KALAMAZOO COMMUNITY FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KALAMAZOO COMMUNITY FOUNDATION (EIN 38-3333202)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349312580
- Schema version
- 2015v2.1
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T15:24:27-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383333202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KALAMAZOO COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KALA | BusinessNameControlTxt |
| Phone | 2693814416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 EAST MICHIGAN AVENUE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | susan springgate | PersonNm |
| Person Title | VP OF FINANCE AND ADMIN | PersonTitleTxt |
| Phone | 2693814416 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Vicki L VanDenBerg CPA | PreparerPersonNm |
| PTIN | P00100422 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN SPRINGGATE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 EAST MICHIGAN AVENUE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $256,975,642 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.KALFOUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | The Kalamazoo Community Foundation makes life better for all through leadership and stewardship of resources that last forever. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,435,755 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,722,177 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,850,231 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,041,942 | CYInvestmentIncomeAmt |
| PY Other Revenue | $31,940 | PYOtherRevenueAmt |
| CY Other Revenue | $17,695 | CYOtherRevenueAmt |
| PY Total Revenue | $45,317,926 | PYTotalRevenueAmt |
| CY Total Revenue | $28,781,814 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,138,714 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,112,533 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,423,356 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,509,903 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,363,482 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,032,225 | PYOtherExpensesAmt |
| CY Other Expenses | $3,224,070 | CYOtherExpensesAmt |
| PY Total Expenses | $23,594,295 | PYTotalExpensesAmt |
| CY Total Expenses | $22,846,506 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,723,631 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,935,308 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $438,274,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $415,827,750 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,372,004 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,019,007 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $432,902,746 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $410,808,743 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Kalamazoo Community Foundation makes life better for all through leadership and stewardship of resources that last forever. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,253,269 | ExpenseAmt |
| Grant | $5,687,648 | GrantAmt |
| Revenue | $4,000 | RevenueAmt |
| Desc | Unrestricted Funds: Donors have established unrestricted funds which allow the Community Foundation to respond to the most challenging needs in the community, respond quickly to emergencies, and facilitate innovative responses to community challenges to meet the vision of a community where every person can reach full potential. We believe equity and education are the best pathways to making this vision a reality, and that all people (regardless of ethnicity, race, age, gender identity, sexual orientation, economic circumstance, physical and mental abilities and characteristics, legal resident status and philosophy) and organizations from all sectors must work together to identify and address our community's problems and their root causes to create the community in which we all want to live.Despite our collective best efforts, systems remain that serve some groups of people and exclude or marginalize others. Too many children are already behind when they start school, which means they are less likely to have a successful academic career. There are still too many people who don't have safe and affordable homes, healthy or enough food, or the skills or education they need to get a job that pays enough to provide these basic needs. Therefore, our greatest investments will be in efforts that address both equity and education.Learn more at: http://www.kalfound.org/Grants/OurPriorities/tabid/508/Default.aspx | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,391,080 | ExpenseAmt |
| Grant | $1,155,174 | GrantAmt |
| Desc | Scholarship funds provided fellowships and Scholarships to 343 students | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,198,893 | ExpenseAmt |
| Grant | $987,624 | GrantAmt |
| Revenue | $4,000 | RevenueAmt |
| Desc | The Learning Network of Greater Kalamazoo is a dynamic collaboration of people and organizations committed to transforming how, and how well, we prepare everyone who lives in Kalamazoo County, from infants to senior citizens, for lifelong success. The mission is to improve the lives of children in Kalamazoo County from cradle to career by connecting excellent educators to a caring and engaged community. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,456,917 | ExpenseAmt |
| Grant | $9,282,087 | GrantAmt |
| Desc | Other funds established by donors with restrictions which provide grants within and without Kalamazoo County | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,456,917 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $9,282,087 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $19,300,159 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 35 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN SPRINGGATE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2693814416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 east michigan avenue | AddressLine1Txt |
| City | kalamazoo | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| STEPHEN JOHNSON | |||||||
| CHAIRMAN/TRUSTEE | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRANK SARDONE | |||||||
| VICE CHAIR/TRUSTEE | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA L JAMES | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EILEEN WILSON-OYELARAN | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN WILLIAMS | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES ESCAMILLA | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AMY UPJOHN | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN PICKETT-ERWAY | |||||||
| CEO/PRESIDENT | 50.00 | 1.00 | Yes (X) | $205,858 | $0 | $11,765 | |
| SUSAN SPRINGGATE | |||||||
| VP, FINANCE & ADMIN. | 49.00 | 1.00 | Yes (X) | $145,677 | $0 | $17,382 | |
| JOANNA DALES | |||||||
| VP, DONOR RELATIONS | 48.00 | 0.00 | Yes (X) | $107,790 | $0 | $8,324 | |
| SUPROTIK GHOSH | |||||||
| VP, COMMUNITY INVESTMENT | 48.00 | 0.00 | Yes (X) | $106,609 | $0 | $29,128 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $565,934 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,599 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PNC | |||||
| 767 WEST BIG BEAVER ROAD | TROY | MI | 48084 | ASSET MANAGEMENT SERVICES | $186,540 |
| IEVAL | |||||
| 230 RIDGEVIEW DR | BATTLE CREEK | MI | 49015 | CONTRACTED SERVICES | $160,000 |
| PRUDENTIAL INVESTMENT MANAGEMENT | |||||
| 751 BROAD STREET | NEWARK | NJ | 07102 | ASSET MANAGEMENT SERVICES | $143,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $31,323 | FederatedCampaignsAmt |
| Related Organizations | $453,987 | RelatedOrganizationsAmt |
