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
F ROSS BIRKHILL AND LAURA JEAN BIRKHILL
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI482757874
A Employer identification number

41-2184583
B Telephone number (see instructions)

(313) 881-2439
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$1,238,277J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 32,972 32,529  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,009
b Gross sales price for all assets on line 6a 524,381
7 Capital gain net income (from Part IV, line 2)... 9,009
8 Net short-term capital gain......... 0
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)....... 457    
12 Total. Add lines 1 through 11........ 42,438 41,538  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 17,866 17,866   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 271 212   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 43 3   40
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,180 18,081 0 40
25 Contributions, gifts, grants paid....... 64,082 64,082
26 Total expenses and disbursements. Add lines 24 and 25 82,262 18,081 0 64,122
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -39,824
b Net investment income (if negative, enter -0-) 23,457
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 69,134 44,775 44,775
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 824,036 Click to see attachment
List of Attached Documents:
// Content
726,923 		891,551
c Investments—corporate bonds (attach schedule)....... 235,237 Click to see attachment
List of Attached Documents:
// Content
316,668 		301,951
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)..........     0
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) 1,128,407 1,088,366 1,238,277
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
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........ 1,128,407 1,088,366
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)..... 1,128,407 1,088,366
30 Total liabilities and net assets/fund balances (see instructions). 1,128,407 1,088,366
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
1,128,407
2
Enter amount from Part I, line 27a .....................
2
-39,824
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,088,583
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
217
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,088,366
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 17. AFLAC INC   2022-02-08 2023-01-05
b 7. AFLAC INC   2022-05-27 2023-03-24
c 26. AFLAC INC   2022-02-08 2023-03-24
d 45. AFLAC INC   2022-05-27 2023-10-30
e 53. AES CORP   2023-04-25 2023-06-02
115. AT&T INC   2023-04-25 2023-07-18
57. AT&T INC   2018-12-24 2023-07-18
141. AT&T INC   2022-03-25 2023-10-30
26. ACTIVISION BLIZZARD INC   2022-11-07 2023-01-05
4. ALEXANDRIA REAL ESTATE EQUITIES, INC (REIT)   2022-05-27 2023-01-05
7. ALEXANDRIA REAL ESTATE EQUITIES, INC (REIT)   2020-06-29 2023-01-05
4. ALLSTATE CORP   2020-06-29 2023-01-05
15. ALLSTATE CORP   2020-06-29 2023-02-07
86. ALPHABET INC CL C   2020-10-13 2023-03-24
20. ALPHABET INC CL C   2020-10-13 2023-04-25
48. ALPHABET INC CL A   2020-10-13 2023-03-15
73. ALPHABET INC CL A   2020-10-13 2023-03-24
19. ALPHABET INC CL A   2020-10-13 2023-04-25
7. AMERICAN ELEC PWR INC   2020-06-29 2023-07-18
15. AMERICAN ELEC PWR INC   2020-06-29 2023-08-21
65. ANNALY MTG MGMT INC COM NEW   2021-05-27 2023-01-05
6. ELEVANCE HEALTH INC   2023-03-24 2023-07-18
