ANNABELLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANNABELLE FOUNDATION (EIN 20-5184989)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-17
IRS object ID
202412619349100111
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-17T14:00:57-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18181 E TUFTS AVE SUITE 600AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80237ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205184989EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNABELLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANNABusinessNameControlTxt
Phone3308677350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 TOWN CENTER 100AddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48075ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN DUDASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3308677350PhoneNum
Signature2024-08-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDORI J EGGETTPreparerPersonNm
PTINP00645252PTIN
Phone3037409400PhoneNum
Preparation2024-08-02PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$75,995,360FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$74,796,856ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,951,904DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,951,904DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$307,941NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,290,200GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$307,941CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$77,056,701TotalRevAndExpnssAmt
Total Net Invst Incm$2,259,845TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,234LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,617LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,617LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,335AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,668AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,667AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$213,186OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$213,186OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$70,264TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,773TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,426OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,068OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$358OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$299,445TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$230,312TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,642TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,203,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,203,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,502,945TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$230,312TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,211,142TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$64,553,756ExcessRevenueOverExpensesAmt
Net Investment Income$2,029,533NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,727,300CashBOYAmt
Sav And Temp Cash Invst EOY$10,568,768SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,568,768SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,525,319CorporateStockBOYAmt
Corporate Stock EOY$46,043,608CorporateStockEOYAmt
Corporate Stock EOYFMV$49,916,873CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,903,103CorporateBondsBOYAmt
Corporate Bonds EOY$16,006,985CorporateBondsEOYAmt
Corporate Bonds EOYFMV$15,509,719CorporateBondsEOYFMVAmt
Total Assets BOY$8,155,722TotalAssetsBOYAmt
Total Assets EOY$72,619,361TotalAssetsEOYAmt
Total Assets EOYFMV$75,995,360TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,155,722RetainedEarningBOYAmt
Retained Earning EOY$72,619,361RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,155,722TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$72,619,361TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,155,722TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$72,619,361TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,155,722TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$64,553,756ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$72,709,478SubtotalAmt
Other Decreases$90,117OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$72,619,361TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALE OF PUBLICLY TRADED STOCK$23,046,250$22,982,259$63,991$63,991
CAPITAL GAINS DIVIDENDS$243,950$243,950$243,950P
FieldValueIRS element (for citing)
Capital Gain Net Income$307,941CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$28,211InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$28,211SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$28,211TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$45,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$45,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$16,989OverpaymentAmt
Applied To ES Tax$16,989AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN DUDASIndividualWithBooksNm
Phone3308677350PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 TOWN CENTER STE 100AddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48075ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN DUDAS
3000 TOWN CENTER STE 100SOUTHFIELDMI48075PRESIDENT1.00$0$0$0
SANDRA KIRTLEY VANOVER
511 CAMBRIDGE WAYBLOOMFIELD HILLSMI48304TREASURER1.00$0$0$0
DAVE DUDAS
3000 TOWN CENTER STE 100SOUTHFIELDMI48075SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLANTE MORAN TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 TOWN CENTER STE 100AddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48075ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$213,186CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$73,462,289AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,933,590AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$77,395,879TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$77,395,879AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,160,938CashDeemedCharitableAmt
Net Vl Noncharitable Assets$76,234,941NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,811,747MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,811,747MinimumInvestmentReturnAmt
Tax Based On Investment Income$28,211TaxBasedOnInvestmentIncomeAmt
Total Tax$28,211TotalTaxAmt
Distributable Before Adj$3,783,536DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,783,536DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,783,536DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,211,142ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$12,211,142QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,783,536DistributableAsAdjustedAmt
Undistributed Income PY$474,665UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$12,211,142QualifyingDistributionsAmt
Applied To Year1$474,665AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,783,536AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,952,941RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,952,941TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,952,941ExcessDistriCyovToNextYrAmt
Excess From Current Year$7,952,941ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADRIAN COLLEGE
110 SOUTH MADISONADRIANMI49221NONEPC2023 GRANT FOR INSTITUTE FOR ENTREPRENEURIAL STUDIES$20,000
ADRIAN COLLEGE
110 SOUTH MADISONADRIANMI49221NONEPC2023 GRANT FOR THE DANCEY SCHOLARS FUND$250,000
AKRON CHILDREN'S HOSPITAL
1 PERKINS SQUAREAKRONOH44308NONEPCGRANT FOR THE RIVER OF LIFE FUND$100,000
ALICE LLOYD COLLEGE
100 PURPOSE ROADPIPPA PASSESKY41844NONEPCGENERAL PURPOSE$1,000,000
BATH TOWNSHIP FIRE DEPARTMENT
PO BOX 247BATHMI48808NONEPCGENERAL PURPOSE$300,000
BATH TOWNSHIP POLICE DEPARTMENT
PO BOX 241BATHMI48808NONEPCGENERAL PURPOSE$300,000
BEREA COLLEGE
CPO 2216 101 CHESTNUT STBEREAKY40404NONEPC2023 GRANT FOR SCHOLARSHIPS$500,000
CLEVELAND CLINIC
PO BOX 931517CLEVELANDOH44193NONEPCFOR THE COLE EYE INSTITUTE FOR AMD RESEARCH AND FOR BRAIN STUDY$2,000,000
CULVER-STOCKTON COLLEGE
ONE COLLEGE HILL 101 S NINTH STCANTONMO63435NONEPC2023 GRANT FOR OPAL & RUSSELL V. DANCEY SCHOLARSHIP FUND$500,000
CULVER-STOCKTON COLLEGE
ONE COLLEGE HILL 101 S NINTH STCANTONMO63435NONEPC2023 GRANT FOR PHASE 1 OF RURAL BUSINESS AND AGRICULTURE TECHNOLOGY PROGRAM$500,000
DENISON UNIVERSITY
100 W COLLEGE STGRANVILLEOH43023NONEPC2023 GRANT FOR REMIX SUMMIT AND FOR STUDENT START$100,000
DENISON UNIVERSITY
100 W COLLEGE STGRANVILLEOH43023NONEPC2023 GRANT FOR SCHOLARSHIPS FOR FIRST GENERATION STUDENTS$300,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242NONEPC2023 GRANT FOR PAT SAJAK VISUAL MEDIA CENTER BUILDING AND CONSTRUCTION$750,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242NONEPC2023 GRANT FOR SCHOLARSHIPS$250,000
SALVATION ARMY SUMMIT COUNTY AREA SERVICES
16130 NORTHLAND DRIVESOUTHFIELDMI48075NONEPC2023 GRANT FOR THE SALVATION ARMY LEARNING ZONE IN AKRON,OHIO$140,000
SALVATION ARMY
16130 NORTHLAND DRIVESOUTHFIELDMI48075NONEPC2023 GRANT FOR THE SALVATION ARMY UNIVERSITY STUDENT SUPPORT PROGRAM IN AKRON, OH$50,000
SALVATION ARMY
16130 NORTHLAND DRIVESOUTHFIELDMI48075NONEPC2023 GRANT FOR WILLIAM BOOTH LEGAL AID CLINIC GRANT$250,000
SALVATION ARMY
16130 NORTHLAND DRIVESOUTHFIELDMI48075NONEPC2023 GRANT FOR ECHO GROVE CAMP$750,000
SHRINER'S HOSPITAL FOR CHILDREN
2900 N ROCKY POINT DRIVETAMPAFL33607NONEPCGENERAL PURPOSE$1,000,000
UMRCPH FOUNDATION
805 W MIDDLE STCHELSEAMI48118NONEPC2023 GRANT FOR THE DANCY HOUSE RENOVATIONS$3,000,000
ADOPT A PLATOON
PO BOX 234LOZANOTX78568NONEPCGENERAL PURPOSE$5,000
AKRON BLIND CENTER
325 E MARKET STREETAKRONOH44304NONEPCGENERAL PURPOSE$2,000
ALZHEIMER ASSOCIATION - EAST OHIO
225 NORTH MICHIGAN AVENUE STE 1700CHICAGOIL60601NONEPCGENERAL PURPOSE$2,000
ALZHEIMER ASSOCIATION - NATIONAL
225 NORTH MICHIGAN AVENUE STE 1700CHICAGOIL60601NONEPCGENERAL PURPOSE$2,000
AMERICAN FIELD SERVICE
AFS-USA 120 WALL ST STE 1600NEW YORKNY10005NONEPCGENERAL PURPOSE$10,000
AMERICAN FOUNDATION FOR BLIND
1108 THIRD AVENUE SUITE 200HUNTINGTONWV25701NONEPCGENERAL PURPOSE$2,000
AMERICAN KIDNEY FUND
11921 ROCKVILLE PIKE STE 300ROCKVILLEMD20852NONEPCGENERAL PURPOSE$2,000
AMERICAN RED CROSS
431 18TH ST NWWASHINGTONDC20006NONEPCGENERAL PURPOSE$2,000
ASPCA
520 EIGHTH AVENUE 7TH FLOORNEW YORKNY10018NONEPCGENERAL PURPOSE$2,000
BATH HISTORICAL SOCIETY
PO BOX 1BATHOH44210NONEPCGENERAL PURPOSE$2,000
BATTERED WOMEN (AKRON)
974 E MARKET STAKRONOH44305NONEPCGENERAL PURPOSE$2,000
BLINDED VETERANS ASSOCIATION
PO BOX 90770WASHINGTONDC20090NONEPCGENERAL PURPOSE$2,000
BOY SCOUTS - AKRON (GREAT TRAIL COUNCIL)
1601 S MAIN ST PO BOX 68AKRONOH44309NONEPCGENERAL PURPOSE$2,000
BRAILLE INSTITUTE OF AMERICA
741 NORTH VERMONT AVELOS ANGELESCA90029NONEPCGENERAL PURPOSE$2,000
CAL FARLEY'S BOYS RANCH
600 SW 11TH AVEAMARILLOTX79101NONEPCGENERAL PURPOSE$3,000
CARE
151 ELLIS STREET NEATLANTAGA30303NONEPCGENERAL PURPOSE$2,000
COALITION TO SALUTE AMERICA'S HEROES
1769 JAMESTOWN RD STE 109WILLIAMSBURGVA23185NONEPCGENERAL PURPOSE$5,000
COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776WILLIAMSBURGVA23187NONEPCGENERAL PURPOSE$5,000
CONCERNED WOMEN FOR AMERICA
1000 N PAYNE STALEXANDRIAVA22314NONEPCGENERAL PURPOSE$2,000
DISABLED AMERICAN SOLDIERS
1845 W REDLANDS BLVD STE 103REDLANDSCA92373NONEPCGENERAL PURPOSE$2,000
DISABLED VETERNS NATIONAL FOUNDATION
4601 FORBES BLVD STE 130LANHAMMD20706NONEPCGENERAL PURPOSE$2,000
DOCTORS WITHOUT BORDERS USA
40 RECTOR ST 16TH FLOORNEW YORKNY10006NONEPCGENERAL PURPOSE$2,000
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN38120NONEPCGENERAL PURPOSE$2,000
GUIDE DOG FOUNDATION FOR THE BLIND
371 EAST JERICHO TURNPIKESMITHTOWNNY11787NONEPCGENERAL PURPOSE$2,000
GUIDING EYE DOGS FOR BLIND INC
611 GRANITE SPRINGS ROADYORKTOWN HEIGHTSNY10598NONEPCGENERAL PURPOSE$2,500
HAVEN OF REST
PO BOX 547AKRONOH44309NONEPCGENERAL PURPOSE$2,000
HELEN KELLER FOUNDATION
2208 UNIVERSITY BLVD 101BIRMINGHAMAL35233NONEPCGENERAL PURPOSE$2,000
HELP ME SEE
1 EVERTRUST PLAZA STE 308JERSEY CITYNJ07302NONEPCGENERAL PURPOSE$2,000
HOPE (PROJECT HOPE)
1220 19TH ST NW STE 800WASHINGTONDC20036NONEPCGENERAL PURPOSE$2,000
HUMANE SOCIETY AKRON (OF SUMMIT COUNTY)
7996 DARROW ROAD SUITE 30TWINSBURGOH44087NONEPCGENERAL PURPOSE$2,000
HUMANE SOCIETY OF THE UNITED STATES
1255 23RD ST NW STE 450WASHINGTONDC20037NONEPCGENERAL PURPOSE$2,000
INTERNATIONAL EYE FOUNDATION
10801 CONNECTICUT AVEKENSINGTONMD20895NONEPCGENERAL PURPOSE$2,000
JANE GOODALL INST
1120 20TH ST NW STE 520SWASHINGTONDC20036NONEPCGENERAL PURPOSE$2,000
MACULAR DEGENERATION ASSOCIATION
5969 CATTLERIDGE BLVD STE 100SARASOTAFL34232NONEPCGENERAL PURPOSE$2,000
MADD
511 E JOHN CARPENTER FWY STE 700IRVINGTX75062NONEPCGENERAL PURPOSE$2,000
MAKE A WISH OH KY IN
2545 FARMERS DRIVE STE 300COLUMBUSOH43235NONEPCGENERAL PURPOSE$2,000
MARINE TOYS FOR TOTS
18251 QUANTICO GATEWAY DRIVETRIANGLEVA22172NONEPCGENERAL PURPOSE$2,000
MOUNT VERNON LADIES ASSOCIATION
PO BOX 110MOUNT VERNONVA22121NONEPCGENERAL PURPOSE$5,000
MT ZWINGLI UCC
2172 S MEDINA LINE RDWADSWORTHOH44281NONEPCGENERAL PURPOSE$5,000
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH FLOORNEW YORKNY10014NONEPCGENERAL PURPOSE$2,000
NATIONAL GEOGRAPHIC SOCIETY
1145 17TH ST NWWASHINGTONDC20036NONEPCGENERAL PURPOSE$2,000
NATIONAL LAW ENFORCEMENT MEM FDN
444 E ST NWWASHINGTONDC20001NONEPCGENERAL PURPOSE$2,000
NATIONAL PARK FOUNDATION
1500 K STREET STE 700 NWWASHINGTONDC20005NONEPCGENERAL PURPOSE$2,000
OGS (CRAWFORD CO CHAPTER)
PO BOX 1033BUCYRUSOH44820NONEPCGENERAL PURPOSE$2,000
OPERATION SMILE
3641 FACULTY BLVDVIRGINIA BEACHVA23453NONEPCGENERAL PURPOSE$5,000
PARALYZED VETERNS OF AMERICA
1875 EYE STREET NW SUITE 1100WASHINGTONDC20006NONEPCGENERAL PURPOSE$1,000
SOLDIERS ANGELS
2895 NE LOOP 410 STE 107SAN ANTONIOTX78218NONEPCGENERAL PURPOSE$4,000
SPCA INTERNATIONAL
PO BOX 8682NEW YORKNY10001NONEPCGENERAL PURPOSE$2,000
UMRC HERITAGE FOUNDATION
805 W MIDDLE STCHELSEAMI48118NONEPCGENERAL PURPOSE$2,000
UNITED STATES OLYMPIC COM
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909NONEPCGENERAL PURPOSE$5,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD STE 300JACKSONVILLEFL32256NONEPCGENERAL PURPOSE$10,000
WOUNDED WARRIORS FAMILY SUPPORT
11218 JOHN GALT BLVD STE 103OMAHANE68137NONEPCGENERAL PURPOSE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,203,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,951,904ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$307,941ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,259,845ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,259,845TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BETTY DANCEY GODARD IRREVOCABLE TRUST UAD 12071995BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13000 TOWN CENTER STE 100AddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48075ZIPCd
FieldValueIRS element (for citing)
Total Contributions$74,796,856TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED STOCKSNoncashPropertyDesc
Fair Market Value$68,035,018FairMarketValueAmt
Received2023-01-11ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,335Amt
Net Investment Income$3,668NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,667DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FEDERATED HERMES SHORT TERM INCOME R6$3,193,952$3,202,871
FEDERATED HERMES TOTAL RETURN BOND R6$4,106,928$3,915,837
METROPOLITAN WEST TOTAL RETURN BOND$4,278,867$4,028,547
PIMCO SHORT TERM FUND INSTL$3,165,614$3,146,075
PIMCO INCOME INSTITUTIONAL FUND$1,261,624$1,216,389

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF$3,172,379$3,375,045
VANGUARD S&P 500 ETF$2,340,034$3,112,788
VANGUARD EXTENDED MARKET ETF$1,083,008$1,104,854
DELAWARE GROUP VALUE FD INC$1,475,000$1,797,161
T. ROWE PRICE INSTL MID CAP EQUITY$1,202,034$1,327,843
AMERICAN FUNDS EUROPACIFIC GROWTH F3$502,000$514,581
MFS INTERNATIONAL INTRINSIC VALUE R6$387,063$451,184
PEPSICO INC CORP COMMON$28,518,219$30,567,464
YUM BRANDS INC$7,363,871$7,665,953

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$7,234LegalFeesAmt
Net Investment Income$3,617NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,617DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMARKET VALUE ADJUSTMENTDesc
Amt$90,117Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINSTRATIVE EXPENSE$358$0$358
BUSINESS INSURANCE$1,068$1,068$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT EXPENSECategoryTxt
Amt$213,186Amt
Net Investment Income$213,186NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$8,773$8,773$0
INCOME TAX$61,491$0$0

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