2025-04-26T01:01:23-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2024-01-01 386572671 DOROTHY HEYL IRRV FBO K COLLEGE HEYL 4127683716 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK N A TAX MANAGER 4127683716 2025-04-18 true true JASON BELOT P00183464 3302555814 2025-04-18 2024 2025-03-06 01:10:19Z X PNC BANK NA 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 1137444 false X N/A X 1989 MI TO SUPPORT KALAMAZOO COLLEGE LOCATED IN KALAMAZOO, MICHIGAN, FOR USE IN THE OPERATIONS OF THE COLLEGE, SPECIFICALLY FOR THE CHEMISTRY DEPARTMENT 1 0 0 0 0 0 0 151088 255660 0 151088 255660 146474 147756 0 35012 38408 0 0 1690 2331 183176 188495 -32088 67165 4496387 4566902 0 0 4496387 4566902 TO SUPPORT KALAMAZOO COLLEGE LOCATED IN KALAMAZOO, MICHIGAN, FOR USE IN THE OPERATIONS OF THE COLLEGE, SPECIFICALLY FOR THE CHEMISTRY DEPARTMENT false false 155438 147756 FUNDS ARE PROVIDED TO KALAMAZOO COLLEGE FOR USE IN THE OPERATION OF THE COLLEGE. THESE FUNDS ARE USED FOR THE CHEMISTRY DEPARTMENT. 155438 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 1 0 false false false false false false false false false false false true true true true false false false false false MI X PNC BANK NA 4127683716 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK NA TRUSTEE 8.0 X 38408 0 0 38408 0 0 false false false 131839 131839 1005605 881784 123821 123821 123821 255660 255660 147756 147756 38408 7682 30726 Foreign Taxes on Q Divs 1710 1710 Foreign Taxes on NQ Divs 621 621 188495 155438 33057 0 111009 121569 4385378 4445333 4496387 4566902 0 0 X 4496387 4566902 4496387 4566902 4496387 4566902 X 67165 3350 X false false false X X 1 KALAMAZOO COLLEGE 381358014 2 true 147756 0 1 147756 0 true false false false false false false false false false false true false false false false true false true 0 5279 0 108511 199290 108511 204569 0 29699 33057 0 78812 171512 4488984 5209719 0 0 4488984 5209719 0 0 4488984 5209719 67335 78146 4421649 5131573 154758 179605 0 154758 179605 78812 66990 154758 154758 0 154758 147756 0 7682 0 0 0 155438 147756 154758 0.955 154758 0 0 0 0 0 7002 7002 0 7002 0 0 155438 0 147756 7682 0 0 7682 0 0 0 0 7682 PART IV, SECTON D, LINE 2 STATEMENTS ARE PROVIDED TO KALAMAZOO COLLEGE ON A QUARTERLY BASIS. PART V, SECTION D, LINE 8 UNDER THE TRUST AGREEMENT, THE TRUST SUPPORTS KALAMAZOO COLLEGE, A PRIVATE UNIVERSITY DESCRIBED IN SECTION 509(A)(1). ATTENTIVENESS TEST: THE TRUST WAS ESTABLISHED SPECIFICALLY TO CREATE THE "DOROTHY HINCKLEY HEYL CHAIR OF CHEMISTRY" IN MEMORY OF DOROTHY HINCKLEY HEYL'S FATHER WHO WAS A CHEMISTRY PROFESSOR AT KALAMAZOO COLLEGE. THE TRUST HAS BEEN IN EXISTENCE FOR MANY YEARS AND PROVIDES FUNDS TO PART V, SECTION D, LINE 8 (CONT) SUPPORT THE OPERATIONS OF THE CHEMISTRY DEPARTMENT. DOROTHY HINCKLEY HEYL'S PARENTS ESTABLISHED A SEPARATE SCHOLARSHIP FUND AT KALAMAZOO COLLEGE WHICH PROVIDES SIGNIFICANT SCHOLARSHIPS TO STUDENTS AT KALAMAZOO COLLEGE EACH YEAR. THESE TWO FUNDS PROVIDE SIGNIFICANT SUPPORT TO THE COLLEGE AND ENSURE THAT THE COLLEGE IS ATTENTIVE TO THE TRUST. RESPONSIVENESS TEST: THE TRUST WAS FUNDED UPON PART V, SECTION D, LINE 8 (CONT) THE DEATH OF DOROTHY HINCKLEY HEYL AND WAS CREATED VIA THE DOROTHY HINCKLEY HEYL TRUST. THE TRUSTEE OF THE TRUST IS A BANK. THE TRUST INSTRUMENT PROVIDES THAT THE TRUSTEE HAS DISCRETION REGARDING THE TIMING AND AMOUNT OF DISTRIBUTIONS CONSISTENT WITH THE TRUSTEE'S FIDUCIARY DUTIES. DISTRIBUTIONS WILL BE MADE AT SUCH INTERVALS AS MAY SUIT THE MUTUAL CONVENIENCE OF THE TRUST AND KALAMAZOO COLLEGE, PART V, SECTION D, LINE 8 (CONT) NOT LESS FREQUENTLY THAN QUARTERLY. UNDER THE TRUST AGREEMENT, KALAMAZOO COLLEGE HAS THE POWER TO ENFORCE THE TRUST AND COMPEL AN ACCOUNTING BY THE TRUSTEE. THE TRUSTEE SHALL FURNISH REPORTS AT LEAST ANNUALLY TO KALAMAZOO COLLEGE TO ASSIST THE COLLEGE IN INSURING THAT THE TRUSTEE HAS INVESTED THE TRUST CORPUS IN ASSETS PRODUCTIVE OF A REASONABLE RATE OF RETURN. Part IV SECTION D Line 3 While the supported organization relies 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 organization has a significant voice in investment decisions. false KALAMAZOO COLLEGE 1200 ACADEMY STREET KALAMAZOO MI 49006 381358014 501C3 147756 FMV CHEMISTRY DEPT OPS EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 PNC BANK, AS TRUSTEE, MAINTAINS RECORDS TO SUBSTANTIATE THE ANNUAL GRANTS MADE TO KALAMAZOO COLLEGE. AS KALAMAZOO COLLEGE IS THE ONLY BENEFICIARY OF THIS TRUST, IT IS NOT NECESSARY TO SUBSTANTIATE THEIR ELIGIBILITY FOR THE ANNUAL GRANTS NOR IS ANY SELECTION CRITERIA NECESSARY. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a DOROTHY HEYL IRREV FBO K COLLEGE HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b DOROTHY HEYL IRREV FBO K COLLEGE HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW PNC BANK, AS SOLE TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c MONITORING IS DONE THROUGH SCRUTINY OF TRANSACTIONS COMPARED TO CONFLICTS POLICY. FORM 990, PAGE 6, PART VI, LINE 18 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENT FOR THIS ENTITY IS THE DOROTHY HINCKLEY HEYL TRUST AGREEMENT. THIS TRUST AGREEMENT IS NOT AVAILABLE TO THE PUBLIC. EXPLANATION FOR FORM 990, PART XI, LINE 9 2023 Transaction Posted in 2024 $3,724; 2024 Transaction Posted in 2025 ($372); Rounding Adjustment ($2). KALAMAZOO COLLEGE 1200 ACADEMY ST KALAMAZOO MI 49006 381358014 UNIVERSITY MI 501(C)(3) 2 N/A false false true false false false false false false false false false false false false false false false false false KALAMAZOO COLLEGE b 147756 FMV