SUZANNE D PARISH FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: SUZANNE D PARISH FOUNDATION (EIN 38-2484268)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-14
IRS object ID: 201723189349101782
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-14T14:55:06-06:00	ReturnTs
Tax Period End	2016-12-31	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	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	382484268	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUZANNE UPJOHN DELANO PARISH FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SUZA	BusinessNameControlTxt
Phone	2693889800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	211 South Rose Street	AddressLine1Txt
City	KALAMAZOO	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49007	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RONALD N KILGORE	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	2693889800	PhoneNum
Signature	2017-11-01	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	2017-11-01	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	67.59.56.31	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-11-01	IPDt
IP Tm	12:24:58	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8E83D8C0533C91088CCD74402BF58C42BE95978D	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	$23,150,779	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,174,800	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$3,646	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,646	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$395,357	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$395,357	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$441,904	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$6,384,127	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,131,899	TotalRevAndExpnssAmt
Total Net Invst Incm	$399,003	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	$4,680	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,340	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$2,340	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$130,141	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$117,127	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$13,014	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$7,731	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$5,731	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,060	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,060	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$143,612	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$125,198	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$16,414	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$840,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$840,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$983,612	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$125,198	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$856,414	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$148,287	ExcessRevenueOverExpensesAmt
Net Investment Income	$273,805	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$51	CashEOYAmt
Cash EOYFMV	$51	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,139,877	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,281,111	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,281,112	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$2,980	AcctRcvblAmt
Acct Rcvbl EOY	$2,980	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$2,980	AcctRcvblEOYFMVAmt
US Government Obligations BOY	$1,247,676	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$1,549,987	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$1,540,900	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$9,286,067	CorporateStockBOYAmt
Corporate Stock EOY	$8,047,447	CorporateStockEOYAmt
Corporate Stock EOYFMV	$8,298,084	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$3,694,279	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,584,098	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$3,591,510	CorporateBondsEOYFMVAmt
Other Investments BOY	$7,113,591	OtherInvestmentsBOYAmt
Other Investments EOY	$8,163,017	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$8,396,056	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$39,000	LandBldgEquipCostOrOtherBssAmt
Land BOY	$39,000	LandBOYAmt
Land EOY	$39,000	LandEOYAmt
Land EOYFMV	$39,000	LandEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$1,086	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,086	OtherAssetsEOYFMVAmt
Total Assets BOY	$22,520,490	TotalAssetsBOYAmt
Total Assets EOY	$22,668,777	TotalAssetsEOYAmt
Total Assets EOYFMV	$23,150,779	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$22,520,490	CapitalStockBOYAmt
Capital Stock EOY	$22,668,777	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$22,520,490	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$22,668,777	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$22,520,490	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$22,668,777	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$22,520,490	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$148,287	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$22,668,777	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$22,668,777	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	$6,373,088	$6,826,031	-$452,943	-$452,943
Capital Gains Dividends	P	$11,039		$11,039	$11,039

