JOHN AND JUDY SPOELHOF FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JUDY SPOELHOF FOUNDATION (EIN 38-2492821)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201721359349102252
- Schema version
- 2016v3.0
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T10:39:10-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382492821 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND JUDY SPOELHOF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANN VAN ZALEN | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6164947400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 CENTRAL AVENUE Suite 200 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SPOELHOF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6164947405 | PhoneNum |
| Signature | 2017-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Noreen | PreparerPersonNm |
| PTIN | P00059529 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Preparation | 2017-05-02 | PreparationDt |
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 | 38868920171355000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F9D3DCFFEC225176ACFCA03DB51527029200D90E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FDE3F5E27133F90524BBD4F8C9990F98200BFC6F | 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 | $25,210,827 | 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 | $1,015,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $890 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $890 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $501,796 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $501,796 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,668,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,259,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,668,105 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,186,691 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,170,791 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $13,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,463 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,462 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $232,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $208,480 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,348 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $53 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $275,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $214,344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,462 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,576,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,576,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,852,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $214,344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,614,962 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,334,447 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,956,447 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $517,917 | CashBOYAmt |
| Cash EOY | $37,475 | CashEOYAmt |
| Cash EOYFMV | $37,475 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $635,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,801,869 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,801,869 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $25,905 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $56,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $56,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $17,070,462 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,644,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,315,483 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $488,778 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $18,738,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,539,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,210,827 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $18,738,539 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,539,741 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,738,539 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,539,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,738,539 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,539,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,738,539 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,334,447 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,072,986 | SubtotalAmt |
| Other Decreases | $533,245 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,539,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FROM K-1 BAYSIDE INT'L 26-0228873 | -$7,542 | ||||
| BAHL & GAYNOR - PUBLICLY TRADED | $223,033 | $1,563,067 | $1,340,034 | $223,033 | |
| LA FLEUR - PUBLICLY TRADED | $137,433 | $635,944 | $498,511 | $137,433 | |
| GREENLEAF - PUBLICLY TRADED | $2,060,923 | $4,172,831 | $2,111,908 | $2,060,923 | |
| HAHN CAPITAL MGMT - PUBLICLY TRADED | $301,253 | $1,497,418 | $1,196,165 | $301,253 | |
| WINSLOW - PUBLICLY TRADED | $75,587 | $1,476,258 | $1,408,020 | $68,238 | |
