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 07-01-2024 , and ending 06-30-2025
Name of foundation
JOHN E FETZER INSTITUTE INC
 
Number and street (or P.O. box number if mail is not delivered to street address)9292 WEST KL AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KALAMAZOO, MI490095316
A Employer identification number

38-6052788
B Telephone number (see instructions)

(269) 375-2000
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$829,605,467J 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) 1,826,624
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 11,303,825 19,200,593  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,767,133
b Gross sales price for all assets on line 6a 132,534,131
7 Capital gain net income (from Part IV, line 2)... 59,828,613
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
159,410 130,699  
12 Total. Add lines 1 through 11........ 66,056,992 79,159,905  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,222,688 67,540   2,085,828
14 Other employee salaries and wages...... 7,226,026 0   7,183,944
15 Pension plans, employee benefits....... 4,403,844 21,187   4,351,356
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
78,651 0   70,630
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
88,665 19,750   88,665
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,349,439 1,814,133   3,275,897
17 Interest............... 330,680 0   330,680
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,293,655 462,331   0
19 Depreciation (attach schedule) and depletion... 1,377,562 0  
20 Occupancy.............. 1,079,717 0   1,039,225
21 Travel, conferences, and meetings....... 1,218,125 37,889   1,195,756
22 Printing and publications.......... 35,995 0   35,377
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,640,081 1,795,104   2,754,001
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,345,128 4,217,934   22,411,359
25 Contributions, gifts, grants paid....... 15,059,066 12,365,238
26 Total expenses and disbursements. Add lines 24 and 25 42,404,194 4,217,934   34,776,597
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,652,798
b Net investment income (if negative, enter -0-) 74,941,971
c Adjusted net income (if negative, enter -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............. 777,109 734,037 734,037
2 Savings and temporary cash investments......... 1,466,675 689,411 689,411
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   1,020,000 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 210,376 342,969 342,969
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 91,426,352 Click to see attachment
List of Attached Documents:
// Content
67,152,596 		67,152,596
c Investments—corporate bonds (attach schedule)....... 80,510,248 Click to see attachment
List of Attached Documents:
// Content
86,399,029 		86,399,029
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).......... 579,159,488 Click to see attachment
List of Attached Documents:
// Content
650,948,948 		650,948,948
14 Land, buildings, and equipment: basis right arrow45,342,472
Less: accumulated depreciation (attach schedule) right arrow23,240,249 22,164,557 22,102,223 22,102,223
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,977,207 		Click to see attachment
List of Attached Documents:
// Content
1,236,254 		Click to see attachment
List of Attached Documents:
// Content
1,236,254
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 778,712,012 829,605,467 829,605,467
Liabilities 17 Accounts payable and accrued expenses.......... 2,661,835 3,256,638
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) Click to see attachment
List of Attached Documents:
// Content
10,522,655 		Click to see attachment
List of Attached Documents:
// Content
13,613,336
23 Total liabilities (add lines 17 through 22)......... 13,184,490 16,869,974
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........... 765,527,522 812,110,493
25 Net assets with donor restrictions............   625,000
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 765,527,522 812,735,493
30 Total liabilities and net assets/fund balances (see instructions). 778,712,012 829,605,467
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
765,527,522
2
Enter amount from Part I, line 27a .....................
2
23,652,798
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
23,555,173
4
Add lines 1, 2, and 3 ..........................
4
812,735,493
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
812,735,493
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 K-1 SHORT TERM P 2024-07-01 2025-06-30
b K-1 LONG TERM P 2024-07-01 2025-06-30
c NORTHERN TRUST - LONG TERM P 2024-07-01 2025-06-30
d NORTHERN TRUST - SHORT TERM P 2024-07-01 2025-06-30
e LOSS ON ASSET P 2024-07-01 2025-06-30
K-1 SECTION 1231 P 2024-07-01 2025-06-30
(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 2,914,580     2,914,580
b 4,147,356     4,147,356
c 33,544,601   36,234,963 -2,690,362
d 98,989,530   43,530,403 55,459,127
e     1,632 -1,632
    456 -456
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       2,914,580
b       4,147,356
c       -2,690,362
d       55,459,127
e       -1,632
      -456
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 59,828,613
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 1,041,693
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 1,041,693
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 1,041,693
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 709,912
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 346,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,055,912
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 885
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 13,334
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow13,334 Refundedright arrow 11 0
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
Yes
 
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 arrowCA, FL, MI
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.FETZER.ORG
14
The books are in care ofright arrowBRADLEY S MILLER Telephone no.right arrow (269) 375-2000

Located atright arrow9292 WEST KL AVENUEKALAMAZOOMI ZIP+4right arrow490095316
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)
Yes
 
(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 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
ROBERT A BOISTURE - RETIRED 63025 PRESIDENT & CEO & TRUSTEE
40.00 		678,192 86,420 0
9292 WEST KL AVENUE
KALAMAZOO,MI49009
JONATHAN A LEVER EXECUTIVE VICE PRESIDENT & COO
40.00 		474,688 75,844 0
9292 WEST KL AVENUE
KALAMAZOO,MI49009
JENNIFER BAILEY HELDERMAN TRUSTEE
8.00 		97,944 0 0
9292 WEST KL AVENUE
KALAMAZOO,MI49009
BRADLEY S MILLER TREASURER & DIRECTOR OF FINANCE
40.00 		269,000 56,340 0
9292 WEST KL AVENUE
KALAMAZOO,MI49009
CAROLYN T BROWN TRUSTEE
8.00 		97,944 0 0
9292 WEST KL AVENUE
KALAMAZOO,MI49009
DANIEL J CARDINALI CHAIRPERSON OF BOARD
20.00 		272,172 0 0
9292 WEST KL AVENUE
KALAMAZOO,MI49009
LYNNE TWIST TRUSTEE
8.00 		97,944 0 0
9292 WEST KL AVENUE
KALAMAZOO,MI49009
ANNA SUN TRUSTEE
8.00 		97,944 0 0
9292 WEST KL AVENUE
KALAMAZOO,MI49009
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
WILLIAM F VENDLEY VICE PRESIDENT WORLD
40.00 		294,625 51,389 0
9292 WEST KL AVENUE
KALAMAZOO,MI49009
RODNEY MCKENZIE VICE PRESIDENT ALLY
40.00 		276,745 39,361 0
9292 WEST KL AVENUE
KALAMAZOO,MI49009
SARA CRITCHFIELD VICE PRESIDENT GLOBA
40.00 		261,862 49,036 0
9292 WEST KL AVENUE
KALAMAZOO,MI49009
STEVEN HARRIS VICE PRESIDENT OF EC
40.00 		228,836 49,635 30,378
9292 WEST KL AVENUE
KALAMAZOO,MI49009
LAKEESHA SMITH VICE PRESIDENT ORGAN
40.00 		245,435 46,439 0
9292 WEST KL AVENUE
KALAMAZOO,MI49009
Total number of other employees paid over $50,000...................right arrow 57
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
MAY GENERAL CONTRACTING 20 BUILDING CONTRACTOR 1,040,907
PO BOX 107
SCHOOLCRAFT,MI49087
REDROCK INFORMATION SECURITY IT SERVICE PROVIDER 517,164
1101 40TH ST SE
GRAND RAPIDS,MI49508
LUMINARE HEALTH BENEFITS HEALTH INSURANCE 475,933
62923 COLLECTIONS CENTER DR
CHICAGO,IL60693
THINK THEORY LLC COMMUNICATIONS CONSULTANT 413,687
1823 ONAWAY DR SE
GRAND RAPIDS,MI49506
MACKENZIE INVESTMENTS INVESTMENT MANAGEMENT 405,915
TWO INTERNATIONAL PLACE SUITE 2320
BOSTON,MA02110
Total number of others receiving over $50,000 for professional services.............right arrow43
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 FAITH, SPIRITUALITY, AND SOCIAL IMPACT - THE FETZER INSTITUTE CONTRIBUTES RESEARCH AND FUNDING TO ADVANCE FAITH AND SPIRITUALITY ACROSS A RANGE OF SOCIAL ISSUES AND IN PUBLIC LIFE. WORK INCLUDES RESEARCH FOR THE BOOK RETELLING SACRED STORIES, SUPPORT FOR SEVEN CONVENINGS, AND FUNDING FOR 27 ORGANIZATIONS, INCLUDING: 1) RELIGIONS FOR PEACE; 2) INNER-CITY MUSLIM ACTION NETWORK; 3) INTER-RELIGIOUS FOUNDATION FOR COMMUNITY CHANGE; AND 4) FAITH IN PUBLIC LIFE. 4,980,000
2 FAITH AND PHILANTHROPY - THE FETZER INSTITUTE WORKS WITH A COLLECTIVE OF FUNDERS TO PROVIDE GENERAL OPERATING SUPPORT FOR FAITH AND SPIRIT-ROOTED WORK TOWARD SHARED FLOURISHING. THIS INCLUDES FOUR CONFERENCES/CONVENINGS AND SUPPORT FOR 23 ORGANIZATIONS. PARTNERS ADVANCING THIS WORK INCLUDE: 1) HINDUS FOR HUMAN RIGHTS; 2) JEWS UNITED FOR JUSTICE; 3) MISSION TALK, INC.; AND 4) THE PILLARS FUND. 4,200,000
3 FAITH AND MEDIA THE FETZER INSTITUTE'S WORK IN THIS AREA SUPPORTS EFFORTS TO PROMOTE FAIR AND ACCURATE PORTRAYAL OF FAITH AND SPIRITUALITY IN NEWS AND ENTERTAINMENT AND TO PROMOTE NARRATIVES BASED IN LOVE WITH GROUPS SUCH AS: 1) THE COALITION FOR FAITH & MEDIA TO DEVELOP A NETWORK OF INDIVIDUALS AND ORGANIZATIONS WORKING AGAINST RELIGIOUS STEREOTYPING AND SUPPORTING MEDIA IN MORE ACCURATE PORTRAYALS OF FAITH; 2) THE ON BEING PROJECT FOR SOCIAL HEALING; AND 3) THE SOUL BOOM PROJECT AND ITS CONVERSATIONS ABOUT MODERN SPIRITUALITY WITH HUMOR AND HEART. 2,600,000
4 BOARD & STAFF-DIRECTED FUNDS - FETZER'S WORK IN THIS AREA SUPPORTS STAFF AND TRUSTEES IN THEIR WORK TO FULFILL OUR MISSION TO HELP BUILD THE SPIRITUAL FOUNDATION FOR A LOVING WORLD THROUGH CHARITABLE GIVING AND SERVICE. THIS INCLUDES SUPPORT FOR 196 CHARITABLE ORGANIZATIONS THROUGH : 1) BOARD AND PRESIDENT'S FUND SUPPORTING TRUSTEE-DIRECTED GRANTS; 2) MATCHING GIFTS PROGRAM TO SUPPORT CHARITABLE GIVING BY STAFF AND TRUSTEES; AND 3) COMMUNITY GIVING PROGRAM TO ACKNOWLEDGE STAFF'S VOLUNTEER ACTIVITIES IN THEIR COMMUNITIES. 470,000
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................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
767,230,803
b
Average of monthly cash balances.......................
1b
1,104,223
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
768,335,026
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
768,335,026
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,525,025
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
756,810,001
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
37,840,500
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
37,840,500
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,041,693
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,041,693
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
36,798,807
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
36,798,807
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
36,798,807
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
34,776,597
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
1,119,360
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
35,895,957
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 36,798,807
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 3,171,035
c From 2021......  
d From 2022...... 4,547,380
e From 2023...... 305,251
f Total of lines 3a through e ........ 8,023,666
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 35,895,957
a Applied to 2023, 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 2024 distributable amount..... 35,895,957
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 902,850 902,850
(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 7,120,816
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 .......... 		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 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 ...... 		7,120,816
10 Analysis of line 9:
a Excess from 2020.... 2,268,185
b Excess from 2021....  
c Excess from 2022.... 4,547,380
d Excess from 2023.... 305,251
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 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 (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

ARAWAKA INC

PO BOX 278
RIBERA,NM87560 		  PC GENERAL OPERATING SUPPORT 10,000

BE RECOVERED FOUNDATION

PO BOX 899
COTTNWOOD,AZ863269998 		  PC GENERAL OPERATING SUPPORT 10,000

BLACK RELIGIOUS SCHOLARS GROUP INC

4117 HILLSBORO PIKE SUITE 103-324
NASHVILLE,TN37215 		  PC IN SUPPORT OF THE 2025 WOMANISTS AT THE INKWELL RETREAT 10,000

BOGLIASCO FOUNDATION

1 E 53RD STREET FL8
NEW YORK,NY10022 		  PC GENERAL OPERATING SUPPORT 5,000

BREAD FOR THE CITY

1525 7TH STREET NW
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT 10,000

COMMUNITY PARTNERS

PO BOX 741265
LOS ANGELES,CA900741265 		  PC GENERAL OPERATING SUPPORT 10,000

DIGNITY INC

51 PLEASANT STREET 1107
MALDEN,MA02148 		  PC SUPPORTING GLOBAL NETWORK OF RAINBOW CATHOLICS GLOBAL GATHERING IN MADRID, SPAIN 10,000

DOCTORS WITHOUT BORDERS USA INC

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		  PC GENERAL OPERATING SUPPORT 15,000

HARVARD DIVINITY SCHOOL

45 FRANCIS AVE
CAMBRIDGE,MA021382115 		  PC SUPPORTING THE WOMEN'S STUDY IN RELIGION PROGRAM IN HONER OF DIRECTOR ANN BRAUDE 10,000

HOLY TRINITY CHURCH

3513 N STREET NW
WASHINGTON,DC20007 		  PC IN SUPPORT OF IGNATION SPIRITUALITY PROGAM 10,000

NORTHSTAR SCHOOL

22502 WOODROE AVENUE
HAYWARD,CA94541 		  PC GENERAL OPERATING SUPPORT 10,000

PACHAMAMA ALLIANCE

PRESIDIO BLDG 1009 PO BOX 29191
SAN FRANCISCO,CA941299191 		  PC GENERAL OPERATING SUPPORT 10,000

PERSPECTIVA SYSTEMS SOULS AND SOCIETY

42 ACRES SHOREDEITCH 66 LEONARD ST
LONDON   EC2A 4LW
UK 		  NC GENERAL OPERATING SUPPORT 10,000

SAVE VENICE INC

133 E 58TH ST STE 501
NEW YORK,NY10022 		  PC GENERAL OPERATING SUPPORT 5,000

STREET PSALMS

PO BOX 7068
TACOMA,WA98417 		  PC GENERAL OPERATING SUPPORT 10,000

TEACHERS COLLEGE COLUMBIA UNIVERSITY

525 W 120TH ST
NEW YORK,NY100276625 		  PC GENERAL OPERATING SUPPORT 10,000

UNITED LUTHERAN SEMINARY

61 SEMINARY RIDGE
GETTYSBURG,PA17325 		  PC SUPPORT FOR INAUGURAL GATHERING OF AN INTERGENERATIONAL WOMANIST LEADERSHIP HUB 10,000

EDWARD CHARLES FOUNDATION

269 S BEVERLY DR 338
BEVERLY HILLS,CA90212 		  PC GENERAL OPERATING SUPPORT FOR SOUL BOOM 100,000

ON BEING PROJECT

1619 HENNEPIN AVENUE SOUTH
MINNEAPOLIS,MN55403 		  PC GENERAL OPERATING SUPPORT 500,000

PVBLIC FOUNDATION

244 CLUB PLACE SE
ATLANTA,GA30317 		  PC GENERAL OPERATING SUPPORT FOR THE COALITION FOR FAITH & MEDIA 2,000,000

2164 INC

445 PARK AVE STE 16A
NEW YORK,NY10022 		  PC GENERAL OPERATING SUPPORT 300,000

ARTSWESTCHESTER INC

31 MAMARONECK AVE
WHITE PLAINS,NY10601 		  PC GENERAL OPERATING SUPPORT 75,000

BVM CAPACITY BUILDING INSTITUTE

3645 MARKETPLACE BOULEVARD SUITE
130-236
ATLANTA,GA30337 		  PC GENERAL OPERATING SUPPORT 200,000

CENTER FOR EMPOWERED POLITICS EDUCATION FUND

1212 BROADWAY SUITE 700
OAKLAND,CA94612 		  PC GENERAL OPERATING SUPPORT 200,000

COMMUNITY PARTNERS

PO BOX 741265
LOS ANGELES,CA900741265 		  PC GENERAL OPERATING SUPPORT FOR THE REVOLUTIONARY LOVE PROJECT 200,000

HIGHLANDER RESEARCH AND EDUCATION CENTER

1959 HIGHLANDER WAY
NEW MARKET,TN37820 		  PC GENERAL OPERATING SUPPORT 200,000

INNER VISIONS INSTITUTE FOR SPIRITUAL DEVELOPMENT INTERNATIONAL

6105 WOODLAND LN
CLINTON,MD20735 		  PC GENERAL OPERATING SUPPORT 300,000

NEO PHILANTHROPY INC

1001 AVENUE OF THE AMERICAS 12TH FL
NEW YORK,NY10018 		  PC SUPPORTING JEWISH FUNDERS FOR A JUST FUTURE 25,000

PASTORAL CARE AND COUNSELING INSTITUTE

104 JONES FERRY ROAD SUITE J
CARRBORO,NC27510 		  PC FOR DEVELOPING CONTEMPORARY BUDDHIST ETHICS TO RESPOND TO PRESSING ISSUES OF OUR TIME 200,000

