2024-08-09T09:18:31-04:00 2023-12-31 382706146 YEO & YEO PC PO BOX 3275 SAGINAW MI 48605 990PF 2023-01-01 386083931 WICKSON-LINK MEMORIAL FOUNDATION WICK 9897939830 5300 BAY ROAD SUITE 100 SAGINAW MI 48604 JOHN HUMPHREYS PRESIDENT/SECRETARY 9897939830 2024-08-07 true true SUZANNE LOZANO P01032536 9897939830 2024-08-07 2023 2024-08-08 14:25:15Z X 6809656 X X 166559 166559 57985 577846 57985 224544 224544 5750 1439 4311 25528 25528 17990 8264 9726 30449 30449 79717 40152 39565 253600 253600 333317 40152 293165 -108773 184392 64370 84676 84676 90307 33831 33831 4977358 4772045 5383493 1274701 1407411 1307656 6406736 6297963 6809656 0 X 6406736 6297963 6406736 6297963 6406736 6297963 6406736 -108773 6297963 6297963 FIDELITY 500 INDEX PREMIUM CLASS P 15000 16817 -1817 -1817 FIDELITY 500 INDEX PREMIUM CLASS P 125000 75119 49881 49881 INVESCO OPPENHEIMER DEV MARKETS P 31488 36194 -4706 -4706 LOOMIS SAYLES SMALL CAP GROWTH P 18500 23096 -4596 -4596 LORD ABBETT SHORT DURATION P 150000 166023 -16023 -16023 NATIONWIDE INTERNATIONAL SMALL CAP P 27488 32474 -4986 -4986 THE MERGER FUND CL I P 136240 129845 6395 6395 VANGUARD EQUITY INCOME ADMIRAL FD P 38488 40293 -1805 -1805 57985 2563 2563 2563 8755 8755 6192 6192 false false false false false false false true true MI true false false false false true N/A SUZANNE LOZANO 9897939830 5300 BAY RD SUITE 100 SAGINAW MI 48604 false false false false true false false false false false false false false false false false false false false false false SUZANNE LOZANO 5300 BAY RD SUITE 100 SAGINAW MI 48604 VP/TREASURER 1.00 0 0 0 JOHN HUMPHREYS 810 FAIRWAY RD SAGINAW MI 48603 PRESIDENT/SE 1.00 0 0 0 SUSAN PIESKO 690 WREN RD FRANKENMUTH MI 48734 TRUSTEE 1.00 750 0 750 CHARLES NICKLESS 655 WILLOW LANE FRANKENMUTH MI 48734 TRUSTEE 1.00 1250 0 1250 RANDY WIERDA 18 SAWMILL CREEK SAGINAW MI 48603 TRUSTEE 1.00 1500 0 1500 ADELE MARTIN 525 E GENESEE FRANKENMUTH MI 48734 TRUSTEE 1.00 750 0 750 DARCY NICKLESS BERRY 366 FRANK ROAD FRANKENMUTH MI 48734 TRUSTEE 1.00 1500 0 1500 NONE NONE THE FOUNDATION DOES NOT CONDUCT DIRECT CHARITABLE ACTIVITIES OR INCUR EXPENSES RELATIVE TO CHARITABLE ACTIVITIES, EXCEPT IN THE PERFORMENCE OF THE NECESSARY EVALUATION OF GRANTS TO THE ORGANIZATION AS SET FORTH IN PART XV. N/A 6298226 181039 0 6479265 6479265 97189 6382076 319104 319104 2563 2563 316541 316541 316541 293165 293165 316541 255398 293165 255398 37767 278774 SUZANNE LOZANO 5300 BAY RD SUITE 100 SAGINAW MI 48604 9897939830 LETTER FORM ONGOING REQUESTS BOARD DISCRETION BIG BROTHERS BIG SISTERS 1910 FORDNEY ST SAGINAW MI 48601 NONE PC SAGINAW OUTREACH PROGRAM 5000 CMU SCHOOL OF MEDICINE 1632 STONE ST SAGINAW MI 48602 NONE PC GENERAL FUND 25000 DELTA COLLEGE FOUNDATION 1963 DELTA RD UNIVERSITY CENTER MI 48710 NONE PC FILL FINANCIAL NEEDS OF THE SCHOOL 27000 EMMAUS HOUSE 733 S 14TH ST SAGINAW MI 48601 NONE PC SAGINAW OUTRACH PROGRAM 5000 FRANKENMUTH AREA FINE ARTS COUNCIL 525 E GENESEE ST FRANKENMUTH MI 48734 NONE PC GENERAL FUND 3200 FRANKENMUTH CITY BEAUTIFICATION 240 W GENESEE FRANKENMUTH MI 48734 NONE PC FINANCIAL SUPPORT FOR BEAUTIFICATION 3500 FRANKENMUTH HISTORICAL ASSOCIATION 613 S MAIN ST FRANKENMUTH MI 48734 NONE PC GENERAL FUND 10000 FRANKENMUTH WOMEN'S CLUB PO BOX 83 FRANKENMUTH MI 48734 NONE PC GENERAL FUND 2500 GIRLS ON THE RUN GREAT LAKES BAY 1781 FORDNEY ST SAGINAW MI 48601 NONE PC GENERAL FUND 3000 HOSPITAL HOSPITALITY HOUSE OF SAGINAW INC 1701 NORTH MICHIGAN AVE SAGINAW MI 48602 NONE PC GENERAL FUND 2000 MAJOR CHORDS FOR MINORS 403 S JEFFERSON AVE SAGINAW MI 48607 NONE PC PROVIDE YOUTH WITH MUSIC LESSONS 2000 MARY FREE BED - HEALTH CARE 1447 N HARRISON SAGINAW MI 48602 NONE PC GENERAL FUND 20000 MICHIGAN FORENSIC EXAMINERS 4707 E MCLEOD DR SAGINAW MI 48604 NONE PC GENERAL FUND 6000 MICHIGAN HEALTH IMPROVEMENT ALLIANCE INC PO BOX 100 FREELAND MI 48623 NONE PC GENERAL OPERATIONS 20000 MID-MICHIGAN CHILDREN'S MUSEUM 315 W GENESEE AVE SAGINAW MI 48602 NONE PC GENERAL FUND 10000 MIDLAND CENTER FOR THE ARTS 1801 W ST ANDREWS RD MIDLAND MI 48640 NONE PC GENERAL FUND 5000 PARISHIONERS ON PATROL 2316 WEBBER ST SAGINAW MI 48601 NONE PC NEW BIRTH 1000 PIT & BALCONY THEATRE 805 N HAMILTON ST SAGINAW MI 48602 NONE PC GENERAL FUND 3000 READ ASSOCIATION 100 S JEFFERSON SUITE 40 SAGINAW MI 48607 NONE PC PROMOTE CHILDHOOD READING 6650 SAGINAW - SHIAWASSEE HABITAT FOR HUMANITY 315 W HOLLAND ST SAGINAW MI 48602 NONE PC GENERAL FUND 7500 SAGINAW CAREER COMPLEX 2102 WEISS ST SAGINAW MI 48602 NONE PC GENERAL FUND 5000 SAGINAW CHORAL SOCIETY 201 N WASHINGTON AVE SAGINAW MI 48607 NONE PC GENERAL FUND 750 SAGINAW COMMUNITY FOUNDATION 1 TUSCOLA ST 100B SAGINAW MI 48607 NONE PC COMMUNITY IMPROVEMENT 19000 SAGINAW PROMISE 1 TUSCOLA ST SUITE 100 SAGINAW MI 48607 NONE PC SCHOLARSHIP 10000 STAND UP AWARD 1 TUSCOLA ST 100B SAGINAW MI 48607 NONE PC AWARD SPONORSHIP 2000 SVSU FOUNDATION 7400 BAY ROAD UNIVERSITY CENTER MI 48710 NONE PC STUDENT SCHOLARSHIPS 20000 UNDERGROUND RAILROAD 5647 STATE STREET STE A SAGINAW MI 48603 NONE PC GENERAL FUND 2500 UNITED TOGETHER LUPUS FOUNDATION 804 S HAMILTON ST SUITE 1 SAGINAW MI 48602 NONE PC GENERAL FUND 1000 WELL OF SAGINAW 2709 JULIUS ST SAGINAW MI 48601 NONE PC GENERAL FUND 5000 WICKSON JAMES E MEMORIAL LIBRARY 359 S FRANKLIN ST 1598 FRANKENMUTH MI 48734 NONE PC GENERAL OPERATIONS 8000 WOMEN OF COLORS PO BOX 5525 SAGINAW MI 48603 NONE PC GENERAL FUND 500 YMCA 1915 FORDNEY ST SAGINAW MI 48601 NONE PC GENERAL FUND 12500 253600 14 14 166559 18 57985 224544 224544 false false false false false false false false false false ACCOUNTING FEES 8264 8264 ACCOUNTING ADMINISTRATIVE EXPENS 9726 9726 FEDERATED HERMES TOTAL RETURN BOND 819904 723359 LORD ABBET SHORT DURATION 336063 320434 FID INTER TREASURY BOND INDEX FUND 251444 263863 BAILLIE GIFFORD LONG TERM GLBL GR IN 461063 277397 FIDELITY 500 INDEX PREMIUM CLASS 684377 1307401 FIDELITY MIDCAP INDEX PREMIUM CLASS 138213 218369 GOLDMAN SACHS SMALL CAP VALUE 181379 215985 INVESCO OPPENHEIMER DEVELOPING MKS 266814 254253 LOOMIS SAYLES SMALL CAP GROWTH 212630 199825 MERGER FUND MONDRIAN GLOBAL EQUITY VALUE FUND 461505 513242 NATIONWIDE INTERNATIONAL SMALL CAP 314166 340551 NINETY ONE GLOBAL FRANCHISE FUND I 438780 490807 GATEWAY FUND CLASS Y 198248 214291 MAINSTAY CBRE GLOBAL INFRASTRUCTURE 340888 322230 VANGUARD EQUITY INCOME ADMIRAL 709636 666952 CLIFFWATER CORPORATE LENDING FUND 364346 362190 LEGAL - ADMINISTRATIVE 25528 25528 EXPENSES INSURANCE 1705 1705 INVESTMENT FEE 28744 28744