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
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
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
15219
A Employer identification number

38-6057513
B Telephone number (see instructions)

4128076980
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)$18,075,430J 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      
4 Dividends and interest from securities... 457,899 456,168  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 943,048
b Gross sales price for all assets on line 6a 7,827,028
7 Capital gain net income (from Part IV, line 2)... 943,048
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)....... Click to see attachment
List of Attached Documents:
// Content
26,147 25,770  
12 Total. Add lines 1 through 11........ 1,427,094 1,424,986  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 177,859 106,716   71,144
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,769 0 0 6,769
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,100 0 0 6,100
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
21,770 7,347   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)....... Click to see attachment
List of Attached Documents:
// Content
5,760     5,760
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 218,258 114,063 0 89,773
25 Contributions, gifts, grants paid....... 658,042 658,042
26 Total expenses and disbursements. Add lines 24 and 25 ................ 876,300 114,063 0 747,815
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 550,794
b Net investment income (if negative, enter -0-) 1,310,923
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 761,526 760,911 760,911
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
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 0      
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  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,409,893 Click to see attachment
List of Attached Documents:
// Content
13,969,954 		17,313,479
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) 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) 14,171,420 14,730,866 18,075,430
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 )    
23 Total liabilities (add lines 17 through 22).........   0
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...........    
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........ 14,171,420 14,730,866
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)..... 14,171,420 14,730,866
30 Total liabilities and net assets/fund balances (see instructions). 14,171,420 14,730,866
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
14,171,420
2
Enter amount from Part I, line 27a .....................
2
550,794
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
8,687
4
Add lines 1, 2, and 3 ..........................
4
14,730,901
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
35
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
14,730,866
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 9.9 ISHARES S&P 500 INDEX FUND   2018-01-31 2025-01-29
b 5.658 ISHARES S&P 500 INDEX FUND   2018-02-01 2025-01-29
c 4.95 ISHARES S&P 500 INDEX FUND   2018-02-01 2025-01-29
d 22.514 HARDING LOEVNER   2012-11-05 2025-01-29
e 13.983 HARDING LOEVNER   2012-11-05 2025-01-29
104.216 AMG RR SM CAP VAL-I   2024-06-11 2025-03-11
234.186 AMG RR SM CAP VAL-I   2024-06-11 2025-03-11
312.122 AMG RR SM CAP VAL-I   2024-06-11 2025-03-11
99.545 AMG RR SM CAP VAL-I   2024-06-11 2025-03-11
271.865 AMG RR SM CAP VAL-I   2024-06-11 2025-03-11
966.841 AMG RR SM CAP VAL-I   2024-06-11 2025-03-11
2211.436 AMG RR SM CAP VAL-I   2024-06-11 2025-03-11
409.075 AMG RR SM CAP VAL-I   2024-06-11 2025-03-11
243.015 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
546.22 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
727.868 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
229.328 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
633.997 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
2199.436 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
5323.075 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
953.59 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
437.019 BAIRD MIDCAP INST   2024-06-11 2025-03-11
7. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
17. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
23. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
12. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
20. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
75. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
374. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
31. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
32.278 DODGE & COX INCOME FUND   2014-10-29 2025-03-11
14.781 DODGE & COX INCOME FUND   2022-06-23 2025-03-11
128.847 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-03-11
289.562 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-03-11
385.99 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-03-11
12.404 DOUBLELINE TOTAL RETURN BOND   2024-08-26 2025-03-11
75.909 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-03-11
335.981 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-03-11
1129.547 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-03-11
2265.741 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-03-11
506.019 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-03-11
100.871 HARBOR MID CAP VALUE   2024-06-11 2025-03-11
226.652 HARBOR MID CAP VALUE   2024-06-11 2025-03-11
302.066 HARBOR MID CAP VALUE   2024-06-11 2025-03-11
95.249 HARBOR MID CAP VALUE   2024-06-11 2025-03-11
263.1 HARBOR MID CAP VALUE   2024-06-11 2025-03-11
277.868 HARBOR MID CAP VALUE   2024-06-11 2025-03-11
449.911 HARBOR MID CAP VALUE   2024-06-11 2025-03-11
395.898 HARBOR MID CAP VALUE   2024-06-11 2025-03-11
218.519 OAKMARK INTL SM CAP-R6   2023-04-25 2025-03-11
491.157 OAKMARK INTL SM CAP-R6   2023-04-25 2025-03-11
654.496 OAKMARK INTL SM CAP-R6   2023-04-25 2025-03-11
204.264 OAKMARK INTL SM CAP-R6   2023-04-25 2025-03-11
570.093 OAKMARK INTL SM CAP-R6   2023-04-25 2025-03-11
1976.953 OAKMARK INTL SM CAP-R6   2019-05-21 2025-03-11
4766.756 OAKMARK INTL SM CAP-R6   2019-05-24 2025-03-11
857.463 OAKMARK INTL SM CAP-R6   2023-04-25 2025-03-11
1. ISHARES CORE S&P 500   2024-11-19 2025-03-11
8.99974 ISHARES CORE S&P 500   2024-11-19 2025-03-11
2.00026 ISHARES CORE S&P 500   2024-11-19 2025-03-11
12. ISHARES CORE S&P 500   2024-11-19 2025-03-11
2. ISHARES U S TREASURY BOND   2023-05-25 2025-03-11
