Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
IRVING S GILMORE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 136 EAST MICHIGAN AVENUE STE 900
  Room/suite
City or town
KALAMAZOO
State or province
MI
Country  
ZIP or foreign postal code
49007
A Employer identification number

23-7236057
B Telephone number (see instructions)

2693426411
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$367,496,629J 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 .................
3 Interest on savings and temporary cash investments 263,642 263,642  
4 Dividends and interest from securities... 8,485,534 10,464,857  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,411,249
b Gross sales price for all assets on line 6a 131,157,057
7 Capital gain net income (from Part IV, line 2)... 34,904,461
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
26,502 95,633  
12 Total. Add lines 1 through 11........ 42,186,927 45,728,593  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 695,557 47,590   647,967
14 Other employee salaries and wages...... 164,499 0   164,499
15 Pension plans, employee benefits....... 267,049 6,923   257,991
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
19,958 0   17,067
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,663 18,832   18,782
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,821,322 1,791,724   28,936
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
616,678 131,126   48,548
19 Depreciation (attach schedule) and depletion... 6,794 408  
20 Occupancy.............. 80,562 4,834   75,728
21 Travel, conferences, and meetings....... 26,306 431   25,495
22 Printing and publications.......... 5,775 0   4,783
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
115,272 43,587   112,908
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,857,435 2,045,455   1,402,704
25 Contributions, gifts, grants paid....... 15,207,396 15,676,271
26 Total expenses and disbursements. Add lines 24 and 25 ................ 19,064,831 2,045,455   17,078,975
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,122,096
b Net investment income (if negative, enter -0-) 43,683,138
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 12,541 10,734 10,734
2 Savings and temporary cash investments......... 14,663,301 15,787,559 15,787,559
3 Accounts receivable 406,031
Less: allowance for doubtful accounts   567,320 406,031 406,031
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 58,151 69,433 69,433
10a Investments—U.S. and state government obligations (attach schedule) 14,595,470 Click to see attachment
List of Attached Documents:
// Content
13,088,372 		13,088,372
b Investments—corporate stock (attach schedule)....... 179,991,129 Click to see attachment
List of Attached Documents:
// Content
188,572,070 		188,572,070
c Investments—corporate bonds (attach schedule)....... 37,303,514 Click to see attachment
List of Attached Documents:
// Content
11,812,557 		11,812,557
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 105,226,264 Click to see attachment
List of Attached Documents:
// Content
137,268,085 		137,268,085
14 Land, buildings, and equipment: basis 1,026,376
Less: accumulated depreciation (attach schedule) 986,119 35,255 40,257 40,257
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
514,369 		Click to see attachment
List of Attached Documents:
// Content
441,531 		Click to see attachment
List of Attached Documents:
// Content
441,531
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 352,967,314 367,496,629 367,496,629
Liabilities 17 Accounts payable and accrued expenses.......... 481,908 533,546
18 Grants payable................. 2,935,375 2,645,500
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 ) Click to see attachment
List of Attached Documents:
// Content
539,319 		Click to see attachment
List of Attached Documents:
// Content
469,732
23 Total liabilities (add lines 17 through 22)......... 3,956,602 3,648,778
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 349,010,712 363,847,851
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 349,010,712 363,847,851
30 Total liabilities and net assets/fund balances (see instructions). 352,967,314 367,496,629
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
349,010,712
2
Enter amount from Part I, line 27a .....................
2
23,122,096
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
372,132,808
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
8,284,957
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
363,847,851
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SALES OF SECURITIES      
b COLUMBUS CORE PLUS BOND FUND LLC K-1 PASSTHROUGH      
c SPRUCEGROVE ALL COUNTRY WORLD EX US FUND K-1 PASSTHROUGH      
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 131,157,057   97,745,808 33,411,249
b       139,618
c       1,353,594
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       33,411,249
b       139,618
c       1,353,594
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 34,904,461
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 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) 1 607,196
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........................... 3 607,196
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- ..... 5 607,196
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 403,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 403,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 204,196
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MI
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressWWW.ISGILMORE.ORG
14
The books are in care ofCAROL DUCK Telephone no. (269) 342-6411

Located at136 EAST MICHIGAN AVE SUITE 900KALAMAZOOMI ZIP+449007
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
FL PARKS CHAIRMAN
25.00 		19,600 0 1,836
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
MG COLEMAN PRESIDENT
5.00 		30,000 0 0
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
JH MOORE 1ST VP
5.00 		28,500 0 0
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
CD WATTLES TREASURER
5.00 		29,200 0 0
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
RM BEAM SECRETARY
5.00 		18,100 0 0
136 E MICHIGAN AVE STE 900
KALAMAZZO,MI49007
RT EZELLE TRUSTEE
5.00 		29,300 0 0
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
RM HUGHEY JR EXEC VP/CEO
40.00 		253,377 57,878 1,836
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
CE DUCK VP-ADMIN
40.00 		153,029 49,012 1,836
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
CR SNAPP VP-PROGRAM
40.00 		134,451 63,288 1,836
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
K BRADY PROGRAM ASSOCIATE
40.00 		76,581 34,198 0
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
A PORTER EXECUTIVE ASSISTANT
40.00 		76,393 31,141 1,836
136 E MICHIGAN AVE STE 900
KALAMAZOO,MI49007
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
BURGUNDY ASSET MANAGEMENT LTD INVEST MGMT 406,166
181 BAY ST STE 4510 BAY WELLINGTON
TOWER BCE PLAC
TORONTO,ONTARIO  
CA
RIVERBRIDGE PARTNERS LLC INVEST MGMT 313,571
80 SOUTH EIGHTH ST STE 120
MINNEAPOLIS,MN55402
SANDS CAPITAL MANAGEMENT INVEST MGMT 302,870
1001 19TH ST N STE 1450
ARLINGTON,VA22209
LSV ASSET MANAGEMENT INVEST MGMT 207,489
8545 SOLUTION CENTER
CHICAGO,IL60677
PZENA INVESTMENT MANAGEMENT LLC INVEST MGMT 194,246
320 PARK AVE
NEW YORK,NY10022
Total number of others receiving over $50,000 for professional services.............right arrow10
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
335,453,292
b
Average of monthly cash balances.......................
1b
24,095,387
c
Fair market value of all other assets (see instructions)................
1c
47,051
d
Total (add lines 1a, 1b, and 1c).......................
1d
359,595,730
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
359,595,730
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,393,936
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
354,201,794
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
17,710,090
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
17,710,090
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
607,196
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
607,196
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
17,102,894
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
17,102,894
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
17,102,894
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, line 26, column (d) ..........
1a
17,078,975
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
17,078,975
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 17,102,894
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 16,220,850
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 17,078,975
a Applied to 2024, but not more than line 2a 16,220,850
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 2025 distributable amount..... 858,125
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		16,244,769
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SEE STATEMENT
136 E MICHIGAN AVE
KALAMAZOO,MI49007
(269) 342-6411
bThe form in which applications should be submitted and information and materials they should include:
SEE STATEMENT
cAny submission deadlines:
SEE STATEMENT
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE STATEMENT
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AACORN FARM INC

