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
SUZANNE UPJOHN DELANO PARISH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)211 SOUTH ROSE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KALAMAZOO, MI49007
A Employer identification number

38-2484268
B Telephone number (see instructions)

(269) 388-9800
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$41,459,338J 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      
4 Dividends and interest from securities... 880,674 880,674  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,553,884
b Gross sales price for all assets on line 6a 8,690,153
7 Capital gain net income (from Part IV, line 2)... 1,553,884
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).......      
12 Total. Add lines 1 through 11........ 2,434,558 2,434,558  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,900 5,950   5,950
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
207,191 186,472   20,719
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
65,916 21,518   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,775 17   10,758
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 295,782 213,957   37,427
25 Contributions, gifts, grants paid....... 3,377,418 3,377,418
26 Total expenses and disbursements. Add lines 24 and 25 3,673,200 213,957   3,414,845
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,238,642
b Net investment income (if negative, enter -0-) 2,220,601
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.............      
2 Savings and temporary cash investments......... 296,312 946,253 946,253
3 Accounts receivable right arrow27,673
Less: allowance for doubtful accounts right arrow   22,359 27,673 27,673
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,570,519 Click to see attachment
List of Attached Documents:
// Content
5,329,124 		5,189,142
b Investments—corporate stock (attach schedule)....... 2,256,145 Click to see attachment
List of Attached Documents:
// Content
2,258,248 		5,070,646
c Investments—corporate bonds (attach schedule)....... 5,195,224 Click to see attachment
List of Attached Documents:
// Content
4,376,928 		4,391,978
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).......... 15,493,957 Click to see attachment
List of Attached Documents:
// Content
13,964,333 		25,628,646
14 Land, buildings, and equipment: basis right arrow39,000
Less: accumulated depreciation (attach schedule) right arrow   39,000 39,000 205,000
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,873,516 26,941,559 41,459,338
Liabilities 17 Accounts payable and accrued expenses.......... 279 279
18 Grants payable.................    
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)    
23 Total liabilities (add lines 17 through 22)......... 279 279
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...........    
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........ 22,173,197 22,173,197
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 5,700,040 4,768,083
29 Total net assets or fund balances (see instructions)..... 27,873,237 26,941,280
30 Total liabilities and net assets/fund balances (see instructions). 27,873,516 26,941,559
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
27,873,237
2
Enter amount from Part I, line 27a .....................
2
-1,238,642
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
306,685
4
Add lines 1, 2, and 3 ..........................
4
26,941,280
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
26,941,280
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
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 224,576   207,600 16,976
b 8,323,528   6,928,669 1,394,859
c 142,049     142,049
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       16,976
b       1,394,859
c       142,049
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 1,553,884
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 30,866
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 30,866
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 30,866
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 35,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 45,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 14,134
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow14,134 Refundedright arrow 11 0
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
Yes
 
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTIFFANY CLUBS CO GREENLEAF TRUST Telephone no.right arrow (269) 388-9800

Located atright arrow211 SOUTH ROSE STREETKALAMAZOOMI 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)
 
No
(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
 
 
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
P WILLIAM PARISH PRESIDENT
1.00 		0 0 0
211 SOUTH ROSE STREET
KALAMAZOO,MI49007
PRESTON L PARISH VICE PRESIDENT
1.00 		0 0 0
211 SOUTH ROSE STREET
KALAMAZOO,MI49007
TIFFANY CLUBS SECRETARY/TREASURER
1.00 		0 0 0
211 SOUTH ROSE STREET
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
NONE
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
GREENLEAF TRUST INVESMENT MANAGEMENT 207,191
211 SOUTH ROSE STREET
KALAMAZOO,MI49007
Total number of others receiving over $50,000 for professional services.............right arrow0
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
40,745,608
b
Average of monthly cash balances.......................
1b
804,037
c
Fair market value of all other assets (see instructions)................
1c
205,000
d
Total (add lines 1a, b, and c).........................
1d
41,754,645
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
41,754,645
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
626,320
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
41,128,325
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,056,416
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
2,056,416
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
30,866
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
30,866
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,025,550
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,025,550
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
2,025,550
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
3,414,845
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
3,414,845
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 2,025,550
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
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...... 118,770
f Total of lines 3a through e ........ 118,770
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,414,845
a Applied to 2023, but not more than line 2a 0
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..... 2,025,550
e Remaining amount distributed out of corpus 1,389,295
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 1,508,065
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 .......... 		0
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 ...... 		1,508,065
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 118,770
e Excess from 2024.... 1,389,295
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

ARTS COUNCIL OF GREATER KALAMAZOO

359 S KALAMAZOO MALL
KALAMAZOO,MI49007 		NONE PC GENERAL OPERATING SUPPORT 10,000

BIG BROTHERS BIG SISTERS

3501 COVINGTON ROAD
KALAMAZOO,MI49001 		NONE PC ONE-TO-ONE MENTORING 25,000

BLACK ARTS & CULTURAL CENTER

359 S KALAMAZOO MALL STE 202
KALAMAZOO,MI49007 		NONE PC GENERAL OPERATING FUNDS 20,000

BLACK ARTS & CULTURAL CENTER

359 S KALAMAZOO MALL STE 202
KALAMAZOO,MI49007 		NONE PC OPERATING SUPPORT 20,000

BOYS & GIRLS CLUB OF GREATER KALAMAZOO

4000 PORTAGE ST STE 201
KALAMAZOO,MI49001 		NONE PC GENERAL OPERATING SUPPORT 45,000

BRONSON HEALTH FOUNDATION

601 JOHN ST
KALAMAZOO,MI49007 		NONE PC BRONSON NEW KALAMAZOO URGENT CARE CENTER 50,000

BUILDING BLOCKS OF KALAMAZOO

1009 E STOCKBRIDGE AVE
KALAMAZOO,MI49001 		NONE PC GENERAL OPERATING SUPPORT 15,000

CAN-DO KITCHEN

3501 LAKE ST
KALAMAZOO,MI49048 		NONE PC CAN-DO KALAMAZOO CAPITAL CAMPAIGN 25,000

CHEFF THERAPEUTIC RIDING CENTER

8450 NORTH 43RD STREET
AUGUSTA,MI49012 		NONE PC THEREAPY ARENA - RAISE THE ROOF CAPITAL CAMPAIGN 2024 100,000

COMMUNITIES IN SCHOOLS OF KALAMAZOO

180 EAST WATER STREETSUITE 2000
KALAMAZOO,MI49007 		NONE PC INTEGRATED STUDENT SUPPORTS 65,000

COMMUNITY HEALING CENTERS

2615 STADIUM DR
KALAMAZOO,MI49008 		NONE PC GENERAL OPERATING SUPPORT FOR COMMUNITY HEALING CENTERS 100,000

COMMUNITY HOMEWORKS

810 BRYANT STREET
KALAMAZOO,MI49001 		NONE PC HOUSING EQUITY THROUGH CRITICAL REPAIRS 10,000

ECOFLIGHT

307 L AABC
ASPEN,CO81611 		NONE PC OVERFLIGHTS TO PROTECT IMPERILED WILDLANDS, WATERSHEDS, AND CULTURALLY SENSITIVE LANDSCAPES 40,000

ECOFLIGHT

307 L AABC
ASPEN,CO81611 		NONE PC OVERFLIGHTS TO PROTECT IMPERILED WILDLANDS, WATERSHEDS, AND CULTURALLY SENSITIVE LANDSCAPES 40,000

ECUMENICAL SENIOR CENTER

702 N BURDICK ST
KALAMAZOO,MI49007 		NONE PC BUILDING EXPANSION PROJECT PAYMENT 2 OF 3 50,000

FAMILY AND CHILDREN SERVICES INC

1608 LAKE STREET
KALAMAZOO,MI49001 		NONE PC PROGRAM OPERATING SUPPORT FOR THERAPEUTIC RESIDENTIAL SERVICES FOR YOUTH IN FOSTER CARE 50,000

FARMERS ALLEY THEATRE

221 FARMERS ALLEY
KALAMAZOO,MI49007 		NONE PC FLOOR REPLACEMENT 20,000

FIRST CONGREGATIONAL CHURCH OF KALAMAZOO

345 W MICHIGAN AVE
KALAMAZOO,MI49007 		NONE PC TOWARDS CHILDRENS NATURE PLAYSCAPE AT THE DISCRETION OF FIRST CONGREGATIONAL CHURCH OF KALAMAZOO 50,000

