CDV5 FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CDV5 FOUNDATION (EIN 38-3035978)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349100522
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T07:46:06-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 OTTAWA AVENUE NW SUITE 600 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495032627 | 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 | 383035978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CDV5 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CDV5 | BusinessNameControlTxt |
| Phone | 6166434700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MONROE AVENUE NW | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY S BOWERMAN | PersonNm |
| Person Title | VP OF TAX | PersonTitleTxt |
| Phone | 6166434700 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | BOWERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA PISTRO | PreparerPersonNm |
| PTIN | P00227729 | PTIN |
| Phone | 6163367900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $79,477,246 | 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 | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $421,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $421,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,810,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,064 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,233,404 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,997,240 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,844,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,418,843 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $216 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,728 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $520,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $207,941 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $310,548 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $47 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $47 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $151 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $151 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $577,838 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $208,157 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $312,474 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,677,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $208,157 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,412,474 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,833,005 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,210,686 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,551,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $398,120 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $398,120 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $10,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,054,039 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,566,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,302,801 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $56,240,772 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $60,238,658 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,516,325 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $700,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $64,546,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,463,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,477,246 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $64,546,612 | RetainedEarningBOYAmt |
| Retained Earning EOY | $62,463,607 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,546,612 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,463,607 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,546,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,463,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,546,612 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,833,005 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $62,713,607 | SubtotalAmt |
