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
THE MEIJER FOUNDATION
 
% MICHAEL R JULIEN
Number and street (or P.O. box number if mail is not delivered to street address)80 OTTAWA AVE NW SUITE 101
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRAND RAPIDS, MI49503
A Employer identification number

38-6575227
B Telephone number (see instructions)

(616) 888-3350
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$148,197,089J 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) 7,300,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 328,355 160,047  
4 Dividends and interest from securities... 3,445,718 1,981,894  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,312,087
b Gross sales price for all assets on line 6a 51,793,000
7 Capital gain net income (from Part IV, line 2)... 7,248,828
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)....... Click to see attachment 2,442,385 483,223  
12 Total. Add lines 1 through 11........ 19,828,545 9,873,992  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 22,687 11,343 0 11,343
b Accounting fees (attach schedule)....... Click to see attachment 32,253 32,531 0 0
c Other professional fees (attach schedule).... Click to see attachment 927,611 780,230   31,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 172,781 47,426    
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 115,193 321    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,270,525 871,851 0 42,343
25 Contributions, gifts, grants paid....... 17,563,907 17,563,907
26 Total expenses and disbursements. Add lines 24 and 25 18,834,432 871,851 0 17,606,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 994,113
b Net investment income (if negative, enter -0-) 9,002,141
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............. 1,893 0 0
2 Savings and temporary cash investments......... 9,585,989 13,439,282 13,439,282
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 100,174 25,000 25,197
b Investments—corporate stock (attach schedule)....... 86,375,627 73,009,110 81,925,581
c Investments—corporate bonds (attach schedule)....... 19,079,558 21,103,855 20,317,786
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,695,332 Click to see attachment7,918,873 7,911,848
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment18,459,182 Click to see attachment21,545,209 Click to see attachment24,577,395
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 136,297,755 137,041,329 148,197,089
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 136,297,755 137,041,329
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 136,297,755 137,041,329
31 Total liabilities and net assets/fund balances (see instructions). 136,297,755 137,041,329
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
136,297,755
2
Enter amount from Part I, line 27a .....................
2
994,113
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
137,291,868
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
250,539
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
137,041,329
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 K-1'S SHORT-TERM GAIN/(LOSS)      
b K-1'S LONG-TERM GAIN/(LOSS)      
c LEGACY TRUST #2800      
d FIFTH THIRD #8067      
e CAPITAL GAIN DISTRIBUTIONS      
UNRECPATURED 1250 GAIN      
(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       -50,097
b       38,502
c 22,619,588   19,242,157 3,394,507
d 29,173,412   26,731,934 2,235,400
e       1,629,104
      1,412
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        
b        
c       3,377,431
d       2,441,478
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 7,248,828
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 24,175,075 163,827,104 0.147565
2013 15,677,522 146,441,706 0.107056
2012 8,177,747 93,902,389 0.087088
2011 18,767,888 78,915,479 0.237823
2010 12,095,018 81,176,287 0.148997
2
Total of line 1, column (d) .....................
20.728529
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
0.145706
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
157,676,389
5
Multiply line 4 by line 3......................
5
22,974,396
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
90,021
7
Add lines 5 and 6........................
7
23,064,417
8
Enter qualifying distributions from Part XII, line 4.............
8
17,606,250
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 1 180,043
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........................... 3 180,043
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- ..... 5 180,043
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 206,016
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.............. 7 206,016
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 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 25,973
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet25,973 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 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 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 ofbulletMICHAEL R JULIEN Telephone no.bullet (616) 888-3350