3. ISHARES U S TREASURY BOND   2023-05-25 2025-03-11
4. ISHARES U S TREASURY BOND   2023-05-25 2025-03-11
3. ISHARES U S TREASURY BOND   2023-05-25 2025-03-11
27. ISHARES U S TREASURY BOND   2023-05-25 2025-03-11
77. ISHARES U S TREASURY BOND   2023-05-25 2025-03-11
6. ISHARES U S TREASURY BOND   2023-05-25 2025-03-11
6. ISHARES MSCI INTL QUALITY   2023-04-19 2025-03-11
13. ISHARES MSCI INTL QUALITY   2023-04-25 2025-03-11
17. ISHARES MSCI INTL QUALITY   2023-04-19 2025-03-11
6. ISHARES MSCI INTL QUALITY   2023-04-19 2025-03-11
15. ISHARES MSCI INTL QUALITY   2023-04-19 2025-03-11
56. ISHARES MSCI INTL QUALITY   2023-04-19 2025-03-11
120. ISHARES MSCI INTL QUALITY   2023-04-19 2025-03-11
22. ISHARES MSCI INTL QUALITY   2023-04-25 2025-03-11
4.384 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-03-11
9.955 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-03-11
13.334 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-03-11
9.54 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2025-03-11
11.632 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-03-11
46.406 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-03-11
100.307 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-03-11
17.443 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-03-11
376.317 MADISON MID CAP FUND-R6   2023-04-25 2025-03-11
845.817 MADISON MID CAP FUND-R6   2023-04-25 2025-03-11
1127.111 MADISON MID CAP FUND-R6   2023-04-25 2025-03-11
346.288 MADISON MID CAP FUND-R6   2023-04-25 2025-03-11
981.775 MADISON MID CAP FUND-R6   2023-04-25 2025-03-11
1476.633 MADISON MID CAP FUND-R6   2023-04-25 2025-03-11
110.578 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-03-11
248.493 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-03-11
331.199 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-03-11
106.215 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-03-11
288.485 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-03-11
1007.347 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-03-11
2251.185 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-03-11
434.071 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-03-11
4.61 PRINCIPAL MIDCAP FUND-R6   2018-01-31 2025-03-11
10.382 PRINCIPAL MIDCAP FUND-R6   2023-04-25 2025-03-11
13.855 PRINCIPAL MIDCAP FUND-R6   2023-04-25 2025-03-11
5.757 PRINCIPAL MIDCAP FUND-R6   2016-08-23 2025-03-11
12.076 PRINCIPAL MIDCAP FUND-R6   2023-04-25 2025-03-11
18.151 PRINCIPAL MIDCAP FUND-R6   2023-04-25 2025-03-11
16.121 PGIM HIGH YIELD FUND   2024-10-08 2025-03-11
8.865 PGIM HIGH YIELD FUND   2020-05-28 2025-03-11
35.651 PGIM HIGH YIELD FUND   2024-10-08 2025-03-11
20.748 PGIM HIGH YIELD FUND   2020-05-28 2025-03-11
47.619 PGIM HIGH YIELD FUND   2024-10-08 2025-03-11
27.775 PGIM HIGH YIELD FUND   2020-05-28 2025-03-11
13.856 PGIM HIGH YIELD FUND   2024-10-08 2025-03-11
8.96 PGIM HIGH YIELD FUND   2020-05-28 2025-03-11
41.299 PGIM HIGH YIELD FUND   2024-10-08 2025-03-11
24.384 PGIM HIGH YIELD FUND   2020-05-28 2025-03-11
245.495 PGIM HIGH YIELD FUND   2019-11-01 2025-03-11
555.422 PGIM HIGH YIELD FUND   2020-05-28 2025-03-11
63.798 PGIM HIGH YIELD FUND   2024-10-08 2025-03-11
34.971 PGIM HIGH YIELD FUND   2020-05-28 2025-03-11
1192.56 TOUCHSTONE MID CAP-R6   2022-03-01 2025-03-11
2678.298 TOUCHSTONE MID CAP-R6   2022-03-01 2025-03-11
19.307 ALLSPRING CORE BOND FUND   2023-05-25 2025-03-11
43.612 ALLSPRING CORE BOND FUND   2023-05-25 2025-03-11
58.325 ALLSPRING CORE BOND FUND   2023-05-25 2025-03-11
17.625 ALLSPRING CORE BOND FUND   2023-05-25 2025-03-11
50.815 ALLSPRING CORE BOND FUND   2023-05-25 2025-03-11
191.582 ALLSPRING CORE BOND FUND   2023-05-25 2025-03-11
432.636 ALLSPRING CORE BOND FUND   2023-05-25 2025-03-11
76.402 ALLSPRING CORE BOND FUND   2023-05-25 2025-03-11
2. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-03-11
6. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-03-11
9. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-03-11
2. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-03-11
7. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-03-11
28. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-03-11
4. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-03-11
65. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-03-11
11. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-03-11
69.95 BAIRD MIDCAP INST   2024-06-11 2025-03-12
265.308 FEDERATED HERMES INTERNATIONAL   2018-06-28 2025-05-28
163.267 FEDERATED HERMES INTERNATIONAL   2018-06-28 2025-05-28
183.674 FEDERATED HERMES INTERNATIONAL   2018-06-28 2025-05-28
764.919 AMG RR SM CAP VAL-I   2023-04-25 2025-07-18
77.702 PZENA EMERG MKTS VALUE-INST   2025-03-11 2025-07-18
1404.192 PZENA EMERG MKTS VALUE-INST   2023-04-25 2025-07-18
469. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-07-18
478. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-07-18
96.413 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-07-18
1874.805 SEAFARER OVERSEAS GROWTH &   2023-04-25 2025-07-18
465.17 HARBOR MID CAP VALUE   2024-06-11 2025-07-18
128.83 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-07-18
1522.522 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2025-07-18
40. ISHARES CORE S&P 500   2024-11-19 2025-07-18
532. ISHARES CORE S&P 500   2023-04-25 2025-07-18
298. ISHARES MSCI INTL QUALITY   2023-04-19 2025-07-18
340. ISHARES CORE MSCI DEV MKTS   2025-03-11 2025-07-18
157.827 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-07-18
1055.431 LONGLEAF PARTNERS FDS TR   2021-03-24 2025-07-18
968.563 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-07-18
378.842 PRINCIPAL MIDCAP FUND-R6   2023-04-25 2025-07-18
73.513 TOUCHSTONE SANDS EM GR-R6   2025-03-11 2025-07-18
1223.57 TOUCHSTONE SANDS EM GR-R6   2023-04-25 2025-07-18
17.523 PZENA EMERG MKTS VALUE-INST   2025-03-11 2025-08-26
5.788 PZENA EMERG MKTS VALUE-INST   2024-06-07 2025-08-26
52.021 PZENA EMERG MKTS VALUE-INST   2024-06-07 2025-08-26
69.404 PZENA EMERG MKTS VALUE-INST   2024-06-07 2025-08-26
21.292 PZENA EMERG MKTS VALUE-INST   2025-03-11 2025-08-26
190.466 PZENA EMERG MKTS VALUE-INST   2025-03-11 2025-08-26
19.211 PZENA EMERG MKTS VALUE-INST   2024-06-11 2025-08-26
478.222 PZENA EMERG MKTS VALUE-INST   2025-03-11 2025-08-26
90.808 PZENA EMERG MKTS VALUE-INST   2024-06-07 2025-08-26
2192.18 BLACKROCK TOTAL RETURN-I   2024-08-26 2025-08-26
4924.6 BLACKROCK TOTAL RETURN-I   2024-08-26 2025-08-26
6562.239 BLACKROCK TOTAL RETURN-I   2024-08-26 2025-08-26
2007.878 BLACKROCK TOTAL RETURN-I   2024-08-26 2025-08-26
10365.837 BLACKROCK TOTAL RETURN-I   2024-08-26 2025-08-26
19795.508 BLACKROCK TOTAL RETURN-I   2024-08-26 2025-08-26
45550.921 BLACKROCK TOTAL RETURN-I   2024-08-26 2025-08-26
8601.105 BLACKROCK TOTAL RETURN-I   2024-08-26 2025-08-26
11. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-08-26
24. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-08-26
32. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-08-26
9. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-08-26
96. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-08-26
219. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-08-26
42. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-08-26
1221.944 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-08-26
2745.021 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-08-26
3657.859 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-08-26
1119.158 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-08-26
2624.453 DOUBLELINE TOTAL RETURN BOND   2025-07-18 2025-08-26
3185.812 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-08-26
11034.315 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-08-26
25391.151 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-08-26
4794.344 DOUBLELINE TOTAL RETURN BOND   2023-05-25 2025-08-26
37.807 SEAFARER OVERSEAS GROWTH &   2024-06-07 2025-08-26
84.856 SEAFARER OVERSEAS GROWTH &   2024-06-07 2025-08-26
113.184 SEAFARER OVERSEAS GROWTH &   2024-06-07 2025-08-26
34.643 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-08-26
340.248 SEAFARER OVERSEAS GROWTH &   2021-03-24 2025-08-26
776.935 SEAFARER OVERSEAS GROWTH &   2021-03-24 2025-08-26
148.188 SEAFARER OVERSEAS GROWTH &   2024-06-07 2025-08-26
36.153 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-08-26
81.078 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-08-26
108.178 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-08-26
22.496 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-08-26
10.737 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2025-08-26
234.392 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-08-26
92.287 WCM FOCUSED INTL GROWTH-INS   2022-06-23 2025-08-26
740.75 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-08-26
141.658 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-08-26
12. ISHARES CORE S&P 500   2024-11-19 2025-08-26
26. ISHARES CORE S&P 500   2024-11-19 2025-08-26
34. ISHARES CORE S&P 500   2024-11-19 2025-08-26
11. ISHARES CORE S&P 500   2024-11-19 2025-08-26
105. ISHARES CORE S&P 500   2024-11-19 2025-08-26
238. ISHARES CORE S&P 500   2024-11-19 2025-08-26
46. ISHARES CORE S&P 500   2024-11-19 2025-08-26
1. ISHARES CORE MSCI DEV MKTS   2025-03-11 2025-08-26
10. ISHARES CORE MSCI DEV MKTS   2025-03-11 2025-08-26
54. ISHARES CORE MSCI DEV MKTS   2025-03-11 2025-08-26
3. ISHARES CORE MSCI DEV MKTS   2025-03-11 2025-08-26
26.542 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-08-26
3.491 LONGLEAF PARTNERS FDS TR   2021-03-24 2025-08-26
57.748 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-08-26
9.667 LONGLEAF PARTNERS FDS TR   2021-03-24 2025-08-26
77.962 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-08-26
11.936 LONGLEAF PARTNERS FDS TR   2021-03-24 2025-08-26
23.831 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-08-26
3.638 LONGLEAF PARTNERS FDS TR   2021-03-24 2025-08-26
270.398 LONGLEAF PARTNERS FDS TR   2021-03-24 2025-08-26
617.643 LONGLEAF PARTNERS FDS TR   2021-03-24 2025-08-26
101.347 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-08-26
16.384 LONGLEAF PARTNERS FDS TR   2021-03-24 2025-08-26
251.014 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2025-08-26
272.527 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-08-26
563.666 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2025-08-26
612.437 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-08-26
751.16 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2025-08-26
816.048 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-08-26
216.028 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2025-08-26
263.474 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-08-26
1804.577 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2025-08-26
710.805 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-08-26
2268.731 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2025-08-26
2458.918 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-08-26
5547.05 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2025-08-26
5331.78 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-08-26
985.004 MFS EMERGING MKTS DEBT FD-R6   2024-08-26 2025-08-26
1069.131 MFS EMERGING MKTS DEBT FD-R6   2019-10-24 2025-08-26
1017.337 PGIM HIGH YIELD FUND   2024-10-08 2025-08-26
674.569 PGIM HIGH YIELD FUND   2023-04-25 2025-08-26
2285.409 PGIM HIGH YIELD FUND   2024-10-08 2025-08-26
1515.358 PGIM HIGH YIELD FUND   2023-04-25 2025-08-26
3045.49 PGIM HIGH YIELD FUND   2024-10-08 2025-08-26
2019.196 PGIM HIGH YIELD FUND   2023-04-25 2025-08-26
918.429 PGIM HIGH YIELD FUND   2024-10-08 2025-08-26
631.159 PGIM HIGH YIELD FUND   2023-04-25 2025-08-26
6143.687 PGIM HIGH YIELD FUND   2024-10-08 2025-08-26
1758.64 PGIM HIGH YIELD FUND   2023-04-25 2025-08-26
9340.348 PGIM HIGH YIELD FUND   2024-10-08 2025-08-26
5937.808 PGIM HIGH YIELD FUND   2019-11-01 2025-08-26
20887.81 PGIM HIGH YIELD FUND   2024-10-08 2025-08-26
14268.874 PGIM HIGH YIELD FUND   2020-05-28 2025-08-26
3991.499 PGIM HIGH YIELD FUND   2024-10-08 2025-08-26
2646.767 PGIM HIGH YIELD FUND   2023-04-25 2025-08-26
10.419 TOUCHSTONE SANDS EM GR-R6   2025-03-11 2025-08-26
35.028 TOUCHSTONE SANDS EM GR-R6   2025-03-11 2025-08-26
8.076 TOUCHSTONE SANDS EM GR-R6   2025-03-11 2025-08-26
10.768 TOUCHSTONE SANDS EM GR-R6   2025-03-11 2025-08-26
122.24 TOUCHSTONE SANDS EM GR-R6   2021-03-24 2025-08-26
61.157 TOUCHSTONE SANDS EM GR-R6   2025-03-11 2025-08-26
1467.642 ALLSPRING CORE BOND FUND   2023-05-25 2025-08-26
3296.968 ALLSPRING CORE BOND FUND   2023-05-25 2025-08-26
4393.352 ALLSPRING CORE BOND FUND   2023-05-25 2025-08-26
1344.188 ALLSPRING CORE BOND FUND   2023-05-25 2025-08-26
3589.635 ALLSPRING CORE BOND FUND   2025-07-18 2025-08-26
3826.389 ALLSPRING CORE BOND FUND   2023-05-25 2025-08-26
13253.008 ALLSPRING CORE BOND FUND   2023-05-25 2025-08-26
30496.601 ALLSPRING CORE BOND FUND   2023-05-25 2025-08-26
5758.352 ALLSPRING CORE BOND FUND   2023-05-25 2025-08-26
34.811 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-09-03
400.513 LONGLEAF PARTNERS FDS TR   2023-04-25 2025-09-03
