TY 2012 Form 990PF

- TIN:

Form990-PF

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 01-01-2012 , and ending 12-31-2012

Name of foundation
CORWILL AND MARGIE JACKSON FOUNDATION CO

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000 Room/suite

City or town, state, and ZIP code
DETROIT, MI482757874

A Employer identification number

38-6064502

B Telephone number (see instructions)

(616) 752-4730

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85% test,
check here and attach computation ........... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$2,152,467J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

E If private foundation status was terminated
under section 507(b)(1)(A), check here ......... bullet

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ......... bullet

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check
3	Interest on savings and temporary cash investments	19		19
4	Dividends and interest from securities......	56,113		56,113
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		70,592
b	Gross sales price for all assets on line 6a 1,419,164
7	Capital gain net income (from Part IV, line 2)...			70,592
8	Net short-term capital gain.........				0
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).......
12	Total. Add lines 1 through 11........	126,724		126,724
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........		881			881
b	Accounting fees (attach schedule).......		900	450		450
c	Other professional fees (attach schedule)....		25,400	25,400		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)		9,226			0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		171	171
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	36,578		26,021	0	1,331
25	Contributions, gifts, grants paid........	108,600				108,600
26	Total expenses and disbursements. Add lines 24 and 25	145,178		26,021	0	109,931
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-18,454
b	Net investment income (if negative, enter -0-)			100,703
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2012)

Form 990-PF (2012)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............
	2	Savings and temporary cash investments..........	131,730	263,950	263,950
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........	1,324,658	1,269,291	1,341,936
	c	Investments—corporate bonds (attach schedule)........	606,188	511,159	546,581
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,062,576	2,044,400	2,152,467
	17	Accounts payable and accrued expenses..........
	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 )
	23	Total liabilities (add lines 17 through 22)..........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........	2,062,576	2,044,400
	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)....................	2,062,576	2,044,400
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................	2,062,576	2,044,400

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	2,062,576
2	Enter amount from Part I, line 27a.....................	2	-18,454
3	Other increases not included in line 2 (itemize)	3	278
4	Add lines 1, 2, and 3..........................	4	2,044,400
5	Decreases not included in line 2 (itemize)	5	0
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	2,044,400

