Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$19,977,582J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 259,666 259,666  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 221,444
b Gross sales price for all assets on line 6a 1,802,980
7 Capital gain net income (from Part IV, line 2)... 221,444
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
List of Attached Documents:
// Content
7,955 7,955  
12 Total. Add lines 1 through 11........ 489,065 489,065  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 236,040 11,802   224,238
14 Other employee salaries and wages...... 3,460 173   3,287
15 Pension plans, employee benefits....... 194 10   184
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
67,395 0   67,395
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
77,956 77,956   0
17 Interest............... 157 157   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,648 264   12,934
19 Depreciation (attach schedule) and depletion... 674 0  
20 Occupancy.............. 4,800 0   4,800
21 Travel, conferences, and meetings....... 24,689 0   24,689
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
41,072 817   40,255
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 471,085 91,179   377,782
25 Contributions, gifts, grants paid....... 598,332 598,332
26 Total expenses and disbursements. Add lines 24 and 25 1,069,417 91,179   976,114
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -580,352
b Net investment income (if negative, enter -0-) 397,886
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 117,423 21,586 21,586
2 Savings and temporary cash investments......... 61,657 142,649 142,649
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,730,890 Click to see attachment
List of Attached Documents:
// Content
12,213,181 		12,213,181
c Investments—corporate bonds (attach schedule)....... 2,134,378 Click to see attachment
List of Attached Documents:
// Content
2,731,027 		2,731,027
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,513,658 Click to see attachment
List of Attached Documents:
// Content
4,134,313 		4,134,313
14 Land, buildings, and equipment: basis right arrow716,724
Less: accumulated depreciation (attach schedule) right arrow37,802 669,981 Click to see attachment
List of Attached Documents:
// Content
678,922 		678,922
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
76,663 		Click to see attachment
List of Attached Documents:
// Content
55,904 		Click to see attachment
List of Attached Documents:
// Content
55,904
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,304,650 19,977,582 19,977,582
Liabilities 17 Accounts payable and accrued expenses.......... 37,532 3,252
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
86,414 		Click to see attachment
List of Attached Documents:
// Content
100,885
23 Total liabilities (add lines 17 through 22)......... 123,946 104,137
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 18,180,704 19,873,445
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 18,180,704 19,873,445
30 Total liabilities and net assets/fund balances (see instructions). 18,304,650 19,977,582
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
18,180,704
2
Enter amount from Part I, line 27a .....................
2
-580,352
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,273,093
4
Add lines 1, 2, and 3 ..........................
4
19,873,445
5
Decreases not included in line 2 (itemize) right arrow
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
19,873,445
Form 990-PF (2023)
Form 990-PF (2023)
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 139,454     139,454
b 1,663,526   1,581,536 81,990
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       139,454
b       81,990
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 2 221,444
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 5,531
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 5,531
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 5,531
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,040
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,200
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,240
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,709
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,709 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMI
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowWWW.AMERICANAFOUNDATION.ORG
14
The books are in care ofright arrowKATHRYN BUCKNER Telephone no.right arrow (248) 347-3863

Located atright arrow28115 MEADOWBROOK ROADNOVIMI ZIP+4right arrow48377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 		7,200 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
GARY RENTROP ENDED 1223 TRUSTEE
3.00 		5,400 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
JONATHAN THOMAS TRUSTEE
3.00 		9,600 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
MATTHEW WAWRO TREASURER
3.00 		7,200 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
RICK FOSTER VICE PRESIDENT
2.00 		7,200 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
ROBERT JANSON PRESIDENT
4.00 		11,200 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
KATHRYN BUCKNER EXECUTIVE DIRECTOR
50.00 		170,004 18,236 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
18,160,317
b
Average of monthly cash balances.......................
1b
70,383
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,230,700
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
18,230,700
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
273,461
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,957,239
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
897,862
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
897,862
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,531
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,531
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
892,331
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
892,331
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
892,331
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
976,114
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
976,114
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 892,331
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 372,787
b From 2019...... 73,929
c From 2020......  
d From 2021......  
e From 2022...... 173,855
f Total of lines 3a through e ........ 620,571
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 976,114
a Applied to 2022, 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 2023 distributable amount..... 892,331
e Remaining amount distributed out of corpus 83,783
5 Excess distributions carryover applied to 2023. 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 5 704,354
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		372,787
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		331,567
10 Analysis of line 9:
a Excess from 2019.... 73,929
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 173,855
e Excess from 2023.... 83,783
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

COLONIAL WILLIAMSBURG FOUNDATION

401 W DUKE OF GLOUCESTER ST
WILLIAMSBURG,VA23185 		  PC BLACK ARTISTS AND ARTISANS CONFERENCE 20,000

DIPLOMATIC RECEPTION ROOMS

2201 C STREET NW
WASHINGTON,DC20520 		  PC PROJECT: MYSTERY OF THE AFRICAN AMERICAN SUBJECT, THE FLUTIST 15,000

EDISON INSTITUTE

701 PENNSYLVANIA AVENUE NW
WASHINGTON,DC200042696 		  PC DEVELOPING EDIBLE EDUCATION IN GREENFIELD VILLAGE 20,000

EDSEL AND ELEANOR FORD HOUSE

1100 LAKE SHORE RD
GROSSE POINTE SHORES,MI48236 		  PC INVISIBLE LABOR PROJECT 25,000

EXPONENT PHILANTHROPY

1720 N ST
WASHINGTON,DC20036 		  PC OPERATING SUPPORT FOR PHILANTHROPY 1,000

HESSEL SCHOOL HOUSE CORPORATION

PO BOX 25
HESSEL,MI49719 		  PC NATURE DISCOVERY SERIES - ENVIRONMENTAL EDUCATION FOR ALL AGES 15,000

KEEP GROWING DETROIT

1445 ADELAIDE ST
DETROIT,MI48207 		  PC ORGANIC FARMER TRAINING SCHOLARSHIP PROGRAM 1,000

LITTLE TRAVERSE CONSERVANCY

3264 POWELL RD
HARBOR SPRINGS,MI49740 		  PC FILING KNOWLEDGE GAPS AND RAISING THE RESPONSE -ABILITY TO CONSERVE WILD LANDS 15,000

MACKINAC STRAITS RAPTOR WATCH

PO BOX 465
PETOSKEY,MI49770 		  PC THE STRAITS AREA MIGRATION STATION 9,300

MAKE FOOD NOT WASTE

8625 E JEFFERSON AVE
DETROIT,MI48214 		  PC REDUCING FOOD WASTE ON COLLEGE CAMPUSES 13,500

MICHIGAN ENVIORNMENTAL COUNCIL

602 W IONIA ST
LANSING,MI48933 		  PC COMMUNITY JOURNALISM TRAINING FOR DETROIT RESIDENTS TO REPORT ON LAND-BASED CLIMATE SOLUTIONS AND URBAN AGRICULTURE 20,000

MICHIGAN STATE UNIVERSITY

220 TROWBRIDGE RD
EAST LANSING,MI48824 		  PC 2023 PROGRAMMING AND OPERATIONS 130,000

MICHIGAN STATE UNIVERSITY

220 TROWBRIDGE RD
EAST LANSING,MI48824 		  PC MSU TOLLGATE SUSTAINABLE AGRICULTURE PROGRAM 1,750

MICHIGAN STATE UNIVERSITY

220 TROWBRIDGE RD
EAST LANSING,MI48824 		  PC 2023 MSU TOLLGATE MASTER GARDENER DINNER 5,032

MICHIGAN STATE UNIVERSITY

220 TROWBRIDGE RD
EAST LANSING,MI48824 		  PC THOMAS RANGER MEMORIAL FUND 2023 5,000

REGENTS OF UNIVERSITY OF MICHIGAN

1109 GEDDES AVE SUITE 3300
ANN ARBOR,MI48109 		  PC PROGRAMMING AT THE UNIVERSITY OF MICHIGAN MUSEUM OF ART 20,000

DETROIT PUBLIC SCHOOLS FOUNDATION

FISHER BLDG 3011 W GRAND BLVD
DETROIT,MI48202 		  PC DETROIT PUBLIC SCHOOLS COMMUNITY DISTRICT'S HORTICULTURE PROGRAM 7,500

UNITED WAY OF NORTHEAST MICHIGAN

108 WATER ST
ALPENA,MI49707 		  PC FOSTERING A CIRCULAR ECONOMY ROOTED IN REGIONAL FOOD SYSTEMS 20,000

ALLEN NEIGHBORHOOD CENTER

1611 E KALAMAZOO ST
LANSING,MI48912 		  PC HUNTER PARK GARDENHOUSE SCHOOL FIELD TRIP PILOT PROGRAM 5,000

BETHANY HOUSING MINISTRIES DBA COMMUNITY ENCOMPASS

289 E LARCH AVE
MUSKEGON,MI49442 		  PC MCLAUGHIN GROWS EDUCATIONAL GARDEN SITE 5,000

DENVER ART MUSEUM

100 W 14TH AVE PKWY
DENVER,CO80204 		  PC CONSERVATION INTERN PROGRAM 25,000

MICHIGAN HISTORY FOUNDATION

702 W KALAMAZOO ST
LANSING,MI48915 		  PC DRUM CIRCLE FOR GCHI MSHIIKENH DEH MINISING / HEART OF THE GREAT TURTLE ISLAND 25,000

HISTORIC DEERFIELD INC

80 OLD MAIN ST
DEERFIELD,MA01342 		  PC UNNAMED FIGURES: BLACK PRESENCE AND ABSENSE IN THE EARLY AMERICAN NORTH 25,000

HASSELBRING SENIOR CENTER

1002 W HOME AVE
FLINT,MI48505 		  PC COMMUNITY GARDEN SUPPORT 250

FIRST UNITED GENERAL BAPTIST CHURCH

1116 W HILL RD 4734
FLINT,MI48507 		  PC CONTRIBUTION TO COMMUNTIY GARDEN 250

CALVARY UNITED METHODIST CHURCH

2111 FLUSHING RD
FLINT,MI48504 		  PC COMMUNITY GARDEN CONTRIBUTION 250

HISTORIC LOCUST GROVE

561 BLANKENBAKER LN
LOUISVILLE,KY40207 		  PC OUTDOOR INTERPRETIVE SIGNAGE: REDUCING BARRIERS TO HISTORIC RESOURCES AND EXPANDING OUTREACH 25,000

WORCESTER ART MUSEUM (WAM)

55 SALISBURY ST
WORCESTER,MA01609 		  PC THE PRICE OF LUXURY IN AMERICAN ART. RE-ENVISIONING THE WORCESTER ART MESUM'S PRESENTATION OF ITS EARLY AMERICAN PAINTINGS AND DECORATIVE ARTS COLLECTION 30,000

DETROIT HIVES

9336 E WARREN AVE
DETROIT,MI48214 		  PC GO GREEN BOTANITCAL GARDENS 18,500

SOO LOCKS CHILDRENS MUSEUM

223 W PORTAGE AVE
SAULT STE MARIE,MI49783 		  PC DEVELOPMENT OF INTERACTIVE TREE EXHIBITS FOR THE MUSEUM'S NATURE-THEMED SECTION 25,000

BLACK TO THE LAND COALITION

15424 CRUSE
DETROIT,MI48227 		  PC DETROIT SUGARBUSH PRJECT- DESIGN AND FILM 25,000

MICHIGAN SUSTAINABLE BUSINESS FORUM

PO BOX 68696
GRAND RAPIDS,MI49516 		  PC BENTON HARBOR JUSTICE 40 INITIATIVE: BUILDING SUSTAINABILITY CAPACITY IN A COMMUNITY IMPACTED BY EMERGENCY MANAGEMENT 25,000

HEADWATERS LAND CONSERVANCY

110 S ELM AVE
GAYLORD,MI49735 		  PC LANDOWNER STEWARDSHIP RESOURCES ASSISTANCE SERIES 16,000

DETROIT HORSE POWER

2720 FENKELL AVE 38115
DETROIT,MI48238 		  PC VIVIAN CARMODY MEMORIAL GIFT 2,500

FRIENDS OF THE ANIMAL BARN

3217 THEODORE E
WIXOM,MI48393 		  PC FRIENDS OF THE ANIMAL BARN - STARTUP GRANT 1,500
Total .................................right arrow 3a 598,332
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 259,666  
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 ............ 		    18 221,444  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS REVENUE 		900001   14 7,955  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 489,065 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
489,065
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 67,395 0   67,395

TY 2023 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 1,127,869 1,127,869
CORPORATE BONDS - DOUBLELINE TOTAL RETURN 1,121,069 1,121,069
VANGUARD SHORT-TERM TREASURY BOND 482,089 482,089

TY 2023 InvestmentsCorpStockSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC F 41,407 41,407
ADOBE INC 38,779 38,779
AFLAC INC 27,308 27,308
ALGER SMALL CAP FOCUS Z 633,013 633,013
ALPHABET INC 98,621 98,621
AMERICAN WATER WORKS 13,727 13,727
AMERN TOWER CORP 38,643 38,643
APPLE INC 124,182 124,182
APTIV PLC 22,340 22,340
ARTISAN INTL FUND INV 1,084,780 1,084,780
ASML HLDGS NV 32,548 32,548
ASTRAZENECA PLC 30,510 30,510
AVALONBAY CMNTYS INC 15,539 15,539
BANK OF AMERICA CORP 24,040 24,040
BROWN CAPITAL MGMT INTL 656,786 656,786
COSTCO WHOLESALE CO 55,447 55,447
DEERE & CO 9,997 9,997
DFA INTL CORE EQTY PORT 1,262,211 1,262,211
DODGE & COX STOCK FUND 1,875,271 1,875,271
EATON CORP PLC 38,290 38,290
ECOLAB INC 27,174 27,174
ELEVANCE HEALTH INC 41,969 41,969
FIRST SOLAR INC 24,119 24,119
HARBOR CAP APPRECIATION 1,642,162 1,642,162
HOME DEPOT INC 25,298 25,298
IQVIA HOLDINGS INC 17,816 17,816
J B HUNT TRANSPORT 30,161 30,161
LAZARD GLOBAL LISTED INF 515,771 515,771
LINDE PLC 24,643 24,643
LPL FINLHLDGS 21,852 21,852
LULULEMON ATHLETICA 33,745 33,745
MASTERCARD INC 47,769 47,769
MC CORMICK & CO INC 15,805 15,805
MERCK & CO. INC. 50,912 50,912
MICROSOFT CORP 164,329 164,329
NIKE INC 17,805 17,805
NOVO-NORDISK A S 27,518 27,518
NVIDIA CORP 71,807 71,807
NXP SEMICONDUCTORS F 33,763 33,763
PALO ALTO NETWORKS 46,001 46,001
PNC FINL SERVICES 15,175 15,175
PRINCIPAL GLOBAL REAL ES 408,615 408,615
PROCTER & GAMBLE 20,369 20,369
PROLOGIS INC. 19,062 19,062
ROCKWELL AUTOMATION 14,593 14,593
STARBUCKS CORP 9,697 9,697
STRYKER CORP 26,053 26,053
SYSCO CORP 22,378 22,378
TARGET CORP 24,924 24,924
THERMO FISHER SCNTFC 23,886 23,886
TJX COMPANIES INC 45,498 45,498
TRACTOR SUPPLY COMP 17,847 17,847
TRANE TECHNOLOGIES PLC F 30,975 30,975
TRAVELERS COMPANIES 33,526 33,526
UNILEVER N V F 27,197 27,197
UNITED PARCEL SRVC 22,326 22,326
UNITEDHEALTH GRP INC 44,224 44,224
VANGUARD FTSE SOCIAL IND 881,344 881,344
VERIZON COMMUNICATION 19,906 19,906
VISA INC 29,940 29,940
WASTE MANAGEMENT INC 29,910 29,910
WILLIAM BLAIR SMALL MID 1,224,892 1,224,892
FERFUSON PLC 11,391 11,391
VERISK ANALYTICS INC 20,542 20,542
CHIPOTLE MEXICAN GRILL INC COM 18,296 18,296
BECTON DICKINSON & CO 12,192 12,192
WEST PHARMACEUTICAL 15,493 15,493
PROGRESSIVE CORP 29,148 29,148
INTEL CORP 17,990 17,990
SERVICENOW INC 36,031 36,031
EQUINIX INC 19,329 19,329
NETFLIX INC 18,015 18,015
QUANTA SVCS INC COM 18,559 18,559

TY 2023 InvestmentsOtherSchedule2
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BOSTON COMMON FMV 1,237,825 1,237,825
BRECKINBRIDGE FMV 513,056 513,056
FEG GREENBACKER RENEWABLE ENERGY FMV 951,274 951,274
FEG SERIES B FMV 616,794 616,794
FEG SERIES D FMV 133,523 133,523
ISHARES MSCI EMERGING FMV 681,841 681,841

TY 2023 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 10,652 4,150 4,150
LAND IMPROVEMENTS 665,157 0 665,157 665,157
FURNITURE AND FIXTURES 5,150 5,150 0  
WEBSITE DESIGN 9,615 0 9,615 9,615


TY 2023 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 40,611 24,106 24,106
RIGHT OF USE ASSET 36,052 31,798 31,798


TY 2023 OtherExpensesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES 7,555 0   7,555
EDUCATION 5,003 0   5,003
OFFICE AND EQUIPMENT 4,680 246   4,434
INSURANCE 10,858 571   10,287
MEALS AND ENTERTAINMENT 3,445 0   3,445
SOFTWARE SUBSCRIPTION 8,268 0   8,268
MISCELLANEOUS 1,263 0   1,263


TY 2023 OtherIncomeSchedule2
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS REVENUE 7,955 7,955 7,955


TY 2023 OtherIncreasesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Description Amount
UNREALIZED LOSS ON INVESTMENTS 2,273,093


TY 2023 OtherLiabilitiesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED COMPENSATION 50,362 65,523
LEASE LIABILITY 36,052 31,798
ACCRUED EXCISE TAX 0 3,564


TY 2023 OtherProfessionalFeesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ASSET MANAGER FEES 27,956 27,956   0
INVESTMENT MANAGEMENT FEES 50,000 50,000   0


TY 2023 TaxesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX EXPENSE 1,450 0   0
PAYROLL TAXES 13,198 264   12,934