2025-11-12T11:01:35-06:00 2025-06-30 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2024-07-01 386470228 G GILMORE ENDOW FOR THE ARTS GILM 4127683716 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK N A TAX MANAGER 4127683716 2025-10-02 true true LAWRENCE MCGUIRE P01233953 4123556000 2025-10-02 X 2024 2025-03-06 01:10:19Z PNC BANK NA 500 First Ave P7-PFSC-03-Z PITTSBURGH PA 15219 440606 false X N/A X 1984 MI SUPPORTING ORGANIZATION TO KALAMAZOO COLLEGE. SEE SCHEDULE A PART VI FOR FURTHER INFORMATION 1 0 0 0 0 0 0 80962 137574 0 80962 137574 104867 101936 0 14827 15735 0 0 541 871 120235 118542 -39273 19032 1868032 1887336 0 0 1868032 1887336 SUPPORTING ORGANIZATION TO KALAMAZOO COLLEGE. SEE SCHEDULE A PART VI FOR FURTHER INFORMATION false false 105083 101936 KALAMAZOO COLLEGE - ARTISTS IN RESIDENCE PROGRAM 105083 true false false false false false false false false true false false false false false false false true 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 true true false false true false false false false false false MI X PNC BANK NA 4127683716 500 First Ave P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK NA CORPORATE TRUSTEE 1.0 X 15735 0 0 15735 0 0 false false false 55086 55086 385520 303032 82488 82488 82488 137574 137574 101936 101936 15735 3147 12588 Foreign Taxes on Qualified Dividend 654 654 Foreign Taxes on Non Qualified Divi 217 217 118542 105083 13459 0 88554 105734 1779478 1781602 1868032 1887336 0 0 X 1868032 1887336 1868032 1887336 1868032 1887336 X 19032 272 X X false true X true false X X 1 KALAMAZOO COLLEGE 381358014 2 true 101936 0 1 101936 0 true false false false false false false false false false false true false false false false true false true 10125 1333 0 44274 55086 54399 56419 0 11862 12588 541 871 41996 42960 1997268 2088898 0 61843 0 1997268 2150741 0 0 1997268 2150741 29959 32261 1967309 2118480 68856 74147 0 68856 74147 41996 35697 68856 68856 0 68856 101936 0 3147 0 0 0 105083 101936 68856 1.0 68856 0 0 0 77796 113401 107832 299029 0 68856 0 230173 105083 0 105083 0 0 335256 0 8940 113401 107832 105083 Part IV SECTION D, LINE 2 ALL OF THE TRUSTS INCOME MUST BE DISTRIBUTED AT LEAST ANNUALLY TO KALAMAZOO COLLEGE WHICH IS NAMED IN THE GOVERNING INSTRUMENT AS THE BENEFICIARY OF SUCH TRUST INCOME. THE TRUSTEE DOES NOT HAVE THE DISCRETION TO VARY EITHER THE CHARITABLE BENEFICIARY OR THE AMOUNT OF TRUST INCOME PAYABLE TO IT. Part IV SECTION D, LINE 2 Cont. KALAMAZOO COLLEGE MAY USE THE INCOME FROM THE ENDOWMENT TRUST TO SUPPORT OTHER PROGRAMS RELATED TO THE ARTS IF KALAMAZOO COLLEGE DETERMINES THAT THE CONTINUATION OF THE ARTISTS IN RESIDENCE PROGRAM IS IMPOSSIBLE, IMPRACTICABLE OR NOT IN ITS BEST INTERESTS. Part IV SECTION D, LINE 2 Cont. SUBPARAGRAPH 5(A) OF THE ENDOWMENT TRUST REQUIRES THE TRUSTEE TO FURNISH TO KALAMAZOO COLLEGE AT LEAST ANNUALLY AN ACCOUNT SHOWING THE RECEIPTS, DISBURSEMENTS AND INVENTORY OF THE TRUST AND SUCH OTHER INFORMATION AS MAY BE NECESSARY FOR KALAMAZOO COLLEGE TO REVIEW THE INVESTMENT PERFORMANCE OF THE TRUSTEE AND BE FULLY APPRISED OF THE OPERATIONS OF THE TRUST. Part IV SECTION D, LINE 2 Cont. ACCORDINGLY, THE ENDOWMENT TRUST AND KALAMAZOO COLLEGE HAVE A CLOSE AND CONTINOUS WORKING RELATIONSHIP. Part IV SECTION D, LINE 3 THE GENEVIEVE U. GILMORE ENDOWMENT FOR THE ARTS IS ORGANIZED AND OPERATED AS A SUPPORTING ORGANIZATION OF KALAMAZOO COLLEGE. Part IV SECTION D, LINE 3 Cont. THE SOLE ACTIVITY OF THE ENDOWMENT TRUST IS TO PAY ITS ANNUAL NET INCOME TO KALAMAZOO COLLEGE FOR ITS ARTISTS-IN-RESIDENCE- PROGRAM. THEREFORE, ALL OF THE ACTIVITIES OF THE ENDOWMENT TRUST ARE USED TO FURTHER THE EXEMPT PURPOSE KALAMAZOO COLLEGE THE PUBLICLY SUPPORTED CHARITABLE ORGANIZATION. Part IV SECTION D, LINE 3 Cont. AS INDICATED IN THE LETTER DATED DECEMEBER 12, 1983, FROM WARRNE L. BOARD, PROVOST OF KALAMAZOO COLLEGE, THE ENDOWMENT TRUST HAS BEEN ESTABLISHED AT THE EXPRESS REQUEST OF KALAMAZOO COLLEGE FOR THE PURPOSE OF SUPPORTING AN ARTISTS IN RESIDENCE PROGRAM. Part IV SECTION D, LINE 3 Cont THE ENDOWMENT TRUST WILL ENABLE KALAMAZOO COLLEGE TO ESTABLISH AN ARTISTS IN RESIDENCE PROGRAM, AND THE ANNUAL INCOME FROM THE ENDOWMENT TRUST WILL PROVIDE ALL OR SUBSTANTIALLY ALL OF THE TOTAL SUPPORT FOR THE ARTISTS IN RESIDENCE PROGRAM. Part IV SECTION D, LINE 3 Cont. THE CONTINUED SUPPORT OF THE ENDOWMENT TRUST IS NECESSARY TO AVOID THE INTERRUPTION OF THE CARRYING ON OF THIS PARTICULAR PROGRAM. THE SUPPORT TO BE RECEIVED FROM THE ENDOWMENT TRUST WILL BE SUFFICIENT TO GUARANTEE THE ATTENTIVENESS OF KALAMAZOO COLLEGE. Part IV SECTION D, LINE 3 Cont. THE ENDOWMENT TRUST IS RESPONSIVE TO THE NEEDS OR DEMANDS OF KALAMAZOO COLLEGE WITHIN THE MEANING OF TREASURY REGULATION SECTION 1.509 (A)-4 (I)(2)(III) - DEMONSTRATED AS FOLLOWS: Part IV SECTION D, LINE 3 Cont. KALAMAZOO COLLEGE IS SPECIFICALLY NAMED IN THE GOVERNING INSTRUMENT OF THE TRUST. ALTHOUGH KALAMAZOO COLLEGE IS AUTHORIZED UNDER CERTAIN CIRCUMSTANCES TO CHANGE THE PROGRAM SUPPORTED BY THE ENDOWMENT TRUST, THE TRUSTEE HAS NO POWER TO SUBSTITUTE ANOTHER ORGANIZATION UNLESS KALAMAZOO COLLEGE CEASES TO BE A QUALIFIED PUBLIC CHARITY, A CONDITION WHICH IS BEYOND THE TRUSTEES CONTROL. Part IV SECTION D, LINE 3 Cont. KALAMAZOO COLLEGE HAS THE RIGHT AND POWER TO ENFORCE THE TRUST AND COMPEL AN ACCOUNTING UNDER THE LAWS OF THE STATE OF MICHIGAN AND UNDER SUBPARAGRAPH S(A) OF THE TRUST INSTRUMENT Part V SECTION D Line 8 THE ORGANIZATION IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUSTS GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT. 1868032 137574 101936 16334 1887336 1925594 80962 104867 33657 1868032 1982396 57156 106259 7699 1925594 1844557 253641 103285 12517 1982396 1847164 118203 101203 19607 1844557 false false 00770X675 PZENA EMERG MKTS VALUE-IN 52000 C XXX-XX-XXXX BAIRD AGGREGATE BOND FUND 312657 C XXX-XX-XXXX ISHARES S&P 500 INDEX FUN 531334 C XXX-XX-XXXX CALAMOS MARKET NEUTRAL 31200 C 14949P208 CAUSEWAY CAP MGMT TR 76537 C XXX-XX-XXXX DODGE & COX INCOME FUND 286537 C 27831R108 EV GLBL MACR ABS RTRN-R6 31200 C XXX-XX-XXXX SEAFARER OVERSEAS GROWTH 48507 C XXX-XX-XXXX HARBOR MID CAP VALUE 41700 C XXX-XX-XXXX WCM FOCUSED INTL GROWTH-I 57081 C XXX-XX-XXXX ISHARES CORE S&P 500 15331 C XXX-XX-XXXX ISHARES CORE S&P SMALL CA 34642 C 46432F842 ISHARES CORE MSCI EAFE ET 65726 C XXX-XX-XXXX MADISON MID CAP FUND-R6 33535 C 74256W584 PRINCIPAL MIDCAP FUND-R6 21053 C 89154M702 TOUCHSTONE SANDS EM GR-R6 51500 C 89609H704 TRIBUTARY SMALL COMPANY F 35875 C 97717X669 WISDOMTREE U.S. QUALITY D 55187 C 1781602 EXPLANATION FOR SCHEDULE D, PART V, LINE 4 KALAMAZOO COLLEGE - ARTISTS IN RESIDENCE PROGRAM true KALAMAZOO COLLEGE 1200 ACADEMY STREET KALAMAZOO MI 49006 381358014 501(C)(3) 101936 FMV PROGRAM SUPPORT - ARTISTS IN RESIDENCE PROGRAM EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 The organization is a trust fund that disburses funds only to qualifying charitable organizations as directed by the trusts governing instrument to be used only in accordance with the governing instrument. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW PNC BANK, N.A., AS SOLE TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PAGE 12, PART XII, LINE 2 NO CHANGES FROM PRIOR YEAR. EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING ADJ: $269, ROUNDING $3 DOROTHY HINKLEY HEYL IRREV CHARITABLE TRUST 500 FIRST AVE PITTSBURGH PA 15219 SUPPORTING ORGANIZATION TO KALAMAZOO COLLEGE MI 501(C)(3) PF KALAMAZOO COLLEGE true FW & ELSIE HEYL SCIENCE SCHOLARSHIP FUND 500 FIRST AVE PITTSBURGH PA 15219 386194019 SUPPORTING ORGANIZATION TO KALAMAZOO COLLEGE MI 501(C)(3) PF KALAMAZOO COLLEGE true KALAMAZOO COLLEGE 1200 ACADEMY STREET KALAMAZOO MI 49007 381358014 HIGHER EDUCATION MI 501(C)(3) 2 NA false L LEE STRYKER MEMORIAL TRUST 500 FIRST AVE PITTSBURGH PA 15219 386385367 SUPPORTING ORGANIZATION TO KALAMAZOO COLLEGE MI 501(C)(3) KALAMAZOO COLLEGE true false true false false false false false false false false false false false false false false false false false KALAMAZOO COLLEGE b 101936 FMV