2025-06-11T09:42:25-05:00 2024-12-31 382445537 VANDER PLOEG BERGAKKER & ASSOCIATES 4145 EMBASSY DRIVE SE GRAND RAPIDS MI 49546 990PF 2024-01-01 200302442 ED & IRENE FLEIS EDUCATION FOUNDATION ED&I 2317988473 10944 LINDEN DRIVE NW GRAND RAPIDS MI 495349651 THEODORE FLEIS PRESIDENT 2317988473 2025-06-09 1 0 STEVE JOHNSON P01227744 6169570691 2025-06-09 2024 2025-03-06 01:10:19Z X X 1450270 X 132210 48578 48578 41691 848935 41691 3639 0 0 226118 90269 0 0 0 0 0 1663 832 0 831 1345 673 0 672 1313 438 0 0 4911 0 0 4911 20711 10688 0 10023 29943 12631 0 16437 86400 86400 116343 12631 0 102837 109775 77638 0 75619 84861 84861 334558 252032 252032 501226 655561 655561 224485 305065 305065 206713 152751 152751 1342601 1450270 1450270 641 414 0 414 641 X 0 0 0 0 1342187 1449629 1342187 1449629 1342601 1450270 1342187 109775 0 1451962 2333 1449629 FIDELITY PUBLICLY TRADED SECURITIES 2024-12-31 353104 341806 11298 11298 FIDELITY PUBLICLY TRADED SECURITIES 2024-12-31 486273 465438 20835 20835 CAPITAL GAINS DIVIDENDS P 9558 9558 9558 41691 1079 0 1079 0 1079 560 0 900 0 1460 0 381 381 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A THEODORE FLEIS 2317988473 6060 GRAND HAVEN ROAD NORTON SHORES MI 49441 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THEODORE A FLEIS 6060 GRAND HAVEN ROAD MUSKEGON MI 49441 PRESIDENT 8.00 0 0 0 EDWARD M FLEIS 4200 BLUFF LANE CEDAR MI 49621 DIRECTOR 2.00 0 0 0 JOAN GAUTHIER 3083 ALPINE RD CEDAR MI 49621 DIRECTOR 1.00 0 0 0 LAWRENCE FLEIS 9550 CONSERVATION ADA MI 49301 DIRECTOR 4.00 0 0 0 BENADETTE DENOYER 5544 KABOT ROAD CEDAR MI 49621 DIRECTOR 1.00 0 0 0 SHIRLEY MILOWSKI PO BOX 92 CEDAR MI 49621 DIRECTOR 1.00 0 0 0 NOREEN SAVAGE 327 COLLINDALE SW WALKER MI 49534 DIRECTOR 1.00 0 0 0 DONALD THOMPSON 10944 LINDEN DR NW GRAND RAPIDS MI 49534 DIRECTOR 1.00 0 0 0 DOUG WATKOSKI 10944 LINDEN DR NW GRAND RAPIDS MI 49534 DIRECTOR 1.00 0 0 0 BECKY SORDELET 10944 LINDEN DR NW GRAND RAPIDS MI 49534 DIRECTOR 1.00 0 0 0 JASON FLEIS 10944 LINDEN DR NW GRAND RAPIDS MI 49534 DIRECTOR 1.00 0 0 0 ERIC CWENGROS 10944 LINDEN DR NW GRAND RAPIDS MI 49534 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 THE FUND GRANTS SCHOLARSHIPS TO STUDENTS PURSUING A POST-HIGH SCHOOL DEGREE/CERTIFICATE. SCHOLARSHIPS ARE AWARDED BASED ON BEING A RESIDENT OR LINEAL DESCENDENT THAT LIVED OR IS LIVING IN SOLON AND CENTERVILLE TOWNSHIPS AND LEELANAU COUNTY, MICHIGAN. SELECTION IS BASED ON A FINANCIAL NEED AS DETERMINED BY THEIR FEDERALLY CALCULATED STUDENT AID INDEX (SAI). THE SELECTION PROCESS IS OVERSEEN BY AN INDEPENDENT THIRD PARTY ORGANIZATION AND IS NOT INFLUENCED BY THE DIRECTORS OF THE FUND. 115304 0 1316195 80240 0 1396435 0 0 1396435 20947 1375488 68774 68774 1079 1079 67695 0 67695 0 67695 102837 0 102837 67695 0 0 15720 15148 16175 36018 45777 128838 102837 0 0 0 67695 35142 0 0 163980 0 0 0 0 0 0 15720 148260 15148 16175 36018 45777 35142 THEODORE FLEIS 6060 GRAND HAVEN ROAD NORTON SHORES MI 49441 2317988473 CONTACT ABOVE FOR APPLICATION INFORMATION APRIL 30 LINEAR CONNECTION TO CENTERVILLE OR SOLON TOWNSHIP, MICHIGAN; ATTENDING COLLEGE ZOE KORSON 5282 E KABOT RD CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ZACK YEOMANS PO BOX 45 CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 WILLIAM JACOB SCHAUB 1952 S SCHOMBERG RD LAKE LEELANAU MI 49653 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 TYLER BUCHHOLZ 9217 GREENBRIAR RD LAKE