| Other Decreases | $250,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,463,607 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| INNOVATION TECH INVESTORS INC. (SERIES B PREFERRED-2020) | P | 2017-08-02 | 2021-12-31 | $1,644,573 | -$1,644,573 | -$1,644,573 | |
| INTERFACE SECURITY SYSTEMS LLC (SENIOR SUB NOTE) | P | 2017-08-02 | 2021-12-31 | $3,278,612 | -$3,165,548 | -$3,165,548 | $113,064 |
| INTERFACE SECURITY SYSTEMS LLC (WARRANTS) | P | 2017-08-02 | 2021-12-31 | $28,589 | -$28,589 | -$28,589 | |
| FROM PARTNERSHIPS - SEE STATEMENT | P | 2021-01-01 | 2021-12-31 | $803,390 | $803,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,035,320 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,729 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,729 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,281 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,281 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,552 | OverpaymentAmt |
| Applied To ES Tax | $20,552 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | CDV5FOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT H SCHIERBEEK | IndividualWithBooksNm |
| Phone | 6166434700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MONROE AVENUE NW | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| SUZANNE C DEVOS | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | PRESIDENT/DIRECTOR | 1.00 | $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 VANDERWEIDE | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | DIRECTOR | 0.00 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RDV CORPORATION | |||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | MANAGEMENT FEE | $311,666 |
| OTTAWA AVENUE PRIVATE CAPITAL | |||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | MANAGEMENT FEE | $204,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $741,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $458,954 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $72,643,521 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,844,250 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,844,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,107,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,736,586 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,636,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,636,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,729 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $22,693 | IncomeTaxAmt |
| Total Tax | $53,422 | TotalTaxAmt |
| Distributable Before Adj | $3,583,407 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $200,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,783,407 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,783,407 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,412,474 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,412,474 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,783,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,048,041 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,703,474 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,211,084 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,495,304 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,544,489 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,002,392 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,412,474 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,783,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,629,067 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,631,459 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $8,048,041 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,583,418 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,703,474 | ExcessFromYear4Amt |
