Form990-PF
Click to see attachment

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. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 07-01-2013 , and ending 06-30-2014
Name of foundation
John E Fetzer Institute Inc
 
% CHRISTINA M ADAMS VP-FINAN
Number and street (or P.O. box number if mail is not delivered to street address)9292 West KL AvenueSuiteRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
Kalamazoo, MI490095316
A Employer identification number

38-6052788
B Telephone number (see instructions)

(269) 375-2000
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$532,800,038J 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) 2,601,053
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 3,859,442 3,859,442 3,859,442
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 23,627,059
b Gross sales price for all assets on line 6a 250,931,016
7 Capital gain net income (from Part IV, line 2)... 23,627,059
8 Net short-term capital gain......... 5,053,529
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)....... Click to see attachment 4,287   4,287
12 Total. Add lines 1 through 11........ 30,091,841 27,486,501 8,917,258
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,690,061 104,030 104,030 1,586,031
14 Other employee salaries and wages...... 3,214,534     3,214,533
15 Pension plans, employee benefits....... 1,954,270 29,629 29,629 1,883,322
16a Legal fees (attach schedule)......... Click to see attachment 55,420 0 0 57,931
b Accounting fees (attach schedule)....... Click to see attachment 25,752 0 0 25,752
c Other professional fees (attach schedule).... Click to see attachment 2,169,579 1,068,624 1,068,624 1,204,338
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,681,154     492,154
19 Depreciation (attach schedule) and depletion... Click to see attachment 897,459    
20 Occupancy.............. 848,016     831,101
21 Travel, conferences, and meetings....... 447,572 27,933 27,933 415,115
22 Printing and publications.......... 44,066     43,699
23 Other expenses (attach schedule)....... Click to see attachment 6,495,814 13,564 13,564 6,682,308
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,523,697 1,243,780 1,243,780 16,436,284
25 Contributions, gifts, grants paid........ 995,387 1,062,774
26 Total expenses and disbursements. Add lines 24 and 25 20,519,084 1,243,780 1,243,780 17,499,058
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,572,757
b Net investment income (if negative, enter -0-) 26,242,721
c Adjusted net income (if negative, enter -0-)... 7,673,478
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 209,426 257,608 257,608
3 Accounts receivable bullet0
Less: allowance for doubtful accounts bullet   72,000 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) bullet1,000,000
Less: allowance for doubtful accounts bullet   1,000,000 Click to see list of attachments1,000,000 1,000,000
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 337,276 363,657 363,657
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 384,962,017 Click to see attachment415,229,699 415,229,699
c Investments—corporate bonds (attach schedule)........ 55,151,500 Click to see attachment55,585,866 55,585,866
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 8,136,708 Click to see attachment47,841,243 47,841,243
14 Land, buildings, and equipment: basis bullet25,468,795
Less: accumulated depreciation (attach schedule) bullet16,086,975 10,057,248 Click to see attachment9,381,820 9,381,820
15 Other assets (describe bullet) Click to see attachment3,019,479 Click to see attachment3,140,145 Click to see attachment3,140,145
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 462,945,654 532,800,038 532,800,038
Liabilities 17 Accounts payable and accrued expenses.......... 3,399,968 2,364,324
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment4,970,811 Click to see attachment6,220,392
23 Total liabilities (add lines 17 through 22).......... 8,370,779 8,584,716
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 454,569,875 524,215,322
25 Temporarily restricted................ 5,000 0
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 454,574,875 524,215,322
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 462,945,654 532,800,038
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)............... 1 454,574,875
2 Enter amount from Part I, line 27a..................... 2 9,572,757
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 60,067,690
4 Add lines 1, 2, and 3.......................... 4 524,215,322
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 524,215,322
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a NORTHERN TRUST - LONG TERM P    
b NORTHERN TRUST - SHORT TERM P    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 152,735,470   134,161,940 18,573,530
b 98,195,546   93,142,017 5,053,529
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       18,573,530
b       5,053,529
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 23,627,059
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 5,053,529
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 24,977,537 424,295,875 0.058868
2011 20,056,655 397,892,328 0.050407
2010 21,758,754 404,943,728 0.053733
2009 20,834,218 371,923,262 0.056018
2008 21,069,600 342,409,460 0.061533
2 Total of line 1, column (d) ...................... 2 0.280559
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 0.056112
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 480,347,340
5 Multiply line 4 by line 3....................... 5 26,953,250
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 262,427
7 Add lines 5 and 6......................... 7 27,215,677
8 Enter qualifying distributions from Part XII, line 4.............. 8 17,721,089
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 524,854
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 524,854
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 524,854
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 487,055
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 40,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 527,055
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 901
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 1,300
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,300 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.FETZER.ORG
    14
    The books are in care ofbulletCHRISTINA M ADAMS VP-FINANCE Telephone no.bullet (269) 375-2000
    Located atbullet9292 W KL AVEKalamazooMI ZIP+4bullet490095316
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    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 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ROBERT F LEHMAN PRES EMERITUS, CHAIR & TRUSTEE
    40.0     		285,547 28,555 23,286
    4040 GREENLEAF CIRCLE
    Kalamazoo,MI49008
    JANIS A CLAFLIN VICE CHAIRMAN & TRUSTEE
    8.0     		70,200 0 0
    2508 TIMBERLINE
    AUSTIN,TX78746
    BRUCE F FETZER TREASURER & TRUSTEE
    8.0     		70,200 0 0
    2285 CRIMORA
    SCHOOLCRAFT,MI49087
    FRANCES E VAUGHAN TRUSTEE
    8.0     		70,200 0 0
    4615 PARADISE DRIVE
    TIBURON,CA94920
    ANGELES ARRIEN TRUSTEE
    8.0     		35,100 0 0
    4000 BRIDGEWAY
    SAUSALITO,CA94965
    CAROLYN T BROWN TRUSTEE
    8.0     		70,200 0 0
    1225 EDGEVALE RD
    SILVER SPRING,MD20910
    BRUCE M CARLSON TRUSTEE
    8.0     		70,200 0 0
    1345 WATERFORD DRIVE
    GOLDEN VALLEY,MN55422
    LYNNE TWIST TRUSTEE
    8.0     		70,200 0 0
    3 FIFTH AVENUE
    SAN FRANCISCO,CA94118
    KATHLEEN M CAVANAUGH PLANNING OFFICER/SECRETARY
    40.0     		129,635 12,964 14,177
    2333 WAITE
    KALAMAZOO,MI49008
    CHRISTINA M ADAMS ASSISTANT TREASURER
    40.0     		224,288 22,429 26,826
    8544 SIERRA MADRE
    KALAMAZOO,MI49009
    TIMOTHY J JONES VICE PRESIDENT OPERATIONS
    40.0     		169,760 16,976 26,096
    10020 WEST L AVE
    KALAMAZOO,MI49009
    ROBERT BOISTURE PRESIDENT & TRUSTEE
    40.0     		424,531 35,323 57,317
    2714 CLOVELLY
    KALAMAZOO,MI49008
    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
    WAYNE RAMSEY DIR RESEARCH DESIGN
    40.0     		134,374 13,437 22,036
    2830 DUKE ST
    KALAMAZOO,MI49008
    KYLE JOHNSON DIR OF COMMUNICATION
    40.0     		132,464 13,246 22,006
    222 N KALAMAZOO MALL APT 390
    KALAMAZOO,MI49008
    DEBORAH HIGGINS DIRECTOR OF PROGRAMS
    40.0     		128,606 12,861 21,946
    3110 AUDUBON DRIVE
    KALAMAZOO,MI49008
    BRAD MILLER CONTROLLER
    40.0     		108,939 10,894 25,134
    46141 MEADOW LANE
    LAWRENCE,MI49064
    JULIE GANT DIR IS & SERVICES
    40.0     		100,971 10,097 13,714
    1505 HIGHGATE RD
    KALAMAZOO,MI49006
    Total number of other employees paid over $50,000...................bullet 23
    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
    BOARD OF REGENTS - UNIVER OF WISCONSIN RESEARCH CONSULTANTS 200,000
    21 NORTH PARK STREET STE 6401
    MADISON,WI53715
    TM GROUP INC IT consultants 318,345
    27555 EXECUTIVE DRIVE STE 100
    FARMINGTON HILLS,MI48331
    REDROCK INFORMATION SECURITY IT Consultants 430,423
    401 HALL STREET SW
    GRAND RAPIDS,MI49503
    JASON COHEN PRODUCTIONS LLC FILM PRODUCTION 196,689
    1860 CAPISTRANO AVE
    BERKELEY,CA94707
    NUMERIC INVESTORS INVEST. CONSULTANTS 209,808
    470 ATLANTIC AVE 6TH FLOOR
    BOSTON,MA02210
    Total number of others receiving over $50,000 for professional services.............bullet54
    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 GLOBAL GATHERING 2014 SEE FOOTNOTE #1 228,615
    2 NEUROSCIENCE OF COMPASSION, LOVE AND FORGIVENESS SEE FOOTNOTE #2 200,000
    3 SCIENTIFIC RESEARCH ON COMPASSIONATE LOVE SEE FOOTNOTE #3 150,675
    4 RWANDA HEALING CENTER SEE FOOTNOTE #4 110,900
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
     
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$  
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
    1995-03-09
    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) 2013 (b) 2012 (c) 2011 (d) 2010
    7,673,478 5,812,014 3,635,510 7,604,931 24,725,933
    b 85% of line 2a ......... 6,522,456 4,940,212 3,090,184 6,464,191 21,017,043
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		17,721,089 25,105,005 20,132,132 21,990,648 84,948,874
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		995,387 1,029,621 1,658,062 1,837,628 5,520,698
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		16,725,702 24,075,384 18,474,070 20,153,020 79,428,176
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 532,800,038 462,945,654 419,435,133 442,277,957 1,857,458,782
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		16,011,578 14,143,196 13,263,077 13,498,124 56,915,975
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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 of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		NONE PC CONFERENCES, SEMINARS & MEETINGS 20,000
    AUSTIN SAMARITANS
    PO BOX 161074
    AUSTIN,TX78716     		NONE PC INSTITUTIONAL SUPPORT 5,300
    BIOPHARMACEUTICAL TECHNOLOGY CENTER INSTITUTE
    5445 EAST CHERYL PARKWAY
    MADISON,WI53711     		NONE PC CONFERENCES, SEMINARS & MEETINGS 5,000
    CENTER FOR COMTEMPLATIVE MIND IN SOCIETY
    98 KING ST APT 1
    NORTHAMPTON,MA01060     		NONE PC CONFERENCES, SEMINARS & MEETINGS 10,000
    CHRISTIAN CHURCH DISCIPLES OF CHRIST
    2208 WINCHELL AVENUE
    KALAMAZOO,MI49008     		NONE PC INSTITUTIONAL SUPPORT 8,540
    CLAREMONT SCHOOL OF THEOLOGY
    1325 NORTH COLLEGE AVENUE
    CLAREMONT,CA91711     		NONE PC CONFERENCES, SEMINARS & MEETINGS 10,000
    CONNECTIONS COMMUNITY CHURCH
    11500 NORTH US HIGHWAY 131
    SCHOOLCRAFT,MI49087     		NONE PC INSTITUTIONAL SUPPORT 12,643
    CULTURE IS NOT OPTIONAL
    PO BOX 1
    THREE RIVERS,MI49093     		NONE PC INSTITUTIONAL SUPPORT 6,350
    DIOCESE OF KALAMAZOO
    215 NORTH WESTNEDGE AVE
    KALAMAZOO,MI49007     		NONE PC INSTITUTIONAL SUPPORT 8,750
    ERANOS FOUNDATION
    VIA BARAGGIE 3
    ASCONA   CH-6612
    SZ     		NONE PC INSTITUTIONAL SUPPORT 150,000
    ESALEN INSTITUTE
    1001 BRIDGEWAY 247
    SAUSALITO,CA94965     		NONE PC CONFERENCES, SEMINARS & MEETINGS 10,000
    FLORAGLADES FOUNDATION INC
    1270 TOM COKER RD
    LABELLE,FL33935     		NONE PC CONFERENCES, SEMINARS & MEETINGS 10,000
    HERE CENTER FOR THE ARTS
    145 6TH AVE
    NEW YORK,NY10013     		NONE PC INSTITUTIONAL SUPPORT 7,000
    INTERFAITH ACTION OF CENTRAL TEXAS
    2921 E 17TH STREET
    AUSTIN,TX78702     		NONE PC INSTITUTIONAL SUPPORT 10,000
    KALAMAZOO COMMUNITY FOUNDATION
    402 EAST MICHIGAN
    KALAMAZOO,MI49007     		NONE PC COMMUNITY GIVING 326,500
    LAKE OF THE ISLES LUTHERAN CHURCH
    2020 W LAKE OF THE ISLES PARKWAY
    MINNEAPOLIS,MN55405     		NONE PC INSTITUTIONAL SUPPORT 12,750
    LOVE SERVE REMEMBER FOUNDATION
    22631 PACIFIC COAST HWY 762
    MALIBU,CA90265     		NONE PC INSTITUTIONAL SUPPORT 10,000
    MONASTERIES OF THE HEART
    345 EAST NINTH STREET
    ERIE,PA16503     		NONE PC INSTITUTIONAL SUPPORT 17,500
    MT ZION BAPTIST CHURCH
    120 ROBERSON
    KALAMAZOO,MI49007     		NONE PC INSTITUTIONAL SUPPORT 30,000
    ON COMMON GROUND
    1020 PORTAGE ROAD
    THREE RIVERS,MI49093     		NONE PC INSTITUTIONAL SUPPORT 10,700
    PACHAMAMA ALLIANCE
    PRESIDIO BLDG 1009
    SAN FRANCISCO,CA94129     		NONE PC INSTITUTIONAL SUPPORT 20,000
    PORTAGE CHAPEL HILL UNITED METHODIST CHURCH
    7028 OAKLAND DRIVE
    PORTAGE,MI49024     		NONE PC INSTITUTIONAL SUPPORT 7,100
    SCHWAB CHARITABLE FUND
    211 MAIN STREET FLOOR 10
    SAN FRANCISCO,CA94105     		NONE PC INSTITUTIONAL SUPPORT 17,697
    SEARCH FOR COMMON GROUND
    1601 CONNECTICUT AVE NE STE 200
    WASHINGTON,DC20009     		NONE PC INSTITUTIONAL SUPPORT 10,000
    SOUTHERN DOCUMENTARY FUND
    762 NINTH ST 574
    DURHAM,NC27705     		NONE PC INSTITUTIONAL SUPPORT 10,000
    ST AUGUSTINE CATHEDRAL
    542 WEST MICHIGAN
    KALAMAZOO,MI49007     		NONE PC INSTITUTIONAL SUPPORT 6,880
    TEN MILE LAKE ASSOCIATION INC
    PO BOX 412
    HACKENSACK,MN56452     		NONE PC INSTITUTIONAL SUPPORT 7,000
    THE HOLDEN FOUNDATION
    228 COOPER ROAD
    SANTA BARBARA,CA93109     		NONE PC INSTITUTIONAL SUPPORT 5,000
    UKRAINIAN CATHOLIC EDUCATION FOUNDATION
    2247 WEST CHICAGO AVE
    CHICAGO,IL60622     		NONE PC INSTITUTIONAL SUPPORT 13,795
    UNION CONGREGATIONAL CHURCH
    401 LAKE AVE
    HACKENSACK,MN56452     		NONE PC INSTITUTIONAL SUPPORT 16,050
    UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGIO
    709 S WESTNEDGE AVE
    KALAMAZOO,MI49007     		NONE PC INSTITUTIONAL SUPPORT 27,515
    WEST CHESTER UNIVERSITY FOUNDATION
    PO BOX 541
    WEST CHESTER,PA19381     		NONE PC INSTITUTIONAL SUPPORT 25,000
    WESTERN MICHIGAN UNIVERSITY
    1903 WEST MICHIGAN AVE
    KALAMAZOO,MI49008     		NONE PC INSTITUTIONAL SUPPORT 46,723
    MISCELLANEOUS
    AVAILABLE UPON REQUEST
    KALAMAZOO,MI49009     		NONE PC VARIOUS 111,481
    A NETWORK FOR GRATEFUL LIVING INC
    PO BOX 6748
    ITHACA,NY14851     		NONE PC INSTITUTIONAL SUPPORT 10,000
    LAND EMPOWERMENT ANIMALS PEOPLE
    3378 REVERE AVE
    OAKLAND,CA94605     		NONE PC INSTITUTIONAL SUPPORT 10,000
    MIND & LIFE INSTITUTE
    4 BAY ROAD
    HADLEY,MA01035     		NONE PC INSTITUTIONAL SUPPORT 10,000
    THE FAITH & POLITICS INSTITUTE
    110 MARYLAND AVE NE STE 504
    WASHINGTON,DC20002     		NONE PC INSTITUTIONAL SUPPORT 10,000
    VIRIDIS GRADUATE INSTITUTE
    414 AVENIDA DE LA VEREDA
    OJAI,CA93023     		NONE PC INSTITUTIONAL SUPPORT 7,500
    YOUTH FOR ENVIRONMENTAL SANITY
    400 BRONCO RD
    SOQUEL,CA95073     		NONE PC INSTITUTIONAL SUPPORT 10,000
    Total .................................bullet 3a 1,062,774
    bApproved for future payment
    MISCELLANEOUS
    AVAILABLE UPON REQUEST
    KALAMAZOO,MI49009     		NONE PC VARIOUS 5,650
    UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGIO
    709 S WESTNEDGE AVE
    KALAMAZOO,MI49007     		NONE PC INSTITUTIONAL SUPPORT 6,044
    Total .................................bullet 3b 11,694
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    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 3,859,442  
    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 23,627,059  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aROYALTIES     15 2,195  
    bOTHER MISCELLANEOUS     01 2,092  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   27,490,788  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1327,490,788
    (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 (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    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
    2013
    Name of the organization
    John E Fetzer Institute Inc
     
    Employer identification number

    38-6052788
    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
    John E Fetzer Institute Inc
          		Employer identification number

    38-6052788
    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
     
     

    JOHN E FETZER MEMORIAL TRUST  
    PO BOX 117
     
    VICKSBURG, MI49097

    		$2,600,000


    (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
    John E Fetzer Institute Inc
          		Employer identification number

    38-6052788
    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
    John E Fetzer Institute Inc
          		Employer identification number

    38-6052788
    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:  

    TY 2013 AccountingFeesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT AND TAX SERVICES 25,752     25,752

    TY 2013 AllOthProgRltdInvestmentsSch
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount
    NONE  

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

    TY 2013 DepreciationSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2013 GeneralExplanationAttachment
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Identifier Return Reference Explanation
    Form 990-PF, Footnote #1 PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES GLOBAL GATHERING 2014 - THIS PROJECT INVOLVES PUTTING ON A CONFERENCE TO UNITE AND EXPLORE THE WORKSTREAMS IN ALL INSTITUTE PROGRAM AREAS. THE GATHERING BRINGS TOGETHER INSTITUTE ADVISORS AND PARTNERS TO PRESENT PROJECTS FUNDED AND WORK ACHIEVED SINCE 2010. THE GATHERING PROVIDES OPPORTUNITIES FOR ALL PARTICIPANTS TO EXPERIENCE THE POWER OF LOVE AND FORGIVENESS THROUGH STORIES AND PRESENTATIONS, LIFE EXAMPLES, DIALOGUES, AS WELL AS THE ARTS, MUSIC, AND OTHER EXPERIENTIAL OPPORTUNITIES. THE GATHERING IS PLANNED TO INCLUDE 550 PARTICIPANTS AND INCLUDES DOCUMENTATION OF THE PROCESS IN VIDEO AND EVALUATION.
    Form 990-PF, Footnote #2 PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES NEUROSCIENCE OF COMPASSION, LOVE AND FORGIVENESS - THE PURPOSE OF THIS PROJECT IS TO ESTABLISH A CENTER OF EXCELLENCE ON THE NEUROSCIENCE OF COMPASSION, LOVE & FORGIVENESS AT THE UNIVERSITY OF WISCONSIN-MADISON. THE CENTER WILL UTILIZE STATE OF THE ART FACILITIES AND SUPPORT INSTRUMENTATION TO DEVELOP A ROBUST FIELD OF THE NEUROSCIENCE OF COMPASSION, LOVE & FORGIVENESS.
    Form 990-PF, Footnote #3 PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES SCIENTIFIC RESEARCH ON COMPASSIONATE LOVE - THIS PROJECT INVOLVES A SERIES OF SCIENTIFIC STUDIES ON COMPASSIONATE LOVE. THE GOALS ARE TO ENCOURAGE A SCIENTIFIC COMMUNITY ASKING DIFFICULT BUT IMPORTANT QUESTIONS, FURTHERING OUR UNDERSTANDING OF THE FACTORS AND CONSEQUENCES OF LOVE IN HUMANS.
    FORM 990-PF, FOOTNOTE #4 PART IX-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES RWANDA HEALING CENTER - THIS PROJECT SUPPORTS THE WORK MASS DESIGN GROUP IS DOING AT BUTARO HOSPITAL IN RWANDA. BUTARO HOSPITAL DEMONSTRATES THE POTENTIAL FOR BUILDINGS TO FOSTER LOVE AND FORGIVENESS, AND ULTIMATELY HEAL COMMUNITIES. MASS'S PROCESS ENBEDS ARCHITECTS INTO HEALTH GROUPS, NGO'S, GOVERNMENT BODIES, AND COMMUNITIES TO SHOW HOW THEIR WORK CAN HAVE A DEEPER IMPACT ON THE LIVES OF THE COMMUNITY; FORGING A BRIDGE THROUGH THE PROCESS OF BUILDING THAT ACTIVATES FORGIVENESS AND HEALING.

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NORTHERN TRUST GOVT BONDS 55,583,875 55,583,875
    NORTHERN TRUST CORPORATE BONDS 1,991 1,991

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 228,478,989 228,478,989
    VENTURE CAPITAL/PARTNERSHIPS 145,137,010 145,137,010
    HEDGE FUNDS 41,613,700 41,613,700

    TY 2013 InvestmentsLandSchedule2
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 InvestmentsOtherSchedule2
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SHORT TERM INV - NORTHERN   18,635,742 18,635,742
    REAL ESTATE PARTNERSHIPS   29,205,501 29,205,501

    TY 2013 LandEtcSchedule2
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 LegalFeesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 55,420     57,931


    TY 2013 OtherAssetsSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INVESTMENT INCOME 179,479 315,145 315,145
    INVESTMENT IN JFI HOLDING CO 2,840,000 2,825,000 2,825,000


    TY 2013 OtherExpensesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 40,809     42,912
    TELEPHONE & COMPUTER SERVICES 642,152     638,847
    POSTAGE 16,836 448 448 15,392
    EQUIPMENT MAINTENANCE 240,289     248,275
    MEMBERSHIPS 96,009 10,238 10,238 86,491
    LIBRARY 39,834 2,878 2,878 35,979
    TRAINING/EMPLOYEE DEVELOPMENT 51,726     52,319
    CAFETERIA (NET) 122,231     123,377
    INSURANCE/PROPERTY TAXES 167,984     167,984
    PUBLIC RELATIONS 47,329     48,322
    CONTRACTED RESEARCH SERVICES 5,009,887     5,198,577
    MISCELLANEOUS 20,728     23,833


    TY 2013 OtherIncomeSchedule2
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 2,195   2,195
    OTHER MISCELLANEOUS 2,092   2,092


    TY 2013 OtherIncreasesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Amount
    UNREALIZED SECURITY GAINS 60,067,690


    TY 2013 OtherLiabilitiesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Description Beginning of Year - Book Value End of Year - Book Value
    POST RETIREMENT HEALTH BENEFIT 3,294,811 3,355,392
    DEFERRED EXCISE TAX 1,676,000 2,865,000


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    TY 2013 OtherNotesLoansRcvblLongSch
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    CALVERT FOUNDATION   1,030,000 1,000,000   2014-10 BALLOON PAYMENT 100 % NONE PROVIDE LOW INTEREST LOANS TO NON-PROFIT ORG.    

    TY 2013 OtherNotesLoansRcvblShortSch2
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Name of 501(c)(3) Organization Balance Due
    CALVERT FOUNDATION
          		1,000,000


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT & CUSTODIAL 1,153,518 1,065,852 1,065,852 50,819
    CONSULTANTS 1,016,061 2,772 2,772 1,153,519


    TY 2013 TaxesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN: 38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 492,154     492,154
    DEFERRED TAX EXPENSE 1,189,000