RONDA E STRYKER & WILLIAM D JOHNSTON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RONDA E STRYKER & WILLIAM D JOHNSTON FOUNDATION (EIN 38-3224966)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-10
- IRS object ID
- 201912839349100221
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-10T15:17:14-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383213032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & SPRINGGATE PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 WEST SOUTH STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | 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 | 383224966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RONDA E STRYKER AND | BusinessNameLine1Txt |
| Business Name Line2 | WILLIAM D JOHNSTON FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROND | BusinessNameControlTxt |
| Phone | 2693889800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM D JOHNSTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2693889800 | PhoneNum |
| Signature | 2019-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA ANSPAUGH | PreparerPersonNm |
| PTIN | P00124073 | PTIN |
| Phone | 2693840219 | PhoneNum |
| Preparation | 2019-10-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.133.78.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-08 | IPDt |
| IP Tm | 08:58:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7F4B0C164DBCE4BDA96FC55ACF366B3BAD9E6E0B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DB71A7220D0891BB363731A555C6A55D041D51DD | 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 | $103,714,688 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $3,405 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,405 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,509,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,509,759 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,102,832 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,501,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,501,732 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,615,996 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,014,896 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $41,216 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $41,216 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,990 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,990 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $781,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $390,742 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $390,742 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,670 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $892,594 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $392,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $439,618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,173,268 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,173,268 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,065,862 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $392,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,612,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,449,866 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,622,164 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $369,424 | CashBOYAmt |
| Cash EOY | $283,514 | CashEOYAmt |
| Cash EOYFMV | $283,514 | CashEOYFMVAmt |
| Corporate Stock BOY | $80,423,513 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,168,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $103,431,174 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $80,792,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,452,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,714,688 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,138,994 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,248,153 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $75,653,943 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,204,077 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,792,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,452,230 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,792,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,452,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,792,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,449,866 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,109,159 | OtherIncreasesAmt |
| Subtotal | $62,452,230 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,452,230 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STRYKER - 2,500 SHS | D | 1976-07-25 | 2018-04-19 | $408,418 | $37 | $408,381 | $408,381 |
| STRYKER - 2,350 SHS | D | 1976-07-25 | 2018-07-03 | $399,844 | $34 | $399,810 | $399,810 |
| STRYKER - 10,000 SHS | D | 1976-07-25 | 2018-12-14 | $1,693,687 | $147 | $1,693,540 | $1,693,540 |
| CAPITAL GAINS DIVIDENDS | P | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,501,732 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,901,121 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $131,782,125 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.151015 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,033,337 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $110,374,157 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027482 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,811,301 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $54,623,003 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069775 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,489,635 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,941,030 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.846518 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,103,570 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,638,032 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.797401 | DistributionYr5Rt |
| Total Distribution | 1.892191 | TotalDistributionRt |
| Average Distribution | 0.378438 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $127,031,885 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,073,692 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36,222 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,109,914 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,612,886 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,443 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72,443 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72,443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $17,462 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,462 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | STRYKERJOHNSTONFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM D JOHNSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2693889800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| RONDA E STRYKER | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | PRESIDENT AND DIRECTOR | 0.30 | $0 | $0 | $0 |
| WILLIAM D JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | SECRETARY/TREASURER & DIRE | 0.30 | $0 | $0 | $0 |
| ANNE E HENN | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MEGAN M JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | INTERIM EXECUTIVE DIRECTOR | 18.50 | $41,216 | $0 | $0 |
| MICHAEL B JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| KELLY HALVERSON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| GERALD E HENN II | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENLEAF TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $781,484 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $128,609,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $356,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $128,966,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $128,966,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,934,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $127,031,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,351,594 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,351,594 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,443 | TotalTaxAmt |
| Distributable Before Adj | $6,279,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,279,151 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,279,151 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,612,886 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,612,886 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,612,886 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,279,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,971,668 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,342,583 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,112,501 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $13,652,259 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,079,011 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,612,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,279,151 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,333,735 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,412,746 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,971,668 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,441,078 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,342,583 | ExcessFromYear4Amt |
| Excess From Year3 | $1,112,501 | ExcessFromYear3Amt |
| Excess From Year1 | $13,652,259 | ExcessFromYear1Amt |
| Excess From Current Year | $30,333,735 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONDA E STRYKER | ContributingManagerNm |
| Contributing Manager | WILLIAM D JOHNSTON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MEGAN M JOHNSTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2693889800 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION AND REQUIREMENTS ARE AVAILABLE ON OUR WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT SUBMISSION DEADLINES ARE POSTED ON OUR WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS AND LIMITATIONS ON GRANT ELIGIBILITY IS OUTLINED ON OUR WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF GREATER KALAMAZOO | |||||||
| 915 LAKE ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $310,754 |
| CARES | |||||||
| 629 PIONEER ST 200 | KALAMAZOO | MI | 49008 | NONE | PUBLIC | LGBT HOMELESS YOUTH COALITION, LGBT YOUTH OUTREACH STAFF MEMBER | $15,000 |
| FAMILY & CHILDREN SERVICES | |||||||
| 1608 LAKE STREET | KALAMAZOO | MI | 49001 | NONE | PUBLIC | MAKING ROOM FOR HOPE CAPITAL CAMPAIGN | $249,701 |
| GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN | |||||||
| 420 E ALCOTT ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | LIFE GUIDES PROGRAM | $650,009 |
| KALAMAZOO COUNTY READY 4S | |||||||
| 259 E MICHIGAN AVE 209 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL SUPPORT FOR TWO-TIERED GENERATIONAL POVERTY INITIATIVE | $600,000 |
| KALAMAZOO LOAVES AND FISHES | |||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | NONE | PUBLIC | FREEZER EXPANSION; GROCERY PANTRY PROGRAM | $110,009 |
| KALAMAZOO PUBLIC LIBRARY | |||||||
| 315 S ROSE STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | READING TOGETHER PROGRAM | $5,000 |
| KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49003 | NONE | PUBLIC | HEALTHY LIVING CAMPUS | $1,000,000 |
| MINISTRY WITH COMMUNITY | |||||||
| 500 N EDWARDS ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | PATHWAYS TO SUCCESS PROJECT | $200,000 |
| PORTAGE COMMUNITY OUTREACH CENTER | |||||||
| 325 E CENTRE AVE | PORTAGE | MI | 49002 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $12,500 |
| SENIOR SERVICES INC | |||||||
| 918 JASPER ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | ASSIST PROGRAM | $100,000 |
| CITY OF KALAMAZOO | |||||||
| 241 WEST SOUTH STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | OBJECTIVES OF IMAGINE KALAMAZOO 2025 | $27,342,754 |
| URBAN ALLIANCE | |||||||
| 1009 E STOCKBRIDGE AVE STE 100 | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,000,086 |
| OPEN DOORS KALAMAZOO | |||||||
| 811 S WESTNEDGE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | HOUSING AND SHELTER PROGRAMS | $20,000 |
| BUILDING BLOCKS OF KALAMAZOO | |||||||
| 1219 S PARK ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | BUILDING BLOCKS SUSTAINED PROGRAM | $20,000 |
| CAN-DO KITCHEN | |||||||
| 3501 LAKE ST | KALAMAZOO | MI | 49048 | NONE | PUBLIC | BUILDING FOUNDATIONS FOR FOOD BUSINESSES | $10,000 |
| COMMUNITY HOMEWORKS | |||||||
| 810 BRYANT STREET | KALAMAZOO | MI | 49001 | NONE | PUBLIC | AFFORDABLE SUSTAINABILITY FOR LOW-INCOME HOMEOWNERS | $75,000 |
| DOUGLASS COMMUNITY ASSOCIATION | |||||||
| 1000 W PATERSON ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATIONS | $100,000 |
| ERACCE | |||||||
| 2348 RING ROAD NORTH | KALAMAZOO | MI | 49006 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $80,000 |
| FAMILY HEALTH CENTER | |||||||
| 117 W PATERSON ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | OUTDOOR FITNESS PARK | $99,997 |
| FIRST UNITED METHODIST CHURCH OF KALAMAZOO | |||||||
| 212 S PARK ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | JUSTICE FOR OUR NEIGHBORS (JFON) SERVICE EXPANSION | $30,000 |
| GRYPHON PLACE | |||||||
| 3245 S 8TH ST | KALAMAZOO | MI | 49009 | NONE | PUBLIC | DIVERSITY, EQUITY, INCLUSION INITIATIVE | $7,375 |
| GUARDIAN FINANCE & ADVOCACY SERVICES | |||||||
| 2323 GULL RD STE A | KALAMAZOO | MI | 49048 | NONE | PUBLIC | IMPROVE COMMUNITY'S UPWARD MOBILITY AND INCREASED FINANCIAL SOPHISTICATION AND RESPONSIBILITY | $250,000 |
| KALAMAZOO CENTER FOR YOUTH & COMMUNITY | |||||||
| PO BOX 50227 | KALAMAZOO | MI | 49005 | NONE | PUBLIC | RISE UP - EASTSIDE YOUTH ACADEMIC SUCCESS, RACIAL EQUITY & SOCIAL EMOTIONAL LEARNING | $75,000 |
| KALAMAZOO COLLECTIVE HOUSING | |||||||
| 315 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | CAPITAL CAMPAIGN - COOP PROPERTY PURCHASE | $70,500 |
| KALAMAZOO COUNTY GOVT 9TH CIRCUIT COURT | |||||||
| 227 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | GOVERNMENT UNIT | 9TH CIRCUIT PROBLEM-SOLVING COURTS | $75,000 |
| KALAMAZOO SYMPHONY ORCHESTRA | |||||||
| 359 S KALAMAZOO MALL 100 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | KSO PARTNERSHIPS FOR INCLUSION & EQUITY | $30,003 |
| KALAMAZOO VALLEY HABITAT FOR HUMANITY | |||||||
| 1126 GULL RD | KALAMAZOO | MI | 49048 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| KALAMAZOO YOUTH DEVELOPMENT NETWORK | |||||||
| 709 S WESTNEDGE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GETTING YOUTH READY BY 21 | $148,400 |
| MI UNITED | |||||||
| 1009 E STOCKBRIDGE AVE | KALAMAZOO | MI | 49001 | NONE | PUBLIC | KALAMAZOO IMMIGRATION SERVICES | $86,000 |
| OPEN ROADS BIKE | |||||||
| 1523 RIVERVIEW DR | KALAMAZOO | MI | 49004 | NONE | PUBLIC | YOUTH-DRIVEN SPACES: CAPACITY BUILDING | $5,800 |
| READ & WRITE KALAMAZOO | |||||||
| 802 S WESTNEDGE AVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | RAWK ON! YOUTH RAWK FREE | $18,000 |
| ST LUKES EPISCOPAL CHURCH | |||||||
| 247 LOVELL ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | PARTNERS IN HOUSING TRANSITION | $15,000 |
| VIBRANT KALAMAZOO | |||||||
| 1523 RIVERVIEW DR | KALAMAZOO | MI | 49004 | NONE | PUBLIC | EASTSIDE GATEWAY PROJECT | $185,000 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | LEWIS WALKER INSTITUTE FOR THE STUDY OF RACE AND ETHNIC RELATIONS | $11,631 |
| YOUNG KINGS & QUEENS | |||||||
| 1021 N ROSE STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $72,000 |
| BIG BROTHERS BIG SISTERS A COMMUNITY OF CARING | |||||||
| 3501 COVINGTON RD | KALAMAZOO | MI | 49001 | NONE | PUBLIC | CAPACITY BUILDING | $40,130 |
| PREVENTION WORKS | |||||||
| 611 WHITCOMB ST A | KALAMAZOO | MI | 49008 | NONE | PUBLIC | BETTER TOOLS BRIGHTER FUTURES ADVANCEMENT CAMPAIGN | $502,946 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF KALAMAZOO | |||||||
| 353 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATING AND CAPACITY BUILDING | $1,499,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,173,268 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST UNITED METHODIST CHURCH OF KALAMAZOO | |||||||
| 212 S PARK ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | JUSTICE FOR OUR NEIGHBORS (JFON) SERVICE EXPANSION | $60,000 |
| KALAMAZOO COUNTY READY 4S | |||||||
| 259 E MICHIGAN AVE 209 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL SUPPORT FOR TWO-TIERED GENERATIONAL POVERTY INITIATIVE | $1,800,000 |
| KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49009 | NONE | PUBLIC | HEALTHY LIVING CAMPUS | $2,000,000 |
| CITY OF KALAMAZOO | |||||||
| 241 WEST SOUTH STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GOALS CONSISTENT WITH IMAGINE KALAMAZOO 2025 | $45,000,000 |
| GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN | |||||||
| 420 E ALCOTT ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | LIFE GUIDES PROGRAM | $650,000 |
| KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49009 | NONE | PUBLIC | KALAMAZOO VALLEY ACCELERATED ASSOCIATE PROGRAM | $1,600,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||
| 1819 EAST MILHAM AVE | PORTAGE | MI | 49002 | NONE | GOVERNMENT UNIT | SEEDS FOR SUCCESS | $1,000,000 |
| BIG BROTHERS BIG SISTERS A COMMUNITY OF CARING | |||||||
| 3501 COVINGTON RD | KALAMAZOO | MI | 49001 | NONE | PUBLIC | CAPACITY BUILDING | $200,000 |
| ERACCE | |||||||
| 2348 RING ROAD NORTH | KALAMAZOO | MI | 49006 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $160,000 |
| PREVENTION WORKS | |||||||
| 611 WHITCOMB ST A | KALAMAZOO | MI | 49008 | NONE | PUBLIC | BETTER TOOLS BRIGHTER FUTURES ADVANCEMENT CAMPAIGN | $497,068 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF KALAMAZOO | |||||||
| 353 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATING AND CAPACITY BUILDING | $3,000,000 |
| BOYS & GIRLS CLUB OF GREATER KALAMAZOO | |||||||
| 915 LAKE ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $260,000 |
| KALAMAZOO YOUTH DEVELOPMENT NETWORK | |||||||
| 709 S WESTNEDGE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GETTING READY BY 21 | $593,600 |
| KALAMAZOO VALLEY HABITAT FOR HUMANITY | |||||||
| 1126 GULL RD | KALAMAZOO | MI | 49048 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| GUARDIAN FINANCE & ADVOCACY SERVICES | |||||||
| 2323 GULL RD STE A | KALAMAZOO | MI | 49048 | NONE | PUBLIC | IMPROVE COMMUNITY'S UPWARD MOBILITY AND INCREASED FINANCIAL SOPHISTICATION AND RESPONSIBILITY | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $57,070,668 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,405 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,509,759 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,102,832 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,615,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,615,996 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $3,980 | Amt |
| Net Investment Income | $1,990 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,990 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 659,848 SHS STRYKER CORPORATION | StockNm |
| EOY Book Value | $62,168,716 | EOYBookValueAmt |
| EOYFMV | $103,431,174 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WEBSITE AND MISCELLANEOUS FEES | $732 | $0 | $0 | $732 |
| DUES AND MEMBERSHIPS | $4,938 | $0 | $0 | $4,938 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR ADJUSTMENTS TO STOCK BASIS | $1,229,598 |
| CURRENT YEAR ADJUSTMENT TO STOCK BASIS | $14,879,561 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $781,484 | Amt |
| Net Investment Income | $390,742 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $390,742 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $60,244 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |