JOHN E FETZER INSTITUTE INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOHN E FETZER INSTITUTE INC (EIN 38-6052788)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-12
- IRS object ID
- 201640439349100114
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-12T15:41:46-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386052788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John E Fetzer Institute Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRADLEY S MILLER | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2693752000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 West KL Avenue | AddressLine1Txt |
| City | Kalamazoo | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490095316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN M CAVANAUGH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2693752000 | PhoneNum |
| Signature | 2016-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB COOK | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Preparation | 2016-01-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $532,624,243 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,803,433 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,901,364 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,901,364 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,901,364 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,300,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $309,713,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,300,648 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,574,277 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $10,901 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,413 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $10,901 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $29,016,346 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,211,425 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,486,542 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,660,534 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $231,020 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $231,020 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,429,513 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,417,534 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,417,534 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,252,343 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $34,340 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $34,340 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,218,101 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $82,635 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $89,624 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,954 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $35,954 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,779,925 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,073,745 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,073,745 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $729,335 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $295,638 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $833,501 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $585,562 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $598,354 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $343,743 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $18,868 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $18,868 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $345,081 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $32,588 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $34,372 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,713,806 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,104 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,104 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,605,732 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,033,763 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,361,077 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,361,077 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,503,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $970,516 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $982,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,004,279 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,361,077 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,361,077 