Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
UFP INDUSTRIES FOUNDATION
 
% Brandon Froysland
Number and street (or P.O. box number if mail is not delivered to street address)2801 E BELTLINE AVE NE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRAND RAPIDS, MI495259680
A Employer identification number

38-3161777
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$18,486,720
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) 3,234,203
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 491,303 491,303 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -28,702
b Gross sales price for all assets on line 6a 6,128,335
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... -16,662 0 0
12 Total. Add lines 1 through 11........ 3,680,142 491,303 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... 7,938 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... 95,216 95,216 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 103,154 95,216 0 0
25 Contributions, gifts, grants paid....... 1,681,553 1,681,553
26 Total expenses and disbursements. Add lines 24 and 25 1,784,707 95,216 0 1,681,553
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,895,435
b Net investment income (if negative, enter -0-) 396,087
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 354,830 195,277 195,277
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   654,000 200,000 200,000
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule).......   0  
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,784,998 Click to see attachment
List of Attached Documents:
// Content
17,491,036
18,091,443
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,793,828 17,886,313 18,486,720
Liabilities 17 Accounts payable and accrued expenses.......... 160,950 358,000
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 160,950 358,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 15,632,878 17,528,313
29 Total net assets or fund balances (see instructions)..... 15,632,878 17,528,313
30 Total liabilities and net assets/fund balances (see instructions). 15,793,828 17,886,313
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
15,632,878
2
Enter amount from Part I, line 27a .....................
2
1,895,435
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
17,528,313
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,528,313
Form 990-PF (2023)
Form 990-PF (2023)
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 Public Traded Securities      
b
c
d
e
(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 6,128,335 0 6,157,037 -28,702
b
c
d
e
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       -28,702
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 -28,702
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  
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 right arrow 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) 1 5,506
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 5,506
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 5,506
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,500
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,994
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,994 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMI
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 2023 or the taxable year beginning in 2023? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrow  
14
The books are in care ofright arrowHeather Plain Telephone no.right arrow (616) 364-6161

Located atright arrow2801 E Beltline Ave NEGrand RapidsMI ZIP+4right arrow49525
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
David A TutasClick to see attachment
List of Attached Documents:
// Content
Secretary Director
0.00
0 0 0
2801 E Beltline Ave NE
Grand Rapids,MI49525
Brandon H FroyslandClick to see attachment
List of Attached Documents:
// Content
Director
0.00
0 0 0
2801 E Beltline Ave NE
Grand Rapids,MI49525
Michael R ColeClick to see attachment
List of Attached Documents:
// Content
Director
0.00
0 0 0
2801 E Beltline Ave NE
Grand Rapids,MI49525
Angelynn A AfendoulisClick to see attachment
List of Attached Documents:
// Content
Director
0.00
0 0 0
2801 E Beltline Ave NE
Grand Rapids,MI49525
Matthew J MissadClick to see attachment
List of Attached Documents:
// Content
President Director
0.00
0 0 0
2801 E Beltline Ave NE
Grand Rapids,MI49525
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
16,391,948
b
Average of monthly cash balances.......................
1b
190,505
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,582,453
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
16,582,453
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
248,737
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,333,716
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
816,686
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
816,686
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,506
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
5,506
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
811,180
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
811,180
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
811,180
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
1,681,553
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,681,553
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 811,180
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 66,713
b From 2019...... 121,007
c From 2020...... 138,701
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 326,421
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,681,553
a Applied to 2022, 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 2023 distributable amount.....  
e Remaining amount distributed out of corpus 870,373
5 Excess distributions carryover applied to 2023.    
(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 1,196,794
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
811,180
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 2018 not
applied on line 5 or line 7 (see instructions) ...
66,713
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
1,130,081
10 Analysis of line 9:
a Excess from 2019.... 121,007
b Excess from 2020.... 138,701
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 870,373
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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
360 Communities


501 Highway 13 E Ste
Ste 112
Burnsville,MN55337
No Relationship PF Outreach 2,000
Acton Institute


98 E Fulton St E
Grand Rapids,MI49503
No Relationship PF Outreach 10,000
Alpine Baptist Church


692 7 Mile Rd NW
Comstock Park,MI49321
No Relationship PF Outreach 150

Anew Building Beyond Violence and Abuse

18137 South Harwood
Homewood,IL60430
No Relationship PF Outreach 2,000
Anxiety Resource Center


312 Grandville Ave SW
Grand Rapids,MI49503
No Relationship PF Outreach 10,000
Big Heart Center for Brain Change


5209 Chatsworth Lane
Fort Worth,TX76244
No Relationship PF Outreach 5,000
Blandford Nature Center


1715 Hillburn Ave NW
Grand Rapids,MI49504
No Relationship PF Outreach 3,000
Boys and Girls Club


726 Madison Ave SE
Grand Rapids,MI49503
No Relationship PF Outreach 21,000
Bridge Tenders International


PO BOX 528
Selma,AL36702
No Relationship PF Outreach 2,000
Calvary Church


707 East Beltline NE
Grand Rapids,MI49525
No Relationship PF Outreach 500
Camp Geneva


3995 N Lakeshore Dr
Holland,MI49424
No Relationship PF Outreach 20,000
Chapman Partnership


28205 SW 124 Court
Homestead,FL33033
No Relationship PF Outreach 2,000

Citizens Fire Company No 1 of Gordon PA

211 Broad St
Ashland,PA17921
No Relationship PF Outreach 8,278
Clinical Support Options


8 Atwood Drive
STE 301
Northampton,MA01060
No Relationship PF Outreach 2,000

Coalition for the Homeless of Central Florida

693 W Centeral Blvd
Orlando,FL32801
No Relationship PF Outreach 2,000
Community Hope


959 Route 46 E
Suite 402
Parsippany,NJ07054
No Relationship PF Outreach 2,000
Community Link Mission


300 Belmont St
Saginaw,TX76179
No Relationship PF Outreach 2,000
Couleecap


201 Melby St
Westby,WI54667
No Relationship PF Outreach 2,000
Cross Road Gospel Rescue


24 5th St NE
Moultrie,GA31768
No Relationship PF Outreach 2,000
DA Blodgett St Johns


805 Leonard St NE
Grand Rapids,MI49503
No Relationship PF Outreach 5,000
Exodus Place


322 Front Ave SW
Grand Rapids,MI49504
No Relationship PF Outreach 10,000
Family Promise


516 Cherry St SE
Grand Rapids,MI49503
No Relationship PF Outreach 18,000

Family Promise of Greater New Braunfels

71 Summit Ave
Summit,NJ07901
No Relationship PF Outreach 2,000
Family Promise of Lehigh Valley


1346 Hamilton St
Allentown,PA18102
No Relationship PF Outreach 2,000
Fostering Hope


111 S Tejon St
Ste 112
Colorado Springs,CO80903
No Relationship PF Outreach 2,000

Foundation for Individual Rights and Expression

510 Walnut St
Ste 900
Philadelphia,PA19106
No Relationship PF Outreach 17,500
Friends of Grand Rapids Parks


720 Curve St SW
STE B
Grand Rapids,MI49503
No Relationship PF Outreach 10,000
GIFTS Mens Shelter


1025 N Washington St
Janesville,WI53548
No Relationship PF Outreach 2,000
Gildas Club


1806 Bridge St NW
Grand Rapids,MI49504
No Relationship PF Outreach 3,000

Girl Scouts of Michigan Shore to Shore

3275 Walker Ave NW
Grand Rapids,MI49544
No Relationship PF Outreach 10,000
Good Shepherd Mission


PO Box 7281
Huntsville,TX77342
No Relationship PF Outreach 2,000
Goodwill North Central Texas


4005 Campus Dr
Fort Worth,TX76119
No Relationship PF Outreach 2,000
Grand Rapids Public Museum


115 College Ave SE
Grand Rapids,MI49503
No Relationship PF Outreach 3,000
Greely Transitional House


1206 10th St
Greely,CO80631
No Relationship PF Outreach 2,000
GROW Foundation


1545 Crossways Blvd
Chesapeake,VA23320
No Relationship PF Outreach 2,000
Guiding Light


255 Division Ave S
Grand Rapids,MI49503
No Relationship PF Outreach 2,500
Habitat for Humanity


425 Pleasant St SW
Grand Rapids,MI49503
No Relationship PF Outreach 28,000
Hamilton County Coalition


5721 Marlin RD
Ste 3200
Chattanooga,TN37411
No Relationship PF Outreach 2,000
Hand2Hand


306 Chicago Dr
Jenison,MI49428
No Relationship PF Outreach 2,750
Heart of West Michigan United Way


118 Commerce Ave SW
Ste 100
Grand Rapids,MI49503
No Relationship PF Outreach 20,000
Home Repair Services


1100 South Division Ave
Grand Rapids,MI49507
No Relationship PF Outreach 23,000
HomeAid Colorado


7721 W 6th Ave
STE A
Lakewood,CO80214
No Relationship PF Outreach 2,000
Hometown Hero Outdoors


206 Myrtle St W
Stillwater,MN55082
No Relationship PF Outreach 2,000
Hope Haven of Cass County


300 W Chestnut St
Harrisonville,MO64701
No Relationship PF Outreach 2,000
Hope House


1001 W Washington ST
St Louis,MI48880
No Relationship PF Outreach 2,000
Interfaith Family Shelter


PO Box 12824
Everett,WA98206
No Relationship PF Outreach 2,000
Jenison Robotics


1889 Baldwin St
Jenison,MI49428
No Relationship PF Outreach 250
Job Creators Network Foundation


15455 Dallas Pkwy
Addison,TX75001
No Relationship PF Outreach 75,000

Junior Achievement of the Michigan Great Lakes

4090 Lake Dr SE
Grand Rapids,MI49546
No Relationship PF Outreach 30,000

Juvenile Diabetes Research Foundation

200 Vesey St
28th Floor
New York,NY10281
No Relationship PF Outreach 5,000
KEYSTONE PLACE


505 E Market St
Centerville,MI49032
No Relationship PF Outreach 2,000
Kids Food Basket


1300 Plymouth Ave NE
Grand Rapids,MI49505
No Relationship PF Outreach 3,000
Land Conservancy of West Michigan


400 Ann St NW
Grand Rapids,MI49504
No Relationship PF Outreach 20,000
Literacy Center of West Michigan


1120 Monroe Ave NW
STE 240
Grand Rapids,MI49503
No Relationship PF Outreach 20,000
Mackinac Center


140 West Main St
P O Box 568
Midland,MI48640
No Relationship PF Outreach 22,500
MakeAWish Michigan


25 Michigan St NE
STE 1200
Grand Rapids,MI49503
No Relationship PF Outreach 1,000
Meals on Wheels


2900 Wilson Ave SW
Suite 500
Grandville,MI49418
No Relationship PF Outreach 3,000
Mel Trotter


225 Commerce Ave SW
Grand Rapids,MI49503
No Relationship PF Outreach 3,000
Metropolitan Ministries


2002 N Florida Ave
Tampa,FL33602
No Relationship PF Outreach 2,000
Michigan State University Athletics


426 Auditorium Road
East Lansing,MI48824
No Relationship PF Outreach 20,000

Morgans Wonderland Camp Capital Campaign

23400 Cibolo Vista
San Antonio,TX78261
No Relationship PF Outreach 25,000
Mr Bobs Under The Bridge


2360 Dakota Dr
Gafton,WI53024
No Relationship PF Outreach 2,000

New Horizons Shelter and Outreach Centers

1223 Main St
La Crosse,WI54601
No Relationship PF Outreach 2,000
Open Door Community Center


310 Phillips Ave
South Hackensack,NJ07606
No Relationship PF Outreach 2,000
Orchard View Elementary PTO


2770 Leffingwell Ave NE
Grand Rapids,MI49525
No Relationship PF Outreach 500
Paradise Teams


6221 Belrick Ct NE
Belmont,MI49306
No Relationship PF Outreach 500
Peninsula Rescue Mission


3700 Hunington Ave
Newport News,VA23607
No Relationship PF Outreach 2,000
Pine Street Inn


444 Harrison Ave
Boston,MA02118
No Relationship PF Outreach 2,000
Putnam Christian Outreach Inc


151 Industrial Blvd
Eatonton,GA31024
No Relationship PF Outreach 2,000
Renew Mobility


2215 29th St SE
STE A6
Grand Rapids,MI49508
No Relationship PF Outreach 3,000

RESCUE INCORPORATE DBA HOPE MINISTRIES

PO Box 593
Brattleboro,VT05302
No Relationship PF Outreach 2,000

Rockford American Legion Merritt Lamb Post 102

117 E Bridge St NE
Rockford,MI49341
No Relationship PF Outreach 500
Rod's House


204 S Naches Ave
Yakima,WA98901
No Relationship PF Outreach 2,000
Ronald McDonald House Charities


1323 Cedar St NE
Grand Rapids,MI49503
No Relationship PF Outreach 300
Ruth House Ministries


7 Hill Crest Dr
Ranger,GA30734
No Relationship PF Outreach 2,000
Safe Alliance Victim Assistance


601 East Fifth St
Charlotte,NC28202
No Relationship PF Outreach 2,000
Safe Space Inc


304 E Nash St
Louisburg,NC27549
No Relationship PF Outreach 2,000
SAFET Crisis Center


204 Patrick St
Mount Pleasant,TX75455
No Relationship PF Outreach 2,000
Samaritas Senior Living


2000 32nd St SE
Grand Rapids,MI49508
No Relationship PF Outreach 3,000
Sampson Commerce Foundation


414 Warsaw Rd
Clinton,NC28329
No Relationship PF Outreach 2,000
SERVANTS TO ALL


4 S Centre St
Pottsville,PA17901
No Relationship PF Outreach 2,000
Sharing Caring Hands


525 N 7th St
Minneapolis,MN55405
No Relationship PF Outreach 2,000
Shawnee Rescue Mission


506 S Beard St
Shawnee,OK74801
No Relationship PF Outreach 2,000
Silent Observer


39 Monroe Center St
Grand Rapids,MI49503
No Relationship PF Outreach 2,500
South Kent FOP Lodge 134


2300 De Hoop Ave SW
Wyoming,MI49509
No Relationship PF Outreach 225

Southwestern WI Community Action Program

149 North Iowa St
Dodgeville,WI53533
No Relationship PF Outreach 2,000

St Judes Childrens Research Hospital

262 Danny Thomas Pl
Memphis,TN38105
No Relationship PF Outreach 15,000
St Vincent de Paul Society


1314 Division Ave
Grand Rapids,MI49507
No Relationship PF Outreach 2,000
Stand Fight Foundation


1731 Crestview Ln
Erie,CO80516
No Relationship PF Outreach 10,000
Street Love Ministries


PO Box 928
Jefferson,GA30549
No Relationship PF Outreach 2,000
Sweet Celebrations


577 Castle Ridge Dr
Ballwin,MO63021
No Relationship PF Outreach 2,000
Tender Mercies


27 W 12th ST
Cincinnati,OH45202
No Relationship PF Outreach 2,000

Tennessees Community Assistance Corporation TCAC

740 E Main St
Morristown,TN37814
No Relationship PF Outreach 2,000

The Hay Center Hay Center Foundation

8915 Knight Rd
Houston,TX77054
No Relationship PF Outreach 2,000
The Jesse Tree Boise Idaho


1121 W Miller St
Boise,ID83702
No Relationship PF Outreach 2,000

The Kirk Gibson Foundation for Parkinsons

280 N Old Woodword Ave
Suite 106
Birmingham,MI48009
No Relationship PF Outreach 5,000
The Link


1210 Glenwood Ave
Minneapolis,MN55405
No Relationship PF Outreach 2,000
The Salvation Army


4160 Plainfield Ave
Grand Rapids,MI49525
No Relationship PF Outreach 4,500
The Samaritan House


2620 Southern Boulevard
Virginia Beach,VA23452
No Relationship PF Outreach 2,000
The StoreHouse


4411 Plainfield Ave NE
Grand Rapids,MI49525
No Relationship PF Outreach 3,000
Thresholds


4101 N Ravenswood Ave
Chicago,IL60613
No Relationship PF Outreach 3,000
United Way Worldwide Team 211


701 N Fairfax Street
Alexandria,VA22314
No Relationship PF Outreach 2,000
Van Andel Institute


333 Bostwich Ave NE
Grand Rapids,MI49503
No Relationship PF Outreach 600
Veterans4USA


PO Box 279
Weidman,MI48893
No Relationship PF Outreach 3,000
VFW Post 6542


361 Old 41 HWY
Barnesville,GA30204
No Relationship PF Outreach 2,000
Wedgwood Christian Services


3300 36th St SE
Grand Rapids,MI49512
No Relationship PF Outreach 28,000
Willis Foundation


491 W South St
Kalamazoo,MI49507
No Relationship PF Outreach 1,000

Womens Resource Center to End Domestic Violence

PO Box 171
Decatur,GA30031
No Relationship PF Outreach 2,000
Women's Rural Advocacy Program


1593 11th Ave
Room 260
Granite Falls,MN56241
No Relationship PF Outreach 2,000
UFP Business Administration Program


2801 E Beltline Ave NE
Grand Rapids,MI49525
No Relationship 509a1 Outreach 1,027,500
Total .................................right arrow 3a 1,681,553
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ...........
  0   0 0
4 Dividends and interest from securities ....   0 14 491,303 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............
  0   0 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a  
  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 491,303 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
491,303
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017649
Software Version: V2.0


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
2023
Name of the organization
UFP INDUSTRIES FOUNDATION
 
Employer identification number

38-3161777
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
UFP INDUSTRIES FOUNDATION
 
Employer identification number
38-3161777
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
UFP Industries Inc
 
2801 E Beltline Ave NE
 
Grand Rapids, MI49525

$ 2,162,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
William G Currie Foundation
2801 E Beltline Ave NE
 
Grand Rapids, MI49525

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
Missad Foundation
2801 E Beltline Ave NE
 
Grand Rapids, MI49525

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
Ardellis Insurance Ltd
2801 E Beltline Ave NE
 
Grand Rapids, MI49525

$ 1,002,203


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
UFP INDUSTRIES FOUNDATION
 
Employer identification number

38-3161777
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
4
Publicly traded securities $ 1,002,203 2023-11-28
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
UFP INDUSTRIES FOUNDATION
 
Employer identification number

38-3161777
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsOtherSchedule2
Name:
UFP INDUSTRIES FOUNDATION
EIN:
38-3161777
Software ID:
23017649
Software Version:
V2.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS   17,491,036 18,091,443

TY 2023 OtherExpensesSchedule
Name:
UFP INDUSTRIES FOUNDATION
EIN:
38-3161777
Software ID:
23017649
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank and Advisor Income 95,216 95,216 0 0


TY 2023 OtherIncomeSchedule2
Name:
UFP INDUSTRIES FOUNDATION
EIN:
38-3161777
Software ID:
23017649
Software Version:
V2.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Public Traded Securties -16,662 0 0


TY 2023 TaxesSchedule
Name:
UFP INDUSTRIES FOUNDATION
EIN:
38-3161777
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax on Investment Income 7,938 0 0 0