THE MEIJER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE MEIJER FOUNDATION (EIN 38-6575227)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201403149349100130
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2014-11-10T15:29:47-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL R JULIEN | InCareOfNm |
| Business Name Control | MEIJ | BusinessNameControlTxt |
| Phone | 6167915900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MONROE AVE NW | AddressLine1 |
| Address Line2 | Suite 600 | AddressLine2 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49503 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL R JULIEN | PersonNm |
| Person Title | AGT FOR TRUSTEE | PersonTitleTxt |
| Phone | 6167915900 | PhoneNum |
| Signature | 2014-10-29 | 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 | 6167915900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $155,964,995 | 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 | $24,784,603 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,972,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,963,230 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,719,400 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,280,221 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,673,400 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,588 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $56,408 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,494,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,693,038 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $16,696 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,348 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,348 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $484,195 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $484,195 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $102,852 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92,852 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $270,994 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $135,973 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $135,021 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $877,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $724,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $143,369 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,534,153 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,534,153 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,411,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $724,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,677,522 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,082,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,968,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,252 | CashBOYAmt |
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $110 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,198,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,608,366 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,608,366 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $100,836 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,512 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $102,622 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $36,859,990 | CorporateStockBOYAmt |
| Corporate Stock EOY | $84,456,868 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $107,286,332 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,572,413 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,136,348 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,030,473 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,296,819 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $6,296,819 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $6,296,819 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6,296,819 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $42,672,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,392,212 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,596,189 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,061,192 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,524,785 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,044,084 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $109,897,526 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,515,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,964,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $109,897,526 | CapitalStockBOYAmt |
| Capital Stock EOY | $128,515,913 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,897,526 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,515,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $109,897,526 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,515,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,897,526 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,082,584 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,535,803 | OtherIncreasesAmt |
| Subtotal | $128,515,913 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $128,515,913 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIFTH THIRD #8067 SHORT-TERM GAIN/(LOSS) | P | 2013-12-31 | $31,666,678 | $29,748,697 | $1,917,981 | $1,917,981 |
| FIFTH-THIRD #8067 LONG-TERM GAIN/(LOSS) | P | 2013-12-31 | $23,145,895 | $19,240,086 | $3,905,809 | $3,905,809 |
| FIFTH-THIRD #8067 CAPITAL GAIN DISTRIBUTIONS | P | 2013-12-31 | $689,188 | $0 | $689,188 | $689,188 |
| LEGACY TRUST #2800 SHORT-TERM GAIN/(LOSS) | P | 2013-12-31 | $5,106,220 | $5,416,986 | -$310,766 | -$310,766 |
| LEGACY TRUST #2800 LONG-TERM GAIN/(LOSS) | P | 2013-12-31 | $770,422 | $415,840 | $354,582 | $354,582 |
| LEGACY TRUST #2800 CAPITAL GAIN DISTRIBUTIONS | P | 2013-12-31 | $100,330 | $0 | $100,330 | $100,330 |
| K-1'S SHORT-TERM GAIN/(LOSS) | P | $6,678 | $0 | $6,678 | $6,678 | |
| K-1'S LONG-TERM GAIN/(LOSS) | P | $144,810 | $0 | $144,810 | $144,810 | |
| PINE GROVE INSTITUTIONAL LONG-TERM GAIN/(LOSS) | P | 2013-08-08 | $1,650,000 | $1,785,212 | -$135,212 | -$135,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,673,400 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,177,747 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $93,902,389 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087088 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,767,888 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $78,915,479 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.237823 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,095,018 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $81,176,287 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.148997 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,988,811 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $72,784,081 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.205935 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,263,940 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $72,905,168 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.250516 | DistributionYr5Rt |
| Total Distribution | 0.930359 | TotalDistributionRt |
| Average Distribution | 0.186072 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $146,441,706 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,248,701 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $79,690 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,328,391 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,677,522 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $159,379 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $159,379 | SubtotalAmt |
