Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
IRVING S GILMORE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)136 EAST MICHIGAN AVENUE STE 900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KALAMAZOO, MI49007
A Employer identification number

23-7236057
B Telephone number (see instructions)

(269) 342-6411
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$352,967,314J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 333,753 333,753  
4 Dividends and interest from securities... 7,823,024 8,739,659  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 18,752,120
b Gross sales price for all assets on line 6a 82,448,509
7 Capital gain net income (from Part IV, line 2)... 19,588,985
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,263 21,247  
12 Total. Add lines 1 through 11........ 26,937,160 28,683,644  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 696,904 49,444   647,460
14 Other employee salaries and wages...... 156,886 0   156,886
15 Pension plans, employee benefits....... 251,554 6,415   242,137
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,026 0   6,026
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34,890 17,445   17,245
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,786,006 1,766,374   19,415
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
419,314 106,124   47,421
19 Depreciation (attach schedule) and depletion... 5,558 333  
20 Occupancy.............. 80,862 4,852   70,511
21 Travel, conferences, and meetings....... 35,556 353   35,228
22 Printing and publications.......... 7,329 0   7,084
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
139,652 77,576   119,738
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,620,537 2,028,916   1,369,151
25 Contributions, gifts, grants paid....... 16,237,522 13,677,147
26 Total expenses and disbursements. Add lines 24 and 25 19,858,059 2,028,916   15,046,298
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,079,101
b Net investment income (if negative, enter -0-) 26,654,728
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 14,056 12,541 12,541
2 Savings and temporary cash investments......... 17,524,043 14,663,301 14,663,301
3 Accounts receivable right arrow567,320
Less: allowance for doubtful accounts right arrow   508,054 567,320 567,320
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 34,518 58,151 58,151
10a Investments—U.S. and state government obligations (attach schedule) 18,156,170 Click to see attachment
List of Attached Documents:
// Content
14,595,470 		14,595,470
b Investments—corporate stock (attach schedule)....... 164,064,629 Click to see attachment
List of Attached Documents:
// Content
180,404,361 		180,404,361
c Investments—corporate bonds (attach schedule)....... 35,287,897 Click to see attachment
List of Attached Documents:
// Content
36,890,282 		36,890,282
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 96,421,351 Click to see attachment
List of Attached Documents:
// Content
105,226,264 		105,226,264
14 Land, buildings, and equipment: basis right arrow1,024,404
Less: accumulated depreciation (attach schedule) right arrow989,149 30,813 35,255 35,255
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
586,173 		Click to see attachment
List of Attached Documents:
// Content
514,369 		Click to see attachment
List of Attached Documents:
// Content
514,369
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 332,627,704 352,967,314 352,967,314
Liabilities 17 Accounts payable and accrued expenses.......... 368,643 481,908
18 Grants payable................. 375,000 2,935,375
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,001,832 		Click to see attachment
List of Attached Documents:
// Content
539,319
23 Total liabilities (add lines 17 through 22)......... 1,745,475 3,956,602
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 330,882,229 349,010,712
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 330,882,229 349,010,712
30 Total liabilities and net assets/fund balances (see instructions). 332,627,704 352,967,314
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
330,882,229
2
Enter amount from Part I, line 27a .....................
2
7,079,101
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,049,382
4
Add lines 1, 2, and 3 ..........................
4
349,010,712
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
349,010,712
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SALES OF SECURITIES      
b SPRUCEGROVE K-1      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 82,448,509   63,696,389 18,752,120
b       836,865
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       18,752,120
b       836,865
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 19,588,985
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 370,501
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 370,501
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 370,501
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 252,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 252,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 118,501
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.ISGILMORE.ORG
14
The books are in care ofright arrowCAROL DUCK Telephone no.right arrow (269) 342-6411

Located atright arrow136 EAST MICHIGAN AVE SUITE 900KALAMAZOOMI ZIP+4right arrow49007
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
FL PARKS CHAIRMAN
25.00 		27,800 0 1,606
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
MG COLEMAN PRESIDENT
5.00 		30,000 0 0
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
JH MOORE 1ST VP
5.00 		28,600 0 0
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
CD WATTLES TREASURER
5.00 		28,400 0 0
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
RM BEAM SECRETARY
5.00 		29,100 0 0
136 E MICHIGAN AVE STE 900
KALAMAZZO,MI49007
RT EZELLE TRUSTEE
5.00 		27,900 0 0
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
RM HUGHEY JR EXEC VP/CEO
40.00 		245,997 52,064 1,606
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
CE DUCK VP-ADMIN
40.00 		148,572 44,848 1,606
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
CR SNAPP VP-PROGRAM
40.00 		130,535 57,215 1,606
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
K BRADY PROGRAM ASSOCIATE
40.00 		72,684 31,662 1,606
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
A PORTER EXECUTIVE ASSISTANT
40.00 		74,168 29,118 1,606
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
BURGUNDY ASSET MANAGEMENT LTD INVEST MGMT 367,191
181 BAY ST STE 4510 BAY WELLINGTON
TOWER BCE PLAC
TORONTO,ONTARIO  
CA
SANDS CAPITAL MANAGEMENT INVEST MGMT 322,313
1001 19TH ST N STE 1450
ARLINGTON,VA22209
RIVERBRIDGE PARTNERS LLC INVEST MGMT 264,967
80 SOUTH EIGHTH ST STE 120
MINNEAPOLIS,MN55402
PZENA INVESTMENT MANAGEMENT LLC INVEST MGMT 195,687
320 PARK AVE
NEW YORK,NY10022
LSV ASSET MANAGEMENT INVEST MGMT 181,644
8545 SOLUTION CENTER
CHICAGO,IL60677
Total number of others receiving over $50,000 for professional services.............right arrow10
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
325,781,654
b
Average of monthly cash balances.......................
1b
20,987,179
c
Fair market value of all other assets (see instructions)................
1c
35,255
d
Total (add lines 1a, b, and c).........................
1d
346,804,088
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
346,804,088
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,202,061
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
341,602,027
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
17,080,101
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
17,080,101
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
370,501
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
370,501
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
16,709,600
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
16,709,600
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
16,709,600
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
15,046,298
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
15,046,298
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 16,709,600
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 14,557,548
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 15,046,298
a Applied to 2023, but not more than line 2a 14,557,548
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 488,750
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		16,220,850
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SEE STATEMENT
136 E MICHIGAN AVE
KALAMAZOO,MI49007
(269) 342-6411
bThe form in which applications should be submitted and information and materials they should include:
SEE STATEMENT
cAny submission deadlines:
SEE STATEMENT
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE STATEMENT
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AACORN FARM INC

