JOHN E FETZER INSTITUTE INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOHN E FETZER INSTITUTE INC (EIN 38-6052788)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-05
- IRS object ID
- 201840649349100804
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-05T17:38:01-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386052788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John E Fetzer Institute Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRADLEY S MILLER | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2693752000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 West KL Avenue | AddressLine1Txt |
| City | Kalamazoo | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490095316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY S MILLER | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 2693752000 | PhoneNum |
| Signature | 2018-02-27 | 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 | 38868920180645000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-03-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 05FFAD244DA32E2B731DEAE788AC2321AD67D1E7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2767BCF7E269D2D3434BA551614CF79CF55D6980 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $564,188,685 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,910,766 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,215,003 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,215,003 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,215,003 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,172,525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $271,815,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,172,525 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,153,256 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $8,458 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,397 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,759 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $20,306,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,390,925 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,373,018 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,588,414 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,392,744 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,099,100 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,294,770 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,088,086 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,068,521 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $48,221 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $42,483 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,742 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,940 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,940 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $31,802 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,730,427 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,097,123 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,097,123 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,671,013 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,336,306 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $762,875 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,197,709 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,177,571 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $587,876 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $16,894 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $16,894 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $556,697 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $32,594 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $32,578 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,796,464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,364 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $14,364 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,970,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,302,814 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,131,321 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,131,321 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,238,329 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $772,437 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $781,737 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,075,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,131,321 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,131,321 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,020,066 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,768,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,259,604 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,241,697 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $140,037 | CashBOYAmt |
