2023-11-14T11:38:36-06:00 2022-12-31 861065772 DELOITTE TAX LLP 37 OTTAWA AVENUE NW SUITE 600 GRAND RAPIDS MI 495032627 990PF 2022-01-01 383035978 CDV5 FOUNDATION CDV5 6166434700 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 JEFFREY S BOWERMAN VP OF TAX 6166434700 2023-11-14 1 JEFFREY BOWERMAN 999009999 0 LAURA PISTRO P00227729 6163367900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 75714471 X 0 X 358465 395738 497916 1538356 15343178 15682778 948598 16539159 16687514 0 0 0 364524 246647 115492 51415 6415 0 415939 253062 115492 4247500 4247500 4663439 253062 4362992 11875720 16434452 398120 -41915 -41915 10000 1566854 31897438 30619644 60238658 42233804 44886742 250000 250000 250000 62463632 74339327 75714471 25 0 25 0 X 0 0 0 0 62463607 74339327 62463607 74339327 62463632 74339327 62463607 11875720 0 74339327 0 74339327 KEURIG DR PEPPER INC. P 2020-06-11 2022-07-05 1245422 841860 403562 403562 KEURIG DR PEPPER INC. P 2020-09-08 2022-07-05 292934 198580 94354 94354 FROM PARTNERSHIPS - SEE STATEMENT P 2022-01-01 2022-12-31 14845262 14845262 15343178 228439 0 228439 0 228439 40552 0 225000 0 265552 0 37113 37113 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MI 1 0 0 0 0 1 CDV5FOUNDATION.ORG ROBERT H SCHIERBEEK 6166434700 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUZANNE C DEVOS 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 PRESIDENT/DIRECTOR 1.00 0 0 0 ROBERT H SCHIERBEEK 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 COO/VP/DIRECTOR 0.10 0 0 0 JEFFREY S BOWERMAN 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 VP OF TAX 0.10 0 0 0 SUSAN E VALCQ 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 TREASURER/SECRETARY 0.10 0 0 0 NICHOLAS J THOLE 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 VICE PRESIDENT 0.10 0 0 0 JASON ZYLSTRA 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 FOUNDATION MANAGER 4.00 0 0 0 PAMELA PARRIOTT 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 FOUNDATION MANAGER 8.00 0 0 0 DOUGLAS L DEVOS 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 DIRECTOR 0.00 0 0 0 HANNAH J SHUE 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 DIRECTOR 0.00 0 0 0 KATELYN S RENKER 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 DIRECTOR 0.00 0 0 0 NONE 0 OTTAWA AVENUE PRIVATE CAPITAL 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 MANAGEMENT FEE 212047 RDV CORPORATION 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 MANAGEMENT FEE 151581 0 0 13582182 86097 64058558 77726837 0 0 77726837 1165903 76560934 3828047 3828047 228439 228439 3599608 0 3599608 0 3599608 4362992 0 4362992 3599608 0 0 5703474 5211084 4495304 4544489 1629067 21583418 4362992 0 0 0 3599608 763384 0 0 22346802 0 0 0 0 0 0 5703474 16643328 5211084 4495304 4544489 1629067 763384 SUZANNE C DEVOS SUZANNE C DEVOS 200 MONROE AVENUE NW GRAND RAPIDS MI 49503 6166434700 DETAILS AVAILABLE AT CDV5FOUNDATION.ORG NONE MORE INFORMATION ON THE FOUNDATION'S FUNDING PRIORITIES IS AVAILABLE AT CDV5FOUNDATION.ORG ALL BELONG CENTER FOR INCLUSIVE EDUCATION 4340 BURLINGAME AVE SW WYOMING MI 49509 NONE PC GENERAL