Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 07-01-2010 , and ending 06-30-2011
G
Check all that apply:
Name of foundation
John E Fetzer Institute Inc
 

Number and street (or P.O. box number if mail is not delivered to street address)9292 West KL Avenue   Room/suite
City or town, state, and ZIP code
Kalamazoo, MI490095316
A Employer identification number

38-6052788
B Telephone number (see page 10 of the instructions)

(269) 375-2000
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$442,277,957J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,001,935
2 Check bullet
3 Interest on savings and temporary cash investments 413 413 413
4 Dividends and interest from securities...... 5,506,580 5,506,580 5,506,580
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 18,738,092
b Gross sales price for all assets on line 6a 128,481,330
7 Capital gain net income (from Part IV, line 2)... 18,738,092
8 Net short-term capital gain......... 3,111,944
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 41,692   41,692
12 Total. Add lines 1 through 11........ 27,288,712 24,245,085 8,660,629
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,252,877 91,829 91,829 2,161,048
14 Other employee salaries and wages...... 3,369,608     3,369,608
15 Pension plans, employee benefits....... 2,230,773 27,424 27,424 2,201,966
16a Legal fees (attach schedule)......... Click to see attachment 102,329 0 0 88,144
b Accounting fees (attach schedule)....... Click to see attachment 52,806 10,762 10,762 37,884
c Other professional fees (attach schedule).... Click to see attachment 2,601,811 893,524 893,524 1,710,144
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1,034,199     233,000
19 Depreciation (attach schedule) and depletion... Click to see attachment 821,498    
20 Occupancy.............. 586,425     560,199
21 Travel, conferences, and meetings....... 639,337 19,615 19,615 625,551
22 Printing and publications.......... 81,177     78,936
23 Other expenses (attach schedule)....... Click to see attachment 7,024,759 12,544 12,544 7,940,478
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,797,599 1,055,698 1,055,698 19,006,958
25 Contributions, gifts, grants paid........ 1,824,264 1,837,628
26 Total expenses and disbursements. Add lines 24 and 25 22,621,863 1,055,698 1,055,698 20,844,586
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,666,849
b Net investment income (if negative, enter -0-) 23,189,387
c Adjusted net income (if negative, enter -0-)... 7,604,931
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 437,950 282,743 282,743
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   90,000    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet1,030,000
Less: allowance for doubtful accounts bullet   1,030,000 1,030,000 1,030,000
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 344,141 371,190 371,190
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 283,220,299 Click to see attachment353,477,892 353,477,892
c Investments—corporate bonds (attach schedule)........ 64,342,298 Click to see attachment60,004,231 60,004,231
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 17,543,197 Click to see attachment13,112,818 13,112,818
14 Land, buildings, and equipment: basis bullet25,044,773
Less: accumulated depreciation (attach schedule) bullet14,237,056 10,483,153 Click to see attachment10,807,717 10,807,717
15 Other assets (describe bullet) Click to see attachment2,643,778 Click to see attachment3,191,366 Click to see attachment3,191,366
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 380,134,816 442,277,957 442,277,957
Liabilities 17 Accounts payable and accrued expenses.......... 2,879,081 1,385,005
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,189,256 Click to see attachment3,413,737
23 Total liabilities (add lines 17 through 22).......... 5,068,337 4,798,742
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 375,061,479 437,474,215
25 Temporarily restricted................ 5,000 5,000
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 375,066,479 437,479,215
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 380,134,816 442,277,957
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 375,066,479
2 Enter amount from Part I, line 27a...................... 2 4,666,849
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 57,745,887
4 Add lines 1, 2, and 3.......................... 4 437,479,215
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 437,479,215
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a NORTHERN TRUST COMPANY - SHORT TERM      
b NORTHERN TRUST COMPANY - LONG TERM      
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 37,925,087   34,813,143 3,111,944
b 90,556,243   74,930,095 15,626,148
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       3,111,944
b       15,626,148
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 18,738,092
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3 3,111,944
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 20,834,218 371,923,262 0.056018
2008 21,069,600 342,409,460 0.061533
2007 19,400,536 462,425,300 0.041954
2006 16,558,108 438,271,266 0.037781
2005 15,398,142 386,105,149 0.039881
2 Total of line 1, column (d) ...................... 2 0.237167
