Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 07-01-2015 , and ending 06-30-2016
Name of foundation
John E Fetzer Institute Inc
 
% BRADLEY S MILLER
Number and street (or P.O. box number if mail is not delivered to street address)9292 West KL Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Kalamazoo, MI490095316
A Employer identification number

38-6052788
B Telephone number (see instructions)

(269) 375-2000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$517,023,002J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,920,842
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 7,054,342 7,054,342 7,054,342
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,285,345
b Gross sales price for all assets on line 6a 308,142,063
7 Capital gain net income (from Part IV, line 2)... 10,285,345
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 406,485 5,279 6,485
12 Total. Add lines 1 through 11........ 20,667,014 17,344,966 7,060,827
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,549,057     1,549,057
14 Other employee salaries and wages...... 2,994,428     2,994,428
15 Pension plans, employee benefits....... 1,605,333     1,605,225
16a Legal fees (attach schedule)......... Click to see attachment 38,865 0 0 39,869
b Accounting fees (attach schedule)....... Click to see attachment 33,584 0 0 33,584
c Other professional fees (attach schedule).... Click to see attachment 1,997,896 1,030,740 1,030,740 971,067
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 320,000 185,073 185,073  
19 Depreciation (attach schedule) and depletion... Click to see attachment 741,709    
20 Occupancy.............. 911,938 12,365 12,365 926,014
21 Travel, conferences, and meetings....... 416,682     400,659
22 Printing and publications.......... 23,955     23,955
23 Other expenses (attach schedule)....... Click to see attachment 4,041,100 3,125 3,125 4,339,716
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,674,547 1,231,303 1,231,303 12,883,574
25 Contributions, gifts, grants paid....... 839,980 829,080
26 Total expenses and disbursements. Add lines 24 and 25 15,514,527 1,231,303 1,231,303 13,712,654
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,152,487
b Net investment income (if negative, enter -0-) 16,113,663
c Adjusted net income (if negative, enter -0-)... 5,829,524
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   140,037 140,037
2 Savings and temporary cash investments......... 0    
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet1,000,000
Less: allowance for doubtful accounts bullet   1,000,000 Click to see attachment1,000,000 1,000,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 328,185 408,436 408,436
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 410,218,391 Click to see attachment392,958,639 392,958,639
c Investments—corporate bonds (attach schedule)....... 61,376,542 Click to see attachment64,045,681 64,045,681
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 47,978,458 Click to see attachment47,104,093 47,104,093
14 Land, buildings, and equipment: basis bullet27,887,460
Less: accumulated depreciation (attach schedule) bullet17,372,483 11,129,565 10,514,977 10,514,977
15 Other assets (describe bullet) Click to see attachment593,102 Click to see attachment851,139 Click to see attachment851,139
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 532,624,243 517,023,002 517,023,002
Liabilities 17 Accounts payable and accrued expenses.......... 2,190,042 1,526,711
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment6,093,837 Click to see attachment5,927,514
23 Total liabilities (add lines 17 through 22)......... 8,283,879 7,454,225
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 524,340,364 509,568,777
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 524,340,364 509,568,777
31 Total liabilities and net assets/fund balances (see instructions). 532,624,243 517,023,002
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
524,340,364
2
Enter amount from Part I, line 27a .....................
2
5,152,487
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
529,492,851
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
19,924,074
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
509,568,777
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a NORTHERN TRUST - LONG TERM P   2015-06-30
b NORTHERN TRUST - SHORT TERM P   2015-06-30
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 219,404,697   204,836,160 14,568,537
b 88,737,366   93,020,558 -4,283,192
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       14,568,537
b       -4,283,192
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 10,285,345
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -4,283,192
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 15,837,566 509,720,813 0.031071
2013 17,721,089 480,347,340 0.036892
2012 24,977,537 424,295,875 0.058868
2011 20,056,655 397,892,328 0.050407
2010 21,758,754 404,943,728 0.053733
2
Total of line 1, column (d) .....................
20.230971
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.046194
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
491,229,924
5
Multiply line 4 by line 3......................
5
22,691,875
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
161,137
7
Add lines 5 and 6........................
7
22,853,012
8
Enter qualifying distributions from Part XII, line 4.............
8
13,839,775
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 322,273
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 322,273
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 322,273
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 344,293
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 344,293
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 22,020
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet22,020 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.FETZER.ORG
    14
    The books are in care ofbulletBRADLEY S MILLER Telephone no.bullet (269) 375-2000

    Located atbullet9292 WEST KL AVENUEKalamazooMI ZIP+4bullet490095316
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBERT F LEHMAN PRES EMERITUS, CHAIR & TRUSTEE
    40.0     		316,266 31,627 20,492
    9292 West KL Avenue
    Kalamazoo,MI490095316
    FRANCES E VAUGHAN TRUSTEE
    8.0     		35,100 0 0
    9292 West KL Avenue
    Kalamazoo,MI490095316
    CAROLYN T BROWN TRUSTEE
    8.0     		70,200 0 0
    9292 West KL Avenue
    Kalamazoo,MI490095316
    BRUCE M CARLSON TRUSTEE
    8.0     		70,200 0 0
    9292 West KL Avenue
    Kalamazoo,MI490095316
    LYNNE TWIST TRUSTEE
    8.0     		70,200 0 0
    9292 West KL Avenue
    Kalamazoo,MI490095316
    KATHLEEN M CAVANAUGH PLANNING OFFICER/SECRETARY
    40.0     		142,653 14,265 10,675
    9292 West KL Avenue
    Kalamazoo,MI490095316
    TIMOTHY J JONES VICE PRESIDENT OPERATIONS
    40.0     		180,069 18,007 19,760
    9292 West KL Avenue
    Kalamazoo,MI490095316
    ROBERT A BOISTURE PRESIDENT & TRUSTEE
    40.0     		495,426 27,243 86,343
    9292 West KL Avenue
    Kalamazoo,MI490095316
    DEBORAH S HIGGINS Vice President of Programs
    40.0     		168,943 16,894 19,557
    9292 West KL Avenue
    Kalamazoo,MI490095316
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    BRAD MILLER DIRECTOR OF FINANCE
    40.0     		127,456 12,746 24,376
    9292 WEST KL AVENUE
    KALAMAZOO,MI490095316
    JULIE GANT DIR IS & SERVICES
    40.0     		110,764 11,076 10,527
    9292 WEST KL AVENUE
    KALAMAZOO,MI490095316
    GILLIAN GONDA PROGRAM OFFICER
    40.0     		103,696 10,370 24,159
    9292 WEST KL AVENUE
    KALAMAZOO,MI490095316
    KURIAN THOMAS PROGRAM OFFICER
    40.0     		101,165 10,117 24,670
    9292 WEST KL AVENUE
    KALAMAZOO,MI490095316
    SHARIF AZAMI PROGRAM OFFICER
    40.0     		98,061 9,806 19,484
    9292 WEST KL AVENUE
    KALAMAZOO,MI490095316
    Total number of other employees paid over $50,000...................bullet 24
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    KRISTA TIPPETT PUBLIC PRODUCTIONS PROGRAM CONSULTING 550,000
    1619 HENNEPIN AVENUE SOUTH
    MINNEAPOLIS,MN55403
    Cultural & Educational Media Program Consulting 246,239
    Industrial Center Bldg 480 gate 5
    SAUSALITO,CA94965
    REDROCK INFORMATION SECURITY IT Consultants 201,351
    401 HALL STREET SW STE 408
    GRAND RAPIDS,MI49503
    May General Contracting General Contractor 187,212
    1822 Alamo Ave
    KALAMAZOO,MI49006
    Custer Workplace Interiors Design Consultants 182,199
    217 Grandville Ave SW 100
    GRAND RAPIDS,MI49503
    Total number of others receiving over $50,000 for professional services.............bullet44
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 ON BEING SEE FOOTNOTE #1 513,143
    2 GLOBAL SPIRIT COLLABORATION SEE FOOTNOTE #2 227,388
    3 CONTEMPLATIVE PEDAGOGY IN HIGHER EDUCATION SEE FOOTNOTE #3 163,900
    4 PARTNERSHIP WITH PACHAMAMA ALLIANCE - BUSINESS ENGAGEMENT SEE FOOTNOTE #4 112,500
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    260,787,341
    b
    Average of monthly cash balances.......................
    1b
    177,419
    c
    Fair market value of all other assets (see instructions)................
    1c
    237,745,823
    d
    Total (add lines 1a, b, and c).........................
    1d
    498,710,583
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    498,710,583
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    7,480,659
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    491,229,924
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    24,561,496
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    13,712,654
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    127,121
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    13,839,775
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    13,839,775
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$  
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
    1995-03-09
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
    5,829,524 6,125,465 7,673,478 5,812,014 25,440,481
    b 85% of line 2a ......... 4,955,095 5,206,645 6,522,456 4,940,212 21,624,408
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		13,839,775 15,837,566 17,721,089 25,105,005 72,503,435
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		839,980 970,516 995,387 1,029,621 3,835,504
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		12,999,795 14,867,050 16,725,702 24,075,384 68,667,931
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 517,023,002 532,624,243 532,800,038 462,945,654 2,045,392,937
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		16,374,331 16,990,694 16,011,578 14,143,196 63,519,799
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Animal's Best Friend Fund Inc
    PO Box 443
    Oshtemo,MI490770443     		NONE PC INSTITUTIONAL SUPPORT 9,380
    CENTERPOINT CHURCH
    2345 NORTH 10TH STREET
    KALAMAZOO,MI490099185     		NONE PC INSTITUTIONAL SUPPORT 9,950
    CULTURE IS NOT OPTIONAL
    PO BOX 1
    THREE RIVERS,MI49093     		NONE PC INSTITUTIONAL SUPPORT 6,960
    ERANOS FOUNDATION
    VIA BARAGGIE 3
    ASCONA   CH-6612
    SZ     		NONE PC INSTITUTIONAL SUPPORT 50,000
    Global Peace Initiative of Women
    301 EAST 57TH STREET 4TH FLOOR
    NEW YORK,NY100225917     		NONE PC Conference Support 10,000
    HARLEM CHILDREN'S ZONE INC
    35 EAST 125TH STREET
    NEW YORK,NY10035     		NONE PC INSTITUTIONAL SUPPORT 10,000
    KALAMAZOO COMMUNITY FOUNDATION
    402 EAST MICHIGAN AVENUE
    KALAMAZOO,MI490073888     		NONE PC COMMUNITY GIVING 323,765
    LAKE OF THE ISLES LUTHERAN CHURCH
    2020 WEST LAKE OF THE ISLES
    PARKWAY
    MINNEAPOLIS,MN554052438     		NONE PC INSTITUTIONAL SUPPORT 10,900
    MT ZION BAPTIST CHURCH
    120 ROBERSON
    KALAMAZOO,MI490073357     		NONE PC INSTITUTIONAL SUPPORT 30,000
    PACHAMAMA ALLIANCE
    PRESIDIO BLDG 1009
    SAN FRANCISCO,CA941299191     		NONE PC INSTITUTIONAL SUPPORT 25,000
    SCHWAB CHARITABLE FUND
    211 MAIN STREET FLOOR 10
    SAN FRANCISCO,CA94105     		NONE PC INSTITUTIONAL SUPPORT 21,466
    ST THOMAS MORE CATHOLIC STUDENT PARISH
    421 MONROE STREET
    KALAMAZOO,MI490064437     		NONE PC INSTITUTIONAL SUPPORT 20,500
    UNION CONGREGATIONAL CHURCH
    401 LAKE AVENUE
    HACKENSACK,MN56452     		NONE PC INSTITUTIONAL SUPPORT 15,000
    WESTERN MICHIGAN UNIVERSITY
    1903 WEST MICHIGAN
    KALAMAZOO,MI490085403     		NONE PC INSTITUTIONAL SUPPORT 50,355
    MISCELLANEOUS
    AVAILABLE UPON REQUEST
    KALAMAZOO,MI49009     		NONE PC Institutional Support 144,689
    COMMONWEAL
    PO Box 316
    Bolinas,CA949240316     		NONE PC Institutional Support 10,000
    Conspirare
    505 E Huntland Dr Ste 155
    Austin,TX78752     		none PC Institutional Support 20,000
    Diocese of Kalamazoo
    215 N Westnedge Ave
    Kalamazoo,MI490073718     		none PC Institutional Support 7,400
    Doctors Without Borders USA Inc
    333 Seventh Ave 2nd Floor
    New York,NY100015004     		none PC Institutional Support 11,100
    Foundation for Shamanic Studies Inc
    PO Box 1939
    Mill Valley,CA949421939     		NONE PC Institutional Support 10,000
    From Mission to Mission
    303 Atwood Street
    Longmont,CO80501     		NONE PC Institutional Support 6,515
    HERE Arts Center
    145 6th Ave
    New York,NY10013     		NONE PC Institutional Support 5,000
    Park Club Historic Foundation
    219 West South Street
    Kalamazoo,MI490074707     		none PC Institutional Support 6,000
    Portage Chapel Hill United Methodist Church
    7028 Oakland Drive
    PORTAGE,MI490244148     		NONE PC Institutional Support 5,100
    Society for the Study of Myth and Tradition
    20 West 20th St 2nd Floor
    New York,NY10011     		NONE PC Institutional Support 10,000
    Total .................................bullet 3a 829,080
    bApproved for future payment
    MISCELLANEOUS
    AVAILABLE UPON REQUEST
    KALAMAZOO,MI49009     		NONE PC VARIOUS 1,100
    Northstar School
    242 West Jackson St 452
    Hayward,CA94544     		none PC Institutional Support 10,000
    Total .................................bullet 3b 11,100
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 7,054,342  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 10,285,345  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aROYALTIES     		    15 5,279  
    bOTHER MISCELLANEOUS     01 1,206  
    cDEFERRED TAX EXPENSE     01 400,000  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   17,746,172  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1317,746,172
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    John E Fetzer Institute Inc
     
    Employer identification number

    38-6052788
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    John E Fetzer Institute Inc
          		Employer identification number
    38-6052788
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    JOHN E FETZER MEMORIAL TRUST  
    PO BOX 117
     
    VICKSBURG, MI49097

    		$ 2,915,969


    (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
    John E Fetzer Institute Inc
          		Employer identification number

    38-6052788
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    John E Fetzer Institute Inc
          		Employer identification number

    38-6052788
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT AND TAX SERVICES 33,584     33,584

    TY 2015 AllOthProgRltdInvestmentsSch
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Category Amount
    NONE  

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

    TY 2015 DepreciationSchedule
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2015 GeneralExplanationAttachment
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Identifier Return Reference Explanation
    Form 990-PF, Footnote #1 Form 990-PF, Footnote #1 ON BEING - THIS PROJECT IS A COLLABORATIVE EFFORT TO DEVELOP A RESEARCH TEAM AND APPROACH TO DEVELOP A DEEPER UNDERSTANDING OF THE FORCES SHAPING INDIVIDUAL AND COMMUNITY SPIRITUALITY AND SENSE OF THE SACRED.
    Form 990-PF, Footnote #2 Form 990-PF, Footnote #2 GLOBAL SPIRIT COLLABORATION - THIS PROJECT SPONSORS FOUR PROGRAMS IN THE GLOBAL SPIRIT TELEVISION SERIES TO AMPLIFY WORK IN THE WORLD THAT IS CLOSELY ALIGNED WITH THAT OF THE INSTITUTE. THE INSTITUTE WILL ALSO LEARN ABOUT HOW PEOPLE EXPERIENCE AND DESCRIBE THEIR SENSE OF THE SACRED; AND HOW COMMUNITIES OF FREEDOM AND AN EMERGING CULTURAL NARRATIVE MIGHT SERVE TO DEEPEN A SENSE OF THE SACRED.
    Form 990-PF, Footnote #3 Form 990-PF, Footnote #3 CONTEMPLATIVE PEDAGOGY IN HIGHER EDUCATION - This project supports working group meetings, a national conference, and piloting ten contemplative communities on college campuses. Spiritual Community in Higher Education is an effort to identify the degree to which contemplative pedagogy is extant in higher education, determine the impact of contemplative pedagogy on students, faculty, and administration; and ascertain the revelance and feasibility of piloting contemplative networks on campus in support of a broader contemplative movement in higher education.
    FORM 990-PF, FOOTNOTE #4 FORM 990-PF, FOOTNOTE #4 PARTNERSHIP WITH PACHAMAMA ALLIANCE (BUSINESS ENGAGEMENT) - This project explores strategies for broader dissemination of Pachamama Alliance's transformational educational programs and materials within major business entitites and the possibility of establishing a business leadership group committed to helping catalyze and support a spiritually grounded global movement for personal and social transformation.

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NORTHERN TRUST GOVT BONDS 39,928,041 39,928,041
    NORTHERN TRUST CORPORATE BONDS 24,117,640 24,117,640

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 157,933,765 157,933,765
    VENTURE CAPITAL/PARTNERSHIPS 158,806,949 158,806,949
    HEDGE FUNDS 76,217,925 76,217,925

    TY 2015 InvestmentsOtherSchedule2
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SHORT TERM INV - NORTHERN   14,892,165 14,892,165
    REAL ESTATE PARTNERSHIPS   32,211,928 32,211,928

    TY 2015 LegalFeesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 38,865     39,869


    TY 2015 OtherAssetsSchedule
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INVESTMENT INCOME 593,102 851,139 851,139


    TY 2015 OtherDecreasesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Description Amount
    UNREALIZED SECURITY GAIN/LOSS 19,924,074


    TY 2015 OtherExpensesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 142,138     143,920
    TELEPHONE & COMPUTER SERVICES 270,716     276,031
    POSTAGE 11,484 340 340 11,469
    EQUIPMENT MAINTENANCE 151,902     171,719
    MEMBERSHIPS 61,252     61,277
    LIBRARY 62,870 2,785 2,785 61,376
    TRAINING/EMPLOYEE DEVELOPMENT 540,564     565,371
    CAFETERIA (NET) 105,444     104,003
    INSURANCE/PROPERTY TAXES 200,190     200,190
    PUBLIC RELATIONS 33,811     33,811
    CONTRACTED RESEARCH SERVICES 2,449,558     2,699,378
    MISCELLANEOUS 11,171     11,171


    TY 2015 OtherIncomeSchedule2
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 5,279 5,279 5,279
    OTHER MISCELLANEOUS 1,206   1,206
    DEFERRED TAX EXPENSE 400,000    


    TY 2015 OtherLiabilitiesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Description Beginning of Year - Book Value End of Year - Book Value
    POST RETIREMENT HEALTH BENEFIT 3,433,837 3,667,514
    DEFERRED EXCISE TAX 2,660,000 2,260,000


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    TY 2015 OtherNotesLoansRcvblLongSch
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    CALVERT FOUNDATION   1,030,000 1,000,000   2014-10 BALLOON PAYMENT 10000 % NONE PROVIDE LOW INTEREST LOANS TO NON-PROFIT ORG.    

    TY 2015 OtherProfessionalFeesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT & CUSTODIAL 1,125,558 1,024,257 1,024,257 101,300
    CONSULTANTS 872,338 6,483 6,483 869,767


    TY 2015 TaxesSchedule
    Name:
    John E Fetzer Institute Inc
    EIN:
    38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 320,000      
    FOREIGN TAXES 0 185,073 185,073