Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
CORWILL AND MARGIE JACKSON FOUNDATION CO
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI482757874
A Employer identification number

38-6064502
B Telephone number (see instructions)

(616) 752-4730
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,127,803J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 17,704
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 49,460 49,460  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 69,878
b Gross sales price for all assets on line 6a 757,108
7 Capital gain net income (from Part IV, line 2)... 69,878
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 481    
12 Total. Add lines 1 through 11........ 137,523 119,338  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 1,138 284   853
b Accounting fees (attach schedule)....... 1,755 878   878
c Other professional fees (attach schedule).... 27,891 27,891   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 6 6   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 20 20    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,810 29,079 0 1,731
25 Contributions, gifts, grants paid........ 115,960 115,960
26 Total expenses and disbursements. Add lines 24 and 25 146,770 29,079 0 117,691
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,247
b Net investment income (if negative, enter -0-) 90,259
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 83,438 77,017 77,017
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,501,834 Click to see attachment1,481,255 1,615,321
c Investments—corporate bonds (attach schedule)........ 416,134 Click to see attachment416,134 417,761
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment17,704 Click to see attachment17,704
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,001,406 1,992,110 2,127,803
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 2,001,406 1,992,110
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 2,001,406 1,992,110
31 Total liabilities and net assets/fund balances (see instructions).. 2,001,406 1,992,110
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,001,406
2 Enter amount from Part I, line 27a..................... 2 -9,247
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,992,159
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 49
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,992,110
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 160. EBAY INC   2013-06-28 2014-01-07
b 80. J P MORGAN CHASE & CO   2011-07-27 2014-01-15
c 50. PHILIP MORRIS INTL INC   2011-03-30 2014-01-15
d 60. SCHLUMBERGER LTD   2011-07-27 2014-01-15
e 250. GENERAL MTRS CO   2013-04-08 2014-01-21
25. GRAINGER W W INC   2011-03-30 2014-01-22
21. APPLE COMPUTER INC   2011-06-03 2014-01-29
200. E M C CORP   2012-10-10 2014-02-04
100. E M C CORP   2013-11-13 2014-02-04
130. INVESCO LTD   2011-03-30 2014-02-04
90. LAZARD LTD (LP)   2013-04-18 2014-02-04
50. ALPS ETF TR ALERIAN MLP   2012-07-19 2014-02-11
90. ATWOOD OCEANICS INC   2013-09-16 2014-02-11
10. GUGGENHEIM   2012-07-19 2014-02-11
160. INDEXIQ ETF HEDGE MULTI-STRATEGY TRACKE   2013-09-13 2014-02-11
10. ISHARES S&P GLOBAL TIMBER & FORESTRY IND   2012-07-19 2014-02-11
220. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND   2013-03-15 2014-02-11
30. ISHARES FTSE NAREIT RESIDENTIAL INDEX FD   2013-04-16 2014-02-11
30. PHILIP MORRIS INTL INC   2013-09-16 2014-02-11
80. PHILIP MORRIS INTL INC   2011-06-03 2014-02-11
120. VANGUARD GLOBAL EX-U S REAL ESTATE   2013-10-11 2014-02-11
40. BAXTER INTERNATIONAL INC   2013-09-16 2014-02-13
90. COCA COLA CO   2011-03-30 2014-02-13
40. CONOCOPHILLIPS   2011-03-30 2014-02-13
40. EXPRESS SCRIPTS HLDG CO   2012-12-06 2014-02-13
40. OCCIDENTAL PETROLEUM CORP   2011-07-27 2014-02-13
15. VISA INC CL A   2011-03-30 2014-02-13
90. COCA COLA CO   2013-09-16 2014-02-28
50. COCA COLA CO   2011-03-30 2014-02-28
60. US BANCORP   2011-03-30 2014-03-11
50. WABTEC CORP   2013-06-28 2014-03-11
30. GUGGENHEIM   2012-07-19 2014-03-19
40. ISHARES S&P GLOBAL TIMBER & FORESTRY IND   2013-07-11 2014-03-19
80. ISHARES S&P GLOBAL TIMBER & FORESTRY IND   2013-03-15 2014-03-19
340. ISHARES FTSE NAREIT MTG REITS INDEX FD   2013-06-10 2014-03-19
20. ISHARES S&P GLOBAL UTILITIES   2012-07-19 2014-03-19
90. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2013-07-11 2014-03-19
4. SPDR GOLD TRUST   2013-03-15 2014-03-19
20. VANGUARD GLOBAL EX-U S REAL ESTATE   2013-10-11 2014-03-19
140. COCA COLA CO   2013-09-16 2014-03-25
70. NIKE INC CL B   2011-03-30 2014-04-01
150. INVESCO LTD   2011-06-03 2014-04-04
140. BANK OF AMERICA CORP   2013-11-08 2014-04-08
20. ECOLAB INC   2012-10-10 2014-04-08
50. FISERV INC   2011-03-30 2014-04-08
60. KRAFT FOODS GROUP INC   2013-11-08 2014-04-08
50. BAXTER INTERNATIONAL INC   2013-09-16 2014-04-09
120. J P MORGAN CHASE & CO   2011-07-27 2014-04-14
90. J P MORGAN CHASE & CO   2011-07-27 2014-04-16
440. BANK OF AMERICA CORP   2013-11-08 2014-04-17
190. US BANCORP   2011-06-03 2014-04-17
90. SCHLUMBERGER LTD   2011-07-27 2014-04-21
170. BANK OF AMERICA CORP   2013-11-08 2014-05-07
50. CONOCOPHILLIPS   2011-03-30 2014-05-13
50. AMERICAN INTL GROUP INC   2013-11-08 2014-05-29
30. VERIZON COMMUNICATIONS   2010-04-05 2014-05-29
.75 TIME INC NEW   2014-01-21 2014-06-10
90. ALPS ETF TR ALERIAN MLP   2012-07-19 2014-06-16
10. FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX   2013-04-16 2014-06-16
680. INDEXIQ ETF HEDGE MULTI-STRATEGY TRACKE   2013-11-14 2014-06-16
20. ISHARES S&P EMERGING MKTS INFRASTRUCTUR   2013-09-13 2014-06-16
10. ISHARES S&P GLOBAL INFRASTRUCURE INDX FD   2012-07-19 2014-06-16
10. ISHARES FTSE EPRA/NAREIT GLOBAL REAL ESTATE EX-US INDEX FUND   2013-03-15 2014-06-16
990. ISHARES FTSE NAREIT MTG REITS INDEX FD   2014-02-11 2014-06-16
150. ISHARES FTSE NAREIT MTG REITS INDEX FD   2013-06-10 2014-06-16
120. POWERSHARES GLOBAL WATER PT   2012-09-13 2014-06-16
430. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2013-07-11 2014-06-16
25. CELGENE CORP   2013-11-13 2014-06-19
20. EOG RESOURCES INC   2013-11-19 2014-06-19
40. KIMBERLY CLARK CORP   2013-12-05 2014-06-19
246.429 AMG FDS SOUTHERNSUN SMALL CP - I   2012-03-06 2014-07-10
20. APPLE COMPUTER INC   2011-06-03 2014-07-10
10. COMCAST CORP CL A   2013-11-08 2014-07-10
20. FACEBOOK INC   2013-11-06 2014-07-10
184.991 HARBOR INTL FD   2011-06-03 2014-07-10
445.435 MFS INTL NEW DISCOVERY I   2011-06-03 2014-07-10
50. MERCK & CO INC NEW   2013-11-08 2014-07-10
50. MICROSOFT CORP   2011-03-30 2014-07-10
60. MONSTER BEVERAGE CORP   2014-04-17 2014-07-10
10. NEWELL RUBBERMAID INC   2014-03-11 2014-07-10
62.201 OPPENHEIMER DEVELOPING MARKETS FUND-Y   2012-03-02 2014-07-10
10. PFIZER INC   2013-12-05 2014-07-10
376.264 PRINCIPAL MIDCAP BLEND   2012-03-06 2014-07-10
5. ROPER INDS INC NEW   2011-06-03 2014-07-10
10. LAZARD LTD (LP)   2013-04-18 2014-07-10
50. MOLSON COORS BREWING CO CL B   2014-01-29 2014-07-16
30. WABTEC CORP   2013-06-28 2014-07-16
90. ALPS ETF TR ALERIAN MLP   2012-07-19 2014-07-17
10. FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX   2013-04-16 2014-07-17
30. ISHARES S&P GLOBAL TIMBER & FORESTRY IND   2013-07-11 2014-07-17
970. ISHARES FTSE NAREIT MTG REITS INDEX FD   2014-02-11 2014-07-17
280. ISHARES FTSE NAREIT RESIDENTIAL INDEX FD   2013-06-10 2014-07-17
10. ISHARES FTSE NAREIT RESIDENTIAL INDEX FD   2013-11-14 2014-07-17
5. ISHARES S&P GLOBAL MATERIALS   2012-07-19 2014-07-17
10. ISHARES SILVER TRUST   2013-03-15 2014-07-17
890. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2013-07-11 2014-07-17
5. SPDR INTL GOVT INFL PROTECTED BD ETF   2013-03-15 2014-07-17
50. FISERV INC   2011-06-03 2014-07-18
50. BAXTER INTERNATIONAL INC   2013-09-16 2014-07-23
100. LAZARD LTD (LP)   2013-04-18 2014-07-23
30. KIMBERLY CLARK CORP   2013-12-05 2014-07-24
40. QUALCOMM INC   2013-02-22 2014-08-05
8. TIME INC NEW   2014-01-21 2014-08-05
50. DEVON ENERGY CORPORATION   2013-04-08 2014-08-08
14. BLACKROCK INC   2014-02-11 2014-08-27
20. ROPER INDS INC NEW   2011-06-03 2014-08-27
35. AMGEN INC   2013-02-22 2014-09-30
170. ALPS ETF TR ALERIAN MLP   2012-07-19 2014-10-07
740. GUGGENHEIM S&P GLOBAL WATER INDEX ETF   2014-07-17 2014-10-07
200. GUGGENHEIM   2014-06-16 2014-10-07
510. GUGGENHEIM   2013-08-16 2014-10-07
700. FIRST TR IPOX 100 INDEX FD   2014-06-16 2014-10-07
90. FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX   2013-11-14 2014-10-07
240. FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDE   2013-04-16 2014-10-07
108. ISHARES BARCLAYS US TREASURY INFLATION PROTECTED SECURITY FUND   2013-06-10 2014-10-07
210. ISHARES S&P GLOBAL TIMBER & FORESTRY IND   2013-08-16 2014-10-07
180. ISHARES S&P GLOBAL TIMBER & FORESTRY IND   2014-06-16 2014-10-07
20. ISHARES S&P EMERGING MKTS INFRASTRUCTUR   2014-02-11 2014-10-07
170. ISHARES S&P EMERGING MKTS INFRASTRUCTUR   2013-09-13 2014-10-07
130. ISHARES S&P GLOBAL INFRASTRUCURE INDX FD   2013-07-11 2014-10-07
145. ISHARES S&P GLOBAL MATERIALS   2013-03-15 2014-10-07
45. ISHARES S&P GLOBAL MATERIALS   2013-12-13 2014-10-07
240. ISHARES S&P GLOBAL UTILITIES   2013-03-15 2014-10-07
90. ISHARES S&P GLOBAL UTILITIES   2014-07-17 2014-10-07
230. ISHARES SILVER TRUST   2013-07-11 2014-10-07
50. ISHARES SILVER TRUST   2014-06-16 2014-10-07
1570. POWERSHARES LISTED PRIVATE EQ   2014-07-17 2014-10-07
2060. POWERSHARES LISTED PRIVATE EQ   2013-08-16 2014-10-07
40. POWERSHARES GLOBAL WATER PT   2012-09-13 2014-10-07
490. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2014-02-11 2014-10-07
230. POWERSHARES DB US DOLLAR INDEX BULLISH FUND   2013-08-16 2014-10-07
270. SPDR DJ INTL REAL ESTATE ETF   2014-07-17 2014-10-07
195. SPDR INTL GOVT INFL PROTECTED BD ETF   2013-03-15 2014-10-07
5. SPDR INTL GOVT INFL PROTECTED BD ETF   2014-02-11 2014-10-07
210. VANGUARD GLOBAL EX-U S REAL ESTATE   2014-07-17 2014-10-07
10. WISDOMTREE TR EMERGING MARKETS LOCAL DEBT   2014-02-11 2014-10-07
250. WISDOMTREE TR EMERGING MARKETS LOCAL DEBT   2013-09-13 2014-10-07
60. VERIZON COMMUNICATIONS   2010-04-05 2014-10-17
30. IBM CORP   2014-08-27 2014-10-20
30. CONOCOPHILLIPS   2011-03-30 2014-10-29
50. OCCIDENTAL PETROLEUM CORP   2011-07-27 2014-10-29
80. QUALCOMM INC   2013-02-22 2014-11-07
30. EOG RESOURCES INC   2013-12-05 2014-11-11
20. APACHE CORP   2014-07-18 2014-11-28
40. DEVON ENERGY CORPORATION   2013-04-08 2014-11-28
20. EOG RESOURCES INC   2013-12-05 2014-11-28
50. BERKSHIRE HATHAWAY CL B   2013-11-08 2014-12-02
40. CONOCOPHILLIPS   2011-06-03 2014-12-15
30. OCCIDENTAL PETROLEUM CORP   2011-07-27 2014-12-15
90. EXPRESS SCRIPTS HLDG CO   2012-12-06 2014-12-16
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 8,446   8,379 67
b 4,727   3,251 1,476
c 4,146   3,279 867
d 5,339   5,610 -271
e 9,512   6,881 2,631
6,538   3,449 3,089
10,524   7,290 3,234
4,723   5,202 -479
2,361   2,423 -62
4,213   3,357 856
3,832   2,863 969
881   829 52
4,233   5,089 -856
255   170 85
4,614   4,533 81
521   383 138
6,596   7,483 -887
1,488   1,613 -125
2,376   2,641 -265
6,336   5,321 1,015
6,383   6,924 -541
2,759   2,885 -126
3,478   2,988 490
2,594   2,453 141
3,051   2,153 898
3,685   4,142 -457
3,361   1,129 2,232
3,437   3,500 -63
1,909   1,660 249
2,522   1,610 912
4,024   2,673 1,351
754   510 244
2,057   1,897 160
4,114   3,599 515
4,379   4,935 -556
942   834 108
1,912   2,007 -95
516   617 -101
1,063   1,154 -91
5,407   5,445 -38
5,200   2,692 2,508
5,337   3,741 1,596
2,287   2,002 285
2,101   1,272 829
2,835   1,567 1,268
3,441   3,159 282
3,660   3,607 53
6,570   4,877 1,693
4,949   3,658 1,291
7,103   6,290 813
7,638   4,861 2,777
9,147   8,250 897
2,514   2,430 84
3,930   3,067 863
2,703   2,435 268
1,489   886 603
17   15 2
1,665   1,493 172
365   334 31
20,188   19,504 684
707   665 42
440   344 96
320   340 -20
12,624   12,319 305
1,913   2,053 -140
3,185   2,375 810
9,223   9,683 -460
4,156   3,732 424
2,289   1,682 607
4,515   4,163 352
7,726   5,325 2,401
1,892   980 912
545   481 64
1,297   985 312
13,540   11,986 1,554
13,501   10,637 2,864
2,918   2,334 584
2,087   1,288 799
4,201   3,983 218
320   311 9
2,486   2,089 397
299   313 -14
8,161   5,456 2,705
721   400 321
503   318 185
3,614   2,681 933
2,418   1,604 814
1,703   1,493 210
376   334 42
1,555   1,423 132
12,114   12,107 7
15,109   14,974 135
540   480 60
326   278 48
202   279 -77
19,078   20,041 -963
311   309 2
3,133   1,572 1,561
3,837   3,607 230
5,101   3,181 1,920
3,286   3,122 164
2,909   2,605 304
193   164 29
3,689   3,261 428
4,657   4,267 390
3,004   1,598 1,406
4,927   3,009 1,918
3,210   2,820 390
19,848   20,113 -265
4,650   5,064 -414
11,856   11,358 498
33,190   31,265 1,925
3,012   3,130 -118
8,031   8,024 7
12,188   12,966 -778
10,301   10,003 298
8,830   9,386 -556
697   642 55
5,926   5,655 271
5,442   4,680 762
8,403   8,546 -143
2,608   2,764 -156
11,354   10,109 1,245
4,258   4,396 -138
3,782   6,152 -2,370
822   988 -166
16,917   19,153 -2,236
22,196   23,598 -1,402
966   792 174
11,161   10,662 499
5,239   5,140 99
10,979   11,996 -1,017
11,514   12,063 -549
295   291 4
11,286   12,205 -919
449   447 2
11,222   13,135 -1,913
2,879   1,772 1,107
5,046   5,756 -710
2,117   1,840 277
4,429   5,061 -632
5,554   5,211 343
2,963   2,517 446
1,295   1,972 -677
2,363   2,173 190
1,746   1,670 76
7,490   5,776 1,714
2,469   2,231 238
2,194   2,931 -737
7,182   4,845 2,337
      13,951
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       67
b       1,476
c       867
d       -271
e       2,631
      3,089
      3,234
      -479
      -62
      856
      969
      52
      -856
      85
      81
      138
      -887
      -125
      -265
      1,015
      -541
      -126
      490
      141
      898
      -457
      2,232
      -63
      249
      912
      1,351
      244
      160
      515
      -556
      108
      -95
      -101
      -91
      -38
      2,508
      1,596
      285
      829
      1,268
      282
      53
      1,693
      1,291
      813
      2,777
      897
      84
      863
      268
      603
      2
      172
      31
      684
      42
      96
      -20
      305
      -140
      810
      -460
      424
      607
      352
      2,401
      912
      64
      312
      1,554
      2,864
      584
      799
      218
      9
      397
      -14
      2,705
      321
      185
      933
      814
      210
      42
      132
      7
      135
      60
      48
      -77
      -963
      2
      1,561
      230
      1,920
      164
      304
      29
      428
      390
      1,406
      1,918
      390
      -265
      -414
      498
      1,925
      -118
      7
      -778
      298
      -556
      55
      271
      762
      -143
      -156
      1,245
      -138
      -2,370
      -166
      -2,236
      -1,402
      174
      499
      99
      -1,017
      -549
      4
      -919
      2
      -1,913
      1,107
      -710
      277
      -632
      343
      446
      -677
      190
      76
      1,714
      238
      -737
      2,337
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 69,878
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 119,992 2,125,794 0.056446
2012 109,931 2,114,515 0.051989
2011 105,857 2,143,246 0.049391
2010 106,068 2,087,387 0.050814
2009 111,533 1,858,334 0.060018
2 Total of line 1, column (d) ...................... 2 0.268658
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.053732
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,722,027
5 Multiply line 4 by line 3....................... 5 92,528
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 903
7 Add lines 5 and 6......................... 7 93,431
8 Enter qualifying distributions from Part XII, line 4.............. 8 117,691
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 903
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 903
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 903
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 768
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,900
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,668
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,765
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet904 RefundedBullet 11 861
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCOMERICA BANK Telephone no.bullet (877) 405-1091
    Located atbullet101 NORTH MAIN STREETANN ARBORMI ZIP+4bullet48104
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16Yes  
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    DAVID J HALL PRESIDENT
    1     		0    
    6954 W JACKSON RD
    LUDINGTON,MI49341
    THOMAS HALL TREASURER
    1     		0    
    2247 GENEVA TERRACE
    CHICAGO,IL60614
    SUSAN MEYERS TRUSTEE
    1     		0    
    900 5TH THIRD CENTER
    GRAND RAPIDS,MI49503
    MARGIE BACH SECRETARY
    1     		0    
    7540 ALASKA RIDGE SE
    ALTO,MI49302
    JENS BACH TRUSTEE
    1     		0    
    7540 ALASKA RIDGE SE
    ALTO,MI49302
    CHRISSIE HALL TRUSTEE
    1     		0    
    6954 W JACKSON RD
    LUDINGTON,MI49341
    DIANE GRAHAM-HENRY TRUSTEE
    1     		0    
    2247 N GENEVA TERRACE
    CHICAGO,IL60614
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,691,623
    b
    Average of monthly cash balances.......................
    1b
    38,924
    c
    Fair market value of all other assets (see instructions)................
    1c
    17,704
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,748,251
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,748,251
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    26,224
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,722,027
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    86,101
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    86,101
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    903
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    903
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    85,198
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    85,198
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    85,198
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    117,691
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    117,691
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    903
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    116,788
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 85,198
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 7,177
    b From 2010....... 2,956
    c From 2011....... 3,854
    d From 2012....... 6,219
    e From 2013....... 15,236
    fTotal of lines 3a through e......... 35,442
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 117,691
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 85,198
    e Remaining amount distributed out of corpus 32,493
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 67,935
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		7,177
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		60,758
    10 Analysis of line 9:
    a Excess from 2010.... 2,956
    b Excess from 2011.... 3,854
    c Excess from 2012.... 6,219
    d Excess from 2013.... 15,236
    e Excess from 2014.... 32,493
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MR DAVID J HALL
    6954 W JACKSON RD
    LUDINGTON,MI49341
    (231) 843-1883
    bThe form in which applications should be submitted and information and materials they should include:
    REPORT REQUIRED, APPLICATION FORM SUPPLIED, STATE REASON FOR ATTENDING COLLEGE
    cAny submission deadlines:
    MAY 1ST OF EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SCHOLARSHIPS AWARDED TO SENIORS IN MASON COUNTY FOR THE FIRST YEAR OF COLLEGE. FOUR YEAR AWARDS OFFERED
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ASHLEY PYKE
    DELTA COLLEGE
    2385 LANA DRIVE
    LUDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 750
    AMY VANSLEDRIGHT
    4650 N MORSE ROAD
    FOUNTAIN,MI49410     		NONE INDIVIDUAL PERSON SCHOLARSHIP 5,000
    SARAH LUCE
    2710 W FISHER ROAD
    LUDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    CAITLYN COOKENMASTER
    363 W BEARD ROAD
    PENTWATER,MI49449     		NONE INDIVIDUAL PERSON SCHOLARSHIP 5,000
    ASHLEY MACDONALD
    5969 N PETERSON ROAD
    LUDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    AMANDA WINGELAAR
    3524 W FIRST STREET
    LUDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 6,000
    NATHAN YUTZY
    105 W MELENDY STREET
    LUDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    ALYSSA BRYAN
    1626 E HAWLEY ROAD
    CUSTER,MI49405     		NONE INDIVIDUAL PERSON SCHOLARSHIP 6,000
    JESSICA APPLEDORN
    4891 E MILLERTON ROAD
    FOUNTAIN,MI49410     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    TAYLOR MYER
    3210N ROWE
    LUNDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 4,000
    KAIJA LUUSUA
    3619 W HANSEN
    LUDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 4,000
    KERRI CONRAD
    2133 W CONRAD ROAD
    LUDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 4,000
    KRISTEN JOHNSON
    448 W DECKER ROAD
    SCOTTNILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    EMMA KARAS
    1220 E FOUNTAIN ROAD
    FREESOIL,MI49411     		NONE INDIVIAUAL PERSON SCHOLARSHIP 2,000
    ZACK ERIKSEN
    1622 E SUGAR GROVE ROAD
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    DAVID ANDERSEN
    1726 W CHILBERG ROAD
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    MICHAEL HEINRICH
    1106 N SHERMAN
    LUDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 3,000
    EMILY LIEBLANG
    306 N LEWIS
    LUDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 3,000
    JAMIE DORMAN
    306 S WASHINGTON
    LUDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    JENNA KNIZACKY
    260 S AMBER ROAD
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 6,000
    TAYLOR BRYANT
    UNIVERSITY OF MICHIGAN
    18 S MAIN STREET
    CUSTER,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    SAMANTHA WAHR
    BAKER COLLEGE
    475 N BENSON ROAD
    FOUNTAIN,MI49410     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    LESLI MICKEVICH
    GRAND VALLEY STATE UNIVERSITY
    4466 N REEK ROAD
    FOUNTAIN,MI49410     		NONE INDIVIDUAL PERSON SCHORALSHIP 3,000
    CODY KELLY
    WESTSHORE COMMUNITY COLLEGE
    3002 E US 10
    CUSTER,MI49405     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,500
    JAMES APPLEDORN
    LAKE SUPERIOR STSTE UNIVERSITY
    4891 E MILLERTON ROAD
    FOUNTAIN,MI49410     		NONE INDIVIDUAL PRSON SCHOLARSHIP 950
    BRIANNA WALTER
    WESTSHORE COMMUNITY COLLEGE
    5094 MILLERTON ROAD
    FOUNTAIN,MI49410     		NONE INDIVIDUAL PERSON SCHOLARSHIP 950
    KARELYN GRACZYK
    AQUINAS UNIVERSITY
    1607 ROBINSON ROAD SE
    GRAND RAPIDS,MI49506     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    LINDSEY LARSEN
    SEINNA HEIGHTS
    332 W SUGAR GROVE ROAD
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    ANDERS ASIALA
    UNIVERSITY OF MICHIGAN
    206 N REINBERG
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,030
    JOSHUA RITZEMA
    HILLSDALE UNIVERSITY
    4833 N US 31
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,030
    DOUGLAS WYMAN
    UNIVERSITY OF MICHIGAN
    201 E STATE STREET
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 750
    JESSICA JOHNSON
    GRAND VALLEY STATE UNIVERSITY
    448 W DECKER ROAD
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 750
    PAYTON BLADZIK
    HOPE COLLEGE
    1336 E MAVIS ROAD
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 750
    MADISON GEERS
    LAKE SUPERIOR STATE UNIVERSITY
    3773 N STILES ROAD
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 750
    BRAD RENWICK
    3114 WASHINGTON
    PENWATER,MI49449     		NONE INDIVIDUAL PERSON SCHOLARSHIP 750
    JESSICA ALLEN
    OLIVET COLLEGE
    1390 N GORDON ROAD
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 750
    WYNN PETERSON
    GRAND VALLEY STATE UNIVERSITY
    904 W QUARTERLINE ROAD
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 750
    ABBY MAVIS
    WESTSHORE COMMUNITY COLLEGE
    2343 S HOGENSON ROAD
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 500
    TRISTAN GERBERS
    WESTSHORE COMMUNITY COLLEGE
    587 W KISTLER ROAD
    SCOTTVILLE,MI49454     		NONE INDIVIDUAL PERSON SCHOLARSHIP 500
    GABE KELLY
    FERRIS UNIVERSITY
    5016 W OLMSTEAD ROAD
    LUDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 6,000
    LARISSA TODD
    MICHIGAN STATE UNIVERSITY
    2330 N RATH ROAD
    LUNDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    HANNAH DOGGETT
    ALME COLLEGE
    306 S WASHINGTON
    LUDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 6,000
    SAMUEL JOHNSON
    UNIVERSITY OF MICHIGAN
    5924 N ORCHARD LANE
    LUNDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    MATT RITTER
    OAKLAND UNIVERSITY
    5799 PLEASANT RIDGE ROAD
    LUNDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    AMYGRACE SHOOP
    AQUINAS COLLEGE
    2799 W DECKER
    LUNDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 2,000
    BEAU JARRETT
    HILLSDALE COLLEGE
    6282 W ELI ROAD
    LUNDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 1,000
    DALLAS LINDENEAU
    UNIVERSITY OF MICHIGAN
    305 N ROWE STREET
    LUNDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 1,000
    KAYLEIGH SHILLINGER
    WESTSHORE COMMUNITY COLLEGE
    4540 W HANSEN ROAD
    LUNDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 1,000
    CHRISTOPHER SNOW
    MICHIGAN STATE UNIVERSITY
    1893 N RATH ROAD
    LUNDINGTON,MI49431     		NONE INDIVIDUAL PERSON SCHOLARSHIP 1,000
    MALCOLM THOMPSON
    UNIVERSITY OF MICHIGAN
    1006 N SHERMAN STREET
    LUNDINGTON,MI49431     		NONE INDIVIDUL PERSON SCHOLARSHIP 1,000
    MEGAN MOFFIT
    WEST SHORE COMMUNITY COLLEGE
    2823 W JOHNSON ROAD
    LUDINGTON,MI49431     		NONE INDIVIDUAL SCHOLARSHIP 500
    Total .................................bullet 3a 115,960
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 49,460  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 69,878  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER REVENUE     14 481  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   119,819  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13119,819
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    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
    2014
    Name of the organization
    CORWILL AND MARGIE JACKSON FOUNDATION CO
     
    Employer identification number

    38-6064502
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    CORWILL AND MARGIE JACKSON FOUNDATION CO
          		Employer identification number

    38-6064502
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    DAVID J HALL  
    6954 W JACKSON ROAD
     
    LUDINGTON, MI494319427

    		$17,704


    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    CORWILL AND MARGIE JACKSON FOUNDATION CO
          		Employer identification number

    38-6064502
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    CORWILL AND MARGIE JACKSON FOUNDATION CO
          		Employer identification number

    38-6064502
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    CORWILL AND MARGIE JACKSON FOUNDATION CO
    EIN: 38-6064502
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 416,134 417,761

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    CORWILL AND MARGIE JACKSON FOUNDATION CO
    EIN: 38-6064502
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 1,481,255 1,615,321

    TY 2014 OtherAssetsSchedule
    Name:
    CORWILL AND MARGIE JACKSON FOUNDATION CO
    EIN: 38-6064502
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    NATIONWIDE LIFE POLICY   17,704 17,704


    TY 2014 OtherDecreasesSchedule
    Name:
    CORWILL AND MARGIE JACKSON FOUNDATION CO
    EIN: 38-6064502
    Description Amount