2024-10-28T12:07:41-05:00 2023-12-31 BDO USA 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990 2023-01-01 382368003 GERALD R FORD PRESIDENTIAL FOUNDATION % GLEAVES WHITNEY GERA 6162540397 303 PEARL NW GRAND RAPIDS MI 49504 RACHEL SIGLOW ASSISTANT SECRETARY 6162540397 2024-10-20 true true Jacob Cook P01240455 6167747000 2024-10-20 2023 2024-10-15 13:58:12Z GLEAVES WHITNEY 303 PEARL NW GRAND RAPIDS MI 49504 10773589 false X WWW.GERALDRFORDFOUNDATION.ORG X 1981 MI TO PROVIDE SUPPORT TO THE GERALD R. FORD PRESIDENTIAL LIBRARY AND MUSEUM FOR EXHIBITS, CONFERENCES, AND EDUCA- TIONAL PROGRAMS TO PROMOTE THE LEGACY AND IDEALS OF GERALD R. FORD. 40 40 9 40 858 0 1111652 972200 0 0 1995455 465414 5098 3780 3112205 1441394 37210 57700 0 0 770331 1001737 0 0 0 900636 1343578 1708177 2403015 1404028 -961621 40076297 45637422 204524 133187 39871773 45504235 X PLEASE SEE SCHEDULE O FOR A DETAILED DESCRIPTION. false false 571254 0 0 FOUNDATION SUPPORTED ACTIVITIES INCLUDE SMITHSONIAN QUALITY FEATURE EXHIBITS, NOTED SPEAKERS, AND VARIOUS COMMUNITY ACTIVITIES. INCLUDING PROGRAMS CELEBRATING THE 50TH ANNIVERSARY OF THE VICE PRESIDENCY WITH THE RELEASE OF RICHARD NORTON SMITH'S BIOGRAPHY ON GERALD R. FORD. 401625 0 0 FOUNDATION SUPPORT OF THE GERALD R. FORD PRESIDENTIAL LIBRARY AND PRESIDENTIAL MUSEUM IN 2023 INCLUDED THE PAYMENTS FOR THE VICE PRESIDENCY EXHIBIT. 47882 57700 0 THE FOUNDATION SUPPORTS RESEARCH AND EDUCATION THROUGH PROGRAMS INCLUDING ANNUAL JOURNALISM PRIZES, RESEARCH GRANTS, AND INTERNSHIPS. JOURNALISM PRIZES RECOGNIZE REPORTORIAL EXCELLENCE AND THE FOSTERING OF BETTER PUBLIC UNDERSTANDING OF THE PRESIDENCY AND NATIONAL DEFENSE. TWO $5,000 PRIZES WERE AWARDED IN 2023. RESEARCH GRANTS SUPPORT RESEARCH IN THE HOLDINGS OF THE FORD PRESIDENTIAL LIBRARY. SIXTEEN GRANTS TOTALING $22,200.00 WERE AWARDED IN 2023. MUSEUM INTERNSHIPS OFFER COLLEGE STUDENTS PRACTICAL EXPERIENCE DURING 240 HOURS OF WORK AT THE FORD PRESIDENTIAL MUSEUM AND INCLUDE A $1,000 STIPEND UPON COMPLETION. EIGHT INTERNSHIPS WERE GRANTED IN 2023 TOTALING $7,500.00. THE FOUNDATION CONTINUES ITS CIVIC INITIATIVE PROGRAMS INCLUDING, DEVOS LEARNING CENTER AND THE FORD LEADERSHIP FORUM. 1020761 true true false true false false false false false true true true false false false false true false false false false false false false false false false true true true false false false false false false true true false false false false false false false false false true 61 0 true 9 true true true false false false false true true false false false false false false X 40 40 true false false false false false false true true false false true true true true true true true false false AK AR CA CO CT DC FL IL KY MD MA MI MN NJ NM NY NC OH OK OR PA SC TN VA WA WI X GLEAVES WHITNEY 6162540397 303 PEARL NW GRAND RAPIDS MI 49504 GLEAVES WHITNEY EXECUTIVE DIRECTOR 50.0 0.0 X 236250 0 58431 JEFFREY J POLET DIRECTOR FOR LEADERSHIP FORUM 40.0 0.0 X 150000 0 44157 DONALD J COOPER II DIRECTOR OF CIVIC INITIATIVES 40.0 0.0 X 165000 0 26721 RACHEL L SIGLOW ASSISTANT SECRETARY 40.0 0.0 X 125000 0 24115 MARTIN J ALLEN JR CHAIRMAN EMERITUS 0.5 0.0 X X 0 0 0 MICHAEL JANDERNOA CHAIRMAN 2.3 0.0 X X 0 0 0 HANK MEIJER VICE CHAIRMAN 0.2 0.0 X X 0 0 0 DAVID HOOGENDOORN TREASURER 0.5 0.0 X X 0 0 0 TERRENCE O'DONNELL SECRETARY 0.5 0.0 X X 0 0 0 WAYMAN BRITT TRUSTEE 0.2 0.0 X 0 0 0 LIZ CHENEY TRUSTEE 0.2 0.0 X 0 0 0 MARIA CIMITILE TRUSTEE 0.2 0.0 X 0 0 0 DOUGLAS DEVOS TRUSTEE 0.2 0.0 X 0 0 0 TINA FREESE DECKER TRUSTEE 0.2 0.0 X 0 0 0 DEBBIE DINGELL TRUSTEE 0.2 0.0 X 0 0 0 JOHN ENGLER TRUSTEE 0.2 0.0 X 0 0 0 MICHAEL G FORD TRUSTEE 0.5 0.0 X 0 0 0 STEVEN M FORD TRUSTEE 0.5 0.0 X 0 0 0 MARC HALSEMA TRUSTEE 0.2 0.0 X 0 0 0 JAMES P HACKETT TRUSTEE 0.2 0.0 X 0 0 0 LAURA HILLS TRUSTEE 0.2 0.0 X 0 0 0 DAVID HOOKER TRUSTEE 0.2 0.0 X 0 0 0 JCHUIZENGA TRUSTEE 0.2 0.0 X 0 0 0 FRED P KELLER TRUSTEE 0.2 0.0 X 0 0 0 JOHN KENNEDY TRUSTEE 0.2 0.0 X 0 0 0 DAVID H KENNERLY TRUSTEE 0.2 0.0 X 0 0 0 WILLIAM MCBRIDE TRUSTEE 0.2 0.0 X 0 0 0 NATHAN MILLER TRUSTEE 0.2 0.0 X 0 0 0 PAUL H O'NEILL JR TRUSTEE 0.2 0.0 X 0 0 0 RICHARD PARSONS TRUSTEE 0.2 0.0 X 0 0 0 ROGER B PORTER TRUSTEE 0.2 0.0 X 0 0 0 WILLIAM SCHUETTE TRUSTEE 0.2 0.0 X 0 0 0 KAREN SCOWCROFT TRUSTEE 0.2 0.0 X 0 0 0 DON SHEETS TRUSTEE 0.2 0.0 X 0 0 0 SAMUEL THOMAS TRUSTEE 0.2 0.0 X 0 0 0 MARGARET TUTWILER TRUSTEE 0.2 0.0 X 0 0 0 FRANK A URSOMARSO TRUSTEE 0.2 0.0 X 0 0 0 JAMES P URSOMARSO TRUSTEE 0.2 0.0 X 0 0 0 STEVE VAN ANDEL TRUSTEE 0.2 0.0 X 0 0 0 TERESA WEATHERALL NEAL TRUSTEE 0.2 0.0 X 0 0 0 STEVE C WATERBURY TRUSTEE 0.2 0.0 X 0 0 0 RONALD WEISER TRUSTEE 0.2 0.0 X 0 0 0 GREGORY WILLARD TRUSTEE 0.2 0.0 X 0 0 0 FRANK G ZARB JR TRUSTEE 0.2 0.0 X 0 0 0 676250 0 153424 4 false true false 0 972200 25000 972200 0 670619 670619 0 0 58185 57327 858 0 858 858 9069663 9274868 -205205 -205205 -205205 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 2922 2922 2922 1441394 858 468336 18000 18000 39700 39700 0 0 294681 294681 0 482859 482859 25203 25203 128837 128837 70157 70157 0 0 39115 39115 53500 53500 0 40940 40940 184081 125558 58523 0 190117 128696 61421 43570 43570 15484 12716 2768 0 0 15993 3918 12075 0 48464 8663 39801 0 0 0 28379 28379 FEATURE EXHIBITS 242594 242594 NON-SPONSORED PUBLIC EVENTS 177801 177801 FORD FORUM 70009 70009 EDUCATION OUTREACH 63712 63712 129819 129394 425 2403015 1020761 1382254 0 0 0 1160392 628228 1909079 1548385 0 0 0 0 0 0 0 0 0 0 0 0 22805 22805 29204366 33078867 7779074 10358556 0 0 0 0 23386 23386 40076297 45637422 25726 13038 34775 37475 144023 82674 0 0 0 0 0 0 0 0 0 0 0 0 204524 133187 X 30964544 35466932 8907229 10037303 39871773 45504235 40076297 45637422 -961621 6594083 X false true X true false X 1886485 733138 801907 1911652 972200 6305382 0 0 1886485 733138 801907 1911652 972200 6305382 1993287 4312095 812858 479887 464518 918438 670619 3346320 8734 16793 6435 -9168 858 23652 15746 74 10195 14266 2922 43203 9718557 0.44370 0.45333 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false false false false true 53500 false false 53500 false false SCHEDULE C, PART II-B, LINE 1G THE FORD PRESIDENTIAL FOUNDATION WORKED WITH FEDERAL AND STATE LOBBYISTS TO SEEK FUNDING TO REPAIR THE NON-OPERATIONAL FOUNTAIN, REFLECTING POOL, AND PLAZA TO THE EAST OF THE GERALD R. FORD PRESIDENTIAL MUSEUM. 