FLOW

153 1/2 E FRONT STREETSUITE 203C
TRAVERSE CITY,MI49684 		NONE PC ENSURING THE WATERS OF THE GREAT LAKES BASIN ARE HEALTHY, PUBLIC, AND PROTECTED FOR ALL 30,000

GIRL SCOUTS HEART OF MICHIGAN

601 W MAPLE ST
KALAMAZOO,MI49008 		NONE PC KALAMAZOO COUNTY GIRL SCOUTING 66,000

GIRLS BUILD KALAMAZOO INC

601 W MAPLE ST
KALAMAZOO,MI49008 		NONE PC GENERAL OPERATING SUPPORT 35,000

GIRLS ON THE RUN - GREATER KALAMAZOO

3901 EMERALD DR SUITE E
KALAMAZOO,MI49001 		NONE PC PARISH FOUNDATION GRANT, 2024 SPRING PROGRAM 20,000

GUARDIAN FINANCE & ADVOCACY SERVICE

693 CAPITAL AVE SWSTE 3
BATTLE CREEK,MI49015 		NONE PC KALAMAZOO UNFUNDED GUARDIANSHIP 9,000

HERITAGE COMMUNITY OF KALAMAZOO

2400 PORTAGE ST
KALAMAZOO,MI49001 		NONE PC MEMORY CARE LEARNING CENTER 110,000

HISPANIC AMERICAN COUNCIL INC

3097 930 LAKE ST STE A
KALAMAZOO,MI49001 		NONE PC INVIRTIENDO EN UNA LATINX COMUNIDAD PROSPERA (INVESTING IN A LATIX THRIVING COMMUNITY) 100,000

HOSPITAL HOSPITALITY HOUSE

828 S BURDICK
KALAMAZOO,MI49001 		NONE PC GENERAL OPERATING SUPPORT 35,000

IRVING S GILMORE INTL KEYBOARD FESTIVAL

359 S KALAMAZOO MALL STE 101
KALAMAZOO,MI49007 		NONE PC THE GILMORE SEASON OF PROGRAMS FY2025 20,000

JULIUS & ESTHER STULBERG COMPETETION INC

359 S KALAMAZOO MALL STE 14
KALAMAZOO,MI49007 		NONE PC STULBERG INTERNATIONAL STRING COMPETITION 8,000

KALAMAZOO AVIATION HISTORY MUSEUM

6151 PORTAGE ROAD
PORTAGE,MI49002 		NONE PC SCIENCE INSPIRATION SCHOLARSHIP FUND 24,415

KALAMAZOO AVIATION HISTORY MUSEUM

6151 PORTAGE ROAD
PORTAGE,MI49002 		NONE PC SCIENCE INSPIRATION SCHOLARSHIP FUND. CASH DIFFERENCE FROM STOCK PAYMENT 585

KALAMAZOO CIVIC THEATRE

329 S PARK STREET
KALAMAZOO,MI49007 		NONE PC KALAMAZOO CIVIC THEATRES 96TH SEASON, INCLUDING THEATRICAL, EDUCATIONAL AND OUTREACH PROGRAMMING 190,000

