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
THE PETER and JOAN SECCHIA FAMILY INC
 
Number and street (or P.O. box number if mail is not delivered to street address)220 LYON NW SUITE 510
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Grand Rapids, MI49503
A Employer identification number

38-2641093
B Telephone number (see instructions)

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$73,847,839J 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) 50,551,394
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 655,470 655,470 655,470
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,040,612
b Gross sales price for all assets on line 6a 9,398,610
7 Capital gain net income (from Part IV, line 2)... 4,040,612
8 Net short-term capital gain......... 83,767
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........ 55,247,476 4,696,082 739,237
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,928 964   964
b Accounting fees (attach schedule)....... Click to see attachment 4,552 2,276   2,776
c Other professional fees (attach schedule).... Click to see attachment 121,939 121,939    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 55,000 55,000    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 40,501 19,998   20,503
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 223,920 200,177   24,243
25 Contributions, gifts, grants paid....... 11,353,623 11,353,623
26 Total expenses and disbursements. Add lines 24 and 25 11,577,543 200,177   11,377,866
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 43,669,933
b Net investment income (if negative, enter -0-) 4,495,905
c Adjusted net income (if negative, enter -0-)... 739,237
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............. 612,233 322,629 322,629
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 22,099,996 Click to see attachment67,613,672 67,613,672
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   5,911,538 Click to see attachment5,911,538
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,712,229 73,847,839 73,847,839
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 781,667 313,334
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)......... 781,667 313,334
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 21,930,562 73,534,505
29 Total net assets or fund balances (see instructions)..... 21,930,562 73,534,505
30 Total liabilities and net assets/fund balances (see instructions). 22,712,229 73,847,839
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
21,930,562
2
Enter amount from Part I, line 27a .....................
2
43,669,933
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,934,010
4
Add lines 1, 2, and 3 ..........................
4
73,534,505
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
73,534,505
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 LEGACY TRUST 47000 SEE ATTACHED P 2020-10-21 2021-12-31
b ORACLE GROUP P 2009-02-10 2021-09-27
c 24500 UFPI COMMON D 2002-07-15 2021-04-23
d STIFEL 9164 SEE ATTACHED P 2021-10-21 2021-11-30
e 198 RAYTHEON TECHS CORP P 2021-10-20 2021-11-11
28 CBRE GROUP CL A P 2021-10-21 2021-12-30
14 MID AMERICA APT CMNTYS P 2021-10-21 2021-12-30
STIFEL 5930 SEE ATTACHED P 2021-10-20 2021-12-30
FIDELITY 4640 SEE ATTACHED P 2021-02-15 2021-12-31
FIDELITY 4640 SEE ATTACHED P 2018-08-03 2021-12-31
FIDELITY 4640 SEE ATTACHED P 2010-05-20 2021-01-21
FIDELITY 5618 SEE ATTACHED P 2020-04-15 2021-01-07
FIDELITY 5618 SEE ATTACHED P 2020-04-13 2021-01-07
FIDELITY 5618 SEE ATTACHED P 2020-06-15 2021-08-20
FIDELITY 5618 SEE ATTACHED P 2020-04-13 2021-04-30
LEGACY TRUST CAP GAIN DISTR P 2020-01-01 2021-12-31
PERSHING LLC CAP GAIN DISTR P 2020-01-01 2021-12-31
FIDELITY 4640 CAP GAIN DISTR P 2020-01-01 2021-12-31
FIDELITY 5618 CAP GAIN DISTR P 2020-01-01 2021-12-31
CARDINAL ALT EMRG K1 P 2020-01-01 2021-12-31
CARDINAL ALT EMRG K1 P 2020-01-01 2021-12-31
(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 4,538,856   3,318,851 1,220,005
b 67,187   13,116 54,071
c 1,985,062   162,641 1,822,421
d 34,679   34,819 -140
e 17,642   18,144 -502
3,058   2,894 164
3,205   2,791 414
28,377   24,268 4,109
484,754   444,596 40,158
1,097,967   789,489 308,478
481,728   397,650 84,078
130,904   102,460 28,444
3,790   2,174 1,616
61,405   44,081 17,324
38   24 14
441,788     441,788
51     51
531     531
3,285     3,285
9,504     9,504
4,799     4,799
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        
b        
c        
d        
e        
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,040,612
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 83,767
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 62,493
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 62,493
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 50,757
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 50,757
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 11,736
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   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
    Yes
     
