DOUGLAS A AND MARGARET E DECAMPFOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS A AND MARGARET E DECAMPFOUNDATION (EIN 20-8293300)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-20
- IRS object ID
- 202122939349100612
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-20T12:18:24-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANOPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208293300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Douglas A & Margaret E DeCamp Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MATT NUSBAUM | InCareOfNm |
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 6169454700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 Cook Road | AddressLine1Txt |
| City | Hastings | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49058 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James DeCamp | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2699454700 | PhoneNum |
| Signature | 2021-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James | PersonFirstNm |
| Person Last | DeCamp | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $9,962,250 | 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 | $60,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $178,118 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,118 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,505,211 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,460 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $338,578 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,578 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,885 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,885 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,295 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,295 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,448 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,000 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $106,828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,028 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,685 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $511,021 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $511,021 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $657,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $567,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$318,784 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,370 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,069 | CashBOYAmt |
| Cash EOY | $40,133 | CashEOYAmt |
| Cash EOYFMV | $40,133 | CashEOYFMVAmt |
| Other Investments BOY | $7,609,663 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,324,815 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,922,117 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,683,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,364,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,962,250 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,683,732 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,364,948 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,683,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,364,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,683,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,364,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,683,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$318,784 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,364,948 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,364,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALES OF MARKETABLE SECURITIES - ST | P | $290,864 | $315,913 | -$25,049 | -$25,049 |
| SALES OF MARKETABLE SECURITIES - LT | P | $2,214,347 | $2,093,360 | $122,694 | $120,987 |
| CAPITAL GAIN DIVIDENDS | P | $2,815 | |||
| CAPITAL GAIN DIVIDENDS | P | $2,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,460 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,660 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,660 | SubtotalAmt |
| Tax Based On Investment Income | $2,660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,340 | OverpaymentAmt |
| Applied To ES Tax | $1,340 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATT NUSBAUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2699454700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 COOK ROAD | AddressLine1Txt |
| City | HASTINGS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Douglas A DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | President | 0.1 | $0 | $0 | $0 | |
| Bill Lawrence | |||||||||
| 171 Monroe Ave NW | Grand Rapids | MI | 49503 | Secretary | 0.1 | $0 | $0 | $0 | STE 410 |
