THE MEIJER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE MEIJER FOUNDATION (EIN 38-6575227)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201633159349100303
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T07:21:20-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386575227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEIJER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL R JULIEN | InCareOfNm |
| Business Name Control | MEIJ | BusinessNameControlTxt |
| Phone | 6168883350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 OTTAWA AVE NW SUITE 101 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | QUAN MAC | PersonNm |
| Person Title | AGT FOR TRUSTEE | PersonTitleTxt |
| Phone | 6168883350 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Hammond | PreparerPersonNm |
| PTIN | P00737007 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $148,197,089 | 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 | $7,300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $328,355 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $160,047 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,445,718 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,981,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,312,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,793,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,248,828 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,442,385 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $483,223 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,828,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,873,992 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $22,687 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,343 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,343 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,253 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $32,531 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $927,611 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $780,230 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $172,781 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47,426 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $115,193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $321 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,270,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $871,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,343 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,563,907 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,563,907 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,834,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $871,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,606,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $994,113 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,002,141 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,893 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,585,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,439,282 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,439,282 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $100,174 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $25,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $25,197 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $86,375,627 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,009,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,925,581 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,079,558 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,103,855 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,317,786 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,695,332 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,918,873 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,911,848 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $18,459,182 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,545,209 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,577,395 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $136,297,755 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,041,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $148,197,089 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $136,297,755 | CapitalStockBOYAmt |
