TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
F ROSS BIRKHILL AND LAURA JEAN BIRKHILL

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI482757874

A Employer identification number

41-2184583

B Telephone number (see instructions)

(313) 881-2439

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$1,314,312J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	30,890		30,777
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		106,281
b	Gross sales price for all assets on line 6a 667,672
7	Capital gain net income (from Part IV, line 2)...			106,281
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		26	26
12	Total. Add lines 1 through 11........	137,197		137,084
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		19,101	19,101		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		362	362		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		21	1		20
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	19,484		19,464	0	20
25	Contributions, gifts, grants paid.......	61,913				61,913
26	Total expenses and disbursements. Add lines 24 and 25	81,397		19,464	0	61,933
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	55,800
b	Net investment income (if negative, enter -0-)			117,620
c	Adjusted net income (if negative, enter -0-)...				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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	44,775	34,616	34,616
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	726,923	List of Attached Documents: // Content 748,623	936,704
	c	Investments—corporate bonds (attach schedule).......	316,668	List of Attached Documents: // Content 361,706	342,992
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,088,366	1,144,945	1,314,312
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,088,366	1,144,945
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,088,366	1,144,945
	30	Total liabilities and net assets/fund balances (see instructions).	1,088,366	1,144,945

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,088,366

Enter amount from Part I, line 27a .....................

55,800

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

779

Add lines 1, 2, and 3 ..........................