OPERATING 15000 ARTPRIZE GRAND RAPIDS PO BOX 3340 GRAND RAPIDS MI 49501 NONE PC GENERAL OPERATING 25000 AYA YOUTH COLLECTIVE 320 STATE ST SE GRAND RAPIDS MI 49503 NONE PC GENERAL OPERATING 20000 BASE CAMP URBAN OUTREACH 1675 BALDWIN STREET JENISON MI 49428 NONE PC GENERAL OPERATING 20000 BAXTER COMMUNITY CENTER 935 BAXTER SE GRAND RAPIDS MI 49506 NONE PC PROJECT/PROGRAM - EARLY EDUCATION 30000 BETHANY CHRISTIAN SERVICES INC 901 EASTERN AVENUE NE PO BOX 294 GRAND RAPIDS MI 49503 NONE PC PROJECT/PROGRAM - FAMILY PRESERVATION PROGRAM EXPANSION 40000 BEYOND26 INC 3040 IVANREST AVENUE SW GRANDVILLE MI 494182943 NONE PC GENERAL OPERATING 10000 BOYS & GIRLS CLUBS OF GRAND RAPIDS 235 STRAIGHT AVE NW GRAND RAPIDS MI 49504 NONE PC GENERAL OPERATING 100000 BRIDGE STREET MINISTRIES 1054 BRIDGE ST NW GRAND RAPIDS MI 49504 NONE PC GENERAL OPERATING 15000 CHICAGO CUBS CHARITIES 1060 WEST ADDISON STREET CHICAGO IL 606134566 NONE PC GENERAL OPERATING 10000 CHILDRENS ADVOCACY CENTER OF KENT COUNTY 2855 MICHIGAN ST NE GRAND RAPIDS MI 49506 NONE PC GENERAL OPERATING 30000 COMMUNITY FOOD CLUBS 1100 DIVISION AVE GRAND RAPIDS MI 49507 NONE PC GENERAL OPERATING 30000 COREWELL HEALTH FOUNDATION 100 MICHIGAN NE GRAND RAPIDS MI 49503 NONE PC PROJECT/PROGRAM - CLINICAL PASTORAL EDUCATION 50000 COREWELL HEALTH FOUNDATION 100 MICHIGAN NE GRAND RAPIDS MI 49503 NONE PC CAPITAL CAMPAIGN 150000 D A BLODGETT-ST JOHNS 805 LEONARD ST NE GRAND RAPIDS MI 49503 NONE PC CAPITAL CAMPAIGN 100000 DEGAGE MINISTRIES 139 SHELDON AVE SE GRAND RAPIDS MI 495034211 NONE PC GENERAL OPERATING 30000 ENVISION FOUNDATION INC 610 N MAIN 4TH FLOOR WICHITA KS 672033618 NONE PC PROJECT/PROGRAM - EQUIPMENT ACQUISITION 325000 EXALTA HEALTH 2060 DIVISION AVE S GRAND RAPIDS MI 49507 NONE PC GENERAL OPERATING 50000 FAMILY PROMISE OF GRAND RAPIDS 516 CHERRY STREET SE GRAND RAPIDS MI 49503 NONE PC GENERAL OPERATING 20000 FELLOWSHIP OF CHRISTIAN ATHLETES 519 PARK PLACE DRIVE NE ROCKFORD MI 49341 NONE PC GENERAL OPERATING 30000 FREDERIK MEIJER GARDENS AND SCULPTURE PARK 1000 E BELTLINE AVE NE GRAND RAPIDS MI 49525 NONE PC PROJECT/PROGRAM - ART AND SCIENCE OF OBSERVATION 7500 GILDA'S CLUB GRAND RAPIDS 1806 BRIDGE STREET NW GRAND RAPIDS MI 49504 NONE PC GENERAL OPERATING 20000 GRAND ACTION FOUNDATION 20 125 OTTAWA NW STE 152 GRAND RAPIDS MI 49503 NONE PC CAPITAL CAMPAIGN 50000 GRAND RAPIDS ART MUSEUM 101 MONROE CENTER STREET NW GRAND RAPIDS MI 49503 NONE PC GENERAL OPERATING 15000 GRAND RAPIDS ART MUSEUM 101 MONROE CENTER STREET NW GRAND RAPIDS MI 49503 NONE PC CAPITAL CAMPAIGN 50000 GRAND RAPIDS CHILDREN'S MUSEUM 11 SHELDON AVENUE NE GRAND RAPIDS MI 49503 NONE PC GENERAL OPERATING 40000 GRAND RAPIDS CHRISTIAN SCHOOLS 2400 PLYMOUTH AVE SE GRAND RAPIDS MI 49506 NONE PC PROJECT/PROGRAM - EAGLE ATHLETIC BOOSTERS 10000 GRAND RAPIDS CHRISTIAN SCHOOLS 2400 PLYMOUTH AVE SE GRAND RAPIDS MI 49506 NONE PC CAPITAL CAMPAIGN 800000 GRAND RAPIDS COMMUNITY FOUNDATION 185 OAKES SW GRAND RAPIDS MI 49503 NONE PC PROJECT/PROGRAM - NONPROFIT TECHNICAL ASSISTANCE FUND 2022 20000 GRAND RAPIDS INITIATIVE FOR LEADERS PO BOX 7865 GRAND RAPIDS MI 49510 NONE PC GENERAL OPERATING 20000 GRAND RAPIDS PUBLIC LIBRARY FOUNDATION 111 LIBRARY PLAZA NE GRAND RAPIDS MI 495033268 NONE PC PROJECT/PROGRAM - HOTSPOTS PROGRAM 10000 GRAND RAPIDS PUBLIC SCHOOLS FOUNDATION THE LEDYARD BLDG 125 OTTAWA AVE NW STE 210 GRAND RAPIDS MI 49503 NONE PC PROJECT/PROGRAM - GR8 SPORTS, GREAT KIDS 135000 GRANDVILLE AVENUE ARTS AND HUMANITIES INC 644 GRANDVILLE AVENUE SW GRAND RAPIDS MI 49503 NONE PC GENERAL OPERATING 30000 GUIDING LIGHT MISSION INC 255 DIVISION AVE S GRAND RAPIDS MI 495034538 NONE PC GENERAL OPERATING 10000 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVENUE SW SUITE 100 GRAND RAPIDS MI 49503 NONE PC GENERAL OPERATING 50000 HELEN DEVOS CHILDREN'S HOSPITAL FOUNDATION 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 NONE PC GENERAL OPERATING 35000 HOME REPAIR SERVICES OF KENT COUNTY INC 1100 SOUTH DIVISION AVE GRAND RAPIDS MI 49507 NONE PC GENERAL OPERATING 15000 HOPE COLLEGE - PHILANTHROPY AND ENGAGEMENT PO BOX 9000 HOLLAND MI 49422 NONE PC GENERAL OPERATING 25000 HOPE NETWORK 3075 ORCHARD VISTA SE GRAND RAPIDS MI 49546 NONE PC PROJECT/PROGRAM - YOUR UNTAPPED POTENTIAL 50000 HOUSING KENT 401 HALL STREET SW STE 385 GRAND RAPIDS MI 49503 NONE PC GENERAL OPERATING 100000 INNER CITY CHRISTIAN FEDERATION 415 FRANKLIN ST SE STE 100 GRAND RAPIDS MI 49507 NONE PC PROJECT/PROGRAM - FAMILY HAVEN EMERGENCY SHELTER 15000 INTERNATIONAL JUSTICE MISSION PO BOX 58147 WASHINGTON DC 20037 NONE PC GENERAL OPERATING 25000 JOHN BALL ZOO 1300 W FULTON ST GRAND RAPIDS MI 49504 NONE PC CAPITAL CAMPAIGN 50000 KEYSTONE COMMUNITY CHURCH 655 SPAULDING AVE SE ADA MI 49301 NONE PC GENERAL OPERATING 100000 KEYSTONE COMMUNITY CHURCH 655 SPAULDING AVE SE ADA MI 49301 NONE PC CAPITAL CAMPAIGN 150000 KIDS HOPE USA INC 201 W WASHINGTON AVE SUITE 20 ZEELAND MI 49464 NONE PC GENERAL OPERATING 20000 KIDS' FOOD BASKET 1300 PLYMOUTH AVE NE GRAND RAPIDS MI 49505 NONE PC GENERAL OPERATING 100000 MARY FREE BED REHABILITATION HOSPITAL 235 WEALTHY ST SE GRAND RAPIDS MI 49503 NONE PC PROJECT/PROGRAM - WHEELCHAIR AND ADAPTIVE SPORTS 15000 MENTAL HEALTH FOUNDATION OF WEST MICHIGAN 160 68TH STREET SW GRAND RAPIDS MI 495487114 NONE PC CAPITAL CAMPAIGN 100000 NEW CITY KIDS INC 936 ALPINE AVE NW GRAND RAPIDS MI 49504 NONE PC GENERAL OPERATING 25000 NEW CITY NEIGHBORS 1115 LEONARD ST NE GRAND RAPIDS MI 495031233 NONE PC CAPITAL CAMPAIGN 30000 NEXT STEP OF WEST MICHIGAN 100 GARDEN ST SE GRAND RAPIDS MI 49507 NONE PC GENERAL OPERATING 25000 OAKDALE NEIGHBORS 1260 KALAMAZOO AVE SE GRAND RAPIDS MI 49507 NONE PC GENERAL OPERATING 10000 OPPORTUNITY RESOURCE FUND 330 MARSHALL STREET STE 105 LANSING MI 48912 NONE PC PROJECT/PROGRAM - SMALL AND MINORITY BUSINESS FINANCING PILOT 25000 PARTNERS WORLDWIDE 6139 TAHOE DRIVE SE GRAND RAPIDS MI 49456 NONE PC GENERAL OPERATING 30000 POTTER'S HOUSE 810 VAN RAALTE DRIVE SW GRAND RAPIDS MI 49509 NONE PC GENERAL OPERATING 75000 REHOBOTH CHRISTIAN SCHOOL ASSOCIATION PO BOX 41 REHOBOTH NM 873220041 NONE PC GENERAL OPERATING 100000 ROOSEVELT PARK MINISTRIES INC 1530 GRANDVILLE AVE SW GRAND RAPIDS MI 49503 NONE PC GENERAL OPERATING 