Form990-PF
Click to see attachment

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE L & L EDUCATIONAL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)160 MCLEAN DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROMEO, MI48065
A Employer identification number

38-2785121
B Telephone number (see instructions)

(586) 336-1600
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$14,779,235J 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) 129,209
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 246,179 246,179  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 696,156
b Gross sales price for all assets on line 6a 4,490,295
7 Capital gain net income (from Part IV, line 2)... 773,039
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........ 1,071,544 1,019,218  
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 2,400 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,020 0   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 34,045 25,129   2,975
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,465 25,129   2,975
25 Contributions, gifts, grants paid....... 650,984 650,984
26 Total expenses and disbursements. Add lines 24 and 25 699,449 25,129   653,959
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 372,095
b Net investment income (if negative, enter -0-) 994,089
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 291,589 603,547 603,547
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)....... 10,278,125 Click to see attachment10,338,262 14,175,688
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,569,714 10,941,809 14,779,235
Liabilities 17 Accounts payable and accrued expenses..........    
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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 10,569,714 10,941,809
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,569,714 10,941,809
30 Total liabilities and net assets/fund balances (see instructions). 10,569,714 10,941,809
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,569,714
2
Enter amount from Part I, line 27a .....................
2
372,095
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,941,809
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 29 .
6
10,941,809
Form 990-PF (2020)
Form 990-PF (2020)
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 CHARLES SCHWAB P    
b CHARLES SCHWAB P    
c T ROWE PRICE BLUE CHIP GROWTH FUND 1 D    
d CAPITAL GAINS DIVIDENDS P    
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 779,249   738,870 40,379
b 3,392,237   2,951,060 441,177
c 107,410   27,326 80,084
d 211,399     211,399
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       40,379
b       441,177
c       80,084
d       211,399
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 2 773,039
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 13,818
c All other domestic foundations enter 1.39% 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 13,818
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 13,818
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 19,524
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 19,524
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 5,706
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,706 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletFDNWEB.ORG/LANDL/
    14
    The books are in care ofbulletMARGARET DOMENICK - MUSCAT Telephone no.bullet (586) 336-1600

