IRVING S GILMORE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- IRVING S GILMORE FOUNDATION (EIN 23-7236057)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202601279349100905
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T07:56:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381910111 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS GREAT LAKES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7171 STADIUM DRIVE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237236057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVING S GILMORE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILM | BusinessNameControlTxt |
| Phone | 2693426411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 EAST MICHIGAN AVENUE STE 900 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RM HUGHEY JR | PersonNm |
| Person Title | EXECUTIVE VP | PersonTitleTxt |
| Phone | 2693426411 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RHONDA L NEWMAN | PreparerPersonNm |
| PTIN | P00047726 | PTIN |
| Phone | 2693817600 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $367,496,629 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $263,642 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $263,642 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,485,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,464,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,411,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,157,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,904,461 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,502 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $95,633 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $42,186,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,728,593 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $695,557 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $47,590 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $647,967 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $164,499 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $164,499 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $267,049 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,923 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $257,991 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,958 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,067 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,663 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,832 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,782 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,821,322 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,791,724 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,936 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $616,678 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $131,126 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $48,548 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,794 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $408 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $80,562 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,834 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $75,728 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,306 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $431 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,495 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,775 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,783 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115,272 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,587 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $112,908 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,857,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,045,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,402,704 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,207,396 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,676,271 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,064,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,045,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,078,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,122,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,683,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,541 | CashBOYAmt |
| Cash EOY | $10,734 | CashEOYAmt |
| Cash EOYFMV | $10,734 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,663,301 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,787,559 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,787,559 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $406,031 | AcctRcvblAmt |
| Acct Rcvbl BOY | $567,320 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $406,031 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $406,031 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $58,151 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $69,433 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $69,433 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $14,595,470 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,088,372 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,088,372 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $179,991,129 | CorporateStockBOYAmt |
| Corporate Stock EOY | $188,572,070 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $188,572,070 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $37,303,514 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,812,557 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,812,557 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $105,226,264 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $137,268,085 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $137,268,085 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,026,376 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $986,119 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $35,255 | LandBOYAmt |
| Land EOY | $40,257 | LandEOYAmt |
| Land EOYFMV | $40,257 | LandEOYFMVAmt |
| Other Assets BOY | $514,369 | OtherAssetsBOYAmt |
| Other Assets EOY | $441,531 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $441,531 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $352,967,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $367,496,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $367,496,629 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $481,908 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $533,546 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,935,375 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,645,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $539,319 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $469,732 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,956,602 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,648,778 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $349,010,712 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $363,847,851 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $349,010,712 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $363,847,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $352,967,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $367,496,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $349,010,712 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,122,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $372,132,808 | SubtotalAmt |
| Other Decreases | $8,284,957 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $363,847,851 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SALES OF SECURITIES | $131,157,057 | $97,745,808 | $33,411,249 | $33,411,249 |
| COLUMBUS CORE PLUS BOND FUND LLC K-1 PASSTHROUGH | $139,618 | $139,618 | ||
| SPRUCEGROVE ALL COUNTRY WORLD EX US FUND K-1 PASSTHROUGH | $1,353,594 | $1,353,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,904,461 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $607,196 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $607,196 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $607,196 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $403,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $403,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $204,196 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ISGILMORE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL DUCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2693426411 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 EAST MICHIGAN AVE SUITE 900 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FL PARKS | ||||||||
| 136 E MICHIGAN AVE STE 900 | KALAMAZOO | MI | 49007 | CHAIRMAN | 25.00 | $19,600 | $0 | $1,836 |
| MG COLEMAN | ||||||||
| 136 E MICHIGAN AVE STE 900 | KALAMAZOO | MI | 49007 | PRESIDENT | 5.00 | $30,000 | $0 | $0 |
| JH MOORE | ||||||||
| 136 E MICHIGAN AVE STE 900 | KALAMAZOO | MI | 49007 | 1ST VP | 5.00 | $28,500 | $0 | $0 |
| CD WATTLES | ||||||||
| 136 E MICHIGAN AVE STE 900 | KALAMAZOO | MI | 49007 | TREASURER | 5.00 | $29,200 | $0 | $0 |
| RM BEAM | ||||||||
| 136 E MICHIGAN AVE STE 900 | KALAMAZZO | MI | 49007 | SECRETARY | 5.00 | $18,100 | $0 | $0 |
| RT EZELLE | ||||||||
| 136 E MICHIGAN AVE STE 900 | KALAMAZOO | MI | 49007 | TRUSTEE | 5.00 | $29,300 | $0 | $0 |
