DOROTHY U DALTON FOUNDATION INC: Form 990PF, tax year 2017
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- Organization
- DOROTHY U DALTON FOUNDATION INC (EIN 38-2240062)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-16
- IRS object ID
- 201822289349100712
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-16T17:42:02-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | 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 | 382240062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY U DALTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 2693889800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GREENLEAF TR 211 S ROSE ST | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD N KILGORE | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 2693889800 | PhoneNum |
| Signature | 2018-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G THOMPSON CPA | PreparerPersonNm |
| PTIN | P00053844 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Preparation | 2018-07-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,455,831 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26,141 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,141 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $581,282 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $581,282 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,347,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,904,422 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,347,590 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,955,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,955,013 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,225 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $175,829 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,829 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,172 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,448 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,448 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $276,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,673 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,624,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,624,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,900,899 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,659,673 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,054,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,788,787 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,214 | CashBOYAmt |
| Cash EOY | $3,714 | CashEOYAmt |
| Cash EOYFMV | $3,714 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,171,019 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,569,991 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,569,991 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $14,485 | AcctRcvblAmt |
| Acct Rcvbl BOY | $12,944 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $14,485 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $14,485 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,660,256 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,499,975 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,454,257 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,812,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,161,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,128,033 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,979,998 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,505,337 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,485,344 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,774,986 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,720,758 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,800,007 