CDV5 FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CDV5 FOUNDATION (EIN 38-3035978)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202103159349100525
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T08:01:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 38 COMMERCE AVE SW SUITE 500 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495034144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-11-10 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $72,348,590 | 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 | $427,408 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $426,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,819,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,867,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,591,158 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,005,602 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,129,897 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,252,360 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,148,054 | 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 |
| Legal Fees Rev And Expnss | $1,139 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,139 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $705 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $71 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $564 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $483,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $193,327 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $285,641 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $86 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $86 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $171 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $171 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $535,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $193,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $287,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,463,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,463,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,998,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $193,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,750,629 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,253,747 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,954,656 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,893,091 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,551,801 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,551,801 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,819,573 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,121,567 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $462,535 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $47,881,074 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $57,173,244 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,634,254 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $950,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $700,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $700,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $62,543,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,546,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,348,590 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $873 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $873 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $62,542,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,546,612 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,542,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,546,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,543,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,546,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,542,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,253,747 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $64,796,612 | SubtotalAmt |
| Other Decreases | $250,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,546,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS IV LP | P | 2008-01-22 | 2020-02-24 | $1,663 | $120,347 | -$118,684 | -$118,684 |
| KELE HOLDINGS INC. | P | 2015-11-11 | 2020-05-15 | $4,866,235 | $2,175,000 | $2,691,235 | $2,691,235 |
| FROM PARTNERSHIPS - SEE STATEMENT | P | $2,018,607 | $2,018,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,591,158 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82,770 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82,770 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82,770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,051 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $104,051 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,281 | OverpaymentAmt |
