2013-11-15T14:10:59-06:00 2012-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2012-01-01 383333202 KALAMAZOO COMMUNITY FOUNDATION KALA 2693814416 151 S ROSE ST NO STE332 KALAMAZOO MI 49007 SUSAN SPRINGGATE 2693814416 2013-11-15 1 JAMES G THOMPSON CPA P00053844 2695674500 2012 2016-03-07 17:11:31Z SUSAN SPRINGGATE 151 S ROSE ST NO STE332 KALAMAZOO MI 49007 142604889 0 X HTTP://WWW.KALFOUND.ORG X 1995 MI THE KALAMAZOO COMMUNITY FOUNDATION MAKES LIFE BETTER FOR ALL THROUGH LEADERSHIP AND STEWARDSHIP OF RESOURCES THAT LAST FOREVER. 7 7 32 100 0 0 23977944 11547723 40325 1587 10295361 18266008 33002 20261 34346632 29835579 16895462 15722578 0 0 2170700 2164963 0 4925 1275113 1906135 2085672 20972297 19978138 13374335 9857441 306669590 337302811 5788767 5854452 300880823 331448359 THE KALAMAZOO COMMUNITY FOUNDATION MAKES LIFE BETTER FOR ALL THROUGH LEADERSHIP AND STEWARDSHIP OF RESOURCES THAT LAST FOREVER. 0 0 16964992 15722578 537 THE KALAMAZOO COMMUNITY FOUNDATION MAKES LIFE BETTER FOR ALL THROUGH LEADERSHIP AND STEWARDSHIP OF RESOURCES THAT LAST FOREVER. 16964992 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 49 0 1 32 1 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI FL X SUSAN SPRINGGATE 2693814416 151 S ROSE STREET KALAMAZOO MI 49007 BARBARA L JAMES 3.00 X X 0 0 0 RONDA E STRYKER 3.00 X X 0 0 0 EILEEN WILSON-OYELARAN 3.00 X 0 0 0 CAROLYN WILLIAMS 3.00 X 0 0 0 STEPHEN JOHNSON 3.00 X 0 0 0 FRANK SARDONE 3.00 X 0 0 0 JAMES ESCAMILLA 3.00 X 0 0 0 DONALD J VANDERKOOY 32.00 X 53331 0 535 CAROLYN PICKETT-ERWAY 50.00 X 160009 0 9678 ANN FERGEMANN 52.00 X 105842 0 8720 SUSAN SPRINGGATE 46.00 X 129647 0 13843 JOANNA DALES 47.00 X 76016 0 7294 SUPROTIK GHOSH 51.00 X 75559 0 22900 THOMAS VANCE 52.00 X 32769 0 8921 633173 0 71891 3 0 1 0 PNC 767 WEST BIG BEAVER ROAD TROY MI 48084 ASSET MANAGEMENT SERVICES 125603 PRUDENTIAL INVESTMENT MANAGEMENT 1 NEW YORK PLAZA NEW YORK NY 10017 ASSET MANAGEMENT SERVICES 124282 2 374802 467593 10705328 1088123 11547723 INVESTMENT INCOME 900099 1050 1050 MERRIL LYNCH PROGRAM F 900099 537 537 1587 7546163 7546163 123489155 112769310 10719845 10719845 10719845 SPONSORSHIP ANNUAL MTG 900099 20000 20000 OTHER 900099 261 261 20261 29835579 537 0 18287319 14665371 14665371 1057207 1057207 707220 176759 289927 240534 1078542 272341 491700 314501 49881 12580 22708 14593 204099 45345 89718 69036 125221 30849 55459 38913 88259 3138 1975 83146 32775 32775 4925 4925 429506 429506 664203 388294 268149 7760 80796 3633 13866 63297 75824 3301 61902 10621 165377 21810 113038 30529 235983 287 235090 606 64694 11684 35537 17473 118842 22943 24905 70994 2765 2765 21690 21690 6096 6096 MEMBERSHIPS 15285 2575 9168 3542 INDIRECT COSTS 0 244110 -548165 304055 83577 82989 588 19978138 16964992 1738033 1275113 5065944 1046720 9546085 6992474 8431223 11404623 498405 553759 679694 212493 18647 467201 93672506 108448002 173147834 194115720 10696845 8387768 5592101 5886544 306669590 337302811 282804 51400 409051 5505963 5394001 5788767 5854452 X 45391054 47602793 96447732 116313533 159042037 167532033 300880823 331448359 306669590 337302811 X 9857441 21149767 -439672 X X 0 1 X 1 0 X 20695974 22001597 10130431 23977944 11547725 88353671 20695974 22001597 10130431 23977944 11547725 88353671 29574880 58778791 5558250 6626466 5840021 5255777 7546163 30826677 46199 37864 73327 21848 179238 119359586 165 0.49250 0.49080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 0 0 0 0 0 199 34 3547049 240803 3584978 820661 33440961 8818878 1 1 265665873 7803635 35029481 9727023 1253126 1965713 295553127 265074013 14323197 -3775775 6735877 1231045 1988640 265665873 235016666 5947830 34630331 7491383 963629 2065802 265074013 178480146 18215746 48959279 7466387 2048093 1124025 235016666 243217466 11380173 -61320790 10657116 2741232 1398355 178480146 0.07000 0.53000 0.40000 0 1 1 679694 212493 467201 467201 POOLED INVESTMENT FUNDS 194115720 F 194115720 GIFT ANNUITIES PAYABLE 5058150 OTHER LIABILITIES 335851 5394001 X 50556386 21149767 10712 -439672 20720807 29835579 0 29835579 19988850 10712 10712 19978138 0 19978138 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUND INCOME IS USED ON THE MANNER DIRECTED BY THE DONORS WHEN THE FUND WAS ESTABLISHED. FUNDS ARE ESTABLISHED TO SUPPORT SCHOLARSHIPS, PROVIDE INCOME TO A DESIGNATED AGENCY, SUPPORT A FIELD OF INTEREST, OR FOR UNRESTRICTED PURPOSES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD FOR ALL TAX UNCERTAINTIES. TAX BENEFITS THAT HAVE A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES ARE RECOGNIZED. BASED ON ITS EVALUATION, THE FOUNDATION HAS CONCLUDED THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) FOR 1986. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE IRC. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN VALUE OF LIFE INSURANCE 20,842. DECREASE IN VALUE OF GIFT ANNUITIES -460,514. 1 A2 MISSIONARY FUND 1541 WASHTENAW AVENUE ANN ARBOR MI 48104 273674042 501(C)(3) 5000 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT ACLU - SOUTHWEST MICHIGAN BRANCH 2966 WOODWARD AVENUE DETROIT MI 48201 237243421 501(C)(3) 25000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY AMERICAN RED CROSS 5640 VENTURE COURT KALAMAZOO MI 49009 530196605 501(C)(3) 16850 HEALTH GENERAL & REHABILIATIVE ARCADIA NETWORKARCADIA INSTITUTE INC 1340 COBB KALAMAZOO MI 49008 383226544 501(C)(3) 15700 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ARTS COUNCIL OF GREATER KALAMAZOO 359 S KALAMAZOO MALL STE 203 KALAMAZOO MI 49007 386121183 501(C)(3) 97775 ARTS, CULTURE, HUMANITIES BETHANY REFORMED CHURCH 1833 S BURDICK KALAMAZOO MI 49001 381415381 501(C)(3) 10000 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT BETHEL BAPTIST CHURCH 402 SOUTH WESTNEDGE KALAMAZOO MI 49007 381393920 501(C)(3) 22200 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT BIG BROTHERS-BIG SISTERS 3501 COVINGTON RD KALAMAZOO MI 49001 381720832 501(C)(3) 38400 YOUTH DEVELOPMENT BLACK ARTS & CULTURAL CENTER 359 S BURDICK ST STE 202 KALAMAZOO MI 49007 382730761 501(C)(3) 28034 ARTS, CULTURE, HUMANITIES BORGESS MEDICAL CENTER 1521 GULL ROAD KALAMAZOO MI 49048 381360526 501(C)(3) 8500 HEALTH GENERAL & REHABILIATIVE BORGESS VISITING NURSE & HOSPICE SERVICES OF SW MICHIGAN 348 N BURDICK ST KALAMAZOO MI 490073843 381359216 501(C)(3) 55661 HEALTH GENERAL & REHABILIATIVE BOYS & GIRLS CLUBS OF GREATER KALAMAZOO 915 LAKE STREET KALAMAZOO MI 49001 381627080 501(C)(3) 154450 YOUTH DEVELOPMENT BRONSON HEALTH FOUNDATION 301 JOHN STREET BOX C KALAMAZOO MI 490075295 382415081 501(C)(3) 79200 HEALTH GENERAL & REHABILIATIVE BUILDING BLOCKS OF KALAMAZOO 511 W VINE STREET KALAMAZOO MI 49008 061705642 501(C)(3) 7000 ECONOMIC DEV CHRISTIAN NEIGHBORS P O BOX 53 PLAINWELL MI 49080 383451688 501(C)(3) 10000 FOOD NUTRITION AGRICULTURE CITY OF KALAMAZOO 241 W SOUTH STREET KALAMAZOO MI 49007 396004627 CITY OF KALAMAZOO 54156 COMMUNITY IMPROVEMENT/CAPACITY BLDG. CITY OF KALAMAZOO PARKS & RECREATION 251 MILLS KALAMAZOO MI 49048 396004627 CITY OF KALAMAZOO 20370 COMMUNITY IMPROVEMENT/CAPACITY BLDG. CLINTON COUNTY REGIONAL EDUCATION AGENCY 1013 S US HWY 27 STE A ST JOHNS MI 48879 386026085 501(C)(3) 40000 EDUCATION/INSTRUCTION COMMUNITIES IN SCHOOLS OF KALAMAZOO 125 W EXCHANGE PLACE KALAMAZOO MI 49007 382873188 501(C)(3) 73832 EDUCATION/INSTRUCTION COMMUNITY ADVOCATES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES 814 S WESTNEDGE KALAMAZOO MI 490081162 381613581 501(C)(3) 94711 HEALTH GENERAL & REHABILIATIVE COMMUNITY AIDS RESOURCE AND EDUCATION SERVICES 629 PIONEER STREET KALAMAZOO MI 49008 382784545 501(C)(3) 18575 HEALTH GENERAL & REHABILIATIVE COMMUNITY HEALING CENTERS 2615 STADIUM KALAMAZOO MI 49008 381961500 501(C)(3) 246713 HEALTH GENERAL & REHABILIATIVE COMMUNITY HOMEWORKS 808 S WESTNEDGE AVE KALAMAZOO MI 49008 271037159 501(C)(3) 131993 HUMAN SERVICE-MULTIPURPOSE/OTHER COMMUNITY LIVING OPTIONS INC 626 REED AVENUE KALAMAZOO MI 49001 382433400 501(C)(3) 5000 HOUSING SHELTER COMSTOCK COMMUNITY CENTER P O BOX 34 COMSTOCK MI 49041 381902558 501(C)(3) 109000 HUMAN SERVICE-MULTIPURPOSE/OTHER CONGREGATION OF MOSES 2501 STADIUM DRIVE KALAMAZOO MI 490081694 381783540 501(C)(3) 6935 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT CONNECTIONS COMMUNITY CHURCH 11500 N US-131 SCHOOLCRAFT MI 49087 383276588 501(C)(3) 14000 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT CONSTANCE BROWN HEARING CENTERS 1634 GULL ROAD STE201 KALAMAZOO MI 49048 381410463 501(C)(3) 100020 HEALTH GENERAL & REHABILIATIVE COTTEY COLLEGE 1000 WEST AUSTIN NEVADA MO 64772 440545271 501(C)(3) 20000 EDUCATION/INSTRUCTION COUNCIL OF MICHIGAN FOUNDATIONS ONE SOUTH HARBOR AVE STE 3 GRAND HAVEN MI 49417 386263347 501(C)(3) 12400 PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS COUNCIL ON FOUNDATIONS INC PO BOX 75661 BALTIMORE MD 212755661 136068327 501(C)(3) 29800 PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS COVENANT SENIOR DAY PROGRAM 7211 OAKLAND DRIVE PORTAGE MI 49024 383266954 501(C)(3) 8800 HEALTH GENERAL & REHABILIATIVE COVERT PUBLIC SCHOOLS 35323 M-140 HIGHWAY COVERT MI 49043 386003986 COVERT PUBLIC SCHOOL 34625 EDUCATION/INSTRUCTION DAY BIBLE CHURCH 135 BASELINE ROAD BATTLE CREEK MI 49017 386108004 501(C)(3) 18825 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT DENISON UNIVERSITY PO BOX 716 GRANVILLE OH 43023 314379459 501(C)(3) 12000 EDUCATION/INSTRUCTION DISABILITY NETWORK SW MI 517 E CROSSTOWN PARKWAY KALAMAZOO MI 49001 382351028 501(C)(3) 39028 HEALTH GENERAL & REHABILIATIVE DOUGLASS COMMUNITY ASSOCIATION 1000 W PATERSON KALAMAZOO MI 49007 381359820 501(C)(3) 6000 HEALTH GENERAL & REHABILIATIVE DOWNTOWN TOMORROW INC 141 EAST MICHIGAN AVE SUITE 501 KALAMAZOO MI 49007 382513286 501(C)(3) 105000 COMMUNITY IMPROVEMENT/CAPACITY BLDG. DRUG TREATMENT COURT FOUNDATION P O BOX 50587 KALAMAZOO MI 49005 010770241 501(C)(3) 17900 HEALTH GENERAL & REHABILIATIVE EAST MAIN CHURCH OF CHRIST 2528 EAST MAIN STREET KALAMAZOO MI 49048 382475557 501(C)(3) 21000 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT ECUMENICAL SENIOR CENTER 702 NORTH BURDICK ST KALAMAZOO MI 490073459 383021624 501(C)(3) 19579 EMPLOYMENT JOBS ERACCE 1000 WEST PATERSON STREET 153 KALAMAZOO MI 490071710 113726091 501(C)(3) 25000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FAMILY & CHILDREN SERVICES 1608 LAKE STREET KALAMAZOO MI 49001 382118101 501(C)(3) 102100 HUMAN SERVICE-MULTIPURPOSE/OTHER FAMILY HEALTH CENTER 117 WEST PATERSON STREET KALAMAZOO MI 49007 237107569 501(C)(3) 11750 HEALTH GENERAL & REHABILIATIVE FIRE HISTORICAL AND CULTURAL ARTS COLLABORATIVE 1249 PORTAGE ST STE 1A KALAMAZOO MI 49001 262739811 501(C)(3) 10450 EDUCATION/INSTRUCTION FIRST BAPTIST CHURCH OF KALAMAZOO 315 WEST MICHIGAN AVENUE KALAMAZOO MI 49007 135563018 501(C)(3) 40000 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT FIRST CONGREGATIONAL CHURCH 129 S PARK ST KALAMAZOO MI 49007 381359203 501(C)(3) 91497 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT FIRST DAY SHOE FUND 2525 FULFORD ST KALAMAZOO MI 49001 204881364 501(C)(3) 18500 YOUTH DEVELOPMENT FIRST PRESBYTERIAN CHURCH 321 W SOUTH STREET KALAMAZOO MI 49007 381359206 501(C)(3) 28446 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT FIRST PRESBYTERIAN CHURCH 9751 BONITA BEACH ROAD BONITA SPRINGS FL 34135 591622501 501(C)(3) 10000 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT FONTANA CHAMBER ARTS 359 S KALAMAZOO MALL STE 200 KALAMAZOO MI 49007 383548660 501(C)(3) 9041 ARTS, CULTURE, HUMANITIES FOOD BANK OF SOUTH CENTRAL MICHIGAN 5451 WAYNE ROAD BATTLE CREEK MI 49016 382445948 501(C)(3) 319921 FOOD NUTRITION AGRICULTURE FRIENDS OF THE PORTAGE SENIOR CENTER 320 LIBRARY LANE PORTAGE MI 49002 383022381 501(C)(3) 37775 COMMUNITY IMPROVEMENT/CAPACITY BLDG. GALESBURG-AUGUSTA COMMUNITY SCHOOLS 1076 N 37TH STREET GALESBURG MI 49053 386001925 GALESBURG-AGUSTA COM 23627 EDUCATION/INSTRUCTION GALESBURG-AUGUSTA SCHOOLS EDUCATION FOUNDATION 1076 NORTH 37TH ST GALESBURG MI 49053 383082334 501(C)(3) 14500 EDUCATION/INSTRUCTION GIRL SCOUTS HEART OF MICHIGAN 601 WEST MAPLE STREET KALAMAZOO MI 49008 381581300 501(C)(3) 9350 YOUTH DEVELOPMENT GOODWILL INDUSTRIES OF SW MICHIGAN 420 EAST ALCOTT STREET KALAMAZOO MI 49001 381558550 501(C)(3) 59000 HUMAN SERVICE-MULTIPURPOSE/OTHER GRAND VALLEY STATE UNIVERSITY 100 STU ALLENDALE MI 49401 381684280 501(C)(3) 35300 EDUCATION/INSTRUCTION GREATER DETROIT AGENCY FOR THE BLIND AND VISUALLY IMPARED 16625 GRAND RIVER AVE DETROIT MI 48827 381683860 501(C)(3) 5000 HEALTH GENERAL & REHABILIATIVE GREENWOOD REFORMED CHURCH 1815 WINTON KALAMAZOO MI 49001 382050835 501(C)(3) 5085 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT GRYPHON PLACE 3245 S 8TH ST KALAMAZOO MI 49009 382808685 501(C)(3) 173650 HEALTH GENERAL & REHABILIATIVE GUARDIAN FINANCE & ADVOCACY SERVICES 18 W MICHIGAN AVE STE 300 BATTLE CREEK MI 49017 382282034 501(C)(3) 98000 HUMAN SERVICE-MULTIPURPOSE/OTHER GULL LAKE COMMUNITY SCHOOLS FOUNDATION 11775 EAST D AVENUE RICHLAND MI 49083 382489077 501(C)(3) 6295 EDUCATION/INSTRUCTION HAVEN REFORMED CHURCH 5350 SPRINKLE RD KALAMAZOO MI 49004 382031786 501(C)(3) 7950 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT HISPANIC AMERICAN COUNCIL INC 930 LAKE STREET KALAMAZOO MI 49001 382437758 501(C)(3) 5000 COMMUNITY IMPROVEMENT/CAPACITY BLDG. HOSPICE AT HOME INC 4025 HEALTH PARK LANE ST JOSEPH MI 49085 382416086 501(C)(3) 5000 HEALTH GENERAL & REHABILIATIVE HOSPICE CARE OF SOUTHWEST MICHIGAN 222 N KALAMAZOO MALL KALAMAZOO MI 49007 382293985 501(C)(3) 7837 HEALTH GENERAL & REHABILIATIVE HOSPITAL HOSPITALITY HOUSE OF SW MI INC 527 WEST SOUTH STREET KALAMAZOO MI 49007 382540700 501(C)(3) 14762 HEALTH GENERAL & REHABILIATIVE HOUSING RESOURCES INC 420 EAST ALCOTT SUITE 200 KALAMAZOO MI 49001 382474879 501(C)(3) 491294 HOUSING SHELTER I D E A ASSOCIATION PO BOX 51272 KALAMAZOO MI 49005 208337684 501(C)(3) 9550 COMMUNITY IMPROVEMENT/CAPACITY BLDG. INTERACT OF MICHIGAN INC 610 SOUTH BURDICK STREET KALAMAZOO MI 49007 382999425 501(C)(3) 38100 HEALTH GENERAL & REHABILIATIVE INTERFAITH HOMES OF KALAMAZOO 2725 AIRVIEW BLVD SUITE 205 PORTAGE MI 49002 381905021 501(C)(3) 10000 YOUTH DEVELOPMENT IRVING S GILMORE INT'L KEYBOARD FESTIVAL 359 S BURDICK ST SUITE 101 KALAMAZOO MI 490074843 382868071 501(C)(3) 109182 ARTS, CULTURE, HUMANITIES JACKSON STATE UNIVERSITY DEVELOPMENT OFFICE JACKSON MS 39217 646000507 501(C)(3) 7400 EDUCATION/INSTRUCTION JULIUS & ESTHER STULBERG COMPETITION INC 359 S KALAMAZOO MALL STE 14 KALAMAZOO MI 49007 510147234 501(C)(3) 5100 ARTS, CULTURE, HUMANITIES JUNIOR LEAGUE OF KALAMAZOO INC 403 N SAGE STREET KALAMAZOO MI 49006 386103097 501(C)(3) 15252 PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS KAIROS DWELLING 2945 GULL ROAD KALAMAZOO MI 49048 383433618 501(C)(3) 22405 HEALTH GENERAL & REHABILIATIVE KALAMAZOO AMBUCS PO BOX 2662 KALAMAZOO MI 490032662 911906415 501(C)(3) 5000 HEALTH GENERAL & REHABILIATIVE KALAMAZOO AREA MATH & SCIENCE CENTER 600 W VINE ST STE 400 KALAMAZOO MI 49008 386001929 KALAMAZOO PUBLIC SCH 94600 EDUCATION/INSTRUCTION KALAMAZOO BOOK ARTS CENTER 326 W KALAMAZOO AVE STE 103A KALAMAZOO MI 49007 204202088 501(C)(3) 22660 EDUCATION/INSTRUCTION KALAMAZOO CENTER FOR YOUTH AND COMMUNITY P O BOX 50227 KALAMAZOO MI 49005 271408327 501(C)(3) 212185 YOUTH DEVELOPMENT KALAMAZOO CENTRAL MAROON FOUNDATION 401 NORTH SAGE STREET KALAMAZOO MI 49006 383518575 501(C)(3) 6700 RECREATION, LEISURE & SPORTS, ATHLETICS KALAMAZOO CHRISTIAN SCHOOL ASSOCIATION 2121 STADIUM DRIVE KALAMAZOO MI 490081692 381871520 501(C)(3) 63600 EDUCATION/INSTRUCTION KALAMAZOO CHRISTIAN SCHOOL FOUNDATION 2121 STADIUM DRIVE KALAMAZOO MI 49008 383146344 501(C)(3) 27200 EDUCATION/INSTRUCTION KALAMAZOO CIVIC THEATRE 329 S PARK ST KALAMAZOO MI 49007 381540000 501(C)(3) 523216 ARTS, CULTURE, HUMANITIES KALAMAZOO COLLECTIVE HOUSING 2101 WILBUR ST KALAMAZOO MI 49006 204014598 501(C)(3) 5000 HOUSING SHELTER KALAMAZOO COLLEGE 1200 ACADEMY STREET KALAMAZOO MI 49006 381358014 501(C)(3) 350806 EDUCATION/INSTRUCTION KALAMAZOO COUNTY GOVERNMENT 201 WEST KALAMAZOO AVENUE KALAMAZOO MI 49007 386004860 KALAMAZOO COUNTY GOV 122500 PUBLIC SAFETY/DISASTER PREPAREDNESS & RELIEF KALAMAZOO COUNTY READY 4S 222 S WESTNEDGE AVE KALAMAZOO MI 49007 273342489 501(C)(3) 511500 SCHOOL READINESS KALAMAZOO DROP-IN CHILD CARE CENTER FIRST CONGREGATIONAL CHURCH 129 S PARK ST KALAMAZOO MI 49007 381359203 501(C)(3) 6100 YOUTH DEVELOPMENT KALAMAZOO GAYLESBIAN RESOURCE CENTER 629 PIONEER STREET KALAMAZOO MI 490011801 382800996 501(C)(3) 67975 HUMAN SERVICE-MULTIPURPOSE/OTHER KALAMAZOO GOSPEL MISSION 448 NORTH BURDICK STREET KALAMAZOO MI 49007 381877515 501(C)(3) 43000 HOUSING SHELTER KALAMAZOO HUMANE SOCIETY 4239 S WESTNEDGE AVE KALAMAZOO MI 49008 381474932 501(C)(3) 25739 ANIMAL RELATED ACTIVITIES KALAMAZOO IN BLOOM 346 W MICHIGAN AVENUE KALAMAZOO MI 49007 382584023 501(C)(3) 6525 ARTS, CULTURE, HUMANITIES KALAMAZOO INSTITUTE OF ARTS 314 S PARK STREET KALAMAZOO MI 49007 381617060 501(C)(3) 321237 ARTS, CULTURE, HUMANITIES KALAMAZOO JUNIOR SYMPHONY SOCIETY 714 S WESTNEDGE KALAMAZOO MI 49007 386089780 501(C)(3) 8900 ARTS, CULTURE, HUMANITIES KALAMAZOO LITERACY COUNCIL 420 E ALCOTT ST KALAMAZOO MI 49001 383252735 501(C)(3) 20500 EDUCATION/INSTRUCTION KALAMAZOO LOAVES & FISHES 901 PORTAGE ST KALAMAZOO MI 49001 382420575 501(C)(3) 94350 FOOD NUTRITION AGRICULTURE KALAMAZOO NATURE CENTER 7000 N WESTNEDGE AVENUE KALAMAZOO MI 49009 381674780 501(C)(3) 417502 EDUCATION/INSTRUCTION KALAMAZOO NEIGHBORHOOD HOUSING SERVICES INC 802 S WESTNEDGE AVENUE KALAMAZOO MI 49008 382391442 501(C)(3) 15100 HOUSING SHELTER KALAMAZOO OPTIMIST HOCKEY ASSOCIATION 3600 VANRICK DRIVE KALAMAZOO MI 49001 382494896 501(C)(3) 8500 YOUTH DEVELOPMENT KALAMAZOO PSYCHIATRIC HOSPITAL 1312 OAKLAND DRIVE KALAMAZOO MI 49008 386000134 STATE OF MICHIGAN 23690 HEALTH GENERAL & REHABILIATIVE KALAMAZOO PUBLIC LIBRARY 315 SOUTH ROSE STREET KALAMAZOO MI 49007 351788185 501(C)(3) 59560 EDUCATION/INSTRUCTION KALAMAZOO PUBLIC SCHOOLS 1220 HOWARD STREET KALAMAZOO MI 49008 386001929 KALAMAZOO PUBLIC SCH 1223055 EDUCATION/INSTRUCTION KALAMAZOO REGIONAL CATHOLIC SCHOOLS FOUNDATION 1000 W KILGORE RD KALAMAZOO MI 49008 382476783 501(C)(3) 18212 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY 1819 E MILHAM ROAD PORTAGE MI 49002 381709020 KALAMAZOO REGIONAL E 816650 EDUCATION/INSTRUCTION KALAMAZOO ROTARY CLUB CHARITIES PO BOX 50251 KALAMAZOO MI 49005 386089188 501(C)(3) 5347 PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS KALAMAZOO SYMPHONY ORCHESTRA 359 S KALAMAZOO MALL STE 100 KALAMAZOO MI 49007 386005710 501(C)(3) 110245 ARTS, CULTURE, HUMANITIES KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION 6767 W O AVENUE KALAMAZOO MI 490034070 382307720 501(C)(3) 17651 EDUCATION/INSTRUCTION KALAMAZOO VALLEY HABITAT FOR HUMANITY 525 E KALAMAZOO AVENUE KALAMAZOO MI 49007 382558965 501(C)(3) 9928 HOUSING SHELTER LADIES LIBRARY ASSOCIATION OF KALAMAZOO 333 S PARK ST KALAMAZOO MI 49007 383639242 501(C)(3) 20500 IND. & FAMILIES LEGAL AID OF WESTERN MICHIGAN 89 IONIA NW SUITE 400 GRAND RAPIDS MI 49503 382156874 501(C)(3) 102456 PUBLIC PROTECTION, CRIME JUSTICE, LEGAL SERVICES LIFECARE INC 1400 N DRAKE RD KALAMAZOO MI 49006 382067110 501(C)(3) 10000 COM. ENG & YOUTH LIFT FOUNDATION 1037 INTERFAITH BLVD KALAMAZOO MI 49007 381845192 501(C)(3) 100000 HOUSING SHELTER LOCAL INITIATIVE SUPPORT CORP 119 N CHURCH ST SUITE 201 KALAMAZOO MI 49007 133030229 501(C)(3) 180000 COMMUNITY IMPROVEMENT/CAPACITY BLDG. MARYLAND INSTITUTE COLLEGE OF ART 1300 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21217 520591661 501(C)(3) 8000 EDUCATION/INSTRUCTION MATTAWAN PUBLIC EDUCATION FOUNDATION 56720 MURRAY ST MATTAWAN MI 49071 383082576 501(C)(3) 50000 EDUCATION/INSTRUCTION MENA MAHIBER 2540 HUNTERS BLUFF KALAMAZOO MI 49048 450562493 501(C)(3) 10000 ENVIRONMENT, QUALITY, PROTECTION MICHIGAN BLIND ATHLETIC ASSOCIATION C/O WMU 1903 WEST MICHIGAN DEPT BLS KALAMAZOO MI 490085218 382383830 501(C)(3) 5000 YOUTH DEVELOPMENT MICHIGAN COLLEGE ACCESS NETWORK 222 NORTH CHESTNUT LANSING MI 48933 364619621 501(C)(3) 20000 YOUTH DEVELOPMENT MICHIGAN COMMISSION FOR THE BLIND TRAINING CENTER 1541 OAKLAND DRIVE KALAMAZOO MI 49008 386000134 STATE OF MICHIGAN 400000 HEALTH GENERAL & REHABILIATIVE MICHIGAN HISTORICAL FOUNDATION PO BOX 12331 LANSING MI 48901 382888411 501(C)(3) 5339 ARTS, CULTURE, HUMANITIES MICHIGAN MARITIME MUSEUM INC 260 DYCKMAN AVE SOUTH HAVEN MI 49090 382342806 501(C)(3) 22000 ARTS, CULTURE, HUMANITIES MICHIGAN MASONIC CHARITABLE FOUNDATION 1200 WRIGHT AVE ALMA MI 48801 383266089 501(C)(3) 10000 HUMAN SERVICE-MULTIPURPOSE/OTHER MICHIGAN PARENTS OF THE VISUALLY IMPAIRED 4175 WESTBROOK ROAD IONIA MI 48846 382957938 501(C)(3) 60000 HEALTH GENERAL & REHABILIATIVE MICHIGAN STATE UNIVERSITY OFFICE OF FINANCIAL AID EAST LANSING MI 48824 386005984 501(C)(3) 10000 SCHOLARSHIP MICHIGAN STATE UNIVERSITY EXTENSION-KALAMAZOO COUNTY 3299 GULL ROAD NAZARETH MI 49074 386004860 501(C)(3) 5000 YOUTH DEVELOPMENT MICHIGAN YOUTH ARTS FESTIVAL 301 WEST 4TH STREET SUITE 415 ROYAL OAK MI 48067 382639761 501(C)(3) 27000 ARTS, CULTURE, HUMANITIES MINISTRY WITH COMMUNITY 440 NORTH CHURCH STREET KALAMAZOO MI 49007 382596981 501(C)(3) 116526 HOUSING SHELTER MONTESSORI CHILDRENS CENTER INC 750 HOWARD STREET KALAMAZOO MI 49008 381985363 501(C)(3) 19500 EDUCATION/INSTRUCTION MRC INDUSTRIES INC 2538 S 26TH STREET KALAMAZOO MI 49048 381911437 501(C)(3) 244898 HEALTH GENERAL & REHABILIATIVE MSUKALAMAZOO CENTER FOR MEDICAL STUDIES 1000 OAKLAND DRIVE KALAMAZOO MI 49007 364619621 501(C)(3) 20000 HEALTH GENERAL & REHABILIATIVE NORTHWOOD UNIVERSITY 4000 WHITING DRIVE MIDLAND MI 486402398 381624684 501(C)(3) 10000 EDUCATION/INSTRUCTION OPEN DOORS KALAMAZOO 808 S WESTNEDGE AVE KALAMAZOO MI 490081162 237088427 501(C)(3) 52100 HOUSING SHELTER OPPORTUNITIES UNLIMITED FOR THE BLIND INC PO BOX 46 GREENVILLE MI 48838 383160913 501(C)(3) 50000 HEALTH GENERAL & REHABILIATIVE PARKS FOUNDATION OF KALAMAZOO COUNTY PO BOX 50467 KALAMAZOO MI 49005 382886994 501(C)(3) 180727 ENVIRONMENT, QUALITY, PROTECTION PARTNERS IN HEALTH A NON PROFIT CORP 888 COMMONWEALTH AVE BOSTON MA 02115 043567502 501(C)(3) 30000 HEALTH GENERAL & REHABILIATIVE PARTNERS WORLDWIDE 6139 TAHOE DRIVE GRAND RAPIDS MI 49546 383293173 501(C)(3) 7500 HUMAN SERVICE-MULTIPURPOSE/OTHER PEOPLES EDUCATION FOR A SUSTAINABLE FUTURE DBA/FAIR FOOD MATTERS KALAMAZOO MI 49007 020612573 501(C)(3) 35288 YOUTH DEVELOPMENT PHILLIPS ACADEMY TRUSTEES OF PHILLIPS ACADEMY ANDOVER MA 018109982 042103579 501(C)(3) 6300 EDUCATION/INSTRUCTION PLANNED PARENTHOOD MID AND SOUTH MICHIGAN 2855 CAPITAL AVE KALAMAZOO MI 49006 381707521 501(C)(3) 7221 HEALTH GENERAL & REHABILIATIVE PORTAGE CHAPEL HILL UNITED METHODIST CHURCH 7028 OAKLAND DRIVE PORTAGE MI 49024 381816766 501(C)(3) 11800 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT PORTAGE COMMUNITY OUTREACH CENTER 325 E CENTRE PORTAGE MI 49002 382178011 501(C)(3) 25550 HUMAN SERVICE-MULTIPURPOSE/OTHER PORTAGE EDUCATION FOUNDATION PO BOX 2043 PORTAGE MI 49081 382966723 501(C)(3) 20342 EDUCATION/INSTRUCTION PORTAGE PUBLIC SCHOOLS 8111 S WESTNEDGE PORTAGE MI 49002 386001950 PORTAGE PUBLIC SCHOO 6650 EDUCATION/INSTRUCTION PORTAGE UNITED CHURCH OF CHRIST 2731 WEST MILHAM RD PORTAGE MI 49024 382249574 501(C)(3) 28000 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT PRETTY LAKE VACATION CAMP 9123 WEST Q AVENUE MATTAWAN MI 49071 381359229 501(C)(3) 314195 YOUTH DEVELOPMENT PREVENTION WORKS INC 611 WHITCOMB SUITE A KALAMAZOO MI 49008 383264831 501(C)(3) 7900 HEALTH GENERAL & REHABILIATIVE PURDUE UNIVERSITY 1060 HOVDE HALL WEST LAFAYETTE IN 479071060 356002041 501(C)(3) 10000 EDUCATION/INSTRUCTION RESIDENTIAL OPPORTUNITIES INC 1100 SOUTH ROSE ST KALAMAZOO MI 49001 382185735 501(C)(3) 84000 HOUSING SHELTER RICHLAND AREA COMMUNITY CENTER 9400 EAST CD AVENUE RICHLAND MI 49083 383640220 501(C)(3) 106186 YOUTH DEVELOPMENT SEEDING CHANGE 625 HARRISON ST STE 2 KALAMAZOO MI 49007 263256538 501(C)(3) 18711 COM. ENG & YOUTH SENIOR SERVICES INC 918 JASPER ST KALAMAZOO MI 49001 381747660 501(C)(3) 11150 HUMAN SERVICE-MULTIPURPOSE/OTHER SHEPHERD'S CENTER OF GREATER KALAMAZOO 1833 SOUTH BURDICK ST KALAMAZOO MI 49007 382845639 501(C)(3) 17200 HEALTH GENERAL & REHABILIATIVE SHERMAN LAKE YMCA OUTDOOR CENTER 6225 N 39TH STREET AUGUSTA MI 49012 383167869 501(C)(3) 25050 YOUTH DEVELOPMENT SOUTH HAVEN COMMUNITY FOUNDATION 228 BROADWAY SOUTH HAVEN MI 49090 203841038 501(C)(3) 13800 PHILANTHROPY, VOLUNTARISM & GR MAKING FOUNDATIONS SOUTH HAVEN HABITAT FOR HUMANITY 35 NORTH SHORE DRIVE SOUTH HAVEN MI 49090 911914868 501(C)(3) 50000 ENVIRONMENT, QUALITY, PROTECTION SOUTHWEST MICHIGAN FIRST CORP 241 E MICHIGAN AVENUE KALAMAZOO MI 49007 382853785 501(C)(3) 90000 EMPLOYMENT JOBS SOUTHWEST MICHIGAN LAND CONSERVANCY 6851 S SPRINKLE ROAD PORTAGE MI 49002 383038708 501(C)(3) 37100 ENVIRONMENT, QUALITY, PROTECTION SPECIALIZED LANGUAGE DEVELOPMENT CENTER 5250 LOVERS LANE STE LL100 PORTAGE MI 49002 382055709 501(C)(3) 63772 EDUCATION/INSTRUCTION ST LUKES EPISCOPAL CHURCH 247 WEST LOVELL KALAMAZOO MI 49007 311629166 501(C)(3) 9581 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT ST MICHAEL LUTHERAN CHURCH 7211 OAKLAND DRIVE PORTAGE MI 49002 430658188 501(C)(3) 6900 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT ST THOMAS MORE 421 MONROE KALAMAZOO MI 49001 381816518 501(C)(3) 5170 RELIGIOUS RELATED/SPIRITUAL DEVELOPMENT STARR COMMONWEALTH 13725 STARR COMMONWEALTH RD ALBION MI 492249580 381359593 501(C)(3) 5000 EDUCATION/INSTRUCTION TEXAS TOWNSHIP FRIENDS OF PARKS & TRAILS 7110 WEST Q AVE KALAMAZOO MI 49009 273615886 501(C)(3) 32000 ENVIRONMENT, QUALITY, PROTECTION THE FORUM FOR GREATER KALAMAZOO 1120 LAKEWAY AVENUE KALAMAZOO MI 49001 382477759 501(C)(3) 6000 ENVIRONMENT, QUALITY, PROTECTION THE LEELANAU CENTER FOR EDUCATION ONE OLD HOMESTEAD ROAD GLEN ARBOR MI 49636 386061392 501(C)(3) 10000 EDUCATION/INSTRUCTION THE SALVATION ARMY 1700 S BURDICK KALAMAZOO MI 49001 580660607 501(C)(3) 82119 HUMAN SERVICE-MULTIPURPOSE/OTHER UJIMA ENTERPRISES INC PO BOX 50294 KALAMAZOO MI 49005 383262263 501(C)(3) 53750 EDUCATION/INSTRUCTION UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 709 SOUTH WESTNEDGE AVENUE KALAMAZOO MI 490075099 381359193 501(C)(3) 521534 HUMAN SERVICE-MULTIPURPOSE/OTHER UNIVERSITY OF MICHIGAN 