2025-11-12T15:34:34-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2024-01-01 383245468 KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS INC KALA 2693814416 402 EAST MICHIGAN AVENUE KALAMAZOO MI 49007 JOSHUA SLEDGE CHIEF INVESTMENT OFFICER 2693814416 2025-11-11 1 1 DAVID LOWENTHAL P00378651 2483757100 2025-11-11 2024 2025-03-06 01:10:19Z JOSHUA SLEDGE 402 EAST MICHIGAN AVENUE KALAMAZOO MI 49007 770101 0 X NOT APPLICABLE X 1995 MI SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION 2 2 0 0 0 0 40000 295818 210000 210000 26173 8883 -311456 0 -35283 514701 0 209864 0 0 0 0 0 0 0 496008 489592 496008 699456 -531291 -184755 4460862 4306648 30583 17887 4430279 4288761 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION 0 0 485707 0 210000 KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS, INC. LEASES OFFICE SPACE TO KALAMAZOO COMMUNITY FOUNDATION, A RELATED ORGANIZATION. 209864 209864 0 ACCEPTING, HOLDING AND SELLING OF REAL ESTATE. 0 0 26173 PROGRAM RELATED INVESTMENTS AND BUSINESS RELATED INVESTMETNS 695571 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X JOSHUA SLEDGE 2695857256 402 EAST MICHIGAN AVENUE KALAMAZOO MI 49007 GRACE LUBWAMA CEO/PRESIDENT 1.00 45.00 X X 0 364664 33301 VON WASHINGTON DIRECTOR 0.10 3.00 X 0 0 0 JORGE GONZALEZ DIRECTOR 0.10 0.00 X 0 0 0 0 364664 33301 0 0 1 0 0 40418 255400 255400 295818 AFFILIATED RENTAL INCO 532000 210000 210000 210000 54419 26173 28246 209864 255400 -45536 -45536 -45536 514701 236173 0 -17290 209864 209864 3177 3177 60417 56532 3885 224936 224936 200 200 101074 101074 26355 26355 REPAIRS & MAINTENANCE 53894 53894 PROPERTY TAXES 19539 19539 699456 695571 3885 0 1316786 1231397 3438 3438 872437 872437 18957 17969 3238372 1097315 2242131 2141057 7113 40350 4460862 4306648 30583 17887 30583 17887 X 4430279 4288761 4430279 4288761 4460862 4306648 -184755 43237 0 X X 0 1 X 1 0 X X 1 KALAMAZOO COMMUNITY FOUNDATION 383333202 7 1 209864 0 1 209864 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 154900 154900 3083472 1097315 1986157 2141057 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE IRC. KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE SAME PROVISIONS. THE FOUNDATION APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD FOR ALL TAX UNCERTAINTIES. TAX BENEFITS THAT HAVE A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES ARE RECOGNIZED. BASED ON ITS EVALUATION, THE FOUNDATION HAS CONCLUDED THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. 1 KALAMAZOO COMMUNITY FOUNDATION 402 EAST MICHIGAN AVE KALAMAZOO MI 49007 383333202 501(C)(3) 209864 0 GENERAL SUPPORT 1 0 PART I, LINE 2: ALL GRANTS ARE MADE TO KALAMAZOO COMMUNITY FOUNDATION, A RELATED ORGANIZATION. 0 0 0 0 0 0 0 0 0 GRACE LUBWAMA CEO/PRESIDENT 0 306654 0 58010 0 0 0 17276 0 16025 0 397965 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT/CHAIR, GRACE LUBWAMA, IS COMPENSATED BY A RELATED PARTY WHO USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE TO DETERMINE HER COMPENSATION. X 1 255400 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT LISTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 6 THE KALAMAZOO COMMUNITY FOUNDATION IS THE SOLE SHAREHOLDER OF KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS, INC. FORM 990, PART VI, SECTION A, LINE 7A THE KALAMAZOO COMMUNITY FOUNDATION APPOINTS THE BOARD OF KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS, INC. FORM 990, PART VI, SECTION B, LINE 11B THE SECRETARY/TREASURER AND THE BOARD OF DIRECTORS REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE GOVERNING BOARD, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS AND STAFF MUST REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE CONCERNING COMPLIANCE ON AN ANNUAL BASIS. THOSE INDIVIDUALS WITH OVERSIGHT FOR COMPETITIVE GRANTS UPDATE THE QUESTIONNAIRE QUARTERLY. A CONFLICT OF INTEREST WITH RESPECT TO A POTENTIAL TRANSACTION IS REQUIRED TO BE DISCLOSED AND THE CONFLICTED BOARD MEMBER, COMMITTEE VOLUNTEER OR STAFF PERSON IS EXCLUDED FROM PARTICIPATING IN DISCUSSIONS, DELIBERATIONS AND DECISIONS CONCERNING THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. KALAMAZOO COMMUNITY FOUNDATION CHARITABLE TRUST PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386372488 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12D, III-O KALAMAZOO COMMUNITY FOUNDATION 1 KALAMAZOO COMMUNITY FOUNDATION 402 EAST MICHIGAN AVENUE KALAMAZOO MI 49007 383333202 PUBLIC CHARITY MI 501(C)(3) LINE 7 N/A 0 RHEA HUNTING TRUST FBO KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386739983 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12D, III-O KALAMAZOO COMMUNITY FOUNDATION 1 CONSTANCE BROWN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386041534 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12D, III-O KALAMAZOO COMMUNITY FOUNDATION 1 MILLIE K UPJOHN & MARY S KIRBY MEMORIAL TRUST PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386065409 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12D, III-O KALAMAZOO COMMUNITY FOUNDATION 1 ELEANOR S PITKIN TRUST FBO KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386041533 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12D, III-O KALAMAZOO COMMUNITY FOUNDATION 1 AGNES BARRETT TRUST FBO THE KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386041661 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12D, III-O KALAMAZOO COMMUNITY FOUNDATION 1 PAULINE BUCKHOUT TRUST FBO KALAMAZOO COMMUNITY FOUNDATION PNC BANK NA 245 NORTH ROSE STREET 3 KALAMAZOO MI 490073940 386449256 SUPPORTING ORGANIZATION TO KALAMAZOO COMMUNITY FOUNDATION MI 501(C)(3) LINE 12C, III-FI KALAMAZOO COMMUNITY FOUNDATION 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 KALAMAZOO COMMUNITY FOUNDATION J 210000 LEASE AGREEMENT KALAMAZOO COMMUNITY FOUNDATION B 209864 FMV