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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
ANNA PAULINA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 3400 WEST BRISTOL ROAD
  Room/suite
City or town
FLINT
State or province
MI
Country  
ZIP or foreign postal code
48507
A Employer identification number

38-6061335
B Telephone number (see instructions)

8888663275
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$58,496,992J 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) 14,876,447
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,526,604 1,466,620  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,113,747
b Gross sales price for all assets on line 6a 5,195,328
7 Capital gain net income (from Part IV, line 2)... 1,113,747
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).......   178  
12 Total. Add lines 1 through 11........ 17,516,798 2,580,545  
Operating and Administrative Expenses 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)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
111,080 66,648   44,432
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,726 5,126   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)....... Click to see attachment
List of Attached Documents:
// Content
279 32   279
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 124,335 71,806 0 45,961
25 Contributions, gifts, grants paid....... 2,258,500 2,258,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,382,835 71,806 0 2,304,461
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,133,963
b Net investment income (if negative, enter -0-) 2,508,739
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 7,992 22,172 22,172
2 Savings and temporary cash investments......... 1,552,541 1,088,450 1,088,450
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) 1,349,157    
b Investments—corporate stock (attach schedule)....... 5,281,944 Click to see attachment
List of Attached Documents:
// Content
38,682,078 		49,054,375
c Investments—corporate bonds (attach schedule)....... 2,813,429 Click to see attachment
List of Attached Documents:
// Content
460,587 		481,760
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 22,001,083 Click to see attachment
List of Attached Documents:
// Content
7,746,829 		7,850,235
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) 33,006,146 48,000,116 58,496,992
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances 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........ 33,006,146 48,000,116
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)..... 33,006,146 48,000,116
30 Total liabilities and net assets/fund balances (see instructions). 33,006,146 48,000,116
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
33,006,146
2
Enter amount from Part I, line 27a .....................
2
15,133,963
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
20,360
4
Add lines 1, 2, and 3 ..........................
4
48,160,469
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
160,353
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
48,000,116
Form 990-PF (2025)
Form 990-PF (2025)
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 3418. ISHR MSCI EAFE INDEX FUND   2024-06-03 2025-01-14
b 7419. PACER GLOBAL CASH COWS DIVIDEND   2023-02-01 2025-01-14
c 8891. PACER GLOBAL CASH COWS DIVIDEND   2023-02-01 2025-01-14
d 10561. PACER US SMALL CAP CASH COWS ETF   2024-01-26 2025-01-14
e 100000. GENESEE CNTY MICH LTD TAX GO LT OID BAM PRF25   2022-08-24 2025-02-27
1500. ELI LILLY CO   1900-01-01 2025-05-23
11359. GRAPHIC PACKAGING HLDG C   2023-01-05 2025-07-22
4309. GRAPHIC PACKAGING HLDG C   2023-12-11 2025-07-22
2228. PROCTER & GAMBLE CO   2024-06-21 2025-07-22
200. PROCTER & GAMBLE CO   2022-08-24 2025-07-22
480. OTIS WORLDWIDE CORP REG SH   1900-01-01 2025-07-23
480. OTIS WORLDWIDE CORP REG SH   1900-01-01 2025-07-23
8964. EQT CORP   2025-05-23 2025-08-12
3693. EQT CORP   2025-07-22 2025-08-12
1840. MARSH & MCLENNAN CO INC   2024-08-09 2025-08-13
2680. BLACKSTONE INC DISCRETION NOT EXERCISED   2021-03-12 2025-11-05
807. BLACKSTONE INC DISCRETION NOT EXERCISED   2024-01-26 2025-11-05
925. LINDE PLC NEW   2024-06-21 2025-11-25
267. BRUNSWICK CORP PAR CALL MLSEC # 08VC8   2019-02-26 2025-12-01
(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 256,548   277,922 -21,374
b 249,509   250,762 -1,253
c 299,014   300,605 -1,591
d 467,311   500,114 -32,803
e 100,000   100,000  
1,070,711   98,042 972,669
262,847   249,896 12,951
99,710   100,141 -431
350,019   374,360 -24,341
31,420   29,240 2,180
43,475   590 42,885
43,475   590 42,885
458,127   501,351 -43,224
188,740   200,688 -11,948
385,664   403,843 -18,179
387,635   181,444 206,191
116,724   96,718 20,006
377,724   408,600 -30,876
6,675   6,675  
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       -21,374
b       -1,253
c       -1,591
d       -32,803
e        
      972,669
      12,951
      -431
      -24,341
      2,180
      42,885
      42,885
      -43,224
      -11,948
      -18,179
      206,191
      20,006
      -30,876
       
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 1,113,747
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 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 34,871
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 34,871
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 34,871
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 54,899
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 54,899
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 20,028
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax20,028 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
MI
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 2025 or the taxable year beginning in 2025? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 1532 AFTPENNINGTONNJ ZIP+408534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN KOEGEL PRESIDENT
1 		0    
3400 W BRISTOL RD
FLINT,MI48507
KATHRYN KOEGEL TRUSTEE
1 		0    
3400 W BRISTOL RD
FLINT,MI48507
LISA KOEGEL TRUSTEE
1 		0    
3400 W BRISTOL RD
FLINT,MI48507
JANE KOEGEL TRUSTEE
1 		0    
3400 W BRISTOL RD
FLINT,MI48507
KATLYN KOEGEL VICE PRESIDENT
1 		0    
3400 W BRISTOL RD
FLINT,MI48507
CAMERON KOEGEL TRUSTEE
3 		0    
3400 W BRISTOL RD
FLINT,MI48507
ANNE ROCCO TRUSTEE
1 		0    
3400 W BRISTOL RD
FLINT,MI48507
JEFFRY D ROCCO TREASURER
1 		0    
3400 W BRISTOL RD
FLINT,MI48507
ANDREA ROCCO TRUSTEE
1 		0    
3400 W BRISTOL RD
FLINT,MI48507
MARK NEITHERCUT SECRETARY
1 		0    
3400 W BRISTOL RD
FLINT,MI48507
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 (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
48,786,177
b
Average of monthly cash balances.......................
1b
1,879,583
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
50,665,760
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
50,665,760
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
759,986
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
49,905,774
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,495,289
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,495,289
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
34,871
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
34,871
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,460,418
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,460,418
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
2,460,418
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, line 26, column (d) ..........
1a
2,304,461
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,304,461
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,460,418
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 229,334
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,304,461
a Applied to 2024, but not more than line 2a 229,334
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 2025 distributable amount..... 2,075,127
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 0
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		385,291
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
ALBERT KOEGEL ANNE ROCCO JANE KOE
KATHRYN KOEGEL LISA KOEGEL
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.
NA
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

BOYS & GIRLS CLUB OF AMERICA

1275 PEACHTREE STREET NE
ATLANTA,GA303093580 		N/A   UNRESTRICTED GENERAL 5,000

CTR FOR HIGHER EDUCATIONAL ACHIEVEMENT

2002 MARYLAND AVENUE
FLINT,MI48506 		N/A   ADULT LITERACY PROGRAMS 50,000

BOY SCOUTS OF AMERICA

1325 W WALNUT HILL LANE
IRVING,TX750383008 		N/A   UNRESTRICTED GENERAL 5,000

SALVATION ARMY

615 SLATERS LN
ALEXANDRIA,VA22314 		N/A   UNRESTRICTED GENERAL 15,000

MERCY SHIPS

PO BOX 1930
GRAND VALLEY,TX75771 		N/A   UNRESTRICTED GENERAL 2,000

SHRINERS' HOSPITALS FOR CHILDREN

2900 N ROCKY POINT DRIVE
TAMPA,FL336071435 		N/A   UNRESTRICTED GENERAL 5,000

HUMANE SOCIETY OF GENESEE CO

PO BOX 190136
BURTON,MI48519 		N/A   UNRESTRICTED GENERAL 5,000

GOODWILL INDUSTRIES OF MID-MICHIGAN INC

501 S AVERILL AVENUE
FLINT,MI485064009 		N/A   UNRESTRICTED GENERAL 5,000

YMCA OF FLINT

411 E 3RD STREET
FLINT,MI485032006 		N/A   UNRESTRICTED GENERAL 25,000

WHALEY CHILDREN'S CENTER

1201 N GRAND TRAVERSE
FLINT,MI48503 		N/A   ILP CAPACITY EXPANSION 302,000

NORTH END SOUP KITCHEN

735 E STEWART AVENUE
FLINT,MI48505 		N/A   UNRESTRICTED GENERAL 5,000

UNITED WAY OF GENESEE COUNTY

11 EAST COURT STREET
FLINT,MI485021649 		N/A   UNRESTRICTED GENERAL 20,000

STARR COMMONWEALTH

13725 STARR COMMONWEALTH
ALBION,MI492249525 		N/A   UNRESTRICTED GENERAL 1,000

YWCA OF GREATER FLINT

901 S SAGINAW STREET
FLINT,MI485021511 		N/A   GIRLS ASPIRE LEADERSHIP 235,000

CARRIAGE TOWN MINISTRIES

605 GARLAND STREET
FLINT,MI485032405 		N/A   UNRESTRICTED GENERAL 114,000

FLINT INSTITUTE OF ARTS

1120 E KEARSLEY STREET
FLINT,MI485031915 		N/A   BUILDING RESERVES 10,000

GIRL SCOUTS OF SOUTHEASTERN MICHIGAN

42800 GARFIELD
CLINTON TOWNSHIP,MI48038 		N/A   UNRESTRICTED GENERAL 5,000

FORGOTTEN MAN MINISTRIES IN FLINT

3940 FRUIT RIDGE AVENUE NW
GRAND RAPIDS,MI495449711 		N/A   UNRESTRICTED GENERAL 5,000

FLINT REGIONAL SCIENCE FAIR

PO BOX 687
FLINT,MI48501 		N/A   UNRESTRICTED GENERAL 1,000

GREATER FLINT ARTS COUNCIL

816 S SAGINAW STREET
FLINT,MI48502 		N/A   GFAC BUILDING RENOVATIONS 100,000

BIG BROTHERS BIG SISTERS

1176 ROBERT T LONGWAY BLVD
FLINT,MI48503 		N/A   MENTORING PROGRAM SUPPORT 75,000

YOUNG LIFE OF GENESEE COUNTY

10801 S SAGINAW STREET
GRAND BLANC,MI48439 		N/A   UNRESTRICTED GENERAL 20,000

FLINT CHILDREN'S MUSEUM

1602 W UNIVERSITY AVENUE
FLINT,MI48504 		N/A   UNRESTRICTED GENERAL 34,500

FOOD BANK OF EASTERN MICHIGAN

2300 LAPEER ROAD
FLINT,MI48503 		N/A   NORTHGATE BUILDING 300,000

MICHIGAN DYSLEXIA INSTITUTE

532 E SHIAWASSEE
LANSING,MI489121214 		N/A   UNRESTRICTED GENERAL 1,000

CRIM FITNESS FOUNDATION

452 S SAGINAW STREET
FLINT,MI48502 		N/A   UNRESTRICTED GENERAL 5,000

SHELTER OF FLINT

902 EAST 6TH STREET
FLINT,MI485032787 		N/A   POST PLACEMENT ASSISTANCE 100,000

FOUNDATION FOR MCC (MOTT CMTY COLLEGE)

