Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 12-01-2015 , and ending 11-30-2016
BCheck if applicable:
CName of organization
VAN ANDEL RESEARCH INSTITUTE
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
333 BOSTWICK AVENUE NE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRAND RAPIDS, MI49503
D Employer identification number

52-2000823
E Telephone number

G Gross receipts $ 61,266,156
F Name and address of principal officer:
TIMOTHY J MYERS
333 BOSTWICK AVENUE NE
GRAND RAPIDS,MI49503
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.VAI.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1996
M State of legal domicile: MI
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: MEDICAL RESEARCH ORGANIZATION
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 7
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 5
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 424
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 30,949
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -9,482
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 56,036,129 50,933,876
9 Program service revenue (Part VIII, line 2g) ......... 1,466,232 1,303,818
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 456,048 588,028
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,489,858 6,683,167
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 65,448,267 59,508,889
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 764,340 1,008,183
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 32,131,259 35,314,051
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet800,315    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 36,245,067 36,321,022
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 69,140,666 72,643,256
19 Revenue less expenses. Subtract line 18 from line 12....... -3,692,399 -13,134,367
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 250,842,142 247,782,645
21 Total liabilities (Part X, line 26)............. 338,375,403 344,529,031
22 Net assets or fund balances. Subtract line 21 from line 20..... -87,533,261 -96,746,386
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: MEDICAL RESEARCH ORGANIZATION VAN ANDEL RESEARCH INSTITUTE IS AN INDEPENDENT BIOMEDICAL RESEARCH ORGANIZATION COMMITTED TO IMPROVING THE HEALTH AND ENHANCING THE LIVES OF CURRENT AND FUTURE GENERATIONS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 9,640,590 including grants of $ 290,638 ) (Revenue $ 604,010 )
CENTER FOR CANCER AND CELL BIOLOGY SCHEDULE O PROVIDES FURTHER INFORMATION REGARDING THIS PROGRAM'S ACCOMPLISHMENTS.
4b (Code:   ) (Expenses $ 7,238,770 including grants of $ 655,672 ) (Revenue $ 16,619 )
CENTER FOR EPIGENETICSSCHEDULE O PROVIDES FURTHER INFORMATION REGARDING THIS PROGRAM'S ACCOMPLISHMENTS.
4c (Code:   ) (Expenses $ 5,197,899 including grants of $ 61,873 ) (Revenue $ 342,945 )
CENTER FOR NEURODEGENERATIVE SCIENCESEE SCHEDULE O FOR FURTHER INFORMATION ABOUT THIS PROGRAM'S ACCOMPLISHMENTS.
(Code:   ) (Expenses $ 28,299,325 including grants of $   ) (Revenue $ 340,244 )
4d Other program services (Describe in Schedule O.)
(Expenses $ 28,299,325 including grants of $   ) (Revenue $ 340,244 )
4e Total program service expensesMediumBullet50,376,584
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
112
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
424
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
7
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
5
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTIMOTHY J MYERS VP & CFO333 BOSTWICK AVENUE NE   GRAND RAPIDS,MI495032518 (616) 234-5368
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DAVID VAN ANDEL......................................................................
CHAIRMAN / CEO
36.00
.................
17.00
X   X       460,118 0 97,010
(2) DR GEORGE VANDE WOUDE......................................................................
TRUSTEE/ INVESTIGATOR
45.00
.................
0.00
X           314,025 0 22,903
(3) DR JAMES FAHNER......................................................................
TRUSTEE
1.00
.................
1.00
X           10,000 2,000 0
(4) DR RALPH WEICHSELBAUM......................................................................
TRUSTEE
1.00
.................
0.00
X           8,000 0 0
(5) DR MAX WICHA......................................................................
TRUSTEE
1.00
.................
0.00
X           5,000 0 0
(6) DR MICHELLE LEBEAU......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(7) DR TOM DEMEESTER......................................................................
TRUSTEE
1.00
.................
0.00
X           0 0 0
(8) DR JANA HALL......................................................................
CHIEF OPERATIONS OFFICER
52.00
.................
3.00
    X       376,331 0 88,423
(9) DAVID WHITESCARVER......................................................................
SECRETARY/V.P. & CHIEF LEGAL OFFICER
50.00
.................
3.00
    X       368,119 0 93,443
(10) TIMOTHY MYERS......................................................................
V.P. & CHIEF FINANCIAL OFFICER
50.00
.................
3.00
    X       296,165 0 78,374
(11) DR PETER JONES......................................................................
CHIEF SCIENTIFIC OFFICER & RES. DIR.
53.00
.................
0.00
      X     718,385 0 162,112
(12) KATHY VOGELSANG......................................................................
CHIEF INVESTMENT OFFICER
45.00
.................
0.00
        X   448,562 0 166,450
(13) DR PATRIK BRUNDIN......................................................................
VARI ASSOCIATE DIRECTOR OF RESEARCH
45.00
.................
0.00
        X   496,115 0 81,487
(14) DR GERALD CALLAHAN......................................................................
V.P., INNOVATIONS & COLLABORATIONS
45.00
.................
0.00
        X   353,343 0 108,630
(15) DR PETER LAIRD......................................................................
INVESTIGATOR
45.00
.................
0.00
        X   380,163 0 55,398
(16) DR GERD PFEIFER......................................................................
INVESTIGATOR
45.00
.................
0.00
        X   345,252 0 37,145


Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 4,579,578 2,000 991,375
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet68
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
PRESIDIO INFRASTRUCTURE LLC

PO BOX 677638
DALLAS,TX752677638
CONSULTING SERVICES 380,367
DK SECURITY INC

5160 FALCONVIEW AVE SE
KENTWOOD,MI49512
SECURITY SERVICES 314,391
FEDERAL EXPRESS

PO BOX 371461
PITTSBURGH,PA152512125
SHIPPING 191,243
HONIGMAN MILLER SCHWARTZ LLC

660 WOODWARD AVE
DETROIT,MI48226
LEGAL / CONSULTING 184,580
SECURALARM SYSTEMS INC

112 54TH ST SW
GRAND RAPIDS,MI49548
SECURITY SERVICES 160,117
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet14
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 47,459
d Related organizations1d 33,586,093
e Government grants (contributions)1e 13,308,015
f All other contributions, gifts, grants, and similar amounts not included above1f 3,992,309
g Noncash contributions included in lines 1a-1f:$ 517,208
h Total.Add lines 1a-1f.......MediumBullet 50,933,876
 Program Service RevenueAmt Business Code
2a RESEARCH BILLED REV 541700 1,303,818 1,272,869 30,949  
b
c
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 1,303,818
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 608,563     608,563
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 453,586     453,586
(ii) Personal (i) Real
6a Gross rents   1,508,467
b Less: rental expenses   1,493,552
c Rental income or (loss)   14,915
d Net rental income or (loss)......MediumBullet 14,915     14,915
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   220,927
b Less: cost or other basis and sales expenses 11,416 230,046
c Gain or (loss) -11,416 -9,119
d Net gain or (loss).....MediumBullet -20,535     -20,535
8a Gross income from fundraising events (not including $ 47,459of contributions reported on line 1c). See Part IV, line 18 ....
a 9,860
b Less: direct expenses ...b 22,253
c Net income or (loss) from fundraising events..MediumBullet -12,393   -12,393
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a ALLOCATED ADMIN. EXP. 561000 5,877,268     5,877,268
b REIMBURSED EXPENSES 900099 262,382     262,382
c            
d All other revenue .... 87,409     87,409
e Total. Add lines 11a–11d ...... MediumBullet 6,227,059
12 Total revenue. See Instructions......MediumBullet 59,508,889 1,272,869 30,949 7,271,195
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 526,007 526,007
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 328,146 328,146
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 154,030 154,030
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 2,728,257 1,058,584 1,669,673  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 25,889,699 15,912,072 9,443,070 534,557
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,000,471 1,200,333 754,214 45,924
9 Other employee benefits ....... 3,058,443 1,835,144 1,152,883 70,416
10 Payroll taxes ........... 1,637,181 982,349 618,093 36,739
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 477,838 46,987 430,851  
c Accounting ........... 71,808   71,808  
d Lobbying ........... 124,034   124,034  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 2,432,065 2,077,025 350,277 4,763
12 Advertising and promotion .... 676,578 58,708 543,136 74,734
13 Office expenses ....... 97,220 56,675 40,487 58
14 Information technology ...... 270,677 125,142 145,343 192
15 Royalties ..        
16 Occupancy ........... 2,397,521 2,186,723 209,847 951
17 Travel ............ 644,792 429,145 205,200 10,447
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 235,222 180,453 52,921 1,848
20 Interest ........... 8,721,337 7,263,246 1,458,091  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 9,688,993 8,333,054 1,355,939  
23 Insurance ... 447,507 275,622 171,885  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a LAB SUPPLIES & SERVICES 3,546,204 3,546,204    
b EQUIPMENT & SOFTWARE 2,896,321 1,499,921 1,389,252 7,148
c OTHER SCIENTIFIC 1,200,387 1,200,387    
d ALLOCATED EXPENSES 566,458 560,189   6,269
e All other expenses 1,826,060 540,438 1,279,353 6,269
25 Total functional expenses. Add lines 1 through 24e 72,643,256 50,376,584 21,466,357 800,315
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 9,808,077 2 239,338
3 Pledges and grants receivable, net ...... 2,205,839 3 2,847,628
4 Accounts receivable, net ............. 2,855,772 4 5,706,021
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .... 1,516,647 7 1,744,112
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 1,460,528 9 1,072,977
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 282,309,232
b Less: accumulated depreciation 10b 92,466,344 188,831,758 10c 189,842,888
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 1,154,264 12 1,481,372
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 43,009,257 15 44,848,309
16 Total assets. Add lines 1 through 15 (must equal line 34)... 250,842,142 16 247,782,645
Liabilities 17 Accounts payable and accrued expenses ..... 51,117,987 17 55,795,065
18 Grants payable ...   18  
19 Deferred revenue ......... 1,092,693 19 767,586
20 Tax-exempt bond liabilities ......... 220,000,000 20 220,000,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 66,164,723 25 67,966,380
26 Total liabilities. Add lines 17 through 25.. 338,375,403 26 344,529,031
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets -90,432,320 27 -100,300,385
28 Temporarily restricted net assets ........... 2,794,926 28 2,941,222
29 Permanently restricted net assets 104,133 29 612,777
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... -87,533,261 33 -96,746,386
34 Total liabilities and net assets/fund balances ........ 250,842,142 34 247,782,645
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
59,508,889
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
72,643,256
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-13,134,367
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
-87,533,261
5
Net unrealized gains (losses) on investments ...............
5
64,944
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
3,856,298
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
-96,746,386
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number