515 EAST JEFFERSON ANN ARBOR MI 481091316 386006309 501(C)(3) 12900 EDUCATION/INSTRUCTION UNIVERSITY OF MICHIGAN HEALTH SYSTEM DEPRESSION CENTER-RACHEL UPJOHN BLDG ANN ARBOR MI 481090358 386006309 501(C)(3) 104450 HEALTH GENERAL & REHABILIATIVE URBAN ALLIANCE 536 E MICHIGAN AVENUE KALAMAZOO MI 49007 204969751 501(C)(3) 49045 HUMAN SERVICE-MULTIPURPOSE/OTHER VAN BUREN DISTRICT LIBRARY 200 PHELPS STREET DECATUR MI 49045 383007923 VAN BUREN DISTRICT L 20000 EDUCATION/INSTRUCTION VICKSBURG COMMUNITY SCHOOLS FOUNDATION 301 S KALAMAZOO AVE VICKSBURG MI 49097 382499765 501(C)(3) 47945 EDUCATION/INSTRUCTION VICKSBURG DISTRICT LIBRARY 215 SOUTH MICHIGAN AVENUE VICKSBURG MI 49097 383033354 VICKSBURG DISTRICT L 19854 COMMUNITY IMPROVEMENT/CAPACITY BLDG. VICKSBURG HISTORICAL SOCIETY 300 NORTH RICHARDSON STREET VICKSBURG MI 49097 382583018 501(C)(3) 17709 ARTS, CULTURE, HUMANITIES VILLAGE OF RICHLAND 8100 NORTH 32ND STREET RICHLAND MI 49083 381715181 VILLAGE OF RICHLAND 11200 COMMUNITY IMPROVEMENT/CAPACITY BLDG. VINE NEIGHBORHOOD ASSOCIATION 511 W VINE STREET KALAMAZOO MI 49008 382105275 501(C)(3) 7028 RECREATION, LEISURE & SPORTS, ATHLETICS VINE VENTURES INC 511 WEST VINE KALAMAZOO MI 49008 382763734 501(C)(3) 225611 HUMAN SERVICE-MULTIPURPOSE/OTHER WASHTENAW INTERMEDIATE SCHOOL DISTRICT 1819 SOUTH WAGNER RD ANN ARBOR MI 481061406 381717462 WASHTENAW INTERMEDIA 12000 EDUCATION/INSTRUCTION WEST MICHIGAN CANCER CENTER 200 NORTH PARK ST KALAMAZOO MI 49007 383061574 501(C)(3) 48775 HEALTH GENERAL & REHABILIATIVE WEST MICHIGAN GLASS ART CENTER 326 WEST KALAMAZOO AVENUE SUITE 100 100 KALAMAZOO MI 49007 050561644 501(C)(3) 8000 ARTS, CULTURE, HUMANITIES WESTERN MICHIGAN UNIVERSITY 1903 WEST MICHIGAN KALAMAZOO MI 490085078 386007327 501(C)(3) 217075 EDUCATION/INSTRUCTION WESTERN MICHIGAN UNIVERSITY FOUNDATION 1903 W MICHIGAN KALAMAZOO MI 490085403 382138856 501(C)(3) 84707 EDUCATION/INSTRUCTION WESTERN MICHIGAN UNIVERSITY SCHOOL OF MEDICINE 10000 OAKLAND DRIVE KALAMAZOO MI 49008 454135256 501(C)(3) 21250 EDUCATION/INSTRUCTION WILLISTON NORTHAMPTON SCHOOL 19 PAYSON AVE EASTHAMPTON MA 01027 041975990 501(C)(3) 10000 EDUCATION/INSTRUCTION YMCA OF GREATER KALAMAZOO 1001 WEST MAPLE STREET KALAMAZOO MI 49008 381360592 501(C)(3) 79135 YOUTH DEVELOPMENT YWCA OF KALAMAZOO 353 EAST MICHIGAN AVENUE KALAMAZOO MI 49007 381360598 501(C)(3) 209611 HUMAN SERVICE-MULTIPURPOSE/OTHER ZION LUTHERAN CHURCH HILLTOP PRESCHOOL 2122 BRONSON BLVD BLVD KALAMAZOO MI 49008 381557582 501(C)(3) 5600 EDUCATION/INSTRUCTION SCHOLARSHIP 363 1019045 N/A N/A AWARD FOR ACADEMIC EXCELLENCE 5 1250 N/A N/A PROFESSIONAL DEVELOPMENT 22 21539 N/A N/A EMERGENCY ASSISTANCE 8 8303 N/A N/A GRADUATE RESEARCH PROGRAM 2 3000 N/A N/A IMPROVE OR ENHANCE SKILLS FOR YOUTH 9 4070 N/A N.A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS FROM DONOR ADVISED AND DESIGNATED FUNDS: WE ENSURE THE GRANT IS MADE TO A QUALIFIED 501(C)(3) ORGANIZATION WHICH HAS THE CAPACITY TO ENSURE THE GRANT IS USED IN THE MANNER INTENDED. GRANTS FROM SCHOLARSHIP FUNDS: GRANTS ARE MADE PAYABLE TO THE COLLEGE OR UNIVERSITY WITH INSTRUCTIONS FOR THEIR USE INCLUDING THAT IT BE RETURNED IF CERTAIN CONDITIONS BY THE STUDENT ARE NOT MET. GRANTS FROM UNRESTRICTED FUNDS: GRANTS REQUIRE AN APPLICATION WHICH ARTICULATES THE GRANT PURPOSE AND THE OUTCOMES EXPECTED. A FOLLOW UP REPORT IS REQUIRED AT THE END OF THE PROJECT. 1 X X X X 0 0 0 0 0 0 0 0 0 CAROLYN PICKETT-ERWAY 160009 0 0 0 0 0 7574 0 2104 0 169687 0 0 0 X 36 1088123 EXCHANGE MEAN 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS BARBARA JAMES AND RONDA STRYKER ARE BOTH BOARD MEMBERS OF GREENLEAF TRUST. BOARD MEMBERS EILEEN WILSON OYLAREN, BARBARA JAMES, WILLIAM JOHNSTON (RONDA STRYKER'S HUSBAND) AND FRANK SARDONE ALL SERVE ON THE BOARD OF BRONSON HOSPITAL (OF WHICH MR. SARDONE IS ALSO PRESIDENT/CEO). BOARD MEMBERS STEPHEN JOHNSON, RONDA STRYKER AND EILEEN WILSON OYLAREN ALL SERVE ON THE BOARD OF KALAMAZOO COLLEGE (OF WHICH DR. WILSON OYLAREN ALSO THE PRESIDENT/CEO). FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 ELECTRONICALLY SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BOARD, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS AND STAFF MUST REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE CONCERNING COMPLIANCE ON AN ANNUAL BASIS. THOSE INDIVIDUALS WITH OVERSIGHT FOR COMPETITIVE GRANTS UPDATE THE QUESTIONNAIRE