GERALD R FORD FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GERALD R FORD FOUNDATION (EIN 38-2368003)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-22
IRS object ID
201802349349300530
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-08-22T11:47:51-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 OTTAWA AVE NW STE 300AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49503ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382368003EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GERALD R FORD PRESIDENTIAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOSEPH CALVARUSOInCareOfNm
Business Name ControlGERABusinessNameControlTxt
Phone6162540397PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 PEARL NWAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49504ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN R MILLERPersonNm
Person TitleASSISTANT TREASURERPersonTitleTxt
Phone6162540397PhoneNum
Signature2018-07-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACOB COOKPreparerPersonNm
PTINP01240455PTIN
Phone6167747000PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOSEPH CALVARUSOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 Pearl NWAddressLine1Txt
CityGrand RapidsCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49504ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,153,115GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GERALDRFORDFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1981FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTO PROVIDE SUPPORT TO THE GERALD R. FORD PRESIDENTIAL LIBRARY AND MUSEUM FOR EXHIBITS, CONFERENCES, AND EDUCA- TIONAL PROGRAMS TO PROMOTE THE LEGACY AND IDEALS OF GERALD R. FORD.ActivityOrMissionDesc
Voting Members Governing Body63VotingMembersGoverningBodyCnt
Voting Members Independent63VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers73TotalVolunteersCnt
Total Gross UBI$20,171TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$17,154NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,474,903PYContributionsGrantsAmt
CY Contributions Grants$1,297,631CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,026,804PYInvestmentIncomeAmt
CY Investment Income$1,758,604CYInvestmentIncomeAmt
PY Other Revenue$27,153PYOtherRevenueAmt
CY Other Revenue$35,153CYOtherRevenueAmt
PY Total Revenue$3,528,860PYTotalRevenueAmt
CY Total Revenue$3,091,388CYTotalRevenueAmt
PY Grants And Similar Paid$88,273PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$84,122CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$483,763PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$367,780CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$8,398,544PYOtherExpensesAmt
CY Other Expenses$1,774,640CYOtherExpensesAmt
PY Total Expenses$8,970,580PYTotalExpensesAmt
CY Total Expenses$2,226,542CYTotalExpensesAmt
PY Revenues Less Expenses-$5,441,720PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$864,846CYRevenuesLessExpensesAmt
Total Assets BOY$31,231,782TotalAssetsBOYAmt
Total Assets EOY$34,231,046TotalAssetsEOYAmt
Total Liabilities BOY$53,884TotalLiabilitiesBOYAmt
Total Liabilities EOY$82,355TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$31,177,898NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$34,148,691NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPLEASE SEE SCHEDULE O FOR A DETAILED DESCRIPTION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,264,605ExpenseAmt
