DICK AND BETSY DEVOS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DICK AND BETSY DEVOS FAMILY FOUNDATION (EIN 38-2902412)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349101725
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:23:11-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382902412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICK AND BETSY DEVOS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DICK | 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 | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA PISTRO | PreparerPersonNm |
| PTIN | P00227729 | PTIN |
| Phone | 6163367900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,982,153 | 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 | $349 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $941,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $947,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,983 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,246,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,425 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,007,383 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $946,942 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,958,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,902,244 | 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 | $2,373 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,373 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $220 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $528,552 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $288,713 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $236,307 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,782 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,782 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,940 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,940 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $304 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $304 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $580,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $313,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $242,684 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,066,885 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,066,885 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,647,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $313,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,309,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,688,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,588,529 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $114,905 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,884 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,884 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $25,000 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $27,556,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,398,997 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,774,919 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $23,242,041 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,710,040 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,722,350 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,344,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,344,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,344,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,282,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,593,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,982,153 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $52,282,355 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,593,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,282,355 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,593,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,282,355 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,593,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,282,355 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,688,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,593,921 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,593,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MFB NORTHERN FUNDS ULTRA SHORT FIXED INCOME FD | P | 2024-01-01 | 2024-02-01 | $130,784 | $128,606 | $2,178 | $2,178 |
| MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX | P | 2023-01-01 | 2024-02-01 | $546,819 | $555,429 | -$8,610 | -$8,610 |
| MFB NORTHERN FUNDS ULTRA SHORT FIXED INCOME FD | P | 2023-01-01 | 2024-02-01 | $569,216 | $553,800 | $15,416 | $15,416 |
| BDT CAPITAL PARTNERS ANNEX FUND I-A, LP | P | 2024-01-01 | 2024-12-31 | -$32,249 | -$32,249 | ||
| FREEDOM ASSET MANAGEMENT L.P. II | P | 2024-01-01 | 2024-12-31 | $2 | $2 | ||
| FREEDOM CAPITAL MANAGEMENT LIMITED PARTNERSHIP | P | 2024-01-01 | 2024-12-31 | $525 | $525 | ||
| KCC TW INVESTORS, LLC | P | 2024-01-01 | 2024-12-31 | -$17,519 | -$17,519 | ||
| PCP V CAYMAN AIV LP | P | 2024-01-01 | 2024-12-31 | $310 | $310 | ||
| PRUDENTIAL CAPITAL PARTNERS V, L.P. | P | 2024-01-01 | 2024-12-31 | $47,372 | $47,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,425 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,081 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,081 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,081 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,702 | 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 | $40,702 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,621 | OverpaymentAmt |
| Applied To ES Tax | $18,621 | 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 | WWW.DBDVFOUNDATION.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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD M DEVOS JR | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELISABETH PRINCE DEVOS | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT H SCHIERBEEK | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | VP/COO | 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 |
| JASON ZYLSTRA | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | FOUNDATION MANAGER | 4.00 | $0 | $0 | $0 |
| PAMELA PARRIOTT | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | FOUNDATION MANAGER | 8.00 | $0 | $0 | $0 |
| RICHARD M DEVOS III | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ELISABETH D LOWERY | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREA D ABRAHAM | ||||||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RYAN E DEVOS | ||||||||
| 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 (3 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 | $387,495 |
| OTTAWA AVENUE PRIVATE CAPITAL | |||||
| 200 MONROE AVENUE NW | GRAND RAPIDS | MI | 49503 | MANAGEMENT FEE | $81,292 |
| THE NORTHERN TRUST COMPANY | |||||
| PO BOX 803878 | CHICAGO | IL | 60680 | MANAGEMENT FEE | $59,765 |
| 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 | $30,794,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,518,826 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,408,951 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,408,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $831,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,577,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,728,891 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,728,891 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,081 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,081 | TotalTaxAmt |
| Distributable Before Adj | $2,706,810 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,706,810 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,706,810 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,309,569 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,309,569 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,706,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,602,521 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,649,238 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,752,434 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,824,940 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,801,057 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,630,190 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,309,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,706,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,602,759 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,232,949 | 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 | $9,602,521 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,630,428 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,649,238 | ExcessFromYear4Amt |
| Excess From Year3 | $5,752,434 | ExcessFromYear3Amt |
| Excess From Year2 | $5,824,940 | ExcessFromYear2Amt |
| Excess From Year1 | $4,801,057 | ExcessFromYear1Amt |
| Excess From Current Year | $4,602,759 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD M DEVOS JR | ContributingManagerNm |
| Contributing Manager | ELISABETH PRINCE DEVOS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD M DEVOS JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 6166434700 | RecipientPhoneNum |
| Form And Info And Materials | DETAILS AVAILABLE AT DBDVFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MORE INFORMATION ON THE FOUNDATION'S FUNDING PRIORITIES IS AVAILABLE AT DBDVFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILENE ARTS ALLIANCE | ||||||||
| 1101 N 1ST ST | ABILENE | TX | 796015810 | NONE | PC | GENERAL OPERATING | $500 | |
| ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY | ||||||||
| 98 E FULTON ST | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $100,000 | |
| ADA TOWNSHIP | ||||||||
| PO BOX 370 | ADA | MI | 49301 | NONE | PC | CAPITAL CAMPAIGN | $500,000 | |
| ALPHA USA | ||||||||
| PO BOX 7491 | CAROL STREAM | IL | 601977491 | NONE | PC | GENERAL OPERATING | $75,000 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $250,000 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | PROJECT/PROGRAM - STRATEGIC VENTURE FUND | $125,000 | |
| ANCIENT PATHS STUDY TOURS | ||||||||
| 2589 ATWATER HILLS DR NE | GRAND RAPIDS | MI | 495259457 | NONE | PC | PROJECT/PROGRAM - ISRAEL TOUR | $5,000 | |
| BOYS & GIRLS CLUBS OF GRAND RAPIDS | ||||||||
| 235 STRAIGHT AVE NW | GRAND RAPIDS | MI | 49504 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BRADENTON CHRISTIAN SCHOOL | ||||||||
| 3304 43RD STREET WEST | BRADENTON | FL | 34209 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CAPITOL MINISTRIES | ||||||||
| PO BOX 30994 | PHOENIX | AZ | 85046 | NONE | PC | PROJECT/PROGRAM - LOCAL GOVERNMENT MINISTRY INITIATIVE | $25,000 | |
| CHICAGO CUBS CHARITIES | ||||||||
| 1060 W ADDISON ST | CHICAGO | IL | 606134566 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CITY OF KENTWOOD PARKS & RECREATION | ||||||||
| 355 48TH STREET SE | KENTWOOD | MI | 49548 | NONE | PC | CAPITAL CAMPAIGN | $100,000 | |
| CLEVELAND CLINIC INDIAN RIVER HOSPITAL | ||||||||
| 70 ROYAL PALM POINTE 2ND FLOOR | VERO BEACH | FL | 329605200 | NONE | PC | GENERAL OPERATING | $10,000 | |
| DEGAGE MINISTRIES | ||||||||
| 139 SHELDON AVENUE SOUTHEAST | GRAND RAPIDS | MI | 495034211 | NONE | PC | GENERAL OPERATING | $5,000 | |
| DO NO HARM | ||||||||
| 11357 NUCKOLS ROAD PMB 115 | GLEN ALLEN | VA | 230590000 | NONE | PC | GENERAL OPERATING | $100,000 | |
| ENDEAVOR DETROIT | ||||||||
| 1420 WASHINGTON BLVD SUITE 301 | DETROIT | MI | 482261718 | NONE | PC | GENERAL OPERATING | $30,000 | |
| EVERGREEN COMMONS | ||||||||
| 480 STATE ST | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATING | $20,000 | |
| FELL IN LOVE FARM | ||||||||
| 6364 144TH AVE | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATING | $5,000 | |
| FESTIVAL OF THE ARTS GRAND RAPIDS | ||||||||
| PO BOX 68440 | GRAND RAPIDS | MI | 49516 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FISCAL SPONSORSHIP ALLIES | ||||||||
| 912 S CORONA ST | DENVER | CO | 802094412 | NONE | SO III FI | PROJECT/PROGRAM - DEVOS INSTITUTE OF ARTS AND NONPROFIT MANAGEMENT FELLOWS PROGRAM | $750,000 | |
| FISCAL SPONSORSHIP ALLIES | ||||||||
| 912 S CORONA ST | DENVER | CO | 802094412 | NONE | SO III FI | PROJECT/PROGRAM - DVIANM CAPACITY BUILDING GRAND RAPIDS | $500,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION | ||||||||
| 510 WALNUT ST SUITE 900 | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL OPERATING | $25,000 | |
| FOXFIRE FUND INC | ||||||||
| PO BOX 541 | MOUNTAIN CITY | GA | 30562 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FREDERIK MEIJER GARDENS AND SCULPTURE PARK | ||||||||
| 1000 E BELTLINE AVE NE | GRAND RAPIDS | MI | 49525 | NONE | PC | GENERAL OPERATING | $25,000 | |
| GLOBAL LEADERSHIP NETWORK | ||||||||
| PO BOX 3188 | BARRINGTON | IL | 60011 | NONE | PC | GENERAL OPERATING | $300,000 | |
| GLOBAL LEADERSHIP NETWORK | ||||||||
| PO BOX 3188 | BARRINGTON | IL | 60011 | NONE | PC | GENERAL OPERATING | $200,000 | |
| GRAND ACTION FOUNDATION 20 | ||||||||
| 125 OTTAWA NW SUITE 152 | GRAND RAPIDS | MI | 49503 | NONE | PC | CAPITAL CAMPAIGN | $1,000,000 | |
| GRAND RAPIDS CHILDREN'S MUSEUM | ||||||||
| 11 SHELDON AVE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GRAND RAPIDS CHRISTIAN SCHOOLS | ||||||||
| 2400 PLYMOUTH AVE SE | GRAND RAPIDS | MI | 49506 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GRAND RAPIDS DOWNTOWN MARKET EDUCATION FOUNDATION | ||||||||
| 435 IONIA AVE SW | GRAND RAPIDS | MI | 495035161 | NONE | PC | PROJECT/PROGRAM - CHRISTKINDL MARKT | $10,000 | |
| GRAND RAPIDS GRIFFINS YOUTH FOUNDATION | ||||||||
| 130 W FULTON | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $5,000 | |
| GRAND RAPIDS SWING DANCE INC | ||||||||
| 6735 WOODSPOINTE COURT SOUTHWEST | BYRON CENTER | MI | 49315 | NONE | PC | GENERAL OPERATING | $2,500 | |
| GRAND RAPIDS SYMPHONY SOCIETY | ||||||||
| 300 OTTAWA NW STE 100 | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $20,000 | |
| GREAT LAKES BOAT BUILDING SCHOOL | ||||||||
| 485 S MERIDIAN ST | CEDARVILLE | MI | 497199790 | NONE | PC | GENERAL OPERATING | $2,500 | |
| GUIDING LIGHT MISSION | ||||||||
| 255 DIVISION AVE S | GRAND RAPIDS | MI | 495034538 | NONE | PC | GENERAL OPERATING | $5,000 | |
| HELP PREGNANCY CRISIS AID INC | ||||||||
| 705 BRIDGE ST NW | GRAND RAPIDS | MI | 49504 | NONE | PC | CAPITAL CAMPAIGN | $25,000 | |
| HOLLAND CHRISTIAN SCHOOLS | ||||||||
| 956 OTTAWA AVE | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATING | $50,000 | |
| HOLLAND COMMUNITY CHORALE | ||||||||
| PO BOX 1513 | HOLLAND | MI | 49422 | NONE | PC | GENERAL OPERATING | $20,000 | |
| HOME REPAIR SERVICES OF KENT COUNTY | ||||||||
| 1100 S DIVISION AVE | GRAND RAPIDS | MI | 49507 | NONE | PC | GENERAL OPERATING | $15,000 | |
| HOMELESS CHILDRENS FOUNDATION OF INDIAN RIVER COUNTY INC | ||||||||
| 3240 CARDINAL DR STE 200 | VERO BEACH | FL | 329634924 | NONE | PC | GENERAL OPERATING | $10,000 | |
| HOSPICE OF HOLLAND INC | ||||||||
| 270 HOOVER BLVD | HOLLAND | MI | 49423 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HURON WATERLOO PATHWAYS INITIATIVE | ||||||||
| 14800 E OLD US HWY 12 | CHELSEA | MI | 481182110 | NONE | PC | CAPITAL CAMPAIGN | $200,000 | |
| ICCF COMMUNITY HOMES | ||||||||
| 415 MARTIN LUTHER KING JR ST SE STE | GRAND RAPIDS | MI | 49507 | NONE | PC | GENERAL OPERATING | $25,000 | 100 |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING | $10,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | ||||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | NONE | PC | GENERAL OPERATING | $20,000 | |
| INTERNATIONAL JUSTICE MISSION | ||||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL OPERATING | $10,000 | |
| JCUC BLESSING INCORPORATED | ||||||||
| PO BOX 2294 | POWDER SPRINGS | GA | 30127 | NONE | PC | GENERAL OPERATING | $10,500 | |
| JCUC BLESSING INCORPORATED | ||||||||
| PO BOX 2294 | POWDER SPRINGS | GA | 30127 | NONE | PC | PROJECT/PROGRAM | $50,000 | |
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||||
| PO BOX 58100 | WASHINGTON | DC | 200379997 | NONE | PC | GENERAL OPERATING | $25,000 | |
| KENT COUNTY PARKS FOUNDATION | ||||||||
| PO BOX 230165 | GRAND RAPIDS | MI | 49523 | NONE | SO III FI | GENERAL OPERATING | $10,000 | |
| KIDS HOPE USA INC | ||||||||
| 201 W WASHINGTON AVE STE 20 | ZEELAND | MI | 49464 | NONE | PC | GENERAL OPERATING | $35,000 | |
| LIBERTY JUSTICE CENTER | ||||||||
| PO BOX 101200 | CHICAGO | IL | 606108913 | NONE | PC | GENERAL OPERATING | $50,000 | |
| LIVING STONES ACADEMY | ||||||||
| 1415 LYON ST NE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MACKINAC CENTER | ||||||||
| 140 W MAIN ST PO BOX 568 | MIDLAND | MI | 486400568 | NONE | PC | GENERAL OPERATING | $125,000 | |
| MACKINAC CENTER | ||||||||
| 140 W MAIN ST PO BOX 568 | MIDLAND | MI | 486400568 | NONE | PC | PROJECT/PROGRAM - WORKFORCE EDUCATION | $125,000 | |
| MARS HILL BIBLE CHURCH | ||||||||
| 3501 FAIRLANES AVE SW | GRANDVILLE | MI | 49418 | NONE | PC | GENERAL OPERATING | $162,000 | |
| MCKEE BOTANICAL GARDEN INC | ||||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MEMORIAL SLOAN- KETTERING CANCER CENTER | ||||||||
| PO BOX 27106 GIFT ADMINISTRATION | NEW YORK | NY | 10087 | NONE | PC | GENERAL OPERATING | $1,000 | |
| MICHIGAN CROSSROADS COUNCIL SCOUTING AMERICA | ||||||||
| 3213 WALKER AVE NW | GRAND RAPIDS | MI | 49544 | NONE | PC | GENERAL OPERATING | $25,000 | |
| MOUNT VERNON LADIES ASSOCIATION OF THE UNION | ||||||||
| PO BOX 110 | GRAND RAPIDS | VA | 22121 | NONE | PC | GENERAL OPERATING | $25,000 | |
| NEW YORK YACHT CLUB FOUNDATION | ||||||||
| 37 WEST 44TH ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NORTHWESTERN MICHIGAN COLLEGE FOUNDATION | ||||||||
| 1701 EAST FRONT ST | TRAVERSE CITY | MI | 496863061 | NONE | SO III FI | PROJECT/PROGRAM - ROBERT BUTTLEMAN SCHOLARSHIP FUND | $1,000 | |
| ODC NETWORK | ||||||||
| A-4214 56TH ST | HOLLAND | MI | 49423 | NONE | PC | PROJECT/PROGRAM - PROJECT CLARITY | $75,000 | |
| ORLANDO SCIENCE CENTER | ||||||||
| 777 E PRINCETON ST | ORLANDO | FL | 32803 | NONE | PC | CAPITAL CAMPAIGN | $110,000 | |
| PALMETTO PROMISE INSTITUTE | ||||||||
| PO BOX 12676 | COLUMBIA | SC | 292112676 | NONE | PC | PROJECT/PROGRAM - STUDENT SPONSORSHIP | $250,000 | |
| PARKINSON ASSOCIATION OF CENTRAL FLORIDA INC | ||||||||
| PO BOX 3337 | WINTER PARK | FL | 327903337 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PARTNERS WORLDWIDE | ||||||||
| 6139 TAHOE DR SE | GRAND RAPIDS | MI | 49546 | NONE | PC | GENERAL OPERATING | $15,000 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH ST STE 400N | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $50,000 | |
| POLICY CIRCLE | ||||||||
| 4347 W NORTHWEST HIGHWAY STE 130 | DALLAS | TX | 75220 | NONE | PC | GENERAL OPERATING | $25,000 | PMB 228 |
| POTTER'S HOUSE | ||||||||
| 810 VAN RAALTE DR SW | WYOMING | MI | 49509 | NONE | PC | GENERAL OPERATING | $200,000 | |
| PREGNANCY RESOURCE CENTER | ||||||||
| 415 CHERRY ST SE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $20,000 | |
| PUBLIC MUSEUM OF GRAND RAPIDS | ||||||||
| 272 PEARL ST NW | GRAND RAPIDS | MI | 495045371 | NONE | PC | CAPITAL CAMPAIGN | $250,000 | |
| RIGHT TO LIFE OF MICHIGAN EDUCATIONAL FUND | ||||||||
| 2340 PORTER ST SW | GRAND RAPIDS | MI | 495090901 | NONE | PC | GENERAL OPERATING | $10,000 | |
| SAFE HAVEN MINISTRIES | ||||||||
| 2627 BIRCHCREST DR SE | GRAND RAPIDS | MI | 49506 | NONE | PC | GENERAL OPERATING | $10,000 | |
| SAUGATUCK-DOUGLAS HISTORY CENTER | ||||||||
| PO BOX 617 | DOUGLAS | MI | 49406 | NONE | PC | GENERAL OPERATING | $20,000 | |
| SCHENECTADY COMMUNITY HOME | ||||||||
| PO BOX 2122 | SCOTIA | NY | 123020122 | NONE | PC | GENERAL OPERATING | $2,500 | |
| STEPHEN'S CHILDREN FOUNDATION | ||||||||
| 3755 36TH ST SE | GRAND RAPIDS | MI | 49512 | NONE | PC | GENERAL OPERATING | $5,000 | |
| THE CLAREMONT INSTITUTE | ||||||||
| 1317 W FOOTHILL BLVD STE 120 | UPLAND | CA | 91786 | NONE | PC | GENERAL OPERATING | $50,000 | |
| THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION | ||||||||
| 1401 E CALGARY AVE STE 210 | BISMARCK | ND | 585030938 | NONE | PC | CAPITAL CAMPAIGN | $250,000 | |
| TRI-CITIES HISTORICAL MUSEUM | ||||||||
| 200 WASHINGTON AVE | GRAND HAVEN | MI | 494171357 | NONE | PC | GENERAL OPERATING | $20,000 | |
| UNITED AGAINST POVERTY | ||||||||
| 1400 27TH STREET | VERO BEACH | FL | 329600303 | NONE | PC | GENERAL OPERATING | $10,000 | |
| UNITED STATES CAPITOL HISTORICAL SOCIETY | ||||||||
| 200 MARYLAND AVE NE SUITE 403 | WASHINGTON | DC | 200025724 | NONE | PC | GENERAL OPERATING | $10,000 | |
| UNIVERSITY OF MARYLAND | ||||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | NONE | PC | PROJECT/PROGRAM - DVIAM CAPACITY BUILDING HOLLAND AND MICHIGAN LAKESHORE | $90,000 | |
| UNIVERSITY OF MICHIGAN - MICHIGAN MEDICINE OFFICE OF DEVELOPMENT | ||||||||
| 777 E EISENHOWER PKWY SUITE 650 | ANN ARBOR | MI | 481083273 | NONE | PC | GENERAL OPERATING | $10,000 | |
| VAN ANDEL RESEARCH INSTITUTE | ||||||||
| 333 BOSTWICK AVE NE | GRAND RAPIDS | MI | 49503 | NONE | PC | GENERAL OPERATING | $10,000 | |
| VERO BEACH MUSEUM OF ART | ||||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | NONE | PC | GENERAL OPERATING | $7,000 | |
| WARBIRDS OF GLORY MUSEUM | ||||||||
| PO BOX 345 | BRIGHTON | MI | 48116 | NONE | PC | GENERAL OPERATING | $1,000 | |
| WEST MICHIGAN AVIATION ACADEMY FOUNDATION | ||||||||
| 5363 44TH ST SE | GRAND RAPIDS | MI | 49512 | NONE | PC | GENERAL OPERATING | $247,385 | |
| WINDSOR CHARITABLE FOUNDATION INC | ||||||||
| 3125 WINDSOR BLVD | VERO BEACH | FL | 32963 | NONE | PC | PROJECT/PROGRAM - HURRICANE MILTON RELIEF | $5,000 | |
| YELLOWSTONE CLUB COMMUNITY FOUNDATION | ||||||||
| 1111 RESEARCH DR STE B | BOZEMAN | MT | 597187476 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ZEELAND HISTORICAL SOCIETY | ||||||||
| 37 E MAIN AVE | ZEELAND | MI | 494641701 | NONE | PC | GENERAL OPERATING | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,066,885 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADA TOWNSHIP | |||||||
| PO BOX 370 | ADA | MI | 49301 | NONE | PC | CAPITAL CAMPAIGN | $500,000 |
| ALPHA USA | |||||||
| PO BOX 7491 | CAROL STREAM | IL | 601977491 | NONE | PC | GENERAL OPERATING | $75,000 |
| CAPITOL MINISTRIES | |||||||
| PO BOX 30994 | PHOENIX | AZ | 85046 | NONE | PC | GENERAL OPERATING | $50,000 |
| FISCAL SPONSORSHIP ALLIES | |||||||
| 912 S CORONA ST | DENVER | CO | 802094412 | NONE | SO III FI | PROJECT/PROGRAM - DVIANM CAPACITY BUILDING GRAND RAPIDS | $300,000 |
| KENT COUNTY PARKS FOUNDATION | |||||||
| PO BOX 230165 | GRAND RAPIDS | MI | 49523 | NONE | SO III FI | CAPITAL CAMPAIGN | $1,000,000 |
| KIDS HOPE USA INC | |||||||
| 201 W WASHINGTON AVE STE 20 | ZEELAND | MI | 49464 | NONE | PC | GENERAL OPERATING | $30,000 |
| ORLANDO SCIENCE CENTER | |||||||
| 777 E PRINCETON ST | ORLANDO | FL | 32803 | NONE | PC | CAPITAL CAMPAIGN | $222,000 |
| PUBLIC MUSEUM OF GRAND RAPIDS | |||||||
| 272 PEARL ST NW | GRAND RAPIDS | MI | 495045371 | NONE | PC | CAPITAL CAMPAIGN | $250,000 |
| UNIVERSITY OF MICHIGAN - MICHIGAN MEDICINE OFFICE OF DEVELOPMENT | |||||||
| 777 E EISENHOWER PKWY SUITE 650 | ANN ARBOR | MI | 481083273 | NONE | PC | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,437,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $941,827 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,983,918 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,983 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,465 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,958,253 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,958,253 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $220 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,760 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MULTIPLAN CORPORATION (COMMON STOCK) | $935,681 | $108,665 |
| INNOVATION TECH INVESTORS, INC (SERIES B COMMON) | $631,173 | $0 |
| VANGUARD EMERGING MARKETS STOCK INDEX ADMIRAL | $1,502,656 | $1,665,122 |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL | $4,587,104 | $5,160,663 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | $8,611,955 | $12,594,605 |
| FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $1,227,770 | $1,068,111 |
| ISHARES GLOBAL INFRASTRUCTURE ETF | $1,233,653 | $1,391,480 |
| VANGUARD SHORT-TERM BOND INDEX ADMIRAL | $1,398,396 | $1,424,800 |
| NORTHERN ULTRA-SHORT FIXED INCOME | $453,886 | $462,894 |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | $4,305,421 | $4,243,072 |
| VANGUARD HIGH-YIELD CORPORATE ADMIRAL | $3,422,888 | $3,567,093 |
| NORTHERN INSTITUTIONAL FUNDS - U.S. GOVERNMENT PORTFOLIO | $88,414 | $88,414 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROUNDTABLE HEALTHCARE CAPITAL PARTNERS III, LP | FMV | $2,476,855 | $1,819,887 |
| PRUDENTIAL CAPITAL PARTNERS V, LP | FMV | $5,026,705 | $3,470,117 |
| FREEDOM CAPITAL MANAGEMENT, LP | FMV | $6,290,185 | $6,290,185 |
| BDT RYE HOLDINGS, LLC | FMV | $1,963,527 | $2,638,451 |
| BDT CAPITAL PARTNERS ANNEX FUND 1-A, LP | FMV | $1,786,370 | $4,963,393 |
| INNOVATION TECH INVESTORS, INC (SENIOR TERM LOAN) | FMV | $158,898 | $112,909 |
| PARTNERS GROUP CLIENT ACCESS 25 LP | FMV | $7,500 | $291,528 |
| FREEDOM ASSET MANAGEMENT LP, II | FMV | $0 | $56,843 |
| KCC TW INVESTORS, LLC | FMV | $0 | $79,037 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,373 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,373 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ICCF HOMES LLC - NOTE RECEIVABLE | $1,000,000 | $1,000,000 | $1,000,000 |
| JOURNEY ACADEMY | $344,000 | $344,000 | $344,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMPUTER SERVICES | Desc |
| Revenue And Expenses Per Books | $304 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $304 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BDT CAPITAL PARTNERS ANNEX FUND I-A, LP | $1,025,318 | $294,379 | $0 |
| BDT RYE HOLDINGS, LLC | $0 | -$22,369 | $0 |
| FREEDOM ASSET MANAGEMENT, LP II | $0 | $280 | $0 |
| FREEDOM CAPITAL MANAGEMENT, LP | $387,008 | $230,088 | $0 |
| KCC TW INVESTORS, LLC | $0 | -$3,366 | $0 |
| PARTNERS GROUP CLIENT ACCESS 25, LP INC. | $0 | $72,257 | $0 |
| PCP V CAYMAN AIV, LP | $0 | -$848 | $0 |
| PRUDENTIAL CAPITAL PARTNERS V, LP | $186,354 | $138,367 | $0 |
| ROUNDTABLE HEALTHCARE CAPITAL PARTNERS III, LP | $385,238 | $238,154 | $0 |
| FEDERAL EXCISE TAX REFUND | $23,465 | $23,465 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $468,787 | $229,448 | $235,807 |
| CUSTODIAL/BANK FEES | $59,765 | $59,265 | $500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $20,000 | $0 | $0 |
| FOREIGN TAXES | $24,782 | $24,782 | $0 |