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
AMERICANA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)28115 MEADOWBROOK ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NOVI, MI48377
A Employer identification number

38-2269431
B Telephone number (see instructions)

(248) 347-3863
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$20,881,120J 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... 325,791 325,791  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 941,590
b Gross sales price for all assets on line 6a 1,693,996
7 Capital gain net income (from Part IV, line 2)... 941,590
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........ 1,267,381 1,267,381  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 244,386 12,219   232,167
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
3,446 0   3,446
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
36,595 0   36,595
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
79,211 79,211   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
30,277 261   12,792
19 Depreciation (attach schedule) and depletion... 4,967 0  
20 Occupancy.............. 4,800 0   4,800
21 Travel, conferences, and meetings....... 23,331 0   23,331
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
71,110 1,237   69,873
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 498,123 92,928   383,004
25 Contributions, gifts, grants paid....... 646,674 646,674
26 Total expenses and disbursements. Add lines 24 and 25 1,144,797 92,928   1,029,678
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 122,584
b Net investment income (if negative, enter -0-) 1,174,453
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............. 21,586 22,923 22,923
2 Savings and temporary cash investments......... 142,649 113,243 113,243
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 12,213,181 Click to see attachment
List of Attached Documents:
// Content
13,145,521 		13,145,521
c Investments—corporate bonds (attach schedule)....... 2,731,027 Click to see attachment
List of Attached Documents:
// Content
2,789,813 		2,789,813
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,134,313 Click to see attachment
List of Attached Documents:
// Content
4,078,729 		4,078,729
14 Land, buildings, and equipment: basis right arrow721,536
Less: accumulated depreciation (attach schedule) right arrow42,769 678,922 Click to see attachment
List of Attached Documents:
// Content
678,767 		678,767
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
55,904 		Click to see attachment
List of Attached Documents:
// Content
52,124 		Click to see attachment
List of Attached Documents:
// Content
52,124
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,977,582 20,881,120 20,881,120
Liabilities 17 Accounts payable and accrued expenses.......... 3,252 967
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
100,885 		Click to see attachment
List of Attached Documents:
// Content
130,476
23 Total liabilities (add lines 17 through 22)......... 104,137 131,443
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........... 19,873,445 20,749,677
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 19,873,445 20,749,677
30 Total liabilities and net assets/fund balances (see instructions). 19,977,582 20,881,120
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
19,873,445
2
Enter amount from Part I, line 27a .....................
2
122,584
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
753,648
4
Add lines 1, 2, and 3 ..........................
4
20,749,677
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
20,749,677
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 CAPITAL GAIN DISTRIBUTION      
b PUBLICLY TRADED SECURITIES      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 503,337     503,337
b 1,190,659   752,406 438,253
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       503,337
b       438,253
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 941,590
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 16,325
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 16,325
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 16,325
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,560
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 19,400
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 315
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 8,320
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow8,320 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.AMERICANAFOUNDATION.ORG
14
The books are in care ofright arrowKATHRYN BUCKNER Telephone no.right arrow (248) 347-3863

Located atright arrow28115 MEADOWBROOK ROADNOVIMI ZIP+4right arrow48377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
KATHRYN UNDERWOOD TRUSTEE
3.00 		3,000 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
JONATHAN THOMAS TRUSTEE
3.00 		9,800 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
LIZ KIRKWOOD TRUSTEE
3.00 		2,400 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
DENENE DE QUINTAL TRUSTEE
3.00 		3,000 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
KATHRYN HARPER TRUSTEE/ VICE PRESIDENT
3.00 		6,600 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
MATTHEW WAWRO TREASURER
3.00 		6,600 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
RICK FOSTER VICE PRESIDENT/ PRESIDENT
2.00 		8,600 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
ROBERT JANSON PRESIDENT (ENDED 5/24)
4.00 		6,600 0 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
KATHRYN BUCKNER EXECUTIVE DIRECTOR
50.00 		177,443 20,343 0
28115 MEADOWBROOK ROAD
NOVI,MI48377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
19,950,389
b
Average of monthly cash balances.......................
1b
86,343
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
20,036,732
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
20,036,732
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
300,551
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,736,181
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
986,809
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
986,809
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
16,325
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,325
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
970,484
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
970,484
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
970,484
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
1,029,678
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,029,678
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 7 970,484
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...... 73,929
b From 2020......  
c From 2021......  
d From 2022...... 173,855
e From 2023...... 83,783
f Total of lines 3a through e ........ 331,567
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,029,678
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..... 970,484
e Remaining amount distributed out of corpus 59,194
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 5 390,761
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) ... 		73,929
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		316,832
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 173,855
d Excess from 2023.... 83,783
e Excess from 2024.... 59,194
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:
KATHRYN BUCKNER
28115 MEADOWBROOK
NOVI,MI48377
(248) 347-3863
bThe form in which applications should be submitted and information and materials they should include:
THE GRANT APPLICATION FORM AND INFORMATION IS AVAILABLE AT HTTP://AMERICANAFOUNDATION.ORG/GUIDELINES.ASP
cAny submission deadlines:
GRANT REQUESTS ARE DUE JANUARY 8TH, APRIL 1ST, JULY 1ST AND OCTOBER 1ST.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION MAKES GRANTS ONLY TO NONPROFIT ORGANIZATIONS THAT HAVE BEEN DETERMINED BY THE IRS TO BE CHARITABLE, SCIENTIFIC OR EDUCATIONAL AND ARE TAX EXEMPT UNDER IRC SECTION 501(C)(3) AND NOT A PRIVATE FOUNDATION. NONPROFIT ORGANIZATIONS THAT ARE LOCATED OR OPERATE WITHIN THE STATE OF MICHIGAN ARE A PRIORITY OF THE FOUNDATION.
Form 990-PF (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

ASBURY COMMUNITY DEVELOPMENT CORPORATION

1653 DAVIDSON RD
FLINT,MI48506 		  PC ASBURY FARM INCUBATOR PROJECT 30,000

ASHEVILLE ART MUSEUM

2 SOUTH PACK SQUARE
ASHVILLE,NC28801 		  PC DISASTER RELIEF - ASHEVILLE STRONG: CELEBRATING ART AND COMMUNITY AFTER HURRICANE HELENE 10,000

CITIZENS FOR A SAFE AND CLEAN LAKE SUPERIOR

PO BOX 83
MARQUETTE,MI49855 		  PC EDUCATING AND ADVOCATING FOR WETLAND PROTECTIONS IN MARQUETTE COUNTY 25,000

CLINTON RIVER WATERSHED COUNCIL

1115 W AVON ROAD
ROCHESTER,MI48309 		  PC ASSESSING HIGH PRIORITY RESTORATION, GREEN INFRASTRUCTURE, AND IMPACTFUL WATER QUALITY IMPROVEMENT PROJECTS IN THE CLINTON RIVER WATERSHED 25,000

COLONIAL WILLIAMSBURG FOUNDATION

401 W DUKE OF GLOUCESTER ST
WILLIAMSBURG,VA23185 		  PC WORLDS COLLIDE: ARCHAEOLOGY AND GLOBAL TRADE IN 18TH-CENTURY WILLIAMSBURG 32,000

