FREY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
FREY FOUNDATION (EIN 23-7094777)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-14
IRS object ID
201423189349101762
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-14T15:50:57-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1750 TRADE CENTRE WAY STE 300AddressLine1
CityPORTAGECity
StateMIState
ZIP Code49002ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237094777EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FREY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlFREYBusinessNameControlTxt
Phone6164510303PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 PEARL STREET NW NO 1100AddressLine1
CityGRAND RAPIDSCity
StateMIState
ZIP Code495033028ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN M WILSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6164510303PhoneNum
Signature2014-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES G THOMPSON CPAPreparerPersonNm
PTINP00053844PTIN
Phone2695674500PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$151,847,233FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$226InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$226InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,778,475DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,777,562DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,306,537NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,039,317GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,294,063CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$198,684OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$212,724OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$11,283,922TotalRevAndExpnssAmt
Total Net Invst Incm$11,284,575TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$401,168CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$98,034CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$303,134CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$407,655OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$38,384OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$369,271OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$155,186PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$27,817PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$127,369PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$74,606LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,126LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$72,480LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$23,515AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,703AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$18,812AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$975,545OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$754,324OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$210,563OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$253,436TaxesRevAndExpnssAmt
Taxes Net Invst Incm$43,394TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$68,433OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$13,687OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$54,746OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$151,174TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$27,739TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$123,435TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$7,266PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$235PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$7,031PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$278,454OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,554OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$221,884OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,796,438TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,037,997TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,508,725TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,235,003ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,958,203ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,031,441TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,037,997TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,466,928TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,252,481ExcessRevenueOverExpensesAmt
Net Investment Income$10,246,578NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$200CashBOYAmt
Cash EOY$199CashEOYAmt
Cash EOYFMV$199CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,594,343SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,471,250SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,471,250SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$384AcctRcvblAmt
Acct Rcvbl EOY$384AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$384AcctRcvblEOYFMVAmt
Corporate Stock BOY$6,344,497CorporateStockBOYAmt
Corporate Stock EOY$8,163,907CorporateStockEOYAmt
Corporate Stock EOYFMV$8,163,907CorporateStockEOYFMVAmt
Other Investments BOY$128,135,143OtherInvestmentsBOYAmt
Other Investments EOY$139,511,676OtherInvestmentsEOYAmt
Other Investments EOYFMV$139,511,676OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$665,605LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$203,910LandBldgEquipAccumDeprecAmt
Land BOY$413,934LandBOYAmt
Land EOY$461,695LandEOYAmt
Land EOYFMV$461,695LandEOYFMVAmt
Other Assets BOY$78,277OtherAssetsBOYAmt
Other Assets EOY$238,122OtherAssetsEOYAmt
Other Assets EOYFMV$238,122OtherAssetsEOYFMVAmt
Total Assets BOY$136,566,394TotalAssetsBOYAmt
Total Assets EOY$151,847,233TotalAssetsEOYAmt
Total Assets EOYFMV$151,847,233TotalAssetsEOYFMVAmt
Accounts Payable BOY$62,657AccountsPayableBOYAmt
Accounts Payable EOY$75,208AccountsPayableEOYAmt
Grants Payable BOY$1,344,700GrantsPayableBOYAmt
Grants Payable EOY$1,621,500GrantsPayableEOYAmt
Total Liabilities BOY$1,407,357TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,696,708TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$135,159,037UnrestrictedBOYAmt
Unrestricted EOY$150,150,525UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$135,159,037TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$150,150,525TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$136,566,394TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$151,847,233TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$135,159,037TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,252,481ExcessRevenueOverExpensesAmt
Other Increases$14,416,151OtherIncreasesAmt
Subtotal$152,827,669SubtotalAmt
Other Decreases$2,677,144OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$150,150,525TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WESTFIELDP$5,483,456$4,113,055$1,370,401$1,370,401
DFA-US SMALL CAP VALUEP$1,215,225$723,197$492,028$492,028
VANGUARD S&PP$5,600,000$3,350,888$2,249,112$2,249,112
VANGUARD MID-CAPP$200,000$104,160$95,840$95,840
JPMORGAN TRUSTP$14,943$14,943$14,943
BARROW HANLEYP$577,582$577,582$577,582
FRANKLIN TEMPLETONP$300,863$314,185-$13,322-$13,322
ISHARES RUSSELL 1000P$2,590,957$2,119,303$471,654$471,654
PIMCO TOTAL RETURNP$1,279,567$1,120,961$158,606$158,606
ARTISANP$100,000$74,358$25,642$25,642
PIMCO REAL RETURNP$19,661$19,661$19,661
DFA - INTL VALUEP$900,000$772,772$127,228$127,228
DFA - INTL SMALL CAPP$1,311,570$1,033,276$278,294$278,294
DFA - INTL EMERGING VALUEP$170,548$170,548$170,548
COMMONFUND VENTURE PARTNERS VP$196,353$196,353$196,353