| NFJ - PUBLICLY TRADED | -$128,513 | $908,152 | $1,039,701 | -$131,549 | |
| MISCELLANEOUS - PUBLICLY TRADED | $1,771 | $1,771 | $1,771 | ||
| CAPITAL GAIN DIVIDENDS | $4,160 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,668,105 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,823,312 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,274,624 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078339 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,245,631 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,838,291 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057039 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,840,867 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,829,341 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088379 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $955,158 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,823,106 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050744 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $912,073 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,143,015 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047645 | DistributionYr5Rt |
| Total Distribution | 0.322146 | TotalDistributionRt |
| Average Distribution | 0.064429 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,890,776 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,474,830 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29,564 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,504,394 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,614,962 | 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 | $29,564 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,564 | SubtotalAmt |
| Tax Based On Investment Income | $29,564 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $56,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $26,436 | OverpaymentAmt |
| Applied To ES Tax | $26,436 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN VAN ZALEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6164947405 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 CENTRAL AVENUE SUITE 200 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN SPOELHOF | ||||||||
| 341 WAUKAZOO DRIVE | HOLLAND | MI | 49424 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JUDITH SPOELHOF | ||||||||
| 341 WAUKAZOO DRIVE | HOLLAND | MI | 49424 | SECRETARY | 1.0 | $0 | $0 | $0 |
| SCOTT SPOELHOF | ||||||||
| 41 BAY MEADOWS DRIVE | HOLLAND | MI | 49424 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREENLEAF TRUST | |||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 490074713 | ASSET MANAGEMENT | $68,442 |
| VLMB GROUP | |||||
| 250 MONROE AVENUE NW SUITE 600 | GRAND RAPIDS | MI | 49503 | ASSET MANAGEMENT | $81,953 |
| BAYSIDE CAPITAL MANAGEMENT | |||||
| 151 CENTRAL AVENUE SUITE 200 | HOLLAND | MI | 49423 | MANAGEMENT | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,960,012 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $279,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,239,366 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,239,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $348,590 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,890,776 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,144,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,144,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,564 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,564 | TotalTaxAmt |
| Distributable Before Adj | $1,114,975 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,114,975 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,114,975 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,614,962 | 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 | $2,614,962 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $29,564 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,585,398 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,114,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $2,614,962 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $1,342,350 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,114,975 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $157,637 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,499,987 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $1,342,350 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov To Next Yr | $157,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $157,637 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN JUDY SPOELHOF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 70x7 LIFE RECOVERY | ||||||||
| 97 West 22nd Street | Holland | MI | 49423 | NONE | PC | General Operations | $3,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 3940 Peninsular Drive SE Suite 180 | Grand Rapids | MI | 495466107 | NONE | PC | General Operations | $5,000 | |
| AUDIO SCRIPTURE MINISTRIES | ||||||||
| 760 Waverly Rd | Holland | MI | 49423 | NONE | PC | General Operations | $15,000 | |
| BENJAMIN'S HOPE | ||||||||
