FREY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FREY FOUNDATION (EIN 23-7094777)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349105489
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T22:06:38+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | 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 | 237094777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frey Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREY | BusinessNameControlTxt |
| Phone | 6164510303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Pearl Street NW 1100 | AddressLine1Txt |
| City | Grand Rapids | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495033028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY A JOHNSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6164510303 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Burke | PreparerPersonNm |
| PTIN | P01342224 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| 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 | $162,397,904 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $863 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $863 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $905,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,655,846 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,550 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,766,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,230,033 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $98,298 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $907,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,985,040 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $481,007 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $450,407 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $494,229 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $76,591 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $417,637 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $228,571 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $31,393 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $159,746 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $50,385 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $971 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $44,817 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,686 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $54,789 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $228,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $228,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,855 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,478 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $8,377 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,336 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $88,689 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $13,303 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $120,467 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,217 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $102,397 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $100,214 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $18,635 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $81,034 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $210,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,454 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $180,374 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,141,299 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $466,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,499,578 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,312,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,780,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,453,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $466,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,280,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,546,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,518,376 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $151 | CashBOYAmt |
| Cash EOY | $160 | CashEOYAmt |
| Cash EOYFMV | $160 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,588,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,690,738 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,690,738 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $59 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $59 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $59 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $64,481 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $53,911 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $53,911 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $143,695,748 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $155,006,195 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $155,006,195 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,295,248 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $878,372 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $505,565 | LandBOYAmt |
| Land EOY | $416,876 | LandEOYAmt |
| Land EOYFMV | $416,876 | LandEOYFMVAmt |
| Other Assets BOY | $2,108,061 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,229,965 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,229,965 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $149,972,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $162,397,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $162,397,904 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,771 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $36,659 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,372,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,906,050 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $378,461 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $261,566 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $666,409 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $579,204 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,451,641 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,783,479 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $144,234,683 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $158,614,425 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $144,234,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $158,614,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $147,686,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $162,397,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $144,234,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,546,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,925,865 | OtherIncreasesAmt |
| Subtotal | $158,614,425 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $158,614,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED INVESTMENT GAIN/(LOSSES) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $30,766,840 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,536,807 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,230,033 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $2,230,033 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,230,033 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,905 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,905 | SubtotalAmt |
| Tax Based On Investment Income | $48,905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $170,435 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $170,435 | TotalPaymentsAndCreditsAmt |
| Overpayment | $121,530 | OverpaymentAmt |
| Applied To ES Tax | $121,530 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://FREYFDN.ORG/ | WebsiteAddressTxt |
| Individual With Books | Tyler Crawford | IndividualWithBooksNm |
| Phone | 6164514543 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PEARL ST NW SUITE 1100 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495033028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| MARY FREY BENNETT | ||||||||
| 40 Pearl Street NW | Grand Rapids | MI | 495033028 | SECRETARY | 10.00 | $36,000 | $0 | $0 |
| ELEONORA H FREY ZAGEL | ||||||||
| 40 Pearl Street NW | Grand Rapids | MI | 495033028 | VICE CHAIR | 10.00 | $41,413 | $0 | $0 |
| DAVID G FREY JR | ||||||||
| 40 Pearl Street NW | Grand Rapids | MI | 495033028 | CHAIR | 18.00 | $46,585 | $0 | $0 |
| SARAH R FREY ROSE | ||||||||
| 40 Pearl Street NW | Grand Rapids | MI | 495033028 | TRUSTEE | 3.00 | $17,000 | $0 | $0 |
| CAMPBELL W FREY | ||||||||
| 40 Pearl Street NW | Grand Rapids | MI | 495033028 | TRUSTEE | 3.00 | $17,577 | $0 | $0 |
| LAURA D FREY | ||||||||
| 40 Pearl Street NW | Grand Rapids | MI | 495033028 | TREASURER | 10.00 | $38,362 | $0 | $0 |
| HOLLY A JOHNSON | ||||||||
| 40 Pearl Street NW | Grand Rapids | MI | 495033028 | PRESIDENT | 40.00 | $274,006 | $8,339 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SARAH J MIX | ||||||||
| 40 Pearl Street NW | Grand Rapids | MI | 495033028 | PROGRAM ASSOCIATE | 40.00 | $69,106 | $14,530 | $0 |
| BRYANA L HOPKINS | ||||||||
| 40 Pearl Street NW | Grand Rapids | MI | 495033028 | PROGRAM OFFICER | 40.00 | $87,192 | $8,734 | $0 |
| TYLER J CRAWFORD | ||||||||
| 40 Pearl Street NW | Grand Rapids | MI | 495033028 | CFO & COO | 40.00 | $170,481 | $36,461 | $0 |
| CHRISTOPHER ROMERO | ||||||||
| 40 Pearl Street NW | Grand Rapids | MI | 495033028 | PROGRAM OFFICER | 40.00 | $92,511 | $31,565 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MONTICELLO ASSOCIATES INC | ||||||
| 1800 Larimer Street | Suite 2100 | Denver | CO | 80202 | Investment CONSULTING | $200,000 |
| CROWE LLP | ||||||
| PO Box 71570 | Chicago | IL | 60694 | Audit/Tax Services | $79,459 | |
| Specialized Computer Services | ||||||
| 2922 Fuller Ave NE | Suite 206 | Grand Rapids | MI | 49505 | Information Technology services | $51,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NORTHERN HOMES COMMUNITY DEVELOPMENT CORPORATION (NHCDC) - The Frey Foundation provided a program-related investment to NHCDC to further its charitable mission of promoting affordable housing opportunities in Northern Michigan. The funds will be used to support the construction of an affordable housing development at Pinebridge Place Apartments in Michigan. This investment advances the Foundation's exempt purpose by increasing access to quality, attainable housing for low- and moderate-income individuals and families, strengthening community stability and economic development in the region. | Description1Txt |
| Expenses1 | $250,000 | Expenses1Amt |
| Description2 | THE MICHIGAN WOMEN'S FOUNDATION - The Frey Foundation provided a program-related investment to The Michigan Women's Foundation to support the West Michigan Microlending Investment Fund. The purpose of this investment is to expand access to capital for women entrepreneurs and small business owners who face barriers to traditional financing. This initiative aligns with the Foundation's charitable goals by fostering economic empowerment, supporting local business development, and promoting financial inclusion within West Michigan communities. | Description2Txt |
| Expenses2 | $200,000 | Expenses2Amt |
| Total | $450,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $152,643,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,996,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $154,640,268 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $154,640,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,319,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $152,320,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,616,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,616,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,905 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,204 | IncomeTaxAmt |
| Total Tax | $53,109 | TotalTaxAmt |
| Distributable Before Adj | $7,562,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $250,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,812,924 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,812,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,280,528 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $450,000 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,730,528 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,812,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,131,151 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,730,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,131,151 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $599,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,213,547 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | none | ContributingManagerNm |
| Shareholder Manager | none | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOLLY A JOHNSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PEARL STREET NW Ste 1100 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 45903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6164510303 | RecipientPhoneNum |
| Recipient Email Address | CONTACT@FREYFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | STANDARD APPLICATION FORM AVAILABLE UPON REQUEST FROM ADDRESS ABOVE OR AT THE FOUNDATION'S WEBSITE: WWW.FREYFDN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DUE TWELVE WEEKS PRIOR TO SCHEDULED DATE OF BOARD FUNDING MEETINGS, HELD IN FEB, MAY, AUG, AND NOV. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR COMMUNITY-BASED OR REGIONAL PROJECTS, THE FOUNDATION FOCUSES ON PROPOSALS FROM ORGANIZATIONS AND AGENCIES SERVING KENT, EMMET OR CHARLEVOIX COUNTIES. THE FOUNDATION ALSO ACCEPTS PROPOSALS FROM CHARITABLE ORGANIZATIONS WITH A STATE-LEVEL PRESENCE OR STATE GOVERNMENT AGENCIES WHOSE PROPOSAL MAY HAVE A DIRECT IMPACT ON THE FREY FOUNDATION'S GEOGRAPHIC TARGET AREAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (195 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Acrosstown Repertory Theater | ||||||||
| PO BOX 12254 | Gainesville | FL | 32604 | NONE | PC | General Fund | $500 | |
| Amplify GR | ||||||||
| 1480 Kalamazoo Ave SE | Grand Rapids | MI | 495072112 | NONE | PC | Boston Square Community Ownership Pilot | $21,500 | |
| AOPA Foundation | ||||||||
| 421 Aviation Way | Frederick | MD | 21701 | NONE | PC | General operating support | $500 | |
| AQUME Foundation | ||||||||
| PO Box 9193 | Wyoming | MI | 495090193 | NONE | PC | 2024 Annual Gold Gala | $1,000 | |
| Arbor Circle | ||||||||
| 1115 Ball Ave NE | Grand Rapids | MI | 49505 | NONE | PC | General Support | $1,500 | |
| Arts Marketplace at Studio Park | ||||||||
| 121 Ionia Ave SW Ste 125 | Grand Rapids | MI | 495035119 | NONE | PC | Business Development Resources for Women and Minority Owned Small Businesses | $10,000 | |
| Be Cafe | ||||||||
| 7267 THORNAPPLE RIVER DRIVE SE | ADA | MI | 493010000 | NONE | PC | General Operating | $4,000 | |
| Beaver Island Community School | ||||||||
| 37895 Kings Highway | Beaver Island | MI | 49782 | NONE | GOV | Childcare Landscape Assessment | $2,400 | |
| Blandford Nature Center | ||||||||
| 1715 Hillburn Ave NW | Grand Rapids | MI | 49504 | NONE | PC | Acorns to Oak | $2,000 | |
| Blandford Nature Center | ||||||||
| 1715 Hillburn Ave NW | Grand Rapids | MI | 49504 | NONE | PC | General operating support | $2,000 | |
| Boy Scouts of America North Florida Council Inc | ||||||||
| 521 S Edgewood Avenue | Jacksonville | FL | 32205 | NONE | PC | General Fund | $2,000 | |
| Boys and Girls Clubs of Grand Rapids Youth Commonwealth Inc | ||||||||
| 235 Straight Avenue NW | Grand Rapids | MI | 49504 | NONE | PC | Be Great Tailgate Fundraiser | $500 | |
| Bridger-Teton Avalanche Center Foundation | ||||||||
| PO Box 424 | Teton Village | WY | 83025 | NONE | PC | General operating support | $250 | |
| Camp Daggett | ||||||||
| 03001 Church Road | Petoskey | MI | 49770 | NONE | PC | Kitchen Renovation and Improvements | $5,000 | |
| Camp Daggett | ||||||||
| 03001 Church Road | Petoskey | MI | 49770 | NONE | PC | Scholarship support for economically disadvantaged campers | $2,500 | |
| Camp Kesem | ||||||||
| 440 N Barranca Ave | Covina | CA | 91723 | NONE | PC | General Support for Michigan | $1,000 | |
| Casa of Kent County | ||||||||
| 180 OTTAWA ST NW Ste 5200 | GRAND RAPIDS | MI | 49503 | NONE | PC | Annual Support | $50 | |
| Celebration United Methodist Church | ||||||||
| 9501 SW Archer Road | Gainesville | FL | 32608 | NONE | PC | The Amazing Give | $1,000 | |
| Charlevoix County Community Foundation | ||||||||
| 301 Water Street PO Box 718 | East Jordan | MI | 49727 | NONE | PC | Frey 4North Philanthropy Fund | $5,000 | |
| Charlevoix Kiwanis Youth Foundation | ||||||||
| PO Box 275 | Charlevoix | MI | 49720 | NONE | PC | Dolly Parton Imagination Library | $1,000 | |
| Cheshire Project | ||||||||
| 950 Zeno Rd | Lincoln | VT | 05443 | NONE | PC | General Operating Support | $1,000 | |
| Chicago Community Foundation | ||||||||
| 33 S State St Suite 750 | Chicago | IL | 60603 | NONE | PC | Frey Gomes Giving | $25,000 | |
| Chicago Community Foundation | ||||||||
| 33 S State St Suite 750 | Chicago | IL | 60603 | NONE | PC | Frey Gomes Giving | $7,000 | |
| Children's Healing Center | ||||||||
| 1530 Fulton St E | Grand Rapids | MI | 49503 | NONE | PC | A Million Minutes More | $100,000 | |
| Conductive Learning Center | ||||||||
| 2401 Camelot Court Southeast Ste J | Grand Rapids | MI | 495466083 | NONE | PC | Conducting Readiness Recruitment Program | $2,000 | |
| Corewell Health Foundation | ||||||||
| 100 Michigan Street NE MC004 | Grand Rapids | MI | 49503 | NONE | PC | To organize holiday celebrations for children & youth receiving services at Helen DeVos Children's Hospital during the holiday season | $5,000 | |
| Council of Michigan Foundations Inc | ||||||||
| 125 Ottawa Ave NW Suite 437 | Grand Rapids | MI | 49503 | NONE | PC | Family Foundation Retreat and Annual Conference | $10,000 | |
| Diatribe Inc | ||||||||
| PO Box 2582 | Grand Rapids | MI | 49501 | NONE | PC | Planning for the new event space at The Emory Arts & Culture Hub and efforts to increase the capacity of its program delivery | $30,000 | |
| Downtown Grand Rapids Inc | ||||||||
| 29 Pearl St NW Suite 1 | Grand Rapids | MI | 49503 | NONE | PC | Building organizational capacity and infrastructure (2024 renewal) | $75,000 | |
| Downtown Grand Rapids Inc | ||||||||
| 29 Pearl St NW Suite 1 | Grand Rapids | MI | 49503 | NONE | PC | 2024 ArtPrize Event | $10,000 | |
| Drummond Island Medical Center | ||||||||
| PO Box 98 | Drummond Island | MI | 49726 | NONE | PC | Medical supplies for adolescents | $2,500 | |
| Ducks Unlimited Development Office | ||||||||
| Dept 558 PO Box 1000 | Memphis | TN | 38148 | NONE | PC | General operating support | $250 | |
| Eagle County Charter Academy Education Foundation | ||||||||
| 1105 Miller Ranch Rd | Edwards | CO | 816326425 | NONE | PC | General Support | $1,500 | |
| Eagle River Watershed Council | ||||||||
| PO Box 1477 | Gypsum | CO | 816371477 | NONE | PC | General Operating Support | $1,000 | |
| Eagle Valley Mental Health | ||||||||
| PO BOX 40000 | Vail | CO | 816587520 | NONE | PC | General Operating Support | $1,000 | |
| EARTH University Foundation | ||||||||
| 151 Ellis Street NE Floor 1 Suite 1 | Atlanta | GA | 30303 | NONE | PC | General operating support | $5,000 | 33 |
| East Grand Rapids Community Foundation | ||||||||
| 750 Lakeside Drive Southeast | East Grand Rapids | MI | 495063029 | NONE | PC | General Support | $500 | |
| East Grand Rapids Schools Foundation | ||||||||
| 2915 Hall St SE | East Grand Rapids | MI | 49506 | NONE | PC | General operating support | $3,000 | |
| EGR Academic and Fine Arts Boosters | ||||||||
| 2211 Lake Dr SE | East Grand Rapids | MI | 495063026 | NONE | PC | EGR Orchestra Support | $500 | |
| Endless Opportunities | ||||||||
| PO Box 68263 | Grand Rapids | MI | 495168263 | NONE | PC | Program support | $300 | |
| Episcopal High School | ||||||||
| 1200 North Quaker Lane | Alexandria | VA | 22302 | NONE | PC | General operating support | $3,500 | |
| Episcopal High School | ||||||||
| 1200 North Quaker Lane | Alexandria | VA | 22302 | NONE | PC | General operating support | $2,000 | |
| Equest Center for Therapeutic Riding Inc | ||||||||
| 3777 Rector NE | Rockford | MI | 49341 | NONE | PC | 20/20 Vision | $2,000 | |
| Farming for Our Future Inc | ||||||||
| PO Box 857 | Harbor Springs | MI | 49740 | NONE | PC | General Support for HS Farmers Market | $500 | |
| Fertility Preservation Center | ||||||||
| 7107 GLADYS DR SE | GRAND RAPIDS | MI | 495469738 | NONE | PC | Fertility Preservation Event | $1,000 | |
| Festival of the Arts in Grand Rapids | ||||||||
| PO Box 68440 | Grand Rapids | MI | 495168440 | NONE | PC | 2024 Festival of the Arts | $5,000 | |
| First Steps Kent | ||||||||
| 401 Hall Street SW Suite 385 | Grand Rapids | MI | 49503 | NONE | PC | Kent County Parent Outreach and Education | $10,000 | |
| First United Methodist Church of Gainesville | ||||||||
| 419 NE First Street | Gainesville | FL | 32601 | NONE | PC | Capital Campaign | $5,000 | |
| FLOW For Love of Water | ||||||||
| 440 West Front Street Suite 100 | Traverse City | MI | 496842265 | NONE | PC | FLOW - Unrestricted | $5,000 | |
| FLOW For Love of Water | ||||||||
| 223 Lake Ave Suite B | Traverse City | MI | 49684 | NONE | PC | Art Meets Water | $3,000 | |
| Fountain Street Church | ||||||||
| 24 Fountain Street NW | Grand Rapids | MI | 495033191 | NONE | PC | Restoration of the Historic Memorial Bell Tower | $10,000 | |
| Friends of Grand Rapids Parks | ||||||||
| 720 Curve St SW Suite B | Grand Rapids | MI | 495034891 | NONE | PC | Construction and design of a tribute for Mayor Rosalynn Bliss at Riverside Park | $5,000 | |
| Friends of Grand Rapids Parks | ||||||||
| 720 Curve St SW Suite B | Grand Rapids | MI | 495034891 | NONE | PC | General operating support | $250 | |
| Friends of the Colorado Avalanche Information Center | ||||||||
| PO BOX 1117 | Evergreen | CO | 80437 | NONE | PC | General operating support | $250 | |
| Fulton Street Farmers Market | ||||||||
| 1145 Fulton Street E | Grand Rapids | MI | 49503 | NONE | PC | General operating support | $1,000 | |
| Girls Growing II Women Inc | ||||||||
| PO Box 6782 | Grand Rapids | MI | 495166782 | NONE | PC | L.I.F.E. (Learning Important Fundamentals II Evolve) | $1,000 | |
| Good Hart Artist Residency Inc | ||||||||
| PO Box 182 | Harbor Springs | MI | 497400182 | NONE | PC | Organization transition, capacity building and growth | $10,000 | |
| Grand Action Foundation 20 | ||||||||
| 125 Ottawa Ave NW Suite 152 | Grand Rapids | MI | 495032837 | NONE | PC | Acrisure Amphitheater in Downtown Grand Rapids | $500,000 | |
| Grand Action Foundation 20 | ||||||||
| 125 Ottawa Ave NW Suite 152 | Grand Rapids | MI | 495032837 | NONE | PC | Community engagement and administrative support | $10,000 | |
| Grand Action Foundation 20 | ||||||||
| 125 Ottawa Ave NW Suite 152 | Grand Rapids | MI | 495032837 | NONE | PC | General support for amphitheater and soccer stadium | $10,000 | |
| Grand Haven Community Foundation | ||||||||
| 6 Sherman Ave | Grand Haven | MI | 494171781 | NONE | PC | Holly & Erick Johnson Family Fund | $10,000 | |
| Grand Rapids Cable Access Center | ||||||||
| 711 Bridge Street NW | Grand Rapids | MI | 49504 | NONE | PC | Community Media Center Annual Support | $200 | |
| Grand Rapids Civic Theatre | ||||||||
| 30 Division Ave N | Grand Rapids | MI | 49503 | NONE | PC | Annual fund | $5,000 | |
| Grand Rapids Community Foundation | ||||||||
| 185 Oakes St SW | Grand Rapids | MI | 49503 | NONE | PC | 2024 Non Profit Technical Assistance Fund (NPTA) | $30,000 | |
| Grand Rapids Community Foundation | ||||||||
| 185 Oakes St SW | Grand Rapids | MI | 49503 | NONE | PC | Ray McCahill Family Fund | $2,000 | |
| Grand Rapids Public Museum Foundation | ||||||||
| 272 Pearl Street NW | Grand Rapids | MI | 49504 | NONE | PC | The riverfront and community archives portions of the Expanding Curiosity Capital Campaign | $200,000 | |
| Grand Rapids Urban League Inc | ||||||||
| 745 Eastern Ave SE | Grand Rapids | MI | 49503 | NONE | PC | The Launch and Initial Cohorts of the Equitable Development Initiative | $30,000 | |
| Grand Rapids Urban League Inc | ||||||||
| 745 Eastern Ave SE | Grand Rapids | MI | 49503 | NONE | PC | 24th Annual Dr. Martin Luther King, Jr., Corporate Breakfast | $1,500 | |
| Grand Valley State University | ||||||||
| 301 Fulton Street West PO Box 2005 | Grand Rapids | MI | 495012005 | NONE | PC | Fully endow the Frey Foundation Chair for Family Philanthropy | $500,000 | |
| Grand Valley State University | ||||||||
| 301 Fulton Street West PO Box 2005 | Grand Rapids | MI | 495012005 | NONE | PC | Storytime in the Park - Garfield | $40,000 | |
| Grand Valley State University | ||||||||
| 301 Fulton Street West PO Box 2005 | Grand Rapids | MI | 495012005 | NONE | PC | Support for the expansion and enhancement of their local public television show, Mutually Inclusive | $12,000 | |
| Great Lakes Aquatic Habitat Network and Fund Inc | ||||||||
| PO Box 2479 | Petoskey | MI | 49770 | NONE | PC | Support for efforts in securing individual, major gifts and diversifying funding sources as outlined in the Donor and Funding Diversification Action Steps document | $5,000 | |
| Greater Michigan Council Inc Boy Scouts of America | ||||||||
| 3213 Walker Ave NW | Grand Rapids | MI | 49544 | NONE | PC | The Leadership Dinner | $5,000 | |
| Habitat for Humanity of Kent County Inc | ||||||||
| 425 Pleasant St SW | Grand Rapids | MI | 49503 | NONE | PC | Imagine capital campaign to create 100 units of affordable housing | $200,000 | |
| Harbor Springs Area Historical Society | ||||||||
| PO Box 812 | Harbor Springs | MI | 497401513 | NONE | PC | Bringing History to Life Comprehensive Campaign | $75,000 | |
| Harbor Springs Area Historical Society | ||||||||
| PO Box 812 | Harbor Springs | MI | 497401513 | NONE | PC | Bringing History to Life campaign | $25,000 | |
| Harbor Springs Festival of the Book | ||||||||
| PO Box 766 | Harbor Springs | MI | 49740 | NONE | PC | Harbor Springs Festival of the Book - Books for Schools | $36,750 | |
| Harbor Springs Lyric Theatre | ||||||||
| 275 East Main | Harbor Springs | MI | 49740 | NONE | PC | Loving Support! | $1,000 | |
| Harbor Springs Public Schools | ||||||||
| 800 State Road | Harbor Springs | MI | 49740 | NONE | GOV | Harbor Springs High School Stratford Theater Trip | $10,000 | |
| Harbor Springs Public Schools | ||||||||
| 800 State Road | Harbor Springs | MI | 49740 | NONE | GOV | Harbor Springs High School Stratford Theater Trip | $10,000 | |
| Harbor Springs Public Schools | ||||||||
| 800 State Road | Harbor Springs | MI | 49740 | NONE | GOV | general operating funds for the high school band | $1,500 | |
| Heart of West Michigan United Way | ||||||||
| 118 Commerce Ave SW num 100 | Grand Rapids | MI | 49503 | NONE | PC | Disaster recovery from water main break in Southeast Grand Rapids | $10,000 | |
| Hermitage at Diamond | ||||||||
| 1009 Hermitage St SE | Grand Rapids | MI | 495061415 | NONE | PC | General operating | $2,500 | |
| HOAP INC | ||||||||
| PO BOX 8473 | GRAND RAPIDS | MI | 495188473 | NONE | PC | A Pathway to Permanent Housing | $10,000 | |
| Home Repair Services | ||||||||
| 1100 S Division Ave | Grand Rapids | MI | 49507 | NONE | PC | Annual Support | $300 | |
| Home Repair Services of Kent County Inc | ||||||||
| 1100 S Division Ave | Grand Rapids | MI | 49507 | NONE | PC | Increase the capacity of the mobile home repair program, including the purchase of an electric cargo van, | $7,500 | |
| Housing North | ||||||||
| PO Box 1434 | Traverse City | MI | 49685 | NONE | PC | Support for a regional housing fund and expansion of existing programs | $100,000 | |
| ICCF Community Homes | ||||||||
| 415 MLK Jr St SE Ste 100 | Grand Rapids | MI | 495071233 | NONE | PC | ICCF Annual Support | $50 | |
| Institute for Justice | ||||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 222031854 | NONE | PC | general support | $1,500 | |
| Interlochen Center for the Arts | ||||||||
| PO Box 199 | Interlochen | MI | 49643 | NONE | PC | Interlochen Arts Academy General Fund | $5,000 | |
| Jewish Federation of Grand Rapids | ||||||||
| 2727 Michigan Street NE | Grand Rapids | MI | 49506 | NONE | PC | General operating support | $2,500 | |
| Junior Achievement of the Michigan Great Lakes | ||||||||
| 4090 Lake Dr Southeast | Grand Rapids | MI | 49546 | NONE | PC | Support for digitization of older VHS videos | $1,000 | |
| Kalamazoo College | ||||||||
| 1200 Academy St | Kalamazoo | MI | 49006 | NONE | PC | Kalamazoo College Fund | $5,000 | |
| Kent County Parks Foundation | ||||||||
| PO Box 230165 | Grand Rapids | MI | 49523 | NONE | PC | General operating support | $250 | |
| Land Conservancy of West Michigan | ||||||||
| 400 Ann St NW Suite 102 | Grand Rapids | MI | 49504 | NONE | PC | General Support | $2,000 | |
| Leukemia Research Foundation | ||||||||
| 191 Waukegan Rd Suite 105 | Northfield | IL | 60093 | NONE | PC | In memory of Patricia Mohn | $250 | |
| Literacy Center of West Michigan | ||||||||
| 1120 Monroe Avenue NW Suite 240 | Grand Rapids | MI | 49503 | NONE | PC | Office Renovation and Relocation | $7,000 | |
| Little Traverse Bay Humane Society | ||||||||
| 1300 West Conway Road | Harbor Springs | MI | 49740 | NONE | PC | Restricted support for the emergency care center | $10,000 | |
| Little Traverse Bay Humane Society | ||||||||
| 1300 West Conway Road | Harbor Springs | MI | 49740 | NONE | PC | General operating support | $1,500 | |
| Little Traverse Conservancy | ||||||||
| 3264 Powell Rd | Harbor Springs | MI | 49740 | NONE | PC | Save the Trees/Annual Support | $5,000 | |
| Little Traverse Sailors | ||||||||
| PO Box 583 | Harbor Springs | MI | 49740 | NONE | PC | Scholarship program support to serve children from economically disadvantaged households | $2,000 | |
| Make-A-Wish Michigan | ||||||||
| 20750 Civic Center Drive Suite 180 | Southfield | MI | 48076 | NONE | PC | 2024 Wish-A-Mile Bicycle Tour | $1,000 | |
| Marvelous Lifestyles Outreach Corporation | ||||||||
| 5110 28th St SE 1116 | Grand Rapids | MI | 49512 | NONE | PC | Marvelous Kidz Learning Center | $15,000 | |
| Mary Free Bed Hospital and Rehabilitation Center | ||||||||
| 235 Wealthy St SE | Grand Rapids | MI | 49503 | NONE | PC | A Shared Vision for Brighter Futures - Building a Pediatric Rehabilitation Hospital | $300,000 | |
| Mary Free Bed Hospital and Rehabilitation Center | ||||||||
| 235 Wealthy St SE | Grand Rapids | MI | 49503 | NONE | PC | To organize holiday celebrations for children & youth receiving services during the holiday season | $2,500 | |
| McLaren Northern Michigan Foundation | ||||||||
| 360 Connable Avenue | Petoskey | MI | 49770 | NONE | PC | To organize holiday celebrations for children & youth receiving services during the holiday season | $2,500 | |
| Meaning In Colors | ||||||||
| 1253 Euclid Ave SE | Grand Rapids | MI | 495071745 | NONE | PC | Expansion of the Empowering Future Professional program | $10,000 | |
| Michigan League for Public Policy | ||||||||
| 1223 Turner Street Suite G1 | Lansing | MI | 48906 | NONE | PC | Champions for Kids Strong Kids sponsorship | $20,000 | |
| Michigan Tech Fund | ||||||||
| 1400 Townsend Dr | Houghton | MI | 49931 | NONE | PC | Annual Support to MTU | $5,000 | |
| Momentum Center | ||||||||
| 401 N 7th Street Grand Haven MI 49 | Grand Haven | MI | 494171549 | NONE | PC | General operating support | $10,000 | |
| Mosaic Counseling | ||||||||
| 1703 South Despelder Street | Grand Haven | MI | 494172649 | NONE | PC | YOU Matter Campaign | $100,000 | |
| Mosaic Counseling | ||||||||
| 1703 South Despelder Street | Grand Haven | MI | 494172649 | NONE | PC | General operating support | $10,000 | |
| Mountain Recreation Foundation | ||||||||
| 52 Lundgren Blvd | Gypsum | CO | 816375001 | NONE | PC | Eagle Valley Trail | $1,500 | |
| Mountain Recreation Foundation | ||||||||
| 52 Lundgren Blvd | Gypsum | CO | 816375001 | NONE | PC | Eagle Valley Trail Contribution | $500 | |
| Munson Healthcare Foundations | ||||||||
| 1150 Medical Campus Drive | Traverse City | MI | 49684 | NONE | PC | General operating support | $52,200 | |
| Muskegon River Watershed Assembly | ||||||||
| 1009 Campus Drive JOH 200 | Big Rapids | MI | 493072280 | NONE | PC | Organizational capacity building | $10,000 | |
| National Wildlife Federation | ||||||||
| 213 West Liberty Street Num 200 | Ann Arbor | MI | 481041398 | NONE | PC | Great Lakes Conference 2024 | $1,000 | |
| New City Kids Inc | ||||||||
| 960 Alpine Ave | Grand Rapids | MI | 49504 | NONE | PC | Teen Life Internship Program Enhancement and Expansion | $20,000 | |
| New City Neighbors | ||||||||
| 1115 LEONARD ST NE | GRAND RAPIDS | MI | 495031233 | NONE | PC | Food security programming that empowers youth and address food insecurity | $15,000 | |
| New Growth Project | ||||||||
| 8605 PETERSON ST NE | ROCKFORD | MI | 493419514 | NONE | PC | Growing Food, Growing People | $1,000 | |
| No Surrender Running Club | ||||||||
| 1451 LAKE DR SE UNIT 6954 | GRAND RAPIDS | MI | 495165041 | NONE | PC | Capacity Building Initiative | $1,000 | |
| North Central Michigan College Foundation | ||||||||
| 1515 Howard Street | Petoskey | MI | 49770 | NONE | PC | Child Care Initiative Phase 2 | $90,000 | |
| North Central Michigan College Foundation | ||||||||
| 1515 Howard Street | Petoskey | MI | 49770 | NONE | PC | Ted Frey Scholarship program support | $5,000 | |
| North Central Michigan College Foundation | ||||||||
| 1515 Howard Street | Petoskey | MI | 49770 | NONE | PC | Ted Frey Pursuit of Knowledge Memorial Scholarship | $5,000 | |
| Northern Homes Community Development Corporation | ||||||||
| PO Box 86 | Boyne City | MI | 49712 | NONE | PC | Pinebridge Place Apartments | $90,000 | |
| Northwest Avalanche Center | ||||||||
| 249 Main Ave S Suite 107 366 | North Bend | WA | 98045 | NONE | PC | General operating support | $250 | |
| Northwest Michigan Rural Housing Partnership | ||||||||
| PO Box 1434 | Traverse City | MI | 49685 | NONE | PC | Emmet and Charlevoix County Housing Ready Program Expansion | $50,000 | |
| Oberlin College | ||||||||
| PO Box 72110 | Cleveland | OH | 441920002 | NONE | PC | Parents Fund | $2,500 | |
| Opera Grand Rapids | ||||||||
| 1320 East Fulton | Grand Rapids | MI | 49503 | NONE | PC | Annual fund | $5,000 | |
| Ottawa County Parks Foundation | ||||||||
| PO Box 314 | West Olive | MI | 49460 | NONE | PC | Fullfilling the Rosy Mound Vision | $30,000 | |
| Petoskey Montessori Children's House | ||||||||
| 1560 East Mitchell Street | Petoskey | MI | 49770 | NONE | PC | Petoskey Montessori Childcare Capacity Expansion | $5,000 | |
| Petoskey-Harbor Springs Area Community Foundation | ||||||||
| 1349 US-131 Suite A | Petoskey | MI | 49770 | NONE | PC | The Edward J. Frey Jr. Charitable Fund | $90,500 | |
| Petoskey-Harbor Springs Area Community Foundation | ||||||||
| 1349 US-131 Suite A | Petoskey | MI | 49770 | NONE | PC | Youth Advisory Committee | $5,000 | |
| Pine Rest Foundation | ||||||||
| 300 68th Street SE PO Box 165 | Grand Rapids | MI | 495010165 | NONE | PC | Pine Rest Pediatric Center for Behavioral Health | $300,000 | |
| Pine Rest Foundation | ||||||||
| 300 68th Street SE PO Box 165 | Grand Rapids | MI | 495010165 | NONE | PC | Art & Therapeutic Supplies for the Pine Rest Pediatric Center | $10,000 | |
| Planned Parenthood of Michigan | ||||||||
| PO Box 3673 | Ann Arbor | MI | 48106 | NONE | PC | General operating support | $250 | |
| PlayMakers Repertory Company | ||||||||
| Buchan House 523 E Franklin Street | Chapel Hill | NC | 27514 | NONE | PC | Community and Student Access Fund | $25,000 | |
| Public Schools of Petoskey | ||||||||
| 1130 Howard Street | Petoskey | MI | 49770 | NONE | GOV | Petoskey High School performing arts/theatre program | $1,500 | |
| River Network | ||||||||
| PO Box 21387 | Boulder | CO | 80308 | NONE | PC | River Rally 2024, a national summit of watershed conservation professionals and water advocates in Grand Rapids, MI. | $10,000 | |
| Rotary Club of Little Traverse Bay Sunset | ||||||||
| PO Box 2101 | Petoskey | MI | 49770 | NONE | PC | Parker W. Rose Scholarship Fund | $10,000 | |
| Rotary Club of Little Traverse Bay Sunset | ||||||||
| PO Box 2101 | Petoskey | MI | 49770 | NONE | PC | the Petoskey High School Vocational scholarship program | $8,000 | |
| Saint Mary's Foundation | ||||||||
| 200 Jefferson Avenue SE | Grand Rapids | MI | 49503 | NONE | PC | Capital Campaign, Behavioral Health | $10,000 | |
| Saint Mary's Foundation | ||||||||
| 200 Jefferson Avenue SE | Grand Rapids | MI | 49503 | NONE | PC | Capital Campaign, Behavioral Health | $7,200 | |
| Saint Mary's Foundation | ||||||||
| 200 Jefferson Avenue SE | Grand Rapids | MI | 49503 | NONE | PC | Support for the New Mother's Celebration at Clinica Santa Maria | $2,500 | |
| Schrems West Michigan Trout Unlimited | ||||||||
| PO Box 230094 | Grand Rapids | MI | 49523 | NONE | PC | Women on the Water 2024 | $2,000 | |
| Schrems West Michigan Trout Unlimited | ||||||||
| PO Box 230094 | Grand Rapids | MI | 49523 | NONE | PC | General operating support | $250 | |
| South End Community Outreach Ministries | ||||||||
| 1545 Buchanan Avenue SW | Grand Rapids | MI | 49507 | NONE | PC | Early Childhood Education for Low-Income, High-Need Families | $6,500 | |
| Star Center Theater | ||||||||
| 11 NE 23rd Ave | Gainesville | FL | 32609 | NONE | PC | General Fund | $1,500 | |
| Stepping Stones Montessori | ||||||||
| 1110 College Northeast Grand Rapids | Grand Rapids | MI | 49503 | NONE | PC | General operating support | $5,000 | MI 49503 |
| Temple Emanuel | ||||||||
| 1715 Fulton St E | Grand Rapids | MI | 495033802 | NONE | PC | Capital Campaign for Improvements | $2,500 | |
| The 5 Gyres Institute | ||||||||
| PO Box 5699 | Santa Monica | CA | 904095699 | NONE | PC | Unrestricted | $5,000 | |
| The Fund for Park Avenue | ||||||||
| 445 Park Avenue 9th Floor | New York | NY | 10022 | NONE | PC | Holiday tree lighting and Park Avenue planting | $10,000 | |
| The Gerald R Ford Presidential Foundation | ||||||||
| 303 Pearl Street NW | Grand Rapids | MI | 49504 | NONE | PC | General operating support | $500 | |
| The Grand Rapids Children's Museum | ||||||||
| 11 Sheldon Ave NE | Grand Rapids | MI | 49503 | NONE | PC | 2024 State of Play | $5,000 | |
| The Grand Rapids Economic Club Charitable Foundation | ||||||||
| 220 Lyon NW Suite 220 | Grand Rapids | MI | 49503 | NONE | PC | Collaborative pilot project to increase community access and inclusion through the sponsorship of a table at every lunch event for the 2024-2025 season | $20,000 | |
| The Grand Rapids Economic Club Charitable Foundation | ||||||||
| 220 Lyon NW Suite 220 | Grand Rapids | MI | 49503 | NONE | PC | 35th Annual Dinner | $5,000 | |
| The Greater Grand Rapids Chamber Foundation | ||||||||
| 250 Monroe Ave NW Suite 150 | Grand Rapids | MI | 49503 | NONE | PC | Tribute for Mayor Rosalynn Bliss | $5,000 | |
| The Hippodrome Theater | ||||||||
| 25 SE 2nd Pl | Gainesville | FL | 326016567 | NONE | PC | General Fund | $1,000 | |
| The Michigan Women's Foundation | ||||||||
| 535 Cascade West Parkway SE | Grand Rapids | MI | 49546 | NONE | PC | West Michigan Loan Officer ($100k) and Microlending Investment Fund ($50k) | $100,000 | |
| The New School | ||||||||
| 66 West 12th Street | New York | NY | 10011 | NONE | PC | Milano School For Public Policy | $1,500 | |
| The STEM Greenhouse | ||||||||
| PO Box 8571 | Kentwood | MI | 49518 | NONE | PC | Programming for high school students in GRPS | $60,000 | |
| The University of Michigan | ||||||||
| 3003 South State Street Ste 8000 | Ann Arbor | MI | 481091288 | NONE | PC | Dean's general fund at Ross School of Business | $2,000 | |
| The Village99 | ||||||||
| 625 Kenmoor Ave SE | Grand Rapids | MI | 495462395 | NONE | PC | Feasibility Study and Project Planning for a Community Resource Hub | $10,000 | |
| The Young Americans Inc | ||||||||
| 1132 Olympic Dr | Corona | CA | 928813390 | NONE | PC | General operating funds for the Harbor Springs Summer Camp Program | $5,000 | |
| Treetops Collective | ||||||||
| 906 Division Ave S | Grand Rapids | MI | 49507 | NONE | PC | Building to Belong Capital Campaign | $15,000 | |
| Tri-Cities Alano Club | ||||||||
| 419 Fulton St PO Box 637 | Grand Haven | MI | 494171233 | NONE | PC | General operating support | $10,000 | |
| UNC Law Foundation | ||||||||
| UNC Gift Services PO Box 309 | Chapel Hill | NC | 275140309 | NONE | PC | Dean's Discretionary Fund | $25,000 | |
| United Way of North Carolina | ||||||||
| 1130 Kildaire Farm Road Suite 100 | Cary | NC | 27511 | NONE | PC | Hurricane Helene Relief | $11,000 | |
| United Way of Northwest Michigan | ||||||||
| 4075 Copper Ridge Dr | Traverse City | MI | 496847059 | NONE | PC | Capacity building support for Char-Em United Way | $10,000 | |
| University of Florida Foundation Inc | ||||||||
| 1938 West University Avenue | Gainesville | FL | 32603 | NONE | PC | Harn Museum of Art | $3,000 | |
| University of Hartford | ||||||||
| 200 Bloomfield Avenue | West Hartford | CT | 061171599 | NONE | PC | General operating support | $52,200 | |
| University of Hartford | ||||||||
| 200 Bloomfield Avenue | West Hartford | CT | 061171599 | NONE | PC | General fund support | $2,500 | |
| University of North Carolina at Chapel Hill | ||||||||
| 140 Friday Center Dr | Chapel Hill | NC | 27517 | NONE | PC | The Carolina Performing Arts Student Ticket Angel Fund for the David G. Frey '64 '67 challenge grant | $25,000 | |
| University of North Carolina at Chapel Hill | ||||||||
| 140 Friday Center Dr | Chapel Hill | NC | 27517 | NONE | PC | The Carolina Performing Arts Student Ticket Angel Fund for the David G. Frey '64 '67 challenge grant | $25,000 | |
| University of North Carolina at Chapel Hill | ||||||||
| 140 Friday Center Dr | Chapel Hill | NC | 27517 | NONE | PC | Support for Shuford minor in entrepreneurship | $2,000 | |
| University of North Carolina Chapel Hill Arts and Sciences Foundation | ||||||||
| 523 E Franklin Street | Chapel Hill | NC | 27514 | NONE | PC | Arts and Science Foundation | $7,500 | |
| University of Oregon Foundation | ||||||||
| 1720 E 13th Avenue Suite 410 | Eugene | OR | 974032253 | NONE | PC | Architecture Department Fund | $5,000 | |
| University of Vermont Foundation | ||||||||
| 411 Main Street | Burlington | VT | 05401 | NONE | PC | Nutrition and Food Sciences program in the College of Agriculture and Life Sciences | $2,000 | |
