THE MEIJER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE MEIJER FOUNDATION (EIN 38-6575227)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349103802
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Explan Of Legis Political Actvts
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T14:17:51-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386575227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEIJER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % QUAN GERVILLE-REACHE | InCareOfNm |
| Business Name Control | MEIJ | BusinessNameControlTxt |
| Phone | 6168883350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 OTTAWA AVE NW Suite 101 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | QUAN GERVILLE-REACHE | PersonNm |
| Person Title | AGT FOR TRUSTEE | PersonTitleTxt |
| Phone | 6168883350 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 6167747000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.233.169.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 38868920183195000018 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7B80407CE6F4605B6AF93D28A5052FBD3D976E7F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 16D29C225B15B1734A97D87CABEB1E6ECF833106 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $177,654,421 | 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 | $258,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $127,885 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95,327 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,781,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,084,191 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,297,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,865,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,956,940 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60,046 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $307,525 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,525,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,443,983 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $10,755 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,378 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,377 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,290 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,968 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,823 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,100,798 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,006,178 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $94,620 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $195,441 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $65,737 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,635 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $29,945 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $491 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,364,864 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,091,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $105,820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,582,871 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,532,871 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,947,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,091,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,638,691 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,577,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,352,231 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,998,115 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,236,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,236,944 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $249,410 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $15,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $15,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $15,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $15,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,863,335 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,232,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,304,154 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $97,778,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,756,836 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,446,399 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,461,934 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,363,524 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,915,499 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $15,836,935 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,137,689 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,736,425 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $155,202,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,741,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $177,654,421 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $155,202,907 | CapitalStockBOYAmt |
| Capital Stock EOY | $158,741,993 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $155,202,907 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $158,741,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $155,202,907 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $158,741,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $155,202,907 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,577,687 | ExcessRevenueOverExpensesAmt |
| Other Increases | $961,399 | OtherIncreasesAmt |
| Subtotal | $158,741,993 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $158,741,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| K-1'S SHORT TERM GAIN/(LOSS) | $28,890 | $28,890 | $28,890 | ||
| K-1'S LONG TERM GAIN/(LOSS) | $959,371 | $959,371 | $959,371 | ||
| NORTHERN TRUST #6285 | $97,815,102 | $17,906,552 | $17,906,552 | $79,908,550 | |
| CAPITAL GAIN DIVIDENDS | $62,127 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,956,940 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,146,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $172,120,498 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093808 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,606,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $157,676,389 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.111661 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,175,075 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $163,827,104 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.147565 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,677,522 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $146,441,706 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107056 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,177,747 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $93,902,389 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087088 | DistributionYr5Rt |
| Total Distribution | 0.547178 | TotalDistributionRt |
| Average Distribution | 0.109436 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $171,308,826 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,747,353 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $203,522 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,950,875 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,638,691 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $407,045 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $407,045 | SubtotalAmt |
| Tax Based On Investment Income | $407,045 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $159,671 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $485,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $644,671 | TotalPaymentsAndCreditsAmt |
| Overpayment | $237,626 | OverpaymentAmt |
| Applied To ES Tax | $237,626 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | Yes (true) | LegislativePoliticalActyInd |
| More Than100 Spent | Yes (true) | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | QUAN GERVILLE-REACHE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6168883350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 OTTAWA AVE NW SUITE 101 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| HENDRIK G MEIJER | |||||||||
| C/O MEIJER CORPORATE HEADQUARTERS | 2929 WALKER NW | GRAND RAPIDS | MI | 49544 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| DOUGLAS F MEIJER | |||||||||
| C/O MEIJER CORPORATE HEADQUARTERS | 2929 WALKER NW | GRAND RAPIDS | MI | 49544 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MARK D MEIJER | |||||||||
| C/O MEIJER CORPORATE HEADQUARTERS | 2929 WALKER NW | GRAND RAPIDS | MI | 49544 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| STACIE BEHLER | |||||||||
| C/O MEIJER CORPORATE HEADQUARTERS | 2929 WALKER NW | GRAND RAPIDS | MI | 49544 | EXECUTIVE DIRECTOR | 10.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEGACY TRUST | |||||
| 99 MONROE AVE NW SUITE 600 | GRAND RAPIDS | MI | 49503 | INVESTMENT FEES | $196,077 |