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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	230. ALLSCRIPTS HEALTHCARE SOLUTIONS	2012-03-23	2012-07-13
b	120. ALLSCRIPTS HEALTHCARE SOLUTIONS	2012-03-23	2012-10-23
c	850. ALLSCRIPTS HEALTHCARE SOLUTIONS	2012-03-23	2012-10-31
d	20. AMERISOURCEBERGEN CORP	2012-01-12	2012-03-02
e	140. AMERISOURCEBERGEN CORP	2012-01-12	2012-07-13
	40. AMERISOURCEBERGEN CORP	2012-01-12	2012-10-23
	330. AMERISOURCEBERGEN CORP	2012-01-12	2012-12-26
	20. APPLE COMPUTER INC	2011-03-30	2012-03-02
	25. APPLE COMPUTER INC	2011-03-30	2012-07-13
	10. APPLE COMPUTER INC	2011-03-30	2012-10-23
	10. AUTOZONE INC	2011-03-30	2012-03-02
	20. AUTOZONE INC	2011-03-30	2012-07-13
	10. AUTOZONE INC	2011-03-30	2012-10-23
	40. AUTOZONE INC	2011-06-03	2012-12-26
	110. BB&T CORP	2011-07-27	2012-03-02
	220. BB&T CORP	2011-07-27	2012-07-13
	50. BB&T CORP	2011-07-27	2012-10-23
	30. CATERPILLAR INC	2004-08-20	2012-07-13
	30. CATERPILLAR INC	2004-08-20	2012-10-23
	10. CELGENE CORP	2011-03-30	2012-03-02
	290. CELGENE CORP	2011-03-30	2012-03-23
	100000. CHEVRON CORP 3.95% 03/03/2014	2009-03-10	2012-12-28
	10. CLAYMORE EXCHANGE TRADED FD TR 2	2012-07-19	2012-08-13
	10. CLAYMORE EXCHANGE TRADED FD TR 2	2012-07-19	2012-11-09
	40. CLIFFS NAT RES INC	2011-03-30	2012-03-02
	50. CLIFFS NAT RES INC	2011-03-30	2012-07-13
	160. CLIFFS NAT RES INC	2011-06-03	2012-10-10
	20. COACH INC	2011-08-24	2012-03-02
	40. COACH INC	2011-08-24	2012-07-13
	20. COACH INC	2011-08-24	2012-10-23
	20. COCA COLA CO	2011-03-30	2012-03-02
	30. COCA COLA CO	2011-03-30	2012-07-13
	20. COCA COLA CO	2011-03-30	2012-10-23
	30. CONOCOPHILLIPS	2011-03-30	2012-03-02
	60. CONOCOPHILLIPS	2011-03-30	2012-07-13
	30. CONOCOPHILLIPS	2011-03-30	2012-10-23
	1. PARTNERSHIP INCOME/LOSS/ DEDUCTIONS AND GAIN/ LOSS	2012-07-24	2012-12-31
	1. PARTNERSHIP INCOME/LOSS/ DEDUCTIONS AND GAIN/ LOSS	2011-12-30	2012-12-31
	976.143 DWS DREMAN SMALL CAP VALUE FUND	2009-02-11	2012-03-02
	170. DENBURY RESOURCES INC COM NEW	2011-07-27	2012-03-02
	160. DENBURY RESOURCES INC COM NEW	2011-07-27	2012-07-13
	110. DENBURY RESOURCES INC COM NEW	2011-07-27	2012-10-23
	30. DEVON ENERGY CORPORATION	2004-08-20	2012-03-02
	40. DEVON ENERGY CORPORATION	2004-08-20	2012-07-13
	20. DEVON ENERGY CORPORATION	2004-08-20	2012-10-23
	70. DIRECTV CL A	2011-03-30	2012-03-02
	130. DIRECTV CL A	2011-03-30	2012-07-13
	100. DIRECTV CL A	2011-03-30	2012-07-19
	50. DIRECTV	2011-03-30	2012-10-23
	30. E M C CORP	2011-03-30	2012-03-02
	70. E M C CORP	2011-03-30	2012-07-13
	70. E M C CORP	2011-03-30	2012-10-23
	20. ECOLAB INC	2012-10-10	2012-10-23
	20. FISERV INC	2011-03-30	2012-03-02
	30. FISERV INC	2011-03-30	2012-07-13
	20. FISERV INC	2011-03-30	2012-10-23
	20. GRAINGER W W INC	2011-03-30	2012-03-02
	30. GRAINGER W W INC	2011-03-30	2012-07-13
	30. GRAINGER W W INC	2011-03-30	2012-08-21
	35.096 HARBOR FD INTL FUND	2011-06-03	2012-03-02
	408.71 HARBOR FD INTL FUND	2011-06-03	2012-07-13
	2896.569 HARTFORD MIDCAP FD CL Y	2011-07-28	2012-03-02
	480. HEWLETT PACKARD CO	2012-08-21	2012-10-10
	50. HOLOGIC INC	2012-09-06	2012-10-23
	90. INTEL CORP	2005-12-07	2012-03-02
	220. INTEL CORP	2006-11-28	2012-07-13
	80. INTEL CORP	2006-11-28	2012-10-23
	20. IBM CORP	2006-10-17	2012-03-02
	30. IBM CORP	2006-10-17	2012-07-13
	30. IBM CORP	2006-10-17	2012-08-21
	10. IBM CORP	2006-10-17	2012-10-23
	10. ISHARES BARCLAYS US TREASURY INFLATION PROTECTED SECURITY FUND	2012-07-19	2012-11-09
	20. ISHARES S&P GLOBAL INFRASTRUCURE INDX FD	2012-07-19	2012-08-13
	250. ISHARES S&P GLOBAL INFRASTRUCURE INDX FD	2012-07-19	2012-09-13
	300. ISHARES S&P GLOBAL INFRASTRUCURE INDX FD	2012-07-19	2012-12-12
	10. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND	2012-07-19	2012-11-09
	10. ISHARES SILVER TRUST (HOLDS SILVER BARS)	2012-07-19	2012-08-13
	100. ISHARES SILVER TRUST (HOLDS SILVER BARS)	2012-07-19	2012-09-13
	10. ITC HLDGS CORP	2011-10-25	2012-03-02
	60. ITC HLDGS CORP	2011-10-25	2012-07-13
	20. ITC HLDGS CORP	2011-10-25	2012-10-23
	130. J P MORGAN CHASE & CO	2011-07-27	2012-03-02
	170. J P MORGAN CHASE & CO	2011-07-27	2012-07-13
	50. J P MORGAN CHASE & CO	2011-07-27	2012-10-23
	100000. JPMORGAN CHASE & CO 4.5% 01/15/2012	2005-10-13	2012-01-15
	50. JOHNSON & JOHNSON	2001-08-22	2012-03-02
	110. JOHNSON & JOHNSON	2001-08-22	2012-07-13
	30. JOHNSON & JOHNSON	2002-05-23	2012-10-23
	50. LABORATORY CORP OF AMER HLDGS	2011-03-30	2012-07-13
	100. LABORATORY CORP OF AMER HLDGS	2011-03-30	2012-10-10
