﻿<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.irs.gov/efile" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" returnVersion="2024v5.0">
  <ReturnHeader binaryAttachmentCnt="0">
    <ReturnTs>2025-04-15T13:23:16-04:00</ReturnTs>
    <TaxPeriodEndDt>2024-12-31</TaxPeriodEndDt>
    <PreparerFirmGrp>
      <PreparerFirmEIN>382621598</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1Txt>MONROE SWEERIS &amp; TROMP PC</BusinessNameLine1Txt>
      </PreparerFirmName>
      <PreparerUSAddress>
        <AddressLine1Txt>6617 CROSSINGS DR SE</AddressLine1Txt>
        <CityNm>GRAND RAPIDS</CityNm>
        <StateAbbreviationCd>MI</StateAbbreviationCd>
        <ZIPCd>495087358</ZIPCd>
      </PreparerUSAddress>
    </PreparerFirmGrp>
    <ReturnTypeCd>990PF</ReturnTypeCd>
    <TaxPeriodBeginDt>2024-01-01</TaxPeriodBeginDt>
    <Filer>
      <EIN>386484168</EIN>
      <BusinessName>
        <BusinessNameLine1Txt>MEHNEY DAVID P &amp; LINDA M FOUNDAT</BusinessNameLine1Txt>
        <BusinessNameLine2Txt>C/O DANIEL M MEHNEY</BusinessNameLine2Txt>
      </BusinessName>
      <BusinessNameControlTxt>MEHN</BusinessNameControlTxt>
      <PhoneNum>6164466191</PhoneNum>
      <USAddress>
        <AddressLine1Txt>2330 HALL STREET SE</AddressLine1Txt>
        <CityNm>GRAND RAPIDS</CityNm>
        <StateAbbreviationCd>MI</StateAbbreviationCd>
        <ZIPCd>49506</ZIPCd>
      </USAddress>
    </Filer>
    <BusinessOfficerGrp>
      <PersonNm>DANIEL M MEHNEY</PersonNm>
      <PersonTitleTxt>CO-TRUSTEE</PersonTitleTxt>
      <PhoneNum>6164469161</PhoneNum>
      <SignatureDt>2025-03-26</SignatureDt>
      <DiscussWithPaidPreparerInd>true</DiscussWithPaidPreparerInd>
    </BusinessOfficerGrp>
    <IRSResponsiblePrtyInfoCurrInd>true</IRSResponsiblePrtyInfoCurrInd>
    <PreparerPersonGrp>
      <PreparerPersonNm>CAROLYN M VAN ALLEN</PreparerPersonNm>
      <PTIN>P00441775</PTIN>
      <PhoneNum>6165545800</PhoneNum>
      <PreparationDt>2025-03-26</PreparationDt>
    </PreparerPersonGrp>
    <TaxYr>2024</TaxYr>
    <BuildTS>2025-03-06 01:10:19Z</BuildTS>
  </ReturnHeader>
  <ReturnData documentCnt="7">
    <IRS990PF documentId="RetDoc8">
      <Organization501c3ExemptPFInd>X</Organization501c3ExemptPFInd>
      <FMVAssetsEOYAmt>1237818</FMVAssetsEOYAmt>
      <MethodOfAccountingCashInd>X</MethodOfAccountingCashInd>
      <AnalysisOfRevenueAndExpenses>
        <ScheduleBNotRequiredInd>X</ScheduleBNotRequiredInd>
        <InterestOnSavRevAndExpnssAmt>211</InterestOnSavRevAndExpnssAmt>
        <InterestOnSavNetInvstIncmAmt>211</InterestOnSavNetInvstIncmAmt>
        <DividendsRevAndExpnssAmt>49270</DividendsRevAndExpnssAmt>
        <DividendsNetInvstIncmAmt>49270</DividendsNetInvstIncmAmt>
        <NetGainSaleAstRevAndExpnssAmt>-5330</NetGainSaleAstRevAndExpnssAmt>
        <GrossSalesPriceAmt>83345</GrossSalesPriceAmt>
        <OtherIncomeRevAndExpnssAmt referenceDocumentId="RetDoc5">5204</OtherIncomeRevAndExpnssAmt>
        <OtherIncomeNetInvstIncmAmt>-10</OtherIncomeNetInvstIncmAmt>
        <TotalRevAndExpnssAmt>49355</TotalRevAndExpnssAmt>
        <TotalNetInvstIncmAmt>49471</TotalNetInvstIncmAmt>
        <AccountingFeesRevAndExpnssAmt referenceDocumentId="RetDoc2">5300</AccountingFeesRevAndExpnssAmt>
        <AccountingFeesNetInvstIncmAmt>530</AccountingFeesNetInvstIncmAmt>
        <OtherProfFeesRevAndExpnssAmt referenceDocumentId="RetDoc6">2752</OtherProfFeesRevAndExpnssAmt>
        <OtherProfFeesNetInvstIncmAmt>2752</OtherProfFeesNetInvstIncmAmt>
        <TaxesRevAndExpnssAmt referenceDocumentId="RetDoc7">787</TaxesRevAndExpnssAmt>
        <TotOprExpensesRevAndExpnssAmt>8839</TotOprExpensesRevAndExpnssAmt>
        <TotOprExpensesNetInvstIncmAmt>3282</TotOprExpensesNetInvstIncmAmt>
        <TotOprExpensesDsbrsChrtblAmt>0</TotOprExpensesDsbrsChrtblAmt>
        <ContriPaidRevAndExpnssAmt>80000</ContriPaidRevAndExpnssAmt>
        <ContriPaidDsbrsChrtblAmt>80000</ContriPaidDsbrsChrtblAmt>
        <TotalExpensesRevAndExpnssAmt>88839</TotalExpensesRevAndExpnssAmt>
        <TotalExpensesNetInvstIncmAmt>3282</TotalExpensesNetInvstIncmAmt>
        <TotalExpensesDsbrsChrtblAmt>80000</TotalExpensesDsbrsChrtblAmt>
        <ExcessRevenueOverExpensesAmt>-39484</ExcessRevenueOverExpensesAmt>
        <NetInvestmentIncomeAmt>46189</NetInvestmentIncomeAmt>
      </AnalysisOfRevenueAndExpenses>
      <Form990PFBalanceSheetsGrp>
        <SavAndTempCashInvstBOYAmt>25972</SavAndTempCashInvstBOYAmt>
        <SavAndTempCashInvstEOYAmt>38657</SavAndTempCashInvstEOYAmt>
        <SavAndTempCashInvstEOYFMVAmt>38657</SavAndTempCashInvstEOYFMVAmt>
        <CorporateStockBOYAmt>598763</CorporateStockBOYAmt>
        <CorporateStockEOYAmt referenceDocumentId="RetDoc3">578362</CorporateStockEOYAmt>
        <CorporateStockEOYFMVAmt>931376</CorporateStockEOYFMVAmt>
        <OtherInvestmentsBOYAmt>321057</OtherInvestmentsBOYAmt>
        <OtherInvestmentsEOYAmt referenceDocumentId="RetDoc4">289289</OtherInvestmentsEOYAmt>
        <OtherInvestmentsEOYFMVAmt>267785</OtherInvestmentsEOYFMVAmt>
        <TotalAssetsBOYAmt>945792</TotalAssetsBOYAmt>
        <TotalAssetsEOYAmt>906308</TotalAssetsEOYAmt>
        <TotalAssetsEOYFMVAmt>1237818</TotalAssetsEOYFMVAmt>
        <TotalLiabilitiesEOYAmt>0</TotalLiabilitiesEOYAmt>
        <OrgDoesNotFollowFASB117Ind>X</OrgDoesNotFollowFASB117Ind>
        <RetainedEarningBOYAmt>945792</RetainedEarningBOYAmt>
        <RetainedEarningEOYAmt>906308</RetainedEarningEOYAmt>
        <TotNetAstOrFundBalancesBOYAmt>945792</TotNetAstOrFundBalancesBOYAmt>
        <TotNetAstOrFundBalancesEOYAmt>906308</TotNetAstOrFundBalancesEOYAmt>
        <TotalLiabilitiesNetAstBOYAmt>945792</TotalLiabilitiesNetAstBOYAmt>
        <TotalLiabilitiesNetAstEOYAmt>906308</TotalLiabilitiesNetAstEOYAmt>
      </Form990PFBalanceSheetsGrp>
      <ChgInNetAssetsFundBalancesGrp>
        <TotNetAstOrFundBalancesBOYAmt>945792</TotNetAstOrFundBalancesBOYAmt>
        <ExcessRevenueOverExpensesAmt>-39484</ExcessRevenueOverExpensesAmt>
        <SubtotalAmt>906308</SubtotalAmt>
        <TotNetAstOrFundBalancesEOYAmt>906308</TotNetAstOrFundBalancesEOYAmt>
      </ChgInNetAssetsFundBalancesGrp>
      <CapGainsLossTxInvstIncmDetail>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ALBEMARLE CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2017-08-21</AcquiredDt>
          <SoldDt>2024-08-05</SoldDt>
          <GrossSalesPriceAmt>8497</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>11317</CostOrOtherBasisAmt>
          <GainOrLossAmt>-2820</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-2820</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>8BLACKROCK SCI TECH</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-08-05</AcquiredDt>
          <SoldDt>2024-11-26</SoldDt>
          <GrossSalesPriceAmt>2100</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1548</CostOrOtherBasisAmt>
          <GainOrLossAmt>552</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>552</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ETF SER SOLUTIONS</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-08-05</AcquiredDt>
          <SoldDt>2024-02-02</SoldDt>
          <GrossSalesPriceAmt>6310</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>7624</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1314</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1314</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ETF SER SOLUTIONS</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-08-05</AcquiredDt>
          <SoldDt>2024-12-17</SoldDt>
          <GrossSalesPriceAmt>14581</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>17751</CostOrOtherBasisAmt>
          <GainOrLossAmt>-3170</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-3170</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>BLACKROCK LIQUIDITY</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-11-22</AcquiredDt>
          <SoldDt>2024-02-09</SoldDt>
          <GrossSalesPriceAmt>50035</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>50025</CostOrOtherBasisAmt>
          <GainOrLossAmt>10</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>10</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>BLACKROCK LIQUIDITY - BASIS ADJ</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-11-22</AcquiredDt>
          <SoldDt>2024-02-09</SoldDt>
          <CostOrOtherBasisAmt>365</CostOrOtherBasisAmt>
          <GainOrLossAmt>-365</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-365</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ETF SER SOLUTIONS - BASIS ADJ</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-08-05</AcquiredDt>
          <SoldDt>2024-12-17</SoldDt>
          <CostOrOtherBasisAmt>45</CostOrOtherBasisAmt>
          <GainOrLossAmt>-45</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-45</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>-5330</CapitalGainNetIncomeAmt>
        <NetShortTermCapitalGainLossAmt>-355</NetShortTermCapitalGainLossAmt>
      </CapGainsLossTxInvstIncmDetail>
      <ExciseTaxBasedOnInvstIncmGrp>
        <InvestmentIncomeExciseTaxAmt>642</InvestmentIncomeExciseTaxAmt>
        <SubtotalAmt>642</SubtotalAmt>
        <TaxBasedOnInvestmentIncomeAmt>642</TaxBasedOnInvestmentIncomeAmt>
        <EstimatedPlusOvpmtIncmTxAmt>700</EstimatedPlusOvpmtIncmTxAmt>
        <TotalPaymentsAndCreditsAmt>700</TotalPaymentsAndCreditsAmt>
        <Form2220AttachedInd referenceDocumentId="RetDoc1">X</Form2220AttachedInd>
        <EsPenaltyAmt>7</EsPenaltyAmt>
        <OverpaymentAmt>51</OverpaymentAmt>
        <AppliedToESTaxAmt>51</AppliedToESTaxAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>false</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>false</MoreThan100SpentInd>
        <Form1120POLFiledInd>false</Form1120POLFiledInd>
        <ActivitiesNotPreviouslyRptInd>false</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>false</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>false</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>false</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>true</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>true</AtLeast5000InAssetsInd>
        <OrgReportOrRegisterStateCd>MI</OrgReportOrRegisterStateCd>
        <Form990PFFiledWithAttyGenInd>true</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>false</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>false</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>false</OwnControlledEntityInd>
        <DonorAdvisedFundInd>false</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>true</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>N/A</WebsiteAddressTxt>
        <IndividualWithBooksNm>DANIEL M MEHNEY</IndividualWithBooksNm>
        <PhoneNum>6164466191</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>2330 HALL STREET SE</AddressLine1Txt>
          <CityNm>GRAND RAPIDS</CityNm>
          <StateAbbreviationCd>MI</StateAbbreviationCd>
          <ZIPCd>49506</ZIPCd>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>false</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SaleOrExchDisqualifiedPrsnInd>false</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>false</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>false</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>false</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>false</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>false</PaymentToGovernmentOfficialInd>
        <UndistributedIncomePYInd>false</UndistributedIncomePYInd>
        <BusinessHoldingsInd>false</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>false</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>false</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>false</InfluenceLegislationInd>
        <InfluenceElectionInd>false</InfluenceElectionInd>
        <GrantsToIndividualsInd>false</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>false</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>false</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>false</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>false</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>false</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>false</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>DANIEL M MEHNEY</PersonNm>
          <USAddress>
            <AddressLine1Txt>2330 HALL STREET SE</AddressLine1Txt>
            <CityNm>GRAND RAPIDS</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>49506</ZIPCd>
          </USAddress>
          <TitleTxt>CO-TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>000.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>JAMES N MEHNEY</PersonNm>
          <USAddress>
            <AddressLine1Txt>3530 CASCADE ROAD SE</AddressLine1Txt>
            <CityNm>GRAND RAPIDS</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>49546</ZIPCd>
          </USAddress>
          <TitleTxt>CO-TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>000.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>G THOMAS MEHNEY</PersonNm>
          <USAddress>
            <AddressLine1Txt>1320 FERO AVE NE</AddressLine1Txt>
            <CityNm>LOWELL</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>49331</ZIPCd>
          </USAddress>
          <TitleTxt>CO-TRUSTEE</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>000.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SumOfProgramRelatedInvstGrp>