| Applied To ES Tax | $21,281 | 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 | 0 | 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 |
| JERRY L TUBERGEN | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | EXECUTIVE VP/DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT H SCHIERBEEK | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | VP/COO/TREAS/SEC/DIRECTOR | 0.10 | $0 | $0 | $0 |
| JEFFREY S BOWERMAN | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | VP OF TAX/ASSIST. SECRETARY | 0.10 | $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 |
| 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 | $296,897 |
| OTTAWA AVENUE PRIVATE CAPITAL | |||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | MANAGEMENT FEE | $185,296 |
| 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 | $1,475,521 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $640,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $64,676,278 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,792,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,792,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,001,892 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,790,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,289,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,289,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82,770 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $634 | IncomeTaxAmt |
| Total Tax | $83,404 | TotalTaxAmt |
| Distributable Before Adj | $3,206,140 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,206,140 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,206,140 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,750,629 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,750,629 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,750,629 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,206,140 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,053,729 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,048,041 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,703,474 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,211,084 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,495,304 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,511,632 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,750,629 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,206,140 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,544,489 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,056,121 | 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 | $6,053,729 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,002,392 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,048,041 | ExcessFromYear4Amt |
| Excess From Year3 | $5,703,474 | ExcessFromYear3Amt |
| Excess From Year2 | $5,211,084 | ExcessFromYear2Amt |
| Excess From Year1 | $4,495,304 | ExcessFromYear1Amt |
| Excess From Current Year | $4,544,489 | 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 |
|---|---|---|---|---|---|---|---|
| 3-11 YOUTH HOUSING | |||||||
| 320 STATE ST SE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $25,000 |
| ARTPRIZE GRAND RAPIDS | |||||||
| 41 SHELDON BLVD SE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $50,000 |
| BASE CAMP URBAN OUTREACH | |||||||
| 1675 BALDWIN STREET | JENISON | MI | 49428 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $30,000 |
| BAXTER COMMUNITY CENTER | |||||||
| 935 BAXTER STREET SE | GRAND RAPIDS | MI | 49506 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $40,000 |
| BETHANY CHRISTIAN SERVICES INC | |||||||
| 901 EASTERN AVENUE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $260,000 |
| BLANDFORD NATURE CENTER | |||||||
| 1715 HILLBURN AVE NW | GRAND RAPIDS | MI | 49504 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $12,500 |
| BRIDGE STREET HOUSE OF PRAYER | |||||||
| 1054 BRIDGE ST NW | GRAND RAPIDS | MI | 49504 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $70,000 |
| CHICAGO CUBS CHARITIES | |||||||
| 1060 WEST ADDISON STREET | CHICAGO | IL | 606134566 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $10,000 |
| CHILDREN'S ASSESSMENT CENTER | |||||||
| 2855 MICHIGAN ST NE | GRAND RAPIDS | MI | 49506 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $40,000 |