ANN MI 49650 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 TESSA STEUP 2408 HUBERTUS AVE FORT WAYNE IN 46805 YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 SYDNEY YEOMANS PO BOX 45 CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 SIMEON POPA 417 KRATKY DR TRAVERSE CITY MI 49696 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 SARAH BUNEK 1453 N EAGLE HWY LAKE LEELANAU MI 49653 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 RUSSELL CAMPBELL 50 E WILSON ST PALATINE IL 600575259 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 NICHOLAS DASHNER 7139 S WHISPERING HILLS DR TRAVERSE CITY MI 49684 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 NATHANIEL GALLA 11267 BROWN AVENUE ALLENDALE MI 49401 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 NATHAN MUSTARD 9188 S MAPLE CITY RD MAPLE CITY MI 49664 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 NATALIE PEASE 1314 CHANDLER CT NW ACWORTH GA 30102 YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 NAOMI ELENBAAS PO BOX 486 MAYFIELD MI 49666 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 MIRIAM HAHNENBERG 5211 M 52 WILLIAMSTON MI 48895 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 MICAH REED 4782 RIDGECREST ROAD WILLIAMSBURG MI 49690 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 MEGAN WILSON 4781 COE RD BLANCHARD MI 49310 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 MEGAN HAHNENBERG 3310 DALEFORD ROAD SHAKER HEIGHTS OH 44120 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 MCKENZIE WATKOSKI 5474 LAMONT FARM DR COOPERSVILLE MI 49404 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 MAYZIE DINGMAN 9392 LAKE ANN RD TRAVERSE CITY MI 49684 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 MARK STECK 1922 E DARGA RD CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 MADISON GROVES 2817 HILL TOP CT APT 208 TRAVERSE CITY MI 49686 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 MADISON DAMER 4725 WOODARD LANE FRISCO TX 75036 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 MADELINE PEASE 1314 CHANDLER CT NW ACWORTH GA 30102 YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 LILY NOONAN 777 WEST TRAVERSE HIGHWAY MAPLE CITY MI 49664 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 LILLIAN PATTOK 1730 PHEASANT AVE NW WALKER MI 49534 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 LEAH FLEIS 10843 E MURRAY CT SUTTONS BAY MI 49682 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 LAUREN LINT 10766 SOUTH ORCHARD WAY TRAVERSE CITY MI 49684 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 KIRA VASQUEZ 4303 E HOHNKE RD CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 KEIRA GREENE 10266 E WHITE BIRCH DRIVE TRAVERSE CITY MI 49684 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 KAYLA KORSON 5716 NORTH NOVOTNY RD NORTHPORT MI 49670 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 KATHERINE HAHNENBERG 3310 DALEFORD ROAD SHAKER HEIGHTS OH 44120 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 KARIESUE TAGHON 7506 INDIAN HILL RD HONOR MI 49640 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 JESSE CWENGROS 3440 DANUBE DR SW WYOMING MI 49418 YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 JENNA GALE 8025 S GOOD HARBOR TRL CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 IVY SCHUT 2731 E POPA RD CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ISAIAH DARLING 10032 TERRI JO CT ALLENDALE MI 49401 YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ISABELA GAVE 1126-2A BILLINGS CT GRAND RAPIDS MI 49508 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ISAAC HAHNENBERG 5211 M 52 WILLIAMSTON MI 48895 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 HAYDEN HOLCOMB 6230 SWEET CLOVER LANE CALEDONIA MI 49316 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 HANNAH HIESTER 4740 FARRELL RD DEXTER MI 48130 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 HANNAH DASHNER 7139 S WHISPERING HILLS DR TRAVERSE CITY MI 49684 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 HANNA COOK 14 ABINGTON LN NEWNAN GA 30263 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 HALEY COHEN 4234 GUILFORD AVENUE INDIANAPOLIS IN 46205 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 GRETEL FOGLESONG 3875 W CHENEY WOODS TRL MAPLE CITY MI 49664 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ESME DURBIN 8664 SOUTH SCHOMBERG ROAD CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 EMMA KORSON 5282 E KABOT RD CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 EMMA HERRINGTON 9251 BLACKBURN DRIVE TRAVERSE CITY MI 49685 YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 EMILY ALBU 1598 N MACKSEY RD SUTTONS BAY MI 49682 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ELLA METCALF 6721 SOUTH FRENCH ROAD CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ELLA FLORES 6350 S LAKE SHORE DR CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ELIZABETH EVICH 5555 S SCHOMBERG RD CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ELIZA BARDENHAGEN 305 N PLAMONDON RD LAKE LEELANAU MI 49653 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ELIJAH DARLING 10032 TERRI JO CT ALLENDALE MI 49401 YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ELENA GRANT 2662 S KOHLER RD SUTTONS BAY MI 49682 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 DREW PETERSON 46 WEST GOLDEN MEADOW DR MAPLE CITY MI 49664 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 DELLA BUNEK 2601 S SANDY RIDGE ROAD LAKE LEELANAU MI 49653 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 DANIEL LINT 10766 SOUTH ORCHARD WAY TRAVERSE CITY MI 49684 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 CLARA HUND 9849 BIRDIE DR STANWOOD MI 49346 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 CHRISTOPHER APUZZO 36 SUMMIT AVE GILLETTE NJ 07933 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 CHRISTINA EVICH 5555 S SCHOMBERG RD CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 CHARLOTTE SUTHERLAND 165 SAINT JAMES CIR UNION GROVE WI 531821800 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 CECELIA SCHAUB 1815 S NORVICK RD SUTTONS BAY MI 49682 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 CASEY HINTZ 6640 WOODLAND HILLS DR VILLAGE OF LAKEWOOD IL 60014 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 CAITLYN SIENKIEWICZ 1703 COMANCHE ST TRAVERSE CITY MI 49686 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 BRIELLE FITZPATRICK 347 BEACH POND RD VOLUNTOWN CT 06384 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 BASTIAN SANBORN 11066 S LACORE RD EMPIRE MI 49360 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ALTHEA BARDENHAGEN 7881 E PERTNER RD SUTTONS BAY MI 49682 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ADRIENNE STALLMAN 5842 E HOHNKE RD CEDAR MI 49621 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ABIGAIL WILSON 4781 COE RD BLANCHARD MI 49310 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 ABIGAIL PEASE 1314 CHANDLER COURT NW ACWORTH GA 30102 YES N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 AARON LINGAUR 313 EST 7TH ST CLARE MI 49684 N/A N/A FINANCIAL SUPPORT LEADING TO A POST HIGH SCHOOL DEGREE 1200 86400 0 14 48578 3639 18 41691 -6616 0 90269 -2977 87292 9 RAISE FUNDS TO INCREASE THE VALUE AND NUMBER OF SCHOLARSHIPS AWARDED 9 EACH YEAR 0 0 0 0 0 0 0 0 0 0 X X 1 LARRY J FLEIS PE FAMILY FOUNDATION 9550 CONSERVATION ROAD ADA MI 49301 18000 X 2 TED AND MARY LOU FLEIS 6060 GRAND HAVEN ROAD MUSKEGON MI 49441 21000 X 3 ANTOINETTE GAWIN 909 BANNOCK ST UNIT 1221 DENVER CO 80204 10000 X ACCOUNTING FEES 1345 673 0 672 CREDIT AGRICOLE CORP AND INVT BK NOTE 69605 69605 MORGAN STANLEY FIN LLC SER A MTN 68163 68163 CLIFFWATER CORPORATE LENDING FUND I 67507 67507 MORGAN STANLEY FIN LLC SER A MTN 49833 49833 VANGUARD BD INDEX FDS TOTAL BND MRKT 25240 25240 BAIRD CORE PLUS BOND FD INVESTOR CL 14808 14808 PIMCO INCOME CL 9909 9909 FIDELITY 500 INDEX FUND 140318 140318 CLIFFWATER ENHANCED LENDING FUND INSTL 81675 81675 FIDELITY MID CAP INDEX FUNDS 39147 39147 THE PRIVATE SHARES FUND CLASS I 35893 35893 EDGEWOOD GROWTH FUND RETAIL CLASS 35608 35608 OAKMARK FUND ADVISOR CLASS 32091 32091 MFS INTERNATIONAL EQUITY FUND CL I 16912 16912 FIDELITY SMALL CAP INDEX FUND 16728 16728 MFS MID CAPI VALUE FUND CL 16693 16693 FIDELITY EMERGING MARKETS INDEX FUND 10780 10780 BROADCOM 9969 9969 ENBRIDGE INC COM 9844 9844 RIO TINTO ADR EACH REP 1 ORD 9821 9821 CITIGROUP INC 9080 9080 MEDTRONIC PLC 8627 8627 UNITEDHEALTH GROUP INC 8094 8094 ARTISAN MID CAP 8022 8022 ENTERGY CORP 7885 7885 HERSHEY COMPANY COM 7790 7790 FIDELITY EMERGING MARKETS 7752 7752 CORNING INC 7698 7698 VERIZON COMMUNICATIONS INC 7678 7678 CHEVRON CORP NEW COM 7677 7677 AMERICAN ELEC PWR CO INC COM 7563 7563 LYONDELLBASELL INDUSTRIES N V COM 7353 7353 BOSTON PARTNERS SM CAP VALUE II INST 7076 7076 AIR PRODUCTS AND CHEMICALS INC 6961 6961 TAIWAN SEMICONDUCTOR MANUFACTURING SPON 6912 6912 LOCKHEED MARTIN CORP COM 6803 6803 KROGER CO COM 6543 6543 EVERSOURCE ENERGY 6260 6260 COCA-COLA 6226 6226 JOHNSON AND JOHNSON COM 6074 6074 GENUINE PARTS CO COM 6072 6072 JPMORGAN CHASE AND CO 5753 5753 EVERGY INC COM 5601 5601 UNITED PARCEL SERVICE INC 5548 5548 GRANDEUR PEAK INTL OPPORT FUND INST 5131 5131 KENVUE INC COM 4654 4654 PROCTER AND CAMBLE CO COM 4527 4527 WASATCH SMALL CAP GROWTH FUND INSTL CL 4001 4001 GENERAL DYNAMICS CORP COM 3952 3952 WILLIAMS-SONOMA INC 3148 3148 PAYCHEX INC COM 1963 1963 FIDELITY INTERNATL INDEX FUND 1658 1658 155937 155937 96095 96095 SUNDANCE BAY INCOME AND GROWTH FUND LP FMV 95164 95164 SCHWAB INTERNATIONAL EQUITY ETF FMV 31968 31968 REALTY INCOME CORP FMV 9667 9667 AMERICAN TOWER CORP NEW COM FMV 7887 7887 EQUITY RESIDENTIAL SBI FMV 4449 4449 SIMON PROPERTY GROUP INC FMV 3616 3616 LEGAL FEES 1663 832 0 831 UNREALIZED GAIN AND LOSSES 2333 BANK FEES 534 0 0 534 OFFICE EXPENSE 1171 0 0 1171 GOLF OUTING EXPENSES 4821 0 0 4821 MISC 159 0 0 159 AUCTION EXPENSES 1795 0 0 1795 INVESTMENT EXPENSE 10688 10688 0 0 ADVERTISING 780 0 0 780 CORPORATE REGISTRATION 20 0 0 20 SHIPPING EXPENSES 743 0 0 743 NON DIVIDEND DISTRIBUTIONS 3039 0 SCHOLARSHIP REFUND 600 0 BOOK FUND DEPOSITS 414 0 FOREIGN TAXES 660 438 0 0 OTHER TAX 653 0 0 0