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
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE MEIJER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 230345
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRAND RAPIDS, MI49523
A Employer identification number

38-6575227
B Telephone number (see instructions)

(616) 888-3360
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$144,540,697
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 49,903,025
2 Check right arrow.............
3 Interest on savings and temporary cash investments 186,703 186,703  
4 Dividends and interest from securities... 1,303,639 2,426,597  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -327,819
b Gross sales price for all assets on line 6a 36,079,635
7 Capital gain net income (from Part IV, line 2)... 200,625
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)....... 179,289 146,239  
12 Total. Add lines 1 through 11........ 51,244,837 2,960,164  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,449 0   82,449
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 32,265 4,840   27,425
b Accounting fees (attach schedule)....... 14,564 8,738   5,825
c Other professional fees (attach schedule).... 1,078,409 802,409   276,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 52,870 106,062   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 56,219 17,449   38,770
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,316,776 939,498   430,469
25 Contributions, gifts, grants paid....... 20,304,517 20,304,517
26 Total expenses and disbursements. Add lines 24 and 25 21,621,293 939,498   20,734,986
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 29,623,544
b Net investment income (if negative, enter -0-) 2,020,666
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 8,430,852 8,913,729 8,913,729
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 10,441,448 Click to see attachment
List of Attached Documents:
// Content
10,493,831
9,836,045
b Investments—corporate stock (attach schedule)....... 45,858,934 Click to see attachment
List of Attached Documents:
// Content
71,686,120
69,071,448
c Investments—corporate bonds (attach schedule)....... 35,774,408 Click to see attachment
List of Attached Documents:
// Content
34,533,042
31,597,338
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
17,598,253
Click to see attachment
List of Attached Documents:
// Content
23,465,858
Click to see attachment
List of Attached Documents:
// Content
25,122,137
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 118,103,895 149,092,580 144,540,697
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........ 118,103,895 149,092,580
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 118,103,895 149,092,580
30 Total liabilities and net assets/fund balances (see instructions). 118,103,895 149,092,580
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
118,103,895
2
Enter amount from Part I, line 27a .....................
2
29,623,544
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,365,141
4
Add lines 1, 2, and 3 ..........................
4
149,092,580
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
149,092,580
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a NORTHERN TRUST 17-90364 - PUBLICLY TRADED SECURITIES      
b NORTHERN TRUST 17-90364 - PUBLICLY TRADED SECURITIES      
c NORTHERN TRUST 44-15339 - PUBLICLY TRADED SECURITIES      
d NORTHERN TRUST 44-66285 - PUBLICLY TRADED SECURITIES      
e NORTHERN TRUST 44-66285 - PUBLICLY TRADED SECURITIES      
NORTHERN TRUST 44-97300 - PUBLICLY TRADED SECURITIES      
NORTHERN TRUST 44-97300 - PUBLICLY TRADED SECURITIES      
NORTHERN TRUST 44-77870 - PUBLICLY TRADED SECURITIES      
NORTHERN TRUST 44-77870 - PUBLICLY TRADED SECURITIES      
NORTHERN TRUST 44-77871 - PUBLICLY TRADED SECURITIES      
NORTHERN TRUST 44-77871 - PUBLICLY TRADED SECURITIES      
FROM K-1: BDT CAPITAL PARTNERS FUND I-A P    
FROM K-1: BDT CAPITAL PARTNERS FUND I-A P    
FROM K-1: BDT CAPITAL PARTNERS FUND II (TE) P    
FROM K-1: FIAM TACTICAL BOND FUND, LP P    
FROM K-1: FIAM TACTICAL BOND FUND, LP P    
FROM K-1: GA CERTIFIED SPE, LLC P    
FROM K-1: GA VENTURE FUND III, LLC P    
FROM K-1: GA VENTURE FUND II, LLC P    
FROM K-1: HARDMAN JOHNSTON INTERNATIONAL EQUITY FUND II LP P    
FROM K-1: HARDMAN JOHNSTON INTERNATIONAL EQUITY FUND II LP P    
FROM K-1: HOPEN LIFE SCIENCE FUND II P    
FROM K-1: PLYMOUTH VENTURE PARTNERS III, LP P    
FROM K-1: PLYMOUTH VENTURE PARTNERS III, LP P    
FROM K-1: PERENNIAL REAL ESTATE FUND, LP P    
FROM K-1: PERENNIAL REAL ESTATE FUND, LP P    
FROM K-1: POLUNIN EMERGING MARKETS SMALL CAP FUND, LLC P    
FROM K-1: POLUNIN EMERGING MARKETS SMALL CAP FUND, LLC P    
FROM K-1: STATE STREET 3-10 YEAR US TREASURY INDEX P    
FROM K-1: STATE STREET 3-10 YEAR US TREASURY INDEX P    
FROM K-1: STATE STREET MSCI 100% HEDGED TO USD INDEX P    
FROM K-1: STATE STREET MSCI 100% HEDGED TO USD INDEX P    
FROM K-1: STATE STREET US TREASURY INFLATION PROTECTED SECURITIES P    
FROM K-1: STATE STREET US TREASURY INFLATION PROTECTED SECURITIES P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 145,325   162,973 -17,648
b 167,772   201,211 -33,439
c 241,763   241,418 187
d 17,798,771   19,623,181 -1,824,410
e 5,534,425   4,166,702 1,367,723
8,023,779   8,023,421 358
2,010,702   2,010,681 21
635,486   652,221 -16,735
736,287   662,640 73,647
232,145   298,537 -66,392
254,244   364,311 -110,067
      -8,532
      -7,741
      13,597
      -59,320
      -40,881
      47,597
      1,865
      43,130
      -26,242
      56,928
      -114,551
      6,391
      58,478
      -17
      1,098
      -20,789
      197,137
      -40,989
      -104,948
      26,421
      467,906
      -2,699
      34,605
298,936     298,936
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       -17,648
b       -33,439
c       187
d       -1,824,410
e       1,367,723
      358
      21
      -16,735
      73,647
      -66,392
      -110,067
      -8,532
      -7,741
      13,597
      -59,320
      -40,881
      47,597
      1,865
      43,130
      -26,242
      56,928
      -114,551
      6,391
      58,478
      -17
      1,098
      -20,789
      197,137
      -40,989
      -104,948
      26,421
      467,906
      -2,699
      34,605
      298,936
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 2 200,625
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
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 28,087
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 28,087
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 28,087
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 95,840
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 95,840
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 67,753
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow67,753 Refundedright arrow 11 0
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 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 2022 or the taxable year beginning in 2022? 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
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowHILARY K ROELOFS Telephone no.right arrow (616) 888-3360