1,144,945

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,144,945

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	7. AFLAC INC		2022-05-27	2024-01-16
b	11. AFLAC INC		2022-05-27	2024-02-27
c	16. ABBOTT LABS		2022-10-04	2024-01-16
d	9. ABBOTT LABS		2020-06-29	2024-08-01
e	15. ABBVIE INC		2020-06-29	2024-01-16
	6. ABBVIE INC		2020-06-29	2024-08-01
	9. AIR PRODUCTS & CHEMICAL INC		2020-06-29	2024-01-03
	5. AMAZON COM INC		2024-07-01	2024-12-04
	4. AMERICAN EXPRESS CO		2024-04-04	2024-08-20
	11. AMERISOURCEBERGEN CORP		2024-01-03	2024-01-16
	5. AMERISOURCEBERGEN CORP		2023-10-30	2024-08-01
	1. AMERIPRISE FINL INC		2024-05-09	2024-12-04
	10. AMETEK INC NEW		2020-06-29	2024-01-16
	4. AMETEK INC NEW		2020-06-29	2024-03-14
	10. AMETEK INC NEW		2020-06-29	2024-12-04
	7. AMGEN INC		2020-06-29	2024-01-16
	9. AMGEN INC		2020-06-29	2024-05-09
	25. AMPHENOL CORP CL A		2023-07-18	2024-01-16
	81. AMPHENOL CORP CL A		2021-07-30	2024-01-16
	25. AMPHENOL CORP CL A		2023-07-18	2024-05-09
	41. AMPHENOL CORP CL A		2023-07-18	2024-07-01
	140. AMPHENOL CORP CL A		2023-07-18	2024-12-04
	9. ANALOG DEVICES INC		2022-09-06	2024-01-16
	4. ANALOG DEVICES INC		2022-09-06	2024-03-14
	5. ANALOG DEVICES INC		2022-09-06	2024-05-09
	4. ANALOG DEVICES INC		2022-09-06	2024-10-28
	41. APPLE COMPUTER INC		2022-01-04	2024-02-27
	50. APPLE COMPUTER INC		2021-08-31	2024-03-14
	18. AUTOMATIC DATA PROCESSING INC		2022-06-29	2024-03-14
	14. AUTOMATIC DATA PROCESSING INC		2023-09-27	2024-05-09
	1. AUTOMATIC DATA PROCESSING INC		2022-06-29	2024-05-09
	6. AVALONBAY COMMUNITIES INC REITS		2022-02-08	2024-01-16
	4. AVERY DENNISON CORP		2023-10-30	2024-03-14
	4. BECTON DICKINSON & CO		2019-02-06	2024-01-16
	16. BERKSHIRE HATHAWAY INC CL B		2020-11-12	2024-01-16
	7. BERKSHIRE HATHAWAY INC CL B		2020-11-12	2024-03-14
	19. BOSTON SCIENTIFIC CORP		2023-09-27	2024-01-16
	15. BOSTON SCIENTIFIC CORP		2023-09-27	2024-03-14
	37. BOSTON SCIENTIFIC CORP		2023-08-21	2024-04-04
	32. BRISTOL MYERS SQUIBB CO		2020-09-11	2024-01-16
	39. BRISTOL MYERS SQUIBB CO		2020-06-29	2024-08-20
	3. BROADRIDGE FINL SOLUTIONS INC		2024-01-03	2024-01-16
	6. BROADCOM INC		2021-01-19	2024-01-03
	8. CME GROUP INC		2021-03-26	2024-01-16
	6. CME GROUP INC		2021-03-26	2024-04-04
	19. CSX CORP		2024-01-03	2024-03-14
	170. CSX CORP		2024-05-09	2024-10-28
	4. CHENIERE ENERGY INC		2023-04-25	2024-03-14
	16. CHEVRONTEXACO CORP		2022-10-04	2024-01-16
	7. CHEVRONTEXACO CORP		2020-03-23	2024-03-14
	14. CHEVRONTEXACO CORP		2020-03-23	2024-09-27
	43. CISCO SYS INC		2011-05-23	2024-01-16
	16. CISCO SYS INC		2011-05-23	2024-08-01
	2. CINTAS CORP		2024-01-03	2024-01-16
	1. CINTAS CORP		2024-02-27	2024-03-14
	19. CLOUDFLARE INC - CLASS A		2023-07-18	2024-01-03
	35. CLOUDFLARE INC - CLASS A		2023-07-18	2024-01-16
	32. CLOUDFLARE INC - CLASS A		2023-07-18	2024-02-27
	9. CLOUDFLARE INC - CLASS A		2023-07-18	2024-03-14
	10. CLOUDFLARE INC - CLASS A		2023-07-18	2024-05-09
	67. COCA COLA CO		2023-08-21	2024-01-16
	48. COCA COLA CO		2021-11-03	2024-03-14
	10. COINBASE GLOBAL INC COM CL A		2023-07-18	2024-01-03
	10. COINBASE GLOBAL INC COM CL A		2023-07-18	2024-01-16
	8. COINBASE GLOBAL INC COM CL A		2023-07-18	2024-02-27
	3. COINBASE GLOBAL INC COM CL A		2023-09-27	2024-12-04
	13. COLGATE PALMOLIVE CO		2022-11-07	2024-01-16
	7. COLGATE PALMOLIVE CO		2022-11-07	2024-03-14
	56. COMCAST CORP CL A		2022-05-27	2024-01-16
	36. COMCAST CORP CL A		2024-05-09	2024-07-01
	77. COMCAST CORP CL A		2020-06-29	2024-07-01
	12. CONSOLIDATED EDISON INC		2022-02-08	2024-01-16
	3. COOPER COMPANIES INC		2024-01-03	2024-01-16
	10. COOPER COS INC COM		2024-01-03	2024-09-27
	6. COOPER COS INC COM		2024-01-03	2024-10-28
	42. CORNING INCORPORATED		2023-02-07	2024-01-16
	16. CORNING INCORPORATED		2023-02-07	2024-08-01
	48. CORNING INCORPORATED		2023-02-07	2024-08-20
	6. DTE ENERGY CO		2023-08-21	2024-03-14
	6. DTE ENERGY CO		2023-08-21	2024-10-28
	2. DARDEN RESTAURANTS INC		2023-08-21	2024-03-14
	25. DARDEN RESTAURANTS INC		2023-01-05	2024-03-14
	30. DARDEN RESTAURANTS INC		2023-09-27	2024-07-01