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,421,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,475,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,455,831 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $14,119,390 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,119,390 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,302,076 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,356,190 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,421,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,475,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,421,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,475,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,421,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,054,114 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,475,580 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,475,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $13,760,595 | $11,556,832 | $2,203,763 | $2,203,763 | |
| CAPITAL GAINS DIVIDENDS | $143,827 | $143,827 | $143,827 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,347,590 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,635,878 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,494,350 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051942 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,791,637 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,958,560 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052760 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,118,136 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,377,868 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059872 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,666,593 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,837,963 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050752 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,799,085 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,095,946 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057856 | DistributionYr5Rt |
| Total Distribution | 0.273182 | TotalDistributionRt |
| Average Distribution | 0.054636 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,132,636 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,810,235 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27,888 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,838,123 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,659,673 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,776 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,776 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,776 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,947 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $84,947 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,171 | OverpaymentAmt |
| Applied To ES Tax | $29,171 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | RN KILGORE GREENLEAF TRUST | IndividualWithBooksNm |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JUDY K JOLLIFFE | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| RONALD N KILGORE | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | SECRETARY, TREASURER & DIR | 4.00 | $0 | $0 | $0 |
| ELIZABETH A BENNETT | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAY GARSIDE | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH A JOHANSSON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 1.00 | $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 ST | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ASSET MANAGEMENT | ServiceTypeTxt |
