RONDA E STRYKER & WILLIAM D JOHNSTON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RONDA E STRYKER & WILLIAM D JOHNSTON FOUNDATION (EIN 38-3224966)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-05
- IRS object ID
- 201640969349100114
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-05T18:45:17-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383213032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & SPRINGGATE PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 WEST SOUTH STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | 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 | 383224966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RONDA E STRYKER AND | BusinessNameLine1Txt |
| Business Name Line2 | WILLIAM D JOHNSTON FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROND | BusinessNameControlTxt |
| Phone | 2693889800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM D JOHNSTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2693889800 | PhoneNum |
| Signature | 2016-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA ANSPAUGH | PreparerPersonNm |
| PTIN | P00124073 | PTIN |
| Phone | 2693840219 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,750,685 | 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 | $98,802,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $728,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $728,221 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,186 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,061,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,061,060 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,549,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,789,281 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $343,552 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $171,776 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $85,888 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $85,888 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $371,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $171,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $85,888 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,908 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,725,393 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,725,393 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,096,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $171,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $85,888 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,811,301 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,452,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,617,505 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $395,123 | CashBOYAmt |
| Cash EOY | $87,577 | CashEOYAmt |
| Cash EOYFMV | $87,577 | CashEOYFMVAmt |
| Corporate Stock BOY | $203,038 | CorporateStockBOYAmt |
| Corporate Stock EOY | $95,963,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $94,663,108 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $598,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,051,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,750,685 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,138,994 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,138,994 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$4,540,833 | RetainedEarningBOYAmt |
| Retained Earning EOY | $90,912,084 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $598,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,051,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $598,161 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,051,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $598,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,452,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $96,051,078 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,051,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STRYKER CORP - 160 SHS | D | 1976-07-25 | 2015-10-19 | $16,014 | $2 | $16,012 | $16,012 |
| STRYKER CORP - 7,800 SHS | D | 1976-07-25 | 2015-07-02 | $745,039 | $115 | $744,924 | $744,924 |
| STRYKER CORP - 3,100 SHS | D | 1976-07-25 | 2015-11-30 | $300,170 | $46 | $300,124 | $300,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,061,060 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,489,635 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,941,030 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.846518 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,103,570 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,638,032 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.797401 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,104,334 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,973,646 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.787863 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,995,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,078,950 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.574282 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,530,263 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,083,269 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.788716 | DistributionYr5Rt |
| Total Distribution | 5.794780 | TotalDistributionRt |