| All Other Contributions | $6,236,867 | AllOtherContributionsAmt |
| Noncash Contributions | $866,964 | NoncashContributionsAmt |
| Total Contributions | $6,722,177 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,891,346 | TotalRevenueColumnAmt |
| Exclusion | $8,891,346 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $241,344,424 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $228,193,828 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,150,596 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,150,596 | TotalRevenueColumnAmt |
| Exclusion | $13,150,596 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Sponsorship annual mtg | 900099 | $20,000 | $20,000 |
| OTHER | 900099 | -$2,305 | -$2,305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,695 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,781,814 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,059,637 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,957,359 | TotalAmt |
| Program Services | $15,957,359 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,155,174 | TotalAmt |
| Program Services | $1,155,174 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,384 | TotalAmt |
| Program Services | $212,671 | ProgramServicesAmt |
| Management And General | $289,557 | ManagementAndGeneralAmt |
| Fundraising | $130,156 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,434,826 | TotalAmt |
| Program Services | $296,640 | ProgramServicesAmt |
| Management And General | $676,286 | ManagementAndGeneralAmt |
| Fundraising | $461,900 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,424 | TotalAmt |
| Program Services | $16,229 | ProgramServicesAmt |
| Management And General | $37,437 | ManagementAndGeneralAmt |
| Fundraising | $25,758 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,047 | TotalAmt |
| Program Services | $38,491 | ProgramServicesAmt |
| Management And General | $103,285 | ManagementAndGeneralAmt |
| Fundraising | $77,271 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,222 | TotalAmt |
| Program Services | $34,259 | ProgramServicesAmt |
| Management And General | $67,944 | ManagementAndGeneralAmt |
| Fundraising | $42,019 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,303 | TotalAmt |
| Program Services | $11,378 | ProgramServicesAmt |
| Management And General | $4,675 | ManagementAndGeneralAmt |
| Fundraising | $4,250 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,275 | TotalAmt |
| Management And General | $34,800 | ManagementAndGeneralAmt |
| Fundraising | $475 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,968 | TotalAmt |
| Management And General | $583,968 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,172,659 | TotalAmt |
| Program Services | $991,372 | ProgramServicesAmt |
| Management And General | $164,749 | ManagementAndGeneralAmt |
| Fundraising | $16,538 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,364 | TotalAmt |
| Program Services | $4,970 | ProgramServicesAmt |
| Management And General | $86,645 | ManagementAndGeneralAmt |
| Fundraising | $52,749 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,250 | TotalAmt |
| Program Services | $2,735 | ProgramServicesAmt |
| Management And General | $81,633 | ManagementAndGeneralAmt |
| Fundraising | $16,882 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,002 | TotalAmt |
| Program Services | $26,661 | ProgramServicesAmt |
| Management And General | $169,924 | ManagementAndGeneralAmt |
| Fundraising | $8,417 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,556 | TotalAmt |
| Program Services | $192,073 | ProgramServicesAmt |
| Management And General | $239,377 | ManagementAndGeneralAmt |
| Fundraising | $106 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,819 | TotalAmt |
| Program Services | $30,857 | ProgramServicesAmt |
| Management And General | $42,448 | ManagementAndGeneralAmt |
| Fundraising | $25,514 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,526 | TotalAmt |
| Program Services | $11,347 | ProgramServicesAmt |
| Management And General | $30,125 | ManagementAndGeneralAmt |
| Fundraising | $95,054 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,277 | TotalAmt |
| Management And General | $181,277 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,104 | TotalAmt |
| Management And General | $7,104 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| MEMBERSHIPS | $16,827 | $12,157 | $4,670 | |
| INDIRECT COSTS | $0 | -$715,659 | $401,323 | $314,336 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,140 | TotalAmt |
| Program Services | $3,607 | ProgramServicesAmt |
| Management And General | $85,133 | ManagementAndGeneralAmt |
| Fundraising | $400 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,846,506 | TotalAmt |
| Program Services | $19,300,159 | ProgramServicesAmt |
| Management And General | $2,182,865 | ManagementAndGeneralAmt |
| Fundraising | $1,363,482 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,022 | BOYAmt |
| EOY | $1,338,391 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,660,572 | BOYAmt |
| EOY | $11,850,250 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,057,052 | BOYAmt |
| EOY | $6,711,324 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,572 | BOYAmt |
| EOY | $531,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,305,490 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $596,753 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,015 | BOYAmt |
| EOY | $708,737 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,091,035 | BOYAmt |
| EOY | $134,700,148 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,751,767 | BOYAmt |
| EOY | $245,958,020 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,867,788 | BOYAmt |
| EOY | $6,864,477 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,094,927 | BOYAmt |
| EOY | $7,165,364 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,274,750 | BOYAmt |
| EOY | $415,827,750 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,507 | BOYAmt |
| EOY | $450,507 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,798,497 | BOYAmt |
| EOY | $4,568,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,372,004 | BOYAmt |
| EOY | $5,019,007 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,255,126 | BOYAmt |
| EOY | $51,240,466 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,542,123 | BOYAmt |
| EOY | $151,955,655 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,105,497 | BOYAmt |
| EOY | $207,612,622 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,902,746 | BOYAmt |
| EOY | $410,808,743 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,274,750 | BOYAmt |
| EOY | $415,827,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,935,308 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$28,272,464 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $243,153 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,977,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,547,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,250,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,435,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,722,177 | CurrentTaxYearAmt |
| Total | $96,933,863 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,977,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,547,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,250,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,435,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,722,177 | CurrentTaxYearAmt |
| Total | $96,933,863 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $34,550,865 | SubstantialContributorsTotAmt |
