Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
Name of foundation
JOHN E FETZER INSTITUTE INC
 
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$582,119,447J 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) 3,761
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 6,851,514 11,130,237  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 40,199,719
b Gross sales price for all assets on line 6a 147,778,213
7 Capital gain net income (from Part IV, line 2)... 47,834,601
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 326,863 1,101,808  
12 Total. Add lines 1 through 11........ 47,381,857 60,066,646  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,402,439 0   2,395,034
14 Other employee salaries and wages...... 3,553,505 41,879   3,273,422
15 Pension plans, employee benefits....... 2,402,203 19,822   2,213,437
16a Legal fees (attach schedule)......... Click to see attachment 84,988 0   95,980
b Accounting fees (attach schedule)....... Click to see attachment 57,250 22,242   45,507
c Other professional fees (attach schedule).... Click to see attachment 3,346,054 1,069,297   2,007,301
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,360,568 239,822   0
19 Depreciation (attach schedule) and depletion... 1,022,367 0  
20 Occupancy.............. 626,731 0   728,653
21 Travel, conferences, and meetings....... 866,788 31,528   911,125
22 Printing and publications.......... 36,448 0   40,607
23 Other expenses (attach schedule)....... Click to see attachment 2,402,948 3,713,813   1,932,135
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,162,289 5,138,403   13,643,201
25 Contributions, gifts, grants paid....... 8,059,709 7,428,594
26 Total expenses and disbursements. Add lines 24 and 25 26,221,998 5,138,403   21,071,795
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 21,159,859
b Net investment income (if negative, enter -0-) 54,928,243
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 161,174 152,107 152,107
2 Savings and temporary cash investments.........      
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 bullet0 1,000,000 Click to see attachment1,000,000 1,000,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 336,613 41,063 41,063
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 136,832,306 Click to see attachment137,293,702 137,293,702
c Investments—corporate bonds (attach schedule)....... 63,104,650 Click to see attachment80,650,917 80,650,917
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 370,799,017 Click to see attachment349,290,291 349,290,291
14 Land, buildings, and equipment: basis bullet30,801,478
Less: accumulated depreciation (attach schedule) bullet18,607,122 12,481,270 12,194,356 12,194,356
15 Other assets (describe bullet) Click to see attachment1,032,690 Click to see attachment1,497,011 Click to see attachment1,497,011
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 585,747,720 582,119,447 582,119,447
Liabilities 17 Accounts payable and accrued expenses.......... 1,373,288 2,646,637
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 attachment7,709,043 Click to see attachment8,130,989
23 Total liabilities (add lines 17 through 22)......... 9,082,331 10,777,626
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 576,665,389 571,341,821
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 576,665,389 571,341,821
31 Total liabilities and net assets/fund balances (see instructions). 585,747,720 582,119,447
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
576,665,389
2
Enter amount from Part I, line 27a .....................
2
21,159,859
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
289,032
4
Add lines 1, 2, and 3 ..........................
4
598,114,280
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
26,772,459
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
571,341,821
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a NORTHERN TRUST - LONG TERM P    
b NORTHERN TRUST - SHORT TERM P    
c K-1 SHORT TERM P    
d K-1 LONG TERM P    
e K-1 SECTION 1231 GAIN/LOSS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 96,023,120   89,732,240 6,290,880
b 51,755,093   53,172,714 -1,417,621
c 3,766,917     3,766,917
d 39,151,063     39,151,063
e 43,362     43,362
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       6,290,880
b       -1,417,621
c       3,766,917
d       39,151,063
e       43,362
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 47,834,601
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 20,776,172 569,060,739 0.036510
2016 26,015,070 521,166,258 0.049917
2015 13,839,775 491,229,924 0.028174
2014 15,837,566 509,720,813 0.031071
2013 17,721,089 480,347,340 0.036892
2
Total of line 1, column (d) .....................
2
0.182564
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.036513
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
550,548,548
5
Multiply line 4 by line 3......................
5
20,102,179
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
549,282
7
Add lines 5 and 6........................
7
20,651,461
8
Enter qualifying distributions from Part XII, line 4,.............
8
21,538,799
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 549,282
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 549,282
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 549,282
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 960,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 960,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 350
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 10 410,368
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet410,368 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
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)
    bulletCA, FL, MI
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 A BOISTURE PRESIDENT & CEO & TRUSTEE
    40.00     		541,446 78,924 63,982
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    ROBERT F LEHMAN PRESIDENT EMERITUS & TRUSTEE
    40.00     		276,266 48,454 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    BRUCE M CARLSON EXECUTIVE VICE PRESIDENT & TRUSTEE
    40.00     		217,382 13,837 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    JONATHAN LEVER EXECUTIVE VICE PRESIDENT & COO
    40.00     		178,486 31,265 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    DEBORAH S HIGGINS VICE PRESIDENT OF PROGRAMS
    40.00     		248,544 46,714 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    TIMOTHY J JONES VICE PRESIDENT OF OPERATIONS
    40.00     		196,703 41,614 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    BRADLEY S MILLER ASSISTANT TREASURER & DIRECTOR OF FINA
    40.00     		180,990 45,946 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    KATHLEEN M CAVANAUGH PLANNING OFFICER/CORPORATE SECRETARY
    40.00     		157,892 27,504 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    CAROLYN T BROWN CHAIRPERSON OF BOARD
    8.00     		246,710 0 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    DANIEL J CARDINALI TRUSTEE
    8.00     		79,010 0 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    LYNNE TWIST TRUSTEE
    8.00     		79,010 0 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    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
    KURIAN THOMAS PROGRAM DIRECTOR
    40.00     		137,042 40,196 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    MOHAMMED H MOHAMMED PROGRAM DIRECTOR
    40.00     		131,526 40,205 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    GILLIAN K GONDA PROGRAM DIRECTOR
    40.00     		130,957 38,513 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    ANGELA H GRAHAM PROGRAM DIRECTOR
    40.00     		131,526 24,694 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    JULIE A GANT DIRECTOR OF ISS
    40.00     		130,806 25,017 0
    9292 WEST KL AVENUE
    KALAMAZOO,MI49009
    Total number of other employees paid over $50,000...................bullet 28
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    HATTAWAY COMMUNICATIONS COMMUNICATIONS CONSULTING 635,103
    1717 RHODE ISLAND AVE NW STE 650
    WASHINGTON,DC20036
    MAY GENERAL CONTRACTING BUILDING CONTRACTOR 379,064
    7940 W N AVE
    KALAMAZOO,MI49009
    INTERACTIVE KNOWLEDGE INC TECHNOLOGY CONSULTANT 344,234
    801-B CENTRAL AVENUE
    CHARLOTTE,NC28204
    REDROCK INFORMATION SECURITY IT SERVICE PROVIDER 296,035
    1101 40TH ST SE
    GRAND RAPIDS,MI49508
    ARIEL INVESTMENTS LLC INVESTMENT MANAGEMENT 197,325
    200 E RANDOLPH ST SUITE 2900
    CHICAGO,IL60601
    Total number of others receiving over $50,000 for professional services.............bullet38
    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 SPIRITUAL FORMATION: THE INSTITUTE BELIEVES THAT TENDING TO THE SPIRITUAL DIMENSION OF LIFE IS ESSENTIAL TO A MORE LOVING WORLD. THE INSTITUTE INVESTS IN PROJECTS AND PARTNERS THAT ENCOURAGE REFLECTIVE PRACTICES, CREATE INTERFAITH UNDERSTANDING, AND HONOR INDIVIDUAL SPIRITUAL PATHS. EXAMPLES OF PARTNERS ADVANCING THIS WORK INCLUDE: 1) INDEPENDENT SECTOR AND THEIR EFFORTS TO BRING INNER WORK PRACTICES TO CIVIL SOCIETY; 2) HARVARD DIVINITY SCHOOL'S RESEARCH AND SUPPORT OF EMERGING FORMS OF SPIRITUAL COMMUNITY IN CONTEMPORARY SOCIETY; 3) INTERFAITH YOUTH CORE'S SUPPORT OF RELIGIOUS PLURALISM AND DIVERSITY ON EIGHT AMERICAN UNIVERSITY CAMPUSES; AND 4) INITIATIVE OF CHANGE'S EFFORTS TO DEVELOP, PILOT, AND DISSEMINATE AN INTERNATIONAL FAITH-BASED TRUST-BUILDING PROGRAM. 3,480,000
    2 DEMOCRACY: TO HELP HEAL THE HEART OF AMERICAN DEMOCRACY, THE INSTITUTE BELIEVES THAT WE NEED TO UPHOLD SPIRITUAL AND MORAL VIRTUES THAT ENABLE US ALL TO FLOURISH AND CONTRIBUTE TO A SHARED VISION FOR OUR COMMUNITIES AND COUNTRY. TO THAT END, THE INSTITUTE SUPPORTS RESOURCE DEVELOPMENT, TRAININGS, RESEARCH, AND FAITH-BASED APPROACHES TO BRIDGING DIVIDES. EXAMPLES OF PARTNERS INCLUDE: 1) ETHICS AND RELIGIOUS LIBERTY COMMISSION AND ITS RESEARCH ON EVANGELICALS UNDERSTANDING OF THE PUBLIC SQUARE AND CONTRIBUTIONS TO A HEALTHY DEMOCRACY; 2) PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT'S EFFORTS IN FAITH-BASED INITIATIVES TO BRIDGE POLITICAL DIVIDES; 3) LIVING ROOM CONVERSATION'S AND BETTER ANGELS' DEVELOPMENT OF DIALOGUE METHODOLOGIES TO ADDRESS POLITICAL POLARIZATION AND SOCIAL DIVIDES. 1,476,000
    3 EDUCATION: THE INSTITUTE BELIEVES THAT SPIRITUAL AWARENESS AND CONTEMPLATIVE PEDAGOGY ARE NECESSARY FOR CHILDREN TO THRIVE. THE INSTITUTE INVESTS IN CURRICULA, DEMONSTRATION PROJECTS, AND THOUGHT LEADERSHIP THAT SUPPORTS WHOLE-PERSON EDUCATION. EXAMPLES OF PARTNERS ADVANCING THIS WORK INCLUDE: 1) CONTEMPLATIVE MIND IN SOCIETY'S WORK ADVANCING HOLISTIC, SPIRITUAL, AND CONTEMPLATIVE PEDAGOGY IN HIGHER EDUCATION; 2) MILLENNIUM SCHOOLS' IMPLEMENTATION OF A LARGE-SCALE, ONLINE TEACHER TRAINING PLATFORM; 3) THE COLLABORATIVE FOR SPIRITUALITY IN EDUCATION'S RESEARCH AND TRAINING EFFORTS TO CHANGE SCHOOL CULTURE TO PROMOTE SPIRITUAL AND MORAL DEVELOPMENT OF CHILDREN. 983,000
    4 MOVEMENT BUILDING:THE INSTITUTE BELIEVES ITS WORK MUST HELP INDIVIDUALS, COMMUNITIES, AND SOCIETIES MOVE FROM FEELINGS OF SEPARATION AND FEAR TO WHOLENESS AND LOVE. FETZER'S MOVEMENT BUILDING WORK INVESTS IN RESOURCES AND COMMUNICATION PLATFORMS THAT HELP REVEAL, INSPIRE, AND SERVE AN EXPANDING MOVEMENT OF SPIRITUAL AWARENESS AND TRANSFORMATION. EXAMPLES OF KEY PARTNERS ADVANCING THIS WORK ARE 1) IMAGES AND VOICES OF HOPE AND THEIR RESTORATIVE NARRATIVE FELLOWSHIPS FOR JOURNALISTS; 2) MAJOR NATIONAL CONFERENCES INCLUDING FESTIVAL OF FAITHS AND WISDOM 2.0; 3) UNIVERSITY OF WISCONSIN'S CENTER FOR HEALTHY MINDS AND ITS WORK DEVELOPING AN APP FOR SPIRITUAL WELL-BEING; AND 4) RELIGION NEWS SERVICE'S COVERAGE OF THE SPIRITUAL LANDSCAPE OF AMERICA. 801,000
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    558,605,883
    b
    Average of monthly cash balances.......................
    1b
    326,653
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    558,932,536
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    558,932,536
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,383,988
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    550,548,548
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    27,527,427
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    27,527,427
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    549,282
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    549,282
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    26,978,145
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    289,032
    5
    Add lines 3 and 4............................
    5
    27,267,177
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    27,267,177
    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
    21,071,795
    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
    467,004
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    21,538,799
    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
    549,282
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    20,989,517
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 27,267,177
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 21,538,799
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 21,538,799
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		5,728,378
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    49AZO INC
    3101 W MAIN ST
    KALAMAZOO,MI49006     		  PC MATCHING GRANT 500
    ACADEMY OF AMERICAN POETS
    75 MAIDEN LANE STE 901
    NEW YORK,NY10038     		  PC MATCHING GRANT 60
    ALL SPECIES KINSHIP
    PO BOX 4055
    BATTLE CREEK,MI49016     		  PC MATCHING GRANT 2,000
    ALLEGHENY MOUNTAIN INSTITUTE
    PO BOX 542
    STRAUNTON,VA244020542     		  PC MATCHING GRANT 500
    ALLIANCE FOR THE SHENANDOAH VALLEY
    9386 SOUTH CONGRESS STREET PO BOX
    674
    NEW MARKET,VA22844     		  PC MATCHING GRANT 2,000
    AMERICAN FRIENDS OF UNIVERSITY COLLEGE OXFORD
    541 BUTTERMILK PIKESTE 207
    CRESCENT SPRINGS,KY41017     		  PC MATCHING GRANT 687
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC200168001     		  PC MATCHING GRANT 400
    ANGLING ROAD ELEMENTARY SCHOOL
    5340 ANGLING ROAD
    PORTAGE,MI49024     		  PC MATCHING GRANT 500
    ANIMAL'S BEST FRIEND FUND INC
    PO BOX 443
    OSHTEMO,MI490770443     		  PC MATCHING GRANT 4,800
    AOK - ALL OUR KIDS
    4421 17TH ST NW
    WASHINGTON,DC20011     		  PC MATCHING GRANT 5,500
    APPLE FARM COMMUNITY INC
    12291 HOFFMAN RD
    THREE RIVERS,MI490938831     		  PC MATCHING GRANT 2,000
    APPLE FARM COMMUNITY INC
    12291 HOFFMAN RD
    THREE RIVERS,MI490938931     		  PC MATCHING GRANT 200
    ARAWAKA INC
    PO BOX 278
    RIBERA,NM87560     		  PC SUPPORTING SPIRITUAL RETREATS, INDIGENOUS TEACHINGS AND GATHERINGS, AND LAND MAINTENANCE. 5,000
    ASHOKA
    1700 N MOORE ST STE 2000
    ARLINGTON,VA22209     		  PC SPONSOR ASHOKA U EXCHANGE CONFERENCES. 249,388
    ASPCA
    424 EAST 92ND STREET
    NEW YORK,NY10128     		  PC MATCHING GRANT 200
    BAPTIST SEMINARY OF KENTUCKY
    400 E COLLEGE ST
    GEORGETOWN,KY40324     		  PC SUPPORT FOR ITS NEW RURAL MINISTRIES PROGRAM. 10,000
    BARRY COMMUNITY FOUNDATION
    PO BOX 124
    DELTON,MI49046     		  PC MATCHING GRANT 2,200
    BEACON HOUSE COMMUNITY MINISTRY INC
    PO BOX 29629
    WASHINGTON,DC20017     		  PC SUPPORT FOR BEACON HOUSE 10,000
    BIG BROTHERS BIG SISTERS
    3501 COVINGTON ROAD
    KALAMAZOO,MI49001     		  PC MATCHING GRANT 252
    BORGESS FOUNDATION
    1521 GULL RD MSB 300
    KALAMAZOO,MI49048     		  PC MATCHING GRANT 100
    CALIFORNIA INSTITUTE OF INTEGRAL STUDIES
    1453 MISSION ST
    SANFRANCISCO,CA94103     		  PC FUNDING AN ASSISTANT TO WORK ON THE 2019 RELIGION AND ECOLOGY SUMMIT. 10,000
    CALL TO ACTION
    2135 W ROSCOE 1N
    CHICAGO,IL60618     		  PC MATCHING GRANT 400
    CALVINIST CADET CORPS
    1333 ALGER SE BOX 7259
    GRAND RAPIDS,MI49506     		  PC MATCHING GRANT 830
    CAT NAP LODGE
    9027 M-43
    RICHLAND,MI49083     		  PC MATCHING GRANT 50
    CATHOLIC SCHOOLS OF GREATER KALAMAZOO
    1000 W KILGORE AVENUE
    KALAMAZOO,MI49008     		  PC MATCHING GRANT 2,000
    CEDAR LANE UNITARIAN UNIVERSALIST CHURCH
    9601 CEDAR LN
    BETHESDA,MD20814     		  PC MATCHING GRANT 14,500
    CENTER FOR ACTION AND CONTEMPLATION
    PO BOX 12464
    ALBUQUERQUE,NM87195     		  PC SUPPORT FOR AWAKENING A MORE LOVING WORLD THROUGH CONTEMPLATIVE TEACHINGS AND PRACTICES. 25,000
    CENTER FOR CONTEMPLATIVE MIND IN SOCIETY
    296 NONOTUCK STREET 5
    FLORENCE,MA01062     		  PC SCHOLARSHIPS / SPONSORSHIP OF ASSOC. FOR CONTEMPLATIVE MIND IN HIGHER EDUCATION'S CONFERENCE 183,500
    CENTER FOR INTERFAITH RELATIONS
    415 W MUHAMMAD ALI BLVD
    LOUISVILLE,KY40202     		  PC SPONSORSHIP / LIVESTREAMING OF FESTIVAL OF FAITHS SACRED COSMOS: FAITH & SCIENCE CONFERENCE 75,000
    CENTER FOR LGBTQ AND GENDER STUDIES IN RELIGION
    1798 SCENIC AVENUE
    BERKELEY,CA94709     		  PC MATCHING GRANT 500
    CENTER FOR SPIRITUALITY IN NATURE
    1519 N JEFFERSON ST
    ARLINGTON,VA22205     		  PC SUPPORT FOR THE CENTER FOR SPIRITUALITY IN NATURE'S CHURCH OF THE WILD AND SPIRITUALITY IN NATURE GROUPS. 10,000
    CHAPMAN UNIVERSITY
    ONE UNIVERSITY DR
    ORANGE,CA92866     		  PC SUPPORTING RESEARCH ON THE RELATIONSHIP BETWEEN CONSCIOUSNESS AND FREEWILL. 18,925
    CHARTER FOR COMPASSION
    PO BOX 10787
    BAINBRIDGE ISLAND,WA98110     		  PC SPONSOR DINNER - CELEBRATE CHARTER'S 10TH ANNIVERSARY AT PARLIAMENT OF THE WORLD'S RELIGION 75,000
    CHEFF THERAPEUTIC RIDING CENTER
    8450 N 43RD ST
    AUGUSTA,MI490129651     		  PC MATCHING GRANT 1,180
    CHILDFUND INTERNATIONAL
    2821 EMERYWOOD PARKWAY PO BOX 26507
    RICHMOND,VA232943726     		  PC MATCHING GRANT 820
    CHILDREN'S MIRACLE NETWORK HOSPITALS
    205 W 700 S
    SALT LAKE CITY,UT84101     		  PC MATCHING GRANT 400
    CHRISTIAN CHURCH DISCIPLES OF CHRIST
    2208 WINCHELL AVENUE
    KALAMAZOO,MI490082238     		  PC MATCHING GRANT 3,000
    CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVE
    CLEVELAND,OH441950001     		  PC MATCHING GRANT 200
    COMMUNITY ALLIANCE FOR PRESERVATION
    2345 CRYSTAL DR STE 7000
    ARLINGTON,VA22202     		  PC MATCHING GRANT 5,000
    COMMUNITY HEALING CENTERS
    2615 STADIUM DRIVE
    KALAMAZOO,MI49008     		  PC MATCHING GRANT 250
    COMPASSION PLACE
    PO BOX 34
    OSHTEMO,MI49077     		  PC MATCHING GRANT 900
    COMSTOCK COMMUNITY CENTER
    6330 KING HIGHWAY PO BOX 34
    COMSTOCK,MI49041     		  PC MATCHING GRANT 502
    CORNELL UNIVERSITY
    130 E SENECA STREET STE 400
    ITHACA,NY14850     		  PC MATCHING GRANT 400
    COUNCIL OF MICHIGAN FOUNDATIONS
    ONE SOUTH HARBOR DR STE 8
    GRAND HAVEN,MI494170599     		  PC SPONSOR COUNCIL ON MICHIGAN FOUNDATION ANNUAL CONFERENCE. 20,000
    COUNCIL ON FOUNDATIONS INC
    1255 23RD ST NW STE 200
    WASHINGTON,DC20037     		  PC SUPPORT COUNCIL ON FOUNDATION'S ANNUAL MEETING AND SPONSOR ITS HEALTHY DEMOCRACY PROGRAMMING TRACK. 45,000
    CUB SCOUT PACK 251
    217 S MAIN ST
    VICKSBURG,MI49097     		  PC MATCHING GRANT 580
    CULTURE IS NOT OPTIONAL
    PO BOX 1
    THREE RIVERS,MI49093     		  PC MATCHING GRANT 1,000
    CULTURE IS NOT OPTIONAL
    PO BOX 12464
    THREE RIVERS,MI49093     		  PC MATCHING GRANT 67,116
    DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVE
    DETROIT,MI48202     		  PC MATCHING GRANT 920
    DIGNITY USA
    PO BOX 376
    MEDFORD,MA02155     		  PC MATCHING GRANT 3,000
    DIOCESE OF KALAMAZOO
    215 NORTH WESTNEDGE AVE
    KALAMAZOO,MI490073718     		  PC MATCHING GRANT 1,100
    DOCTORS WITHOUT BORDERS USA INC
    40 RECTOR ST 16TH FLOOR
    NEW YORK,NY10006     		  PC MATCHING GRANT 200
    DOLPHIN RESEARCH CENTER
    58901 OVERSEAS HWY
    GRASSY KEY,FL33050     		  PC MATCHING GRANT 2,000
    DOMESTIC AND SEXUAL ABUSE SERVICES
    PO BOX 402
    THREE RIVERS,MI49093     		  PC MATCHING GRANT 50
    DOUGLASS COMMUNITY ASSOCIATION
    1000 W PATTERSON STREET
    KALAMAZOO,MI49007     		  PC MATCHING GRANT 100
    DOWNTOWN WOMEN'S CENTER
    442 S SAN PEDRO ST
    LOS ANGELES,CA90013     		  PC MATCHING GRANT 154
    ELGIN YOUTH SYMPHONY ORCHESTRA
    60 SOUTH GROVE AVENUE STE 2
    ELGIN,IL60120     		  PC MATCHING GRANT 400
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVE S
    NEW YORK,NY10010     		  PC MATCHING GRANT 400
    ETHICS AND RELIGIOUS LIBERTY COMMISSION OF THE SOUTHERN BAPTIST CONVENTION
    901 COMMERCE ST STE 550
    NASHVILLE,TN37203     		  PC RESEARCH ON HOW AMERICAN EVANGELICALS UNDERSTAND THE PUBLIC AND CONTRIBUTE TO A FLOURISHING DEMOCRACY. 200,000
    FAITH BAPTIST MISSION
    PO BOX 866
    EAGLE LAKE,FL33839     		  PC MATCHING GRANT 100
    FAMILY & CHILDREN SERVICES INC
    1608 LAKE STREET
    KALAMAZOO,MI49001     		  PC MATCHING GRANT 730
    FAMILY & CHILDREN SERVICES INC
    1608 LAKE ST
    KALAMAZOO,MI490013196     		  PC MATCHING GRANT 730
    FIGHT COLORECTAL CANCER
    134 W PARK CENTRAL SQ STE 210
    SPRINGFIELD,MO65806     		  PC MATCHING GRANT 100
    FIRST PRESBYTERIAN CHURCH IN JAMAICA
    89-60 164TH ST
    JAMAICA,NY114325194     		  PC MATCHING GRANT 400
    FLORIDA OCEANOGRAPHIC SOCIETY
    890 N E OCEAN BLVD
    STUART,FL34996     		  PC MATCHING GRANT 6,000
    FRACTURED ATLAS
    248 W 35TH ST 10TH FLOOR
    NEW YORK,NY10001     		  PC SUPPORT FOR THE SOUL BOX PROJECT 10,000
    FRIENDS OF THE NORTH FORK OF THE SHENANDOAH RIVER
    PO BOX 746
    WOODSTOCK,VA22664     		  PC MATCHING GRANT 500
    FROM MISSION TO MISSION
    200 5TH AVENUE NW 120696
    ST PAUL,MN55112     		  PC MATCHING GRANT 3,381
    GENEROUS HANDS INC
    P O BOX 313
    VICKSBURG,MI49097     		  PC MATCHING GRANT 178
    GENEVA CAMP & RETREAT CENTER
    3995 LAKESHORE DRIVE N
    HOLLAND,MI49424     		  PC MATCHING GRANT 730
    GEORGETOWN UNIVERSITY
    GIFT PROCESSING DEPT 0734
    WASHINGTON,DC200730734     		  PC MATCHING GRANT 400
    GILLISPIE SCHOOL
    7380 GIRARD AVENUE
    LA JOLLA,CA92037     		  PC MATCHING GRANT 4,000
    GLASS ART KALAMAZOO
    326 W KALAMAZOO AVE 100
    KALAMAZOO,MI49007     		  PC MATCHING GRANT 1,070
    GLOBAL FORCE FOR HEALING
    PO BOX 428
    ASHLAND,OR97520     		  PC TOWARD ENDING PREVENTABLE MATERNAL AND NEWBORN DEATHS IN UNDERSERVED AREAS AROUND THE GLOBE. 11,000
    GRACE CHRISTIAN REFORMED CHURCH
    1724 WHITES ROAD
    KALAMAZOO,MI49008     		  PC MATCHING GRANT 1,200
    GRAND RAPIDS BUDDHIST TEMPLE AND ZEN CENTER
    451 SOUTH DIVISION
    GRAND RAPIDS,MI49053     		  PC MATCHING GRANT 1,800
    GRAND VALLEY STATE UNIVERSITY
    ONE CAMPUS DRIVE
    ALLENDALE,MI49401     		  PC BOOK TOUR: MUSLIMS- CHRISTIAN-JEWISH REFLECTIONS ON COMPASSION & PEACE. 25,000
    GREENHEART INTERNATIONSL
    712 N WELLS 4TH FL
    CHICAGO,IL60654     		  PC SUPPORT THE INCLUSION OF SPIRITUALITY AND DEMOCRACY AT THE PURPOSE SUMMIT 30,000
    GRYPHON PLACE
    3245 S 8TH ST
    KALAMAZOO,MI49009     		  PC MATCHING GRANT 50
    GUSTAVUS ADOLPHUS COLLEGE
    800 W COLLEGE AVE
    ST PETER,MN56082     		  PC MATCHING GRANT 10,000
    HARBOR TO THE BAY RIDE
    PO BOX 990243
    BOSTON,MA02199     		  PC MATCHING GRANT 600
    HEIFETZ INTERNATIONAL MUSIC INSTITUTE
    1 WORLD AVE
    LITTLE ROCK,AR72202     		  PC MATCHING GRANT 500
    HERE ARTS CENTER
    145 6TH AVE
    NEW YORK,NY10013     		  PC MATCHING GRANT 10,000
    HOSPICE CARE OF SOUTHWEST MICHIGAN
    222 N KALAMAZOO MALL STE 100
    KALAMAZOO,MI490073882     		  PC MATCHING GRANT 930
    HOUSING RESOURCES INC
    420 E ALCOTT SUITE 200
    KALAMAZOO,MI49001     		  PC MATCHING GRANT 200
    IMAGES AND VOICES OF HOPE INC
    PO BOX 213
    HAINES FALLS,NY12436     		  PC TRAIN JOURNALISTS IN RESTORATIVE NARRATIVE AND REFLECTIVE PRACTICE . 249,400
    INDEPENDENT SECTOR
    1632 L ST NW STE 900
    WASHINGTON,DC20036     		  PC COLLABORATE TO MAINSTREAM INNER WORK IN THE VOLUNTARY SECTOR AND BEYOND. 1,000,000
    INDEPENDENT SECTOR
    1602 L ST NW STE 900
    WASHINGTON,DC20036     		  PC MATCHING GRANT 14,000
    INDIAN PRAIRIE ELEMENTARY SCHOOL
    3546 GRAND PRAIRIE
    KALAMAZOO,MI490061465     		  PC MATCHING GRANT 500
    INITIATIVES OF CHANGE INTERNATIONAL
    RUE DE VAREMBE 1
      1202 GENEVE  
    SZ     		  PC STRENGTHEN IOFC'S SUSTAINABILITY, INCLUDING DEVELOPING AN INTERNATIONAL TRUSTBUILDING PROGRAM. 500,000
    INSTITUTE FOR AMERICAN VALUES
    420 LEXINGTON AVE
    NEW YORK,NY10170     		  PC STRENGTHEN BETTER ANGELS' DIALOGUE METHODOLOGY TO ADDRESS POLITICAL POLARIZATION AND SOCIAL DIVIDES. 200,000
    INTERFAITH YOUTH CORE
    141 W JACKSON BLVD STE 3200
    CHICAGO,IL606043208     		  PC ENGAGING PLURALISM AND DIVERSITY CONSTRUCTIVELY ON EIGHT AMERICAN UNIVERSITY CAMPUSES 500,000
    INTERNATIONAL CENTER FOR RELIGION AND DIPLOMACY
    1003 K STREET NW SUITE 400
    WASHINGTON,DC20001     		  PC MATCHING GRANT 200
    INWARD BOUND MINDFULNESS EDUCATION
    PO BOX 516
    CONCORD,MA01742     		  PC SUPPORT MICHIGAN-BASED MINDFULNESS RETREAT FOR TEENS. 22,900
    IOWA 4-H FOUNDATION
    1259 STANGE ROAD
    AMES,IA50011     		  PC MATCHING GRANT 400
    IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL
    359 S KALAMAZOO MALL STE 101
    KALAMAZOO,MI490074843     		  PC MATCHING GRANT 593
    IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL
    359 S KALAMAZOO MALL STE 101
    KALAMAZOO,MI490074843     		  PC MATCHING GRANT 2,000
    JDRF - PIEDMONT TRIAD CHAPTER
    216 W MARKET ST STE B
    GREENSBORO,NC27401     		  PC MATCHING GRANT 1,000
    JENSEN BEACH CHRISTIAN CHURCH
    1890 NE CHURCH ST
    JENSEN BEACH,FL34957     		  PC MATCHING GRANT 10,000
    JUNIOR LEAGUE OF BATTLE CREEK
    32 W MICHIGAN AVE STE 1
    BATTLE CREEK,MI49017     		  PC MATCHING GRANT 100
    JUVENILE DIABETES RESEARCH FOUNDATION JDRF
    1 N LASALLE STREET SUITE 1200
    CHICAGO,IL60602     		  PC MATCHING GRANT 400
    KALAMAZOO BOOK ARTS CENTER
    326 W KALAMAZOO AVE STE 103A
    KALAMAZOO,MI49007     		  PC MATCHING GRANT 2,900
    KALAMAZOO CHRISTIAN SCHOOL ASSOCIATION
    2121 STADIUM DRIVE
    KALAMAZOO,MI490081644     		  PC MATCHING GRANT 200
    KALAMAZOO COMMUNITY FOUNDATION
    402 E MICHIGAN AVE
    KALAMAZOO,MI49007     		  PC COMMUNITY GIVING 362,334
    KALAMAZOO CONCERT BAND
    PO BOX 20060
    KALAMAZOO,MI490191060     		  PC MATCHING GRANT 120
    KALAMAZOO CONCERT BAND
    PO BOX 20060
    KALAMAZOO,MI490191060     		  PC MATCHING GRANT 120
    KALAMAZOO COUNTY HUMANE SOCIETY
    4239 S WESTNEDGE
    KALAMAZOO,MI490083207     		  PC MATCHING GRANT 500
    KALAMAZOO GOSPEL MISSION
    448 N BURDICK STREET
    KALAMAZOO,MI490073644     		  PC MATCHING GRANT 400
    KALAMAZOO GOSPEL MISSION
    448 N BURDICK STREET
    KALAMAZOO,MI490073644     		  PC MATCHING GRANT 200
    KALAMAZOO IN BLOOM INC
    PO BOX 20178
    KALAMAZOO,MI490192017     		  PC MATCHING GRANT 500
    KALAMAZOO INSTITUTE OF ARTS
    314 S PARK ST
    KALAMAZOO,MI490075102     		  PC MATCHING GRANT 400
    KALAMAZOO KINGS FASTPITCH SOFTBALL
    708 PARK AVENUE
    VICKSBURG,MI49097     		  PC MATCHING GRANT 3,754
    KALAMAZOO LITERACY COUNCIL
    420 E ALCOTT STREET STE 400
    KALAMAZOO,MI49001     		  PC MATCHING GRANT 240
    KALAMAZOO LOAVES & FISHES
    901 PORTAGE ST
    KALAMAZOO,MI490013005     		  PC MATCHING GRANT 730
    KALAMAZOO LOAVES & FISHES
    901 PORTAGE ST
    KALAMAZOO,MI490013005     		  PC MATCHING GRANT 100
    KALAMAZOO NEIGHBORHOOD HOUSING SERVICES
    1219 S PARK ST
    KALAMAZOO,MI49001     		  PC MATCHING GRANT 500
    KALAMAZOO SYMPHONY ORCHESTRA
    359 S KALAMAZOO MALL STE 100
    KALAMAZOO,MI490074843     		  PC MATCHING GRANT 700
    KING WESTWOOD PTO
    1100 NICHOLS ROAD
    KALAMAZOO,MI49006     		  PC MATCHING GRANT 100
    KINO BORDER INITIATIVE
    PO BOX 159
    NOGALES,AZ856280159     		  PC MATCHING GRANT 1,800
    LA CASA INC
    800 S WALNUT ST
    LAS CRUCES,NM88001     		  PC MATCHING GRANT 150
    LAKE OF THE ISLES LUTHERAN CHURCH
    2020 W LAKE OF THE ISLES PKWY
    MINNEAPOLIS,MN55405     		  PC MATCHING GRANT 10,460
    LEUKEMIA & LYMPHOMA SOCIETY
    954 W WASHINGTON BLVD STE 305
    CHICAGO,IL60607     		  PC MATCHING GRANT 60
    LIFELINE ENERGY FOUNDATION
    120 BROADWAY 18TH FL
    NEW YORK,NY10271     		  PC MATCHING GRANT 100
    LIFEWATER
    75 ZACA LANE SUITE 100
    SAN LUIS OBISPO,CA93401     		  PC MATCHING GRANT 200
    LIGHTHOUSE COMMUNITY CHURCH
    4321 S 11TH ST
    KALAMAZOO,MI49009     		  PC MATCHING GRANT 16,630
    LOOKING OUT FOUNDATION
    PO BOX 150227
    NASHVILLE,TN37215     		  PC MATCHING GRANT 1,023
    LOUISVILLE PUBLIC MEDIA
    619 S FOURTH STREET
    LOUISVILLE,KY40202     		  PC MATCHING GRANT 150
    LUMEN VITAE
    5373 CEDAR LAKE ROAD APT 141B
    BOYNTON BEACH,FL33437     		  PC MATCHING GRANT 720
    MATTAWAN CONSOLIDATED SCHOOLS
    56720 MURRAY ST
    MATTAWAN,MI490718902     		  PC MATCHING GRANT 700
    MEDIATORS FOUNDATION
    2525 ARAPAHOE AVE
    BOULDER,CO803026746     		  PC EVALUATE METHODOLOGY OF DIALOGUE FOR HEALING DIVIDES. 81,200
    MERCY MEDICAL CENTER FOUNDATION
    701 - 10TH STREET SE
    CEDAR RAPIDS,IA524031292     		  PC MATCHING GRANT 200
    MICHIANA CHINESE CHRISTIAN CHURCH
    11805 LOUGHLIN DR
    MISHAWAKA,IN46545     		  PC MATCHING GRANT 2,000
    MICHIGAN HUMANE SOCIETY
    30300 TELEGRAPH ROAD STE 220
    BINGHAM FARMS,MI480254507     		  PC MATCHING GRANT 200
    MICHIGAN MARITIME MUSEUM
    260 DYCKMAN RD
    SOUTH HAVEN,MI490901065     		  PC MATCHING GRANT 80
    MICHIGAN REBELS FASTPITCH
    3300 WOODSTONE DRIVE APT 305
    KALAMAZOO,MI49008     		  PC MATCHING GRANT 2,400
    MIND & LIFE INSTITUTE - VIRGINIA
    7007 WINCHESTER CIR STE 100
    BOULDER,CO80301     		  PC SPONSOR MIND & LIFE INTERNATIONAL SYMPOSIUM. 991
    MINISTRY WITH COMMUNITY
    500 NORTH EDWARDS STREET
    KALAMAZOO,MI49007     		  PC MATCHING GRANT 52
    MINISTRY WITH COMMUNITY
    500 NORTH EDWARDS STREET
    KALAMAZOO,MI49007     		  PC MATCHING GRANT 730
    MINNESOTA ORCHESTRA
    1111 NICOLLET MALL
    MINNEAPOLIS,MN55403     		  PC MATCHING GRANT 4,000
    MT ZION BAPTIST CHURCH
    120 ROBERSON
    KALAMAZOO,MI49007     		  PC MATCHING GRANT 30,000
    MYSTIC SOUL PROJECT INC
    5220 S DREXEL AVE 320
    CHICAGO,IL60615     		  PC SPONSOR MYSTIC SOUL CONFERENCE AND PROVIDE SCHOLARSHIP SUPPORT. 6,000
    NAACP LEGAL DEFENSE AND EDUCATION FUND INC
    99 HUDSON STREET SUITE 1600
    NEW YORK,NY10013     		  PC MATCHING GRANT 200
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017     		  PC MATCHING GRANT 200
    NATIONAL MUSEUM OF WOMEN IN THE ARTS
    1250 NEW YORK AVE NW
    WASHINGTON,DC20005     		  PC MATCHING GRANT 190
    NEW MELLERAY ABBEY
    6500 MELLERAY CIR
    PEOSTA,IA520687079     		  PC MATCHING GRANT 1,000
    NORBERTINE COMMUNITY OF NEW MEXICO
    5825 COORS BOULEVARD SW
    ALBUQUERQUE,NM87121     		  PC SUPPORT THE MINISTRIES OF THE NORBERTINE COMMUNITY. 5,000
    NORTHEASTERN ELEMENTARY SCHOOL
    2433 GERTRUDE ST
    KALAMAZOO,MI49048     		  PC MATCHING GRANT 500
    NUCLEAR AGE PEACE FOUNDATION
    PMB121 1187 COAST VILLAGE RD STE 1
    SANTA BARBARA,CA931082794     		  PC MATCHING GRANT 2,000
    OPEN ROADS BIKE PROGRAM
    810 TURWILL LANE
    KALAMAZOO,MI49006     		  PC MATCHING GRANT 200
    PACHAMAMA ALLIANCE
    PRESIDIO BLDG 1009
    SANFRANCISCO,CA94129     		  PC MATCHING GRANT 15,000
    PARK VILLAGE PINES
    2920 CRYSTAL LANE
    KALAMAZOO,MI490082108     		  PC MATCHING GRANT 100
    PARTNERS FOR YOUTH EMPOWERMENT (PYE) GLOBAL
    205 5TH ST
    LANGLEY,WA98260     		  PC SUPPORT PROJECT TO INCREASE CAPACITY OF CREATIVE EMPOWERMENT MODEL PRACTIONERS IN N. AMERICA 5,000
    PEACEJAM FOUNDATION
    11200 RALSTON RD
    ARVADA,CO80004     		  PC SUPPORT NOBEL WOMEN'S PEACEBUILDING INITIATIVES: KOREA PEACE NOW, MENTORSHIP PROGRAM, YOUTH SUMMIT. 20,000
    PEOPLE'S CHURCH
    1758 NORTH 10TH
    KALAMAZOO,MI49009     		  PC MATCHING GRANT 500
    PERSPECTIVA SYSTEMS SOULS AND SOCIETY
    42 ACRES SHOREDEITCH
      LONDON  
    UK     		  PC BUILD CAPACITY FOR THE START-UP PERSPECTIVA TO BRING A SPIRITUAL DIMENSION TO THEIR WORK. 121,710
    PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT
    1717 RHODE ISLAND AVE NW
    WASHINGTON,DC20036     		  PC PILOT A POOLED FUND TO SUPPORT FAITH-BASED INITIATIVES TO BUILD BRIDGES ACROSS POLITICAL DIVIDES. 235,000
    PLAINWELL FIRST UNITED METHODIST CHURCH
    200 PARK ST PO BOX 85
    PLAINWELL,MI490800085     		  PC MATCHING GRANT 50
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM ST 10TH FL
    NEW YORK,NY10038     		  PC MATCHING GRANT 100
    PORTAGE COMMUNITY CENTER
    325 E CENTRE
    PORTAGE,MI49002     		  PC MATCHING GRANT 930
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    1033 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138     		  PC RESEARCH AND SUPPORT EMERGING FORMS OF SPIRITUALITY AND SPIRITUAL COMMUNITY IN CONTEMPORARY SOCIETY. 1,000,000
    PRINCETON UNIVERSITY
    PO BOX 5357
    PRINCETON,NJ085435357     		  PC MATCHING GRANT 200
    PRX INC
    66 CHURCH ST 2ND FL
    CAMBRIDGE,MA02138     		  PC MATCHING GRANT 240
    PUBLIC MEDIA NETWORK
    359 S KALAMAZOO MALL 3RD FLOOR
    KALAMAZOO,MI49007     		  PC MATCHING GRANT 500
    PULSE
    5615 STANTON AVE
    PITTSBURGH,PA152062175     		  PC MATCHING GRANT 53
    RR SMITH CENTER FOR HISTORY & ART FOUNDATION
    20 S NEW STREET
    STAUNTON,VA24401     		  PC MATCHING GRANT 500
    RAILS TO TRAILS CONSERVANCY
    2121 WARD COURT NW 5TH FLOOR
    WASHINGTON,DC20037     		  PC MATCHING GRANT 70
    READ AND WRITE KALAMAZOO
    802 S WESTNEDGE
    KALAMAZOO,MI49008     		  PC MATCHING GRANT 90
    RESIDENTIAL OPPORTUNITIES INC
    1100 SOUTH ROSE STREET
    KALAMAZOO,MI49001     		  PC MATCHING GRANT 50
    ROCKEFELLER PHILANTHROPY ADVISORS
    6 W 48TH ST 10TH FL
    NEW YORK,NY10036     		  PC RESEARCH AND TRAINING TO ENHANCE EDUCATION THROUGH SPIRITUAL AND MORAL DEVELOPMENT OF CHILDREN AND ADULTS. 200,000
    SAFE PLACE
    PO BOX 199
    BATTLE CREEK,MI49016     		  PC MATCHING GRANT 900
    SALVATION ARMY
    2445 PRIOR AVE
    ROSEVILLE,MN55113     		  PC MATCHING GRANT 540
    SAN DOMENICO SCHOOL
    1500 BUTTERFIELD ROAD
    SAN ANSELMO,CA94960     		  PC MATCHING GRANT 4,000
    SECOND CHRISTIAN REFORMED CHURCH
    3015 NICHOLS ROAD
    KALAMAZOO,MI490043208     		  PC MATCHING GRANT 250
    SECOND HARVEST FOODBANK
    2802 DAIRY DR
    MADISON,WI537186751     		  PC MATCHING GRANT 150
    SIERRA CLUB FOUNDATION
    2101 WEBSTER STREET SUITE 1250
    OAKLAND,CA94612     		  PC MATCHING GRANT 100
    SISTERS OF ST FRANCIS
    PO BOX 100
    OLDENBURG,IN47036     		  PC MATCHING GRANT 4,000
    SOCIAL GOOD FUND
    12651 SAN PABLO AVENUE 5473
    RICHMOND,CA94805     		  PC MATCHING GRANT 1,000
    SOJOURNERS
    PO BOX 70730
    WASHINGTON,DC200240730     		  PC MOBILIZING CAPACITY, COMMUNICATION, LEADERSHIP, & ENGAGE FOUNDER JIM WALLIS AS THOUGHT LEADER 670,000
    SOUTHWEST MICHIGAN LAND CONSERVANCY
    8395 E MAIN
    GALESBURG,MI490539745     		  PC MATCHING GRANT 200
    SPECTRUM HEALTH FOUNDATION
    605 OAK STREET MC350
    BIG RAPIDS,MI49307     		  PC MATCHING GRANT 100
    SPIRIT OF HUMANITY FORUM
    SJAVARGATA 16
      225 GARDABAER  
    IC     		  PC SPONSOR SPIRIT OF HUMANITY CONFERENCE AND WORKSHOP. 50,000
    ST JOSEPH PARISH
    636 LAKE STREET
    KALAMAZOO,MI490013023     		  PC MATCHING GRANT 2,000
    ST LUKE'S EPISCOPAL CHURCH
    247 W LOVELL
    KALAMAZOO,MI490075207     		  PC MATCHING GRANT 4,700
    ST PHILIP ROMAN CATHOLIC CHURCH
    112 CAPITAL AVE NE
    BATTLE CREEK,MI490173927     		  PC MATCHING GRANT 1,088
    ST JOSEPH PARISH
    936 LAKE STREET
    KALAMAZOO,MI490013023     		  PC MATCHING GRANT 2,801
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		  PC MATCHING GRANT 600
    ST MONICA PARISH
    4408 S WESTNEDGE AVE
    KALAMAZOO,MI49008     		  PC MATCHING GRANT 19,280
    ST THOMAS MORE CATHOLIC STUDENT PARISH
    421 MONROE ST
    KALAMAZOO,MI490064437     		  PC MATCHING GRANT 500
    STANFORD UNIVERSITY
    PO BOX 20466
    STANFORD,CA943090466     		  PC MATCHING GRANT 4,000
    STAUNTON AUGUSTA ARTS CENTER
    20 S NEW STREET
    STAUNTON,VA24401     		  PC MATCHING GRANT 700
    STICHTING LEARNING FOR WELL-BEING FOUNDATION
    MILETSTRAAT 56 2
      AMSTERDAM  
    NL     		  PC LITERATURE REVEIW ON THE INNATE CAPACTITIES OF CHILDREN THAT HELP THEM FLOURISH. 80,000
    TASK FORCE FOR GLOBAL HEALTH INC
    330 W PONCE DE LEON AVE
    DECATUR,GA300303001     		  PC SUPPORT A MEETING AND LIT. REVIEW TO DEVELOP METRICS TO UNDERSTAND HOW LOVE & COMPASSION PROLIFERATE GLOBALLY. 50,000
    TEMPLE UNIVERSITY
    TASB/1852 N 10TH STREET
    PHILADELPHIA,PA19122     		  PC MATCHING GRANT 100
    THE ACTORS' ENSEMBLE INC
    1548 HARLEMVILLE RD
    CHATHAM,NY12037     		  PC TOWARD HONORING AND CELEBRATING THE HEART OF THE THEATRE EXPERIENCE, THE ACTOR. 10,000
    THE ASPEN INSTITUTE
    477 MADISON AVE STE 730
    NEW YORK,NY10022     		  PC SUPPORT 3 EVENTS WHERE COUNTERPARTS EXAMINE THEIR OWN IDEOLOGIES AND ENGAGE EACH OTHER FOR MUTUAL LEARNING. 90,000
    THE BERRY CENTER
    111 S MAIN ST
    NEW CASTLE,KY40050     		  PC GENERAL SUPPORT FOR THE BERRY CENTER 12,000
    THE HERMITAGE
    11321 DUTCH SETTLEMENT
    THREE RIVERS,MI490939536     		  PC MATCHING GRANT 300
    THE JUNG SOCIETY OF WASHINGTON
    5200 CATHEDRAL AVENUE NW
    WASHINGTON,DC20016     		  PC MATCHING GRANT 200
    THE KREEGER MUSEUM
    2401 FOXHALL ROAD NW
    WASHINGTON,DC20007     		  PC MATCHING GRANT 200
    THE LAND INSTITUTE
    2440 E WATER WELL RAOD
    SALINA,KS674019051     		  PC MATCHING GRANT 500
    THE NOBELITY PROJECT
    PO BOX 161925
    AUSTIN,TX78716     		  PC MATCHING GRANT 2,000
    THE PHILLIPS COLLECTION
    1600 21ST ST NW
    WASHINGTON,DC20009     		  PC MATCHING GRANT 400
    THE REVOLUTION
    PO BOX 68009
    GRAND RAPIDS,MI49516     		  PC MATCHING GRANT 50
    THE SDC ACADEMY
    475 RIVERSIDE DR STE 530
    NEW YORK,NY10115     		  PC DEVELOP A MASSIVE OPEN ONLINE COURSE ON ETHICS IN SPIRITUAL TRADITIONS TO ADDRESS CONTEMPORARY ISSUES. 150,000
    THE SOCIETY OF ST VINCENT DEPAUL - ST JOSEPH CONFERENCE
    936 LAKE ST
    KALAMAZOO,MI49001     		  PC MATCHING GRANT 100
    THREE RIVERS COMMUNITY PLAYERS
    15526 MILLARD RD PO BOX 157
    THREE RIVERS,MI49093     		  PC MATCHING GRANT 2,000
    TRANSFORMATIONS SPIRITUALITY CENTER
    2929 NAZARETH RD
    KALAMAZOO,MI49048     		  PC MATCHING GRANT 300
    TRAUMA RECOVERY ASSOCIATES
    1608 LAKE STREET
    KALAMAZOO,MI49001     		  PC MATCHING GRANT 1,500
    TWIN CITIES UNITED WAY
    404 SOUTH 8TH STREET
    MINNEAPOLIS,MN55404     		  PC MATCHING GRANT 2,000
    UNION CONGREGATIONAL CHURCH UNITED CHURCH OF CHRIST
    PO BOX 10
    HACKENSACK,MN564520010     		  PC MATCHING GRANT 13,000
    UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION
    709 S WESTNEDGE
    KALAMAZOO,MI490075099     		  PC MATCHING GRANT 9,072
    UNIVERSAL DOOR MEDITATION CENTER
    2619 CHARLES LANE
    SUGARLAND,TX77478     		  PC MATCHING GRANT 200
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET
    URBANA,IL618012962     		  PC MATCHING GRANT 120
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVE PO BOX 8860
    MADISON,WI537088860     		  PC DEVELOP A PROGRAM AND AN APP THAT FOCUS ON WELL-BEING INCLUDING PURPOSE AND FAITH. 300,000
    VALLEY FAMILY CHURCH
    2500 VINCENT AVE
    PORTAGE,MI49024     		  PC MATCHING GRANT 1,920
    VAN BUREN COUNTY MENTAL HEALTH
    801 HAZEN STREET
    PAW PAW,MI490792008     		  PC MATCHING GRANT 4,000
    VICKSBURG BANDS
    501 EAST HIGHWAY STREET
    VICKSBURG,MI49097     		  PC MATCHING GRANT 400
    WATER
    8121 GEORGIA AVENUE SUITE 310
    SILVER SPRING,MD20910     		  PC MATCHING GRANT 700
    WELLSPRING-CORI TERRY & DANCERS
    359 S BURDICK SUITE 204
    KALAMAZOO,MI490074844     		  PC MATCHING GRANT 500
    WEST MICHIGAN CANCER CENTER
    200 NORTH PARK ST
    KALAMAZOO,MI490073731     		  PC MATCHING GRANT 150
    WESTERN MICHIGAN UNIVERSITY
    1903 W MICHIGAN AVE
    KALAMAZOO,MI490085200     		  PC MATCHING GRANT 110
    WESTERN MICHIGAN UNIVERSITY FOUNDATION
    1903 W MICHIGAN AVE
    KALAMAZOO,MI490085200     		  PC MATCHING GRANT 1,120
    WESTERN MICHIGAN UNIVERSITY FOUNDATION
    1903 W MICHIGAN AVE
    KALAMAZOO,MI490085403     		  PC SCHOLARSHIPS 94,222
    WESTWOOD CHRISTIAN REFORMED CHURCH
    620 NORTHAMPTON ROAD
    KALAMAZOO,MI490062716     		  PC MATCHING GRANT 600
    WIKIMEDIA FOUNDATION INC
    149 NEW MONTGOMERY ST FLOOR 6
    SAN FRANCISCO,CA94105     		  PC MATCHING GRANT 208
    WINCHELL ELEMENTARY PTO
    2316 WINCHELL AVE
    KALAMAZOO,MI49008     		  PC MATCHING GRANT 200
    WINCHELL ELEMENTARY SCHOOL
    2316 WINCHELL AVE
    KALAMAZOO,MI49008     		  PC MATCHING GRANT 900
    WINGS OF GOD
    PO BOX 3
    PAW PAW,MI49079     		  PC MATCHING GRANT 100
    WINGS OF HOPE HOSPICE
    530 LINN ST
    ALLEGAN,MI49010     		  PC MATCHING GRANT 50
    WOMEN'S EARTH ALLIANCE
    2150 ALLSTON WAY SUITE 460
    BERKELEY,CA94704     		  PC MATCHING GRANT 1,000
    WOODLAND ELEMENTARY SCHOOL
    1401 WOODLAND
    PORTAGE,MI49024     		  PC MATCHING GRANT 500
    WOODLAND WILDCATS PTO
    1401 WOODLAND
    PORTAGE,MI49024     		  PC MATCHING GRANT 100
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF KALAMAZOO MICHIGAN
    353 E MICHIGAN AVE
    KALAMAZOO,MI490073832     		  PC MATCHING GRANT 80
    Total .................................bullet 3a 7,428,594
    bApproved for future payment
    COMSTOCK COMMUNITY CENTER
    6330 KING HIGHWAY PO BOX 34
    COMSTOCK,MI49041     		  PC MATCHING GRANT 350
    HOSPICE CARE OF SOUTHWEST MICHIGAN
    222 N KALAMAZOO MALL STE 100
    KALAMAZOO,MI490073882     		  PC MATCHING GRANT 100
    JONI AND FRIENDS NEW ENGLAND
    136 HARVEY RD STE 101-A
    LONDONDERRY,NH03053     		  PC MATCHING GRANT 50
    MATTAWAN CONSOLIDATED SCHOOLS
    56720 MURRAY ST
    MATTAWAN,MI490718902     		  PC MATCHING GRANT 70
    MILLENNIUMORG
    245 VALENCIA ST
    SANFRANCISCO,CA49103     		  PC CREATE A LARGE SCALE, ONLINE TEACHER TRAINING PLATFORM. 350,000
    OAKWOOD NEIGHBORHOOD ASSOCIATION
    3320 LAIRD STREET
    KALAMAZOO,MI490083946     		  PC MATCHING GRANT 1,000
    PHILADELPHIA RONALD MCDONALD HOUSE
    3925 CHESTNUT ST
    PHILADELPHIA,PA19104     		  PC MATCHING GRANT 50
    RELIGION NEWS FOUNDATION
    30 NEFF ANNEX
    COLUMBIA,MO65211     		  PC SUPPORT JOURNALISTIC COVERAGE OF SPIRITUAL INNOVATION AND THE ACTIVITIES OF THE RELIGION NEWS SERVICE. 300,000
    Total .................................bullet 3b 651,620
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 6,851,514  
    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 40,199,719  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aROYALTIES     		    15 755  
    bMISCELLANEOUS INCOME     01 326,108  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 47,378,096 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    47,378,096
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    JOHN E FETZER INSTITUTE INC
    EIN:
    38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & AUDIT FEES 57,250 22,242   45,507

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    JOHN E FETZER INSTITUTE INC
    EIN:
    38-6052788
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BRECKINRIDGE 50,135,522 50,135,522
    BRECKINRIDGE 30,515,395 30,515,395

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    JOHN E FETZER INSTITUTE INC
    EIN:
    38-6052788
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AJO 29,289,891 29,289,891
    ARIEL 40,540,373 40,540,373
    BMO 29,494,723 29,494,723
    CBRE CLARION 13,222,295 13,222,295
    CORPORATE STOCKS 13,503 13,503
    HARDING LOEVNER 12,381,425 12,381,425
    T. ROWE PRICE 12,351,492 12,351,492

    TY 2018 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
    ACACIA FMV 6,761,826 6,761,826
    ADAGE FMV 97,094,590 97,094,590
    AJO FMV 1,190,963 1,190,963
    AJO FMV 193,387 193,387
    ARIEL FMV 3,766,147 3,766,147
    BAIN X FMV 3,053,366 3,053,366
    BPG / EQUUS FMV 2,108,824 2,108,824
    BRECKINRIDGE FMV 1,083,758 1,083,758
    BRICKMAN FMV 170,478 170,478
    CBRE CLARION FMV 133,139 133,139
    EUROPA FMV 110,894 110,894
    GROTECH FMV 13,279,838 13,279,838
    HEDGE FUNDS FMV 13,477 13,477
    HIGHFIELDS FMV 1,648,295 1,648,295
    LBA REALTY FMV 6,238,479 6,238,479
    MADISON REALTY FMV 3,466,462 3,466,462
    MADISON REALTY FMV 4,834,391 4,834,391
    PATRON FMV 1,434,742 1,434,742
    PHOENIX ASIA REALTY FMV 4,987,232 4,987,232
    ROTHSCHILD FMV 13,934,470 13,934,470
    SHORT TERM INVESTMENTS - NORTHERN FMV 6,014,965 6,014,965
    TRINITY STREET FMV 47,192,534 47,192,534
    WELLINGTON FMV 45,496,833 45,496,833
    WELLINGTON FMV 41,434,956 41,434,956
    HILLCREST FMV 3,646,245 3,646,245
    MACKENZIE FMV 40,000,000 40,000,000

    TY 2018 LegalFeesSchedule
    Name:
    JOHN E FETZER INSTITUTE INC
    EIN:
    38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 84,988 0   95,980


    TY 2018 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
    EMPLOYEE ACCOUNTS RECEIVABLE 7,608 9,531 9,531
    TAXES RECEIVABLE 87,000 43,000 43,000
    INVESTMENT ACCRUALS 938,082 1,444,480 1,444,480


    TY 2018 OtherDecreasesSchedule
    Name:
    JOHN E FETZER INSTITUTE INC
    EIN:
    38-6052788
    Description Amount
    UNREALIZED LOSS 26,772,459


    TY 2018 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 250,180 0   241,326
    TELEPHONE & COMPUTER SERVICES 287,353 0   258,564
    POSTAGE 15,065 577   13,693
    EQUIPMENT MAINTENANCE 188,713 0   208,134
    MEMBERSHIPS 136,674 7,497   125,482
    LIBRARY 75,965 0   70,108
    TRAINING & EMPLOYEE DEVELOPMENT 133,188 0   131,426
    CAFETERIA 120,499 0   140,992
    INSURANCE & PROPERTY TAXES 283,567 0   283,817
    PUBLIC RELATIONS 33,381 0   30,918
    CONTRACTED RESEARCH SERVICES 861,285 0   411,286
    MISCELLANEOUS EXPENSES 17,078 97   16,389
    K-1 PORTFOLIO & INVESTMENT EXPENSES 0 3,705,642   0


    TY 2018 OtherIncomeSchedule2
    Name:
    JOHN E FETZER INSTITUTE INC
    EIN:
    38-6052788
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 OTHER INVESTMENT INCOME   1,101,808  
    ROYALTIES 755   755
    MISCELLANEOUS INCOME 326,108   326,108


    TY 2018 OtherIncreasesSchedule
    Name:
    JOHN E FETZER INSTITUTE INC
    EIN:
    38-6052788
    Description Amount
    RETURNED AWARDS & GRANTS 289,032


    TY 2018 OtherLiabilitiesSchedule
    Name:
    JOHN E FETZER INSTITUTE INC
    EIN:
    38-6052788
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAX LIABILITY 3,639,000 3,907,000
    POST RETIREMENT HEALTH 4,070,043 4,223,989


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

    TY 2018 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   1,000,000 1,000,000     BALLOON PAYMENT 100.0000000000 % NONE PROVIDE LOW INTEREST LOANS TO NON-PROFIT ORGANIZATION   0

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    JOHN E FETZER INSTITUTE INC
    EIN:
    38-6052788
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTANT FEES 2,283,880 7,497   2,007,301
    INVESTMENT MGMT & CUSTODIAL FEES 1,062,174 1,061,800   0


    TY 2018 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 1,092,568 0   0
    DEFERRED TAX EXPENSE 268,000 0   0
    FOREIGN TAXES PAID / ACCRUED 0 239,822   0