	17. WALT DISNEY CO		2023-03-24	2024-01-16
	2. WALT DISNEY CO		2021-01-19	2024-01-16
	33. WALT DISNEY CO		2022-01-04	2024-02-27
	15. DOW INC		2022-11-07	2024-01-16
	10. DUKE ENERGY CORP		2020-04-02	2024-01-16
	16. DUPONT DE NEMOURS INC		2023-01-05	2024-02-27
	4. ECOLAB INC		2024-01-03	2024-01-16
	5. ECOLAB INC		2024-01-03	2024-04-04
	3. ECOLAB INC		2024-01-03	2024-08-20
	33. ELECTRONIC ARTS		2023-08-21	2024-01-16
	7. ELECTRONIC ARTS		2023-02-07	2024-04-02
	5. ELECTRONIC ARTS		2023-08-21	2024-12-04
	14. EQUITY RESIDENTIAL PROPERTIES TR (REIT)		2022-09-06	2024-01-16
	17. EXXON MOBIL CORP COMMON STOCK		2020-03-23	2024-01-03
	20. EXXON MOBIL CORP COMMON STOCK		2020-03-23	2024-01-16
	6. META PLATFORMS INC CL A		2024-01-03	2024-01-16
	3. META PLATFORMS INC CL A		2024-01-03	2024-03-14
	6. FISERV INC		2020-03-23	2024-01-16
	4. FISERV INC		2020-03-23	2024-03-14
	36. FIRSTENERGY CORP		2022-06-29	2024-02-27
	6. GALLAGHER ARTHUR J & CO		2020-06-29	2024-01-16
	3. GARTNER GROUP INC CL A		2023-10-30	2024-01-16
	2. GARTNER GROUP INC CL A		2023-10-30	2024-03-14
	6. GENERAL DYNAMICS CORP		2020-03-12	2024-01-16
	3. GENERAL DYNAMICS CORP		2020-03-17	2024-03-14
	11. GENERAL MILLS INC		2022-09-06	2024-01-16
	18. GILEAD SCIENCES INC		2020-06-29	2024-01-16
	7. GILEAD SCIENCES INC		2020-06-29	2024-08-01
	13. GILEAD SCIENCES INC		2020-06-29	2024-08-20
	6. GLOBE LIFE INSURANCE		2024-01-03	2024-03-14
	5. GLOBE LIFE INSURANCE		2024-01-03	2024-05-09
	13. GODADDY INC CLASS A		2023-04-25	2024-01-16
	6. GODADDY INC CLASS A		2023-04-25	2024-03-14
	16. GODADDY INC CLASS A		2023-04-25	2024-04-04
	12. GOLDMAN SACHS GROUP INC		2022-11-07	2024-01-03
	12. HARTFORD FINL SERVICES GROUP INC		2022-03-25	2024-01-16
	5. HARTFORD FINL SERVICES GROUP INC		2022-03-25	2024-08-01
	3. HERSHEY FOODS CORP		2022-01-04	2024-01-16
	4. HERSHEY FOODS CORP		2022-01-04	2024-05-09
	11. HILTON WORLDWIDE HLDGS INC		2023-03-24	2024-01-16
	6. HILTON WORLDWIDE HLDGS INC		2023-03-24	2024-03-14
	21. HOLOGIC INC		2023-10-30	2024-01-16
	10. HOLOGIC INC		2023-10-30	2024-03-14
	10. HOME DEPOT INC		2022-10-04	2024-01-16
	4. HOME DEPOT INC		2019-02-28	2024-12-04
	12. HONEYWELL INTERNATIONAL INC		2021-07-30	2024-01-16
	10. HOWMET AEROSPACE INC COM		2023-10-30	2024-01-16
	18. HOWMET AEROSPACE INC COM		2023-10-30	2024-05-09
	8. ILLINOIS TOOL WKS INC		2021-03-26	2024-01-16
	3. ILLINOIS TOOL WKS INC		2021-03-26	2024-03-14
	11. INTERCONTINENTALEXCHANGE GROUP I		2022-02-08	2024-01-16
	4. INTERCONTINENTALEXCHANGE GROUP I		2022-02-08	2024-08-01
	3. IBM CORP		2023-06-02	2024-03-14
	134. INTERPUBLIC GROUP COS INC		2023-06-02	2024-01-03
	3. INTUIT INC		2024-01-03	2024-01-16
	1. INTUIT INC		2024-01-03	2024-08-01
	41. IRON MTN INC NEW		2023-10-30	2024-01-16
	9. IRON MTN INC NEW		2023-10-30	2024-04-02
	51. IRON MTN INC NEW		2023-10-30	2024-04-04
	9. IRON MTN INC NEW		2023-10-30	2024-12-04
	209. ISHARES MSCI USA QUALITY FAC		2024-01-16	2024-03-06
	80. ISHARES MSCI USA QUALITY FAC		2024-01-16	2024-08-20
	23. J P MORGAN CHASE & CO		2022-01-04	2024-01-16
	33. J P MORGAN CHASE & CO		2022-01-04	2024-02-27
	20. JOHNSON & JOHNSON		2022-10-04	2024-01-16
	13. JOHNSON & JOHNSON		2018-12-24	2024-03-14
	20. KELLOGG CO		2023-04-25	2024-08-20
	8. KIMBERLY CLARK CORP		2023-02-07	2024-01-16
	83. KINDER MORGAN INC		2021-11-03	2024-01-16
	18. LKQ CORP		2022-08-02	2024-01-16
	10. LKQ CORP		2022-08-02	2024-03-14
	22. LKQ CORP		2022-08-02	2024-05-09
	9. LABCORP HOLDINGS INC COM		2024-02-27	2024-08-20
	6. LABORATORY CORP OF AMER HLDGS		2024-02-27	2024-03-14
	6. LOCKHEED MARTIN CORP		2021-10-01	2024-01-03
	23. LOWES COS INC		2022-09-06	2024-01-03
	9. MARSH & MCLENNAN COS INC		2020-06-29	2024-01-16
	3. MARSH & MCLENNAN COS INC		2020-06-29	2024-03-14
	6. MARRIOTT INTL INC NEW CL A		2022-03-25	2024-01-16
	14. MARRIOTT INTL INC NEW CL A		2022-10-04	2024-04-04
	13. MASTERCARD INC		2022-03-25	2024-01-16
	6. MASTERCARD INC		2022-11-07	2024-08-01
	10. MCDONALDS CORP		2022-08-02	2024-01-16
	12. MCDONALDS CORP		2022-08-02	2024-08-20
	3. MCDONALDS CORP		2020-12-15	2024-09-27
	30. MERCK & CO INC		2013-11-05	2024-01-16