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$441,904	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,084,964	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$21,890,633	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.049563	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$389,596	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$8,647,181	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.045055	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$838,861	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$3,575,844	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.234591	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$37,735,508	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$3,510,422	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	10.749565	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$3,775,460	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$4,029,389	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.936981	DistributionYr5Rt
Total Distribution	12.015755	TotalDistributionRt
Average Distribution	2.403151	AverageDistributionRt
Net Vl Noncharitable Assets	$21,992,098	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$52,850,332	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,738	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$52,853,070	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$856,414	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,476	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,476	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,476	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$9,319	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$9,319	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$3,843	OverpaymentAmt
Applied To ES Tax	$3,843	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	RONALD N KILGORE CO GREENLEAF TR	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 (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
P William Parish
211 SOUTH ROSE STREET	kALAMAZOO	MI	49007	president	1.00	$0	$0	$0
PRESTON L PARISH
211 SOUTH ROSE STREET	KALAMAZOO	MI	49007	Vice President	1.00	$0	$0	$0
RONALD N KILGORE
211 SOUTH ROSE STREET	KALAMAZOO	MI	49007	Secretary/TREASurer	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 Street	AddressLine1Txt
City	KALAMAZOO	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49007	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESMENT MANAGEMENT	ServiceTypeTxt
Compensation	$130,141	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	$20,673,355	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,610,583	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$43,065	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$22,327,003	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$22,327,003	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$334,905	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$21,992,098	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,099,605	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,099,605	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,476	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,476	TotalTaxAmt
Distributable Before Adj	$1,094,129	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,094,129	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,094,129	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$856,414	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$856,414	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$856,414	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,094,129	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$3,618,213	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$37,560,405	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$660,643	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$10,400	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$41,849,661	TotalExcessDistributionCyovAmt
Qualifying Distributions	$856,414	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$856,414	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$237,715	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$237,715	ExcessDistributionCyovAppCYAmt
Total Corpus	$41,611,946	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	$3,380,498	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$38,231,448	ExcessDistriCyovToNextYrAmt
Excess From Year4	$37,560,405	ExcessFromYear4Amt
Excess From Year3	$660,643	ExcessFromYear3Amt
Excess From Year2	$10,400	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BORGESS FOUNDATION
1521 GULL RD MSB 300	KALAMAZOO	MI	49048	PC	CAPITAL CAMPAIGN - BORGESS PSYCHIATRIC CRISIS INTERVENTION UNIT	$75,000
BOYS & GIRLS CLUB OF GREATER KALAMAZOO
915 LAKE STREET	KALAMAZOO	MI	49001	PC	CAPITAL CAMPAIGN - BASKETBALL COURT IMPROVEMENTS	$10,000
BRONSON HEALTH FOUNDATION
301 JOHN STREET	KALAMAZOO	MI	49007	PC	CAPITAL CAMPAIGN - NEONANTAL INTENSIVE CARE UNIT (NICU) CAMERA SYSTEM	$20,000
FAMILY AND CHILDREN SERVICES
1608 LAKE STREET	KALAMAZOO	MI	49001	pc	BRIDGE FUNDING PROGRAM	$50,000
FAMILY AND CHILDREN SERVICES
1608 LAKE STREET	KALAMAZOO	MI	49001	PC	MAKING ROOM FOR HOPE CAMPAIGN	$70,000
HOSPITAL HOSPITALITY HOUSE
527 W SOUTH ST	KALAMAZOO	MI	49007	PC	TWO HOUSES ONE HEART CAPITAL CAMPAIGN	$35,000
IRVING S GILMORE INTL KEYBOARD FESTIVAL
359 S KALAMAZOO MALL STE 101	KALAMAZOO	MI	49007	PC	2016 GILMORE PIANO CAMP	$5,000
KALAMAZOO CIVIC THEATRE
329 S PARK STREET	KALAMAZOO	MI	49007	PC	OPERATIONAL SUPPORT & CHALLENGE GRANT	$415,000
SHERMAN LAKE YMCA
6225 N 39TH ST	AUGUSTA	MI	49012	PC	INTEGRATED EDUCATION PROGRAM	$25,000
UNITED WAY OF KALAMAZOO AND BATTLE CREEK REGION
709 South Westnedge Avenue	KALAMAZOO	MI	49007	PC	ANNUAL CAMPAIGN	$35,000
YMCA OF KALAMAZOO
1001 WEST MAPLE STREET	KALAMAZOO	MI	49008	PC	BUILDING FOR GENERATIONS CAPITAL CAMPAIGN.	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$840,000	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SHERMAN LAKE YMCA
6225 N 39TH ST	AUGUSTA	MI	49012	PC	INTEGRATED EDUCATION PROGRAM	$25,000
FAMILY AND CHILDREN SERVICES
1608 LAKE STREET	KALAMAZOO	MI	49001	PC	MAKING ROOM FOR HOPE CAMPAIGN	$90,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$115,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,646	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$395,357	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$441,904	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	-$42,901	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$42,901	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

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 Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUZANNE U D PARISH IRREVOCABLE TRUST	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	211 S ROSE ST	AddressLine1Txt
City	KALAMAZOO	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49007	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,174,800	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	PLANTE & MORAN, PLLC	CategoryTxt
Amt	$4,680	Amt
Net Investment Income	$2,340	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,340	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (36 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
21ST CENTY FOX AMER INC 3.0%	$99,318	$99,530
AGILENT TECHNOLOGIES INC 3.875%	$103,464	$102,884
AMGEN INC 3.625%	$101,452	$103,340
AMPHENOL CORP NEWS 3125%	$100,427	$101,547
ANHEUSER BUSCH INBEV 1.25%	$99,180	$99,910
APPLE INC 1%	$98,121	$99,625
AT&T 1.6%	$102,360	$99,206
BERKSHIRE HATHAWAY FIN CORP 2.9%	$102,152	$102,415
BURLINGTON NORTH SANTA FE 3.6%	$103,998	$104,736
CARDINAL HEALTH INC 3.2%	$98,781	$101,009
CISCO SYS INC 2.125%	$100,565	$101,318
COCA COLA CO 0.75%	$101,713	$99,150
COMCAST CORP NEW	$99,742	$95,852
COSTCO WHSL CORP NEW 1.7%	$98,740	$99,894
CVS HEALTH CORP 1.2%	$98,120	$98,054
DISNEY WALT CO MTNS BE 1.850%	$100,805	$100,495
DOMINION RESOURCES INC 1.4%	$99,513	$99,892
DRPEPPER SNAPPLE GROUP INC	$101,153	$102,438
ECOLAB INC 1.45%	$99,697	$99,901
HOME DEPOT 2%	$100,112	$100,871
IBM CORP 1.625%	$96,844	$98,783
JP MORGAN CHASE & CO 4.35%	$106,235	$106,980
KROGER CO 1.2%	$103,326	$99,795
OMNICOM GROUP INC 3.625%	$101,177	$102,701
ORACLE CORP 2.25%	$101,177	$101,213
PFIZER INC 2.1%	$100,742	$100,927
PPG INDS INC 3.6%	$104,735	$103,612
QUALCOMM INC 2.250%	$49,694	$50,004
STARBUCK CORP 3.85%	$103,776	$106,697
TEXAS INSTRS INC 2.75%	$100,642	$101,870
TJX COS INC 2.75%	$100,898	$101,734
UNION PACIFIC	$101,375	$99,185
UNITEDHEALTH GROUP INC 2.875%	$99,713	$101,365
VERIZON COMMUNICATIONS INC 3.65%	$104,445	$103,302
WAL-MART STORES INC 1.95%	$100,467	$100,951
WELLS FARGO CO MTN 2.125%	$99,439	$100,324

