John E Fetzer Memorial Tr Fund

Gergely Michael C Ttee

Vicksburg, MI
Tax-exempt since Nov. 1992
EIN: 38-3010714

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Revenue

$4M (2022)

Expenses

$212k (2022)

Total Assets

$0 (2022)

Total Liabilities

$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2022

Revenue

$4,003,054

Expenses

$212,091

Net Income

$3,790,963

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,340	0.2%
Sales of Assets	$0
Other Income	$3,996,714	99.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,230	28.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Memorial Trust Wrap Up Committee (Chairman)	$0	$0

990-PF

Filed on Aug. 29, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending June
2021

Revenue

$23,065,952

Expenses

$14,203,405

Net Income

$8,862,547

Net Assets

$3,478,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,152,471	5.0%
Sales of Assets	$21,824,418	94.6%
Other Income	$89,063	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,012,373	35.3%
Compensation of Officers*	$2,588,684	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,483,217
Total Liabilities	$4,899
Net Assets	$3,478,318

Compensation

Key Employees and Officers	Compensation	Other
Bruce Fetzer (President)	$2,136,107	$14,296
Lisa M Ferworn (Mgr, Fin. And Grants)	$909,894	$5,071
Jan Walleczek Phd (Trustee)	$180,737	$0
Louis Leeburg (Chairman/Treasurer)	$113,798	$0
Michael Gergely (Secretary)	$65,563	$0
Thomas Beaver (Trustee)	$61,443	$0
Jeremy Waletzky Md (Trustee)	$21,337	$0
Bruce Carlson Phd (Trustee)	$9,699	$0

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990-PF

Filed on Feb. 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2020

Revenue

$689,276

Expenses

$13,302,516

Net Income

-$12,613,240

Net Assets

$81,595,554

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,973,641	> 100%
Sales of Assets	$0
Other Income	$612,500	88.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,036,676	90.5%
Compensation of Officers*	$1,928,975	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$81,919,533
Total Liabilities	$323,979
Net Assets	$81,595,554

Compensation

Key Employees and Officers	Compensation	Other
Bruce Fetzer (President)	$735,986	$27,759
Jan Walleczek Phd (Trustee)	$665,146	$0
Louis Leeburg (Chairman/Treasurer)	$220,967	$0
Michael Gergely (Secretary)	$127,307	$0
Thomas Beaver (Trustee)	$119,306	$0
Lisa M Ferworn (Mgr, Fin. And Grants)	$99,471	$9,947
Jeremy Waletzky Md (Trustee)	$41,431	$0
Bruce Carlson Phd (Trustee)	$18,832	$0

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990-PF

Filed on Dec. 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2019

Revenue

$15,681,010

Expenses

$8,960,575

Net Income

$6,720,435

Net Assets

$95,963,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,065,647	19.6%
Sales of Assets	$11,971,613	76.3%
Other Income	$643,750	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,424,969	82.9%
Compensation of Officers*	$1,230,740	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$97,078,006
Total Liabilities	$1,114,054
Net Assets	$95,963,952

Compensation

Key Employees and Officers	Compensation	Other
Jan Walleczek Phd (Trustee)	$340,724	$0
Bruce Fetzer (President)	$269,507	$121,279
Louis Leeburg (Chairman/Treasurer)	$214,531	$0
Michael Gergely (Secretary)	$123,599	$0
Thomas Beaver (Trustee)	$115,832	$0
Lisa M Ferworn (Mgr, Fin, & Grants)	$95,603	$9,560
Jeremy Waletzky Md (Trustee)	$40,225	$0
Bruce Carlson Phd (Trustee)	$18,284	$0

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990-PF

Filed on Feb. 25, 2020

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2018

Revenue

$9,564,728

Expenses

$8,438,332

Net Income

$1,126,396

Net Assets

$101,901,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,289,973	13.5%
Sales of Assets	$7,646,630	79.9%
Other Income	$628,125	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,770,326	80.2%
Compensation of Officers*	$1,168,499	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$102,828,778
Total Liabilities	$927,083
Net Assets	$101,901,695

Compensation

Key Employees and Officers	Compensation	Other
Jan Walleczek Phd (Trustee)	$330,800	$0
Bruce Fetzer (President)	$261,658	$105,663
Louis Leeburg (Chairman/Treasurer)	$208,282	$0
Michael Gergely (Secretary)	$119,999	$0
Thomas Beaver (Trustee)	$112,458	$0
Lisa M Ferworn (Mgr, Fin, & Grants)	$92,819	$9,282
Jeremy Waletzky Md (Trustee)	$39,053	$0
Bruce Carlson Phd (Trustee)	$17,751	$0

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990-PF

Filed on March 26, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2017

Revenue

$6,448,928

Expenses

$7,311,489

Net Income

-$862,561

Net Assets

$101,116,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,035,504	16.1%
Sales of Assets	$4,857,174	75.3%
Other Income	$556,250	8.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,150,732	84.1%
Compensation of Officers*	$1,121,763	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$101,678,015
Total Liabilities	$561,749
Net Assets	$101,116,266

Compensation

Key Employees and Officers	Compensation	Other
Jan Walleczek Ph D (Trustee)	$321,166	$0
Bruce Fetzer (President)	$254,036	$89,631
Louis Leeburg (Chairman/Treasurer)	$202,216	$0
Michael Gergely (Secretary)	$116,504	$0
Thomas Beaver (Trustee)	$109,183	$0
Lisa M Ferworn (Mgr, Fin, & Grants)	$90,115	$9,012
Jeremy Waletzky M D (Trustee)	$37,915	$0
Bruce Carlson Ph D (Trustee)	$17,234	$0

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990-PF

Filed on March 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2016

Revenue

$9,980,830

Expenses

$7,039,571

Net Income

$2,941,259

Net Assets

$94,323,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,257,029	12.6%
Sales of Assets	$8,253,228	82.7%
Other Income	$470,573	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,799,781	82.4%
Compensation of Officers*	$1,084,881	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$94,746,956
Total Liabilities	$423,516
Net Assets	$94,323,440

Compensation

Key Employees and Officers	Compensation	Other
Jan Walleczek Phd (Trustee)	$311,811	$0
Bruce Fetzer (President)	$295,965	$29,595
Louis Leeburg (Chairman/Treasurer)	$196,326	$0
Michael Gergely (Secretary)	$113,110	$0
Thomas Beaver (Trustee)	$106,003	$0
Lisa M Ferworn (Manager, Finance)	$87,490	$8,719
Jeremy Waletzky Md (Trustee)	$36,811	$0
Bruce Carlson Phd (Trustee)	$16,732	$0
Frances Vaughan Phd (Trustee)	$8,123	$0

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990-PF

Filed on March 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2015

Revenue

$13,039,499

Expenses

$6,615,240

Net Income

$6,424,259

Net Assets

$103,034,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$981,339	7.5%
Sales of Assets	$11,666,024	89.5%
Other Income	$392,136	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,399,533	81.6%
Compensation of Officers*	$920,896	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$103,389,035
Total Liabilities	$354,202
Net Assets	$103,034,833

Compensation

Key Employees and Officers	Compensation	Other
Jan Walleczek Phd (Trustee)	$247,249	$0
Bruce Fetzer (President)	$202,079	$26,677
Louis Leeburg (Chairman/Treasurer)	$190,608	$0
Michael Gergely (Secretary)	$109,816	$0
Thomas Beaver (Trustee)	$102,915	$0
Lisa M Ferworn (Manager Finance)	$70,114	$9,676
Jeremy Waletzky Md (Trustee)	$35,739	$0
Frances Vaughan Phd (Trustee)	$16,245	$0
Bruce Carlson Phd (Trustee)	$16,245	$0

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990-PF

Filed on May 2, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2014

Revenue

$8,721,436

Expenses

$5,426,214

Net Income

$3,295,222

Net Assets

$106,002,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$961,337	11.0%
Sales of Assets	$6,010,099	68.9%
Other Income	$1,750,000	20.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,649,379	85.7%
Compensation of Officers*	$877,639	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$106,373,203
Total Liabilities	$370,917
Net Assets	$106,002,286

Compensation

Key Employees and Officers	Compensation	Other
Jan Walleczek Phd (Trustee)	$247,249	$0
Louis Leeburg (Treasurer)	$190,608	$0
Bruce Fetzer (President)	$158,822	$35,290
Michael Gergely (Secretary)	$109,816	$0
Thomas Beaver (Trustee)	$102,915	$0
Lisa M Ferworn (Manager Finance)	$65,953	$11,431
Jeremy Waletzky Md (Trustee)	$35,739	$0
Frances Vaughan Phd (Trustee)	$16,245	$0
Bruce Carlson Phd (Trustee)	$16,245	$0
Robert Lehman (Chairman)	$0	$0

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990-PF

Filed on April 20, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending June
2013

Revenue

$7,397,773

Expenses

$5,183,770

Net Income

$2,214,003

Net Assets

$91,243,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$908,966	12.3%
Sales of Assets	$6,070,057	82.1%
Other Income	$418,750	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,474,513	86.3%
Compensation of Officers*	$786,576	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$91,520,382
Total Liabilities	$277,260
Net Assets	$91,243,122

990-PF

Filed on May 27, 2014

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending June
2012

Revenue

$5,619,803

Expenses

$4,837,501

Net Income

$782,302

Net Assets

$83,022,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$746,704	13.3%
Sales of Assets	$4,351,683	77.4%
Other Income	$521,416	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,212,408	87.1%
Compensation of Officers*	$778,246	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$83,243,141
Total Liabilities	$220,261
Net Assets	$83,022,880

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2011

Revenue

$4,061,362

Expenses

$5,180,437

Net Income

-$1,119,075

Net Assets

$89,909,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$708,168	17.4%
Sales of Assets	$3,108,031	76.5%
Other Income	$245,163	6.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,527,006	87.4%
Compensation of Officers*	$691,844	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$90,240,441
Total Liabilities	$330,622
Net Assets	$89,909,819

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated April 20, 2026

John E Fetzer Memorial Tr Fund

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4M (2022)

Expenses $212k (2022)

Total Assets $0 (2022)

Total Liabilities $0 (2022)

Tax Filings by Year

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending June 2012

Extracted Financial Data

Revenue

$4M (2022)

Expenses

$212k (2022)

Total Assets

$0 (2022)

Total Liabilities

$0 (2022)

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002

Fiscal Year Ending July
2001