| Average Distribution | 1.158956 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $54,623,003 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,305,657 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,175 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,321,832 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,811,301 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,350 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,350 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,810 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,810 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $7,540 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | STRYKERJOHNSTONFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM D JOHNSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2693889800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| RONDA E STRYKER | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | PRESIDENT AND DIRECTOR | 0.30 | $0 | $0 | $0 |
| WILLIAM D JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | SECRETARY/TREASURER AND DI | 0.30 | $0 | $0 | $0 |
| ANNE E JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MEGAN M JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MICHAEL B JOHNSTON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| KELLY HALVERSON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENLEAF TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $343,552 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $54,885,049 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $569,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,454,825 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,454,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $831,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,623,003 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,731,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,731,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,350 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,350 | TotalTaxAmt |
| Distributable Before Adj | $2,698,800 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,698,800 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,698,800 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,811,301 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,811,301 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,811,301 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,698,800 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,132,398 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,741,752 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,905,652 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,971,668 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,342,583 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,094,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,811,301 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,698,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,112,501 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,206,554 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,132,398 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,074,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,741,752 | ExcessFromYear4Amt |
| Excess From Year3 | $6,905,652 | ExcessFromYear3Amt |
| Excess From Year2 | $1,971,668 | ExcessFromYear2Amt |
| Excess From Year1 | $2,342,583 | ExcessFromYear1Amt |
| Excess From Current Year | $1,112,501 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONDA E STRYKER | ContributingManagerNm |
| Contributing Manager | WILLIAM D JOHNSTON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM D JOHNSTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2693889800 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION AND REQUIREMENTS ARE AVAILABLE ON OUR WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT SUBMISSION DEADLINES ARE POSTED ON OUR WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATION DEFINED IN IRC SECTION 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GILMORE CAR MUSEUM | |||||||
| 6865 W HICKORY RD | HICKORY CORNERS | MI | 49060 | NONE | PUBLIC | GENERAL | $100,000 |
| KALAMAZOO CIVIC THEATRE | |||||||
| 329 S PARK STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | YOUTH THEATER PROGRAM AND ART OF ENRICHING LIVES ADVANCEMENT CAMPAIGN | $112,000 |
| KALAMAZOO COUNTY PARKS FOUNDATION | |||||||
| 3299 GULL ROAD | KALAMAZOO | MI | 49048 | NONE | PUBLIC | KALAMAZOO RIVER VALLEY TRAIL | $50,000 |
| KALAMAZOO COUNTY READY 4S | |||||||
| 222 S WESTNEDGE AVENUE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $55,000 |
| KALAMAZOO LOAVES AND FISHES | |||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | NONE | PUBLIC | GROCERY PANTRY PROGRAM | $45,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY EDUCATION FOR EMPLOYMENT | |||||||
| 1819 E MILHAM AVENUE | PORTAGE | MI | 49002 | NONE | PUBLIC | STEM EDUCATION IN KALAMAZOO COUNTY | $70,000 |
| PATHFINDER INTERNATIONAL | |||||||
| 9 GALEN STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC | GENERAL | $200,000 |
| PORTAGE PUBLIC SCHOOLS | |||||||
| 8107 MUSTANG DRIVE | PORTAGE | MI | 49002 | NONE | PUBLIC | BACKPACK BUDDIES | $3,000 |
| PRETTY LAKE CAMP | |||||||
| 9123 Q AVENUE | MATTAWAN | MI | 49071 | NONE | PUBLIC | GENERAL | $15,000 |
| UNIVERSITY OF NORTHERN COLORADO FOUNDATION | |||||||
| CAMPUS BOX 20 | GREELEY | CO | 80639 | NONE | PUBLIC | STRYKER INSTITUTE FOR LEADERSHIP DEVELOPMENT | $1,000,000 |
| YOUTH ADVANCEMENT ACADEMY | |||||||
| 6750 CHIME STREET | KALAMAZOO | MI | 49009 | NONE | PUBLIC | SUMMER VOCATIONAL PROGRAM | $1,250 |
| BUILDING BLOCKS OF KALAMAZOO | |||||||
| 802 S WESTNEDGE AVE STE BB | KALAMAZOO | MI | 49008 | NONE | PUBLIC | NEIGHBORHOOD WORK PROJECTS | $10,000 |
| THE DREAM PROGRAM | |||||||
| PO BOX 361 | WINOOSKI | VT | 05404 | NONE | PUBLIC | GROWING DREAMS CAMPAIGN | $110,130 |
| KALAMAZOO JUNIOR GIRLS ORGANIZATION | |||||||
| 1114 W PATERSON ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | "PROMISE" PATHWAY TO SUCCESS - AFTER SCHOOL ED PROGRAM | $6,831 |
| KALAMAZOO NEIGHBORHOOD HOUSING SERVICES | |||||||