| Public Support Total170 | $62,382,998 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,255,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,546,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,712,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,933,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,891,346 | CurrentTaxYearAmt |
| Total | $38,339,069 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,327 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,695 | CurrentTaxYearAmt |
| Total | $165,429 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $135,438,361 | TotalSupportAmt |
| Public Support CY170 | 0.46060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | other income - 2011 Amount: $ 33,002. 2012 Amount: $ 20,261. 2013 Amount: $ 20,619. 2014 Amount: $ 31,940. 2015 Amount: $ 17,695. program related investment fees - 2011 Amount: $ 23,075. 2012 Amount: $ 1,050. other program service revenue - 2011 Amount: $ 17,250. 2012 Amount: $ 537. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 192 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 32 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,815,794 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $518,812 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $4,158,555 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $509,415 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $37,141,214 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $9,151,429 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $391,227,600 | BeginningYearBalanceAmt |
| Contributions | $3,782,705 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,341,598 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,445,509 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,187,626 | OtherExpendituresAmt |
| Administrative Expenses | $1,829,810 | AdministrativeExpensesAmt |
| End Year Balance | $372,205,762 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $385,365,949 | BeginningYearBalanceAmt |
| Contributions | $4,106,059 | ContributionsAmt |
| Investment Earnings Or Losses | $16,130,935 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,212,595 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,974,522 | OtherExpendituresAmt |
| Administrative Expenses | $1,188,226 | AdministrativeExpensesAmt |
| End Year Balance | $391,227,600 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $300,973,229 | BeginningYearBalanceAmt |
| Contributions | $37,891,044 | ContributionsAmt |
| Investment Earnings Or Losses | $60,101,588 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,804,300 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,533,425 | OtherExpendituresAmt |
| Administrative Expenses | $2,262,187 | AdministrativeExpensesAmt |
| End Year Balance | $385,365,949 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $274,666,810 | BeginningYearBalanceAmt |
| Contributions | $7,803,635 | ContributionsAmt |
| Investment Earnings Or Losses | $31,980,117 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,194,616 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,253,126 | OtherExpendituresAmt |
| Administrative Expenses | $2,029,591 | AdministrativeExpensesAmt |
| End Year Balance | $300,973,229 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $274,547,573 | BeginningYearBalanceAmt |
| Contributions | $14,323,197 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,703,294 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,205,861 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,231,045 | OtherExpendituresAmt |
| Administrative Expenses | $2,063,760 | AdministrativeExpensesAmt |
| End Year Balance | $274,666,810 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06420 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53390 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.40190 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $185,475 | OtherCostOrOtherBasisAmt |
| Depreciation | $185,475 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $518,892 | OtherCostOrOtherBasisAmt |
| Depreciation | $156,443 | DepreciationAmt |
| Book Value | $362,449 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $601,123 | OtherCostOrOtherBasisAmt |
| Depreciation | $254,835 | DepreciationAmt |
| Book Value | $346,288 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $708,737 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENT FUNDS | Desc |
| Book Value | $245,958,020 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $245,958,020 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITIES PAYABLE | $4,352,000 |
| other liabilities | $216,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,568,500 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE ENDOWMENT FUND INCOME IS USED IN THE MANNER DIRECTED BY THE DONORS WHEN THE FUND WAS ESTABLISHED. FUNDS ARE ESTABLISHED TO SUPPORT SCHOLARSHIPS, PROVIDE INCOME TO A DESIGNATED AGENCY, SUPPORT A FIELD OF INTEREST, OR FOR UNRESTRICTED PURPOSES. |
| Part X, Line 2: | THE FOUNDATION APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD FOR ALL TAX UNCERTAINTIES. TAX BENEFITS THAT HAVE A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES ARE RECOGNIZED. BASED ON ITS EVALUATION, THE FOUNDATION HAS CONCLUDED THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) FOR 1986. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(A)(VI) OF THE IRC. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (210 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Kalamazoo Valley Community College Foundation | ||||||||
| 6767 W O Avenue PO Box 4070 | Kalamazoo | MI | 490034070 | 382307720 | 501(C)(3) | $1,022,433 | Education/Instruction | |
| Family & Children Services | ||||||||
| 1608 Lake Street | Kalamazoo | MI | 49001 | 382118101 | 501(C)(3) | $728,480 | Youth Development | |
| Kalamazoo Civic Theatre | ||||||||
| 329 S Park St | Kalamazoo | MI | 49007 | 381540000 | 501(C)(3) | $704,319 | Arts, Culture, Humanities | |
| Family Health Center | ||||||||
| 117 West Paterson Street | Kalamazoo | MI | 49007 | 237107569 | 501(C)(3) | $687,663 | Health General & Rehabilitation | |
| Kalamazoo County Ready 4s | ||||||||
| 157 S Kalamazoo Mall - Ste 90 | Kalamazoo | MI | 49007 | 273342489 | 501(C)(3) | $651,031 | Special Education | |
| Kalamazoo Regional Educational Service Agency | ||||||||
| 1819 E Milham Road | Portage | MI | 49002 | 381709020 | 501(C)(3) | $598,410 | Special Education | |
| Kalamazoo College | ||||||||
| 1200 Academy Street | Kalamazoo | MI | 49006 | 381358014 | 501(C)(3) | $541,132 | Education/Instruction | |
| United Way of the Battle Creek and Kalamazoo Region | ||||||||
| 709 South Westnedge Avenue | Kalamazoo | MI | 490075099 | 381359193 | 501(C)(3) | $486,431 | Youth Development | |
| Community Healing Centers | ||||||||
| 2615 Stadium | Kalamazoo | MI | 49008 | 381961500 | 501(C)(3) | $367,382 | Youth Development | |
| Pretty Lake Vacation Camp | ||||||||
| 9123 West Q Avenue | Mattawan | MI | 49071 | 381359229 | 501(C)(3) | $356,204 | Youth Development | |
| Kalamazoo County Government | ||||||||
| 201 West Kalamazoo Avenue | Kalamazoo | MI | 49007 | 386004860 | GOVERNMENTAL | $345,000 | Individual & Families | |
| Kalamazoo Institute of Arts | ||||||||
| 314 S Park Street | Kalamazoo | MI | 49007 | 381617060 | 501(C)(3) | $308,745 | Arts, Culture, Humanities | |
| Kalamazoo Nature Center | ||||||||
| 7000 N Westnedge Avenue | Kalamazoo | MI | 49009 | 381674780 | 501(C)(3) | $286,954 | Environment, Quality, Protection | |
| YWCA of Kalamazoo | ||||||||
| 353 East Michigan Avenue | Kalamazoo | MI | 49007 | 381360598 | 501(C)(3) | $286,933 | School Readines (preschool) | |
| Communities In Schools of Kalamazoo | ||||||||
