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
THE COVILLE-TRIEST FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 14
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HARTLAND, MI48353
A Employer identification number

38-2702725
B Telephone number (see instructions)

(248) 948-7050
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$13,690,580J 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) 945,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 307,512 307,512  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 43,173
b Gross sales price for all assets on line 6a 2,605,940
7 Capital gain net income (from Part IV, line 2)... 43,173
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)....... Click to see attachment
List of Attached Documents:
// Content
151,970 151,970  
12 Total. Add lines 1 through 11........ 1,447,655 502,655  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 57,085 28,543   28,542
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 9,065 4,533   4,532
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,500 5,250   5,250
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,595 4,338   2,230
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
53,427 50,393   3,034
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 148,672 93,057   43,588
25 Contributions, gifts, grants paid....... 587,050 587,050
26 Total expenses and disbursements. Add lines 24 and 25 735,722 93,057   630,638
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 711,933
b Net investment income (if negative, enter -0-) 409,598
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............. 28,146 41,218 41,218
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 11,169,103 Click to see attachment
List of Attached Documents:
// Content
11,992,820 		13,649,362
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) 11,197,249 12,034,038 13,690,580
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 11,197,249 12,034,038
29 Total net assets or fund balances (see instructions)..... 11,197,249 12,034,038
30 Total liabilities and net assets/fund balances (see instructions). 11,197,249 12,034,038
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
11,197,249
2
Enter amount from Part I, line 27a .....................
2
711,933
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
124,856
4
Add lines 1, 2, and 3 ..........................
4
12,034,038
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
12,034,038
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 SECURITIES HELD AT FIDELITY 3082 P    
b SECURITIES HELD AT FIDELITY 3082 P    
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 136,519   136,061 458
b 2,469,421   2,426,706 42,715
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       458
b       42,715
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 43,173
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 5,693
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 5,693
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 5,693
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
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 9,307
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow9,307 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 arrowN/A
14
The books are in care ofright arrowBRENT TRIEST Telephone no.right arrow (248) 948-6990

Located atright arrow29100 NORTHWESTERN HIGHWAY - SUITE205 SFLD MIHARTLANDMI ZIP+4right arrow48034
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)
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
BRENT TRIEST PRESIDENT
15.00 		57,085 0 9,065
12717 LUDLOW
HUNTINGTON WOODS,MI48070
BETSY COVILLE SECRETARY
2.00 		0 0 0
510 STRATFIELD DRIVE
LUTZ,FL33549
BARRY ROSENBAUM BOARD MEMBER
1.00 		0 0 0
2000 TOWN CENTER - SUITE 1500
SOUTHFIELD,MI48075
GLENN TRIEST BOARD MEMBER
1.00 		0 0 0
23871 FOREST
OAK PARK,MI48237
CLAUDIA COVILLE BOARD MEMBER
1.00 		0 0 0
5659 PIPERS WAITE - UNIT 29
SARASOTA,FL34235
JONATHAN TRIEST BOARD MEMBER
1.00 		0 0 0
26061 STRATFORD PLACE
OAK PARK,MI48237
KATE TRIEST BOARD MEMBER
1.00 		0 0 0
12717 LUDLOW
HUNTINGTON WOODS,MI48070
JESSICA TRIEST BOARD MEMBER
1.00 		0 0 0
26061 STRATFORD PLACE
OAK PARK,MI48237
LYNN COVILLE BOARD MEMBER
1.00 		0 0 0
164 HAMMOCK RD - UNIT 14
WESTBROOK,CT06498
GABRIEL CURTIDOR BOARD MEMBER
1.00 		0 0 0
1919 KEMP ROAD NE
MARIETTA,GA30066
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
12,548,785
b
Average of monthly cash balances.......................
1b
69,328
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,618,113
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
12,618,113
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
189,272
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,428,841
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
621,442
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
621,442
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,693
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,693
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
615,749
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
615,749
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
615,749
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
630,638
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
630,638
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 7 615,749
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...... 1,056,354
b From 2020...... 169,121
c From 2021...... 185,412
d From 2022......  
e From 2023...... 310,377
f Total of lines 3a through e ........ 1,721,264
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 630,638
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..... 615,749
e Remaining amount distributed out of corpus 14,889
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 1,736,153
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) ... 		1,056,354
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		679,799
10 Analysis of line 9:
a Excess from 2020.... 169,121
b Excess from 2021.... 185,412
c Excess from 2022....  
d Excess from 2023.... 310,377
e Excess from 2024.... 14,889
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

AKASHINGA

1655 N FORT MYER DRIVE 700
ARLINGTON,VA22209 		NONE PC UNRESTRICTED 1,000

ALTERNATIVES FOR GIRLS

903 WEST GRAND BLVD
DETROIT,MI48208 		NONE PC UNRESTRICTED 6,000

ALZHEIMER'S ASSOCIATION

PO BOX 96011
WASHINGTON,DC200906011 		NONE PC UNRESTRICTED 600

AMERICAN CANCER SOCIETY

20450 CIVIC CENTER DRIVE
SOUTHFIELD,MI48076 		NONE PC UNRESTRICTED 1,500

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231 		NONE PC UNRESTRICTED 500

ANIMAL DEFENDERS INTERNATIONAL

610 WILSHIRE BLVD - SUITE 1150
LOS ANGELES,CA90048 		NONE PC UNRESTRICTED 12,500

ANIMAL EQUALITY

8581 SANTA MONICA BLVD - STE 350
LOS ANGELES,CA90026 		NONE PC UNRESTRICTED 1,000

ANIMAL LEGAL DEFENSE FUND

525 EAST COTATI AVE
COTATI,CA94931 		NONE PC UNRESTRICTED 500

ANIMAL RECOVERY MISSION

PO BOX 403344
MIAMI BEACH,FL33140 		NONE PC UNRESTRICTED 1,000

ANIMALS ASIA

300 BROADWAY - STE 32
SAN FRANCISCO,CA941334587 		NONE PC UNRESTRICTED 2,000

ANTIDEFAMATION LEAGUE FOUNDATION

605 THIRD AVENUE
NEW YORK,NY10158 		NONE PC UNRESTRICTED 1,000

ATHLETICS AND CAUSES

12551 FRANKLIN ROAD
THONOTOSASSA,FL33592 		NONE PC UNRESTRICTED 2,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON ROAD
KANAB,UT847415000 		NONE PC UNRESTRICTED 500

