2024-05-08T07:13:02-05:00 2023-12-31 BDO USA 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990PF 2023-01-01 382904527 THE BURDICK-THORNE FOUNDATION % THE CONNABLE OFFICE INC BURD 2693825800 136 EAST MICHIGAN AVENUE Suite 1201 KALAMAZOO MI 490073936 LOYAL A ELDRIDGE III SECRETARY 2693825800 2024-02-18 LOYAL A ELDRIDGE III XXX-XX-XXXX true BROCK NELSON P01936109 6167747000 3 2023 2023-04-26 12:10:37Z X 11677085 X 0 X 26676 26676 247871 247871 164983 3086343 164983 3347 442877 439530 0 2334 0 0 2334 112658 28164 84494 220 220 785 785 115997 28384 0 87613 440500 440500 556497 28384 0 528113 -113620 411146 506920 500511 500511 8659799 8552588 11176574 9166719 9053099 11677085 0 0 X 9166719 9053099 9166719 9053099 9166719 9053099 9166719 -113620 9053099 9053099 SHORT-TERM PUBLICLY TRADED SECURITIES 1318811 1356212 -37401 -37401 LONG-TERM PUBLICLY TRADED SECURITIES 1734032 1565148 168884 168884 CAPITAL GAIN DIVIDENDS P 33500 CAPITAL GAIN DIVIDENDS P 33500 164983 5715 5715 5715 3760 0 3760 1955 false false false false false false false true true MI true false false false false true THE CONNABLE OFFICE INC 2693825800 136 EAST MICHIGAN AVENUE SUITE 120 KALAMAZOO MI 490073936 false false false false true false false false false false false false false false false false false false false false false false JAMES C MELVIN 136 EAST MICHIGAN AVENUE SUITE 1201 KALAMAZOO MI 490073936 PRESIDENT/TRUSTEE 1.0 0 0 0 LOYAL A ELDRIDGE III 136 EAST MICHIGAN AVENUE SUITE 1201 KALAMAZOO MI 490073936 VICE PRES/SECRETARY/TRUSTEE 1.0 0 0 0 BETSY V THORNE 136 EAST MICHIGAN AVENUE SUITE 1201 KALAMAZOO MI 490073936 TRUSTEE 1.0 0 0 0 ANDREA M THORNE 136 EAST MICHIGAN AVENUE SUITE 1201 KALAMAZOO MI 490073936 TRUSTEE 1.0 0 0 0 BRADLEY E WELLER 136 EAST MICHIGAN AVENUE SUITE 1201 KALAMAZOO MI 490073936 VICE PRES/TREASURER/TRUSTEE 1.0 0 0 0 N/A 10735112 563539 0 11298651 0 11298651 169480 11129171 556459 556459 5715 5715 550744 550744 550744 528113 0 0 0 0 528113 550744 0 2021 2020 2019 0 329 9483 17484 27296 528113 0 528113 0 22631 22631 4665 0 0 0 0 4665 4665 NONE NONE X ARTS COUNCIL OF GREATER KALAMAZOO EPIC CENTER 359 S KALAMAZOO MALL KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 11000 BACH FESTIVAL SOCIETY OF KALAMAZOO INC 1200 ACADEMY STREET KALAMAZOO MI 49006 NONE PC OPERATING SUPPORT 4000 BOYS & GIRLS CLUBS OF GREATER KALAMAZOO INC 915 LAKE STREET KALAMAZOO MI 49009 NONE PC OPERATING SUPPORT 5000 COMMUNITY HEALING CENTERS 1910 SHAFFER STREET KALAMAZOO MI 49048 NONE PC OPERATING SUPPORT 4000 CRESCENDO ACADEMY OF MUSIC INC 359 SOUTH BURDICK STREET KALAMAZOO MI 49007 NONE PC