2025-09-22T11:47:20-07:00 2024-12-31 382384958 Schroeder DeGraw PLLC 203 East Michigan Ave Marshall MI 49068 990PF 2024-01-01 201289687 Max and Lucille Cortright Homer Education Foundation MAXA 2697819851 203 East Michigan Avenue Marshall MI 49068 David J DeGraw Secretary/Treasurer 2697819851 2025-07-31 true true David J DeGraw P01507113 2697819851 2025-09-22 2024 2025-03-06 01:10:19Z X 522325 X X 303 303 303 19036 19036 19036 27539 120821 27539 18826 0 0 46878 46878 38165 2112 2112 2112 0 3889 3889 3889 74 74 74 74 0 189 6264 6075 6075 74 25000 25000 31264 6075 6075 25074 15614 40803 32090 30661 26210 26210 0 0 434159 454296 496115 0 0 0 0 0 0 464820 480506 522325 0 0 0 0 0 X 464820 480506 464820 480506 464820 480506 464820 15614 72 480506 480506 Blackrock FDS II P 2015-12-23 2024-10-28 68753 0 71027 -2274 0 0 0 -2274 First Eagle Funds Sogen Overseas P 2015-12-23 2024-10-28 763 0 657 106 0 0 0 106 First Eagle Funds Global Fund P 2015-12-23 2024-10-28 1490 0 1108 382 0 0 0 382 Franklin Custodian FDS P 2019-06-28 2024-10-28 2962 0 2898 64 0 0 0 64 Janus Henderson Small Cap P 2019-06-28 2024-10-28 686 0 646 40 0 0 0 40 JP Morgan US Applied Data P 2015-12-23 2024-10-28 1517 0 1507 10 0 0 0 10 Loomis Sayles P 2015-12-23 2024-01-10 504 0 562 -58 0 0 0 -58 Lord Abbett P 2017-05-15 2024-01-10 855 0 962 -107 0 0 0 -107 MFS Series Trust IX P 2015-12-23 2024-10-28 2575 0 1395 1180 0 0 0 1180 MFS Series Tr I P 2015-12-23 2024-10-28 1061 0 652 409 0 0 0 409 T Rowe Price Blue Chip P 2019-01-25 2024-10-28 7753 0 4125 3628 0 0 0 3628 T Rowe Price All Cap P 2016-12-15 2024-10-28 4748 0 2444 2304 0 0 0 2304 T Rowe Price Intl Funds P 2015-12-23 2024-10-28 3191 0 2584 607 0 0 0 607 T Rowe Price Divers Mid Cap P 2015-12-23 2024-10-28 5137 0 2715 2422 0 0 0 2422 Capital Gain Distributions Wells Fargo Account 5370-2581 P 2024-12-20 2024-12-20 18802 0 0 18802 0 0 0 18802 Collectibles Wells Fargo Account 5370-2581 P 2024-12-20 2024-12-20 24 0 0 24 0 0 0 24 27539 18826 567 0 567 0 567 400 0 400 400 167 0 false false false false false false false true true MI true false false false false true N/A David JDeGraw SecretaryTreasurer 2697819851 203 East Michigan Avenue Marshall MI 490681591 false false false false true false false false false false false false false false false false false false false false false false Lisa M Ridgeway 15 Suttons Ridge Battle Creek MI 49014 President 0.10 0 0 0 Catherine A Yates 7384 28 Mile Road Homer MI 49245 Vice President 0.10 0 0 0 David J DeGraw 203 East Michigan Avenue Marshall MI 49068 Sec/Treas 0.10 0 0 0 NONE 0 NONE 0 The Foundations only activity is making grants to the Homer Community Schools which does not require significant involvement 0 none 0 0 0 508359 9022 0 517381 0 517381 7761 509620 25481 25481 567 567 24914 24914 24914 25074 0 25074 24914 0 0 0 0 3344 3344 25074 0 21566 3508 3344 3344 3508 0 0 0 4 0 3508 0 0 0 0 3508 not apply not apply X Homer Community Schools 402 South Hillsdale Road Homer MI 49245 public Track and FieldDrama Club 25000 25000 0 14 303 14 19036 14 27539 46878 46878 1 n/a false false false false false false false false false false none 0 Blackrock FDS II Purchased 2024-10 68753 71027 -2274 First Eagle Funds Sogen Overseas Fund CL I 2015-12 Purchased 2024-10 763 657 106 First Eagle Funds First Eagle Global Fund 2015-12 Purchased 2024-10 1490 1108 382 Franklin Custodian FDS 2019-06 Purchased 2024-10 2962 2898 64 Janus Henderson Small Cap Value 2022-06 Purchased 2024-10 686 646 40 JPMorgan U.S. Applied Data Science Value Fund 2015-12 Purchased 2024-10 1517 1507 10 Loomis Sayles Invt Tr Bond Class I 2015-12 Purchased 2024-01 504 562 -58 Lord Abbett Invt Tr Floating Rate FD CL I 2017-05 Purchased 2024-01 855 962 -107 MFS Series Trust IX Mid Cap Value FD CL I 2015-12 Purchased 2024-10 2575 1395 1180 MFS Ser Tr I 2015-12 Purchased 2024-10 1061 651 410 T Rowe Price Blue Chip Growth Fund 2019-01 Purchased 2024-10 7753 4125 3628 T Rowe Price All Cap Opportunities Fund 2015-12 Purchased 2024-10 4748 2444 2304 T Rowe Price Intl FDS Inc Intl Discovery Fund 2015-12 Purchased 2024-10 3191 2584 607 T Rowe Price Divers Mid Cap Growth Fund 2015-12 Purchased 2024-10 5137 2716 2421 Capital Gain Distributions Wells Fargo Account 5370-2581 18802 18802 Collectibles Wells Fargo Account 5370-2581 24 24 Blackrock Sustainable 64000 60564 Brown Advisory FDS 9550 10255 Fidelity Funds Fielity Treasury Only 11045 11045 First Eagle FDS 9690 12215 First Eagle Funds Sogen Overseas Fund 11114 11827 Franklin Custodian FDS 61912 63194 Janus Henderson Funds 9222 9602 Loomis Sayles Invt 29342 26563 Lord Abbett Invt Tr Floating Rate FD CL I 17659 16184 MFS Ser TR I 21812 29063 JP Morgan US Applied Data Science Value Fund 21103 19643 MFS Series Trust IX 18801 28503 Pimco Commodity Real Return 14225 10644 Pimco FDS Income FD Instl CL 55821 53517 T Rowe Price Intl FDS Inc Intl Discovery Fund 20328 17534 T Rowe Price All Cap Opportunities Fund 29622 37762 T Rowe Price Blue Chip 25861 41345 T Rowe Price Divers Mid Cap Growth Fund 23189 36655 Annual Corp. fee 20 Intuit tax program 169 Wells Fargo reconciliation 72 Foreign Tax Paid 74 74 74 74