JOHN AND JUDY SPOELHOF FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JUDY SPOELHOF FOUNDATION (EIN 38-2492821)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201901299349100640
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T13:18:21-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382492821 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND JUDY SPOELHOF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANN VAN ZALEN | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6164947400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 CENTRAL AVENUE Suite 200 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SPOELHOF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6164947405 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Noreen | PreparerPersonNm |
| PTIN | P00059529 | PTIN |
| Phone | 6167747000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.192.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 38868920191295000010 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F6B7907256B4F821B2AD8E7601D6420A81B9B563 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1FAD2FF285FD9AA3D5FE1E2CA5BC50C6101F711 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,678,031 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,617 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,617 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $542,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $542,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,654,602 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,697,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,654,602 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,198,846 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,198,846 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $264,759 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $238,659 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,994 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,783 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $286,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $245,192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,766,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,766,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,052,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $245,192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,793,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,146,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,953,654 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $107,639 | CashBOYAmt |
| Cash EOY | $327,756 | CashEOYAmt |
| Cash EOYFMV | $327,756 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,590,287 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,901,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,902,222 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $36,436 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $98,225 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $98,225 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,692,175 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,245,343 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,349,828 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,426,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,573,130 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,678,031 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $18,426,537 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,573,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,426,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,573,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,426,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,573,130 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,426,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,146,593 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,573,130 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,573,130 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| LA FLEUR - PUBLICLY TRADED | $1,656,896 | $1,384,086 | $272,810 | $272,810 | |
| GREENLEAF 2 #80017 - PUBLICLY TRADED | $970,766 | $382,417 | $588,349 | $588,349 | |
| HAHN CAPITAL MGMT - PUBLICLY TRADED | $6,145,314 | $4,137,128 | $2,008,186 | $2,008,186 | |
| DISCIPLINED GROWTH INVEST. - PUB. TRADED | $23,108 | $31,104 | -$7,996 | -$7,996 | |
| MISCELLANEOUS - PUBLICLY TRADED | $417 | $0 | $417 | $417 | |
| MERRILL WINSLOW - PUBLICLY TRADED | $1,432,069 | $1,210,692 | $221,377 | $221,377 | |
| BAHL GAYNOR - PUBLICLY TRADED | $2,286,363 | $1,691,773 | $594,590 | $594,590 | |
| GREENLEAF CAMBIAR - PUBLICLY TRADED | $169,067 | $205,216 | -$36,149 | -$36,149 | |
