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
2011
For calendar year 2011, or tax year beginning 09-01-2011 , and ending 08-31-2012
G
Check all that apply:
Name of foundation
DYER-IVES FOUNDATION
 
% LINDA PATTERSON
Number and street (or P.O. box number if mail is not delivered to street address)161 OTTAWA NW   Room/suite
City or town, state, and ZIP code
GRAND RAPIDS, MI49503
A Employer identification number

38-6049657
B Telephone number (see page 10 of the instructions)

(616) 454-4502
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,408,796
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 136,486 136,486  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 83,475
b Gross sales price for all assets on line 6a 759,288
7 Capital gain net income (from Part IV, line 2)... 740
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 219,961 137,226  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000     67,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 8,937      
c Other professional fees (attach schedule).... 23,135 22,005    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 20,081 57   5,436
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 8,414      
21 Travel, conferences, and meetings....... 936     936
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 110,637     96,255
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 247,140 22,062   170,127
25 Contributions, gifts, grants paid........ 470,325 375,848
26 Total expenses and disbursements. Add lines 24 and 25 717,465 22,062   545,975
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -497,504
b Net investment income (if negative, enter -0-) 115,164
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 4,754,056 246,735 246,735
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
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)........ 0 Click to see attachment4,123,596 4,123,596
c Investments—corporate bonds (attach schedule)........ 58,644 Click to see attachment34,715 34,715
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet26,860
Less: accumulated depreciation (attach schedule) bullet26,860 710   0
15 Other assets (describe bullet) Click to see attachment3,750 Click to see attachment3,750 Click to see attachment3,750
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,817,160 4,408,796 4,408,796
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................... 52,697 142,334
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 attachment684 Click to see attachment187
23 Total liabilities (add lines 17 through 22).......... 53,381 142,521
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 4,763,779 4,266,275
25 Temporarily restricted................    
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).................... 4,763,779 4,266,275
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,817,160 4,408,796
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 4,763,779
2 Enter amount from Part I, line 27a..................... 2 -497,504
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 4,266,275
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 4,266,275
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a THERMO FISHER SCIENTIFIC, INC.   2011-02-14 2011-09-01
b FAIRHOLME FOCUSED INCOME FUND   2011-09-09 2012-06-13
c MANAGERS PIMCO BOND FUND   2011-09-09 2012-06-13
d OPPENHEIMER INTL BOND FUND   2011-09-09 2012-06-13
e PIMCO UNCONSTRAINED BD INSTL   2011-09-09 2012-06-13
FPA CRESCENT INSTL   2011-09-09 2012-07-06
IVA INTERNATIONAL FUND   2011-09-09 2012-07-06
ASG GLOBAL ALTERNATIVES FUND   2011-09-09 2012-07-06
OPPENHEIMER INTL BOND FUND   2011-09-09 2012-07-06
FPA CRESCENT INSTL   2011-09-09 2012-08-30
MANAGERS PIMCO BOND FUND   2011-09-09 2012-08-30
ASG GLOBAL ALTERNATIVES FUND   2011-09-09 2012-08-30
PIMCO UNCONSTRAINED BD INSTL   2011-09-09 2012-08-30
(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 23,996   22,986 1,010
b 19,980   20,000 -20
c 39,980   39,113 867
d 39,980   41,739 -1,759
e 49,980   48,498 1,482
99,980   96,451 3,529
99,980   101,576 -1,596
49,980   51,777 -1,797
74,980   76,777 -1,797
24,980   23,409 1,571
24,980   24,002 978
185,512   188,243 -2,731
24,980   23,977 1,003
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       1,010
b       -20
c       867
d       -1,759
e       1,482
      3,529
      -1,596
      -1,797
      -1,797
      1,571
      978
      -2,731
      1,003
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 2 740
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 408,016 5,362,568 0.076086
2009 421,552 5,005,339 0.08422
2008 358,476 4,753,563 0.075412
2007 454,471 6,863,178 0.066219
2006 417,011 7,350,958 0.056729
2 Total of line 1, column (d) ...................... 2 0.358666
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 0.071733
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 4,997,885
5 Multiply line 4 by line 3....................... 5 358,513
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,152
7 Add lines 5 and 6......................... 7 359,665
8 Enter qualifying distributions from Part XII, line 4.............. 8 545,975
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,152
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 1,152
