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
ED & IRENE FLEIS EDUCATION FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)10944 LINDEN DRIVE NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRAND RAPIDS, MI495349651
A Employer identification number

20-0302442
B Telephone number (see instructions)

(231) 798-8473
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$1,450,270J 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) 132,210
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 48,578 48,578  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 41,691
b Gross sales price for all assets on line 6a 848,935
7 Capital gain net income (from Part IV, line 2)... 41,691
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,639 0 0
12 Total. Add lines 1 through 11........ 226,118 90,269 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 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
1,663 832 0 831
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,345 673 0 672
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,313 438 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 4,911 0 0 4,911
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,711 10,688 0 10,023
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,943 12,631 0 16,437
25 Contributions, gifts, grants paid....... 86,400 86,400
26 Total expenses and disbursements. Add lines 24 and 25 116,343 12,631 0 102,837
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 109,775
b Net investment income (if negative, enter -0-) 77,638
c Adjusted net income (if negative, enter -0-)... 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............. 75,619 84,861 84,861
2 Savings and temporary cash investments.........      
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) 334,558 Click to see attachment
List of Attached Documents:
// Content
252,032 		252,032
b Investments—corporate stock (attach schedule)....... 501,226 Click to see attachment
List of Attached Documents:
// Content
655,561 		655,561
c Investments—corporate bonds (attach schedule)....... 224,485 Click to see attachment
List of Attached Documents:
// Content
305,065 		305,065
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).......... 206,713 Click to see attachment
List of Attached Documents:
// Content
152,751 		152,751
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) 1,342,601 1,450,270 1,450,270
Liabilities 17 Accounts payable and accrued expenses..........   641
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) Click to see attachment
List of Attached Documents:
// Content
414 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 414 641
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 1,342,187 1,449,629
29 Total net assets or fund balances (see instructions)..... 1,342,187 1,449,629
30 Total liabilities and net assets/fund balances (see instructions). 1,342,601 1,450,270
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
1,342,187
2
Enter amount from Part I, line 27a .....................
2
109,775
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,451,962
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,333
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,449,629
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 FIDELITY PUBLICLY TRADED SECURITIES     2024-12-31
b FIDELITY PUBLICLY TRADED SECURITIES     2024-12-31
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 353,104   341,806 11,298
b 486,273   465,438 20,835
c 9,558     9,558
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       11,298
b       20,835
c       9,558
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 41,691
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 1,079
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 1,079
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 1,079
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 560
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 900
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,460
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 10 381
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow381 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 arrowTHEODORE FLEIS Telephone no.right arrow (231) 798-8473