| 125 W Exchange Place | Kalamazoo | MI | 49007 | 382873188 | 501(C)(3) | $265,129 | Youth Development | |
| Guardian Finance & Advocacy Services | ||||||||
| 18 W Michigan Ave Ste 300 | Battle Creek | MI | 49017 | 382282034 | 501(C)(3) | $265,000 | Individual & Families | |
| YMCA of Greater Kalamazoo | ||||||||
| 1001 West Maple Street | Kalamazoo | MI | 49008 | 381360592 | 501(C)(3) | $261,216 | Youth Development | |
| Kalamazoo Loaves & Fishes | ||||||||
| 901 Portage St | Kalamazoo | MI | 49001 | 382420575 | 501(C)(3) | $249,450 | Food Nutrition Agriculture | |
| The ARC Community Advocates | ||||||||
| 3901 Emerald Dr Suite B | Kalamazoo | MI | 49001 | 381613581 | 501(C)(3) | $233,771 | Individual & Families | |
| Housing Resources Inc | ||||||||
| 420 East Alcott Suite 200 | Kalamazoo | MI | 49001 | 382474879 | 501(C)(3) | $230,015 | Human Service-Multipurpose/Other | |
| Kalamazoo Symphony Orchestra | ||||||||
| 359 S Kalamazoo Mall Ste100 | Kalamazoo | MI | 49007 | 386005710 | 501(C)(3) | $197,314 | Youth Development | |
| Southwest Michigan First Corp | ||||||||
| 241 E Michigan Avenue | Kalamazoo | MI | 49005 | 382853785 | 501(C)(3) | $191,231 | Employment Jobs | |
| Ministry with Community | ||||||||
| 440 North Church Street | Kalamazoo | MI | 49007 | 382596981 | 501(C)(3) | $171,700 | Youth Development | |
| Irving S Gilmore Int'l Keyboard Festival | ||||||||
| The Epic Center359 S Burdick St | Kalamazoo | MI | 490074843 | 382868071 | 501(C)(3) | $162,429 | Arts, Culture, Humanities | Suite 101 |
| Kalamazoo Public Schools | ||||||||
| 1220 Howard Street | Kalamazoo | MI | 49008 | 386001929 | GOVERNMENTAL | $151,178 | Youth Development | |
| First Congregational Church | ||||||||
| 345 W Michigan Ave | Kalamazoo | MI | 49007 | 381359203 | 501(C)(3) | $148,099 | Religious Related/Spiritual Development | |
| Village of Vicksburg | ||||||||
| 126 N Kalamazoo Ave | Vicksburg | MI | 49097 | 386004598 | GOVERNMENTAL | $131,250 | Community Improvement/Capacity Building | |
| Kalamazoo Valley Habitat for Humanity | ||||||||
| 1126 Gull Road | Kalamazoo | MI | 49048 | 382558965 | 501(C)(3) | $128,585 | Housing Shelter | |
| Local Initiative Support Corp | ||||||||
| 141 E Michigan Ave Suite 501 | Kalamazoo | MI | 49007 | 133030229 | 501(C)(3) | $126,000 | Housing Shelter | |
| Kalamazoo Center for Youth and Community | ||||||||
| P O Box 50227 | Kalamazoo | MI | 49005 | 271408327 | 501(C)(3) | $125,000 | Youth Development | |
| Western Michigan University Foundation | ||||||||
| 1903 W Michigan 120 W Walwood Hall | Kalamazoo | MI | 490085403 | 382138856 | 501(C)(3) | $113,849 | Individual & Families | |
| City of Kalamazoo Parks & Recreation | ||||||||
| 251 Mills | Kalamazoo | MI | 49048 | 396004627 | GOVERNMENTAL | $107,468 | Recreation, Leisure & Sports, Athletics | |
| First Baptist Church of Kalamazoo | ||||||||
| 315 West Michigan Avenue | Kalamazoo | MI | 49007 | 135563018 | 501(C)(3) | $100,250 | Religious Related/Spiritual Development | |
| Marietta College | ||||||||
| 215 Fifth Street | Marietta | OH | 44750 | 314379584 | 501(C)(3) | $100,000 | Education/Instruction | |
| Hospice Care of Southwest Michigan | ||||||||
| 222 N Kalamazoo Mall | Kalamazoo | MI | 49007 | 382293985 | 501(C)(3) | $94,062 | Health General & Rehabilitation | |
| Congregation of Moses | ||||||||
| 2501 Stadium Drive | Kalamazoo | MI | 490081694 | 381783540 | 501(C)(3) | $89,691 | Religious Related/Spiritual Development | |
| Ecumenical Senior Center | ||||||||
| 702 North Burdick St | Kalamazoo | MI | 490073459 | 383021624 | 501(C)(3) | $85,000 | Individual & Families | |
| Kalamazoo Gay Lesbian Resource Center | ||||||||
| 629 Pioneer Street | Kalamazoo | MI | 490011801 | 382800996 | 501(C)(3) | $85,000 | Community Improvement/Capacity Building | |
| Tillers International Inc | ||||||||
| Rural Futures International 10515 | Scotts | MI | 49088 | 382852975 | 501(C)(3) | $80,000 | Community Engagement & Youth | East OP Ave |
| First Presbyterian Church | ||||||||
| 321 W South Street | Kalamazoo | MI | 49007 | 381359206 | 501(C)(3) | $79,962 | Religious Related/Spiritual Development | |
| Mothers of Hope | ||||||||
| 1000 W Paterson St | Kalamazoo | MI | 49007 | 270228453 | 501(C)(3) | $79,500 | Community Improvement/Capacity Building | |
| Kalamazoo County Treasurer | ||||||||
| Office of Controller201 W Kalamazoo | Kalamazoo | MI | 49007 | 386004860 | GOVERNMENTAL | $78,120 | Environment, Quality, Protection | Avenue |
| Kalamazoo Area Math & Science Center | ||||||||
| 600 W Vine St Ste 400 | Kalamazoo | MI | 49008 | 386001929 | 501(C)(3) | $76,190 | Education/Instruction | |
| West Michigan Cancer Center | ||||||||
| 200 North Park St | Kalamazoo | MI | 49007 | 383061574 | 501(C)(3) | $75,848 | Health General & Rehabilitation | |
| Boys & Girls Clubs of Greater Kalamazoo | ||||||||
| 915 Lake Street | Kalamazoo | MI | 49001 | 381627080 | 501(C)(3) | $73,326 | Youth Development | |
| Kalamazoo Public Library | ||||||||
| ONEplacekpl315 South Rose Street | Kalamazoo | MI | 49007 | 351788185 | GOVERNMENTAL | $68,063 | Education/Instruction | |
| Douglass Community Association | ||||||||
| 1000 W Paterson | Kalamazoo | MI | 490071710 | 381359200 | 501(C)(3) | $66,750 | Youth Development | |
| Planned Parenthood Mid and South Michigan | ||||||||
| PO Box 3673 | Ann Arbor | MI | 48103 | 381707521 | 501(C)(3) | $65,820 | Health General & Rehabilitation | |
| Comstock Community Center | ||||||||
| P O Box 34 | Comstock | MI | 49041 | 381902558 | 501(C)(3) | $65,100 | Education/Instruction | |
| Goodwill Industries of SW Michigan | ||||||||
| 420 East Alcott Street | Kalamazoo | MI | 49001 | 381558550 | 501(C)(3) | $64,500 | Human Service-Multipurpose/Other | |
| Society for History and Racial Equity (SHARE) | ||||||||
| 471 W South St Ste 42A | Kalamazoo | MI | 49007 | 352211484 | 501(C)(3) | $63,600 | Community Improvement/Capacity Building | |
| Arts Council of Greater Kalamazoo | ||||||||
| 359 S Kalamazoo Mall Ste 203 | Kalamazoo | MI | 49007 | 386121183 | 501(C)(3) | $62,971 | Arts, Culture, Humanities | |
| Big Brothers-Big Sisters | ||||||||
| 3501 Covington Rd | Kalamazoo | MI | 49001 | 381720832 | 501(C)(3) | $61,750 | Youth Development | |
| Prevention Works Inc | ||||||||
| 611 Whitcomb Suite A | Kalamazoo | MI | 49008 | 383264831 | 501(C)(3) | $61,100 | Youth Development | |
| Crescendo Academy | ||||||||
| 359 S Burdick St Ste 12 | Kalamazoo | MI | 49007 | 382787387 | 501(C)(3) | $60,500 | Education/Instruction | |
| The Salvation Army | ||||||||
| 1700 S Burdick | Kalamazoo | MI | 49001 | 580660607 | 501(C)(3) | $60,296 | Individual & Families | |
| Opportunities Unlimited for the Blind Inc | ||||||||
| PO Box 46 | Greenville | MI | 48838 | 383160913 | 501(C)(3) | $60,000 | Youth Development | |
| Community Homeworks | ||||||||
| 810 Bryant Street | Kalamazoo | MI | 49001 | 271037159 | 501(C)(3) | $54,750 | Housing Shelter | |
| St Thomas More | ||||||||
| 421 Monroe | Kalamazoo | MI | 49001 | 381816518 | 501(C)(3) | $52,200 | Civil Rights, Social Action, Advocacy | |
| Western Michigan University School of Medicine | ||||||||
| c/o Western Michigan University | Kalamazoo | MI | 490085406 | 454135256 | 501(C)(3) | $51,000 | Education/Instruction | Foundation1903 W Michigan Ave |
| Anchor Center for the Blind Children | ||||||||
| 2550 Roslyn St | Denver | CO | 80238 | 840893509 | 501(C)(3) | $50,000 | Health General & Rehabilitation | |
| Friendship Village | ||||||||
| 1400 North Drake Road | Kalamazoo | MI | 49006 | 382067110 | 501(C)(3) | $50,000 | INDIVIDUAL & FAMILIES | |
| ISAAC | ||||||||
