2025-10-06T13:05:52-05:00 2024-12-31 382706146 YEO & YEO PC PO Box 3275 Saginaw MI 48605 990PF 2024-01-01 832286564 Yeo & Yeo Foundation YEO& 9897939830 5300 Bay Road Suite 600 Saginaw MI 48604 Jeff McCulloch President 9897939830 2025-10-02 1 1 Andrew T Matuzak P01541733 9897939830 2025-10-02 2024 2025-03-06 01:10:19Z X 84149 X 147026 2 2 2 2459 2459 2459 3038 46298 3038 152525 5499 2461 0 0 0 0 405 405 405 0 59 20 20 0 464 425 425 0 150066 150066 150530 425 425 150066 1995 5074 2036 7194 3096 3096 71011 77104 81053 78205 80200 84149 0 0 X 62300 63300 0 0 15905 16900 78205 80200 78205 80200 78205 1995 0 80200 0 80200 AB Small Cap Growth A P 2024-01-01 2024-02-07 36 36 36 AB Small Cap Growth A P 2020-07-01 2024-02-07 2500 2658 -158 -158 Goldman Sachs Emerging Market P 2024-01-01 2024-02-07 2 2 2 Goldman Sachs Emerging Market P 2020-07-01 2024-02-07 2327 2573 -246 -246 iShares Russell 2000 Value ETF P 2024-01-01 2024-02-09 14 14 14 iShares Russell 2000 Value ETF P 2020-07-01 2024-02-09 2182 2199 -17 -17 Invesco Discovery P 2024-01-01 2024-04-18 366 349 17 17 Blackrock Mid-Cap Growth P 2020-07-01 2024-05-29 2629 2081 548 548 Fidelity Advisor Focused Emerging P 2024-01-01 2024-05-29 2607 2291 316 316 Invesco Discovery P 2024-01-01 2024-05-29 2406 2176 230 230 MFS Intl Diversification P 2024-01-01 2024-05-29 31 31 31 MFS Intl Diversification P 2020-07-01 2024-05-29 7330 6942 388 388 Schwab International Index P 2020-07-01 2024-05-29 7835 7066 769 769 Schwab US Large Cap Growth P 2020-07-01 2024-05-29 1639 873 766 766 Victory Sycamore Est Value P 2024-01-01 2024-05-29 14 14 14 Victory Sycamore Est Value P 2020-07-01 2024-05-29 2403 1931 472 472 John Hancock Investment Grade E Bd P 2024-01-01 2024-06-12 100 132 -32 -32 John Hancock Investment Grade E Bd P 2020-07-01 2024-06-12 4705 4733 -28 -28 iShare Russell Mid Cap Growth P 2024-01-01 2024-06-26 2430 2426 4 4 iShares Core MSCI P 2024-01-01 2024-06-27 2343 2378 -35 -35 iShare Russell Mid Cap Value P 2024-01-01 2024-06-26 2399 2452 -53 -53 3038 544 71 0 71 0 71 0 0 71 0 71 0 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A Michael Tribble 9897939830 5300 Bay Road Suite 600 Saginaw MI 48604 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Michael Tribble 5300 Bay Road Suite 600 Saginaw MI 48604 Non-Voting Director 0.00 0 0 0 Alex Wilson 5300 Bay Raod Suite 600 Saginaw MI 48604 President 0.00 0 0 0 Jordan Hale 5300 Bay Road Suite 600 Saginaw MI 48604 Treasurer 0.00 0 0 0 Taylor Bartosiewicz 5300 Bay Raod Suite 600 Saginaw MI 48604 Director 0.00 0 0 0 Kellen Riker 5300 Bay Road Suite 600 Saginaw MI 48604 Director 0.00 0 0 0 Brian Dixon 5300 Bay Road Suite 600 Saginaw MI 48604 Vice President 0.00 0 0 0 Meg Warner 5300 Bay Road Suite 600 Saginaw MI 48604 Director 0.00 0 0 0 Jeff McCulloch 5300 Bay Road Suite 600 Saginaw MI 48604 Director 0.00 0 0 0 NONE 0 NONE 0 The foundation does not conduct direct charitable activities and does not incur expenses related thereto. 