KALAMAZOO COLLEGE

1200 ACADEMY ST
KALAMAZOO,MI49006 		NONE PC DOROTHY U. DALTON THEATRE LIGHTING PROJECT 25,000

KALAMAZOO COLLEGE

1200 ACADEMY ST
KALAMAZOO,MI49006 		NONE PC THERMAL INFRASTRUCTURE: LIGHT FINE ARTS 20,000

KALAMAZOO COMMUNITY FOUNDATION

402 EAST MICHIGAN AVENUE
KALAMAZOO,MI49007 		NONE PC KZCF BUSINESS MODEL RESET & OPERATIONAL SUPPORT 50,000

KALAMAZOO COMMUNITY FOUNDATION

402 EAST MICHIGAN AVENUE
KALAMAZOO,MI49007 		NONE PC RX KIDS KALAMAZOO. CASH DIFFERENCE FROM STOCK PAYMENT 1,897

KALAMAZOO COMMUNITY FOUNDATION

402 EAST MICHIGAN AVENUE
KALAMAZOO,MI49007 		NONE PC RX KIDS KALAMAZOO. STOCK PAYMENT 98,103

KALAMAZOO CULTURAL CENTER

359 S KALAMAZOO MALL 203
KALAMAZOO,MI49007 		NONE PC OPERATING SUPPORT 15,000

KALAMAZOO HOUSING ADVOCATES

151 S ROSE ST
KALAMAZOO,MI49007 		NONE PC GENERAL OPERATING SUPPORT 30,000

KALAMAZOO INSTITUTE OF ARTS

314 S PARK STREET
KALAMAZOO,MI49007 		NONE PC GENERAL OPERATING SUPPORT AND AUDIO-VISUAL EQUIPMENT UPGRADES. STOCK PAYMENT 49,020

KALAMAZOO INSTITUTE OF ARTS

314 S PARK STREET
KALAMAZOO,MI49007 		NONE PC GENERAL OPERATING SUPPORT AND AUDIO-VISUAL EQUIPMENT UPGRADES. CASH DIFFERENCE FROM STOCK PAYMENT 980

KALAMAZOO JUNIOR SYMPHONY ORCHESTRA

714 S WESTNEDGE AVENUE
KALAMAZOO,MI49007 		NONE PC HARMONY IN DIVERSITY: BUILDING COMMUNITY THROUGH MUSIC 10,000

KALAMAZOO LOAVES & FISHES

901 PORTAGE ST
KALAMAZOO,MI49001 		NONE PC KALAMAZOO LOAVES & FISHES HUNGER RELIEF PROGRAMS 20,000

KALAMAZOO NATURE CENTER

7000 N WESTNEDGE AVE
KALAMAZOO,MI49009 		NONE PC SUSTAINING ENVIRONMENTAL EDUCATION AND CONSERVATION AT THE KNC 40,000

KALAMAZOO NONPROFIT ADVOCACY COALITION

315 W MICHIGAN AVE
KALAMAZOO,MI49007 		NONE PC OPERATING SUPPORT. CASH DIFFERENCE FROM STOCK PAYMENT 415

KALAMAZOO NONPROFIT ADVOCACY COALITION

315 W MICHIGAN AVE
KALAMAZOO,MI49007 		NONE PC OPERATING SUPPORT. STOCK PAYMENT 14,585

KALAMAZOO SYMPHONY ORCHESTRA

358 SOUTH KALAMAZOO MALL SUITE 100
KALAMAZOO,MI49006 		NONE PC KSO AFTER SCHOOL INITIATIVES: KALAMAZOO KIDS IN TUNE AND ORCHESTRA 25,000

LOCAL JOURNALISM FOUNDATION OF KALAMAZOO

315 W MICHIGAN AVE
KALAMAZOO,MI49007 		NONE PC OPERATING SUPPORT 2025: KEEP BUILDING MOMENTUM 2024 GRANT 117,418

MICHIGAN FESTIVAL OF SACRED MUSIC

PO BOX 50566
KALAMAZOO,MI49005 		NONE PC CONNECTING CHORDS MUSIC FESTIVAL 2024-25 SEASON EVENTS 2,500

MILESTONE SENIOR SERVICES

918 JASPER STREET
KALAMAZOO,MI49001 		NONE PC NEW HOPE/NEW HOME CAPITAL CAMPAIGN 300,000

MINISTRY WITH COMMUNITY INC

500 N EDWARDS ST
KALAMAZOO,MI49007 		NONE PC GENERAL OPERATING SUPPORT 10,000

MRC INDUSTRIES INC

2538 S 26TH ST
KALAMAZOO,MI49048 		NONE PC OPERATING SUPPORT FOR WORKFORCE DEVELOPMENT AND EMPLOYMENT PROGRAM. CASH DIFFERENCE FROM STOCK PAYMENT 1,897

MRC INDUSTRIES INC

2538 S 26TH ST
KALAMAZOO,MI49048 		NONE PC OPERATING SUPPORT FOR WORKFORCE DEVELOPMENT AND EMPLOYMENT PROGRAM. STOCK PAYMENT 98,103

