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
GREATER LANSING FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
A Employer identification number

38-6057513
B Telephone number (see instructions)

(412) 807-6980
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$16,483,788
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 417,819 415,295  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 394,759
b Gross sales price for all assets on line 6a 3,966,576
7 Capital gain net income (from Part IV, line 2)... 394,759
8 Net short-term capital gain......... 0
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)....... 22,580 22,139  
12 Total. Add lines 1 through 11........ 835,158 832,193  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 169,485 101,691   67,794
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 5,900 0 0 5,900
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 10,459 5,290   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 5,695     5,695
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 191,539 106,981 0 79,389
25 Contributions, gifts, grants paid....... 733,820 733,820
26 Total expenses and disbursements. Add lines 24 and 25 925,359 106,981 0 813,209
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -90,201
b Net investment income (if negative, enter -0-) 725,212
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.............      
2 Savings and temporary cash investments......... 644,137 761,526 761,526
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 13,612,307 Click to see attachment
List of Attached Documents:
// Content
13,409,893
15,721,222
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1
Click to see attachment
List of Attached Documents:
// Content
1
Click to see attachment
List of Attached Documents:
// Content
1,040
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,256,445 14,171,420 16,483,788
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
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........ 14,256,445 14,171,420
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 14,256,445 14,171,420
30 Total liabilities and net assets/fund balances (see instructions). 14,256,445 14,171,420
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
14,256,445
2
Enter amount from Part I, line 27a .....................
2
-90,201
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
20,906
4
Add lines 1, 2, and 3 ..........................
4
14,187,150
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
15,730
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,171,420
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 45. ISHARES CORE S&P 500 ETF   2023-04-25 2024-06-07
b 178. ISHARES CORE S&P 500 ETF   2022-03-01 2024-06-07
c 52. ISHARES CORE S&P 500 ETF   2023-04-25 2024-06-07
d 60. ISHARES CORE S&P 500 ETF   2023-04-25 2024-06-07
e 78. ISHARES CORE S&P 500 ETF   2023-04-25 2024-06-07
448. ISHARES CORE S&P 500 ETF   2022-03-01 2024-06-07
20. ISHARES CORE S&P 500 ETF   2023-04-25 2024-06-07
7. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-06-07
173. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-06-07
28. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-06-07
22. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-06-07
18. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-06-07
64. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-06-07
15. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-06-07
2123.528 LSV SMALL CAP FUND-INST   2022-03-01 2024-06-11
5140.39 LSV SMALL CAP FUND-INST   2022-03-01 2024-06-11
70.39 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2024-06-11
90.364 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2024-06-11
55.84 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2024-06-11
48.235 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2024-06-11
20.327 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2024-06-11
4.481 WCM FOCUSED INTL GROWTH-INS   2022-10-21 2024-06-11
2. ISHARES CORE S&P 500 ETF   2023-04-25 2024-06-11
4295.975 NUANCE MID CAP VALUE-Z   2022-03-01 2024-06-11
10345.036 NUANCE MID CAP VALUE-Z   2022-03-01 2024-06-11
4266.193 SPYGLASS GROWTH FUND-INST   2021-03-24 2024-06-11
10299.703 SPYGLASS GROWTH FUND-INST   2022-01-24 2024-06-11
26.361 PRINCIPAL MIDCAP FUND-R6   2016-08-23 2024-06-11
64.506 PRINCIPAL MIDCAP FUND-R6   2023-04-25 2024-06-11
74.902 PRINCIPAL MIDCAP FUND-R6   2023-04-25 2024-06-11
112.343 PRINCIPAL MIDCAP FUND-R6   2023-04-25 2024-06-11
85.947 PRINCIPAL MIDCAP FUND-R6   2023-04-25 2024-06-11
28.633 PRINCIPAL MIDCAP FUND-R6   2018-01-31 2024-06-11
571.351 TRANSAMERICA SM CAP GROW-I2   2021-01-22 2024-06-11
1375.762 TRANSAMERICA SM CAP GROW-I2   2021-01-22 2024-06-11
1596.904 TRANSAMERICA SM CAP GROW-I2   2021-01-22 2024-06-11
1833.299 TRANSAMERICA SM CAP GROW-I2   2021-01-22 2024-06-11
2401.813 TRANSAMERICA SM CAP GROW-I2   2021-01-22 2024-06-11
612.098 TRANSAMERICA SM CAP GROW-I2   2021-01-22 2024-06-11
5537.893 TRANSAMERICA SM CAP GROW-I2   2021-01-22 2024-06-11
13409.358 TRANSAMERICA SM CAP GROW-I2   2021-01-22 2024-06-11
105.118 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2022-08-19 2024-06-11
254.233 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2023-04-25 2024-06-11
295.099 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2023-04-25 2024-06-11
443.841 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2023-04-25 2024-06-11
338.783 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2023-04-25 2024-06-11
113.113 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2019-05-21 2024-06-11
1023.372 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2019-05-21 2024-06-11
2479.839 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2019-05-24 2024-06-11
113.494 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6   2023-04-25 2024-06-11
271.608 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6   2023-04-25 2024-06-11
315.267 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6   2023-04-25 2024-06-11
361.937 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6   2023-04-25 2024-06-11
474.175 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6   2023-04-25 2024-06-11
120.842 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6   2023-04-25 2024-06-11
1324.689 WASATCH INTL OPPORTUNIT-INST   2019-05-21 2024-08-20
3155.185 WASATCH INTL OPPORTUNIT-INST   2019-05-24 2024-08-20
3662.222 WASATCH INTL OPPORTUNIT-INST   2019-05-21 2024-08-20
12704.819 WASATCH INTL OPPORTUNIT-INST   2019-05-21 2024-08-20