11. APPLE COMPUTER INC   2022-04-26 2023-02-07
71. APPLE COMPUTER INC   2022-01-04 2023-02-27
59. AVANGRID INC   2023-01-05 2023-06-02
1661.531 BAIRD AGGREGATE BOND FUND   2021-01-05 2023-03-15
1967.425 BAIRD AGGREGATE BOND FUND   2023-04-17 2023-12-06
101. BANK OF AMERICA CORP   2023-02-07 2023-09-27
13. BAXTER INTERNATIONAL INC   2022-08-02 2023-01-05
20. BAXTER INTERNATIONAL INC   2020-06-29 2023-01-05
37. BERKLEY W R CORP COM   2020-06-29 2023-07-18
883.623 BLACKROCK FDS V STRATEGIC INCOME OPPORTUNITIES PORTFOLIO-INST   2021-03-10 2023-03-15
5. BROADRIDGE FINL SOLUTIONS INC   2020-09-11 2023-03-24
12. BROADRIDGE FINL SOLUTIONS INC   2020-09-11 2023-06-02
4. BROADCOM INC   2021-01-19 2023-09-27
30. CBRE GROUP INC   2023-03-24 2023-07-18
13. C H ROBINSON WORLDWIDE INC   2020-06-29 2023-01-05
7. THE CIGNA GROUP   2022-11-07 2023-09-27
10. CMS ENERGY CORP   2022-11-07 2023-02-07
19. CMS ENERGY CORP   2021-01-19 2023-02-07
21. CVS CORPORATION (DEL)   2022-06-29 2023-07-18
18. CVS CORPORATION (DEL)   2017-05-25 2023-08-21
11. CAPITAL ONE FINANCIAL CORP   2022-09-06 2023-01-05
5. CHENIERE ENERGY INC   2023-04-25 2023-08-21
6. CHEVRONTEXACO CORP   2020-03-23 2023-02-07
29. COGNIZANT TECHNOLOGY SOLUTIONS   2021-04-27 2023-02-07
26. COGNIZANT TECHNOLOGY SOLUTIONS   2021-04-27 2023-09-27
32. COLGATE PALMOLIVE CO   2020-06-29 2023-06-02
25. CONOCOPHILLIPS   2022-11-07 2023-04-25
8. CROWN CASTLE INC.   2021-10-01 2023-07-18
207. DBX ETF TR XTRACK MSCI GRMY EAFE CURRENCY-HEDGED EQUITY FUND   2022-02-08 2023-02-27
31. DELL TECHNOLOGIES INC -C   2023-04-25 2023-07-18
17. WALT DISNEY CO   2023-03-24 2023-06-02
6. DOLLAR GEN CORP NEW   2020-09-11 2023-01-05
9. DOLLAR GEN CORP NEW   2020-09-11 2023-03-24
33. DUPONT DE NEMOURS INC   2023-01-05 2023-10-30
20. EOG RESOURCES INC   2022-09-06 2023-06-02
49. EBAY INC   2022-09-06 2023-03-24
11. ECOLAB INC   2021-07-30 2023-01-05
21. EXXON MOBIL CORP COMMON STOCK   2020-03-23 2023-10-30
18. FMC CORP - NEW   2023-03-24 2023-10-30
6. F5 NETWORKS INC   2023-01-24 2023-07-18
6. F5 NETWORKS INC   2021-02-22 2023-07-18
52. FNF GROUP   2021-11-03 2023-07-18
6. FISERV INC   2020-03-23 2023-03-24
6. GALLAGHER ARTHUR J & CO   2020-06-29 2023-02-07
15. GENERAL MILLS INC   2022-09-06 2023-02-07
38. GENUINE PARTS CO   2022-06-29 2023-10-30
40. HASBRO INC   2022-06-29 2023-07-18
84. HORMEL FOODS CORP   2022-09-06 2023-04-25
31. INTEL CORP   2022-09-06 2023-07-18
89. INTEL CORP   2022-01-04 2023-07-18
10. IBM CORP   2023-06-02 2023-09-27
31. IBM CORP   2020-06-29 2023-09-27
44. INTERNATIONAL PAPER CO   2022-05-27 2023-02-07
33. INTERNATIONAL PAPER CO   2023-03-24 2023-07-18
33. INTERNATIONAL PAPER CO   2022-03-25 2023-07-18
90. ISHARES TR-S&P SMALL CAP 600   2020-06-29 2023-02-27
184. ISHARES TR HIGH DIVIDEND EQUITY   2022-11-09 2023-02-27
1004. ISHARES TR HIGH DIVIDEND EQUITY   2022-11-09 2023-08-28
18. J P MORGAN CHASE & CO   2022-01-04 2023-02-07
39. JUNIPER NETWORKS INC   2020-06-29 2023-09-27
19. KELLOGG CO   2023-04-25 2023-09-27
82. KEURIG DR PEPPER INC COM   2023-01-05 2023-06-02
51. KEURIG DR PEPPER INC COM   2023-01-05 2023-08-21
22. KEYSIGHT TECHNOLOGIES INC - W/I   2020-12-15 2023-09-27
12. KIMBERLY CLARK CORP   2018-12-24 2023-04-25
28. KROGER CO   2022-11-07 2023-02-07
25. LKQ CORP   2022-08-02 2023-01-05
43. LIBERTY MEDIA CORP-LIBERTY SIRIUSXM GROUP   2022-10-04 2023-03-24
49. LIBERTY MEDIA CORP-LIBERTY SIRIUSXM GROUP   2022-02-08 2023-03-24
72. LIBERTY MEDIA CORP-LIBERTY SIRIUS GROUP-C   2023-03-24 2023-04-25
128. LIBERTY MEDIA CORP-LIBERTY SIRIUS GROUP-C   2023-03-24 2023-08-08
32. LIBERTY MEDIA CORP DEL COM   2023-03-24 2023-08-08
128. LIBERTY MEDIA CORP DEL COM   2023-03-24 2023-08-21
15. LILLY ELI & CO   2022-03-25 2023-08-21
3. LOCKHEED MARTIN CORP   2021-10-01 2023-10-30
8. LOWES COS INC   2020-03-16 2023-01-05
51. METLIFE INC   2023-01-05 2023-04-25
59. METLIFE INC   2023-01-05 2023-08-21
4. MICROSOFT CORP   2022-04-26 2023-02-07
6. MICROSOFT CORP   2022-01-04 2023-02-07
7. MICROSOFT CORP   2022-06-29 2023-02-27
26. MICROSOFT CORP   2020-06-29 2023-02-27
8. MOODY'S CORPORATION   2021-02-22 2023-01-05
24. NASDAQ STOCK MARKET INC   2020-06-29 2023-04-17
39. NASDAQ STOCK MARKET INC   2020-06-29 2023-07-18
3. NET LEASE OFFICE PROPERTIES REIT   2023-11-02 2023-11-06
11. NIKE INC CL B   2020-06-29 2023-01-05
5. NIKE INC CL B   2020-06-29 2023-03-24
19. NIKE INC CL B   2022-08-02 2023-06-02
10. NIKE INC CL B   2020-06-29 2023-06-02
7. NORFOLK SOUTHERN CORP   2022-08-02 2023-01-05
6. ORACLE CORPORATION   2020-06-29 2023-07-17
34. ORACLE CORPORATION   2020-06-29 2023-09-27
16. PPG INDS INC   2020-06-29 2023-01-05
11. PAYCHEX INC   2021-04-27 2023-04-17
40. PHILIP MORRIS INTL INC   2023-03-24 2023-08-21
22. PROGRESSIVE CORP   2020-06-29 2023-07-18
8. PUBLIC STORAGE INC (REIT)   2020-06-29 2023-10-30
38. RTX CORPORATION   2022-03-25 2023-09-27
14. RTX CORPORATION   2022-08-02 2023-10-30
171.627 T ROWE PRICE FLOATING RATE   2023-10-09 2023-11-06
1922.184 T ROWE PRICE FLOATING RATE   2021-03-10 2023-11-06
3. S&P GLOBAL INC   2020-10-13 2023-04-17
535. SIRIUS XM HLDGS INC   2023-03-24 2023-04-25
806. SIRIUS XM HLDGS INC   2023-03-24 2023-08-21
7. SNAP ON INC   2023-01-05 2023-04-25
6. STARBUCKS CORP   2021-01-19 2023-01-05
5. TEXAS INSTRS INC   2020-11-12 2023-07-17
12. 3M CO   2022-04-26 2023-02-07
5. 3M CO   2018-12-24 2023-02-07
13. 3M CO   2018-12-24 2023-06-02
3. TRACTOR SUPPLY CO   2022-08-02 2023-01-05
1. TRACTOR SUPPLY CO   2020-09-11 2023-01-05
13. UNION PACIFIC CORP   2020-06-29 2023-07-18
6. UNION PACIFIC CORP   2020-06-29 2023-08-21
10000. UNITED STATES TREAS BILLS 0% BILL 13/07/2023 USD 0%   2022-11-10 2023-08-03
4. UNITEDHEALTH GROUP INC   2021-03-26 2023-07-18
9. UNITEDHEALTH GROUP INC   2021-03-26 2023-10-30
15. VAIL RESORTS INC   2023-06-02 2023-09-27
97. VANGUARD TOTAL INTERNATIONAL   2019-01-02 2023-02-27
2521.73 VANGUARD SHORT-TERM INVESTMENT-GRADE ADM   2023-02-28 2023-04-17
5. WK KELLOGG CO   2023-04-25 2023-10-09
19. WELLTOWER INC   2022-11-07 2023-07-18
24. YUM! BRANDS INC   2021-11-03 2023-01-05
5. YUM! BRANDS INC   2023-02-07 2023-03-24
6. YUM! BRANDS INC   2021-05-27 2023-03-24
28. ZILLOW GROUP INC   2023-03-24 2023-04-25
7. ZOETIS INC   2019-02-06 2023-02-07
11. ZOETIS INC   2019-02-06 2023-03-24
24. JOHNSON CONTROLS INTERNATIONAL PLC   2018-12-24 2023-01-05
39. MEDTRONIC PLC   2020-06-09 2023-10-30
7. CHUBB LTD   2021-10-01 2023-04-17
3. CHUBB LTD   2021-10-01 2023-09-27
6. GARMIN LTD   2022-06-29 2023-03-24
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(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 1,216   1,119 97
b 434   419 15
c 1,612   1,712 -100
d 3,486   2,695 791
e 1,061   1,267 -206
1,559   2,029 -470
773   1,198 -425
2,153   2,693 -540
1,998   1,856 142
573   673 -100
1,002   1,129 -127
551   383 168
2,017   1,434 583
9,112   6,777 2,335
2,121   1,576 545
4,466   3,775 691
7,673   5,741 1,932
2,001   1,494 507
589   555 34
1,173   1,190 -17
1,402   2,280 -878
