2026-05-13T16:00:56-04:00 2025-12-31 470899021 BOND & COMPANY PLC 113 WEST MICHIGAN AVENUE SUITE 301 JACKSON MI 49201 990PF 2025-01-01 383309907 BURT FOUNDATION C/O ERIK H SERR MILLER CANFIELD BURT 7346632445 101 N MAIN ST 7TH FLOOR ANN ARBOR MI 48104 ANDREA L HOLMES PRESIDENT 7346632445 2026-04-15 true CHRISTINA M HEAP P01619891 5177898900 2026-02-24 2025 2025-03-06 01:10:19Z X 54349797 X 408518 X 1204 1204 901495 882710 3388958 3727398 3388958 4700175 4272872 24618 24618 4281 4281 65678 25 75 75 94652 28999 0 2429000 2429000 2523652 28999 2429000 2176523 4243873 849342 1582185 1582185 3313228 3551960 39658662 8273493 9418949 13108950 55791 115283 12491854 14668377 54349797 0 X 12491854 14668377 12491854 14668377 12491854 14668377 12491854 2176523 14668377 14668377 APPLE P 2016-01-27 2025-11-25 275151 24073 251078 251078 GROWTH FUND AMERICA P 2022-12-19 2025-11-25 120766 76512 44254 44254 MFS SER TR I P 2023-12-13 2025-11-25 215753 152040 63713 63713 CHARTER COMMUNICATIONS P 2006-06-16 2025-11-25 81657 20942 60715 60715 COCA COLA P 1990-05-21 2025-11-25 143693 5667 138026 138026 COMCAST P 1993-05-21 2025-11-25 79268 19736 59532 59532 JOHNSON & JOHNSON P 1983-03-29 2025-11-25 412983 5995 406988 406988 KELLANOVA P 1996-12-02 2025-11-25 833853 16797 817056 817056 MICROSOFT P 1995-12-29 2025-11-25 220757 2550 218207 218207 PEPSICO P 1987-07-14 2025-11-25 144858 5896 138962 138962 QNITY ELECTRONICS P 1996-01-01 2025-11-25 62963 8232 54731 54731 3388958 58990 58990 58990 48000 48000 X 10990 false false false false false false false true true MI true false false false false true N/A ERIK H SERR 7346632445 101 N MAIN ST 7TH FLOOR ANN ARBOR MI 48104 false false false false false false false false false false false false false false false false false false false false ANDREA L HOLMES 101 N MAIN STREET 7TH FLOOR ANN ARBOR MI 48104 PRESIDENT 000.00 0 0 0 ANDREA L HOLMES 101 N MAIN STREET 7TH FLOOR ANN ARBOR MI 48104 TREASURER 000.00 0 0 0 ANDREA L HOLMES 101 N MAIN STREET 7TH FLOOR ANN ARBOR MI 48104 SECRETARY 000.00 0 0 0 ANDREA L HOLMES 101 N MAIN STREET 7TH FLOOR ANN ARBOR MI 48104 DIRECTOR 000.00 0 0 0 CHRISTINE M HOLMES 1010 N MAIN STREET 7TH FLOOR ANN ARBOR MI 48104 DIRECTOR 000.00 0 0 0 ERIK H SERR 101 N MAIN STREET 7TH FLOOR ANN ARBOR MI 48104 DIRECTOR 000.00 0 0 0 NONE NONE N/A 48494661 673833 0 49168494 49168494 737527 48430967 2421548 2421548 58990 58990 2362558 2362558 2362558 2429000 2429000 2362558 110185 187882 212660 510727 2429000 2362558 66442 577169 0 577169 110185 187882 212660 66442 ANDREA HOLMES X ALLIANCE FOR THE GREAT LAKES ALLIANCE FOR THE GREAT LAKES 150 N MICHIGAN AVE STE 7 150 N MICHIGAN AVE STE 7 CHICAGO IL 60601 NONE PC CONSISTENT W/ 501(C)(3) STATUS 75000 ARIZONA SONORA DESERT MUSEUM ARIZONA SONORA DESERT MUSEUM 2021 N KINNEY RD 2021 N KINNEY RD TUSCON AZ 85743 NONE PC CONSISTENT W/ 501(C)(3) STATUS 50000 BEST FRIENDS ANIMAL SANCTUARY BEST FRIENDS ANIMAL SANCTUARY 5001 ANGEL CANYON ROAD 5001 ANGEL CANYON ROAD KANAB UT 84741 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 175000 BURT LAKE PRESERVATION ASSOC BURT LAKE PRESERVATION ASSOCIATION P O BOX 632 P O BOX 632 INDIAN RIVER MI 49749 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 15000 CHEBOYGAN CO HUMANE SOCIETY CHEBOYGAN CO HUMANE SOCIETY 1536 HACKLEBURG ROAD 1536 HACKLEBURG ROAD CHEBOYGAN MI 49721 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 40000 DETROIT ZOOLOGICAL SOCIETY DETROIT ZOOLOGICAL SOCIETY 8450 W 10 MILE ROAD 8450 W 10 MILE ROAD ROYAL OAK MI 48067 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 20000 DOG IS MY COPILOT INC DOG IS MY COPILOT INC P O BOX 3399 P O BOX 3399 JACKSON WY 83001 NONE PC CONSISTENT W/ 501(C)(3) STATUS 150000 FISHER HOUSE FISHER HOUSE 3601 S 6TH AVE 3601 S 6TH AVE TUSCON AZ 85723 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 75000 FRIENDS OF PIMA CO ANIMAL CARE FRIENDS OF PIMA CO ANIMAL CARE P O BOX 85370 P O BOX 85370 TUCSON AZ 85754 NONE PC CONSISTENT W/501(C)(3) STATUS 125000 HERMITAGE NO KILL CAT SHELTER MERMITAGE NO KILL CAT SHELTER P O BOX 13508 P O BOX 13508 TUCSON AZ 85732 NONE PC CONSISTENT W/501(C)(3) STATUS 50000 HORSES HAVEN HORSES HAVEN P O BOX 166 P O BOX 166 HOWELL MI 48844 NONE PC USED CONSISTENT W/501(C)(3) STATUS 75000 HUMANE SOCIETY OF HURON V HUMANE SOCIETY OF HURON VALLEY 3100 CHERRY HILL ROAD 3100 CHERRY HILL ROAD ANN ARBOR MI 48105 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 125000 LEGACY LAND CONSERVANCY LEGACY LAND CONSERVANCY 1100 NORTH MAIN STREET 1100 NORTH MAIN STREET ANN ARBOR MI 48104 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 50000 LITTLE TRAVERSE CONSERVAN LITTLE TRAVERSE CONSERVANCY 3264 POWELL ROAD 3264 POWELL ROAD HARBOR SPRINGS MI 49740 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 50000 MICHIGAN ANIMAL RESCUE LE MICHIGAN ANIMAL RESCUE LEAGUE 720 FEATHERSTONE 720 FEATHERSTONE PONTIAC MI 48342 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 300000 MICHIGAN ANTI-CRUELTY SOC MICHIGAN ANTI-CRUELTY SOCIETY 13569 JOSEPH CAMPAU ST 13569 JOSEPH CAMPAU ST DETROIT MI 48212 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 150000 MICHIGAN HUMANE SOCIETY MICHIGAN HUMANE SOCIETY 26711 NORTHWESTERN HWY S 26711 NORTHWESTERN HWY SOUTHFIELD MI 48034 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 25000 PAWS WITH A CAUSE PAWS WITH A CAUSE 2660 AUBURN ROAD 2660 AUBURN ROAD AUBURN HILLS MI 48326 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 150000 PERFORMING ANIMAL WELFARE SOCIETY PERFORMING ANIMAL WELFARE SOCIETY P O BOX 849 P O BOX 849 GALT CA 95632 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 100000 PILOTS TO THE RESCUE PILOTS TO THE RESCUE PO BOX 220040 PO BOX 220040 BORRKLYN NY 11222 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 75000 PIMA PAWS FOR LIFE PIMA PAWS FOR LIFE 2555 W ZINNIA AVE 2555 W ZINNIA AVE TUCSON AZ 85705 NONE PC CONSISTENT W/ 501(C)(3) STATUS 25000 PROJECT ST VET PROJECT ST VET PO BOX 232579 PO BOX 232579 ENCINITAS CA 92023 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 75000 SASHA FARM SASHA FARM P O BOX 222 P O BOX 222 MANCHESTER MI 48158 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 50000 SOUTHEAST MICHIGAN LAND SOUTHEST MICHIGAN LAND CONSERVANCY 8383 VREELAND ROAD 8383 VREELAND ROAD SUPERIOR TOWNSHIP MI 48198 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 50000 SOUTHERN AZ ANIMAL FOOD BANK SOUTHERN AZ ANIMAL FOOD BANK 6212 E SPEEDWAY BLVD 6212 E SPEEDWAY BLVD TUCSON AZ 85712 NONE PC CONSISTENT W/ 501(C)(3) STATUS 50000 TIP OF THE MITT WATERSHED TIP OF THE MITT WATERSHED 426 BAY STREET 426 BAY STREET PETOSKEY MI 49770 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 75000 TRAILS END WILDLIFE REFUG TRAILS END WILDLIFE REFUGE 3974 N CARDINAL CREST 3974 N CARDINAL CREST MARTINSVILLE IN 46151 NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 4000 TUCSON WILDLIFE CENTER INC TUCSON WILDLIFE CENTER INC P O BOX 18320 P O BOX 8320 TUCSON AZ 85931 NONE PC CONSISTENT W/ 501(C)(3) STATUS 75000 UMRC FOUNDATION UNITED METHODIST RETIREMENT HERITAGE FOUNDATION 805 W MIDDLE STREET 805 W MIDDLE STREET CHELSEA MI 48118 NONE SO I CONSISTENT W/ 501(C)(3) STATUS 150000 2429000 14 1204 14 901495 14 3388958 4291657 4291657 false false false false false false false false false false ACCOUNTING FEES 4281 4281 3M CO 21443 640400 AMEX 3097 414344 AMERIPRISE FIN INC 2343 600176 APPLE INC 357411 4077900 AT & T 233685 745200 BANK NEW YORK MELLON CORP 79057 580450 BANK OF AMERICA CORP 212034 550000 BERKSHIRE HATHAWAY 8791 242780 CHARTER COMMUNICATIONS CHEVRON CORP. 61925 1524100 CISCO SYSTEMS 78168 385150 COCA-COLA COMPANY 13124 559280 COMCAST 53079 358680 CORTEVA INC 4878 110600 DISNEY 62711 234821 DOW CHEMICAL 9526 38577 DTE ENERGY 26143 89125 DUPONT DE NEMOURS 5747 66330 EXXON MOBIL CORP 44883 1444080 FORD MOTOR CO 47967 196800 GENERAL ELECTRIC CO 87268 1586681 HERSHEY COMPANY 28884 909900 HSBC HOLDINGS PLC 23739 393350 INDUSTRIAL SELECT ETF SECTOR 51684 108584 INGEVITY CORP 8489 84627 INTERNATIONAL BUSINESS MACHINE CORP 5906 140700 JOHNSON & JOHNSON 26612 1837716 KELLANOVA MASCO CORP 44815 317300 MICROSOFT CORP 21939 1934480 MOODYS 30530 2043400 MORGAN STANLEY & CO 15188 355060 ORACLE CORP 52788 974550 PEPSICO INCORPORATED 53063 1291680 PFIZER 150810 124500 PROCTOR & GAMBLE 3 1433100 ROCKWELL AUTOMATION 9396 1556280 RTX CORP 331617 917000 SECTOR SPDR TR 435757 4319100 SELECT SECTOR SPDR F ETF HEALTH 86122 154800 SPDR S&P REGNL BNKG ETF 267676 324050 TEXTRON 7777 871700 TOPBUILD CORP 19763 695039 VANGUARD INFORMATION 102400 1507560 VERIZON COMMUNICATIONS 289459 407300 WEYERHAEUSER CO 43145 236900 YUM BRANDS 8475 1512800 YUM CHINA HOLDINGS INC 4390 572880 ZIMMER HOLDINGS 18253 188832 AMER BALANCED FD CLASS A AT COST 1185040 1372076 BLACKROCK FUNDS TECHNOLOGY OPPORTUNI AT COST 161922 264933 BLACKROCK HEALTH SCIENCES AT COST 1696233 1954200 BLACKROCK HEALTH SCIENCES TR II AT COST 190678 181800 BLACKROCK SCIENCE & TECHNOLOGY AT COST 134050 161837 CAPITAL INCOME BLDR AT COST 114317 161457 CAPITAL WORLD GROWTH AT COST 140482 286077 FIDELITY ADVISOR SER VII AT COST 257162 431417 FIDELITY FUNDS TREASURY PORT AT COST 439346 439346 FRANKLIN INCOME FUND AT COST 1857326 2005377 FUNDAMENTAL INVS INC AT COST 166269 439859 GOLDMAN SACHS TR AT COST 439090 439090 GROWTH FUND AMERICA AT COST 189112 503174 INCOME FUND AMERICA AT COST 143620 192939 MFS GROWTH AT COST 334455 697622 MFS SER TR I TECHNOLOGY AT COST 1670832 3153152 MFS SER TR IV AT COST 63203 63261 NEW PERSPECTIVE FD AT COST 163493 287328 MFS MID CAP VALUE AT COST 72319 74005 LEGAL FEES 24618 24618 OTHER ASSETS 55791 115283 EXPENSES OTHER EXPENSE 75 75 FEDERAL INCOME TAX 65653 MICHIGAN ANNUAL INFORMATION UPDA 25 25