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.047433
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 404,943,728
5 Multiply line 4 by line 3....................... 5 19,207,696
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 231,894
7 Add lines 5 and 6......................... 7 19,439,590
8 Enter qualifying distributions from Part XII, line 4.............. 8 21,990,648
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 231,894
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 231,894
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 231,894
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 88,195
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 88,195
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 3,236
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 146,935
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletMI
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.FETZER.ORG
    14
    The books are in care ofbulletCHRISTINA M ADAMS VP-FINANCE Telephone no.bullet (269) 375-2000
    Located atbullet9292 W KL AVEKalamazooMI ZIP+4bullet490095316
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    THOMAS F BEECHClick to see attachment PRESIDENT EMERITUS
    40.0     		544,816 67,199 28,942
    3428 BRONSON BLVD
    KALAMAZOO,MI49008
    ROBERT F LEHMANClick to see attachment CHAIRMAN OF BOARD
    40.0     		264,822 26,482 22,502
    1431 Edgemoor Ave
    Kalamazoo,MI49008
    JANIS A CLAFLINClick to see attachment VICE CHAIRMAN
    10.0     		64,800 0 0
    2508 TIMBERLINE
    AUSTIN,TX78746
    BRUCE F FETZERClick to see attachment TREASURER
    10.0     		64,800 0 0
    2285 CRIMORA
    SCHOOLCRAFT,MI49087
    FRANCES E VAUGHANClick to see attachment TRUSTEE
    7.0     		64,800 0 0
    4615 PARADISE DRIVE
    TIBURON,CA94920
    ANGELES ARRIENClick to see attachment TRUSTEE
    7.0     		64,800 0 0
    4000 BRIDGEWAY
    SAUSALITO,CA94965
    CAROLYN T BROWNClick to see attachment TRUSTEE
    7.0     		64,800 0 0
    1225 EDGEVALE RD
    SILVER SPRING,MD20910
    BRUCE M CARLSONClick to see attachment TRUSTEE
    7.0     		64,800 0 0
    1345 WATERFORD DRIVE
    GOLDEN VALLEY,MN55422
    LAWRENCE E SULLIVANClick to see attachment PRESIDENT & TRUSTEE
    40.0     		504,520 37,315 46,956
    2714 CLOVELLY
    KALAMAZOO,MI49008
    LYNNE TWISTClick to see attachment TRUSTEE
    7.0     		64,800 0 0
    3 FIFTH AVENUE
    SAN FRANCISCO,CA94118
    KATHLEEN M CAVANAUGHClick to see attachment SECRETARY
    40.0     		116,190 11,619 14,528
    2333 WAITE
    KALAMAZOO,MI49008
    CHRISTINA M ADAMSClick to see attachment ASSISTANT TREASURER
    40.0     		212,144 21,214 22,485
    8544 SIERRA MADRE
    KALAMAZOO,MI49009
    TIMOTHY J JONESClick to see attachment VICE PRES. OPERATION
    40.0     		156,785 15,678 22,238
    10020 WEST L AVE
    KALAMAZOO,MI49009
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    SHIRLEY SHOWALTER PROGRAM OFFICER
    40.0     		229,899 2,258 20,918
    9359 STRATFORD WOODS TR
    KALAMAZOO,MI49009
    DAVID G ADDISS SR. PROGRAM OFFICER
    40.0     		198,920 1,983 20,918
    1626 GROVE ST
    KALAMAZOO,MI49006
    GUILLERMINA HERNANDEZ-GALLEGOS SR. PROGRAM OFFICER
    40.0     		188,169 1,983 20,346
    15829 LOCKE LN
    RICHLAND,MI49083
    SUSAN J TRABUCCHI SR. PROGRAM OFFICER
    40.0     		180,847 1,983 20,346
    2350 ALAMO AVE
    KALAMAZOO,MI49006
    MARK E NEPO PROGRAM OFFICER
    40.0     		126,017 1,354 20,346
    6580 ROSE ARBOUR AVE
    KALAMAZOO,MI49009
    Total number of other employees paid over $50,000...................bullet 22
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    WGBH PROGRAM CONSULTING 614,664
    ONE GUEST STREET
    BOSTON,MA02135
    UNIVERSITY OF MARYLAND BALTIMORE FOUNDAT PROGRAM CONSULTING 609,513
    620 WEST LEXINGTON STREET ROOM 021
    BALTIMORE,MD21201
    TM GROUP INC PROGRAM CONSULTING 544,036
    34705 W TWELVE MILE ROAD SUITE 37
    FARMINGTON HILLS,MI48331
    MAY GENERAL CONTRACTING PROGRAM CONSULTING 516,180
    1822 ALAMO AVENUE
    KALAMAZOO,MI49006
    AMERICAN PUBLIC MEDIA PROGRAM CONSULTING 375,000
    CM-9788 PO BOX 70870
    ST PAUL,MN55170
    Total number of others receiving over $50,000 for professional services.............bullet64
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 ETHICS, LEADERSHIP AND DEMOCRACY: THE HEART OF THE LAW: SEE FOOTNOTE #1 609,840
    2 INTER-GENERATIONAL MENTORING COMMUNITY: FOSTERING AN EMERGENCE AND TRANSFER OF LEADERSHIP IN HIGHER EDUCTION: SEE FOOTNOTE #2 485,252
    3 SCIENTIFIC RESEARCH ON COMPASSIONATE LOVE: SEE FOOTNOTE #3 430,179
    4 CHARTER FOR COMPASSSION GLOBAL OUTREACH CAMPAIGN: SEE FOOTNOTE #4 400,490
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    410,753,766
    b
    Average of monthly cash balances.......................
    1b
    356,618
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    411,110,384
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    411,110,384
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    6,166,656
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    404,943,728
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    20,247,186
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
     