| Excess From Year3 | $5,211,084 | ExcessFromYear3Amt |
| Excess From Year2 | $4,495,304 | ExcessFromYear2Amt |
| Excess From Year1 | $4,544,489 | ExcessFromYear1Amt |
| Excess From Current Year | $1,629,067 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUZANNE C DEVOS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUZANNE C DEVOS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 230257 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6166434700 | RecipientPhoneNum |
| Form And Info And Materials | DETAILS AVAILABLE AT CDV5FOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MORE INFORMATION ON THE FOUNDATION'S FUNDING PRIORITIES IS AVAILABLE AT CDV5FOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN RESOURCE CENTER OF WEST MICHIGAN | |||||||
| 950 28TH ST SE STE 105E | GRAND RAPIDS | MI | 495081399 | NONE | PC | GENERAL OPERATING | $10,000 |
| ARTPRIZE GRAND RAPIDS | |||||||
| PO BOX 3340 | GRAND RAPIDS | MI | 49501 | NONE | PC | GENERAL OPERATING | $25,000 |
| AYA YOUTH COLLECTIVE | |||||||
| 320 STATE ST SE | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $60,000 |
| BASE CAMP URBAN OUTREACH | |||||||
| 1675 BALDWIN STREET | JENISON | MI | 49428 | NONE | PC | GENERAL OPERATING | $20,000 |
| BETHANY CHRISTIAN SERVICES INC | |||||||
| 901 EASTERN AVENUE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $35,000 |
| BEYOND26 INC | |||||||
| 4340 BURLINGAME AVE SW | WYOMING | MI | 49509 | NONE | PC | GENERAL OPERATING | $10,000 |
| BRIDGE STREET HOUSE OF PRAYER | |||||||
| 1054 BRIDGE ST NW | GRAND RAPIDS | MI | 49504 | NONE | PC | GENERAL OPERATING | $15,000 |
| CHICAGO CUBS CHARITIES | |||||||
| 1060 WEST ADDISON STREET | CHICAGO | IL | 606134566 | NONE | PC | GENERAL OPERATING | $10,000 |
| CHILDREN'S ASSESSMENT CENTER | |||||||
| 2855 MICHIGAN ST NE | GRAND RAPIDS | MI | 49506 | NONE | PC | GENERAL OPERATING | $30,000 |
| CHILDREN'S HEALING CENTER | |||||||
| 1530 FULTON STREET EAST | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $25,000 |
| CHRISTIAN LEARNING CENTER | |||||||
| 4340 BURLINGAME AVE SW | WYOMING | MI | 49509 | NONE | PC | GENERAL OPERATING | $15,000 |
| COMMUNITY ACTION HOUSE | |||||||
| 345 W 14TH ST | HOLLAND | MI | 49423 | NONE | PC | CAPITAL CAMPAIGN | $50,000 |
| COMMUNITY FOOD CLUBS | |||||||
| 1100 DIVISION AVE | GRAND RAPIDS | MI | 49507 | NONE | PC | GENERAL OPERATING | $30,000 |
| D A BLODGETT-ST JOHNS | |||||||
| 805 LEONARD ST NE | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $100,000 |
| DEGAGE MINISTRIES | |||||||
| 144 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | NONE | PC | PROJECT/PROGRAM - OPEN DOOR WOMEN'S CENTER | $30,000 |
| DISABILITY ADVOCATES OF KENT COUNTY | |||||||
| 3600 CAMELOT DRIVE SE | GRAND RAPIDS | MI | 49546 | NONE | PC | CAPITAL CAMPAIGN | $50,000 |
| ENVISION FOUNDATION INC | |||||||
| 610 N MAIN 4TH FLOOR | WICHITA | KS | 672033618 | NONE | PC | PROJECT/PROGRAM - BOTTOM SEAL BAG MACHINE | $280,000 |
| EXALTA HEALTH | |||||||
| 2060 DIVISION AVE S | GRAND RAPIDS | MI | 49507 | NONE | PC | GENERAL OPERATING | $50,000 |
| FAMILY PROMISE OF GRAND RAPIDS | |||||||
| 516 CHERRY STREET SE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $20,000 |
| FERRIS FOUNDATION | |||||||
| 420 OAK ST PRAKKEN 101 | BIG RAPIDS | MI | 49307 | NONE | SO I | PROJECT/PROGRAM - FERRIS AT PLAZA ROOSEVELT | $50,000 |
| GILDA'S CLUB GRAND RAPIDS | |||||||
| 1806 BRIDGE STREET NW | GRAND RAPIDS | MI | 49504 | NONE | PC | GENERAL OPERATING | $20,000 |
| GRAND ACTION FOUNDATION 20 | |||||||
| 125 OTTAWA NW STE 152 | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $25,000 |
| GRAND RAPIDS ART MUSEUM | |||||||
