2026-03-04T06:30:06-06:00 2025-12-31 382706146 YEO & YEO PC PO Box 3275 Saginaw MI 48605 990PF 2025-01-01 386083931 Wickson-Link Memorial Foundation WICK 9897939830 5300 Bay Road 100 Saginaw MI 48604 John Humphreys President 9897939830 2026-03-03 1 Suzanne R Lozano P01032536 9897939830 2026-03-03 2025 2025-03-06 01:10:19Z X 7916408 X X 68 68 208296 208296 485568 1280422 485568 693932 693932 6500 1624 4876 23107 0 23107 22140 5535 16605 32345 32345 0 2500 0 0 1756 1756 0 88348 41260 44588 305092 305092 393440 41260 349680 300492 652672 102077 40840 40840 47671 75514 75514 4190276 4395000 5800216 1937538 2066035 1999838 6277562 6577389 7916408 0 0 X 0 0 0 0 6277562 6577389 6277562 6577389 6277562 6577389 6277562 300492 0 6578054 665 6577389 Capital Gain P 175348 175348 175348 Fidelity 500 Index Premium 505000 243162 261838 261838 Fidelity Mid Cap Index Premium Class 95000 58367 36633 36633 Ballie Gifford Long Term Global 100964 116754 -15790 -15790 GOLDMAN SACHS SMALL CAP VALUE 80000 81075 -1075 -1075 LOOMIS SAYLES SMALL CAP GROWTH 50000 54974 -4974 -4974 Mondrian Global Equity Value Fund 30000 22732 7268 7268 Nationwide International Small CAP 244110 217790 26320 26320 485568 9072 0 9072 0 9072 4294 0 0 0 4294 0 4778 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 1.00 750 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 1500 0 0 Adele Martin 10011 Bradley Rd Frankenmuth MI 48734 Trustee 1.00 1000 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 7486026 150457 0 7636483 0 0 7636483 114547 7521936 376097 376097 9072 9072 367025 0 367025 0 367025 349680 0 349680 367025 302738 0 0 349680 302738 0 0 46942 0 0 0 0 0 0 0 0 320083 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 1250 Boys & Girls Club 1781 Fordney St Saginaw MI 48601 None PC General Fund 16000 CAN Council 1311 N Michigan Ave Saginaw MI 48602 None PC General Fund 8120 Delta College Foundation 1963 Delta Rd University Center MI 48710 None PC Fill financial needs of the school 30000 Emmaus House 733 S 14th St Saginaw MI 48601 None PC Saginaw outrach program 7000 Food Bank of Eastern Michigan 2300 Lapeer Rd Flint MI 48503 None PC General Fund 9000 Frankenmuth - Beautification 240 W Genesee St Frankenmuth MI 48734 None PC General Fund 8500 Frankenmuth - Pickleball Courts 240 W Genesee St Frankenmuth MI 48734 None PC General Fund 12500 Frankenmuth Area Fine Arts Council 525 E Genesee St Frankenmuth MI 48734 None PC General Fund 3700 Frankenmuth Convention and Visitors Bureau 240 W Genesee St Frankenmuth MI 48734 None PC General Fund 30000 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 40000 Hospital Hospitality House of Saginaw Inc 1701 North Michigan Ave Saginaw MI 48602 None PC General Fund 2500 Mary of the Assumption Cathedral 615 Hoyt Ave Saginaw MI 48607 None PC General Fund 310 Michigan Forensic Examiners 515 N Washington Ave 3rd Fppr Saginaw MI 48607 None PC General Fund 6840 Mustard Seed 1325 Cherry St Saginaw MI 48601 None PC General Fund 2000 New Birth Missionary Baptist Church 3121 Sheridan Ave Saginaw MI 48601 None PC General Fund 2000 Old Town Christian Outreach 600 Gratiot Ave Saginaw MI 48602 None PC General Fund 1000 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 12000 READ Association 100 S Jefferson Ave Ste 203 Saginaw MI 48607 None PC General Fund 6747 Rescue Ministries of Mid-Michigan 1021 Burt St Saginaw MI 48607 None PC General Fund 12500 Saginaw Choral Society 201 N Washington Ave Saginaw MI 48607 None PC General Fund 1000 Saginaw Community Foundation 1 Tuscola St 100B Saginaw MI 48607 None PC Community Improvement 13500 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 Power of Dad 4685 Century Dr Saginaw MI 48638 None PC General Fund 625 Saginaw Promise 1 Tuscola St Saginaw MI 48607 None PC Scholarship 7500 Stand Up Award 1 Tuscola St 100B Saginaw MI 48607 None PC Award Sponorship 1000 SVSU Foundation 7400 Bay Road University Center MI 48710 None PC Student Scholarships 20000 The Well of Saginaw Men's Shelter 2709 Julius St Saginaw MI 48601 None PC General Fund 9500 Underground Railroad 5647 State Street Ste A Saginaw MI 48603 None PC General Fund 2000 United Way of Saginaw County 1840 N Michigan Ave Saginaw MI 48602 None PC General Fund 4000 Wickson James E Memorial Library 359 S Franklin St 1598 Frankenmuth MI 48734 None PC General Operations 500 YMCA 1915 Fordney St Saginaw MI 48601 None PC General Fund 12500 305092 0 14 68 14 208296 18 485568 0 693932 0 693932 0 0 0 0 0 0 0 0 0 0 Accounting Fees 5535 5535 0 Accounting Administrative Expenses 16605 0 16605 The Foundation does not have any program related investments or any expenses relative to program related investments. 0 Cliffwater Corporate Lending Fund 448847 444244 Federated Hermes Total Return Bond 861141 772873 Fid Inter Treasury Bond Index Fund 519478 541711 Diamond Hill Short Duration 236569 241010 Fidelity 500 Index Premium Class 537950 1461568 Fidelity Midcap Index Premium Class 87461 172228 Goldman Sachs Small Cap Value 142093 177279 Loomis Sayles Small Cap Growth 178575 181447 Mondrian Global Equity Value Fund 491191 618612 American Beacon Ninety One Global Franchise Fund I 500160 625706 NYLI (Mainstay) CBRE Global Infrastructure 205972 233130 Vanguard Equity Income Admiral 988591 1026873 Vanguard Scottsdale FDS MTG - BKD 389019 401543 Baillie Gifford Long Term Glbl Growth K 523121 546229 Fidelity Internatl Index Fund 350867 355601 Legal - Administrative 23107 0 23107 Adjustment to cost basis 665 Insurance 1756 1756 0 Investment Fees 32345 32345 0 Tax - 990 2500 0 0