TY 2025 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.
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
THE JUNE & CECIL MCDOLE FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address) 40900 WOODWARD AVE SUITE 340
Room/suite

City or town
BLOOMFIELD HILLS

State or province
MI

Country

ZIP or foreign postal code
48304

A Employer identification number

38-3145381

B Telephone number (see instructions)

2483531530

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

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

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

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

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 .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$5,797,993J Accounting method: Cash Accrual
Other (specify)MODIFIED CASH
(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	(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	860		860
4	Dividends and interest from securities...	124,680		124,680
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		200,136
b	Gross sales price for all assets on line 6a 779,787
7	Capital gain net income (from Part IV, line 2)...			200,136
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	96	96
12	Total. Add lines 1 through 11........	325,772		325,772
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	56,500	56,500
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	91,311	82,311	9,000
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,446	2,446
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	8,500		8,500
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	75	75
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	158,832		149,832	9,000
25	Contributions, gifts, grants paid.......	265,600			265,600
26	Total expenses and disbursements. Add lines 24 and 25 ................	424,432		149,832	274,600
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-98,660
b	Net investment income (if negative, enter -0-)			175,940
c	Adjusted net income (if negative, enter -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	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.........	156,923	151,837	151,837
	3	Accounts receivable
		Less: allowance for doubtful accounts
	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
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	3,000	3,000	3,000
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	3,209,933	List of Attached Documents: // Content 3,113,475	5,641,902
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )		List of Attached Documents: // Content 1,254	List of Attached Documents: // Content 1,254
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,369,856	3,269,566	5,797,993
	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 )	List of Attached Documents: // Content 1,630
	23	Total liabilities (add lines 17 through 22).........	1,630	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........	3,368,226	3,269,566
	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).....	3,368,226	3,269,566
	30	Total liabilities and net assets/fund balances (see instructions).	3,369,856	3,269,566

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

3,368,226

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

-98,660

Other increases not included in line 2 (itemize)

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

3,269,566

Decreases not included in line 2 (itemize)

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

3,269,566

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	AB LARGE CAP GROWTH	P	2016-09-06	2025-06-27
b	ONEOK INC	P	2023-09-26	2025-12-12
c	AMGEN INC	P	2024-06-13	2025-10-14
d	ORACLE CORPORATION	P	2025-10-14	2025-12-17
e	APPLE INC	P	2013-07-30	2025-12-12
	PRIORITY INCOME FUND	P	2021-06-22	2025-07-14
	AVERY DENNISON CORPORATION	P	2023-08-08	2025-10-14
	PROCTOR & GAMBLE	P	2008-01-22	2025-06-18
	BALL CORPORATION	P	2022-12-16	2025-12-17
	PROSHARES S&P 500 DIV ARISTO	P	2015-06-03	2025-06-27
	COMCAST CORP	P	2022-12-16	2025-12-17
	PULTE GROUP INC	P	2024-04-01	2025-10-14
	DOW INC	P	2019-04-04	2025-06-18
	QNITY ELECTRONICS	P	2012-09-11	2025-12-12
	FIRST EAGLE GLOBAL FUND	P	2008-01-25	2025-12-31
	FIRST TRUST EFT II ENERGY ALPHA	P	2024-04-29	2025-06-27
	FIRST TRUST AMERICAN STRENGTH	P	2024-02-01	2025-04-04
	JOHNSON & JOHNSON	P	2028-05-15	2025-12-12
	MERCK & CO	P	2025-10-14	2025-12-17
	MICROSOFT CORP	P	2012-09-11	2025-12-12
	MS INST FUND GLOBAL FRAN PORT	P	2022-12-15	2025-12-17
	NVIDIA CORPORATION	P	2024-11-29	2025-10-14

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	25,000	9,108	15,892
b	24,641	22,047	2,594
c	26,756	27,417	-661
d	18,837	31,221	-12,384
e	20,018	1,130	18,888
	20,000	19,984	16
	20,850	24,535	-3,685
	19,925	6,907	13,018
	26,189	27,320	-1,131
	23,166	11,739	11,427
	21,835	27,318	-5,483
	35,549	34,899	650
	11,202	13,949	-2,747
	25,550	20,725	4,825
	45,000	23,783	21,217
	54,738	67,540	-12,802
	101,196	98,799	2,397
	21,015	6,266	14,749
	36,795	31,400	5,395
	40,249	2,627	37,622
	37,678	40,868	-3,190
	42,580	30,069	12,511

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			15,892
b			2,594
c			-661
d			-12,384
e			18,888
			16
			-3,685
			13,018
			-1,131
			11,427
			-5,483
			650
			-2,747
			4,825
			21,217
			-12,802
			2,397
			14,749
			5,395
			37,622
			-3,190
			12,511

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	200,136
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	20,271

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	2,446
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
3	Add lines 1 and 2...........................	3	2,446
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,446
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	3,700
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	3,700
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
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	1,254
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax1,254	Refunded	11
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

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. $ (2) On foundation managers.$

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

on foundation managers.$

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 2025 or the taxable year beginning in 2025? 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 addressN/A

The books are in care ofKEVIN J PETRAS Telephone no. (248) 353-1530

Located at40900 WOODWARD AVE SUITE 340BLOOMFIELD HILLSMI ZIP+448304

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 ........

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)

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 ........

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

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 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 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 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.).....................

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 2025? ..

Form 990-PF (2025)

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 .........

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
KONRAD D KOHL	PRESIDENT 2.00	0	0	0
40900 WOODWARD AVE SUITE 340 BLOOMFIELD HILLS,MI48304	PRESIDENT 2.00	0	0	0
KEVIN J PETRAS	VICE PRES/TR 10.00	0	0	0
40900 WOODWARD AVE SUITE 340 BLOOMFIELD HILLS,MI48304	VICE PRES/TR 10.00	0	0	0
PAUL F GAMBLE	SECRETARY 0.50	0	0	0
PO BOX 1424 BIRMINGHAM,MI480121424	SECRETARY 0.50	0	0	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...................

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
BERGER & WILD PLLC	ACCTG, TAX	107,025
40900 WOODWARD AVE SUITE 340 BLOOMFIELD HILLS,MI48304	ACCTG, TAX	107,025

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

Form 990-PF (2025)

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

5,538,415

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

132,864

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

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

5,671,279

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

5,671,279

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

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

85,069

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

5,586,210

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

279,311

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.)

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

279,311

Tax on investment income for 2025 from Part V, line 5 .......

2,446

Income tax for 2025. (This does not include the tax from Part V.) ...

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

2,446

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

276,865

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

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

276,865

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

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

276,865

Part XI

Qualifying Distributions (see instructions)

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

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

274,600

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. .......

274,600

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2025
1 Distributable amount for 2025 from Part X, line 7			276,865
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......	4,631
c From 2022......
d From 2023......
e From 2024......	2,927
f Total of lines 3a through e ........		7,558
4Qualifying distributions for 2025 from Part
XI, line 4: $ 274,600
a Applied to 2024, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions) .....
c Treated as distributions out of corpus (Election required—see instructions) ........
d Applied to 2025 distributable amount.....			274,600
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2025.		2,265	2,265
(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		5,293
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........			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) .......
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		5,293
10 Analysis of line 9:
a Excess from 2021 ....	2,366
b Excess from 2022 ....
c Excess from 2023 ....
d Excess from 2024 ....	2,927
e Excess from 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 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) 2025	(b) 2024	(c) 2023	(d) 2022	(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, 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).)

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

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

Check here 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)

