2024-04-18T09:03:40-05:00 2022-12-31 382184825 HUNGERFORD CPAS ADVISORS 2910 LUCERNE DR SE GRAND RAPIDS MI 49546 990PF 2022-01-01 383076098 MICHIGAN FOUNDATION FOR VISION AWARENESS MICH 5732818969 19320 GOLFVIEW DRIVE BIG RAPIDS MI 49307 MICAH TAYLOR TREASURER 5732818969 2024-04-17 1 MICAH TAYLOR 999009999 1 JENNIFER L ROGELL CPA P01291797 6169493200 2024-04-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 3763311 X 3696 X 1468 1468 97593 97593 384736 2648090 384736 3241 0 3241 490734 483797 3241 0 0 0 0 4526 0 3241 1285 14112 0 0 14112 16679 16004 0 675 6756 0 0 6756 5714 0 0 5714 2474 0 0 2474 50261 16004 3241 31016 233198 233198 283459 16004 3241 264214 207275 467793 0 5262 2382 2382 287629 98164 98164 74148 223605 211727 1982976 2410147 2200512 1078660 907171 804804 503968 498449 445722 3932643 4139918 3763311 0 0 X 0 0 0 0 3932643 4139918 3932643 4139918 3932643 4139918 3932643 207275 0 4139918 0 4139918 1111.976 SH INVESCO DEVELOPING 2022-01-01 2022-01-05 52252 42090 10162 10162 435 SH ISHARES MSCI EMERGING MARKETS 2022-01-01 2022-01-05 27306 27481 -175 -175 859 SH ISHARES CORE MSCI EMK ETF 2022-01-01 2022-01-05 51540 46953 4587 4587 25000 SH FREDDIE MAC 2022-01-01 2022-01-13 25000 26053 -1053 -1053 105.403 SH HARBOR CAPITAL APPRECIATION FUND 2022-01-01 2022-01-26 8771 6624 2147 2147 486 SH ISHARES CORE S&P 500 ETF 2022-01-01 2022-01-27 211882 166544 45338 45338 465 SH ISHARES MSCI USA QUALITY FACTOR 2022-01-01 2022-01-27 60576 37204 23372 23372 175 SH ISHARES MSCI USA MOMENTUM FACTOR 2022-01-01 2022-01-27 27683 27405 278 278 15000 SH MERCK & CO INC 2022-01-01 2022-02-10 15000 15354 -354 -354 11471.616 SH BLACKROCK FDS II STRG OPP INSTL 2022-01-01 2022-02-28 113798 114938 -1140 -1140 1648 SH ISHARES S&P GLOB INFRAS INDEX FD 2022-01-01 2022-02-28 78550 71623 6927 6927 9694.214 SH EATON VANCE FLOATING RATE I 2022-01-01 2022-02-28 84437 85818 -1381 -1381 129.29 SH COHEN & STEERS REALTY SHARES I 2022-01-01 2022-03-16 9644 7778 1866 1866 59.417 SH DODGE & COX INCOME FD 2022-01-01 2022-03-16 790 886 -96 -96 546.882 SH ARTISAN HIGH INCOME FUND 2022-01-01 2022-03-16 5201 5587 -386 -386 430.172 SH DEUTSCHE REAL ASSETS INST 2022-01-01 2022-03-16 5571 5485 86 86 15.533 SH DODGE & COX INCOME FD 2022-01-01 2022-03-16 207 224 -17 -17 408.993 SH DOUBLELINE TOTAL RETURN BOND I 2022-01-01 2022-03-16 4065 4393 -328 -328 1059.31 SH DEUTSCHE ENHANCED COMMODITY 2022-01-01 2022-03-16 10477 9820 657 657 577.373 SH DOUBLELINE TOTAL RETURN BOND I 2022-01-01 2022-03-16 5739 5826 -87 -87 58.204 SH ALPS SMITH SHORT DURATION 2022-01-01 2022-03-16 600 604 -4 -4 527.841 SH ALPS SMITH SHORT DURATION 2022-01-01 2022-03-16 5437 5479 -42 -42 47 SH !SHARES MSCI INTL VALUE FACTOR 2022-01-01 2022-03-17 1137 1234 -97 -97 25000 SH SIMON PPTY GROUP LP SR NT 2022-01-01 2022-03-21 25483 25960 -477 -477 1035.175 SH COHEN & STEERS REALTY SHARES I 2022-01-01 2022-04-11 82679 61026 21653 21653 25000 SH CHEVRON CORP 2022-01-01 2022-05-11 25265 25024 241 241 15000 SH BLACKROCK INC 2022-01-01 2022-06-01 15000 16081 -1081 -1081 25000 SH DEERE & COMPANY 2022-01-01 2022-06-08 25000 24879 121 121 15000 SH STARBUCKS CORP SR NT 2022-01-01 2022-06-15 15000 15149 -149 -149 2687.477 SH DODGE & COX INCOME FD 2022-01-01 2022-07-22 34131 39065 -4934 -4934 1968.433 SH BAILLIE GIFFORD EMRG MKTS I 2022-01-01 2022-07-22 35944 52270 -16326 -16326 2089.392 SH BROWN CAPITAL MANAGEMENT 2022-01-01 2022-07-22 41036 55599 -14563 -14563 721.013 SH HARBOR CAPITAL APPRECIATION FUND 2022-01-01 2022-07-22 51567 67659 -16092 -16092 4954.195 SH DEUTSCHE ENHANCED COMMODITY 2022-01-01 2022-07-22 46569 47975 -1406 -1406 4602.417 SH DOUBLELINE TOTAL RETURN BOND I 2022-01-01 2022-07-22 43263 49065 -5802 -5802 1852.024 SH DOUBLEUNE TOTAL RETURN BOND I 2022-01-01 2022-07-22 17409 18687 -1278 -1278 1311.66 SH ALPS SMITH SHORT DURATION. 2022-01-01 2022-07-22 13326 13615 -289 -289 449.344 SH HARDING LOEVNER INTL EQUITY INST 2022-01-01 2022-07-22 10537 10371 166 166 8275.402 SH ALPS SMITH SHORT DURATION 2022-01-01 2022-07-22 84078 85899 -1821 -1821 851 SH INVESCO EXCHANGE-TRADED FD TR 2022-01-01 2022-07-25 37307 42063 -4756 -4756 4 SH !SHARES RUSSELL MIDCAP INDEX FD 2022-01-01 2022-07-25 274 294 -20 -20 2524 SH ISHARES CORE S&P 500 ETF 2022-01-01 2022-07-25 1011520 649130 362390 362390 580 SH ISHARES RUSSELL 1000 VALUE 2022-01-01 2022-07-25 86652 94811 -8159 -8159 220.428 SH HARDING LOEVNER INTL EQUITY INST 2022-01-01 2022-12-27 5154 5087 67 67 10000 SH UNITED STATES TREASURY 2022-01-01 2022-12-27 8900 9987 -1087 -1087 402.227 SH ARTISAN HIGH INCOME FUND 2022-01-01 2022-12-27 3419 4083 -664 -664 145.047 SH FIDELITY 500 INDEX FD 2022-01-01 2022-12-27 19330 20141 -811 -811 232.841 SH BAILLIE GIFFORD EMRG MKTS I 2022-01-01 2022-12-27 4200 5842 -1642 -1642 396.378 SH DODGE & COX INCOME FD 2022-01-01 2022-12-27 4871 5684 -813 -813 1429.767 SH GOLDMAN SACHS ABS RETURN TRACKER 2022-01-01 2022-12-27 12496 15082 -2586 -2586 405.75 SH DOUBLEUNE TOTAL RETURN BOND I 2022-01-01 2022-12-27 3603 4285 -682 -682 254.629 SH CALVERT EMERGING MARKETS EQUITY 2022-01-01 2022-12-27 4028 3465 563 563 235.396 SH DODGE & COX INCOME FD 2022-01-01 2022-12-27 2893 3380 -487 -487 239.555 SH DOUBLEUNE TOTAL RETURN BOND I 2022-01-01 2022-12-27 2127 2417 -290 -290 281.085 SH SEAFARER OVERSEAS GR AND INCOME 2022-01-01 2022-12-27 3207 3730 -523 -523 220 SH INVESCO EXCHANGE-TRADED FD TR 2022-01-01 2022-12-28 9612 10874 -1262 -1262 196 SH ISHARES CORE MSCI EAFE 2022-01-01 2022-12-28 12089 11853 236 236 32 SH ISHARES 1-3 YEAR TREASURY 2022-01-01 2022-12-28 2601 2646 -45 -45 22 SH ISHARES 1-3 YEAR TREASURY 2022-01-01 2022-12-28 1788 1819 -31 -31 15 SH ISHARES BARCLAYS 3-7 YEAR 2022-01-01 2022-12-28 1734 1794 -60 -60 23 SH ISHARES BARCLAYS 3-7 YEAR 2022-01-01 2022-12-28 2658 2751 -93 -93 206 SH ISHARES MSCI INTL VALUE FACTOR 2022-01-01 2022-12-28 4781 5179 -398 -398 108 SH ESG AWARE MSCI EAFE ETF 2022-01-01 2022-12-28 7113 8358 -1245 -1245 25000 SH UNITED STATES TREAS NTS 2022-01-01 2022-12-30 22241 24872 -2631 -2631 CAPITAL GAINS DIVIDENDS P 1542 1542 1542 384736 6502 0 6502 0 6502 0 0 5000 0 5000 0 1502 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 0 WWW.THEMFVA.ORG MICAH TAYLOR 5732818969 19320 GOLFVIEW DRIVE BIG RAPIDS MI 49307 0 0 0 0 0 0 0 0 1 2021 2020 2019 2018 1 0 0 0 0 0 0 0 0 0 0 0 0 CYNTHIA GENEVA 15506 160TH AVE GRAND HAVEN MI 49417 PRESIDENT 10.00 0 0 0 MICAH TAYLOR 19320 GOLFVIEW DRIVE BIG RAPIDS MI 49307 TREASURER, TRUSTEE-DONORS 28.00 0 0 0 SARA WIEDMAYER 8738 NEAL ROAD MANCHESTER MI 48158 SECRETARY 3.00 0 0 0 MITCHELL DOBRZELEWSKI 12900 S US HIGHWAY 27 DEWITT MI 48820 VICE PRESIDENT 1.00 0 0 0 MORGAN PORZSOLT-GRAVES 9487 HYDE ROAD CLARKLAKE MI 49234 TRUSTEE - GRANTS 4.00 0 0 0 JULIA HOLMES 3284 SARATOGA SPRINGS DRIVE MOUNT PLEASANT MI 48858 TRUSTEE - SCHOLARSHIPS 3.00 0 0 0 JULIE MARVIN MANDERS 530 PENTECOST HIGHWAY ONSTED MI 49234 TRUSTEE - CHARITABLE DONATIONS 1.00 0 0 0 JULIE MCMULLEN 5532 EAST CD AVENUE KALAMAZOO MI 49004 TRUSTEE 1.00 0 0 0 BRICE EDMONDS 12105 BOLDREY DRIVE FENTON MI 48430 TRUSTEE 1.00 0 0 0 SULMAN HANS 6166 ELARZ DRIVE TROY MI 48085 TRUSTEE 1.00 0 0 0 JIM BURNS 8107 GINGKO WAY DEXTER MI 48130 TRUSTEE - GRANTS, TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 4039782 393437 0 4433219 0 0 4433219 66498 4366721 218336 218336 6502 6502 211834 0 211834 0 211834 264214 0 264214 211834 215255 2020 2019 2018 1650744 0 264214 215255 0 0 48959 0 0 0 0 1650744 1650744 0 0 162875 0 0 0 THE ORGANIZATION 19320 GOLFVIEW DRIVE BIG RAPIDS MI 49307 5732818969 GRANT APPLICATIONS MUST BE SUBMITTED VIA APPLICATION AVAILABLE AT WWW.THEMVFA.ORG. SCHOLARSHIPS - MAY 1; GRANTS - MARCH 1 AND SEPTEMBER 1. GRANTS AND SCHOLARSHIPS ARE AWARDED ONLY FOR THE FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSE AND SUPPORT MICHIGAN EDUCATION OR AWARENESS. NO AWARDS ARE GIVEN FOR PAYMENT OF LODGING, MEALS, OR SALARIES. AWARDS AFTER JUNE 2022 WILL ONLY BE PAID TO SECTION 501(C)(3) ORGANIZATIONS IN GOOD STANDING FOR THE CURRENT FISCAL YEAR. ASSOCIATION FOR THE BLIND 456 CHERRY STREET SE GRAND RAPIDS MI 49503 PC AWARENESS, OPTOMETRY EQUIPMENT, CLINIC SERVICE EXPANSIONS 33085 FERRIS STATE UNIVERSITY FOUNDATION 1201 S STATE STREET BIG RAPIDS MI 49307 EO TUITION ASSISTANCE 20000 KENTUCKY COLLEGE OF OPTOMETRY 147 SYCAMORE STREET PIKEVILLE KY 41501 EO TUITION ASSISTANCE 1000 MICHIGAN COLLEGE OF OPTOMETRY 1310 CRAMER CIRCLE BIG RAPIDS MI 49307 EO TUITION ASSISTANCE, RESEARCH, AWARENESS 35430 MICHIGAN COLLEGE OF OPTOMETRY - SVOSH 1310 CRAMER CIRCLE BIG RAPIDS MI 49307 EO TRAVEL FUNDING FOR VISION SERVICES 25300 SPECIAL OLYMPICS MICHIGAN 10209 TWIN BRIDGE RD GRAYLING MI 49738 PC OPENING EYES PROGRAM 20000 OHIO STATE COLLEGE OF OPTPMETRY 338 W 10TH AVE COLUMBUS OH 43210 EO TUITION ASSISTANCE 1000 HEALTH UNIT DAVISON AVE (HUDA) CLINIC 13240 WOODROW WILSON STREET DETROIT MI 48238 PC OPTOMETRY EQUIPMENT 52648 EXALTA HEALTH 2060 DIVISION AVE S GRAND RAPIDS MI 49507 PC OPTOMETRY EQUIPMENT 41135 NORMAN CHAMBERS - PAID TO MICHIGAN 42081 W FOURTEEN MILE ROAD NOVI MI 48377 NONE I FINANCIAL ASSISTANCE FOR MEDICALLY NESSESARY CONTACT LENSES 3600 233198 0 14 1468 14 97593 18 384736 RETURN OF GRANT FUNDS 3241 0 483797 3241 487038 11A FUNDS RETURNED TO THE ORGANIZATION NOT USED BY GRANT RECEIPIENTS FOR THE PURPOSE OF GRANT GIVEN TO BE USED IN FUTURE YEARS FOR THE FURTHERANCE OF THE EXEMPT PURPOSE OF THE ORGANIZATION. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 14112 0 0 14112 PART VII-B, LINE 2A - TAX YEARS WITH UNDISTRIBUTED INCOME (CONTINUED) 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002, 2000. PART XIII, LINE 2(B) - PRIOR YEARS WITH UNDISTRIBUTED (CONTINUED) 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002, 2000. APPLE INC 05/03/13 2.400 05/03/23 14830 14880 APPLIED MATLS INC 09/24/15 3.900 10/01/25 25519 24443 ARTISAN HIGH INCOME FUND 118689 102276 CATERPILLAR INC 05/08/14 3.400 05/15/24 15969 14709 CHEVRON CORP 06/24/13 3.191 06/24/23 23805 23257 COSTCO WHSL CORP SR NT 05/18/17 3.000 05/18/27 25124 23496 DODGE & COX INCOME FD 148191 130638 DOUBLELINE TOTAL RETURN BOND I 184607 157112 FEDERAL HOME LOAN BANK 11/16/18 3.250 11/16/28 29896 24007 FEDERAL HOME LN MTG CORP 10/25/00 6.750 03/15/31 29050 23602 FANNIE MAE 08/05/20 0.875 08/05/30 47739 39689 ORACLE CORP 07/16/13 3.625 07/15/23 16411 14885 PEPSICO INC 02/24/16 2.850 02/24/26 25904 23743 PUBLIC STORAGE 11/09/21 1.500 11/09/26 22348 22218 QUALCOMM INC 05/20/15 3.450 05/20/25 25047 24335 CHARLES SCHWAB CORP SR GLBL 10/31/18 3.550 02/01/24 25813 24603 TARGET CORP SR NT 06/26/14 3.500 07/01/24 26264 24486 3M CO SR GLBL NT 08/26/19 2.375 08/26/29 24832 21203 TORONTO DOMINION BK 06/08/22 4.456 06/08/32 23903 23829 UNITED PARCEL SVC INC 03/15/19 3.400 03/15/29 26496 23238 WALMART INC SR NT 06/27/18 3.700 06/26/28 26734 24155 BAILLIE GIFFORD EMRG MKTS I 86372 64745 CALVERT EMERGING MARKETS EQUITY FUND CLASS I 98531 90013 FIDELITY 500 INDEX FD INST PREMIUM 1114042 1067991 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES 75885 67897 GRANDEUR PEAK INTL STALWARTS INST 51376 48393 HARDING LOEVNER INTL EQUITY INST 147645 124428 INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF 180854 160996 ISHARES S&P 500 BARRA GROWTH INDEX FUND 124135 101497 ISHARES RUSSELL MIDCAP VALUE INDEX FUND 71219 65899 ISHARES RUSSELL 2000 VALUE INDEX FUND 77255 61375 ISHARES CORE MSCI EAFE 172027 172284 ISHARES MSCI INTL VALUE FACTOR ETF 52855 49375 ESG AWARE MSCI EAFE ETF 122385 98873 VANGUARD MID-CAP GROWTH INDE 15751 11145 VANGUARD SMALL-CAP ETF 19815 15601 223605 211727 0 0 GOLDMAN SACHS ABS RETURN TRACKER AT COST 323298 292596 DEUTSCHE REAL ASSETS INST AT COST 175151 153126 LEGAL 4526 0 3241 1285 OFFICE SUPPLIES 59 0 0 59 TECHNOLOGY 322 0 0 322 ADVOCACY - OTHER 1171 0 0 1171 INSURANCE 880 0 0 880 BANK & OTHER FEES 42 0 0 42 RETURN OF GRANT FUNDS 3241 3241 INVESTMENT MANAGEMENT FEES FIFTH THIRD 16004 16004 0 0 PHOTOGRAPHY 675 0 0 675