2018-08-22T11:47:51-05:00 2017-12-31 BDO USA LLP 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990 2017-01-01 382368003 GERALD R FORD PRESIDENTIAL FOUNDATION % JOSEPH CALVARUSO GERA 6162540397 303 PEARL NW GRAND RAPIDS MI 49504 STEPHEN R MILLER ASSISTANT TREASURER 6162540397 2018-07-30 true JACOB COOK P01240455 6167747000 2017 2022-09-23 18:48:47Z JOSEPH CALVARUSO 303 Pearl NW Grand Rapids MI 49504 5153115 false X WWW.GERALDRFORDFOUNDATION.ORG X 1981 MI TO 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. 63 63 6 73 20171 17154 2474903 1297631 0 0 1026804 1758604 27153 35153 3528860 3091388 88273 84122 0 0 483763 367780 0 0 0 8398544 1774640 8970580 2226542 -5441720 864846 31231782 34231046 53884 82355 31177898 34148691 X PLEASE SEE SCHEDULE O FOR A DETAILED DESCRIPTION. false false 1264605 FOUNDATION-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. 176655 FOUNDATION 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. 84122 84122 THE 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. 1525382 true true false false false false false false false true true true false false false false true false false false true false false false false false false true true true false false false false false false true true false false false false false false false false false true 48 0 true 6 true true true false false false false true true false false false false X 63 63 true false false false false false false true true false false true true true true true true true false false AL AK AR CA CO CT DC FL HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI X JOSEPH CALVARUSO 6162540397 303 PEARL NW GRAND RAPIDS MI 49504 X RED CAVANEY CHAIRMAN 5.0 0.0 X X 0 0 0 MARTIN J ALLEN JR CHAIRMAN EMERITUS 5.0 0.0 X X 0 0 0 HANK MEIJER VICE CHAIRMAN 1.0 0.0 X X 0 0 0 DAVID HOOGENDOORN TREASURER 1.0 0.0 X X 0 0 0 TERRENCE O'DONNELL SECRETARY 1.0 0.0 X X 0 0 0 JOHN G BAAB TRUSTEE 0.2 0.0 X 0 0 0 JAMES A BAKER III TRUSTEE 0.2 0.0 X 0 0 0 SUSAN FORD BALES TRUSTEE 0.5 0.0 X 0 0 0 VADEN BALES TRUSTEE 0.2 0.0 X 0 0 0 BRIAN BECKER TRUSTEE 0.2 0.0 X 0 0 0 DAVID BRANDON TRUSTEE 0.2 0.0 X 0 0 0 ROBERT W BROWNE TRUSTEE 0.2 0.0 X 0 0 0 JAMES H CAVANAUGH TRUSTEE 0.2 0.0 X 0 0 0 RICHARD CHENEY TRUSTEE 0.2 0.0 X 0 0 0 DOUGLAS DEVOS TRUSTEE 0.2 0.0 X 0 0 0 JOHN ENGLER TRUSTEE 0.2 0.0 X 0 0 0 MICHAEL G FORD TRUSTEE 0.5 0.0 X 0 0 0 STEVEN M FORD TRUSTEE 1.0 0.0 X 0 0 0 DAVID G FREY TRUSTEE 0.5 0.0 X 0 0 0 JAMES P HACKETT TRUSTEE 0.2 0.0 X 0 0 0 BRYCE HARLOW TRUSTEE 0.2 0.0 X 0 0 0 CARLA A HILLS TRUSTEE 0.5 0.0 X 0 0 0 DAVID HOOKER TRUSTEE 0.2 0.0 X 0 0 0 ROBERT L HOOKER TRUSTEE 0.2 0.0 X 0 0 0 JCHUIZENGA TRUSTEE 0.2 0.0 X 0 0 0 ROBERT D HYNES TRUSTEE 0.2 0.0 X 0 0 0 MICHAEL JANDERNOA TRUSTEE 0.2 0.0 X 0 0 0 THOMAS E KAUPER TRUSTEE 0.2 0.0 X 0 0 0 FRED P KELLER TRUSTEE 0.2 0.0 X 0 0 0 JOHN KENNEDY TRUSTEE 0.2 0.0 X 0 0 0 DAVID H KENNERLY TRUSTEE 0.2 0.0 X 0 0 0 HENRY A KISSINGER TRUSTEE 0.2 0.0 X 0 0 0 JOHN O MARSH JR TRUSTEE 0.2 0.0 X 0 0 0 ROBIN B MARTIN TRUSTEE 0.2 0.0 X 0 0 0 WILLIAM MARTIN TRUSTEE 0.2 0.0 X 0 0 0 F DAVID MATHEWS TRUSTEE 0.2 0.0 X 0 0 0 STEPHEN MCCONAHEY TRUSTEE 0.2 0.0 X 0 0 0 M PETER MCPHERSON TRUSTEE 0.2 0.0 X 0 0 0 JOHN G MORRIS TRUSTEE 0.2 0.0 X 0 0 0 MARK MURRAY TRUSTEE 0.2 0.0 X 0 0 0 PAUL H O'NEILL TRUSTEE 1.0 0.0 X 0 0 0 PAUL H O'NEILL JR TRUSTEE 0.2 0.0 X 0 0 0 LEON W PARMA TRUSTEE 0.2 0.0 X 0 0 0 RICHARD PARSONS TRUSTEE 0.2 0.0 X 0 0 0 ROGER B PORTER TRUSTEE 0.2 0.0 X 0 0 0 DONALD H RUMSFELD TRUSTEE 0.2 0.0 X 0 0 0 MARK SCHLISSEL TRUSTEE 0.2 0.0 X 0 0 0 WILLIAM SCHUETTE TRUSTEE 0.2 0.0 X 0 0 0 BRENT SCOWCROFT TRUSTEE 0.2 0.0 X 0 0 0 KAREN SCOWCROFT TRUSTEE 0.2 0.0 X 0 0 0 PETER F SECCHIA TRUSTEE 0.5 0.0 X 0 0 0 SAMUEL THOMAS TRUSTEE 0.2 0.0 X 0 0 0 MARGARET TUTWILER TRUSTEE 0.2 0.0 X 0 0 0 FRANK A URSOMARSO TRUSTEE 0.2 0.0 X 0 0 0 JAMES P URSOMARSO TRUSTEE 0.2 0.0 X 0 0 0 STEVE VAN ANDEL TRUSTEE 0.2 0.0 X 0 0 0 STEVE C WATERBURY TRUSTEE 0.2 0.0 X 0 0 0 SANFORD I WEILL TRUSTEE 0.2 0.0 X 0 0 0 RONALD WEISER TRUSTEE 0.2 0.0 X 0 0 0 GREGORY WILLARD TRUSTEE 0.2 0.0 X 0 0 0 ALBERT ZAPANTA TRUSTEE 0.2 0.0 X 0 0 0 FRANK G ZARB TRUSTEE 0.2 0.0 X 0 0 0 FRANK G ZARB JR TRUSTEE 0.2 0.0 X 0 0 0 STEPHEN MILLER ASSISTANT TREASURER 0.4 0.0 X 0 0 0 JOSEPH CALVARUSO EXECUTIVE DIRECTOR 50.0 0.0 X 178050 0 35372 178050 0 35372 1 false true false NATIONAL ARCHIVES FOUNDATION 700 PENNSYLVANIA AVE NW WASHINGTON DC 20408 ARTIFACT ARCHIVING 259250 XIBITZ INC 5809 CROSSROADS COMMERCE PKWY SW GRAND RAPIDS MI 49519 EXHIBIT FABRICATION 138404 2 1297631 1297631 0 599194 599194 0 0 78603 58432 20171 0 20171 20171 3162705 2003295 1159410 1159410 1159410 0 0 0 0 0 0 0 0 0 CONFERENCES AND LUNCHEONS 900099 11557 11557 MISCELLANEOUS REVENUE 900099 3425 3425 14982 3091388 20171 1773586 25000 25000 59122 59122 0 0 194214 194214 0 21260 21260 68781 68781 68013 68013 15512 15512 0 0 27303 27303 0 0 43540 43540 8355 5541 2814 202948 202948 25422 25422 20327 19654 673 0 0 21283 12365 8918 0 340368 170184 170184 0 0 3366 3366 24586 24586 MUSEUM REDESIGN 335756 335756 EDUCATION OUTREACH 226939 226939 FEATURE EXHIBITS 176655 176655 PERMANENT EXHIBITS 129617 129617 188175 161601 26574 2226542 1525382 701160 0 0 0 5434934 2822408 518189 295398 0 0 0 0 0 0 0 0 0 0 10000 25480 22805 18809 7362 3996 20268462 26937083 4969475 4123321 0 0 0 0 23360 23360 31231782 34231046 35009 61035 18875 21320 0 0 0 0 0 0 0 0 0 0 0 0 0 0 53884 82355 X 24519994 27837622 5907904 5561069 750000 750000 31177898 34148691 31231782 34231046 864846 2105947 X false true X true false X 2902784 953646 1702283 2474903 1297631 9331247 0 0 2902784 953646 1702283 2474903 1297631 9331247 2683845 6647402 543015 355145 259646 358392 599194 2115392 0 18238 15451 20171 53860 50889 19696 14111 11702 14982 111380 11611879 0.57247 0.65716 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6657904 593400 576026 1516261 6311069 12459279 1074999 263868 7140242 6657904 16560741 916556 -19538 4998480 12459279 16884941 159674 263172 747046 16560741 16423443 1794424 511233 1844159 16884941 0.11880 0.88120 true false 5975 5975 16830 12834 3996 3996 ALPHAGEN EUROPEAN BEST IDEAS 1425561 F OCA STRATEGOS RMBS FUND 19589 F OCA CRMBS 80946 F OCA OHA CREDIT FUND 2597225 F 4123321 5255767 2105947 2105947 3149820 -58432 -58432 3091388 2284974 58432 58432 2226542 2226542 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE 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 STATEMENTS SCHEDULE D, PART XI, LINE 4B RENTAL EXPENSE: $(58,432) OTHER EXPENSE ON AUDITED FINANCIAL STATEMENTS BUT NOT ON FORM 990 PART IX SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSE: $58,432 Central America and the Caribbean Investments false false true true false false true HAUENSTEIN CENTER - GRAND VALLEY STATE UNIVERSITY 401 WEST FULTON GRAND RAPIDS MI 49504 381684280 501(c)(3) 25000 PRESIDENTIAL STUDIES 1 JOURNALISM PRIZE 2 10000 RESEARCH GRANTS 31 42122 INTERNSHIPS 7 7000 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SCHEDULE 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 DETAILS SCHEDULE 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. X X false false false false false false false false false JOSEPH CALVARUSO EXECUTIVE DIRECTOR 178050 0 10683 0 24689 0 213422 0 0 0 AMWAY GRAND PLAZA HOTEL COMMON LEADERSHIP 7454 EVENTS FACILITIES AND SERVICES false DONNA CALVARUSO WIFE OF JOE CALVARUSO 77805 COMPENSATION AS EMPLOYEE false BUSINESS TRANSACTIONS WITH INTERESTED PERSONS STEVE 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. ORGANIZATION'S MISSION AND MOST SIGNIFICANT ACTIVITIES FORM 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 RELATIONSHIPS FORM 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 PROCESS FORM 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 ENFORCEMENT FORM 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 PROCESS FORM 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 DISCLOSURE FORM 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.