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AFLAC	$241,294	$285,360
ALPHABET INC.	$273,251	$277,855
AMBARELLA INC	$260,117	$232,759
AMDOCS LTD	$77,758	$80,094
AMERICAN TOWER	$98,262	$98,810
AMERISOURCEBERGEN CORP	$125,217	$110,639
ANHEUSER BUSCH INBEV AS ADR	$98,734	$85,934
ANSYS	$227,762	$247,411
APPLE	$197,019	$237,431
CELGENE CORPORATION	$178,353	$172,467
CHECK POINT SOFTWARE TECHNOLOGIES	$165,154	$178,633
CHUBB LIMITED	$220,462	$274,149
CITIGROUP	$163,601	$174,129
COGNIZANT TECHNOLOGIES	$166,467	$166,689
COLGATE-PALMOLIVE CO	$242,336	$229,694
EDWARD LIFESCIENCE	$129,264	$149,920
GILEAD SCIENCES INC	$282,581	$200,508
HERSHEY CO	$123,295	$149,974
IAC/INTERACTIVECORP	$130,764	$133,143
ILLUMINA	$241,574	$211,266
JOHNSON AND JOHNSON	$74,474	$75,463
JONES LANG LASELLE	$122,486	$106,092
MEAD JOHNSON NUTRITION CO	$141,008	$123,830
MERCK & CO INC NEW	$263,265	$282,576
MONSANTO CO.	$115,175	$132,565
NIKE	$168,916	$152,236
PAYPAL HLDGS INC	$141,854	$173,076
PEPSICO INC	$272,571	$306,043
POLARIS INDUSTRIES INC	$235,441	$185,377
PROCTER & GAMBLE CO	$235,121	$252,240
ROPER TECHNONLOGIES	$187,633	$201,388
SALESFORCE .COM	$163,752	$148,900
SCRIPPS NETWORKS INTERACTIVE INC	$311,224	$321,165
SHERWIN-WILLIAMS COMPANY	$244,200	$268,740
STARBUCKS	$277,608	$272,048
STRYKER CORP	$246,249	$305,516
SYNCHRONY FINL	$167,000	$218,164
T ROWE PRICE GROUP	$112,890	$118,535
US BANCORP	$201,249	$238,871
V F CORP	$163,214	$136,843
VENTAS INC	$80,073	$75,024
VERIZON COMMUNICATIONS	$232,038	$266,900
VISA INC	$159,724	$164,622
WILLIAMS-SONOMA INC	$87,017	$75,005

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$1,549,987	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$1,540,900	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
AMERICAN BEACON INTERNATIONAL EQUITY FUND	AT COST	$710,535	$633,874
DELAWARE EMERGING MARKET	AT COST	$756,500	$691,723
FIDELITY DIVERSIFIED INTERNATIONAL FUND	AT COST	$506,744	$472,256
FIDELITY FLOATING RATE HIGH INCOME	AT COST	$294,837	$293,184
HARTFORD INTERNATIONAL OPPROTUNITIES	AT COST	$300,000	$291,025
ISHARES TR S & P MIDCAP 400	AT COST	$538,265	$620,025
ISHARES TR S & P SMALLCAP 600 INDEX	AT COST	$214,180	$261,288
MATTHEWS PACIFIC TIGER FUND CL	AT COST	$731,091	$602,457
S & P 500 INDEX	AT COST	$3,801,161	$4,235,437
TEMPLETON GLOBAL BOND FUND ADVISOR CL	AT COST	$309,704	$294,787

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	PURCHASED INTEREST CARRYFORWARD	Desc
EOY Book Value	$1,086	EOYBookValueAmt
EOYFMV	$1,086	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MICHIGAN ANNUAL REPORT	$20	$0	$20
MAINTENANCE OF ASSETS	$1,040	$0	$1,040

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	GREENLEAF TRUST CUSTODIAL SERVICES	CategoryTxt
Amt	$130,141	Amt
Net Investment Income	$117,127	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$13,014	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX	$2,000	$0	$0
foreign tax	$5,731	$5,731	$0