| c/o St Lukes Episcopal Church 247 W | Kalamazoo | MI | 49007 | 202027747 | 501(C)(3) | $49,500 | Community Improvement/Capacity Building | Lovell St |
| Downtown Tomorrow Inc | ||||||||
| 141 East Michigan Ave Suite 501 | Kalamazoo | MI | 49007 | 382513286 | 501(C)(3) | $47,750 | Economic Development | |
| Kalamazoo Neighborhood Housing Services Inc | ||||||||
| 802 S Westnedge Avenue | Kalamazoo | MI | 49008 | 382391442 | 501(C)(3) | $45,100 | Housing Shelter | |
| Clinton County Regional Education Agency | ||||||||
| 1013 S US Hwy 27 Ste A | St Johns | MI | 48879 | 386026085 | 501(C)(3) | $45,000 | Education/Instruction | |
| Open Doors Kalamazoo | ||||||||
| PO Box 50102 | Kalamazoo | MI | 490081162 | 237088427 | 501(C)(3) | $44,500 | Individual & Families | |
| MRC Industries Inc | ||||||||
| 2538 S 26th Street | Kalamazoo | MI | 49048 | 381911437 | 501(C)(3) | $44,047 | Individual & Families | |
| Bronson Health Foundation | ||||||||
| 301 John Street Box C | Kalamazoo | MI | 490075295 | 382415081 | 501(C)(3) | $42,100 | Philanthropy, Voluntarism & Grant Making Foundations | |
| Disability Network SW MI | ||||||||
| 517 E Crosstown Parkway | Kalamazoo | MI | 49001 | 382351028 | 501(C)(3) | $40,144 | Health General & Rehabilitation | |
| Vicksburg Community Schools Foundation | ||||||||
| 301 S Kalamazoo Ave PO Box 158 | Vicksburg | MI | 49097 | 382499765 | 501(C)(3) | $39,434 | Education/Instruction | |
| Kalamazoo Christian School Association | ||||||||
| 2121 Stadium Drive | Kalamazoo | MI | 490081692 | 381871520 | 501(C)(3) | $39,300 | Education/Instruction | |
| Southwest Michigan Land Conservancy | ||||||||
| 6851 S Sprinkle Road | Portage | MI | 49002 | 383038708 | 501(C)(3) | $39,300 | Environment, Quality, Protection | |
| Kalamazoo Humane Society | ||||||||
| 4239 S Westnedge Ave | Kalamazoo | MI | 49008 | 381474932 | 501(C)(3) | $38,601 | Animal Related Activities | |
| SLD Read | ||||||||
| 5250 Lovers Lane Ste LL100 | Portage | MI | 49002 | 382055709 | 501(C)(3) | $37,265 | Education/Instruction | |
| Lakeside for Children Foundation | ||||||||
| 3921 Oakland Drive | Kalamazoo | MI | 49008 | 383696364 | 501(C)(3) | $36,250 | Youth Development | |
| Residential Opportunities Inc | ||||||||
| 1100 South Rose St | Kalamazoo | MI | 49001 | 382185735 | 501(C)(3) | $35,350 | Arts, Culture, Humanities | |
| Kalamazoo Drop-In Child Care Center | ||||||||
| First Congregational Church 345 W | Kalamazoo | MI | 49007 | 381359203 | 501(C)(3) | $35,200 | Youth Development | Michigan Ave |
| Alongside Inc | ||||||||
| PO Box 587 | Richland | MI | 49083 | 233039227 | 501(C)(3) | $35,000 | Religious Related/Spiritual Development | |
| Kalamazoo Collective Housing | ||||||||
| 2101 Wilbur St | Kalamazoo | MI | 49006 | 204014598 | 501(C)(3) | $35,000 | Housing Shelter | |
| Michigan State University | ||||||||
| 200 Spartan Way | East Lansing | MI | 488244005 | 386005984 | 501(C)(3) | $35,000 | Education/Instruction | |
| The Volunteer Center of Greater Kalamazoo | ||||||||
| dba Volunteer Kalamazoo 3901 | Kalamazoo | MI | 49001 | 382026621 | 501(C)(3) | $35,000 | Public Affairs/Society Benefit | Emerald Drive Suite A |
| Kalamazoo Rotary Club Charities | ||||||||
| Rotary Club of Kalamazoo PO Box | Kalamazoo | MI | 49005 | 386089188 | 501(C)(3) | $34,609 | Philanthropy, Voluntarism & Grant Making Foundations | 50251 |
| Council on Foundations Inc | ||||||||
| PO Box 75661 | Baltimore | MD | 212755661 | 136068327 | 501(C)(3) | $34,500 | Philanthropy, Voluntarism & Grant Making Foundations | |
| Kalamazoo County Land Bank | ||||||||
| 229 E Michigan Ave Ste 340 | Kalamazoo | MI | 49007 | 270721363 | 501(C)(3) | $32,000 | Housing Shelter | |
| Community AIDS Resource and Education Services | ||||||||
| 629 Pioneer Street | Kalamazoo | MI | 49008 | 382784545 | 501(C)(3) | $31,700 | Human Service-Multipurpose/Other | |
| Sherman Lake YMCA Outdoor Center | ||||||||
| 6225 N 39th Street | Augusta | MI | 49012 | 383167869 | 501(C)(3) | $31,587 | YOUTH DEVELOPMENT | |
| Michigan Parents of the Visually Impaired | ||||||||
| 3678 Lantern Lane | Fort Gratiot | MI | 48059 | 382957938 | 501(C)(3) | $30,000 | Health General & Rehabilitation | |
| Washtenaw Intermediate School District | ||||||||
| 1819 South Wagner Rd PO Box 1406 | Ann Arbor | MI | 481061406 | 381717462 | GOVERNMENTAL | $30,000 | Education/Instruction | |
| Kalamazoo Cultural Center | ||||||||
| 359 S Kalamazoo Mall Ste 2 | Kalamazoo | MI | 49007 | 383430112 | 501(C)(3) | $29,988 | Arts, Culture, Humanities | |
| Council of Michigan Foundations | ||||||||
| One South Harbor Ave Ste 3 | Grand Haven | MI | 49417 | 386263347 | 501(C)(3) | $29,800 | Philanthropy, Voluntarism & Grant Making Foundations | |
| Portage United Church of Christ | ||||||||
| 2731 West Milham Rd | Portage | MI | 49024 | 382249574 | 501(C)(3) | $29,000 | Religious Related/Spiritual Development | |
| Wellspring-Cori Terry & Dancers | ||||||||
| 359 S Kalamazoo Mall 204 | Kalamazoo | MI | 49007 | 382456161 | 501(C)(3) | $28,744 | Education/Instruction | |
| AACORN Farm Inc | ||||||||
| 2525 Miller Road | Kalamazoo | MI | 49001 | 452576096 | 501(C)(3) | $28,500 | Human Service-Multipurpose/Other | |
| Parents for Public Schools of Greater Kalamazoo | ||||||||
| P O Box 1166 | Portage | MI | 49081 | 273998872 | 501(C)(3) | $28,500 | Education/Instruction | |
| Western Michigan University | ||||||||
| Extended University Programs 200 | Grand Rapids | MI | 49053 | 386007327 | 501(C)(3) | $28,262 | Education/Instruction | Ionia Street NW |
| Friends of the Portage Senior Center | ||||||||
| 320 Library Lane | Portage | MI | 49002 | 383022381 | 501(C)(3) | $28,033 | Individual & Families | |
| Kalamazoo Regional Catholic Schools Foundation | ||||||||
| 1000 W Kilgore Rd | Kalamazoo | MI | 49008 | 382476783 | 501(C)(3) | $27,799 | Education/Instruction | |
| Open Roads Bike Program | ||||||||
| 810 Turwill Lane | Kalamazoo | MI | 49006 | 300779558 | 501(C)(3) | $27,780 | Youth Development | |
| Comstock Public Schools Foundation | ||||||||
| Administration Building 3010 Gull | Kalamazoo | MI | 49048 | 382429114 | 501(C)(3) | $26,318 | Education/Instruction | Road |
| Day Bible Church | ||||||||
| 135 Baseline Road | Battle Creek | MI | 49017 | 386108004 | 501(C)(3) | $26,165 | Religious Related/Spiritual Development | |
| Comstock Public Schools | ||||||||
| Attn Faye Goldner 3010 Gull Road | Kalamazoo | MI | 49048 | 386001926 | GOVERNMENTAL | $25,793 | Youth Development | |
| South Haven Community Foundation | ||||||||
| 228 Broadway | South Haven | MI | 49090 | 203841038 | 501(C)(3) | $25,693 | Philanthropy, Voluntarism & Grant Making Foundations | |
| Food Bank of South Central Michigan | ||||||||
| 5451 Wayne Road PO Box 408 | Battle Creek | MI | 49016 | 382445948 | 501(C)(3) | $25,500 | Food Nutrition Agriculture | |
| Michigan United | ||||||||
| 1009 Stockbridge Ave | Kalamazoo | MI | 49001 | 383058190 | 501(C)(3) | $25,000 | Community Improvement/Capacity Building | |
| Constance Brown Hearing Centers | ||||||||
| 1634 Gull Road Ste201 | Kalamazoo | MI | 49048 | 381410463 | 501(C)(3) | $24,979 | Health General & Rehabilitation | |
| Senior Services Inc | ||||||||
| 918 Jasper St | Kalamazoo | MI | 49001 | 381747660 | 501(C)(3) | $24,000 | Individual & Families | |
| American Red Cross | ||||||||
| 5640 Venture Court | Kalamazoo | MI | 490091860 | 530196605 | 501(C)(3) | $23,400 | Health General & Rehabilitation | |
| Western Michigan University - Business & Finance | ||||||||
| Facilitites Management Operational | Kalamazoo | MI | 490085324 | 386007327 | 501(C)(3) | $23,300 | Education/Instruction | Services1903 W Michigan Ave - |
| Portage Community Outreach Center | ||||||||
