Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
AMERICANA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)28115 MEADOWBROOK ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NOVI, MI48377
A Employer identification number

38-2269431
B Telephone number (see instructions)

(248) 347-3863
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,411,944J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 248,403 248,403  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,102,526
b Gross sales price for all assets on line 6a 7,009,475
7 Capital gain net income (from Part IV, line 2)... 1,102,526
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,143 697  
12 Total. Add lines 1 through 11........ 1,353,072 1,351,626  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 205,025 4,101   200,925
14 Other employee salaries and wages...... 12,592 252   12,340
15 Pension plans, employee benefits....... 8,204 164   8,040
16a Legal fees (attach schedule)......... Click to see attachment 6,011 0   6,011
b Accounting fees (attach schedule)....... Click to see attachment 53,814 0   53,814
c Other professional fees (attach schedule).... Click to see attachment 76,818 76,818   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,748 0   0
19 Depreciation (attach schedule) and depletion... 540 0  
20 Occupancy.............. 4,800 0   4,800
21 Travel, conferences, and meetings....... 40,464 0   40,464
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 26,698 741   25,957
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 453,714 82,076   352,351
25 Contributions, gifts, grants paid....... 917,249 917,249
26 Total expenses and disbursements. Add lines 24 and 25 1,370,963 82,076   1,269,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -17,891
b Net investment income (if negative, enter -0-) 1,269,550
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 141,076 128,306 128,306
2 Savings and temporary cash investments......... 57,485 69,238 69,238
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 12,893,335 Click to see attachment9,861,412 9,861,412
c Investments—corporate bonds (attach schedule)....... 3,583,859 Click to see attachment3,333,099 3,333,099
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,320,371 Click to see attachment3,351,699 3,351,699
14 Land, buildings, and equipment: basis bullet699,251
Less: accumulated depreciation (attach schedule) bullet33,769 666,022 Click to see attachment665,482 665,482
15 Other assets (describe bullet) Click to see attachment3,647 Click to see attachment2,708 Click to see attachment2,708
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,665,795 17,411,944 17,411,944
Liabilities 17 Accounts payable and accrued expenses.......... 808 623
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment366,609 Click to see attachment397,831
23 Total liabilities (add lines 17 through 22)......... 367,417 398,454
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 19,298,378 17,013,490
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 19,298,378 17,013,490
31 Total liabilities and net assets/fund balances (see instructions). 19,665,795 17,411,944
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
19,298,378
2
Enter amount from Part I, line 27a .....................
2
-17,891
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,280,487
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,266,997
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
17,013,490
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAIN DISTRIBUTION      
b PUBLICLY TRADED SECURITIES      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 477,031     477,031
b 6,532,444   5,906,949 625,495
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       477,031
b       625,495
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,102,526
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,122,853 17,963,525 0.062507
2016 1,064,251 16,921,281 0.062894
2015 1,120,183 18,307,118 0.061188
2014 1,208,948 19,178,067 0.063038
2013 1,019,343 18,196,054 0.056020
2
Total of line 1, column (d) .....................
2
0.305647
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.061129
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
18,192,062
5
Multiply line 4 by line 3......................
5
1,112,063
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
12,696
7
Add lines 5 and 6........................
7
1,124,759
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,269,600
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 12,696
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 12,696
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,696
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 22,523
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,523
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,827
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet9,827 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.AMERICANAFOUNDATION.ORG
    14
    The books are in care ofbulletKATHRYN BUCKNER Telephone no.bullet (248) 347-3863

    Located atbullet28115 MEADOWBROOK ROADNOVIMI ZIP+4bullet48377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KATHRYN BISHOP ECKERT TRUSTEE (ENDED MARCH 2018)
    3.00     		500 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    KATHRYN HARPER TRUSTEE
    3.00     		2,750 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    GARY RENTROP TRUSTEE
    3.00     		2,750 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    JONATHAN THOMAS TRUSTEE
    3.00     		4,500 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    JUMANA VASI TRUSTEE
    3.00     		2,500 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    CINDY PRENTICE TRUSTEE
    3.00     		0 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    MATTHEW WAWRO TREASURER
    3.00     		4,000 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    RICK FOSTER VICE PRESIDENT
    2.00     		4,500 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    ROBERT JANSON PRESIDENT
    4.00     		3,000 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    MARLENE FLUHARTY EXECUTIVE DIRECTOR
    50.00     		147,652 32,873 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    18,310,740
    b
    Average of monthly cash balances.......................
    1b
    158,358
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,469,098
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    18,469,098
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    277,036
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,192,062
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    909,603
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    909,603
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    12,696
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    94
    c
    Add lines 2a and 2b............................
    2c
    12,790
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    896,813
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    896,813
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    896,813
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,269,600
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,269,600
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    12,696
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,256,904
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 896,813
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 151,312
    b From 2014...... 281,932
    c From 2015...... 221,548
    d From 2016...... 238,175
    e From 2017...... 242,005
    fTotal of lines 3a through e........ 1,134,972
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,269,600
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 896,813
    e Remaining amount distributed out of corpus 372,787
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,507,759
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		151,312
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		1,356,447
    10 Analysis of line 9:
    a Excess from 2014.... 281,932
    b Excess from 2015.... 221,548
    c Excess from 2016.... 238,175
    d Excess from 2017.... 242,005
    e Excess from 2018.... 372,787
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KATHRYN BUCKNER
    28115 MEADOWBROOK
    NOVI,MI48377
    (248) 347-3863
    bThe form in which applications should be submitted and information and materials they should include:
    THE GRANT APPLICATION FORM AND INFORMATION IS AVAILABLE AT HTTP://AMERICANAFOUNDATION.ORG/GUIDELINES.ASP
    cAny submission deadlines:
    10TH OF JANUARY, APRIL, JULY AND OCTOBER
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION MAKES GRANTS ONLY TO NONPROFIT ORGANIZATIONS THAT HAVE BEEN DETERMINED BY THE IRS TO BE CHARITABLE, SCIENTIFIC OR EDUCATIONAL AND ARE TAX EXEMPT UNDER IRC SECTION 501(C)(3) AND NOT A PRIVATE FOUNDATION. NONPROFIT ORGANIZATIONS THAT ARE LOCATED OR OPERATE WITHIN THE STATE OF MICHIGAN ARE A PRIORITY OF THE FOUNDATION.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CENTER FOR MICHIGAN
    4100 NORTH DIXBORO RD
    ANN ARBOR,MI48105     		  PC TO REINVIGORATE PUBLIC INTEREST IN KEY ENVIRONMENTAL ISSUES BY LAUNCHING A FULL-TIME ENVIRONMENTAL REPORTING INITIATIVE 15,000
    COPPER COUNTRY PRESERVATION INC
    25970 RED JACKET ROAD
    CALUMET,MI49913     		  PC TO IMPROVE THE VISITOR EXPERIENCE AT THE HANKA HOMESTEAD FINNISH MUSEUM 7,390
    COUNCIL OF MICHIGAN FOUNDATIONS
    ONE SOUTH HARBOR DR
    GRAND HAVEN,MI49417     		  PC OPERATING SUPPORT FOR PHILANTHROPY 4,550
    COUNCIL OF MICHIGAN FOUNDATIONS
    ONE SOUTH HARBOR DR
    GRAND HAVEN,MI49417     		  PC TO RECOGNIZE ROB'S SERVICE TO THE COUNCIL OF MICHIGAN FOUNDATIONS AND THE ENTIRE STATE 1,000
    DETROIT EDUCATIONAL TELEVISION FOUNDATION
    1 CLOVER CT
    WIXOM,MI48393     		  PC DEVELOPMENT OF AN EDUCATIONAL VIDEO PRODUCTION FUND, INCREASED STAFF CAPACITY, EXPANDED DIGITAL AND BROADCAST DISTRIBUTION AND DEVELOPING STRATEGIC PARTNERSHIPS 30,000
    EARTH UNIVERSITY FOUNDATION
    3525 PIEDMONT RD NE 520
    ATLANTA,GA30305     		  PC TO INCREASE SCHOLARSHIP ENDOWMENT FUND 30,000
    EASTERN MARKET CORPORATION
    2934 RUSSELL ST
    DETROIT,MI48207     		  PC TO DEVELOP THE DETROIT MARKET GARDEN AND TO TEACH FINANCIALLY VIABLE AND ENVIRONMENTALLY SUSTAINABLE METHODS OF CREATING AT LEAST ONE FULL TIME JOB PER ACRE 50,000
    ENVIRONMENTAL GRANTMAKERS ASSOCIATION
    475 RIVERSIDE DR STE 960
    NEW YORK,NY10115     		  PC OPERATING SUPPORT FOR PHILANTHROPY 5,000
    ENVIRONMENTAL LAW AND POLICY CENTER
    35 E WACKER DR STE 1600
    CHICAGO,IL60601     		  PC TO INCREASE LOCAL, DISTRIBUTED RENEWABLE ENERGY AND PRESERVE NATURAL HERITAGE OF SPECIAL PLACES IN MICHIGAN 50,000
    EXPONENT PHILANTHROPY
    1720 N ST
    WASHINGTON,DC20036     		  PC OPERATING SUPPORT FOR PHILANTHROPY 5,250
    FISHTOWN PRESERVATION SOCIETY
    203 CEDAR ST
    LELAND,MI49654     		  PC TO RESOLVE INFRASTRUCTURE ISSUES, OUTDATED UTILITIES, POOR PUBLIC ACCESS AND REINTRODUCE NATIVE SPECIES 25,000
    FLOW FOR LOVE OF WATER
    153 1/2 E FRONT ST STE 203C
    TRAVERSE CITY,MI49684     		  PC TO ESTABLISH A SHARED BLUE COMMUNITIES MODEL FOR SUSTAINABLE WATER MANAGEMENT AND GOVERNANCE FOR THE GRAND TRAVERSE REGION 25,000
    FORGOTTEN HARVEST INC
    21800 GREENFIELD RD
    OAK PARK,MI48237     		  PC TO SUPPORT 2018 VOLUNTEER PROGRAM 15,000
    FRIENDS OF THE ROUGE
    650 CHURCH STREET SUITE 209
    PLYMOUTH,MI48170     		  PC FUNDING TO COVER WATER QUALITY MONITORING EQUIPMENT FOR CLASSROOM ENVIRONMENTAL EDUCATION PROGRAM 15,000
    FUNDERS' NETWORK FOR SMART GROWTH
    1500 SAN REMO AVE STE 249
    CORAL GABLES,FL33146     		  PC OPERATING SUPPORT FOR PHILANTHROPY 3,000
    GRAND TRAVERSE REGIONAL LAND CONSERVANCY
    3860 N LONG LAKE RD STE D
    TRAVERSE CITY,MI49684     		  PC TO PROTECT FARMLAND UTILIZING LOCAL AND FEDERAL MECHANISMS TO LEVERAGE PRIVATE SUPPORT 30,000
    GREENING OF DETROIT
    13000 W MCNICHOLS RD
    DETROIT,MI48235     		  PC TO SHOWCASE THIS URBAN FARM AND PUBLIC SPACE THAT PROVIDES OPPORTUNITIES TO ENGAGE AND EDUCATE THE COMMUNITY ABOUT LOCAL FOOD PRODUCTION AND GAIN SUPPORT FOR FARMING IN THE CITY 20,000
    GROWING HOPE INC
    922 W MICHIGAN AVE
    YPSILANTI,MI48197     		  PC TO INCREASE ACCESS TO HEALTHY FOOD WHILE SUSTAINING PROGRAMS THROUGH MISSION-ALIGNED EARNED REVENUE MODELS 25,000
    HENRY FORD ESTATE
    1100 LAKE SHORE RD
    GROSSE POINTE SH,MI48236     		  PC TO SUPPORT A CONSERVATION-FOCUSED APPRENTICESHIP AND A PILOT PROGRAM TO OFFER CONSERVATION CONSULTATION SERVICES AND TRAINING TO SMALL ORGANIZATIONS 25,000
    HISTORIC NEW ENGLAND
    2325 BOSTON NECK RD
    SAUNDERSTOWN,RI02874     		  PC TO SUPPORT THE DEVELOPMENT OF SKILLED HISTORIC PRESERVATION PRACTICIONERS THROUGH A FULL-TIME POST-GRADUATE FELLOWSHIP IN ARCHITECTURAL CONSERVATION/PRESERVATION CARPENTRY 44,400
    HOUGHTON COUNTY HISTORICAL SOCIETY
    53102 STATE HIGHWAY M26
    LAKE LINDEN,MI49945     		  PC TO REPAIR MUSEUM CORNICE AND UPPER BRICKWORK TO PREVENT FURTHER WATER INFILTRATION AND DAMAGE 20,000
    HURON PINES RESOURCE CONSERV & DEV COUNCIL
    4241 OLD US HIGHWAY 27 S STE 2
    GAYLORD,MI49735     		  PC TO EXPAND SCHOOL FOREST PROGRAM TO MORE SCHOOL DISTRICTS WHILE PROMOTING LAND MANAGEMENT AND PROTECTION OPTIONS TO THE PUBLIC 25,000
    HURON RIVER WATERSHED COUNCIL
    1100 N MAIN ST STE 210
    ANN ARBOR,MI48104     		  PC TO PROMOTE CLEAN WATER AND HEALTHY HABITATS IN THE HURON RIVER WATERSHED BY SUPPORTING LOCAL LEADERS WHO CAN INFLUENCE LAND USE PLANNING IN THEIR LOCAL GOVERNMENTS 25,000
    KEWEENAW LAND TRUST
    101 QUINCY ST STE 303
    HANCOCK,MI49930     		  PC TO SUPPORT KLT STAFF INVOLVEMENT AND ORGANIZATIONAL OPERATIONS TO FULLY ENGAGE WITH THE ADVANCEMENT OF THE GLOWP-SUPERIOR AND KCF LONG-TERM RECOVERY AND RESILIENCE INITIATIVES 30,000
    LAND INFORMATION ACCESS ASSOCIATION
    324 MUNSON AVE
    TRAVERSE CITY,MI49686     		  PC LEARNING HOW TO PRESERVE MICHIGAN'S HERITAGE LANDSCAPES THROUGH VIDEO DOCUMENTARIES 19,500
    MACKINAC ASSOCIATES
    PO BOX 567 207 W SINCLAIR AVE
    MACKINAW CITY,MI49701     		  PC TO CREATE A BOTANICAL TRAIL ON MACKINAC ISLAND THAT CELEBRATES THE DIVERSITY OF FLORA AND PROVIDES EDUCATIONAL OPPORTUNITY FOR VISITORS 10,000
    MAIN STREET CALUMET INC
    200 5TH ST
    CALUMET,MI49913     		  PC TO SUPPORT SALARY OF PART-TIME DIRECTOR AND PROMOTE AREA TO VISITORS AND NEW RESIDENTS 15,000
    MICHIGAN ENVIRONMENTAL COUNCIL
    119 PERE MARQUETTE DR
    LANSING,MI48912     		  PC FOLLOW UP TO SOIL HEALTH SUMMIT THAT WILL ASSIST MEC IN BUILDING A BROAD SOIL-HEALTH NETWORK IN MICHIGAN 30,000
    MICHIGAN HISTORY FOUNDATION
    PO BOX 12331
    LANSING,MI48901     		  PC TO PROVIDE SUPPORT TO ENABLE MICHIGAN HISTORY FOUNDATION TO AFFILIATE WITH HERITAGE ORGANIZATIONS HAVING SIMILAR MISSIONS AND TO MOVE FROM BEING A PUBLIC CHARITY TO AN OPERATING FOUNDATION 20,000
    MICHIGAN STATE UNIVERSITY
    220 TROWBRIDGE RD
    EAST LANSING,MI48824     		  PC TO FUND DINNER FOR RECOGNIZING MASTER GARDENER VOLUNTEERS 3,909
    MICHIGAN STATE UNIVERSITY
    220 TROWBRIDGE RD
    EAST LANSING,MI48824     		  PC TO SUPPORT STAFF POSITION, ADDITIONAL LABOR, DRIVEWAY WIDENING, RE-ROOFING FARMHOUSE, WATER SYSTEM CORRECTION, AND IMPROVE ACCESSIBILITY TO TOLLGATE FACILITIES 73,000
    MICHIGAN STATE UNIVERSITY
    220 TROWBRIDGE RD
    EAST LANSING,MI48824     		  PC TO FUND URBAN FARM TO SCHOOL SCHOLARSHIPS AND PARTIAL FUNDING FOR TWO EDUCATIONAL STAFF 41,000
    MSU EXTENSION
    446 W CIRCLE DR STE 108
    EAST LANSING,MI48824     		  PC OPERATING SUPPORT FOR PHILANTHROPY 5,100
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW STE 300
    WASHINGTON,DC20036     		  PC RESEARCH AND EDUCATION FOR SUSTAINABLE AGRICULTURE 3,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW STE 300
    WASHINGTON,DC20036     		  PC OPERATING EXPENSES FOR EDUCATION 1,150
    OLD STURBRIDGE VILLAGE INC
    STALLION HILL RD
    STURBRIDGE,MA01518     		  PC TO FUND INSTALLATION OF A TEMPORARY CABINETMAKING SHOP STAFFED BY A CONTRACTED CABINETMAKER AS A PRECURSOR TO A PERMANENT SHOP OPENING IN 2021 25,000
    OLD STURBRIDGE VILLAGE INC
    STALLION HILL RD
    STURBRIDGE,MA01518     		  PC TO FUND THE SECOND YEAR OF A TEMPORARY CABINETMAKING SYMPOSIUM HIGHLIGHTING WOODWORKING AT THE VILLAGE 25,000
    PHILADELPHIA MUSEUM OF ART
    INDEPENDENCE MALL 525 ARCH ST
    PHILADELPHIA,PA19106     		  PC TO FUND NEW VIDEOS AND IN-GALLERY DEMONSTRATION OBJECTS TO GIVE VISITORS TWO ADDITIONAL APPROACHES FOR UNDERSTANDING THE SKILL AND LABOR THAT CREATED THE FURNITURE AND DECORATIVE ARTS IN THE REINSTALLED ART GALLERIES 50,000
    QUINCY MINE HOIST ASSOCIATION INC
    49750 US HIGHWAY 41
    HANCOCK,MI49930     		  PC TO COMPLETE FRAME REPAIRS AND WEATHERPROOFING ON 1918 HOIST HOUSE 25,000
    SOCIETY OF ARCHITECTURAL HISTORIANS
    1365 N ASTOR ST
    CHICAGO,IL60610     		  PC IN HONOR OF KATHRYN ECKERT 20,000
    VILLAGE OF CALUMET
    340 6TH ST
    CALUMET,MI49913     		  PC TO PRESERVE RED JACKET FIRE STATION 25,000
    Total .................................bullet 3a 917,249
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 248,403  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,102,526  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOIL & GAS INCOME     		211110 1,446      
    bMISCELLANEOUS INCOME 900099   14 697  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 1,446 1,351,626 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,353,072
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 53,814 0   53,814

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS - DOUBLELINE TOTAL RETURN 1,678,315 1,678,315
    CORPORATE BONDS - DODGE & COX INCOME FUND 1,654,784 1,654,784

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Name of Stock End of Year Book Value End of Year Fair Market Value
    OTHER CORPORATE STOCKS - CHARLES SCHWAB 1,252 1,252
    ARTISAN INTL FUND INV 1,121,991 1,121,991
    DFA EMERGING MKTS VALUE 824,421 824,421
    DFA INTL CORE EQTY PORT 1,830,767 1,830,767
    DODGE & COX STOCK FUND 1,401,245 1,401,245
    HARBOR CAP APPRECIATION 1,263,085 1,263,085
    VOYA GLOBAL REAL ESTATE 419,526 419,526
    WILLIAM BLAIR SMALL MID 1,284,768 1,284,768
    ADOBE INC 27,375 27,375
    AFLAC INC 25,969 25,969
    ALPHABET INC 73,147 73,147
    AMERICAN WATER WORKS 38,123 38,123
    ANALOG DEVICES 15,535 15,535
    APPLE INC 42,117 42,117
    AUTODESK INC 10,546 10,546
    AVALONBAY CMNTYS INC 14,272 14,272
    AVANGRID INC 18,283 18,283
    BANK OF AMERICA CORP 44,303 44,303
    BANK OF NY MELLON CO 23,253 23,253
    BAXTER INTERNTNL 29,158 29,158
    BECTON DICKINSON&CO 16,448 16,448
    BIOGEN INC 14,444 14,444
    BOOKING HOLDINGS INC 13,779 13,779
    CELGENE CORP 23,072 23,072
    CHUBB LTD 35,654 35,654
    CIGNA CORP 38,744 38,744
    CISCO SYSTEMS INC 30,331 30,331
    COSTCO WHOLESALE CO 29,742 29,742
    CVS HEALTH CORP 11,073 11,073
    EATON CORP PLC 16,822 16,822
    ECOLAB INC 17,240 17,240
    EOG RESOURCES INC 16,832 16,832
    FACEBOOK INC 25,956 25,956
    FIRST REPUBLIC BANK 12,948 12,948
    FIRST SOLAR INC 6,029 6,029
    GILEAD SCIENCES INC 11,822 11,822
    HOME DEPOT INC 27,835 27,835
    ILLUMINA INC 19,795 19,795
    INGERSOLL RAND PLC F 20,527 20,527
    INTL FLAVORS& FRAGRA 19,066 19,066
    IQVIA HOLDINGS INC 26,487 26,487
    J B HUNT TRANSPORT 18,422 18,422
    JOHNSON & JOHNSON 37,941 37,941
    KEYCORP INC 19,672 19,672
    MARATHON OIL CORP 13,021 13,021
    MARATHON PETE CORP 16,582 16,582
    MASTERCARD INC 47,917 47,917
    MC CORMICK & CO INC 28,823 28,823
    MEDTRONIC PLC 21,103 21,103
    MERCK & CO. INC. 35,607 35,607
    MICROSOFT CORP 81,865 81,865
    MSCI INC 19,313 19,313
    NIKE INC 18,090 18,090
    NTNL OILWELL VAR 5,294 5,294
    NXP SEMICONDUCTORS F 11,285 11,285
    OMNICOM GROUP INC 16,479 16,479
    ONEOK INC 17,264 17,264
    PALO ALTO NETWORKS 23,355 23,355
    PAYPAL HOLDINGS INCORPOR 37,168 37,168
    PNC FINL SERVICES 36,476 36,476
    PROCTER & GAMBLE 25,370 25,370
    QUEST DIAGNOSTIC INC 13,823 13,823
    ROCKWELL AUTOMATION 12,490 12,490
    STARBUCKS CORP 30,139 30,139
    SYSCO CORP 22,182 22,182
    TARGET CORP 27,692 27,692
    TEXAS INSTRUMENTS 15,782 15,782
    TJX COMPANIES INC 38,387 38,387
    TRACTOR SUPPLY COMP 15,603 15,603
    UNILEVER N V F 36,207 36,207
    UNITED PARCEL SRVC 12,874 12,874
    VERISK ANALYTICS INC 24,207 24,207
    VERIZON COMMUNICATION 50,204 50,204
    WASTE MANAGEMENT INC 18,065 18,065
    XYLEM INC 17,214 17,214
    3M CO 15,434 15,434
    AMERN TOWER CORP 20,723 20,723
    HCP INC REIT 15,557 15,557

    TY 2018 InvestmentsOtherSchedule2
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABSOLUTE ACCESS FUND FMV 2,169,334 2,169,334
    FEG SERIES B FMV 187,018 187,018
    FEG SERIES D FMV 119,099 119,099
    BOSTON COMMON FMV 876,248 876,248

    TY 2018 LandEtcSchedule2
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND IMPROVEMENTS 22,000 22,000 0  
    COMPUTER EQUIPMENT 6,944 6,619 325 325
    LAND 665,157 0 665,157 665,157
    FURNITURE AND FIXTURES 5,150 5,150 0  


    TY 2018 LegalFeesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 6,011 0   6,011


    TY 2018 OtherAssetsSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID EXPENSE 3,647 2,708 2,708


    TY 2018 OtherDecreasesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 2,266,997


    TY 2018 OtherExpensesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES 8,358 0   8,358
    EDUCATION 4,265 0   4,265
    OFFICE AND EQUIPMENT 7,674 404   7,270
    INSURANCE 6,401 337   6,064


    TY 2018 OtherIncomeSchedule2
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL & GAS INCOME 1,446   1,446
    MISCELLANEOUS INCOME 697 697 697


    TY 2018 OtherLiabilitiesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED LIABILITIES 2,222 3,143
    DEFERRED COMPENSATION 364,387 394,688


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASSET MANAGER FEES 26,785 26,785   0
    INVESTMENT MANAGEMENT FEES 50,033 50,033   0


    TY 2018 TaxesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX EXPENSE 18,748 0   0