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
THE WILLARD G PIERCE AND JESSIE M
PIERCE FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)701 W CLOVERDALE ROAD   Room/suite
City or town, state, and ZIP code
HASTINGS, MI49058
A Employer identification number

38-2820095
B Telephone number (see instructions)

(269) 721-4190
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$29,134,011J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 64,541
2 Check bullet
3 Interest on savings and temporary cash investments 228 228 228
4 Dividends and interest from securities...... 543,991 543,991 543,991
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 327,080
b Gross sales price for all assets on line 6a 15,663,600
7 Capital gain net income (from Part IV, line 2)... 327,080
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 10,654
b Less: Cost of goods sold.... 5,461
c Gross profit or (loss) (attach schedule)..... Click to see attachment 5,193 5,193
11 Other income (attach schedule)....... Click to see attachment 152,853   152,853
12 Total. Add lines 1 through 11........ 1,093,886 871,299 702,265
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 111,157 14,175 14,175 96,982
14 Other employee salaries and wages...... 387,501 19,855 35,423 314,805
15 Pension plans, employee benefits....... 72,875 3,554 7,486 58,335
16a Legal fees (attach schedule)......... Click to see attachment 3,233 129   3,104
b Accounting fees (attach schedule)....... Click to see attachment 16,429 1,290   15,139
c Other professional fees (attach schedule)....        
17 Interest............... 42,899 1,716   41,183
18 Taxes (attach schedule) (see instructions) Click to see attachment 8,249 8,249    
19 Depreciation (attach schedule) and depletion... Click to see attachment 186,905 7,478 38,326
20 Occupancy.............. 41,043 1,642 3,366 36,036
21 Travel, conferences, and meetings....... 7,171 287 1,470 5,414
22 Printing and publications.......... 6,587   1,614 4,974
23 Other expenses (attach schedule)....... Click to see attachment 388,302 93,645 57,298 237,360
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,272,351 152,020 159,158 813,332
25 Contributions, gifts, grants paid........ 29,692 29,692
26 Total expenses and disbursements. Add lines 24 and 25 1,302,043 152,020 159,158 843,024
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -208,157
b Net investment income (if negative, enter -0-) 719,279
c Adjusted net income (if negative, enter -0-)... 543,107
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 300 300 300
2 Savings and temporary cash investments.......... 306,478 210,664 210,664
3 Accounts receivable bullet5,614
Less: allowance for doubtful accounts bullet   1,182 5,614 5,614
4 Pledges receivable bullet405,391
Less: allowance for doubtful accounts bullet   486,087 405,391 405,391
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............... 4,412 5,384 5,384
9 Prepaid expenses and deferred charges........... 38,506 39,899 39,889
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 11,823,371 Click to see attachment14,832,549 14,832,549
c Investments—corporate bonds (attach schedule)........ 4,233,286 Click to see attachment3,206,915 3,206,915
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,130,967 Click to see attachment2,443,396 2,443,396
14 Land, buildings, and equipment: basis bullet7,832,219
Less: accumulated depreciation (attach schedule) bullet2,538,093 5,449,539 Click to see attachment5,294,126 7,832,219
15 Other assets (describe bullet) Click to see attachment180,016 Click to see attachment151,690 Click to see attachment151,690
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,654,144 26,595,928 29,134,011
Liabilities 17 Accounts payable and accrued expenses.......... 19,873 35,554
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment4,304,381 Click to see attachment4,196,753
23 Total liabilities (add lines 17 through 22).......... 4,324,254 4,232,307
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 20,829,205 21,860,920
25 Temporarily restricted................ 685 2,701
26 Permanently restricted................ 500,000 500,000
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).................... 21,329,890 22,363,621
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 25,654,144 26,595,928
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 21,329,890
2 Enter amount from Part I, line 27a..................... 2 -208,157
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,241,888
4 Add lines 1, 2, and 3.......................... 4 22,363,621
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 22,363,621
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a SMITH BARNEY ST SEE ATTACHED P 2012-01-01 2012-12-31
b SMITH BARNEY LT - SEE ATTACHED P 2010-12-31 2012-12-31
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 6,178,598   6,216,768 -38,170
b 9,482,697   9,119,752 362,945
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -38,170
b       362,945
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 327,080
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 874,169 19,901,152 0.043926
2010 845,973 18,435,082 0.045889
2009 910,312 16,854,763 0.054009
2008 943,811 21,425,179 0.044051
2007 966,238 26,680,050 0.036216
2 Total of line 1, column (d) ...................... 2 0.224091
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 0.044818
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 20,262,151
5 Multiply line 4 by line 3....................... 5 908,109
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,193
7 Add lines 5 and 6......................... 7 915,302
8 Enter qualifying distributions from Part XII, line 4.............. 8 874,664
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 14,386
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 14,386
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 14,386
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 11,591
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 11,591
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 2,795
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
 