52-2000823
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4

SPECTRUM HEALTH,
  ,
GRAND RAPIDS, MI  
5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513...            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number

52-2000823
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
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number
52-2000823
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(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
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number

52-2000823
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
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number

52-2000823
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:  
SCHEDULE C
(Form 990 or 990-EZ)

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number

52-2000823
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...............................................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................................... 238,376  
c Total lobbying expenditures (add lines 1a and 1b) ....................................................................... 238,376  
d Other exempt purpose expenditures ......................................................................................... 72,404,880  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................................... 72,643,256  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .......................................................................... 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. .......................................................................... 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ........................................................................... 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ..............................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 85,680 367,563 165,579 238,376 857,198
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number

52-2000823
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ... 596,343        
c Net investment earnings, gains, and losses 18,408        
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
1,974        
f Administrative expenses ....          
g End of year balance ...... 612,777        
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...   5,288,315 5,288,315
b Buildings   224,716,844 55,003,310 169,713,534
c Leasehold improvements        
d Equipment ...   48,068,135 37,439,932 10,628,203
e Other ...   4,235,938 23,102 4,212,836
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 189,842,888
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) BOND ISSUANCE COSTS NET OF ACCUMULATED AMORTIZATION 288,309
(2) PLEDGED SECURITIES 44,560,000
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 44,848,309
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
ACCRUED POSTRETIREMENT BENEFIT OBLIGATION 2,046,258
UNREALIZED LOSS ON INTEREST RATE SWAP 60,218,375
CAPITAL LEASE 25,941
RELATED-PARTY PAYABLE 5,675,806
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 67,966,380
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 55,212,370
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 64,944
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 1,515,805
e Add lines 2a through 2d ..................... 2e 1,580,749
3 Subtract line 2e from line 1.................. 3 53,631,621
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 5,877,268
c Add lines 4a and 4b.................... 4c 5,877,268
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 59,508,889
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 64,425,495
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -2,340,493
e Add lines 2a through 2d.................... 2e -2,340,493
3 Subtract line 2e from line 1................... 3 66,765,988
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 5,877,268
c Add lines 4a and 4b..................... 4c 5,877,268
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 72,643,256

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: PART X, LINE 1(1) AND LINE 2: THERE ARE NO UNCERTAIN TAX POSITIONS RELATED TO VARI.
PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 1,493,552. FUNDRAISING EVENT EXPENSE 22,253.
PART XI, LINE 4B - OTHER ADJUSTMENTS: NET ALLOCATED 5,877,268.
PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 1,493,552. FUNDRAISING EVENT EXPENSE 22,253. GAIN ON INTEREST RATE SWAP -3,856,298.
PART XII, LINE 4B - OTHER ADJUSTMENTS: NET ALLOCATED 5,877,268.
PART V VAN ANDEL INSTITUTE (A RELATED ORGANIZATION) MAINTAINS ENDOWED FUNDS FOR THE BENEFIT OF BOTH VARI AND VAN ANDEL EDUCATION INSTITUTE (A RELATED ORGANIZATION) TO FUND OPERATING EXPENSES.
PART XI AND XII, LINE 4B EXPENSE ALLOCATIONS PRESENTED WITHIN REVENUE.
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number

52-2000823
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES RESEARCH COLLABORATION - RESEARCH SERVICES 138,582
EUROPE 0 0 GENERAL EXPENSES SOFTWARE LICENSING FEES 1,065
EUROPE 0 0 PROGRAM SERVICES RESEARCH COLLABORATION - RESEARCH SERVICES 12,882
EUROPE 0 0 RESEARCH SERVICES LICENSING FEES  
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 152,529
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 152,529
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
EUROPE RESEARCH COLLABORATION 154,507 WIRE TRANSFER      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
1
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
PART I, LINE 2: GRANT FUNDS ARE MONITORED BY QUARTERLY EXPENDITURE REPORTS BEFORE DISBURSING INCREMENTAL FUNDING. PROGRESS REPORTS ARE REQUIRED ANNUALLY AND REVIEWED BY VAN ANDEL RESEARCH INSTITUTE AND A THIRD PARTY.
SCHEDULE F, PART II, LINE 1 ORGANIZATION PROVIDED ASSISTANCE IS MONITORED WITH QUARTERLY EXPENDITURE REPORTING.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2015
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number

52-2000823
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

5K RACE
(event type)
(b) Event #2

GRIFFINS
(event type)
(c) Other events

 
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

30,770

26,549

 

57,319

2

Less: Contributions . . . .

22,210

25,249

 

47,459
3 Gross income (line 1 minus
line 2) . . . . . .

8,560

1,300

 

9,860



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . . 9,193 13,060   22,253
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 22,253
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -12,393
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

9,193

13,060

 

22,253


6


Volunteer labor . . . .
%
%
%


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

 

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2015
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number
52-2000823
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREET
BALTIMORE,MD21218
52-0595110 501C3 154,309       RESEARCH COLLABORATION
(2) UNIVERSITY OF SOUTHERN CALIFORNIA
1450 BIGGY STREET
LOS ANGELES,CA90089
95-1642394 501C3 172,898       RESEARCH COLLABORATION
(3) MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUE
NEW YORK,NY10065
13-1924236 501C3 198,388       RESEARCH COLLABORATION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
3
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
non-cash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of non-cash assistance
(1) GRADUATE STUDENT STIPENDS FOR MICHIGAN STATE UNIVERSITY STUDENTS 4 180,902      
(2) GRADUATE STUDENT STIPENDS VAN ANDEL INSTITUTE GRADUATE SCHOOL 3 69,320      
(3) FOREIGN NATIONAL STIPENDS 6 77,924      
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: STUDENTS RECEIVE A STIPEND FOR LIVING EXPENSE AND INSURANCE. GRANT FUNDS TO INSTITUTIONS ARE MONITORED BY QUARTERLY EXPENDITURE REPORTS BEFORE DISBURSING INCREMENTAL FUNDING. PROGRESS REPORTS ARE REQUIRED ANNUALLY AND REVIEWED BY VAN ANDEL RESEARCH INSTITUTE AND A THIRD PARTY.
Schedule I (Form 990) 2015



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number

52-2000823
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1DAVID VAN ANDELCHAIRMAN / CEO (i)

(ii)
327,115
-------------
0
110,250
-------------
0
22,753
-------------
0
96,150
-------------
0
860
-------------
0
557,128
-------------
0
110,250
-------------
0
2DR GEORGE VANDE WOUDETRUSTEE/ INVESTIGATOR (i)

