2012-11-14T08:35:37-06:00 2011-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2011-01-01 386095283 THE COMMUNITY FOUNDATION OF THE HOLLAND/ZEELAND AREA INC COMM 6163966590 70 WEST 8TH STREET SUITE 100 HOLLAND MI 49423 JANET DEYOUNG 6163966590 2012-11-13 1 CAROL LALONDE CPA P00181637 2695674500 2011 2016-02-24 21:20:13Z ANN QUERY 70 WEST 8TH STREET SUITE 100 HOLLAND MI 49423 10484105 0 X WWW.CFHZ.ORG X 1951 MI OUR MISSION IS TO MAKE THE GREATER HOLLAND/ZEELAND AREA A BETTER PLACE IN WHICH TO LIVE AND WORK BY ENHANCING THE QUALITY OF LIFE FOR ALL ITS CITIZENS. 21 21 7 43 -4833 -4833 3907076 5377014 0 0 237225 579487 26834 -14941 4171135 5941560 1764821 4337610 0 0 325570 334422 3000 0 161529 170064 589317 2263455 5261349 1907680 680211 41940253 41329077 967939 1102623 40972314 40226454 X OUR MISSION IS TO MAKE THE GREATER HOLLAND/ZEELAND AREA A BETTER PLACE IN WHICH TO LIVE AND WORK BY ENHANCING THE QUALITY OF LIFE FOR ALL ITS CITIZENS. WE ACHIEVE THIS BY: MAINTAINING AN ORGANIZATION THROUGH WHICH OUR COMMUNITIES CAN BUILD PERMANENT ENDOWMENTS THAT WILL SERVE THE COMMUNITIES, AND DO SO EFFICIENTLY, WITH MAXIMUM TAX BENEFITS TO THE DONOR; PROVIDING PROFESSIONAL MANAGEMENT OF THESE FUNDS TO PROTECT AND ENHANCE THE PRINCIPAL WHILE MAXIMIZING INCOME; AND USING THIS INCOME TO MEET NEEDS AND ENHANCE THE QUALITY OF LIFE IN WAYS THAT ARE COMPATIBLE WITH THE WISHES OF THE DONOR AND THE GOALS OF THE COMMUNITY FOUNDATION. OUR AREAS OF INTEREST ARE EDUCATION, THE ARTS, HEALTH, SOCIAL SERVICES, ENVIRONMENT, RECREATION, COMMUNITY DEVELOPMENT, AND THE NEEDS OF THE YOUTH AND THE ELDERLY. WE FOCUS OUR GRANTS ON CAPITAL PROJECTS AND NEW, CREATIVE ENDEAVORS. 0 0 4731879 4337610 0 THE FOUNDATION IS DEDICATED TO ENHANCING THE SPIRIT OF COMMUNITY AND THE QUALITY OF LIFE FOR ALL RESIDENTS OF HOLLAND, ZEELAND AND THE SURROUNDING COMMUNITIES. WE ACHIEVE THIS THROUGH THE GENERATION AND STEWARDSHIP OF PERMANENTLY ENDOWED FUNDS FROM A BROAD DONOR BASE AND PROACTIVELY FUND NON-PROFIT ORGANIZATION PROGRAMS THAT ADDRESS CHANGING COMMUNITY NEEDS IN THE AREAS OF HEALTH, EDUCATION, ARTS & CULTURE, SOCIAL WELFARE, ENVIRONMENT, DIVERSITY, COMMUNITY AND ECONOMIC DEVELOPMENT, YOUTH AND THE ELDERLY. 4731879 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 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 0 1 22 0 1 7 1 1 1 1 CJ 0 0 0 1 1 1 1 0 0 0 0 0 0 X 21 21 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X RANDY THELEN 6163966590 70 WEST 8TH STREET HOLLAND MI 49423 ANN QUERY 8.00 X X 0 0 0 SUSAN DEN HERDER 4.00 X X 0 0 0 RANDY THELEN 3.00 X X 0 0 0 JUANITA BOCANEGRA 3.00 X X 0 0 0 MATTHEW LEPARD 1.00 X 0 0 0 TAIYOH AFRIK 1.00 X 0 0 0 CHAR AMANTE 1.00 X 0 0 0 THUN CHAMPASSAK 1.00 X 0 0 0 LORI BUSH 3.00 X 0 0 0 JOHN DONNELLY JR 1.00 X 0 0 0 ELEANOR LOPEZ 1.00 X 0 0 0 JOHN MARQUIS 0.30 X 0 0 0 RITU MATHUR 1.00 X 0 0 0 HANNES MEYERS JR 1.00 X 0 0 0 JUDY SMITH 2.00 X 0 0 0 SCOTT SPOELHOF 1.00 X 0 0 0 DAN ZWIER 1.00 X 0 0 0 DEREK POSTMA 1.00 X 0 0 0 NANCY MILLER 1.00 X 0 0 0 HAANS MULDER 2.00 X 0 0 0 DEB CLARK-MILLER 2.50 X 0 0 0 SHANE BRANDSEN 0.50 X 0 0 0 JANET DEYOUNG 50.00 X 78960 0 11222 78960 0 11222 0 0 0 0 0 56416 5320598 1326273 5377014 480420 -4833 485253 4619171 4520104 99067 99067 99067 7500 56416 22441 -14941 -14941 5941560 0 -4833 569379 3997097 3997097 340513 340513 90182 27055 18036 45091 186240 22306 120175 43759 8615 1538 4308 2769 28984 5176 14492 9316 20401 3643 10201 6557 16746 16746 9401 9401 36806 14136 7137 15533 7710 1423 2521 3766 21143 7170 7557 6416 28191 8457 14096 5638 1359 204 340 815 27950 4356 2866 20728 9721 9721 7737 7737 PROGRAMS 367300 258408 108892 COMMUNITY LEADERSHIP 13100 13100 ANNUAL REPORT 8622 8622 MEMBERSHIPS 4614 231 3922 461 28917 27066 1171 680 5261349 4731879 367941 161529 100 100 4112451 1684080 84592 133275 505687 1069293 163523 132453 39476 31070 37194031 38405862 3916 5397 41940253 41329077 4156 4317 358199 945360 605584 152946 967939 1102623 X 40887722 39283163 84592 943291 40972314 40226454 41940253 41329077 X 680211 -1426071 X X 0 1 1 X 0 X 8305110 7564929 2854681 3907076 5377014 28008810 8305110 7564929 2854681 3907076 5377014 28008810 6186783 21822027 1078040 574617 779081 63690 480420 2975848 32506 39188 32331 47856 7500 159381 31144039 0.70070 0.62820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 93 376 1959281 3835277 2530963 1806647 7690389 32536065 1 1 4854575 514665 -171082 229085 4969073 4541127 170349 307999 164900 4854575 3908713 186457 714046 231068 37021 4541127 5403132 225731 -1524756 195394 3908713 1.00000 0 0 5445 535 4910 24524 19847 4677 133554 112071 21483 31070 ANNUITIES PAYABLE 152946 152946 5941560 5261349 680211 -1817710 391639 -1426071 -745860 3403966 -1817710 5208 391639 -1420863 4824829 1116731 1116731 5941560 4903707 5208 22441 27649 4876058 385291 385291 5261349 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 HAVE BEEN 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2011 AND 2010, 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, 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 391,639. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 391,639. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY REVENUE 1,139,172. SPECIAL EVENT EXPENSES -22,441. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 22,441. PART XIII, LINE 4B - OTHER ADJUSTMENTS: AGENCY EXPENSES 385,291. GALA EVENT 58360 50860 7500 4521 6009 5198 LUNCHEON 5556 5556 2880 3833 63916 56416 7500 7401 6009 9031 22441 -14941 1 ARTPRIZE 201 MONROE AVE NW STE 500 GRAND RAPIDS MI 49503 264571560 501(C)(3) 5000 TO ENHANCE AND PROMOTE ARTS, CULTURE, HUMANITIES BENJAMIN'S HOPE 895 OTTAWA BEACH ROAD HOLLAND MI 49424 743153382 501(C)(3) 608300 CAPITAL CAMPAIGN BETHANY CHRISTIAN SERVICES 12048 JAMES STREET HOLLAND MI 49424 383542119 501(C)(3) 6000 ALTERNATIVES FOR FAMILIES COGNITIVE BEHAVIORAL THERAPIST PROGRAM BOYS & GIRLS CLUB OF GREATER HOLLAND 435 VAN RAALTE AVE HOLLAND MI 49423 382756671 501(C)(3) 30209 FAMILIES PLUS, NORTHSIDE FACILITY, FENCING CALVARY CHRISTIAN REFORMED CHURCH OF HOLLAND 400 BEELINE ROAD HOLLAND MI 49424 382051351 501(C)(3) 5000 NORTHSIDE COMMUNITY PARK CASA-CHILDREN'S AFTER SCHOOL ACHIEVEMENT PO BOX 9000 HOLLAND MI 494229000 381381271 501(C)(3) 7300 FARM TO TABLE CENTER FOR MICHIGAN THE 4100 N DIXBORO RD ANN ARBOR MI 48105 320167398 501(C)(3) 20000 ANNUAL SUPPORT CENTER FOR WOMEN IN TRANSITION 411 BUTTERNUT HOLLAND MI 49424 382181204 501(C)(3) 35100 PROGRAM SUPPORT, SAFE HOUSE SHELTER CHRIST MEMORIAL CHURCH 595 GRAAFSCHAP ROAD HOLLAND MI 49423 386032818 501(C)(3) 12500 UNRESTRICTED SUPPORT CHRISTIAN LEARNING CENTER - GRAND RAPIDS 4340 BURLINGAME SW WYOMING MI 49509 382619844 501(C)(3) 7000 JEFF VAN DAALEN FUND CITY OF HOLLAND 270 S RIVER AVENUE HOLLAND MI 49423 386004622 GOV'T. 5400 HOLLAND IN BLOOM; UP ON THE ROOFTOPS CITY ON A HILL MINISTRIES 100 PINE STREET ZEELAND MI 49464 203901260 501(C)(3) 13533 CONTINUING CARE CLINIC SERVICES CLASSIS OF HOLLAND 2586 FLORAL DRIVE ZEELAND MI 49464 222549167 501(C)(3) 12976 SUPPORT CHARITABLE MISSION COMMUNITY ACTION HOUSE 345 WEST 14TH STREET HOLLAND MI 49423 237120670 501(C)(3) 54750 HOMELESSNESS AND FORECLOSURE PREVENTION PROGRAMS; PROGRAM SUPPORT COMMUNITY REFORMED CHURCH 10376 FELCH STREET ZEELAND MI 494646839 386155592 501(C)(3) 34329 CHILDREN'S MINISTRY AREA RENOVATION COUNCIL OF MICHIGAN FOUNDATIONS ONE S HARBOR DR STE 3 GRAND HAVEN MI 49417 386263347 501(C)(3) 6300 PHILANTHROPY SUPPORT THROUGH MEMBERSHIP CULVER EDUCATIONAL FOUNDATION 1300 ACADEMY ROAD 153 CULVER IN 465119980 350868071 501(C)(3) 97750 $92,750 FOR SCHOLARSHIPS, $5,000 FOR HABITAT DEGRAAF NATURE CENTER 600 GRAAFSCHAP RD HOLLAND MI 49423 386004622 GOV'T. 5485 2011 SPENDING POLICY EVERGREEN COMMONS SENIOR CENTER 480 STATE STREET HOLLAND MI 49423 382526940 501(C)(3) 33850 ADULT DAY CARE CENTER FAIRHAVEN MINISTRIES - HAND2HAND PROGRAM 2900 BALDWIN ST HUDSONVILLE MI 49426 386165534 501(C)(3) 9900 HAND2HAND MINISTRIES GERONTOLOGY NETWORK 500 CHERRY STREET SE GRAND RAPIDS MI 49503 382774701 501(C)(3) 7200 LIFE CONNECTIONS HOLLAND/ZEELAND ADVOCATE FUND GIRL SCOUTS OF MICHIGAN SHORE TO SHORE 3275 WALKER AVE NW GRAND RAPIDS MI 49544 381366924 501(C)(3) 5050 AMUSE PROGRAM GOOD SAMARITAN MINISTRIES 513 EAST 8TH STREET SUITE 25 HOLLAND MI 49423 381887347 501(C)(3) 8650 NEIGHBORHOOD CONNECTIONS; GIVING FOR GOOD GRAND RAPIDS COMMUNITY COLLEGE 143 BOSTWICK AVE NE GRAND RAPIDS MI 495033201 386100380 GOV'T. 32000 GRCC MID-TOWN CAMPUS PROJECT GRAND RAPIDS SYMPHONY 300 OTTAWA AVE NW STE 100 GRAND RAPIDS MI 495023039 386005447 501(C)(3) 6000 HOLLAND/ZEELAND AREA LOLLIPOPS MUSIC EDUCATION PROGRAM GRAND VALLEY STATE UNIVERSITY 301 MICHIGAN ST NE STE 100 GRAND RAPIDS MI 495033314 381684280 GOV'T. 6750 MARY IDEMA PEW LIBRARY LEARNING CENTER; INTERFAITH INSITUTE FUND; ANNUAL FUND; YOUNG LEADERS FUND GREATER OTTAWA COUNTY UNITED WAY PO BOX 1349 HOLLAND MI 49422 383522782 501(C)(3) 6598 UNRESTRICTED; SUBSTANCE ABUSE PROGRAMS HEIGHTS OF HOPE 995 EAST 8TH STREET HOLLAND MI 49423 200123010 501(C)(3) 5500 WHOA FITNESS & HEALTH EDUCATION PROGRAM HELEN DEVOS CHILDREN'S HOSPITAL FOUNDATION 100 MICHIGAN ST NE GRAND RAPIDS MI 495023030 382752328 501(C)(3) 1000 ANNUAL FUND HELEN DEVOS CHILDREN'S HOSPITAL FOUNDATION 100 MICHIGAN ST NE GRAND RAPIDS MI 495023030 382752328 501(C)(3) 1001250 CLINICAL CARE & CORE RESEARCH SERVICES FOR HAWORTH FAMILY PEDIATRIC ONCOLOGY INNOVATIVE THERAPUETICS CLINIC HOLLAND AREA ARTS COUNCIL 150 EAST 8TH STREET HOLLAND MI 49423 382420156 501(C)(3) 8917 PROGRAM SUPPORT HOLLAND CHORALE PO BOX 1513 HOLLAND MI 494221513 382188467 501(C)(3) 5600 ANNUAL SUPPORT HOLLAND FREE HEALTH CLINIC 99 W 26TH STREET HOLLAND MI 49423 300072620 501(C)(3) 6000 ANNUAL SUPPORT; PARISH NURSE PROGRAM HOLLAND HISTORICAL TRUST 31 W 10TH ST HOLLAND MI 49423 381692502 501(C)(3) 20245 VAN RAALTE FARM CIVIL WAR MUSTER; DERBY PARTY; VAN RAALTE CELEBRATION HOLLAND HOSPITAL FOUNDATION 602 MICHIGAN AVE HOLLAND MI 49423 382800065 501(C)(3) 34250 SCHOOL NURSE PROGRAM HOLLAND PUBLIC SCHOOLS 156 W 11TH ST HOLLAND MI 49423 386003257 GOV'T. 12088 YOUTH LEADERSHIP SCHOLARSHIP; LEARNING TO READ; READ TO ME HOLLAND PUBLIC SCHOOLS PTO EDUCATIONAL TRUST 282 W 30TH STREET HOLLAND MI 49423 200154989 501(C)(3) 7330 2011 SPENDING POLICY HOLLAND RESCUE MISSION 356 FAIRBANKS AVE HOLLAND MI 49423 381734763 501(C)(3) 13925 GAP POPULATION SOLUTIONS PROJECT; POSTAL SERVICE FOOD DRIVE HOMECOR 151 CENTRAL AVENUE STE 280 HOLLAND MI 49423 383281993 501(C)(3) 7000 ANNUAL SUPPORT HOPE COLLEGE PO BOX 9000 HOLLAND MI 494229000 381381271 501(C)(3) 9750 HOPE FUND; VARIOUS FUNDS HOPE SUMMER REPERTORY THEATRE PO BOX 9000 HOLLAND MI 494229000 381381271 501(C)(3) 5000 CENTER STAGE CIRCLE HOSPICE OF HOLLAND 270 HOOVER BLVD HOLLAND MI 49423 382355709 501(C)(3) 25000 VANDER LEEK CUP; TULIP TREE FUND; ANNUAL SUPPORT