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.CEDARCREEKINSTITUTE.ORG
    14
    The books are in care ofbulletMICHELLE SKEDGELL Telephone no.bullet (269) 721-4470
    Located atbullet701 W CLOVERDALE RDHASTINGSMI ZIP+4bullet49058
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    WILLARD L PIERCEClick to see attachment TRUSTEE
    1.00     		4,100 0 0
    701 W CLOVERDALE RD
    HASTINGS,MI49058
    CARL SCHOESSELClick to see attachment PRESIDENT
    4.00     		4,200 0 0
    701 W CLOVERDALE RD
    HASTINGS,MI49058
    HILARY F SNELLClick to see attachment TRUSTEE
    1.00     		4,000 0 0
    701 W CLOVERDALE RD
    HASTINGS,MI49501
    MICHELLE SKEDGELLClick to see attachment EXECUTIVE DI
    40.00     		90,007 7,867 0
    701 W CLOVERDALE RD
    HASTINGS,MI49058
    JAMES R TOBURENClick to see attachment TREASURER
    4.00     		4,200 0 0
    701 W CLOVERDALE RD
    HASTINGS,MI49058
    JEFF GARRISONClick to see attachment VICE PRESIDE
    4.00     		4,000 0 0
    701 W CLOVERDALE RD
    HASTINGS,MI49058
    TODD GEERLINGSClick to see attachment TRUSTEE
    1.00     		650 0 0
    701 W CLOVERDALE RD
    HASTINGS,MI49058
    DR SHAILY MENONClick to see attachment TRUSTEE
    1.00     		0 0 0
    701 W CLOVERDALE RD
    HASTINGS,MI49058
    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
    HUGH BROWNClick to see attachment BFS DIRECTOR
    40.00     		63,603    
    3184 BROSS ROAD
    HASTINGS,MI49058
    Total number of other employees paid over $50,000...................bullet  
    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 BIOLOGICAL FIELD STATION PROGRAMS - TWELVE UNDERGRADUATE RESEARCH PROJECTS, INVOLVING 16 STUDENTS WERE FUNDED THROUGH THE INSTITUTE'S UNDERGRADUATE RESEARCH GRANTS FOR THE ENVIRONMENT (URGE) PROGRAM, THE GORDON ART FELLOWSHIP, AND THE NATURE IN WORDS FELLOWSHIP IN 2012. STUDENTS AND FACULTY MENTORS CONDUCTED SUMMER RESEARCH PROJECTS RANGING FROM STUDIES OF SONGBIRD NESTING HABITAT AND CATTAIL HYBRIDIZATION TO A LOOK AT THE NATURAL WORLD THROUGH THE EYES OF AN ARTIST AND WRITER. EDUCATIONAL INSTITUTIONS SUCH AS GRAND RAPIDS COMMUNITY COLLEGE, KALAMAZOO COLLEGE, WESTERN MICHIGAN UNIVERSITY, AND ALBION COLLEGE BROUGHT STUDENTS TO THE INSTITUTE FOR FIELD STUDIES IN CONJUNCTION WITH COURSES THEY OFFERED. 447,333
    2 COMMUNITY ENVIRONMENTAL EDUCATION PROGRAMS - COURSES, PROGRAMS, HIKES AND CONFERENCES WERE PRESENTED FOR THE COMMUNITY TO TEACH A VARIETY OF ENVIRONMENTAL TOPICS. COMMUNITY PROGRAMS RANGED FROM PHOTOVOLTAIC WORKSHOPS TO A BIRDS OF PREY PROGRAM. WILDFLOWER HIKES, SNOWSHOE HIKES AND WINTER TREE IDENTIFICATION HIKES WERE OFFERED. IN MARCH, THE INSTITUTE PRESENTED THE SUSTAINABILITY CONFERENCE THAT WAS ATTENDED BY 120 PEOPLE FROM MICHIGAN AND SURROUNDING STATES. IN 2012, OVER 65 PROGRAMS BROUGHT IN APPROXIMATELY 2,500 PARTICIPANTS TO THESE TYPES OF OFFERINGS. THE PUBLIC IS ALSO WELCOME TO HIKE THE INSTITUTE'S 7 MILES OF TRAILS ON ITS 661 ACRES DAILY AT NO COST. 284,666
    3 SCHOOL & GROUP PROGRAMS - BOTH ON-SITE AND OFF-SITE PROGRAMS PROVIDED A VARIETY OF ENVIRONMENTAL EDUCATION PROGRAMS TO AREA PRE K-12 STUDENTS. PROGRAMS SUCH AS GREEN CLEANING ESSENTIALS FOR MOTHERS OF PRESCHOOLERS AND A SUMMER NO FAMILY LEFT INDOORS SERIES WERE OFFERED. PROGRAMS WERE ALSO OFFERED TO SOCIAL AND LIFE-LONG LEARNING GROUPS BRINGING IN COUPLES AND RETIREES TO LEARN ABOUT OTTERS, THE HISTORY OF MICHIGAN FORESTS, AND GLACIAL FORMATIONS, TO NAME A FEW. 48,800
    4 PROFESSIONAL EDUCATION - PIERCE CEDAR CREEK INSTITUTE OFFERED ECOLOGICAL EDUCATION SEMINARS TO THE PUBLIC, PROFESSIONALS AND EDUCATORS. VARIOUS ORGANIZATIONS SUCH AS THE DEPARTMENT OF NATURAL RESOURCE, BARRY CONSERVATION DISTRICT, AND THE SOUTHWEST MICHIGAN LAND CONSERVANCY HAD PROGRAMS ON SITE TO EXPAND ENVIRONMENTAL EDUCATION. 32,533
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 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.)
    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
    20,179,126
    b
    Average of monthly cash balances.......................
    1b
    279,516
    c
    Fair market value of all other assets (see instructions)................
    1c
    112,070
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,570,712
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    20,570,712
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    308,561
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,262,151
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,013,108
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
     
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    843,024
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    31,640
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    874,664
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    874,664
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 874,664
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount.....  
    e Remaining amount distributed out of corpus 874,664
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 874,664
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
    543,107 648,620 921,754 491,074 2,604,555
    b 85% of line 2a ......... 461,641 551,327 783,491 417,413 2,213,872
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		874,664 877,758 850,291 913,999 3,516,712
    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 ....     		874,664 877,758 850,291 913,999 3,516,712
    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...     		675,405 663,372 614,503 561,825 2,515,105
    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).)
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
     
    bThe form in which applications should be submitted and information and materials they should include:
    PIERCE CEDAR CREEK INSTITUTE NO LONGER ACCEPTS APPLICATIONS FOR NEW GRANTS.
    cAny submission deadlines:
    NO SUBMISSIONS ARE ACCEPTED.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO NEW FUNDING IS BEING CONSIDERED.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    FIRST PRESBYTERIAN CHURCH
    405 NORTH M37 HIGHWAY
    HASTINGS,MI49058     		NONE EXEMPT GENERAL FUND 10,677
    LOVE INC
    305 S MICHIGAN AVE
    HASTINGS,MI49058     		NONE EXEMPT AID TO FAMILIES 5,338
    CHARLTON PARK VILLAGE FOU
    525 W APPLE ST
    HASTINGS,MI49058     		NONE EXEMPT GENERAL FUND 10,677
    BALTIMORE TOWNSHIP
    3100 E DOWLING RD
    HASTINGS,MI49058     		NONE EXEMPT GENERAL FUND 2,000
    HOPE TOWNSHIP
    5463 S M-43
    HASTINGS,MI49058     		NONE EXEMPT GENERAL FUND 1,000
    Total .................................bullet 3a 29,692
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aEDUCATION & COMMUNITY PROGRAM         18,053
    bBFS PROGRAM         36,254
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....         24,855
    3Interest on savings and temporary cash investments     14 228  
    4 Dividends and interest from securities....     14 543,991  
    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     14 327,080  
    9 Net income or (loss) from special events:     3 3,885  
    10 Gross profit or (loss) from sales of inventory..     3 5,193  
    11 Other revenue: aMISCELLANEOUS INCOME     1 10,378  
    bFACILITY RENTAL     41 48,736  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   939,491 79,162
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,018,653
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A THE INCOME REPRESENTS FEES FOR COMMUNITY ECOLOGY RELATED CLASSES.
    1B THE INCOME REPRESENTS PROGRAMS ON ECOLOGY RELATED SUBJECTS FOR COLLEGE STUDENTS AND FACULTY.
    2 MEMBERSHIP FEES
    3 ACTIVITY FOR CONVENIENCE OF MEMBERS.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2012
    Name of the organization
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    Employer identification number

    38-2820095
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION         		Employer identification number

    38-2820095
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    FLEXFAB HORIZONS INTERNATIONAL-FHI    
    102 COOK ROAD
       
    HASTINGS, MI   49058

    		$19,304


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    GEORGE BARBARA GORDON    
    141 SOMERSET DRIVE NE
       
    GRAND RAPIDS, MI   49503

    		$10,000


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    DIANE HERBRUCK    
    7185 30TH ST SE
       
    ADA, MI   49301

    		$10,000


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

         
     
       

    		$  


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

         
     
       

    		$  


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

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION         		Employer identification number

    38-2820095
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION         		Employer identification number

    38-2820095
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2012 AccountingFeesSchedule
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WALKER, FLUKE & SHELDON, PLC 16,429 1,290   15,139

    TY 2012 CompensationExplanation
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Person Name Explanation
    WILLARD L PIERCE  
    CARL SCHOESSEL  
    HILARY F SNELL  
    MICHELLE SKEDGELL  
    JAMES R TOBUREN  
    JEFF GARRISON  
    TODD GEERLINGS  
    DR SHAILY MENON  

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

    TY 2012 DepreciationSchedule
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    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
    VARIOUS             7,478 38,326  
    BATTS PROPERTY 1998-08-07 50,000 16,913 S/L 40.0000 1,250      
    BATTS PROPERTY 1998-08-07 340,001              
    GORHAM LAND 1998-10-29 112,000              
    TELEPHONES 1998-11-16 555 555 S/L 10.0000        
    ROLFE PROPERTY 1999-03-02 131,632 42,232 S/L 40.0000 3,291      
    ROLFE PROPERTY 1999-03-02 39,000              
    CHAIN SAW 1999-04-19 371 371 S/L 10.0000        
    99 KAWASAKI MULE 1999-04-28 7,550 7,550 S/L 10.0000        
    EPSON PROJECTOR 1999-12-23 4,523 4,523 S/L 10.0000        
    1 DESK MOVED FROM CLINTON ST 2000-01-01 31 31 S/L 10.0000        
    RESEARCH LAB IMPROVEMENTS 2000-01-15 428,605 128,581 S/L 40.0000 10,715      
    30 BROWN SAMSONITE STACKING CHAIR TAG N 2000-01-27 875 875 S/L 10.0000        
    4 DRAWER 25" DEEP LETTER FIRE FILE 2000-01-27 375 375 S/L 10.0000        
    GLOBAL DOUBLE PEDESTAL DESK TAG N 2000-01-27 120 120 S/L 10.0000        
    STEELCASE DESK CHAIR-NUTSHELL TAG N 2000-01-27 286 286 S/L 10.0000        
    BAUSCH & LOMB STEREO MICROSCOPE W/BOOM STAND 798 2000-04-01 665 665 S/L 10.0000        
    HYLA HOUSE IMPROVEMENTS 2000-04-15 104,784 30,780 S/L 40.0000 2,620      
    12 NATURAL CHAIRS FARM 2000-05-05 396 396 S/L 10.0000        
    2 AMISH TABLES FARM 2000-05-05 292 292 S/L 10.0000        
    REMINGTON DRESSER FARM 2000-05-05 278 278 S/L 10.0000        
    10 NAKED FURNITURE 4 DRAWER LEFT PED 4422W 2000-05-10 3,423 3,423 S/L 10.0000        
    2 RUSTIC SOFAS 791-2 2000-05-10 520 520 S/L 10.0000        
    NAKED FURNITURE BENCH 1979 2000-05-10 153 153 S/L 10.0000        
    BEDDING, ETC. 2000-05-15 4,099 1,776 S/L 10.0000        
    2 RUSTIC CHAIRS 791-2 2000-05-25 404 404 S/L 10.0000        
    COCKTAIL TABLE-JC PENNEY R794- 2000-05-25 170 170 S/L 10.0000        
    COLE PALMER MASTER FLEX SAMPLING DRIVE 873 2000-05-31 895 895 S/L 10.0000        
    ARCVIEW 3.2 PROGRAM-ESRI REDLANDS 2000-06-02 1,076 1,076 S/L 5.0000        
    AMANA MICROWAVE MVH-2 2000-06-06 350 350 S/L 10.0000        
    AMANA REFRIGERATOR W/ICE MAKER BX21V 2000-06-06 929 929 S/L 10.0000        
    HOTPOINT RANGE RGB53 2000-06-06 360 360 S/L 10.0000        
    HOTPOINT REFRIGERATOR W/ICEMAKER CTX18 2000-06-06 535 535 S/L 10.0000        
    6' TOP SETTING WADING ROD 881 2000-06-20 418 418 S/L 10.0000        
    CURRENT METER, MODEL 6200 881 2000-06-20 749 749 S/L 10.0000        
    MYERS FISHERMAN 14' BOAT 916 2000-06-20 849 849 S/L 10.0000        
    WATER METER LEVELOGGER L 15' 881 2000-06-20 949 949 S/L 10.0000        
    WEATHER MONITOR II, SOLAR PANEL 881 2000-06-20 959 959 S/L 10.0000        
    WEATHERLINK SOFTWARE PROGRAM 881 2000-06-20 165 165 S/L 5.0000        
    RESIDENT MANAGER IMPROVEMENTS 2000-06-30 191,942 55,183 S/L 40.0000 4,799      
    COMMUNICATIONS PACKAGE-FORESTRY SUPPLIERS 2000-07-03 310 310 S/L 5.0000        
    3 TWIN XL BOX HAMPTON J-M61 2000-07-06 450 450 S/L 10.0000        
    3 TWIN XL MAT HAMPTON J-M61 2000-07-06 450 450 S/L 10.0000        
    3 TWIN/FULL FRAMES W/ ROLLERS FR-45 2000-07-06 120 120 S/L 10.0000        
    3 TWIN XL BOX HAMPTON J-M61 2000-07-11 450 450 S/L 10.0000        
    3 TWIN XL MAT HAMPTON J-M61 2000-07-11 450 450 S/L 10.0000        
    3 TWIN/FULL FRAMES W/ROLLERS FR-45 2000-07-11 120 120 S/L 10.0000        
    TRIMBLE GEOEXPLORER 3 03300 2000-07-21 4,627 4,627 S/L 10.0000        
    10 475 GUEST CHAIRS,OPN SMOOTH PLSTC ARM-BLACTAG F 2000-09-18 2,042 2,042 S/L 10.0000        
    11 VECTA RECTANGLE TABLES-24X60 TAG F 2000-09-18 4,557 4,557 S/L 10.0000        
    2 458 WORK CHAIRS-NO ARM-BLACK/AVOCADO TAG F 2000-09-18 827 827 S/L 10.0000        
    2 LYON GENERAL PURPOSE STOOLS-BLACK TAG F 2000-09-18 214 214 S/L 10.0000        
    2 VECTA DOLLY-4 CASTERS 79335 2000-09-18 861 861 S/L 10.0000        
    24 GUEST CHAIRS-LEG BASE, NO ARMS, BLACK/AVOCTAG F 2000-09-18 2,928 2,928 S/L 10.0000        
    4 458 WORK CHAIRS-SOFT ARM-BLACK TAG F 2000-09-18 1,691 1,691 S/L 10.0000        
    4 LYON GENERAL PURPOSE STOOLS TAG F 2000-09-18 428 428 S/L 10.0000        
    5 LYON GENERAL PURPOSE STOOLS-BLACK TAG F 2000-09-18 535 535 S/L 10.0000        
    8 475 GUEST CHAIRS-NO ARMS-BLACK TAG F 2000-09-18 976 976 S/L 10.0000        
    LYON GENERAL PURPLSE STOOLS-BLACK TAG F 2000-09-18 2,369 2,369 S/L 10.0000        
    LYON GENERAL PURPOSE STOOL-BLACK TAG F 2000-09-18 107 107 S/L 10.0000        
    MAYLINE 5-DRAWER FILE W/INTERLOCKING BASE TAG F 2000-09-18 1,141 1,141 S/L 10.0000        
    RECTANGULAR TABLE-VINYL EDGE,30X70X28 TAG F 2000-09-18 343 343 S/L 10.0000        
    458 WORK CHAIR, SOFT ARMS-COFFEE TAG F 2000-12-04 381 381 S/L 10.0000        
    STEELCASE DESK-SINGLE PED TAG F 2000-12-04 635 635 S/L 10.0000        
    STELLA W/QC SLIDER TAG F 2000-12-04 211 211 S/L 10.0000        
    36 CATENA CHAIRS-BLACK TAG F 2000-12-11 10,622 10,622 S/L 10.0000        
    SNOWBLOWER SB850 2000-12-13 1,100 1,100 S/L 10.0000        
    METRO HEATED CABINET 2000-12-15 1,808 1,808 S/L 10.0000        
    2 METRO DISH RACK DOLLY 2000-12-15 160 160 S/L 10.0000        
    2 METRO POKER CHIP DOLLY 2000-12-15 1,161 1,161 S/L 10.0000        
    2 METRO UTILITY CARTS 2000-12-15 213 213 S/L 10.0000        
    5 COOLER SHELVING UNITS, METRO SEAL 2000-12-15 1,232 1,232 S/L 10.0000        
    5 STORAGE SHELVING UNITS, METRO SEAL FOR DOCK 2000-12-15 1,540 1,540 S/L 10.0000        
    6 FREEZER SHELVING UNITS-METRO EPOXY COATED 2000-12-15 1,157 1,157 S/L 10.0000        
    7 DRY STORAGE SHELVING UNITS 2000-12-15 1,349 1,349 S/L 10.0000        
    BERKEL AUTO SLICER 2000-12-15 2,150 2,150 S/L 10.0000        
    BERKEL MIXER & STAND W/SLICER & MEAT GRINDER 2000-12-15 4,702 4,702 S/L 10.0000        
    DISHWASHER EXHAUST HOOD & FAN 2000-12-15 1,676 1,676 S/L 10.0000        
    DROP-IN HAND SINK 2000-12-15 107 107 S/L 10.0000        
    DUO AIR MAKE UP AIR UNIT & EXHAUST HOOD 2000-12-15 18,879 18,879 S/L 10.0000        
    FIRE SUPPRESSION 2000-12-15 2,529 2,529 S/L 10.0000        
    FLOOR GRATE 2000-12-15 229 229 S/L 10.0000        
    HATCO BOOSTER HEATER 2000-12-15 934 934 S/L 10.0000        
    HOBART DOOR-TYPE DISH MACHINE 2000-12-15 6,412 6,412 S/L 10.0000        
    KOLPAK WALK-IN COOLER/FREEZER W/REFRIGERATION 2000-12-15 13,436 13,436 S/L 10.0000        
    MANITOWAC ICE CUBER & BIN 2000-12-15 3,603 3,603 S/L 10.0000        
    PANASONIC MICROWAVE 2000-12-15 858 858 S/L 10.0000        
    RANDELL BEVERAGE COUNTER ITEM 2000-12-15 1,713 1,713 S/L 10.0000        
    RANDELL CHEF COUNTER W/SINKS & REFRIGERATION ITEM 2000-12-15 17,820 17,820 S/L 10.0000        
    RANDELL PORTABLE 4-HOLE HOT FOOD TABLE W/SHELITEM 2000-12-15 4,549 4,549 S/L 10.0000        
    RANDELL PORTABLE COLD FOOD TABLE W/SHELVES ITEM 2000-12-15 4,012 4,012 S/L 10.0000        
    RANDELL PORTABLE TABLE W/SNEEZE GUARD ITEM 2000-12-15 3,204 3,204 S/L 10.0000        
    SERVEND ICE DISPENSES W/WATER 2000-12-15 1,366 1,366 S/L 10.0000        
    STAINLESS STEEL CLEAN DISH TABLE 2000-12-15 2,682 2,682 S/L 10.0000        
    STAINLESS STEEL SOILED DISH TABLE 2000-12-15 2,429 2,429 S/L 10.0000        
    T&S PRE-RINSE UNIT 2000-12-15 400 400 S/L 10.0000        
    TRUE GDM GLASS REFRIGERATOR 2000-12-15 2,103 2,103 S/L 10.0000        
    VULCAN CHAR BOILER 2000-12-15 2,765 2,765 S/L 10.0000        
    VULCAN DOUBLE DECK OVEN 2000-12-15 7,592 7,592 S/L 10.0000        
    VULCAN RANGE, 6 BURNER W/36" GRILL 2000-12-15 4,484 4,484 S/L 10.0000        
    VULCAN STEAMER W/6 GALLON KETTLE 2000-12-15 13,773 13,773 S/L 10.0000        
    A/V PRESENTATION SYSTEM 2000-12-22 54,105 54,105 S/L 10.0000        
    DK FENCE-CEDAR 2000-12-29 298 164 S/L 20.0000 15      
    BLINDS (4) 2001-01-10 1,689 1,689 S/L 10.0000        
    BRAUN BENCH W/ NO BACK (3) 2001-01-31 1,257 1,257 S/L 10.0000        
    BRAUN BENCH W/BACK & ARMS 2001-01-31 749 749 S/L 10.0000        
    CATENA TABLES LANDSCAPE FORMS (9) 2001-01-31 5,694 5,694 S/L 10.0000        
    LATERAL FILE 2 DRAWER 2001-01-31 323 323 S/L 10.0000        
    LYONMETA STOOL W/OUT BACK 2001-01-31 102 102 S/L 10.0000        
    PETER PEPPER TRASH RECEPTACLES (2) 2001-01-31 847 847 S/L 10.0000        
    STEELCASE 458 CHAIR 2001-01-31 444 444 S/L 10.0000        
    STEELCASE 458 WORK CHAIR 2001-01-31 402 402 S/L 10.0000        
    STEELCASE 462 ADJ CHAIR 2001-01-31 664 664 S/L 10.0000        
    STEELCASE 475 GUEST CHAIR (4) 2001-01-31 599 599 S/L 10.0000        
    STEELCASE 475 GUEST CHAIR (80) 2001-01-31 9,267 9,267 S/L 10.0000        
    STEELCASE CLUB CHAIR (8) 2001-01-31 9,923 9,923 S/L 10.0000        
    STEELCASE DESK 2001-01-31 669 669 S/L 10.0000        
    STEELCASE DESK 2001-01-31 757 757 S/L 10.0000        
    STEELCASE DESK 2001-01-31 715 715 S/L 10.0000        
    STEELCASE GUEST CHAIR (180) 2001-01-31 26,707 26,707 S/L 10.0000        
    STEELCASE GUEST CHAIR (20) 2001-01-31 2,317 2,317 S/L 10.0000        
    STEELCASE LATERAL FILE 2001-01-31 554 554 S/L 10.0000        
    STEELCASE LATERAL FILE (2) 2001-01-31 1,109 1,109 S/L 10.0000        
    STEELCASE LOVE SEAT (5) 2001-01-31 7,896 7,896 S/L 10.0000        
    STEELCASE LOVE SEAT (5) 2001-01-31 7,816 7,816 S/L 10.0000        
    STEELCASE OCCASIONAL CORNER TABLE (6) 2001-01-31 1,593 1,593 S/L 10.0000        
    STEELCASE OPEN BOOKCASE-4 SHELF (2) 2001-01-31 482 482 S/L 10.0000        
    STEELCASE OTTOMAN (4) 2001-01-31 563 563 S/L 10.0000        
    STEELCASE RECTANGULAR TABLE (6) 2001-01-31 1,886 1,886 S/L 10.0000        
    STEELCASE ROUND TABLE 2001-01-31 240 240 S/L 10.0000        
    STEELCASE SERVICE MODULE 2001-01-31 295 295 S/L 10.0000        
    STEELCASE SQUARE TABLE (11) 2001-01-31 2,480 2,480 S/L 10.0000        
    STEELCASE TRANSPORT DOLLY (2) 2001-01-31 174 174 S/L 10.0000        
    STELLA W/ QC SLIDER 2001-01-31 223 223 S/L 10.0000        
    VECTA DOLLY-4 CASTERS (6) 2001-01-31 2,451 2,451 S/L 10.0000        
    VECTA RECTANGULAR TABLE 24X60 (40) 2001-01-31 14,821 14,821 S/L 10.0000        
    VISITOR'S CENTER 2001-01-31 5,223,350 1,425,539 S/L 40.0000 130,584      
    4 BEDS COMPLETE 2001-04-24 1,620 1,620 S/L 10.0000        
    4 BEDS COMPLETE 2001-04-24 1,620 1,620 S/L 10.0000        
    DESKS, DRESSERS 2001-04-24 2,152 2,152 S/L 10.0000        
    DESKS, DRESSERS, ETC 2001-04-24 1,620 1,620 S/L 10.0000        
    GATE (2) 2001-05-01 2,015 2,015 S/L 10.0000        
    SHELVING 2001-05-08 1,020 1,020 S/L 10.0000        
    SHELVING (11) 2001-05-08 2,631 2,631 S/L 10.0000        
    TRUCK AND PLOW 2001-05-29 29,102 29,102 S/L 5.0000        
    FIRE PROTECTION 2001-07-12 3,395 891 S/L 40.0000 85      
    FLAT SCREEN 2001-07-12 394 394 S/L 6.0000        
    MOWER 2001-07-12 329 329 S/L 10.0000        
    DISPLAY CABINET (2) 2001-07-16 802 802 S/L 10.0000        
    LAP TOP COMPUTER 2001-07-16 693 693 S/L 6.0000        
    12 MICROSCOPES 2001-07-30 8,274 8,274 S/L 10.0000        
    WELL MATERIALS FOR GVSU RESEARCHER 2001-08-06 971 971 S/L 10.0000        
    GROUNDWATER SIMULATOR 2001-08-16 455 455 S/L 10.0000        
    3 ACCESS DOORS & 3 HVAC FILTER RACKS 2001-09-05 1,251 323 S/L 40.0000 32      
    ALLTRONICS-INSTALLATION 2001-09-10 1,080 1,080 S/L 10.0000        
    DECK MATERIALS 2001-09-10 224 58 S/L 40.0000 5      
    PORTABLE POSTS 2001-09-10 568 568 S/L 10.0000        
    TECHNICAL ENERGY 2001-09-17 530 136 S/L 40.0000 13      
    TABLE, VECTA 2001-09-25 373 373 S/L 10.0000        
    SCREEN TRIPOD ASSEMBLY 2001-10-16 258 258 S/L 10.0000        
    MITER SAW-COMPOUND 2001-10-22 599 599 S/L 10.0000        
    TABLE SAW 2001-10-22 469 469 S/L 10.0000        
    GOLF CART 2001-11-05 5,545 5,545 S/L 5.0000        
    CUSTOM FRAMES (27) 2001-11-08 2,396 2,396 S/L 10.0000        
    DRIVEWAY-CLOVERDALE RD TO BREWSTER LK 2001-11-12 4,973 2,528 S/L 20.0000 248      
    PHONE SYSTEM-TONE COMMANDER 524 2001-11-12 1,991 1,991 S/L 10.0000        
    STORAGE CABINETS (2) 2001-11-21 400 400 S/L 10.0000        
    GIBSON FREEZER 2001-11-30 250 250 S/L 10.0000        
    PORTABLE PA SYSTEM 2001-12-01 1,903 1,903 S/L 10.0000        
    COPY MACHINE 2001-12-07 3,200 3,200 S/L 10.0000        
    COLOR PRINTER 2001-12-31 673 673 S/L 6.0000        
    COMPUTER-AUDITORIUM 2001-12-31 965 965 S/L 6.0000        
    FLOOR SIGNS 2001-12-31 702 702 S/L 10.0000        
    HOTPOINT REFRIGERATOR 2001-12-31 490 490 S/L 10.0000        
    HP LASERJET 1100SE 2001-12-31 400 400 S/L 6.0000        
    HP LASERJET 1100SE 2001-12-31 400 400 S/L 6.0000        
    KINDERGARTEN CART 2001-12-31 415 415 S/L 10.0000        
    LECTURN 2001-12-31 580 580 S/L 10.0000        
    MAIL/DROP BOXES 2001-12-31 1,105 1,105 S/L 10.0000        
    REMINGTON CHEST 2001-12-31 594 594 S/L 10.0000        
    VIKING-DISPLAYS 2001-12-31 750 750 S/L 10.0000        
    12 REMINGTON DESKS 2002-01-01 3,803 3,803 S/L 10.0000        
    12 SMALL MIRRORS WITH LIGHTS 2002-01-01 1,188 1,188 S/L 10.0000        
    12 WRITER'S DESKS 2002-01-01 3,324 3,324 S/L 10.0000        
    22 CHAIRS 2002-01-01 1,145 1,145 S/L 10.0000        
    BATTS COTTAGE IMPROVEMENTS 2002-01-01 11,300 2,825 S/L 40.0000 282      
    MEADOW LODGE 2002-01-01 242,839 60,710 S/L 40.0000 6,071      
    24 BUNK BEDS 2002-01-21 9,694 9,613 S/L 10.0000 81      
    PREMIER 4 LAMINATOR-110V 2002-02-15 1,944 1,928 S/L 10.0000 16      
    OFFICE CUBICLE W/ 4 DRAWER LATERAL FILE EXCEL 2002-04-11 1,433 1,397 S/L 10.0000 36      
    3 ROOM DARKENING SHADES & 2 LG SHADES FOR CLA 2002-06-07 1,690 1,620 S/L 10.0000 70      
    TC30V4 TRACTOR W/LOADER & ROTARY CUTTER 2002-08-02 15,454 14,553 S/L 10.0000 901      
    CREDIT CARD MACHINE 2002-08-30 750 750 S/L 6.0000        
    PORTABLE SLIDE PROJECTOR 2002-09-20 789 730 S/L 10.0000 59      
    MODEL DDHY HERBARIUM CABINETS 2002-10-09 1,830 1,693 S/L 10.0000 137      
    USED BRISTOL MICROSCOPE 2002-11-06 1,014 929 S/L 10.0000 85      
    VIDEO FLEX CAMERA 2002-11-07 1,006 923 S/L 10.0000 83      
    RECYCLING BINS 2002-11-13 2,070 1,898 S/L 10.0000 172      
    OFFICE FURNITURE 2002-12-13 1,232 1,119 S/L 10.0000 113      
    SURGE SUPPRESSION UNIT 2002-12-19 1,783 401 S/L 40.0000 45      
    SURGE SUPPRESSION UNIT 2002-12-19 1,783 401 S/L 40.0000 45      
    SURGE SUPPRESSION UNIT 2002-12-19 1,783 401 S/L 40.0000 45      
    TERRAFLOW MODEL 2002-12-27 790 711 S/L 10.0000 79      
    SURGE SUPRESSION UNIT 2003-02-25 528 117 S/L 40.0000 13      
    BURPEE LAND 2003-07-22 103,421              
    HOURS OF OPERATION SIGN 2003-08-20 512 427 S/L 10.0000 51      
    DELL LAP TOP COMPUTER-MS OFFICE 2003-10-03 1,353 1,353 S/L 6.0000        
    BIRD OF PREY ENCLOSURE 2003-12-30 1,463 858 150DB 15.0000 86      
    SEWER SYSTEM AT BATTS COTTAGE 2004-04-09 3,000 1,163 S/L 20.0000 150      
    DESK TOP COMPUTER-JEN HOWELL 2004-04-30 606 465 S/L 10.0000 60      
    ALTERNATIVE SOLAR DEMONSTRATION PRODUCT 2004-05-11 8,691 6,663 S/L 10.0000 869      
    MAINTENANCE AREA IN BARN 2004-06-01 1,503 570 S/L 20.0000 75      
    RE-SURFACE MAIN DRIVEWAY 2004-06-25 5,578 2,092 S/L 20.0000 279      
    DRIVEWAY ENTRANCE WORK 2004-08-02 5,800 2,151 S/L 20.0000 290      
    ISCOPE SOFTWARE 2004-11-11 1,875 1,875 S/L 3.0000        
    NEW GARAGE DOOR 2004-11-18 1,575 279 S/L 40.0000 39      
    WATER SOFTNER 2005-01-26 817 565 S/L 10.0000 82      
    WATER SOFTNER 2005-01-26 817 565 S/L 10.0000 82      
    WATER SOFTNER 2005-01-26 817 565 S/L 10.0000 82      
    WATER SOFTNER 2005-01-26 817 565 S/L 10.0000 82      
    LOCK SYSTEM AT HYLA 2005-01-27 555 96 S/L 40.0000 14      
    BIOLOGICAL FIELD STATION RESEARCH EQUIPMENT 2005-03-24 3,398 2,294 S/L 10.0000 339      
    23 HP COMMERCIAL KOHLER MOWER 2005-04-04 6,370 4,300 S/L 10.0000 637      
    MOBILE MAPPER & POST PROCESSING PACKAGE 2005-04-12 8,325 5,619 S/L 10.0000 832      
    CANOE 2005-04-14 600 405 S/L 10.0000 60      
    DELL COMPUTER-MARKETING ASSISTANT 2005-05-05 1,008 672 S/L 10.0000 101      
    POWERLIGHT PROJECTOR 2005-06-16 809 526 S/L 10.0000 81      
    SECURITY SYSTEM-RESEARCH LAB 2005-08-01 1,226 786 S/L 10.0000 123      
    DELL COMPUTER FOR BFS PROGRAM 2005-10-12 1,215 759 S/L 10.0000 122      
    WET LAB CEILING 2005-10-31 2,015 311 S/L 40.0000 50      
    PEACHTREE PREMIUM ACCTG 2006 2006-01-17 745 745 S/L 3.0000        
    COFFEE MAKER - COMMERCIAL GRADE 2006-04-11 1,500 863 S/L 10.0000 150      
    FLAT BOTTOM BOAT 2006-08-15 600 325 S/L 10.0000 60      
    DELL DESKTOP COMPUTER FOR BFS PROGRAM 1 OF 3 2006-11-16 1,006 511 S/L 10.0000 101      
    DELL DESKTOP COMPUTER FOR BFS PROGRAM 2 OF 3 2006-11-16 1,006 511 S/L 10.0000 101      
    DELL DESKTOP COMPUTER FOR BFS PROGRAM 3 OF 3 2006-11-16 1,006 511 S/L 10.0000 101      
    FURNACE 2007-04-18 1,700 793 S/L 10.0000 170      
    LAP TOP FOR BFS PROGRAM 1 OF 6 2007-04-19 968 452 S/L 10.0000 97      
    LAP TOP FOR BFS PROGRAM 2 OF 6 2007-04-19 968 452 S/L 10.0000 97      
    LAP TOP FOR BFS PROGRAM 3 OF 6 2007-04-19 968 452 S/L 10.0000 97      
    LAP TOP FOR BFS PROGRAM 4 OF 6 2007-04-19 968 452 S/L 10.0000 97      
    LAP TOP FOR BFS PROGRAM 5 OF 6 2007-04-19 968 452 S/L 10.0000 97      
    LAP TOP FOR BFS PROGRAM 6 OF 6 2007-04-19 968 452 S/L 10.0000 97      
    PAVING 2007-04-30 12,934 3,018 S/L 20.0000 647      
    DELL COMPUTER FOR EDUCATION DIRECTOR 2007-05-06 726 339 S/L 10.0000 72      
    BIZ HUB 352 COPIER/PRINTER 2007-06-27 11,675 5,262 S/L 10.0000 1,167      
    PEACHTREE PREMIUM ACCOUNTING 2008 2007-10-04 1,030 1,030 S/L 3.0000        
    WELL 2007-10-10 3,302 702 S/L 20.0000 165      
    WATER HEATER 2007-12-23 702 281 S/L 10.0000 70      
    EQUIPMENT 2008-02-08 1,499 587 S/L 10.0000 150      
    EQUIPMENT 2008-05-01 595 218 S/L 10.0000 60      
    F&F 2008-05-29 579 207 S/L 10.0000 58      
    BLDGS 2008-06-06 1,928 173 S/L 40.0000 48      
    EQUIPMENT 2008-08-07 1,050 718 S/L 5.0000 210      
    F&F 2008-09-03 694 231 S/L 10.0000 70      
    F&F 2008-10-15 1,723 560 S/L 10.0000 172      
    EQUIPMENT 2008-11-30 1,153 356 S/L 10.0000 115      
    EQUIPMENT 2008-11-30 904 279 S/L 10.0000 90      
    F&F 2008-12-01 587 181 S/L 10.0000 59      
    BLDGS 2008-12-04 42,368 3,266 S/L 40.0000 1,059      
    CCS BUILT DESKTOP COMPUTER FOR L. STEWARD 2009-01-27 895 522 S/L 5.0000 179      
    CCS BUILT DESKTOP COMPUTER FOR MARKETING DIR 2009-01-27 895 522 S/L 5.0000 179      
    CCS LAPTOP - EXECUTIVE DIRECTOR 2009-01-27 1,110 648 S/L 5.0000 222      
    SECURITY CAMERA SYSTEM FOR EDUCATION BUILDING 2009-01-28 780 228 S/L 10.0000 78      
    GE DISHWASHER BLACK 2009-02-05 759 221 S/L 10.0000 76      
    CCS DESKTOP COMPUTER FOR FACILITY MANAGER 2009-02-12 835 244 S/L 10.0000 83      
    CCS DESKTOP COMPUTER FOR INTERPRETIVE NAT 2009-02-12 858 250 S/L 10.0000 86      
    FRIGIDAIR ELECTRIC RANGE 2009-03-31 416 114 S/L 10.0000 42      
    FRIGIDAIRE REFRIGERATOR 2009-03-31 506 139 S/L 10.0000 51      
    GE DISHWASHER 2009-03-31 536 147 S/L 10.0000 54      
    MEADOW LODGE KITCHEN 2009-03-31 3,913 269 S/L 40.0000 98      
    SECURITY DOOR 2009-03-31 6,451 444 S/L 40.0000 161      
    BUNK BED 2009-04-30 537 143 S/L 10.0000 54      
    BUNK BED 2009-04-30 676 180 S/L 10.0000 68      
    NEW WELL 2009-05-09 5,470 1,459 S/L 10.0000 547      
    FRONT STEP AT HYLA HOUSE 2009-05-15 900 60 S/L 40.0000 23      
    TRAIL CAMERAS 2009-05-20 2,321 600 S/L 10.0000 232      
    FRONT ENTRANCE 2009-05-21 1,770 114 S/L 40.0000 45      
    GENERATOR 14 KW MEADOW LODGE 2009-05-21 4,022 1,039 S/L 10.0000 402      
    GENERATOR 14KW HYLA HOUSE 2009-05-21 4,022 1,039 S/L 10.0000 402      
    SIDEWALK RESIDENT MANAGER HOUSE 2009-05-21 555 36 S/L 40.0000 14      
    PEACHTREE 2010 2009-05-31 980 844 S/L 3.0000 136      
    TANKLESS WATER HEATER 2009-06-08 967 250 S/L 10.0000 96      
    URGE DVD 2009-06-12 16,500 14,208 S/L 3.0000 2,292      
    SECURITY CAMERA SYSTEM FOR VISITOR CENTER 2009-07-08 3,005 751 S/L 10.0000 301      
    DECK EXTENSION - RESIDENT MANAGER HOUSE 2009-09-01 1,188 69 S/L 40.0000 30      
    DECK FOR HYLA HOUSE 2009-09-01 3,920 229 S/L 40.0000 98      
    BOARDWALK THROUGH WETLANDS 2009-09-30 14,869 1,673 S/L 20.0000 743      
    OUTDOOR DIRECTIONAL SIGNAGE 2009-10-31 2,099 455 S/L 10.0000 210      
    MODEL 5424 MICROCENTRIFUGE 2009-12-18 1,889 378 S/L 10.0000 189      
    2009 KAWASAKI MULE 4010 4X4 2010-02-23 8,719 1,598 S/L 10.0000 872      
    CCS CUSTOM COMPUTER- MARKETING COORDINATOR 2010-02-23 988 362 S/L 5.0000 198      
    CCS CUSTOM SERVER W/500GB HARD DRIVE 2010-05-01 3,223 1,074 S/L 5.0000 645      
    NEW HEAT PUMP PIPING 2010-05-01 3,985 166 S/L 40.0000 100      
    LITTLE GRAND CANYON TRAIL IMPROVEMENTS 2010-06-21 1,684 126 S/L 20.0000 85      
    STONE RETAINING WALL 2010-06-23 3,256 122 S/L 40.0000 81      
    SIDING & ROOF ON BLOCK WALL AT VISITOR CENTER 2010-06-29 4,650 174 S/L 40.0000 117      
    GIFTWORKS DONOR SOFTWARE 2010-08-24 1,073 477 S/L 3.0000 358      
    RE-SURFACE PARKING LOTS 2010-09-13 9,160 611 S/L 20.0000 458      
    LIBERATOR DRY EXTRACTORVAC W/CADDY 2010-10-21 4,846 565 S/L 10.0000 485      
    510 PH METER BENCH TOP 2010-12-06 515 56 S/L 10.0000 51      
    A&D FX 300I BALANCE 2010-12-06 727 79 S/L 10.0000 73      
    UTILITY SKID SPRAYER 2011-01-04 558 56 S/L 10.0000 56      
    UTILITY SKID SPRAYER 2011-01-04 558 56 S/L 10.0000 56      
    FIBER OPTICS 2011-03-01 4,475 746 S/L 5.0000 895      
    FIRE EXTINGUISHER FOR KITCHEN HOOD 2011-03-01 1,369 114 S/L 10.0000 137      
    DRIVEWAY LITTLE GRAND CANYON 2011-06-03 3,950 115 S/L 20.0000 198      
    COMPRESSOR-WALK IN FREEZER 2011-07-01 2,781 139 S/L 10.0000 278      
    PEACHTREE SOFTWARE 2011-07-31 716 99 S/L 3.0000 239      
    YAMAHA SNOWMOBILE 2011-09-15 950 32 S/L 10.0000 95      
    DATA LOGGER 2011-10-01 879 22 S/L 10.0000 88      
    MEDTRONIC AED LIFE DEFRIBRILLATOR 2011-11-01 1,430 24 S/L 10.0000 143      
    MICHIGAN LIGHT HOUSE PAINTING 2011-11-01 1,500 25 S/L 10.0000 150      
    THE UNBEARABLE LIGHTNESS PAINTING 2011-11-01 1,500 25 S/L 10.0000 150      
    ATTIC INSULATION 2011-12-19 820   S/L 40.0000 20      
    ATTIC ISULATION 2011-12-19 753   S/L 40.0000 19      
    MESSAGE BOARD 2011-12-31 513   S/L 10.0000 51      
    OFFICE 2010 & 26 LICENSES 2012-01-02 806   S/L 3.0000 269      
    CCS BUILT DESKTOP COMPUTER 2012-01-15 1,040   S/L 10.0000 104      
    CCS BUILT DESKTOP COMPUTER 2012-01-15 1,040   S/L 10.0000 104      
    CCS BUILT DESKTOP COMPUTER 2012-01-15 890   S/L 10.0000 89      
    FOOD PROCESSOR 2012-01-17 584   S/L 10.0000 54      
    GIFTWORKS 2 ADDITIONAL LICENSES 2012-01-18 1,508   S/L 3.0000 461      
    FILE PORCH REMODEL 2012-01-31 2,984   S/L 40.0000 68      
    LIGHT AT ENTRANCE SIGM 2012-05-31 578   S/L 20.0000 17      
    RESIDENT MANAGER HOUSE IMPROVEMENTS 2012-05-31 12,541   S/L 40.0000 183      
    BREWSTER LAKE OBSERVATION DECK/BOARDWALK 2012-07-31 2,354   S/L 20.0000 49      
    COOLER/FREEZER ALARM & DIALER 2012-07-31 788   S/L 7.0000 47      
    HYLA HOUSE RENOVATION 2012-07-31 2,014   S/L 20.0000 42      
    BURY & LEVEL BARN FOUNDATION - HYLA HOUSE 2012-09-06 1,300   S/L 20.0000 22      
    BURY & LVEL BARN FOUNDATION - BATTS COTTAGE 2012-09-06 1,300   S/L 20.0000 22      
    STEVENS POGO SOIL SENSOR W/ IPAQ PDA 2012-12-01 1,915   S/L 5.0000 32      

    TY 2012 EmployeeCompensationExpln
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Employee Explanation
    HUGH BROWN  

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

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    STEELCASE DESK-SINGLE PED 2000-12 PURCHASE 2012-03     635       635
    STEELCASE DESK 2001-01 PURCHASE 2012-03     669       669
    1 DESK MOVED FROM CLINTON ST 2000-01 PURCHASE 2012-03     31       31

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SMITH BARNEY (SEE ATTACHED) 3,206,915 3,206,915

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SMITH BARNEY(SEE ATTACHED) 14,832,549 14,832,549

    TY 2012 InvestmentsOtherSchedule2
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MONEY MARKET FUNDS-SMITH BARNEY FMV 2,443,396 2,443,396

    TY 2012 LandEtcSchedule2
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDINGS AND IMPROVEMENTS 6,505,046 1,939,569 4,565,477 6,505,046
    FURNITURE AND FIXTURES 422,233 402,302 19,931 422,233
    LAND IMPROVEMENTS 78,012 20,678 57,334 78,012
    EQUIPMENT & TOOLS 157,545 121,420 36,125 157,545
    BFS- EQUIPMENT 34,672 19,477 15,195 34,672
    VEHICLES 34,647 34,647   34,647
    CONSTRUCTION IN PROGRESS 5,643   5,643 5,643
    LAND 594,421   594,421 594,421


    TY 2012 LegalFeesSchedule
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VARNUM LLP 3,233 129   3,104


    TY 2012 OtherAssetsSchedule
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER ASSETS 112,070 112,070 112,070
    ACCRUED INTEREST RECEIVABLE 67,946 39,620 39,620


    TY 2012 OtherExpensesSchedule
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOOD SERVICE SALES-BRUNCH        
    COST OF GOODS SOLD 10,692   10,692  
    EXPENSES        
    PROGRAM EXPENSES 26,631     26,631
    INSURANCE 40,753 1,630 3,342 35,781
    REPAIRS & MAINTENANCE 52,692 2,108 4,321 46,263
    SUPPLIES 43,528 290 10,303 32,935
    ADVERTISING AND SPONSORSHIPS 16,305   4,076 12,229
    POSTAGE AND MAILINGS 3,972 159 814 2,999
    DUES AND SUBSCRIPTIONS 1,704   229 1,475
    MISCELLANEOUS 2,735   294 2,441
    BANK SERVICE FEES 2,120 85   2,036
    SMITH BARNEY INVESTMENT FEES 76,069 76,069    
    RWB INVESTMENT FEES 13,304 13,304    
    SCHOLARSHIPS AND RESEARCH 97,797   23,227 74,570


    TY 2012 OtherIncomeSchedule2
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EDUCATION & COMMUNITY PROGRAM 18,053   18,053
    BFS PROGRAM 36,254   36,254
    MEMBERSHIPS 24,855   24,855
    FOOD SERVICE SALES-BRUNCH 14,577   14,577
    MISCELLANEOUS INCOME 10,378   10,378
    FACILITY RENTAL 48,736   48,736


    TY 2012 OtherIncreasesSchedule
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Description Amount
    UNREALIZED GAIN ON SECURITIES HELD FOR INVESTMENT 1,241,888


    TY 2012 OtherLiabilitiesSchedule
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Description Beginning of Year - Book Value End of Year - Book Value
    LINE OF CREDIT 4,304,381 4,196,753


    TY 2012 SalesOfInventoryList 
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095

    Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
    Cost of Goods Sold)
    GIFT SHOP SALES 10,654 5,461 5,193

    TY 2012 TaxesSchedule
    Name:
    THE WILLARD G PIERCE AND JESSIE M
    PIERCE FOUNDATION
    EIN: 38-2820095
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 8,249 8,249