	10. LABORATORY CORP OF AMER HLDGS	2012-01-12	2012-10-10
	7349.807 LAZARD EMERGING MARKETS PORT	2011-06-03	2012-03-02
	2702.617 LAZARD EMERGING MARKETS PORT	2009-02-11	2012-03-02
	550. LIFE TECHNOLOGIES CORP	2011-07-27	2012-01-12
	102.437 MFS INTL NEW DISCOVERY I	2011-06-03	2012-03-02
	905.249 MFS INTL NEW DISCOVERY I	2011-06-03	2012-07-13
	150. MACYS INC	2011-07-27	2012-03-02
	90. MACYS INC	2011-07-27	2012-07-13
	60. MACYS INC	2011-07-27	2012-10-23
	590. MARKET VECTORS AGRIBUSINESS	2012-07-19	2012-08-13
	130. MICROSOFT CORP	2002-05-23	2012-03-02
	150. MICROSOFT CORP	2002-05-23	2012-07-13
	80. MICROSOFT CORP	2002-05-23	2012-10-23
	50. MYLAN LABS INC	2011-06-03	2012-03-02
	150. MYLAN LABS INC	2011-06-03	2012-07-13
	500. MYLAN LABS INC	2011-06-03	2012-09-06
	30. NEWMONT MNG CORP	2011-03-30	2012-03-02
	90. NEWMONT MNG CORP	2011-03-30	2012-07-13
	60. NEWMONT MNG CORP	2011-03-30	2012-10-23
	220. NEXTERA ENERGY INC	2009-02-03	2012-01-12
	150. NEXTERA ENERGY INC	2011-06-03	2012-01-12
	40. NIKE INC CL B	2011-03-30	2012-03-02
	50. NIKE INC CL B	2011-03-30	2012-07-13
	10. NIKE INC CL B	2011-03-30	2012-10-23
	30. NORFOLK SOUTHERN CORP	2009-11-17	2012-03-02
	80. NORFOLK SOUTHERN CORP	2009-11-17	2012-07-13
	10. NORFOLK SOUTHERN CORP	2009-11-17	2012-10-23
	20. NORFOLK SOUTHERN CORP	2011-03-30	2012-10-23
	709.412 NORTHERN LTS FD TR SOUTHERNSUN SMALL CAP	2012-03-06	2012-07-13
	408.094 NORTHERN LTS FD TR SOUTHERNSUN SMALL CAP	2012-03-06	2012-10-23
	20. OCCIDENTAL PETROLEUM CORP	2011-03-30	2012-03-02
	40. OCCIDENTAL PETROLEUM CORP	2011-03-30	2012-07-13
	20. OCCIDENTAL PETROLEUM CORP	2011-03-30	2012-10-23
	484.257 OPPENHEIMER INTL BOND FD Y	2012-03-02	2012-07-13
	1333.001 OPPENHEIMER DEVELOPING MARKETS FUND-Y	2012-03-02	2012-07-13
	1713.445 OPPENHEIMER DEVELOPING MARKETS FUND-Y	2012-03-02	2012-10-23
	73.622 PIMCO HIGH YIELD FD INSTL	2012-03-02	2012-07-13
	50. PHILIP MORRIS INTL INC	2011-03-30	2012-03-02
	60. PHILIP MORRIS INTL INC	2011-03-30	2012-07-13
	30. PHILIP MORRIS INTL INC	2011-03-30	2012-10-23
	30. PHILLIPS 66	2011-03-30	2012-07-13
	20. PHILLIPS 66	2011-03-30	2012-10-23
	20. POWERSHARES GLOBAL LISTED PRIVATE EQUITY	2012-07-19	2012-08-13
	10. POWERSHARES GLOBAL LISTED PRIVATE EQUITY	2012-07-19	2012-09-13
	10. POWERSHARES GLOBAL WATER PT	2012-07-19	2012-08-13
	10. POWERSHARES GLOBAL WATER PT	2012-07-19	2012-11-09
	330. POWERSHARES GLOBAL WATER PT	2012-07-19	2012-12-12
	130. POWERSHARES DB ENERGY FUND	2012-07-19	2012-12-12
	500. POWERSHARES DB AGRICULTURE FUND	2012-09-13	2012-11-09
	20. POWERSHARES DB BASE METALS FUND	2012-07-19	2012-09-13
	1060. POWERSHARES DB US DOLLAR INDEX BULLISH FUND	2012-08-13	2012-09-13
	30. POWERSHARES DB US DOLLAR INDEX BULLISH FUND	2012-08-13	2012-11-09
	130. POWERSHARES DB US DOLLAR INDEX BULLISH FUND	2012-08-13	2012-12-12
	1331.815 PRINCIPAL INVS FD INC MIDCAP BLEND	2012-03-06	2012-07-13
	487.578 PRINCIPAL INVS FD INC MIDCAP BLEND	2012-03-06	2012-10-23
	10. ROPER INDS INC NEW	2011-03-30	2012-03-02
	60. ROPER INDS INC NEW	2011-03-30	2012-07-13
	30. ROPER INDS INC NEW	2011-03-30	2012-10-23
	90. ROPER INDS INC NEW	2011-03-30	2012-12-04
	2610.96 ROYCE VALUE PLUS FUND	2007-11-16	2012-03-02
	5. SPDR GOLD TRUST	2012-07-19	2012-11-09
	150. SPDR INTL GOVT INFL PROTECTED BD ETF	2012-07-19	2012-09-13
	20. SCHLUMBERGER LTD	2011-03-30	2012-03-02
	60. SCHLUMBERGER LTD	2011-03-30	2012-07-13
	20. SCHLUMBERGER LTD	2011-03-30	2012-10-23
	60. STRYKER CORP	2011-03-30	2012-07-13
	30. STRYKER CORP	2011-03-30	2012-10-23
	40. TARGET CORP	2011-06-03	2012-03-02
	80. TARGET CORP	2011-06-03	2012-07-13
	30. TARGET CORP	2011-06-03	2012-10-23
	140. US BANCORP	2011-03-30	2012-03-02
	200. US BANCORP	2011-03-30	2012-07-13
	60. US BANCORP	2011-03-30	2012-10-23
	140. UNIVERSAL HEALTH SVCS INC CL B	2012-01-12	2012-07-13
	140. UNIVERSAL HEALTH SVCS INC CL B	2012-01-12	2012-10-10
	40. UNIVERSAL HEALTH SVCS INC CL B	2012-01-12	2012-10-23
	250. UNIVERSAL HEALTH SVCS INC CL B	2012-01-12	2012-12-06
	60. VERIZON COMMUNICATIONS	2010-04-05	2012-03-02
	90. VERIZON COMMUNICATIONS	2010-04-05	2012-07-13
	30. VERIZON COMMUNICATIONS	2010-04-05	2012-10-23
	20. VISA INC CL A	2011-03-30	2012-03-02
	50. VISA INC CL A	2011-03-30	2012-07-13
	30. VISA INC CL A	2011-03-30	2012-10-23
	10. WELLPOINT INC	2012-10-10	2012-10-23
	140. WISDOMTREE TR EMERGING MARKETS LOCAL DEBT	2012-11-09	2012-12-12
	110. INVESCO LTD	2011-03-30	2012-03-02
	160. INVESCO LTD	2011-03-30	2012-07-13
	70. INVESCO LTD	2011-03-30	2012-10-23