    Located atbullet160 MCLEAN DRIVEROMEOMI ZIP+4bullet48065
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
    No
    .........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
    MARGARET DOMENICK-MUSCAT PRESIDENT
    15.00     		0 0 0
    160 MCLEAN DRIVE
    ROMEO,MI48065
    ARNOLD KUMMEROW TRUSTEE
    0.10     		0 0 0
    160 MCLEAN DRIVE
    ROMEO,MI48065
    JUSTIN L SCHUPP TRUSTEE
    0.10     		0 0 0
    160 MCLEAN DRIVE
    ROMEO,MI48065
    SUSAN LANE MULKA TRUSTEE
    0.10     		0 0 0
    160 MCLEAN DRIVE
    ROMEO,MI48065
    LESLE E COLE TRUSTEE
    0.10     		0 0 0
    160 MCLEAN DRIVE
    ROMEO,MI48065
    KATHERINE CLERMONT TREASURER
    0.25     		0 0 0
    160 MCLEAN DRIVE
    ROMEO,MI48065
    NANCY CAMPBELL TRUSTEE
    0.10     		0 0 0
    160 MCLEAN DRIVE
    ROMEO,MI48065
    TRACIE HACKEL SECRETARY
    0.25     		0 0 0
    160 MCLEAN DRIVE
    ROMEO,MI48065
    JAY KRAWCZYK VICE PRESIDENT
    0.25     		0 0 0
    160 MCLEAN DRIVE
    ROMEO,MI48065
    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 (2020)
    Form 990-PF (2020)
    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 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    12,676,915
    b
    Average of monthly cash balances.......................
    1b
    431,619
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,108,534
    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
    13,108,534
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    196,628
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,911,906
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    645,595
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    645,595
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    13,818
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,818
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    631,777
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    631,777
    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
    631,777
    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
    653,959
    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
    653,959
    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
    653,959
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 631,777
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 59,358
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 653,959
    a Applied to 2019, but not more than line 2a 59,358
    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 2020 distributable amount..... 594,601
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		37,176
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    SUSAN LANE MULKA
    LESLE E COLE
    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:
    L L EDUCATIONAL FOUNDATION
    160 MCLEAN DR
    ROMEO,MI48065
    (586) 336-1608
    bThe form in which applications should be submitted and information and materials they should include:
    REFER TO: HTTPS://FDNWEB.ORG/LANDL/
    cAny submission deadlines:
    REFER TO: HTTPS://FDNWEB.ORG/LANDL/
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    REFER TO: HTTPS://FDNWEB.ORG/LANDL/
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ALGER JASON
    228 BUBBA GUNTER RD
    WAGENER,SC29164     		NONE INDIVIDUAL EDUCATION 7,414
    APFEL DANA
    12908 EASTON CT
    UTICA,MI48315     		NONE INDIVIDUAL EDUCATION 7,406
    ARGUELLES JAVIER
    222 CHRISTOPHER STONE DR
    CAPAC,MI48014     		NONE INDIVIDUAL EDUCATION 2,901
    ARGUELLES MANUEL
    222 CHRISTOPHER STONE DR
    CAPAC,MI48014     		NONE INDIVIDUAL EDUCATION 7,000
    ARNOLD ASHLEY
    5375 LUM ROAD
    ATTICA,MI48412     		NONE INDIVIDUAL EDUCATION 2,743
    ARNOLD ELISE
    5375 LUM ROAD
    ATTICA,MI48412     		NONE INDIVIDUAL EDUCATION 7,000
    ARNOLD ELIZABETH
    5375 LUM ROAD
    ATTICA,MI48412     		NONE INDIVIDUAL EDUCATION -1,903
    ARNOLD KATHRYN
    5375 LUM ROAD
    ATTICA,MI48412     		NONE INDIVIDUAL EDUCATION 6,000
    BADRAK MADELINE
    20820 ERBEN STREET
    ST CLAIR SHORES,MI48081     		NONE INDIVIDUAL EDUCATION 8,000
    BASLOCK JOSEPH
    4371 MORIARTEY RD
    SNOVER,MI48472     		NONE INDIVIDUAL EDUCATION 240
    BEEMER HANNAH
    5305 ELK ST
    PECK,MI48466     		NONE INDIVIDUAL EDUCATION 3,123
    BOJOVIC VICTORIA
    53445 GREGORY DRIVE
    MACOMB,MI48042     		NONE INDIVIDUAL EDUCATION 3,000
    BROWN NICOLE
    3233 LAKE FOREST DR
    STERLING HEIGHTS,MI48314     		NONE INDIVIDUAL EDUCATION 5,000
    BRUNK RYLIE
    1919 MITCHELL LAKE ROAD
    ATTICA,MI48412     		NONE INDIVIDUAL EDUCATION 8,063
    CARRON HOLLY
    45803 GLEN CT
    MACOMB,MI48044     		NONE INDIVIDUAL EDUCATION 6,000
    CHILDERS LOGAN
    4301 MAPLE STREET
    BROWN CITY,MI48416     		NONE INDIVIDUAL EDUCATION 8,000
    COOMER SKYLER
    105 WEST FIFTH STREET
    IMLAY CITY,MI48444     		NONE INDIVIDUAL EDUCATION 2,611
    CRUMP WILLIAM
    2920 CEDAR RIDGE DR
    TROY,MI48084     		NONE INDIVIDUAL EDUCATION 5,000
    DECENA BRENDEN
    48851 MICHAYWE
    MACOMB,MI48044     		NONE INDIVIDUAL EDUCATION 7,000
    DIMKOVSKI MICHAEL
    16227 COLORADO DRIVE
    MACOMB,MI48042     		NONE INDIVIDUAL EDUCATION 5,000
    FEZZEY THOMAS
    57240 COVINGTON DR
    WASHINGTON,MI48094     		NONE INDIVIDUAL EDUCATION 6,964
    FIRESTONE KEITH
    8891 RUSSELL ST
    SHELBY TWP,MI48317     		NONE INDIVIDUAL EDUCATION 2,500
    FIRESTONE ZACKARY
    8891 RUSSELL ST
    SHELBY TWP,MI48317     		NONE INDIVIDUAL EDUCATION 6,000
    FRANZEL DANIELLE
    355 N GATES RD
    SANDUSKY,MI48471     		NONE INDIVIDUAL EDUCATION 3,000
    FRANZEL JENNA
    355 N GATES RD
    SANDUSKY,MI48471     		NONE INDIVIDUAL EDUCATION 3,500
    GONINO MICAELA
    57939 EMERALD COURT
    WASHINGTON,MI48094     		NONE INDIVIDUAL EDUCATION 5,137
    GONZALEZ GAVIN
    18342 TERESA DR
    MACOMB,MI48044     		NONE INDIVIDUAL EDUCATION 6,000
    HABLE ANNE
    77210 BROWN RD
    ROMEO,MI48065     		NONE INDIVIDUAL EDUCATION 5,000
    HABLE BRIDGET
    77210 BROWN RD
    ROMEO,MI48065     		NONE INDIVIDUAL EDUCATION 500
    HARRISON III EDWARD
    8941 HOUGHTON DRIVE
    STERLING HEIGHTS,MI48314     		NONE INDIVIDUAL EDUCATION 972
    HEAD MARLA
    390 ALMONT AVE
    ALMONT,MI48003     		NONE INDIVIDUAL EDUCATION 6,000
    HICKS CONNOR
    28690 OLD NORTH RIVER RD
    HARRISSON TWP,MI48045     		NONE INDIVIDUAL EDUCATION 5,000
    HOUSER ALEXANDRA
    16941 ROSEPOINTE
    MACOMB,MI48044     		NONE INDIVIDUAL EDUCATION 6,000
    IGNACIO MARYLYNN
    632 N MAIN ST
    ALMONT,MI48003     		NONE INDIVIDUAL EDUCATION 2,133
    JARMOLUK ALEXANDER
    78850 MCKAY RD
    ROMEO,MI48065     		NONE INDIVIDUAL EDUCATION 5,457
    JARMOLUK IVAN
    78850 MCKAY RD
    ROMEO,MI48065     		NONE INDIVIDUAL EDUCATION 784
    JARMOLUK KATARINA
    78850 MCKAY RD
    ROMEO,MI48065     		NONE INDIVIDUAL EDUCATION 8,000
    JOHNSON ANDREW
    3525 AUSTRIAN PINE WAY APT 17B
    PORTAGE,MI49024     		NONE INDIVIDUAL EDUCATION 1,068
    JONES JOELLE
    191 ENGLE STREET
    IMLAY CITY,MI48444     		NONE INDIVIDUAL EDUCATION 4,285
    KLEIN THERSEA
    518 WEST MILL STREET
    CAPAC,MI48014     		NONE INDIVIDUAL EDUCATION 4,000
    KNEPPER JULIA
    5814 NEWCASTLE CT
    WASHINGTON,MI48094     		NONE INDIVIDUAL EDUCATION 5,000
    KNEPPER KYLE
    5814 NEWCASTLE CT
    WASHINGTON,MI48094     		NONE INDIVIDUAL EDUCATION 5,000
    KOSAL NOAH
    677 STODDARD ROAD
    COLUMBUS,MI48063     		NONE INDIVIDUAL EDUCATION 4,000
    KOSAL OWEN
    677 STODDARD ROAD
    COLUMBUS,MI48063     		NONE INDIVIDUAL EDUCATION 6,735
    LEWIS REILLY
    57383 CIDER DR
    WASHINGTON,MI48094     		NONE INDIVIDUAL EDUCATION 5,000
    LI TRACY
    1740 FIRESIDE DRIVE
    TROY,MI48098     		NONE INDIVIDUAL EDUCATION 5,000
    LIGON ALEXA
    8325 BOARDMAN RD
    ALMONT,MI48003     		NONE INDIVIDUAL EDUCATION 5,000
    LIGON BRAM
    310 CLAIRHILL DR
    ROCHESTER HILLS,MI48309     		NONE INDIVIDUAL EDUCATION 5,000
    LOUWSMA DAVID
    6841 WAGNER RD
    IMLAY CITY,MI48444     		NONE INDIVIDUAL EDUCATION 6,000
    MADAUS EMILY
    37508 ROBERT DR
    RICHMOND,MI48062     		NONE INDIVIDUAL EDUCATION 6,670
    MADAUS SAMANTHA
    37508 ROBERT DR
    RICHMOND,MI48062     		NONE INDIVIDUAL EDUCATION 6,934
    MAKUCH YOLANDA
    7455 DEER CREEK DR
    SWARTZ CREEK,MI48473     		NONE INDIVIDUAL EDUCATION 4,500
    MANCINI CLAIRE
    49354 MONARCH DRIVE
    MACOMB TWP,MI48044     		NONE INDIVIDUAL EDUCATION 5,000
    MARION HUNTER
    1409 WINNIE DR
    OXFORD,MI48371     		NONE INDIVIDUAL EDUCATION 2,472
    MARION NICOLE
    1409 WINNIE DR
    OXFORD,MI48371     		NONE INDIVIDUAL EDUCATION 8,184
    MIRACLE TRAVIS
    7069 STERLING RD
    YALE,MI48097     		NONE INDIVIDUAL EDUCATION 6,000
    NANTZ SAMANTHA
    3677 WASHINGTON ROAD
    CARSONVILLE,MI48419     		NONE INDIVIDUAL EDUCATION 6,000
    NELLENBACHSELENA
    5141 CLEAR LAKE RD
    NORTH BRANCH,MI48461     		NONE INDIVIDUAL EDUCATION 3,000
    NEWSON MADISON
    6198 EWALT RD
    IMLAY CITY,MI48444     		NONE INDIVIDUAL EDUCATION 6,000
    OGDEN GABRIELLE
    5716 LAKESHORE RD
    FORT GRATIOT,MI48059     		NONE INDIVIDUAL EDUCATION 6,000
    REVOLDT DREW
    6623 HOUGH RD
    ALMONT,MI48003     		NONE INDIVIDUAL EDUCATION 2,832
    RICE RACHEL
    17445 UTICA OAKS LANE
    ROSEVILLE,MI48066     		NONE INDIVIDUAL EDUCATION -257
    RODGERS BRANDON
    3440 PINE RIDGE
    BURTON,MI48519     		NONE INDIVIDUAL EDUCATION 2,592
    RODRIGUEZ ADRIANA
    7424 DRYDEN ROAD
    ALMONT,MI48003     		NONE INDIVIDUAL EDUCATION 7,500
    ROSSEAU REILLY
    2933 KINGS MILL ROAD
    LAPEER,MI48446     		NONE INDIVIDUAL EDUCATION 7,000
    ROSSER MORAGAN
    950 W MILLER RD
    SANDUSKY,MI48423     		NONE INDIVIDUAL EDUCATION 3,500
    ROSSOL NATHAN
    67265 RACHAEL LANE
    WASHINGTON,MI48095     		NONE INDIVIDUAL EDUCATION 7,000
    ROTKIEWICZ MATTHEW
    11293 CHAPMAN COURT
    BRUCE TWP,MI48065     		NONE INDIVIDUAL EDUCATION 5,000
    ROTKIEWICZ THEO
    11293 CHAPMAN COURT
    BRUCE TWP,MI48065     		NONE INDIVIDUAL EDUCATION 2,500
    RUGENSTEIN HALEY
    3405 HAINES RD
    ATTICA,MI48412     		NONE INDIVIDUAL EDUCATION 7,000
    SCHRAMM MAKANNA
    75400 MACKEY ROAD
    RICHMOND,MI48062     		NONE INDIVIDUAL EDUCATION 8,000
    SELEWONIK DYLAN
    1424 WHISPERING WOODS LANE
    MARYSVILLE,MI48040     		NONE INDIVIDUAL EDUCATION 8,000
    SENYK SCOUT
    222 CLARKSTON CT
    CAPAC,MI48014     		NONE INDIVIDUAL EDUCATION 7,000
    SHARROW HALEY
    1424 WHISPERING WOODS LANE
    MARYSVILLE,MI48040     		NONE INDIVIDUAL EDUCATION 2,958
    SLY ASHLEY
    416 ALMONT AVE
    ALMONT,MI48003     		NONE INDIVIDUAL EDUCATION 2,500
    SMITH AUTUMN
    13940 FETTY ST
    ALLENTON,MI48002     		NONE INDIVIDUAL EDUCATION 6,000
    SMITH BLAKE
    13940 FETTY ST
    ALLENTON,MI48002     		NONE INDIVIDUAL EDUCATION 5,585
    SOAVE ALEXIS
    508 HAMILTON AVE
    ALMONT,MI48003     		NONE INDIVIDUAL EDUCATION 7,500
    SOAVE ALYSSA
    508 HAMILTON AVE
    ALMONT,MI48003     		NONE INDIVIDUAL EDUCATION 3,000
    SPENCER KAYLA
    354 PHESANT DR
    CAPAC,MI48014     		NONE INDIVIDUAL EDUCATION 4,000
    SPENCER ZOE
    354 PHESANT DR
    CAPAC,MI48014     		NONE INDIVIDUAL EDUCATION 10,000
    THOMAS MAYA
    44653 BAYVIEW APT 23201
    CLINTON TOWNSHIP,MI48038     		NONE INDIVIDUAL EDUCATION 6,000
    THOMPSON KYRA
    111 SQUIRES CREEK ROAD
    SIMPSONVILLE,SC29681     		NONE INDIVIDUAL EDUCATION 5,000
    VAZANA EMMA
    1049 AUTUMNVIEW COURT
    ROCHESTER,MI48307     		NONE INDIVIDUAL EDUCATION 5,000
    VIAENE ETHAN
    5662 CASEY ROAD
    DRYDEN,MI48428     		NONE INDIVIDUAL EDUCATION 6,000
    WALKER NICHOLAS
    27820 28 MILE ROAD
    LENOX,MI48048     		NONE INDIVIDUAL EDUCATION 6,000
    WALKER WILLIAM
    27820 28 MILE ROAD
    LENOX,MI48048     		NONE INDIVIDUAL EDUCATION 6,000
    WEISHAAR CAITLIN
    28954 31 MILE RD
    LENOX,MI48050     		NONE INDIVIDUAL EDUCATION 7,000
    WENDORF JACOB
    4943 SHOEMAKER RD
    ALMONT,MI48003     		NONE INDIVIDUAL EDUCATION 7,000
    WERKMEISTER MEGAN
    25861 CONCORD RD
    HUNTINGTON WOODS,MI48070     		NONE INDIVIDUAL EDUCATION 5,000
    WHITE CALEB
    5113 TWIN LAKES DRIVE
    KIMBALL,MI48074     		NONE INDIVIDUAL EDUCATION 7,000
    WHITE JERAMEE
    2144 COVE RD
    WALES,MI48027     		NONE INDIVIDUAL EDUCATION 6,000
    WILEY SCOTT
    277 MICHIGAN AVENUE
    PONTIAC,MI48342     		NONE INDIVIDUAL EDUCATION 1,872
    WILLIAMS CARLY JO
    30 REBECCA STREET PO BOX 164
    PECK,MI48466     		NONE INDIVIDUAL EDUCATION 1,895
    WOODY JOEL
    3511 TARA DR
    HIGHLAND,MI48356     		NONE INDIVIDUAL EDUCATION 2,072
    YAROCH CAITLIN
    7720 SOUTH ESTON RD
    CLARKSTON,MI48348     		NONE INDIVIDUAL EDUCATION 3,000
    ABOONA RENEE
    1898 FLAGSTONE CIR
    ROCHESTER,MI48307     		NONE INDIVIDUAL EDUCATION 500
    ALGER SETH
    229 BUBBA GUNTER RD
    WAGENER,SC29164     		NONE INDIVIDUAL EDUCATION 2,604
    APFEL CHRISTOPHER
    12908 EASTON CT
    UTICA,MI48315     		NONE INDIVIDUAL EDUCATION 6,818
    BALSAM ELIZABETH
    12875 EXCALIBUR LANE
    ROMEO,MI48065     		NONE INDIVIDUAL EDUCATION 5,000
    BEEMER BAILEY
    5305 ELK ST
    PECK,MI48466     		NONE INDIVIDUAL EDUCATION 1,116
    BEHL BROOKE
    60589 PENNINGTON WAY
    ROCHESTER,MI48306     		NONE INDIVIDUAL EDUCATION 6,000
    BEHL JACK
    60589 PENNINGTON WAY
    ROCHESTER,MI48306     		NONE INDIVIDUAL EDUCATION 6,000
    BOJOVIC ANTHONY
    53445 GREGORY DRIVE
    MACOMB,MI48042     		NONE INDIVIDUAL EDUCATION 1,036
    CARRON ALAINA
    11121 OXBOW ST
    LIVONIA,MI48150     		NONE INDIVIDUAL EDUCATION 500
    CASTILLO NATHAN
    6913 CLEAR LAKE ROAD
    IMLAY CITY,MI48444     		NONE INDIVIDUAL EDUCATION 8,000
    CHUHRAN MICHAEL
    1610 EDSEL ST
    TRENTON,MI48183     		NONE INDIVIDUAL EDUCATION 5,000
    CROSS HALEY
    2750 KOYLETTE ROAD
    MARLETTE,MI48453     		NONE INDIVIDUAL EDUCATION 6,000
    CRUMP JULIA
    2920 CEDAR RIDGE DR
    TRENTON,MI48084     		NONE INDIVIDUAL EDUCATION 5,000
    FINN ETHAN
    73922 GOULD RD
    ROMEO,MI48065     		NONE INDIVIDUAL EDUCATION 3,091
    FINNERTY CONNOR
    1200 BELLWOOD CT
    OXFORD,MI48371     		NONE INDIVIDUAL EDUCATION 5,000
    FORSTNER MADISON
    11685 IMLAY CITY RD
    EMMETT,MI48022     		NONE INDIVIDUAL EDUCATION 5,000
    GRANZ CALEY
    6472 MAIN ST APT 2
    CASS CITY,MI48726     		NONE INDIVIDUAL EDUCATION 3,500
    GRAVES MARANDA
    11161 SCOTT ST
    WASHINGTON,MI48094     		NONE INDIVIDUAL EDUCATION 7,000
    GREENMAN HAILEY
    7541 CLEARLAKE RD
    BROWN CITY,MI48416     		NONE INDIVIDUAL EDUCATION 1,490
    JARMOLUK MAXIM
    78850 MCKAY RD
    ROMEO,MI48065     		NONE INDIVIDUAL EDUCATION 7,000
    KULKARNI ABHISHEK
    2438 JOHN R ROAD
    TROY,MI48063     		NONE INDIVIDUAL EDUCATION 500
    LIGON TRENT
    8325 BOARDMAN RD
    ALMONT,MI48003     		NONE INDIVIDUAL EDUCATION 5,000
    MACIAG NATALIE
    6848 SWARTOUT
    CLAY TOWNSHIP,MI48001     		NONE INDIVIDUAL EDUCATION 2,500
    OGDEN PATRICK
    5716 LAKESHORE RD
    FORT GRATIOT,MI48059     		NONE INDIVIDUAL EDUCATION 7,000
    SCHULTZ CHEYENNE
    11768 CASCADE CIR
    ROMEO,MI48065     		NONE INDIVIDUAL EDUCATION 5,151
    SENYK SAGE
    222 CLARKSTON CT
    CAPAC,MI48014     		NONE INDIVIDUAL EDUCATION 7,000
    ALMONT COMMUNITY SCHOOLS
    401 CHURCH STREET
    ALMONT,MI48003     		NONE PUBLIC CHARITY EDUCATION 5,000
    ARMADA AREA SCHOOLS
    74500 BURK STREET
    ARMADA,MI48005     		NONE PUBLIC CHARITY EDUCATION 5,000
    BROWN CITY COMMUNITY SCHOOLS
    4349 SECOND STREET PO BOX 160
    BROWN CITY,MI48416     		NONE PUBLIC CHARITY EDUCATION 5,000
    CAPAC COMMUNITY SCHOOLS
    541 N GLASSFORD ST
    CAPAC,MI48014     		NONE PUBLIC CHARITY EDUCATION 5,000
    DRYDEN COMMUNITY SCHOOLS
    3866 ROCHESTER RD
    DRYDEN,MI48428     		NONE PUBLIC CHARITY EDUCATION 5,000
    IMLAY CITY COMMUNITY SCHOOLS
    634 W BORLAND RD
    IMLAY CITY,MI48444     		NONE PUBLIC CHARITY EDUCATION 5,000
    LAPEER COMMUNITY SCHOOLS
    250 SECOND STREET
    LAPEER,MI48446     		NONE PUBLIC CHARITY EDUCATION 4,736
    MARLETTE COMMUNITY SCHOOLS
    6230 EUCLID STREET
    MARLETTE,MI48453     		NONE PUBLIC CHARITY EDUCATION 5,000
    MEMPHIS COMMUNITY SCHOOLS
    PO BOX 201
    MEMPHIS,MI48041     		NONE PUBLIC CHARITY EDUCATION 5,000
    NORTH BRANCH AREA SCHOOLS
    6655 JEFFERSON STREET NORTH
    NORTH BRANCH,MI48461     		NONE PUBLIC CHARITY EDUCATION 5,000
    OXFORD COMMUNITY SCHOOLS
    10 N WASHINGTON
    OXFORD,MI48371     		NONE PUBLIC CHARITY EDUCATION 5,000
    RICHMOND COMMUNITY SCHOOLS
    35276 DIVISION
    RICHMOND,MI48062     		NONE PUBLIC CHARITY EDUCATION 5,000
    ROMEO COMMUNITY SCHOOLS
    3169 NORTH MAIN STREET
    ROMEO,MI48065     		NONE PUBLIC CHARITY EDUCATION 5,000
    Total .................................bullet 3a 650,984
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 246,179  
    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 ............     		    18 696,156  
    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).. 0 942,335 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    942,335
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    Name of the organization
    THE L & L EDUCATIONAL FOUNDATION
     
    Employer identification number

    38-2785121
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE L & L EDUCATIONAL FOUNDATION
          		Employer identification number
    38-2785121
    Part I
    Contributors
    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
    DEBRA LANE
     
    8449 N 79TH STREET
     
    LONGMONT, CO80503

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    SUSAN LANE
     
    1271 ROMNEY ROAD
     
    BLOOMFIELD HILLS, MI48304

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    W EUGENE LANE
     
    13261 BURGUNDY DRIVE SOUTH
     
    PALM BEACH GARDENS, FL33410

    		$ 104,209


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE L & L EDUCATIONAL FOUNDATION
          		Employer identification number

    38-2785121
    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
    3
    		 SHARES OF STOCK $ 104,209 2020-07-20
    (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
     
    		$    
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE L & L EDUCATIONAL FOUNDATION
          		Employer identification number

    38-2785121
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE L & L EDUCATIONAL FOUNDATION
    EIN:
    38-2785121
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & TAX PREPARATION FEES 2,400 0   0

    TY 2020 GeneralExplanationAttachment
    Name:
    THE L & L EDUCATIONAL FOUNDATION
    EIN:
    38-2785121
    Identifier Return Reference Explanation
    NON-CASH CONTRIBUTION RECEIVED FORM 990-PF, PART IV, LINE 1C THE L & L EDUCATIONAL FOUNDATION RECEIVED A NONCASH CONTRIBUTION OF 700 SHARES OF T ROWE PRICE BLUE CHIP GROWTH FUND I (TBCIX), VALUED AT $148.87 PER SHARE FOR A TOTAL FAIR MARKET VALUE OF $104,209, WHICH IS INCLUDED AS CONTRIBUTIONS IN PART I, LINE 1. THE STOCK WAS RECEIVED ON JULY 20, 2020 AND SOLD ON AUGUST 18, 2020. THE COST BASIS OF THE DONATED STOCK WAS $27,326.07.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE L & L EDUCATIONAL FOUNDATION
    EIN:
    38-2785121
    Name of Stock End of Year Book Value End of Year Fair Market Value
    11875.235 SHS AMERICAN FD EUROPACIFIC GROWTH FUND 495,165 823,666
    18907.213 SHS BRANDYWINEGLOBAL GLBL 208,398 225,752
    8638.931 SHS PRIMECAP ODYSSEY AGGR GROWTH FD 274,113 463,651
    9852.229 SHS DFA EMERGING MARKETS PORT INSTL 266,662 321,774
    82679.136 SHS WESTERN ASSET CORE PLUS BD FD IS 973,766 1,038,450
    10128.195 SHS AMERICAN BEACON SMALL CAP VALUE 215,828 254,116
    10895.012 SHS T ROWE PRICE BLUE CHIP GROWTH FUND 557,513 1,807,482
    8927.094 SHS MATTHEWS PACIFIC TIGER FUND INSTL 246,527 311,556
    4572.319 SHS GOLDMAN SACHS SMALL CAP VALUE FUND 220,964 254,084
    12008.235 SHS JPMORGAN MID CAP VALUE INST 255,483 443,584
    4876.039 SHS VANGUARD INSTL INDEX FUND 844,163 1,616,261
    18272.290 SHS DODGE & COX INTERNATIONAL STOCK FUND 610,238 798,499
    69885.092 SHS DODGE & COX INCOME FUND 974,552 1,023,817
    5318.077 SHS T ROWE PRICE NEW HORIZON FUND 228,638 439,007
    35586.401 SHS AMERICAN FD WA MUTUAL INV FD CL F3 1,568,945 1,783,946
    13999.000 VANGUARD TOTAL BOND MKT INDEX 1,211,495 1,234,572
    29074.965 SHS PGIM GLOBAL TOTAL RETURN Z 206,723 212,247
    71036.323 SHS VANGUARD HIGH YIELD CORP FUND ADMIRAL SHARE 406,934 424,797
    2837.000 SHS ISHARES CORE S&P MID-CAP ETF 542,648 652,028
    135 SHS VANGUARD S&P 500 ETF 29,507 46,399

    TY 2020 OtherExpensesSchedule
    Name:
    THE L & L EDUCATIONAL FOUNDATION
    EIN:
    38-2785121
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMITTEE MEMBER COMPENSATION 2,975 0   2,975
    FOUNDATION SOFTWARE, SUPPORT & TRAINING 5,838 0   0
    BANK FEES 103 0   0
    INVESTMENT MANAGEMENT FEE 25,129 25,129   0


    TY 2020 TaxesSchedule
    Name:
    THE L & L EDUCATIONAL FOUNDATION
    EIN:
    38-2785121
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MICHIGAN ANNUAL REPORT 20 0   0
    FEDERAL EXCISE TAX 12,000 0   0