2025-11-14T13:46:02-06:00 2024-12-31 861065772 DELOITTE TAX LLP 37 OTTAWA AVE NW SUITE 600 GRAND RAPIDS MI 49503 990PF 2024-01-01 202110420 THE DAVID AND CAROL VAN ANDEL FAMILY FOUNDATION DAVI 6165742741 3133 ORCHARD VISTA DRIVE SE GRAND RAPIDS MI 49546 NICOLE DANDRIDGE TREASURER/SECRETARY 6165742741 2025-11-14 1 0 KEVIN T JEAKLE P00358470 6163367900 2024 2025-03-06 01:10:19Z X 111617386 X 0 X 52695 39064 1680611 5475625 7377593 17069861 3957430 46479 137465 9157378 9609584 301327 0 137635 139378 0 63662 81501 0 38880 22219 2222 17775 499723 499723 0 67079 38416 14551 64706 25515 35428 1175933 565876 307931 8404702 8404702 9580635 565876 8712633 -423257 9043708 24336 89049 89049 12138015 3901616 3901616 10679 12135 12135 97699036 107614586 107614586 109872066 111617386 111617386 34493 342272 34493 342272 X 0 0 0 0 109837573 111275114 109837573 111275114 109872066 111617386 109837573 -423257 1860798 111275114 0 111275114 PUBLICLY TRADED SECURITIES P 7477520 7216394 261126 261126 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49546 ASSOCIATE DIRECTOR 21.00 23310 8959 0 SUE TEITSMA 3133 ORCHARD VISTA DRIVE GRAND RAPIDS MI 49546 EXECUTIVE ASSISTANT 40.00 80964 19238 0 BRANDIE PERRY 3133 ORCHARD VISTA DRIVE GRAND RAPIDS MI 49546 EXECUTIVE ASSISTANT 36.00 58414 7194 0 0 DONALD SMITH 1500 AMERICAN BOULEVARD PENNINGTON NJ 085344129 INVESTMENT MANAGEMENT 77547 GARDNER RUSSO 1500 AMERICAN BOULEVARD PENNINGTON NJ 085344129 INVESTMENT MANAGEMENT 55685 MD SASS 1500 AMERICAN BOULEVARD PENNINGTON NJ 085344129 INVESTMENT MANAGEMENT 54475 ADABELLE CAPITAL II - LS 250 MONROE AVENUE SUITE 600 GRAND RAPIDS MI 49503 INVESTMENT MANAGEMENT 53967 CALAMOS GLOBAL OPPORTUNITIES FUND LP 2020 CALAMOS COURT NAPERVILLE IL 60563 INVESTMENT MANAGEMENT 51443 0 0 104740006 7351214 0 112091220 0 0 112091220 1681368 110409852 5520493 5520493 125708 125708 5394785 0 5394785 0 5394785 8712633 0 8712633 5394785 0 0 228776 2110302 1267205 3606283 8712633 0 0 0 5394785 3317848 0 0 6924131 0 0 0 0 0 0 228776 6695355 2110302 1267205 3317848 JASON GUST 3133 ORCHARD VISTA DRIVE SE GRAND RAPIDS MI 49546 6165742741 LETTER OF REFERENCE NONE NONE 3-11 YOUTH HOUSING 320 STATE ST GRAND RAPIDS MI 49503 PC COMMUNITY DEVELOPMENT 54000 AMERICAN NATIONAL RED CROSS 3886 BROADMOOR AVENUE SE GRAND RAPIDS MI 49512 PC COMMUNITY DEVELOPMENT 85000 BAXTER COMMUNITY CENTER 935 BAXTER STREET SE GRAND RAPIDS MI 49506 PC COMMUNITY DEVELOPMENT 15000 BETHANY CHRISTIAN SERVICES 901 EASTERN AVE SE GRAND RAPIDS MI 49503 PC CHRISTIAN INSTITUTIONS 300000 BLANDFORD NATURE CENTER 1715 HILLBURN AVENUE NW GRAND RAPIDS MI 495042452 PC COMMUNITY DEVELOPMENT 60000 BOY SCOUTS OF AMERICA 3213 WALKER AVENUE NW GRAND RAPIDS MI 495449775 PC COMMUNITY DEVELOPMENT 70000 CAROLINE'S PEACH FOUNDATION 496 LINCOLN AVE HOLLAND MI 49423 PC HEALTH & WELL-BEING 1000 CASCADE FELLOWSHIP CHRISTIAN REFORMED CHURCH 6655 CASCADE ROAD SE GRAND RAPIDS MI 49546 PC CHRISTIAN INSTITUTIONS 90000 CHILDREN'S HEALING CENTER 1530 FULTON ST E GRAND RAPIDS MI 49503 PC HEALTH & WELL-BEING 125000 DAVENPORT UNIVERSITY FOUNDATION 6191 KRAFT AVE SE GRAND RAPIDS MI 49512 SO I EDUCATION 4000 GILDA'S CLUB GRAND RAPIDS 1806 BRIDGE STREET NW GRAND RAPIDS MI 49504 PC HEALTH & WELL-BEING 35000 GIRL SCOUTS OF MICHIGAN SHORE TO SHORE 3275 WALKER AVE NW GRAND RAPIDS MI 495449775 PC HEALTH & WELL-BEING 140000 GRAND ACTION FOUNDATION 125 OTTAWA AVE NW SUITE 152 GRAND RAPIDS MI 49503 PC HEALTH & WELL-BEING 1000000 GRAND RAPIDS AFRICAN AMERICAN HEALTH INSTITUTE 500 LAFAYETTE AVENUE NE SUITE 18 GRAND RAPIDS MI 49503 PC HEALTH & WELL-BEING 70000 GRAND RAPIDS CHAMBER FOUNDATION 250 MONROE AVENUE NW SUITE 150 GRAND RAPIDS MI 49503 SO I COMMUNITY DEVELOPMENT 5000 GRAND RAPIDS CHRISTIAN SCHOOLS 2400 PLYMOUTH AVENUE SE GRAND RAPIDS MI 49506 PC CHRISTIAN EDUCATION 100000 GRAND RAPIDS DOWNTOWN MARKET EDUCATION FOUNDATION 435 IONIA AVE SW GRAND RAPIDS MI 49503 PC EDUCATION 15000 GRAND RAPIDS GRIFFINS YOUTH FOUNDATION 130 W FULTON SUITE 111 GRAND RAPIDS MI 49503 PC COMMUNITY DEVELOPMENT 2500 GRAND RAPIDS NEHEMIAH PROJECT 1530 MADISON AVENUE SE GRAND RAPIDS MI 49507 SO I COMMUNITY DEVELOPMENT 350000 GRAND RAPIDS PUBLIC MUSEUM FOUNDATION 272 PEARL STREET NW GRAND RAPIDS MI 495045371 PC ARTS & CULTURE 50500 HOLLAND HARBOR LIGHTHOUSE HISTORICAL COMMISSION PO BOX 13 MACATAWA MI 49434 PC COMMUNITY DEVELOPMENT 35000 HOME REPAIR SERVICES OF KENT COUNTY INC 1100 S DIVISION AVENUE GRAND RAPIDS MI 49507 PC HEALTH & HUMAN SERVICES 2500 INNER CITY CHRISTIAN FEDERATION 415 MARTIN LUTHER KING JR STREET SW SUITE 100 GRAND RAPIDS MI 49507 PC HEALTH & WELL-BEING 25000 JOHN BALL ZOOLOGICAL SOCIETY 1300 W FULTON STREET GRAND RAPIDS MI 49504 PC ARTS & CULTURE 755000 KENT COUNTY PARKS FOUNDATION PO BOX 230165 GRAND RAPIDS MI 495230165 SO III FI COMMUNITY DEVELOPMENT 10000 KIDS FOOD BASKET 1300 PLYMOUTH AVENUE NE GRAND RAPIDS MI 49505 PC COMMUNITY DEVELOPMENT 50000 MAKE A WISH FOUNDATION OF MICHIGAN 25 MICHIGAN STREET NE SUITE 1200 GRAND RAPIDS MI 49503 PC HEALTH & WELL-BEING 55000 MARY FREE BED REHABILITATION HOSPITAL FOUNDATION 235 WEALTHY SE GRAND RAPIDS MI 49503 SO I HEALTH & WELL-BEING 333333 MEL TROTTER MINISTRIES 225 COMMERCE AVENUE SW GRAND RAPIDS MI 49503 PC CHRISTIAN INSTITUTIONS 1000000 OPERA GRAND RAPIDS BETTY VAN ANDEL OPERA CENTER 1320 FULTON STREET EAST GRAND RAPIDS MI 49503 PC ARTS & CULTURE 408000 PINE REST CHRISTIAN HOSPITAL 300 68TH STREET SE PO BOX 165 GRAND RAPIDS MI 495010165 SO I CHRISTIAN INSTITUTIONS 2000000 PINE REST FOUNDATION 300 68TH STREET SE PO BOX 165 GRAND RAPIDS MI 495010165 SO I CHRISTIAN INSTITUTIONS 10000 POTTERS HOUSE 810 VAN RAALTE DRIVE SW GRAND RAPIDS MI 49509 PC EDUCATION 65100 RED GLASSES MOVEMENT 171 MONROE NW STE 410 GRAND RAPIDS MI 49503 PC COMMUNITY DEVELOPMENT 1000 SAINT MARY'S FOUNDATION 200 JEFFERSON AVENUE SE GRAND RAPIDS MI 49503 PC HEALTH & WELL-BEING 5000 SALVATION ARMY 1215 EAST FULTON STREET PO BOX 2603 GRAND RAPIDS MI 495032603 PC CHRISTIAN INSTITUTIONS 85000 SCHOOL EMERGENCY RESPONSE COALITION PO BOX 50 CEDAR SPRINGS MI 49319 PC COMMUNITY DEVELOPMENT 20000 SENIOR NEIGHBORS INC 678 FRONT AVENUE NW SUITE 205 GRAND RAPIDS MI 49504 PC COMMUNITY DEVELOPMENT 10000 STREAMS OF HOPE 280 60TH STREET SE SUITE 100 GRAND RAPIDS MI 49548 PC HEALTH & WELL-BEING 25000 THE ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY 98 EAST FULTON STREET GRAND RAPIDS MI 49503 PC CHRISTIAN EDUCATION 43500 THE MICHIGAN WOMEN'S FOUNDATION 535 CASCADE WEST PARKWAY SE GRAND RAPIDS MI 49546 PC EDUCATION 5000 VAN ANDEL RESEARCH INSTITUTE 333 BOSTWICK AVUNUE NE GRAND RAPIDS MI 49503 PC HEALTH & WELL-BEING 61430 VOLUNTEERS IN SERVICE PO BOX 8215 GRAND RAPIDS MI 49518 PC CHRISTIAN INSTITUTIONS 5000 WEDGWOOD CHRISTIAN SERVICES 3300 36TH STREET SE GRAND RAPIDS MI 49512 PC HEALTH & WELL-BEING 60000 WEST MICHIGAN HISPANIC CHAMBER OF COMMERCE 2007 DIVISION AVENUE S GRAND RAPIDS MI 49507 SO I COMMUNITY DEVELOPMENT 5000 WEST MICHIGAN SPORTS COMMISSION 300 OTTAWA AVE NW SUITE 240 GRAND RAPIDS MI 49503 PC COMMUNITY DEVELOPMENT 50000 WESTERN THEOLOGICAL SEMINARY ADVANCEMENT OFFICE 101 EAST 13TH STREET HOLLAND MI 494233622 PC CHRISTIAN EDUCATION 627839 WOMEN'S RESOURCE CENTER 678 FRONT AVENUE NW SUITE 180 GRAND RAPIDS MI 49504 PC HEALTH & WELL-BEING 25000 YMCA OF GREATER GRAND RAPIDS 475 LAKE MICHIGAN DRIVE GRAND RAPIDS MI 49504 PC HEALTH & WELL-BEING 55000 8404702 BLANDFORD NATURE CENTER 1715 HILLBURN AVENUE NW GRAND RAPIDS MI 495042452 PC COMMUNITY DEVELOPMENT 60000 CHILDRENS HEALING CENTER 1530 FULTON ST E GRAND RAPIDS MI 49503 PC HEALTH & WELL-BEING 125000 GRAND ACTION FOUNDATION 125 OTTAWA AVE NW SUITE 152 GRAND RAPIDS MI 49503 PC HEALTH & WELL-BEING 2000000 GRAND RAPIDS CHRISTIAN SCHOOLS 2400 PLYMOUTH AVENUE SE GRAND RAPIDS MI 49506 PC CHRISTIAN EDUCATION 100000 JOHN BALL ZOOLOGICAL SOCIETY 1300 W FULTON STREET GRAND RAPIDS MI 49504 PC ARTS & CULTURE 1250000 MAKE A WISH FOUNDATION OF MICHIGAN 648 MONROE AVENUE NW SUITE 104 GRAND RAPIDS MI 49503 PC HEALTH & WELL-BEING 105000 MARY FREE BED REHABILITATION HOSPITAL FOUNDATION 235 WEALTHY SE GRAND RAPIDS MI 49503 SO I HEALTH & WELL-BEING 333333 PINE REST CHRISTIAN HOSPITAL 300 68TH STREET SE PO BOX 165 GRAND RAPIDS MI 495010165 SO I CHRISTIAN INSTITUTIONS 6000000 STREAMS OF HOPE 280 60TH STREET SE SUITE 100 GRAND RAPIDS MI 49548 PC HEALTH & WELL-BEING 25000 WESTERN THEOLOGICAL SEMINARY ADVANCEMENT OFFICE 101 EAST 13TH STREET HOLLAND MI 494233622 PC CHRISTIAN EDUCATION 500000 WOMEN'S RESOURCE CENTER 678 FRONT AVENUE NW SUITE 180 GRAND RAPIDS MI 49504 PC HEALTH & WELL-BEING 25000 10523333 14 52695 14 1680611 14 46479 18 7377593 0 9157378 0 9157378 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 22219 2222 17775 CALAMOS GLOBAL OPPORTUNITIES FUND, L.P. FMV 5522865 5522865 MERRILL LYNCH - 105 FMV 11467256 11467256 MERRILL LYNCH - 735 FMV 4804964 4804964 MERRILL LYNCH - 687 FMV 3900382 3900382 SJC ONSHORE DIRECT LENDING FUND III, L.P. FMV 1783021 1783021 MERRILL LYNCH - 112 FMV 6252905 6252905 MERRILL LYNCH - 678 FMV 5690271 5690271 ADABELLE CAPITAL II, LTD - LONG/SHORT FMV 27903383 27903383 MERRILL LYNCH - 144 FMV 6237754 6237754 MERRILL LYNCH - 104 FMV 7738165 7738165 MERRILL LYNCH - 677 FMV 5332902 5332902 ADABELLE CAPITAL II, LTD - ABSOLUTE RETURN FMV 19080129 19080129 ADABELLE CAPITAL II, LTD - REAL ASSETS FMV 1900589 1900589 OUTSIDE SERVICES 2438 0 2438 OFFICE SUPPLIES 442 0 300 COMPUTER EXPENSE 18731 0 19140 INSURANCE EXPENSE 6131 0 6773 TELECOMMUNICATIONS 7773 0 3862 MISCELLANEOUS 3357 0 2769 INVESTMENT OPERATING EXPENSES 25515 25515 0 RECRUITING 319 0 146 FROM K-1: CALAMOS GLOBAL OPPORTUNITIES FUND LP 0 -55799 0 MISCELLANEOUS INCOME 8196 1507 8196 FROM K-1: SJC ONSHORE DIRECT LENDING FUND III, L.P. 0 191757 0 FEDERAL INCOME TAX REFUND 38283 0 38283 UNREALIZED GAIN/(LOSS) 1860798 MANAGEMENT & CUSTODIAL FEES 499723 499723 0 FOREIGN TAXES 35223 38416 0 PAYROLL TAXES 31856 0 14551