| 15468 riley street | Holland | MI | 49424 | NONE | PC | General Operations | $137,000 | |
| BOYS & GIRLS CLUB | ||||||||
| PO Box 2652 | Holland | MI | 49422 | NONE | PC | General Operations | $42,500 | |
| CALVIN COLLEGE | ||||||||
| 3201 Burton St SE | Grand Rapids | MI | 49546 | NONE | PC | General Operations | $205,000 | |
| CAMP GENEVA | ||||||||
| 3995 N Lakeshore Dr | Holland | MI | 49424 | NONE | PC | General Operations | $105,000 | |
| CHILDREN'S ADVOCACY CENTER | ||||||||
| 12125 Union Street | Holland | MI | 49424 | NONE | PC | General Operations | $7,500 | |
| CITY ON A HILL MINISTRIES | ||||||||
| 100 PINE STREET 175 | Zeeland | MI | 49464 | NONE | PC | General Operations | $8,500 | |
| COMMUNITY ACTION HOUSE | ||||||||
| 345 West 14th Street | Holland | MI | 49423 | NONE | PC | General Operations | $4,000 | |
| COMMUNITY FOUNDATION OF THE HOLLANDZEELAND | ||||||||
| 85 EAST 8TH STREET STE 110 | Holland | MI | 49423 | NONE | PC | General Operations | $70,000 | |
| COMPASSIONATE HEART MINISTRIES | ||||||||
| 100 PINE STE 150 | Zeeland | MI | 49464 | NONE | PC | General Operations | $7,500 | |
| CRITTER BARN | ||||||||
| 9275 Adams St | Zeeland | MI | 49464 | NONE | PC | General Operations | $10,000 | |
| DAVENPORT UNIV | ||||||||
| 6191 KRAFT AVENUE | Grand Rapids | MI | 49512 | NONE | PC | General Operations | $5,000 | |
| DEVOS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 100 MICHIGAN ST NE MC-4 | Grand Rapids | MI | 49503 | NONE | PC | General Operations | $15,000 | |
| EVERGREEN COMMONS | ||||||||
| 480 State Street | Holland | MI | 49423 | NONE | PC | General Operations | $5,000 | |
| FAMILY RESEARCH COUNCIL | ||||||||
| 801 G Street NW | Washington | DC | 20001 | NONE | PC | General Operations | $15,000 | |
| FOCUS ON THE FAMILY | ||||||||
| po box 219382 | kansas city | MO | 641219382 | NONE | PC | General Operations | $15,000 | |
| GOOD SAMARITAN MINISTRIES | ||||||||
| 513 East 8th Street Suite 25 | Holland | MI | 49423 | NONE | PC | General Operations | $5,000 | |
| GRAND RAPIDS SYMPHONY | ||||||||
| 300 OTTAWA AVE NW STE 100 | Grand Rapids | MI | 49503 | NONE | PC | General Operations | $12,500 | |
| HOLLAND DEACONS CONFERENCE | ||||||||
| 272 East 26th Street | Holland | MI | 49423 | NONE | PC | General Operations | $72,500 | |
| HOLLAND FREE HEALTH CLINIC | ||||||||
| 99 W 26TH STREET | Holland | MI | 49423 | NONE | PC | General Operations | $8,000 | |
| HOLLAND HOSPITAL FOUNDATION | ||||||||
| 602 MICHIGAN AVE | Holland | MI | 49423 | NONE | PC | General Operations | $5,000 | |
| HOLLAND RESCUE MISSION | ||||||||
| 356 fairbanks avenue | Holland | MI | 49423 | NONE | PC | General Operations | $70,000 | |
| HOLLAND SYMPHONY ORCHESTRA | ||||||||
| PO Box 2685 | Holland | MI | 494222685 | NONE | PC | General Operations | $3,000 | |
| HOMECOR | ||||||||
| 151 CENTRAL AVE SUITE 280 | Holland | MI | 49423 | NONE | PC | General Operations | $10,000 | |
| HOPE COLLEGE | ||||||||
| 141 East 12th Street | Holland | MI | 494229000 | NONE | PC | General Operations | $50,000 | |
| IMMANUEL CHURCH | ||||||||
| 325 104TH AVENUE | Holland | MI | 49423 | NONE | PC | General Operations | $5,000 | |
| JUBILEE MINISTRIES | ||||||||
| 96 W 15th St | Holland | MI | 49423 | NONE | PC | General Operations | $5,000 | |
| KIDS HOPE USA | ||||||||
| 100 south pine street suite 280 | Holland | MI | 49464 | NONE | PC | General Operations | $5,000 | |
| LAKESHORE PREGNANCY CTR | ||||||||
| 339 River Avenue | Holland | MI | 49423 | NONE | PC | General Operations | $2,500 | |
| LIVING ON THE EDGE | ||||||||
| po box 3007 | Suwanee | GA | 300240987 | NONE | PC | General Operations | $15,000 | |
| LUKE SOCIETY | ||||||||
| 3409 Gateway Boulevard Suite 1000 | Sioux Falls | SD | 571061555 | NONE | PC | General Operations | $61,000 | |
| MACKINAC CENTER | ||||||||
| 140 West Main Street | Midland | MI | 48640 | NONE | PC | General Operations | $5,000 | |
| MEIJER GARDENS FOUNDATION | ||||||||
| 2929 Waker NW | Grand Rapids | MI | 49544 | NONE | PC | General Operations | $5,000 | |
| MOODY RADIO | ||||||||
| WGNB BOX 40 | Zeeland | MI | 49464 | NONE | PC | General Operations | $7,000 | |
| OUTDOOR DISCOVERY CENTER | ||||||||
| A-4214 56th Street | Holland | MI | 49423 | NONE | PC | General Operations | $50,000 | |
| PARTNERS WORLD WIDE | ||||||||
| 6139 TAHOE DR SE | Grand Rapids | MI | 49406 | NONE | PC | General Operations | $25,000 | |
| REFORMED CHURCH OF AMERICA | ||||||||
| 4500 60th Street SE | Grand Rapids | MI | 49512 | NONE | PC | General Operations | $50,000 | |
| RESTHAVEN CARE CENTER | ||||||||
| DEVELOPMENT OFFICE | Holland | MI | 49423 | NONE | PC | General Operations | $100,000 | 9 EAST 8TH STREET |
| VAN ANDEL INSTITUTE-HOPE ON THE HILL | ||||||||
| 333 Bostwick NE | Grand Rapids | MI | 49503 | NONE | SO III FI | General Operations | $10,000 | |
| WILLOW CREEK ASSOCIATION | ||||||||
| 67 EAST ALGONQUIN ROAD SOUTH | Barrington | IL | 600106143 | NONE | PC | General Operations | $15,000 | |
| WINGS OF MERCY | ||||||||