(ii)
293,553
-------------
0
0
-------------
0
20,472
-------------
0
21,200
-------------
0
1,703
-------------
0
336,928
-------------
0
0
-------------
0
3DR JANA HALLCHIEF OPERATIONS OFFICER (i)

(ii)
314,424
-------------
0
58,343
-------------
0
3,564
-------------
0
77,711
-------------
0
10,712
-------------
0
464,754
-------------
0
58,343
-------------
0
4DAVID WHITESCARVERSECRETARY/V.P. & CHIEF LEGAL OFFICER (i)

(ii)
290,393
-------------
0
57,422
-------------
0
20,304
-------------
0
82,731
-------------
0
10,712
-------------
0
461,562
-------------
0
57,422
-------------
0
5TIMOTHY MYERSV.P. & CHIEF FINANCIAL OFFICER (i)

(ii)
253,080
-------------
0
42,300
-------------
0
785
-------------
0
67,662
-------------
0
10,712
-------------
0
374,539
-------------
0
42,300
-------------
0
6DR PETER JONESCHIEF SCIENTIFIC OFFICER & RES. DIR. (i)

(ii)
546,027
-------------
0
147,500
-------------
0
24,858
-------------
0
151,400
-------------
0
10,712
-------------
0
880,497
-------------
0
147,500
-------------
0
7KATHY VOGELSANGCHIEF INVESTMENT OFFICER (i)

(ii)
242,938
-------------
0
185,400
-------------
0
20,224
-------------
0
155,739
-------------
0
10,712
-------------
0
615,013
-------------
0
185,400
-------------
0
8DR PATRIK BRUNDINVARI ASSOCIATE DIRECTOR OF RESEARCH (i)

(ii)
427,161
-------------
0
58,000
-------------
0
10,954
-------------
0
70,775
-------------
0
10,712
-------------
0
577,602
-------------
0
58,000
-------------
0
9DR GERALD CALLAHANV.P., INNOVATIONS & COLLABORATIONS (i)

(ii)
257,557
-------------
0
78,107
-------------
0
17,679
-------------
0
97,919
-------------
0
10,712
-------------
0
461,974
-------------
0
78,107
-------------
0
10DR PETER LAIRDINVESTIGATOR (i)

(ii)
371,424
-------------
0
6,417
-------------
0
2,322
-------------
0
44,686
-------------
0
10,712
-------------
0
435,561
-------------
0
0
-------------
0
11DR GERD PFEIFERINVESTIGATOR (i)

(ii)
342,930
-------------
0
0
-------------
0
2,322
-------------
0
26,434
-------------
0
10,712
-------------
0
382,398
-------------
0
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A VARI ALLOWS FOR FIRST-CLASS OR CHARTER TRAVEL FOR OFFICERS AND TRUSTEES.
Schedule J (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number
52-2000823
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A MICHIGAN STRATEGIC FUND
 
52-1417332   04-01-2013 220,000,000 REFUND BOND ISSUE 4/10/08   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired ..................        
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 220,000,000      
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............        
11 Other spent proceeds ............. 220,000,000      
12 Other unspent proceeds .............        
13 Year of substantial completion .............
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X              
15 Were the bonds issued as part of an advance refunding issue? .....   X            
16 Has the final allocation of proceeds been made? .......... X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X              
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X              
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X              
c Are there any research agreements that may result in private business use of bond-financed property? ............. X              
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X              
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0.660 %      
6 Total of lines 4 and 5 ............. 0.660 %      
7 Does the bond issue meet the private security or payment test? ...   X            
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X              
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X            
b Exception to rebate? ........   X            
c No rebate due? ......... X              
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X              
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X            
7 Has the organization established written procedures to monitor the requirements of section 148? ... X              
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MICHIGAN STRATEGIC FUND DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2014
Schedule K (Form 990) 2015

Additional Data


Software ID:  
Software Version:  

SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number

52-2000823
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 3 510,684 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ... X 3 5,124 COST
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( VARIOUS ) X 3 1,400 COST
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): VARI IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE TAX YEAR.
Schedule M (Form 990) (2015)