	9. MERCK & CO INC		2013-11-05	2024-12-04
	44. MICROSOFT CORP		2023-01-05	2024-03-14
	4. MID-AMER APARTMENT CMNTYS INC		2024-01-03	2024-01-16
	6. MID-AMER APARTMENT CMNTYS INC		2024-01-03	2024-08-20
	35. MORGAN STANLEY		2023-02-07	2024-01-03
	8. MOTOROLA SOLUTIONS INC.		2021-06-30	2024-01-16
	3. MOTOROLA SOLUTIONS INC.		2021-05-27	2024-03-14
	23. NETAPP INC		2022-03-25	2024-01-03
	36. NEWS CORP NEW		2024-02-27	2024-03-14
	3. NVIDIA CORP		2024-01-03	2024-01-16
	4. NVIDIA CORP		2024-02-27	2024-03-14
	24. OMNICOM GROUP INC		2023-04-25	2024-01-16
	10. OMNICOM GROUP INC		2023-04-25	2024-08-01
	17. OMNICOM GROUP INC		2024-08-20	2024-10-28
	32. OMNICOM GROUP INC		2023-06-02	2024-10-28
	25. OTIS WORLDWIDE CORP COM		2022-03-25	2024-01-16
	6. PACCAR INC		2024-04-04	2024-08-20
	18. PAYCHEX INC		2021-04-27	2024-01-03
	17. PEPSICO INC		2021-03-26	2024-01-16
	14. PEPSICO INC		2021-03-26	2024-02-27
	51. PFIZER INC		2023-01-05	2024-01-16
	24. PFIZER INC		2022-11-07	2024-03-14
	56. PFIZER INC		2022-11-07	2024-05-09
	19. PROCTER & GAMBLE CO		2020-06-29	2024-01-16
	8. PROCTER & GAMBLE CO		2020-06-29	2024-08-01
	11. QUALCOMM INC		2023-04-25	2024-01-16
	16. QUALCOMM INC		2023-04-25	2024-04-04
	19. REALTY INCOME CORPORATION (REIT)		2022-01-04	2024-01-16
	20. REGENCY CENTERS CORP		2023-07-18	2024-01-03
	11. REPUBLIC SVCS INC		2020-06-29	2024-01-16
	22. ROSS STORES INC		2024-01-03	2024-01-16
	34. ROSS STORES INC		2024-01-03	2024-07-01
	3. S&P GLOBAL INC		2020-10-13	2024-03-14
	11. SS&C TECHNOLOGIES HLDGS INC		2024-09-27	2024-10-28
	30. SCHEIN HENRY INC		2022-10-04	2024-01-03
	2. SERVICENOW INC		2024-02-27	2024-03-14
	4. SHERWIN WILLIAMS CO		2024-02-27	2024-03-14
	4. SNAP ON INC		2023-01-05	2024-01-16
	6. SNAP ON INC		2023-01-05	2024-02-27
	26. SOUTHERN CO		2023-06-02	2024-01-03
	10. SOUTHERN CO		2023-06-02	2024-03-14
	10. SQUARE INC		2023-09-27	2024-03-14
	16. STARBUCKS CORP		2021-01-19	2024-01-16
	14. STARBUCKS CORP		2020-06-29	2024-05-09
	11. STARBUCKS CORP		2020-06-29	2024-08-20
	11. TJX COMPANIES INC NEW		2023-09-27	2024-01-16
	46. TJX COMPANIES INC NEW		2022-09-06	2024-01-16
	23. TJX COMPANIES INC NEW		2023-09-27	2024-08-01
	16. T-MOBILE US INC		2020-06-29	2024-01-16
	7. T-MOBILE US INC		2023-03-24	2024-08-01
	46. TAKE-TWO INTERACTIVE SOFTWARE		2024-07-01	2024-08-20
	12. TEXAS INSTRS INC		2020-11-12	2024-01-16
	33. THE TRADE DESK INC CLASS A		2023-09-27	2024-03-14
	29. THE TRADE DESK INC CLASS A		2023-08-21	2024-07-01
	4. THERMO ELECTRON CORP		2022-01-04	2024-01-16
	10. TRACTOR SUPPLY CO		2022-08-02	2024-01-03
	6. TRAVELERS COS INC		2022-10-04	2024-10-28
	4. UNITED PARCEL SERVICE CL B		2022-06-29	2024-01-16
	7. UNITED PARCEL SERVICE CL B		2022-06-29	2024-04-04
	20000. UNITED STATES TREAS 2.25% 11/15/2024 DTD 11/15/2014 2.25% 11/15		2023-02-27	2024-11-15
	20000. UNITED STATES TREAS 0% NTS DTD 3/31/2022 2.25% 3/31/2024		2023-02-27	2024-04-01
	21000. UNITED STATES TREAS 0% NTS DTD 7/21/2022 3.00% 7/31/2024		2023-02-27	2024-07-31
	2. UNITEDHEALTH GROUP INC		2021-03-26	2024-01-16
	1. UNITEDHEALTH GROUP INC		2024-02-27	2024-03-14
	1. UNITEDHEALTH GROUP INC		2021-03-26	2024-03-14
	3. UNITEDHEALTH GROUP INC		2021-03-26	2024-08-20
	45. UNITY SOFTWARE INC COM		2023-07-18	2024-01-16
	26. UNITY SOFTWARE INC COM		2023-07-18	2024-03-14
	62. UNITY SOFTWARE INC COM		2023-07-18	2024-07-01
	9. VANGUARD TOTAL INTERNATIONAL		2019-01-02	2024-03-06
	7. VERISIGN INC		2023-06-02	2024-01-16
	1. VERISIGN INC		2023-06-02	2024-03-14
	3. VERISIGN INC		2021-11-03	2024-03-14
	69. VERIZON COMMUNICATIONS		2020-06-29	2024-01-03
	39. VERIZON COMMUNICATIONS		2022-04-26	2024-01-16
	80. VERIZON COMMUNICATIONS		2023-04-25	2024-05-09
	7. VERISK ANALYTICS INC CL A		2022-10-04	2024-01-16
	3. VERISK ANALYTICS INC CL A		2022-10-04	2024-03-14
	4. VERISK ANALYTICS INC CL A		2020-06-29	2024-08-20
	3. VERISK ANALYTICS INC CL A		2020-06-29	2024-09-27
	7. VERTEX PHARMACEUTICALS INC		2022-04-26	2024-01-03
	52. VICI PPTYS INC		2023-02-07	2024-01-16
	21. VICI PPTYS INC		2023-02-07	2024-08-01
	48. VICI PPTYS INC		2023-02-07	2024-09-27
