2014-11-14T13:55:47-06:00 2013-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT SUITE 500 AUBURN HILLS MI 48326 990 2013-01-01 386095283 THE COMMUNITY FOUNDATION OF THE HOLLAND/ZEELAND AREA INC COMM 6163966590 85 EAST 8TH STREET SUITE 110 HOLLAND MI 49423 MICHAEL GOORHOUSE PRESIDENT/CEO 6163966590 2014-11-14 1 TINA M PETERS CPA P00904574 2483757100 2013 2015-11-30 17:44:51Z SUSAN DEN HERDER 85 EAST 8TH STREET SUITE 110 HOLLAND MI 49423 5590147 0 X WWW.CFHZ.ORG X 1951 MI 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. 13 13 7 49 443 0 8524432 4317914 0 0 383609 683731 -8474 -13539 8899567 4988106 4037907 3893963 0 0 365139 433104 0 0 179397 939518 641399 5342564 4968466 3557003 19640 48409622 53530189 1040106 763170 47369516 52767019 X 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. 0 0 4494760 3893963 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. 4494760 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 1 7 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 13 13 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X MICHAEL GOORHOUSE 6163966590 85 EAST 8TH STREET SUITE 110 HOLLAND MI 49423 ANN QUERY PAST BOARD CHAIR 6.00 X X 0 0 0 SUSAN DEN HERDER BOARD CHAIR 6.00 X X 0 0 0 RANDY THELEN TREASURER 2.00 X X 0 0 0 JUANITA BOCANEGRA SECRETARY; CHAIR DISTRIBUTION 2.00 X X 0 0 0 MATTHEW LEPARD TRUSTEE - PARTIAL YEAR 0.50 X 0 0 0 TAIYOH AFRIK TRUSTEE, YAC ADVISOR 0.50 X 0 0 0 CHAR AMANTE TRUSTEE - PARTIAL YEAR 0.50 X 0 0 0 LORI BUSH CHAIR ELECT; CHAIR INVESTMENT 2.00 X X 0 0 0 JOHN DONNELLY JR TRUSTEE - PARTIAL YEAR 0.50 X 0 0 0 ELEANOR LOPEZ TRUSTEE 1.00 X 0 0 0 RITU MATHUR TRUSTEE - PARTIAL YEAR 0.50 X 0 0 0 DEB CLARK-MILLER TRUSTEE - PARTIAL YEAR 0.50 X 0 0 0 NANCY MILLER TRUSTEE 1.00 X 0 0 0 P HAANS MULDER TRUSTEE; CHAIR PRI 1.00 X 0 0 0 JANE PATTERSON TRUSTEE 2.00 X 0 0 0 JUDITH SMITH TRUSTEE; CHAIR DEVELOPMENT 2.00 X 0 0 0 SCOTT SPOELHOF TRUSTEE 1.00 X 0 0 0 DANIEL G ZWIER TRUSTEE 1.00 X 0 0 0 ANDREW COTE YOUTH TRUSTEE - PARTIAL YEAR 0.50 X 0 0 0 JANET DEYOUNG PRESIDENT / CEO 50.00 X X 82918 0 5298 DUSTIN TRAN YOUTH TRUSTEE - PARTIAL YEAR 2.00 X 0 0 0 82918 0 5298 0 0 0 0 0 49973 4267941 1626823 4317914 399065 443 398622 859134 557637 16831 301497 -16831 284666 284666 14034 49973 27573 -13539 -13539 4988106 0 443 669749 3454591 3454591 439372 439372 92798 27839 18560 46399 266125 87529 109627 68969 11228 3609 4010 3609 35361 11366 12629 11366 27592 8869 9854 8869 16789 16789 28901 14085 5932 8884 12532 2401 5788 4343 24639 6874 11748 6017 27277 8183 13639 5455 5849 877 1462 3510 24647 9200 5598 9849 46392 46392 8642 8642 FUND RELATED PROGRAMS 366264 366264 MISCELLANEOUS 55020 53347 253 1420 FACILITY RELOCATION EXP 9882 9882 ANNUAL REPORT 7493 7493 7072 354 6011 707 4968466 4494760 294309 179397 100 100 3506515 2540897 1618229 870589 497422 425204 1057158 53808 718529 1003350 17433066 21269983 24296361 27128232 332417 283168 6983 8666 48409622 53530189 8522 3350 913030 671451 118554 88369 1040106 763170 X 45134884 51028111 2234632 1738908 47369516 52767019 48409622 53530189 X 19640 5408837 -30974 X X 0 1 X 1 0 X 2854681 3907076 5377014 8524432 4317914 24981117 2854681 3907076 5377014 8524432 4317914 24981117 4378859 20602258 779081 63690 480420 415696 399065 2137952 32331 47856 7500 15096 14034 116817 27235886 0.75640 0.68620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94 381 1248387 2905500 1316641 2363803 11087029 37118105 1 1 5690486 582306 564259 480588 6356463 4938665 640613 507706 376498 20000 5690486 4854575 451248 -171082 229085 -33009 4938665 4541127 170349 307999 164900 4854575 3908713 186457 714046 231068 37021 4541127 1.00000 0 0 791913 15649 776264 265245 38159 227086 1003350 HEDGE FUNDS 25745513 F PRIVATE EQUITY REAL ESTATE 313678 F GLOBAL REITS 1069041 F 27128232 ANNUITIES PAYABLE 88369 88369 X 9675291 5408837 -30974 5377863 4297428 690678 690678 4988106 4746208 44404 44404 4701804 266662 266662 4968466 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 13766309 0 0 0 0 0 0 13766309 0 13766309 0 0 1 0 0 0 FALL EVENT CELEBRATION 59063 49973 9090 9271 3632 8993 LUNCHEON 4944 4944 430 5248 64007 49973 14034 9701 3632 14241 27574 -13540 1 3SIXTY PO BOX 2151 HOLLAND MI 49422 260672610 501(C)(3) 17500 0 THE INTERN HOUSE/TOOL LENDING LIBRARY 70 X 7 LIFE RECOVERY 97 WEST 22ND STREET HOLLAND MI 49423 208857935 501(C)(3) 7600 0 PARENTS AND KIDS FOR A BETTER TOMORROW ARC PROJECT INC 3740 TOWNLINE CT ZEELAND MI 49464 270205940 501(C)(3) 5570 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) 5000 0 PATRON SPONSORSHIP BOYS & GIRLS CLUB OF GREATER HOLLAND 435 VAN RAALTE AVE HOLLAND MI 49423 382756671 501(C)(3) 30403 0 UNRESTRICTED SUPPORT; SMART SKILLS TRAINING; NORTHSIDE PROGRAMS; CALVARY CHRISTIAN REFORMED CHURCH OF HOLLAND 400 BEELINE ROAD HOLLAND MI 49424 382051351 501(C)(3) 15000 0 MISSION HAITI CALVARY REFORMED CHURCH 995 EAST 8TH STREET HOLLAND MI 49423 386093997 501(C)(3) 5000 0 BLACKTOP REC BUS CENTER FOR MICHIGAN THE 4100 N DIXBORO RD ANN ARBOR MI 48105 320167398 501(C)(3) 20000 0 PROGRAM SUPPORT CENTER FOR WOMEN IN TRANSITION 411 BUTTERNUT HOLLAND MI 49424 382181204 501(C)(3) 34525 0 DOMESTIC VIOLENCE EMERGENCY SHELTER; WEB REDESIGN PROJECT CENTRAL AVENUE CHRISTIAN REFORMED CHURCH 259 CENTRAL AVENUE HOLLAND MI 49423 381387126 501(C)(3) 6500 0 MFFM BUILDING FUND CHILDREN'S ADVOCACY CENTER 12125 UNION STREET HOLLAND MI 49424 383445089 501(C)(3) 9609 0 PROGRAM SUPPORT AND FORENSIC MEDICAL EXAMS CITY OF HOLLAND 270 S RIVER AVENUE HOLLAND MI 49423 386004622 GOV'T. 86900 0 SUSTAINABILITY INSTITUTE; WINDMILL ISLAND; LEADERSHIP AS A LIFESTYLE CITY OF SAUGATUCK PO BOX 86 SAUGATUCK MI 49453 386007203 GOV'T. 12500 0 SAUGATUCK DUNES NATURAL AREA CITY OF ZEELAND 21 SOUTH ELM STREET ZEELAND MI 49464 386004744 GOV'T. 30000 0 DOWNTOWN ZEELAND SPLASH PAD PARK CITY ON A HILL MINISTRIES 100 PINE STREET ZEELAND MI 49464 203901260 501(C)(3) 13700 0 CONTINUED CARE CLINIC FOR THE UNINSURED COMMUNITY ACTION HOUSE 345 WEST 14TH STREET HOLLAND MI 49423 237120670 501(C)(3) 35420 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) 7300 0 PHILANTHROPY SUPPORT THROUGH MEMBERSHIP CULTUREWORKS INSTITUTE FOR CREATIVE ARTS 710 CHICAGO DR HOLLAND MI 49423 273165045 501(C)(3) 5401 0 COLLEGE VISITS AND PROGRAM SUPPORT CULVER EDUCATIONAL FOUNDATION 1300 ACADEMY ROAD 153 CULVER IN 465119980 350868071 501(C)(3) 62000 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. 22910 0 NATURE TOURS DESTINATION EDUCATION 96 W 15TH ST STE 106 HOLLAND MI 49423 364758487 501(C)(3) 140782 0 PROGRAM AND START-UP SUPPORT DISABILITY NETWORK-LAKESHORE 426 CENTURY LANE HOLLAND MI 49423 383038466 501(C)(3) 8600 0 ACCESS RAMPS - HOLLAND/ZEELAND ESCAPE YFGK 202 EAST 32ND STREET HOLLAND MI 49423 453015164 501(C)(3) 10000 0 EXPANSION OF ALTERNATIVE SUSPENSION ACCOUNTABILITY PROGRAM EVERGREEN COMMONS SENIOR CENTER 480 STATE STREET HOLLAND MI 49423 382526940 501(C)(3) 47400 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) 13000 0 VEHICLE RENEWAL CAPITAL CAMPAIGN FIRST REFORMED CHURCH 148 E CENTRAL AVE ZEELAND MI 494641718 381505635 501(C)(3) 40500 0 UNRESTRICTED SUPPORT FRIENDS OF CASA OTTAWA COUNTY 100 PINE ST STE 293 ZEELAND MI 49464 270849895 501(C)(3) 8000 0 LULLABY FUND GOOD SAMARITAN MINISTRIES 513 EAST 8TH STREET SUITE 25 HOLLAND MI 49423 381887347 501(C)(3) 58262 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) 20000 0 DOWNTOWN MARKET PROJECT GRAND VALLEY STATE UNIVERSITY PO BOX 1945 GRAND RAPIDS MI 495011945 381684280 501(C)(3) 48250 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) 8200 0 2013 SPENDING POLICY DISTRIBUTION HOLLAND AREA ARTS COUNCIL 150 EAST 8TH STREET HOLLAND MI 49423 382420156 501(C)(3) 5900 0 PROGRAM SUPPORT HOLLAND CHAMBER OF COMMERCE FOUNDATION 272 E 8TH STREET HOLLAND MI 49423 382476780 501(C)(3) 11000 0 AGENCY DISTRIBUTION AND MINORITY BUSINESS AWARDS HOLLAND CHORALE PO BOX 1513 HOLLAND MI 494221513 382188467 501(C)(3) 6687 0 ANNUAL SUPPORT HOLLAND COMMUNITY HEALTH CENTER 336 S RIVER AVE HOLLAND MI 49423 200602574 501(C)(3) 5000 0 HEALTH CENTER ARTWORK HOLLAND DEACON'S CONFERENCE 272 E 26TH ST HOLLAND MI 49423 382309172 501(C)(3) 30000 0 UNRESTRICTED SUPPORT HOLLAND HISTORICAL TRUST 31 W 10TH ST HOLLAND MI 49423 381692502 501(C)(3) 79025 0 HOLLAND MUSEUM SUPPORT AND DIRECTOR SEARCH SUPPORT HOLLAND HOSPITAL FOUNDATION 602 MICHIGAN AVE HOLLAND MI 49423 382800065 501(C)(3) 6500 0 SCHOOL NURSE PROGRAM AND COMMUNITY HEALTH CENTER SUPPORT HOLLAND PUBLIC SCHOOLS 156 W 11TH ST HOLLAND MI 49423 386003257 501(C)(3) 17000 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) 7882 0 2013 SPENDING POLICY DISTRIBUTION HOLLAND RESCUE MISSION 356 FAIRBANKS AVE HOLLAND MI 49423 381734763 501(C)(3) 39800 0 BED BUG STERILIZATION EQUIPMENT AND PROGRAM SUPPORT HOLLAND SYMPHONY ORCHESTRA PO BOX 2685 HOLLAND MI 494222685 382953082 501(C)(3) 6500 0 PROGRAM SUPPORT HOMECOR 151 CENTRAL AVENUE STE 280 HOLLAND MI 49423 383281993 501(C)(3) 7000 0 PROGRAM SUPPORT HOPE COLLEGE PO BOX 9000 HOLLAND MI 494229000 381381271 501(C)(3) 103700 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) 5000 0 CENTER STAGE CIRCLE HOSPICE OF HOLLAND 270 HOOVER BLVD HOLLAND MI 49423 382355709 501(C)(3) 54050 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) 7500 0 CHARACTER CURRICULUM AND PROGRAM SUPPORT LAKESHORE ADVANTAGE 201 WEST WASHINGTON STE 410 ZEELAND MI 49464 061708014 501(C)(6) 40000 0 JOB CREATION PROGRAMMING PER EXPENDITURE RESPONSIBILITY AGREEMENT LAKESHORE ETHNIC DIVERSITY ALLIANCE PO BOX 2945 HOLLAND MI 494222945 383360686 501(C)(3) 15000 0 ANNUAL SUPPORT LATIN AMERICANS UNITED FOR PROGRESS 96 W 15TH STREET STE 101 HOLLAND MI 49423 382099880 501(C)(3) 10000 0 ANNUAL SUPPORT LIFE SERVICES SYSTEM OF OTTAWA COUNTY INC 11172 ADAMS ST HOLLAND MI 49423 382854059 501(C)(3) 8750 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) 30750 0 SPENDING POLICY DISTRIBUTION; PROGRAM SUPPORT MACATAWA RESOURCE CENTER 665 136TH AVENUE STE 70 HOLLAND MI 49424 383543193 501(C)(3) 16630 0 TEACHING KITCHEN AND PROGRAM SUPPORT MAKE-A-WISH FOUNDATION OF MICHIGAN 2300 GENOA BUSINESS PARK DR BRIGHTON MI 481147369 382505812 501(C)(3) 11000 0 WISH BALL 2013 AND PROGRAM SUPPORT MAPLE AVENUE MINISTRIES 427 MAPLE AVENUE HOLLAND MI 49423 383324110 501(C)(3) 8000 0 NIA: PURPOSE PROGRAM MICHIGAN STATE UNIVERSITY - ADVANCEMENT 196 CRESCENT RD EAST LANSING MI 48824 386005984 501(C)(3) 201652 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) 6400 0 MDA SUMMER CAMP 2014 MUSKEGON MUSEUM OF ART 296 WEST WEBSTER AVENUE MUSKEGON MI 49440 383402560 501(C)(3) 11000 0 INSPIRE CAMPAIGN AND ANNUAL SUPPORT OAR INC 483 CENTURY LANE HOLLAND MI 494221875 381984739 501(C)(3) 22350 0 COMMUNITY, FAMILY AND RECOVERY SUPPORT SERVICES OTTAWA COUNTY HEALTH DEPARTMENT 12251 JAMES STREET HOLLAND MI 49424 386004883 GOV'T. 7000 0 DOUBLE UP FOOD BUCKS AND MILES OF SMILES INITIATIVE OUTDOOR DISCOVERY CENTER 4214 56TH STREET HOLLAND MI 49423 382461102 501(C)(3) 142468 0 LITTLE HAWKS DISCOVERY PRESCHOOL; PROJECT CLARITY; NATURE PLAY AREA PATHWAYS MI 412 CENTURY LANE HOLLAND MI 49423 382118103 501(C)(3) 13400 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) 7500 0 RESTORING A CULTURE OF FREEDOM QUINCY ELEMENTARY SCHOOL 10155 QUINCY STREET ZEELAND MI 49464 386003307 501(C)(3) 8500 0 QUINCY NATURE INTERPRETIVE TRAIL READY FOR SCHOOL 70 W 8TH STREET STE 100 HOLLAND MI 49423 274898652 501(C)(3) 744576 0 PROGRAM SUPPORT SALVATION ARMY 104 CLOVER AVENUE HOLLAND MI 49423 222406433 501(C)(3) 5250 0 FOOD BANK AND PROGRAM SUPPORT SECOND REFORMED CHURCH 225 EAST CENTRAL AVENUE ZEELAND MI 49464 381507304 501(C)(3) 43050 0 UNRESTRICTED SUPPORT; ACCESS POINT AND ELM STREET HOUSE TAKING ROOT MINISTRIES 3296 38TH STREET HAMILTON MI 49419 461147265 501(C)(3) 11000 0 CONSTRUCTION SITE CAPACITY EXPANSION TEMPLE EMANUEL 1715 FULTON ST E GRAND RAPIDS MI 49503 381710040 501(C)(3) 24000 0 RESTORATION OF SANCTUARY MURAL TULIP TIME FESTIVAL 74 W 8TH STREET HOLLAND MI 49423 381266660 501(C)(3) 5000 0 ANNUAL SUPPORT TULIPANES LATINO ART & FILM FESTIVAL INC 657 E8TH STREET HOLLAND MI 49423 383590223 501(C)(3) 5000 0 LATINO ART & FILM FESTIVAL WEST MICHIGAN TRAILSGREENWAYS COALITION PO BOX 325 COMSTOCK PARK MI 49321 202362857 501(C)(3) 20000 0 CONNECTING COMMUNITIES THROUGH TRAILS WEST MICHIGAN YOUTH FOR CHRIST 1345 MONROE AVENUE GRAND RAPIDS MI 49505 381943656 501(C)(3) 5000 0 UNRESTRICTED SUPPORT ZEELAND CHRISTIAN SCHOOL 334 W CENTRAL AVE ZEELAND MI 49464 381566660 501(C)(3) 32600 0 2013 SPENDING POLICY DISTRIBUTION ZEELAND PUBLIC SCHOOL 175 W ROOSEVELT AVE ZEELAND MI 494641127 386003307 GOV'T. 52221 0 ADVANCING SPEECH THERAPY THROUGH TECHNOLOGY; ZEE BUSS; IBOOKS PROJECT AND PROGRAM SUPPORT ZEELAND RECREATION 320 EAST MAIN ZEELAND MI 49464 386003307 GOV'T. 5976 0 ZEELAND LITTLE LEAGUE PARK SUPPORT 75 1 SCHOLARSHIPS FOR STUDENTS ATTENDING POST-SECONDARY EDUCATIONAL INSTITUTIONS 195 439372 N/A N/A PART I, LINE 2: 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 X 1 1000 X 25 1144754 FMV X 1 9960 FMV X IN-KIND DONAT 2 212504 FMV 1 0 1 1 PART I, LINE 32B: STOCK BROKERS ASSISTED WITH THE SALE OF PUBLICLY TRADED SECURITIES. 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.