6409 S 34TH STREET
KALAMAZOO,MI490014141 		N/A PC OPERATIONAL SUPPORT 35,000

ACTION MATTERS

701 AMSTERDAM ST
KALAMAZOO,MI49007 		N/A PC PROGRAMMING 6,000

AFRICAN METHODIST EPISCOPAL CHURCH

804 W NORTH ST
KALAMAZOO,MI49007 		N/A PC YOUTH SUMMER MUSIC PROGRAMMING 10,000

ALANO CLUB OF KALAMAZOO INC

933 S BURDICK ST
KALAMAZOO,MI49001 		N/A PC CAPITAL IMPROVEMENT PROJECTS 25,000

ARC COMMUNITY ADVOCATES THE

814 S WESTNEDGE AVE
KALAMAZOO,MI49008 		N/A PC OPERATIONAL SUPPORT 35,000

ARC COMMUNITY ADVOCATES THE

814 S WESTNEDGE AVE
KALAMAZOO,MI49008 		N/A PC OPERATIONAL SUPPORT 25,000

ARTS COUNCIL OF GREATER KALAMAZOO

359 S KALAMAZOO MALL
KALAMAZOO,MI490074844 		N/A PC 2023 OPERATIONAL SUPPORT 25,000

ARTS COUNCIL OF GREATER KALAMAZOO

359 S KALAMAZOO MALL
KALAMAZOO,MI490074844 		N/A PC KALAMAZOO ARTISTIC DEVELOPMENT INITIATIVE 100,000

ARTS COUNCIL OF GREATER KALAMAZOO

359 S KALAMAZOO MALL
KALAMAZOO,MI490074844 		N/A PC "THEATRE KALAMAZOO" 12,378

ARTS COUNCIL OF GREATER KALAMAZOO

359 S KALAMAZOO MALL
KALAMAZOO,MI490074844 		N/A PC OPERATIONAL SUPPORT 300,000

ARTS COUNCIL OF GREATER KALAMAZOO

359 S KALAMAZOO MALL
KALAMAZOO,MI490081162 		N/A PC PROGRAMMING 214,000

ASK FAMILY SERVICES

445 W MICHIGAN AVE SUITE 102
KALAMAZOO,MI490073749 		N/A PC OPERATION SUPPORT 40,000

BALLET ARTS ENSEMBLE INC

2018 RAMBLING ROAD
KALAMAZOO,MI490081631 		N/A PC OPERATIONAL SUPPORT 10,000

BIG BROTHERS BIG SISTERS OF SOUTHWEST MICHIGAN

3501 COVINGTON RD
KALAMAZOO,MI49001 		N/A PC KALAMAZOO COUNTY PROGRAMMING SUPPORT 50,000

BIKE FRIENDLY KALAMAZOO

PO BOX 22
PORTAGE,MI490810022 		N/A PC OPERATION SUPPORT 5,000

BLACK ARTS & CULTURAL CENTER

359 S KALAMAZOO MALL SUITE 102
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 35,000

BLACK ARTS & CULTURAL CENTER

359 S KALAMAZOO MALL SUITE 102
KALAMAZOO,MI49007 		N/A PC 2023 OPERATIONAL SUPPORT 10,000

BOYS & GIRLS CLUBS OF GREATER KALAMAZOO INC

4000 PORTAGE ST
KALAMAZOO,MI49001 		N/A PC OPERATIONAL SUPPORT 75,000

BUILDING BLOCKS OF KALAMAZOO

1009 E STOCKBRIDGE AVE
KALAMAZOO,MI49001 		N/A PC OPERATIONAL SUPPORT 30,000

CALHOUN COUNTY GUARDIAN

693 CAPITAL AVE SW STE 3
BATTLE CREEK,MI49015 		N/A PC REBRANDING & WEBSITE REFRESH 12,000

CAN-DO KITCHEN

3501 LAKE STREET
KALAMAZOO,MI49001 		N/A PC OPERATIONAL SUPPORT 38,000

CENTER STAGE THEATRE INC

PO BOX 128
COMSTOCK,MI490410128 		N/A PC OPERATIONAL SUPPORT 10,000

CENTER STAGE THEATRE INC

PO BOX 128
COMSTOCK,MI490410128 		N/A PC STORAGE/PROP SHED CONSTRUCTION 53,000

CHEF AND COOKS ASSOCIATION OF KALAMAZOO BATTLE CREEK MICHIGAN INC

PO BOX 19645
KALAMAZOO,MI49019 		N/A PC CANADIANA FEST 9,500

CHEFF THERAPEUTIC RIDING CENTER

8452 N 43RD STREET
AUGUSTA,MI490129653 		N/A PC CAPITAL CAMPAIGN 260,000

CHEFF THERAPEUTIC RIDING CENTER

8452 N 43RD STREET
AUGUSTA,MI490129653 		N/A PC OPERATIONAL SUPPORT 25,000

COMMUNITY AIDS RESOURCE & EDUCATION SERVICES OF SOUTHWEST MICHIGAN

629 PIONEER ST
KALAMAZOO,MI49008 		N/A PC KALAMAZOO COUNTY OPERATIONAL SUPPORT 65,000

COMMUNITIES IN SCHOOLS OF KALAMAZOO

180 E WATER STREET SUITE 2000
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 100,000

COMMUNITY HEALING CENTERS

2615 STADIUM DRIVE
KALAMAZOO,MI490081654 		N/A PC COMING TOGETHER CONFERENCE 8,500

COMMUNITY HEALING CENTERS

2615 STADIUM DRIVE
KALAMAZOO,MI490081654 		N/A PC S.T.R.E.E.T. AND "GIRLS OF THE HEART" PROGRAMS 50,000

COMMUNITY HOMEWORKS

810 BRYANT ST
KALAMAZOO,MI49001 		N/A PC OPERATIONAL SUPPORT 25,000

COMMUNITY OUTREACH AND PREVENTION NETWORK

6384 WILLOW BROOK DR
KALAMAZOO,MI49048 		N/A PC OPERATION SUPPORT 23,000

COUNCIL OF MICHIGAN FOUNDATIONS

125 OTTAWA AVE SUITE 437
GRAND RAPIDS,MI49503 		N/A PC OPERATIONAL SUPPORT (MEMBERSHIP RENEWAL) 17,000

CRESCENDO ACADEMY OF MUSIC INC

359 S KALAMAZOO MALL STE 12
KALAMAZOO,MI490074848 		N/A PC OPERATIONAL SUPPORT 45,000

CRESCENDO ACADEMY OF MUSIC INC

359 S KALAMAZOO MALL STE 12
KALAMAZOO,MI490074848 		N/A PC MARVELOUS MUSIC PROGRAM 25,000

CITIZENS RESEARCH COUNCIL OF MICHIGAN INC

38777 SIX MILE ROAD SUITE 208
LIVONIA,MI48152 		N/A PC RESEARCH OPERATIONS RELATIVE TO KALAMAZOO COUNTY 7,000

COMSTOCK PUBLIC SCHOOLS

3010 GULL ROAD
KALAMAZOO,MI49048 		N/A PC SOUND BOARD REPLACEMENT 30,000

CONFIDENT SOLE

4000 PORTAGE ST SUITE 103
KALAMAZOO,MI49001 		N/A PC LEADERS IN TRAINING PROGRAMMING 8,000

CORNERSTONE UNIVERSITY

1001 EAST BELTLINE AVENUE NE
GRAND RAPIDS,MI49525 		N/A PC MATCHING 100

CORNERSTONE UNIVERSITY

1001 EAST BELTLINE AVENUE NE
GRAND RAPIDS,MI49525 		N/A PC MATCHING 200

DOUGLASS COMMUNITY ASSOCIATION

1000 W PATERSON ST
KALAMAZOO,MI49007 		N/A PC FORMER LIBRARY SPACE RENOVATION 537,100

DOUGLASS COMMUNITY ASSOCIATION

1000 W PATERSON ST
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 65,000

DISABILITY NETWORK SOUTHWEST MICHIGAN

517 E CROSSTOWN PARKWAY
KALAMAZOO,MI49001 		N/A PC KALAMAZOO COUNTY INDEPENDENT LIVING PROGRAM 25,000

ECUMENICAL SENIOR CENTER

702 N BURDICK ST
KALAMAZOO,MI490073459 		N/A PC CAPITAL CAMPAIGN 25,000

ECUMENICAL SENIOR CENTER

702 N BURDICK ST
KALAMAZOO,MI490073459 		N/A PC OPERATIONAL SUPPORT 40,000

EVERSIGHT

3985 RESEARCH PARK DR
ANN ARBOR,MI48108 		N/A PC GIFT OF SIGHT PROGRAM (KALAMAZOO COUNTY RESIDENTS ONLY) 5,000

EDISON NEIGHBORHOOD ASSOCIATION INC

816 WASHINGTON AVE
KALAMAZOO,MI490013058 		N/A PC PROGRAM SUPPORT 15,000

EDISON NEIGHBORHOOD ASSOCIATION INC

816 WASHINGTON AVE
KALAMAZOO,MI490013058 		N/A PC THE CLOVER ROOM 4,000

FAMILY & CHILDREN SERVICES INC

1608 LAKE STREET
KALAMAZOO,MI490013170 		N/A PC WORKFORCE DEVELOPMENT/INTERNSHIP PROGRAM (OVER 2 YEARS) 200,000

FAMILY & CHILDREN SERVICES INC

1608 LAKE STREET
KALAMAZOO,MI490013170 		N/A PC MATCHING 100

FAMILY HEALTH CENTER INC

1308 N BURDICK ST
KALAMAZOO,MI49007 		N/A PC "BACK TO SCHOOL BASH" PROGRAM 5,000

FAMILY HEALTH CENTER INC

1308 N BURDICK ST
KALAMAZOO,MI49007 		N/A PC SECURITY UPGRADES - PATTERSON CAMPUS 300,000

FARMERS ALLEY THEATRE INC

221 FARMERS ALLEY
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 25,000

FARMERS ALLEY THEATRE INC

221 FARMERS ALLEY
KALAMAZOO,MI49007 		N/A PC EQUIPMENT UPDATES 28,000

FACE OFF THEATRE

359 S KALAMAZOO MALL
KALAMAZOO,MI49008 		N/A PC OPERATIONAL SUPPORT 35,000

FIRST CONGREGATIONAL CHURCH

345 WEST MICHIGAN AVE
KALAMAZOO,MI49007 		N/A PC COMMUNITY OUTREACH PROGRAMS 35,000

FIRST CONGREGATIONAL CHURCH

345 WEST MICHIGAN AVE
KALAMAZOO,MI49007 		N/A PC DROP-IN CHILD CARE CENTER 9,900

FIRST DAY SHOE FUND

5416 MEREDITH ST
PORTAGE,MI490022104 		N/A PC OPERATIONAL SUPPORT 20,000

FIRST PRESBYTERIAN CHURCH

321 WEST SOUTH STREET
KALAMAZOO,MI49007 		N/A PC MATCHING 6,000

FONTANA CHAMBER ARTS

359 S KALAMAZOO MALL
KALAMAZOO,MI490074844 		N/A PC OPERATIONAL SUPPORT 95,200

FATHERS AGAINST DISTRACTED DRIVING INC

6544 CYPRESS ST
PORTAGE,MI49024 		N/A PC OPERATIONAL SUPPORT 2,000

FRIENDSHIP HOUSE

9540 CONANT ST
HAMTRAMCK,MI48212 		N/A PC CHRISTIAN RESOURCE CENTER EMERGENCY NEEDS FUND 30,000

FRIENDS WITH DISABILITIES

151 S ROSE ST SUITE 102
KALAMAZOO,MI49007 		N/A PC PROGRAMMING 5,000

GIRL SCOUTS HEART OF MICHIGAN

601 W MAPLE ST
KALAMAZOO,MI49008 		N/A PC HAZARD TREE PROJECT 100,000

GLASS ART KALAMAZOO INC

326 W KALAMAZOO AVE SUITE 100
KALAMAZOO,MI490070000 		N/A PC 20TH ANNIVERSARY CAMPAIGN MATCH 5,865

GLASS ART KALAMAZOO INC

326 W KALAMAZOO AVE SUITE 100
KALAMAZOO,MI490070000 		N/A PC EQUIPMENT - HOT SHOP EXPANSION 35,000

GLASS ART KALAMAZOO INC

326 W KALAMAZOO AVE SUITE 100
KALAMAZOO,MI490070000 		N/A PC OPERATIONAL SUPPORT 80,000

GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC

420 E ALCOTT STREET
KALAMAZOO,MI49001 		N/A PC GET HELP/NAVIGATION SERVICES GAP FUNDS 15,000

GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN INC

420 E ALCOTT STREET
KALAMAZOO,MI49001 		N/A PC 2024-2026 KALAMAZOO COUNTY LIFE GUIDE PROGRAM (3 YR) 120,000

GRAND VALLEY UNIVERSITY FOUNDATION

PO BOX 1945
GRAND RAPIDS,MI495011945 		N/A PC MATCHING 120

GRAND VALLEY UNIVERSITY FOUNDATION

PO BOX 1945
GRAND RAPIDS,MI495011945 		N/A PC MATCHING 120

GRAND VALLEY UNIVERSITY FOUNDATION

PO BOX 1945
GRAND RAPIDS,MI495011946 		N/A PC WGVU'S "KALAMAZOO LIVELY ARTS" PRODUCTION 83,000

GRAND VALLEY UNIVERSITY FOUNDATION

PO BOX 1945
GRAND RAPIDS,MI495011945 		N/A PC UNDERWRITING OF WGVU'S "GREAT PERFORMANCES" SERIES 7,500

GIRLS ON THE RUN OF GREATER KALAMAZOO

3901 EMERALD DR SUITE E
KALAMAZOO,MI49001 		N/A PC OPERATIONAL SUPPORT 20,000

GIRLS ON THE RUN OF GREATER KALAMAZOO

3901 EMERALD DR SUITE E
KALAMAZOO,MI49001 		N/A PC OPERATIONAL SUPPORT 10,000

GRYPHON PLACE

PO BOX 378
PORTAGE,MI49081 		N/A PC KALAMAZOO COMMUNITY INFORMATION EXCHANGE 100,000

GRYPHON PLACE

PO BOX 378
PORTAGE,MI49081 		N/A PC VOLUNTEER SERVICES PROGRAM 25,000

HELEN L FOX GOSPEL MUSIC CENTER

1000 W PATERSON STREET
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 15,000

HISPANIC AMERICAN COUNCIL INCORPORATED

930 LAKE ST A
KALAMAZOO,MI490013097 		N/A PC FOLKLORIC DANCE GROUP PROGRAMMING 7,500

HOUSING RESOURCES INC

420 E ALCOTT ST STE 200
KALAMAZOO,MI490016152 		N/A PC OPERATIONAL SUPPORT 75,000

INTERFAITH STRATEGY FOR ADVOCACY AND ACTION IN THE COMMUNITY

247 W LOVELL ST
KALAMAZOO,MI490075207 		N/A PC OPERATIONAL SUPPORT 25,000

IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL

359 S KALAMAZOO MALL SUITE 101
KALAMAZOO,MI490074843 		N/A PC PIANO PURCHASE 326,000

IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL

359 S KALAMAZOO MALL STE 101
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 900,000

JULIUS & ESTHER STULBERG COMPETITION INC

359 S KALAMAZOO MALL SUITE 14
KALAMAZOO,MI490074842 		N/A PC OPERATIONAL SUPPORT 25,000

JUNIOR ACHIEVEMENT OF SOUTHWEST MICHIGAN

2785 W DICKMAN RDSTE C
BATTLE CREEK,MI49037 		N/A PC KALAMAZOO COUNTY PROGRAMS/OPERATIONAL SUPPORT 30,000

KAIROS DWELLING

2945 GULL ROAD
KALAMAZOO,MI49048 		N/A PC CAPITAL IMPROVEMENTS 100,000

KAIROS DWELLING

2945 GULL ROAD
KALAMAZOO,MI49049 		N/A PC OPERATIONAL SUPPORT 25,000

KALAMAZOO AVIATION HISTORY MUSEUM

6151 PORTAGE ROAD
PORTAGE,MI49024 		N/A PC STRATEGIC MASTER PLAN FOR "AIR ZOO 3.0" 200,000

KALAMAZOO BOOK ARTS CENTER

326 W KALAMAZOO AVENUE STE 422
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 50,000

KALAMAZOO CENTER FOR YOUTH & COMMUNITY

PO BOX 50227
KALAMAZOO,MI490051693 		N/A PC PROGRAMMING 110,000

KALAMAZOO CHILDRENS CHORUS

PO BOX 50414
KALAMAZOO,MI490050414 		N/A PC OPERATIONAL SUPPORT 22,000

KALAMAZOO CIVIC THEATRE

329 S PARK STREET
KALAMAZOO,MI490075101 		N/A PC OPERATIONAL SUPPORT 175,000

KALAMAZOO COMMUNITY FOUNDATION

402 E MICHIGAN AVE
KALAMAZOO,MI490073888 		N/A PC WATTLES/WILLEY FAMILY FUND 10,000

KALAMAZOO COMMUNITY FOUNDATION

402 E MICHIGAN AVE
KALAMAZOO,MI490073888 		N/A PC GRANTMAKING/DONOR SOFTWARE UPGRADES 300,000

KALAMAZOO COMMUNITY FOUNDATION

402 E MICHIGAN AVE
KALAMAZOO,MI490073888 		N/A PC BEAM READING FUND 1,500

KALAMAZOO CONCERT BAND ASSOCIATION

PO BOX 20060
KALAMAZOO,MI490191060 		N/A PC 2023-24 ADMINISTRATIVE SUPPORT 4,000

KALAMAZOO CONCERT BAND ASSOCIATION

PO BOX 20060
KALAMAZOO,MI490191060 		N/A PC 2024 HOLIDAY CONCERT 30,000

KALAMAZOO CONCERT BAND ASSOCIATION

PO BOX 20060
KALAMAZOO,MI490191060 		N/A PC ADMINISTRATIVE SUPPORT 10,000

KALAMAZOO COLLEGE

1200 ACADEMY STREET
KALAMAZOO,MI49006 		N/A PC LIGHT FINE ARTS BOILER REPLACEMENT 400,000

KALAMAZOO COUNTY HUMANE SOCIETY

2272 RIVER ST
KALAMAZOO,MI49001 		N/A PC MATCHING 100

KALAMAZOO COUNTY JUVENILE HOME FOUNDATION

1424 GULL ROAD
KALAMAZOO,MI490481605 		N/A PC MUSIC THERAPY PROGRAM 15,000

KALAMAZOO CULTURAL CENTER

359 S KALAMAZOO MALL
KALAMAZOO,MI490074844 		N/A PC OPERATIONAL SUPPORT 23,000

KALAMAZOO CULTURAL CENTER

359 S KALAMAZOO MALL
KALAMAZOO,MI490074844 		N/A PC PHASE II EPIC CENTER CAPITAL IMPROVEMENTS DESIGN 48,640

KALAMAZOO EXPERIENTIAL LEARNING CENTER

1417 S BURDICK ST
KALAMAZOO,MI49001 		N/A PC OPERATIONAL/PROGRAM SUPPORT 62,000

KALAMAZOO COUNTY READY 4S

241 E MICHIGAN AVE SUITE 135
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 100,000

KALAMAZOO IN BLOOM INC

PO BOX 20178
KALAMAZOO,MI490191178 		N/A PC 40TH ANNIVERSARY ACTIVITIES 4,000

KALAMAZOO IN BLOOM INC

PO BOX 20178
KALAMAZOO,MI490191178 		N/A PC OPERATIONAL SUPPORT 6,500

KALAMAZOO INSTITUTE OF ARTS

314 S PARK ST
KALAMAZOO,MI49007 		N/A PC OPERATIONS & 100TH ANNIVERSARY 125,000

KALAMAZOO JUNIOR SYMPHONY SOCIETY

714 S WESTNEDGE AVE
KALAMAZOO,MI490075058 		N/A PC OPERATIONAL SUPPORT 27,000

KALAMAZOO HOUSING ADVOCATES

821 W SOUTH ST D
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 25,000

KALAMAZOO LITERACY COUNCIL

420 E ALCOTT STREET SUITE 400
KALAMAZOO,MI49001 		N/A PC 2023 OPERATIONAL SUPPORT 20,000

KALAMAZOO LITERACY COUNCIL

420 E ALCOTT STREET SUITE 400
KALAMAZOO,MI49001 		N/A PC 50TH ANNIVERSARY ALBERT WHITE LITERACY TRAIL PROJECT 8,500

KALAMAZOO LITERACY COUNCIL

420 E ALCOTT STREET SUITE 400
KALAMAZOO,MI49001 		N/A PC OPERATIONAL SUPPORT 50,000

KALAMAZOO LOAVES & FISHES

900 PORTAGE ST
KALAMAZOO,MI490013004 		N/A PC GROCERY PANTRY PROGRAM 150,000

KALAMAZOO LOAVES & FISHES

901 PORTAGE ST
KALAMAZOO,MI490013005 		N/A PC STRATEGIC PLANNING 21,000

KALAMAZOO MALE CHORUS

5326 HARBORVIEW PATH
KALAMAZOO,MI49009 		N/A PC OPERATIONAL SUPPORT 10,000

KALAMAZOO NEIGHBORHOOD HOUSING SERVICES INC

1219 S PARK ST
KALAMAZOO,MI490015607 		N/A PC HOME OWNERSHIP CENTER PROGRAM 30,000

KALAMAZOO NONPROFIT ADVOCACY COALITION

315 W MICHIGAN AVE
KALAMAZOO,MI490073736 		N/A PC CAPACITY BUILDING 50,000

KALAMAZOO POETRY FESTIVAL

PO BOX 19621
KALAMAZOO,MI490190621 		N/A PC OPERATIONAL SUPPORT 15,000

KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY

1819 E MILHAM AVE
PORTAGE,MI49002 		N/A GOV WOODSEDGE MUSIC THERAPY PROGRAM (3 YEARS) 105,000

KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY

1819 E MILHAM AVE
PORTAGE,MI49002 		N/A GOV EFA OPERATIONAL SUPPORT 670,000

KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY

1819 E MILHAM AVE
PORTAGE,MI49002 		N/A GOV EFA STUDENT ARTS SCHOLARSHIPS 125,000

KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY

1820 E MILHAM AVE
PORTAGE,MI49003 		N/A GOV EFA-STUDENT ARTISTIC EQUIPMENT PROGRAM 30,000

KALAMAZOO RINGERS INC

PO BOX 19182
KALAMAZOO,MI49019 		N/A PC PROGRAMMING 7,700

KALAMAZOO SCOTTISH FESTIVAL ASSOCIATION

PO BOX 511
OSHTEMO,MI49077 		N/A PC ANNUAL FESTIVAL & HIGHLAND GAMES 3,000

KALAMAZOO SYMPHONY ORCHESTRA

359 S KALAMAZOO MALL STE 100
KALAMAZOO,MI490074843 		N/A PC "KALAMAZOO KIDS IN TUNE AND ORCHESTRA ROUH" AFTERSCHOOL PROGRAMS 70,000

