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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
SUZANNE UPJOHN DELANO PARISH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)211 South Rose Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KALAMAZOO, MI49007
A Employer identification number

38-2484268
B Telephone number (see instructions)

(269) 388-9800
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$21,903,240J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 2,000,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 129 129  
4 Dividends and interest from securities... 369,342 369,342  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -221,342
b Gross sales price for all assets on line 6a 6,344,876
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
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).......      
12 Total. Add lines 1 through 11........ 2,148,129 369,471  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,575 1,788   1,787
c Other professional fees (attach schedule).... Click to see attachment 129,840 64,920   64,920
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 69,577 3,714   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,034 0   1,257
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 205,026 70,422   67,964
25 Contributions, gifts, grants paid....... 1,017,000 1,017,000
26 Total expenses and disbursements. Add lines 24 and 25 1,222,026 70,422   1,084,964
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 926,103
b Net investment income (if negative, enter -0-) 299,049
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 4,758,498 1,139,877 1,139,877
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   1,299    
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 6,163    
10a Investments—U.S. and state government obligations (attach schedule) 1,097,674 Click to see attachment1,247,676 1,250,270
b Investments—corporate stock (attach schedule)....... 5,233,896 Click to see attachment9,286,067 9,053,241
c Investments—corporate bonds (attach schedule)....... 3,140,310 Click to see attachment3,694,279 3,680,731
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,317,547 Click to see attachment7,113,591 6,740,121
14 Land, buildings, and equipment: basis bullet39,000
Less: accumulated depreciation (attach schedule) bullet   39,000 39,000 39,000
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,594,387 22,520,490 21,903,240
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 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........ 22,173,197 24,173,197
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -578,810 -1,652,707
30 Total net assets or fund balances (see instructions)..... 21,594,387 22,520,490
31 Total liabilities and net assets/fund balances (see instructions). 21,594,387 22,520,490
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
21,594,387
2
Enter amount from Part I, line 27a .....................
2
926,103
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,520,490
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
22,520,490
Form 990-PF (2015)
Form 990-PF (2015)
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 275 Anheuser Busch Inbev AS ADR P 2015-04-28 2015-12-09
b 475 Anheuser Busch Inbev AS ADR P 2015-06-24 2015-12-09
c 1,300 Avago Technologies Ltd P 2014-10-10 2015-07-23
d 400 Cabot Oil & Gas Corp P 2015-01-09 2015-11-04
e 6,500 Denbury Res Inc Hldg Co P 2014-09-24 2015-08-06
2,500 Denbury Res Inc Hldg Co P 2014-10-28 2015-08-06