| dba Portage Community Center 325 E | Portage | MI | 49002 | 382178011 | 501(C)(3) | $22,250 | Youth Development | Centre |
| Michigan Maritime Museum Inc | ||||||||
| 260 Dyckman Ave | South Haven | MI | 49090 | 382342806 | 501(C)(3) | $22,209 | Education/Instruction | |
| University of Michigan | ||||||||
| Office of University Development | Palatine | IL | 600551089 | 386006309 | 501(C)(3) | $21,850 | Education/Instruction | Department CH 10189 |
| City of Kalamazoo | ||||||||
| 241 W South Street | Kalamazoo | MI | 49007 | 396004627 | GOVERNMENTAL | $20,761 | Recreation, Leisure & Sports, Athletics | |
| LIFT Foundation | ||||||||
| 2725 Airview Blvd Suite 205 | Portage | MI | 49002 | 381845192 | 501(C)(3) | $20,000 | Housing Shelter | |
| The Leelanau Center for Education | ||||||||
| The Leelanau SchoolOne Old | Glen Arbor | MI | 49636 | 386061392 | 501(C)(3) | $20,000 | Education/Instruction | Homestead Road |
| Van Buren District Library | ||||||||
| 200 Phelps Street | Decatur | MI | 49045 | 383007923 | GOVERNMENTAL | $20,000 | Education/Instruction | |
| Building Blocks of Kalamazoo | ||||||||
| 802 S Westnedge Ste BB | Kalamazoo | MI | 49008 | 061705642 | 501(C)(3) | $19,500 | Economic Development | |
| Gryphon Place | ||||||||
| 3245 S 8th St | Kalamazoo | MI | 49009 | 382808685 | 501(C)(3) | $19,424 | Youth Development | |
| Second Reformed Church | ||||||||
| 2323 Stadium | Kalamazoo | MI | 49008 | 381642801 | 501(C)(3) | $19,200 | Religious Related/Spiritual Development | |
| Good News Church | ||||||||
| 80 Grace Drive Suite C2 | Powell | OH | 43065 | 472040878 | 501(C)(3) | $19,000 | Religious Related/Spiritual Development | |
| Schoolcraft Community Schools | ||||||||
| 551 East Lyons St | Schoolcraft | MI | 49087 | 386001955 | GOVERNMENTAL | $17,400 | Education/Instruction | |
| Al-Van Humane Society | ||||||||
| P O Box 421 | South Haven | MI | 49090 | 382072192 | 501(C)(3) | $17,000 | Animal Related Activities | |
| First United Methodist Church | ||||||||
| 212 S Park Street | Kalamazoo | MI | 49007 | 381360541 | 501(C)(3) | $15,957 | Community Improvement/Capacity Building | |
| Galesburg-Augusta Schools Education Foundation | ||||||||
| 1076 North 37th St | Galesburg | MI | 49053 | 383082334 | 501(C)(3) | $15,768 | Education/Instruction | |
| Kalamazoo Junior Symphony Society | ||||||||
| 714 S Westnedge | Kalamazoo | MI | 49007 | 386089780 | 501(C)(3) | $15,400 | Arts, Culture, Humanities | |
| Kairos Dwelling | ||||||||
| 2945 Gull Road | Kalamazoo | MI | 49048 | 383433618 | 501(C)(3) | $15,395 | Health General & Rehabilitation | |
| Songs Against Slavery | ||||||||
| PO Box 90882 | Nashville | TN | 37209 | 461380664 | 501(C)(3) | $15,250 | Human Service-Multipurpose/Other | |
| Parks Foundation of Kalamazoo County | ||||||||
| PO Box 50467 | Kalamazoo | MI | 49005 | 382886994 | 501(C)(3) | $15,100 | Environment, Quality, Protection | |
| University of Michigan Comprehensive Cancer Center | ||||||||
| Office of Medical Development | Ann Arbor | MI | 481046815 | 386006309 | 501(C)(3) | $15,100 | Health General & Rehabilitation | Alumni Relations1000 Oakbrook Drive |
| Calvin College | ||||||||
| 3201 Burton SE | Grand Rapids | MI | 49546 | 383071514 | 501(C)(3) | $15,000 | Education/Instruction | |
| First Presbyterian Church of Richland | ||||||||
| 8047 Church Street | Richland | MI | 49083 | 382307724 | 501(C)(3) | $15,000 | Religious Related/Spiritual Development | |
| Hope Reformed Church | ||||||||
| 1365 Monroe Blvd | South Haven | MI | 49090 | 386077772 | 501(C)(3) | $15,000 | Religious Related/Spiritual Development | |
| North Stamford Congregational Church | ||||||||
| 31 Cascade Road | Stamford | CT | 06903 | 060776120 | 501(C)(3) | $15,000 | Religious Related/Spiritual Development | |
| Audubon Society of Kalamazoo | ||||||||
| 6450 N 2nd St | Kalamazoo | MI | 49009 | 382806607 | 501(C)(3) | $14,783 | Environment, Quality, Protection | |
| Gull Lake Community Schools Foundation | ||||||||
| 11775 East D Avenue | Richland | MI | 49083 | 382489077 | 501(C)(3) | $14,671 | Education/Instruction | |
| Lakeside for Children | ||||||||
| 3921 Oakland Drive | Kalamazoo | MI | 49008 | 381360532 | 501(C)(3) | $14,500 | Community Engagement & Youth | |
| Galesburg-Augusta Community Schools | ||||||||
| 1076 N 37th Street | Galesburg | MI | 49053 | 386001925 | GOVERNMENTAL | $14,015 | Education/Instruction | |
| Community Living Options Inc | ||||||||
| 626 Reed Avenue | Kalamazoo | MI | 49001 | 382433400 | 501(C)(3) | $13,893 | Mental Health/Crisis Intervention | |
| Northside Assoc for Community Development | ||||||||
| 612 North Park St | Kalamazoo | MI | 49007 | 382536811 | 501(C)(3) | $13,850 | Youth Development | |
| Cheff Therapeutic Riding Center | ||||||||
| 8450 N 43rd | Augusta | MI | 49012 | 386061238 | 501(C)(3) | $13,766 | Youth Development | |
| Portage Education Foundation | ||||||||
| PO Box 2043 | Portage | MI | 49081 | 382966723 | 501(C)(3) | $13,500 | Education/Instruction | |
| East Main Church of Christ | ||||||||
| 2528 East Main Street | Kalamazoo | MI | 49048 | 382475557 | 501(C)(3) | $13,200 | Religious Related/Spiritual Development | |
| Catholic Family Services | ||||||||
| 1819 Gull Road | Kalamazoo | MI | 49001 | 382072348 | 501(C)(3) | $12,758 | Individual & Families | |
| Kalamazoo Psychiatric Hospital | ||||||||
| 1312 Oakland Drive | Kalamazoo | MI | 49008 | 386000134 | 501(C)(3) | $12,750 | Health General & Rehabilitation | |
| Junior Achievement of Southwest Michigan | ||||||||
| 2775 W Dickman Road Suite H-3 | Battle Creek | MI | 49037 | 381515420 | 501(C)(3) | $12,525 | Education/Instruction | |
| Bethany Reformed Church | ||||||||
| 1833 S Burdick | Kalamazoo | MI | 49001 | 381415381 | 501(C)(3) | $12,500 | Food Nutrition Agriculture | |
| Kalamazoo Book Arts Center | ||||||||
| 326 W Kalamazoo Ave Ste 103A | Kalamazoo | MI | 49007 | 204202088 | 501(C)(3) | $12,500 | Arts, Culture, Humanities | |
| University of Michigan Health System | ||||||||
| Gift Finance and Handling 1000 | Ann Arbor | MI | 481046815 | 386006309 | 501(C)(3) | $12,500 | Health General & Rehabilitation | Oakbrook Drive Ste 100 |
| Kalamazoo Gospel Mission | ||||||||
| 448 North Burdick Street | Kalamazoo | MI | 49007 | 381877515 | 501(C)(3) | $12,012 | Individual & Families | |
| Denison University | ||||||||
| PO Box 716 | Granville | OH | 43023 | 314379459 | 501(C)(3) | $12,000 | Education/Instruction | |
| Partners in Health A Non Profit Corp | ||||||||
| 888 Commonwealth Ave 3rd Floor | Boston | MA | 02115 | 043567502 | 501(C)(3) | $12,000 | Health General & Rehabilitation | |
| Portage Chapel Hill United Methodist Church | ||||||||
| 7028 Oakland Drive | Portage | MI | 49024 | 381816766 | 501(C)(3) | $11,800 | Religious Related/Spiritual Development | |
| Borgess Foundation | ||||||||
| Medical Specialties Bld 1521 Gull | Kalamazoo | MI | 49048 | 237222558 | 501(C)(3) | $11,700 | Philanthropy, Voluntarism & Grant Making Foundations | Road |
| Hospital Hospitality House of SW MI Inc | ||||||||
| 527 West South Street | Kalamazoo | MI | 49007 | 382540700 | 501(C)(3) | $11,250 | Health General & Rehabilitation | |
| Arcadia NetworkArcadia Institute Inc | ||||||||
| 203 West North St | Kalamazoo | MI | 49007 | 383226544 | 501(C)(3) | $11,000 | Human Service-Multipurpose/Other | |
| Detroit Tiger Foundation | ||||||||
| 2100 Woodward Avenue | Detroit | MI | 48201 | 383548144 | 501(C)(3) | $11,000 | Human Service-Multipurpose/Other | |
| Kalamazoo Community Mental Health & Substance Abuse Services | ||||||||
| 3299 Gull RdPO Box 63 | Nazareth | MI | 490740063 | 383313413 | 501(C)(3) | $11,000 | Mental Health/Crisis Intervention | |
| Hispanic American Council Inc | ||||||||
| 930 Lake Street Ste A | Kalamazoo | MI | 49001 | 382437758 | 501(C)(3) | $10,100 | Human Service-Multipurpose/Other | |
| Ann Arbor Center for Independent Living | ||||||||
| 3941 Research Park Dr | Ann Arbor | MI | 48108 | 382133063 | 501(C)(3) | $10,000 | Human Service-Multipurpose/Other | |
| CentraCare | ||||||||
| 445 W Michigan Avenue | Kalamazoo | MI | 49007 | 010866698 | 501(C)(3) | $10,000 | Health General & Rehabilitation | |
| Church in the Gardens | ||||||||
| 3937 Holly Drive | Palm Beach Gardens | FL | 33410 | 592406915 | 501(C)(3) | $10,000 | Religious Related/Spiritual Development | |
| Friendship House | ||||||||
| 1829 S Burdick St | Kalamazoo | MI | 49001 | 383036183 | 501(C)(3) | $10,000 | Human Service-Multipurpose/Other | |
| Future 4 Teens | ||||||||
| PO Box 20251 | Kalamazoo | MI | 49019 | 451073711 | 501(C)(3) | $10,000 | Youth Development | |
| New Life Church | ||||||||
| 1541 Washtenaw Ave | Ann Arbor | MI | 48104 | 383601543 | 501(C)(3) | $10,000 | Religious Related/Spiritual Development | |
| Plainwell Community Center | ||||||||
| PO Box 109 | Plainwell | MI | 49080 | 383379804 | 501(C)(3) | $10,000 | Human Service-Multipurpose/Other | |
| Portage Northern Hockey Boosters Inc | ||||||||
| 6645 Brigham St | Portage | MI | 49024 | 472363688 | 501(C)(3) | $10,000 | Youth Development | |
| Renaissance Enterprises | ||||||||
| 901 Lay Boulevard | Kalamazoo | MI | 49001 | 382816993 | 501(C)(3) | $10,000 | Human Service-Multipurpose/Other | |
| St Lukes Episcopal Church | ||||||||
| 247 West Lovell | Kalamazoo | MI | 49007 | 311629166 | 501(C)(3) | $10,000 | Interfunds | |
| Youth Advancement Academy | ||||||||
| ATTN Business Office 1819 E Milham | Portage | MI | 49002 | 262735877 | 501(C)(3) | $10,000 | Education/Instruction | Road |
| People's Church | ||||||||
| 1758 N 10th Street | Kalamazoo | MI | 49009 | 381803467 | 501(C)(3) | $9,950 | Civil Rights/Social Action Advocacy | |
| Covert Public Schools | ||||||||
| 35323 M-140 Highway | Covert | MI | 49043 | 386003986 | 501(C)(3) | $9,900 | Education/Instruction | |
| Zion Lutheran Church | ||||||||
| 2122 Bronson Blvd | Kalamazoo | MI | 49008 | 381557582 | 501(C)(3) | $9,450 | Religious Related/Spiritual Development | |
| Michigan Festival of Sacred Music | ||||||||
| PO Box 50566 | Kalamazoo | MI | 490050566 | 300129719 | 501(C)(3) | $9,150 | Arts, Culture, Humanities | |
| Park Club Historic Foundation | ||||||||
| 219 W South St Kalamazoo MI 49007 | Kalamazoo | MI | 49007 | 274685810 | 501(C)(3) | $9,000 | Community Improvement/Capacity Building | |
| Farmers Alley Theatre | ||||||||
| 221 Farmers Alley | Kalamazoo | MI | 49007 | 262692394 | 501(C)(3) | $8,555 | Arts, Culture, Humanities | |
| Boys and Girls Club of Greater Flint | ||||||||
| 3701 N Averill Ave | Flint | MI | 48506 | 383381808 | 501(C)(3) | $8,500 | Youth Development | |
| Michigan Blind Athletic Association | ||||||||
| 2520 Springmont Ave | Kalamazoo | MI | 49008 | 382383830 | 501(C)(3) | $8,500 | Health General & Rehabilitation | |
| St Mary's Church | ||||||||
| 939 Charlotte Ave | Kalamazoo | MI | 49048 | 381415410 | 501(C)(3) | $8,500 | Religious Related/Spiritual Development | |
| Kalamazoo River Watershed Public Advisory Council | ||||||||
| 1415 N Harrison | Kalamazoo | MI | 49007 | 383458206 | 501(C)(3) | $8,350 | Education/Instruction | |
| Fontana Chamber Arts | ||||||||
| 359 S Kalamazoo MallSte 200 | Kalamazoo | MI | 49007 | 383548660 | 501(C)(3) | $8,316 | Arts, Culture, Humanities | |
| Schoolcraft Community Foundation | ||||||||
| 551 East Lyons Street | Schoolcraft | MI | 49087 | 382612712 | 501(C)(3) | $8,300 | Philanthropy, Voluntarism & Grant Making Foundations | |
| Hospital Hospitality House | ||||||||
| 527 W South Street | Kalamazoo | MI | 49007 | 382540700 | 501(C)(3) | $8,200 | Community Improvement/Capacity Building | |
| Junior League of Kalamazoo Inc | ||||||||
| 5047 West Main St Ste260 | Kalamazoo | MI | 49009 | 386103097 | 501(C)(3) | $8,196 | Human Service-Multipurpose/Other | |
| Providence Christian School | ||||||||
| 100 Pratt Rd | Kalamazoo | MI | 49001 | 382203691 | 501(C)(3) | $7,999 | Education/Instruction | |
| First Day Shoe Fund | ||||||||
| PO Box 2751 | Kalamazoo | MI | 49001 | 204881364 | 501(C)(3) | $7,750 | Youth Development | |
| Vicksburg Historical Society | ||||||||
| 300 North Richardson St PO Box 103 | Vicksburg | MI | 49097 | 382583018 | 501(C)(3) | $7,538 | Arts, Culture, Humanities | |
| GFM the Synergy Center | ||||||||
| 5805 Oakland Drive | Portage | MI | 49024 | 200034091 | 501(C)(3) | $7,500 | Community Improvement/Capacity Building | |
| Ujima Enterprises Inc | ||||||||
| PO Box 50294 | Kalamazoo | MI | 49005 | 383262263 | 501(C)(3) | $7,500 | Education/Instruction | |
| Haven Reformed Church | ||||||||
| 5350 Sprinkle Rd | Kalamazoo | MI | 49004 | 382031786 | 501(C)(3) | $7,467 | Religious Related/Spiritual Development | |
| Kalamazoo Animal Rescue | ||||||||
| PO Box 3295 | Kalamazoo | MI | 49003 | 383058537 | 501(C)(3) | $7,400 | Animal Related Activities | |
| Colorado University Foundation | ||||||||
| Campus Box 369 | Boulder | CO | 80306 | 846049811 | 501(C)(3) | $7,300 | Education/Instruction | |
| Make-A-Wish Foundation of Michigan | ||||||||
| 7600 Grand River Ave STE 175 | Brighton | MI | 48114 | 382505812 | 501(C)(3) | $7,000 | Human Service-Multipurpose/Other | |
| Voces | ||||||||
| 809 N Fletcher | Kalamazoo | MI | 49006 | 273586666 | 501(C)(3) | $7,000 | Education/Instruction | |
| Portage District Library | ||||||||
| 300 Library Lane | Portage | MI | 49002 | 383415210 | GOVERNMENTAL | $6,863 | Youth Development | |
| Julius & Esther Stulberg Competition Inc | ||||||||
| Stulberg International String | Kalamazoo | MI | 49007 | 510147234 | 501(C)(3) | $6,700 | Arts, Culture, Humanities | Competition359 S Kalamazoo Mall Ste |
| The Wesley Foundation | ||||||||
| 2101 Wilbur St | Kalamazoo | MI | 49006 | 381415388 | 501(C)(3) | $6,700 | Youth Development | |
| Lest We Forget Our Vets | ||||||||
| 1819 Helen Ave | Portage | MI | 49002 | 412227957 | 501(C)(3) | $6,500 | Health General & Rehabilitation | |
| Youth Development Company and PAL | ||||||||
| PO Box 453 | South Haven | MI | 49090 | 383298735 | 501(C)(3) | $6,500 | Youth Development | |
| William Crispe Community House | ||||||||
| 203 West Bridge Street | Plainwell | MI | 49080 | 381677221 | 501(C)(3) | $6,400 | Human Service-Multipurpose/Other | |
| Alano Club of Battle Creek | ||||||||
| 1125 W Territorial Road | Battle Creek | MI | 49015 | 382488305 | 501(C)(3) | $6,250 | Human Service-Multipurpose/Other | |
| State of Michigan Dept of Human Services | ||||||||
| 322 Stockbridge | Kalamazoo | MI | 49001 | 386004860 | GOVERNMENTAL | $6,000 | Youth Development | |
| Christian Neighbors | ||||||||
| P O Box 53 | Plainwell | MI | 49080 | 383451688 | 501(C)(3) | $5,750 | Individual & Families | |
| Shepherd's Center of Greater Kalamazoo | ||||||||
| 1833 South Burdick St | Kalamazoo | MI | 49007 | 382845639 | 501(C)(3) | $5,700 | Human Service-Multipurpose/Other | |
| Black Arts & Cultural Center | ||||||||
| 359 S Burdick St Ste 202 | Kalamazoo | MI | 49007 | 382730761 | 501(C)(3) | $5,570 | Youth Development | |
| Kalamazoo Deacons' Conference | ||||||||
| 1010 N Westnedge | Kalamazoo | MI | 49007 | 382018800 | 501(C)(3) | $5,550 | Housing Shelter | |
| Inter-American Restoration Corp | ||||||||
| PO Box 120205 | Melbourne | FL | 32904 | 371450226 | 501(C)(3) | $5,500 | Housing Shelter | |
| InterVarsity Christian FellowshipUSA | ||||||||
| 6400 Schroeder Road PO Box 7895 | Madison | WI | 537077895 | 362171714 | 501(C)(3) | $5,500 | Religious Related/Spiritual Development | |