| Richard Rathburn | |||||||||
| PO Box 352 | Grand Rapids | MI | 49501 | Treasurer | 0.1 | $0 | $0 | $0 | |
| James DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Executive Director | 0.1 | $0 | $0 | $0 | |
| Margaret DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
| Debra Vanderveen | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
| Kenneth DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
| Beverly Osterink | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
| Matthew DeCamp | |||||||||
| 102 Cook Road | Hastings | MI | 49058 | Director | 0.1 | $0 | $0 | $0 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,887,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,480 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,979,611 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,979,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,694 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,844,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $442,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $442,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,660 | TotalTaxAmt |
| Distributable Before Adj | $439,586 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $439,586 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $439,586 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $567,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $567,706 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $567,706 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $439,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $261,482 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,299 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $99,008 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $403,789 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $567,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $439,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,120 | RemainingDistriFromCorpusAmt |
| Total Corpus | $531,909 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $261,482 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $270,427 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,299 | ExcessFromYear4Amt |
| Excess From Year1 | $99,008 | ExcessFromYear1Amt |
| Excess From Current Year | $128,120 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS A DECAMP | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Willard G Pierce and Jessie M Pierce Foundation | ||||||||
| AKA Pierce Cedar Creek Institute | 701 W Cloverdale Road | Hastings | MI | 49058 | NONE | POF | Support for the 2020-2021 Science Strong Campaign Support for Wild & Scenic Film Festival Support for Latesummer Night's Green Support for Over Creek, Through Woods | $18,500 |
| Barry Community Foundation | ||||||||
| 231 South Broadway | Hastings | MI | 49058 | NONE | PC | Support for Barry County Blue Zones Project Support for the Helping Hand Foundation Support for Giving Tuesday Now Support for the Spiritual Care W MI Endowment Fund | $285,000 | |
| Barry Intermediate School District | ||||||||
| 535 W Woodlawn Ave | Hastings | MI | 49058 | NONE | PC | Support for Culinary Arts & Hospitality Trust | $5,000 | |
| Spectrum Health Foundation | ||||||||
| 100 Michigan St NE | Grand Rapids | MI | 49503 | NONE | PC | Support for Year 2 of 5 year pledge at $100k per year | $100,000 | |
| Maple Valley Schools | ||||||||
| 1790 Packard Hwy | Charlotte | MI | 48813 | NONE | PC | Support for Fuller Street Christmas Fund | $1,500 | |
| Hastings Area School District | ||||||||
| 232 W Grand St | Hastings | MI | 49058 | NONE | PC | Support for Covid Response Grant | $8,000 | |
| Delton Kellogg School | ||||||||
| 327 N Grove St | Delton | MI | 49046 | NONE | PC | Support for Delton Kellogg schools Covid relief | $2,888 | |
| Thornapple Arts Council | ||||||||
| PO Box 36 | Hastings | MI | 49058 | PC | Support for Art School | $11,500 | ||
| Nashville United Methodist Church | ||||||||
| 927 Bridge Street | Nashville | MI | 49073 | NONE | PC | Support for Nashville United Methodist Church Bell Tower Repair Project grant | $5,000 | |
| City of Hastings | ||||||||
| 201 E State Street | Hastings | MI | 49058 | NONE | PC | Support for Tyden Park - Barrier Free Play | $73,633 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $511,021 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spectrum Health Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Michigan St NE | AddressLine1Txt |
| City | Grand Rapids | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Support for Years 3-5 of 5 year pledge at $100k per year | GrantOrContributionPurposeTxt |