2,678   2,696 -18
1,677   1,755 -78
10,546   12,953 -2,407
2,214   2,533 -319
16,283   19,506 -3,223
19,025   19,241 -216
2,763   3,686 -923
686   762 -76
1,055   1,682 -627
2,238   1,394 844
8,147   9,140 -993
692   676 16
1,812   1,622 190
3,266   1,834 1,432
2,646   2,032 614
1,157   1,005 152
2,013   2,268 -255
621   562 59
1,179   1,114 65
1,512   1,721 -209
1,205   1,371 -166
1,026   1,122 -96
818   747 71
1,022   324 698
1,927   2,306 -379
1,777   2,068 -291
2,412   2,312 100
2,517   3,370 -853
880   1,439 -559
7,230   7,895 -665
1,663   1,312 351
1,532   1,604 -72
1,458   1,201 257
1,827   1,802 25
2,408   2,313 95
2,214   2,408 -194
2,070   2,116 -46
1,597   2,432 -835
2,212   649 1,563
1,036   2,094 -1,058
893   880 13
893   1,157 -264
1,973   2,491 -518
665   469 196
1,164   576 588
1,139   1,148 -9
4,841   5,001 -160
2,534   3,442 -908
3,351   4,015 -664
1,058   945 113
3,039   4,745 -1,706
1,432   1,317 115
4,440   3,547 893
1,776   2,111 -335
1,031   1,122 -91
1,031   1,503 -472
9,288   6,059 3,229
18,775   19,013 -238
102,834   102,135 699
2,552   3,011 -459
1,077   879 198
1,125   1,293 -168
2,557   2,901 -344
1,714   1,804 -90
2,877   2,724 153
1,749   1,331 418
1,241   1,307 -66
1,352   1,381 -29
1,099   1,729 -630
1,252   2,482 -1,230
1,975   1,839 136
3,269   3,269  
1,057   847 210
3,057   2,423 634
8,227   4,364 3,863
1,337   1,045 292
1,600   656 944
3,040   3,691 -651
3,639   4,270 -631
1,054   1,159 -105
1,581   1,323 258
1,761   1,828 -67
6,541   5,143 1,398
2,230   2,217 13
1,332   938 394
1,994   1,524 470
38   35 3
1,340   1,054 286
602   479 123
2,025   2,133 -108
1,066   958 108
1,738   1,748 -10
716   328 388
3,553   1,858 1,695
1,970   1,672 298
1,192   1,087 105
3,771   3,640 131
2,673   1,736 937
1,900   1,524 376
2,783   3,906 -1,123
1,100   1,348 -248
1,605   1,603 2
17,972   18,759 -787
1,045   1,077 -32
1,986   2,996 -1,010
3,563   3,002 561
1,803   1,625 178
624   610 14
905   774 131
1,384   1,748 -364
577   911 -334
1,255   2,367 -1,112
664   573 91
221   139 82
2,753   2,140 613
1,341   988 353
9,723   9,723  
2,007   1,484 523
4,767   3,340 1,427
3,555   3,769 -214
5,260   4,567 693
25,394   25,066 328
56   83 -27
1,485   1,152 333
3,064   2,935 129
639   638 1
767   720 47
1,203   1,199 4
1,145   612 533
1,792   961 831
1,568   702 866
2,728   3,144 -416
1,371   1,229 142
631   527 104
571   587 -16
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
      31
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       97
b       15
c       -100
d       791
e       -206
      -470
      -425
      -540
      142
      -100
      -127
      168
      583
      2,335
      545
      691
      1,932
      507
      34
      -17
      -878
      -18
      -78
      -2,407
      -319
      -3,223
      -216
      -923
      -76
      -627
      844
      -993
      16
      190
      1,432
      614
      152
      -255
      59
      65
      -209
      -166
      -96
      71
      698
      -379
      -291
      100
      -853
      -559
      -665
      351
      -72
      257
      25
      95
      -194
      -46
      -835
      1,563
      -1,058
      13
      -264
      -518
      196
      588
      -9
      -160
      -908
      -664
      113
      -1,706
      115
      893
      -335
      -91
      -472
      3,229
      -238
      699
      -459
      198
      -168
      -344
      -90
      153
      418
      -66
      -29
      -630
      -1,230
      136
       
      210
      634
      3,863
      292
      944
      -651
      -631
      -105
      258
      -67
      1,398
      13
      394
      470
      3
      286
      123
      -108
      108
      -10
      388
      1,695
      298
      105
      131
      937
      376
      -1,123
      -248
      2
      -787
      -32
      -1,010
      561
      178
      14
      131
      -364
      -334
      -1,112
      91
      82
      613
      353
       
      523
      1,427
      -214
      693
      328
      -27
      333
      129
      1
      47
      4
      533
      831
      866
      -416
      142
      104
      -16
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 9,009
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) 1 326
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........................... 3 326
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- ..... 5 326
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 838
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 838
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 10 512
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow328 Refundedright arrow 11 184
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowN/A
14
The books are in care ofright arrowCOMERICA BANK Telephone no.right arrow (877) 405-1091

Located atright arrow36455 CORPORATE DRIVE M/C 3420FARMINGTON HILLSMI ZIP+4right arrow48331
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
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
WILLIAM BIRKHILL PRESIDENT
1 		0    
253 MARBLEHEAD
BLOOMFIELD HILLS,MI48304
FREDERICK BIRKHILL JR VICE PRESIDENT
1 		0    
11764 DEXTER-PINCKNEY RD
PICKNEY,MI48169
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
1,138,621
b
Average of monthly cash balances.......................
1b
53,076
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,191,697
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,191,697
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,875
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,173,822
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
58,691
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
58,691
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
326
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
326
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
58,365
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
58,365
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
58,365
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
64,122
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
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
64,122
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 58,365
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...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 1,259
f Total of lines 3a through e ........ 1,259
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 64,122
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..... 58,365
e Remaining amount distributed out of corpus 5,757
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 7,016
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 ...... 		7,016
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 1,259
e Excess from 2023.... 5,757
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).)
NONE
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.
NONE
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:
WILLIAM BIRKHILL
253 MARBLEHEAD
BLOOMFIELD HIILLS,MI48304
(248) 258-0366
bThe form in which applications should be submitted and information and materials they should include:
LETTER OF REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

STEPHEN SILLER TUNNEL TO TOWERS
FOUNDATION
2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE PC SUPPORT FOR DAILY OPERATION 2,000

CORNING MUSEUM OF GLASS

ONE MUSEUM WAY
CORNING,NY14830 		NONE PC SUPPORT OF DAILY OPERATIONS 15,000

EDCHOICE

111 MONUMENT CIRCLE SUITE 2650
INDIANAPOLIS,IN46204 		NONE PC GENERAL CHARITABLE PURPOSES 2,500

THE HENRY FORD

20900 OAKWOOD BOULEVARD
DEARBORN,MI48121 		NONE PC SUPPORT OF DAILY OPERATIONS 2,000

THE SALVATION ARMY

16130 NORTHLAND DR
SOUTHFIELD,MI480755218 		NONE PC SUPPORT OF DAILY OPERATIONS 7,750

HUMANE SOCIETY OF HURON VALLEY

3100 CHERRY HILL ROAD
ANN ARBOR,MI48105 		NONE PC SUPPORT OF DAILY OPERATIONS 4,000

GLEANERS COMMUNITY FOOD BANK INC

2131 BEAUFAIT
DETROIT,MI482073410 		NONE PC SUPPORT OF DAILY OPERATIONS 3,917

HOSPICE OF MICHIGAN INC

400 MACK AVENUE
DETROIT,MI48201 		NONE EXEMPT SUPPORT 1,417

ANN ARBOR FILM FESTIVAL INC

217 N FIRST STREET
ANN ARBOR,MI48104 		NONE PC SUPPORT OF DAILY OPERATIONS 1,000

FORGOTTEN HARVEST INC

15000 W EIGHT MILE
OAK PARK,MI48237 		NONE PC SUPPORT FOR DAILY OPERATION 4,583

PURPLE ROSE THEATRE COMPANY

137 PARK STREET
CHELSEA,MI481181038 		NONE EXEMPT SUPPORT DAILY OPERATIONS 9,915

WAYNE STATE UNIVERSITY

5700 CASS AVENUE SUITE 1200
DETROIT,MI48202 		NONE PC SUPPORT OF DAILY OPERATIONS 5,000

ARNOLD AND WINNIE PALMER FOUNDATION

9000 BAY HILL BLVD
ORLANDO,FL32819 		NONE PC SUPPORT OF DAILY OPERATIONS 1,500

A2ETHICS ORG

PO BOX 131384
ANN ARBOR,MI48113 		NONE PC SUPPORT FOR DAILY OPERATION 3,500
Total .................................right arrow 3a 64,082
bApproved for future payment
Total ................................. right arrow 3b  
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 32,943  
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 9,009  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECTION 897 CAPITA 		      29  
bFEDERAL REFUND DEC       457  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   42,438  
13Total. Add line 12, columns (b), (d), and (e)..................
13
42,438
(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 InvestmentsCorpBondsSchedule
Name:
F ROSS BIRKHILL AND LAURA JEAN BIRKHILL
EIN:
41-2184583
Name of Bond End of Year Book Value End of Year Fair Market Value
BONDS 316,668 301,951

TY 2023 InvestmentsCorpStockSchedule
Name:
F ROSS BIRKHILL AND LAURA JEAN BIRKHILL
EIN:
41-2184583
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 503,874 621,602
FOREIGN STOCK 26,177 36,361
MUTUAL FUNDS 196,872 233,588

TY 2023 OtherDecreasesSchedule
Name:
F ROSS BIRKHILL AND LAURA JEAN BIRKHILL
EIN:
41-2184583
Description Amount
TIMING DIFFERENCE 217