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 1,152
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 7,163
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 7,163
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 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 6,011
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet6,011 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? Click to see attachment....................
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 changesClick to see attachment....
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.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletMI
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.DYER-IVES.ORG
    14
    The books are in care ofbulletLINDA PATTERSON Telephone no.bullet (616) 454-4502
    Located atbullet161 OTTAWA NW STE 501HGRAND RAPIDSMI ZIP+4bullet49503
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    LINDA B PATTERSON EXECUTIVE DIRECTOR
    30.0
    75,000    
    161 OTTAWA NW SUITE 501-H
    GRAND RAPIDS,MI49503
    JOHN D HIBBARD JR VICE CHAIRMAN
    2.0
    0    
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
    R MALCOLM CUMMING SECRETARY
    2.0
    0    
    201 WEST FULTON 1411
    GRAND RAPIDS,MI49503
    SUSAN COBB TREASURER
    2.0
    0    
    9092 DEER POINT DRIVE
    NEWAYGO,MI49337
    PAUL HAAN DIRECTOR
    2.0
    0    
    420 SWEET STREET NE
    GRAND RAPIDS,MI49505
    JOCELYN DETLOFF DIRECTOR
    2.0
    0    
    161 OTTAWA NW SUITE 501-H
    GRAND RAPIDS,MI49503
    JOSE L REYNA DIRECTOR
    2.0
    0    
    300 MONROE NW
    GRAND RAPIDS,MI49503
    JOHN R HUNTING CHAIRMAN
    2.0
    0    
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
    ROSALYNN BLISS DIRECTOR
    2.0
    0    
    2355 KNAPP STREET NE
    GRAND RAPIDS,MI49505
    STEEVE BUCKRIDGE PRESIDENT
    2.0
    0    
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
    DOTTI CLUNE DIRECTOR
    2.0
    0    
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
    JULIA GUEVARA DIRECTOR
    2.0
    0    
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
    ANDY GUY DIRECTOR
    2.0
    0    
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
    SIMONE JONAITIS DIRECTOR
    2.0
    0    
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
    CARL D KELLY DIRECTOR
    2.0
    0    
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
    DAREL ROSS DIRECTOR
    2.0
    0    
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
    CARLOS SANCHEZ DIRECTOR
    2.0
    0    
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
    BETTY ZYLSTRA DIRECTOR
    2.0
    0    
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    PERSHING ADVISOR SOLUTIONS INVEST ADVISORY FEES 5,413
    ONE PERSHING PLAZA
    JERSEY CITY,NJ07399
    THE HOERNER PLANNING GROUP LLC INVEST ADVISORY FEES 16,592
    PO BOX 1326
    MIDDLEBURG,VA20118
    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 PROGRAM GRANTS HELPING ORGANIZATIONS TO WORK ON SPECIFIC PROJECTS THAT BETTER THE WELFARE OF THE GRAND RAPIDS COMMUNITY. 375,848
    2 NEIGHBORHOOD INITIATIVE PROJECT FOR LOCAL ENTITIES, AND NATIONAL RESEARCH ON RECOMMENDED PRACTICES FOR COMMUNITY ORGANIZING AND ECONOMIC DEVELOPMENT. 91,014
    3 KENT COUNTY POETRY COMPETITION TO ENCOURAGE EXCELLENCE IN WRITING AND PROVIDE RECOGNITION FOR LOCAL WORK OF HIGH QUALITY. 3,320
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,602,170
    b
    Average of monthly cash balances.......................
    1b
    471,825
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,073,995
    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
    5,073,995
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    76,110
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,997,885
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    249,894
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    249,894
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    1,152
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,152
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    248,742
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    248,742
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    248,742
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    545,975
    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
    0
    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
    545,975
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    1,152
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    544,823
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2010
    (c)
    2010
    (d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 248,742
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 0
    b Total for prior years:2009, 2008, 2007 0
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 59,840
    b From 2007....... 113,504
    c From 2008....... 120,150
    d From 2009....... 175,693
    e From 2010....... 141,513
    fTotal of lines 3a through e......... 610,700
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 545,975
    a Applied to 2010, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
     