Located atright arrow171 MONROE AVENUE NW SUITE 500GRAND RAPIDSMI ZIP+4right arrow49503
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 2022, 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
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HENDRIK G MEIJER TRUSTEE
0.50
0 0 0
C/O MEIJER CORPORATE HEADQUARTERS
2929 WALKER NW
GRAND RAPIDS,MI49544
DOUGLAS F MEIJER TRUSTEE
0.40
0 0 0
C/O MEIJER CORPORATE HEADQUARTERS
2929 WALKER NW
GRAND RAPIDS,MI49544
MARK D MEIJER TRUSTEE
0.80
0 0 0
C/O MEIJER CORPORATE HEADQUARTERS
2929 WALKER NW
GRAND RAPIDS,MI49544
STACIE BEHLER EXECUTIVE DIRECTOR
1.70
0 0 0
C/O MEIJER CORPORATE HEADQUARTERS
2929 WALKER NW
GRAND RAPIDS,MI49544
CARA JONES INTERIM EXECUTIVE DIRECTOR
29.30
82,449 4,481 2,051
171 MONROE AVENUE NW SUITE 500
GRAND RAPIDS,MI49503
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GREENVILLE ASSET MANAGEMENT LLC ADMINISTRATIVE & INVESTMENT FEES 350,000
PO BOX 230168
GRAND RAPIDS,MI49523
GREENVILLE PARTNERS LLC ADMINISTRATIVE & INVESTMENT FEES 251,000
PO BOX 230345
GRAND RAPIDS,MI49523
NORTHERN TRUST INT'L BANKING CORP INVESTMENT FEES 191,293
3 SECOND STREET STE 1401
JERSEY CITY,NJ073113988
NEPC LLC INVESTMENT FEES 75,843
255 STATE STREET
BOSTON,MA02109
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
135,098,473
b
Average of monthly cash balances.......................
1b
14,843,453
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
149,941,926
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
149,941,926
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,249,129
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
147,692,797
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,384,640
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
7,384,640
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
28,087
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,087
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,356,553
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,356,553
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
7,356,553
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
20,734,986
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
20,734,986
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 7,356,553
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 9,480,295
b From 2018...... 32,431,143
c From 2019...... 29,431,765
d From 2020...... 22,388,482
e From 2021...... 31,963,042
f Total of lines 3a through e ........ 125,694,727
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 20,734,986
a Applied to 2021, 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 2022 distributable amount..... 7,356,553
e Remaining amount distributed out of corpus 13,378,433
5 Excess distributions carryover applied to 2022. 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 5 139,073,160
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
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 2017 not
applied on line 5 or line 7 (see instructions) ...
9,480,295
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
129,592,865
10 Analysis of line 9:
a Excess from 2018.... 32,431,143
b Excess from 2019.... 29,431,765
c Excess from 2020.... 22,388,482
d Excess from 2021.... 31,963,042
e Excess from 2022.... 13,378,433
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, 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) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
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

