| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ERNST & YOUNG LLP | 4,620 | 2,310 | 2,310 |
| Category | Amount |
|---|---|
| NONE |
| Description of Property | Date Acquired | Cost or Other Basis | Prior Years' Depreciation | Computation Method | Rate / Life (# of years) |
Current Year's Depreciation Expense | Net Investment Income | Adjusted Net Income | Cost of Goods Sold Not Included |
|---|
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD Hastings,MI49058 |
2022-03-11 | 2,500 | PROVIDE GRANT FOR LATESUMMER NIGHT'S GREEN | 2,500 | NO | 01/05/2023 | 2023-01-05 | This event is the largest fundraiser for the organization. Revenue for the event totaled $44,014, expenses were $9,788, netting $34,226. These donations help fund operations at the Institute, especially the summer research program that provided $96,544 in research stipends for undergraduate and graduate students and faculty at area colleges and universities. During the summer of 2022, the organization had 7 researchers complete 4 projects, 5 natural resource interns, 11 creative arts fellows who completed a new, four-week program, and 3 food and housing grant researchers. All funds raised were spent. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2022-03-11 | 1,000 | Over the Creek and Through the Woods Trail Run | 1,000 | NO | 01/05/2023 | 2023-01-05 | Expenses were $3,742 and total income including grants, donations, and run registration fees were $8,459, with net income of $4,717. Funds earned were spent to support the Institute's general operating efforts, including community education, stewardship efforts, and school programming. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2022-03-11 | 1,000 | Sponsor for Dinner and A Movie Program | 1,000 | NO | 01/05/2023 | 2023-01-05 | An environmental movie was played after dinner and a discussion was held with participants. Donations totaled $4,325. Participants' registration cost covered the cost of the dinner. The donations were used to support general operating efforts, including community education, stewardship efforts, and the summer research program. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2022-03-11 | 2,000 | Relentless Pursuit of Impact Community Workshop | 2,000 | NO | 01/05/2023 | 2023-01-05 | The DeCamp Foundation's $2,000 donation was used to offset some of the cost to present a workshop for community non-profits about improving impact through effective use of data. Sheri Chaney Jones, from Measurement Resources Company, presented information from her book, Impact & Excellence, on April 27, 2022, to 18 community members and 9 Institute staff and Board members. Sheri's speaker fee was $3,500. The 18 community members paid $15 for the workshop, a much reduced fee due to the DeCamp grant. Total cost of the workshop with the speaker fee and food costs was $3,662 and the income, with the grant and participant fees was $2,270, with the Institute covering the remainder of the cost. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2022-10-20 | 17,500 | PROVIDE CHALLENEGE GRANT FOR 2022 SCIENCE STRONG CAMPAIGN | 17,500 | NO | 01/05/2023 | 2023-01-05 | As in the past, this $17,500 donation from the DeCamp Foundation served as a challenge grant to encourage our members and other supporters to donate to the 2022 ScienceStrong Campaign. Money raised through this Campaign provide funds for science and environmental education for students, professional development for teachers, and field trips to the Institute, with a focus on the Barry County area. As of the end of 2022, $13,400 was raised from members and supporters, totaling $30,900. Total expenses for ScienceStrong in 2022: $51,302 $10,092 - Supplies provided to Barry County classrooms for science education $10,990 - Free field trips, in-class programs and support, and teacher professional development $ 1,052 - Miscellaneous (mileage, printing, volunteer support) $29,168 - Staff support of 1,535 hours to plan, manage, and deliver ScienceStrong programs $51,302 - Total Expenses |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2022-12-19 | 500 | CONSTRUCTION OF COMPOST BIN | 500 | NO | 01/05/2023 | 2023-01-05 | The construction of compost bin is scheduled to take place in the spring of 2023 and is budgeted to cost $6,000. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTING,MI49058 |
2023-04-25 | 3,000 | PROVIDE GRANT FOR GALA IN THE GARDEN | 3,000 | NO | 01/17/2024 | 2024-01-17 | GALA IN THE GARDEN, WHICH USED TO BE LATESUMMER NIGHT'S GREEN, WAS THE FOUNDATION'S BIGGEST FUNDRAISER FOR 2023. REVENUE FOR THE EVENT TOTALED $49,042; EXPENSES WERE $8,750, NETTING $40,292. THESE DONATIONS HELPED TO FUND MISSION CRITICAL EFFORTS, INCLUDING THE SUMMER RESEARCH PROGRAM, WHICH PROVIDED $107,400 IN RESEARCH STIPENDS TO COLLEGE STUDENTS AND FACULTY MENTORS. DURING THE SUMMER OF 2023, 9 STUDENTS COMPLETED 5 RESEARCH PROJECTS, A WATER QUALITY RESEARCHER SAMPLED AREA LAKES AND 10 ART AND WRITING STUDENTS COMPLETED A FIVE-WEEK RESIDENCY TO HONE THEIR SKILLS BY CONNECTING WITH NATURE. ALL FUNDS WERE SPENT. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2023-04-25 | 1,500 | TAKING FLIGHT IN THE OUTDOORS PROGRAM | 1,500 | NO | 01/17/2024 | 2024-01-17 | PROGRAM TO CELEBRATE NATIONAL GET OUTDOORS DAY HELD ON JUNE 10, 2023. THIRTY-SIX ATTENDEES ENJOYED A LIVE BIRD PROGRAM, VARIOUS ACTIVITIES, AND A PICNIC LUNCH/REFRESHMENTS. SPONSORSHIP FUNDS WERE USED TO OFFSET THIS EVENT'S EXPENSES, ENSURING FAMILIES COULD ENJOY IT. ALL FUNDS WERE SPENT ON THE PROGRAM AND MARKETING EXPENSES OF $1,692. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2023-04-25 | 1,200 | OVER THE CREEK, THROUGH THE WOODS TRAIL RUN | 1,200 | NO | 01/17/2024 | 2024-01-17 | WHILE TURNOUT FOR THIS YEAR'S 5K AND FUN-RUN TRAIL RUN ON APRIL 22, 2023 WAS LOWER THAN HOPED, EVERYONE WHO PARTICIPATED HAD A GREAT TIME AND THE EVENT WAS A FINANCIAL SUCCESS. THE GROSS INCOME WAS $7,787, WHICH WAS RAISED THROUGH EVENT SPONSORSHIPS, REGISTRATION FEES AND DONATIONS. EXPENSES WERE $1,774. FUNDS EARNED WERE SPENT TO SUPPORT THE INSTITUTE'S GENERAL OPERATING EFFORTS, INCLUDING COMMUNITY EDUCATION, STEWARDSHIP EFFORTS, AND STAFF DEVELOPMENT. ALL FUNDS WERE SPENT. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2023-05-09 | 12,000 | CLIMATE RESILIENT LAND MANAGEMENT PROGRAM | 12,000 | NO | 01/17/2024 | 2024-01-17 | CLIMATE RESILIENT LAND MANAGEMENT (CLRM) IS A NEW MAJOR EFFORT FOR THE INSTITUTE AND INVOLVES MOST STAFF MEMBERS. IT IS A WORK PLAN FOR THE LONG-TERM HEALTH AND RESILIENCY OF THE INSTITUTE'S NATURAL AREAS IN RESPONSE TO THE THREATS POSED BY CLIMATE CHANGE. THROUGH HANDS-ON LAND MANAGEMENT ON THE INSTITUTE'S 850 ACRES, THE INSTITUTE IS CREATING A PLAN FOR CLIMATE RESILIENCY TO SHARE WITH OTHER COMMUNITY MEMBERS SO THEY CAN BUILD CLIMATE RESILIENCY ON THEIR PROPERTY. APPROXIMATELY 125 HOURS WERE TRACKED BY STAFF JUST ON MEETINGS AND OFFICE WORK. THE FUNDS SECURED FOR THIS EFFORT ALLOWED THE INSTITUTE TO HIRE A PART-TIME STEWARDSHIP COORDINATOR WHO DID MUCH OF THE ON=SITE LAND MANAGEMENT WORK. STEWARDSHIP MANAGER MARY PARR WAS ALSO VERY INVOLVED WITH THIS EFFORT. TOTAL DONATIONS RECEIVED WERE $25,000 FOR 2023, WHILE TOTAL TRACKED EXPENSES FOR THIS PROJECT WERE $77,289. ALL FUNDS WERE SPENT. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2023-10-26 | 17,500 | SCIENCESTRONG PROGRAM | 17,500 | NO | 01/17/2024 | 2024-01-17 | THIS DONATION SERVED AS A CHALLENGE GRANT TO ENCOURAGE MEMBERS AND OTHER SUPPORTERS TO DONATE AND MATCH THE $17.500 RECEIVED FROM THE DECAMP FOUNDATION. THE FUNDS RAISED ARE USED FOR SCIENCE AND ENVIRONMENTAL EDUCATION OPPORTUNITIES FOR K-12 STUDENTS, PREOFESSIONAL DEVELOPMENT FOR TEACHERS, AND FIELD TRIPS TO THE INSTITUTE. DURING 2022-2023 SCHOOL YEAR, 205 DAYCARE PROGRAMS WERE PROVIDED, THERE WERE 5,671 PRE-K THORUGH 5TH GRADE STUDENT CONTACTS BOTH IN THE CLASSROOM AND DURING FIELD TRIPS, AND TEACHERS PARTICIPATED IN 2 BOOK-STUDY PROGRAMS. TEACHERS UTILIZED THE INSTITUTE'S SCIENCE LENDING LIBRARY AND DIGITAL TEACHER TRAINING HUB REGULARLY. TOTAL FUNDS EXPENDED ON THIS PROGRAM FOR THE 2023 FINANCIAL YEAR WERE $60,027. ALL FUNDS WERE SPENT. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2023-11-27 | 10,000 | AUDITORIUM PROJECTOR PURCHASE AND INSTALLATION | 10,000 | NO | 01/17/2024 | 2024-01-17 | THIS DONATION WAS USED TO PURCHASE AND INSTALL A NEW PROJECTOR IN THE INSTITUTE'S AUDITORIUM. THE EPSON 7000 SHORT-THROW PROFESSIONAL 3LCD LASER PROJECTOR COST WAS $18,997, WHICH INCLUDED INSTALLATION. AN ADDITIONAL OUTLET WAS ALSO NEEDED FOR INSTALLATION, WHICH COST $615. ALL FUNDS WERE SPENT. |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| GRAND WEALTH MGMT: | AT COST | ||
| DFA INTERNATIONAL CORE EQUITY | 1,136,237 | 1,565,476 | |
| DFA US CORE EQUITY | 1,679,208 | 3,881,007 | |
| DFA EMERGING MRKTS CORE EQU PO | 552,882 | 674,204 | |
| DFA REAL ESTATE SEC PRTF INSTL | 298,187 | 338,064 | |
| DFA GLOBAL CORE PLUS FIXED INC | 1,179,375 | 1,085,395 | |
| VANGUARD CORE BOND FUND ADMIRA | 1,057,000 | 1,047,752 | |
| VANGUARD SHORT TERM INVMT ADM | 531,637 | 542,162 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| COUNCIL OF MI FDN FEES | 3,000 | 3,000 | ||
| STATE OF MI ANNUAL REPORT | 20 | 20 | ||
| FHI MANAGEMENT EXPENSES | 101,239 | 50,620 | 50,619 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| GWM (FIDELITY) ACCOUNT FEES | 36,651 | 36,651 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAXES - GWM (FIDELITY) | 5,440 | 5,440 |