Located atright arrow6060 GRAND HAVEN ROADNORTON SHORESMI ZIP+4right arrow49441
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
THEODORE A FLEIS PRESIDENT
8.00 		0 0 0
6060 GRAND HAVEN ROAD
MUSKEGON,MI49441
EDWARD M FLEIS DIRECTOR
2.00 		0 0 0
4200 BLUFF LANE
CEDAR,MI49621
JOAN GAUTHIER DIRECTOR
1.00 		0 0 0
3083 ALPINE RD
CEDAR,MI49621
LAWRENCE FLEIS DIRECTOR
4.00 		0 0 0
9550 CONSERVATION
ADA,MI49301
BENADETTE DENOYER DIRECTOR
1.00 		0 0 0
5544 KABOT ROAD
CEDAR,MI49621
SHIRLEY MILOWSKI DIRECTOR
1.00 		0 0 0
PO BOX 92
CEDAR,MI49621
NOREEN SAVAGE DIRECTOR
1.00 		0 0 0
327 COLLINDALE SW
WALKER,MI49534
DONALD THOMPSON DIRECTOR
1.00 		0 0 0
10944 LINDEN DR NW
GRAND RAPIDS,MI49534
DOUG WATKOSKI DIRECTOR
1.00 		0 0 0
10944 LINDEN DR NW
GRAND RAPIDS,MI49534
BECKY SORDELET DIRECTOR
1.00 		0 0 0
10944 LINDEN DR NW
GRAND RAPIDS,MI49534
JASON FLEIS DIRECTOR
1.00 		0 0 0
10944 LINDEN DR NW
GRAND RAPIDS,MI49534
ERIC CWENGROS DIRECTOR
1.00 		0 0 0
10944 LINDEN DR NW
GRAND RAPIDS,MI49534
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
NONE
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 THE FUND GRANTS SCHOLARSHIPS TO STUDENTS PURSUING A POST-HIGH SCHOOL DEGREE/CERTIFICATE. SCHOLARSHIPS ARE AWARDED BASED ON BEING A RESIDENT OR LINEAL DESCENDENT THAT LIVED OR IS LIVING IN SOLON AND CENTERVILLE TOWNSHIPS AND LEELANAU COUNTY, MICHIGAN. SELECTION IS BASED ON A FINANCIAL NEED AS DETERMINED BY THEIR FEDERALLY CALCULATED STUDENT AID INDEX (SAI). THE SELECTION PROCESS IS OVERSEEN BY AN INDEPENDENT THIRD PARTY ORGANIZATION AND IS NOT INFLUENCED BY THE DIRECTORS OF THE FUND. 115,304
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
1,316,195
b
Average of monthly cash balances.......................
1b
80,240
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,396,435
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
1,396,435
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
20,947
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,375,488
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
68,774
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
68,774
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,079
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,079
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
67,695
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
67,695
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
67,695
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
102,837
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
102,837
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 67,695
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...... 15,720
b From 2020...... 15,148
c From 2021...... 16,175
d From 2022...... 36,018
e From 2023...... 45,777
f Total of lines 3a through e ........ 128,838
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 102,837
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..... 67,695
e Remaining amount distributed out of corpus 35,142
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 5 163,980
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) ... 		15,720
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		148,260
10 Analysis of line 9:
a Excess from 2020.... 15,148
b Excess from 2021.... 16,175
c Excess from 2022.... 36,018
d Excess from 2023.... 45,777
e Excess from 2024.... 35,142
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THEODORE FLEIS
6060 GRAND HAVEN ROAD
NORTON SHORES,MI49441
(231) 798-8473
bThe form in which applications should be submitted and information and materials they should include:
CONTACT ABOVE FOR APPLICATION INFORMATION
cAny submission deadlines:
APRIL 30
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LINEAR CONNECTION TO CENTERVILLE OR SOLON TOWNSHIP, MICHIGAN; ATTENDING COLLEGE
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
ZOE KORSON


5282 E KABOT RD
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ZACK YEOMANS


PO BOX 45
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
WILLIAM JACOB SCHAUB


1952 S SCHOMBERG RD
LAKE LEELANAU,MI49653 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
TYLER BUCHHOLZ


9217 GREENBRIAR RD
LAKE ANN,MI49650 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
TESSA STEUP


2408 HUBERTUS AVE
FORT WAYNE,IN46805 		YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
SYDNEY YEOMANS


PO BOX 45
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
SIMEON POPA


417 KRATKY DR
TRAVERSE CITY,MI49696 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
SARAH BUNEK


1453 N EAGLE HWY
LAKE LEELANAU,MI49653 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
RUSSELL CAMPBELL


50 E WILSON ST
PALATINE,IL600575259 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
NICHOLAS DASHNER


7139 S WHISPERING HILLS DR
TRAVERSE CITY,MI49684 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
NATHANIEL GALLA


11267 BROWN AVENUE
ALLENDALE,MI49401 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
NATHAN MUSTARD


9188 S MAPLE CITY RD
MAPLE CITY,MI49664 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
NATALIE PEASE


1314 CHANDLER CT NW
ACWORTH,GA30102 		YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
NAOMI ELENBAAS


PO BOX 486
MAYFIELD,MI49666 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
MIRIAM HAHNENBERG


