Jay Van Andel Trust Uad 82878

EIN 206425186

Grand Rapids, MI 49503 |(616) 808-2713

Total Given 2020–2024
$246.7M
6 grants · $49.3M avg/year
based on 5 yrs of IRS 990-PF records on file
$10M+/yr
major funder
capacity
$27.4M
typical big bets · $19.6M–$52.3M
grant size
100%
deep partner · 1/1 multi-year
repeat
$172.7M
Assets (2024)
1
Distinct Recipients

About

TAXABLE INCOME 2,234,571QUALIFIED DIVIDENDS 769,288SMALLER OF TAXABLE INCOME OR $15,450 15,450LESS AMOUNT OF TAX AT 0% (3,150)TAXABLE INCOME AT 15% BRACKET 12,300TAX 1,845TAXABLE INCOME 2,234,571 (15,450)TAXABLE INCOME AT 20% TAX RATE 2,219,121TAX 443,824TOTAL TAX LIABILITY UNDER SECTION 511 445,669

Focus Areas

Health Science & Research

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person LAURA PETTINGA
Phone (616) 808-2713
Deadlines NONE
How to Apply LETTER OF REFERENCE
Restrictions NONE

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 $100.0M $363.7M $35.4M 1
2022 $110.0M $174.9M $19.1M 3
2023 $22.5M $170.8M $1.9M 1
2024 $14.2M $172.7M $2.7M 1

Grant Size Distribution

Based on 6 grants on record

Minimum
$14.2M
25th Pctl
$19.6M
Median
$27.4M
Average
$41.1M
75th Pctl
$52.3M
Maximum
$100.0M

Geographic Distribution

Officers & Directors

Grants Awarded (6 total)

Purpose
Van Andel Institute Grand Rapids, MI $100,000,000 MEDICAL RESEARCHCONTRIBUTED PROPERTY: MARKETABLE SECURITIES BOOK VALUE: 95,553,260 - 12,385,253 OF WHICH IS THE CASH... 2020
Van Andel Institute Grand Rapids, MI $59,012,252 MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTE 2022
Van Andel Institute Grand Rapids, MI $32,350,437 MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTECONTRIBUTED PROPERTY: MARKETABLE SECURITIESBOOK... 2022
Van Andel Institute Grand Rapids, MI $22,500,000 MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTECONTRIBUTED PROPERTY: LP INTEREST IN ADABELLE... 2023
Van Andel Institute Grand Rapids, MI $18,637,311 MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTECONTRIBUTED PROPERTY: LP INTEREST IN CALAMOS... 2022
Van Andel Institute Grand Rapids, MI $14,200,000 MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTECONTRIBUTED PROPERTY: LP INTEREST IN ADABELLE... 2024