| 1219 S PARK ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | KNHS 2015 HOME OWNERSHIP CENTER | $40,000 |
| KALAMAZOO SYMPHONY ORCHESTRA | |||||||
| 359 S KALAMAZOO MALL 100 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | KALAMAZOO KIDS IN TUNE | $15,000 |
| OPEN DOORS | |||||||
| 1141 S ROSE STREET SUITE 3 | KALAMAZOO | MI | 49001 | NONE | PUBLIC | HOUSING PROGRAMS | $20,000 |
| FAMILY AND CHILDREN SERVICES | |||||||
| 778 W COLUMBIA AVE | BATTLE CREEK | MI | 49015 | NONE | PUBLIC | CAPITAL CAMPAIGN | $250,000 |
| ENGINEERING WORLD HEALTH | |||||||
| 302 EAST PETTIGREW STREETSUITE 200 | DURHAM | NC | 27701 | NONE | PUBLIC | SUPPORT FOR WOMEN AND MINORITY ENGINEERING STUDENTS'S WORK IN DEVELOPING WORLD HOSPITALS | $25,000 |
| FOUNDATIONS OF MUSIC | |||||||
| 1801 W BELLE PLAINE UNIT 206 | CHICAGO | IL | 60613 | NONE | PUBLIC | MUSIC PROGRAM | $5,000 |
| KALAMAZOO INSTITUTE OF ARTS | |||||||
| 314 S PARK ST | KALAMAZOO | MI | 49007 | NONE | PUBLIC | EMPOWERING YOUTH AND FAMILIES THROUGH VISUAL ART | $25,000 |
| MICHIGAN UNITED | |||||||
| 4405 WESSON STREET | DETROIT | MI | 48210 | NONE | PUBLIC | BUILDING MICHIGAN'S IMMIGRANT SERVICES INFRASTRUCTURE | $65,000 |
| SHERMAN LAKE YMCA | |||||||
| 6225 N 39TH STREET | AUGUSTA | MI | 49012 | NONE | PUBLIC | INTEGRATED (CHARACTER) VACATION | $30,000 |
| IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL | |||||||
| 359 S KALAMAZOO MALL SUITE 101 | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION | |||||||
| 34 JACKSON ST W | BATTLE CREEK | MI | 49017 | NONE | PUBLIC | EARLY GRADE READING ACHIEVEMENT PROGRAM | $50,000 |
| LAKESIDE FOR CHILDREN FOUNDATION | |||||||
| 3921 OAKLAND DRIVE | KALAMAZOO | MI | 49008 | NONE | PUBLIC | SOUND MIND SOUND BODY CAMPAIGN | $115,000 |
| KVCC FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49003 | NONE | PUBLIC | HEALTH FOCUSED CAMPUS CAPITAL CAMPAIGN | $1,000,000 |
| KALAMAZOO CENTER FOR YOUTH AND COMMUNITY | |||||||
| PO BOX 50227 | KALAMAZOO | MI | 49005 | NONE | PUBLIC | IMPROVING YOUTH OUTCOMES ON THE EASTSIDE | $75,000 |
| FIRST DAY SHOE FUND | |||||||
| 6750 CHIME STREET | KALAMAZOO | MI | 49009 | NONE | PUBLIC | 2015-2016 SHOE DISTRIBUTION | $4,432 |
| PARTNERS IN HOUSING TRANSITIONS | |||||||
| 247 W LOVELL STREET | KALAMAZOO | MI | 49007 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $4,500 |
| PLANNED PARENTHOOD | |||||||
| 4201 W MICHIGAN AVE | KALAMAZOO | MI | 49006 | NONE | PUBLIC | SEXUAL EDUATION PROGRAM FOR YOUTH AND FAMILIES | $40,000 |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | NONE | PUBLIC | THE LEARNING NETWORK OF GREATER KALAMAZOO | $10,000 |
| ACADEMY FOR GLOBAL CITIZENSHIP | |||||||
| W 47TH STREET | CHICAGO | IL | 60632 | NONE | PUBLIC | 21ST CENTURY SKILLS FOR ALL AT AGC | $100,000 |
| SYLVIA'S PLACE | |||||||
| PO BOX 13 | ALLEGAN | MI | 49010 | NONE | PUBLIC | FUND FAMILIES | $10,000 |
| GOODWILL INDUSTRIES OF SW MICHIGAN | |||||||
| 420 E ALCOTT ST | KALAMAZOO | MI | 49001 | NONE | PUBLIC | LIFE GUIDES | $9,750 |
| CHILD AND FAMILY SERVICES OF NORTHWESTERN MICHIGAN | |||||||
| 3785 VETERANS DR | TRAVERSE CITY | MI | 49684 | NONE | PUBLIC | WINDFIRE, A PROJECT OF ELEMENTS | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,725,393 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KVCC FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49003 | NONE | PUBLIC | HEALTH FOCUSED CAMPUS CAPITAL CAMPAIGN | $4,000,000 |
| KALAMAZOO LOAVES AND FISHES | |||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | NONE | PUBLIC | BUILD NOURISH SUSTAIN FACILITIES CAMPAIGN | $40,000 |
| PATHFINDER INTERNATIONAL | |||||||
| 9 GALEN STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC | CAPITAL CAMPAIGN | $400,000 |
| PRETTY LAKE CAMP | |||||||
| 9123 Q AVENUE | MATTAWAN | MI | 49071 | NONE | PUBLIC | PRETTY AMAZING CAMP | $30,000 |
| UNIVERSITY OF NORTHERN COLORADO FOUNDATION | |||||||
| CAMPUS BOX 20 | GREELEY | CO | 80639 | NONE | PUBLIC | STRYKER INSTITUTE FOR LEADERSHIP DEVELOPMENT | $2,000,000 |
| FAMILY AND CHILDREN SERVICES | |||||||
| 778 W COLUMBIA AVE | BATTLE CREEK | MI | 49015 | NONE | PUBLIC | MAKING ROOM FOR HOPE CAPITAL CAMPAIGN | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,220,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $728,221 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,186 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $747,407 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $747,407 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RONDA STRYKER AND WILLIAM JOHNSTON | |||||||
| 1 | 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | $2,000,000 | Yes (X) | |
| RONDA STRYKER AND WILLIAM JOHNSTON | |||||||
| 2 | 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | $48,560,000 | Yes (X) | |
| RONDA STRYKER AND WILLIAM JOHNSTON | |||||||
| 3 | 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | $48,242,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 500,000 SHARES OF STRYKER CORP | $48,560,000 | 2015-05-20 |
| 3 | 500,000 SHARES OF STRYKER CORP | $48,242,500 | 2015-05-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $3,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 1,018,540 SHS STRYKER CORPORATION | StockNm |
| EOY Book Value | $95,963,501 | EOYBookValueAmt |
| EOYFMV | $94,663,108 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORPORATE INFORMATION UPDATE | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $343,552 | Amt |
| Net Investment Income | $171,776 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,888 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $85,888 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $24,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |