THE MEIJER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE MEIJER FOUNDATION (EIN 38-6575227)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-14
- IRS object ID
- 201513189349100001
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-14T09:09:03-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386575227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEIJER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL R JULIEN | InCareOfNm |
| Business Name Control | MEIJ | BusinessNameControlTxt |
| Phone | 6164542852 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MONROE AVE NW 600 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL R JULIEN | PersonNm |
| Person Title | AGT FOR TRUSTEE | PersonTitleTxt |
| Phone | 6167915900 | PhoneNum |
| Signature | 2015-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Hammond | PreparerPersonNm |
| PTIN | P00737007 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $162,876,758 | 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 | $20,139,440 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,150 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,150 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,023,878 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,019,949 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,030,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,146,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,035,559 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,805,370 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $250,712 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,012,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,319,370 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,298 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,649 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,649 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $166 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $166 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $794,041 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $767,965 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,076 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $363,655 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,655 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $79,119 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $79,119 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,242,279 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $883,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,146,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,146,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,388,629 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $883,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,175,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,623,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,435,816 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3 | CashBOYAmt |
| Cash EOY | $1,893 | CashEOYAmt |
| Cash EOYFMV | $1,574,457 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,608,366 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,585,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,585,989 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $100,512 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,174 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $101,891 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $84,456,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $86,375,627 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $106,899,419 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,136,348 