5211 M 52
WILLIAMSTON,MI48895 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
MICAH REED


4782 RIDGECREST ROAD
WILLIAMSBURG,MI49690 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
MEGAN WILSON


4781 COE RD
BLANCHARD,MI49310 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
MEGAN HAHNENBERG


3310 DALEFORD ROAD
SHAKER HEIGHTS,OH44120 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
MCKENZIE WATKOSKI


5474 LAMONT FARM DR
COOPERSVILLE,MI49404 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
MAYZIE DINGMAN


9392 LAKE ANN RD
TRAVERSE CITY,MI49684 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
MARK STECK


1922 E DARGA RD
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
MADISON GROVES


2817 HILL TOP CT APT 208
TRAVERSE CITY,MI49686 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
MADISON DAMER


4725 WOODARD LANE
FRISCO,TX75036 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
MADELINE PEASE


1314 CHANDLER CT NW
ACWORTH,GA30102 		YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
LILY NOONAN


777 WEST TRAVERSE HIGHWAY
MAPLE CITY,MI49664 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
LILLIAN PATTOK


1730 PHEASANT AVE NW
WALKER,MI49534 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
LEAH FLEIS


10843 E MURRAY CT
SUTTONS BAY,MI49682 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
LAUREN LINT


10766 SOUTH ORCHARD WAY
TRAVERSE CITY,MI49684 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
KIRA VASQUEZ


4303 E HOHNKE RD
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
KEIRA GREENE


10266 E WHITE BIRCH DRIVE
TRAVERSE CITY,MI49684 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
KAYLA KORSON


5716 NORTH NOVOTNY RD
NORTHPORT,MI49670 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
KATHERINE HAHNENBERG


3310 DALEFORD ROAD
SHAKER HEIGHTS,OH44120 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
KARIESUE TAGHON


7506 INDIAN HILL RD
HONOR,MI49640 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
JESSE CWENGROS


3440 DANUBE DR SW
WYOMING,MI49418 		YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
JENNA GALE


8025 S GOOD HARBOR TRL
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
IVY SCHUT


2731 E POPA RD
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ISAIAH DARLING


10032 TERRI JO CT
ALLENDALE,MI49401 		YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ISABELA GAVE


1126-2A BILLINGS CT
GRAND RAPIDS,MI49508 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ISAAC HAHNENBERG


5211 M 52
WILLIAMSTON,MI48895 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
HAYDEN HOLCOMB


6230 SWEET CLOVER LANE
CALEDONIA,MI49316 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
HANNAH HIESTER


4740 FARRELL RD
DEXTER,MI48130 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
HANNAH DASHNER


7139 S WHISPERING HILLS DR
TRAVERSE CITY,MI49684 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
HANNA COOK


14 ABINGTON LN
NEWNAN,GA30263 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
HALEY COHEN


4234 GUILFORD AVENUE
INDIANAPOLIS,IN46205 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
GRETEL FOGLESONG


3875 W CHENEY WOODS TRL
MAPLE CITY,MI49664 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ESME DURBIN


8664 SOUTH SCHOMBERG ROAD
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
EMMA KORSON


5282 E KABOT RD
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
EMMA HERRINGTON


9251 BLACKBURN DRIVE
TRAVERSE CITY,MI49685 		YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
EMILY ALBU


1598 N MACKSEY RD
SUTTONS BAY,MI49682 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ELLA METCALF


6721 SOUTH FRENCH ROAD
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ELLA FLORES


6350 S LAKE SHORE DR
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ELIZABETH EVICH


5555 S SCHOMBERG RD
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ELIZA BARDENHAGEN


305 N PLAMONDON RD
LAKE LEELANAU,MI49653 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ELIJAH DARLING


10032 TERRI JO CT
ALLENDALE,MI49401 		YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ELENA GRANT


2662 S KOHLER RD
SUTTONS BAY,MI49682 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
DREW PETERSON


46 WEST GOLDEN MEADOW DR
MAPLE CITY,MI49664 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
DELLA BUNEK


2601 S SANDY RIDGE ROAD
LAKE LEELANAU,MI49653 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
DANIEL LINT


10766 SOUTH ORCHARD WAY
TRAVERSE CITY,MI49684 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
CLARA HUND


9849 BIRDIE DR
STANWOOD,MI49346 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
CHRISTOPHER APUZZO


36 SUMMIT AVE
GILLETTE,NJ07933 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
CHRISTINA EVICH


5555 S SCHOMBERG RD
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
CHARLOTTE SUTHERLAND


165 SAINT JAMES CIR
UNION GROVE,WI531821800 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
CECELIA SCHAUB


1815 S NORVICK RD
SUTTONS BAY,MI49682 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
CASEY HINTZ


6640 WOODLAND HILLS DR
VILLAGE OF LAKEWOOD,IL60014 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
CAITLYN SIENKIEWICZ


1703 COMANCHE ST
TRAVERSE CITY,MI49686 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
BRIELLE FITZPATRICK


347 BEACH POND RD
VOLUNTOWN,CT06384 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
BASTIAN SANBORN


11066 S LACORE RD
EMPIRE,MI49360 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ALTHEA BARDENHAGEN


7881 E PERTNER RD
SUTTONS BAY,MI49682 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ADRIENNE STALLMAN


5842 E HOHNKE RD
CEDAR,MI49621 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ABIGAIL WILSON


4781 COE RD
BLANCHARD,MI49310 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
ABIGAIL PEASE


1314 CHANDLER COURT NW
ACWORTH,GA30102 		YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
AARON LINGAUR


313 EST 7TH ST
CLARE,MI49684 		N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1,200
Total .................................right arrow 3a 86,400
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 48,578  
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 .....         3,639
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 41,691  
9 Net income or (loss) from special events:         -6,616
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 90,269 -2,977
13Total. Add line 12, columns (b), (d), and (e)..................
13
87,292
(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.)
9 RAISE FUNDS TO INCREASE THE VALUE AND NUMBER OF SCHOLARSHIPS AWARDED
9 EACH YEAR
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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
ED & IRENE FLEIS EDUCATION FOUNDATION
 
Employer identification number

20-0302442
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ED & IRENE FLEIS EDUCATION FOUNDATION
  		Employer identification number
20-0302442
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
LARRY J FLEIS PE FAMILY FOUNDATION
 
9550 CONSERVATION ROAD
 
ADA, MI49301

$ 18,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
TED AND MARY LOU FLEIS
6060 GRAND HAVEN ROAD
 
MUSKEGON, MI49441

$ 21,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ANTOINETTE GAWIN
909 BANNOCK ST UNIT 1221
 
DENVER, CO80204

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ED & IRENE FLEIS EDUCATION FOUNDATION
  		Employer identification number

20-0302442
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ED & IRENE FLEIS EDUCATION FOUNDATION
  		Employer identification number

20-0302442
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
ED & IRENE FLEIS EDUCATION FOUNDATION
EIN:
20-0302442
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,345 673 0 672

TY 2024 InvestmentsCorpBondsSchedule
Name:
ED & IRENE FLEIS EDUCATION FOUNDATION
EIN:
20-0302442
Name of Bond End of Year Book Value End of Year Fair Market Value
CREDIT AGRICOLE CORP AND INVT BK NOTE 69,605 69,605
MORGAN STANLEY FIN LLC SER A MTN 68,163 68,163
CLIFFWATER CORPORATE LENDING FUND I 67,507 67,507
MORGAN STANLEY FIN LLC SER A MTN 49,833 49,833
VANGUARD BD INDEX FDS TOTAL BND MRKT 25,240 25,240
BAIRD CORE PLUS BOND FD INVESTOR CL 14,808 14,808
PIMCO INCOME CL 9,909 9,909

TY 2024 InvestmentsCorpStockSchedule
Name:
ED & IRENE FLEIS EDUCATION FOUNDATION
EIN:
20-0302442
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY 500 INDEX FUND 140,318 140,318
CLIFFWATER ENHANCED LENDING FUND INSTL 81,675 81,675
FIDELITY MID CAP INDEX FUNDS 39,147 39,147
THE PRIVATE SHARES FUND CLASS I 35,893 35,893
EDGEWOOD GROWTH FUND RETAIL CLASS 35,608 35,608
OAKMARK FUND ADVISOR CLASS 32,091 32,091
MFS INTERNATIONAL EQUITY FUND CL I 16,912 16,912
FIDELITY SMALL CAP INDEX FUND 16,728 16,728
MFS MID CAPI VALUE FUND CL 16,693 16,693
FIDELITY EMERGING MARKETS INDEX FUND 10,780 10,780
BROADCOM 9,969 9,969
ENBRIDGE INC COM 9,844 9,844
RIO TINTO ADR EACH REP 1 ORD 9,821 9,821
CITIGROUP INC 9,080 9,080
MEDTRONIC PLC 8,627 8,627
UNITEDHEALTH GROUP INC 8,094 8,094
ARTISAN MID CAP 8,022 8,022
ENTERGY CORP 7,885 7,885
HERSHEY COMPANY COM 7,790 7,790
FIDELITY EMERGING MARKETS 7,752 7,752
CORNING INC 7,698 7,698
VERIZON COMMUNICATIONS INC 7,678 7,678
CHEVRON CORP NEW COM 7,677 7,677
AMERICAN ELEC PWR CO INC COM 7,563 7,563
LYONDELLBASELL INDUSTRIES N V COM 7,353 7,353
BOSTON PARTNERS SM CAP VALUE II INST 7,076 7,076
AIR PRODUCTS AND CHEMICALS INC 6,961 6,961
TAIWAN SEMICONDUCTOR MANUFACTURING SPON 6,912 6,912
LOCKHEED MARTIN CORP COM 6,803 6,803
KROGER CO COM 6,543 6,543
EVERSOURCE ENERGY 6,260 6,260
COCA-COLA 6,226 6,226
JOHNSON AND JOHNSON COM 6,074 6,074
GENUINE PARTS CO COM 6,072 6,072
JPMORGAN CHASE AND CO 5,753 5,753
EVERGY INC COM 5,601 5,601
UNITED PARCEL SERVICE INC 5,548 5,548
GRANDEUR PEAK INTL OPPORT FUND INST 5,131 5,131
KENVUE INC COM 4,654 4,654
PROCTER AND CAMBLE CO COM 4,527 4,527
WASATCH SMALL CAP GROWTH FUND INSTL CL 4,001 4,001
GENERAL DYNAMICS CORP COM 3,952 3,952
WILLIAMS-SONOMA INC 3,148 3,148
PAYCHEX INC COM 1,963 1,963
FIDELITY INTERNATL INDEX FUND 1,658 1,658

TY 2024 InvestmentsGovtObligationsSch
Name:
ED & IRENE FLEIS EDUCATION FOUNDATION
EIN:
20-0302442
US Government Securities - End of Year Book Value:

155,937
US Government Securities - End of Year Fair Market Value:

155,937
State & Local Government Securities - End of Year Book Value:


96,095
State & Local Government Securities - End of Year Fair Market Value:


96,095


TY 2024 InvestmentsOtherSchedule2
Name:
ED & IRENE FLEIS EDUCATION FOUNDATION
EIN:
20-0302442
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SUNDANCE BAY INCOME AND GROWTH FUND LP FMV 95,164 95,164
SCHWAB INTERNATIONAL EQUITY ETF FMV 31,968 31,968
REALTY INCOME CORP FMV 9,667 9,667
AMERICAN TOWER CORP NEW COM FMV 7,887 7,887
EQUITY RESIDENTIAL SBI FMV 4,449 4,449
SIMON PROPERTY GROUP INC FMV 3,616 3,616

TY 2024 LegalFeesSchedule
Name:
ED & IRENE FLEIS EDUCATION FOUNDATION
EIN:
20-0302442
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,663 832 0 831


TY 2024 OtherDecreasesSchedule
Name:
ED & IRENE FLEIS EDUCATION FOUNDATION
EIN:
20-0302442
Description Amount
UNREALIZED GAIN AND LOSSES 2,333


TY 2024 OtherExpensesSchedule
Name:
ED & IRENE FLEIS EDUCATION FOUNDATION
EIN:
20-0302442
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 534 0 0 534
OFFICE EXPENSE 1,171 0 0 1,171
GOLF OUTING EXPENSES 4,821 0 0 4,821
MISC 159 0 0 159
AUCTION EXPENSES 1,795 0 0 1,795
INVESTMENT EXPENSE 10,688 10,688 0 0
ADVERTISING 780 0 0 780
CORPORATE REGISTRATION 20 0 0 20
SHIPPING EXPENSES 743 0 0 743


TY 2024 OtherIncomeSchedule2
Name:
ED & IRENE FLEIS EDUCATION FOUNDATION
EIN:
20-0302442
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NON DIVIDEND DISTRIBUTIONS 3,039 0  
SCHOLARSHIP REFUND 600 0  


TY 2024 OtherLiabilitiesSchedule
Name:
ED & IRENE FLEIS EDUCATION FOUNDATION
EIN:
20-0302442
Description Beginning of Year - Book Value End of Year - Book Value
BOOK FUND DEPOSITS 414 0


TY 2024 TaxesSchedule
Name:
ED & IRENE FLEIS EDUCATION FOUNDATION
EIN:
20-0302442
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 660 438 0 0
OTHER TAX 653 0 0 0