| Cash EOY | $945,125 | CashEOYAmt |
| Cash EOYFMV | $945,125 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $408,436 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $304,985 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $304,985 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $392,958,639 | CorporateStockBOYAmt |
| Corporate Stock EOY | $447,628,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $447,628,019 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $64,045,681 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $63,856,487 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $63,856,487 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $47,104,093 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,735,492 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,735,492 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $28,626,652 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,719,979 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,514,977 | LandBOYAmt |
| Land EOY | $11,906,673 | LandEOYAmt |
| Land EOYFMV | $11,906,673 | LandEOYFMVAmt |
| Other Assets BOY | $851,139 | OtherAssetsBOYAmt |
| Other Assets EOY | $811,904 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $811,904 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $517,023,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $564,188,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $564,188,685 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,526,711 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,455,254 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $5,927,514 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,176,765 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,454,225 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,632,019 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $509,568,777 | UnrestrictedBOYAmt |
| Unrestricted EOY | $555,556,666 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $509,568,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $555,556,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $517,023,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $564,188,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $509,568,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,768,499 | ExcessRevenueOverExpensesAmt |
| Other Increases | $52,756,388 | OtherIncreasesAmt |
| Subtotal | $555,556,666 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $555,556,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| NORTHERN TRUST - LONG TERM | $198,935,012 | $194,912,713 | $4,022,299 | $4,022,299 |
| NORTHERN TRUST - SHORT TERM | $72,880,449 | $64,727,193 | $8,153,256 | $8,153,256 |
| GAIN/LOSS ON ASSET DISPOSAL | $3,030 | -$3,030 | -$3,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,172,525 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,153,256 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,839,775 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $491,229,924 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028174 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,837,566 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $509,720,813 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031071 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,721,089 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $480,347,340 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,977,537 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $424,295,875 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058868 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,056,655 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $397,892,328 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050407 | DistributionYr5Rt |
| Total Distribution | 0.205412 | TotalDistributionRt |
| Average Distribution | 0.041082 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $521,166,258 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,410,552 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $162,596 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,573,148 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,177,666 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $162,596 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $162,596 | SubtotalAmt |
| Tax Based On Investment Income | $162,596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $292,020 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $292,020 | TotalPaymentsAndCreditsAmt |
| Overpayment | $129,424 | OverpaymentAmt |
