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
MARVIN G & JERENE L DEWITT FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)280 N RIVER AVE SUITE B
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOLLAND, MI49424
A Employer identification number

38-3336470
B Telephone number (see instructions)

(616) 393-8160
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$2,078,407
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 792 792  
4 Dividends and interest from securities... 45,958 45,958  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 447,995
b Gross sales price for all assets on line 6a 1,968,547
7 Capital gain net income (from Part IV, line 2)... 447,995
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........ 494,745 494,745  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 11,985 2,996   8,989
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 12,181 12,161   20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,166 15,157   9,009
25 Contributions, gifts, grants paid....... 1,155,100 1,155,100
26 Total expenses and disbursements. Add lines 24 and 25 1,179,266 15,157   1,164,109
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -684,521
b Net investment income (if negative, enter -0-) 479,588
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............. 150,532 67,587 67,587
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) 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)....... 1,560,683 Click to see attachment1,057,693 2,010,820
c Investments—corporate bonds (attach schedule)....... 98,586    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 1,809,801 1,125,280 2,078,407
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,809,801 1,125,280
29 Total net assets or fund balances (see instructions)..... 1,809,801 1,125,280
30 Total liabilities and net assets/fund balances (see instructions). 1,809,801 1,125,280
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
1,809,801
2
Enter amount from Part I, line 27a .....................
2
-684,521
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,125,280
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,125,280
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 APPLE, INC. P 2016-03-23 2020-10-22
b CITRIX SYSTEMS P 2020-03-17 2020-07-24
c HONEYWELL INTERNATIONAL P 2011-08-05 2020-03-16
d PHILLIPS 66 P 2017-09-29 2020-02-24
e WEYERHAEUSER CO REIT P 2020-03-24 2020-10-30
ADOBE INC P 2020-03-17 2020-09-21
CVS HEALTH CORP P 2019-10-17 2020-01-30
INTUITIVE SURGICAL INC P 2020-04-09 2020-09-03
PIONEER NATURAL RESOURCES P 2020-04-27 2020-09-24
HANESBRANDS INC P 2011-08-05 2020-10-05
APPLIED MATERIALS INC P 2020-04-14 2020-10-28
CHEVRON CORP P 2020-07-22 2020-10-22
JP MORGAN CHASE & CO P 2019-09-19 2020-03-12
RAYTHEON CO P 2016-03-30 2020-03-11
NORTHROP GRUMAN CORP P 2018-02-08 2020-10-15
AMAZON P 2016-03-23 2020-10-22
DELTA AIRLINES INC P 2019-01-24 2020-02-03
JP MORGAN CHASE & CO P 2018-11-06 2020-10-28
STARBUCKS CORP P 2020-03-19 2020-06-26
AMERICAN EXPRESS P 2020-03-17 2020-06-19
DELTA AIRLINES INC P 2019-03-06 2020-02-03
L3HARRIS TECHNOLOGIES INC P 2019-08-27 2020-09-21
SHERWIN WILLIAMS CO P 2015-05-07 2020-02-27
BECTON DICKINSON & CO P 2018-01-22 2020-02-24
DOLLAR GENERAL P 2020-03-03 2020-10-22
L3HARRIS TECHNOLOGIES INC P 2019-10-15 2020-09-21
SQUARE INC CL A P 2020-04-09 2020-07-09
BOSTON PROPERTIES INC REIT P 2020-06-18 2020-10-28
DR HORTON INC P 2019-04-23 2020-03-12
MCDONALDS CORP P 2018-01-18 2020-10-22
STRYKER CORP P 2016-05-05 2020-03-12
CATERPILLAR INC P 2016-03-21 2020-03-16
WALT DISNEY CO P 2016-04-13 2020-03-12
MEDTRONIC PLC P 2016-11-23 2020-03-16
TYSON FOODS CL A P 2020-03-24 2020-09-03
CONOCOPHILLIPS P 2019-01-08 2020-02-28
DTE ENERGY P 2019-03-22 2020-01-30
MICROSOFT CORP P 2017-01-20 2020-10-22
UNION PACIFIC P 2020-03-17 2020-10-28
CONOCOPHILLIPS P 2019-09-16 2020-02-28
EATON CORP PLC P 2019-10-28 2020-02-28
MOTOROLA SOLUTIONS INC P 2019-10-17 2020-07-22
US BANCORP P 2016-03-30 2020-03-05
CONOCOPHILLIPS P 2018-12-28 2020-03-11
EDWARDS LIFESCIENCES P 2018-06-13 2020-03-11
M&T BANK CORP P 2020-03-24 2020-09-24
UNITED TECHNOLOGIES P 2019-11-12 2020-02-27
CONOCOPHILLIPS P 2019-08-01 2020-03-11
FACEBOOK INC CL A P 2016-04-13 2020-10-22
NEXTERA ENERGY INC P 2019-03-22 2020-10-22
VISA INC CL A P 2015-02-23 2020-10-22
COSTCO P 2016-05-24 2020-10-22
GILEAD SCIENCES INC P 2020-04-09 2020-08-27
NEWMONT CORP P 2020-07-09 2020-12-10
VULCAN MATERIALS CO P 2019-10-25 2020-02-27
SALESFORCE.COM INC P 2018-03-02 2020-03-11
ALPHABET INC CL C P 2015-02-23 2020-10-22
NIKE INC CL B P 2020-02-03 2020-03-12
VMWARE INC CL A P 2020-11-19 2020-02-27
CINTAS CORP P 2020-03-09 2020-07-01
HOME DEPOT INC P 2016-03-23 2020-10-22
NUCOR CORP P 2020-03-26 2020-06-16
WASTE MGMT INC P 2016-04-26 2020-03-16
(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 35,100   8,131 26,969
b 7,170   6,356 814
c 20,822   10,727 10,095
d 43,210   45,760 -2,550
e 13,427   9,647 3,780
23,421   18,082 5,339
20,718   20,089 629
7,401   4,984 2,417
17,234   16,428 806
248,189   101,775 146,414
17,322   16,870 452
21,231   27,276 -6,045
8,908   11,964 -3,056
46,882   37,092 9,790
100,000   98,586 1,414
78,898   14,226 64,672
28,103   24,300 3,803
28,268   32,457 -4,189
5,356   4,628 728
9,974   8,863 1,111
16,862   16,715 147
17,721   21,146 -3,425
54,055   27,711 26,344
50,128   45,940 4,188
10,810   8,096 2,714
17,721   20,637 -2,916
25,896   14,127 11,769
7,129   9,556 -2,427
33,732   36,944 -3,212
11,420   8,735 2,685
24,602   16,503 8,099
44,698   34,329 10,369
18,614   19,913 -1,299
40,340   37,974 2,366
6,145   6,021 124
4,762   6,412 -1,650
26,388   25,476 912
21,382   6,261 15,121
34,925   29,852 5,073
19,047   25,096 -6,049
27,003   26,784 219
14,106   17,640 -3,534
58,062   55,827 2,235
6,331   12,387 -6,056
39,121   30,494 8,627
4,497   5,370 -873
26,881   30,520 -3,639
9,497   17,709 -8,212
13,880   5,499 8,381
15,100   9,748 5,352
57,698   24,637 33,061
61,316   28,629 32,687
13,107   15,667 -2,560
89,480   94,746 -5,266
24,354   28,606 -4,252
45,431   36,460 8,971
35,155   13,601 21,554
22,741   29,500 -6,759
27,864   32,987 -5,123
26,834   21,119 5,715
28,392   13,100 15,292
13,357   11,097 2,260
40,329   22,740 17,589
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       26,969
b       814
c       10,095
d       -2,550
e       3,780
      5,339
      629
      2,417
      806
      146,414
      452
      -6,045
      -3,056
      9,790
      1,414
      64,672
      3,803
      -4,189
      728
      1,111
      147
      -3,425
      26,344
      4,188
      2,714
      -2,916
      11,769
      -2,427
      -3,212
      2,685
      8,099
      10,369
      -1,299
      2,366
      124
      -1,650
      912
      15,121
      5,073
      -6,049
      219
      -3,534
      2,235
      -6,056
      8,627
      -873
      -3,639
      -8,212
      8,381
      5,352
      33,061
      32,687
      -2,560
      -5,266
      -4,252
      8,971
      21,554
      -6,759
      -5,123
      5,715
      15,292
      2,260
      17,589
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 2 447,995
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 -18,914
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 6,666
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  
3 Add lines 1 and 2........................... 3 6,666
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,666
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,939
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,939
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,273
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,273 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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 instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBOB DEBOER Telephone no.bullet (616) 393-8160

    Located atbullet280 N RIVER AVENUESUITE BHOLLANDMI ZIP+4bullet49424
    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
    NANCY L HAVEMAN PRESIDENT
    0.05
    0 0 0
    8065 OLIVE SHORE DRIVE
    WEST OLIVE,MI49460
    MERLE J DEWITT VICE-PRESIDE
    0.05
    0 0 0
    8700 124TH AVENUE
    WEST OLIVE,MI49460
    MARILYN J NORMAN TREASURER
    0.05
    0 0 0
    795 SOUTH SHORE DRIVE
    HOLLAND,MI49423
    GARY D DEWITT TRUSTEE
    0.05
    0 0 0
    141 CENTRAL AVE SUITE 420
    HOLLAND,MI49423
    DONALD L DEWITT TRUSTEE
    0.05
    0 0 0
    8029 120TH AVENUE
    HOLLAND,MI49424
    KEITH A DEWITT TRUSTEE
    0.05
    0 0 0
    17490 W SPRING LAKE ROAD
    SPRING LAKE,MI49456
    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  
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    2,611,176
    b
    Average of monthly cash balances.......................
    1b
    104,401
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,715,577
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,715,577
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    40,734
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,674,843
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    133,742
    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
    133,742
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,666
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,666
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    127,076
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    127,076
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    127,076
    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
    1,164,109
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    1,164,109
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,164,109
    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 7 127,076
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 2,273,614
    b From 2016...... 1,855,133
    c From 2017...... 1,912,894
    d From 2018...... 2,473,573
    e From 2019...... 1,595,835
    fTotal of lines 3a through e........ 10,111,049
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,164,109
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount..... 127,076
    e Remaining amount distributed out of corpus 1,037,033
    5 Excess distributions carryover applied to 2020.    
    (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 11,148,082
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    2,273,614
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    8,874,468
    10 Analysis of line 9:
    a Excess from 2016.... 1,855,133
    b Excess from 2017.... 1,912,894
    c Excess from 2018.... 2,473,573
    d Excess from 2019.... 1,595,835
    e Excess from 2020.... 1,037,033
    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).)
    NANCY L HAVEMEN
    MERLE J DEWITT
    MARILYN J NORMAN
    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
    ADA BIBLE CHURCH
    8899 CASCADE RD SE
    ADA,MI49301
    NONE PC ANNUAL SUPPORT 5,000
    ASSOC FOR MORE JUST SOCIETY
    PO BOX 888631
    GRAND RAPIDS,MI49588
    NONE PC ANNUAL SUPPORT 35,000
    APOLOGIA
    P O BOX 9646
    PUEBLO,CO81008
    NONE PC ANNUAL SUPPORT 1,000
    BETHANY CHRISTIAN SERVICES
    11335 JAMES STREET
    HOLLAND,MI49424
    NONE PC ANNUAL SUPPORT 10,000
    BIBLE LEAGUE
    1 BIBLE LEAGUE PLAZA
    CRETE,IL60417
    NONE PC ANNUAL SUPPORT 5,000
    CALVERY REFORMED CHURCH
    995 EAST 8TH STREET
    HOLLAND,MI49423
    NONE PC ANNUAL SUPPORT 100
    CDS LAKESHORE HEAD START
    100 SOUTH PINE STREET
    SUITE 220
    ZEELAND,MI49464
    NONE PC ANNUAL SUPPORT 5,000
    CENTER FOR WOMEN IN TRANSITION
    411 BUTTERNUT DRIVE
    HOLLAND,MI49424
    NONE PC ANNUAL SUPPORT 1,000
    KEYS FOR KIDS MINISTRIES
    P O BOX 1001
    GRAND RAPIDS,MI49501
    NONE PC ANNUAL SUPPORT 10,000
    CITY ON A HILL
    100 PINE STREET 75
    ZEELAND,MI49464
    NONE PC ANNUAL SUPPORT 5,000
    COMMUNITY REFORMED CHURCH
    10376 FELCH STREET
    ZEELAND,MI49464
    NONE PC ANNUAL SUPPORT 25,000
    COMMUNITY FOUND HOLLANDZEELAND
    85 EAST 8TH STREET
    SUITE 110
    HOLLAND,MI49423
    NONE PC ANNUAL SUPPORT 5,000
    CRITTER BARN
    9275 ADAMS STREET
    ZEELAND,MI49464
    NONE PC ANNUAL SUPPORT 6,000
    ENGEDI CHURCH
    710 CHICAGO DRIVE
    SUITE 100
    HOLLAND,MI49423
    NONE PC ANNUAL SUPPORT 5,000
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80920
    NONE PC ANNUAL SUPPORT 25,000
    FORGOTTEN MAN MINISTRIES
    3940 FRUIT RIDGE AVE NW
    GRAND RAPIDS,MI49544
    NONE PC ANNUAL SUPPORT 2,500
    FRIENDS OF AMH
    C/O DELANO ROOSEVELT
    8081 WOLFTRAP RD-THIRD FL
    VIENNA,VA22182
    NONE PC ANNUAL SUPPORT 100,000
    GENEVA CAMP & RETREAT CENTER
    3995 NORTH LAKESHORE DR
    HOLLAND,MI49424
    NONE PC ANNUAL SUPPORT 20,000
    GRACE ADVENTURES
    2100 N RIDGE RD
    SILVER LAKE,MI49436
    NONE PC ANNUAL SUPPORT 25,000
    HOLLAND RESCUE MISSION
    356 FAIRBANKS AVENUE
    HOLLAND,MI49423
    NONE PC ANNUAL SUPPORT 25,000
    HOPE COLLEGE-CAMPUS MIN HOUSE
    PO BOX 9000
    HOLLAND,MI494229904
    NONE PC ANNUAL SUPPORT 25,000
    HOPE COLLEGE-MILLER CENTER
    PO BOX 9000
    HOLLAND,MI49422
    NONE PC ANNUAL SUPPORT 50,000
    HOSPICE OF HOLLAND
    270 HOOVER BLVD
    HOLLAND,MI49423
    NONE PC ANNUAL SUPPORT 25,000
    LAKESHORE PREGNANCY CENTER
    339 S RIVER AVENUE
    HOLLAND,MI49423
    NONE PC ANNUAL SUPPORT 1,000
    MISSION INDIA
    PO BOX 141312
    GRAND RAPIDS,MI49514
    NONE PC ANNUAL SUPPORT 95,000
    NORTHWESTERN COLLEGE
    101 SEVENTH STREET SW
    ORANGE CITY,IA51041
    NONE PC ANNUAL SUPPORT 255,000
    OLIVE TOWNSHIP HISTORICAL SOCIETY
    6480 136TH AVE
    HOLLAND,MI49424
    NONE PC ANNUAL SUPPORT 1,000
    ONE WAY MINISTRIES
    PO BOX 103
    ZEELAND,MI49464
    NONE PC ANNUAL SUPPORT 2,000
    OTHER WAY MINISTIRES
    710 WEST FULTON
    GRAND RAPIDS,MI49504
    NONE PC ANNUAL SUPPORT 10,000
    OTTAWA REFORMED CHURCH
    11390 STANTON STREET
    WEST OLIVE,MI49460
    NONE PC ANNUAL SUPPORT 7,500
    OUTDOOR DISCOVERY CENTER
    A-4214 56TH STREET
    HOLLAND,MI49423
    NONE PC ANNUAL SUPPORT 5,000
    PART SYNOD MI RCA CRAN HILL RA
    14444 17 MILE ROAD
    RODNEY,MI49342
    NONE PC ANNUAL SUPPORT 150,000
    REFORMED CHURCH IN AMERICA
    4500 60TH ST SE
    GRAND RAPIDS,MI49512
    NONE PC ANNUAL SUPPORT 95,000
    RIDGE POINT COMMUNITY CHURCH
    340 140TH AVE
    HOLLAND,MI49424
    NONE PC ANNUAL SUPPORT 5,000
    RIGHT TO LIFE MI ED FUND
    2340 PORTER ST SW
    GRAND RAPIDS,MI495090901
    NONE PC ANNUAL SUPPORT 1,000
    UNITED WAY OF OTTAWA COUNTY
    115 CLOVER ST
    SUITE 300
    HOLLAND,MI49423
    NONE PC ANNUAL SUPPORT 1,000
    UNITED WAY OF THE LAKESHORE
    PO BOX 207
    MUSKEGON,MI49443
    NONE PC ANNUAL SUPPORT 1,000
    WEDGEWOOD CHRISTIAN SERVICES
    3300 36TH STREET SE
    GRAND RAPIDS,MI49512
    NONE PC ANNUAL SUPPORT 25,000
    WINNING AT HOME
    300 SOUTH STATE ST
    SUITE 13
    ZEELAND,MI49464
    NONE PC ANNUAL SUPPORT 25,000
    WORDS OF HOPE
    700 BALL AVE NE
    GRAND RAPIDS,MI49503
    NONE PC ANNUAL SUPPORT 20,000
    YOUNG LIFE OF HOLLAND
    96 WEST 15TH STREET
    SUITE 108
    HOLLAND,MI49423
    NONE PC ANNUAL SUPPORT 5,000
    ZEELAND COMMUNITY HOSPITAL FOUND
    8333 FELCH STREET
    ZEELAND,MI49464
    NONE PC ANNUAL SUPPORT 10,000
    ZEELAND PUBLIC SCHOOL FOUND
    183 W ROOSEVELT
    ZEELAND,MI49464
    NONE PC ANNUAL SUPPORT 10,000
    ZEELAND SOCIETY FOR CHR INSTR
    334 WEST CENTRAL AVE
    ZEELAND,MI49464
    NONE PC ANNUAL SUPPORT 10,000
    HARVEST BIBLE CHAPEL SPRING LAKE
    225 E EXCHANGE ST
    SPRING LAKE,MI49456
    NONE PC ANNUAL SUPPORT 5,000
    Total .................................bullet 3a 1,155,100
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........
        14 792  
    4 Dividends and interest from securities....     14 45,958  
    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 ............
        18 447,995  
    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)..   494,745  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    494,745
    (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 AccountingFeesSchedule
    Name:
    MARVIN G & JERENE L DEWITT FAMILY
     
    FOUNDATION
    EIN:
    38-3336470
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING FEES 8,545 2,136   6,409
    ACCOUNTING FEES 3,440 860   2,580

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MARVIN G & JERENE L DEWITT FAMILY
     
    FOUNDATION
    EIN:
    38-3336470
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100,000 NORTHROP GRUMMAN CORP    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MARVIN G & JERENE L DEWITT FAMILY
     
    FOUNDATION
    EIN:
    38-3336470
    Name of Stock End of Year Book Value End of Year Fair Market Value
    100 MERCK & CO 8,343 8,180
    35 REGENERON PHARMACEUTICALS 21,406 16,909
    200 ABBOT LABORATORIES 14,077 21,898
    150 STRYKER CORP 16,503 36,756
    300 WALT DISNEY CO 29,669 54,354
    25 NETFLIX INC 12,511 13,518
    300 MCDONALD'S CORP 50,539 64,374
    150 COSTCO WHOLESALE CORP 21,048 56,517
    250 DOLLAR GENERAL CORP 30,423 52,575
    300 HOME DEPOT INC 35,562 79,686
    300 D R HORTON INC 20,478 20,676
    100 VULCAN MATERIALS CO 14,281 14,831
    50 AMAZON.COM INC 19,086 162,847
    25 DEXCOM INC 6,262 9,243
    400 MICROSOFT CORP 25,043 88,968
    100 SALESFORCE.COM INC 22,071 22,253
    200 COMCAST CORP CL A 7,116 10,480
    700 VERIZON WIRELESS 39,456 41,125
    100 3M CO 13,697 17,479
    400 WASTE MGMT INC 22,740 47,172
    200 JACOBS ENGINEERING GRP 20,164 21,792
    150 CATERPILLAR INC 11,173 27,303
    100 DEERE & CO 15,048 26,905
    60 THERMO FISHER SCIENTIFIC 19,532 27,947
    15,000 HANESBRANDS INC 101,775 218,700
    250 HONEYWELL INTERNATIONAL INC 21,508 53,175
    75 LOCKHEED MARTIN CORP 27,206 26,624
    1300 APPLE INC 34,587 172,497
    500 CHEVRON CORP 36,226 42,225
    100 AIR PRODUCTS & CHEMICALS 25,197 27,322
    200 SOUTHWEST AIRLINES CO 7,829 9,322
    200 UNITED PARCEL SERVICE 21,745 33,680
    250 VISA INC CL A 17,013 54,683
    100 CROWN CASTLE INTL CORP NEW COM 14,095 15,919
    500 DOMINION ENERGY 40,862 37,600
    600 NEXTERA ENERGY INC 28,966 46,290
    200 PROLOGIS INC REIT 18,087 19,932
    50 ALPHABET INC CL C 26,586 87,594
    200 BALL CORP 12,842 18,636
    400 BLACKSTONE GRP INC CL A 22,341 25,924
    250 FACEBOOK INC CL A 21,361 68,290
    100 ZOETIS INC 9,274 16,550
    150 PROCTOR & GAMBLE CO 16,278 20,871
    100 ZILLOW GRP INC CL C 9,957 12,980
    150 PAYPAL HLDGS INC 29,678 35,130
    150 CHUBB LTD 18,052 23,088
    100 MOTOROLA SOLUTIONS INC    
    100 SHERWIN WILLIAMS CO    
    100 UNITED TECHONLOGIES CORP    
    100 VMWARE INC CL A    
    200 BECTON DICKINSON & CO    
    200 DTE ENERGY COMPANY    
    200 EDWARDS LIFESCIENCES    
    200 L3 HARRIS TECHNOLOGIES INC    
    300 CVS HEALTH CORP    
    300 EATON CORP PLC    
    300 RAYTHEON CORP    
    400 JP MORGAN CHASE & CO    
    500 MEDTRONIC PLC    
    500 PHILLIPS 66    
    800 DELTA AIR LINES INC    
    1,000 CONOCOPHILLIPS    
    1,300 US BANCORP    

    TY 2020 OtherExpensesSchedule
    Name:
    MARVIN G & JERENE L DEWITT FAMILY
     
    FOUNDATION
    EIN:
    38-3336470
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MANAGEMENT FEES 11,046 11,046    
    STATE FILING FEE 20     20
    CUSTODY FEES 1,115 1,115