KALAMAZOO SYMPHONY ORCHESTRA

359 S KALAMAZOO MALL STE 100
KALAMAZOO,MI490074843 		N/A PC OPERATIONAL SUPPORT 200,000

KALAMAZOO SYMPHONY ORCHESTRA

359 S KALAMAZOO MALL STE 100
KALAMAZOO,MI490074843 		N/A PC SHEET MUSIC ARCHIVAL EQUIPMENT 72,000

KALAMAZOO VALLEY HABITAT FOR HUMANITY INC

1126 GULL ROAD
KALAMAZOO,MI490481726 		N/A PC KALAMAZOO COUNTY OPERATIONS 40,000

KALAMAZOO VALLEY BLUES ASSOCIATION

645 2ND ST
KALAMAZOO,MI49047 		N/A PC THE KALAMAZOO BLUES FESTIVAL 4,000

KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION

6767 WEST O AVENUE
KALAMAZOO,MI49009 		N/A PC INDUSTRIAL TRADES COMPLEX RENOVATION AND EXPANSION 1,700,000

KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION

6767 WEST O AVENUE
KALAMAZOO,MI49009 		N/A PC FEASIBILITY STUDY 35,000

KALAMAZOO YOUTH DEVELOPMENT NETWORK

PO BOX 51221
KALAMAZOO,MI49005 		N/A PC KALAMAZOO COUNTY OPERATIONAL SUPPORT 150,000

KALAMAZOO CITY OF

241 W SOUTH STREET
KALAMAZOO,MI490074796 		N/A GOV HOLIDAY EVENTS 80,000

KALAMAZOO CITY OF

241 W SOUTH STREET
KALAMAZOO,MI490074796 		N/A GOV KDPS CRIME ANALYST POSITION 98,000

LENDING HANDS OF MICHIGAN

4570 COMMERCIAL AVE SUITE E
PORTAGE,MI49002 		N/A PC OPERATIONAL SUPPORT 20,000

FRIENDSHIP VILLAGE

1400 N DRAKE RD
KALAMAZOO,MI490061978 		N/A PC MATCHING 500

FRIENDSHIP VILLAGE

1400 N DRAKE RD
KALAMAZOO,MI490061978 		N/A PC MATCHING 250

FRIENDSHIP VILLAGE

1400 N DRAKE RD
KALAMAZOO,MI490061978 		N/A PC MATCHING 1,000

FRIENDSHIP VILLAGE

1400 N DRAKE RD
KALAMAZOO,MI490061978 		N/A PC MATCHING 250

MEN OF PURPOSE INCORPORATED

114 W ALLEN ST
KALAMAZOO,MI49004 		N/A PC OPERATIONAL SUPPORT 25,000

MICHIGAN BLIND ATHLETIC ASSOCIATION

1903 W MICHIGAN AVE MAILSTOP 5218
KALAMAZOO,MI49008 		N/A PC KALAMAZOO COUNTY OPERATIONAL SUPPORT 15,000

MICHIGAN BACH COLLEGIUM

310 E MICHIGAN UNIT 50862
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 10,000

MICHIGAN FESTIVAL OF SACRED MUSIC

PO BOX 50566
KALAMAZOO,MI490050566 		N/A PC OPERATIONAL SUPPORT 30,000

MICHIGAN STATE TROOPERS ASSISTANCE FUND

1715 ABBEY RD STE B
EAST LANSING,MI48823 		N/A PC MATCHING 624

MICHIGAN STATE UNIVERSITY

426 AUDITORIUM ROAD
EAST LANSING,MI488242600 		N/A GOV RXKIDS KALAMAZOO - KALAMAZOO COUNTY DIRECT PAYMENTS ONLY 250,000

MILWOOD UNITED METHODIST CHURCH

3919 PORTAGE ROAD
KALAMAZOO,MI49001 		N/A PC FINE ARTS SERIES 1,700

MINISTRY WITH COMMUNITY INC

500 NORTH EDWARDS STREET
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 75,000

NORTHSIDE ASSOCIATION FOR COMMUNITY DEVELOPMENT

612 N PARK ST A
KALAMAZOO,MI49007 		N/A PC LEGAL AND FINANCIAL/FORENSIC ACCOUNTING NEEDS 10,000

NEW YEAR'S FEST OF KALAMAZOO INC

1417 S BURDICK ST
KALAMAZOO,MI49001 		N/A PC FESTIVAL OPERATIONS 35,000

OPEN DOORS KALAMAZOO

1141 S ROSE STREET SUITE B
KALAMAZOO,MI49001 		N/A PC OPERATIONAL SUPPORT 35,000

OPEN DOORS KALAMAZOO

1141 S ROSE STREET SUITE B
KALAMAZOO,MI49001 		N/A PC 2023 OPERATIONAL SUPPORT 10,000

OPEN ROADS BIKE PROGRAM

1523 RIVERVIEW DR SUITE B
KALAMAZOO,MI490041057 		N/A PC FEASIBILITY STUDY 10,000

OPEN ROADS BIKE PROGRAM

1523 RIVERVIEW DR SUITE B
KALAMAZOO,MI490041057 		N/A PC OPERATIONAL SUPPORT 30,000

PARCHMENT CITY OF

650 S RIVERVIEW DR
PARCHMENT,MI49004 		N/A GOV KINDLEBERGER SUMMER ARTS PROGRAM 30,000

PLANNED PARENTHOOD OF MICHIGAN

PO BOX 3673
ANN ARBOR,MI48106 		N/A PC KALAMAZOO COUNTY EDUCATION AND OUTREACH PROGRAMS 20,000

PORTAGE COMMUNITY OUTREACH CENTER INC

325 E CENTRE AVE
PORTAGE,MI490025512 		N/A PC PORTAGE COMMUNITY CENTER YOUTH PROGRAMS 7,500

PRETTY LAKE VACATION CAMP

9123 W Q AVE
MATTAWAN,MI49071 		N/A PC MATCHING 300

PRETTY LAKE VACATION CAMP

9123 W Q AVE
MATTAWAN,MI49071 		N/A PC SUMMER CAMP CABIN REPLACEMENT 250,000

PORTAGE CITY OF

7900 S WESTNEDGE AVENUE
PORTAGE,MI49002 		N/A GOV THE HEART OF PORTAGE 20,000

PREVENTION WORKS OF SOUTHWEST MICHIGAN INC

309 N BURDICK ST
KALAMAZOO,MI49007 		N/A PC HUBONE GENERAL OPERATIONS 200,000

PREVENTION WORKS OF SOUTHWEST MICHIGAN INC

309 N BURDICK ST
KALAMAZOO,MI49007 		N/A PC KALAMAZOO COUNTY PROGRAMS AND SERVICES 75,000

PUBLIC MEDIA NETWORK

359 S KALAMAZOO MALL SUITE 300
KALAMAZOO,MI49007 		N/A PC ALL EARS THEATRE 38,000

PUBLIC MEDIA NETWORK

359 S KALAMAZOO MALL SUITE 300
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 75,000

PUBLIC MEDIA NETWORK

359 KALAMAZOO MALL SUITE 300
KALAMAZOO,MI49007 		N/A PC SW MI JOURNALISM COLLABORATIVE (FISCAL SPONSOR) 25,000

QUEER THEATRE INC

315 W MICHIGAN AVE
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 7,000

QUENCHED MINISTRIES

3515 W MICHIGAN AVE
BATTLE CREEK,MI49017 		N/A PC MATCHING 500

READ AND WRITE KALAMAZOO

802 S WESTNEDGE AVE
KALAMAZOO,MI490081162 		N/A PC OPERATION SUPPORT 20,000

RENAISSANCE ENTERPRISES COMPANY

901 LAY BLVD
KALAMAZOO,MI490013898 		N/A PC KALAMAZOO COUNTY PROGRAMMING 40,000

RESIDENTIAL OPPORTUNITIES INCORPORATED

1100 SOUTH ROSE STREET
KALAMAZOO,MI490012664 		N/A PC AFFORDABLE HOUSING PROGRAM 50,000

RESIDENTIAL OPPORTUNITIES INCORPORATED

1100 SOUTH ROSE STREET
KALAMAZOO,MI490012664 		N/A PC REPRESENTATIVE PAYEE SERVICES 15,000

RICHLAND AREA COMMUNITY CENTER

9400 E CD AVE
RICHLAND,MI49083 		N/A PC PROGRAMMING 9,500

ROOTEAD ENRICHMENT CENTER

505 E KALAMAZOO AVE SUITE 3
KALAMAZOO,MI49007 		N/A PC YOUTH PROGRAMMING 30,000

SENIOR SERVICES INC

918 JASPER STREET
KALAMAZOO,MI490012853 		N/A PC MATCHING 100

SHARE

471 W SOUTH ST
KALAMAZOO,MI49007 		N/A PC GENERAL OPERATIONS 4,840

SOUTHWEST MICHIGAN FIRST CORPORATION

PO BOX 50827
KALAMAZOO,MI490050827 		N/A PC OPERATIONAL SUPPORT 350,000

SPEAK IT FORWARD INC

617 DOUGLAS AVE SUITE 1
KALAMAZOO,MI490073109 		N/A PC KALAMAZOO COUNTY OPERATIONS 35,000

SPECIALIZED LANGUAGE DEVELOPMENT CENTER

5250 LOVERS LANE SUITE LL100
KALAMAZOO,MI490021580 		N/A PC KALAMAZOO COUNTY PROGRAMMING 25,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL INC

262 DANNY THOMAS PI
MEMPHIS,TN38105 		N/A PC MATCHING 100

ST LUKES EPISCOPAL CHURCH

247 W LOVELL ST
KALAMAZOO,MI490075207 		N/A PC MATCHING 5,000

ST LUKES EPISCOPAL CHURCH

247 W LOVELL ST
KALAMAZOO,MI490075207 		N/A PC PARTNERS IN TRANSITION OUTREACH MINISTRY 15,000

SUZUKI MUSIC ACADEMY OF KALAMAZOO

6376 QUAIL RUN DRIVE
KALAMAZOO,MI49009 		N/A PC OPERATIONAL SUPPORT 10,000

SUZUKI MUSIC ACADEMY OF KALAMAZOO

6376 QUAIL RUN DRIVE
KALAMAZOO,MI49009 		N/A PC ORCHESTRA JAMMBO'LAYA 8,000

SYNERGY HEALTH CENTER

625 HARRISON ST
KALAMAZOO,MI49007 		N/A PC URBAN ZONE PROGRAMMING 25,000

TOWNSHIP OF COMSTOCK

5858 KING HWY
KALAMAZOO,MI49048 		N/A GOV HOLIDAY TREE EVENT 6,000

TIDES CENTER

1012 TORNEY AVENUE
SAN FRANCISCO,CA94129 		N/A PC MICHIGAN TRANSFORMATION COLLECTIVE: COMMUNITY VIOLENCE INTERVENTION KVCC TRAINING 40,000