| RM HUGHEY JR | ||||||||
| 136 E MICHIGAN AVE STE 900 | KALAMAZOO | MI | 49007 | EXEC VP/CEO | 40.00 | $253,377 | $57,878 | $1,836 |
| CE DUCK | ||||||||
| 136 E MICHIGAN AVE STE 900 | KALAMAZOO | MI | 49007 | VP-ADMIN | 40.00 | $153,029 | $49,012 | $1,836 |
| CR SNAPP | ||||||||
| 136 E MICHIGAN AVE STE 900 | KALAMAZOO | MI | 49007 | VP-PROGRAM | 40.00 | $134,451 | $63,288 | $1,836 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| K BRADY | ||||||||
| 136 E MICHIGAN AVE STE 900 | KALAMAZOO | MI | 49007 | PROGRAM ASSOCIATE | 40.00 | $76,581 | $34,198 | $0 |
| A PORTER | ||||||||
| 136 E MICHIGAN AVE STE 900 | KALAMAZOO | MI | 49007 | EXECUTIVE ASSISTANT | 40.00 | $76,393 | $31,141 | $1,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BURGUNDY ASSET MANAGEMENT LTD | ||||||||||
| 181 BAY ST STE 4510 BAY WELLINGTON | TOWER BCE PLAC | TORONTO | ONTARIO | CA | INVEST MGMT | $406,166 | ||||
| RIVERBRIDGE PARTNERS LLC | ||||||||||
| INVEST MGMT | $313,571 | 80 SOUTH EIGHTH ST STE 120 | MINNEAPOLIS | MN | 55402 | |||||
| SANDS CAPITAL MANAGEMENT | ||||||||||
| INVEST MGMT | $302,870 | 1001 19TH ST N STE 1450 | ARLINGTON | VA | 22209 | |||||
| LSV ASSET MANAGEMENT | ||||||||||
| INVEST MGMT | $207,489 | 8545 SOLUTION CENTER | CHICAGO | IL | 60677 | |||||
| PZENA INVESTMENT MANAGEMENT LLC | ||||||||||
| INVEST MGMT | $194,246 | 320 PARK AVE | NEW YORK | NY | 10022 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 10 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $335,453,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,095,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $47,051 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $359,595,730 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $359,595,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,393,936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $354,201,794 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,710,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,710,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $607,196 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $607,196 | TotalTaxAmt |
| Distributable Before Adj | $17,102,894 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,102,894 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,102,894 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,078,975 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,078,975 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,102,894 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,220,850 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,078,975 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,220,850 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $858,125 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $16,244,769 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE STATEMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 E MICHIGAN AVE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2693426411 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (205 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AACORN FARM INC | |||||||
| 6409 S 34TH STREET | KALAMAZOO | MI | 490014141 | N/A | PC | OPERATIONAL SUPPORT | $35,000 |
| ACTION MATTERS | |||||||
| 701 AMSTERDAM ST | KALAMAZOO | MI | 49007 | N/A | PC | PROGRAMMING | $6,000 |
| AMERICAN MUSEUM OF MAGIC INC | |||||||
| 107 E MICHIGAN AVE | MARSHALL | MI | 49068 | N/A | PC | MATCHING | $300 |
| ARC COMMUNITY ADVOCATES THE | |||||||
| 814 S WESTNEDGE AVE | KALAMAZOO | MI | 49008 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| ARTS COUNCIL OF GREATER KALAMAZOO | |||||||
| 359 S KALAMAZOO MALL | KALAMAZOO | MI | 490074844 | N/A | PC | "THEATRE KALAMAZOO" | $15,974 |
| ARTS COUNCIL OF GREATER KALAMAZOO | |||||||
| 359 S KALAMAZOO MALL | KALAMAZOO | MI | 490074844 | N/A | PC | KALAMAZOO ARTISTIC DEVELOPMENT INITIATIVE | $150,000 |
| ARTS COUNCIL OF GREATER KALAMAZOO | |||||||
| 359 S KALAMAZOO MALL | KALAMAZOO | MI | 490074844 | N/A | PC | PROGRAMMING | $226,000 |
| ARTS COUNCIL OF GREATER KALAMAZOO | |||||||
| 359 S KALAMAZOO MALL | KALAMAZOO | MI | 490074844 | N/A | PC | OPERATIONAL SUPPORT | $300,000 |
| BIG BROTHERS BIG SISTERS OF SOUTHWEST MICHIGAN | |||||||
| 3501 COVINGTON RD | KALAMAZOO | MI | 49001 | N/A | PC | KALAMAZOO COUNTY PROGRAMMING SUPPORT | $50,000 |
| BIKE FRIENDLY KALAMAZOO | |||||||
| PO BOX 22 | PORTAGE | MI | 490810022 | N/A | PC | OPERATION SUPPORT | $5,000 |
| BLACK ARTS & CULTURAL CENTER | |||||||
| 359 S KALAMAZOO MALL SUITE 102 | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| BLACK ARTS & CULTURAL CENTER | |||||||
| 359 S KALAMAZOO MALL SUITE 102 | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $35,000 |
| BOYS & GIRLS CLUBS OF GREATER KALAMAZOO INC | |||||||
| 4000 PORTAGE ST | KALAMAZOO | MI | 49001 | N/A | PC | OPERATIONAL SUPPORT | $75,000 |
| BUILDING BLOCKS OF KALAMAZOO | |||||||
| 1009 E STOCKBRIDGE AVE | KALAMAZOO | MI | 49001 | N/A | PC | OPERATIONAL SUPPORT | $30,000 |
| BUREAU OF SERVICES FOR BLIND PERSONS | |||||||
| 201 N WASHINGTON SQUARE 2 | LANSING | MI | 48933 | N/A | PC | ROOF REPLACEMENT FOR BUREAU OF BLIND SERVICES TRAINING CENTER | $500,000 |
| CAN-DO KITCHEN | |||||||
| 3501 LAKE STREET | KALAMAZOO | MI | 49001 | N/A | PC | OPERATIONAL SUPPORT | $38,000 |
| CAN-DO KITCHEN | |||||||
| 3501 LAKE STREET | KALAMAZOO | MI | 49001 | N/A | PC | CAPITAL CAMPAIGN | $250,000 |
| CENTER FOR TRANSFORMATION | |||||||
| 5047 W MAIN STREET 211 | KALAMAZOO | MI | 49009 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| CENTER STAGE THEATRE INC | |||||||
| PO BOX 128 | COMSTOCK | MI | 490410128 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| CHARTER TOWNSHIP OF COMSTOCK | |||||||
| 5858 KING HIGHWAY | KALAMAZOO | MI | 49048 | N/A | PC | RIVERFRONT REDEVELOPMENT PROJECT | $100,000 |
| CHEFF THERAPEUTIC RIDING CENTER | |||||||
| 8452 N 43RD STREET | AUGUSTA | MI | 490129653 | N/A | PC | OPERATIONAL SUPPORT | $25,000 |
| COMMUNITIES IN SCHOOLS OF KALAMAZOO | |||||||
| 180 E WATER STREET SUITE 2000 | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $100,000 |
| COMMUNITY AIDS RESOURCE & EDUCATION SERVICES OF SOUTHWEST MICHIGAN | |||||||
| 629 PIONEER ST | KALAMAZOO | MI | 49008 | N/A | PC | KALAMAZOO COUNTY OPERATIONAL SUPPORT | $65,000 |
| COMMUNITY HEALING CENTERS | |||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 490081654 | N/A | PC | COMING TOGETHER CONFERENCE | $8,500 |
| COMMUNITY HEALING CENTERS | |||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 490081654 | N/A | PC | S.T.R.E.E.T. AND "GIRLS OF THE HEART" PROGRAMS | $50,000 |
| COMMUNITY HOMEWORKS | |||||||
| 810 BRYANT ST | KALAMAZOO | MI | 49001 | N/A | PC | OPERATIONAL SUPPORT | $25,000 |
| CORNERSTONE UNIVERSITY | |||||||
| 1001 EAST BELTLINE AVENUE NE | GRAND RAPIDS | MI | 49525 | N/A | PC | WCSG OUTREACH | $100 |
| COUNCIL OF MICHIGAN FOUNDATIONS | |||||||
| 125 OTTAWA AVE SUITE 437 | GRAND RAPIDS | MI | 49503 | N/A | PC | 2025 OPERATIONAL SUPPORT (MEMBERSHIP RENEWAL) | $20,000 |
| COUNCIL OF MICHIGAN FOUNDATIONS | |||||||
| 125 OTTAWA AVE SUITE 437 | GRAND RAPIDS | MI | 49503 | N/A | PC | ANNUAL CONFERENCE EVENING EVENT | $50,000 |
| COUNTY OF KALAMAZOO | |||||||
| 201 W KALAMAZOO AVE | KALAMAZOO | MI | 49007 | N/A | PC | "THE LANDING PLACE" HOTEL SHELTER PROJECT | $200,000 |
| CRESCENDO ACADEMY OF MUSIC INC | |||||||
| 359 S KALAMAZOO MALL STE 12 | KALAMAZOO | MI | 490074848 | N/A | PC | MARVELOUS MUSIC PROGRAM | $25,000 |
| CRESCENDO ACADEMY OF MUSIC INC | |||||||
| 359 S KALAMAZOO MALL STE 12 | KALAMAZOO | MI | 490074848 | N/A | PC | OPERATIONAL SUPPORT | $45,000 |
| DISABILITY NETWORK SOUTHWEST MICHIGAN | |||||||
| 517 E CROSSTOWN PARKWAY | KALAMAZOO | MI | 49001 | N/A | PC | KALAMAZOO COUNTY INDEPENDENT LIVING PROGRAM | $25,000 |
| DOUGLASS COMMUNITY ASSOCIATION | |||||||
| 1000 W PATERSON ST | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $65,000 |
| ECUMENICAL SENIOR CENTER | |||||||
| 702 N BURDICK ST | KALAMAZOO | MI | 490073459 | N/A | PC | OPERATIONAL SUPPORT | $40,000 |
| ECUMENICAL SENIOR CENTER | |||||||
| 702 N BURDICK ST | KALAMAZOO | MI | 490073459 | N/A | PC | CAPITAL CAMPAIGN | $775,000 |
| EDISON NEIGHBORHOOD ASSOCIATION INC | |||||||
| 816 WASHINGTON AVE | KALAMAZOO | MI | 490013058 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| ERACCE | |||||||
| PO BOX 19105 | KALAMAZOO | MI | 49019 | N/A | PC | KALAMAZOO COUNTY OPERATIONAL SUPPORT | $25,000 |
| EVERSIGHT | |||||||
| 3985 RESEARCH PARK DR | ANN ARBOR | MI | 48108 | N/A | PC | GIFT OF SIGHT PROGRAM (KALAMAZOO COUNTY RESIDENTS ONLY) | $5,000 |
| FAMILY & CHILDREN SERVICES INC | |||||||
| 1608 LAKE STREET | KALAMAZOO | MI | 490013170 | N/A | PC | UNRESTRICTED | $100 |
| FARMERS ALLEY THEATRE INC | |||||||
| 221 FARMERS ALLEY | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $25,000 |
| FIRE HISTORICAL AND CULTURAL ARTS COLLABORATIVE | |||||||
| 1249 PORTAGE ST | KALAMAZOO | MI | 49001 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| FIRST CONGREGATIONAL CHURCH | |||||||
| 345 WEST MICHIGAN AVE | KALAMAZOO | MI | 49007 | N/A | PC | DROP-IN CHILD CARE CENTER | $9,900 |
| FIRST CONGREGATIONAL CHURCH | |||||||
| 345 WEST MICHIGAN AVE | KALAMAZOO | MI | 49007 | N/A | PC | COMMUNITY OUTREACH PROGRAMS | $35,000 |