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
     
    d Applied to 2011 distributable amount..... 248,742
    e Remaining amount distributed out of corpus 297,233
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 907,933
    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......
     
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
    0
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
     
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    59,840
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......
    848,093
    10 Analysis of line 9:
    a Excess from 2007.... 113,504
    b Excess from 2008.... 120,150
    c Excess from 2009.... 175,693
    d Excess from 2010.... 141,513
    e Excess from 2011.... 297,233
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    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 page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JOHN R HUNTING
    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:
    LINDA PATTERSON
    161 OTTAWA NW SUITE 501-H
    GRAND RAPIDS,MI49503
    (616) 452-4502
    bThe form in which applications should be submitted and information and materials they should include:
    DYER-IVES' APPLICATION PROCESS IS UNCOMPLICATED, OFFERING CONSULTING SERVICES FOR PROSPECTIVE COMMUNITY APPLICANTS AND A QUICK TURN AROUND ON GRANT REQUESTS. GRANT APPLICANTS ARE ARE ASKED TO: 1) CONTACT THE EXECUTIVE DIRECTOR BY TELEPHONE OR APPOINTMENT TO DISCUSS THE REQUEST; 2) PREPARE A SPECIFIC PROPOSAL, AFTER IT IS AGREED THAT YOUR REQUEST CAN BE CONSIDERED, INCLUDING WHERE APPROPRIATE A ONE OR TWO PAGE DESCRIPTION OF YOUR ORGANIZATION AND ITS PURPOSE, THE GOALS OF YOUR PROJECT AND HOW WELL THEY WILL BE MEASURED, WHAT OTHER ORGANIZATIONS YOU WILL BE WORKING WITH TO ACCOMPLISH YOUR OBJECTIVES, HOW YOU PLAN TO CONTINUE THE PROJECT IN THE FUTURE, AND THE SPECIFIC AMOUNT OF FUNDS YOU ARE REQUESTING. 3) APPEND THE FOLLOWING DOCUMENTS TO YOUR PROPOSAL: AN OPERATING BUDGET OF THE PROJECT FOR WHICH YOU ARE REQUESTING FUNDS; A COPY OF YOUR ORGANIZATION'S IRS 501(C)(3) FORM; A LISTING OF YOUR ORGANIZATION'S BOARD OF DIRECTORS. 4) SEND ONE COPY OF THE PROPOSAL TO THE FOUNDATION'S OFFICE. 5)
    cAny submission deadlines:
    THE FOUNDATION DOES NOT OPERATE ON A GRANTMAKING CYCLE, PREFERRING TO ACCOMODATE APPLICANTS BY REVIE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION FAVORS PROPOSALS WHICH MEET THE FOLLOWING CRITERIA: SUPPORT THE MISSION OF THE FOUNDATION; DEMONSTRATE MEANINGFUL INVOLVEMENT BY VOLUNTEERS, CITIZENS, RESIDENTS, SERVICE RECIPIENTS, OR OTHER GRASS ROOTS NEIGHBORHOOD GROUPS; EVIDENCE A PERSONAL COMMITMENT BY THE LEADERSHIP INVOLVED; DEMONSTRATE COLLABORATION WITH GROUPS OF ALLIED INTERESTS; SUPPORT HUMAN AND ORGANIZATIONAL CAPACITY BUILDING; EXHIBIT REALISTIC PLANS FOR SUSTAINABILITY; REFLECT A VIABLE AND PRUDENT BUDGET, IDENTIFY WHAT IS TO BE ACCOMPLISHED AND HOW IT WILL BE DOCUMENTED. AS A CATALYST, THE DYER-IVES FOUNDATION SEEKS COMPETENCE THAT WILL DEMONSTRATE AN IMPACT GREATER THAN THE DOLLAR VALUE OF ITS GRANT, AND PROGRAMS THAT ARE CONSISTENT WITH MANAGED URBAN-GROWTH STRATEGIES. THE FOUNDATION DOES NOT GENERALLY CONSIDER ANNUAL DRIVES, BUILDING FUNDS, SCHOLARSHIPS, CAPITAL EXPENDITURES, OR SUPPORT OF ONGOING OPERATIONS.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    THE ARC KENT COUNTY
    4405 44th St SE
    GRAND RAPIDS,MI49512
    NONE PUBLIC BOARD DESIGNATED HONORARY GRANT 200
    CRESTON NEIGHBORHOOD ASSOCIATION
    205 CARRIER STREET NE
    GRAND RAPIDS,MI49505
    NONE PUBLIC NORTH QUARTER WATER ISLANDS AND BOARD DESIGNATED HONORARY GRANT 50,500
    GRAND RAPIDS COMMUNITY FOUNDATION
    485 OAKES ST SW
    GRAND RAPIDS,MI49503
    NONE PUBLIC NONPROFIT TECHNICAL ASSISTANCE FUND 15,000
    COMMUNITY MEDIA CENTER
    711 BRIDGE STREET NW
    GRAND RAPIDS,MI49504
    NONE PUBLIC WEBSITE HOSTING AND BOARD DESIGNATED HONORARY GRANT 465
    WEST MICHIGAN ENVIRONMENTAL ACTION COUNCIL
    1007 LAKE DRIVE SE
    GRAND RAPIDS,MI49506
      PUBLIC SUSTAINING STORMWATER INVESTMENT AND BOARD DESIGNATED HONORARY GRANT 50,150
    MICAH CENTER
    2010 KALAMAZOO AVE SE
    GRAND RAPIDS,MI49507
      PUBLIC ANTI WAGE THEFT PROGRAM 5,160
    LINC
    1167 MADISON AVE SE
    GRAND RAPIDS,MI49507
      PUBLIC FRANKLIN/EASTERN/WEALTHY AREA SPECIFIC PLANS AND BOARD DESIGNATED HONORARY GRANT 50,500