	24. VISA INC CL A		2019-02-06	2024-01-16
	14. VISA INC CL A		2024-02-27	2024-03-14
	10. VISA INC CL A		2019-02-06	2024-03-14
	32. VISA INC CL A		2024-02-27	2024-09-27
	12. VULCAN MATLS CO		2022-06-29	2024-01-16
	13. VULCAN MATLS CO		2023-10-30	2024-02-27
	5. VULCAN MATLS CO		2022-06-29	2024-02-27
	2. VULCAN MATLS CO		2023-10-30	2024-03-14
	3. VULCAN MATLS CO		2023-10-30	2024-09-27
	11. W P CAREY INC		2023-06-02	2024-01-03
	14. W P CAREY INC		2022-03-25	2024-01-03
	7. WEC ENERGY GROUP INC		2024-01-03	2024-03-14
	4. WABTEC CORP		2023-08-21	2024-01-16
	9. WASTE CONNECTIONS INC		2020-06-29	2024-01-16
	4. WASTE CONNECTIONS INC		2020-06-29	2024-03-14
	9. WASTE MANAGEMENT INC		2020-06-29	2024-01-16
	9. WASTE MANAGEMENT INC		2020-06-29	2024-07-01
	42. WILLIAMS COS INC		2022-06-29	2024-01-16
	17. WILLIAMS COS INC		2022-06-29	2024-03-14
	27. WILLIAMS COS INC		2022-06-29	2024-08-20
	11. XCEL ENERGY INC		2020-06-29	2024-01-16
	14. XCEL ENERGY INC		2020-06-29	2024-04-04
	13. YUM! BRANDS INC		2022-08-02	2024-01-16
	7. YUM! BRANDS INC		2023-02-07	2024-03-14
	79. ZOOM COMMUNICATIONS INC		2024-07-01	2024-09-27
	7. AON PLC SHS CL A		2023-08-21	2024-01-16
	1. AON PLC SHS CL A		2023-08-21	2024-02-27
	4. AON PLC SHS CL A		2021-02-22	2024-02-27
	2. AON PLC SHS CL A		2021-02-22	2024-03-14
	3. AON PLC SHS CL A		2021-02-22	2024-07-01
	11. ACCENTURE PLC CL A		2020-06-29	2024-01-16
	3. ACCENTURE PLC CL A		2020-06-29	2024-08-01
	7. LINDE PLC SHS		2020-09-11	2024-01-16
	3. LINDE PLC SHS		2020-06-29	2024-03-14
	64. ROYALTY PHARMA PLC SHS CL A		2023-08-21	2024-01-16
	107. ROYALTY PHARMA PLC SHS CL A		2023-08-21	2024-02-27
	3. CHUBB LTD		2021-10-01	2024-01-03
	3. CHUBB LTD		2021-10-01	2024-03-14
	14. GARMIN LTD		2020-09-11	2024-01-16
	18. GARMIN LTD		2022-06-29	2024-02-27
	15. TE CONNECTIVITY LTD		2021-06-30	2024-01-16
	5. TE CONNECTIVITY LTD		2021-06-30	2024-08-01
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	578	419	159
b	880	659	221
c	1,819	1,498	321
d	985	796	189
e	2,427	1,452	975
	1,136	581	555
	2,448	2,157	291
	1,094	991	103
	1,012	911	101
	2,411	2,274	137
	1,207	932	275
	563	428	135
	1,626	873	753
	724	349	375
	1,950	873	1,077
	2,128	1,614	514
	2,819	2,075	744
	2,403	2,127	276
	7,786	5,016	2,770
	3,178	2,127	1,051
	2,773	1,744	1,029
	10,366	5,956	4,410
	1,693	1,327	366
	788	590	198
	1,025	737	288
	921	590	331
	7,437	6,365	1,072
	8,700	7,615	1,085
	4,389	3,840	549
	3,416	3,385	31
	244	213	31
	1,088	1,461	-373
	853	691	162
	942	948	-6
	5,788	3,587	2,201
	2,825	1,331	1,494
	1,144	1,000	144
	985	759	226
	2,549	1,868	681
	1,600	1,862	-262
	1,914	2,263	-349
	605	598	7
	6,404	2,752	3,652
	1,595	1,645	-50
	1,279	1,234	45
	702	663	39
	5,654	5,878	-224
	629	598	31
	2,315	1,278	1,037
	1,079	378	701
	2,027	756	1,271
	2,162	704	1,458
	765	262	503
	1,185	1,178	7
	625	629	-4
	1,463	1,360	103
	2,774	2,505	269
	3,166	2,291	875
	856	644	212
	736	716	20
	4,039	4,051	-12
	2,909	2,692	217
	1,496	1,064	432
	1,357	1,064	293
	1,586	851	735
	960	251	709
	1,048	959	89
	618	517	101
	2,410	2,357	53
	1,383	1,394	-11
	2,959	2,978	-19
	1,099	1,040	59
	1,139	1,093	46
	1,098	911	187
	633	546	87
	1,266	1,476	-210
	640	562	78
	1,951	1,687	264
	656	628	28
	760	628	132
	344	309	35
	4,297	3,606	691
	4,453	4,472	-19
	1,538	1,604	-66
	181	346	-165
	3,593	5,343	-1,750
	793	733	60
	983	784	199
	1,112	1,122	-10
	797	788	9
	1,149	985	164
	727	591	136
	4,553	4,074	479
	923	787	136
	838	593	245
	865	1,042	-177
	1,749	526	1,223
	1,970	619	1,351
	2,226	2,070	156
	1,493	1,035	458
	820	469	351
	601	313	288
	1,322	1,365	-43
	1,406	576	830
	1,368	987	381
	953	658	295
	1,509	840	669
	821	405	416
	698	842	-144
	1,546	1,351	195
	535	525	10
	973	976	-3
	700	736	-36
	443	613	-170
	1,363	985	378
	702	454	248
	1,993	1,212	781
	4,543	4,336	207
	986	868	118
	548	362	186
	576	583	-7
	798	777	21
	1,999	1,449	550
	1,252	790	462
	1,518	1,368	150
	752	651	101
	3,581	2,155	1,426
	1,706	737	969
	2,394	2,799	-405
	547	435	112
	1,471	783	688
	2,027	1,794	233
	796	673	123
	1,393	1,373	20
	610	465	145
	584	395	189
	4,367	5,144	-777
	1,821	1,778	43
	643	593	50
	2,730	2,384	346
	703	522	181