| Compensation | $175,829 | 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 | $30,210,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,426,692 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,637,194 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,637,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $504,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,132,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,656,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,656,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,776 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,776 | TotalTaxAmt |
| Distributable Before Adj | $1,600,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,600,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,600,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,659,673 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,659,673 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,659,673 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,600,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $540,622 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,394 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $421,509 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $120,103 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,487 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,243,115 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,659,673 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,600,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,817 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,301,932 | 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 | $540,622 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $761,310 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,394 | ExcessFromYear4Amt |
| Excess From Year3 | $421,509 | ExcessFromYear3Amt |
| Excess From Year2 | $120,103 | ExcessFromYear2Amt |
| Excess From Year1 | $90,487 | ExcessFromYear1Amt |
| Excess From Current Year | $58,817 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONALD N KILGORE GREENLEAF TRUST | 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 | APPLICANTS SHOULD SUBMIT A BRIEF DESCRIPTION AND BUDGET OF THE PROJECT OR PROGRAM THAT THE GRANT IS INTENDED TO FUND. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE BOARD MEETS TO ACT ON APPLICATIONS IN JUNE, SEPTEMBER AND DECEMBER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS OR LOANS WILL BE GIVEN TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AACORN FARM INC | |||||||
| 2016 N 5TH ST | KALAMAZOO | MI | 49009 | N/A | PC | GENERAL SUPPORT | $12,500 |
| ARTS COUNCIL OF GREATER KALAMAZOO | |||||||
| 359 S BURDICK ST STE 203 | KALAMAZOO | MI | 49007 | N/A | PC | GENERAL SUPPORT | $30,000 |
| BACH FESTIVAL SOCIETY | |||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | N/A | PC | GENERAL SUPPORT 2016-2017 SEASON | $3,000 |
| BALLET ARTS ENSEMBLE INC | |||||||
| 2018 RAMBLING ROAD | KALAMAZOO | MI | 49008 | N/A | PC | 2017 SPRING CONCERT | $3,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 3501 COVINGTON RD | KALAMAZOO | MI | 49001 | N/A | PC | ONE-TO-ONE MENTORING | $10,000 |
| BLACK ARTS & CULTURAL CENTER | |||||||
| 359 S KALAMAZOO MALL | KALAMAZOO | MI | 49007 | N/A | PC | GENERAL SUPPORT | $10,000 |
| BORGESS FOUNDATION | |||||||
| 1521 GULL RD | KALAMAZOO | MI | 49048 | N/A | PC | PSYCHIATRIC CRISIS UNIT | $50,000 |
| BOY SCOUTS OF AMERICA SOUTHERN SHORES | |||||||
| 3497 S 9TH STREET | KALAMAZOO | MI | 49009 | N/A | PC | STAFF AND VOLUNTEER TRAINING PROGRAM | $10,000 |
| BOYS & GIRLS CLUBS OF GREATER KALAMAZOO | |||||||
| 915 LAKE STREET | KALAMAZOO | MI | 49001 | N/A | PC | DOUGLAS UNIT OPERATIONS | $45,000 |
| BUILDING BLOCKS OF KALAMAZOO | |||||||