| Capital Stock EOY | $137,041,329 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $136,297,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $137,041,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $136,297,755 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $137,041,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $136,297,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $994,113 | ExcessRevenueOverExpensesAmt |
| Subtotal | $137,291,868 | SubtotalAmt |
| Other Decreases | $250,539 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $137,041,329 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| K-1'S SHORT-TERM GAIN/(LOSS) | -$50,097 | |||
| K-1'S LONG-TERM GAIN/(LOSS) | $38,502 | |||
| LEGACY TRUST #2800 | $3,394,507 | $22,619,588 | $19,242,157 | $3,377,431 |
| FIFTH THIRD #8067 | $2,235,400 | $29,173,412 | $26,731,934 | $2,441,478 |
| CAPITAL GAIN DISTRIBUTIONS | $1,629,104 | |||
| UNRECPATURED 1250 GAIN | $1,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,248,828 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,175,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $163,827,104 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.147565 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,677,522 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $146,441,706 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.107056 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,177,747 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $93,902,389 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087088 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,767,888 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $78,915,479 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.237823 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,095,018 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $81,176,287 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.148997 | DistributionYr5Rt |
| Total Distribution | 0.728529 | TotalDistributionRt |
| Average Distribution | 0.145706 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $157,676,389 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,974,396 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $90,021 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,064,417 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,606,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $180,043 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $180,043 | SubtotalAmt |
| Tax Based On Investment Income | $180,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $206,016 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $206,016 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,973 | OverpaymentAmt |
| Applied To ES Tax | $25,973 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL R JULIEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6168883350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 OTTAWA AVE NW SUITE 101 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HENDRIK G MEIJER | ||||||||
| C/O MEIJER CORPORATE HEADQUARTERS | GRAND RAPIDS | MI | 49544 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| DOUGLAS F MEIJER | ||||||||
| C/O MEIJER CORPORATE HEADQUARTERS | GRAND RAPIDS | MI | 49544 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MARK D MEIJER | ||||||||
| C/O MEIJER CORPORATE HEADQUARTERS | GRAND RAPIDS | MI | 49544 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEGACY TRUST | |||||
| 99 MONROE AVE NW SUITE 600 | GRAND RAPIDS | MI | 49503 | INVESTMENT FEES | $236,878 |
| APEX CAPITAL MANAGEMENT | |||||
| 99 HARBOR ROAD | SOUTHPORT | CT | 06890 | INVESTMENT MGMT | $91,865 |
| KALMAR INVESTMENTS INC | |||||
| 3701 KENNET PIKE | WILMINGTON | DE | 19807 | INVESTMENT MGMT | $65,349 |
| ASSET STRATEGY CONSULTANTS | |||||
| 6 NORTH PARK DRIVE SUITE 208 | HUNT VALLEY | MD | 21030 | INVESTMENT MGmT | $64,312 |
| BAIRD INVESTEMENT MANAGEMENT | |||||
| 333 BRIDGE ST NW SUITE 1000 | GRAND RAPIDS | MI | 49504 | CONSULTING | $54,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $152,140,477 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,937,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $160,077,552 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $160,077,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,401,163 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $157,676,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,883,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,883,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $180,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $180,043 | TotalTaxAmt |
| Distributable Before Adj | $7,703,776 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,703,776 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,703,776 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,606,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $17,606,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $17,606,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,703,776 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,124,054 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,831,316 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,502,006 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,514,816 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,152,436 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,124,628 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,606,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $7,703,776 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,902,474 | RemainingDistriFromCorpusAmt |
| Total Corpus | $61,027,102 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,124,054 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,903,048 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,831,316 | ExcessFromYear4Amt |
| Excess From Year3 | $3,502,006 | ExcessFromYear3Amt |
| Excess From Year2 | $8,514,816 | ExcessFromYear2Amt |
| Excess From Year1 | $16,152,436 | ExcessFromYear1Amt |
| Excess From Current Year | $9,902,474 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alano Club Of Kent County | ||||||||
| 1020 College Ave NE | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $75,000 | |
| American Heart Association Inc | ||||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | None | PC | Program Support | $55,000 | |
| Aquinas College Inc | ||||||||
| 1607 Robinson RD SE | Grand Rapids | MI | 49506 | None | PC | General Support | $50,000 | |
| Aquinas College Inc | ||||||||
| 1607 Robinson RD SE | Grand Rapids | MI | 49506 | None | PC | Program Support | $25,000 | |
| Bay Area Community Foundation | ||||||||
| 1000 Adam St 200 | Bay City | MI | 48708 | None | PC | Program Support | $38,000 | |
| Bethany Christian Services Inc | ||||||||
| 901 Eastern Ave NE | Grand Rapids | MI | 49501 | None | PC | Program Support | $20,000 | |
| Black River Public School | ||||||||
| 491 Columbia Ave | Holland | MI | 49423 | None | PC | Capital Campaign | $50,000 | |
| Blandford Nature Center | ||||||||
| 1715 Hilburn Ave NW | Grand Rapids | MI | 49504 | None | PC | Program Support | $333,333 | |
| Blessings In A Backpack Inc | ||||||||
| 4121 Shelbyville RD | Louisville | KY | 40207 | None | PC | Program Support | $295,000 | |
| Cascade Community Foundation | ||||||||
| 6757 Cascade Rd SE | Grand Rapids | MI | 49546 | None | PC | Program Support | $50,000 | |
| Children's Healing Center | ||||||||
| 1530 Fulton St E | Grand Rapids | MI | 49503 | None | PC | General Support | $150,000 | |
| Contemporary Learning Systems | ||||||||
| PO Box 309 | Walloon Lake | MI | 49796 | None | PC | Program Support | $5,000 | |
| Dwelling Place Of Grand Rapids Inc | ||||||||
| 101 Sheldon Blvd SE 2 | Grand Rapids | MI | 49503 | None | PC | Program Support | $50,000 | |
| East Grand Rapids Community Foundation | ||||||||
| 750 Lakeside Dr SE | Grand Rapids | MI | 49506 | None | PC | Project Support | $12,500 | |
| Family Promise Of Grand Rapids | ||||||||
| 516 Cherry St SE | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $100,000 | |
| Ferris State University | ||||||||
| 1201 S State St | Big Rapids TWP | MI | 49307 | None | PC | Project Support | $300,000 | |
| First Steps Kent | ||||||||
| 118 Commerce Ave SW 300 | Grand Rapids | MI | 49503 | None | PC | Program Support | $50,000 | |
| Frederik Meijer Gardens Foundation | ||||||||
| 1000 E Beltline AVE NE | Grand Rapids | MI | 49525 | None | PC | Project Support | $1,250,000 | |
| Free Wheelchair Mission | ||||||||
| 15279 Alton Pkwy 33 | Irvine | CA | 92618 | None | PC | Program Support | $39,534 | |
| Geek Group Inc | ||||||||
| 902 Leonard St NW | Grand Rapids | MI | 49504 | None | PC | Capital Campaign | $25,000 | |
| Gerald R Ford Foundation | ||||||||
| 303 Pearl St SW | Grand Rapids | MI | 49504 | None | PC | Project Support | $713,614 | |
| Girl Scouts Of Michigan Shore To Shore | ||||||||