0 0 82110 20906 0 103016 0 0 103016 1545 101471 5074 5074 71 71 5003 0 5003 0 5003 150066 0 150066 5003 0 0 96785 102729 123633 135703 458850 150066 0 0 0 5003 145063 0 0 603913 0 0 0 0 0 0 0 603913 96785 102729 123633 135703 145063 Michael Tribble 5300 Bay Road Suite 600 Saginaw MI 48604 9897939830 mictri@yeoandyeo.com Email Only None None Aaron's Gifts From Home 6800 Eastman Ave Suite E5 Midland MI 48642 None Charitable Operating 3000 Alma Police Athletic League 1700 N Pine Avenue Alma MI 48801 None Charitable Community 3200 Amazing Grace Animal Rescue 3365 Freeland Road Saginaw MI 48604 None Charitable Operating 3000 American Cancer Society PO Box 10069 Southfield MI 48210 None Charitable Research 6000 Angel Whispers Healing Center 7940 Ann Arbor Street Dexter MI 48130 None Charitable Operating 3500 Area 9 Special Olympics (Michigan Special Olympics) 500 N Sophia St Bay City MI 48706 None Charitable Operating 1500 Bay Community Tennis Association PO Box 607 Bay City MI 48707 None Charitable Community 5000 Beaverton Activity Center 106 Tonkin Street Beaverton MI 48612 None Charitable Community 2250 Beloved Asheville PO Box 6386 Asheville NC 28816 None Charitable Community 2300 Boys & Girls Clubs of the Great Lakes Bay Region 300 West Lafayette Ave Bay City MI 48706 None Charitable Operating 1500 Child & Family Charities 4287 Five Oaks Drive Lansing MI 48911 None Charitable Community 3000 Child Advocacy Center of Lapeer 15 E Genesee St Lapeer MI 48446 None Charitable Operating 4000 Childrens Discovery Academy 6525 N Jerome Road Alma MI 48801 None Charitable Operating 3200 Community Healing Centers 2615 Stadium Dr Kalamazoo MI 49009 None Charitable Community 3070 Dryden Elementary School PTA 3835 N Miller St Dryden MI 48428 None Charitable Education 1000 East Side Soup Kitchen 940 E Genesee Avenue Saginaw MI 48608 None Charitable Operating 3100 Eastern Michigan University Foundation PO Box 972057 Ypsilanti MI 48197 None Charitable Education 3500 Ennis Center for Children 129 East Third Street Flint MI 48502 None Charitable Operating 3000 Epilepsy Foundation of Michigan 252 Telegraph Rd Ste 110 Southfield MI 48033 None Charitable Operating 5500 Fenton Center for Hope 10401 Fenton Road Fenton MI 48430 None Charitable Community 1500 First Step Inc 44567 Pinetree Drive Plymouth MI 48170 None Charitable Operating 5000 Flushing Youth Tackle Football Programs Inc 767 E Main St Suite 1156 Flushing MI 48433 None Charitable Operating 1500 Foster Closet of Isabella County 304 West Michigan Suite 19 Mt Pleasant MI 48858 None Charitable Community 1000 Friends of the Alley 615 S Saginaw St 3001 Flint MI 48502 None Charitable Operating 1500 Genesee County Habitat for Humanity 101 Burton St Flint MI 48503 None Charitable Community 2400 Give-A-Kid Projects PO Box 576 Holt MI 48842 None Charitable Operating 2000 Great Lakes Bay Regional Alliance 122 Uptown Drive Suite 204 Bay City MI 48708 None Charitable Operating 3000 Habitat for Humanity of Huron Valley 950 Victors Way Suite 50 Ann Arbor MI 48108 None Charitable Community 2000 Home to Stay of Midland 205 S Saginaw Rd Midland MI 48640 None Charitable Operating 2000 Humane Society of Bay County 1607 Marquette Ave Bay City MI 48706 None Charitable Community 1500 Humane Society of St Clair County 6177 Fred Moore Highway China MI 48054 None Charitable Operating 3500 International Academy of Flint 2820 South Saginaw Street Flint MI 48503 None Charitable Education 1000 Kalamazoo Valley Habitat for Humanity 1126 Gull Road Kalamazoo MI 49048 None Charitable Community 2115 Kaleidoscope Kids Preschool 7028 Oakland Dr Portage MI 49024 None Charitable Operating 1000 Kidneys for Kids 1321 Broadway St Suite 300 Bay City MI 48708 None Charitable Operating 1500 Local Journalism Foundation 315 W Michigan Ave Kalamazoo MI 49007 None Charitable Operating 1000 MET Avivor Inc 1783 Forest Drive 184 Annapolis MD 21401 None Charitable Operating 2500 Midland Community Orchestra PO Box 2503 Midland MI 48641 None Charitable Community 3000 Midland's Open Door PO Box 1614 Midland MI 48641 None Charitable Community 1074 PBJ Outreach Inc PO Box 702458 Plymouth MI 481700981 None Charitable Operating 4000 Potter Park Zoo 1301 S Pennsylvania Ave Lansing MI 48912 None Charitable Operating 2000 READ Association of Saginaw County 100 S Jefferson Suite 203 Saginaw MI 486071238 None Charitable Children's Programing 1200 Saginaw Community Foundation - Fire Department 1 Tuscola Street 100B Saginaw MI 48607 None Charitable Community 3100 Saginaw-Shiawassee Habitat for Humanity 315 W Holland St Saginaw MI 48602 None Charitable Community 3107 Shelter Association of Washtenaw County 312 W Huron Street Ann Arbor MI 48103 None Charitable Community 2500 Thomas Township Parks & Recreation 249 North Miller Road Saginaw MI 48609 None Charitable Parks 5000 Trinity Health at Home Southeast MI Hospice 20555 Victor Parkway Livonia MI 48152 None Charitable Healthcare 1500 Undercover Angels Animal Rescue PO Box 6667 Saginaw MI 48608 None Charitable Operating 3100 United Way of Saginaw County 1840 N Michigan Ave Saginaw MI 48602 None Charitable Community 2250 University of Dearborn - Beta Alpha Psi 19000 Hubbard Drive Dearborn MI 48128 None Charitable Education 500 Valley Lutheran High School 3560 McCarty Road Saginaw MI 48603 None Charitable Education 4100 Vandal Spirit Committee 555 West Alice Street Merrill MI 48637 None Charitable Operating 2500 Westdale PTO 705 S Center Road Saginaw MI 48638 None charitable Education 1500 White Pine Middle School 505 N Center Road Saginaw MI 48638 None Charitable Education 1500 Wings of Mercy - East Michigan 15057 Lindbergh CT Linden MI 48451 None Charitable Operating 3000 WMU Essential Needs 1903 W Michigan Ave Kalamazoo MI 49008 None Charitable Education 5000 Zonta Club of Michigan PO BOX 320618 Flint MI 48532 None Charitable Community 3500 150066 0 14 2 14 2459 18 3038 0 5499 0 5499 0 0 0 0 0 0 0 0 0 0 X X 1 Yeo & Yeo PC 5300 Bay Road Suite 100 Saginaw MI 48604 89244 X 2 Yeo & Yeo Technology 5300 Bay Road Suite 200 Saginaw MI 48604 11172 X 3 Yeo & Yeo Medical Billing & Consulting 5300 Bay Road Suite 300 Saginaw MI 48604 9512 X Charles Schwab 77104 81053 Advisory fees 405 405 405 0 2023 990-PF Taxes 39 0 0 0 Michigan Annual Fee 20 20 20 0