        <Description1Txt>N/A</Description1Txt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>1196442</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>47819</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>1244261</TotalFMVOfUnusedAssetsAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>1244261</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>18664</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>1225597</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>61280</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>61280</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>642</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>642</TotalTaxAmt>
        <DistributableBeforeAdjAmt>60638</DistributableBeforeAdjAmt>
        <DistributableBeforeDedAmt>60638</DistributableBeforeDedAmt>
        <DistributableAsAdjustedAmt>60638</DistributableAsAdjustedAmt>
      </DistributableAmountGrp>
      <PFQualifyingDistributionsGrp>
        <ExpensesAndContributionsAmt>80000</ExpensesAndContributionsAmt>
        <QualifyingDistributionsAmt>80000</QualifyingDistributionsAmt>
      </PFQualifyingDistributionsGrp>
      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>60638</DistributableAsAdjustedAmt>
        <ExcessDistributionCyovYr5Amt>5499</ExcessDistributionCyovYr5Amt>
        <ExcessDistributionCyovYr4Amt>26948</ExcessDistributionCyovYr4Amt>
        <ExcessDistributionCyovYr1Amt>24476</ExcessDistributionCyovYr1Amt>
        <TotalExcessDistributionCyovAmt>56923</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>80000</QualifyingDistributionsAmt>
        <AppliedToCurrentYearAmt>60638</AppliedToCurrentYearAmt>
        <RemainingDistriFromCorpusAmt>19362</RemainingDistriFromCorpusAmt>
        <TotalCorpusAmt>76285</TotalCorpusAmt>
        <UndistributedIncomeCYAmt>0</UndistributedIncomeCYAmt>
        <ExcessDistriCyovFromYr5Amt>5499</ExcessDistriCyovFromYr5Amt>
        <ExcessDistriCyovToNextYrAmt>70786</ExcessDistriCyovToNextYrAmt>
        <ExcessFromYear4Amt>26948</ExcessFromYear4Amt>
        <ExcessFromYear1Amt>24476</ExcessFromYear1Amt>
        <ExcessFromCurrentYearAmt>19362</ExcessFromCurrentYearAmt>
      </UndistributedIncomeGrp>
      <SupplementaryInformationGrp>
        <ContributingManagerNm>DAVID P MEHNEY</ContributingManagerNm>
        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CLARK FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1551 FRANKLIN STREET SE</AddressLine1Txt>
            <CityNm>GRAND RAPIDS</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>49506</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>OPERATING FUND</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>EAST GRAND RAPIDS SCHOOL FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>2915 HALL ST SE</AddressLine1Txt>
            <CityNm>GRAND RAPIDS</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>49506</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>OPERATING FUND</GrantOrContributionPurposeTxt>
          <Amt>10000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CAMP HENRY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>5575 S GORDON AVE</AddressLine1Txt>
            <CityNm>NEWAYGO</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>49337</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>OPERATING FUND</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>GRCC FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>140 BOSTWICK AVE NE</AddressLine1Txt>
            <CityNm>GRAND RAPIDS</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>49503</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>OPERATING FUND</GrantOrContributionPurposeTxt>
          <Amt>35000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>GVSU</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1 CAMPUS DR</AddressLine1Txt>
            <CityNm>ALLENDALE</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>49401</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>OPERATING FUNDS</GrantOrContributionPurposeTxt>
          <Amt>10000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>GROWING ROOTS</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1918 COIT AVE NE</AddressLine1Txt>
            <CityNm>GRAND RAPIDS</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>49505</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>OC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>OPERATING FUNDS</GrantOrContributionPurposeTxt>
          <Amt>2500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>AIM TO INSPIRE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>2650 E BELTLINE AVE SE H</AddressLine1Txt>
            <CityNm>GRAND RAPIDS</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>49546</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>OPERATING FUNDS</GrantOrContributionPurposeTxt>
          <Amt>1500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>DAVENPORT UNIVERSITY FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>6191 KRAFT AVE SE</AddressLine1Txt>
            <CityNm>GRAND RAPIDS</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>49512</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>OPERATING FUND</GrantOrContributionPurposeTxt>
          <Amt>15000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>80000</TotalGrantOrContriPdDurYrAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>211</ExclusionAmt>
        </IntOnSavAndTempCashInvstGrp>
        <DividendsAndInterestFromSecDtl>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>49270</ExclusionAmt>
        </DividendsAndInterestFromSecDtl>
        <GainSalesAstOthThanInvntryGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>-4920</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>-410</RelatedOrExemptFunctionIncmAmt>
        </GainSalesAstOthThanInvntryGrp>
        <OtherRevenueDescribedGrp>
          <Desc>OTHER INVESTMENT ADJUSTMENT</Desc>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>-10</ExclusionAmt>
        </OtherRevenueDescribedGrp>
        <OtherRevenueDescribedGrp>
          <Desc>NON DIVIDEND DISTRIBUTIONS</Desc>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>5214</ExclusionAmt>
        </OtherRevenueDescribedGrp>
        <SubtotalsIncmProducingActyGrp>
          <ExclusionAmt>49765</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>-410</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>49355</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <AccountingFeesSchedule documentId="RetDoc2">
      <AccountingFeesDetail>
        <CategoryTxt>INDIRECT ACCOUNTING FEES</CategoryTxt>
        <Amt>5300</Amt>
        <NetInvestmentIncomeAmt>530</NetInvestmentIncomeAmt>
      </AccountingFeesDetail>
    </AccountingFeesSchedule>
    <InvestmentsCorpStockSchedule documentId="RetDoc3">
      <InvestmentsCorporateStockGrp>
        <StockNm>CORPORATE STOCK - MERRILL LYNCH</StockNm>
        <EOYBookValueAmt>383973</EOYBookValueAmt>
        <EOYFMVAmt>667098</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>CORPORATE STOCK - STIFEL NICOLAUS</StockNm>
        <EOYBookValueAmt>194389</EOYBookValueAmt>
        <EOYFMVAmt>264278</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <InvestmentsOtherSchedule2 documentId="RetDoc4">
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>OTHER INVESTMENTS - MERRILL LYNCH</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>FMV</ListedAtCostOrFMVCd>
        <BookValueAmt>222027</BookValueAmt>
        <EOYFMVAmt>193447</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>OTHER INVESTMENTS - STIFEL NICOLAUS</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>FMV</ListedAtCostOrFMVCd>
        <BookValueAmt>67262</BookValueAmt>
        <EOYFMVAmt>74338</EOYFMVAmt>
      </InvestmentsOtherGrp>
    </InvestmentsOtherSchedule2>
    <OtherIncomeSchedule2 documentId="RetDoc5">
      <OtherIncomeDetail>
        <Desc>OTHER INVESTMENT ADJUSTMENTS</Desc>
        <RevenueAndExpensesPerBooksAmt>-10</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>-10</NetInvestmentIncomeAmt>
      </OtherIncomeDetail>
      <OtherIncomeDetail>
        <Desc>NON DIVIDEND DISTRIBUTIONS</Desc>
        <RevenueAndExpensesPerBooksAmt>5214</RevenueAndExpensesPerBooksAmt>
      </OtherIncomeDetail>
    </OtherIncomeSchedule2>
    <OtherProfessionalFeesSchedule documentId="RetDoc6">
      <OtherProfessionalFeesDetail>
        <CategoryTxt>ADVISORY FEES</CategoryTxt>
        <Amt>2752</Amt>
        <NetInvestmentIncomeAmt>2752</NetInvestmentIncomeAmt>
      </OtherProfessionalFeesDetail>
    </OtherProfessionalFeesSchedule>
    <TaxesSchedule documentId="RetDoc7">
      <TaxesDetail>
        <CategoryTxt>FEDERAL EXCISE TAX</CategoryTxt>
        <Amt>679</Amt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>FOREIGN TAX ON DIVIDEND INCOME</CategoryTxt>
        <Amt>108</Amt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>