| 3275 Walker Ave SE | Grand Rapids | MI | 49544 | None | PC | Program Support | $40,450 | |
| Grand Action Foundation | ||||||||
| 120 Lyon ST SW | Grand Rapids | MI | 49503 | None | PC | Project Support | $200,000 | |
| Grand Action Foundation | ||||||||
| 120 Lyon ST SW | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $200,000 | |
| Grand Rapids Art Museum | ||||||||
| 101 Monroe Center NW | Grand Rapids | MI | 49503 | None | PC | Operating Support | $25,000 | |
| Grand Rapids Community College Foundation | ||||||||
| 143 Bostwick Avenue NE | Grand Rapids | MI | 49503 | None | PC | Project Support | $500,000 | |
| Grand Rapids Community Foundation | ||||||||
| 185 Oakes ST SW | Grand Rapids | MI | 49503 | None | PC | Program Support | $1,020,000 | |
| Grand Rapids Symphony | ||||||||
| 300 Ottawa AVE NW | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $266,667 | |
| Grand Valley State University | ||||||||
| 1 Campus Dr | Allendale | MI | 49401 | None | PC | Project Support | $687,500 | |
| Heartside Ministry Inc | ||||||||
| 54 Division Ave S | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $100,000 | |
| Helen DeVos Children's Hospital Foundation | ||||||||
| 100 Michigan St NW | Grand Rapids | MI | 49503 | None | PC | Operating Support | $610,000 | |
| Himalayan Healthcare Inc | ||||||||
| PO Box 737 Planetarium Station | New York | NY | 10024 | None | PC | Project Support | $15,366 | |
| Hope College | ||||||||
| 141 E 12th St | Holland | MI | 49423 | None | PC | Operating Support | $2,000,000 | |
| Indian Trails Camp Inc | ||||||||
| O-1859 Lake Michigan Dr NW | Grand Rapids | MI | 49534 | None | PC | Project Support | $500,000 | |
| Inner City Christian Federation | ||||||||
| 920 Cherry St SE | Grand Rapids | MI | 49506 | None | PC | Program Support | $30,000 | PO BOX 1873 |
| International Association Of Peer Supporters | ||||||||
| PO Box 67 | Trufant | MI | 49347 | None | PC | Program Support | $100,000 | |
| Junior Achievement Of The Michigan Great Lakes Fou | ||||||||
| 3351 Claystone ST SE Ste 201 | Grand Rapids | MI | 49506 | None | PC | Project Support | $41,667 | |
| Kent County Habitat For Humanity | ||||||||
| 425 Pleasant St SW | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $33,333 | |
| Mary Free Bed Rehabilitation Hospital Foundation | ||||||||
| 235 Wealthy ST SE | Grand Rapids | MI | 49503 | None | PC | Capital Campaign PROJECT | $250,000 | |
| Mason County Historical Society Inc | ||||||||
| 427 W Railroad Ave | Shelton | WA | 98584 | None | PC | Program Support | $10,000 | |
| Mental Health Foundation Of West Michigan | ||||||||
| 107 Oakes SE | Grand Rapids | MI | 49503 | None | PC | Program Support CONSTRUCTION | $50,000 | |
| Muskegon Museum Of Art Foundation | ||||||||
| 296 W Webster Ave | Muskegon | MI | 49440 | None | 501c(3) | Capital Campaign | $20,000 | |
| National Constitution Center | ||||||||
| 525 Arch St | Philadelphia | PA | 19106 | None | PC | Operating Support | $150,000 | |
| Nature Conservancy | ||||||||
| 101 E Grand River Ave | Lansing | MI | 48906 | None | PC | Project Support | $300,000 | |
| Navy League Of The United States | ||||||||
| 2300 Wilson Blvd Ste 200 | Arlington | VA | 22201 | None | PC | Project Support | $250,000 | |
| Outdoor Discovery Center Macatawa Greenway | ||||||||
| 4214 56th St | Holland | MI | 49423 | None | PC | Program Support | $100,000 | |
| Regents Of The University Of Michigan | ||||||||
| 500 S State St | Ann Arbor | MI | 48109 | None | PC | Capital Campaign | $1,700,000 | |
| Saint Mary's Health Care | ||||||||
| 200 Jefferson Ave SE | Grand Rapids | MI | 49503 | None | PC | Project Support | $85,000 | |
| Salvation Army | ||||||||
| 1235 E Fulton | Grand Rapids | MI | 49503 | None | PC | Project Support | $30,000 | |
| Sparta Area Recreation Association | ||||||||
| 182 N State St | Sparta | MI | 49345 | None | PC | Project Support | $25,000 | PO Box 1873 |
| Spectrum Health Foundation | ||||||||
| 100 Michigan St NE | Grand Rapids | MI | 49503 | None | PC | Project Support | $1,000,000 | |
| St Cecilia Music Society | ||||||||
| 24 Ransom Ave NE | Grand Rapids | MI | 49503 | None | PC | Program Support | $250,000 | |
| Traverse Area Recreation & Transportation Trails I | ||||||||
| PO Box 252 | Traverse City | MI | 49685 | None | PC | Program Support | $10,000 | |
| University of Michigan - LSA | ||||||||
| 500 S State St | Ann Arbor | MI | 48109 | None | PC | Program Support | $25,000 | |