| Applied To ES Tax | $129,424 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | WWW.FETZER.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY S MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2693752000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 WEST KL AVENUE | AddressLine1Txt |
| City | Kalamazoo | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490095316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT F LEHMAN | ||||||||
| 9292 West KL Avenue | Kalamazoo | MI | 490095316 | PRES EMERITUS, CHAIR & TRUSTEE | 40.0 | $331,374 | $33,137 | $22,015 |
| CAROLYN T BROWN | ||||||||
| 9292 West KL Avenue | Kalamazoo | MI | 490095316 | TRUSTEE | 8.0 | $70,200 | $0 | $0 |
| BRUCE M CARLSON | ||||||||
| 9292 West KL Avenue | Kalamazoo | MI | 490095316 | TRUSTEE | 8.0 | $70,200 | $0 | $0 |
| LYNNE TWIST | ||||||||
| 9292 West KL Avenue | Kalamazoo | MI | 490095316 | TRUSTEE | 8.0 | $70,200 | $0 | $0 |
| KATHLEEN M CAVANAUGH | ||||||||
| 9292 West KL Avenue | Kalamazoo | MI | 490095316 | PLANNING OFFICER/SECRETARY | 40.0 | $148,852 | $14,885 | $11,198 |
| TIMOTHY J JONES | ||||||||
| 9292 West KL Avenue | Kalamazoo | MI | 490095316 | VICE PRESIDENT OPERATIONS | 40.0 | $185,441 | $18,544 | $21,434 |
| ROBERT A BOISTURE | ||||||||
| 9292 West KL Avenue | Kalamazoo | MI | 490095316 | PRESIDENT & TRUSTEE | 40.0 | $510,558 | $27,162 | $84,553 |
| DEBORAH S HIGGINS | ||||||||
| 9292 West KL Avenue | Kalamazoo | MI | 490095316 | Vice President of Programs | 40.0 | $201,589 | $20,159 | $21,485 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BRAD MILLER | ||||||||
| 9292 WEST KL AVENUE | KALAMAZOO | MI | 490095316 | DIRECTOR OF FINANCE | 40.0 | $143,992 | $14,399 | $26,905 |
| JULIE GANT | ||||||||
| 9292 WEST KL AVENUE | KALAMAZOO | MI | 490095316 | DIR IS & SERVICES | 40.0 | $119,617 | $11,962 | $11,510 |
| GILLIAN GONDA | ||||||||
| 9292 WEST KL AVENUE | KALAMAZOO | MI | 490095316 | PROGRAM DIRECTOR | 40.0 | $119,219 | $11,922 | $26,026 |
| KURIAN THOMAS | ||||||||
| 9292 WEST KL AVENUE | KALAMAZOO | MI | 490095316 | PROGRAM DIRECTOR | 40.0 | $116,589 | $11,659 | $26,177 |
| MOHAMMED MOHAMMED | ||||||||
| 9292 WEST KL AVENUE | KALAMAZOO | MI | 490095316 | PROGRAM DIRECTOR | 40.0 | $114,100 | $11,410 | $26,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 27 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRX INC | |||||
| PO BOX 382234 | CAMBRIDGE | MA | 02238 | PROGRAM CONSULTING | $2,076,980 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||
| 1033 MASSACHUSETTS AVE 5TH FLOOR | CAMBRIDGE | MA | 02138 | PROGRAM CONSULTING | $1,188,706 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | PROGRAM CONSULTING | $1,000,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||
| 1848 UNIVERSITY AVE | MADISON | WI | 537088860 | PROGRAM CONSULTING | $1,000,000 |
| KRISTA TIPPETT PUBLIC PRODUCTIONS | |||||
| 1619 HENNEPIN AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | PROGRAM CONSULTING | $983,086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 58 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ON BEING SEE FOOTNOTE #1 | Description1Txt |
| Expenses1 | $2,076,980 | Expenses1Amt |
| Description2 | HARVARD DIVINITY SCHOOL PARTNERSHIP SEE FOOTNOTE #2 | Description2Txt |
| Expenses2 | $1,371,456 | Expenses2Amt |
| Description3 | COLLABORATIVE FOR SPIRITUAL DEVELOPMENT SEE FOOTNOTE #3 | Description3Txt |
| Expenses3 | $1,000,000 | Expenses3Amt |
| Description4 | HEALTHY MINDS INNOVATIONS SEE FOOTNOTE #4 | Description4Txt |
| Expenses4 | $1,000,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $220,259,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $252,567 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $308,590,580 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $529,102,800 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $529,102,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,936,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $521,166,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,058,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,020,066 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,157,600 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,177,666 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $162,596 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,015,070 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1995-03-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,241,697 | CurrentYearAmt |
| Year1 | $5,829,524 | Year1Amt |
| Year2 | $6,125,465 | Year2Amt |
| Year3 | $7,673,478 | Year3Amt |
| Total | $31,870,164 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,405,442 | CurrentYearAmt |
| Year1 | $4,955,095 | Year1Amt |
| Year2 | $5,206,645 | Year2Amt |
| Year3 | $6,522,456 | Year3Amt |
| Total | $27,089,638 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $26,177,666 | CurrentYearAmt |
| Year1 | $13,839,775 | Year1Amt |
| Year2 | $15,837,566 | Year2Amt |
| Year3 | $17,721,089 | Year3Amt |
| Total | $73,576,096 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $772,437 | CurrentYearAmt |
| Year1 | $839,980 | Year1Amt |
| Year2 | $970,516 | Year2Amt |
| Year3 | $995,387 | Year3Amt |
| Total | $3,578,320 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $25,405,229 | CurrentYearAmt |
| Year1 | $12,999,795 | Year1Amt |
| Year2 | $14,867,050 | Year2Amt |
| Year3 | $16,725,702 | Year3Amt |
| Total | $69,997,776 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $564,188,685 | CurrentYearAmt |
| Year1 | $517,023,002 | Year1Amt |
| Year2 | $532,624,243 | Year2Amt |
| Year3 | $532,800,038 | Year3Amt |
| Total | $2,146,635,968 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,372,209 | CurrentYearAmt |
| Year1 | $16,374,331 | Year1Amt |
| Year2 | $16,990,694 | Year2Amt |
| Year3 | $16,011,578 | Year3Amt |
| Total | $66,748,812 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Animal's Best Friend Fund Inc | |||||||
| PO Box 443 | Oshtemo | MI | 490770443 | NONE | PC | INSTITUTIONAL SUPPORT | $16,500 |
| CENTERPOINT CHURCH | |||||||
| 2345 NORTH 10TH STREET | KALAMAZOO | MI | 490099185 | NONE | PC | INSTITUTIONAL SUPPORT | $7,000 |
| CULTURE IS NOT OPTIONAL | |||||||
| PO BOX 1 | THREE RIVERS | MI | 49093 | NONE | PC | INSTITUTIONAL SUPPORT | $8,300 |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 EAST MICHIGAN AVENUE | KALAMAZOO | MI | 490073888 | NONE | PC | COMMUNITY GIVING | $312,528 |
| LAKE OF THE ISLES LUTHERAN CHURCH | |||||||
| 2020 WEST LAKE OF THE ISLES PARKWAY | MINNEAPOLIS | MN | 554052438 | NONE | PC | INSTITUTIONAL SUPPORT | $11,048 |
| MT ZION BAPTIST CHURCH | |||||||
| 120 ROBERSON | KALAMAZOO | MI | 490073357 | NONE | PC | INSTITUTIONAL SUPPORT | $30,000 |
| PACHAMAMA ALLIANCE | |||||||
| PRESIDIO BLDG 1009 | SAN FRANCISCO | CA | 941299191 | NONE | PC | INSTITUTIONAL SUPPORT | $24,000 |
| UNION CONGREGATIONAL CHURCH | |||||||
| 401 LAKE AVENUE | HACKENSACK | MN | 56452 | NONE | PC | INSTITUTIONAL SUPPORT | $20,000 |
| WESTERN MICHIGAN UNIVERSITY | |||||||
| 1903 WEST MICHIGAN | KALAMAZOO | MI | 490085403 | NONE | PC | INSTITUTIONAL SUPPORT | $66,796 |
| Diocese of Kalamazoo | |||||||
| 215 N Westnedge Ave | Kalamazoo | MI | 490073718 | none | PC | Institutional Support | $9,500 |
| Doctors Without Borders USA Inc | |||||||
| 333 Seventh Ave 2nd Floor | New York | NY | 100015004 | none | PC | Institutional Support | $11,200 |
| HERE Arts Center | |||||||
| 145 6th Ave | New York | NY | 10013 | NONE | PC | Institutional Support | $6,667 |
| California Institute of Integral Studies | |||||||
| 1453 Missiona Street | San Francisco | CA | 941032557 | NONE | PC | Institutional Support | $10,000 |
| Christian Church Disciples of Christ | |||||||
| 2208 Winchell Avenue | Kalamazoo | MI | 490089185 | NONE | PC | Institutional Support | $8,690 |
| Cultural Conservancy of Sacred Land Foundation | |||||||
| PO Box 29044 | San Francisco | CA | 941290044 | NONE | PC | Institutional Support | $6,000 |
| Earth Island Institute | |||||||
| 2150 Allston Way Suite 460 | Berkeley | CA | 947041375 | NONE | PC | Institutional Support | $10,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 36104 | NONE | PC | Institutional Support | $10,050 |
| Indigenous Educational Network of Turtle Island | |||||||
| PO Box 485 | Bemidji | MN | 56619 | NONE | PC | Institutional Support | $10,000 |
| Pilgrim's Landing Inc | |||||||
| 880 Main Street | Chatham | MA | 02633 | NONE | PC | Institutional Support | $10,000 |
| Sandy Spring Slave Museum & African Art Gallery | |||||||
| 18524 Brooke Road PO Box 13 | Sandy Spring | MD | 20860 | NONE | PC | Institutional Support | $10,000 |
| St Augustine Cathedral | |||||||
| 542 West Michigan Avenue | Kalamazoo | MI | 490073716 | NONE | PC | Institutional Support | $12,020 |
| United Way of Battle Creek and Kalamazoo Region | |||||||
| 709 South Westnedge Avenue | Kalamazoo | MI | 490075099 | NONE | PC | Institutional Support | $14,809 |
| Van Buren County Mental Health | |||||||
| 801 Hazen Street | Paw Paw | MI | 490792008 | NONE | PC | Institutional Support | $6,000 |
| Wellspring Karitas Foundation | |||||||
| 1275 Rose Lane | Berwyn | PA | 19312 | NONE | PC | Institutional Support | $5,000 |
| Miscellaneous | |||||||
