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
2011
For calendar year 2011, or tax year beginning 07-01-2011 , and ending 06-30-2012
G
Check all that apply:
Name of foundation
John E Fetzer Institute Inc
 
% CHRISTINA M ADAMS VP-FINAN
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$419,435,133J 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) 2,800,547
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 4,742,699 4,742,699 4,742,699
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,920,061
b Gross sales price for all assets on line 6a 119,220,775
7 Capital gain net income (from Part IV, line 2)... 3,920,061
8 Net short-term capital gain.........  
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 820,774   7,838
12 Total. Add lines 1 through 11........ 12,284,081 8,662,760 4,750,537
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,884,263 98,914 98,914 1,785,349
14 Other employee salaries and wages...... 3,067,070     3,067,070
15 Pension plans, employee benefits....... 2,180,280 28,086 28,086 2,154,386
16a Legal fees (attach schedule)......... Click to see attachment 105,150 0 0 111,371
b Accounting fees (attach schedule)....... Click to see attachment 51,854 10,351 10,351 45,663
c Other professional fees (attach schedule).... Click to see attachment 4,206,326 940,567 940,567 3,377,004
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 163,935     163,935
19 Depreciation (attach schedule) and depletion... Click to see attachment 887,552    
20 Occupancy.............. 899,051     895,893
21 Travel, conferences, and meetings....... 748,982 27,806 27,806 737,449
22 Printing and publications.......... 13,732     76,984
23 Other expenses (attach schedule)....... Click to see attachment 5,129,356 9,303 9,303 4,956,565
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,337,551 1,115,027 1,115,027 17,371,669
25 Contributions, gifts, grants paid........ 1,646,852 1,658,062
26 Total expenses and disbursements. Add lines 24 and 25 20,984,403 1,115,027 1,115,027 19,029,731
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,700,322
b Net investment income (if negative, enter -0-) 7,547,733
c Adjusted net income (if negative, enter -0-)... 3,635,510
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
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.......... 282,743 325,306 325,306
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet1,000,000
Less: allowance for doubtful accounts bullet   1,030,000 Click to see attachment1,000,000 1,000,000
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 371,190 452,947 452,947
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 353,477,892 Click to see attachment339,081,358 339,081,358
c Investments—corporate bonds (attach schedule)........ 60,004,231 Click to see attachment54,129,146 54,129,146
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 13,112,818 Click to see attachment11,166,623 11,166,623
14 Land, buildings, and equipment: basis bullet25,580,077
Less: accumulated depreciation (attach schedule) bullet15,037,355 10,807,717 Click to see attachment10,542,722 10,542,722
15 Other assets (describe bullet) Click to see attachment3,191,366 Click to see attachment2,737,031 Click to see attachment2,737,031
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 442,277,957 419,435,133 419,435,133
Liabilities 17 Accounts payable and accrued expenses.......... 1,385,005 1,337,038
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 attachment3,413,737 Click to see attachment3,451,203
23 Total liabilities (add lines 17 through 22).......... 4,798,742 4,788,241
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 437,474,215 414,641,892
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).................... 437,479,215 414,646,892
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 442,277,957 419,435,133
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)............... 1 437,479,215
2 Enter amount from Part I, line 27a..................... 2 -8,700,322
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 428,778,893
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 14,132,001
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 414,646,892
Form 990-PF (2011)
Form 990-PF (2011)
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 31,779,296   32,192,222 -412,926
b 87,441,479   83,108,492 4,332,987
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       -412,926
b       4,332,987
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 3,920,061
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 -412,926
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))
2010 21,758,754 404,943,728 0.053733
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
2 Total of line 1, column (d) ...................... 2 0.251019
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 0.050204
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 397,892,328
5 Multiply line 4 by line 3....................... 5 19,975,786
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 75,477
7 Add lines 5 and 6......................... 7 20,051,263
8 Enter qualifying distributions from Part XII, line 4.............. 8 20,132,132
