DOUG MEIJER AND KENDALL MEIJER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DOUG MEIJER AND KENDALL MEIJER FOUNDATION (EIN 85-4116661)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349104535
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T15:49:18-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 OTTAWA AVE NW SUITE 600 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 854116661 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUG MEIJER AND KENDALL MEIJER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 6168883350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150499 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49515 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILARY K ROELOFS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6168883350 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA KOLAKALURI | PreparerPersonNm |
| PTIN | P01275237 | PTIN |
| Phone | 6163367900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,392,747 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $884,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $986,034 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,224,987 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,869,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,886,418 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,950 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,109,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,875,402 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,556 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,778 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,778 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $173,735 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $149,672 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,440 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $10 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $100,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,064 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,579 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,669 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,910 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $356,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $205,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,128 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,987,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,987,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,344,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $205,193 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,125,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,765,087 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,670,209 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,466 | CashBOYAmt |
| Cash EOY | $39,201 | CashEOYAmt |
| Cash EOYFMV | $39,201 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,935,143 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,496,731 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,496,731 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,790,685 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,320,126 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,971,551 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,971,551 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,887,546 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,885,264 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,885,264 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,082,392 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $42,028,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,392,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,392,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $42,028,358 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,392,747 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,028,358 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,392,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,028,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,392,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,028,358 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,765,087 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,599,302 | OtherIncreasesAmt |
| Subtotal | $46,392,747 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,392,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST 44-33847 - PUBLICLY TRADED SECURITIES | $3,652,886 | $3,541,654 | $111,232 | $111,232 | |||
| THE NORTHERN TRUST 44-33847 - PUBLICLY TRADED SECURITIES | $38,821,885 | $34,342,331 | $4,479,554 | $4,479,554 | |||
| STATE STREET REAL ESTATE ASSET NON-LENDING COMMON TRUST FUND | $38,947 | $38,947 | P | ||||
| STATE STREET REAL ESTATE ASSET NON-LENDING COMMON TRUST FUND | $32,813 | $32,813 | P | ||||
| DISPOSITION OF STATE STREET REAL ESTATE ASSET NON-LENDING COMMON TRUST FUND | $2,279,407 | $2,170,666 | $108,741 | $108,741 | P | 2024-04-18 | 2025-08-05 |
| CAPITAL GAINS DIVIDENDS | $115,131 | $115,131 | $115,131 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,886,418 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,816 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78,816 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78,816 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,075 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $88,075 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,259 | OverpaymentAmt |
| Applied To ES Tax | $9,259 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HILARY K ROELOFS | IndividualWithBooksNm |
| Phone | 6168883354 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3280 N EVERGREEN DR NE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS MEIJER | ||||||||
| PO BOX 230345 | GRAND RAPIDS | MI | 49523 | CHAIR | 0.10 | $0 | $0 | $0 |
| KENDALL MEIJER | ||||||||
| PO BOX 230345 | GRAND RAPIDS | MI | 49523 | VICE-CHAIR | 0.10 | $0 | $0 | $0 |
| DAVID HOOKER | ||||||||
| PO BOX 230345 | GRAND RAPIDS | MI | 49523 | PRESIDENT | 0.45 | $10,379 | $0 | $0 |
| HILARY ROELOFS | ||||||||
| PO BOX 230345 | GRAND RAPIDS | MI | 49523 | TREASURER | 0.23 | $2,837 | $0 | $0 |
| AMY SCHMIDT | ||||||||
| PO BOX 230345 | GRAND RAPIDS | MI | 49523 | SECRETARY | 0.19 | $1,204 | $0 | $0 |
| BETH SNYDER | ||||||||
| PO BOX 230345 | GRAND RAPIDS | MI | 49523 | PROGRAM MANAGER | 2.00 | $17,250 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | |||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT FEES | $117,357 |
| GREENVILLE PARTNERS LLC | |||||
| PO BOX 150859 | GRAND RAPIDS | MI | 49523 | ADMINISTRATIVE & INVESTMENT FEES | $90,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,881,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,417,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,299,641 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,299,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $694,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,605,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,280,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,280,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,816 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,816 | TotalTaxAmt |
| Distributable Before Adj | $2,201,441 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,201,441 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,201,441 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,125,628 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,125,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,201,441 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,895,080 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,125,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,895,080 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $230,548 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,970,893 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALANO CLUB OF KENT COUNTY | ||||||
| 1020 COLLEGE AVE NE | GRAND RAPIDS | MI | 49503 | PC | PROJECT/PROGRAM SUPPORT | $50,000 |
| ALLARTWORKS FOUNDATION | ||||||
| 333 CESAR E CHAVEZ AVE SW SUITE 100 | GRAND RAPIDS | MI | 49503 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| BEER CITY DOG BISCUITS | ||||||
| 3029 COIT AVENUE NE | GRAND RAPIDS | MI | 49505 | PC | CAPITAL CAMPAIGN | $500,000 |
| BISSELL PET CHARITIES | ||||||
| 2345 WALKER AVE NW | GRAND RAPIDS | MI | 49544 | PC | PROJECT/PROGRAM SUPPORT | $50,000 |
| BLESSINGS IN A BACKPACK | ||||||
| 111 E WAYNE ST STE 555 | FORT WAYNE | IN | 46802 | PC | PROJECT/PROGRAM SUPPORT | $10,000 |
