MIGNON SHERWOOD DELANO FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MIGNON SHERWOOD DELANO FOUNDATION (EIN 38-2557743)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349104160
- Schema version
- 2025v4.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | 382557743 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIGNON SHERWOOD DELANO FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELA | BusinessNameControlTxt |
| Phone | 4129951769 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 4129951769 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-04-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $5,886,629 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $325 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $136,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,078 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $225,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $591,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $225,005 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $361,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $361,083 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,248 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,149 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,099 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $45,328 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $45,328 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,713 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,713 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,169 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,462 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,462 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,974 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,949 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,343 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,551 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,103 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,103 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,343 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $260,654 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $340,740 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $106,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,069 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,069 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,394,004 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,472,294 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,786,560 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,500,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,572,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,886,629 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,500,259 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,572,363 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,500,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,572,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,500,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,572,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,500,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,173 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35 | OtherIncreasesAmt |
| Subtotal | $4,572,467 | SubtotalAmt |
| Other Decreases | $104 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,572,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6362.752 VANGUARD INTERNATIONAL VALUE | 2022-09-09 | 2025-09-04 | $285,815 | $223,714 | $62,101 | $62,101 | |
| 392.83 PZENA EMERG MKTS VALUE-INST | 2024-11-01 | 2025-10-29 | $6,093 | $5,260 | $833 | $833 | |
| 43.34 PZENA EMERG MKTS VALUE-INST | 2023-04-17 | 2025-10-29 | $672 | $507 | $165 | $165 | |
| 571.701 BAILLIE GIFFORD EMERGING MARKETS | 2024-11-01 | 2025-10-29 | $15,253 | $12,000 | $3,253 | $3,253 | |
| 282.122 BAILLIE GIFFORD EMERGING MARKETS | 2024-06-17 | 2025-10-29 | $7,527 | $5,786 | $1,741 | $1,741 | |
| 191. DIMENSIONAL INTERNATIONAL VA | 2025-09-05 | 2025-10-29 | $8,956 | $8,745 | $211 | $211 | |
| 930.997 WCM FOCUSED INTL GROWTH-INS | 2024-12-06 | 2025-10-29 | $25,500 | $21,832 | $3,668 | $3,668 | |
| 252. ISHARES CORE S&P 500 | 2019-02-06 | 2025-10-29 | $174,349 | $69,172 | $105,177 | $105,177 | |
| 42. ISHARES CORE S&P SMALL CAP ETF | 2019-05-03 | 2025-10-29 | $5,061 | $3,361 | $1,700 | $1,700 | |
| 87.471 PRINCIPAL MIDCAP FUND-R6 | 2024-12-12 | 2025-10-29 | $3,948 | $4,116 | -$168 | -$168 | |
| .921 PRINCIPAL MIDCAP FUND-R6 | 2017-07-06 | 2025-10-29 | $42 | $23 | $19 | $19 | |
| 237.047 TRIBUTARY SMALL COMPANY FD INST | 2024-12-13 | 2025-10-29 | $7,000 | $7,692 | -$692 | -$692 | |
| 96.482 ALLSPRING SPECIAL MID CAP VALUE | 2024-04-18 | 2025-10-29 | $4,800 | $4,564 | $236 | $236 | |
| CAPITAL GAIN DIVIDENDS | $46,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,761 | P | |||||
| CAPITAL GAIN DIVIDENDS | $46,761 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $225,005 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,736 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,736 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,736 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,737 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,737 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1 | OverpaymentAmt |
| Applied To ES Tax | $1 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4129951769 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BERNARD RIKER | ||||||
| 9421 E SUMMERFIELD DR | TRAVERSE CITY | MI | 49684 | PRESIDENT | 1 | $0 |
| SARA DECKER | ||||||
| PO BOX 264 | BLOOMINGDALE | MI | 49026 | TREASURER | 1 | $0 |
| REBECCA BURNETT | ||||||
| 508 NORTH CEDAR ST | ALLEGAN | MI | 49010 | DIRECTOR | 1 | $0 |
| THOMAS HUNTER | ||||||
| 240 CUTLER ST | ALLEGAN | MI | 49010 | VICE PRESIDENT | 1 | $0 |
| THOM BERLIN | ||||||
| 1722 MARYWOOD | KALAMAZOO | MI | 49006 | DIRECTOR | 1 | $0 |
| JAMES E VANDERROEST | ||||||
| 4409 CANTERBURY AVE | KALAMAZOO | MI | 49006 | SECRETARY | 1 | $0 |
| PNC BANK N A | ||||||
| 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | TRUSTEE | 1 | $30,248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,549,321 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,655,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,655,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,571,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,556 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,556 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,736 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,736 | TotalTaxAmt |
| Distributable Before Adj | $273,820 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $273,820 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $273,820 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $260,654 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $260,654 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $273,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $185,749 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $260,654 | QualifyingDistributionsAmt |
| Applied To Year1 | $185,749 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,905 | 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 | $198,915 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE MIGNON SHERWOOD DELANO FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 834 KING HIGHWAY STE 110 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2693449236 | RecipientPhoneNum |
| Form And Info And Materials | CALL TO REQUEST GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 2ND TUESDAY IN SEPTEMBER EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | SOUTHWESTERN MICHIGAN, PRIMARILY ALLEGAN COUNTY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WMU SCHOOL OF THEATER AND DANCE | ||||||||
| 1903 W MICHIGAN AVENUE | KALAMAZOO | MI | 49008 | NONE | PC | PREPARE COSTUMES, MUSIC FOR | $6,700 | |
| CONGREGATION KITCHEN | ||||||||
| 805 AIRWAY DRIVE | ALLEGAN | MI | 49010 | NONE | PC | FUNDING FOR THE | $15,000 | |
| SLEEP IN HEAVENLY PEACE | ||||||||
| PO BOX 3373 | NAMPA | ID | 83653 | NONE | PC | BUILD AND FURNISH 30 BEDS | $7,568 | |
| ALLEGAN COUNTY FOOD PANTRY | ||||||||
| 247 N MAIN STREET | ALLEGAN | MI | 49010 | NONE | PC | PURCHASE FOOD FOR PANTRY | $12,000 | |
| ALLEGAN COUNTY LEGAL ASSISTANCE CENTER | ||||||||
| 113 CHESTNUT STREET | ALLEGAN | MI | 49010 | NONE | PC | PURCHASE A DELL LATITUDE | $2,983 | |
| ARC OF ALLEGAN COUNTY | ||||||||
| 219 HUBBARD STREET | ALLEGAN | MI | 49010 | NONE | PC | BUY WASHER & DRYER | $2,311 | |
| PROJECT HOPE OF NE ALLEGAN COUNTY | ||||||||
| PO BOX 241 | DORR | MI | 49323 | NONE | PC | PURCHASE PERSONAL | $12,000 | |
| ST VINCENT DE PAUL | ||||||||
| 134-A W ALLEGAN ST | OTSEGO | MI | 49078 | NONE | PC | EMERGENCY FINANCIAL NEEDS & | $10,000 | |
| WINGS OF HOPE HOSPICE INC | ||||||||
| 530 LINN STREET | ALLEGAN | MI | 49010 | NONE | PC | PAIN AND SYMPTOM MANAGEMENT | $10,000 | |
| GOOD HANDS PLAINWELL | ||||||||
| 290 12TH STREET | PLAINWELL | MI | 49080 | NONE | PC | PURCHASE FOOD | $10,000 | |
| GOOD SAMARITANS BLESSED SACRAMENT | ||||||||
| 110 CEDAR ST | ALLEGAN | MI | 49010 | NONE | PC | FUNDS FOR HEATING, ELECTRIC | $10,000 | |
| HANDS OF GRACE FOOD PANTRY | ||||||||
| 409 TROWBRIDGE STREET | ALLEGAN | MI | 49010 | NONE | PC | PURCHASE PERISHABLE & NON | $7,000 | |
| HUNGRY FOR CHRIST | ||||||||
| PO BOX 71 | HAMILTON | MI | 49419 | NONE | PC | MEIJER SIMPLY GIVE CAMPAIGN | $10,000 | |
| KALAMAZOO SYMPHONY ORCHESTRA | ||||||||
| 359 S KALAMAZOO MALL SUITE 100 | KALAMAZOO | MI | 49007 | NONE | PC | MUSIC PROGRAM | $5,000 | |
| HOLLAND FREE HEALTH CLINIC | ||||||||
| 99 WEST 26TH STREET | HOLLAND | MI | 49423 | NONE | PC | DENTAL CARE; SUPPLIES, | $5,000 | |
| K'ZOO FOLK LIFE - ALLEGAN CHAPTER | ||||||||
| 219 DELANO STREET | ALLEGAN | MI | 49010 | NONE | PC | FUND BAND FEES FOR GOOD | $4,200 | |
| SAFE HARBOR CHILD ADVOCACY CENTER | ||||||||
| 402 TROWBRIDGE STREET | ALLEGAN | MI | 49010 | NONE | PC | PURCHASE ITEMS FOR | $6,500 | |
| WINGS HOME INC | ||||||||
| 330 LINN STREET | ALLEGAN | MI | 49010 | NONE | PC | PURCHASE NEW EXTERIOR | $2,541 | |
| BABY CLOSET | ||||||||
| 101 N WALNUT STREET | ALLEGAN | MI | 49010 | NONE | PC | PURCHASE ESSENTIAL SUPPLIES | $6,000 | |
| PLAINWELL VOLUNTEER CHRISTMAS | ||||||||
| PO BOX 156 | PLAINWELL | MI | 49080 | NONE | PC | PROVIDE GIFTS, ITEMS, | $6,000 | PROJECT |
| BEAUTIFY PULLMAN | ||||||||
| 5605 109TH AVE | Pullman | MI | 49450 | NONE | PC | MAINTENANCE AND | $5,000 | |
| PLAINWELL FIRST UNITED METHODIST | ||||||||
| PO BOX 85 | PLAINWELL | MI | 49080 | NONE | PC | WEEKLY PURCHASE FOR FREE | $2,300 | CHURCH |
| CHRISTIAN NEIGHBORS S E | ||||||||
| PO BOX 53 | PLAINWELL | MI | 49080 | NONE | PC | EMERGENCY FINANCIAL | $17,000 | |
| ALLEGAN HOMELESS SOLUTIONS | ||||||||
| 409 OAKS CROSSING | PLAINWELL | MI | 49080 | NONE | PC | TEMPORARY HOUSING ASSIST, | $10,000 | |
| RED HORSE CENTER FOR COLLABORATIVE | ||||||||
| 6181 122ND AVE | FENNVILLE | MI | 494088413 | NONE | PC | GENERAL SUPPORT | $10,000 | LEADERSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,103 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $225,005 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $361,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $361,119 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 057071854 BAIRD AGGREGATE BOND | AT COST | $902,353 | $845,461 |
| 256210105 DODGE & COX INCOME F | AT COST | $885,032 | $843,867 |
| 461418444 WCM FOCUSED INTL GRO | AT COST | $204,010 | $282,645 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $287,170 | $762,338 |
| 464287507 ISHARES CORE S&P MID | AT COST | $107,574 | $177,870 |
| 464287804 ISHARES CORE S&P SMA | AT COST | $109,775 | $164,887 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $81,430 | $133,675 |
| 89609H704 TRIBUTARY SMALL COMP | AT COST | $154,516 | $150,186 |
| 921939203 VANGUARD INTERNATION | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $111,836 | $146,755 |
| 066922204 ISHARES S&P 500 INDE | AT COST | $894,150 | $1,437,377 |
| 056823396 BAILLIE GIFFORD EMER | AT COST | $114,214 | $147,737 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $214,649 | $266,233 |
| 94987W513 ALLSPRING SPECIAL MI | AT COST | $117,042 | $113,059 |
| 25434V807 DIMENSIONAL INTERNAT | AT COST | $288,543 | $314,470 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LEGAL FEES - PRINCIPAL (ALLOCA | $17,603 | $17,603 |
| LEGAL FEES - INCOME (ALLOCABLE | $27,725 | $27,725 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY RETURN OF CAPITAL ADJUSTMENT | $97 |
| ROUNDING | $7 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP RENEWAL FEES | $1,313 | $0 | $1,313 |
| DISTRIBUTION COMMITTEE EXPENSE | $636 | $0 | $636 |
| CLASS ACTION FILING FEES | $25 | $25 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $35 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NON-PNC CONSULTING FEES | CategoryTxt |
| Amt | $3,713 | Amt |
| Disbursements Charitable Prps | $3,713 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,392 | $1,392 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $3,537 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,737 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $777 | $777 | $0 |
Comments