| 100 pine street suite 393 | zeeland | MI | 49464 | NONE | PC | General Operations | $3,000 | |
| YOUNG LIFE | ||||||||
| 96 West 15th Street Suite 208 | Holland | MI | 494234916 | NONE | PC | General Operations | $30,000 | |
| HOLLAND CHRISTIAN SCHOOLS | ||||||||
| 956 OTTAWA AVE | HOLLAND | MI | 49423 | none | PC | General Operations | $1,059,000 | |
| CHRIST MEMORIAL REFORMED CHURCH | ||||||||
| 595 GRAAFSCHAAP RD | HOLLAND | MI | 49423 | NONE | PC | General Operations | $22,500 | |
| CALVIN SEMINARY | ||||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| DAVENPORT UNIVERSITY FOUNDATION | ||||||||
| 6191 KRAFT AVENUE | GRAND RAPIDS | MI | 49512 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| FORGOTTEN MAN MINISTRIES | ||||||||
| 3940 FRUIT RIDGE AVE NW | GRAND RAPIDS | MI | 495449902 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| HOPE NETWORK | ||||||||
| 3375 S DIVISION SUITE 200 | GRAND RAPIDS | MI | 49548 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| HUNGRY FOR CHRIST | ||||||||
| PO BOX 71 | HAMILTON | MI | 49419 | NONE | PC | GENERAL OPERATIONS | $3,000 | |
| PET WEST MICHIGAN | ||||||||
| 3365 JOHN F DONNELLY DRIVE | HOLLAND | MI | 49424 | NONE | PC | GENERAL OPERATIONS | $4,500 | |
| SALVATION ARMY | ||||||||
| 104 CLOVER | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| STEP UP | ||||||||
| PO BOX 9000 | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| THAT THE WORLD MAY KNOW | ||||||||
| 956 OTTAWA AVE | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| UNITED WAY OF LEE COUNTY | ||||||||
| 7273 CONCOURSE DRIVE | FT MYERS | FL | 33908 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| WESTERN SEMINARY | ||||||||
| 101 EAST 13TH STREET | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| WINNING AT HOME | ||||||||
| PO BOX 1753 | HOLLAND | MI | 49422 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| YOUNG LIVES | ||||||||
| 96 WEST 15TH STREET SUITE 208 | HOLLAND | MI | 494234916 | NONE | PC | GENERAL OPERATIONS | $4,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,576,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $890 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $501,796 | 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 | $2,668,105 | 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 | $3,170,791 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,170,791 | 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 | JJS LIFETIME LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 CENTRAL AVENUE SUITE 200 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,015,900 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 20,000 SHARES OF chemical FINANCIAL CORPORATION STOCK | NoncashPropertyDesc |
| Fair Market Value | $1,015,900 | FairMarketValueAmt |
| Received | 2016-11-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,925 | Amt |
| Net Investment Income | $1,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,462 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE AMOUNT ON FORM 990-PF, PART XIII, LINE 4C REPRESENTS QUALIFYING DISTRIBUTIONS MADE BETWEEN JANUARY 1, 2016 AND MARCH 15, 2016. PURSUANT TO IRC 170(b)(1)(F)(ii) AND TREAS. REGS. 1.170A-9(h), AS WELL AS IRC 4942(h)(2) AND TREAS. REGS. 53.4942(a)-3(d)(2), THESE DISTRIBUTIONS WERE TREATED AS HAVING BEEN MADE DURING THE 2015 TAX YEAR AND AS HAVING BEEN MADE OUT OF CORPUS. THE CORRESPONDING ELECTIONS WERE INCLUDED WITH THE 2015 FORM 990-PF. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GREENLEAF 1 - SEE ATTACHED | $1,649,934 | $3,011,266 |
| GREENLEAF 2 - SEE ATTACHED | $664,761 | $1,300,645 |
| GREENLEAF 5 - SEE ATTACHED | $3,259,331 | $4,923,395 |
| WINSLOW - SEE ATTACHED | $1,485,328 | $1,821,389 |
| BAHL GAYNOR - SEE ATTACHED | $7,585,044 | $9,258,788 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $13,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON CONTRIBUTIONS | Desc |
| Amt | $533,245 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $53 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc |
|---|
| ORDINARY INCOME FROM PASS-THROUGH |
| ENTITIES, SUBJECT TO UBIT |
| RENTAL INCOME FROM PASS-THROUGH |
| ENTITIES, NOT SUBJECT TO UBIT |
| OTHER INVESTMENT INCOME/LOSS |
| ROYALTIES |
| CAPITAL GAIN/LOSS FROM PASS-THROUGH |
| ENTITIES, SUBJECT TO UBIT |
| ORDINARY INCOME FROM PASS-THROUGH |
| ENTITIES, NOT SUBJECT TO UBIT |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES - BAHL GAYNOR | $65,570 | $65,570 | |
| FEES - WINSLOW | $13,453 | $13,453 | |
| FEES - GREENLEAF #1 | $16,451 | $16,451 | |
| FEES - GREENLEAF #2 | $4,363 | $4,363 | |
| FEES - GREENLEAF #5 | $47,629 | $47,629 | |
| FEES - BAYSIDE CAPITAL MGMT | $80,000 | $56,000 | $24,000 |
| FEES - NFJ | $2,930 | $2,930 | |
| BAYSIDE INT'L MANAGEMENT FEES | $2,084 | $2,084 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $22,938 | |
| FOREIGN TAXES - GREENLEAF #2 | $151 | $151 |
| FOREIGN TAXES - BAYSIDE INT'L | $1,484 | $1,484 |
| FOREIGN TAXES - NFJ | $1,663 | $1,663 |
| FOREIGN TAXES - GREENLEAF #1 | $1,050 | $1,050 |