| Category | Amount |
|---|---|
| NONE |
| Description of Property | Date Acquired | Cost or Other Basis | Prior Years' Depreciation | Computation Method | Rate / Life (# of years) |
Current Year's Depreciation Expense | Net Investment Income | Adjusted Net Income | Cost of Goods Sold Not Included |
|---|
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTING,MI49058 |
2024-07-05 | 5,000 | PROVIDE GRANT FOR GALA IN THE GARDEN | 5,000 | NO | 05/02/2025 | 2025-05-02 | Gala in the Garden was the largest fundraiser of 2024, generating a total of $54,888 in revenue from the July 27 event. With expenses totaling $10,549, the event netted $44,339 in support of the Institute's mission. Approximately 149 guests attended. As in previous years, these funds directly supported our summer research program, which awarded $113,584 in research stipends to college students and faculty mentors. During the summer of 2024, 15 students conducted six research projects, a water quality researcher monitored area lakes, and 10 art and writing fellows completed a five-week residency, deepening their creative practices through connection with the natural world. All funds were expended in alignment with the event's purpose. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2024-07-05 | 3,000 | OVER THE CREEK, THROUGH THE WOODS TRAIL RUN | 3,000 | NO | 05/02/2025 | 2025-05-02 | While the turnout for this year's 5K and fun-run trail run on October 5 was lower than we had hoped, everyone who participated had a great time, and the event was a financial success. The gross income was $5,244 which was raised through event sponsorships, registration fees, and donations. Expenses were $1,554. Funds earned were spent to support the Institute's general operating efforts, including community education, stewardship efforts, and staff development. All funds were spent. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2024-06-06 | 12,000 | CLIMATE RESILIENT LAND MANAGEMENT PROGRAM | 12,000 | NO | 05/02/2025 | 2025-05-02 | Climate Resilient Land Management (CRLM) is a growing initiative at the Institute, engaging staff, volunteers, and students in long-term strategies to strengthen the health and resiliency of our 850-acre preserve in the face of climate change. The initiative combines on-the-ground stewardship with community education, aiming to create a replicable model of climate resilience that others can apply to their own land. In 2024, staff logged 308 hours of planning and coordination time, while an additional 495+ hours of direct climate resilience work-including invasive species removal, native seed collection and planting, and propagation-were completed by community volunteers and Biological Field Station students. Funding from this effort supported the hiring of a part-time stewardship coordinator, who led much of the fieldwork. Stewardship Manager Mary Parr also played a central role. Total donations for the CRLM initiative in 2024 reached $23,000, including $16,000 in private contributions |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2024-10-11 | 17,500 | SCIENCESTRONG PROGRAM | 17,500 | NO | 05/02/2025 | 2025-05-02 | As in previous years, the DeCamp Foundation's $17,500 donation was used as a challenge grant, inspiring our members and supporters to match the contribution totaling over $18,800. Funds raised supported a range of science and environmental education experiences for K-12 students and professional development for educators. During the 2023-2024 school year, the Institute delivered 219 education programs, reaching 7,194 Pre-K through 5th grade student contacts through both classroom visits and field trips. Educators engaged in one book-study program and attended two in-person workshops, and the Institute's science lending library continued to be a valued resource throughout the year. All funds were fully expended in support of these educational initiatives. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTING,MI49058 |
2023-04-25 | 3,000 | PROVIDE GRANT FOR GALA IN THE GARDEN | 3,000 | NO | 01/17/2024 | 2024-01-17 | GALA IN THE GARDEN, WHICH USED TO BE LATESUMMER NIGHT'S GREEN, WAS THE FOUNDATION'S BIGGEST FUNDRAISER FOR 2023. REVENUE FOR THE EVENT TOTALED $49,042; EXPENSES WERE $8,750, NETTING $40,292. THESE DONATIONS HELPED TO FUND MISSION CRITICAL EFFORTS, INCLUDING THE SUMMER RESEARCH PROGRAM, WHICH PROVIDED $107,400 IN RESEARCH STIPENDS TO COLLEGE STUDENTS AND FACULTY MENTORS. DURING THE SUMMER OF 2023, 9 STUDENTS COMPLETED 5 RESEARCH PROJECTS, A WATER QUALITY RESEARCHER SAMPLED AREA LAKES AND 10 ART AND WRITING STUDENTS COMPLETED A FIVE-WEEK RESIDENCY TO HONE THEIR SKILLS BY CONNECTING WITH NATURE. ALL FUNDS WERE SPENT. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2023-04-25 | 1,500 | TAKING FLIGHT IN THE OUTDOORS PROGRAM | 1,500 | NO | 01/17/2024 | 2024-01-17 | PROGRAM TO CELEBRATE NATIONAL GET OUTDOORS DAY HELD ON JUNE 10, 2023. THIRTY-SIX ATTENDEES ENJOYED A LIVE BIRD PROGRAM, VARIOUS ACTIVITIES, AND A PICNIC LUNCH/REFRESHMENTS. SPONSORSHIP FUNDS WERE USED TO OFFSET THIS EVENT'S EXPENSES, ENSURING FAMILIES COULD ENJOY IT. ALL FUNDS WERE SPENT ON THE PROGRAM AND MARKETING EXPENSES OF $1,692. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2023-04-25 | 1,200 | OVER THE CREEK, THROUGH THE WOODS TRAIL RUN | 1,200 | NO | 01/17/2024 | 2024-01-17 | WHILE TURNOUT FOR THIS YEAR'S 5K AND FUN-RUN TRAIL RUN ON APRIL 22, 2023 WAS LOWER THAN HOPED, EVERYONE WHO PARTICIPATED HAD A GREAT TIME AND THE EVENT WAS A FINANCIAL SUCCESS. THE GROSS INCOME WAS $7,787, WHICH WAS RAISED THROUGH EVENT SPONSORSHIPS, REGISTRATION FEES AND DONATIONS. EXPENSES WERE $1,774. FUNDS EARNED WERE SPENT TO SUPPORT THE INSTITUTE'S GENERAL OPERATING EFFORTS, INCLUDING COMMUNITY EDUCATION, STEWARDSHIP EFFORTS, AND STAFF DEVELOPMENT. ALL FUNDS WERE SPENT. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2023-05-09 | 12,000 | CLIMATE RESILIENT LAND MANAGEMENT PROGRAM | 12,000 | NO | 01/17/2024 | 2024-01-17 | CLIMATE RESILIENT LAND MANAGEMENT (CLRM) IS A NEW MAJOR EFFORT FOR THE INSTITUTE AND INVOLVES MOST STAFF MEMBERS. IT IS A WORK PLAN FOR THE LONG-TERM HEALTH AND RESILIENCY OF THE INSTITUTE'S NATURAL AREAS IN RESPONSE TO THE THREATS POSED BY CLIMATE CHANGE. THROUGH HANDS-ON LAND MANAGEMENT ON THE INSTITUTE'S 850 ACRES, THE INSTITUTE IS CREATING A PLAN FOR CLIMATE RESILIENCY TO SHARE WITH OTHER COMMUNITY MEMBERS SO THEY CAN BUILD CLIMATE RESILIENCY ON THEIR PROPERTY. APPROXIMATELY 125 HOURS WERE TRACKED BY STAFF JUST ON MEETINGS AND OFFICE WORK. THE FUNDS SECURED FOR THIS EFFORT ALLOWED THE INSTITUTE TO HIRE A PART-TIME STEWARDSHIP COORDINATOR WHO DID MUCH OF THE ON=SITE LAND MANAGEMENT WORK. STEWARDSHIP MANAGER MARY PARR WAS ALSO VERY INVOLVED WITH THIS EFFORT. TOTAL DONATIONS RECEIVED WERE $25,000 FOR 2023, WHILE TOTAL TRACKED EXPENSES FOR THIS PROJECT WERE $77,289. ALL FUNDS WERE SPENT. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2023-10-26 | 17,500 | SCIENCESTRONG PROGRAM | 17,500 | NO | 01/17/2024 | 2024-01-17 | THIS DONATION SERVED AS A CHALLENGE GRANT TO ENCOURAGE MEMBERS AND OTHER SUPPORTERS TO DONATE AND MATCH THE $17.500 RECEIVED FROM THE DECAMP FOUNDATION. THE FUNDS RAISED ARE USED FOR SCIENCE AND ENVIRONMENTAL EDUCATION OPPORTUNITIES FOR K-12 STUDENTS, PREOFESSIONAL DEVELOPMENT FOR TEACHERS, AND FIELD TRIPS TO THE INSTITUTE. DURING 2022-2023 SCHOOL YEAR, 205 DAYCARE PROGRAMS WERE PROVIDED, THERE WERE 5,671 PRE-K THORUGH 5TH GRADE STUDENT CONTACTS BOTH IN THE CLASSROOM AND DURING FIELD TRIPS, AND TEACHERS PARTICIPATED IN 2 BOOK-STUDY PROGRAMS. TEACHERS UTILIZED THE INSTITUTE'S SCIENCE LENDING LIBRARY AND DIGITAL TEACHER TRAINING HUB REGULARLY. TOTAL FUNDS EXPENDED ON THIS PROGRAM FOR THE 2023 FINANCIAL YEAR WERE $60,027. ALL FUNDS WERE SPENT. |
|
WILLARD & JESSIE PIERCE FOUNDATION |
701 W CLOVERDALE ROAD HASTINGS,MI49058 |
2023-11-27 | 10,000 | AUDITORIUM PROJECTOR PURCHASE AND INSTALLATION | 10,000 | NO | 01/17/2024 | 2024-01-17 | THIS DONATION WAS USED TO PURCHASE AND INSTALL A NEW PROJECTOR IN THE INSTITUTE'S AUDITORIUM. THE EPSON 7000 SHORT-THROW PROFESSIONAL 3LCD LASER PROJECTOR COST WAS $18,997, WHICH INCLUDED INSTALLATION. AN ADDITIONAL OUTLET WAS ALSO NEEDED FOR INSTALLATION, WHICH COST $615. ALL FUNDS WERE SPENT. |
|
VFW Post 8260 Thornapple Valley |
PO Box 940 Nashville,MI490739207 |
2024-04-23 | 15,000 | Renovations of post headquarters, including kitchen and flooring. | 15,000 | NO | 06/01/2025 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| GRAND WEALTH MGMT: | AT COST | ||
| DFA INTERNATIONAL CORE EQUITY | 1,203,888 | 1,641,524 | |
| DFA US CORE EQUITY | 1,537,400 | 4,292,739 | |
| DFA EMERGING MRKTS CORE EQU PO | 501,822 | 643,256 | |
| DFA REAL ESTATE SEC PRTF INSTL | 298,187 | 346,595 | |
| DFA GLOBAL CORE PLUS FIXED INC | 1,208,255 | 1,105,902 | |
| VANGUARD CORE BOND FUND ADMIRA | 1,152,210 | 1,114,637 | |
| VANGUARD SHORT TERM INVMT ADM | 531,996 | 546,402 | |
| DIMENSIONAL ETF TRUST GLOBAL C | 52,454 | 51,087 | |
| VANGUARD MALVERN FUNDS CORE BD | 34,354 | 33,508 | |
| VANGUARD SCOTTSDALE FDS VANGUA | 33,034 | 32,842 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| COUNCIL OF MI FDN FEES | 3,000 | 3,000 | ||
| STATE OF MI ANNUAL REPORT | 20 | 20 | ||
| FHI MANAGEMENT EXPENSES | 109,033 | 54,516 | 54,517 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| GWM (FIDELITY) ACCOUNT FEES | 39,425 | 39,425 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAXES - GWM (FIDELITY) | 5,401 | 5,401 |