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 (2011)
Form 990-PF (2011)
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 75,477
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 75,477
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 75,477
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 160,000
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.............. 7 160,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 84,523
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet84,523 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 2011 or the taxable year beginning in 2011 (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 2011, 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 (2011)
    Form 990-PF (2011)
    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 2011?.............
    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 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    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 2011 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 2011.)....................
    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 2011?
    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 (2011)
    Form 990-PF (2011)
    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 BEECH PRESIDENT EMERITUS
    40.0     		13,322 1,332  
    3428 BRONSON BLVD
    KALAMAZOO,MI49008
    ROBERT F LEHMAN CHAIRMAN OF BOARD
    40.0     		263,115 26,312 24,087
    1431 Edgemoor Ave
    Kalamazoo,MI49008
    JANIS A CLAFLIN VICE CHAIRMAN
    8.0     		64,800    
    2508 TIMBERLINE
    AUSTIN,TX78746
    BRUCE F FETZER TREASURER & TRUSTEE
    8.0     		64,800    
    2285 CRIMORA
    SCHOOLCRAFT,MI49087
    FRANCES E VAUGHAN TRUSTEE
    8.0     		64,800    
    4615 PARADISE DRIVE
    TIBURON,CA94920
    ANGELES ARRIEN TRUSTEE
    8.0     		64,800    
    4000 BRIDGEWAY
    SAUSALITO,CA94965
    CAROLYN T BROWN TRUSTEE
    8.0     		64,800    
    1225 EDGEVALE RD
    SILVER SPRING,MD20910
    BRUCE M CARLSON TRUSTEE
    8.0     		64,800    
    1345 WATERFORD DRIVE
    GOLDEN VALLEY,MN55422
    LAWRENCE E SULLIVAN PRESIDENT & TRUSTEE
    40.0     		491,327 24,461 52,730
    2714 CLOVELLY
    KALAMAZOO,MI49008
    LYNNE TWIST TRUSTEE
    8.0     		64,800    
    3 FIFTH AVENUE
    SAN FRANCISCO,CA94118
    KATHLEEN M CAVANAUGH SECRETARY
    40.0     		121,204 12,120 15,304
    2333 WAITE
    KALAMAZOO,MI49008
    CHRISTINA M ADAMS ASSISTANT TREASURER
    40.0     		206,241 20,624 24,072
    8544 SIERRA MADRE
    KALAMAZOO,MI49009
    TIMOTHY J JONES VICE PRESIDENT OPERATIONS
    40.0     		157,858 15,786 23,692
    10020 WEST L AVE
    KALAMAZOO,MI49009
    ROBERT BOISTURE TRUSTEE
    8.0     		43,200    
    3609 NORTH JEFFERSON STREET
    ARLINGTON,VA22207
    ALISON J EDWARDS VICE PRESIDENT PROGRAMS
    40.0     		134,396 13,440 15,581
    9292 W KL AVENUE
    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
    WAYNE RAMSEY DIRECTOR OF RESEARCH
    40.0     		125,285 12,529 23,300
    2830 DUKE STREET
    KALAMAZOO,MI49008
    BRAD MILLER CONTROLLER
    40.0     		102,716 10,272 23,110
    50340 MEADOW OAK TRAIL
    MATTAWAN,MI49071
    JULIE GANT DIRECTOR OF IS
    40.0     		95,204 9,520 15,023
    1505 HIGHGATE ROAD
    KALAMAZOO,MI49006
    DEBORAH HIGGINS DIRECTOR OF PROGRAMS
    40.0     		95,040 9,504 23,227
    3110 AUDUBON DRIVE
    KALAMAZOO,MI49008
    GILLIAN GONDA PROGRAM OFFICER
    40.0     		84,318 8,432 22,970
    3215 LITES END COURT
    PORTAGE,MI49024
    Total number of other employees paid over $50,000...................bullet 23
    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
    BOARD OF REGENTS - UNIVER OF WISCONSIN 0 950,000
    21 NORTH PARK STREET STE 6401
    MADISON,WI53715
    MAY GENERAL CONTRACTING 0 739,978
    1822 ALAMO AVENUE
    KALAMAZOO,MI49006
    TM GROUP INC 0 501,487
    2755 EXECUTIVE DRIVE STE 100
    FARMINGTON HILLS,MI48331
    THE SAPLING FOUNDATION 0 360,000
    250 HUDSON STREET STE 1002
    NEW YORK,NY10013
    KALAMAZOO COMMUNITY FOUNDATION 0 289,604
    151 S ROSE STREET STE 332
    KALAMAZOO,MI49007
    Total number of others receiving over $50,000 for professional services.............bullet52
    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 NEUROSCIENCE OF COMPASSION, LOVE & FORGIVENESS SEE FOOTNOTE #1 950,000
    2 FOSTERING AN EMERGENCE AND TRANSFER OF LEADERSHIP IN HIGHER EDUCATION SEE FOOTNOTE #2 205,369
    3 GLOBAL GATHERING 2012 SEE FOOTNOTE #3 699,837
    4 CHARTER FOR COMPASSSION OUTREACH INITIATIVE SEE FOOTNOTE #4 360,000
    Form 990-PF (2011)
    Form 990-PF (2011)
    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
    403,647,577
    b
    Average of monthly cash balances.......................
    1b
    304,025
    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
    403,951,602
    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
    403,951,602
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    6,059,274
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    397,892,328
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    19,894,616
    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 2011 from Part VI, line 5......
    2a
     