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,079,558 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,822,773 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $6,296,819 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $3,392,212 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,695,332 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,387,145 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $15,524,785 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,459,182 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,505,084 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $128,515,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,297,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $162,876,758 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $128,515,913 | CapitalStockBOYAmt |
| Capital Stock EOY | $136,297,755 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $128,515,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $136,297,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $128,515,913 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $136,297,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $128,515,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,623,374 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,219,112 | OtherIncreasesAmt |
| Subtotal | $136,358,399 | SubtotalAmt |
| Other Decreases | $60,644 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $136,297,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $56,146,707 | $49,245,111 | $6,901,596 | $6,901,596 |
| K-1'S SHORT-TERM GAIN/(LOSS) | -$40,353 | |||
| K-1'S LONG-TERM GAIN/(LOSS) | $174,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,035,559 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,677,522 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $146,441,706 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.107056 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,177,747 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $93,902,389 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087088 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,767,888 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $78,915,479 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.237823 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,095,018 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $81,176,287 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.148997 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,988,811 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $72,784,081 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.205935 | DistributionYr5Rt |
| Total Distribution | 0.786899 | TotalDistributionRt |
| Average Distribution | 0.15738 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $163,827,104 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,783,110 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $84,358 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,867,468 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,175,075 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $168,716 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $168,716 | SubtotalAmt |
| Tax Based On Investment Income | $168,716 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $209,732 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $209,732 | TotalPaymentsAndCreditsAmt |
| Overpayment | $41,016 | OverpaymentAmt |
| Applied To ES Tax | $41,016 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL R JULIEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6164542852 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MONROE AVE NW SUITE 600 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HENDRIK G MEIJER | ||||||||
| C/O 2929 WALKER NW | GRAND RAPIDS | MI | 49544 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| DOUGLAS F MEIJER | ||||||||
| C/O 2929 WALKER NW | GRAND RAPIDS | MI | 49544 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MARK D MEIJER | ||||||||
| C/O 2929 WALKER NW | GRAND RAPIDS | MI | 49544 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEGACY TRUST | |||||
| 99 MONROE AVE NW SUITE 600 | GRAND RAPIDS | MI | 49503 | INVESTMENT FEES | $312,143 |
| PENN CAPITAL MANAGEMENT COMPANY | |||||
| 3 CRESCENT DRIVE SUITE 400 | PHILADELPHIA | PA | 19112 | INVESTMENT MGMT | $102,419 |
| APEX CAPITAL MANAGEMENT | |||||
| 99 HARBOR ROAD | SOUTHPORT | CT | 06890 | INVESTMENT MGMT | $86,954 |
| NORTHERN TRUST INT'L BANKING CORP | |||||
| 3 SECOND STREET | JERSEY CITY | NJ | 07311 | INVESTMENT MGMT | $80,000 |
| FIFTH-THIRD BANK | |||||
| 38 FOUNTAIN SQUARE PLAZA | CINCINNATI | OH | 45263 | SERVICE FEES | $78,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $154,241,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,555,509 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $524,735 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $166,321,933 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $166,321,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,494,829 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $163,827,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,191,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,191,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $168,716 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $168,716 | TotalTaxAmt |
| Distributable Before Adj | $8,022,639 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,022,639 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,022,639 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,175,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $24,175,075 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $24,175,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,022,639 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $11,380,627 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,124,054 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,831,316 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,502,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,514,816 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,352,819 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,175,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $8,022,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,152,436 | RemainingDistriFromCorpusAmt |
| Total Corpus | $62,505,255 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,380,627 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,124,628 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,124,054 | ExcessFromYear4Amt |
| Excess From Year3 | $14,831,316 | ExcessFromYear3Amt |
| Excess From Year2 | $3,502,006 | ExcessFromYear2Amt |
| Excess From Year1 | $8,514,816 | ExcessFromYear1Amt |
| Excess From Current Year | $16,152,436 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AQUINAS COLLEGE INC | ||||||||
| 1607 ROBINSON RD SE | GRAND RAPIDS | MI | 49506 | NONE | PC | MATCHING FUNDS CAMPAIGN 2014 | $25,000 | |
| BENTLEY HISTORICAL LIBRARY | ||||||||
| 1150 BEAL AVENUE | ANN ARBOR | MI | 481092113 | NONE | GOV | MICHIGAN HISTORICAL COLLECTION CURATORSHIP | $250,000 | |
| BLESSINGS IN A BACKPACK INC | ||||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | NONE | PC | NATIONAL OFFICE PLEDGE | $270,000 | |