    Located atbullet80 OTTAWA AVE NW SUITE 101GRAND RAPIDSMI ZIP+4bullet49503
    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
    HENDRIK G MEIJER TRUSTEE
    1.0     		0 0 0
    C/O MEIJER CORPORATE HEADQUARTERS
    GRAND RAPIDS,MI49544
    DOUGLAS F MEIJER TRUSTEE
    1.0     		0 0 0
    C/O MEIJER CORPORATE HEADQUARTERS
    GRAND RAPIDS,MI49544
    MARK D MEIJER TRUSTEE
    1.0     		0 0 0
    C/O MEIJER CORPORATE HEADQUARTERS
    GRAND RAPIDS,MI49544
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
    LEGACY TRUST INVESTMENT FEES 236,878
    99 MONROE AVE NW SUITE 600
    GRAND RAPIDS,MI49503
    APEX CAPITAL MANAGEMENT INVESTMENT MGMT 91,865
    99 HARBOR ROAD
    SOUTHPORT,CT06890
    KALMAR INVESTMENTS INC INVESTMENT MGMT 65,349
    3701 KENNET PIKE
    WILMINGTON,DE19807
    ASSET STRATEGY CONSULTANTS INVESTMENT MGmT 64,312
    6 NORTH PARK DRIVE SUITE 208
    HUNT VALLEY,MD21030
    BAIRD INVESTEMENT MANAGEMENT CONSULTING 54,244
    333 BRIDGE ST NW SUITE 1000
    GRAND RAPIDS,MI49504
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    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.........................bullet  
    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
    152,140,477
    b
    Average of monthly cash balances.......................
    1b
    7,937,075
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    160,077,552
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    160,077,552
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,401,163
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    157,676,389
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,883,819
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    7,883,819
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    180,043
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    180,043
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,703,776
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    7,703,776
    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
    7,703,776
    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
    17,606,250
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    17,606,250
    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
    17,606,250
    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 7,703,776
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:2013, 2012, 2011 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 8,124,054
    b From 2011...... 14,831,316
    c From 2012...... 3,502,006
    d From 2013...... 8,514,816
    e From 2014...... 16,152,436
    fTotal of lines 3a through e........ 51,124,628
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 17,606,250
    a Applied to 2014, but not more than line 2a 0
    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 2015 distributable amount..... 7,703,776
    e Remaining amount distributed out of corpus 9,902,474
    5 Excess distributions carryover applied to 2015.    
    (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 61,027,102
    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......     		 
    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) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		8,124,054
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		52,903,048
    10 Analysis of line 9:
    a Excess from 2011.... 14,831,316
    b Excess from 2012.... 3,502,006
    c Excess from 2013.... 8,514,816
    d Excess from 2014.... 16,152,436
    e Excess from 2015.... 9,902,474
    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
    Alano Club Of Kent County
    1020 College Ave NE
    Grand Rapids,MI49503     		None PC Capital Campaign 75,000
    American Heart Association Inc
    7272 Greenville Ave
    Dallas,TX75231     		None PC Program Support 55,000
    Aquinas College Inc
    1607 Robinson RD SE
    Grand Rapids,MI49506     		None PC General Support 50,000
    Aquinas College Inc
    1607 Robinson RD SE
    Grand Rapids,MI49506     		None PC Program Support 25,000
    Bay Area Community Foundation
    1000 Adam St 200
    Bay City,MI48708     		None PC Program Support 38,000
    Bethany Christian Services Inc
    901 Eastern Ave NE
    Grand Rapids,MI49501     		None PC Program Support 20,000
    Black River Public School
    491 Columbia Ave
    Holland,MI49423     		None PC Capital Campaign 50,000
    Blandford Nature Center
    1715 Hilburn Ave NW
    Grand Rapids,MI49504     		None PC Program Support 333,333
    Blessings In A Backpack Inc
    4121 Shelbyville RD
    Louisville,KY40207     		None PC Program Support 295,000
    Cascade Community Foundation
    6757 Cascade Rd SE
    Grand Rapids,MI49546     		None PC Program Support 50,000
    Children's Healing Center
    1530 Fulton St E
    Grand Rapids,MI49503     		None PC General Support 150,000
    Contemporary Learning Systems
    PO Box 309
    Walloon Lake,MI49796     		None PC Program Support 5,000
    Dwelling Place Of Grand Rapids Inc
    101 Sheldon Blvd SE 2
    Grand Rapids,MI49503     		None PC Program Support 50,000
    East Grand Rapids Community Foundation
    750 Lakeside Dr SE
    Grand Rapids,MI49506     		None PC Project Support 12,500
    Family Promise Of Grand Rapids
    516 Cherry St SE
    Grand Rapids,MI49503     		None PC Capital Campaign 100,000
    Ferris State University
    1201 S State St
    Big Rapids TWP,MI49307     		None PC Project Support 300,000
    First Steps Kent
    118 Commerce Ave SW 300
    Grand Rapids,MI49503     		None PC Program Support 50,000
    Frederik Meijer Gardens Foundation
    1000 E Beltline AVE NE
    Grand Rapids,MI49525     		None PC Project Support 1,250,000
    Free Wheelchair Mission
    15279 Alton Pkwy 33
    Irvine,CA92618     		None PC Program Support 39,534
    Geek Group Inc
    902 Leonard St NW
    Grand Rapids,MI49504     		None PC Capital Campaign 25,000
    Gerald R Ford Foundation
    303 Pearl St SW
    Grand Rapids,MI49504     		None PC Project Support 713,614
    Girl Scouts Of Michigan Shore To Shore
    3275 Walker Ave SE
    Grand Rapids,MI49544     		None PC Program Support 40,450
    Grand Action Foundation
    120 Lyon ST SW
    Grand Rapids,MI49503     		None PC Project Support 200,000
    Grand Action Foundation
    120 Lyon ST SW
    Grand Rapids,MI49503     		None PC Capital Campaign 200,000
    Grand Rapids Art Museum
    101 Monroe Center NW
    Grand Rapids,MI49503     		None PC Operating Support 25,000
    Grand Rapids Community College Foundation
    143 Bostwick Avenue NE
    Grand Rapids,MI49503     		None PC Project Support 500,000
    Grand Rapids Community Foundation
    185 Oakes ST SW
    Grand Rapids,MI49503     		None PC Program Support 1,020,000
    Grand Rapids Symphony
    300 Ottawa AVE NW
    Grand Rapids,MI49503     		None PC Capital Campaign 266,667
    Grand Valley State University
    1 Campus Dr
    Allendale,MI49401     		None PC Project Support 687,500
    Heartside Ministry Inc
    54 Division Ave S
    Grand Rapids,MI49503     		None PC Capital Campaign 100,000
    Helen DeVos Children's Hospital Foundation
    100 Michigan St NW
    Grand Rapids,MI49503     		None PC Operating Support 610,000
    Himalayan Healthcare Inc
    PO Box 737 Planetarium Station
    New York,NY10024     		None PC Project Support 15,366
    Hope College
    141 E 12th St
    Holland,MI49423     		None PC Operating Support 2,000,000
    Indian Trails Camp Inc
    O-1859 Lake Michigan Dr NW
    Grand Rapids,MI49534     		None PC Project Support 500,000
    Inner City Christian Federation
    920 Cherry St SE
    PO BOX 1873
    Grand Rapids,MI49506     		None PC Program Support 30,000
    International Association Of Peer Supporters
    PO Box 67
    Trufant,MI49347     		None PC Program Support 100,000
    Junior Achievement Of The Michigan Great Lakes Fou
    3351 Claystone ST SE Ste 201
    Grand Rapids,MI49506     		None PC Project Support 41,667
    Kent County Habitat For Humanity
    425 Pleasant St SW
    Grand Rapids,MI49503     		None PC Capital Campaign 33,333
    Mary Free Bed Rehabilitation Hospital Foundation
    235 Wealthy ST SE
    Grand Rapids,MI49503     		None PC Capital Campaign PROJECT 250,000
    Mason County Historical Society Inc
    427 W Railroad Ave
    Shelton,WA98584     		None PC Program Support 10,000
    Mental Health Foundation Of West Michigan
    107 Oakes SE
    Grand Rapids,MI49503     		None PC Program Support CONSTRUCTION 50,000
    Muskegon Museum Of Art Foundation
    296 W Webster Ave
    Muskegon,MI49440     		None 501c(3) Capital Campaign 20,000
    National Constitution Center
    525 Arch St
    Philadelphia,PA19106     		None PC Operating Support 150,000
    Nature Conservancy
    101 E Grand River Ave
    Lansing,MI48906     		None PC Project Support 300,000
    Navy League Of The United States
    2300 Wilson Blvd Ste 200
    Arlington,VA22201     		None PC Project Support 250,000
    Outdoor Discovery Center Macatawa Greenway
    4214 56th St
    Holland,MI49423     		None PC Program Support 100,000
    Regents Of The University Of Michigan
    500 S State St
    Ann Arbor,MI48109     		None PC Capital Campaign 1,700,000
    Saint Mary's Health Care
    200 Jefferson Ave SE
    Grand Rapids,MI49503     		None PC Project Support 85,000
    Salvation Army
    1235 E Fulton
    Grand Rapids,MI49503     		None PC Project Support 30,000
    Sparta Area Recreation Association
    182 N State St
    PO Box 1873
    Sparta,MI49345     		None PC Project Support 25,000
    Spectrum Health Foundation
    100 Michigan St NE
    Grand Rapids,MI49503     		None PC Project Support 1,000,000
    St Cecilia Music Society
    24 Ransom Ave NE
    Grand Rapids,MI49503     		None PC Program Support 250,000
    Traverse Area Recreation & Transportation Trails I
    PO Box 252
    Traverse City,MI49685     		None PC Program Support 10,000
    University of Michigan - LSA
    500 S State St
    Ann Arbor,MI48109     		None PC Program Support 25,000
    Van Andel Institute
    333 Bostwick Ave NE
    Grand Rapids,MI49503     		None PC Operating Support 20,000
    Van Andel Research Institute
    333 Bostwick Ave NE
    Grand Rapids,MI49503     		None PC Program Support 112,500
    Variety Club Charity For Children Inc
    4601 Wilshire Blvd Ste 260
    Los Angeles,CA90010     		None PC Program Support 33,750
    Village of Pewamo
    130 E Main St
    Pewamo,MI48873     		None GOV Operating Support 1,000
    Wayne State University Press
    4809 Woodward Ave
    PO Box 385
    Detroit,MI48201     		None PC Program Support 100,000
    Wedgwood Christian Services
    3300 36th St SE
    Grand Rapids,MI49512     		None PC Capital Campaign 20,000
    West Michigan Horticultural Society Inc
    1000 E Beltline AVE NE
    Grand Rapids,MI49525     		None PC Project Support 2,248,453
    West Michigan Refugee Education & Cultural Center
    2130 Enterprise St SE
    Kentwood,MI49508     		None PC Operating Support 30,000
    West Michigan Trails & Greenways
    PO Box 325
    Comstock Park,MI49321     		None PC Project Support 125,000
    West Michigan Trails & Greenways
    PO Box 325
    Comstock Park,MI49321     		None PC Operating Support 15,000
    Westminster Presbyterian Church
    47 Jefferson Ave SE
    Grand Rapids,MI49503     		None PC Project Support 55,000
    Whites Bridge Historical Society
    PO Box 55
    Lowell,MI49331     		None PC Project Support 200,000
    Women For Human Rights Single Women Group Internat
    5 Lanaray Park
    Fairport,NY14450     		None PC Program Support 16,240
    Young Mens Christian Association Of Greater Grand
    475 Lake Michigan Dr NW
    Grand Rapids,MI49504     		None PC Capital Campaign 250,000
    Ywca West Central Michigan
    25 Sheldon Blvd SE
    Grand Rapids,MI49503     		None PC Capital Campaign 25,000
    Total .................................bullet 3a 17,563,907
    bApproved for future payment
    Ada Christian School Education Foundation
    6206 Ada Dr SE
    Ada,MI49401     		None PC Capital Campaign 100,000
    Bethany Christian Services Inc
    901 Eastern Ave NE
    Grand Rapids,MI49501     		None PC Program Support 80,000
    Black River Public School
    491 Columbia Ave
    Holland,MI49423     		None PC Capital Campaign 100,000
    Blandford Nature Center
    1715 Hilburn Ave NW
    Grand Rapids,MI49504     		None PC Program Support 666,667
    Central Michigan University
    1200 S Franklin St
    Mt Pleasant,MI48859     		None PC Program Support 25,000
    Family Promise Of Grand Rapids
    516 Cherry St SE
    Grand Rapids,MI49503     		None PC Capital Campaign 100,000
    Ferris State University
    1201 S State St
    Big Rapids TWP,MI49307     		None PC Project Support 600,000
    First Steps Kent
    118 Commerce Ave SW 300
    Grand Rapids,MI49503     		None PC Capital Campaign 50,000
    Gerald R Ford Foundation
    303 Pearl St SW
    Grand Rapids,MI49504     		None PC Project Support 600,000
    Grand Action Foundation
    120 Lyon ST SW
    Grand Rapids,MI49503     		None PC Project Support 200,000
    Grand Rapids Community College Foundation
    143 Bostwick Avenue NE
    Grand Rapids,MI49503     		None PC Project Support 1,500,000
    Grand Rapids Community Foundation
    185 Oakes ST SW
    Grand Rapids,MI49503     		None PC Program Support 1,080,000
    Grand Rapids Symphony
    300 Ottawa AVE NW
    Grand Rapids,MI49503     		None PC Capital Campaign 533,333
    Grand Valley State University
    1 Campus Dr
    Allendale,MI49401     		None 501c(3) Project Support 712,500
    Great Lakes Center for the Arts
    800 Bay Harbor Drive
    Bay Harbor,MI49770     		None PC Capital Campaign 300,000
    Harbor Hall Foundation
    396 E Main St
    Harbor Springs,MI49740     		None PC Project Support 15,000
    Helen DeVos Children's Hospital Foundation
    100 Michigan St NW
    PO BOX 1873
    Grand Rapids,MI49503     		None PC Project Support 610,000
    International Association Of Peer Supporters
    PO Box 67
    Trufant,MI49347     		None PC Program Support 12,500
    Junior Achievement Of The Michigan Great Lakes Fou
    3351 Claystone ST SE Ste 201
    Grand Rapids,MI49506     		None PC Project Support 41,667
    Lowell Area Arts Councils Inc
    149 S Hudson St
    Lowell,MI49331     		None PC Capital Campaign 25,000
    Mary Free Bed Rehabilitation Hospital Foundation
    235 Wealthy ST SE
    Grand Rapids,MI49503     		None PC Capital Campaign 500,000
    Mason County Historical Society Inc
    427 W Railroad Ave
    Shelton,WA98584     		None PC Project Support 20,000
    Mental Health Foundation Of West Michigan
    107 Oakes SE
    Grand Rapids,MI49503     		None PC Program Support 50,000
    Michigan Migrant Legal Assistance Project Inc
    1104 Fuller Ave NE
    Grand Rapids,MI49503     		None PC Project Support 10,000
    Muskegon Museum of Art Foundation
    296 W Webster Ave
    Muskegon,MI49440     		None PC Capital Campaign 20,000
    National Constitution Center
    525 Arch St
    Philadelphia,PA19106     		None PC Operating Support 600,000
    Nature Conservancy
    101 E Grand River Ave
    Lansing,MI48906     		None PC Program Support 900,000
    Regents Of The University Of Michigan
    500 S State St
    Ann Arbor,MI48109     		None PC Capital Campaign 5,100,000
    Saint Mary's Health Care
    200 Jefferson Ave SE
    Grand Rapids,MI49503     		None PC Project Support 85,000
    Salvation Army
    1235 E Fulton
    Grand Rapids,MI49503     		None PC Project Support 30,000
    Sparta Area Recreation Association
    182 N State St
    PO Box 1873
    Sparta,MI49345     		None PC Project Support 75,000
    Spectrum Health Foundation
    100 Michigan St NE
    Grand Rapids,MI49503     		None PC Project Support 6,000,000
    Spectrum Health Foundation
    100 Michigan St NE
    Grand Rapids,MI49503     		None PC Program Support 250,000
    St Cecilia Music Society
    24 Ransom Ave NE
    Grand Rapids,MI49503     		None PC Program Support 125,000
    Traverse Area RecreationTransportation Trails Inc
    PO Box 252
    Traverse City,MI49685     		None PC Project Support 20,000
    Van Andel Research Institute
    333 Bostwick Ave NE
    Grand Rapids,MI49503     		None PC Program Support 225,000
    Wayne State University Press
    4809 Woodward Ave
    Detroit,MI48201     		None PC Program Support 100,000
    Wedgwood Christian Services
    3300 36th St SE
    Grand Rapids,MI49512     		None PC Capital Campaign 40,000
    WM Environmental Action Council Education fdn
    1007 Lake Dr SE
    Grand Rapids,MI49506     		None PC Project Support 8,140
    West Michigan Trails & Greenways
    PO Box 325
    Comstock Park,MI49321     		None PC Project Support 125,000
    West Michigan Trails & Greenways
    PO Box 325
    Comstock Park,MI49321     		None PC Operating Support 15,000
    Western Michigan Society for Industrial Heritage
    PO Box 273
    Coopersville,MI49404     		None PC Project Support 40,000
    World Renew
    1700 28th St SE
    Grand Rapids,MI49508     		None PC Project Support 33,000
    YMCA Of Greater Grand Rapids
    475 Lake Michigan Dr NW
    Grand Rapids,MI49504     		None PC Capital Campaign 750,000
    Ywca West Central Michigan
    25 Sheldon Blvd SE
    Grand Rapids,MI49503     		None PC Capital Campaign 25,000
    Total .................................bullet 3b 22,497,807
    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 ...........     		    14 328,355  
    4 Dividends and interest from securities....     14 3,445,718  
    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.....     14 2,442,385  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 6,312,087  
    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)..   12,528,545  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1312,528,545
    (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
    THE MEIJER FOUNDATION
     
    Employer identification number

    38-6575227
    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
    THE MEIJER FOUNDATION
          		Employer identification number
    38-6575227
    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
     
     

    MEIJER COMPANIES LIMITED  
    2929 WALKER NW
     
    GRAND RAPIDS, MI49544

    		$ 7,000,000


    (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
    THE MEIJER FOUNDATION
          		Employer identification number

    38-6575227
    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
    THE MEIJER FOUNDATION
          		Employer identification number

    38-6575227
    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:
    THE MEIJER FOUNDATION
    EIN:
    38-6575227
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 32,253 32,531    

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

    TY 2015 DepreciationSchedule
    Name:
    THE MEIJER FOUNDATION
    EIN:
    38-6575227
    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 2015 InvestmentsOtherSchedule2
    Name:
    THE MEIJER FOUNDATION
    EIN:
    38-6575227
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIFTH-THIRD REAL ESTATE INVEST AT COST 7,918,873 7,911,848

    TY 2015 LegalFeesSchedule
    Name:
    THE MEIJER FOUNDATION
    EIN:
    38-6575227
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 22,687 11,343   11,343


    TY 2015 OtherAssetsSchedule
    Name:
    THE MEIJER FOUNDATION
    EIN:
    38-6575227
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    K-1: EQT MIDSTREAM PARTNERS LP 89,461 114,404 161,937
    K-1: GENESIS ENERGY L.P. 98,320 98,320 73,517
    PORTFOLIO ADVISORS SECONDARY F 1,848,729 1,848,729 2,330,782
    K-1: PHILLIPS 66 PARTNERS L.P 23,943 79,841 99,529
    K-1: PERENNIAL REAL ESTATE FUN 832,238 832,238 536,316
    K-1: PPEO III FTE, LTD 1,889,316 1,889,316 1,400,245
    K-1: MERRIWELL FUND L.P. 120,674 120,674 88,648
    K-1: U.S. REAL ESTATE INVEST. 2,693,164 2,693,164 4,306,103
    K-1: HOPEN LIFE SCIENCE FUND 900,000 1,220,000 1,220,000
    K-1: BDT CAPITAL PARTNERS I-A 2,480,000 4,000,000 5,941,960
    K-1: BDT CAPITAL PARTNERS II   1,056,000 1,056,000
    K-1: LOST BOYS HOME DOCUMENTAR 230,000 230,000 230,000
    K-1: PLYMOUTH VENTURE PARTNERS 150,000 300,000 266,519
    K-1: PICTET INTERNATIONAL EQTY 7,000,023 7,000,023 6,803,339
    K-1: GRAND ANGELS VENTURES 0 62,500 62,500


    TY 2015 OtherDecreasesSchedule
    Name:
    THE MEIJER FOUNDATION
    EIN:
    38-6575227
    Description Amount
    BASIS ADJUSTMENT TO ALLERGAN, INC. 248,749
    BOOK TO TAX DIFFERENCES 1,790


    TY 2015 OtherExpensesSchedule
    Name:
    THE MEIJER FOUNDATION
    EIN:
    38-6575227
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CAPITAL CONTRIBUTIONS 108,088      
    MISC EXPENSE 6,754 321    
    WIRE FEE 351      


    TY 2015 OtherIncomeSchedule2
    Name:
    THE MEIJER FOUNDATION
    EIN:
    38-6575227
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 29,651    
    PARTNERSHIP DISTRIBUTIONS 1,411,433    
    RETURN OF CAPITAL 997,341    
    CLASS ACTION SETTLEMENT 3,960    
    MUTUAL FUND INCOME   743  
    NONDIVIDEND DISTIRBUTIONS   20,489  
    K-1: ANTERO MIDSTREAM PARTNERS, L.P   10  
    K-1: BDT CAPITAL PARTNERS FUND I-A, L.P.   371,327  
    K-1: BDT CAPITAL PARTNERS FUND II(TE)L.P   -35,823  
    K-1: BUCKEYE PARTNERS, L.P.   -67  
    K-1: COLUMBIA PIPELINE PARTNERS, L.P.   -240  
    K-1: DCP MIDSTREAM PARTNERS, L.P.   -42  
    K-1: DOMINION MIDSTREAM PARTNERS, L.P.   -98  
    K-1: ENBRIDGE ENERGY PARTNERS, L.P.   -13  
    K-1: ENTERPRISE PRODUCTS PARTNERS, L.P.   -2,130  
    K-1: ENERGY TRANSFER PARTNERS, L.P.   1,014  
    K-1: ENLINK MIDSTREAM PARTNERS, L.P.   31  
    K-1: EQT GP HOLDINGS, L.P.   -15  
    K-1: EQT MIDSTREAM PARTNERS, L.P.   -255  
    K-1: GENESIS ENERGY L.P.   273  
    K-1: GRAND ANGELS VENTURES FUND   269  
    K-1: HOPEN LIFE SCIENCE FUND II, L.P.   6,673  
    K-1: MAGELLAN MIDSTREAM PARTNERS, L.P.   31  
    K-1: MERRIWELL FUND LIMITED PARTNERSHIP   -538  
    K-1: MIDCOAST ENERGY PARTNERS, L.P.   4  
    K-1: MPLX, L.P.   33  
    K-1: MPLX, L.P.   1,136  
    K-1: ONEOK PARTNERS, L.P.   -133  
    K-1: PERENNIAL REAL ESTATE FUND, L.P.   40,519  
    K-1: PICTET INTERNATIONAL EQUITY FUND   65,912  
    K-1: PLAINS ALL AMERICAN PIPELINE, L.P.   -1,786  
    K-1: PHILLIPS 66 PARTNERS, L.P.   306  
    K-1: PLYMOUTH VENTURE PARTNERS III, L.P.   -21,184  
    K-1: REGENCY ENERGY PARTNERS, L.P.   -32  
    K-1: REGENCY ENERGY PARTNERS, L.P.   -78  
    K-1: SHELL MIDSTREAM PARTNERS, L.P.   104  
    K-1: SPECTRA ENERGY PARTNERS, L.P.   -1,112  
    K-1: SUNOCO LOGISTICS PARTNERS, L.P.   989  
    K-1: SUNOCO LOGISTICS PARTNERS, L.P.   83  
    K-1: SUNOCO, L.P.   81  
    K-1: TARGA RESOURCE PARTNERS, L.P.   12  
    K-1: TESORO LOGISTICS, L.P.   82  
    K-1: U.S. REAL ESTATE INVESTMENT FUND   36,335  
    K-1: VALERO ENERGY PARTNERS, L.P.   4  
    K-1: WESTERN GAS EQUITY PARTNERS, L.P.   34  
    K-1: WESTERN GAS PARTNERS, L.P.   281  
    K-1: WILLIAMS PARTNERS, L.P.   -6  


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE MEIJER FOUNDATION
    EIN:
    38-6575227
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 824,448 702,067   6,000
    CONSULTING FEES 25,000     25,000
    OTHER PROFESSIONAL SERVICES 78,163 78,163    


    TY 2015 TaxesSchedule
    Name:
    THE MEIJER FOUNDATION
    EIN:
    38-6575227
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 7,781 25,717    
    FEDERAL EXCISE TAXES 165,000      
    FROM K-1'S: FOREIGN TAXES PAID   21,709