CONCORD ANTIQUARIAN SOCIETY

53 CAMBRIDGE TPKE
CONCORD,MA01742 		  PC WHOSE REVOLUTION 25,000

EASTERN MARKET CORPORATION

2934 RUSSELL ST
DETROIT,MI48207 		  PC EASTERN MARKET MICROLOAN REVOLVING FUND 25,000

ENVIRONMENTAL LAW AND POLICY CENTER

35 E WACKER DR STE 1600
CHICAGO,IL60601 		  PC MICHIGAN ENVIRONMENTAL PRESERVATION & PROTECTION PROJECT 15,000

EXPONENT PHILANTHROPY

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

FAIR FOOD NETWORK

1250 N MAIN ST
ANN ARBOR,MI48104 		  PC MICHIGAN GOOD FOOD FUND SEED AWARDS 25,000

FRESHWATER FUTURE

PO BOX 2479
PETOSKEY,MI49770 		  PC INCREASING CAPACITY OF NORTHERN MICHIGAN ENVIRONMENTAL GROUPS TO ENSURE LONG-TERM EFFORTS TO PROTECT THE HEALTH OF THE GREAT LAKES 25,000

GROWING HOPE INC

922 W MICHIGAN AVE
YPSILANTI,MI48197 		  PC CULTIVATING ACCESSIBILITY AND SUSTAINABILITY IN YPSILANTI'S FOOD SYSTEM 25,000

HURON PINES

4241 OLD US 27 SOUTH SUITE 2
GAYLORD,MI49735 		  PC CATALYZING COMMUNITY ACTION TO PROTECT LAKE HURON 25,000

HURON PINES

4241 OLD US 27 SOUTH SUITE 2
GAYLORD,MI49735 		  PC 2024 STATE OF THE BAY CONFERENCE SPONSORSHIP 1,000

JAMESTOWN REDISCOVERY FOUNDATION

1365 COLONIAL NATL HISTORICAL PKWY
WILLIAMSBURG,VA23185 		  PC LEGACIES OF 1619: LAW AND RACE AT JAMESTOWN 25,000

LEGACY LAND CONSERVANCY

6276 JACKSON RD SUITE G
ANN ARBOR,MI48103 		  PC PROTECTING LOCAL WATER QUALITY THROUGH PERMANENT LAND PROTECTION 15,900

LIVE ZERO WASTE INC

820 GRANGER AVE
ANN ARBOR,MI48104 		  PC REDUCING PLASTIC WASTE IN YPSILANTI 10,000

MADE BY US

130 W PACES FERRY RD NW
ATLANTA,GA30305 		  PC CIVIC SEASON 15,000

MAKE FOOD NOT WASTE

8625 E JEFFERSON AVE
DETROIT,MI48214 		  PC THE 2030 PROJECT 25,000

MAKE FOOD NOT WASTE

8625 E JEFFERSON AVE
DETROIT,MI48214 		  PC SOUTHFIELD COMMUNITY FEAST 214

MICHIGAN ENVIORNMENTAL COUNCIL

602 W IONIA ST
LANSING,MI48933 		  PC COMMUNITY MATCH PARTNER PROGRAM 2,000

MICHIGAN STATE UNIVERSITY

220 TROWBRIDGE RD
EAST LANSING,MI48824 		  PC THOMAS RANGER MEMORIAL FUND 2024 5,000

MICHIGAN STATE UNIVERSITY

220 TROWBRIDGE RD
EAST LANSING,MI48824 		  PC 2024 PROGRAMMING AND OPERATIONS 130,000

MICHIGAN STATE UNIVERSITY

220 TROWBRIDGE RD
EAST LANSING,MI48824 		  PC VOLUNTEER RECOGNITION DINNER 3,976

MUSKEGON RIVER WATERSHED ASSEMBLY

1009 CAMPUS DRIVE JOHI 303
BIG RAPIDS,MI49307 		  PC FRIENDS OF THE MUSKEGON RIVER 25,000

PARTRIDGE CREEK COMPOST

200 WASHINGTON ST
ISHPEMING,MI49849 		  PC ENGAGING UPPER PENINSULA COMMUNITIES IN COMPOSTING AND FOOD-SYSTEM EDUCATION 21,840

RADA FOUNDATION

PO BOX 294
ASHVILLE,NC28802 		  PC DISASTER RELIEF - SUPPORT FOR THE RIVER ARTS DISTRICT'S RECOVERY FROM HURRICANE HELENE 15,000

SIX RIVERS LAND CONSERVANCY

4480 ORION ROAD PAINT CREEK CIDER
MILL 2ND FLOOR
ROCHESTER,MI48306 		  PC RIVERS ARE LIFE INITIAL PROJECT MEETING 644

SLAVE DWELLING PROJECT INC

104 ELON DRIVE
LADSON,SC29456 		  PC KEYNOTE AT THE 8TH ANNUAL SLAVE DWELLING PROJECT CONFERENCE FEATURING MICHAEL HARRIOT 8,100

UNITED WAY OF NORTHEAST MICHIGAN

108 WATER ST
ALPENA,MI49707 		  PC CONTINUING TO FOSTER A CIRCULAR ECONOMY ROOTED IN REGIONAL FOOD SYSTEMS 30,000

VALLEY FORGE PARK ALLIANCE

1400 N OUTER LINE DR
KING OF PRUSSIA,PA19406 		  PC UNVEILING THE UNTOLD: ILLUMINATING AFRICAN AMERICAN STORIES AT VALLEY FORGE 25,000
Total .................................right arrow 3a 646,674
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 ....     14 325,791  
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 ............ 		    18 941,590  
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 1,267,381 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,267,381
(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 AccountingFeesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 36,595 0   36,595

TY 2024 InvestmentsCorpBondsSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS - DODGE & COX INCOME FUND 1,153,398 1,153,398
CORPORATE BONDS - DOUBLELINE TOTAL RETURN 1,155,581 1,155,581
VANGUARD SHORT-TERM TREASURY BOND 480,834 480,834

TY 2024 InvestmentsCorpStockSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC F 41,511 41,511
ADOBE INC 28,904 28,904
AFLAC INC 34,239 34,239
ALGER SMALL CAP FOCUS Z 721,767 721,767
ALPHABET INC 119,259 119,259
AMERICAN WATER WORKS 12,947 12,947
AMERN TOWER CORP 32,830 32,830
APPLE INC 156,513 156,513
ARTISAN INTL FUND INV 1,130,396 1,130,396
ASML HLDGS NV 24,951 24,951
ASTRAZENECA PLC 29,681 29,681
BANK OF AMERICA CORP 31,380 31,380
BROWN CAPITAL MGMT INTL 711,899 711,899
CHIPOTLE MEXICAN GRILL INC COM 24,120 24,120
COSTCO WHOLESALE CO 65,055 65,055
DFA INTL CORE EQTY PORT 1,237,124 1,237,124
DODGE & COX STOCK FUND 2,043,235 2,043,235
EATON CORP PLC 41,484 41,484
ECOLAB INC 32,102 32,102
ELEVANCE HEALTH INC 19,552 19,552
EQUINIX INC 22,629 22,629
HARBOR CAP APPRECIATION 1,642,343 1,642,343
HOME DEPOT INC 28,396 28,396
LAZARD GLOBAL LISTED INF 550,375 550,375
LINDE PLC 25,120 25,120
LULULEMON ATHLETICA 34,799 34,799
MASTERCARD INC 58,976 58,976
MERCK & CO. INC. 29,546 29,546
MICROSOFT CORP 184,196 184,196
NETFLIX INC 43,675 43,675
NOVO-NORDISK A S 22,881 22,881
NVIDIA CORP 172,966 172,966
NXP SEMICONDUCTORS F 30,554 30,554
PALO ALTO NETWORKS 41,851 41,851
PNC FINL SERVICES 18,899 18,899
PRINCIPAL GLOBAL REAL ES 411,434 411,434
PROCTER & GAMBLE 23,303 23,303
PROGRESSIVE CORP 43,849 43,849
PROLOGIS INC. 15,115 15,115
QUANTA SVCS INC COM 19,911 19,911
ROCKWELL AUTOMATION 24,006 24,006
SERVICENOW INC 54,066 54,066
STRYKER CORP 31,324 31,324
SYSCO CORP 33,566 33,566
TARGET CORP 32,038 32,038
THERMO FISHER SCNTFC 23,410 23,410
TJX COMPANIES INC 58,593 58,593
TRANE TECHNOLOGIES PLC F 20,314 20,314
UNILEVER N V F 31,809 31,809
UNITEDHEALTH GRP INC 42,492 42,492
VANGUARD FTSE SOCIAL IND 932,140 932,140
VERISK ANALYTICS INC 23,687 23,687
VISA INC 36,345 36,345
WASTE MANAGEMENT INC 19,372 19,372
WILLIAM BLAIR SMALL MID 1,365,891 1,365,891
ALLY FINL INC 22,506 22,506
AUTOZONE INC 28,818 28,818
AVERY DENNISON CORP 19,649 19,649
CADENCE DESIGN SYS INC 16,826 16,826
FERGUSON ENTERPRISES INC 26,903 26,903
FIFTH THIRD BANCORP 22,958 22,958
HUNT J B TRANS SVCS INC 18,431 18,431
INTERCONTINENTAL EXCHANG 28,908 28,908
INTERNTNL FLAVORS & FRAG 19,869 19,869
INTUIT 21,998 21,998
JONES LANG LASALLE INC 17,214 17,214
LINDE PLC 25,120 25,120
MARRIOTT INTL INC NEW CLASS 26,778 26,778
NEXTERA ENERGY INC 28,318 28,318
SPOTIFY TECHNOLOGY S A F 42,501 42,501
UNION PAC CORP 33,522 33,522
UNITED RENTALS INC 19,724 19,724
VERTEX PHARMACEUTICALS I 21,343 21,343
XYLEM INC 15,315 15,315

TY 2024 InvestmentsOtherSchedule2
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BOSTON COMMON FMV 1,224,583 1,224,583
BRECKINBRIDGE FMV 502,301 502,301
FEG GREENBACKER RENEWABLE ENERGY FMV 927,791 927,791
FEG SERIES B FMV 587,540 587,540
FEG SERIES D FMV 127,372 127,372
ISHARES MSCI EMERGING FMV 709,142 709,142

TY 2024 LandEtcSchedule2
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND IMPROVEMENTS 22,000 22,000 0  
COMPUTER EQUIPMENT 14,802 11,326 3,476 3,476
LAND IMPROVEMENTS 665,157 0 665,157 665,157
FURNITURE AND FIXTURES 5,861 5,252 609 609
WEBSITE DESIGN 13,716 4,191 9,525 9,525


TY 2024 LegalFeesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,446 0   3,446


TY 2024 OtherAssetsSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID EXPENSE 24,106 24,649 24,649
RIGHT OF USE ASSET 31,798 27,475 27,475


TY 2024 OtherExpensesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES 8,000 0   8,000
EDUCATION 4,434 0   4,434
OFFICE AND EQUIPMENT 10,822 569   10,253
INSURANCE 12,700 668   12,032
MEALS AND ENTERTAINMENT 3,411 0   3,411
SOFTWARE SUBSCRIPTION 29,444 0   29,444
MISCELLANEOUS 2,299 0   2,299


TY 2024 OtherIncreasesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Description Amount
UNREALIZED GAIN ON INVESTMENTS 753,648


TY 2024 OtherLiabilitiesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED COMPENSATION 65,523 90,672
LEASE LIABILITY 31,798 27,475
ACCRUED EXCISE TAX 3,564 12,329


TY 2024 OtherProfessionalFeesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ASSET MANAGER FEES 29,211 29,211   0
INVESTMENT MANAGEMENT FEES 50,000 50,000   0


TY 2024 TaxesSchedule
Name:
AMERICANA FOUNDATION
EIN:
38-2269431
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX EXPENSE 17,224 0   0
PAYROLL TAXES 13,053 261   12,792