Additional Data


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

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

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number

52-2000823
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 VARI, VAI, VAEI, AND VAIGS SHARE COMMON MANAGEMENT. DAVID VAN ANDEL, DR. JANA HALL, TIMOTHY MYERS AND DAVID WHITESCARVER ARE ALSO OFFICERS OF VAI, AND DAVID VAN ANDEL, TIMOTHY MYERS AND DAVID WHITESCARVER (THROUGH 8/31/16) ARE OFFICERS OF VAEI AND VAIGS.
FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES OF VAN ANDEL INSTITUTE HAVE THE AUTHORITY TO ELECT ONE OR MORE MEMBERS OF VARI'S GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11 FOLLOWING COMPLETION OF THE FINANCIAL STATEMENT AUDIT, THE FORM 990 IS PREPARED AND REVIEWED BY MANAGEMENT. IT IS THEN CIRCULATED TO THE FULL BOARD FOR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C VARI HAS WRITTEN CONFLICT OF INTEREST ("COI") POLICIES AND PROCEDURES WHICH ADMINISTER AND ENFORCE A PROCESS TO IDENTIFY, EVALUATE, AND MANAGE POTENTIAL CONFLICTS OF INTEREST. THESE POLICIES HAVE BEEN APPROVED BY THE BOARD OF TRUSTEES. VAI ADMINISTERS COI POLICIES AND PROCEDURES THROUGH TWO STANDING COMMITTEES: THE CONFLICTS COMMITTEE ("CC") AND THE INSTITUTIONAL COI COMMITTEE ("ICOIC"). COI POLICIES AND PROCEDURES APPLY TO AND SERVE AS A GUIDE FOR EVERYONE IN THE ORGANIZATION. IN PARTICULAR, THEY PROVIDE A USEFUL RESOURCE FOR DEVELOPING ACTIVITIES OR RELATIONSHIPS WITH OUTSIDE ENTITIES OR PERSONS, AND ESTABLISH A PROCESS FOR COMMITTEES TO REVIEW AND MANAGE POTENTIAL CONFLICTS OF INTEREST AS THEY MAY ARISE. THE CC AND ICOIC ARE CHAIRED BY THE GENERAL COUNSEL. THE CC REQUIRES ANNUAL AND UPDATED DISCLOSURES BY COVERED PERSONS AND REVIEWS AND APPROVES MANAGEMENT PLANS. ICOIC POLICIES AND PROCEDURES SERVE AS A GUIDE FOR BOARDS OF TRUSTEES AND SENIOR EXECUTIVES. IN THE EVENT A POTENTIAL COI ARISES AT THE BOARD OR SENIOR EXECUTIVE LEVEL, THE ICOIC MEETS TO REVIEW AND DETERMINE HOW TO MANAGE SUCH A POTENTIAL CONFLICT OF INTEREST IN ACCORDANCE WITH THE COI POLICIES AND PROCEDURES.
FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA FROM EXPERT THIRD PARTY IS OBTAINED AND REVIEWED BY THE INDEPENDENT, JOINT COMPENSATION COMMITTEE OF VAN ANDEL RESEARCH INSTITUTE AND RELATED ORGANIZATIONS TO DETERMINE APPROPRIATE COMPENSATION FOR THE CEO, EXECUTIVE MANAGEMENT OFFICIALS, OFFICERS, AND KEY EMPLOYEES, ON BEHALF OF VAN ANDEL RESEARCH INSTITUTE.
FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST.
FORM 990, PART XI, LINE 9: GAIN ON INTEREST RATE SWAP 3,856,298.
FORM 990, PART III, LINE 2 VAN ANDEL RESEARCH INSTITUTE (VARI) IS DEDICATED TO DETERMINING THE EPIGENETIC, GENETIC, MOLECULAR, AND CELLULAR ORIGINS OF CANCER, PARKINSON'S DISEASE, AND OTHER ILLNESSES AND TO TRANSLATING THOSE FINDINGS INTO EFFECTIVE THERAPIES. THE INSTITUTE'S SCIENTISTS WORK IN ON-SITE LABORATORIES AND PARTICIPATE IN COLLABORATIONS THAT SPAN THE GLOBE. WITH EPIGENETICS AS ITS COMMON THREAD, VARI IS ORGANIZED INTO THREE CENTERS-THE CENTER FOR CANCER AND CELL BIOLOGY, THE CENTER FOR EPIGENETICS, AND THE CENTER FOR NEURODEGENERATIVE SCIENCE-AS WELL AS A CORE TECHNOLOGIES AND SERVICES GROUP, WHICH PROVIDES A VIVARIUM, A BIOREPOSITORY, AND VALUABLE ON-SITE CAPABILITIES IN CRYO-ELECTRON MICROSCOPY (CRYO-EM), IMAGING, PATHOLOGY, BIOINFORMATICS, GENOMICS, AND FLOW CYTOMETRY. RESEARCH BY VARI SCIENTISTS IS PUBLISHED IN MAJOR PEER-REVIEWED JOURNALS, INCLUDING, IN 2016, CELL, CELL DISCOVERY, MOLECULAR CELL, NEW ENGLAND JOURNAL OF MEDICINE, SCIENCE TRANSLATIONAL MEDICINE, NATURE REVIEWS GENETICS, SCIENTIFIC REPORTS, CANCER, CANCER CELL, GENOME BIOLOGY, BONE RESEARCH, CANCER RESEARCH, PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES USA, CLINICAL CANCER RESEARCH, JOURNAL OF BONE AND MINERAL RESEARCH, JOURNAL OF BIOLOGICAL CHEMISTRY, MOLECULAR BIOLOGY OF THE CELL, JOURNAL OF AFFECTIVE DISORDERS, ONCOGENE, JOURNAL OF CHEMICAL PHYSICS, NEUROPATHOLOGY AND APPLIED NEUROBIOLOGY, SARCOMA, MOLECULAR CANCER RESEARCH, JOURNAL OF MEDICINAL CHEMISTRY, PLOS ONE, BMJ OPEN, JOURNAL OF EXPERIMENTAL MEDICINE, EPIGENETICS AND CHROMATIN, CELLULAR AND MOLECULAR GASTROENTEROLOGY AND HEPATOLOGY, FEBS JOURNAL, JOURNAL OF PARKINSON'S DISEASE, VIROLOGY JOURNAL, PEDIATRIC CARDIOLOGY, AND PSYCHONEUROENDOCRINOLOGY.
FORM 990, PART III, LINE 4A LINE 4A - PROGRAM SERVICE ACTIVITY #1 CENTER FOR CANCER AND CELL BIOLOGY THE CENTER FOR CANCER AND CELL BIOLOGY, DIRECTED BY BART WILLIAMS, PH.D., COMPRISES 12 LABORATORIES ENGAGED IN BASIC RESEARCH IN MOLECULAR AND STRUCTURAL BIOLOGY AND IN TRANSLATIONAL RESEARCH ON CANCERS, THE TUMOR MICROENVIRONMENT, AND SKELETAL DISEASES. DR. H. ERIC XU, A STRUCTURAL BIOLOGIST IN THE CENTER, RECEIVED THE PRESTIGIOUS HANS NEURATH AWARD FROM THE PROTEIN SOCIETY IN AUGUST OF 2016 FOR CONTRIBUTIONS OF EXCEPTIONAL MERIT TO PROTEIN RESEARCH. CENTER INVESTIGATORS RECEIVED THREE NIH AWARDS IN 2016. ADDITONAL AWARDS AND LICENSE REVENUE WERE RECEIVED FROM THE DEPARTMENT OF DEFENSE, THE TUBEROUS SCLEROSIS ALLIANCE, THE AMERICAN ASTHMA FOUNDATION, THE BREAST CANCER RESEARCH FOUNDATION, THE MICHAEL J. FOX FOUNDATION, AND BOLAATU MEDICINE. TWO NEW RESEARCH CONTRACTS WERE SIGNED IN 2016. STUDIES OF THREE-DIMENSIONAL MOLECULAR STRUCTURES AND THEIR PHYSICAL INTERACTIONS HAVE BEEN PROCEEDING ON SEVERAL FRONTS IN 2016. THE XU AND MELCHER LABORATORIES DESIGNED AND DEVELOPED A HIGHLY POTENT GLUCOCORTICOID, VSGC12, THAT DEMONSTRATED A HIGHER EFFICACY AND POTENCY THAN FLUTICASONE FUROATE, A COMMON ASTHMA TREATMENT, IN REPRESSING MOST ASTHMA SYMPTOMS. VSGC12 ALSO SHOWED A BETTER SIDE-EFFECT PROFILE AT THE EFFECTIVE DOSES, GIVING THIS NEW MOLECULE PROMISE AS A NEW ASTHMA TREATMENT (HE ET AL., CELL DISCOVERY 1: 15035). ANOTHER STUDY INVOLVED THE AMYLOID PRECURSOR PROTEIN AND ITS ASSOCIATION WITH ALZHEIMER'S DISEASE. MUTATIONS IN THIS PROTEIN CAN CHANGE ITS SUSCEPTIBILITY TO CLEAVAGE INTO AN AGGREGATION-PRONE FORM, WHICH IS FOUND IN ALZHEIMER'S PATIENTS. THIS WORK IDENTIFIED WHICH MUTATIONS INCREASE THE TENDENCY TOWARD AGGREGATION, AND THIS RESULT CAN BE EXTENDED TO THE CLEAVAGE OF THE PROTEINS CALLED NOTCH" RECEPTORS, WHICH ARE CELL-SURFACE SIGNALING PROTEINS (XU ET AL., CELL DISCOVERY 2: 16026). IN STRUCTURAL WORK ADDRESSING MORE BASIC QUESTIONS, THE XU AND MELCHER LABS STUDIED NANOBODIES, WHICH ARE FRAGMENTS OF HUMAN ANTIBODIES, SPECIFICALLY THE VARIABLE ANTIBODY DOMAIN. THEY ISOLATED A NANOBODY CALLED NTV1 AGAINST VEGFR2, A CELLULAR RECEPTOR IMPORTANT IN BLOOD VESSEL GROWTH AND DEVELOPMENT, AND ALSO IN THE GROWTH OF TUMORS. THE NTV1 NANOBODY HAS POTENTIAL AS A BLOCKER OF VEGRF2 AND THUS AS A CANCER THERAPEUTIC (MA ET AL., ACTA PHARMACOLOGICA SINICA 37(6): 857-864). THE TWO LABS ALSO STUDIED CLASS B G-PROTEIN-COUPLED RECEPTORS (GPCRS), WHICH PLAY AN INTERGRAL ROLE IN CELLULAR COMMUNICATION AND ARE MAJOR DRUG TARGETS; AN ESTIMATED ONE-THIRD TO ONE-HALF OF DRUGS CURRENTLY ON THE MARKET WORK BY INTERACTING WITH GPCRS. XU AND MELCHER SHOWED THAT SUCH RECEPTORS VARY WIDELY IN THEIR NEED FOR THE RECEPTOR'S EXTRACELLULAR DOMAIN IN ORDER TO ACTIVATE THE RECEPTOR. THIS WORK SUGGESTS A NEW MODEL OF HOW THESE RECEPTORS FUNCTION AND HOW THEY CAN BE FURTHER TARGETED TO TREAT DISEASE (ZHAO ET AL., JOURNAL OF BIOLOGICAL CHEMISTRY 291(29): 15119-15130). THE XU AND MELCHER LABS HAVE SHOWN A DOMINANT ROLE FOR THE EXTRACELLULAR DOMAIN OF THE GLUCAGON-LIKE PEPTIDE-1 RECEPTOR, WHICH IS A MAJOR TARGET FOR DIABETES THERAPY. THE DATA SUPPORT A MODEL IN WHICH BINDING OF A PEPTIDE TO THE RECEPTOR SWITCHES IT FROM AUTOINHIBITED TO AUTOACTIVATED, BY RELEASING THE INTRINSIC AGONIST ACTIVITY OF THE EXTRACELLULAR DOMAIN (YIN ET AL., CELL DISCOVERY 2: 10642). PROGRESS CONTINUES IN STUDIES OF PANCREATIC CANCER. THE HAAB LABORATORY HAS IDENTIFIED SUGAR MOLECULES THAT ATTACH TO MUC5AC, A PROTEIN FOUND IN PRECANCEROUS (MUCINUOUS CYSTS), IN A CHARACTERISTIC WAY, PROVIDING A MEANS TO DETERMINE WHETHER PANCREATIC CYSTS CARRY A FUTURE RISK OF CANCER (SINHA ET AL., PLOS ONE 11(12): E0167070). THE LAB ALSO DEVELOPED A NEW METHOD OF OBTAINING DATA ON SUGAR-MODIFIED PROTEINS USING AS LITTLE AS 11 NANOGRAMS OF PROTEIN. THIS METHOD WAS EFFECTIVE IN ANALYZING THE SUGARS ATTACHED TO THE MUC5AC PROTEIN FROM A SAMPLE OF ONLY 20 MICROLITERS OF PLASMA (REATINI ET AL., ANALYTICAL CHEMISTRY 88(23): 11584-11592). A THIRD STUDY LOOKED AT THE CA19-9 CANCER MARKER IN SAMPLES FROM OVER 200 PATIENTS WITH EITHER PANCREATIC CANCER OR BENIGN PANCREATIC DISEASE. THIS STUDY SHOWED THAT TWO SUGAR ANTIGENS IMPROVED THE IDENTIFICATION OF SUBTYPES OF PANCREATIC CANCER RELATIVE TO THE USE OF THE CA19-9 ANTIGEN ALONE (TANG ET AL, CELLULAR AND MOLECULAR GASTROENTEROLOGY AND HEPATOLOGY 2(2): 210-221). IN CLINICALLY RELATED RESEARCH, A STUDY FROM THE STEENSMA LABORATORY SHOWED THAT A COMBINATION OF TRADITIONAL CHEMOTHERAPY DRUGS PLUS MET AND EGFR INHIBITORS WERE EFFECTIVE AGAINST TRIPLE-NEGATIVE BREAST CANCER IN TERMS OF DECREASING TUMOR GROWTH AND IMPROVING CONSISTENT RESPONSE TO TREATMENT. THIS RESULT SUGGESTS A PROMISING NEW THERAPEUTIC STRATEGY AGAINST THIS AGGRESSIVE AND DIFFICULT TO TREAT CANCER (LINKLATER ET AL., ONCOTARGET 7(43): 69903). THE GROHAR LABORATORY PUBLISHED THREE PAPERS FROM ITS RESEARCH ON EWING SARCOMA, A RARE CANCER THAT MAINLY STRIKES TEENAGERS AND YOUNG ADULTS. IN ONE STUDY, THE LAB LOOKED FOR BETTER VARIANTS OF MITHRAMYCIN AS A THERAPEUTIC DRUG. A COMPOUND CALLED EC-8105 WAS THE MOST POTENT, SUPPRESSING ACTIVITY OF THE EWS-FLI TRANSCRIPTION FACTOR AT CONCENTRATIONS THAT WERE NOT TOXIC TO OTHER CELL TYPES, WHILE ANOTHER, EC-8042, WAS SUBSTANTIALLY LESS TOXIC THAN MITHRAMYCIN AND EQUALLY EFFECTIVE. BOTH MARKEDLY SUPPRESSED EWING SARCOMA XENOGRAFT GROWTH (OSGOOD ET AL., CLINICAL CANCER RESEARCH 22(16): 4105-4118). A SECOND STUDY BY THE LAB INVESTIGATED THE USE OF POSITRON EMISSION TOMOGRAPHY USING FLUORINE-18 (18-F-PET) TO SHOW THE ACTIVITY OF EWS-FLI1, WHICH IS ESSENTIAL FOR SURVIVAL OF EWING SARCOMA CELLS. 18-F-PET CAN BE A COMPANION BIOMARKER FOR EWS-FLI1 AND PROVIDES A NOVEL IMAGING APPROACH FOR EWING SARCOMA (OSGOOD ET AL. SCIENTIFIC REPORTS 6: 33926C). IN THE THIRD STUDY, THE SMALL MOLECULE LURBINECTEDIN INACTIVATED THE EWS-FLI1 PROTEIN. USED IN COMBINATION WITH IRINOTECAN, AN APPROVED CANCER DRUG. THE NET RESULT WAS A COMPLETE REVERSAL OF EWS-FLI1 ACTIVITY AND ELIMINATION OF ESTABLISHED TUMORS IN 30-70% OF MICE AFTER ONLY 11 DAYS OF THERAPY. THIS WORK SHOWS THE PRECLINICAL SAFETY AND EFFICACY OF A NOVEL, DISEASE-SPECIFIC THERAPY TARGETING THE MAIN MOLECULAR DRIVER OF EWING SARCOMA (HARLOW ET AL., CANCER RESEARCH 76(22): 6657-6668). RESEARCH ON THE METABOLISM OF BOTH NORMAL AND PATHOLOGICAL BONE TISSUES CONTINUED IN 2016. THE FAILURE OF A BONE FRACTURE TO HEAL, WHICH OCCURS IN 10%-20% OF FRACTURES, IS A COSTLY AND DEBILITATING CLINICAL PROBLEM. THE WNT/BETA-CATENIN PATHWAY IS CRUCIAL IN BONE DEVELOPMENT AND FRACTURE HEALING, AND VARIANTS OF THE LRP6 PROTEIN, A WNT-BINDING RECEPTOR, HAVE BEEN ASSOCIATED WITH LOWER BONE MINERAL DENSITY AND FRAGILITY FRACTURES. THE RESULTS OF ONE STUDY SUGGEST THAT LRP6 HAS A ROLE IN FRACTURE HEALING (BURGERS ET AL., BONE RESEARCH 4: 16025). IN OTHER WORK, MICE HAVING CONDITIONAL LOSS OF BOTH THE LRP5 AND LRP6 GENES SHOWED SEVERE DEFECTS IN SKELETAL DEVELOPMENT DURING EMBRYOGENESIS. ADULT MICE CARRYING DELETIONS OF LRP5 AND/OR LRP6 HAD LOW BONE MASS, SUGGESTING THAT IN BOTH EMBRYONIC SKELETAL DEVELOPMENT AND ESTABLISHMENT OF ADULT BONE MASS, LRP5 AND LRP6 CARRY OUT REDUNDANT FUNCTIONS (SCHUMACHER ET AL., BONE RESEARCH 4: 15042). THE MIRANTI LABORATORY FOUND THAT LOSS OF MET PROTEIN EXPRESSION, BUT NOT INHIBITION OF MET KINASE ACTIVITY, INDUCED CELL DEATH VIA APOPTOSIS BY REDUCING INTEGRIN ALPHA3-BETA1 LEVELS, AMONG OTHER FACTORS. THE REEXPRESSION OF WILD-TYPE MET, KINASE-DEAD MET, OR INTEGRIN ALPHA3 WAS SUFFICIENT TO PREVENT CELLS THAT HAD NO MET EXPRESSION FROM DYING (TESFAY ET AL., MOLECULAR BIOLOGY OF THE CELL 27(15): 2493-2504).
FORM 990, PART III, LINE 4B LINE 4B - PROGRAM SERVICE ACTIVITY #2 CENTER FOR EPIGENETICS THE CENTER, ESTABLISHED IN 2014 AND DIRECTED BY THE INSTITUTE'S CHIEF SCIENTIFIC OFFICER PETER JONES, PH.D., D.SC., COMPRISES NINE LABORATORIES STUDYING EPIGENETICS AND EPIGENOMICS AND THE ROLE OF EPIGENETIC DYSFUNCTION IN CANCER AND NEURODEGENERATIVE DISEASE, CARDIOVASCULAR DISEASE, AND VIRAL TRANSCRIPTION. STEPHEN BAYLIN, M.D., A PROFESSOR AT JOHNS HOPKINS UNIVERSITY, HOLDS A 25% APPOINTMENT IN THE CENTER. HUILIN LI, PH.D., WAS RECRUITED TO THE CENTER IN 2016 AS A PROFESSOR. IN 2016, CENTER RESEARCHERS RECEIVED THREE NIH AWARDS AS WELL AS AWARDS FROM THE MICHAEL J. FOX FOUNDATION AND THE OVARIAN CANCER RESEARCH FUND. THE VARI-SU2C EPIGENETICS DREAM TEAM, LED BY PETER JONES AND STEPHEN BAYLIN, CONTINUED ITS WORK IN 2016, WITH THE AIMS OF DEVELOPING NEW COMBINATION THERAPIES TO COMBAT CANCER AND MOVING PROMISING THERAPIES INTO CLINICAL TRIALS. THE TEAM FOCUSES ON EPIGENETIC MECHANISMS IN CELLS, WHICH HELP CONTROL WHETHER GENES ARE TURNED ON OR OFF WITHOUT CHANGING THE DNA SEQUENCE ITSELF. ONE STUDY, LED BY PETER JONES AND UNIVERSITY OF COPENHAGEN'S KIRSTEN GRONBAEK, M.D., D.MSC., SHOWED THAT MANY PATIENTS WITH BLOOD CANCERS (MYELOID DYSPLASTIC SYNDROME AND ACUTE MYELOID LEUKEMIA) ARE MARKEDLY DEFICIENT IN VITAMIN C. THE DATA SUGGESTS