DOROTHY U DALTON FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY U DALTON FOUNDATION INC (EIN 38-2240062)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-29
- IRS object ID
- 202502729349100860
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-29T13:54:17-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382240062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY U DALTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 2693889800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GREENLEAF TRUST 211 S ROSE ST | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIFFFANY CLUBS | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 2693889800 | PhoneNum |
| Signature | 2025-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON J DURANT CPA | PreparerPersonNm |
| PTIN | P00286749 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Preparation | 2025-07-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $41,484,182 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $54,574 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,574 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $782,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $782,137 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,693,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,986,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,693,209 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,529,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,529,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $204,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $163,880 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,970 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $71,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,325 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $290,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $193,350 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,082,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,082,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,373,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $193,350 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,130,863 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $156,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,336,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $984,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,374,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,374,475 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $129,941 | AcctRcvblAmt |
| Acct Rcvbl BOY | $121,424 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $129,941 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $129,941 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,472,270 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,182,433 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,072,909 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,795,865 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,971,570 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,521,320 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,265,877 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,053,947 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,018,387 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,776,115 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,936,464 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,367,150 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,415,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,648,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,484,182 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,119,390 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,119,390 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,296,592 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,529,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,415,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,648,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,415,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,648,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,415,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $156,507 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76,341 | OtherIncreasesAmt |
| Subtotal | $27,648,830 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,648,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,843,041 | $6,293,090 | $1,549,951 | $1,549,951 | |
| CAPITAL GAINS DIVIDENDS | $143,258 | $143,258 | $143,258 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,693,209 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,478 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,478 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,478 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,740 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,740 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,262 | OverpaymentAmt |
| Applied To ES Tax | $11,262 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIFFFANY CLUBS GREENLEAF TRUST | IndividualWithBooksNm |
| Phone | 2693889800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JUDY K JOLLIFFE | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAY GARSIDE | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | SECRETARY, TREASURER & DIRECTOR | 4.00 | $0 | $0 | $0 |
| CHRISTOPHER BURNS | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH A JOHANSSON | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RACHEL WORGESS | ||||||||
| 211 SOUTH ROSE STREET | KALAMAZOO | MI | 49007 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENLEAF TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE ST | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ASSET MANAGEMENT | ServiceTypeTxt |
| Compensation | $204,850 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | 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 | $39,922,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,141,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,064,274 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,064,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $615,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,448,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,022,416 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,022,416 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,478 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,478 | TotalTaxAmt |
| Distributable Before Adj | $1,989,938 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,989,938 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,989,938 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,130,863 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,130,863 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,989,938 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $48,125 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $219,042 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $267,167 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,130,863 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,989,938 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,925 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $408,092 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $408,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $48,125 | ExcessFromYear2Amt |
| Excess From Year1 | $219,042 | ExcessFromYear1Amt |
| Excess From Current Year | $140,925 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIFFANY CLUBS GREENLEAF TRUST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SOUTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2693889800 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT A BRIEF DESCRIPTION AND BUDGET OF THE PROJECT OR PROGRAM THAT THE GRANT IS INTENDED TO FUND. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE BOARD MEETS TO ACT ON APPLICATIONS IN JUNE, SEPTEMBER AND DECEMBER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS OR LOANS WILL BE GIVEN TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AACORN FARM INC | ||||||
| 2016 N 5TH ST | KALAMAZOO | MI | 49009 | PC | AACORN FARM SCHOLARSHIP SUPPORT | $15,000 |
| AMERICAN RED CROSS OF SOUTHWEST MICHIGAN | ||||||
| 5640 VENTURE CT | KALAMAZOO | MI | 49009 | PC | DISASTER RELIEF / HOME FIRE CAMPAIGN | $5,000 |
| AMERICAN RED CROSS OF SOUTHWEST MICHIGAN | ||||||
| 5640 VENTURE CT | KALAMAZOO | MI | 49009 | PC | FOR TORNADO RELIEF IN PORTAGE AND THE SURROUNDING COMMUNITY | $20,000 |
| ARC COMMUNITY ADVOCATES | ||||||
| 814 S WESTNEDGE AVE | KALAMAZOO | MI | 49008 | PC | 2024 WINTER GRANT APPROVED FOR GENERAL OPERATIONS FOR TRAINING/ONBOARDING OF 1 FULL TIME ADVOCATE | $10,000 |
| ARTS COUNCIL OF GREATER KALAMAZOO | ||||||
| 359 S KALAMAZOO MALL | KALAMAZOO | MI | 49007 | PC | 2024 WINTER GRANT FOR GENERAL OPERATING SUPPORT | $15,000 |
| BALLET ARTS ENSEMBLE INC | ||||||
| 2018 RAMBLING ROAD | KALAMAZOO | MI | 49008 | PC | 2024 WINTER GRANT APPROVED FOR BAES 42ND SEASON | $5,000 |
| BENT NOT BROKEN | ||||||
| 2018 RAMBLING RD | KALAMAZOO | MI | 49008 | PC | 2024 WINTER GRANT APPROVED FOR GENERAL OPERATING SUPPORT | $7,500 |
| BIG BROTHERS BIG SISTERS | ||||||
| 3501 COVINGTON RD | KALAMAZOO | MI | 49001 | PC | ONE TO ONE MENTORING | $15,000 |
| BIKE FRIENDLY KALAMAZOO | ||||||
| PO BOX 22 | PORTAGE | MI | 49081 | PC | ALL KIDS BIKE KINDERGARTEN PE LEARN-TO-RIDE PROGRAM | $3,000 |
| BLACK ARTS AND CULTURAL CENTER | ||||||
| 359 S KALAMAZOO MALL 202 | KALAMAZOO | MI | 49007 | PC | 2024 WINTER GRANT APPROVED FOR GENERAL OPERATING SUPPORT | $13,000 |
| BOYS AND GIRLS CLUB OF GREATER KALAMAZOO | ||||||
| 915 LAKE STREET | KALAMAZOO | MI | 49001 | PC | BOYS & GIRLS CUBS GENERAL OPERATING GRANT | $45,000 |
| BRONSON HEALTH FOUNDATION | ||||||
| 301 JOHN STREET | KALAMAZOO | MI | 49007 | PC | 2024 TRUSTEE DIRECTED GRANT FROM RACHEL WORGESS | $500 |
| BRONSON HEALTH FOUNDATION | ||||||
| 301 JOHN STREET | KALAMAZOO | MI | 49007 | PC | NEW KALAMAZOO URGENT CARE CENTER | $50,000 |
| BUILDING BLOCKS OF KALAMAZOO | ||||||
| 1009 E STOCKBRIDGE AVE | KALAMAZOO | MI | 49001 | PC | 2024 WINTER GRANT FOR 2024 PROGRAMMING | $10,000 |
| CAN-DO KITCHEN | ||||||
| 3501 LAKE ST | KALAMAZOO | MI | 49048 | PC | 2024 TRUSTEE DIRECTED GRANT FROM JAY GARSIDE | $500 |
| CAN-DO KITCHEN | ||||||
| 3501 LAKE ST | KALAMAZOO | MI | 49048 | PC | CAPITAL CAMPAIGN | $20,000 |
| CENTER STAGE THEATRE | ||||||
| 2107 N 26TH ST | KALAMAZOO | MI | 49048 | PC | CENTER STAGE THEATRES PRODUCTION OF OLIVER! - JULY 2024 | $2,500 |
| CHEFF THERAPEUTIC RIDING CENTER | ||||||
| 8450 N 43RD ST 9651 | AUGUSTA | MI | 49012 | PC | 2024 WINTER GRANT APPROVED FOR GENERAL OPERATING SUPPORT | $25,000 |
| CHEFF THERAPEUTIC RIDING CENTER | ||||||
| 8450 N 43RD ST 9651 | AUGUSTA | MI | 49012 | PC | 2024 WINTER GRANT FOR RAISE THE ROOF-UNBRIDLE POTENTIAL CAPITAL CAMPAIGN | $50,000 |
| CITY OF PARCHMENT | ||||||
| 650 S RIVERVIEW DR | PARCHMENT | MI | 49004 | PC | KINDLEBERGER SUMMER FESTIVAL OF THE PERFORMING ARTS AND SUMMER CONCERT SERIES | $5,000 |
| COMMUNITIES IN SCHOOLS OF KALAMAZOO | ||||||
| 721 N CAPITOL AVE | LANSING | MI | 48906 | PC | 2024 TRUSTEE DIRECTED GRANT FROM JUDY JOLLIFFE | $500 |
| COMMUNITIES IN SCHOOLS OF KALAMAZOO | ||||||
| 721 N CAPITOL AVE | LANSING | MI | 48906 | PC | INTEGRATED STUDENT SUPPORTS | $35,000 |
| COMMUNITY HEALING CENTERS | ||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | PC | INPATIENT SUBSTANCE USE DISORDER TREATMENT & OUTPATIENT RECOVERY SERVICES, COMMUNITY HEALING CENTERS | $50,000 |
| COMMUNITY HOMEWORKS | ||||||
| 504 S WESTNEDGE AVENUE | KALAMAZOO | MI | 49008 | PC | 2024 WINTER GRANT FOR EMPOWERING GENERATIONS TO MAINTAIN SAFE, STABLE, AND SUSTAINABLE HOMES. CASH DIFFERENCE FROM STOCK PAYMENT | $361 |
| COMMUNITY HOMEWORKS | ||||||
| 504 S WESTNEDGE AVENUE | KALAMAZOO | MI | 49008 | PC | 2024 WINTER GRANT FOR EMPOWERING GENERATIONS TO MAINTAIN SAFE, STABLE, AND SUSTAINABLE HOMES | $9,639 |
| CRESCENDO ACADEMY OF MUSIC | ||||||
| 359 S KALAMAZOO MALL 12 | KALAMAZOO | MI | 49007 | PC | CRESCENDO COMMUNITY VOICES | $2,500 |
| DISABILITY NETWORK SOUTHWEST MICHIGAN | ||||||
| 517 EAST CROSSTOWN PARKWAY | KALAMAZOO | MI | 49001 | PC | 2024 WINTER GRANT APPROVED FOR CREATING COMMUNITIES WHERE EVERYONE BELONGS | $5,000 |
| ECUMENICAL SENIOR CENTER | ||||||
| 702 N BURDICK ST | KALAMAZOO | MI | 49007 | PC | GRANT PAYMENT 3 OF 3 TOWARDS THE CAPITAL CAMPAIGN BUILDING EXPANSION PROJECT | $25,000 |
| EDISON NEIGHBORHOOD ASSOCIATION | ||||||
| 816 WASHINGTON AVE | KALAMAZOO | MI | 49001 | PC | 2024 WINTER GRANT APPROVED FOR PROGRAMS, PROJECTS, AND SERVICES | $15,000 |
| FAMILY AND CHILDREN SERVICES INC | ||||||
| 1608 LAKE ST | KALAMAZOO | MI | 49001 | PC | 2024 TRUSTEE DIRECTED GRANT FROM JAY GARSIDE | $500 |
| FAMILY AND CHILDREN SERVICES INC | ||||||
| 1608 LAKE ST | KALAMAZOO | MI | 49001 | PC | 2024 TRUSTEE DIRECTED GRANT FROM SARAH JOHANSSON | $500 |
| FAMILY AND CHILDREN SERVICES INC | ||||||
| 1608 LAKE ST | KALAMAZOO | MI | 49001 | PC | FAMILY & CHILDREN SERVICES CHILD WELFARE PROGRAM SUPPORT | $50,000 |
| FARMERS ALLEY THEATRE | ||||||
| 221 FARMERS ALLEY | KALAMAZOO | MI | 49007 | PC | RISER/FLOOR REPLACEMENT PROJECT | $4,200 |
| FIRST CONGREGATIONAL CHURCH OF KALAMAZOO | ||||||
| 345 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | PC | 2024 WINTER GRANT WHICH MAY BE USED TOWARDS KALAMAZOO DROP IN CHILD CARE CENTER AT THE DISCRETION OF THE FIRST CONGREGATIONAL CHURCH OF KALAMAZOO | $10,000 |
| FIRST CONGREGATIONAL CHURCH OF KALAMAZOO | ||||||
| 345 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | PC | 2024 WINTER GRANT MAY BE USED TOWARDS CHILDRENS NATURE PLAYSCAPE AT THE DISCRETION OF FIRST CONGREGATIONAL CHURCH OF KALAMAZOO | $5,000 |
| FIRST DAY SHOE FUND | ||||||
| 6750 CHIME STREET | KALAMAZOO | MI | 49009 | PC | 2024 SHOE DISTRIBUTIONS | $12,500 |
| FONTANA CHAMBER ARTS | ||||||
| 359 S BURDICK ST SUITE 200 | KALAMAZOO | MI | 49007 | PC | FONTANA CHAMBER ARTS 2024-2025 SEASON | $5,000 |
| GFM THE SYNERGY CENTER | ||||||
| 625 HARRISON ST | KALAMAZOO | MI | 49007 | PC | URBANZONE | $7,500 |
| GIRL SCOUTS HEART OF MICHIGAN | ||||||
| 601 WEST MAPLE STREET | KALAMAZOO | MI | 49008 | PC | KALAMAZOO COUNTY GIRL SCOUTING | $5,000 |
| GIRLS ON THE RUN - GREATER KALAMAZOO | ||||||
| 3901 EMERALD DR SUITE E | KALAMAZOO | MI | 49001 | PC | 2024 WINTER GRANT APPROVED FOR MOUNTAIN MOVERS | $10,000 |
| GRYPHON PLACE | ||||||
| 3245 S 8TH ST | KALAMAZOO | MI | 49009 | PC | 2024 WINTER GRANT APPROVED FOR COMMUNITY INFORMATION EXCHANGE (CIE) | $50,000 |
| HISPANIC AMERICAN COUNCIL INC | ||||||
| 3097 930 LAKE ST STE A | KALAMAZOO | MI | 49001 | PC | ACADEMIA AZTECA(AZTEC ACADEMY) | $25,000 |
| HOSPICE CARE OF SOUTHWEST MICHIGAN | ||||||
| 7100 STADIUM DR | KALAMAZOO | MI | 49009 | PC | CENTRICA YOUTH-FOCUSED GRIEF SUPPORT PROGRAMS | $20,000 |
| HOSPITAL HOSPITALITY HOUSE | ||||||
| 828 S BURDICK ST | KALAMAZOO | MI | 49001 | PC | OPERATIONAL SUPPORT FOR HOSPITAL HOSPITALITY HOUSE | $20,000 |
| HOUSING RESOURCES INC | ||||||
| 643 W CROSSTOWN PKWY | KALAMAZOO | MI | 49008 | PC | OPERATIONS | $40,000 |
| IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL RET PLAN | ||||||
| 359 S BURDICK ST SUITE 101 | KALAMAZOO | MI | 49007 | PC | THE 2024-2025 GILMORE SEASON | $20,000 |
| JULIUS & ESTHER STULBERG COMPETITION INC | ||||||
| 359 S KALAMAZOO MALL STE 14 | KALAMAZOO | MI | 49007 | PC | 2024 WINTER GRANT APPROVED FOR INTERNATIONAL STRING COMPETITION GENERAL OPERATING | $4,000 |
| KAIROS DWELLING | ||||||
| 359 S KALAMAZOO MALL STE 14 | KALAMAZOO | MI | 49007 | PC | 2024 WINTER GRANT FOR 2025 OPERATIONAL EXPENSES | $25,000 |
| KALAMAZOO AVIATION HISTORY MUSEUM | ||||||
| 6151 PORTAGE RD | PORTAGE | MI | 49002 | PC | 2024 WINTER GRANT FOR AIR ZOO 3.0 MASTER PLAN. CASH DIFFERENCE FROM STOCK PAYMENT | $585 |
| KALAMAZOO AVIATION HISTORY MUSEUM | ||||||
| 6151 PORTAGE RD | PORTAGE | MI | 49002 | PC | 2024 WINTER GRANT FOR AIR ZOO 3.0 MASTER PLAN | $24,415 |
| KALAMAZOO CENTER FOR YOUTH AND COMMUNITY | ||||||
| 230 E CROSSTOWN PARKWAY | KALAMAZOO | MI | 49001 | PC | 2024 WINTER GRANT APPROVED EYS INDIVIDUAL STUDENT SERVICES FOR STRUGGLING LEARNERS | $10,000 |
| KALAMAZOO CHILDREN'S CHORUS | ||||||
| 7028 OAKLAND DR | PORTAGE | MI | 49024 | PC | 2024 WINTER GRANT APPROVED FOR 2024-2025 ARTS SUPPORT | $3,000 |
| KALAMAZOO CHORAL ARTS | ||||||
| 1200 ACADEMY ST | KALAMAZOO | MI | 49006 | PC | CONCERT PRODUCTION EXPENSES FOR 2024-2025 SEASON | $4,000 |
| KALAMAZOO CIVIC THEATRE | ||||||
| 329 S PARK STREET | KALAMAZOO | MI | 49007 | PC | KALAMAZOO CIVIC THEATRES 96TH SEASON, INCLUDING THEATRICAL, EDUCATIONAL AND OUTREACH PROGRAMMING | $150,000 |
| KALAMAZOO COLLEGE | ||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | PC | FESTIVAL PLAYHOUSE 2024-25 SEASON: CREATURES, CURSES, AND COLLABORATION | $45,000 |
| KALAMAZOO COMMUNITY FOUNDATION | ||||||
| 402 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | PC | RX KIDS KALAMAZOO | $50,000 |
| KALAMAZOO COUNTY READY 4S | ||||||
| 259 E MICHIGAN AVE 209 | KALAMAZOO | MI | 49008 | PC | KCR4S 2024-25 HIGH QUALITY SUPPORT SERVICES | $20,000 |
| KALAMAZOO CULTURAL CENTER | ||||||
| 359 S KALAMAZOO MALL | KALAMAZOO | MI | 49007 | PC | 2024 KCC OPERATIONAL REQUEST | $15,000 |
| KALAMAZOO CULTURAL CENTER | ||||||
| 359 S KALAMAZOO MALL | KALAMAZOO | MI | 49007 | PC | GRANT PAYMENT 3 OF 4 TOWARDS THE EPIC CENTER CAPITAL CAMPAIGN | $25,000 |
| KALAMAZOO HOUSING ADVOCATES | ||||||
| 821 W SOUTH ST D | KALAMAZOO | MI | 49007 | PC | 2024 WINTER GRANT APPROVED FOR HOUSING STABILITY | $10,000 |
| KALAMAZOO IN BLOOM | ||||||
| PO BOX 20178 | KALAMAZOO | MI | 49019 | PC | 2024 COMMUNITY BEAUTIFICATION | $5,000 |
| KALAMAZOO INSTITUTE OF ARTS | ||||||
| 314 SOUTH PARK STREET | KALAMAZOO | MI | 49007 | PC | 2024-2025 CHILDREN, YOUTH, AND FAMILY ARTS EDUCATIONAL PROGRAMMING | $25,000 |
| KALAMAZOO JUNIOR SYMPHONY ORCHESTRAS | ||||||
| 714 S WESTNEDGE | KALAMAZOO | MI | 49007 | PC | HARMONY IN DIVERSITY: BUILDING COMMUNITY THROUGH MUSIC | $7,000 |
| KALAMAZOO LITERACY COUNCIL | ||||||
| 420 E ALCOTT ST | KALAMAZOO | MI | 49001 | PC | PARENT LITERACY TOGETHER: 50TH ANNIVERSARY LITERACY LANE PROJECT | $5,000 |
| KALAMAZOO LOAVES & FISHES | ||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | PC | 2024 TRUSTEE DIRECTED GRANT FROM CHRIS BURNS | $1,000 |
| KALAMAZOO LOAVES & FISHES | ||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | PC | GROCERY PANTRY PROGRAM | $35,000 |
| KALAMAZOO NONPROFIT ADVOCACY COALITION | ||||||
| 315 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | PC | GRANT PAYMENT 3 OF 4 TOWARDS INSPIRE ACCESS TO ARTS & INNOVATION CAPITAL CAMPAIGN | $25,000 |
| KALAMAZOO SYMPHONY ORCHESTRA LEAGUE | ||||||
| 359 S KALAMAZOO MALL 100 | KALAMAZOO | MI | 49007 | PC | KALAMAZOO SYMPHONY ORCHESTRAS ARTIST IN RESIDENCE (AIR) PROGRAM | $25,000 |
| KALAMAZOO VALLEY HABITAT FOR HUMANITY | ||||||
| 1126 GULL ROAD | KALAMAZOO | MI | 49048 | PC | AFFORDABLE HOMEOWNERSHIP AND CRITICAL HOME REPAIRS | $25,000 |
| LOCAL JOURNALISM FOUNDATION OF KALAMAZOO | ||||||
| 315 W MICHIGAN AVE | KALAMAZOO | MI | 49007 | PC | 2024 WINTER GRANT APPROVED FOR GUIDE TO NAVIGATING HOUSING INSECURITY | $10,000 |
| MILESTONE SENIOR SERVICES | ||||||
| 918 JASPER ST | KALAMAZOO | MI | 49001 | PC | NEW HOME/NEW HOPE CAPITAL CAMPAIGN | $100,000 |
| MINISTRY WITH COMMUNITY INC | ||||||
| 440 N CHURCH STREET | KALAMAZOO | MI | 49007 | PC | 2024 TRUSTEE DIRECTED GRANT FROM JUDY JOLLIFFE | $500 |
| MINISTRY WITH COMMUNITY INC | ||||||
| 440 N CHURCH STREET | KALAMAZOO | MI | 49007 | PC | 2024 TRUSTEE DIRECTED GRANT FROM SARAH JOHANSSON | $500 |
| MINISTRY WITH COMMUNITY INC | ||||||
| 440 N CHURCH STREET | KALAMAZOO | MI | 49007 | PC | DROP-IN/MEALS PROGRAM | $40,000 |
| NEW YEAR'S FEST OF KALAMAZOO INC | ||||||
| 1417 S BURDICK ST | KALAMAZOO | MI | 49001 | PC | NEW YEARS FEST | $10,000 |
| OPEN DOORS KALAMAZOO | ||||||
| 1141 S ROSE ST 3 | KALAMAZOO | MI | 49001 | PC | 2024 WINTER GRANT APPROVED FOR OPERATING SUPPORT | $35,000 |
| OPEN ROADS BIKE PROGRAM | ||||||
| 1523 RIVERVIEW DRIVE | KALAMAZOO | MI | 49004 | PC | 2024 WINTER GRANT APPROVED FOR REFUGEE BIKE PROGRAM | $5,000 |
| PINE REST FOUNDATION | ||||||
| 300 68TH STREET SE | GRAND RAPIDS | MI | 49548 | PC | CAPITAL REQUEST FOR PINE REST KALAMAZOO CRISIS STABILIZATION UNIT | $100,000 |
| PLANNED PARENTHOOD OF MICHIGAN | ||||||
| 4201 W MICHIGAN AVE | KALAMAZOO | MI | 49006 | PC | 2024 WINTER GRANT FOR PROTECTING EQUITABLE ACCESS TO SEXUAL AND REPRODUCTIVE HEALTH CARE AND EDUCATION IN KALAMAZOO. CASH DIFFERENCE FROM STOCK PAYMENT | $585 |
| PLANNED PARENTHOOD OF MICHIGAN | ||||||
| 4201 W MICHIGAN AVE | KALAMAZOO | MI | 49006 | PC | 2024 WINTER GRANT FOR PROTECTING EQUITABLE ACCESS TO SEXUAL AND REPRODUCTIVE HEALTH CARE AND EDUCATION IN KALAMAZOO | $24,415 |
| PORTAGE COMMUNITY OUTREACH CENTER | ||||||
| 325 E CENTER AVE | PORTAGE | MI | 49002 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| PRETTY LAKE VACATION CAMP | ||||||
| 9123 WEST Q AVENUE | MATTAWAN | MI | 49071 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PROTESTANT EPISCOPAL CHURCH IN THE UNITED STATES OF AMERICA | ||||||
| 4800 WOODWARD AVE | DETROIT | MI | 48201 | PC | MAY BE USED TOWARDS PARTNERS IN HOUSING TRANSITIONS EVERY CHILDS HEAD IN A BED | $7,500 |
| PUBLIC MEDIA NETWORK | ||||||
| 359 S KALAMAZOO MALL 300 | KALAMAZOO | MI | 49007 | PC | MEDIA ARTS LAB PROGRAM | $5,000 |
| READ AND WRITE KALAMAZOO | ||||||
| 802 S WESTNEDGE AVE | KALAMAZOO | MI | 49008 | PC | GENERAL OPERATIONS | $15,000 |
| RENAISSANCE ENTERPRISES COMPANY | ||||||
| 901 LAY BLVD | KALAMAZOO | MI | 49001 | PC | KALAMAZOO COUNTY SENIOR OUTREACH | $2,500 |
| ROOTEAD ENRICHMENT CENTER | ||||||
| 505 E KALAMAZOO AVE STE 3 | KALAMAZOO | MI | 49007 | PC | RED BIRTH GREEN-ROOTEAD DOULA COLLECTIVE | $20,000 |
| SHERMAN LAKE YMCA OUTDOOR CENTER | ||||||
| 6225 N 39TH ST | AUGUSTA | MI | 49012 | PC | 2024 TRUSTEE DIRECTED GRANT FROM RACHEL WORGESS | $500 |
| SHERMAN LAKE YMCA OUTDOOR CENTER | ||||||
| 6225 N 39TH ST | AUGUSTA | MI | 49012 | PC | 2024 WINTER GRANT APPROVED FOR SAFETY & SECURITY PROJECT | $50,000 |
| SLD READ | ||||||
| 5250 LOVERS LN | PORTAGE | MI | 49002 | PC | PROGRAM SUPPORT - KALAMAZOO COUNTY (FY 24-25) | $12,000 |
| SPECIAL OLYMPICS MICHIGAN | ||||||
| 4024 STUDENT RECREATION CENTER WMU | KALAMAZOO | MI | 49008 | PC | 2024 WINTER GRANT APPROVED FOR AREA ASSISTANCE-KALAMAZOO ATHLETES WITH INTELLECTUAL DISABILITIES. | $5,000 |
| UNITED WAY OF SOUTH CENTRAL MICHIGAN | ||||||
| 709 S WESTNEDGE AVE | KALAMAZOO | MI | 49007 | PC | 2024 WINTER GRANT FOR 2024 ANNUAL CAMPAIGN. CASH DIFFERENCE FROM STOCK PAYMENT | $1,268 |
| UNITED WAY OF SOUTH CENTRAL MICHIGAN | ||||||
| 709 S WESTNEDGE AVE | KALAMAZOO | MI | 49007 | PC | 2024 WINTER GRANT FOR 2024 ANNUAL CAMPAIGN | $63,732 |
| WELLSPRING-CORI TERRY AND DANCERS | ||||||
| 359 S KALAMAZOO MALL 204 | KALAMAZOO | MI | 49007 | PC | COMMUNITY ENGAGEMENT THROUGH DANCE (CETD) | $5,000 |
| WEST MICHIGAN CANCER CENTER | ||||||
| 200 N PARK ST | KALAMAZOO | MI | 49007 | PC | 2024 WINTER GRANT APPROVED FOR PATIENT SERVICES & SURVIVORSHIP PROGRAM | $15,000 |
| WESTERN MICHIGAN UNIVERSITY FOUNDATION | ||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 49008 | PC | WMU COLLEGE OF FINE ARTS VIRTUAL IMAGING TECHNOLOGY LAB IN THE DOROTHY U. DALTON CENTER | $50,000 |
| YMCA OF GREATER KALAMAZOO | ||||||
| 1001 W MAPLE ST | KALAMAZOO | MI | 49008 | PC | 2024 WINTER GRANT FOR NORTHSIDE OUTREACH PROGRAM. CASH DIFFERENCE FROM STOCK PAYMENT | $1,107 |
| YMCA OF GREATER KALAMAZOO | ||||||
| 1001 W MAPLE ST | KALAMAZOO | MI | 49008 | PC | 2024 WINTER GRANT FOR NORTHSIDE OUTREACH PROGRAM | $48,893 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION | ||||||
| 352 E MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PC | YWCA KALAMAZOO VICTIM SERVICES PROGRAM | $30,000 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION | ||||||
| 353 E MICHIGAN AVE | KALAMAZOO | MI | 49007 | PC | YWCA KALAMAZOO SEXUAL ASSAULT VIOLENCE PREVENTION PROGRAM | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,082,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,574 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $782,137 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,693,209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,529,920 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,529,920 | 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 | ACCOUNTING & TAX SERVICES - PLANTE & MORAN, PLLC | CategoryTxt |
| Amt | $14,250 | Amt |
| Net Investment Income | $7,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO 5.8500% 11/05/27 | $202,683 | $206,247 |
| AMGEN INC 5.250% 03/02/2030 | $207,062 | $201,904 |
| AT&T INC 4.1000% 02/15/28 | $149,081 | $146,821 |
| BOOKING HOLDINGS INC 3.5500% 03/15/28 | $147,513 | $145,084 |
| DTE ENERGY CO 1.050% 06/01/2025 | $150,128 | $147,686 |
| DUKE ENERGY CORP NEW 5.0000% 12/08/25 | $200,373 | $200,509 |
| EBAY INC 5.9500% 11/22/27 | $101,900 | $103,311 |
| GOLDMAN SACHS GROUP INC 3.500% 04/01/2025 | $151,153 | $149,483 |
| GOLDMAN SACHS GROUP INC 5.049% 07/23/2030 | $101,447 | $99,490 |
| INTUIT 0.950% 07/15/2025 | $150,368 | $147,148 |
| JP MORGAN CHASE & CO 3.200% 06/15/26 | $140,625 | $147,148 |
| JP MORGAN CHASE & CO 5.012% 01/23/2030 | $98,025 | $99,900 |
| MCDONALDS CORP MED TERM NT 1.450% 09/01/2025 | $150,691 | $146,851 |
| META PLATFORMS INC. 4.800% 05/15/30 | $100,261 | $100,868 |
| ORACLE CORP 2.500% 04/01/2025 | $150,809 | $149,138 |
| PACKAGING CORP AMERICA 3.400% 12/15/2027 | $154,155 | $144,492 |
| PAYPAL HOLDINGS INC 1.650% 06/01/2025 | $150,238 | $148,051 |
| REPUBLIC SERVICES INC 2.900% 07/01/26 | $93,393 | $97,770 |
| S&P GLOBAL INC 2.950% 01/22/2027 | $153,696 | $145,183 |
| STARBUCKS CORP 2.000% 03/12/2027 | $150,395 | $141,725 |
| VULCAN MATERIALS | $149,951 | $149,578 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS INC | $141,840 | $169,423 |
| ALPHABET INC. CL C | $150,102 | $601,790 |
| AMAZON.COM INC | $286,070 | $643,910 |
| AMERCIAN TOWER CORP | $342,357 | $357,466 |
| APPLE INC | $11,584 | $189,818 |
| BERKSHIRE HATHAWAY CL B | $203,315 | $458,719 |
| BOOKING HOLDINGS INC | $98,578 | $263,326 |
| CANADIAN PACIFIC KANSAS CITY LTD | $157,996 | $248,953 |
| DANAHER CORP | $30,919 | $119,366 |
| DOLLAR GENERAL CORP | $65,574 | $56,789 |
| HONEYWELL INTERNATIONAL INC | $82,691 | $196,524 |
| META PLATFORMS INC. CL A | $141,125 | $436,205 |
| MICROSOFT CORPORATION | $100,202 | $356,589 |
| MONDELEZ INTERNATIONAL INC CL A | $133,801 | $177,995 |
| NESTLE SA ADR | $87,190 | $84,279 |
| NIKE INC CL B | $63,688 | $84,372 |
| PAYPAL HOLDINGS INC | $47,388 | $99,860 |
| ROPER TECHNOLOGIES, INC. | $63,966 | $194,944 |
| S&P GLOBAL INC | $251,567 | $369,040 |
| SALESFORCE.COM INC. | $96,626 | $282,509 |
| STRYKER CORP | $8,890 | $131,418 |
| TAIWAN SEMICONDUCTOR MFG CO ADR | $137,662 | $219,214 |
| TJX COMPANIES, INC | $54,970 | $175,175 |
| VISA INC CL A | $213,469 | $603,636 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,182,433 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,072,909 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DELAWARE EMERGING MARKETS R6 | AT COST | $446,943 | $756,542 |
| ISHARES CONVERTIBLE BOND ETF | AT COST | $379,866 | $426,549 |
| ISHARES CORE MSCI EAFE ETF | AT COST | $1,601,181 | $1,728,888 |
| ISHARES CORE MSCI EMERGING INDEX FUND MFC | AT COST | $1,051,749 | $1,075,736 |
| ISHARES CORE S&P 500 INDEX | AT COST | $5,216,637 | $13,889,905 |
| ISHARES CORE S&P MIDCAP 400 INDEX | AT COST | $935,512 | $1,725,800 |
| ISHARES CORE S&P SMALLCAP 600 INDEX | AT COST | $589,785 | $1,052,535 |
| ISHARES PREFERRED & INCOME SECURITIES ETF | AT COST | $386,344 | $395,358 |
| PEAR TREE POLARIS FOREIGN VALUE FUND R6 | AT COST | $1,273,000 | $1,217,186 |
| TROWE PRICE EMERGING MKTS DISC STOCK FUND I | AT COST | $775,000 | $784,309 |
| VANGUARD S/T INFLATION PROTECTED SEC ADMIRAL | AT COST | $365,197 | $361,663 |
| VANGUARD SHORT TERM CORP BOND INDEX ADMIRAL | AT COST | $420,000 | $433,469 |
| VIRTUS ALPHASIMPLEX MANAGED FUTURES R6 | AT COST | $1,282,901 | $1,170,781 |
| WCM FOCUSED INTERNATIONAL GROWTH FUND | AT COST | $1,212,349 | $1,348,429 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $20 | $0 | $20 |
| ADR FEES | $20 | $20 | $0 |
| NONPROFIT MANAGEMENT SOFTWARE | $48 | $0 | $48 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT OF STOCK DONATED | Desc |
| Amt | $76,341 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT & MANAGEMENT SERVICES - GREENLEAF TRUST | CategoryTxt |
| Amt | $204,850 | Amt |
| Net Investment Income | $163,880 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,970 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $22,325 | $22,325 | $0 |
| EXCISE TAX | $49,200 | $0 | $0 |