SCHOLARSHIPS 3000 FAMILY & CHILDREN SERVICES INC 1608 LAKE STREET KALAMAZOO MI 49001 NONE PC OPERATING SUPPORT 11000 FOCUS HOPE 1355 OAKMAN BOULEVARD DETROIT MI 49328 NONE PC OPERATING SUPPORT 1000 FONTANA CHAMBER ARTS 359 S KALAMAZOO MALL SUITE 200 KALAMAZOO MI 49007 NONE PC EDUCATION AND COMMUNITY ENGAGEMENT PROGRAM 10500 GRYPHON PLACE 1104 S WESTNEDGE KALAMAZOO MI 49008 NONE PC OPERATING SUPPORT 3000 CENTRICA CARE NAVIGATORS 222 N KALAMAZOO MALL SUITE 100 KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 5000 HOUSING RESOURCES INC 345 N BURDICK ST KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 5000 KALAMAZOO COUNTY HUMANE SOCIETY 4239 S WESTNEDGE AVE KALAMAZOO MI 49008 NONE PC OPERATING SUPPORT 3000 KALAMAZOO GOSPEL MISSION 448 N BURDICK ST KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 1000 KALAMAZOO JUNIOR SYMPHONY SOCIETY 714 SOUTH WESTNEDGE AVENUE KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 1000 KALAMAZOO LOAVES AND FISHES 913 EAST ALCOTT KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 7500 KALAMAZOO NATURE CENTER INC 7000 N WESTNEDGE AVENUE KALAMAZOO MI 49009 NONE PC OPERATING SUPPORT 7500 KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY FDN 1601 S BURDICK STREET KALAMAZOO MI 49001 NONE PC ANNUAL SCHOLARSHIPS 5000 THE KALAMAZOO CIVIC THEATRE 329 SOUTH PARK STREET KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 3000 KALAMAZOO VALLEY HABITAT FOR HUMANITY 525 EAST KALAMAZOO AVE KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 2500 MINISTRY WITH COMMUNITY INC 440 N CHURCH STREET KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 4000 NEW VIC THEATRICALS INC 134 EAST VINE ST KALAMAZOO MI 49001 NONE PC OPERATING SUPPORT 1000 THE SALVATION ARMY 1700 SOUTH BURDICK STREET KALAMAZOO MI 49001 NONE PC OPERATING SUPPORT 3500 SOUTHWEST MICHIGAN LAND CONSERVANCY INC 6851 S SPRINKLE ROAD PORTAGE MI 49002 NONE PC OPERATING SUPPORT 5000 WELLSPRINGCORI TERRY AND DANCERS 359 S KALAMAZOO MALL STE 204 KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 3000 YWCA OF KALAMAZOO 912 N BURDICK ST KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 6000 KALAMAZOO SYMPHONY ORCHESTRA 359 SOUTH KALAMAZOO MALL STE 100 KALAMAZOO MI 49007 NONE PC BARRY ROSS GUEST VIOLINIST FUND 7000 PRETTY LAKE VACATION CAMP 9123 WEST Q AVENUE MATTAWAN MI 49071 NONE PC ADOPT-A-CAMPER 3500 KALAMAZOO COLLEGE 1200 ACADEMY STREET KALAMAZOO MI 49006 NONE PC SCHOLARSHIPS FOR PRIVATE LESSONS AND ENSEMBLES 10000 PEOPLES CHURCH OF KALAMAZOO MICHIGAN 1758 NORTH TENTH STREET KALAMAZOO MI 49009 NONE PC OPERATING SUPPORT 3000 KALAMAZOO LITERACY COUNCIL 420 EAST ALCOTT STREET KALAMAZOO MI 49001 NONE PC EVERYONE NEEDS TO READ ANNUAL CAMPAIGN 3000 JULIUS & ESTHER STULBERG COMPETITION INC 359 S KALAMAZOO MALL STE 14 KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 3500 OPEN DOORS KALAMAZOO PO BOX 50102 KALAMAZOO MI 49005 NONE PC OPERATING SUPPORT 3500 KALAMAZOO COLLEGE 1200 ACADEMY STREET KALAMAZOO MI 49006 NONE PC VISITING ARTIST FUND 8500 UNITED WAY OF SOUTH CENTRAL MICHIGAN 709 S WESTNEDGE AVE KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 4000 KALAMAZOO IN BLOOM INC PO BOX 20178 KALAMAZOO MI 49019 NONE PC OPERATING SUPPORT 500 KALAMAZOO SYPMPHONY ORCHESTRA 359 SOUTH KALAMAZOO MALL STE 100 KALAMAZOO MI 49007 NONE PC YOUTH CONCERTS 50000 YMCA OF KALAMAZOO 2900 W CENTRE PORTAGE MI 49024 NONE PC ANNUAL CAMPAIGN 6000 KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION 6767 WEST O AVENUE PO BOX 4070 KALAMAZOO MI 49003 NONE PC PRESIDENT'S DISCRETIONARY FUND 2500 KALAMAZOO COMMUNITY FOUNDATION 402 EAST MICHIGAN AVENUE KALAMAZOO MI 490073888 NONE PC DRUG TREATMENT COURT FUND 3000 MICHIGAN FESTIVAL OF SACRED MUSIC PO BOX 50566 KALAMAZOO MI 49005 NONE PC OPERATING SUPPORT 2500 SPECIALIZED LANGUAGE DEVELOPMENT CENTER 5250 LOVERS LANE SUITE LL100 KALAMAZOO MI 49002 NONE PC OPERATING SUPPORT 3500 WESTERN MICHIGAN UNIVERSITY FOUNDATION 1903 W MICHIGAN AVENUE KALAMAZOO MI 490085403 NONE PC BURDICK-THORNE MEDALLION SCHOLARSHIP 16000 KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION 6767 WEST O AVENUE PO BOX 4070 KALAMAZOO MI 49003 NONE PC SCHOLARSHIP ASSISTANCE 7500 KALAMAZOO CONCERT BAND ASSOCIATION PO BOX 20060 KALAMAZOO MI 49019 NONE PC OPERATING SUPPORT 1500 KALAMAZOO REGIONAL EDUCATIONAL SERVICE AGENCY fdn 1601 S BURDICK STREET KALAMAZOO MI 49001 NONE PC ARTS IN HEAD START 5000 COMPTON JUNIOR EQUESTRIANS 463 W CALDWELL ST COMPTON CA 90220 NONE PC OPERATING SUPPORT 3000 JUNIOR ACHIEVEMENT OF SOUTHWEST MICHIGAN 2775 W DICKMAN RD C SPRINGFIELD MI 49037 NONE PC KALAMAZOO AREA 2500 KALAMAZOO INSTITUTE OF ARTS 314 S PARK ST KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 2500 AMERICAN RED CROSS OF SOUTHWEST MICHIGAN 5640 VENTURE CT KALAMAZOO MI 49009 NONE PC OPERATING SUPPORT 10000 HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC 2400 PORTAGE ST KALAMAZOO MI 49001 NONE PC MEMORY CARE LEARNING CENTER 3000 COMMUNITIES IN SCHOOLS OF KALAMAZOO 180 E WATER ST SUITE 2000 KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 6000 CHAMBER MUSIC FESTIVAL OF SAUGATUCK PO BOX 1073 SAUGATUCK MI 49453 NONE PC OPERATING SUPPORT 1500 FIRST DAY SHOE FUND 5416 MEREDITH STREET PORTAGE MI 49002 NONE PC OPERATING SUPPORT 3000 KALAMAZOO COLLEGE 1200 ACADEMY STREET KALAMAZOO MI 49006 NONE PC BRIGHTER LIGHT CAPITAL CAMPAIGN 40000 MILESTONE SENIOR SERVICES 918 JASPER ST KALAMAZOO MI 49001 NONE PC NEW HOME NEW HOPE CAMPAIGN 25000 MILESTONE SENIOR SERVICES 918 JASPER ST KALAMAZOO MI 49001 NONE PC OPERATING SUPPORT 6500 SAUGATUCK CENTER FOR THE ARTS 400 CULVER ST PO BOX 940 SAUGATUCK MI 49453 NONE PC OPERATING SUPPORT 2000 KALAMAZOO NONPROFIT ADVOCACY COALITION 315 W MICHIGAN AVE KALAMAZOO MI 49007 NONE PC INSPIRE ACCESS TO ARTS & INNOVATION CAPITAL CAMPAIGN 20000 WESTERN MICHIGAN UNIVERSITY FOUNDATION 1903 W MICHIGAN AVE KALAMAZOO MI 490085403 NONE PC MILLER AUDITORIUM ADA RESTROOM 15000 WESTERN MICHIGAN UNIVERSITY FOUNDATION 1903 W MICHIGAN AVE KALAMAZOO MI 490085403 NONE PC MUSIC OUTREACH PROGRAM 25000 KALAMAZOO CULTURAL CENTER 359 S KALAMAZOO MAIL STE 203 KALAMAZOO MI 49007 NONE PC ANCHORING THE ARTS CAMPAIGN FOR THE EPIC CENTER 10000 KALAMAZOO PUBLIC SAFETY 150 E CROSSTOWNPKWY STE A KALAMAZOO MI 49001 NONE PC HOMELESS SUPPORT FUND 1000 COMMUNITY HOMEWORKS 810 BRYANT ST KALAMAZOO MI 49001 NONE PC OPERATING SUPPORT 2000 PREVENTION WORKS 309 N BURDICK ST KALAMAZOO MI 49007 NONE PC OPERATING SUPPORT 3000 440500 IRVING S GILMORE INTERNATIONAL PIANO FESTIVAL 359 S KALAMAZOO MALL STE 101 KALAMAZOO MI 49007 NONE PC AWADGIN PRATT AND SPHINX VIRTUOSI CONCERT 0 KALAMAZOO CULTURAL CENTER 359 S KALAMAZOO MAIL STE 203 KALAMAZOO MI 49007 NONE PC ANCHORING THE ARTS CAMPAIGN - EPIC CENTER 0 KALAMAZOO NONPROFIT ADVOCACY COALITION 315 W MICHIGAN AVE KALAMAZOO MI 49007 NONE PC INSPIRE ACCESS TO ARTS & INNOVATION CAPITAL CAMPAIGN 0 WESTERN MICHIGAN UNIVERSITY FOUNDATION 1903 W MICHIGAN AVE KALAMAZOO MI 490085403 NONE PC BURDICK-THORNE MEDALLION SCHOLARSHIP 0 WESTERN MICHIGAN UNIVERSITY FOUNDATION 1903 W MICHIGAN AVE KALAMAZOO MI 490085403 NONE PC MILLER AUDITORIUM ADA RESTROOM 0 WESTERN MICHIGAN UNIVERSITY FOUNDATION 1903 W MICHIGAN AVE KALAMAZOO MI 490085403 NONE PC MUSIC OUTREACH PROGRAM 0 162000 14 26676 14 247871 18 164983 FEDERAL TAX REFUND 01 3347 442877 442877 false false false false false false false false false false ACCOUNTING FEES 2334 2334 FIXED INCOME FUNDS 2195114 2081792 U.S. EQUITY FUNDS 1854176 3023878 COMMON STOCKS 979731 1900976 INTERNATIONAL EQUITY FUNDS 2664609 3116791 INDEPENDENT RETURN 180617 175800 COMMODITIES 230474 390119 REAL ESTATE INVESTMENTS 447867 487218 MISCELLANEOUS FEES 125 125 MICHIGAN ANNUAL REPORT FEE 20 20 FOUNDATION RENEWAL FEE 640 640 FEDERAL TAX REFUND 3347 CLERICAL FEES 28164 28164 FIDUCIARY FEES 84494 84494 FOREIGN TAX 220 220