WING SHADOW FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WING SHADOW FOUNDATION (EIN 47-3957199)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349105837
- Schema version
- 2024v5.2
- 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 Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2025-11-17T15:18:51-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473957199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wing Shadow Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JIM ROSLONIEC | InCareOfNm |
| Business Name Control | WING | BusinessNameControlTxt |
| Phone | 6169575823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 ADA DR SE Suite 301 | AddressLine1Txt |
| City | ADA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM ROSLONIEC | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6169575823 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Hannah Earl | PreparerPersonNm |
| PTIN | P01755342 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $132,144,494 | 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 | $25,089,111 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57,447 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100,367 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,265,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,340,704 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,944,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,784,281 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,009,954 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $352,693 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $199,662 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $42,708,822 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,650,687 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $25,299 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,649 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $251,366 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $251,366 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $460,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $83,669 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,643 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $24,643 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $761,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $347,684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,293 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,350,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,350,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,112,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $347,684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,388,053 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,596,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,303,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,898,422 | CashBOYAmt |
| Cash EOY | $7,789,983 | CashEOYAmt |
| Cash EOYFMV | $7,789,983 | CashEOYFMVAmt |
| Corporate Stock BOY | $52,040,220 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,719,005 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,755,109 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $40,040,417 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,432,236 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,599,402 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $99,979,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,941,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,144,494 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $99,979,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $114,941,224 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,979,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,941,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,979,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,941,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,979,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,596,754 | ExcessRevenueOverExpensesAmt |
| Subtotal | $127,575,813 | SubtotalAmt |
| Other Decreases | $12,634,589 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $114,941,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES LT | $27,347,340 | $12,722,817 | $14,624,523 | $14,624,523 | |
| PUBLICLY TRADED SECURITIES ST | $11,384,741 | $11,051,510 | $333,231 | $333,231 | |
| CAPITAL GAIN DIVIDENDS | $52,200 | P | |||
| CAPITAL GAIN DIVIDENDS | $52,200 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,009,954 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $240,512 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $240,512 | SubtotalAmt |
| Tax Based On Investment Income | $240,512 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $324,033 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $369,033 | TotalPaymentsAndCreditsAmt |
| Overpayment | $128,521 | OverpaymentAmt |
| Applied To ES Tax | $128,521 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM ROSLONIEC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6169575823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 ADA DRIVE SUITE 301 | AddressLine1Txt |
| City | ADA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49301 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| NAN VAN ANDEL | ||||||||
| 660 ADA DR SE | ADA | MI | 49301 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JAMES ROSLONIEC | ||||||||
| 660 ADA DR SE | ADA | MI | 49301 | TREASURER | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4449 EASTON WAY SUITE 300 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $251,366 | CompensationAmt |
| 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 | $117,623,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,035,283 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $122,659,047 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $122,659,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,839,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $120,819,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,040,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,040,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $240,512 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $240,512 | TotalTaxAmt |
| Distributable Before Adj | $5,800,446 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,800,446 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,800,446 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,388,053 | 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 | $14,388,053 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,800,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,019,125 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,290,330 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,790,886 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,426,696 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,181,099 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,708,136 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,388,053 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,800,446 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,587,607 | RemainingDistriFromCorpusAmt |
| Total Corpus | $32,295,743 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,019,125 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,276,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,290,330 | ExcessFromYear4Amt |
| Excess From Year3 | $3,790,886 | ExcessFromYear3Amt |
| Excess From Year2 | $5,426,696 | ExcessFromYear2Amt |
| Excess From Year1 | $8,181,099 | ExcessFromYear1Amt |
| Excess From Current Year | $8,587,607 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NAN VAN ANDEL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CRU | |||||||
| PO Box 628222 | Orlando | FL | 32832 | NONE | PC | GENERAL OPERATING | $1,942,547 |
| WORLD MISSIONARY PRESS | |||||||
| PO BOX 120 | NEW PARIS | IN | 46553 | NONE | PC | GENERAL OPERATING | $500,000 |
| GLOBAL AID INC | |||||||
| PO Box 1 | Woodstock | GA | 30188 | NONE | PC | GENERAL OPERATING | $1,174,000 |
| ONE MISSION | |||||||
| 941 Fry Road PO Box A | Greenwood | IN | 46142 | NONE | PC | GENERAL OPERATING | $513,375 |
| 3XM | |||||||
| 211 BAY BREEZE LANE | HOLLAND | MI | 49424 | NONE | PC | GENERAL OPERATING | $723,178 |
| BIBLE LEAGUE | |||||||
| ONE BIBLE LEAGUE PLAZA | CRETE | IL | 60417 | NONE | PC | GENERAL OPERATING | $1,317,983 |
| CROSSROADS PRISON MINISTRIES | |||||||
| 2480 44th Street SE | GRAND RAPIDS | MI | 49512 | NONE | PC | GENERAL OPERATING | $750,000 |
| MERCY INC | |||||||
| 4079 Millstream Road | Greenwood | IN | 46143 | NONE | PC | GENERAL OPERATING | $1,696,522 |
| LUKE SOCIETY | |||||||
| 3409 S GATEWAY BLVD SUITE 1000 | SIOUX FALLS | SD | 57106 | NONE | PC | GENERAL OPERATING | $427,000 |
| BIBLICA | |||||||
| 2 Stratton Forest Way | Simsbury | CT | 06070 | NONE | PC | GENERAL OPERATING | $1,263,013 |
| FRONTLINES INTERNATIONAL OPERATIONS INC | |||||||
| 18489 US Hwy 41 N | LUTZ | FL | 33548 | NONE | PC | GENERAL OPERATING | $1,542,850 |
| OPEN DOORS INTERNATIONAL USA | |||||||
| 3419 E Chapman Ave 353 | Orange | CA | 92869 | NONE | PC | GENERAL OPERATING | $1,800,292 |
| ALPHA USA | |||||||
| PO Box 7491 | Carol Stream | IL | 60197 | NONE | PC | GENERAL OPERATING | $700,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,350,760 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,447 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,265,262 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,944,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $352,693 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,619,711 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,619,711 | 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 | NAN E VAN ANDEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 ADA DR SUITE 301 | AddressLine1Txt |
| City | ADA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,089,111 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SHARES OF PUBLICLY TRADED SECURITIES - SEE ATTACHED | NoncashPropertyDesc |
| Fair Market Value | $17,089,111 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES - BDO | CategoryTxt |
| Amt | $25,299 | Amt |
| Net Investment Income | $12,649 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,650 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITIES | ||
| (SEE ATTACHED) | $62,719,005 | $74,755,109 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS (SEE ATTACHED) | AT COST | $20,856,720 | $18,851,766 |
| ALTERNATIVE INVESTMENTS | |||
| (SEE ATTACHED) | AT COST | $23,575,516 | $30,747,636 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS DIFF ON CONTRIBUTED SECURITIES | Desc |
| Amt | $12,634,589 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| SERVICE FEES | $24,473 | $24,473 |
| POSTAGE | $73 | $73 |
| MEALS AND ENTERTAINMENT | $97 | $97 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME/LOSS | $352,693 | $12 |
| Schedule K-1: Fortress Lending Fund III | $199,650 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $251,366 | Amt |
| Net Investment Income | $251,366 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $460,000 | |
| FOREIGN TAXES | $83,669 |