UNITED WAY OF SOUTH CENTRAL MICHIGAN

709 SOUTH WESTNEDGE AVE
KALAMAZOO,MI49007 		N/A PC ANNUAL CAMPAIGN 65,000

UNITED WAY OF SOUTH CENTRAL MICHIGAN

709 SOUTH WESTNEDGE AVE
KALAMAZOO,MI49007 		N/A PC LEADERSHIP CHALLENGE 50,000

UNITED WAY OF SOUTH CENTRAL MICHIGAN

709 SOUTH WESTNEDGE AVE
KALAMAZOO,MI49007 		N/A PC DISASTER RELIEF FUND 100,000

URBAN ALLIANCE

1009 E STOCKBRIDGE AVE SUITE 100
KALAMAZOO,MI490013811 		N/A PC BUILDING RENOVATIONS 100,120

URBAN ALLIANCE

1010 E STOCKBRIDGE AVE SUITE 100
KALAMAZOO,MI490013812 		N/A PC OPERATIONAL SUPPORT 50,000

VICKSBURG CULTURAL ARTS CENTER

PO BOX 209
VICKSBURG,MI49097 		N/A PC OPERATIONAL SUPPORT 20,000

VICKSBURG HISTORICAL SOCIETY

300 N RICHARDSON ST
VICKSBURG,MI49097 		N/A PC SUMMER YOUTH HISTORY CAMP 2,000

VINE NEIGHBORHOOD ASSOCIATION INC

806 SOUTH WESTNEDGE AVE
KALAMAZOO,MI49008 		N/A PC SOUNDS OF THE ZOO 5,000

WELLSPRINGCORI TERRY & DANCERS

359 S BURDICK ST SUITE 204
KALAMAZOO,MI49007 		N/A PC 2023 OPERATIONAL SUPPORT 25,000

WELLSPRINGCORI TERRY & DANCERS

359 S BURDICK ST SUITE 204
KALAMAZOO,MI49007 		N/A PC OPERATIONAL SUPPORT 50,000

WEST MICHIGAN CANCER CENTER

200 NORTH PARK
KALAMAZOO,MI490073731 		N/A PC PATIENT CARE SERVICES AND SURVIVORSHIP PROGRAM 15,000

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A PC MATCHING 120

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A PC MATCHING 250

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A PC MATCHING 250

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A PC MATCHING 750

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A PC MATCHING 120

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A PC WMUK EXPANDED ARTS KALAMAZOO 23,000

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A PC WMUK UNDERWRITING 30,000

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A PC MATCHING 250

WOUNDED WARRIOR PROJECT INC

4899 BELFORT ROAD SUITE 300
JACKSONVILLE,FL32256 		N/A PC MATCHING 100

YOUNG KINGS AND QUEENS INC

1021 NORTH ROSE STREET
KALAMAZOO,MI49007 		N/A PC PROGRAMMING 15,000

YOUNG WOMENS CHRISTIAN ASSOC OF KALAMAZOO

353 E MICHIGAN AVENUE
KALAMAZOO,MI490073844 		N/A PC "YWCA DREAMERY" EARLY LEARNING AND CHILDCARE PROGRAM 40,000

YOUNG WOMENS CHRISTIAN ASSOC OF KALAMAZOO

353 E MICHIGAN AVENUE
KALAMAZOO,MI490073844 		N/A PC CRADLE KALAMAZOO-WOMEN AND INFANT SUPPORT FOR HEALTH (WISH) 100,000
Total .................................right arrow 3a 13,677,147
bApproved for future payment

BUREAU OF SERVICES FOR BLIND PERSONS
201 N WASHINGTON SQUARE 2
LANSING,MI48933 		N/A PC ROOF REPLACEMENT FOR BUREAU OF BLIND SERVICES TRAINING CENTER 500,000

CENTER FOR TRANSFORMATION
5047 W MAIN STREET 211
KALAMAZOO,MI49009 		N/A PC OPERATIONAL SUPPORT 10,000

FIRE HISTORICAL AND CULTURAL ARTS COLLABORATIVE
1249 PORTAGE ST
KALAMAZOO,MI49001 		N/A PC OPERATIONAL SUPPORT 10,000

FRIENDS OF THE KALAMAZOO PUBLIC LIBRARY AND MUSEUM
315 S ROSE STREET
KALAMAZOO,MI49001 		N/A PC MARKETING & EQUIPMENT PROJECTS 9,700

KALAMAZOO CHORAL ARTS
1200 ACADEMY STREET
KALAMAZOO,MI49006 		N/A PC TECHNICAL ASSISTANCE - LEADERSHIP TRANSITION 4,300

KALAMAZOO MALE CHORUS
5326 HARBORVIEW PATH
KALAMAZOO,MI49009 		N/A PC "CHRISTMAS IN KALAMAZOO" CONCERT 1,375

KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION
6767 WEST O AVENUE
KALAMAZOO,MI49009 		N/A PC INDUSTRIAL TRADES COMPLEX RENOVATION AND EXPANSION 2,300,000

PREVENTION WORKS OF SOUTHWEST MICHIGAN INC
309 N BURDICK ST
KALAMAZOO,MI49007 		N/A PC HUBONE GENERAL OPERATIONS 100,000
Total ................................. right arrow 3b 2,935,375
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 333,753  
4 Dividends and interest from securities ....     14 7,823,024  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     18 28,263  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 18,752,120  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 26,937,160 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
26,937,160
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT, TAX & CONSULTING SERVICES 34,890 17,445   17,245