8907229 75992 1208530 154448 10037303 10787459 196424 -1831667 244987 8907229 7429346 2745170 772869 159926 10787459 6613646 2500 888574 75374 7429346 6013806 2500 804681 207341 6613646 0.00000 0.07470 0.92530 true false 5975 5975 0 16830 16830 0 0 ALPHAGEN EUROPEAN BEST IDEAS 2038831 F OCA OHA CREDIT FUND 122699 F RA CAPITAL HEALTHCARE 1981601 F SEQUOLA GLOBAL EQUITIES OFFSHO 855983 F OCA ECHO STREET GOODCO SELECT 2066641 F OCA AKO EUROPEAN LONG ONLY FUN 1732377 F OCA VIKING GLOBAL EQUITIES 723886 F OCA PREFERRED INCOME 836815 F 10358833 8051864 6594083 57327 6651410 1400454 40940 40940 1441394 2419402 57327 57327 2362075 40940 40940 2403015 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUND IS USED TO FUND A SERIES OF PUBLIC AFFAIRS LECTURES HELD IN GRAND RAPIDS AND ANN ARBOR, MICHIGAN. OTHER REVENUE ON AUDITED FINANCIAL STATEMENTS NOT ON FORM 990 PART VIII SCHEDULE D, PART XI, LINE 2D RENTAL EXPENSE: $57,327 OTHER EXPENSE ON AUDITED FINANCIAL STATEMENTS BUT NOT ON FORM 990 PART IX SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSE: $57,327 true BAYLOR UNIVERSITY ONE BEAR PLACES 97181 WACO TX 76798 741159753 501(C)(3) 18000 Forum Sponsorship 1 RESEARCH GRANTS 16 22200 INTERNSHIPS 8 7500 JOURNALISM PRIZES 2 10000 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 THE FOUNDATION AWARDS GRANTS FOR PROJECTS THAT HAVE ALREADY BEEN COMPLETED. ALL EXPENDITURES ARE REVIEWED BY THE FOUNDATION BEFORE THE GRANTS ARE APPROVED. IN CASES WHERE GRANTS ARE AWARDED BEFORE COMPLETION, THOSE PROJECTS ARE LATER VERIFIED TO CONFIRM THAT CRITERIA WERE MET. GRANT DESCRIPTIONS AND DETAILS SCHEDULE I, PART III THE FOUNDATION SUPPORTS RESEARCH AND EDUCATION THROUGH PROGRAMS INCLUDING ANNUAL RESEARCH GRANTS, AND INTERNSHIPS. RESEARCH GRANTS SUPPORT RESEARCH IN THE HOLDINGS OF THE FORD PRESIDENTIAL LIBRARY: 16 GRANTS OF UP TO $2,200 EACH WERE AWARDED IN 2023. MUSEUM INTERNSHIPS OFFER COLLEGE STUDENTS PRACTICAL EXPERIENCE DURING 240 HOURS OF WORK AT THE FORD PRESIDENTIAL MUSEUM AND INCLUDE A $1,000 STIPEND UPON COMPLETION: 8 INTERNSHIPS WERE GRANTED IN 2023. JOURNALISM PRIZES RECOGNIZE REPORTORIAL EXCELLENCE AND THE FOSTERING OF BETTER PUBLIC UNDERSTANDING OF THE PRESIDENCY AND NATIONAL DEFENSE: 2 PRIZES OF $5,000 WERE AWARDED IN 2023. X X false false false false false false false false false GLEAVES WHITNEY EXECUTIVE DIRECTOR 236250 0 0 0 0 0 14302 0 44129 0 294681 0 0 0 DONALD J COOPER II DIRECTOR OF CIVIC INITIATIVES 165000 0 0 0 0 0 9900 0 16821 0 191721 0 0 0 JEFFREY J POLET DIRECTOR FOR LEADERSHIP FORUM 150000 0 0 0 0 0 9000 0 35157 0 194157 0 0 0 AMWAY GRAND PLAZA HOTEL COMMON LEADERSHIP 53296 EVENTS FACILITIES AND SERVICES false JW Marriott Grand Rapids COMMON LEADERSHIP 37762 EVENTS FACILITIES AND SERVICES false BUSINESS TRANSACTIONS WITH INTERESTED PERSONS DOUG DEVOS AND STEVE VAN ANDEL ARE THE CO-CHAIRMAN OF AMWAY, THE ENTITY THAT OWNS THE AMWAY GRAND PLAZA HOTEL AND JW MARRIOTT GRAND RAPIDS. THE FOUNDATION PAID THE AMWAY GRAND PLAZA HOTEL AND JW MARRIOTT GRAND RAPIDS FOR FACILITIES AND SERVICES RELATED TO EVENTS DURING THE YEAR. DOUG DEVOS AND STEVE VAN ANDEL ARE ALSO TRUSTEES OF THE FOUNDATION. ORGANIZATION'S MISSION AND MOST SIGNIFICANT ACTIVITIES FORM 990, PART III, LINE 1 THE GERALD R. FORD PRESIDENTIAL FOUNDATION FOSTERS INCREASED AWARENESS OF THE LIFE, CAREER, VALUES, AND LEGACY OF AMERICA'S 38TH PRESIDENT. IT DOES SO THROUGH ACTIVITIES DESIGNED TO PROMOTE THE HIGH IDEALS OF INTEGRITY, HONESTY, AND CANDOR THAT DEFINED PRESIDENT FORD'S EXTRAORDINARY CAREER OF PUBLIC SERVICE. THE FOUNDATION PROMOTES THE IDEALS, VALUES, COMMITMENT TO PUBLIC SERVICE, AND HISTORICAL LEGACY OF PRESIDENT GERALD R. FORD AND FURTHER PROMOTES GREATER CIVIC ENGAGEMENT AND RECOGNITION OF INTEGRITY WHEREVER IT EXISTS IN THE PUBLIC ARENA. IT SUPPORTS PERMANENT AND CHANGING EXHIBITS DESIGNED TO PROMOTE HISTORICAL LITERACY; CONFERENCES; EDUCATIONAL OUTREACH AND OTHER PROGRAMS, BOTH SCHOLARLY AND POPULAR, AT THE GERALD R. FORD PRESIDENTIAL LIBRARY AND MUSEUM. OFFICER, DIRECTOR, OR TRUSTEE FAMILY OR BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2: * ROBERT HOOKER AND DAVID HOOKER (FATHER AND SON) * MICHAEL FORD, JOHN FORD, STEVEN FORD, AND SUSAN FORD BALES (SIBLINGS) * CARLA HILLS AND LAURA HILLS (MOTHER AND DAUGHTER) * FRANK URSOMARSO AND JAMES URSOMARSO (FATHER AND SON) * FRANK G. ZARB AND FRANK G. ZARB JR. (FATHER AND SON) * VICE PRESIDENT RICHARD CHENEY AND LIZ CHENEY (FATHER AND DAUGHTER) FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR DISCUSSION AND REVIEW BEFORE IT IS FILED WITH THE IRS. AFTER REVIEW AND ANY POTENTIAL REVISION, A COPY OF THE FINAL VERSION OF THE FORM 990 IS E-MAILED TO EACH MEMBER OF THE EXECUTIVE COMMITTEE. CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS FURNISHED EACH YEAR TO EACH TRUSTEE OF THE EXECUTIVE COMMITTEE, OFFICER, AND STAFF MEMBER OF THE FOUNDATION. THESE PERSONS ARE REQUIRED TO REVIEW THE POLICY, DISCLOSE ANY INTERESTS OR RELATIONSHIPS THAT MAY GIVE RISE TO A POTENTIAL CONFLICT OF INTEREST, AND, AS APPLICABLE, SIGN AND RETURN AN AFFIRMATION OF COMPLIANCE. COMPENSATION REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS SUBJECT TO REVIEW AND APPROVAL BY THE OFFICERS OF THE ORGANIZATION. COMPENSATION AND LABOR MARKET SURVEYS ARE USED FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. GOVERNING DOCUMENTS AVAILABILITY DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 THE WRITTEN CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MAINTAINED AS INTERNAL DOCUMENTS AND ARE NOT MADE AVAILABLE TO THE PUBLIC, UNLESS FOR A BUSINESS REASON AS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE.