2022-01-12T10:17:52-06:00 2021-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990PF 2020-07-01 386052788 JOHN E FETZER INSTITUTE INC JOHN 2693752000 9292 WEST KL AVENUE KALAMAZOO MI 490095316 BRADLEY S MILLER TREASURER 2693752000 2021-12-21 1 BRADLEY MILLER 999009999 DORI J EGGETT P00645252 2695674500 2021-12-21 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 817338424 X 93456319 5998261 10663447 56866081 186967902 32775605 49800 862776 156370461 44301828 2103170 0 2080143 5165067 15813 5086962 2967307 15767 2965962 181072 0 178567 70640 16750 70640 4481712 1458084 2834709 150935 0 150935 1660614 127158 0 1044163 0 566011 0 572768 82160 0 67287 48537 0 48601 1683406 3902849 1661463 20204794 5536421 15718037 15737796 8325979 35942590 5536421 24044016 120427871 38765407 716638 947728 947728 1000000 0 1000000 1000000 1000000 141 84383 84383 82428113 96181636 96181636 67028341 81564162 81564162 401476672 619744727 619744727 35979588 19271226 12232978 16708362 16708362 1173571 1107426 1107426 566056454 817338424 817338424 1903837 3890501 6924109 7408028 8586524 9311865 19401134 X 556744589 797937290 556744589 797937290 566056454 817338424 556744589 120427871 120764830 797937290 0 797937290 K-1 SHORT TERM P 2020-12-01 2021-06-30 38252 38252 38252 K-1 LONG TERM P 2018-12-01 2021-06-30 14085651 14085651 14085651 NORTHERN TRUST - LONG TERM P 2015-12-01 2021-06-30 84757279 74068524 10688755 10688755 NORTHERN TRUST - SHORT TERM P 2020-12-01 2021-06-30 102210623 94247676 7962947 7962947 32775605 538839 0 538839 0 538839 563623 0 10000 0 573623 0 34784 34784 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA FL MI 1 0 1 0 0 1 WWW.FETZER.ORG BRADLEY S MILLER 2693752000 9292 WEST KL AVENUE KALAMAZOO MI 490095316 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT A BOISTURE 9292 WEST KL AVENUE KALAMAZOO MI 49009 PRESIDENT & CEO & TRUSTEE 40.00 577782 79432 471 JONATHAN A LEVER 9292 WEST KL AVENUE KALAMAZOO MI 49009 EXECUTIVE VICE PRESIDENT & COO 40.00 402891 67196 0 CAROLYN T BROWN 9292 WEST KL AVENUE KALAMAZOO MI 49009 CHAIRPERSON OF BOARD 20.00 234834 0 0 BRADLEY S MILLER 9292 WEST KL AVENUE KALAMAZOO MI 49009 TREASURER & DIRECTOR OF FINANCE 40.00 225797 49934 0 ROBERT F LEHMAN 9292 WEST KL AVENUE KALAMAZOO MI 49009 PRESIDENT EMERITUS & TRUSTEE 40.00 185897 39085 0 KATHLEEN M CAVANAUGH 9292 WEST KL AVENUE KALAMAZOO MI 49009 PLANNING OFFICER/CORPORATE SECRETARY 40.00 173793 28958 0 DANIEL J CARDINALI 9292 WEST KL AVENUE KALAMAZOO MI 49009 TRUSTEE 8.00 86336 0 0 BRUCE M CARLSON 9292 WEST KL AVENUE KALAMAZOO MI 49009 TRUSTEE 8.00 86336 0 0 JENNIFER BAILEY HELDMAN 9292 WEST KL AVENUE KALAMAZOO MI 49009 TRUSTEE 8.00 43168 0 0 LYNNE TWIST 9292 WEST KL AVENUE KALAMAZOO MI 49009 TRUSTEE 8.00 86336 0 0 WILLIAM F VENDLEY 9292 WEST KL AVENUE KALAMAZOO MI 49009 SENIOR ADVISOR WORLD 40.00 249870 46178 0 KURIAN THOMAS 9292 WEST KL AVENUE KALAMAZOO MI 49009 VICE PRESIDENT SPIRI 40.00 208746 48220 0 TIMOTHY J JONES 9292 WEST KL AVENUE KALAMAZOO MI 49009 VICE PRESIDENT OPERA 40.00 211757 42634 0 LAKEESHA SMITH 9292 WEST KL AVENUE KALAMAZOO MI 49009 VICE PRESIDENT ORGAN 40.00 162211 27307 0 ANGELA H GRAHAM 9292 