TY 2024 GeneralExplanationAttachment
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Identifier Return Reference Explanation
GRANT APPLICATION GUIDELINES PART XIV, LINE 2 GRANT APPLICATION GUIDELINES PLEASE READ THIS PAGE FOR HELPFUL INFORMATION, THEN DOWNLOAD THE OFFICIAL GRANT APPLICATION GUIDELINES BELOW. REVIEW THE GUIDELINES THOROUGHLY AND PROVIDE ALL THE INFORMATION REQUESTED IN YOUR APPLICATION. THE IRVING S. GILMORE FOUNDATION REQUIRES GRANT APPLICATIONS TO BE SUBMITTED ON PAPER AND DOES NOT ACCEPT APPLICATIONS ONLINE, OR VIA EMAIL. THESE GUIDELINES WERE UPDATED IN FEBRUARY 2025. PLEASE NOTE: ORGANIZATIONS THAT ARE FIRST-TIME FOUNDATION APPLICANTS OR HAVE NOT RECEIVED FOUNDATION FUNDING IN THE PAST FIVE YEARS MUST CONTACT THE FOUNDATION'S VP-PROGRAM CAROL SNAPP AT LEAST FOUR WEEKS PRIOR TO SUBMITTING AN APPLICATION. PROPOSAL DEADLINE FOR TRUSTEE REVIEW ON: JANUARY 6, 2025 - MARCH 18, 2025MARCH 3, 2025 - MAY 20, 2025MAY 1, 2025 - JULY 22, 2025JULY 1, 2025 - SEPTEMBER 16, 2025SEPTEMBER 1, 2025 - NOVEMBER 18, 2025NOVEMBER 3, 2025 - JANUARY 27, 2026PLEASE SUBMIT ONE SINGLE-SIDED PAPER COPY OF YOUR APPLICATION. YOU MAY EITHER MAIL IN YOUR APPLICATION OR DROP IT OFF IN OUR LOBBY ON THE 9TH FLOOR OF THE HINMAN/FIFTH THIRD BANK BUILDING LOCATED AT 136 EAST MICHIGAN AVENUE, WHERE THERE IS A DROP BOX FOR YOUR CONVENIENCE. PLEASE NOTE, THE BUILDING HOURS ARE 9AM-5PM, MONDAY THROUGH FRIDAY. AS NOTED ABOVE, THE FOUNDATION DOES NOT ACCEPT APPLICATIONS ONLINE OR VIA EMAIL. ADDITIONAL QUESTIONS REGARDING YOUR APPLICATION MAY BE DIRECTED TO:KRISTY BRADYPROGRAM ASSOCIATEKRISTY@ISGILMORE.ORG 269-342-6411 IRVING S. GILMORE FOUNDATION136 E. MICHIGAN AVE., SUITE 900KALAMAZOO, MI 49007-3915(269) 342-6411IN ACCORDANCE WITH THE EXAMPLE AND DIRECTIVES OF ITS FOUNDER, THE IRVING S. GILMORE FOUNDATION ENCOURAGES GRANT APPLICATIONS FROM KALAMAZOO AREA NONPROFIT, TAX-EXEMPT ORGANIZATIONS WHOSE WORK BENEFITS OR WILL BENEFIT THE COMMUNITY. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. THE FOUNDATION TRUSTEES WILL MAKE ALL DECISIONS REGARDING THE FUNDING OF PROPOSALS WITHOUT DISCRIMINATION ON THE BASIS OF RACE, RELIGION, COLOR, SEX, HEIGHT, AGE, SEXUAL ORIENTATION, GENDER IDENTITY, WEIGHT, MARITAL STATUS, GENETIC INFORMATION, DISABILITY, MILITARY STATUS OR NATIONAL ORIGIN OF THE ORGANIZATION'S STAFF OR VOLUNTEERS. IT IS EXPECTED THAT ALL BENEFICIARIES OF FUNDING FROM THE IRVING S. GILMORE FOUNDATION WILL ADHERE TO EXISTING STATE AND FEDERALLY MANDATED AFFIRMATIVE ACTION POLICIES.
GRANT APPLICATION GUIDELINES PART XIV, LINE 2 GRANT APPLICATION GUIDELINES ORGANIZATIONS SEEKING FUNDING MUST SUBMIT A SINGLE-SIDED PAPER COPY OF THE GRANT APPLICATION AND SUPPORTING DOCUMENTS, INCLUDING: I. COVER LETTER: PLEASE PREFACE YOUR GRANT PROPOSAL WITH A 1-2 PAGE COVER LETTER ON THE ORGANIZATION'S LETTERHEAD WHICH SERVES AS A SUMMARY OF YOUR APPLICATION. THE COVER LETTER MUST INCLUDE THE FOLLOWING:A. A BRIEF DESCRIPTION OF THE REQUEST; B. THE DOLLAR AMOUNT BEING SOUGHT; C. YOUR ORGANIZATION'S FISCAL YEAR; D. THE TIMELINE DURING WHICH THE REQUESTED FUNDS WILL BE UTILIZED; E. INFORMATION FOR THE ORGANIZATION'S GRANT PROPOSAL CONTACT, INCLUDING NAME, TITLE, EMAIL AND PHONE NUMBER;F. SIGNATURES OF THE ORGANIZATION'S BOARD PRESIDENT, BOARD TREASURER AND EXECUTIVE DIRECTOR/ CEO.II. NARRATIVE DESCRIPTION: THE NARRATIVE IS A WRITTEN DESCRIPTION OF YOUR REQUEST AND MUST INCLUDE THE FOLLOWING: (PLEASE LIMIT THIS SECTION TO FOUR PAGES) A. MISSION STATEMENT;B. ORGANIZATIONAL HISTORY;C. NATURE OF THE FUNDING BEING SOUGHT (E.G., OPERATIONS, PROJECT/PROGRAM, EQUIPMENT): 1. THE PERCEIVED NEED/OPPORTUNITY AND POPULATION TO BE SERVED; 2. THE RESULTS BEING SOUGHT; 3. THE PLANNED MEANS TO ACHIEVE RESULTS, INCLUDING STRATEGIES, RESOURCES AND PERSONNEL; 4. TIMELINE DURING WHICH THE REQUESTED FUNDS WILL BE SPENT, IF AWARDED; 5. METHOD(S) OF EVALUATING PROGRAM SUCCESS.III. FINANCIAL DOCUMENTS: FINANCIAL DOCUMENTS SERVE TO GIVE US A VIEW INTO YOUR ORGANIZATION'S GOVERNANCE PRACTICES AND EFFECTIVENESS. THIS SECTION SHOULD BE REVIEWED BY YOUR BOARD TREASURER (AND CFO IF APPLICABLE). PLEASE PROVIDE THE FOLLOWING:A. ORGANIZATION'S GENERAL OPERATING BUDGET FOR THE FISCAL YEAR(S) IN WHICH THE GRANT FUNDS WILL BE SPENT; THIS BUDGET MUST INCLUDE ALL REVENUE SOURCES AND EXPENSES.B. LINE-ITEM BUDGET OF PROPOSED PROGRAM OR PROJECT, IF OTHER THAN OPERATING FUNDS ARE BEING SOUGHT;C. MOST RECENT, RECONCILED FINANCIAL STATEMENTS (REPRESENTING YOUR CURRENT FISCAL YEAR), INCLUDING: 1. CURRENT BALANCE SHEET VS. PRIOR YEAR (SOMETIMES KNOWN AS STATEMENT OF FINANCIAL POSITION); 2. CURRENT PROFIT & LOSS VS. PRIOR YEAR (SOMETIMES KNOWN AS STATEMENT OF ACTIVITIES OR OPERATING STATEMENT);D. MOST RECENT AUDIT, THIRD-PARTY REVIEW/COMPILATION, OR IRS FORM 990.IV. ADMINISTRATIVE INFORMATION:A. MOST RECENT IRS 501(C)(3) TAX EXEMPTION LETTER (FIRST-TIME APPLICANTS ONLY);B. LIST OF BOARD OF DIRECTORS WITH CONTACT INFORMATION AND PRIMARY ORGANIZATIONAL AFFILIATION(S);C. LIST OF FINANCE COMMITTEE MEMBERS (IF APPLICABLE).V. OPTIONAL ATTACHMENTS: EXAMPLES INCLUDEMARKETING MATERIALS, MEDIA COVERAGE, LETTERS OF SUPPORT, AMONG OTHERS. SPECIAL NOTES: FISCAL SPONSORS: GRANT APPLICATIONS FOR FISCALLY-SPONSORED PROJECTS MUST BE SUBMITTED BY THE "HOST ORGANIZATION, AND CONTAIN REQUESTED INFORMATION RELATING TO BOTH THE HOST ORGANIZATION AND THE FISCALLYSPONSORED PROJECT. THE COVER LETTER MUST SET FORTH THE HOST ORGANIZATION'S WILLINGNESS TO SERVE AS FISCAL SPONSOR. IMPORTANTLY, THE PROPOSAL COVER LETTER MUST BE SUBMITTED ON THE FISCAL SPONSOR'S LETTERHEAD.EDUCATIONAL INSTITUTION INDIRECT COSTS: THE FOUNDATION STRONGLY DISCOURAGES THE ADDITION OF INDIRECT COSTS {SOMETIMES KNOWN AS FACILITIES AND ADMINISTRATIVE (F&A) EXPENSES} TO PROJECT BUDGETS FOR APPLICATIONS SUBMITTED BY EDUCATIONAL INSTITUTIONS. THE FOLLOWING ITEMS ARE MOST FREQUENTLY OMITTED OR MISSING COMPONENTS:COVER LETTERFINANCIAL DOCUMENTSBOARD ROSTERMOST RECENT AUDIT OR IRS FORM 990 INCOMPLETE PROPOSALS ARE SUBJECT TO DECLINATION OR SCHEDULED FOR A LATER MEETING PENDING ADDITIONAL INFORMATION. FINAL REPORT: UNLIKE MOST FUNDERS, WE DO NOT REQUIRE AN ORGANIZATION TO SUBMIT A FINAL REPORT FROM A PREVIOUS GRANT BEFORE SUBMITTING A NEW PROPOSAL. HOWEVER, IF YOUR FINAL REPORT IS OVERDUE, PLEASE MAKE SURE TO SUBMIT IT ALONG WITH YOUR NEW PROPOSAL. PLEASE SUBMIT ONE SINGLE-SIDED PAPER COPY OF YOUR APPLICATION. YOU MAY EITHER MAIL IN YOUR APPLICATION OR DROP IT OFF IN OUR LOBBY ON THE 9TH FLOOR OF THE HINMAN/FIFTH THIRD BANK BUILDING LOCATED AT 136 EAST MICHIGAN AVENUE, WHERE THERE IS A DROP BOX FOR YOUR CONVENIENCE. PLEASE NOTE, THE BUILDING HOURS ARE 9AM-5PM, MONDAY THROUGH FRIDAY. THE FOUNDATION DOES NOT ACCEPT APPLICATIONS ONLINE OR VIA EMAIL. ADDITIONAL QUESTIONS REGARDING YOUR APPLICATION MAY BE DIRECTED TO: KRISTY BRADY PROGRAM ASSOCIATE 269-342-6411 KRISTY@ISGILMORE.ORG
INFORMATION ABOUT OFFICERS AND DIRECTORS PART VIII, LINE 1 EACH OF THE DIRECTORS DEVOTES AN AVERAGE OF ONE TO FIVE HOURS OR MORE PER WEEK TO HIS/HER POSITION WITH THE FOUNDATION. THE DIRECTORS PROVIDED THE FOLLOWING SERVICES TO THE FOUNDATION:THE DIRECTORS MET AT THE FOUNDATION'S OFFICE OR VIA CONFERENCE CALL ELEVEN TIMES DURING THE YEAR (NO MEETING IN AUGUST). BOARD MEETINGS ARE GENERALLY ON THE THIRD TUESDAY OF THE MONTH AND LAST FOR FOUR TO FIVE HOURS. MEETINGS HELD IN THE ODD MONTHS (JANUARY, MARCH, ETC.) INCLUDED THE REVIEW OF ALL GRANT REQUESTS. THE WEEK PRIOR TO EACH MEETING, THE FOUNDATION'S STAFF DELIVERS TO EACH DIRECTOR EXTENSIVE REPORTS FOR REVIEW PRIOR TO THE MEETINGS. THESE REPORTS INCLUDE, AT A MINIMUM:A) MONTHLY REPORTS ON FOUNDATION ASSETS MANAGED BY OUTSIDE MONEY MANAGERS;B) SOURCES AND USES OF CASH;C) STATUS OF GRANTS (AMOUNTS APPROVED, PAID AND PAYABLE);D) FUNDS AVAILABLE FOR DISTRIBUTION;E) STATUS OF QUALIFYING DISTRIBUTIONS;F) MINUTES OF PRIOR MEETING AND COMMITTEE MEETINGS;G) APPLICABLE UPDATES AND VARIOUS EXTERNAL COMMUNICATIONS; ANDH) DETAILED STAFF-PREPARED ANALYSES OF FUNDING PROPOSALS FOR GRANT MEETINGS.IT IS NECESSARY FOR EACH DIRECTOR TO DEVOTE SEVERAL HOURS (TWO TO EIGHT HOURS EACH MONTH DEPENDING ON THE MONTH'S AGENDA) MONTHLY TO THE REVIEW OF THESE MATERIALS IN ORDER TO EXERCISE JUDGMENT ON MATTERS TO BE CONSIDERED BY THE DIRECTORS AT THEIR MEETINGS. EACH MEETING ALSO INCLUDES A PERIOD OF TIME FOR THE EXECUTIVE COMMITTEE TO MEET AND DISCUSS VARIOUS TOPICS. THE EXECUTIVE COMMITTEE IS MADE UP OF THE DIRECTORS AND NO STAFF IS PRESENT DURING THIS PORTION OF THE MEETINGS.THERE IS ALSO AN ANNUAL MEETING HELD IN OCTOBER, IMMEDIATELY PRECEDING THE REGULAR BOARD MEETING. THE PURPOSE OF THE ANNUAL MEETING IS TO ELECT DIRECTORS AND OFFICERS FOR THE ENSUING YEAR AND TO TRANSACT ANY OTHER BUSINESS BROUGHT BEFORE THE MEETING.STRATEGIC PROGRAMMING BOARD MEETINGS ARE HELD AT LEAST ONCE A YEAR FOR THE PURPOSE OF DISCUSSING AND DEVELOPING THE FOUNDATION'S STRATEGIC APPROACH TO GRANTMAKING AND ENSURING THAT ACTIVITIES AND SHORT-TERM OBJECTIVES PROMOTE AND ARE CONSISTENT WITH LONG-TERM GOALS AND THE MISSION OF THE FOUNDATION. THERE WERE TWO SUCH MEETINGS HELD IN 2024. THE STRATEGIC PROGRAMMING MEETINGS REQUIRE APPROXIMATELY ONE HOUR OF PREPARATION EACH.IN ADDITION TO THE MEETINGS DESCRIBED ABOVE, DIRECTORS ARE MEMBERS OF VARIOUS COMMITTEES AS FOLLOWS: 1. MANAGEMENT COMMITTEE: MEETINGS WERE HELD TO DISCUSS AND REVIEW OPERATIONAL, MANAGEMENT AND GRANT MAKING ISSUES. THIS COMMITTEE'S ROLE IS TO PROVIDE THE BOARD OF DIRECTORS WITH THE OPPORTUNITY TO CONNECT WITH COMMUNITY LEADERS WHO SHARE INFORMATION REGARDING NEEDS AND OPPORTUNITIES IN THE COMMUNITY. THERE WERE ELEVEN MANAGEMENT COMMITTEE MEETINGS IN 2024 INCLUDING GRANTEE EVENTS. 2. INVESTMENT COMMITTEE: RESPONSIBLE FOR RECOMMENDING TO THE DIRECTORS INVESTMENT POLICIES AND STRATEGIES AND THE SELECTION OF INVESTMENT MANAGERS AND/OR ADVISORS, AND OTHER FIDUCIARIES WITH RESPECT TO FINANCIAL ASSETS. THIS COMMITTEE ALSO MONITORS THE PERFORMANCE OF THE CUSTODIANS, MANAGERS, ADVISORS AND OTHER FIDUCIARIES WITH RESPECT TO THESE ASSETS. THIS COMMITTEE IS MADE UP OF AT LEAST TWO DIRECTORS, CERTAIN SENIOR STAFF OF THE FOUNDATION AND AT LEAST TWO COMMITTEE MEMBERS WHO ARE "OUTSIDE" NON-BOARD MEMBERS. THERE WERE THREE REGULAR INVESTMENT COMMITTEE MEETINGS AND 1 SPECIAL MEETING IN 2024.3. AUDIT COMMITTEE: ASSISTS THE DIRECTORS IN FULFILLING ITS OVERALL RESPONSIBILITIES WITH RESPECT TO (A) THE AUDIT OF THE FOUNDATION'S BOOKS AND RECORDS, AND (B) THE SYSTEM OF INTERNAL CONTROLS THAT THE FOUNDATION HAS ESTABLISHED. THE AUDIT COMMITTEE ALSO REVIEWS THE FORM 990-PF PREPARED BY THE OUTSIDE ACCOUNTANTS. THIS COMMITTEE IS MADE UP OF AT LEAST TWO DIRECTORS PLUS AT LEAST ONE COMMITTEE MEMBER WHO IS A "FINANCIAL EXPERT" (NON-BOARD MEMBER). THIS COMMITTEE MEETS TWO TIMES EACH YEAR.4. PROGRAM COMMITTEE: RESPONSIBLE FOR ADDRESSING PROGRAMMATIC CONCERNS, SUCH AS GRANTMAKING AND COMMUNITY INVOLVEMENT. THIS COMMITTEE IS MADE UP OF AT LEAST TWO DIRECTORS, CERTAIN SENIOR STAFF OF THE FOUNDATION AND THREE "OUTSIDE" NON-BOARD MEMBERS. THIS COMMITTEE MET FIVE TIMES IN 2024.CERTAIN DIRECTORS ATTENDED, IN PERSON OR VIRTUALLY, EDUCATIONAL CONFERENCES, SEMINARS AND LIKE ACTIVITIES, SUCH AS THE COUNCIL OF MICHIGAN FOUNDATIONS ANNUAL CONFERENCE AND THE FOUNDATIONS ON THE HILL CONFERENCE, IN ORDER TO STAY ABREAST OF DEVELOPMENTS IN THE NONPROFIT, FOUNDATION AND INVESTMENT AREAS. THE DIRECTORS FREQUENTLY, IN PERSON OR VIRTUALLY, ATTENDED EVENTS, FUNCTIONS AND OTHER ACTIVITIES RELATED TO THE FOUNDATION'S GRANT MAKING ACTIVITIES IN ORDER TO EVALUATE THE GRANTEE'S PROGRAM AND OFFERINGS.THE DIRECTORS WERE COMPENSATED ON A PER DIEM BASIS, APPLICABLE TO OFFICIAL BOARD (ADMINISTRATIVE, GRANT MAKING AND STRATEGIC PROGRAMMING) AND COMMITTEE (MANAGEMENT, INVESTMENT, AUDIT, AND PROGRAM) MEETINGS, SUBJECT TO AN OVERALL ANNUAL CAP IN FEES OF $30,000 PLUS REIMBURSEMENT FOR REASONABLE EXPENSES. THE DIRECTORS WERE NOT COMPENSATED FOR ATTENDANCE AT CONFERENCES, SITE VISITS, ETC. NON-BOARD COMMITTEE MEMBERS ARE ALSO COMPENSATED ON A PER DIEM BASIS OF $500 PER MEETING ATTENDED.EACH BOARD MEMBER ANNUALLY DISCLOSES THEIR AFFILIATIONS WITH OTHER ORGANIZATIONS (BOTH FOR-PROFIT AND NOT-FOR-PROFIT). THESE AFFILIATION LISTINGS ARE REVIEWED AT EACH BOARD MEETING AND BOARD MEMBERS ABSTAIN FROM VOTING ON ANY MATTER WHERE A CONFLICT OF INTEREST MAY EXIST.

TY 2024 InvestmentsCorpBondsSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Name of Bond End of Year Book Value End of Year Fair Market Value
AT&T INC 05/04/15 4.750 05/15/46 197,911 197,911
AT&T INC 02/19/19 4.350 03/01/29 127,184 127,184
ABBVIE INC 02/26/24 5.050 03/15/34 44,459 44,459
AMERICAN EXPRESS CO 08/03/22 3.950 08/01/25 OPT CALL 07/01/2025 @ 100.00 214,134 214,134
AMERICAN TOWER CORP 03/29/21 2.700 04/15/31 330,648 330,648
ANHEUSER-BUSCH INBEV FIN 01/25/16 4.900 02/01/46 322,814 322,814
APPLE INC 02/09/15 3.450 02/09/45 269,646 269,646
BK OF AMERICA CORP 04/27/22 VAR 04/27/28 402,678 402,678
BROADCOM INC 07/12/24 5.050 07/12/29 OPT CALL 06/12/2029 @ 100.00 310,174 310,174
CVS HEALTH CORP SR NT 06/02/23 5.300 06/01/33 448,644 448,644
CITIGROUP INC SR GLBL NT 02/13/24 VAR 02/13/30 OPT CALL 02/13/2029 @ 100.00 418,682 418,682
COMCAST CORP NEW 02/08/18 3.550 05/01/28 391,656 391,656
COMCAST CORP NEW SR NT 10/05/18 4.700 10/15/48 170,672 170,672
COMMONWEALTH EDISON CO 1M GLBL 08/14/18 3.700 08/15/28 300,106 300,106
DIAMONDBACK ENERGY INC 04/18/24 5.150 01/30/30 OPT CALL 12/30/2029 @ 100.00 360,767 360,767
ENTERGY MISS INC 1ST MTG BD 05/13/16 2.850 06/01/28 262,556 262,556
ENTERPRISE PRODS OPER LLC 01/13/11 5.950 02/01/41 222,861 222,861
GOLDMAN SACHS GROUP INC 10/24/23 VAR 10/24/34 543,915 543,915
HEWLETT PACKARD ENTERPRISE CO 09/26/24 4.550 10/15/29 OPT CALL 09/15/2029 @ 170,588 170,588
HOME DEPOT INC SR NT 09/21/21 2.750 09/15/51 100,660 100,660
HOME DEPOT INC 06/25/24 4.750 06/25/29 OPT CALL 05/25/2029 @ 100.00 182,393 182,393
JPMORGAN CHASE & CO 07/24/23 VAR 07/24/29 737,344 737,344
KINDER MORGAN INC 02/01/24 5.000 02/01/29 OPT CALL 01/01/2029 @ 100.00 392,660 392,660
LOCKHEED MARTIN CORP 05/25/23 4.750 02/15/34 261,024 261,024
MICROSOFT CORP 06/01/20 2.525 06/01/50 143,388 143,388
MORGAN STANLEY 01/22/20 VAR 01/22/31 592,636 592,636
ORACLE CORP 03/24/21 2.875 03/25/31 359,895 359,895
PNC FINL SVCS GROUP INC 01/22/24 VAR 01/21/28 OPT CALL 01/21/2027 @ 100.00 114,978 114,978
PPL ELEC UTILS CORP 01/05/24 4.850 02/15/34 OPT CALL 11/15/2033 @ 100.00 376,884 376,884
PHILIP MORRIS INTL INC 02/13/24 4.750 02/12/27 186,413 186,413
SIMON PPTY GROUP L P 01/11/22 2.650 02/01/32 374,480 374,480
T-MOBILE USA INC 02/09/23 4.950 03/15/28 257,121 257,121
TRUIST FINL CORP 06/08/23 6.047 06/08/27 198,208 198,208
UBER TECHNOLOGIES INC 09/09/24 4.300 01/15/30 OPT CALL 12/15/2029 @ 100.00 358,045 358,045
UNITEDHEALTH GROUP INC 07/25/24 4.800 01/15/30 OPT CALL 12/15/2029 @ 100.00 354,188 354,188
VERIZON COMMUNICATIONS INC 03/22/21 3.550 03/22/51 241,674 241,674
VISA INC SR GLBL NT 12/14/15 4.300 12/14/45 230,240 230,240
WALMART INC 06/27/18 4.050 06/29/48 221,786 221,786
WELLS FARGO & CO MEDIUM TERM NT 02/11/20 VAR 02/11/31 327,177 327,177
ENBRIDGE INC 11/09/23 6.000 11/15/28 136,625 136,625
PFIZER INVT ENTERPRISES PTE 05/19/23 4.450 05/19/28 593,735 593,735
SHELL INTL FIN B V 05/10/16 4.000 05/10/46 176,779 176,779
AES CORP 05/17/23 5.450 06/01/28 105,569 105,569
AMERICAN EXPRESS CO 07/28/23 VAR 07/28/34 OPT CALL 07/28/2033 @ 100.00 136,315 136,315
APOLLO DEBT SOLUTIONS BDC 07/29/24 6.700 07/29/31 OPT CALL 05/29/2031 @ 100. 71,890 71,890
APPLOVIN CORP 12/05/24 5.500 12/01/34 OPT CALL 09/01/2034 @ 100.00 267,989 267,989
ARTHUR J GALLAGHER & CO 12/19/24 5.550 02/15/55 OPT CALL 08/15/2054 @ 100.00 206,428 206,428
ASHTEAD CAP INC SR SEC GLBL NT 11/04/19 4.000 05/01/28 206,510 206,510
BANK AMER CORP SR NT FXD/FLTG 04/22/21 VAR 04/22/32 OPT CALL 04/22/2031 @ 10 85,959 85,959
BANK AMER CORP 08/15/24 5.425 08/15/35 OPT CALL 08/15/2034 @ 100.00 116,798 116,798
BOEING CO 05/04/20 5.930 05/01/60 OPT CALL 11/01/2059 @ 100.00 69,398 69,398
BOEING CO 05/04/20 5.150 05/01/30 133,107 133,107
BOSTON PPTYS LTD PARTNERSHIP 06/21/19 3.400 06/21/29 142,234 142,234
BROADCOM INC SR 144A NT 03/31/21 3.419 04/15/33 OPT CALL 01/15/2033 @ 100.00 153,183 153,183
BROADCOM INC 10/02/24 4.550 02/15/32 OPT CALL 12/15/2031 @ 100.00 116,044 116,044
CRH AMER FIN INC 05/21/24 5.400 05/21/34 OPT CALL 02/21/2034 @ 100.00 135,258 135,258
CAPITAL ONE FINL CORP SR NT 11/02/21 VAR 11/02/32 OPT CALL 11/02/2031 @ 100. 103,521 103,521
CAPITAL ONE FINL CORP 06/08/23 VAR 06/08/34 OPT CALL 06/08/2033 @ 100.00 134,976 134,976
CHARTER COMMUNICATIONS OPER NT 10/24/19 4.800 03/01/50 OPT CALL 09/01/2049 @ 206,569 206,569
CITIGROUP INC 09/29/15 4.450 09/29/27 103,577 103,577
CITIGROUP INC SUB GLB NT 05/25/23 VAR 05/25/34 OPT CALL 05/25/2033 @ 100.00 173,184 173,184
CONCENTRIX CORP 08/02/23 6.650 08/02/26 133,199 133,199
CONSTELLATION ENERGY 03/15/24 5.750 03/15/54 OPT CALL 09/15/2053 @ 100.00 97,226 97,226
CUBESMART L P 10/11/19 3.000 02/15/30 134,973 134,973
DIAMONDBACK ENERGY INC 10/28/22 6.250 03/15/33 259,880 259,880
F&G ANNUITIES & LIFE INC 06/04/24 6.500 06/04/29 OPT CALL 05/04/2029 @ 100.0 275,659 275,659
FERGUSON ENTERPRISES INC 10/03/24 5.000 10/03/34 OPT CALL 07/03/2034 @ 100.0 81,231 81,231
FISERV INC 03/04/24 5.450 03/15/34 OPT CALL 12/15/2033 @ 100.00 140,085 140,085
FLORIDA PWR & LT CO 1M GLBL BD 06/03/24 5.300 06/15/34 OPT CALL 03/15/2034 @ 200,568 200,568
GLENCORE FDG LLC 04/04/24 5.634 04/04/34 OPT CALL 01/04/2034 @ 100.00 253,868 253,868
GOLDMAN SACHS GROUP INC SR NT 04/25/24 VAR 04/25/35 OPT CALL 04/25/2034 @ 10 35,662 35,662
GOLDMAN SACHS GROUP INC 04/23/18 VAR 05/01/29 97,301 97,301
HCA INC 02/23/24 5.450 04/01/31 OPT CALL 02/01/2031 @ 100.00 269,457 269,457
HYUNDAI CAP AMER MTN 02/10/20 3.000 02/10/27 120,039 120,039
HYUNDAI CAP AMER 09/17/21 2.100 09/15/28 22,398 22,398
HYUNDAI CAP AMER MEDIUM TERM 11/03/23 6.500 01/16/29 120,036 120,036
IDEX CORP 08/21/24 4.950 09/01/29 OPT CALL 08/01/2029 @ 100.00 25,887 25,887
INGERSOLL RAND INC 05/10/24 5.450 06/15/34 OPT CALL 03/15/2034 @ 100.00 95,641 95,641
INTEL CORP 02/21/24 5.600 02/21/54 OPT CALL 08/21/2053 @ 100.00 118,386 118,386
JPMORGAN CHASE & CO 11/16/16 3.625 12/01/27 97,137 97,137
KEYSPAN GAS EAST CORP 03/06/23 5.994 03/06/33 136,904 136,904
KIMCO RLTY CORP 08/24/22 4.600 02/01/33 133,269 133,269
LEIDOS INC 02/28/23 5.750 03/15/33 101,369 101,369
WARNERMEDIA HLDGS INC SR GLBL 03/15/23 5.050 03/15/42 68,245 68,245
WARNERMEDIA HLDGS INC SR GLBL NT 03/15/23 5.141 03/15/52 OPT CALL 09/15/2051 66,870 66,870
MARRIOTT INTL INC NEW 03/05/21 2.850 04/15/31 139,774 139,774
MASTEC INC SR NT 08/04/20 4.500 08/15/28 OPT CALL 04/10/2025 @ 100.00 150,273 150,273
MICROCHIP TECHNOLOGY INC 03/07/24 5.050 03/15/29 OPT CALL 02/15/2029 @ 100.0 124,744 124,744
MORGAN STANLEY 07/20/21 VAR 07/21/32 74,522 74,522
MORGAN STANLEY 09/16/21 VAR 09/16/36 OPT CALL 09/16/2031 @ 100.00 162,666 162,666
MORGAN STANLEY 04/21/23 VAR 04/20/29 50,141 50,141
NNN REIT INC 05/29/24 5.500 06/15/34 OPT CALL 03/15/2034 @ 100.00 134,444 134,444
OCCIDENTAL PETE CORP 07/26/24 5.550 10/01/34 OPT CALL 07/01/2034 @ 100.00 131,310 131,310
ORACLE CORP 04/01/20 3.600 04/01/50 133,116 133,116
PACIFIC GAS & ELEC CO 01/06/23 6.750 01/15/53 OPT CALL 07/15/2052 @ 100.00 141,639 141,639
PACIFICORP 12/01/22 5.350 12/01/53 137,888 137,888
PEPSICO INC 03/19/20 2.750 03/19/30 90,832 90,832
PHILLIPS 66 11/17/14 4.650 11/15/34 OPT CALL 05/15/2034 @ 100.00 209,756 209,756
PLAINS ALL AMERICAN PIPELINE 04/23/14 4.700 06/15/44 OPT CALL 12/15/2043 @ 1 136,176 136,176
REGAL REXNORD CORP DUE 04/15/28 152,568 152,568
SABINE PASS LIQUEFACTION LLC 03/06/17 4.200 03/15/28 97,635 97,635
SABINE PASS LIQUEFACTION LLC 05/08/20 4.500 05/15/30 OPT CALL 11/15/2029 @ 1 48,434 48,434
SAFEHOLD GL HLDGS LLC 03/04/24 6.100 04/01/34 OPT CALL 01/01/2034 @ 100.00 132,258 132,258
SAN DIEGO GAS & ELEC CO 03/10/23 5.350 04/01/53 141,143 141,143
SOCIETE GENERALE MEDIUM TERM 12/14/20 VAR 12/14/26 OPT CALL 12/14/2025 @ 100 193,012 193,012
SONOCO PRODS CO 09/19/24 4.600 09/01/29 OPT CALL 08/01/2029 @ 100.00 209,373 209,373
SYNCHRONY FINL 10/28/21 2.875 10/28/31 103,604 103,604
T MOBILE USA INC SR SEC GLBL NT 04/15/21 3.875 04/15/30 272,887 272,887
TAPESTRY INC 12/01/21 3.050 03/15/32 85,189 85,189
TARGA RES CORP SR NT 04/06/22 4.950 04/15/52 OPT CALL 10/15/2051 @ 100.00 189,495 189,495
THE WILLIAMS COS INC 01/05/24 5.150 03/15/34 OPT CALL 12/15/2033 @ 100.00 272,227 272,227
TRUIST FINL CORP SR MED TERM 10/27/23 VAR 10/30/29 181,781 181,781
TRUIST FINL CORP 01/24/24 VAR 01/24/35 OPT CALL 01/24/2034 @ 100.00 85,650 85,650
U S BANCORP MEDIUM TERM NTS- 07/22/22 VAR 07/22/33 210,729 210,729
VISTRA OPERATIONS CO LLC SR SEC 12/04/24 5.700 12/30/34 OPT CALL 09/30/2034 133,584 133,584
WEA FIN LLC 10/15/19 2.875 01/15/27 142,754 142,754
WELLS FARGO & CO MEDIUM TERM 03/02/22 VAR 03/02/33 284,911 284,911
WESTERN MIDSTREAM OPER LP SR NT 01/13/20 4.050 02/01/30 136,003 136,003
WESTERN UN CO 03/09/21 2.750 03/15/31 148,232 148,232
AERCAP IRELAND CAPITAL LIMITED 10/29/21 3.300 01/30/32 OPT CALL 10/30/2031 @ 148,124 148,124
AERCAP IRELAND CAP DESIGNATED 09/10/24 4.950 09/10/34 OPT CALL 06/10/2034 @ 57,124 57,124
AVOLON HLDGS FDG LTD SR 144A NT 08/18/21 2.528 11/18/27 46,365 46,365
AVOLON HLDGS FDG LTD 05/15/24 5.750 11/15/29 OPT CALL 10/15/2029 @ 100.00 86,037 86,037
AVOLON HLDGS FDG LTD 12/12/24 5.150 01/15/30 OPT CALL 12/15/2029 @ 100.00 68,608 68,608
BPCE S A FR 01/18/23 VAR 01/18/27 125,968 125,968
BARCLAYS PLC 11/24/21 VAR 11/24/27 118,896 118,896
BARCLAYS PLC 11/02/22 VAR 11/02/33 82,515 82,515
DEUTSCHE BK AG N Y BRANCH 02/10/23 VAR 02/10/34 OPT CALL 11/10/2032 @ 100.00 205,862 205,862
ENEL FIN INTL S A 10/07/09 6.000 10/07/39 60,048 60,048
ENEL FIN INTL N V 06/15/22 5.500 06/15/52 60,032 60,032
ENGIE SA 04/10/24 5.625 04/10/34 OPT CALL 01/10/2034 @ 100.00 125,048 125,048
HSBC HOLDINGS PLC FXD-FRN SNR 06/04/20 VAR 06/04/31 OPT CALL 06/04/2030 @ 10 21,950 21,950
HSBC HLDGS PLC 05/24/21 VAR 05/24/32 182,683 182,683
HSBC HLDGS PLC 11/19/24 VAR 11/19/30 OPT CALL 11/19/2029 @ 100.00 69,535 69,535
IMPERIAL BRANDS FIN PLC 07/01/24 5.500 02/01/30 OPT CALL 01/01/2030 @ 100.00 141,484 141,484
MIZUHO FINL GROUP INC 09/13/21 2.564 09/13/31 209,148 209,148
NATWEST GROUP PLC 03/01/24 VAR 06/01/34 OPT CALL 03/01/2029 @ 100.00 133,446 133,446
NISSAN MTR LTD 09/17/20 4.810 09/17/30 OPT CALL 06/17/2030 @ 100.00 136,275 136,275
NOMURA HLDGS INC 07/12/21 2.172 07/14/28 112,878 112,878
ROYALTY PHARMA PLC SR GLBL 03/02/21 3.300 09/02/40 OPT CALL 03/02/2040 @ 100 133,944 133,944
ROYALTY PHARMA PLC SR NT 06/10/24 5.400 09/02/34 OPT CALL 06/02/2034 @ 100.0 126,495 126,495
SMITH & NEPHEW PLC 03/20/24 5.400 03/20/34 OPT CALL 12/20/2033 @ 100.00 124,079 124,079
SOCIETE GENERALE MEDIUM TERM 01/10/23 6.691 01/10/34 OPT CALL 01/10/2033 @ 1 20,512 20,512
STANDARD CHARTERED PLC 11/18/20 VAR 02/18/36 OPT CALL 11/18/2030 @ 100.00 86,364 86,364
STANDARD CHARTERED PLC 01/14/21 VAR 01/14/27 OPT CALL 01/14/2026 @ 100.00 48,158 48,158
TOTALENERGIES CAP 04/05/24 5.488 04/05/54 OPT CALL 10/05/2053 @ 100.00 196,474 196,474
UBS GROUP AG 01/11/22 VAR 02/11/33 OPT CALL 02/11/2032 @ 100.00 187,841 187,841
VODAFONE GROUP PLC GLBL NT 06/28/24 5.875 06/28/64 OPT CALL 12/28/2063 @ 100 120,945 120,945
BB-UBS TR 12/01/12 2.8922 06/07/30 SER 2012-TFT CL A 110,986 110,986
BBCMS MTG 03/28/18 VAR 03/16/37 SER 2018-TALL CL A 189,250 189,250
BX TR 2019-IMC 05/17/19 VAR 04/17/34 SER 2019-IMC CL A 128,570 128,570
BX TRUST 05/17/19 VAR 04/17/34 SER 2019-IMC CL B 198,124 198,124
COLONY MORTGAGE CAPITAL LTD 12/055/19 VAR 11/15/38 SER 19-IKPR CL A 229,541 229,541
HUDSONS BAY SIMON JV TR 11/01/15 4.154 08/07/34 SER 2015-HBS CL A-10 145,679 145,679
SMB PRIVATE ED LN TR 2017-B 11/08/17 VAR 10/15/35 SER 2017-B CL A-2B 30,151 30,151
VERUS SECURITIZATION TR 2021-3 06/01/21 1.046 06/25/66 SER 21-3 CL A1 261,062 261,062
OTHER TO BALANCE CORPORATE BONDS 57,821 57,821
VIRTUS NEWFLEET HIGH YIELD-R6 4,153,267 4,153,267
VIRTUS STONE HARBOR LOCAL MARKETS I 890,790 890,790
VIRTUS STONE HARBOR EMERGING MARKETS DEBT INCOME FUND CLASS I 4,037,226 4,037,226

