TY 2013 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2013

Open to Public Inspection

For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013

Name of foundation
CORWILL AND MARGIE JACKSON FOUNDATION CO

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

City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI482757874

A Employer identification number

38-6064502

B Telephone number (see instructions)

(616) 752-4730

C If exemption application is pending, check here bullet

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

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

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

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

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

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

$2,219,982J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check
3	Interest on savings and temporary cash investments	1		1
4	Dividends and interest from securities......	59,357		59,357
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		45,244
b	Gross sales price for all assets on line 6a 981,638
7	Capital gain net income (from Part IV, line 2)...			45,244
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		1,188
12	Total. Add lines 1 through 11........	105,790		104,602
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........		2,309			2,309
b	Accounting fees (attach schedule).......		900	450		450
c	Other professional fees (attach schedule)....		27,400	27,400		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)					0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		20	20
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	30,629		27,870	0	2,759
25	Contributions, gifts, grants paid........	118,000				118,000
26	Total expenses and disbursements. Add lines 24 and 25	148,629		27,870	0	120,759
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-42,839
b	Net investment income (if negative, enter -0-)			76,732
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2013)

Form 990-PF (2013)

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
Part II		Balance Sheets		(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............
	2	Savings and temporary cash investments..........		263,950	83,438	83,438
	3	Accounts receivable
		Less: allowance for doubtful accounts			0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........		1,269,291	1,501,834	1,706,153
	c	Investments—corporate bonds (attach schedule)........		511,159	416,134	430,391
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........				0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)		2,044,400	2,001,406	2,219,982
		17	Accounts payable and accrued expenses..........
18		Grants payable...................
19		Deferred revenue..................
20		Loans from officers, directors, trustees, and other disqualified persons
21		Mortgages and other notes payable (attach schedule)......
22		Other liabilities (describe )
23		Total liabilities (add lines 17 through 22)..........			0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........		2,044,400	2,001,406
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................		2,044,400	2,001,406
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................		2,044,400	2,001,406

Part III	Analysis of Changes in Net Assets or Fund Balances
1	Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
	with end-of-year figure reported on prior year’s return)...............	1	2,044,400
2	Enter amount from Part I, line 27a.....................	2	-42,839
3	Other increases not included in line 2 (itemize)	3	0
4	Add lines 1, 2, and 3..........................	4	2,001,561
5	Decreases not included in line 2 (itemize)	5	155
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	2,001,406

Form 990-PF (2013)