WEST KL AVENUE KALAMAZOO MI 49009 DIRECTOR SOUTHWEST M 40.00 154493 26815 0 43 THE CHRISTMAN COMPANY 634 FRONT AVE NW SUITE 500 GRAND RAPIDS MI 49504 BUILDING CONTRACTOR 3021607 RW LAPINE INC PO BOX 2045 KALAMAZOO MI 49003 MECHANICAL CONTRACTOR 653460 MAY GENERAL CONTRACTING 7940 W N AVE KALAMAZOO MI 49009 BUILDING CONTRACTOR 471145 TM GROUP INC 27555 EXECUTIVE DR STE 100 FARMINGTON HILLS MI 48331 SOFTWARE CONSULTING 329519 MACKENZIE INVESTMENTS TWO INTERNATIONAL PLACE SUITE 2320 BOSTON MA 02110 INVESTMENT MANAGEMENT 307754 36 SPIRITUAL TRANSFORMATION:THE INSTITUTE BELIEVES THAT TENDING TO THE SPIRITUAL DIMENSION OF LIFE IS ESSENTIAL FOR A MORE LOVING WORLD. THE INSTITUTE INVESTS IN PROJECTS AND PARTNERS THAT ENCOURAGE REFLECTIVE PRACTICES, CREATE INTERFAITH UNDERSTANDING, AND HONOR INDIVIDUAL SPIRITUAL PATHS. EXAMPLES OF PARTNERS ADVANCING THIS WORK INCLUDE: 1) INDEPENDENT SECTOR AND ITS EFFORTS TO BRING INNER WORK PRACTICES TO CIVIL SOCIETY; 2) BRANDEIS UNIVERSITY AND THEIR CHAPLAINCY INNOVATION LAB TO NETWORK AND NURTURE THE FIELD OF CHAPLAINCY; 3) WORLD CONFERENCE OF RELIGIONS FOR PEACE FOR MULTI-FAITH SOLUTIONS TOWARD WORLD CHALLENGES; AND 4) COMMONWEAL'S EFFORT TO DEVELOP AND PILOT A SPIRITUAL RESIDENCY PROGRAM FOR YOUNG ADULTS. 6267240 DEMOCRACY:TO HELP HEAL THE HEART OF US DEMOCRACY, THE INSTITUTE BELIEVES THAT WE NEED TO UPHOLD SPIRITUAL AND MORAL VIRTUES THAT ENABLE US ALL TO FLOURISH AND CONTRIBUTE TO A SHARED VISION FOR OUR COMMUNITIES AND COUNTRY. TO THAT END, THE INSTITUTE SUPPORTS RESOURCE DEVELOPMENT, TRAININGS, RESEARCH, AND FAITH-BASED APPROACHES TO BRIDGING DIVIDES. EXAMPLES OF PARTNERS ADVANCING THIS WORK INCLUDE: 1) ROCKEFELLER PHILANTHROPY ADVISORS FOR THE NEW PLURALISTS PHILANTHROPIC COLLABORATION FOR BRIDGE-BUILDING EFFORTS; 2) SOCIAL SCIENCE RESEARCH CENTER TO SUPPORT NEW SCHOLARSHIP ON DEMOCRACY AND RELIGION; 3) MILLENIAL ACTION PROJECT'S WORK TO ENCOURAGE BRIDGE-BUILDING AMONG YOUNG LAWMAKERS; AND 4) PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT'S MINI-GRANT PROGRAM TO ENCOURAGE FAITH AND CIVIC ENGAGEMENT PROJECTS AROUND THE COUNTRY. 3894638 MOVEMENT BUILDING:THE INSTITUTE BELIEVES ITS WORK MUST HELP INDIVIDUALS, COMMUNITIES, AND SOCIETIES MOVE FROM FEELINGS OF SEPARATION AND FEAR TO WHOLENESS AND LOVE. FETZER'S MOVEMENT BUILDING WORK INVESTS IN RESOURCES AND COMMUNICATION PLATFORMS THAT HELP AMPLIFY AND CATALYZE AN EXPANDING MOVEMENT OF SPIRITUAL AWARENESS AND TRANSFORMATION. EXAMPLES OF KEY PARTNERS ADVANCING THIS WORK ARE 1) ON BEING PROJECT FOR UNDERWRITING OF THE MEDIA ENTITY ON BEING WITH KRISTA TIPPET, CAPACITY BUILDING, AND PROGRAM COLLABORATION; 2) OCEANIC PRESERVATION SOCIETY FOR THE IMPACT CAMPAIGN FOR THE FILM MISSION: JOY ABOUT ARCHBISHOP DESMOND TUTU AND THE DALAI LAMA; AND 3) MEDIATORS FOUNDATION FOR THE FILM REUNITED STATES ADDRESSING SOLUTIONS FOR POLITICAL POLARIZATION IN AMERICA. 2613100 EDUCATION:THE INSTITUTE BELIEVES THAT SPIRITUAL AWARENESS AND CONTEMPLATIVE PEDAGOGY ARE NECESSARY FOR CHILDREN TO THRIVE. THE INSTITUTE INVESTS IN CURRICULA, DEMONSTRATION PROJECTS, AND THOUGHT LEADERSHIP THAT SUPPORTS WHOLE-PERSON EDUCATION. EXAMPLES OF PARTNERS ADVANCING THIS WORK INCLUDE: 1) OPEN FUTURE INSTITUTE TO CREATE A QUESTION-BASED EDUCATION CURRICULUM FOR HIGH SCHOOL STUDENTS; 2) WISDOM THINKERS NETWORK FOR RESEARCH ON WISDOM STORIES CURRICULUM IN K-5 SCHOOLS; AND 3) INWARD BOUND MINDFULNESS EDUCATION FOR MINDFULNESS-BASED TEEN RETREATS. 1005000 0 683760755 542281 0 684303036 0 0 684303036 10264546 674038490 33701925 33701925 538839 538839 33163086 0 33163086 0 33163086 24044016 0 881702 24925718 0 24925718 33163086 10801864 0 0 24925718 10801864 0 0 14123854 0 0 0 0 0 0 0 0 19039232 0 0 0 X ACADEMY OF MANAGEMENT 555 PLEASANTVILLE RD - STE N200 BRIARCLIFF MANOR NY 10510 PC SUPPORT DUE TO FINANCIAL HARDSHIP THROUGH THE COVID-19 PANDEMIC 20000 ALLIANCE FOR THE SHENANDOAH VALLEY PO BOX 674 NEW MARKET VA 22844 PC GENERAL SUPPORT 10000 ASHOKA 1700 N MOORE ST STE 2000 ARLINGTON VA 22209 PC SPONSORSHIP OF THE 2021 ASHOKA U EXCHANGE 25000 BALLOT INITIATIVE STRATEGY CENTER FOUNDATION 1660 L ST NW STE 605 WASHINGTON DC 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SUPPORTING IMPACT CAMPAIGN FOR MISSION JOY FILM 250000 OHIO ORGANIZING COLLABORATIVE 25 EAST BOARDMAN ST SUITE 428 YOUNGSTOWN OH 44503 PC IN SUPPORT OF THE AMOS PROJECT 15000 ON BEING PROJECT 1619 HENNEPIN AVENUE SOUTH MINNEAPOLIS MN 55403 PC IN PROGRAM COLLABORATION 713605 ONE AMERICA MOVEMENT 1342 FLORIDA AVE NW WASHINGTON DC 20009 PC IN SUPPORT OF SCIENCE-BASED TRAINING ON POLARIZATION FOR FAITH LEADERS 105000 OPEN FUTURE INSTITUTE 301 W 57TH ST 45A NEW YORK NY 10019 PC SUPPORT FOR THE QUESTION PROGRAM EDUCATION CURRICULUM FOR HIGH SCHOOL STUDENTS 250000 OUTFRONT KALAMAZOO 340 S ROSE ST KALAMAZOO MI 49007 PC GENERAL SUPPORT 5000 PACHAMAMA ALLIANCE PRESIDIO BLDG 1009 PO BOX 29191 SAN FRANCISCO CA 941299191 PC MATCHING GRANT 8000 PEOPLE'S FOUNDATION INC (THE) 31 NORWOOD RD SILVER SPRING MD 20905 PC IN SUPPORT OF THE AMODAOS INITIATIVE 10000 PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT 611 PENNSYLVANIA AVE SE BOX 372 WASHINGTON DC 20003 PC TO DEVELOP AND LAUNCH A FAITH AND CIVIC ENGAGEMENT 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WASHINGTON DC 200371122 PC DEVELOP A DIALOGUE METHODOLGY ANCHORED IN LANGUAGE OF RELIGIOUS FREEDOM 130000 THE BOARD OF TRUSTEES OF THE LELAND STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 PC IN SUPPORT OF THE DEPOLARIZATION CHALLENGE 80000 THE BOARD OF TRUSTEES OF THE LELAND STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 PC SUPPORT FOR QUESTION PROGRAM EDUCATION CURRICULUM FOR HIGH SCHOOL STUDENTS 63000 THE COMMUNITY FOUNDATION OF HARRISONBURG & ROCKINGHAM COUNTY PO BOX 1068 HARRISONBURG VA 22803 PC MATCHING GRANT 7000 THE SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD SUITE 200 SAN DIEGO CA 92106 PC MATCHING GRANT 8000 THE SOPHIA INSTITUTE 293 E BAY ST CHARLESTON SC 294011601 PC GENERAL SUPPORT 10000 UNION CONGREGATIONAL CHURCH UNITED CHURCH OF CHRIST PO BOX 10 401 LAKE AVE E HACKENSACK MN 564520010 PC MATCHING GRANT 16000 WESTERN MICHIGAN UNIVERISITY FOUNDATION 1903 W MICHIGAN AVE KALAMAZOO MI 490085360 PC SCHOLARSHIPS 200236 WINNING AT HOME 300 S STATE STREET 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