THAT CORRECTION OF VITAMIN C DEFICIENCY IN PATIENTS WITH HEMATOLOGICAL AND OTHER CANCERS MAY IMPROVE THEIR RESPONSE TO EPIGENETIC THERAPY COMBINED WITH THE USE OF INHIBITORS OF DNA METHYLTRANSFERASES (LIU ET AL., PROCEEDINGS OF THE NATIONAL ACADEMY OF SCIENCES USA 113(37): 10238-10244). ANOTHER STUDY BY TEAM MEMBERS AT JOHNS HOPKINS UNIVERISTY AND UNIVERSITY OF MARYLAND DESCRIBES A MECHANISM TO ENHANCE THE ANTICANCER EFFICACY OF INHIBITORS OF POLY(ADP-RIBOSE) POLYMERASE (PARP), WHICH ARE EFFECTIVE AGENTS AGAINST SOME BREAST CANCERS. LOW DOSES OF DNA METHYLTRANSFERSASE INHIBITORS PLUS PARP INHIBITORS CAN INCREASE PARPI EFFICACY IN TERMS OF INCREASED DNA DAMAGE AND OTHER ANTICANCER EFFECTS. SUCH TREATMENT MAY BE USEFUL AGAINST SOME SUBTYPES OF ACUTE MYELOID LEUKEMIA AND OF BREAST CANCERS (MUVARAK ET AL., CANCER CELL 30(4): 637-650). AT THE END OF 2016, FOUR VARI -SU2C EPIEGNETICS DREAM TEAM-SUPPORTED CLINICAL TRIALS WERE UNDERWAY AT SITES ACROSS THE COUNTRY AND IN COPENHAGEN, DENMARK. PETER JONES AND COLLABORATOR GANGNING LIANG, M.D., PH.D., REPORTED THE DEVELOPMENT OF A COST-EFFECTIVE AND COMPUTATIONALLY SIMPLE ASSAY CALLED "ACCESSSIBLE" TO SIMULTANEOUSLY DETERMINE DNA METHYLATION AND CHROMATIN ACCESSIBILITY CHANGES IN PRIMARY HUMAN CLEAR CELL RENAL CELL CARCINOMA. THIS ASSAY FOUND SIGNIFICANT CHANGES TO THE EPIGENOME OF CLEAR CELL RENAL CELL CARCINOMA AS WELL AS GENE EXPRESSION CHANGES SPECIFICALLY ATTRIBUTED TO CHROMATIN ACCESSIBILITY (BECKET ET AL., CANCER RESEARCH 76(7) 1954-1964). THE LAIRD LABORATORY IS HEAVILY INVOLVED IN THE WORK OF THE CANCER GENOME ATLAS RESEARCH NETWORK, A NIH-FUNDED MULTI INSTITUTIONAL EFFORT TO MOLECULARLY MAP CANCER. AMONG THE SEVERAL PUBLICATIONS PRODUCED IN 2016 WAS A COMPREHENSIVE MOLECULAR CHARACTERIZATION OF 161 PRIMARY PAPILLARY RENAL-CELL CARCINOMAS. TYPE 1 AND TYPE 2 PAPILLARY RENAL-CELL CARCINOMAS ARE CLINICALLY AND BIOLOGICALLY DISTINCT, AND TYPE 2 CONSISTS OF AT LEAST THREE SUBTYPES. THIS KNOWLEDGE MAY AID IN SELECTING APPROPRIATE TREATMENTS FOR INDIVIDUAL PATIENTS BASED ON DISEASE SUBTYPE (CANCER GENOME ATLAS RESEARCH NETWORK, NEW ENGLAND JOURNAL OF MEDICINE 374(2): 135-145). OTHER RESEARCH DEFINED THE COMPLETE SET OF GENES ASSOCIATED WITH DIFFUSE GRADE II-III-IV GLIOMAS (1122 SAMPLES) FROM THE CANCER GENOME ATLAS. THE MOLECULAR PROFILES DEFINED WILL BE USED TO IMPROVE DISEASE CLASSIFICATION, IDENTIFY MOLECULAR CORRELATIONS, AND PROVIDE INSIGHTS INTO THE PROGRESSION FROM LOW- TO HIGH-GRADE DISEASE (CECCARELLI ET AL., CELL 164(3): 550-563). THE ROTHBART LABORATORY REPORTED THE FIRST DEMONSTRATION OF A DNA-PROTEIN INTERACTION AND AN EPIGENETIC MODIFICATION DIRECTLY REGULATING THE ENZYME ACTIVITY OF E3 UBIQUITIN LIGASE. THE LIGASE, CALLED UHRF1, RECOGNIZES DNA THAT IS METHYLATED ON ONLY ONE STRAND, AND THE INTERACTION OF SUCH DNA AND THIS ENZYME IS REQUIRED FOR FURTHER METHYLATION OF THE DNA (HARRISON ET AL., ELIFE 5: 17101). THE LAB ALSO UNDERTOOK A SYSTEMATIC COMPARISON OF MONOCLONAL VS. POLYCLONAL ANTIBODIES FOR USE IN MAPPING HISTONE PROTEIN MODIFICATIONS. THE CONSISTENT PERFORMANCE OF ANTIBODIES IS CRUCIAL IN MAPPING EPIGENETIC MARKERS BY THE CHIP-SEQ METHOD. THE STUDY FOUND THAT MONOCLONAL ANTIBODIES AS A CLASS PERFORM JUST AS WELL AS THE POLYCLONAL IN BOTH MOUSE AND HUMAN CELLS (BUSBY ET AL., EPIGENETICS AND CHROMATIN 9:49). THE PFEIFER AND SZABO LABS DEMONSTRATED THAT THE PROTEIN TET3FL MAY ACT AS A GUARDIAN AGAINST NEURODEGENERATION BY STOPPING DISRUPTIONS IN CELLULAR "HOUSEKEEPING" FUNCTIONS, THEREBY ENSURING THAT CELLS CAN REMOVE HARMFUL ABNORMAL PROTEINS AND OTHER CELLULAR WASTE. THESE FINDINGS OPEN A NEW AVENUE TO EXPLORE NOVEL WAYS TO PREVENT AND TREAT DISEASES SUCH AS PARKINSON'S (JIN ET AL., CELL REPORTS 14(3): 493-505). THE PFEIFER AND SHEN LABS REPORTED A STUDY IN 2016 OF A TUMOR SUPPRESSOR GENE CALLED RASSF1A, WHICH IS EPIGENETICALLY SILENCED IN MOST HUMAN CANCERS. IN ANALYZING THE LOSS OF THIS GENE, THEY FOUND THAT LIVER TUMORS RESULTED IN THE SUBJECT MICE, WITH VARYING EFFICIENCY DEPENDING ON THE GENETIC CIRCUMSTANCES. THIS STUDY SUGGESTS A MULTIPLE ROLES FOR RASSF1A IN SUPPRESSING LIVER CARCINOGENESIS (ZHANG ET AL., CANCER RESEARCH 76(9): 2824-2835). THE SHEN LABORATORY TOOK PART IN A GLOBAL ANALYSIS OF THE WHOLE-BLOOD DNA METHYLOMES OF 137 HIV+ INDIVIDUALS UNDER SUSTAINED THERAPY ALONG WITH 44 MATCHED HIV+ INDIVIDUALS. DECREASED METHYLATION OF THE HUMAN LEUCOCYTE ANTIGEN (HLA) LOCUS PREDICTED A LOWER CD4/CD8 T CELL RATIO, AND THIS RESULT LINKS MOLECULAR AGING, EPIGENETIC REGULATION, AND DISEASE PROGRESSION (GROSS ET AL., MOLECULAR CELL 62(2): 157-168). THE LAB ALSO HELPED TO DEVELOP A COMPUTATIONAL APPROACH TO STUDY TUMOR-INFILTRATING IMMUNE CELLS AND THEIR INTERACTIONS WITH CANCER CELLS. THIS WORK ESTABLISHED IMMUNE-INFILTRATE LEVELS, CLINICAL ASSOCIATIONS, AND PREDICTED THERAPEUTIC MARKERS, WHICH TOGETHER MAY AID IN THE PURSUIT OF EFFECTIVE CANCER VACCINES AND CHECKPOINT BLOCKADE THERAPIES (LI ET AL., GENOME BIOLOGY 17:174).
FORM 990, PART III, LINE 4C LINE 4C - PROGRAM SERVICE ACTIVITY #3 CENTER FOR NEURODEGENERATIVE SCIENCE THE CENTER WAS ESTABLISHED IN 2011 UNDER PATRIK BRUNDIN, M.D., PH.D., WHO IS ALSO VARI'S ASSOCIATE DIRECTOR. THE CENTER HAS SEVEN LABORATORIES STUDYING PARKINSON'S DISEASE, AGING, PRIONS, ALZHEIMER'S DISEASE, AND THE RELATIONSHIP BETWEEN DEPRESSION, SUICIDE, AND BRAIN INFLAMMATION. JEFFREY KORDOWER, PH.D., A PROFESSOR AT RUSH UNIVERSITY, HOLDS A 25% APPOINTMENT IN THE CENTER. VIVIANE LABRIE, PH.D., JOINED THE CENTER IN 2016 AS AN ASSISTANT PROFESSOR. CENTER RESEARCHERS IN 2016 RECEIVED R01 AND R21 AWARDS FROM NIH AS WELL AS AWARDS FROM THE BRAIN AND BEHAVIOR RESEARCH FOUNDATION, THE EAST TENNESSEE FOUNDATION, FIVE GRANTS FROM THE MICHAEL J. FOX FOUNDATION, ONE GRANT FROM PINE REST CHRISTIAN MENTAL HEALTH SERVICES, AND AN INDUSTRY CONTRACT AWARD FROM HOFFMAN-LA ROCHE. PRIONS, WHICH CAUSE NEURODEGENERATIVE DISEASES, ARE THE MAIN FOCUS OF RESEARCH IN THE LABORATORY OF JIYAN MA, PH.D. ONE STUDY EXPLORED THE ROLE OF A STRING OF FOUR THREONINES IN THE CONVERSION OF NORMAL PRION PROTEIN INTO THE DISEASE-CAUSING FORM. THE RESULTS SUGGESTED A THEORY FOR THE CONTRADICTORY RESEARCH RESULTS THAT HAVE BEEN PREVIOUSLY PUBLISHED. THEY ALSO GAVE NEW INSIGHTS INTO THE RELATIONSHIPS BETWEEN PRION STABILITY, STRUCTURE, AND SEEDED CONFORMATIONAL CHANGES, WHICH WILL AID IN UNDERSTANDING PRION INFECTIVITY (ABSKHARON ET AL., SCIENTIFIC REPORTS 6:38877). ANOTHER STUDY FOUND THAT PRION PROTEIN EXPRESSION IN GASTRIC CANCER WAS SIGNIFICANTLY LESS FREQUENT THAN IN NONCANCEROUS GASTRIC TISSUE AND WAS ASSOCIATED WITH TNM STAGE, SURVIVAL STATUS, AND SURVIVAL TIME. PATIENTS AT HIGHER TNM STAGES HAD SIGNIFICANTLY LOWER EXPRESSION OF PRION PROTEIN IN THEIR TUMORS (TANG ET AL., JOURNAL OF CANCER 7(8): 984-990). IN A SEPARATE PROJECT ON PARKINSON'S DISEASE, THE LAB FOUND THAT HYDROXYTYROSOL (HT), A MAJOR COMPONENT OF OLIVE OIL, PROTECTED DOPAMINERGIC SH-SY5Y CELLS AGAINST DOPAMINE-INDUCED CELL DEATH. IT ALSO EFFICIENTLY INDUCED EXPRESSION OF DETOXIFYING ENZYMES SUCH AS NAD(P)H QUINONE OXIDOREDUCTASE 1, WHICH CONTRIBUTED TO THE PROTECTIVE EFFECT AGAINST CELL DEATH. THIS RESULT SUPPORTS THE BENEFICIAL EFFECT OF OLIVE OIL ON DOPAMINERGIC NEURONS (YU, ET AL., NEUROCHEMISTRY INTERNATIONAL 96: 113-120). THE QUESTION OF WHETHER PARKINSON'S DISEASE SPREADS IN A PRION LIKE MANNER WAS ADDRESSED IN 2016 IN TWO REVIEWS. ONE REVIEW FOCUSED ON THE POSSIBLE MECHANISMS BY WHICH ALPHA-SYNUCLEIN MISFOLDING MIGHT PROPAGATE THROUGHOUT THE BRAIN VIA A PRION-LIKE SPREADING (TYSON ET AL., JOURNAL OF NEUROCHEMISTRY 139(S1): 275-289). A SECOND REVIEW DESCRIBES EVIDENCE OF ALPHA-SYNUCLEIN'S DISEASE-PROPAGATING PROPERTIES. THE FINDING THAT ALPHA-SYNUCLEIN PATHOLOGY CAN SPREAD BETWEEN BRAIN REGIONS IN NEURODEGENERATIVE DISEASE HAS EXPANDED OUR THINKING ABOUT NEW DIAGNOSTIC TOOLS AND THERAPIES THAT MAY BENEFIT PATIENTS SUFFERING FROM PARKINSON'S DISEASE (BRUNDIN ET AL., CURRENT OPINION IN NEUROLOGY 29(4): 459-466). THE COETZEE LABORATORY ASSESSED GENETIC RISK FOR PARKINSON'S DISEASE IN 77 CELL TYPES. THE FINDINGS SHOWED RISK LOCI UNEXPECTEDLY PRESENT IN NON-NEURONAL CELL TYPES INCLUDING LYMPHOCYTES, MESENDODERM, LIVER CELLS, AND FAT CELLS, INDICATING THAT CELL TYPES OUTSIDE THE BRAIN ARE INVOLVED IN THE GENETIC PREDISPOSITION TO PARKINSON'S DISEASE (COETZEE ET AL., SCIENTIFIC REPORTS 6: 30509). ANOTHER STUDY INVOLVING THE LABORATORY OF PATRIK BRUNDIN IDENTIFIED GENETIC LOCI THAT LINKED SUSCEPTIBILITY TO PARKINSON'S-LIKE NEURODEGENERATIVE CHANGES TO THE LOSS OF ONE ALLELE OF THE EN1 GENE. THESE LOCI SHOULD BE OF PRIME INTEREST FOR STUDIES OF PARKINSON'S-LIKE DAMAGE IN RODENT MODELS AND IN CLINICAL ASSOCIATION STUDIES OF PARKINSON'S DISEASE (KUROWSKA ET AL., SCIENTIFIC REPORTS 6: 31701). A STUDY FOUND THAT ALPHA-SYNUCLEIN FIBRILS INJECTED INTO THE OLFACTORY BULB OF MICE RECRUITED ENDOGENOUS ALPHA-SYNUCLEIN INTO AGGREGATES THAT SUBSEQUENTLY SPREAD THROUGH THE OLFACTORY NETWORK AND THEN TO DISTANT BRAIN REGIONS. THE SPREADING PATHOLOGY CAUSED PROGRESSIVE, SPECIFIC OLFACTORY DEFICITS, SHOWING THAT THE SPREAD IS DETRIMENTAL, AND INDICATING THIS THIS IS A USEFUL MOUSE MODEL OF PARKINSON'S DISEASE (REY ET AL., JOURNAL OF EXPERIMENTAL MEDICINE 213(9): 1759-1778). RESEARCH ON THE MITOCHONDRIAL PYRUVATE CARRIER PROTEIN (MPC) FOUND THAT ITS LONG-TERM TARGETING PRESERVED MOTOR FUNCTION, RESCUED THE NIGROSTRIATAL PATHWAY, AND REDUCED NEUROINFLAMMATION IN THE EN1+/- MOUSE MODEL OF PARKINSON'S DISEASE. THE RESULTING CHANGES IN METABOLIC SIGNALING WERE NEUROPROTECTIVE AND ANTI-INFLAMMATORY IN SEVERAL MODELS, SUGGESTING THAT THE MPC MAY BE A USEFUL THERAPEUTIC TARGET (GHOSH ET AL., SCIENCE TRANSLATIONAL MEDICINE 368: 368RA174). A STUDY BY THE MOORE LABORATORY ON THE DROSOPHILA BRAIN PROVIDED A SYSTEMATIC ANALYSES OF THE EFFECTS OF HUMAN LRRK2 PROTEIN EXPRESSED IN DROSOPHILA NEURONS, MODELING HUMAN PARKINSON'S DISEASE. THE RESEARCH SHOWED FOR THE FIRST TIME THAT THE R1441C MUTATION, LOCATED WITHIN THE LRRK2 GTPASE DOMAIN, PRODUCES INCREASED PHOSPHORYLATION OF SYNAPTIC VESICLE PROTEINS IN THE BRAIN (ISLAM ET AL., HUMAN MOLECULAR GENETICS 25(24): 5365-5382). IN A STUDY OF HUNTINGTON'S DISEASE, THE VAN RAAMSDONK LABORATORY EXAMINED THE EFFECT OF DELETING INDIVIDUAL SUPEROXIDE DISMUTASE GENES IN A WORM MODEL. THE RESULTS SUGGESTED THAT THE RESULTING INCREASE IN OXIDATIVE STRESS DID NOT CONTRIBUTE TO THE DISEASE SYMPTOMS IN THESE WORMS, AND THIS FACT MAY EXPLAIN THE FAILURE OF ANTIOXIDANTS IN HUNTINGTON'S DISEASE CLINICAL TRIALS (MICHIELA ET AL., NEUROBIOLOGY OF DISEASE 96: 11). IN 2016, THE LABORATORY OF LENA BRUNDIN, M.D., PH.D., PUBLISHED SEVERAL STUDIES ON THE MOLECULAR ASPECTS OF DEPRESSION AND SUICIDE, PARTICULARLY THE KYNURENINE PATHWAY AND ITS COMPONENTS. RESULTS FROM ONE STUDY SUGGEST THAT INCREASED QUINOLINIC ACID LEVELS MAY RESULT FROM REDUCED ACTIVITY OF ACMS DECARBOXYLASE IN SUICIDAL SUBJECTS. THE POSSIBILITIES THAT MEASURES OF KYNURENINE METABOLITES MAY BE BIOMARKERS OF SUICIDE RISK, AND THAT ACMS DECARBOXYLASE IS A POTENTIAL THERAPEUTIC TARGET, ARE BEING EXPLORED (BRUNDIN ET AL., TRANSLATIONAL PSYCHIATRY 6: E865). IN ANOTHER STUDY, THE DATA DID NOT SUPPORT THE HYPOTHESIS THAT HIGHER AMOUNTS OF KYNURENINE METABOLITES WOULD BE FOUND IN THE PLASMA OF PATIENTS HAVING INTERMITTENT EXPLOSIVE DISORDER AND WOULD BE ASSOCIATED WITH PLASMA INFLAMMATION. HOWEVER, THE RESULT POINTS TO A DYSREGULATION OF THE KYNURENINE PATHWAY METABOLITES, AND FURTHER WORK IS NEEDED TO EXPLORE THEIR ROLE IN INFLAMMATION AND AGGRESSION IN THESE PATIENTS (COCCARO ET AL., PSYCHONEUROENDOCRINOLOGY 71: 189-196). A THIRD STUDY FOUND THAT CHRONIC TOXOPLASMA GONDII INFECTION AND ELEVATED KYNURENINE ARE INDIVIDUALLY ASSOCIATED WITH NON-FATAL SUICIDAL SELF-DIRECTED VIOLENCE (NF-SSDV). T. GONDII AND KYNURENINE MAY HAVE A NONLINEAR, CUMULATIVE EFFECT ON THE RISK OF NF-SSDV AMONG THOSE WITH SCHIZOPHRENIA. CONFIRMATION OF THESE RESULTS WOULD HAVE IMPLICATIONS FOR PREVENTING AND TREATING SUICIDAL BEHAVIOR (OKUSAGA ET AL., JOURNAL OF PSYCHIATRIC RESEARCH 72(1): 74-81). OTHER RESEARCH FROM THE THE L. BRUNDIN LABORATORY MEASURED THE CEREBROSPINAL FLUID LEVELS OF HYALURONIC ACID AND THE CD44 MOLECULE IN SUICIDE ATTEMPTERS AND IN HEALTHY CONTROLS. SUICIDE ATTEMPTERS HAD HIGHER LEVELS OF HYALURONIC ACID, AND CD44 LEVELS CORRELATED WITH THE MMP9 ENZYME. THE INCREASE IN HYALURONIC ACID MIGHT RESULT FROM NEUROINFLAMMATION AND PLAY A ROLE IN THE PATHOLOGY OF SUICIDAL BEHAVIOR, AND THE CD44 SIGNALING PATHWAY MIGHT BE A NOVEL TARGET FOR INTERVENTION IN MOOD DISORDERS (VENTORP ET AL., JOURNAL OF AFFECTIVE DISORDERS 193: 349-354).
FORM 990, PART IX, COLUMN D FUNDRAISING EXPENSES AT VARI WERE INCURRED TO SUPPORT THE MISSION OF THE RESEARCH INSTITUTE THROUGH DONOR SOLICITATION, GRANT SOLICITATION AND EXTRAMURAL PROPOSAL PREPARATION.
FORM 990, PART X, LINE 33 VARI NET ASSETS ARE CONSIDERED ON A CONSOLIDATED BASIS WITH VAN ANDEL INSTITUTE (VAI), VAN ANDEL EDUCATION INSTITUTE (VAEI), AND RELATED PARTIES. ON A CONSOLIDATED BASIS, NET ASSETS ARE $1,417,500,000 PER AUDITED FINANCIAL STATEMENTS. THE NEGATIVE NET ASSET BALANCE AT VARI IS DUE TO VAI FUNDING EXPENSES ON A CASH BASIS AND THE UNREALIZED LOSS RECORDED IN ASSOCIATION WITH THE INTEREST RATE SWAP.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


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SCHEDULE R
(Form 990)

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

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
VAN ANDEL RESEARCH INSTITUTE
 
Employer identification number

52-2000823
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) VAI INNOVATIONS LLC
333 BOSTWICK AVENUE NE
GRAND RAPIDS,MI495032518
52-2000823
LICENSING INTELLECTUAL PROPERTY OF VARI MI 0 0 VAN ANDEL RESEARCH INSTITUTE
 
(2) BOSTWICK EVENT MANAGEMENT
333 BOSTWICK AVENUE NE
GRAND RAPIDS,MI495032518
52-2000823
EVENT MANAGEMENT MI 29,524 118,903 VAN ANDEL RESEARCH INSTITUTE
 








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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)VAN ANDEL INSTITUTE
333 BOSTWICK AVENUE NE

GRAND RAPIDS,MI495032518
52-2000820
SUPPORTING ORGANIZATION FOR VARI AND VAEI MI 501(C)(3) 11C N/A
 
No
(2)VAN ANDEL EDUCATION INSTITUTE
333 BOSTWICK AVENUE NE

GRAND RAPIDS,MI495032518
52-2000824
OPERATING A SCIENCE EDUCATION PROGRAM MI 501(C)(3) 2 VAN ANDEL INSTITUTE
 
Yes
 
(3)VAN ANDEL INSTITUTE GRADUATE SCHOOL
333 BOSTWICK AVENUE NE

GRAND RAPIDS,ME495032518
20-3340886
OPERATING A GRADUATE SCHOOL MI 501(C)(3) 2 VAN ANDEL EDUCATION INSTITUTE
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No












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












Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) VAN ANDEL INSTITUTE

C 33,586,093 ACTUAL AMOUNT PAID
(2) VAN ANDEL INSTITUTE

E 44,560,000 TOTAL RECORDED
(3) VAN ANDEL INSTITUTE

N 295,693 ALLOCATION BASED ON SQ. FOOTAGE
(4) VAN ANDEL INSTITUTE

P 405,018 ACTUAL AMOUNT PAID
(5) VAN ANDEL INSTITUTE

N 131,353 ALLOCATION BASED ON EFFORT
(6) VAN ANDEL INSTITUTE

O 1,132,566 ALLOCATION BASED ON EFFORT
(7) VAN ANDEL EDUCATION INSTITUTE

P 106,010 ACTUAL AMOUNT PAID
(8) VAN ANDEL EDUCATION INSTITUTE

Q 491,705 ACTUAL AMOUNT RECEIVED
(9) VAN ANDEL EDUCATION INSTITUTE

N 33,145 ALLOCATION BASED ON EFFORT
(10) VAN ANDEL EDUCATION INSTITUTE

O 285,788 ALLOCATION BASED ON EFFORT
(11) VAN ANDEL INSTITUTE GRADUATE SCHOOL

O 77,272 APPORTIONED FY15 COMPENSATION
(12) VAN ANDEL INSTITUTE GRADUATE SCHOOL

N 15,959 ALLOCATION BASED ON EFFORT
(13) VAN ANDEL INSTITUTE GRADUATE SCHOOL

N 166,327 ALLOCATION BASED ON SQ. FOOTAGE
(14) VAN ANDEL INSTITUTE GRADUATE SCHOOL

Q 200,838 ACTUAL AMOUNT RECEIVED
(15) VAN ANDEL INSTITUTE GRADUATE SCHOOL

O 137,601 ALLOCATION BASED ON EFFORT
(16) VAN ANDEL INSTITUTE

Q 3,441,326 ACTUAL AMOUNT PAID
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




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


Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

Additional Data


Software ID:  
Software Version: