2016-02-12T15:41:46-06:00 2015-06-30 BDO USA LLP 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990PF 2014-07-01 386052788 John E Fetzer Institute Inc % BRADLEY S MILLER JOHN 2693752000 9292 West KL Avenue Kalamazoo MI 490095316 KATHLEEN M CAVANAUGH SECRETARY 2693752000 2016-01-30 true JACOB COOK P01240455 6167747000 2016-01-30 2014 2016-08-17 19:52:53Z X 532624243 X 2803433 4901364 4901364 4901364 21300648 309713968 21300648 2574277 10901 9413 10901 29016346 26211425 7486542 1660534 231020 231020 1429513 3417534 3417534 2252343 34340 34340 2218101 82635 0 0 89624 35954 0 0 35954 1779925 1073745 1073745 729335 295638 833501 585562 598354 343743 18868 18868 345081 32588 34372 5713806 3104 3104 5605732 17033763 1361077 1361077 14503600 970516 982010 18004279 1361077 1361077 15485610 11012067 24850348 6125465 257608 0 0 0 1000000 1000000 1000000 1000000 363657 328185 328185 415229699 410218391 410218391 55585866 61376542 61376542 47841243 47978458 47978458 27772182 16642617 9381820 11129565 11129565 3140145 593102 593102 532800038 532624243 532624243 2364324 2190042 6220392 6093837 8584716 8283879 X 524215322 524340364 0 524215322 524340364 532800038 532624243 524215322 11012067 535227389 10887025 524340364 NORTHERN TRUST - LONG TERM P 2015-06-30 169020789 150294418 18726371 18726371 NORTHERN TRUST - SHORT TERM P 2015-06-30 140693179 138118902 2574277 2574277 21300648 2574277 false 17721089 480347340 0.036892 24977537 424295875 0.058868 20056655 397892328 0.050407 21758754 404943728 0.053733 20834218 371923262 0.056018 0.255918 0.051184 509720813 26089550 248503 26338053 15837566 497007 497007 497007 311300 220000 531300 34293 34293 false false false false false true true false true true MI true true false false false true WWW.FETZER.ORG BRADLEY S MILLER 2693752000 9292 WEST KL AVENUE Kalamazoo MI 490095316 false false false false true false false false false false false false false false false false false false false false false false ROBERT F LEHMAN 4040 GREENLEAF CIRCLE Kalamazoo MI 49008 PRES EMERITUS, CHAIR & TRUSTEE 40.0 287881 28788 20638 JANIS A CLAFLIN 2508 TIMBERLINE AUSTIN TX 78746 VICE CHAIRMAN & TRUSTEE 8.0 35100 0 0 BRUCE F FETZER 2285 CRIMORA SCHOOLCRAFT MI 49087 TREASURER & TRUSTEE 8.0 35100 0 0 FRANCES E VAUGHAN 4615 PARADISE DRIVE TIBURON CA 94920 TRUSTEE 8.0 70200 0 0 CAROLYN T BROWN 1225 EDGEVALE RD SILVER SPRING MD 20910 TRUSTEE 8.0 70200 0 0 BRUCE M CARLSON 1345 WATERFORD DRIVE GOLDEN VALLEY MN 55422 TRUSTEE 8.0 70200 0 0 LYNNE TWIST 3 FIFTH AVENUE SAN FRANCISCO CA 94118 TRUSTEE 8.0 70200 0 0 KATHLEEN M CAVANAUGH 2333 WAITE KALAMAZOO MI 49008 PLANNING OFFICER/SECRETARY 40.0 135513 13551 11698 CHRISTINA M ADAMS 8544 SIERRA MADRE KALAMAZOO MI 49009 ASSISTANT TREASURER 40.0 230998 23100 26184 TIMOTHY J JONES 10020 WEST L AVE KALAMAZOO MI 49009 VICE PRESIDENT OPERATIONS 40.0 174839 17484 21377 ROBERT BOISTURE 2714 CLOVELLY KALAMAZOO MI 49008 PRESIDENT & TRUSTEE 40.0 480303 26672 89118 DEBORAH HIGGINS 3110 AUDUBON DRIVE KALAMAZOO MI 490081605 DIRECTOR OF PROGRAMS 40.0 131904 13190 19598 BRAD MILLER 46141 MEADOW LANE LAWRENCE MI 49064 CONTROLLER 40.0 112197 11220 24429 JULIE GANT 1505 HIGHGATE RD KALAMAZOO MI 490061909 DIR IS & SERVICES 40.0 103992 10399 11238 GILLIAN GONDA 3215 LITES END CT PORTAGE MI 490242382 PROGRAM OFFICER 40.0 100684 