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

ACTION MATTERS

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

AMERICAN MUSEUM OF MAGIC INC

107 E MICHIGAN AVE
MARSHALL,MI49068 		N/A   MATCHING 300

ARC COMMUNITY ADVOCATES THE

814 S WESTNEDGE AVE
KALAMAZOO,MI49008 		N/A   OPERATIONAL SUPPORT 10,000

ARTS COUNCIL OF GREATER KALAMAZOO

359 S KALAMAZOO MALL
KALAMAZOO,MI490074844 		N/A   "THEATRE KALAMAZOO" 15,974

ARTS COUNCIL OF GREATER KALAMAZOO

359 S KALAMAZOO MALL
KALAMAZOO,MI490074844 		N/A   KALAMAZOO ARTISTIC DEVELOPMENT INITIATIVE 150,000

ARTS COUNCIL OF GREATER KALAMAZOO

359 S KALAMAZOO MALL
KALAMAZOO,MI490074844 		N/A   PROGRAMMING 226,000

ARTS COUNCIL OF GREATER KALAMAZOO

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

BIG BROTHERS BIG SISTERS OF SOUTHWEST MICHIGAN

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

BIKE FRIENDLY KALAMAZOO

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

BLACK ARTS & CULTURAL CENTER

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

BLACK ARTS & CULTURAL CENTER

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

BOYS & GIRLS CLUBS OF GREATER KALAMAZOO INC

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

BUILDING BLOCKS OF KALAMAZOO

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

BUREAU OF SERVICES FOR BLIND PERSONS

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

CAN-DO KITCHEN

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

CAN-DO KITCHEN

3501 LAKE STREET
KALAMAZOO,MI49001 		N/A   CAPITAL CAMPAIGN 250,000

CENTER FOR TRANSFORMATION

5047 W MAIN STREET 211
KALAMAZOO,MI49009 		N/A   OPERATIONAL SUPPORT 10,000

CENTER STAGE THEATRE INC

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

CHARTER TOWNSHIP OF COMSTOCK

5858 KING HIGHWAY
KALAMAZOO,MI49048 		N/A   RIVERFRONT REDEVELOPMENT PROJECT 100,000

CHEFF THERAPEUTIC RIDING CENTER

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

COMMUNITIES IN SCHOOLS OF KALAMAZOO

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

COMMUNITY AIDS RESOURCE & EDUCATION SERVICES OF SOUTHWEST MICHIGAN

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

COMMUNITY HEALING CENTERS

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

COMMUNITY HEALING CENTERS

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

COMMUNITY HOMEWORKS

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

CORNERSTONE UNIVERSITY

1001 EAST BELTLINE AVENUE NE
GRAND RAPIDS,MI49525 		N/A   WCSG OUTREACH 100

COUNCIL OF MICHIGAN FOUNDATIONS

125 OTTAWA AVE SUITE 437
GRAND RAPIDS,MI49503 		N/A   2025 OPERATIONAL SUPPORT (MEMBERSHIP RENEWAL) 20,000

COUNCIL OF MICHIGAN FOUNDATIONS

125 OTTAWA AVE SUITE 437
GRAND RAPIDS,MI49503 		N/A   ANNUAL CONFERENCE EVENING EVENT 50,000

COUNTY OF KALAMAZOO

201 W KALAMAZOO AVE
KALAMAZOO,MI49007 		N/A   "THE LANDING PLACE" HOTEL SHELTER PROJECT 200,000

CRESCENDO ACADEMY OF MUSIC INC

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

CRESCENDO ACADEMY OF MUSIC INC

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

DISABILITY NETWORK SOUTHWEST MICHIGAN

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

DOUGLASS COMMUNITY ASSOCIATION

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

ECUMENICAL SENIOR CENTER

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

ECUMENICAL SENIOR CENTER

702 N BURDICK ST
KALAMAZOO,MI490073459 		N/A   CAPITAL CAMPAIGN 775,000

EDISON NEIGHBORHOOD ASSOCIATION INC

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

ERACCE

PO BOX 19105
KALAMAZOO,MI49019 		N/A   KALAMAZOO COUNTY OPERATIONAL SUPPORT 25,000

EVERSIGHT

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

FAMILY & CHILDREN SERVICES INC

1608 LAKE STREET
KALAMAZOO,MI490013170 		N/A   UNRESTRICTED 100

FARMERS ALLEY THEATRE INC

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

FIRE HISTORICAL AND CULTURAL ARTS COLLABORATIVE

1249 PORTAGE ST
KALAMAZOO,MI49001 		N/A   OPERATIONAL SUPPORT 10,000

FIRST CONGREGATIONAL CHURCH

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

FIRST CONGREGATIONAL CHURCH

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

FIRST DAY SHOE FUND

5416 MEREDITH ST
PORTAGE,MI490022104 		N/A   OPERATIONAL SUPPORT 25,000

FIRST PRESBYTERIAN CHURCH

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

FONTANA CHAMBER ARTS

359 S KALAMAZOO MALL
KALAMAZOO,MI490074844 		N/A   STRATEGIC PLANNING 10,000

FONTANA CHAMBER ARTS

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

FRIENDS OF THE KALAMAZOO PUBLIC LIBRARY AND MUSEUM

315 S ROSE STREET
KALAMAZOO,MI49001 		N/A   MARKETING & EQUIPMENT PROJECTS 9,700

FRIENDS WITH DISABILITIES

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

FRIENDSHIP HOUSE

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

GENEVIEVE AND DONALD S GILMORE FOUNDATION

6865 W HICKORY RD
HICKORY CORNERS,MI490609788 		N/A   EXHIBIT REMODEL 50,000

GIRLS ON THE RUN OF GREATER KALAMAZOO

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

GLASS ART KALAMAZOO INC

326 W KALAMAZOO AVE SUITE 100
KALAMAZOO,MI49007 		N/A   CAPITAL CAMPAIGN FEASIBILITY STUDY 20,000

GLASS ART KALAMAZOO INC

326 W KALAMAZOO AVE SUITE 100
KALAMAZOO,MI49007 		N/A   OPERATIONAL SUPPORT 80,000

GRAND VALLEY UNIVERSITY FOUNDATION

PO BOX 1945
GRAND RAPIDS,MI495011945 		N/A   WGVU-UNRESTRICTED 200

GRAND VALLEY UNIVERSITY FOUNDATION

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

GRAND VALLEY UNIVERSITY FOUNDATION

PO BOX 1945
GRAND RAPIDS,MI495011945 		N/A   WGVU'S "KALAMAZOO LIVELY ARTS" PRODUCTION 83,000

GRYPHON PLACE

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

GRYPHON PLACE

PO BOX 378
PORTAGE,MI49081 		N/A   OPERATIONAL SUPPORT 75,000

HELEN L FOX GOSPEL MUSIC CENTER

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

HISPANIC AMERICAN COUNCIL INCORPORATED

930 LAKE ST A
KALAMAZOO,MI490013097 		N/A   FOLKLORIC DANCE GROUP PROGRAMMING 17,500

HOSPITAL HOSPITALITY HOUSE OF SOUTHWEST MICHIGAN

828 S BURDICK ST
KALAMAZOO,MI49001 		N/A   FACILITIES UPGRADES 150,000

HOUSING RESOURCES INC

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

HOUSING RESOURCES INC

420 E ALCOTT ST STE 200
KALAMAZOO,MI490016152 		N/A   FACILITIES UPGRADES 300,000

INTERFAITH STRATEGY FOR ADVOCACY AND ACTION IN THE COMMUNITY

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

IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL

359 S KALAMAZOO MALL STE 101
KALAMAZOO,MI49007 		N/A   UNRESTRICTED 200

IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL

359 S KALAMAZOO MALL STE 101
KALAMAZOO,MI49007 		N/A   PURCHASE OF THREE STEINWAY PIANOS 543,584

IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL

359 S KALAMAZOO MALL SUITE 101
KALAMAZOO,MI490074843 		N/A   UNRESTRICTED 100

IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL

359 S KALAMAZOO MALL SUITE 101
KALAMAZOO,MI490074843 		N/A   PIANO RESTORATION 37,395

IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL

359 S KALAMAZOO MALL SUITE 101
KALAMAZOO,MI490074843 		N/A   OPERATIONAL SUPPORT 1,000,000

JULIUS & ESTHER STULBERG COMPETITION INC

359 S KALAMAZOO MALL SUITE 14
KALAMAZOO,MI490074842 		N/A   STRATEGIC PLAN AND BRANDING/WEBSITE REFRESH 15,000

JULIUS & ESTHER STULBERG COMPETITION INC

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

JUNIOR ACHIEVEMENT OF SOUTHWEST MICHIGAN OFFICE

2775 WEST DICKMAN ROAD SUITE C
BATTLE CREEK,MI49037 		N/A   KALAMAZOO COUNTY PROGRAMS/OPERATIONAL SUPPORT 30,000

KAIROS DWELLING

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

KALAMAZOO BOOK ARTS CENTER

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

KALAMAZOO CENTER FOR YOUTH & COMMUNITY

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

KALAMAZOO CHILDRENS CHORUS

PO BOX 50414
KALAMAZOO,MI490050414 		N/A   TECHNICAL ASSISTANCE - LEADERSHIP TRANSITION 4,300

KALAMAZOO CHILDRENS CHORUS

PO BOX 50414
KALAMAZOO,MI490050414 		N/A   OPERATIONAL SUPPORT 25,000

KALAMAZOO CHORAL ARTS INC

1200 ACADEMY STREET
KALAMAZOO,MI490063268 		N/A   OPERATIONAL SUPPORT 27,000

KALAMAZOO CHORAL ARTS INC

1200 ACADEMY STREET
KALAMAZOO,MI490063268 		N/A   OPERATIONAL SUPPORT 27,000

KALAMAZOO CIVIC THEATRE

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

KALAMAZOO COMMUNITY CHORALE

67333 CROOKED CREEK RD
WHITE PIGEON,MI49099 		N/A   OPERATIONAL SUPPORT 9,000

KALAMAZOO COMMUNITY FOUNDATION

402 E MICHIGAN AVE
KALAMAZOO,MI490073888 		N/A   JUDITH BEAM READING FUND 1,000

KALAMAZOO COMMUNITY FOUNDATION

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

KALAMAZOO COMMUNITY FOUNDATION

402 E MICHIGAN AVE
KALAMAZOO,MI490073888 		N/A   IRVING S. GILMORE ESTATE FUND 30,000

KALAMAZOO CONCERT BAND ASSOCIATION

PO BOX 20060
KALAMAZOO,MI490191060 		N/A   ADMINISTRATIVE SUPPORT 4,000

KALAMAZOO CONCERT BAND ASSOCIATION

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

KALAMAZOO CONCERT BAND ASSOCIATION

PO BOX 20060
KALAMAZOO,MI490191060 		N/A   2025 HOLIDAY CONCERT 48,550

KALAMAZOO COUNTY HUMANE SOCIETY

2272 RIVER ST
KALAMAZOO,MI49001 		N/A   UNRESTRICTED 100

KALAMAZOO COUNTY JUVENILE HOME FOUNDATION

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

KALAMAZOO COUNTY READY 4S

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

KALAMAZOO CULTURAL CENTER

359 S KALAMAZOO MALL
KALAMAZOO,MI490074844 		N/A   OPERATIONAL SUPPORT 68,000

KALAMAZOO EXPERIENTIAL LEARNING CENTER

1417 S BURDICK ST
KALAMAZOO,MI49001 		N/A   OPERATIONAL/PROGRAM SUPPORT 60,350

KALAMAZOO GAYLESBIAN RESOURCE CENTER

340 S ROSE ST
KALAMAZOO,MI49007 		N/A   WINDOW WRAP SIGNAGE 5,000

KALAMAZOO GAYLESBIAN RESOURCE CENTER

340 S ROSE ST
KALAMAZOO,MI49007 		N/A   OPERATIONAL SUPPORT 60,000

KALAMAZOO HOUSING ADVOCATES

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

KALAMAZOO IN BLOOM INC

PO BOX 20178
KALAMAZOO,MI490191178 		N/A   OPERATIONAL SUPPORT 8,000

KALAMAZOO INSTITUTE OF ARTS

314 S PARK ST
KALAMAZOO,MI490075102 		N/A   OPERATIONAL SUPPORT 100,000

KALAMAZOO JUSTICE HUB

814 PALMER AVE STE C
KALAMAZOO,MI490013858 		N/A   THE CLOVER ROOM 4,000

KALAMAZOO JUSTICE HUB

814 PALMER AVE STE C
KALAMAZOO,MI490013858 		N/A   CANADIANA FEST 9,500

KALAMAZOO JUSTICE HUB

814 PALMER AVE STE C
KALAMAZOO,MI490013858 		N/A   FACE OFF THEATRE COMPANY OPERATIONAL SUPPORT 35,000

KALAMAZOO LITERACY COUNCIL

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

KALAMAZOO LOAVES & FISHES

900 PORTAGE ST
KALAMAZOO,MI490013004 		N/A   OPERATIONAL SUPPORT 200,000

KALAMAZOO LOAVES & FISHES

901 PORTAGE ST
KALAMAZOO,MI490013005 		N/A   WAREHOUSE TEMPERATURE CONTROL CAPITAL PROJECT 145,000

KALAMAZOO MALE CHORUS

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

KALAMAZOO MALE CHORUS

5326 HARBORVIEW PATH
KALAMAZOO,MI49009 		N/A   "CHRISTMAS IN KALAMAZOO" CONCERT 2,500

KALAMAZOO MALE CHORUS

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

KALAMAZOO NEIGHBORHOOD HOUSING SERVICES INC

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

KALAMAZOO NONPROFIT ADVOCACY COALITION

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

KALAMAZOO POETRY FESTIVAL

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

KALAMAZOO PUBLIC SCHOOLS

1220 HOWARD STREET
KALAMAZOO,MI49008 		N/A   CHENERY AUDITORIUM PHASE 1 CAPITAL IMPROVEMENTS 450,000

KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY

1819 E MILHAM AVE
PORTAGE,MI49002 		N/A   EFA STRATEGIC PLANNING 9,000

KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY

1819 E MILHAM AVE
PORTAGE,MI49002 		N/A   EFA STUDENT ARTS SCHOLARSHIPS 175,000

KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY

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

KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY

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

KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY

1820 E MILHAM AVE
PORTAGE,MI49003 		N/A   EQUIPMENT PURCHASE - PRINT SHOP 160,000

KALAMAZOO RINGERS INC

PO BOX 19182
KALAMAZOO,MI49019 		N/A   PROGRAMMING 5,000

KALAMAZOO SCOTTISH FESTIVAL ASSOCIATION

PO BOX 511
OSHTEMO,MI49077 		N/A   ANNUAL FESTIVAL & HIGHLAND GAMES 4,000

KALAMAZOO SYMPHONY ORCHESTRA

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

KALAMAZOO SYMPHONY ORCHESTRA

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

KALAMAZOO VALLEY BLUES ASSOCIATION

645 2ND ST
KALAMAZOO,MI49047 		N/A   THE KALAMAZOO BLUES FESTIVAL 6,000

KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION

6767 WEST O AVENUE
KALAMAZOO,MI49009 		N/A   INDUSTRIAL TRADES COMPLEX RENOVATION AND EXPANSION 1,300,000

KALAMAZOO VALLEY HABITAT FOR HUMANITY INC

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

KALAMAZOO YOUTH DEVELOPMENT NETWORK

PO BOX 51221
KALAMAZOO,MI49005 		N/A   DOMINICA'S PROMISE OPERATIONAL SUPPORT 10,000

KALAMAZOO YOUTH DEVELOPMENT NETWORK

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

KALAMAZOO CITY OF

241 W SOUTH STREET
KALAMAZOO,MI490074796 		N/A   BRUSH THE BLOCK FESTIVAL 3,000

KALAMAZOO CITY OF

241 W SOUTH STREET
KALAMAZOO,MI490074796 		N/A   DOWNTOWN AMBASSADOR PROGRAM 50,000

KALAMAZOO CITY OF

241 W SOUTH STREET
KALAMAZOO,MI490074796 		N/A   DOWNTOWN AMBASSADOR PROGRAM 50,000

KALAMAZOO CITY OF

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

LENDING HANDS OF MICHIGAN

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

LIFECARE INC

1400 N DRAKE RD
KALAMAZOO,MI490061978 		N/A   ARTS WORKS FUND 125

LIFECARE INC

1400 N DRAKE RD
KALAMAZOO,MI490061978 		N/A   VILLAGE WOODS FUND 125

LIFECARE INC

1400 N DRAKE RD
KALAMAZOO,MI490061978 		N/A   GARDEN FUND 250

LIFECARE INC

1400 N DRAKE RD
KALAMAZOO,MI490061978 		N/A   EMPLOYEE APPRECIATION FUND 500

LIFECARE INC

1400 N DRAKE RD
KALAMAZOO,MI490061978 		N/A   GREATEST NEEDS FUND 1,000

LIFT FOUNDATION

2725 AIRVIEW BLVD
KALAMAZOO,MI49002 		N/A   NEIGHBORHOOD NETWORK CENTER 8,300

LOCAL INITIATIVES SUPPORT CORPORATION

201 KALAMAZOO AVE SUITE 501
KALAMAZOO,MI49007 		N/A   OPERATIONAL SUPPORT 150,000

MICHIGAN BACH COLLEGIUM

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

MICHIGAN BLIND ATHLETIC ASSOCIATION

1903 W MICHIGAN AVE MAILSTOP 5218
KALAMAZOO,MI49008 		N/A   KALAMAZOO COUNTY OPERATIONAL SUPPORT 20,000

MICHIGAN FESTIVAL OF SACRED MUSIC

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

MILWOOD UNITED METHODIST CHURCH

3919 PORTAGE ROAD
KALAMAZOO,MI49001 		N/A   FINE ARTS SERIES 4,875

MINISTRY WITH COMMUNITY INC

500 NORTH EDWARDS STREET
KALAMAZOO,MI49007 		N/A   VEHICLE PURCHASE 59,000

MINISTRY WITH COMMUNITY INC

500 NORTH EDWARDS STREET
KALAMAZOO,MI49007 		N/A   OPERATIONAL SUPPORT 85,000

NEW YEAR'S FEST OF KALAMAZOO INC

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

OPEN DOORS KALAMAZOO

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

OPEN ROADS BIKE PROGRAM

1523 RIVERVIEW DR SUITE B
KALAMAZOO,MI490041057 		N/A   OPERATIONAL SUPPORT 50,000

OPEN ROADS BIKE PROGRAM

1523 RIVERVIEW DR SUITE B
KALAMAZOO,MI490041057 		N/A   CAPITAL CAMPAIGN 150,000

OSHTEMO FRIENDS OF THE PARKS

7275 W MAIN STREET
KALAMAZOO,MI49009 		N/A   SUMMER CONCERT SERIES 4,000

PARCHMENT CITY OF

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

PINE REST CHRISTIAN COUNSELING CENTER

1530 NICHOLS ROAD
KALAMAZOO,MI49006 		N/A   KALAMAZOO CRISIS STABILIZATION UNIT 125,000

PLANNED PARENTHOOD OF MICHIGAN

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

PORTAGE COMMUNITY OUTREACH CENTER INC

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

PORTAGE CITY OF

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

PRETTY LAKE VACATION CAMP

9123 W Q AVE
MATTAWAN,MI49071 		N/A   SUMMER CAMP CABIN REPLACEMENT 200,000

PREVENTION WORKS OF SOUTHWEST MICHIGAN INC

309 N BURDICK ST
KALAMAZOO,MI49007 		N/A   KALAMAZOO COUNTY PROGRAMS AND SERVICES 100,000

PREVENTION WORKS OF SOUTHWEST MICHIGAN INC

309 N BURDICK ST
KALAMAZOO,MI49007 		N/A   OPERATIONAL SUPPORT 75,000

PROJECT HOPE MINISTRIES

195 BRADLEY ST
BATTLE CREEK,MI49017 		N/A   UNRESTRICTED 318

PUBLIC MEDIA NETWORK

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

PUBLIC MEDIA NETWORK

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

PUBLIC MEDIA NETWORK

359 S KALAMAZOO MALL SUITE 300
KALAMAZOO,MI49007 		N/A   OPERATIONAL SUPPORT 80,000

QUEER THEATRE INC

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

QUENCHED MINISTRIES

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

READ AND WRITE KALAMAZOO

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

RENAISSANCE ENTERPRISES COMPANY

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

RESIDENTIAL OPPORTUNITIES INCORPORATED

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

RESIDENTIAL OPPORTUNITIES INCORPORATED

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

RIPPLE EFFECTS COMMUNITY INCLUSION CENTER

2255 W CENTRE AVE
PORTAGE,MI49024 		N/A   OPERATIONAL SUPPORT 30,000

SENIOR SERVICES INC

918 JASPER STREET
KALAMAZOO,MI490012853 		N/A   UNRESTRICTED 100

SENIOR SERVICES INC

918 JASPER STREET
KALAMAZOO,MI490012853 		N/A   FACILITIES IMPROVEMENTS 549,000

SHEPHERDS CENTER OF GREATER KALAMAZOO

1833 S BURDICK ST
KALAMAZOO,MI49001 		N/A   OPERATIONAL SUPPORT 10,000

SOUTHWEST MICHIGAN FIRST CORPORATION

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

SPEAK IT FORWARD INC

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

SPECIALIZED LANGUAGE DEVELOPMENT CENTER

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

ST JUDE CHILDREN'S RESEARCH HOSPITAL INC

262 DANNY THOMAS PI
MEMPHIS,TN38105 		N/A   UNRESTRICTED 100

ST LUKES EPISCOPAL CHURCH

247 W LOVELL ST
KALAMAZOO,MI490075207 		N/A   2025 PLEDGE/UNRESTRICTED 5,000

ST LUKES EPISCOPAL CHURCH

247 W LOVELL ST
KALAMAZOO,MI490075207 		N/A   PARTNERS IN TRANSITION OUTREACH MINISTRY 20,000

SYNERGY HEALTH CENTER

625 HARRISON ST
KALAMAZOO,MI49007 		N/A   AFRICAN AMERICAN MENTAL HEALTH SYMPOSIUM 5,000

SYNERGY HEALTH CENTER

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

UNITED WAY OF SOUTH CENTRAL MICHIGAN

709 SOUTH WESTNEDGE AVE
KALAMAZOO,MI49007 		N/A   SECOND WAVE SOUTHWEST PUBLICATION 25,000

UNITED WAY OF SOUTH CENTRAL MICHIGAN

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

UNITED WAY OF SOUTH CENTRAL MICHIGAN

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

UNITED WAY OF SOUTH CENTRAL MICHIGAN

709 SOUTH WESTNEDGE AVE
KALAMAZOO,MI49007 		N/A   LIFELINE ALLIANCE 100,000

URBAN ALLIANCE

1009 E STOCKBRIDGE AVE SUITE 100
KALAMAZOO,MI490013811 		N/A   BUILDING RENOVATIONS 100,000

URBAN ALLIANCE

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

VICKSBURG CULTURAL ARTS CENTER

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

VICKSBURG HISTORICAL SOCIETY

300 N RICHARDSON ST
VICKSBURG,MI49097 		N/A   ARTIFACT PRESERVATION 5,200

VINE NEIGHBORHOOD ASSOCIATION INC

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

WELLSPRINGCORI TERRY & DANCERS

359 S BURDICK ST SUITE 204
KALAMAZOO,MI49007 		N/A   REBRANDING 5,000

WELLSPRINGCORI TERRY & DANCERS

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

WEST MICHIGAN CANCER CENTER

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

WEST MICHIGAN CANCER CENTER

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

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A   WMUK 200

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A   COLLEGE OF EDUCATION DEAN'S FUND 250

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A   HAWORTH COLLEGE OF BUSINESS DEAN'S FUND 250

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A   WMUK OPERATIONS/GENERAL 500

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A   W-MED DEANS FUND 750

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A   WMUK EXPANDED ARTS KALAMAZOO 24,000

WESTERN MICHIGAN UNIVERSITY FOUNDATION

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

WESTERN MICHIGAN UNIVERSITY FOUNDATION

1903 W MICHIGAN AVE
KALAMAZOO,MI490085403 		N/A   GILMORE THEATRE COMPLEX LIGHTING/TECHNOLOGY UPGRADES 1,000,000

WIND WILLOW CONSORTIUM

320 LIBRARY LN
PORTAGE,MI49002 		N/A   OPERATIONAL SUPPORT 2,500

YOUNG WOMENS CHRISTIAN ASSOC OF KALAMAZOO

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

YOUNG WOMENS CHRISTIAN ASSOC OF KALAMAZOO

353 E MICHIGAN AVENUE
KALAMAZOO,MI490073844 		N/A   EARLY CHILDHOOD EDUCATION PROGRAM 40,000

YOUNG WOMENS CHRISTIAN ASSOC OF KALAMAZOO

353 E MICHIGAN AVENUE
KALAMAZOO,MI490073844 		N/A   CRADLE KALAMAZOO-WOMEN AND INFANT SUPPORT FOR HEALTH (WISH) 100,000

YOUNG WOMENS CHRISTIAN ASSOC OF KALAMAZOO

353 E MICHIGAN AVENUE
KALAMAZOO,MI490073844 		N/A   CRADLE KALAMAZOO-WOMEN AND INFANT SUPPORT FOR HEALTH (WISH) 100,000
Total ................................. 3a 15,676,271
bApproved for future payment

GRAND VALLEY UNIVERSITY FOUNDATION
PO BOX 1945
GRAND RAPIDS,MI495011946 		N/A   UNDERWRITING OF WGVU'S "GREAT PERFORMANCES" SERIES 7,500

KALAMAZOO COMMUNITY CHORALE
67333 CROOKED CREEK RD
WHITE PIGEON,MI49099 		N/A   OPERATIONAL SUPPORT 9,000

KALAMAZOO PUBLIC SCHOOLS
1220 HOWARD STREET
KALAMAZOO,MI49008 		N/A   CHENERY AUDITORIUM PHASE 1 CAPITAL IMPROVEMENTS 1,550,000

KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION
6767 WEST O AVENUE
KALAMAZOO,MI49009 		N/A   INDUSTRIAL TRADES COMPLEX RENOVATION AND EXPANSION 1,000,000
Total ................................. 3b 2,566,500
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 263,642  
4 Dividends and interest from securities ....     14 8,485,534  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     18 26,502  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 33,411,249  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 42,186,927 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
42,186,927
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT, TAX & CONSULTING SERVICES 37,663 18,832   18,782

TY 2025 GeneralExplanationAttachment
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Identifier Return Reference Explanation
GRANT APPLICATION GUIDELINES PART XIV, LINE 2 GRANT APPLICATION GUIDELINES PLEASE READ THIS PAGE FOR HELPFUL INFORMATION, THEN DOWNLOAD THE OFFICIAL GRANT APPLICATION GUIDELINES BELOW. REVIEW THE GUIDELINES THOROUGHLY AND PROVIDE ALL THE INFORMATION REQUESTED IN YOUR APPLICATION. THE IRVING S. GILMORE FOUNDATION REQUIRES GRANT APPLICATIONS TO BE SUBMITTED ON PAPER AND DOES NOT ACCEPT APPLICATIONS ONLINE, OR VIA EMAIL. THESE GUIDELINES WERE UPDATED IN DECEMBER 2025. PLEASE NOTE: ORGANIZATIONS THAT ARE FIRST-TIME FOUNDATION APPLICANTS OR HAVE NOT RECEIVED FOUNDATION FUNDING IN THE PAST FIVE YEARS MUST CONTACT THE FOUNDATION'S VP-PROGRAM, CAROL SNAPP, AT LEAST FOUR WEEKS PRIOR TO SUBMITTING AN APPLICATION. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS OR FOR ACADEMIC RESEARCH. THE FOUNDATION SUPPORTS KALAMAZOO COUNTY PROJECTS, PROGRAMS, AND PURPOSES CONDUCTED BY CHARITABLE INSTITUTIONS. PROPOSAL DEADLINE FOR TRUSTEE REVIEW ON: JANUARY 5, 2026 - MARCH 24, 2026MARCH 2, 2026 - MAY 26, 2026MAY 1, 2026 - JULY 28, 2026JULY 1, 2026 - SEPTEMBER 22, 2026SEPTEMBER 1, 2026 - NOVEMBER 24, 2026NOVEMBER 2, 2026 - JANUARY 26, 2027PLEASE SUBMIT ONE SINGLE-SIDED PAPER COPY OF YOUR APPLICATION. YOU MAY EITHER MAIL IN YOUR APPLICATION OR DROP IT OFF IN OUR LOBBY ON THE 9TH FLOOR OF THE HINMAN/FIFTH THIRD BANK BUILDING LOCATED AT 136 EAST MICHIGAN AVENUE, WHERE THERE IS A DROP BOX FOR YOUR CONVENIENCE. PLEASE NOTE, THE BUILDING HOURS ARE 9AM-5PM, MONDAY THROUGH FRIDAY. AS NOTED ABOVE, THE FOUNDATION DOES NOT ACCEPT APPLICATIONS ONLINE OR VIA EMAIL. ADDITIONAL QUESTIONS REGARDING YOUR APPLICATION MAY BE DIRECTED TO:KRISTY BRADYPROGRAM ASSOCIATEKRISTY@ISGILMORE.ORG 269-342-6411 IRVING S. GILMORE FOUNDATION136 E. MICHIGAN AVE., SUITE 900KALAMAZOO, MI 49007-3915(269) 342-6411IN ACCORDANCE WITH THE EXAMPLE AND DIRECTIVES OF ITS FOUNDER, THE IRVING S. GILMORE FOUNDATION ENCOURAGES GRANT APPLICATIONS FROM KALAMAZOO AREA NONPROFIT, TAX-EXEMPT ORGANIZATIONS WHOSE WORK BENEFITS OR WILL BENEFIT THE COMMUNITY. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. THE FOUNDATION TRUSTEES WILL MAKE ALL DECISIONS REGARDING THE FUNDING OF PROPOSALS WITHOUT DISCRIMINATION ON THE BASIS OF RACE, RELIGION, COLOR, SEX, HEIGHT, AGE, SEXUAL ORIENTATION, GENDER IDENTITY, WEIGHT, MARITAL STATUS, GENETIC INFORMATION, DISABILITY, MILITARY STATUS OR NATIONAL ORIGIN OF THE ORGANIZATION'S STAFF OR VOLUNTEERS. IT IS EXPECTED THAT ALL BENEFICIARIES OF FUNDING FROM THE IRVING S. GILMORE FOUNDATION WILL ADHERE TO EXISTING STATE AND FEDERALLY MANDATED AFFIRMATIVE ACTION POLICIES.
GRANT APPLICATION GUIDELINES PART XIV, LINE 2 ORGANIZATIONS SEEKING FUNDING MUST SUBMIT A SINGLE-SIDED PAPER COPY OF THE GRANT APPLICATION AND SUPPORTING DOCUMENTS, INCLUDING:I. COVER LETTER: PLEASE PREFACE YOUR GRANT PROPOSAL WITH A 1-2 PAGE COVER LETTER ON THE ORGANIZATION'S LETTERHEAD WHICH SERVES AS A SUMMARY OF YOUR APPLICATION. THE COVER LETTER MUST INCLUDE THE FOLLOWING: A. A BRIEF DESCRIPTION OF THE REQUEST; B. THE DOLLAR AMOUNT BEING SOUGHT; C. YOUR ORGANIZATION'S FISCAL YEAR; D. THE TIMELINE DURING WHICH THE REQUESTED FUNDS WILL BE UTILIZED; E. INFORMATION FOR THE ORGANIZATION'S GRANT PROPOSAL CONTACT, INCLUDING NAME, TITLE, EMAIL AND PHONE NUMBER; F. SIGNATURES OF THE ORGANIZATION'S BOARD PRESIDENT, BOARD TREASURER AND EXECUTIVE DIRECTOR/CEO.II. NARRATIVE DESCRIPTION: THE NARRATIVE IS A WRITTEN DESCRIPTION OF YOUR REQUEST AND MUST INCLUDE THE FOLLOWING: (PLEASE LIMIT THIS SECTION TO FOUR PAGES) A. MISSION STATEMENT; B. ORGANIZATIONAL HISTORY; C. NATURE OF THE FUNDING BEING SOUGHT (E.G., OPERATIONS, PROJECT/PROGRAM, EQUIPMENT): 1. THE PERCEIVED NEED/OPPORTUNITY AND POPULATION TO BE SERVED; 2. THE RESULTS BEING SOUGHT; 3. THE PLANNED MEANS TO ACHIEVE RESULTS, INCLUDING STRATEGIES, RESOURCES AND PERSONNEL; 4. TIMELINE DURING WHICH THE REQUESTED FUNDS WILL BE SPENT, IF AWARDED; 5. METHOD(S) OF EVALUATING PROGRAM SUCCESS.III. FINANCIAL DOCUMENTS: FINANCIAL DOCUMENTS SERVE TO GIVE US A VIEW INTO YOUR ORGANIZATION'S GOVERNANCE PRACTICES AND EFFECTIVENESS. THIS SECTION SHOULD BE REVIEWED BY YOUR BOARD TREASURER (AND CFO IF APPLICABLE). PLEASE PROVIDE THE FOLLOWING: A. ORGANIZATION'S GENERAL OPERATING BUDGET FOR THE FISCAL YEAR(S) IN WHICH THE GRANT FUNDS WILL BE SPENT; THIS BUDGET MUST INCLUDE ALL REVENUE SOURCES AND EXPENSES. B. LINE-ITEM BUDGET OF PROPOSED PROGRAM OR PROJECT, IF OTHER THAN OPERATING FUNDS ARE BEING SOUGHT; C. MOST RECENT, RECONCILED FINANCIAL STATEMENTS INCLUDING: 1. CURRENT BALANCE SHEET (SOMETIMES KNOWN AS STATEMENT OF FINANCIAL POSITION); 2. PRIOR YEAR BALANCE SHEET; 3. CURRENT PROFIT & LOSS STATEMENT (SOMETIMES KNOWN AS STATEMENT OF ACTIVITIES OR OPERATING STATEMENT); 4. PRIOR YEAR PROFIT & LOSS STATEMENT; D. MOST RECENT AUDIT, THIRD-PARTY REVIEW/COMPILATION, OR IRS FORM 990.IV. ADMINISTRATIVE INFORMATION: A. MOST RECENT IRS 501(C)(3) TAX EXEMPTION LETTER (FIRST-TIME APPLICANTS ONLY); B. LIST OF BOARD OF DIRECTORS WITH CONTACT INFORMATION AND PRIMARY ORGANIZATIONAL AFFILIATION(S); C. LIST OF FINANCE COMMITTEE MEMBERS (IF APPLICABLE). V. OPTIONAL ATTACHMENTS: EXAMPLES INCLUDEMARKETING MATERIALS, MEDIA COVERAGE, LETTERS OF SUPPORT, AMONG OTHERS.SPECIAL NOTES:FISCAL SPONSORS: GRANT APPLICATIONS FOR FISCALLY-SPONSORED PROJECTS MUST BE SUBMITTED BY THE "HOST ORGANIZATION, AND CONTAIN REQUESTED INFORMATION RELATING TO BOTH THE HOST ORGANIZATION AND THE FISCALLY-SPONSORED PROJECT. THE COVER LETTER MUST SET FORTH THE HOST ORGANIZATION'S WILLINGNESS TO SERVE AS FISCAL SPONSOR. IMPORTANTLY, THE PROPOSAL COVER LETTER MUST BE SUBMITTED ON THE FISCAL SPONSOR'S LETTERHEAD.EDUCATIONAL INSTITUTION INDIRECT COSTS: THE FOUNDATION STRONGLY DISCOURAGES THE ADDITION OF INDIRECT COSTS {SOMETIMES KNOWN AS FACILITIES AND ADMINISTRATIVE (F&A) EXPENSES} TO PROJECT BUDGETS FOR APPLICATIONS SUBMITTED BY EDUCATIONAL INSTITUTIONS.THE FOLLOWING ITEMS ARE MOST FREQUENTLY OMITTED OR MISSING COMPONENTS: - COVER LETTER - FINANCIAL DOCUMENTS - BOARD ROSTER - MOST RECENT AUDIT OR IRS FORM 990INCOMPLETE PROPOSALS ARE SUBJECT TO DECLINATION OR SCHEDULED FOR A LATER MEETING PENDING ADDITIONAL INFORMATION.FINAL REPORT: UNLIKE MOST FUNDERS, WE DO NOT REQUIRE AN ORGANIZATION TO SUBMIT A FINAL REPORT FROM A PREVIOUS GRANT BEFORE SUBMITTING A NEW PROPOSAL. HOWEVER, IF YOUR FINAL REPORT IS OVERDUE, PLEASE MAKE SURE TO SUBMIT IT ALONG WITH YOUR NEW PROPOSAL.PLEASE SUBMIT ONE SINGLE-SIDED PAPER COPY OF YOUR APPLICATION. YOU MAY EITHER MAIL IN YOUR APPLICATION OR DROP IT OFF IN OUR LOBBY ON THE 9TH FLOOR OF THE HINMAN/FIFTH THIRD BANK BUILDING LOCATED AT 136 EAST MICHIGAN AVENUE, WHERE THERE IS A DROP BOX FOR YOUR CONVENIENCE. PLEASE NOTE, THE BUILDING HOURS ARE 9AM-5PM, MONDAY THROUGH FRIDAY. THE FOUNDATION DOES NOT ACCEPT APPLICATIONS ONLINE OR VIA EMAIL.