| NORTHERN TRUST INT'L BANKING CORP | |||||
| 3 SECOND STREET STE 1401 | JERSEY CITY | NJ | 073113988 | INVESTMENT FEES | $128,617 |
| MERRILL LYNCH WEALTH MANAGEMENT | |||||
| 250 MONROE AVE NW | GRAND RAPIDS | MI | 49503 | INVESTMENT FEES | $119,208 |
| BAIRD INVESTMENT MANAGEMENT | |||||
| 333 BRIDGE ST NW SUITE 1000 | GRAND RAPIDS | MI | 49504 | INVESTMENT FEES | $110,741 |
| FIERA CAPITAL | |||||
| 375 PARK AVENUE 8TH FL | NEW YORK | NY | 10152 | INVESTMENT FEES | $91,768 |
| 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 | $148,465,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,451,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,917,590 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $173,917,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,608,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $171,308,826 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,565,441 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,565,441 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $407,045 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $407,045 | TotalTaxAmt |
| Distributable Before Adj | $8,158,396 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,158,396 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,158,396 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,638,691 | 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 | $17,638,691 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $17,638,691 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,158,396 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,502,006 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,514,816 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,152,436 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,902,474 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,616,169 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,687,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,638,691 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $8,158,396 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,480,295 | RemainingDistriFromCorpusAmt |
| Total Corpus | $55,168,196 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,502,006 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,666,190 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,514,816 | ExcessFromYear4Amt |
| Excess From Year3 | $16,152,436 | ExcessFromYear3Amt |
| Excess From Year2 | $9,902,474 | ExcessFromYear2Amt |
| Excess From Year1 | $7,616,169 | ExcessFromYear1Amt |
| Excess From Current Year | $9,480,295 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ada Christian Schools Education Foundation | |||||||
| 6206 Ada Dr SW | Ada | MI | 49301 | None | PC | Capital Campaign | $20,000 |
| Alano Club Of Kent County | |||||||
| 1020 College Ave NE | Grand Rapids | MI | 49503 | None | PC | Program Support | $25,000 |
| American Writers Museum | |||||||
| 180 N Michigan Ave Ste 505 | Chicago | IL | 60601 | None | PC | Capital Campaign | $250,000 |
| Aquinas College Inc | |||||||
| 1607 Robinson RD SE | Grand Rapids | MI | 49506 | None | PC | Capital Campaign | $1,200,000 |
| Baxter Community Center | |||||||
| 935 Baxter SE | Grand Rapids | MI | 49506 | None | PC | Operating Support | $50,000 |
| Bay Area Community Foundation | |||||||
| 1000 Adam St 200 | Bay City | MI | 48708 | None | PC | Program Support | $32,000 |
| Bethany Christian Services Inc | |||||||
| 901 Eastern Ave NE | Grand Rapids | MI | 49501 | None | PC | Program Support | $20,000 |
| Black River Public School | |||||||
| 491 Columbia Ave | Holland | MI | 49423 | None | PC | Capital Campaign | $50,000 |
| Blandford Nature Center | |||||||
| 1715 Hilburn Ave NW | Grand Rapids | MI | 49504 | None | PC | Capital Campaign | $333,333 |
| Blessings In A Backpack Inc | |||||||
| 4121 Shelbyville RD | Louisville | KY | 40207 | None | PC | Operating Support | $325,000 |
| Blessings In A Backpack Inc | |||||||
| 4121 Shelbyville RD | Louisville | KY | 40207 | None | PC | Program Support | $50,000 |
| Boy Scouts Of America | |||||||
| 137 S Marketplace Blvd | Lansing | MI | 48917 | None | PC | Capital Campaign | $200,000 |
| Calvin College | |||||||
| 3201 Burton St SE | Grand Rapids | MI | 49546 | None | PC | Capital Campaign | $200,000 |
| Calvin College | |||||||
| 3201 Burton St SE | Grand Rapids | MI | 49546 | None | PC | Scholarships | $2,500 |
| Calvin Coolidge Presidential Foundation | |||||||
| PO Box 97 | Plymouth Notch | VT | 05056 | None | PC | Program Support | $25,000 |
| Calvin Theological Seminary | |||||||
| 3233 Burton St SE | Grand Rapids | MI | 49546 | None | PC | Program Support | $50,000 |
| Catholic Central High School | |||||||
| 319 Sheldon Blvd SE | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $50,000 |
| Central Michigan University | |||||||
| 304 Warriner | Mount Pleasant | MI | 48859 | None | PC | Program Support | $5,000 |
| Central Michigan University | |||||||
| 304 Warriner | Mount Pleasant | MI | 48859 | None | PC | Capital Campaign | $15,000 |
| Children's Assessment Center | |||||||
| 901 Michigan NE | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $125,000 |
| City of Walker | |||||||
| 4243 Remembrance Rd NW | Walker | MI | 49534 | None | GOV | Program Support | $50,000 |
| Covenant Academies | |||||||
| 125 Catherine Ave | Muskegon | MI | 49442 | None | PC | Capital Campaign | $50,000 |
| Covenant House MI | |||||||
| 2959 Martin Luther King Jr Blvd | Detroit | MI | 48208 | None | PC | Capital Campaign | $167,000 |
| Ferris State University | |||||||
| 1201 S State St | Big Rapids TWP | MI | 49307 | None | PC | Program Support | $300,000 |
| Frank Lloyd Wright Trust | |||||||
| 209 S Lasalle St No 118 | Chicago | IL | 60604 | None | PC | Program Support | $25,000 |
| Friends Of The Fred Meijer River Valley Rail-Trail | |||||||
| PO Box 239 | Belding | MI | 48809 | None | PC | Program Support | $320,000 |
| Goodwill of Greater Grand Rapids | |||||||
| 3035 Prairie SW | Grandville | MI | 49418 | None | PC | Operating Support | $11,768 |
| Grand Rapids Community College Foundation | |||||||
| 143 Bostwick Avenue NE | Grand Rapids | MI | 49503 | None | PC | Program Support | $500,000 |
| Grand Rapids Community Foundation | |||||||
| 185 Oakes ST SW | Grand Rapids | MI | 49503 | None | PC | Operating Support | $20,000 |
| Grand Rapids Public Museum | |||||||
| 272 Pearl St NW | Grand Rapids | MI | 49504 | None | PC | Program Support | $95,000 |
| Grand Rapids Student Advancement Foundation | |||||||
| 111 Library NE 5th Fl | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $250,000 |
| Grand Rapids Symphony | |||||||
| 300 Ottawa AVE NW | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $200,000 |
| Grand Rapids Symphony | |||||||
| 300 Ottawa AVE NW | Grand Rapids | MI | 49503 | None | PC | Endowment | $66,666 |
| Grand Rapids Urban League | |||||||
| 745 Eastern Ave SE | Grand Rapids | MI | 49503 | None | PC | Program Support | $50,000 |
| Grand Valley State University | |||||||
| 1 Campus Dr | Allendale | MI | 49401 | None | PC | Program Support | $187,500 |
| Great Lakes Center For The Arts | |||||||
| 800 Bay Harbor Dr | Bay Harbor | MI | 49770 | None | PC | Capital Campaign | $60,000 |
| Heart Of West Michigan United Way | |||||||
| 118 Commerce Ave SW 100 | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $200,000 |
| Helen DeVos Children's Hospital Foundation | |||||||
| 100 Michigan St NW | Grand Rapids | MI | 49503 | None | PC | Operating Support | $5,000 |
| Hope Network | |||||||
| PO Box 890 | Grand Rapids | MI | 49518 | None | PC | Program Support | $70,000 |
| i understand | |||||||
| 10077 Serenity Shores Dr NE | Rockford | MI | 49341 | None | PC | Operating Support | $255,193 |
| i understand | |||||||
| 10077 Serenity Shores Dr NE | Rockford | MI | 49341 | None | PC | Program Support | $87,980 |
| Inner City Christian Federation | |||||||
| 920 Cherry St SE | Grand Rapids | MI | 49506 | None | PC | Program Support | $50,000 |
| Kent County Habitat For Humanity | |||||||
| 425 Pleasant St SW | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $250,000 |
| Kent County Parks Foundation | |||||||
| PO Box 230165 | Grand Rapids | MI | 49523 | None | PC | Program Support | $1,500 |
| Kentucky Harvest Inc | |||||||
| 7705 National Tpke | Louisville | KY | 40214 | None | PC | Program Support | $15,000 |
| Kids Food Basket | |||||||
| 2055 Oak Industrial Dr Ste C | Grand Rapids | MI | 49505 | None | GOV | Capital Campaign | $250,000 |
| Land Conservancy Of West Michigan | |||||||
| 400 Ann St NW Ste 102 | Grand Rapids | MI | 49504 | None | GOV | Program Support | $50,000 |
| Lowell Charter Township | |||||||
| 2910 Alden Nash | Lowell | MI | 49331 | None | GOV | Program Support | $75,000 |
| Marquette Charter Township | |||||||
| 1000 Commerce Dr | Marquette | MI | 49855 | None | GOV | Program Support | $25,000 |
| Mary Free Bed Rehabilitation Hospital Foundation | |||||||
| 235 Wealthy ST SE | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $250,000 |
| Mason County Historical Society Inc | |||||||
| 427 W Railroad Ave | Shelton | WA | 98584 | None | PC | Program Support | $10,000 |
| Michigan Physical Fitness Health And Sports Founda | |||||||
| PO Box 27187 | Lansing | MI | 48909 | None | PC | Capital Campaign | $100,000 |
| Muskegon County Community Foundation | |||||||
| 425 West Western Ave Suite 200 | Muskegon | MI | 49440 | None | PC | Program Support | $25,000 |
| National Constitution Center | |||||||
| 525 Arch St | Philadelphia | PA | 19106 | None | PC | Operating Support | $150,000 |
| Nature Conservancy | |||||||
| 101 E Grand River Ave | Lansing | MI | 48906 | None | PC | Program Support | $300,000 |
| Ottawa County Parks Fdn | |||||||
| PO Box 510 | Allendale | MI | 49401 | None | PC | Capital Campaign | $100,000 |
| Recovery Academy | |||||||
| 107 Oakes St SE | Grand Rapids | MI | 49503 | None | PC | Operating Support | $95,750 |
| Regents Of The University Of Michigan | |||||||
| 500 S State St | Ann Arbor | MI | 48109 | None | PC | Scholarships | $1,000 |
| Regents Of The University Of Michigan | |||||||
| 500 S State St | Ann Arbor | MI | 48109 | None | PC | Capital Campaign | $1,700,000 |
| Senior Neighbors Inc | |||||||
| 678 Front Ave NW Ste 205 | Grand Rapids | MI | 49504 | None | PC | Program Support | $50,000 |
| Sparta Area Recreation Association | |||||||
| 182 N State St | Sparta | MI | 49345 | None | PC | Program Support | $25,000 |
| Special Olympics Michigan Inc | |||||||
| 1239 76th Street SW Suite E | Byron Center | MI | 49315 | None | PC | Capital Campaign | $50,000 |
| Special Olympics Michigan Inc | |||||||
| 1239 76th Street SW Suite E | Byron Center | MI | 49315 | None | PC | Program Support | $25,000 |
| Spectrum Health Foundation | |||||||
| 100 Michigan St NE | Grand Rapids | MI | 49503 | None | PC | Program Support | $1,098,333 |
| The Ferris Foundation | |||||||
| Prakken 101 420 Oak St | Big Rapids | MI | 49307 | None | PC | Program Support | $10,000 |
| Traverse Area Recreation & Transportation Trails I | |||||||
| PO Box 252 | Traverse City | MI | 49685 | None | PC | Capital Campaign | $10,000 |
| Unbridled Charitable Foundation Inc | |||||||
| PO Box 7331 | Louisville | KY | 40257 | None | PC | Program Support | $50,000 |
| University of Michigan - College of Literature Sc | |||||||
| 500 S State St | Ann Arbor | MI | 48109 | None | PC | Program Support | $175,000 |
| Van Andel Research Institute | |||||||
| 333 Bostwick Ave NE | Grand Rapids | MI | 49503 | None | PC | Program Support | $112,500 |
| Wayne State University | |||||||
| 5700 Cass Ave AAB NO 4900 | Detroit | MI | 48202 | None | PC | Program Support | $25,000 |
| Wayne State University Press | |||||||
| 4809 Woodward Ave | Detroit | MI | 48201 | None | PC | Program Support | $100,000 |
| Wedgwood Christian Services | |||||||
| 3300 36th St SE | Grand Rapids | MI | 49512 | None | PC | Capital Campaign | $20,000 |
| West Michigan Center For Arts And Technology | |||||||
| 98 East Fulton St Suite 202 | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $500,000 |
| West Michigan Environmental Action Council Educati | |||||||
| 1007 Lake Dr SE | Grand Rapids | MI | 49506 | None | PC | Program Support | $16,000 |
| West Michigan Horticultural Society Inc | |||||||
| 1000 E Beltline AVE NE | Grand Rapids | MI | 49525 | None | PC | Operating Support | $303,848 |
| West Michigan Horticultural Society Inc | |||||||
| 1000 E Beltline AVE NE | Grand Rapids | MI | 49525 | None | PC | Capital Campaign | $5,000,000 |
| West Michigan Trails & Greenways | |||||||
| PO Box 325 | Comstock Park | MI | 49321 | None | PC | Program Support | $150,000 |
| West Michigan Trails & Greenways | |||||||
| PO Box 325 | Comstock Park | MI | 49321 | None | PC | Operating Support | $15,000 |
| Western Michigan University Foundation | |||||||
| 1903 W Michigan Ave | Kalamazoo | MI | 49008 | None | PC | Capital Campaign | $50,000 |
| Whites Bridge Historical Society | |||||||
| PO Box 55 | Lowell | MI | 49331 | None | PC | Program Support | $50,000 |
| With Honor Action Inc | |||||||
| PO Box 813 | Alexandria | VA | 22313 | None | Operating Support | $50,000 | |
| Young Mens Christian Association Of Greater Grand | |||||||
| 475 Lake Michigan Dr NW | Grand Rapids | MI | 49504 | None | PC | Program Support | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,582,871 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Writers Museum Foundation | |||||||
| 180 N Michigan Ave Ste 505 | Chicago | IL | 60601 | NONE | PC | Capital Campaign | $750,000 |
| Boy Scouts Of America | |||||||
| 3213 Walker Avenue NW | Lansing | MI | 48917 | NONE | PC | Program Support | $225,000 |
| Calvin College | |||||||
| 3201 Burton St SE | Grand Rapids | MI | 49546 | NONE | PC | Capital Campaign | $1,000,000 |
| Calvin Theological Seminary | |||||||
| 3233 Burton St Se | Grand Rapids | MI | 49546 | NONE | PC | Program Support | $250,000 |
| Cherry Health Foundation | |||||||
| 100 Cherry St SE | Grand Rapids | MI | 49503 | NONE | PC | Capital Campaign | $40,000 |
| Covenant Academies Foundation | |||||||
| 125 Catherine Ave | Muskegon | MI | 49442 | NONE | PC | Capital Campaign | $200,000 |
| Covenant House Michigan | |||||||
| 2959 Martin Luther King Jr Blvd | Detroit | MI | 48208 | NONE | PC | Capital Campaign | $500,000 |
| DisArt | |||||||
| 50 Louis Street NW | Grand Rapids | MI | 49503 | NONE | PC | Program Support | $30,000 |
| Gerald R Ford International Airport Authority | |||||||
| 5500 44th Street SE | Grand Rapids | MI | 49512 | NONE | PC | Capital Campaign | $2,500,000 |
| Historical Society Of Michigan | |||||||
| 5815 Executive Dr | Lansing | MI | 48911 | NONE | PC | Program Support | $60,000 |
| Hospice Of Michigan Inc | |||||||
| 26957 Northwestern Hwy | Southfield | MI | 48033 | NONE | PC | Program Support | $5,000 |
| Inner City Christian Federation | |||||||
| 920 Cherry St Se | Grand Rapids | MI | 49506 | NONE | PC | Program Support | $15,000 |
| Kids Food Basket | |||||||
| 2055 Oak Industrial Drive Ne | Grand Rapids | MI | 49505 | NONE | PC | Capital Campaign | $1,000,000 |
| Mary Free Bed Rehabilitation Hospital Foundation | |||||||
| 235 Wealthy St SE | Grand Rapids | MI | 49503 | NONE | PC | Program Support | $20,000 |
| Muskegon County Community Foundation | |||||||
| 425 W Western Ave Ste 200 | Muskegon | MI | 49440 | NONE | PC | Program Support | $30,000 |
| Muskegon Museum Of Art Foundation | |||||||
| 296 W Webster Ave | Muskegon | MI | 49440 | NONE | PC | Operating Support | $20,000 |
| Ottawa County Parks Foundation Inc | |||||||
| Po Box 510 | Allendale | MI | 49401 | NONE | PC | Capital Campaign | $500,000 |
| Outdoor Discovery Center Macatawa Greenway | |||||||
| A-4214 56Th Street | Holland | MI | 49423 | NONE | PC | Program Support | $10,000 |
| St Cecilia Music Society | |||||||
| 24 Ransom Ave NE | Grand Rapids | MI | 49503 | NONE | PC | Operating Support | $50,000 |
| Wayne State University | |||||||
| 5700 Cass Avenue Ste 4900 | Detroit | MI | 48202 | NONE | Program Support | $50,000 | |
| West Michigan Dental Foundation Inc | |||||||
| 161 Ottawa Ave Nw Ste 511F | Grand Rapids | MI | 49503 | NONE | PC | Program Support | $25,000 |
| West Michigan Environmental Action Council Ed fdn | |||||||
| 1007 Lake Dr Se | Grand Rapids | MI | 49506 | NONE | PC | Program Support | $32,000 |
| West Michigan Symphony The Block | |||||||
| 360 W Western Ave Ste 200 | Muskegon | MI | 49440 | NONE | Operating Support | $10,000 | |
| West Michigan Trails & Greenways | |||||||
| Po Box 325 | Comstock Park | MI | 49321 | NONE | Operating Support | $45,000 | |
| Women's Resource Center | |||||||
| 678 Front Ave Nw Ste 180 | Grand Rapids | MI | 49504 | NONE | Operating Support | $70,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,437,000 | TotalGrantOrContriApprvFutAmt |
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 | $127,885 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,781,736 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,046 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,297,755 | 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 | $21,267,422 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,267,422 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LENA MEIJER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 WALKER NW | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49544 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $258,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $23,290 | Amt |
| Net Investment Income | $13,968 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,823 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $20,363,524 | EOYBookValueAmt |
| EOYFMV | $19,915,499 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $45,756,836 | EOYBookValueAmt |
| EOYFMV | $62,446,399 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,232,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,304,154 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,755 | LegalFeesAmt |
| Net Investment Income | $5,378 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,377 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (14 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PORTFOLIO ADVISORS SECONDARY F | $1,686,298 | $1,441,410 | $897,720 |
| K-1: PERENNIAL REAL ESTATE FUN | $676,838 | $553,638 | $201,755 |
| K-1: GPEO III FTE, LTD | $1,478,376 | $1,164,378 | $423,029 |
| K-1: MERRIWELL FUND L.P. | $34,378 | $1 | $1 |
| K-1: U.S. REAL ESTATE INVEST. | $2,708,545 | $2,731,559 | $5,061,841 |
| K-1: HOPEN LIFE SCIENCE FUND | $1,485,000 | $1,645,000 | $771,502 |
| K-1: BDT CAPITAL PARTNERS I-A | $4,000,000 | $3,735,430 | $5,761,065 |
| K-1: BDT CAPITAL PARTNERS II | $2,820,000 | $3,345,284 | $4,051,694 |
| K-1: LOST BOYS HOME DOCUMENTAR | $230,000 | $230,000 | $230,000 |
| K-1: PLYMOUTH VENTURE PARTNERS | $550,000 | $740,440 | $787,269 |
| K-1: GRAND ANGELS VENTURES | $137,500 | $520,000 | $520,000 |
| K-1: GA PRISM SPE, LLC | $10,000 | $10,000 | $10,000 |
| K-1: ABLATIVE SOLUTIONS INC | $20,000 | $20,000 | $20,000 |
| ACCRUALS | $0 | $549 | $549 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| SOFTWARE AND TECHNOLOGY | $18,874 | $0 | $0 | |
| INSURANCE | $10,180 | |||
| ADR FEES | $160 | $491 | ||
| MISC EXPENSE | $731 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (41 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $37,511 | |
| RETURN OF CAPITAL | $14,721 | |
| CLASS ACTION SETTLEMENT | $7,814 | |
| NORTHERN TRUST #6285 - OTHER INCOME | $14,507 | |
| K-1: ANDEAVOR LOGISTICS, L.P. | $4 | |
| K-1: BDT CAPITAL PARTNERS FUND I-A, L.P. | $138,566 | |
| K-1: BDT CAPITAL PARTNERS FUND II(TE)L.P | -$39,700 | |
| K-1: BUCKEYE PARTNERS, L.P. | $366 | |
| K-1: DOMINION MIDSTREAM PARTNERS, L.P. | -$118 | |
| K-1: ENBRIDGE ENERGY PARTNERS, L.P. | -$1 | |
| K-1: ENTERPRISE PRODUCTS PARTNERS, L.P. | -$273 | |
| K-1: ENERGY TRANSFER PARTNERS, L.P. | $481 | |
| K-1: ENERGY TRANSFER PARTNERS, L.P. | $657 | |
| K-1: EQT MIDSTREAM PARTNERS, L.P. | $117 | |
| K-1: GA PRISM SPE, LLC | -$40 | |
| K-1: GENESIS ENERGY L.P. | $311 | |
| K-1: GRAND ANGELS VENTURES FUND | -$4,453 | |
| K-1: HOPEN LIFE SCIENCE FUND II, L.P. | -$56,140 | |
| K-1: MAGELLAN MIDSTREAM PARTNERS, L.P. | $286 | |
| K-1: MERRIWELL FUND LIMITED PARTNERSHIP | -$244 | |
| K-1: MPLX, L.P. | $91 | |
| K-1: NOBLE MIDSTREAM PARTNERS, L.P. | $1 | |
| K-1: NUSTAR ENERGY, L.P. | -$37 | |
| K-1: ONEOK PARTNERS, L.P. | $3 | |
| K-1: PERENNIAL REAL ESTATE FUND, L.P. | -$2,703 | |
| K-1: PICTET INTERNATIONAL EQUITY FUND | $118,576 | |
| K-1: PLAINS ALL AMERICAN PIPELINE, L.P. | -$290 | |
| K-1: PHILLIPS 66 PARTNERS, L.P. | $1,040 | |
| K-1: PLYMOUTH VENTURE PARTNERS III, L.P. | -$12,622 | |
| K-1: SHELL MIDSTREAM PARTNERS, L.P. | $460 | |
| K-1: SPECTRA ENERGY PARTNERS, L.P. | -$46 | |
| K-1: SUNOCO LOGISTICS PARTNERS, L.P. | $78 | |
| K-1: SUNOCO LOGISTICS PARTNERS, L.P. | $10 | |
| K-1: SUNOCO LOGISTICS PARTNERS, L.P. | $250 | |
| K-1: SUNOCO, L.P. | $17 | |
| K-1: TALLGRASS ENERGY PARTNERS, L.P. | -$21 | |
| K-1: U.S. REAL ESTATE INVESTMENT FUND | $140,830 | |
| K-1: VALERO ENERGY PARTNERS, L.P. | $13 | |
| K-1: WESTERN GAS EQUITY PARTNERS, L.P. | $363 | |
| K-1: WESTERN GAS PARTNERS, L.P. | $10,027 | |
| K-1: WILLIAMS PARTNERS, L.P. | -$2,841 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX DIFFERENCES | $441 |
| BASIS ADJ FROM ASSET TRANSFERS BETWEEN | $960,958 |
| INVESTMENT ACCOUNTS | $0 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD R FORD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $15,000 | LoanOriginalAmt |
| Balance Due | $15,000 | BalanceDueAmt |
| Note | 2016-05 | NoteDt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $866,317 | $866,317 | $0 | |
| CONSULTING FEES | $48,000 | $48,000 | ||
| GREENVILLE PARTNERS ADMIN FEES | $186,481 | $139,861 | $46,620 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| OTHER TAX WITHHOLDINGS | $25,441 | $0 | $0 | |
| FOREIGN TAXES PAID | $39,818 | |||
| FEDERAL EXCISE TAXES | $170,000 | |||
| FROM K-1'S: FOREIGN TAXES PAID | $25,919 |