2025-11-06T15:44:37-06:00 2024-12-31 383213032 JAMES & SPRINGGATE PLC 490 WEST SOUTH STREET KALAMAZOO MI 49007 990PF 2024-01-01 382513263 MONROE-BROWN FOUNDATION MONR 2693291808 PO BOX 51716 KALAMAZOO MI 49005 ROBERT BROWN PRESIDENT 2693291808 2025-11-06 1 0 AMY L TAYLOR P00630479 2693840219 2025-11-06 2024 2025-03-06 01:10:19Z X 37499485 X X 2744 2744 593978 593978 608520 11770751 932733 1205242 1529455 0 0 0 0 0 5700 2850 0 2850 173254 164346 0 8908 28497 11337 0 0 15000 0 0 15000 116138 0 0 116138 40713 0 0 40713 379302 178533 0 183609 2077805 2077805 2457107 178533 0 2261414 -1251865 1350922 0 2777135 1171795 1171795 0 4459030 4494153 20149138 17910876 30832122 2867293 1000000 1001415 25793566 24541701 37499485 0 0 X 25793566 24541701 0 0 0 0 25793566 24541701 25793566 24541701 25793566 -1251865 0 24541701 0 24541701 PUBLICLY TRADED SECURITIES 8690380 P 11762279 10838018 924261 924261 CAPITAL GAINS DIVIDENDS P 8472 8472 8472 932733 18778 0 18778 0 18778 2100 0 21000 0 23100 X 739 3583 1483 2100 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 WWW.MONROEBROWN.ORG FREDERICK O BROWN 2693291808 241 E MICHIGAN AVENUE SUITE 135 KALAMAZOO MI 49007 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT M BROWN JR 4030 BRONSON BLVD KALAMAZOO MI 49008 SECRETARY, TRUSTEE 0.01 0 0 0 A J TODD IV 3565 SANDHILL LANE PORTAGE MI 49024 VICE PRESIDENT, TRUSTEE 0.01 0 0 0 JANE B TODD 2705 CLOVELLY KALAMAZOO MI 49008 TREASURER, TRUSTEE 0.01 0 0 0 FREDERICK O BROWN 3509 SANDHILL LANE PORTAGE MI 49024 PRESIDENT, TRUSTEE 0.01 0 0 0 ANDREW BROWN 659 WHITEHORSE DRIVE GREENVILLE NC 27834 TRUSTEE 0.01 0 0 0 CATHERINE E BROWN WEBB 7 HUNT ROAD DARIEN CT 06820 TRUSTEE 0.01 0 0 0 ERIC M TODD 1956 N MOHAWK UNIT C CHICAGO IL 60614 TRUSTEE 0.01 0 0 0 STEPHEN TODD 1148 OAK STREET WINNETKA IL 60093 TRUSTEE 0.01 0 0 0 NONE 0 ARCADIA INVESTMENT MANAGEMENT 161 E MICHIGAN AVE SUITE 500 SOUTH KALAMAZOO MI 49007 INVESTMENT MANAGEMENT 138799 0 0 34447328 1591576 0 36038904 0 0 36038904 540584 35498320 1774916 1774916 18778 18778 1756138 0 1756138 0 1756138 2261414 0 2261414 1756138 1202023 0 0 2261414 1202023 0 0 1059391 0 0 0 0 0 0 0 0 696747 0 0 0 ROBERT M BROWN JR JANE B TODD X CITY OF KALAMAZOO 241 W SOUTH STREET KALAMAZOO MI 49007 NONE GOVERNMENT COMMUNITY PLANNING & ECONOMIC DEVELOPMENT 1050 KALAMAZOO COLLEGE 1153 ACADEMY STREET KALAMAZOO MI 49007 NONE PUBLIC CHARITY USTA 5000 KALAMAZOO COUNTY READY 4S 241 E MICHIGAN AVE SUITE 135 KALAMAZOO MI 49007 NONE PUBLIC CHARITY GENERAL 25000 KALAMAZOO NONPROFIT ADVOCACY COALITION 315 W MICHIGAN AVE KALAMAZOO MI 49007 NONE PUBLIC CHARITY GENERAL 50000 STARTUP ZOO 229 E MICHIGAN AVE SUITE 335 KALAMAZOO MI 49007 NONE PUBLIC CHARITY GENERAL 15000 UNIVERSITY OF MICHIGAN 434 S STATE STREET ANN ARBOR MI 49019 NONE PUBLIC CHARITY ALZHEIMERS FUND 400000 UNIVERSITY OF MICHIGAN 434 S STATE STREET ANN ARBOR MI 49019 NONE PUBLIC CHARITY SCHOLARSHIPS 421088 UNIVERSITY OF MICHIGAN 434 S STATE STREET ANN ARBOR MI 49019 NONE PUBLIC CHARITY MICHIGAN MEDALLION 300000 UNIVERSITY OF MICHIGAN 434 S STATE STREET ANN ARBOR MI 49019 NONE PUBLIC CHARITY VC FUND 250000 UNIVERSITY OF MICHIGAN 434 S STATE STREET ANN ARBOR MI 49019 NONE PUBLIC CHARITY LOCKER ROOM PROJECT 500000 WESTERN MICHIGAN UNIVERSITY FOUNDATION 1903 WEST MICHIGAN AVE KALAMAZOO MI 49007 NONE PUBLIC CHARITY ENTREPRENEURSHIP PROGRAM 72667 WESTERN MICHIGAN UNIVERSITY FOUNDATION 1903 WEST MICHIGAN AVENUE KALAMAZOO MI 49007 NONE PUBLIC CHARITY SCHOLARSHIPS 38000 2077805 WESTERN MICHIGAN UNIVERSITY FOUNDATION 1903 WEST MICHIGAN AVE KALAMAZOO MI 49007 NONE PUBLIC CHARITY ENTREPRENEURSHIP PROGRAM 72666 72666 14 2744 14 593978 18 608520 0 1205242 0 1205242 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5700 2850 0 2850 BEAL BK USA LAS VEGAS NEV 10/2/24 4.45% 4/2/25 250000 250068 GATEWAY FIRST BK 10/4/24 4.35% 10/3/25 250000 250225 STEARNS BK NA ST CLOUD MINN 7/26/24 4.9% 8/26/25 250000 251072 WALLKILL VY FED SVGS & LN ASSN 9/30/24 4.25% 9/30/25 250000 250050 ACCENTURE PLC CLASS A 284951 613874 ADOBE SYS INC 529666 536284 AIR PRODS & CHEMS INC 749072 838216 ALPHABET INC CAP STK CL C 271213 971244 AMAZON.COM INC 344902 1009194 APPLE INC 296886 1191248 ASML HOLDING NV NY REGISTRY SHS 729653 779715 BECTON DICKINSON & CO 440810 399291 BROADCOM INC 244137 2237256 COSTCO WHOLESALE CORP 229621 1076617 CROWDSTRIKE HLDGS INC. 243190 239512 DYNE THERAPEUTICS INC 594655 530100 ESSENTIAL UTILS INC 795559 690080 GRIFFON CORP 496745 498890 HOME DEPOT INC 421443 661283 INTERCONTINENTAL EXCHANGE, INC 595713 934591 INTUIT 238331 628500 ISHARES MSCI EAFE INDEX FD 1251237 1398785 ISHARES RUSSELL 2000 INDEX FD 615696 662880 ISHARES RUSSELL MIDCAP GROWTH INDEX FD 407241 380250 META PLATFORMS INC. 489656 556235 MICROSOFT CORP 356770 1157017 MOBILEYE GLOBAL INC 285283 199200 MONOLITHIC PWR SYS INC 88250 507679 NEXTERA ENERGY INC 232489 250915 NVIDIA CORP 373194 2014350 O REILLY AUTOMOTIVE INC 376068 563255 PALO ALTO NETWORKS INC 209312 1004419 PHREESIA INC 753780 905760 PURE STORGE INC. 185466 215005 SERVICENOW INC 712703 1378156 STARBUCKS CORP 319958 365000 STRYKER CORP 394779 756105 SUNCOR ENERGY INC 390794 535200 SYSCO CORP 312194 305840 THERMO FISHER SCIENTIFIC INC 344018 561848 VANGUARD FTSE EMERGING MARKETS 419205 444804 VEEVA SYS INC 443059 525625 VISA INC CL A 520828 1074536 WATSCO INC 395055 734529 ZSCALER INC 527294 498834 4459030 4494153 0 0 TELEPHONE & WEBSITE 1575 0 0 1575 INSURANCE 1196 0 0 1196 SUPPLIES 6817 0 0 6817 MARKETING 31125 0 0 31125 AGENCY FEES 25190 25190 0 0 INVESTMENT MANAGEMENT FEES 139156 139156 0 0 OTHER PROFESSIONAL SERVICES 8908 0 0 8908 FOREIGN TAXES 11337 11337 0 0 EXCISE TAX 17160 0 0 0