| Van Andel Institute | ||||||||
| 333 Bostwick Ave NE | Grand Rapids | MI | 49503 | None | PC | Operating Support | $20,000 | |
| Van Andel Research Institute | ||||||||
| 333 Bostwick Ave NE | Grand Rapids | MI | 49503 | None | PC | Program Support | $112,500 | |
| Variety Club Charity For Children Inc | ||||||||
| 4601 Wilshire Blvd Ste 260 | Los Angeles | CA | 90010 | None | PC | Program Support | $33,750 | |
| Village of Pewamo | ||||||||
| 130 E Main St | Pewamo | MI | 48873 | None | GOV | Operating Support | $1,000 | |
| Wayne State University Press | ||||||||
| 4809 Woodward Ave | Detroit | MI | 48201 | None | PC | Program Support | $100,000 | PO Box 385 |
| Wedgwood Christian Services | ||||||||
| 3300 36th St SE | Grand Rapids | MI | 49512 | None | PC | Capital Campaign | $20,000 | |
| West Michigan Horticultural Society Inc | ||||||||
| 1000 E Beltline AVE NE | Grand Rapids | MI | 49525 | None | PC | Project Support | $2,248,453 | |
| West Michigan Refugee Education & Cultural Center | ||||||||
| 2130 Enterprise St SE | Kentwood | MI | 49508 | None | PC | Operating Support | $30,000 | |
| West Michigan Trails & Greenways | ||||||||
| PO Box 325 | Comstock Park | MI | 49321 | None | PC | Project Support | $125,000 | |
| West Michigan Trails & Greenways | ||||||||
| PO Box 325 | Comstock Park | MI | 49321 | None | PC | Operating Support | $15,000 | |
| Westminster Presbyterian Church | ||||||||
| 47 Jefferson Ave SE | Grand Rapids | MI | 49503 | None | PC | Project Support | $55,000 | |
| Whites Bridge Historical Society | ||||||||
| PO Box 55 | Lowell | MI | 49331 | None | PC | Project Support | $200,000 | |
| Women For Human Rights Single Women Group Internat | ||||||||
| 5 Lanaray Park | Fairport | NY | 14450 | None | PC | Program Support | $16,240 | |
| Young Mens Christian Association Of Greater Grand | ||||||||
| 475 Lake Michigan Dr NW | Grand Rapids | MI | 49504 | None | PC | Capital Campaign | $250,000 | |
| Ywca West Central Michigan | ||||||||
| 25 Sheldon Blvd SE | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,563,907 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Ada Christian School Education Foundation | ||||||||
| 6206 Ada Dr SE | Ada | MI | 49401 | None | PC | Capital Campaign | $100,000 | |
| Bethany Christian Services Inc | ||||||||
| 901 Eastern Ave NE | Grand Rapids | MI | 49501 | None | PC | Program Support | $80,000 | |
| Black River Public School | ||||||||
| 491 Columbia Ave | Holland | MI | 49423 | None | PC | Capital Campaign | $100,000 | |
| Blandford Nature Center | ||||||||
| 1715 Hilburn Ave NW | Grand Rapids | MI | 49504 | None | PC | Program Support | $666,667 | |
| Central Michigan University | ||||||||
| 1200 S Franklin St | Mt Pleasant | MI | 48859 | None | PC | Program Support | $25,000 | |
| Family Promise Of Grand Rapids | ||||||||
| 516 Cherry St SE | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $100,000 | |
| Ferris State University | ||||||||
| 1201 S State St | Big Rapids TWP | MI | 49307 | None | PC | Project Support | $600,000 | |
| First Steps Kent | ||||||||
| 118 Commerce Ave SW 300 | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $50,000 | |
| Gerald R Ford Foundation | ||||||||
| 303 Pearl St SW | Grand Rapids | MI | 49504 | None | PC | Project Support | $600,000 | |
| Grand Action Foundation | ||||||||
| 120 Lyon ST SW | Grand Rapids | MI | 49503 | None | PC | Project Support | $200,000 | |
| Grand Rapids Community College Foundation | ||||||||
| 143 Bostwick Avenue NE | Grand Rapids | MI | 49503 | None | PC | Project Support | $1,500,000 | |
| Grand Rapids Community Foundation | ||||||||
| 185 Oakes ST SW | Grand Rapids | MI | 49503 | None | PC | Program Support | $1,080,000 | |
| Grand Rapids Symphony | ||||||||
| 300 Ottawa AVE NW | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $533,333 | |
| Grand Valley State University | ||||||||
| 1 Campus Dr | Allendale | MI | 49401 | None | 501c(3) | Project Support | $712,500 | |
| Great Lakes Center for the Arts | ||||||||
| 800 Bay Harbor Drive | Bay Harbor | MI | 49770 | None | PC | Capital Campaign | $300,000 | |
| Harbor Hall Foundation | ||||||||
| 396 E Main St | Harbor Springs | MI | 49740 | None | PC | Project Support | $15,000 | |
| Helen DeVos Children's Hospital Foundation | ||||||||
| 100 Michigan St NW | Grand Rapids | MI | 49503 | None | PC | Project Support | $610,000 | PO BOX 1873 |