    KENT COUNTY RENTERS ALLIANCE
    671 DAVIS AVE NW
    1
    GRAND RAPIDS,MI49504
      PUBLIC WEBSITE SET UP 200
    WEST MICHIGAN HISPANIC CHAMBER OF COMMERCE
    1251 CENTURY SW
    GRAND RAPIDS,MI49503
      PUBLIC MARSHALL CHAVEZ HONORARIUM 120
    FRIENDS OF GRAND RAPIDS PARKS
    PO BOX 3199
    GRAND RAPIDS,MI49501
      PUBLIC PLAYGROUNDS TO NEIGHBORHOOD PARKS PROJECT AND BOARD DESIGNATED HONORARY GRANT 47,290
    GVSU JOHNSON CENTER
    1 CAMPUS DRIVE
    ALLENDALE,MI49041
      PUBLIC CRI DATA PROJECT 125,000
    DISABILITY ADVOCATES OF KENT COUNTY
    3600 Camelot Drive SE
    GRAND RAPIDS,MI49546
      PUBLIC BOARD DESIGNATED HONORARY GRANT 750
    EAST HILLS COUNCIL OF NEIGHBORS
    131 Eastern Ave SE
    GRAND RAPIDS,MI49503
      PUBLIC BOARD DESIGNATED HONORARY GRANT 100
    EMBELISH
    PO BOX 1497
    GRAND RAPIDS,MI49501
      PUBLIC BOARD DESIGNATE HONORARY GRANT 500
    GOD'S KITCHEN
    303 DIVISION AVENUE SOUTH
    GRAND RAPIDS,MI49503
      PUBLIC BOARD DESIGNATED HONORARY GRANT 200
    GR BOX
    900 FULLER AVE
    GRAND RAPIDS,MI49506
      PUBLIC BOARD DESIGNATED HONORARY GRANT 300
    GRAND RAPIDS STUDENT ADVANCEMENT FOUNDATION
    111 LIBRARY NE
    GRAND RAPIDS,MI49503
      PUBLIC BOARD DESIGNATED HONORARY GRANT 250
    HERITAGE HILL ASSOCIATION
    126 COLLEGE AVE SE
    GRAND RAPIDS,MI49503
      PUBLIC BOARD DESIGNATED HONORARY GRANT 100
    HISPANIC CENTER OF WESTERN MICHIGAN
    1204 GRANDVILLE AVE SW
    GRAND RAPIDS,MI49503
      PUBLIC BOARD DESIGNATED HONORARY GRANT 200
    MICHIGAN ALLIANCE FOR AFRICAN WOMEN
    207 EAST FULTON STREET
    4TH FLOOR
    GRAND RAPIDS,MI49503
      PUBLIC BOARD DESIGNATED HONORARY GRANT 200
    URBAN INSTITUTE FOR CONTEMPORARY ARTS
    2 FULTON WEST
    GRAND RAPDIS,MI49503
      PUBLIC BOARD DESIGNATED HONORARY GRANT 500
    WEST GRAND NEIGHBORHOOD ORGANIZATION
    415 LEONARD ST NW
    GRAND RAPIDS,MI49504
    NONE PUBLIC BOARD DESIGNATED HONORARY GRANT AND WEST LEONARD ASP 15,500
    FIRST STEPS KENT
    118 COMMERCE AVE SW 300
    GRAND RAPIDS,MI49503
      PUBLIC WELCOME HOME BABY TOOLKIT VIDEO 6,000
    HEART OF WEST MICHIGAN UNITED WAY
    118 COMMERCE AVE SW 100
    GRAND RAPIDS,MI49503
    NONE PUBLIC EITC 4/2/12 2,613
    ROOSEVELT PARK NEIGHBORHOOD ASSOCIATION
    1260 GRANDVILLE AVE SW
    GRAND RAPIDS,MI49503
      PUBLIC BOARD DESIGNATED HONORARY GRANT 200
    HEALTHY HOMES COALITION
    742 FRANKLIN STREET SE
    GRAND RAPIDS,MI49507
      PUBLIC BOARD DESIGNATED HONORARY GRANT 1,100
    DYER IVES CONSULTANT SERVICE SUPPORT TOOLS
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
    PUBLIC   WORKSHOP REGISTRATION FEES 2,750
    Total .................................bullet 3a 375,848
    bApproved for future payment
    CRESTON NEIGHBORHOOD ASSOCIATION
    205 CARRIER STREET NE
    GRAND RAPIDS,MI49505
      PUBLIC ABERDEEN KABOOM PLAYGROUND AND PARK 2,250
    MIDTOWN NEIGHBORHOOD ASSOCIATION
    1147 E FULTON
    GRAND RAPIDS,MI49503
      PUBLIC FULTON STREET FARMERS MARKET CAPITAL CAMPAIGN 50,000
    SALVATION ARMY
    4281 28TH ST SE
    GRAND RAPIDS CH TWP,MI49512
      PUBLIC COALITION TO END HOMELESSNESS HOUSING ADVOCATE 36,000
    KENT COUNTY PARKS AND RECREATIONAL DEPARTMENT
    1700 Butterworth St SW
    GRAND RAPIDS,MI49534
      PUBLIC TO SUPPORT A MULTI-JURISDICTIONAL STUDY AND ANALYSIS TO EXAMINE OPTIONS FOR SUSTAINING PARKS 25,000
    44TH ANNUAL KENT COUNTY POETRY CONTEST
    161 OTTAWA NW
    GRAND RAPIDS,MI49503
      PUBLIC PROGRAM ASSISTANCE 680
    ALS ASSOCIATION MICHIGAN CHAPTER
    678 FRONT AVE NW
    GRAND RAPIDS,MI49504
    NONE PUBLIC VIRTUAL SERVICES PROGRAM 6,100
    HEART OF WEST MICHIGAN UNITED WAY
    118 COMMERCE AVE SW 100
    GRAND RAPIDS,MI495034106
    NONE PUBLIC TAX CREDIT 20,484
    GUIDING LIGHT MISSION
    255 DIVISION AVE SOUTH
    GRAND RAPIDS,MI495034538
      PUBLIC DATA SOFTWARE 2,500
    Total .................................bullet 3b 143,014
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 136,486  
    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 83,475  
    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)..   219,961  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13219,961
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AllOthProgRltdInvestmentsSch
    Name:
    DYER-IVES FOUNDATION
    EIN: 38-6049657
    Category Amount
    NONE  