BIRDABILITY

539 WEST COMMERCE STREET 2425
DALLAS,TX75208 		NONE PC UNRESTRICTED 2,500

BUILD

1716 MILVIA STREET
BERKELEY,CA94709 		NONE PC UNRESTRICTED 600

C O T S

26 PETERBORO
DETROIT,MI48201 		NONE PC UNRESTRICTED 9,000

CASS COMMUNITY SOCIAL SERVICE

11745 ROSA PARKS BLVD
DETROIT,MI48206 		NONE PC UNRESTRICTED 15,000

CATHERINE VIOLET HUBBARD ANIMAL SANTUARY

PO GOX 3751
NEWTOWN,CT06470 		NONE PC UNRESTRICTED 5,000

CENTER FOR GREAT APES

PO BOX 488
WAUCHULA,FL33873 		NONE PC UNRESTRICTED 1,000

CITYSEED

109 LEGION AVE
NEW HAVEN,CT06519 		NONE PC UNRESTRICTED 20,000

COLLEGE FOR CREATIVE STUDIES

201 E KIRBY ST
DETROIT,MI48202 		NONE PC UNRESTRICTED 25,000

CONNECTICUT VOTES FOR ANIMALS

PO BOX 1012
BLOOMFIELD,CT06002 		NONE PC UNRESTRICTED 5,000

CROHNS & COLITIS FOUNDATION OF AMERICA

25882 ORCHARD LAKE RD
FARMINGTON HILLS,MI48336 		NONE PC UNRESTRICTED 800

DACHSHUND RESCUE SOUTH FLORIDA

PO BOX 267386
WESTERN,FL33326 		NONE PC UNRESTRICTED 12,000

DENISON PEQUOTSEPOS NATURE CENTER

109 PEQUOTSEPOS ROAD
MYSTIC,CT06355 		NONE PC UNRESTRICTED 5,000

DETROIT CHESED PROJECT

30555 SOUTHFIELD RD - STE 250
SOUTHFIELD,MI48076 		NONE PC UNRESTRICTED 12,000

DETROIT INSTITUTE OF ART

5200 WOODWARD AVE
DETROIT,MI48206 		NONE PC UNRESTRICTED 10,000

DETROIT PIT CREW

38028 ROCKHILL STREET
CLINTON TWP,MI48036 		NONE PC UNRESTRICTED 6,000

DOWNTOWN BOXING GYM YOUTH PROGRAM

6445 E VERNOR HIGHWAY
DETROIT,MI48207 		NONE PC UNRESTRICTED 5,000

D-SNIP

10 TOWN PLAZA 115
DURANGO,CO81301 		NONE PC UNRESTRICTED 49,450

ELEPHANT AID INTERNATIONAL

4128 BUFFALO ROAD
HOGENWALD,TN38462 		NONE PC UNRESTRICTED 1,000

ELEPHANT CARE INTERNATIONAL

166 LIMO VIEW LANE
HOHENWALD,TN38462 		NONE PC UNRESTRICTED 15,900

ELEPHANT VOICES

2909 GARFIELD TERRACE NW
WASHINGTON,DC20008 		NONE PC UNRESTRICTED 1,000

ENVIRONMENTAL DEFENSE FUND

1875 CONNECTICUT AVENUE NW
WASHINGTON,DC20009 		NONE PC UNRESTRICTED 500

FOCUS HOPE

1355 OAKMAN BLVD
DETROIT,MI48238 		NONE PC UNRESTRICTED 2,000

FORGOTTEN HARVEST

21800 GREENFIELD
OAK PARK,MI48237 		NONE PC UNRESTRICTED 4,000

FRIENDS OF HISTORIC HAMTRAMCK STADIUM

3201 DAN ST
HAMTRAMCK,MI48212 		NONE PC UNRESTRICTED 3,350

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		NONE PC UNRESTRICTED 500

GLOBAL SANCTUARY FOR ELEPHANTS

PO BOX 2426
BRENTWOOD,TN37024 		NONE PC UNRESTRICTED 1,000

HATZALAH MICHIGAN

15620 ARBOR PLACE
SOUTHFIELD,MI48075 		NONE PC UNRESTRICTED 36,000

HEBREW FREE LOAN ASSOCIATION

6735 TELEGRAPH ROAD - 300
BLOOMFIELD HILLS,MI48301 		NONE PC UNRESTRICTED 500

HELLO BULLY

4885-A MCKNIGHT RD 197
PITTSBURGH,PA15237 		NONE PC UNRESTRICTED 1,000

HOLOCAUST MEMORIAL CENTER

28123 ORCHARD LAKE ROAD
FARMINGTON HILLS,MI48334 		NONE PC UNRESTRICTED 500