QUARTERLY. A CONFLICT OF INTEREST WITH RESPECT TO A POTENTIAL TRANSACTION IS REQUIRED TO BE DISCLOSED AND THE CONFLICTED BOARD MEMBER, COMMITTEE VOLUNTEER OR STAFF PERSON IS EXCLUDED FROM PARTICIPATING IN DISCUSSIONS, DELIBERATIONS AND DECISIONS CONCERNING THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO IS THE TOP MANAGEMENT OFFICIAL OF THE COMMUNITY FOUNDATION AND HIS/HER COMPENSATION PACKAGE IS REVIEWED AND DECIDED UPON ANNUALLY BY THE BOARD OF TRUSTEES, WHICH ACTS AS THE COMPENSATION COMMITTEE. AS PART OF THE PROCESS, THE BOARD REVIEWS HIS/HER PERFORMANCE FOR THE PREVIOUS 12 MONTHS. ANNUALLY, THROUGH THE USE OF VARIOUS SURVEYS, THE BOARD COMPARES THE PRESIDENT'S COMPENSATION TO THAT OF OTHERS IN SIMILAR POSITIONS. EVERY FEW YEARS, THE COMMUNITY FOUNDATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE SALARY RANGE FOR THE POSITION. USING THIS CONTEMPORANEOUS DATA, THE BOARD DETERMINES THE APPROPRIATE COMPENSATION PACKAGE FOR THE YEAR AND IT IS APPROVED IN EXECUTIVE SESSION IN ADVANCE OF PAYMENT. OFFICERS RECEIVE ANNUAL PERFORMANCE APPRAISALS FROM THEIR IMMEDIATE SUPERVISOR, THE PRESIDENT/CEO. SALARY ADJUSTMENTS FOR OFFICERS ARE APPROVED BY THE PRESIDENT/CEO AND ARE BASED ON MERIT AND WITHIN BUDGETARY GUIDELINES APPROVED BY THE BOARD OF TRUSTEES. EVERY FEW YEARS, THE COMMUNITY FOUNDATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE SALARY RANGE FOR THE POSITIONS. THE SALARY FOR THE CFO IS APPROVED BY THE BOARD OF TRUSTEES. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS 2011. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY,TAX RETURNS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIFE INSURANCE 20,842. CHANGE IN VALUE OF GIFT ANNUITIES -460,514. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. KALAMAZOO COMMUNITY FOUNDATION CHARITABLE TRUST PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386372488 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11D, III-O KALMAZOO COMMUNITY FOUNDATION 1 KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS INC 151 S ROSE STREET SUITE 332 KALAMAZOO MI 49007 383245468 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11A, I KALMAZOO COMMUNITY FOUNDATION 1 RHEA HUNTING TRUST FBO KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386739983 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 4947(A)(1) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION 1 CONSTANCE BROWN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386041534 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION 1 MILLIE K UPJOHN & MARY S KIRBY MEMORIAL TRUST PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386065409 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION 1 ELEANOR S PITKIN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386041533 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION 1 AGNES BARRETT TRUST FBO THE KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386041661 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION 1 PETER VAN HAFTEN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION 151 S ROSE STREET KALAMAZOO MI 49007 382870344 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11D, III-O KALMAZOO COMMUNITY FOUNDATION 1 PAULINE BUCKHOUT TRUST FBO KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386449256 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 4947(A)(1) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION 1 GEORGE STEERS TRUST FBO KALAMAZOO COMMUNITY FOUNDATION 151 S ROSE STREET KALAMAZOO MI 49007 386179967 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 11C, III-FI KALMAZOO COMMUNITY FOUNDATION 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RHEA HUNTING TRUST FBO KALAMAZOO COMMUNITY FOUNDATION C 43391 CASH CONSTANCE BROWN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION C 28988 CASH ELEANOR S PITKIN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION C 25086 CASH AGNES BARRETT TRUST FBO THE KALAMAZOO COMMUNITY FOUNDATION C 125772 CASH GEORGE STEERS TRUST FBO KALAMAZOO COMMUNITY FOUNDATION C 6018 CASH PAULINE BUCKHOUT TRUST FBO KALAMAZOO COMMUNITY FOUNDATION C 27881 CASH KALAMAZOO COMMUNITY FOUNDATION CHARITABLE TRUST C 171875 CASH MILLE K UPJOHN & MARY S KIRBY MEMORIAL TRUST C 21175 CASH PETER VAN HAFTEN FBO KALAMAZOO COMMUNITY FOUNDATION C 17407 CASH KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS INC D 4166756 LOAN BALANCE