TY 2024 InvestmentsCorpStockSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Name of Stock End of Year Book Value End of Year Fair Market Value
ACUITY BRANDS (HLDG COMPANY) INC 146,094 146,094
ACV AUCTIONS INC CL A 586,332 586,332
ADT INC 162,385 162,385
ADTALEM GLOBAL ED INC 136,275 136,275
AFLAC INC 155,160 155,160
AGCO CORP 168,264 168,264
ALARM COM HLDGS INC 883,788 883,788
ALKAMI TECHNOLOGY INC 564,212 564,212
ALLISON TRANSMISSION HLDGS INC 1,023,869 1,023,869
ALTRIA GROUP INC 423,549 423,549
AMAZON.COM INC 5,743,191 5,743,191
AMERICAN EAGLE OUTFITTERS INC 83,350 83,350
AMERICAN FINL GRP 109,544 109,544
AMERICAN HOMES 4 RENT CL A 1,129,298 1,129,298
AMERICAN INTL GROUP INC 356,720 356,720
AMERIPRISE FINANCIAL INC 275,799 275,799
APA CORPORATION COM 55,416 55,416
APPLE INC 02/09/15 3.450 02/09/45 2,758,376 2,758,376
APPLIED MATLS INC 243,945 243,945
APPLOVIN CORP 1,330,941 1,330,941
ARMSTRONG WORLD INDUSTRIES 1,300,377 1,300,377
ARROW ELECTRS INC COM 158,368 158,368
ASML HOLDING 1,519,924 1,519,924
AT&T INC 589,743 589,743
ATKORE INC 91,795 91,795
ATLASSIAN CORPORATION CL A 2,961,448 2,961,448
AUTOLIV INC 168,822 168,822
AVNET INC 104,640 104,640
AVNET INC 596,500 596,500
AXIS CAPITAL HOLDINGS LTD 177,240 177,240
AXON ENTERPRISE INC 957,450 957,450
BANK AMER CORP 175,800 175,800
BANK AMER CORP 572,097 572,097
BANK OF NEW YORK MELLON CORP 476,346 476,346
BAXTER INTL INC 906,759 906,759
BAXTER INTL INC 134,136 134,136
BERRY GLOBAL GROUP, INC 174,609 174,609
BEST BUY INC 94,380 94,380
BLACKLINE INC 643,388 643,388
BLOCK INC CL A 1,835,359 1,835,359
BOISE CASCADE CO DEL 154,518 154,518
BORG-WARNER AUTOMOTIVE INC 117,623 117,623
BRINKS CO 139,155 139,155
BRISTOL MYERS SQUIBB CO 378,952 378,952
BRISTOL MYERS SQUIBB CO 453,894 453,894
BUNGE GLOBAL SA ISIN CH1300646267 101,088 101,088
CABLE ONE INC 808,252 808,252
CAPITAL ONE FINL CORP 918,170 918,170
CAPRI HOLDINGS LIMITED SHS 25,272 25,272
CARNIVAL CORP 234,248 234,248
CBIZ INC 1,486,851 1,486,851
CCC INTELLIGENT SOLUTIONS HLDGS INC 654,862 654,862
CENTENE CORP 175,682 175,682
CERTARA INC 182,445 182,445
CHAMPION HOMES INC 488,691 488,691
CHARTER COMMUNICATIONS INC CL A 130,253 130,253
CHARTER COMMUNICATIONS INC CL A 615,272 615,272
CHEMED CORP 590,727 590,727
CIRRUS LOGIC INC 79,664 79,664
CISCO SYSTEMS INC 503,200 503,200
CITIGROUP INC 450,496 450,496
CITIGROUP INC 1,026,286 1,026,286
CITIZENS FINL GROUP INC 205,672 205,672
CLOUDFLARE INC CL A 1,766,490 1,766,490
CNA FINL CORP 101,577 101,577
CNH INDL NV 160,886 160,886
COGNEX CORP 397,257 397,257
COGNIZANT TECHNOLOGY SOLUTIONS 653,035 653,035
COMCAST CORP CL A 457,866 457,866
CONAGRA BRANDS, INC. 160,950 160,950
CONOCOPHILLIPS 359,987 359,987
COREBRIDGE FINL INC 113,734 113,734
COREBRIDGE FINL INC 612,577 612,577
CSG SYS INTL INC COM 97,109 97,109
CSW INDUSTRIALS 365,854 365,854
CUMMINS INC 383,460 383,460
CVS HEALTH CORPORATION 264,851 264,851
CVS HEALTH CORPORATION 1,034,310 1,034,310
DATADOG INC CL A 2,289,241 2,289,241
DAVITA INC. 119,640 119,640
DELTA AIR LINES INC 151,250 151,250
DELTA AIR LINES INC 572,845 572,845
DESCARTES SYS GROUP INC 930,498 930,498
DEXCOM INC 2,051,806 2,051,806
DISCOVER FINANCIAL SERVICES 294,491 294,491
DOLLAR GEN CORP 704,899 704,899
DOORDASH INC 1,421,346 1,421,346
DOUBLEVERIFY HLDGS INC 696,286 696,286
DOUBLEVERIFY HLDGS INC 430,573 430,573
DOW INC 598,740 598,740
DOXIMITY INC 907,203 907,203
DROPBOX INC 96,128 96,128
DXC TECHNOLOGY CO 13,886 13,886
EAST WEST BANCORP INC 248,976 248,976
EASTMAN CHEM CO 127,848 127,848
EBAY INC 334,530 334,530
EMCOR GROUP INC 1,686,692 1,686,692
ENSIGN GROUP INC 945,963 945,963
ENTEGRIS INC 1,263,807 1,263,807
EQUITABLE HLDGS INC COM 514,389 514,389
EQUITY COMMONWEALTH 49,080 49,080
EURONET WORLDWIDE INC 848,327 848,327
EVEREST GROUP LTD 144,984 144,984
EVERI HLDGS INC 76,615 76,615
EXELIXIS INC 196,470 196,470
EXPONENT INC 451,915 451,915
EXXON MOBIL CORP 387,252 387,252
FEDERATED HERMES INC 172,662 172,662
FEDEX CORPORATION 337,596 337,596
FIDELITY NATIONAL FINANCIAL 325,893 325,893
FIFTH THIRD BANCORP 109,928 109,928
FIRST BANCORP PUERTO RICO 198,913 198,913
FIRST HORIZON CORPORATION 241,680 241,680
FIVE BELOW INC 838,316 838,316
FLEX LTD 228,152 228,152
FLOOR & DECOR HLDGS INC 546,356 546,356
FMC CORP 433,310 433,310
FORD MOTOR COMPANY 252,450 252,450
FOX CORP CL A 344,918 344,918
FRESENIUS MEDICAL CARE AG 579,176 579,176
FRESHPET INC 1,346,024 1,346,024
GALLAGHER ARTHUR J & CO 1,311,103 1,311,103
GENERAC HLDGS INC 522,208 522,208
GENERAL MLS INC 200,876 200,876
GENERAL MTRS CO 383,544 383,544
GENTEX CORP 1,207,005 1,207,005
GILEAD SCIENCES INC 461,850 461,850
GLAUKOS CORP 673,231 673,231
GLOBAL LIFE INC 523,586 523,586
GLOBAL PMTS INC 134,472 134,472
GLOBAL PMTS INC 771,197 771,197
GLOBANT S A COM SEDOL BP40HR4 ISIN LU0974299876 1,239,562 1,239,562
GLOBUS MEDICAL INC 1,632,116 1,632,116
GMS INC 144,211 144,211
GOLDMAN SACHS GROUP 400,834 400,834
GOODYEAR TIRE & RUBR CO 48,600 48,600
GOOSEHEAD INS INC COM CL A 465,228 465,228
GRACO INC 599,049 599,049
GRAND CANYON ED INC 1,065,683 1,065,683
GRAND CANYON ED INC 1,332,185 1,332,185
GRAPHIC PACKAGING HLDG CO 141,232 141,232
GRID DYNAMICS HLDGS INC CL A 476,247 476,247
GUIDEWIRE SOFTWARE INC 665,048 665,048
HALLIBURTON CO 184,892 184,892
HARLEY DAVIDSON INC 108,468 108,468
HCA HEALTHCARE, INC. 240,120 240,120
HEWLETT PACKARD ENTERPRISE CO 307,440 307,440
HF SINCLAIR CORP 87,625 87,625
HILLENBRAND INC 32,627 32,627
HILLMAN SOLUTIONS CORP COM 638,652 638,652
HILLMAN SOLUTIONS CORP COM 445,839 445,839
HOST HOTELS AND RESORTS 187,464 187,464
HOULIHAN LOKEY INC CL A 1,681,550 1,681,550
HP INC 378,508 378,508
HUMANA INC 874,792 874,792
HUNTINGTON INGALLS INDS INC 94,485 94,485
INCYTE CORPORATION 158,861 158,861
INGREDION INC 165,072 165,072
INMODE LTD SHS 63,460 63,460
INSPIRE MED SYS INC 389,669 389,669
INTEL CORP 60,150 60,150
INTERCONTINENTAL EXCHANGE INC 1,663,846 1,663,846
INTERNATIONAL BUSINESS MACHS 153,881 153,881
JABIL, INC. 417,310 417,310
JAMF HLDG CORP 305,672 305,672
JAZZ PHARMACEUTICALS PLC 209,355 209,355
JELD-WEN HLDG INC 365,503 365,503
JOHN WILEY & SONS INC CL A 324,590 324,590
JOHNSON & JOHNSON 303,702 303,702
KADANT INC 884,899 884,899
KENNAMETAL INC 856,217 856,217
KINDERCARE LEARNING COS INC 66,732 66,732
KINSALE CAP GROUP INC 887,003 887,003
KOHLS CORP 43,524 43,524
KORNIT DIGITAL LTD SHS 525,098 525,098
KRAFT HEINZ CO 276,390 276,390
KROGER CO 507,545 507,545
LEAR CORP 66,290 66,290
LEAR CORP 708,830 708,830
LENNAR CORP 245,466 245,466
LIGHT & WONDER INC 1,030,254 1,030,254
LINCOLN NATL CORP IND 79,275 79,275
LOCKHEED MARTIN CORP 194,376 194,376
LYONDELLBASELL INDUSTRIES SEDOL # B3SPXZ ISIN # NL0009434992 118,832 118,832
M & T BK CORP 75,204 75,204
MAGNA INTL INC SEDOL 2554475 ISIN CA5592224011 565,043 565,043
MAGNERA CORP 13,555 13,555
MAIN STR CAP CORP 630,438 630,438
MARATHON PETROLEUM CORP 292,950 292,950
MARKETAXESS HLDGS INC 419,982 419,982
MCKESSON CORPORATION 170,973 170,973
MEDPACE HLDGS INC 1,022,936 1,022,936
MEDTRONIC PLC 414,178 414,178
MERCK & CO INC 517,296 517,296
META PLATFORMS INC CL A 292,755 292,755
META PLATFORMS INC CL A 3,208,595 3,208,595
METLIFE INC 644,314 644,314
MGIC INVT CORP WIS 189,680 189,680
MGM MIRAGE 145,530 145,530
MICROSOFT CORP 4,593,086 4,593,086
MOLSON COORS BEVERAGE CO 269,404 269,404
MOSAIC CO 125,358 125,358
MURPHY OIL CORP 112,870 112,870
NATIONAL VISION HLDGS INC 384,759 384,759
NCR ATLEOS CORPORATION 69,536 69,536
NCR VOYIX CORPORATION 13,190 13,190
NEOGEN CORP 148,254 148,254
NETAPP INC COM 162,512 162,512
NETFLIX INC 1,845,924 1,845,924
NEW YORK TIMES CO 486,772 486,772
NEWELL BRANDS, INC. 458,718 458,718
NEWMARKET CORP 158,505 158,505
NEXSTAR MEDIA GROUP, INC. 142,173 142,173
NOV INC 315,477 315,477
NRG ENERGY INC 396,968 396,968
NU HLDGS LTD ORD SHS CL A ISIN KYG6683N1034 SEDOL BN6NP19 1,464,790 1,464,790
NVIDIA CORP 6,619,154 6,619,154
OMEGA HEALTHCARE INVS INC 151,400 151,400
OPENLANE, INC. 1,423,203 1,423,203
OPTION CARE HEALTH INC 318,652 318,652
ORGANON & CO 38,792 38,792
ORTHOPEDIATRICS CORP 135,510 135,510
OSHKOSH CORPORATION 133,098 133,098
OWENS CORNING INC 204,384 204,384
PAYCOR HCM INC 609,505 609,505
PAYLOCITY HLDG CORP 979,797 979,797
PAYPAL HLDGS INC 230,445 230,445
PENNANT GROUP INC 385,839 385,839
PENSKE AUTO GROUP INC 966,317 966,317
PFIZER INC 360,808 360,808
PFIZER INC 327,062 327,062
PHILLIPS 66 COM 262,039 262,039
PHINIA INC 35,646 35,646
PHREESIA INC 248,178 248,178
POWER INTEGRATIONS INC 456,025 456,025
PRIMERICA INC 2,684,615 2,684,615
PRIVIA HEALTH GROUP INC 723,291 723,291
PULTE GROUP INC 326,700 326,700
PVH CORP 84,600 84,600
PVH CORP 362,405 362,405
QUALCOMM INC 522,308 522,308
RADIAN GROUP INC 234,728 234,728
RB GLOBAL INC 746,307 746,307
REGIONS FINL CORP 324,576 324,576
REPLIGEN CORP COMMON 660,829 660,829
ROBERT HALF INC. 659,435 659,435
ROBLOX CORP CL A 1,031,181 1,031,181
SAMSARA INC CL A 1,875,874 1,875,874
SEA LTD ADR 1,931,338 1,931,338
SERVICE PPTYS TR COM SH BEN INT 10,668 10,668
SERVICENOW INC 3,548,222 3,548,222
SHELL PLC ADR 303,539 303,539
SHOPIFY INC 2,850,069 2,850,069
SIMPSON MFG INC COM 806,265 806,265
SIMPSON MFG INC COM 433,645 433,645
SIXTH STR SPECIALTY LENDING INC 328,595 328,595
SKYWORKS SOLUTIONS INC 106,416 106,416
SKYWORKS SOLUTIONS INC 424,511 424,511
SMUCKER JM CO 155,269 155,269
SNAP ON INC 135,792 135,792
SNOWFLAKE INC CL A 911,482 911,482
SPARTANNASH CO 64,120 64,120
SPOTIFY TECHNOLOGY 2,046,316 2,046,316
SPS COMMERCE INC 1,204,583 1,204,583
SS&C TECHNOLOGIES HLDGS INC 2,042,044 2,042,044
SS&C TECHNOLOGIES HLDGS INC 692,326 692,326
STATE STREET CORP 480,935 480,935
STEEL DYNAMICS INC 125,477 125,477
STEVANATO GROUP S P A ORD SHS SEDOL BNM0752 ISIN IT0005452658 332,363 332,363
STIFEL FINL CORP 105,337 105,337
STRATEGIC ED INC 894,029 894,029
SYLVAMO CORP 173,844 173,844
SYNCHRONY FINL 169,000 169,000
TD SYNNEX CORP 127,014 127,014
TD SYNNEX CORP 152,464 152,464
TE CONNECTIVITY LTD REG SHS SEDOL B62B7C3 ISIN CH0102993182 429,482 429,482
TEGNA INC 188,387 188,387
TERADATA CORP DEL 167,899 167,899
TEXTRON INC 244,768 244,768
THE CAMPBELL'S COMPANY 146,580 146,580
THE HARTFORD INSURANCE GROUP INC 393,840 393,840
TIMKEN CO 78,507 78,507
TRANSCAT INC 385,740 385,740
TYSON FOODS INC 601,052 601,052
U S PHYSICAL THERAPY 379,324 379,324
UBER TECHNOLOGIES INC 1,169,424 1,169,424
UGI CORP NEW COM 67,752 67,752
ULTRAGENYX PHARMACEUTICAL INC 877,791 877,791
UNITED AIRLINES HOLDINGS, INC. 291,300 291,300
UNIVERSAL HEALTH SVCS 365,479 365,479
UNUM GROUP 153,363 153,363
VALERO ENERGY 196,144 196,144
VERIZON COMMUNICATIONS INC 523,869 523,869
VIATRIS INC 100,845 100,845
VISA INC CL A 1,316,623 1,316,623
VISTRA CORP. 82,722 82,722
VOYA FINL INC 373,540 373,540
WALGREENS BOOTS ALLIANCE INC 36,387 36,387
WELLS FARGO & COMPANY 597,040 597,040
WELLS FARGO & COMPANY 1,038,288 1,038,288
WESTERN UNION CO 68,900 68,900
WHIRLPOOL CORP 137,376 137,376
WILLSCOT MOBILE MINI HLDGS 492,785 492,785
WORKIVA INC COM CL A 1,083,174 1,083,174
WYNDHAM HOTELS & RESORTS INC 1,734,193 1,734,193
XEROX HOLDINGS CORP 33,931 33,931
ZIONS BANCORPORATION, N.A. 146,475 146,475