| International Association Of Peer Supporters | ||||||||
| PO Box 67 | Trufant | MI | 49347 | None | PC | Program Support | $12,500 | |
| Junior Achievement Of The Michigan Great Lakes Fou | ||||||||
| 3351 Claystone ST SE Ste 201 | Grand Rapids | MI | 49506 | None | PC | Project Support | $41,667 | |
| Lowell Area Arts Councils Inc | ||||||||
| 149 S Hudson St | Lowell | MI | 49331 | None | PC | Capital Campaign | $25,000 | |
| Mary Free Bed Rehabilitation Hospital Foundation | ||||||||
| 235 Wealthy ST SE | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $500,000 | |
| Mason County Historical Society Inc | ||||||||
| 427 W Railroad Ave | Shelton | WA | 98584 | None | PC | Project Support | $20,000 | |
| Mental Health Foundation Of West Michigan | ||||||||
| 107 Oakes SE | Grand Rapids | MI | 49503 | None | PC | Program Support | $50,000 | |
| Michigan Migrant Legal Assistance Project Inc | ||||||||
| 1104 Fuller Ave NE | Grand Rapids | MI | 49503 | None | PC | Project Support | $10,000 | |
| Muskegon Museum of Art Foundation | ||||||||
| 296 W Webster Ave | Muskegon | MI | 49440 | None | PC | Capital Campaign | $20,000 | |
| National Constitution Center | ||||||||
| 525 Arch St | Philadelphia | PA | 19106 | None | PC | Operating Support | $600,000 | |
| Nature Conservancy | ||||||||
| 101 E Grand River Ave | Lansing | MI | 48906 | None | PC | Program Support | $900,000 | |
| Regents Of The University Of Michigan | ||||||||
| 500 S State St | Ann Arbor | MI | 48109 | None | PC | Capital Campaign | $5,100,000 | |
| Saint Mary's Health Care | ||||||||
| 200 Jefferson Ave SE | Grand Rapids | MI | 49503 | None | PC | Project Support | $85,000 | |
| Salvation Army | ||||||||
| 1235 E Fulton | Grand Rapids | MI | 49503 | None | PC | Project Support | $30,000 | |
| Sparta Area Recreation Association | ||||||||
| 182 N State St | Sparta | MI | 49345 | None | PC | Project Support | $75,000 | PO Box 1873 |
| Spectrum Health Foundation | ||||||||
| 100 Michigan St NE | Grand Rapids | MI | 49503 | None | PC | Project Support | $6,000,000 | |
| Spectrum Health Foundation | ||||||||
| 100 Michigan St NE | Grand Rapids | MI | 49503 | None | PC | Program Support | $250,000 | |
| St Cecilia Music Society | ||||||||
| 24 Ransom Ave NE | Grand Rapids | MI | 49503 | None | PC | Program Support | $125,000 | |
| Traverse Area RecreationTransportation Trails Inc | ||||||||
| PO Box 252 | Traverse City | MI | 49685 | None | PC | Project Support | $20,000 | |
| Van Andel Research Institute | ||||||||
| 333 Bostwick Ave NE | Grand Rapids | MI | 49503 | None | PC | Program Support | $225,000 | |
| Wayne State University Press | ||||||||
| 4809 Woodward Ave | Detroit | MI | 48201 | None | PC | Program Support | $100,000 | |
| Wedgwood Christian Services | ||||||||
| 3300 36th St SE | Grand Rapids | MI | 49512 | None | PC | Capital Campaign | $40,000 | |
| WM Environmental Action Council Education fdn | ||||||||
| 1007 Lake Dr SE | Grand Rapids | MI | 49506 | None | PC | Project Support | $8,140 | |
| West Michigan Trails & Greenways | ||||||||
| PO Box 325 | Comstock Park | MI | 49321 | None | PC | Project Support | $125,000 | |
| West Michigan Trails & Greenways | ||||||||
| PO Box 325 | Comstock Park | MI | 49321 | None | PC | Operating Support | $15,000 | |
| Western Michigan Society for Industrial Heritage | ||||||||
| PO Box 273 | Coopersville | MI | 49404 | None | PC | Project Support | $40,000 | |
| World Renew | ||||||||
| 1700 28th St SE | Grand Rapids | MI | 49508 | None | PC | Project Support | $33,000 | |
| YMCA Of Greater Grand Rapids | ||||||||
| 475 Lake Michigan Dr NW | Grand Rapids | MI | 49504 | None | PC | Capital Campaign | $750,000 | |
| Ywca West Central Michigan | ||||||||
| 25 Sheldon Blvd SE | Grand Rapids | MI | 49503 | None | PC | Capital Campaign | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $22,497,807 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $328,355 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,445,718 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,442,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,312,087 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,528,545 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,528,545 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MEIJER COMPANIES LIMITED | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 WALKER NW | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49544 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $32,253 | Amt |