10068 24256 KURIAN THOMAS 7608 HAFLINGER CIR KALAMAZOO MI 490093921 PROGRAM OFFICER 40.0 98227 9823 25229 25 KRISTA TIPPETT PUBLIC PRODUCTIONS 1619 HENNEPIN AVENUE SOUTH MINNEAPOLIS MN 55403 PROGRAM CONSULTING 450000 NORTHERN TRUST COMPANY PO BOX 75599 CHICAGO IL 60675 INVEST. MANAGEMENT 277184 REDROCK INFORMATION SECURITY 401 HALL STREET SW STE 408 GRAND RAPIDS MI 49503 IT Consultants 264203 CAMBRIDGE ASSOCIATES PO BOX 83232 CHICAGO IL 60691 INVEST. MANAGEMENT 213272 UNIVERSITY OF WASHINGTON - SEATTLE 4333 BROOKLYN AVE NE SEATTLE WA 98195 PROGRAM CONSULTING 175885 24 ON BEING SEE FOOTNOTE #1 734835 GLOBAL SPIRIT COLLABORATION SEE FOOTNOTE #2 189635 NEUROPHYSIOLOGIC CHANGES OF PARTICIPANTS IN AN IGNATION 30-DAY RETREAT EXPERIENCE SEE FOOTNOTE #3 170000 LOVE AND ENGINEERING: A CALL TO ACTION FOR YOUNG ENGINEERS AND SCIENTISTS SEE FOOTNOTE #4 140000 NONE 327772472 208194 189502393 517483059 0 517483059 7762246 509720813 25486041 X 15485610 0 351956 0 0 15837566 15837566 1995-03-09 X 6125465 7673478 5812014 3635510 23246467 5206645 6522456 4940212 3090184 19759497 15837566 17721089 25105005 20132132 78795792 970516 995387 1029621 1658062 4653586 14867050 16725702 24075384 18474070 74142206 532624243 532800038 462945654 419435133 1947805068 0 16990694 16011578 14143196 13263077 60408545 0 0 0 0 NONE NONE X A NETWORK FOR GRATEFUL LIVING INC PO BOX 6748 ITHACA NY 148516748 NONE PC INSTITUTIONAL SUPPORT 10000 CENTER FOR COURAGE AND RENEWAL 1042 3RD AVENUE SUITE 925 SEATTLE WA 981012118 NONE PC INSTITUTIONAL SUPPORT 5000 CENTERPOINT CHURCH 2345 NORTH 10TH STREET KALAMAZOO MI 490099185 NONE PC INSTITUTIONAL SUPPORT 9700 CHRISTIAN CHURCH DISCIPLES OF CHRIST 2208 WINCHELL AVENUE KALAMAZOO MI 490082238 NONE PC INSTITUTIONAL SUPPORT 7400 CULTURE IS NOT OPTIONAL PO BOX 1 THREE RIVERS MI 49093 NONE PC INSTITUTIONAL SUPPORT 6438 EMPACT AFRICA PO BOX 164333 AUSTIN TX 78716 NONE PC INSTITUTIONAL SUPPORT 5000 ERANOS FOUNDATION VIA BARAGGIE 3 ASCONA SZ CH-6612 NONE PC INSTITUTIONAL SUPPORT 100000 GLOBAL PEACE INIT OF WOMEN RELIGIOUSSPIR LEADERS 301 EAST 57TH STREET 4TH FLOOR NEW YORK NY 100225917 NONE PC INSTITUTIONAL SUPPORT 10000 GOING TO SCHOOL USA INC 501 EAST 87TH STREET NEW YORK NY 10028 NONE PC INSTITUTIONAL SUPPORT 25000 HARLEM CHILDREN'S ZONE INC 35 EAST 125TH STREET NEW YORK NY 10035 NONE PC INSTITUTIONAL SUPPORT 10000 INSTITUTE FOR THE STUDY OF GLOBAL ANTI SEMITISM 165 EAST 56TH STREET NEW YORK NY 10022 NONE PC INSTITUTIONAL SUPPORT 10000 JAMPOLSKY OUTREACH FOUNDATION 1 GATE 6 ROAD SUITE E SAUSALITO CA 949653100 NONE PC CONFERENCES, SEMINARS & MEETINGS 10000 KALAMAZOO COMMUNITY FOUNDATION 402 EAST MICHIGAN AVENUE KALAMAZOO MI 490073888 NONE PC COMMUNITY GIVING 322024 KALAMAZOO GOSPEL MISSION 448 NORTH BURDICK STREET KALAMAZOO MI 490073644 NONE PC INSTITUTIONAL SUPPORT 16693 LAKE OF THE ISLES LUTHERAN CHURCH 2020 WEST LAKE OF THE ISLES PARKWAY MINNEAPOLIS MN 554052438 NONE PC INSTITUTIONAL SUPPORT 12407 L'ARCHE USA 1130 SOUTH WEST MORRISON STREET SU PORTLAND OR 97205 NONE PC INSTITUTIONAL SUPPORT 5000 MILLERSVILLE UNIVERSITY PO BOX 1002 MILLERSVILLE PA 175510302 NONE PC INSTITUTIONAL SUPPORT 10000 MISSOULA COMMUNITY FOUNDATION PO BOX 1968 MISSOULA MT 59806 NONE PC INSTITUTIONAL SUPPORT 25000 MT ZION BAPTIST CHURCH 120 ROBERSON KALAMAZOO MI 490073357 NONE PC INSTITUTIONAL