	4,066	2,960	1,106
	1,066	520	546
	33,751	30,973	2,778
	14,062	11,856	2,206
	3,836	3,847	-11
	6,028	5,520	508
	3,228	2,876	352
	2,084	1,642	442
	1,609	1,279	330
	984	1,038	-54
	1,477	1,403	74
	840	995	-155
	516	553	-37
	966	1,216	-250
	2,025	1,937	88
	1,257	1,292	-35
	2,777	2,090	687
	4,949	3,108	1,841
	1,772	949	823
	622	316	306
	1,352	1,037	315
	3,551	2,271	1,280
	5,573	4,526	1,047
	2,778	2,040	738
	2,934	2,630	304
	3,440	3,059	381
	914	644	270
	3,566	1,301	2,265
	911	390	521
	18,796	8,783	10,013
	540	536	4
	916	804	112
	3,213	3,470	-257
	2,533	1,675	858
	1,024	615	409
	1,989	1,986	3
	972	990	-18
	1,684	1,425	259
	3,534	3,166	368
	2,113	2,234	-121
	946	931	15
	1,730	1,637	93
	3,257	2,945	312
	2,162	1,934	228
	573	730	-157
	2,111	1,778	333
	2,834	2,378	456
	2,349	1,959	390
	1,449	2,483	-1,034
	671	1,129	-458
	1,573	2,635	-1,062
	2,862	2,232	630
	1,309	940	369
	1,541	1,277	264
	2,808	1,858	950
	1,116	1,358	-242
	1,318	1,262	56
	1,828	893	935
	3,008	2,991	17
	4,933	4,623	310
	1,271	1,077	194
	777	814	-37
	2,243	2,252	-9
	1,561	1,528	33
	1,337	1,303	34
	1,139	929	210
	1,631	1,393	238
	1,864	1,795	69
	690	690
	826	450	376
	1,472	1,513	-41
	1,053	1,022	31
	1,028	803	225
	1,051	977	74
	4,395	2,693	1,702
	2,595	2,043	552
	2,599	1,673	926
	1,287	995	292
	6,915	7,104	-189
	1,977	1,857	120
	2,602	2,493	109
	2,849	2,125	724
	2,186	2,465	-279
	2,134	1,911	223
	1,522	965	557
	624	720	-96
	1,072	1,260	-188
	20,000	19,172	828
	20,000	19,400	600
	21,000	20,468	532
	1,045	742	303
	488	523	-35
	488	371	117
	1,747	1,113	634
	1,531	2,115	-584
	677	1,222	-545
	985	2,914	-1,929
	536	424	112
	1,425	1,571	-146
	190	224	-34
	571	672	-101
	2,725	3,728	-1,003
	1,522	1,989	-467
	3,171	3,048	123
	1,648	1,255	393
	703	507	196
	1,075	655	420
	795	491	304
	2,884	1,896	988
	1,617	1,777	-160
	651	716	-65
	1,594	1,634	-40
	6,363	3,408	2,955
	4,025	3,959	66
	2,875	1,420	1,455
	8,818	8,596	222
	2,679	1,696	983
	3,407	2,764	643
	1,310	707	603
	540	394	146
	750	592	158
	713	774	-61
	908	1,133	-225
	556	605	-49
	515	443	72
	1,324	825	499
	673	367	306
	1,632	928	704
	1,882	928	954
	1,455	1,337	118
	624	539	85
	1,196	851	345
	671	686	-15
	753	873	-120
	1,682	1,585	97
	955	893	62
	5,476	4,690	786
	2,096	2,264	-168
	314	323	-9
	1,256	918	338
	637	459	178
	884	689	195
	3,910	2,339	1,571
	1,000	638	362
	2,863	1,675	1,188
	1,423	634	789
	1,804	1,896	-92
	3,364	3,158	206
	685	527	158
	768	527	241
	1,724	1,405	319
	2,422	1,789	633
	1,956	2,027	-71
	757	676	81
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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			159
b			221
c			321
d			189
e			975
			555
			291
			103
			101
			137
			275
			135
			753
			375
			1,077
			514
			744
			276
			2,770
			1,051
			1,029
			4,410
			366
			198
			288
			331
			1,072
			1,085
			549
			31
			31
			-373
			162
			-6
			2,201
			1,494
			144
			226
			681
			-262
			-349
			7
			3,652
			-50
			45
			39
			-224
			31
			1,037
			701
			1,271
			1,458
			503
			7
			-4
			103
			269
			875
			212
			20
			-12
			217
			432
			293
			735
			709
			89
			101
			53
			-11
			-19
			59
			46
			187
			87
			-210
			78
			264
			28
			132
			35
			691
			-19
			-66
			-165
			-1,750
			60
			199
			-10
			9
			164
			136
			479
			136
			245
			-177
			1,223
			1,351
			156
			458
			351
			288
			-43
			830
			381
			295
			669
			416
			-144
			195
			10
			-3
			-36
			-170
			378
			248
			781
			207
			118
			186
			-7
			21
			550
			462
			150
			101
			1,426
			969
			-405
			112
			688
			233
			123
			20
			145
			189
			-777
			43
			50
			346
			181
			1,106
			546
			2,778
			2,206
			-11
			508
			352
			442
			330
			-54
			74
			-155
			-37
			-250
			88
			-35
			687
			1,841
			823
			306
			315
			1,280
			1,047
			738
			304
			381
			270
			2,265
			521
			10,013
			4
			112
			-257
			858
			409
			3
			-18
			259
			368
			-121
			15
			93
			312
			228
			-157
			333
			456
			390
			-1,034
			-458
			-1,062
			630
			369
			264
			950
			-242
			56
			935
			17
			310
			194
			-37
			-9
			33
			34
			210
			238
			69

			376
			-41
			31
			225
			74
			1,702
			552
			926
			292
			-189
			120
			109
			724
			-279
			223
			557
			-96
			-188
			828
			600
			532
			303
			-35
			117
			634
			-584
			-545
			-1,929
			112
			-146
			-34
			-101
			-1,003
			-467
			123
			393
			196
			420
			304
			988
			-160
			-65
			-40
			2,955
			66
			1,455
			222
			983
			643
			603
			146
			158
			-61
			-225
			-49
			72
			499
			306
			704
			954
			118
			85
			345
			-15
			-120
			97
			62
			786
			-168
			-9
			338
			178
			195
			1,571
			362
			1,188
			789
			-92
			206
			158
			241
			319
			633
			-71
			81

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	106,281
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,635
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	1,635
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	1,635
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	328
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	328
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.......		9	1,307
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

COMERICA BANK Telephone no. right arrow

(877) 405-1091

Located at right arrow

36455 CORPORATE DRIVE M/C 3420FARMINGTON HILLSMI ZIP+4 right arrow

48331

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
WILLIAM BIRKHILL	PRESIDENT 1	0
253 MARBLEHEAD BLOOMFIELD HILLS,MI48304	PRESIDENT 1	0
FREDERICK BIRKHILL JR	VICE PRESIDENT 1	0
11764 DEXTER-PINCKNEY RD PICKNEY,MI48169	VICE PRESIDENT 1	0

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...................				0

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 arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,255,939

Average of monthly cash balances.......................

46,829

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,302,768

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,302,768

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

19,542

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,283,226

Minimum investment return. Enter 5% (0.05) of line 5................

64,161

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.)

Minimum investment return from Part IX, line 6..................

64,161

Tax on investment income for 2024 from Part V, line 5 .......

1,635

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,635

Distributable amount before adjustments. Subtract line 2c from line 1............

62,526

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

62,526

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

62,526

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

61,933

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

61,933

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					62,526
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......	0
b From 2020......	0
c From 2021......	0
d From 2022......	1,259
e From 2023......	5,757
f Total of lines 3a through e ........		7,016
4Qualifying distributions for 2024 from Part
XI, line 4: $ 61,933
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.....					61,933
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		593			593
(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		6,423
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		6,423
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	666
d Excess from 2023....	5,757
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

WILLIAM BIRKHILL
253 MARBLEHEAD
BLOOMFIELD HIILLS,MI48304
(248) 258-0366

bThe form in which applications should be submitted and information and materials they should include:

LETTER OF REQUEST

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NONE

Form 990-PF (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CORNING MUSEUM OF GLASS ONE MUSEUM WAY CORNING,NY14830	NONE	PC	SUPPORT OF DAILY OPERATIONS	14,000
WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE,FL32256	NONE	PUBLIC CHARITY	SUPPORT OF DAILY OPERATIONS	2,000
TEAM RED WHITE & BLUE INC 198 14TH ST NW ATLANTA,GA30318	NONE	PC	SUPPOERT FOR DAILY	3,000
EDCHOICE 111 MONUMENT CIRCLE SUITE 2650 INDIANAPOLIS,IN46204	NONE	PC	SUPPORT OF DAILY OPERATIONS	2,500
THE SALVATION ARMY 16130 NORTHLAND DR SOUTHFIELD,MI480755218	NONE	PC	SUPPORT OF DAILY OPERATIONS	12,000
HUMANE SOCIETY OF HURON VALLEY 3100 CHERRY HILL ROAD ANN ARBOR,MI48105	NONE	PC	SUPPORT OF DAILY OPERATIONS	4,000
HOSPICE OF MICHIGAN INC 400 MACK AVENUE DETROIT,MI48201	NONE	EXEMPT	SUPPORT OF DAILY OPERATIONS	1,478
ANN ARBOR FILM FESTIVAL INC 217 N FIRST STREET ANN ARBOR,MI48104	NONE	PC	SUPPORT OF DAILY OPERATIONS	1,478
OAKLAND LITERACY COUNCIL 2550 S TELGRAPH ROAD SUITE 114 BLOOMFIELD HILLS,MI483020951	NONE	EXEMPT	SUPPORT OF DAILY OPERATIONS	3,000
FORGOTTEN HARVEST INC 15000 W EIGHT MILE OAK PARK,MI48237	NONE	PC	SUPPORT FOR DAILY OPERATION	4,457
COVENANT HOUSE MICHIGAN 2959 MARTIN LUTHER KING JR BLVD DETROIT,MI48208	NONE	PC	SUPPORT FOR DAILY OPERATION	2,000
WAYNE STATE UNIVERSITY 5700 CASS AVENUE SUITE 1200 DETROIT,MI48202	NONE	PC	SUPPORT OF DAILY OPERATIONS	5,000
WARRIOR DOG FOUNDATION 5930 ROYAL LANE SUITE E 355 DALLAS,TX75230	NONE	PC	SUPPORT FOR DAILY OPERATION	2,500
A2ETHICS ORG PO BOX 131384 ANN ARBOR,MI48113	NONE	PC	SUPPORT FOR DAILY OPERATION	1,500
FISHER HOUSE MICHIGAN 3250 PLYMOUTH RD STE 103 ANN ARBOR,MI48105	NONE	PC	SUPPORT FOR DAILY OPERATION	3,000
Total ................................. 3a				61,913

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	30,890
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	26
8 Gain or (loss) from sales of assets other than inventory ............			18	106,281
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) ..				137,197

13Total. Add line 12, columns (b), (d), and (e)..................

137,197

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
CORPORATE STOCK	282,438	375,131
FOREIGN STOCK	9,333	14,459
MUTUAL FUNDS	456,852	547,114