PHILANTHROPY ROUNDTABLE

1120 20TH ST NW STE 550 S
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 100,000

PRIDE IN THE PEWS NFP INC

435 E 42ND STREET
CHICAGO,IL60653 		  PC GENERAL OPERATING SUPPORT 50,000

SOCIAL IMPACT FUND

750 W 7TH ST
LOS ANGELES,CA90081 		  PC GENERAL OPERATING SUPPORT FOR FREE AMERICA 200,000

THE SYNERGOS INSTITUTE

1 EAST 53RD STREET 7TH FLOOR
NEW YORK,NY10022 		  PC IN SUPPORT OF THE SPIRITUAL CIVILIZATION GROUP 150,000

HINDUS FOR HUMAN RIGHTS INC

300 PASEO DE PARALTA SUITE 107
SANTA FE,NM87501 		  PC GENERAL OPERATING SUPPORT 200,000

JEWS UNITED FOR JUSTICE INC

PO BOX 41485
WASHINGTON,DC20018 		  PC GENERAL OPERATING SUPPORT 200,000

LAND PEACE FOUNDATION

PO BOX 2102
BANGOR,ME04402 		  PC GENERAL OPERATING SUPPORT 200,000

LIGHTHOUSE FOUNDATION OF CHICAGOLAND

2335 N ORCHARD ST
CHICAGO,IL60614 		  PC GENERAL OPERATING SUPPORT 200,000

MILPA

339 MELODY LANE
SALINAS,CA93901 		  PC GENERAL OPERATING SUPPORT 200,000

MISSION TALK INC

10624 VISTA DEL SOL CIRCLE
CLERMONT,FL34711 		  PC GENERAL OPERATING SUPPORT 200,000

NEO PHILANTHROPY INC

1001 AVENUE OF THE AMERICAS 12TH FL
NEW YORK,NY10018 		  PC GENERAL OPERATING SUPPORT FOR NUNS & NONES, AN INTERGENERATIONAL SPIRITUAL COMMUNITY 200,000

PILLARS FUND

200 W MADISON 3RD FLOOR
CHICAGO,IL606063412 		  PC GENERAL OPERATING SUPPORT 200,000

TIDES CENTER

1012 TORNEY AVE
SAN FRANCISCO,CA94129 		  PC GENERAL OPERATING SUPPORT FOR KAIROS CENTER FOR RELIGIONS, RIGHTS & SOCIAL JUSTICE 200,000

WORLD CONFERENCE OF RELIGIONS FOR PEACE

777 UNITED NATIONS PLZ 9TH FL
NEW YORK,NY10017 		  PC GENERAL OPERATING SUPPORT 200,000

AMALGAMATED CHARITABLE FOUNDATION INC

1825 K STREET NW
WASHINGTON,DC20006 		  PC IN SUPPORT OF THE POLITICAL CLIMATE ADAPTION PROJECT 50,000

BUILD UP BOYS

5 ROOSEVELT PLACE 3R
MONTCLAIR,NJ07042 		  PC GENERAL OPERATING SUPPORT 75,000

CENTER FOR COMMUNITY CHANGE

1536 U STREET NW
WASHINGTON,DC20009 		  PC IN SUPPORT OF UNITED TODAY, STRONGER TOMORROW'S FAITH STRATEGY 200,000

FAITH IN ACTION

1616 P STREET SUITE 300
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 150,000

FAITH IN PUBLIC LIFE INC

PO BOX 33668
WASHINGTON,DC20033 		  PC GENERAL OPERATING SUPPORT 150,000

GLOBAL IMPACT

2300 N ST NW SUITE 501A
WASHINGTON,DC20037 		  PC GENERAL OPERATING SUPPORT 100,000

INNER-CITY MUSLIM ACTION NETWORK

2744 W 63RD ST
CHICAGO,IL60629 		  PC GENERAL OPERATING SUPPORT 500,000

INTER-RELIGIOUS FOUNDATION FOR COMMUNITY ORGANIZATION INC

418 W 145TH ST
NEW YORK,NY10031 		  PC GENERAL OPERATING SUPPORT 245,000

NATIONAL LGBTQ TASK FORCE

1050 CONNECTICUT AVE NW SUITE 65500
WASHINGTON,DC20035 		  PC SUPPORT FOR FAITH- AND SPIRIT-FOCUSED PROGRAMMING AT THE 2025 CREATING CHANGE CONFERENCE 30,000

NEW DISABLED SOUTH INC

1201 W PEACHTREE ST NW STE 2625 PMB
85942
ATLANTA,GA30309 		  PC GENERAL OPERATING SUPPORT 250,000

PROTEUS FUND

15 RESEARCH DR STE B
AMHERST,MA01002 		  PC GENERAL OPERATING SUPPORT 50,000

PUBLIC RELIGION RESEARCH INSTITUTE

1023 15TH ST NW FLOOR 9
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 200,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS

CASHERS OFFICE - UC/PO BOX 989062
WEST SACRAMENTO,CA957989062 		  PC TO EXPLORE PATHWAYS THAT IMPROVE COMPASSIONATE SOCIAL ENGAGEMENT IN THE PRESENCE OF SUFFERING 5,000

ROCKWOOD LEADERSHIP INSTITUTE

548 MARKET ST PMB 47614
SAN FRANCISCO,CA941045401 		  PC 25TH ANNIVERSARY SPONSORSHIP CELEBRATING WORKING FOR EQUITY, LIBERATION & SUSTAINABILITY 15,000

THE ASPEN INSTITUTE (005)

2300 N ST NW SUITE 700
WASHINGTON,DC200371122 		  PC GENERAL OPERATING SUPPORT FOR A GLOBAL CONVENER OF CHANGEMAKERS BUILDING A BETTER WORLD 75,000

THE FARADAY INSTITUTE FOR SCIENCE AND RELIGION

ST EDMUNDS COLLEGE
CAMBRIDGE   CB3 0BN
UK 		  NC SUPPORT FOR RESEARCH ON THE THEORETICAL FOUNDATIONS OF NATURAL PHILOSOPHY 25,000

THE FREEDOM CENTER FOR SOCIAL JUSTICE

4921 ALBEMARLE RD STE 201
CHARLOTTE,NC28205 		  PC 2024 ANNUAL GALA SPONSORSHIP 15,000

T'RUAH

266 W 37TH STREET SUITE 803
NEW YORK,NY10018 		  PC GENERAL OPERATING SUPPORT 30,000

UNION THEOLOGICAL SEMINARY

3041 BROADWAY AT 121ST STREET
NEW YORK,NY100275792 		  PC GENERAL OPERATING SUPPORT 250,000

UNITED NATIONS DEVELOPMENT PROGRAMME

ONE UNITED NATIONS PLAZA
NEW YORK,NY10017 		  NC GENERAL OPERATING SUPPORT FOR CONSCIOUS FOOD SYSTEMS ALLIANCE & ITS CONSCIOUSNESS BASED WORK 200,000

WORLD CONFERENCE OF RELIGIONS FOR PEACE

777 UNITED NATIONS PLZ 9TH FL
NEW YORK,NY10017 		  PC TO PROMOTE SHARED FLOURISHING WITHIN RELIGIONS FOR PEACE'S GLOBAL NETWORK 2,350,000

YVETTE A FLUNDER FOUNDATION INC

8400 ENTERPRISE WAY
OAKLAND,CA94621 		  PC CONFERENCE SPONSORSHIP TOWARD POSITIVELY AFFECTING THE LIVES OF PEOPLE AFFECTED BY HIV 15,000

