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
FRANKENMUTH INSURANCE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1 MUTUAL AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FRANKENMUTH, MI48787
A Employer identification number

82-4383153
B Telephone number (see instructions)

(989) 652-6121
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$5,570,066J 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) 250,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 118,453 118,453  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 59,383
b Gross sales price for all assets on line 6a 1,993,230
7 Capital gain net income (from Part IV, line 2)... 59,383
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 427,836 177,836  
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
List of Attached Documents:
// Content
5,554 2,777   2,777
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
49,478 41,132   8,346
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,928 3,928   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,811 906   905
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,771 48,743   12,028
25 Contributions, gifts, grants paid....... 371,212 371,212
26 Total expenses and disbursements. Add lines 24 and 25 432,983 48,743   383,240
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,147
b Net investment income (if negative, enter -0-) 129,093
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............. 94,234 197,862 197,862
2 Savings and temporary cash investments.........      
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) 978,866 Click to see attachment
List of Attached Documents:
// Content
992,432 		981,432
b Investments—corporate stock (attach schedule)....... 1,354,927 Click to see attachment
List of Attached Documents:
// Content
1,145,377 		1,489,851
c Investments—corporate bonds (attach schedule)....... 536,132 Click to see attachment
List of Attached Documents:
// Content
472,903 		457,541
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).......... 1,813,702 Click to see attachment
List of Attached Documents:
// Content
1,963,202 		2,443,380
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,777,861 4,771,776 5,570,066
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,777,861 4,771,776
29 Total net assets or fund balances (see instructions)..... 4,777,861 4,771,776
30 Total liabilities and net assets/fund balances (see instructions). 4,777,861 4,771,776
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
4,777,861
2
Enter amount from Part I, line 27a .....................
2
-5,147
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,772,714
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
938
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,771,776
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
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 481,180   478,527 2,653
b 1,511,844   1,455,320 56,524
c 206     206
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       2,653
b       56,524
c       206
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 59,383
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 1,794
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 1,794
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 1,794
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,952
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 2,952
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 1,158
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,158 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.FMINS.COM
14
The books are in care ofright arrowSUSAN BREDEMANN Telephone no.right arrow (989) 652-6121

Located atright arrow1 MUTUAL AVENUEFRANKENMUTHMI ZIP+4right arrow48787
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)
Yes
 
(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
 
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
JOHN S BENSON CHAIRMAN; DIRECTOR
0.50 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
ANDREW H KNUDSEN PRESIDENT
0.80 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
MARK L PINKERTON VP, CHARITABLE
0.50 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
TIMOTHY S DONNELLON VP, EDUCATIONAL
0.50 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
SUSANNAH W BISKUPSKI SECRETARY
1.00 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
SUSAN C BREDEMANN TREASURER
0.40 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
FREDERICK A EDMOND JR DIRECTOR
0.50 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
BRYAN L GILLELAND DIRECTOR
1.00 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
SCOTT G MERRIHEW VP. - SCHOLARSHIP
0.10 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
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
5,075,200
b
Average of monthly cash balances.......................
1b
97,323
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,172,523
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
5,172,523
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
77,588
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,094,935
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
254,747
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
254,747
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,794
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,794
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
252,953
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
252,953
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
252,953
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
383,240
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
 
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
383,240
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 7 252,953
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 20,266
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 383,240
a Applied to 2022, but not more than line 2a 20,266
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..... 252,953
e Remaining amount distributed out of corpus 110,021
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 5 110,021
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		110,021
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 110,021
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:
APPLICATIONS ARE ACCEPTED VIA WEBSI
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
(989) 652-6121
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FORM CAN BE FOUND ON WEBSITE.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GUIDELINES FOR AWARDS ARE LISTED ON APPLICATION FORMS TO DETERMINE ELIGIBILITY
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

