WILLIAM T AND FRANCES A LITTLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T AND FRANCES A LITTLE FOUNDATION (EIN 38-3443723)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202641269349101019
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T11:03:28-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 383443723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William T and Frances A Little Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James G Thompson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $318,709,781 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $32,082 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,082 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,139,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,139,960 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,172,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,172,042 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,428 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $405 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,023 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,413 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $90 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $18 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $72 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $239,480 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $239,480 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $274,411 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $247,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,555,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,555,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,829,411 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,802,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,657,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,170,869 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,721,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $651,540 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $651,540 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $19,174,248 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,748,089 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $20,149,650 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $239,881,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $238,719,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $297,908,591 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $261,776,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $259,119,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $318,709,781 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $261,776,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $259,119,334 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $261,776,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $259,119,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $261,776,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $259,119,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $261,776,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,657,369 | ExcessRevenueOverExpensesAmt |
| Subtotal | $259,119,334 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $259,119,334 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,275 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,275 | SubtotalAmt |
| Tax Based On Investment Income | $16,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $16,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $525 | OverpaymentAmt |
| Applied To ES Tax | $525 | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Mark Donovan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 3.0 | $500 | $0 | $0 |
| James M Elsworth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 3.0 | $500 | $0 | $0 |
| Frances A Little | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Trustee, Sec | 10.0 | $0 | $0 | $0 |
| Virginia S Little | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Trustee | 3.0 | $500 | $0 | $0 |
| James G Thompson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Trustee | 3.0 | $500 | $0 | $0 |
| Andrew J Weisman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 3.0 | $500 | $0 | $0 |
| Joel W Weisman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 3.0 | $500 | $0 | $0 |
| Shirley L Palmer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Honorary Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive Ste 302 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $239,305 | CompensationAmt |