COMMONFUND PRIVATE EQUITY IVP$407,870$407,870$407,870
COMMONFUND PRIVATE EQUITY VIP$381,073$381,073$381,073
COMMONFUND VENTURE PARTNERS VIIP$222,955$222,955$222,955
QUELLOS/BLACKROCKP$126,907$126,907$126,907
WILLOWRIDGE/AMBERBROOK VP$440,265$440,265$440,265
SIGULER GUFFP$228,352$228,352$228,352
JCF IIIP$35,326$35,326$35,326
WILLOWRIDGE/AMBERBROOK VIP$79,673$79,673$79,673
MREP VIIP$23,731$23,731$23,731
TFS MARKET NEUTRALP$113,341$113,341$113,341
FieldValueIRS element (for citing)
Capital Gain Net Income$8,294,063CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,553,587AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$131,242,768NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065174DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,822,101AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$132,062,671NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044086DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,870,215AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$122,190,270NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048042DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,970,562AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$108,332,888NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064344DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,143,746AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$132,866,484NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053766DistributionYr5Rt
Total Distribution0.275412TotalDistributionRt
Average Distribution0.055082AverageDistributionRt
Net Vl Noncharitable Assets$140,515,335NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,739,866AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$102,466NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,842,332AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,545,706QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$204,932InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$204,932SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$204,932TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$181,522EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$40,000AppliedToEsTaxAmt
Total Payments And Credits$221,522TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$465EsPenaltyAmt
Overpayment$16,125OverpaymentAmt
Applied To ES Tax$16,125AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.GUIDESTAR.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MR RANDY VANANTWERPBusinessNameLine1
FieldValueIRS element (for citing)
Phone6164510303PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line140 PEARL ST NW SUITE 1100AddressLine1
CityGRAND RAPIDSCity
StateMIState
ZIP Code495033028ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID G FREY
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503CHAIRMAN18.00$57,508$0$0
JOHN M FREY
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503VICE CHAIRMAN5.00$22,195$0$0
EDWARD J FREY JR
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503SECRETARY/TREASURER10.00$39,200$0$0
MARY CAROLINE FREY
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503TRUSTEE EMERITUS0.00$0$0$0
MARY FREY BENNETT
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503TRUSTEE3.00$13,147$0$0
CAMPBELL W FREY
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503NEXT GEN. ADVISORY COMM.1.00$2,889$0$0
DAVID G FREY JR
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503NEXT GEN. ADVISORY COMM.1.00$2,250$0$0
ELEONORA H FREY ZAGEL
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503TRUSTEE3.00$12,973$0$0
JOHANNES VH FREY
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503NEXT GEN. ADVISORY COMM.1.00$2,000$0$0
KATRINE E FREY
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503NEXT GEN. ADVISORY COMM.1.00$0$0$0
LAURA D FREY
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503NEXT GEN. ADVISORY COMM.1.00$1,750$0$0
WILLIAM O FREY
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503TRUSTEE3.00$11,300$0$0
SARAH R FREY ROSE
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503TRUSTEE3.00$13,956$0$0
CYNTHIA A YOUNG
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503NEXT GEN. ADVISORY COMM.1.00$2,000$0$0
STEVEN M WILSON
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503PRESIDENT40.00$220,000$23,464$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JOYCE A BOBOLTS
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503DIRECTOR OF FINANCE40.00$99,594$12,141$0
LYNNETTE J ROBINSON
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503PROGRAM OFFICER40.00$97,890$13,015$0
KRISTEN L HUIZEN
40 PEARL STREET NW SUITE 1100GRAND RAPIDSMI49503PROGRAM OFFICER40.00$75,850$5,049$0
TERESA J CRAWFORD
40 PEARL STREET NW SUITE 1100GRAND RPAIDSMI49503GRANTS MANAGER40.00$69,530$9,975$0
LESLEE A ROHS
40 PEARL STREET NW SUITE 1100GRAND RPAIDSMI49503OFFICE COORDINATOR40.00$48,921$9,639$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeService TypeServiceTypeTxtCompensationCompensationAmt
COMMONFUND CAPITAL INC
15 OLD DANBURY ROADWILTONCT06897INVESTMENT MANAGEMENT$189,286
FUND EVALUATION GROUP
201 EAST FIFTH STREET STE 1600CINCINNATIOH45202INVESTMENT CONSULTANT$115,762
WILLOWRIDGE PARTNERS INC
25 EAST 86TH STREETNEW YORKNY10028INVESTMENT MANAGEMENT$106,639
BLACKROCKQUELLOS
601 UNION STREET 56TH FLOORSEATTLEWA98101INVESTMENT MANAGEMENT$105,641
WESTFIELD
ONE FINANCIAL CENTERBOSTONMA02111INVESTMENT MANAGEMENT$74,775
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$142,639,910AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,252AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$142,655,162TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$142,655,162AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,139,827CashDeemedCharitableAmt
Net Vl Noncharitable Assets$140,515,335NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,025,767MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,025,767MinimumInvestmentReturnAmt
Tax Based On Investment Income$204,932TaxBasedOnInvestmentIncomeAmt
Total Tax$204,932TotalTaxAmt
Distributable Before Adj$6,820,835DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,820,835DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,820,835DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,466,928ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$78,778CharitableAssetsAcquisPaidAmt
Qualifying Distributions$6,545,706QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,545,706AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,820,835DistributableAsAdjustedAmt
Undistributed Income PY$6,213,987UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,545,706QualifyingDistributionsAmt
Applied To Year1$6,213,987AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$331,719AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$6,489,116UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEVEN M WILSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line140 PEARL STREET NW SUITE 1100AddressLine1
CityGRAND RAPIDSCity
StateMIState
ZIP Code49503ZIPCode
FieldValueIRS element (for citing)
Recipient Phone6164510303RecipientPhoneNum
Recipient Email AddressWILSON@FREYFDN.ORGRecipientEmailAddressTxt
Form And Info And MaterialsSTANDARD APPLICATION FORM AVAILABLE UPON REQUEST FROM ADDRESS ABOVE OR AT THE FOUNDATION'S WEBSITE: WWW.FREYFDN.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesDUE TWELVE WEEKS PRIOR TO SCHEDULED DATE OF BOARD FUNDING MEETING, USUALLY HELD IN FEBRUARY, MAY, AUSubmissionDeadlinesTxt