HOWARD MILLER LIBRARY & COMMUNITY CENTER 14 S CHURCH STREET ZEELAND MI 494641728 386004744 GOV'T. 37700 2011 SPENDING POLICY LAKESHORE ADVANTAGE 201 WEST WASHINGTON STE 410 ZEELAND MI 49464 061708014 501(C)6 90000 JOB RETENTION AND EXPANSION PROGRAMS LAKESHORE ETHNIC DIVERSITY ALLIANCE PO BOX 2945 HOLLAND MI 494222945 383360686 501(C)(3) 22500 MIGRANT READING PROGRAM LAKESHORE HABITAT FOR HUMANITY 12727 RILEY STREET HOLLAND MI 49424 382893355 501(C)(3) 11900 NEIGHBORHOOD REVITALIZATION INITIATIVE LAKESHORE LATINO OUTREACH CENTER INC PO BOX 1664 HOLLAND MI 494221664 383775669 501(C)(3) 10000 LIVING A HEALTHY LIFE WITH CHRONIC CONDITIONS LATIN AMERICANS UNITED FOR PROGRESS 96 W 15TH STREET STE 101 HOLLAND MI 49423 382099880 501(C)(3) 18000 ANNUAL SUPPORT; CITIZENSHIP CLASSES; CRITICAL THINKING YOUTH TRAINING LIFE SERVICES SYSTEM OF OTTAWA COUNTY INC 11172 ADAMS ST HOLLAND MI 49423 382854059 501(C)(3) 25000 PARENTS ARE PRICELESS; LIVING LAUGHTING LEARNING & GROWING; SAFE KIDS LAKESHORE MACATAWA BAY JUNIOR ASSOCIATION PO BOX 189 MACATAWA MI 494340189 382460525 501(C)(3) 60750 JUNIOR SAILING CENTER LEASE MAKE-A-WISH FOUNDATION OF MICHIGAN STE 290 2300 GENOA BUSINESS PARK DR DR BRIGHTON MI 481147369 382505812 501(C)(3) 5000 THE WISH SOCIETY MSU CAREER SERVICES - MCAN THE IMAGINE FUND 113 STUDENT SERVICES BLDG EAST LANSING MI 48824 208899588 501(C)(3) 75000 MSU COLLEGE ADVISING CORPS MATCH MUSCULAR DYSTROPHY ASSOCIATION 678 FRONT AVE NW STE 265 GRAND RAPIDS MI 49504 131665552 501(C)3 5000 MDA 2012 WEST MICHIGAN SUMMER CAMP NEW COMMUNITY FOURTH REFORMED CHURCH 238 W 15TH STREET HOLLAND MI 49423 386179728 501(C)(3) 7500 WESTCORE COMMUNITY CONNECTIONS NEWNORTH CENTER FOR DESIGN IN BUSINESS 62 E 8TH ST HOLLAND MI 49423 270440934 501(C)(3) 62375 UNRESTRICTED SUPPORT; CAPITAL CAMPAIGN; FISCAL SPONSORSHIP OAR INC PO BOX 1875 HOLLAND MI 494221875 381984739 501(C)(3) 5400 ANNUAL SUPPORT OTTAWA AREA INTERMEDIATE SCHOOL DISTRICT 13565 PORT SHELDON RD HOLLAND MI 49424 381709520 GOV'T. 114955 M-TEC PARKING LOT EXPANSION OTTAWA COUNTY HEALTH DEPARTMENT 12251 JAMES STREET HOLLAND MI 49424 386004883 GOV'T. 5750 MILES OF SMILES MOBILE DENTAL UNIT OUTREACH OUTDOOR DISCOVERY CENTER 4214 56TH STREET HOLLAND MI 49423 382461102 501(C)(3) 85000 FILLMORE DISCOVERY PARK; LAKE MAC WATER RESTORATION PROJECT; PROGRAM SUPPORT PUMPKINFEST - ZEELAND CHAMBER OF COMMERCE 149 W MAIN ZEELAND MI 49464 386108765 501(C)(6) 6980 SHINING UP PUMPKINFEST READY FOR SCHOOL 100 E 8TH ST STE 240 HOLLAND MI 49423 274898652 501(C)(3) 68100 GENERAL OPERATIONS RENEW THERAPEUTIC RIDING CENTER 4271 60TH STREET HOLLAND MI 49423 371578949 501(C)(3) 8321 SCHOLARSHIP PROGRAM FOR HOLLAND/ZEELAND AREA STUDENTS RESTHAVEN CARE COMMUNITY 9 EAST 8TH STREET HOLLAND MI 49423 381387113 501(C)(3) 14100 CARE CENTER EXPANSION SECOND REFORMED CHURCH 225 EAST CENTRAL AVENUE ZEELAND MI 49464 381507304 501(C)(3) 50244 ANNUAL SPENDING SOLID ROCK MINISTRIES 100 PINE ST STE 230 ZEELAND MI 49464 205263656 501(C)(3) 7500 MATERIALS FUND SPORTSQUEST FAMILY CENTER 43 EAST 8TH STREET STE 150 HOLLAND MI 49423 205821743 501(C)(3) 9900 UNRESTRICTED SUPPORT TALENT 2025 259 OTTAWA ST MUSKEGON MI 494421008 270193853 501(C)(3) 5000 TALENT 2025 TULIP TIME FESTIVAL 74 W 8TH STREET HOLLAND MI 49423 381266660 501(C)(3) 8649 2011 TULIP TIME FESTIVAL UNIVERSITY OF MICHIGAN 503 THOMPSON STREET ANN ARBOR MI 481091340 386006309 GOV'T. 75000 MICHIGAN COLLEGE ADVISING CORPS MATCH WATERFRONT FILM FESTIVAL PO BOX 387 SAUGATUCK MI 49453 383519201 501(C)(3) 5000 ANNUAL SUPPORT WEST MICHIGAN STRATEGIC ALLIANCE PO BOX 68046 GRAND RAPIDS MI 49516 383551109 501(C)(3) 25000 WEST MICHIGAN INTERNSHIP INITIATIVE WEST OTTAWA PUBLIC SCHOOLS 1138 136TH AVENUE HOLLAND MI 49424 386032447 GOV'T. 100350 KINETIC AFFECT AND WEST OTTAWA INT'L BACCALAUREATE PROGRAM ZEELAND CHRISTIAN SCHOOL 334 W CENTRAL AVE ZEELAND MI 49464 381566660 GOV'T. 23700 2011 SPENDING POLICY ZEELAND HISTORICAL SOCIETY BOX 165 ZEELAND MI 49464 382147423 501(C)(3) 12400 MAIN STREET PERMANENT DISPLAY & NEW GRONINGEN SCHOOL RENOVATION PROJECT ZEELAND RECREATION - ZEELAND PUBLIC SCHOOLS 320 EAST MAIN ZEELAND MI 49464 386003307 GOV'T. 10000 BALLPARK LIGHTING AND EQUIPMENT 73 2 SCHOLARSHIPS FOR STUDENTS ATTENDING POST-SECONDARY EDUCATIONAL INSTITUTIONS 170 340513 0 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: A LETTER ACCOMPANIES ALL GRANT AWARDS, INFORMING THE GRANTEE OF THE PURPOSE OF THE GRANT. GRANTEES ARE REQUIRED TO RETURN ANY GRANT FUNDS NOT EXPENDED FOR THE STATED PURPOSE. THE FOUNDATION REQUIRES A GRANT EVALUATION FORM TO BE COMPLETED BY ALL ORGANIZATIONS RECEIVING COMPETITIVE GRANTS. ONE OF THE QUESTIONS ON THE EVALUATION REQUIRES THE GRANTEE TO DESCRIBE THE USE OF THE GRANT FUNDS. THE DIRECTOR OF GRANTMAKING REVIEWS THE RESPONSES TO BE SURE IT WAS CONSISTENT WITH THE ORIGINAL GRANT PURPOSE. SCHOLARSHIP AWARDS ARE ISSUED DIRECTLY TO THE EDUCATIONAL INSTITUTION FOR CREDIT TO THE STUDENT'S ACCOUNTS. ANY DOLLARS NOT USED FOR THE STATED PURPOSE OR STUDENT ARE RETURNED BY THE SCHOOLS. X 23 921437 FMV X FORFEITURE OF FUTURE PAYMENTS FROM A CRUT 1 404836 PRESENT VALUE 1 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS RECEIVED SCHEDULE M, PART I, LINE 25: FOREFEITURE OF FUTURE PAYMENTS FROM A CRUT THIRD PARTY USE: 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. HAANS MULDER AND THUN CHAMPASSAK HAVE A BUSINESS RELATIONSHIP. MATTHEW LEPARD AND RANDY THELEN 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". 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 CO-CHAIR E-MAILED TO THE FULL BOARD (ALL OFFICERS AND TRUSTEES/DIRECTORS) A FINAL DRAFT OF THE 990 AND SUPPORTING SCHEDULES, WITH A MOTION TO APPROVE THE FORM 990 FOR FILING AS PRESENTED. MOTION TO APPROVE THE FINAL 990 WAS PASSED WITH NO OBJECTIONS RECEIVED. 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 COMMITTE 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 WOULD LIKE TO GO 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 EXECUTIVE DIRECTOR 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 PRESIDENT OF THE BOARD WILL SEND 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 PRESIDENT, ALONG WITH ANY COMMENTS OR RESPONSES ABOUT THE EXECUTIVE DIRECTOR'S PERFORMANCE OR SELF-ASSESSMENT BY MID-DECEMBER. 4) STAFF IS ALSO ASKED TO COMPLETE AN EVALUATION FORM AND MAIL DIRECT TO THE BOARD PRESIDENT BY MID-DECEMBER (STAFF IS NOT PROVIDED A COPY OF THE SELF-ASSESSMENT). 5) THE BOARD PRESIDENT WILL COLLECT AND CONDENSE THE EVALUATION INTO A SUMMARY FORM AND INCLUDE COMMENTS PROVIDED BY TRUSTEES AND STAFF. 6) THE EXECUTIVE COMMITTEE WILL SERVE 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. 7) EXECUTIVE COMMITTEE WILL OBTAIN AND REFERENCE 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 WILL REVIEW COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGNANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS AND WILL THEN RECOMMEND SALARY ADJUSTMENTS OR BONUS PAYMENTS. 9) 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. 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 EXECUTIVE DIRECTOR ANNUALLY. EMPLOYEES SUBMIT ORGANIZATIONAL GOALS WITHIN THEIR AREA OF RESPONSIBILITY AND PROGRESS TOWARDS STATED ACCOMPLISHMENT GOALS IN EACH OF THOSE 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 EXECUTIVE DIRECTOR MEETS WITH EMPLOYEES TO DISCUSS AREAS OF STRENGTH, WEAKNESS OR SUGGESTIONS FOR IMPROVEMENT. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS 2011. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, SUCH AS FORM 1023, ARTICLES OF INCORPORATION, BY-LAWS, 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,817,710. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 391,639. TOTAL TO FORM 990, PART XI, LINE 5: -1,426,071. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HOWEVER, FOR 2011 THE AUDIT COMMITTEE SUBMITTED A REQUEST FOR PROPOSALS FROM INDEPENDENT AUDIT FIRMS AND SELECTED A NEW AUDITOR FOR THE TAX YEAR ENDED DECEMBER 31, 2011. FORM 990, PART V, LINE 4: THE FUNDS IN THE CAYMAN ISLANDS ARE HELD IN A HEDGE FUND AND THEREFORE THERE IS NO REQUIREMENT TO FILE FORM TD F 90-22.1.