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,381	4,060	-1,679
b	1,583	2,118	-535
c	11,002	15,005	-4,003
d	742	778	-36
e	5,545	5,444	101
	1,597	1,555	42
	14,239	12,832	1,407
	10,857	6,976	3,881
	15,143	8,720	6,423
	6,196	3,488	2,708
	3,779	2,759	1,020
	7,626	5,518	2,108
	3,658	2,759	899
	14,004	11,273	2,731
	3,208	2,827	381
	6,912	5,654	1,258
	1,444	1,285	159
	2,458	1,067	1,391
	2,514	1,067	1,447
	737	568	169
	22,255	16,463	5,792
	104,100	101,361	2,739
	172	170	2
	186	170	16
	2,568	3,920	-1,352
	2,335	4,899	-2,564
	6,476	15,129	-8,653
	1,542	1,039	503
	2,283	2,079	204
	1,165	1,039	126
	1,382	1,328	54
	2,316	1,992	324
	733	664	69
	2,331	2,420	-89
	3,295	3,680	-385
	1,685	1,840	-155
		763	-763
		1,413	-1,413
	35,200	21,592	13,608
	3,436	3,373	63
	2,272	3,175	-903
	1,699	2,183	-484
	2,216	992	1,224
	2,217	1,322	895
	1,198	661	537
	3,257	3,259	-2
	6,287	6,053	234
	4,889	4,656	233
	2,558	2,328	230
	852	809	43
	1,653	1,887	-234
	1,730	1,887	-157
	1,387	1,272	115
	1,332	1,254	78
	2,126	1,881	245
	1,501	1,254	247
	4,138	2,759	1,379
	5,679	4,139	1,540
	6,103	4,139	1,964
	2,115	2,274	-159
	22,471	26,480	-4,009
	63,898	73,348	-9,450
	6,739	9,562	-2,823
	1,020	1,009	11
	2,413	2,355	58
	5,569	4,821	748
	1,732	1,678	54
	3,942	1,738	2,204
	5,584	2,606	2,978
	5,957	2,606	3,351
	1,920	869	1,051
	1,227	1,210	17
	683	688	-5
	8,939	8,606	333
	10,702	10,327	375
	316	296	20
	269	265	4
	3,263	2,646	617
	752	713	39
	4,477	4,277	200
	1,549	1,426	123
	5,258	5,283	-25
	6,127	6,909	-782
	2,072	2,032	40
	100,000	97,111	2,889
	3,233	2,726	507
	7,554	5,996	1,558
	2,131	1,711	420
	4,754	4,575	179
	9,270	9,151	119
	927	874	53
	148,099	158,543	-10,444
	54,458	27,972	26,486
	25,571	26,671	-1,100
	2,321	2,446	-125
	19,843	21,617	-1,774
	5,743	4,379	1,364
	3,029	2,627	402
	2,378	1,752	626
	29,519	29,703	-184
	4,164	5,485	-1,321
	4,392	4,014	378
	2,252	2,141	111
	1,167	1,152	15
	3,324	3,456	-132
	12,014	11,520	494
	1,772	1,626	146
	4,147	4,879	-732
	3,242	3,253	-11
	13,052	11,744	1,308
	8,899	8,226	673
	4,348	3,077	1,271
	4,698	3,846	852
	929	769	160
	2,062	1,546	516
	5,865	4,123	1,742
	661	515	146
	1,322	1,388	-66
	14,401	15,330	-929
	8,994	8,819	175
	2,082	2,087	-5
	3,418	4,173	-755
	1,633	2,087	-454
	3,090	3,090
	41,336	44,776	-3,440
	57,966	57,555	411
	687	688	-1
	4,199	3,279	920
	5,401	3,935	1,466
	2,644	1,968	676
	1,050	1,160	-110
	897	774	123
	182	181	1
	96	90	6
	189	186	3
	193	186	7
	6,756	6,140	616
	3,545	3,775	-230
	14,320	14,537	-217
	392	373	19
	23,053	23,144	-91
	664	659	5
	2,839	2,881	-42
	19,631	19,311	320
	7,606	7,070	536
	931	859	72
	5,762	5,152	610
	3,208	2,576	632
	9,796	7,727	2,069
	35,692	38,982	-3,290
	839	767	72
	9,298	9,001	297
	1,554	1,877	-323
	4,007	5,632	-1,625
	1,430	1,877	-447
	3,186	3,662	-476
	1,571	1,831	-260
	2,261	1,906	355
	4,937	3,812	1,125
	1,884	1,430	454
	4,133	3,758	375
	6,516	5,368	1,148
	2,006	1,610	396
	5,838	5,252	586
	6,288	5,252	1,036
	1,747	1,500	247
	11,526	9,378	2,148
	2,305	1,772	533
	4,063	2,659	1,404
	1,325	886	439
	2,318	1,505	813
	6,199	3,763	2,436
	4,114	2,258	1,856
	619	617	2
	7,474	7,236	238
	2,734	2,840	-106
	3,610	4,131	-521
	1,688	1,807	-119

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			-1,679
b			-535
c			-4,003
d			-36
e			101
			42
			1,407
			3,881
			6,423
			2,708
			1,020
			2,108
			899
			2,731
			381
			1,258
			159
			1,391
			1,447
			169
			5,792
			2,739
			2
			16
			-1,352
			-2,564
			-8,653
			503
			204
			126
			54
			324
			69
			-89
			-385
			-155
			-763
			-1,413
			13,608
			63
			-903
			-484
			1,224
			895
			537
			-2
			234
			233
			230
			43
			-234
			-157
			115
			78
			245
			247
			1,379
			1,540
			1,964
			-159
			-4,009
			-9,450
			-2,823
			11
			58
			748
			54
			2,204
			2,978
			3,351
			1,051
			17
			-5
			333
			375
			20
			4
			617
			39
			200
			123
			-25
			-782
			40
			2,889
			507
			1,558
			420
			179
			119
			53
			-10,444
			26,486
			-1,100
			-125
			-1,774
			1,364
			402
			626
			-184
			-1,321
			378
			111
			15
			-132
			494
			146
			-732
			-11
			1,308
			673
			1,271
			852
			160
			516
			1,742
			146
			-66
			-929
			175
			-5
			-755
			-454

			-3,440
			411
			-1
			920
			1,466
			676
			-110
			123
			1
			6
			3
			7
			616
			-230
			-217
			19
			-91
			5
			-42
			320
			536
			72
			610
			632
			2,069
			-3,290
			72
			297
			-323
			-1,625
			-447
			-476
			-260
			355
			1,125
			454
			375
			1,148
			396
			586
			1,036
			247
			2,148
			533
			1,404
			439
			813
			2,436
			1,856
			2
			238
			-106
			-521
			-119

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	70,592
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 . . . . . . . . . . . . . . . .		3

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? Yes No

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	105,857	2,143,246	0.049391
2010	106,068	2,087,387	0.050814
2009	111,533	1,858,334	0.060018
2008	123,283	2,306,610	0.053448
2007	129,170	2,613,754	0.049419

2	Total of line 1, column (d) ......................	2	0.26309
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	0.052618
4	Enter the net value of noncharitable-use assets for 2012 from Part X, line 5.....	4	2,114,515
5	Multiply line 4 by line 3.......................	5	111,262
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	1,007
7	Add lines 5 and 6.........................	7	112,269
8	Enter qualifying distributions from Part XII, line 4..............	8	109,931
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)

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	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A” on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	2,014
	hereand 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	0
3	Add lines 1 and 2............................	3	2,014
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,014
6	Credits/Payments:

a	2012 estimated tax payments and 2011 overpayment credited to 2012	6a	5,168
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	5,168
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,154
11	Enter the amount of line 10 to be: Credited to 2013 estimated tax2,016	Refunded	11	1,138

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If “Yes,” attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If “Yes,” has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If “Yes,” attach the statement required by General Instruction T.

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?................

Yes

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.

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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.............................

Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

COMERICA BANK Telephone no. bullet

(877) 405-1091

Located at bullet

101 NORTH MAIN STREETANN ARBORMI ZIP+4 bullet

48104

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

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? .................

Yes

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)

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?.............

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)):

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?...............YesNo

If “Yes,” list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?.........................YesNo

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.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(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)........YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If “Yes,” attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?........................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If “Yes” to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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
DAVID J HALL	PRESIDENT 1	0
6954 W JACKSON RD LUDINGTON,MI49341	PRESIDENT 1	0
THOMAS HALL	TREASURER 1	0
2247 GENEVA TERRACE CHICAGO,IL60614	TREASURER 1	0
SUSAN MEYERS	TRUSTEE 1	0
900 5TH THIRD CENTER GRAND RAPIDS,MI49503	TRUSTEE 1	0
MARGIE BACH	SECRETARY 1	0
7540 ALASKA RIDGE SE ALTO,MI49302	SECRETARY 1	0
JENS BACH	TRUSTEE 1	0
7540 ALASKA RIDGE SE ALTO,MI49302	TRUSTEE 1	0
CHRISSIE HALL	TRUSTEE 1	0
6954 W JACKSON RD LUDINGTON,MI49341	TRUSTEE 1	0
DIANE GRAHAM-HENRY	TRUSTEE 1	0
2247 N GENEVA TERRACE CHICAGO,IL60614	TRUSTEE 1	0

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
NONE









Total number of other employees paid over $50,000...................				0

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
NONE

Total number of others receiving over $50,000 for professional services............. bullet

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


2


3


4

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	N/A
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.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,961,980

Average of monthly cash balances.......................

184,736

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

2,146,716

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,146,716

Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see

instructions) .............................

32,201

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

2,114,515

Minimum investment return. Enter 5% of line 5..................

105,726

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

105,726

Tax on investment income for 2012 from Part VI, line 5......

2,014

Income tax for 2012. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

2,014

Distributable amount before adjustments. Subtract line 2c from line 1............

103,712

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

103,712

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

103,712

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

109,931

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

109,931

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).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

109,931

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)

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					103,712
2 Undistributed income, if any, as of the end of 2012:
a Enter amount for 2011 only.......				0
b Total for prior years:2010, 20, 20			0
3 Excess distributions carryover, if any, to 2012:
a From 2007.......	0
b From 2008.......	0
c From 2009.......	7,177
d From 2010.......	2,956
e From 2011.......	3,854
fTotal of lines 3a through e.........		13,987
4Qualifying distributions for 2012 from Part
XII, line 4: $ 109,931
a Applied to 2011, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions)......			0
c Treated as distributions out of corpus (Election required—see instructions).........		0
d Applied to 2012 distributable amount.....					103,712
e Remaining amount distributed out of corpus		6,219
5 Excess distributions carryover applied to 2012.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		20,206
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2011. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2012. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2013 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............		0
8Excess distributions carryover from 2007 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2013. Subtract lines 7 and 8 from line 6a ......		20,206
10 Analysis of line 9:
a Excess from 2008....	0
b Excess from 2009....	7,177
c Excess from 2010....	2,956
d Excess from 2011....	3,854
e Excess from 2012....	6,219

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

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ....
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets” alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment” alternative test— enter 2⁄3 of minimum investment return shown in Part X, line 6 for each year listed...
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) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:

MR DAVID J HALL
6954 W JACKSON RD
LUDINGTON,MI49341
(231) 843-1883

bThe form in which applications should be submitted and information and materials they should include:

REPORT REQUIRED, APPLICATION FORM SUPPLIED, STATE REASON FOR ATTENDING COLLEGE

cAny submission deadlines:

MAY 1ST OF EACH YEAR

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

SCHOLARSHIPS AWARDED TO SENIORS IN MASON COUNTY FOR THE FIRST YEAR OF COLLEGE. FOUR YEAR AWARDS OFFERED

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CHRISTOPHER CONRAD 2133 W CONRAD ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	6,000
HANNAH YANKEE 1204 ELLIS LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	4,000
TIMOTHY HEYSE 2928 N TUTTLE ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	2,000
SAMARA SPOTTS 2560 N DARR ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	6,000
MIRANDA VIGLIETTI 2578 S RIGGLE ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	5,000
RYAN RYBICKI 1766 E FREE SOIL ROAD FREE SOIL,MI49411	NONE	NONE	SCHOLARSHIP	4,000
AMY VANSLEDRIGHT 4650 N MORSE ROAD FOUNTAIN,MI49410	NONE	NONE	SCHOLARSHIP	3,000
SARAH LUCE 2710 W FISHER ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
CAITLYN COOKENMASTER 363 W BEARD ROAD PENTWATER,MI49449	NONE	NONE	SCHOLARSHIP	3,000
ASHLEY MACDONALD 5969 N PETERSON ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
AMANDA WINGELAAR 3524 W FIRST STREET LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	6,000
NATHAN YUTZY 105 W MELENDY STREET LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
ALYSSA BRYAN 1626 E HAWLEY ROAD CUSTER,MI49405	NONE	NONE	SCHOLARSHIP	6,000
JESSICA APPLEDORN 4891 E MILLERTON ROAD FOUNTAIN,MI49410	NONE	NONE	SCHOLARSHIP	2,000
SAMANTHA WAHR 475 N BENSON ROAD FOUNTAIN,MI49410	NONE	NONE	SCHOLARSHIP	2,000
MEGHAN MCCUMBER 1488 N CAMPBELL ROAD FOUNTAIN,MI49410	NONE	NONE	SCHOLARSHIP	1,000
TANGELLA CHRISTMAS 686 S CUSTER ROAD CUSTER,MI49405	NONE	NONE	SCHOLARSHIP	1,000
TYLER THURSTON 4982 FOSTER STREET FOUNTAIN,MI49410	NONE	NONE	SCHOLARSHIP	1,000
JOSEPH MCCUMBER 2116 N STEPHENS ROAD CUSTER,MI49405	NONE	NONE	SCHOLARSHIP	800
JAYLYN CASTONIA 463 MILL STREET CUSTER,MI49405	NONE	NONE	SCHOLARSHIP	800
LAURA STICKNEY 2131 E MEISENHEIMER CUSTER,MI49405	NONE	NONE	SCHOLARSHIP	800
TAYLOR MYER 3210N ROWE LUNDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
KAIJA LUUSUA 3619 W HANSEN LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
MATTHEW OCALLAGHAN 889 N JEBAVY LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	3,000
MIRANDA THOMPSON 1006 N SHERMAN LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	3,000
CONNOR YECK 1565 N WASHINGTON LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,100
KAYLEIGH DOAN 6678 W TIMBER LANE LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
DANIEL LIDMAN 901 N ST PAUL LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
DANIEL STRBICH 1443 ROHRMOSSER LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
JORDON EVANS 706 DEXTER LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	1,500
BROOKE RIEMER 907 MANITOU LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	1,500
HUNTER TUINSTRA 5566 W KISTLER LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	1,500
RICHARD BOGUS 4830 W DECKER LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	1,500
KERRI CONRAD 2133 W CONRAD ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
KRISTEN JOHNSON 448 W DECKER ROAD SCOTTNILLE,MI49454	NONE	NONE	SCHOLARSHIP	2,000
EMMA KARAS 1220 E FOUNTAIN ROAD FREESOIL,MI49411	NONE	NONE	SCHOLARSHIP	2,000
BRIANNA WISE 117 W STATE STREET SCOTTVILLE,MI49545	NONE	NONE	SCHOLARSHIP	1,950
KASSANDRA FREDERICK 6117 E US 10 CUSTER,MI49405	NONE	NONE	SCHOLARSHIP	1,950
DANIELLE HEARNS 1463 N CEDAR LANE SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	1,950
HANNA QUINLAN 1869 N AMBER ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	1,950
AUSTIN COX 6377 S EDEN LAKE ROAD CUSTER,MI49405	NONE	NONE	SCHOLARSHIP	1,950
JESSE DRIER 856 W JOHNSON ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	1,950
MAGNOLIA MORTON 1145 E WILSON ROAD SCOTTVILLE,MI49431	NONE	NONE	SCHOLARSHIP	1,950
NICHOLAS RUBY 890 E SUGAR GROVE ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	1,950
JOHRIE BEADLE 5787 S TYNDALL ROAD BRANCH,MI49402	NONE	NONE	SCHOLARSHIP	500
JENNIFER BRIGGS 493 E SUGAR GROVE ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	500
CASEY KAPALA 2165 W HANSEN ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	500
LUKE LUND 1573 N GORDON ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	500
SAMUEL LIPPS 2369 S HOGENSON ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	500
Total ................................. 3a				108,600

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3Interest on savings and temporary cash investments			14	19
4 Dividends and interest from securities....			14	56,113
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	70,592
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				126,724

13Total. Add line 12, columns (b), (d), and (e)..................

13126,724

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section

Yes

501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2012)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2012 InvestmentsCorpBondsSchedule

Name:

CORWILL AND MARGIE JACKSON FOUNDATION CO

EIN: 38-6064502

Name of Bond	End of Year Book Value	End of Year Fair Market Value
CORPORATE BONDS	511,159	546,581

- TIN:

TY 2012 InvestmentsCorpStockSchedule

Name:

CORWILL AND MARGIE JACKSON FOUNDATION CO

EIN: 38-6064502

Name of Stock	End of Year Book Value	End of Year Fair Market Value
CORPORATE STOCKS	1,269,291	1,341,936

- TIN:

TY 2012 OtherIncreasesSchedule

Name:

CORWILL AND MARGIE JACKSON FOUNDATION CO

EIN: 38-6064502

Description	Amount
DIFFERENCE BETWEEN RECEIPTS AND TAXABLE INCOME.	278