Restrictions On AwardsFOR COMMUNITY-BASED OR REGIONAL PROJECTS, THE FOUNDATION FOCUSES ON PROPOSALS FROM ORGANIZATIONS AND AGENCIES SERVING KENT, EMMET OR CHARLEVOIX COUNTIES. THE FOUNDATION ALSO ACCEPTS PROPOSALS FROM CHARITABLE ORGANIZATIONS WITH A STATE-LEVEL PRESENCE OR STATE GOVERNMENT AGENCIES WHOSE PROPOSAL MAY HAVE A DIRECT IMPACT ON THE FREY FOUNDATION'S GEOGRAPHIC TARGETS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (180 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
ADOPTIVE FAMILY SUPPORT NETWORK
233 FULTON ST E 124GRAND RAPIDSMI49503NONE509(A)(1)GENERAL OPERATING SUPPORT.$50
ALGOMA TOWNSHIP
10531 ALGOMA AVENUEROCKFORDMI49341NONE170(B)(1)(A)ALGOMA/EASTON PUBLIC OLYMPIC ARCHERY FACILITY.$17,500
AMERICAN RIVERS
1845 N FARWELL AVENUE SUITE 100MILWAUKEEWI53202NONE509(A)(1)CATCHING THE RAIN, RAIN GARDEN, AND RAIN BARREL INITIATIVES.$4,000
AQUINAS COLLEGE
1607 ROBINSON ROAD SEGRAND RAPIDSMI49506NONE170(B)(1)(A)PHASE II EXPANSION OF THE ATHLETIC COMPLEX, STORMWATER DETENTION WORK AND NEW FULTON STREET ENTRANCE.$150,000
ARTISTS CREATING TOGETHER INC
1140 MONROE AVE NW SUITE 4101GRAND RAPIDSMI49503NONE509(A)(1)GENRAL OPERATING SUPPORT.$300
ARTISTS CREATING TOGETHER INC
1140 MONROE AVE NW SUITE 4101GRAND RAPIDSMI49503NONE509(A)(1)SUPPORT FOR A MULTI-YEAR EFFORT TO BUILD VSA'S INTERNAL CAPACITY.$16,000
ARTPRIZE GRAND RAPIDS
41 SHELDON BLVD SEGRAND RAPIDSMI49503NONE509(A)(1)DEVELOPING A SUSTAINING MEMBERSHIP BASE.$80,000
BAXTER COMMUNITY CENTER INC
935 BAXTER SEGRAND RAPIDSMI49506NONE509(A)(1)EXPAND THE CAPACITY OF A HIGH QUALITY CHILD DEVELOPMENT PROGRAM.$10,000
BAXTER COMMUNITY CENTER INC
935 BAXTER SEGRAND RAPIDSMI49506NONE509(A)(1)RECRUITMENT AND HIRING OF CHILD DEVELOPMENT CENTER DIRECTOR.$3,000
BAXTER COMMUNITY CENTER INC
935 BAXTER SEGRAND RAPIDSMI49506NONE509(A)(1)CAPACITY BUILDING SUPPORT FOR ITS CHILD DEVELOPMENT PROGRAM.$2,350
BETTY FORD CENTER
39000 BOB HOPE DRIVERANCHO MIRAGECA922703297NONE509(A)(1)SUPPORT FOR BEAMER'S WORLD PROJECT.$10,000
BEYOND BLIND INSTITUTE INC
WACHOVIA BANK BUILDING 4440 PGAPALM BEACH GARDENSFL33410NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$500BLVD SUITE 600
BLISSFEST MUSIC ORGANIZATION
625 CONNABLE AVENUEPETOSKEYMI49770NONE509(A)(2)BLISSFEST ARTS AND RECREATION CENTER PROJECT.$58,750
BOY SCOUTS OF AMERICAN NORTH FLORIDA COUNCIL
521 S EDGEWOOD AVENUEJACKSONVILLEFL32205NONE509(A)(1)CAMP SHANDS SCHOLARSHIPS.$1,000
BOYS AND GIRLS CLUB OF GRAND RAPIDS YOUTH COMMONWEALTH INC
235 STRAIGHT AVENUE NWGRAND RAPIDSMI49504NONE509(A)(2)BUILDING BRIDGES FOR BRIGHTER FUTURES CAMPAIGN.$100,000
CAMP DAGGETT
03001 CHURCH ROADPETOSKEYMI49770NONE509(A)(2)SCHOLARSHIP PROGRAM SUPPORT FOR ECONOMICALLY DISADVANTAGED CAMPERS.$5,000
CATHOLIC CHARITIES WEST MICHIGAN
360 DIVISION AVENUE SOUTH SUITE 3AGRAND RAPIDSMI495034501NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THE LOAVES & FISHES FOOD PANTRY IN MUSKEGON.$500
CELEBRATION UNITED METHODIST CHURCH
9501 SW ARCHER ROADGAINESVILLEFL326085721NONE170(B)(1)(A)SUPPORT FOR THE COMMUNITY MUSIC PROGRAM.$500
CELEBRATION UNITED METHODIST CHURCH
9501 SW ARCHER ROADGAINESVILLEFL326085721NONE170(B)(1)(A)SUPPORT FOR CHILDREN'S EDUCATION AND COMMUNITY MUSIC PROGRAMS.$4,000
CENTRAL MICHIGAN UNIVERSITY
IET BUILDING 200MOUNT PLEASANTMI48859NONE509(A)(1)SUPPORT FOR WCMU PUBLIC RADIO.$5,000
CEOS FOR CITIES
1900 K STREET NW 3RD FLOORWASHINGTONDC20006NONE509(A)(1)SUPPORT FOR THE 2013 NATIONAL MEETING IN GRAND RAPIDS.$10,000
CHAR-EM UNITED WAY INC
2350 MITCHELL PARK DR 8PETOSKEYMI497701701NONE509(A)(1)SUPPORT FOR THE ANNUAL FUND.$10,000
CHAR-EM UNITED WAY INC
2350 MITCHELL PARK DR 8PETOSKEYMI497701701NONE509(A)(1)CAPACITY BUILDING SUPPORT.$10,000
CHAR-EM UNITED WAY INC
2350 MITCHELL PARK DR 8PETOSKEYMI497701701NONE509(A)(1)LAUNCH OF THE INCREASING OUR IMPACT CAMPAIGN.$30,000
CHAR-EM UNITED WAY INC
2350 MITCHELL PARK DR 8PETOSKEYMI497701701NONE509(A)(1)SUPPORT FOR THE CHAR-EM 2-1-1 INFORMATION AND REFERRAL SYSTEM.$2,082
CHARLEVOIX AREA COMMUNITY POOL
11905 US 31 NORTHCHARLEVOIXMI49720NONE509(A)(1)SUPPORT FOR THE REFRESH THE POOL--CAPITAL IMPROVEMENT PROJECT.$3,000
CHARLEVOIX AREA HOSPITAL FOUNDATION
14700 LAKE SHORE DRIVECHARLEVOIXMI49720NONE509(A)(3) TYPE ISUPPORT FOR THE SCHOOL NURSE PARTNERSHIP INITIATIVE.$14,000
CHARLEVOIX COUNTY COMMUNITY FOUNDATION
301 WATER STREET PO BOX 718EAST JORDANMI49727NONE509(A)(1)SUPPORT FOR THE FREY FAMILY DISCRETIONARY FUND.$202,600
CHERRY STREET HEALTH SERVICES INC
100 CHERRY STREET SEGRAND RAPIDSMI49503NONE509(A)(1)CAPITAL SUPPORT FOR THE WYOMING COMMUNITY HEALTH CENTER.$57,500
COLLEGE FOR CREATIVE STUDIES
201 EAST KIRBYDETROITMI48202NONE509(A)(1)TO SUPPORT THE BARBARA C. FREY SCHOLARSHIP FOR ENTERTAINMENT ARTS FUND.$1,500
COLORADO AVALANCHE INFORMATION CENTER
325 BROADWAY WS1BOULDERCO80305NONE170(B)(1)(A)SUPPORT FOR GENERAL FUND.$200
CONNECTICUT CHILDREN'S MEDICAL CENTER FOUNDATION
282 WASHINGTON STREETHARTFORDCT06106NONE509(A)(1)SUPPORT FOR THE CONNECTICUT SAFE KIDS PROGRAM.$2,500
CONNECTICUT DEPARTMENT OF VETERANS' AFFAIRS
287 WEST STREETROCKY HILLCT06067NONE170(B)(1)(A)SUPPORT FOR THE REHAB PROGRAM.$2,500
CORNELL UNIVERSITY
WEILL CORNELL MEDICAL COLLEGENEW YORKNY10065NONE509(A)(1)WEILL SCHOOL OF MEDICINE.$1,000OFFICE OF INST ADV 1300 YORK AVENUE
COUNCIL OF MICHIGAN FOUNDATIONS INC
ONE SOUTH HARBOR SUITE 3GRAND HAVENMI49417NONE509(A)(1)GOVERNOR'S OFFICE OF URBAN AND METROPOLITAN INITIATIVES - WEST MICHIGAN OFFICE.$23,000
COUNCIL OF MICHIGAN FOUNDATIONS INC
ONE SOUTH HARBOR SUITE 3GRAND HAVENMI49417NONE509(A)(1)2013 ANNUAL CONFERENCE SUPPORT.$25,000
COUNCIL OF MICHIGAN FOUNDATIONS INC
ONE SOUTH HARBOR SUITE 3GRAND HAVENMI49417NONE509(A)(1)SUPPORT FOR GVSU STUDENTS TO ATTEND THE SIMON SINEK LUNCHEON.$400
COUNTY OF KENT
300 MONROE NW SUITE 303GRAND RAPIDSMI49503NONE170(B)(1)(A)SUPPORT FOR KENT COUNTY'S PURCHASE OF DEVELOPMENT RIGHTS PROGRAM.$11,500
CROOKED TREE ARTS COUNCIL INC
461 EAST MITCHELL STPETOSKEYMI497702623NONE509(A)(2)SUPPORT TO GROW CROOKED TREE'S COMMUNITY ARTS EDUCATION OFFERINGS.$12,000
CULTURAL DATA PROJECT
400 MARKET STREET SUITE 600PHILADELPHIAPA19106NONE509(A)(1)MICHIGAN CULTURAL DATA PROJECT.$15,000
DISABILITY ADVOCATES OF KENT COUNTY
3600 CAMELOT DRIVE SEGRAND RAPIDSMI49546NONE509(A)(1)INVEST IN ABILITY 2013 HONORING MARY K. HOODHOOD.$2,500
DRUMMOND ISLAND MEDICAL CENTER
PO BOX 98DRUMMOND ISLANDMI49726NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$5,000
DWELLING PLACE OF GRAND RAPIDS
101 SHELDON BOULEVARD SOUTHEASTGRAND RAPIDSMI49503NONE509(A)(1)HERKMER HOTEL RESTRUCTURING PROJECT.$150,000SUITE 2
EARTH UNIVERSITY FOUNDATION
EIGHT PIEDMONT CENTER 3525 PIEDMONTATLANTAGA303051509NONE509(A)(1)EARTH UNIVERSITY FINANCIAL AID PROGRAM.$2,500RD NE SUITE 520
EAST GRAND RAPIDS SCHOOLS FOUNDATION
2915 HALL STREET SEEAST GRAND RAPIDSMI495063091NONE509(A)(1)EGRFOREVER! CAMPAIGN.$5,000
EAST GRAND RAPIDS SCHOOLS FOUNDATION
2915 HALL STREET SEEAST GRAND RAPIDSMI495063091NONE509(A)(1)REID VANGELDEREN STUDENT SCHOLARSHIP AND ACADEMIC NEEDS.$2,000
EBONY HORSEWOMEN INC
337 VINE STREETHARTFORDCT06112NONE509(A)(1)SUPPORT FOR THE SUMMER PROGRAM.$2,500
ELE'S PLACE
1145 WEST OAKLAND AVENUELANSINGMI48915NONE509(A)(1)LAUNCH OF GRANT RAPIDS SITE.$100
FAMILY FUTURES
678 FRONT AVENUE NW SUITE 210GRAND RAPIDSMI49504NONE509(A)(1)GENERAL OPERATING SUPPORT.$60
FARMING FOR OUR FUTURE AT POND HILL INC
5581 SOUTH LAKE SHORE DRIVEHARBOR SPRINGSMI49740NONE509(A)(1)SUPPORT FOR NEW COMPUTERS, SOFTWARE AND PRINTERS.$5,000
FEEDING AMERICA WEST MICHIGAN FOOD BANK
864 WEST RIVER CENTER DRIVECOMSTOCK PARKMI49321NONE501(C)(3)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$2,000
FERRIS STATE UNIVERSITY
200 FERRIS DRIVE VFS 311BIG RAPIDSMI49307NONE509(A)(1)SUPPORT FOR THE CAPITAL CAMPAIGN TO RESTORE/RENOVATE THE HISTORIC FEDERAL BUILDING.$350,000
FERRIS STATE UNIVERSITY
200 FERRIS DRIVE VFS 311BIG RAPIDSMI49307NONE509(A)(1)UICA MERGER WITH FERRIS STATE UNIVERSITY AND KENDALL COLLEGE OF ART & DESIGN.$500,000
FIRST UNITED PRESBYTERIAN CHURCH
7940 CEMETERY ROADHARBOR SPRINGSMI49740NONE509(A)(1)FUNDING SUPPORT FOR THE 2012-2013 HABITAT FOR HUMANITY PROJECT.$3,000
FIRST UNITED PRESBYTERIAN CHURCH
7940 CEMETERY ROADHARBOR SPRINGSMI49740NONE509(A)(1)FUNDING SUPPORT FOR THE 2013-2014 HABITAT FOR HUMANITY PROJECT.$5,000
FLORIDA COALITION FOR PRESERVATION
235 NE 6TH AVENUE BUILDING FDELRAY BEACHFL33483NONE170(B)(1)(A)TO SUPPORT THE GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$5,000
FLORIDA ENGINEERING FOUNDATION INC
PO BOX 750TALLAHASSEEFL32302NONE509(A)(1)SUPPORT FOR THE NORTH CENTRAL FLORIDA CHAPTER OF MATHCOUNTS.$500
FRESHWATER FUTURE
PO BOX 2479PETOSKEYMI49770NONE509(A)(1)EDUCATION AND OUTREACH ACTIVITIES, INCLUDING PUBLICITY AND EVENTS.$10,000
FRESHWATER FUTURE
PO BOX 2479PETOSKEYMI49770NONE509(A)(1)ENGAGEMENT CAMPAIGN IN EFFORT TO KEEP THE GREAT LAKES ASIAN CARP FREE.$16,326
FRIENDS OF GRAND RAPIDS PARKS
PO BOX 3199GRAND RAPIDSMI495013199NONE509(A)(1)SPONSORSHIP SUPPORT FOR THE GREEN GALA ON AUGUST 22, 2013.$1,500
FRIENDS OF THE CHICAGO GAY AND LESBIAN HALL OF FAME
7550 NORTH CLAREMONT AVENUE APT 2CHICAGOIL60645NONE509(A)(1)SUPPORT FOR THE CELEBRITY BOWL FUNDRAISER IN HONOR OF GREG BAIRD.$2,000
FRIENDS OF THE NORTHWEST WEATHER AND AVALANCHE CENTER
15600 NE 8TH STREET B1-711BELLEVUEWA98008NONE509(A)(2)SUPPORT FOR THE GENERAL FUND.$200
FRIENDS OF THE UTAH AVALANCHE CENTER
PO BOX 521353SALT LAKE CITYUT841521353NONE509(A)(1)SUPPORT FOR THE GENERAL FUND.$200
GRAND ACTION FOUNDATION
120 LYON STREET NORTHWESTGRAND RAPIDSMI49503NONE509(A)(1)PHASE II CHALLENGE CAMPAIGN.$300,000
GRAND RAPIDS ART MUSEUM
101 MONROE CENTER NWGRAND RAPIDSMI49503NONE509(A)(1)SUPPORT FOR THE COMMUNITY ARTS EXPANSION PILOT.$7,500
GRAND RAPIDS ART MUSEUM
101 MONROE CENTER NWGRAND RAPIDSMI49503NONE509(A)(1)SUPPORT FOR THE LIVE ARTFULLY DINNER HONORING DAVID & JUDY FREY.$5,000
GRAND RAPIDS BALLET COMPANY
341 ELLSWORTH AVENUEGRAND RAPIDSMI49503NONE509(A)(2)SUPPORT FOR THE "STEPPING FORWARD CAMPAIGN".$100,000
GRAND RAPIDS CHILDREN'S MUSEUM
11 SHELDON AVE NEGRAND RAPIDSMI49503NONE509(A)(1)PARENT EDUCATION PILOT AND 15TH ANNIVERSARY SYMPOSIUM.$10,000
GRAND RAPIDS CIVIC THEATRE
30 N DIVISIONGRAND RAPIDSMI49503NONE509(A)(2)SUPPORT FOR THE 2013 TEDXGRANDRAPIDS EVENT.$2,500
GRAND RAPIDS COMMUNITY FOUNDATION
185 OAKES ST SWGRAND RAPIDSMI49503NONE509(A)(1)SUPPORT FOR THE CHALLENGE SCHOLARS CAMPAIGN.$5,000
GRAND RAPIDS COMMUNITY FOUNDATION
185 OAKES ST SWGRAND RAPIDSMI49503NONE509(A)(1)SUPPORT FOR THE GENERAL FUND.$2,000
GRAND RAPIDS COMMUNITY FOUNDATION
300 OTTAWA AVENUE NW SUITE 100GRAND RAPIDSMI49503NONE509(A)(2)LEGACY OF EXCELLENCE - AN ENDOWMENT CAMPAIGN.$350,000
GRAND RAPIDS DOMINICANS
2025 EAST FULTON STREETGRAND RAPIDSMI495033895NONE509(A)(1)MARYWOOD LEGACY CAMPAIGN.$250
GRAND RAPIDS SYMPHONY
300 OTTAWA AVENUE NW SUITE 100GRAND RAPIDSMI49503NONE509(A)(2)SUPPORT FOR THE CELEBRATION OF SOUL CONCERT.$2,500
GRAND RAPIDS SYMPHONY
300 OTTAWA AVENUE NW SUITE 100GRAND RAPIDSMI49503NONE509(A)(2)TO SUPPORT THE LEGACY CAMPAIGN.$1,000
GRAND RAPIDS SYMPHONY
300 OTTAWA AVENUE NW SUITE 100GRAND RAPIDSMI49503NONE509(A)(2)SUPPORT FOR GRAND RAPIDS SCHOOL OF THE ARTS - PHASE II.$10,500
GRAND RAPIDS WHITEWATER INC
502 2ND ST STE 300GRAND RAPIDSMI49504NONE509(A)(1)ECONOMIC IMPACT ANALYSIS TO RESTORE THE RAPIDS TO THE GRAND RIVER.$25,000
GRAND TRAVERSE REGIONAL LAND CONSERVANCY
3860 NORTH LONG LAKE ROAD SUITE DTRAVERSE CITYMI49684NONE509(A)(1)LAUNCH OF THE FARMABILITY PROGRAM.$25,000
GRAND VALLEY STATE UNIVERSITY
LV EBERHARD CENTER 301 FULTON STGRAND RAPIDSMI49504NONE509(A)(1)JOHNSON CENTER'S NATIONAL SUMMIT ON FAMILY PHILANTHROPY.$25,000WEST STE 900
GRAND VALLEY STATE UNIVERSITY
LV EBERHARD CENTER 301 FULTON STGRAND RAPIDSMI49504NONE509(A)(1)WHAT IS PHILANTHROPY? - A DOCUMENTARY.$3,000WEST STE 900
GRAND VALLEY STATE UNIVERSITY
LV EBERHARD CENTER 301 FULTON STGRAND RAPIDSMI49504NONE509(A)(1)GRAND VALLEY STATE UNIVERSITY CAMPAIGN TO BUILD THE MARY IDEMA PEW LIBRARY.$300,000WEST STE 900
GRAND VALLEY STATE UNIVERSITY
LV EBERHARD CENTER 301 FULTON STGRAND RAPIDSMI49504NONE509(A)(1)SUPPORT FOR THE COMMUNITY LEADERSHIP SCHOLARSHIP FUND.$500WEST STE 900
GRAZ'N ACRES THERAPEUTIC RIDING CENTER
14492 IVOR ROADSEDLEY VAMI23878NONE509(A)(1)SUPPORT TO PURCHASE AN EQUICIZER.$2,000
GREATER GRAND RAPIDS BICYCLE COALITION
PO BOX 6204GRAND RAPIDSMI49516NONE509(A)(1)LAUNCH BROAD-BASED COALITION - BICYCLING BECOME DAILY ACTIVITY.$15,000
HAMMERHEAD SWIM CLUB
399 CATOB ROADHARBOR SPRINGSMI49740NONE509(A)(2)TO SUPPORT THE GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$5,000
HARBOR HALL FOUNDATION
PO BOX 376HARBOR SPRINGSMI49740NONE509(A)(2)CAPACITY BUILDING.$7,500
HEALTH DEPARTMENT OF NORTHWEST MICHIGAN
220 WEST GARFIELDCHARLEVOIXMI49720NONE170(B)(1)(A)SUPPORT FOR THE EARLY CHILDHOOD MENTAL HEALTH INITIATIVE.$30,000
HEALTH INTERVENTION SERVICES
15 ANDRE SEGRAND RAPIDSMI49507NONE509(A)(1)MEDICAL AND DENTAL EXPANSION.$17,000
HEALTHY HOMES COALITION OF WEST MICHIGAN
742 FRANKLIN STREET SEGRAND RAPIDSMI49507NONE509(A)(1)GENERAL OPERATING SUPPORT.$85
HEART OF THE LAKES CENTER FOR LAND CONSERVATION POLICY
PO BOX 1128BAY CITYMI48706NONE509(A)(1)SUPPORT FOR "ADVANCING CONSERVANCY EXCELLENCE".$15,000
HEART OF WEST MICHIGAN UNITED WAY
118 COMMERCE AVENUE SOUTHWEST SUITEGRAND RAPIDSMI495034106NONE509(A)(1)GENERAL OPERATING SUPPORT.$25,000100
HEBRON INTERFAITH HUMAN SERVICES INC
PO BOX 634HEBRONCT06248NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THE ORGANIZATION.$22,500
HOBE SOUND COMMUNITY CHEST
PO BOX 511HOBE SOUNDFL334750511NONE509(A)(1)HOBE SOUND CHILD CARE CENTER, AND GENERAL CHARITABLE ACTIVITIES OF THE ORGANIZATION.$5,000
HOLY NAME OF JESUS
1630 GODFREY AVE SWWYOMINGMI49509NONE170(B)(1)(A)SUPPORT FOR STRUCTURAL REPAIRS TO SAN JUAN DIEGO ACADEMY.$50,000
IMERMAN ANGELS
205 W RANDOLPH 19TH FLOORCHICAGOIL60606NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$2,500
INTERLOCHEN CENTER FOR THE ARTS
PO BOX 199INTERLOCHENMI496430199NONE509(A)(1)SUPPORT FOR THE GUEST ARTISTS FUND.$3,000
INTERLOCHEN CENTER FOR THE ARTS
PO BOX 199INTERLOCHENMI496430199NONE509(A)(1)SCHOLARSHIP FUND FOR THEATRICAL AND FILM DESIGN PRODUCTION.$2,500
JUPITER ISLAND MEDICAL CLINIC
100 ESTRADA SQUAREHOBE SOUNDFL334552400NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$2,000
KALAMAZOO COLLEGE
1200 ACADEMY STREETKALAMAZOOMI490063295NONE509(A)(1)TO SUPPORT THE ANNUAL FUND.$2,000
KIDS FOOD BASKET
2055 OAK INDUSTRIAL DRIVE NEGRAND RAPIDSMI49505NONE509(A)(1)SUPPORT FOR A BETTER AND LARGER SPACE.$9,000
KIDS FOOD BASKET
2055 OAK INDUSTRIAL DRIVE NEGRAND RAPIDSMI49505NONE509(A)(1)GENERAL OPERATING SUPPORT.$75
KIDS FOOD BASKET
2055 OAK INDUSTRIAL DRIVE NEGRAND RAPIDSMI49505NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$2,000
LAND CONSERVANCY OF WEST MICHIGAN
400 ANN STREET NW SUITE 102GRAND RAPIDSMI49504NONE509(A)(2)SUPPORT FOR THE GENERAL FUND.$1,000
LAND INFORMATION ACCESS ASSOCIATION
342 MUNSON AVENUETRAVERSE CITYMI49686NONE509(A)(1)UP NORTH TRAILS PROGRAM.$25,000
LITTLE TRAVERSE BAY HUMANE SOCIETY
1300 WEST CONWAY ROADHARBOR SPRINGSMI49740NONE509(A)(1)TO SUPPORT THE SPAY AND NEUTER PROGRAM.$5,000
LITTLE TRAVERSE BAY HUMANE SOCIETY
1300 WEST CONWAY ROADHARBOR SPRINGSMI49740NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$1,000
LITTLE TRAVERSE CONSERVANCY INC
3264 POWELL ROADHARBOR SPRINGSMI497409469NONE509(A)(1)PURCHASE AND PROTECTION OF THE FORMER CAMP SEAGULL PROPERTY.$62,500
LITTLE TRAVERSE CONSERVANCY INC
3264 POWELL ROADHARBOR SPRINGSMI497409469NONE509(A)(1)SUPPORT FOR GENERAL FUND.$1,000
LITTLE TRAVERSE SAILORS
PO BOX 583HARBOR SPRINGSMI49740NONE509(A)(2)SCHOLARSHIP PROGRAM FOR CHILDREN FROM ECONOMICALLY DISADVANTAGED HOUSEHOLDS.$2,000
MANISTEE COUNTY COMMUNITY FOUNDATION
395 THIRD STREETMANISTEEMI49660NONE509(A)(1)RESTORE THE VOGUE. REVITALIZE MANISTEE.$100,000
MARY FREE BED HOSPITAL AND REHABILITATION CENTER
235 WEALTHY SEGRAND RAPIDSMI49503NONE509(A)(1)HOLIDAY CELEBRATIONS FOR CHILDREN HOSPITALIZED AT MARY FREE BED HOSPITAL.$2,000
MCLAREN NORTHERN MICHIGAN FOUNDATION
360 CONNABLE AVENUEPETOSKEYMI49770NONE509(A)(3) TYPE IIGIFTS AND HOLIDAY CELEBRATIONS FOR ILL CHILDREN HOSPITALIZED AT NORTHERN MICHIGAN HOSPITAL.$2,000
MICHIGAN HUMANITIES COUNCIL
119 PERE MARQUETTE DRIVE SUITE 3BLANSINGMI489121270NONE509(A)(1)SUPPORT FOR THE GREAT MICHIGAN READ.$5,000
MICHIGAN LAND USE INSTITUTE
148 E FRONT STREET SUITE 301TRAVERSE CITYMI496845725NONE509(A)(1)SUPPORT FOR THE STRATEGIC PLANNING RELATED TO THE LAUNCH OF A NEW LOCAL ECONOMY INITIATIVE.$20,000
MUNSON HEALTHCARE REGIONAL FOUNDATION
210 BEAUMONT PLACETRAVERSE CITYMI496842307NONE509(A)(1)COWELL FAMILY CANCER CENTER.$500,000
MUSEUM OF AMERICAN FINANCE
48 WALL STREETNEW YORKNY10005NONE509(A)(1)SUPPORT FOR THE MUSEUM OF AMERICAN FINANCE GALA.$5,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW SUITE 700WASHINGTONDC200013723NONE509(A)(1)2013 HEALING OUR WATERS GREAT LAKES RESTORATION CONFERENCE.$2,500
NEW SCHOOL
66 WEST 12TH STREETNEW YORKNY10011NONE509(A)(1)MILANO GRADUATE SCHOOL'S NON-PROFIT MANAGEMENT PROGRAM.$2,000
NEXT DOOR INC
965 TUCKER RDHOOD RIVEROR97031NONE509(A)(1)SUPPORT FOR THE "GREATEST NEEDS" FUND.$4,000
NORTH CENTRAL MICHIGAN COLLEGE FOUNDATION
1515 HOWARD STREETPETOSKEYMI49770NONE509(A)(3) TYPE IADVANCE AND STRENGTHEN THE NCMC FOUNDATION THROUGH EDUCATION AND OUTREACH.$5,000
NORTHWEST MICHIGAN COMMUNITY ACTION AGENCY
3963 THREE MILE ROADTRAVERSE CITYMI496869164NONE509(A)(1)HEATING/UTILITY PROGRAMS FOR EMMET, CHARLEVOIX, AND NORTH ANTRIM COUNTIES.$5,000
OLD TOWN PLAYHOUSE INC
PO BOX 262 148 E EIGHTH STTRAVERSE CITYMI49685NONE509(A)(2)ARCHITECTURAL AND FEASIBILITY STUDY OF OLD TOWN PLAYHOUSE'S FACILITIES AND SITE.$12,000
OPERA GRAND RAPIDS
1320 E FULTON STREETGRAND RAPIDSMI49503NONE509(A)(2)TO ADDRESS SPECIFIC CAPACITY ISSUES AT OPERA GRAND RAPIDS.$65,000
ORBIS
520 8TH AVENUE 11TH FLOORNEW YORKNY10018NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$500
OUTDOOR DISCOVERY CENTER MACATAWA GREENWAY
OUTDOOR DISCOVERY CENTER MACATAWAHOLLANDMI49423NONE509(A)(2)POTTAWATOMIE MARSH PROJECT.$15,000GREENWAY 4214 56TH STREET
PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION
616 PETOSKEY STREET SUITE 203PETOSKEYMI49770NONE509(A)(1)SUPPORT FOR THE EDWARD J. FREY, JR. CHARITABLE FUND.$25,000
PETS FOR VETS INC
409 BLACK DIAMOND DRIVEWILMINGTONNC28411NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$3,000
PLANNED PARENTHOOD OF WEST AND NORTHERN MICHIGAN
425 CHERRY STREET SEGRAND RAPIDSMI495034691NONE509(A)(1)SUPPORT FOR THE EDUCATION AND OUTREACH PROGRAMS.$10,000
PLANNED PARENTHOOD OF WEST AND NORTHERN MICHIGAN
425 CHERRY STREET SEGRAND RAPIDSMI495034691NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$100
PLANNED PARENTHOOD OF WEST AND NORTHERN MICHIGAN
425 CHERRY STREET SEGRAND RAPIDSMI495034691NONE509(A)(1)STANDING TALL CAPITAL CAMPAIGN PPWNM.$150,000
PLYMOUTH HEIGHTS CHRISTIAN REFORMED CHURCH
1800 PLYMOUTH ROAD SEGRAND RAPIDSMI49506NONE170(B)(1)(A)MR. B'S READING, MATH AND BASKETBALL CAMP.$10,000
POP WARNER LITTLE SCHOLARS INC
586 MIDDLETOWN BLVD SUITE C-100LANGHORNEPA19047NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THE POP WARNER FOOTBALL OF HARBOR SPRINGS.$4,000
PROJECT H DESIGN
PO BOX 12021SAN RAFAELCA94912NONE509(A)(1)CAMP H, STUDIO H, AND WORKSHOP H.$1,500
PUBLIC SCHOOLS OF PETOSKEY
1130 HOWARD STREETPETOSKEYMI49770NONE170(B)(1)(A)GENERAL OPERATING SUPPORT FOR THE HIGH SCHOOL GOLF TEAMS.$3,000
READY FOR SCHOOL
70 WEST 8TH STREETHOLLANDMI49423NONE509(A)(1)FUNDING FOR THE HOLLAND CENTERED, COMMUNITY-LED EARLY CARE AND EDUCATION INITIATIVE.$35,000
SAINT MARY'S DORAN FOUNDATION
200 JEFFERSON AVENUE SEGRAND RAPIDSMI49503NONE509(A)(1)SUPPORT FOR THE NEW MOTHER'S CELEBRATION AT CLINICA SANTA MARIA.$2,000
SAINT MARY'S HEALTH CARE
200 JEFFERSON SEGRAND RAPIDSMI49503NONE170(B)(1)(A)EXTENDED STAY FACILITY FOR PATIENTS AND FAMILY MEMBERS OF PATIENTS.$175,000
SCHREMS WEST MICHIGAN TROUT UNLIMITED
PO BOX 230094GRAND RAPIDSMI49523NONE509(A)(1)TO SUPPORT THE GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$2,500
SITELAB INC
238 MADISON AVE SEGRAND RAPIDSMI49503NONE509(A)(1)54 JEFFERSON PROJECT.$7,000
SNOWBALL EXPRESS
611 S MAIN STREET SUITE 400GRAPEVINETX76051NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$2,500
SOS OUTREACH
PO BOX 2020AVONCO81620NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$3,900
SOUTHWEST MICHIGAN LAND CONSERVANCY
6851 SOUTH SPRINKLE ROADPORTAGEMI49002NONE509(A)(1)KALAMAZOO RIVER WATERSHED LAND CONSERVATION PLAN.$4,500
SPECTRUM HEALTH FOUNDATION
100 MICHIGAN STREET NORTHEAST MC004GRAND RAPIDSMI49503NONE509(A)(3) TYPE IIIGENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$3,000
SPECTRUM HEALTH FOUNDATION
100 MICHIGAN STREET NORTHEAST MC004GRAND RAPIDSMI49503NONE509(A)(3) TYPE IIIHOLIDAY CELEBRATIONS FOR CRITICALLY ILL CHILDREN HOSPITALIZED AT DEVOS CHILDREN'S HOSPITAL.$4,000
ST PAUL'S EPISCOPAL CHURCH
188 SOUTH SWINTON AVENUEDELRAY BEACHFL33444NONE170(B)(1)(A)SUPPORT FOR THE GROWING IN FAITH LEGACY ENDOWMENT CAMPAIGN.$25,000
ST STEPHEN CATHOLIC CHURCH
750 GLADSTONE SEEAST GRAND RAPIDSMI49506NONE170(B)(1)(A)SUPPORT FOR THE SCHOLARSHIP FUND.$600
ST STEPHEN CATHOLIC SCHOOL
740 GLADSTONE SEEAST GRAND RAPIDSMI49506NONE170(B)(1)(A)SUPPORT FOR CLASSROOM SUPPLIES, BOOKS, AND ACTIVITIES.$50
THE ARBOR CIRCLE CORPORATION
1115 BALL AVENUE NEGRAND RAPIDSMI49505NONE509(A)(1)GENERAL OPERATING SUPPORT.$100
THE ARBOR CIRCLE CORPORATION
1115 BALL AVENUE NEGRAND RAPIDSMI49505NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THE BRIDGE PROGRAM AT ARBOR CIRCLE.$250
THE CENTER FOR MICHIGAN INC
4100 NORTH DIXBORO ROADANN ARBORMI48105NONE509(A)(1)DEVELOPMENT OF AN INDEPENDENT, NONPARTISAN THINK-AND-DO TANK.$20,000
THE FUND FOR PARK AVENUE
445 PARK AVENUE SUITE 1000NEW YORKNY10022NONE509(A)(1)SUPPORT THE 2012- 2013 MALLS PLANTING PROJECT AND THE HOLIDAY TREE LIGHTING.$6,000
THE GERALD R FORD PRESIDENTIAL FOUNDATION
303 PEARL STREET NWGRAND RAPIDSMI49504NONE509(A)(1)CAMPAIGN FOR THE LEGACY OF PRESIDENT GERALD R. FORD.$25,000
THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NWWASHINGTONDC20566NONE509(A)(1)INTENSIVE CONSULTATIONS AND COMMUNITY BOARD SEMINARS IN GRAND RAPIDS.$22,500
THE MANNA PROJECT INC
8791 MCBRIDE PARK COURTHARBOR SPRINGSMI49740NONE509(A)(2)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$5,000
THE NATURE CONSERVANCY
WORLDWIDE OFFICE 4245 NORTH FAIRFAXARLINGTONVA222031637NONE509(A)(1)FLORIDA HABITAT, WATER AND WILDLIFE.$2,500DRIVE 100
THE SOCIETY OF THE FOUR ARTS
2 FOUR ARTS PLAZAPALM BEACHFL33480NONE509(A)(1)SUPPORT FOR THE FOUR ARTS ANNUAL FUND.$2,500
THE UNIVERSITY OF MICHIGAN
2074 FLEMING BUILDINGANN ARBORMI481091340NONE509(A)(1)SUPPORT FOR THE DEAN'S GENERAL FUND AT THE ROSS SCHOOL OF BUSINESS.$5,000
TOWN OF GLASTONBURY
2155 MAIN STREETGLASTONBURYCT06033NONE170(B)(1)(A)GENERAL CHARITABLE ACTIVITIES OF CAMP SUNRISE.$2,500
TRAFFIC SQUAD SAFETY & COMMUNITY ACTION FUND
701 BALL AVE NEGRAND RAPIDSMI49503NONE509(A)(2)KENT COUNTY TRAINING AND COMMUNITY RIDING CENTER CAPITAL CAMPAIGN.$25,000
TROUT UNLIMITED
1300 NORTH 17TH STREET SUITE 500ARLINGTONVA222093801NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THE TROUT UNLIMITED - NORTH BAY CHAPTER.$2,000
UNITED METHODIST COMMITTEE ON RELIEF
475 RIVERSIDE DRNEW YORKNY10115NONE509(A)(1)DISASTER RELIEF FUND.$1,000
UNITED WAY OF PALM BEACH COUNTY
2600 QUANTUM BOULEVARDBOYNTON BEACHFL334268627NONE509(A)(1)COMMUNITY CARE FUND.$10,000
UNIVERSITY OF FLORIDA FOUNDATION INC
1938 W UNIVERSITY AVENUEGAINESVILLEFL32603NONE509(A)(1)SUPPORT THE CREATION OF THE PERMANENT DISCOVERY ROOM AT THE NATURAL HISTORY MUSEUM.$2,000
UNIVERSITY OF FLORIDA FOUNDATION INC
1938 W UNIVERSITY AVENUEGAINESVILLEFL32603NONE509(A)(1)SUPPORT FOR THE CHILLDREN'S ARTS EDUCATION PROGRAMS AT THE HARN MUSEUM OF ART.$1,000
UNIVERSITY OF FLORIDA FOUNDATION INC
1938 W UNIVERSITY AVENUEGAINESVILLEFL32603NONE509(A)(1)SUPPORT FOR PEDIATRIC CANCER PATIENTS PROGRAMS AT THE SHANDS CANCER CENTER.$1,000
UNIVERSITY OF FLORIDA FOUNDATION INC
1938 W UNIVERSITY AVENUEGAINESVILLEFL32603NONE509(A)(1)SUPPORT FOR ARTS IN MEDICINE PROGRAMS AT THE UNIVERSITY OF FLORIDA'S SHANDS HOSPITAL.$1,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
PO BOX 309CHAPEL HILLNC27514NONE509(A)(1)SUPPORT FOR THE PETER DUCHIN ORCHESTRA AT THE "2013 PLAYMAKERS BALL" ON FEBRUARY 9, 2013.$10,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
PO BOX 309CHAPEL HILLNC27514NONE509(A)(1)SUPPORT FOR THE 2013 PLAYMAKERS BALL.$15,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
PO BOX 309CHAPEL HILLNC27514NONE509(A)(1)MULTI-DISCIPLINARY RESEARCH IN AN EFFORT TO "CROSS-POLLINATE" IDEAS AND METHODS.$3,500
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
PO BOX 309CHAPEL HILLNC27514NONE509(A)(1)SUPPORT FOR THE MINOR IN ENTREPRENEURSHIP GENERAL FUND AND THE DEAN'S GENERAL FUND.$5,000
UNIVERSITY OF OREGON
SCHOOL OF ARCHITECTURE ALLIED ARTSEUGENEOR974035235NONE170(B)(1)(A)TO SUPPORT THE ARCHITECTURE & ALLIED ARTS PROGRAM.$3,500OFFICE OF DEV 5235 UNIV OF OREGON
URBAN INSTITUTE FOR CONTEMPORARY ARTS
2 WEST FULTONGRAND RAPIDSMI49503NONE509(A)(1)DICK AND BETSY DEVOS FOUNDATION AND CHALLENGE GRANT FOR THE NEW UICA BUILDING CAMPAIGN.$25,000
WATERFRONT COMMUNITY PARK ASSOCIATION
PO BOX 1005HOOD RIVEROR97031NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$2,500
WEST GRAND NEIGHBORHOOD ORGANIZATION
415 LEONARD NWGRAND RAPIDSMI49504NONE509(A)(1)WESTSIDE AREA SPECIFIC PLAN.$24,400
WEST MICHIGAN CENTER FOR ARTS AND TECHNOLOGY
98 EAST FULTON SUITE 202GRAND RAPIDSMI49503NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$100
WEST MICHIGAN CENTER FOR ARTS AND TECHNOLOGY
98 EAST FULTON SUITE 202GRAND RAPIDSMI49503NONE509(A)(1)WMCAT TEEN ARTS PROGRAM.$50,000
WEST MICHIGAN ENVIRONMENTAL ACTION COUNCIL
1007 LAKE DR SEGRAND RAPIDSMI49506NONE509(A)(2)SUPPORT FOR THE "YOU ARE HERE" CAMPAIGN - KLH MATCH.$150
WEST MICHIGAN ENVIRONMENTAL ACTION COUNCIL
1007 LAKE DR SEGRAND RAPIDSMI49506NONE509(A)(2)SUPPORT FOR THE MAYORS' 10TH ANNIVERSARY GRAND RIVER CLEAN-UP.$250
WEST MICHIGAN MIRACLE LEAGUE
1878 SUNTREE LANEZEELANDMI49464NONE509(A)(1)WEST MICHIGAN MIRACLE LEAGUE CAPITAL CAMPAIGN.$5,000
YWCA WEST CENTRAL MICHIGAN
25 SHELDON BLVD SEGRAND RAPIDSMI495034295NONE509(A)(1)GENERAL OPERATING SUPPORT.$775
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,958,203TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
ARTISTS CREATING TOGETHER INC
1140 MONROE AVE NW SUITE 4101GRAND RAPIDSMI49503NONE509(A)(1)SUPPORT FOR A MULTI-YEAR EFFORT TO BUILD VSA'S INTERNAL CAPACITY.$10,000
BETTY FORD CENTER
39000 BOB HOPE DRIVERANCHO MIRAGECA922703297NONE509(A)(1)SUPPORT FOR BEAMER'S WORLD PROJECT.$20,000
CHAR-EM UNITED WAY INC
2350 MITCHELL PARK DR 8PETOSKEYMI497701701NONE509(A)(1)SUPPORT FOR CHAR-EM UNITED WAY 2013-2014 ANNUAL FUND.$10,000
CHAR-EM UNITED WAY INC
2350 MITCHELL PARK DR 8PETOSKEYMI497701701NONE509(A)(1)LAUNCH OF THE INCREASING OUR IMPACT CAMPAIGN.$30,000
CLARK RETIREMENT COMMUNITY FOUNDATION
1551 FRANKLIN STREET SEGRAND RAPIDSMI49506NONE509(A)(3) TYPE ISUPPORT FOR THE VIBRANT COMMUNITY CAMPAIGN.$25,000
COUNTY OF KENT
300 MONROE NW SUITE 303GRAND RAPIDSMI49503NONE170(B)(1)(A)KENT COUNTY DENTAL CLINIC.$75,000
CROOKED TREE ARTS COUNCIL INC
461 EAST MITCHELL STPETOSKEYMI497702623NONE509(A)(2)SUPPORT TO GROW CROOKED TREE'S COMMUNITY ARTS EDUCATION OFFERINGS.$8,000
EARTH UNIVERSITY FOUNDATION
EIGHT PIEDMONT CENTER 3525 PIEDMONTATLANTAGA303051509NONE509(A)(1)SUPPORT FOR THE EARTH UNIVERSITY FINANCIAL AID PROGRAM.$2,500RD NE SUITE 520
FIRST STEPS KENT
118 COMMERCE AVENUE SWGRAND RAPIDSMI49503NONE509(A)(1)FIRST STEPS - GROWING EVERY CHILD'S POTENTIAL.$210,000
FLORIDA COALITION FOR PRESERVATION
235 NE 6TH AVENUE BUILDING FDELRAY BEACHFL33483NONE170(B)(1)(A)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$5,000
FRIENDS OF GRAND RAPIDS PARKS
PO BOX 3199GRAND RAPIDSMI495013199NONE509(A)(1)SUPPORT FOR "PARKS ALIVE".$15,000
GRAND ACTION FOUNDATION
120 LYON STREET NORTHWESTGRAND RAPIDSMI49503NONE509(A)(1)PHASE II CHALLENGE CAMPAIGN.$200,000
GRAND RAPIDS COMMUNITY FOUNDATION
185 OAKES ST SWGRAND RAPIDSMI49503NONE509(A)(1)SUPPORT FOR THE CHALLENGE SCHOLARS CAMPAIGN.$10,000
GRAND RAPIDS PUBLIC MUSEUM FOUNDATION
272 PEARL STREET NWGRAND RAPIDSMI495045371NONE509(A)(1)SUPPORT FOR THE ROGER B. CHAFFEE PLANETARIUM RENOVATION PROJECT.$61,400
GRAND RAPIDS STUDENT ADVANCEMENT FOUNDATION
111 LIBRARY NEGRAND RAPIDSMI49503NONE509(A)(1)SUPPORT FOR THE JOAN P. SECCHIA BARRIER BREAKING ENDOWMENT.$25,000
GRAND VALLEY STATE UNIVERSITY
LV EBERHARD CENTER 301 FULTON STGRAND RAPIDSMI49504NONE509(A)(1)SUPPORT FOR THE H. JAMES WILLIAMS ENDOWED SCHOLARSHIP.$1,500WEST STE 900
GREAT LAKES EDUCATION FOUNDATION
2870 DOBIE ROADMASONMI48854NONE509(A)(1)TO SUPPORT THE GENERAL CHARITABLE ACTIVITIES OF THE ORGANIZATION.$30,000
GREATER GRAND RAPIDS BICYCLE COALITION
PO BOX 6204GRAND RAPIDSMI49516NONE509(A)(1)LAUNCH BROAD-BASED COALITION - BICYCLING BECOME DAILY ACTIVITY.$10,000
HEALTH DEPARTMENT OF NORTHWEST MICHIGAN
220 WEST GARFIELDCHARLEVOIXMI49720NONE170(B)(1)(A)SUPPORT FOR THE EARLY CHILDHOOD MENTAL HEALTH INITIATIVE.$30,000
IMERMAN ANGELS
205 W RANDOLPH 19TH FLOORCHICAGOIL60606NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$2,500
INTERLOCHEN CENTER FOR THE ARTS
PO BOX 199INTERLOCHENMI496430199NONE509(A)(1)SUPPORT FOR THE SCHOLARSHIP FUND FOR THEATRICAL AND FILM DESIGN PRODUCTION.$5,000
OUTDOOR DISCOVERY CENTER MACATAWA GREENWAY
OUTDOOR DISCOVERY CENTER MACATAWAHOLLANDMI49423NONE509(A)(2)POTTAWATOMIE MARSH PROJECT.$15,000GREENWAY 4214 56TH STREET
PLANNED PARENTHOOD OF WEST AND NORTHERN MICHIGAN
425 CHERRY STREET SEGRAND RAPIDSMI495034691NONE509(A)(1)SUPPORT TO BUILD THE DONOR BASE OF ANNUAL SUPPORT FOR THE ORGANIZATION.$30,000
SNOWBALL EXPRESS
611 S MAIN STREET SUITE 400GRAPEVINETX76051NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$2,500
THE FUND FOR PARK AVENUE
445 PARK AVENUE SUITE 1000NEW YORKNY10022NONE509(A)(1)SUPPORT THE 2013- 2014 MALLS PLANTING PROJECT AND THE HOLIDAY TREE LIGHTING.$6,000
THE GERALD R FORD PRESIDENTIAL FOUNDATION
303 PEARL STREET NWGRAND RAPIDSMI49504NONE509(A)(1)DINNER SPONSORSHIP IN CONNECTION WITH THE CHRISTENING OF THE USS GERALD R. FORD.$5,000
THE GERALD R FORD PRESIDENTIAL FOUNDATION
303 PEARL STREET NWGRAND RAPIDSMI49504NONE509(A)(1)CAMPAIGN FOR THE LEGACY OF PRESIDENT GERALD R. FORD.$50,000
THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NWWASHINGTONDC20566NONE509(A)(1)INTENSIVE CONSULTATIONS AND COMMUNITY BOARD SEMINARS IN GRAND RAPIDS.$22,500
THE RIGHT PLACE FOUNDATION
161 OTTAWA AVENUE NW SUITE 400GRAND RAPIDSMI495032701NONE509(A)(1)THE WEST MICHIGAN ECONOMIC DEVELOPMENT COLLABORATIVE.$255,000
THE SOCIETY OF THE FOUR ARTS
2 FOUR ARTS PLAZAPALM BEACHFL33480NONE509(A)(1)SUPPORT FOR THE FOUR ARTS ANNUAL FUND.$2,500
TROUT UNLIMITED
1300 NORTH 17TH STREET SUITE 500ARLINGTONVA222093801NONE509(A)(1)PHASE II SUPPORT FOR THE HOME RIVERS INITIATIVE ON THE ROGUE RIVER.$60,000
UNITED WAY OF PALM BEACH COUNTY
2600 QUANTUM BOULEVARDBOYNTON BEACHFL334268627NONE509(A)(1)COMMUNITY CARE FUND.$10,000
UNIVERSITY OF FLORIDA FOUNDATION INC
1938 W UNIVERSITY AVENUEGAINESVILLEFL32603NONE509(A)(1)SUPPORT THE CREATION OF THE PERMANENT DISCOVERY ROOM AT THE NATURAL HISTORY MUSEUM.$2,000
URBAN INSTITUTE FOR CONTEMPORARY ARTS
2 WEST FULTONGRAND RAPIDSMI49503NONE509(A)(1)DICK AND BETSY DEVOS FOUNDATION AND CHALLENGE GRANT FOR THE NEW UICA BUILDING CAMPAIGN.$25,000
WEDGWOOD CHRISTIAN SERVICES INC
3300 36TH ST SEGRAND RAPIDSMI495122810NONE509(A)(1)GROWING HOPE FOR CHILDREN CAPITAL CAMPAIGN.$300,000
WEST MICHIGAN CENTER FOR ARTS AND TECHNOLOGY
98 EAST FULTON SUITE 202GRAND RAPIDSMI49503NONE509(A)(1)GENERAL CHARITABLE ACTIVITIES OF THIS ORGANIZATION.$100
WEST MICHIGAN CENTER FOR ARTS AND TECHNOLOGY
98 EAST FULTON SUITE 202GRAND RAPIDSMI49503NONE509(A)(1)WMCAT TEEN ARTS PROGRAM.$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,621,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$226ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900000BusinessCd
Unrelated Business Taxbl Incm$913UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$2,777,562ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$212,724ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900000BusinessCd
Unrelated Business Taxbl Incm$12,474UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$8,294,063ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (8 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
COMMONFUND PRIVATE EQUITY IV K-1900000$33
COMMONFUND PRIVATE EQUITY VI K-1900000$8,814
COMMONFUND VENTURE PARTNERS V K-1900000$1,001
COMMONFUND VENTURE PARTNERS VII K-1900000-$2,004
BLACKROCK-QUELLOS REAL ASSETS II900000-$19,479
SIGULER GUFF900000$627
WILLOWRIDGE/AMBERBROOK V900000-$1,667
WILLOWRIDGE/AMBERBROOK VI900000-$1,365

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$653UnrelatedBusinessTaxblIncmAmt
Exclusion$11,284,575ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,283,922TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPLANTE & MORAN, PLLCCategoryTxt
Amt$23,515Amt
Net Investment Income$3,703NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$18,812DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmtGross Sales PriceGrossSalesPriceAmt
COMMONFUND VENTURE PARTNERS VPURCHASED$104$0-$104
COMMONFUND PRIVATE EQUITY IVPURCHASED$0$2,848$2,848
COMMONFUND PRIVATE EQUITY VIPURCHASED$0$5,436$5,436
COMMONFUND VENTURE PARTNERS VIIPURCHASED$40$0-$40
QUELLOS/BLACKROCKPURCHASED$0$10,641$10,641
WILLOWRIDGE/AMBERBROOK VPURCHASED$6,481$0-$6,481
WILLOWRIDGE/AMBERBROOK VIPURCHASED$0$174$174

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART VII-A, LINE 12THE FOUNDATION MADE DISTRIBUTIONS TO TWO DONOR ADVISED FUNDS (FUNDS) OVER WHICH THE FOUNDATION OR A DISQUALIFIED PERSON HAS ADVISORY PRIVILEGES. THE FOUNDATION TREATED BOTH OF THESE AS QUALIFYING DISTRIBUTIONS BECAUSE THE MONEY WAS OR WILL BE REDISTRIBUTED BY THE FUNDS TO QUALIFIED SECTION 170(C)(2)(B) ORGANIZATIONS WHO WILL USE THE MONEY FOR THEIR CHARITABLE PURPOSES. ALL DISTRIBUTIONS FROM THE FUNDS ARE PRE-APPROVED BY THE FUNDS'BOARD.
FORM 990-PF, PART VIII, NUMBER 1 AND 2THE OFFICERS, DIRECTORS, KEY EMPLOYEES, AND HIGHEST PAID EMPLOYEES ALL RECEIVE A NOMINAL AMOUNT FOR EXPENSE ACCOUNT REIMBURSEMENT AND OTHER ALLOWANCES.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACADIA PHARMACEUTICALS INC 3850 SHARES$96,211$96,211
ALKERMES PLC 4290 SHARES$174,431$174,431
ALLIANCE DATA SYS CORP 680 SHARES$178,792$178,792
ALLSCRIPTS HEALTHCARE SOLUTIONS 7310 SHARES$113,013$113,013
ARCOS DORADOS HOLDINGS INC A 3890 SHARES$47,147$47,147
ARTHROCARE CORP 2200 SHARES$88,528$88,528
AVAGO TECHNOLOGIES LTD 730 SHARES$38,602$38,602
BE AEROSPACE INC 1610 SHARES$140,118$140,118
BEST BUY 4070 SHARES$162,312$162,312
BRINKER INTL INC 2170 SHARES$100,558$100,558
CELANESE CORP DE COM SER A 650 SHARES$35,951$35,951
COMERICA INC 2050 SHARES$97,457$97,457
COMMUNITY HEALTH SYS INC NEW 3310 SHARES$129,984$129,984
CONCUR TECHNOLOGIES INC 730 SHARES$75,321$75,321
CONSOL ENERGY INC 3570 SHARES$135,803$135,803
COVANCE INC 1200 SHARES$105,672$105,672
CROWN HOLDINGS INC 1680 SHARES$74,878$74,878
CUBIST PHARMACEUTICALS INC 2490 SHARES$171,486$171,486
CYTEC INDUSTRIES INC 1220 SHARES$113,655$113,655
DENBURY RESOURCES INC COM NEW 4850 SHARES$79,685$79,685
EVEREST RE GROUP LTD 365 SHARES$56,893$56,893
FIRST REPUBLIC BANK/SF COM 2560 SHARES$134,016$134,016
FLEETCOR TECHNOLOGIES INC 1015 SHARES$118,928$118,928
GENERAC HLDGS INC 1500 SHARES$84,960$84,960
GENESEE & WYOMING INC CL A 860 SHARES$82,603$82,603
GENTEX CORP 3920 SHARES$129,282$129,282
GENWORTH FINL INC CL A 6690 SHARES$103,896$103,896
GNC HLDGS INC 1050 SHARES$61,372$61,372
HARMAN INTL INDS INC NEW 1010 SHARES$82,668$82,668
HUBBELL INC CL B 1260 SHARES$137,214$137,214
HUNTSMAN CORP 5270 SHARES$129,642$129,642
IDEXX LABORATORIES INC 1300 SHARES$138,281$138,281
IHS INC COM CL A 1055 SHARES$126,283$126,283
INFORMATICA CORP 2000 SHARES$83,000$83,000
IPG PHOTONICS CORP 160 SHARES$12,418$12,418
JARDEN CORP 2405 SHARES$147,547$147,547
JDS UNIPHASE CORP 4440 SHARES$57,653$57,653
JONES LANG LASALLE INC 1220 SHARES$124,916$124,916
LANDSTAR SYSTEM INC 1070 SHARES$61,471$61,471
LINCOLN ELECTRIC HLDGS 1590 SHARES$113,431$113,431
LKQ CORP 2680 SHARES$88,172$88,172
MARTIN MARIETTA MATERIALS INC 605 SHARES$60,464$60,464
MCDERMOTT INTERNATIONAL INC 6320 SHARES$57,891$57,891
METTLER-TOLEDO INTL INC 620 SHARES$150,406$150,406
MWI VETERINARY SUPPLY INC 415 SHARES$70,536$70,536
NEXSTAR BROADCASTING GROUP INC 1750 SHARES$97,527$97,527
NPS PHARMACEUTICALS INC 2450 SHARES$74,382$74,382
NVR INC 83 SHARES$85,159$85,159
NXP SEMICONDUCTORS NV 2600 SHARES$119,418$119,418
PACKAGING CORP OF AMERICA 2250 SHARES$142,380$142,380
PANDORA MEDIA INC COM 2730 SHARES$72,618$72,618
POLYONE CORPORATION 2500 SHARES$88,375$88,375
QLIK TECHNOLOGIES INC 3740 SHARES$99,596$99,596
RAYMOND JAMES FINL INC 2670 SHARES$139,347$139,347
ROBERT HALF INTL INC 1950 SHARES$81,880$81,880
ROCKWOOD HLDGS INC 1770 SHARES$127,298$127,298
ROWAN COMPANIES PLC 4010 SHARES$141,794$141,794
SCOTTS MIRACLE-GRO CO CL A 2190 SHARES$136,262$136,262
SERVICE CORP INTERNATL 6480 SHARES$117,482$117,482
SERVICENOW INC 1620 SHARES$90,736$90,736
SIGNET JEWELERS LTD 1300 SHARES$102,310$102,310
SKYWORKS SOLUTIONS INC 1880 SHARES$53,693$53,693
STARWOOD PPTY TR INC 3330 SHARES$92,241$92,241
TAYLOR MORRISON HOME CORP 2590 SHARES$58,146$58,146
TEMPUR-PEDIC INTL INC 1520 SHARES$82,019$82,019
TESORO CORPORATION 4280 SHARES$250,380$250,380
TIMKEN CO 1910 SHARES$105,184$105,184
TOTAL SYSTEMS SERV 3470 SHARES$115,482$115,482
TRACTOR SUPPLY CO 1200 SHARES$93,096$93,096
TRANSDIGM GROUP INC 765 SHARES$123,180$123,180
UNITED RENTALS INC 1640 SHARES$127,838$127,838
URBAN OUTFITTERS INC 3200 SHARES$118,720$118,720
VERIFONE HLDGS INC 4180 SHARES$112,108$112,108
WABCO HLDGS INC 900 SHARES$84,069$84,069
WASTE CONNECTIONS INC 1740 SHARES$75,916$75,916
WESCO INTERNATIONAL INC 1790 SHARES$163,015$163,015
WILLIAMS SONOMA INC 1450 SHARES$84,506$84,506
WRIGHT MEDICAL GROUP INC 4370 SHARES$134,203$134,203

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (29 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS - EURO PACIFICFMV$5,055,043$5,055,043
ARTISAN INTERNATIONALFMV$4,970,407$4,970,407
BARROW HANLEY MEWHINNEY & STRAUSSFMV$6,291,151$6,291,151
BLACKROCK/QUELLOS REAL ASSETS IIFMV$1,819,078$1,819,078
COMMON SENSE LONG BIASEDFMV$3,941,577$3,941,577
COMMONFUND - PRIVATE EQUITY PARTNERS IVFMV$1,230,273$1,230,273
COMMONFUND - PRIVATE EQUITY PARTNERS VIFMV$3,153,529$3,153,529
COMMONFUND - VENTURE CAPITAL PARTNERS VFMV$1,223,089$1,223,089
COMMONFUND - VENTURE CAPITAL PARTNERS VIIFMV$1,975,810$1,975,810
DFA EMERGING MARKETSFMV$11,542,935$11,542,935
DFA INTERNATIONAL SMALL CAP VALUEFMV$7,762,580$7,762,580
DFA INTERNATIONAL VALUEFMV$6,127,382$6,127,382
DFA US SMALL CAP VALUE FUNDFMV$8,495,218$8,495,218
FRANKLIN TEMPLETON GLOBAL BOND FUNDFMV$3,669,061$3,669,061
ING GLOBAL REAL ESTATE FUND IFMV$3,271,127$3,271,127
IRONWOODFMV$7,070,295$7,070,295
ISHARES RUSSELL 1000 GROWTHFMV$6,178,592$6,178,592
JC FLOWERS - JCF IIIFMV$1,515,834$1,515,834
METROPOLITAN/MREP VIIFMV$584,477$584,477
PIMCO - ALL ASSET FUNDFMV$7,176,427$7,176,427
PIMCO - REAL RETURN FUNDFMV$3,467,688$3,467,688
PIMCO - TOTAL RETURN FUNDFMV$14,240,122$14,240,122
POWERSHARES DB COMMODITY INDEX TRACKING FUNDFMV$3,257,126$3,257,126
SIGULER GUFF/DISTRESSED OPP FUND IIIFMV$2,368,883$2,368,883
TFS MARKET NEUTRAL FUNDFMV$3,047,071$3,047,071
VANGUARD INSTITUTIONAL INDEX FUNDFMV$12,264,576$12,264,576
VANGUARD MID-CAP INDEX FUNDFMV$3,995,921$3,995,921
WILLOWRIDGE/AMBERBROOK VFMV$2,098,691$2,098,691
WILLOWRIDGE/AMBERBROOK VIFMV$1,717,713$1,717,713

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE AND FIXTURES$146,081$12,301$133,780
OFFICE EQUIPMENT$169,332$86,551$82,781
LEASEHOLD IMPROVEMENTS$350,192$105,058$245,134

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (5 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CLARK HILL, PLC$22,036$628$0$21,408
DICKINSON WRIGHT, PLLC$30,670$874$0$29,796
MILLER JOHNSON SNELL & CUMMISKEY, PLC$460$13$0$447
WARNER NORCROSS & JUDD, LLP$8,380$239$0$8,141
RHOADES MCKEE, PC$13,060$372$0$12,688

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER PREPAIDS$10,176$5,901$5,901
REFUNDABLE EXCISE TAXES$60,638$20,638$20,638
PREPAID INSURANCE$7,463$7,083$7,083
ACCRUED DIVIDEND INCOME$0$204,500$204,500

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionNET IMPACT OF K-1 ITEMS NOT REFLECTED IN FINANCIALS; INCLUDED IN C/Y 990-PFDescription
Amount$2,677,144Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER /TECHNOLOGY SUPPORT$24,188$4,486$0$19,702
COMPUTER SYSTEMS & SUPPORT$33,591$2,073$0$31,518
DUES$3,548$954$0$2,594
EQUIPMENT LEASE$1,380$276$0$1,104
FOUNDATION INITIATED AND ADMINISTERED PROGRAMS$111,933$0$0$111,933
INSURANCE$7,974$1,595$0$6,379
OFFICE EQUIPMENT AND FURNITURE$1,300$260$0$1,040
OFFICE SUPPLIES$5,018$1,004$0$4,014
OFFICE/EQUIPMENT MAINTENANCE$13,489$2,698$0$10,791
OUTSIDE EMPLOYMENT SERVICES$3,946$790$0$3,156
PARKING$13,128$2,626$0$10,502
POSTAGE$2,990$597$0$2,393
TELEPHONE$11,610$2,323$0$9,287
UTILITIES$5,258$1,052$0$4,206
OTHER MISCELLANEOUS EXPENSE$4,081$816$0$3,265
AMORTIZATION$35,020$7,004$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (18 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVESTMENT INCOME$34,549$34,549
COMMUNFUND VENTURE PARTNERS V$6,526$6,526
COMMONFUND PRIVATE EQUITY IV$371$371
COMMONFUND PRIVATE EQUITY VI$12,787$12,787
COMMONFUND VENTURE PARTNERS VII$8,056$8,056
QUELLOS/BLACKROCK$44,926$44,926
WILLOWRIDGE/AMBERBROOK V$11,314$11,314
SIGULER GUFF$87,502$87,502
WILLOWRIDGE/AMBERBROOK VI$5,149$5,149
METROPOLITAN - MREP VII$1,544$1,544
COMMONFUND PRIVATE EQUITY IV K-1$33$0
COMMONFUND PRIVATE EQUITY VI K-1$8,814$0
COMMONFUND VENTURE PARTNERS V K-1$1,001$0
COMMONFUND VENTURE PARTNERS VII K-1-$2,004$0
BLACKROCK-QUELLOS REAL ASSETS II-$19,479$0
SIGULER GUFF$627$0
WILLOWRIDGE/AMBERBROOK V-$1,667$0
WILLOWRIDGE/AMBERBROOK VI-$1,365$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescriptionDescriptionAmountAmount
NET IMPACT OF K-1 ITEMS REFLECTED IN FINANCIALS; INCLUDED IN P/Y 990-PF$1,386,770
UNREALIZED GAINS ON INVESTMENTS$13,029,381

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (35 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAL SERVICES - COMERICA$24,422$24,422$0$0
INVESTMENT MGR. - WESTFIELD$74,775$74,775$0$0
INVESTMENT MGR. - BARROW HANLEY$49,959$49,955$0$0
INVESTMENT MGR. - COMMONFUND$189,286$180,701$0$0
INVESTMENT MGR. - BLACKROCK/QUELLOS$105,641$105,641$0$0
INVESTMENT MGR. - WILLOWRIDGE$106,639$104,570$0$0
INVESTMENT MGR. - SIGULER GUFF$42,159$42,159$0$0
INVESTMENT MGR. - JC FLOWERS$1,798$1,798$0$0
INVESTMENT MGR. - METROPOLITIAN$22,240$22,240$0$0
INVESTMENT CONSULTANT - FUND EVALUATION GROUP$115,762$115,762$0$0
INDEPENDENT FINANCIAL - TOM LOUPEE$6,300$6,300$0$0
INDEPENDENT FINANCIAL - GARY JOHNSON$2,800$2,800$0$0
PROGRAM - SURPASS INC.$8,859$0$0$8,859
PROGRAM - BEREAN LLC$11,893$0$0$11,893
DESIGN WORK - VIA DESIGN$9,949$1,990$0$7,959
PROGRAM - SUSAN NEWHOF$5,535$0$0$5,535
PROGRAM - LINDA HELSTOWSKI$13,000$0$0$13,000
PROGRAM - WAGNER DESIGN$3,679$0$0$3,679
PROGRAM - ROBERT NEUMANN PHOTOGRAPHY$6,619$0$0$6,619
PROGRAM - DDM MARKETING$14,872$0$0$14,872
PROGRAM - CQL INC.$29,963$0$0$29,963
PROGRAM - SALLY ZARA PUBLIC RELATIONS$1,313$0$0$1,313
PROGRAM - JOHNSON CENTER FOR PHILANTHROPY$25,050$0$0$25,050
PROGRAM - NEITHERCUT PHILANTHROPY ADVISORS$500$0$0$500
CONSULTANT - LANSBERG, GERSICK & ASSOCIATES$30,325$6,065$0$24,260
CONSULTANT - WILLIAMS GROUP$1,500$300$0$1,200
CONSULTANT - NATIONAL CENTER FOR FAMILY PHIL.$2,000$400$0$1,600
CONSULTANT - JOYCE BOBOLTS$19,413$3,883$0$15,530
TEMPORARY SERVICES - EVERGREEN$5,002$1,000$0$4,002
HUMAN RESOURCES - PONDERA$19,913$3,983$0$15,930
HUMAN RESOURCES - HR COLLABORATIVE$11,640$2,328$0$9,312
HUMAN RESOURCES - HIRING SOLUTIONS$5,280$1,056$0$4,224
PAYROLL PROCESSING - FLEX CHECKS$5,505$1,101$0$4,404
PROGRAM - OTHER$49$0$0$49
OTHER$1,905$1,095$0$810

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$210,000$0$0$0
TAXES PAID ON FOREIGN INVESTMENT INCOME$43,436$43,394$0$0

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