| CHILDREN'S HEALING CENTER | |||||||
| 1530 FULTON STREET EAST | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $50,000 |
| CHRISTIAN LEARNING CENTER | |||||||
| 4340 BURLINGAME AVE SW | WYOMING | MI | 49509 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $15,000 |
| COMMUNITY FOOD CLUBS | |||||||
| 1100 DIVISION AVE | GRAND RAPIDS | MI | 49507 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $45,000 |
| COVENANT HOUSE MICHIGAN | |||||||
| 2959 MARTIN LUTHER KING JR BLVD | DETROIT | MI | 48208 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $15,000 |
| DEGAGE MINISTRIES | |||||||
| 144 DIVISION AVE S | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $60,000 |
| DWELLING PLACE OF GRAND RAPIDS NONPROFIT HOUSING CORPORATION | |||||||
| 101 SHELDON BLVD SE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $200,000 |
| ENVISION FOUNDATION INC | |||||||
| 610 N MAIN 4TH FLOOR | WICHITA | KS | 672033618 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $250,000 |
| EXALTA HEALTH | |||||||
| 2060 DIVISION AVE S | GRAND RAPIDS | MI | 49507 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $35,000 |
| FAMILY PROMISE OF GRAND RAPIDS | |||||||
| 516 CHERRY STREET SE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $155,000 |
| FEEDING AMERICA WEST MICHIGAN | |||||||
| 864 WEST RIVER CENTER DRIVE | COMSTOCK PARK | MI | 49321 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $50,000 |
| FII - NATIONAL | |||||||
| 663 13TH ST STE 200 | OAKLAND | CA | 946121275 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $1,225,000 |
| FULLER AVE CHRISTIAN REFORMED CHURCH | |||||||
| 1239 FULLER AVE SE | GRAND RAPIDS | MI | 49506 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $1,000 |
| GILDA'S CLUB GRAND RAPIDS | |||||||
| 1806 BRIDGE STREET NW | GRAND RAPIDS | MI | 49504 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $20,000 |
| GRAND ACTION FOUNDATION 20 | |||||||
| 120 LYON STREET NW | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $25,000 |
| GRAND RAPIDS ART MUSEUM | |||||||
| 101 MONROE CENTER STREET NW | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $15,000 |
| GRAND RAPIDS CHILDREN'S MUSEUM | |||||||
| 11 SHELDON AVENUE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $40,000 |
| GRAND RAPIDS CHRISTIAN SCHOOLS | |||||||
| 2400 PLYMOUTH AVE SE | GRAND RAPIDS | MI | 49506 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $160,000 |
| GRAND RAPIDS CITY TREASURER | |||||||
| 300 MONROE AVE NW | GRAND RAPIDS | MI | 49503 | NONE | GOV | UNRESTRICTED GRANT TO GENERAL FUND | $50,000 |
| GRAND RAPIDS COMMUNITY COLLEGE FOUNDATION | |||||||
| 143 BOSTWICK AVENUE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $250,000 |
| GRAND RAPIDS COMMUNITY FOUNDATION | |||||||
| 185 OAKES SW | GRAND RAPIDS | MI | 495034219 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $20,000 |
| GRAND RAPIDS HQ | |||||||
| 320 STATE ST SE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $15,000 |
| GRAND RAPIDS INITIATIVE FOR LEADERS | |||||||
| PO BOX 7865 | GRAND RAPIDS | MI | 49510 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $20,500 |
| GRAND RAPIDS OPPORTUNITIES FOR WOMEN | |||||||
| 25 SHELDON BLVD SE SUITE 210 | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $5,000 |
| GRAND RAPIDS STUDENT ADVANCEMENT FOUNDATION | |||||||
| 111 LIBRARY NE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $175,000 |
| GRAND RAPIDS SYMPHONY SOCIETY | |||||||
| 300 OTTAWA AVE NW STE 100 | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $10,000 |
| GRAND RAPIDS YOUTH COMMONWEALTH INC | |||||||
| 235 STRAIGHT AVE NW | GRAND RAPIDS | MI | 49504 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $125,000 |
| GRAND VALLEY STATE UNIVERSITY | |||||||
| 301 FULTON ST W PO BOX 2005 | GRAND RAPIDS | MI | 495011945 | NONE | GOV | UNRESTRICTED GRANT TO GENERAL FUND | $200,000 |
| GRANDVILLE AVENUE ARTS AND HUMANITIES INC | |||||||
| 644 GRANDVILLE AVENUE SW | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $30,000 |
| GREATER GRAND RAPIDS CHAMBER FOUNDATION | |||||||
| 111 PEARL NW | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $130,000 |
| GUIDING LIGHT MISSION INC | |||||||
| 255 S DIVISION AVE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $15,000 |
| HEART OF WEST MICHIGAN UNITED WAY | |||||||
| 118 COMMERCE AVENUE SW SUITE 100 | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $345,000 |
| HOME REPAIR SERVICES OF KENT COUNTY INC | |||||||
| 1100 SOUTH DIVISION AVE | GRAND RAPIDS | MI | 49507 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $195,000 |
| HOPE ACADEMY OF WEST MICHIGAN | |||||||
| 240 BROWN ST SE | GRAND RAPIDS | MI | 49507 | NONE | GOV | UNRESTRICTED GRANT TO GENERAL FUND | $78,500 |
| HOPE COLLEGE | |||||||
| 141 E 12TH STREET | HOLLAND | MI | 49423 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $50,000 |
| INNER CITY CHRISTIAN FEDERATION | |||||||
| 920 CHERRY STREET SE | GRAND RAPIDS | MI | 49506 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $25,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $35,000 |
| KENT COUNTY HABITAT FOR HUMANITY | |||||||
| 425 PLEASANT STREET SW | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $300,000 |
| KENTWOOD PUBLIC SCHOOLS | |||||||
| 5820 EASTERN AVE | KENTWOOD | MI | 49508 | NONE | GOV | UNRESTRICTED GRANT TO GENERAL FUND | $16,000 |
| KIDS' FOOD BASKET | |||||||
| 1300 PLYMOUTH AVE NE | GRAND RAPIDS | MI | 49505 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $150,000 |
| KIDS HOPE USA INC | |||||||
| 201 W WASHINGTON AVENUE SUITE 020 | ZEELAND | MI | 49464 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $20,000 |
| MADISON SQUARE CHRISTIAN REFORMED CHURCH | |||||||
| 1434 MADISON AVE SE | GRAND RAPIDS | MI | 49507 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $175,000 |
| MARY FREE BED REHABILITATION HOSPITAL | |||||||
| 235 WEALTHY ST SE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $30,000 |
| MEL TROTTER MINISTRIES | |||||||
| 225 COMMERCE AVE SW | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $25,000 |
| MENTAL HEALTH FOUNDATION OF WEST MICHIGAN | |||||||
| 107 OAKES SE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $50,000 |
| MICHIGAN STATE UNIVERSITY OFFICE OF UNIVERSITY DEVELOPMENT | |||||||
| 535 CHESTNUT ROAD SPARTAN WAY | EAST LANSING | MI | 488241025 | NONE | GOV | UNRESTRICTED GRANT TO GENERAL FUND | $12,500 |
| NEW CITY KIDS INC | |||||||
| 936 ALPINE AVE NW | GRAND RAPIDS | MI | 49504 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $25,000 |
| NEW CITY NEIGHBORS | |||||||
| 1115 LEONARD ST NE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $20,000 |
| NEXT STEP OF WEST MICHIGAN | |||||||
| 100 GARDEN STREET SE | GRAND RAPIDS | MI | 49507 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $30,000 |
| OAKDALE NEIGHBORS | |||||||
| 1260 KALAMAZOO AVE SE | GRAND RAPIDS | MI | 49507 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $16,060 |
| ORLANDO MAGIC YOUTH FOUNDATION INC | |||||||
| 8701 MAITLAND SUMMIT BLVD | ORLANDO | FL | 32810 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $90,000 |
| PARTNERS WORLDWIDE | |||||||
| 6139 TAHOE DRIVE SE | GRAND RAPIDS | MI | 49456 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $30,000 |
| POTTER'S HOUSE | |||||||
| 810 VAN RAALTE DRIVE SW | GRAND RAPIDS | MI | 49509 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $90,000 |
| REGIONAL BAHAI COUNCIL OF MIDWEST | |||||||
| 5847 SAGE RIVER CT SW | WYOMING | MI | 494188346 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $960 |
| REHOBOTH CHRISTIAN SCHOOL ASSOCIATION | |||||||
| PO BOX 41 | REHOBOTH | NM | 87322 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $120,000 |
| ROOSEVELT PARK MINISTRIES INC | |||||||
| 1530 GRANDVILLE AVE SW | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $35,000 |
| SAFE HAVEN MINISTRIES INC | |||||||
| 2627 BIRCHCREST DR SE | GRAND RAPIDS | MI | 49506 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $90,000 |
| SAINT MARY'S FOUNDATION | |||||||
| 200 JEFFERSON SE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $5,000 |
| SPECTRUM HEALTH FOUNDATION | |||||||
| 100 MICHIGAN NE - MC 4 | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $285,000 |
| STEM GREENHOUSE INC | |||||||
| 1420 BERKSHIRE DR SE | GRAND RAPIDS | MI | 49508 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $2,500 |
| STREAMS OF HOPE | |||||||
| 280 60TH STREET SE | GRAND RAPIDS | MI | 49548 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $10,000 |
| TALL TURF MINISTRIES | |||||||
| 2010 KALAMAZOO AVE SE | GRAND RAPIDS | MI | 49507 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $150,000 |
| THE OTHER WAY MINISTRIES | |||||||
| 839 SIBLEY ST NW | GRAND RAPIDS | MI | 49504 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $25,000 |
| THE RONALD MCDONALD HOUSE OF WESTERN MICHIGAN INC | |||||||
| 1323 CEDAR ST NE | GRAND RAPIDS | MI | 495031326 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $15,000 |
| WAKE FOREST UNIVERSITY | |||||||
| 1834 WAKE FOREST RD | WINSTON SALEM | NC | 27109 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $25,000 |
| WEDGWOOD CHRISTIAN SERVICES | |||||||
| 3300 36TH STREET SE | GRAND RAPIDS | MI | 49512 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $215,000 |
| WEST MICHIGAN AVIATION ACADEMY FOUNDATION | |||||||
| 5363 44TH ST SE | GRAND RAPIDS | MI | 49512 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $350,000 |
| WEST MICHIGAN AVIATION ACADEMY | |||||||
| 5363 44TH ST SE | GRAND RAPIDS | MI | 49512 | NONE | GOV | UNRESTRICTED GRANT TO GENERAL FUND | $15,000 |
| WEST MICHIGAN CENTER FOR ARTS AND TECHNOLOGY | |||||||
| 614 FIRST ST NW 300 | GRAND RAPIDS | MI | 49504 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $15,000 |
| WEST MICHIGAN HORTICULTURAL SOCIETY INC | |||||||
| 1000 EAST BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $250,000 |
| WOMEN'S RESOURCE CENTER | |||||||
| 678 FRONT AVE NW SUITE 180 | GRAND RAPIDS | MI | 49504 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $20,000 |
| WYOMING PUBLIC SCHOOLS | |||||||
| 3575 GLADIOLA SW | WYOMING | MI | 49519 | NONE | GOV | UNRESTRICTED GRANT TO GENERAL FUND | $2,500 |
| YOUNG LIFE | |||||||
| 4670 E FULTON ST STE 204 | ADA | MI | 49301 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $50,000 |
| ZUNI CHRISTIAN MISSION SCHOOL | |||||||
| PO BOX 445 | ZUNI | NM | 87327 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,463,020 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRAND ACTION FOUNDATION 20 | |||||||
| 120 LYON STREET NW | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $25,000 |
| GRAND RAPIDS STUDENT ADVANCEMENT FOUNDATION | |||||||
| 111 LIBRARY NE | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $545,000 |
| MADISON SQUARE CHRISTIAN REFORMED CHURCH | |||||||
| 1434 MADISON AVE SE | GRAND RAPIDS | MI | 49507 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $175,000 |
| SPECTRUM HEALTH FOUNDATION | |||||||
| 100 MICHIGAN NE - MC 4 | GRAND RAPIDS | MI | 49503 | NONE | PC | UNRESTRICTED GRANT TO GENERAL FUND | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $845,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $427,408 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,005,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,819,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,252,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,252,360 | 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 | $705 | Amt |
| Net Investment Income | $71 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $564 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INNOVATION TECH INVESTORS INC (SERIES A PREFERRED-2020) | $476,994 | $462,535 |
| INNOVATION TECH INVESTORS INC (SERIES B PREFERRED-2020) | $1,644,573 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BDT CAPITAL PARTNERS ANNEX FUND I-A, LP | FMV | $5,706,291 | $8,078,170 |
| FREEDOM CAPITAL MANAGEMENT LP | FMV | $27,981,239 | $27,981,240 |
| SIH MPH ROLLOVER CO. LP | FMV | $932,472 | $2,349,750 |
| BDT RYE HOLDINGS, LLC | FMV | $3,778,527 | $3,110,892 |
| PARTNERS GROUP CLIENT ACCESS 25, LP. INC. | FMV | $7,514,042 | $14,116,102 |
| PRUDENTIAL CAPITAL PARTNERS V, LP | FMV | $6,037,199 | $5,964,994 |
| ROUNDTABLE HEALTHCARE CAPITAL PARTNERS III, LP | FMV | $2,366,353 | $1,833,863 |
| INTERFACE SECURITY SYSTEMS LLC - NOTE RECEIVABLE | FMV | $2,857,121 | $2,857,121 |
| FREEDOM ASSET MANAGEMENT LP II | FMV | $0 | $331,783 |
| FTH NCP GROUP INVESTORS LLC | FMV | $0 | $10,339 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,139 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,139 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ICCF - NOTE RECEIVABLE | $750,000 | $500,000 | $500,000 |
| ICCF - NOTE RECEIVABLE #2 | $200,000 | $200,000 | $200,000 |
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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATIONERY/OTHER | Desc |
| Revenue And Expenses Per Books | $8 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM PARTNERSHIPS - PER BOOKS | $3,002,518 | $0 | $0 |
| FROM PARTNERSHIPS - SEE STATEMENT | $0 | $1,126,813 | $0 |
| OTHER PORTFOLIO INCOME | $3,084 | $3,084 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. PAYABLES | Desc |
| BOY Book Value | $873 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $482,193 | $193,327 | $284,350 |
| CONSULTING FEES | $870 | $0 | $870 |
| BANK/CUSTODIAL FEES | $421 | $0 | $421 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $50,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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