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 04-01-2021 , and ending 03-31-2022
Name of foundation
DANA CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)27870 CABOT DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NOVI, MI48377
A Employer identification number

34-6544909
B Telephone number (see instructions)

(734) 629-1368
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$849,974J 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) 605,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,619 2,619  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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 1,750 0  
12 Total. Add lines 1 through 11........ 609,369 2,619  
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 9,250 4,625   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 200 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 8,880 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,330 4,625   0
25 Contributions, gifts, grants paid....... 582,485 402,531
26 Total expenses and disbursements. Add lines 24 and 25 600,815 4,625   402,531
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,554
b Net investment income (if negative, enter -0-) 0
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.............      
2 Savings and temporary cash investments......... 741,715 849,974 849,974
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).......      
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 bullet35,520
Less: accumulated depreciation (attach schedule) bullet35,520 8,880 Click to see attachment0 0
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 750,595 849,974 849,974
Liabilities 17 Accounts payable and accrued expenses..........   8,250
18 Grants payable................. 171,800 254,375
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)......... 171,800 262,625
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........... 578,795 587,349
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)..... 578,795 587,349
30 Total liabilities and net assets/fund balances (see instructions). 750,595 849,974
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
578,795
2
Enter amount from Part I, line 27a .....................
2
8,554
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
587,349
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
587,349
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.)
1a
b
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
b
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
b
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  
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 0
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 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 122
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.............. 7 122
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 10 122
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet122 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
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletN/A
    14
    The books are in care ofbulletJEFFREY COLE Telephone no.bullet (419) 887-3535

    Located atbullet3939 TECHNOLOGY DRIVEMAUMEEOH ZIP+4bullet435379194
    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)
     
    No
    (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
     
     
    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
    DOUG LIEDBERG PRESIDENT
    0.50     		0 0 0
    3939 TECHNOLOGY DRIVE
    MAUMEE,OH43537
    ROLANDA COPLEY VICE PRESIDENT
    0.50     		0 0 0
    3939 TECHNOLOGY DRIVE
    MAUMEE,OH43537
    JEFFREY COLE SECRETARY, DIRECTOR & ADMINISTRATOR
    4.00     		0 0 0
    3939 TECHNOLOGY DRIVE
    MAUMEE,OH43537
    GLENDA BUSH FORMER TREASURER
    0.50     		0 0 0
    3939 TECHNOLOGY DRIVE
    MAUMEE,OH43537
    JEFF CZERWINSKI DIRECTOR
    0.50     		0 0 0
    3939 TECHNOLOGY DRIVE
    MAUMEE,OH43537
    RYAN LASKEY DIRECTOR
    0.50     		0 0 0
    3939 TECHNOLOGY DRIVE
    MAUMEE,OH43537
    DAVID-ROWLAND MILLER DIRECTOR
    0.50     		0 0 0
    3939 TECHNOLOGY DRIVE
    MAUMEE,OH43537
    TRICIA BARNHART TREASURER
    0.50     		0 0 0
    3939 TECHNOLOGY DRIVE
    MAUMEE,OH43537
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    1,036,063
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,036,063
    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
    1,036,063
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    15,541
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,020,522
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    51,026
    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
    51,026
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    51,026
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,750
    5
    Add lines 3 and 4............................
    5
    52,776
    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
    52,776
    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 52,776
    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...... 420,008
    b From 2017...... 411,915
    c From 2018...... 421,702
    d From 2019...... 209,568
    e From 2020...... 155,717
    f Total of lines 3a through e ........ 1,618,910
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 402,531
    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..... 52,776
    e Remaining amount distributed out of corpus 349,755
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,968,665
    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) ...     		420,008
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,548,657
    10 Analysis of line 9:
    a Excess from 2017.... 411,915
    b Excess from 2018.... 421,702
    c Excess from 2019.... 209,568
    d Excess from 2020.... 155,717
    e Excess from 2021.... 349,755
    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:
    JEFFREY COLE
    3939 TECHNOLOGY DRIVE
    MAUMEE,OH43537
    (419) 887-3535
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED THROUGH AN ONLINE PORTAL AT DANA.COM/FOUNDATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION GENERALLY RESTRICTS SUPPORT TO COMMUNITIES WHERE DANA OPERATES FACILITIES. AREAS OF EMPHASIS INLCUDE EDUCATION, HEALTH AND HUMAN SERVICES, ARTS AND CULTURE, AND NEIGHBORHOOD REVITALIZATION.
    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
    ABILITY CENTER OF TOLEDO
    5605 MONROE STREET
    SYLVANIA,OH43560     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    ABLELAWO
    520 MADISON AVENUE
    TOLEDO,OH436041373     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 15,000
    ALZHEIMER'S ASSOCIATION - NORTHWEST OHIO CHAPTER
    481 W DUSSEL DR SUITE 150
    MAUMEE,OH43537     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 10,000
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 10,000
    AMERICAN RED CROSS - NORTHWEST OHIO CHAPTER
    1112 RESEARCH DRIVE
    TOLEDO,OH43614     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,000
    ARKANSAS TECH UNIVERSITY
    1509 N BOULDER AVE
    RUSSELLVILLE,AR728018800     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,000
    BITTERSWEET FARMS
    12660 ARCHBOLD-WHITEHOUSE RD
    WHITEHOUSE,OH43571     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,000
    BLESSED SACRAMENT SCHOOL
    2249 CASTLEWOOD DR
    TOLEDO,OH43613     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 250
    BOY SCOUTS OF AMERICA-ERIE SHORES COUNCIL
    PO BOX 8728
    TOLEDO,OH43623     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,000
    BOYS AND GIRLS CLUB OF TOLEDO
    2250 NORTH DETROIT AVENUE
    TOLEDO,OH43606     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    CENTRAL CATHOLIC HIGH SCHOOL
    2550 CHERRY ST
    TOLEDO,OH436082372     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,600
    CONNECTING KIDS TO MEALS
    PO BOX 9363
    TOLEDO,OH43697     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,000
    COURAGEOUS COMMUNITY SERVICES
    12701 WATERVILLE SWANTON RD
    WHITEHOUSE,OH43571     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,000
    DETROIT CATHOLIC CENTRAL HIGH SCHOOL
    27225 WIXOM ROAD
    NOVI,MI48374     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 500
    DOWN SYNDROME ASSOCIATION OF GREATER TOLEDO
    PO BOX 298
    SYLVANIA,OH43560     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,000
    FAMILY AND CHILD ABUSE PREVENTION CENTER
    2460 CHERRY ST
    TOLEDO,OH43608     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,000
    GOOD GRIEF OF NORTHWEST OHIO
    440 S REYNOLDS ROAD SUITE D
    TOLEDO,OH43615     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 7,500
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,400
    INDIANA WESLEYAN UNIVERSITY
    4201 S WASHINGTON STREET
    MARION,IN469534974     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 200
    LEHIGH UNIVERSITY
    306 S NEW STREET SUITE 500
    BETHLEHAM,PA18015     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 450
    LOTT INDUSTRIES INC
    335O HILL AVENUE
    TOLEDO,OH43607     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 10,000
    MAUMEE VALLEY COUNTRY DAY SCHOOL
    1715 S REYNOLDS RD
    TOLEDO,OH436141403     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,750
    MEMORYLANE CARE SERVICES
    2500 NORTH REYNOLDS ROAD
    TOLEDO,OH43615     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    MOBILE MEALS OF TOLEDO INC
    2200 JEFFERSON AVENUE
    TOLEDO,OH436241120     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,000
    OPEN DOOR MINISTRY
    2823 CHERRY STREET
    TOLEDO,OH43608     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    PURDUE UNIVERSITY - FORT WAYNE
    2101 EAST COLLISEUM BOULEVARD
    FORT WAYNE,IN468051499     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 100
    READ FOR LITERACY INC
    325 N MICHIGAN
    TOLEDO,OH43604     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    REEDLEY COLLEGE FOUNDATION
    PO BOX 227
    REEDLY,CA936540227     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    SACRED HEART UNIVERSITY
    5151 PARK AVE
    FAIRFIELD,CT068251090     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 500
    SIENA HEIGHTS UNIVERSITY
    1247 SIENA HEIGHTS DRIVE
    ADRIAN,MI492219813     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 75
    ST ALOYSIUS CATHOLIC SCHOOL
    PO BOX 522
    GILBERTVILLE,MA010310522     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,925
    ST FRANCIS DE SALES HIGH SCHOOL
    2323 W BANCROFT ST
    TOLEDO,OH436071306     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 500
    ST GERARD ELEMENTARY SCHOOL
    1311 NORTH MAIN STREET
    LIMA,OH45801     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,710
    ST LOUIS UNIVERSITY HIGH SCHOOL
    4970 OAKLAND
    ST LOUIS,MO63110     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,000
    ST PETER IMMANUEL LUTHERAN SCHOOL
    3845 E 110 N
    DECATUR,IN467337174     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 875
    SUBURBAN BETHLEHEM LUTHERAN SCHOOL
    6318 WEST CALIFORNIA BOULEVARD
    FORT WAYNE,IN46818     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,100
    TAYLOR UNIVERSITY
    236 W READE AVE
    UPLAND,IN469891001     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 250
    THE EPILEPSY CENTER OF NORTHWEST OHIO
    1701 HOLLAND ROAD
    MAUMEE,OH435371646     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    THE VICTORY CENTER
    5532 W CENTRAL AVE
    TOLEDO,OH43615     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,000
    TOLEDO ASSOCIATION OF PERFORMING ARTS
    1838 PARKWOOD AVENUE
    TOLEDO,OH436242502     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 25,000
    TOLEDO DAY NURSERY
    2211 JEFFERSON AVENUE
    TOLEDO,OH436241119     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    TOLEDO GROWS
    900 ONEIDA STREET
    TOLEDO,OH43608     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    TOLEDO MUSEUM OF ART
    PO BOX 1013
    TOLEDO,OH436971013     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 45,000
    TOLEDO ZOOLOGICAL SOCIETY
    PO BOX 140130
    TOLEDO,OH436140801     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 79,421
    TOWSON UNIVERSITY FOUNDATION INC
    800 YORK RD
    TOWNSON,MD212520001     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    TRINITY LUTHERAN SCHOOL
    4560 GLENDALE
    TOLEDO,OH43614     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 4,000
    UNITED WAY OF GREATER TOLEDO
    424 JACKSON ST
    TOLEDO,OH43604     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 100,000
    UNIVERSITY OF TOLEDO FOUNDATION
    4510 DORR ST
    TOLEDO,OH436154040     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 3,125
    VALENTINE THEATER PROJECT ABC
    3163 MONROE STREET
    TOLEDO,OH43606     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,000
    VETERANS MATTER
    3450 CENTRAL AVE 108
    TOLEDO,OH43606     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 3,000
    VILLANOVA UNIVERSITY
    800 LANCASTER AVENUE
    VILLANOVA,PA19085     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 150
    WYNEKEN MEMORIAL LUTHERAN SCHOOL
    11565 N US HIGHWAY 27
    DECANTUR,IN467339799     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 150
    Total .................................bullet 3a 402,531
    bApproved for future payment
    ALS ASSOCIATION - KENTUCKY CHAPTER
    13102 EASTPOINT PARK BLVD SUITE 101
    LOUISVILLE,KY40223     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,000
    AMERICAN RED CROSS - HENDERSON KY CHAPTER
    1970 BARRET CT
    HENDERSON,KY42420     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    ARKANSAS TECH UNIVERSITY
    1509 N BOULDER AVE
    RUSSELLVILLE,AR728018800     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,000
    ARTFUSION
    314 BEECH ST UNIT 1
    POTTSTOWN,PA19464     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 850
    AUTISM LIFE CENTER
    5462 RIVER RIDGE ST
    LIMA,OH45807     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 8,450
    AUTISM SOCIETY OF NORTHWEST OHIO
    7140 PORT SYLVANIA
    TOLEDO,OH43617     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    BOUND TOGETHER
    167 WEST PIKE STREET
    PONTIAC,MI48343     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,200
    BROTHER RICE HIGH SCHOOL
    7101 LAHSER ROAD
    BLOOMFIELD HILLS,MI48301     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,250
    CEDAR CREEK THERAPEUTIC RIDING CENTER
    4895 E HWY 163
    COLUMBIA,MO65201     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 3,200
    CENTRAL CATHOLIC HIGH SCHOOL
    2550 CHERRY ST
    TOLEDO,OH436082372     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    CENTRAL MISSOURI HONOR FLIGHT
    1603 CHAPEL HILL ROAD SUITE 203
    COLUMBIA,MO65203     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 3,200
    COMMUNITY CANCER NETWORK
    PO BOX 4499
    LAFAYETTE,IN47903     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 9,750
    CONCORDIA THEOLOGICAL SEMINARY
    6600 N CLINTON ST
    FORT WAYNE,IN468254916     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 100
    CONCORDIA UNVIERSITY CHICAGO
    7400 AUGUSTA ST
    RIVER FOREST,IL603051402     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 100
    EMMANUEL - ST MICHAEL LUTHERAN SCHOOL
    1123 UNION ST
    FORT WAYNE,IN468024049     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    FAMILY SERVICES ASSOCIATION OF BOYLE COUNTY
    447 SOUTH 3RD STREET
    DANVILLE,KY404230458     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,200
    FORT WAYNE PHILHARMONIC
    2340 FAIRFIELD AVENUE
    FORT WAYNE,IN46807     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 16,000
    FRIENDS OF TENNESSEE NATIONAL WILDLIFE REFUGE
    1371C WILDLIFE DRIVE
    SPRINGVILLE,TN38256     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    HABITAT FOR HUMANITY - HENDERSON KY
    325 SOUTH GREEN STREET
    HENDERSON,KY42420     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,550
    HEART OF DANVILLE
    112 N SECOND STREET
    DANVILLE,TN40422     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,200
    HELPING HAND OF HUMBOLDT
    609 NORTH 9TH AVE PO BOX 8
    HUMBOLDT,TN38343     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,600
    HENRY COUNTY HELPING HAND INC
    PO BOX 22
    PARIS,TN38242     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 7,000
    HILLSDALE COLLEGE
    33 E COLLEGE STREET
    HILLSDALE,MI492421298     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 250
    HOPE 53 MINISTRIES INC
    PO BOX 329
    STANFORD,KY40484     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,200
    IMAGINATION STATION
    1 DISCOVERY WAY
    TOLEDO,OH43604     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 10,000
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,400
    INDIANA WESLEYAN UNIVERSITY
    4201 S WASHINGTON STREET
    MARION,IN469534974     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 200
    JORDAN HACKETT FOUNDATION
    PO BOX 46
    CARTHAGE,TN37030     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,850
    JUNIOR ACHIEVEMENT OF NORTHWESTERN OHIO
    1645 INDIAN WOOD CIRCLE - SUITE 104
    MAUMEE,OH43537     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 6,000
    KENTUCKY WOUNDED HEROES
    11508 MAIN STJEFFERSON MARDR
    LOUISVILLE,KY40243     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,200
    LINCOLN COUNTY SENIOR CITZENS CENTER
    100 SENIOR WAY
    STANFORD,KY40484     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,200
    MARIAN HIGH SCHOOL
    PO BOX 390
    FORT WAYNE,IN46801     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 500
    MISS DANVILLE SCHOLARSHIP ORGANIZATION
    1108 ARNICAR STREET
    DANVILLE,KY40422     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,200
    MOUNT ST MARY'S SEMINARY & SCHOOL OF THEOLOGY
    6616 BEECHMONT AVENUE
    CINCINNATI,OH45230     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 50
    POTTSTOWN AREA POLICE ATHLETIC LEAGUE
    146 KING STREET
    POTTSTOWN,PA19464     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,000
    POTTSTOWN CHILDREN'S DISCOVERY CENTER
    248 WALNUT STREET
    POTTSTOWN,PA19464     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,000
    PROGRESSIVE DIRECTIONS INC
    1249 PARADISE HILL ROAD
    CLARKSVILLE,TN37040     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    PURDUE UNIVERSITY - FORT WAYNE
    2101 EAST COLLISEUM BOULEVARD
    FORT WAYNE,IN468051499     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 150
    REAL HOPE YOUTH CENTER
    55 JONES BEND EXT
    PARIS,TN38242     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    REACH YORKTOWN MINISTRY
    9108 SUTHERLAND AVE PO BOX 4
    YORKTOWN,IN47396     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,000
    RIVERVIEW SCHOOL
    133 SOUTH WATER STREET
    HENDERSON,KY42420     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    RONALD MCDONALD HOUSE CHARITIES OF MID-MISSOURI
    3501 LANSING AVE
    COLUMBIA,MO65201     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 3,200
    SALVATION ARMY NORTHWEST OHIO
    620 N ERIE STREET
    TOLEDO,OH43604     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    SECOND HARVEST FOOD BANK
    332 GREAT CIRCLE ROAD
    NASHVILLE,TN37228     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,600
    SHERRY'S RUN
    PO BOX 8
    LEBANON,TN370880008     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,850
    SOUTHERN METHODIST UNIVERSITY
    3140 DYER ST SUITE 261
    DALLAS,TX75205     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 150
    ST ALOYSIUS CATHOLIC SCHOOL
    PO BOX 522
    GILBERTVILLE,MA010310522     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,178
    ST GERARD ELEMENTARY SCHOOL
    1311 NORTH MAIN STREET
    LIMA,OH45801     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,110
    ST LOUIS UNIVERSITY HIGH SCHOOL
    4970 OAKLAND
    ST LOUIS,MO63110     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    ST PAUL'S COMMUNITY CENTER
    230 13TH STREET
    TOLEDO,OH436979564     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,000
    STERLING PUBLIC SCHOOLS
    410 E LEFEVRE
    STERLING,IL61081     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,000
    SUBURBAN BETHLEHEM LUTHERAN SCHOOL
    6318 WEST CALIFORNIA BOULEVARD
    FORT WAYNE,IN46818     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,100
    SUNSHINE COMMUNITIES
    7223 MAUMEE WESTERN ROAD
    MAUMEE,OH43537     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,000
    THE GLADYS PROJECT
    456 CRESCENT DRIVE
    DANVILLE,KY40422     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,200
    THE PENNSYLVANIA STATE UNIVERSITY
    201 OLD MAIN
    UNIVERSITY PARK,PA16802     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 241
    THE STRIVE INITIATIVE
    PO BOX 1511
    POTTSTOWN,PA19606     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,000
    THE UNIVERSITY OF TOLEDO FOUNDATION
    4510 DORR ST
    TOLEDO,OH43615     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 375
    TRINITY LUTHERAN SCHOOL
    4560 GLENDALE
    TOLEDO,OH43614     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 5,000
    UNITED FUND OF CUMBERLAND COUNTY
    348 TAYLOR STREET
    CROSSVILLE,TN38555     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 6,650
    UNIVERSITY OF DETROIT MERCY
    4001 W MCNICHOLS RD
    DETROIT,MI482213038     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 50
    UNIVERSITY OF NOTRE DAME
    724 GRACE HALL
    NOTRE DAME,IN465560000     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 2,500
    UNIVERSITY OF SAINT FRANCIS
    500 WILCOX ST
    JOLIET,IL60435     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 200
    VETERANS OF FOREIGN WARS - DANVILLE
    1183 STANFORD ROAD
    DANVILLE,KY40422     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,200
    WARREN COMMUNITY FOUNDATION
    59 NORTH WALNUT STREET SUITE 206
    MOUNT CLEMENS,MI48043     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 14,500
    WASHINGTON LOCAL SCHOOLS
    3505 W LINCOLNSHIRE BLVD
    TOLEDO,OH43606     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 500
    WAYNE TRACE LOCAL SCHOOLS
    4915 US 127
    HAVILAND,OH45851     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 250
    WYNEKEN MEMORIAL LUTHERAN SCHOOL
    11565 N US HIGHWAY 27
    DECANTUR,IN467339799     		NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE 1,250
    Total .................................bullet 3b 179,954
    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 ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRECOVERED GRANTS     		        1,750
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 2,619 1,750
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,369
    (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.)
    1 RECOVERED GRANTS
    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
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    DANA CHARITABLE FOUNDATION
     
    Employer identification number

    34-6544909
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    DANA CHARITABLE FOUNDATION
          		Employer identification number
    34-6544909
    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
    DANA INCORPORATED
     
    3939 TECHNOLOGY DRIVE
     
    MAUMEE, OH43537

    		$ 605,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    DANA CHARITABLE FOUNDATION
          		Employer identification number

    34-6544909
    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
     
    		$    
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    DANA CHARITABLE FOUNDATION
          		Employer identification number

    34-6544909
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    DANA CHARITABLE FOUNDATION
    EIN:
    34-6544909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,250 4,625   0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    DANA CHARITABLE FOUNDATION
    EIN:
    34-6544909
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    SOFTWARE 2019-01-01 35,520 26,640 SL 3.000000000000 8,880 0    

    TY 2021 LandEtcSchedule2
    Name:
    DANA CHARITABLE FOUNDATION
    EIN:
    34-6544909
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    SOFTWARE 35,520 35,520 0  


    TY 2021 OtherIncomeSchedule2
    Name:
    DANA CHARITABLE FOUNDATION
    EIN:
    34-6544909
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RECOVERED GRANTS 1,750   1,750


    TY 2021 SubstantialContributorsSch
    Name:
    DANA CHARITABLE FOUNDATION
    EIN:
    34-6544909
    Name Address
    DANA INCORPORATED
          		3939 TECHNOLOGY DRIVE
    MAUMEE,OH43537


    TY 2021 TaxesSchedule
    Name:
    DANA CHARITABLE FOUNDATION
    EIN:
    34-6544909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OHIO FILING FEE 200 0   0