ACADEMY FOR GLOBAL CITIZENSHIP CHARTER SCHOOL

4647 W 47TH ST
CHICAGO,IL60632
NONE PC CAPITAL CAMPAIGN 125,000

ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY

98 FULTON ST E UNIT 101
GRAND RAPIDS,MI49503
NONE PC GENERAL OPERATING SUPPORT 3,500

ALPHA GRAND RAPIDS

1725 DIVISION AVE S
GRAND RAPIDS,MI49507
NONE PC GENERAL OPERATING SUPPORT 10,000

AMERICAN WRITERS MUSEUM FOUNDATION

180 N MICHIGAN AVE STE 300
CHICAGO,IL60601
NONE PC GENERAL OPERATING SUPPORT 150,000

BASE CAMP URBAN OUTREACH

245 COLRAIN STREET SW
GRAND RAPIDS,MI49548
NONE PC CAPITAL CAMPAIGN 50,000

BETHANY CHRISTIAN SERVICES INC

901 EASTERN AVE NE
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 50,000

BLANDFORD NATURE CENTER

1715 HILLBURN AVE NW
GRAND RAPIDS,MI49504
NONE PC CAPITAL CAMPAIGN 100,000

BLESSINGS IN A BACKPACK INC

PO BOX 950291
LOUISVILLE,KY40295
NONE PC GENERAL OPERATING SUPPORT 100,000

BOY SCOUTS OF AMERICA - MICHIGAN CROSSROADS COUNCIL

14258 MICHIGAN ST
EAGLE,MI48822
NONE PC PROJECT/PROGRAM SUPPORT 50,000

BOYS & GIRLS CLUBS OF GRAND RAPIDS YOUTH COMMONWEALTH

235 STRAIGHT AVE NW
GRAND RAPIDS,MI49504
NONE PC PROJECT/PROGRAM SUPPORT 25,000

BOYS AND GIRLS CLUB OF THE MUSKEGON LAKESHORE

PO BOX 1018
MUSKEGON,MI49443
NONE PC CAPITAL CAMPAIGN 50,000

CALVIN UNIVERSITY

3201 BURTON ST SE
GRAND RAPIDS,MI49546
NONE PC PROJECT/PROGRAM SUPPORT 10,000

CASCADE COMMUNITY FOUNDATION

6757 CASCADE RD SE SUITE 105
GRAND RAPIDS,MI49546
NONE PC GENERAL OPERATING SUPPORT 7,500

CATHOLIC CENTRAL HIGH SCHOOL

319 SHELDON BLVD SE
GRAND RAPIDS,MI49503
NONE PC SCHOLARSHIPS 10,000

CENTRAL MICHIGAN UNIVERSITY

1200 S FRANKLIN ST
MT PLEASANT,MI48859
NONE PC PROJECT/PROGRAM SUPPORT 105,000

CHILDRENS HEALING CENTER

1530 FULTON ST E
GRAND RAPIDS,MI49503
NONE PC GENERAL OPERATING SUPPORT 25,000

CITY OF GREENVILLE

411 SOUTH LAFAYETTE
GREENVILLE,MI48838
NONE PC MATCHING 116,350

CONDUCTIVE LEARNING CENTER OF NORTH AMERICA

2401 CAMELOT CT SE STE J
GRAND RAPIDS,MI49546
NONE PC GENERAL OPERATING SUPPORT 110,000

CORNER HEALTH CENTER

47 N HURON ST
YPSILANTI,MI48197
NONE PC GENERAL OPERATING SUPPORT 25,000

CRITTER BARN

9275 ADAMS ST
ZEELAND,MI49464
NONE PC PROJECT/PROGRAM SUPPORT 233,333

D A BLODGETT FOR CHILDREN

805 LEONARD ST NE
GRAND RAPIDS,MI49503
NONE PC CAPITAL CAMPAIGN 100,000

DAVENPORT UNIVERSITY

6191 KRAFT AVE SE
GRAND RAPIDS,MI49512
NONE PC GENERAL OPERATING SUPPORT 6,000

DEGAGE MINISTRIES

144 DIVISION AVE S
GRAND RAPIDS,MI49503
NONE PC CAPITAL CAMPAIGN 325,000

DETROIT HORSE POWER

8425 W MCNICHOLS RD
DETROIT,MI48221
NONE PC CAPITAL CAMPAIGN 200,000

DIATRIBE INC

PO BOX 2582
GRAND RAPIDS,MI49501
NONE PC PROJECT/PROGRAM SUPPORT 40,000

DISABILITY ADVOCATES OF KENT COUNTY

160 68TH ST SW 125
GRAND RAPIDS,MI49548
NONE PC CAPITAL CAMPAIGN 100,000

DOWN SYNDROME ASSOCIATION OF WEST MICHIGAN FOUNDATION

160 68TH ST SW SUITE 110
GRAND RAPIDS,MI49548
NONE PC CAPITAL CAMPAIGN 50,000

ELE'S PLACE

1145 W OAKLAND AVE
LANSING,MI48915
NONE PC PROJECT/PROGRAM SUPPORT 20,000

FAITH COMMUNITY CHRISTIAN ASSOCIATION

9614 FISK RD
BELDING,MI48809
NONE PC CAPITAL CAMPAIGN 20,000

FAMILY OUTREACH CENTER

1939 DIVISION AVE S
GRAND RAPIDS,MI49507
NONE PC GENERAL OPERATING SUPPORT 150,000

FAMILY PROMISE OF GRAND RAPIDS

516 CHERRY ST SE
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 216,667

FERRIS STATE UNIVERSITY

420 OAK STREET PRK 257
BIG RAPIDS,MI49307
NONE PC PROJECT/PROGRAM SUPPORT 120,000

FOUNDATION FOR THE CAROLINAS

220 N TRYON ST
CHARLOTTE,NC28202
NONE PC GENERAL OPERATING SUPPORT 50,000

FRIENDS OF BERRIEN COUNTY TRAILS

PO BOX 371
NEW BUFFALO,MI49117
NONE PC PROJECT/PROGRAM SUPPORT 10,000

FRIENDS OF THEODORE ROETHKE FOUNDATION

PO BOX 6001
SAGINAW,MI48608
NONE PC GENERAL OPERATING SUPPORT 1,000

GERALD R FORD FOUNDATION

303 PEARL ST NW
GRAND RAPIDS,MI49504
NONE PC GENERAL OPERATING SUPPORT 5,000

GRAND RAPIDS ART MUSEUM

101 MONROE CENTER ST NW
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 415,000

GRAND VALLEY STATE UNIVERSITY

1 CAMPUS DR
ALLENDALE,MI49401
NONE PC CAPITAL CAMPAIGN 100,000

GRAND VALLEY UNIVERSITY FOUNDATION

1 CAMPUS DR
ALLENDALE,MI49401
NONE PC CAPITAL CAMPAIGN 15,000

GRANDVILLE AVENUE ARTS AND HUMANITIES INC

644 GRANDVILLE AVENUE SW
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 25,000

GREAT LAKES CENTER FOR THE ARTS

800 BAY HARBOR DR
BAY HARBOR,MI49770
NONE PC CAPITAL CAMPAIGN 50,000

HAWK MIGRATION ASSOCIATION OF NORTH AMERICA INC

PO BOX 182316
SHELBY TWP,MI48318
NONE PC PROJECT/PROGRAM SUPPORT 10,000

HEART OF WEST MICHIGAN UNITED WAY

118 COMMERCE AVE SW
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 100,000

HISTORICAL SOCIETY OF MICHIGAN

7435 WESTSHIRE DR
LANSING,MI48917
NONE PC PROJECT/PROGRAM SUPPORT 245,000

HOLLAND HISTORICAL TRUST

31 W 10TH ST
HOLLAND,MI49423
NONE PC PROJECT/PROGRAM SUPPORT 20,000

HOME REPAIR SERVICES

1100 DIVISION AVE S
GRAND RAPIDS,MI49507
NONE PC PROJECT/PROGRAM SUPPORT 50,000

HOSPICE OF MICHIGAN INC

2366 OAK VALLEY DR
ANN ARBOR,MI48103
NONE PC PROJECT/PROGRAM SUPPORT 50,000

I UNDERSTAND

PO BOX 822
ADA,MI49301
NONE PC GENERAL OPERATING SUPPORT 100,000

ICCF COMMUNITY HOMES

415 MARTIN LUTHER KING JR ST100
GRAND RAPIDS,MI49507
NONE PC GENERAL OPERATING SUPPORT 55,000

INSTRUMENTS OF HOPE

PO BOX 140761
GRAND RAPIDS,MI49514
NONE PC CAPITAL CAMPAIGN 10,000

JOHN BALL ZOOLOGICAL SOCIETY

1300 FULTON ST W
GRAND RAPIDS,MI49504
NONE PC CAPITAL CAMPAIGN 200,000

KCONNECT

401 HALL STREET SW SUITE 385
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 50,000

KENT COUNTY HABITAT FOR HUMANITY

425 PLEASANT ST SW
GRAND RAPIDS,MI49503
NONE PC GENERAL OPERATING SUPPORT 100,000

KENT SCHOOL SERVICES NETWORK

1633 E BELTLINE AVE NE STE 205
GRAND RAPIDS,MI49525
NONE PC GENERAL OPERATING SUPPORT 25,000

LIBRARY OF MICHIGAN FOUNDATION

PO BOX 11027
LANSING,MI48901
NONE PC PROJECT/PROGRAM SUPPORT 10,000

MAKE-A-WISH FOUNDATION OF MICHIGAN

7600 GRAND RIVER RD STE 175
BRIGHTON,MI48114
NONE PC GENERAL OPERATING SUPPORT 200,000

MARY FREE BED REHABILITATION HOSPITAL FOUNDATION

235 WEALTHY ST SE
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 166,667

MICHIGAN HUMANITIES COUNCIL

2364 WOODLAKE DR STE 100
OKEMOS,MI48864
NONE PC PROJECT/PROGRAM SUPPORT 100,000

MICHIGAN PHYSICAL FITNESS HEALTH AND SPORTS FOUNDATION

PO BOX 27187
LANSING,MI48909
NONE PC CAPITAL CAMPAIGN 500,000

MID MICHIGAN HONOR FLIGHT INC

PO BOX 385
MECOSTA,MI49332
NONE PC PROJECT/PROGRAM SUPPORT 25,000

MONTCALM COMMUNITY COLLEGE FOUNDATION

2800 COLLEGE DR
SIDNEY,MI48885
NONE PC CAPITAL CAMPAIGN 150,000

MUSKEGON MUSEUM OF ART FOUNDATION

296 W WEBSTER AVE
MUSKEGON,MI49440
NONE PC PROJECT/PROGRAM SUPPORT 70,000

NATIONAL CONSTITUTION CENTER

525 ARCH ST
PHILADELPHIA,PA19106
NONE PC GENERAL OPERATING SUPPORT 250,000

NATURE CONSERVANCY - MICHIGAN CHAPTER

101 EAST CESAR E CHAVEZ AVE
LANSING,MI48906
NONE PC GENERAL OPERATING SUPPORT 250,000

NORTH CENTRAL MICHIGAN COLLEGE FOUNDATION

1515 HOWARD ST
PETOSKEY,MI49770
NONE PC CAPITAL CAMPAIGN 100,000

ODC NETWORK

4214 56TH ST
HOLLAND,MI49423
NONE PC GENERAL OPERATING SUPPORT 50,000

OHIO NORTHERN UNIVERSITY

525 SOUTH MAIN STREET
ADA,OH45810
NONE PC PROJECT/PROGRAM SUPPORT 250,000

OTTAWA COUNTY PARKS FOUNDATION INC

12220 FILLMORE ST
WEST OLIVE,MI49460
NONE PC CAPITAL CAMPAIGN 100,000

PAWS WITH A CAUSE

4646 DIVISION ST
WAYLAND,MI49348
NONE PC CAPITAL CAMPAIGN 100,000

SAFE HAVEN MINISTRIES INC

2627 BIRCHCREST DR SE
GRAND RAPIDS,MI49506
NONE PC PROJECT/PROGRAM SUPPORT 50,000

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607
NONE PC GENERAL OPERATING SUPPORT 25,000

