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
SUZANNE UPJOHN DELANO PARISH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)211 SOUTH ROSE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KALAMAZOO, MI49007
A Employer identification number

38-2484268
B Telephone number (see instructions)

(269) 388-9800
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$30,201,449J 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) 4,967,528
2 Check bullet.............
3 Interest on savings and temporary cash investments 25,886 25,886  
4 Dividends and interest from securities... 492,956 492,956  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 817,413
b Gross sales price for all assets on line 6a 4,304,147
7 Capital gain net income (from Part IV, line 2)... 817,413
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).......      
12 Total. Add lines 1 through 11........ 6,303,783 1,336,255  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,880 2,940   2,940
c Other professional fees (attach schedule).... Click to see attachment 149,416 134,474   14,942
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 31,709 12,709   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,580 17   1,563
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 188,585 150,140   19,445
25 Contributions, gifts, grants paid....... 506,500 506,500
26 Total expenses and disbursements. Add lines 24 and 25 695,085 150,140   525,945
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,608,698
b Net investment income (if negative, enter -0-) 1,186,115
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.............      
2 Savings and temporary cash investments......... 1,631,264 1,685,481 1,685,481
3 Accounts receivable bullet4,217
Less: allowance for doubtful accounts bullet   4,042 4,217 4,217
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.......... 3,690 1,015 1,015
10a Investments—U.S. and state government obligations (attach schedule) 2,385,672 Click to see attachment3,161,992 3,127,288
b Investments—corporate stock (attach schedule)....... 4,223,278 Click to see attachment2,833,942 3,263,989
c Investments—corporate bonds (attach schedule)....... 3,580,793 Click to see attachment4,096,241 4,033,462
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,837,692 Click to see attachment17,492,461 18,046,997
14 Land, buildings, and equipment: basis bullet39,000
Less: accumulated depreciation (attach schedule) bullet   39,000 39,000 39,000
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,705,431 29,314,349 30,201,449
Liabilities 17 Accounts payable and accrued expenses..........   220
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)    
23 Total liabilities (add lines 17 through 22)......... 0 220
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..................    
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........ 23,705,431 29,314,129
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 23,705,431 29,314,129
31 Total liabilities and net assets/fund balances (see instructions). 23,705,431 29,314,349
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
23,705,431
2
Enter amount from Part I, line 27a .....................
2
5,608,698
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
29,314,129
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
29,314,129
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
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 4,152,250   3,486,734 665,516
b 151,897     151,897
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       665,516
b       151,897
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 2 817,413
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 708,771 24,505,368 0.028923
2016 856,414 21,992,098 0.038942
2015 1,084,964 21,890,633 0.049563
2014 389,596 8,647,181 0.045055
2013 838,861 3,575,844 0.234591
2
Total of line 1, column (d) .....................
2
0.397074
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
0.079415
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
26,827,615
5
Multiply line 4 by line 3......................
5
2,130,515
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
11,861
7
Add lines 5 and 6........................
7
2,142,376
8
Enter qualifying distributions from Part XII, line 4,.............
8
525,945
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 23,722
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 23,722
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 23,722
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 21,534
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,534
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 6,812
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet6,812 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 addressbulletN/A
    14
    The books are in care ofbulletRONALD N KILGORE CO GREENLEAF TR Telephone no.bullet (269) 388-9800

    Located atbullet211 SOUTH ROSE STREETKALAMAZOOMI ZIP+4bullet49007
    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
     
     
    ........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
    P WILLIAM PARISH PRESIDENT
    1.00     		0 0 0
    211 SOUTH ROSE STREET
    KALAMAZOO,MI49007
    PRESTON L PARISH VICE PRESIDENT
    1.00     		0 0 0
    211 SOUTH ROSE STREET
    KALAMAZOO,MI49007
    RONALD N KILGORE SECRETARY/TREASURER
    1.00     		0 0 0
    211 SOUTH ROSE STREET
    KALAMAZOO,MI49007
    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
    GREENLEAF TRUST INVESMENT MANAGEMENT 149,416
    211 SOUTH ROSE STREET
    KALAMAZOO,MI49007
    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
    25,755,413
    b
    Average of monthly cash balances.......................
    1b
    1,441,744
    c
    Fair market value of all other assets (see instructions)................
    1c
    39,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,236,157
    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
    27,236,157
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    408,542
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,827,615
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,341,381
    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
    1,341,381
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    23,722
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    23,722
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,317,659
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,317,659
    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
    1,317,659
    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
    525,945
    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
     
    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
    525,945
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    525,945
    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 1,317,659
    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...... 660,643
    b From 2014...... 10,400
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 671,043
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 525,945
    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..... 525,945
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 671,043 671,043
    (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 0
    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 ..........     		120,671
    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) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    ARTS COUNCIL OF GREATER KALAMAZOO
    359 S KALAMAZOO MALL SUITE 203
    KALAMAZOO,MI49007     		  PC CAPACITY BUILDING REMODELING 20,000
    BARN THEATRE SCHOOL FOR ADVANCED THEATRE TRAINING
    13351 WEST M-96
    AUGUSTA,MI49012     		  PC BACKSTAGE XPERIENCE EDUCATIONAL PROGRAM 5,000
    BOYS & GIRLS CLUB OF GREATER KALAMAZOO
    915 LAKE STREET
    KALAMAZOO,MI49001     		  PC DOUGLAS UNIT OPERATIONS 35,000
    BRONSON HEALTH FOUNDATION
    301 JOHN STREET BOX C
    KALAMAZOO,MI49007     		  PC PEDIATRIC PLAYROOM RENOVATION 25,000
    ECOFLIGHT
    307 L ASPEN AIRPORT BUSINESS CENTER
    ASPEN,CO81611     		  PC GENERAL SUPPORT 20,000
    FARMERS ALLEY THEATRE
    221 FARMERS ALLEY
    KALAMAZOO,MI49007     		  PC STUDENT TICKET INITIATIVE PROGRAM 5,000
    GIRL SCOUTS HEART OF MICHIGAN
    601 W MAPLE STREET
    KALAMAZOO,MI49008     		  PC PATC COMMERCIAL KITCHEN DISHWASHER & CAMP MERRIE WOODE KITCHEN DISPOSAL 7,000
    HOLDERNESS SCHOOL
    33 CHAPEL LANE
    HOLDERNESS,NH03245     		  PC RENOVATION OF HAGERMAN HALL 50,000
    IRVING S GILMORE INTL KEYBOARD FESTIVAL
    359 S KALAMAZOO MALL STE 101
    KALAMAZOO,MI49007     		  PC 2018 GILMORE PIANO CAMP 7,500
    JUNIOR ACHIEVEMENT OF SOUTHWEST MICHIGAN
    2775 WEST DICKMAN RD SUITE H3
    BATTLE CREEK,MI49037     		  PC JA GIRLS DREAM FAIR - A STEM EXPERIENCE 2,000
    KALAMAZOO CIVIC THEATRE
    329 S PARK STREET
    KALAMAZOO,MI49007     		  PC OPERATING EXPENSES AND CHALLENGE GRANT 165,000
    KALAMAZOO COLLEGE
    1200 ACADEMY STREET
    KALAMAZOO,MI49006     		  PC FESTIVAL PLAYHOUSE 10,000
    KALAMAZOO LOAVES AND FISHES
    901 PORTAGE ST
    KALAMAZOO,MI49001     		  PC COOLER AND FREEZER EXPANSION PROJECT 25,000
    KAZOO SCHOOL
    1401 CHERRY STREET
    KALAMAZOO,MI49008     		  PC SCHOOL SAFETY AND SECURITY PROGRAM 15,000
    PREVENTION WORKS
    611 WHITCOMB ST SUITE A
    KALAMAZOO,MI49008     		  PC BETTER TOOLS BRIGHT FUTURE ADVANCEMENT CAMPAIGN 30,000
    SHERMAN LAKE YMCA
    6225 N 39TH ST
    AUGUSTA,MI49012     		  PC BETTER FUTURE 25TH ANNIVERSARY CAMPAIGN 25,000
    VIBRANT KALAMAZOO
    1523 RIVERVIEW DRIVE STE A
    KALAMAZOO,MI49004     		  PC EASTSIDE GATEWAY PROJECT 35,000
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION
    353 E MICHIGAN AVE
    KALAMAZOO,MI49007     		  PC VIOLENCE PREVENTION PROGRAM 25,000
    Total .................................bullet 3a 506,500
    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 ...........     		    14 25,886  
    4 Dividends and interest from securities....     14 492,956  
    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 ............     		    18 817,413  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,336,255 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,336,255
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
     
    Employer identification number

    38-2484268
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
          		Employer identification number
    38-2484268
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    NORMAN F CARVER JR CHARITABLE REMAINDER UNITRUST
     
    211 S ROSE ST
     
    KALAMAZOO, MI49007

    		$ 1,479,510


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    NORMAN F CARVER JR CHARITABLE REMAINDER UNITRUST
     
    211 S ROSE ST
     
    KALAMAZOO, MI49007

    		$ 3,488,018


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
          		Employer identification number

    38-2484268
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AT&T INC 2.3000% 03/11/19 $ 50,075 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ADOBE SYSTEMS INC 4.7500% 02/01/20 $ 25,361 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AGILENT TECHNOLOGIES INC 3.875% 07/15/23 $ 25,598 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 APPLE INC 2.0000% 05/06/20 $ 25,091 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BERKSHIRE HATHAWAY INC DEL 2.2000% 03/15/21 $ 50,634 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 BOEING CO 2.350% 10/30/21 $ 25,265 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
          		Employer identification number

    38-2484268
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CVS HEALTH CORP 2.1250% 06/01/21 $ 49,954 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CARDINAL HEALTH INC 3.200% 03/15/23 $ 25,457 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CAROLINE PWR & LT CO 3.000% 09/15/21 $ 25,515 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CHEVRON CORP 3.1910% 06/24/23 $ 25,799 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 COCA COLA CO 3.200% 11/01/23 $ 25,908 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DISNEY WALT CO MTNS BE 2.4500% 03/04/22 $ 35,020 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
          		Employer identification number

    38-2484268
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DOMINION RESOURCES INC 5.2000% 08/15/19 $ 31,833 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DUKE ENERGY CORP NEW 3.750% 04/15/24 $ 30,389 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 EOG RES INC 2.450% 04/01/20 $ 50,164 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 NBCUNIVERSAL MEDIA LLC 2.8750% 01/15/23 $ 25,344 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 OMNICOM GROUP INC 3.650% 11/01/24 $ 29,445 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ORACLE CORP 2.9500% 05/15/25 $ 50,054 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
          		Employer identification number

    38-2484268
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TEMPLETON GLOBAL BOND FUND ADVISOR CL $ 76,937 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNION PAC CORP 2.950% 01/15/23 $ 25,506 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED STATES TREAS NTS 2.7500% 02/15/24 $ 98,637 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED STATES TREAS NTS 2.000% 02/28/21 $ 50,688 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED STATES TREAS NTS 2.0000% 08/15/25 $ 74,660 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED STATES TREAS NTS 1.375% 02/28/19 $ 50,087 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
          		Employer identification number

    38-2484268
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED STATES TREAS NTS 1.125% 03/31/20 $ 49,506 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED STATES TREAS NTS 2.2500% 02/15/27 $ 47,137 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED STATES TREAS NTS 2.1250% 03/31/24 $ 50,196 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITED STATES TREAS NTS 1.7500% 05/31/22 $ 99,795 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 UNITEDHEALTH GROUP INC 3.1000% 03/15/26 $ 23,863 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VANGUARD S/T INFLATION PROTECTED SEC ADMIRAL $ 145,129 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
          		Employer identification number

    38-2484268
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WAL-MART STORES INC 3.300% 04/22/24 $ 30,233 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WELLS FARGO CO 3.0000% 01/22/21 $ 25,411 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ANHEUSER BUSCH INBEV FIN 2.6250% 01/17/23 $ 24,818 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
          		Employer identification number

    38-2484268
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PLANTE & MORAN, PLLC 5,880 2,940   2,940

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Name of Bond End of Year Book Value End of Year Fair Market Value
    21ST CENTY FOX AMER INC 3.000% 09/15/2022 99,318 98,810
    ADOBE SYSTEMS INC 4.750% 02/01/2020 25,361 25,499
    AGILENT TECHNOLOGIES INC 3.875% 07/15/2023 128,186 126,191
    AMAZON COM INC 3.800% 12/05/2024 104,104 102,349
    AMGEN INC 3.625% 05/15/2022 100,979 100,686
    AMPHENOL CORP NEW 3.125% 09/15/2021 100,288 99,104
    ANHEUSER BUSCH INBEV FIN 2.625% 01/17/2023 24,819 23,795
    ANHEUSER-BUSCH INBEV S.A. 3.700% 02/01/2024 77,960 73,497
    APPLE INC 2.000% 05/06/2020 25,091 24,763
    APPLE INC 2.500% 02/09/2025 94,926 94,436
    AT&T INC 2.300% 03/11/2019 50,075 49,911
    AT&T INC 2.800% 02/17/2021 101,375 98,751
    BERKSHIRE HATHAWAY INC DEL 2.200% 03/15/2021 50,634 49,344
    BOEING CO 2.350% 10/30/2021 25,265 24,618
    BURLINGTON NORTH SANTA FE 3.600% 09/01/2020 102,431 100,981
    CARDINAL HEALTH INC 3.200% 06/15/2022 98,781 98,051
    CARDINAL HEALTH INC 3.200% 03/15/2023 25,457 24,125
    CAROLINA PWR & LT CO 3.000% 09/15/2021 25,515 25,036
    CHEVRON CORP 3.191% 06/24/2023 25,798 24,961
    COCA COLA CO 3.200% 11/01/2023 25,908 25,078
    COMCAST CORP NEW 1.625% 01/15/2022 99,742 95,703
    COSTCO WHSL CORP NEW 1.700% 12/15/2019 98,740 98,916
    CVS HEALTH CORP 2.125% 06/01/2021 148,074 144,730
    DISNEY WALT CO MTNS BE 1.850% 05/30/2019 100,330 99,607
    DISNEY WALT CO MTNS BE 2.450% 03/04/2022 35,020 34,261
    DOMINION RESOURCES INC 5.200% 08/15/2019 31,833 30,329
    DR PEPPER SNAPPLE GROUP INC 3.200% 11/15/2021 100,791 98,255
    DUKE ENERGY CORP NEW 3.750% 04/15/2024 30,389 30,048
    EBAY INC 3.450% 08/01/2024 49,460 48,196
    ECOLAB INC 3.250% 01/14/2023 99,692 99,613
    EOG RES INC 2.450% 04/01/2020 50,164 49,515
    IBM CORP 1.625% 05/15/2020 96,844 98,025
    JP MORGAN CHASE & CO 4.350% 08/15/2021 104,236 102,333
    KROGER CO 2.600% 02/01/2021 102,053 98,080
    NBCUNIVERSAL MEDIA LLC 2.875% 01/15/2023 25,344 24,543
    OMNICOM GROUP INC 3.625% 05/01/2022 100,846 98,616
    OMNICOM GROUP INC 3.650% 11/01/2024 29,446 29,057
    ORACLE CORP 2.250% 10/08/2019 100,591 99,528
    ORACLE CORP 2.950% 05/15/2025 50,054 47,847
    PPG INDS INC 3.600% 11/15/2020 102,932 100,852
    REPUBLIC SERVICES INC 2.900% 07/01/2026 93,393 94,323
    STARBUCKS CORP 3.850% 10/01/2023 102,920 101,544
    TEXAS INSTRS INC 2.750% 03/12/2021 100,407 99,396
    TJX COS INC 2.750% 06/15/2021 100,537 99,217
    UNION PAC CORP 2.950% 01/15/2023 25,506 24,535
    UNION PACIFIC CORP 1.800% 02/01/2020 100,602 98,699
    UNITEDHEALTH GROUP INC 2.875% 12/15/2021 99,713 99,677
    UNITEDHEALTH GROUP INC 3.100% 03/15/2026 23,863 24,127
    VERIZON COMMUNICATIONS INC 3.500% 11/01/2024 99,697 98,628
    WAL-MART STORES INC 3.300% 04/22/2024 30,233 30,088
    WASTE MANAGEMENT INC 3.125% 03/01/2025 97,083 97,116
    WELLS FARGO CO MTN BE 2.125% 04/22/2019 99,439 99,705
    WELLS FARGO CO 3.000% 01/22/2021 25,411 24,888
    CME GROUP INC. 3.000% 09/15/2022 50,780 49,835
    PROCTOR AND GAMBLE CO 3.100% 08/15/2023 103,236 100,902
    MICROSOFT CORP 2.700% 02/12/2025 74,569 72,742

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC.CL C 146,559 193,659
    AMBARELLA INC 63,517 36,729
    AMERICAN TOWER CORP 98,262 147,908
    APPLE INC 73,791 104,108
    CELGENE CORPORATION 131,269 76,908
    CITIGROUP INC 155,791 149,412
    COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A 85,873 101,885
    COLGATE-PALMOLIVE CO 94,978 82,435
    EDWARDS LIFESCIENCES CORP 47,382 92,668
    JOHNSON AND JOHNSON 43,206 49,039
    NIKE INC CL B 60,390 81,183
    PAYPAL HOLDINGS INC 44,198 118,567
    PEPSICO INC 82,470 97,775
    ROPER TECHNONLOGIES, INC. 69,083 107,941
    SALESFORCE.COM INC. 42,161 76,703
    SHERWIN-WILLIAMS COMPANY 46,380 74,757
    STARBUCKS 126,085 144,900
    STRYKER CORP 47,621 77,591
    SYNCHRONY FINANCIAL 83,292 70,380
    US BANCORP 83,028 90,029
    VISA INC CL A 118,973 194,612
    ADVANCED AUTO PARTS 43,615 60,622
    ALLY FINANCIAL INC 70,400 76,591
    DOLLAR GENERAL CORP 79,456 124,292
    HOLOGIC INC 66,968 64,322
    LABORATORY CORP OF AMERICA HOLDINGS 74,397 63,180
    MONDELEZ INTERNATIONAL INC CL A 158,661 143,307
    NESTLE SA ADR 70,521 66,783
    SABRE CORP 70,601 69,681
    TJX COMPANIES, INC 111,869 131,088
    AMAZON.COM INC 69,019 76,601
    BOOKING HOLDINGS INC 100,923 93,011
    FACEBOOK INC CL A 173,203 125,322

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    US Government Securities - End of Year Book Value:

    3,161,992
    US Government Securities - End of Year Fair Market Value:

    3,127,288
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN BEACON INTERNATIONAL EQUITY FUND AT COST 1,344,984 1,155,497
    DELAWARE EMERGING MARKETS FUND INTERNATIONAL AT COST 1,197,822 1,211,046
    FIDELITY DIVERSIFIED INTERNATIONAL FUND AT COST 640,491 560,923
    HARTFORD INTERNATIONAL OPPORTUNITIES Y AT COST 1,339,778 1,149,529
    ISHARES CORE S&P MIDCAP 400 INDEX AT COST 826,828 897,554
    ISHARES CORE S&P SMALLCAP 600 INDEX AT COST 738,186 772,225
    MATTHEWS PACIFIC TIGER FUND CL AT COST 1,259,320 1,208,691
    ISHARES CORE S&P 500 INDEX AT COST 8,481,553 9,544,825
    TEMPLETON GLOBAL BOND FUND ADVISOR CL AT COST 386,641 346,503
    FIDELITY ADVISOR DIVERSIFIED INTL Z AT COST 656,729 592,234
    VANGUARD S/T INFLATION PROTECTED SEC ADMIRAL AT COST 620,129 607,970

    TY 2018 OtherExpensesSchedule
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MICHIGAN ANNUAL REPORT 20 0   20
    MAINTENANCE OF ASSETS 1,543 0   1,543
    ADR FEES 17 17   0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GREENLEAF TRUST CUSTODIAL SERVICES 149,416 134,474   14,942


    TY 2018 TaxesSchedule
    Name:
    SUZANNE UPJOHN DELANO PARISH FOUNDATION
    EIN:
    38-2484268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 19,000 0   0
    FOREIGN TAX 12,709 12,709   0