    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 addressbullet  
    14
    The books are in care ofbulletMark A Schut Telephone no.bullet (616) 888-6662

    Located atbullet220 Lyon NW Suite 510Grand RapidsMI ZIP+4bullet49503
    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
     
    No
    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
    JAMES A ENS DIRECTOR
    2.00     		0 0 0
    220 LYON NW SUITE 510
    Grand Rapids,MI49503
    MARK A SCHUT TREASURER
    10.00     		39,996 0 0
    220 LYON NW SUITE 510
    Grand Rapids,MI49503
    JOAN P SECCHIA DIRECTOR
    2.00     		0 0 0
    220 LYON NW SUITE 510
    Grand Rapids,MI49503
    STEPHANIE OEHLER DIRECTOR
    2.00     		0 0 0
    220 LYON NW SUITE 510
    Grand Rapids,MI49503
    LEGACY TRUST DIRECTOR
    2.00     		0 0 0
    220 LYON NW SUITE 510
    Grand Rapids,MI49503
    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
    NONE
    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 Michigan State University pledge to College of Human Medicine 6,000,000
    2 Baxter Community Center for capital imporvements 500,000
    3 University of Michigan Ford School of Public Policy Scholars 500,000
    4 Michigan State University - Hall of History 500,000
    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.........................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
    35,887,722
    b
    Average of monthly cash balances.......................
    1b
    412,728
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    36,300,450
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    36,300,450
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    544,507
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    35,755,943
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,787,797
    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
    1,787,797
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    62,493
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    62,493
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,725,304
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,725,304
    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
    1,725,304
    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 1,725,304
    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...... 9,429,204
    e From 2020...... 498,410
    f Total of lines 3a through e ........ 9,927,614
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 11,377,866
    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..... 1,725,304
    e Remaining amount distributed out of corpus 9,652,562
    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 19,580,176
    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 ......     		19,580,176
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 9,429,204
    d Excess from 2020.... 498,410
    e Excess from 2021.... 9,652,562
    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
    739,237 270,340 346,487 336,841 1,692,905
    b 85% (0.85) of line 2a ......... 628,351 229,789 294,514 286,315 1,438,969
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		11,377,866 1,468,567 10,352,368 709,272 23,908,073
    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 ....     		11,377,866 1,468,567 10,352,368 709,272 23,908,073
    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 ..     		1,191,865 651,746 600,793 584,654 3,029,058
    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
    AHRC NYC
    83 Maiden Lane
    New York,NY100384812     		none PC Central Park Early Learning Center 1,000
    Aquinas College
    1700 Fulton St E
    Grand Rapids,MI49506     		none PC Norman Peterson Chemistry Office 25,000
    Aquinas College
    1700 Fulton St E
    Grand Rapids,MI49506     		none PC Julia Peterson Kitchen 25,000
    Armed Forces Thanksgiving
    72 Monroe Ctr NW
    Grand Rapids,MI49503     		none PC Thanksgiving event sponsor 2,000
    ArtPrize Grand Rapids
    201 Monroe NW
    Grand Rapids,MI49503     		none PC Artprize 2021 5,000
    Broadway Theater Guild
    122 Lyon St NW
    Grand Rapids,MI49503     		none PC Student Scholarships 10,000
    Downtown Grand Rapids Maint Fund
    29 Pearl St NW Ste 1
    Grand Rapids,MI49503     		none PC Lyon PArk and downtown maintenance fund 50,000
    East Grand Rapids Schools Foundatio
    2915 Hall St SE
    Grand Rapids,MI49506     		none PC Jimmy Gerken Fund 25,000
    GR Ford Foundation
    303 Pearl St NW
    Grand Rapids,MI49504     		none PC DeVos Learning Center 50,000
    GR Ford FOundation
    303 Pearl St NW
    Grand Rapids,MI49504     		none PC GR Ford Speakers Fund Endowment 250,000
    Michigan State University
    15 Michigan St NE
    Grand Rapids,MI49503     		none PC College of Human Medicine operations 1,000,000
    Michigan State University
    15 Michigan St NE
    Grand Rapids,MI49503     		none PC Medical School lecture series endowment 50,000
    Baxter Community Center
    935 Baxter St SE
    Grand Rapids,MI49506     		none PC Fund for Center inprovements and upkeep 500,000
    GR Ford Foundation
    303 Pearl St NW
    Grand Rapids,MI49504     		none PC Secchia Allen Busing Fund for school children 100,000
    Kent County
    300 Monroe NW
    Grand Rapids,MI49503     		none PC Millennium Park Childrens Programming endowment 25,000
    Michigan State University
    550 South Harrison Rd
    East Lansing,MI48823     		none PC Athletic Dept travel Fund 50,000
    Michigan State University
    535 Chestnut Rd
    East Lansing,MI48824     		none PC Construction fund Hall of History 500,000
    Michigan State University
    15 Michigan St NE
    Grand Rapids,MI49503     		none PC College of Human Medicine Scholarships 50,000
    National Italian Am Foundation
    1860 19th St NW
    Washington,DC20009     		none PC Voyage of Discovery childrens education fund 100,000
    Spectrum Health Foundation
    25 Michigan St NW
    Grand Rapids,MI49503     		none PC Care Partners Endowment 250,000
    GR Ford Airport Authority
    5500 44th St SE
    Grand Rapids,MI49512     		none PC G R Ford Tribute Room 500,000
    Student Advancement Foundation
    111 Library NE
    Grand Rapids,MI49503     		none PC Executive Director Support 5,000
    Grand Rapids Community College Fndn
    143 Bostwick NE
    Grand Rapids,MI49503     		none PC Secchia Culinary Education Center Scholarships 50,000
    Michigan State University
    15 Michigan St NE
    Grand Rapids,MI49503     		none PC Secchia Center Equipment and Classroom Supply 100,000
    Michigan State University
    550 S Harrison Rd
    East Lansing,MI48823     		none PC Clara Bell Smith Education Center 100,000
    Michigan State University
    535 Chestnut Rd
    East Lansing,MI48824     		none PC Dept of Music Glee Club 50,000
    University of Michigan
    735 S State St
    Ann Arbor,MI48109     		none PC GR Ford School of Public Policy 500,000
    Student Advancement Foundation
    111 Library NE
    Grand Rapids,MI49503     		none PC Contribution to the Joan P Secchia Endowment 50,000
    Spectrum Health Foundation
    25 Michigan NE
    Grand Rapids,MI49503     		none PC Robert MacNamara endowment fund 50,000
    Baxter Community Center
    935 Baxter St Se
    Grand Rapids,MI49506     		none PC BAX50 Campaign 50,000
    City of Grand Rapids Parks
    201 Market Ave SW
    Grand Rapids,MI49503     		none PC Park Maintenance Fund 15,000
    Downtown Grand Rapids Inc
    29 Pearl St
    Grand Rapids,MI49503     		none PC Lyon Square Park funding 250,000
    George and Barbara Bush Foundation
    PO Box 14141
    College Station,TX778414141     		none PC School of Public Policy Scholarship Fund 50,000
    Grand Rapids Whitewater
    120 Lyon NW
    Grand Rapids,MI49503     		none PC White water improvement park on Grand River 100,000
    Boys and Girls Clubs of GR
    235 Straight NW
    Grand Rapids,MI49504     		none PC Camp Omalley Kids and Kops and Dolan Belk Lodge Fn 100,000
    Grand Rapids Public Schools
    1331 Franklin SE
    Grand Rapids,MI49506     		none PC Building Together Pledge 150,000
    Kent County Parks Foundation
    PO Box 230165
    Grand Rapids,MI49523     		none PC Secchia Meadows inprovement and maintenance 100,000
    National Italian Am Foundation
    1860 19th St
    Washington,DC20009     		none PC Voyage of Discovery youth education 50,000
    Silent Observer Grand Rapids
    1 Monroe Center NW
    Grand Rapids,MI49503     		none PC Operations support 5,000
    Special Olympics MI
    Central Michigan University
    Mount Pleasant,MI48859     		none PC Youth Basketball tournament support 50,000
    West Michigan Aviation Academy
    5363 44th St SE
    Grand Rapids,MI49512     		none PC Capital campaign pledge 75,000
    Catherdral of St Andrew
    215 Sheldon SE
    Grand Rapids,MI49503     		none PC Operational support 20,000
    Catholic Foundation of WM
    360 Division S
    Grand Rapids,MI49506     		none PC Bishops Angels 1,000
    Childrens Advocacy Center
    2855 Michigan St NE
    Grand Rapids,MI49506     		none PC Forensic Suite construction 25,000
    Common Sense
    699 8th St C150
    San Francisco,CA94103     		none PC Operational Support 1,000
    Davemport University Foundation
    5625 Prairie Creek SE
    Caledonia,MI49316     		none PC D Maine College of Business 50,000
    Doing Good Together
    5141 16th Ave S
    Minneapolis,MN55417     		none PC Operational Support 1,000
    Downtown MArket Education Fund
    435 Ionia SW
    Grand Rapids,MI49503     		none PC Scholarship education fund 16,350
    East Grand Rapids Schools Fndn
    2915 Hall St SE
    Grand Rapids,MI49506     		none PC General Fund Support 5,500
    Ecliptic at Rosa Parks Conserv
    945 Plymouth SE
    Grand Rapids,MI49506     		none PC Educational support 5,000
    EGR Team Boosters
    2915 Hall SE
    Grand Rapids,MI49506     		none PC General Fund Support 5,000
    Experience Grand Rapids
    171 Monroe NW
    Grand Rapids,MI49503     		none PC Christmas tree lighting 9,440
    F Meijer Gardens
    1000 East Beltline NE
    Grand Rapids,MI49525     		none PC Lecture Series support 5,000
    Fresh Air Dund
    633 3rd Ave 14th Flr
    New York,NY10017     		none PC Summer Camping fund 2,000
    Friends of Grand Rapids Parks
    PO Box 3199
    Grand Rapids,MI49501     		none PC 2021 Parl Operations Support 5,000
    Friends of Rye Nature Center
    873 Boston Post Rd
    Rye,NY10580     		none PC Operations Support 1,000
    Friends of Larchmont Library
    121 Larchmont Ave
    Larchmont,NY10538     		none PC Operations support 2,000
    Fuller Center for Housing
    659 Main St
    New Rochelle,NY10801     		none PC Operational Support 6,000
    Girls Choral Academy
    2920 Fuller Ave NE
    Grand Rapids,MI49505     		none PC 2021 Comprehensive Sponsor 500
    Girl Scouts Heart of the Hudson
    2 Great Oak Lane
    Pleasantville,NY10570     		none PC Operational Support 1,000
    GR Community College Foundation
    143 Bostwick NE
    Grand Rapids,MI49503     		none PC Promise Zone for education 83,333
    Grand Rapids Art Museum
    101 Monroe Center
    Grand Rapids,MI49503     		none PC 2021 Stewardship Circle 1,000
    Grand Rapids Chorus
    PO Box 8152
    Grand Rapids,MI49508     		none PC Operational Support 1,000
    Grand Valley State University
    1 Campus Dr
    Allendale,MI49401     		none PC Business speakers series 12,500
    Helen DeVos Childrens Hospital
    100 Michigan St NE
    Grand Rapids,MI49503     		none PC Operational Support 2,500
    Hommocks Middle School PTA
    130 Hommocks Rd
    Larchmont,NY10538     		none PC Operational Support 2,000
    John Ball Zoo Society
    1300 West Fulton
    Grand Rapids,MI49503     		none PC Time to Soar Campaign interactive activities 50,000
    Kent County Parks Foundation
    PO Box 230165
    Grand Rapids,MI49523     		none PC Somethings Grilling event 2021 10,000
    Kent Garden Club
    7924 Ramsdell Dr NE
    Rockford,MI49341     		none PC GR Home for Veterans memorial garden 3,500
    Mamaroneck Schools Foundation
    PO Box 123
    Larchmont,NY10538     		none PC Operational Support 2,000
    Mary Free Bed Foundation
    235 Wealth SE
    Grand Rapids,MI49503     		none PC Memorial gift Peter Secchia 5,000
    Mel Trotter Ministries
    225 Commerce SW
    Grand Rapids,MI49503     		none PC Operations gift 2,500
    Michigan State University
    550 S Harrison Rd
    East Lansing,MI48823     		none PC Athletic coaches travel fund 50,000
    Michigan State University
    550 S Harrison Rd
    East Lansing,MI48823     		none PC Men Tennis program support 10,000
    Michigan State University
    15 Michigan St NE
    Grand Rapids,MI49503     		none PC Completion of the College of Human Medicine 5,000,000
    Michigan Women Forward
    535 Cascade West Pkwy SE
    Grand Rapids,MI49546     		none PC 2021 WomenUp sponsor 1,000
    Murray Ave School PTA
    250 Murray Ave
    Larchmont,NY10538     		none PC Operational support 1,000
    National Italian Am Foundation
    1860 19th St NW
    Washington,DC20009     		none PC Voyage of Discovery education fund 100,000
    Ocean Ridge Police Dept
    6450 N Ocean Blvd
    Boynton Beach,FL33435     		none PC Operational Support 500
    Opera Grand Rapids
    1320 Fulton St E
    Grand Rapids,MI49503     		none PC Studnet passport program 2021 21,000
    Oriental Institute
    1155 E 58th St
    Chicago,IL60637     		none PC Operational Support 2,500
    Paulist Fathers
    215 SHledon SE
    Grand Rapids,MI49503     		none PC Hope for the Future Campaign gift 250,000
    Safe Driving Choices
    3849 Lake Michigan Dr NW
    Grand Rapids,MI49534     		none PC Safe driving program support 50,000
    Samaritas
    8131 E Jefferson
    Detroit,MI48214     		none PC Afghan resettlement program support 5,000
    Schwab Charitable
    1958 Summit Park Dr
    Orlando,FL32810     		none PC Aslanian family charitable gifts 25,000
    Special Olympics Michigan
    Central Michigan University
    Mount Pleasant,MI48859     		none PC KPS event 2021 500
    Spectrum Health Foundation
    25 Michigan St NE
    Grand Rapids,MI49503     		none PC 2022 Gala sponsorship 6,000
    St Mary Foundation
    200 Jefferson SE
    Grand Rapids,MI49503     		none PC Nanas run event 2021 sponsor 3,500
    Summer Search NYC
    304 12th St Ste 4A
    Oakland,CA94607     		none PC Summer programming support 3,000
    The Childrens Foundation
    3011 West Grand Blvd Ste 218
    Detroit,MI48202     		none PC Refugee and humanitarian parolee rescue 5,000
    True Success
    6757 Cascade Rd SE
    Grand Rapids,MI49546     		none PC Operational Support 2,500
    Van Andel Institute
    333 Bostwick NE
    Grand Rapids,MI49503     		none PC Hope on the Hill support 5,000
    Westchester CHildrens Chorus
    1 Chatsworth Ave
    Larchmont,NY10538     		none PC Operational Support 1,000
    Wikimedia Foundation
    PO Box 98204
    Washington,DC20090     		none PC Operational Support 1,000
    YMCA of Grand Rapids
    475 Lake Michigan Dr NW
    Grand Rapids,MI49504     		none PC Safety around Water program support 5,000
    Total .................................bullet 3a 11,353,623
    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    
    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) ..      
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
     
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE PETER and JOAN SECCHIA FAMILY INC
     
    Employer identification number

    38-2641093
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE PETER and JOAN SECCHIA FAMILY INC
          		Employer identification number
    38-2641093
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    The Peter F Secchia Trust
    220 Lyon NW Ste 510
     
    Grand Rapids, MI49503

    		$ 50,551,394


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE PETER and JOAN SECCHIA FAMILY INC
          		Employer identification number

    38-2641093
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 Cash and securities $ 50,551,394 2021-10-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE PETER and JOAN SECCHIA FAMILY INC
          		Employer identification number

    38-2641093
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE PETER and JOAN SECCHIA FAMILY INC
    EIN:
    38-2641093
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 4,552 2,276 0 2,776

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE PETER and JOAN SECCHIA FAMILY INC
    EIN:
    38-2641093
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INvestment Securities 67,613,672 67,613,672

    TY 2021 LegalFeesSchedule
    Name:
    THE PETER and JOAN SECCHIA FAMILY INC
    EIN:
    38-2641093
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 1,928 964 0 964


    TY 2021 OtherAssetsSchedule
    Name:
    THE PETER and JOAN SECCHIA FAMILY INC
    EIN:
    38-2641093
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Cash Surr Value Life Ins 0 5,911,538 5,911,538


    TY 2021 OtherExpensesSchedule
    Name:
    THE PETER and JOAN SECCHIA FAMILY INC
    EIN:
    38-2641093
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Office Supplies 465 0 0 465
    Filing Fees 40 0 0 40
    Management Fees 39,996 19,998 0 19,998


    TY 2021 OtherIncreasesSchedule
    Name:
    THE PETER and JOAN SECCHIA FAMILY INC
    EIN:
    38-2641093
    Description Amount
    Unrealizeed Gain in Investment Sec 7,934,010


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE PETER and JOAN SECCHIA FAMILY INC
    EIN:
    38-2641093
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Fees 121,939 121,939 0 0


    TY 2021 TaxesSchedule
    Name:
    THE PETER and JOAN SECCHIA FAMILY INC
    EIN:
    38-2641093
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Income Taxes 55,000 55,000 0 0