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
THE MEIJER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 150449
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRAND RAPIDS, MI49515
A Employer identification number

38-6575227
B Telephone number (see instructions)

(616) 888-3360
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$172,757,329J 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) 21,175,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments   398,290  
4 Dividends and interest from securities... 606,416 3,819,287  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 15,011,178
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,289 -561,244  
12 Total. Add lines 1 through 11........ 21,787,705 3,656,333  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   129,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
42,108 13,431   28,677
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,746 9,379   9,379
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
945,702 825,711   668,202
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...   142,705    
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
List of Attached Documents:
// Content
64,497 24,623   39,872
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,072,053 1,015,849   875,630
25 Contributions, gifts, grants paid....... 12,031,844 12,031,844
26 Total expenses and disbursements. Add lines 24 and 25 13,103,897 1,015,849   12,907,474
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,683,808
b Net investment income (if negative, enter -0-) 2,640,484
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 8,913,729 10,779,418 10,779,418
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 10,493,831 Click to see attachment
List of Attached Documents:
// Content
10,744,358 		10,744,358
b Investments—corporate stock (attach schedule)....... 71,686,120 Click to see attachment
List of Attached Documents:
// Content
57,934,391 		57,934,391
c Investments—corporate bonds (attach schedule)....... 34,533,042 Click to see attachment
List of Attached Documents:
// Content
26,786,707 		26,786,707
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 0 641,582 641,582
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
23,465,858 		Click to see attachment
List of Attached Documents:
// Content
65,870,873 		Click to see attachment
List of Attached Documents:
// Content
65,870,873
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 149,092,580 172,757,329 172,757,329
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 149,092,580 172,757,329
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 149,092,580 172,757,329
30 Total liabilities and net assets/fund balances (see instructions). 149,092,580 172,757,329
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
149,092,580
2
Enter amount from Part I, line 27a .....................
2
8,683,808
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,980,941
4
Add lines 1, 2, and 3 ..........................
4
172,757,329
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
172,757,329
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 NORTHERN TRUST 17-90364 - PUBLICLY TRADED SECURITIES      
b NORTHERN TRUST 17-90364 - PUBLICLY TRADED SECURITIES      
c NORTHERN TRUST 44-15339 - PUBLICLY TRADED SECURITIES      
d NORTHERN TRUST 44-15339 - PUBLICLY TRADED SECURITIES      
e NORTHERN TRUST 44-66285 - PUBLICLY TRADED SECURITIES      
NORTHERN TRUST 44-66285 - PUBLICLY TRADED SECURITIES      
NORTHERN TRUST 44-97300 - PUBLICLY TRADED SECURITIES      
NORTHERN TRUST 44-77870 - PUBLICLY TRADED SECURITIES      
NORTHERN TRUST 44-77870 - PUBLICLY TRADED SECURITIES      
NORTHERN TRUST 44-77871 - PUBLICLY TRADED SECURITIES      
NORTHERN TRUST 44-77871 - PUBLICLY TRADED SECURITIES      
FROM K-1: BDT CAPITAL PARTNERS FUND I-A P    
FROM K-1: BDT CAPITAL PARTNERS FUND II (TE) P    
FROM K-1: FIAM TACTICAL BOND FUND, LP P    
FROM K-1: FIAM TACTICAL BOND FUND, LP P    
FROM K-1: GA VENTURE FUND II, LLC P    
FROM K-1: GA VENTURE FUND III, LLC P    
FROM K-1: GA VENTURE FUND III, LLC P    
FROM K-1: GLOBAL EQUITY LONG-ONLY FUND, LP P    
FROM K-1: GLOBAL EQUITY LONG-ONLY FUND, LP P    
FROM K-1: GQG PARTNERS GLOBAL EQUITY FUND P    
FROM K-1: GQG PARTNERS GLOBAL EQUITY FUND P    
FROM K-1: HARDMAN JOHNSTON INTERNATIONAL EQUITY FUND II LP P    
FROM K-1: HARDMAN JOHNSTON INTERNATIONAL EQUITY FUND II LP P    
FROM K-1: HOPEN LIFE SCIENCE FUND II P    
FROM K-1: MICHIGAN CAPITAL NETWORK VENTURE FUND IV P    
FROM K-1: PERENNIAL REAL ESTATE FUND, LP P    
FROM K-1: PLYMOUTH GROWTH PARTNERS V (QP) LP P    
FROM K-1: POLUNIN EMERGING MARKETS SMALL CAP FUND, LLC P    
FROM K-1: POLUNIN EMERGING MARKETS SMALL CAP FUND, LLC P    
FROM K-1: STATE STREET 3-10 YEAR US TREASURY INDEX P    
FROM K-1: STATE STREET 3-10 YEAR US TREASURY INDEX P    
FROM K-1: STATE STREET MSCI 100% HEDGED TO USD INDEX P    
FROM K-1: STATE STREET MSCI 100% HEDGED TO USD INDEX P    
FROM K-1: STATE STREET REAL ASSET NON-LENDING COMMON TRUST FUND P    
FROM K-1: STATE STREET REAL ASSET NON-LENDING COMMON TRUST FUND P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 21,205   26,232 -5,027
b 209,869   236,124 -26,255
c 2,499,996   2,483,475 2,193
d 576,222   572,328 280
e 132,070   142,186 -10,116
6,469,509   7,636,381 -1,166,872
3,040,000   3,036,003 197
772,697   657,063 115,634
727,658   733,712 -6,054
46,926   60,448 -13,522
515,026   655,288 -140,262
      85,903
      21,867
      -14,645
      -34,415
      11,171
      1
      135
      -936
      830,008
      -650,755
      23,704
      -11,320
      -55,366
      -231,604
      -5,264
      2,537
      6,295
      70,223
      151,102
      -7,539
      -241,280
      8,995
      28,309
      -49,649
      22,483
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       -5,027
b       -26,255
c       2,193
d       280
e       -10,116
      -1,166,872
      197
      115,634
      -6,054
      -13,522
      -140,262
      85,903
      21,867
      -14,645
      -34,415
      11,171
      1
      135
      -936
      830,008
      -650,755
      23,704
      -11,320
      -55,366
      -231,604
      -5,264
      2,537
      6,295
      70,223
      151,102
      -7,539
      -241,280
      8,995
      28,309
      -49,649
      22,483
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 -1,289,844
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 36,703
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 36,703
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 36,703
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 67,753
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 67,753
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 31,050
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow31,050 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
Yes
 
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. ...............................
10
 
No
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 arrowN/A
14
The books are in care ofright arrowHILARY K ROELOFS Telephone no.right arrow (616) 888-3360

Located atright arrow3280 N EVERGREEN DR 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)
Yes
 
(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
 
No
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
 
 
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
HENDRIK G MEIJER TRUSTEE
0.60 		0 0 0
C/O MEIJER CORPORATE HEADQUARTERS
2929 WALKER NW
GRAND RAPIDS,MI49544
DOUGLAS F MEIJER TRUSTEE
0.50 		0 0 0
C/O MEIJER CORPORATE HEADQUARTERS
2929 WALKER NW
GRAND RAPIDS,MI49544
MARK D MEIJER TRUSTEE
0.87 		0 0 0
C/O MEIJER CORPORATE HEADQUARTERS
2929 WALKER NW
GRAND RAPIDS,MI49544
DAVID HOOKER INTERIM EXECUTIVE DIRECTOR
3.65 		39,000 0 0
3280 N EVERGREEN DR NE
GRAND RAPIDS,MI49525
CARA JONES FORMER INTERIM EXECUTIVE DIRECTOR
19.13 		90,500 0 0
171 MONROE AVENUE NW SUITE 500
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...................right arrow 0
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
GREENVILLE PARTNERS LLC ADMINISTRATIVE & INVESTMENT FEES 643,202
PO BOX 150859
GRAND RAPIDS,MI49523
NORTHERN TRUST INT'L BANKING CORP INVESTMENT FEES 286,167
3 SECOND STREET STE 1401
JERSEY CITY,NJ073113988
GREENVILLE ASSET MANAGEMENT LLC ADMINISTRATIVE & INVESTMENT FEES 250,000
PO BOX 150319
GRAND RAPIDS,MI49523
NEPC LLC INVESTMENT FEES 147,080
255 STATE STREET
BOSTON,MA02109
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
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
152,789,863
b
Average of monthly cash balances.......................
1b
17,110,301
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
169,900,164
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
169,900,164
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,548,502
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
167,351,662
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,367,583
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
8,367,583
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
36,703
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
36,703
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,330,880
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
8,330,880
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
8,330,880
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
12,907,474
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
 
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
12,907,474
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 8,330,880
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 32,431,143
b From 2019...... 29,431,765
c From 2020...... 22,388,482
d From 2021...... 31,963,042
e From 2022...... 13,378,433
f Total of lines 3a through e ........ 129,592,865
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 12,907,474
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 8,330,880
e Remaining amount distributed out of corpus 4,576,594
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 134,169,459
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		32,431,143
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		101,738,316
10 Analysis of line 9:
a Excess from 2019.... 29,431,765
b Excess from 2020.... 22,388,482
c Excess from 2021.... 31,963,042
d Excess from 2022.... 13,378,433
e Excess from 2023.... 4,576,594
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

ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY

98 FULTON ST E UNIT 101
GRAND RAPIDS,MI495033280 		NONE PC GENERAL OPERATING SUPPORT 3,500

AFFINITY MENTORING

818 BUTTERWORTH ST SW
GRAND RAPIDS,MI495046254 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

AMERICAN WRITERS MUSEUM FOUNDATION

180 NORTH MICHIGAN AVE
CHICAGO,IL60601 		NONE PC GENERAL OPERATING SUPPORT 150,000

AMPLIFY GR

1480 KALAMAZOO AVE SE
GRAND RAPIDS,MI495072112 		NONE PC CAPITAL CAMPAIGN 100,000

ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED

456 CHERRY ST SE
GRAND RAPIDS,MI495034626 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

AYA YOUTH COLLECTIVE

320 STATE ST SE
GRAND RAPIDS,MI495034313 		NONE PC GENERAL OPERATING SUPPORT 37,500

BETHANY CHRISTIAN SERVICES INC

901 EASTERN AVE NE
GRAND RAPIDS,MI495031201 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

BLANDFORD NATURE CENTER

1715 HILLBURN AVE NW
GRAND RAPIDS,MI495042452 		NONE PC PROJECT/PROGRAM SUPPORT 125,000

BLESSINGS IN A BACKPACK INC

4121 SHELBYVILLE RD
LOUISVILLE,KY402073205 		NONE PC GENERAL OPERATING SUPPORT 100,000

BOY SCOUTS OF AMERICA - MICHIGAN CROSSROADS COUNCIL

3213 WALKER AVENUE
GRAND RAPIDS,MI49544 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

BOYS & GIRLS CLUBS OF GRAND RAPIDS YOUTH COMMONWEALTH

235 STRAIGHT AVE NW
GRAND RAPIDS,MI495045633 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

BRODYS BE CAFE LLC

7267 THORNAPPLE RIVER DR SE
ADA,MI493018405 		NONE PC GENERAL OPERATING SUPPORT 35,000

CALVIN UNIVERSITY

3201 BURTON ST SE
GRAND RAPIDS,MI495464301 		NONE PC PROJECT/PROGRAM SUPPORT 12,000

CATHOLIC CENTRAL HIGH SCHOOL

319 SHELDON BLVD SE
GRAND RAPIDS,MI49503 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

CATHOLIC CHARITIES WEST MICHIGAN

40 JEFFERSON AVE SE
GRAND RAPIDS,MI495034304 		NONE PC PROJECT/PROGRAM SUPPORT 20,000

CENTRAL MICHIGAN UNIVERSITY

1200 S FRANKLIN ST
MT PLEASANT,MI488592001 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

CHILDRENS HEALING CENTER

1530 FULTON STREET EAST
GRAND RAPIDS,MI49503 		NONE PC CAPITAL CAMPAIGN 125,000

COLLINS ELEMENTARY

4368 HEATHER LN SE
GRAND RAPIDS,MI49546 		NONE GOV GENERAL OPERATING SUPPORT 25,000

CONDUCTIVE LEARNING CENTER OF NORTH AMERICA

2401 CAMELOT CT SE STE J
GRAND RAPIDS,MI495466083 		NONE PC GENERAL OPERATING SUPPORT 60,000

COREWELL HEALTH FOUNDATION

100 MICHIGAN ST NE MC 999
GRAND RAPIDS,MI495032560 		NONE PC GENERAL OPERATING SUPPORT 25,000

CORNER HEALTH CENTER

47 N HURON ST
YPSILANTI,MI481972607 		NONE PC GENERAL OPERATING SUPPORT 25,000

CRITTER BARN

9275 ADAMS ST
ZEELAND,MI494649079 		NONE PC PROJECT/PROGRAM SUPPORT 233,333

DAVENPORT UNIVERSITY

6191 KRAFT AVE SE
GRAND RAPIDS,MI495129396 		NONE PC PROJECT/PROGRAM SUPPORT 4,000

DEPARTMENT OF NATURAL RESOURCES

530 W ALLEGAN STREET PO BOX 30028
LANSING,MI489097952 		NONE GOV GENERAL OPERATING SUPPORT 400,000

DETROIT HORSE POWER

8425 W MCNICHOLS RD
DETROIT,MI482212546 		NONE PC CAPITAL CAMPAIGN 400,000

DIATRIBE INC

PO BOX 2582
GRAND RAPIDS,MI495010000 		NONE PC GENERAL OPERATING SUPPORT 50,000

E4E RELIEF LLC

220 N TRYON ST
CHARLOTTE,NC282022137 		NONE PC PROJECT/PROGRAM SUPPORT 250,000

ELE'S PLACE

1145 W OAKLAND AVE
LANSING,MI489152000 		NONE PC PROJECT/PROGRAM SUPPORT 20,000

EMPOWERMENT PLAN

7640 KERCHEVAL ST
DETROIT,MI482142436 		NONE PC PROJECT/PROGRAM SUPPORT 110,000

EQUEST CENTER FOR THERAPEUTIC RIDING INC

3777 RECTOR AVE NE
ROCKFORD,MI493417914 		NONE PC CAPITAL CAMPAIGN 250,000

FAITH COMMUNITY CHRISTIAN ASSOCIATION

9614 FISK RD
BELDING,MI488099424 		NONE PC CAPITAL CAMPAIGN 20,000

FAITH HOSPICE

2100 RAYBROOK ST SE
GRAND RAPIDS,MI495467759 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

FAMILY PROMISE OF GRAND RAPIDS

516 CHERRY STREET SE
GRAND RAPIDS,MI495034899 		NONE PC CAPITAL CAMPAIGN 166,667

FERRIS STATE UNIVERSITY

420 OAK ST
BIG RAPIDS,MI493072000 		NONE PC SCHOLARSHIPS 110,000

FOUNDATION FOR THE CAROLINAS

220 N TRYON ST
CHARLOTTE,NC282022137 		NONE PC GENERAL OPERATING SUPPORT 50,000

GERALD R FORD FOUNDATION

303 PEARL ST NW
GRAND RAPIDS,MI495045343 		NONE PC GENERAL OPERATING SUPPORT 13,344

GRAND RAPIDS ART MUSEUM

101 MONROE CENTER ST NW
GRAND RAPIDS,MI495032801 		NONE PC PROJECT/PROGRAM SUPPORT 115,000

GRAND RAPIDS BALLET CO

341 ELLSWORTH AVE SW
GRAND RAPIDS,MI495034045 		NONE PC CAPITAL CAMPAIGN 50,000

GRAND RAPIDS SYMPHONY

300 OTTAWA AVE NW
GRAND RAPIDS,MI495032304 		NONE PC GENERAL OPERATING SUPPORT 225,000

GRAND VALLEY STATE UNIVERSITY

1 CAMPUS DR
ALLENDALE,MI494019401 		NONE PC GENERAL OPERATING SUPPORT 125,000

GRANDVILLE AVENUE ARTS AND HUMANITIES INC

644 GRANDVILLE AVENUE SW
GRAND RAPIDS,MI495034952 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

GUIDING LIGHT MISSION INC

255 DIVISION AVE S
GRAND RAPIDS,MI495034538 		NONE PC GENERAL OPERATING SUPPORT 25,000

HABITAT FOR HUMANITY LAKESHORE

12727 RILEY ST
HOLLAND,MI494249202 		NONE PC PROJECT/PROGRAM SUPPORT 250,000

HAWK MIGRATION ASSOCIATION OF NORTH AMERICA INC

7755 22 MILE ROAD 182316
SHELBY TOWNSHIP,MI483180000 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

HEART OF WEST MICHIGAN UNITED WAY

118 COMMERCE AVE SW
GRAND RAPIDS,MI495034106 		NONE PC PROJECT/PROGRAM SUPPORT 100,000

HOLLAND HISTORICAL TRUST

31 W 10TH ST
HOLLAND,MI494233101 		NONE PC PROJECT/PROGRAM SUPPORT 20,000

HOSPICE OF MICHIGAN INC

2366 OAK VALLEY DR
ANN ARBOR,MI481038944 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

I UNDERSTAND

PO BOX 822
ADA,MI493010822 		NONE PC PROJECT/PROGRAM SUPPORT 101,500

ICCF COMMUNITY HOMES

415 MARTIN LUTHER KING JR ST SE 10
GRAND RAPIDS,MI495071275 		NONE PC GENERAL OPERATING SUPPORT 55,000

KENT SCHOOL SERVICES NETWORK

1633 E BELTLINE AVE NE STE 205
GRAND RAPIDS,MI495257073 		NONE PC GENERAL OPERATING SUPPORT 25,000

LIBRARY OF MICHIGAN FOUNDATION

PO BOX 11027
LANSING,MI489011027 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

LITERACY CENTER OF WEST MICHIGAN

1120 MONROE AVE NW STE 240
GRAND RAPIDS,MI495031038 		NONE PC GENERAL OPERATING SUPPORT 66,666

MAKE-A-WISH FOUNDATION OF MICHIGAN

7600 GRAND RIVER RD STE 175
BRIGHTON,MI481147712 		NONE PC GENERAL OPERATING SUPPORT 200,000

MARY FREE BED REHABILITATION HOSPITAL FOUNDATION

235 WEALTHY ST SE
GRAND RAPIDS,MI495035247 		NONE PC CAPITAL CAMPAIGN 666,667

MARY FREE BED REHABILITATION HOSPITAL FOUNDATION

235 WEALTHY ST SE
GRAND RAPIDS,MI495035247 		NONE PC PROJECT/PROGRAM SUPPORT 166,667

MICHIGAN TRAIL FUND

1213 CENTER ST STE D
LANSING,MI489064436 		NONE PC CAPITAL CAMPAIGN 500,000

MID MICHIGAN HONOR FLIGHT INC

PO BOX 385
MECOSTA,MI493320385 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

MONTCALM COMMUNITY COLLEGE FOUNDATION

2800 COLLEGE DR
SIDNEY,MI488859723 		NONE PC CAPITAL CAMPAIGN 150,000

MUSKEGON MUSEUM OF ART FOUNDATION

296 W WEBSTER AVE
MUSKEGON,MI494401209 		NONE PC CAPITAL CAMPAIGN 75,000

NATIONAL CONSTITUTION CENTER

525 ARCH ST
PHILADELPHIA,PA191061514 		NONE PC GENERAL OPERATING SUPPORT 240,000

NATURE CONSERVANCY - MICHIGAN CHAPTER

101 EAST GRAND RIVER
LANSING,MI48906 		NONE PC GENERAL OPERATING SUPPORT 250,000

NORTH CENTRAL MICHIGAN COLLEGE FOUNDATION

1515 HOWARD ST
PETOSKEY,MI497708717 		NONE PC CAPITAL CAMPAIGN 100,000

ODC NETWORK

4214 56TH ST
HOLLAND,MI494239318 		NONE PC GENERAL OPERATING SUPPORT 50,000

OPERA GRAND RAPIDS

1320 FULTON ST E
GRAND RAPIDS,MI495033852 		NONE PC PROJECT/PROGRAM SUPPORT 40,000

OTTAWA COUNTY PARKS FOUNDATION INC

12220 FILLMORE ST
WEST OLIVE,MI494608986 		NONE PC CAPITAL CAMPAIGN 100,000

OUR HOPE ASSOCIATION

324 LYON ST NE
GRAND RAPIDS,MI495035607 		NONE PC CAPITAL CAMPAIGN 125,000

PAWS WITH A CAUSE

4646 DIVISION ST
WAYLAND,MI493489727 		NONE PC CAPITAL CAMPAIGN 200,000

REGENTS OF THE UNIVERSITY OF MICHIGAN

107 OAKES SE
GRAND RAPIDS,MI495044219 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

SAFE HAVEN MINISTRIES INC

2627 BIRCHCREST DR SE
GRAND RAPIDS,MI495065412 		NONE PC GENERAL OPERATING SUPPORT 30,000

SENIOR NEIGHBORS INC

678 FRONT AVE NW STE 205
GRAND RAPIDS,MI495045372 		NONE PC GENERAL OPERATING SUPPORT 10,000

SHELBY TOWNSHIP

204 N MICHIGAN AVE
SHELBY,MI49455 		NONE GOV CAPITAL CAMPAIGN 50,000

SPECIALIZED LANGUAGE DEVELOPMENT CENTER

5250 LOVERS LANE SUITE LL100
KALAMAZOO,MI490021580 		NONE PC PROJECT/PROGRAM SUPPORT 30,000

ST CECILIA MUSIC SOCIETY

24 RANSOM AVE NE
GRAND RAPIDS,MI495033217 		NONE PC GENERAL OPERATING SUPPORT 50,000

STEM GREENHOUSE INC

1420 BERKSHIRE DR SE
GRAND RAPIDS,MI495081421 		NONE PC CAPITAL CAMPAIGN 100,000

THE CENTER FOR US GLOBAL LEADERSHIP

1120 19TH ST NW STE 300
WASHINGTON,DC200363666 		NONE PC PROJECT/PROGRAM SUPPORT 100,000

THE DEBORAH HOUSEPROJECT

2317 KALAMAZOO AVE
GRAND RAPIDS,MI49507 		NONE PC GENERAL OPERATING SUPPORT 35,000

THE FERRIS FOUNDATION

420 OAK STREET PRAKKEN 101
BIG RAPIDS,MI493072000 		NONE PC CAPITAL CAMPAIGN 160,000

THE HENRY FORD

20900 OAKWOOD BOULEVARD
DEARBORN,MI48124 		NONE PC PROJECT/PROGRAM SUPPORT 250,000

THE NETHERLAND-AMERICA FOUNDATION

505 EIGHTH AVE SUITE 12A-05
NEW YORK,NY100186581 		NONE PC GENERAL OPERATING SUPPORT 10,000

THE OHIO STATE UNIVERSITY FOUNDATION

UNIVERSITY SQUARE NORTH 4TH FLOOR
14 E 15TH AVE
COLUMBUS,MI43201 		NONE PC SCHOLARSHIPS 300,000

THE REFUGEE EDUCATION CENTER

2130 ENTERPRISE STREET SOUTHEAST
KENTWOOD,MI49507 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

UMRC-PORTER HILLS FOUNDATION

1049 EAST PARIS AVE SE
GRAND RAPIDS,MI49546 		NONE PC GENERAL OPERATING SUPPORT 5,000

UNITED METHODIST COMMUNITY HOUSE

904 SHELDON AVE SE
GRAND RAPIDS,MI495071165 		NONE PC CAPITAL CAMPAIGN 100,000

VAN ANDEL RESEARCH INSTITUTE

333 BOSTWICK AVE NE
GRAND RAPIDS,MI495032518 		NONE PC PROJECT/PROGRAM SUPPORT 215,000

VILLAGE LEARNING CENTER INC

16115 MOREL LN
SAND LAKE,MI493438746 		NONE PC CAPITAL CAMPAIGN 50,000

VISION TO LEARN

12100 WILSHIRE BLVD STE 1275
LOS ANGELES,CA900257143 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

WEST MICHIGAN AVIATION ACADEMY FOUNDATION

5363 44TH ST SE
GRAND RAPIDS,MI495124093 		NONE PC GENERAL OPERATING SUPPORT 15,000

WEST MICHIGAN CENTER FOR ARTS AND TECHNOLOGY

614 FIRST STREET NW SUITE 300
GRAND RAPIDS,MI495045587 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

WEST MICHIGAN SYMPHONY THE BLOCK

360 W WESTERN AVE STE 200
MUSKEGON,MI494401268 		NONE PC GENERAL OPERATING SUPPORT 10,000

WILLARD G PIERCE AND JESSIE M PIERCE FOUNDATION

701 W CLOVERDALE RD
HASTINGS,MI490588360 		NONE POF PROJECT/PROGRAM SUPPORT 10,000

WORLD AFFAIRS COUNCIL OF WESTERN MICHIGAN

1700 FULTON ST E
GRAND RAPIDS,MI495061801 		NONE PC PROJECT/PROGRAM SUPPORT 35,000

YMCA OF GREATER GRAND RAPIDS

475 LAKE MICHIGAN DR NW
GRAND RAPIDS,MI495045600 		NONE PC CAPITAL CAMPAIGN 3,000,000
Total .................................right arrow 3a 12,031,844
bApproved for future payment

AMERICAN WRITERS MUSEUM FOUNDATION
180 NORTH MICHIGAN AVE
CHICAGO,IL60601 		NONE PC GENERAL OPERATING SUPPORT 450,000

AMPLIFY GR
1480 KALAMAZOO AVE SE
GRAND RAPIDS,MI495072112 		NONE PC CAPITAL CAMPAIGN 200,000

ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
456 CHERRY ST SE
GRAND RAPIDS,MI495034626 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

BLANDFORD NATURE CENTER
1715 HILLBURN AVE NW
GRAND RAPIDS,MI495042452 		NONE PC CAPITAL CAMPAIGN 325,000

BOY SCOUTS OF AMERICA - MICHIGAN CROSSROADS COUNCIL
3213 WALKER AVENUE
GRAND RAPIDS,MI49544 		NONE PC PROJECT/PROGRAM SUPPORT 100,000

CATHOLIC CENTRAL HIGH SCHOOL
319 SHELDON BLVD SE
GRAND RAPIDS,MI49503 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

CENTRAL MICHIGAN UNIVERSITY
1200 S FRANKLIN ST
MT PLEASANT,MI488592001 		NONE PC PROJECT/PROGRAM SUPPORT 10,000

CHILDRENS HEALING CENTER
1530 FULTON STREET EAST
GRAND RAPIDS,MI49503 		NONE PC CAPITAL CAMPAIGN 425,000

CONDUCTIVE LEARNING CENTER OF NORTH AMERICA
2401 CAMELOT CT SE STE J
GRAND RAPIDS,MI495466083 		NONE PC GENERAL OPERATING SUPPORT 180,000

CORNER HEALTH CENTER
47 N HURON ST
YPSILANTI,MI481972607 		NONE PC GENERAL OPERATING SUPPORT 75,000

DIATRIBE INC
PO BOX 2582
GRAND RAPIDS,MI495010000 		NONE PC GENERAL OPERATING SUPPORT 100,000

ELE'S PLACE
1145 W OAKLAND AVE
LANSING,MI489152000 		NONE PC PROJECT/PROGRAM SUPPORT 80,000

EMPOWERMENT PLAN
7640 KERCHEVAL ST
DETROIT,MI482142436 		NONE PC PROJECT/PROGRAM SUPPORT 220,000

FAMILY PROMISE OF GRAND RAPIDS
516 CHERRY STREET SE
GRAND RAPIDS,MI495034899 		NONE PC CAPITAL CAMPAIGN 166,667

FERRIS STATE UNIVERSITY
420 OAK STREET PRK 257
BIG RAPIDS,MI493072020 		NONE PC PROJECT/PROGRAM SUPPORT 200,000

FOUNDATION FOR THE CAROLINAS
220 N TRYON ST
CHARLOTTE,NC282022137 		NONE PC PROJECT/PROGRAM SUPPORT 250,000

GRAND RAPIDS ART MUSEUM
101 MONROE CENTER ST NW
GRAND RAPIDS,MI495032801 		NONE PC PROJECT/PROGRAM SUPPORT 165,000

GRAND RAPIDS CIVIC THEATRE INC
30 DIVISION AVE N
GRAND RAPIDS,MI495033101 		NONE PC GENERAL OPERATING SUPPORT 150,000

GRAND VALLEY STATE UNIVERSITY
1 CAMPUS DR
ALLENDALE,MI494019401 		NONE PC CAPITAL CAMPAIGN 400,000

GRANDVILLE AVENUE ARTS AND HUMANITIES INC
644 GRANDVILLE AVENUE SW
GRAND RAPIDS,MI495034952 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

HAWK MIGRATION ASSOCIATION OF NORTH AMERICA INC
7755 22 MILE ROAD 182316
SHELBY TOWNSHIP,MI483180000 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

HEART OF WEST MICHIGAN UNITED WAY
118 COMMERCE AVE SW
GRAND RAPIDS,MI495034106 		NONE PC PROJECT/PROGRAM SUPPORT 100,000

HISTORICAL SOCIETY OF MICHIGAN
7435 WESTSHIRE DR
LANSING,MI489178660 		NONE PC PROJECT/PROGRAM SUPPORT 140,000

HOME REPAIR SERVICES
1100 DIVISION AVE S
GRAND RAPIDS,MI495071024 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

ICCF COMMUNITY HOMES
415 MARTIN LUTHER KING JR ST SE 10
GRAND RAPIDS,MI495071275 		NONE PC GENERAL OPERATING SUPPORT 55,000

INSTRUMENTS OF HOPE
PO BOX 140761
GRAND RAPIDS,MI495140000 		NONE PC CAPITAL CAMPAIGN 5,000

KENT SCHOOL SERVICES NETWORK
1633 E BELTLINE AVE NE STE 205
GRAND RAPIDS,MI495257073 		NONE PC GENERAL OPERATING SUPPORT 50,000

LIBRARY OF MICHIGAN FOUNDATION
PO BOX 11027
LANSING,MI489011027 		NONE PC OTHER 10,000

LITERACY CENTER OF WEST MICHIGAN
1120 MONROE AVE NW STE 240
GRAND RAPIDS,MI495031038 		NONE PC GENERAL OPERATING SUPPORT 133,333

MAKE-A-WISH FOUNDATION OF MICHIGAN
7600 GRAND RIVER RD STE 175
BRIGHTON,MI481147712 		NONE PC GENERAL OPERATING SUPPORT 200,000

MARY FREE BED REHABILITATION HOSPITAL FOUNDATION
235 WEALTHY ST SE
GRAND RAPIDS,MI495035247 		NONE PC CAPITAL CAMPAIGN 1,333,333

MICHIGAN PHYSICAL FITNESS HEALTH AND SPORTS FOUNDATION
PO BOX 27187
LANSING,MI48909 		NONE PC CAPITAL CAMPAIGN 500,000

MICHIGAN TRAIL FUND
1213 CENTER ST STE D
LANSING,MI489064436 		NONE PC CAPITAL CAMPAIGN 1,500,000

MUSKEGON MUSEUM OF ART FOUNDATION
296 W WEBSTER AVE
MUSKEGON,MI494401209 		NONE PC PROJECT/PROGRAM SUPPORT 100,000

NATIONAL CONSTITUTION CENTER
525 ARCH ST
PHILADELPHIA,PA191061514 		NONE PC GENERAL OPERATING SUPPORT 240,000

NATIONAL KIDNEY FOUNDATION INC
1169 OAK VALLEY DR
ANN ARBOR,MI481089674 		NONE PC PROJECT/PROGRAM SUPPORT 200,000

NATURE CONSERVANCY - MICHIGAN CHAPTER
101 EAST GRAND RIVER
LANSING,MI48906 		NONE PC GENERAL OPERATING SUPPORT 250,000

OTTAWA COUNTY PARKS FOUNDATION INC
12220 FILLMORE ST
WEST OLIVE,MI494608986 		NONE PC CAPITAL CAMPAIGN 100,000

OUR HOPE ASSOCIATION
324 LYON ST NE
GRAND RAPIDS,MI495035607 		NONE PC CAPITAL CAMPAIGN 125,000

REGENTS OF THE UNIVERSITY OF MICHIGAN
107 OAKES SE
GRAND RAPIDS,MI495044219 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

ST CECILIA MUSIC SOCIETY
24 RANSOM AVE NE
GRAND RAPIDS,MI495033217 		NONE PC GENERAL OPERATING SUPPORT 100,000

SUDANESE GRACE EPISCOPAL CHURCH
1550 OSWEGO STREET NW GRAND
RAPIDS,MI49504 		NONE PC GENERAL OPERATING SUPPORT 25,000

THE ALS ASSOCIATION
1919 UNIVERSITY AVE
ST PAUL,MN55104 		NONE PC PROJECT/PROGRAM SUPPORT 5,000

THE CENTER FOR US GLOBAL LEADERSHIP
1120 19TH ST NW STE 300
WASHINGTON,DC200363666 		NONE PC PROJECT/PROGRAM SUPPORT 100,000

THE FERRIS FOUNDATION
420 OAK STREET PRAKKEN 101
BIG RAPIDS,MI493072000 		NONE PC CAPITAL CAMPAIGN 700,000

THE OHIO STATE UNIVERSITY FOUNDATION
UNIVERSITY SQUARE NORTH 4TH FLOOR
14 E 15TH AVE
COLUMBUS,OH43201 		NONE PC SCHOLARSHIPS 900,000

THE REFUGEE EDUCATION CENTER
2130 ENTERPRISE STREET SOUTHEAST
KENTWOOD,MI49507 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

UMRC-PORTER HILLS FOUNDATION
1049 EAST PARIS AVE SE
GRAND RAPIDS,MI49546 		NONE PC GENERAL OPERATING SUPPORT 64,264

UNITED METHODIST COMMUNITY HOUSE
904 SHELDON AVE SE
GRAND RAPIDS,MI495071165 		NONE PC CAPITAL CAMPAIGN 200,000

VAN ANDEL RESEARCH INSTITUTE
333 BOSTWICK AVE NE
GRAND RAPIDS,MI495032518 		NONE PC PROJECT/PROGRAM SUPPORT 805,000

VISION TO LEARN
12100 WILSHIRE BLVD
LOS ANGELES,CA90025 		NONE PC PROJECT/PROGRAM SUPPORT 25,000

WEST MICHIGAN AVIATION ACADEMY FOUNDATION
5363 44TH STREET SE
GRAND RAPIDS,MI49512 		NONE PC GENERAL OPERATING SUPPORT 16,000

WEST MICHIGAN CENTER FOR ARTS AND TECHNOLOGY
614 FIRST STREET NW SUITE 300
GRAND RAPIDS,MI495045587 		NONE PC PROJECT/PROGRAM SUPPORT 50,000

WEST MICHIGAN HORTICULTURAL SOCIETY INC
1000 E BELTLINE AVE NE
GRAND RAPIDS,MI495255804 		NONE PC PROJECT/PROGRAM SUPPORT 117,000

WORLD AFFAIRS COUNCIL OF WESTERN MICHIGAN
1700 FULTON ST E
GRAND RAPIDS,MI495061801 		NONE PC PROJECT/PROGRAM SUPPORT 70,000

WEST MICHIGAN SYMPHONY THE BLOCK
360 W WESTERN AVE STE 200
MUSKEGON,MI494401268 		NONE PC PROJECT/PROGRAM SUPPORT 20,000
Total ................................. right arrow 3b 12,010,597
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
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14    
4 Dividends and interest from securities ....     14 606,416  
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 .....     14 6,289  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -1,289,844  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -677,139 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-677,139
(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:  
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
2023
Name of the organization
THE MEIJER FOUNDATION
 
Employer identification number

38-6575227
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
THE MEIJER FOUNDATION
  		Employer identification number
38-6575227
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
FREDERIK GH MEIJER QTIP TRUST VIA LENA ES MEIJER ESTATE
 
2929 WALKER NW
 
GRAND RAPIDS, MI49544

$ 6,175,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
MEIJER COMPANIES LIMITED
 
2929 WALKER NW
 
GRAND RAPIDS, MI49544

$ 15,000,000


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

38-6575227
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
 EQUITIES $ 6,175,000 2023-01-25
(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
THE MEIJER FOUNDATION
  		Employer identification number

38-6575227
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 AccountingFeesSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 19,746 9,379   9,379

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
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 G PIERCE AND JESSIE M PIERCE FOUNDATION
  		701 W CLOVERDALE RD
HASTINGS,MI490588360 		2023-08-10 10,000 SUPPORT FOR SUMMER UNDERGRADUATE RESEARCH PROGRAM FOR ARTISTS AND WRITERS 10,000   9/5/23 2023-09-05  

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Name of Bond End of Year Book Value End of Year Fair Market Value
PVTPL COMMONWEALTH BK AUSTRALIA FLTG 6-15-2026 199,416 199,416
WESTPAC BKG CORP 2.35% DUE 2-19-2025 486,259 486,259
BNP PARIBAS SR NON VAR RT 2.819% DUE 11-19-2025 462,890 462,890
PVTPL BMW US CAP LLC 1.25% DUE 8-12-2026 114,615 114,615
MITSUBISHI UFJ .953% DUE 7-19-2025 194,887 194,887
NOMURA HLDGS INC 1.653% DUE 7-14-2026 182,916 182,916
RABOBANK NEDERLAND NEW YORK BRANCH FLTG RT DUE 1-12-2024 700,024 700,024
PVTPL ROCHE HLDGS INC NT 144A 3% DUE 11-10-2025 777,761 777,761
UBS AG LONDON BRH NT 144A .7% 8-9-2024 194,458 194,458
NATWEST MKTS PLC SR NT 144A 1.6% 9-29-2026 456,558 456,558
UNILEVER CAP CORP .626% DUE 8-12-2024 97,095 97,095
AIR LEASE CORP MED .8% DUE 8-18-2024 48,461 48,461
BANK AMER CORP SR NT FXD/FLTG .523% 6-14-2024 499,293 499,293
BLACK HILLS CORP 1.037% DUE 8-23-2024 106,747 106,747
COMCAST CORP NEW FLTG RT .87129% DUE 4-15-2024 500,820 500,820
CUMMINS INC .75% DUE 9-1-2025 375,093 375,093
DELTA AIR LINES INC DEL 2.9% DUE 10-28-2024 38,935 38,935
FIFTH THIRD BANCORP 2.375% DUE 1-8-2025 290,095 290,095
GA GLOBAL FDG TR VAR RT .549377% DUE 9-13-2024 198,671 198,671
GENERAL MOTORS FINL CO BNDS 3.5% 11-7-2024 68,706 68,706
JPMORGAN CHASE & CO 2.083% DUE 4-22-2026 33,530 33,530
KIMBERLY-CLARK 3.05% DUE 8-15-2025 682,009 682,009
LEO BETHEL PL LLC FLTG RT 5.46% DUE 12-01-2062 2,505,000 2,505,000
MICROSOFT CORP 3.125% DUE 11-03-2025 34,173 34,173
MORGAN STANLEY 4% DUE 7-23-2025 512,581 512,581
PROCTER & GAMBLE 2.7% DUE 2-2-2026 497,711 497,711
PVTPL MASSMUTUAL GLOBAL FDG II DUE 4-12-2024 200,054 200,054
PVTPL BRIGHTHOUSE FINL GLOBAL FDG MEDIUMTERM .77% DUE 4-12-2024 234,518 234,518
PVTPL NESTLE HLDGS INC .606% 9-14-2024 193,564 193,564
REP SERVICES INC FIXED 2.5% DUE 8-15-2024 245,239 245,239
ROPER TECHNOLOGIES FIXED 2.35% DUE 9-15-2024 487,685 487,685
SYNCHRONY FINL 4.25 DUE 8-15-2024 168,122 168,122
TEXAS INSTRS INC 1.125% 9-15-2026 64,312 64,312
WAL-MART STORES 3.3 DUE 4-22-2024 377,478 377,478
WALMART INC 1.05% DUE 9-17-2026 36,775 36,775
WASTE MGMT INC DEL .75% DUE 11-15-2025 603,910 603,910
WELLS FARGO & COMPANY 2.164% 2-11-2026 38,501 38,501
WESTERN UN CO 2.85% DUE 1-10-2025 583,055 583,055
3M CO 2.65% DUE 4-15-2025 484,403 484,403
MFO BAIRD FDS INC AGGREGATE BD FD INSTL CL SHS 6,693,036 6,693,036
MFO LOOMIS SAYLES INVT TR FXD INC FD 5,106,970 5,106,970
PVTPL GOLDEN CR CARD TR 21-1A CL A 1.14% DUE 8-15-2028 182,421 182,421
CAPITAL ONE MULTI-ASSET EXECUTION TR 2021-A1 .55% DUE 7-15-2026 827,960 827,960

TY 2023 InvestmentsCorpStockSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Name of Stock End of Year Book Value End of Year Fair Market Value
ERSTE GROUP BANK AG NPV 128,700 128,700
BROOKFIELD ASSET LIMITED VTG SHARES CLASS A 261,961 261,961
CAMECO CORP COM NPV 224,257 224,257
MAGNA INTL INC COM NPV 151,225 151,225
RB GLOBAL INC COM NPV 110,703 110,703
AMUNDI EUR2.5 121,803 121,803
LVMH MOET HENNESSY LOUIS VUITTON SE EUR0.30 200,972 200,972
MICHELIN (CGDE) EUR2 172,544 172,544
SAFRAN SA EUR0.20 187,069 187,069
TOTALENERGIES SE 181,344 181,344
MUENCHENER RUECKVE NPV 259,386 259,386
NEMETSCHEK SE ORD NPV 199,134 199,134
SYMRISE AG NPV (BR) 125,807 125,807
AIA GROUP LTD NPV 120,264 120,264
ITURAN LOCATION & CONTROL ILS0.333 13,048 13,048
KORNIT DIGITAL LTD COMMON STOCK 20,348 20,348
DAIKIN INDUSRIES NPV 163,037 163,037
FANUC CORP NPV 120,604 120,604
KDDI CORP NPV 155,919 155,919
KUBOTA CORP NPV 96,354 96,354
NIDEC CORPORATION NPV 61,402 61,402
OTSUKA HOLDINGS CO LTD 105,045 105,045
PAN PACIFIC INTERNATIONAL HOLDINGS CORP 224,298 224,298
SONY CORP NPV 247,312 247,312
AKZO NOBEL NV EUR0.50 (POST REV SPLIT) 134,802 134,802
DSM FIRMENICH AG EUR0.01 114,636 114,636
HEINEKEN NV EUR1.6 158,233 158,233
COCA-COLA EUROPEAN PARTNERS PLC ORD 185,003 185,003
CREDICORP LTD COM STK 169,421 169,421
DBS GROUP HLDGS NPV 172,230 172,230
ASSA ABLOY SER'V'NPV (POST SPLIT) 138,613 138,613
ALCON INC 175,321 175,321
NOVARTIS AG CHF0.50 (REGD) 142,383 142,383
UNILEVER PLC ORD 121,741 121,741
ASHTEAD GROUP ORD GBP0.10 241,824 241,824
EXPERIAN ORD USD0.10 160,542 160,542
GSK PLC ORD GBP0.3125 128,892 128,892
HALEON PLC ORD GBP0.01 173,164 173,164
RENTOKIL INITIAL ORD GVP0.01 130,811 130,811
ACCENTURE PLC SHS CL A NEW 328,101 328,101
ACI WORLDWIDE INC COM STK 103,153 103,153
ACV AUCTIONS INC CL A CL A 35,603 35,603
ADVANCE AUTO PTS INC COM 28,013 28,013
AIR TRANS SVCS GROUP INC COM STK 132,744 132,744
ALARM COM HLDGS INC COM 60,614 60,614
ALIGHT INC CL A 76,966 76,966
ALIGN TECHNOLOGY INC COM 76,172 76,172
AMN HEALTHCARE SVCS INC COM 29,203 29,203
ANSYS INC COM 173,820 173,820
ARGAN INC COM 53,153 53,153
ARMSTRONG WORLD INDS INC NEW COM STK 113,264 113,264
ARROW ELECTR INC COM 26,895 26,895
ATKORE INTL GROUP INC COM 182,240 182,240
AXIS CAPITAL HOLDINGS LTD COM 85,270 85,270
BAUSCH AND LOMB CORP 59,335 59,335
BIO-TECHNE CORP COM 111,110 111,110
BJS WHSL CLUB HLDGS INC COM 184,982 184,982
BLACKLINE INC COM 57,882 57,882
CABLE ONE INC COM 28,386 28,386
CANNAE HLDGS INC COM 104,379 104,379
CCC INTELLIGENT SOLUTIONS HLDG INC COM 48,442 48,442
CERTARA INC COM 40,246 40,246
CHARLES RIV LABORATORIES INTL INC COM 84,631 84,631
CHESAPEAKE ENERGY CORP 21,389 21,389
CLARIVATE PLC 82,858 82,858
CNA FNCL CORP COM 55,976 55,976
COGNEX CORP COM 53,302 53,302
COMPUTER PROGRAMS & SYS INC COM 14,627 14,627
CORECIVIC INC COM 124,202 124,202
COSTAR GROUP INC COM 159,487 159,487
DELEK US HLDGS INC NEW CM 71,466 71,466
DOUBLEVERIFY HLDGS INC COM 73,339 73,339
DUN & BRADSTREET HLDGS INC COM 67,837 67,837
EMBECTA CORPORATION COM USD0.01 61,598 61,598
ENSIGN GROUP INC COM STK 83,821 83,821
ENTEGRIS INC COM 66,740 66,740
ENVISTA HLDGS CORP COM 50,767 50,767
EPLUS INC COM 123,832 123,832
EVERTEC INC COM 76,885 76,885
EXPONENT INC COM STK 64,445 64,445
FASTENAL CO COM 151,691 151,691
FIVE BELOW INC COM USD0.01 161,575 161,575
FIDELITY NATL FINL INC NEW FORMERLY 41,173 41,173
FIVE9 INC COM 38,873 38,873
FLOOR & DECOR HLDGS INC CL A 97,169 97,169
FORWARD AIR CORP COM 25,337 25,337
FRESHPET INC COM 42,859 42,859
FS KKR CAP CORP COM NEW 54,019 54,019
GENWORTH FINL INC COM CL A 114,101 114,101
GLOBANT SA USD1.20 177,771 177,771
GODADDY INC CL A CL A 85,140 85,140
GRAND CANYON ED INC COM STK 136,397 136,397
GRID DYNAMICS HOLDINGS INC COM 38,150 38,150
GUIDEWIRE SOFTWARE INC COM USD0.0001 92,902 92,902
HEICO CORP NEW COM 171,179 171,179
HF SINCLAIR CORPORATION COM USD0.01 59,238 59,238
INGLES MKTS INC CL A 72,292 72,292
JACK HENRY & ASSOC INC COM 44,121 44,121
KINSALE CAP GROUP INC COM 42,868 42,868
LITHIA MTRS INC COM CL A 32,269 32,269
LKQ CORP COM LKQ CORP 195,127 195,127
MCGRATH RENTCORP COM 77,394 77,394
MDU RES GROUP INC COM 54,153 54,153
MEDPACE HLDGS INC COM 73,261 73,261
MOLSON COORS BEVERAGE CO COM USD0.01 CLASS B 50,682 50,682
MSC INDL DIRECT INC CL A COM 31,492 31,492
MURPHY USA INC COM 131,571 131,571
NCR ATLEOS CORPORATION COM USD0.01 40,079 40,079
NCR VOYIX CORP COM STK USD0.01 55,820 55,820
NEOGEN CORP COM 37,606 37,606
NEWMARK GROUP INC CL A CL A 46,043 46,043
NMI HLDGS INC CL A CL A 50,901 50,901
NORTHWESTERN ENERGY GROUP INC 92,518 92,518
OPTION CARE HEALTH INC COM NEW COM 44,976 44,976
OVINTIV INC COM USD0.01 20,730 20,730
PATTERSON COS INC COM 49,674 49,674
PAYCOM SOFTWARE INC COM 87,649 87,649
PAYLOCITY HLDG CORP COM 93,635 93,635
PERMIAN RES CORP CL A 102,802 102,802
PNM RES INC COM 51,002 51,002
POLARIS INC 46,058 46,058
PREMIER INC CL A CL A 14,266 14,266
PRIVIA HEALTH GROUP INC COM 46,129 46,129
PROGYNY INC COM 53,874 53,874
RADIAN GROUP INC COM 65,893 65,893
REPLIGEN CORP COM STK USD0.01 62,391 62,391
ROLLINS INC COM 93,759 93,759
SM ENERGY CO COM 55,950 55,950
SOUTHWEST GAS HLDGS INC COM 73,359 73,359
SP PLUS CORP COM 79,079 79,079
SPS COMM INC COM 81,800 81,800
SQUARESPACE INC CL A CL A 52,816 52,816
SUMMIT MATLS INC CL A CLA 50,729 50,729
TD SYNNEX CORPORATION COM USD0.001 157,111 157,111
TOAST INC COM USD0.000001 46,928 46,928
TRIMAS CORP COM NEW COM NEW 26,394 26,394
TRIPADVISOR INC COM USD0.001 88,187 88,187
TYLER TECHNOLOGIES INC COM STK 150,523 150,523
UNIFIRST CORP MASS COM 156,937 156,937
VERISK ANALYTICS INC 53,266 53,266
VIAD CORP COM NEW 77,106 77,106
VISTRA CORP COM 178,386 178,386
VONTIER CORP COM USD0.0001 104,721 104,721
WATSCO INC COM 89,979 89,979
WESCO INTL INC COM 113,718 113,718
WEST PHARMACEUTICAL SVCS INC COM 143,665 143,665
WEX INC COM 153,111 153,111
WHITE MOUNTAINS INSURANCE CROUP COM STOCK 192,641 192,641
WORKIVA INC COM CL A COM CL A 113,917 113,917
WORLD KINECT CORPORATION COM USD0.01 29,455 29,455
YELP INC COM 63,578 63,578
ZOOMINFO TECHNOLOGIES INC COM USD0.01 22,687 22,687
MFO UBS FDS EMERGING MKTS EQUITY OPPTY FD CL P2 6,262,312 6,262,312
CF LINDSELL TRAIN GLOBAL EQUITY LLC 7,851,247 7,851,247
MFO BROWN ADVISORY FDS ADVISORY GROWTH EQTY FD INV SHS 2,233,348 2,233,348
MFO FIDELITY SALEM STREET TRUST LRG CP IDX INS 7,769,592 7,769,592
MFOFIDELITY 500 INDEX-INST PREM 18,394,104 18,394,104
MFC ISHARES INC MSCI SOUTH KOREA ETF 141,809 141,809

TY 2023 InvestmentsGovtObligationsSch
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
US Government Securities - End of Year Book Value:

9,599,130
US Government Securities - End of Year Fair Market Value:

9,599,130
State & Local Government Securities - End of Year Book Value:


1,145,228
State & Local Government Securities - End of Year Fair Market Value:


1,145,228


TY 2023 LegalFeesSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 42,108 13,431   28,677


TY 2023 OtherAssetsSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
K-1: ABLATIVE SOLUTIONS INC. 20,000 20,956 20,956
K-1: BDT CAPITAL PARTNERS I-A 1,523,044 4,291,473 4,291,473
K-1: BDT CAPITAL PARTNERS II 4,782,926 7,819,299 7,819,299
K-1: DOVER STREET XI FEEDER FUND L.P. 0 680,000 680,000
K-1: FIAM TACTICAL BOND LP 0 3,433,976 3,433,976
K-1: GA CHANGE DYNAMIX SPECIAL PURPOSE ENTITY, LLC 15,150 15,150 15,150
K-1: GLOBAL EQUITY LONG-ONLY FUND LP 0 8,322,017 8,322,017
K-1: GPEO III FTE, LTD. 942,701 0 0
K-1: GQC PARTNERS GLOBAL EQUITY FUND 6,000,000 7,159,181 7,159,181
K-1: GRAND ANGELS CO-INVESTMENT 15,000 15,000 15,000
K-1: GRAND ANGELS VENTURE FUND II LLC 183,917 80,903 80,903
K-1: GRAND ANGELS VENTURE FUND III LLC 410,000 457,113 457,113
K-1: HARDMAN JOHNSTON INTERNATIONAL EQUITY FUND II, LP 5,350,000 5,663,251 5,663,251
K-1: HOPEN LIFE SCIENCE FUND 1,927,000 372,747 372,747
K-1: LEVINE LEICHTMAN CAPITAL PARTNERS VII-A, L.P. 0 16,014 16,014
K-1: MICHIGAN CAPITAL NETWORK VENTURE FD IV 125,000 101,871 101,871
K-1: NEW COMMUNITY TRANSFORMATION FUND 125,000 89,837 89,837
K-1: PERENNIAL REAL ESTATE FUND 482,412 45,604 45,604
K-1: PLYMOUTH GROWTH PARTNERS V (QP) 250,000 369,598 369,598
K-1: PLYMOUTH VENTURE PARTNERS 384,659 606,411 606,411
K-1: POLUNIN EMERGING MARKETS SMALL CAP FUND 2,713,116 3,590,584 3,590,584
K-1: STATE STREET 3-10 YEAR US TREASURY INDEX 0 10,505,162 10,505,162
K-1: STATE STREET MSCI 100% HEDGED TO USD INDEX 0 5,715,542 5,715,542
K-1: STATE STREET REAL ASSET NON-LEADING COMMON TRUST FUND 0 6,372,727 6,372,727
PORTFOLIO ADVISORS SECONDARY 1,209,432 132,344 132,344
ACCRUALS -2,993,499 -5,887 -5,887


TY 2023 OtherExpensesSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 10,854 0   10,854
MARKETING AND PRINTING 13,450 0   13,450
SOFTWARE AND TECHNOLOGY 6,929 5,000   1,779
BANK FEES 24,125 18,000   6,125
MEALS AND ENTERTAINMENT 997 33   963
TRAVEL EXPENSES 3,808 1,590   2,219
PROFESSIONAL DEVELOPMENT 3,364 0   3,362
MISCELLANEOUS EXPENSE 970 0   1,120


TY 2023 OtherIncomeSchedule2
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM K-1: BDT CAPITAL PARTNERS FUND I-A 0 -40,905 0
FROM K-1: BDT CAPITAL PARTNERS FUND II (TE) 0 -102,306 0
FROM K-1: FIAM TACTICAL BOND FUND, LP 0 931 0
FROM K-1: GA VENTURE FUND II, LLC 0 -3,197 0
FROM K-1: GA VENTURE FUND III, LLC 0 -17,657 0
FROM K-1: GLOBAL EQUITY LONG-ONLY FUND, LP 0 -215,475 0
FROM K-1: GQG PARTNERS GLOBAL EQUITY FUND 0 -43,302 0
FROM K-1: HARDMAN JOHNSTON INTERNATIONAL EQUITY FUND II LP 0 -44,619 0
FROM K-1: HOPEN LIFE SCIENCE FUND II 0 -7,882 0
FROM K-1: MERIWELL FUND LP 0 -1 0
FROM K-1: MICHIGAN CAPITAL NETWORK VENTURE FUND I 0 -19,375 0
FROM K-1: NEW COMMUNITY TRANSFORMATION FUND 0 -10,586 0
FROM K-1: PERENNIAL REAL ESTATE FUND, LP 0 -7,033 0
FROM K-1: PLYMOUTH VENTURE PARTNERS III, LP 0 -6,486 0
FROM K-1: PLYMOUTH GROWTH PARTNERS V (QP) LP 0 -25,801 0
FROM K-1: POLUNIN EMERGING MARKETS SMALL CAP FUND, LLC 0 -30,809 0
FROM K-1: STATE STREET 3-10 YEAR US TREASURY INDEX 0 -1,063 0
FROM K-1: STATE STREET MSCI 100% HEDGED TO USD INDEX 0 34,377 0
OTHER INCOME - NORTHERN TRUST 6,289 1,785 6,289
OTHER INCOME - 988 TRANSACTION GAIN 0 206 0
FROM K-1: LEVINE LEICHTMAN CAPITAL PARTNERS VII-A LP 0 -16,014 0
FROM K-1: RENAISSANCE VENTURE CAPITAL FUND V LP 0 -5,050 0
FROM K-1: STATE STREET REAL ASSET NON-LENDING COMMON TRUST FUND 0 -982 0


TY 2023 OtherIncreasesSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Description Amount
BOOK TO TAX ADJUSTMENT 14,980,941


TY 2023 OtherProfessionalFeesSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES - NORTHERN TRUST 0 548,211   0
INVESTMENT MANAGEMENT FEES - GREENVILE ASSET MANAGEMENT 250,000 250,000   0
CONSULTING FEES 52,500 27,500   25,000
PROGRAM MANAGEMENT FEES 643,202 0   643,202