DOUGLAS A AND MARGARET E DECAMPFOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS A AND MARGARET E DECAMPFOUNDATION (EIN 20-8293300)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349102478
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T12:45:34-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANOPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208293300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Douglas A & Margaret E DeCamp Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MATT NUSBAUM | InCareOfNm |
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 6169454700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 Cook Road | AddressLine1Txt |
| City | Hastings | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49058 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James DeCamp | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2699454700 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James | PersonFirstNm |
| Person Last | DeCamp | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,816,557 | 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 | $10,025 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $195,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $195,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $497,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,013,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $497,341 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $703,260 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $693,235 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,938 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,969 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,969 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,706 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,706 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,026 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,566 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $106,631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,905 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,726 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150,301 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,695 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $510,766 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $510,766 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $661,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $567,461 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,193 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $601,089 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,133 | CashBOYAmt |
| Cash EOY | $112,029 | CashEOYAmt |
| Cash EOYFMV | $112,029 | CashEOYFMVAmt |
| Other Investments BOY | $7,324,815 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,295,112 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,704,528 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,364,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,407,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,816,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,364,948 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,407,141 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,364,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,407,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,364,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,407,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,364,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,193 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,407,141 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,407,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALES OF MARKETABLE SECURITIES - ST | $134,665 | $136,242 | -$128 | -$1,577 | |
| SALES OF MARKETABLE SECURITIES - LT | $878,826 | $552,357 | $326,469 | $326,469 | |
| CAPITAL GAIN DIVIDENDS | $171,000 | P | |||
| CAPITAL GAIN DIVIDENDS | $171,000 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $497,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,355 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,355 | SubtotalAmt |
| Tax Based On Investment Income | $8,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,555 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | MATT NUSBAUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2699454700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 COOK ROAD | AddressLine1Txt |
| City | HASTINGS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49058 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Douglas A DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | President | 0.1 | $0 | $0 | $0 | |
| Bill Lawrence | |||||||||
| 171 Monroe Ave NW | Grand Rapids | MI | 49503 | Secretary | 0.1 | $0 | $0 | $0 | STE 410 |
| Richard Rathburn | |||||||||
| PO Box 352 | Grand Rapids | MI | 49501 | Treasurer | 0.1 | $0 | $0 | $0 | |
| James DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Executive Director | 0.1 | $0 | $0 | $0 | |
| Margaret DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
| Debra Vanderveen | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