| 101 MONROE CENTER STREET NW | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $15,000 |
| GRAND RAPIDS CHILDREN'S MUSEUM | |||||||
| 11 SHELDON AVENUE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $40,000 |
| GRAND RAPIDS CHRISTIAN SCHOOLS | |||||||
| 2400 PLYMOUTH AVE SE | GRAND RAPIDS | MI | 49506 | NONE | PC | PROJECT/PROGRAM - EAGLE ATHLETIC BOOSTERS | $10,000 |
| GRAND RAPIDS CHRISTIAN SCHOOLS | |||||||
| 2400 PLYMOUTH AVE SE | GRAND RAPIDS | MI | 49506 | NONE | PC | GENERAL OPERATING | $10,000 |
| GRAND RAPIDS CHRISTIAN SCHOOLS | |||||||
| 2400 PLYMOUTH AVE SE | GRAND RAPIDS | MI | 49506 | NONE | PC | CAPITAL CAMPAIGN | $400,000 |
| GRAND RAPIDS COMMUNITY COLLEGE FOUNDATION | |||||||
| 143 BOSTWICK AVENUE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $250,000 |
| GRAND RAPIDS COMMUNITY FOUNDATION | |||||||
| 185 OAKES SW | GRAND RAPIDS | MI | 49503 | NONE | PC | PROJECT/PROGRAM - NONPROFIT TECHNICAL ASSISTANCE FUND 2021 | $20,000 |
| GRAND RAPIDS INITIATIVE FOR LEADERS | |||||||
| PO BOX 7865 | GRAND RAPIDS | MI | 49510 | NONE | PC | GENERAL OPERATING | $20,000 |
| GRAND RAPIDS STUDENT ADVANCEMENT FOUNDATION | |||||||
| 111 LIBRARY NE | GRAND RAPIDS | MI | 49503 | NONE | PC | PROJECT/PROGRAM - GR8 SPORTS, GREAT KIDS | $150,000 |
| GRAND RAPIDS YOUTH COMMONWEALTH INC | |||||||
| 235 STRAIGHT AVE NW | GRAND RAPIDS | MI | 49504 | NONE | PC | GENERAL OPERATING | $100,000 |
| GRAND VALLEY STATE UNIVERSITY | |||||||
| 301 FULTON ST W PO BOX 1945 | GRAND RAPIDS | MI | 495011945 | NONE | PC | CAPITAL CAMPAIGN | $100,000 |
| GRANDVILLE AVENUE ARTS AND HUMANITIES INC | |||||||
| 644 GRANDVILLE AVENUE SW | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $30,000 |
| GREATER GRAND RAPIDS CHAMBER FOUNDATION | |||||||
| 250 MONROE AVE NW | GRAND RAPIDS | MI | 49503 | NONE | PC | PROJECT/PROGRAM - OPPORTUNITY FOR ALL | $50,000 |
| GREATER MICHIGAN COUNCIL INC | |||||||
| 3213 WALKER AVE NW | GRAND RAPIDS | MI | 49544 | NONE | PC | GENERAL OPERATING | $10,000 |
| GUIDING LIGHT MISSION INC | |||||||
| 255 S DIVISION AVE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $10,000 |
| HEART OF WEST MICHIGAN UNITED WAY | |||||||
| 118 COMMERCE AVENUE SW SUITE 100 | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $50,000 |
| HOME REPAIR SERVICES OF KENT COUNTY INC | |||||||
| 1100 SOUTH DIVISION AVE | GRAND RAPIDS | MI | 49507 | NONE | PC | GENERAL OPERATING | $15,000 |
| HOPE COLLEGE | |||||||
| PO BOX 9000 | HOLLAND | MI | 49422 | NONE | PC | PROJECT/PROGRAM - HAWORTH CENTER AV | $25,000 |
| HOPE COLLEGE | |||||||
| PO BOX 9000 | HOLLAND | MI | 49422 | NONE | PC | GENERAL OPERATING | $50,000 |
| HOPE NETWORK | |||||||
| 3075 ORCHARD VISTA SE | GRAND RAPIDS | MI | 49546 | NONE | PC | PROJECT/PROGRAM - YOUR UNTAPPED POTENTIAL | $50,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING | $25,000 |
| JOHN BALL ZOO | |||||||
| 1300 W FULTON ST | GRAND RAPIDS | MI | 49504 | NONE | PC | CAPITAL CAMPAIGN | $100,000 |
| K-CONNECT | |||||||
| 401 HALL ST SW STE 385 | GRAND RAPIDS | MI | 49503 | NONE | PC | PROJECT/PROGRAM - HOUSING KENT | $100,000 |
| KENT COUNTY HABITAT FOR HUMANITY | |||||||
| 425 PLEASANT STREET SW | GRAND RAPIDS | MI | 49503 | NONE | PC | PROJECT/PROGRAM - AFFORDABLE HOUSING | $50,000 |
| KEYSTONE COMMUNITY CHURCH | |||||||
| 655 SPAULDING AVE SE | ADA | MI | 49301 | NONE | PC | GENERAL OPERATING | $200,000 |
| KIDS' FOOD BASKET | |||||||
| 1300 PLYMOUTH AVE NE | GRAND RAPIDS | MI | 49505 | NONE | PC | GENERAL OPERATING | $100,000 |
| KIDS HOPE USA INC | |||||||
| 201 W WASHINGTON AVENUE SUITE 20 | ZEELAND | MI | 49464 | NONE | PC | GENERAL OPERATING | $20,000 |
| LIVING STONES ACADEMY | |||||||
| 1415 LYON ST NE | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $100,000 |
| MADISON SQUARE CHRISTIAN REFORMED CHURCH | |||||||
