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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
BILL & JULIA VAN DOMELEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2521
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KALAMAZOO, MI49003
A Employer identification number

38-2916030
B Telephone number (see instructions)

(269) 567-4500
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$204,688,364J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,808,894 3,798,942  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,800,475
b Gross sales price for all assets on line 6a 18,876,510
7 Capital gain net income (from Part IV, line 2)... 4,800,475
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 8,609,369 8,599,417  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 19,228 9,614   9,614
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 232,528 116,264   93,335
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 141,604 37,604   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 2,500 0   0
23 Other expenses (attach schedule)....... Click to see attachment 233 116   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 396,093 163,598   102,949
25 Contributions, gifts, grants paid....... 5,823,436 5,823,436
26 Total expenses and disbursements. Add lines 24 and 25 6,219,529 163,598   5,926,385
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,389,840
b Net investment income (if negative, enter -0-) 8,435,819
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,538,777 2,566,681 2,566,681
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 70,625,862 Click to see attachment66,130,405 117,851,954
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 53,304,700 Click to see attachment60,960,940 84,269,729
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 127,469,339 129,658,026 204,688,364
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 127,469,339 129,658,026
29 Total net assets or fund balances (see instructions)..... 127,469,339 129,658,026
30 Total liabilities and net assets/fund balances (see instructions). 127,469,339 129,658,026
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
127,469,339
2
Enter amount from Part I, line 27a .....................
2
2,389,840
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
129,859,179
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
201,153
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
129,658,026
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES P    
d PUBLICLY TRADED SECURITIES P    
e PUBLICLY TRADED SECURITIES P    
PUBLICLY TRADED SECURITIES P    
PUBLICLY TRADED SECURITIES P    
PUBLICLY TRADED SECURITIES P    
PUBLICLY TRADED SECURITIES P    
LOSS FROM FLOWTHROUGH- 303 EAST WACKER P    
GAIN FROM FLOWTHROUGH-TGAP VENTURE CAPITAL FUND P    
WASH SALE DISALLOWED P    
WASH SALE DISALLOWED P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 415,190   424,846 -9,656
b 156,863   110,871 45,992
c 1,450,454   1,684,925 -234,471
d 165,800   148,638 17,162
e 2,494,836   2,438,900 55,936
740,000   722,326 17,674
11,042,867   6,961,453 4,081,414
1,175,204   1,376,211 -201,007
262,612   207,864 54,748
    1 -1
46     46
85,687     85,687
43     43
886,908     886,908
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       -9,656
b       45,992
c       -234,471
d       17,162
e       55,936
      17,674
      4,081,414
      -201,007
      54,748
      -1
      46
      85,687
      43
      886,908
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 4,800,475
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 117,258
c All other domestic foundations enter 1.39% 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........................... 3 117,258
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- ..... 5 117,258
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 124,849
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 154,849
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 37,591
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet37,591 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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPLANTE MORAN TRUST Telephone no.bullet (616) 643-0486

    Located atbullet3000 TOWN CENTER SUITE 400SOUTHFIELDMI ZIP+4bullet48075
    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 2020, 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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    JULIA VAN DOMELEN PRESIDENT & DIRECTOR
    1.00     		0 0 0
    PO BOX 2521
    KALAMAZOO,MI49003
    ARTHUR E ALBIN TREASURER & DIRECTOR
    0.25     		0 0 0
    PO BOX 2521
    KALAMAZOO,MI49003
    JULIA VAN DOMELEN SECRETARY
    1.00     		0 0 0
    PO BOX 2521
    KALAMAZOO,MI49003
    GEORGE H LENNON DIRECTOR
    1.00     		0 0 0
    PO BOX 2521
    KALAMAZOO,MI49003
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    PLANTE MORAN TRUST ADVISOR 186,670
    3000 TOWN CENTER SUITE 400
    SOUTHFIELD,MI48075
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    176,530,028
    b
    Average of monthly cash balances.......................
    1b
    1,985,746
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    178,515,774
    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
    178,515,774
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,677,737
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    175,838,037
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    8,791,902
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    8,791,902
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    117,258
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    117,258
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,674,644
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    8,674,644
    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
    8,674,644
    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
    5,926,385
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,926,385
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,926,385
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 8,674,644
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 5,760,272
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 5,926,385
    a Applied to 2019, but not more than line 2a 5,760,272
    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 2020 distributable amount..... 166,113
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		8,508,531
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    JULIA VAN DOMELEN
    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 (2020)
    Form 990-PF (2020)
    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
    CATHOLIC CHURCH EXTENSION SOCIETY OF THE USA
    150 SOUTH WACKER DRIVE
    CHICAGO,IL60606     		N/A PC GENERAL 424,775
    KALAMAZOO GOSPEL MINISTRIES
    448 N BURDICK ST
    KALAMAZOO,MI49007     		N/A PC GENERAL 436,661
    NAPLES CHILDREN & EDUCATION FOUNDATION
    999 VANDERBILT BEACH RD STE 300
    NAPLES,FL34108     		N/A PC GENERAL 500,000
    CHS HEALTH CARE FOUNDATION
    9465 COUNSELORS ROW STE 200
    INDIANAPOLIS,IN46240     		N/A PC GENERAL 1,500,000
    GRACE PLACE FOR CHILDREN AND FAMILIES
    PO BOX 990531
    NAPLES,FL34116     		N/A PC GENERAL 140,000
    NEIGHBORHOOD HEALTH CLINIC
    88 12TH STREET NORTH SUITE 100
    NAPLES,FL34102     		N/A PC GENERAL 372,000
    BILL AND JULIA VAN DOMELEN FOUNDATION DONOR ADIVSED FUND
    4417 N LAKESHORE DRIVE
    HOLLAND,MI49424     		N/A PC GENERAL 2,450,000
    Total .................................bullet 3a 5,823,436
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 3,808,894  
    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 4,800,475  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 8,609,369 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,609,369
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BILL & JULIA VAN DOMELEN FOUNDATION
    EIN:
    38-2916030
    Name of Stock End of Year Book Value End of Year Fair Market Value
    26,875 SHS PEPSICO, INC. 1,537,326 3,985,563
    320,963 SHS PEPSICO INC 32,088,276 47,598,813
    96,473 SHS STRYKER CORPORATION 8,976,089 23,639,744
    177938 SHS YUM BRANDS 9,360,112 19,316,949
    180,553 SHS YUM CHINA HOLDINGS 4,100,568 10,307,771
    2587 SHS ABM INDS INC COM 85,789 97,892
    4261 SHS ACCO BRANDS CORP COM 32,817 36,005
    2032 SHS AEGION CORP COM 35,416 38,588
    727 SHS ALIBABA GROUP HLDG LTD SPONSORED ADS 132,808 169,195
    85 SHS ALPHABET INC CAP STK CL A 106,649 148,974
    57 SHS ALPHABET INC CAP STK CL C 70,577 99,857
    81 SHS AMAZON COM INC COM 148,041 263,811
    953 SHS AMERICAN INTL GROUP INC COM NEW 54,755 36,081
    61 SHS AMGEN INC COM 13,919 14,025
    167 SHS ANTHEM INC COM 43,786 53,622
    1197 SHS ARES COML REAL ESTATE CORP COM 14,348 14,256
    1111 SHS ASGN INC COM 64,078 92,802
    3330 SHS ASSURED GUARANTY LTD COM 101,863 104,862
    624 SHS AUTODESK INC COM 95,759 190,532
    143 SHS AUTOMATIC DATA PROCESSING INC COM 22,841 25,197
    44 SHS AUTOZONE INC COM 49,896 52,159
    1822 SHS AXIS CAP HLDGS LTD SHS 81,410 91,811
    2467 SHS BANK AMER CORP COM 72,279 74,775
    2422 SHS BANKUNITED INC COM 64,156 84,237
    1056 SHS TRUIST FINANCIAL CORPORATION 43,316 50,614
    1637 SHS BELDEN INC COM 65,457 68,590
    412 SHS BERKSHIRE HATHAWAY INC DEL CL B NEW 85,598 95,530
    263 SHS BEST BUY INC COM 17,297 26,245
    2032 SHS BLACKSTONE MTG TR INC COM CL A 66,266 63,674
    1584 SHS BMC STK HLDGS INC COM 43,172 85,029
    1191 SHS CACTUS INC CL A 27,825 31,049
    733 SHS CERNER CORP COM 50,106 57,526
    8881 SHS CHANGE HEALTHCARE INC COM 108,884 165,631
    365 SHS CHUBB LIMITED COM 57,738 56,181
    320 SHS CIGNA CORP NEW COM 51,404 66,618
    2788 SHS CISCO SYS INC COM 129,080 124,763
    701 SHS CITIGROUP INC COM NEW 46,847 43,224
    572 SHS COCA COLA CO COM 22,237 28,503
    640 SHS COLGATE PALMOLIVE CO COM 45,332 54,726
    914 SHS COLUMBIA BKG SYS INC COM 27,676 32,813
    1184 SHS CONOCOPHILLIPS COM 54,347 47,348
    2369 SHS COUSINS PPTYS INC COM 70,537 79,362
    390 SHS CRH PLC ADR 13,154 16,606
    580 SHS CURTISS WRIGHT CORP COM 59,211 67,483
    291 SHS CVS HEALTH CORP COM 19,353 19,875
    690 SHS DEERE & CO COM 111,019 185,645
    163 SHS DOVER CORP COM 16,059 20,579
    330 SHS EATON CORP PLC SHS 26,188 39,646
    455 SHS EDISON INTL COM 31,990 28,583
    2469 SHS ENERGIZER HLDGS INC NEW COM 102,164 104,142
    1157 SHS ENERSYS COM 71,114 96,100
    2803 SHS ENVISTA HLDGS CORP COM 62,413 94,545
    2317 SHS ESSENT GROUP LTD COM 92,132 100,094
    746 SHS EVERCORE INC CLASS A 48,903 81,791
    116 SHS EVEREST RE GROUP LTD COM 29,446 27,154
    1179 SHS EVERTEC INC COM 35,497 46,358
    875 SHS EXPEDITORS INTL WASH INC COM 65,622 83,221
    1759 SHS EXTENDED STAY AMER INC SHS 1 COM 1 CL B 20,076 26,051
    750 SHS FACEBOOK INC CL A 142,791 204,870
    160 SHS FACTSET RESH SYS INC COM 45,796 53,200
    66 SHS FIRST CTZNS BANCSHARES INC N C CL A 26,703 37,902
    3195 SHS FIRST HAWAIIAN INC COM 67,720 75,338
    1079 SHS FIRST MERCHANTS CORP COM 33,175 40,365
    1047 SHS FIRSTCASH INC COM 74,480 73,332
    146 SHS FMC CORP COM NEW 13,790 16,780
    1463 SHS FOOT LOCKER INC COM 46,218 59,164
    1890 SHS FRESH DEL MONTE PRODUCE INC ORD 49,885 45,492
    1,369 SHS FRONTDOOR INC COM 59,272 68,737
    697 SHS FTI CONSULTING INC COM 78,009 77,869
    488 SHS GLAXOSMITHKLINE PLC SPONSORED ADR 21,878 17,958
    11,589 SHS GRAPHIC PACKAGING HLDG CO COM 157,898 196,318
    709 SHS HANOVER INS GROUP INC COM 75,394 82,896
    1,656 SHS INSIGHT ENTERPRISES INC COM 86,036 126,005
    709 SHS JPMORGAN CHASE & CO COM 76,793 90,093
    4039 SHS KAR AUCTION SVCS INC COM 74,164 75,166
    104 SHS KLA-TENCOR CORP COM 16,415 26,927
    111 SHS LAM RESEARCH CORP COM 27,704 52,422
    131 SHS LANDSTAR SYS INC COM 14,770 17,640
    368 SHS LAS VEGAS SANDS CORP COM 19,360 21,933
    528 SHS LCI INDS COM 49,133 68,471
    277 SHS LENNAR CORP CL A 16,493 21,116
    451 SHS LITHIA MTRS INC CL A 63,130 131,994
    1593 SHS MADDEN STEVEN LTD COM 44,710 56,265
    834 SHS MARATHON PETE CORP COM 44,122 34,494
    778 SHS MAXIMUS INC COM 55,894 56,942
    187 SHS MCKESSON CORP COM 25,964 32,523
    354 SHS MEDTRONIC PLC SHS 39,232 41,468
    541 SHS MICRON TECHNOLOGY INC COM 24,028 40,672
    665 SHS MICROSOFT CORP COM 93,888 147,909
    296 SHS MINERALS TECHNOLOGIES INC COM 12,353 18,388
    209 SHS MOHAWK INDS INC COM 28,391 29,459
    1388 SHS MONSTER BEVERAGE CORP NEW COM 81,581 128,362
    2870 SHS NATIONAL GEN HLDGS CORP COM 64,375 98,097
    7934 SHS NAVIENT CORPORATION COM 70,890 77,912
    2602 SHS NCR CORP NEW COM 57,840 97,757
    526 SHS NELNET INC CL A 29,770 37,472
    2146 SHS NMI HLDGS INC CL A 33,740 48,607
    2183 SHS NOMAD FOODS LTD USD ORD SHS 49,099 55,492
    1734 SHS NOVARTIS A G SPONSORED ADR 152,517 163,742
    466 SHS NOVO-NORDISK A S ADR 24,044 32,550
    320 SHS NVIDIA CORPORATION COM 57,331 167,104
    233 SHS NXP SEMICONDUCTORS N V COM 24,474 37,049
    2643 SHS ORACLE CORP COM 141,403 170,976
    1070 SHS PFIZER INC COM 38,975 39,387
    1842 SHS PQ GROUP HLDGS INC COM 23,621 26,267
    1065 SHS PRA GROUP INC COM 37,654 42,238
    1630 SHS PROASSURANCE CORP COM 40,040 28,998
    670 SHS QUALCOMM INC COM 53,124 102,068
    189 SHS REGENERON PHARMACEUTICALS COM 54,297 91,308
    2101 SHS ROCHE HLDG LTD SPONSORED ADR 78,598 92,108
    2504 SHS SCHLUMBERGER LTD COM 71,070 54,662
    1651 SHS SCHWEITZER-MAUDUIT INTL INC COM 53,685 66,387
    1050 SHS SCIENCE APPLICATNS INTL CP NEW COM 81,981 99,372
    908 SHS SEI INVESTMENTS CO COM 54,802 52,183
    2217 SHS SKECHERS U S A INC CL A 70,752 79,679
    11,271 SHS SLM CORP COM 94,444 145,223
    809 SHS SPECTRUM BRANDS HLDGS INC NEW COM 36,045 63,895
    630 SHS SPIRIT RLTY CAP INC NEW COM NEW 23,821 25,307
    529 SHS STANDARD MTR PRODS INC COM 23,741 21,403
    871 SHS STARBUCKS CORP COM 81,264 93,180
    2627 SHS SYKES ENTERPRISES INC COM 78,069 98,959
    1440 SHS SYNEOS HEALTH INC CL A 74,942 98,107
    1631 SHS SYNOVUS FINL CORP COM NEW 44,068 52,795
    491 SHS TOLL BROTHERS INC COM 17,570 21,344
    1277 SHS TTEC HLDGS INC COM 57,594 93,132
    2181 SHS UMPQUA HLDGS CORP COM 28,044 33,020
    100 SHS UNION PACIFIC CORP COM 16,627 20,822
    109 SHS UNITEDHEALTH GROUP INC COM 25,071 38,224
    943 SHS UNIVERSAL CORP VA COM 45,001 45,839
    5414 SHS VALVOLINE INC COM 106,067 125,280
    947 SHS VISA INC COM CL A 167,287 207,137
    992 SHS WALKER & DUNLOP INC COM 44,766 91,284
    1386 SHS WASHINGTON FED INC COM 40,064 35,676
    1702 SHS WESCO INTL INC COM 67,346 133,607
    84 SHS WHITE MTNS INS GROUP LTD COM 79,159 84,055
    4091 SHS WORLD FUEL SVCS CORP COM 115,737 127,476
    1907 SHS YELP INC CL A 46,570 62,302
    8,344 SHS INTERRAD MEDICAL, INC 12,516 12,516
    813 SHS AECOM 29,157 40,471
    418 SHS AFLAC INC 15,013 18,588
    203 SHS ABBVIE INC 20,274 21,751
    227 SHS ALLISON TRANSMISSION HOLDINGS INC CORP COMMON 8,670 9,791
    287 SHS AMERISOURCEBERGEN CORP 24,575 28,057
    473 SHS APPLIED MATERIALS INC 22,860 40,820
    787 SHS AVANTOR INC 13,198 22,154
    873 SHS BOEING COMPANY 146,228 186,874
    1027 SHS CALLAWAY GOLF CO CORP COMMON 20,235 24,658
    637 SHS CANADIAN NATURAL RES F 11,342 15,320
    208 SHS CATERPILLAR INC 25,173 37,860
    903 SHS CENTERPOINT ENERGY INC 16,953 19,541
    4,587 SHS CHAMPIONX CORP COMMON 47,837 70,181
    558 SHS CHARLES SCHWAB & CO INC 19,515 29,596
    1,614 SHS COMMSCOPE HOLDING COMPANY INC CORP COMMON 19,666 21,628
    905 SHS CONCENTRIX CORP COM 97,384 89,324
    1,501 SHS COVANTA HOLDING CORPORATION 12,800 19,708
    88 SHS CUMMINS INC COM 14,553 19,985
    3,445 SHS DXC TECHNOLOGY CO 52,713 88,709
    932 SHS DIAMONDBACK ENERGY INC 28,361 45,109
    717 SHS DISNEY (WALT) CO HOLDING CO 90,913 129,906
    656 SHS DUPONT DE NEMOURS INC 45,273 46,648
    244 SHS EMCOR GROUP INC 16,152 22,316
    247 SHS FEDERAL AGRICULTURAL MORTGAGE CORP 16,132 18,340
    631 SHS FIFTH THIRD BANCORP COM 11,689 17,397
    1,001 SHS FIRST AMERICAN FINANCIAL CORP 47,262 51,682
    4,033 SHS FIRST HORIZON NATIONAL CORP 36,424 51,461
    93 SHS GENERAL DYNAMICS CORP 14,116 13,840
    102 SHS GOLDMAN SACHS GRP 24,961 26,898
    3,016 SHS GRAFTECH INTERNATIONAL LTD CORP COMMON 25,915 32,151
    3,030 SHS HANESBRANDS INC 33,434 44,177
    2,327 SHS HARLEY DAVIDSON INC COM 61,904 85,401
    2,560 SHS HARSCO CORP 32,134 46,029
    1,692 SHS HELMERICH & PAYNE INC 33,621 39,187
    748 SHS HILLENBRAND INC 17,598 29,770
    890 SHS HOWMET AEROSPACE INC 16,977 25,401
    2,118 SHS HUNTINGTON BANCSHARES INC 21,810 26,750
    58 SHS HUNTINGTON INGALLS INDUSTRIES INC 12,931 9,888
    972 SHS HUNTSMAN CORPORATION 17,926 24,436
    168 SHS ILLUMINA, INC 49,582 62,160
    644 SHS INGEVITY CORP COM 27,458 48,770
    1,224 SHS INTERDIGITAL INC 70,779 74,272
    1,806 SHS INTERNATIONAL GAME TECH 13,728 77,839
    57 SHS INTUITIVE SURGICAL INC 28,706 46,632
    594 SHS JOHNSON & CORP COMMON 81,647 93,484
    159 SHS JONES LANG LASALLE INCORPORATED 15,548 23,591
    1,210 SHS KINROSS GOLD CORPORATION 8,211 8,881
    517 SHS KORN FERRY 15,557 22,490
    835 SHS KROGER COMPANY 27,026 26,520
    551 SHS LKQ CORP 17,093 19,417
    70 SHS LEAR CORP 6,184 11,132
    106 SHS LOWES COS INC COM 11,648 17,014
    101 SHS MARSH & MCLENNAN COS INC COM 9,492 11,817
    432 SHS MASTEC INC 14,929 29,454
    1,733 SHS MR COOPER GROUP INC 19,664 53,775
    2,305 SHS NATIONAL EVERGY SVCS 19,815 22,889
    245 SHS NEWMONT MINING CORP 10,977 14,673
    491 SHS NEXSTAR MEDIA GROUP INC 43,635 53,612
    41 SHS NORTHROP GRUMMAN CORP 12,115 12,494
    389 SHS ON SEMICONDUCTOR CORP 5,475 12,732
    201 SHS OTIS WORLDWIDE CORP 14,047 13,578
    92 SHS PPG INDUSTRIES INC 8,207 13,268
    2,923 SHS PARSLEY ENERGY INC 35,182 41,507
    326 SHS PENNYMAC FINL SVCS INC NEW 15,736 21,392
    424 SHS PROGRESSIVE CORP OH 32,558 41,925
    124 SHS QORVO INC 11,106 20,617
    1,854 SHS R1 RCM INC 19,378 44,533
    1,884 SHS RACKSPACE TECHNOLOGY INC CORP COMMON 33,335 35,909
    162 SHS REINSURANCE GROUP OF AMERICA INC 12,503 18,776
    134 SHS ROBERT HALF INTL INC 7,680 8,372
    331 SHS SS&C TECHNOLOGIES HOLDINGS INC 17,165 24,080
    611 SHS SALESFORCE.COM INC 93,563 135,966
    1,689 SHS SALLY BEAUTY HLDG 20,895 22,025
    267 SHS SOUTH ST CORP 17,212 19,304
    2,890 SHS STARWOOD PPTY TR INC 43,605 55,777
    514 SHS STEEL DYNAMICS INC 16,811 18,951
    948 SHS STRIDE INC 20,724 20,126
    299 SHS T-MOBILE US INC 31,347 40,320
    308 SHS TJX COMPANIES INC 14,394 21,033
    888 SHS TAPESTRY INC 12,873 27,599
    1,149 SHS TEMPER SEALY INTERNATIONAL INC 15,353 31,023
    1,165 SHS TEREX CORP 20,880 40,647
    1,278 SHS ULTRA CLEAN HOLDINGS INC 25,336 39,810
    3,985 SHS UNISYS CORPORATION 47,591 22,555
    93 SHS UNITED RENTALS INC 10,619 21,568
    604 SHS VIATRIS INC CORP COMMON 6,425 11,319
    1,213 SHS VISTRA ENERGY CORP 25,671 23,848
    287 SHS WESTROCK CO 10,682 12,493
    108 SHS WILLIAMS SONOMA INC 4,835 10,999
    216 SHS WORKDAY INC CLASS A 31,292 51,756
    241 SHS WYNDHAM HOTELS & RESORTS INC 12,050 14,325
    577 SHS WYNDHAM WORLDWIDE CORP 17,344 25,884
    2,912 SHS YAMANA GOLD INC 11,013 16,628
    171 SHS AERCAP HOLDINGS NV 7,086 7,794
    1,475 SHS PETROLEO BRASIERIO 12,867 16,564
    66 SHS RENAISSANCERE HLDGS LTD 12,009 10,944

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BILL & JULIA VAN DOMELEN FOUNDATION
    EIN:
    38-2916030
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    126495.46 SHS MFS INTERNATIONAL INTRINSIC VALUE R6 AT COST 4,870,684 6,558,789
    185,741.03 SHS HARDING LOEVNER EMERGING MARKETS AT COST 3,370,198 4,756,828
    624540.19 SHS METROPOLITAN WEST FDS TOTAL RET CL I AT COST 6,845,226 6,982,359
    142,049.99 SHS PIMCO INCOME FUND INSTITUTIONAL FUND AT COST 1,700,054 1,720,225
    14485.379 SHS T. ROWE PRICE MID-CAP GROWTH FUND I CLASS AT COST 1,110,500 1,639,455
    33,649.0250 SHS VANGUARD EXTENDED MARKET INDEX AT COST 3,000,826 5,541,321
    2,411.6930 SHS AMERICAN BEACON INTL EQ AT COST 50,010 44,260
    41,445.2790 SHS T ROWE PRICE INSTL MID-CAP EQUITY GROWTH AT COST 2,220,252 3,003,539
    51,989.4900 VANGUARD INTERNATIONAL GROWTH ADM AT COST 4,155,000 8,333,395
    FSP 303 EAST WACKER DRIVE CORP AT COST 17,964 354
    17,451,8770 SHS EUROPACIFIC GROWTH FUND CLASS F3 AT COST 875,200 1,210,462
    77,903.357 SHS VANGUARD S&P 500 ETF AT COST 17,103,676 26,774,605
    169650.045 SHS VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF AT COST 6,480,487 8,009,179
    9,057.97 SHS MFS INTERNATIONAL INTRINSIC VALUE FUND I AT COST 400,000 494,293
    199,025.377 SHS FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND AT COST 1,868,000 1,986,273
    624,082.359 SHS FEDERATED HERMES TOTAL RETURN BOND FUND R6 AT COST 6,892,863 7,214,392

    TY 2020 LegalFeesSchedule
    Name:
    BILL & JULIA VAN DOMELEN FOUNDATION
    EIN:
    38-2916030
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 19,228 9,614   9,614


    TY 2020 OtherDecreasesSchedule
    Name:
    BILL & JULIA VAN DOMELEN FOUNDATION
    EIN:
    38-2916030
    Description Amount
    BASIS ADJUSTMENT OF SECURITIES CONTRIBUTED 201,153


    TY 2020 OtherExpensesSchedule
    Name:
    BILL & JULIA VAN DOMELEN FOUNDATION
    EIN:
    38-2916030
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SERVICE FEES 16 8   0
    TGAP- INVESTMENT FEES 217 108   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BILL & JULIA VAN DOMELEN FOUNDATION
    EIN:
    38-2916030
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PLANTE MORAN FINANCIAL ADVISORS-INVESTMENT FEES 45,858 22,929   0
    PLANTE MORAN TRUST- AGENT FEES 186,670 93,335   93,335


    TY 2020 TaxesSchedule
    Name:
    BILL & JULIA VAN DOMELEN FOUNDATION
    EIN:
    38-2916030
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 104,000 0   0
    FOREIGN TAX 37,604 37,604   0