2017-10-16T12:07:56-05:00 2016-12-31 BDO USA LLP 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990 2016-01-01 382368003 GERALD R FORD PRESIDENTIAL FOUNDATION % JOSEPH CALVARUSO GERA 6162540397 303 PEARL NW GRAND RAPIDS MI 49504 STEPHEN R MILLER ASSISTANT TREASURER 6162540397 2017-04-26 true JACOB COOK P01240455 6167747000 50.233.169.122 38868920172895000093 2017-10-16 P C8C9EBD7C45684A1548511CB95F49E42374DCDF7 C8C9EBD7C45684A1548511CB95F49E42374DCDF7 2016 2021-01-29 14:40:06Z JOSEPH CALVARUSO 303 Pearl NW Grand Rapids MI 49504 12421462 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. 59 59 6 67 15451 12906 1702283 2474903 0 0 1492424 1026804 32349 27153 3227056 3528860 79890 88273 0 0 355297 483763 2292 0 0 6254300 8398544 6691779 8970580 -3464723 -5441720 37126419 31231782 1193090 53884 35933329 31177898 X PLEASE SEE SCHEDULE O FOR A DETAILED DESCRIPTION. false false 7700188 FOUNDATION-SUPPORTED ACTIVITIES INCLUDE SMITHSONIAN QUALITY FEATURE EXHIBITS, NOTED SPEAKERS, AND VARIOUS COMMUNITY ACTIVITIES. FOUNDATION PROGRAMS IN 2016 INCLUDED A LUNCHEON, SYMPOSIUM, PANEL OF SPEAKERS, AND PUBLIC EVENT HONORING 9-11 COMMUNITY DAY OF REMEMBRANCE SCOUT SALUTE; THE GERALD R FORD MEDAL FOR DISTINGUISHED PUBLIC SERVICE, PRESENTED TO PRESIDENT GEORGE H.W. BUSH AND FIRST LADY BARBARA BUSH; AND THE OPENING OF THE DEVOS LEARNING CENTER AND THE NEW PERMANENT EXHIBIT GALLERY AT THE MUSEUM. 209674 FOUNDATION SUPPORT OF THE GERALD R FORD PRESIDENTIAL LIBRARY AND PRESIDENTIAL MUSEUM IN 2016 INCLUDED THE EXHIBIT- SPACE: A JOURNEY TO OUR FUTURE, A GALA CELEBRATING THE OPENING OF THE DEVOS LEARNING CENTER AND EXHIBIT GALLERY, AND AMERICAS FIRST LADIES ANNUAL EVENT IN COMMEMORATION OF FIRST LADY BETTY FORDS 98TH BIRTHDAY. 88273 88273 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 TWO HONORABLE MENTIONS WERE AWARDED IN 2016. RESEARCH GRANTS SUPPORT RESEARCH IN THE HOLDINGS OF THE FORD PRESIDENTIAL LIBRARY: 35 GRANTS OF UP TO $2,000 EACH WERE AWARDED IN 2016. 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: 8 INTERNSHIPS WERE GRANTED IN 2016. 7998135 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 45 0 true 6 true true true false false false false true true false false false false X 59 59 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 0.4 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 MARY SUE COLEMAN 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 DANNY R GAYDOU TRUSTEE 0.2 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 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 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 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 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 0.5 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 STEVE MILLER ASSISTANT TREASURER 0.4 0.0 X 0 0 0 JOSEPH CALVARUSO EXECUTIVE DIRECTOR 50.0 0.0 X 170150 0 33266 170150 0 33266 1 false true false PIONEER CONSTRUCTION INC 550 KIRTLAND ST SW GRAND RAPIDS MI 49507 CONSTRUCTION DESIGN 2690914 XIBITZ INC 5809 CROSSROADS COMMERCE PKWY SW GRAND RAPIDS MI 49519 EXHIBIT FABRICATION 3941396 GALLAGHER ASSOCIATES 8665 GEORGIA AVE SILVER SPRING MD 20910 EXHIBIT CONSTRUCTION 559621 AN EXHIBITION GROUP INC 7979 BROADWAY ST SAN ANTONIO TX 78209 TEMPORARY EXHIBIT 186410 BLUECADET INTERACTIVE 1526 FRANKFORT AVE PHILADELPHIA PA 19125 INTERACTIVE MEDIA 169000 5 2474903 2474903 0 358392 358392 0 0 75338 59887 15451 0 15451 15451 9501127 8832715 668412 668412 668412 0 0 0 0 0 0 0 0 0 CONFERENCES AND LUNCHEONS 900099 11015 11015 MISCELLANEOUS 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15451 33689 44987 50889 19696 14111 11702 141385 14904479 0.65716 0.54331 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12459279 1074999 263868 7140242 6657904 16560741 916556 -19538 4998480 12459279 16884941 159674 263172 747046 16560741 16423443 1794424 511233 1844159 16884941 11993465 4343473 377159 290654 16423443 0.11260 0.88740 true false 0 0 0 5975 5975 0 16830 9468 7362 7362 OCA BRIGADE CREDIT FUND II 30910 F OCA STRATEGOS RMBS FUND 1378258 F OCA CRMBS 1132624 F OCA OHA CREDIT FUND 2427683 F 4969475 4275036 686289 686289 3588747 -59887 -59887 3528860 9030467 59887 59887 8970580 8970580 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: $(59,887) OTHER EXPENSE ON AUDITED FINANCIAL STATEMENTS BUT NOT ON FORM 990 PART IX SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSE: $59,887 Central America and the Caribbean Investments 0 0 0 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 VAN SINGEL FINE ARTS CENTER 8500 BURLINGAME BYRON CENTER MI 49315 386002004 501(c)(3) 7500 ANNUAL PSA FILM FESTIVAL 2 JOURNALISM PRIZE 2 10000 RESEARCH GRANTS 35 37773 INTERNSHIPS 8 8000 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 TWO HONORABLE MENTIONS WERE AWARDED IN 2016. RESEARCH GRANTS SUPPORT RESEARCH IN THE HOLDINGS OF THE FORD PRESIDENTIAL LIBRARY: 35 GRANTS OF UP TO $2,000 EACH WERE AWARDED IN 2016. 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: 8 INTERNSHIPS WERE GRANTED IN 2016. X X false false false false false false false false false JOSEPH CALVARUSO EXECUTIVE DIRECTOR 170150 0 0 0 0 0 10209 0 23057 0 203416 0 0 0 AMWAY GRAND PLAZA HOTEL COMMON LEADERSHIP 17761 EVENTS FACILITIES AND SERVICES false JW MARRIOTT GRAND RAPIDS HOTEL COMMON LEADERSHIP 96592 EVENTS FACILITIES AND SERVICES false DONNA CALVARUSO WIFE OF JOE CALVARUSO 49089 COMPENSATION AS EMPLOYEE false BUSINESS TRANSACTIONS WITH INTERESTED PERSONS STEVE VAN ANDEL AND DOUG DEVOS ARE THE CHAIRMAN AND PRESIDENT, RESPECTIVELY, OF AMWAY, THE ENTITY THAT OWNS THE AMWAY GRAND PLAZA HOTEL AND JW MARRIOTT GRAND RAPIDS HOTEL. THE FOUNDATION PAID THE AMWAY GRAND PLAZA HOTEL AND JW MARRIOTT GRAND RAPIDS HOTEL FOR FACILITIES AND SERVICES RELATED TO EVENTS DURING THE YEAR. STEVE VAN ANDEL AND DOUG DEVOS ARE ALSO TRUSTEES 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, STEVEN M. FORD, AND SUSAN FORD BALES, TRUSTEES FAMILY RELATIONSHIPS BRENT SCOWCROFT AND KAREN SCOWCROFT, TRUSTEES FATHER/DAUGHTER STEVE VAN ANDEL AND DOUG DEVOS, TRUSTEES CHAIRMAN AND PRESIDENT, RESPECTIVELY, OF AMWAY 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.