5508.313 WASATCH INTL OPPORTUNIT-INST   2019-05-24 2024-08-20
4204.457 WASATCH INTL OPPORTUNIT-INST   2019-05-24 2024-08-20
1403.751 WASATCH INTL OPPORTUNIT-INST   2019-05-21 2024-08-20
701.279 WASATCH INTL OPPORTUNIT-INST   2023-09-26 2024-08-20
30046.919 WASATCH INTL OPPORTUNIT-INST   2019-05-21 2024-08-20
11.446 DODGE & COX INCOME FUND FD 147   2014-10-29 2024-08-26
.427 DODGE & COX INCOME FUND FD 147   2022-08-18 2024-08-26
1.693 DODGE & COX INCOME FUND FD 147   2022-06-23 2024-08-26
.497 DODGE & COX INCOME FUND FD 147   2022-08-19 2024-08-26
.57 DODGE & COX INCOME FUND FD 147   2022-08-19 2024-08-26
.745 DODGE & COX INCOME FUND FD 147   2018-02-01 2024-08-26
.189 DODGE & COX INCOME FUND FD 147   2014-10-30 2024-08-26
2.242 DODGE & COX INCOME FUND FD 147   2014-10-29 2024-08-26
29.459 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-08-26
22.476 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-08-26
19.575 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-08-26
67.97 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-08-26
16.868 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-08-26
7.509 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-08-26
165.351 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-08-26
4. ISHARES CORE S&P 500 ETF   2023-04-25 2024-08-26
1. ISHARES CORE S&P 500 ETF   2023-04-25 2024-08-26
1. ISHARES CORE S&P 500 ETF   2022-03-01 2024-08-26
1. ISHARES CORE S&P 500 ETF   2023-04-25 2024-08-26
1. ISHARES CORE S&P 500 ETF   2023-04-25 2024-08-26
1. ISHARES CORE S&P 500 ETF   2023-04-25 2024-08-26
1. ISHARES CORE S&P 500 ETF   2023-04-25 2024-08-26
3. ISHARES CORE S&P 500 ETF   2023-03-06 2024-08-26
9. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-08-26
7. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-08-26
6. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-08-26
20. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-08-26
5. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-08-26
3. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-08-26
53. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-08-26
40.585 ALLSPRING CORE BOND FUND   2023-05-25 2024-08-26
516.235 ALLSPRING CORE BOND FUND   2023-05-25 2024-08-26
2094.427 ALLSPRING CORE BOND FUND   2023-05-25 2024-08-26
599.238 ALLSPRING CORE BOND FUND   2023-05-25 2024-08-26
687.981 ALLSPRING CORE BOND FUND   2023-05-25 2024-08-26
901.723 ALLSPRING CORE BOND FUND   2023-05-25 2024-08-26
229.796 ALLSPRING CORE BOND FUND   2023-05-25 2024-08-26
5060.344 ALLSPRING CORE BOND FUND   2023-05-25 2024-08-26
150.544 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-09-26 2024-08-26
1804.807 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-04-25 2024-08-26
822.923 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-09-26 2024-08-26
4348.273 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-04-25 2024-08-26
942.26 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-09-26 2024-08-26
5059.745 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-04-25 2024-08-26
3602.279 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-09-26 2024-08-26
17232.119 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2019-05-21 2024-08-26
1438.552 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-09-26 2024-08-26
7593.58 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-04-25 2024-08-26
1092.317 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-09-26 2024-08-26
5798.874 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-04-25 2024-08-26
284.156 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-09-26 2024-08-26
2017.612 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-04-25 2024-08-26
9486.771 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2023-09-26 2024-08-26
40903.842 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2019-05-24 2024-08-26
2. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-08-26
8. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-08-26
25. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-08-26
8. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-08-26
8. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-08-26
11. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-08-26
3. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-08-26
56. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-08-26
437.647 AMG RR SM CAP VAL-I   2024-06-11 2024-09-20
2140.275 BLACKROCK TOTAL RETURN-I   2024-08-26 2024-09-20
1823.006 DODGE & COX INCOME FUND FD 147   2022-06-23 2024-09-20
56.196 DODGE & COX INCOME FUND FD 147   2014-10-29 2024-09-20
1341.48 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-09-20
489.747 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2021-03-24 2024-09-20
448.934 HARBOR MID CAP VALUE   2024-06-11 2024-09-20
1573.159 WCM FOCUSED INTL GROWTH-INS   2022-10-21 2024-09-20
308. ISHARES CORE S&P 500 ETF   2023-03-06 2024-09-20
740. ISHARES U S TREASURY BOND ETF   2023-05-25 2024-09-20
130. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-09-20
369. ISHARES MSCI INTL QUALITY FACTOR ETF   2023-04-19 2024-09-20
578.615 MERIDIAN SMALL CAP GROW-INSTL CL FD 378   2024-06-11 2024-09-20
210.048 TOUCHSTONE MID CAP-R6   2022-03-01 2024-09-20
1774.072 ALLSPRING CORE BOND FUND   2023-05-25 2024-09-20
205. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-09-20
7. ISHARES CORE S&P 500 ETF   2023-04-25 2024-09-23
1. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-09-23
4. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-09-23
34.849 PZENA EMERG MKTS VALUE-INST   2024-06-07 2024-10-08
538.325 PZENA EMERG MKTS VALUE-INST   2022-09-15 2024-10-08
284.09 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-10-08
216.889 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-10-08
162.703 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-10-08
189.172 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-10-08
717.77 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-10-08
72.363 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-10-08
2156.484 DOUBLELINE TOTAL RETURN BOND FUND CLASS R6   2023-05-25 2024-10-08
4.764 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2024-10-08
10.129 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2024-10-08
9. ISHARES CORE S&P 500 ETF   2023-04-25 2024-10-08
26. ISHARES CORE S&P 500 ETF   2022-03-01 2024-10-08
9. ISHARES CORE S&P 500 ETF   2023-04-25 2024-10-08
12. ISHARES CORE S&P 500 ETF   2023-04-25 2024-10-08
8. ISHARES CORE S&P 500 ETF   2023-04-25 2024-10-08
7. ISHARES CORE S&P 500 ETF   2023-04-25 2024-10-08