| Upwardly Global | ||||||||
| 505 8th Ave Suite 1704 | New York | NY | 10018 | NONE | PC | General operating support | $5,000 | |
| Urban League of West Michigan | ||||||||
| 745 Eastern Ave SE | Grand Rapids | MI | 49503 | NONE | PC | 24th Annual Dr. Martin Luther King, Jr., Corporate Breakfast | $1,800 | |
| Ursinus College | ||||||||
| 601 E Main St | Collegeville | PA | 19426 | NONE | PC | Parents Fund | $2,500 | |
| USS Silversides Museum | ||||||||
| 1346 Bluff St | Muskegon | MI | 494411089 | NONE | PC | The drydock fund in memory of Chris Gill | $1,000 | |
| USS Silversides Museum | ||||||||
| 1346 Bluff St | Muskegon | MI | 494411089 | NONE | PC | The drydock fund in memory of Chris Gill | $500 | |
| USS Silversides Submarine Museum | ||||||||
| 1346 Bluff St | Muskegon | MI | 494411089 | NONE | PC | Unrestricted | $1,000 | |
| Vail Valley Foundation | ||||||||
| PO Box 6550 | Avon | CO | 81620 | NONE | PC | YouthPower365 | $1,500 | |
| Village of Baldwin DDA - Pure Markette | ||||||||
| 620 Washington PO Box 339 | Baldwin | MI | 49304 | NONE | PC | The Pure Markette | $250 | |
| Walking Mountains Science Center | ||||||||
| PO Box 9469 | Avon | CO | 81620 | NONE | PC | School Initiatives and Camps | $1,500 | |
| West Michigan Chapter of Association of Fundraising Professionals | ||||||||
| PO Box 6302 | Grand Rapids | MI | 495166302 | NONE | PC | 2024 National Philanthropy Day | $1,000 | |
| West Michigan Sports Commission | ||||||||
| 300 Ottawa Ave NW Suite 240 | Grand Rapids | MI | 49503 | NONE | PC | Meijer Sports Complex expansion campaign | $100,000 | |
| West Michigan Trails & Greenways Coalition | ||||||||
| 1345 Monroe Ave NW Suite 244 | Grand Rapids | MI | 49505 | NONE | PC | Building Connections, Building Communities | $150,000 | |
| Women's Audio Mission | ||||||||
| 542-544 Natoma Street num C-1 | San Francisco | CA | 94103 | NONE | PC | General operation support | $5,000 | |
| Women's Resource Center of Northern Michigan | ||||||||
| 423 Porter Street | Petoskey | MI | 49770 | NONE | PC | Empowering Bright Futures | $19,000 | |
| Women's Resource Center of Northern Michigan | ||||||||
| 423 Porter Street | Petoskey | MI | 49770 | NONE | PC | Playroom Supplies for Empowering Bright Futures campaign | $5,000 | |
| Young Men's Christian Association of Greater Grand Rapids | ||||||||
| 475 Lake Michigan Drive NW | Grand Rapids | MI | 49504 | NONE | PC | The development of a childcare center in Rapid Central Station in downtown Grand Rapids and its first year of programming | $390,000 | |
| Young Money Finances | ||||||||
| 454 Crawford St SE | Grand Rapids | MI | 495071838 | NONE | PC | We Matter Now Conference | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,780,950 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The Ruffed Grouse Society of America | ||||||||
| 100 Hightower BlVD Suite 101 | Coraopolis | PA | 15205 | NONE | PC | General Operating (MI if able) | $250 | |
| East Grand Rapids Community Foundation | ||||||||
| 750 Lakeside Drive Southeast | East Grand Rapids | MI | 495063029 | NONE | PC | General Support | $500 | |
| East Grand Rapids Community Foundation | ||||||||
| 750 Lakeside Drive Southeast | East Grand Rapids | MI | 495063029 | NONE | PC | General Support | $500 | |
| Harbor Springs Lyric Theatre | ||||||||
| 275 East Main | Harbor Springs | MI | 49740 | NONE | PC | Loving Support! | $1,000 | |
| Harbor Springs Lyric Theatre | ||||||||
| 275 East Main | Harbor Springs | MI | 49740 | NONE | PC | Loving Support! | $1,000 | |
| Mountain Recreation Foundation | ||||||||
| 52 Lundgren Blvd | Gypsum | CO | 816375001 | NONE | PC | Eagle Valley Trail | $1,000 | |
| Arbor Circle | ||||||||
| 1115 Ball Ave NE | Grand Rapids | MI | 49505 | NONE | PC | General Support | $1,500 | |
| Arbor Circle | ||||||||
| 1115 Ball Ave NE | Grand Rapids | MI | 49505 | NONE | PC | General Support | $1,500 | |
| Walking Mountains Science Center | ||||||||
| PO Box 9469 | Avon | CO | 81620 | NONE | PC | School Initiatives and Camps | $1,500 | |
| Walking Mountains Science Center | ||||||||
| PO Box 9469 | Avon | CO | 81620 | NONE | PC | School Initiatives and Camps | $1,500 | |
| YouthPower365 | ||||||||
| PO Box 6550 | Avon | CO | 81620 | NONE | PC | YouthPower365 | $1,500 | |
| YouthPower365 | ||||||||
| PO Box 6550 | Avon | CO | 81620 | NONE | PC | YouthPower365 | $1,500 | |
| Alachua County Public Schools | ||||||||
| 620 East University Avenue | Gainesville | FL | 326015498 | NONE | GOV | Eastside High School | $2,500 | |
| Jewish Federation of Grand Rapids | ||||||||
| 2727 Michigan Street NE | Grand Rapids | MI | 49506 | NONE | PC | General operating support | $2,500 | |
| Jewish Federation of Grand Rapids | ||||||||
| 2727 Michigan Street NE | Grand Rapids | MI | 49506 | NONE | PC | General operating support | $2,500 | |
| University of Florida Foundation Inc | ||||||||
| 1938 West University Avenue | Gainesville | FL | 32603 | NONE | PC | UF Performing Arts | $2,500 | |
| Saint Mary's Foundation | ||||||||
| 200 Jefferson Avenue SE | Grand Rapids | MI | 49503 | NONE | PC | Capital Campaign, Behavioral Health | $2,800 | |
| Alachua County Public Schools | ||||||||
| 620 East University Avenue | Gainesville | FL | 326015498 | NONE | GOV | Eastside High School | $3,000 | |
| Boy Scouts of America North Florida Council Inc | ||||||||
| 521 S Edgewood Avenue | Jacksonville | FL | 32205 | NONE | PC | General Fund | $3,000 | |
| FLOW For Love of Water | ||||||||
| 440 West Front Street Suite 100 | Traverse City | MI | 496842265 | NONE | PC | Art Meets Water | $3,000 | |
| FLOW For Love of Water | ||||||||
| 440 West Front Street Suite 100 | Traverse City | MI | 496842265 | NONE | PC | Art Meets Water | $3,000 | |
| EARTH University Foundation | ||||||||
| 151 Ellis Street NE Floor 1 Suite 1 | Atlanta | GA | 30303 | NONE | PC | General operating support | $5,000 | 33 |
| EARTH University Foundation | ||||||||
| 151 Ellis Street NE Floor 1 Suite 1 | Atlanta | GA | 30303 | NONE | PC | General operating support | $5,000 | 33 |
| Grand Rapids Civic Theatre | ||||||||
| 30 Division Ave N | Grand Rapids | MI | 49503 | NONE | PC | Annual fund | $5,000 | |
| Grand Rapids Civic Theatre Inc | ||||||||
| 30 Division Ave N | Grand Rapids | MI | 49503 | NONE | PC | Annual fund | $5,000 | |
| Greater Michigan Council Inc Boy Scouts of America | ||||||||
| 3213 Walker Ave NW | Grand Rapids | MI | 49544 | NONE | PC | The Leadership Dinner | $5,000 | |
| Opera Grand Rapids | ||||||||
| 1320 East Fulton | Grand Rapids | MI | 49503 | NONE | PC | Annual fund | $5,000 | |
| Opera Grand Rapids | ||||||||
| 1320 East Fulton | Grand Rapids | MI | 49503 | NONE | PC | Annual fund | $5,000 | |
| THE YOUNG AMERICANS INC | ||||||||
| 1132 OLYMPIC DR | CORONA | CA | 928813390 | NONE | PC | general operating funds for the Harbor Springs Summer Camp Program | $5,000 | |
| University of Florida Foundation Inc | ||||||||
| 1938 West University Avenue | Gainesville | FL | 32603 | NONE | PC | UF College of Medicine | $5,000 | |
| University of Florida Foundation Inc | ||||||||