MUNSON HEALTHCARE FOUNDATION

1150 MEDICAL CAMPUS DR
TRAVERSE CITY,MI49684 		NONE PC DESIGNATED TO THE CHARLEVOIX MUNSON HOSPITAL FOR THE ORTHOPEDIC CAMPAIGN/ EQUIPMENT FUND. 10,000

PARKS FOUNDATION OF KALAMAZOO COUNTY

PO BOX 50467
KALAMAZOO,MI49005 		NONE PC ARTHUR E. AND MILDRED H. WOOLLAM NATURE PRESERVE 75,000

PINE REST CHRISTIAN MENTAL HEALTH SERVICES

PO BOX 165
GRAND RAPIDS,MI49501 		NONE PC CAPITAL REQUEST FOR CRISIS STABILIZATION UNIT 125,000

PORTAGE COMMUNITY OUTREACH CENTER

325 E CENTRE AVE
PORTAGE,MI49002 		NONE PC GENERAL OPERATING SUPPORT 40,000

PUBLIC MEDIA NETWORK

359 S KALAMAZOO MALL 300
KALAMAZOO,MI49007 		NONE PC MEDIA ARTS LAB 20,000

PUBLIC MEDIA NETWORK

359 S KALAMAZOO MALL 300
KALAMAZOO,MI49007 		NONE PC SOUTHWEST MICHIGAN JOURNALISM COLLABORATIVE 25,000

ROOTEAD ENRICHMENT CENTER

09550 35TH STREET
GOBLES,MI49055 		NONE PC LIBERATION FOR ALL (GENERAL OPERATIONS) 175,000

SHERMAN LAKE YMCA OUTDOOR CENTER

6225 NORTH 39TH STREET
AUGUSTA,MI49012 		NONE PC SHERMAN LAKE YMCA INTEGRATED EDUCATION PROGRAM 75,000

SLD READ

5250 LOVERS LANE
KALAMAZOO,MI49022 		NONE PC GENERAL OPERATING SUPPORT IN KALAMAZOO COUNTY 20,000

SOUTH MICHIGAN FOOD BANK

5451 WAYNE ROAD
BATTLE CREEK,MI49037 		NONE PC FRESH FOOD AND PANTRY STAPLES DISTRIBUTION 25,000

SPECIAL OLYMPICS MICHIGAN

CENTRAL MICHIGAN UNIVERSITY
MOUNT PLEASANT,MI48859 		NONE PC AREA ASSISTANCE FOR KALAMAZOO ATHLETES WITH INTELLECTUAL DISABILITIES 1,000

THE BARN THEATRE SCHOOL FOR ADVANCED THEATRE TRAINING

13351 M 96
AUGUSTA,MI49012 		NONE PC BARN THEATRE SCHOOL 2025 SEASON PROGRAMMING 25,000

THE RAINBOW CONNECTION

621 W UNIVERSITY
ROCHESTER,MI48307 		NONE PC WISH PROGRAM 5,000

UNITED WAY OF SOUTH CENTRAL MICHIGAN

709 SOUTH WESTNEDGE AVE
KALAMAZOO,MI49007 		NONE PC ANNUAL KALAMAZOO COMMUNITY CAMPAIGN. CASH DIFFERENCE FROM STOCK PAYOUT 1,097

UNITED WAY OF SOUTH CENTRAL MICHIGAN

709 SOUTH WESTNEDGE AVE
KALAMAZOO,MI49007 		NONE PC ANNUAL KALAMAZOO COMMUNITY CAMPAIGN. STOCK PAYMENT 53,903

WELLSPRING-CORI TERRY AND DANCERS

359 S KALAMAZOO MALL 204
KALAMAZOO,MI49007 		NONE PC COMMUNITY ENGAGEMENT THROUGH DANCE (CETD) 20,000

WEST MICHIGAN CANCER CENTER

200 N PARK ST
KALAMAZOO,MI49007 		NONE PC PATIENT CARE SERVICES & SURVIVORSHIP PROGRAMMING 7,000

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI49008 		NONE PC WMUS KALAMAZOO AUTISM CENTER OPERATIONAL SUPPORT 50,000

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI49008 		NONE PC MILLER AUDITORIUM OPERATIONAL SUPPORT 35,000

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI49008 		NONE PC WMUK-FM REPORT FOR AMERICA 16,000

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI49008 		NONE PC THE BOOK OF SILENCE THEATRE PRODUCTION 5,500

YMCA OF GREATER KALAMAZOO

1001 WEST MAPLE STREET
KALAMAZOO,MI49008 		NONE PC THE Y FOR ALL. CASH DIFFERENCE FROM STOCK PAYMENT 1,897

YMCA OF GREATER KALAMAZOO

1001 WEST MAPLE STREET
KALAMAZOO,MI49008 		NONE PC THE Y FOR ALL. STOCK PAYMENT 98,103

YWCA KALAMAZOO

353 E MICHIGAN AVE
KALAMAZOO,MI49007 		NONE PC WOMEN & INFANT SUPPORTIVE HEALTH (WISH) HOME VISITATION PROGRAM 30,000

YWCA KALAMAZOO

353 E MICHIGAN AVE
KALAMAZOO,MI49007 		NONE PC COMMUNITY IMPACT AND VIOLENCE PREVENTION. CASH DIFFERENCE FROM STOCK PAYMENT 2,419

YWCA KALAMAZOO

353 E MICHIGAN AVE
KALAMAZOO,MI49007 		NONE PC COMMUNITY IMPACT AND VIOLENCE PREVENTION. STOCK PAYMENT 122,581
Total .................................right arrow 3a 3,377,418
bApproved for future payment
Total ................................. right arrow 3b 0
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    
4 Dividends and interest from securities ....     14 880,674  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,553,884  
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 2,434,558 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,434,558
(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:
SUZANNE UPJOHN DELANO PARISH FOUNDATION
EIN:
38-2484268
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PLANTE & MORAN, PLLC 11,900 5,950   5,950

TY 2024 InvestmentsCorpBondsSchedule
Name:
SUZANNE UPJOHN DELANO PARISH FOUNDATION
EIN:
38-2484268
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 3.8750% 09/15/25 100,748 99,558
AMAZON COM INC 4.550% 12/01/2027 100,140 100,608
AMERICAN EXPRESS CO 2.5500% 03/04/27 181,960 191,490
AMGEN INC 3.2000% 11/02/27 146,775 144,261
APPLE INC 1.6500% 05/11/30 184,750 193,460
APPLE INC 2.500% 02/09/2025 94,926 99,781
AT&T INC 2.3000% 06/01/27 102,260 94,368
AT&T INC 4.1000% 02/15/28 95,837 97,881
BANK OF AMERICA CORP 3.248% 10/21/27 144,203 144,553
BOOKING HOLDINGS INC 3.5500% 03/15/28 148,025 145,084
COMCAST CORP NEW 5.3500% 11/15/27 101,902 101,947
COSTCO CORP 1.3750% 06/20/27 151,067 139,452
DOMINION ENERGY INC 138,737 138,013
EBAY INC. 2.7000% 03/11/30 189,360 201,893
EBAY INC. 5.9500% 11/22/27 25,629 25,828
GOLDMAN SACHS GROUP INC 3.5000% 11/16/26 196,324 195,532
GOLDMAN SACHS GROUP INC 6.4840% 10/24/29 207,605 209,511
INTERCONTINENTAL EXCHANGE I 4.0000% 09/15/27 147,677 147,816
INTUIT 0.9500% 07/15/25 100,284 98,098
JPMORGAN CHASE & CO 4.5650% 06/14/30 193,120 196,099
MCDONALDS CORP 3.7000% 01/30/26 100,416 99,234
META PLATFORMS INC 4.8000% 05/15/30 251,507 252,170
MICROSOFT CORP 2.7000% 02/12/25 74,569 74,844
MORGAN STANLEY 3.625% 01/20/27 168,382 171,835
NETAPP INC 1.8750% 06/22/25 100,491 98,474
ORACLE CORP 2.950% 05/15/2025 50,004 49,651
PACKAGING CORP AMERICA 3.4000% 12/15/27 102,864 96,328
PAYPAL HOLDINGS INC 2.6500% 10/01/26 92,787 96,852
REPUBLIC SERVICES INC 2.900% 07/01/2026 93,393 97,770
S&P GLOBAL INC 2.9500% 01/22/27 102,674 96,789
STARBUCKS CORP 4.0000% 11/15/28 95,410 96,939
VERIZON COMMUNICATIONS INC 3.500% 11/01/2024 192,096 196,245
VULCAN MATERIALS 4.950% 12/01/2029 99,967 99,719
ZOETIS INC 4.5000% 11/13/25 101,039 99,895

TY 2024 InvestmentsCorpStockSchedule
Name:
SUZANNE UPJOHN DELANO PARISH FOUNDATION
EIN:
38-2484268
Name of Stock End of Year Book Value End of Year Fair Market Value
ADOBE SYSTEMS INC 144,027 167,644
ALPHABET INC.CL C 89,925 463,721
AMAZON.COM INC 294,334 607,710
AMERICAN TOWER CORP 309,305 354,898
APPLE INC 20,463 222,874
BOOKING HOLDINGS INC 112,451 327,916
DOLLAR GENERAL CORP 86,811 68,465
META PLATFORMS INC. CL A 105,684 357,747
MICROSOFT CORPORATION 104,703 372,606
MONDELEZ INTERNATIONAL INC CL A 134,846 182,177
NESTLE SA ADR 70,521 68,167
NIKE INC CL B 74,076 93,452
PAYPAL HOLDINGS INC 91,392 147,656
ROPER TECHNONLOGIES, INC. 60,554 184,547
S&P GLOBAL INC 178,306 310,273
SALESFORCE.COM INC. 58,795 208,288
STRYKER CORP 30,276 113,416
TAIWAN SEMICONDUCTOR MFG CO ADR 104,666 186,628
TJX COMPANIES, INC 46,811 155,241
VISA INC CL A 140,302 477,220

TY 2024 InvestmentsGovtObligationsSch
Name:
SUZANNE UPJOHN DELANO PARISH FOUNDATION
EIN:
38-2484268
US Government Securities - End of Year Book Value:

5,329,124
US Government Securities - End of Year Fair Market Value:

5,189,142
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:
SUZANNE UPJOHN DELANO PARISH FOUNDATION
EIN:
38-2484268
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
TROWE PRICE EMERGING MARKETS DISCOVERY STOCK FUND I AT COST 725,888 734,608
DELAWARE EMERGING MARKETS R6 AT COST 563,054 742,659
ISHARES CORE MSCI EAFE ETF AT COST 1,613,262 1,740,063
ISHARES CORE S&P 500 INDEX AT COST 5,986,086 16,138,662
ISHARES CORE S&P MIDCAP 400 INDEX AT COST 647,867 1,321,159
ISHARES CORE S&P SMALLCAP 600 INDEX AT COST 499,941 925,447
ISHARES MSCI EMERGING INDEX FUND MFC AT COST 986,574 1,009,075
PEAR TREE POLARIS FOREIGN VALUE FUND R6 AT COST 1,300,204 1,246,750
VANGUARD S/T INFLATION PROTECTED SEC ADMIRAL AT COST 438,826 435,278
WCM FOCUSED INTERNATIONAL GROWTH FUND AT COST 1,202,631 1,334,945

TY 2024 OtherExpensesSchedule
Name:
SUZANNE UPJOHN DELANO PARISH FOUNDATION
EIN:
38-2484268
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MICHIGAN ANNUAL REPORT 20 0   20
MAINTENANCE OF ASSETS 2,338 0   2,338
ADR FEES 17 17   0
OTHER EXPENSES 8,400 0   8,400


TY 2024 OtherIncreasesSchedule
Name:
SUZANNE UPJOHN DELANO PARISH FOUNDATION
EIN:
38-2484268
Description Amount
COST BASIS ADJUSTMENT OF STOCK DONATED 306,685


TY 2024 OtherProfessionalFeesSchedule
Name:
SUZANNE UPJOHN DELANO PARISH FOUNDATION
EIN:
38-2484268
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GREENLEAF TRUST CUSTODIAL SERVICES 207,191 186,472   20,719


TY 2024 TaxesSchedule
Name:
SUZANNE UPJOHN DELANO PARISH FOUNDATION
EIN:
38-2484268
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 44,398 0   0
FOREIGN TAX 21,518 21,518   0