Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
KALAMAZOO COMMUNITY FOUNDATION
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
402 EAST MICHIGAN AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KALAMAZOO, MI49007
D Employer identification number

38-3333202
E Telephone number

G Gross receipts $ 170,376,937
F Name and address of principal officer:
SUSAN SPRINGGATE
402 EAST MICHIGAN AVENUE
KALAMAZOO,MI49007
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
HTTP://WWW.KALFOUND.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1995
M State of legal domicile: MI
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: THE KALAMAZOO COMMUNITY FOUNDATION MAKES LIFE BETTER FOR ALL THROUGH LEADERSHIP AND STEWARDSHIP OF RESOURCES THAT LAST FOREVER.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 7
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 7
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 32
6 Total number of volunteers (estimate if necessary) ............. 6 100
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 11,547,723 45,250,262
9 Program service revenue (Part VIII, line 2g) ......... 1,587 772,729
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 18,266,008 21,788,951
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 20,261 20,619
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 29,835,579 67,832,561
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 15,722,578 15,963,865
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,164,963 2,322,553
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 4,925 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,286,082    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,085,672 2,340,501
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 19,978,138 20,626,919
19 Revenue less expenses. Subtract line 18 from line 12....... 9,857,441 47,205,642
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 337,302,811 427,019,623
21 Total liabilities (Part X, line 26)............. 5,854,452 5,773,964
22 Net assets or fund balances. Subtract line 21 from line 20..... 331,448,359 421,245,659
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THE KALAMAZOO COMMUNITY FOUNDATION MAKES LIFE BETTER FOR ALL THROUGH LEADERSHIP AND STEWARDSHIP OF RESOURCES THAT LAST FOREVER.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 17,497,289 including grants of $ 15,963,865 ) (Revenue $ 772,729 )
THE KALAMAZOO COMMUNITY FOUNDATION MAKES LIFE BETTER FOR ALL THROUGH LEADERSHIP AND STEWARDSHIP OF RESOURCES THAT LAST FOREVER.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet17,497,289
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
57
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
32
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
7
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
7
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MI , FL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletSUSAN SPRINGGATE402 EAST MICHIGAN AVENUEKALAMAZOOMI49007 (269) 381-4416
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BARBARA L JAMES........................................................................
TRUSTEE
3.00
.......................  
X           0 0 0
(2) RONDA E STRYKER........................................................................
TRUSTEE
3.00
.......................  
X   X       0 0 0
(3) EILEEN WILSON-OYELARAN........................................................................
TRUSTEE
3.00
.......................  
X           0 0 0
(4) CAROLYN WILLIAMS........................................................................
TRUSTEE
3.00
.......................  
X           0 0 0
(5) STEPHEN JOHNSON........................................................................
CHAIRMAN/TRUSTEE
3.00
.......................  
X   X       0 0 0
(6) FRANK SARDONE........................................................................
VICE CHAIR/TRUSTEE
3.00
.......................  
X           0 0 0
(7) JAMES ESCAMILLA........................................................................
TRUSTEE
3.00
.......................  
X           0 0 0
(8) CAROLYN PICKETT-ERWAY........................................................................
CEO/PRESIDENT
48.00
.......................1.00
    X       187,955 0 10,854
(9) SUSAN SPRINGGATE........................................................................
V.P., FINANCE & ADMIN.
49.00
.......................1.00
    X       132,407 0 17,113
(10) JOANNA DALES........................................................................
VP, DONOR RELATIONS
49.00
.......................  
    X       103,689 0 7,594
(11) SUPROTIK GHOSH........................................................................
VP, COMMUNITY INVESTMENT
52.00
.......................  
    X       97,767 0 26,424
(12) THOMAS VANCE........................................................................
DIRECTOR, MARKETING COMMUN
46.00
.......................  
    X       74,977 0 24,327










Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 596,795 0 86,312
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet3
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
PNC767 WEST BIG BEAVER ROADTROYMI48084 ASSET MANAGEMENT SERVICES 152,904
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 32,790
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 788,494
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
44,428,978
g Noncash contributions included in lines
1a-1f:$
2,152,275
h Total. Add lines 1a-1f.......MediumBullet 45,250,262
 Program Service RevenueAmt Business Code
2a CHANGE IN PROGRAM RELA 900099 772,729 772,729    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 772,729
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 8,712,140     8,712,140
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 115,621,187  
b Less: cost or other basis and sales expenses 102,544,376  
c Gain or (loss) 13,076,811  
d Net gain or (loss)..........MediumBullet 13,076,811     13,076,811
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a SPONSORSHIP ANNUAL MTG 900099 20,000     20,000
b OTHER 900099 619     619
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 20,619
12 Total revenue. See Instructions......MediumBullet 67,832,561 772,729 0 21,809,570
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 14,839,851 14,839,851
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 1,124,014 1,124,014
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 689,749 171,197 365,916 152,636
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 1,249,835 313,096 516,006 420,733
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 70,623 17,703 29,053 23,867
9 Other employee benefits ....... 176,765 43,688 68,793 64,284
10 Payroll taxes ........... 135,581 33,403 61,185 40,993
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 92,327 5,775 16,014 70,538
c Accounting ........... 32,525   32,525  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 448,938   448,938  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 782,789 552,944 199,895 29,950
12 Advertising and promotion .... 143,002 49,091 53,865 40,046
13 Office expenses ....... 75,625 2,077 61,196 12,352
14 Information technology ...... 162,945 18,888 108,192 35,865
15 Royalties ..        
16 Occupancy ........... 245,826 311 245,198 317
17 Travel ............ 80,274 16,826 45,141 18,307
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 131,055 21,427 48,766 60,862
20 Interest ........... 6,131   6,131  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 32,346   32,346  
23 Insurance .............. 6,470   6,470  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEMBERSHIPS 15,048 2,180 9,404 3,464
b INDIRECT COSTS 0 284,818 -596,216 311,398
c
d
e All other expenses 85,200   84,730 470
25 Total functional expenses. Add lines 1 through 24e 20,626,919 17,497,289 1,843,548 1,286,082
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 1,046,720 1 2,571,049
2 Savings and temporary cash investments ......... 6,992,474 2 8,141,686
3 Pledges and grants receivable, net ........... 11,404,623 3 14,826,828
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 553,759 9 560,597
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 846,925
b Less: accumulated depreciation ..... 10b 244,839 467,201 10c 602,086
11 Investments—publicly traded securities .......... 108,448,002 11 136,242,111
12 Investments—other securities. See Part IV, line 11 ..... 194,115,720 12 250,389,557
13 Investments—program-related. See Part IV, line 11 ..... 8,387,768 13 7,750,372
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 5,886,544 15 5,935,337
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 337,302,811 16 427,019,623
Liabilities 17 Accounts payable and accrued expenses .........   17  
18 Grants payable ................. 51,400 18 35,179
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .... 409,051 24 530,166
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 5,394,001 25 5,208,619
26 Total liabilities. Add lines 17 through 25......... 5,854,452 26 5,773,964
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 47,602,793 27 59,137,117
28 Temporarily restricted net assets ........... 116,313,533 28 159,072,879
29 Permanently restricted net assets ........... 167,532,033 29 203,035,663
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 331,448,359 33 421,245,659
34 Total liabilities and net assets/fund balances ........ 337,302,811 34 427,019,623
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
67,832,561
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
20,626,919
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
47,205,642
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
331,448,359
5
Net unrealized gains (losses) on investments ...............
5
43,076,453
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-484,795
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
421,245,659
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number

38-3333202
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 22,001,597 10,130,431 23,977,944 11,547,725 45,250,262 112,907,959
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 22,001,597 10,130,431 23,977,944 11,547,725 45,250,262 112,907,959
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 38,056,425
6 Public support. Subtract line 5 from line 4. 74,851,534
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 22,001,597 10,130,431 23,977,944 11,547,725 45,250,262 112,907,959
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 6,626,466 5,840,021 5,255,777 7,546,163 8,712,140 33,980,567
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 46,199 37,864 73,327 21,848 20,619 199,857
11 Total support (Add lines 7 through 10). 147,088,383
12
12
165
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
50.890 %
15
15
49.250 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number

38-3333202
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 its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number

38-3333202
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
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number

38-3333202
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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number

38-3333202
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) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number

38-3333202
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ................... 0 0
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 0 0
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
0 0
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 0 0
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number

38-3333202
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 193 33
2 Aggregate contributions to (during year) ... 2,890,540 229,185
3 Aggregate grants from (during year) ..... 4,038,340 721,400
4 Aggregate value at end of year ........ 38,124,301 9,295,958
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 300,973,229 274,666,810 274,547,573 243,922,687 188,474,367
b Contributions ........ 37,891,044 7,803,635 14,323,197 5,947,830 4,847,897
c Net investment earnings, gains, and losses 60,101,588 31,980,117 -3,703,294 35,740,465 61,799,479
d Grants or scholarships ..... 9,804,300 10,194,616 7,205,861 7,965,636 7,963,001
e Other expenditures for facilities
and programs ........
1,533,425 1,253,126 1,231,045 963,629 2,048,093
f Administrative expenses .... 2,262,187 2,029,591 2,063,760 2,134,144 1,187,962
g End of year balance ...... 385,365,949 300,973,229 274,666,810 274,547,573 243,922,687
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet8.000 %
b
Permanent endowment SchDMd Bullet51.000 %
c
Temporarily restricted endowment SchDMd Bullet41.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   185,475 185,475 0
d Equipment ................   94,524 38,052 56,472
e Other .................   566,926 21,312 545,614
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 602,086
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) POOLED INVESTMENT FUNDS
250,389,557 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 250,389,557
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
GIFT ANNUITIES PAYABLE 4,954,698
OTHER LIABILITIES 253,921







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 5,208,619
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE ENDOWMENT FUND INCOME IS USED ON THE MANNER DIRECTED BY THE DONORS WHEN THE FUND WAS ESTABLISHED. FUNDS ARE ESTABLISHED TO SUPPORT SCHOLARSHIPS, PROVIDE INCOME TO A DESIGNATED AGENCY, SUPPORT A FIELD OF INTEREST, OR FOR UNRESTRICTED PURPOSES.
PART X, LINE 2: THE FOUNDATION APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD FOR ALL TAX UNCERTAINTIES. TAX BENEFITS THAT HAVE A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES ARE RECOGNIZED. BASED ON ITS EVALUATION, THE FOUNDATION HAS CONCLUDED THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) FOR 1986. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE IRC.
Schedule D (Form 990) 2013

Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number
38-3333202
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) KALAMAZOO PUBLIC SCHOOLS
1220 HOWARD STREET
KALAMAZOO,MI49008
38-6001929 501C3 1,780,252       SOCIAL SCIENCES
(2) COMMUNITIES IN SCHOOLS OF KALAMAZOO
125 W EXCHANGE PLACE
KALAMAZOO,MI49007
38-2873188 501C3 629,582       EDUCATION/INSTRUCTION
(3) SENIOR SERVICES INC
918 JASPER ST
KALAMAZOO,MI49001
38-1747660 501C3 622,425       IND. & FAMILIES
(4) KALAMAZOO CIVIC THEATRE
329 S PARK ST
KALAMAZOO,MI49007
38-1540000 501C3 549,587       ARTS, CULTURE, HUMANITIES
(5) GREATER KALAMAZOO UNITED WAY
709 SOUTH WESTNEDGE AVENUE
KALAMAZOO,MI49007
38-1359193 501C3 463,472       HUMAN SERVICE-MULTIPURPOSE/OTHER
(6) KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY
1819 E MILHAM ROAD
PORTAGE,MI49002
38-1709020 501C3 428,266       SCHOOL READINESS
(7) KALAMAZOO NATURE CENTER
7000 N WESTNEDGE AVENUE
KALAMAZOO,MI49009
38-1674780 501C3 414,161       EDUCATION/INSTRUCTION
(8) KALAMAZOO CULTURAL CENTER
359 S KALAMAZOO MALL STE 2
KALAMAZOO,MI49007
38-3430112 501C3 375,531       COMMUNITY IMPROVEMENT/CAPACITY BLDG.
(9) KALAMAZOO COUNTY READY 4S
222 S WESTNEDGE AVE
KALAMAZOO,MI49007
27-3342489 501C3 356,025       SCHOOL READINESS
(10) PRETTY LAKE VACATION CAMP
9123 WEST Q AVENUE
MATTAWAN,MI49071
38-1359229 501C3 333,694       YOUTH DEVELOPMENT
(11) YWCA OF KALAMAZOO
353 EAST MICHIGAN AVENUE
KALAMAZOO,MI49007
38-1360598 501C3 301,283       IND. & FAMILIES
(12) KALAMAZOO INSTITUTE OF ARTS
314 S PARK STREET
KALAMAZOO,MI49007
38-1617060 501C3 288,886       ARTS, CULTURE, HUMANITIES
(13) KALAMAZOO CENTER FOR YOUTH AND COMMUNITY
P O BOX 50227
KALAMAZOO,MI49005
27-1408327 501C3 281,298       EDUCATION/INSTRUCTION
(14) KALAMAZOO COMMUNITY MENTAL HEALTH & SUBSTANCE ABUSE SERVICES
3299 GULL RDPO BOX 63
NAZARETH,MI49074
38-3313413 501C3 266,815       HEALTH GENERAL & REHABILIATIVE
(15) COMMUNITY HEALING CENTERS
2615 STADIUM
KALAMAZOO,MI49008
38-1961500 501C3 235,851       HEALTH GENERAL & REHABILIATIVE
(16) IRVING S GILMORE INT'L KEYBOARD FESTIVAL
THE EPIC CENTER359 S BURDICK ST
SUITE 101
KALAMAZOO,MI49007
38-2868071 501C3 231,828       ARTS, CULTURE, HUMANITIES
(17) KALAMAZOO COUNTY LAND BANK
229 E MICHIGAN AVE STE 340
KALAMAZOO,MI49007
27-0721363 501C3 201,000       HOUSING SHELTER
(18) KALAMAZOO COLLEGE
1200 ACADEMY STREET
KALAMAZOO,MI49006
38-1358014 501C3 196,496       EDUCATION/INSTRUCTION
(19) KALAMAZOO VALLEY HABITAT FOR HUMANITY
525 E KALAMAZOO AVENUE
KALAMAZOO,MI49007
38-2558965 501C3 169,815       HOUSING SHELTER
(20) LOCAL INITIATIVE SUPPORT CORP
119 N CHURCH ST SUITE 201
KALAMAZOO,MI49007
13-3030229 501C3 165,500       COMMUNITY IMPROVEMENT/CAPACITY BLDG.
(21) KALAMAZOO LOAVES & FISHES
901 PORTAGE ST
KALAMAZOO,MI49001
38-2420575 501C3 150,400       IND. & FAMILIES
(22) KALAMAZOO COUNTY GOVERNMENT
201 W KALAMAZOO AVENUESTE 206
KALAMAZOO,MI49007
38-6004860 501C3 150,000       YOUTH DEVELOPMENT
(23) HOUSING RESOURCES INC
420 EAST ALCOTT SUITE 200
KALAMAZOO,MI49001
38-2474879 501C3 148,087       HOUSING SHELTER
(24) KALAMAZOO LITERACY COUNCIL
420 E ALCOTT ST
KALAMAZOO,MI49001
38-3252735 501C3 146,700       EDUCATION/INSTRUCTION
(25) KALAMAZOO SYMPHONY ORCHESTRA
359 S KALAMAZOO MALL STE100
KALAMAZOO,MI49007
38-6005710 501C3 129,149       ARTS, CULTURE, HUMANITIES
(26) FAMILY & CHILDREN SERVICES
1608 LAKE STREET
KALAMAZOO,MI49001
38-2118101 501C3 120,775       IND. & FAMILIES
(27) MINISTRY WITH COMMUNITY
440 NORTH CHURCH STREET
KALAMAZOO,MI49007
38-2596981 501C3 116,140       IND. & FAMILIES
(28) DOWNTOWN TOMRROW INC STEVE DEISLER
141 EAST MICHIGAN AVE SUITE 501
KALAMAZOO,MI49007
38-2513286 509A3 114,150       ECONOMIC DEV
(29) KALAMAZOO PUBLIC LIBRARY
315 SOUTH ROSE STREET
KALAMAZOO,MI49007
35-1788185 501C3 113,928       CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
(30) KALAMAZOO NEIGHBORHOOD HOUSING SERVICES
802 S WESTNEDGE AVENUE
KALAMAZOO,MI49008
38-2391442 501C3 100,200       HOUSING SHELTER
(31) LAKESIDE FOR CHILDREN FOUNDATION
3921 OAKLAND DRIVE
KALAMAZOO,MI49008
38-3696364 501C3 100,000       YOUTH DEVELOPMENT
(32) ECUMENICAL SENIOR CENTER
702 NORTH BURDICK ST
KALAMAZOO,MI49007
38-3021624 501C3 92,700       HUMAN SERVICE-MULTIPURPOSE/OTHER
(33) CITY OF KALAMAZOO PARKS & RECREATION
251 MILLS
KALAMAZOO,MI49048
39-6004627 501C3 91,752       YOUTH DEVELOPMENT
(34) FIRST PRESBYTERIAN CHURCH
321 W SOUTH STREET
KALAMAZOO,MI49007
38-1359206 501C3 91,627       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(35) VICKSBURG HISTORICAL SOCIETY
300 NORTH RICHARDSON STREETPO BOX
103
VICKSBURG,MI49097
38-2583018 501C3 90,832       ARTS, CULTURE, HUMANITIES
(36) FIRST CONGREGATIONAL CHURCH
129 S PARK ST
KALAMAZOO,MI49007
38-1359203 501C3 90,251       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(37) COMSTOCK COMMUNITY CENTER
P O BOX 34
COMSTOCK,MI49041
38-1902558 501C3 89,500       SCHOOL READINESS
(38) HOUSING RESOURCES INC
420 EAST ALCOTT SUITE 200
KALAMAZOO,MI49001
38-2474879 501C3 87,250       HOUSING RESOURCES, INC.
(39) COMMUNITY ADVOCATES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES
814 S WESTNEDGE
KALAMAZOO,MI49008
38-1613581 501C3 85,721       COMMUNITY IMPROVEMENT/CAPACITY BLDG.
(40) CRESCENDO ACADEMY
359 S BURDICK ST STE 12
KALAMAZOO,MI49007
38-2787387 501C3 83,450       ARTS, CULTURE, HUMANITIES
(41) MRC INDUSTRIES INC
2538 S 26TH STREET
KALAMAZOO,MI49048
38-1911437 501C3 82,519       IND. & FAMILIES
(42) THE SALVATION ARMY
1700 S BURDICK
KALAMAZOO,MI49001
58-0660607 501C3 81,452       IND. & FAMILIES
(43) ERACCE
1000 WEST PATERSON STREET 153
KALAMAZOO,MI49007
11-3726091 501C3 78,340       CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
(44) KALAMAZOO AREA MATH & SCIENCE CENTER
600 W VINE ST STE 400
KALAMAZOO,MI49008
38-6001929 501C3 76,710       EDUCATION/INSTRUCTION
(45) TEXAS TOWNSHIP FRIENDS OF PARKS & TRAILS
7110 WEST Q AVE
KALAMAZOO,MI49009
27-3615886 501C3 75,000       ENVIRONMENT, QUALITY, PROTECTION
(46) KALAMAZOO GAYLESBIAN RESOURCE CENTER
629 PIONEER STREET
KALAMAZOO,MI49001
38-2800996 501C3 73,050       HOUSING SHELTER
(47) VILLAGE OF VICKSBURG
126 N KALAMAZOO AVE
VICKSBURG,MI49097
38-6004598   60,000       ENVIRONMENT, QUALITY, PROTECTION
(48) PARENT TO PARENT OF SWMI
3901 EMERALD DRIVESUITE D
KALAMAZOO,MI49007
02-0726664 501C3 69,880       HEALTH GENERAL & REHABILIATIVE
(49) KALAMAZOO CHRISTIAN SCHOOL ASSOCIATION
2121 STADIUM DRIVE
KALAMAZOO,MI49008
38-1871520 501C3 67,390       EDUCATION/INSTRUCTION
(50) RESIDENTIAL OPPORTUNITIES INC
1100 SOUTH ROSE ST
KALAMAZOO,MI49001
38-2185735 501C3 65,100       IND. & FAMILIES
(51) GOODWILL INDUSTRIES OF SW MICHIGAN
420 EAST ALCOTT STREET
KALAMAZOO,MI49001
38-1558550 501C3 61,733       IND. & FAMILIES
(52) OPPORTUNITIES UNLIMITED FOR THE BLIND INC
PO BOX 46
GREENVILLE,MI48838
38-3160913 501C3 70,000       HEALTH GENERAL & REHABILIATIVE
(53) PEOPLES EDUCATION FOR A SUSTAINABLE FUTURE
DBA/FAIR FOOD MATTERS 323 N BURDICK
BURDICK
KALAMAZOO,MI49007
02-0612573 501C3 59,570       EDUCATION/INSTRUCTION
(54) BORGESS VISITING NURSE & HOSPICE SERVICES OF SW MICHIGAN
348 N BURDICK ST
KALAMAZOO,MI49007
38-1359216 501C3 59,041       IND. & FAMILIES
(55) INTERFAITH STRATEGY FOR ADVOCACY AND ACTION IN THE COMMUNITY
C/O ST LUKES EPISCOPAL CHURCH247 W
LOVELL ST
KALAMAZOO,MI49007
38-3357583 501C3 57,400       COM. ENG & YOUTH
(56) ARTS COUNCIL OF GREATER KALAMAZOO
359 S KALAMAZOO MALL STE 203
KALAMAZOO,MI49007
38-6121183 501C3 56,919       ARTS, CULTURE, HUMANITIES
(57) COMSTOCK PUBLIC SCHOOLS
3010 GULL ROAD
KALAMAZOO,MI49048
38-6001926 501C3 56,560       EDUCATION/INSTRUCTION
(58) BIG BROTHERS-BIG SISTERS
3501 COVINGTON RD
KALAMAZOO,MI49001
38-1720832 501C3 55,300       YOUTH DEVELOPMENT
(59) WESTERN MICHIGAN UNIVERSITY
OFFICE OF FINANCIAL AID 1903 WEST
MICHIGAN
KALAMAZOO,MI49008
38-6007327 501C3 55,144       EDUCATION/INSTRUCTION
(60) HABITAT FOR HUMANITY - VAN BUREN COUNTY
56633 M-43 HIGHWAY
BANGOR,MI49013
38-2881940 501C3 52,000       HOUSING SHELTER
(61) SPECIALIZED LANGUAGE DEVELOPMENT CENTER
5250 LOVERS LANE STE LL100
PORTAGE,MI49002
38-2055709 501C3 50,559       EDUCATION/INSTRUCTION
(62) ALONGSIDE INC
PO BOX 587
RICHLAND,MI49083
23-3039227 501C3 50,000       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(63) NORTHSIDE ASSOC FOR COMMUNITY DEVELOPMENT
612 NORTH PARK ST
KALAMAZOO,MI49007
38-2536811 501C3 50,000       COMMUNITY IMPROVEMENT/CAPACITY BLDG.
(64) CLINTON COUNTY REGIONAL EDUCATION AGENCY
1013 S US HWY 27 STE A
ST JOHNS,MI48879
38-6026085 501C3 50,000       EDUCATION/INSTRUCTION
(65) WEST MICHIGAN CANCER CENTER
200 NORTH PARK ST
KALAMAZOO,MI49007
38-3061574 501C3 45,538       HEALTH GENERAL & REHABILIATIVE
(66) ADVOCACY SERVICES FOR KIDS
414 E MICHIGAN AVE
KALAMAZOO,MI49007
20-0996694 501C3 43,040       COMMUNITY IMPROVEMENT/CAPACITY BLDG.
(67) SOUTHWEST MICHIGAN BLACK HERITAGE SOCIETY
471 W SOUTH ST STE 42A
KALAMAZOO,MI49007
35-2211484 501C3 42,080       HUMAN SERVICE-MULTIPURPOSE/OTHER
(68) PLANNED PARENTHOOD OF SOUTH CENTRAL MICHIGAN
4201 WEST MICHIGAN AVENUE
KALAMAZOO,MI49006
38-1811120 501C3 41,392       HEALTH GENERAL & REHABILIATIVE
(69) FAMILY HEALTH CENTER
117 WEST PATERSON STREET
KALAMAZOO,MI49007
23-7107569 501C3 41,185       YOUTH DEVELOPMENT
(70) COTTEY COLLEGE
1000 WEST AUSTIN
NEVADA,MO64772
44-0545271 501C3 41,000       EDUCATION/INSTRUCTION
(71) VICKSBURG COMMUNITY SCHOOLS FOUNDATION
301 S KALAMAZOO AVE PO BOX 158
VICKSBURG,MI49097
38-2499765 501C3 40,737       EDUCATION/INSTRUCTION
(72) SHERMAN LAKE YMCA OUTDOOR CENTER
6225 N 39TH STREET
AUGUSTA,MI49012
38-3167869 501C3 40,093       YOUTH DEVELOPMENT
(73) FIRST BAPTIST CHURCH OF KALAMAZOO
315 WEST MICHIGAN AVENUE
KALAMAZOO,MI49007
13-5563018 501C3 40,000       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(74) BETHEL BAPTIST CHURCH
402 SOUTH WESTNEDGE
KALAMAZOO,MI49007
38-1393920   40,000       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(75) KALAMAZOO HUMANE SOCIETY
4239 S WESTNEDGE AVE
KALAMAZOO,MI49008
38-1474932 501C3 39,289       ANIMAL RELATED ACTIVITIES
(76) BRONSON HEALTH FOUNDATION
301 JOHN STREET BOX C
KALAMAZOO,MI49007
38-2415081 501C3 39,100       HEALTH GENERAL & REHABILIATIVE
(77) KALAMAZOO COUNTY PARKS DEPARTMENT
2900 LAKE STREET
KALAMAZOO,MI49048
38-2886994 501C3 38,550       GOVERNMENT - OLD CODE
(78) DISABILITY NETWORK SW MI
517 E CROSSTOWN PARKWAY
KALAMAZOO,MI49001
38-2351028 501C3 36,695       IND. & FAMILIES
(79) BOYS & GIRLS CLUBS OF GREATER KALAMAZOO
915 LAKE STREET
KALAMAZOO,MI49001
38-1627080 501C3 35,989       YOUTH DEVELOPMENT
(80) KALAMAZOO JUNIOR SYMPHONY SOCIETY
714 S WESTNEDGE
KALAMAZOO,MI49007
38-6089780 501C3 35,450       ARTS, CULTURE, HUMANITIES
(81) VOLUNTEER CENTER OF GREATER KALAMAZOO
DBA VOLUNTEER KALAMAZOO3901 EMERALD
DRIVE SUITE A
KALAMAZOO,MI49001
38-2026621 501C3 33,250       YOUTH DEVELOPMENT
(82) KALAMAZOO DROP-IN CHILD CARE CENTER
FIRST CONGREGATIONAL CHURCH 129 S
PARK ST
KALAMAZOO,MI49007
38-1359203 501C3 32,600       IND. & FAMILIES
(83) YMCA OF GREATER KALAMAZOO
1001 WEST MAPLE STREET
KALAMAZOO,MI49008
38-1360592 501C3 31,296       YOUTH DEVELOPMENT
(84) KALAMAZOO CHRISTIAN SCHOOL FOUNDATION
2121 STADIUM DRIVE
KALAMAZOO,MI49008
38-3146344 501C3 31,210       EDUCATION/INSTRUCTION
(85) WESTERN MICHIGAN UNIVERSITY FOUNDATION
1903 W MICHIGAN 120 W WALWOOD HALL
KALAMAZOO,MI49008
38-2138856 501C3 30,950       EDUCATION/INSTRUCTION
(86) OPEN DOOR AND NEXT DOOR SHELTERS
PO BOX 50102
KALAMAZOO,MI49005
23-7088427 501C3 30,400       HOUSING SHELTER
(87) KALAMAZOO COLLECTIVE HOUSING
BOARD OF DIRECTORS 2101 WILBUR ST
KALAMAZOO,MI49006
20-4014598 501C3 30,000       HOUSING SHELTER
(88) WILD SWAN THEATER
6175 JACKSON RD
ANN ARBOR,MI48103
38-2457214 501C3 30,000       ARTS, CULTURE, HUMANITIES
(89) MICHIGAN PARENTS OF THE VISUALLY IMPAIRED
4175 WESTBROOK ROAD
IONIA,MI48846
38-2957938 501C3 30,000       HEALTH GENERAL & REHABILIATIVE
(90) FAIR HOUSING CENTER
410 E MICHIGAN
KALAMAZOO,MI49007
38-3442077 501C3 30,000       HOUSING SHELTER
(91) COUNCIL ON FOUNDATIONS INC
PO BOX 75661
BALTIMORE,MD21275
13-6068327 501C3 29,800       PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS
(92) CITY OF KALAMAZOO
241 W SOUTH STREET
KALAMAZOO,MI49007
39-6004627 501C3 29,451       RECREATION, LEISURE & SPORTS, ATHLETICS
(93) PORTAGE UNITED CHURCH OF CHRIST
2731 WEST MILHAM RD
PORTAGE,MI49024
38-2249574 501C3 29,000       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(94) MICHIGAN STATE UNIVERSITY
OFFICE OF FINANCIAL AID 259 STUDENT
SERVICES BUILDING
EAST LANSING,MI48824
38-6005984 501C3 28,500       EDUCATION/INSTRUCTION
(95) SOUTHWEST MICHIGAN LAND CONSERVANCY
6851 S SPRINKLE ROAD
PORTAGE,MI49002
38-3038708 501C3 28,100       ENVIRONMENT, QUALITY, PROTECTION
(96) EDISON NEIGHBORHOOD ASSOCIATION INC
816 WASHINGTON AVE
KALAMAZOO,MI49001
38-2108671 501C3 27,500       ENVIRONMENT, QUALITY, PROTECTION
(97) PREVENTION WORKS INC
611 WHITCOMB SUITE A
KALAMAZOO,MI49008
38-3264831 501C3 26,850       YOUTH DEVELOPMENT
(98) URBAN ALLIANCE
536 E MICHIGAN AVENUE SUITE 400
KALAMAZOO,MI49007
20-4969751 501C3 26,000       URBAN ALLIANCE GRANT 20111102
(99) GALESBURG-AUGUSTA SCHOOLS
1076 N 37TH STREET
GALESBURG,MI49053
38-6001925 501C3 25,706       EDUCATION/INSTRUCTION
(100) BORGESS FOUNDATION
MEDICAL SPECIALTIES BLD 1521 GULL
ROAD
KALAMAZOO,MI49048
23-7222558 501C3 25,250       IND. & FAMILIES
(101) KALAMAZOO REGIONAL CATHOLIC SCHOOLS FOUNDATION
1000 W KILGORE RD
KALAMAZOO,MI49008
38-2476783 501C3 25,066       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(102) AL-VAN HUMANE SOCIETY
P O BOX 421
SOUTH HAVEN,MI49090
38-2072192 501C3 25,000       ANIMAL RELATED ACTIVITIES
(103) HOSPICE AT HOME INC
4025 HEALTH PARK LANE
ST JOSEPH,MI49085
38-2416086 501C3 25,000       HEALTH GENERAL & REHABILIATIVE
(104) KAIROS DWELLING
2945 GULL ROAD
KALAMAZOO,MI49048
38-3433618 501C3 23,814       HEALTH GENERAL & REHABILIATIVE
(105) CONSTANCE BROWN HEARING CENTERS
1634 GULL ROAD STE201
KALAMAZOO,MI49048
38-1410463 501C3 23,789       HEALTH GENERAL & REHABILIATIVE
(106) KALAMAZOO PSYCHIATRIC HOSPITAL
1312 OAKLAND DRIVE
KALAMAZOO,MI49008
38-6000134 501C3 23,685       HEALTH GENERAL & REHABILIATIVE
(107) CLIMAX-SCOTTS COMMUNITY SCHOOLS
372 S MAIN STREET
CLIMAX,MI49034
38-6001921 501C3 23,242       SCHOOL READINESS
(108) AUDUBON SOCIETY OF KALAMAZOO
6450 NORTH 2ND STREET
KALAMAZOO,MI49009
38-2806607 501C3 23,000       ENVIRONMENT, QUALITY, PROTECTION
(109) FIRE HISTORICAL AND CULTURAL ARTS COLLABORATIVE
1249 PORTAGE ST STE 1A
KALAMAZOO,MI49001
26-2739811 501C3 22,500       ARTS, CULTURE, HUMANITIES
(110) MICHIGAN DEAF ASSOCIATION
1191-108TH AVENUE
OTSEGO,MI49078
38-1814242 501C3 22,500       EDUCATION/INSTRUCTION
(111) DAY BIBLE CHURCH
135 BASELINE ROAD
BATTLE CREEK,MI49017
38-6108004 501C3 22,326       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(112) COMMUNITY AIDS RESOURCE AND EDUCATION SERVICES
629 PIONEER STREET
KALAMAZOO,MI49008
38-2784545 501C3 20,250       IND. & FAMILIES
(113) GIRL SCOUTS HEART OF MICHIGAN
601 WEST MAPLE STREET
KALAMAZOO,MI49008
38-1581300 501C3 20,100       YOUTH DEVELOPMENT
(114) OPEN ROADS BIKE PROGRAM
502 EGLESTON AVE
KALAMAZOO,MI49001
30-0779558 501C3 20,000       YOUTH DEVELOPMENT
(115) VAN BUREN DISTRICT LIBRARY
200 PHELPS STREET
DECATUR,MI49045
38-3007923 501C3 20,000       EDUCATION/INSTRUCTION
(116) THE LEELANAU CENTER FOR EDUCATION
THE LEELANAU SCHOOL ONE OLD
HOMESTEAD ROAD
GLEN ARBOR,MI49636
38-6061392 501C3 20,000       EDUCATION/INSTRUCTION
(117) MICHIGAN MARITIME MUSEUM INC
260 DYCKMAN AVE
SOUTH HAVEN,MI49090
38-2342806 501C3 19,500       ARTS, CULTURE, HUMANITIES
(118) SOUTH HAVEN COMMUNITY FOUNDATION
228 BROADWAY
SOUTH HAVEN,MI49090
20-3841038 501C3 18,425       PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS
(119) MICHIGAN YOUTH ARTS FESTIVAL
301 WEST 4TH STREET SUITE 415
ROYAL OAK,MI48067
38-2639761 501C3 18,000       ARTS, CULTURE, HUMANITIES
(120) UNIVERSITY OF MICHIGAN
2011 STUDENT ACTIVITIES BLDG 515
EAST JEFFERSON
ANN ARBOR,MI48109
38-6006309 501C3 17,640       EDUCATION/INSTRUCTION
(121) SOUTHWEST MICHIGAN FIRST CORP
241 E MICHIGAN AVENUE
KALAMAZOO,MI49007
38-2853785 501C3 17,500       ECONOMIC DEV
(122) AMERICAN RED CROSS
5640 VENTURE COURT
KALAMAZOO,MI49009
53-0196605 501C3 17,350       HEALTH GENERAL & REHABILIATIVE
(123) KALAMAZOO GOSPEL MISSION
448 NORTH BURDICK STREET
KALAMAZOO,MI49007
38-1877515 501C3 16,692       IND. & FAMILIES
(124) THE NATURE CONSERVANCY
4245 N FAIRFAX DR STE 100
ARLINGTON,VA22203
53-0242652 501C3 16,000       ENVIRONMENT, QUALITY, PROTECTION
(125) EAST MAIN CHURCH OF CHRIST
2528 EAST MAIN STREET
KALAMAZOO,MI49048
38-2475557 501C3 15,600       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(126) PORTAGE EDUCATION FOUNDATION
PO BOX 2043
PORTAGE,MI49081
38-2966723 501C3 15,293       EDUCATION/INSTRUCTION
(127) WASHTENAW INTERMEDIATE SCHOOL DISTRICT
1819 SOUTH WAGNER RDPO BOX 1406
ANN ARBOR,MI48106
501C3 15,000       EDUCATION/INSTRUCTION
(128) LADIES LIBRARY ASSOCIATION OF KALAMAZOO
333 S PARK ST
KALAMAZOO,MI49007
38-3639242 501C3 15,000       EDUCATION/INSTRUCTION
(129) COUNCIL OF MICHIGAN FOUNDATIONS
ONE SOUTH HARBOR AVE STE 3
GRAND HAVEN,MI49417
38-6263347 501C3 14,800       PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS
(130) BETHANY REFORMED CHURCH
1833 S BURDICK
KALAMAZOO,MI49001
38-1415381 501C3 14,000       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(131) ST LUKES EPISCOPAL CHURCH
247 WEST LOVELL
KALAMAZOO,MI49007
31-1629166 501C3 13,000       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(132) KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION
6767 W O AVENUEPO BOX 4070
KALAMAZOO,MI49003
38-2307720 501C3 12,562       EDUCATION/INSTRUCTION
(133) PORTAGE DISTRICT LIBRARY
300 LIBRARY LANE
PORTAGE,MI49002
38-3415210 501C3 12,181       EDUCATION/INSTRUCTION
(134) PARTNERS IN HEALTH A NON PROFIT CORP
888 COMMONWEALTH AVE 3RD FLOOR
BOSTON,MA02115
04-3567502 501C3 12,000       IND. & FAMILIES
(135) DENISON UNIVERSITY
PO BOX 716
GRANVILLE,OH43023
31-4379459 501C3 12,000       EDUCATION/INSTRUCTION
(136) PURDUE UNIVERSITY
BURSAR-OUTSIDE AWARDS 1060 HOVDE
HALL
WEST LAFAYETTE,IN47907
35-6002041 501C3 12,000       EDUCATION/INSTRUCTION
(137) PORTAGE CHAPEL HILL UNITED METHODIST CHURCH
7028 OAKLAND DRIVE
PORTAGE,MI49024
38-1816766 501C3 11,800       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(138) HISPANIC AMERICAN COUNCIL INC
930 LAKE STREET
KALAMAZOO,MI49001
38-2437758 501C3 11,670       COMMUNITY IMPROVEMENT/CAPACITY BLDG.
(139) KALAMAZOO RIVER WATERSHED PUBLIC ADVISORY COU
408 E MICHIGAN AVE
KALAMAZOO,MI49007
38-3458206 501C3 11,615       ENVIRONMENT, QUALITY, PROTECTION
(140) FIRST DAY SHOE FUND
PO BOX 2751
KALAMAZOO,MI49001
20-4881364 501C3 11,500       YOUTH DEVELOPMENT
(141) RENAISSANCE ENTERPRISES
901 LAY BOULEVARD
KALAMAZOO,MI49001
38-2816993 501C3 11,500       CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
(142) HAVEN REFORMED CHURCH
5350 SPRINKLE RD
KALAMAZOO,MI49004
38-2031786 501C3 10,970       RELIGION
(143) DRUG TREATMENT COURT FOUNDATION
P O BOX 50587
KALAMAZOO,MI49005
01-0770241 501C3 10,400       HEALTH GENERAL & REHABILIATIVE
(144) KALAMAZOO COUNTY CHILD ABUSE & NEGLECT COUNCIL
420 E ALCOTT
KALAMAZOO,MI49001
38-2221084 501C3 10,125       YOUTH DEVELOPMENT
(145) A2 MISSSIONARY FUND
1541 WASHTENAW AVE
ANN ARBOR,MI48104
27-3674042 501C3 10,000       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(146) UNIVERSITY OF MICHIGAN
9925 GRAHAM ROAD
PLAINWELL,MI49080
501C3 10,000       EDUCATION/INSTRUCTION
(147) WILLISTON NORTHAMPTON SCHOOL
19 PAYSON AVE
EASTHAMPTON,MA01027
04-1975990 501C3 10,000       EDUCATION/INSTRUCTION
(148) NETWORK FOR TEACHING ENTREPRENEURSHIP
120 WALL STREET 18TH FLOOR
NEW YORK,NY10005
13-3408731 501C3 10,000       PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS
(149) ALVENE E LOWE GRICE MEMORIAL SCHOLARSHIP FUND
PO BOX 126
COVERT,MI49043
20-3918418 501C3 10,000       EDUCATION/INSTRUCTION
(150) PARENTS FOR PUBLIC SCHOOLS OF GREATER KALAMAZOO
P O BOX 1166
KALAMAZOO,MI49081
27-3998872 501C3 10,000       IND. & FAMILIES
(151) CITY LIFE CHURCH
PO BOX 1413574 S DIVISION AVENUE
GRAND RAPIDS,MI49501
35-1148762 501C3 10,000       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(152) NORTHWOOD UNIVERSITY
4000 WHITING DRIVE
MIDLAND,MI48640
38-1624684 501C3 10,000       EDUCATION/INSTRUCTION
(153) WILLIAM CRISPE COMMUNITY HOUSE
203 WEST BRIDGE STREET
PLAINWELL,MI49080
38-1677221 501C3 10,000       HUMAN SERVICE-MULTIPURPOSE/OTHER
(154) ANN ARBOR CENTER FOR INDEPENDENT LIVING
3941 RESEARCH PARK DRIVE
ANN ARBOR,MI48108
38-2133063 501C3 10,000       HUMAN SERVICE-MULTIPURPOSE/OTHER
(155) PARKS FOUNDATION OF KALAMAZOO COUNTY
PO BOX 50467
KALAMAZOO,MI49005
38-2886994 501C3 10,000       ENVIRONMENT, QUALITY, PROTECTION
(156) CONNECTIONS COMMUNITY CHURCH
11500 N US-131
SCHOOLCRAFT,MI49087
38-3276588 501C3 10,000       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(157) YOUTH DEVELOPMENT COMPANY AND PAL
PO BOX 453
SOUTH HAVEN,MI49090
38-3298735 501C3 10,000       ARTS, CULTURE, HUMANITIES
(158) CAMP ROGER
8356 BELDING ROAD
ROCKFORD,MI49341
38-6022430 501C3 10,000       EDUCATION/INSTRUCTION
(159) MENA MAHIBER
2540 HUNTERS BLUFF
KALAMAZOO,MI49048
45-0562493 501C3 10,000       ENVIRONMENT, QUALITY, PROTECTION
(160) COVERT PUBLIC SCHOOLS
35323 M-140 HIGHWAY
COVERT,MI49043
38-6003986 501C3 9,950       EDUCATION/INSTRUCTION
(161) I D E A ASSOCIATION
PO BOX 51272
KALAMAZOO,MI49005
20-8337684 501C3 9,900       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(162) COVENANT SENIOR DAY PROGRAM
7211 OAKLAND DRIVE
PORTAGE,MI49024
38-3266954 501C3 9,635       HEALTH GENERAL & REHABILIATIVE
(163) JUNIOR LEAGUE OF KALAMAZOO INC
403 N SAGE STREET
KALAMAZOO,MI49006
38-6103097 501C3 9,530       PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS
(164) GUARDIAN FINANCE & ADVOCACY SERVICES
18 W MICHIGAN AVE STE 300
BATTLE CREEK,MI49017
38-2282034 501C3 9,500       HUMAN SERVICE-MULTIPURPOSE/OTHER
(165) FONTANA CHAMBER ARTS
359 S KALAMAZOO MALLSTE 200
KALAMAZOO,MI49007
38-3548660 501C3 8,661       ARTS, CULTURE, HUMANITIES
(166) INTERFAITH HOMES OF KALAMAZOO
2725 AIRVIEW BLVD SUITE 205
PORTAGE,MI49002
38-1905021 501C3 8,600       YOUTH DEVELOPMENT
(167) BUILDING BLOCKS OF KALAMAZOO
511 W VINE STREET
KALAMAZOO,MI49008
06-1705642 501C3 8,500       COMMUNITY IMPROVEMENT/CAPACITY BLDG.
(168) MICHIGAN BLIND ATHLETIC ASSOCIATION
C/O WMU DEPT BLS 1903 WEST MICHIGAN
MAIL STOP 5218
KALAMAZOO,MI49008
38-2383830 501C3 8,500       HEALTH GENERAL & REHABILIATIVE
(169) PORTAGE COMMUNITY OUTREACH CENTER
DBA PORTAGE COMMUNITY CENTER 325 E
CENTRE
PORTAGE,MI49002
38-2178011 501C3 8,450       IND. & FAMILIES
(170) CATHOLIC FAMILY SERVICES
1819 GULL ROAD
KALAMAZOO,MI49001
38-2072348 501C3 8,195       IND. & FAMILIES
(171) MICHIGAN FESTIVAL OF SACRED MUSIC
PO BOX 50566
KALAMAZOO,MI49005
30-0129719 501C3 7,500       ARTS, CULTURE, HUMANITIES
(172) TURN 2 FOUNDATION INC
215 PARK AVENUE S
NEW YORK,NY10003
34-1847687 501C3 7,500       YOUTH DEVELOPMENT
(173) OAKWOOD NEIGHBORHOOD ASSOCIATION
3320 LAIRD AVENUE
KALAMAZOO,MI49008
38-6101091 501C3 7,500       HUMAN SERVICE-MULTIPURPOSE/OTHER
(174) AACORN FARM INC
2525 MILLER ROAD
KALAMAZOO,MI49008
45-2576096 501C3 7,500       HUMAN SERVICE-MULTIPURPOSE/OTHER
(175) FAMILY DIVISION 9TH CIRCUIT COURT
1400 GULL ROAD
KALAMAZOO,MI49001
38-6004860 501C3 7,400       IND. & FAMILIES
(176) KALAMAZOO ROTARY CLUB CHARITIES
ROTARY CLUB OF KALAMAZOO PO BOX
50251
KALAMAZOO,MI49005
38-6089188 501C3 7,275       PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS
(177) KALAMAZOO PUSH FOR LEARNING
7213 CROSS COUNTRY
KALAMAZOO,MI49009
38-2505311 501C3 7,000       EDUCATION/INSTRUCTION
(178) KALAMAZOO COUNTY HEALTH AND COMMUNITY SERVICES DEPARTMENT
3299 GULL ROAD
NAZARETH,MI49074
38-6004860 501C3 7,000       YOUTH DEVELOPMENT
(179) KALAMAZOO COUNTRY DAY SCHOOL
4221 E MILHAM ROAD
PORTAGE,MI49002
38-2266451 501C3 6,878       EDUCATION/INSTRUCTION
(180) DOUGLASS COMMUNITY ASSOCIATION
1000 W PATERSON
KALAMAZOO,MI49007
38-1359820 501C3 6,800       YOUTH DEVELOPMENT
(181) SHEPHERD'S CENTER OF GREATER KALAMAZOO
1833 SOUTH BURDICK ST
KALAMAZOO,MI49007
38-2845639 501C3 6,700       HUMAN SERVICE-MULTIPURPOSE/OTHER
(182) JULIUS & ESTHER STULBERG COMPETITION INC
359 S KALAMAZOO MALL
KALAMAZOO,MI49007
51-0147234 501C3 6,700       ARTS, CULTURE, HUMANITIES
(183) SCHOOLCRAFT COMMUNITY SCHOOLS
551 EAST LYONS STREET
SCHOOLCRAFT,MI49087
38-6001955   6,500       EDUCATION/INSTRUCTION
(184) CHEFF THERAPEUTIC RIDING CENTER
8450 N 43RD
AUGUSTA,MI49012
38-6061238 501C3 6,461       IND. & FAMILIES
(185) GULL LAKE COMMUNITY SCHOOLS FOUNDATION
11775 EAST D AVENUE
RICHLAND,MI49083
38-2489077 501C3 6,273       EDUCATION/INSTRUCTION
(186) PARCHMENT SCHOOL DISTRICT
520 NORTH ORIENT STREET
PARCHMENT,MI49004
38-6001939 501C3 6,000       PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS
(187) ST MICHAEL LUTHERAN CHURCH
7211 OAKLAND DRIVE
PORTAGE,MI49002
43-0658188 501C3 6,000       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(188) ZION LUTHERAN CHURCH
2122 BRONSON BLVD
KALAMAZOO,MI49008
38-1557582 501C3 5,775       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(189) HOSPITAL HOSPITALITY HOUSE OF SW MI INC
527 WEST SOUTH STREET
KALAMAZOO,MI49007
38-2540700 501C3 5,580       IND. & FAMILIES
(190) MICHIGAN HISTORICAL FOUNDATION
PO BOX 12331
LANSING,MI48901
38-2888411 501C3 5,216       ARTS, CULTURE, HUMANITIES
(191) KALAMAZOO COUNTY CHADD CHAPTER 80-T
4341 S WESTNEDGE 2101
KALAMAZOO,MI49008
59-2817697 501C3 5,100       IND. & FAMILIES
(192) HOPE REFORMED CHURCH
1365 MONROE BLVD
SOUTH HAVEN,MI49090
38-6077772 501C3 5,000       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(193) MICHIGAN STATE UNIVERSITY
6411 FLAGSTONE ST
KALAMAZOO,MI49009
501C3 5,000       EDUCATION/INSTRUCTION
(194) MUSCULAR DYSTROPHY ASSOCIATION
2133 UNIVERSITY PARK DRSTE 400
OKEMOS,MI48864
13-1665552 501C3 5,000       HEALTH GENERAL & REHABILIATIVE
(195) KALAMAZOO BOOK ARTS CENTER
326 W KALAMAZOO AVE
KALAMAZOO,MI49007
20-4202088 501C3 5,000       ARTS, CULTURE, HUMANITIES
(196) CULTURE IS NOT OPTIONAL NFP
PO BOX 1
THREE RIVERS,MI49093
32-0041819 501C3 5,000       HUMAN SERVICE-MULTIPURPOSE/OTHER
(197) KINGDOM MINDED MINISTRIES
2118 HUMPHREY STREET
KALAMAZOO,MI49048
37-1578172 501C3 5,000       EMPLOYMENT JOBS
(198) BORGESS MEDICAL CENTER
1521 GULL ROAD
KALAMAZOO,MI49048
38-1360526 501C3 5,000       HEALTH GENERAL & REHABILIATIVE
(199) MICHIGAN LEAGUE FOR PUBLIC POLICY
1223 TURNER STREET STE G1
LANSING,MI48906
38-1360557 501C3 5,000       PUBLIC AFFAIRS/SOCIETY BENEFIT
(200) ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
456 CHERRY ST
GRAND RAPIDS,MI49503
38-1387122 501C3 5,000       HEALTH GENERAL & REHABILIATIVE
(201) GREATER DETROIT AGENCY FOR THE BLIND AND VISUALLY IMPARED
16625 GRAND RIVER AVE
DETROIT,MI48827
38-1683860 501C3 5,000       HEALTH GENERAL & REHABILIATIVE
(202) ST THOMAS MORE
421 MONROE
KALAMAZOO,MI49001
38-1816518 501C3 5,000       RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT
(203) DKA CHARITIES
141 WEST MICHIGAN AVE
KALAMAZOO,MI49007
38-2820067 501C3 5,000       PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS
(204) DOWNTOWN KALAMAZOO INC
141 E MICHIGAN AVENUE
KALAMAZOO,MI49007
38-2845664 501C3 5,000       PUBLIC PROTECTION, CRIME JUSTICE, LEGAL SERVICES
(205) CALVIN COLLEGE
OFFICE OF FINANCIAL AID 3201 BURTON
SE
GRAND RAPIDS,MI49546
38-3071514 501C3 5,000       EDUCATION/INSTRUCTION
(206) SYLVIA'S PLACE
PO BOX 13
ALLEGAN,MI49010
38-3262878 501C3 5,000       HOUSING SHELTER
(207) CHRISTIAN NEIGHBORS
P O BOX 53
PLAINWELL,MI49080
38-3451688 501C3 5,000       HOUSING SHELTER
(208) UNIVERSITY OF MICHIGAN-DEARBORN ENVIRONMENTAL INTERPRETIVE CENTER
4901 EVERGREEN ROAD
DEARBORN,MI48128
38-6006309 501C3 5,000       EDUCATION/INSTRUCTION
(209) LEST WE FORGET OUR VETS
P O BOX 1642
PORTAGE,MI49002
41-2227957 501C3 5,000       HEALTH GENERAL & REHABILIATIVE
(210) CF LEADS
1055 BROADWAY
KANSAS CITY,MO64105
43-1645180 501C3 5,000       PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS
(211) PGA TOUR CHARITIES
100 PGA TOUR BLVD
PONTE VEDRA BEACH,FL32082
59-2774423 501C3 5,000       RECREATION, LEISURE & SPORTS, ATHLETICS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) SCHOLARSHIP 339 1,065,737   N/A N/A
(2) AWARD FOR ACADEMIC EXCELLENCE 12 37,250   N/A N/A
(3) PROFESSIONAL DEVELOPMENT 12 8,850   N/A N/A
(4) EMERGENCY ASSISTANCE 13 6,438   N/A N/A
(5) GRADUATE RESEARCH PROGRAM 2 2,500   N/A N/A
(6) IMPROVE OR ENHANCE SKILLS FOR YOUTH 11 3,239   N/A N.A


Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: GRANTS FROM DONOR ADVISED AND DESIGNATED FUNDS: WE ENSURE THE GRANT IS MADE TO A QUALIFIED 501(C)(3) ORGANIZATION WHICH HAS THE CAPACITY TO ENSURE THE GRANT IS USED IN THE MANNER INTENDED. GRANTS FROM SCHOLARSHIP FUNDS: GRANTS ARE MADE PAYABLE TO THE COLLEGE OR UNIVERSITY WITH INSTRUCTIONS FOR THEIR USE INCLUDING THAT IT BE RETURNED IF CERTAIN CONDITIONS BY THE STUDENT ARE NOT MET. GRANTS FROM UNRESTRICTED FUNDS: GRANTS REQUIRE AN APPLICATION WHICH ARTICULATES THE GRANT PURPOSE AND THE OUTCOMES EXPECTED. A FOLLOW UP REPORT IS REQUIRED AT THE END OF THE PROJECT.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number

38-3333202
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)CAROLYN PICKETT-ERWAYCEO/PRESIDENT (i)
(ii)
187,955
0
0
0
0
0
10,854
0
0
0
198,809
0
0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number

38-3333202
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) AMOUNTS INVOLVED ARE BELOW
 
        No
(2) REPORTING TRESHOLDS
 
        No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.

Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number

38-3333202
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 36 2,152,275 EXCHANGE MEAN
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( FURNITURE & E ) X 1 39,733 APPRAISL
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number

38-3333202
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS BARBARA JAMES AND RONDA STRYKER ARE BOTH BOARD MEMBERS OF GREENLEAF TRUST. BOARD MEMBERS EILEEN WILSON-OYELARAN, BARBARA JAMES, WILLIAM JOHNSTON (RONDA STRYKER'S HUSBAND) AND FRANK SARDONE ALL SERVE ON THE BOARD OF BRONSON HEALTHCARE GROUP (OF WHICH MR. SARDONE IS ALSO PRESIDENT/CEO). BOARD MEMBERS STEPHEN JOHNSON, RONDA STRYKER AND EILEEN WILSON-OYELARAN ALL SERVE ON THE BOARD OF KALAMAZOO COLLEGE (OF WHICH DR. WILSON-OYELAREN IS ALSO THE PRESIDENT/CEO). BARBARA JAMES, FRANK SARDONE AND EILEEN WILSON-OYELARAN ARE ALL BOARD MEMBERS OF THE GILMORE. FRANK SARDONE AND EILEEN WILSON-OYELARAN ARE BOTH BOARD MEMBERS OF THE UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH.
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS ELECTRONICALLY SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BOARD, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS AND STAFF MUST REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE CONCERNING COMPLIANCE ON AN ANNUAL BASIS. THOSE INDIVIDUALS WITH OVERSIGHT FOR COMPETITIVE GRANTS UPDATE THE QUESTIONNAIRE QUARTERLY. A CONFLICT OF INTEREST WITH RESPECT TO A POTENTIAL TRANSACTION IS REQUIRED TO BE DISCLOSED AND THE CONFLICTED BOARD MEMBER, COMMITTEE VOLUNTEER OR STAFF PERSON IS EXCLUDED FROM PARTICIPATING IN DISCUSSIONS, DELIBERATIONS AND DECISIONS CONCERNING THE MATTER.
FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO IS THE TOP MANAGEMENT OFFICIAL OF THE COMMUNITY FOUNDATION AND HIS/HER COMPENSATION PACKAGE IS REVIEWED AND DECIDED UPON ANNUALLY BY THE BOARD OF TRUSTEES, WHICH ACTS AS THE COMPENSATION COMMITTEE. AS PART OF THE PROCESS, THE BOARD REVIEWS HIS/HER PERFORMANCE FOR THE PREVIOUS 12 MONTHS. ANNUALLY, THROUGH THE USE OF VARIOUS SURVEYS, THE BOARD COMPARES THE PRESIDENT'S COMPENSATION TO THAT OF OTHERS IN SIMILAR POSITIONS. EVERY FEW YEARS, THE COMMUNITY FOUNDATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE SALARY RANGE FOR THE POSITION. USING THIS CONTEMPORANEOUS DATA, THE BOARD DETERMINES THE APPROPRIATE COMPENSATION PACKAGE FOR THE YEAR AND IT IS APPROVED IN EXECUTIVE SESSION IN ADVANCE OF PAYMENT. OFFICERS RECEIVE ANNUAL PERFORMANCE APPRAISALS FROM THEIR IMMEDIATE SUPERVISOR, THE PRESIDENT/CEO. SALARY ADJUSTMENTS FOR OFFICERS ARE APPROVED BY THE PRESIDENT/CEO AND ARE BASED ON MERIT AND WITHIN BUDGETARY GUIDELINES APPROVED BY THE BOARD OF TRUSTEES. EVERY FEW YEARS, THE COMMUNITY FOUNDATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE SALARY RANGE FOR THE POSITIONS. THE SALARY FOR THE CFO IS APPROVED BY THE BOARD OF TRUSTEES. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS 2013.
FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, TAX RETURNS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIFE INSURANCE 17,692. CHANGE IN VALUE OF GIFT ANNUITIES -502,487.
FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
KALAMAZOO COMMUNITY FOUNDATION
 
Employer identification number

38-3333202
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1) KALAMAZOO COMMUNITY FOUNDATION CHARITABLE TRUST

PNC BANK NA 245 NORTH ROSE STREET 3

KALAMAZOO,MI490073940
38-6372488
SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11D, III-O KALMAZOO COMMUNITY FOUNDATION
 
Yes
 
(2) KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS INC

402 EAST MICHIGAN AVE

KALAMAZOO,MI49007
38-3245468
SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11A, I KALMAZOO COMMUNITY FOUNDATION
 
Yes
 
(3) RHEA HUNTING TRUST FBO KALAMAZOO COMMUNITY FOUNDATION

PNC BANK NA 245 NORTH ROSE STREET 3

KALAMAZOO,MI490073940
38-6739983
SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 4947(A)(1) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION
 
Yes
 
(4) CONSTANCE BROWN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION

PNC BANK NA 245 NORTH ROSE STREET 3

KALAMAZOO,MI490073940
38-6041534
SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION
 
Yes
 
(5) MILLIE K UPJOHN & MARY S KIRBY MEMORIAL TRUST

PNC BANK NA 245 NORTH ROSE STREET 3

KALAMAZOO,MI490073940
38-6065409
SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION
 
Yes
 
(6) ELEANOR S PITKIN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION

PNC BANK NA 245 NORTH ROSE STREET 3

KALAMAZOO,MI490073940
38-6041533
SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION
 
Yes
 
(7) AGNES BARRETT TRUST FBO THE KALAMAZOO COMMUNITY FOUNDATION

PNC BANK NA 245 NORTH ROSE STREET 3

KALAMAZOO,MI490073940
38-6041661
SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION
 
Yes
 
(8) PETER VAN HAFTEN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION

151 S ROSE STREET

KALAMAZOO,MI49007
38-2870344
SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11D, III-O KALMAZOO COMMUNITY FOUNDATION
 
Yes
 
(9) PAULINE BUCKHOUT TRUST FBO KALAMAZOO COMMUNITY FOUNDATION

PNC BANK NA 245 NORTH ROSE STREET 3

KALAMAZOO,MI490073940
38-6449256
SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 4947(A)(1) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION
 
Yes
 
(10) GEORGE STEERS TRUST FBO KALAMAZOO COMMUNITY FOUNDATION

151 S ROSE STREET

KALAMAZOO,MI49007
38-6179967
SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) RHEA HUNTING TRUST FBO KALAMAZOO COMMUNITY FOUNDATION

C 42,153 CASH TRANSFERED
(2) CONSTANCE BROWN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION

C 28,129 CASH TRANSFERED
(3) ELEANOR S PITKIN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION

C 24,308 CASH TRANSFERED
(4) AGNES BARRETT TRUST FBO THE KALAMAZOO COMMUNITY FOUNDATION

C 122,183 CASH TRANSFERED
(5) GEORGE STEERS TRUST FBO KALAMAZOO COMMUNITY FOUNDATION

C 5,475 CASH TRANSFERED
(6) PAULINE BUCKHOUT TRUST FBO KALAMAZOO COMMUNITY FOUNDATION

C 27,078 CASH TRANSFERED
(7) KALAMAZOO COMMUNITY FOUNDATION CHARITABLE TRUST

C 164,548 CASH TRANSFERED
(8) MILLE K UPJOHN & MARY S KIRBY MEMORIAL TRUST

C 20,386 CASH TRANSFERED
(9) PETER VAN HAFTEN FBO KALAMAZOO COMMUNITY FOUNDATION

C 354,235 CASH TRANSFERED
(10) KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS INC

C 10,758 CASH TRANSFERED
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version: