2026-05-14T10:40:19-05:00 2025-06-30 351307701 KRUGGEL LAWTON & COMPANY LLC 210 S MICHIGAN ST SUITE 200 SOUTH BEND IN 46601 990 2024-07-01 452755858 CATHOLIC FOUNDATION OF SOUTHWESTERN MICH CATH 2693498714 215 N WESTNEDGE AVE KALAMAZOO MI 49007 TAMMI WACHTERHAUSER TREASURER 2693498714 2026-05-13 1 1 MARGENE ZINK P01222961 5742894011 2026-05-11 2024 2025-03-06 01:10:19Z TAMMI WACHTERHAUSER 215 N WESTNEDGE AVE KALAMAZOO MI 49007 3140113 0 X WWW.DIOKZOO.ORG X 2011 MI HOLD FUNDS FOR FURTHERING THE CHARITABLE, EDUCATIONAL, AND SOCIAL SERVICES OF THE CATHOLIC CHURCH OF THE DIOCESE OF KALAMAZOO, MI. 7 7 0 0 0 0 3094901 2723771 0 0 179420 416342 0 0 3274321 3140113 0 0 0 0 0 0 0 0 0 107080 81574 107080 81574 3167241 3058539 18620378 24659043 6623964 9896419 11996414 14762624 HOLD FUNDS FOR FURTHERING THE CHARITABLE, EDUCATIONAL, AND SOCIAL SERVICES OF THE CATHOLIC CHURCH OF THE DIOCESE OF KALAMAZOO, MI. 0 0 5417 HELD, MANAGED AND DISTRIBUTED FUNDS FOR FURTHERING THE CHARITABLE EDUCATIONAL, AND SOCIAL SERVICES OF THE CATHOLIC CHURCH OF THE DIOCESE OF KALAMAZOO, MI. 5417 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 MI X TAMMI WACHTERHAUSER 2693498714 215 N WESTNEDGE AVE KALAMAZOO MI 49007 X MSGR THOMAS MARTIN DIRECTOR 1.00 0.00 X 0 0 0 TIM HARDING DIRECTOR 1.00 0.00 X 0 0 0 THERESA CYPHER DIRECTOR 2.00 40.00 X 0 0 0 IAN KENNEDY DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL WILLIS DIRECTOR 2.00 0.00 X 0 0 0 KEITH THARP DIRECTOR 40.00 0.00 X 0 0 0 MATT KAVANAUGH DIRECTOR 1.00 0.00 X 0 0 0 JACK JOSWICK DIRECTOR 1.00 0.00 X 0 0 0 FR FABIO GARZON VICE PRESIDENT 1.00 0.00 X X 0 0 0 TAMMI WACHTERHAUSER TREASURER 1.00 40.00 X X 0 0 0 SHERRY GESMUNDO BOARD CHAIR 1.00 0.00 X X 0 0 0 BISHOP EDWARD M LOHSE PRESIDENT 1.00 40.00 X 0 0 0 0 0 0 0 0 0 0 0 2723771 2723771 231321 231321 185021 0 185021 185021 185021 3140113 0 0 416342 38710 38710 16762 16762 1206 1206 11378 11378 584 584 518 518 4935 4935 2064 2064 1411 1411 4006 4006 81574 0 81574 0 5795196 119367 5503354 16094193 1411 10034245 16092782 2790937 2156893 0 786647 18620378 24659043 410005 6623964 7983071 1500000 0 3343 6623964 9896419 X 11996414 14762624 11996414 14762624 18620378 24659043 X 3058539 3625 -295954 X 0 1 X 1 0 X X 1 DIOCESE OF KALAMAZOO 381961750 1 1 0 0 1 0 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 0 6623964 1865468 506361 7983071 1 X 1250442 1250442 14106 1411 12695 14829645 14829645 16092782 DUE TO DIOCESE - ADMINISTRATIVE FEES 3343 3343 X 3126977 3626 3626 3123351 16762 16762 3140113 64812 0 64812 16762 16762 81574 PART IV, LINE 2B: THE FOUNDATION HOLDS INVESTMENTS ON BEHALF OF PARTICIPANTS. THE CUSTODIAL LIABILITY REPRESENTS THE AMOUNTS DUE TO PARTICIPANTS WHO RECEIVE MONTHLY ALLOCATIONS OF THE UNDERLYING INVESTMENT'S NET ACTIVITY (INCOME OR LOSS). THE DEPOSITS MAY BE WITHDRAWN BY THE PARTICIPANTS AT ANY TIME. PART X, LINE 2: IN A DETERMINATION LETTER DATED MARCH 25, 1946, AND UPDATED ANNUALLY SINCE THAT TIME, THE INTERNAL REVENUE SERVICE RULED THAT ALL ORGANIZATIONS LISTED IN THE OFFICIAL CATHOLIC DIRECTORY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE DIOCESE IS LISTED IN THE CURRENT EDITION OF THE OFFICIAL CATHOLIC DIRECTORY AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES. AS A SERVICE PROVIDER TO THE DIOCESE, CFSM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3). THE DIOCESE HAS EVALUATED RELEVANT CRITERIA AND DETERMINED THAT NO SIGNIFICANT CONTINGENCIES EXIST WITH REGARD TO CFSM'S TAX POSITIONS. THE SANCTUARY IS A LOW-PROFIT LIMITED LIABILITY CORPORATION WITH A MISSION TO SIGNIFICANTLY FURTHER THE CHARITABLE, EDUCATIONAL, AND OTHER EXEMPT PURPOSES OF ITS TAX-EXEMPT MEMBERS. AS A FLOW-THROUGH ORGANIZATION, THE SANCTUARY IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. CFSM HAS EVALUATED RELEVANT CRITERIA AND DETERMINED THAT NO SIGNIFICANT CONTINGENCIES EXIST WITH REGARD TO THE SANCTUARY'S TAX POSITIONS. ADDITIONAL INFORMATION THE SANCTUARY AT ST. ANN, L3C IS AN AFFILIATE ORGANIZATION CONTROLLED BY CATHOLIC FOUNDATION OF SOUTHWESTERN MICHIGAN'S BOARD OF DIRECTORS. THE SANCTUARY IS A MULTI-USE RELIGIOUS PILGRIMAGE SITE FOR FAITH FORMATION AND EDUCATION. FORM 990, PART VI, SECTION B, LINE 11B CERTAIN MEMBERS OF THE BOARD OR THE DIOCESE WILL REVIEW THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL DISCLOUSRE WHICH NOTIFIES THE AGENCY OF ANY AFFLIATIONS OR SOURCES OF POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ALLOCATION OF EARNINGS TO PARTICIPANTS -295,954. THE SANCTUARY AT ST ANN L3C N WESTNEDGE AVE KALAMAZOO MI 49007 452755858 MULTI-USE MI 2789790 16596396 CATHOLIC FOUNDATION OF SOUTHWESTERN MICHIGAN DIOCESE OF KALAMAZOO 215 N WESTNEDGE AVE KALAMAZOO MI 49007 381961750 RELIGIOUS MI 501C3 LINE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0