2024-11-08T14:01:13-06:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2023-01-01 386194019 FW & ELSIE HEYL SCI SCH FD & ADM ELSI 4127686324 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 PNC BANK N A TAX MANAGER 4127686324 2024-11-01 true true JASON BELOT P00183464 3302555814 2024-11-01 2023 2024-10-15 13:58:12Z CHRISTINA HRITZ PNC BANK 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 33295572 false X WWW.KZOO.EDU/HEYL X 1971 MI THIS ORGANIZATION PROVIDES GRANTS TO THREE COLLEGES. THEY IN TURN MAKE TO SCHOLARSHIPS TO INDIVIDUAL STUDENTS. 13 10 0 10 0 0 0 0 2162780 4114741 0 2162780 4114741 2298127 2308146 0 66274 66638 0 0 90468 58500 2454869 2433284 -292089 1681457 45009051 46727659 0 0 45009051 46727659 THIS ORGANIZATION PROVIDES GRANTS TO THREE COLLEGES. THEY IN TURN MAKE TO SCHOLARSHIPS TO INDIVIDUAL STUDENTS. false false 2184203 2171663 GRANTS FOR SCHOLARSHIPS AND EDUCATIONAL PURPOSES PAID TO KALAMAZOO COLLEGE 92521 91990 GRANTS FOR SCHOLARSHIPS AND EDUCATIONAL PURPOSES PAID TO YALE UNIVERSITY 43744 43493 GRANTS FOR SCHOLARSHIPS AND EDUCATIONAL PURPOSES PAID TO WESTERN MICHIGAN UNIVERSITY 1006 1000 1006 1000 2321474 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 13 10 false false false false false false false true true false false true true true true false false false false false MI X PNC BANK NA 4127686324 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 X JORGE GONZALEZ PRESIDENT 1.0 40.0 X X 0 0 0 JANICE HANSON ASSISTANT VICE PRESIDENT 1.0 0.0 X 0 0 0 JOVAUGHN CARVER BOARD MEMBER 1.0 0.0 X 0 0 0 CRAIG HAYNES DIRECTOR 1.0 0.0 X 0 0 0 RYAN OPRIA CO-TRUSTEE 1.0 0.0 X 0 0 0 ANTHONY BUZZELLI BOARD MEMBER 1.0 0.0 X 0 0 0 WRAEGEN WILLIAMS EXECUTIVE DIRECTOR 1.0 40.0 X 0 61576 0 MATTHEW BABBITT VICE PRESIDENT 1.0 0.0 X 0 0 0 SARA SHIELDS SENIOR VICE PRESIDENT 1.0 0.0 X 0 0 0 NELSON KARRE CO-TRUSTEE 1.0 0.0 X 0 0 0 MEGAN REDDING SENIOR VICE PRESIDENT 1.0 0.0 X 0 0 0 DEANNE HARTMAN VICE PRESIDENT 1.0 0.0 X 0 0 0 PNC BANK N A TRUSTEE 14.0 0.0 X 66638 0 0 66638 61576 0 false false false 1415858 1415858 31879714 29180831 2698883 2698883 2698883 4114741 4114741 2308146 2308146 66638 13328 53310 25687 25687 5502 5502 FOREIGN TAXES 24986 24986 CLASS ACTION FILING FEES 75 75 ADVISORY FEES 2250 2250 2433284 2321474 111810 0 1146115 2000803 43862936 44726856 45009051 46727659 0 0 X 46727659 45009051 45009051 46727659 45009051 46727659 X 1681457 37151 X false false false X X X 4 BRONSON MEMORIAL HOSPITAL 381359087 3 true 1000 0 KALAMAZOO COLLEGE 381358014 2 true 2171663 0 YALE UNIVERSITY 060646973 2 true 91990 0 WESTERN MICHIGAN UNIVERSITY 382138856 2 true 43493 0 4 2308146 0 true false false false false false false false false false false true false false false false false true true 0 288251 0 1838 1044712 1415858 1044712 1705947 0 0 143487 111810 901225 1594137 51120307 50290271 0 0 51120307 50290271 0 0 51120307 50290271 766805 754354 50353502 49535917 1762373 1733757 0 1762373 1733757 901225 766041 1762373 1762373 0 1762373 2308146 0 13328 0 0 0 2321474 2308146 1762373 1.0 1762373 0 0 0 0 0 573926 573926 0 573926 0 0 2321474 0 1188447 1133027 0 0 1133027 0 0 0 0 1133027 PART V, SECTION D, LINE 8 DISTRIBUTIONS TO SUPPORTED ORGANIZATIONS RESPONSIVENESS TEST: THIS TEST IS MET WITH RESPECT TO KALAMAZOO COLLEGE VIA THE PRESENCE OF KALAMAZOO COLLEGE EMPLOYEES ON THE BOARD OF THE ORGANIZATION. THE PRESIDENT OF KALAMAZOO COLLEGE SERVES AS THE PRESIDENT OF THE ORGANIZATION. PART V, SECTION D, LINE 8 (CONT) IN ADDITION, AN EMPLOYEE OF KALAMAZOO COLLEGE SERVES AS THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. AMOUNTS PAID TO BRONSON SCHOOL OF NURSING (AT WESTERN MICHIGAN UNIVERSITY)AND YALE ARE DETERMINED BY THE BOARD VIA KALAMAZOO COLLEGE ADMINISTRATION AS WELL. PART V, SECTION D, LINE 8 (CONT) ATTENTIVENESS TEST: THE HEYL SCHOLARSHIP IS A PRESTIGIOUS AWARD AT KALAMAZOO COLLEGE. DR. HEYL WAS A YALE GRADUATE AND TAUGHT AT KALAMAZOO COLLEGE. HE WAS AWARDED AN HONORARY DOCTOR OF SCIENCE DEGREE BY KALAMAZOO COLLEGE IN 1937. THE SCHOLARSHIP FUND WAS ESTABLISHED THROUGH THE WILL OF DR. AND MRS. FREDERICK W. HEYL. PART V, SECTION D, LINE 8 (CONT) THE FIRST HEYL SCHOLARSHIPS WERE AWARDED IN 1971. STUDENTS RECEIVE FUNDS FOR TUITION, FEES, BOOKS, AND HOUSING FOR UP TO FOUR YEARS. THE LONG-TERM NATURE OF THE RELATIONSHIP BETWEEN KALAMAZOO COLLEGE AND THE ORGANIZATION COUPLED WITH THE SIZE OF THE AWARD GIVEN TO EACH RECIPIENT ENSURES THAT KALAMAZOO COLLEGE IS ATTENTIVE TO THE ORGANIZATION. PART IV, SEC D, LINE 3 WHILE THE SUPPORTED ORGANIZATIONS RELY ON THE EXPERIENCE AND EXPERTISE OF THE INSTITUTIONAL TRUSTEE TO INVEST AND MANAGE THE INVESTMENTS IN THE TRUST, DUE TO THE CLOSE AND CONTINUOUS RELATIONSHIP, THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN INVESTMENT DECISIONS. true KALAMAZOO COLLEGE 1200 ACADEMY STREET KALAMAZOO MI 49006 381358014 501C3 2171663 FMV SCHOLARSHIPS YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 060646973 501C3 91990 FMV SCHOLARSHIPS WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE KALAMAZOO MI 49008 382138856 501C3 43493 FMV SCHOLARSHIPS 3 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS - ONCE THE HEYL BOARD DETERMINES THE AMOUNTS TO BE DISTRIBUTED TO EACH OF THE THREE RECIPIENTS, THERE IS NO FURTHER MONITORING OF HOW THE INDIVIDUAL SCHOOLS USE THE FUNDS GRANTED. SCHOLARSHIPS TO INDIVIDUAL STUDENTS ARE PAID DIRECTLY BY THE RECIPIENT SCHOOL. EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d GRANTS PAID TO HELP THE MISSION OF BRONSON METHODIST HOSPITAL FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW PNC BANK, AS CO-TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO PNC BANK FOR REVIEW PRIOR TO FILING. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS REVIEW THE LIST OF SCHOLARSHIP RECIPIENTS EACH YEAR TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE GENERALLY NOT PROVIDED TO THE PUBLIC. FORM 990, PAGE 7, PART VII, SECTION A JORGE GONZALEZ IS AN EMPLOYEE OF KALAMAZOO COLLEGE, AND AS SUCH, IS COMPENSATED BY THE ORGANIZATION. COMPENSATION INFORMATION FOR THIS INDIVIDUAL WAS NOT MADE AVAILABLE IN A TIMELY MANNER AND THEREFORE WAS NOT ABLE TO BE DISCLOSED. EXPLANATION FOR FORM 990, PART XI, LINE 9 Return of Capital Adjustment ($712); Recovery of Prior Year Expenses $1,838; 2022 Transaction Posted in 2023 $86,990; 2022 Sales Posted in 2023 ($176); 2023 Transaction Posted in 2024 ($50,215); 2023 Sales Posted in 2024 ($317); Adjustment to Income $221; Adjustment for Accrued Interest ($1,820); PY Wash Sales Adjustment $1,342 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 060646973 UNIVERSITY 501C3 2 N/A false KALAMAZOO COLLEGE 1200 ACADEMY ST KALAMAZOO MI 49006 381358014 UNIVERSITY 501C3 2 N/A false WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVENUE KALAMAZOO MI 49008 382138856 UNIVERSITY 501C3 2 N/A false BRONSON METHODIST HOSPITAL 601 JOHN ST 26 KALAMAZOO MI 49007 381359087 HOSPITAL 501C3 3 N/A false false true false false false false false false false false false false false false false false false false false YALE UNIVERSITY b 91990 FMV KALAMAZOO COLLEGE b 2171663 FMV BRONSON MEMORIAL HOSPITAL b 1000 FMV WESTERN MICHIGAN UNIVERSITY b 43493 FMV