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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
COMMANDER AND MRS ROBERT KRAUSE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)132 STATE ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HARBOR BEACH, MI48441
A Employer identification number

52-7317516
B Telephone number (see instructions)

(989) 479-6148
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$943,735J 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... 14,713 14,713 14,713
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 67,122
b Gross sales price for all assets on line 6a 528,961
7 Capital gain net income (from Part IV, line 2)... 67,122
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........ 81,835 81,835 14,713
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
16,809 16,809 16,809  
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
259 259 259  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,068 17,068 17,068 0
25 Contributions, gifts, grants paid....... 45,650 45,650
26 Total expenses and disbursements. Add lines 24 and 25 62,718 17,068 17,068 45,650
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,117
b Net investment income (if negative, enter -0-) 64,767
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 17,396 11,768 11,768
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) 157,629 Click to see attachment
List of Attached Documents:
// Content
150,044 		143,195
b Investments—corporate stock (attach schedule)....... 424,784 Click to see attachment
List of Attached Documents:
// Content
440,999 		697,217
c Investments—corporate bonds (attach schedule)....... 92,771 Click to see attachment
List of Attached Documents:
// Content
92,771 		91,555
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).......... 14,645    
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) 707,225 695,582 943,735
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 677,964 742,731
29 Total net assets or fund balances (see instructions)..... 677,964 742,731
30 Total liabilities and net assets/fund balances (see instructions). 677,964 742,731
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
677,964
2
Enter amount from Part I, line 27a .....................
2
19,117
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
45,650
4
Add lines 1, 2, and 3 ..........................
4
742,731
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
742,731
Form 990-PF (2024)
Form 990-PF (2024)
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 15 SH AMAZON COM INC COM P 2021-01-26 2024-01-25
b 6 SH ALPHABET INC SHS CL C P 2015-06-15 2024-01-25
c 8 SH ALPHABET INC SHS CL A P 2015-06-15 2024-01-25
d 6 SH APPLE INC P 2016-07-13 2024-01-25
e 4 SH APPLIED AMTERIAL INC P 2020-08-11 2024-01-25
2 SH BERKSHIRE HATHAWAYINC P 2020-06-05 2024-01-25
30 SH COMCAST CORP NEW CL A P 2022-08-23 2024-01-25
12 SH COGNIZANT TECH SOLUTNS A P 2022-10-03 2024-01-25
14 SH CATERPILLAR INC DEL P 2022-01-24 2024-01-25
40 SH DUN AND BRADSTREET HLDGS P 2022-12-09 2024-01-25
3 SH DOLLAR TREE INC P 2022-08-25 2024-01-25
4 SH DOLLAR GENERAL CORP P 2021-09-16 2024-01-25
5 SH FORTREA HOLDINGS INC REG P 2022-12-06 2024-01-25
4 SH META PLATFORMS INC P 2020-02-04 2024-01-25
9 SH FORTIVE CORP P 2021-10-29 2024-01-25
4 SH JPMORGAN CHASE & CO P 2012-06-27 2024-01-25
6 SH MONDELEZ INTERNATIONAL P 2022-01-03 2024-01-25
8 SH MICROSOFT CORP P 2015-11-18 2024-01-25
7 SH MONSTER BEVERAGE SHS P 2022-08-23 2024-01-25
5 SH OTIS WORLDWIDE CORP REG P 2022-09-07 2024-01-25
2 SH PROGRESSIVE CRP OHIO P 2021-11-08 2024-01-25
2 SH REINSURANCE GROUP AMERICA P 2022-07-12 2024-01-25
4 SH ROSS STORES INC COM P 2021-10-14 2024-01-25
11 SH SANOFI ADR P 2022-04-07 2024-01-25
17 SH VISA INC CL A SHRS P 2020-04-16 2024-01-25
4 SH ADVNCD MICRO D INC P 2023-06-09 2024-01-25
4 SH ALLEGION PLC SHS P 2023-07-11 2024-01-25
12 SH BP PLC SPON ADR P 2023-04-21 2024-01-25
7 SH MEDTRONIC PLC SHS P 2023-06-20 2024-01-25
8 SH MICRON TECHNOLOGY INC P 2023-12-13 2024-01-25
6 SH SHELL PLC P 2023-07-20 2024-01-25
5 SH SKECHERS U S A INC CL A P 2023-04-26 2024-01-25
9 SH TENET HEALTHCARE CORP P 2023-03-16 2024-01-25
9 SH VERIZON COMMUNICATNS COM P 2023-10-31 2024-01-25
2 SH ZEBRA TECHNOLOGIES CRP A P 2023-08-31 2024-01-25
10 SH APPLIED MATERIALS INC P 2020-08-11 2024-02-08
20 SH CATERPILLAR INC DEL P 2022-03-02 2024-02-08
4 SH META PLATFORMS INC P 2020-02-04 2024-02-16
47 SH MONDELEZ INTERNATIONAL P 2022-01-03 2024-02-20
26 SH ALLEGION PLC SHS P 2023-07-11 2024-02-21
33 SH MAEVELL TECH INC P 2023-12-13 2024-02-08
20 SH MICRON TECHNOLOGY INC P 2023-12-13 2024-02-08
7000 SH US TSY 2,25% NOV 15 2025 P 2020-02-25 2024-02-29
17 SH APPLIED MATERIALS INC P 2020-09-18 2024-03-12
32 SH LABORATORY CP AMER HLDGS P 2020-03-20 2024-03-05
84 SH MONDELEZ INTERNATIONAL P 2022-03-31 2024-02-28
33 SH ALLEGION PLC SHS P 2023-08-17 2024-02-29
183 SH VERIZON COMMUNICATNS COM P 2023-10-31 2024-03-25
47 SH PROGRESSIVE CRP OHIO P 2021-12-03 2024-04-25
13 SH DOLLAR GENERAL CORP P 2021-09-16 2024-04-09
47 SH PROGRESSIVE CRP OHIO P 2021-12-03 2024-04-25
137 SH UNILEVER PLC NEW ADR P 2020-04-14 2024-04-25
5 SH UNITEDHEALTH GROUP INC P 2019-05-02 2024-04-09
259 SH AXALTA COATING SYSTEMS P 2023-05-10 2024-05-14
29 SH DOLLAR GENERAL CORP P 2021-03-29 2024-05-22
111 SH MONSTER BEVERAGE SHS P 2022-08-23 2024-05-23
27 SH AMER EXPRESS COMPANY P 2024-01-02 2024-05-23
18 SH DOLLAR GENERAL CORP P 2023-08-16 2024-05-30
42 SH MEDTRONIC PLC SHS P 2023-06-21 2024-05-30
22 SH CONOCOPHILLIPS P 2023-05-10 2024-06-26
46 SH FORTREA HOLDINGS INC REG P 2020-03-19 2024-06-27
15 SH MONSTER BEVERAGE SHS P 2022-04-12 2024-05-31
42 SH VOYA FINL INC SHS P 2023-02-01 2024-06-27
5 SH AMER EXPRESS COMPANY P 2023-12-20 2024-05-31
24 SH FORTREA HOLDINGS INC REG P 2023-12-11 2024-06-27
81 SH MEDTRONIC PLC SHS P 2023-08-16 2024-06-14
5000 SH US TSY 2.25% NOV 15 2025 P 2021-03-15 2024-06-28
13 SH ADVNCD MICRO D INC P 2023-06-09 2024-07-10
34 SH LPL FINANCIAL HOLDINGS P 2023-07-11 2024-07-23
35 SH VEEVA SYS INC CL A P 2023-05-02 2024-07-22
49 SH VOYA FINL INC SHS P 2023-01-31 2024-07-12
44 SH FORTREA HOLDINGS INC REG P 2024-05-02 2024-06-28
5000 SH US TSY 2.25% FEB 15 2027 P 2023-01-30 2024-08-07
1000 SH US TSY 3.125% NOV 15 2028 P 2019-05-16 2024-08-07
7000 SH US TSY 3.00% JUL 15 2025 P 2022-07-21 2024-09-26
1000 SH US TSY 1.375% AUG 15 2050 P 2020-11-24 2024-08-07
16 SH AVANTOR INC P 2021-09-13 2024-08-07
9 SH AMAZON COM INC COM P 2020-02-20 2024-08-04
7 SH APTIV PLC SHS P 2022-07-12 2024-08-07
24 SH ALPHABET INC SHS CL C P 2012-12-17 2024-08-29
5 SH APPLE INC P 2012-06-29 2024-08-07
8 SH BP PLC SPON ADR P 2022-08-04 2024-08-07
15 SH CORTEVA INC REG SHS P 2019-06-14 2024-08-04
6 SH FORTIVE CORP P 2017-07-17 2024-08-07
2 SH HUMANA INC P 2022-01-28 2024-08-07
2 SH JPMORGAN CHASE & CO P 2012-06-14 2024-08-07
49 SH LAS VEGAS SANDS CORP P 2021-04-21 2024-08-29
5 SH MICROSOFT CORP P 2015-11-18 2024-08-07
4 SH TKO GROUP HOLDINGS INC P 2021-03-03 2024-08-07
10 SH NOVO NORDISK A S ADR P 2017-09-28 2024-08-07
4 SH SHELL PLC P 2023-07-11 2024-08-07
2 SH REINSURANCE GROUP AMERICA P 2022-04-13 2024-08-07
58 SH ROSS STOES INC COM P 2021-10-14 2024-08-15
10 SH SANOFI ADR P 2020-02-26 2024-08-07
11 SH SONY GROUP CORP P 2023-03-22 2024-08-07
1 SH ELEVANCE HEALTH INC P 2020-01-09 2024-08-07
13 SH TENET HEALTHCARE CORP P 2023-03-16 2024-08-15
1000 SH US TSY 4,625% MAY 31 2031 P 2024-08-01 2024-08-07
1000 SH US TSY 2.25% FEB 15 2052 P 2023-12-05 2024-08-07
1 SH ICON PLC P 2024-06-07 2024-08-07
21 SH MICRON TECHNOLOGY INC P 2023-11-27 2024-08-15
1 SH THERMO FISHER SCIENTIFIC P 2023-12-08 2024-08-07
7 SH ZEBRA TECHNOLOGIES CRP A P 2023-08-31 2024-08-15
11 SH ALPHABET INC SHS CL C P 2012-12-17 2024-09-19
80 SH LAS VEGAS SANDS CORP P 2023-02-06 2024-09-06
27 SH ROSS STORES INC COM P 2022-06-21 2024-09-06
11 SH TENET HEALTHCARE CORP P 2023-03-16 2024-09-19
7 SH UNITEDHEALTH GROUP INC P 2014-10-27 2024-09-19
8000 SH BB&T CORPORATION P 2021-03-15 2024-10-28
5000 SH US TSY 1.75% MAR 15 2025 P 2022-03-29 2024-10-11
14 SH AMAZON COM INC COM P 2020-03-08 2024-10-30
56 SH ALPHABET INC SHS CL C P 2012-08-28 2024-10-30
5 SH APPLE INC P 2012-06-29 2024-10-30
49 SH APPLIED MATERIALS INC P 2020-09-18 2024-10-23
10 SH BP PLC SPON ADR P 2022-08-04 2024-10-30
3 SH BERKSHIRE HATHAWAYINC P 2020-05-20 2024-10-30
20 SH COMCAST CORP NEW CL A P 2012-10-04 2024-10-30
17 SH CORTEVA INC REG SHS P 2019-06-14 2024-10-30
9 SH COGNIZANT TECH SOLUTNS A P 2022-10-03 2024-10-30
4 SH CONOCOPHILLIPS P 2019-07-29 2024-10-30
5 SH CIENA CORP P 2020-12-02 2024-10-30
1 SH DOLLAR TREE INC P 2022-08-25 2024-10-17
4 SH META PLATFORMS INC P 2020-02-04 2024-10-30
77 SH FORTIVE CORP P 2022-08-25 2024-10-23
2 SH HUMANA INC P 2022-01-28 2024-10-30
5 SH INTERCONTINENTAL P 2020-12-01 2024-10-30
37 SH MARVELL TECH INC P 2023-05-02 2024-10-17
6 SH MICROSOFT CORP P 2015-11-18 2024-10-30
3 SH TKO GROUP HOLDINGS INC P 2021-08-03 2024-10-30
18 SH NOVO NORDISK A S ADR P 2022-11-07 2024-10-07
4 SH OTIS WORLDWIDE CORP REG P 2020-04-17 2024-10-30
6 SH SHELL PLC P 2023-07-11 2024-10-30
4 SH REINSURANCE GROUP AMERICA P 2022-04-13 2024-10-30
6 SH SKECHERS U S A INC CL A P 2023-04-26 2024-10-30
9 SH SANOFI ADR P 2020-02-26 2024-10-30
SH SONY GROUP CORP P 2023-03-22 2024-10-30
1 SH UNITEDHEALTH GROUP INC P 2014-10-27 2024-10-30
1 SH ZEBRA TECHNOLOGIES CRP A P 2023-08-18 2024-10-30
1457 SH BLACKROCK STRATEGIC P 2023-09-15 2024-10-30
1 SH AIR PRODUCJS&CHEM P 2024-05-22 2024-10-30
4 SH CARDINAL HEALTH INC OHIO P 2024-04-24 2024-10-30
6 SH CROWN CASTLE INC P 2024-04-24 2024-10-30
2 SH DISCOVER FINL SVCS P 2024-07-23 2024-10-30
15 SH DOLLAR TREE INC P 2024-05-31 2024-10-17
3 SH ELECTONIC ARTS INC DEL P 2024-02-20 2024-10-30
4 SH RTX CORP P 2024-01-16 2024-10-30
5000 SH ANHEUSER-BUSCH IN 3.50% 30 P 2023-09-15 2024-11-04
10000 SH BAT CAPITAL CORP 2.72% 31 P 2021-03-15 2024-11-04
9000 SH HOME DEPOT INC 3.90% 2028 P 2023-09-15 2024-11-04
8000 SH COMCAST CORP 1.95%JAN15 31 P 2021-05-07 2024-11-04
5000 SH CITIGROUP INC P 2022-01-24 2024-11-04
9000 SH JPMORGAN CHASE & CO P 2022-07-21 2024-11-04
6000 SH MORGAN STANLEY P 2023-09-15 2024-11-04
9000 SH ORACLE CORP 2.65%JUL15 26 P 2023-09-15 2024-11-04
2000 SH USTSY 3.125% FEB 15 2042 P 2012-09-10 2024-11-04
17000 SH US TSY 2.75% AUG 15 2032 P 2023-05-02 2024-11-04
8000 SH US TSY 3.000% FEB 15 2048 P 2023-09-15 2024-11-04
9000 SH US TSY 2.875% MAY 15 2049 P 2021-03-15 2024-11-04
5000 SH US TSY 1.375% AUG 15 2050 P 2023-09-15 2024-11-04
10000 SH US TSY 1.875% FEB 15 2041 P 2021-06-29 2024-11-04
32 SH AVANTOR INC P 2021-09-13 2024-11-27
24 SH APTIV PLC SHS P 2022-07-12 2024-11-27
31 SH BP PLC SPON ADR P 2022-08-04 2024-11-27
7 SH BERKSHIRE HATHAWAYINC P 2020-05-20 2024-11-27
59 SH COMCAST CORP NEW CL A P 2012-10-04 2024-11-27
23 SH CORTEVA INC REG SHS P 2019-06-14 2024-11-27
24 SH DOLLAR TREE INC P 2019-08-12 2024-11-27
13 SH FORTIVE CORP P 2019-08-05 2024-11-27
6000 SH US TSY 4,625% MAY 31 2031 P 2024-08-01 2024-11-04
4000 SH US TSY 4.000%VJAN 31 2029 P 2024-02-29 2024-11-04
7000 SH US TSY 4.000% JAN 31 2029 P 2024-08-26 2024-11-04
6000 SH DIAGEO PLC SPSD ADR NEW P 2024-02-21 2024-11-27
32000 SH ICON PLC P 2024-09-19 2024-11-18
5000 SH US TSY 1.125% MAY 15 2040 P 2021-03-30 2024-12-12
293 SH AVANTOR INC P 2022-11-22 2024-12-20
68 SH APTIV PLC SHS P 2023-06-02 2024-12-02
202 SH BP PLC SPON ADR P 2023-04-25 2024-12-19
113 SH COMCAST CORP NEW CL A P 2021-10-04 2024-12-18
SH CORTEVA INC REG SHS P 2019-06-21 2024-11-28
24 SH COGNIZANT TECH SOLUTNS A P 2022-10-03 2024-12-19
33 SH DOLLAR TREE INC P 2022-08-25 2024-11-29
43 SH FORTIVE CORP P 2020-04-08 2024-02-02
18 SH MARVELL TECH INC P 2023-05-02 2024-12-18
22 SH MICRON TECHNOLOGY INC P 2023-10-31 2024-12-18
51 SH NOVO NORDISK A S ADR P 2019-01-02 2024-12-19
35 SH CROWN CASTLE INC P 2024-04-25 2024-12-19
45 SH DIAGEO PLC SPSD ADR NEW P 2024-02-29 2024-12-19
70 SH DOLLAR TREE INC P 2024-09-19 2024-12-19
21 SH ELECTRONIC ARTS INC DEL P 2024-02-21 2024-12-19
(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 2,360   2,492 -132
b 924   158 766
c 1,219   218 1,001
d 1,174   146 1,028
e 706   259 447
758   401 357
1,377   1,306 71
939   706 233
4,026   3,016 1,010
473   528 -55
390   445 -55
515   885 -370
157   168 -11
1,578   840 738
668   668  
686   145 541
446   394 52
3,253   427 2,826
385   315 70
443   366 77
355   192 163
337   236 101
563   432 131
547   606 -59
4,398   2,708 1,690
730   501 229
496   485 11
417   475 -58
594   623 -29
717   630 87
369   375 -6
307   250 57
733   517 216
377   314 63
517   553 -36
1,742   647 1,095
6,397   3,961 2,436
1,883   841 1,042
3,437   3,074 363
3,134   3,019 115
2,377   1,930 447
1,705   1,569 136
6,722   7,094 -372
3,465   1,031 2,434
6,978   3,055 3,923
6,150   5,372 778
4,121   3,480 641
7,413   5,919 1,494
9,797   4,449 5,348
2,000   2,791 -791
9,797   4,449 5,348
6,895   7,625 -730
2,279   599 1,680
9,071   6,303 2,768
4,015   5,873 -1,858
5,797   4,746 1,051
6,440   5,031 1,409
2,287   2,914 -627
3,385   3,739 -354
2,486   1,924 562
1,040   757 283
766   620 146
3,009   2,927 82
1,182   924 258
543   742 -199
6,647   7,027 -380
4,823   5,095 -272
2,397   1,629 768
7,536   7,245 291
6,402   8,015 -1,613
3,511   2,943 568
1,032   1,486 -454
4,788   4,788  
973   1,029 -56
6,912   6,971 -59
542   948 -406
395   670 -275
1,484   962 522
488   630 -142
3,903   429 3,474
1,059   104 955
266   236 30
775   376 399
408   329 79
703   810 -107
404   69 335
1,894   2,945 -1,051
2,012   267 1,745
440   208 232
1,195   240 955
283   243 40
398   222 176
8,604   5,294 3,310
519   493 26
943   975 -32
524   307 217
2,002   737 1,265
1,047   1,043 4
672   666 6
311   319 -8
2,190   1,628 562
595   489 106
2,400   1,932 468
1,798   197 1,601
3,187   4,229 -1,042
4,074   2,075 1,999
1,834   624 1,210
4,040   644 3,396
8,000   7,978 22
4,945   4,945  
2,710   1,406 1,304
9,486   943 8,543
1,161   104 1,057
9,095   2,730 6,365
293   296 -3
1,371   528 843
845   365 480
1,058   426 632
678   529 149
412   238 174
326   227 99
67   148 -81
2,380   826 1,554
5,728   5,025 703
533   765 -232
836   535 301
3,013   1,461 1,552
2,621   320 2,301
347   153 194
2,116   1,036 1,080
493   182 311
394   365 29
862   445 417
370   300 70
482   445 37
703   691 12
568   92 476
382   272 110
13,827   14,592 -765
314   264 50
431   414 17
651   572 79
311   280 31
1,010   1,880 -870
450   423 27
489   342 147
4,708   5,089 -381
8,694   9,868 -1,174
8,807   9,206 -399
6,753   7,940 -1,187
4,347   5,049 -702
9,011   9,037 -26
5,916   5,993 -77
8,739   8,953 -214
1,662   2,045 -383
15,315   16,008 -693
6,137   8,846 -2,709
6,693   9,647 -2,954
2,583   4,309 -1,726
6,936   9,792 -2,856
674   1,340 -666
1,332   2,161 -829
904   916 -12
3,385   1,232 2,153
2,515   1,077 1,438
1,438   576 862
1,717   2,278 -561
1,033   808 225
6,136   6,251 -115
4,064   4,076 -12
6,956   6,981 -25
713   903 -190
5,950   10,002 -4,052
3,151   4,080 -929
6,189   10,008 -3,819
3,765   6,265 -2,500
5,840   6,550 -710
4,418   2,062 2,356
1,857   822 1,035
1,899   1,412 487
2,367   2,935 -568
3,401   2,637 764
1,986   711 1,275
2,406   1,467 939
5,329   1,235 4,094
3,252   3,306 -54
5,531   6,812 -1,281
4,880   7,902 -3,022
3,157   2,956 201
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       -132
b       766
c       1,001
d       1,028
e       447
      357
      71
      233
      1,010
      -55
      -55
      -370
      -11
      738
       
      541
      52
      2,826
      70
      77
      163
      101
      131
      -59
      1,690
      229
      11
      -58
      -29
      87
      -6
      57
      216
      63
      -36
      1,095
      2,436
      1,042
      363
      115
      447
      136
      -372
      2,434
      3,923
      778
      641
      1,494
      5,348
      -791
      5,348
      -730
      1,680
      2,768
      -1,858
      1,051
      1,409
      -627
      -354
      562
      283
      146
      82
      258
      -199
      -380
      -272
      768
      291
      -1,613
      568
      -454
       
      -56
      -59
      -406
      -275
      522
      -142
      3,474
      955
      30
      399
      79
      -107
      335
      -1,051
      1,745
      232
      955
      40
      176
      3,310
      26
      -32
      217
      1,265
      4
      6
      -8
      562
      106
      468
      1,601
      -1,042
      1,999
      1,210
      3,396
      22
       
      1,304
      8,543
      1,057
      6,365
      -3
      843
      480
      632
      149
      174
      99
      -81
      1,554
      703
      -232
      301
      1,552
      2,301
      194
      1,080
      311
      29
      417
      70
      37
      12
      476
      110
      -765
      50
      17
      79
      31
      -870
      27
      147
      -381
      -1,174
      -399
      -1,187
      -702
      -26
      -77
      -214
      -383
      -693
      -2,709
      -2,954
      -1,726
      -2,856
      -666
      -829
      -12
      2,153
      1,438
      862
      -561
      225
      -115
      -12
      -25
      -190
      -4,052
      -929
      -3,819
      -2,500
      -710
      2,356
      1,035
      487
      -568
      764
      1,275
      939
      4,094
      -54
      -1,281
      -3,022
      201
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 67,122
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 -4,911
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) 1 900
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  
3 Add lines 1 and 2........................... 3 900
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 900
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 541
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 541
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 359
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
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 arrowGA
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 2024 or the taxable year beginning in 2024? 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
 
No
Website addressright arrowN/A
14
The books are in care ofright arrowMARILYN TOWNLEY Telephone no.right arrow (989) 479-6148

Located atright arrow132 STATE STHarbor BeachMI ZIP+4right arrow48441
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 2024, 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 (2024)
Form 990-PF (2024)
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
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
3b
 
No
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
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
MARILYN S TOWNLEY TRUSTEE
0.05 		0    
132 STATE ST
Harbor Beach,MI48441
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
933,982
b
Average of monthly cash balances.......................
1b
23,146
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
957,128
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
957,128
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,357
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
942,771
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
47,139
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
47,139
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
900
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
900
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
46,239
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
46,239
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
46,239
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
45,650
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
45,650
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 46,239
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 13,646
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 45,650
a Applied to 2023, but not more than line 2a 13,646
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 32,004
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		14,235
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HARBOR BEACH COMMUNITY SCHOOL
402 S FIFTH STREET
HARBOR BEACH,MI48441
(989) 479-3261
bThe form in which applications should be submitted and information and materials they should include:
QUESTIONAIRE ON SCHOOL ACCEPTED FOR FURTHER EDUCATION
cAny submission deadlines:
APRIL 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRADUATE OF HARBOR BEACH COMMUNITY SCHOOL
Form 990-PF (2024)
Form 990-PF (2024)
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
PAIGE ANDERSON


6752 LAKESHORE RD
PALMS,MI48465 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 2,350
TARYN ARNTZ


307 FERRIS ST
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 950
BRIANNA BOOMS


3310 PARISVILLE RD
PORT HOPE,MI48468 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,050
FAITH BOYNTON


8650 RAPSON RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,500
GRACE BOYNTON


8650 RAPSON RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,000
ELIJAH CEPLECHIA


9677 EASTVIEW DR
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 4,000
AUBREY GEIGER


7651 PRIEMER RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,000
NICHOLE GORNOWICH


3392 S LAKESHORE RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,000
ALYSSA GUZA


1001 S MCDONALD RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,150
JENNA GUZA


1650 PORT HOPE RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,050
KARLEE GUZA


1650 PORT HOPE RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 2,250
MADISON HIRN


475 N SCOTT RD
BAD AXE,MI48413 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 2,000
MARIAH JAHN


1962 OLD SHORE RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING 1,750
ARIEL KADAR


8635 LINCOLN RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,750
ANNIKA KIRSCH


9672 CHERRY DR
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,050
BRADY KIRSCH


9672 CHERRY DR
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,250
LEVI KLASKI


305 S KLUG RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,000
TYLER KOEHN


8840 SAND BEACH RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,750
ISABEL LEARMAN


1474 BUHL RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,000
ABBY PAWLOWSKI


102 S KLUG RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,000
KENNETH PAWLOWSKI


9246 HELENA RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,500
MAYA PFAFF


201 S THIRD ST
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 950
NOLAN RICK


720 GARDEN ST
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 2,350
BRENDAN ROBERTS


8462 SECTION LINE RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 2,350
MAKALA ROBERTS


8462 SECTION LINE RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 3,050
NATHAN SIEMEN


8572 JENKS RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,050
LEANDRA WOLSCHLEGER


2050 SCHOCK RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 950
LUKE WOODKE


PO BOX 34
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 850
JULIA WOODY


322 S FIRST ST
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,750
MORGAN ZUREK


5948 SAND BEACH RD
HARBOR BEACH,MI48441 		NONE NC SCHOLARSHIP FOR CONTINUING EDUCATION 1,000
Total .................................right arrow 3a 45,650
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....         14,713
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..     14,713
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,713
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
COMMANDER AND MRS ROBERT KRAUSE FOUNDATION
EIN:
52-7317516
Name of Bond End of Year Book Value End of Year Fair Market Value
11000 JPMORGAN CHASE & CO 10,574 10,647
10000 VERIZON COMMUNICATIONS 9,197 9,196
5000 WELLS FARGO & CO 4,705 4,709
5000 UNION PACIFIC CORP 4,890 4,865
9000 ORACLE CORP 9,498 9,440
8000 CVS HEALTH CORP 7,426 7,328
5000 GOLDMAN SACHS GROUP INC 5,008 4,970
5000 BPCAP MARKETS AMERICA 4,911 4,833
4000 CITIGROUP INC 4,250 4,194
5000 ENTERPRISE PRODUCTS OPER 4,922 4,836
9000 UNITEDHEALTH GROUP INC 9,048 8,880
5000 US BANCORP 5,116 5,042
4000 ANHEUSER-BUSCH INBEV FIN 3,751 3,617
5000 MORGAN STANLEY 4,392 4,178
5000 ELEVANCE HEALTH INC 5,083 4,820

