2025-11-12T12:01:32-06:00 2024-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2024-01-01 386194019 FW & ELSIE HEYL SCI SCH FD & ADM ELSI 4127686324 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK N A TAX MANAGER 4127686324 2025-10-29 true true LAWRENCE MCGUIRE P01233953 4123556000 2025-10-29 X 2024 2025-03-06 01:10:19Z X CHRISTINA HRITZ PNC BANK 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 17121472 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 4114741 3735226 0 4114741 3735226 2308146 2332386 0 66638 75540 0 0 58500 61575 2433284 2469501 1681457 1265725 46727659 47955333 0 0 46727659 47955333 THIS ORGANIZATION PROVIDES GRANTS TO THREE COLLEGES. THEY IN TURN MAKE TO SCHOLARSHIPS TO INDIVIDUAL STUDENTS. false false 2239616 2225202 GRANTS FOR SCHOLARSHIPS AND EDUCATIONAL PURPOSES PAID TO KALAMAZOO COLLEGE 48173 47862 GRANTS FOR SCHOLARSHIPS AND EDUCATIONAL PURPOSES PAID TO YALE UNIVERSITY 58699 58321 GRANTS FOR SCHOLARSHIPS AND EDUCATIONAL PURPOSES PAID TO WESTERN MICHIGAN UNIVERSITY 1006 1000 1006 1000 2347494 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 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 X JORGE GONZALEZ PRESIDENT 1.0 X X 0 0 0 JANICE HANSON ASSISTANT VICE PRESIDENT 1.0 X 0 0 0 JOVAUGHN CARVER BOARD MEMBER 1.0 X 0 0 0 CRAIG HAYNES DIRECTOR 1.0 X 0 0 0 RYAN OPRIA CO-TRUSTEE 1.0 X 0 0 0 ANTHONY BUZZELLI BOARD MEMBER 1.0 X 0 0 0 WRAEGEN WILLIAMS EXECUTIVE DIRECTOR 1.0 X 0 68421 0 MATTHEW BABBITT VICE PRESIDENT 1.0 X 0 0 0 SARA SHIELDS SENIOR VICE PRESIDENT 1.0 X 0 0 0 NELSON KARRE CO-TRUSTEE 1.0 X 0 0 0 MEGAN REDDING SENIOR VICE PRESIDENT 1.0 X 0 0 0 DEANNE HARTMAN VICE PRESIDENT 1.0 X 0 0 0 PNC BANK N A TRUSTEE 1.0 X 75540 0 0 75540 68421 0 false false false 1722763 1722763 15398709 13386246 2012463 2012463 2012463 3735226 3735226 2332386 2332386 75540 15108 60432 20186 20186 4057 4057 FOREIGN TAXES 35082 35082 ADVISORY FEES 2250 2250 2469501 2347494 122007 0 2000803 3420423 44726856 44534910 46727659 47955333 0 0 X 46727659 47955333 46727659 47955333 46727659 47955333 X 1265725 -38051 X false false false X X X 4 BRONSON MEMORIAL HOSPITAL 381359087 3 true 1000 0 KALAMAZOO COLLEGE 381358014 2 true 2225202 0 YALE UNIVERSITY 060646973 2 true 47862 0 WESTERN MICHIGAN UNIVERSITY 382138856 2 true 58321 0 4 2332385 0 true false false false false false false false false false false true false false false false false true true 288251 59080 1838 1415858 1722763 1705947 1781843 0 0 111810 122007 1594137 1659836 50290271 53474289 0 2583032 0 50290271 56057321 0 0 50290271 56057321 754354 840860 49535917 55216461 1733757 1932576 0 1733757 1932576 1594137 1355016 1733757 1733757 0 1733757 2332386 0 15108 0 0 0 2347494 2332386 1733757 1.0 1733757 0 0 0 0 0 1133027 1133027 0 1133027 0 0 2347494 0 600730 1746764 0 0 1746764 0 0 0 0 1746764 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 2225202 FMV SCHOLARSHIPS YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 060646973 501C3 47862 FMV SCHOLARSHIPS WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE KALAMAZOO MI 49008 382138856 501C3 58321 FMV SCHOLARSHIPS 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 ROC ON CY SALES: ($702), PY PENDING SALES:$317, CY PENDING SALES: ($607), MUTUAL FUND TIMING ADJ: ($2,127), WASH SALE ADJ: ($109), AMORTIZATION ADJ: ($92,477), COST BASIS ADJ: $57,545 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 47862 FMV KALAMAZOO COLLEGE b 2225202 FMV BRONSON MEMORIAL HOSPITAL b 1000 FMV WESTERN MICHIGAN UNIVERSITY b 58321 FMV