5,000 Denbury Res Inc Hldg Co P 2014-11-14 2015-08-06
18,000 Denbury Res Inc Hldg Co P 2014-12-23 2015-08-06
2,600 eBay Inc P 2014-10-06 2015-09-28
585 eBay Inc P 2014-10-28 2015-09-29
1,500 eBay Inc P 2014-11-05 2015-09-28
2,202 eBay Inc P 2015-02-02 2015-09-28
1,898 eBay Inc P 2015-02-02 2015-09-29
15,166.835 Fidelity Floating Rate High Income P 2014-09-23 2015-08-03
5,623.186 Fidelity Floating Rate High Income P 2014-10-28 2015-08-03
100,000 General Elec Cap Corp Mtn P 2014-09-24 2015-04-06
2,600 Iconix Brand Group Inc P 2014-09-24 2015-04-21
1,400 Iconix Brand Group Inc P 2014-11-05 2015-04-20
424 Iconix Brand Group Inc P 2014-11-13 2015-04-20
1,176 Iconix Brand Group Inc P 2014-11-13 2015-04-21
2,700 Iconix Brand Group Inc P 2014-12-02 2015-04-20
750 Iconix Brand Group Inc P 2015-01-02 2015-04-21
1,750 Ishares Tr S&P Midcap 400 P 2014-12-05 2015-10-13
4,500 Knowles Corp P 2014-12-02 2015-10-20
172 Markel Corp P 2014-10-03 2015-09-15
63 Markel Corp P 2014-10-03 2015-09-16
145 Markel Corp P 2015-06-01 2015-09-14
155 Markel Corp P 2015-06-01 2015-09-15
3,000 National Oilwell Varco Inc P 2014-12-16 2015-05-12
1,600 National Oilwell Varco Inc P 2015-01-02 2015-05-12
1,000 National Oilwell Varco Inc P 2015-01-15 2015-05-12
1,900 Norfolk Southern Corp P 2014-12-01 2015-11-23
100 Norfolk Southern Corp P 2014-12-15 2015-11-23
675 Omnicom Group Inc P 2015-01-06 2015-11-24
1,850 S&P 500 Index Ishares P 2014-11-26 2015-03-18
150 S&P 500 Index Ishares P 2014-11-26 2015-04-20
300 S&P 500 Index Ishares P 2014-12-04 2015-03-18
1,700 S&P 500 Index Ishares P 2014-12-04 2015-03-11
1,300 S&P 500 Index Ishares P 2014-12-09 2015-06-08
1,000 S&P 500 Index Ishares P 2014-12-19 2015-04-20
1,150 S&P 500 Index Ishares P 2015-01-09 2015-06-01
50 S&P 500 Index Ishares P 2015-01-09 2015-04-20
1,350 S&P 500 Index Ishares P 2015-01-13 2015-06-01
150 S&P 500 Index Ishares P 2015-01-13 2015-06-08
2,000 Scripps Networks Interactive P 2014-12-02 2015-12-02
2,400 Target Corp P 2014-10-03 2015-01-20
240 Target Corp P 2014-10-29 2015-01-20
1,300 Target Corp P 2014-11-05 2015-01-20
3,100 BankUnited Inc P 2014-09-24 2015-12-08
400 BankUnited Inc P 2014-11-13 2015-12-08
1,759 Cabot Oil & Gas Corp P 2014-09-24 2015-11-04
1,341 Cabot Oil & Gas Corp P 2014-09-24 2015-11-03
950 Express Scripts Holding Co P 2014-09-30 2015-12-08
250 Express Scripts Holding Co P 2014-10-29 2015-12-08
1,520 Knowles Corp P 2014-11-11 2015-11-18
1,535 Knowles Corp P 2014-11-11 2015-11-17
3,195 Knowles Corp P 2014-11-11 2015-11-16
2,100 Omnicom Group Inc P 2014-09-30 2015-11-24
275 Omnicom Group Inc P 2014-10-29 2015-11-24
1,050 Omnicom Group Inc P 2014-11-05 2015-11-24
900 Omnicom Group Inc P 2014-11-13 2015-11-24
1,200 S&P 500 Index Ishares P 2014-10-03 2015-10-26
1,250 S&P 500 Index Ishares P 2014-10-03 2015-10-30
1,900 Scripps Networks Interactive P 2014-09-24 2015-12-02
250 Scripps Networks Interactive P 2014-10-28 2015-12-02
50 Scripps Networks Interactive P 2014-11-05 2015-12-02
100,000 United States P 2014-09-24 2015-12-01
100,000 United States Treas Nts P 2014-09-24 2015-06-01
Capital Gains 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 34,809   34,206 603
b 60,125   60,063 62
c 172,132   95,087 77,045
d 8,908   11,612 -2,704
e 21,682   97,905 -76,223
8,339   30,700 -22,361
16,679   55,095 -38,416
60,044   148,271 -88,227
63,409   56,689 6,720
14,020   12,108 1,912
36,582   32,412 4,170
53,702   46,850 6,852
45,487   40,382 5,105
145,905   150,000 -4,095
54,095   55,163 -1,068
101,054   101,877 -823
67,567   98,998 -31,431
36,191   55,813 -19,622
10,961   16,205 -5,244
30,561   44,945 -14,384
69,797   107,955 -38,158
19,491   25,384 -5,893
250,281   252,863 -2,582
94,634   92,311 2,323
139,755   110,442 29,313
51,122   40,452 10,670
118,171   112,232 5,939
125,942   119,972 5,970
154,518   190,598 -36,080
82,410   104,397 -21,987
51,506   57,382 -5,876
181,515   203,641 -22,126
9,553   10,268 -715
49,072   49,610 -538
385,523   386,108 -585
31,660   31,306 354
62,517   62,690 -173
350,732   355,241 -4,509
273,108   267,929 5,179
211,064   208,680 2,384
244,960   237,682 7,278
10,553   10,334 219
287,561   278,580 8,981
31,512   30,953 559
113,980   156,990 -43,010
176,447   152,018 24,429
17,645   14,532 3,113
95,575   79,458 16,117
115,174   97,575 17,599
14,861   12,285 2,576
39,173   54,506 -15,333
29,778   41,554 -11,776
81,828   67,022 14,806
21,534   18,557 2,977
23,476   29,331 -5,855
24,129   29,620 -5,491
50,943   61,653 -10,710
152,667   145,067 7,600
19,992   19,239 753
76,334   75,628 706
65,429   66,306 -877
249,991   236,553 13,438
262,088   246,410 15,678
108,281   148,330 -40,049
14,248   19,145 -4,897
2,850   3,716 -866
99,703   98,758 945
100,586   100,574 12
58,955     58,955
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       603
b       62
c       77,045
d       -2,704
e       -76,223
      -22,361
      -38,416
      -88,227
      6,720
      1,912
      4,170
      6,852
      5,105
      -4,095
      -1,068
      -823
      -31,431
      -19,622
      -5,244
      -14,384
      -38,158
      -5,893
      -2,582
      2,323
      29,313
      10,670
      5,939
      5,970
      -36,080
      -21,987
      -5,876
      -22,126
      -715
      -538
      -585
      354
      -173
      -4,509
      5,179
      2,384
      7,278
      219
      8,981
      559
      -43,010
      24,429
      3,113
      16,117
      17,599
      2,576
      -15,333
      -11,776
      14,806
      2,977
      -5,855
      -5,491
      -10,710
      7,600
      753
      706
      -877
      13,438
      15,678
      -40,049
      -4,897
      -866
      945
      12
      58,955
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 -221,342
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))
2014 389,596 8,647,181 0.045055
2013 838,861 3,575,844 0.234591
2012 37,735,508 3,510,422 10.749565
2011 3,775,460 4,029,389 0.936981
2010 1,807,861 5,535,318 0.326605
2
Total of line 1, column (d) .....................
212.292797
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
2.458559
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
21,890,633
5
Multiply line 4 by line 3......................
5
53,819,413
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,990
7
Add lines 5 and 6........................
7
53,822,403
8
Enter qualifying distributions from Part XII, line 4.............
8
1,084,964
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 5,981
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 5,981
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 5,981
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 13,300
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,300
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
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 7,319
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet7,319 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletRON N KILGORE CO GREENLEAF TRUST Telephone no.bullet (269) 388-9800

    Located atbullet211 South Rose StreetKALAMAZOOMI ZIP+4bullet49007
    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 2015, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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
    P William Parish president
    1.00     		0 0 0
    211 SOUTH ROSE STREET
    kALAMAZOO,MI49007
    PRESTON L PARISH Vice President
    1.00     		0 0 0
    211 SOUTH ROSE STREET
    KALAMAZOO,MI49007
    RONALD N KILGORE Secretary/TREASurer
    1.00     		0 0 0
    211 SOUTH ROSE STREET
    KALAMAZOO,MI49007
    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
    GREENLEAF TRUST INVESMENT MANAGEMENT 129,840
    211 South Rose Street
    KALAMAZOO,MI49007
    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  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    20,742,746
    b
    Average of monthly cash balances.......................
    1b
    1,442,247
    c
    Fair market value of all other assets (see instructions)................
    1c
    39,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,223,993
    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
    22,223,993
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    333,360
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,890,633
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,094,532
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,094,532
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    5,981
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,981
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,088,551
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,088,551
    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
    1,088,551
    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
    1,084,964
    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
     
    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
    1,084,964
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,084,964
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 1,088,551
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 1,532,825
    b From 2011...... 3,618,213
    c From 2012...... 37,560,405
    d From 2013...... 660,643
    e From 2014...... 10,400
    fTotal of lines 3a through e........ 43,382,486
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,084,964
    a Applied to 2014, 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 2015 distributable amount..... 1,084,964
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 3,587 3,587
    (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 43,378,899
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		1,529,238
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		41,849,661
    10 Analysis of line 9:
    a Excess from 2011.... 3,618,213
    b Excess from 2012.... 37,560,405
    c Excess from 2013.... 660,643
    d Excess from 2014.... 10,400
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address 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 (2015)
    Form 990-PF (2015)
    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
    BARN THEATER SCHOOL FOR ADVANCED THEATER TRAINING
    PO BOX 277
    AUGUSTA,MI49012     		  PC THE BACKSTAGE XPERIENCE 5,000
    BOYS & GIRLS CLUB OF GREATER KALAMAZOO
    915 LAKE STREET
    KALAMAZOO,MI49001     		  PC AFTERSCHOOL PROGRAMMING - DISADVANTAGED YOUTH AT THE DOUGLAS UNIT 35,000
    CONSTANCE BROWN HEARING AND SPEECH CENTER
    1634 GULL RD
    KALAMAZOO,MI49048     		  PC PATIENT ASSISTANCE OF LOW INCOME FAMILIES 15,000
    ECOFLIGHT
    307 ASPEN AIRPORT BUSINESS CTR
    ASPEN,CO81611     		  PC GENERAL SUPPORT 12,000
    FRIENDS OF THE BLUE STAR TRAIL
    7205 POINT BETSIE
    SOUTH HAVEN,MI49090     		  PC BLUE STAR TRAIL PHASE III CONSTRUCTION 20,000
    IRVING S GILMORE INTL KEYBOARD FESTIVAL
    359 S KALAMAZOO MALL STE 101
    KALAMAZOO,MI49007     		  PC 2015 GILMORE PIANO CAMP 5,000
    KALAMAZOO CIVIC THEATRE
    329 S PARK STREET
    KALAMAZOO,MI49007     		  PC OPERATIONAL SUPPORT & CHALLENGE GRANT 165,000
    KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION
    6767 W O Ave
    KALAMAZOO,MI49009     		  PC HEALTHY LIVING CAMPUS 200,000
    UNITED WAY OF KALAMAZOO AND BATTLE CREEK REGION
    709 South Westnedge Avenue
    KALAMAZOO,MI49007     		  PC ANNUAL CAMPAIGN 40,000
    KALAMAZOO NATURE CENTER
    7000 N WESTNEDGE AVE
    KALAMAZOO,MI49009     		  PC URBAN NATURE PARK 25,000
    LAKESIDE FOR CHILDREN FOUNDATION
    3921 DAKLAND DR
    KALAMAZOO,MI49008     		  PC CAPITAL CAMPAIGN FOR MULTIPURPOSE EDUCATIONAL AND RECREATION CENTER 100,000
    FAMILY AND CHILDREN SERVICES
    1608 LAKE STREET
    KALAMAZOO,MI49001     		  pc MAKING ROOM FOR HOPE CAMPAIGN 70,000
    SHERMAN LAKE YMCA
    6225 N 39TH ST
    AUGUSTA,MI49012     		  PC INTEGRATED EDUCATION PROGRAM 25,000
    RESIDENTIAL OPPORTUNITIES INC
    1100 S ROSE ST
    KALAMAZOO,MI49001     		  PC LAWRENCE AUTISM CENTER RENOVATIONS 25,000
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION
    353 E MICHIGAN AVE
    KALAMAZOO,MI49007     		  PC LITTLE SEEDS DROP-IN TRAUMA PROGRAM - THE DOMESTIC VIOLENCE SHELTER 25,000
    kALAMAZOO CIVIC THEATRE
    329 S PARK STREET
    kALAMAZOO,MI49007     		  pc ADVANCEMENT CAMPAIGN - CAPITAL PROJECTS 250,000
    Total .................................bullet 3a 1,017,000
    bApproved for future payment
    FAMILY AND CHILDREN SERVICES
    1608 LAKE STREET
    KALAMAZOO,MI49001     		  PC MAKING ROOM FOR HOPE CAMPAIGN 140,000
    SHERMAN LAKE YMCA
    6225 N 39TH ST
    AUGUSTA,MI49012     		  PC INTEGRATED EDUCATION PROGRAM 50,000
    KALAMAZOO CIVIC THEATRE
    329 S PARK STREET
    KALAMAZOO,MI49007     		  PC ADVANCEMENT CAMPAIGN - CAPITAL PROJECTS 250,000
    Total .................................bullet 3b 440,000
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 ...........     		    14 129  
    4 Dividends and interest from securities....     14 369,342  
    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 -221,342  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 148,129 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13148,129
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    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
    2015
    Name of the organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
     
    Employer identification number

    38-2484268
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
          		Employer identification number
    38-2484268
    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
    SUZANNE U D PARISH IRREVOCABLE TRUST
     

       
    211 S ROSE ST
     
    KALAMAZOO, MI49007

    		$ 2,000,000


    (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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
          		Employer identification number

    38-2484268
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
          		Employer identification number

    38-2484268
    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) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PLANTE & MORAN, PLLC 3,575 1,788   1,787

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100000 FV PEPSICO INC 2.5% 102,559 100,609
    100000 FV KROGER CO 1.2% 100,154 99,801
    100000 FV COCA COLA CO 0.75% 100,253 99,891
    100000 FV HERSHEY COMPANY 1.5% 101,435 100,469
    100000 FV CVS HEALTH CORP 1.2% 100,459 100,018
    100000 FV AT&T 1.6% 101,116 100,279
    100000 FV DOMINION RESOURCES INC 1.4% 99,513 98,973
    100000 FV ECOLAB INC 1.45% 99,697 99,052
    100000 FV ANHEUSER BUSCH INBEV 1.25% 99,180 99,064
    100000 FV APPLE INC 1% 98,121 99,188
    100000 FV VERIZON COMMUNICATIONS INC 3.65% 105,881 104,569
    100000 FV BROADCOM CORP 2.7% 103,671 100,392
    100000 FV WAL-MART STORES INC 1.95% 100,613 101,483
    100000 FV CISCO SYS INC 2.125% 100,733 100,858
    100000 FV WELLS FARGO CO MTN 2.125% 99,439 100,121
    100000 FV PFIZER INC 2.1% 100,948 100,888
    100000 FV Disney Walt Co Mtns Be 1.850% 101,036 100,155
    100000 FV HOME DEPOT 2% 100,143 100,701
    100000 FV ORACLE CORP 2.25% 101,460 101,044
    100000 FV COSTCO WHSL CORP NEW 1.7% 98,740 99,156
    100000 FV IBM CORP 1.625% 96,844 97,515
    50000 FV Qualcomm Inc 2.250% 49,694 49,514
    100000 FV BURLINGTON NORTH SANTA FE 3.6% 104,743 104,227
    100000 FV BERKSHIRE HATHAWAY FIN CORP 2.9% 102,556 103,637
    100000 FV PPG INDS INC 3.6% 105,595 102,697
    100000 FV TEXAS INSTRS INC 2.75% 100,754 100,653
    100000 FV TJX Cos Inc 2.75% 101,071 101,487
    100000 FV JP MORGAN CHASE & CO 4.35% 107,179 106,423
    100000 FV AMPHENOL CORP NEWS 3125% 100,493 98,877
    100000 FV DRPEPPER SNAPPLE GROUP INC 101,324 100,444
    100000 FV UnitedHealth Group Inc 2.875% 99,713 101,387
    100000 FV OMNICOM GROUP INC 3.625% 101,333 100,944
    100000 FV Amgen Inc 3.625% 101,675 102,722
    100000 FV Cardinal Health Inc 3.2% 98,781 98,777
    100000 FV 21st Centy Fox Amer Inc 3.0% 99,318 98,542
    100000 FV Agilent Technologies Inc 3.875% 103,876 100,071
    100000 FV STARBUCK CORP 3.85% 104,179 106,103

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3375 shs Ace Limited 358,740 394,369
    5500 SHS AFLAC INC 324,451 329,450
    4,300 shs Ambarella Inc 260,117 239,682
    3,525 shs Anheuser Busch Inbev AS ADR 434,576 440,625
    8450 SHS BANK UNITED INC 249,687 304,707
    4300 SHS BROADRIDGE FINANCIAL SOLUTIONS 196,223 231,039
    7600 SHS CABOT OIL & GAS CORP 220,630 134,444
    4,400 shs Celgene Corporation 530,026 526,944
    4,500 shs Check Point Software Technologies 356,635 366,210
    3100 SHS CINEMARK HOLDINGS INC 300,219 304,213
    4975 SHS DOVER CORPORATION 357,773 305,017
    3450 SHS EXPRESS SCRIPTS HOLDING CO 284,554 301,564
    2,800 shs Gilead Sciences Inc 282,581 283,332
    7350 SHS IAC/INTERACTIVECORP 512,260 471,392
    9,600 shs ITC Holdings Corp 316,341 376,800
    17150 SHS KNOWLES CORP 310,493 228,610
    650 shs LinkedIn Corp 121,980 146,302
    1,500 shs Mead Johnson Nutrition Co 120,021 118,425
    4,800 shs Merck & Co Inc New 263,266 253,536
    7900 SHS NETAPP INC 407,439 273,259
    3000 SHS NORFOLK SOUTHERN CORP 148,690 126,885
    4325 SHS OMNICOM GROUP INC 147,545 153,212
    8,785 shs Paypal Hldgs Inc 277,630 318,017
    3,200 shs Pepsico Inc 298,197 319,744
    2,000 shs Polaris Industries Inc 210,957 171,900
    3,000 shs Procter & Gamble Co 235,121 238,230
    4,500 SHS SCRIPPS NETWORKS INTERACTIVE INC 311,224 248,445
    1,000 shs Sherwin-Williams Company 244,200 259,600
    3,000 shs Stryker Corp 291,785 278,820
    4,600 shs US Bancorp 202,917 196,282
    5,000 shs Verizon Communications 232,038 231,100
    8,850 shs Wells Fargo & Co 477,751 481,086

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    US Government Securities - End of Year Book Value:

    1,247,676
    US Government Securities - End of Year Fair Market Value:

    1,250,270
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2015 InvestmentsOtherSchedule2
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    3,750 ISHARES TR S&P MIDCAP 400 AT COST 538,265 522,450
    15,500 S&P 500 INDEX ISHARES AT COST 3,109,354 3,185,729
    33954.629 SHS AMERICAN BEACON INTERNATIONAL EQUITY FUND AT COST 665,535 598,960
    47028.876 SHS DELAWARE EMERGING MARKET AT COST 750,000 585,980
    13,881.412 SHS FIDELITY DIVERSIFIED INTERNATIONAL FUND AT COST 497,252 486,682
    25,340.151 SHS MATTHEWS PACIFIC TIGER FUND CL AT COST 708,348 596,000
    30,413.243 SHS FIDELITY FLOATING RATE HIGH INCOME AT COST 294,837 277,673
    42,207.044 SHS TEMPLETON GLOBAL BOND FUND ADVISOR CL AT COST 550,000 486,647

    TY 2015 OtherExpensesSchedule
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MICHIGAN ANNUAL REPORT 20 0   20
    INSURANCE 317 0   317
    LANDSCAPE COMPANY 920 0   920
    PENALTIES & INTEREST 777 0   0


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GREENLEAF TRUST CUSTODIAL SERVICES 129,840 64,920   64,920


    TY 2015 TaxesSchedule
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 65,863 0   0
    foreign tax 3,714 3,714   0