DescFOUNDATION-SUPPORTED ACTIVITIES INCLUDE SMITHSONIAN QUALITY FEATURE EXHIBITS, NOTED SPEAKERS, AND VARIOUS COMMUNITY ACTIVITIES. FOUNDATION PROGRAMS IN 2017 INCLUDED A LUNCHEON, SYMPOSIUM, PANEL OF SPEAKERS, AND PUBLIC RECEPTION HONORING 9-11; THE WILLIAM E. SIMON LECTURE IN PUBLIC AFFAIRS DELIVERED BY FORMER SECRETARY OF HOUSING AND URBAN DEVELOPMENT AND US TRADE REPRESENTATIVE, CARLA A. HILLS; THE ANNUAL BOY SCOUT FLAG SALUTE; AND THE GERALD R. FORD MEDAL FOR DISTINGUISHED PUBLIC SERVICE, PRESENTED TO PRESIDENT JIMMY CARTER; THE OPENING OF THE PRESIDENT TRIBUTE ROOM AT THE GERALD R FORD INTERNATIONAL AIRPORT; COMMISSIONING OF USS GERALD R FORD (CVN 78) PROGRAM AND PARTICIPATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$176,655ExpenseAmt
DescFOUNDATION SUPPORT OF THE GERALD R. FORD PRESIDENTIAL LIBRARY AND PRESIDENTIAL MUSEUM IN 2017 INCLUDED THE EXHIBIT AMENDING AMERICA: THE BILL OF RIGHTS; LOUDER THAN WORDS: ROCK, POWER & POLITICS; AND AMERICAS FIRST LADIES ANNUAL EVENT IN COMMEMORATION OF FIRST LADY BETTY FORDS 99TH BIRTHDAY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$84,122ExpenseAmt
Grant$84,122GrantAmt
DescTHE FOUNDATION SUPPORTS RESEARCH AND EDUCATION THROUGH PROGRAMS INCLUDING ANNUAL JOURNALISM PRIZES, RESEARCH GRANTS, AND INTERNSHIPS. JOURNALISM PRIZES RECONGNIZE REPORTORIAL EXCELLENCE AND THE FOSTERING OF BETTER PUBLIC UNDERSTANDING OF THE PRESIDENCY AND NATIONAL DEFENSE: TWO PRIZES OF $5,000 AND ONE HONORABLE MENTION WERE AWARDED IN 2017. RESEARCH GRANTS SUPPORT RESEARCH IN THE HOLDINGS OF THE FORD PRESIDENTIAL LIBRARY: 31 GRANTS OF UP TO $2,200 EACH WERE AWARDED IN 2017. MUSEUM INTERNSHIPS OFFER COLLEGE STUDENTS PRACTICAL EXPERIENCE DURING 240 HOURS OF WORK AT THE FORD PRESIDENTIAL MUSEUM AND INCLUDE A $1,000 STIPEND UPON COMPLETION: 7 INTERNSHIPS WERE GRANTED IN 2017.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,525,382TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document48IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members63GoverningBodyVotingMembersCnt
Independent Voting Member63IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOSEPH CALVARUSOPersonNm
Phone6162540397PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 PEARL NWAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49504ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (65 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RED CAVANEY
CHAIRMAN5.00.0Yes (X)Yes (X)$0$0$0
MARTIN J ALLEN JR
CHAIRMAN EMERITUS5.00.0Yes (X)Yes (X)$0$0$0
HANK MEIJER
VICE CHAIRMAN1.00.0Yes (X)Yes (X)$0$0$0
DAVID HOOGENDOORN
TREASURER1.00.0Yes (X)Yes (X)$0$0$0
TERRENCE O'DONNELL
SECRETARY1.00.0Yes (X)Yes (X)$0$0$0
JOHN G BAAB
TRUSTEE0.20.0Yes (X)$0$0$0
JAMES A BAKER III
TRUSTEE0.20.0Yes (X)$0$0$0
SUSAN FORD BALES
TRUSTEE0.50.0Yes (X)$0$0$0
VADEN BALES
TRUSTEE0.20.0Yes (X)$0$0$0
BRIAN BECKER
TRUSTEE0.20.0Yes (X)$0$0$0
DAVID BRANDON
TRUSTEE0.20.0Yes (X)$0$0$0
ROBERT W BROWNE
TRUSTEE0.20.0Yes (X)$0$0$0
JAMES H CAVANAUGH
TRUSTEE0.20.0Yes (X)$0$0$0
RICHARD CHENEY
TRUSTEE0.20.0Yes (X)$0$0$0
DOUGLAS DEVOS
TRUSTEE0.20.0Yes (X)$0$0$0
JOHN ENGLER
TRUSTEE0.20.0Yes (X)$0$0$0
MICHAEL G FORD
TRUSTEE0.50.0Yes (X)$0$0$0
STEVEN M FORD
TRUSTEE1.00.0Yes (X)$0$0$0
DAVID G FREY
TRUSTEE0.50.0Yes (X)$0$0$0
JAMES P HACKETT
TRUSTEE0.20.0Yes (X)$0$0$0
BRYCE HARLOW
TRUSTEE0.20.0Yes (X)$0$0$0
CARLA A HILLS
TRUSTEE0.50.0Yes (X)$0$0$0
DAVID HOOKER
TRUSTEE0.20.0Yes (X)$0$0$0
ROBERT L HOOKER
TRUSTEE0.20.0Yes (X)$0$0$0
JCHUIZENGA
TRUSTEE0.20.0Yes (X)$0$0$0
ROBERT D HYNES
TRUSTEE0.20.0Yes (X)$0$0$0
MICHAEL JANDERNOA
TRUSTEE0.20.0Yes (X)$0$0$0
THOMAS E KAUPER
TRUSTEE0.20.0Yes (X)$0$0$0
FRED P KELLER
TRUSTEE0.20.0Yes (X)$0$0$0
JOHN KENNEDY
TRUSTEE0.20.0Yes (X)$0$0$0
DAVID H KENNERLY
TRUSTEE0.20.0Yes (X)$0$0$0
HENRY A KISSINGER
TRUSTEE0.20.0Yes (X)$0$0$0
JOHN O MARSH JR
TRUSTEE0.20.0Yes (X)$0$0$0
ROBIN B MARTIN
TRUSTEE0.20.0Yes (X)$0$0$0
WILLIAM MARTIN
TRUSTEE0.20.0Yes (X)$0$0$0
F DAVID MATHEWS
TRUSTEE0.20.0Yes (X)$0$0$0
STEPHEN MCCONAHEY
TRUSTEE0.20.0Yes (X)$0$0$0
M PETER MCPHERSON
TRUSTEE0.20.0Yes (X)$0$0$0
JOHN G MORRIS
TRUSTEE0.20.0Yes (X)$0$0$0
MARK MURRAY
TRUSTEE0.20.0Yes (X)$0$0$0
PAUL H O'NEILL
TRUSTEE1.00.0Yes (X)$0$0$0
PAUL H O'NEILL JR
TRUSTEE0.20.0Yes (X)$0$0$0
LEON W PARMA
TRUSTEE0.20.0Yes (X)$0$0$0
RICHARD PARSONS
TRUSTEE0.20.0Yes (X)$0$0$0
ROGER B PORTER
TRUSTEE0.20.0Yes (X)$0$0$0
DONALD H RUMSFELD
TRUSTEE0.20.0Yes (X)$0$0$0
MARK SCHLISSEL
TRUSTEE0.20.0Yes (X)$0$0$0
WILLIAM SCHUETTE
TRUSTEE0.20.0Yes (X)$0$0$0
BRENT SCOWCROFT
TRUSTEE0.20.0Yes (X)$0$0$0
KAREN SCOWCROFT
TRUSTEE0.20.0Yes (X)$0$0$0
PETER F SECCHIA
TRUSTEE0.50.0Yes (X)$0$0$0
SAMUEL THOMAS
TRUSTEE0.20.0Yes (X)$0$0$0
MARGARET TUTWILER
TRUSTEE0.20.0Yes (X)$0$0$0
FRANK A URSOMARSO
TRUSTEE0.20.0Yes (X)$0$0$0
JAMES P URSOMARSO
TRUSTEE0.20.0Yes (X)$0$0$0
STEVE VAN ANDEL
TRUSTEE0.20.0Yes (X)$0$0$0
STEVE C WATERBURY
TRUSTEE0.20.0Yes (X)$0$0$0
SANFORD I WEILL
TRUSTEE0.20.0Yes (X)$0$0$0
RONALD WEISER
TRUSTEE0.20.0Yes (X)$0$0$0
GREGORY WILLARD
TRUSTEE0.20.0Yes (X)$0$0$0
ALBERT ZAPANTA
TRUSTEE0.20.0Yes (X)$0$0$0
FRANK G ZARB
TRUSTEE0.20.0Yes (X)$0$0$0
FRANK G ZARB JR
TRUSTEE0.20.0Yes (X)$0$0$0
STEPHEN MILLER
ASSISTANT TREASURER0.40.0Yes (X)$0$0$0
JOSEPH CALVARUSO
EXECUTIVE DIRECTOR50.00.0Yes (X)$178,050$0$35,372
FieldValueIRS element (for citing)
Total Reportable Comp From Org$178,050TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$35,372TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NATIONAL ARCHIVES FOUNDATION
700 PENNSYLVANIA AVE NWWASHINGTONDC20408ARTIFACT ARCHIVING$259,250
XIBITZ INC
5809 CROSSROADS COMMERCE PKWY SWGRAND RAPIDSMI49519EXHIBIT FABRICATION$138,404
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,297,631AllOtherContributionsAmt
Total Contributions$1,297,631TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$599,194TotalRevenueColumnAmt
Exclusion$599,194ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$78,603RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$58,432RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$20,171RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,171TotalRevenueColumnAmt
Unrelated Business Revenue$20,171UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,162,705SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,003,295SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,159,410SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,159,410TotalRevenueColumnAmt
Exclusion$1,159,410ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CONFERENCES AND LUNCHEONS900099$11,557$11,557
MISCELLANEOUS REVENUE900099$3,425$3,425
FieldValueIRS element (for citing)
Other Revenue Total$14,982OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,091,388TotalRevenueColumnAmt
Unrelated Business Revenue$20,171UnrelatedBusinessRevenueAmt
Exclusion$1,773,586ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt
Program Services$25,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$59,122TotalAmt
Program Services$59,122ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$194,214TotalAmt
Management And General$194,214ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$21,260TotalAmt
Management And General$21,260ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$68,781TotalAmt
Management And General$68,781ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$68,013TotalAmt
Management And General$68,013ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,512TotalAmt
Management And General$15,512ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,303TotalAmt
Management And General$27,303ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$43,540TotalAmt
Management And General$43,540ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,355TotalAmt
Program Services$5,541ProgramServicesAmt
Management And General$2,814ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$202,948TotalAmt
Program Services$202,948ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,422TotalAmt
Management And General$25,422ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$20,327TotalAmt
Program Services$19,654ProgramServicesAmt
Management And General$673ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$21,283TotalAmt
Program Services$12,365ProgramServicesAmt
Management And General$8,918ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$340,368TotalAmt
Program Services$170,184ProgramServicesAmt
Management And General$170,184ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,366TotalAmt
Management And General$3,366ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,586TotalAmt
Management And General$24,586ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
MUSEUM REDESIGN$335,756$335,756
EDUCATION OUTREACH$226,939$226,939
FEATURE EXHIBITS$176,655$176,655
PERMANENT EXHIBITS$129,617$129,617

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$188,175TotalAmt
Program Services$161,601ProgramServicesAmt
Management And General$26,574ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,226,542TotalAmt
Program Services$1,525,382ProgramServicesAmt
Management And General$701,160ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,434,934BOYAmt
EOY$2,822,408EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$518,189BOYAmt
EOY$295,398EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,000BOYAmt
EOY$25,480EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$22,805LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,809LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,362BOYAmt
EOY$3,996EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,268,462BOYAmt
EOY$26,937,083EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,969,475BOYAmt
EOY$4,123,321EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$23,360BOYAmt
EOY$23,360EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$31,231,782BOYAmt
EOY$34,231,046EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$35,009BOYAmt
EOY$61,035EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$18,875BOYAmt
EOY$21,320EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53,884BOYAmt
EOY$82,355EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,519,994BOYAmt
EOY$27,837,622EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,907,904BOYAmt
EOY$5,561,069EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$750,000BOYAmt
EOY$750,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,177,898BOYAmt
EOY$34,148,691EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,231,782BOYAmt
EOY$34,231,046EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$864,846ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,105,947NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,902,784CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$953,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,702,283CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,474,903CurrentTaxYearMinus1YearAmt
Current Tax Year$1,297,631CurrentTaxYearAmt
Total$9,331,247TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,902,784CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$953,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,702,283CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,474,903CurrentTaxYearMinus1YearAmt
Current Tax Year$1,297,631CurrentTaxYearAmt
Total$9,331,247TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,683,845SubstantialContributorsTotAmt
Public Support Total170$6,647,402PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$543,015CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$355,145CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$259,646CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$358,392CurrentTaxYearMinus1YearAmt
Current Tax Year$599,194CurrentTaxYearAmt
Total$2,115,392TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,238CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,451CurrentTaxYearMinus1YearAmt
Current Tax Year$20,171CurrentTaxYearAmt
Total$53,860TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$50,889CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,696CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,111CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,702CurrentTaxYearMinus1YearAmt
Current Tax Year$14,982CurrentTaxYearAmt
Total$111,380TotalAmt
FieldValueIRS element (for citing)
Total Support$11,611,879TotalSupportAmt
Public Support CY1700.57247PublicSupportCY170Pct
Public Support PY1700.65716PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,657,904BeginningYearBalanceAmt
Contributions$593,400ContributionsAmt
Investment Earnings Or Losses$576,026InvestmentEarningsOrLossesAmt
Other Expenditures$1,516,261OtherExpendituresAmt
End Year Balance$6,311,069EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,459,279BeginningYearBalanceAmt
Contributions$1,074,999ContributionsAmt
Investment Earnings Or Losses$263,868InvestmentEarningsOrLossesAmt
Other Expenditures$7,140,242OtherExpendituresAmt
End Year Balance$6,657,904EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,560,741BeginningYearBalanceAmt
Contributions$916,556ContributionsAmt
Investment Earnings Or Losses-$19,538InvestmentEarningsOrLossesAmt
Other Expenditures$4,998,480OtherExpendituresAmt
End Year Balance$12,459,279EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,884,941BeginningYearBalanceAmt
Contributions$159,674ContributionsAmt
Investment Earnings Or Losses$263,172InvestmentEarningsOrLossesAmt
Other Expenditures$747,046OtherExpendituresAmt
End Year Balance$16,560,741EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,423,443BeginningYearBalanceAmt
Contributions$1,794,424ContributionsAmt
Investment Earnings Or Losses$511,233InvestmentEarningsOrLossesAmt
Other Expenditures$1,844,159OtherExpendituresAmt
End Year Balance$16,884,941EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.11880PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.88120TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,975OtherCostOrOtherBasisAmt
Depreciation$5,975DepreciationAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,830OtherCostOrOtherBasisAmt
Depreciation$12,834DepreciationAmt
Book Value$3,996BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$3,996TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALPHAGEN EUROPEAN BEST IDEAS$1,425,561F
OCA STRATEGOS RMBS FUND$19,589F
OCA CRMBS$80,946F
OCA OHA CREDIT FUND$2,597,225F
FieldValueIRS element (for citing)
Total Book Value Securities$4,123,321TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$5,255,767TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,105,947NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,105,947RevenueNotReportedAmt
Revenue Subtotal$3,149,820RevenueSubtotalAmt
Other Revenues Not Included-$58,432OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$58,432RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,091,388TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,284,974TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$58,432OtherExpensesIncludedAmt
Expenses Not Reported$58,432ExpensesNotReportedAmt
Expenses Subtotal$2,226,542ExpensesSubtotalAmt
Total Expenses Per Form990$2,226,542TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
INTENDED USES FOR ENDOWMENT FUNDSSCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUND IS USED TO FUND A SERIES OF PUBLIC AFFAIRS LECTURES HELD IN GRAND RAPIDS AND ANN ARBOR, MICHIGAN.
OTHER REVENUE ON FORM 990 PART VIII NOT ON AUDITED FINANCIAL STATEMENTSSCHEDULE D, PART XI, LINE 4B RENTAL EXPENSE: $(58,432)
OTHER EXPENSE ON AUDITED FINANCIAL STATEMENTS BUT NOT ON FORM 990 PART IXSCHEDULE D, PART XII, LINE 2D RENTAL EXPENSE: $58,432

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Type Of Activities ConductedInvestmentsTypeOfActivitiesConductedTxt
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1HAUENSTEIN CENTER - GRAND VALLEY STATE UNIVERSITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 WEST FULTONAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49504ZIPCd
FieldValueIRS element (for citing)
Recipient EIN381684280RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$25,000CashGrantAmt
Purpose Of GrantPRESIDENTIAL STUDIESPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
JOURNALISM PRIZE2$10,000
RESEARCH GRANTS31$42,122
INTERNSHIPS7$7,000

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PROCEDURES FOR MONITORING THE USE OF GRANT FUNDSSCHEDULE I, PART I, LINE 2 THE FOUNDATION AWARDS GRANTS FOR PROJECTS THAT HAVE ALREADY BEEN COMPLETED. ALL EXPENDITURES ARE REVIEWED BY THE FOUNDATION BEFORE THE GRANTS ARE APPROVED. IN CASES WHERE GRANTS ARE AWARDED BEFORE COMPLETION, THOSE PROJECTS ARE LATER VERIFIED TO CONFIRM THAT CRITERIA WERE MET.
GRANT DESCRIPTIONS AND DETAILSSCHEDULE I, PART III THE FOUNDATION SUPPORTS RESEARCH AND EDUCATION THROUGH PROGRAMS INCLUDING ANNUAL JOURNALISM PRIZES, RESEARCH GRANTS, AND INTERNSHIPS. JOURNALISM PRIZES RECOGNIZE REPORTORIAL EXCELLENCE AND THE FOSTERING OF BETTER PUBLIC UNDERSTANDING OF THE PRESIDENCY AND NATIONAL DEFENSE: TWO PRIZES OF $5,000 AND ONE HONORABLE MENTION WERE AWARDED IN 2017. RESEARCH GRANTS SUPPORT RESEARCH IN THE HOLDINGS OF THE FORD PRESIDENTIAL LIBRARY: 31 GRANTS OF UP TO $2,200 EACH WERE AWARDED IN 2017. MUSEUM INTERNSHIPS OFFER COLLEGE STUDENTS PRACTICAL EXPERIENCE DURING 240 HOURS OF WORK AT THE FORD PRESIDENTIAL MUSEUM AND INCLUDE A $1,000 STIPEND UPON COMPLETION: 7 INTERNSHIPS WERE GRANTED IN 2017.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJOSEPH CALVARUSOPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$178,050BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Deferred Compensation Flng Org$10,683DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$24,689NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$213,422TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
AMWAY GRAND PLAZA HOTEL
COMMON LEADERSHIP$7,454EVENTS FACILITIES AND SERVICESfalse
DONNA CALVARUSO
WIFE OF JOE CALVARUSO$77,805COMPENSATION AS EMPLOYEEfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceBUSINESS TRANSACTIONS WITH INTERESTED PERSONSFormAndLineReferenceDesc
ExplanationSTEVE VAN ANDEL IS THE CHAIRMAN OF AMWAY, THE ENTITY THAT OWNS THE AMWAY GRAND PLAZA HOTEL. THE FOUNDATION PAID THE AMWAY GRAND PLAZA HOTEL FOR FACILITIES AND SERVICES RELATED TO EVENTS DURING THE YEAR. STEVE VAN ANDEL IS ALSO A TRUSTEE OF THE FOUNDATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ORGANIZATION'S MISSION AND MOST SIGNIFICANT ACTIVITIESFORM 990, PART III, LINE 1 THE GERALD R. FORD PRESIDENTIAL FOUNDATION FOSTERS INCREASED AWARENESS OF THE LIFE, CAREER, VALUES, AND LEGACY OF AMERICA'S 38TH PRESIDENT. IT DOES SO THROUGH ACTIVITIES DESIGNED TO PROMOTE THE HIGH IDEALS OF INTEGRITY, HONESTY, AND CANDOR THAT DEFINED PRESIDENT FORD'S EXTRAORDINARY CAREER OF PUBLIC SERVICE. THE FOUNDATION PROMOTES THE IDEALS, VALUES, COMMITMENT TO PUBLIC SERVICE, AND HISTORICAL LEGACY OF PRESIDENT GERALD R. FORD AND FURTHER PROMOTES GREATER CIVIC ENGAGEMENT AND RECOGNITION OF INTEGRITY WHEREVER IT EXISTS IN THE PUBLIC ARENA. IT SUPPORTS PERMANENT AND CHANGING EXHIBITS DESIGNED TO PROMOTE HISTORICAL LITERACY; CONFERENCES; EDUCATIONAL OUTREACH AND OTHER PROGRAMS, BOTH SCHOLARLY AND POPULAR, AT THE GERALD R. FORD PRESIDENTIAL LIBRARY AND MUSEUM.
OFFICER, DIRECTOR, OR TRUSTEE FAMILY OR BUSINESS RELATIONSHIPSFORM 990, PART VI, SECTION A, LINE 2 VADEN BALES AND SUSAN FORD BALES, TRUSTEES HUSBAND/WIFE MICHAEL G. FORD AND STEVEN M. FORD AND SUSAN FORD BALES, TRUSTEES FAMILY RELATIONSHIPS BRENT SCOWCROFT AND KAREN SCOWCROFT, TRUSTEES FATHER/DAUGHTER ROBERT L. HOOKER AND DAVID HOOKER, TRUSTEES FATHER/SON PAUL H. O'NEILL AND PAUL H O'NEILL, JR., TRUSTEES FATHER/SON FRANK A. URSOMARSO AND JAMES P. URSOMARSO, TRUSTEES FATHER/SON FRANK G. GARB AND FRANK G. GARB, JR., TRUSTEES FATHER/SON JOSEPH CALVARUSO AND DONNA CALVARUSO, EMPLOYEES HUSBAND/WIFE
FORM 990 REVIEW PROCESSFORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR DISCUSSION AND REVIEW BEFORE IT IS FILED WITH THE IRS. AFTER REVIEW AND ANY POTENTIAL REVISION, A COPY OF THE FINAL VERSION OF THE FORM 990 IS E-MAILED TO EACH MEMBER OF THE EXECUTIVE COMMITTEE.
CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENTFORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS FURNISHED EACH YEAR TO EACH TRUSTEE OF THE EXECUTIVE COMMITTEE, OFFICER, AND STAFF MEMBER OF THE FOUNDATION. THESE PERSONS ARE REQUIRED TO REVIEW THE POLICY, DISCLOSE ANY INTERESTS OR RELATIONSHIPS THAT MAY GIVE RISE TO A POTENTIAL CONFLICT OF INTEREST, AND, AS APPLICABLE, SIGN AND RETURN AN AFFIRMATION OF COMPLIANCE.
COMPENSATION REVIEW PROCESSFORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS SUBJECT TO REVIEW AND APPROVAL BY THE OFFICERS OF THE ORGANIZATION. COMPENSATION AND LABOR MARKET SURVEYS ARE USED FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS.
GOVERNING DOCUMENTS AVAILABILITY DISCLOSUREFORM 990, PART VI, SECTION C, LINE 19 THE WRITTEN CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MAINTAINED AS INTERNAL DOCUMENTS AND ARE NOT MADE AVAILABLE TO THE PUBLIC, UNLESS FOR A BUSINESS REASON AS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE.

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