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	30. ALPS ETF TR ALERIAN MLP		2012-07-19	2013-02-08
b	240. ALPS ETF TR ALERIAN MLP		2012-07-19	2013-04-16
c	140. ALPS ETF TR ALERIAN MLP		2012-07-19	2013-06-10
d	200. ALPS ETF TR ALERIAN MLP		2012-07-19	2013-07-11
e	10. APPLE COMPUTER INC		2011-07-27	2013-01-30
	60. ATWOOD OCEANICS INC		2013-09-16	2013-11-19
	100. BB&T CORP		2011-07-27	2013-01-30
	370. BB&T CORP		2011-07-27	2013-04-18
	130. BOEING CO COMMON		2012-12-04	2013-01-30
	10. CATERPILLAR INC		2013-01-30	2013-11-08
	110. CATERPILLAR INC		2012-01-12	2013-11-08
	30. GUGGENHEIM		2012-07-19	2013-02-08
	10. GUGGENHEIM		2012-07-19	2013-04-16
	20. GUGGENHEIM		2012-07-19	2013-06-10
	60. GUGGENHEIM		2012-07-19	2013-09-13
	60. COACH INC		2012-07-19	2013-01-30
	20. COACH INC		2012-08-21	2013-06-28
	190. COACH INC		2012-01-12	2013-06-28
	40. COCA COLA CO		2011-03-30	2013-01-30
	50. CONOCOPHILLIPS		2011-03-30	2013-01-30
	170. DENBURY RESOURCES INC COM NEW		2011-07-27	2013-01-30
	490. DENBURY RESOURCES INC COM NEW		2011-07-27	2013-09-16
	30. DEVON ENERGY CORPORATION		2011-07-27	2013-01-30
	70. DEVON ENERGY CORPORATION		2004-08-20	2013-06-04
	50. DIRECTV		2011-07-27	2013-01-30
	250. DIRECTV		2011-07-27	2013-04-08
	80. E M C CORP		2012-10-10	2013-01-30
	200. E M C CORP		2011-03-30	2013-06-04
	60. EBAY INC		2013-06-28	2013-12-24
	30. ECOLAB INC		2012-10-10	2013-01-30
	60. ECOLAB INC		2012-10-10	2013-12-16
	20. EDWARDS LIFESCIENCES CORP		2012-10-31	2013-01-30
	100. EDWARDS LIFESCIENCES CORP		2012-10-31	2013-11-06
	300. EXPEDITORS INTERNATIONAL		2013-04-08	2013-11-08
	30. EXPRESS SCRIPTS HLDG CO		2012-12-06	2013-01-30
	40. EXPRESS SCRIPTS HLDG CO		2012-12-06	2013-12-24
	10. FISERV INC		2011-06-03	2013-01-30
	20. GENERAL MTRS CO		2013-04-08	2013-06-04
	210. GENERAL MTRS CO		2013-04-08	2013-11-13
	30. GRAINGER W W INC		2011-06-03	2013-01-30
	25. GRAINGER W W INC		2011-03-30	2013-12-05
	440. GREENHAVEN CONTINUOUS COMMODITY INDEX FUND		2013-03-15	2013-04-16
	140. HOLOGIC INC		2012-09-06	2013-01-30
	110. HOLOGIC INC		2012-09-06	2013-06-04
	290. HOLOGIC INC		2012-09-06	2013-11-08
	190. HOLOGIC INC		2013-04-08	2013-11-08
	420. INDEXIQ ETF HEDGE MULTI-STRATEGY TRACKE		2013-04-16	2013-10-11
	130. INTEL CORP		2011-06-03	2013-01-30
	10. INTEL CORP		2011-03-30	2013-01-30
	30. INTEL CORP		2011-03-30	2013-06-04
	250. INTEL CORP		2011-08-22	2013-11-25
	190. INTEL CORP		2011-08-22	2013-12-04
	10. IBM CORP		2011-06-03	2013-01-30
	10. IBM CORP		2011-06-03	2013-01-30
	40. IBM CORP		2011-08-22	2013-09-16
	30. ISHARES BARCLAYS US TREASURY INFLATION PROTECTED SECURITY FUND		2012-07-19	2013-04-16
	440. ISHARES BARCLAYS US TREASURY INFLATION PROTECTED SECURITY FUND		2013-03-15	2013-07-11
	2. ISHARES BARCLAYS US TREASURY INFLATION PROTECTED SECURITY FUND		2013-03-15	2013-12-13
	10. ISHARES S&P GLOBAL TIMBER & FORESTRY IND		2012-07-19	2013-02-08
	30. ISHARES S&P GLOBAL TIMBER & FORESTRY IND		2012-07-19	2013-09-13
	10. ISHARES S&P EMERGING MKTS INFRASTRUCTUR		2013-09-13	2013-10-11
	10. ISHARES S&P GLOBAL INFRASTRUCURE INDX FD		2012-07-19	2013-04-16
	40. ISHARES S&P GLOBAL INFRASTRUCURE INDX FD		2012-07-19	2013-09-13
	210. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND		2012-07-19	2013-04-16
	310. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND		2012-12-12	2013-07-11
	220. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND		2012-12-12	2013-08-16
	130. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND		2013-03-15	2013-09-13
	30. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND		2012-12-12	2013-10-11
	690. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND		2013-03-15	2013-11-14
	650. ISHARES FTSE NAREIT MTG REITS INDEX FD		2013-04-16	2013-09-13
	3550. ISHARES FTSE NAREIT MTG REITS INDEX FD		2013-04-16	2013-10-11
	30. ISHARES FTSE NAREIT RESIDENTIAL INDEX FD		2013-04-16	2013-07-11
	30. ISHARES FTSE NAREIT RESIDENTIAL INDEX FD		2013-04-16	2013-08-16
	100. ISHARES FTSE NAREIT RESIDENTIAL INDEX FD		2013-04-16	2013-09-13
	40. ISHARES FTSE NAREIT RESIDENTIAL INDEX FD		2013-04-16	2013-10-11
	10. ISHARES FTSE NAREIT RESIDENTIAL INDEX FD		2013-04-16	2013-12-13
	40. ISHARES S&P GLOBAL MATERIALS		2012-07-19	2013-04-16
	10. ISHARES S&P GLOBAL MATERIALS		2012-07-19	2013-06-10
	30. ISHARES S&P GLOBAL UTILITIES		2012-07-19	2013-04-16
	20. ISHARES S&P GLOBAL UTILITIES		2012-07-19	2013-10-11
	830. ISHARES SILVER TRUST (HOLDS SILVER BARS)		2013-03-15	2013-04-16
	50. ISHARES SILVER TRUST (HOLDS SILVER BARS)		2013-03-15	2013-06-10
	50. ISHARES SILVER TRUST (HOLDS SILVER BARS)		2013-03-15	2013-08-16
	40. ITC HLDGS CORP		2011-11-02	2013-01-30
	130. ITC HLDGS CORP		2011-10-25	2013-11-19
	90. J P MORGAN CHASE & CO		2011-07-27	2013-01-30
	20. J P MORGAN CHASE & CO		2011-07-27	2013-06-04
	30. JOHNSON & JOHNSON		2011-06-03	2013-01-30
	20. JOHNSON & JOHNSON		2011-06-03	2013-01-30
	60. JOHNSON & JOHNSON		2011-03-30	2013-04-08
	80. MACYS INC		2011-07-27	2013-01-30
	70. MACYS INC		2011-07-27	2013-06-28
	290. MACYS INC		2012-08-21	2013-11-08
	60. MARKET VECTORS AGRIBUSINESS		2012-07-19	2013-04-16
	10. MARKET VECTORS AGRIBUSINESS		2012-07-19	2013-07-11
	150. MICROSOFT CORP		2002-05-23	2013-01-30
	30. MICROSOFT CORP		2011-03-30	2013-06-04
	100000. MORGAN STANLEY 5.3% 03/01/2013		2006-02-08	2013-03-01
	40. NEWMONT MNG CORP		2011-06-03	2013-01-30
	230. NEWMONT MNG CORP		2011-06-03	2013-11-06
	70. NIKE INC CL B		2011-03-30	2013-01-30
	120. NIKE INC CL B		2011-03-30	2013-12-10
	40. NORFOLK SOUTHERN CORP		2011-03-30	2013-01-30
	140. NORFOLK SOUTHERN CORP		2011-03-30	2013-04-08
	41.968 SOUTHERSUN SMALL CAP FUND-INV		2012-03-06	2013-06-04
	40. OCCIDENTAL PETROLEUM CORP		2011-03-30	2013-01-30
	30. PHILIP MORRIS INTL INC		2011-06-03	2013-01-30
	20. PHILLIPS 66		2011-03-30	2013-06-04
	90. PHILLIPS 66		2011-06-03	2013-11-13
	40. PHILLIPS 66		2013-01-30	2013-11-13
	70. POWERSHARES GLOBAL LISTED PRIVATE EQUITY		2012-07-19	2013-02-08
	50. POWERSHARES GLOBAL LISTED PRIVATE EQUITY		2012-07-19	2013-04-16
	60. POWERSHARES GLOBAL LISTED PRIVATE EQUITY		2012-07-19	2013-06-11
	360. POWERSHARES GLOBAL LISTED PRIVATE EQUITY		2012-07-19	2013-09-13
	180. POWERSHARES GLOBAL LISTED PRIVATE EQUITY		2012-07-19	2013-10-11
	40. POWERSHARES GLOBAL WATER PT		2012-09-13	2013-02-08
	210. POWERSHARES GLOBAL WATER PT		2012-09-13	2013-06-10
	110. POWERSHARES GLOBAL WATER PT		2012-09-13	2013-07-11
	130. POWERSHARES GLOBAL WATER PT		2012-09-13	2013-08-16
	390. POWERSHARES GLOBAL WATER PT		2012-09-13	2013-09-13
	80. POWERSHARES GLOBAL WATER PT		2012-09-13	2013-10-11
	40. POWERSHARES GLOBAL WATER PT		2012-09-13	2013-12-13
	20. POWERSHARES DB ENERGY FUND		2012-07-19	2013-02-08
	440. POWERSHARES DB ENERGY FUND		2013-03-15	2013-04-16
	480. POWERSHARES DB AGRICULTURE FUND		2013-03-15	2013-04-16
	670. POWERSHARES DB BASE METALS FUND		2013-03-15	2013-04-16
	40. POWERSHARES DB US DOLLAR INDEX BULLISH FUND		2012-08-13	2013-02-08
	50. POWERSHARES DB US DOLLAR INDEX BULLISH FUND		2013-03-15	2013-09-13
	330. POWERSHARES DB US DOLLAR INDEX BULLISH FUND		2012-08-13	2013-09-13
	330. POWERSHARES DB US DOLLAR INDEX BULLISH FUND		2013-06-10	2013-10-11
	310. POWERSHARES DB US DOLLAR INDEX BULLISH FUND		2013-06-10	2013-12-16
	10. POWERSHARES EXCHANGE-TRADED FD T EMERGING MARKETS INFRASTRUCTURE P		2012-07-19	2013-07-11
	20. POWERSHARES EXCHANGE-TRADED FD T EMERGING MARKETS INFRASTRUCTURE P		2012-07-19	2013-08-16
	70. POWERSHARES EXCHANGE-TRADED FD T EMERGING MARKETS INFRASTRUCTURE P		2012-07-19	2013-09-13
	70. POWERSHARES EXCHANGE-TRADED FD T EMERGING MARKETS INFRASTRUCTURE P		2013-03-15	2013-09-13
	74.428 PRINCIPAL MIDCAP BLEND		2012-03-06	2013-06-04
	10. PROSHARES SHORT S&P500		2013-04-16	2013-12-13
	10. ROPER INDS INC NEW		2011-03-30	2013-01-30
	40. ROSS STORES INC		2012-12-26	2013-01-30
	220. ROSS STORES INC		2012-12-26	2013-09-16
	100. SPDR GOLD TRUST		2012-07-19	2013-04-16
	55. SPDR GOLD TRUST		2013-03-15	2013-06-10
	890. SPDR INTL GOVT INFL PROTECTED BD ETF		2013-03-15	2013-04-16
	50. SCHLUMBERGER LTD		2011-03-30	2013-01-30
	10. SELECT SECTOR SPDR - ENERGY		2013-04-16	2013-08-16
	30. STRYKER CORP		2011-03-30	2013-01-30
	130. STRYKER CORP		2011-03-30	2013-02-22
	40. TARGET CORP		2011-11-02	2013-01-30
	10. TARGET CORP		2011-06-03	2013-06-04
	160. TARGET CORP		2011-11-02	2013-12-05
	170. TERADATA CORP DEL		2013-09-16	2013-11-08
	80. US BANCORP		2011-03-30	2013-01-30
	120. US BANCORP		2011-03-30	2013-12-16
	500. VANGUARD GLOBAL EX-U S REAL ESTATE		2013-10-11	2013-11-14
	25. VANGUARD GLOBAL EX-U S REAL ESTATE		2013-10-11	2013-12-16
	90. VERIFONE HLDGS INC		2012-12-26	2013-01-30
	410. VERIFONE HLDGS INC		2012-12-26	2013-02-22
	50. VERIZON COMMUNICATIONS		2011-06-03	2013-01-30
	30. VISA INC CL A		2011-03-30	2013-01-30
	20. VISA INC CL A		2011-03-30	2013-04-08
	30. VISA INC CL A		2011-03-30	2013-06-28
	20. VISA INC CL A		2011-03-30	2013-12-16
	70. WABTEC CORP		2013-06-28	2013-12-05
	30. WELLPOINT INC		2012-10-10	2013-01-30
	50. WELLPOINT INC		2012-10-10	2013-06-28
	100. WELLPOINT INC		2012-10-10	2013-09-16
	20. WISDOMTREE MANAGED FUTURES STRATEGY FUND		2013-04-16	2013-07-11
	30. WISDOMTREE MANAGED FUTURES STRATEGY FUND		2013-04-16	2013-08-16
	100. INVESCO LTD		2011-03-30	2013-01-30
	30. INVESCO LTD		2011-03-30	2013-06-04
	140. LAZARD LTD (LP)		2013-04-18	2013-11-22
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	508	498	10
b	4,219	3,981	238
c	2,453	2,322	131
d	3,620	3,317	303
e	4,594	3,927	667
	3,326	3,393	-67
	3,053	2,570	483
	10,878	9,509	1,369
	9,669	9,656	13
	841	987	-146
	9,252	5,220	4,032
	648	510	138
	222	170	52
	441	340	101
	1,448	1,020	428
	3,097	3,654	-557
	1,147	1,094	53
	10,898	10,051	847
	1,498	1,328	170
	3,068	3,067	1
	3,160	3,373	-213
	8,521	9,723	-1,202
	1,730	2,447	-717
	4,005	2,314	1,691
	2,611	2,573	38
	13,884	12,017	1,867
	1,981	2,067	-86
	4,902	5,392	-490
	3,295	3,142	153
	2,173	1,908	265
	6,133	3,817	2,316
	1,808	1,730	78
	6,246	8,649	-2,403
	12,681	10,922	1,759
	1,609	1,615	-6
	2,772	2,153	619
	808	629	179
	701	550	151
	7,988	5,780	2,208
	6,552	4,234	2,318
	6,369	3,449	2,920
	11,908	12,853	-945
	3,296	2,825	471
	2,282	2,220	62
	6,394	5,852	542
	4,189	4,099	90
	11,980	11,844	136
	2,778	2,731	47
	214	204	10
	774	612	162
	5,937	4,999	938
	4,482	3,701	781
	2,042	1,645	397
	2,042	1,645	397
	7,716	4,968	2,748
	3,654	3,630	24
	48,963	53,182	-4,219
	221	241	-20
	467	383	84
	1,492	1,148	344
	346	333	13
	375	344	31
	1,478	1,377	101
	7,520	6,208	1,312
	10,101	10,274	-173
	7,064	7,317	-253
	4,263	4,422	-159
	1,010	998	12
	23,151	23,189	-38
	7,960	10,041	-2,081
	42,316	54,840	-12,524
	1,575	1,613	-38
	1,405	1,613	-208
	4,817	5,375	-558
	1,953	2,150	-197
	452	538	-86
	2,273	2,224	49
	578	556	22
	1,347	1,250	97
	893	834	59
	18,827	22,484	-3,657
	1,061	1,393	-332
	1,119	1,393	-274
	3,208	2,967	241
	11,781	9,268	2,513
	4,252	3,658	594
	1,093	813	280
	2,224	1,981	243
	1,482	1,321	161
	4,851	3,654	1,197
	3,163	2,336	827
	3,378	2,044	1,334
	13,325	8,750	4,575
	3,142	3,021	121
	534	503	31
	4,191	4,014	177
	1,069	793	276
	100,000	99,527	473
	1,748	2,202	-454
	6,393	12,477	-6,084
	3,762	2,692	1,070
	9,508	4,615	4,893
	2,768	2,775	-7
	10,515	9,713	802
	1,109	907	202
	3,446	4,173	-727
	2,636	2,078	558
	1,297	774	523
	5,873	3,364	2,509
	2,610	2,452	158
	763	633	130
	566	452	114
	686	543	143
	4,236	3,256	980
	2,089	1,628	461
	888	768	120
	4,741	4,156	585
	2,541	2,177	364
	2,919	2,573	346
	9,055	7,718	1,337
	1,894	1,583	311
	982	792	190
	595	546	49
	11,915	12,542	-627
	12,329	13,666	-1,337
	11,619	12,212	-593
	875	908	-33
	1,099	1,122	-23
	7,253	7,487	-234
	7,131	7,382	-251
	6,661	6,882	-221
	359	376	-17
	755	751	4
	2,670	2,629	41
	2,670	2,939	-269
	1,343	1,079	264
	263	306	-43
	1,180	859	321
	2,392	2,144	248
	15,571	11,791	3,780
	13,435	15,341	-1,906
	7,363	8,507	-1,144
	56,214	54,228	1,986
	3,943	4,693	-750
	813	755	58
	1,905	1,831	74
	8,099	7,934	165
	2,442	2,138	304
	723	477	246
	10,085	7,740	2,345
	7,371	10,152	-2,781
	2,654	2,147	507
	4,729	3,221	1,508
	28,402	27,961	441
	1,364	1,443	-79
	3,111	2,585	526
	7,731	11,777	-4,046
	2,186	1,793	393
	4,668	2,258	2,410
	3,308	1,505	1,803
	5,496	2,258	3,238
	4,159	1,505	2,654
	4,661	3,742	919
	1,967	1,851	116
	4,108	3,085	1,023
	8,907	6,169	2,738
	840	828	12
	1,261	1,242	19
	2,843	2,582	261
	1,008	775	233
	5,930	4,453	1,477
			4,990

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			10
b			238
c			131
d			303
e			667
			-67
			483
			1,369
			13
			-146
			4,032
			138
			52
			101
			428
			-557
			53
			847
			170
			1
			-213
			-1,202
			-717
			1,691
			38
			1,867
			-86
			-490
			153
			265
			2,316
			78
			-2,403
			1,759
			-6
			619
			179
			151
			2,208
			2,318
			2,920
			-945
			471
			62
			542
			90
			136
			47
			10
			162
			938
			781
			397
			397
			2,748
			24
			-4,219
			-20
			84
			344
			13
			31
			101
			1,312
			-173
			-253
			-159
			12
			-38
			-2,081
			-12,524
			-38
			-208
			-558
			-197
			-86
			49
			22
			97
			59
			-3,657
			-332
			-274
			241
			2,513
			594
			280
			243
			161
			1,197
			827
			1,334
			4,575
			121
			31
			177
			276
			473
			-454
			-6,084
			1,070
			4,893
			-7
			802
			202
			-727
			558
			523
			2,509
			158
			130
			114
			143
			980
			461
			120
			585
			364
			346
			1,337
			311
			190
			49
			-627
			-1,337
			-593
			-33
			-23
			-234
			-251
			-221
			-17
			4
			41
			-269
			264
			-43
			321
			248
			3,780
			-1,906
			-1,144
			1,986
			-750
			58
			74
			165
			304
			246
			2,345
			-2,781
			507
			1,508
			441
			-79
			526
			-4,046
			393
			2,410
			1,803
			3,238
			2,654
			919
			116
			1,023
			2,738
			12
			19
			261
			233
			1,477

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	45,244
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2012	109,931	2,114,515	0.051989
2011	105,857	2,143,246	0.049391
2010	106,068	2,087,387	0.050814
2009	111,533	1,858,334	0.060018
2008	123,283	2,306,610	0.053448

2	Total of line 1, column (d) ......................	2	0.26566
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	0.053132
4	Enter the net value of noncharitable-use assets for 2013 from Part X, line 5.....	4	2,125,794
5	Multiply line 4 by line 3.......................	5	112,948
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	767
7	Add lines 5 and 6.........................	7	113,715
8	Enter qualifying distributions from Part XII, line 4..............	8	120,759
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 (2013)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	767
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2............................	3	767
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	767
6	Credits/Payments:

a	2013 estimated tax payments and 2012 overpayment credited to 2013	6a	2,016
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,016
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,249
11	Enter the amount of line 10 to be: Credited to 2014 estimated tax768	Refunded	11	481

Part VII-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

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

Yes

Website address bullet

N/A

The books are in care of bullet

COMERICA BANK Telephone no. bullet

(877) 405-1091

Located at bullet

101 NORTH MAIN STREETANN ARBORMI ZIP+4 bullet

48104

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

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

16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country?

16Yes

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 (2013)

Page 5

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

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

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

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

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

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2013?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2013, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2013?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2013 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 2013.)....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

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

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

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

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........YesNo

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

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

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

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

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

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

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

If "Yes" to 6b, file Form 8870.

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

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

Form 990-PF (2013)

Page 6

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
DAVID J HALL	PRESIDENT 1	0
6954 W JACKSON RD LUDINGTON,MI49341	PRESIDENT 1	0
THOMAS HALL	TREASURER 1	0
2247 GENEVA TERRACE CHICAGO,IL60614	TREASURER 1	0
SUSAN MEYERS	TRUSTEE 1	0
900 5TH THIRD CENTER GRAND RAPIDS,MI49503	TRUSTEE 1	0
MARGIE BACH	SECRETARY 1	0
7540 ALASKA RIDGE SE ALTO,MI49302	SECRETARY 1	0
JENS BACH	TRUSTEE 1	0
7540 ALASKA RIDGE SE ALTO,MI49302	TRUSTEE 1	0
CHRISSIE HALL	TRUSTEE 1	0
6954 W JACKSON RD LUDINGTON,MI49341	TRUSTEE 1	0
DIANE GRAHAM-HENRY	TRUSTEE 1	0
2247 N GENEVA TERRACE CHICAGO,IL60614	TRUSTEE 1	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









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

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

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

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1


2


3


4

Form 990-PF (2013)

Page 7

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1	N/A
2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

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

purposes:

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

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

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

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

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

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

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

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

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

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

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

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

Part XI

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

and do not complete this part.)

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

106,290

Tax on investment income for 2013 from Part VI, line 5......

767

Income tax for 2013. (This does not include the tax from Part VI.)...

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

767

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

105,523

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

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

105,523

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

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

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

105,523

Part XII

Qualifying Distributions (see instructions)

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

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

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

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

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 (2013)

Page 8

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2012	(c) 2012	(d) 2013
1 Distributable amount for 2013 from Part XI, line 7					105,523
2 Undistributed income, if any, as of the end of 2013:
a Enter amount for 2012 only.......				0
b Total for prior years:2011, 20, 20			0
3 Excess distributions carryover, if any, to 2013:
a From 2008.......	0
b From 2009.......	7,177
c From 2010.......	2,956
d From 2011.......	3,854
e From 2012.......	6,219
fTotal of lines 3a through e.........		20,206
4Qualifying distributions for 2013 from Part
XII, line 4: $ 120,759
a Applied to 2012, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions)......			0
c Treated as distributions out of corpus (Election required—see instructions).........		0
d Applied to 2013 distributable amount.....					105,523
e Remaining amount distributed out of corpus		15,236
5 Excess distributions carryover applied to 2013.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		35,442
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2012. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2013. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2014 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............		0
8Excess distributions carryover from 2008 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a ......		35,442
10 Analysis of line 9:
a Excess from 2009....	7,177
b Excess from 2010....	2,956
c Excess from 2011....	3,854
d Excess from 2012....	6,219
e Excess from 2013....	15,236

Form 990-PF (2013)

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 2013, enter the date of the ruling....... bullet

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

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2013	(b) 2012	(c) 2011	(d) 2010	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ...........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

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

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

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

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

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

cAny submission deadlines:

MAY 1ST OF EACH YEAR

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

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

Form 990-PF (2013)