SENIOR NEIGHBORS INC

678 FRONT AVE NW STE 205
GRAND RAPIDS,MI49504
NONE PC GENERAL OPERATING SUPPORT 12,500

SPECIAL OLYMPICS MICHIGAN INC

CENTRAL MICHIGAN UNIV
MOUNT PLEASANT,MI48859
NONE PC CAPITAL CAMPAIGN 250,000

SPECTRUM HEALTH FOUNDATION

100 MICHIGAN ST NE MC 999
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 50,000

SPECTRUM HEALTH UNITED

100 MICHIGAN ST NE MC 406
GRAND RAPIDS,MI49503
NONE PC GENERAL OPERATING SUPPORT 10,000

ST CECILIA MUSIC SOCIETY

24 RANSOM AVE NE
GRAND RAPIDS,MI49503
NONE PC GENERAL OPERATING SUPPORT 50,000

STEM GREENHOUSE INC

1420 BERKSHIRE DR SE
GRAND RAPIDS,MI49508
NONE PC PROJECT/PROGRAM SUPPORT 25,000

STREAMS OF HOPE

280 60TH ST SE
GRAND RAPIDS,MI49548
NONE PC CAPITAL CAMPAIGN 125,000

THE FERRIS FOUNDATION

420 OAK STREET PRAKKEN 101
BIG RAPIDS,MI49307
NONE PC SCHOLARSHIPS 150,000

THE HENRY FORD

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

THE HURON COUNTY COMMUNITY FOUNDATION

PO BOX 56
BAD AXE,MI48413
NONE PC PROJECT/PROGRAM SUPPORT 25,000

THE NETHERLAND-AMERICA FOUNDATION

505 EIGHT AVE SUITE 12A-05
NEW YORK,NY10018
NONE PC PROJECT/PROGRAM SUPPORT 10,000

THE OHIO STATE UNIVERSITY FOUNDATION

PO BOX 710811
COLUMBUS,OH43271
NONE PC SCHOLARSHIPS 300,000

TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS

3033 WILSON BOULEVARD THIRD FLOOR
ARLINGTON,VA22201
NONE PC PROJECT/PROGRAM SUPPORT 25,000

UMRC & PORTER HILLS FOUNDATION

1049 EAST PARIS AVE SE
GRAND RAPIDS,MI49546
NONE PC GENERAL OPERATING SUPPORT 105,000

UNIVERSITY OF MICHIGAN - COLLEGE OF LITERATURE SCIENCE AND THE ARTS

3003 S STATE ST 5082 WOLVERINE TWR
ANN ARBOR,MI48109
NONE PC PROJECT/PROGRAM SUPPORT 25,000

VAN ANDEL RESEARCH INSTITUTE

333 BOSTWICK AVE NE
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 155,000

VILLAGE OF LAKEVIEW

315 LINCOLN AVE
LAKEVIEW,MI48850
NONE GOV PROJECT/PROGRAM SUPPORT 100,000

VISION TO LEARN

12100 WILSHIRE BLVD STE 1275
LOS ANGELES,CA90025
NONE PC PROJECT/PROGRAM SUPPORT 25,000

WEST MICHIGAN AVIATION ACADEMY FOUNDATION

5363 44TH ST SE
GRAND RAPIDS,MI49512
NONE PC PROJECT/PROGRAM SUPPORT 15,000

WEST MICHIGAN CENTER FOR ARTS AND TECHNOLOGY

614 FIRST ST NW SUITE 300
GRAND RAPIDS,MI49504
NONE PC PROJECT/PROGRAM SUPPORT 50,000

WEST MICHIGAN CONSTRUCTION INSTITUTE

801 CENTURY AVE SW
GRAND RAPIDS,MI49503
NONE PC CAPITAL CAMPAIGN 50,000

WEST MICHIGAN HORTICULTURAL SOCIETY INC

1000 E BELTLINE AVE NE
GRAND RAPIDS,MI49525
NONE PC CAPITAL CAMPAIGN 11,000,000

WEST MICHIGAN SYMPHONY THE BLOCK

360 W WESTERN AVE STE 200
MUSKEGON,MI49440
NONE PC PROJECT/PROGRAM SUPPORT 10,000

WEST MICHIGAN TRAILS & GREENWAYS

1345 MONROE AVE NW STE 244
GRAND RAPIDS,MI49505
NONE PC GENERAL OPERATING SUPPORT 456,000

WILLARD G PIERCE AND JESSIE M PIERCE FOUNDATION

701 W CLOVERDALE RD
HASTINGS,MI49058
NONE POF PROJECT/PROGRAM SUPPORT 10,000

WOMEN'S RESOURCE CENTER

678 FRONT AVE NW STE 180
GRAND RAPIDS,MI49504
NONE PC CAPITAL CAMPAIGN 200,000

WORLD AFFAIRS COUNCIL OF WESTERN MICHIGAN

1700 FULTON ST E
GRAND RAPIDS,MI49506
NONE PC PROJECT/PROGRAM SUPPORT 35,000
Total .................................right arrow 3a 20,304,517
bApproved for future payment

AMERICAN WRITERS MUSEUM FOUNDATION
180 N MICHIGAN AVE STE 300
CHICAGO,IL60601
NONE PC GENERAL OPERATING SUPPORT 300,000

ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
456 CHERRY ST SE
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 75,000

AYA YOUTH COLLECTIVE
320 STATE ST SE
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 37,500

BETHANY CHRISTIAN SERVICES INC
901 EASTERN AVE NE
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 25,000

BLANDFORD NATURE CENTER
1715 HILLBURN AVE NW
GRAND RAPIDS,MI49504
NONE PC CAPITAL CAMPAIGN 400,000

BOY SCOUTS OF AMERICA - MICHIGAN CROSSROADS COUNCIL
14258 MICHIGAN ST
EAGLE,MI48822
NONE PC PROJECT/PROGRAM SUPPORT 150,000

BOYS & GIRLS CLUBS OF GRAND RAPIDS YOUTH COMMONWEALTH
235 STRAIGHT AVE NW
GRAND RAPIDS,MI49504
NONE PC PROJECT/PROGRAM SUPPORT 25,000

CATHOLIC CHARITIES WEST MICHIGAN
40 JEFFERSON AVE SE
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 20,000

CHILDRENS HEALING CENTER
1530 FULTON ST E
GRAND RAPIDS,MI49503
NONE PC GENERAL OPERATING SUPPORT 50,000

CONDUCTIVE LEARNING CENTER OF NORTH AMERICA
2401 CAMELOT CT SE STE J
GRAND RAPIDS,MI49546
NONE PC GENERAL OPERATING SUPPORT 240,000

CORNER HEALTH CENTER
47 N HURON ST
YPSILANTI,MI48197
NONE PC GENERAL OPERATING SUPPORT 100,000

CRITTER BARN
9275 ADAMS ST
ZEELAND,MI49464
NONE PC PROJECT/PROGRAM SUPPORT 233,333

DAVENPORT UNIVERSITY
6191 KRAFT AVE SE
GRAND RAPIDS,MI49512
NONE PC GENERAL OPERATING SUPPORT 4,000

DEPARTMENT OF NATURAL RESOURCES
530 W ALLEGAN STREET PO BOX 30028
LANSING,MI48909
NONE PC PROJECT/PROGRAM SUPPORT 400,000

DETROIT HORSE POWER
8425 W MCNICHOLS RD
DETROIT,MI48221
NONE PC CAPITAL CAMPAIGN 200,000

DIATRIBE INC
PO BOX 2582
GRAND RAPIDS,MI49501
NONE PC PROJECT/PROGRAM SUPPORT 150,000

E4E RELIEF LLC
220 N TRYON ST
CHARLOTTE,NC28202
NONE PC PROJECT/PROGRAM SUPPORT 250,000

ELE'S PLACE
1145 W OAKLAND AVE
LANSING,MI48915
NONE PC PROJECT/PROGRAM SUPPORT 100,000

FAITH HOSPICE
2100 RAYBROOK ST SE
GRAND RAPIDS,MI49546
NONE PC PROJECT/PROGRAM SUPPORT 50,000

FAMILY PROMISE OF GRAND RAPIDS
516 CHERRY ST SE
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 333,333

FERRIS STATE UNIVERSITY
420 OAK STREET PRK 257
BIG RAPIDS,MI49307
NONE PC PROJECT/PROGRAM SUPPORT 310,000

FOUNDATION FOR THE CAROLINAS
220 N TRYON ST
CHARLOTTE,NC28202
NONE PC GENERAL OPERATING SUPPORT 50,000

GERALD R FORD FOUNDATION
303 PEARL ST NW
GRAND RAPIDS,MI49504
NONE PC GENERAL OPERATING SUPPORT 8,344

GRAND RAPIDS ART MUSEUM
101 MONROE CENTER ST NW
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 240,000

GRAND RAPIDS SYMPHONY
300 OTTAWA AVE NW
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 225,000

