WEGE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WEGE FOUNDATION (EIN 38-6124363)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201613209349101071
- Schema version
- 2015v2.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T09:32:17-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381337372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEENE GARTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 GRANDVILLE AVE SW SUITE 100 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386124363 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEGE | BusinessNameControlTxt |
| Phone | 6169570480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MONROE AVE NW NO 902 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495036210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER M WEGE II | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6169570480 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLAUDE A TITCHE III CPA | PreparerPersonNm |
| PTIN | P00144077 | PTIN |
| Phone | 6162355200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $288,328,982 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,807,757 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,640,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,639,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,614,841 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,086,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,614,841 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,625 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,625 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $40,075,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,266,283 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,838,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,838,144 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $126,049 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $126,049 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $981,931 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200,625 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $92,725 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $48,313 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $48,313 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $971,224 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,797 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $969,427 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,058,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,166,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,017,740 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,875,147 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,875,147 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,933,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,166,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,892,887 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,141,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,099,668 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $161,943 | CashBOYAmt |
| Cash EOY | $356,823 | CashEOYAmt |
| Cash EOYFMV | $356,823 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,546,769 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,870,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,870,849 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $122,882 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $122,882 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $122,882 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $31,669,598 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $38,766,932 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $38,382,409 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $62,069,411 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,424,863 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $92,285,569 | CorporateStockEOYFMVAmt |
| Land Bldg Investments BOY | $600,000 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $22,533,210 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,342,672 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,765,733 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,029,015 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $114,326 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $965,093 | LandBOYAmt |
| Land EOY | $914,689 | LandEOYAmt |
| Land EOYFMV | $914,689 | LandEOYFMVAmt |
| Other Assets BOY | $109,080,588 | OtherAssetsBOYAmt |
| Other Assets EOY | $110,270,913 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $111,630,028 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $232,626,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $252,070,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $288,328,982 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $29,294,391 | GrantsPayableBOYAmt |
| Grants Payable EOY | $21,107,100 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $29,294,391 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,107,100 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $2,090,645 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $2,090,645 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $201,241,576 | RetainedEarningBOYAmt |
| Retained Earning EOY | $228,872,878 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $203,332,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $230,963,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $232,626,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $252,070,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $203,332,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,141,664 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,187,291 | OtherIncreasesAmt |
| Subtotal | $231,661,176 | SubtotalAmt |
| Other Decreases | $697,653 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $230,963,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $16,543,310 | $16,907,287 | -$363,977 | -$363,977 | |
| PUBLICLY TRADED SECURITIES | $38,913,558 | $35,476,247 | $3,437,311 | $3,437,311 | |
| PARTNERSHIP K-1S | $436,194 | $436,194 | $436,194 | ||
| PARTNERSHIP K-1S | $5,661,924 | $5,661,924 | $5,661,924 | ||
| 2100 MURRAY LAKE AVE, LOWELL, MI | $40,000 | $44,333 | -$4,333 | -$4,333 | D |
| 11500 FINN ST NE, LOWELL, MI | $40,000 | $44,000 | -$4,000 | -$4,000 | D |
| CAPITAL GAINS DIVIDENDS | $451,722 | $451,722 | $451,722 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,614,841 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,696,467 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $259,665,853 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060449 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,223,676 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $209,375,227 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067934 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,145,089 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $80,301,952 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.151243 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,555,161 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $92,420,069 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.135849 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,087,993 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $96,232,724 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.136004 | DistributionYr5Rt |
| Total Distribution | 0.551479 | TotalDistributionRt |
| Average Distribution | 0.110296 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $282,484,211 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,156,879 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $120,997 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,277,876 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,892,887 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $241,993 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $241,993 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $241,993 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $554,615 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $554,615 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $205 | EsPenaltyAmt |
| Overpayment | $312,417 | OverpaymentAmt |
| Applied To ES Tax | $312,417 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WEGEFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | MARK VAN PUTTEN | IndividualWithBooksNm |
| Phone | 6169570480 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MONROE AVE NW STE 902 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495036210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| PETER M WEGE II | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | PRESIDENT,TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN SATTERLEE | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | FORMER EXECUTIVE DIRECTOR | 40.00 | $149,100 | $18,828 | $0 |
| MARY GOODWILLIE NELSON | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DIANA WEGE SHEROGAN | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN M WEGE | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | VICE PRESIDENT, TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER WEGE | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARK VAN PUTTEN | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | EXECUTIVE DIRECTOR | 40.00 | $34,327 | $1,030 | $0 |
| W MICHAEL VAN HAREN | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSERVATION STRATEGY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 CRECENT DR | AddressLine1Txt |
| City | GRAND HAVEN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 494172406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ENVIRONMENT SERVICES | ServiceTypeTxt |
| Compensation | $161,303 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $166,543,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,811,054 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $114,431,173 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $286,786,001 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $286,786,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,301,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $282,484,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,124,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,124,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $241,993 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $266,084 | IncomeTaxAmt |
| Total Tax | $508,077 | TotalTaxAmt |
| Distributable Before Adj | $13,616,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,616,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,616,134 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,892,887 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,892,887 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,892,887 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,616,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,361,527 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,956,710 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,182,713 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,996,853 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,270,079 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,767,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,892,887 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,616,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,276,753 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,044,635 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $8,361,527 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,683,108 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,956,710 | ExcessFromYear4Amt |
| Excess From Year3 | $8,182,713 | ExcessFromYear3Amt |
| Excess From Year2 | $3,996,853 | ExcessFromYear2Amt |
| Excess From Year1 | $3,270,079 | ExcessFromYear1Amt |
| Excess From Current Year | $3,276,753 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER M WEGE II | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MONROE AVE NW STE 902 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495036210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6169570480 | RecipientPhoneNum |
| Form And Info And Materials | DETAILED WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ALL REQUESTS FOR GRANTS SHALL BE MADE BY SEPTEMBER 15 AND FEBRUARY 15 TO ALLOW TIME FOR PROPER RESEA | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTACHED DETAIL | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | SEE ATTACHED | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $15,875,147 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,875,147 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTACHED DETAIL | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | SEE ATTACHED | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $21,107,100 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $21,107,100 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,640,974 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,625 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,614,841 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,267,440 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,267,440 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PETER M WEGE II AS POA PETER M WEGE | |||||||
| 1 | PO BOX 6388 | GRAND RAPIDS | MI | 49516 | $286,460 | Yes (X) | Yes (X) |
| PETER M WEGE II AS POA PETER M WEGE | |||||||
| 2 | PO BOX 6388 | GRAND RAPIDS | MI | 49516 | $25,521,297 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | FINE ART | $286,460 | 2015-04-15 |
| 2 | SECURITIES AND BONDS | $25,521,297 | 2015-04-22 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt |
|---|---|---|---|---|---|---|---|
| 99 MONROE IMPROVEMENTS | 2015-04-21 | $8,936 | SL | 15.000000000000 | $298 | $0 | |
| COMPUTER SOFTWARE | 2010-03-18 | $12,996 | SL | 5.000000000000 | $0 | $0 | $12,996 |
| 99 MONROE IMPROVEMENTS | 2014-12-01 | $664,804 | SL | 15.000000000000 | $44,320 | $0 | $5,540 |
| COMPUTERS | 2014-07-29 | $4,020 | SL | 5.000000000000 | $804 | $0 | $302 |
| BATHROOM RUG | 2014-10-17 | $1,060 | SL | 7.000000000000 | $151 | $0 | $19 |
| AUDIO/VIDEO | 2014-11-24 | $3,564 | SL | 5.000000000000 | $713 | $0 | $89 |
| FRAMING FOR ARTWORK | 2014-11-25 | $16,005 | SL | 7.000000000000 | $2,286 | $0 | $286 |
| FURNITURE & FIXTURES - 99 MONROE | 2014-12-01 | $284,245 | SL | 7.000000000000 | $43,366 | $0 | $2,369 |
| FRAMING FOR ARTWORK | 2015-01-26 | $1,915 | SL | 7.000000000000 | $137 | $0 | |
| FURNITURE & FIXTURES - 99 MONROE | 2015-04-21 | $9,106 | SL | 7.000000000000 | $650 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $65,424,863 | EOYBookValueAmt |
| EOYFMV | $92,285,569 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $38,766,932 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $38,382,409 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | AT COST | $25,663,100 | $34,082,689 |
| ASSET BACKED SECURITIES | AT COST | $1,679,572 | $1,683,044 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 99 MONROE IMPROVEMENTS | $8,936 | $298 | $8,638 |
| COMPUTER SOFTWARE | $12,996 | $12,996 | $0 |
| 99 MONROE IMPROVEMENTS | $664,804 | $49,860 | $614,944 |
| COMPUTERS | $4,020 | $1,106 | $2,914 |
| BATHROOM RUG | $1,060 | $170 | $890 |
| AUDIO/VIDEO | $3,564 | $802 | $2,762 |
| FRAMING FOR ARTWORK | $16,005 | $2,572 | $13,433 |
| FURNITURE & FIXTURES - 99 MONROE | $284,245 | $45,735 | $238,510 |
| FRAMING FOR ARTWORK | $1,915 | $137 | $1,778 |
| FURNITURE & FIXTURES - 99 MONROE | $9,106 | $650 | $8,456 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP INTERESTS | $108,923,858 | $109,850,087 | $111,209,202 |
| FINE ART | $133,800 | $420,260 | $420,260 |
| SILVER COINS | $566 | $566 | $566 |
| TANGIBLE PERSONAL PROPERTY | $22,364 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $697,653 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND MEMBERSHIPS | $34,252 | $0 | $34,252 |
| OFFICE EXPENSES | $238,805 | $0 | $238,805 |
| CONSULTING FEE | $161,303 | $0 | $161,303 |
| EDUCATION | $13,779 | $0 | $13,779 |
| RETREAT | $14,274 | $0 | $14,274 |
| MEALS & ENTERTAINMENT | $4,436 | $0 | $4,436 |
| INSURANCE | $12,636 | $0 | $12,636 |
| CONTRACT LABOR | $485,979 | $0 | $485,979 |
| PROPERTY EXPENSES | $3,963 | $0 | $3,963 |
| PARTNERSHIP SCHEDULE K-1'S | $1,797 | $1,797 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $11,625 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,625 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,625 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN GRANTS PAYABLE | Desc |
| Amt | $8,187,291 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $856,038 | $856,038 | $0 |
| PROFESSIONAL FEES-ATTY/CPA | $107,013 | $107,013 | $0 |
| PORTFOLIO EXPENSES | $875,093 | $875,093 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDENDS | $199,305 | $198,701 | $0 |
| EXCISE TAXES | $780,702 | $0 | $0 |
| PROPERTY TAXES | $1,924 | $1,924 | $0 |
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