77.902 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-09-03
900.073 LONGLEAF PARTNERS FDS TR   2023-04-25 2025-09-03
102.431 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-09-03
1200.697 LONGLEAF PARTNERS FDS TR   2023-04-25 2025-09-03
22.461 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-09-03
376.256 LONGLEAF PARTNERS FDS TR   2023-04-25 2025-09-03
537.411 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-09-03
3394.384 LONGLEAF PARTNERS FDS TR   2021-03-24 2025-09-03
810.055 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-09-03
8240.904 LONGLEAF PARTNERS FDS TR   2021-03-24 2025-09-03
135.164 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-09-03
1572.939 LONGLEAF PARTNERS FDS TR   2023-04-25 2025-09-03
718.812 PZENA EMERG MKTS VALUE-INST   2025-03-11 2025-09-19
97. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-19
1060.506 AMER FND MULTI-SEC INC-F3   2025-08-26 2025-09-19
139. DIMENSIONAL INTERNATIONAL VA   2025-09-03 2025-09-19
1487.887 DODGE & COX INCOME FUND   2025-08-26 2025-09-19
911.226 SEAFARER OVERSEAS GROWTH &   2021-03-24 2025-09-19
226.127 HARBOR MID CAP VALUE   2024-06-11 2025-09-19
608.338 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-09-19
69. ISHARES CORE S&P 500   2024-11-19 2025-09-19
112. ISHARES CORE S&P 500   2023-03-06 2025-09-19
357. ISHARES U S TREASURY BOND   2023-05-25 2025-09-19
96. ISHARES MSCI INTL QUALITY   2023-04-19 2025-09-19
117. ISHARES CORE MSCI DEV MKTS   2025-03-11 2025-09-19
180.97 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-09-19
928.706 PRUDENTIAL TOTAL RETURN BOND   2025-08-26 2025-09-19
411.177 TOUCHSTONE SANDS EM GR-R6   2025-03-11 2025-09-19
641.877 TOUCHSTONE SANDS EM GR-R6   2022-01-24 2025-09-19
81. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-09-19
81. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-23
184. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-23
245. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-23
76. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-23
740. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-23
1672. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-23
322. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-23
37.091 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-09-23
681.179 SEAFARER OVERSEAS GROWTH &   2023-04-25 2025-09-23
83.19 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-09-23
1530.434 SEAFARER OVERSEAS GROWTH &   2023-04-25 2025-09-23
110.745 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-09-23
2039.369 SEAFARER OVERSEAS GROWTH &   2023-04-25 2025-09-23
40.671 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-09-23
617.198 SEAFARER OVERSEAS GROWTH &   2023-04-25 2025-09-23
444.808 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-09-23
6042.511 SEAFARER OVERSEAS GROWTH &   2019-05-21 2025-09-23
688.897 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-09-23
13333.631 SEAFARER OVERSEAS GROWTH &   2019-05-24 2025-09-23
145.194 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-09-23
2673.114 SEAFARER OVERSEAS GROWTH &   2023-04-25 2025-09-23
10.759 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-09-23
256.644 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2025-09-23
36.186 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-09-23
564.528 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2025-09-23
40.724 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-09-23
759.695 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2025-09-23
248.987 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2025-09-23
2415.602 WCM FOCUSED INTL GROWTH-INS   2019-05-21 2025-09-23
135.033 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-09-23
5041.708 WCM FOCUSED INTL GROWTH-INS   2019-05-24 2025-09-23
52.68 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-09-23
996.521 WCM FOCUSED INTL GROWTH-INS   2023-04-25 2025-09-23
315. ISHARES MSCI INTL QUALITY   2023-04-19 2025-09-23
709. ISHARES MSCI INTL QUALITY   2023-04-25 2025-09-23
945. ISHARES MSCI INTL QUALITY   2023-04-19 2025-09-23
289. ISHARES MSCI INTL QUALITY   2023-04-19 2025-09-23
2852. ISHARES MSCI INTL QUALITY   2023-04-19 2025-09-23
6468. ISHARES MSCI INTL QUALITY   2023-04-19 2025-09-23
1239. ISHARES MSCI INTL QUALITY   2023-04-25 2025-09-23
157. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-09-23
353. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-09-23
1. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-09-23
470. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-09-23
1. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-09-23
143. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-09-23
1422. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-09-23
3192. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-09-23
1. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-09-23
617. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-09-23
925.743 FEDERATED STRAT VAL DVD-R6   2025-07-18 2025-09-24
12. ISHARES CORE S&P 500   2023-04-25 2025-09-24
26. ISHARES CORE MSCI EMERGING   2025-07-18 2025-09-24
525. ISHARES MSCI INTL QUALITY   2023-04-25 2025-09-24
239. WISDOMTREE U.S. QUALITY DIVI   2025-07-18 2025-09-24
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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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    
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CAPITAL GAIN DIVIDENDS P    
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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    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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 7,000   3,332 3,668
b 4,000   1,903 2,097
c 3,500   1,665 1,835
d 820   1,103 -283
e 510   693 -183
1,599   1,609 -10
3,592   3,616 -24
4,788   4,819 -31
1,527   1,537 -10
4,170   4,198 -28
14,831   14,928 -97
33,923   34,145 -222
6,275   6,316 -41
4,248   4,520 -272
9,548   10,160 -612
12,723   13,538 -815
4,009   4,266 -257
11,082   11,792 -710
38,446   40,910 -2,464
93,047   99,009 -5,962
16,669   17,737 -1,068
9,313   10,370 -1,057
274   229 45
665   556 109
900   752 148
469   392 77
782   654 128
2,934   2,452 482
14,631   12,227 2,404
1,213   1,013 200
409   448 -39
187   186 1
1,140   1,136 4
2,563   2,554 9
3,416   3,404 12
110   112 -2
672   670 2
2,973   2,963 10
9,996   9,963 33
20,052   19,984 68
4,478   4,463 15
2,518   2,547 -29
5,657   5,723 -66
7,540   7,627 -87
2,377   2,405 -28
6,567   6,643 -76
6,936   7,016 -80
11,230   11,360 -130
9,882   9,996 -114
4,296   3,951 345
9,656   8,881 775
12,867   11,834 1,033
4,016   3,693 323
11,208   10,309 899
38,867   27,351 11,516
93,714   65,070 28,644
16,858   15,504 1,354
564   591 -27
5,072   5,321 -249
1,127   1,183 -56
6,763   7,094 -331
46   46  
69   69  
92   92  
69   69  
618   626 -8
1,764   1,769 -5
137   138 -1
240   218 22
521   468 53
681   617 64
240   218 22
601   545 56
2,242   2,033 209
4,805   4,323 482
881   792 89
53   65 -12
120   147 -27
161   197 -36
115   117 -2
140   171 -31
560   684 -124
1,211   1,475 -264
211   257 -46
6,040   5,013 1,027
13,575   11,266 2,309
18,090   15,013 3,077
5,558   4,613 945
15,757   13,077 2,680
23,700   19,669 4,031
1,349   1,415 -66
3,032   3,181 -149
4,041   4,239 -198
1,296   1,360 -64
3,520   3,693 -173
12,290   12,894 -604
27,464   28,815 -1,351
5,296   5,556 -260
199   131 68
448   341 107
597   456 141
248   132 116
521   397 124
783   597 186
77   78 -1
43   45 -2
171   173 -2
100   106 -6
229   231 -2
133   142 -9
67   67  
43   46 -3
198   200 -2
117   125 -8
1,178   1,345 -167
2,666   2,835 -169
306   309 -3
168   179 -11
62,466   53,459 9,007
140,289   120,461 19,828
213   212 1
482   479 3
644   641 3
195   194 1
562   558 4
2,117   2,105 12
4,781   4,755 26
844   840 4
159   166 -7
476   499 -23
715   748 -33
159   166 -7
556   582 -26
2,223   2,328 -105
318   255 63
5,160   5,405 -245
873   915 -42
1,493   1,660 -167
6,458   6,500 -42
3,974   4,000 -26
4,471   4,500 -29
12,468   10,734 1,734
1,095   984 111
19,785   15,975 3,810
32,380   30,322 2,058
20,501   15,626 4,875
1,299   1,152 147
25,254   21,919 3,335
12,462   11,746 716
3,463   2,961 502
40,925   32,929 7,996
25,244   23,648 1,596
335,739   218,929 116,810
12,733   10,743 1,990
25,756   23,431 2,325
2,778   2,448 330
18,576   16,322 2,254
12,107   12,398 -291
18,067   12,460 5,607
1,202   1,081 121
20,005   15,870 4,135
256   222 34
85   74 11
761   670 91
1,015   893 122
312   270 42
2,787   2,413 374
281   244 37
6,996   6,059 937
1,329   1,169 160
21,812   22,223 -411
49,000   49,922 -922
65,294   66,523 -1,229
19,978   20,338 -360
103,140   103,652 -512
196,965   200,684 -3,719
453,232   461,835 -8,603
85,581   87,191 -1,610
500   360 140
1,092   785 307
1,456   1,046 410
409   294 115
4,367   3,138 1,229
9,963   7,159 2,804
1,911   1,373 538
10,863   10,644 219
24,403   23,914 489
32,518   31,831 687
9,949   9,771 178
23,331   23,016 315
28,322   27,666 656
98,095   96,362 1,733
225,727   221,729 3,998
42,622   41,747 875
524   464 60
1,175   1,040 135
1,568   1,388 180
480   414 66
4,712   5,068 -356
10,761   11,561 -800
2,052   1,817 235
960   831 129
2,153   1,863 290
2,873   2,486 387
597   517 80
285   233 52
6,225   5,386 839
2,451   1,727 724
19,674   17,022 2,652
3,762   3,255 507
7,749   7,094 655
16,790   15,371 1,419
21,956   20,101 1,855
7,103   6,503 600
67,805   62,076 5,729
153,692   140,707 12,985
29,705   27,195 2,510
78   69 9
784   689 95
4,232   3,721 511
235   207 28
477   412 65
63   65 -2
1,038   896 142
174   179 -5
1,401   1,209 192
214   221 -7
428   370 58
65   67 -2
4,859   5,008 -149
11,099   11,439 -340
1,821   1,572 249
294   303 -9
3,103   3,067 36
3,368   3,146 222
6,967   6,888 79
7,570   7,071 499
9,284   9,179 105
10,086   9,422 664
2,670   2,640 30
3,257   3,033 224
22,305   21,971 334
8,786   8,207 579
28,042   27,724 318
30,392   31,555 -1,163
68,562   67,785 777
65,901   68,111 -2,210
12,175   12,037 138
13,214   12,342 872
4,975   4,934 41
3,299   3,117 182
11,176   11,084 92
7,410   7,001 409
14,892   14,771 121
9,874   9,329 545
4,491   4,454 37
3,086   2,916 170
30,043   29,727 316
8,600   8,125 475
45,674   45,301 373
29,036   30,257 -1,221
102,141   101,306 835
69,775   70,441 -666
19,518   19,359 159
12,943   12,228 715
173   153 20
581   515 66
134   119 15
179   158 21
2,029   2,471 -442
1,015   900 115
16,306   16,111 195
36,629   36,192 437
48,810   48,228 582
14,934   14,773 161
39,881   39,450 431
42,511   42,004 507
147,241   145,482 1,759
338,817   334,590 4,227
63,975   63,211 764
626   540 86
7,197   6,184 1,013
1,400   1,208 192
16,174   13,897 2,277
1,841   1,589 252
21,577   18,539 3,038
404   348 56
6,761   5,809 952
9,657   8,335 1,322
60,997   58,476 2,521
14,557   12,564 1,993
148,089   143,640 4,449
2,429   2,096 333
28,266   24,286 3,980
10,940   9,107 1,833
7,022   6,271 751
10,149   10,064 85
6,418   6,276 142
19,298   18,985 313
13,076   12,817 259
6,485   5,710 775
16,717   13,980 2,737
45,888   40,793 5,095
74,486   45,694 28,792
8,243   8,202 41
4,219   3,458 761
9,345   8,063 1,282
2,429   2,316 113
11,330   11,218 112
7,167   6,048 1,119
11,188   11,297 -109
7,208   5,159 2,049
5,878   5,237 641
13,352   11,896 1,456
17,779   15,840 1,939
5,515   4,914 601
53,699   47,843 5,856
121,331   108,100 13,231
23,366   20,818 2,548
533   443 90
9,789   7,943 1,846
1,195   994 201
21,992   17,845 4,147
1,591   1,323 268
29,306   23,779 5,527
584   486 98
8,869   7,178 1,691
6,392   5,315 1,077
86,831   71,820 15,011
9,899   8,232 1,667
191,604   147,327 44,277
2,086   1,735 351
38,413   31,170 7,243
296   247 49
7,071   5,572 1,499
997   832 165
15,553   12,256 3,297
1,122   936 186
20,930   16,493 4,437
6,860   5,406 1,454
66,550   42,167 24,383
3,720   3,103 617
138,899   83,477 55,422
1,451   1,211 240
27,454   21,634 5,820
13,915   11,350 2,565
31,319   25,436 5,883
41,744   34,050 7,694
12,766   10,413 2,353
125,983   102,710 23,273
285,715   231,788 53,927
54,731   44,450 10,281
14,046   9,999 4,047
31,581   22,481 9,100
89   83 6
42,048   29,932 12,116
89   83 6
12,793   9,107 3,686
127,218   90,562 36,656
285,568   203,286 82,282
89   83 6
55,199   39,294 15,905
5,980   5,795 185
8,006   4,938 3,068
1,712   1,594 118
22,911   18,910 4,001
21,309   20,323 986
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
      103,462
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,668
b       2,097
c       1,835
d       -283
e       -183
      -10
      -24
      -31
      -10
      -28
      -97
      -222
      -41
      -272
      -612
      -815
      -257
      -710
      -2,464
      -5,962
      -1,068
      -1,057
      45
      109
      148
      77
      128
      482
      2,404
      200
      -39
      1
      4
      9
      12
      -2
      2
      10
      33
      68
      15
      -29
      -66
      -87
      -28
      -76
      -80
      -130
      -114
      345
      775
      1,033
      323
      899
      11,516
      28,644
      1,354
      -27
      -249
      -56
      -331
       
       
       
       
      -8
      -5
      -1
      22
      53
      64
      22
      56
      209
      482
      89
      -12
      -27
      -36
      -2
      -31
      -124
      -264
      -46
      1,027
      2,309
      3,077
      945
      2,680
      4,031
      -66
      -149
      -198
      -64
      -173
      -604
      -1,351
      -260
      68
      107
      141
      116
      124
      186
      -1
      -2
      -2
      -6
      -2
      -9
       
      -3
      -2
      -8
      -167
      -169
      -3
      -11
      9,007
      19,828
      1
      3
      3
      1
      4
      12
      26
      4
      -7
      -23
      -33
      -7
      -26
      -105
      63
      -245
      -42
      -167
      -42
      -26
      -29
      1,734
      111
      3,810
      2,058
      4,875
      147
      3,335
      716
      502
      7,996
      1,596
      116,810
      1,990
      2,325
      330
      2,254
      -291
      5,607
      121
      4,135
      34
      11
      91
      122
      42
      374
      37
      937
      160
      -411
      -922
      -1,229
      -360
      -512
      -3,719
      -8,603
      -1,610
      140
      307
      410
      115
      1,229
      2,804
      538
      219
      489
      687
      178
      315
      656
      1,733
      3,998
      875
      60
      135
      180
      66
      -356
      -800
      235
      129
      290
      387
      80
      52
      839
      724
      2,652
      507
      655
      1,419
      1,855
      600
      5,729
      12,985
      2,510
      9
      95
      511
      28
      65
      -2
      142
      -5
      192
      -7
      58
      -2
      -149
      -340
      249
      -9
      36
      222
      79
      499
      105
      664
      30
      224
      334
      579
      318
      -1,163
      777
      -2,210
      138
      872
      41
      182
      92
      409
      121
      545
      37
      170
      316
      475
      373
      -1,221
      835
      -666
      159
      715
      20
      66
      15
      21
      -442
      115
      195
      437
      582
      161
      431
      507
      1,759
      4,227
      764
      86
      1,013
      192
      2,277
      252
      3,038
      56
      952
      1,322
      2,521
      1,993
      4,449
      333
      3,980
      1,833
      751
      85
      142
      313
      259
      775
      2,737
      5,095
      28,792
      41
      761
      1,282
      113
      112
      1,119
      -109
      2,049
      641
      1,456
      1,939
      601
      5,856
      13,231
      2,548
      90
      1,846
      201
      4,147
      268
      5,527
      98
      1,691
      1,077
      15,011
      1,667
      44,277
      351
      7,243
      49
      1,499
      165
      3,297
      186
      4,437
      1,454
      24,383
      617
      55,422
      240
      5,820
      2,565
      5,883
      7,694
      2,353
      23,273
      53,927
      10,281
      4,047
      9,100
      6
      12,116
      6
      3,686
      36,656
      82,282
      6
      15,905
      185
      3,068
      118
      4,001
      986
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 943,048
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 18,222
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 18,222
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 18,222
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,080
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 10,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 8,142
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 tax0 Refunded 11 0
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofPNC BANK NA Telephone no. (412) 807-6980

Located at500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+415219
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
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
PNC BANK N A TRUSTEE
1 		177,859    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
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................... 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
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.........................  
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
16,597,923
b
Average of monthly cash balances.......................
1b
730,297
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
17,328,220
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
17,328,220
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
259,923
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,068,297
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
853,415
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
853,415
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
18,222
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,222
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
835,193
4
Recoveries of amounts treated as qualifying distributions................
4
5,790
5
Add lines 3 and 4............................
5
840,983
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
840,983
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
747,815
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
747,815
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 7 840,983
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 656,458
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 747,815
a Applied to 2024, but not more than line 2a 656,458
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..... 91,357
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 .......... 		749,626
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 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
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:
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 (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

WKAR-DEPARTMENT OF BROADCASTING

404 WILSON RD RM 212
EAST LANSING,MI48824 		NONE   RADIO READING SERVICE 7,217

CAPITAL REGION COMMUNITY FOUNDATION

330 MARSHALL ST STE 300
LANSING,MI48823 		NONE   GENERAL SUPPORT 489,769

AMERICAN CANCER SOCIETY

1755 ABBEY ROAD
EAST LANSING,MI48823 		NONE   GENERAL SUPPORT 8,800

SALVATION ARMY

5550 PRAIRIE STONE PARKWAY
HOFFMAN ESTATES,IL60192 		NONE   GENERAL SUPPORT 8,800

NATIONAL ANTI-VIVISECTION SOCIETY

53 W JACKSON BOULEVARD
CHICAGO,IL60604 		NONE   GENERAL SUPPORT 8,800

1ST UNITED METHODIST CHURCH

209 W GREEN
HASTINGS,WI49058 		NONE   GENERAL SUPPORT 285

ORIGAMI REHABILITATION

3181 SANDHILL RD
MASON,MI48854 		NONE   GENERAL SUPPORT 7,217

VOLUNTEERS OF AMERICA MI

414 N LARCH ST
LANSING,MI48912 		NONE   GENERAL SUPPORT 8,800

CAPITAL AREA HUMANE SOCIETY

7095 W GRAND RIVER AVE
LANSING,MI48906 		NONE   GENERAL SUPPORT 16,221

LAWRENCE AVENUE UNITED METHODIST CHURCH

210 E LAWRENCE AVE
CHARLOTTE,MI48813 		NONE   GENERAL SUPPORT 13,957

HARRY HARRIS SCHOLARSHIP FUND

1924 COOLIDGE ROAD
EAST LANSING,MI48823 		NONE   GENERAL SUPPORT 23,323

FIRST UNITED METHODIST CHURCH

201 E ASH STREET
MASON,MI48854 		NONE   GENERAL SUPPORT 3,992

HAYES-GREEN-BEACH HOSPITAL

321 E HARRIS
CHARLOTTE,MI48813 		NONE   GENERAL SUPPORT 13,672

BROOKFIELD UNITED

7681 BROOKFIELD RD
CHARLOTTE,MI48813 		NONE   GENERAL SUPPORT 285

CAPITAL AREA DISTRICT LIBRARY

401 S CAPITOL
LANSING,MI48933 		NONE   GENERAL SUPPORT 1,041

LANSING SCHOOL DISTRICT

519 W KALAMAZOO
LANSING,MI48933 		NONE   GENERAL SUPPORT 1,167

EAST LANSING LIBRARY

950 ABBOTT
EAST LANSING,MI48823 		NONE   GENERAL SUPPORT 207

1ST PRESBYTERIAN CHURCH

131 E MAPLE STREET
MASON,MI48854 		NONE   GENERAL SUPPORT 3,992

EDWARD W SPARROW HOSPITAL
C/O SPARROW HOSPITAL FOUNDATION
1110 E MICHIGAN AVENUE
LANSING,MI48912 		NONE   GENERAL SUPPORT 13,812

HUMANE SOCIETY OF THE US

2100 L STREET N W
WASHINGTON,DC20037 		NONE   GENERAL SUPPORT 8,800

DKG INTERNATIONAL EDUCATORS FDN

12710 RESEARCH STE 230
AUSTIN,TX78759 		NONE   GENERAL SUPPORT 285

AMERICAN HUMANE ASSOCIATION

1400 16TH ST NW STE 360
WASHINGTON,DC20036 		NONE   GENERAL SUPPORT 8,800

BORN FREE USA

1122 S ST
SACRAMENTO,CA95822 		NONE   GENERAL SUPPORT 8,800
Total ................................. 3a 658,042
bApproved for future payment
Total ................................. 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 457,899  
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 ............ 		    18 943,048  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME 		    1 26,147  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,427,094  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,427,094
(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:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 6,100     6,100

TY 2025 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 1,515,634 1,548,579
317609295 SEAFARER OVERSEAS GR      
412295305 HARDING LOEVNER EMER      
461418444 WCM FOCUSED INTL GRO AT COST 237,127 329,956
464287200 ISHARES CORE S&P 500 AT COST 3,582,401 6,274,735
552746364 MFS EMERGING MKTS DE      
09252M883 BLACKROCK TOTAL RETU AT COST 64,539 57,630
31423A671 FEDERATED HERMES INT      
74256W584 PRINCIPAL MIDCAP FUN AT COST 58,726 79,982
74440Y884 PGIM HIGH YIELD FUND      
89609H704 TRIBUTARY SMALL COMP AT COST 5,500 4,683
97717X669 WISDOMTREE U.S. QUAL AT COST 90,585 104,454
066922204 ISHARES S&P 500 INDE AT COST 47,739 112,961
413838566 OAKMARK INTL SM CAP-      
543069405 LONGLEAF PARTNERS FD      
00770X675 PZENA EMERG MKTS VAL AT COST 308,402 409,939
89154M702 TOUCHSTONE SANDS EM AT COST 321,331 399,148
89155T490 TOUCHSTONE MID CAP-R      
00171A852 AMG RR SM CAP VAL-I AT COST 183,567 183,182
25434V807 DIMENSIONAL INTERNAT AT COST 631,254 792,412
258620566 DOUBLELINE TOTAL RET      
46429B267 ISHARES U S TREASURY AT COST 981,537 988,348
46434V456 ISHARES MSCI INTL QU      
557492485 MADISON MID CAP FUND      
94987W794 ALLSPRING CORE BOND      
04314H576 ARTISAN INTL SM/MID-      
057071813 BAIRD MIDCAP INST AT COST 184,749 148,321
411512460 HARBOR MID CAP VALUE AT COST 206,292 224,306
589619824 MERIDIAN SMALL CAP G AT COST 192,118 187,765
00769G741 HAMLIN HIGH DIVIDEND AT COST 49,852 49,589
025072349 AVANTIS US LARGE CAP AT COST 254,604 298,382
02631W607 AMER FND MULTI-SEC I AT COST 794,019 794,007
092528603 ISHARES FLEXIBLE INC AT COST 546,697 543,689
230001703 CULLEN INTERNATIONAL AT COST 17,448 18,563
31421N881 FEDERATED STRAT VAL AT COST 51,533 52,686
36381Y108 MONDRIAN INT'L EQUIT AT COST 16,202 16,487
37954Y632 GLOBAL X ART INTEL & AT COST 799,744 819,151
46090E103 INVESCO QQQ TRUST AT COST 44,387 48,530
46138E800 INVESCO CHINA TECHNO AT COST 398,523 365,560
464287507 ISHARES CORE S&P MID AT COST 22,481 23,364
464287804 ISHARES CORE S&P SMA AT COST 19,894 21,272
464288885 ISHARES MSCI EAFE GR AT COST 33,930 34,973
46434G103 ISHARES CORE MSCI EM AT COST 53,270 58,414
46435G326 ISHARES CORE MSCI DE AT COST 616,833 693,822
52107V229 LAZARD INTL QLTY GRW AT COST 366,161 345,717
641224811 NEUBERGER BERMAN INT AT COST 15,500 15,212
74440B884 PRUDENTIAL TOTAL RET AT COST 1,257,375 1,267,660

TY 2025 LegalFeesSchedule
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 6,769     6,769


TY 2025 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 2025 OtherDecreasesSchedule
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Description Amount
ROC ON CY SALES 1
PY RETURN OF CAPITAL ADJUSTMENT 12
INTEREST ADJ FROM FOREIGN TAX REF 22


TY 2025 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 4,100 0   4,100
LIABILITY INSURANCE FEES 1,660 0   1,660


TY 2025 OtherIncomeSchedule2
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 26,147 25,770  


TY 2025 OtherIncreasesSchedule
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Description Amount
RECOVERY OF GRANTS PAID 5,790
MUTUAL FUND TIMING ADJ 2,892
ROUNDING 5


TY 2025 TaxesSchedule
Name:
GREATER LANSING FOUNDATION
EIN:
38-6057513
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,799 4,799   0
FEDERAL TAX PAYMENT - PRIOR YE 4,343 0   0
FEDERAL ESTIMATES - PRINCIPAL 10,080 0   0
FOREIGN TAXES ON NONQUALIFIED 2,548 2,548   0