GRAND VALLEY STATE UNIVERSITY
1 CAMPUS DR
ALLENDALE,MI49401
NONE PC CAPITAL CAMPAIGN 500,000

GRANDVILLE AVENUE ARTS AND HUMANITIES INC
644 GRANDVILLE AVENUE SW
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 50,000

HAWK MIGRATION ASSOCIATION OF NORTH AMERICA INC
PO BOX 182316
SHELBY TWP,MI48318
NONE PC PROJECT/PROGRAM SUPPORT 10,000

HEART OF WEST MICHIGAN UNITED WAY
118 COMMERCE AVE SW
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 200,000

HOSPICE OF MICHIGAN INC
2366 OAK VALLEY DR
ANN ARBOR,MI48103
NONE PC PROJECT/PROGRAM SUPPORT 50,000

I UNDERSTAND
PO BOX 822
ADA,MI49301
NONE PC GENERAL OPERATING SUPPORT 101,500

ICCF COMMUNITY HOMES
415 MARTIN LUTHER KING JR ST100
GRAND RAPIDS,MI49507
NONE PC GENERAL OPERATING SUPPORT 110,000

KENT SCHOOL SERVICES NETWORK
1633 E BELTLINE AVE NE STE 205
GRAND RAPIDS,MI49525
NONE PC GENERAL OPERATING SUPPORT 75,000

LIBRARY OF MICHIGAN FOUNDATION
PO BOX 11027
LANSING,MI48901
NONE PC PROJECT/PROGRAM SUPPORT 10,000

LITERACY CENTER OF WEST MICHIGAN
1120 MONROE AVE NW STE 240
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 200,000

MAKE-A-WISH FOUNDATION OF MICHIGAN
7600 GRAND RIVER RD STE 175
BRIGHTON,MI48114
NONE PC GENERAL OPERATING SUPPORT 400,000

MARY FREE BED REHABILITATION HOSPITAL FOUNDATION
235 WEALTHY ST SE
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 166,667

MICHIGAN STATE UNIVERSITY COLLEGE OF HUMAN MEDICINE
426 AUDITORIUM RD ROOM 360 EAST
LANSING,MI48824
NONE PC PROJECT/PROGRAM SUPPORT 650,000

MICHIGAN TRAIL FUND
1213 CENTER ST STE D
LANSING,MI48906
NONE PC PROJECT/PROGRAM SUPPORT 2,500,000

MID MICHIGAN HONOR FLIGHT INC
PO BOX 385
MECOSTA,MI49332
NONE PC PROJECT/PROGRAM SUPPORT 25,000

MONTCALM COMMUNITY COLLEGE FOUNDATION
2800 COLLEGE DR
SIDNEY,MI48885
NONE PC CAPITAL CAMPAIGN 150,000

MUSKEGON MUSEUM OF ART FOUNDATION
296 W WEBSTER AVE
MUSKEGON,MI49440
NONE PC PROJECT/PROGRAM SUPPORT 175,000

NATIONAL CONSTITUTION CENTER
525 ARCH ST
PHILADELPHIA,PA19106
NONE PC GENERAL OPERATING SUPPORT 300,000

NATURE CONSERVANCY - MICHIGAN CHAPTER
101 EAST CESAR E CHAVEZ AVE
LANSING,MI48906
NONE PC GENERAL OPERATING SUPPORT 500,000

NORTH CENTRAL MICHIGAN COLLEGE FOUNDATION
1515 HOWARD ST
PETOSKEY,MI49770
NONE PC CAPITAL CAMPAIGN 100,000

ODC NETWORK
4214 56TH ST
HOLLAND,MI49423
NONE PC GENERAL OPERATING SUPPORT 50,000

OPERA GRAND RAPIDS
1320 FULTON ST E
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 40,000

OTTAWA COUNTY PARKS FOUNDATION INC
12220 FILLMORE ST
WEST OLIVE,MI49460
NONE PC CAPITAL CAMPAIGN 200,000

PAWS WITH A CAUSE
4646 DIVISION ST
WAYLAND,MI49348
NONE PC CAPITAL CAMPAIGN 100,000

REGENTS OF THE UNIVERSITY OF MICHIGAN
3003 S STATE ST 5082 WOLVERINE TWR
ANN ARBOR,MI48109
NONE PC PROJECT/PROGRAM SUPPORT 50,000

SENIOR NEIGHBORS INC
678 FRONT AVE NW STE 205
GRAND RAPIDS,MI49504
NONE PC GENERAL OPERATING SUPPORT 10,000

SHELBY TOWNSHIP
204 N MICHIGAN AVE
NUE SHELBY,MI49455
NONE PC PROJECT/PROGRAM SUPPORT 50,000

SPECIALIZED LANGUAGE DEVELOPMENT CENTER
5250 LOVERS LANE SUITE LL100
KALAMAZOO,MI49002
NONE PC PROJECT/PROGRAM SUPPORT 30,000

SPECTRUM HEALTH FOUNDATION
100 MICHIGAN ST NE MC 999
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 25,000

ST CECILIA MUSIC SOCIETY
24 RANSOM AVE NE
GRAND RAPIDS,MI49503
NONE PC GENERAL OPERATING SUPPORT 150,000

STEM GREENHOUSE INC
1420 BERKSHIRE DR SE
GRAND RAPIDS,MI49508
NONE PC PROJECT/PROGRAM SUPPORT 25,000

THE DEBORAH HOUSEPROJECT
2317 KALAMAZOO AVE
GRAND RAPIDS,MI49507
NONE PC PROJECT/PROGRAM SUPPORT 35,000

THE HENRY FORD
20900 OAKWOOD BLVD
DEARBORN,MI48124
NONE PC PROJECT/PROGRAM SUPPORT 250,000

THE NETHERLAND-AMERICA FOUNDATION
505 EIGHTH AVE SUITE 12A-05
NEW YORK,NY10018
NONE PC PROJECT/PROGRAM SUPPORT 10,000

THE OHIO STATE UNIVERSITY FOUNDATION
PO BOX 710811
COLUMBUS,OH43271
NONE PC SCHOLARSHIPS 1,200,000

THE REFUGEE EDUCATION CENTER
2130 ENTERPRISE ST SE
GRAND RAPIDS,MI49508
NONE PC PROJECT/PROGRAM SUPPORT 50,000

VAN ANDEL RESEARCH INSTITUTE
333 BOSTWICK AVE NE
GRAND RAPIDS,MI49503
NONE PC PROJECT/PROGRAM SUPPORT 15,000

VISION TO LEARN
12100 WILSHIRE BLVD
LOS ANGELES,CA90025
NONE PC PROJECT/PROGRAM SUPPORT 50,000

WEST MICHIGAN AVIATION ACADEMY FOUNDATION
5363 44TH ST SE
GRAND RAPIDS,MI49512
NONE PC PROJECT/PROGRAM SUPPORT 15,000

WEST MICHIGAN CENTER FOR ARTS AND TECHNOLOGY
614 FIRST ST NW SUITE 300
GRAND RAPIDS,MI49504
NONE PC PROJECT/PROGRAM SUPPORT 100,000