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

    TY 2011 DepreciationSchedule
    Name:
    DYER-IVES FOUNDATION
    EIN: 38-6049657
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    DYER-IVES FOUNDATION
    EIN: 38-6049657
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 34,715 34,715

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    DYER-IVES FOUNDATION
    EIN: 38-6049657
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MUTUAL FUNDS 4,123,596 4,123,596

    TY 2011 LandEtcSchedule2
    Name:
    DYER-IVES FOUNDATION
    EIN: 38-6049657
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2011 OtherAssetsSchedule
    Name:
    DYER-IVES FOUNDATION
    EIN: 38-6049657
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    REFUNDABLE EXCISE TAX 3,750 3,750 3,750


    TY 2011 OtherExpensesSchedule
    Name:
    DYER-IVES FOUNDATION
    EIN: 38-6049657
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 3,375      
    PROFESSIONAL DEVELOPMENT 107     107
    UTILITIES 4,184      
    INSURANCE 6,823      
    MISCELLANEOUS 1,648     1,648
    POETRY COMPETITION 3,320     3,320
    NEIGHBORHOOD INITIATIVE 91,180     91,180


    TY 2011 OtherLiabilitiesSchedule
    Name:
    DYER-IVES FOUNDATION
    EIN: 38-6049657
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES PAYABLE 684 187


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    DYER-IVES FOUNDATION
    EIN: 38-6049657
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK AND INVESTMENT FEES 22,126 22,005    
    PAYROLL SERVICES FEES 1,009      


    TY 2011 TaxesSchedule
    Name:
    DYER-IVES FOUNDATION
    EIN: 38-6049657
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 6,040     5,436
    FEDERAL EXCISE TAX 13,964      
    FOREIGN TAX 57 57    
    STATE NONPROFIT REGISTRATION 20