| 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 | $317,983,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,096,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $320,080,436 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $320,080,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,801,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $315,279,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,763,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,763,961 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,275 | TotalTaxAmt |
| Distributable Before Adj | $15,747,686 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,747,686 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,747,686 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,802,825 | 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 | $3,802,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,747,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,597,060 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $3,802,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,597,060 | AppliedToYear1Amt |
| Applied To Current Year | $205,765 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $15,541,921 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Frances A Little | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAXTER COMMUNITY CENTER | |||||||
| 935 BAXTER SE | GRAND RAPIDS | MI | 49506 | N/A | PC | Holiday Baskets, Technology, after school programs | $93,500 |
| BRAVER ANGELS INC | |||||||
| 733 3RD AVE - 16TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $55,000 |
| CHASIN A DREAM FOUNDATION INC | |||||||
| 6694 SE YORKTOWN DR | HOBE SOUND | FL | 33455 | N/A | PC | Mindful Haven Project | $35,000 |
| CHRISTIAN HEALTHCARE CENTERS INC | |||||||
| 9640 ADAMS ST | HOLLAND | MI | 49424 | N/A | PC | Funds for X-Ray machine and Pediatric visual field equipment | $75,000 |
| COMMUNITIES IN SCHOOLS OF KALAMAZOO | |||||||
| 180 E WATER ST STE 2000 | KALAMAZOO | MI | 49007 | N/A | PC | General & Unrestricted | $30,000 |
| CULVER EDUCATIONAL FOUNDATION | |||||||
| 1300 ACADEMY RD NO 159 | CULVER | IN | 46511 | N/A | PC | Virginia S. & Mark T. Little Summer Scholarship Fund | $100,000 |
| DOLPHINS PLUS OCEANSIDE MARINE MAMMAL RESPONDER IN | |||||||
| 31 CORRINE PL | KEY LARGO | FL | 33037 | N/A | PC | Funds for the Construction of a Whale & Dolphin Intensive Care Unit (ICU) in The Florida Keys at the Protect Center | $190,000 |
| FAMILY & CHILDREN SERVICES INC | |||||||
| 1608 LAKE ST | KALAMAZOO | MI | 49001 | N/A | PC | General & Unrestricted | $70,000 |
| FCNL EDUCATION FUND | |||||||
| 245 2ND ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $100,000 |
| FELLOWSHIP OF RECONCILIATION INC | |||||||
| PO BOX 271 | NYACK | NY | 10960 | N/A | PC | General & Unrestricted | $25,000 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | N/A | PC | Veterans mental health services | $50,000 |
| GLEANERS COMMUNITY FOOD BANK OF SOUTHEASTERN MICHI | |||||||
| 2131 BEAUFAIT ST | DETROIT | MI | 48207 | N/A | PC | General & Unrestricted | $60,000 |
| GRAND RAPIDS PUBLIC MUSEUM | |||||||
| 272 PEARL ST NW | GRAND RAPIDS | MI | 49504 | N/A | PC | General & Unrestricted | $5,000 |
| GRAND RAPIDS WARTHOGS M C | |||||||
| 4242 LEISURE DR | DORR | MI | 49323 | N/A | PC | Funds to Assist families of fallen and injured 1st responders | $50,000 |
| GRAND VALLEY STATE UNIVERSITY | |||||||
| 1 CAMPUS DR | ALLENDALE | MI | 49401 | N/A | PC | General Support for WGVU public media | $70,000 |
| GRYPHON PLACE | |||||||
| 3245 S 8TH ST | KALAMAZOO | MI | 49009 | N/A | PC | General & Unrestricted | $70,000 |
| HOSPITAL HOSPITALITY HOUSE OF SOUTHWEST MICHIGAN I | |||||||
| 828 SOUTH BURDICK ST | KALAMAZOO | MI | 49001 | N/A | PC | General & Unrestricted | $60,000 |
| Kalamazoo Area Math and Science Center | |||||||
| 600 W VINE ST | KALAMAZOO | MI | 49008 | N/A | GOV | Funds for On-premise tech and facilities upgrades | $100,000 |
| KALAMAZOO AVIATION HISTORY MUSEUM | |||||||
| 6151 PORTAGE RD | PORTAGE | MI | 49002 | N/A | PC | Anchors Anchors Away Campaign | $25,000 |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | N/A | PC | The Little Fund | $100,000 |
| KALAMAZOO JUNIOR GOLF ASSOCIATION | |||||||
| 24720 CLANCEY AVE | MATTAWAN | MI | 49071 | N/A | PC | Red Arrow Golf Course Project | $200,000 |
| KALAMAZOO LOAVES & FISHES | |||||||
| 901 PORTAGE ST | KALAMAZOO | MI | 49001 | N/A | PC | General & Unrestricted | $130,000 |
| KALAMAZOO NATURE CENTER INC | |||||||
| 7000 N WESTNEDGE AVE | KALAMAZOO | MI | 49009 | N/A | PC | KNC summer camp scholarship fund for children whose families could not otherwise afford summer camp tuition | $50,000 |
| KALAMAZOO REFUGEE RESOURCE COLLABORATIVE INC | |||||||
| 6346 BROGAN HL | KALAMAZOO | MI | 49009 | N/A | PC | General operations support of staff positions to meet the expanded needs of KRRC's target population | $110,000 |
| KIDS FOOD BASKET | |||||||
| 1300 PLYMOUTH AVE NE | GRAND RAPIDS | MI | 49505 | N/A | PC | Feeding kids program | $5,000 |
| LAKE MICHIGAN JUNIOR GOLF ASSOCIATION INC | |||||||
| 118 COMMERCE AVE SW 400 | GRAND RAPIDS | MI | 49503 | N/A | PC | Program Funding | $106,500 |
| LOGGERHEAD MARINELIFE CENTER INC | |||||||
| 14200 US HWY 1 | JUNO BEACH | FL | 33408 | N/A | PC | Marine Rescue | $35,000 |
| MAYO CLINIC | |||||||
| PO BOX 4007 | ROCHESTER | MN | 55903 | N/A | PC | Funds for Experimental Antisense Oligonucleotide treatment in AA Amyliodosis Clinical Trial under the direction of Dr. Nelson Leung | $180,000 |
| MICHIGAN FRATERNAL ORDER OF POLICE FOUNDATION | |||||||
| 1457 E 12 MILE RD | MADISON HTS | MI | 48071 | N/A | PC | Scholarship fund | $200,000 |
| MINISTRY WITH COMMUNITY INC | |||||||
| 500 N EDWARDS ST | KALAMAZOO | MI | 49007 | N/A | PC | General & Unrestricted | $30,000 |
| PROJECT RELENTLESS | |||||||
| 20854 MOYER DR | CLINTON TWP | MI | 48038 | N/A | PC | Veteran support and rehabilitation through sailing | $50,000 |
| RIGHT SHARING OF WORLD RESOURCES INC | |||||||
| PO BOX 2102 | RICHMOND | IN | 47375 | N/A | PC | General & Unrestricted | $60,000 |
| SALVATION ARMY | |||||||
| 16130 NORTHLAND DR | SOUTHFIELD | MI | 48075 | N/A | PC | General Support for the Kalamazoo Chapter | $60,000 |
| SENIOR SERVICES INC | |||||||
| 918 JASPER ST | KALAMAZOO | MI | 49001 | N/A | PC | General & Unrestricted | $60,000 |
| SHARE OUR STRENGTH | |||||||
| PO BOX 758644 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $60,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2211 NORTH OAK PARK AVE | CHICAGO | IL | 60707 | N/A | PC | General & Unrestricted | $60,000 |
| SOUTH MICHIGAN FOOD BANK | |||||||
| 5451 WAYNE RD | BATTLE CREEK | MI | 49037 | N/A | PC | General & Unrestricted | $70,000 |
| SOUTHWEST MICHIGAN LAND CONSERVANCY INC | |||||||
| 8395 E MAIN ST | GALESBURG | MI | 49053 | N/A | PC | General projects around West Paw Preserve/Paw Paw River Basin | $75,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $60,000 |
| TWELVE BASKETS | |||||||
| 10332 PORTAGE RD | PORTAGE | MI | 49002 | N/A | PC | Funds To supplement supplies for residents of Portage, Vicksburg, and Schoolcraft | $50,000 |
| URBAN ALLIANCE | |||||||
| 1009 E STOCKBRIDGE AVE | KALAMAZOO | MI | 49001 | N/A | PC | General & Unrestricted | $90,000 |
| VAN ANDEL RESEARCH INSTITUTE | |||||||
| 333 BOSTWICK AVE NE | GRAND RAPIDS | MI | 49503 | N/A | PC | Cancer/Parkinson's Research | $5,000 |
| WARRIOR CANINE CONNECTION INC | |||||||
| 14934 SCHAEFFER RD | BOYDS | MD | 20841 | N/A | PC | General & Unrestricted | $10,000 |
| WESTERN MICHIGAN UNIVERSITY | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 49008 | N/A | PC | General Support for WMUK public media | $70,000 |
| WILLIAMS SYNDROME ASSOCIATION INC | |||||||
| 243 BROADWAY UNIT 9188 | NEWARK | NJ | 07104 | N/A | PC | R&D, Communications, Education | $200,000 |
| YOUNG WOMENS CHRISTIAN ASSOC OF KALAMAZOO | |||||||
| 353 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | N/A | PC | Domestic Violence/Victim Services Programs | $165,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,555,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,082 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,139,960 | 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 | |
| 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 | $1,172,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,172,042 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $8,298 | $200,320 |
| APPLE INC | $2,916,960 | $4,349,760 |
| BERKSHIRE HATHAWAY INC DEL CL | $216,609,749 | $269,463,599 |
| BERKSHIRE HATHAWAY INC. CLASS | $24,575 | $85,451 |
| KAYNE ANDERSON MLP INV CO | $42,107 | $40,718 |
| LOCKHEED MARTIN CORP | $3,648,536 | $3,820,993 |
| TRANSDIGM GRP INC | $15,469,480 | $19,947,750 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,748,089 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $20,149,650 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $6,428 | LegalFeesAmt |
| Net Investment Income | $405 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,023 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $239,305 | $239,305 |
| Postage/Delivery Service | $125 | $125 |
| State or Local Filing Fees | $50 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $16,700 |
| 990-PF Excise Tax for 2024 | $8,713 |