| 1938 West University Avenue | Gainesville | FL | 32603 | NONE | PC | UF Cancer Center | $5,000 | |
| University of Florida Foundation Inc | ||||||||
| 1938 West University Avenue | Gainesville | FL | 32603 | NONE | PC | Florida Museum of Natural History | $5,000 | |
| Rotary Club of Little Traverse Bay Sunset | ||||||||
| PO Box 2101 | Petoskey | MI | 49770 | NONE | PC | the Petoskey High School Vocational scholarship program | $8,000 | |
| Grand Action Foundation 20 | ||||||||
| 125 Ottawa Ave NW Suite 152 | Grand Rapids | MI | 495032837 | NONE | PC | General support for amphitheater and soccer stadium | $10,000 | |
| Saint Mary's Foundation | ||||||||
| 200 Jefferson Avenue SE | Grand Rapids | MI | 49503 | NONE | PC | Capital Campaign, Behavioral Health | $10,000 | |
| The Fund for Park Avenue | ||||||||
| 445 Park Avenue 9th Floor | New York | NY | 10022 | NONE | PC | Holiday tree lighting and Park Avenue planting | $10,000 | |
| Harbor Springs Area Historical Society | ||||||||
| PO Box 812 | Harbor Springs | MI | 497401513 | NONE | PC | Bringing History to Life campaign | $25,000 | |
| PlayMakers Repertory Company | ||||||||
| Buchan House 523 E Franklin Street | Chapel Hill | NC | 27514 | NONE | PC | Community and Student Access Fund | $25,000 | |
| UNC Law Foundation | ||||||||
| UNC Gift Services PO Box 309 | Chapel Hill | NC | 275140309 | NONE | PC | Dean's Discretionary Fund | $25,000 | |
| Downtown Grand Rapids Inc | ||||||||
| 29 Pearl St NW Suite 1 | Grand Rapids | MI | 49503 | NONE | PC | Building organizational capacity and infrastructure (2024 renewal) | $50,000 | |
| Michigan Women Forward | ||||||||
| 535 Cascade West Parkway SE | Grand Rapids | MI | 49546 | NONE | PC | West Michigan Loan Officer ($100k) and Microlending Investment Fund ($50k) | $50,000 | |
| UNC Law Foundation | ||||||||
| UNC Gift Services PO Box 309 | Chapel Hill | NC | 275140309 | NONE | PC | Dean's Discretionary Fund | $50,000 | |
| Grand Valley State University | ||||||||
| 301 Fulton Street West PO Box 2005 | Grand Rapids | MI | 495012005 | NONE | PC | Fully endow the Frey Foundation Chair for Family Philanthropy | $200,000 | |
| Grand Rapids Whitewater Inc | ||||||||
| 120 Lyon St NW | Grand Rapids | MI | 49503 | NONE | PC | The construction portion of restoring the Lower Reach of the Grand River | $350,000 | |
| Grand Action Foundation 20 | ||||||||
| 125 Ottawa Ave NW Suite 152 | Grand Rapids | MI | 495032837 | NONE | PC | Soccer Stadium near Downtown Grand Rapids | $500,000 | |
| Grand Action Foundation 20 | ||||||||
| 125 Ottawa Ave NW Suite 152 | Grand Rapids | MI | 495032837 | NONE | PC | Soccer Stadium near Downtown Grand Rapids | $500,000 | |
| Grand Action Foundation 20 | ||||||||
| 201 Monroe Ave NW Suite 500 | Grand Rapids | MI | 49503 | NONE | PC | Acrisure Amphitheater in Downtown Grand Rapids | $500,000 | |
| Grand Action Foundation 20 | ||||||||
| 125 Ottawa Ave NW Suite 152 | Grand Rapids | MI | 495032837 | NONE | PC | Soccer Stadium near Downtown Grand Rapids | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,906,050 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $863 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $905,463 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$8,053 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,603 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 other income | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $123,746 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$123,746 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $115,693 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $792,183 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $907,876 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting fees | CategoryTxt |
| Amt | $64,575 | Amt |
| Net Investment Income | $9,686 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $54,789 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Depreciation Expense | PropertyDesc |
| Cost Or Other Basis | $1,208,444 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $510,243 | PriorYearDepreciationAmt |
| Computation Method | Straight Line | ComputationMethodTxt |
| Current Year Expense | $88,689 | CurrentYearExpenseAmt |
| Net Investment Income | $13,303 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | REALIZED INVESTMENT GAIN/(LOSSES) | AssetDesc |
| How Acquired | P | HowAcquiredTxt |
| Gross Sales Price | $30,766,840 | GrossSalesPriceAmt |
| Basis | $30,765,290 | BasisAmt |
| Total Net | $1,550 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| global equity funds | FMV | $88,850,840 | $88,850,840 |
| hedge funds | FMV | $16,696,246 | $16,696,246 |
| fixed-income funds | FMV | $10,439,612 | $10,439,612 |
| limited partnerships | FMV | $35,619,610 | $35,619,610 |
| Money Market Mutual Funds | FMV | $3,399,887 | $3,399,887 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE EQUIPMENT | $473,796 | $335,758 | $138,038 | $138,038 |
| LEASEHOLD IMPROVEMENTS | $821,452 | $542,614 | $278,838 | $278,838 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $50,385 | LegalFeesAmt |
| Net Investment Income | $971 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,817 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $378,461 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan Chase Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | none | InsiderRelationshipTxt |
| Loan Original | $750,000 | LoanOriginalAmt |
| Balance Due | $261,566 | BalanceDueAmt |
| Note | 2020-04 | NoteDt |
| Loan Maturity | 2027-04 | LoanMaturityDt |
| Repayment Terms | monthly for seven years | RepaymentTermsTxt |
| Interest | 2.75 | InterestRt |
| Security Provided Borrower | borrower's investment property, financial assets, instruments | SecurityProvidedBorrowerTxt |
| Loan Purpose | office remodel | LoanPurposeTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED DIVIDEND INCOME | $40,932 | $54,769 | $54,769 |
| ART WORK | $1,166,678 | $1,166,678 | $1,166,678 |
| RIGHT OF USE LEASE ASSET | $650,451 | $558,518 | $558,518 |
| Program Related Investment | $250,000 | $450,000 | $450,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Communications | $21,793 | $3,269 | $21,793 |
| COMPUTER/TECHNOLOGY SUPPORT | $70,083 | $10,512 | $56,558 |
| MEMBERSHIP & DUES | $58,791 | $278 | $55,429 |
| EQUIPMENT LEASE | $4,832 | $725 | $3,888 |
| INSURANCE | $20,299 | $3,045 | $16,655 |
| POSTAGE | $54 | $8 | $46 |
| TELEPHONE/Internet | $22,608 | $3,391 | $17,624 |
| Miscellaneous | $6,687 | $5,472 | $4,939 |
| OFFICE SUPPLIES | $5,160 | $754 | $3,442 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/(LOSS) | Desc |
| Net Investment Income | $98,298 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $20,925,865 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| BOY Book Value | $666,409 | BOYBookValueAmt |
| EOY Book Value | $579,204 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Consultants | $200,000 | $200,000 |
| Investment Trustee Fees | $28,000 | $28,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $65,000 | |
| FOREIGN TAXES | $14,336 |