| CAPITAL GAIN DIVIDENDS | $13,018 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,654,602 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,734,210 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,667,621 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067564 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,585,398 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,890,776 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.112945 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,823,312 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,274,624 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078339 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,245,631 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,838,291 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057039 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,840,867 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,829,341 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088379 | DistributionYr5Rt |
| Total Distribution | 0.404266 | TotalDistributionRt |
| Average Distribution | 0.080853 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,447,966 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,219,250 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,537 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,258,787 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,793,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,073 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $79,073 | SubtotalAmt |
| Tax Based On Investment Income | $79,073 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $98,225 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $98,225 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19,152 | OverpaymentAmt |
| Applied To ES Tax | $19,152 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN VAN ZALEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6164947405 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 CENTRAL AVENUE SUITE 200 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN SPOELHOF | ||||||||
| 341 WAUKAZOO DRIVE | HOLLAND | MI | 49424 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JUDITH SPOELHOF | ||||||||
| 341 WAUKAZOO DRIVE | HOLLAND | MI | 49424 | SECRETARY | 1.0 | $0 | $0 | $0 |
| SCOTT SPOELHOF | ||||||||
| 41 BAY MEADOWS DRIVE | HOLLAND | MI | 49424 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREENLEAF TRUST | |||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 490074713 | ASSET MANAGEMENT | $85,943 |
| VLMB GROUP | |||||
| 250 MONROE AVENUE NW SUITE 600 | GRAND RAPIDS | MI | 49503 | ASSET MANAGEMENT | $91,816 |
| BAYSIDE CAPITAL MANAGEMENT | |||||
| 151 CENTRAL AVENUE SUITE 200 | HOLLAND | MI | 49423 | MANAGEMENT | $87,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,561,463 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $304,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,865,955 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,865,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $417,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,447,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,372,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,372,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,073 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,073 | TotalTaxAmt |
| Distributable Before Adj | $1,293,325 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,293,325 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,293,325 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,793,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,793,850 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,793,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,293,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $157,637 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $464,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $621,677 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,793,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,293,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $500,525 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,122,202 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,122,202 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $157,637 | ExcessFromYear2Amt |
| Excess From Year1 | $464,040 | ExcessFromYear1Amt |
| Excess From Current Year | $500,525 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN JUDY SPOELHOF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 70x7 LIFE RECOVERY | ||||||||
| 97 West 22nd Street | Holland | MI | 49423 | NONE | PC | General Operations | $2,500 | |
| AUDIO SCRIPTURE MINISTRIES | ||||||||
| 760 Waverly Rd | Holland | MI | 49423 | NONE | PC | General Operations | $20,000 | |
| BENJAMIN'S HOPE | ||||||||
| 15468 Riley Street | Holland | MI | 49424 | NONE | PC | General Operations | $22,000 | |
| BOYS & GIRLS CLUB | ||||||||
| PO Box 2652 | Holland | MI | 49422 | NONE | PC | General Operations | $132,000 | 435 VanRaalte Ave |
| CALVIN COLLEGE | ||||||||
| 3201 Burton St SE | Grand Rapids | MI | 49546 | NONE | PC | General Operations | $305,000 | |
| CAMP GENEVA | ||||||||
| 3995 N Lakeshore Dr | Holland | MI | 49424 | NONE | PC | General Operations | $25,000 | |
| CHILDREN'S ADVOCACY CENTER | ||||||||
| 12125 Union Street | Holland | MI | 49424 | NONE | PC | General Operations | $13,000 | |
| CITY ON A HILL MINISTRIES | ||||||||
| 100 PINE STREET 175 | Zeeland | MI | 49464 | NONE | PC | General Operations | $2,500 | |
| COMMUNITY ACTION HOUSE | ||||||||
| 345 West 14th Street | Holland | MI | 49423 | NONE | PC | General Operations | $2,500 | |
| COMMUNITY FOUNDATION OF THE HOLLANDZEELAND | ||||||||
| 85 EAST 8TH STREET STE 110 | Holland | MI | 49423 | NONE | PC | General Operations | $70,000 | |
| COMPASSIONATE HEART MINISTRIES | ||||||||
| 404 CENTERSTONE COURT | Zeeland | MI | 49464 | NONE | PC | General Operations | $27,000 | |
| CRITTER BARN | ||||||||
| 9275 Adams St | Zeeland | MI | 49464 | NONE | PC | General Operations | $15,000 | |
| DEVOS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 100 MICHIGAN ST NE MC-4 | Grand Rapids | MI | 49503 | NONE | PC | General Operations | $15,000 | |
| EVERGREEN COMMONS | ||||||||
| 480 State Street | Holland | MI | 49423 | NONE | PC | General Operations | $6,000 | |
| FAMILY RESEARCH COUNCIL | ||||||||
| 801 G Street NW | Washington | DC | 20001 | NONE | PC | General Operations | $16,000 | |
| FOCUS ON THE FAMILY | ||||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NONE | PC | General Operations | $16,000 | |
| GOOD SAMARITAN MINISTRIES | ||||||||
| 513 East 8th Street Suite 25 | Holland | MI | 49423 | NONE | PC | General Operations | $4,000 | |
| GRAND RAPIDS SYMPHONY | ||||||||
| 300 OTTAWA AVE NW Suite 100 | Grand Rapids | MI | 49503 | NONE | PC | General Operations | $15,000 | |
| HOLLAND DEACONS CONFERENCE | ||||||||
| 224 WEST 30TH STREET | Holland | MI | 49423 | NONE | PC | General Operations | $25,000 | |
| HOLLAND FREE HEALTH CLINIC | ||||||||
| 99 W 26TH STREET | Holland | MI | 49423 | NONE | PC | General Operations | $5,000 | |
| HOLLAND HOSPITAL | ||||||||
| 602 MICHIGAN AVE | Holland | MI | 49423 | NONE | PC | General Operations | $5,000 | |
| HOLLAND RESCUE MISSION | ||||||||
| 356 Fairbanks Avenue | Holland | MI | 49423 | NONE | PC | General Operations | $24,500 | |
| HOLLAND SYMPHONY ORCHESTRA | ||||||||
| PO Box 2685 | Holland | MI | 494222685 | NONE | PC | General Operations | $5,000 | |
| HOMECOR | ||||||||
| 151 CENTRAL AVE SUITE 280 | Holland | MI | 49423 | NONE | PC | General Operations | $10,000 | |
| JUBILEE MINISTRIES | ||||||||
| 96 W 15th St | Holland | MI | 49423 | NONE | PC | General Operations | $5,000 | |
| KIDS HOPE USA | ||||||||
| 201 W Washington Ave Suite 20 | Zeeland | MI | 49464 | NONE | PC | General Operations | $5,000 | |
| LAKESHORE PREGNANCY CENTER | ||||||||
| 339 South River Avenue | Holland | MI | 49423 | NONE | PC | General Operations | $3,000 | |
| LIVING ON THE EDGE | ||||||||
| PO Box 3007 | Suwanee | GA | 300240987 | NONE | PC | General Operations | $15,000 | |
| LUKE SOCIETY | ||||||||
| 3409 Gateway Boulevard Suite 1000 | Sioux Falls | SD | 571061555 | NONE | PC | General Operations | $36,500 | |
| MACKINAC CENTER FOR PUBLIC POLICY | ||||||||
| 140 West Main Street | Midland | MI | 48640 | NONE | PC | General Operations | $10,000 | |
| MEIJER GARDENS FOUNDATION | ||||||||
| 2929 Waker NW | Grand Rapids | MI | 49544 | NONE | PC | General Operations | $5,000 | |
| MOODY RADIO | ||||||||
| 3764 84th Ave Box 40 | Zeeland | MI | 49464 | NONE | PC | General Operations | $8,000 | |
| OUTDOOR DISCOVERY CENTER | ||||||||
| A-4214 56th Street | Holland | MI | 49423 | NONE | PC | General Operations | $52,500 | |
| PARTNERS WORLD WIDE | ||||||||
| 6139 TAHOE DR SE | Grand Rapids | MI | 49406 | NONE | PC | General Operations | $20,000 | |
| REFORMED CHURCH OF AMERICA | ||||||||
| 4500 60th Street SE | Grand Rapids | MI | 49512 | NONE | PC | General Operations | $15,000 | |
| RESTHAVEN CARE CENTER | ||||||||
| DEVELOPMENT OFFICE | Holland | MI | 49423 | NONE | PC | General Operations | $65,000 | 9 EAST 8TH STREET |
| VAN ANDEL INSTITUTE-HOPE ON THE HILL | ||||||||
| 333 Bostwick NE | Grand Rapids | MI | 49503 | NONE | SO III FI | General Operations | $12,500 | |
| WILLOW CREEK ASSOCIATION | ||||||||
| 67 EAST ALGONQUIN ROAD | South Barrington | IL | 600106143 | NONE | PC | General Operations | $15,000 | |
| WINGS OF MERCY | ||||||||
| 100 Pine Street Suite 393 | zeeland | MI | 49464 | NONE | PC | General Operations | $5,000 | |
| YOUNG LIFE | ||||||||
| 96 West 15th Street Suite 208 | Holland | MI | 494234916 | NONE | PC | General Operations | $19,500 | |
| HOLLAND CHRISTIAN SCHOOLS | ||||||||
| 956 OTTAWA AVE | HOLLAND | MI | 49423 | none | PC | General Operations | $60,000 | |
| CALVIN SEMINARY | ||||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| DAVENPORT UNIVERSITY FOUNDATION | ||||||||