INFORMATION ABOUT OFFICERS AND DIRECTORS PART VIII, LINE 1 EACH OF THE DIRECTORS DEVOTES AN AVERAGE OF ONE TO FIVE HOURS OR MORE PER WEEK TO HIS/HER POSITION WITH THE FOUNDATION. THE DIRECTORS PROVIDED THE FOLLOWING SERVICES TO THE FOUNDATION:THE DIRECTORS MET AT THE FOUNDATION'S OFFICE OR VIA CONFERENCE CALL ELEVEN TIMES DURING THE YEAR (NO MEETING IN AUGUST). BOARD MEETINGS ARE GENERALLY HELD ON THE THIRD OR FOURTH TUESDAY OF THE MONTH AND LAST FOR FOUR TO FIVE HOURS. MEETINGS HELD IN THE ODD MONTHS (JANUARY, MARCH, ETC.) INCLUDED THE REVIEW OF ALL GRANT REQUESTS. AT LEAST ONE WEEK PRIOR TO EACH MEETING, EXTENSIVE REPORTS ARE MADE AVAILABLE TO EACH DIRECTOR FOR REVIEW. THESE REPORTS ARE PROVIDED ELECTRONICALLY AND MADE AVAILABLE FOR PICKUP BY THE TRUSTEES. THESE REPORTS INCLUDE, AT A MINIMUM: A) MONTHLY REPORTS ON FOUNDATION ASSETS MANAGED BY OUTSIDE MONEY MANAGERS; B) SOURCES AND USES OF CASH; C) STATUS OF GRANTS (AMOUNTS APPROVED, PAID AND PAYABLE); D) FUNDS AVAILABLE FOR DISTRIBUTION; E) STATUS OF QUALIFYING DISTRIBUTIONS; F) MINUTES OF PRIOR MEETING AND COMMITTEE MEETINGS; G) APPLICABLE UPDATES AND VARIOUS EXTERNAL COMMUNICATIONS; AND H) DETAILED STAFF-PREPARED ANALYSES OF FUNDING PROPOSALS FOR GRANT MEETINGS.IT IS NECESSARY FOR EACH DIRECTOR TO DEVOTE SEVERAL HOURS (TWO TO EIGHT HOURS EACH MONTH DEPENDING ON THE MONTH'S AGENDA) MONTHLY TO THE REVIEW OF THESE MATERIALS IN ORDER TO EXERCISE JUDGMENT ON MATTERS TO BE CONSIDERED BY THE DIRECTORS AT THEIR MEETINGS.EACH MEETING ALSO INCLUDES A PERIOD OF TIME FOR THE EXECUTIVE COMMITTEE TO MEET AND DISCUSS VARIOUS TOPICS. THE EXECUTIVE COMMITTEE IS MADE UP OF THE DIRECTORS AND NO STAFF IS PRESENT DURING THIS PORTION OF THE MEETINGS.THERE IS ALSO AN ANNUAL MEETING HELD IN OCTOBER, IMMEDIATELY PRECEDING THE REGULAR BOARD MEETING. THE PURPOSE OF THE ANNUAL MEETING IS TO ELECT DIRECTORS AND OFFICERS FOR THE ENSUING YEAR AND TO TRANSACT ANY OTHER BUSINESS BROUGHT BEFORE THE MEETING.STRATEGIC PROGRAMMING BOARD MEETINGS ARE HELD AT LEAST ONCE A YEAR FOR THE PURPOSE OF DISCUSSING AND DEVELOPING THE FOUNDATION'S STRATEGIC APPROACH TO GRANTMAKING AND ENSURING THAT ACTIVITIES AND SHORT-TERM OBJECTIVES PROMOTE AND ARE CONSISTENT WITH LONG-TERM GOALS AND THE MISSION OF THE FOUNDATION. THERE WERE TWO SUCH MEETINGS HELD IN 2025. THE STRATEGIC PROGRAMMING MEETINGS REQUIRE APPROXIMATELY ONE HOUR OF PREPARATION EACH.IN ADDITION TO THE MEETINGS DESCRIBED ABOVE, DIRECTORS ARE MEMBERS OF VARIOUS COMMITTEES AS FOLLOWS:MANAGEMENT COMMITTEE: MEETINGS WERE HELD TO DISCUSS AND REVIEW OPERATIONAL, MANAGEMENT AND GRANT MAKING ISSUES. THIS COMMITTEE'S ROLE IS TO PROVIDE THE BOARD OF DIRECTORS WITH THE OPPORTUNITY TO CONNECT WITH COMMUNITY LEADERS WHO SHARE INFORMATION REGARDING NEEDS AND OPPORTUNITIES IN THE COMMUNITY. THE MANAGEMENT COMMITTEE NOW INCLUDES TWO OUTSIDE COMMITTEE MEMBERS. THERE WERE ELEVEN MANAGEMENT COMMITTEE MEETINGS IN 2025, INCLUDING GRANTEE EVENTS.INVESTMENT COMMITTEE: RESPONSIBLE FOR RECOMMENDING TO THE DIRECTORS INVESTMENT POLICIES AND STRATEGIES AND THE SELECTION OF INVESTMENT MANAGERS AND/OR ADVISORS, AND OTHER FIDUCIARIES WITH RESPECT TO FINANCIAL ASSETS. THIS COMMITTEE ALSO MONITORS THE PERFORMANCE OF THE CUSTODIANS, MANAGERS, ADVISORS AND OTHER FIDUCIARIES WITH RESPECT TO THESE ASSETS. THIS COMMITTEE IS MADE UP OF AT LEAST TWO DIRECTORS, CERTAIN SENIOR STAFF OF THE FOUNDATION AND AT LEAST TWO COMMITTEE MEMBERS WHO ARE OUTSIDE NON-BOARD MEMBERS. THERE WERE FOUR REGULAR INVESTMENT COMMITTEE MEETINGS AND ONE SPECIAL MEETING IN 2025.AUDIT COMMITTEE: ASSISTS THE DIRECTORS IN FULFILLING ITS OVERALL RESPONSIBILITIES WITH RESPECT TO (A) THE AUDIT OF THE FOUNDATION'S BOOKS AND RECORDS, AND (B) THE SYSTEM OF INTERNAL CONTROLS THAT THE FOUNDATION HAS ESTABLISHED. THE AUDIT COMMITTEE ALSO REVIEWS THE FORM 990-PF PREPARED BY THE OUTSIDE ACCOUNTANTS. THIS COMMITTEE IS MADE UP OF AT LEAST TWO DIRECTORS PLUS AT LEAST ONE COMMITTEE MEMBER WHO IS A FINANCIAL EXPERT (NON-BOARD MEMBER). THIS COMMITTEE MEETS TWO TIMES EACH YEAR.PROGRAM COMMITTEE: RESPONSIBLE FOR ADDRESSING PROGRAMMATIC CONCERNS, SUCH AS GRANTMAKING AND COMMUNITY INVOLVEMENT. THIS COMMITTEE IS MADE UP OF AT LEAST TWO DIRECTORS, CERTAIN SENIOR STAFF OF THE FOUNDATION AND FIVE OUTSIDE NON-BOARD MEMBERS. THE PROGRAM COMMITTEE MET FOUR TIMES IN 2025, AND MEMBERS ALSO ATTENDED TWO STRATEGIC PROGRAMMING BOARD MEETINGS.CERTAIN DIRECTORS ATTENDED, IN PERSON OR VIRTUALLY, EDUCATIONAL CONFERENCES, SEMINARS AND LIKE ACTIVITIES IN ORDER TO STAY ABREAST OF DEVELOPMENTS IN THE NONPROFIT, FOUNDATION AND INVESTMENT AREAS. THE DIRECTORS FREQUENTLY ATTENDED EVENTS, FUNCTIONS AND OTHER ACTIVITIES RELATED TO THE FOUNDATION'S GRANT MAKING ACTIVITIES IN ORDER TO EVALUATE GRANTEE PROGRAMS AND OFFERINGS.THE DIRECTORS WERE COMPENSATED ON A PER DIEM BASIS, APPLICABLE TO OFFICIAL BOARD AND COMMITTEE MEETINGS, SUBJECT TO AN OVERALL ANNUAL CAP IN FEES OF $30,000 PLUS REIMBURSEMENT FOR REASONABLE EXPENSES. DIRECTORS WERE NOT COMPENSATED FOR ATTENDANCE AT CONFERENCES, SITE VISITS, OR SIMILAR ACTIVITIES. NON-BOARD COMMITTEE MEMBERS ARE ALSO COMPENSATED ON A PER DIEM BASIS OF $500 PER MEETING ATTENDED.EACH BOARD MEMBER ANNUALLY DISCLOSES THEIR AFFILIATIONS WITH OTHER ORGANIZATIONS. THESE AFFILIATION LISTINGS ARE REVIEWED AT EACH BOARD MEETING AND BOARD MEMBERS ABSTAIN FROM VOTING ON ANY MATTER WHERE A CONFLICT OF INTEREST MAY EXIST.

TY 2025 InvestmentsCorpBondsSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 51,385 51,385
AMERICAN EXPRESSPANY 420,464 420,464
AMERICAN TOWER CORPORATION 388,403 388,403
ANHEUSER-BUSCH INBEV FINANCE INC 417,219 417,219
BROADCOM INC 3,397,738 3,397,738
CHEVRON USA INC 470,598 470,598
COMCAST CORPORATION 182,567 182,567
DELL INTL LLC/EMC CORP 84,032 84,032
DIAMONDBACK ENERGY INC 324,000 324,000
ENTERGY MISSISSIPPI LLC 560,090 560,090
GOLDMAN SACHS GROUP, INC. 624,898 624,898
JPMORGAN CHASE & CO. 834,746 834,746
LOWESPANIES, INC. 300,540 300,540
MORGAN STANLEY 695,996 695,996
PHILIP MORRIS INTERNATIONAL INC. 620,522 620,522
PHILLIPS 66 116,136 116,136
SIMON PROPERTY GROUP LP 440,956 440,956
T-MOBILE USA, INC. 287,313 287,313
TRUIST FINANCIAL CORP. 216,731 216,731
UNITEDHEALTH GROUP INC. 405,595 405,595
VERIZONMUNICATIONS INC. 267,610 267,610
WALMART INC 321,148 321,148
WELLS FARGO & CO. 383,870 383,870

TY 2025 InvestmentsCorpStockSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Name of Stock End of Year Book Value End of Year Fair Market Value
AAON INC 445,605 445,605
ACV AUCTIONS INC CL A 596,792 596,792
ADOBE SYS INC 244,993 244,993
ADT INC 189,645 189,645
AGCO CORP 187,776 187,776
AGILYSYS INC 595,151 595,151
ALARM HLDGS INC 1,482,131 1,482,131
ALBERTSONS COS INC 128,775 128,775
ALKAMI TECHNOLOGY INC 464,399 464,399
ALLISON TRANSMISSION HLDGS INC 870,821 870,821
ALLSTATE CORP 174,846 174,846
ALLY FINL INC 217,392 217,392
ALPHABET INC CAP STK CL A 3,351,917 3,351,917
ALPHABET INC. 235,059 235,059
ALTRIA GROUP INC 524,706 524,706
AMAZON.COM INC 3,588,328 3,588,328
AMAZON.COM, INC. 451,170 451,170
AMDOCS LIMITED 346,274 346,274
AMERICAN AIRLINES GROUP INC 114,975 114,975
AMERICAN EAGLE OUTFITTERS INC 131,850 131,850
AMERICAN HOMES 4 RENT CL A 1,175,984 1,175,984
AMERICAN INTL GROUP INC 419,195 419,195
AMERIPRISE FINANCIAL INC 147,102 147,102
APA CORPORATION 58,704 58,704
APPLIED MATLS INC 282,689 282,689
APPLOVIN CORP CL A 2,299,074 2,299,074
ARMSTRONG WORLD INDUSTRIES 2,107,451 2,107,451
ARROW ELECTRS INC 154,252 154,252
AT&T INC 862,563 862,563
ATKORE INC 69,575 69,575
AUTOLIV INC 213,660 213,660
AVNET INC 601,433 601,433
AXIS CAPITAL HOLDINGS LTD 214,180 214,180
AXON ENTERPRISE INC 578,153 578,153
BANK AMER CORP 963,270 963,270
BANK OF AMERICA CORP. 453,803 453,803
BANK OF NEW YORK MELLON CORP 580,450 580,450
BARRETT BUSINESS SVCS INC 305,721 305,721
BAXTER INTL INC 1,139,663 1,139,663
BEST BUY INC 73,623 73,623
BIOMARIN PHARM INCMON 190,176 190,176
BIO-TECHNE CORP 609,801 609,801
BLACKLINE INC 558,705 558,705
BLOCK INC CL A 1,531,763 1,531,763
BORG-WARNER AUTOMOTIVE INC 414,552 414,552
BRINKS CO 175,095 175,095
BRISTOL MYERS SQUIBB CO 1,148,760 1,148,760
BUNGE GLOBAL SA ISIN CH1300646267 62,356 62,356
CABLE ONE INC 434,021 434,021
CAPITAL ONE FINL CORP 930,420 930,420
CARNIVAL CORP 287,076 287,076
CARPENTER TECHNOLOGY CORP 862,032 862,032
CARVANA CO CL A 2,625,386 2,625,386
CBIZ INC 1,110,102 1,110,102
CCC INTELLIGENT SOLUTIONS HLDGS INC 808,817 808,817
CENTENE CORP 57,610 57,610
CF INDS HLDGS INC 154,680 154,680
CHAMPION HOMES, INC. 561,756 561,756
CHARLES RIVER LABORATORIES 410,330 410,330
CHEMED CORP 625,959 625,959
CIRRUS LOGIC INC 201,450 201,450
CISCO SYSTEMS INC 654,755 654,755
CITIGROUP INC 1,704,608 1,704,608
CITIGROUP INC. 476,134 476,134
CITIZENS FINL GROUP INC 274,527 274,527
CLEARWATER ANALYTICS HLDGS INC CL A 573,767 573,767
CLOUDFLARE INC CL A 883,429 883,429
COGNEX CORP 523,293 523,293
COGNIZANT TECHNOLOGY SOLUTIONS 704,836 704,836
COMCAST CORP CL A 364,658 364,658
COMMONWEALTH EDISONPANY 344,664 344,664
CONAGRA BRANDS, INC. 100,398 100,398
CONOCOPHILLIPS 339,804 339,804
CONSTELLATION BRANDS INC 193,144 193,144
COREBRIDGE FINL INC 834,291 834,291
COVISTA INC 93,123 93,123
CROWN HLDGS INC 144A 141,069 141,069
CSG SYS INTL INC 145,711 145,711
CSW INDUSTRIALS INC 834,506 834,506
CUMMINS INC 306,270 306,270
CVS HEALTH CORP 534,146 534,146
CVS HEALTH CORPORATION 1,300,869 1,300,869
DATADOG INC CL A 801,933 801,933
DAVITA INC. 90,888 90,888
DELTA AIR LINES INC 613,912 613,912
DELTA AIR LINES INC. 260,603 260,603
DESCARTES SYS GROUP INC 944,186 944,186
DOLLAR GEN CORP 1,143,814 1,143,814
DOORDASH INC 1,644,924 1,644,924
DOUBLEVERIFY HLDGS INC 667,432 667,432
DOW INC 428,392 428,392
DOXIMITY INC CL A 633,691 633,691
DROPBOX INC CL A 191,820 191,820
DXC TECHNOLOGY CO 10,182 10,182
EAST WEST BANCORP INC 292,214 292,214
EASTMAN CHEM CO 89,362 89,362
EBAY INC 540,020 540,020
ELEVANCE HEALTH, INC. 210,330 210,330
EMCOR GROUP INC 2,245,269 2,245,269
ENACT HLDGS INC 194,236 194,236
ENERSYSMON 86,583 86,583
ENSIGN GROUP INC 1,221,490 1,221,490
ENTERPRISE PRODS OPER LLC DISC 255,129 255,129
EOG RES INC 157,515 157,515
EQUITABLE HLDGS INC 199,844 199,844
EURONET WORLDWIDE INC 1,205,735 1,205,735
EVEREST GROUP LTD 135,740 135,740
EVERSOURCE ENERGY 195,257 195,257
EXELIXIS INC 258,597 258,597
EXPEDIA GROUP, INC. 311,641 311,641
EXPONENT INC 719,675 719,675
EXXON MOBIL CORP 433,224 433,224
FEDERATED TREASURY OBLIGATION INSTITUTIONAL SHARES 703,035 703,035
FEDEX CORPORATION 433,290 433,290
FH SD8406 195,832 195,832
FIDELIS INSURANCE HOLDINGS LTD 230,926 230,926
FIFTH THIRD BANCORP 121,706 121,706
FIRST BANCORP PUERTO RICOMON 221,811 221,811
FIRST HORIZON CORPORATION 286,800 286,800
FIRST WATCH RESTAURANT GROUP INC 463,966 463,966
FIVE BELOW INC 1,689,401 1,689,401
FLEX LTD 211,470 211,470
FLOOR & DECOR HLDGS INC 438,043 438,043
FMC CORP 123,637 123,637
FORD MOTORPANY 334,560 334,560
FOX CORP CL A 518,797 518,797
FRESENIUS MEDICAL CARE AG 628,729 628,729
FRESH DEL MONTE PRODUCE INC 199,528 199,528
FRESHPET INC 1,418,511 1,418,511
GENERAC HLDGS INC 747,717 747,717
GENERAL MLS INC 158,100 158,100
GENERAL MTRS CO 715,616 715,616
GENPACT LTD 159,052 159,052
GENTEX CORP 1,569,050 1,569,050
GILEAD SCIENCES INC 613,700 613,700
GLAUKOS CORP 1,023,190 1,023,190
GLOBAL PMTS INC 676,786 676,786
GLOBANT S A SEDOL BP40HR4 ISIN LU0974299876 495,178 495,178
GLOBE LIFE INC 574,125 574,125
GLOBUS MEDICAL INC 2,487,549 2,487,549
GOLDMAN SACHS GROUP 263,700 263,700
GOODYEAR TIRE & RUBR CO 47,304 47,304
GOOSEHEAD INS INC CL A 420,468 420,468
GRACO INC 707,073 707,073
GRAND CANYON ED INC 1,944,330 1,944,330
GRAPHIC PACKAGING HLDG CO 78,312 78,312
GRID DYNAMICS HLDGS INC CL A 255,946 255,946
HALLIBURTON CO 192,168 192,168
HARLEY DAVIDSON INC 73,764 73,764
HCA HEALTHCARE, INC. 373,488 373,488
HEWLETT PACKARD ENTERPRISE CO 345,888 345,888
HF SINCLAIR CORP 115,200 115,200
HILLMAN SOLUTIONS CORP 1,310,102 1,310,102
HOME DEPOT INC. 321,382 321,382
HOST HOTELS AND RESORTS 248,220 248,220
HOULIHAN LOKEY INC CL A 1,796,073 1,796,073
HP INC 258,448 258,448
HUMANA INC 957,414 957,414
HUNTINGTON INGALLS INDS INC 170,035 170,035
IAC INC. 1,029,894 1,029,894
INCYTE CORPORATION 316,064 316,064
INGREDION INC 132,312 132,312
INSPIRE MED SYS INC 254,739 254,739
INSTALLED BLDG PRODS INC 153,040 153,040
INTERCONTINENTAL EXCHANGE, INC 1,169,189 1,169,189
JABIL, INC. 228,020 228,020
JAZZ PHARMACEUTICALS PLC 289,000 289,000
JOHN WILEY & SONS INC CL A 93,238 93,238
JOHNSON & JOHNSON 372,510 372,510
KADANT INC 963,368 963,368
KINDER MORGAN, INC. 372,430 372,430
KINDERCARE LEARNING COS INC 165,944 165,944
KINSALE CAP GROUP INC 1,245,326 1,245,326
KNIGHT SWIFT TRANSN HLDGS INC 505,704 505,704
KRAFT HEINZ CO 218,250 218,250
KROGER CO 412,368 412,368
LANDSTAR SYS INC 462,427 462,427
LEAR CORP 873,252 873,252
LINCOLN NATL CORP IND 111,325 111,325
LKQ CORP 442,007 442,007
LOAR HOLDINGS INC 513,060 513,060
LOCKHEED MARTIN CORP 193,468 193,468
LOCKHEED MARTIN CORPORATION 450,172 450,172
M & T BK CORP 80,592 80,592
MAGNA INTL INC SEDOL 2554475 ISIN CA5592224011 672,060 672,060
MARATHON PETROLEUM CORP 341,523 341,523
MARKETAXESS HLDGS INC 1,423,900 1,423,900
MEDPACE HLDGS INC 1,483,318 1,483,318
MERCK & CO INC 547,352 547,352
META PLATFORMS INC 427,426 427,426
META PLATFORMS INC CL A 3,371,080 3,371,080
METLIFE INC 524,793 524,793
MGIC INVT CORP WIS 233,760 233,760
MGM MIRAGE 153,258 153,258
MICROSOFT CORP 4,000,988 4,000,988
MICROSOFT CORP. 157,522 157,522
MILLROSE PPTYS INC CL A W/I 26,883 26,883
MOLSON COORS BEVERAGE CO 266,076 266,076
MOSAIC CO 122,859 122,859
MURPHY OIL CORP 78,750 78,750
NATIONAL FUEL GAS CO N J 184,138 184,138
NCR ATLEOS CORPORATION 78,126 78,126
NETAPP INC 149,926 149,926
NETFLIX INC 1,225,443 1,225,443
NEW YORK TIMES CO 1,381,597 1,381,597
NEWELL BRANDS, INC. 171,328 171,328
NEWMARKET CORP 206,178 206,178
NEWMONT CORPORATION 499,250 499,250
NEXSTAR MEDIA GROUP, INC. 182,745 182,745
NOV INC 337,733 337,733
NU HLDGS LTD ORD SHS CL A ISIN KYG6683N1034 SEDOL BN6NP19 1,811,134 1,811,134
NVIDIA CORP 6,191,987 6,191,987
OMEGA HEALTHCARE INVS INC 177,360 177,360
OPENLANE, INC. 1,892,251 1,892,251
OPTION CARE HEALTH INC 574,085 574,085
ORGANON & CO 68,115 68,115
ORTHOPEDIATRICS CORP 137,054 137,054
OSHKOSH CORPORATION 733,428 733,428
OVINTIV INC 160,679 160,679
OWENS CORNING INC 268,584 268,584
PAYLOCITY HLDG CORP 1,097,848 1,097,848
PAYPAL HLDGS INC 227,682 227,682
PENNANT GROUP INC 537,693 537,693
PENSKE AUTO GROUP INC 1,203,162 1,203,162
PFIZER INC 862,237 862,237
PHINIA INC 200,608 200,608
PHREESIA INC 221,652 221,652
PNC FINANCIAL SERVICES GROUP 125,603 125,603
POWER INTEGRATIONS INC 345,627 345,627
PPG INDS INC 557,177 557,177
PPL ELECTRIC UTILITIES CORP 431,513 431,513
PRIMERICA INC 2,862,887 2,862,887
PRIVIA HEALTH GROUP INC 1,148,062 1,148,062
PULTE GROUP INC 351,780 351,780
PVH CORP 522,488 522,488
QUALCOMM INC 581,570 581,570
QUANTA SVCS 758,864 758,864
RADIAN GROUP INC 266,326 266,326
RB GLOBAL INC 1,113,259 1,113,259
REGENERON PHARMACEUTICALS INC 173,671 173,671
REGIONS FINL CORP 373,980 373,980
REPLIGEN CORPMON 985,782 985,782
ROBERT HALF INC. 628,537 628,537
ROBLOX CORP CL A 1,003,476 1,003,476
SAMSARA INC CL A 1,425,303 1,425,303
SCIENCE APPLICATIONS INTL CORP 139,917 139,917
SEA LTD ADR 1,901,431 1,901,431
SERVICE PPTYS TR SH BEN INT 7,728 7,728
SHELL INTERNATIONAL FINANCE B.V. 201,170 201,170
SHELL PLC ADR 322,798 322,798
SHOPIFY INC 2,898,426 2,898,426
SIGNET JEWELERS 182,336 182,336
SIMPSON MFG INC 1,492,790 1,492,790
SIXTH STR SPECIALTY LENDING INC 395,695 395,695
SKYWORKS SOLUTIONS INC 536,639 536,639
SLB LIMITED 165,034 165,034
SMUCKER J M CO 146,715 146,715
SNAP ON INC 137,840 137,840
SOLVENTUM CORP 478,530 478,530
SPOTIFY TECHNOLOGY A SHS ISIN# LU1778762911 1,538,882 1,538,882
SPSMERCE INC 763,844 763,844
SS&C TECHNOLOGIES HLDGS INC 3,225,623 3,225,623
STATE STREET CORP 632,149 632,149
STEEL DYNAMICS INC 186,395 186,395
STEVANATO GROUP S P A ORD SHS SEDOL BNM0752 ISIN IT0005452658 401,998 401,998
STRATEGIC ED INC 1,012,685 1,012,685
SYLVAMO CORP 105,930 105,930
SYNCHRONY FINL 216,918 216,918
TAIWAN SEMICONDUCTOR MANUFACTURE ADR 3,248,888 3,248,888
TD SYNNEX CORP 407,874 407,874
TEGNA INC 199,923 199,923
TERADATA CORP DEL 231,344 231,344
TEXTRON INC 339,963 339,963
THE CAMPBELL'SPANY 97,545 97,545
THE HARTFORD INSURANCE GROUP, INC 496,080 496,080
TRANSCAT INC 400,230 400,230
TWFG INC CL A 472,116 472,116
TYSON FOODS INC 589,776 589,776
UBER TECHNOLOGIES INC 372,313 372,313
UGI CORP NEW 160,949 160,949
ULTRAGENYX PHARMACEUTICAL INC 352,797 352,797
UNITED AIRLINES HOLDINGS, INC. 335,460 335,460
UNIVERSAL HEALTH SVCS 724,262 724,262
UNUM GROUP 162,750 162,750
VALERO ENERGY 260,464 260,464
VERIZONMUNICATIONS INC 533,563 533,563
VIATRIS INC 100,845 100,845
VISA INC CL A 1,491,570 1,491,570
VOYA FINL INC 404,257 404,257
WELLS FARGO &PANY 1,677,973 1,677,973
WESTERN UNION CO 60,515 60,515
WHIRLPOOL CORP 86,568 86,568
WILLSCOT HOLDINGS CORPORATION 364,040 364,040
WORKIVA INC CL A 1,118,921 1,118,921
WYNDHAM HOTELS & RESORTS INC 1,679,321 1,679,321
ZIONS BANCORPORATION, N.A. 158,058 158,058

TY 2025 InvestmentsGovtObligationsSch
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
US Government Securities - End of Year Book Value:

13,088,372
US Government Securities - End of Year Fair Market Value:

13,088,372
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 InvestmentsOtherSchedule2
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CNH INDL N V FMV 130,924 130,924
COLUMBUS CORE PLUS BOND FUND FMV 38,435,336 38,435,336
ENBRIDGE INC. FMV 138,716 138,716
FEDERATED HERMES, INC. FMV 218,694 218,694
FH A95861 FMV 44,201 44,201
FH A96413 FMV 32,827 32,827
FH C00556 FMV 342 342
FH C00632 FMV 46 46
FH C00701 FMV 251 251
FH C01188 FMV 138 138
FH D83122 FMV 435 435
FH G05646 FMV 25,585 25,585
FH G08542 FMV 43,428 43,428
FH G08605 FMV 58,583 58,583
FH Q43734 FMV 136,279 136,279
FH Q46801 FMV 40,669 40,669
FH QB0130 FMV 376,163 376,163
FH QE0764 FMV 356,971 356,971
FH RA6231 FMV 106,473 106,473
FH RA8252 FMV 1,090,620 1,090,620
FH SD8201 FMV 119,733 119,733
FH SD8220 FMV 71,741 71,741
FH SD8299 FMV 1,730,777 1,730,777
FH SD8316 FMV 989,510 989,510
FN 429024 FMV 480 480
FN 443606 FMV 422 422
FN 545759 FMV 1,292 1,292
FN 603476 FMV 1,752 1,752
FN 890289 FMV 10,648 10,648
FN AB1051 FMV 13,774 13,774
FN AB7733 FMV 3,837 3,837
FN AC8280 FMV 143,364 143,364
FN AE5147 FMV 3,347 3,347
FN AH8932 FMV 13,271 13,271
FN AI1059 FMV 9,766 9,766
FN AI1888 FMV 66,064 66,064
FN AK3406 FMV 31,622 31,622
FN AO9140 FMV 75,717 75,717
FN AP4961 FMV 5,435 5,435
FN AQ0546 FMV 13,156 13,156
FN AS3467 FMV 18,359 18,359
FN AS4789 FMV 5,989 5,989
FN AT1714 FMV 7,957 7,957
FN AT7277 FMV 10,811 10,811
FN AU3751 FMV 8,666 8,666
FN AU3753 FMV 18,404 18,404
FN AV2340 FMV 21,452 21,452
FN AV6103 FMV 43,948 43,948
FN BJ9169 FMV 194,950 194,950
FN BM1768 FMV 174,051 174,051
FN BW1433 FMV 340,105 340,105
FN CA4358 FMV 137,198 137,198
FN CB1066 FMV 1,022,500 1,022,500
FN CB3914 FMV 290,590 290,590
FN FS2603 FMV 50,496 50,496
FN FS5890 FMV 792,781 792,781
FN MA2371 FMV 85,962 85,962
FN MA3210 FMV 143,020 143,020
FN MA3745 FMV 90,921 90,921
FN MA3937 FMV 173,177 173,177
FN MA4238 FMV 387,373 387,373
FN MA4654 FMV 224,130 224,130
FN MA4978 FMV 64,131 64,131
FN MA5071 FMV 593,400 593,400
FN MA5388 FMV 1,211,207 1,211,207
FN MA5605 FMV 115,961 115,961
FN MA5945 FMV 400,613 400,613
GN 002729 FMV 116 116
GN 460832 FMV 935 935
GN 460941 FMV 601 601
GN 531143 FMV 1,637 1,637
GN 544481 FMV 1,190 1,190
PFIZER INVEST ENTE PTE LTD. FMV 672,805 672,805
SPRUCEGROVE ALL COUNTRY WORLD EX U.S. FUND FMV 31,999,862 31,999,862
VANGUARD INSTITUTIONAL INDEX FMV 25,165,328 25,165,328
WILLIAM BLAIR INST INTL GROWTH FMV 28,255,070 28,255,070

TY 2025 LegalFeesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 19,958 0   17,067


TY 2025 OtherAssetsSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT OF USE ASSET 514,369 441,531 441,531


TY 2025 OtherDecreasesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Description Amount
UNREALIZED LOSS ON INVESTMENTS 8,284,957


TY 2025 OtherExpensesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PARKING & MILEAGE 11,276 677   10,576
INSURANCE 17,626 2,239   15,387
MISCELLANEOUS 19,576 775   29,340
OFFICE & OTHER SUPPLIES 5,592 336   5,123
SOFTWARE & EQUIPMENT 47,447 2,847   39,388
UTILITIES 13,755 825   13,094
SPRUCEGROVE K-1 OTHER EXPENSES 0 35,888   0


TY 2025 OtherIncomeSchedule2
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INVESTMENT SETTLEMENTS 26,502 26,502 26,502
SPRUCE GROVE K-1 0 -2,183 0
COLUMBUS CORE K-1 0 71,314 0


TY 2025 OtherLiabilitiesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Description Beginning of Year - Book Value End of Year - Book Value
LEASE LIABILITY 539,319 469,732


TY 2025 OtherProfessionalFeesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAL FEES 80,000 80,000   0
INVESTMENT FEES 1,708,080 1,708,079   0
NON-TRUSTEE COMMITTEE MEMBERS 22,500 3,000   19,500
OTHER 10,742 645   9,436


TY 2025 TaxesSchedule
Name:
IRVING S GILMORE FOUNDATION
EIN:
23-7236057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 566,501 0   0
SPRUCEGROVE K-1 FOREIGN TAXES PD 0 129,497   0
PAYROLL TAXES 50,177 1,629   48,548