2025-05-13T12:41:45-05:00 2024-12-31 383213032 JAMES & SPRINGGATE PLC 490 WEST SOUTH STREET KALAMAZOO MI 49007 990PF 2024-01-01 061654753 DEGROOT FAMILY FOUNDATION DEGR 2694493769 PO BOX 660 WATERVLIET MI 49098 SHIRLEY LEITH PRESIDENT 2694493769 2025-05-02 1 1 AMY L TAYLOR P00630479 2693840219 2025-05-02 2024 2025-03-06 01:10:19Z X 14049103 X X 26292 26292 263709 263709 614009 3605089 614009 904010 904010 217000 0 217000 3100 0 0 95629 95629 0 30076 8770 0 13883 0 13883 825 0 825 3106 7 3099 363619 104406 234807 562795 562795 926414 104406 797602 -22404 799604 21445 9436 9436 608038 605773 605773 348873 498380 477474 1013126 1053043 2010623 561965 383266 395645 6507162 6487193 10546248 2790 3904 3904 9063399 9040995 14049103 0 0 X 0 0 0 0 9063399 9040995 9063399 9040995 9063399 9040995 9063399 -22404 0 9040995 0 9040995 PUBLICLY TRADED SECURITIES P 3546300 2991080 555220 555220 CAPITAL GAINS DIVIDENDS P 58789 58789 58789 614009 11114 0 11114 0 11114 12440 0 0 0 12440 0 1326 1326 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 1 1 DEGROOTFAMILYFOUNDATION.ORG SHIRLEY LEITH 2694493769 PO BOX 660 WATERVLIET MI 49098 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHIRLEY LEITH 3827 HENNESSEY ROAD WATERVLIET MI 49098 PRESIDENT/TREASURER 4.60 65000 0 0 ERIC BROWN - EVB CONSULTING 6585 NICHOLAS BLVD 1605 NAPLES FL 34108 DIRECTOR 0.50 27000 0 0 ERIC M LEITH 721 MONTROSE KALAMAZOO MI 49008 VICE PRESIDENT/DIRECTOR OF 3.00 62500 0 0 JESSICA M CLAUS 11703 99TH AVENUE SW VASHON WA 98070 SECRETARY 3.00 62500 0 0 NONE 0 GREENLEAF TRUST 211 S ROSE STREET KALAMAZOO MI 49007 INVESTMENT ADVISORY SERVICES 95629 0 0 13567687 418438 0 13986125 0 0 13986125 209792 13776333 688817 688817 11114 11114 677703 0 677703 0 677703 797602 0 797602 677703 354142 0 0 797602 354142 0 0 443460 0 0 0 0 0 0 0 0 234243 0 0 0 X AMERICAN RED CROSS 5640 VENTURE CT KALAMAZOO MI 49009 NONE 501(C)(3) PUBLIC CHA PURCHASE OF CARGO VAN FOR BLOOD DRIVE NEEDS 38000 BERRIEN COMMUNITY FOUNDATION 2900 S STATE STREET STE 2E ST JOSEPH MI 49085 NONE 501(C)(3) PUBLIC CHA BACKPACKS FOR GOOD 5500 BERRIEN COMMUNITY FOUNDATION 2900 S STATE STREET STE 2E ST JOSEPH MI 49085 NONE 501(C)(3) PUBLIC CHA WOMEN'S GIVING CIRCLE 5000 BIRTH RIGHT OF ST JOSEPH 2700 NILES AVE ST JOSEPH MI 49085 NONE 501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT AND INSTALL THREE WINDOWS 15000 BOYS & GIRLS CLUB OF SOUTHWEST MICHIGAN 600 NATE WELLS SR DR BENTON HARBOR MI 49022 NONE 501(C)(3) PUBLIC CHA WORKFORCE DEVELOPMENT FRAMEWORK 50000 BRIDGMAN FOUNDATION FOR EDUCATIONAL EXCELLENCE 9964 GAST RD BRIDGMAN MI 49106 NONE 501(C)(3) PUBLIC CHA EDUCATION 1200 CORNERSTONE ALLIANCE 80 WEST MAIN STREET BENTON HARBOR MI 49022 NONE 501(C)(3) PUBLIC CHA CONTINUED ECONOMIC SUPPORT 75000 COVENANT HOUSE MICHIGAN 2959 MARTIN LUTHER KING BLVD DETROIT MI 48208 NONE 501(C)(3) PUBLIC CHA SERVING HOMELESS YOUTH DETROIT AND GRAND RAPIDS CAMPUS'S 100000 FEEDING AMERICA WEST MICHIGAN 1950 WALDORF ST NW SUITE 10B GRAND RAPIDS MI 49544 NONE 501(C)(3) PUBLIC CHA LIFTGATE FOR SEMI'S-BERRIEN COUNTY 20000 GIRLS ON THE RUN SOUTHWEST MICHIGAN PO BOX 440 ST JOSEPH MI 49085 NONE 501(C)(3) PUBLIC CHA SCHOLARSHIPS FOR COLOMA-WATERVLIET TEAMS 13595 GOOD FELLOW FUND 3450 HOLLYWOOD ROAD PO BOX 128 ST JOSEPH MI 49085 NONE 501(C)(3) PUBLIC CHA LOCAL CHRISTMAS DRIVE FOR FAMILIES IN NEED 5000 HOPE RESOURCES 262 NORTH PAW PAW STREET COLOMA MI 49038 NONE 501(C)(3) PUBLIC CHA FOOD PANTRY 5000 KALAMAZOO COMMUNITY FOUNDATION 402 EAST MICHIGAN AVE KALAMAZOO MI 49007 NONE 501(C)(3) PUBLIC CHA DONOR ADVISED FUND 30000 KC READY 4'S 241 E MICHIGAN AVENUE SUITE 135 KALAMAZOO MI 49007 NONE 501(C)(3) PUBLIC CHA TUITION ASSISTANCE/SUPPORT 50000 PREVENTION WORKS INC 309 N BURDICK STREET KALAMAZOO MI 49007 NONE 501(C)(3) PUBLIC CHA PROJECT ENRICHMENT IN KALAMAZOO 75000 SPCA SW MICHIGAN 6955 W KL AVENUE KALAMAZOO MI 49009 NONE 501(C)(3) PUBLIC CHA GENERAL 20000 YMCA OF GREATER MICHIANA 905 NORTH FRONT STREET NILES MI 49120 NONE 501(C)(3) PUBLIC CHA CAPITAL CAMPAIGN 25000 UNITED WAY OF SOUTHWEST MICHIGAN PO BOX 288 ST JOSEPH MI 49085 NONE 501(C)(3) PUBLIC CHA DOLLY PARTON'S IMAGINATION LIBRARY 25000 PGA TOURNAMENT CORPORATION 1 PGA TOUR BOULEVARD PONTE VEDRA BEACH FL 32082 NONE 501(C)(3) PUBLIC CHA SPONSORSHIP DESSERT & VOLUNTEER SNACKS SENIOR PGA 4500 562795 YMCA OF GREATER MICHIANA 905 NORTH FRONT STREET NILES MI 49120 NONE 501(C)(3) PUBLIC CHA CAPITAL CAMPAIGN 25000 25000 14 26292 14 263709 18 614009 0 904010 0 904010 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3100 0 0 AT&T INC 4.1% DATED 2/15/28 46878 48940 BANK OF AMERICA 3.248% DATED 10/21/27 45023 48184 DUKE ENERGY CORP 4.3% DATED 3/15/28 47406 49219 EBAY INC. 5.9% DATED 11/22/25 50265 50496 JPMORGAN CHASE & CO 3.2% DATED 06/15/26 46944 49049 SOUTHERN CO SR GLBL 5.15% DATED 10/6/25 25058 25085 VERIZON COMMUNICATIONS 4.3290% DATED 9/21/28 23699 24531 DTE ENERGY CO 5.1% DATED 03/01/29 24468 25055 JPMORGAN CHASE & CO 5.012% DATED 01/23/30 24462 24975 WELLS FARGO CO 5.198% DATED 01/23/30 49063 50111 ADOBE SYSTEMS INC 74582 73817 ALPHABET INC. CL C 32554 150829 AMAZON.COM INC 75942 174196 AMERICAN TOWER CORPORATION 136198 145261 APPLE INC 5675 57597 BERKSHIRE HATHAWAY 64448 144143 BOOKING HOLDINGS INC 21820 59621 CANADIAN PACIFIC KANSAS CITY LTD 60155 96397 DANAHER CORPORATION 15605 40630 DOLLAR GENERAL CORP 42507 41398 HONEYWELL INTERNATIONAL INC 26497 60313 META PLATFORMS, INC. 28349 87827 MICROSOFT CORPORATION 31410 103268 MONDELEZ INTERNATIONAL INC 49341 64807 NESTLE SA ADR 45503 41478 NIKE INC CL B 39970 40105 PAYPAL HOLDINGS INC 39746 53941 ROPER TECHNOLOGIES, INC. 24240 59783 S&P GLOBAL INC 84650 123013 SALESFORCE INC 24540 68538 STRYKER CORPORATION 10609 39966 TAIWAN SEMICONDUCTOR MFG CO ADR 40540 61024 TJX COMPANIES INC 9478 30203 VISA INC 68684 192468 498380 477474 0 0 DELAWARE EMERGING MARKETS R6 AT COST 216697 326477 ISHARES CONVERTIBLE BOND ETF AT COST 129120 140455 ISHARES CORE MSCI EAFE ETF AT COST 425749 630131 ISHARES CORE S&P 500 INDEX AT COST 2974505 6058106 ISHARES CORE S&P MIDCAP 400 INDEX AT COST 305329 621293 ISHARES CORE S&P SMALLCAP 600 INDEX AT COST 183261 350384 ISHARES PREFERRED & INCOME SECURITIES ETF AT COST 142228 143335 PEAR TREE POLARIS FOREIGN VALUE FUND R6 AT COST 321331 454441 T. ROWE PRICE EMERGING MKTS DISCV STOCK FUND I AT COST 341031 338270 VANGUARD INTERMEDIATE TERM TREASURY ADMIRAL AT COST 251795 248458 VANGUARD SHORT TERM CORP BOND INDEX AT COST 187082 188466 VIRTUS ALPHASIMPLEX MANAGED FUTURES R6 AT COST 533000 430003 WCM FOCUSED INTERNATIONAL GROWTH FUND AT COST 329275 469948 T. ROWE PRICE INSTITUTIONAL FLOATING RATE FUND AT COST 146790 146481 DEPOSITS IN TRANSIT 2790 3904 3904 DUES 830 0 830 FILING FEE 20 0 20 TECHNOLOGY 1046 0 1046 OFFICE SUPPLIES 1129 0 1129 ADR FEES 7 7 0 BANK FEES 74 0 74 INVESTMENT MANAGEMENT FEES 95629 95629 0 FOREIGN TAXES 8770 8770 0 EXCISE TAXES 21306 0 0