| Kalamazoo Conservation District | ||||||||
| 5950 Portage Rd Suite B | Portage | MI | 49002 | 382304875 | 501(C)(3) | $5,300 | Environment, Quality, Protection | |
| Kalamazoo GayLesbian Resource Center | ||||||||
| 629 Pioneer Street | Kalamazoo | MI | 49008 | 382800996 | 501(C)(3) | $5,300 | Individual & Families | |
| Michigan History Foundation | ||||||||
| PO Box 17035 | Lansing | MI | 48901 | 382888411 | 501(C)(3) | $5,079 | Education/Instruction | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 209 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SCHOLARSHIP | 346 | $1,137,041 | N/A | N/A |
| AWARD FOR ACADEMIC EXCELLENCE | 4 | $1,000 | N/A | N/A |
| PROFESSIONAL DEVELOPMENT | 9 | $7,559 | N/A | N/A |
| EMERGENCY ASSISTANCE | 12 | $3,200 | N/A | N/A |
| GRADUATE RESEARCH PROGRAM | 3 | $4,279 | N/A | N/A |
| IMPROVE OR ENHANCE SKILLS FOR YOUTH | 10 | $2,095 | N/A | N.A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS FROM DONOR ADVISED AND DESIGNATED FUNDS: WE ENSURE THE GRANT IS MADE TO A QUALIFIED 501(C)(3) ORGANIZATION WHICH HAS THE CAPACITY TO ENSURE THE GRANT IS USED IN THE MANNER INTENDED. GRANTS FROM SCHOLARSHIP FUNDS: GRANTS ARE MADE PAYABLE TO THE COLLEGE OR UNIVERSITY WITH INSTRUCTIONS FOR THEIR USE INCLUDING THAT IT BE RETURNED IF CERTAIN CONDITIONS BY THE STUDENT ARE NOT MET. GRANTS FROM UNRESTRICTED FUNDS: GRANTS REQUIRE AN APPLICATION WHICH ARTICULATES THE GRANT PURPOSE AND THE OUTCOMES EXPECTED. A FOLLOW UP REPORT IS REQUIRED AT THE END OF THE PROJECT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROLYN PICKETT-ERWAY | ||||||||||||||
| CEO/PRESIDENT | $205,858 | $0 | $0 | $0 | $0 | $0 | $11,765 | $0 | $0 | $0 | $217,623 | $0 | $0 | $0 |
| SUSAN SPRINGGATE | ||||||||||||||
| VP, FINANCE & ADMIN. | $145,677 | $0 | $0 | $0 | $0 | $0 | $8,761 | $0 | $8,621 | $0 | $163,059 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $866,964 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EXCHANGE MEAN | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT LISTED IN COLUMN B REPRESENTS THE NUMBER OF ITEMS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE FORM 990 IS ELECTRONICALLY SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. |
| Form 990, Part VI, Section B, line 12c | ALL MEMBERS OF THE GOVERNING BOARD, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS AND STAFF MUST REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE CONCERNING COMPLIANCE ON AN ANNUAL BASIS. THOSE INDIVIDUALS WITH OVERSIGHT FOR COMPETITIVE GRANTS UPDATE THE QUESTIONNAIRE QUARTERLY. A CONFLICT OF INTEREST WITH RESPECT TO A POTENTIAL TRANSACTION IS REQUIRED TO BE DISCLOSED AND THE CONFLICTED BOARD MEMBER, COMMITTEE VOLUNTEER OR STAFF PERSON IS EXCLUDED FROM PARTICIPATING IN DISCUSSIONS, DELIBERATIONS AND DECISIONS CONCERNING THE MATTER. |
| Form 990, Part VI, Section B, line 15 | THE PRESIDENT/CEO IS THE TOP MANAGEMENT OFFICIAL OF THE COMMUNITY FOUNDATION AND HIS/HER COMPENSATION PACKAGE IS REVIEWED AND DECIDED UPON ANNUALLY BY THE BOARD OF TRUSTEES, WHICH ACTS AS THE COMPENSATION COMMITTEE. AS PART OF THE PROCESS, THE BOARD REVIEWS HIS/HER PERFORMANCE FOR THE PREVIOUS 12 MONTHS. ANNUALLY, THROUGH THE USE OF VARIOUS SURVEYS, THE BOARD COMPARES THE PRESIDENT'S COMPENSATION TO THAT OF OTHERS IN SIMILAR POSITIONS. EVERY FEW YEARS, THE COMMUNITY FOUNDATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE SALARY RANGE FOR THE POSITION. USING THIS CONTEMPORANEOUS DATA, THE BOARD DETERMINES THE APPROPRIATE COMPENSATION PACKAGE FOR THE YEAR AND IT IS APPROVED IN EXECUTIVE SESSION IN ADVANCE OF PAYMENT. OFFICERS RECEIVE ANNUAL PERFORMANCE APPRAISALS FROM THEIR IMMEDIATE SUPERVISOR, THE PRESIDENT/CEO. SALARY ADJUSTMENTS FOR OFFICERS ARE APPROVED BY THE PRESIDENT/CEO AND ARE BASED ON MERIT AND WITHIN BUDGETARY GUIDELINES APPROVED BY THE BOARD OF TRUSTEES. EVERY FEW YEARS, THE COMMUNITY FOUNDATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE SALARY RANGE FOR THE POSITIONS. THE SALARY FOR THE CFO IS APPROVED BY THE BOARD OF TRUSTEES. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS 2015. |
| Form 990, Part VI, Section C, line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, TAX RETURNS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| Form 990, Part XI, line 9: | CHANGE IN VALUE OF LIFE INSURANCE 15,424. CHANGE IN VALUE OF GIFT ANNUITIES -463,552. REVERSAL of GRANT EXPENSES 691,281. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KALAMAZOO COMMUNITY FOUNDATION CHARITABLE TRUST | ||||||||||
| PNC BANK NA 245 North Rose Street 3 | KALAMAZOO | MI | 490073940 | 386372488 | supporting organization to kalamazoo community foundation | MI | 501(c)(3) | Line 11d, III-O | Kalamazoo community foundation | Yes (1) |
| KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS INC | ||||||||||
| 402 EAST MICHIGAN AVE | KALAMAZOO | MI | 49007 | 383245468 | SUpporting organization to kalamazoo community foundation | MI | 501(c)(3) | Line 11a, I | kalamazoo community foundation | Yes (1) |
| RHEA HUNTING TRUST FBO KALAMAZOO COMMUNITY FOUNDATION | ||||||||||
| PNC BANK NA 245 North Rose Street 3 | KALAMAZOO | MI | 490073940 | 386739983 | supporting organization to kalamazoo community foundation | MI | 4947(A)(1) | Line 11d, III-O | kalamazoo community foundation | Yes (1) |
| CONSTANCE BROWN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION | ||||||||||
| PNC BANK NA 245 North Rose Street 3 | KALAMAZOO | MI | 490073940 | 386041534 | supporting organization to kalamazoo community foundation | MI | 501(c)(3) | Line 11d, III-O | kalamazoo community foundation | Yes (1) |
| MILLIE K UPJOHN & MARY S KIRBY MEMORIAL TRUST | ||||||||||
| PNC BANK NA 245 North Rose Street 3 | KALAMAZOO | MI | 490073940 | 386065409 | supporting organization to kalamazoo community foundation | MI | 501(c)(3) | Line 11d, III-O | kalamazoo community foundation | Yes (1) |
| ELEANOR S PITKIN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION | ||||||||||
| PNC BANK NA 245 North Rose Street 3 | KALAMAZOO | MI | 490073940 | 386041533 | supporting organization to kalamazoo community foundation | MI | 501(c)(3) | Line 11d, III-O | kalamazoo community foundation | Yes (1) |
| AGNES BARRETT TRUST FBO THE KALAMAZOO COMMUNITY FOUNDATION | ||||||||||
| PNC BANK NA 245 North Rose Street 3 | kALAMAZOO | MI | 490073940 | 386041661 | supporting organization to kalamazoo community foundation | MI | 501(c)(3) | Line 11d, III-O | kalamazoo community foundation | Yes (1) |
| PETER VAN HAFTEN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION | ||||||||||
| 151 S ROSE STREET | KALAMAZOO | MI | 49007 | 382870344 | supporting organization to kalamazoo community foundation | MI | 4947(A)(1) | PF | kalamazoo community foundation | Yes (1) |
| PAULINE BUCKHOUT TRUST FBO KALAMAZOO COMMUNITY FOUNDATION | ||||||||||
| PNC BANK NA 245 North Rose Street 3 | KALAMAZOO | MI | 490073940 | 386449256 | supporting organization to kalamazoo community foundation | MI | 4947(A)(1) | Line 11c, III-FI | kalamazoo community foundation | Yes (1) |
| GEORGE STEERS trust FBO KALAMAZOO community foundation | ||||||||||
| 151 S ROSE STREET | kALAMAZOO | MI | 49007 | 386179967 | supporting organization to kalamazoo community foundation | MI | 501(c)(3) | Line 11c, III-FI | kalamazoo community foundation | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AGNES BARRETT TRUST FBO THE KALAMAZOO COMMUNITY FOUNDATION | ||
| C | $129,401 | CASH transferred |
| KALAMAZOO COMMUNITY FOUNDATION CHARITABLE TRUST | ||
| C | $170,775 | CASH transferred |
| Kalamazoo community foundation real estate holdings inc | ||
| B | $51,190 | casH transferred |