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
BILL & JULIA VAN DOMELEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3910
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTHFIELD, MI48037
A Employer identification number

38-2916030
B Telephone number (see instructions)

(269) 567-4500
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$212,683,390J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,655,354 4,650,658  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,878,361
b Gross sales price for all assets on line 6a 25,538,274
7 Capital gain net income (from Part IV, line 2)... 3,878,361
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........ 8,533,715 8,529,019  
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)......... Click to see attachment
List of Attached Documents:
// Content
895 448   447
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
297,963 187,827   110,136
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
110,315 35,315   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 409,173 223,590   110,583
25 Contributions, gifts, grants paid....... 9,725,000 9,725,000
26 Total expenses and disbursements. Add lines 24 and 25 10,134,173 223,590   9,835,583
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,600,458
b Net investment income (if negative, enter -0-) 8,305,429
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............. 21,380 20,487 20,487
2 Savings and temporary cash investments......... 2,016,113 2,874,668 2,874,668
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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)      
b Investments—corporate stock (attach schedule)....... 101,140,829 Click to see attachment
List of Attached Documents:
// Content
106,581,228 		198,893,524
c Investments—corporate bonds (attach schedule)....... 20,226,935 Click to see attachment
List of Attached Documents:
// Content
12,378,614 		10,894,711
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 123,405,257 121,854,997 212,683,390
Liabilities 17 Accounts payable and accrued expenses..........    
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)......... 0 0
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 123,405,257 121,854,997
29 Total net assets or fund balances (see instructions)..... 123,405,257 121,854,997
30 Total liabilities and net assets/fund balances (see instructions). 123,405,257 121,854,997
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
123,405,257
2
Enter amount from Part I, line 27a .....................
2
-1,600,458
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
50,198
4
Add lines 1, 2, and 3 ..........................
4
121,854,997
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
121,854,997
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 SCHWAB 1960 ST COVERED P    
b SCHWAB 9148 ST COVERED P    
c SCHWAB 9850 ST COVERED P    
d ST WASH SALE DISALLOWED P    
e SCHWAB 1960 LT COVERED P    
SCHWAB 9148 LT COVERED P    
SCHWAB 9850 LT COVERED P    
PMT 896000 LT COVERED P    
LT WASH SALE DISALLOWED P    
CAPITAL GAINS DIVIDENDS P    
(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 911,559   915,354 -3,795
b 1,602,618   1,497,765 104,853
c 140   220 -80
d 9,411     9,411
e 1,639,702   1,102,805 536,897
2,516,711   1,996,018 520,693
309,383   61,484 247,899
17,013,785   16,086,267 927,518
2,634     2,634
1,532,331     1,532,331
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       -3,795
b       104,853
c       -80
d       9,411
e       536,897
      520,693
      247,899
      927,518
      2,634
      1,532,331
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 3,878,361
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) 1 115,445
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........................... 3 115,445
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- ..... 5 115,445
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 79,227
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 75,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 154,227
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 38,782
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow38,782 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 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 arrowN/A
14
The books are in care ofright arrowPLANTE MORAN TRUST Telephone no.right arrow (616) 643-0486

Located atright arrow3000 TOWN CENTER SUITE 400SOUTHFIELDMI ZIP+4right arrow48075
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
JULIA VAN DOMELEN PRESIDENT, SECRETARY AND DIRECTOR
1.00 		0 0 0
PO BOX 3910
SOUTHFIELD,MI48037
ARTHUR E ALBIN TREASURER & DIRECTOR
0.25 		0 0 0
PO BOX 3910
SOUTHFIELD,MI48037
GEORGE H LENNON DIRECTOR
1.00 		0 0 0
PO BOX 3910
SOUTHFIELD,MI48037
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
PLANTE MORAN TRUST ADVISOR 220,272
3000 TOWN CENTER SUITE 400
SOUTHFIELD,MI48075
BOSTON PARTNERS INVESTMENT MANAGER 53,067
ONE BEACON STREET - 30TH FLOOR
BOSTON,MA02108
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
215,482,070
b
Average of monthly cash balances.......................
1b
855,091
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
216,337,161
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
216,337,161
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,245,057
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
213,092,104
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,654,605
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
10,654,605
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
115,445
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
115,445
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,539,160
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
10,539,160
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
10,539,160
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
9,835,583
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
9,835,583
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 10,539,160
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 9,233,889
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$ 9,835,583
a Applied to 2023, but not more than line 2a 9,233,889
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..... 601,694
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 .......... 		9,937,466
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).)
JULIA VAN DOMELEN
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

THE IMMOKALEE FOUNDATION

2375 TAMIAMI TRL N STE 308
NAPLES,FL34103 		N/A PC GENERAL 25,000

HEALTHCARE NETWORK

1454 MADISON AVENUE WEST
IMMOKALEE,FL34142 		N/A PC GENERAL 5,000,000

NAPLES CHILDREN & EDUCATION FOUNDATION INC

2590 GOODLETTE FRANK ROAD NORTH
NAPLES,FL34103 		N/A PC GENERAL 1,000,000

NCH HEALTHCARE SYSTEM INC

350 7TH STREET NORTH
NAPLES,FL34102 		N/A PC GENERAL 1,500,000

GRACE PLACE FOR CHILDREN AND FAMILIES INC

PO BOX 990531
NAPLES,FL34116 		N/A PC GENERAL 200,000

BILL AND JULIA VAN DOMELEN FOUNDATION DONOR ADVISED FUND

PO BOX 3910
SOUTHFIELD,MI48037 		N/A PC GENERAL 1,900,000

GUADALUPE CENTER

2640 GOLDEN GATE PKWY STE 205
NAPLES,FL34105 		N/A PC GENERAL 100,000
Total .................................right arrow 3a 9,725,000
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 ........... 		         
4 Dividends and interest from securities ....     14 4,655,354  
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 3,878,361  
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 8,533,715 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,533,715
(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 InvestmentsCorpBondsSchedule
Name:
BILL & JULIA VAN DOMELEN FOUNDATION
EIN:
38-2916030
Name of Bond End of Year Book Value End of Year Fair Market Value
FEDERATED HERMES TOTAL RETURN BOND R6 10,274,933 9,006,529
PIMCO INCOME INSTITUTIONAL FUND 2,103,681 1,888,182

