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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$226,235,833J 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... 4,049,570 4,048,515  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,799,751
b Gross sales price for all assets on line 6a 18,956,061
7 Capital gain net income (from Part IV, line 2)... 8,799,751
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........ 12,849,321 12,848,266  
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 225 113   112
b Accounting fees (attach schedule)....... Click to see attachment 300 150   150
c Other professional fees (attach schedule).... Click to see attachment 326,711 203,565   123,146
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 229,646 56,646   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 556,882 260,474   123,408
25 Contributions, gifts, grants paid....... 8,517,043 8,517,043
26 Total expenses and disbursements. Add lines 24 and 25 9,073,925 260,474   8,640,451
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,775,396
b Net investment income (if negative, enter -0-) 12,587,792
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 2,566,681 1,334,398 1,334,398
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)....... 109,767,238 Click to see attachment107,691,233 201,782,334
c Investments—corporate bonds (attach schedule)....... 17,306,143 Click to see attachment22,867,407 23,043,160
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,964 Click to see attachment160,071 75,941
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) 129,658,026 132,053,109 226,235,833
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 129,658,026 132,053,109
29 Total net assets or fund balances (see instructions)..... 129,658,026 132,053,109
30 Total liabilities and net assets/fund balances (see instructions). 129,658,026 132,053,109
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
129,658,026
2
Enter amount from Part I, line 27a .....................
2
3,775,396
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
133,433,422
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,380,313
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
132,053,109
Form 990-PF (2021)
Form 990-PF (2021)
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 SCHWAB 9148 ST COVERED P    
b PMT 896000 ST COVERED P    
c SCHWAB 9850 ST COVERED P    
d SCHWAB 1960 ST COVERED P    
e FSP 303 WEST WACKER DRIVE P    
SCHWAB 9148 LT COVERED P    
SCHWAB 7149 LT COVERED P    
SCHWAB 896000 LT COVERED P    
SCHWAB 9850 LT COVERED P    
SCHWAB 1960 LT COVERED P    
ST WASH SALE DISALLOWED P    
LT 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 1,092,806   725,834 366,972
b 939,450   970,250 -30,800
c 30,344   43,790 -13,446
d 452,043   404,516 47,527
e 36     36
1,388,062   873,267 514,795
11,384,151   5,968,658 5,415,493
299,550   310,777 -11,227
260,728   148,533 112,195
963,291   710,685 252,606
1,069     1,069
550     550
2,143,981     2,143,981
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       366,972
b       -30,800
c       -13,446
d       47,527
e       36
      514,795
      5,415,493
      -11,227
      112,195
      252,606
      1,069
      550
      2,143,981
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 8,799,751
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 174,970
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- ..... 5 174,970
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 180,591
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 230,591
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 55,621
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet55,621 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 246,591
    3000 TOWN CENTER SUITE 400
    SOUTHFIELD,MI48075
    PLANTE MORAN FINANCIAL ADVISORS INVESTMENT MANAGER 80,420
    3000 TOWN CENTER SUITE 400
    SOUTHFIELD,MI48075
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    213,590,141
    b
    Average of monthly cash balances.......................
    1b
    2,914,934
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    216,505,075
    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
    216,505,075
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,247,576
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    213,257,499
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    10,662,875
    Part X
    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 IX, line 6..................
    1
    10,662,875
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    174,970
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    174,970
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    10,487,905
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    10,487,905
    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 XII, line 1 ...
    7
    10,487,905
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 10,487,905
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 8,508,531
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 8,640,451
    a Applied to 2020, but not more than line 2a 8,508,531
    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 2021 distributable amount..... 131,920
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		10,355,985
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    GRACE PLACE FOR CHILDREN AND FAMILIES
    PO BOX 990531
    NAPLES,FL34116     		N/A PC GENERAL 200,000
    KALAMAZOO GOSPEL MINISTRIES
    448 N BURDICK ST
    KALAMAZOO,MI49007     		N/A PC GENERAL 138,339
    NAPLES CHILDREN & EDUCATION FOUNDATION
    999 VANDERBILT BEACH RD STE 300
    NAPLES,FL34108     		N/A PC GENERAL 250,000
    NEIGHBORHOOD HEALTH CLINIC
    88 12TH STREET NORTH SUITE 100
    NAPLES,FL34102     		N/A PC GENERAL 3,308,704
    NAPLES ZOO
    1590 GOODLETTE ROAD N
    NAPLES,FL34102     		N/A PC GENERAL 1,000,000
    BILL AND JULIA VAN DOMELEN FOUNDATION DONOR ADIVSED FUND
    4417 N LAKESHORE DRIVE
    HOLLAND,MI49424     		N/A PC GENERAL 3,620,000
    Total .................................bullet 3a 8,517,043
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 8,799,751  
    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 12,849,321 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,849,321
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    BILL & JULIA VAN DOMELEN FOUNDATION
    EIN:
    38-2916030
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 300 150   150

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    BILL & JULIA VAN DOMELEN FOUNDATION
    EIN:
    38-2916030
    Name of Bond End of Year Book Value End of Year Fair Market Value
    METROPOLITAN WEST FDS TOTAL RET CL I 8,537,449 8,547,608
    FEDERATED HERMES TOTAL RETURN BOND FUND R6 8,942,613 8,982,357
    FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND 2,382,000 2,489,578
    PIMCO INCOME FUND INSTITUTIONAL FUND 2,459,345 2,477,173
    T. ROWE PRICE SUMMIT MUNICIPAL INTERMEDIATE FD CL I 546,000 546,444

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BILL & JULIA VAN DOMELEN FOUNDATION
    EIN:
    38-2916030
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PEPSICO INC 28,598,946 54,309,042
    VANGUARD INTERNATIONAL GROWTH ADM 4,155,000 7,242,136
    VANGUARD S&P 500 ETF 17,103,676 34,010,269
    YUM BRANDS 7,712,843 20,347,711
    STRYKER CORPORATION 8,976,089 25,798,810
    VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF 6,480,487 8,662,331
    MFS INTERNATIONAL INTRINSIC VALUE R6 7,205,684 9,097,457
    VISA INC COM CL A 181,411 220,394
    YUM CHINA HOLDINGS 3,297,899 7,231,435
    HARDING LOEVNER EMERGING MARKETS 3,370,198 4,561,800
    VANGUARD EXTENDED MARKET INDEX 3,000,826 6,153,061
    T ROWE PRICE INSTL MID-CAP EQUITY GROWTH 2,220,252 3,064,049
    T. ROWE PRICE MID-CAP GROWTH FUND I CLASS 1,110,500 1,700,728
    MICROSOFT CORP COM 93,888 223,653
    SALESFORCE.COM INC 97,576 159,085
    ESSENT GROUP LTD COM 79,787 96,387
    GRAPHIC PACKAGING HLDG CO COM 217,777 281,132
    AUTODESK INC COM 95,759 175,463
    FRONTDOOR INC COM 87,490 72,494
    NOVARTIS A G SPONSORED ADR 141,794 140,914
    AMAZON COM INC COM 148,041 270,082
    BOEING COMPANY 152,080 180,383
    ORACLE CORP COM 115,436 188,112
    ALIBABA GROUP HLDG LTD SPONSORED ADS 93,532 60,820
    SLM CORP COM 101,380 204,627
    CISCO SYS INC COM 126,713 173,000
    DEERE & CO COM 70,533 152,586
    CHANGE HEALTHCARE INC COM 94,371 146,603
    ALPHABET INC CAP STK CL A 106,649 246,248
    VALVOLINE INC COM 113,883 205,431
    ENERGIZER HLDGS INC NEW COM 129,116 127,157
    ASSURED GUARANTY LTD COM 113,895 178,612
    CONCENTRIX CORP COM 105,332 171,118
    WORLD FUEL SVCS CORP COM 146,024 133,938
    UNITEDHEALTH GROUP INC COM 44,674 79,338
    BLACKSTONE MTG TR INC COM CL A 97,930 101,015
    INTERDIGITAL INC 96,686 114,321
    BERKSHIRE HATHAWAY INC DEL CL B NEW 77,153 109,733
    SCIENCE APPLICATNS INTL CP NEW COM 106,745 112,011
    JOHNSON & CORP COMMON 98,146 118,723
    MONSTER BEVERAGE CORP NEW COM 81,581 133,304
    AXIS CAP HLDGS LTD SHS 103,470 126,534
    WHITE MTNS INS GROUP LTD COM 105,380 109,501
    KAR AUCTION SVCS INC COM 108,969 100,811
    ABM INDS INC COM 140,649 157,191
    ROCHE HLDG LTD SPONSORED ADR 78,598 109,270
    FTI CONSULTING INC COM 80,432 107,087
    JPMORGAN CHASE & CO COM 75,228 108,945
    HANOVER INS GROUP INC COM 112,338 128,570
    SYNEOS HEALTH INC CL A 94,166 155,149
    CATERPILLAR INC 15,450 27,703
    NCR CORP NEW COM 85,215 131,615
    NAVIENT CORPORATION COM 41,186 116,328
    INSIGHT ENTERPRISES INC COM 135,285 230,682
    DISNEY (WALT) CO HOLDING CO 121,818 142,809
    SKECHERS U S A INC CL A 48,932 64,015
    ALPHABET INC CAP STK CL C 70,577 164,935
    COUSINS PPTYS INC COM 95,392 121,565
    FIRST HAWAIIAN INC COM 103,207 122,493
    WESCO INTL INC COM 122,184 262,390
    EXPEDITORS INTL WASH INC COM 55,422 99,240
    ENERSYS COM 62,371 75,028
    STARBUCKS CORP COM 81,264 101,881
    BELDEN INC COM 90,570 136,390
    BANKUNITED INC COM 66,216 100,021
    ASGN INC COM 88,003 145,859
    ENVISTA HLDGS CORP COM 104,251 170,011
    HARLEY DAVIDSON INC COM 126,173 146,727
    SCHLUMBERGER LTD COM 81,533 87,095
    BANK AMER CORP COM 40,568 61,129
    VIAD CORP 22,538 20,625
    CURTISS WRIGHT CORP COM 107,549 137,422
    SCHWEITZER-MAUDUIT INTL INC COM 83,238 72,328
    TTEC HLDGS INC COM 70,798 106,215
    NVIDIA CORPORATION COM 46,357 304,404
    MAXIMUS INC COM 27,044 31,071
    SEI INVESTMENTS CO COM 54,802 55,334
    AMERICAN INTL GROUP INC COM NEW 18,199 18,081
    CONOCOPHILLIPS COM 56,623 88,348
    NOMAD FOODS LTD USD ORD SHS 108,248 112,960
    REGENERON PHARMACEUTICALS COM 54,297 119,357
    LCI INDS COM 86,583 126,722
    CIGNA CORP NEW COM 53,167 72,104
    AMERICAN BEACON INTL EQ 50,010 43,657
    AUTOZONE INC COM 51,790 94,338
    FRESH DEL MONTE PRODUCE INC ORD 66,527 67,206
    QUALCOMM INC COM 101,749 180,310
    ILLUMINA, INC 78,664 92,827
    EVERCORE INC CLASS A 110,400 162,205
    TRUIST FINANCIAL CORPORATION 29,067 45,845
    FIRST AMERICAN FINANCIAL CORP 26,488 36,142
    CITIGROUP INC COM NEW 44,489 40,280
    YELP INC CL A 63,580 85,345
    FOOT LOCKER INC COM 94,878 104,145
    COLGATE PALMOLIVE CO COM 45,332 54,618
    CHAMPIONX CORP COMMON 55,694 89,065
    DUPONT DE NEMOURS INC 53,672 61,716
    WALKER & DUNLOP INC COM 51,082 131,567
    MADDEN STEVEN LTD COM 74,289 108,089
    MARATHON PETE CORP COM 45,757 55,159
    SYNOVUS FINL CORP COM NEW 72,326 109,479
    NEXSTAR MEDIA GROUP INC 90,085 121,690
    STARWOOD PPTY TR INC 74,921 100,238
    UNIVERSAL CORP VA COM 57,487 65,684
    CHUBB LIMITED COM 33,678 41,175
    PROASSURANCE CORP COM 61,999 63,984
    NMI HLDGS INC CL A 46,534 59,476
    PRA GROUP INC COM 50,085 68,687
    SPECTRUM BRANDS HLDGS INC NEW COM 66,636 117,588
    EVERTEC INC COM 50,293 74,920
    T-MOBILE US INC 26,999 26,559
    HANESBRANDS INC 48,075 63,620
    RACKSPACE TECHNOLOGY INC CORP COMMON 26,321 20,892
    FIRST MERCHANTS CORP COM 44,308 56,761
    ACCO BRANDS CORP COM 43,395 44,753
    HARSCO CORP 43,825 53,923
    HELMERICH & PAYNE INC 46,989 51,832
    WORKDAY INC CLASS A 31,292 59,007
    ULTRA CLEAN HOLDINGS INC 41,183 92,636
    COLUMBIA BKG SYS INC COM 33,347 31,902
    INTUITIVE SURGICAL INC 28,706 61,440
    MOHAWK INDS INC COM 24,745 33,339
    UMPQUA HLDGS CORP COM 50,552 65,647
    CACTUS INC CL A 38,818 57,271
    EVEREST RE GROUP LTD COM 15,971 17,805
    LAM RESEARCH CORP COM 8,000 24,451
    NELNET INC CL A 41,309 65,543
    EATON CORP PLC SHS 27,883 58,932
    MCKESSON CORP COM 19,825 35,297
    GRAFTECH INTERNATIONAL LTD CORP COMMON 34,164 44,658
    INGEVITY CORP COM 40,013 58,292
    GOLDMAN SACHS GRP 32,180 48,201
    PACWEST BANCORP 62,055 78,370
    AUTOMATIC DATA PROCESSING INC COM 22,841 35,261
    NXP SEMICONDUCTORS N V COM 11,029 23,917
    NOVO-NORDISK A S ADR 24,044 52,192
    MICRON TECHNOLOGY INC COM 38,555 66,509
    SPIRIT RLTY CAP INC NEW COM NEW 32,866 38,938
    STANDARD MTR PRODS INC COM 30,015 35,363
    NATIONAL EVERGY SVCS 23,414 22,548
    APPLIED MATERIALS INC 13,532 46,106
    SALLY BEAUTY HLDG 49,153 64,167
    TEREX CORP 16,478 31,029
    STRIDE INC 110,822 135,120
    ABBVIE INC 34,213 44,005
    COCA COLA CO COM 23,804 33,558
    CALLAWAY GOLF CO CORP COMMON 110,997 113,053
    COMMSCOPE HOLDING COMPANY INC CORP COMMON 55,070 40,760
    UNION PACIFIC CORP COM 23,328 33,255
    CHARLES SCHWAB & CO INC 25,532 54,076
    R1 RCM INC 20,134 44,608
    CVS HEALTH CORP COM 50,962 65,197
    HILLENBRAND INC 26,087 49,235
    MR COOPER GROUP INC 25,933 68,448
    TOLL BROTHERS INC COM 25,793 45,244
    SOUTH ST CORP 31,922 36,530
    SS&C TECHNOLOGIES HOLDINGS INC 20,289 30,415
    LKQ CORP 17,997 34,157
    HOWMET AEROSPACE INC 23,830 35,204
    CENTERPOINT ENERGY INC 22,885 32,599
    LENNAR CORP CL A 9,387 18,005
    KLA-TENCOR CORP COM 9,674 25,376
    EMCOR GROUP INC 23,323 38,854
    DOVER CORP COM 12,324 22,518
    PENNYMAC FINL SVCS INC NEW 51,410 61,267
    KORN FERRY 19,717 37,562
    TEMPER SEALY INTERNATIONAL INC 30,648 69,087
    LANDSTAR SYS INC COM 20,340 29,538
    TJX COMPANIES INC 24,439 34,847
    ARES COML REAL ESTATE CORP COM 19,575 22,246
    GENERAL DYNAMICS CORP 42,836 53,994
    OTIS WORLDWIDE CORP 27,747 35,089
    INTERNATIONAL GAME TECH 11,197 34,287
    AVANTOR INC 23,988 45,048
    FEDERAL AGRICULTURAL MORTGAGE CORP 51,146 78,448
    CRH PLC ADR 17,077 24,869
    TAPESTRY INC 6,069 19,041
    MINERALS TECHNOLOGIES INC COM 18,095 27,358
    FIFTH THIRD BANCORP COM 12,532 28,395
    CANADIAN NATURAL RES F 16,888 35,448
    QORVO INC 27,682 35,344
    NEWMONT MINING CORP 15,468 19,226
    UNITED RENTALS INC 18,530 38,546
    AMERISOURCEBERGEN CORP 20,078 31,096
    EOG RESOURCES 27,314 33,755
    ALLISON TRANSMISSION HOLDINGS INC CORP COMMON 50,724 47,437
    UNINYS CORP 50,697 76,376
    FLEETCOR TECHNOLOGIES, INC 29,483 26,413
    DELEK US HOLDINGS INC CORP COMMON 48,849 39,634
    NETAPP INC. 14,377 15,151
    POLARIS INC 13,978 11,870
    META PLATFORMS, INC. 185,094 301,033
    MIDDLEBY CORP 13,191 19,042
    FIDELITY NATL INFORMATION SVCS INC 64,402 54,575
    NEXTIER OILFIELD SOLUTIONS INC CORP COMMON 24,846 23,931
    FACTSET RESEARCH SYSTEMS 45,796 77,762
    INVESTORS BANCORP INC CORP COMMON 50,958 56,540
    CENOVUS ENERGY INC 16,244 16,050
    MERITAGE HOMES CORP COMMON 55,949 72,015
    PREFERRED BK LOS ANGELES CA 30,833 36,541
    BRISTOL MYERS SQUIBB CO 41,352 38,408
    KEURIG DR PEPPER INC 44,897 48,065
    CARTER INC 32,703 33,200
    CANADIAN NATL RY CO 30,566 31,821
    CAPITAL ONE FINANCIAL CORP 41,382 49,186
    KOHL'S CORPORATION 16,770 16,743
    REALOGY HOLDINGS CORP COMMON 67,589 67,694
    GRAY TELEVISION, INC 43,142 37,941
    RESIDEO TECHNOLOGIES INC 58,036 54,923
    RESTAURANT BRANDS INTERNATIONAL INC COM 10,288 10,316
    SANOFI ADR 45,037 43,838
    SONY CORP ADR NEW F1 35,401 45,757
    HAEMONETICS CORP 36,312 30,604
    KOSMOS ENERGY LTD 70,481 83,455
    CHARTER COMMUNICATIONS INC 19,696 20,863
    MASONITE INTERNATIONAL CORP 55,978 58,975
    ORTHO CLINICAL DIAGNOSTICS HOLDINGS PLC CORP COMMON 105,308 122,843
    NORTONLIFELOCK INC 22,614 22,758
    STEELCASE INC 32,551 32,066
    VERTEX PHARMACEUTICALS INC 96,566 106,067
    BRIGHT HEALTH GROUP INC COM 46,295 21,995
    EMPLOYERS HOLDINGS INC CORP COMMON 33,832 36,249
    HUB GROUP INC 31,824 43,215
    PDC ENERGY INC CORP COMMON 43,379 51,463
    PETIQ INC 85,728 64,201
    GLOBAL PMTS INC GEORGIA 41,321 35,012
    ECOVYST INC 29,579 23,808
    WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 22,848 26,528
    VERTIV HOLDINGS CO CLASS A CORP COMMON 22,158 24,620
    ALTRA INDUSTRIAL MOTION CORP COMMON 30,292 28,157
    ACTIVISION BLIZZARD INC 27,958 23,951
    ALLEGION PLC 9,533 11,390
    BLOCK, H & R INC. 27,636 26,034
    WINTRUST FINANCIAL CORP COMMON 30,499 36,146
    HOLLYFRONTIER CORP 123,318 128,891
    WHITING PETROLEUM CORP 34,486 43,336
    TRAVEL PLUS LEISURE CO COM 65,681 77,544
    AVNET INC 55,144 58,134
    VALLEY NATIONAL BANCORP CORP COMMON 68,484 81,318
    AXALTA COATING SYSTEMS, LTD 32,510 35,472
    ARTISAN PARTNERS ASSET MANAGEMENT INC MGMT - CLASS A CORP COMMON 92,919 84,656
    PIONEER NATURAL RESOURCES CO 25,945 44,561
    DOMINION RES INC VA NEW 34,081 36,452
    BRINKS CO BRINK'S CORP COMMON 87,219 80,061
    AMERICAN EAGLE OUTFITTERS 34,223 31,650
    TEGNA INC. 103,187 106,757
    TURNING POINT BRANDS INC 39,236 33,246
    BRIGHTVIEW HOLDINGS INC COM 50,577 47,478
    WERNER ENTERPRISES INC CORP COMMON 32,496 33,600
    AMERIS BANCORP CORP COMMON 30,563 31,100
    WELLS FARGO & CO NEW 67,393 72,402
    AMERICAN FUNDS EUROPACIFIC GROWTH F3 875,200 1,130,882
    WABASH NATIONAL CORP 34,052 42,710
    ICON PUBLIC LIMITED COMPANY 20,999 30,660

    TY 2021 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
    FSP 303 EAST WACKER DRIVE CORP FMV 90,637 354
    VIPER ENERGY PARTNERS, LTD FMV 69,434 75,587

    TY 2021 LegalFeesSchedule
    Name:
    BILL & JULIA VAN DOMELEN FOUNDATION
    EIN:
    38-2916030
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 225 113   112


    TY 2021 OtherDecreasesSchedule
    Name:
    BILL & JULIA VAN DOMELEN FOUNDATION
    EIN:
    38-2916030
    Description Amount
    BASIS ADJUSTMENT OF SECURITIES CONTRIBUTED 1,380,313


    TY 2021 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 80,420 80,420   0
    PLANTE MORAN TRUST- AGENT FEES 246,291 123,145   123,146


    TY 2021 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 173,000 0   0
    FOREIGN TAX 56,646 56,646   0