| CALVIN COLLEGE | ||||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | PC | JANUARY SERIES 2015 | $5,000 | |
| CITY OF BELDING | ||||||||
| 120 PLEASANT ST | BELDING | MI | 48809 | NONE | GOV | FREDERIK MEIJER FLAT RIVER VALLEY RAIL TRAIL | $92,000 | |
| CONTEMPORARY LEARNING SYSTEMS | ||||||||
| PO BOX 309 | WALLOON LAKE | MI | 49796 | NONE | PC | YOUNG HEMINGWAY DOCUMENTARY | $10,000 | |
| COUNCIL OF MICHIGAN FOUNDATIONS INC | ||||||||
| ONE SOUTH HARBOR AVE SUITE 3 | GRAND HAVEN | MI | 49417 | NONE | PC | GOVERNOR'S OFFICE OF URBAN AND METROPOLITAN INITIATIVES | $100,000 | |
| DEPARTMENT OF NATURAL RESOURCES | ||||||||
| PO BOX 30028 | LANSING | MI | 48909 | NONE | GOV | FREDERIK MEIJER CLINTON IONIA SHIAWASEE RAIL TRAIL | $1,600,000 | |
| DWELLING PLACE OF GRAND RAPIDS INC | ||||||||
| 101 SHELDON BLVD SE 2 | GRAND RAPIDS | MI | 49503 | NONE | PC | THE HERKIMER APARTMENTS RESTRUCTURING PROGRAM | $50,000 | |
| FERRIS STATE UNIVERSITY | ||||||||
| 1201 S STATE ST | BIG RAPIDS TOWNSHIP | MI | 49307 | NONE | GOV | HISTORIC FEDERAL BUILDING RENOVATION | $200,000 | |
| FERRIS STATE UNIVERSITY | ||||||||
| 1201 S STATE ST | BIG RAPIDS TOWNSHIP | MI | 49307 | NONE | GOV | UICA | $100,000 | |
| FREDERIK MEIJER GARDENS AND SCULPTURE FOUNDATION | ||||||||
| 1000 EAST BELTLINE AVE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | RICHARD & HELEN DEVOS JAPANESE GARDENS ENDOWMENT | $1,250,000 | |
| FRIENDS OF GERALD R FORD SCHOOL OF PUBLIC POLICY | ||||||||
| 735 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | NONE | PC | FORD SCHOOL FUNDS | $10,000 | |
| GERALD R FORD FOUNDATION | ||||||||
| 303 PEARL ST NW | GRAND RAPIDS | MI | 49504 | NONE | PC | RENOVATION OF THE GERALD R. FORD PRESIDENTIAL MUSEUM | $600,000 | |
| GRAND ACTION FOUNDATION | ||||||||
| 120 LYON ST NW | GRAND RAPIDS | MI | 49503 | NONE | PC | DOWNTOWN MARKET | $200,000 | |
| GRAND ACTION FOUNDATION | ||||||||
| 120 LYON ST NW | GRAND RAPIDS | MI | 49503 | NONE | PC | MICHIGAN STATE UNIVERSITY COLLEGE OF HUMAN MEDICINE IN GRAND RAPIDS | $200,000 | |
| GRAND RAPIDS ART MUSEUM | ||||||||
| 101 MONROE CENTER NW | GRAND RAPIDS | MI | 49503 | NONE | PC | WEIDENAAR EXHIBITION | $75,000 | |
| GRAND RAPIDS CHRISTIAN SCHOOLS | ||||||||
| 1508 ALEXANDER STREET SE | GRAND RAPIDS | MI | 49506 | NONE | PC | MIDDLE SCHOOL PROJECT | $250,000 | |
| GRAND RAPIDS CHRISTIAN SCHOOLS | ||||||||
| 1508 ALEXANDER STREET SE | GRAND RAPIDS | MI | 49506 | NONE | PC | ELEMENTARY SCHOOL SECURITY ENHANCEMENTS | $30,000 | |
| GRAND RAPIDS CHRISTIAN SCHOOLS | ||||||||
| 1508 ALEXANDER STREET SE | GRAND RAPIDS | MI | 49506 | NONE | PC | LEARNING WITHOUT LIMITS CAMPAIGN | $10,000 | |
| GRAND RAPIDS COMMUNITY COLLEGE FOUNDATION | ||||||||
| 143 BOSTWICK AVENUE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | "GRCC WORKS" CAPITAL CAMPAIGN | $600,000 | |
| GRAND RAPIDS COMMUNITY FOUNDATION | ||||||||
| 185 OAKES ST SW | GRAND RAPIDS | MI | 49503 | NONE | PC | FREDERIK MEIJER WEST MICHIGAN TRAILS MAINTENANCE ENDOWMENT | $1,000,000 | |
| GRAND RAPIDS COMMUNITY FOUNDATION | ||||||||
| 185 OAKES ST SW | GRAND RAPIDS | MI | 49503 | NONE | PC | ANONYMOUS CONTRIBUTION | $20,000 | |
| GRAND RAPIDS COMMUNITY FOUNDATION | ||||||||
| 185 OAKES ST SW | GRAND RAPIDS | MI | 49503 | NONE | PC | FRED MEIJER MID WEST MICHGIAN RAIL-TRAIL | $500,000 | |
| GRAND RAPIDS STUDENT ADVANCEMENT FOUNDATION | ||||||||
| 111 LIBRARY NE | GRAND RAPIDS | MI | 49503 | NONE | PC | JOAN P. SECCHIA BARRIER BREAKING ENDOWMENT | $25,000 | |
| GRAND RAPIDS SYMPHONY | ||||||||