| Kenneth DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
| Beverly Osterink | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
| Matthew DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,590,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,398 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,690,966 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,690,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,530,602 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $526,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $526,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,355 | TotalTaxAmt |
| Distributable Before Adj | $518,175 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $518,175 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $518,175 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $567,461 | 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 | $567,461 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $518,175 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,299 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $99,008 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $128,120 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $270,427 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $567,461 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $518,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,286 | RemainingDistriFromCorpusAmt |
| Total Corpus | $319,713 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $43,299 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $276,414 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $99,008 | ExcessFromYear2Amt |
| Excess From Year1 | $128,120 | ExcessFromYear1Amt |
| Excess From Current Year | $49,286 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS A DECAMP | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Willard G Pierce and Jessie M Pierce Foundation | ||||||||
| AKA Pierce Cedar Creek Institute | 701 W Cloverdale Road | Hastings | MI | 49058 | NONE | POF | Support for Late summer Night's Green support for Over the Creek, Thru the Woods support for Wild & Scenic Film Festival Support for 2021-22 ScienceStrong | $22,000 |
| Barry Community Foundation | ||||||||
| 231 South Broadway | Hastings | MI | 49058 | NONE | PC | Support for Barry County Blue Zones Project Support for Hastings Public Library - window replacement fund Support for Spirtual Care of W MI Endowment Fund | $255,000 | |
| Spectrum Health Foundation | ||||||||
| 100 Michigan St NE | Grand Rapids | MI | 49503 | NONE | PC | Support for Year 3 of 5 year pledge at $100k per year. Support for 2021 Pennock Julep Gala | $102,500 | |
| Delton Kellogg School | ||||||||
| 327 N Grove St | Delton | MI | 49046 | NONE | PC | Support for Band Concert - 80th Anniversary Pearl Harbor | $5,000 | |
| Thornapple Arts Council | ||||||||
| PO Box 36 | Hastings | MI | 49058 | PC | Support for Thornapple Plaza Entertainment sponsor. Support for Arts & Eats. Support for Auction for Arts. | $5,000 | ||
| Green Gables Haven | ||||||||
| PO Box 388 | Hastings | MI | 49058 | None | PC | Support for Domestic Violence Shelter operation | $50,000 | |
| Barry County United Way | ||||||||
| 231 S Broadway St | Hastings | MI | 49058 | None | PC | Support for Nashville Fire Dept-Medical First Response services | $15,266 | |
| Barry County Serenity Club | ||||||||
| 301 S Michigan Ave | Hastings | MI | 49058 | None | PC | Support for Treatment Programs | $3,500 | |
| Kiwanis Club of Hasting | ||||||||
| PO Box 38 | Hastings | MI | 49058 | None | NC | Support for Southeastern Elementary playground equipment. | $5,000 | |
| Friends of Hastings Performing Arts Center | ||||||||
| 520 West South Street | Hastings | MI | 49058 | None | PC | Support for 2021-22 Programming & Promotion | $12,500 | |
| Grand Rapids Symphony | ||||||||
| 300 Ottawa Ave NW 100 | Grand Rapids | MI | 49503 | None | PC | Support for Hastings School District collaboration. Support for Gateway to Music Concert | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $510,766 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Spectrum Health Foundation | |||||||
| 100 Michigan St NE | Grand Rapids | MI | 49503 | NONE | PC | Support for Years 4-5 of 5 year pledge at $100k per year | $200,000 |
| Barry County Community Foundation | |||||||
| 231 South Broadway | Hastings | MI | 49058 | None | PC | Support for years 4-5 of 5 year pledge for Blue Zones Activation | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $210,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $195,894 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $497,341 | 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 | $693,235 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $693,235 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Douglas Margaret DeCamp | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3485 West M-179 Highway | AddressLine1Txt |
| City | Hastings | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST & YOUNG LLP | CategoryTxt |
| Amt | $3,938 | Amt |