| Tax Based On Investment Income | $159,379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,435 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $250,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $291,435 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2,324 | EsPenaltyAmt |
| Overpayment | $129,732 | OverpaymentAmt |
| Applied To ES Tax | $129,732 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIFTH-THIRD BANK | |||||
| 38 FOUNTAIN SQUARE PLAZA | CINCINNATI | OH | 45263 | INVESTMENT FEES | $326,347 |
| FIFTH-THIRD BANK | |||||
| 38 FOUNTAIN SQUARE PLAZA | CINCINNATI | OH | 45263 | SERVICE FEES | $270,043 |
| LEGACY TRUST | |||||
| 99 MONROE AVE NW SUITE 600 | GRAND RAPIDS | MI | 49503 | INVESTMENT FEES | $88,320 |
| KALMAR INVESTMENTS INC | |||||
| 3701 KENNETT PIKE | WILMINGTON | DE | 19807 | INVESTMENT FEES | $69,528 |
| 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 | $136,616,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,758,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,296,819 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $148,671,783 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $148,671,783 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,230,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $146,441,706 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,322,085 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,322,085 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $159,379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $159,379 | TotalTaxAmt |
| Distributable Before Adj | $7,162,706 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,162,706 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,162,706 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,677,522 | 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 | $15,677,522 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $15,677,522 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,162,706 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $14,629,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,380,627 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,124,054 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,831,316 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,502,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,467,785 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,677,522 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,162,706 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,514,816 | RemainingDistriFromCorpusAmt |
| Total Corpus | $60,982,601 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,629,782 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,352,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,380,627 | ExcessFromYear4Amt |
| Excess From Year3 | $8,124,054 | ExcessFromYear3Amt |
| Excess From Year2 | $14,831,316 | ExcessFromYear2Amt |
| Excess From Year1 | $3,502,006 | ExcessFromYear1Amt |
| Excess From Current Year | $8,514,816 | 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 (76 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACTION INSTITUTE FOR THE STUDY OF RELIGION AND LIB | ||||||||
| 98 E FULTON STREET | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING SUPPORT | $750,000 | |
| ACQUINAS COLLEGE INC | ||||||||
| 1607 ROBINSON RD SE | GRAND RAPIDS | MI | 49506 | NONE | PC | MATCHING FUNDS CAMPAIGN | $25,000 | |
| BETHANY CHRISTIAN SERVICES INC | ||||||||
| 1392 PLAZA PLACE | SPRINGDALE | AR | 72764 | NONE | PC | SERVICES FOR CHILDREN | $10,000 | |
| BLESSINGS IN A BACKPACK INC | ||||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | NONE | PC | 2013 OFFICE PLEDGE | $250,000 | |
| BLESSINGS IN A BACKPACK INC | ||||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | NONE | PC | BOARD MEETING | $3,100 | |
| BLESSINGS IN A BACKPACK INC | ||||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | NONE | PC | GENERAL OPERATING SUPPORT | $79,717 | |
| BOYS & GIRLS CLUBS OF GRAND RAPIDS YOUTH COMMONWEA | ||||||||
| 235 STRAIGHT AVE NW | GRAND RAPIDS | MI | 49504 | NONE | PC | CAPITAL CAMPAIGN | $100,000 | |
| CALVIN COLLEGE | ||||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | PC | THE FREDERIK MEIJER ENDOWED CHAIR IN DUTCH LANGUAGE AND CULTURE | $300,000 | |
| CALVIN COLLEGE | ||||||||
| 3201 BURTON ST SE | GRAND RAPIDS | MI | 49546 | NONE | PC | JANUARY SERIES | $5,000 | |
| CITY OF BELDING | ||||||||
| 120 PLEASANT ST | BELDING | MI | 48809 | NONE | PC | RECONSTRUCTION FUNDING | $50,000 | |
| CITY OF IONIA | ||||||||
| 114 N KIDD ST | IONIA | MI | 48846 | NONE | PC | FM GRAND RIVER VALLEY RAIL-TRAIL | $215,000 | |
| CONDUCTIVE EDUCATION AND REHABILITATION CENTER | ||||||||
| 2848 BURTON STREET SE | GRAND RAPIDS | MI | 49546 | NONE | PC | PROGRAMS FOR CHILDREN | $25,000 | |
| 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 | |
| DAVENPORT UNIVERSITY | ||||||||
| 6191 KRAFT AVE SE | GRAND RAPIDS | MI | 49512 | NONE | PC | FACILITY CONSTRUCTION AND CAPITAL CAMPAIGN | $500,000 | |
| DWELLING PLACE OF GRAND RAPIDS INC | ||||||||
| 101 SHELDON BLVD SE 2 | GRAND RAPIDS | MI | 49503 | NONE | PC | FACILITY CONSTRUCTION | $50,000 | |
| FERRIS STATE UNIVERSITY | ||||||||
| 1201 S STATE ST | BIG RAPIDS TOWNSHIP | MI | 49307 | NONE | PC | CAPITAL CAMPAIGN | $40,000 | |
| FERRIS STATE UNIVERSITY | ||||||||
| 1201 S STATE ST | BIG RAPIDS TOWNSHIP | MI | 49307 | NONE | PC | FACILITY RENOVATION | $200,000 | |
| FERRIS STATE UNIVERSITY | ||||||||
| 1201 S STATE ST | BIG RAPIDS TOWNSHIP | MI | 49307 | NONE | PC | UICA | $100,000 | |
| FREDERIK MEIJER GARDENS FOUNDATION | ||||||||
| 1000 EAST BELTLINE AVE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | JAPANESE GARDENS ENDOWMENT | $1,250,000 | |
| FREEDOM FOUNDATION | ||||||||
| PO BOX 552 | OLYMPIA | WA | 98507 | NONE | PC | PROJECT SUPPORT | $5,000 | |
| GERALD R FORD FOUNDATION | ||||||||
| 303 PEARL ST NW | GRAND RAPIDS | MI | 49504 | NONE | PC | EXPANSION PROJECT | $600,000 | |
| GRAND ACTION FOUNDATION | ||||||||
| 120 LYON ST NW | GRAND RAPIDS | MI | 49503 | NONE | PC | FACILITY CONSTRUCTION | $200,000 | |
| GRAND ACTION FOUNDATION | ||||||||
| 120 LYON ST NW | GRAND RAPIDS | MI | 49503 | NONE | PC | MICHIGAN STATE UNIVERSITY COLLEGE OF HUMAN MEDICINE | $200,000 | |
| GRAND RAPIDS ART MUSEUM | ||||||||
| 101 MONROE CENTER NW | GRAND RAPIDS | MI | 49503 | NONE | PC | UNDERWRITING EXHIBITION | $50,000 | |
| GRAND RAPIDS COMMUNITY COLLEGE FOUNDATION | ||||||||
| 143 BOSTWICK AVENUE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $600,000 | |
| 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 MICHIGAN RAIL-TRAIL | $500,000 | |
| GRAND RAPIDS STUDENT ADVANCEMENT FOUNDATION | ||||||||
| 111 LIBRARY NE | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $50,000 | |
| GRAND RAPIDS SYMPHONY | ||||||||
| 300 OTTAWA AVE NW | GRAND RAPIDS | MI | 49503 | NONE | PC | ENDOWMENT PROJECT | $200,000 | |
| GRAND RAPIDS UNIVERSITY PREP ACADEMY ASSOCIATION | ||||||||
| 512 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $80,000 | |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | PC | EQUIPMENT UPGRADE | $125,000 | |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | PC | FALL ARTS CELEBRATION | $5,000 | |
| GRAND VALLEY UNIVERSITY FOUNDATION | ||||||||
| 301 FULTON ST WEST | GRAND RAPIDS | MI | 49501 | NONE | PC | FACILITY CONSTRUCTION | $1,000,000 | PO BOX 1945 |
| SPECTRUM HEALTH FOUNDATION | ||||||||
| 100 MICHIGAN ST NE | GRAND RAPIDS | MI | 49503 | NONE | PC | HELEN DEVOS CHILDREN'S HOSPITAL | $610,000 | |
| HISTORICAL SOCIETY OF MICHIGAN | ||||||||
| 5815 EXECUTIVE DR | LANSING | MI | 48911 | NONE | PC | FACILITY RENOVATION | $50,000 | |
| INNER CITY CHRISTIAN FEDERATION | ||||||||
| 920 CHERRY ST SE | GRAND RAPIDS | MI | 49506 | NONE | PC | PILLARS FOR OPPORTUNITY | $60,000 | |
| JOHN BALL ZOOLOGICAL SOCIETY | ||||||||
| 1300 W FULTON ST | GRAND RAPIDS | MI | 49504 | NONE | PC | GRIZZLY BEAR EXHIBIT | $333,333 | |
| JOHN F KENNEDY CENTER FOR PERFORMING ARTS | ||||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PC | CAPACITY BUILDING: GRAND RAPIDS | $10,000 | |
| KENT COUNTY HABITAT FOR HUMANITY | ||||||||
| 425 PLEASANT STREET SW | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $33,333 | |
| KENT COUNTY PARKS FOUNDATION | ||||||||
| PO BOX 230165 | GRAND RAPIDS | MI | 49523 | NONE | PC | FRED MEIJER MILLENNIUM PARK TRAIL PROJECT | $345,215 | |
| KENT COUNTY PARKS FOUNDATION | ||||||||
| PO BOX 230165 | GRAND RAPIDS | MI | 49523 | NONE | PC | THE PAUL HENRY THORNAPPLE TRAIL | $100,000 | |
| KENT COUNTY SHERIFF DEPT TRAFFIC SQUAD AND COMM | ||||||||
| 701 BALL AVENUE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | FACILITY CONSTRUCTION | $50,000 | |
| MASON COUNTY HISTORICAL SOCIETY INC | ||||||||
| 427 WEST RAILROAD AVE | SHELTON | WA | 98584 | NONE | PC | LUDINGTON MARITIME MUSEUM | $10,000 | |
| MECOSTA COUNTY COMMUNITY FOUNDATION | ||||||||
| PO BOX 1012-C | BIG RAPIDS | MI | 49307 | NONE | PC | COMMUNITY NEEDS FUND | $5,000 | |
| MEL TROTTER MINISTRIES | ||||||||
| 225 COMMERCE AVE SW | GRAND RAPIDS | MI | 49503 | NONE | PC | FACILITY RENOVATIONS | $16,666 | |
| MUSKEGON MUSEUM OF ART FOUNDATION | ||||||||
| 296 W WEBSTER AVENUE | MUSKEGON | MI | 49440 | NONE | PC | CAPITAL CAMPAIGN | $20,000 | |
| PILGRIM MANOR FOUNDATION | ||||||||
| 2000 LEONARD ST NE | GRAND RAPIDS | MI | 49505 | NONE | PC | CAPITAL CAMPAIGN | $10,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | MICHIGAN HISTORICAL COLLECTION CURATORSHIP | $250,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | BEAR RIVER WRITERS' CONFERENCE | $30,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | W.K. KELLOGG EYE CENTER | $20,000 | |
| SAINT MARY'S HEALTH CARE | ||||||||
| 200 JEFFERSON AVENUE SE | GRAND RAPIDS | MI | 49503 | NONE | PC | FACILITY CONSTRUCTION | $85,000 | |
| SALVATION ARMY | ||||||||
| 1235 EAST FULTON | GRAND RAPIDS | MI | 49503 | NONE | PC | FACILITY CONSTRUCTION | $30,000 | PO BOX 1873 |
| SENIOR MEALS PROGRAM INC | ||||||||
| 2900 WILSON AVE SW | GRANDVILLE | MI | 49418 | NONE | PC | CAPITAL CAMPAIGN | $5,000 | |
| SENIOR NEIGHBORS INC | ||||||||
| 678 FRONT AVENUE NW SUITE 205 | GRAND RAPIDS | MI | 49504 | NONE | PC | FACILITY RENOVATION | $25,000 | |
| SPECTRUM HEALTH FOUNDATION | ||||||||
| 100 MICHIGAN ST NE | GRAND RAPIDS | MI | 49503 | NONE | PC | FREDERIK MEIJER HEART & VASCULAR INSTITUTE | $1,000,000 | |
| ST CECILIA MUSIC SOCIETY | ||||||||
| 24 RANSOM AVE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | 2013 INITIATIVES | $25,000 | |
| TEAM RUBICON | ||||||||
| 300 N CONTINENTAL BLVD SUITE 100 | EL SEGUNDO | CA | 90245 | NONE | PC | DISASTER RELIEF | $10,000 | |
| THE GREENVILLE AREA COMMUNITY FOUNDATION | ||||||||
| 101 N LAFAYETTE | GREENVILLE | MI | 48838 | NONE | PC | FACILITY CONSTRUCTION | $41,500 | |
| TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS | ||||||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | NONE | PC | PATHWAYS TO SLEEPING BEAR | $10,000 | |
| URBAN INSTITUTE FOR CONTEMPORARY ARTS | ||||||||
| 2 WEST FULTON | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $100,000 | |
| URBAN INSTITUTE FOR COMTEMPORARY ARTS | ||||||||
| 2 WEST FULTON | GRAND RAPIDS | MI | 49503 | NONE | PC | SPECIAL FUNDING REQUEST | $30,000 | |
| VAN ANDEL RESEARCH INSTITUTE | ||||||||
| 333 BOSTWICK AVE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | STUDENT INTERNSHIP PROGRAM | $75,000 | |
| VILLAGE OF LAKEVIEW | ||||||||
| 315 LINCOLN AVENUE | LAKEVIEW | MI | 48850 | NONE | PC | PROJECT SUPPORT | $100,000 | PO BOX 30 |
| 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 | CAPITAL CAMPAIGN | $20,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | SCULPTURE EXHIBITION PROGRAM | $600,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | JAPANESE GARDEN | $2,025,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | MATCHING PLEDGE | $47,332 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | GARDEN RAILWAY PROJECT | $54,794 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | SCULPTURE ACQUISITION PLEDGE | $666,917 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | ACQUISITION PLEDGE | $521,246 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | PROJECT SUPPORT | $7,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | FINALIZATION OF GUIDELINE PROJECT | $270,000 | |
| WEST MICHIGAN TRAILS & GREENWAYS | ||||||||
| PO BOX 325 | COMSTOCK PARK | MI | 49321 | NONE | PC | OPERATING FUNDS | $15,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER GR | ||||||||
| 475 LAKE MICHIGAN DR NW | GRAND RAPIDS | MI | 49504 | NONE | PC | CAPITAL CAMPAIGN | $4,000 | |
| YWCA WEST CENTRAL MICHIGAN | ||||||||
| 25 SHELDON BLVD SE | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,534,153 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| COUNCIL OF MICHIGAN FOUNDATIONS INC | ||||||||
| ONE SOUTH HARBOR DR SUITE 3 | GRAND HAVEN | MI | 49417 | NONE | PC | GOVERNOR'S OFFICE OF URBAN AND METROPOLITAN INITIATIVES | $100,000 | |
| DWELLING PLACE OF GRAND RAPIDS INC | ||||||||
| 101 SHELDON BLVD SE 2 | GRAND RAPIDS | MI | 49503 | NONE | PC | FACILITY CONSTRUCTION | $100,000 | |
| FERRIS STATE UNIVERSITY | ||||||||
| 1201 S STATE ST | BIG RAPIDS TOWNSHIP | MI | 49307 | NONE | PC | CAPITAL CAMPAIGN | $1,200,000 | |
| FREDERIK MEIJER GARDENS FOUNDATION | ||||||||
| 1000 EAST BELTLINE AVE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | JAPANESE GARDENS ENDOWMENT | $2,500,000 | |
| GERALD R FORD FOUNDATION | ||||||||
| 303 PEARL ST NW | GRAND RAPIDS | MI | 49504 | NONE | PC | EXPANSION PROJECT | $1,800,000 | |
| GRAND ACTION FOUNDATION | ||||||||
| 120 LYON ST NW | GRAND RAPIDS | MI | 49503 | NONE | PC | FACILITY CONSTRUCTION | $1,000,000 | |
| GRAND RAPIDS COMMUNITY COLLEGE FOUNDATION | ||||||||
| 143 BOSTWICK AVENUE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $600,000 | |
| GRAND RAPIDS COMMUNITY FOUNDATION | ||||||||
| 185 OAKES ST SW | GRAND RAPIDS | MI | 49503 | NONE | PC | FRED MEIJER MID WEST MICHIGAN RAIL-TRAIL | $520,000 | |
| GRAND RAPIDS STUDENT ADVANCEMENT FOUNDATION | ||||||||
| 111 LIBRARY NE | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $25,000 | |
| GRAND RAPIDS SYMPHONY | ||||||||
| 300 OTTAWA NW SUITE 100 | GRAND RAPIDS | MI | 49503 | NONE | PC | ENDOWMENT PROJECT | $800,000 | |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | PC | EQUIPMENT UPGRADE | $1,125,000 | |
| HELEN DEVOS CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 100 MICHIGAN ST NW | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $1,830,000 | |
| INNER CITY CHRISTIAN FEDERATION | ||||||||
| 920 CHERRY ST SE | GRAND RAPIDS | MI | 49506 | NONE | PC | PILLARS FOR OPPORTUNITY | $60,000 | |
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PC | CAPACITY BUILDING: GRAND RAPIDS | $10,000 | |
| KENT COUNTY HABITAT FOR HUMANITY | ||||||||
| 425 PLEASANT ST SW | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $66,667 | |
| MASON COUNTY HISTORICAL SOCIETY INC | ||||||||
| 427 W RAILROAD AVE | SHELTON | WA | 98584 | NONE | PC | LUDINGTON MARITIME MUSEUM | $40,000 | |
| MUSKEGON MUSEUM OF ART FOUNDATION | ||||||||
| 296 W WEBSTER AVE | MUSKEGON | MI | 49440 | NONE | PC | CAPITAL CAMPAIGN | $60,000 | |
| PILGRIM MANOR FOUNDATION | ||||||||
| 2000 LEONARD ST NE | GRAND RAPIDS | MI | 49505 | NONE | PC | CAPITAL CAMPAIGN | $10,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | MICHIGAN HISTORICAL COLLECTION CURATORSHIP | $280,000 | |
| SAINT MARY'S HEALTH CARE | ||||||||
| 200 JEFFERSON AVE SE | GRAND RAPIDS | MI | 49503 | NONE | PC | FACILITY CONSTRUCTION | $255,000 | |
| SALVATION ARMY | ||||||||
| 1235 E FULTON ST | GRAND RAPIDS | MI | 49503 | NONE | PC | FACILITY CONSTRUCTION | $90,000 | PO BOX 1873 |
| SPECTRUM HEALTH FOUNDATION | ||||||||
| 100 MICHIGAN ST NE | GRAND RAPIDS | MI | 49503 | NONE | PC | FREDERIK MEIJER HEART & VASCULAR INSTITUTE | $8,000,000 | |
| THE GREENVILLE AREA COMMUNITY FOUNDATION | ||||||||
| 101 N LAFAYETTE | GREENVILLE | MI | 48838 | NONE | PC | FACILITY CONSTRUCTION | $41,500 | |
| TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS | ||||||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | NONE | PC | PATHWAYS TO SLEEPING BEAR | $40,000 | |
| 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 | $300,000 | 4809 WOODWARD AVENUE |
| WEDGWOOD CHRISTIAN SERVICES | ||||||||
| 3300 36TH ST SE | GRAND RAPIDS | MI | 49512 | NONE | PC | CAPITAL CAMPAIGN | $80,000 | |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | ||||||||
| 1000 E BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | SCULPTURE EXHIBITION PROGRAM | $4,343,000 | |
| WEST MICHIGAN TRAILS & GREENWAYS | ||||||||
| PO BOX 325 | COMSTOCK PARK | MI | 49321 | NONE | PC | OPERATING FUNDS | $45,000 | |
| YWCA WEST CENTRAL MICHIGAN | ||||||||
| 25 SHELDON BLVD SE | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,471,167 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,972,583 | 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 | $17,588 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,719,400 | 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 | $8,709,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,709,571 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MEIJER COMPANIES LIMITED SPECIAL TR | |||||||
| 1 | 2929 WALKER NW | GRAND RAPIDS | MI | 49544 | $17,606,438 | Yes (X) | |
| LENA MEIJER | |||||||
| 2 | 2929 WALKER NW | GRAND RAPIDS | MI | 49544 | $178,165 | Yes (X) | |
| MEIJER COMPANIES LIMITED | |||||||
| 3 | 2929 WALKER NW | GRAND RAPIDS | MI | 49544 | $7,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 742 SHS OF DIRECTV @ 52.89/SHARE 904 SHS OF FIRST CASH FINANCIAL SERVICE INC. @ 54.40/SHARE 3,850 SH | NoncashPropertyDesc |
| Fair Market Value | $178,165 | FairMarketValueAmt |
| Received | 2013-02-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $2,700 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
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 | $3,392,212 | BookValueAmt |
| EOYFMV | $3,596,189 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,696 | LegalFeesAmt |
| Net Investment Income | $8,348 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,348 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (32 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| K-1: ACCESS MIDSTREAM PARTNERS | $129,339 | $185,017 |
| K-1: BUCKEYE PARTNERS LP | $213,252 | $242,996 |
| K-1: CROSSTEX ENERGY LP | $18,400 | $18,906 |
| K-1: DCP MIDSTREAM PARTNERS LP | $130,142 | $138,966 |
| K-1: EQT MIDSTREAM PARTNERS LP | $49,442 | $73,782 |
| K-1: EL PASO PIPELINE PARTNERS | $43,204 | $36,720 |
| K-1: ENERGY TRANSFER PARTNERS | $43,660 | $50,666 |
| K-1: ENERGY TRANSFER EQUITY LP | $202,920 | $290,994 |
| K-1: ENTERPRISE PRODS PARTNERS | $314,715 | $348,075 |
| K-1: GENESIS ENERGY LP | $88,109 | $95,467 |
| K-1: KINDER MORGAN ENERGY PART | $136,951 | $124,620 |
| K-1: MAGELLAN MIDSTREAM PARTNE | $297,269 | $367,725 |
| K-1: MARKWEST ENERGY PARTNERS | $137,673 | $152,430 |
| K-1: OILTANKING PARTNERS LP | $42,013 | $53,070 |
| K-1: PLAINS ALL AMERICAN PIPEL | $352,345 | $330,810 |
| K-1: REGENCY ENERGY PARTNERS | $98,331 | $102,020 |
| K-1: SPECTRA ENERGY PARTNERS | $100,222 | $121,538 |
| K-1: SUNOCO LOGISTICS PARTNERS | $180,302 | $217,760 |
| K-1: TARGA RESOURCES PARTNERS | $82,690 | $95,186 |
| K-1: WESTERN GAS PARTNERS LP | $126,332 | $136,643 |
| PORTFOLIO ADVISORS SECONDARY F | $1,848,729 | $2,880,207 |
| K-1: PHILLIPS 66 PARTNERS LP | $13,753 | $18,662 |
| K-1: PLAINS GP HOLDINGS LP | $23,804 | $28,965 |
| K-1: PERENNIAL REAL ESTATE FUN | $832,238 | $1,023,180 |
| K-1: PPEO III FTE, LTD | $1,889,316 | $1,986,589 |
| K-1: MERRIWELL FUND LP | $155,257 | $125,828 |
| K-1: PINE GROVE INSTITUTIONAL | $89,213 | $89,213 |
| K-1: U.S. REAL ESTATE INVEST. | $2,693,164 | $3,731,830 |
| K-1: PALMER SQUARE OPPORTUNIST | $2,022,000 | $2,082,461 |
| K-1: HOPEN LIFE SCIENCE FUND | $540,000 | $630,000 |
| K-1: BDT CAPITAL PARTNERS FUND | $2,400,000 | $4,033,758 |
| K-1: LOST BOYS HOME DOCUMENTAR | $230,000 | $230,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NONALLOCABLE EXPENSE-PRI | $951 | $951 | |
| BANK SERVICE FEES | $270,043 | $135,022 | $135,021 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (39 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $17,370 | $17,370 |
| OTHER INCOME | $218 | $218 |
| K-1: HOPEN LIFE SCIENCE FUND II, L.P. | $0 | $2,153 |
| K-1: LOST BOY HOME DOCUMENTARY LLC | $0 | $0 |
| K-1: PALMER SQUARE OPPORTUNISTIC INVEST. | $0 | $54,966 |
| K-1: PERENNIAL REAL ESTATE FUND, LP | $0 | $18,373 |
| K-1: BDT CAPITAL PARTNERS FUND I-A, L.P. | $0 | -$59,632 |
| K-1: ACCESS MIDSTREAM PARTNERS LP | $0 | -$35 |
| K-1: BUCKEYE PARTNERS LP | $0 | -$53 |
| K-1: DCP MIDSTREAM PARTNERS LP | $0 | -$85 |
| K-1: EL PASO PIPELINE PARTNERS LP | $0 | $179 |
| K-1: ENTERPRISE PRODUCTS PARTNERS LP | $0 | -$214 |
| K-1: EQT MIDSTREAM PARTNERS, LP | $0 | -$51 |
| K-1: ENERGY TRANSFER EQUITY, L.P. | $0 | $597 |
| K-1: ENERGY TRANSFER PARTNERS LP | $0 | $375 |
| K-1: GENESIS ENERGY L.P. | $0 | $103 |
| K-1: HOLLY ENERGY PARTNERS LP | $0 | -$32 |
| K-1: KINDER MORGAN ENERGY PARTNERS LP | $0 | $4 |
| K-1: MAGELLAN MIDSTREAM PARTNERS LP | $0 | $6 |
| K-1: MPLX LP | $0 | -$20 |
| K-1: MARKWEST ENERGY PARTNERS LP | $0 | $1,002 |
| K-1: TARGA RESOURCES PARTNERS LP | $0 | -$189 |
| K-1: OIL TANKING PARTNERS LP | $0 | -$50 |
| K-1: ONEOK PARTNERS, L.P. | $0 | -$22 |
| K-1: PLAINS ALL AMERICAN PIPELINE LP | $0 | -$622 |
| K-1: PAA NATURAL GAS STORAGE LP | $0 | -$1 |
| K-1: PHILLIPS 66 PARTNERS LP | $0 | $0 |
| K-1: REGENCY ENERGY PARTNERS LP | $0 | -$65 |
| K-1: SPECTRA ENERGY PARTNERS LP | $0 | -$179 |
| K-1: TESORO LOGISTICS LP | $0 | $61 |
| K-1: VALERO ENERGY PARTNERS LP | $0 | $0 |
| K-1: WESTERN GAS EQUITY PARTNERS, LP | $0 | $34 |
| K-1: WILLIAMS PARTNERS LP | $0 | $0 |
| K-1: CROSSTEX ENERGY LP | $0 | $22 |
| K-1: PINE GROVE INSTITUTIONAL PARTNERS | $0 | -$13,074 |
| K-1: MERRIWELL FUND LIMITED PARTNERSHIP | $0 | -$1,511 |
| K-1: U.S. REAL ESTATE INVESTMENT FUND | $0 | $36,677 |
| K-1: AMERIGAS PARTNERS LP | $0 | -$11 |
| K-1: SUNOCO LOGISTICS LP | $0 | $114 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADJUSTMENTS OF CARRYING VALUE | $643,769 |
| PRIOR PERIOD ADJUSTMENT | $225,677 |
| BOOK TO TAX DIFFERENCES | $666,357 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $270,626 | $270,626 |
| OTHER MISC INVESTMENT EXPENSES | $34,420 | $34,420 |
| ADMIN/OFFICE EXPENSES | $69,528 | $69,528 |
| OTHER ALLOC EXPENSE-PRINCIPAL | $51,977 | $51,977 |
| TRUSTEE & EXECUTOR FEES-INC | $57,644 | $57,644 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $449 | $449 |
| FOREIGN TAX - QUAL DIVIDENDS | $36,675 | $36,675 |
| FOREIGN TAXES - NONQUALIFIED | $1,649 | $1,649 |
| REAL ESTATE TAXES | $54,079 | $54,079 |
| TAXES PAID FOR PY TAX RETURN | $10,000 | $0 |