| 6191 KRAFT AVENUE | GRAND RAPIDS | MI | 49512 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| HUNGRY FOR CHRIST | ||||||||
| PO BOX 71 | HAMILTON | MI | 49419 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| UNITED WAY OF LEE COUNTY | ||||||||
| 7273 CONCOURSE DRIVE | FT MYERS | FL | 33908 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| WESTERN SEMINARY | ||||||||
| 101 EAST 13TH STREET | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $52,000 | |
| WINNING AT HOME | ||||||||
| 300 south state street suite 13 | zeeland | MI | 49464 | NONE | PC | GENERAL OPERATIONS | $15,000 | |
| CAFE OF LIFE INC | ||||||||
| PO BOX 367794 | BONITA SPRINGS | FL | 34136 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| CALVARY SCHOOLS OF HOLLAND | ||||||||
| 518 PLASMAN AVE | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $100,000 | |
| ENGEDI CHURCH | ||||||||
| 710 CHICAGO DRIVE 100 | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $62,000 | |
| FAITH HOSPICE | ||||||||
| 2100 RAYBROOK SE SUITE 300 | GRAND RAPIDS | MI | 49546 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| MOBILITY WORLDWIDE WEST MICHIGAN | ||||||||
| 3365 JOHN F DONNELLY DRIVE | HOLLAND | MI | 49424 | NONE | PC | GENERAL OPERATIONS | $4,000 | |
| READY FOR SCHOOL | ||||||||
| 268 E 8th Street | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $12,500 | |
| SPECTRUM HEALTH FOUNDATION | ||||||||
| 100 MICHIGAN STREET NE MC004 | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATIONS | $200,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 3940 PENINSULAR DRIVE SE SUITE 180 | GRAND RAPIDS | MI | 495466107 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| APOSTROPHE | ||||||||
| 90 OCEANSIDE DRIVE | NASHVILLE | TN | 37204 | NONE | PC | GENERAL OPERATIONS | $7,000 | |
| BETHANY CHRISTIAN SERVICES | ||||||||
| 901 EASTERN AVE SE | GRAND RAPIDS | MI | 495010294 | NONE | PC | GENERAL OPERATIONS | $10,000 | PO BOX 294 |
| CHRISTIAN LEARNING CENTER | ||||||||
| 4340 BURLINGAME | WYOMING | MI | 49509 | NONE | PC | GENERAL OPERATIONS | $6,000 | |
| CITY FEST | ||||||||
| PO BOX 6603 | GRAND RAPIDS | MI | 49516 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| LIVING HOPE MYANMAR | ||||||||
| 1122 EDGEMOOR AVE | KALAMAZOO | MI | 49008 | NONE | PC | GENERAL OPERATIONS | $7,000 | |
| MEL TROTTER | ||||||||
| 225 COMMERCE AVE SW | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATIONS | $7,000 | |
| NEW HORIZONS OF SW FL | ||||||||
| PO BOX 111833 | NAPLES | FL | 34108 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| PRISON EVANGELISM | ||||||||
| 510 BERING SUITE 300 | HOUSTON | TX | 77057 | NONE | PC | GENERAL OPERATIONS | $1,500 | |
| RENEW THERAPEUTIC RIDING | ||||||||
| 4271 60TH STREET | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $2,000 | |
| SALVATION ARMY | ||||||||
| 104 CLOVER | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| ZEELAND CHRISTIAN SCHOOL | ||||||||
| 334 W CENTRAL AVE | ZEELAND | MI | 49464 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,766,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,617 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $542,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,654,602 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,198,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,198,846 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GREENLEAF 1 (SEE ATTACHED) | $1,795,460 | $3,271,382 |
| GREENLEAF 2 (SEE ATTACHED) | $392,334 | $392,650 |
| GREENLEAF 5 (SEE ATTACHED) | $10 | $31 |
| WINSLOW (SEE ATTACHED) | $1,855,958 | $2,472,334 |
| BAHL GAYNOR (SEE ATTACHED) | $7,719,313 | $9,859,069 |
| GREENLEAF DGI (SEE ATTACHED) | $1,499,275 | $1,552,996 |
| GREENLEAF CAMBIAR (ATTACHED) | $463,404 | $372,355 |
| GREENLEAF MATTHEWS (ATTACHED) | $519,589 | $429,011 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc |
|---|
| ORDINARY INCOME FROM PASS-THROUGH |
| ENTITIES, SUBJECT TO UBIT |
| RENTAL INCOME FROM PASS-THROUGH |
| ENTITIES, NOT SUBJECT TO UBIT |
| OTHER INVESTMENT INCOME/LOSS |
| ROYALTIES |
| CAPITAL GAIN/LOSS FROM PASS-THROUGH |
| ENTITIES, SUBJECT TO UBIT |
| ORDINARY INCOME FROM PASS-THROUGH |
| ENTITIES, NOT SUBJECT TO UBIT |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES - BAHL GAYNOR | $73,091 | $73,091 | |
| FEES - WINSLOW | $18,725 | $18,725 | |
| FEES - GREENLEAF #1 | $20,290 | $20,290 | |
| FEES - GREENLEAF #2 | $2,251 | $2,251 | |
| FEES - GREENLEAF #5 | $41,361 | $41,361 | |
| FEES - BAYSIDE CAPITAL MGMT | $87,000 | $60,900 | $26,100 |
| FEES - DGI | $16,598 | $16,598 | |
| FEES - CAMBIAR | $3,709 | $3,709 | |
| FEES - MATTHEWS | $1,734 | $1,734 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $13,211 | |
| FOREIGN TAXES - GREENLEAF #1 | $1,163 | $1,163 |
| FOREIGN TAXES - DGI | $693 | $693 |
| FOREIGN TAXES - BAHL GAYNOR | $245 | $245 |
| FOREIGN TAXES - WINSLOW | $104 | $104 |
| FOREIGN TAXES - CAMBIAR | $1,696 | $1,696 |
| FOREIGN TAXES - MATTHEWS | $882 | $882 |