TY 2024 InvestmentsCorpStockSchedule
Name:
COMMANDER AND MRS ROBERT KRAUSE FOUNDATION
EIN:
52-7317516
Name of Stock End of Year Book Value End of Year Fair Market Value
99 SH ADVNCD MICRO D INC 12,557 11,958
60 SH AIR PRODUCTS&CHEM 16,436 17,402
20 ALPHABET INC SHS CL C 1,233 3,809
126 SH ALPHABET INC SHS CL A 5,115 23,852
209 SH AMAZON COM INC COM 21,719 45,853
127 SH APPLE INC 2,749 31,803
27 SH ASTERA LABS INC REG SHS 3,386 3,576
37 SH BERKSHIRE HATHAWAYINC 6,624 16,771
68 SH BROADCOM INC 12,264 15,765
118 CARDINAL HEALTH INC OHIO 11,966 13,956
275 SH CIENA CORP 13,441 23,323
127 SH COGNIZNT TECH SOLUTNS A 7,492 9,766
192 SH COMCAST CORP NEW CL A 6,670 7,206
68 SH CONOCOPHILLIPS 2,549 6,743
140 CORTEVA INC REG SHS 3,761 7,974
70 SH CROWN CASTLE INC 6,803 6,353
79 SH DISCOVER FINL SVCS 10,864 13,685
483 SH DUN AND BRADSTREET HLDGS 5,603 6,018
62 SH ELECTRONIC ARTS INC DEL 8,515 9,071
19 SH ELEVANCE HEALTH INC 5,908 7,009
14 SH ELI LILLY & CO 10,780 10,808
151 SH FID NATIONAL FINL INC 5,545 8,477
52 SH FORTIVE CORP 3,457 3,900
49 HESS CORP 6,766 6,517
67 SH HONEYWELL INTL INC DEL 14,137 15,135
32 SH HOWMET AEROSPACE INC 3,511 3,500
45 SH HUMANA INC 14,931 11,417
115 SH INTERCONTINENTAL 12,743 17,136
14 SH INTUIT INC COM 9,106 8,799
43 JOHNSON CONTROLS INTER 3,430 3,394
72 SH JPMORGAN CHAES & CO 3,666 17,259
23 SH KKR & CO INC CL A 3,351 3,402
27 SH LVMH MOET HENNESSY ADR 3,540 3,529
200 SH MARVELL TECH INC 11,669 22,090
51 SH META PLATFORMS INC 10,207 29,861
80 SH MICRON TECHNOLOGY INC 5,661 6,733
128 SH MICROSOFT CORP 10,963 53,952
55 SH NOVO NORDISK A S ADR 1,311 4,731
195 SH NVIDIA 17,444 26,186
72 SH OTIS WORLDWIDE CORP REG 3,660 6,668
44 SH REDDIT INC REG SHS-A 6,702 7,191
40 SH REINSURANCE GROUP AMERICA 4,602 8,545
69 SH RTX CORP 6,136 7,985
14 SH S&P GLOBAL INC 7,308 6,972
243 SH SANOFI WDR 11,491 11,720
115 SH SHELL PLC 7,108 7,205
120 SH SKECHERS U S A INC CL A 6,294 8,069
821 SH SONY GROUP CORP 14,493 17,372
117 SH SS AND C TECHNOLOGIES 8,800 8,866
75 SH TENET HEALTHCARE CORP 4,153 9,467
17 SH THERMO FISHER SCIENTIFIC 9,405 8,844
71 SH TKO GROUP HOLDINGS INC 4,245 10,090
98 SH UBER TECHNOLOGIES INC 6,944 5,911
12 SH UNITEDHEALTH GROUP INC 1,104 6,070
15 SH VISTA INC CL A SHRS 4,731 4,741
57 SH WABTEC 8,458 10,807
31 SH ZEBRA TECHNOLOGIES CRP A 7,492 11,975

TY 2024 InvestmentsGovtObligationsSch
Name:
COMMANDER AND MRS ROBERT KRAUSE FOUNDATION
EIN:
52-7317516
US Government Securities - End of Year Book Value:

150,044
US Government Securities - End of Year Fair Market Value:

143,195
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 LegalFeesSchedule
Name:
COMMANDER AND MRS ROBERT KRAUSE FOUNDATION
EIN:
52-7317516
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUST FEES 16,809 16,809 16,809  


TY 2024 OtherIncreasesSchedule
Name:
COMMANDER AND MRS ROBERT KRAUSE FOUNDATION
EIN:
52-7317516
Description Amount
STOCK SALES 45,650


TY 2024 TaxesSchedule
Name:
COMMANDER AND MRS ROBERT KRAUSE FOUNDATION
EIN:
52-7317516
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2023 TAX 259 259 259