Form990-PF
Click to see attachment
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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
STEVE & AMY VAN ANDEL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3133 ORCHARD VISTA DRIVE SE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRAND RAPIDS, MI49546
A Employer identification number

20-2110604
B Telephone number (see instructions)

(616) 942-3268
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$111,042,892
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 123,409 123,409  
4 Dividends and interest from securities... 826,914 826,914  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,258,255
b Gross sales price for all assets on line 6a 12,758,805
7 Capital gain net income (from Part IV, line 2)... 3,258,255
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)....... 4,295,518 4,295,518  
12 Total. Add lines 1 through 11........ 8,504,096 8,504,096  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 144,808      
14 Other employee salaries and wages...... 64,015      
15 Pension plans, employee benefits....... 51,884     22,138
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 12,075     12,075
c Other professional fees (attach schedule).... 451,010 451,010    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 277,615 27,615    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 18,506     18,506
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,019,913 478,625   52,719
25 Contributions, gifts, grants paid....... 8,333,033 8,333,033
26 Total expenses and disbursements. Add lines 24 and 25 9,352,946 478,625   8,385,752
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -848,850
b Net investment income (if negative, enter -0-) 8,025,471
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......... 2,154,088 4,918,327 4,918,327
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.......... 7,365 7,819 7,819
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 107,574,929 Click to see attachment106,114,746 106,116,746
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) 109,736,382 111,040,892 111,042,892
Liabilities 17 Accounts payable and accrued expenses.......... 6,564 20,500
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)......... 6,564 20,500
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 109,729,818 111,020,392
29 Total net assets or fund balances (see instructions)..... 109,729,818 111,020,392
30 Total liabilities and net assets/fund balances (see instructions). 109,736,382 111,040,892
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
109,729,818
2
Enter amount from Part I, line 27a .....................
2
-848,850
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,395,232
4
Add lines 1, 2, and 3 ..........................
4
111,276,200
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
255,808
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
111,020,392
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 SEE ATTACHED MERRILL LYNCH 03143 P 2020-12-01 2021-06-30
b NESTLE S A REP RG SH ADR P 2013-05-08 2021-01-29
c SEE ATTACHED MERRILL LYNCH 02693 P 2019-12-01 2021-06-30
d SEE ATTACHED MERRILL LYNCH 03143 P 2019-12-01 2021-06-30
e PHILIP MORRIS INTL INC P 2013-05-08 2021-06-30
SEE ATTACHED MERRILL LYNCH 03143 P 2021-11-18 2021-11-18
UNILEVER PLC P 2013-05-08 2021-06-30
ATLS AIR WORLDWIDE HLDS P 2021-07-19 2021-11-03
ANHEUSER BUSCH INBEV SAV P 2019-12-01 2021-06-30
THE MOSAIC COMPANY P 2020-02-18 2021-02-08
PERNOD RICARD P 2013-05-18 2021-06-30
AMERICAN NATL GROUP INC P 2019-12-01 2021-06-30
SEE ATTACHED MERRILL LYNCH 02924 P 2020-12-01 2021-06-30
ALCO CORP P 2020-02-02 2021-06-30
SEE ATTACHED MERRILL LYNCH 02924 P 2019-12-01 2021-06-30
JEFFERIES FINL GROUP INC. P 2019-12-01 2021-06-30
SEE ATTACHED MERRILL LYNCH 03282 P 2020-12-01 2021-06-30
MICRON TECHNOLGY INC. P 2015-10-29 2021-02-11
SEE ATTACHED MERRILL LYNCH 03282 P 2019-12-01 2021-06-30
THE MOSAIC COMPANY P 2019-12-01 2021-10-11
SEE ATTACHED MERRILL LYNCH 03282 P 2019-12-01 2021-06-30
ALPHABET INC P 2019-12-01 2021-06-30
SEE ATTACHED MERRILL LYNCH SUPP03282 P 2020-12-01 2021-06-30
BERKSHIRE HATHAWAYINC DEL CL B P 2013-05-08 2021-01-29
SEE ATTACHED MERRILL LYNCH 02140 P 2020-12-01 2021-06-30
JP MORGAN CHASE & CO P 2019-12-01 2021-06-30
SEE ATTACHED MERRILL LYNCH 02140 P 2019-12-01 2021-06-30
MARTIN MARIETTA MATLS P 2013-06-26 2021-01-29
SEE ATTACHED MERRILL LYNCH 02693 P 2020-12-01 2021-06-30
MASTERCARD INC. P 2013-05-08 2021-06-30
SEE ATTACHED MERRILL LYNCH 02693 P 2021-07-06 2021-07-06
(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 16,655   17,764 -1,109
b 2,134   1,340 794
c 1,311,567   820,925 490,642
d 506,988   376,052 130,936
e 9,653   9,187 466
2     2
11,644   9,124 2,520
8,787   6,325 2,462
86,895   109,512 -22,617
29,134   18,146 10,988
15,938   9,770 6,168
98,855   52,592 46,263
1,480,615   1,258,998 221,617
51,770   12,743 39,027
753,381   486,718 266,663
108,641   58,240 50,401
370,995   362,407 8,588
8,629   1,643 6,986
552,135   521,378 30,757
25,168   10,493 14,675
45,000   44,969 31
20,551   9,001 11,550
448,245   448,245  
2,057   989 1,068
3,685,038   3,166,646 518,392
40,114   23,329 16,785
2,822,043   1,505,341 1,316,702
2,309   797 1,512
171,946   146,775 25,171
67,651   10,691 56,960
410   410  
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       -1,109
b       794
c       490,642
d       130,936
e       466
      2
      2,520
      2,462
      -22,617
      10,988
      6,168
      46,263
      221,617
      39,027
      266,663
      50,401
      8,588
      6,986
      30,757
      14,675
      31
      11,550
       
      1,068
      518,392
      16,785
      1,316,702
      1,512
      25,171
      56,960
       
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 3,258,255
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 3 786,111
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  
3 Add lines 1 and 2........................... 3 111,554
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- ..... 5 111,554
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 198,678
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 223,678
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 112,124
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet112,124 RefundedBullet 11  
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$   (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 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 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 ofbulletLAURA PETTINGA Telephone no.bullet (616) 808-2713

    Located atbullet3133 ORCHARD VISTA DR SEGRAND RAPIDSMI ZIP+4bullet49546
    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
     
     
    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
    STEPHEN A VAN ANDEL TRUSTEE
    000.00
    0 0 0
    P O BOX 74
    ADA,MI49301
    AMY C VAN ANDEL EXECUTIVE DI
    000.00
    144,808 0 0
    P O BOX 74
    ADA,MI49301
    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
    DEBRAH RUSHLO EXCUTIVE ASS
    000.00
    64,015 1,920  
    2504 ROSA CASA LANE
    ROCKFORD,MI49341
    Total number of other employees paid over $50,000...................bullet  
    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
    ADABELLE CAPITAL II LONGSHORT INVESTMENT MGMT 52,932
    250 MONROE AVENUE NW
    SUITE 600
    GRAND RAPIDS,MI49503
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    103,193,393
    b
    Average of monthly cash balances.......................
    1b
    6,073,736
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    109,267,129
    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
    109,267,129
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,639,007
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    107,628,122
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,381,406
    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
    5,381,406
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    111,554
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    111,554
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,269,852
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    5,269,852
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    5,269,852
    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 5,269,852
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 2,063,684
    e From 2020...... 2,325,507
    f Total of lines 3a through e ........ 4,389,191
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 8,385,752
    a Applied to 2020, 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 2021 distributable amount..... 5,269,852
    e Remaining amount distributed out of corpus 3,115,900
    5 Excess distributions carryover applied to 2021.    
    (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 7,505,091
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    7,505,091
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 2,063,684
    d Excess from 2020.... 2,325,507
    e Excess from 2021.... 3,115,900
    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).)
    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
    AMERICAN ENTERPRISE INSTITUTE FOR
    PUBLIC POLICY RESEARCH
    1789 MASSACHUSETTS AVE NW
    WASHINGTON,DC200362103
      PC PUBLIC POLICY 20,000
    AQUINAS COLLEGE INC
    1607 ROBINSON ROAD SE
    GRAND RAPIDS,MI495061741
      PC CHRISTIAN ORGANIZATION 4,000
    CAMP ROGER
    8356 BELDING ROAD
    ROCKFORD,MI49341
      PC CHRISTIAN ORGANIZATION 125,000
    CHILDRENS ADVOCACY CENTER
    2855 MICHIGAN ST NE
    GRAND RAPIDS,MI49503
      PC HEALTH & HUMAN SERVICES 10,000
    CHILDRENS HEALING CENTER
    1530 E FULTON STREET
    GRAND RAPIDS,MI49506
      PC HEALTH & HUMAN SERVICES 50,000
    ELITE GREYHOUND ADOPTIONS INC
    336 ROCKRIDGE RD
    PARIS,KY40361
      PC COMMUNITY DEVELOPMENT 50,000
    EQUEST CENTER FOR THERAPEUTIC RIDIN
    3777 RECTOR NE
    ROCKFORD,MI49341
      PC COMMUNITY DEVELOPMENT 5,000
    FAITH HOSPICE
    2100 RAYBROOK ST SE
    STE 300 DEVELOPMENT DEPT
    GRAND RAPIDS,MI49546
      PC HEALTH & HUMAN SERVICES 1,000
    FAYETTE ALLIANCE FOUNDATION INC
    603 W SHORT ST
    LEXINGTON,KY405081246
      PC COMMUNITY DEVELOPMENT 17,000
    FOLDS OF HONOR GRAND RAPIDS
    280 ANN ST NW
    GRAND RAPIDS,MI495042016
      PC COMMUNITY DEVELOPMENT 3,000
    GRAND ACTION FOUNDATION
    201 MONROE AVENUE NW
    SUITE 500
    GRAND RAPIDS,MI49503
      PC COMMUNITY DEVELOPMENT 125,000
    GRAND RAPIDS CATHOLIC SECONDARY SCH
    319 SHELDON BLVD SE
    GRAND RAPIDS,MI49503
      PC EDUCATION 4,000
    GRAND RAPIDS CHRISTIAN SCHOOLS
    2400 PLYMOUTH AVENUE SE
    GRAND RAPIDS,MI49506
      PC EDUCATION 250
    GRAND RAPIDS DOWNTOWN MARKET
    EDUCATION FOUNDATION
    435 IONIA AVE SW
    GRAND RAPIDS,MI49503
      PC EDUCATION 1,000
    GRAND RAPIDS PUBLIC SCHOOLS FDN
    PO BOX 2225
    GRAND RAPIDS,MI49501
      PC EDUCATION 2,500
    GREATER HARBOR SPRINGS AREA
    PLANNING RESOURCE GROUP
    PO BOX 112
    210 E MAIN STREET STE 4D
    HARBOR SPRINGS,MI497400112
      PC COMMUNITY DEVELOPMENT 250
    HAND2HAND
    2900 BALDWIN STREET
    HUDSONVILLE,MI494268609
      PC HEALTH & HUMAN SERVICES 25,000
    HARBOR SPRINGS EDUCATIONAL
    FOUNDATUION
    PO BOX 561
    HARBOR SPGS,MI497400561
      PC EDUCATION 5,000
    HARBOR SPRINGS FESTIVAL OF THE BOOK
    PO BOX 766
    HARBOR SPGS,MI497400766
      PC ARTS & CULTURE 100,000
    HEART OF WEST MICHIGAN UNITED WAY
    UNITED WAY CENTER 118
    COMMERCE AVE SW
    GRAND RAPIDS,MI49503
      PC HEALTH & HUMAN SERVICES 10,000
    HILLSDALE COLLEGE
    33 EAST COLLEGE STREET
    HILLSDALE,MI492421298
      PC EDUCATION 1,200,000
    HILLSDALE COLLEGE
    33 EAST COLLEGE STREET
    HILLSDALE,MI492421298
      PC EDUCATION 3,000,000
    JOHN BALL ZOOLOGICAL SOCIETY
    1300 W FULTON STREET
    GRAND RAPIDS,MI49504
      PC ARTS & CULTURE 75,000
    KENT COUNTY PARKS FOUNDATION
    PO BOX 230165
    GRAND RAPIDS,MI495230165
      SO III FI COMMUNITY DEVELOPMENT 5,000
    KENT DISTRICT LIBRARY
    814 W RIVER CENTER DR NE
    COMSTOCK PARK,MI493218955
      PC COMMUNITY DEVELOPMENT 10,000
    KENT DISTRICT LIBRARY
    814 W RIVER CENTER DR NE
    COMSTOCK PARK,MI493218955
      PC COMMUNITY DEVELOPMENT 1,200
    KENTUCKY HORSE PARK FOUNDATION
    4075 IRON WORKS PARKWAY
    LEXINGTON,KY40511
      PC ARTS & CULTURE 1,500
    KIDS FOOD BASKET
    1300 PLYMOUTH AVENUE NE
    GRAND RAPIDS,MI49505
      PC HEALTH & HUMAN SERVICES 33,333
    LITERACY CENTER OF WEST MICHIGAN
    1120 MONROE AVE NW
    STE 240
    GRAND RAPIDS,MI49503
      PC EDUCATION 2,500
    MARY FREE BED REHABILITATION
    HOSPITAL FOUNDATION
    235 WEALTHY ST SE
    GRAND RAPIDS,MI495035247
      SO I HEALTH & HUMAN SERVICES 500,000
    MCLAREN NORTHERN MICHIGAN
    FOUNDATION
    360 CONNABLE AVENUE
    PETOSKEY,MI49770
      SO I HEALTH & HUMAN SERVICES 10,000
    NORTHPOINTE CHRISTIAN SCHOOLS
    3101 LEONARD STREET NE
    GRAND RAPIDS,MI495255832
      PC EDUCATION 5,000
    POLO TRAINING FOUNDATION
    852 E ROAD
    LOXAHATCHEE,FL33470
      PC ARTS & CULTURE 1,000
    SAFE HAVEN MINISTRIES
    2627 BIRCHCREST DRIVE SE
    GRAND RAPIDS,MI49506
      PC HEALTH & HUMAN SERVICES 10,000
    SAINT MARY'S FOUNDATION
    200 JEFFERSON AVENUE SE
    GRAND RAPIDS,MI49503
      PC HEALTH & HUMAN SERVICES 5,000
    SENIOR NEIGHBORS INC
    678 FRONT AVENUE NW
    SUITE 205
    GRAND RAPIDS,MI49504
      PC COMMUNITY DEVELOPMENT 1,000
    SOUTH END COMMUNITY OUTREACH
    MINISTRIES
    1545 BUCHANAN SW
    GRAND RAPIDS,MI49507
      PC HEALTH & HUMAN SERVICES 10,000
    SPECIAL OLYMPICS MICHIGAN INC
    160 68TH STREET SW
    GRAND RAPIDS,MI49548
      PC HEALTH & HUMAN SERVICES 2,000
    ST THOMAS THE APOSTLE CHURCH
    1429 WILCOX PARK DR SE
    GRAND RAPIDS,MI49506
      PC EDUCATION 37,000
    THE CLAREMONT INSTITUTE FOR THE
    STUDY OF STATEMANSHIP AND POLITICAL PHILOSOPHY
    1317 WEST FOOTHILL BLVD
    SUITE 120
    UPLAND,CA91786
      PC PUBLIC POLICY 1,000
    THE GEORGE W BUSH PRESIDENTIAL
    LIBRARY FOUNDATION
    6116 NORTH CENTRAL
    EXPRESSWAY SUITE 400
    DALLAS,TX75206
      PC PUBLIC POLICY 1,000,000
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE
    NE
    WASHINGTON,DC200024999
      PC PUBLIC POLICY 10,000
    THE YOUNG AMERICANS INC
    1132 OLYMPIC DR
    CORONA,CA928813390
      PC ARTS & CULTURE 1,000
    TIP OF THE MITT WATERSHED COUNCIL
    426 BAY ST
    PETOSKEY,MI497702428
      PC COMMUNITY DEVELOPMENT 500
    TOWNSHIP OF ADA
    PO BOX 370
    ADA,MI49301
      PC COMMUNITY DEVELOPMENT 1,000,000
    TRAFFIC SQUAD SAFETY AND COMMUNITY
    ACTION FUND INC
    701 BALL AVE NE
    GRAND RAPIDS,MI49503
      PC HEALTH & HUMAN SERVICES 15,000
    TRAFFIC SQUAD SAFETY AND COMMUNITY
    ACTION FUND INC
    701 BALL AVE NE
    GRAND RAPIDS,MI49503
      PC HEALTH & HUMAN SERVICES 12,000
    TRILLIUM INSTITUTE
    2100 RAYBROOK ST SE
    STE 300
    GRAND RAPIDS,MI495465783
      SO I HEALTH & HUMAN SERVICES 500,000
    TRUST FOR THE NATIONAL MALL
    1300 PENNSYLVANIA AVE NW
    STE 370
    WASHINGTON,DC200043002
      PC PUBLIC POLICY 250,000
    UNIVERSITY OF MICHIGAN HEALTH-WEST
    FOUNDATION
    5900 BYRON CENTER SW
    WYOMING,MI49519
      PC HEALTH & HUMAN SERVICES 25,000
    WEST MICHIGAN AVIATION ACADEMY
    5363 44TH ST SE
    GRAND RAPIDS,MI49512
      PC EDUCATION 50,000
    WORLD FUND PRIZE FOUNDATION
    666 GRAND AVENUE
    1700 RUAN CENTER
    DES MOINES,IA503090000
      P0F HEALTH & HUMAN SERVICES 1,000
    Total .................................bullet 3a 8,333,033
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........
        14 123,409  
    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 ............
        14 3,258,255  
    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) ..   8,504,096  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,504,096
    (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:
    STEVE & AMY VAN ANDEL FOUNDATION
    EIN:
    20-2110604
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,075     12,075

    TY 2021 InvestmentsOtherSchedule2
    Name:
    STEVE & AMY VAN ANDEL FOUNDATION
    EIN:
    20-2110604
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PENN SQUARE FMV 32,834 32,834
    NOTHERN TRUST - WESTFIELD FMV 8,871,215 8,871,215
    GOLDMAN SACHS DISTRESSED FMV 110,469 110,469
    GOLDMAN SACHS VINTAGE FMV 67,356 67,356
    SMITH BARNEY - HAMILTON LANE FMV 42,001 42,001
    ADABELLE CAPITAL II FMV 52,386,766 52,388,766
    LORD ABBETT FMV 444,286 444,286
    PRUDENTIAL ST BOND FUND FMV 15,307,306 15,307,306
    LAZARD FMV 4,498,234 4,498,234
    CALAMOS FMV 2,568,055 2,568,055
    GARDNER RUSSO FMV 2,579,838 2,579,838
    SJC OFFSHORE FMV 2,231,677 2,231,677
    DONALD SMITH FMV 2,597,381 2,597,381
    MD SASS FMV 2,446,917 2,446,917
    BAHL & GAYNOR FMV 6,451,774 6,451,774
    NEUBERGER BERMAN FMV 5,478,637 5,478,637

    TY 2021 OtherDecreasesSchedule
    Name:
    STEVE & AMY VAN ANDEL FOUNDATION
    EIN:
    20-2110604
    Description Amount
    TAX INCOME IN EXCESS OF BOOK INCOME 75,719
    DECREASE IN UNREALIZED APPRECIATION 180,089


    TY 2021 OtherExpensesSchedule
    Name:
    STEVE & AMY VAN ANDEL FOUNDATION
    EIN:
    20-2110604
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INSURANCE 5,739     5,739
    BANK SERVICE CHARGES 1,599     1,599
    TELECOMMUNICATIONS 337     337
    COMPUTER EXPENSES 10,792     10,792
    POSTAGE 39     39


    TY 2021 OtherIncomeSchedule2
    Name:
    STEVE & AMY VAN ANDEL FOUNDATION
    EIN:
    20-2110604
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CALAMOS GLOBAL OPPORTUNITIES 301,370 301,370  
    SJC ONSHORE DIRECT LENDING 3 131,952 131,952  
    PENN SQUARE GLOBAL R/E FUND I -1,743 -1,743  
    ADABELLE SUBPART F INCOME 3,863,939 3,863,939  


    TY 2021 OtherIncreasesSchedule
    Name:
    STEVE & AMY VAN ANDEL FOUNDATION
    EIN:
    20-2110604
    Description Amount
    PRIOR YEAR INCOME BOOKED IN CURRENT YEAR 2,395,232


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    STEVE & AMY VAN ANDEL FOUNDATION
    EIN:
    20-2110604
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT & CUSTODIAL FEES 397,940 397,940    
    INVESTMENT OPERATING EXPENSES 53,070 53,070    


    TY 2021 TaxesSchedule
    Name:
    STEVE & AMY VAN ANDEL FOUNDATION
    EIN:
    20-2110604
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF TAXES 250,000      
    FOREIGN TAXES WITHHELD FROM DIVI 27,615 27,615    
    OTHER TAXES