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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
AMERICANA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)28115 MEADOWBROOK ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NOVI, MI48377
A Employer identification number

38-2269431
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$23,362,515J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 312,624 312,624  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,274,958
b Gross sales price for all assets on line 6a 6,326,906
7 Capital gain net income (from Part IV, line 2)... 2,274,958
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 4,087 4,087  
12 Total. Add lines 1 through 11........ 2,591,669 2,591,669  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 184,243 9,212   175,031
14 Other employee salaries and wages...... 2,963 148   2,815
15 Pension plans, employee benefits....... 19,873 994   18,879
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 28,442 0   28,442
c Other professional fees (attach schedule).... Click to see attachment 84,289 84,289   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,364 0   0
19 Depreciation (attach schedule) and depletion... 171 0  
20 Occupancy.............. 4,800 0   4,800
21 Travel, conferences, and meetings....... 11,339 0   11,339
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 34,610 719   33,891
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 388,094 95,362   275,197
25 Contributions, gifts, grants paid....... 683,939 683,939
26 Total expenses and disbursements. Add lines 24 and 25 1,072,033 95,362   959,136
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,519,636
b Net investment income (if negative, enter -0-) 2,496,307
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 300,626 247,777 247,777
2 Savings and temporary cash investments......... 69,782 99,984 99,984
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   751,956    
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)....... 14,228,863 Click to see attachment14,968,548 14,968,548
c Investments—corporate bonds (attach schedule)....... 3,371,276 Click to see attachment3,359,939 3,359,939
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,742,117 Click to see attachment3,996,659 3,996,659
14 Land, buildings, and equipment: basis bullet707,109
Less: accumulated depreciation (attach schedule) bullet36,454 665,157 Click to see attachment670,655 670,655
15 Other assets (describe bullet) Click to see attachment4,953 Click to see attachment18,953 Click to see attachment18,953
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,134,730 23,362,515 23,362,515
Liabilities 17 Accounts payable and accrued expenses.......... 47 3,148
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment173,659 Click to see attachment55,864
23 Total liabilities (add lines 17 through 22)......... 173,706 59,012
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........... 21,961,024 23,303,503
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)..... 21,961,024 23,303,503
30 Total liabilities and net assets/fund balances (see instructions). 22,134,730 23,362,515
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
21,961,024
2
Enter amount from Part I, line 27a .....................
2
1,519,636
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,480,660
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
177,157
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
23,303,503
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAIN DISTRIBUTION      
b PUBLICLY TRADED SECURITIES      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 685,622     685,622
b 5,641,284   4,051,948 1,589,336
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       685,622
b       1,589,336
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 2,274,958
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 34,699
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 34,699
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 12,360
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 27,200
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,560
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 56
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 4,805
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet4,805 RefundedBullet 11 0
Part VI-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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.AMERICANAFOUNDATION.ORG
    14
    The books are in care ofbulletKATHRYN BUCKNER Telephone no.bullet (248) 347-3863