HOUSE OF CHERITH INC

1300 JOSEPH E BOONE BLVD NW
ATLANTA,GA30314 		NONE PC UNRESTRICTED 4,000

HUMANE FARMING ASSOCIATION

PO BOX 3577
SAN RAFAEL,CA94912 		NONE PC UNRESTRICTED 1,000

IN DEFENSE OF ANIMALS

3010 KEMER BLVD
SAN RAFAEL,CA94901 		NONE PC UNRESTRICTED 1,000

INTERNATIONAL FUND FOR ANIMAL WELFARE

290 SUMMER STREET
YARMOUTH PORT,MA02675 		NONE PC UNRESTRICTED 500

INTERNATIONAL MYELOMA FOUNDATION

4400 COLDWATER CANYON AVE 300
STUDIO CITY,CA91604 		NONE PC UNRESTRICTED 500

JARC

30301 NORTHWESTERN HWY
FARMINGTON HILLS,MI48334 		NONE PC UNRESTRICTED 1,000

JANE GOODALL INSTITUTE

1120 20TH STREET NW - STE 520F
WASHINGTON,DC20036 		NONE PC UNRESTRICTED 500

JEWISH HOSPICE AND CHAPLAINCY NETWORK

6555 WEST MAPLE ROAD
WEST BLOOMFIELD,MI48322 		NONE PC UNRESTRICTED 500

JEWISH NATIONAL FUND

60 REVERE DRIVE
NORTHBROOK,IL60062 		NONE PC UNRESTRICTED 5,500

JEWISH RESOURCE CENTER

18877 WEST TEN MILE ROAD
SOUTHFIELD,MI48075 		NONE PC UNRESTRICTED 10,000

JUVENILE DIABETES FOUNDATION

8035 HOSBROOK RD SUITE 210
CINCINNATI,OH45236 		NONE PC UNRESTRICTED 100

KOLLEL CHOSEN MISHPAT

15629 PENNSYLVANIA STREET
SOUTHFIELD,MI48075 		NONE PC UNRESTRICTED 9,400

KOLLEL OF GREATER DETROIT

15230 LINCOLN
OAK PARK,MI48237 		NONE PC UNRESTRICTED 20,000

KOTO

22G 31/46 XUAN DIEU
TAY HO,HANOI10000
VM 		NONE PC UNRESTRICTED 500

MARA ELEPHANT PROJECT

4000 WEST 106TH STREET - STE
125-238
CARMEL,IN46302 		NONE PC UNRESTRICTED 2,000

MEER

MEER23564 CALABASAS RD SUITE 201
CALABASAAS,CA91302 		NONE PC UNRESTRICTED 15,000

MEOR FOUNDATION

PO BOX 279
POMONA,NY10036 		NONE PC UNRESTRICTED 25,000

MERCY FOR ANIMALS

8033 SUNSET BLVD - STE 864
LOS ANGELES,CA90046 		NONE PC UNRESTRICTED 1,000

MESIVTA OF WEST BLOOMFIELD

42 WALNUT LAKE RD
WEST BLOOMFIELD TOWNSH,MI48323 		NONE PC UNRESTRICTED 10,000

MICHIGAN ANIMAL RESCUE LEAGUE

790 FEATHERSTONE
PONTIAC,MI48342 		NONE PC UNRESTRICTED 800

MIYOUCHAD

15940 NEW HAMPSHIRE ST
SOUTHFIELD,MI48075 		NONE PC UNRESTRICTED 1,500

NATIONAL MILL DOG RESCUE

PO BOX 88468
COLORADO SPRINGS,CO80908 		NONE PC UNRESTRICTED 2,000

NATIONAL MS SOCIETY

733 THIRD AVENUE 3RD FLOOR
NEW YORK,NY10017 		NONE PC UNRESTRICTED 1,000

NEW HAVEN LEON SISTER PROJECT

608 WHITNEY AVENUE
NEW HAVEN,CT06511 		NONE PC UNRESTRICTED 10,000

ORANGUTAN FOUNDATION INTERNATIONAL

4201 WILSHIRE BLVD STE 407
LOS ANGELES,CA90010 		NONE PC UNRESTRICTED 12,000

OUR CAMPANIONS ANIMAL RESCUE

PO BOX 956
MANCHESTER,CT06045 		NONE PC UNRESTRICTED 5,000

PAN AFRICAN SANCTUARY ALLIANCE

9450 SW GEMINI DRIVE - STE 59741
BEAVERTON,OR97008 		NONE PC UNRESTRICTED 500

PARTNERSHIP WITH NATIVE AMERICANS RESERVATION ANIMAL RESCUE

1310 EAST RIVERVIEW DRIVE
PHOENIX,AZ85034 		NONE PC UNRESTRICTED 1,000

