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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
MICHIGAN FOUNDATION FOR VISION AWARENESS
 
Number and street (or P.O. box number if mail is not delivered to street address)19320 GOLFVIEW DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIG RAPIDS, MI49307
A Employer identification number

38-3076098
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$2,362,806J 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) 1,622
2 Check right arrow.............
3 Interest on savings and temporary cash investments 18,205 16,028  
4 Dividends and interest from securities... 64,752 64,752  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 168,012
b Gross sales price for all assets on line 6a 2,973,499
7 Capital gain net income (from Part IV, line 2)... 168,012
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
12,090 25 12,065
12 Total. Add lines 1 through 11........ 264,681 248,817 12,065
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
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
5,017 0 0 5,017
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,700 18,850 12,065 6,785
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
12,067 12,067 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,257 0 0 8,257
22 Printing and publications.......... 690 0 0 690
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,094 0 0 8,094
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,825 30,917 12,065 28,843
25 Contributions, gifts, grants paid....... 212,549 212,549
26 Total expenses and disbursements. Add lines 24 and 25 284,374 30,917 12,065 241,392
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -19,693
b Net investment income (if negative, enter -0-) 217,900
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 15,193 10,893 10,893
2 Savings and temporary cash investments......... 139,084 81,519 81,519
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) 200,838 Click to see attachment
List of Attached Documents:
// Content
63,271 		61,747
b Investments—corporate stock (attach schedule)....... 2,510,141 Click to see attachment
List of Attached Documents:
// Content
1,389,024 		1,609,046
c Investments—corporate bonds (attach schedule)....... 863,668 Click to see attachment
List of Attached Documents:
// Content
522,603 		503,417
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 165,935 Click to see attachment
List of Attached Documents:
// Content
93,787 		96,184
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,894,859 2,161,097 2,362,806
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,894,859 2,161,097
29 Total net assets or fund balances (see instructions)..... 3,894,859 2,161,097
30 Total liabilities and net assets/fund balances (see instructions). 3,894,859 2,161,097
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
3,894,859
2
Enter amount from Part I, line 27a .....................
2
-19,693
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,875,166
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,714,069
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,161,097
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SEE FIFTH THIRD INVESTMENT STATEMENT P 2024-01-01 2024-12-31
b SEE FIFTH THIRD INVESTMENT STATEMENT P 2021-01-01 2024-12-31
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 1,929,913   1,881,128 48,785
b 1,043,586   924,359 119,227
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       48,785
b       119,227
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 2 168,012
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 3,029
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 3,029
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 3,029
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 50
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,079
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowWWW.THEMFVA.ORG
14
The books are in care ofright arrowMICAH TAYLOR Telephone no.right arrow (573) 281-8969

Located atright arrow19320 GOLFVIEW DRIVEBIG RAPIDSMI ZIP+4right arrow49307
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
CYNTHIA GENEVA PRESIDENT
10.00 		0 0 0
15506 160TH AVE
GRAND HAVEN,MI49417
MICAH TAYLOR TREASURER
10.00 		0 0 0
19320 GOLFVIEW DRIVE
BIG RAPIDS,MI49307
SARA WEIDEMAYER SECRETARY
4.00 		0 0 0
8738 NEAL ROAD
MANCHESTER,MI48158
MITCHELL DOBRZELEWSKI VICE PRESIDENT, TRUSTEE - GRANTS
4.00 		0 0 0
12900 S US HIGHWAY 27
DEWITT,MI48820
JULIA HOLMES TRUSTEE - SCHOLARSHIPS
4.00 		0 0 0
3284 SARATOGA SPRINGS DRIVE
MOUNT PLEASANT,MI48858
JULIE MCMULLEN TRUSTEE
1.00 		0 0 0
5532 EAST CD AVENUE
KALAMAZOO,MI49004
BRICE EDMONDS TRUSTEE
1.00 		0 0 0
12105 BOLDREY DRIVE
FENTON,MI48430
SARAH SHARRARD-BOUGHTON TRUSTEE
2.00 		0 0 0
8 WIDGEON WAY
HEMLOCK,MI48626
SULMAN HANS GRANTS TRUSTEE
1.00 		0 0 0
6166 ELARZ DRIVE
TROY,MI48085
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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............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 (2024)
Form 990-PF (2024)
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
3,010,504
b
Average of monthly cash balances.......................
1b
122,577
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,133,081
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
3,133,081
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
46,996
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,086,085
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
154,304
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
154,304
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,029
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,029
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
151,275
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
151,275
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
151,275
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
241,392
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
241,392
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 151,275
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 118,066
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 241,392
a Applied to 2023, but not more than line 2a 118,066
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 2024 distributable amount..... 123,326
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 0
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		27,949
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE ORGANIZATION
19320 GOLFVIEW DRIVE
BIG RAPIDS,MI49307
(573) 281-8969
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICATIONS MUST BE SUBMITTED VIA APPLICATION AVAILABLE AT WWW.THEMVFA.ORG.
cAny submission deadlines:
SCHOLARSHIPS - MAY 1; GRANTS - MARCH 1 AND SEPTEMBER 1.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS AND SCHOLARSHIPS ARE AWARDED ONLY FOR THE FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSE AND SUPPORT MICHIGAN EDUCATION OR AWARENESS. NO AWARDS ARE GIVEN FOR PAYMENT OF LODGING, MEALS, OR SALARIES. AWARDS AFTER JUNE 2022 WILL ONLY BE PAID TO SECTION 501(C)(3) ORGANIZATIONS IN GOOD STANDING FOR THE CURRENT FISCAL YEAR.
Form 990-PF (2024)
Form 990-PF (2024)
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

ASSOCIATION FOR THE BLIND

456 CHERRY STREET SE
GRAND RAPIDS,MI49503 		  PC OPTOMETRY EQUIPMENT 3,562

MICHIGAN COLLEGE OF OPTOMETRY

1124 S STATE ST
BIG RAPIDS,MI49307 		  EO RESEARCH, AWARENESS 4,443

MICHIGAN COLLEGE OF OPTOMETRY - SVOSH

1124 S STATE ST
BIG RAPIDS,MI49307 		  EO TRAVEL FUNDING FOR VISION SERVICES 16,880

GREAT LAKES BAY HEALTH CENTERS

501 LAPEER
SAGINAW,MI48607 		  PC OPTOMETRY EQUIPMENT 49,231

EXALTA HEALTH

2060 S DIVISION AVE
GRAND RAPIDS,MI49507 		  PC OPTOMETRY EQUIPMENT 35,783

ST LUKE NEW LIFE CENTER FREE EYE CLINIC

6315 STONEGATE PKWY
FLINT,MI48532 		  PC OPTOMETRY EQUIPMENT 8,220

GARY BURNSTEIN CLINIC

45580 WOODWARD AVE
PONTIAC,MI48341 		  PC OPTOMETRY EQUIPMENT 15,995

UD MERCY SCHOOL OF OPTOMETRY

41555 W 12 MILE RD
NOVI,MI48377 		  EO RESEARCH 32,125

MALTA DENTAL AND MEDICAL CLINIC

8642 WOODWARD AVE
DETROIT,MI48202 		  PC OPTOMETRY EQUIPMENT 16,310

MICHIGAN COLLEGE OF OPTOMETRY

1124 S STATE ST
BIG RAPIDS,MI49307 		  EO SCHOLARSHIPS 30,000
Total .................................right arrow 3a 212,549
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 18,205  
4 Dividends and interest from securities ....     14 64,752  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 168,012  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURN OF GRANT FUNDS 		    03 12,065  
bCLASS ACTION SETTLEMENT     14 25  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 263,059 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
263,059
(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.)
11A FUNDS RETURNED TO THE ORGANIZATION NOT USED BY GRANT RECEIPIENTS FOR THE PURPOSE OF GRANT GIVEN TO BE USED IN FUTURE YEARS FOR THE FURTHERANCE OF THE EXEMPT PURPOSE OF THE ORGANIZATION.
11B CLASS ACTION REIMBURSEMENT
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
MICHIGAN FOUNDATION FOR VISION AWARENESS
EIN:
38-3076098
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 37,700 18,850 12,065 6,785

TY 2024 InvestmentsCorpBondsSchedule
Name:
MICHIGAN FOUNDATION FOR VISION AWARENESS
EIN:
38-3076098
Name of Bond End of Year Book Value End of Year Fair Market Value
AQR DIVERSIFIED ARBITRAGE FUND CUSIP - 00203H602 9,822 10,020
APPLIED MATLS INC 09/24/15 3.900 10/01/25 15,312 14,931
ARTISAN HIGH INCOME FUND 74,966 68,426
BLACKROCK INC 9,849 9,792
CHEVRON CORP 06/24/13 3.191 06/24/23 14,283 14,837
COHEN & STEERS PFD SECURITIES & INCOME FUND CLASS I 9,123 10,238
COSTCO WHSL CORP SR NT 05/18/17 3.000 05/18/27 15,075 14,568
DODGE & COX INCOME FD 23,317 20,348
DOUBLELINE TOTAL RETURN BOND I 24,300 20,279
FEDERAL HOME LOAN BANK 11/16/18 3.250 11/16/28 29,050 22,381
PEPSICO INC 02/24/16 2.850 02/24/26 15,542 14,735
PUBLIC STORAGE 11/09/21 1.500 11/09/26 13,409 14,189
QUALCOMM INC 05/20/15 3.450 05/20/25 15,028 14,938
SCHLUMBERGER INVT SA 05/15/23 4.850 05/15/33 9,253 9,786
TORONTO DOMINION BK 06/08/22 4.456 06/08/32 14,342 14,213
UNITED PARCEL SVC INC 03/15/19 3.400 03/15/29 15,897 14,241
VIRTUS ALLIANZGI CONVERTIBLE FD CUSIP - 92838V833 8,865 10,851
WALMART INC SR NT 06/27/18 3.700 06/26/28 16,040 14,656
BAIRD FUNDS INC INTER BD 99,355 100,728
CUMMINS INC 15,010 15,008
GUGGENHEIM LIMITED DURATION 19,904 20,244
SHELL FIN US INC 15,000 13,519
VANGUARD SHORT TERM BOND ETF 39,861 40,489

TY 2024 InvestmentsCorpStockSchedule
Name:
MICHIGAN FOUNDATION FOR VISION AWARENESS
EIN:
38-3076098
Name of Stock End of Year Book Value End of Year Fair Market Value
BAILLIE GIFFORD EMRG MKTS I 91,490 78,135
BROWN ADVISORY SUSTAINABLE GROWTH FD INST 225,975 247,984
CONESTOGA FDS SMALL CAP INSTL 21,035 24,229
DODGE & COX INTL STOCK FUND 54,288 58,196
FIDELITY INTERNATIONAL INDEX FUND 51,775 56,017
FIDELITY 500 INDEX FD INST PREMIUM 361,734 531,920
FIDELITY SMALL CAP 9,411 12,167
FIDELITY MID CAP INDEX INSTL PREM 21,198 27,101
SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES 78,831 71,071
GRANDEUR PEAK INTL STALWARTS INST 27,734 26,650
HARDING LOEVNER INTL EQUITY INST 65,551 54,565
ESG AWARE MSCI EAFE ETF 92,254 85,505
NEUBERGER BERMAN LONG SHORT INST 13,196 14,692
SPDR PORTFOLIO S&P 400 17,519 21,110
VANGUARD MID-CAP GROWTH INDE 12,524 12,180
ALLSPRING FUNDS SPEGAL SMALL 21,078 21,415
INVESCO EXCHANGE-TRADED FD TR 223,431 266,109

TY 2024 InvestmentsGovtObligationsSch
Name:
MICHIGAN FOUNDATION FOR VISION AWARENESS
EIN:
38-3076098
US Government Securities - End of Year Book Value:

63,271
US Government Securities - End of Year Fair Market Value:

61,747
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
MICHIGAN FOUNDATION FOR VISION AWARENESS
EIN:
38-3076098
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BOSTON PARTNERS EMRG MKTS LS INST AT COST 2,505 2,552
RBB FD ABBEY CP STR I AT COST 8,453 7,749
STONE RIDGE HIGH YIELD CL I AT COST 8,526 8,313
COHEN & STEERS REALTY SHARES I AT COST 42,360 43,464
ISHARES S&P GLOB INFRAS INDEX FD AT COST 28,578 31,101
MANTEIO MANAGED FUTURES AT COST 3,365 3,005

TY 2024 LegalFeesSchedule
Name:
MICHIGAN FOUNDATION FOR VISION AWARENESS
EIN:
38-3076098
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 5,017 0 0 5,017


TY 2024 OtherDecreasesSchedule
Name:
MICHIGAN FOUNDATION FOR VISION AWARENESS
EIN:
38-3076098
Description Amount
FEDERAL TAX PAYAMENTS 1,714,069


TY 2024 OtherExpensesSchedule
Name:
MICHIGAN FOUNDATION FOR VISION AWARENESS
EIN:
38-3076098
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 349 0 0 349
TECHNOLOGY 296 0 0 296
INSURANCE 946 0 0 946
BANK & OTHER FEES 117 0 0 117
ADVERTISING 4,186 0 0 4,186
MISCELLANOUS 2,200 0 0 2,200


TY 2024 OtherIncomeSchedule2
Name:
MICHIGAN FOUNDATION FOR VISION AWARENESS
EIN:
38-3076098
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURN OF GRANT FUNDS 12,065   12,065
CLASS ACTION SETTLEMENT 25 25 0


TY 2024 OtherProfessionalFeesSchedule
Name:
MICHIGAN FOUNDATION FOR VISION AWARENESS
EIN:
38-3076098
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES FIFTH THIRD 12,067 12,067 0 0