BETA

ANNABELLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ANNABELLE FOUNDATION (EIN 20-5184989)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-28
IRS object ID
202512409349101401
Schema version
2024v5.2
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)
Return2025-08-28T13:47:03-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331498605PreparerFirmEIN

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-08-20SignatureDt
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
Preparation2025-08-20PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$65,326,210FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,257,489ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,518,409DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,518,409DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,074,544NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,790,450GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,074,544CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$42OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$42OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,850,484TotalRevAndExpnssAmt
Total Net Invst Incm$3,592,995TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,865AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,433AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,432AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$234,195OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$234,195OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$35,884TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,214TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,169OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,169OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$279,113TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$247,842TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,601TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,005,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,005,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,284,113TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$247,842TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,010,601TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,433,629ExcessRevenueOverExpensesAmt
Net Investment Income$3,345,153NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,568,768SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,920,222SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,920,222SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$46,043,608CorporateStockBOYAmt
Corporate Stock EOY$28,606,568CorporateStockEOYAmt
Corporate Stock EOYFMV$30,029,504CorporateStockEOYFMVAmt
Corporate Bonds BOY$16,006,985CorporateBondsBOYAmt
Corporate Bonds EOY$23,628,122CorporateBondsEOYAmt
Corporate Bonds EOYFMV$23,376,484CorporateBondsEOYFMVAmt
Total Assets BOY$72,619,361TotalAssetsBOYAmt
Total Assets EOY$64,154,912TotalAssetsEOYAmt
Total Assets EOYFMV$65,326,210TotalAssetsEOYFMVAmt
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$72,619,361RetainedEarningBOYAmt
Retained Earning EOY$64,154,912RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$72,619,361TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$64,154,912TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$72,619,361TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$64,154,912TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$72,619,361TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,433,629ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$64,185,732SubtotalAmt
Other Decreases$30,820OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$64,154,912TotNetAstOrFundBalancesEOYAmt

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$22,472,485$21,715,906$756,579$756,579
CAPITAL GAINS DIVIDENDS$317,965$317,965$317,965P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,074,544CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46,498InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$46,498SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$46,498TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$42,659EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$28,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$71,159TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$503EsPenaltyAmt
Overpayment$24,158OverpaymentAmt
Applied To ES Tax$24,158AppliedToESTaxAmt
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$234,195CompensationAmt
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$59,234,284AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,696,669AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$68,930,953TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$68,930,953AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,033,964CashDeemedCharitableAmt
Net Vl Noncharitable Assets$67,896,989NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,394,849MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,394,849MinimumInvestmentReturnAmt
Tax Based On Investment Income$46,498TaxBasedOnInvestmentIncomeAmt
Total Tax$46,498TotalTaxAmt
Distributable Before Adj$3,348,351DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,348,351DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,348,351DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,010,601ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,010,601QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,348,351DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$7,952,941ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,952,941TotalExcessDistributionCyovAmt
Qualifying Distributions$14,010,601QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,348,351AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,662,250RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$18,615,191TotalCorpusAmt
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$18,615,191ExcessDistriCyovToNextYrAmt
Excess From Year1$7,952,941ExcessFromYear1Amt
Excess From Current Year$10,662,250ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AKRON BLIND CENTER
325 E MARKET STREETAKRONOH44304NONEPCGENERAL PURPOSE$13,000
AKRON CHILDREN'S HOSPITAL FOUNDATION
1 PERKINS SQUAREAKRONOH44308NONEPCGENERAL PURPOSE$200,000
ALICE LLOYD COLLEGE
100 PURPOSE ROADPIPPA PASSESKY41844NONEPCGENERAL PURPOSE$1,000,000
AMERICAN KIDNEY FUND
11921 ROCKVILLE PIKE STE 300ROCKVILLEMD20852NONEPCGENERAL PURPOSE$50,000
ASPCA
520 EIGHTH AVENUE 7TH FLOORNEW YORKNY10018NONEPCGENERAL PURPOSE$10,000
BOYS AND GIRLS CLUB OF AMERICA
1275 PEACHTREE ST NEATLANTAGA30309NONEPCGENERAL PURPOSE$50,000
BROTHER WOLF ANIMAL RESCUE
PO BOX 8195ASHEVILLENC28814NONEPCGENERAL PURPOSE$50,000
CALVARY BAPTIST CHURCH
820 WHITE BOND DRAKRONOH44320NONEPCGENERAL PURPOSE$5,000
CHARITY NAVIGATOR
299 MARKET ST 250 SUITE 101SADDLE BROOKNJ07663NONEPCGENERAL PURPOSE$2,000
CLEVELAND CLINIC
PO BOX 931517CLEVELANDOH44193NONEPCFOR CENTER FOR BRAIN HEALTH$500,000
CLEVELAND CLINIC
PO BOX 931517CLEVELANDOH44193NONEPCFOR THE COLE EYE INSTITUTE$2,000,000
CLEVELAND CLINIC
PO BOX 931517CLEVELANDOH44193NONEPCFOR CLEVELAND CLINIC BRAIN STUDY$3,000,000
COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776WILLIAMSBURGVA23187NONEPCGENERAL PURPOSE$5,000
COVENANT HOUSE
461 EIGHTH AVENUENEW YORKNY10001NONEPCGENERAL PURPOSE$50,000
CULVER-STOCKTON COLLEGE
ONE COLLEGE HILL 101 S NINTH STCANTONMO63435NONEPCGENERAL PURPOSE$500,000
HAVEN OF REST
PO BOX 547AKRONOH44309NONEPCGENERAL PURPOSE$10,000
HUMANE SOCIETY AKRON (OF SUMMIT COUNTY)
7996 DARROW ROAD SUITE 30TWINSBURGOH44087NONEPCGENERAL PURPOSE$10,000
MAKE A WISH OH KY IN
2545 FARMERS DRIVE STE 300COLUMBUSOH43235NONEPCGENERAL PURPOSE$10,000
MERCY SHIPS
PO BOX 2020LINDALETX75771NONEPCGENERAL PURPOSE$500,000
NORTH POINT COMMUNITY CHURCH
PO BOX 3300ALPHARETTAGA30023NONEPCGENERAL PURPOSE$5,000
OHIO MASONIC HOME FOUNDATION
2655 W NATIONAL RDSPRINGFIELDOH45504NONEPCGENERAL PURPOSE$250,000
OPERATION SMILE
3641 FACULTY BLVDVIRGINIA BEACHVA23453NONEPCGENERAL PURPOSE$10,000
PAWS AND STRIPES
617 TRUMAN ST NEALBUQUERQUENM87110NONEPCGENERAL PURPOSE$10,000
SALVATION ARMY SUMMIT COUNTY AREA SERVICES
16130 NORTHLAND DRIVESOUTHFIELDMI48075NONEPCGENERAL PURPOSE$190,000
SALVATION ARMY
16130 NORTHLAND DRIVESOUTHFIELDMI48075NONEPCFOR ECHO GROVE CAMP$200,000
SALVATION ARMY
16130 NORTHLAND DRIVESOUTHFIELDMI48075NONEPCFOR WILLIAM BOOTH LEGAL AID$250,000
SALVATION ARMY
16130 NORTHLAND DRIVESOUTHFIELDMI48075NONEPCGENERAL PURPOSE$200,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPCUS DISASTER RELIEF PROGRAM$500,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPCOPERATION HEAL OUR PATRIOTS$500,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPCUS DISASTER RELIEF PROGRAM$100,000
SHRINER'S HOSPITAL FOR CHILDREN
2900 N ROCKY POINT DRIVETAMPAFL33607NONEPCPATIENT SERVICES AND MATCHING GRANT$1,000,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCGENERAL PURPOSE$110,000
UMRCPH FOUNDATION
805 W MIDDLE STCHELSEAMI48118NONEPCGENERAL PURPOSE$2,500,000
WHEELS OF SUCCESS
4100 W KENNEDY BLVD SUITE 130TAMPAFL33609NONEPCGENERAL PURPOSE$10,000
WORLD CENTRAL KITCHEN INC
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001NONEPCGENERAL PURPOSE$105,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD STE 300JACKSONVILLEFL32256NONEPCGENERAL PURPOSE$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,005,000TotalGrantOrContriPdDurYrAmt
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$2,518,409ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,074,544ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,592,995ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,592,995TotalIncomeProducingActyAmt

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$2,257,489TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,865Amt
Net Investment Income$3,433NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,432DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FEDERATED HERMES SHORT TERM INCOME R6$6,993,953$7,060,453
FEDERATED HERMES TOTAL RETURN BOND R6$7,306,929$7,014,316
PIMCO SHORT TERM FUND INSTL$6,965,615$6,994,684
PIMCO INCOME INSTITUTIONAL FUND$2,361,625$2,307,031

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF$2,118,540$2,405,357
VANGUARD S&P 500 ETF$906,997$1,960,376
VANGUARD EXTENDED MARKET ETF$1,083,008$1,276,610
MACQUARIE SMALL CAP VALUE$943,780$1,011,844
T. ROWE PRICE INSTL MID CAP EQUITY$956,552$996,279
AMERICAN FUNDS EUROPACIFIC GROWTH F3$502,000$505,372
MFS INTERNATIONAL INTRINSIC VALUE R6$387,063$429,928
PEPSICO INC CORP COMMON$17,724,775$17,185,365
YUM BRANDS INC$3,983,853$4,258,373

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMARKET VALUE ADJUSTMENTDesc
Amt$30,820Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMINSTRATIVE EXPENSEDesc
Revenue And Expenses Per Books$2,169RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,169DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSETTLEMENT INCOMEDesc
Revenue And Expenses Per Books$42RevenueAndExpensesPerBooksAmt
Net Investment Income$42NetInvestmentIncomeAmt
Adjusted Net Income$42AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT EXPENSECategoryTxt
Amt$234,195Amt
Net Investment Income$234,195NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$10,214$10,214$0
INCOME TAX$25,670$0$0

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