TY 2024 InvestmentsGovtObligationsSch
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
US Government Securities - End of Year Book Value:

14,595,470
US Government Securities - End of Year Fair Market Value:

14,595,470
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FG D83122 10/01/97 8.000 10/01/27 FMV 655 655
FG G0-5646 09/01/09 4.500 10/01/39 FMV 31,177 31,177
FG G0-8542 08/01/13 4.000 08/01/43 FMV 46,866 46,866
FG G08605 09/01/14 3.500 09/01/44 FMV 61,642 61,642
FG C00556 10/01/97 8.000 10/01/27 FMV 553 553
FG C00632 07/01/98 7.000 07/01/28 FMV 74 74
FG C00701 01/01/99 6.500 01/01/29 FMV 363 363
FG C01188 06/01/01 7.000 06/01/31 FMV 174 174
FG A9-5861 12/01/10 4.000 12/01/40 FMV 47,397 47,397
FG A9-6413 01/01/11 4.000 01/01/41 FMV 35,379 35,379
FG C41019 08/01/00 8.000 08/01/30 FMV 9 9
FR SD8201 02/01/22 3.000 03/01/52 FMV 124,961 124,961
FR SD8220 05/01/22 3.000 06/01/52 FMV 74,028 74,028
FR SD8299 01/01/23 5.000 02/01/53 FMV 1,849,029 1,849,029
FR SD8316 03/01/23 5.500 04/01/53 FMV 1,090,000 1,090,000
FG Q4-3734 10/01/16 3.000 10/01/46 FMV 145,869 145,869
FG Q46801 03/01/17 4.000 03/01/47 FMV 49,643 49,643
FH QB0130 05/01/20 2.500 06/01/50 FMV 394,515 394,515
FR RA8252 11/01/22 2.500 09/01/52 FMV 1,093,494 1,093,494
FN 250914 04/01/97 8.500 05/01/27 FMV 32 32
FN 335977 03/01/96 7.000 03/01/26 FMV 217 217
FN 429024 06/01/98 7.000 06/01/28 FMV 785 785
FN 443606 10/01/98 6.500 10/01/28 FMV 574 574
FN 545759 06/01/02 6.500 07/01/32 FMV 1,602 1,602
FN 603476 09/01/01 6.500 09/01/31 FMV 1,935 1,935
FN AH8932 03/01/11 4.500 04/01/41 FMV 16,463 16,463
FN AI1059 06/01/11 4.500 06/01/41 FMV 10,955 10,955
FN AI1888 05/01/11 4.500 05/01/42 FMV 71,943 71,943
FN AK3406 01/01/12 4.500 01/01/42 FMV 31,687 31,687
FN AO9140 06/01/12 3.500 07/01/42 FMV 82,881 82,881
FN AP4961 09/01/12 3.000 09/01/42 FMV 5,512 5,512
FN AQ0546 11/01/12 3.500 11/01/42 FMV 14,020 14,020
FN AS3467 09/01/14 4.000 10/01/44 FMV 19,185 19,185
FN AS4789 03/01/15 3.000 04/01/45 FMV 6,193 6,193
FN AT1714 03/01/13 3.500 04/01/43 FMV 9,734 9,734
FN AT7277 09/01/13 4.000 09/01/43 FMV 11,951 11,951
FN AU3753 08/01/13 4.000 08/01/43 FMV 19,749 19,749
FN AU3751 08/01/13 4.000 08/01/43 FMV 9,749 9,749
FN AV2340 12/01/13 4.000 12/01/43 FMV 22,836 22,836
FN AV6103 12/01/13 4.000 01/01/44 FMV 48,549 48,549
FN BJ9169 05/01/18 4.000 05/01/48 FMV 205,251 205,251
FN BM1768 09/01/17 4.500 05/01/47 FMV 196,131 196,131
FN BW1433 05/01/22 4.000 05/01/52 FMV 357,025 357,025
FN CA4358 09/01/19 3.500 07/01/49 FMV 139,417 139,417
FN CB1066 06/01/21 2.500 07/01/51 FMV 1,086,836 1,086,836
FN CB3914 05/01/22 4.000 06/01/52 FMV 303,539 303,539
FN FS2603 08/01/22 4.500 08/01/52 FMV 56,805 56,805
FN FS5890 09/01/23 6.000 10/01/53 FMV 897,830 897,830
FN 890289 02/01/11 4.500 02/01/41 FMV 11,762 11,762
FN AB1051 04/01/10 4.500 05/01/40 FMV 17,879 17,879
FN AB7733 12/01/12 3.000 01/01/43 FMV 4,054 4,054
FN AC8280 12/01/09 5.000 05/01/39 FMV 151,870 151,870
FN MA2371 07/01/15 4.000 07/01/45 FMV 90,571 90,571
FN MA3210 11/01/17 3.500 11/01/47 FMV 150,096 150,096
FN MA3745 07/01/19 3.500 07/01/49 FMV 96,336 96,336
FN MA3937 01/01/20 3.000 01/01/49 FMV 180,790 180,790
FN MA4238 12/01/20 2.500 01/01/51 FMV 403,132 403,132
FN MA4654 06/01/22 3.500 06/01/52 FMV 231,210 231,210
FN MA4978 03/01/23 5.000 04/01/53 FMV 68,252 68,252
FN MA5071 06/01/23 5.000 07/01/53 FMV 628,340 628,340
FN MA5388 05/01/24 5.500 06/01/54 FMV 1,350,757 1,350,757
FN AE5147 11/01/10 4.000 11/01/40 FMV 3,423 3,423
G2 2729 03/01/99 6.500 03/20/29 FMV 178 178
GN 410304 12/01/95 7.500 12/15/25 FMV 49 49
GN 460832 05/01/98 7.000 05/15/28 FMV 1,826 1,826
GN 460941 11/01/97 7.000 11/15/27 FMV 1,169 1,169
GN 531143 05/01/00 8.000 05/15/30 FMV 1,904 1,904
GN 544481 04/01/01 7.000 04/15/31 FMV 1,413 1,413
FN AR8557 05/01/13 3.000 07/01/27 FMV 14,621 14,621
FN AA1007 12/01/08 5.000 04/01/36 FMV 12,465 12,465
FN AA3495 02/01/09 4.500 02/01/39 FMV 13,162 13,162
FN AD6946 06/01/10 5.500 06/01/40 FMV 26,914 26,914
GN 796807X 02/01/12 5.000 02/15/42 FMV 7,098 7,098
GN 736520 04/01/10 4.500 04/15/40 FMV 12,312 12,312
FNMA CONV 15-30YR TBA FMV 6,084,488 6,084,488
WILLIAM BLAIR INST INTL GROWTH FMV 24,251,913 24,251,913
VANGUARD INSTITUTIONAL INDEX FMV 36,563,330 36,563,330
SPRUCEGROVE ALL COUNTRY WORLD EX U.S. FUND FMV 26,169,736 26,169,736

TY 2024 LegalFeesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 6,026 0   6,026


TY 2024 OtherAssetsSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT OF USE ASSET 586,173 514,369 514,369


TY 2024 OtherExpensesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PARKING & MILEAGE 9,970 598   9,390
INSURANCE 16,897 2,157   14,740
MISCELLANEOUS 52,537 2,544   39,268
OFFICE & OTHER SUPPLIES 8,415 505   8,418
SOFTWARE & EQUIPMENT 41,192 2,472   38,720
UTILITIES 10,641 638   9,202
SPRUCEGROVE K-1 OTHER EXPENSES 0 68,662   0


TY 2024 OtherIncomeSchedule2
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INVESTMENT SETTLEMENTS 28,263 28,263 28,263
SPRUCE GROVE K-1 0 -7,016 0


TY 2024 OtherIncreasesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Description Amount
UNREALIZED GAINS ON INVESTMENTS 11,049,382


TY 2024 OtherLiabilitiesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Description Beginning of Year - Book Value End of Year - Book Value
LEASE LIABILITY 605,624 539,319
CONTRIBUTIONS HELD FOR OTHERS 396,208 0


TY 2024 OtherProfessionalFeesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAL FEES 80,000 80,000   0
INVESTMENT FEES 1,678,323 1,678,323   0
NON-TRUSTEE COMMITTEE MEMBERS 18,500 7,500   11,000
OTHER 9,183 551   8,415


TY 2024 TaxesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 370,318 0   0
SPRUCEGROVE K-1 FOREIGN TAXES PD 0 104,549   0
PAYROLL TAXES 48,996 1,575   47,421