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    3. Jay Van Andel Trust Uad 82878

    Jay Van Andel Trust Uad 82878

    ActivePhilanthropy & Voluntarism
    GRAND RAPIDS, MI6165742741
    EIN (Tax ID): 20-6425186Latest Form 990:

    About Jay Van Andel Trust Uad 82878

    The Jay Van Andel Trust is essentially a single-purpose funder that directs virtually all of its resources to the Van Andel Institute for medical research. Its grants are large, mission-focused investments in biomedical research capacity and operations, including contributions of cash and complex assets. The foundation functions as the primary institutional funder supporting the Institute’s scientific work and long-term financial health.

    Focus Areas

    Biomedical and medical research (institutional support for a research institute)Research infrastructure and capacity-building for the Van Andel InstituteLong-term financial support/endowment and asset contributions to sustain scientific programs

    Who They Fund

    research institute (Van Andel Research Institute)

    Giving Approach

    Highly concentrated: nearly all dollars go to a single grantee (Van Andel Institute) through large, infrequent grants including contributed property and sizeable cash transfers to support research operations and institutional stability.

    Funding Style

    restricted/project-specific funding (designated to a named institute)

    About Jay Van Andel Trust Uad 82878

    Jay Van Andel Trust Uad 82878 directs nearly all of its grantmaking to one institution: Van Andel Institute in Grand Rapids, Michigan. The recent record shows exceptionally large, designated support for medical research, including a $100,000,000 grant in 2023 reported as contributed property and several additional multi-million-dollar transfers tied to the benefit of Van Andel Research Institute. That concentration makes the trust less a diversified grantmaker than a dedicated financial backer for the institute’s scientific mission. The pattern also shows that the trust’s support is not limited to cash. It has contributed marketable securities and limited partnership interests, with fair market valuations recorded on multiple grants. In 2023 and 2024, grants at $59,012,252, $32,350,437, and $22,500,000 were all directed to the same recipient and framed around medical research. A 2025 grant of $14,200,000 continued that same line of support. Across the recent record, the trust functions as a major institutional funder for research operations and long-term financial strength tied to the Van Andel Institute.

    What Jay Van Andel Trust Uad 82878 Funds

    In medical research, the trust’s giving is centered on Van Andel Institute and Van Andel Research Institute, with grants explicitly labeled for the benefit of the research institute. One 2024 grant of $22,500,000 was tied to LP interest in Adabelle Capital LP, showing that the support can come through complex assets rather than only cash. The trust also uses asset contributions to sustain research capacity. A 2023 grant of $32,350,437 was recorded as marketable securities, while another 2023 grant of $18,637,311 involved LP interest in Calamos Global Opportunities Fund LP. These gifts show a funding pattern that supports the institute’s financial base alongside its scientific work. A separate 2023 grant of $100,000,000, also for medical research, was documented as contributed property. Taken together, the named grants point to sustained institutional support rather than project-specific awards to multiple organizations.

    How Jay Van Andel Trust Uad 82878 Gives

    The recent grant record shows a very large-gift profile: the 25th percentile is $22,500,000, the median is $32,350,437, and the 75th percentile is $59,012,252. One grant reached $100,000,000, well above the upper quartile. The pattern is highly repetitive rather than dispersed; the same recipient appears across multiple years, indicating ongoing support for a single institutional beneficiary. The trust is not a funder of individuals and does not make program-related investments. Its grants also include non-cash property, including marketable securities and LP interests, valued through book value or valuation methods.

    Financial Snapshot

    Annual Giving

    $14.2M

    Total Assets

    $172.7M

    Total Revenue

    $2.7M

    Total Expenses

    $15.1M

    Typical Grant Size

    Most grants fall between $22.5M and $59M, with a median of $32.4M.

    25th Percentile

    $22.5M

    Median

    $32.4M

    75th Percentile

    $59M

    Geographic Reach

    Local1 state funded

    About 100% of grants go to recipients in MI.

    Funding intensity
    Low
    High
    Headquarters

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    Privacy PolicyTerms of ServiceSystem Status
    2025
    Total assets: $172.7M
    4 filings on record
    Find their full 990 filing →
    See If You're a Fit — FreeFree account · instant fit score · similar funders
    non-cash/in-kind asset donations (marketable securities, LP interests)
    transformational/major gifts
    valuation-based contributions (fair market valuation methods)

    Notable grantees: Van Andel Institute

    Topics

    medical researchbiomedical research fundingresearch program supportresearch institute endowment/supportcapitalizing scientific research via asset gifts

    Where Jay Van Andel Trust Uad 82878 Makes Grants

    The trust’s giving is geographically concentrated in Michigan. All six recent grants went to recipients in the United States, and 100% were awarded in the HQ state of Michigan. The recipient city repeatedly appears as Grand Rapids, including Van Andel Institute in Grand Rapids, which anchors the trust’s local footprint. No other states or countries appear in the recent grants data, so the distribution is fully centered on a single Michigan recipient location.

    Frequently Asked Questions About Jay Van Andel Trust Uad 82878

    What kind of organization does Jay Van Andel Trust Uad 82878 support?

    It supports a single research institution: Van Andel Institute in Grand Rapids, Michigan. The recent grants are consistently labeled for medical research and for the benefit of Van Andel Research Institute, showing a tightly focused institutional funding relationship.

    What is the trust’s typical grant size?

    The recent grant sizes are very large. The 25th percentile is $22,500,000, the median is $32,350,437, and the 75th percentile is $59,012,252. A 2023 grant also reached $100,000,000.

    Does the trust give only cash grants?

    No. The recent record includes contributed property such as marketable securities and limited partnership interests. Examples include marketable securities with a fair market value of $32,350,437 and LP interests valued at $22,500,000 and $18,637,311.

    Where do its grants go geographically?

    The recent grants are entirely local to Michigan. All six recent grants were made to recipients in the United States, and 100% were to recipients in the HQ state of Michigan, with Grand Rapids appearing as the recipient city.

    Does the trust fund multiple organizations or just one?

    The recent grants point to one main recipient: Van Andel Institute in Grand Rapids. The same institution appears across multiple years, including 2023, 2024, and 2025, which indicates a recurring funding relationship rather than broad dispersed grantmaking.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    VAN ANDEL INSTITUTEGRAND RAPIDS, MI$14,200,0002025MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTECONTRIBUTED PROPERTY: LP INTEREST IN ADABELLE CAPITAL LPFAIR MARKET VALUE: 14,200,000METHOD TO DETERMINE FAIR MARKET VALUE: VALUATION BASED ON NET ASSET VALUEBOOK VALUE: 14,200,000METHOD TO DETERMINE BOOK VALUE: COSTDATE OF GIFT: DECEMBER 31, 2024
    VAN ANDEL INSTITUTEGRAND RAPIDS, MI$22,500,0002024MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTECONTRIBUTED PROPERTY: LP INTEREST IN ADABELLE CAPITAL LPFAIR MARKET VALUE: 22,500,000METHOD TO DETERMINE FAIR MARKET VALUE: VALUATION BASED ON NET ASSET VALUEBOOK VALUE: 22,500,000METHOD TO DETERMINE BOOK VALUE: COSTDATE OF GIFT: DECEMBER 31, 2023
    VAN ANDEL INSTITUTEGRAND RAPIDS, MI$100,000,0002023MEDICAL RESEARCHCONTRIBUTED PROPERTY: MARKETABLE SECURITIES BOOK VALUE: 95,553,260 - 12,385,253 OF WHICH IS THE CASH CONTRIBUTION.METHOD TO DETERMINE BOOK VALUE: COSTMETHOD TO DETERMINE FAIR MARKET VALUE: MEAN OF HIGH/LOW PRICES ON DATE OF CONTRIBUTIONDATE OF GIFT: VARIOUS
    VAN ANDEL INSTITUTEGRAND RAPIDS, MI$59,012,2522023MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTE
    VAN ANDEL INSTITUTEGRAND RAPIDS, MI$32,350,4372023MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTECONTRIBUTED PROPERTY: MARKETABLE SECURITIESBOOK VALUE: 21,753,723METHOD TO DETERMINE BOOK VALUE: COSTFAIR MARKET VALUE: 32,350,437METHOD TO DETERMINE FAIR MARKET VALUE: MEAN OF HIGH/LOW PRICES ON DATE OF CONTRIBUTIONDATE OF GIFT: DECEMBER 19, 2022
    VAN ANDEL INSTITUTEGRAND RAPIDS, MI$18,637,3112023MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTECONTRIBUTED PROPERTY: LP INTEREST IN CALAMOS GLOBAL OPPORTUNITIES FUND LPFAIR MARKET VALUE: 18,637,311METHOD TO DETERMINE FAIR MARKET VALUE: VALUATION BASED ON NET ASSET VALUEBOOK VALUE: 18,637,311METHOD TO DETERMINE BOOK VALUE: COSTDATE OF GIFT: DECEMBER 1, 2022

    VAN ANDEL INSTITUTE

    $14,200,000
    GRAND RAPIDS, MI2025

    MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTECONTRIBUTED PROPERTY: LP INTEREST IN ADABELLE CAPITAL LPFAIR MARKET VALUE: 14,200,000METHOD TO DETERMINE FAIR MARKET VALUE: VALUATION BASED ON NET ASSET VALUEBOOK VALUE: 14,200,000METHOD TO DETERMINE BOOK VALUE: COSTDATE OF GIFT: DECEMBER 31, 2024

    VAN ANDEL INSTITUTE

    $22,500,000
    GRAND RAPIDS, MI2024

    MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTECONTRIBUTED PROPERTY: LP INTEREST IN ADABELLE CAPITAL LPFAIR MARKET VALUE: 22,500,000METHOD TO DETERMINE FAIR MARKET VALUE: VALUATION BASED ON NET ASSET VALUEBOOK VALUE: 22,500,000METHOD TO DETERMINE BOOK VALUE: COSTDATE OF GIFT: DECEMBER 31, 2023

    VAN ANDEL INSTITUTE

    $100,000,000
    GRAND RAPIDS, MI2023

    MEDICAL RESEARCHCONTRIBUTED PROPERTY: MARKETABLE SECURITIES BOOK VALUE: 95,553,260 - 12,385,253 OF WHICH IS THE CASH CONTRIBUTION.METHOD TO DETERMINE BOOK VALUE: COSTMETHOD TO DETERMINE FAIR MARKET VALUE: MEAN OF HIGH/LOW PRICES ON DATE OF CONTRIBUTIONDATE OF GIFT: VARIOUS

    VAN ANDEL INSTITUTE

    $59,012,252
    GRAND RAPIDS, MI2023

    MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTE

    VAN ANDEL INSTITUTE

    $32,350,437
    GRAND RAPIDS, MI2023

    MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTECONTRIBUTED PROPERTY: MARKETABLE SECURITIESBOOK VALUE: 21,753,723METHOD TO DETERMINE BOOK VALUE: COSTFAIR MARKET VALUE: 32,350,437METHOD TO DETERMINE FAIR MARKET VALUE: MEAN OF HIGH/LOW PRICES ON DATE OF CONTRIBUTIONDATE OF GIFT: DECEMBER 19, 2022

    VAN ANDEL INSTITUTE

    $18,637,311
    GRAND RAPIDS, MI2023

    MEDICAL RESEARCH - FOR THE BENEFIT OF VAN ANDEL RESEARCH INSTITUTECONTRIBUTED PROPERTY: LP INTEREST IN CALAMOS GLOBAL OPPORTUNITIES FUND LPFAIR MARKET VALUE: 18,637,311METHOD TO DETERMINE FAIR MARKET VALUE: VALUATION BASED ON NET ASSET VALUEBOOK VALUE: 18,637,311METHOD TO DETERMINE BOOK VALUE: COSTDATE OF GIFT: DECEMBER 1, 2022