| 1822 W MILHAM AVE STE 4 | PORTAGE | MI | 49024 | N/A | PC | 2017 CATALYST PROGRAM PROJECT SITE | $5,000 |
| CAN-DO KITCHEN | |||||||
| 3501 LAKE ST | KALAMAZOO | MI | 49048 | N/A | PC | INCLUSIVE INCUBATION INITIATIVE | $3,500 |
| CENTER STAGE THEATRE | |||||||
| 2107 N 26TH STREET | KALAMAZOO | MI | 49048 | N/A | PC | 2017 SUMMER FAMILY THEATRICAL PROGRAM | $2,000 |
| CITY OF KALAMAZOO | |||||||
| 241 WEST SOUTH STREET | KALAMAZOO | MI | 49007 | N/A | PC | BRONSON PARK 21ST CAMPAIGN | $25,000 |
| COMMUNITY HEALING CENTERS | |||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | N/A | PC | ADDICTION TREATMENT SUPPORT | $50,000 |
| COMMUNITY HOMEWORKS | |||||||
| 504 S WESTNEDGE AVENUE | KALAMAZOO | MI | 49008 | N/A | PC | WEATHERIZATION, CRITICAL REPAIR, HOME EDUCATION | $10,000 |
| CONSTANCE BROWN HEARING & SPEECH CENTER | |||||||
| 4855 W CENTRE AVE | PORTAGE | MI | 49024 | N/A | PC | UNIVERSAL NEWBORN HEARING SCREENING | $10,000 |
| DISABILITY NETWORK SOUTHWEST MICHIGAN | |||||||
| 517 EAST CROSSTOWN PARKWAY | KALAMAZOO | MI | 49001 | N/A | PC | INDEPENDENT LIVING PROGRAM | $5,000 |
| DOUGLAS COMMUNITY ASSOCIATION | |||||||
| 1000 W PATERSON STREET | KALAMAZOO | MI | 49007 | N/A | PC | COMMUNITY HEALING FROM TRAUMA | $25,000 |
| ECUMENICAL SENIOR CENTER | |||||||
| 702 N BURDICK | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $7,500 |
| EDISON NEIGHBORHOOD ASSOCIATION | |||||||
| 816 WASHINGTON AVE | KALAMAZOO | MI | 49001 | N/A | PC | BUILDING BLOCKS PROGRAM | $4,500 |
| FAMILY & CHILDREN SERVICES | |||||||
| 1608 LAKE ST | KALAMAZOO | MI | 49001 | N/A | PC | MAKING ROOM FOR HOPE | $100,000 |
| FAMILY & CHILDREN SERVICES | |||||||
| 1608 LAKE ST | KALAMAZOO | MI | 49001 | N/A | PC | BRIDGE FUNDING | $50,000 |
| FARMERS ALLEY THEATRE INC | |||||||
| 700 MALL DRIVE | PORTAGE | MI | 49024 | N/A | PC | LIGHTING & SOUND EQUIPMENT - EXPANSION | $2,500 |
| FIRST DAY SHOE FUND | |||||||
| 6750 CHIME STREET | KALAMAZOO | MI | 49009 | N/A | PC | GENERAL SUPPORT | $8,500 |
| FONTANA CHAMBER ARTS | |||||||
| 359 S BURDICK ST SUITE 200 | KALAMAZOO | MI | 49007 | N/A | PC | OUTREACH AND EDUCATIONAL PROGRAMS | $7,500 |
| GFM THE SYNERGY | |||||||
| 625 HARRISON STREET | KALAMAZOO | MI | 49007 | N/A | PC | URBAN ZONE | $5,000 |
| GIRL SCOUTS HEART OF MICHIGAN | |||||||
| 601 WEST MAPLE STREET | KALAMAZOO | MI | 49008 | N/A | PC | ADVENTURE AT CAMP | $10,000 |
| GLASS ART KALAMAZOO | |||||||
| 326 W KALAMAZOO AVE 100 | KALAMAZOO | MI | 49007 | N/A | PC | EQUIPMENT | $2,500 |
| GOODWILL INDUSTRIES OF SW MICHIGAN | |||||||
| 420 E ALCOTT STREET | KALAMAZOO | MI | 49001 | N/A | PC | LIFE GUIDES | $12,000 |
| GRYPHON PLACE | |||||||
| 3245 S 8TH STREET | KALAMAZOO | MI | 49009 | N/A | PC | OPERATIONAL SUPPORT | $5,000 |
| GUARDIAN FINANCE AND ADVOCACY SERVICES | |||||||
| 1000 S BURDICK STREET 200 | KALAMAZOO | MI | 49001 | N/A | PC | GENERAL SUPPORT | $5,000 |
| HOSPITAL HOSPITALITY HOUSE OF KALAMAZOO INC | |||||||
| 527 W SOUTH ST | KALAMAZOO | MI | 49007 | N/A | PC | TWO HOUSES ONE HEART | $50,000 |
| HOUSING RESOURCES INC | |||||||
| 420 E ALCOTT ST 200 | KALAMAZOO | MI | 49001 | N/A | PC | GENERAL SUPPORT | $25,000 |
| IRVING S GILMORE INT'L KEYBOARD FESTIVAL | |||||||
| 359 S BURDICK ST SUITE 101 | KALAMAZOO | MI | 49007 | N/A | PC | GILMORE PIANO CAMP | $10,000 |
| JULIUS AND ESTER STULBERG STRING COMPETITION INC | |||||||
| 359 S KALAMAZOO MALL STE 14 | KALAMAZOO | MI | 49007 | N/A | PC | FEES FOR COMPETITION ADJUDICATORS | $4,000 |
| JUNIOR ACHIEVEMENT OF SOUTHWEST MICHIGAN | |||||||
| 2775 W DICKMAN RD H3 | SPRINGFIELD | MI | 49037 | N/A | PC | TAKING CARE OF BUSINESS | $3,000 |
| KAIROS DWELLING | |||||||
| 2945 GULL RD | KALAMAZOO | MI | 49048 | N/A | PC | GENERAL SUPPORT | $25,000 |
| KALAMAZOO AVIATION HISTORY MUSEUM | |||||||
| 6151 PORTAGE ROAD | PORTAGE | MI | 49002 | N/A | PC | SCIENCE INSPIRATION FUND | $10,000 |
| KALAMAZOO CENTER FOR YOUTH AND COMMUNITY | |||||||
| PO BOX 50227 | KALAMAZOO | MI | 49005 | N/A | PC | EASTSIDE YOUTH ACADEMICS | $10,000 |
| KALAMAZOO CHILDREN'S CHORUS | |||||||
| PO BOX 50414 | KALAMAZOO | MI | 49005 | N/A | PC | SPANISH CHOIR | $2,000 |
| KALAMAZOO CIVIC THEATER | |||||||
| 329 S PARK STREET | KALAMAZOO | MI | 49007 | N/A | PC | ADVANCEMENT CAMPAIGN | $100,000 |
| KALAMAZOO CIVIC THEATER | |||||||
| 329 S PARK STREET | KALAMAZOO | MI | 49007 | N/A | PC | GENERAL SUPPORT | $150,000 |
| KALAMAZOO COLLECTIVE HOUSING | |||||||
| 315 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | N/A | PC | AFFORDABLE HOUSING REHABILITATION | $5,000 |
| KALAMAZOO COLLEGE | |||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | N/A | PC | FESTIVAL PLAYHOUSE | $40,000 |
| KALAMAZOO COUNTY READY 4S | |||||||
| 259 E MICHIGAN AVE 209 | KALAMAZOO | MI | 49007 | N/A | PC | GENERAL SUPPORT | $20,000 |
| KALAMAZOO JUNIOR GIRL'S ORGANIZATION | |||||||
| 1114 PATERSON ST | KALAMAZOO | MI | 49007 | N/A | PC | OUT OF SCHOOL TIME PROGRAMS | $10,000 |
| KALAMAZOO GOSPEL MISSION | |||||||
| 448 N BURDICK ST | KALAMAZOO | MI | 49007 | N/A | PC | CAPITAL CAMPAIGN | $50,000 |
| KALAMAZOO IN BLOOM | |||||||
| PO BOX 20178 | KALAMAZOO | MI | 49019 | N/A | PC | COMMUNITY PLANTINGS | $5,000 |
| KALAMAZOO INSTITUTE OF ARTS | |||||||
| 314 SOUTH PARK STREET | KALAMAZOO | MI | 49007 | N/A | PC | KIA YOUTH EDUCATION PROGRAMS | $20,000 |
| KALAMAZOO JUNIOR SYMPHONY | |||||||
| 714 S WESTNEDGE | KALAMAZOO | MI | 49007 | N/A | PC | EARLY ORCHESTRAL TRAINING PROGRAM | $4,000 |
| KALAMAZOO LOAVES AND FISHES | |||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | N/A | PC | GENERAL SUPPORT | $25,000 |
| KALAMAZOO NEIGHBORHOOD HOUSING SERVICES | |||||||
| 802 S WESTNEDGE AVE | KALAMAZOO | MI | 49008 | N/A | PC | 2016 HOMEOWNERSHIP SERVICES | $8,000 |
| KALAMAZOO PUBLIC LIBRARY | |||||||
| 315 S ROSE ST | KALAMAZOO | MI | 49007 | N/A | PC | ONE PLACE PROGRAMS AND SERVICES | $15,000 |
| KALAMAZOO SINGERS | |||||||
| 321 W SOUTH STREET | KALAMAZOO | MI | 49007 | N/A | PC | 40TH ANNIVERSARY CONCERT | $2,500 |
| KALAMAZOO SYMPHONY ORCHESTRA | |||||||
| 359 S BURDICK ST SUITE 100 | KALAMAZOO | MI | 49007 | N/A | PC | ARTISTS IN RESIDENCE PROGRAM | $20,000 |
| KALAMAZOO VALLEY HABITAT FOR HUMANITY | |||||||
| 1126 GULL ROAD | KALAMAZOO | MI | 49048 | N/A | PC | HOUSING SOLUTIONS FOR LOW INCOME FAMILIES | $15,000 |
| LOCAL INITIATIVES SUPPORT CORP | |||||||
| 141 E MICHIGAN AVE 501 | KALAMAZOO | MI | 49007 | N/A | PC | SUSTAINABLE COMMUNITIES INITIATIVE | $25,000 |
| MAKE A WISH FOUNDATION OF MICHIGAN | |||||||
| 7600 GRAND RIVER AVENUE STE 175 | BRIGHTON | MI | 48114 | N/A | PC | KALAMAZOO-WISH GRANTING PROGRAM | $5,000 |
| MICHIGAN FESTIVAL OF SACRED MUSIC | |||||||
| PO BOX 50566 | KALAMAZOO | MI | 49005 | N/A | PC | GENERAL SUPPORT | $2,500 |
| MICHIGAN YOUTH ARTS FESTIVAL | |||||||
| 410 S CEDAR SUITE F | LANSING | MI | 48912 | N/A | PC | GENERAL SUPPORT | $2,500 |
| MINISTRY WITH COMMUNITY | |||||||
| 440 N CHURCH STREET | KALAMAZOO | MI | 49007 | N/A | PC | DROP-IN MEALS PROGRAM | $30,000 |
| NEW VIC THEATRICALS INC | |||||||
| 134 E VINE STREET | KALAMAZOO | MI | 49001 | N/A | PC | GENERAL SUPPORT | $2,500 |
| NEW YEAR'S FEST | |||||||
| 346 W MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | N/A | PC | 2017-18 NEW YEAR'S FEST | $10,000 |
| OPEN DOORS KALAMAZOO | |||||||
| 1141 S ROSE ST 3 | KALAMAZOO | MI | 49001 | N/A | PC | GENERAL SUPPORT | $23,000 |
| OPEN ROADS BIKE PROGRAM | |||||||
| 1523 RIVERVIEW DRIVE | KALAMAZOO | MI | 49004 | N/A | PC | EARN A BIKE PROGRAM | $3,000 |
| PARKS FOUNDATION OF KALAMAZOO COUNTY | |||||||
| 3299 GULL RD | KALAMAZOO | MI | 49048 | N/A | PC | CAPITAL IMPROVEMENTS - KALAMAZOO RIVER VALLEY TRAIL CAPITAL CAMPAIGN | $25,000 |
| PRETTY LAKE VACATION CAMP | |||||||
| 9123 WEST Q AVENUE | MATTAWAN | MI | 49071 | N/A | PC | CAMPER SUPPORT PROGRAM | $20,000 |
| READ AND WRITE KALAMAZOO | |||||||
| 802 S WESTNEDGE AVE | KALAMAZOO | MI | 49008 | N/A | PC | RAWK CAPACITY BUILDING | $3,000 |
| RENAISSANCE ENTERPRISES CO | |||||||
| 359 S KALAMAZOO MALL SUITE 203 | KALAMAZOO | MI | 49007 | N/A | PC | GENERAL SUPPORT | $2,500 |
| SHERMAN LAKE YMCA | |||||||
| 6225 N 39TH ST | AUGUSTA | MI | 49012 | N/A | PC | CAPITAL RENEWAL | $50,000 |
| SLD READ | |||||||
| 5250 LOVERS LANE SUITE LL100 | KALAMAZOO | MI | 49002 | N/A | PC | SUPPORT FOR KALAMAZOO CITY ATTENDEES | $7,500 |
| SPECIAL OLYMPICS MICHIGAN | |||||||
| 4024 STUDENT RECREATION CENTER WMU | KALAMAZOO | MI | 49008 | N/A | PC | KALAMAZOO PARTICIPANTS - SPECIAL OLYMPICS AT WMU | $5,000 |
| UNITED WAY OF BATTLE CREEK AND KALAMAZOO REGION | |||||||
| 409 S WESTNEDGE AVE | KALAMAZOO | MI | 49007 | N/A | PC | ANNUAL CAMPAIGN 2016-2017 | $70,000 |
| URBAN ALLIANCE INC | |||||||
| 1009 E STOCKBRIDGE AVE | KALAMAZOO | MI | 49001 | N/A | PC | URBAN OUTREACH - URBAN YOUTH DEVELOPMENT | $10,000 |
| WELLSPRING CORI TERRY & DANCERS | |||||||
| 359 S KALAMAZOO MALL 204 | KALAMAZOO | MI | 49007 | N/A | PC | OUTREACH PROGRAMS | $5,000 |
| WEST MICHIGAN CANCER CENTER | |||||||
| 200 N PARK ST | KALAMAZOO | MI | 49007 | N/A | PC | PATIENT CARE SERVICES PROGRAM | $5,000 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE SEIBERT ADMIN | KALAMAZOO | MI | 49008 | N/A | PC | CAPITAL CAMPAIGN | $100,000 |
| YWCA | |||||||
| 352 E MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | N/A | PC | SEXUAL ASSAULT PROGRAM | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,624,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BALLET ARTS ENSEMBLE INC | |||||||
| 2018 RAMBLING ROAD | KALAMAZOO | MI | 49008 | N/A | PC | 2018 SPRING CONCERT | $3,000 |
| BORGESS FOUNDATION | |||||||
| 1521 GULL RD | KALAMAZOO | MI | 49048 | N/A | PC | PSYCHIATRIC CRISIS INTERVENTION UNIT | $50,000 |
| BOYS & GIRLS CLUBS OF GREATER KALAMAZOO | |||||||
| 915 LAKE STREET | KALAMAZOO | MI | 49001 | N/A | PC | DOUGLAS UNIT OPERATIONS | $45,000 |
| COMMUNITY HOMEWORKS | |||||||
| 504 S WESTNEDGE AVENUE | KALAMAZOO | MI | 49008 | N/A | PC | WEATHERIZATION, CRITICAL REPAIR, HOME EDUCATION | $10,000 |
| DISABILITY NETWORK OF SOUTHWEST MICHIGAN | |||||||
| 517 EAST CROSSTOWN PARKWAY | KALAMAZOO | MI | 49001 | N/A | PC | INDEPENDENT LIVING PROGRAM | $5,000 |
| FIRST DAY SHOE FUND | |||||||
| 6750 CHIME STREET | KALAMAZOO | MI | 49009 | N/A | PC | GENERAL SUPPORT | $4,500 |
| GIRL SCOUTS HEART OF MICHIGAN | |||||||
| 601 WEST MAPLE STREET | KALAMAZOO | MI | 49008 | N/A | PC | KALAMAZOO COUNTY OUTREACH | $10,000 |
| GOODWILL INDUSTRIES OF SW MICHIGAN | |||||||
| 420 E ALCOTT STREET | KALAMAZOO | MI | 49001 | N/A | PC | LIFE GUIDES | $12,000 |
| HOSPITAL HOSPITALITY HOUSE OF KALAMAZOO INC | |||||||
| 527 W SOUTH ST | KALAMAZOO | MI | 49007 | N/A | PC | TWO HOUSES ONE HEART | $50,000 |
| JULIUS AND ESTER STULBERG STRING COMPETITION INC | |||||||
| 359 S KALAMAZOO MALL STE 14 | KALAMAZOO | MI | 49007 | N/A | PC | FEES FOR COMPETITION ADJUDICATORS | $4,000 |
| KAIROS DWELLING | |||||||
| 2945 GULL RD | KALAMAZOO | MI | 49048 | N/A | PC | GENERAL SUPPORT | $25,000 |
| KALAMAZOO CIVIC THEATER | |||||||
| 329 S PARK STREET | KALAMAZOO | MI | 49007 | N/A | PC | ADVANCEMENT CAMPAIGN | $100,000 |
| KALAMAZOO COLLEGE | |||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | N/A | PC | FESTIVAL PLAYHOUSE | $40,000 |
| KALAMAZOO COUNTY HUMANE SOCIETY | |||||||
| 2500 LAKE ST | KALAMAZOO | MI | 49048 | N/A | PC | CAPITAL CAMPAIGN | $50,000 |
| KALAMAZOO GOSPEL MISSION | |||||||
| 448 BURDICK STREET | KALAMAZOO | MI | 49007 | N/A | PC | CAPITAL CAMPAIGN | $50,000 |
| KALAMAZOO JUNIOR SYMPHONY | |||||||
| 714 S WESTNEDGE | KALAMAZOO | MI | 49007 | N/A | PC | EARLY ORCHESTRAL TRAINING PROGRAM | $4,000 |
| OPEN ROADS BIKE PROGRAM | |||||||
| 1523 RIVERVIEW DRIVE | KALAMAZOO | MI | 49004 | N/A | PC | EARN A BIKE PROGRAM | $3,000 |
| PARKS FOUNDATION OF KALAMAZOO COUNTY | |||||||
| 3299 GULL RD | KALAMAZOO | MI | 49048 | N/A | PC | CAPTIAL IMPROVEMENTS - KALAMAZOO RIVER VALLEY TRAIL CAPITAL CAMPAIGN | $25,000 |
| SPECIAL OLYMPICS MICHIGAN | |||||||
| 4024 STUDENT RECREATION CENTER WMU | KALAMAZOO | MI | 49008 | N/A | PC | KALAMAZOO PARTICIPANTS - SPECIAL OLYMPICS AT WMU | $5,000 |
| UNITED WAY OF BATTLE CREEK AND KALAMAZOO REGION | |||||||
| 709 S WESTNEDGE AVE | KALAMAZOO | MI | 49007 | N/A | PC | ANNUAL CAMPAIGN | $60,000 |
| WELLSPRING CORI TERRY & DANCERS | |||||||
| 359 S KALAMAZOO MALL 204 | KALAMAZOO | MI | 49007 | N/A | PC | COMMUNITY ENGAGEMENT | $3,500 |
| WEST MICHIGAN CANCER CENTER | |||||||
| 200 N PARK ST | KALAMAZOO | MI | 49007 | N/A | PC | PATIENT CARE SERVICES PROGRAM | $5,000 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE SEIBERT ADMIN | KALAMAZOO | MI | 49008 | N/A | PC | KALAMAZOO COLLABORATIVE CARE PROJECT | $20,000 |
| YWCA | |||||||
| 352 E MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | N/A | PC | SEXUAL ASSAULT PROGRAM | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $644,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,141 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $581,282 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,347,590 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,955,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,955,013 | 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 | ACCOUNTING & TAX SERVICES - PLANTE & MORAN, PLLC | CategoryTxt |
| Amt | $8,450 | Amt |
| Net Investment Income | $4,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,225 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21ST CENTY FOX AMER INC 4.000% 10/01/23 | $151,922 | $156,852 |
| AMGEN INC 3.450% 10/01/2020 | $154,365 | $154,146 |
| ANHEUSER BUSCH INBEV FIN 2.6250% 01/17/23 | $122,538 | $124,554 |
| APPLE INC 2.8500% 05/06/21 | $151,596 | $152,406 |
| AT&T INC 2.6250% 12/01/22 | $98,455 | $98,444 |
| BOEING CO 1.650% 10/30/20 | $150,695 | $147,980 |
| BURLINGTON NORTHN SANTA FE 3.400% 09/01/24 | $99,096 | $103,577 |
| CARDINAL HEALTH INC 3.200% 06/15/22 | $102,078 | $100,542 |
| CHEVRON CORP 3.1910% 06/24/23 | $127,326 | $128,453 |
| COCA COLA CO 1.875% 10/27/20 | $152,097 | $149,225 |
| COMCAST CORP 6.5000% 01/15/17 | $149,688 | $145,055 |
| CVS HEALTH CORP 2.125% 06/01/2021 | $147,041 | $146,386 |
| DISNEY WALT CO MTNS BE 2.450% 03/04/2022 | $99,944 | $99,892 |
| DR. PEPPER SNAPPLE GROUP INC 2.700% 11/15/2022 | $148,268 | $149,510 |
| DUKE ENERGY CORP NEW 3.050% 08/15/22 | $99,912 | $101,097 |
| EOG RES INC 2.450% 04/01/20 | $151,900 | $150,429 |
| OMNICOM GROUP INC 6.2500% 07/15/19 | $361,081 | $343,583 |
| ORACLE CORP 2.8000% 07/08/21 | $102,529 | $101,470 |
| PFIZER INC 1.450% 06/03/19 | $150,199 | $148,816 |
| QUALCOMM INC 2.250% 05/20/20 | $99,516 | $99,229 |
| SOUTHERN PWR CO 2.375% 06/01/20 | $148,035 | $149,670 |
| UNITED TECHNOLOGIES CORP 3.100% 06/01/22 | $156,820 | $152,785 |
| VERIZON COMMUNICATIONS INC 4.150% 03/15/24 | $102,944 | $105,179 |
| WAL-MART STORES INC 2.550% 04/11/23 | $125,349 | $125,456 |
| WELLS FARGO CO MTN BE 2.550% 12/07/20 | $151,943 | $150,608 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $69,851 | $97,679 |
| ADVANCED AUTO PARTS | $82,182 | $51,839 |
| ALLY FINL INC | $87,272 | $122,180 |
| ALPHABET INC. CI C | $103,878 | $141,264 |
| AMBARELLA INC | $50,511 | $49,056 |
| AMDOCS LTD | $37,607 | $43,544 |
| AMERCIAN TOWER CORP | $69,887 | $94,876 |
| AMERICAN ELECTRIC POWER CO INC | $43,198 | $43,155 |
| APPLE INC | $35,455 | $98,153 |
| ARCH CAPITAL GROUP LTD | $83,833 | $87,593 |
| CANADIAN PACIFIC RAILWAY LTD | $126,239 | $154,432 |
| CELGENE CORPORATION | $21,744 | $76,183 |
| CHUBB LIMITED | $44,466 | $86,217 |
| CITIGROUP INC | $112,232 | $149,564 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | $73,907 | $92,326 |
| COLGATE-PALMOLIVE CO | $78,177 | $86,013 |
| DANAHER CORP | $68,655 | $94,676 |
| DOLLAR GENERAL CORP | $123,676 | $166,488 |
| EDWARDS LIFESCIENCES CORP | $58,346 | $83,969 |
| GILEAD SCIENCES INC | $96,072 | $148,759 |
| HOLOGIC INC | $83,229 | $83,149 |
| JOHNSON & JOHNSON | $37,521 | $46,108 |
| JONES LANG LASALLE INC | $43,544 | $53,615 |
| LABORATORY CORP AMER HOLDINGS | $77,799 | $79,755 |
| MONDELEZ INTERNATIONAL INC | $174,242 | $166,064 |
| MONSANTO CO | $67,185 | $85,833 |
| NESTLE SA ADR | $87,190 | $87,689 |
| NIKE INC CI B | $92,533 | $101,331 |
| PAYPAL HLDGS INC | $49,219 | $118,896 |
| PEPSICO INC | $20,090 | $89,340 |
| PRICELINE GROUP INC | $87,157 | $81,674 |
| PROCTER & GAMBLE CO | $77,198 | $90,502 |
| ROPER TECHNOLOGIES, INC. | $63,966 | $97,125 |
| SABRE CORP | $87,483 | $81,795 |
| SABRE CORP COM SALESFORCE.COM INC. | $74,536 | $101,208 |
| SHERWIN-WILLIAMS COMPANY | $59,806 | $100,460 |
| STARBUCKS CORP | $119,217 | $119,742 |
| STRYKER CORP | $14,857 | $94,452 |
| SYNCHRONY FINL | $83,570 | $116,216 |
| TJX COS INC | $120,555 | $121,571 |
| US BANCORP | $71,903 | $87,335 |
| VISA INC | $101,332 | $156,207 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,499,975 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,454,257 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPHASIMPLEX MANAGED FUTURES STRATEGY FD CL Y | AT COST | $408,336 | $465,577 |
| AMERICAN BEACON INTERNATIONAL EQUITY FUND | AT COST | $1,086,114 | $1,141,422 |
| DELAWARE EMERGING MARKET | AT COST | $692,250 | $1,096,022 |
| ENERGY SELECT SECTOR SPDR FUND | AT COST | $218,832 | $284,704 |
| FIDELITY DIVERSIFIED INTERNATIONAL FUND | AT COST | $1,015,645 | $1,128,656 |
| FIDELITY FLOATING RATE HIGH INCOME | AT COST | $361,809 | $348,066 |
| HARTFORD INTERNATIONAL OPPORTUNITIES Y | AT COST | $987,148 | $1,133,096 |
| ISHARES TR S & P SMALLCAP 600 INDEX | AT COST | $911,093 | $1,027,334 |
| ISHARES TR S&P MIDCAP 400 | AT COST | $1,396,365 | $1,540,065 |
| JHANCOCK GLOBAL ABSOLUTE RET STRATS I | AT COST | $924,000 | $962,793 |
| MATTHEWS PACIFIC TIGER FUND CL I | AT COST | $832,194 | $1,207,266 |
| S&P 500 INDEX ISHARES | AT COST | $8,906,797 | $10,469,019 |
| TEMPLETON GLOBAL BOND FUND ADVISOR CL | AT COST | $352,776 | $338,577 |
| VOYA GLOBAL REAL ESTATE FUND CLASS I | AT COST | $209,338 | $209,558 |
| VOYA MUT FDS GLB R/S FD I | AT COST | $418,061 | $447,852 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $20 | $0 | $20 |
| DOMAIN NAME | $49 | $0 | $49 |
| MEMBERSHIP DUES | $2,500 | $0 | $2,500 |
| SUBSCRIPTIONS | $4,879 | $0 | $4,879 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT & MANAGEMENT SERVICES - GREENLEAF TRUST | CategoryTxt |
| Amt | $175,829 | Amt |
| Net Investment Income | $151,829 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $10,172 | $10,172 | $0 |
| EXCISE TAX | $75,000 | $0 | $0 |