| 1441 MADISON AVE SE | GRAND RAPIDS | MI | 49507 | NONE | PC | CAPITAL CAMPAIGN | $175,000 |
| MARY FREE BED REHABILITATION HOSPITAL | |||||||
| 235 WEALTHY ST SE | GRAND RAPIDS | MI | 49503 | NONE | PC | PROJECT/PROGRAM - WHEELCHAIR AND ADAPTIVE SPORTS | $15,000 |
| MEL TROTTER MINISTRIES | |||||||
| 225 COMMERCE AVE SW | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $250,000 |
| MENTAL HEALTH FOUNDATION OF WEST MICHIGAN | |||||||
| 160 68TH STREET SW STE 120 | GRAND RAPIDS | MI | 49548 | NONE | PC | CAPITAL CAMPAIGN | $150,000 |
| NEW CITY KIDS INC | |||||||
| 936 ALPINE AVE NW | GRAND RAPIDS | MI | 49504 | NONE | PC | PROJECT/PROGRAM - NEW CITY KIDS ACADEMY | $25,000 |
| NEW CITY NEIGHBORS | |||||||
| 1115 LEONARD ST NE | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $30,000 |
| OAKDALE NEIGHBORS | |||||||
| 1260 KALAMAZOO AVE SE | GRAND RAPIDS | MI | 49507 | NONE | PC | GENERAL OPERATING | $10,000 |
| ORLANDO MAGIC YOUTH FOUNDATION INC | |||||||
| 8701 MAITLAND SUMMIT BLVD | ORLANDO | FL | 32810 | NONE | PC | GENERAL OPERATING | $90,000 |
| PARTNERS WORLDWIDE | |||||||
| 6139 TAHOE DRIVE SE | GRAND RAPIDS | MI | 49456 | NONE | PC | GENERAL OPERATING | $30,000 |
| POTTER'S HOUSE | |||||||
| 810 VAN RAALTE DRIVE SW | GRAND RAPIDS | MI | 49509 | NONE | PC | GENERAL OPERATING | $75,000 |
| REHOBOTH CHRISTIAN SCHOOL ASSOCIATION | |||||||
| PO BOX 41 | REHOBOTH | NM | 87322 | NONE | PC | CAPITAL CAMPAIGN | $100,000 |
| REHOBOTH CHRISTIAN SCHOOL ASSOCIATION | |||||||
| PO BOX 41 | REHOBOTH | NM | 87322 | NONE | PC | GENERAL OPERATING | $100,000 |
| ROCKFORD COMMUNITY SERVICE CENTER | |||||||
| 10075 NORTHLAND DR NE | ROCKFORD | MI | 49341 | NONE | PC | CAPITAL CAMPAIGN | $25,000 |
| ROOSEVELT PARK MINISTRIES INC | |||||||
| 1530 GRANDVILLE AVE SW | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $15,000 |
| SAFE HAVEN MINISTRIES INC | |||||||
| 2627 BIRCHCREST DR SE | GRAND RAPIDS | MI | 49506 | NONE | PC | GENERAL OPERATING | $50,000 |
| SAINT MARY'S FOUNDATION | |||||||
| 200 JEFFERSON SE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $5,000 |
| SPECTRUM HEALTH FOUNDATION | |||||||
| 100 MICHIGAN NE | GRAND RAPIDS | MI | 49503 | NONE | PC | PROJECT/PROGRAM - CLINICAL PASTORAL EDUCATION | $50,000 |
| STAND TOGETHER FOUNDATION | |||||||
| PO BOX 45913 | BALTIMORE | MD | 212975913 | NONE | PC | GENERAL OPERATING | $100,000 |
| STREAMS OF HOPE | |||||||
| 280 60TH STREET SE | GRAND RAPIDS | MI | 49548 | NONE | PC | GENERAL OPERATING | $7,500 |
| STREAMS OF HOPE | |||||||
| 280 60TH STREET SE | GRAND RAPIDS | MI | 49548 | NONE | PC | CAPITAL CAMPAIGN | $150,000 |
| TALL TURF MINISTRIES | |||||||
| 2010 KALAMAZOO AVE SE | GRAND RAPIDS | MI | 49507 | NONE | PC | GENERAL OPERATING | $25,000 |
| THE OTHER WAY MINISTRIES | |||||||
| 839 SIBLEY ST NW | GRAND RAPIDS | MI | 49504 | NONE | PC | GENERAL OPERATING | $20,000 |
| THE RONALD MCDONALD HOUSE OF WESTERN MICHIGAN INC | |||||||
| 1323 CEDAR ST NE | GRAND RAPIDS | MI | 495031326 | NONE | PC | GENERAL OPERATING | $10,000 |
| WEDGWOOD CHRISTIAN SERVICES | |||||||
| 3300 36TH STREET SE | GRAND RAPIDS | MI | 49512 | NONE | PC | CAPITAL CAMPAIGN | $150,000 |
| WEDGWOOD CHRISTIAN SERVICES | |||||||
| 3300 36TH STREET SE | GRAND RAPIDS | MI | 49512 | NONE | PC | GENERAL OPERATING | $50,000 |
| WEST MICHIGAN AVIATION ACADEMY FOUNDATION | |||||||
| 5363 44TH ST SE | GRAND RAPIDS | MI | 49512 | NONE | PC | GENERAL OPERATING | $15,000 |
| WEST MICHIGAN CENTER FOR ARTS AND TECHNOLOGY | |||||||
| 614 FIRST ST NW 300 | GRAND RAPIDS | MI | 49504 | NONE | PC | GENERAL OPERATING | $15,000 |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | |||||||
| 1000 EAST BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | PROJECT/PROGRAM - 2021 MUSEUMS FOR ALL | $7,500 |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | |||||||
