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

82-4383153
B Telephone number (see instructions)

(989) 652-6121
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,901,608J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 250,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 127,701 127,701  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 442,075
b Gross sales price for all assets on line 6a 2,452,196
7 Capital gain net income (from Part IV, line 2)... 442,075
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........ 819,776 569,776  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,900 3,950   3,950
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
53,214 44,145   9,069
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,695 4,895   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,940 2,945   995
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,749 55,935   14,014
25 Contributions, gifts, grants paid....... 389,336 389,336
26 Total expenses and disbursements. Add lines 24 and 25 460,085 55,935   403,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 359,691
b Net investment income (if negative, enter -0-) 513,841
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............. 197,862 111,389 111,389
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 992,432 Click to see attachment
List of Attached Documents:
// Content
1,427,696 		1,417,902
b Investments—corporate stock (attach schedule)....... 1,145,377 Click to see attachment
List of Attached Documents:
// Content
541,623 		702,303
c Investments—corporate bonds (attach schedule)....... 472,903 Click to see attachment
List of Attached Documents:
// Content
705,936 		690,873
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,963,202 Click to see attachment
List of Attached Documents:
// Content
2,345,485 		2,979,141
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,771,776 5,132,129 5,901,608
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,771,776 5,132,129
29 Total net assets or fund balances (see instructions)..... 4,771,776 5,132,129
30 Total liabilities and net assets/fund balances (see instructions). 4,771,776 5,132,129
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,771,776
2
Enter amount from Part I, line 27a .....................
2
359,691
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
662
4
Add lines 1, 2, and 3 ..........................
4
5,132,129
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,132,129
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 613,782   572,025 41,757
b 1,838,127   1,438,096 400,031
c 287     287
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       41,757
b       400,031
c       287
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 442,075
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 7,142
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 7,142
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 7,142
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,958
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,958
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 3,816
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,816 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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
Yes
 
Website addressright arrowWWW.FMINS.COM
14
The books are in care ofright arrowDAWN M JAFFRAY Telephone no.right arrow (989) 652-6121

Located atright arrow1 MUTUAL AVENUEFRANKENMUTHMI ZIP+4right arrow48787
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
 
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN S BENSON CHAIRMAN; DIRECTOR
0.50 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
ANDREW H KNUDSEN PRESIDENT
0.80 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
MARK L PINKERTON VP, CHARITABLE
0.50 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
TIMOTHY S DONNELLON VP, EDUCATIONAL
0.50 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
SCOTT G MERRIHEW VP. - SCHOLARSHIP
0.10 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
DAWN M JAFFRAY TREASURER
0.40 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
SUSANNAH W BISKUPSKI SECRETARY
1.00 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
FREDERICK A EDMOND JR DIRECTOR
0.50 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
BRYAN L GILLELAND DIRECTOR
1.00 		0 0 0
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
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 (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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
5,617,453
b
Average of monthly cash balances.......................
1b
141,046
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,758,499
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,758,499
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
86,377
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,672,122
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
283,606
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
283,606
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,142
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,142
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
276,464
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
276,464
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
276,464
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
403,350
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
403,350
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 7 276,464
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 110,021
f Total of lines 3a through e ........ 110,021
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 403,350
a Applied to 2023, 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 2024 distributable amount..... 276,464
e Remaining amount distributed out of corpus 126,886
5 Excess distributions carryover applied to 2024. 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 5 236,907
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		236,907
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 110,021
e Excess from 2024.... 126,886
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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:
APPLICATIONS ARE ACCEPTED VIA WEBSI
1 MUTUAL AVENUE
FRANKENMUTH,MI48787
(989) 652-6121
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FORM CAN BE FOUND ON WEBSITE.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GUIDELINES FOR AWARDS ARE LISTED ON APPLICATION FORMS TO DETERMINE ELIGIBILITY
Form 990-PF (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

A KID AGAIN - MICHIGAN CHAPTER

2014 N SAGINAW RD 138
MIDLAND,MI48640 		  PC COMMUNITY SUPPORT 2,500

ALPHA PRISON MINISTRIES

PO BOX 9216
GRAND RAPIDS,MI49509 		  PC COMMUNITY SUPPORT 250

ALS OF MICHIGAN

24359 NORTHWESTERN HWY STE 100
SOUTHFIELD,MI48075 		  PC COMMUNITY SUPPORT 500

AMERICAN CANCER SOCIETY

PO BOX 10069
DETROIT,MI48210 		  PC COMMUNITY SUPPORT 2,750

AMERICAN RED CROSS MID-MICHIGAN

1800 EAST GRAND RIVER
LANSING,MI48912 		  PC COMMUNITY SUPPORT 5,000

AMERICAN RED CROSS OF EAST CENTRAL BAY MICHIGAN

1401 S GRAND TRAVERSE ST
FLINT,MI48503 		  PC COMMUNITY SUPPORT 2,000

ANNI'S ARMY FOUNDATION

4400 SECLUDED LAKE DR NE
ROCKFORD,MI49341 		  PC COMMUNITY SUPPORT 250

ASSOCIATION FOR CHILD DEVELOPMENT

3496 E LAKE LANSING RD
EAST LANSING,MI48823 		  PC COMMUNITY SUPPORT 1,000

BEDS 4 KIDS

14241 ELEVEN MILE ROAD
OAK PARK,MI48237 		  PC COMMUNITY SUPPORT 2,500

BELLS BEND CONSERVATION CORRIDOR

5268 OLD HICKORY BLVD
NASHVILLE,TN37218 		  PC COMMUNITY SUPPORT 2,500

BLUE WATER HABITAT FOR HUMANITY INC

3524 PINE GROVE AVE
PORT HURON,MI48090 		  PC COMMUNITY SUPPORT 1,000

BOYS & GIRLS CLUB OF WEST CHESTER LIBERTY

8749 CINCINNATI DAYTON RD
WEST CHESTER,OH45069 		  PC COMMUNITY SUPPORT 2,500

BOYS AND GIRLS CLUBS OF WEST ALABAMA

1400 JACK WARNER PKWY NE STE 4
TUSCALOOSA,AL35404 		  PC COMMUNITY SUPPORT 2,500

BRIDGEPORT CHARTER TOWNSHIP

6740 DIXIE HWY
BRIDGEPORT,MI48722 		  PC COMMUNITY SUPPORT 1,000

BUCKEYE RIDGE HABITAT FOR HUMANITY

1713 MARION-MT GILEAD RD SUITE 217
MARION,OH43302 		  PC COMMUNITY SUPPORT 2,500

CANCER NAVIGATORS

3 CENTRAL PLAZA 415
ROME,GA30161 		  PC COMMUNITY SUPPORT 1,000

CATHOLIC CHARITIES DIOCESE OF MADISON

702 S HIGH POINT RD SUITE 201
MADISON,WI53719 		  PC COMMUNITY SUPPORT 2,000

CATHOLIC CHARITIES SOUTHWESTERN OHIO

7162 READING RD STE 600
CINCINNATI,OH45237 		  PC COMMUNITY SUPPORT 2,500

CLINTON VALLEY LITTLE LEAGUE

57249 JUNCTION COURT
WASHINGTON TOWNSHIP,MI48094 		  PC COMMUNITY SUPPORT 2,500

COMMUNITY SERVICE CENTER OF WIMORE-HIGH BRIDGE

P O BOX 52 209 E MAIN ST
WILMORE,KY40390 		  PC COMMUNITY SUPPORT 2,500

COMMUNITY SUPPORT NETWORK

1191 N SHERMAN AVE
MADISON,WI53704 		  PC COMMUNITY SUPPORT 2,000

COMPRENEW

629 IONIA SW
GRAND RAPIDS,MI49503 		  PC COMMUNITY SUPPORT 2,000

CONNECTING KIDS TO MEALS

1501 MONROE STREET
TOLEDO,OH43604 		  PC COMMUNITY SUPPORT 1,360

CORNERSTONE COMMUNITY OUTREACH

4615 N CLIFTON AVE
CHICAGO,IL60640 		  PC COMMUNITY SUPPORT 2,000

DIAPER BANK OF NORTH CAROLINA

1311 E CLUB BLVD
DURHAM,NC27704 		  PC COMMUNITY SUPPORT 1,000

DISABLED AMERICAN VETERANS

170 AIRPORT PARKWAY SUITE A
GREENWOOD,IN46143 		  PC COMMUNITY SUPPORT 2,500

EASTERN KENTUCKY UNIVERSITY

521 LANCASTER AVE
RICHMOND,KY40475 		  PC COMMUNITY SUPPORT 50,000

EASTERSEALS DUPAGE AND FOX VALLEY

831 SOUTH ADDISON AVENUE
VILLA PARK,IL60181 		  PC COMMUNITY SUPPORT 1,500

EASTERSEALS JOLIET REGION INC

212 BARNEY DR
JOLIET,IL60435 		  PC COMMUNITY SUPPORT 1,500

ENVISION UNLIMITED

8 SOUTH MICHIGAN AVENUE 1700
CHICAGO,IL60603 		  PC COMMUNITY SUPPORT 2,000

ENVISION UNLIMITED

8 SOUTH MICHIGAN AVENUE 1700
CHICAGO,IL60603 		  PC COMMUNITY SUPPORT 1,000

EVERHEART HOSPLICE

1350 N BROADWAY ST
GREENVILLE,OH45331 		  PC COMMUNITY SUPPORT 1,000

EXODUS PLACE

322 FRONT AVE SW
GRAND RAPIDS,MI49504 		  PC COMMUNITY SUPPORT 2,500

FAYETTEVILLE AREA OPERATION INASMUCH

531 HILLSBORO ST
FAYETTEVILLE,NC28301 		  PC COMMUNITY SUPPORT 2,000

FEED THE KIDS COLUMBUS

7147 WILTON LOOP
DUBLIN,OH43017 		  PC COMMUNITY SUPPORT 2,500

FEED THE KIDS COLUMBUS