| BOYS & GIRLS CLUBS OF GRAND RAPIDS YOUTH COMMONWEALTH | ||||||
| 235 STRAIGHT AVE NW | GRAND RAPIDS | MI | 49504 | PC | PROJECT/PROGRAM SUPPORT | $35,000 |
| CAROLINE'S PEACH FOUNDATION | ||||||
| 496 LINCOLN AVENUE | HOLLAND | MI | 49423 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| GRAND RAPIDS GRIFFINS YOUTH FOUNDATION | ||||||
| 130 FULTON ST W STE 111 | GRAND RAPIDS | MI | 49503 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HOOF & PAW HORSE HAVEN | ||||||
| 2553 EAST OAKWOOD ROAD | OXFORD | MI | 48371 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| HOPE NETWORK FOUNDATION | ||||||
| PO BOX 890 | GRAND RAPIDS | MI | 49518 | PC | PROJECT/PROGRAM SUPPORT | $35,000 |
| I UNDERSTAND | ||||||
| 630 KENMOOR AVE SE STE 100 | GRAND RAPIDS | MI | 49546 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| KENT COUNTY YOUTH AGRICULTURAL ASSOCIATION | ||||||
| PO BOX 288 | LOWELL | MI | 49331 | PC | CAPITAL CAMPAIGN | $50,000 |
| MAKE-A-WISH MICHIGAN | ||||||
| 20750 CIVIC CENTER DRIVE | SOUTHFIELD | MI | 48076 | PC | PROJECT/PROGRAM SUPPORT | $130,000 |
| NEW YORK-PRESBYTERIAN FUND INC | ||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | PC | PROJECT/PROGRAM SUPPORT | $200,000 |
| PINE REST CHRISTIAN MENTAL HEALTH SERVICES | ||||||
| PO BOX 165 | GRAND RAPIDS | MI | 49501 | PC | CAPITAL CAMPAIGN | $600,000 |
| THE CHICAGO COMMUNITY FOUNDATION (DOUG MEIJER GIVING FUND) | ||||||
| 33 SOUTH STATE STREET STE 750 | CHICAGO | IL | 60603 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| THE CHICAGO COMMUNITY FOUNDATION (KENDALL MEIJER GIVING FUND) | ||||||
| 33 SOUTH STATE STREET STE 750 | CHICAGO | IL | 60603 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,987,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $884,470 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,224,987 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,109,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,109,457 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,556 | Amt |
| Net Investment Income | $4,778 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,778 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFO DOUBLELINE FUNDS TRUST CORE FIXED - DBLFX | $5,908,612 | $5,908,612 |
| MFO PAYDEN & RYGEL INVT GROUP HIGH INC FD SI - PYCHX | $1,976,652 | $1,976,652 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (94 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFO DFA INVT DIMENSIONS GROUP INC - DFCEX | $1,813,944 | $1,813,944 |
| MFO FIDELITY ADVISOR SER VIII EMERGING MKTS FD CL I - FIMKX | $1,890,577 | $1,890,577 |
| ADR - CODYY | $99,719 | $99,719 |
| ADR 3I GROUP - TGOPY | $95,739 | $95,739 |
| ADR ADYEN N V - ADYEY | $80,760 | $80,760 |
| ADR AKZO NOBEL N V SPONSORED ADR - AKZOY | $98,434 | $98,434 |
| ADR ANHEUSER BUSCH INBEV SA/NV - BUD | $71,533 | $71,533 |
| ADR ARCELORMITTAL N Y REGISTRY SHS N Y REGISTRY SHS NEW 2017 - MT | $25,884 | $25,884 |
| ADR ASM INTERNATIONAL NV ASM - ASMIY | $63,360 | $63,360 |
| ADR ASTRAZENECA PLC - AZN | $253,175 | $253,175 |
| ADR BAE SYS PLC - BAESY | $152,045 | $152,045 |
| ADR BARCLAYS PLC - BCS | $139,441 | $139,441 |
| ADR BNP PARIBAS - BNPQY | $121,534 | $121,534 |
| ADR BP P L C - BP | $88,596 | $88,596 |
| ADR BRIT AMERN TOB PLC - BTI | $42,566 | $42,566 |
| ADR CAPGEMINI S E - CGEMY | $80,087 | $80,087 |
| ADR DEUTSCHE BOERSE - DBOEY | $58,443 | $58,443 |
| ADR DEUTSCHE TELEKOM AG - DTEGY | $91,462 | $91,462 |
| ADR E ON SE - EONGY | $26,800 | $26,800 |
| ADR ENEL SOCIETA PER AZIONIR - ENLAY | $40,534 | $40,534 |
| ADR EUROBANK ERGASIAS SVCS & HLDGS S A - EGFEY | $24,213 | $24,213 |
| ADR HEINEKEN N V - HEINY | $79,519 | $79,519 |
| ADR HEXAGON AB ADR - HXGBY | $51,210 | $51,210 |
| ADR ICICI BK LTD - IBN | $73,695 | $73,695 |
| ADR INFINEON TECHNOLOGIES AG - IFNNY | $93,150 | $93,150 |
| ADR ING GROEP N V - ING | $38,248 | $38,248 |
| ADR KERING S A ADR - PPRUY | $241,970 | $241,970 |
| ADR LVMH MOET HENNESSY LOUIS VUITTON ADR - LVMUY | $27,447 | $27,447 |
| ADR MITSUBISHI HEAVY INDS LTD ADS - MHVIY | $141,212 | $141,212 |
| ADR MURATA MFG CO LTD ADR - MRAAY | $14,636 | $14,636 |
| ADR NATIONAL GRID PLC - NGG | $83,434 | $83,434 |
| ADR NINTENDO LTD ADR - NTDOY | $81,029 | $81,029 |
| ADR NOVO-NORDISK A S ADR - NVO | $134,781 | $134,781 |
| ADR PRUDENTIAL PLC ADR ISIN - PUK | $71,358 | $71,358 |
| ADR RECKITT BENCKISER GROUP PLC - RBGLY | $137,091 | $137,091 |
| ADR RELX PLC SPONSORED ADR - RELX | $77,323 | $77,323 |
| ADR RENESAS ELECTRONICS - RNECY | $140,828 | $140,828 |
| ADR RHEINMETALL ADR - RNMBY | $54,825 | $54,825 |
| ADR ROCHE HLDG LTD - RHHBY | $141,869 | $141,869 |
| ADR SAFRAN ADR - SAFRY | $139,367 | $139,367 |
| ADR SEA LTD ADR - SE | $146,961 | $146,961 |
| ADR SHINHAN FINL GROUP CO LTD - SHG | $34,323 | $34,323 |
| ADR SMC - SMCAY | $91,866 | $91,866 |
| ADR SMITH & NEPHEW GROUP P L C - SNN | $29,135 | $29,135 |
| ADR SMITHS GROUP PLC - SMGZY | $16,016 | $16,016 |
| ADR SOCIETE GENERALE FRANCE - SCGLY | $57,623 | $57,623 |
| ADR SUMITOMO MITSUI FINL GROUP INC - SMFG | $34,871 | $34,871 |
| ADR TENCENT HLDGS LTD ADR - TCEHY | $161,291 | $161,291 |
| ADR UNICREDIT SPA ADR NEW 2017 - UNCRY | $85,221 | $85,221 |
| ADR UNITED OVERSEAS BK LTD - UOVEY | $43,171 | $43,171 |
| ALSTOM ADR - ALSMY | $177,091 | $177,091 |
| AON PLC - 1792548D | $52,579 | $52,579 |
| ARCH CAPITAL GROUP LTD. CMN - ACGL | $94,673 | $94,673 |
| ASML HOLDING NV-NY REG SHS - ASML | $142,291 | $142,291 |
| BARRICK MINING - B | $26,696 | $26,696 |
| BERKELEY GROUP HLDGS PLC ADR - BKGFY | $30,063 | $30,063 |
| CANADIAN NAT RES LTD - CNQ | $55,150 | $55,150 |
| CANADIAN PAC KANS CITY LTD - CP | $171,576 | $171,576 |
| CARNIVAL CORPORATION CMN - CCL | $100,446 | $100,446 |
| COUPANG INC - CPNG | $81,834 | $81,834 |
| DAIMLER TRUCK - SPON ADR - DTRUY | $8,604 | $8,604 |
| DEUTSCHE BANK AG-REGISTERED - DB | $50,436 | $50,436 |
| DIAGEO PLC SPONSORED ADR NEW - DEO | $77,816 | $77,816 |
| EXPERIAN PLC - EXPGY | $54,565 | $54,565 |
| FANUC - FANUY | $119,468 | $119,468 |
| FERGUSON ENTERPRISES INC - FERG | $72,577 | $72,577 |
| FERRARI N V FERRARI N V - RACE | $55,434 | $55,434 |
| KDDI CORP-UNSPONSORED ADR - KDDIY | $40,822 | $40,822 |
| KONINKLIJKE PHILIPS NV - PHG | $88,443 | $88,443 |
| LINDE PLC CMN - LIN | $75,045 | $75,045 |
| MERCADOLIBRE INC - MELI | $66,471 | $66,471 |
| MFO DFA INVT DIMENSIONS GROUP INC INTL - DISVX | $1,427,185 | $1,427,185 |
| MONDAY - MNDY | $39,694 | $39,694 |
| NATWEST GROUP PLC SPON ADS EACH REPR 2 ORD SHS WI - NWG | $41,038 | $41,038 |
| NTHN CASH MANAGEMENT ACCOUNT - BNGXX | $185,248 | $185,248 |
| NU HOLDINGS LTD/CAYMAN ISL-A - NU | $89,643 | $89,643 |
| PHILIP MORRIS INTL INC CMN - PM | $140,018 | $140,018 |
| PT BANK MANDIRI TBK UNSPON ADR - PPERY | $11,486 | $11,486 |
| ROLLS ROYCE HOLDINGS PLC - RYCEY | $311,177 | $311,177 |
| SANOFI SPONSORED ADR - SNY | $79,474 | $79,474 |
| SAP SE-SPONSORED ADR - SAP | $212,303 | $212,303 |
| SEAGATE TECHNOLOGY HOLDINGS - STX | $103,549 | $103,549 |
| SHOPIFY INC CMN CLASS A - SHOP | $78,231 | $78,231 |
| SIEMENS ENERGY AG ADR - SMNEY | $283,523 | $283,523 |
| SMURFIT WESTROCK LTD - SW | $68,871 | $68,871 |
| SOMPO HOLDINGS INC ADR UNSP ADR EACH REP 0.50 ORD - SMPNY | $60,639 | $60,639 |
| SPOTIFY TECHNOLOGY SA - SPOT | $98,721 | $98,721 |
| STANDARD CHARTERED PLC ADR - SCBFY | $55,989 | $55,989 |
| TAIWAN SEMICONDUCTOR-SP ADR - TSM | $254,412 | $254,412 |
| UBS GROUP AG - UBS | $96,278 | $96,278 |
| WASTE CONNECTIONS INC - WCN | $52,433 | $52,433 |
| MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD- IGF | $868,183 | $868,183 |
| ISHARES CORE S P 500 ETF - IVV | $21,018,069 | $21,018,069 |
| MFO DFA U.S SMALL CAP VALUE PORTFOLIO - DFSVX | $1,870,991 | $1,870,991 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TECHNOLOGY EXPENSE | $5,548 | $0 | $5,548 |
| BANK SERVICE CHARGES | $61,338 | $30,669 | $30,669 |
| INSURANCE EXPENSE | $6,076 | $0 | $6,076 |
| MARKETING EXPENSE | $452 | $0 | $452 |
| MISCELLANEOUS EXPENSE | $165 | $0 | $165 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NORTHERN TRUST | $0 | $3,837 | $0 |
| STATE STREET REAL ASSET NON-LENDING COMMON TRUST FUND | $0 | -$887 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CAPITAL GAIN | Desc |
| Amt | $1,599,302 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $3,000 | $3,000 | $0 |
| INVESTMENT MANAGEMENT FEES | $47,385 | $117,357 | $0 |
| PROGRAM MANAGEMENT FEES | $123,350 | $29,315 | $90,440 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAXES | $100,000 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $20,064 | $0 |