    Located atbullet28115 MEADOWBROOK ROADNOVIMI ZIP+4bullet48377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KATHRYN HARPER TRUSTEE
    3.00     		3,750 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    GARY RENTROP TRUSTEE
    3.00     		3,000 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    JONATHAN THOMAS TRUSTEE
    3.00     		5,750 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    JUMANA VASI TRUSTEE
    3.00     		1,500 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    MATTHEW WAWRO TREASURER
    3.00     		3,750 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    RICK FOSTER VICE PRESIDENT
    2.00     		2,250 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    ROBERT JANSON PRESIDENT
    4.00     		6,750 0 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    KATHRYN BUCKNER EXECUTIVE DIRECTOR
    50.00     		144,427 13,066 0
    28115 MEADOWBROOK ROAD
    NOVI,MI48377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    21,840,335
    b
    Average of monthly cash balances.......................
    1b
    206,878
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,047,213
    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
    22,047,213
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    330,708
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    21,716,505
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,085,825
    Part X
    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 IX, line 6..................
    1
    1,085,825
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    34,699
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    34,699
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,051,126
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,051,126
    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 XII, line 1 ...
    7
    1,051,126
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,051,126
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 238,175
    b From 2017...... 242,005
    c From 2018...... 372,787
    d From 2019...... 73,929
    e From 2020......  
    f Total of lines 3a through e ........ 926,896
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 959,136
    a Applied to 2020, 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 2021 distributable amount..... 959,136
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 91,990 91,990
    (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 5 834,906
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		146,185
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		688,721
    10 Analysis of line 9:
    a Excess from 2017.... 242,005
    b Excess from 2018.... 372,787
    c Excess from 2019.... 73,929
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KATHRYN BUCKNER
    28115 MEADOWBROOK
    NOVI,MI48377
    (248) 347-3863
    bThe form in which applications should be submitted and information and materials they should include:
    THE GRANT APPLICATION FORM AND INFORMATION IS AVAILABLE AT HTTP://AMERICANAFOUNDATION.ORG/GUIDELINES.ASP
    cAny submission deadlines:
    GRANT REQUESTS ARE DUE JANUARY 8TH, APRIL 1ST, JULY 1ST AND OCTOBER 1ST.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION MAKES GRANTS ONLY TO NONPROFIT ORGANIZATIONS THAT HAVE BEEN DETERMINED BY THE IRS TO BE CHARITABLE, SCIENTIFIC OR EDUCATIONAL AND ARE TAX EXEMPT UNDER IRC SECTION 501(C)(3) AND NOT A PRIVATE FOUNDATION. NONPROFIT ORGANIZATIONS THAT ARE LOCATED OR OPERATE WITHIN THE STATE OF MICHIGAN ARE A PRIORITY OF THE FOUNDATION.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AMERICAN FARMLAND TRUST
    1150 CONNECTICUT AVE NW SUITE 600
    WASHINGTON,DC20036     		  PC GENERATING INVESTMENTS IN POLLINATOR HABITAT ON PROTECTED MICHIGAN FARMLAND THROUGH THE EXPANSION OF THE FARMLAND POLLINATOR PROTECTION PROGRAM 18,500
    ASBURY COMMUNITY DEVELOPMENT CORPORATION
    1653 DAVIDSON RD
    FLINT,MI48506     		  PC FEED FLINT 20,000
    CENTRAL LAKE SUPERIOR WATERSHED PARTNERS
    2 PETER WHITE DRIVE PRESQUE ISLE
    PARK
    MARQUETTE,MI49855     		  PC THE MOST REMOTE LIGHTHOUSE IN NORTH AMERICA; A MICHIGAN MODEL FOR COMMUNITY BASED HISTORIC PRESERVATION 10,000
    CENTRAL LAKE SUPERIOR WATERSHED PARTNERS
    2 PETER WHITE DRIVE PRESQUE ISLE
    PARK
    MARQUETTE,MI49855     		  PC UPPER PENINSULA COMMUNITY NATIVE PLANT AND SEED BANK PROJECT 22,500
    CHARTER TOWNSHIP OF CALUMET
    25880 RED JACKET ROAD
    CALUMET,MI49913     		  PC REPAIR/REPOINTING MORTAR 10,000
    COLONIAL WILLIAMSBURG FOUNDATION
    401 W DUKE OF GLOUCESTER ST
    WILLIAMSBURG,VA23185     		  PC FROM AFRICAN AMERICAN HANDS 47,184
    CROOKED TREE ARTS COUNCIL
    322 6TH ST
    TRAVERSE CITY,MI49684     		  PC MICHIGAN: AN AMERICAN PORTRAIT FILM PROJECT 25,000
    CROSSHATCH CENTER FOR ART & ECOLOGY
    PO BOX 929
    BELLAIRE,MI49615     		  PC RESTORING TRIBUNAL STREAMS IN THE FRUITBELT OF NORTHERN MICHIGAN-A NEW DOCUMENTARY FILM 10,000
    DIPLOMATIC RECEPTION ROOMS
    2201 C STREET NW
    WASHINGTON,DC20520     		  PC OBJECTIVE-BASED LEARNING TRAINING VIDEOS 30,000
    EARTH UNIVERSITY FOUNDATION
    3525 PIEDMONT RD NE 520
    ATLANTA,GA30305     		  PC EARTH SCHOLARSHIP FUND 15,000
    EARTH UNIVERSITY FOUNDATION
    3525 PIEDMONT RD NE 520
    ATLANTA,GA30305     		  PC COVID RELIEF 25,000
    EDIBLE FLINT
    605 N SAGINAW ST SUITE 1A
    FLINT,MI48502     		  PC EDIBLE FLINT EDUCATIONAL FARM AND GARDEN STARTERS 25,000
    EDISON INSTITUTE
    701 PENNSYLVANIA AVENUE NW
    WASHINGTON,DC200042696     		  PC NEW DRAMATIC PERFORMANCE FOR THE DETROIT CENTRAL FARMERS MARKET 10,000
    EDSEL AND ELEANOR FORD HOUSE
    1100 LAKE SHORE RD
    GROSSE POINTE SHORES,MI48236     		  PC STRENGTHENING SMALL MUSEUMS 6,000
    EXPONENT PHILANTHROPY
    1720 N ST
    WASHINGTON,DC20036     		  PC OPERATING SUPPORT FOR PHILANTHROPY 1,000
    FOR LOVE OF WATER (FLOW)
    153 1/2 E FRONT ST
    TRAVERSE CITY,MI49684     		  PC ENGAGING THE NEXT GENERATION OF GREAT LAKES ADVOCATES 7,500
    HEALTH UNIT ON DAVISON AVENUE
    13240 WOODROW WILSON ST
    DETROIT,MI48238     		  PC HUDA URBAN GARDEN REJUVENATION 10,000
    HENRY FORD ESTATE
    1 FAIR LN DR
    DEARBORN,MI48128     		  PC FUNDING FOR A COLLECTIONS SPECIALIST 17,500
    HISTORICAL SOCIETY OF MICHIGAN
    5815 EXECUTIVE DRIVE
    LANSING,MI48911     		  PC BOOSTING PARTICIPATION OF STUDENTS OF COLOR AND OTHER UNDERSERVED STUDENTS IN THE METRO DETROIT REGION IN THE YEARLONG MICHIGAN HISTORIC DAY ACEDEMIC COMPETITION PROGRAM CORDINATED BY THE HISTORICAL SOCIETY OF MICHIGAN 15,000
    KALAMAZOO NATURE CENTER
    7000 N WESTNEDGE AVE
    KALAMAZOO,MI49009     		  PC AN INTERPRETATION PROGRAM TO HONOR THE LEGACY OF NATIVE AMERICAN AND BLACK FARMERS BY EXPLAINING AND DEMONSTRATING THEIR AGRICULTURAL CROPS AND PRACTICES AT DELANO HOMESTEAD 25,000
    MAKE FOOD NOT WASTE
    8625 E JEFFERSON AVE
    DETROIT,MI48214     		  PC THE UPCYCLING KITCHEN 15,000
    MICHIGAN STATE UNIVERSITY
    220 TROWBRIDGE RD
    EAST LANSING,MI48824     		  PC 2021 MSU TOLLGATE FARM & EDUCATION CENTER OPERATIONS & PROGRAM SUPPORT 116,000
    MICHIGAN STATE UNIVERSITY
    220 TROWBRIDGE RD
    EAST LANSING,MI48824     		  PC 2021 IMPROVING WHEELCHAIR ACCESS AT TOLLGATE 500
    MICHIGAN STATE UNIVERSITY
    220 TROWBRIDGE RD
    EAST LANSING,MI48824     		  PC 2021 VOLUNTEER PICNIC AT TOLLGATE FARM 330
    MICHIGAN STATE UNIVERSITY
    220 TROWBRIDGE RD
    EAST LANSING,MI48824     		  PC THOMAS RANGER MEMORIAL FUND 5,003
    MICHIGAN STATE UNIVERSITY
    220 TROWBRIDGE RD
    EAST LANSING,MI48824     		  PC 2021 TOLLGATE GARDEN FUND-TEAK BENCH IN HONOR OF GARDEN VOLUNTEER RENEE COTTRELL 922
    MICHIGAN STATE UNIVERSITY
    220 TROWBRIDGE RD
    EAST LANSING,MI48824     		  PC 2021 IMPROVING ACCESS FOR PERSONS WITH LIMITED MOBILITY 10,000
    OLD STURBRIDGE VILLAGE INC
    1 OLD STURBRIDGE VILLAGE RD
    STURBRIDGE,MA01566     		  PC HERITAGE FARMING PROGRAM FOR MIDDLE SCHOOL YOUTH (JOURNEY THROUGH FOOD) 25,000
    SIX RIVERS LAND CONSERVANCY
    4480 ORION ROAD PAINT CREEK CIDER
    MILL 2ND FLOOR
    ROCHESTER,MI48306     		  PC SIX RIVERS LAND CONSERVANCY WATER QUALITY IMPACT PILOT PROGRAM 25,000
    ST JAMES EPISCOPAL CHURCH
    355 W MAPLE RD
    BIRMINGHAM,MI48009     		  PC MEMORIAL GIFT: MRS. LIVY 2021 25,000
    THOMAS JEFFERSON FOUNDATION INC
    931 THOMAS JEFFERSON PARKWAY
    CHARLOTTESVILLE,VA22902     		  PC MONTICELLO CURATORIAL INTERNSHIP 50,000
    TINY SEED PROJECT
    154 SILVER ROAD
    EAST HARDWICK,VT05836     		  PC WAAWIIATANONG FOODWAYS PRESERVATION 5,000
    VILLAGE OF CALUMET
    340 6TH STREET
    CALUMET,MI49913     		  PC DRAINAGE, PAVING, AND DRIVEWAY REPAIRS AT THE REAR ENTRANCE TO THE CC FIREFIGHTERS HISTORY MUSEUM BUILDING 10,000
    WDET
    4600 CASS AVENUE
    DETROIT,MI48201     		  PC TELLING THE STORIES OF DETROIT'S ENVIORNMENTAL UNSUNG HEROES 18,000
    WINTERTHUR MUSEUM GARDEN & LIBRARY
    5105 KENNETT PIKE
    WINTERTHUR,DE19735     		  PC EMPLOYING AN EARLY-CAREER FURNITURE CONSERVATOR TO CONSERVE A LATE-17TH CENRURY KAS 25,000
    WINTERTHUR MUSEUM GARDEN & LIBRARY
    5105 KENNETT PIKE
    WINTERTHUR,DE19735     		  PC THE WONDER OF WOOD: DECORATIVE INLAY AND MARQUETRY IN EUROPE AND AMERICA 1650-1900 3,000
    Total .................................bullet 3a 683,939
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 2,274,958  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS INCOME     		900001   14 4,087  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 2,591,669 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,591,669
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 28,442 0   28,442

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS - DODGE & COX INCOME FUND 1,664,582 1,664,582
    CORPORATE BONDS - DOUBLELINE TOTAL RETURN 1,695,357 1,695,357

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE INC 36,860 36,860
    AFLAC INC 19,327 19,327
    ALPHABET INC 110,088 110,088
    AMERICAN WATER WORKS 19,641 19,641
    AMERN TOWER CORP 21,645 21,645
    APPLE INC 146,318 146,318
    ARTISAN INTL FUND INV 1,231,951 1,231,951
    ASML HLDGS NV 26,273 26,273
    ASTRAZENECA PLC 21,844 21,844
    AUTODESK INC 29,806 29,806
    AVALONBAY CMNTYS INC 12,377 12,377
    AVANGRID INC 18,705 18,705
    BANK OF AMERICA CORP 53,610 53,610
    BAXTER INTERNTNL 13,992 13,992
    CBRE GROUP INC 26,693 26,693
    COSTCO WHOLESALE CO 36,901 36,901
    CVS HEALTH CORP 23,520 23,520
    DEERE & CO 21,602 21,602
    DFA INTL CORE EQTY PORT 1,593,820 1,593,820
    DODGE & COX STOCK FUND 2,274,629 2,274,629
    EATON CORP PLC 36,465 36,465
    ECOLAB INC 20,175 20,175
    FIRST REPUBLIC BANK 24,575 24,575
    FIRST SOLAR INC 11,505 11,505
    HARBOR CAP APPRECIATION 1,541,783 1,541,783
    HARDING LOEVNER EMERGING 1,081,030 1,081,030
    HOME DEPOT INC 38,181 38,181
    INTL FLAVORS& FRAGRA 20,036 20,036
    IQVIA HOLDINGS INC 36,678 36,678
    J B HUNT TRANSPORT 23,915 23,915
    KEYCORP INC 32,821 32,821
    MASTERCARD INC 47,071 47,071
    MC CORMICK & CO INC 22,317 22,317
    MEDTRONIC PLC 13,759 13,759
    MERCK & CO. INC. 27,437 27,437
    MICROSOFT CORP 138,228 138,228
    NIKE INC 20,000 20,000
    NXP SEMICONDUCTORS F 20,045 20,045
    PALO ALTO NETWORKS 40,087 40,087
    PAYPAL HOLDINGS INCORPOR 26,590 26,590
    PNC FINL SERVICES 29,877 29,877
    PROCTER & GAMBLE 17,339 17,339
    PROLOGIS INC. 24,075 24,075
    ROCKWELL AUTOMATION 28,606 28,606
    STARBUCKS CORP 29,476 29,476
    STRYKER CORP 17,115 17,115
    SYSCO CORP 24,036 24,036
    TARGET CORP 42,585 42,585
    TEXAS INSTRUMENTS 26,574 26,574
    TJX COMPANIES INC 36,821 36,821
    TRACTOR SUPPLY COMP 26,723 26,723
    TRAVELERS COMPANIES 27,532 27,532
    UNILEVER N V F 20,763 20,763
    UNITED PARCEL SRVC 30,436 30,436
    VERIZON COMMUNICATION 20,160 20,160
    WASTE MANAGEMENT INC 19,861 19,861
    WILLIAM BLAIR SMALL MID 1,664,830 1,664,830
    XYLEM INC 24,463 24,463
    ANTHEM INC 69,067 69,067
    APTIV PLC 20,619 20,619
    NVIDIA CORP 38,823 38,823
    SALESFORCE COM 17,281 17,281
    SVB FINL GROUP 37,981 37,981
    THERMO FISHER SCNTFC 21,352 21,352
    TRANE TECHNOLOGIES PLC F 35,557 35,557
    VF CORP 15,962 15,962
    ALGER SMALL CAP FOCUS Z 1,025,195 1,025,195
    BROWN CAPITAL MGMT INTL 795,629 795,629
    PRINCIPAL GLOBAL REAL ES 503,055 503,055
    VANGUARD FTSE SOCIAL IND 1,185,206 1,185,206
    LINDE PLC 20,787 20,787
    LPL FINLHLDGS 20,332 20,332
    LULULEMON ATHLETICA 21,138 21,138
    NOVO-NORDISK A S 21,728 21,728
    WALT DISNEY CO 24,628 24,628
    WEST FARM SRVC INC 20,636 20,636

    TY 2021 InvestmentsOtherSchedule2
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABSOLUTE ACCESS FUND FMV 16,893 16,893
    BOSTON COMMON FMV 1,496,039 1,496,039
    FEG SERIES B FMV 725,724 725,724
    FEG SERIES D FMV 183,316 183,316
    FEG GREENBACKER RENEWABLE ENERGY FMV 1,574,687 1,574,687

    TY 2021 LandEtcSchedule2
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND IMPROVEMENTS 22,000 22,000 0  
    COMPUTER EQUIPMENT 14,802 9,304 5,498 5,498
    LAND IMPROVEMENTS 665,157 0 665,157 665,157
    FURNITURE AND FIXTURES 5,150 5,150 0  


    TY 2021 OtherAssetsSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID EXPENSE 4,953 18,953 18,953


    TY 2021 OtherDecreasesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 177,157


    TY 2021 OtherExpensesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES 7,980 0   7,980
    EDUCATION 6,018 0   6,018
    OFFICE AND EQUIPMENT 4,582 241   4,341
    INSURANCE 9,086 478   8,608
    MISCELLANEOUS EXPENSES 2,544 0   2,544
    COMPUTER EXPENSES: GRANTMAKING SOFTWARE 4,400 0   4,400


    TY 2021 OtherIncomeSchedule2
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 4,087 4,087 4,087


    TY 2021 OtherLiabilitiesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED LIABILITIES 10,152 10,000
    DEFERRED COMPENSATION 163,507 45,864


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASSET MANAGER FEES 34,289 34,289   0
    INVESTMENT MANAGEMENT FEES 50,000 50,000   0


    TY 2021 TaxesSchedule
    Name:
    AMERICANA FOUNDATION
    EIN:
    38-2269431
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX EXPENSE 17,364 0   0