TY 2024 InvestmentsCorpStockSchedule
Name:
BILL & JULIA VAN DOMELEN FOUNDATION
EIN:
38-2916030
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 56,549 65,717
ADEIA INC. 53,459 68,977
ALIBABA GROUP HOLDING LTD ADR 90,724 42,480
ALLEGION PLC 20,858 24,437
ALLISON TRANSMISSION HOLDINGS INC CORP COMMON 14,764 31,554
ALPHABET INC CLASS C CAPITAL STOCK 62,053 187,203
ALPHABET INC COM CL A 125,232 349,448
AMAZON.COM, INC. 184,015 409,821
AMERICAN EXPRESS COMPANY 48,351 83,101
AMERICAN FUNDS EUROPACIFIC GROWTH F3 2,692,196 2,620,746
AMGEN INC 54,038 55,516
AON PLC 56,155 64,290
APPLIED MATERIALS INC 11,590 35,453
ASHLAND INC. 40,099 28,798
ASSURED GUARANTY LTD CORP COMMON 73,295 127,004
AUTODESK INC 93,636 178,820
AUTOZONE INC COM 22,106 64,040
AVNET INC 74,541 95,013
AXIS CAPITAL HOLDINGS LIMITED 66,850 130,537
BEACON ROOFING SUPPLY, INC. 126,366 150,338
BELDEN INC. 30,317 63,174
BGC GROUP INC 50,399 95,202
BLOCK INC 81,653 64,932
BOEING COMPANY 265,269 275,943
BOOKING HOLDINGS INC 12,189 29,811
BOYD GAMING CORPORATION 48,972 58,395
BRADY CORPORATION 39,668 50,661
BRINKS CO BRINK'S CORP COMMON 57,964 91,100
BRP GROUP, INC. 28,199 45,543
CACTUS INC 18,624 37,234
CANADIAN NATURAL RES F 16,431 39,267
CARS COM INC 75,768 68,384
CATALYST PHARMACEUTICALS, INC. 29,053 42,617
CENCORA INC 49,566 81,559
CENOVUS ENERGY INC 46,396 44,753
CENTERPOINT ENERGY INC 38,893 50,641
CHAMPIONX CORP COMMON 34,410 65,773
CHEGG, INC. 15,459 22,935
CHUBB LTD 18,917 30,669
CIGNA CORP NEW 9,512 9,389
COCA-COLA EUROPEAN PARTNERS PLC 17,172 30,724
CONCENTRIX CORP COM 55,708 37,212
CONOCOPHILLIPS 48,733 66,642
COUSINS PROP INC 48,480 52,946
CRH PLC 43,854 81,510
DEERE & COMPANY 31,590 67,792
DELL TECHNOLOGIES INC. 21,574 44,252
DIME COMMUNITY BANCSHARES, INC. 38,416 42,353
DISCOVER FINANCIAL SERVICES 65,769 83,670
DISNEY (WALT) CO HOLDING CO. 224,694 220,028
ECOVYST INC 35,341 31,011
ELDORADO GOLD CORPORATION 34,241 47,034
EMPLOYERS HOLDINGS INC CORP COMMON 25,336 33,556
ENACT HOLDINGS INC 47,722 50,966
ENERSYS 93,436 88,918
ESSENT GROUP LTD. 73,621 99,190
EXPEDITORS INTL OF WA 45,148 66,684
FACTSET RESEARCH SYSTEMS 45,223 75,884
FEDERAL AGRICULTURAL MORTGAGE CORPORATION 87,998 153,227
FIRSTCASH HOLDINGS, INC 93,755 100,078
FIRSTENERGY CORP 55,031 54,857
FORTIVE CORP 44,030 49,875
FRONTDOOR, INC. 70,442 116,884
FTI CONSULTING, INC 36,106 42,813
GALLAGHER ARTHUR J 18,592 27,533
GENERAL DYNAMICS CORP 34,193 49,536
GOLDMAN SACHS GRP 17,821 38,366
GRANITE CONSTRUCTION INCORPORATED 38,633 85,868
GRIFFON CORPORATION 63,380 77,114
GROUP 1 AUTOMOTIVE 46,887 71,652
HAEMONETICS CORP 69,812 71,365
HALOZYME THERAPEUTICS INC 24,921 32,559
HANCOCK WHITNEY CORP 70,956 74,364
HERITAGE COMMERCE CORP 26,858 23,244
HUNTINGTON BANCSHARES INC 56,188 69,457
ILLUMINA, INC. 111,649 59,465
INTERCONTINENTAL EXCHANGE INC COM 23,052 32,633
INTERDIGITAL INC 66,747 209,411
INTUITIVE SURGICAL INC 32,960 95,519
JACOBS SOLUTIONS INC 42,201 50,508
JANUS INTERNATIONAL GROUP, INC. 56,257 40,925
JPMORGAN CHASE & CO COM 115,568 233,717
KENVUE INC. 62,421 61,595
LANTHEUS HOLDINGS, INC. 50,850 58,686
LAUREATE EDUCATION, INC. 59,604 98,729
LEIDOS HOLDINGS INC 34,313 50,853
LIVERAMP HOLDINGS, INC. 49,995 47,043
MADDEN STEVEN LTD 43,098 71,901
MARATHON PETROLEUM CORP 22,843 53,010
MASCO CP 19,265 26,561
MCKESSON CORPORATION 45,642 74,658
META PLATFORMS, INC. 116,807 469,579
METHANEX CORPORATION 71,017 77,357
MFS INTERNATIONAL INTRINSIC VALUE R6 5,357,725 4,935,821
MGM RESORTS INTERNATIONAL 22,730 18,468
MICROCHIP TECHNOLOGY INC COM 44,783 38,023
MICRON TECHNOLOGY INC 52,092 63,457
MICROSOFT CORP 91,346 272,711
MONSTER BEVERAGE CORP 83,906 142,543
MORGAN STANLEY NEW 48,256 71,283
NETFLIX.COM 126,738 379,702
NEXSTAR MEDIA GROUP INC 49,738 81,355
NICE LTD. 33,735 31,760
NOMAD FOODS LTD F 49,561 48,259
NOVARTIS AG ADR 49,813 58,581
NOVO-NORDISK A/S ADR 23,774 76,902
NVIDIA CORP 19,887 596,248
NXP SEMICONDUCTORS NV 23,703 25,358
OCEANFIRST FINANCIAL CORP. 28,526 29,666
OLD NATIONAL BANCORP IND 46,820 69,521
OMNICOM GROUP INC COM 49,176 46,290
ORACLE CORPORATION 173,948 419,766
ORION ENGINEERED CARBONS S.A. 45,077 32,101
OSI SYSTEMS, INC. 63,824 100,458
PAYPAL HOLDINGS INC 72,084 58,806
PEAPACK-GLADSTONE FINL CORP 44,094 44,998
PEDIATRIX MEDICAL GROUP, INC. 30,476 39,412
PENNYMAC FINL SVCS INC NEW 72,763 82,018
PEPSICO INC CORP COMMON 28,598,946 47,540,343
PHILLIP MORRIS INTERNATIONAL, INC 84,366 105,908
PHILLIPS 66 21,145 18,912
PHOTRONICS, INC. 40,134 40,924
PREFERRED BK LOS ANGELES CA 62,154 78,347
PRIMORIS SERVICES CORPORATION 35,832 94,583
QUALCOMM INCORPORATED 46,226 89,560
REDWOOD TR INC 50,256 45,638
REGENERON PHARMACEUTICALS INC. 33,900 84,055
ROCHE HOLDING LTD SPONSORED ADR 49,471 48,351
SALESFORCE INC 94,025 204,944
SANOFI ADR 9,516 9,453
SCHLUMBERGER LTD 57,196 64,450
SEI INVESTMENTS CO 54,561 74,562
SELECT WATER SOLUTIONS, INC. 33,652 51,676
SENSATA TECHNOLOGIES HOLDINGS PLC 63,596 51,457
SHOPIFY INC. 81,145 156,837
SIMPLY GOOD FOODS CO 73,493 76,674
SLM CORP 70,497 225,273
SOUTH ST CORP 26,183 40,090
STAGWELL INC. 28,893 35,071
STARBUCKS CORP COMMON 91,142 92,254
STONEX GROUP INC. 40,550 66,718
STRYKER CORP 8,976,089 34,735,104
T ROWE PRICE MID-CAP GROWTH FUND MID CAP CLASS I MF 1,110,500 1,449,117
T. ROWE PRICE INSTL MID CAP EQUITY GR 3,065,537 3,546,133
TECK RESOURCES LIMITED 48,643 44,502
TEGNA INC. 72,338 76,855
TESLA MOTORS INC 342,408 664,721
THE HACKETT GROUP, INC. 26,086 35,820
THERMO FISHER SCIENTIFIC, INC. 75,124 72,832
T-MOBILE US INC 28,326 49,444
ULTRA CLEAN HOLDINGS, INC. 54,379 66,184
UNITED RENTALS INC 7,102 33,109
UNITEDHEALTH GROUP INC 72,045 97,125
VALMONT INDUSTRIES, INC. 46,469 55,814
VANGUARD EXTENDED MARKET ETF 2,304,629 4,363,845
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF 3,609,976 4,788,267
VANGUARD INTERNATIONAL GROWTH ADMIRAL 1,509,667 1,918,630
VANGUARD S&P 500 ETF 16,449,736 38,910,895
VERTEX PHARMACEUTICALS INC 64,004 128,461
VIPER ENERGY, INC. 57,745 136,611
VISA INC. CLASS A 180,220 319,200
VOYA FINANCIAL INC 68,027 71,583
WEATHERFORD INTERNATIONAL PLC 52,454 56,946
WELLS FARGO & CO NEW 42,009 67,009
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP 29,905 61,996
WHITE MTNS INS GROUP LTD 49,483 97,253
WILLSCOT MOBILE MINI HOLDINGS CORP. 28,392 26,124
WINTRUST FINANCIAL CORP COMMON 77,078 117,352
WORKDAY INC CLASS A 30,646 54,960
WORLD KINECT CORPORATION 62,083 72,406
YUM BRANDS INC. 7,711,468 19,657,392
YUM CHINA HLDGS INC 3,293,630 6,984,650
BLUE OWL CAPITAL CORPORATION 46,548 46,297
AZZ INC. 43,991 46,039
ABERCROMBIE & FITCH CO. 50,291 53,211
ACADEMY SPORTS AND OUTDOORS, INC. 41,430 42,457
ADDUS HOMECARE CORPORATION 42,030 50,265
ADTALEM GLOBAL EDUCATION INC 50,419 54,510
AMPHASTAR PHARMACEUTICALS, INC. 30,463 26,325
ARCHROCK, INC. 35,256 49,506
ARROW ELECTRONICS, INC. 46,168 43,777
ATMUS FILTRATION TECHNOLOGIES INC. 34,786 44,469
AUTONATION INC 39,547 43,989
AXCELIS TECHNOLOGIES, INC. 60,292 39,407
AXOS FINANCIAL, INC. 45,121 45,891
BEAZER HOMES USA, INC. 66,365 60,522
BENCHMARK ELECTRONICS, INC. 42,036 38,772
BLUE OWL CAPITAL INC. 43,628 57,406
BYLINE BANCORP, INC. 46,523 48,459
CADENCE BANCORPORATION 36,189 38,171
COLUMBIA BANKING SYSTEM, INC 55,925 55,749
COMMERCIAL METALS COMPANY 32,765 29,760
CORPAY INC 49,796 65,653
DELTA AIR LINES INC 48,622 49,368
DIAMONDBACK ENERGY INC 84,116 76,509
ELEMENT SOLUTIONS INC 41,801 38,501
EMERSON ELECTRIC COMPANY 46,853 53,042
FIDELITY NATL INFORMATION SVCS INC 72,169 81,012
FIRST ADVANTAGE CORPORATION 59,129 68,009
FIRST AMERICAN FINANCIAL CORP 61,279 63,377
FIRST INDUSTRY REALTY TRUST INC. 29,434 30,629
GOLUB CAPITAL BDC INC 38,190 36,778
GRAND CANYON EDUCATION INC 86,110 100,409
HEWLETT PACKARD ENTERPRISE CO 33,698 33,541
HOLOGIC 39,999 36,910
HOME BANCSHARES, INC. 38,448 40,724
HOME DEPOT INC 44,814 50,569
HONEYWELL INTL INC 96,218 105,942
HUMANA INC 9,413 9,387
INSTALLED BUILDING PRODUCTS, INC. 29,834 24,009
JOHNSON & CORP COMMON 9,392 9,400
KBR INC 27,095 24,041
KEMPER CORPORATION 50,007 48,169
KEYSIGHT TECHNOLOGIES INC 44,038 45,940
KINROSS GOLD CORPORATION 30,735 33,956
KNIFE RIVER CORPORATION 28,580 36,895
LPL FINANCIAL HOLDINGS INC. 71,122 90,770
LENNAR CORP 42,174 36,684
LIBERTY MEDIA CORPORATION SERIES A LIBERTY LIVE 12,564 23,296
MAGNITE, INC. 102,843 121,947
MATSON, INC. 43,417 43,149
MERCHANTS BANCORP 35,515 29,431
MERITAGE HOMES CORP COMMON 60,323 55,529
NEWPARK RESOURCES, INC. 37,488 34,914
NEXTERA ENERGY INC. 35,331 35,128
NIKE, INC. 55,625 55,390
NORFOLK SO CP 73,123 67,124
NORTHEAST BANK 30,464 44,856
OLAPLEX HOLDINGS, INC. 36,149 27,010
PPL CORP 50,696 47,749
PERDOCEO EDUCATION CORPORATION 60,951 80,257
PRICESMART, INC. 61,600 62,030
RESIDEO TECHNOLOGIES INC 29,826 36,396
ROBERT HALF INTL INC 33,864 35,582
CEDAR FAIR, L.P. 43,093 50,889
STERLING INFRASTRUCTURE, INC. 33,446 42,955
SYSCO CORP COM 88,334 87,700
TAYLOR MORRISON HOME CORP 59,369 57,537
TRIMBLE INC 29,398 33,987
UBER TECHNOLOGIES INC 47,366 46,145
UNITED CONTINENTAL HOLDINGS INC 39,390 46,802
UNIVERSAL CORP VA 37,138 40,362
UTZ BRANDS, INC. 40,104 37,412
VERINT SYSTEMS INC. 36,887 40,653
ZIONS BANCORP 56,381 59,512
FLEXTRONICS INTL LTD ORD 47,098 62,998
ASTRAZENECA PLC SPONS ADR 35,477 35,184
MEDTRONIC PLC 9,476 9,346
SMURFIT WESTROCK PLC 37,038 44,165
JPMORGAN CORE PLUS BOND MF CLASS R6 9,100,000 8,977,111
ABBVIE INC. 170,477 143,256

TY 2024 LegalFeesSchedule
Name:
BILL & JULIA VAN DOMELEN FOUNDATION
EIN:
38-2916030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSES 895 448   447


TY 2024 OtherIncreasesSchedule
Name:
BILL & JULIA VAN DOMELEN FOUNDATION
EIN:
38-2916030
Description Amount
TAX BASIS ADJUSTMENT 50,198


TY 2024 OtherProfessionalFeesSchedule
Name:
BILL & JULIA VAN DOMELEN FOUNDATION
EIN:
38-2916030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PLANTE MORAN FINANCIAL ADVISORS-INVESTMENT FEES 77,691 77,691   0
PLANTE MORAN TRUST- AGENT FEES 220,272 110,136   110,136


TY 2024 TaxesSchedule
Name:
BILL & JULIA VAN DOMELEN FOUNDATION
EIN:
38-2916030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 75,000 0   0
FOREIGN TAX 35,315 35,315   0