| FIRST DAY SHOE FUND | |||||||
| 5416 MEREDITH ST | PORTAGE | MI | 490022104 | N/A | PC | OPERATIONAL SUPPORT | $25,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 321 WEST SOUTH STREET | KALAMAZOO | MI | 49007 | N/A | PC | UNRESTRICTED | $6,000 |
| FONTANA CHAMBER ARTS | |||||||
| 359 S KALAMAZOO MALL | KALAMAZOO | MI | 490074844 | N/A | PC | STRATEGIC PLANNING | $10,000 |
| FONTANA CHAMBER ARTS | |||||||
| 359 S KALAMAZOO MALL | KALAMAZOO | MI | 490074844 | N/A | PC | OPERATIONAL SUPPORT | $95,200 |
| FRIENDS OF THE KALAMAZOO PUBLIC LIBRARY AND MUSEUM | |||||||
| 315 S ROSE STREET | KALAMAZOO | MI | 49001 | N/A | PC | MARKETING & EQUIPMENT PROJECTS | $9,700 |
| FRIENDS WITH DISABILITIES | |||||||
| 151 S ROSE ST SUITE 102 | KALAMAZOO | MI | 49007 | N/A | PC | PROGRAMMING | $5,000 |
| FRIENDSHIP HOUSE | |||||||
| 9540 CONANT ST | HAMTRAMCK | MI | 48212 | N/A | PC | CHRISTIAN RESOURCE CENTER EMERGENCY NEEDS FUND | $30,000 |
| GENEVIEVE AND DONALD S GILMORE FOUNDATION | |||||||
| 6865 W HICKORY RD | HICKORY CORNERS | MI | 490609788 | N/A | POF | EXHIBIT REMODEL | $50,000 |
| GIRLS ON THE RUN OF GREATER KALAMAZOO | |||||||
| 3901 EMERALD DR SUITE E | KALAMAZOO | MI | 49001 | N/A | PC | OPERATIONAL SUPPORT | $20,000 |
| GLASS ART KALAMAZOO INC | |||||||
| 326 W KALAMAZOO AVE SUITE 100 | KALAMAZOO | MI | 49007 | N/A | PC | CAPITAL CAMPAIGN FEASIBILITY STUDY | $20,000 |
| GLASS ART KALAMAZOO INC | |||||||
| 326 W KALAMAZOO AVE SUITE 100 | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $80,000 |
| GRAND VALLEY UNIVERSITY FOUNDATION | |||||||
| PO BOX 1945 | GRAND RAPIDS | MI | 495011945 | N/A | PC | WGVU-UNRESTRICTED | $200 |
| GRAND VALLEY UNIVERSITY FOUNDATION | |||||||
| PO BOX 1945 | GRAND RAPIDS | MI | 495011945 | N/A | PC | UNDERWRITING OF WGVU'S "GREAT PERFORMANCES" SERIES | $7,500 |
| GRAND VALLEY UNIVERSITY FOUNDATION | |||||||
| PO BOX 1945 | GRAND RAPIDS | MI | 495011945 | N/A | PC | WGVU'S "KALAMAZOO LIVELY ARTS" PRODUCTION | $83,000 |
| GRYPHON PLACE | |||||||
| PO BOX 378 | PORTAGE | MI | 49081 | N/A | PC | KALAMAZOO COUNTY VOLUNTEER SERVICES PROGRAM | $25,000 |
| GRYPHON PLACE | |||||||
| PO BOX 378 | PORTAGE | MI | 49081 | N/A | PC | OPERATIONAL SUPPORT | $75,000 |
| HELEN L FOX GOSPEL MUSIC CENTER | |||||||
| 1000 W PATERSON STREET | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $15,000 |
| HISPANIC AMERICAN COUNCIL INCORPORATED | |||||||
| 930 LAKE ST A | KALAMAZOO | MI | 490013097 | N/A | PC | FOLKLORIC DANCE GROUP PROGRAMMING | $17,500 |
| HOSPITAL HOSPITALITY HOUSE OF SOUTHWEST MICHIGAN | |||||||
| 828 S BURDICK ST | KALAMAZOO | MI | 49001 | N/A | PC | FACILITIES UPGRADES | $150,000 |
| HOUSING RESOURCES INC | |||||||
| 420 E ALCOTT ST STE 200 | KALAMAZOO | MI | 490016152 | N/A | PC | OPERATIONAL SUPPORT | $75,000 |
| HOUSING RESOURCES INC | |||||||
| 420 E ALCOTT ST STE 200 | KALAMAZOO | MI | 490016152 | N/A | PC | FACILITIES UPGRADES | $300,000 |
| INTERFAITH STRATEGY FOR ADVOCACY AND ACTION IN THE COMMUNITY | |||||||
| 247 W LOVELL ST | KALAMAZOO | MI | 490075207 | N/A | PC | OPERATIONAL SUPPORT | $25,000 |
| IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL | |||||||
| 359 S KALAMAZOO MALL STE 101 | KALAMAZOO | MI | 49007 | N/A | PC | UNRESTRICTED | $200 |
| IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL | |||||||
| 359 S KALAMAZOO MALL STE 101 | KALAMAZOO | MI | 49007 | N/A | PC | PURCHASE OF THREE STEINWAY PIANOS | $543,584 |
| IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL | |||||||
| 359 S KALAMAZOO MALL SUITE 101 | KALAMAZOO | MI | 490074843 | N/A | PC | UNRESTRICTED | $100 |
| IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL | |||||||
| 359 S KALAMAZOO MALL SUITE 101 | KALAMAZOO | MI | 490074843 | N/A | PC | PIANO RESTORATION | $37,395 |
| IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL | |||||||
| 359 S KALAMAZOO MALL SUITE 101 | KALAMAZOO | MI | 490074843 | N/A | PC | OPERATIONAL SUPPORT | $1,000,000 |
| JULIUS & ESTHER STULBERG COMPETITION INC | |||||||
| 359 S KALAMAZOO MALL SUITE 14 | KALAMAZOO | MI | 490074842 | N/A | PC | STRATEGIC PLAN AND BRANDING/WEBSITE REFRESH | $15,000 |
| JULIUS & ESTHER STULBERG COMPETITION INC | |||||||
| 359 S KALAMAZOO MALL SUITE 14 | KALAMAZOO | MI | 490074842 | N/A | PC | OPERATIONAL SUPPORT | $25,000 |
| JUNIOR ACHIEVEMENT OF SOUTHWEST MICHIGAN OFFICE | |||||||
| 2775 WEST DICKMAN ROAD SUITE C | BATTLE CREEK | MI | 49037 | N/A | PC | KALAMAZOO COUNTY PROGRAMS/OPERATIONAL SUPPORT | $30,000 |
| KAIROS DWELLING | |||||||
| 2945 GULL ROAD | KALAMAZOO | MI | 49049 | N/A | PC | OPERATIONAL SUPPORT | $25,000 |
| KALAMAZOO BOOK ARTS CENTER | |||||||
| 326 W KALAMAZOO AVENUE STE 422 | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $50,000 |
| KALAMAZOO CENTER FOR YOUTH & COMMUNITY | |||||||
| PO BOX 50227 | KALAMAZOO | MI | 490051693 | N/A | PC | PROGRAMMING | $110,000 |
| KALAMAZOO CHILDRENS CHORUS | |||||||
| PO BOX 50414 | KALAMAZOO | MI | 490050414 | N/A | PC | TECHNICAL ASSISTANCE - LEADERSHIP TRANSITION | $4,300 |
| KALAMAZOO CHILDRENS CHORUS | |||||||
| PO BOX 50414 | KALAMAZOO | MI | 490050414 | N/A | PC | OPERATIONAL SUPPORT | $25,000 |
| KALAMAZOO CHORAL ARTS INC | |||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 490063268 | N/A | PC | OPERATIONAL SUPPORT | $27,000 |
| KALAMAZOO CHORAL ARTS INC | |||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 490063268 | N/A | PC | OPERATIONAL SUPPORT | $27,000 |
| KALAMAZOO CIVIC THEATRE | |||||||
| 329 S PARK STREET | KALAMAZOO | MI | 490075101 | N/A | PC | OPERATIONAL SUPPORT | $175,000 |
| KALAMAZOO COMMUNITY CHORALE | |||||||
| 67333 CROOKED CREEK RD | WHITE PIGEON | MI | 49099 | N/A | PC | OPERATIONAL SUPPORT | $9,000 |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 490073888 | N/A | PC | JUDITH BEAM READING FUND | $1,000 |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 490073888 | N/A | PC | WATTLES/WILLEY FAMILY FUND | $10,000 |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 490073888 | N/A | PC | IRVING S. GILMORE ESTATE FUND | $30,000 |
| KALAMAZOO CONCERT BAND ASSOCIATION | |||||||
| PO BOX 20060 | KALAMAZOO | MI | 490191060 | N/A | PC | ADMINISTRATIVE SUPPORT | $4,000 |
| KALAMAZOO CONCERT BAND ASSOCIATION | |||||||
| PO BOX 20060 | KALAMAZOO | MI | 490191060 | N/A | PC | ADMINISTRATIVE SUPPORT | $10,000 |
| KALAMAZOO CONCERT BAND ASSOCIATION | |||||||
| PO BOX 20060 | KALAMAZOO | MI | 490191060 | N/A | PC | 2025 HOLIDAY CONCERT | $48,550 |
| KALAMAZOO COUNTY HUMANE SOCIETY | |||||||
| 2272 RIVER ST | KALAMAZOO | MI | 49001 | N/A | PC | UNRESTRICTED | $100 |
| KALAMAZOO COUNTY JUVENILE HOME FOUNDATION | |||||||
| 1424 GULL ROAD | KALAMAZOO | MI | 490481605 | N/A | PC | MUSIC THERAPY PROGRAM | $15,000 |
| KALAMAZOO COUNTY READY 4S | |||||||
| 241 E MICHIGAN AVE SUITE 135 | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $100,000 |
| KALAMAZOO CULTURAL CENTER | |||||||
| 359 S KALAMAZOO MALL | KALAMAZOO | MI | 490074844 | N/A | PC | OPERATIONAL SUPPORT | $68,000 |
| KALAMAZOO EXPERIENTIAL LEARNING CENTER | |||||||
| 1417 S BURDICK ST | KALAMAZOO | MI | 49001 | N/A | PC | OPERATIONAL/PROGRAM SUPPORT | $60,350 |
| KALAMAZOO GAYLESBIAN RESOURCE CENTER | |||||||
| 340 S ROSE ST | KALAMAZOO | MI | 49007 | N/A | PC | WINDOW WRAP SIGNAGE | $5,000 |
| KALAMAZOO GAYLESBIAN RESOURCE CENTER | |||||||
| 340 S ROSE ST | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $60,000 |
| KALAMAZOO HOUSING ADVOCATES | |||||||
| 821 W SOUTH ST D | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $25,000 |
| KALAMAZOO IN BLOOM INC | |||||||
| PO BOX 20178 | KALAMAZOO | MI | 490191178 | N/A | PC | OPERATIONAL SUPPORT | $8,000 |
| KALAMAZOO INSTITUTE OF ARTS | |||||||
| 314 S PARK ST | KALAMAZOO | MI | 490075102 | N/A | PC | OPERATIONAL SUPPORT | $100,000 |
| KALAMAZOO JUSTICE HUB | |||||||
| 814 PALMER AVE STE C | KALAMAZOO | MI | 490013858 | N/A | PC | THE CLOVER ROOM | $4,000 |
| KALAMAZOO JUSTICE HUB | |||||||
| 814 PALMER AVE STE C | KALAMAZOO | MI | 490013858 | N/A | PC | CANADIANA FEST | $9,500 |
| KALAMAZOO JUSTICE HUB | |||||||
| 814 PALMER AVE STE C | KALAMAZOO | MI | 490013858 | N/A | PC | FACE OFF THEATRE COMPANY OPERATIONAL SUPPORT | $35,000 |
| KALAMAZOO LITERACY COUNCIL | |||||||
| 420 E ALCOTT STREET SUITE 400 | KALAMAZOO | MI | 49001 | N/A | PC | OPERATIONAL SUPPORT | $50,000 |
| KALAMAZOO LOAVES & FISHES | |||||||
| 900 PORTAGE ST | KALAMAZOO | MI | 490013004 | N/A | PC | OPERATIONAL SUPPORT | $200,000 |
| KALAMAZOO LOAVES & FISHES | |||||||
| 901 PORTAGE ST | KALAMAZOO | MI | 490013005 | N/A | PC | WAREHOUSE TEMPERATURE CONTROL CAPITAL PROJECT | $145,000 |
| KALAMAZOO MALE CHORUS | |||||||
| 5326 HARBORVIEW PATH | KALAMAZOO | MI | 49009 | N/A | PC | "CHRISTMAS IN KALAMAZOO" CONCERT | $1,375 |
| KALAMAZOO MALE CHORUS | |||||||
| 5326 HARBORVIEW PATH | KALAMAZOO | MI | 49009 | N/A | PC | "CHRISTMAS IN KALAMAZOO" CONCERT | $2,500 |
| KALAMAZOO MALE CHORUS | |||||||
| 5326 HARBORVIEW PATH | KALAMAZOO | MI | 49009 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| KALAMAZOO NEIGHBORHOOD HOUSING SERVICES INC | |||||||
| 1219 S PARK ST | KALAMAZOO | MI | 490015607 | N/A | PC | HOME OWNERSHIP CENTER PROGRAM | $30,000 |
| KALAMAZOO NONPROFIT ADVOCACY COALITION | |||||||
| 315 W MICHIGAN AVE | KALAMAZOO | MI | 490073736 | N/A | PC | CAPACITY BUILDING | $50,000 |
| KALAMAZOO POETRY FESTIVAL | |||||||
| PO BOX 19621 | KALAMAZOO | MI | 490190621 | N/A | PC | OPERATIONAL SUPPORT | $15,000 |
| KALAMAZOO PUBLIC SCHOOLS | |||||||
| 1220 HOWARD STREET | KALAMAZOO | MI | 49008 | N/A | GOV | CHENERY AUDITORIUM PHASE 1 CAPITAL IMPROVEMENTS | $450,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||
| 1819 E MILHAM AVE | PORTAGE | MI | 49002 | N/A | GOV | EFA STRATEGIC PLANNING | $9,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||
| 1819 E MILHAM AVE | PORTAGE | MI | 49002 | N/A | GOV | EFA STUDENT ARTS SCHOLARSHIPS | $175,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||
| 1819 E MILHAM AVE | PORTAGE | MI | 49002 | N/A | GOV | EFA OPERATIONAL SUPPORT | $670,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||
| 1820 E MILHAM AVE | PORTAGE | MI | 49003 | N/A | GOV | EFA-STUDENT ARTISTIC EQUIPMENT PROGRAM | $30,000 |
| KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY | |||||||
| 1820 E MILHAM AVE | PORTAGE | MI | 49003 | N/A | GOV | EQUIPMENT PURCHASE - PRINT SHOP | $160,000 |
| KALAMAZOO RINGERS INC | |||||||
| PO BOX 19182 | KALAMAZOO | MI | 49019 | N/A | PC | PROGRAMMING | $5,000 |
| KALAMAZOO SCOTTISH FESTIVAL ASSOCIATION | |||||||
| PO BOX 511 | OSHTEMO | MI | 49077 | N/A | PC | ANNUAL FESTIVAL & HIGHLAND GAMES | $4,000 |
| KALAMAZOO SYMPHONY ORCHESTRA | |||||||
| 359 S KALAMAZOO MALL STE 100 | KALAMAZOO | MI | 490074843 | N/A | PC | "KALAMAZOO KIDS IN TUNE AND ORCHESTRA ROUH" AFTERSCHOOL PROGRAMS | $70,000 |
| KALAMAZOO SYMPHONY ORCHESTRA | |||||||
| 359 S KALAMAZOO MALL STE 100 | KALAMAZOO | MI | 490074843 | N/A | PC | OPERATIONAL SUPPORT | $200,000 |
| KALAMAZOO VALLEY BLUES ASSOCIATION | |||||||
| 645 2ND ST | KALAMAZOO | MI | 49047 | N/A | PC | THE KALAMAZOO BLUES FESTIVAL | $6,000 |
| KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49009 | N/A | PC | INDUSTRIAL TRADES COMPLEX RENOVATION AND EXPANSION | $1,300,000 |
| KALAMAZOO VALLEY HABITAT FOR HUMANITY INC | |||||||
| 1126 GULL ROAD | KALAMAZOO | MI | 490481726 | N/A | PC | KALAMAZOO COUNTY OPERATIONS | $40,000 |
| KALAMAZOO YOUTH DEVELOPMENT NETWORK | |||||||
| PO BOX 51221 | KALAMAZOO | MI | 49005 | N/A | PC | DOMINICA'S PROMISE OPERATIONAL SUPPORT | $10,000 |
| KALAMAZOO YOUTH DEVELOPMENT NETWORK | |||||||
| PO BOX 51221 | KALAMAZOO | MI | 49005 | N/A | PC | KALAMAZOO COUNTY OPERATIONAL SUPPORT | $150,000 |
| KALAMAZOO CITY OF | |||||||
| 241 W SOUTH STREET | KALAMAZOO | MI | 490074796 | N/A | GOV | BRUSH THE BLOCK FESTIVAL | $3,000 |
| KALAMAZOO CITY OF | |||||||
| 241 W SOUTH STREET | KALAMAZOO | MI | 490074796 | N/A | GOV | DOWNTOWN AMBASSADOR PROGRAM | $50,000 |
| KALAMAZOO CITY OF | |||||||
| 241 W SOUTH STREET | KALAMAZOO | MI | 490074796 | N/A | GOV | DOWNTOWN AMBASSADOR PROGRAM | $50,000 |
| KALAMAZOO CITY OF | |||||||
| 241 W SOUTH STREET | KALAMAZOO | MI | 490074796 | N/A | GOV | HOLIDAY EVENTS | $80,000 |
| LENDING HANDS OF MICHIGAN | |||||||
| 4570 COMMERCIAL AVE SUITE E | PORTAGE | MI | 49002 | N/A | PC | OPERATIONAL SUPPORT | $20,000 |
| LIFECARE INC | |||||||
| 1400 N DRAKE RD | KALAMAZOO | MI | 490061978 | N/A | PC | ARTS WORKS FUND | $125 |
| LIFECARE INC | |||||||
| 1400 N DRAKE RD | KALAMAZOO | MI | 490061978 | N/A | PC | VILLAGE WOODS FUND | $125 |
| LIFECARE INC | |||||||
| 1400 N DRAKE RD | KALAMAZOO | MI | 490061978 | N/A | PC | GARDEN FUND | $250 |
| LIFECARE INC | |||||||
| 1400 N DRAKE RD | KALAMAZOO | MI | 490061978 | N/A | PC | EMPLOYEE APPRECIATION FUND | $500 |
| LIFECARE INC | |||||||
| 1400 N DRAKE RD | KALAMAZOO | MI | 490061978 | N/A | PC | GREATEST NEEDS FUND | $1,000 |
| LIFT FOUNDATION | |||||||
| 2725 AIRVIEW BLVD | KALAMAZOO | MI | 49002 | N/A | PC | NEIGHBORHOOD NETWORK CENTER | $8,300 |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 201 KALAMAZOO AVE SUITE 501 | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $150,000 |
| MICHIGAN BACH COLLEGIUM | |||||||
| 310 E MICHIGAN UNIT 50862 | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| MICHIGAN BLIND ATHLETIC ASSOCIATION | |||||||
| 1903 W MICHIGAN AVE MAILSTOP 5218 | KALAMAZOO | MI | 49008 | N/A | PC | KALAMAZOO COUNTY OPERATIONAL SUPPORT | $20,000 |
| MICHIGAN FESTIVAL OF SACRED MUSIC | |||||||
| PO BOX 50566 | KALAMAZOO | MI | 490050566 | N/A | PC | OPERATIONAL SUPPORT | $30,000 |
| MILWOOD UNITED METHODIST CHURCH | |||||||
| 3919 PORTAGE ROAD | KALAMAZOO | MI | 49001 | N/A | PC | FINE ARTS SERIES | $4,875 |
| MINISTRY WITH COMMUNITY INC | |||||||
| 500 NORTH EDWARDS STREET | KALAMAZOO | MI | 49007 | N/A | PC | VEHICLE PURCHASE | $59,000 |
| MINISTRY WITH COMMUNITY INC | |||||||
| 500 NORTH EDWARDS STREET | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $85,000 |
| NEW YEAR'S FEST OF KALAMAZOO INC | |||||||
| 1417 S BURDICK ST | KALAMAZOO | MI | 49001 | N/A | PC | FESTIVAL OPERATIONS | $35,000 |
| OPEN DOORS KALAMAZOO | |||||||
| 1141 S ROSE STREET SUITE B | KALAMAZOO | MI | 49001 | N/A | PC | OPERATIONAL SUPPORT | $35,000 |
| OPEN ROADS BIKE PROGRAM | |||||||
| 1523 RIVERVIEW DR SUITE B | KALAMAZOO | MI | 490041057 | N/A | PC | OPERATIONAL SUPPORT | $50,000 |
| OPEN ROADS BIKE PROGRAM | |||||||
| 1523 RIVERVIEW DR SUITE B | KALAMAZOO | MI | 490041057 | N/A | PC | CAPITAL CAMPAIGN | $150,000 |
| OSHTEMO FRIENDS OF THE PARKS | |||||||
| 7275 W MAIN STREET | KALAMAZOO | MI | 49009 | N/A | PC | SUMMER CONCERT SERIES | $4,000 |
| PARCHMENT CITY OF | |||||||
| 650 S RIVERVIEW DR | PARCHMENT | MI | 49004 | N/A | GOV | KINDLEBERGER SUMMER ARTS PROGRAM | $30,000 |
| PINE REST CHRISTIAN COUNSELING CENTER | |||||||
| 1530 NICHOLS ROAD | KALAMAZOO | MI | 49006 | N/A | PC | KALAMAZOO CRISIS STABILIZATION UNIT | $125,000 |
| PLANNED PARENTHOOD OF MICHIGAN | |||||||
| PO BOX 3673 | ANN ARBOR | MI | 48106 | N/A | PC | KALAMAZOO COUNTY EDUCATION AND OUTREACH PROGRAMS | $20,000 |
| PORTAGE COMMUNITY OUTREACH CENTER INC | |||||||
| 325 E CENTRE AVE | PORTAGE | MI | 490025512 | N/A | PC | PORTAGE COMMUNITY CENTER YOUTH PROGRAMS | $7,500 |
| PORTAGE CITY OF | |||||||
| 7900 S WESTNEDGE AVENUE | PORTAGE | MI | 49002 | N/A | GOV | THE HEART OF PORTAGE | $20,000 |
| PRETTY LAKE VACATION CAMP | |||||||
| 9123 W Q AVE | MATTAWAN | MI | 49071 | N/A | PC | SUMMER CAMP CABIN REPLACEMENT | $200,000 |
| PREVENTION WORKS OF SOUTHWEST MICHIGAN INC | |||||||
| 309 N BURDICK ST | KALAMAZOO | MI | 49007 | N/A | PC | KALAMAZOO COUNTY PROGRAMS AND SERVICES | $100,000 |
| PREVENTION WORKS OF SOUTHWEST MICHIGAN INC | |||||||
| 309 N BURDICK ST | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $75,000 |
| PROJECT HOPE MINISTRIES | |||||||
| 195 BRADLEY ST | BATTLE CREEK | MI | 49017 | N/A | PC | UNRESTRICTED | $318 |
| PUBLIC MEDIA NETWORK | |||||||
| 359 KALAMAZOO MALL SUITE 300 | KALAMAZOO | MI | 49007 | N/A | PC | SW MI JOURNALISM COLLABORATIVE (FISCAL SPONSOR) | $25,000 |
| PUBLIC MEDIA NETWORK | |||||||
| 359 S KALAMAZOO MALL SUITE 300 | KALAMAZOO | MI | 49007 | N/A | PC | ALL EARS THEATRE | $38,000 |
| PUBLIC MEDIA NETWORK | |||||||
| 359 S KALAMAZOO MALL SUITE 300 | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $80,000 |
| QUEER THEATRE INC | |||||||
| 315 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $7,000 |
| QUENCHED MINISTRIES | |||||||
| 3515 W MICHIGAN AVE | BATTLE CREEK | MI | 49017 | N/A | PC | UNRESTRICTED | $500 |
| READ AND WRITE KALAMAZOO | |||||||
| 802 S WESTNEDGE AVE | KALAMAZOO | MI | 490081162 | N/A | PC | OPERATION SUPPORT | $20,000 |
| RENAISSANCE ENTERPRISES COMPANY | |||||||
| 901 LAY BLVD | KALAMAZOO | MI | 490013898 | N/A | PC | KALAMAZOO COUNTY PROGRAMMING | $40,000 |
| RESIDENTIAL OPPORTUNITIES INCORPORATED | |||||||
| 1100 SOUTH ROSE STREET | KALAMAZOO | MI | 490012664 | N/A | PC | REPRESENTATIVE PAYEE SERVICES | $15,000 |
| RESIDENTIAL OPPORTUNITIES INCORPORATED | |||||||
| 1100 SOUTH ROSE STREET | KALAMAZOO | MI | 490012664 | N/A | PC | AFFORDABLE HOUSING PROGRAM | $50,000 |
| RIPPLE EFFECTS COMMUNITY INCLUSION CENTER | |||||||
| 2255 W CENTRE AVE | PORTAGE | MI | 49024 | N/A | PC | OPERATIONAL SUPPORT | $30,000 |
| SENIOR SERVICES INC | |||||||
| 918 JASPER STREET | KALAMAZOO | MI | 490012853 | N/A | PC | UNRESTRICTED | $100 |
| SENIOR SERVICES INC | |||||||
| 918 JASPER STREET | KALAMAZOO | MI | 490012853 | N/A | PC | FACILITIES IMPROVEMENTS | $549,000 |
| SHEPHERDS CENTER OF GREATER KALAMAZOO | |||||||
| 1833 S BURDICK ST | KALAMAZOO | MI | 49001 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| SOUTHWEST MICHIGAN FIRST CORPORATION | |||||||
| PO BOX 50827 | KALAMAZOO | MI | 490050827 | N/A | PC | OPERATIONAL SUPPORT | $350,000 |
| SPEAK IT FORWARD INC | |||||||
| 617 DOUGLAS AVE SUITE 1 | KALAMAZOO | MI | 490073109 | N/A | PC | KALAMAZOO COUNTY OPERATIONS | $35,000 |
| SPECIALIZED LANGUAGE DEVELOPMENT CENTER | |||||||
| 5250 LOVERS LANE SUITE LL100 | KALAMAZOO | MI | 490021580 | N/A | PC | KALAMAZOO COUNTY PROGRAMMING | $25,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PI | MEMPHIS | TN | 38105 | N/A | PC | UNRESTRICTED | $100 |
| ST LUKES EPISCOPAL CHURCH | |||||||
| 247 W LOVELL ST | KALAMAZOO | MI | 490075207 | N/A | PC | 2025 PLEDGE/UNRESTRICTED | $5,000 |
| ST LUKES EPISCOPAL CHURCH | |||||||
| 247 W LOVELL ST | KALAMAZOO | MI | 490075207 | N/A | PC | PARTNERS IN TRANSITION OUTREACH MINISTRY | $20,000 |
| SYNERGY HEALTH CENTER | |||||||