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
     
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
     
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    20,844,586
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
    1,146,062
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    21,990,648
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    231,894
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    21,758,754
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:2008, 2007, 2006 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 0
    b From 2006....... 0
    c From 2007....... 0
    d From 2008....... 0
    e From 2009....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 21,990,648
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2006.... 0
    b Excess from 2007.... 0
    c Excess from 2008.... 0
    d Excess from 2009....  
    e Excess from 2010.... 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
    7,604,931 8,804,166 7,986,858 14,972,869 39,368,824
    b 85% of line 2a ......... 6,464,191 7,483,541 6,788,829 12,726,939 33,463,500
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		21,990,648 20,884,353 21,069,600 19,400,536 83,345,137
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		1,837,628 1,476,607 1,150,089 1,181,734 5,646,058
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		20,153,020 19,407,746 19,919,511 18,218,802 77,699,079
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ...... 442,277,957 380,134,816 354,849,994   1,177,262,767
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		13,498,124 12,397,442 11,413,649 15,414,177 52,723,392
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN FRIENDS SERVICE COMMITTEE
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		  501(C)(3) CONFERENCES, SEMINARS & MEETINGS 48,650
    AMERICAN PUBLIC MEDIA
    CM-9788
    PO BOX 70870
    ST PAUL,MN551709788     		  501(C)(3) institutional support 75,000
    APPLE FARM COMMUNITY INC
    12291 HOFFMAN RD
    THREE RIVERS,MI490938931     		  501(C)(3) INSTITUTIONAL SUPPORT 6,700
    THE ASPEN INSTITUTE
    271 MADISON AVE STE 606
    NEW YORK,NY100161001     		  501(C)(3) conferences, seminars & meetings 17,000
    CARLETON COLLEGE
    ONE NORTH COLLEGE STREET
    NORTHFIELD,MN550574001     		  501(C)(3) Institutional Support 11,000
    Center for Mind-Body Medicine
    5225 CONNECTICUT AVE NW 1414
    WASHINGTON,DC20015     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    Church of the Epiphany
    410 ERIE STREET
    SOUTH HAVEN,MI49090     		  501(C)(3) INSTITUTIONAL SUPPORT 6,720
    Eastern National
    470 MARYLAND DRIVE
    FORT WASHINGTON,PA19034     		  501(C)(3) Institutional Support 13,000
    ERANOS FOUNDATION
    VIA BARAGGIE 3
    ASCONA   CH-6612
    SZ     		  501(C)(3) INSTITUTIONAL SUPPORT 200,000
    FEELGOOD
    2935 VANNESS AVE APT 9
    SAN FRANCISCO,CA94109     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    GLOBAL PEACE INITIATIVE OF WOMEN
    301 WEST 57TH STREET 3RD FLOOR
    NEW YORK,NY10022     		  501(C)(3) CONFERENCES, SEMINARS & MEETINGS 42,000
    GREATER KALAMAZOO UNITED WAY
    709 S WESTNEDGE AVE
    KALAMAZOO,MI490076003     		  501(C)(3) INSTITUTIONAL SUPPORT 27,055
    HERE CENTER FOR THE ARTS
    145 AVENUE OF THE AMERICAS
    NEW YORK,NY100131548     		  501(C)(3) INSTITUTIONAL SUPPORT 17,000
    INTERFAITH ACTION OF CENTRAL TEXAS (IACT)
    701 TILLERY STREET SUITE 8
    AUSTIN,TX787023738     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    INTERNATIONAL INSTITUTE FOR SUSTAINED DIALOGUE
    444 NORTH CAPITAL STREET NW STE 434
    WASHINGTON,DC200011512     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    IRA BLOCK FOUNDATION INC
    4 FILSON PLACE
    CINCINNATI,OH45202     		  501(C)(3) INSTITUTIONAL SUPPORT 50,000
    IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL
    359 S BURDICK ST SUITE 101
    KALAMAZOO,MI490074843     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    JEWISH FUNDS FOR JUSTICE
    330 7TH AVENUE STE 1902
    NEW YORK,NY10001     		  501(C)(3) INSTITUTIONAL SUPPORT 156,667
    KABULTEC INC
    PO BOX 2079
    FALLS CHURCH,VA22042     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    KALAMAZOO COLLEGE
    1200 ACADEMY STREET
    KALAMAZOO,MI490063268     		  501(C)(3) INSTITUTIONAL SUPPORT 350,500
    KALAMAZOO COMMUNITY FOUNDATION
    151 S ROSE ST STE 332
    KALAMAZOO,MI490074773     		  501(C)(3) COMMUNITY GIVING 301,456
    KIPP AUSTIN PUBLIC SCHOOLS
    8509 FM 969 BUILDING 513
    AUSTIN,TX78724     		  501(C)(3) INSTITUTIONAL SUPPORT 7,500
    LAKE OF THE ISLES LUTHERAN CHURCH
    2020 W LAKE OF THE ISLES PARKWAY
    MINNEAPOLIS,MN554052438     		  501(C)(3) INSTITUTIONAL SUPPORT 11,800
    CHINA EDUCATIONAL EXCHANGE
    1251 VIRGINIA AVENUE
    HARRISONBURG,VA22802     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    MT ZION BAPTIST CHURCH
    120 ROBERSON
    KALAMAZOO,MI490073557     		  501(C)(3) INSTITUTIONAL SUPPORT 28,996
    PACHAMAMA ALLIANCE
    PRESIDIO BLDG 1009
    PO BOX 29191
    SAN FRANCISCO,CA941299191     		  501(C)(3) INSTITUTIONAL SUPPORT 15,000
    ROCKWOOD LEADERSHIP INSTITUTE
    1648 MARTIN LUTHER KING JR WAY
    BERKELEY,CA94709     		  501(C)(3) conferences, seminars & meetings 49,900
    SCHWAB CHARITABLE FUND
    211 MAIN STREET
    SAN FRANCISCO,CA94105     		  501(C)(3) INSTITUTIONAL SUPPORT 6,308
    ST AUGUSTINE CATHEDRAL
    542 WEST MICHIGAN
    KALAMAZOO,MI49007     		  501(C)(3) INSTITUTIONAL SUPPORT 5,480
    THE FOUNDATION FOR SHAMANIC STUDIES
    PO BOX 1939
    MILL VALLEY,CA949421939     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    CONNECTIONS COMMUNITY CHURCH
    11500 NORTH US HIGHWAY 131
    SCHOOLCRAFT,MI49087     		  501(C)(3) INSTITUTIONAL SUPPORT 16,480
    THE PYAR FOUNDATION
    466 SUSSEX DR SW
    HUNTSVILLE,AL35824     		  501(C)(3) INSTITUTIONAL SUPPORT 7,500
    UNIVERSITY OF MISSISSIPPI FOUNDATION INC
    PO BOX 249
    UNIVERSITY,MS38677     		  501(C)(3) CONFERENCES, SEMINARS & MEETINGS 40,000
    UNION CONGREGATIONAL CHURCH
    401 LAKE AVE
    HACKENSACK,MN56452     		  501(C)(3) INSTITUTIONAL SUPPORT 14,200
    UNITARIAN UNIVERSALIST COMMUNITY CHURCH
    10441 SHAVER ROAD
    PORTAGE,MI490246745     		  501(C)(3) INSTITUTIONAL SUPPORT 12,000
    UNIVERSITY OF MIAMI
    PO BOX 248293
    CORAL GABLES,FL331245215     		  501(C)(3) CONFERENCES, SEMINARS & MEETINGS 25,000
    WESTERN MICHIGAN UNIVERSITY FOUNDATION
    1201 OLIVER STREET
    KALAMAZOO,MI490083804     		  501(C)(3) INSTITUTIONAL SUPPORT 42,852
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION
    353 EAST MICHIGAN AVENUE
    KALAMAZOO,MI490073832     		  501(C)(3) INSTITUTIONAL SUPPORT 11,160
    ZEN PEACEMAKERS
    177 RIPLEY ROAD
    MONTAGUE,MA013519541     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    MISCELLANEOUS
    AVAILABLE UPON REQUEST
    KALAMAZOO,MI49009     		  501(C)(3) VARIOUS 106,330
    Total .................................bullet 3a 1,813,254
    bApproved for future payment
    CENTER FOR CONTEMPLATIVE MIND IN SOCIETY
    15 CONZ STREET SUITE 1
    NORTHAMPTION,MA010604152     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    MISCELLANEOUS
    AVAILABLE UPON REQUEST
    KALAMAZOO,MI49009     		  501(C)(3) VARIOUS 1,010
    Total ..................................bullet 3b 11,010
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 413  
    4 Dividends and interest from securities....     14 5,506,580  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18   18,738,092
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aSALES: VIDEOS         2,434
    bRETURNED PROGRAM FUNDS         37,668
    cROYALTIES         1,264
    dOTHER MISC.         326
    e
    12 Subtotal. Add columns (b), (d), and (e)..   5,506,993 18,779,784
    13Total. Add line 12, columns (b), (d), and (e)...................
    1324,286,777
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    11 REVENUE FROM THE SALE OF MISCELLANEOUS PUBLICATIONS OF RESEARCH FINDINGS AND EDUCATIONAL MATERIAL RELATING TO THE RELATIONSHIP BETWEEN THE PHYSICAL, MENTAL, EMOTIONAL, AND SPIRITUAL DIMENSIONS OF HUMAN EXPERIENCE. ALSO INCLUDES PROJECT FUNDS RETURNED TO THE INSTITUTE AFTER THE COMPLETION OF WORK - ALL FUNDS ARE RETURNED TO THE BUDGET FOR USE IN OTHER PROJECTS RELATING TO THE INSTITUTE'S MISSION.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    CENTER FOR COURAGE 501(C)(3),509(A)(1) ONGOING FUNDING OF CENTER BY
    AND RENEWAL AND 170(B)(1)(A)(II) INSTITUTE
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    John E Fetzer Institute Inc
     
    Employer identification number

    38-6052788
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    John E Fetzer Institute Inc
          		Employer identification number

    38-6052788
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    JOHN E FETZER MEMORIAL TRUST    
    PO BOX 117
       
    VICKSBURG, MI   49097

    		$3,000,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    John E Fetzer Institute Inc
          		Employer identification number

    38-6052788
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    John E Fetzer Institute Inc
          		Employer identification number

    38-6052788
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT AND TAX SERVICES 52,806 10,762 10,762 37,884

    TY 2010 AllOthProgRltdInvestmentsSch
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount
    NONE  

    TY 2010 CompensationExplanation
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Person Name Explanation
    THOMAS F BEECH The Foundation is an accrual basis taxpayer and reports officer compensation in column (c) of Part VIII, line 1 under such method. During the fiscal year ended June 30, 2011, $546,553 of previously accrued deferred compensation was paid out to Thomas F. Beech. Of this total, $417,415 had been constructively received by Mr. Beech during the fiscal year ended June 30, 2008 and, accordingly, was reported on his Form W-2 for that calendar year. The remaining $129,138 was earned in and accrued over the forty-one month period commencing February 2008, and will be reported on his calendar 2011 Form W-2.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 DepreciationSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2010 GeneralExplanationAttachment
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Identifier Return Reference Explanation
    Form 990-PF, Footnote #1 PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES FOOTNOTE #1 - ETHICS, LEADERSHIP AND DEMOCRACY: THE HEART OF THE LAW: THIS PROJECT SUPPORTS THE LAW, LEADERSHIP AND PROFESSIONALISM INITIATIVE AT THE UNIVERSITY OF MARYLAND SCHOOL OF LAW. THE INITIATIVE EXAMINES THREE DIFFERENT ELEMENTS OF THE LAWYER'S COMPLEX ROLE IN RELATIONSHIP TO CLIENTS AND SOCIETY: LAWYERS AS LEADERS, PROFESSIONALISM IN PRACTICE, AND CROSS-CULTURAL LEADERSHIP, PROFESSIONALISM AND DEMOCRACY BUILDING.
    Form 990-PF, Footnote #2 PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES FOOTNOTE #2 - INTER-GENERATIONAL MENTORING COMMUNITY: FOSTERING AN EMERGENCE AND TRANSFER OF LEADERSHIP IN HIGHER EDUCATION: THIS PROJECT SEEKS TO ENCOURAGE THE FORMATION OF A NEW GENERATION OF EDUCATIONAL LEADERSHIP, LOOKING AT EDUCATING THE WHOLE PERSON BY INTEGRATING THE INNER LIFE AND THE OUTER LIFE, ACTUALIZING INDIVIDUAL AND GLOBAL AWAKENING, AND PARTICIPATING IN COMPASSIONATE COMMUNITIES.
    Form 990-PF, Footnote #3 PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES FOOTNOTE #3 - SCIENTIFIC RESEARCH ON COMPASSIONATE LOVE: THIS PROJECT INVOLVES A SERIES OF SCIENTIFIC STUDIES ON COMPASSIONATE LOVE. THE GOALS ARE TO ENCOURAGE A SCIENTIFIC COMMUNITY ASKING DIFFICULT BUT IMPORTANT QUESTIONS, FURTHERING OUR UNDERSTANDING OF THE FACTORS AND CONSEQUENCES OF LOVE IN HUMANS.
    FORM 990-PF, FOOTNOTE #4 PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES FOOTNOTE #4 - CHARTER FOR COMPASSION GLOBAL OUTREACH CAMPAIGN: THE PURPOSE OF THIS PROJECT IS TO RAISE AWARENESS OF THE CHARTER FOR COMPASSION AND SUPPORT INDIVIDUAL AND COMMUNITY EFFORTS TO ADOPT THE CHARTER. THE FOCUS OF THIS PROJECT IS ON THREE SPECIFIC CONSTITUENCIES - RELIGIOUS COMMUNITIES, YOUTH, AND CITIES OR GOVERNMENTS.

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NORTHERN TRUST GOVT BONDS 60,001,955 60,001,955
    NORTHERN TRUST CORPORATE BONDS 2,276 2,276
    MORLEY STABLE VALUE FUND 0 0

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Name of Stock End of Year Book Value End of Year Fair Market Value
    NORTHERN TRUST PORTFOLIO 353,477,892 353,477,892

    TY 2010 InvestmentsOtherSchedule2
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SHORT TERM INV - NORTHERN   11,627,933 11,627,933
    REAL ESTATE PARTNERSHIPS   1,484,885 1,484,885

    TY 2010 LandEtcSchedule2
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2010 LegalFeesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 102,329     88,144


    TY 2010 OtherAssetsSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INVESTMENT INCOME 793,778 991,366 991,366
    INVESTMENT IN JFI HOLDING CO 1,850,000 2,200,000 2,200,000


    TY 2010 OtherExpensesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 108,743 261 261 107,479
    TELEPHONE & COMPUTER SERVICES 416,106     406,959
    POSTAGE 40,686 188 188 38,976
    EQUIPMENT MAINTENANCE 164,890     160,152
    MEMBERSHIPS 78,661 11,436 11,436 66,282
    LIBRARY 96,471 659 659 92,562
    TRAINING/EMPLOYEE DEVELOPMENT 34,200     33,973
    CAFETERIA 116,573     114,744
    INSURANCE/PROPERTY TAXES 146,439     146,439
    PUBLIC RELATIONS 78,082     54,203
    CONTRACTED RESEARCH SERVICES 5,729,634     6,704,435
    MISCELLANEOUS 14,274     14,274


    TY 2010 OtherIncomeSchedule2
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 1,264   1,264
    sales: videos 2,434   2,434
    RETURNED PROGRAM FUNDS 37,668   37,668
    OTHER MISCELLANEOUS 326   326


    TY 2010 OtherIncreasesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Amount
    UNREALIZED GAINS 57,745,887


    TY 2010 OtherLiabilitiesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Beginning of Year - Book Value End of Year - Book Value
    POST RETIREMENT HEALTH BENEFIT 2,189,256 2,527,737
    DEFERRED EXCISE TAX 0 886,000


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT & CUSTODIAL 967,063 892,601 892,601 946,063
    CONSULTANTS 1,634,748 923 923 764,081


    TY 2010 TaxesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 233,000     233,000
    UNRELATED BUSINESS TAXES 801,199