7147 WILTON LOOP
DUBLIN,OH43017 		  PC COMMUNITY SUPPORT 2,500

FEEDING AMERICA

PO BOX 96749
WASHINGTON,DC20090 		  PC COMMUNITY SUPPORT 4,000

FERRIS STATE UNIVERSITY

119 SOUTH STREET
BIG RAPIDS,MI49307 		  PC COMMUNITY SUPPORT 5,000

FIRST DAY SHOE FUND

5416 MEREDITH ST
PORTAGE,MI49002 		  PC COMMUNITY SUPPORT 1,600

FIRST TEE OF EASTERN MICHIGAN

6045 DAVISON RD
BURTON,MI48509 		  PC COMMUNITY SUPPORT 640

FLINT DIAPER BANK

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

FOOD GATHERERS

1 CARROT WAY
ANN ARBOR,MI48105 		  PC COMMUNITY SUPPORT 5,000

FOODCHAIN

501 WEST SIXTH STREET SUITE 105
LEXINGTON,KY40508 		  PC COMMUNITY SUPPORT 2,000

FOUNDATION HOUSE MINISTRIES

258 BROAD STREET NW
CLEVELAND,TN37311 		  PC COMMUNITY SUPPORT 2,000

FOUNDATION HOUSE MINISTRIES

258 BROAD STREET NW
CLEVELAND,TN37311 		  PC COMMUNITY SUPPORT 2,000

FRANKENMUTH FIRE DEPARTMENT

240 W GENESEE ST
FRANKENMUTH,MI48734 		  PC COMMUNITY SUPPORT 2,500

FRIENDS OF FOSTER KIDS

PO BOX 183621
SHELBY TWP,MI48318 		  PC COMMUNITY SUPPORT 5,000

FRIENDS OLD NEW & SOCIAL U

7552 W CARO RD
REESE,MI48757 		  PC COMMUNITY SUPPORT 2,000

GEORGIA STATE UNIVERSITY FOUNDATION

PO BOX 3963
ATLANTA,GA30302 		  PC COMMUNITY SUPPORT 50,000

GODS PANTRY FOOD BANK

1685 JAGGIE FOX WAY
LEXINGTON,KY40511 		  PC COMMUNITY SUPPORT 2,100

HAND2HAND

306 CHICAGO DRIVE
JENISON,MI49428 		  PC COMMUNITY SUPPORT 2,500

HARMONY COMMUNITIES

PO BOX 845
JENISON,MI49429 		  PC COMMUNITY SUPPORT 2,500

HARVEST HOPE

2220 SHOP ROAD
COLUMBIA,SC29201 		  PC COMMUNITY SUPPORT 15,000

HOME OF THE SPARROW INC

1991 DUNCAN PLACE
WOODSTOCK,IL60098 		  PC COMMUNITY SUPPORT 2,000

HOME REPAIR SERVICES OF KENT COUNTY INC

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

HOOGLAND CENTER FOR THE ARTS

420 SOUTH SIXTH STREET
SPRINGFIELD,IL62701 		  PC COMMUNITY SUPPORT 1,500

HOPE SHELTERS

249 BALDWIN AVE
PONTIAC,MI48342 		  PC COMMUNITY SUPPORT 2,500

HOSPICE OF MICHIGAN INC

2366 OAK VALLEY DRIVE
ANN ARBOR,MI48103 		  PC COMMUNITY SUPPORT 5,000

IYG INC

3733 N MERIDIAN ST
INDIANAPOLIS,IN46208 		  PC COMMUNITY SUPPORT 2,500

KIDSPEACE NATIONAL CENTERS OF GEORGIA INC

101 KIDSPEACE DRIVE
BOWDON,GA30108 		  PC COMMUNITY SUPPORT 1,500

LEELANAU CHRISTIAN NEIGHBORS

7322 E DUCK LAKE RD
LAKE LEELANAU,MI49653 		  PC COMMUNITY SUPPORT 2,880

LIFECLINIC COMMUNITY RESOURCES

4364 STATE STREET
SAGINAW,MI48603 		  PC COMMUNITY SUPPORT 2,500

LOVE FOR A CHILD

34 MECHANIC ST
OXFORD,MI48371 		  PC COMMUNITY SUPPORT 2,500

LOVE FOR A CHILD

34 MECHANIC ST
OXFORD,MI48371 		  PC COMMUNITY SUPPORT 5,000

MADISON WORKERS COOPERATIVE (MADWORC)

1202 WILLIAMSON ST STE 100
MADISON,WI53703 		  PC COMMUNITY SUPPORT 1,600

NEIGHBORHOOD PROPERTIES INC

2753 WEST CENTRAL AVENUE
TOLEDO,OH43606 		  PC COMMUNITY SUPPORT 1,000

NORTHEASTERN MICHIGAN CPCU SOCIETY

404 N JOHNSON ST
BAY CITY,MI48708 		  PC COMMUNITY SUPPORT 5,000

NORTHERN LIGHTS YMCA

2000 NORTH 30TH STREET PO BOX 602
ESCANABA,MI49829 		  PC COMMUNITY SUPPORT 2,000

OUR GREATER GOOD

PO BOX 44
VALPARAISO,IN46384 		  PC COMMUNITY SUPPORT 2,500

PINCONNING AREA EMERGENCY FOOD PANTRY

326 N MABEL
PINCONNING,MI48650 		  PC COMMUNITY SUPPORT 500

REBUILDING TOGETHER SHEBOYGAN COUNTY

1503 S 9TH ST PO BOX 1012
SHEBOYGAN,WI53082 		  PC COMMUNITY SUPPORT 5,000

RISE AUGUSTA INC

631 CHAFEE AVENUE SUITE 103
AUGUSTA,GA30907 		  PC COMMUNITY SUPPORT 2,000

SALVATION ARMY PLYMOUTH CORPS

9451 S MAIN ST
PLYMOUTH,MI48170 		  PC COMMUNITY SUPPORT 2,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		  PC COMMUNITY SUPPORT 15,000