| Amt | $300,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $300,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,118 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $278,578 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,578 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Douglas Margaret DeCamp | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3485 West M-179 Highway | AddressLine1Txt |
| City | Hastings | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST & YOUNG LLP | CategoryTxt |
| Amt | $3,770 | Amt |
| Net Investment Income | $1,885 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,885 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2019-03-28 | $2,500 | PROVIDE SPONSORSHIP FOR THE LATE SUMMER'S NIGHT GREEN FUNDRAISING EVENT | $2,500 | NO | 07/28/2020 | 2020-07-28 | CONFIRMED FUNDS WERE EXPENDED AS PART OF THE PIERCE FOUNDATION'S ANNUAL OPERATING EXPENSES. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2019-11-11 | $15,000 | PROVIDE CHALLENGE GRANT FOR 2019-20 SCIENCE STRONG CAMPAIGN | $15,000 | NO | 01/30/2020 | 2020-01-30 | THE REPORTING FROM THE PIERCE FOUNDATION INDICATES THAT $18,000 WAS DONATED BY OTHER MEMBERS IN 2019 FOR THE SCIENCE STRONG PROGRAM, EXCEEDING THE CHALLENGE GRANT. FUNDS EXPENDED FOR THE SCIENCE STRONG PROGRAM IN 2019 TOTALED $74,451, EXCEEDING THE AMOUNT GRANTED BY THE DECAMP FOUNDATION. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2019-03-28 | $500 | PROVIDE SPONSORSHIP FOR THE LATE SUMMER'S NIGHT GREEN FUNDRAISING EVENT | $500 | NO | 07/28/2020 | 2020-07-28 | CONFIRMED FUNDS WERE EXPENDED AS PART OF THE PIERCE FOUNDATION'S ANNUAL OPERATING EXPENSES. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2019-07-11 | $10,000 | PROVIDE GRANT FOR DECK EXPANSION PROJECT | $10,000 | NO | 01/30/2020 | 2020-01-30 | THE REPORTING FROM THE PIERCE FOUNDATION INDICATES THAT $10,000 WAS GRANTED IN 2019 FOR THE DECK EXPANSION PROJECT. FUNDS EXPENDED FOR THE DECK EXPANSION PROJECT IN 2019 TOTALED $74,140, EXCEEDING THE AMOUNT GRANTED BY THE DECAMP FOUNDATION. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2020-02-14 | $500 | PROVIDE GRANT FOR WILD & SCENIC FILM FESTIVAL | $500 | NO | 06/08/2021 | 2021-06-08 | REPORTING FROM THE PIERCE FOUNDATION INDICATES THAT THE FILM FESTIVAL WAS POSTPONED TO 2021 DUE TO COVID-19 RESTRICTIONS. HOWEVER, THE PIERCE FOUNDATION EXPENDED $1,700 DURING 2020 RELATED TO A LICENSE FEE FOR THE EVENT. THE POSTPONED EVENT WILL BE HELD IN OCTOBER 2021. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2020-02-14 | $2,500 | PROVIDE GRANT FOR LATESUMMER NIGHT'S GREEN - REGAL FRITILLARY | $2,500 | NO | 06/08/2021 | 2021-06-08 | CONFIRMED FUNDS WERE EXPENDED AS PART OF THE PIERCE FOUNDATION'S ANNUAL OPERATING EXPENSES, INCLUDING $105,000 EXPENDED FOR SUMMER RESEARCH GRANTS. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2020-02-14 | $500 | PROVIDE SPONSORSHIP FOR OVER CREEK, THRU WOODS TRAIL RUN | $500 | NO | 06/08/2021 | 2021-06-08 | CONFIRMED FUNDS WERE EXPENDED AS PART OF THE PIERCE FOUNDATION'S ANNUAL OPERATING EXPENSES. |
| WILLARD & JESSIE PIERCE FOUNDATION | |||||||||||
| 701 W CLOVERDALE ROAD | HASTINGS | MI | 49058 | 2020-10-29 | $15,000 | PROVIDE CHALLENGE GRANT FOR SCIENCE STRONG 2020-2021 | $15,000 | NO | 03/10/2021 | 2021-03-10 | THE REPORTING FROM THE PIERCE FOUNDATION INDICATES THAT $19,044 WAS DONATED BY OTHER MEMBERS IN 2020 FOR THE SCIENCE STRONG PROGRAM, EXCEEDING THE CHALLENGE GRANT. FUNDS EXPENDED FOR THE SCIENCE STRONG PROGRAM IN 2020 TOTALED $50,251, EXCEEDING THE AMOUNT GRANTED BY THE DECAMP FOUNDATION. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GRAND WEALTH MGMT (SEE ATTACH) | ||
| DFA INTERNATIONAL CORE EQUITY | $1,418,289 | $1,789,287 |
| DFA US CORE EQUITY | $2,272,070 | $4,110,293 |
| DFA EMERGING MRKTS CORE EQU PO | $557,593 | $728,217 |
| DFA REAL ESTATE SEC PRTF INSTL | $313,840 | $333,727 |
| DFA GLOBAL CORE PLUS FIXED INC | $736,835 | $784,449 |
| VANGUARD BD INDEX FDS TOTAL BN | $1,178,690 | $1,283,870 |
| VANGUARD SCOTTSDALE FDS | $847,498 | $892,274 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COUNCIL OF MI FDN FEES | $2,750 | $2,750 | |
| STATE OF MI ANNUAL REPORT | $20 | $20 | |
| FHI MANAGEMENT EXPENSES | $94,331 | $47,166 | $47,165 |
| SOFTWARE SUPPORT | $9,727 | $4,864 | $4,863 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GWM (FIDELITY) ACCOUNT FEES | CategoryTxt |
| Amt | $29,295 | Amt |
| Net Investment Income | $29,295 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - GWM (FIDELITY) | $4,000 | $4,000 |
| FEDERAL EXCISE TAXES | $2,448 |
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