| 625 HARRISON ST | KALAMAZOO | MI | 49007 | N/A | PC | AFRICAN AMERICAN MENTAL HEALTH SYMPOSIUM | $5,000 |
| SYNERGY HEALTH CENTER | |||||||
| 625 HARRISON ST | KALAMAZOO | MI | 49007 | N/A | PC | URBAN ZONE PROGRAMMING | $25,000 |
| UNITED WAY OF SOUTH CENTRAL MICHIGAN | |||||||
| 709 SOUTH WESTNEDGE AVE | KALAMAZOO | MI | 49007 | N/A | PC | SECOND WAVE SOUTHWEST PUBLICATION | $25,000 |
| UNITED WAY OF SOUTH CENTRAL MICHIGAN | |||||||
| 709 SOUTH WESTNEDGE AVE | KALAMAZOO | MI | 49007 | N/A | PC | LEADERSHIP CHALLENGE | $50,000 |
| UNITED WAY OF SOUTH CENTRAL MICHIGAN | |||||||
| 709 SOUTH WESTNEDGE AVE | KALAMAZOO | MI | 49007 | N/A | PC | ANNUAL CAMPAIGN | $65,000 |
| UNITED WAY OF SOUTH CENTRAL MICHIGAN | |||||||
| 709 SOUTH WESTNEDGE AVE | KALAMAZOO | MI | 49007 | N/A | PC | LIFELINE ALLIANCE | $100,000 |
| URBAN ALLIANCE | |||||||
| 1009 E STOCKBRIDGE AVE SUITE 100 | KALAMAZOO | MI | 490013811 | N/A | PC | BUILDING RENOVATIONS | $100,000 |
| URBAN ALLIANCE | |||||||
| 1010 E STOCKBRIDGE AVE SUITE 100 | KALAMAZOO | MI | 490013812 | N/A | PC | OPERATIONAL SUPPORT | $50,000 |
| VICKSBURG CULTURAL ARTS CENTER | |||||||
| PO BOX 209 | VICKSBURG | MI | 49097 | N/A | PC | OPERATIONAL SUPPORT | $20,000 |
| VICKSBURG HISTORICAL SOCIETY | |||||||
| 300 N RICHARDSON ST | VICKSBURG | MI | 49097 | N/A | PC | ARTIFACT PRESERVATION | $5,200 |
| VINE NEIGHBORHOOD ASSOCIATION INC | |||||||
| 806 SOUTH WESTNEDGE AVE | KALAMAZOO | MI | 49008 | N/A | PC | SOUNDS OF THE ZOO | $5,000 |
| WELLSPRINGCORI TERRY & DANCERS | |||||||
| 359 S BURDICK ST SUITE 204 | KALAMAZOO | MI | 49007 | N/A | PC | REBRANDING | $5,000 |
| WELLSPRINGCORI TERRY & DANCERS | |||||||
| 359 S BURDICK ST SUITE 204 | KALAMAZOO | MI | 49007 | N/A | PC | OPERATIONAL SUPPORT | $25,000 |
| WEST MICHIGAN CANCER CENTER | |||||||
| 200 NORTH PARK | KALAMAZOO | MI | 490073731 | N/A | PC | PATIENT CARE SERVICES AND SURVIVORSHIP PROGRAM | $15,000 |
| WEST MICHIGAN CANCER CENTER | |||||||
| 200 NORTH PARK | KALAMAZOO | MI | 490073731 | N/A | PC | PATIENT CARE SERVICES AND SURVIVORSHIP PROGRAM | $15,000 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 490085403 | N/A | PC | WMUK | $200 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 490085403 | N/A | PC | COLLEGE OF EDUCATION DEAN'S FUND | $250 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 490085403 | N/A | PC | HAWORTH COLLEGE OF BUSINESS DEAN'S FUND | $250 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 490085403 | N/A | PC | WMUK OPERATIONS/GENERAL | $500 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 490085403 | N/A | PC | W-MED DEANS FUND | $750 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 490085403 | N/A | PC | WMUK EXPANDED ARTS KALAMAZOO | $24,000 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 490085403 | N/A | PC | WMUK UNDERWRITING | $30,000 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 490085403 | N/A | PC | GILMORE THEATRE COMPLEX LIGHTING/TECHNOLOGY UPGRADES | $1,000,000 |
| WIND WILLOW CONSORTIUM | |||||||
| 320 LIBRARY LN | PORTAGE | MI | 49002 | N/A | PC | OPERATIONAL SUPPORT | $2,500 |
| YOUNG WOMENS CHRISTIAN ASSOC OF KALAMAZOO | |||||||
| 353 E MICHIGAN AVENUE | KALAMAZOO | MI | 490073844 | N/A | PC | "YWCA DREAMERY" EARLY LEARNING AND CHILDCARE PROGRAM | $40,000 |
| YOUNG WOMENS CHRISTIAN ASSOC OF KALAMAZOO | |||||||
| 353 E MICHIGAN AVENUE | KALAMAZOO | MI | 490073844 | N/A | PC | EARLY CHILDHOOD EDUCATION PROGRAM | $40,000 |
| YOUNG WOMENS CHRISTIAN ASSOC OF KALAMAZOO | |||||||
| 353 E MICHIGAN AVENUE | KALAMAZOO | MI | 490073844 | N/A | PC | CRADLE KALAMAZOO-WOMEN AND INFANT SUPPORT FOR HEALTH (WISH) | $100,000 |
| YOUNG WOMENS CHRISTIAN ASSOC OF KALAMAZOO | |||||||
| 353 E MICHIGAN AVENUE | KALAMAZOO | MI | 490073844 | N/A | PC | CRADLE KALAMAZOO-WOMEN AND INFANT SUPPORT FOR HEALTH (WISH) | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,676,271 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRAND VALLEY UNIVERSITY FOUNDATION | |||||||
| PO BOX 1945 | GRAND RAPIDS | MI | 495011946 | N/A | PC | UNDERWRITING OF WGVU'S "GREAT PERFORMANCES" SERIES | $7,500 |
| KALAMAZOO COMMUNITY CHORALE | |||||||
| 67333 CROOKED CREEK RD | WHITE PIGEON | MI | 49099 | N/A | PC | OPERATIONAL SUPPORT | $9,000 |
| KALAMAZOO PUBLIC SCHOOLS | |||||||
| 1220 HOWARD STREET | KALAMAZOO | MI | 49008 | N/A | GOV | CHENERY AUDITORIUM PHASE 1 CAPITAL IMPROVEMENTS | $1,550,000 |
| KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 6767 WEST O AVENUE | KALAMAZOO | MI | 49009 | N/A | PC | INDUSTRIAL TRADES COMPLEX RENOVATION AND EXPANSION | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,566,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263,642 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,485,534 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,502 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,411,249 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,186,927 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,186,927 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT, TAX & CONSULTING SERVICES | CategoryTxt |
| Amt | $37,663 | Amt |
| Net Investment Income | $18,832 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,782 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| GRANT APPLICATION GUIDELINES | PART XIV, LINE 2 | GRANT APPLICATION GUIDELINES PLEASE READ THIS PAGE FOR HELPFUL INFORMATION, THEN DOWNLOAD THE OFFICIAL GRANT APPLICATION GUIDELINES BELOW. REVIEW THE GUIDELINES THOROUGHLY AND PROVIDE ALL THE INFORMATION REQUESTED IN YOUR APPLICATION. THE IRVING S. GILMORE FOUNDATION REQUIRES GRANT APPLICATIONS TO BE SUBMITTED ON PAPER AND DOES NOT ACCEPT APPLICATIONS ONLINE, OR VIA EMAIL. THESE GUIDELINES WERE UPDATED IN DECEMBER 2025. PLEASE NOTE: ORGANIZATIONS THAT ARE FIRST-TIME FOUNDATION APPLICANTS OR HAVE NOT RECEIVED FOUNDATION FUNDING IN THE PAST FIVE YEARS MUST CONTACT THE FOUNDATION'S VP-PROGRAM, CAROL SNAPP, AT LEAST FOUR WEEKS PRIOR TO SUBMITTING AN APPLICATION. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS OR FOR ACADEMIC RESEARCH. THE FOUNDATION SUPPORTS KALAMAZOO COUNTY PROJECTS, PROGRAMS, AND PURPOSES CONDUCTED BY CHARITABLE INSTITUTIONS. PROPOSAL DEADLINE FOR TRUSTEE REVIEW ON: JANUARY 5, 2026 - MARCH 24, 2026MARCH 2, 2026 - MAY 26, 2026MAY 1, 2026 - JULY 28, 2026JULY 1, 2026 - SEPTEMBER 22, 2026SEPTEMBER 1, 2026 - NOVEMBER 24, 2026NOVEMBER 2, 2026 - JANUARY 26, 2027PLEASE SUBMIT ONE SINGLE-SIDED PAPER COPY OF YOUR APPLICATION. YOU MAY EITHER MAIL IN YOUR APPLICATION OR DROP IT OFF IN OUR LOBBY ON THE 9TH FLOOR OF THE HINMAN/FIFTH THIRD BANK BUILDING LOCATED AT 136 EAST MICHIGAN AVENUE, WHERE THERE IS A DROP BOX FOR YOUR CONVENIENCE. PLEASE NOTE, THE BUILDING HOURS ARE 9AM-5PM, MONDAY THROUGH FRIDAY. AS NOTED ABOVE, THE FOUNDATION DOES NOT ACCEPT APPLICATIONS ONLINE OR VIA EMAIL. ADDITIONAL QUESTIONS REGARDING YOUR APPLICATION MAY BE DIRECTED TO:KRISTY BRADYPROGRAM ASSOCIATEKRISTY@ISGILMORE.ORG 269-342-6411 IRVING S. GILMORE FOUNDATION136 E. MICHIGAN AVE., SUITE 900KALAMAZOO, MI 49007-3915(269) 342-6411IN ACCORDANCE WITH THE EXAMPLE AND DIRECTIVES OF ITS FOUNDER, THE IRVING S. GILMORE FOUNDATION ENCOURAGES GRANT APPLICATIONS FROM KALAMAZOO AREA NONPROFIT, TAX-EXEMPT ORGANIZATIONS WHOSE WORK BENEFITS OR WILL BENEFIT THE COMMUNITY. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. THE FOUNDATION TRUSTEES WILL MAKE ALL DECISIONS REGARDING THE FUNDING OF PROPOSALS WITHOUT DISCRIMINATION ON THE BASIS OF RACE, RELIGION, COLOR, SEX, HEIGHT, AGE, SEXUAL ORIENTATION, GENDER IDENTITY, WEIGHT, MARITAL STATUS, GENETIC INFORMATION, DISABILITY, MILITARY STATUS OR NATIONAL ORIGIN OF THE ORGANIZATION'S STAFF OR VOLUNTEERS. IT IS EXPECTED THAT ALL BENEFICIARIES OF FUNDING FROM THE IRVING S. GILMORE FOUNDATION WILL ADHERE TO EXISTING STATE AND FEDERALLY MANDATED AFFIRMATIVE ACTION POLICIES. |
| GRANT APPLICATION GUIDELINES | PART XIV, LINE 2 | ORGANIZATIONS SEEKING FUNDING MUST SUBMIT A SINGLE-SIDED PAPER COPY OF THE GRANT APPLICATION AND SUPPORTING DOCUMENTS, INCLUDING:I. COVER LETTER: PLEASE PREFACE YOUR GRANT PROPOSAL WITH A 1-2 PAGE COVER LETTER ON THE ORGANIZATION'S LETTERHEAD WHICH SERVES AS A SUMMARY OF YOUR APPLICATION. THE COVER LETTER MUST INCLUDE THE FOLLOWING: A. A BRIEF DESCRIPTION OF THE REQUEST; B. THE DOLLAR AMOUNT BEING SOUGHT; C. YOUR ORGANIZATION'S FISCAL YEAR; D. THE TIMELINE DURING WHICH THE REQUESTED FUNDS WILL BE UTILIZED; E. INFORMATION FOR THE ORGANIZATION'S GRANT PROPOSAL CONTACT, INCLUDING NAME, TITLE, EMAIL AND PHONE NUMBER; F. SIGNATURES OF THE ORGANIZATION'S BOARD PRESIDENT, BOARD TREASURER AND EXECUTIVE DIRECTOR/CEO.II. NARRATIVE DESCRIPTION: THE NARRATIVE IS A WRITTEN DESCRIPTION OF YOUR REQUEST AND MUST INCLUDE THE FOLLOWING: (PLEASE LIMIT THIS SECTION TO FOUR PAGES) A. MISSION STATEMENT; B. ORGANIZATIONAL HISTORY; C. NATURE OF THE FUNDING BEING SOUGHT (E.G., OPERATIONS, PROJECT/PROGRAM, EQUIPMENT): 1. THE PERCEIVED NEED/OPPORTUNITY AND POPULATION TO BE SERVED; 2. THE RESULTS BEING SOUGHT; 3. THE PLANNED MEANS TO ACHIEVE RESULTS, INCLUDING STRATEGIES, RESOURCES AND PERSONNEL; 4. TIMELINE DURING WHICH THE REQUESTED FUNDS WILL BE SPENT, IF AWARDED; 5. METHOD(S) OF EVALUATING PROGRAM SUCCESS.III. FINANCIAL DOCUMENTS: FINANCIAL DOCUMENTS SERVE TO GIVE US A VIEW INTO YOUR ORGANIZATION'S