CEDAR LANE UNITARIAN UNIVERSALIST CHURCH

9601 CEDAR LN
BETHESDA,MD208144099 		  PC GENERAL OPERATING SUPPORT 10,000

CULTURE IS NOT OPTIONAL

PO BOX 1
THREE RIVERS,MI49093 		  PC GENERAL OPERATING SUPPORT 6,111

KALAMAZOO SYMPHONY ORCHESTRA

359 S KALAMAZOO MALL STE 100
KALAMAZOO,MI490074843 		  PC GENERAL OPERATING SUPPORT 8,500

LIGHTHOUSE COMMUNITY CHURCH

4321 S 11TH ST
KALAMAZOO,MI49009 		  PC GENERAL OPERATING SUPPORT 20,000

MT ZION BAPTIST CHURCH

120 ROBERSON
KALAMAZOO,MI490073557 		  PC GENERAL OPERATING SUPPORT 30,000

OAKWOOD NEIGHBORHOOD ASSOCIATION

3320 LAIRD AVE
KALAMAZOO,MI490083946 		  PC GENERAL OPERATING SUPPORT 10,000

RELIGIONS FOR PEACE INTERNATIONAL

777 UNITED NATIONS PLAZA FL 9
NEW YORK,NY10017 		  PC GENERAL OPERATING SUPPORT 5,000

ST LUKE'S EPISCOPAL CHURCH

247 W LOVELL
KALAMAZOO,MI490075207 		  PC GENERAL OPERATING SUPPORT 17,140

STREET PSALMS

PO BOX 7068
TACOMA,WA98417 		  PC GENERAL OPERATING SUPPORT 30,000

THE CHURCH WE HOPE FOR

710 S MYRTLE AVE 202
MONROVIA,CA91016 		  PC GENERAL OPERATING SUPPORT 10,400

GRADUATE THEOLOGICAL UNION

2400 RIDGE ROAD
BERKLEY,CA94709 		  PC FOR THE ROBERT BELLAH LECTURESHIP ENDOWMENT FUND 1,000

ROSIE'S PLACE INC

889 HARRISON AVE
BOSTON,MA02118 		  PC GENERAL OPERATING SUPPORT 4,000

12TH STREET ELEMENTARY

6501 SOUTH 12TH STREET
PORTAGE,MI49024 		  PC GENERAL OPERATING SUPPORT 500

ACADEMICALLY TALENTED YOUTH PROGRAM (ATYP)

1903 W MICHIGAN AVE MIS5288
KALAMAZOO,MI490085288 		  PC GENERAL OPERATING SUPPORT 500

BALLET ARTS ENSEMBLE

PO BOX 19581
KALAMAZOO,MI49019 		  PC GENERAL OPERATING SUPPORT 500

BENTON HARBOR - FAIRPLAIN LIONS CLUB

PO BOX 8822
BENTON HARBOR,MI49022 		  PC GENERAL OPERATING SUPPORT 500

CHEFF THERAPEUTIC RIDING CENTER

8450 N 43RD ST
AUGUSTA,MI490129651 		  PC GENERAL OPERATING SUPPORT 500

CULTURE IS NOT OPTIONAL

PO BOX 1
THREE RIVERS,MI49093 		  PC GENERAL OPERATING SUPPORT 1,000

FLORENCE CHURCH OF THE BRETHREN MENNONITE

17975 CENTREVILLE-CONSTANTINE RD
CONSTANTINE,MI49042 		  PC GENERAL OPERATING SUPPORT 500

GRAND RAPIDS BLADES

2600 VILLAGE DR SE
GRAND RAPIDS,MI49506 		  PC GENERAL OPERATING SUPPORT 500

GRAND RAPIDS CHRISTIAN HIGH SCHOOL

2300 PLYMOUTH AVE SE
GRAND RAPIDS,MI49506 		  PC GENERAL OPERATING SUPPORT 500

GREATER KALAMAZOO GIRLS ON THE RUN

3901 EMERALD DR STE E
KALAMAZOO,MI49001 		  PC GENERAL OPERATING SUPPORT 500

HARBOR IMPACT FOUNDATION

PO BOX 805
BENTON HARBOR,MI49023 		  PC GENERAL OPERATING SUPPORT 500

KALAMAZOO CHINESE CHRISTIAN CHURCH

5334 PARKVIEW AVENUE
KALAMAZOO,MI49009 		  PC GENERAL OPERATING SUPPORT 500

KALAMAZOO COMMUNITY FOUNDATION

402 EAST MICHIGAN AVE
KALAMAZOO,MI490073888 		  PC GENERAL OPERATING SUPPORT 500

KALAMAZOO IN BLOOM INC

PO BOX 20178
KALAMAZOO,MI490192017 		  PC GENERAL OPERATING SUPPORT 500

KALAMAZOO LITERACY COUNCIL

420 E ALCOTT STREET STE 400
KALAMAZOO,MI49001 		  PC GENERAL OPERATING SUPPORT 500

KALAMAZOO LOAVES & FISHES

901 PORTAGE ST
KALAMAZOO,MI490013005 		  PC GENERAL OPERATING SUPPORT 500

KALAMAZOO NEIGHBORHOOD HOUSING SERVICES

1219 S PARK ST
KALAMAZOO,MI49001 		  PC GENERAL OPERATING SUPPORT 500

KALAMAZOO VALLEY GLEANERS

5541 KING HIGHWAY
KALAMAZOO,MI49048 		  PC GENERAL OPERATING SUPPORT 500

KAMSC PARENT ORGANIZATION

600 W VINE ST SUITE 400
KALAMAZOO,MI490081153 		  PC GENERAL OPERATING SUPPORT 500

LIONS OF MICHIGAN SERVICE FOUNDATION

5730 EXECUTIVE DRIVE
LANSING,MI48911 		  PC GENERAL OPERATING SUPPORT 500

MICHIGAN HUMANITIES COUNCIL

2364 WOODLAKE DRIVE SUITE 100
OKEMOS,MI48864 		  PC GENERAL OPERATING SUPPORT 500

NATIONAL LGBTQ TASK FORCE

1050 CONNECTICUT AVE NW SUITE 65500
WASHINGTON,DC20035 		  PC GENERAL OPERATING SUPPORT 500

OTSEGO PUBLIC SCHOOLS

400 SHERWOOD ST
OTSEGO,MI49078 		  PC GENERAL OPERATING SUPPORT 500

PORTAGE NORTHERN BASEBALL BOOSTERS

PO BOX 214
PORTAGE,MI49024 		  PC GENERAL OPERATING SUPPORT 500

ROCKWOOD LEADERSHIP INSTITUTE

548 MARKET ST PMB 47614
SAN FRANCISCO,CA941045401 		  PC GENERAL OPERATING SUPPORT 500

SAFE PLACE

PO BOX 199
BATTLE CREEK,MI49016 		  PC GENERAL OPERATING SUPPORT 500

SISTERS FROM ANOTHER MOTHER

807 WAUCEDA AVE
BENTON HARBOR,MI49022 		  PC GENERAL OPERATING SUPPORT 500

ST THOMAS MORE CATHOLIC STUDENT PARISH

421 MONROE ST
KALAMAZOO,MI490064437 		  PC GENERAL OPERATING SUPPORT 1,000

STULBERG INTERNATIONAL STRING COMPETITION

359 S KALAMAZOO MALL STE 14
KALAMAZOO,MI490074848 		  PC GENERAL OPERATING SUPPORT 500

SUNSET LAKE ELEMENTARY

201 N BOULEVARD ST
VICKSBURG,MI49097 		  PC GENERAL OPERATING SUPPORT 500

VICKSBURG BAND BOOSTERS INC

PO BOX 179
VICKSBURG,MI49097 		  PC GENERAL OPERATING SUPPORT 1,000

VICKSBURG COMMUNITY SCHOOLS

301 S KALAMAZOO AVE
VICKSBURG,MI49097 		  PC GENERAL OPERATING SUPPORT 500

WATERSHED VOICE

PO BOX 292
THREE RIVERS,MI49093 		  PC GENERAL OPERATING SUPPORT 500

4 CIRCLES BEYOND INC

PO BOX 2365
WILLINGBORO,NJ08046 		  PC GENERAL OPERATING SUPPORT 150

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231 		  PC GENERAL OPERATING SUPPORT 155

AMERICAN HEART ASSOCIATION OF MICHIGAN

132 W SOUTH ST
KALAMAZOO,MI49007 		  PC GENERAL OPERATING SUPPORT 107

AMERICAN HORTICULTURAL SOCIETY

7931 EAST BOULEVARD DR
ALEXANDRIA,VA22308 		  PC GENERAL OPERATING SUPPORT 500

AND CAMPAIGN (INSTITUTE)

