WEGE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WEGE FOUNDATION (EIN 38-6124363)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349102135
- Schema version
- 2013v3.0
- 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 Bonds 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 Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T14:06:15-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 GRANDVILLE AVE SW SUITE 100 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 495034036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 495036210 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER M WEGE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6169570480 | PhoneNum |
| Signature | 2014-11-13 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $280,417,272 | 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 | $155,671,198 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,332,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,332,157 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,854,738 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,882,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,854,738 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $136,508 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $136,508 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $168,994,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,323,403 | 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 | $1,109,640 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,109,640 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,228 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,228 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $238,613 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $113,613 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,670 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $31,206 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,206 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $815,537 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $815,537 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,199,894 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,226,481 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $846,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,376,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,376,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,576,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,226,481 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,223,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $153,417,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,096,922 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $191,663 | CashBOYAmt |
| Cash EOY | $812,690 | CashEOYAmt |
| Cash EOYFMV | $812,690 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,737,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,189,620 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,189,620 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,121,381 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,461,777 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,966,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $78,199,025 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $114,030,977 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,343,153 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,040,783 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,010,265 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $1,010,265 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,010,265 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $18,175,588 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,666,829 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,625,646 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $86,870 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $84,191 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,349 | LandBOYAmt |
| Land EOY | $2,679 | LandEOYAmt |
| Land EOYFMV | $2,679 | LandEOYFMVAmt |
| Other Assets BOY | $38,124,832 | OtherAssetsBOYAmt |
| Other Assets EOY | $82,242,938 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $91,242,835 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $69,200,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,588,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $280,417,272 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $7,536 | AccountsPayableEOYAmt |
| Grants Payable BOY | $22,865,300 | GrantsPayableBOYAmt |
| Grants Payable EOY | $31,218,782 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $22,865,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,226,318 | 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 | $44,244,544 | RetainedEarningBOYAmt |
| Retained Earning EOY | $189,271,617 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,335,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $191,362,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,200,489 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $222,588,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,335,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $153,417,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $199,752,963 | SubtotalAmt |
| Other Decreases | $8,390,701 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $191,362,262 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $16,728,177 | $16,067,901 | $660,276 | $660,276 |
| PUBLICLY TRADED SECURITIES | P | $24,781,166 | $22,693,729 | $2,087,437 | $2,087,437 |
| PARTNERSHIP K-1S | P | $299,768 | $299,768 | $299,768 | |
| PARTNERSHIP K-1S | P | $3,637,680 | $3,637,680 | $3,637,680 | |
| FROM WEGE CRT | P | $6,630,792 | $6,438,894 | $191,898 | $191,898 |
| FROM WEGE CRT | P | $6,176,462 | $5,384,473 | $791,989 | $791,989 |
| PARTNERSHIP GAIN ON LIQUIDATION | P | $953,409 | $57,341 | $896,068 | $896,068 |
| 2100 ALDEN NASH | D | $209,642 | $137,500 | $72,142 | $72,142 |
| COINS | D | $175,707 | $248,290 | -$72,583 | -$72,583 |
| CAPITAL GAINS DIVIDENDS | P | $290,063 | $290,063 | $290,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,854,738 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,145,089 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $80,301,952 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.151243 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,555,161 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $92,420,069 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.135849 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,087,993 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $96,232,724 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.136004 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,727,263 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $95,677,959 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.153925 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,944,138 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $155,590,676 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.115329 | DistributionYr5Rt |
| Total Distribution | 0.692350 | TotalDistributionRt |
| Average Distribution | 0.138470 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $209,375,227 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,992,188 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $120,969 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,113,157 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,223,676 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $241,938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $241,938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $241,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $129,963 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $200,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $329,963 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,775 | EsPenaltyAmt |
| Overpayment | $86,250 | OverpaymentAmt |
| Applied To ES Tax | $86,250 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | 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 | ELLEN SATTERLEE | IndividualWithBooksNm |
| Phone | 6169570480 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MONROE AVE NW STE 902 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 495036210 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER M WEGE | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| PETER M WEGE II | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | PRESIDENT,TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELLEN SATTERLEE | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | TREASURER, EXEC. DIRECTOR | 40.00 | $148,611 | $19,107 | $0 |
| MARY GOODWILLIE NELSON | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DIANA WEGE SHEROGAN | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JONATHAN M WEGE | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | VICE PRESIDENT, TRUSTEE | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER WEGE | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| W MICHAEL VAN HAREN | ||||||||
| 99 MONROE AVE NW STE 902 | GRAND RAPIDS | MI | 495036210 | SECRETARY | 0.00 | $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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 CRECENT DR | AddressLine1 |
| City | GRAND HAVEN | City |
| State | MI | State |
| ZIP Code | 494172406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ENVIRONMENT SERVICES | ServiceTypeTxt |
| Compensation | $156,608 | 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 | $137,717,273 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,830,846 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,015,563 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $212,563,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $212,563,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,188,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $209,375,227 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,468,761 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,468,761 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $241,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $241,938 | TotalTaxAmt |
| Distributable Before Adj | $10,226,823 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,226,823 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,226,823 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,223,676 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,223,676 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,223,676 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,226,823 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,180,920 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,946,523 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,361,527 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,956,710 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,182,713 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,628,393 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,223,676 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,226,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,996,853 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,625,246 | 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 | $10,180,920 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,444,326 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,946,523 | ExcessFromYear4Amt |
| Excess From Year3 | $8,361,527 | ExcessFromYear3Amt |
| Excess From Year2 | $7,956,710 | ExcessFromYear2Amt |
| Excess From Year1 | $8,182,713 | ExcessFromYear1Amt |
| Excess From Current Year | $3,996,853 | 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 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 495036210 | ZIPCode |
| 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 | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTACHED DETAIL | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | SEE ATTACHED | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $13,376,933 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,376,933 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTACHED DETAIL | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | SEE ATTACHED | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $31,218,782 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $31,218,782 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,332,157 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,508 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,854,738 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,323,403 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,323,403 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PETER M WEGE II TRUSTEE PETER M WEG | |||||||
| 1 | PO BOX 6388 | GRAND RAPIDS | MI | 49516 | $142,306,172 | Yes (X) | Yes (X) |
| PETER M WEGE II AS POA PETER M WEGE | |||||||
| 2 | PO BOX 6388 | GRAND RAPIDS | MI | 49516 | $248,290 | Yes (X) | Yes (X) |
| PETER M WEGE II AS POA PETER M WEGE | |||||||
| 3 | PO BOX 6388 | GRAND RAPIDS | MI | 49516 | $1,147,765 | Yes (X) | Yes (X) |
| MARJORIE R WEGE ESTATE | |||||||
| 4 | 5207 WINDY PINE DRIVE | NORTH MYRTLE BEACH | SC | 29582 | $43,117 | Yes (X) | |
| PETER M WEGE II TRUSTEE PETER M WEG | |||||||
| 5 | PO BOX 6388 | GRAND RAPIDS | MI | 49516 | $11,925,854 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MARKETABLE SECURITIES | $148,981,641 | 2013-04-04 |
| 2 | COIN COLLECTION | $248,290 | 2013-04-16 |
| 3 | LAND | $857,000 | 2013-10-16 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER SOFTWARE | 1997-12-31 | $1,500 | $1,500 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 1998-01-01 | $19,135 | $19,135 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 1998-08-01 | $4,350 | $4,350 | SL | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 1998-06-30 | $20,531 | $20,531 | SL | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 1998-07-01 | $2,066 | $2,066 | SL | 7.000000000000 | $0 | $0 |
| COPY MACHINE | 1999-11-30 | $3,695 | $3,695 | SL | 7.000000000000 | $0 | $0 |
| PROJECTOR | 2000-11-30 | $6,808 | $6,808 | SL | 7.000000000000 | $0 | $0 |
| PHONE SYSTEM | 2004-07-01 | $11,907 | SL | 7.000000000000 | $0 | $0 | |
| PRINTER | 2005-11-30 | $15,084 | $15,084 | SL | 7.000000000000 | $0 | $0 |
| OFFICE WALK STATION | 2009-04-15 | $3,882 | $1,335 | 200DB | 7.000000000000 | $173 | $0 |
| COMPUTER SOFTWARE | 2010-03-18 | $12,996 | $9,253 | 200DB | 5.000000000000 | $1,497 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $11,343,153 | EOYBookValueAmt |
| EOYFMV | $11,040,783 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $78,199,025 | EOYBookValueAmt |
| EOYFMV | $114,030,977 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,121,381 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,461,777 | 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 | $28,175,588 | $41,130,686 |
| ASSET BACKED SECURITIES | AT COST | $491,241 | $494,960 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER SOFTWARE | $1,500 | $1,500 | $0 |
| COMPUTER | $19,135 | $19,135 | $0 |
| COMPUTER SOFTWARE | $4,350 | $4,350 | $0 |
| OFFICE FURNITURE | $20,531 | $20,531 | $0 |
| OFFICE FURNITURE | $2,066 | $2,066 | $0 |
| COPY MACHINE | $3,695 | $3,695 | $0 |
| PROJECTOR | $6,808 | $6,808 | $0 |
| PHONE SYSTEM | $11,907 | $11,907 | $0 |
| OFFICE WALK STATION | $3,882 | $3,449 | $433 |
| COMPUTER SOFTWARE | $12,996 | $10,750 | $2,246 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INTERESTS | Desc |
| BOY Book Value | $38,124,832 | BOYBookValueAmt |
| EOY Book Value | $82,242,938 | EOYBookValueAmt |
| EOYFMV | $91,242,835 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHANGE IN GRANTS PAYABLE | $8,353,482 |
| BOOK TO TAX DIFFERENCE | $37,219 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND MEMBERSHIPS | $24,048 | $0 | $24,048 |
| OFFICE EXPENSES | $61,539 | $0 | $61,539 |
| CONSULTING FEE | $156,608 | $0 | $156,608 |
| EDUCATION | $71,389 | $0 | $71,389 |
| MEALS & ENTERTAINMENT | $6,406 | $0 | $6,406 |
| INSURANCE | $8,223 | $0 | $8,223 |
| CONTRACT LABOR | $477,324 | $0 | $477,324 |
| PROPERTY EXPENSES | $10,000 | $0 | $10,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP SCHEDULE K-1'S | $134,301 | $134,301 | $134,301 |
| MISCELLANEOUS INCOME | $2,207 | $2,207 | $2,207 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $574,272 | $574,272 | $0 |
| PROFESSIONAL FEES-ATTY/CPA | $60,743 | $60,743 | $0 |
| PORTFOLIO EXPENSES | $474,625 | $474,625 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER M WEGE II TRUSTEE PETER M WEGE CHARITABLE REMAINDER UNITRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6388 | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49516 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDENDS | $113,613 | $113,613 | $0 |
| EXCISE TAXES | $125,000 | $0 | $0 |
Comments