SUPPORT 30000 ON COMMON GROUND 1020 PORTAGE AVENUE THREE RIVERS MI 49093 NONE PC INSTITUTIONAL SUPPORT 6000 PACHAMAMA ALLIANCE PRESIDIO BLDG 1009 SAN FRANCISCO CA 941299191 NONE PC INSTITUTIONAL SUPPORT 30000 PRESBYTERIAN CHURCH USA 100 WITHERSPOON STREET LOUISVILLE KY 40202 NONE PC INSTITUTIONAL SUPPORT 5000 SCHWAB CHARITABLE FUND 211 MAIN STREET FLOOR 10 SAN FRANCISCO CA 94105 NONE PC INSTITUTIONAL SUPPORT 18422 SEARCH FOR COMMON GROUND 1601 CONNECTICUT AVENUE NW SUITE 2 WASHINGTON DC 200091035 NONE PC INSTITUTIONAL SUPPORT 10000 ST AUGUSTINE CATHEDRAL 542 WEST MICHIGAN KALAMAZOO MI 49007 NONE PC INSTITUTIONAL SUPPORT 6760 ST THOMAS MORE CATHOLIC STUDENT PARISH 421 MONROE STREET KALAMAZOO MI 490064437 NONE PC INSTITUTIONAL SUPPORT 11100 UNION CONGREGATIONAL CHURCH 401 LAKE AVENUE HACKENSACK MN 56452 NONE PC INSTITUTIONAL SUPPORT 13500 UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGIO 709 SOUTH WESTNEDGE AVENUE KALAMAZOO MI 490075099 NONE PC INSTITUTIONAL SUPPORT 26833 UNIVERSITY OF SOUTHERN MAINE STUDENT SENATE 96 FALMOUTH STREET PORTLAND ME 04103 NONE PC INSTITUTIONAL SUPPORT 5000 WASHINGTON MASTER CHORALE 721 8TH STREET SE WASHINGTON DC 20003 NONE PC INSTITUTIONAL SUPPORT 15000 WESTERN MICHIGAN UNIVERSITY 1903 WEST MICHIGAN KALAMAZOO MI 490085403 NONE PC INSTITUTIONAL SUPPORT 13246 WESTERN MICHIGAN UNIVERSITY FOUNDATION 1903 WEST MICHIGAN KALAMAZOO MI 490085200 NONE PC INSTITUTIONAL SUPPORT 37470 WOMEN'S LEARNING PARTNERSHIP 4343 MONTGOMERY AVENUE SUITE 201 BETHESDA MD 20814 NONE PC INSTITUTIONAL SUPPORT 24000 MISCELLANEOUS AVAILABLE UPON REQUEST KALAMAZOO MI 49009 NONE PC VARIOUS 130017 982010 MISCELLANEOUS AVAILABLE UPON REQUEST KALAMAZOO MI 49009 NONE PC VARIOUS 200 200 14 4901364 18 21300648 ROYALTIES 15 1413 SALES OF VIDEOS 01 8000 OTHER MISCELLANEOUS 01 1488 26212913 26212913 false false false false false false false false false false X X 1 JOHN E FETZER MEMORIAL TRUST PO BOX 117 VICKSBURG MI 49097 2800000 X AUDIT AND TAX SERVICES 35954 35954 NONE 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. NORTHERN TRUST GOVT BONDS 36272584 36272584 NORTHERN TRUST CORPORATE BONDS 25103958 25103958 CORPORATE STOCKS 222375103 222375103 VENTURE CAPITAL/PARTNERSHIPS 145186809 145186809 HEDGE FUNDS 42656479 42656479 SHORT TERM INV - NORTHERN 13414110 13414110 REAL ESTATE PARTNERSHIPS 34564348 34564348 LEGAL FEES 82635 89624 ACCRUED INVESTMENT INCOME 315145 593102 593102 UNREALIZED SECURITY GAIN/LOSS 10309757 JFI HOLDING, INC. NET ASSETS ADJUSTMENT 577268 OFFICE SUPPLIES 266294 265717 TELEPHONE & COMPUTER SERVICES 444300 452461 POSTAGE 19553 274 274 20605 EQUIPMENT MAINTENANCE 213961 202696 MEMBERSHIPS 100921 100896 LIBRARY 47500 2830 2830 45978 TRAINING/EMPLOYEE DEVELOPMENT 90412 91958 CAFETERIA (NET) 112409 113932 INSURANCE/PROPERTY TAXES 204956 204956 PUBLIC RELATIONS 34957 34957 CONTRACTED RESEARCH SERVICES 4161788 4054821 MISCELLANEOUS 16755 16755 ROYALTY INCOME 1413 1413 1413 SALES OF VIDEOS 8000 8000 8000 OTHER MISCELLANEOUS 1488 1488 POST RETIREMENT HEALTH BENEFIT 3355392 3433837 DEFERRED EXCISE TAX 2865000 2660000 CALVERT FOUNDATION 1030000 1000000 2014-10 BALLOON PAYMENT 1.0 NONE PROVIDE LOW INTEREST LOANS TO NON-PROFIT ORG. INVESTMENT MGMT & CUSTODIAL 1157806 1070970 1070970 86836 CONSULTANTS 622119 2775 2775 642499 FEDERAL EXCISE TAXES 295638