2024-11-15T08:56:45-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990PF 2023-01-01 383443723 WILLIAM T AND FRANCES A LITTLE FOUNDATION WILL 2693446143 4415 DUKE STREET SUITE 1-E KALAMAZOO MI 49008 FRANCES A LITTLE PRESIDENT 2693446143 2024-11-06 1 1 JASON J DURANT CPA P00286749 2695674500 2024-11-06 2023 2024-10-15 13:58:12Z X 23959264 X 3251335 552021 552021 151695 151695 -4 1920007 0 3955047 703716 9500 4750 4750 3181 1591 1590 4200 2100 2100 4469 0 0 8033 0 8033 29383 8441 16473 0 0 29383 8441 16473 3925664 695275 1264 1603 1603 18590712 8709182 8709182 0 10555530 10759140 32873 3284208 4460462 43040 43030 28877 18667889 22593553 23959264 0 0 X 0 0 0 0 18667889 22593553 18667889 22593553 18667889 22593553 18667889 3925664 0 22593553 0 22593553 ASSOCIATED BK NA GREEN BAY, WI 2022-11-16 2023-02-21 240000 240000 0 0 BEAL BANK USA 2022-11-18 2023-05-24 240000 240000 0 0 FIRST SAVINGS BANK, F.S.B. CLARKSVILLE, IN 2022-11-18 2023-01-23 240000 240000 0 0 MERIDIAN BANK DEVON, PA 2022-11-15 2023-04-25 240000 240000 0 0 PNC BANK, NA WILMINGTON, DE 2022-11-15 2023-08-22 240000 240000 0 0 VERITEX COMMUNITY BANK DALLAS, TX 2023-01-27 2023-10-31 240000 240000 0 0 CHARLES SCHWAB BANK SSB 2022-11-17 2023-11-21 240000 240000 0 0 JPMORGAN CHASE BANK, NATIONAL ASSOCIATION COLUMBUS, OH 2022-11-17 2023-12-29 240000 240000 0 0 KAYNE ANDERSON ENERGY INFRSTR 2022-11-17 2023-11-16 7 11 -4 -4 -4 9664 0 9664 0 9664 2200 0 7800 0 10000 0 336 336 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A FRANCES A LITTLE 2693446143 4415 DUKE STREET SUITE 1-E KALAMAZOO MI 49008 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRANCES A LITTLE 4415 DUKE STREET SUITE 1-E KALAMAZOO MI 49007 PRESIDENT/SECRETARY/TRUSTEE 1.00 0 0 0 JAMES M ELSWORTH 4415 DUKE STREET SUITE 1-E KALAMAZOO MI 49007 TRUSTEE 0.10 1000 0 0 JAMES G THOMPSON 4415 DUKE STREET SUITE 1-E KALAMAZOO MI 49007 TREASURER/TRUSTEE 0.50 1500 0 0 MARK DONOVAN 4415 DUKE STREET SUITE 1-E KALAMAZOO MI 49007 TRUSTEE 0.10 1000 0 0 JOEL WEISMAN 4415 DUKE STREET SUITE 1-E KALAMAZOO MI 49007 TRUSTEE 0.10 1500 0 0 ANDREW WEISMAN 4415 DUKE STREET SUITE 1-E KALAMAZOO MI 49007 TRUSTEE 0.10 1500 0 0 VIRGINIA S LITTLE 4415 DUKE STREET SUITE 1-E KALAMAZOO MI 49007 VICE PRESIDENT/TRUSTEE 0.10 1500 0 0 SHIRLEY PALMER 4415 DUKE STREET SUITE 1-E KALAMAZOO MI 49007 NON-VOTING TRUSTEE 0.10 1500 0 0 NONE 0 NONE 0 0 11091612 10891479 0 21983091 0 0 21983091 329746 21653345 1082667 1082667 9664 9664 1073003 0 1073003 0 1073003 16473 0 16473 1073003 0 0 1130894 1991347 1999651 1610222 6732114 16473 0 0 0 16473 0 1056530 1056530 5675584 0 0 0 0 0 0 74364 5601220 1991347 1999651 1610222 FRANCES A LITTLE X FRANCES A LITTLE 4415 DUKE STREET SUITE 1-E KALAMAZOO MI 49008 2693446143 BRIEF DESCRIPTION AND BUDGET FOR PROGRAM THAT GRANT IS INTENDED TO FUND. NONE INDIVIDUALS ARE INELIGIBLE TO RECEIVE GRANTS OR LOANS. 0 0 14 552021 14 151695 18 -4 0 703712 0 703712 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM T LITTLE IRREVOCABLE TRUST 1941 LENMORE ROAD PALM BEACH GARDENS FL 33410 3251335 X 1 4,261 SHARES OF TRANSDIGM GROUP COMMON STOCK 3251335 2023-03-03 ACCOUNTANT FEES 4200 2100 2100 ALPHABET INC CL A 8298 89402 BERKSHIRE HATHAWAY INC 24575 60632 TRANSDIGM GROUP INC 3251335 4310428 10555530 10759140 0 0 KAYNE ANDERSON AT COST 43030 28877 LEGAL FEES 3181 1591 1590 MI ANNUAL REPORT FEE 20 0 20 FOUNDATION SOURCE FEES 8000 0 8000 MISCELLANEOUS EXPENSE 13 0 13 EXCISE TAX 4469 0 0