| Net Investment Income | $32,531 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIFTH-THIRD REAL ESTATE INVEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,918,873 | BookValueAmt |
| EOYFMV | $7,911,848 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $22,687 | LegalFeesAmt |
| Net Investment Income | $11,343 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,343 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (15 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| K-1: EQT MIDSTREAM PARTNERS LP | $89,461 | $114,404 | $161,937 |
| K-1: GENESIS ENERGY L.P. | $98,320 | $98,320 | $73,517 |
| PORTFOLIO ADVISORS SECONDARY F | $1,848,729 | $1,848,729 | $2,330,782 |
| K-1: PHILLIPS 66 PARTNERS L.P | $23,943 | $79,841 | $99,529 |
| K-1: PERENNIAL REAL ESTATE FUN | $832,238 | $832,238 | $536,316 |
| K-1: PPEO III FTE, LTD | $1,889,316 | $1,889,316 | $1,400,245 |
| K-1: MERRIWELL FUND L.P. | $120,674 | $120,674 | $88,648 |
| K-1: U.S. REAL ESTATE INVEST. | $2,693,164 | $2,693,164 | $4,306,103 |
| K-1: HOPEN LIFE SCIENCE FUND | $900,000 | $1,220,000 | $1,220,000 |
| K-1: BDT CAPITAL PARTNERS I-A | $2,480,000 | $4,000,000 | $5,941,960 |
| K-1: BDT CAPITAL PARTNERS II | $1,056,000 | $1,056,000 | |
| K-1: LOST BOYS HOME DOCUMENTAR | $230,000 | $230,000 | $230,000 |
| K-1: PLYMOUTH VENTURE PARTNERS | $150,000 | $300,000 | $266,519 |
| K-1: PICTET INTERNATIONAL EQTY | $7,000,023 | $7,000,023 | $6,803,339 |
| K-1: GRAND ANGELS VENTURES | $0 | $62,500 | $62,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT TO ALLERGAN, INC. | $248,749 |
| BOOK TO TAX DIFFERENCES | $1,790 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CAPITAL CONTRIBUTIONS | $108,088 | |
| MISC EXPENSE | $6,754 | $321 |
| WIRE FEE | $351 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (47 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $29,651 | |
| PARTNERSHIP DISTRIBUTIONS | $1,411,433 | |
| RETURN OF CAPITAL | $997,341 | |
| CLASS ACTION SETTLEMENT | $3,960 | |
| MUTUAL FUND INCOME | $743 | |
| NONDIVIDEND DISTIRBUTIONS | $20,489 | |
| K-1: ANTERO MIDSTREAM PARTNERS, L.P | $10 | |
| K-1: BDT CAPITAL PARTNERS FUND I-A, L.P. | $371,327 | |
| K-1: BDT CAPITAL PARTNERS FUND II(TE)L.P | -$35,823 | |
| K-1: BUCKEYE PARTNERS, L.P. | -$67 | |
| K-1: COLUMBIA PIPELINE PARTNERS, L.P. | -$240 | |
| K-1: DCP MIDSTREAM PARTNERS, L.P. | -$42 | |
| K-1: DOMINION MIDSTREAM PARTNERS, L.P. | -$98 | |
| K-1: ENBRIDGE ENERGY PARTNERS, L.P. | -$13 | |
| K-1: ENTERPRISE PRODUCTS PARTNERS, L.P. | -$2,130 | |
| K-1: ENERGY TRANSFER PARTNERS, L.P. | $1,014 | |
| K-1: ENLINK MIDSTREAM PARTNERS, L.P. | $31 | |
| K-1: EQT GP HOLDINGS, L.P. | -$15 | |
| K-1: EQT MIDSTREAM PARTNERS, L.P. | -$255 | |
| K-1: GENESIS ENERGY L.P. | $273 | |
| K-1: GRAND ANGELS VENTURES FUND | $269 | |
| K-1: HOPEN LIFE SCIENCE FUND II, L.P. | $6,673 | |
| K-1: MAGELLAN MIDSTREAM PARTNERS, L.P. | $31 | |
| K-1: MERRIWELL FUND LIMITED PARTNERSHIP | -$538 | |
| K-1: MIDCOAST ENERGY PARTNERS, L.P. | $4 | |
| K-1: MPLX, L.P. | $33 | |
| K-1: MPLX, L.P. | $1,136 | |
| K-1: ONEOK PARTNERS, L.P. | -$133 | |
| K-1: PERENNIAL REAL ESTATE FUND, L.P. | $40,519 | |
| K-1: PICTET INTERNATIONAL EQUITY FUND | $65,912 | |
| K-1: PLAINS ALL AMERICAN PIPELINE, L.P. | -$1,786 | |
| K-1: PHILLIPS 66 PARTNERS, L.P. | $306 | |
| K-1: PLYMOUTH VENTURE PARTNERS III, L.P. | -$21,184 | |
| K-1: REGENCY ENERGY PARTNERS, L.P. | -$32 | |
| K-1: REGENCY ENERGY PARTNERS, L.P. | -$78 | |
| K-1: SHELL MIDSTREAM PARTNERS, L.P. | $104 | |
| K-1: SPECTRA ENERGY PARTNERS, L.P. | -$1,112 | |
| K-1: SUNOCO LOGISTICS PARTNERS, L.P. | $989 | |
| K-1: SUNOCO LOGISTICS PARTNERS, L.P. | $83 | |
| K-1: SUNOCO, L.P. | $81 | |
| K-1: TARGA RESOURCE PARTNERS, L.P. | $12 | |
| K-1: TESORO LOGISTICS, L.P. | $82 | |
| K-1: U.S. REAL ESTATE INVESTMENT FUND | $36,335 | |
| K-1: VALERO ENERGY PARTNERS, L.P. | $4 | |
| K-1: WESTERN GAS EQUITY PARTNERS, L.P. | $34 | |
| K-1: WESTERN GAS PARTNERS, L.P. | $281 | |
| K-1: WILLIAMS PARTNERS, L.P. | -$6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $824,448 | $702,067 | $6,000 |
| CONSULTING FEES | $25,000 | $25,000 | |
| OTHER PROFESSIONAL SERVICES | $78,163 | $78,163 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $7,781 | $25,717 |
| FEDERAL EXCISE TAXES | $165,000 | |
| FROM K-1'S: FOREIGN TAXES PAID | $21,709 |