WEST MICHIGAN SYMPHONY THE BLOCK
360 W WESTERN AVE STE 200
MUSKEGON,MI49440
NONE PC PROJECT/PROGRAM SUPPORT 30,000

WORLD AFFAIRS COUNCIL OF WESTERN MICHIGAN
1700 FULTON ST E
GRAND RAPIDS,MI49506
NONE PC PROJECT/PROGRAM SUPPORT 105,000
Total ................................. right arrow 3b 12,839,677
Form 990-PF (2022)
Form 990-PF (2022)
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 ...........
    14 186,703  
4 Dividends and interest from securities ....     14 1,303,639  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 179,289  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 200,625  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,870,256 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,870,256
(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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
THE MEIJER FOUNDATION
 
Employer identification number

38-6575227
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE MEIJER FOUNDATION
 
Employer identification number
38-6575227
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
FREDERIK GH MEIJER QTIP TRUST VIA LENA ES MEIJER ESTATE
 
2929 WALKER NW
 
GRAND RAPIDS, MI49544

$ 19,903,025


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

$ 30,000,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE MEIJER FOUNDATION
 
Employer identification number

38-6575227
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
EQUITIES $ 19,903,025 2022-06-21
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE MEIJER FOUNDATION
 
Employer identification number

38-6575227
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 14,564 8,738   5,825

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

TY 2022 ExpenditureResponsibilityStmt
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
WILLARD G PIERCE AND JESSIE M PIERCE FOUNDATION
 
701 W CLOVERDALE RD
HASTINGS,MI490588360
2022-02-16 10,000 SUPPORT FOR SUMMER UNDERGRADUATE RESEARCH PROGRAM FOR ARTISTS AND WRITERS 10,000   2/3/23 2023-02-03  

TY 2022 InvestmentsCorpBondsSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Name of Bond End of Year Book Value End of Year Fair Market Value
MFO PRIN FDS INC DIVERSIFIED RAL AST FDINSTL CL 2,500,000 2,346,916
MFO BAIRD FDS INC AGGREGATE BD FD INSTL CL SHS 3,850,484 3,277,388
MFO LOOMIS SAYLES INVT TR FXD INC FD 5,421,553 4,719,912
CF FIAM TACTICAL BOND LP 3,336,803 3,193,504
MFO NUVEEN INVT FDS INC REAL ASSET 3,013,433 2,680,124
PVTPL COMMONWEALTH BK AUSTRALIA FLTG 6-15-2026 200,000 196,121
WESTPAC BKG CORP 2.35% DUE 2-19-2025 518,946 474,758
CANADIAN IMPERIAL BK COMM TORONTO BRH .45% 6-22-2023 996,200 979,067
BNP PARIBAS SR NON VAR RT 2.819% DUE 11-19-2025 492,289 450,183
PVTPL BMW US CAP LLC 1.25% DUE 8-12-2026 124,729 109,428
MITSUBISHI UFJ .953% DUE 7-19-2025 200,000 185,911
NOMURA HLDGS INC 1.653% DUE 7-14-2026 200,000 174,252
RABOBANK NEDERLAND NEW YORK BRANCH FLTG RT DUE 1-12-2024 700,886 696,616
PVTPL ROCHE HLDGS INC NT 144A 3% DUE 11-10-2025 848,467 765,182
UBS AG LONDON BRH NT 144A .7% 8-9-2024 199,918 186,446
NATWEST MKTS PLC SR NT 144A 1.6% 9-29-2026 499,880 434,720
UNILEVER CAP CORP .626% DUE 8-12-2024 100,000 93,861
AIR LEASE CORP MED .8% DUE 8-18-2024 49,663 46,065
AMGEN INC 2.25% DUE 8-19-2023 508,520 491,429
BANK AMER CORP SR NT FXD/FLTG .523% 6-14-2024 500,012 488,165
BLACK HILLS CORP 1.037% DUE 8-23-2024 110,000 102,631
COMCAST CORP NEW FLTG RT .87129% DUE 4-15-2024 503,237 501,387
CONAGRA BRANDS INC .5% DUE 8-11-2023 59,887 58,294
CUMMINS INC .75% DUE 9-1-2025 399,208 360,982
DELTA AIR LINES INC DEL 2.9% DUE 10-28-2024 40,360 37,895
FIFTH THIRD BANCORP 2.375% DUE 1-8-2025 310,806 284,508
GA GLOBAL FDG TR VAR RT .549377% DUE 9-13-2024 200,000 194,288
GENERAL MLS INC NT FLTG DUE 10-17-2023 302,266 300,649
GENERAL MOTORS FINL CO BNDS 3.5% 11-7-2024 73,331 67,439
KEYBANK NATL ASSN VAR RT .423% DUE 1-3-2024 600,180 599,875
KIMBERLY-CLARK 3.05% DUE 8-15-2025 745,796 673,284
MASSMUTUAL GLOBAL VAR RT .40875% DUE 4-12-2024 200,210 198,833
MORGAN STANLEY 4% DUE 7-23-2025 564,550 508,446
ORACLE CORP 2.4% DUE 9-15-2023 508,551 489,827
PROCTER & GAMBLE 2.7% DUE 2-2-2026 548,549 488,701
PVTPL BRIGHTHOUSE FINL GLOBAL FDG MEDIUMTERM .77% DUE 4-12-2024 236,048 232,716
PVTPL NESTLE HLDGS INC .606% 9-14-2024 200,000 186,541
REP SERVICES INC FIXED 2.5% DUE 8-15-2024 258,263 239,676
ROPER TECHNOLOGIES FIXED 2.35% DUE 9-15-2024 515,091 477,609
SYNCHRONY FINL 4.25 DUE 8-15-2024 180,454 166,168
TEXAS INSTRS INC 1.125% 9-15-2026 70,000 61,875
VMWARE INC .6% 8-15-2023 79,916 77,907
WAL-MART STORES 3.3 DUE 4-22-2024 394,816 372,386
WALMART INC 1.05% DUE 9-17-2026 39,924 35,466
WASTE MGMT INC DEL .75% DUE 11-15-2025 646,081 581,697
WESTERN UN CO 2.85% DUE 1-10-2025 626,619 571,658
3M CO 2.65% DUE 4-15-2025 522,806 478,035
PVTPL GOLDEN CR CARD TR 21-1A CL A 1.14% DUE 8-15-2028 199,921 176,456
CAPITAL ONE MULTI-ASSET EXECUTION TR 2021-A1 .55% DUE 7-15-2026 849,966 795,510
CITIGROUP INC 3.352% 04-24-2025 77,374 77,512
JPMORGAN CHASE & CO 2.083% DUE 4-22-2026 64,219 64,948
MORGAN STANLEY 0.731% DUE 4-05-2024 78,115 78,858
WELLS FARGO & COMPANY 2.164% 2-11-2026 64,715 65,233

TY 2022 InvestmentsCorpStockSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Name of Stock End of Year Book Value End of Year Fair Market Value
GLOBANT SA USD1.20 100,711 125,616
RITCHIE BROS AUCTIONEERS INC COM 94,349 115,140
ITURAN LOCATION & CONTROL ILS0.333 21,725 19,355
ADVANCE AUTO PTS INC COM 143,977 126,887
AIR TRANS SVCS GROUP INC COM STK 180,236 187,394
ALARM COM HLDGS INC COM 71,170 65,907
AMEDISYS INC COM 134,959 68,670
AMN HEALTHCARE SVCS INC COM 26,546 40,100
ANSYS INC COM 108,494 115,722
ARGAN INC COM 75,591 69,261
ARMSTRONG WORLD INDS INC NEW COM STK 98,847 88,961
ASPEN TECHNOLOGY INC COM 28,681 32,248
ATKORE INTL GROUP INC COM 64,619 123,628
AXIS CAPITAL HOLDINGS LTD COM 79,203 82,880
BIO-TECHNE CORP COM 95,478 119,347
BJS WHSL CLUB HLDGS INC COM 48,469 110,752
BLACKLINE INC COM 53,077 62,359
CANNAE HLDGS INC COM 135,662 110,478
COGNEX CORP COM 72,052 60,159
COMFORT SYS USA INC COM 22,521 67,092
COMPUTER PROGRAMS & SYS INC COM 38,255 35,549
COSTAR GROUP INC COM 99,457 141,036
DXC TECHNOLOGY CO COM 48,753 39,035
EXPONENT INC COM STK 59,321 72,534
FASTENAL CO COM 107,050 128,805
FIVE BELOW INC COM USD0.01 105,941 158,652
GODADDY INC CL A CL A 64,141 76,391
GRAND CANYON ED INC COM STK 92,530 109,147
GUIDEWIRE SOFTWARE INC COM USD0.0001 81,884 53,301
HEICO CORP NEW COM 93,598 147,033
INGLES MKTS INC CL A 40,576 75,046
LIBERTY LATIN AMERICA LTD COM USD0.01 CLASS A 34,424 14,804
LIBERTY LATIN AMERICA LTD COM UDS0.01 CLASS C 34,275 16,781
LKQ CORP COM LKQ CORP 126,301 187,469
MURPHY USA INC COM 27,429 76,035
NATIONAL INSTRS CORP COM 62,688 51,328
NCR CORP COM 115,380 76,574
NEOGEN CORP COM 57,961 28,480
NEWMARK GROUP INC CL A CL A 51,938 33,060
ORTHOPEDIATRICS CORP COM 41,747 35,638
PAYCOM SOFTWARE INC COM 66,310 97,748
PAYLOCITY HLDG CORP COM 88,252 110,340
PEGASYSTEMS INC COM 82,583 35,849
PREMIER INC CL A CL A 135,888 140,585
ROLLINS INC COM 70,025 96,167
TYLER TECHNOLOGIES INC COM STK 108,895 116,068
UNIFIRST CORP MASS COM 129,098 146,093
VERISK ANALYTICS INC 59,688 76,743
VIAD CORP COM NEW 41,847 29,878
WATSCO INC COM 46,548 52,374
WEST PHARMACEUTICAL SVCS INC COM 78,922 91,787
WHITE MOUNTAINS INSURANCE CROUP COM STOCK 113,164 181,035
WORLD FUEL SERVICE COM STK USD0.01 37,323 35,338
MFO BROWN ADVISORY FDS ADVISORY GROWTH EQTY FD INV SHS 2,199,332 1,786,341
ERSTE GROUP BANK AG NPV 97,884 101,221
BROOKFIELD ASSET LIMITED VTG SHARES CLASS A 43,500 36,397
CAMECO CORP COM NPV 97,367 117,238
MAGNA INTL INC COM NPV 147,247 142,976
AMUNDI EUR2.5 133,981 101,250
DASSAULT SYSTEMES EUR0.50 212,072 172,196
LVMH MOET HENNESSY LOUIS VUITTON SE EUR0.30 149,184 179,955
MICHELIN (CGDE) EUR2 162,073 133,449
SAFRAN SA EUR0.20 127,348 132,519
SYMRISE AG NPV (BR) 149,198 123,999
AIA GROUP LTD NPV 144,279 153,472
KORNIT DIGITAL LTD COMMON STOCK 62,075 24,394
FANUC CORP NPV 151,134 123,269
KDDI CORP NPV 149,291 147,878
KUBOTA CORP NPV 117,904 88,134
NIDEC CORPORATION NPV 125,591 78,785
OTSUKA HOLDINGS CO LTD 111,752 91,356
SONY CORP NPV 238,739 197,741
AKZO NOBEL NV EUR0.50 (POST REV SPLIT) 155,163 108,897
HEINEKEN NV EUR1.6 146,807 146,125
COCA-COLA EUROPEAN PARTNERS PLC ORD 125,315 153,347
CREDICORP LTD COM STK 163,286 153,296
DBS GROUP HLDGS NPV 139,773 171,977
ASSA ABLOY SER'V'NPV (POST SPLIT) 121,145 103,311
ALCON INC 152,813 153,511
NOVARTIS AG CHF0.50 (REGD) 123,347 127,571
UNILEVER PLC ORD 132,722 125,706
ASHTEAD GROUP ORD GBP0.10 173,179 197,186
EXPERIAN ORD USD0.10 152,325 133,083
RENTOKIL INITIAL ORD GVP0.01 166,444 142,258
ACCENTURE PLC SHS CL A NEW 266,468 249,495
ACI WORLDWIDE INC COM STK 105,725 76,360
AMERICAN EQUITY INVT LIFE HLDG CO COM 54,368 91,742
AXALTA COATING SYSTEMS LTD COM 48,068 52,494
CNA FNCL CORP COM 52,656 53,864
EPLUS INC COM 82,002 82,228
IAC/INTERACTIVECORP NEW COM NPV 44,143 19,980
JACK HENRY & ASSOC INC COM 48,921 47,401
MOLSON COORS BEVERAGE COMPANY COM USD0.01 CLASS B 74,435 81,453
SP PLUS CORP COM 48,383 63,225
TRIMAS CORP COM NEW COM NEW 27,328 28,905
WORKIVA INC COM CL A COM CL A 87,526 94,214
CF GLOBAL EQUITY LONG-ONLY FUND, LP 8,232,891 7,873,347
MFO UBS FDS EMERGING MKTS EQUITY OPPTY FD CL P2 7,722,017 5,812,231
CF LINDSELL TRAIN GLOBAL EQUITY LLC 7,093,751 6,796,383
CF SSGA 3-10 YEAR U.S. TREASURY INDEX NL CTF (CM2RNON) 8,945,620 8,113,767
CF SSGAMSCI EAFE 100 PERCENT HEDGED TO USD INDEX NL CTF (ZVDQ) 4,045,824 4,779,535
MFOFIDELITY 500 INDEX-INST PREM 13,656,359 14,565,290
MFC ISHARES INC MSCI SOUTH KOREA ETF 148,099 122,223
TOTALENERGIES SE 118,820 166,814
NEMETSCHEK SE ORD NPV 192,439 116,911
PAN PACIFIC INTERNATIONAL HOLDINGS CORP 169,820 174,756
ALIGHT INC CL A 79,337 66,964
CERTARA INC COM 67,429 36,768
CHARLES RIV LABORATORIES INTL INC COM 94,664 78,008
CHESAPEAKE ENERGY CORP 17,722 26,235
CORECIVIC INC COM 72,764 97,613
DUN & BRADSTREET HLDGS INC COM 105,858 70,005
ENSIGN GROUP INC COM STK 68,390 70,674
FIVE9 INC COM 66,881 33,523
FS KKR CAP CORP COM NEW 59,058 46,953
GENWORTH FINL INC COM CL A 60,618 89,988
GRID DYNAMICS HOLDINGS INC COM 63,830 32,112
MCGRATH RENTCORP COM 51,117 63,885
PATTERSON COS INC COM 49,237 44,736
SM ENERGY CO COM 51,013 50,329
UNIVAR SOLUTIONS INC 63,745 78,959
VISTRA CORP COM 73,753 82,778
GSK PLC ORD GBP0.3125 141,672 120,566
HALEON PLC ORD GBP0.01 160,422 166,293
IAA SPINCO INC RITCHIE BRO AUCTIONEERS 60,645 70,600
OAK STR CASH MERGER 64,559 27,361
ALIGN TECHNOLOGY INC COM 50,354 43,867
ASBURY AUTOMOTIVE GROUP 61,232 66,681
BROOKFIELD CORP CLASS A LTD SHARES 186,447 159,924
KONINKLIJKE DSM NV EUR1.5 135,112 137,601
MUENCHENER RUECKVE NPV 159,521 203,102
BAUSCH AND LOMB CORP 36,412 36,743
CABLE ONE INC COM 23,332 23,491
DEFINITIVE HEALTHCARE CORP CL A COM 42,249 18,353
ENTEGRIS INC COM 55,948 36,534
ESAB CORPORATION COM 22,040 23,882
EVERCORE INC 13,846 16,580
EVERTEC INC COM 62,302 60,810
FLOOR & DECOR HLDGS INC CL A 40,207 30,289
FRESHPET INC COM 44,886 26,068
HF SINCLAIR CORPORATION COM USD0.01 18,632 41,356
ICU MED INC COM 46,397 45,827
LESLIES INC COM 63,784 58,181
MDU RES GROUP INC COM 71,021 82,980
MEDPACE HLDGS INC COM 33,546 50,766
NMI HLDGS INC CL A CL A 40,661 41,925
OVINTIVE INC COM USD0.01 19,961 23,935
PEDIATRIX MEDICAL GROUP INC 55,495 35,501
PERMIAN RES CORP CL A 61,521 77,494
POLARIS INC 73,976 67,367
PROGYNY INC COM 45,732 29,811
RADIAN GROUP INC COM 47,035 44,014
SLEEP NUMBER CORP COM 35,852 15,302
SOUTHWEST GAS HLDGS INC COM 49,777 45,606
SPS COMM INC COM 51,967 54,197
SQUARESPACE INC CL A CL A 45,521 35,472
TD SYNNEX CORPORATION COM USD0.001 140,391 132,878
VERRA MOBILITY CORP 8,737 8,865
VONTIER CORP COM USD0.0001 76,916 60,754
WEX INC COM 75,720 78,552
YELP INC COM 67,796 54,735
ZOOMINFO TECHNOLOGIES INC COM USD0.01 42,955 36,945
MFO FIDELITY SALEM STREET TRUST LRG CP IDX INS 6,369,633 6,040,595

TY 2022 InvestmentsGovtObligationsSch
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
US Government Securities - End of Year Book Value:

10,343,925
US Government Securities - End of Year Fair Market Value:

9,696,204
State & Local Government Securities - End of Year Book Value:


149,906
State & Local Government Securities - End of Year Fair Market Value:


139,841


TY 2022 LegalFeesSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 32,265 4,840   27,425


TY 2022 OtherAssetsSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUALS -1,162 -2,993,499 -2,993,499
K-1: MERRIWELL FUND L.P. 1 0 0
K-1: GA PRISM SPE, LLC 1,914 0 0
K-1: GA CERFTIFIED SPE LLC 15,150 0 0
K-1: GRAND ANGELS CO-INVESTMENT 15,000 15,000 15,000
K-1: GA CHANGE DYNAMIX SPE, LLC 15,150 15,150 15,150
K-1: ABLATIVE SOLUTIONS INC 20,000 20,000 20,956
K-1: MICHIGAN CAPITAL NETWORK VENTURE FD IV 0 125,000 125,000
K-1: NEW COMMUNITY TRANSFORMATION FUND 125,000 125,000 125,000
K-1: GRAND ANGELS VENTURES 235,258 183,917 80,903
K-1: PLYMOUTH GROWTH PARTNERS C (QP) LP 0 250,000 269,598
K-1: PLYMOUTH VENTURE PARTNERS 512,676 384,659 593,418
K-1: GRAND ANGELS VENTURE FUND III LLC 375,000 410,000 387,113
K-1: PERENNIAL REAL ESTATE FUN 496,412 482,412 49,794
K-1: GPEO III FTE, LTD 942,701 942,701 16,950
PORTFOLIO ADVISORS SECONDARY FUND 1,250,739 1,209,432 181,893
K-1: BDT CAPITAL PARTNERS I-A 2,260,404 1,523,044 4,059,638
K-1: HOPEN LIFE SCIENCE FUND 1,920,000 1,927,000 820,960
K-1: CF POLUNIN EMERGING MARKETS SMALL CAP FUND 1,256,738 2,713,116 2,932,859
K-1: BDT CAPITAL PARTNERS II 5,407,272 4,782,926 7,110,133
K-1: HARDMAN JOHNSTON INTERNATIONAL EQUITY FUND II, LP 2,750,000 5,350,000 5,311,271
K-1: GQG PARTNERS GLOBAL EQUITY FUND 0 6,000,000 6,000,000


TY 2022 OtherExpensesSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SOFTWARE AND TECHNOLOGY 15,469 0   15,469
INSURANCE 10,381 0   10,381
SECTION 988 TRANSACTION LOSS 17,449 17,449   0
BANK FEES 12,920 0   12,920


TY 2022 OtherIncomeSchedule2
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM K-1: HOPEN LIFE SCIENCE FUND II 0 -10,147 0
FROM K-1: GA VENTURE FUND II, LLC 0 -3,585 0
FROM K-1: GA CERTIFIED SPE, LLC 42,298 0 42,298
FROM K-1: PLYMOUTH GROWTH PARTNERS V (QP) LP 0 -34,473 0
FROM K-1: PLYMOUTH VENTURE PARTNERS III, LP 126 105,247 126
FROM K-1: BDT CAPITAL PARTNERS FUND I-A 40,915 -106,410 40,915
FROM K-1: BDT CAPITAL PARTNERS FUND II 0 -177,436 0
FROM K-1: PERENNIAL REAL ESTATE FUND, LP 0 -12,631 0
FROM K-1: GA VENTURE FUND III, LLC 0 -16,267 0
FROM K-1: HARDMAN JOHNSTON INTERNATIONAL EQUITY FUND II LP 0 -30,314 0
FROM K-1: FIAM TACTICAL BOND FUND, LP 0 9,430 0
FROM K-1: POLUNIN EMERGING MARKETS SMALL CAP FUND, LLC 0 -234,984 0
FROM K-1: NEW COMMUNITY TRANSFORMATION FUND 0 -16,491 0
FROM K-1: STATE STREET 3-10 YEAR US TREASURY INDEX 0 -1,368 0
FROM K-1: STATE STREET MSCI 100% HEDGED TO USD INDEX 0 590,078 0
FROM K-1: STATE STREET US TREASURY INFLATION PROTECTED SECURITIES 0 -586 0
FROM K-1: MICHIGAN CAPITAL NETWORK VENTURE FUND I 0 -9,372 0
FROM K-1: GQG PARTNERS GLOBAL EQUITY FUND 0 -402 0
OTHER INCOME - MADOFF VICTIM 94,134 94,134 94,134
OTHER INCOME - NORTHERN TRUST 1,816 1,816 1,816


TY 2022 OtherIncreasesSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Description Amount
BOOK TO TAX ADJUSTMENT 1,365,141


TY 2022 OtherProfessionalFeesSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 774,909 774,909   0
CONSULTING FEES 52,500 27,500   25,000
PROGRAM MANAGEMENT FEES 251,000 0   251,000


TY 2022 TaxesSchedule
Name:
THE MEIJER FOUNDATION
EIN:
38-6575227
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 52,870 52,870   0
FROM K-1'S: FOREIGN TAXES PAID 0 53,192   0