2025-10-07T07:43:50-05:00 2024-11-30 382884363 JOHN F DONALDSON & ASSOCIATES 471 W SOUTH STREET SUITE 41A KALAMAZOO MI 49007 990PF 2023-12-01 311809798 THE SANTREECE FOUNDATION SANT 3129124813 370 NOTRE DAME ST GROSSE POINT MI 48230 THOMAS REECE PRESIDENT 3129124813 2025-10-06 1 0 JOHN F DONALDSON P01457485 2693452115 X 2023 2025-03-06 01:10:19Z X X 7191812 X X 230146 230146 22422 1474804 22422 10987 10987 263555 263555 26663 26663 26663 4345 4345 4345 62279 62279 62279 3101 3101 3101 626 626 626 97014 97014 97014 388500 388500 485514 97014 485514 -221959 166541 613232 8093 8093 5406509 5789689 7183719 6019741 5797782 7191812 0 0 X 6071118 5849159 0 0 -51377 -51377 6019741 5797782 6019741 5797782 6019741 -221959 0 5797782 0 5797782 SCHWAB INVESTMENTS P 164905 157058 7847 7847 SCHWAB INVESTMENTS P 1303956 1295324 8632 8632 SCHWAB INVESTMENTS: C.G. P 1954 1954 1954 K-1 P 3554 3554 3554 K-1 P 435 435 435 22422 2315 0 2315 0 2315 8000 0 0 0 8000 X 0 5685 5685 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 0 N/A HEATHER K REECE 2693452115 471 W SOUTH STREET SUITE 41A KALAMAZOO MI 49007 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS L REECE 370 NOTRE DAME ST GROSSE POINTE MI 48230 PRESIDENT, DIRECTOR 3.00 0 0 0 SANDRA REECE 370 NOTRE DAME ST GROSSE POINTE MI 48230 VICE-PRESIDENT, DIRECTOR 3.00 0 0 0 LESLIE A LITTLEJOHN 3117 FINDHORN EDMOND OK 73034 TREASURER, DIRECTOR 1.00 0 0 0 PAUL D LITTLEJOHN 3117 FINDHORN EDMOND OK 73034 ASST TREASURER, DIRECTOR 1.00 0 0 0 HEATHER K REECE 1201 AUDUBON ROAD GROSSE POINTE PARK MI 48230 TRUSTEE, DIRECTOR 1.00 26663 0 0 ANNE ANTOR 1201 AUDUBON ROAD GROSSE POINTE PARK MI 48230 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 6677368 435472 0 7112840 0 0 7112840 106693 7006147 350307 350307 2315 2315 347992 0 347992 0 347992 485514 0 485514 347992 0 0 102896 123213 140618 101831 173929 642487 485514 0 0 0 347992 137522 0 0 780009 0 0 0 0 0 0 102896 677113 123213 140618 101831 173929 137522 THOMAS L REECE SANDRA REECE HEATHER K REECE X 1ST FAMILY LLC 202 CHAPEL RIDE RD 713 PAULS VALLEY OK 73075 501C(3) AID TO FAMILIES IN NEED 15000 1ST FAMILY LLC 203 CADDO STREET NE 2C ARDMORE OK 73401 501C(3) AID TO FAMILIES IN NEED 20000 ADVOCATES FOR URBAN AGRICULTURE NFP PO BOX 168083 CHICAGO IL 60616 501C(3) URBAN AGRICULTURAL FARMS 2500 ALARAPH TEMPLE #20 4502 NE 23RD OKLAHOMA CITY OK 73121 501C(3) GENERAL OPERATING SUPPORT 40000 CARES INC 629 PIONEER STREET KALAMAZOO MI 49008 501C(3) GENERAL OPERATING SUPPORT 10000 DOMUS PACIS FAMILY RESPITE INC PO BOX 4424 FRISCO CO 80443 501C(3) HELP PEOPLE IN DISTRESS 5000 EMELLE PERFORMING ARTS INSTITUTE INC 2210 E 32ND PLACE NORTH TULSA OK 74110 501C(3) ENRICH DISADVANTAGE YOUTH VIA PERFORMING ARTS 20000 EVERYTOWN FOR GUN SAFETY SUPPORT FUND PO BOX 4184 NEW YORK NY 10153 501C(3) GUN SAFETY AND EDUCATION 10000 FAMILY & CHILDRENS SERVICES 1608 LAKE STREET KALAMAZOO MI 49001 501C(3) CHILD TREATMENT 20000 FARMERS ALLEY 221 FARMERS ALLEY KALAMAZOO MI 49007 501C(3) EDUCATIONAL PLAYS & WORKSHOPS 11000 GIRLS ON THE RUN - KALAMAZOO 3901 EMERALD DRIVE KALAMAZOO MI 49001 501C(3) GENERAL OPERATING SUPPORT 10000 GREATER CHICAGO FOOD DEPOSITORY 4100 WEST ANN LURIE PLACE CHICAGO IL 60632 501C(3) FOOD FOR NEEDY CHICAGOANS 5000 IT TAKES A VILLAGE FOUNDATION 1717 NE 51ST STREET OKLAHOMA CITY OK 73111 501C(3) UNIFORMS & SUPPLIES FOR KIDS 35000 JUNIOR LEAGUE OF OKLAHOMA 1001 NORTHWEST GRAND BLVD OKLAHOMA CITY OK 73118 501C(3) GENERAL OPERATING SUPPORT 5000 KALAMAZOO INSTITUTE OF ARTS 314 SOUTH PARK STREET KALAMAZOO MI 49007 501C(3) SUPPORT FOR EXHIBITION TOUR PROGRAM 10000 LEGAL AID OF WESTERN MICHIGAN 141 E MICHIGAN SUITE 400 KALAMAZOO MI 49007 501C(3) GENERAL OPERATING SUPPORT 10000 LINCOLN PARK ZOO 2001 N CLARK ST CHICAGO IL 60614 501C(3) SCIENCE INTRODUCTION FOR KIDS 10000 AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 501C(3) HURRICANE SANDY RELIEF FUND 10000 UNITARIAN UNIVERSALIST SERVICE COMMITTEE 689 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 501C(3) HAITI CHILDREN'S PROGRAM 25000 OPPORTUNITIES INDUSTRIALIZATION CENTER 3033 N WALKER AVE OKLAHOMA CITY OK 73105 501C(3) ADULT LITERACY & CAREER DEV 15000 GIRLS ON THE RUN-CENTRAL OAKLAHOMA 730 W WILSHIRE BLVD SUITE 110 OKLAHOMA CITY OK 73116 501C(3) EDUCATION FOR YOUNG GIRLS 90000 GIRLS ON THE RUN - NEW ORLEANS 5500 PRYTANIA STREET 528 NEW ORLEANS LA 70115 501C(3) EDUCATION OF YOUNG GIRLS 10000 388500 0 14 230146 14 10987 14 22422 0 263555 0 263555 0 0 0 0 0 0 0 0 0 0 ACCOUNTING SERVICES 4345 4345 4345 BONDS 698108 729801 EXCHANGE TRADED INVESTMENTS 5091581 6453918 DELAWARE FILING FEES 626 626 626 OTHER INCOME 10987 10987 10987 INVESTMENT MANAGEMENT FEES 62279 62279 62279 FOREIGN TAXES 3101 3101 3101