SLEEP IN HEAVENLY PEACE

PO BOX 390780
OMAHA,NE68139 		  PC COMMUNITY SUPPORT 4,000

SMILE-A-MILE

1600 2ND AVE S
BIRMINGHAM,AL35233 		  PC COMMUNITY SUPPORT 1,200

SOLDIERS ANGELS

2896 NE LOOP 410 STE 107
SAN ANTONIO,TX78218 		  PC COMMUNITY SUPPORT 2,500

SPECIAL OLYMPICS OF GEORGIA

3998 INNER PERIMETER RD STE A
VALDOSTA,GA31602 		  PC COMMUNITY SUPPORT 2,000

SUMTER UNITED MINISTRIES

36 ARTILLERY DRIVE
SUMTER,SC29151 		  PC COMMUNITY SUPPORT 1,000

SWOOPS FOOD PANTRY EMU FOUNDATION

100 PIERCE HALL
YPSILANTI,MI48197 		  PC COMMUNITY SUPPORT 2,500

TENNESSEE OUT-REACH CENTER FOR HOMELESS

152 RIDGEWAY CENTER
OAK RIDGE,TN37830 		  PC COMMUNITY SUPPORT 5,000

THE BLOOD CANCER FOUNDATION OF MICHIGAN

27655 MIDDLEBELT ROAD SUITE 160
FARMINGTON HILLS,MI48334 		  PC COMMUNITY SUPPORT 1,500

THE MATTHEW MANGINE JR FOUNDATION

812 JOHNSTOWN CT
UNION,KY41091 		  PC COMMUNITY SUPPORT 1,800

TOYS FOR TOTS

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

TRUSTED CHOICE RELIEF FUND (FORTIFIED)

127 SOUTH PEYTON ST
ALEXANDRIA,VA22314 		  PC COMMUNITY SUPPORT 10,000

UNITED CHRISTIAN COMMUNITY SERVICE

1928 S REESE RD
REESE,MI48757 		  PC COMMUNITY SUPPORT 500

UNITED WAY OF KERSHAW COUNTY

PO BOX 737
CAMDEN,SC29021 		  PC COMMUNITY SUPPORT 1,000

UNITED WAY OF SAGINAW COUNTY

100 S JEFFERSON AVENUE
SAGINAW,MI48607 		  PC COMMUNITY SUPPORT 10,000

UNITED WAY OF SAGINAW COUNTY

1840 N MICHIGAN AVE
SAGINAW,MI48602 		  PC COMMUNITY SUPPORT 30,000

VINA DENTAL CENTER

400 E GRAND RIVER
BRIGHTON,MI48116 		  PC COMMUNITY SUPPORT 5,406

VINEYARD FOOD RESOURCE CENTER

1928 E 300TH ST
WICKLIFFE,OH44092 		  PC COMMUNITY SUPPORT 3,000

VISTA MARIA

20651 WEST WARREN AVENUE
DEARBORN HEIGHTS,MI48127 		  PC COMMUNITY SUPPORT 2,000

WELLSPRING INTERFAITH SOCIAL SERVICES

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

WELLSPRING INTERFAITH SOCIAL SERVICES

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

WELLSPRING LUTHERAN SERVICES

2825 WEINEKE SAGINAW
SAGINAW,MI48734 		  PC COMMUNITY SUPPORT 5,000

WINCHESTER AREA TEMPORARY THERMAL SHELTER (WATTS)

PO BOX 2936
WINCHESTER,VA22604 		  PC COMMUNITY SUPPORT 2,500
Total .................................right arrow 3a 389,336
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 127,701  
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 ............ 		    18 442,075  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 569,776 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
569,776
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
FRANKENMUTH INSURANCE FOUNDATION
 
Employer identification number

82-4383153
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
FRANKENMUTH INSURANCE FOUNDATION
  		Employer identification number
82-4383153
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
FRANKENMUTH INSURANCE COMPANY
 
1 MUTUAL AVENUE
 
FRANKENMUTH, MI48787

$ 250,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
FRANKENMUTH INSURANCE FOUNDATION
  		Employer identification number

82-4383153
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
FRANKENMUTH INSURANCE FOUNDATION
  		Employer identification number

82-4383153
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 7,900 3,950   3,950

TY 2024 InvestmentsCorpBondsSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC SR GLBL NT DTD 05/21/2020 3.2% 11/21/2029-2029 23,252 23,198
AMERICAN EXPRESS CO SR GLBL NT 9,684 9,960
AMERICAN HONDA FIN COR MTN FR DTD 09/10/2019 2.05% 01/10/2023 15,174 14,743
ASTRAZENECA FINANCE LLC GLBL NT 15,533 15,090
BANK OF AMERICA CORP FR DTD 07/23/2020 07/23/2031-2030 20,235 16,821
BANK OF AMERICA CORP FR DTD 4/22/2021 2.687% 5,022 4,300
BLACKROCK FLBL NT DTD 03/14/2024 5% 03/14/2034-2033 20,144 19,767
BP CAPITAL MARKETS AMERICA INC GLBL NT DTD 05/17/2024 4.97% 10/17/2029-2029 19,207 19,085
BRISTOL MYERS SQUIBB CO SR GLBL NT DTD 02/22/2024 4.9% 23,416 23,101
CITIGROUP INC SR GLBL NT FIXED 33,805 33,852
COMCAST CORPORATION NEW GLBL NT DTD 03/27/2020 3.4% 18,523 18,593
DISNEY WALT CO SR GLBL NT DTD 23,152 24,017
DTE ELECTRIC CO 1M GLB BD DTD 02/26/2020 2.25% 03/01/2030-2029 25,176 22,923
ESTEE LAUDER COS INC SR NT DTD 4,995 4,936
FLORIDA POWER & LIGHT CO 1M GLBL 12,318 12,659
GOLDMAN SACHS GROUP INC SR GLBL NT FIXED TO FLOAT DTD 01/23/2018 3.814% 04/2 23,201 23,087
HOME DEPOT INC SR NT DTD 09/05/2017 2.8% 09/14/2027-2027 18,481 19,161
JOHN DEERE CAPITAL CORP DTD 24,535 24,934
JP MORGAN CHASE & CO GLBL NT FIXED TO FLOAT DTD 04/22/2021 2.58% 04/22/2032- 38,264 34,320
LOCKHEED MARTIN CORP SR GLBL NT 19,575 19,512
MERCK & CO INC SR GLBL NT DTD 12/10/2021 2.15% 12/10/2031-2031 34,566 34,307
MID-AMERICA APTS LP SR GLBL NT DTD 05/14/2018 4.2% 9,743 9,778
MORGAN STANLEY FR FIXED TO FLOAT DTD 10/18/2022 6.342% 10/18/2033-2032 22,319 22,221
PNC FINANCIAL SERVICES GROUP INC SR NT FIXED TO FLOAT DTD 06/12/2023 5.5582% 17,408 17,295
PROGRESSIVE CORP SR GLBL NT DTD 24,206 22,843
PROLOGIS LP SR GLBL NT DTD 08/20/2020 1.25% 10/15/2030-2030 19,378 16,390
PUBLIC SERVICE ELECTRIC & GAS CO 8,266 8,659
REALTY INCOME CORP SR GLBL NT DTD 01/13/2023 4.85% 03/15/2030-2030 16,962 16,891
SIMON PROP GR LP SR GLB NT DTD 09/10/14 3.375% 10/01/2024-2024 14,666 14,064
THERMO FISHER SCIENTIFIC INC SR GLBL NT DTD 11/21/2022 4.8% 11/21/2027-2027 23,266 23,170
TOYOTA MOTOR CREDIT CORP FR DTD 19,500 19,349
TRUIST FINANCIAL CORP DTD 24,925 23,974
UNITEDHEALTH GROUP INC SR GLBL NT DTD 03/21/2024 4.9% 04/15/2031-203 9,072 8,949
UNITEDHEALTH GROUP INC SR NT DTD 03/21/2024 4.6% 04/15/2027 8,937 9,010
US BANCORP FIXED TO FLOAT DTD 07/22/2022 4.548% 07/22/2028-2027 23,141 22,809
WASTE MANAGEMENT INC DEL SR GLBL 21,996 22,560
WELLS FARGO & CO FIXED TO FLOAT 13,893 14,545

TY 2024 InvestmentsCorpStockSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Name of Stock End of Year Book Value End of Year Fair Market Value
ACADIA HEALTHCARE CO 1,993 2,339
AGREE REALTY CORP 3,448 3,593
ALTAIR ENGINEERING INC 4,485 6,656
API GROUP CORP 7,120 6,690
APTARGROUP INC 2,013 3,142
ASSURANT INC 2,604 2,559
ATLANTIC UN BANKSHARES CORP 4,643 4,583
AXON ENTERPRISE INC 4,311 11,886
AZENTA INC 2,256 2,250
BALCHEM CORP 6,341 7,824
BIO RAD LABS INC CL A 2,895 3,614
BIO TECHNE CORP 6,536 5,690
BJS WHOLESALE CLUB HOLDINGS INC 1,938 7,416
BOOZ ALLEN HAMILTON HOLDING CORP CL A 1,399 4,118
BRIGHT HORIZONS FAM SOL INC 10,477 11,750
BURLINGTON STORES INC 2,686 5,416
CARTER INC 1,528 1,246
CASELLA WASTE SYSTEMS INC 14,601 17,564
CAVCO INDS INC 2,576 7,140
CCC INTELLIGENT SOLUTIONS 12,508 12,950
CHAMPIONX CORPORATION 1,520 1,767
CHART INDUSTRIES INC 3,242 4,008
CHURCHILL DOWNS INC 3,745 4,006
CLEARWATER ANALYTICS HOLDINGS 4,543 7,843
COGNEX CORP 4,180 3,980
COLUMBUS MCKINNON CORP 4,020 3,240
COMFORT SYSTEMS USA INC 1,219 6,785
CONSTRUCTION PARTNERS INC CL A 5,189 15,215
CSW INDUSTRIALS INC 4,400 8,467
CULLEN FROST BANKERS INC 3,841 3,893
DORMAN PRODUCTS INC 3,448 5,960
EAGLE MATERIALS INC 1,677 5,922
EASTGROUP PROPERTY INC 3,274 3,210
ELEMENT SOLUTIONS INC 3,867 5,417
ENTERGRIS INC 1,944 4,854
EVI INDS INC 5,161 3,728
EXPONENT INC 11,857 13,454
FAIR ISAAC CORP 3,980 5,973
FEDERAL SIGNAL CORP 1,216 4,065
GARTNER INC 874 3,391
GENERAC HOLDINGS INC 4,983 5,892
GENTHERM INC 4,772 3,074
GIBRALTAR INDUSTRIES INC 1,111 1,590
GLACIER BANCORP INC 2,487 3,164
GLOBUS MEDICAL INC CL A 3,577 6,203
GRACO INC 8,790 8,766
GRAND CANYON ED INC 2,460 3,440
GROUP 1 AUTOMOTIVE INC 3,768 5,479
GUIDEWIRE SOFTWARE INC 4,491 9,610
HALOZYME THERAPEUTICS INC 2,900 3,394
HEALTHPEAK PROPERTIES INC 3,270 2,959
HEICO CORP CL A 7,384 9,862
HENRY JACK & ASSOC INC 7,207 7,713
HEXCEL CORP 1,764 2,633
HOLOGIC INC 3,063 3,244
IDACORP INC 3,318 4,043
IDEX CORP 5,515 5,442
INSMED INC 2,447 2,209
INTEGER HLDGS CORP 2,322 4,241
INTRA-CELLULAR THERAPIES INC 3,039 4,844
ITT INC COM 3,430 5,429
JOHN BEAN TECHNOLOGIES CORP 4,625 4,957
KADANT INC 2,123 2,070
KINSALE CAP GROUP INC COM 1,518 4,651
LANCASTER COLONY CORP 3,508 3,809
LCI INDUSTRIES INC 4,777 4,136
LINCOLN ELECTRIC HOLDINGS INC 2,571 3,562
M/S-COM TECHNOLOGY SOLUTIONS 2,281 5,066
MAGNOLIA OIL & GAS CORP 2,892 3,133
MANHATTAN ASSOCIATES INC 2,848 5,675
MARKETAXESS HOLDINGS INC 2,096 2,034
MATADOR RESOURCES CO 3,222 3,151
MEDPACE HLDGS INC 3,083 2,990
MERCADOLIBRE INC 6,860 6,802
MERCURY SYSTEMS INC 2,177 2,688
MERIT MEDICAL SYSTEMS INC 8,781 10,446
MSA SAFETY INCORPORATED 6,613 6,465
NATERA INC 2,440 3,483
NATIONAL STORAGE AFFILIATES TR 2,936 2,275
NCINO INC 2,915 2,821
NEOGEN CORP 6,194 3,618
NEUROCRINE BIOSCIENCES INC 2,816 4,778
NORDSON CORP 2,768 4,813
NOVANTA INC 10,043 8,707
OVINTIV INC 3,957 3,240
PAYCOR HCM INC 6,704 5,645
PAYLOCITY HLDG CORP 5,157 5,186
PERFORMANCE FOOD GROUP CO 3,312 6,933
PERMIAN RESOURCES CORP 2,667 2,373
PINNACLE FINANCIAL PARTNERS, INC 2,186 5,720
PIPER SANDLER COMPANIES 2,157 7,799
POOL CORPORATION 11,541 10,569
PORTLAND GENERAL ELECTRIC CO 3,423 3,315
PROCORE TECHNOLOGIES INC 7,655 8,018
Q2 HOLDINGS INC 3,520 10,870
QUAKER CHEMICAL CORP 3,930 3,378
RBC BEARINGS INC 9,012 16,154
REPLIGEN CORP 9,877 9,644
ROLLINS INC 10,544 11,356
RPM INTL INC 2,568 5,292
SCHNEIDER NATIONAL INC B 2,086 3,074
SILICON LABORATORIES INC 2,041 3,230
SIMPSON MANUFACTURING CO 8,835 10,116
SITEONE LANDSCAPE SUPPLY INC 13,740 11,332
SPS COMM INC 8,858 9,016
SPX CORP 5,857 5,821
STIFEL FINANCIAL CORP 2,870 5,092
SUN COMMUNITIES INC 3,084 3,812
TANDEM DIABETES CARE INC 2,691 4,070
TEXAS ROADHOUSE INC 3,044 8,480
TORO CO 2,179 3,204
TREX COMPANY INC 7,411 7,938
TRI POINTE GROUP INC 3,879 3,517
TYLER TECHNOLOGIES INC 8,822 12,109
UMB FINANCIAL CORP 2,741 3,160
VAIL RESORTS INC 2,361 2,249
VERICEL CORP 2,249 3,514
VOYA FINANCIAL INC 4,511 5,782
WATSCO INC 8,567 10,899
WEST PHARMACEUTICAL SERVICES INC 5,786 5,241
WINTRUST FINANCIAL CORP 3,272 5,363
WORKIVA INC 4,883 5,805
ZEBRA TECHNOLOGIES CORP CL A 1,906 5,022

TY 2024 InvestmentsGovtObligationsSch
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
US Government Securities - End of Year Book Value:

1,003,588
US Government Securities - End of Year Fair Market Value:

991,556
State & Local Government Securities - End of Year Book Value:


424,108
State & Local Government Securities - End of Year Fair Market Value:


426,346


TY 2024 InvestmentsOtherSchedule2
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADR ERSTE BK DER OESTERREICHISCHEN AT COST 4,948 10,571
ADYEN NV UNSPONSORED ADR AT COST 3,444 5,879
AIA GROUP LTD SPONSORED ADR AT COST 6,103 5,389
AIR LIQUIDE ADR AT COST 3,004 4,515
ALCON INC AT COST 5,209 6,621
ALFA LAVAL AB SWEDEN ADR AT COST 3,872 6,562
ALIBABA GROUP HLDG LTD ADR AT COST 14,676 14,753
ALLIANZ SE ADR AT COST 10,382 16,125
AMBEV SA SPONS ADR AT COST 15,525 11,994
AMERICA MOVIL SAB DE CV SPONSORED ADR RP CL B AT COST 7,970 6,454
ASSA ABLOY AB ADR AT COST 3,788 4,908
ASTELLAS PHARMA INC ADR AT COST 10,641 8,056
ATLAS COPCO AB SPONSORED ADR A AT COST 2,805 6,884
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR AT COST 5,182 9,001
BANK NOVA SCOTIA HALIFAX FR DTD 01/10/2022 1.45% 01/10/2025-2022 AT COST 24,753 24,978
BANK OF MONTREAL MEDIUM FR FIXED TO FLOAT DTD 09/10/2024 4.64% 09/10/2030-20 AT COST 23,801 23,539
BARCLAYS PLC ADR AT COST 2,924 6,831
BHP BILLITON FINANCE USA LTD SR AT COST 14,771 14,973
BHP GROUP LTD ADR AT COST 8,095 6,153
BIC SA AT COST 5,108 6,126
BNP PARIBAS SPONSORED ADR AT COST 7,572 9,978
BRIDGESTONE CORP ADR AT COST 8,283 7,484
CAE INC AT COST 8,518 11,548
CANADIAN IMPERIAL BANK COMM GLBL COCO FIXED TO FLOAT DTD 09/11/2024 4.508% 0 AT COST 19,924 19,910
CANADIAN NATIONAL RAILWAY COMPANY AT COST 3,114 3,654
CARREFOUR SPONSORED ADR AT COST 10,489 9,057
CEMEX SAV DE CV SPONSORED ADR AT COST 6,998 8,437
CHINA RESOURCES BEER HOLDINGS CO ADR AT COST 10,272 10,436
CHUGAI PHARMACEUTICALS CO AT COST 7,063 12,062
COLOPLAST A/S AT COST 4,283 3,573
COMPAGNIE FIN RICHEMONTAG ADR AT COST 6,178 8,076
CREDICORP LTD BAP AT COST 3,858 4,766
CYBERARK SOFTWARE LTD AT COST 4,236 8,995
DAIFUKU CO LTD ADR AT COST 3,489 3,612
DANONE SPONSORED ADR AT COST 7,225 8,181
DASSAULT SYSTEMS S A SPONSORED ADR AT COST 10,343 10,608
DBS GROUP HOLDINGS LTD SPONSORED ADR AT COST 10,496 19,334
DESCARTES SYSTEM GROUP INC AT COST 9,531 13,632
DEUTSCHE POST AG ADR AT COST 9,658 8,062
DFA EMERGING MARKETS CORE EQUITY AT COST 115,022 133,546
DISCO CORP ADR AT COST 4,699 5,048
EMBRAER S A ADR AT COST 3,263 12,801
ENERSIS CHILE SA SPON ADR AT COST 3,466 5,098
ENI S P A SPONSORED ADR AT COST 4,438 6,156
ENN ENERGY HOLDINS LTD ADR AT COST 9,376 6,116
EPIROC AKTIEBOLAC ADR AT COST 3,778 5,416
EQUINOR ASA SR GLBL NT DTD 04/06/2020 3.125% 04/06/2030-2030 AT COST 27,771 23,038
FIRST PAC LTD SPONSORED ADR AT COST 3,341 5,997
FIRSTSERVICE CORP AT COST 11,853 13,939
FOMENTO ECONOMICO MEXICANO SAB SPONSORED ADR AT COST 7,615 9,147
GATES INDUSTRIAL CORPORATION PLC AT COST 3,986 5,945
GDF SUEZ SPONONSORED ADR EACH REPR AT COST 4,907 6,306
GENMAB A S AT COST 6,204 3,235
GLOBANT SA AT COST 5,314 5,361
GRIFOLS SA ADR AT COST 13,311 9,434
GRUPO FINANCIERO BANORTE S A B ADR AT COST 4,351 3,467
GSK PLC ADR AT COST 13,523 13,088
HAIER SMART HOME CO LTD ADR AT COST 5,143 6,090
HALEON PLC ADR AT COST 9,509 11,877
HDFC BANK LTD ADR AT COST 12,259 13,219
HEIDELBERG MATERIALS ADR AT COST 2,539 7,536
HEINEKEN HLDG N V SPONSORED ADR AT COST 15,708 12,346
HENKEL AG AND CO KGAA SPSD ADR SPONSORED ADR AT COST 11,421 12,397
HONDA MOTOR LTD AMERN ADR AT COST 6,446 7,195
INFINEON TECHNOLOGIES AG SPONSORED ADR AT COST 16,430 20,236
INTESA SANPAOLO S P A SPONSORED ADR AT COST 3,872 7,849
J SAINSBURY PLC SPONSORED ADR AT COST 6,484 7,689
JAZZ PHARMACEUTICALS PLC AT COST 4,976 4,803
KERING ADR AT COST 14,122 8,079
KIMBERLY CLARK DE MEXICO SAB ADR AT COST 5,506 5,583
KINGFISHER PLC SPONSORED ADR AT COST 5,709 6,959
KOMATSU LTD SPONSORED ADR AT COST 4,013 5,437
KONINKLIJKE PHILIPS NV NV ADR AT COST 4,781 7,976
KUBOTA CORP ADR AT COST 8,454 7,111
LINDE PLC AT COST 2,898 5,861
LOREAL CO ADR AT COST 7,897 9,646
MAKITA CORP ADR AT COST 5,383 6,444
MANULIFE FINANCIAL CORP AT COST 7,244 12,345
MEDTRONIC GLOBAL HOLDINGS S C A AT COST 23,803 23,700
MITSUBISHI UFJ FINANCIAL GRP INC SPONSORED ADR AT COST 2,154 5,790
MOBILE TELESYSTEMS OJSC SPONSORED ADR AT COST 2,163 1,623
NESTLE S A SPONSORED ADR AT COST 9,676 8,170
NISSAN MOTORS SPONSORED ADR AT COST 8,245 7,041
NOVARTIS A G SPONSORED ADR AT COST 6,252 7,590
NOVOZYMES A/S SPONSORED ADR AT COST 2,709 3,223
OPEN TEXT CORP AT COST 6,632 6,032
ORANGE SPONSORED ADR AT COST 9,375 8,295
P T TELEKOMUNIKASI INDONESIA AT COST 5,697 4,195
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR PFD AT COST 7,263 9,685
PFIZER INVESTMENT ENTERPRISES SR AT COST 29,009 28,959
PING AN INS GROUP CO CHINA LTD SPONSORED ADR AT COST 4,118 2,770
PISC LUKOIL SPONSORED ADR AT COST 4,624 390
PUBLICIS S A SPONSORED ADR AT COST 2,857 8,304
RECKITT BENCKISER GROUP PLC ADR AT COST 8,923 9,664
RIO TINTO PLC SPONSORED ADR AT COST 6,098 6,410
ROCHE HOLDINGS LTD SPONSORED ADR AT COST 9,161 9,941
ROLLS ROYCE HOLDINGS PLC SPONSORED ADR AT COST 1,208 7,662
ROYAL BANK CANADA FR DTD 10/25/2022 6% 11/01/2027-2022 AT COST 22,491 22,722
SANOFI AVENTIS ADR AT COST 11,577 12,492
SAP SE SPON ADR EACH REP 1 ORD NPV AT COST 7,743 20,928
SCHNEIDER ELECTRIC SE ADR AT COST 3,885 11,368
SHELL PLC ADR AT COST 14,856 17,229
SHIMANO INC ADR AT COST 3,098 2,649
SHINHAN FINANCIAL GROUP CO LTD SPONSORED ADR AT COST 4,494 5,294
SHIONOGI & CO LTD ADR AT COST 4,972 3,842
SMITH & NEPHEW PLC ADR AT COST 8,701 8,972
SONOVA HOLDINGS AG AT COST 2,546 4,358
SONY CORP ADR AT COST 9,203 10,897
STEVANATO GROUP SPA AT COST 9,890 7,561
STMICROELECTRONICS NV ADR AT COST 8,472 7,691
SUMITOMO MITSUI HOLDINGS ADR AT COST 7,336 9,884
SURGUTNEFTEGAS PJSC SPON ADR PFD AT COST 5,366 499
SWATCH GROUP AG ADR AT COST 14,793 11,524
SYMRISE AG ADR AT COST 4,140 5,044
SYSMEX CORP ADR AT COST 8,895 8,811
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR AT COST 5,680 21,526
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR AT COST 16,997 15,385
TECHTRONIC INDUSTRIES LIMITED ADR AT COST 4,463 4,068
TELEFONICA BRASIL SA ADR AT COST 4,305 3,805
TENCENT HOLDINGS LTD ADR AT COST 6,690 8,509
TESCO PLC SPONSORED ADR AT COST 4,907 7,991
TORONTO DOMINION BANK FR DTD 09/11/2020 .75% 09/11/2025 AT COST 25,000 25,116
TOTAL CAPITAL SR GLBL NT 24 DTD 01/15/2014 3.75% 04/10/2024 AT COST 10,927 9,527
TOTAL SE SPONSORED ADR AT COST 6,011 7,194
UBS GROUP AG SHS AT COST 4,306 11,794
UNICHARM CORP ADR AT COST 4,613 2,797
VANGUARD 500 INDEX ADMIRAL AT COST 1,190,133 1,665,430
WAL MART DE MEXICO S A B DE CV SPONSORED ADR AT COST 8,309 7,656
WPP PLC ADR AT COST 10,922 11,359
ZTO EXPRESS CAMANN INC AT COST 4,254 4,242

TY 2024 OtherExpensesSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 1,990 995   995
MEMBERSHIP FEE 1,950 1,950   0


TY 2024 OtherIncreasesSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Description Amount
BOOK TO TAX DIFFERENCE 662


TY 2024 OtherProfessionalFeesSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 53,214 44,145   9,069


TY 2024 TaxesSchedule
Name:
FRANKENMUTH INSURANCE FOUNDATION
EIN:
82-4383153
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 4,895 4,895   0
EXCISE TAXES 800 0   0