2016-08-10T08:19:24-05:00 2015-12-31 BDO USA LLP 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990 2015-01-01 382368003 GERALD R FORD PRESIDENTIAL FOUNDATION % JOSEPH CALVARUSO GERA 6162540397 303 PEARL NW GRAND RAPIDS MI 49504 LISA A CATTELAN ASSISTANT TREASURER 6162540397 2016-05-31 true REBEKUH ELEY P01247672 6167747000 2016-05-31 2015 2016-12-15 16:53:06Z JOSEPH CALVARUSO 303 Pearl NW Grand Rapids MI 49504 13068429 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 5 75 18238 13648 953646 1702283 0 0 694802 1492424 17930 32349 1666378 3227056 80829 79890 0 0 323945 355297 3482 2292 2292 1605477 6254300 2013733 6691779 -347355 -3464723 41351776 37126419 318323 1193090 41033453 35933329 X PLEASE SEE SCHEDULE O FOR A DETAILED DESCRIPTION. false false 5520736 FOUNDATION-SUPPORTED ACTIVITIES INCLUDE SMITHSONIAN QUALITY FEATURE EXHIBITS, NOTED SPEAKERS, AND VARIOUS COMMUNITY ACTIVITIES. FOUNDATION PROGRAMS IN 2015 INCLUDED A LUNCHEON, SYMPOSIUM, PANEL OF SPEAKERS, AND PUBLIC RECEPTION HONORING AMERICA'S FIRST LADIES; THE WILLIAM E. SIMON LECTURE IN PUBLIC AFFAIRS DELIVERED BY FORMER SECRETARY OF TREASURY PAUL O'NEILL; THE ANNUAL BOY SCOUT FLAG SALUTE; AND THE GERALD R. FORD MEDAL FOR DISTINGUISHED PUBLIC SERVICE, PRESENTED TO SENATOR CARL LEVIN AND CONGRESSMAN JOHN DINGELL OF MICHIGAN. 386506 FOUNDATION SUPPORT OF THE GERALD R. FORD PRESIDENTIAL LIBRARY AND PRESIDENTIAL MUSEUM IN 2015 INCLUDED THE EXHIBIT - TAKING OF THE SEAS: THE RISE OF THE AMERICAN AIRCRAFT CARRIER AND THE REDESIGN OF THE PERMANENT EXHIBIT GALLERY. 79890 79890 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 2015. RESEARCH GRANTS SUPPORT RESEARCH IN THE HOLDINGS OF THE FORD PRESIDENTIAL LIBRARY: 23 GRANTS OF UP TO $2,000 EACH WERE AWARDED IN 2015. 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: 6 INTERNSHIPS WERE GRANTED IN 2015. 5987132 true true false false false false false false false true true true false false true 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 34 0 5 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 17.0 0.0 X X 0 0 0 HANK MEIJER VICE CHAIRMAN 2.0 0.0 X X 0 0 0 DAVID HOOGENDOORN TREASURER 2.0 0.0 X X 0 0 0 TERRENCE O'DONNELL SECRETARY 2.0 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 1.0 0.0 X 0 0 0 VADEN BALES TRUSTEE 2.0 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 1.0 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 G RICHARD KATZENBACH 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 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 LISA CATTELAN ASSISTANT TREASURER 0.4 0.0 X 0 0 0 JOSEPH CALVARUSO EXECUTIVE DIRECTOR 50.0 0.0 X 161900 0 38688 161900 0 38688 1 false true false PIONEER CONSTRUCTION INC 550 KIRTLAND ST SW GRAND RAPIDS MI 49507 CONSTRUCTION DESIGN 2409059 XIBITZ INC 5809 CROSSROADS COMMERCE PKWY SW GRAND RAPIDS MI 49519 EXHIBIT FABRICATION 1413013 FISHBECK THOMPSON CARR HUBER I 1515 ARBORETUM DRIVE SE GRAND RAPIDS MI 49546 ARCHITECTURAL DESIGN 435253 ARK MEDIA LLC 325 GOLD ST BROOKLYN NY 11201 PRODUCTION SERVICE 400000 BLUECADET INTERACTIVE 1526 FRANKFORT AVE PHILADELPHIA PA 19125 INTERACTIVE MEDIA 366750 6 1702283 1702283 0 259646 259646 0 0 76818 58580 18238 0 18238 18238 11015571 9782793 1232778 1232778 1232778 0 0 0 CONFERENCES AND LUNCHEONS 900099 13939 13939 MISCELLANEOUS REVENUE 900099 172 172 14111 3227056 18238 1506535 25000 25000 54890 54890 0 0 182535 182535 0 68514 68514 62381 62381 25523 25523 16344 16344 0 0 29816 29816 0 2292 2292 74830 74830 28744 28744 179636 179636 22540 22540 11225 11225 0 0 24028 12228 11800 0 370467 211186 159281 0 0 3749 3749 20611 20611 CAPITAL CAMPAIGN 4585420 4585420 FORD FILM PROJECT 539341 539341 FEATURE EXHIBITS 127400 127400 DIGITIZATION 59829 59829 176664 152233 24431 6691779 5987132 702355 2292 0 0 11416472 9889983 2984127 1441728 0 0 0 0 0 0 0 0 0 0 0 0 34654 23926 14477 10728 20806306 19082443 5881665 6497808 0 0 0 0 248729 203729 41351776 37126419 91948 1001115 16350 26950 0 0 0 0 0 0 0 0 0 0 0 0 210025 165025 318323 1193090 X 24472712 23474050 15810741 11709279 750000 750000 41033453 35933329 41351776 37126419 -3464723 -1635401 X false true X true false X 8013621 4967822 2902784 953646 1702283 18540156 0 0 8013621 4967822 2902784 953646 1702283 18540156 7559794 10980362 106179 211769 543015 355145 259646 1475754 0 18238 18238 46212 44987 50889 19696 14111 175895 20210043 0.54331 0.53688 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16560741 916556 -19538 4998480 12459279 16884941 159674 263172 747046 16560741 16423443 1794424 511233 1844159 16884941 11993465 4343473 377159 290654 16423443 4242606 8190447 -180370 259218 11993465 0.06020 0.93980 true false 5975 5926 49 28679 18000 10679 10728 OCA BRIGADE CREDIT FUND II 1162424 F OCA STRATEGOS RMBS FUND 1842881 F OCA CRMBS 1370224 F OCA OHA CREDIT FUND 2122279 F 6497808 0 CHARITABLE GIFT ANNUITY LIABILITY 165025 165025 1650235 -1635401 -1635401 3285636 -58580 -58580 3227056 6750359 58580 58580 6691779 6691779 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: $(58,580) OTHER EXPENSE ON AUDITED FINANCIAL STATEMENTS BUT NOT ON FORM 990 PART IX SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSE: $58,580 CHARITABLE GIFT ANNUITY ASSET/LIABILITY SCHEDULE D, PART X, LINE 1 The Foundations charitable gift annuity represents a gift which was given to the Foundation with the condition that a specified payment be made to an income beneficiary over the donors life. A liability is established based on the present value of the payments to be made. This liability is recalculated annually, based on changes in the life expectancy assumptions and payments made. Changes in the liability are recorded as an increase or decrease to current years revenue. To collateralize the annuity obligation, the Foundation entered into an annuity contract with an insurance company at terms similar to the assumptions used for the annuity obligation. AS OF DECEMBER 31, 2015 THE VALUE OF THE ANNUITY CONTRACT RECEIVABLE WAS $180,369 AND THE CHARITABLE GIFT ANNUITY LIABILITY WAS $165,025. 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 386002004 501(c)(3) 25000 PRESIDENTIAL STUDIES 1 JOURNALISM PRIZE 2 10000 RESEARCH GRANTS 23 38890 INTERNSHIPS 6 6000 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 2015. RESEARCH GRANTS SUPPORT RESEARCH IN THE HOLDINGS OF THE FORD PRESIDENTIAL LIBRARY: 23 GRANTS OF UP TO $2,000 EACH WERE AWARDED IN 2015. 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: 6 INTERNSHIPS WERE GRANTED IN 2015. X X false false false false false false false false false JOSEPH CALVARUSO EXECUTIVE DIRECTOR 161900 0 0 0 0 0 9714 0 28974 0 200588 0 0 0 AMWAY GRAND PLAZA HOTEL COMMON LEADERSHIP 18431 EVENTS FACILITIES AND SERVICES false JW MARRIOTT GRAND RAPIDS HOTEL COMMON LEADERSHIP 64735 EVENTS FACILITIES AND SERVICES false DONNA CALVARUSO WIFE OF JOE CALVARUSO 49826 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, SUSAN FORD BALES, AND RICHARD A. FORD 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, EXECUTIVE COMMITTEE MEMBER, 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. THE ORGANIZATION DOCUMENTS THIS PROCESS IN MEETING MINUTES. 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.