3. ISHARES CORE S&P 500 ETF   2023-04-25 2024-10-08
3. ISHARES CORE S&P 500 ETF   2023-03-06 2024-10-08
3. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-10-08
2. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-10-08
1. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-10-08
1. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-10-08
1. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-10-08
1. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-10-08
569.169 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2024-10-08
743.006 TOUCHSTONE SANDS EM GR-R6   2021-03-24 2024-10-08
223.358 ALLSPRING CORE BOND FUND   2023-05-25 2024-10-08
2029.932 ALLSPRING CORE BOND FUND   2023-05-25 2024-10-08
671.457 ALLSPRING CORE BOND FUND   2023-05-25 2024-10-08
880.018 ALLSPRING CORE BOND FUND   2023-05-25 2024-10-08
224.259 ALLSPRING CORE BOND FUND   2023-05-25 2024-10-08
584.852 ALLSPRING CORE BOND FUND   2023-05-25 2024-10-08
503.885 ALLSPRING CORE BOND FUND   2023-05-25 2024-10-08
4729.13 ALLSPRING CORE BOND FUND   2023-05-25 2024-10-08
7. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-10-08
17. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-10-08
8. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-10-08
7. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-10-08
2. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-10-08
6. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-10-08
4. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-10-08
12. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2024-10-08
94. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-11-19
931. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-11-19
307. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-11-19
403. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-11-19
102. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-11-19
267. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-11-19
230. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-11-19
2126. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-11-19
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 24,190   18,518 5,672
b 95,686   77,230 18,456
c 27,953   21,399 6,554
d 32,254   24,691 7,563
e 41,930   32,099 9,831
240,828   186,167 54,661
10,751   8,230 2,521
538   446 92
13,284   11,018 2,266
2,150   1,783 367
1,689   1,401 288
1,382   1,146 236
4,914   4,076 838
1,152   955 197
37,820   34,557 3,263
91,550   83,388 8,162
1,764   1,528 236
2,265   1,962 303
1,399   1,212 187
1,209   1,047 162
509   441 68
112   80 32
1,071   823 248
53,442   57,050 -3,608
128,692   136,583 -7,891
64,249   58,303 5,946
155,114   127,485 27,629
1,082   603 479
2,647   2,122 525
3,074   2,464 610
4,611   3,695 916
3,527   2,827 700
1,175   815 360
3,782   4,845 -1,063
9,108   11,666 -2,558
10,572   13,542 -2,970
12,136   15,546 -3,410
15,900   17,983 -2,083
4,052   5,191 -1,139
36,661   44,277 -7,616
88,770   107,287 -18,517
3,167   3,391 -224
7,660   6,671 989
8,891   7,743 1,148
13,373   11,646 1,727
10,208   8,890 1,318
3,408   3,109 299
30,834   28,171 2,663
74,718   59,910 14,808
5,539   5,036 503
13,254   12,051 1,203
15,385   13,988 1,397
17,663   16,059 1,604
23,140   21,039 2,101
5,897   5,362 535
4,279   4,428 -149
10,191   10,639 -448
11,829   12,256 -427
41,037   40,058 979
17,792   20,260 -2,468
13,580   14,176 -596
4,534   4,692 -158
2,265   1,914 351
97,052   95,670 1,382
148   159 -11
6   5 1
22   21 1
6   6  
7   7  
10   10  
2   3 -1
29   31 -2
266   260 6
203   198 5
177   173 4
613   600 13
152   149 3
68   66 2
1,491   1,458 33
2,254   1,646 608
563   412 151
563   434 129
563   412 151
563   412 151
563   412 151
563   412 151
1,690   1,224 466
816   660 156
635   513 122
544   440 104
1,813   1,467 346
453   367 86
272   220 52
4,805   3,887 918
459   448 11
5,833   5,681 152
23,667   23,046 621
6,771   6,594 177
7,774   7,571 203
10,189   9,922 267
2,597   2,529 68
57,182   55,678 1,504
1,435   1,335 100
17,200   17,338 -138
7,842   7,435 407
41,439   41,588 -149
8,980   8,516 464
48,219   48,393 -174
34,330   32,491 1,839
164,222   185,411 -21,189
13,709   12,998 711
72,367   72,627 -260
10,410   9,870 540
55,263   55,462 -199
2,708   2,579 129
19,228   19,317 -89
90,409   85,756 4,653
389,814   440,056 -50,242
163   127 36
654   509 145
2,043   1,592 451
654   509 145
654   509 145
899   701 198
245   191 54
4,577   3,566 1,011
7,094   6,757 337
21,874   21,702 172
23,881   23,025 856
736   785 -49
12,194   11,832 362
6,269   7,292 -1,023
12,337   11,336 1,001
41,343   28,065 13,278
176,220   125,657 50,563
17,360   17,002 358
11,844   9,533 2,311
14,935   13,292 1,643
7,840   7,406 434
12,015   9,458 2,557
20,207   19,497 710
16,913   13,056 3,857
4,019   2,881 1,138
92   73 19
331   255 76
489   449 40
7,547   5,652 1,895
2,531   2,506 25
1,932   1,913 19
1,450   1,435 15
1,686   1,669 17
6,395   6,331 64
645   638 7
19,214   19,020 194
124   103 21
264   220 44
5,157   3,704 1,453
14,897   11,281 3,616
5,157   3,704 1,453
6,875   4,938 1,937
4,584   3,292 1,292
4,011   2,881 1,130
1,719   1,235 484
1,719   1,224 495
271   220 51
181   147 34
90   73 17
90   73 17
90   73 17
90   73 17
6,972   8,373 -1,401
11,873   13,136 -1,263
2,502   2,456 46
22,735   22,309 426
7,520   7,379 141
9,856   9,671 185
2,512   2,465 47
6,550   6,428 122
5,644   5,538 106
52,966   51,973 993
578   446 132
1,404   1,083 321
661   509 152
578   446 132
165   127 38
495   382 113
330   255 75
991   764 227
8,555   6,893 1,662
84,728   68,271 16,457
27,939   22,513 5,426
36,676   29,552 7,124
9,283   7,480 1,803
24,299   19,579 4,720
20,932   16,866 4,066
193,481   155,901 37,580
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
      139,889
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       5,672
b       18,456
c       6,554
d       7,563
e       9,831
      54,661
      2,521
      92
      2,266
      367
      288
      236
      838
      197
      3,263
      8,162
      236
      303
      187
      162
      68
      32
      248
      -3,608
      -7,891
      5,946
      27,629
      479
      525
      610
      916
      700
      360
      -1,063
      -2,558
      -2,970
      -3,410
      -2,083
      -1,139
      -7,616
      -18,517
      -224
      989
      1,148
      1,727
      1,318
      299
      2,663
      14,808
      503
      1,203
      1,397
      1,604
      2,101
      535
      -149
      -448
      -427
      979
      -2,468
      -596
      -158
      351
      1,382
      -11
      1
      1
       
       
       
      -1
      -2
      6
      5
      4
      13
      3
      2
      33
      608
      151
      129
      151
      151
      151
      151
      466
      156
      122
      104
      346
      86
      52
      918
      11
      152
      621
      177
      203
      267
      68
      1,504
      100
      -138
      407
      -149
      464
      -174
      1,839
      -21,189
      711
      -260
      540
      -199
      129
      -89
      4,653
      -50,242
      36
      145
      451
      145
      145
      198
      54
      1,011
      337
      172
      856
      -49
      362
      -1,023
      1,001
      13,278
      50,563
      358
      2,311
      1,643
      434
      2,557
      710
      3,857
      1,138
      19
      76
      40
      1,895
      25
      19
      15
      17
      64
      7
      194
      21
      44
      1,453
      3,616
      1,453
      1,937
      1,292
      1,130
      484
      495
      51
      34
      17
      17
      17
      17
      -1,401
      -1,263
      46
      426
      141
      185
      47
      122
      106
      993
      132
      321
      152
      132
      38
      113
      75
      227
      1,662
      16,457
      5,426
      7,124
      1,803
      4,720
      4,066
      37,580
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 394,759
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 10,080
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 10,080
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 10,080
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,737
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,737
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 4,343
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowPNC BANK NA Telephone no.right arrow (412) 807-6980

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK N A TRUSTEE
32
169,485    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
Colonel James E Stokes DIRECTOR
1
0    
3517 AUTUMNWOOD LANE
OKEMOS,MI48864
Brian Huggler DIRECTOR
1
0    
1408 CAMBRIDGE RD
LANSING,MI48911
Kira M Carter-Robertson MHA FACH DIRECTOR
1
0    
1200 E MICHIGAN AVE SUITE 600
LANSING,MI48912
Michele Strasz DIRECTOR
1
0    
330 Marshall Street Suite 203
Lansing,MI48912
Annette Ellison DIRECTOR
1
0    
PO Box 13097
Lansing,MI48901
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  
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 arrow  
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
16,420,076
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,420,076
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
16,420,076
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
246,301
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,173,775
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
808,689
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
808,689
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,080
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,080
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
798,609
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
798,609
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
798,609
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
813,209
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
813,209
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 7 798,609
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 671,058
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 813,209
a Applied to 2023, but not more than line 2a 671,058
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..... 142,151
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 ..........
656,458
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.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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:
STEVEN J PETERS
120 N WASHINGTON SQ STE 650
LANSING,MI48933
(517) 334-5299
bThe form in which applications should be submitted and information and materials they should include:
LETTER OF APPLICATION DETAILING SERVICE TO COMMUNITY
cAny submission deadlines:
APRIL 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTED TO ENTITIES SERVING INGHAM, EATON, AND CLINTON COUNTIES OF MICHIGAN
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

WKAR-DEPARTMENT OF BROADCASTING

HANNAH ADMINISTRATION BUILDING
EAST LANSING,MI48824
NONE PC RADIO READING SERVICE 11,833

CAPITAL REGION COMMUNITY FOUNDATION

330 MARSHALL ST STE 300
LANSING,MI48823
NONE PC GENERAL SUPPORT 582,861

AMERICAN CANCER SOCIETY

1755 ABBEY ROAD
EAST LANSING,MI48823
NONE PC GENERAL SUPPORT 8,029

SALVATION ARMY

5550 PRAIRIE STONE PARKWAY
HOFFMAN ESTATES,IL60192
NONE PC GENERAL SUPPORT 8,029

NATIONAL ANTI-VIVISECTION SOCIETY

53 W JACKSON BOULEVARD
CHICAGO,IL60604
NONE PC GENERAL SUPPORT 8,029

PLYMOUTH CONGREGATIONAL CHURCH

2001 E GRAND RIVER AVENUE
LANSING,MI48912
NONE PC GENERAL SUPPORT 3,232

1ST UNITED METHODIST CHURCH

209 W GREEN
HASTINGS,WI49058
NONE PC GENERAL SUPPORT 251

VOLUNTEERS OF AMERICA MI

414 N LARCH ST
LANSING,MI48912
NONE PC GENERAL SUPPORT 8,029

CAPITAL AREA HUMANE SOCIETY

7095 W GRAND RIVER AVE
LANSING,MI48906
NONE PC GENERAL SUPPORT 14,647

LAWRENCE AVENUE UNITED METHODIST CHURCH

210 E LAWRENCE AVE
CHARLOTTE,MI48813
NONE PC GENERAL SUPPORT 12,304

HARRY HARRIS SCHOLARSHIP FUND

1924 COOLIDGE ROAD
EAST LANSING,MI48823
NONE PC GENERAL SUPPORT 16,844

FIRST UNITED METHODIST CHURCH

201 E ASH STREET
MASON,MI48854
NONE PC GENERAL SUPPORT 3,232

HAYES-GREEN-BEACH HOSPITAL

321 E HARRIS
CHARLOTTE,MI48813
NONE PC GENERAL SUPPORT 12,053

Hospice of Lansing Inc

3411 STONELEIGH DR
LANSING,MI48910
NONE PC GENERAL PURPOSE 2,500

BROOKFIELD UNITED

7681 BROOKFIELD RD
CHARLOTTE,MI48813
NONE PC GENERAL SUPPORT 251

CAPITAL AREA DISTRICT LIBRARY

401 S CAPITOL
LANSING,MI48933
NONE PC GENERAL SUPPORT 941

LANSING SCHOOL DISTRICT

519 W KALAMAZOO
LANSING,MI48933
NONE PC GENERAL SUPPORT 992

EAST LANSING LIBRARY

950 ABBOTT
EAST LANSING,MI48823
NONE PC GENERAL SUPPORT 187

1ST PRESBYTERIAN CHURCH

131 E MAPLE STREET
MASON,MI48854
NONE PC GENERAL SUPPORT 3,232

EDWARD W SPARROW HOSPITAL
C/O SPARROW HOSPITAL FOUNDATION
1110 E MICHIGAN AVENUE
LANSING,MI48912
NONE PC GENERAL SUPPORT 11,406

Forster Woods Adult Day Services

201 HILLSIDE CT
EAST LANSING,MI48823
NONE PC GENERAL PURPOSE 600

HUMANE SOCIETY OF THE US

2100 L STREET N W
WASHINGTON,DC20037
NONE PC GENERAL SUPPORT 8,029

DKG INTERNATIONAL EDUCATORS FDN

12710 RESEARCH STE 230
AUSTIN,TX78759
NONE PC GENERAL SUPPORT 251

AMERICAN HUMANE ASSOCIATION

1400 16TH ST NW STE 360
WASHINGTON,DC20036
NONE PC GENERAL SUPPORT 8,029

BORN FREE USA

1122 S ST
SACRAMENTO,CA95822
NONE PC GENERAL SUPPORT 8,029
Total .................................right arrow 3a 733,820
bApproved for future payment
Total ................................. right arrow 3b  
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 ....     14 417,819  
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 ............
    18 394,759  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME
    14 22,580  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   835,158  
13Total. Add line 12, columns (b), (d), and (e)..................
13
835,158
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND AUDITING FEES 5,900     5,900

TY 2024 InvestmentsOtherSchedule2
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 1,014,992 1,005,115
317609295 SEAFARER OVERSEAS GR AT COST 363,136 362,598
412295305 HARDING LOEVNER EMER AT COST 1,796 1,309
461418444 WCM FOCUSED INTL GRO AT COST 459,020 547,724
464287200 ISHARES CORE S&P 500 AT COST 4,207,894 6,133,457
552746364 MFS EMERGING MKTS DE AT COST 283,314 274,670
936793686 WASATCH INTL OPPORTU      
09252M883 BLACKROCK TOTAL RETU AT COST 1,016,734 969,358
31423A671 FEDERATED HERMES INT AT COST 15,000 13,065
74256W584 PRINCIPAL MIDCAP FUN AT COST 71,910 101,742
74440Y884 PGIM HIGH YIELD FUND AT COST 363,367 356,491
89609H704 TRIBUTARY SMALL COMP AT COST 5,500 5,226
97717X669 WISDOMTREE U.S. QUAL AT COST 447,265 565,053
066922204 ISHARES S&P 500 INDE AT COST 54,639 111,731
413838566 OAKMARK INTL SM CAP- AT COST 146,593 173,074
543069405 LONGLEAF PARTNERS FD AT COST 304,436 272,381
56170L703 SPYGLASS GROWTH FUND      
89355J656 TRANSAMERICA SM CAP      
957663669 WESTERN ASSET CORE P      
00769G535 LSV SMALL CAP FUND-I      
00770X675 PZENA EMERG MKTS VAL AT COST 239,895 267,099
56167N712 NUANCE MID CAP VALUE      
89154M702 TOUCHSTONE SANDS EM AT COST 264,750 290,521
89155T490 TOUCHSTONE MID CAP-R AT COST 173,920 214,910
00171A852 AMG RR SM CAP VAL-I AT COST 262,553 280,883
25434V807 DIMENSIONAL INTERNAT AT COST 278,988 302,786
258620566 DOUBLELINE TOTAL RET AT COST 508,913 505,284
46429B267 ISHARES U S TREASURY AT COST 706,820 710,932
46429B697 ISHARES MSCI USA MIN      
46434V456 ISHARES MSCI INTL QU AT COST 502,522 519,346
557492485 MADISON MID CAP FUND AT COST 68,650 86,947
94987W513 ALLSPRING SPECIAL MI      
94987W794 ALLSPRING CORE BOND AT COST 710,374 704,875
04314H576 ARTISAN INTL SM/MID- AT COST 201,931 188,904
057071813 BAIRD MIDCAP INST AT COST 190,865 189,418
411512460 HARBOR MID CAP VALUE AT COST 276,131 281,380
589619824 MERIDIAN SMALL CAP G AT COST 267,985 284,943

TY 2024 OtherAssetsSchedule
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX SOUTH TEXAS SYNDICAT 1 1 1,040


TY 2024 OtherDecreasesSchedule
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Description Amount
2024 TRANSACTION POSTED IN 2025 15,575
WASH SALES ADJUSTMENT 49
ADJUSTMENT TO INCOME 106


TY 2024 OtherExpensesSchedule
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MEMBERSHIP RENEWAL FEES 4,050 0   4,050
LIABILITY INSURANCE FEES 1,645 0   1,645


TY 2024 OtherIncomeSchedule2
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 22,580 0  
PARTNERSHIP - ORDINARY INCOME   76  
PARTNERSHIP - ROYALTY INCOME   22,063  


TY 2024 OtherIncreasesSchedule
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Description Amount
PRIOR YEAR RETURN OF CAPITAL 4,982
2023 TRANSACTION POSTED IN 2024 15,894
ROUNDING 30


TY 2024 TaxesSchedule
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 5,169 0   0
FOREIGN TAXES ON QUALIFIED FOR 4,148 4,148   0
FOREIGN TAXES ON NONQUALIFIED 1,142 1,142   0