| Net Investment Income | $1,969 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,969 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2020-02-14 | $500 | PROVIDE GRANT FOR WILD & SCENIC FILM FESTIVAL | $500 | NO | 06/08/2021 | 2021-06-08 | REPORTING FROM THE PIERCE FOUNDATION INDICATES THAT THE FILM FESTIVAL WAS POSTPONED TO 2021 DUE TO COVID-19 RESTRICTIONS. HOWEVER, THE PIERCE FOUNDATION EXPENDED $1,700 DURING 2020 RELATED TO A LICENSE FEE FOR THE EVENT. THE POSTPONED EVENT WILL BE HELD IN OCTOBER 2021. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2020-02-14 | $2,500 | PROVIDE GRANT FOR LATESUMMER NIGHT'S GREEN - REGAL FRITILLARY | $2,500 | NO | 06/08/2021 | 2021-06-08 | CONFIRMED FUNDS WERE EXPENDED AS PART OF THE PIERCE FOUNDATION'S ANNUAL OPERATING EXPENSES, INCLUDING $105,000 EXPENDED FOR SUMMER RESEARCH GRANTS. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2020-02-14 | $500 | PROVIDE SPONSORSHIP FOR OVER CREEK, THRU WOODS TRAIL RUN | $500 | NO | 06/08/2021 | 2021-06-08 | CONFIRMED FUNDS WERE EXPENDED AS PART OF THE PIERCE FOUNDATION'S ANNUAL OPERATING EXPENSES. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2020-10-29 | $15,000 | PROVIDE CHALLENGE GRANT FOR SCIENCE STRONG 2020-2021 | $15,000 | NO | 03/10/2021 | 2021-03-10 | THE REPORTING FROM THE PIERCE FOUNDATION INDICATES THAT $19,044 WAS DONATED BY OTHER MEMBERS IN 2020 FOR THE SCIENCE STRONG PROGRAM, EXCEEDING THE CHALLENGE GRANT. FUNDS EXPENDED FOR THE SCIENCE STRONG PROGRAM IN 2020 TOTALED $50,251, EXCEEDING THE AMOUNT GRANTED BY THE DECAMP FOUNDATION. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2021-05-12 | $1,500 | PROVIDE GRANT FOR WILD & SCENIC FILM FESTIVAL | $1,500 | NO | 01/19/2022 | 2022-01-19 | Expenses in 2021 were $1,074, total revenue was $4,703. Net Income was $3,629. Income from this event was budgeted at $6,000 (Because this event was postponed from last year, $2,049 in expenses were incurred in 2020). All of the net income from this fundraiser was used to support educational program, staff, and facilities required to fulfill mission of environmental education. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2021-05-12 | $2,500 | PROVIDE GRANT FOR LATESUMMER NIGHT'S GREEN | $2,500 | NO | 01/19/2022 | 2022-01-19 | This event is annual, largest fundraiser. Together with approximately $40,300 in additional funds raised, these donations helped fund operations at the Institute, especially the summer research program that provided about $88,700 in grant stipends to college research students and faculty. A total of 9 research, writing, and art projects and 4 natural resource fellowships were funded in 2021, with a total of 15 students and 8 faculty mentors receiving support. All funds raised were spent. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2021-05-12 | $500 | Over the Creek & Through the Woods Trail Run | $500 | NO | 01/19/2022 | 2022-01-19 | Expenses were $2,387, income was $6,955. Net Income was $4,568. These funds were spent to support the Institute's general operating efforts, including school programming, community education, and stewardship of the property. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2021-10-26 | $17,500 | PROVIDE CHALLENGE GRANT FOR 2019-20 SCIENCE STRONG CAMPAIGN | $17,500 | NO | 01/19/2022 | 2022-01-19 | THE REPORTING FROM THE PIERCE FOUNDATION INDICATES THAT $20,762 WAS DONATED BY OTHER MEMBERS IN 2021 FOR THE SCIENCE STRONG PROGRAM, EXCEEDING THE CHALLENGE GRANT. FUNDS EXPENDED FOR THE SCIENCE STRONG PROGRAM IN 2021 TOTALED $63,888, EXCEEDING THE AMOUNT GRANTED BY THE DECAMP FOUNDATION. |
| Kiwanis International Inc | |||||||||||
| PO Box 38 | Hastings | MI | 49058 | 2021-11-01 | $5,000 | This remittance was for the direct benefit of Hastings Area Schools - Southeastern Elementary | $5,000 | NO | 05/11/2022 | 2022-05-11 | Kiwanis remitted total funds of $44,152 directly to the playground equipment supplier, GameTime, c/o Sinclair Recreation to purchase the equipment for this project. The project involved installation of playground equipment for Hastings Area Schools - Southeastern Elementary. The entire amount of the Foundation's grant were expended as part of this project. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GRAND WEALTH MGMT: | AT COST | ||
| DFA INTERNATIONAL CORE EQUITY | $1,363,624 | $1,909,946 | |
| DFA US CORE EQUITY | $2,084,654 | $4,547,043 | |
| DFA EMERGING MRKTS CORE EQU PO | $531,477 | $720,290 | |
| DFA REAL ESTATE SEC PRTF INSTL | $252,187 | $375,269 | |
| DFA GLOBAL CORE PLUS FIXED INC | $837,047 | $848,838 | |
| VANGUARD BD INDEX FDS TOTAL BN | $1,320,675 | $1,375,153 | |
| VANGUARD SCOTTSDALE FDS | $905,448 | $927,989 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COUNCIL OF MI FDN FEES | $2,800 | $2,800 | |
| STATE OF MI ANNUAL REPORT | $20 | $20 | |
| FHI MANAGEMENT EXPENSES | $100,111 | $50,056 | $50,055 |
| SOFTWARE SUPPORT | $3,700 | $1,850 | $1,850 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GWM (FIDELITY) ACCOUNT FEES | CategoryTxt |
| Amt | $33,706 | Amt |
| Net Investment Income | $33,706 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - GWM (FIDELITY) | $4,566 | $4,566 |
| FEDERAL EXCISE TAXES | $1,460 |
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