Page 10

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CHRISTOPHER CONRAD 2133 W CONRAD ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	6,000
HANNAH YANKEE 1204 ELLIS LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	5,000
RYAN RYBICKI 1766 E FREE SOIL ROAD FREE SOIL,MI49411	NONE	NONE	SCHOLARSHIP	5,000
AMY VANSLEDRIGHT 4650 N MORSE ROAD FOUNTAIN,MI49410	NONE	NONE	SCHOLARSHIP	4,000
SARAH LUCE 2710 W FISHER ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
CAITLYN COOKENMASTER 363 W BEARD ROAD PENTWATER,MI49449	NONE	NONE	SCHOLARSHIP	4,000
ASHLEY MACDONALD 5969 N PETERSON ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
AMANDA WINGELAAR 3524 W FIRST STREET LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	6,000
NATHAN YUTZY 105 W MELENDY STREET LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
ALYSSA BRYAN 1626 E HAWLEY ROAD CUSTER,MI49405	NONE	NONE	SCHOLARSHIP	6,000
JESSICA APPLEDORN 4891 E MILLERTON ROAD FOUNTAIN,MI49410	NONE	NONE	SCHOLARSHIP	2,000
SAMANTHA WAHR 475 N BENSON ROAD FOUNTAIN,MI49410	NONE	NONE	SCHOLARSHIP	2,000
TAYLOR MYER 3210N ROWE LUNDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	3,000
KAIJA LUUSUA 3619 W HANSEN LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	3,000
KERRI CONRAD 2133 W CONRAD ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	3,000
KRISTEN JOHNSON 448 W DECKER ROAD SCOTTNILLE,MI49454	NONE	NONE	SCHOLARSHIP	2,000
EMMA KARAS 1220 E FOUNTAIN ROAD FREESOIL,MI49411	NONE	NONE	SCHOLARSHIP	2,000
JENNA DAVIS 2955 E MEISENHEIMER ROAD CUSTER,MI49405	NONE	NONE	SCHOLARSHIP	1,000
JENNIFER HERREMA 2800 E POWERS ROAD CUSTER,MI49405	NONE	NONE	SCHOLARSHIP	1,000
CASSIDY KESSEL 1960 E FIRST STREET CUSTER,MI49405	NONE	NONE	SCHOLARSHIP	500
TAYLOR KING 655 RUNNING BUCK ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	500
ELENA LUCE 2710 W FISHER ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	500
ZACK ERIKSEN 1622 E SUGAR GROVE ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	2,000
DAVID ANDERSEN 1726 W CHILBERG ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	2,000
ALBERTO RAMIREZ 213 E MELENDY STREET LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,160
ASHLEY CURTIS 932 E SUGAR GROVE ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	2,000
ALEXZANDER MYERS 401 E STATE STREET APT 3 SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	2,000
AUTUMN HACKERT 508 S STILES ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
KATELYN COX 6377 S EDEN LAKE ROAD CUSTER,MI49405	NONE	NONE	SCHOLARSHIP	1,500
ANGELYN KUTCHINSKI 10907 W 48TH STREET BRANCH,MI49402	NONE	NONE	SCHOLARSHIP	1,500
RACHEL PAULL 2669 W DECKER ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	500
HOLLY OLENCHAK 224 N REINBERG AVENUE SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	500
DAIN PETIPREN 1675 S DARR ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	500
KASSIDY JENSEN 1325 W HAROLD STREET SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	500
ANA MCCALLUM 506 E PERE MARQUETTE STREET LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	1,500
MICHAEL HEINRICH 1106 N SHERMAN LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
EMILY LIEBLANG 306 N LEWIS LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
JAMIE DORMAN 306 S WASHINGTON LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
JACOB SCHOON 5920 IRUS ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	6,000
MOLLY HALLEAD 5657 PLEASANT RIDGE LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	4,000
LOGAN MEEKER 1091 N KATIE COURT LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	4,000
RACHAEL PETZAK 814 N JAMES LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,840
MARIANNA SMITH 4780 W RASMUSSEN ROAD LUDINGTON,MI49431	NONE	NONE	SCHORALSHIP	2,000
RACHEL BORASHKO 3429 S PM HIGHWAY LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	2,000
PETER JOHN LOVATO II 5788 BARNHART ROAD LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	1,000
JAKE PEREZ 1854 TALL OAKS WEST LUDINGTON,MI49431	NONE	NONE	SCHOLARSHIP	1,000
JENNA KNIZACKY 260 S AMBER ROAD SCOTTVILLE,MI49454	NONE	NONE	SCHOLARSHIP	6,000
LESLI MICKEVICH 4466 N REEK ROAD FOUNTAIN,MI49410	NONE	NONE	SCHOLARSHIP	2,000
Total ................................. 3a				118,000

bApproved for future payment

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

Form 990-PF (2013)

Page 11

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ............			14	1
4 Dividends and interest from securities....			14	59,357
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property .............
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory .............			18	45,244
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: aOTHER REVENUE			14	1,188
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				105,790

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

13105,790

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

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2013)

Page 12

Part XVII

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political

Yes

organizations?

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2013)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2013 InvestmentsCorpBondsSchedule

Name:

CORWILL AND MARGIE JACKSON FOUNDATION CO

EIN: 38-6064502

Name of Bond	End of Year Book Value	End of Year Fair Market Value
CORPORATE BONDS	416,134	430,391

- TIN:

TY 2013 InvestmentsCorpStockSchedule

Name:

CORWILL AND MARGIE JACKSON FOUNDATION CO

EIN: 38-6064502

Name of Stock	End of Year Book Value	End of Year Fair Market Value
CORPORATE STOCKS	1,501,834	1,706,153

- TIN:

TY 2013 OtherDecreasesSchedule

Name:

CORWILL AND MARGIE JACKSON FOUNDATION CO

EIN: 38-6064502

Description	Amount
DIFFERENCE BETWEEN RECEIPTS AND TAXABLE INCOME.	155