    b
    Income tax for 2011. (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
    19,029,731
    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
    1,102,401
    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
    20,132,132
    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
    75,477
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    20,056,655
    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 (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$  
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		 
    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) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 2011, 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) 2011 (b) 2010 (c) 2009 (d) 2008
    3,635,510 7,604,931 8,804,166 7,986,858 28,031,465
    b 85% of line 2a ......... 3,090,184 6,464,191 7,483,541 6,788,829 23,826,745
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		20,132,132 21,990,648 20,884,353 21,069,600 84,076,733
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		1,658,062 1,837,628 1,476,607 1,150,089 6,122,386
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		18,474,070 20,153,020 19,407,746 19,919,511 77,954,347
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ...... 419,435,133 442,277,957 380,134,816 354,849,994 1,596,697,900
    (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...     		13,263,077 13,498,124 12,397,442 11,413,649 50,572,292
    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 (2011)
    Form 990-PF (2011)
    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
    APPLE FARM COMMUNITY INC
    12291 HOFFMAN RD
    THREE RIVERS,MI490938931     		  501(C)(3) INSTITUTIONAL SUPPORT 6,000
    AUSTIN COMMUNITY FOUNDATION
    4315 GUADALUPE STE 300
    AUSTIN,TX78751     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    CONTEMPLATIVE OUTREACH LTD
    10 PARK PLACE 2ND FLOOR STE B
    BUTLER,NJ07405     		  501(C)(3) Institutional Support 10,000
    DIOCESE OF KALAMAZOO
    215 N WESTNEDGE AVENUE
    KALAMAZOO,MI49007     		  501(C)(3) INSTITUTIONAL SUPPORT 6,980
    ERANOS FOUNDATION
    VIA BARAGGIE 3
    ASCONA   CH-6612
    SZ     		  501(C)(3) INSTITUTIONAL SUPPORT 200,000
    GLOBAL FAMILY FOR LOVE AND PEACE
    46-60 156TH STREET
    FLUSHING,NY11355     		  501(C)(3) INSTITUTIONAL SUPPORT 7,500
    GREATER KALAMAZOO UNITED WAY
    709 S WESTNEDGE AVENUE
    KALAMAZOO,MI49007     		  501(C)(3) INSTITUTIONAL SUPPORT 27,407
    IFP MINNESOTA
    2446 UNIVERSITY AVENUE W 100
    ST PAUL,MN55114     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    INTERFAITH ACTION OF CENTRAL TEXAS (IACT)
    701 TILLERY STREET SUITE 8
    AUSTIN,TX78702     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    INTERNATIONAL INSTITUTE FOR SUSTAINED DIALOGUE
    444 NORTH CAPITAL STREET NW STE 434
    WASHINGTON,DC20001     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    INTERNATIONAL ASSOC FOR RELATIONSHIP RESEARCH
    703 THIRD STREET
    WEST LAFAYETTE,IN47907     		  501(C)(3) INSTITUTIONAL SUPPORT 5,000
    JEWISH FUNDS FOR JUSTICE
    330 7TH AVENUE STE 1902
    NEW YORK,NY10001     		  501(C)(3) INSTITUTIONAL SUPPORT 156,667
    KALAMAZOO COLLEGE
    1200 ACADEMY STREET
    KALAMAZOO,MI49006     		  501(C)(3) INSTITUTIONAL SUPPORT 214,830
    KALAMAZOO COMMUNITY FOUNDATION
    151 S ROSE ST STE 332
    KALAMAZOO,MI49007     		  501(C)(3) COMMUNITY GIVING 288,104
    LAKE OF THE ISLES LUTHERAN CHURCH
    2020 W LAKE OF THE ISLES PARKWAY
    MINNEAPOLIS,MN55405     		  501(C)(3) INSTITUTIONAL SUPPORT 10,200
    LOVE SERVE REMEMBER FOUNDATION
    22631 PACIFIC COAST HIGHWAY 762
    MALIBU,CA90265     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    MOUNT ZION BAPTIST CHURCH
    120 ROBERSON
    KALAMAZOO,MI49007     		  501(C)(3) INSTITUTIONAL SUPPORT 29,560
    PACHAMAMA ALLIANCE
    PRESIDIO BLDG 1009
    PO BOX 29191
    SAN FRANCISCO,CA94129     		  501(C)(3) INSTITUTIONAL SUPPORT 39,442
    SCHWAB CHARITABLE FUND
    211 MAIN STREET
    SAN FRANCISCO,CA94105     		  501(C)(3) INSTITUTIONAL SUPPORT 6,575
    ST AUGUSTINE CATHEDRAL
    542 WEST MICHIGAN
    KALAMAZOO,MI49007     		  501(C)(3) INSTITUTIONAL SUPPORT 5,020
    CONNECTIONS COMMUNITY CHURCH
    11500 NORTH US HIGHWAY 131
    SCHOOLCRAFT,MI49087     		  501(C)(3) INSTITUTIONAL SUPPORT 30,000
    THE SAPLING FOUNDATION
    250 HUDSON STREET STE 1002
    NEW YORK,NY10013     		  501(C)(3) INSTITUTIONAL SUPPORT 360,000
    UNION CONGREGATIONAL CHURCH
    401 LAKE AVE
    HACKENSACK,MN56452     		  501(C)(3) INSTITUTIONAL SUPPORT 14,200
    WESTERN MICHIGAN UNIVERSITY FOUNDATION
    1201 OLIVER STREET
    KALAMAZOO,MI490083804     		  501(C)(3) INSTITUTIONAL SUPPORT 38,896
    VAN BUREN COUNTY MENTAL HEALTH
    801 HAZEN STREET
    PAW PAW,MI49079     		  501(C)(3) INSTITUTIONAL SUPPORT 5,000
    MISCELLANEOUS
    AVAILABLE UPON REQUEST
    KALAMAZOO,MI49009     		  501(C)(3) VARIOUS 94,171
    MY HEALING PLACE
    2130 GUADALUPE
    AUSTIN,TX78705     		  501(C)(3) INSTITIONAL SUPPORT 10,000
    OUR LADY OF THE MISSISSIPPI ABBEY
    8400 ABBEY HILL
    DUBUQUE,IA52003     		  501(C)(3) INSITUTIONAL SUPPORT 10,000
    THE DALAI LAMA FOUNDATION
    61 RENATO COURT STE 24
    REDWOOD CITY,CA94061     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    THE FAITH & POLITICES INSTITUTE
    110 MARYLAND AVENUE NE STE 504
    WASHINGTON,DC20002     		  501(C)(3) CONFERENCES, SEMINARS & MEETINGS 5,000
    THE LT ROBERT FLETCHER MEMORIAL FOUNDATION
    PO BOX 1583
    JENSEN BEACH,FL34958     		  501(C)(3) INSTITUTIONAL SUPPORT 6,000
    Total .................................bullet 3a 1,646,552
    bApproved for future payment
    MISCELLANEOUS
    AVAILABLE UPON REQUEST
    KALAMAZOO,MI49009     		  501(C)(3) VARIOUS 300
    Total .................................bullet 3b 300
    Form 990-PF (2011)
    Form 990-PF (2011)
    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          
    4 Dividends and interest from securities....     14 4,742,699  
    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   3,920,061
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aRETURNED PROGRAM FUNDS         438
    bROYALTIES         3,572
    cUNRELATED BUSINESS TAXES         476,936
    dDEFERRED TAXES         336,000
    eOTHER MISCELLANEOUS         3,828
    12 Subtotal. Add columns (b), (d), and (e)..   4,742,699 4,740,835
    13Total. Add line 12, columns (b), (d), and (e)..................
    139,483,534
    (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.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 (2011)
    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
    2011
    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 on line H of its
    Form 990-EZ or on Part I, 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) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    John E Fetzer Institute Inc
          		Employer identification number

    38-6052788
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

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

    		$2,800,000




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




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

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    John E Fetzer Institute Inc
          		Employer identification number

    38-6052788
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (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) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    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
    that total 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 $  
    Use duplicate copies of Part III if additional space is needed
    (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) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 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 51,854 10,351 10,351 45,663

    TY 2011 AllOthProgRltdInvestmentsSch
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount
    NONE  

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

    TY 2011 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 2011 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 NEUROSCIENCE OF COMPASSION, LOVE & FORGIVENESS THE PURPOSE OF THIS PROJECT IS TO ESTABLISH A CENTER OF EXCELLENCE ON THE NEUROSCIENCE OF COMPASSION, LOVE & FOREGIVENESS AT THE UNIVERSITY OF WISCONSIN-MADISON. THE CENTER WILL UTILIZE STATE OF THE ART FACILITIES AND SUPPORT INSTRUMENTATION TO DEVELOP A ROBUST FIELD OF THE NEUROSCIENCE OF COMPASSION, LOVE & FORGIVENESS.
    Form 990-PF, Footnote #2 PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES 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 GLOBAL GATHERING 2012 THIS PROJECT INVOLVES PUTTING ON A CONFERENCE TO UNITE AND EXPLORE THE WORKSTREAMS IN ALL INSTITUTE PROGRAM AREAS. THE GATHERING BRINGS TOGETHER INSTITUTE ADVISORS AND PARTNERS TO PRESENT PROJECTS FUNDED AND WORK ACHIEVED SINCE 2010. THE GATHERING PROVIDES OPPORTUNITIES FOR ALL PARTICIPANTS TO EXPERIENCE THE POWER OF LOVE AND FORGIVENESS THROUGH STORIES AND PRESENTATIONS, LIFE EXAMPLES, DIALOGUES, AS WELL AS THE ARTS, MUSIC, AND OTHER EXPERIENTIAL OPPORTUNITIES. THE GATHERING IS PLANNED TO INCLUDE 550 PARTICIPANTS AND INCLUDES DOCUMENTATION OF THE PROCESS IN VIDEO AND EVALUATION.
    FORM 990-PF, FOOTNOTE #4 PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES CHARTER FOR COMPASSSION OUTREACH INITIATIVE THIS IS A GLOBAL OUTREACH PROJECT EXPLORING COMPASSION IN ACTION, IN ESSENCE TO ACTIVATE THE GOLDEN RULE AROUND THE WORLD THROUGH PARTNERS AND SPECIFIC PROJECTS UTILIZING A FOUR-STEP CHANGE PROCESS: AWARENESS AND OUTREACH, TRAINING AND LEARNING, IMPLEMENTATION, MEASUREMENT AND EVALUATION.

    TY 2011 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 54,128,668 54,128,668
    NORTHERN TRUST CORPORATE BONDS 478 478

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 188,031,399 188,031,399
    VENTURE CAPITAL/PARTNERSHIPS 122,901,946 122,901,946
    HEDGE FUNDS 28,148,013 28,148,013

    TY 2011 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   9,160,805 9,160,805
    REAL ESTATE PARTNERSHIPS   2,005,818 2,005,818

    TY 2011 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 2011 LegalFeesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 105,150     111,371


    TY 2011 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 991,366 177,031 177,031
    INVESTMENT IN JFI HOLDING CO 2,200,000 2,560,000 2,560,000


    TY 2011 OtherDecreasesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Amount
    UNREALIZED SECURITY LOSSES 14,132,001


    TY 2011 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 201,181 56 56 201,554
    TELEPHONE & COMPUTER SERVICES 543,518     529,700
    POSTAGE 29,527 323 323 30,450
    EQUIPMENT MAINTENANCE 196,378     192,900
    MEMBERSHIPS 88,359 7,656 7,656 81,647
    LIBRARY 72,407 687 687 93,701
    TRAINING/EMPLOYEE DEVELOPMENT 21,076     21,197
    CAFETERIA (NET) 145,004 581 581 145,316
    INSURANCE/PROPERTY TAXES 178,593     178,593
    PUBLIC RELATIONS 4,924     10,946
    CONTRACTED RESEARCH SERVICES 3,632,138     3,454,440
    MISCELLANEOUS 16,251     16,121


    TY 2011 OtherIncomeSchedule2
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 3,572   3,572
    RETURNED PROGRAM FUNDS 438   438
    UNRELATED BUSINESS TAXES 476,936    
    DEFERRED TAXES 336,000    
    OTHER MISCELLANEOUS 3,828   3,828


    TY 2011 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 2,527,737 2,901,203
    DEFERRED EXCISE TAX 886,000 550,000


    TY 2011 OtherNotesLoansRcvblShortSch2
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Name of 501(c)(3) Organization Balance Due
    CALVERT FOUNDATION
          		1,000,000


    TY 2011 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 1,015,533 937,337 937,337 1,209,465
    CONSULTANTS 3,190,793 3,230 3,230 2,167,539


    TY 2011 TaxesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 163,935     163,935