1401 E COURT STREET
FLINT,MI48503 		N/A   UNRESTRICTED GENERAL 2,000

MACKINAC CENTER FOR PUBLIC POLICY

140 W MAIN STREET
MIDLAND,MI48640 		N/A   UNRESTRICTED GENERAL 10,000

CROSSOVER DOWNTOWN OUTREACH MINISTRY

414 W COURT STREET
FLINT,MI48503 		N/A   FOOD PANTRY 5,000

FREE MEDICAL CLINIC OF GENESEE COUNTY

2437 WELCH BLVD
FLINT,MI485046400 		N/A   UNRESTRICTED GENERAL 5,000

HURLEY FOUNDATION

1 HURLEY PLAZA
FLINT,MI48503 		N/A   HURLEY'S FOOD FARMACY 100,000

CRIME STOPPERS OF MICHIGAN

210 E 5TH STREET
FLINT,MI48502 		N/A   UNRESTRICTED GENERAL 1,000

WKAR AT MSU

283 COMMUNICATION ARTS BLDG
E LANSING,MI48824 		N/A   UNRESTRICTED GENERAL 2,000

OLD NEWSBOYS OF FLINT

6255 TAYLOR DRIVE
FLINT,MI48507 		N/A   UNRESTRICTED GENERAL 10,000

FLINT COMMUNITY PLAYERS

2462 S BALLENGER HWY
FLINT,MI485071301 		N/A   UNRESTRICTED GENERAL 2,000

FLINT INSTITUTE OF MUSIC

1025 E KEARLSEY STREET
FLINT,MI48503 		N/A   UNRESTRICTED GENERAL 10,000

VOICES FOR CHILDREN ADVOCACY CENTER

1040 CREEKWOOD TRL
BURTON,MI485091580 		N/A   TRAUMA FOCUSED THERAPY 200,000

NEIGHBORHOOD ENGAGEMENT HUB

3216 M L KING AVENUE
FLINT,MI485054270 		N/A   COMMUNITY TOOL-SHED 110,000

SYLVESTER BROOME EMPOWERMENT VILLAGE

4119 N SAGINAW STREET
FLINT,MI48505 		N/A   ANTIDOTE STUDIO EXPANSION 150,000

AMERICAN RED CROSS

431 18TH STREET NW
WASHINGTON,DC20006 		N/A   UNRESTRICTED GENERAL 40,000

THE NATURE CONSERVANCY

4245 FAIRFAX DRIVE
ARLINGTON,VA222031637 		N/A   UNRESTRICTED GENERAL 1,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN381053678 		N/A   UNRESTRICTED GENERAL 5,000

ACTIVE BOYS IN CHRIST

2715 N AVERILL AVENUE
FLINT,MI485063012 		N/A   SUMMER STEM TRADES PROGRAM 150,000

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVENUE NE
ATLANTA,GA317093543 		N/A   UNRESTRICTED GENERAL 5,000
Total ................................. 3a 2,258,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 1,526,604  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,113,747  
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) ..   2,640,351  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,640,351
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
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

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

38-6061335
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 ......... $  
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. 2025) Page 2
Name of organization
ANNA PAULINA FOUNDATION
  		Employer identification number
38-6061335
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
A J KOEGEL
3400 W BRISTOL RD
 
FLINT, MI485073112

$ 146,961


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
SUNSET HILLS FOUNDATION
3400 W BRISTOL RD
 
FLINT, MI485073112

$ 14,729,486


(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
ANNA PAULINA FOUNDATION
  		Employer identification number

38-6061335
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
ANNA PAULINA FOUNDATION
  		Employer identification number

38-6061335
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 2025 AccountingFeesSchedule
Name:
ANNA PAULINA FOUNDATION
EIN:
38-6061335
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2025 InvestmentsCorpBondsSchedule
Name:
ANNA PAULINA FOUNDATION
EIN:
38-6061335
Name of Bond End of Year Book Value End of Year Fair Market Value
00775V104 AEGON FUNDING CORP I    
020002788 ALLSTATE CORP    
039483AR3 ARCHER-DANIELS-MIDLA 94,201 99,071
04686J200 ATHENE HLDG    
04686J408 ATHENE HOLDING LTD    
110122AB4 BRISTOL MEYERS SQUIB 86,906 88,016
117043604 BRUNSWICK CORP/DE    
125896837 CMS ENERGY CORP    
14314C105 CARLYLE FINANCE LLC    
29364N108 ENTERGY MISSISSIPPI    
38141EL64 GOLDMAN SACHS GROUP    
478160AJ3 JOHNSON & JOHNSON - 87,984 92,940
48128B523 JPMORGAN CHASE & CO    
48128B549 JP MORGAN CHASE & CO    
48253M104 KKR GROUP FINC CO IX    
65339K860 NEXTERA ENERGY CAPIT    
742718DB2 PROCTER & GAMBLE CO 191,496 201,733
74460W396 PUBLIC STORAGE    
74460W420 PUBLIC STORAGE    
74460W644 PUBLIC STORAGE    
75968N309 RENAISSANCERE HOLDIN    

TY 2025 InvestmentsCorpStockSchedule
Name:
ANNA PAULINA FOUNDATION
EIN:
38-6061335
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K305 ALPHABET INC SHS 350,115 985,637
023135106 AMAZON COM INC COM 350,426 726,391
031162100 AMGEN INC    
037833100 APPLE INC 247,668 527,137
09260D107 BLACKSTONE GROUP INC    
11135F101 BROADCOM INC 200,555 1,079,832
127387108 CADENCE DESIGN SYS I    
17275R102 CISCO SYSTEMS INC    
388689101 GRAPHIC PACKAGING HO    
459200101 INTL BUSINESS MACHIN 398,129 793,547
466313103 JABIL INC    
580135101 MC DONALDS CORPORATI    
58933Y105 MERCK AND CO INC SHS    
594918104 MICROSOFT CORP 273,683 2,246,415
742718109 PROCTER & GAMBLE CO/    
GOLDMAN SACHS MLP ENEESC    
G54950103 LINDE PLC NEW    
30231G102 EXXON MOBIL CORP 3,057 322,752
316773100 FIFTH THIRD BANCORP 196,593 480,130
03073E105 CENCORA INC 483,993 668,070
532457108 ELI LILLY & CO    
68902V107 OTIS WORLDWIDE CORP    
571748102 MARSH & MCLENNAN COS    
46625H100 JPMORGAN CHASE & CO 412,006 627,040
67066G104 NVIDIA 509,031 713,363
907818108 UNION PACIFIC CORP 1,545 430,718
69608A108 PALANTIR TECHNOLOGIE 718,978 1,107,916
92206C870 VANGUARD INTERMEDIAT 2,691,399 2,736,531
921935508 VANGUARD WELLINGTON 500,657 567,056
921935805 VANGUARD WELLINGTON 503,003 569,626
166764100 CHEVRON CORP 468,265 489,998
46434V878 ISHARES ULTRA SHORT 2,255,237 2,262,899
30303M102 META PLATFORMS INC C 200,881 222,450
46140H106 INVESCO DB AGRICULTU 433,984 569,479
04686J200 ATHENE HLDG NON CUM 100,000 80,400
921937793 VANGUARD LONG TERM B 501,730 508,886
46137V357 INVESCO S&P 500 EQUA 1,807,702 2,307,340
92206C102 VANGUARD SHORT-TERM 1,500,304 1,502,607
74460W420 PUBLIC STORAGE CUM P 200,000 127,680
46137V100 INVESCO AEROSPACE AN 299,847 605,375
921935706 VANGUARD WELLINGTON 500,905 544,606
74460W396 PUBLIC STORAGE CUM P 200,000 130,080
969457100 WILLIAMS COMPANIES D 593,190 607,772
74460W644 PUBLIC STORAGE CUM P 100,000 91,440
45073V108 ITT INC SHS 512,246 471,080
04686J408 ATHENE HOLDING LTD N 200,000 136,240
65339K860 NEXTERA ENERGY CAP C 100,000 95,240
29364N108 ENTERGY MISSISSIPPI 150,000 123,240
14314C105 CARLYLE FINANCE LLC 200,000 136,800
922042858 VANGUARD FTSE EMERGI 507,000 559,104
69374H881 PACER US CASH COWS10 1,478,796 1,810,816
69374H105 PACER TRENDPILOT US 1,000,235 1,480,762
14020G101 CAPITAL GROUP GROWTH 794,595 1,270,419
46137V639 INVESCO AI AND NEXT 557,238 735,406
464287465 ISHARES MSCI EAFE 903,892 962,125
464288687 ISHARES PREFERRED & 376,488 327,866
020002788 ALLSTATE CORP NON-CU 200,000 210,480
33738R605 FIRST TR DORSEY WRT 501,508 684,692
92204A306 VANGUARD ENERGY ETF 303,254 314,800
921910840 VANGUARD MEGA CAP 30 1,000,998 1,086,932
92206C706 VANGUARD INTERM-TERM 1,502,004 1,514,131
69374H709 PACER GLOBAL CASH CO 1,502,033 1,584,456
922908363 VANGUARD 500 INDEX F 1,000,185 1,461,840
78462F103 SPDR S&P 500 ETF TRU 1,001,388 1,440,215
92206C813 VANGUARD LONG-TERM C 1,560,432 1,480,895
921937819 VANGUARD INTERMEDIAT 500,984 508,167
92204A108 VANGUARD CONSUMER DI 299,049 326,954
117043604 BRUNSWICK CORP SENIO 93,325 94,445
921937827 VANGUARD SHORT TERM 500,445 502,808
00775V104 AEGON FUNDING CO LLC 100,000 78,680
921910816 VANGUARD MEGA CAP 30 998,734 1,157,820
75968N309 RENAISSANCERE HLDGS 100,000 88,240
48128B549 JP MORGAN CHASE & CO 200,000 157,120
48253M104 KKR GROUP FINC CO IX 200,000 139,760
921910873 VANGUARD MEGA CAP ET 998,891 1,140,312
45783Y822 INNOVATOR S AND P IN 329,955 240,807
92206C847 VANGUARD LONG-TERM T 1,504,592 1,517,760
33734X846 FIRST TR NASDAQ CYBE 300,928 434,630
48128B523 JPMORGAN CHASE & CO 200,000 146,160

TY 2025 InvestmentsGovtObligationsSch
Name:
ANNA PAULINA FOUNDATION
EIN:
38-6061335
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

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


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
ANNA PAULINA FOUNDATION
EIN:
38-6061335
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00141G831 INVESCO OPPENHMER SE      
015565369 ALGER SMALL CAP FOCU      
026547828 AMER FUNDS AMERICAN AT COST 691,323 670,464
09251M504 BLACKROCK EQTY DIVID      
09251P408 BLACKROCK FOCUS      
09254L107 BLACKROCK MUNIHDS CA      
09254V105 BLACKROCK MUNIYLD MI      
14020G101 CAPITAL GROUP GROWTH      
19765J830 COLUMBIA SELECT MID      
19765N245 COLUMBIA DIVIDEND IN      
19765P596 COLUMBIA SMALL CAP G      
277905642 EATON VANCE LARGE-CA      
277911541 EATON VANCE FLOATING AT COST 697,569 666,521
277923728 EATON VANCE GLBL MAC      
27828G107 EATON VANCE TAX-ADVA      
27829U105 EATON VANCE MUN INCO      
31421N402 FEDERATED KAUFMANN S      
31421N873 FEDERATED KAUFMANN F      
32008F200 FIRST EAGLE OVERSEAS      
33738R605 FIRST TRUST DORSEY W      
33738R720 FIRST TR NASDAQ      
33739B104 FIRST TRUST MLP AND      
33739Q408 FIRST TRUST ENHANCED      
399874825 AMERICAN - THE GROWT      
45783Y822 INNOVATOR S AND P IN      
46137V100 INVESCO AEROSPACE &      
46137V357 INVESCO S&P 500 EQUA      
46140H106 INVESCO DB AGRICULTU      
464286822 ISHARES MSCI MEXICO      
464288687 ISHARES US PREFERRED      
46434V878 ISHARES TR LIQUIDITY      
466001203 DELAWARE IVY LARGE C      
544004401 LORD ABBETT BOND DEB AT COST 2,534,329 2,639,103
62827P816 CATALYST MILLBURN HE AT COST 127,851 165,261
67065Q772 NUVEEN HIGH YIELD MU      
69374H105 PACER TRENDPILOT US      
69374H709 PACER GLOBAL CASH CO      
69374H766 PACER BENCHMARK      
69374H881 PACER US CASH COWS 1      
78462F103 SPDR S&P 500 ETF TRU      
88166L876 TETON WESTWOOD MIGHT      
885215467 THORNBURG INVESTMENT      
885215566 THORNBURG INTERNATIO      
89154X633 TOUCHSTONE LARGE CAP      
893962134 TRANSAMERICA SHORT T AT COST 2,448,630 2,502,349
921910840 VANGUARD MEGA CAP VA      
92837N501 VIRTUS NFJ DIVIDEND      
92837N774 VIRTUS SILVANT FOCUS      
NUVEEN GLOBAL CITIES      
FIRST REPUBLIC BANK      
46137V639 INVESCO DYNAMIC SOFT      
464287465 ISHARES MSCI EAFE ET      
33734X846 FIRST TRUST NASDAQ C      
69374H857 PACER US SMALL CAP C      
92206C813 VANGUARD LONG-TERM C      
92206C870 VANGUARD INTRMDIATE-      
922908363 VANGUARD S&P 500 ETF      
483233RL8 KALAMAZOO MICH HOSP AT COST 85,203 86,753
276731ZS8 EASTERN MICH UNIV RE AT COST 123,453 122,193
59447THB2 MICHIGAN FIN AUTH RE AT COST 90,293 87,754
946303TZ7 WAYNE ST UNIV MICH U AT COST 100,000 92,835
552048LT5 LYON TWP MICH LTD GO AT COST 100,000 100,496
590196GU9 MERRILL MICH CMNTY S AT COST 95,035 93,655
59447TMQ3 MICHIGAN FIN AUTH RE AT COST 97,927 88,598
621060MP4 MOUNT CLEMENS MICH C AT COST 110,218 110,612
59447TUJ0 MICHIGAN FIN AUTH RE AT COST 150,219 140,765
59447THE6 MICHIGAN FIN AUTH RE AT COST 99,171 90,593
371608TW0 GENESEE CNTY MICH LT AT COST 100,000 97,099
483233PW6 KALAMAZOO MICH HOSP AT COST 10,000 10,010
418420FW0 HASTINGS MICH AREA S AT COST 85,608 85,174

TY 2025 OtherDecreasesSchedule
Name:
ANNA PAULINA FOUNDATION
EIN:
38-6061335
Description Amount
TYE INCOME ADJUSTMENT 46,079
BLACKSTONE SALES ADJ 1,161
GOLDMAN SACHS LIQUIDATION ADJ 79,576
SECURITIES ADJ 33,537


TY 2025 OtherExpensesSchedule
Name:
ANNA PAULINA FOUNDATION
EIN:
38-6061335
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 279 0   279
FROM PARTNERSHIP/S-CORP   32   0


TY 2025 OtherIncomeSchedule2
Name:
ANNA PAULINA FOUNDATION
EIN:
38-6061335
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PARTNERSHIP/S-CORP   178  


TY 2025 OtherIncreasesSchedule
Name:
ANNA PAULINA FOUNDATION
EIN:
38-6061335
Description Amount
PARTNERSHIP ADJ 20,360


TY 2025 OtherProfessionalFeesSchedule
Name:
ANNA PAULINA FOUNDATION
EIN:
38-6061335
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 111,080 66,648   44,432


TY 2025 SubstantialContributorsSch
Name:
ANNA PAULINA FOUNDATION
EIN:
38-6061335
Name Address
A J KOEGEL 3400 W BRISTOL RD
FLINT,MI485073112
SUNSET HILLS FOUNDATION 3400 W BRISTOL RD
FLINT,MI485073112


TY 2025 TaxesSchedule
Name:
ANNA PAULINA FOUNDATION
EIN:
38-6061335
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 6,600 0   0
FOREIGN TAXES ON QUALIFIED FOR 4,227 4,227   0
FOREIGN TAXES ON NONQUALIFIED 899 899   0