ALEXANDER YOUTH NETWORK

6220 THERMAL ROAD
CHARLOTTE,NC28211 		  PC COMMUNITY SUPPORT 1,000

AMERICAN CANCER SOCIETY

PO BOX 10069
DETROIT,MI48210 		  PC COMMUNITY SUPPORT 6,000

AMERICAN CANCER SOCIETY

9500 S DADELAND BLVD STE 710
MIAMI,FL33156 		  PC COMMUNITY SUPPORT 5,000

AMERICAN RED CROSS

1800 E GRAND RIVER AVENUE
LANSING,MI49812 		  PC COMMUNITY SUPPORT 10,000

AUTISM SOCIETY

6110 EXECUTIVE BLVD SUITE 305
ROCKVILLE,MD20852 		  PC COMMUNITY SUPPORT 10,000

BARB SMITH SUICIDE RESOURCE AND RESPONSE NETWORK

PO BOX 6712
SAGINAW,MI48608 		  PC COMMUNITY SUPPORT 2,000

BAYSAIL

107 5TH STUPPER FL
BAY CITY,MI48708 		  PC COMMUNITY SUPPORT 2,000

BOYS AND GIRLS CLUB OF THE GREAT LAKES REGION

1781 FORDNEY ST
SAGINAW,MI48601 		  PC COMMUNITY SUPPORT 2,000

BRIDGE TO HOPE

300 FOXCROFT RD
HOULTON,ME04730 		  PC COMMUNITY SUPPORT 1,000

BRIDGTON FOOD PANTRY

PO BOX 207
BRIDGTON,ME04009 		  PC COMMUNITY SUPPORT 1,000

CAMP FISH TALES

2177 E ERICKSON RD
PINCONNING,MI48650 		  PC COMMUNITY SUPPORT 2,000

CARES OF FARMINGTON HILLS

27835 SHIAWASSEE ST
FARMINGTON HILLS,MI48336 		  PC COMMUNITY SUPPORT 1,000

CATHOLIC CHARITIES INC DIOCESE OF MADISON

702 S HIGH POINT RD STE 201
MADISON,WI53719 		  PC COMMUNITY SUPPORT 5,000

CHESANING AREA EMERGENCY RELIEF CENTER

218 CHURCH ST
CHESANING,MI48616 		  PC COMMUNITY SUPPORT 2,000

CHILD AND FAMILY SERVICES OF SAGINAW COUNTY

2838 AUTOMOTIVE CENTRE RD
SAGINAW,MI48603 		  PC COMMUNITY SUPPORT 10,000

CHRISTINE ANN DOMESTIC ABUSE SERVICE INC

206 ALGOMA BLVD
OSHKOSH,WI54091 		  PC COMMUNITY SUPPORT 3,500

COVENANT HEALTHCARE FOUNDATION

1447 N HARRISON STREET
SAGINAW,MI48602 		  PC COMMUNITY SUPPORT 25,000

CRISTO REY COMMUNITY CENTER

1717 N HIGH STREET
LANSING,MI48906 		  PC COMMUNITY SUPPORT 2,000

CROSSROADS COUNSELING MINISTRIES

163 CHURCHGROVE RD
FRANKENMUTH,MI48734 		  PC COMMUNITY SUPPORT 8,284

DA BLODGETT - ST JOHNS

2172 DEAN LAKE AVENUE
GRAND RAPIDS,MI49505 		  PC COMMUNITY SUPPORT 1,000

DAVID'S HOUSE

461 MT SUPPORT ROAD
LEBANON,NH03766 		  PC COMMUNITY SUPPORT 2,000

EASTERN KENTUCKY UNIVERSITY

521 LANCASTER AVENUE
RICHMOND,KY40475 		  SCHOOL COMMUNITY SUPPORT 50,000

EQUEST CENTER FOR THERAPEUTIC RIDING

3777 RECORD AVENUE NE
ROCKFORD,MI49341 		  PC COMMUNITY SUPPORT 2,000

FEEDING AMERICA

PO BOX 96749
WASHINGTON,DC20090 		  PC COMMUNITY SUPPORT 5,000

FIRST TEE OF EASTERN MICHIGAN

6045 DAVISON ROAD
BURTON,MI48509 		  PC COMMUNITY SUPPORT 660

FLINT DIAPER BANK

5190 EXCHANGE DRIVE
FLINT,MI48507 		  PC COMMUNITY SUPPORT 1,500

FOOD BANK COUNCIL OF MICHIGAN

330 MARSHALL STREET SUITE 102
LANSING,MI48912 		  PC COMMUNITY SUPPORT 5,000

FOOD BANK OF EASTERN MICHIGAN

2300 LAPEER ROAD