GOVERNANCE PRACTICES AND EFFECTIVENESS. THIS SECTION SHOULD BE REVIEWED BY YOUR BOARD TREASURER (AND CFO IF APPLICABLE). PLEASE PROVIDE THE FOLLOWING: A. ORGANIZATION'S GENERAL OPERATING BUDGET FOR THE FISCAL YEAR(S) IN WHICH THE GRANT FUNDS WILL BE SPENT; THIS BUDGET MUST INCLUDE ALL REVENUE SOURCES AND EXPENSES. B. LINE-ITEM BUDGET OF PROPOSED PROGRAM OR PROJECT, IF OTHER THAN OPERATING FUNDS ARE BEING SOUGHT; C. MOST RECENT, RECONCILED FINANCIAL STATEMENTS INCLUDING: 1. CURRENT BALANCE SHEET (SOMETIMES KNOWN AS STATEMENT OF FINANCIAL POSITION); 2. PRIOR YEAR BALANCE SHEET; 3. CURRENT PROFIT & LOSS STATEMENT (SOMETIMES KNOWN AS STATEMENT OF ACTIVITIES OR OPERATING STATEMENT); 4. PRIOR YEAR PROFIT & LOSS STATEMENT; D. MOST RECENT AUDIT, THIRD-PARTY REVIEW/COMPILATION, OR IRS FORM 990.IV. ADMINISTRATIVE INFORMATION: A. MOST RECENT IRS 501(C)(3) TAX EXEMPTION LETTER (FIRST-TIME APPLICANTS ONLY); B. LIST OF BOARD OF DIRECTORS WITH CONTACT INFORMATION AND PRIMARY ORGANIZATIONAL AFFILIATION(S); C. LIST OF FINANCE COMMITTEE MEMBERS (IF APPLICABLE). V. OPTIONAL ATTACHMENTS: EXAMPLES INCLUDEMARKETING MATERIALS, MEDIA COVERAGE, LETTERS OF SUPPORT, AMONG OTHERS.SPECIAL NOTES:FISCAL SPONSORS: GRANT APPLICATIONS FOR FISCALLY-SPONSORED PROJECTS MUST BE SUBMITTED BY THE "HOST ORGANIZATION, AND CONTAIN REQUESTED INFORMATION RELATING TO BOTH THE HOST ORGANIZATION AND THE FISCALLY-SPONSORED PROJECT. THE COVER LETTER MUST SET FORTH THE HOST ORGANIZATION'S WILLINGNESS TO SERVE AS FISCAL SPONSOR. IMPORTANTLY, THE PROPOSAL COVER LETTER MUST BE SUBMITTED ON THE FISCAL SPONSOR'S LETTERHEAD.EDUCATIONAL INSTITUTION INDIRECT COSTS: THE FOUNDATION STRONGLY DISCOURAGES THE ADDITION OF INDIRECT COSTS {SOMETIMES KNOWN AS FACILITIES AND ADMINISTRATIVE (F&A) EXPENSES} TO PROJECT BUDGETS FOR APPLICATIONS SUBMITTED BY EDUCATIONAL INSTITUTIONS.THE FOLLOWING ITEMS ARE MOST FREQUENTLY OMITTED OR MISSING COMPONENTS: - COVER LETTER - FINANCIAL DOCUMENTS - BOARD ROSTER - MOST RECENT AUDIT OR IRS FORM 990INCOMPLETE PROPOSALS ARE SUBJECT TO DECLINATION OR SCHEDULED FOR A LATER MEETING PENDING ADDITIONAL INFORMATION.FINAL REPORT: UNLIKE MOST FUNDERS, WE DO NOT REQUIRE AN ORGANIZATION TO SUBMIT A FINAL REPORT FROM A PREVIOUS GRANT BEFORE SUBMITTING A NEW PROPOSAL. HOWEVER, IF YOUR FINAL REPORT IS OVERDUE, PLEASE MAKE SURE TO SUBMIT IT ALONG WITH YOUR NEW PROPOSAL.PLEASE SUBMIT ONE SINGLE-SIDED PAPER COPY OF YOUR APPLICATION. YOU MAY EITHER MAIL IN YOUR APPLICATION OR DROP IT OFF IN OUR LOBBY ON THE 9TH FLOOR OF THE HINMAN/FIFTH THIRD BANK BUILDING LOCATED AT 136 EAST MICHIGAN AVENUE, WHERE THERE IS A DROP BOX FOR YOUR CONVENIENCE. PLEASE NOTE, THE BUILDING HOURS ARE 9AM-5PM, MONDAY THROUGH FRIDAY. THE FOUNDATION DOES NOT ACCEPT APPLICATIONS ONLINE OR VIA EMAIL. |
| INFORMATION ABOUT OFFICERS AND DIRECTORS | PART VIII, LINE 1 | EACH OF THE DIRECTORS DEVOTES AN AVERAGE OF ONE TO FIVE HOURS OR MORE PER WEEK TO HIS/HER POSITION WITH THE FOUNDATION. THE DIRECTORS PROVIDED THE FOLLOWING SERVICES TO THE FOUNDATION:THE DIRECTORS MET AT THE FOUNDATION'S OFFICE OR VIA CONFERENCE CALL ELEVEN TIMES DURING THE YEAR (NO MEETING IN AUGUST). BOARD MEETINGS ARE GENERALLY HELD ON THE THIRD OR FOURTH TUESDAY OF THE MONTH AND LAST FOR FOUR TO FIVE HOURS. MEETINGS HELD IN THE ODD MONTHS (JANUARY, MARCH, ETC.) INCLUDED THE REVIEW OF ALL GRANT REQUESTS. AT LEAST ONE WEEK PRIOR TO EACH MEETING, EXTENSIVE REPORTS ARE MADE AVAILABLE TO EACH DIRECTOR FOR REVIEW. THESE REPORTS ARE PROVIDED ELECTRONICALLY AND MADE AVAILABLE FOR PICKUP BY THE TRUSTEES. THESE REPORTS INCLUDE, AT A MINIMUM: A) MONTHLY REPORTS ON FOUNDATION ASSETS MANAGED BY OUTSIDE MONEY MANAGERS; B) SOURCES AND USES OF CASH; C) STATUS OF GRANTS (AMOUNTS APPROVED, PAID AND PAYABLE); D) FUNDS AVAILABLE FOR DISTRIBUTION; E) STATUS OF QUALIFYING DISTRIBUTIONS; F) MINUTES OF PRIOR MEETING AND COMMITTEE MEETINGS; G) APPLICABLE UPDATES AND VARIOUS EXTERNAL COMMUNICATIONS; AND H) DETAILED STAFF-PREPARED ANALYSES OF FUNDING PROPOSALS FOR GRANT MEETINGS.IT IS NECESSARY FOR EACH DIRECTOR TO DEVOTE SEVERAL HOURS (TWO TO EIGHT HOURS EACH MONTH DEPENDING ON THE MONTH'S AGENDA) MONTHLY TO THE REVIEW OF THESE MATERIALS IN ORDER TO EXERCISE JUDGMENT ON MATTERS TO BE CONSIDERED BY THE DIRECTORS AT THEIR MEETINGS.EACH MEETING ALSO INCLUDES A PERIOD OF TIME FOR THE EXECUTIVE COMMITTEE TO MEET AND DISCUSS VARIOUS TOPICS. THE EXECUTIVE COMMITTEE IS MADE UP OF THE DIRECTORS AND NO STAFF IS PRESENT DURING THIS PORTION OF THE MEETINGS.THERE IS ALSO AN ANNUAL MEETING HELD IN OCTOBER, IMMEDIATELY PRECEDING THE REGULAR BOARD MEETING. THE PURPOSE OF THE ANNUAL MEETING IS TO ELECT DIRECTORS AND OFFICERS FOR THE ENSUING YEAR AND TO TRANSACT ANY OTHER BUSINESS BROUGHT BEFORE THE MEETING.STRATEGIC PROGRAMMING BOARD MEETINGS ARE HELD AT LEAST ONCE A YEAR FOR THE PURPOSE OF DISCUSSING AND DEVELOPING THE FOUNDATION'S STRATEGIC APPROACH TO GRANTMAKING AND ENSURING THAT ACTIVITIES AND SHORT-TERM OBJECTIVES PROMOTE AND ARE CONSISTENT WITH LONG-TERM GOALS AND THE MISSION OF THE FOUNDATION. THERE WERE TWO SUCH MEETINGS HELD IN 2025. THE STRATEGIC PROGRAMMING MEETINGS REQUIRE APPROXIMATELY ONE HOUR OF PREPARATION EACH.IN ADDITION TO THE MEETINGS DESCRIBED ABOVE, DIRECTORS ARE MEMBERS OF VARIOUS COMMITTEES AS FOLLOWS:MANAGEMENT COMMITTEE: MEETINGS WERE HELD TO DISCUSS AND REVIEW OPERATIONAL, MANAGEMENT AND GRANT MAKING ISSUES. THIS COMMITTEE'S ROLE IS TO PROVIDE THE BOARD OF DIRECTORS WITH THE OPPORTUNITY TO CONNECT WITH COMMUNITY LEADERS WHO SHARE INFORMATION REGARDING NEEDS AND OPPORTUNITIES IN THE COMMUNITY. THE MANAGEMENT COMMITTEE NOW INCLUDES TWO OUTSIDE COMMITTEE MEMBERS. THERE WERE ELEVEN MANAGEMENT COMMITTEE MEETINGS IN 2025, INCLUDING GRANTEE EVENTS.INVESTMENT COMMITTEE: RESPONSIBLE FOR RECOMMENDING TO THE DIRECTORS INVESTMENT POLICIES AND STRATEGIES AND THE SELECTION OF INVESTMENT MANAGERS AND/OR ADVISORS, AND OTHER FIDUCIARIES WITH RESPECT TO FINANCIAL ASSETS. THIS COMMITTEE ALSO MONITORS THE PERFORMANCE OF THE CUSTODIANS, MANAGERS, ADVISORS AND OTHER FIDUCIARIES WITH RESPECT TO THESE ASSETS. THIS COMMITTEE IS MADE UP OF AT LEAST TWO DIRECTORS, CERTAIN SENIOR STAFF OF THE FOUNDATION AND AT LEAST TWO COMMITTEE MEMBERS WHO ARE OUTSIDE NON-BOARD MEMBERS. THERE WERE FOUR REGULAR INVESTMENT COMMITTEE MEETINGS AND ONE SPECIAL MEETING IN 2025.AUDIT COMMITTEE: ASSISTS THE DIRECTORS IN FULFILLING ITS OVERALL RESPONSIBILITIES WITH RESPECT TO (A) THE AUDIT OF THE FOUNDATION'S BOOKS AND RECORDS, AND (B) THE SYSTEM OF INTERNAL CONTROLS THAT THE FOUNDATION HAS ESTABLISHED. THE AUDIT COMMITTEE ALSO REVIEWS THE FORM 990-PF PREPARED BY THE OUTSIDE ACCOUNTANTS. THIS COMMITTEE IS MADE UP OF AT LEAST TWO DIRECTORS PLUS AT LEAST ONE COMMITTEE MEMBER WHO IS A FINANCIAL EXPERT (NON-BOARD MEMBER). THIS COMMITTEE MEETS TWO TIMES EACH YEAR.PROGRAM COMMITTEE: RESPONSIBLE FOR ADDRESSING PROGRAMMATIC CONCERNS, SUCH AS GRANTMAKING AND COMMUNITY INVOLVEMENT. THIS COMMITTEE IS MADE UP OF AT LEAST TWO DIRECTORS, CERTAIN SENIOR STAFF OF THE FOUNDATION AND FIVE OUTSIDE NON-BOARD MEMBERS. THE PROGRAM COMMITTEE MET FOUR TIMES IN 2025, AND MEMBERS ALSO ATTENDED TWO STRATEGIC PROGRAMMING BOARD MEETINGS.CERTAIN DIRECTORS ATTENDED, IN PERSON OR VIRTUALLY, EDUCATIONAL CONFERENCES, SEMINARS AND LIKE ACTIVITIES IN ORDER TO STAY ABREAST OF DEVELOPMENTS IN THE NONPROFIT, FOUNDATION AND INVESTMENT AREAS. THE DIRECTORS FREQUENTLY ATTENDED EVENTS, FUNCTIONS AND OTHER ACTIVITIES RELATED TO THE FOUNDATION'S GRANT MAKING ACTIVITIES IN ORDER TO EVALUATE GRANTEE PROGRAMS AND OFFERINGS.THE DIRECTORS WERE COMPENSATED ON A PER DIEM BASIS, APPLICABLE TO OFFICIAL BOARD AND COMMITTEE MEETINGS, SUBJECT TO AN OVERALL ANNUAL CAP IN FEES OF $30,000 PLUS REIMBURSEMENT FOR REASONABLE EXPENSES. DIRECTORS WERE NOT COMPENSATED FOR ATTENDANCE AT CONFERENCES, SITE VISITS, OR SIMILAR ACTIVITIES. NON-BOARD COMMITTEE MEMBERS ARE ALSO COMPENSATED ON A PER DIEM BASIS OF $500 PER MEETING ATTENDED.EACH BOARD MEMBER ANNUALLY DISCLOSES THEIR AFFILIATIONS WITH OTHER ORGANIZATIONS. THESE AFFILIATION LISTINGS ARE REVIEWED AT EACH BOARD MEETING AND BOARD MEMBERS ABSTAIN FROM VOTING ON ANY MATTER WHERE A CONFLICT OF INTEREST MAY EXIST. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $51,385 | $51,385 |
| AMERICAN EXPRESSPANY | $420,464 | $420,464 |
| AMERICAN TOWER CORPORATION | $388,403 | $388,403 |
| ANHEUSER-BUSCH INBEV FINANCE INC | $417,219 | $417,219 |
| BROADCOM INC | $3,397,738 | $3,397,738 |
| CHEVRON USA INC | $470,598 | $470,598 |
| COMCAST CORPORATION | $182,567 | $182,567 |
| DELL INTL LLC/EMC CORP | $84,032 | $84,032 |
| DIAMONDBACK ENERGY INC | $324,000 | $324,000 |
| ENTERGY MISSISSIPPI LLC | $560,090 | $560,090 |
| GOLDMAN SACHS GROUP, INC. | $624,898 | $624,898 |
| JPMORGAN CHASE & CO. | $834,746 | $834,746 |
| LOWESPANIES, INC. | $300,540 | $300,540 |
| MORGAN STANLEY | $695,996 | $695,996 |
| PHILIP MORRIS INTERNATIONAL INC. | $620,522 | $620,522 |
| PHILLIPS 66 | $116,136 | $116,136 |
| SIMON PROPERTY GROUP LP | $440,956 | $440,956 |
| T-MOBILE USA, INC. | $287,313 | $287,313 |
| TRUIST FINANCIAL CORP. | $216,731 | $216,731 |
| UNITEDHEALTH GROUP INC. | $405,595 | $405,595 |
| VERIZONMUNICATIONS INC. | $267,610 | $267,610 |
| WALMART INC | $321,148 | $321,148 |
| WELLS FARGO & CO. | $383,870 | $383,870 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (296 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAON INC | $445,605 | $445,605 |
| ACV AUCTIONS INC CL A | $596,792 | $596,792 |
| ADOBE SYS INC | $244,993 | $244,993 |
| ADT INC | $189,645 | $189,645 |
| AGCO CORP | $187,776 | $187,776 |
| AGILYSYS INC | $595,151 | $595,151 |
| ALARM HLDGS INC | $1,482,131 | $1,482,131 |
| ALBERTSONS COS INC | $128,775 | $128,775 |
| ALKAMI TECHNOLOGY INC | $464,399 | $464,399 |
| ALLISON TRANSMISSION HLDGS INC | $870,821 | $870,821 |
| ALLSTATE CORP | $174,846 | $174,846 |
| ALLY FINL INC | $217,392 | $217,392 |
| ALPHABET INC CAP STK CL A | $3,351,917 | $3,351,917 |
| ALPHABET INC. | $235,059 | $235,059 |
| ALTRIA GROUP INC | $524,706 | $524,706 |
| AMAZON.COM INC | $3,588,328 | $3,588,328 |
| AMAZON.COM, INC. | $451,170 | $451,170 |
| AMDOCS LIMITED | $346,274 | $346,274 |
| AMERICAN AIRLINES GROUP INC | $114,975 | $114,975 |
| AMERICAN EAGLE OUTFITTERS INC | $131,850 | $131,850 |
| AMERICAN HOMES 4 RENT CL A | $1,175,984 | $1,175,984 |
| AMERICAN INTL GROUP INC | $419,195 | $419,195 |
| AMERIPRISE FINANCIAL INC | $147,102 | $147,102 |
| APA CORPORATION | $58,704 | $58,704 |
| APPLIED MATLS INC | $282,689 | $282,689 |
| APPLOVIN CORP CL A | $2,299,074 | $2,299,074 |
| ARMSTRONG WORLD INDUSTRIES | $2,107,451 | $2,107,451 |
| ARROW ELECTRS INC | $154,252 | $154,252 |
| AT&T INC | $862,563 | $862,563 |
| ATKORE INC | $69,575 | $69,575 |
| AUTOLIV INC | $213,660 | $213,660 |
| AVNET INC | $601,433 | $601,433 |
| AXIS CAPITAL HOLDINGS LTD | $214,180 | $214,180 |
| AXON ENTERPRISE INC | $578,153 | $578,153 |
| BANK AMER CORP | $963,270 | $963,270 |
| BANK OF AMERICA CORP. | $453,803 | $453,803 |
| BANK OF NEW YORK MELLON CORP | $580,450 | $580,450 |
| BARRETT BUSINESS SVCS INC | $305,721 | $305,721 |
| BAXTER INTL INC | $1,139,663 | $1,139,663 |
| BEST BUY INC | $73,623 | $73,623 |
| BIOMARIN PHARM INCMON | $190,176 | $190,176 |
| BIO-TECHNE CORP | $609,801 | $609,801 |
| BLACKLINE INC | $558,705 | $558,705 |
| BLOCK INC CL A | $1,531,763 | $1,531,763 |
| BORG-WARNER AUTOMOTIVE INC | $414,552 | $414,552 |
| BRINKS CO | $175,095 | $175,095 |
| BRISTOL MYERS SQUIBB CO | $1,148,760 | $1,148,760 |
| BUNGE GLOBAL SA ISIN CH1300646267 | $62,356 | $62,356 |
| CABLE ONE INC | $434,021 | $434,021 |
| CAPITAL ONE FINL CORP | $930,420 | $930,420 |
| CARNIVAL CORP | $287,076 | $287,076 |
| CARPENTER TECHNOLOGY CORP | $862,032 | $862,032 |
| CARVANA CO CL A | $2,625,386 | $2,625,386 |
| CBIZ INC | $1,110,102 | $1,110,102 |
| CCC INTELLIGENT SOLUTIONS HLDGS INC | $808,817 | $808,817 |
| CENTENE CORP | $57,610 | $57,610 |
| CF INDS HLDGS INC | $154,680 | $154,680 |
| CHAMPION HOMES, INC. | $561,756 | $561,756 |
| CHARLES RIVER LABORATORIES | $410,330 | $410,330 |
| CHEMED CORP | $625,959 | $625,959 |
| CIRRUS LOGIC INC | $201,450 | $201,450 |
| CISCO SYSTEMS INC | $654,755 | $654,755 |
| CITIGROUP INC | $1,704,608 | $1,704,608 |
| CITIGROUP INC. | $476,134 | $476,134 |
| CITIZENS FINL GROUP INC | $274,527 | $274,527 |
| CLEARWATER ANALYTICS HLDGS INC CL A | $573,767 | $573,767 |
| CLOUDFLARE INC CL A | $883,429 | $883,429 |
| COGNEX CORP | $523,293 | $523,293 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $704,836 | $704,836 |
| COMCAST CORP CL A | $364,658 | $364,658 |
| COMMONWEALTH EDISONPANY | $344,664 | $344,664 |
| CONAGRA BRANDS, INC. | $100,398 | $100,398 |
| CONOCOPHILLIPS | $339,804 | $339,804 |
| CONSTELLATION BRANDS INC | $193,144 | $193,144 |
| COREBRIDGE FINL INC | $834,291 | $834,291 |
| COVISTA INC | $93,123 | $93,123 |
| CROWN HLDGS INC 144A | $141,069 | $141,069 |
| CSG SYS INTL INC | $145,711 | $145,711 |
| CSW INDUSTRIALS INC | $834,506 | $834,506 |
| CUMMINS INC | $306,270 | $306,270 |
| CVS HEALTH CORP | $534,146 | $534,146 |
| CVS HEALTH CORPORATION | $1,300,869 | $1,300,869 |
| DATADOG INC CL A | $801,933 | $801,933 |
| DAVITA INC. | $90,888 | $90,888 |
| DELTA AIR LINES INC | $613,912 | $613,912 |
| DELTA AIR LINES INC. | $260,603 | $260,603 |
| DESCARTES SYS GROUP INC | $944,186 | $944,186 |
| DOLLAR GEN CORP | $1,143,814 | $1,143,814 |
| DOORDASH INC | $1,644,924 | $1,644,924 |
| DOUBLEVERIFY HLDGS INC | $667,432 | $667,432 |
| DOW INC | $428,392 | $428,392 |
| DOXIMITY INC CL A | $633,691 | $633,691 |
| DROPBOX INC CL A | $191,820 | $191,820 |
| DXC TECHNOLOGY CO | $10,182 | $10,182 |
| EAST WEST BANCORP INC | $292,214 | $292,214 |
| EASTMAN CHEM CO | $89,362 | $89,362 |
| EBAY INC | $540,020 | $540,020 |
| ELEVANCE HEALTH, INC. | $210,330 | $210,330 |
| EMCOR GROUP INC | $2,245,269 | $2,245,269 |
| ENACT HLDGS INC | $194,236 | $194,236 |
| ENERSYSMON | $86,583 | $86,583 |
| ENSIGN GROUP INC | $1,221,490 | $1,221,490 |
| ENTERPRISE PRODS OPER LLC DISC | $255,129 | $255,129 |
| EOG RES INC | $157,515 | $157,515 |
| EQUITABLE HLDGS INC | $199,844 | $199,844 |
| EURONET WORLDWIDE INC | $1,205,735 | $1,205,735 |
| EVEREST GROUP LTD | $135,740 | $135,740 |
| EVERSOURCE ENERGY | $195,257 | $195,257 |
| EXELIXIS INC | $258,597 | $258,597 |
| EXPEDIA GROUP, INC. | $311,641 | $311,641 |
| EXPONENT INC | $719,675 | $719,675 |
| EXXON MOBIL CORP | $433,224 | $433,224 |
| FEDERATED TREASURY OBLIGATION INSTITUTIONAL SHARES | $703,035 | $703,035 |
| FEDEX CORPORATION | $433,290 | $433,290 |
| FH SD8406 | $195,832 | $195,832 |
| FIDELIS INSURANCE HOLDINGS LTD | $230,926 | $230,926 |
| FIFTH THIRD BANCORP | $121,706 | $121,706 |
| FIRST BANCORP PUERTO RICOMON | $221,811 | $221,811 |
| FIRST HORIZON CORPORATION | $286,800 | $286,800 |
| FIRST WATCH RESTAURANT GROUP INC | $463,966 | $463,966 |
| FIVE BELOW INC | $1,689,401 | $1,689,401 |
| FLEX LTD | $211,470 | $211,470 |
| FLOOR & DECOR HLDGS INC | $438,043 | $438,043 |
| FMC CORP | $123,637 | $123,637 |
| FORD MOTORPANY | $334,560 | $334,560 |
| FOX CORP CL A | $518,797 | $518,797 |
| FRESENIUS MEDICAL CARE AG | $628,729 | $628,729 |
| FRESH DEL MONTE PRODUCE INC | $199,528 | $199,528 |
| FRESHPET INC | $1,418,511 | $1,418,511 |
| GENERAC HLDGS INC | $747,717 | $747,717 |
| GENERAL MLS INC | $158,100 | $158,100 |
| GENERAL MTRS CO | $715,616 | $715,616 |
| GENPACT LTD | $159,052 | $159,052 |
| GENTEX CORP | $1,569,050 | $1,569,050 |
| GILEAD SCIENCES INC | $613,700 | $613,700 |
| GLAUKOS CORP | $1,023,190 | $1,023,190 |
| GLOBAL PMTS INC | $676,786 | $676,786 |
| GLOBANT S A SEDOL BP40HR4 ISIN LU0974299876 | $495,178 | $495,178 |
| GLOBE LIFE INC | $574,125 | $574,125 |
| GLOBUS MEDICAL INC | $2,487,549 | $2,487,549 |
| GOLDMAN SACHS GROUP | $263,700 | $263,700 |
| GOODYEAR TIRE & RUBR CO | $47,304 | $47,304 |
| GOOSEHEAD INS INC CL A | $420,468 | $420,468 |
| GRACO INC | $707,073 | $707,073 |
| GRAND CANYON ED INC | $1,944,330 | $1,944,330 |
| GRAPHIC PACKAGING HLDG CO | $78,312 | $78,312 |
| GRID DYNAMICS HLDGS INC CL A | $255,946 | $255,946 |
| HALLIBURTON CO | $192,168 | $192,168 |
| HARLEY DAVIDSON INC | $73,764 | $73,764 |
| HCA HEALTHCARE, INC. | $373,488 | $373,488 |
| HEWLETT PACKARD ENTERPRISE CO | $345,888 | $345,888 |
| HF SINCLAIR CORP | $115,200 | $115,200 |
| HILLMAN SOLUTIONS CORP | $1,310,102 | $1,310,102 |
| HOME DEPOT INC. | $321,382 | $321,382 |
| HOST HOTELS AND RESORTS | $248,220 | $248,220 |
| HOULIHAN LOKEY INC CL A | $1,796,073 | $1,796,073 |
| HP INC | $258,448 | $258,448 |
| HUMANA INC | $957,414 | $957,414 |
| HUNTINGTON INGALLS INDS INC | $170,035 | $170,035 |
| IAC INC. | $1,029,894 | $1,029,894 |
| INCYTE CORPORATION | $316,064 | $316,064 |
| INGREDION INC | $132,312 | $132,312 |
| INSPIRE MED SYS INC | $254,739 | $254,739 |
| INSTALLED BLDG PRODS INC | $153,040 | $153,040 |
| INTERCONTINENTAL EXCHANGE, INC | $1,169,189 | $1,169,189 |
| JABIL, INC. | $228,020 | $228,020 |
| JAZZ PHARMACEUTICALS PLC | $289,000 | $289,000 |
| JOHN WILEY & SONS INC CL A | $93,238 | $93,238 |
| JOHNSON & JOHNSON | $372,510 | $372,510 |
| KADANT INC | $963,368 | $963,368 |
| KINDER MORGAN, INC. | $372,430 | $372,430 |
| KINDERCARE LEARNING COS INC | $165,944 | $165,944 |
| KINSALE CAP GROUP INC | $1,245,326 | $1,245,326 |
| KNIGHT SWIFT TRANSN HLDGS INC | $505,704 | $505,704 |
| KRAFT HEINZ CO | $218,250 | $218,250 |
| KROGER CO | $412,368 | $412,368 |
| LANDSTAR SYS INC | $462,427 | $462,427 |
| LEAR CORP | $873,252 | $873,252 |
| LINCOLN NATL CORP IND | $111,325 | $111,325 |
| LKQ CORP | $442,007 | $442,007 |
| LOAR HOLDINGS INC | $513,060 | $513,060 |
| LOCKHEED MARTIN CORP | $193,468 | $193,468 |
| LOCKHEED MARTIN CORPORATION | $450,172 | $450,172 |
| M & T BK CORP | $80,592 | $80,592 |
| MAGNA INTL INC SEDOL 2554475 ISIN CA5592224011 | $672,060 | $672,060 |
| MARATHON PETROLEUM CORP | $341,523 | $341,523 |
| MARKETAXESS HLDGS INC | $1,423,900 | $1,423,900 |
| MEDPACE HLDGS INC | $1,483,318 | $1,483,318 |
| MERCK & CO INC | $547,352 | $547,352 |
| META PLATFORMS INC | $427,426 | $427,426 |
| META PLATFORMS INC CL A | $3,371,080 | $3,371,080 |
| METLIFE INC | $524,793 | $524,793 |
| MGIC INVT CORP WIS | $233,760 | $233,760 |
| MGM MIRAGE | $153,258 | $153,258 |
| MICROSOFT CORP | $4,000,988 | $4,000,988 |
| MICROSOFT CORP. | $157,522 | $157,522 |
| MILLROSE PPTYS INC CL A W/I | $26,883 | $26,883 |
| MOLSON COORS BEVERAGE CO | $266,076 | $266,076 |
| MOSAIC CO | $122,859 | $122,859 |
| MURPHY OIL CORP | $78,750 | $78,750 |
| NATIONAL FUEL GAS CO N J | $184,138 | $184,138 |
| NCR ATLEOS CORPORATION | $78,126 | $78,126 |
| NETAPP INC | $149,926 | $149,926 |
| NETFLIX INC | $1,225,443 | $1,225,443 |
| NEW YORK TIMES CO | $1,381,597 | $1,381,597 |
| NEWELL BRANDS, INC. | $171,328 | $171,328 |
| NEWMARKET CORP | $206,178 | $206,178 |
| NEWMONT CORPORATION | $499,250 | $499,250 |
| NEXSTAR MEDIA GROUP, INC. | $182,745 | $182,745 |
| NOV INC | $337,733 | $337,733 |
| NU HLDGS LTD ORD SHS CL A ISIN KYG6683N1034 SEDOL BN6NP19 | $1,811,134 | $1,811,134 |
| NVIDIA CORP | $6,191,987 | $6,191,987 |
| OMEGA HEALTHCARE INVS INC | $177,360 | $177,360 |
| OPENLANE, INC. | $1,892,251 | $1,892,251 |
| OPTION CARE HEALTH INC | $574,085 | $574,085 |
| ORGANON & CO | $68,115 | $68,115 |
| ORTHOPEDIATRICS CORP | $137,054 | $137,054 |
| OSHKOSH CORPORATION | $733,428 | $733,428 |
| OVINTIV INC | $160,679 | $160,679 |
| OWENS CORNING INC | $268,584 | $268,584 |
| PAYLOCITY HLDG CORP | $1,097,848 | $1,097,848 |
| PAYPAL HLDGS INC | $227,682 | $227,682 |
| PENNANT GROUP INC | $537,693 | $537,693 |
| PENSKE AUTO GROUP INC | $1,203,162 | $1,203,162 |
| PFIZER INC | $862,237 | $862,237 |
| PHINIA INC | $200,608 | $200,608 |
| PHREESIA INC | $221,652 | $221,652 |
| PNC FINANCIAL SERVICES GROUP | $125,603 | $125,603 |
| POWER INTEGRATIONS INC | $345,627 | $345,627 |
| PPG INDS INC | $557,177 | $557,177 |
| PPL ELECTRIC UTILITIES CORP | $431,513 | $431,513 |
| PRIMERICA INC | $2,862,887 | $2,862,887 |
| PRIVIA HEALTH GROUP INC | $1,148,062 | $1,148,062 |
| PULTE GROUP INC | $351,780 | $351,780 |
| PVH CORP | $522,488 | $522,488 |
| QUALCOMM INC | $581,570 | $581,570 |
| QUANTA SVCS | $758,864 | $758,864 |
| RADIAN GROUP INC | $266,326 | $266,326 |
| RB GLOBAL INC | $1,113,259 | $1,113,259 |
| REGENERON PHARMACEUTICALS INC | $173,671 | $173,671 |
| REGIONS FINL CORP | $373,980 | $373,980 |
| REPLIGEN CORPMON | $985,782 | $985,782 |
| ROBERT HALF INC. | $628,537 | $628,537 |
| ROBLOX CORP CL A | $1,003,476 | $1,003,476 |
| SAMSARA INC CL A | $1,425,303 | $1,425,303 |
| SCIENCE APPLICATIONS INTL CORP | $139,917 | $139,917 |
| SEA LTD ADR | $1,901,431 | $1,901,431 |
| SERVICE PPTYS TR SH BEN INT | $7,728 | $7,728 |
| SHELL INTERNATIONAL FINANCE B.V. | $201,170 | $201,170 |
| SHELL PLC ADR | $322,798 | $322,798 |
| SHOPIFY INC | $2,898,426 | $2,898,426 |
| SIGNET JEWELERS | $182,336 | $182,336 |
| SIMPSON MFG INC | $1,492,790 | $1,492,790 |
| SIXTH STR SPECIALTY LENDING INC | $395,695 | $395,695 |
| SKYWORKS SOLUTIONS INC | $536,639 | $536,639 |
| SLB LIMITED | $165,034 | $165,034 |
| SMUCKER J M CO | $146,715 | $146,715 |
| SNAP ON INC | $137,840 | $137,840 |
| SOLVENTUM CORP | $478,530 | $478,530 |
| SPOTIFY TECHNOLOGY A SHS ISIN# LU1778762911 | $1,538,882 | $1,538,882 |
| SPSMERCE INC | $763,844 | $763,844 |
| SS&C TECHNOLOGIES HLDGS INC | $3,225,623 | $3,225,623 |
| STATE STREET CORP | $632,149 | $632,149 |
| STEEL DYNAMICS INC | $186,395 | $186,395 |
| STEVANATO GROUP S P A ORD SHS SEDOL BNM0752 ISIN IT0005452658 | $401,998 | $401,998 |
| STRATEGIC ED INC | $1,012,685 | $1,012,685 |
| SYLVAMO CORP | $105,930 | $105,930 |
| SYNCHRONY FINL | $216,918 | $216,918 |
| TAIWAN SEMICONDUCTOR MANUFACTURE ADR | $3,248,888 | $3,248,888 |
| TD SYNNEX CORP | $407,874 | $407,874 |
| TEGNA INC | $199,923 | $199,923 |
| TERADATA CORP DEL | $231,344 | $231,344 |
| TEXTRON INC | $339,963 | $339,963 |
| THE CAMPBELL'SPANY | $97,545 | $97,545 |
| THE HARTFORD INSURANCE GROUP, INC | $496,080 | $496,080 |
| TRANSCAT INC | $400,230 | $400,230 |
| TWFG INC CL A | $472,116 | $472,116 |
| TYSON FOODS INC | $589,776 | $589,776 |
| UBER TECHNOLOGIES INC | $372,313 | $372,313 |
| UGI CORP NEW | $160,949 | $160,949 |
| ULTRAGENYX PHARMACEUTICAL INC | $352,797 | $352,797 |
| UNITED AIRLINES HOLDINGS, INC. | $335,460 | $335,460 |
| UNIVERSAL HEALTH SVCS | $724,262 | $724,262 |
| UNUM GROUP | $162,750 | $162,750 |
| VALERO ENERGY | $260,464 | $260,464 |
| VERIZONMUNICATIONS INC | $533,563 | $533,563 |
| VIATRIS INC | $100,845 | $100,845 |
| VISA INC CL A | $1,491,570 | $1,491,570 |
| VOYA FINL INC | $404,257 | $404,257 |
| WELLS FARGO &PANY | $1,677,973 | $1,677,973 |
| WESTERN UNION CO | $60,515 | $60,515 |
| WHIRLPOOL CORP | $86,568 | $86,568 |
| WILLSCOT HOLDINGS CORPORATION | $364,040 | $364,040 |
| WORKIVA INC CL A | $1,118,921 | $1,118,921 |
| WYNDHAM HOTELS & RESORTS INC | $1,679,321 | $1,679,321 |
| ZIONS BANCORPORATION, N.A. | $158,058 | $158,058 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,088,372 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,088,372 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (76 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CNH INDL N V | FMV | $130,924 | $130,924 |
| COLUMBUS CORE PLUS BOND FUND | FMV | $38,435,336 | $38,435,336 |
| ENBRIDGE INC. | FMV | $138,716 | $138,716 |
| FEDERATED HERMES, INC. | FMV | $218,694 | $218,694 |
| FH A95861 | FMV | $44,201 | $44,201 |
| FH A96413 | FMV | $32,827 | $32,827 |
| FH C00556 | FMV | $342 | $342 |
| FH C00632 | FMV | $46 | $46 |
| FH C00701 | FMV | $251 | $251 |
| FH C01188 | FMV | $138 | $138 |
| FH D83122 | FMV | $435 | $435 |
| FH G05646 | FMV | $25,585 | $25,585 |
| FH G08542 | FMV | $43,428 | $43,428 |
| FH G08605 | FMV | $58,583 | $58,583 |
| FH Q43734 | FMV | $136,279 | $136,279 |
| FH Q46801 | FMV | $40,669 | $40,669 |
| FH QB0130 | FMV | $376,163 | $376,163 |
| FH QE0764 | FMV | $356,971 | $356,971 |
| FH RA6231 | FMV | $106,473 | $106,473 |
| FH RA8252 | FMV | $1,090,620 | $1,090,620 |
| FH SD8201 | FMV | $119,733 | $119,733 |
| FH SD8220 | FMV | $71,741 | $71,741 |
| FH SD8299 | FMV | $1,730,777 | $1,730,777 |
| FH SD8316 | FMV | $989,510 | $989,510 |
| FN 429024 | FMV | $480 | $480 |
| FN 443606 | FMV | $422 | $422 |
| FN 545759 | FMV | $1,292 | $1,292 |
| FN 603476 | FMV | $1,752 | $1,752 |
| FN 890289 | FMV | $10,648 | $10,648 |
| FN AB1051 | FMV | $13,774 | $13,774 |
| FN AB7733 | FMV | $3,837 | $3,837 |
| FN AC8280 | FMV | $143,364 | $143,364 |
| FN AE5147 | FMV | $3,347 | $3,347 |
| FN AH8932 | FMV | $13,271 | $13,271 |
| FN AI1059 | FMV | $9,766 | $9,766 |
| FN AI1888 | FMV | $66,064 | $66,064 |
| FN AK3406 | FMV | $31,622 | $31,622 |
| FN AO9140 | FMV | $75,717 | $75,717 |
| FN AP4961 | FMV | $5,435 | $5,435 |
| FN AQ0546 | FMV | $13,156 | $13,156 |
| FN AS3467 | FMV | $18,359 | $18,359 |
| FN AS4789 | FMV | $5,989 | $5,989 |
| FN AT1714 | FMV | $7,957 | $7,957 |
| FN AT7277 | FMV | $10,811 | $10,811 |
| FN AU3751 | FMV | $8,666 | $8,666 |
| FN AU3753 | FMV | $18,404 | $18,404 |
| FN AV2340 | FMV | $21,452 | $21,452 |
| FN AV6103 | FMV | $43,948 | $43,948 |
| FN BJ9169 | FMV | $194,950 | $194,950 |
| FN BM1768 | FMV | $174,051 | $174,051 |
| FN BW1433 | FMV | $340,105 | $340,105 |
| FN CA4358 | FMV | $137,198 | $137,198 |
| FN CB1066 | FMV | $1,022,500 | $1,022,500 |
| FN CB3914 | FMV | $290,590 | $290,590 |
| FN FS2603 | FMV | $50,496 | $50,496 |
| FN FS5890 | FMV | $792,781 | $792,781 |
| FN MA2371 | FMV | $85,962 | $85,962 |
| FN MA3210 | FMV | $143,020 | $143,020 |
| FN MA3745 | FMV | $90,921 | $90,921 |
| FN MA3937 | FMV | $173,177 | $173,177 |
| FN MA4238 | FMV | $387,373 | $387,373 |
| FN MA4654 | FMV | $224,130 | $224,130 |
| FN MA4978 | FMV | $64,131 | $64,131 |
| FN MA5071 | FMV | $593,400 | $593,400 |
| FN MA5388 | FMV | $1,211,207 | $1,211,207 |
| FN MA5605 | FMV | $115,961 | $115,961 |
| FN MA5945 | FMV | $400,613 | $400,613 |
| GN 002729 | FMV | $116 | $116 |
| GN 460832 | FMV | $935 | $935 |
| GN 460941 | FMV | $601 | $601 |
| GN 531143 | FMV | $1,637 | $1,637 |
| GN 544481 | FMV | $1,190 | $1,190 |
| PFIZER INVEST ENTE PTE LTD. | FMV | $672,805 | $672,805 |
| SPRUCEGROVE ALL COUNTRY WORLD EX U.S. FUND | FMV | $31,999,862 | $31,999,862 |
| VANGUARD INSTITUTIONAL INDEX | FMV | $25,165,328 | $25,165,328 |
| WILLIAM BLAIR INST INTL GROWTH | FMV | $28,255,070 | $28,255,070 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,958 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,067 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET | Desc |
| BOY Book Value | $514,369 | BOYBookValueAmt |
| EOY Book Value | $441,531 | EOYBookValueAmt |
| EOYFMV | $441,531 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $8,284,957 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARKING & MILEAGE | $11,276 | $677 | $10,576 |
| INSURANCE | $17,626 | $2,239 | $15,387 |
| MISCELLANEOUS | $19,576 | $775 | $29,340 |
| OFFICE & OTHER SUPPLIES | $5,592 | $336 | $5,123 |
| SOFTWARE & EQUIPMENT | $47,447 | $2,847 | $39,388 |
| UTILITIES | $13,755 | $825 | $13,094 |
| SPRUCEGROVE K-1 OTHER EXPENSES | $0 | $35,888 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT SETTLEMENTS | $26,502 | $26,502 | $26,502 |
| SPRUCE GROVE K-1 | $0 | -$2,183 | $0 |
| COLUMBUS CORE K-1 | $0 | $71,314 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| BOY Book Value | $539,319 | BOYBookValueAmt |
| EOY Book Value | $469,732 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEES | $80,000 | $80,000 | $0 |
| INVESTMENT FEES | $1,708,080 | $1,708,079 | $0 |
| NON-TRUSTEE COMMITTEE MEMBERS | $22,500 | $3,000 | $19,500 |
| OTHER | $10,742 | $645 | $9,436 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $566,501 | $0 | $0 |
| SPRUCEGROVE K-1 FOREIGN TAXES PD | $0 | $129,497 | $0 |
| PAYROLL TAXES | $50,177 | $1,629 | $48,548 |
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