1500 MARIETTA RD NW STE 4
ATLANTA,GA30318 		  PC GENERAL OPERATING SUPPORT 200

ARLINGTON OUTDOOR EDUCATION ASSOCIATION

PO BOX 5646
ARLINGTON,VA22205 		  PC GENERAL OPERATING SUPPORT 2,000

BALLET ARTS ENSEMBLE

PO BOX 19581
KALAMAZOO,MI49019 		  PC GENERAL OPERATING SUPPORT 2,800

BARRY COMMUNITY FOUNDATION

231 S BROADWAY ST
HASTINGS,MI49058 		  PC GENERAL OPERATING SUPPORT 2,200

BEREAN BAPTIST CHURCH

7813 S 12TH ST
PORTAGE,MI490243873 		  PC GENERAL OPERATING SUPPORT 600

BETHANY CHRISTIAN SERVICES

6687 SEECO DR
KALAMAZOO,MI490095970 		  PC GENERAL OPERATING SUPPORT 240

BILTMORE CHURCH

35 CLAYTON RD
ARDEN,NC28704 		  PC GENERAL OPERATING SUPPORT 1,000

BREAD FOR THE CITY

1525 7TH STREET NW
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT 400

CALVINIST CADET CORPS

4695 44TH ST SE SUITE B-130
KENTWOOD,MI49512 		  PC GENERAL OPERATING SUPPORT 1,400

CENTRICA CARE NAVIGATORS

7100 STADIUM DRIVE
KALAMAZOO,MI49009 		  PC GENERAL OPERATING SUPPORT 400

INDIAN LAKE ELEMENTARY

11901 S 30TH ST
VICKSBURG,MI49097 		  PC GENERAL OPERATING SUPPORT 52

CHEFF THERAPEUTIC RIDING CENTER

8450 N 43RD ST
AUGUSTA,MI490129651 		  PC GENERAL OPERATING SUPPORT 929

CHIKAMING OPEN LANDS

12291 RED ARROW HIGHWAY
SAWYER,MI49125 		  PC GENERAL OPERATING SUPPORT 1,000

CHURCH WORLD SERVICE

28606 PHILLIPS ST PO BOX 968
ELKHART,IN465141239 		  PC GENERAL OPERATING SUPPORT 200

CLEVELAND CLINIC FOUNDATION

9500 EUCLID AVE
CLEVELAND,OH441950001 		  PC GENERAL OPERATING SUPPORT 200

COMMUNITIES IN SCHOOLS OF KALAMAZOO

180 EAST WATER STREET SUITE 2000
KALAMAZOO,MI49007 		  PC GENERAL OPERATING SUPPORT 100

COMMUNITY HEALING CENTERS

2615 STADIUM DRIVE
KALAMAZOO,MI49008 		  PC GENERAL OPERATING SUPPORT 3,660

CONVOY OF HOPE

1 CONVOY DR
SPRINGFIELD,MO65802 		  PC GENERAL OPERATING SUPPORT 1,115

COREWELL HEALTH FOUNDATION WEST MICHIGAN

25 MICHIGAN ST NE SUITE 4100
GRAND RAPIDS,MI49503 		  PC GENERAL OPERATING SUPPORT 200

CORNELL UNIVERSITY

130 E SENECA STREET STE 400
ITHACA,NY14850 		  PC GENERAL OPERATING SUPPORT 400

CRESCENDO ACADEMY OF MUSIC

359 S KALAMAZOO MALL SUITE 12
KALAMAZOO,MI49007 		  PC GENERAL OPERATING SUPPORT 200

CROSS COMMUNITY CHURCH OF THE NAZARENE

5625 OAKLAND DRIVE
PORTAGE,MI49024 		  PC GENERAL OPERATING SUPPORT 1,000

DIGNITY INC

51 PLEASANT STREET 1107
MALDEN,MA02148 		  PC GENERAL OPERATING SUPPORT 2,400

DIGNITYBOSTON

PO BOX 170428
BOSTON,MA021170408 		  PC GENERAL OPERATING SUPPORT 2,000

DOLPHIN RESEARCH CENTER

58901 OVERSEAS HWY
GRASSY KEY,FL33050 		  PC GENERAL OPERATING SUPPORT 2,000

ENVIRONMENTAL DEFENSE FUND

1875 CONNECTICUT AVE NW SUITE 600
WASHINGTON,DC20009 		  PC GENERAL OPERATING SUPPORT 400

FAMILY & CHILDREN SERVICES INC

1608 LAKE ST
KALAMAZOO,MI490013196 		  PC GENERAL OPERATING SUPPORT 1,200

FARMERS ALLEY THEATRE

221 FARMERS ALLEY
KALAMAZOO,MI49007 		  PC GENERAL OPERATING SUPPORT 300

FIRST TEE - WEST MICHIGAN

3450 36TH ST SE
GRAND RAPIDS,MI49512 		  PC GENERAL OPERATING SUPPORT 3,000

FLORENCE CHURCH OF THE BRETHREN MENNONITE

17975 CENTREVILLE-CONSTANTINE RD
CONSTANTINE,MI49042 		  PC GENERAL OPERATING SUPPORT 2,600

FOUNDATION FOR APPALACHIAN KENTUCKY

420 MAIN STREET
HAZARD,KY41701 		  PC GENERAL OPERATING SUPPORT 200

FRIENDS OF THE PORTAGE SENIOR CENTER

203 EAST CENTRE AVE
PORTAGE,MI49002 		  PC GENERAL OPERATING SUPPORT 60

GENEROUS HANDS INC

P O BOX 313
VICKSBURG,MI49097 		  PC GENERAL OPERATING SUPPORT 400

GENEVA CAMP & RETREAT CENTER

3995 LAKESHORE DRIVE N
HOLLAND,MI49424 		  PC GENERAL OPERATING SUPPORT 4,730

GILMORE CAR MUSEUM

6568 HICKORY ROAD
HICKORY CORNERS,MI49060 		  POF GENERAL OPERATING SUPPORT 190

GRACE CHRISTIAN REFORMED CHURCH

1724 WHITES ROAD
KALAMAZOO,MI490082840 		  PC GENERAL OPERATING SUPPORT 200

GRAND RAPIDS TRANS FOUNDATION

343 ATLAS AVE SE
GRAND RAPIDS,MI49506 		  PC GENERAL OPERATING SUPPORT 618

GRYPHON PLACE

PO BOX 378
PORTAGE,MI490810378 		  PC GENERAL OPERATING SUPPORT 2,000

HAITIAN COMMUNITY HELP & SUPPORT CENTER

1530 S YELLOW SPRINGS ST
SPRINGFIELD,OH45506 		  PC GENERAL OPERATING SUPPORT 200

HEIFETZ INTERNATIONAL MUSIC INSTITUTE

PO BOX 2447
STAUNTON,VA24402 		  PC GENERAL OPERATING SUPPORT 4,000

HELPING OUR WOMEN

34 CONWELL STREET
PROVINCETOWN,MA02657 		  PC GENERAL OPERATING SUPPORT 100

HERITAGE CHRISTIAN REFORMED CHURCH

2857 SOUTH 11TH
KALAMAZOO,MI490092151 		  PC GENERAL OPERATING SUPPORT 200

IBU FOUNDATION

183 B KING STREET
CHARLESTON,SC29401 		  PC GENERAL OPERATING SUPPORT 1,000

IMMIGRATION LAW & JUSTICE MICHIGAN

207 FULTON ST E
GRAND RAPIDS,MI49503 		  PC GENERAL OPERATING SUPPORT 206

IMPACT CHURCH

11840 FULTON ST E
LOWELL,MI49331 		  PC GENERAL OPERATING SUPPORT 700

INTERFAITH CONFERENCE OF METROPOLITAN WASHINGTON

900 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT 600

INTERNATIONAL RESCUE COMMITTEE

122 E 42ND STREET FLOOR 12
NEW YORK,NY101680002 		  PC GENERAL OPERATING SUPPORT 200

KAIROS DWELLING

2945 GULL ROAD
KALAMAZOO,MI490481278 		  PC GENERAL OPERATING SUPPORT 240

KALAMAZOO BEE CLUB

8715 S WESTNEDGE AVE
PORTAGE,MI49002 		  PC GENERAL OPERATING SUPPORT 100

KALAMAZOO CHINESE CHRISTIAN CHURCH

5334 PARKVIEW AVENUE
KALAMAZOO,MI49009 		  PC GENERAL OPERATING SUPPORT 3,000

KALAMAZOO CHRISTIAN SCHOOL ASSOCIATION

2121 STADIUM DR
KALAMAZOO,MI490081644 		  PC GENERAL OPERATING SUPPORT 400

KALAMAZOO COMMUNITY CHORALE

67333 CROOKED CREEK ROAD
WHITE PIGEON,MI49099 		  PC GENERAL OPERATING SUPPORT 200

KALAMAZOO COMMUNITY FOUNDATION

402 EAST MICHIGAN AVE
KALAMAZOO,MI490073888 		  PC GENERAL OPERATING SUPPORT 4,000

KALAMAZOO CONCERT BAND

PO BOX 20060
KALAMAZOO,MI490191060 		  PC GENERAL OPERATING SUPPORT 240

KALAMAZOO EASTSIDE BOXING CLUB

1720 CHARLES AVE
KALAMAZOO,MI49048 		  PC GENERAL OPERATING SUPPORT 400

KALAMAZOO GOSPEL MINISTRIES

448 N BURDICK STREET
KALAMAZOO,MI490073644 		  PC GENERAL OPERATING SUPPORT 2,160

KALAMAZOO INSTITUTE OF ARTS

314 S PARK ST
KALAMAZOO,MI490075102 		  PC GENERAL OPERATING SUPPORT 630

KALAMAZOO ISLAMIC CENTER

PO BOX 50166
KALAMAZOO,MI49005 		  PC GENERAL OPERATING SUPPORT 500

KALAMAZOO JUNIOR SYMPHONY ORCHESTRA

714 S WESTNEDGE AVE
KALAMAZOO,MI49007 		  PC GENERAL OPERATING SUPPORT 200

KALAMAZOO LITERACY COUNCIL

420 E ALCOTT STREET STE 400
KALAMAZOO,MI49001 		  PC GENERAL OPERATING SUPPORT 730

KALAMAZOO LOAVES & FISHES

901 PORTAGE ST
KALAMAZOO,MI490013005 		  PC GENERAL OPERATING SUPPORT 3,730

KALAMAZOO NATURE CENTER

7000 NORTH WESTNEDGE AVE
KALAMAZOO,MI490096309 		  PC GENERAL OPERATING SUPPORT 294

KALAMAZOO VALLEY GLEANERS

5541 KING HIGHWAY
KALAMAZOO,MI49048 		  PC GENERAL OPERATING SUPPORT 300

KAMSC PARENT ORGANIZATION

600 W VINE ST SUITE 400
KALAMAZOO,MI490081153 		  PC GENERAL OPERATING SUPPORT 2,000

LENDING HANDS OF MICHIGAN INC

4570 COMMERCIAL AVE SUITE E
PORTAGE,MI49002 		  PC GENERAL OPERATING SUPPORT 440

LGBTQ RELIGIOUS ARCHIVES NETWORK

PO BOX 408565
CHICAGO,IL60640 		  PC GENERAL OPERATING SUPPORT 2,500

LITTLE MARY'S HOSPITALITY HOUSE

1580 SEAMAN ROAD
WELLSTON,MI49689 		  PC GENERAL OPERATING SUPPORT 240

MARY FREE BED FOUNDATION

235 WEALTHY ST SE
GRAND RAPIDS,MI49503 		  PC GENERAL OPERATING SUPPORT 150

MERCY MEDICAL CENTER FOUNDATION

701 - 10TH STREET SE
CEDAR RAPIDS,IA524031292 		  PC GENERAL OPERATING SUPPORT 200

MICHIGAN BASKETBALL ASSOCIATION

PO BOX 1382
FLINT,MI48502 		  PC GENERAL OPERATING SUPPORT 1,000

MILESTONE SENIOR SERVICES

918 JASPER ST
KALAMAZOO,MI490012853 		  PC GENERAL OPERATING SUPPORT 600

MINISTRY WITH COMMUNITY

500 NORTH EDWARDS STREET
KALAMAZOO,MI49007 		  PC GENERAL OPERATING SUPPORT 1,460

NATIONAL IMMIGRANT JUSTICE CENTER

111 W JACKSON BLVD SUITE 800
CHICAGO,IL60604 		  PC GENERAL OPERATING SUPPORT 1,000

NATIONAL LGBTQ TASK FORCE

1050 CONNECTICUT AVE NW SUITE 65500
WASHINGTON,DC20035 		  PC GENERAL OPERATING SUPPORT 3,400

NATURE CONSERVANCY THE

4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA222031606 		  PC GENERAL OPERATING SUPPORT 200

OLD SAINT PATRICK'S CHURCH

700 WEST ADAMS STREET
CHICAGO,IL60661 		  PC GENERAL OPERATING SUPPORT 500

OPEN FUTURE INSTITUTE

301 W 57TH ST 45A
NEW YORK,NY10019 		  PC GENERAL OPERATING SUPPORT 1,032

OPEN HEART MAGIC

67 E MADISON ST 1504
CHICAGO,IL60603 		  PC GENERAL OPERATING SUPPORT 200

OTSEGO PUBLIC SCHOOLS

400 SHERWOOD ST
OTSEGO,MI49078 		  PC GENERAL OPERATING SUPPORT 464

PACIFIC SOUTHWEST MENNONITE CONFERENCE

3258 THOMPSON AVE
ALAMEDA,CA94501 		  PC GENERAL OPERATING SUPPORT 210

PARK VILLAGE PINES

2920 CRYSTAL LANE
KALAMAZOO,MI490092108 		  PC GENERAL OPERATING SUPPORT 400

PIERCE CEDAR CREEK INSTITUTE

701 W CLOVERDALE ROAD
HASTINGS,MI49058 		  POF GENERAL OPERATING SUPPORT 740

PORTAGE COMMUNITY CENTER

325 E CENTRE
PORTAGE,MI49002 		  PC GENERAL OPERATING SUPPORT 730

PORTAGE DISTRICT LIBRARY

300 LIBRARY LANE
PORTAGE,MI490024303 		  PC GENERAL OPERATING SUPPORT 200

PORTAGE NORTHERN BASEBALL BOOSTERS

PO BOX 214
PORTAGE,MI49024 		  PC GENERAL OPERATING SUPPORT 3,000

PORTAGE PARKS FOUNDATION

320 LIBRARY LANE
PORTAGE,MI49002 		  PC GENERAL OPERATING SUPPORT 500

PRINCETON UNIVERSITY

ANNUAL GIVING PO BOX 5357
PRINCETON,NJ085435357 		  PC GENERAL OPERATING SUPPORT 200

ROCKWOOD LEADERSHIP INSTITUTE

548 MARKET ST PMB 47614
SAN FRANCISCO,CA941045401 		  PC GENERAL OPERATING SUPPORT 688

SAFE PLACE

PO BOX 199
BATTLE CREEK,MI49016 		  PC GENERAL OPERATING SUPPORT 2,002

SAGE - ADVOCACY FOR LGBTQ ELDERS

PO BOX 22876
NEW YORK,NY100872876 		  PC GENERAL OPERATING SUPPORT 400

SAINT GREGORY'S ABBEY

56500 ABBEY RD
THREE RIVERS,MI490939533 		  PC GENERAL OPERATING SUPPORT 100

SAINT PETER'S CHURCH

619 LEXINGTON AVENUE
NEW YORK,NY10022 		  PC GENERAL OPERATING SUPPORT 3,340

SALVATION ARMY (002)

1700 S BURDICK STREET
KALAMAZOO,MI490012714 		  PC GENERAL OPERATING SUPPORT 200

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		  PC GENERAL OPERATING SUPPORT 1,000

SAVE THE CHILDREN

501 KINGS HWY EAST SUITE 400
FAIRFIELD,CT06825 		  PC GENERAL OPERATING SUPPORT 137

SERVANT'S COMMUNITY CHURCH

53 DELONEY SW
GRAND RAPIDS,MI49504 		  PC GENERAL OPERATING SUPPORT 3,000

SHALOM

6276 N RIVERVIEW DR
KALAMAZOO,MI49004 		  PC GENERAL OPERATING SUPPORT 730

SHEPHERD'S CENTER OF GREATER KALAMAZOO

1833 S BURDICK
KALAMAZOO,MI490012715 		  PC GENERAL OPERATING SUPPORT 240

SISTERS OF ST FRANCIS

PO BOX 100
OLDENBURG,IN47036 		  PC GENERAL OPERATING SUPPORT 3,000

SMITHSONIAN NMAAHC

CONTRIBUTION RECEIPT CENTER PO BOX
98097
WASHINGTON,DC200908097 		  PC GENERAL OPERATING SUPPORT 386

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON STREET PO BOX 548
MONTGOMERY,AL361044344 		  PC GENERAL OPERATING SUPPORT 1,000

SOUTHWEST MICHIGAN LAND CONSERVANCY

8395 E MAIN
GALESBURG,MI490539745 		  PC GENERAL OPERATING SUPPORT 100

ST JUDE CHILDREN'S RESEARCH HOSPITAL (001)

PARTNERS IN HOPE 501 ST JUDE PLACE
MEMPHIS,TN38105 		  PC GENERAL OPERATING SUPPORT 500

ST THOMAS MORE CATHOLIC STUDENT PARISH

421 MONROE ST
KALAMAZOO,MI490064437 		  PC GENERAL OPERATING SUPPORT 1,676

STULBERG INTERNATIONAL STRING COMPETITION

359 S KALAMAZOO MALL STE 14
KALAMAZOO,MI490074848 		  PC GENERAL OPERATING SUPPORT 4,000

SUNSET LAKE PARENT TEACHER STUDENT ORGANIZATION

201 N BOULEVARD ST
VICKSBURG,MI49097 		  PC GENERAL OPERATING SUPPORT 120

THE BARN THEATRE SCHOOL FOR ADVANCED THEATRE TRAINING

13319 M-96 PO BOX 277
AUGUSTA,MI49012 		  PC GENERAL OPERATING SUPPORT 300

THE CIVIC

329 SOUTH PARK STREET
KALAMAZOO,MI490075101 		  PC GENERAL OPERATING SUPPORT 200

THE LAND INSTITUTE

2440 E WATER WELL ROAD
SALINA,KS674019051 		  PC GENERAL OPERATING SUPPORT 1,000

THE LEUKEMIA & LYMPHOMA SOCIETY

1201 15TH STREET NW SUITE 410
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 200

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA900889389 		  PC GENERAL OPERATING SUPPORT 550

TOBEY ELEMENTARY SCHOOL PTO

8551 EAST LONG LAKE DR
SCOTTS,MI490888717 		  PC GENERAL OPERATING SUPPORT 114

UNITED WAY OF SOUTH CENTRAL MICHIGAN

709 S WESTNEDGE AVE
KALAMAZOO,MI490075099 		  PC GENERAL OPERATING SUPPORT 4,000

UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION

709 S WESTNEDGE AVE
KALAMAZOO,MI490075099 		  PC GENERAL OPERATING SUPPORT 130

VICKSBURG COMMUNITY SCHOOLS

301 S KALAMAZOO AVE
VICKSBURG,MI49097 		  PC GENERAL OPERATING SUPPORT 1,600

VICKSBURG HIGH SCHOOL

501 EAST HIGHWAY
VICKSBURG,MI490971338 		  PC GENERAL OPERATING SUPPORT 250

WATERSHED VOICE

PO BOX 292
THREE RIVERS,MI49093 		  PC GENERAL OPERATING SUPPORT 2,100

WCSG

3181 BRADFORD NE
GRAND RAPIDS,MI49525 		  PC GENERAL OPERATING SUPPORT 1,860

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085200 		  PC GENERAL OPERATING SUPPORT 1,180

WESTWOOD CHRISTIAN REFORMED CHURCH

620 NORTHAMPTON ROAD
KALAMAZOO,MI490062716 		  PC GENERAL OPERATING SUPPORT 3,600

WGVU PUBLIC MEDIA

301 FULTON ST W
GRAND RAPIDS,MI495046492 		  PC GENERAL OPERATING SUPPORT 2,390

WINNING AT HOME

300 S STATE STREET SUITE 13
ZEELAND,MI49464 		  PC GENERAL OPERATING SUPPORT 2,000

WORD OF LIFE CHRISTIAN CHURCH

460 WEST ATHERTON RD
FLINT,MI48507 		  PC GENERAL OPERATING SUPPORT 1,000

YALE UNIVERSITY OFFICE OF DEVELOPMENT

157 CHURCH ST
NEW HAVEN,CT065102100 		  PC GENERAL OPERATING SUPPORT 200

YMCA OF GREATER PITTSBURGH

FOSTER PLAZA 10 680 ANDERSON DRIVE
SUITE 400
PITTSBURGH,PA15220 		  PC GENERAL OPERATING SUPPORT 200

YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF KALAMAZOO MICHIGAN

353 E MICHIGAN AVE
KALAMAZOO,MI490073832 		  PC GENERAL OPERATING SUPPORT 1,380

BENTON HARBOR - FAIRPLAIN LIONS CLUB

PO BOX 8822
BENTON HARBOR,MI49022 		  PC MATCHING GRANT 14,000

BRITISH AND FOREIGN BIBLE SOCIETY

STONEHILL GREEN WESTLEA
SWINDON   SN5 7DG
UK 		    SUPPORTING THE DEVELOPMENT OF CONTENT RELATED TO THE ROLE FAITH PLAYS IN MODERN SOCIETY 10,000

CHEFF THERAPEUTIC RIDING CENTER

8450 N 43RD ST
AUGUSTA,MI490129651 		  PC MATCHING GRANT 6,700

GRAND VALLEY STATE UNIVERSITY

ONE CAMPUS DRIVE
ALLENDALE,MI49401 		  PC TOWARD LOCAL INITIATIVES THAT ENGAGE FAITH COMMUNITIES IN AMEICAN DEMOCRACY 50,000

VANDERBILT UNIVERSITY

PMB 407727 2301 VANDERBILT PL
NASHVILLE,TN372407727 		  PC IN SUPPORT OF A SYMPOSIUM AND BOOK ON THE SACRED AND DE-ENIMIZATION 20,000

IRVING S GILMORE INTERNATIONAL PIANO FESTIVAL

359 S KALAMAZOO MALL STE 101
KALAMAZOO,MI490074843 		  PC MATCHING GRANT 2,700

MICHIGAN HUMANITIES COUNCIL

2364 WOODLAKE DRIVE SUITE 100
OKEMOS,MI48864 		  PC MATCHING GRANT 512

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVE 2ND FL
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING SUPPORT 10,000
Total .................................right arrow 3a 12,365,138
bApproved for future payment

TIDES CENTER
1012 TORNEY AVE
SAN FRANCISCO,CA94129 		  PC GENERAL OPERATING SUPPORT 10,000

UNITARIAN UNIVERSALIST ASSOCIATION
24 FARNSWORTH ST
BOSTON,MA022101409 		  PC GENERAL OPERATING SUPPORT 100,000

APPLE FARM COMMUNITY INC
12291 HOFFMAN RD
THREE RIVERS,MI490938931 		  PC GENERAL OPERATING SUPPORT 600

CULTURE IS NOT OPTIONAL
PO BOX 1
THREE RIVERS,MI49093 		  PC GENERAL OPERATING SUPPORT 1,940

FENWAY HEALTH
1340 BOYLSTON STREET
BOSTON,MA02215 		  PC GENERAL OPERATING SUPPORT 200

YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF KALAMAZOO MICHIGAN
353 E MICHIGAN AVE
KALAMAZOO,MI490073832 		  PC GENERAL OPERATING SUPPORT 100

AND INSTITUTE INC
1500 MARIETTA RD NW STE 4
ATLANTA,GA30818 		  PC GENERAL OPERATING SUPPORT & PARTICIPATION IN A PUBLIC LIFE COLLABORATIVE 100,000

ASPEN INSTITUTE
2300 N ST NW SUITE 700
WASHINGTON,DC200371122 		  PC GENERAL OPERATING SUPPORT & PARTICIPATION IN A PUBLIC LIFE COLLABORATIVE 100,000

BELOVED BUILDERS
35 PARK ST
FLORENCE,MA01062 		  PC GENERAL OPERATING SUPPORT & PARTICIPATION IN A SPIRITUAL INNOVATION COLLABORATIVE 100,000

BRYN MAWR COLLEGE
101 N MERION AVE
BRYN MAWR,PA190102899 		  PC GENERAL OPERATING SUPPORT FOR CHAPLAINCY INNOVATION LAB & PARTICIPATION IN A SPIRITUAL INNOVATION COLLABORATIVE 100,000

CENTER FOR CHRISTIANITY AND PUBLIC LIFE
6031 HOLLINS AVE
BALTIMORE,MD21210 		  PC GENERAL OPERATING SUPPORT & PARTICIPATION IN A PUBLIC LIFE COLLABORATIVE 100,000

CLAL THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP INC
440 PARK AVE SOUTH 4TH FLOOR
NEW YORK,NY10016 		  PC GENERAL OPERATING SUPPORT FOR GLEAN NETWORK & PARTICIPATION IN A SPIRITUAL INNOVATION COLLABORATIVE 100,000

FAITH MATTERS NETWORK COLLABORATIVE
PO BOX 120801
NASHVILLE,TN37212 		  PC GENERAL OPERATING SUPPORT & PARTICIPATION IN A SPIRITUAL INNOVATION COLLABORATIVE 100,000

FORUM FOR THEOLOGICAL EXPLORATION
120 W TRINITY PLACE 4TH FLOOR
DECATUR,GA30030 		  PC GENERAL OPERATING SUPPORT & PARTICIPATION IN A SPIRITUAL INNOVATION COLLABORATIVE 100,000

HINDUS FOR HUMAN RIGHTS INC
300 PASEO DE PARALTA SUITE 107
SANTA FE,NM87501 		  PC GENERAL OPERATING SUPPORT & PARTICIPATION IN A PUBLIC LIFE COLLABORATIVE 100,000

HOLISTIC UNDERGROUND
2323 BROADWAY
OAKLAND,CA94612 		  PC GENERAL OPERATING SUPPORT & PARTICIPATION IN A SPIRITUAL INNOVATION COLLABORATIVE 100,000

MUSLIMS FOR PROGRESSIVE VALUES
1465 TAMARIND AVE 702
LOS ANGELES,CA90028 		  PC GENERAL OPERATING SUPPORT & PARTICIPATION IN A PUBLIC LIFE COLLABORATIVE 100,000

ONE AMERICA MOVEMENT
4450 MITCHELLVILLE RD 1021
BOWIE,MD20716 		  PC GENERAL OPERATING SUPPORT & PARTICIPATION IN A PUBLIC LIFE COLLABORATIVE 100,000

SUFI ORDER INTERNATIONAL NORTH AMERICA
112 EAST CARY ST
RICHMOND,VA23219 		  PC GENERAL OPERATING SUPPORT FOR INAYATIYAA & PARTICIPATION IN A SPIRITUAL INNOVATION COLLABORATIVE 100,000

TIDES CENTER
1012 TORNEY AVENUE
SAN FRANCISCO,CA94129 		  PC GENERAL OPERATING SUPPORT FOR SACRED DESIGN LAB & PARTICIPATION IN A SPIRITUAL INNOVATION COLLABORATIVE 100,000

TRINITY FORUM INC
1015 18TH ST NW STE 201
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT & PARTICIPATION IN A PUBLIC LIFE COLLABORATIVE 100,000

WORLD CONFERENCE OF RELIGIONS FOR PEACE
777 UNITED NATION PLZ 9TH FL
NEW YORK,NY10017 		  PC TO PROMOTE SHARED FLOURISHING WITHIN RELIGIONS FOR PEACE'S GLOBAL NETWORK 2,200,000
Total ................................. right arrow 3b 3,812,840
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 ........... 		         
4 Dividends and interest from securities ....     14 11,303,825  
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 52,767,133  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTIES 		    15 315  
bMISCELLANEOUS INCOME     01 1,485  
cRENTAL INCOME     01 117,752  
dCAFETERIA INCOME     03 25,458  
eSEASONS INCOME     01 14,400  
12 Subtotal. Add columns (b), (d), and (e) .. 0 64,230,368 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
64,230,368
(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 (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:
JOHN E FETZER INSTITUTE INC
EIN:
38-6052788
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & AUDIT FEES 88,665 19,750   88,665

TY 2024 InvestmentsCorpBondsSchedule
Name:
JOHN E FETZER INSTITUTE INC
EIN:
38-6052788
Name of Bond End of Year Book Value End of Year Fair Market Value
BRECKINRIDGE 38,340,699 38,340,699
BRECKINRIDGE 48,058,330 48,058,330

TY 2024 InvestmentsCorpStockSchedule
Name:
JOHN E FETZER INSTITUTE INC
EIN:
38-6052788
Name of Stock End of Year Book Value End of Year Fair Market Value
CBRE CLARION 10,544,019 10,544,019
CORPORATE STOCKS 45,601 45,601
HARDING LOEVNER 9,940,015 9,940,015
MACKENZIE 5,686,369 5,686,369
NORTHERN TRUST 13,687,248 13,687,248
STEWART INVESTORS 27,249,344 27,249,344

TY 2024 InvestmentsOtherSchedule2
Name:
JOHN E FETZER INSTITUTE INC
EIN:
38-6052788
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACACIA FMV 14,652,278 14,652,278
ACACIA FMV 4,734,615 4,734,615
ADAGE FMV 112,593,231 112,593,231
AJO FMV 46,830 46,830
ARIEL FMV 297,356 297,356
BAIN X FMV 1,238,297 1,238,297
BPG / EQUUS FMV 1,158,562 1,158,562
BRECKINRIDGE FMV 1,070,302 1,070,302
BRICKMAN FMV 1,605,439 1,605,439
CBRE CLARION FMV 121,791 121,791
CITY OF LONDON FMV 12,499,919 12,499,919
EUROPA FMV 8,202 8,202
GROTECH FMV 23,125,186 23,125,186
HILLCREST FMV 1,223,236 1,223,236
ILLUMEN CAPITAL FMV 6,461,727 6,461,727
IMPACTIVE CAPITAL FMV 17,632,757 17,632,757
KHP CAPITAL PARTNERS FMV 4,098,582 4,098,582
KNICKERBOCKER FMV 10,200,000 10,200,000
LBA REALTY FMV 2,911,256 2,911,256
MACKENZIE FMV 150,646,356 150,646,356
MACKENZIE FMV 120,108 120,108
MADISON REALTY FMV 8,578,930 8,578,930
MADISON REALTY FMV 2,849,498 2,849,498
NEUMEIER POMA FMV 1,612,567 1,612,567
ORBIS FMV 38,913,958 38,913,958
PATRON FMV 471,451 471,451
PHOENIX ASIA REALTY FMV 6,448,814 6,448,814
RRG FMV 6,144,949 6,144,949
SHORT TERM INVESTMENTS - NORTHERN FMV 4,744,830 4,744,830
SOLEL FMV 25,498,792 25,498,792
TRINITY STREET FMV 51,652,704 51,652,704
WATER PROPERTY INVESTORS FMV 15,619,443 15,619,443
WELLINGTON FMV 69,064,960 69,064,960
WELLINGTON FMV 52,902,022 52,902,022

TY 2024 LegalFeesSchedule
Name:
JOHN E FETZER INSTITUTE INC
EIN:
38-6052788
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 78,651 0   70,630


TY 2024 OtherAssetsSchedule
Name:
JOHN E FETZER INSTITUTE INC
EIN:
38-6052788
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
EMPLOYEE ACCOUNTS RECEIVABLE 2,745 4,094 4,094
INVESTMENT ACCRUALS 1,371,462 1,232,160 1,232,160
TAXES RECEIVABLE 603,000 0 0


TY 2024 OtherExpensesSchedule
Name:
JOHN E FETZER INSTITUTE INC
EIN:
38-6052788
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 610,154 0   804,440
TELEPHONE & COMPUTER SERVICES 614,741 0   562,410
POSTAGE 6,434 0   6,278
EQUIPMENT MAINTENANCE 121,002 0   116,097
MEMBERSHIPS 245,794 0   241,551
LIBRARY 67,344 0   69,416
TRAINING & EMPLOYEE DEVELOPMENT 101,712 0   97,653
CAFETERIA 188,216 0   175,903
INSURANCE & PROPERTY TAXES 216,443 0   216,443
PUBLIC RELATIONS 443,035 0   443,035
MISCELLANEOUS EXPENSES 25,206 7,500   20,775
K-1 PORTFOLIO & INVESTMENT EXPENSES 0 1,787,604   0


TY 2024 OtherIncomeSchedule2
Name:
JOHN E FETZER INSTITUTE INC
EIN:
38-6052788
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 OTHER INVESTMENT INCOME   130,699  
ROYALTIES 315   315
MISCELLANEOUS INCOME 1,485   1,485
RENTAL INCOME 117,752   117,752
CAFETERIA INCOME 25,458   25,458
SEASONS INCOME 14,400   14,400


TY 2024 OtherIncreasesSchedule
Name:
JOHN E FETZER INSTITUTE INC
EIN:
38-6052788
Description Amount
UNREALIZED GAIN (LOSS) 23,555,173


TY 2024 OtherLiabilitiesSchedule
Name:
JOHN E FETZER INSTITUTE INC
EIN:
38-6052788
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 3,877,000 4,092,000
POST RETIREMENT HEALTH 5,300,655 5,484,353
AWARDS PAYABLE 1,345,000 4,036,983


TY 2024 OtherProfessionalFeesSchedule
Name:
JOHN E FETZER INSTITUTE INC
EIN:
38-6052788
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTANT FEES 3,580,306 45,000   3,275,897
INVESTMENT MGMT & CUSTODIAL FEES 1,769,133 1,769,133   0


TY 2024 TaxesSchedule
Name:
JOHN E FETZER INSTITUTE INC
EIN:
38-6052788
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 1,293,655 0   0
FOREIGN TAXES PAID / ACCRUED 0 462,331   0