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,485,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,012,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,850,348 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,125,465 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $257,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $1,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $363,657 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $328,185 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $328,185 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $415,229,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $410,218,391 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $410,218,391 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $55,585,866 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $61,376,542 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $61,376,542 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $47,841,243 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,978,458 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,978,458 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,772,182 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,642,617 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,381,820 | LandBOYAmt |
| Land EOY | $11,129,565 | LandEOYAmt |
| Land EOYFMV | $11,129,565 | LandEOYFMVAmt |
| Other Assets BOY | $3,140,145 | OtherAssetsBOYAmt |
| Other Assets EOY | $593,102 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $593,102 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $532,800,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $532,624,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $532,624,243 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,364,324 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,190,042 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $6,220,392 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,093,837 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,584,716 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,283,879 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $524,215,322 | UnrestrictedBOYAmt |
| Unrestricted EOY | $524,340,364 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $524,215,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $524,340,364 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $532,800,038 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $532,624,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $524,215,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,012,067 | ExcessRevenueOverExpensesAmt |
| Subtotal | $535,227,389 | SubtotalAmt |
| Other Decreases | $10,887,025 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $524,340,364 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORTHERN TRUST - LONG TERM | P | 2015-06-30 | $169,020,789 | $150,294,418 | $18,726,371 | $18,726,371 |
| NORTHERN TRUST - SHORT TERM | P | 2015-06-30 | $140,693,179 | $138,118,902 | $2,574,277 | $2,574,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,300,648 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,574,277 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,721,089 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $480,347,340 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036892 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,977,537 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $424,295,875 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058868 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,056,655 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $397,892,328 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050407 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,758,754 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $404,943,728 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053733 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,834,218 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $371,923,262 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056018 | DistributionYr5Rt |
| Total Distribution | 0.255918 | TotalDistributionRt |
| Average Distribution | 0.051184 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $509,720,813 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,089,550 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $248,503 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,338,053 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,837,566 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $497,007 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $497,007 | SubtotalAmt |
| Tax Based On Investment Income | $497,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $311,300 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $220,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $531,300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $34,293 | OverpaymentAmt |
| Applied To ES Tax | $34,293 | 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 | Yes (true) | 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 | WWW.FETZER.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY S MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2693752000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 WEST KL AVENUE | AddressLine1Txt |
| City | Kalamazoo | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490095316 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT F LEHMAN | ||||||||
| 4040 GREENLEAF CIRCLE | Kalamazoo | MI | 49008 | PRES EMERITUS, CHAIR & TRUSTEE | 40.0 | $287,881 | $28,788 | $20,638 |
| JANIS A CLAFLIN | ||||||||
| 2508 TIMBERLINE | AUSTIN | TX | 78746 | VICE CHAIRMAN & TRUSTEE | 8.0 | $35,100 | $0 | $0 |
| BRUCE F FETZER | ||||||||
| 2285 CRIMORA | SCHOOLCRAFT | MI | 49087 | TREASURER & TRUSTEE | 8.0 | $35,100 | $0 | $0 |
| FRANCES E VAUGHAN | ||||||||
| 4615 PARADISE DRIVE | TIBURON | CA | 94920 | TRUSTEE | 8.0 | $70,200 | $0 | $0 |
| CAROLYN T BROWN | ||||||||
| 1225 EDGEVALE RD | SILVER SPRING | MD | 20910 | TRUSTEE | 8.0 | $70,200 | $0 | $0 |
| BRUCE M CARLSON | ||||||||
| 1345 WATERFORD DRIVE | GOLDEN VALLEY | MN | 55422 | TRUSTEE | 8.0 | $70,200 | $0 | $0 |
| LYNNE TWIST | ||||||||
| 3 FIFTH AVENUE | SAN FRANCISCO | CA | 94118 | TRUSTEE | 8.0 | $70,200 | $0 | $0 |
| KATHLEEN M CAVANAUGH | ||||||||
| 2333 WAITE | KALAMAZOO | MI | 49008 | PLANNING OFFICER/SECRETARY | 40.0 | $135,513 | $13,551 | $11,698 |
| CHRISTINA M ADAMS | ||||||||
| 8544 SIERRA MADRE | KALAMAZOO | MI | 49009 | ASSISTANT TREASURER | 40.0 | $230,998 | $23,100 | $26,184 |
| TIMOTHY J JONES | ||||||||
| 10020 WEST L AVE | KALAMAZOO | MI | 49009 | VICE PRESIDENT OPERATIONS | 40.0 | $174,839 | $17,484 | $21,377 |
| ROBERT BOISTURE | ||||||||
| 2714 CLOVELLY | KALAMAZOO | MI | 49008 | PRESIDENT & TRUSTEE | 40.0 | $480,303 | $26,672 | $89,118 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DEBORAH HIGGINS | ||||||||
| 3110 AUDUBON DRIVE | KALAMAZOO | MI | 490081605 | DIRECTOR OF PROGRAMS | 40.0 | $131,904 | $13,190 | $19,598 |
| BRAD MILLER | ||||||||
| 46141 MEADOW LANE | LAWRENCE | MI | 49064 | CONTROLLER | 40.0 | $112,197 | $11,220 | $24,429 |
| JULIE GANT | ||||||||
| 1505 HIGHGATE RD | KALAMAZOO | MI | 490061909 | DIR IS & SERVICES | 40.0 | $103,992 | $10,399 | $11,238 |
| GILLIAN GONDA | ||||||||
| 3215 LITES END CT | PORTAGE | MI | 490242382 | PROGRAM OFFICER | 40.0 | $100,684 | $10,068 | $24,256 |
| KURIAN THOMAS | ||||||||
| 7608 HAFLINGER CIR | KALAMAZOO | MI | 490093921 | PROGRAM OFFICER | 40.0 | $98,227 | $9,823 | $25,229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 25 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KRISTA TIPPETT PUBLIC PRODUCTIONS | |||||
| 1619 HENNEPIN AVENUE SOUTH | MINNEAPOLIS | MN | 55403 | PROGRAM CONSULTING | $450,000 |
| NORTHERN TRUST COMPANY | |||||
| PO BOX 75599 | CHICAGO | IL | 60675 | INVEST. MANAGEMENT | $277,184 |
| REDROCK INFORMATION SECURITY | |||||
| 401 HALL STREET SW STE 408 | GRAND RAPIDS | MI | 49503 | IT Consultants | $264,203 |
| CAMBRIDGE ASSOCIATES | |||||
| PO BOX 83232 | CHICAGO | IL | 60691 | INVEST. MANAGEMENT | $213,272 |
| UNIVERSITY OF WASHINGTON - SEATTLE | |||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | PROGRAM CONSULTING | $175,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 24 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ON BEING SEE FOOTNOTE #1 | Description1Txt |
| Expenses1 | $734,835 | Expenses1Amt |
| Description2 | GLOBAL SPIRIT COLLABORATION SEE FOOTNOTE #2 | Description2Txt |
| Expenses2 | $189,635 | Expenses2Amt |
| Description3 | NEUROPHYSIOLOGIC CHANGES OF PARTICIPANTS IN AN IGNATION 30-DAY RETREAT EXPERIENCE SEE FOOTNOTE #3 | Description3Txt |
| Expenses3 | $170,000 | Expenses3Amt |
| Description4 | LOVE AND ENGINEERING: A CALL TO ACTION FOR YOUNG ENGINEERS AND SCIENTISTS SEE FOOTNOTE #4 | Description4Txt |
| Expenses4 | $140,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $327,772,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $189,502,393 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $517,483,059 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $517,483,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,762,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $509,720,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,486,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,485,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $351,956 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $15,837,566 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $15,837,566 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1995-03-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,125,465 | CurrentYearAmt |
| Year1 | $7,673,478 | Year1Amt |
| Year2 | $5,812,014 | Year2Amt |
| Year3 | $3,635,510 | Year3Amt |
| Total | $23,246,467 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,206,645 | CurrentYearAmt |
| Year1 | $6,522,456 | Year1Amt |
| Year2 | $4,940,212 | Year2Amt |
| Year3 | $3,090,184 | Year3Amt |
| Total | $19,759,497 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,837,566 | CurrentYearAmt |
| Year1 | $17,721,089 | Year1Amt |
| Year2 | $25,105,005 | Year2Amt |
| Year3 | $20,132,132 | Year3Amt |
| Total | $78,795,792 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $970,516 | CurrentYearAmt |
| Year1 | $995,387 | Year1Amt |
| Year2 | $1,029,621 | Year2Amt |
| Year3 | $1,658,062 | Year3Amt |
| Total | $4,653,586 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,867,050 | CurrentYearAmt |
| Year1 | $16,725,702 | Year1Amt |
| Year2 | $24,075,384 | Year2Amt |
| Year3 | $18,474,070 | Year3Amt |
| Total | $74,142,206 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $532,624,243 | CurrentYearAmt |
| Year1 | $532,800,038 | Year1Amt |
| Year2 | $462,945,654 | Year2Amt |
| Year3 | $419,435,133 | Year3Amt |
| Total | $1,947,805,068 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,990,694 | CurrentYearAmt |
| Year1 | $16,011,578 | Year1Amt |
| Year2 | $14,143,196 | Year2Amt |
| Year3 | $13,263,077 | Year3Amt |
| Total | $60,408,545 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A NETWORK FOR GRATEFUL LIVING INC | |||||||||||
| PO BOX 6748 | ITHACA | NY | 148516748 | NONE | PC | INSTITUTIONAL SUPPORT | $10,000 | ||||
| CENTER FOR COURAGE AND RENEWAL | |||||||||||
| 1042 3RD AVENUE SUITE 925 | SEATTLE | WA | 981012118 | NONE | PC | INSTITUTIONAL SUPPORT | $5,000 | ||||
| CENTERPOINT CHURCH | |||||||||||
| 2345 NORTH 10TH STREET | KALAMAZOO | MI | 490099185 | NONE | PC | INSTITUTIONAL SUPPORT | $9,700 | ||||
| CHRISTIAN CHURCH DISCIPLES OF CHRIST | |||||||||||
| 2208 WINCHELL AVENUE | KALAMAZOO | MI | 490082238 | NONE | PC | INSTITUTIONAL SUPPORT | $7,400 | ||||
| CULTURE IS NOT OPTIONAL | |||||||||||
| PO BOX 1 | THREE RIVERS | MI | 49093 | NONE | PC | INSTITUTIONAL SUPPORT | $6,438 | ||||
| EMPACT AFRICA | |||||||||||
| PO BOX 164333 | AUSTIN | TX | 78716 | NONE | PC | INSTITUTIONAL SUPPORT | $5,000 | ||||
| ERANOS FOUNDATION | |||||||||||
| NONE | PC | INSTITUTIONAL SUPPORT | $100,000 | VIA BARAGGIE 3 | ASCONA | SZ | CH-6612 | ||||
| GLOBAL PEACE INIT OF WOMEN RELIGIOUSSPIR LEADERS | |||||||||||
| 301 EAST 57TH STREET 4TH FLOOR | NEW YORK | NY | 100225917 | NONE | PC | INSTITUTIONAL SUPPORT | $10,000 | ||||
| GOING TO SCHOOL USA INC | |||||||||||
| 501 EAST 87TH STREET | NEW YORK | NY | 10028 | NONE | PC | INSTITUTIONAL SUPPORT | $25,000 | ||||
| HARLEM CHILDREN'S ZONE INC | |||||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | NONE | PC | INSTITUTIONAL SUPPORT | $10,000 | ||||
| INSTITUTE FOR THE STUDY OF GLOBAL ANTI SEMITISM | |||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | INSTITUTIONAL SUPPORT | $10,000 | ||||
| JAMPOLSKY OUTREACH FOUNDATION | |||||||||||
| 1 GATE 6 ROAD SUITE E | SAUSALITO | CA | 949653100 | NONE | PC | CONFERENCES, SEMINARS & MEETINGS | $10,000 | ||||
| KALAMAZOO COMMUNITY FOUNDATION | |||||||||||
| 402 EAST MICHIGAN AVENUE | KALAMAZOO | MI | 490073888 | NONE | PC | COMMUNITY GIVING | $322,024 | ||||
| KALAMAZOO GOSPEL MISSION | |||||||||||
| 448 NORTH BURDICK STREET | KALAMAZOO | MI | 490073644 | NONE | PC | INSTITUTIONAL SUPPORT | $16,693 | ||||
| LAKE OF THE ISLES LUTHERAN CHURCH | |||||||||||
| 2020 WEST LAKE OF THE ISLES PARKWAY | MINNEAPOLIS | MN | 554052438 | NONE | PC | INSTITUTIONAL SUPPORT | $12,407 | ||||
| L'ARCHE USA | |||||||||||
| 1130 SOUTH WEST MORRISON STREET SU | PORTLAND | OR | 97205 | NONE | PC | INSTITUTIONAL SUPPORT | $5,000 | ||||
| MILLERSVILLE UNIVERSITY | |||||||||||
| PO BOX 1002 | MILLERSVILLE | PA | 175510302 | NONE | PC | INSTITUTIONAL SUPPORT | $10,000 | ||||
| MISSOULA COMMUNITY FOUNDATION | |||||||||||
| PO BOX 1968 | MISSOULA | MT | 59806 | NONE | PC | INSTITUTIONAL SUPPORT | $25,000 | ||||
| MT ZION BAPTIST CHURCH | |||||||||||
| 120 ROBERSON | KALAMAZOO | MI | 490073357 | NONE | PC | INSTITUTIONAL SUPPORT | $30,000 | ||||
| ON COMMON GROUND | |||||||||||
| 1020 PORTAGE AVENUE | THREE RIVERS | MI | 49093 | NONE | PC | INSTITUTIONAL SUPPORT | $6,000 | ||||
| PACHAMAMA ALLIANCE | |||||||||||
| PRESIDIO BLDG 1009 | SAN FRANCISCO | CA | 941299191 | NONE | PC | INSTITUTIONAL SUPPORT | $30,000 | ||||
| PRESBYTERIAN CHURCH USA | |||||||||||
| 100 WITHERSPOON STREET | LOUISVILLE | KY | 40202 | NONE | PC | INSTITUTIONAL SUPPORT | $5,000 | ||||
| SCHWAB CHARITABLE FUND | |||||||||||
| 211 MAIN STREET FLOOR 10 | SAN FRANCISCO | CA | 94105 | NONE | PC | INSTITUTIONAL SUPPORT | $18,422 | ||||
| SEARCH FOR COMMON GROUND | |||||||||||
| 1601 CONNECTICUT AVENUE NW SUITE 2 | WASHINGTON | DC | 200091035 | NONE | PC | INSTITUTIONAL SUPPORT | $10,000 | ||||
| ST AUGUSTINE CATHEDRAL | |||||||||||
| 542 WEST MICHIGAN | KALAMAZOO | MI | 49007 | NONE | PC | INSTITUTIONAL SUPPORT | $6,760 | ||||
| ST THOMAS MORE CATHOLIC STUDENT PARISH | |||||||||||
| 421 MONROE STREET | KALAMAZOO | MI | 490064437 | NONE | PC | INSTITUTIONAL SUPPORT | $11,100 | ||||
| UNION CONGREGATIONAL CHURCH | |||||||||||
| 401 LAKE AVENUE | HACKENSACK | MN | 56452 | NONE | PC | INSTITUTIONAL SUPPORT | $13,500 | ||||
| UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGIO | |||||||||||
| 709 SOUTH WESTNEDGE AVENUE | KALAMAZOO | MI | 490075099 | NONE | PC | INSTITUTIONAL SUPPORT | $26,833 | ||||
| UNIVERSITY OF SOUTHERN MAINE STUDENT SENATE | |||||||||||
| 96 FALMOUTH STREET | PORTLAND | ME | 04103 | NONE | PC | INSTITUTIONAL SUPPORT | $5,000 | ||||
| WASHINGTON MASTER CHORALE | |||||||||||
| 721 8TH STREET SE | WASHINGTON | DC | 20003 | NONE | PC | INSTITUTIONAL SUPPORT | $15,000 | ||||
| WESTERN MICHIGAN UNIVERSITY | |||||||||||
| 1903 WEST MICHIGAN | KALAMAZOO | MI | 490085403 | NONE | PC | INSTITUTIONAL SUPPORT | $13,246 | ||||
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||||||
| 1903 WEST MICHIGAN | KALAMAZOO | MI | 490085200 | NONE | PC | INSTITUTIONAL SUPPORT | $37,470 | ||||
| WOMEN'S LEARNING PARTNERSHIP | |||||||||||
| 4343 MONTGOMERY AVENUE SUITE 201 | BETHESDA | MD | 20814 | NONE | PC | INSTITUTIONAL SUPPORT | $24,000 | ||||
| MISCELLANEOUS | |||||||||||
| AVAILABLE UPON REQUEST | KALAMAZOO | MI | 49009 | NONE | PC | VARIOUS | $130,017 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $982,010 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISCELLANEOUS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AVAILABLE UPON REQUEST | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,901,364 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,300,648 | 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 (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALTIES | 15 | $1,413 |
| SALES OF VIDEOS | 01 | $8,000 |
| OTHER MISCELLANEOUS | 01 | $1,488 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,212,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,212,913 | 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 | JOHN E FETZER MEMORIAL TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 117 | AddressLine1Txt |
| City | VICKSBURG | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,800,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX SERVICES | CategoryTxt |
| Amt | $35,954 | Amt |
| Disbursements Charitable Prps | $35,954 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Form 990-PF, Footnote #1 | Form 990-PF, Footnote #1 | ON BEING - This project is a collaborative effort to develop a research team and approach to develop a deeper understanding of the forces shaping individual and community spirituality and sense of the sacred. |
| Form 990-PF, Footnote #2 | Form 990-PF, Footnote #2 | GLOBAL SPIRIT COLLABORATION - This project sponsors four programs in the Global Spirit television series to amplify work in the world that is closely aligned with that of the Institute. The Institute will also learn about how people experience and describe their sense of the sacred; and how communities of freedom and an emerging cultural narrative might serve to deepen a sense of the sacred. |
| Form 990-PF, Footnote #3 | Form 990-PF, Footnote #3 | NEUROPHYSIOLOGIC CHANGES OF PARTICIPANTS IN AN IGNATION 30-DAY RETREAT EXPERIENCE - This project will support a research study examining the interface of basic physiological changes in the brain with the emotional, cognitive and spiritual effects associated with a prolonged spiritual practice. The project will assess participants in a Jesuit Ignatian 30-day retreat. The purpose of the unique contemplative retreat is to create an entirely new understanding of the individual's spiritual life. The investigative team will focus on changes in neurotransmitter systems, dopamine transporter activity and serotonin transporter activity, in addition to subjective measures associated with positive transformation. They will examine longitudinal changes of the participants and correlations with the changes due to the spiritual activity. The investigative team will assess 20 participants prior to the 30-day retreat and just after the retreat. |
| FORM 990-PF, FOOTNOTE #4 | FORM 990-PF, FOOTNOTE #4 | LOVE AND ENGINEERING: A CALL TO ACTION FOR YOUNG ENGINEERS AND SCIENTISTS - This project will reach out to Engineering professions through activities that appeal to a cross-section of engineers and engineers-in- training, looking at what motivates them and how love and forgiveness manifest in the different domains of engineering. This will be done thru workshops with the Institute of Electrical and Electronic Engineers and Participartory Design Conference, as well as publications and video documentary. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST GOVT BONDS | $36,272,584 | $36,272,584 |
| NORTHERN TRUST CORPORATE BONDS | $25,103,958 | $25,103,958 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $222,375,103 | $222,375,103 |
| VENTURE CAPITAL/PARTNERSHIPS | $145,186,809 | $145,186,809 |
| HEDGE FUNDS | $42,656,479 | $42,656,479 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SHORT TERM INV - NORTHERN | $13,414,110 | $13,414,110 |
| REAL ESTATE PARTNERSHIPS | $34,564,348 | $34,564,348 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $82,635 | LegalFeesAmt |
| Disbursements Charitable Prps | $89,624 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INVESTMENT INCOME | Desc |
| BOY Book Value | $315,145 | BOYBookValueAmt |
| EOY Book Value | $593,102 | EOYBookValueAmt |
| EOYFMV | $593,102 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED SECURITY GAIN/LOSS | $10,309,757 |
| JFI HOLDING, INC. NET ASSETS ADJUSTMENT | $577,268 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $266,294 | $265,717 | ||
| TELEPHONE & COMPUTER SERVICES | $444,300 | $452,461 | ||
| POSTAGE | $19,553 | $20,605 | $274 | $274 |
| EQUIPMENT MAINTENANCE | $213,961 | $202,696 | ||
| MEMBERSHIPS | $100,921 | $100,896 | ||
| LIBRARY | $47,500 | $45,978 | $2,830 | $2,830 |
| TRAINING/EMPLOYEE DEVELOPMENT | $90,412 | $91,958 | ||
| CAFETERIA (NET) | $112,409 | $113,932 | ||
| INSURANCE/PROPERTY TAXES | $204,956 | $204,956 | ||
| PUBLIC RELATIONS | $34,957 | $34,957 | ||
| CONTRACTED RESEARCH SERVICES | $4,161,788 | $4,054,821 | ||
| MISCELLANEOUS | $16,755 | $16,755 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $1,413 | $1,413 | $1,413 |
| SALES OF VIDEOS | $8,000 | $8,000 | $8,000 |
| OTHER MISCELLANEOUS | $1,488 | $1,488 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| POST RETIREMENT HEALTH BENEFIT | $3,355,392 | $3,433,837 |
| DEFERRED EXCISE TAX | $2,865,000 | $2,660,000 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVERT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $1,030,000 | LoanOriginalAmt |
| Balance Due | $1,000,000 | BalanceDueAmt |
| Loan Maturity | 2014-10 | LoanMaturityDt |
| Repayment Terms | BALLOON PAYMENT | RepaymentTermsTxt |
| Interest | 1.0 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | PROVIDE LOW INTEREST LOANS TO NON-PROFIT ORG. | LoanPurposeTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT & CUSTODIAL | $1,157,806 | $1,070,970 | $1,070,970 | $86,836 |
| CONSULTANTS | $622,119 | $2,775 | $2,775 | $642,499 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $295,638 | Amt |