COMMUNTIY FOUNDATION OF THE HOLLAND ZEELAND AREA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNTIY FOUNDATION OF THE HOLLAND ZEELAND AREA (EIN 38-6095283)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201423189349306257
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T13:55:47-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT SUITE 500 | AddressLine1 |
| City | AUBURN HILLS | City |
| State | MI | State |
| ZIP Code | 48326 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386095283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF THE | BusinessNameLine1 |
| Business Name Line2 | HOLLAND/ZEELAND AREA INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 6163966590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 EAST 8TH STREET SUITE 110 | AddressLine1 |
| City | HOLLAND | City |
| State | MI | State |
| ZIP Code | 49423 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GOORHOUSE | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6163966590 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA M PETERS CPA | PreparerPersonNm |
| PTIN | P00904574 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN DEN HERDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 EAST 8TH STREET SUITE 110 | AddressLine1 |
| City | HOLLAND | City |
| State | MI | State |
| ZIP Code | 49423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,590,147 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFHZ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE LASTING POSITIVE CHANGE. WE WORK TO BUILD A PERMANENT COMMUNITY ENDOWMENT THAT SUPPORTS HIGH IMPACT CHARITABLE PROJECTS. WE HELP DONORS ACHIEVE THEIR CHARITABLE GOALS, AND WE LEAD AND PARTNER IN COMMUNITY LEVEL INITIATIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 49 | TotalVolunteersCnt |
| Total Gross UBI | $443 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,524,432 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,317,914 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $383,609 | PYInvestmentIncomeAmt |
| CY Investment Income | $683,731 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$8,474 | PYOtherRevenueAmt |
| CY Other Revenue | -$13,539 | CYOtherRevenueAmt |
| PY Total Revenue | $8,899,567 | PYTotalRevenueAmt |
| CY Total Revenue | $4,988,106 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,037,907 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,893,963 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $365,139 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $433,104 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $179,397 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $939,518 | PYOtherExpensesAmt |
| CY Other Expenses | $641,399 | CYOtherExpensesAmt |
| PY Total Expenses | $5,342,564 | PYTotalExpensesAmt |
| CY Total Expenses | $4,968,466 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,557,003 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,640 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,409,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,530,189 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,040,106 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $763,170 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,369,516 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $52,767,019 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE COMMUNITY FOUNDATION OF THE HOLLAND/ZEELAND AREA IS TO CREATE LASTING POSITIVE CHANGE. WE WORK TO BUILD A PERMANENT COMMUNITY ENDOWMENT THAT SUPPORTS HIGH IMPACT CHARITABLE PROJECTS. WE HELP DONORS ACHIEVE THEIR CHARITABLE GOALS, AND WE LEAD AND PARTNER IN COMMUNITY LEVEL INITIATIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,494,760 | ExpenseAmt |
| Grant | $3,893,963 | GrantAmt |
| Desc | THE COMMUNITY FOUNDATION OF THE HOLLAND/ZEELAND AREA SEEKS TO CREATE LASTING POSITIVE CHANGE BY BUILDING A PERMANENT COMMUNITY ENDOWMENT THAT SUPPORTS HIGH IMPACT CHARITABLE PROJECTS SUCH AS PROJECT CLARITY: RESTORING THE MACATAWA WATERSHED. WE HELP DONORS ACHIEVE THEIR CHARITABLE GOALS BY CONNECTING THEM WITH THE CAUSES THEY CARE ABOUT SUCH AS THE WINDMILL ISLAND GARDENS FUTURE FUND. AND WE LEAD AND PARTNER IN COMMUNITY LEVEL INITIATIVES SUCH AS THE CRADLE TO CAREER CONTINUUM. | Desc |
| Total Program Service Expenses | $4,494,760 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL GOORHOUSE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6163966590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 EAST 8TH STREET SUITE 110 | AddressLine1 |
| City | HOLLAND | City |
| State | MI | State |
| ZIP Code | 49423 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ANN QUERY | ||||||
| PAST BOARD CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN DEN HERDER | ||||||
| BOARD CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RANDY THELEN | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUANITA BOCANEGRA | ||||||
| SECRETARY; CHAIR DISTRIBUTION | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATTHEW LEPARD | ||||||
| TRUSTEE - PARTIAL YEAR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TAIYOH AFRIK | ||||||
| TRUSTEE, YAC ADVISOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHAR AMANTE | ||||||
| TRUSTEE - PARTIAL YEAR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LORI BUSH | ||||||
| CHAIR ELECT; CHAIR INVESTMENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN DONNELLY JR | ||||||
| TRUSTEE - PARTIAL YEAR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELEANOR LOPEZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RITU MATHUR | ||||||
| TRUSTEE - PARTIAL YEAR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DEB CLARK-MILLER | ||||||
| TRUSTEE - PARTIAL YEAR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NANCY MILLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| P HAANS MULDER | ||||||
| TRUSTEE; CHAIR PRI | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE PATTERSON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH SMITH | ||||||
| TRUSTEE; CHAIR DEVELOPMENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT SPOELHOF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL G ZWIER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW COTE | ||||||
| YOUTH TRUSTEE - PARTIAL YEAR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JANET DEYOUNG | ||||||
| PRESIDENT / CEO | 50.00 | Yes (X) | Yes (X) | $82,918 | $0 | $5,298 |
| DUSTIN TRAN | ||||||
| YOUTH TRUSTEE - PARTIAL YEAR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $82,918 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,298 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $49,973 | FundraisingAmt |
| All Other Contributions | $4,267,941 | AllOtherContributionsAmt |
| Noncash Contributions | $1,626,823 | NoncashContributionsAmt |
| Total Contributions | $4,317,914 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $399,065 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $443 | UnrelatedBusinessRevenueAmt |
| Exclusion | $398,622 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $859,134 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $557,637 | SecuritiesAmt |
| Other | $16,831 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $301,497 | SecuritiesAmt |
| Other | -$16,831 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,666 | TotalRevenueColumnAmt |
| Exclusion | $284,666 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $14,034 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $49,973 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $27,573 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,539 | TotalRevenueColumnAmt |
| Exclusion | -$13,539 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,988,106 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $443 | UnrelatedBusinessRevenueAmt |
| Exclusion | $669,749 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,454,591 | TotalAmt |
| Program Services | $3,454,591 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,372 | TotalAmt |
| Program Services | $439,372 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,798 | TotalAmt |
| Program Services | $27,839 | ProgramServicesAmt |
| Management And General | $18,560 | ManagementAndGeneralAmt |
| Fundraising | $46,399 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,125 | TotalAmt |
| Program Services | $87,529 | ProgramServicesAmt |
| Management And General | $109,627 | ManagementAndGeneralAmt |
| Fundraising | $68,969 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,228 | TotalAmt |
| Program Services | $3,609 | ProgramServicesAmt |
| Management And General | $4,010 | ManagementAndGeneralAmt |
| Fundraising | $3,609 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,361 | TotalAmt |
| Program Services | $11,366 | ProgramServicesAmt |
| Management And General | $12,629 | ManagementAndGeneralAmt |
| Fundraising | $11,366 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,592 | TotalAmt |
| Program Services | $8,869 | ProgramServicesAmt |
| Management And General | $9,854 | ManagementAndGeneralAmt |
| Fundraising | $8,869 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,789 | TotalAmt |
| Management And General | $16,789 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,901 | TotalAmt |
| Program Services | $14,085 | ProgramServicesAmt |
| Management And General | $5,932 | ManagementAndGeneralAmt |
| Fundraising | $8,884 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,532 | TotalAmt |
| Program Services | $2,401 | ProgramServicesAmt |
| Management And General | $5,788 | ManagementAndGeneralAmt |
| Fundraising | $4,343 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,639 | TotalAmt |
| Program Services | $6,874 | ProgramServicesAmt |
| Management And General | $11,748 | ManagementAndGeneralAmt |
| Fundraising | $6,017 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,277 | TotalAmt |
| Program Services | $8,183 | ProgramServicesAmt |
| Management And General | $13,639 | ManagementAndGeneralAmt |
| Fundraising | $5,455 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,849 | TotalAmt |
| Program Services | $877 | ProgramServicesAmt |
| Management And General | $1,462 | ManagementAndGeneralAmt |
| Fundraising | $3,510 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,647 | TotalAmt |
| Program Services | $9,200 | ProgramServicesAmt |
| Management And General | $5,598 | ManagementAndGeneralAmt |
| Fundraising | $9,849 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,392 | TotalAmt |
| Management And General | $46,392 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,642 | TotalAmt |
| Management And General | $8,642 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND RELATED PROGRAMS | $366,264 | $366,264 | ||
| MISCELLANEOUS | $55,020 | $53,347 | $253 | $1,420 |
| FACILITY RELOCATION EXP | $9,882 | $9,882 | ||
| ANNUAL REPORT | $7,493 | $7,493 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,072 | TotalAmt |
| Program Services | $354 | ProgramServicesAmt |
| Management And General | $6,011 | ManagementAndGeneralAmt |
| Fundraising | $707 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,968,466 | TotalAmt |
| Program Services | $4,494,760 | ProgramServicesAmt |
| Management And General | $294,309 | ManagementAndGeneralAmt |
| Fundraising | $179,397 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,506,515 | BOYAmt |
| EOY | $2,540,897 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,618,229 | BOYAmt |
| EOY | $870,589 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,422 | BOYAmt |
| EOY | $425,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,057,158 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,808 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,529 | BOYAmt |
| EOY | $1,003,350 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,433,066 | BOYAmt |
| EOY | $21,269,983 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,296,361 | BOYAmt |
| EOY | $27,128,232 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,417 | BOYAmt |
| EOY | $283,168 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,983 | BOYAmt |
| EOY | $8,666 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,409,622 | BOYAmt |
| EOY | $53,530,189 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,522 | BOYAmt |
| EOY | $3,350 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $913,030 | BOYAmt |
| EOY | $671,451 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,554 | BOYAmt |
| EOY | $88,369 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,106 | BOYAmt |
| EOY | $763,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,134,884 | BOYAmt |
| EOY | $51,028,111 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,234,632 | BOYAmt |
| EOY | $1,738,908 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,369,516 | BOYAmt |
| EOY | $52,767,019 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,409,622 | BOYAmt |
| EOY | $53,530,189 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,640 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,408,837 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$30,974 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,854,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,907,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,377,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,524,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,317,914 | CurrentTaxYearAmt |
| Total | $24,981,117 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,854,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,907,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,377,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,524,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,317,914 | CurrentTaxYearAmt |
| Total | $24,981,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,378,859 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,602,258 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $779,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $480,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $415,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $399,065 | CurrentTaxYearAmt |
| Total | $2,137,952 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,034 | CurrentTaxYearAmt |
| Total | $116,817 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,235,886 | TotalSupportAmt |
| Public Support CY170 | 0.75640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 94 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 381 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,248,387 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $2,905,500 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,316,641 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,363,803 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $11,087,029 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $37,118,105 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,690,486 | BeginningYearBalanceAmt |
| Contributions | $582,306 | ContributionsAmt |
| Investment Earnings Or Losses | $564,259 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $480,588 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,356,463 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,938,665 | BeginningYearBalanceAmt |
| Contributions | $640,613 | ContributionsAmt |
| Investment Earnings Or Losses | $507,706 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $376,498 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $20,000 | AdministrativeExpensesAmt |
| End Year Balance | $5,690,486 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,854,575 | BeginningYearBalanceAmt |
| Contributions | $451,248 | ContributionsAmt |
| Investment Earnings Or Losses | -$171,082 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $229,085 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$33,009 | AdministrativeExpensesAmt |
| End Year Balance | $4,938,665 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,541,127 | BeginningYearBalanceAmt |
| Contributions | $170,349 | ContributionsAmt |
| Investment Earnings Or Losses | $307,999 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $164,900 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,854,575 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,908,713 | BeginningYearBalanceAmt |
| Contributions | $186,457 | ContributionsAmt |
| Investment Earnings Or Losses | $714,046 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $231,068 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $37,021 | AdministrativeExpensesAmt |
| End Year Balance | $4,541,127 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $791,913 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,649 | DepreciationAmt |
| Book Value | $776,264 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $265,245 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,159 | DepreciationAmt |
| Book Value | $227,086 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,003,350 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $25,745,513 | F |
| PRIVATE EQUITY REAL ESTATE | $313,678 | F |
| GLOBAL REITS | $1,069,041 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,128,232 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $88,369 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $88,369 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,675,291 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,408,837 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$30,974 | OtherRevenueAmt |
| Revenue Not Reported | $5,377,863 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,297,428 | RevenueSubtotalAmt |
| Other Revenues Not Included | $690,678 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $690,678 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,988,106 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,746,208 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $44,404 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $44,404 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,701,804 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $266,662 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $266,662 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,968,466 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENTS HELD BY THE FOUNDATION ARE REPORTED IN ACCORDANCE WITH FASB ASC 958 AND ARE CONSISTENT WITH THE AUDITED FINANCIAL STATEMENTS. ALL ENDOWMENTS REPORTED ARE BOARD-DESIGNATED, OR QUASI-ENDOWMENTS, AS DEFINED WITHIN THE IRS FORM INSTRUCTIONS. THE AMOUNTS REPORTED IN PART V INCLUDE ALL FUNDS OVER WHICH THE FOUNDATION ITSELF IMPOSES RESTRICTIONS ON THEIR USE. ON PRIOR YEARS' FORM 990S, THE AMOUNT REPORTED AS ENDOWMENTS REFLECTED A MAJORITY OF THE UNRESTRICTED NET ASSETS OF THE ORGANIZATION. IN 2011, THE NET ASSET CLASSIFICATIONS WERE REVISED TO ONLY INCLUDE QUASI ENDOWMENT UNRESTRICTED FUNDS DESIGNATED AS SUCH BY THE BOARD OF TRUSTEES. WITH THE INTENT OF CONSISTENCY AND PROPER REPORTING, THE FOUNDATION HAS RESTATED ALL PRIOR YEARS OF ENDOWMENT INFORMATION IN SCHEDULE D, PART V. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FOUNDATION IS A PUBLIC CHARITY AND OPERATES AS A 501(C)(3), AS DESCRIBED IN SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. CONSEQUENTLY, THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AND CERTAIN EXCISE TAXES IMPOSED ON PRIVATE FOUNDATIONS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO DECEMBER 31, 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -30,974. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AGENCY REVENUE 735,082. SPECIAL EVENT EXPENSES -27,573. LOSS ON DISPOSITION OF ASSETS -16,831. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 27,573. LOSS ON DISPOSITION OF ASSETS 16,831. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AGENCY EXPENSES 266,662. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $13,766,309 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $13,766,309 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $13,766,309 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FALL EVENT CELEBRATION | NameOfEvent1Amt |
| Gross Receipts Event1 | $59,063 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $49,973 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,090 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,271 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,632 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $8,993 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | LUNCHEON | NameOfEvent2Amt |
| Gross Receipts Event2 | $4,944 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $4,944 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $430 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $5,248 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $64,007 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $49,973 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $14,034 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,701 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,632 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,241 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,574 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$13,540 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (76 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 3SIXTY | ||||||||
| PO BOX 2151 | HOLLAND | MI | 49422 | 260672610 | 501(C)(3) | $17,500 | $0 | THE INTERN HOUSE/TOOL LENDING LIBRARY |
| 70 X 7 LIFE RECOVERY | ||||||||
| 97 WEST 22ND STREET | HOLLAND | MI | 49423 | 208857935 | 501(C)(3) | $7,600 | $0 | PARENTS AND KIDS FOR A BETTER TOMORROW |
| ARC PROJECT INC | ||||||||
| 3740 TOWNLINE CT | ZEELAND | MI | 49464 | 270205940 | 501(C)(3) | $5,570 | $0 | THE ARC PROJECT - EQUIPMENT FOR SURF CAMPS AND WATER SAFETY EDUCATION |
| ARTPRIZE | ||||||||
| 41 SHELDON BLVD SE | GRAND RAPIDS | MI | 49503 | 264571560 | 501(C)(3) | $5,000 | $0 | PATRON SPONSORSHIP |
| BOYS & GIRLS CLUB OF GREATER HOLLAND | ||||||||
| 435 VAN RAALTE AVE | HOLLAND | MI | 49423 | 382756671 | 501(C)(3) | $30,403 | $0 | UNRESTRICTED SUPPORT; SMART SKILLS TRAINING; NORTHSIDE PROGRAMS; |
| CALVARY CHRISTIAN REFORMED CHURCH OF HOLLAND | ||||||||
| 400 BEELINE ROAD | HOLLAND | MI | 49424 | 382051351 | 501(C)(3) | $15,000 | $0 | MISSION HAITI |
| CALVARY REFORMED CHURCH | ||||||||
| 995 EAST 8TH STREET | HOLLAND | MI | 49423 | 386093997 | 501(C)(3) | $5,000 | $0 | BLACKTOP REC BUS |
| CENTER FOR MICHIGAN THE | ||||||||
| 4100 N DIXBORO RD | ANN ARBOR | MI | 48105 | 320167398 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT |
| CENTER FOR WOMEN IN TRANSITION | ||||||||
| 411 BUTTERNUT | HOLLAND | MI | 49424 | 382181204 | 501(C)(3) | $34,525 | $0 | DOMESTIC VIOLENCE EMERGENCY SHELTER; WEB REDESIGN PROJECT |
| CENTRAL AVENUE CHRISTIAN REFORMED CHURCH | ||||||||
| 259 CENTRAL AVENUE | HOLLAND | MI | 49423 | 381387126 | 501(C)(3) | $6,500 | $0 | MFFM BUILDING FUND |
| CHILDREN'S ADVOCACY CENTER | ||||||||
| 12125 UNION STREET | HOLLAND | MI | 49424 | 383445089 | 501(C)(3) | $9,609 | $0 | PROGRAM SUPPORT AND FORENSIC MEDICAL EXAMS |
| CITY OF HOLLAND | ||||||||
| 270 S RIVER AVENUE | HOLLAND | MI | 49423 | 386004622 | GOV'T. | $86,900 | $0 | SUSTAINABILITY INSTITUTE; WINDMILL ISLAND; LEADERSHIP AS A LIFESTYLE |
| CITY OF SAUGATUCK | ||||||||
| PO BOX 86 | SAUGATUCK | MI | 49453 | 386007203 | GOV'T. | $12,500 | $0 | SAUGATUCK DUNES NATURAL AREA |
| CITY OF ZEELAND | ||||||||
| 21 SOUTH ELM STREET | ZEELAND | MI | 49464 | 386004744 | GOV'T. | $30,000 | $0 | DOWNTOWN ZEELAND SPLASH PAD PARK |
| CITY ON A HILL MINISTRIES | ||||||||
| 100 PINE STREET | ZEELAND | MI | 49464 | 203901260 | 501(C)(3) | $13,700 | $0 | CONTINUED CARE CLINIC FOR THE UNINSURED |
| COMMUNITY ACTION HOUSE | ||||||||
| 345 WEST 14TH STREET | HOLLAND | MI | 49423 | 237120670 | 501(C)(3) | $35,420 | $0 | TWIN CITIES RISE TRAINING; FACILITY REPAIR |
| COUNCIL OF MICHIGAN FOUNDATIONS | ||||||||
| ONE S HARBOR DR STE 3 | GRAND HAVEN | MI | 49417 | 386263347 | 501(C)(3) | $7,300 | $0 | PHILANTHROPY SUPPORT THROUGH MEMBERSHIP |
| CULTUREWORKS INSTITUTE FOR CREATIVE ARTS | ||||||||
| 710 CHICAGO DR | HOLLAND | MI | 49423 | 273165045 | 501(C)(3) | $5,401 | $0 | COLLEGE VISITS AND PROGRAM SUPPORT |
| CULVER EDUCATIONAL FOUNDATION | ||||||||
| 1300 ACADEMY ROAD 153 | CULVER | IN | 465119980 | 350868071 | 501(C)(3) | $62,000 | $0 | HABITAT BUILDING BRIDGES PROGRAM, ANNUAL FUND AND CULVER MEXICO SCHOLARSHIP FUND SUPPORT |
| DEGRAAF NATURE CENTER | ||||||||
| 600 GRAAFSCHAP RD | HOLLAND | MI | 49423 | 386004622 | GOV'T. | $22,910 | $0 | NATURE TOURS |
| DESTINATION EDUCATION | ||||||||
| 96 W 15TH ST STE 106 | HOLLAND | MI | 49423 | 364758487 | 501(C)(3) | $140,782 | $0 | PROGRAM AND START-UP SUPPORT |
| DISABILITY NETWORK-LAKESHORE | ||||||||
| 426 CENTURY LANE | HOLLAND | MI | 49423 | 383038466 | 501(C)(3) | $8,600 | $0 | ACCESS RAMPS - HOLLAND/ZEELAND |
| ESCAPE YFGK | ||||||||
| 202 EAST 32ND STREET | HOLLAND | MI | 49423 | 453015164 | 501(C)(3) | $10,000 | $0 | EXPANSION OF ALTERNATIVE SUSPENSION ACCOUNTABILITY PROGRAM |
| EVERGREEN COMMONS SENIOR CENTER | ||||||||
| 480 STATE STREET | HOLLAND | MI | 49423 | 382526940 | 501(C)(3) | $47,400 | $0 | IN HOME CARE, DAY CENTER, MOVE WELL DIABETES PROGRAM AND GENERAL SUPPORT |
| FEEDING AMERICA WEST MICHIGAN FOOD BANK | ||||||||
| 864 W RIVER CENTER DR NE | COMSTOCK PARK | MI | 493218955 | 382439659 | 501(C)(3) | $13,000 | $0 | VEHICLE RENEWAL CAPITAL CAMPAIGN |
| FIRST REFORMED CHURCH | ||||||||
| 148 E CENTRAL AVE | ZEELAND | MI | 494641718 | 381505635 | 501(C)(3) | $40,500 | $0 | UNRESTRICTED SUPPORT |
| FRIENDS OF CASA OTTAWA COUNTY | ||||||||
| 100 PINE ST STE 293 | ZEELAND | MI | 49464 | 270849895 | 501(C)(3) | $8,000 | $0 | LULLABY FUND |
| GOOD SAMARITAN MINISTRIES | ||||||||
| 513 EAST 8TH STREET SUITE 25 | HOLLAND | MI | 49423 | 381887347 | 501(C)(3) | $58,262 | $0 | NEIGHBORHOOD CONNECTIONS: CIRCLES; NUESTRA CASA; AMERICORPS MEMBER MATCH; HOUSING ASSESSMENT SERVICES; |
| GRAND ACTION FOUNDATION | ||||||||
| 120 LYONS STREET NW | GRAND RAPIDS | MI | 49503 | 383147133 | 501(C)(3) | $20,000 | $0 | DOWNTOWN MARKET PROJECT |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| PO BOX 1945 | GRAND RAPIDS | MI | 495011945 | 381684280 | 501(C)(3) | $48,250 | $0 | NONPROFIT BOARD TRAINING; TECHNICAL ASSISTANCE PROGRAM; AWRI CAMPAIGN; ANNUAL FUND SUPPORT |
| GREATER OTTAWA COUNTY UNITED WAY | ||||||||
| PO BOX 1349 | HOLLAND | MI | 49422 | 383522782 | 501(C)(3) | $8,200 | $0 | 2013 SPENDING POLICY DISTRIBUTION |
| HOLLAND AREA ARTS COUNCIL | ||||||||
| 150 EAST 8TH STREET | HOLLAND | MI | 49423 | 382420156 | 501(C)(3) | $5,900 | $0 | PROGRAM SUPPORT |
| HOLLAND CHAMBER OF COMMERCE FOUNDATION | ||||||||
| 272 E 8TH STREET | HOLLAND | MI | 49423 | 382476780 | 501(C)(3) | $11,000 | $0 | AGENCY DISTRIBUTION AND MINORITY BUSINESS AWARDS |
| HOLLAND CHORALE | ||||||||
| PO BOX 1513 | HOLLAND | MI | 494221513 | 382188467 | 501(C)(3) | $6,687 | $0 | ANNUAL SUPPORT |
| HOLLAND COMMUNITY HEALTH CENTER | ||||||||
| 336 S RIVER AVE | HOLLAND | MI | 49423 | 200602574 | 501(C)(3) | $5,000 | $0 | HEALTH CENTER ARTWORK |
| HOLLAND DEACON'S CONFERENCE | ||||||||
| 272 E 26TH ST | HOLLAND | MI | 49423 | 382309172 | 501(C)(3) | $30,000 | $0 | UNRESTRICTED SUPPORT |
| HOLLAND HISTORICAL TRUST | ||||||||
| 31 W 10TH ST | HOLLAND | MI | 49423 | 381692502 | 501(C)(3) | $79,025 | $0 | HOLLAND MUSEUM SUPPORT AND DIRECTOR SEARCH SUPPORT |
| HOLLAND HOSPITAL FOUNDATION | ||||||||
| 602 MICHIGAN AVE | HOLLAND | MI | 49423 | 382800065 | 501(C)(3) | $6,500 | $0 | SCHOOL NURSE PROGRAM AND COMMUNITY HEALTH CENTER SUPPORT |
| HOLLAND PUBLIC SCHOOLS | ||||||||
| 156 W 11TH ST | HOLLAND | MI | 49423 | 386003257 | 501(C)(3) | $17,000 | $0 | YOUTH LEADERSHIP SCHOLARSHIP AND NEW TECH CENTER SUPPORT |
| HOLLAND PUBLIC SCHOOLS PTO EDUCATIONAL TRUST | ||||||||
| 282 W 30TH STREET | HOLLAND | MI | 49423 | 200154989 | 501(C)(3) | $7,882 | $0 | 2013 SPENDING POLICY DISTRIBUTION |
| HOLLAND RESCUE MISSION | ||||||||
| 356 FAIRBANKS AVE | HOLLAND | MI | 49423 | 381734763 | 501(C)(3) | $39,800 | $0 | BED BUG STERILIZATION EQUIPMENT AND PROGRAM SUPPORT |
| HOLLAND SYMPHONY ORCHESTRA | ||||||||
| PO BOX 2685 | HOLLAND | MI | 494222685 | 382953082 | 501(C)(3) | $6,500 | $0 | PROGRAM SUPPORT |
| HOMECOR | ||||||||
| 151 CENTRAL AVENUE STE 280 | HOLLAND | MI | 49423 | 383281993 | 501(C)(3) | $7,000 | $0 | PROGRAM SUPPORT |
| HOPE COLLEGE | ||||||||
| PO BOX 9000 | HOLLAND | MI | 494229000 | 381381271 | 501(C)(3) | $103,700 | $0 | CONCERT HALL CAPITAL CAMPAIGN; HOPE FUND; KRUIZENGA ART MUSEUM; PROGRAM SUPPORT |
| HOPE SUMMER REPERTORY THEATRE | ||||||||
| PO BOX 9000 | HOLLAND | MI | 494229000 | 381381271 | 501(C)(3) | $5,000 | $0 | CENTER STAGE CIRCLE |
| HOSPICE OF HOLLAND | ||||||||
| 270 HOOVER BLVD | HOLLAND | MI | 49423 | 382355709 | 501(C)(3) | $54,050 | $0 | PROGRAM SUPPORT; VANDERLEEK REGATTA AND TULIP TREE FUND |
| KIDS HOPE USA | ||||||||
| 100 S PINE STREET STE 280 | ZEELAND | MI | 49464 | 383624308 | 501(C)(3) | $7,500 | $0 | CHARACTER CURRICULUM AND PROGRAM SUPPORT |
| LAKESHORE ADVANTAGE | ||||||||
| 201 WEST WASHINGTON STE 410 | ZEELAND | MI | 49464 | 061708014 | 501(C)(6) | $40,000 | $0 | JOB CREATION PROGRAMMING PER EXPENDITURE RESPONSIBILITY AGREEMENT |
| LAKESHORE ETHNIC DIVERSITY ALLIANCE | ||||||||
| PO BOX 2945 | HOLLAND | MI | 494222945 | 383360686 | 501(C)(3) | $15,000 | $0 | ANNUAL SUPPORT |
| LATIN AMERICANS UNITED FOR PROGRESS | ||||||||
| 96 W 15TH STREET STE 101 | HOLLAND | MI | 49423 | 382099880 | 501(C)(3) | $10,000 | $0 | ANNUAL SUPPORT |
| LIFE SERVICES SYSTEM OF OTTAWA COUNTY INC | ||||||||
| 11172 ADAMS ST | HOLLAND | MI | 49423 | 382854059 | 501(C)(3) | $8,750 | $0 | ROTARY'S LEADERS FOR THE 21ST CENTURY; PARENTS ARE PRICELESS |
| MACATAWA BAY JUNIOR ASSOCIATION | ||||||||
| 2018 WENDY WAY | HOLLAND | MI | 49424 | 382460525 | 501(C)(3) | $30,750 | $0 | SPENDING POLICY DISTRIBUTION; PROGRAM SUPPORT |
| MACATAWA RESOURCE CENTER | ||||||||
| 665 136TH AVENUE STE 70 | HOLLAND | MI | 49424 | 383543193 | 501(C)(3) | $16,630 | $0 | TEACHING KITCHEN AND PROGRAM SUPPORT |
| MAKE-A-WISH FOUNDATION OF MICHIGAN | ||||||||
| 2300 GENOA BUSINESS PARK DR | BRIGHTON | MI | 481147369 | 382505812 | 501(C)(3) | $11,000 | $0 | WISH BALL 2013 AND PROGRAM SUPPORT |
| MAPLE AVENUE MINISTRIES | ||||||||
| 427 MAPLE AVENUE | HOLLAND | MI | 49423 | 383324110 | 501(C)(3) | $8,000 | $0 | NIA: PURPOSE PROGRAM |
| MICHIGAN STATE UNIVERSITY - ADVANCEMENT | ||||||||
| 196 CRESCENT RD | EAST LANSING | MI | 48824 | 386005984 | 501(C)(3) | $201,652 | $0 | TO SUPPORT DIRECTOR OF R&D - MSU BIOECONOMY INSTITUTE HOLLAND, MI |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 678 FRONT AVE NW STE 265 | GRAND RAPIDS | MI | 49504 | 131665552 | 501(C)(3) | $6,400 | $0 | MDA SUMMER CAMP 2014 |
| MUSKEGON MUSEUM OF ART | ||||||||
| 296 WEST WEBSTER AVENUE | MUSKEGON | MI | 49440 | 383402560 | 501(C)(3) | $11,000 | $0 | INSPIRE CAMPAIGN AND ANNUAL SUPPORT |
| OAR INC | ||||||||
| 483 CENTURY LANE | HOLLAND | MI | 494221875 | 381984739 | 501(C)(3) | $22,350 | $0 | COMMUNITY, FAMILY AND RECOVERY SUPPORT SERVICES |
| OTTAWA COUNTY HEALTH DEPARTMENT | ||||||||
| 12251 JAMES STREET | HOLLAND | MI | 49424 | 386004883 | GOV'T. | $7,000 | $0 | DOUBLE UP FOOD BUCKS AND MILES OF SMILES INITIATIVE |
| OUTDOOR DISCOVERY CENTER | ||||||||
| 4214 56TH STREET | HOLLAND | MI | 49423 | 382461102 | 501(C)(3) | $142,468 | $0 | LITTLE HAWKS DISCOVERY PRESCHOOL; PROJECT CLARITY; NATURE PLAY AREA |
| PATHWAYS MI | ||||||||
| 412 CENTURY LANE | HOLLAND | MI | 49423 | 382118103 | 501(C)(3) | $13,400 | $0 | 2013-2014 OTTAWA COUNTY YOUTH ASSESSMENT SURVEY; WORKFORCE DEVELOPMENT FOR CHILDCARE PROVIDERS; PROGRAM SUPPORT |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1730 M STREET NW | WASHINGTON | DC | 20036 | 132943020 | 501(C)(3) | $7,500 | $0 | RESTORING A CULTURE OF FREEDOM |
| QUINCY ELEMENTARY SCHOOL | ||||||||
| 10155 QUINCY STREET | ZEELAND | MI | 49464 | 386003307 | 501(C)(3) | $8,500 | $0 | QUINCY NATURE INTERPRETIVE TRAIL |
| READY FOR SCHOOL | ||||||||
| 70 W 8TH STREET STE 100 | HOLLAND | MI | 49423 | 274898652 | 501(C)(3) | $744,576 | $0 | PROGRAM SUPPORT |
| SALVATION ARMY | ||||||||
| 104 CLOVER AVENUE | HOLLAND | MI | 49423 | 222406433 | 501(C)(3) | $5,250 | $0 | FOOD BANK AND PROGRAM SUPPORT |
| SECOND REFORMED CHURCH | ||||||||
| 225 EAST CENTRAL AVENUE | ZEELAND | MI | 49464 | 381507304 | 501(C)(3) | $43,050 | $0 | UNRESTRICTED SUPPORT; ACCESS POINT AND ELM STREET HOUSE |
| TAKING ROOT MINISTRIES | ||||||||
| 3296 38TH STREET | HAMILTON | MI | 49419 | 461147265 | 501(C)(3) | $11,000 | $0 | CONSTRUCTION SITE CAPACITY EXPANSION |
| TEMPLE EMANUEL | ||||||||
| 1715 FULTON ST E | GRAND RAPIDS | MI | 49503 | 381710040 | 501(C)(3) | $24,000 | $0 | RESTORATION OF SANCTUARY MURAL |
| TULIP TIME FESTIVAL | ||||||||
| 74 W 8TH STREET | HOLLAND | MI | 49423 | 381266660 | 501(C)(3) | $5,000 | $0 | ANNUAL SUPPORT |
| TULIPANES LATINO ART & FILM FESTIVAL INC | ||||||||
| 657 E8TH STREET | HOLLAND | MI | 49423 | 383590223 | 501(C)(3) | $5,000 | $0 | LATINO ART & FILM FESTIVAL |
| WEST MICHIGAN TRAILSGREENWAYS COALITION | ||||||||
| PO BOX 325 | COMSTOCK PARK | MI | 49321 | 202362857 | 501(C)(3) | $20,000 | $0 | CONNECTING COMMUNITIES THROUGH TRAILS |
| WEST MICHIGAN YOUTH FOR CHRIST | ||||||||
| 1345 MONROE AVENUE | GRAND RAPIDS | MI | 49505 | 381943656 | 501(C)(3) | $5,000 | $0 | UNRESTRICTED SUPPORT |
| ZEELAND CHRISTIAN SCHOOL | ||||||||
| 334 W CENTRAL AVE | ZEELAND | MI | 49464 | 381566660 | 501(C)(3) | $32,600 | $0 | 2013 SPENDING POLICY DISTRIBUTION |
| ZEELAND PUBLIC SCHOOL | ||||||||
| 175 W ROOSEVELT AVE | ZEELAND | MI | 494641127 | 386003307 | GOV'T. | $52,221 | $0 | ADVANCING SPEECH THERAPY THROUGH TECHNOLOGY; ZEE BUSS; IBOOKS PROJECT AND PROGRAM SUPPORT |
| ZEELAND RECREATION | ||||||||
| 320 EAST MAIN | ZEELAND | MI | 49464 | 386003307 | GOV'T. | $5,976 | $0 | ZEELAND LITTLE LEAGUE PARK SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 75 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR STUDENTS ATTENDING POST-SECONDARY EDUCATIONAL INSTITUTIONS | GrantTypeTxt |
| Recipient | 195 | RecipientCnt |
| Cash Grant | $439,372 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS OF THE FOUNDATION ARE DISTRIBUTED, AT A MINIMUM, WITH A TRANSMITTAL LETTER THAT ITEMIZES THE PURPOSE OF THE GRANT, CONFIRMS THE CHARITABLE NATURE OF THE GRANT AND ACKNOWLEDGES THE FUND(S) FROM WHICH THE GRANT IS MADE. COMPETITIVE GRANTS REQUIRE A SIGNED GRANT ACCEPTANCE AGREEMENT THAT OUTLINES THE PURPOSE OF THE GRANT AND INSTRUCTS THE GRANTEE TO USE THE FUNDS FOR THE PURPOSE OUTLINED IN THEIR APPLICATION. IT REQUIRES THAT ANY CHANGES IN THE USE OF FUNDS MUST FIRST BE APPROVED BY THE FOUNDATION. A FINAL NARRATIVE AND FINANCIAL REPORT ON THE USE OF FUNDS IS REQUIRED AT THE END OF THE PROGRAM PERIOD. THAT REPORT IS REVIEWED BY THE DIRECTOR OF GRANTMAKING TO VERIFY THE FUNDS WERE USED FOR THEIR INTENDED PURPOSE. ANY FUNDS NOT USED FOR THE STATED PURPOSE ARE REQUIRED TO BE RETURNED. SCHOLARSHIP AWARDS ARE ISSUED DIRECTLY TO THE EDUCATIONAL INSTITUTION FOR CREDIT TO THE STUDENT'S ACCOUNT. ANY DOLLARS NOT USED FOR THE STUDENT'S EDUCATIONAL PURPOSES ARE REQUIRED TO BE RETURNED BY THE SCHOOL | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,000 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,144,754 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,960 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | IN-KIND DONAT | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $212,504 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | STOCK BROKERS ASSISTED WITH THE SALE OF PUBLICLY TRADED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RANDY THELEN AND ANN QUERY HAVE A BUSINESS RELATIONSHIP. NANCY MILLER AND SUE DEN HERDER HAVE A FAMILY RELATIONSHIP. THE BOARD HAS REVIEWED THE RELATIONSHIPS DESCRIBED ABOVE AND HAS DETERMINED THAT ALL VOTING MEMBERS STILL QUALIFY AS BEING INDEPENDENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | DONORS WHO CONTRIBUTE $50 OR MORE ARE CONSIDERED TO BE "MEMBERS" AND ARE INVITED TO VOTE IN THE ELECTION OF THE GOVERNING BOARD AT THE ANNUAL MEETING HELD IN THE SPRING OF EACH YEAR. OTHERWISE, SUCH "MEMBERS" HAVE NO GOVERNING AUTHORITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | DONORS WHO CONTRIBUTE $50 OR MORE ARE CONSIDERED TO BE "MEMBERS" AND ARE INVITED TO VOTE IN THE ELECTION OF THE GOVERNING BOARD AT THE ANNUAL MEETING HELD IN THE SPRING OF EACH YEAR. OTHERWISE, SUCH "MEMBERS" HAVE NO GOVERNING AUTHORITY. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF FORM 990 WITH SUPPORTING SCHEDULES WAS PERSONALLY PRESENTED BY THE AUDITORS TO THE AUDIT COMMITTEE FOR THEIR EDITS AND QUESTIONS. ON BEHALF OF THE AUDIT COMMITTEE, THE PRESIDENT E-MAILED TO THE FULL BOARD (ALL OFFICERS AND TRUSTEES/DIRECTORS) A FINAL DRAFT OF THE 990 AND SUPPORTING SCHEDULES, ALLOWING TIME FOR THEIR REVIEW, COMMENTS AND/OR QUESTIONS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COMMUNITY FOUNDATION STRIVES TO MAINTAIN THE HIGHEST ETHICAL STANDARDS IN ALL POLICIES, PROCEDURES AND PROGRAMS AND TO AVOID ANY CONFLICTS OF INTEREST. EACH TRUSTEE, OFFICER, MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS AND EMPLOYEES, ANNUALLY SIGNS A STATEMENT, WHICH AFFIRMS THAT SUCH PERSON 1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, 2) HAS READ AND UNDERSTANDS THE POLICY, 3) HAS AGREED TO COMPLY WITH THE POLICY, AND 4) UNDERSTANDS THAT THE FOUNDATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES IN CONNECTION WITH ANY DIRECT OR INDIRECT FINANCIAL INTEREST OR DUALITY OF INTEREST. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS/HER FINANCIAL INTEREST OR AFFILIATION AND ALL MATERIAL FACTS TO THE TRUSTEES AND MEMBERS OF COMMITTEE WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE MAY BE REQUESTED TO LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | PURPOSE OVER AND ABOVE ANY LEGAL REQUIREMENT OR PUBLIC SCRUTINY, AS GOOD STEWARDS OF PHILANTHROPIC RESOURCES, THE FOUNDATION GOES THE EXTRA MILE TO BE CERTAIN THAT LEVELS OF COMPENSATION ARE REASONABLE. REASONABLE IS GENERALLY DEFINED AS WHAT SIMILAR PERSONS IN SIMILAR POSITIONS WITH SIMILAR DUTIES AT SIMILAR ORGANIZATIONS ARE PAID. PROCESS 1) EACH NOVEMBER, THE PRESIDENT/CEO WILL WRITE A SELF-ASSESSMENT OF HIS/HER ACHIEVEMENTS BASED ON THE PERFORMANCE GOALS SET FOR THE YEAR. THE ASSESSMENT SHOULD INCLUDE OBJECTIVES SET FOR THE PAST YEAR, ACCOMPLISHMENTS TOWARDS OBJECTIVES, DISCUSSION OR EXPLANATIONS OF UNMET OBJECTIVES, AND OTHER ITEMS NEEDED TO BE DISCUSSED. 2) THE CHAIR OF THE BOARD SENDS A MEMO BY EARLY DECEMBER TO ALL TRUSTEES ALONG WITH AN EVALUATION FORM AND A COPY OF THE SELF-ASSESSMENT. 3) TRUSTEES ARE ASKED TO COMPLETE AN EVALUATION FORM AND RETURN IT DIRECTLY TO THE BOARD CHAIR ALONG WITH ANY COMMENTS OR RESPONSES ABOUT THE PRESIDENT'S PERFORMANCE OR SELF-ASSESSMENT BY MID-DECEMBER. 4) THE BOARD CHAIR COLLECTS AND CONDENSES THE EVALUATION INTO A SUMMARY FORM AND INCLUDES COMMENTS PROVIDED BY TRUSTEES. 5) THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE (I.E. DISINTERESTED GOVERNING BOARD) AND WILL CONVENE, REVIEW THE PERFORMANCE SUMMARY AND AGREE ON POINTS TO COVER DURING THE REVIEW. 6) EXECUTIVE COMMITTEE OBTAINS AND REFERENCES APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS SALARY DETERMINATION. RELEVANT DATA INCLUDES, BUT IS NOT LIMITED TO CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT SOURCES. FOR EXAMPLE, THE COUNCIL ON FOUNDATION'S GRANT MAKER'S SALARIED BENEFIT REPORTS (PUBLISHED ANNUALLY), CHARITABLE FORM 990'S ON GUIDESTAR, AND NONPROFIT SALARY SURVEYS. THE COMMITTEE REVIEWS COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS AND THEN RECOMMENDS SALARY ADJUSTMENTS OR BONUS PAYMENTS. 7) DOCUMENTATION MEETING MINUTES INCLUDE COMMITTEE MEMBERS IN ATTENDANCE AND THOSE THAT VOTED ON IT, BASIC TERMS OF THE CONTRACT AND THE DATE IT WAS APPROVED, THE COMPARABILITY DATA OBTAINED AND RELIED UPON AND HOW THE DATA WAS OBTAINED, AND ANY ACTIONS TAKEN WITH RESPECT TO CONSIDERATION OF THE TRANSACTION BY ANYONE WHO MAY HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION ON THE COMPENSATION. ALTHOUGH THE PROCESS DESCRIBED IS STILL ACCURATE AND WAS FORMALLY CONDUCTED IN DECEMBER 2012, DUE TO THE IMPENDING RETIREMENT OF THE PRESIDENT/CEO IN EARLY 2014 THIS FORMAL REVIEW PROCESS WAS NOT COMPLETED AT YEAR-END 2013. MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED. THERE ARE NO OTHER EMPLOYEES MEETING THE DEFINITION OF A KEY EMPLOYEE. A FORMAL REVIEW OF ALL EMPLOYEES IS CONDUCTED BY THE PRESIDENT/CEO ANNUALLY. EMPLOYEES SUBMIT ORGANIZATIONAL GOALS WITHIN THEIR AREA OF RESPONSIBILITY AND PROGRESS TOWARDS THOSE GOALS IN EACH OF THE AREAS IS DISCUSSED. AT YEAR-END EMPLOYEES CONDUCT A SELF-REVIEW IN THE AREAS OF JOB KNOWLEDGE, PROFESSIONALISM, EFFICIENCY AND ACCURACY, TEAMWORK AND INITIATIVE. THEN THE PRESIDENT/CEO MEETS WITH EMPLOYEES TO DISCUSS AREAS OF STRENGTH, WEAKNESS OR SUGGESTIONS FOR IMPROVEMENT. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS 2013. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, SUCH AS FORM 1023, ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY AND RECORDS RETENTION POLICY, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AUDITED FINANCIAL STATEMENTS, FORM 990 (AND FORM 990-T, IF REQUIRED) ARE AVAILABLE ON THE FOUNDATION'S WEBSITE, ON GUIDESTAR AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -30,974. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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