2025-02-25T16:12:21-06:00 2024-12-31 382706146 YEO & YEO PC PO Box 3275 Saginaw MI 48605 990PF 2024-01-01 386083931 Wickson-Link Memorial Foundation WICK 9897939830 5300 Bay Road 100 Saginaw MI 48604 John Humphreys President/Secretary 9897939830 2025-02-12 1 1 Suzanne R Lozano P01032536 9897939830 2025-02-11 2024 2025-03-06 01:10:19Z X 7276774 X X 203595 203595 139066 1498210 139066 342661 342661 6250 1561 4689 25638 0 25638 19596 3567 16029 30483 30483 0 1744 1744 0 83711 37355 46356 279250 279250 362961 37355 325606 -20300 305306 84676 102077 102077 33831 47671 47671 4407699 4190276 5290027 1771757 1937538 1836999 6297963 6277562 7276774 0 0 X 0 0 0 0 6297963 6277562 6297963 6277562 6297963 6277562 6297963 -20300 0 6277663 101 6277562 Ballie Gifford Long Term Global 19988 28788 -8800 -8800 Federated Hermess TTL Return Bond 37000 44168 -7168 -7168 Fidelity 500 Index Premium Class 45000 27013 17987 17987 Gateway Fund Class Y 225277 198248 27029 27029 Invesco Oppenheimer Dev Markets Class 257801 266815 -9014 -9014 Lord Abbett Short Duration 336705 351484 -14779 -14779 Mondrian Global Equity Value Fund 113800 95044 18756 18756 Nationwide International Small Cap 125588 116604 8984 8984 Ninety One Global Franchise Fund 58200 50079 8121 8121 NYLI CBRE Global Infrastructure 137100 143733 -6633 -6633 Vanguard Equity INcome Admiral FD 39988 37168 2820 2820 Capital Gains Dividends P 101763 101763 101763 139066 4244 0 4244 0 4244 6038 0 0 0 6038 0 1794 1794 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A Suzanne Lozano 9897939830 5300 Bay Road Suite 100 Saginaw MI 48604 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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/Secretary 1.00 0 0 0 Susan Piesko 690 Wren Rd Frankenmuth MI 48734 Trustee 1.00 1000 0 0 Charles Nickless 655 Willow Lane Frankenmuth MI 48734 Trustee 1.00 1750 0 0 Randy Wierda 18 Sawmill Creek Saginaw MI 48603 Trustee 1.00 1250 0 0 Adele Martin 10011 Bradley Rd Frankenmuth MI 48734 Trustee 1.00 750 0 0 Darcy Nickless Berry 366 Frank Road Frankenmuth MI 48734 Trustee 1.00 1500 0 0 NONE 0 NONE 0 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. 0 None 0 0 0 6979928 204183 0 7184111 0 0 7184111 107762 7076349 353817 353817 4244 4244 349573 0 349573 0 349573 325606 0 325606 349573 278771 0 0 325606 278771 0 0 46835 0 0 0 0 0 0 0 0 302738 0 0 0 Suzanne Lozano 5300 Bay Rd Suite 100 Saginaw MI 48604 9897939830 Letter form Ongoing requests Board Discretion 1 Week 1 Street 2609 E Genesee Saginaw MI 48601 None PC General Fund 2000 Big Brothers Big Sisters 1910 Fordney St Saginaw MI 48601 None PC Saginaw outreach program 5000 Brunkow School 3000 S 24th St Saginaw MI 48601 None PC General Fund 1000 CAN Council 1311 N Michigan Ave Saginaw MI 48602 None PC General Fund 10000 Center for Minority Entrepreneurial Enterprise 3895 Cabaret Trl W Apt 2 Saginaw MI 48603 None PC General Fund 1000 Child & Family Services 2838 Automotive Centre Rd Saginaw MI 48603 None PC General Fund 4200 Delta College Foundation 1963 Delta Rd University Center MI 48710 None PC Fill financial needs of the school 3000 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 3700 Frankenmuth Women's Club PO Box 83 Frankenmuth MI 48734 None PC General Fund 5000 Hidden Harvest 940 E Genesee Ave 2 Saginaw MI 48607 None PC General Fund 70000 LEAD 5877 McCarty Rd Saginaw MI 48603 None PC General Fund 2500 Mary Free Bed - Health Care 1447 N Harrison Saginaw MI 48602 None PC General Fund 20000 Michigan Health Improvement Alliance Inc PO Box 100 Freeland MI 48623 None PC General Operations 20000 Old Town Soup Kitchen 600 Gratiot Ave Saginaw MI 48602 None PC General Fund 3250 Parishioners on Patrol 2316 Webber St Saginaw MI 48601 None PC New birth 1000 Partnership Center 2115 Ring St Saginaw MI 48638 None PC General Fund 15000 PRIDE in Saginaw Inc 101 N Washington Ave Saginaw MI 48607 None PC General Fund 2000 Rescue Ministries of Mid-Michigan 1021 Burt St Saginaw MI 48607 None PC General Fund 12500 Saginaw Community Foundation 1 Tuscola St 100B Saginaw MI 48607 None PC Community Improvement 12500 Saginaw County Health Department 1600 N Michigan Ave Saginaw MI 48602 None PC General Fund 3500 Saginaw Covenant Academy 508 S Washington Ave Saginaw MI 48607 None PC General Fund 12500 Saginaw Future 515 N Washington Ave Saginaw MI 48607 None PC General Fund 2500 Saginaw Promise 1 Tuscola St Saginaw MI 48607 None PC Scholarship 7500 Saginaw Spirit Charitable Foundation 6321 State St Saginaw MI 48603 None PC General Fund 5000 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 12500 Underground Railroad 5647 State Street Ste A Saginaw MI 48603 None PC General Fund 3600 United Way of Saginaw County 1840 N Michigan Ave Saginaw MI 48602 None PC General Fund 1500 Wellspring Lutheran Services 5939 Shattuck Rd Saginaw MI 48603 None PC General Fund 5000 Wickson James E Memorial Library 359 S Franklin St 1598 Frankenmuth MI 48734 None PC General Operations 10000 Women of Colors PO Box 5525 Saginaw MI 48603 None PC General Fund 2500 YMCA 1915 Fordney St Saginaw MI 48601 None PC General Fund 12500 279250 0 14 14 203595 18 139066 0 342661 0 342661 0 0 0 0 0 0 0 0 0 0 Accounting Fees 3567 3567 0 Accounting Administrative Expenses 16029 0 16029 The Foundation does not have any program related investments or any expenses relative to program related investments. 0 Cliffwater Corporate Lending Fund 407232 407853 Federated Hermes Total Return Bond 807023 701424 Fid Inter Treasury Bond Index Fund 500752 501635 Diamond Hill Short Duration 222531 226087 Baillie Gifford Long Term Glbl Gr In 585875 501055 Fidelity 500 Index Premium Class 762019 1682643 Fidelity Midcap Index Premium Class 143925 251884 Goldman Sachs Small Cap Value 214886 241582 Loomis Sayles Small Cap Growth 220689 229751 Mondrian Global Equity Value Fund 388289 434853 Nationwide International Small Cap 217789 221773 American Beacon Ninety One Global Franchise Fund I 389777 468894 NYLI (Mainstay) CBRE Global Infrastructure 201774 201753 Vanguard Equity Income Admiral 692731 685280 Vanguard Scottsdale FDS MTG - BKD 372522 370559 Legal - Administrative 25638 0 25638 Adjustment to cost basis 101 Insurance 1744 1744 0 Investment Fees 30483 30483 0