| 300 OTTAWA AVE NW | GRAND RAPIDS | MI | 49503 | NONE | PC | ENDOWMENT PROJECT | $200,000 | |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | GOV | THE GERALD R. FORD BIOGRAPHY PROJECT | $175,000 | |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | GOV | WGVU PRODUCTION EQUIPMENT UPGRADE | $125,000 | |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | GOV | L. WILLIAM SEIDMAN BUILDING CONSTRUCTION | $500,000 | |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | GOV | 2014 FALL ARTS CELEBRATION | $5,000 | |
| GREENING OF DETROIT | ||||||||
| 1418 MICHIGAN AVENUE | DETROIT | MI | 48216 | NONE | PC | PROJECT SUPPORT | $5,000 | |
| HELEN DEVOS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 100 MICHIGAN ST NW | GRAND RAPIDS | MI | 49503 | NONE | PC | HELEN DEVOS CHILDREN'S HOSPITAL | $610,000 | |
| INNER CITY CHRISTIAN FEDERATION | ||||||||
| 920 CHERRY ST SE | GRAND RAPIDS | MI | 49506 | NONE | PC | PILLARS FOR OPPORTUNITY | $30,000 | |
| INTERNATIONAL ASSOCIATION OF PEER SUPPORTERS | ||||||||
| PO BOX 67 | TRUFANT | MI | 49347 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| JUNIOR ACHIEVEMENT OF MI GREAT LAKES FOUNDATION | ||||||||
| 3351 CLAYSTONE ST SE STE 201 | GRAND RAPIDS | MI | 49536 | NONE | PC | FREE ENTERPRISE CENTER | $41,667 | |
| KENT COUNTY HABITAT FOR HUMANITY | ||||||||
| 425 PLEASANT ST SW | GRAND RAPIDS | MI | 49503 | NONE | PC | BUILDING BLOCKS CAPITAL CAMPAIGN | $33,333 | |
| MARY FREE BED REHABILITATION HOSPITAL FOUNDATION | ||||||||
| 235 WEALTHY ST SE | GRAND RAPIDS | MI | 49503 | NONE | PC | MARY FREE BED CAPITAL CAMPAIGN | $250,000 | |
| MASON COUNTY HISTORICAL SOCIETY INC | ||||||||
| 427 W RAILROAD AVE | SHELTON | WA | 98584 | NONE | PC | LUDIGNTON MARITIME MUSEUM | $10,000 | |
| MUSKEGON MUSEUM OF ART FOUNDATION | ||||||||
| 296 W WEBSTER AVENUE | MUSKEGON | MI | 49440 | NONE | PC | CAPITAL CAMPAIGN | $20,000 | |
| NATURE CONSERVANCY | ||||||||
| 101 EAST GRAND RIVER AVENUE | LANSING | MI | 48906 | NONE | PC | AQUATIC INVASIVE SPECIES STRATEGY | $300,000 | |
| OPERA GRAND RAPIDS | ||||||||
| 1320 EAST FULTON STREET | GRAND RAPIDS | MI | 49503 | NONE | PC | MATCHING FUNDS CAMPAIGN | $5,000 | |
| PILGRIM MANOR FOUNDATION | ||||||||
| 2000 LEONARD ST NE | GRAND RAPIDS | MI | 49505 | NONE | PC | PARTNERS IN THE JOURNEY CAMPAIGN | $10,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | JERRY MAY SCHOLARSHIP FUND | $75,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | CAPITAL CAMPAIGN | $1,700,000 | |
| SAINT MARY'S HEALTH CARE | ||||||||
| 200 JEFFERSON AVENUE SE | GRAND RAPIDS | MI | 49503 | NONE | PC | EMERGENCY AND TRAUMA CENTER | $85,000 | |
| SALVATION ARMY | ||||||||
| 1235 EAST FULTON | GRAND RAPIDS | MI | 49503 | NONE | PC | RAY AND JOAN KROC CORP COMMUNITY CENTER | $30,000 | PO BOX 1873 |
| SPECTRUM HEALTH FOUNDATION | ||||||||
| 100 MICHIGAN ST NE | GRAND RAPIDS | MI | 49503 | NONE | PC | FREDERIK MEIJER HEART & VASCULAR INSTITUTE | $1,000,000 | |
| THE GREENVILLE AREA COMMUNITY FOUNDATION | ||||||||
| 101 N LAFAYETTE | GREENVILLE | MI | 48838 | NONE | PC | ASH FOUNDATION BUILDING AT THE MONTCALM COUNTY FAIR GROUNDS | $41,500 | |
| TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS | ||||||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | NONE | PC | 2012 PATHWAYS TO SLEEPING BEAR | $10,000 | |
| UNIVERSITY OF MARYLAND FOUNDATION INC | ||||||||
| 620 W LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | PC | CAPACITY BUILDING: GRAND RAPIDS | $10,000 | |
| UNIVERSITY OF MICHIGAN - LSA | ||||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | GOV | BEAR RIVER WRITER'S CONFERENCE | $30,000 | |
| VAN ANDEL RESEARCH INSTITUTE | ||||||||
| 333 BOSTWICK AVE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | STUDENT INTERNSHIP PROGRAM | $75,000 | |
| WAYNE STATE UNIVERSITY PRESS | ||||||||
| THE LEONARD N SIMONS BUILDING | DETROIT | MI | 48201 | NONE | PC | MADE IN MICHIGAN WRITERS SERIES | $100,000 | 4809 WOODWARD AVENUE |
| WEDGWOOD CHRISTIAN SERVICES | ||||||||
| 3300 36TH ST SE | GRAND RAPIDS | MI | 49512 | NONE | PC | GROWING HOPE FOR CHILDREN CAPITAL CAMPAIGN | $20,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | SCULPTURE ACQUISITION PLEDGE | $208,785 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | MATCHING FUNDS PLEDGE FOR COFFEE TABLE BOOK PROJECT | $12,065 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | RICHARD & HELEN DEVOS JAPANESE GARDEN | $2,000,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | GERONTOLOGY CENTER DEMOLITION & PARKING LOT CONSTRUCTION | $750,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | UAW PROPERTY ACQUISITION | $3,999,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | WELCOME CENTER & MEMORIAL GARDEN DESIGN AND ENGINEERING | $500,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | GOLF COURSE DEMOLITION | $43,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | SCULPTURE EXHIBITION PROGRAM | $300,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | GOLF COURSE LAND DONATION (BASIS: $6,296,819; FMV: $3,300,000) | $3,300,000 | |
| WEST MICHIGAN TRAILS & GREENWAYS | ||||||||
| PO BOX 325 | COMSTOCK PARK | MI | 49321 | NONE | PC | OPERATING FUNDS TO MAINTAIN TRAILS | $15,000 | |
| YWCA WEST CENTRAL MICHIGAN | ||||||||
| 25 SHELDON BLVD SE | GRAND RAPIDS | MI | 49503 | NONE | PC | YWCA TRANSPORTATION CAMPAIGN | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,146,350 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DWELLING PLACE OF GRAND RAPIDS INC | ||||||||
| 101 SHELDON BLVD SE 2 | GRAND RAPIDS | MI | 49503 | NONE | PC | THE HERKIMER APARTMENTS RESTRUCTURING PROGRAM | $50,000 | |
| FERRIS STATE UNIVERSITY | ||||||||
| 1201 S STATE ST | BIG RAPIDS TOWNSHIP | MI | 49307 | NONE | GOV | UICA | $300,000 | |
| FERRIS STATE UNIVERSITY | ||||||||
| 1201 S STATE ST | BIG RAPIDS TOWNSHIP | MI | 49307 | NONE | GOV | HISTORIC FEDERAL BUILDING RENOVATION | $600,000 | |
| FREDERIK MEIJER GARDENS AND SCULPTURE FOUNDATION | ||||||||
| 1000 EAST BELTLINE AVE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | RICHARD & HELEN DEVOS JAPANESE GARDENS ENDOWMENT | $1,250,000 | |
| GERALD R FORD FOUNDATION | ||||||||
| 303 PEARL ST NW | GRAND RAPIDS | MI | 49504 | NONE | PC | RENOVATION OF THE GERALD R. FORD PRESIDENTIAL MUSEUM | $1,200,000 | |
| GRAND ACTION FOUNDATION | ||||||||
| 120 LYON ST NW | GRAND RAPIDS | MI | 49503 | NONE | PC | DOWNTOWN MARKET | $200,000 | |
| GRAND ACTION FOUNDATION | ||||||||
| 120 LYON ST NW | GRAND RAPIDS | MI | 49503 | NONE | PC | MICHIGAN STATE UNIVERSITY COLLEGE OF HUMAN MEDICINE | $400,000 | |
| GRAND RAPIDS COMMUNITY FOUNDATION | ||||||||
| 185 OAKES ST SW | GRAND RAPIDS | MI | 49503 | NONE | PC | FREDERIK MEIJER WEST MICHIGAN TRAILS MAINTENANCE ENDOWMENT | $2,000,000 | |
| GRAND RAPIDS SYMPHONY | ||||||||
| 300 OTTAWA NW SUITE 100 | GRAND RAPIDS | MI | 49503 | NONE | PC | ENDOWMENT PROJECT | $600,000 | |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | GOV | THE GERALD R. FORD BIOGRAPHY PROJECT | $825,000 | |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | GOV | L. WILLIAM SEIDMAN BUILDING CONSTRUCTION | $500,000 | |
| HELEN DEVOS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 100 MICHIGAN ST NW | GRAND RAPIDS | MI | 49503 | NONE | PC | HELEN DEVOS CHILDREN'S HOSPITAL | $1,220,000 | |
| INNER CITY CHRISTIAN FEDERATION | ||||||||
| 920 CHERRY ST SE | GRAND RAPIDS | MI | 49506 | NONE | PC | PILLARS FOR OPPORTUNITY | $30,000 | |
| JUNIOR ACHIEVEMENT OF MI GREAT LAKES FOUNDATION | ||||||||
| 3351 CLAYSTONE ST SE STE 201 | GRAND RAPIDS | MI | 49546 | NONE | PC | FREE ENTERPRISE CENTER | $83,333 | |
| KENT COUNTY HABITAT FOR HUMANITY | ||||||||
| 425 PLEASANT ST SW | GRAND RAPIDS | MI | 49503 | NONE | PC | BUILDING BLOCKS CAPITAL CAMPAIGN | $33,333 | |
| MARY FREE BED REHABILITATION HOSPITAL FOUNDATION | ||||||||
| 235 WEALTHY ST SE | GRAND RAPIDS | MI | 49503 | NONE | PC | MARY FREE BED CAPITAL CAMPAIGN | $750,000 | |
| MASON COUNTY HISTORICAL SOCIETY INC | ||||||||
| 427 W RAILROAD AVE | SHELTON | WA | 98584 | NONE | PC | LUDINGTON MARITIME MUSEUM | $30,000 | |
| MUSKEGON MUSEUM OF ART FOUNDATION | ||||||||
| 296 W WEBSTER AVE | MUSKEGON | MI | 49440 | NONE | PC | CAPITAL CAMPAIGN | $40,000 | |
| NATURE CONSERVANCY | ||||||||
| 101 EAST GRAND RIVER AVENUE | LANSING | MI | 48906 | NONE | PC | AQUATIC INVASIVE SPECIES STRATEGY | $1,200,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | CAPITAL CAMPAIGN | $6,800,000 | |
| SAINT MARY'S HEALTH CARE | ||||||||
| 200 JEFFERSON AVE SE | GRAND RAPIDS | MI | 49503 | NONE | PC | EMERGENCY AND TRAUMA CENTER | $170,000 | |
| SALVATION ARMY | ||||||||
| 1235 E FULTON ST | GRAND RAPIDS | MI | 49503 | NONE | PC | RAY AND JOAN KROC CORP COMMUNITY CENTER | $60,000 | PO BOX 1873 |
| SPECTRUM HEALTH FOUNDATION | ||||||||
| 100 MICHIGAN ST NE | GRAND RAPIDS | MI | 49503 | NONE | PC | FREDERIK MEIJER HEART & VASCULAR INSTITUTE | $7,000,000 | |
| TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS | ||||||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | NONE | PC | 2012 PATHWAYS TO SLEEPING BEAR | $30,000 | |
| WAYNE STATE UNIVERSITY PRESS | ||||||||
| THE LEONARD N SIMONS BUILDING | DETROIT | MI | 48201 | NONE | PC | MADE IN MICHIGAN WRITERS SERIES | $200,000 | 4809 WOODWARD AVENUE |
| WEDGWOOD CHRISTIAN SERVICES | ||||||||
| 3300 36TH ST SE | GRAND RAPIDS | MI | 49512 | NONE | PC | GROWING HOPE FOR CHILDREN CAPITAL CAMPAIGN | $60,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | RICHARD & HELEN DEVOS JAPANESE GARDEN | $2,000,000 | |
| WEST MICHIGAN TRAILS & GREENWAYS | ||||||||
| PO BOX 325 | COMSTOCK PARK | MI | 49321 | NONE | PC | OPERATING FUNDS TO MAINTAIN TRAILS | $30,000 | |
| YWCA WEST CENTRAL MICHIGAN | ||||||||
| 25 SHELDON BLVD SE | GRAND RAPIDS | MI | 49503 | NONE | PC | YWCA TRANSFORMATION CAMPAIGN | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $27,711,666 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,150 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,023,878 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,805,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,030,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,872,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,872,563 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| LENA MEIJER | |||||||
| 1 | 2929 WALKER NW | GRAND RAPIDS | MI | 49544 | $139,440 | Yes (X) | |
| MEIJER COMPANIES LIMITED | |||||||
| 2 | 2929 WALKER NW | GRAND RAPIDS | MI | 49544 | $20,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 781 SHS OF ILLUMINA INC. @ 178.54/SHARE | NoncashPropertyDesc |
| Fair Market Value | $139,440 | FairMarketValueAmt |
| Received | 2014-06-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $166 | Amt |
| Net Investment Income | $166 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIFTH-THIRD REAL ESTATE INVEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,695,332 | BookValueAmt |
| EOYFMV | $3,387,145 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,298 | LegalFeesAmt |
| Net Investment Income | $2,649 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,649 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (14 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| K-1: EQT MIDSTREAM PARTNERS LP | $49,442 | $89,461 | $159,456 |
| K-1: GENESIS ENERGY LP | $88,109 | $98,320 | $84,882 |
| K-1: TARGA RESOURCES PARTNERS | $82,690 | $103,314 | $100,309 |
| PORTFOLIO ADVISORS SECONDARY F | $1,848,729 | $1,848,729 | $2,625,078 |
| K-1: PHILLIPS 66 PARTNERS LP | $13,753 | $23,943 | $52,525 |
| K-1: PERENNIAL REAL ESTATE FUN | $832,238 | $832,238 | $877,730 |
| K-1: PPEO III FTE, LTD | $1,889,316 | $1,889,316 | $1,764,450 |
| K-1: MERRIWELL FUND LP | $155,257 | $120,674 | $89,749 |
| K-1: U.S. REAL ESTATE INVEST. | $2,693,164 | $2,693,164 | $4,052,630 |
| K-1: HOPEN LIFE SCIENCE FUND | $540,000 | $900,000 | $900,000 |
| K-1: BDT CAPITAL PARTNERS FUND | $2,400,000 | $2,480,000 | $5,035,837 |
| K-1: LOST BOYS HOME DOCUMENTAR | $230,000 | $230,000 | $230,000 |
| K-1: PLYMOUTH VENTURE PARTNERS | $0 | $150,000 | $128,563 |
| K-1: PICTET INTERNATIONAL EQTY | $0 | $7,000,023 | $6,403,875 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $60,644 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER NONALLOC EXP - 2% LIMIT | $150 | $150 |
| BANK SERVICE FEES | $78,969 | $78,969 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (39 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $49,186 | $49,186 |
| OTHER INCOME | $712 | $712 |
| PARTNERSHIP DISTRIBUTIONS | $1,755,472 | |
| K-1: HOPEN LIFE SCIENCE FUND II, L.P. | $4,021 | |
| K-1: PALMER SQUARE OPPORTUNISTIC INVEST. | $13,799 | |
| K-1: PERENNIAL REAL ESTATE FUND, LP | $10,667 | |
| K-1: BDT CAPITAL PARTNERS FUND I-A, L.P. | $51,796 | |
| K-1: ACCESS MIDSTREAM PARTNERS LP | -$23 | |
| K-1: BUCKEYE PARTNERS LP | -$6,854 | |
| K-1: DCP MIDSTREAM PARTNERS LP | $63 | |
| K-1: ENTERPRISE PRODUCTS PARTNERS LP | -$1,500 | |
| K-1: EQT MIDSTREAM PARTNERS, LP | -$23 | |
| K-1: ENERGY TRANSFER PARTNERS LP | $1,347 | |
| K-1: GENESIS ENERGY L.P. | $315 | |
| K-1: KINDER MORGAN ENERGY PARTNERS LP | $49 | |
| K-1: MAGELLAN MIDSTREAM PARTNERS LP | -$231 | |
| K-1: MPLX LP | $24 | |
| K-1: MARKWEST ENERGY PARTNERS LP | $1,799 | |
| K-1: TARGA RESOURCES PARTNERS LP | -$105 | |
| K-1: OIL TANKING PARTNERS LP | $3 | |
| K-1: PLAINS ALL AMERICAN PIPELINE LP | -$749 | |
| K-1: PHILLIPS 66 PARTNERS LP | $1 | |
| K-1: REGENCY ENERGY PARTNERS LP | $416 | |
| K-1: SPECTRA ENERGY PARTNERS LP | -$496 | |
| K-1: TESORO LOGISTICS LP | $14 | |
| K-1: VALERO ENERGY PARTNERS LP | $2 | |
| K-1: WESTERN GAS EQUITY PARTNERS, LP | $44 | |
| K-1: ENLINK MIDSTREAM PARTNERS, LP | $37 | |
| K-1: MERRIWELL FUND LIMITED PARTNERSHIP | -$218 | |
| K-1: U.S. REAL ESTATE INVESTMENT FUND | $32,836 | |
| K-1: AMERIGAS PARTNERS LP | $5 | |
| K-1: SUNOCO LOGISTICS PARTNERS LP | $374 | |
| K-1: BDT CAPITAL PARTNERS FUND II TE LP | -$741 | |
| K-1: PICTET INTERNATIONAL EQUITY FUND | $117,384 | |
| K-1: PLYMOUTH VENTURE PARTNERS III LP | -$23,603 | |
| K-1: ENBRIDGE ENERGY PARTNERS LP | -$2 | |
| K-1: MIDCOAST ENERGY PARTNERS, L.P. | $2 | |
| K-1: SHELL MIDSTREAM PARTNERS LP | $8 | |
| K-1: WESTERN GAS PARTNERS LP | $353 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS OF CARRYING VALUE | Desc |
| Amt | $5,219,112 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $451,338 | $451,338 | |
| OTHER MISC INVESTMENT EXPENSES | $25,000 | $25,000 | |
| OTHER ALLOC EXPENSE-PRINCIPAL | $74,903 | $48,827 | $26,076 |
| TRUSTEE & EXECUTOR FEES-INC | $242,800 | $242,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $5,135 | $5,135 |
| FOREIGN TAX - QUAL DIVIDENDS | $27,282 | $27,282 |
| FOREIGN TAXES - NONQUALIFIED | $1,238 | $1,238 |
| FEDERAL EXCISE TAXES | $330,000 |