PETS FOR VETS

560 IRIS WAY
HAMPSTEAD,NC28443 		NONE PC UNRESTRICTED 1,000

PETS OF THE HOMELESS

701 W WASHINGTON STREET
CARSON CITY,NV89703 		NONE PC UNRESTRICTED 1,000

PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE

5100 WISCONSIN AVE NW SUITE 400
WASHINGTON,DC20016 		NONE PC UNRESTRICTED 500

PICKENS ANIMAL RESCUE

401 OLD WHITESTONE ROAD W
TALKING ROCK,GA30175 		NONE PC UNRESTRICTED 4,000

PUPTOWN GIRLS PET RESCUE

10316 ROSEMONT DRIVE
TAMPA,FL33624 		NONE PC UNRESTRICTED 1,000

RACQUET UP DETROIT

PO BOX 11404
DETROIT,MI48211 		NONE PC UNRESTRICTED 500

RESCUE PETS OF FLORIDA

4220 WATERVILLE AVE
WESLEY CHAPEL,FL33543 		NONE PC UNRESTRICTED 2,000

RESCUE PINK INC

2797 JEFFREY DR
PALM HARBOR,FL34684 		NONE PC UNRESTRICTED 2,000

SANDY HOOK PROMISE FOUNDATION

PO BOX 3489
NEWTOWN,CT06470 		NONE PC UNRESTRICTED 5,000

SARASOTA PARROT CONSERVATORY INC

28801 104TH DR E
MYAKKA CITY,FL34251 		NONE PC UNRESTRICTED 26,000

SATCHELS LAST RESORT

8101 COASH RD
SARASOTA,FL34241 		NONE PC UNRESTRICTED 2,000

SHORELINE SOUP KITCHEN AND PANTRIES

PO BOX 804
ESSEX,CT06426 		NONE PC UNRESTRICTED 3,500

SJOGREN'S FOUNDATION

10701 PARKRIDGE BLVD 170
RESTON,VA20191 		NONE PC UNRESTRICTED 800

SKY FOUNDATION

33 BLOOMFIELD HILLS PARKWAY SUITE
275
BLOOMFIELD HILLS,MI48304 		NONE PC UNRESTRICTED 500

SOI DOG USA

3426 SW ARNOLD STREET
PORTLAND,OR97219 		NONE PC UNRESTRICTED 3,000

SQUEAKY WHEEL PRODUCTIONS

PO BOX 100176
TRUMBELL,CT06611 		NONE PC UNRESTRICTED 5,000

STOP ANIMAL EXPLOITATION NOW

1081-B STATE RD 28 280
MILFORD,OH45150 		NONE PC UNRESTRICTED 500

THE ASHER HOUSE

PO BOX 3548
SALEM,OR97302 		NONE PC UNRESTRICTED 1,000

THE DAVID SHELDRICK WILDLIFE TRUST

25283 CABOT ROAD - STE 101
LAGUNA HILLS,CA92653 		NONE PC UNRESTRICTED 2,000

THE ESTUARY

220 MAIN ST
OLD SAYBROOK,CT06475 		NONE PC UNRESTRICTED 5,000

THE FLORIDA HOLOCAUST MUSEUM

55 5TH STREET
ST PETERSBURG,FL33701 		NONE PC UNRESTRICTED 6,000

THE GENTLE BARN FOUNDATION

15825 SIERRA HWY
SANTA CLARITA,CA91390 		NONE PC UNRESTRICTED 1,000

THE SARARA FOUNDATION

1031 33RD ST
DENVER,CO80250 		NONE PC UNRESTRICTED 1,000

W P K N

277 FAIRFIELD AVE
BRIDGEPORT,CT06604 		NONE PC UNRESTRICTED 30,000

WILD BIRD FUND INC

565 COLUMBUS AVENUE
NEW YORK,NY10024 		NONE PC UNRESTRICTED 1,950

WILDLIFE CONSERVATION NETWORK

209 MISSISSIPPI ST
SAN FRANCISCO,CA94107 		NONE PC UNRESTRICTED 1,000

WILDLIFE SOS

406 E 300 STREET 302
SALT LAKE CITY,UT84111 		NONE PC UNRESTRICTED 1,000

YESHIVA DARCHEI TORAH

21550 TWELVE MILE ROAD
SOUTHFIELD,MI48076 		NONE PC UNRESTRICTED 35,000

YESHIVA GEDOLAH OF DETROIT

24600 GREENFIELD ROAD
OAK PARK,MI48237 		NONE PC UNRESTRICTED 21,800
Total .................................right arrow 3a 587,050
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 ....     14 307,512  
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 .....     14 151,970  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 43,173  
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) .. 0 502,655 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
502,655
(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
THE COVILLE-TRIEST FAMILY FOUNDATION
 
Employer identification number

38-2702725
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
THE COVILLE-TRIEST FAMILY FOUNDATION
  		Employer identification number
38-2702725
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
MARGOT E COVILLE 1999 TRUST
 
29100 NORTHWESTERN HWY - STE 205
 
SOUTHFIELD, MI48034

$ 635,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
WARREN J COVILLE 1999 TRUST
 
29100 NORTHWESTERN HWY - STE 205
 
SOUTHFIELD, MI48034

$ 310,000


(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.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE COVILLE-TRIEST FAMILY FOUNDATION
  		Employer identification number

38-2702725
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
THE COVILLE-TRIEST FAMILY FOUNDATION
  		Employer identification number

38-2702725
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:
THE COVILLE-TRIEST FAMILY FOUNDATION
EIN:
38-2702725
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FGMK LLC 10,500 5,250   5,250

TY 2024 InvestmentsOtherSchedule2
Name:
THE COVILLE-TRIEST FAMILY FOUNDATION
EIN:
38-2702725
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FIDELITY ACCOUNT AT COST 11,992,820 13,649,362

TY 2024 OtherExpensesSchedule
Name:
THE COVILLE-TRIEST FAMILY FOUNDATION
EIN:
38-2702725
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 50,025 50,025   0
POSTAGE & DELIVERY 183 92   91
PAYROLL PROCESSING FEES 552 276   276
MISCELLANEOUS 2,667 0   2,667


TY 2024 OtherIncomeSchedule2
Name:
THE COVILLE-TRIEST FAMILY FOUNDATION
EIN:
38-2702725
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ANNUITY INCOME - LAFAYETTE LIFE INS CO 15,020 15,020 15,020
ANNUITY INCOME - AMERICAN GEN LIFE INS COMPANY 136,950 136,950 136,950


TY 2024 OtherIncreasesSchedule
Name:
THE COVILLE-TRIEST FAMILY FOUNDATION
EIN:
38-2702725
Description Amount
PRINCIPAL PAYMENT RECEIVED ON ANNUITY 91,777
TAX BASIS ADJUSTMENTS TO ASSETS HELD BY FIDELITY 33,079


TY 2024 TaxesSchedule
Name:
THE COVILLE-TRIEST FAMILY FOUNDATION
EIN:
38-2702725
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MICHIGAN ANNUAL REPORT 20 0   20
PAYROLL TAXES 4,420 2,210   2,210
990-PF - 2022 RETURN BALANCE DUE 93 0   0
990-PF - 2024 1Q & 2Q ESTIMATES 10,000 0   0
990-PF - 2024 FORM 990-W 1,934 0   0
FOREIGN TAXES 2,128 2,128   0