FLINT,MI48503 		  PC COMMUNITY SUPPORT 2,000

FRIENDS OF FOSTER KIDS

PO BOX 183621
SHELBY TWP,MI48318 		  PC COMMUNITY SUPPORT 2,000

GEORGIA STATE UNIVERSITY

PO BOX 2668
ATLANTA,GA30301 		  SCHOOL COMMUNITY SUPPORT 50,000

GIGI'S PLAYHOUSE CANTON

4061 BRADLEY CIRCLE NW
CANTON,OH44718 		  PC COMMUNITY SUPPORT 1,000

GIRL SCOUTS HEART OF MICHIGAN

5470 DAVIS ROAD
SAGINAW,MI48604 		  PC COMMUNITY SUPPORT 2,000

HOME REPAIR SERVICES OF KENT COUNTY INC

1100 S DIVISION AVE
GRAND RAPIDS,MI49507 		  PC COMMUNITY SUPPORT 3,000

HOSPICE OF MICHIGAN INC

2366 OAK VALLEY DRIVE
ANN ARBOR,MI48103 		  PC COMMUNITY SUPPORT 2,500

I SUPPORT THE 1 VETERAN FOOD PANTRY

PO BOX 6683
SAGINAW,MI48608 		  PC COMMUNITY SUPPORT 2,000

KEYSTONE PLACE INC

505 E MARKET ST
CENTREVILLE,MI49032 		  PC COMMUNITY SUPPORT 5,000

LIFE CARE ALLIANCE

1699 W MOUND ST
COLUMBUS,OH43223 		  PC COMMUNITY SUPPORT 2,000

MAKE-A-WISH MIDDLE TENNESSEE

600 HILL AVENUE SUITE 201
NASHVILLE,TN37210 		  PC COMMUNITY SUPPORT 2,000

MARIE WILKINSON FOOD PANTRY

834 NORTH HIGHLAND AVE
AURORA,IL60506 		  PC COMMUNITY SUPPORT 2,000

MICHIGAN COLLEGES ALLIANCE

26555 EVERGREEN RD STE 1210
SOUTHFIELD,MI48076 		  PC COMMUNITY SUPPORT 1,500

MICHIGAN INSURANCE HALL OF FAME

320 SOUTH MAIN STREET
OLIVET,MI49076 		  PC COMMUNITY SUPPORT 27,500

MUSTARD SEED SHELTER

1325 CHERRY STREET
SAGINAW,MI48601 		  PC COMMUNITY SUPPORT 2,000

NAMIC MUTUAL INSURANCE FOUNDATION

3601 VINCENNES ROAD
INDIANAPOLIS,IN46268 		  PC COMMUNITY SUPPORT 5,000

NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN

333 JOHN CARLYLE ST STE 125
ALEXANDRIA,VA22314 		  PC COMMUNITY SUPPORT 2,000

OLIVET COLLEGE

320 SOUTH MAIN STREET
OLIVET,MI49076 		  SCHOOL COMMUNITY SUPPORT 2,500

OLIVET COLLEGE

320 SOUTH MAIN STREET
OLIVET,MI49076 		  SCHOOL COMMUNITY SUPPORT 5,000

PINCONNING AREA EMERGENCY FOOD PANTRY

326 N MABEL
PINCONNING,MI48650 		  PC COMMUNITY SUPPORT 250

RESCUE MINISTRIES OF MID-MICHIGAN

PO BOX 548
SAGINAW,MI48603 		  PC COMMUNITY SUPPORT 2,000

RESCUE MINISTRIES OF MID-MICHIGAN

PO BOX 548
SAGINAW,MI48601 		  PC COMMUNITY SUPPORT 2,000

REVIVE LIFE HOUSE

800 S MAIN ST STE C
NICHOLASVILLE,KY40356 		  PC COMMUNITY SUPPORT 1,000

RONALD MCDONALD HOUSE

26345 NETWORK PLACE
CHICAGO,IL60673 		  PC COMMUNITY SUPPORT 4,500

SALVATION ARMY PLYMOUTH CORPS

9451 S MAIN
PLYMOUTH,MI48170 		  PC COMMUNITY SUPPORT 4,000

SECOND HARVEST FOOD BANK OF EAST TENNESSEE

136 HARVEST LANE
MARYVILLE,TN37801 		  PC COMMUNITY SUPPORT 2,500

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		  PC COMMUNITY SUPPORT 4,000

SUMTER UNITED MINISTRIES

36 S ARTILLERY DRIVE
SUMTER,SC29150 		  PC COMMUNITY SUPPORT 1,000

TEA (TEACH EMPOWER ACHIEVE)

1314 HOLDEN ST
DETROIT,MI48202 		  PC COMMUNITY SUPPORT 2,500

THE WOMEN'S CENTER

505 N EAST AVE
WAUKESHA,WI53186 		  PC COMMUNITY SUPPORT 5,000

TONI AND TRISH HOUSE

4699 11 MILE RD
AUBURN,MI48611 		  PC COMMUNITY SUPPORT 2,000

TOYS FOR TOTS

495 N FRANKLIN STE A
FRANKENMUTH,MI48734 		  PC COMMUNITY SUPPORT 4,000

TRAVIS MILLS FOUNDATION

747 WESTERN AVE SUITE 1
MANCHESTER,ME04351 		  PC COMMUNITY SUPPORT 2,000

UNDERGROUND RAILROAD INC

5647 STATE ST A
SAGINAW,MI48603 		  PC COMMUNITY SUPPORT 2,000

UNITED CHRISTIAN COMMUNITY SERVICE

1928 S REESE RD
REESE,MI48757 		  PC COMMUNITY SUPPORT 250

UNITED WAY OF SAGINAW COUNTY

100 S JEFFERSON AVENUE 3
SAGINAW,MI48607 		  PC COMMUNITY SUPPORT 30,000

VERMONT COMMUNITY FOUNDATION

3 COURT STREET
MIDDLEBURY,VT05753 		  PC COMMUNITY SUPPORT 2,000

VISTA MARIA

20651 W WARREN AVE
DEARBORN HEIGHTS,MI48127 		  PC COMMUNITY SUPPORT 1,500

WELLSPRING INTERFAITH SOCIAL SERVICES

1316 BROADWAY
FORT WAYNE,IN46802 		  PC COMMUNITY SUPPORT 2,500

WEST MIDLAND FAMILY CENTER

4011 W ISABELLA RD
SHEPHERD,MI48883 		  PC COMMUNITY SUPPORT 2,000

WHALEY CHILDREN'S CENTER

1201 NORTH GRAND TRAVERSE STREET
FLINT,MI48503 		  PC COMMUNITY SUPPORT 2,000

WREATHS ACROSS AMERICA

PO BOX 249
COLUMBIA FALLS,ME04623 		  PC COMMUNITY SUPPORT 1,700

YPSILANTI MEALS ON WHEELS

1110 W CROSS ST
YPSILANTI,MI48197 		  PC COMMUNITY SUPPORT 3,568
Total .................................right arrow 3a 371,212
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 ....     14 118,453  
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 59,383  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 177,836 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
177,836
(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
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
2023
Name of the organization
FRANKENMUTH INSURANCE FOUNDATION
 
Employer identification number

82-4383153
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
FRANKENMUTH INSURANCE FOUNDATION
  		Employer identification number
82-4383153
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
FRANKENMUTH INSURANCE COMPANY
 
1 MUTUAL AVENUE
 
FRANKENMUTH, MI48787

$ 250,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
FRANKENMUTH INSURANCE FOUNDATION
  		Employer identification number

82-4383153
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
FRANKENMUTH INSURANCE FOUNDATION
  		Employer identification number

82-4383153
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 5,554 2,777   2,777

TY 2023 InvestmentsCorpBondsSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN EXPRESS CO SR GLBL NT 9,684 9,840
AMERICAN HONDA FIN COR MTN FR DTD 09/10/2019 2.05% 01/10/2023 15,174 14,217
ASTRAZENECA FINANCE LLC GLBL NT 15,533 15,306
BANK OF AMERICA CORP FR DTD 07/23/2020 07/23/2031-2030 20,235 16,389
BANK OF AMERICA CORP FR DTD 4/22/2021 2.687% 5,022 4,229
CITIGROUP INC SR GLBL NT FIXED 24,025 24,521
COMCAST COR SR GLB NOTE DTD 02/16/2016 3.15% 03/01/2026-2025 18,523 18,746
DISNEY WALT CO SR GLBL NT DTD 12,386 13,315
DTE ELECTRIC CO 1M GLB BD DTD 02/26/2020 2.25% 03/01/2030-2029 19,872 17,571
ESTEE LAUDER COS INC SR NT DTD 4,995 4,988
FLORIDA POWER & LIGHT CO 1M GLBL 12,318 12,904
HOME DEPOT INC SR NT DTD 09/05/2017 2.8% 09/14/2027-2027 18,481 19,025
INTEL CORP SR NT DTD 08/05/2022 25,017 24,506
JOHN DEERE CAPITAL CORP DTD 24,535 25,451
JPMORGAN SENIOR NOTE DTD 07/14/2016 2.95% 10/01/2026-2026 29,628 25,423
LOCKHEED MARTIN CORP SR GLBL NT 13,936 14,486
MORGAN STANLEY DTD 10/20/2014 15,885 16,203
PEPSICO INC SR GLBL NT DTD 10/05/2017 3% 10/15/2027-2027 8,998 9,194
PNC FIN SERV GR INC SR GLBL NT 01/17/2019 3.5% 01/23/2024-2023 10,252 9,985
PROGRESSIVE CORP SR GLBL NT DTD 18,849 17,874
PROLOGIS LP SR GLBL NT DTD 08/20/2020 1.25% 10/15/2030-2030 19,378 16,187
PUBLIC SERVICE ELECTRIC & GAS CO 8,266 8,489
SIMON PROP GR LP SR GLB NT DTD 09/10/14 3.375% 10/01/2024-2024 14,666 13,685
STATE STREET CORP SR GLBL NT DTD 11/01/2019 11/01/2025-2024 20,700 19,497
TOYOTA MOTOR CREDIT CORP FR DTD 19,500 19,165
TRUIST FINANCIAL CORP DTD 24,925 22,895
US BANCORP MTNS BANK ENT FR 07/19/2016 2.375% 07/22/2026-2026 14,208 13,803
WASTE MANAGEMENT INC DEL SR GLBL 14,019 15,328
WELLS FARGO & CO FIXED TO FLOAT 13,893 14,319

TY 2023 InvestmentsCorpStockSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 6,641 10,897
ACADIA HEALTHCARE CO 1,690 4,199
ADOBE INC 7,150 19,688
AGREE REALTY CORP 3,717 3,462
AIRBNB INC CL A 12,402 12,253
ALIGN TECHNOLOGY INC 2,027 2,740
ALLSTATE CORPORATION 13,048 15,818
ALPHABET INC CL C 8,215 22,972
ALTAIR ENGINEERING INC 5,807 6,648
AMAZON.COM INC 31,960 47,708
AMERICAN INTERNATIONAL GROUP INC 4,788 16,328
APTARGROUP INC 2,108 2,720
ARCHER DANIELS MIDLAND CO 6,686 12,422
ATKORE INC 4,248 5,600
ATLANTIC UN BANKSHARES CORP 3,932 3,727
AUTODESK INC 6,262 9,983
AXON ENTERPRISE INC 6,612 8,783
AZENTA INC 4,271 4,625
BALCHEM CORP 5,739 6,545
BAXTER INTERNATIONAL INC 20,471 14,188
BIO RAD LABS INC CL A 3,331 3,875
BIO TECHNE CORP 7,115 6,636
BJS WHOLESALE CLUB HOLDINGS INC 2,664 7,066
BOOZ ALLEN HAMILTON HOLDING CORP CL A 2,616 6,907
BRIGHT HORIZONS FAM SOL INC 11,352 10,649
BURLINGTON STORES INC 3,289 4,279
CARTER INC 1,763 1,947
CASELLA WASTE SYSTEMS INC 15,912 15,468
CATALENT INC 1,620 2,336
CAVCO INDS INC 3,119 6,932
CCC INTELLIGENT SOLUTIONS 8,630 8,656
CHAMPIONX CORPORATION 1,660 2,074
CHART INDUSTRIES INC 2,702 2,181
CIGNA CORP 6,745 13,475
CISCO SYSTEMS INC 12,237 15,156
CLEARWATER ANALYTICS HOLDINGS 4,914 6,269
COGNEX CORP 9,710 8,932
COGNIZANT TECH SOLUTIONS CL A 12,053 15,635
COLUMBUS MCKINNON CORP 3,831 3,122
COMCAST CORPORATION CL A 13,217 16,488
COMFORT SYSTEMS USA INC 2,885 6,993
CONAGRA BRANDS INC 12,079 12,524
CONOCOPHILLIPS 3,075 13,348
CONSTRUCTION PARTNERS INC CL A 8,216 12,142
CREDICORP LTD BAP 3,858 3,898
CSW INDUSTRIALS INC 4,170 4,978
CVS HEALTH CORP 10,018 13,739
DEFINITIVE HEALTHCARE CORP CLASS 3,939 3,499
DISNEY WALT CO 13,330 12,099
DOLLAR GENERAL CORP 16,759 13,187
DOLLAR TREE INC 7,959 13,637
DORMAN PRODUCTS INC 3,082 3,587
DOVER CORP 16,182 16,765
DUKE ENERGY CORP 14,220 14,168
DUPONT DE NEMOURS INC 9,089 16,232
EAGLE MATERIALS INC 2,022 6,491
EASTERLY GOVERNMENT PROPERTIES INC 2,905 2,339
EASTGROUP PROPERTY INC 3,619 4,038
ELEMENT SOLUTIONS INC 4,144 5,345
ELI LILLY & CO 3,001 2,915
ENN ENERGY HOLDINGS LTD ADR 5,503 2,677
ENTERGRIS INC 2,355 6,590
EQUITY RESIDENTIAL 12,437 13,822
EVI INDS INC 6,032 6,217
EXPONENT INC 13,683 14,967
FAIR ISAAC CORP 8,847 12,804
FEDERAL SIGNAL CORP 1,943 5,372
FIDELITY NATL INFORMATION SVCS 20,158 13,456
FIVE BELOW INC 2,573 5,542
FIVE9 INC 3,660 3,462
GARTNER INC 4,574 14,887
GENERAC HOLDINGS INC 3,647 3,489
GENTHERM INC 3,321 2,409
GIBRALTAR INDUSTRIES INC 2,316 4,265
GLACIER BANCORP INC 2,916 3,016
GLOBUS MEDICAL INC CL A 3,997 4,476
GRACO INC 9,967 10,238
GRAND CANYON ED INC 2,812 3,169
GUIDEWIRE SOFTWARE INC 4,780 6,760
HALOZYME THERAPEUTICS INC 3,664 3,252
HEICO CORP CL A 8,843 9,116
HENRY JACK & ASSOC INC 7,846 7,844
HEXCEL CORP 2,856 4,573
HILLMAN SOLUTIONS CORP CL A 5,061 5,342
HOLOGIC INC 17,293 17,219
HONEYWELL INTERNATIONAL INC 14,797 15,519
IDACORP INC 3,471 3,834
IDEX CORP 4,954 4,994
INTEGER HLDGS CORP 3,941 5,350
INTRA-CELLULAR THERAPIES INC 4,094 5,515
ITT INC COM 3,555 4,773
JOHN BEAN TECHNOLOGIES CORP 4,981 4,177
JOHNSON & JOHNSON 9,799 11,756
KINSALE CAP GROUP INC COM 2,352 6,028
KRISPY KREME INC 1,656 1,735
LANCASTER COLONY CORP 4,177 4,326
LCI INDUSTRIES INC 4,408 4,526
LINCOLN ELECTRIC HOLDINGS INC 3,447 5,654
LITHIA MOTORS INC CL A 1,569 6,256
LOWES COS INC 13,855 14,688
M/S-COM TECHNOLOGY SOLUTIONS 2,554 4,090
MAGNOLIA OIL & GAS CORP 3,119 3,023
MANHATTAN ASSOCIATES INC 3,710 6,244
MARKETAXESS HOLDINGS INC 2,329 2,929
MASTERCARD INC 6,677 15,354
MATADOR RESOURCES CO 3,496 3,412
MERCK & CO INC 9,825 15,263
MERCURY SYSTEMS INC 4,625 4,974
MERIT MEDICAL SYSTEMS INC 10,119 9,495
MICROSOFT CORP 14,733 29,707
MOLINA HEALTHCARE INC 815 2,168
MOTOROLA SOLUTIONS INC 7,756 15,341
MSA SAFETY INCORPORATED 3,530 3,545
NATIONAL STORAGE AFFILIATES TR 3,180 2,654
NEOGEN CORP 5,713 5,329
NETFLIX INC 8,157 16,067
NEUROCRINE BIOSCIENCES INC 3,549 5,929
NIKE INC 3,499 5,429
NORDSON CORP 2,989 6,604
NORTHROP GRUMMAN CORP 6,746 12,640
NOVANTA INC 11,486 10,947
ORACLE CORP 6,315 14,971
OVINTIV INC 3,263 2,723
PAYCOR HCM INC 6,138 5,721
PAYLOCITY HLDG CORP 5,777 4,781
PAYPAL HOLDINGS INC 12,534 11,177
PERFORMANCE FOOD GROUP CO 3,782 6,362
PHYSICIANS REALTY TRUST 2,978 2,489
PINNACLE FINANCIAL PARTNERS, INC 3,142 6,018
PIPER SANDLER COMPANIES 2,636 5,946
POLARIS INDUSTRIES INC 2,928 3,317
POOL CORPORATION 9,783 10,366
PORTLAND GENERAL ELECTRIC CO 3,894 3,727
PROCORE TECHNOLOGIES INC 3,646 4,292
Q2 HOLDINGS INC 3,681 5,122
QUAKER CHEMICAL CORP 4,460 5,762
RAPID7 INC 1,454 2,912
RBC BEARINGS INC 12,058 19,373
REPLIGEN CORP 8,093 10,069
ROLLINS INC 12,388 12,577
RPM INTL INC 2,581 5,135
RTX CORPORATION 7,914 12,873
SALESFORCE.COM INC 9,357 16,315
SCHNEIDER NATIONAL INC B 2,239 2,876
SERVICENOW INC 8,087 22,608
SILICON LABORATORIES INC 2,381 3,968
SIMPSON MANUFACTURING CO 6,397 9,305
SITEONE LANDSCAPE SUPPLY INC 8,301 8,125
SM ENERGY CO 2,251 1,936
SPS COMM INC 11,736 12,600
STIFEL FINANCIAL CORP 3,110 3,596
SUN COMMUNITIES INC 3,495 4,678
TANDEM DIABETES CARE INC 2,698 3,343
TELEDYNE TECHNOLOGIES INC 13,802 14,728
TELEFLEX INCORPORATED 4,776 4,987
TEXAS ROADHOUSE INC 3,584 7,089
THERMO FISHER SCIENTIFIC INC 8,704 8,493
TJX COS INC 10,574 14,822
TORO CO 2,317 4,128
TREX COMPANY INC 8,482 10,928
TRUIST FINANCIAL CORPORATION 11,038 12,996
TYLER TECHNOLOGIES INC 10,257 10,453
UNITEDHEALTH GROUP INC 6,447 10,529
US BANCORP 16,775 16,187
VAIL RESORTS INC 8,816 8,325
VERICEL CORP 2,425 2,457
VERIZON COMMUNICATIONS INC 16,909 13,308
VISA INC CL A 7,272 14,840
VOYA FINANCIAL INC 5,201 6,931
WATSCO INC 10,081 11,569
WEST PHARMACEUTICAL SERVICES INC 7,962 7,395
WINTRUST FINANCIAL CORP 3,370 4,267
WORKDAY INC CL A 6,132 7,454
WORKIVA INC 3,784 3,960
ZEBRA TECHNOLOGIES CORP CL A 2,259 4,100
ZOETIS INC CL A 3,360 8,290

TY 2023 InvestmentsGovtObligationsSch
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
US Government Securities - End of Year Book Value:

715,596
US Government Securities - End of Year Fair Market Value:

706,195
State & Local Government Securities - End of Year Book Value:


276,836
State & Local Government Securities - End of Year Fair Market Value:


275,237


TY 2023 InvestmentsOtherSchedule2
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCENTURE PLC AT COST 5,188 12,984
ADR ERSTE BK DER OESTERREICHISCHEN AT COST 6,579 8,973
ADYEN NV UNSPONSORED ADR AT COST 3,129 4,907
AEGON N V NY REGISTRY ADR AT COST 2,831 4,130
AIA GROUP LTD SPONSORED ADR AT COST 6,354 6,691
AIR LIQUIDE ADR AT COST 2,882 4,830
ALCON INC AT COST 5,443 6,328
ALFA LAVAL AB SWEDEN ADR AT COST 3,697 6,157
ALIBABA GROUP HLDG LTD ADR AT COST 16,298 12,867
ALLIANZ SE ADR AT COST 12,944 17,268
AMBEV SA SPONS ADR AT COST 9,425 10,535
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR AT COST 6,173 7,561
ASSA ABLOY AB ADR AT COST 3,537 4,587
ASTELLAS PHARMA INC ADR AT COST 8,053 7,021
ATLAS COPCO AB SPONSORED ADR A AT COST 2,921 8,037
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR AT COST 5,302 8,645
BANK OF NOVA SCOTIA GLBL COCO AT COST 24,753 24,044
BARCLAYS PLC ADR AT COST 5,658 6,816
BHP BILLITON FINANCE USA LTD SR AT COST 14,771 15,168
BHP GROUP LTD ADR AT COST 11,292 11,476
BIC SA AT COST 5,316 6,755
BIONTECH SE SPONSORED ADR AT COST 5,120 5,277
BNP PARIBAS SPONSORED ADR AT COST 5,507 9,067
CANADIAN NATIONAL RAILWAY COMPANY AT COST 3,008 4,397
CARREFOUR SPONSORED ADR AT COST 7,551 8,601
CEMEX SAV DE CV SPONSORED ADR AT COST 3,499 7,332
CHUGAI PHARMACEUTICALS CO AT COST 9,898 14,119
COMPAGNIE FIN RICHEMONTAG ADR AT COST 4,793 6,047
CYBERARK SOFTWARE LTD AT COST 5,071 7,229
DAIFUKU CO LTD ADR AT COST 3,375 3,428
DANONE SPONSORED ADR AT COST 4,454 5,115
DASSAULT SYSTEMS S A SPONSORED ADR AT COST 8,436 12,892
DBS GROUP HOLDINGS LTD SPONSORED ADR AT COST 11,493 15,189
DESCARTES SYSTEM GROUP INC AT COST 11,107 11,852
DFA EMERGING MARKETS CORE EQUITY AT COST 116,661 130,315
EMBRAER S A ADR AT COST 8,603 14,483
ENERSIS CHILE SA SPON ADR AT COST 1,990 4,095
ENI S P A SPONSORED ADR AT COST 4,677 7,924
EPIROC AKTIEBOLAC ADR AT COST 3,627 6,100
EQUINOR ASA SR GLBL NT DTD 04/06/2020 3.125% 04/06/2030-2030 AT COST 27,771 23,513
FIRST PAC LTD SPONSORED ADR AT COST 3,324 4,167
FIRSTSERVICE CORP AT COST 13,660 14,426
FOMENTO ECONOMICO MEXICANO SAB SPONSORED ADR AT COST 7,711 13,947
GATES INDUSTRIAL CORPORATION PLC AT COST 4,029 3,959
GDF SUEZ SPONONSORED ADR EACH REPR AT COST 5,087 7,245
GENMAB A S AT COST 6,406 5,094
GLOBANT SA AT COST 6,174 6,663
GRIFOLS SA ADR AT COST 10,704 10,069
GSK PLC ADR AT COST 10,911 11,266
HAIER SMART HOME CO LTD ADR AT COST 13,785 11,986
HALEON PLC ADR AT COST 7,837 8,666
HDFC BANK LTD ADR AT COST 5,543 6,912
HEIDELBERGCEMENT AG ADR AT COST 8,575 13,961
HEINEKEN HLDG N V SPONSORED ADR AT COST 11,406 12,411
HENKEL AG AND CO KGAA SPSD ADR SPONSORED ADR AT COST 10,773 10,920
HONDA MOTOR LTD AMERN ADR AT COST 5,282 6,398
ICICI BANK LTD ADR AT COST 2,215 4,720
IMPERIAL BRANDS PLC SPONSORED ADR AT COST 6,275 6,970
INFINEON TECHNOLOGIES AG SPONSORED ADR AT COST 10,739 18,205
INTESA SANPAOLO S P A SPONSORED ADR AT COST 7,689 10,594
J SAINSBURY PLC SPONSORED ADR AT COST 5,719 7,568
JAZZ PHARMACEUTICALS PLC AT COST 4,538 4,305
KERING ADR AT COST 11,156 9,512
KINGFISHER PLC SPONSORED ADR AT COST 7,209 8,638
KOMATSU LTD SPONSORED ADR AT COST 4,144 5,296
KONINKLIJKE PHILIPS NV NV ADR AT COST 8,972 11,408
LINDE PLC AT COST 3,201 6,161
LOREAL CO ADR AT COST 8,298 13,917
MAKITA CORP ADR AT COST 5,536 5,998
MANULIFE FINANCIAL CORP AT COST 8,554 10,652
MARKS & SPENCER GROUP PLC SPONSORED ADR AT COST 3,612 6,271
MEDTRONIC GLOBAL HOLDINGS S C A AT COST 14,847 14,952
MITSUBISHI UFJ FINANCIAL GRP INC SPONSORED ADR AT COST 4,297 7,930
MOBILE TELESYSTEMS OJSC SPONSORED ADR AT COST 2,163 1,623
MS&AD INSURANCE GROUP HOLDGINGS ADR AT COST 4,288 5,946
NESTLE S A SPONSORED ADR AT COST 3,951 5,088
NISSAN MOTORS SPONSORED ADR AT COST 5,559 5,523
NITORI HOLDINGS COMPANY LTD UNSPONSORED ADR AT COST 4,250 4,035
NOVARTIS A G SPONSORED ADR AT COST 5,084 6,664
NOVO-NORDISK A S ADR AT COST 5,869 6,517
NOVOZYMES A/S SPONSORED ADR AT COST 2,832 3,239
ORANGE SPONSORED ADR AT COST 8,607 8,504
P T TELEKOMUNIKASI INDONESIA AT COST 4,367 4,637
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR PFD AT COST 6,069 11,124
PFIZER INVESTMENT ENTERPRISES SR AT COST 29,009 28,930
PING AN INS GROUP CO CHINA LTD SPONSORED ADR AT COST 4,273 2,210
PISC LUKOIL SPONSORED ADR AT COST 4,625 390
PRINCIPAL DIVERSIFIED REAL ASSET INSTL AT COST 159,894 160,176
PUBLICIS S A SPONSORED ADR AT COST 3,900 8,601
RENAULT S A AT COST 2,808 3,147
RIO TINTO PLC SPONSORED ADR AT COST 6,279 8,340
ROCHE HOLDINGS LTD SPONSORED ADR AT COST 6,378 7,355
ROLLS ROYCE HOLDINGS PLC SPONSORED ADR AT COST 4,056 15,256
ROYAL BANK CANADA SR GLBL COCO DTD 06/10/2020 1.15% 06/10/2025 AT COST 15,233 15,726
SANOFI AVENTIS ADR AT COST 12,095 13,328
SAP SE SPON ADR EACH REP 1 ORD NPV AT COST 16,287 24,889
SCHNEIDER ELECTRIC SE ADR AT COST 3,641 9,253
SHELL INTL FIN BV SR GLB NOTE DTD 05/10/2016 2.875% 05/10/2026 AT COST 12,075 15,726
SHIMANO INC ADR AT COST 3,194 3,146
SHINHAN FINANCIAL GROUP CO LTD SPONSORED ADR AT COST 4,931 5,325
SHIONOGI & CO LTD ADR AT COST 5,119 4,525
SHISEIDO SPONSORED ADR AT COST 3,694 2,403
SMITH & NEPHEW PLC ADR AT COST 6,852 7,911
SOFTBANK CORP AT COST 4,342 4,338
SONOVA HOLDINGS AG AT COST 2,664 4,507
SONY CORP ADR AT COST 9,203 9,753
STEVANATO GROUP SPA AT COST 5,604 4,803
SUMITOMO MITSUI HOLDINGS ADR AT COST 5,431 6,298
SURGUTNEFTEGAS PJSC SPON ADR PFD AT COST 5,366 499
SWATCH GROUP AG ADR AT COST 9,153 9,478
SYMRISE AG ADR AT COST 4,004 5,117
SYSMEX CORP ADR AT COST 3,390 3,165
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR AT COST 16,223 24,648
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR AT COST 17,858 17,138
TELECOM ITALIA SPA SPONSORED ADR AT COST 3,801 3,069
TELEFONICA BRASIL SA ADR AT COST 3,200 4,310
TENCENT HOLDINGS LTD ADR AT COST 4,454 4,119
TESCO PLC SPONSORED ADR AT COST 6,647 8,459
TORONTO DOMINION BANK FR DTD 09/11/2020 .75% 09/11/2025 AT COST 25,000 25,180
TOTAL CAPITAL SR GLBL NT 24 DTD 01/15/2014 3.75% 04/10/2024 AT COST 10,927 9,654
TOTAL SE SPONSORED ADR AT COST 5,049 7,681
UBS GROUP AG SHS AT COST 4,493 12,422
UNICHARM CORP ADR AT COST 4,511 4,870
UNILEVER PLC SPONSORED ADR AT COST 7,045 7,320
VANGUARD 500 INDEX ADMIRAL AT COST 504,359 794,420
VANGUARD SHORT-TERM INVESTMENT ADMIRAL FUND AT COST 264,512 258,232
WILLIS TOWERS WATSON PUB LTD AT COST 6,141 6,754
WPP PLC ADR AT COST 10,325 9,704
XP INC AT COST 3,778 3,441
YANDEX N V AT COST 945 522

TY 2023 OtherDecreasesSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Description Amount
NONDIVIDEND DISTRIBUTION 455
BOOK TO TAX DIFFERENCE 483


TY 2023 OtherExpensesSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 1,811 906   905


TY 2023 OtherProfessionalFeesSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 49,478 41,132   8,346


TY 2023 TaxesSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 3,928 3,928   0
EXCISE TAXES 1,000 0   0