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
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 07-01-2012 , and ending 06-30-2013
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 AvenueSuiteRoom/suite
City or town, state, and ZIP code
Kalamazoo, MI490095316
A Employer identification number

38-6052788
B Telephone number (see instructions)

(269) 375-2000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$462,945,654J 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 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) 2,751,948
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 3,867,163 3,867,163 3,867,163
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,077,424
b Gross sales price for all assets on line 6a 114,926,759
7 Capital gain net income (from Part IV, line 2)... 10,077,424
8 Net short-term capital gain......... 3,138,394
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 4,246   4,246
12 Total. Add lines 1 through 11........ 16,700,781 13,944,587 7,009,803
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,838,165 101,209 101,209 1,736,956
14 Other employee salaries and wages...... 4,649,147     3,525,147
15 Pension plans, employee benefits....... 2,573,099 31,216 31,216 2,541,364
16a Legal fees (attach schedule)......... Click to see attachment 161,046 0 0 158,756
b Accounting fees (attach schedule)....... Click to see attachment 36,983 0 0 36,983
c Other professional fees (attach schedule).... Click to see attachment 7,006,305 1,037,107 1,037,107 5,734,625
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,204,000     78,000
19 Depreciation (attach schedule) and depletion... Click to see attachment 917,751    
20 Occupancy.............. 661,258     666,372
21 Travel, conferences, and meetings....... 1,741,583 16,990 16,990 1,712,291
22 Printing and publications.......... 61,454     61,387
23 Other expenses (attach schedule)....... Click to see attachment 7,879,993 11,267 11,267 7,451,868
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,730,784 1,197,789 1,197,789 23,703,749
25 Contributions, gifts, grants paid........ 1,029,621 950,840
26 Total expenses and disbursements. Add lines 24 and 25 29,760,405 1,197,789 1,197,789 24,654,589
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,059,624
b Net investment income (if negative, enter -0-) 12,746,798
c Adjusted net income (if negative, enter -0-)... 5,812,014
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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.......... 325,306 209,426 209,426
3 Accounts receivable bullet72,000
Less: allowance for doubtful accounts bullet     72,000 72,000
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) bullet1,000,000
Less: allowance for doubtful accounts bullet   1,000,000 Click to see list of attachments1,000,000 1,000,000
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 452,947 337,276 337,276
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 339,081,358 Click to see attachment384,962,017 384,962,017
c Investments—corporate bonds (attach schedule)........ 54,129,146 Click to see attachment55,151,500 55,151,500
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 11,166,623 Click to see attachment8,136,708 8,136,708
14 Land, buildings, and equipment: basis bullet25,246,764
Less: accumulated depreciation (attach schedule) bullet15,189,516 10,542,722 Click to see attachment10,057,248 10,057,248
15 Other assets (describe bullet) Click to see attachment2,737,031 Click to see attachment3,019,479 Click to see attachment3,019,479
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 419,435,133 462,945,654 462,945,654
Liabilities 17 Accounts payable and accrued expenses.......... 1,337,038 3,399,968
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 attachment3,451,203 Click to see attachment4,970,811
23 Total liabilities (add lines 17 through 22).......... 4,788,241 8,370,779
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 414,641,892 454,569,875
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).................... 414,646,892 454,574,875
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 419,435,133 462,945,654
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)............... 1 414,646,892
2 Enter amount from Part I, line 27a..................... 2 -13,059,624
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 52,987,607
4 Add lines 1, 2, and 3.......................... 4 454,574,875
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. 6 454,574,875
Form 990-PF (2012)
Form 990-PF (2012)
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 - SHORT TERM      
b NORTHERN TRUST - LONG TERM      
c BUSINESS EQUIPMENT      
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 40,870,907   37,732,513 3,138,394
b 74,001,602   67,098,682 6,902,920
c 54,250   18,140 36,110
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       3,138,394
b       6,902,920
c       36,110
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 10,077,424
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 instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 3,138,394
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))
2011 20,056,655 397,892,328 0.050407
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
2 Total of line 1, column (d) ...................... 2 0.263645
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 0.052729
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 424,295,875
5 Multiply line 4 by line 3....................... 5 22,372,697
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 127,468
7 Add lines 5 and 6......................... 7 22,500,165
8 Enter qualifying distributions from Part XII, line 4.............. 8 25,105,005
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.
Form 990-PF (2012)
Form 990-PF (2012)
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 1 127,468
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............................ 3 127,468
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- ..... 5 127,468
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 234,523
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.............. 7 234,523
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 10 107,055
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet107,055 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
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 2012, 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 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 (2012)
    Form 990-PF (2012)
    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 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 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 2012 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 2012.)....................
    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 2012?
    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 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 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 (2012)
    Form 990-PF (2012)
    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 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
    ROBERT F LEHMANClick to see attachment PRES EMERITUS, CHAIR & TRUSTEE
    40.0     		279,133 27,913 24,571
    1431 Edgemoor Ave
    Kalamazoo,MI49008
    JANIS A CLAFLINClick to see attachment VICE CHAIRMAN & TRUSTEE
    8.0     		64,800    
    2508 TIMBERLINE
    AUSTIN,TX78746
    BRUCE F FETZERClick to see attachment TREASURER & TRUSTEE
    8.0     		64,800    
    2285 CRIMORA
    SCHOOLCRAFT,MI49087
    FRANCES E VAUGHANClick to see attachment TRUSTEE
    8.0     		64,800    
    4615 PARADISE DRIVE
    TIBURON,CA94920
    ANGELES ARRIENClick to see attachment TRUSTEE
    8.0     		64,800    
    4000 BRIDGEWAY
    SAUSALITO,CA94965
    CAROLYN T BROWNClick to see attachment TRUSTEE
    8.0     		64,800    
    1225 EDGEVALE RD
    SILVER SPRING,MD20910
    BRUCE M CARLSONClick to see attachment TRUSTEE
    8.0     		64,800    
    1345 WATERFORD DRIVE
    GOLDEN VALLEY,MN55422
    LAWRENCE E SULLIVANClick to see attachment PRESIDENT & TRUSTEE
    40.0     		478,570 999,735 92,722
    2714 CLOVELLY
    KALAMAZOO,MI49008
    LYNNE TWISTClick to see attachment TRUSTEE
    8.0     		64,800    
    3 FIFTH AVENUE
    SAN FRANCISCO,CA94118
    KATHLEEN M CAVANAUGHClick to see attachment SECRETARY
    40.0     		128,319 12,832 15,565
    2333 WAITE
    KALAMAZOO,MI49008
    CHRISTINA M ADAMSClick to see attachment ASSISTANT TREASURER
    40.0     		220,208 22,021 25,560
    8544 SIERRA MADRE
    KALAMAZOO,MI49009
    TIMOTHY J JONESClick to see attachment VICE PRESIDENT OPERATIONS
    40.0     		167,134 16,713 25,053
    10020 WEST L AVE
    KALAMAZOO,MI49009
    ROBERT BOISTUREClick to see attachment TRUSTEE
    8.0     		64,800    
    3609 NORTH JEFFERSON STREET
    ARLINGTON,VA22207
    ALISON J EDWARDSClick to see attachment VICE PRESIDENT PROGRAMS
    40.0     		46,401 152,640 13,006
    9292 W KL AVENUE
    KALAMAZOO,MI49009
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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 DIR RESEARCH DESIGN
    40.0     		132,868 13,287 23,563
    2830 DUKE ST
    KALAMAZOO,MI490082417
    KYLE JOHNSON DIR COMMUNICATIONS
    40.0     		131,106 13,111 23,552
    222 N KALAMAZOO MALL APT 390
    KALAMAZOO,MI490075800
    DEBORAH HIGGINS DIR PROGRAMS
    40.0     		126,279 12,628 23,308
    3110 AUDUBON DRIVE
    KALAMAZOO,MI490081605
    BRAD MILLER CONTROLLER
    40.0     		107,883 10,788 24,305
    46141 MEADOW LANE
    LAWRENCE,MI49064
    JULIE GANT DIR IS & SERVICES
    40.0     		99,993 9,999 15,174
    1505 HIGHGATE RD
    KALAMAZOO,MI490061909
    Total number of other employees paid over $50,000...................bullet 26
    3 Five highest-paid independent contractors for professional services (see 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 0 600,000
    21 NORTH PARK STREET STE 6401
    MADISON,WI53715
    TM GROUP INC 0 450,607
    2755 EXECUTIVE DRIVE STE 100
    FARMINGTON HILLS,MI48331
    JACK MORTON WORLDWIDE INC 0 938,886
    PO BOX 7247-8686
    PHILADELPHIA,PA191708686
    JASON COHEN PRODUCTIONS LLC 0 651,000
    1860 CAPISTRANO AVE
    BERKELEY,CA94707
    BADER TV NEWS LLC 0 464,323
    25 WEST 52ND STREET 16TH FLOOR
    NEW YORK,NY10019
    Total number of others receiving over $50,000 for professional services.............bullet36
    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 #1 600,000
    2 AMERICAN LIBRARY ASSOCIATION PUBLIC PROGRAM SEE FOOTNOTE #2 225,000
    3 GLOBAL GATHERING 2012 SEE FOOTNOTE #3 4,288,624
    4 INTERNATIONAL CONSENSUS CONFERENCE; THE TRANSFORMATIONAL ROLE OF LOVE AND FORGIVENESS IN HEALTH CARE SEE FOOTNOTE #4 136,000
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 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
    430,270,461
    b
    Average of monthly cash balances.......................
    1b
    486,772
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    430,757,233
    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
    430,757,233
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    6,461,358
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    424,295,875
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    21,214,794
    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 2012 from Part VI, line 5......
    2a
     
    b
    Income tax for 2012. (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 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 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
    24,654,589
    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
    450,416
    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
    25,105,005
    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 instructions).................
    5
    127,468
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    24,977,537
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$  
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012.    
    (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 instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2012, enter the date of the ruling.......bullet
    1995-03-09
    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) 2012 (b) 2011 (c) 2010 (d) 2009
    5,812,014 3,635,510 7,604,931 8,804,166 25,856,621
    b 85% of line 2a ......... 4,940,212 3,090,184 6,464,191 7,483,541 21,978,128
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		25,105,005 20,132,132 21,990,648 20,884,353 88,112,138
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		1,029,621 1,658,062 1,837,628 1,476,607 6,001,918
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		24,075,384 18,474,070 20,153,020 19,407,746 82,110,220
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ...... 462,945,654 419,435,133 442,277,957 380,134,816 1,704,793,560
    (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...     		14,143,196 13,263,077 13,498,124 12,397,442 53,301,839
    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 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 (2012)
    Form 990-PF (2012)
    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 5,300
    ERANOS FOUNDATION
    VIA BARAGGIE 3
    ASCONA   CH-6612
    SZ     		  501(C)(3) INSTITUTIONAL SUPPORT 150,000
    GREATER KALAMAZOO UNITED WAY
    709 S WESTNEDGE AVENUE
    KALAMAZOO,MI49007     		  501(C)(3) INSTITUTIONAL SUPPORT 18,883
    INTERFAITH ACTION OF CENTRAL TEXAS
    2921 E 17TH STREET
    AUSTIN,TX78702     		  501(C)(3) INSTITUTIONAL SUPPORT 5,000
    INTERNATIONAL INSTITUTE FOR SUSTAINED DIALOGUE
    444 NORTH CAPITAL STREET NW STE 434
    WASHINGTON,DC200011512     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    KALAMAZOO COMMUNITY FOUNDATION
    151 S ROSE ST STE 332
    KALAMAZOO,MI49007     		  501(C)(3) COMMUNITY GIVING 290,369
    LAKE OF THE ISLES LUTHERAN CHURCH
    2020 W LAKE OF THE ISLES PARKWAY
    MINNEAPOLIS,MN55405     		  501(C)(3) INSTITUTIONAL SUPPORT 10,654
    MOUNT ZION BAPTIST CHURCH
    120 ROBERSON
    KALAMAZOO,MI49007     		  501(C)(3) INSTITUTIONAL SUPPORT 30,000
    PACHAMAMA ALLIANCE
    PRESIDIO BLDG 1009
    PO BOX 29191
    SAN FRANCISCO,CA94129     		  501(C)(3) INSTITUTIONAL SUPPORT 26,000
    SCHWAB CHARITABLE FUND
    211 MAIN STREET
    SAN FRANCISCO,CA94105     		  501(C)(3) INSTITUTIONAL SUPPORT 7,034
    ST AUGUSTINE CATHEDRAL
    542 WEST MICHIGAN
    KALAMAZOO,MI49007     		  501(C)(3) INSTITUTIONAL SUPPORT 5,400
    CONNECTIONS COMMUNITY CHURCH
    11500 NORTH US HIGHWAY 131
    SCHOOLCRAFT,MI49087     		  501(C)(3) INSTITUTIONAL SUPPORT 41,270
    THE SAPLING FOUNDATION
    250 HUDSON STREET STE 1002
    NEW YORK,NY10013     		  501(C)(3) INSTITUTIONAL SUPPORT 40,000
    UNION CONGREGATIONAL CHURCH
    401 LAKE AVE
    HACKENSACK,MN56452     		  501(C)(3) INSTITUTIONAL SUPPORT 13,520
    WESTERN MICHIGAN UNIVERSITY
    1903 W MICHIGAN
    KALAMAZOO,MI49008     		  501(C)(3) INSTITUTIONAL SUPPORT 42,914
    MISCELLANEOUS
    AVAILABLE UPON REQUEST
    KALAMAZOO,MI49009     		  501(C)(3) VARIOUS 130,856
    ALEXANDRA'S HOUSE
    638 W 39TH TERRACE
    KANSAS CITY,MO64111     		  501(C)(3) INSTITUTIONAL SUPPORT 5,000
    CENTER FOR ACTION AND CONTEMPLATION
    PO BOX 12464
    ALBUQUERQUE,NM87195     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    CENTERPOINT CHURCH
    2345 NORTH 10TH STREET
    KALAMAZOO,MI490099185     		  501(C)(3) INSTITUTIONAL SUPPORT 6,500
    CHRISTIAN CHURCH DISCIPLES OF CHRIST
    2208 WINCHELL AVENUE
    KALAMAZOO,MI490082238     		  501(C)(3) INSTITUTIONAL SUPPORT 5,200
    COMMON GROUND MINISTRIES
    PO BOX 871935
    CANTON,MI48167     		  501(C)(3) INSTITUTIONAL SUPPORT 6,420
    COMMUNITY OF ST EGIDIO USA
    380 LENOX AVE 6H
    NEW YORK,NY10027     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    CONSPIRARE
    505 E HUNTLAND DR STE 155
    AUSTIN,TX78752     		  501(C)(3) INSTITUTIONAL SUPPORT 7,000
    CULTURE IS NOT OPTIONAL
    PO BOX 1
    THREE RIVERS,MI49093     		  501(C)(3) INSTITUTIONAL SUPPORT 8,850
    EMPACT AFRICA
    PO BOX 164333
    AUSTIN,TX78716     		  501(C)(3) INSTITUTIONAL SUPPORT 5,000
    FOUNDATION FOR INNER PEACE
    19 WINDWARD ROAD
    BELVEDERE,CA94920     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    INSTITUTE FOR AMERICAN VALUES
    1841 BROADWAY SUITE 211
    NEW YORK,NY100237603     		  501(C)(3) INSTITUTIONAL SUPPORT 6,000
    ONE WORLD CHILDRENS FUND
    1016 LINCOLN BOULEVARD
    SAN FRANCISCO,CA94129     		  501(C)(3) INSTITUTIONAL SUPPORT 5,000
    RSF SOCIAL FINANCE
    1002 OREILLY AVE
    SAN FRANCISCO,CA94129     		  501(C)(3) INSTITUTIONAL SUPPORT 5,000
    SPIRIT ROCK MEDITATION CENTER
    PO BOX 169
    WOODACRE,CA949730909     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    ST FRANCIS XAVIER FOREIGN MISSION SOCIETY
    12 HELENE COURT
    WAYNE,NJ074702813     		  501(C)(3) INSTITUTIONAL SUPPORT 7,000
    ST LUKE'S EPISCOPAL CHURCH
    247 WEST LOVELL
    KALAMAZOO,MI490075207     		  501(C)(3) INSTITUTIONAL SUPPORT 6,270
    USA PROJECTS
    5757 WILSHIRE BOULEVARD STE 580
    LOS ANGELES,CA90036     		  501(C)(3) INSTITUTIONAL SUPPORT 10,400
    Total .................................bullet 3a 950,840
    bApproved for future payment
    MISCELLANEOUS
    AVAILABLE UPON REQUEST
    KALAMAZOO,MI49009     		  501(C)(3) VARIOUS 6,180
    A NETWORK FOR GRATEFUL LIVING INC
    PO BOX 6748
    ITHACA,NY148516748     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    GREATER KALAMAZOO UNITED WAY
    709 S WESTNEDGE AVE
    KALAMAZOO,MI490076003     		  501(C)(3) INSTITUTIONAL SUPPORT 7,204
    LAND EMPOWMENT ANIMALS PEOPLE
    3378 REVERE AVE
    OAKLAND,CA946055840     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    MIND & LIFE INSTITUTE
    4 BAY ROAD
    HADLEY,MA01035     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    SCHWAB CHARITABLE FUND
    211 MAIN STREET
    SAN FRANCISCO,CA94105     		  501(C)(3) INSTITUTIONAL SUPPORT 8,197
    THE FAITH & POLITICS INSTITUTE
    110 MARYLAND AVE NE STE 504
    WASHINGTON,DC200025620     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    VIRIDIS GRADUATE INSTITUTE
    414 AVENIDA DE LA VEREDA
    OJAI,CA93023     		  501(C)(3) INSTITUTIONAL SUPPORT 7,500
    YOUTH FOR ENVIRONMENTAL SANITY
    400 BRONCO RD
    SOQUEL,CA950739510     		  501(C)(3) INSTITUTIONAL SUPPORT 10,000
    Total .................................bullet 3b 79,081
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 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 3,867,163  
    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 10,077,424  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aROYALTIES     15 4,011  
    bOTHER MISCELLANEOUS       235  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   13,948,833  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1313,948,833
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    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
    2012
    Name of the 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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    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

    		$2,750,000


    (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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    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) (2012)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2012 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 36,983     36,983

    TY 2012 AllOthProgRltdInvestmentsSch
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount
    NONE  

    TY 2012 CompensationExplanation
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Person Name Explanation
    LAWRENCE E SULLIVAN Contributions to employee benefit plans and deferred compensation includes deferred severance pay of $976,000 that is to be paid in bi-weekly increments through June 2015.
    ALISON J EDWARDS Contributions to employee benefit plans and deferred compensation includes deferred severance pay of $148,000 that is to be paid in bi-weekly increments through May 2015.

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

    TY 2012 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 2012 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 & FORGIVENESS 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 AMERICAN LIBRARY ASSOCIATION PUBLIC PROGRAM - THE PURPOSE OF THIS PROJECT IS TO DEVELOP CONTENT RESOURCES (LITERATURE, MEDIA, SPEAKERS, TOPICS, REFLECTIVE QUESTIONS, ETC.) THAT WILL ENABLE PUBLIC AUDIENCES TO ENGAGE IN A MEANINGFUL EXAMINATION OF A SPECTRUM OF INTERSECTIONS BETWEEN SPIRITUALITY AND EVERYDAY AMERICAN LIFE. BY DEVELOPING TEMPLATE RESOURCES THAT WILL SUPPORT MULTIPLE FORMATS (BOOK AND FILM DISCUSSSIONS, LECTURES, FORUMS, ETC.) LIBRARIES WILL BE PROVIDED FLEXIBILITY TO ATTRACT A BROAD PARTICIPANT DEMOGRAPHIC.
    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 INTERNATIONAL CONSENSUS CONFERENCE: THE TRANSFORMATIONAL ROLE OF LOVE AND FORGIVENESS IN HEALTH CARE - THIS PROJECT SUPPORTS THE DEVELOPMENT AND CONVENING OF AN INTERNATIONAL CONSENUS CONFERENCE FOCUSING ON LOVE AND COMPASSION WITHIN HEALTH CARE WITH LOVE, DIGNITY, FORGIVENESS, AND AUTHENTICITY AT ITS CORE. THE LONG TERM GOAL OF THIS PROJECT IS TO ENABLE PEOPLE ACROSS THE WORLD TO INTEGRATE COMPASSION AND SPIRTUALITY MORE FULLY INTO HEALTH CARE SETTINGS, AND DEVELOP SPECIFIC GUIDELINES WITH INTERNATIONAL ORGANIZATIONS FOR PROGRAMS THAT CENTER ON LOVE AND COMPASSION THROUGH SPIRITUALITY AND SPIRITUAL CARE.

    TY 2012 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 55,151,500 55,151,500
    NORTHERN TRUST CORPORATE BONDS    

    TY 2012 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 203,554,394 203,554,394
    VENTURE CAPITAL/PARTNERSHIPS 154,018,585 154,018,585
    HEDGE FUNDS 27,389,038 27,389,038

    TY 2012 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   5,363,277 5,363,277
    REAL ESTATE PARTNERSHIPS   2,773,431 2,773,431

    TY 2012 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 2012 LegalFeesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 161,046     158,756


    TY 2012 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 177,031 179,479 179,479
    INVESTMENT IN JFI HOLDING CO 2,560,000 2,840,000 2,840,000


    TY 2012 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 82,421     80,126
    TELEPHONE & COMPUTER SERVICES 651,677     642,186
    POSTAGE 43,772 717 717 43,270
    EQUIPMENT MAINTENANCE 218,069     206,791
    MEMBERSHIPS 106,117 10,318 10,318 95,079
    LIBRARY 53,641 43 43 51,852
    TRAINING/EMPLOYEE DEVELOPMENT 46,719     46,442
    CAFETERIA (NET) 291,150 83 83 288,374
    INSURANCE/PROPERTY TAXES 223,167     223,167
    PUBLIC RELATIONS 29,650     26,099
    CONTRACTED RESEARCH SERVICES 6,111,058     5,725,800
    MISCELLANEOUS 22,552 106 106 22,682


    TY 2012 OtherIncomeSchedule2
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 4,011   4,011
    OTHER MISCELLANEOUS 235   235


    TY 2012 OtherIncreasesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Amount
    UNREALIZED SECURITY GAINS 52,987,607


    TY 2012 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 2,901,203 3,294,811
    DEFERRED EXCISE TAX 550,000 1,676,000


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    TY 2012 OtherNotesLoansRcvblLongSch
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    CALVERT FOUNDATION   1,030,000 1,000,000   2014-10 BALLOON PAYMENT 100 % NONE PROVIDE LOW INTEREST LOANS TO NON-PROFIT ORG.    

    TY 2012 OtherNotesLoansRcvblShortSch2
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Name of 501(c)(3) Organization Balance Due
    CALVERT FOUNDATION
          		1,000,000


    TY 2012 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 5,879,559 1,034,353 1,034,353 4,780,811
    CONSULTANTS 1,126,746 2,754 2,754 953,814


    TY 2012 TaxesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 78,000     78,000
    DEFERRED TAX EXPENSE 1,126,000