| 1000 EAST BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | CAPITAL CAMPAIGN | $250,000 |
| WOMEN'S RESOURCE CENTER | |||||||
| 678 FRONT AVE NW SUITE 180 | GRAND RAPIDS | MI | 49504 | NONE | PC | GENERAL OPERATING | $15,000 |
| YOUNG LIFE | |||||||
| 4670 E FULTON ST STE 204 | ADA | MI | 49301 | NONE | PC | GENERAL OPERATING | $25,000 |
| YOUNG MONEY FINANCES | |||||||
| 6087 RYE LN SE | GRAND RAPIDS | MI | 49508 | NONE | PC | PROJECT/PROGRAM - YOUNG MONEY FINANCES CAMPS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,100,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRAND RAPIDS CHRISTIAN SCHOOLS | |||||||
| 2400 PLYMOUTH AVE SE | GRAND RAPIDS | MI | 49506 | NONE | PC | CAPITAL CAMPAIGN | $800,000 |
| GRAND RAPIDS INITIATIVE FOR LEADERS | |||||||
| PO BOX 7865 | GRAND RAPIDS | MI | 49510 | NONE | PC | GENERAL OPERATING | $40,000 |
| GRAND RAPIDS PUBLIC LIBRARY FOUNDATION | |||||||
| 111 LIBRARY PLAZA NE | GRAND RAPIDS | MI | 495033268 | NONE | PC | PROJECT/PROGRAM - HOTSPOTS PROGRAM | $10,000 |
| HOPE NETWORK | |||||||
| 3075 ORCHARD VISTA SE | GRAND RAPIDS | MI | 49546 | NONE | PC | PROJECT/PROGRAM - YOUR UNTAPPED POTENTIAL | $100,000 |
| JOHN BALL ZOOLOGICAL SOCIETY | |||||||
| 1300 W FULTON ST | GRAND RAPIDS | MI | 49504 | NONE | PC | CAPITAL CAMPAIGN | $50,000 |
| K-CONNECT | |||||||
| 401 HALL ST SW STE 385 | GRAND RAPIDS | MI | 49503 | NONE | PC | PROJECT/PROGRAM - HOUSING KENT | $300,000 |
| MENTAL HEALTH FOUNDATION OF WEST MICHIGAN | |||||||
| 160 68TH STREET SW STE 120 | GRAND RAPIDS | MI | 49548 | NONE | PC | CAPITAL CAMPAIGN | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $421,550 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,233,404 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,810,121 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,155,167 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,155,167 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE C DEVOS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MONROE AVENUE NW | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,160 | Amt |
| Net Investment Income | $216 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,728 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INNOVATION TECH INVESTORS, LLC (SERIES B COMMON) | $631,173 | $0 |
| MULTIPLAN CORPORATION (COMMON STOCK) | $935,681 | $1,302,801 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BDT CAPITAL PARTNERS ANNEX FUND I-A, LP | FMV | $5,524,342 | $9,805,319 |
| BDT RYE HOLDINGS, LLC | FMV | $2,739,777 | $3,036,419 |
| FREEDOM ASSET MANAGEMENT LP II | FMV | $0 | $112,235 |
| FREEDOM CAPITAL MANAGEMENT LP | FMV | $35,560,295 | $35,560,295 |
| PARTNERS GROUP CLIENT ACCESS 25, LP. INC. | FMV | $5,910,905 | $19,897,352 |
| PRUDENTIAL CAPITAL PARTNERS V, LP | FMV | $5,825,822 | $5,004,029 |
| ROUNDTABLE HEALTHCARE CAPITAL PARTNERS III, LP | FMV | $4,564,453 | $3,987,612 |
| INNOVATION TECH INVESTORS, LLC (SENIOR TERM LOAN) | FMV | $113,064 | $113,064 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ICCF - NOTE RECEIVABLE | $500,000 | $250,000 | $250,000 |
| ICCF - NOTE RECEIVABLE #2 | $200,000 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT FORGIVENESS | Desc |
| Amt | $250,000 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM PARTNERSHIPS - PER BOOKS | $3,233,404 | $0 | $3,233,404 |
| FROM PARTNERSHIPS - SEE STATEMENT | $0 | $1,997,240 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. PAYABLES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $25 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $515,732 | $207,941 | $305,800 |
| CONSULTING FEES | $4,428 | $0 | $4,428 |
| BANK/CUSTODIAL FEES | $320 | $0 | $320 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $55,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments