2018-03-05T17:38:01-05:00 2017-06-30 BDO USA LLP 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990PF 2016-07-01 386052788 John E Fetzer Institute Inc % BRADLEY S MILLER JOHN 2693752000 9292 West KL Avenue Kalamazoo MI 490095316 BRADLEY S MILLER ASSISTANT TREASURER 2693752000 2018-02-27 true JACOB COOK P01240455 6167747000 50.233.169.122 38868920180645000006 2018-03-05 P 05FFAD244DA32E2B731DEAE788AC2321AD67D1E7 2767BCF7E269D2D3434BA551614CF79CF55D6980 2016 2021-01-29 14:40:06Z X 564188685 X 2910766 5215003 5215003 5215003 12172525 271815461 12172525 8153256 8458 3397 4759 20306752 17390925 13373018 1588414 1392744 3099100 3294770 2088086 2068521 48221 0 0 42483 34742 2940 2940 31802 2730427 1097123 1097123 1671013 1336306 762875 1197709 1177571 587876 16894 16894 556697 32594 32578 12796464 14364 14364 12970150 26302814 1131321 1131321 23238329 772437 781737 27075251 1131321 1131321 24020066 -6768499 16259604 12241697 140037 945125 945125 1000000 1000000 1000000 1000000 408436 304985 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false false false false false false false false false false false false false false false false false ROBERT F LEHMAN 9292 West KL Avenue Kalamazoo MI 490095316 PRES EMERITUS, CHAIR & TRUSTEE 40.0 331374 33137 22015 CAROLYN T BROWN 9292 West KL Avenue Kalamazoo MI 490095316 TRUSTEE 8.0 70200 0 0 BRUCE M CARLSON 9292 West KL Avenue Kalamazoo MI 490095316 TRUSTEE 8.0 70200 0 0 LYNNE TWIST 9292 West KL Avenue Kalamazoo MI 490095316 TRUSTEE 8.0 70200 0 0 KATHLEEN M CAVANAUGH 9292 West KL Avenue Kalamazoo MI 490095316 PLANNING OFFICER/SECRETARY 40.0 148852 14885 11198 TIMOTHY J JONES 9292 West KL Avenue Kalamazoo MI 490095316 VICE PRESIDENT OPERATIONS 40.0 185441 18544 21434 ROBERT A BOISTURE 9292 West KL Avenue Kalamazoo MI 490095316 PRESIDENT & TRUSTEE 40.0 510558 27162 84553 DEBORAH S HIGGINS 9292 West KL Avenue Kalamazoo MI 490095316 Vice President of Programs 40.0 201589 20159 21485 BRAD MILLER 9292 WEST KL AVENUE KALAMAZOO MI 490095316 DIRECTOR OF FINANCE 40.0 143992 14399 26905 JULIE GANT 9292 WEST KL AVENUE KALAMAZOO MI 490095316 DIR IS & SERVICES 40.0 119617 11962 11510 GILLIAN GONDA 9292 WEST KL AVENUE KALAMAZOO MI 490095316 PROGRAM DIRECTOR 40.0 119219 11922 26026 KURIAN THOMAS 9292 WEST KL AVENUE KALAMAZOO MI 490095316 PROGRAM DIRECTOR 40.0 116589 11659 26177 MOHAMMED MOHAMMED 9292 WEST KL AVENUE KALAMAZOO MI 490095316 PROGRAM DIRECTOR 40.0 114100 11410 26329 27 PRX INC PO BOX 382234 CAMBRIDGE MA 02238 PROGRAM CONSULTING 2076980 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE 5TH FLOOR CAMBRIDGE MA 02138 PROGRAM CONSULTING 1188706 ROCKEFELLER PHILANTHROPY ADVISORS 6 WEST 48TH STREET 10TH FLOOR NEW YORK NY 10036 PROGRAM CONSULTING 1000000 UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVE MADISON WI 537088860 PROGRAM CONSULTING 1000000 KRISTA TIPPETT PUBLIC PRODUCTIONS 1619 HENNEPIN AVENUE SOUTH MINNEAPOLIS MN 55403 PROGRAM CONSULTING 983086 58 ON BEING SEE FOOTNOTE #1 2076980 HARVARD DIVINITY SCHOOL PARTNERSHIP SEE FOOTNOTE #2 1371456 COLLABORATIVE FOR SPIRITUAL DEVELOPMENT SEE FOOTNOTE #3 1000000 HEALTHY MINDS INNOVATIONS SEE FOOTNOTE #4 1000000 NONE 220259653 252567 308590580 529102800 0 529102800 7936542 521166258 26058313 X 24020066 0 2157600 0 0 26177666 162596 26015070 1995-03-09 X 12241697 5829524 6125465 7673478 31870164 10405442 4955095 5206645 6522456 27089638 26177666 13839775 15837566 17721089 73576096 772437 839980 970516 995387 3578320 25405229 12999795 14867050 16725702 69997776 564188685 517023002 532624243 532800038 2146635968 0 17372209 16374331 16990694 16011578 66748812 0 0 0 0 NONE NONE X Animal's Best Friend Fund Inc PO Box 443 Oshtemo MI 490770443 NONE PC INSTITUTIONAL SUPPORT 16500 CENTERPOINT CHURCH 2345 NORTH 10TH STREET KALAMAZOO MI 490099185 NONE PC INSTITUTIONAL SUPPORT 7000 CULTURE IS NOT OPTIONAL PO BOX 1 THREE RIVERS MI 49093 NONE PC INSTITUTIONAL SUPPORT 8300 KALAMAZOO COMMUNITY FOUNDATION 402 EAST MICHIGAN AVENUE KALAMAZOO MI 490073888 NONE PC COMMUNITY GIVING 312528 LAKE OF THE ISLES LUTHERAN CHURCH 2020 WEST LAKE OF THE ISLES PARKWAY MINNEAPOLIS MN 554052438 NONE PC INSTITUTIONAL SUPPORT 11048 MT ZION BAPTIST CHURCH 120 ROBERSON KALAMAZOO MI 490073357 NONE PC INSTITUTIONAL SUPPORT 30000 PACHAMAMA ALLIANCE PRESIDIO BLDG 1009 SAN FRANCISCO CA 941299191 NONE PC INSTITUTIONAL SUPPORT 24000 UNION CONGREGATIONAL CHURCH 401 LAKE AVENUE HACKENSACK MN 56452 NONE PC INSTITUTIONAL SUPPORT 20000 WESTERN MICHIGAN UNIVERSITY 1903 WEST MICHIGAN KALAMAZOO MI 490085403 NONE PC INSTITUTIONAL SUPPORT 66796 Diocese of Kalamazoo 215 N Westnedge Ave Kalamazoo MI 490073718 none PC Institutional Support 9500 Doctors Without Borders USA Inc 333 Seventh Ave 2nd Floor New York NY 100015004 none PC Institutional Support 11200 HERE Arts Center 145 6th Ave New York NY 10013 NONE PC Institutional Support 6667 California Institute of Integral Studies 1453 Missiona Street San Francisco CA 941032557 NONE PC Institutional Support 10000 Christian Church Disciples of Christ 2208 Winchell Avenue Kalamazoo MI 490089185 NONE PC Institutional Support 8690 Cultural Conservancy of Sacred Land Foundation PO Box 29044 San Francisco CA 941290044 NONE PC Institutional Support 6000 Earth Island Institute 2150 Allston Way Suite 460 Berkeley CA 947041375 NONE PC Institutional Support 10000 Equal Justice Initiative 122 Commerce Street Montgomery AL 36104 NONE PC Institutional Support 10050 Indigenous Educational Network of Turtle Island PO Box 485 Bemidji MN 56619 NONE PC Institutional Support 10000 Pilgrim's Landing Inc 880 Main Street Chatham MA 02633 NONE PC Institutional Support 10000 Sandy Spring Slave Museum & African Art Gallery 18524 Brooke Road PO Box 13 Sandy Spring MD 20860 NONE PC Institutional Support 10000 St Augustine Cathedral 542 West Michigan Avenue Kalamazoo MI 490073716 NONE PC Institutional Support 12020 United Way of Battle Creek and Kalamazoo Region 709 South Westnedge Avenue Kalamazoo MI 490075099 NONE PC Institutional Support 14809 Van Buren County Mental Health 801 Hazen Street Paw Paw MI 490792008 NONE PC Institutional Support 6000 Wellspring Karitas Foundation 1275 Rose Lane Berwyn PA 19312 NONE PC Institutional Support 5000 Miscellaneous AVAILABLE UPON REQUEST KALAMAZOO MI 49009 NONE PC INSTITUTIONAL SUPPORT 145629 781737 MISCELLANEOUS AVAILABLE UPON REQUEST KALAMAZOO MI 49009 NONE PC INSTITUTIONAL SUPPORT 1800 1800 14 5215003 18 12172525 ROYALTIES 15 3397 OTHER MISCELLANEOUS 01 1362 STATE TAX REFUND 01 3699 17395986 17395986 false false false false false false false false false false X X 1 JOHN E FETZER MEMORIAL TRUST PO BOX 117 VICKSBURG MI 49097 2906283 X AUDIT AND TAX SERVICES 34742 2940 2940 31802 NONE Form 990-PF, Footnote #1 Form 990-PF, Footnote #1 ON BEING - THIS PROJECT IS A MAJOR SPONSORSHIP ACROSS ALL ON BEING CHANNELS. THIS EXPOSURE INCREASES AWARENESS OF OUR WORK, PAVES THE WAY FOR FUTURE PROGRAMMING AND STRENGTHENS THE CREDIBILITY OF OUR BRAND. Form 990-PF, Footnote #2 Form 990-PF, Footnote #2 HARVARD DIVINITY SCHOOL PARTNERSHIP - THIS PROJECT IS A COLLABORATION TO RESEARCH AND SUPPORT EMERGING FORMS OF SPIRITUAL COMMUNITY WITHIN AND OUTSIDE RELIGIOUS TRADITIONS. Form 990-PF, Footnote #3 Form 990-PF, Footnote #3 COLLABORATIVE FOR SPIRITUAL DEVELOPMENT - THIS MULTI-YEAR INITIATIVE CONSISTS OF THREE PHASES OF ACTIVITIES AND DEVELOPMENT TO HARVEST, DEVELOP AND IMPLEMENT SPIRITUAL DEVELOPMENT CURRICULUM AND PROGRAMS IN SCHOOLS. FORM 990-PF, FOOTNOTE #4 FORM 990-PF, FOOTNOTE #4 HEALTHY MINDS INNOVATIONS - THIS PROJECT IS TO DEVELOP AN APP AND COMPANION WEBSITE TO DELIVER TRAINING IN SCIENTIFICALLY INFORMED CONTEMPLATIVE PRACTICES THAT ENHANCE ENDURING WELLBEING, WHICH ARE DESIGNED TO BE INCORPORATED INTO DAILY ROUTINES. NORTHERN TRUST GOVT BONDS 39799880 39799880 NORTHERN TRUST CORPORATE BONDS 24056607 24056607 CORPORATE STOCKS 144453796 144453796 VENTURE CAPITAL/PARTNERSHIPS 197396028 197396028 HEDGE FUNDS 105778195 105778195 SHORT TERM INV - NORTHERN 10782677 10782677 REAL ESTATE PARTNERSHIPS 26952815 26952815 LEGAL FEES 48221 42483 ACCRUED INVESTMENT INCOME 851139 811904 811904 OFFICE SUPPLIES 280951 188621 TELEPHONE & COMPUTER SERVICES 243342 242050 POSTAGE 14794 564 564 10985 EQUIPMENT MAINTENANCE 109400 100895 MEMBERSHIPS 110113 13800 13800 95012 LIBRARY 59431 48445 TRAINING/EMPLOYEE DEVELOPMENT 47244 46974 CAFETERIA (NET) 144088 143213 INSURANCE/PROPERTY TAXES 212932 212932 PUBLIC RELATIONS 38158 35899 CONTRACTED RESEARCH SERVICES 11527705 11836818 MISCELLANEOUS 8306 8306 ROYALTY INCOME 3397 3397 3397 OTHER MISCELLANEOUS 1362 1362 STATE TAX REFUND 3699 UNREALIZED SECURITY GAIN/LOSS 52756388 POST RETIREMENT HEALTH BENEFIT 3667514 3902765 DEFERRED EXCISE TAX 2260000 3274000 CALVERT FOUNDATION 1000000 1000000 2017-10 BALLOON PAYMENT 1. NONE PROVIDE LOW INTEREST LOANS TO NON-PROFIT ORG. INVESTMENT MGMT & CUSTODIAL 1187859 1092831 1092831 95028 CONSULTANTS 1542568 4292 4292 1575985 FEDERAL EXCISE TAXES 322306 DEFERRED TAX EXPENSE 1014000