35000 SAFE HAVEN MINISTRIES INC 2627 BIRCHCREST DR SE GRAND RAPIDS MI 49506 NONE PC GENERAL OPERATING 50000 TALL TURF MINISTRIES 2010 KALAMAZOO AVE SE GRAND RAPIDS MI 49507 NONE PC GENERAL OPERATING 50000 THE OTHER WAY MINISTRIES 839 SIBLEY ST NW GRAND RAPIDS MI 49504 NONE PC GENERAL OPERATING 20000 THE RONALD MCDONALD HOUSE OF WESTERN MICHIGAN INC 1323 CEDAR ST NE GRAND RAPIDS MI 495031326 NONE PC GENERAL OPERATING 10000 WEDGWOOD CHRISTIAN SERVICES 3300 36TH STREET SE GRAND RAPIDS MI 49512 NONE PC GENERAL OPERATING 50000 WEST MICHIGAN AVIATION ACADEMY FOUNDATION 5363 44TH ST SE GRAND RAPIDS MI 49512 NONE PC GENERAL OPERATING 15000 WEST MICHIGAN AVIATION ACADEMY FOUNDATION 5363 44TH ST SE GRAND RAPIDS MI 49512 NONE PC CAPITAL CAMPAIGN 90000 WEST MICHIGAN CONSTRUCTION INSTITUTE 801 CENTURY AVE SW GRAND RAPIDS MI 495035001 NONE PC CAPITAL CAMPAIGN 100000 WOMEN'S RESOURCE CENTER 678 FRONT AVE NW SUITE 180 GRAND RAPIDS MI 49504 NONE PC PROJECT/PROGRAM - NEW BEGINNINGS 50000 WOMEN'S RESOURCE CENTER 678 FRONT AVE NW SUITE 180 GRAND RAPIDS MI 49504 NONE PC CAPITAL CAMPAIGN 250000 YOUNG LIFE - CENTRAL GRAND RAPIDS PO BOX 68206 GRAND RAPIDS MI 495168206 NONE PC GENERAL OPERATING 25000 YOUNG MONEY FINANCES 454 CRAWFORD STREET SE GRAND RAPIDS MI 495071838 NONE PC GENERAL OPERATING 15000 4247500 AYA YOUTH COLLECTIVE 320 STATE ST SE GRAND RAPIDS MI 49503 NONE PC GENERAL OPERATING 40000 HOUSING KENT 401 HALL STREET SW STE 385 GRAND RAPIDS MI 49503 NONE PC GENERAL OPERATING 200000 ROOSEVELT PARK MINISTRIES INC 1530 GRANDVILLE AVE SW GRAND RAPIDS MI 49503 NONE PC GENERAL OPERATING 35000 275000 14 358465 14 15682778 18 497916 0 16539159 0 16539159 0 0 0 0 0 0 0 0 0 0 INNOVATION TECH INVESTORS, LLC (SERIES B COMMON) 631173 0 MULTIPLAN CORPORATION (COMMON STOCK) 935681 338199 VANGUARD EMERGING MARKETS STOCK INDEX ADMIRAL 905000 898322 VANGUARD DEVELOPED MARKETS INDEX ADMIRAL 5145000 5341058 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 11380000 11141683 FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 1821284 1913462 ISHARES GLOBAL INFRASTRUCTURE ETF 1425343 1418977 VANGUARD SHORT-TERM BOND INDEX ADMIRAL 1495000 1486619 NORTHERN ULTRA-SHORT FIXED INCOME 1100000 1102920 VANGUARD TOTAL BOND MARKET INDEX ADMIRAL 3295000 3240283 VANGUARD HIGH-YIELD CORPORATE ADMIRAL 3655000 3629164 NORTHERN INSTITUTIONAL FUNDS - U.S. GOVERNMENT PORTFOLIO 108957 108957 BDT CAPITAL PARTNERS ANNEX FUND I-A, LP FMV 4117970 8502626 BDT RYE HOLDINGS, LLC FMV 2756027 2649821 FREEDOM CAPITAL MANAGEMENT, LP FMV 25844316 25844316 PRUDENTIAL CAPITAL PARTNERS V, LP FMV 5260955 4149221 ROUNDTABLE HEALTHCARE CAPITAL PARTNERS III, LP FMV 4130329 3525044 INNOVATION TECH INVESTORS, LLC (SENIOR TERM LOAN) FMV 124207 113025 FREEDOM ASSET MANAGEMENT, LP II FMV 0 102689 ICCF - NOTE RECEIVABLE 250000 250000 250000 FROM PARTNERSHIPS - PER BOOKS 15682778 0 15682778 FROM PARTNERSHIPS - SEE STATEMENT 0 948598 0 MISC. PAYABLES 25 0 MANAGEMENT FEES 363629 246647 114597 CONSULTING FEES 540 0 540 BANK/CUSTODIAL FEES 355 0 355 FEDERAL EXCISE TAX 20000 0 0 FEDERAL INCOME TAX 25000 0 0 FOREIGN TAXES 6415 6415 0