| AVAILABLE UPON REQUEST | KALAMAZOO | MI | 49009 | NONE | PC | INSTITUTIONAL SUPPORT | $145,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $781,737 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISCELLANEOUS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AVAILABLE UPON REQUEST | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | INSTITUTIONAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $1,800 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,800 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,215,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,172,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALTIES | 15 | $3,397 |
| OTHER MISCELLANEOUS | 01 | $1,362 |
| STATE TAX REFUND | 01 | $3,699 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,395,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,395,986 | 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 | JOHN E FETZER MEMORIAL TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 117 | AddressLine1Txt |
| City | VICKSBURG | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,906,283 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX SERVICES | CategoryTxt |
| Amt | $34,742 | Amt |
| Net Investment Income | $2,940 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,940 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,802 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Form 990-PF, Footnote #1 | Form 990-PF, Footnote #1 | ON BEING - THIS PROJECT IS A MAJOR SPONSORSHIP ACROSS ALL ON BEING CHANNELS. THIS EXPOSURE INCREASES AWARENESS OF OUR WORK, PAVES THE WAY FOR FUTURE PROGRAMMING AND STRENGTHENS THE CREDIBILITY OF OUR BRAND. |
| Form 990-PF, Footnote #2 | Form 990-PF, Footnote #2 | HARVARD DIVINITY SCHOOL PARTNERSHIP - THIS PROJECT IS A COLLABORATION TO RESEARCH AND SUPPORT EMERGING FORMS OF SPIRITUAL COMMUNITY WITHIN AND OUTSIDE RELIGIOUS TRADITIONS. |
| Form 990-PF, Footnote #3 | Form 990-PF, Footnote #3 | COLLABORATIVE FOR SPIRITUAL DEVELOPMENT - THIS MULTI-YEAR INITIATIVE CONSISTS OF THREE PHASES OF ACTIVITIES AND DEVELOPMENT TO HARVEST, DEVELOP AND IMPLEMENT SPIRITUAL DEVELOPMENT CURRICULUM AND PROGRAMS IN SCHOOLS. |
| FORM 990-PF, FOOTNOTE #4 | FORM 990-PF, FOOTNOTE #4 | HEALTHY MINDS INNOVATIONS - THIS PROJECT IS TO DEVELOP AN APP AND COMPANION WEBSITE TO DELIVER TRAINING IN SCIENTIFICALLY INFORMED CONTEMPLATIVE PRACTICES THAT ENHANCE ENDURING WELLBEING, WHICH ARE DESIGNED TO BE INCORPORATED INTO DAILY ROUTINES. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST GOVT BONDS | $39,799,880 | $39,799,880 |
| NORTHERN TRUST CORPORATE BONDS | $24,056,607 | $24,056,607 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $144,453,796 | $144,453,796 |
| VENTURE CAPITAL/PARTNERSHIPS | $197,396,028 | $197,396,028 |
| HEDGE FUNDS | $105,778,195 | $105,778,195 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SHORT TERM INV - NORTHERN | $10,782,677 | $10,782,677 |
| REAL ESTATE PARTNERSHIPS | $26,952,815 | $26,952,815 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $48,221 | LegalFeesAmt |
| Disbursements Charitable Prps | $42,483 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INVESTMENT INCOME | Desc |
| BOY Book Value | $851,139 | BOYBookValueAmt |
| EOY Book Value | $811,904 | EOYBookValueAmt |
| EOYFMV | $811,904 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $280,951 | $188,621 | ||
| TELEPHONE & COMPUTER SERVICES | $243,342 | $242,050 | ||
| POSTAGE | $14,794 | $10,985 | $564 | $564 |
| EQUIPMENT MAINTENANCE | $109,400 | $100,895 | ||
| MEMBERSHIPS | $110,113 | $95,012 | $13,800 | $13,800 |
| LIBRARY | $59,431 | $48,445 | ||
| TRAINING/EMPLOYEE DEVELOPMENT | $47,244 | $46,974 | ||
| CAFETERIA (NET) | $144,088 | $143,213 | ||
| INSURANCE/PROPERTY TAXES | $212,932 | $212,932 | ||
| PUBLIC RELATIONS | $38,158 | $35,899 | ||
| CONTRACTED RESEARCH SERVICES | $11,527,705 | $11,836,818 | ||
| MISCELLANEOUS | $8,306 | $8,306 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $3,397 | $3,397 | $3,397 |
| OTHER MISCELLANEOUS | $1,362 | $1,362 | |
| STATE TAX REFUND | $3,699 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED SECURITY GAIN/LOSS | Desc |
| Amt | $52,756,388 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| POST RETIREMENT HEALTH BENEFIT | $3,667,514 | $3,902,765 |
| DEFERRED EXCISE TAX | $2,260,000 | $3,274,000 |
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 | CALVERT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $1,000,000 | LoanOriginalAmt |
| Balance Due | $1,000,000 | BalanceDueAmt |
| Loan Maturity | 2017-10 | LoanMaturityDt |
| Repayment Terms | BALLOON PAYMENT | RepaymentTermsTxt |
| Interest | 1. | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | PROVIDE LOW INTEREST LOANS TO NON-PROFIT ORG. | LoanPurposeTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT & CUSTODIAL | $1,187,859 | $1,092,831 | $1,092,831 | $95,028 |
| CONSULTANTS | $1,542,568 | $4,292 | $4,292 | $1,575,985 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAXES | $322,306 |
| DEFERRED TAX EXPENSE | $1,014,000 |