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
A HOLE IN THE ROOF FOUNDATION 29836 TELEGRAPH ROAD SOUTHFIELD,MI48034			GENERAL CHARITABLE PURPOSES	5,000
BUILDUP STEAM INC 129 ABBEY ST BIRMINGHAM,MI48009			GENERAL CHARITABLE PURPOSES	5,000
CHILDREN'S FOUNDATION 3011 W GRAND BLVD STE 218 DETROIT,MI48202			MEDICAL RESEARCH	17,500
COREWELL HEALTH FOUNDATION 26901 BEAUMONT BLVD SOUTHFIELD,MI48033			MEDICAL RESEARCH	2,500
CROSS OF CHRIST CHURCH 1100 LONE PINE RIDGE BLOOMFIELD HILLS,MI483022832			GENERAL CHARITABLE PURPOSES	7,000
FAMILY OF GOD LCMS PO BOX 801 MR CLEMENS,MI48046			GENERAL CHARITABLE PURPOSES	5,000
FORGOTTEN HARVEST 15000 W 8 MILE ROAD OAK PARK,MI48237			GENERAL CHARITABLE PURPOSES	26,000
FRIENDS OF FOSTER KIDS 51341 CELESTE SHELBY TWP,MI48315			GENERAL CHARITABLE PURPOSES	5,000
GLEANERS COMMUNITY FOOD BANK 2131 BEAUFAIT DETROIT,MI48207			GENERAL CHARITABLE PURPOSES	26,000
HORIZONS-UPWARD BOUND AT CRANBROOK 380 LONE PINE ROAD BLOOMFIELD HILLS,MI483030801			GENERAL CHARITABLE PURPOSES	15,000
HOSTEL DETROIT 2700 VERMONT DETROIT,MI48216			GENERAL CHARITABLE PURPOSES	10,000
KARMANOS CANCER INSTITUTE 4100 JOHN R DETROIT,MI48201			MEDICAL RESEARCH	2,500
KIDS COALITION AGAINST HUNGER 5881 COMMERCE DR WESTLAND,MI48185			GENERAL CHARITABLE PURPOSES	7,000
KIRK GIBSON FOUNDATION FOR PARKINSO 280 N WOODWARD AVE STE 10 BIRMINGHAM,MI48009			MEDICAL RESEARCH	4,600
LIFE REMODELED PO BOX 28508 DETROIT,MI48228			GENERAL CHARITABLE PURPOSES	5,000
LIGHTHOUSE EMERGENCY SERVICES PO BOX 430508 PONTIAC,MI483430508			GENERAL CHARITABLE PURPOSES	7,500
MARTIN MEMORIAL FOUNDATION PO BOX 9010 STUART,FL349959958			MEDICAL RESEARCH	1,000
MICHIGAN RED SOX 925 WESTCHESTER WAY BIRMINGHAM,MI48009			GENERAL CHARITABLE PURPOSES	7,500
OAKLAND COUNTY PIONEER & HISTORICAL 405 CESAR E CHAVEZ AVENUE PONTIAC,MI483421068			GENERAL CHARITABLE PURPOSES	5,000
OAKLAND HOPE 20 E WALTON BLVD 1 PONTIAC,MI483401277			GENERAL CHARITABLE PURPOSES	12,500
OAKLAND LIVINGSTON HUMAN SERVICE 196 CESAR E CHAVEZ AVENUE DETROIT,MI483430598			GENERAL CHARITABLE PURPOSES	5,000
PAWS WITH A CAUSE 4646 SOUTH DIVISION WAYLAND,MI49348			GENERAL CHARITABLE PURPOSES	4,000
RAY TOWNSHIP FIRE & RESCUE AUX 20301 29 MILE ROAD RAY TOWNSHIP,MI48096			GENERAL CHARITABLE PURPOSES	30,000
REGENTS OF THE UNIV OF MICHIGAN 777 E EISENHOWER PKWY ANN ARBOR,MI481083265			MEDICAL RESEARCH	30,000
BLOOD CANCER UNITED PO BOX 772395 DETROIT,MI482772395			MEDICAL RESEARCH	2,500
THE WHY WOULDN'T WE FOUNDATION 511 AUBURN DRIVE AUBURN,AL36830			GENERAL CHARITABLE PURPOSES	5,000
VARIETY-CHILDREN'S CHARITY 600 S ADAMS SUITE 230 BIRMINGHAM,MI48009			GENERAL CHARITABLE PURPOSES	5,000
WRCJ 1 CLOVER COURT WIXOM,MI48393			GENERAL CHARITABLE PURPOSES	7,500
Total ................................. 3a				265,600

bApproved for future payment

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

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	(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 ...........			14	860
4 Dividends and interest from securities ....			14	124,680
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	96
8 Gain or (loss) from sales of assets other than inventory ............			14	81,018	119,118
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) ..				206,654	119,118

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

325,772

(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 (2025)

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	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

- TIN:

TY 2025 AccountingFeesSchedule

Name:

THE JUNE & CECIL MCDOLE FOUNDATION

EIN:

38-3145381

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BERGER & WILD PLLC	56,500	56,500

- TIN:

TY 2025 InvestmentsOtherSchedule2

Name:

THE JUNE & CECIL MCDOLE FOUNDATION

EIN:

38-3145381

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
AB LARGE CAP GROWTH	AT COST	140,040	256,585
ABBOTT LABS	AT COST	10,514	50,116
ABBVIE INC	AT COST	36,925	117,215
ACCENTURE PLC	AT COST	26,320	25,220
ALLEGION PLC	AT COST	31,408	28,660
ALPS O'SHARES US SMALL CAP	AT COST	61,311	68,584
AMERICAN FUNDS BALANCED FUND	AT COST	123,772	141,391
AMERICAN FUNDS CAPITAL BUILDER INCOM	AT COST	74,157	90,767
AMERICAN FUNDS INCOME FUND OF AMERIC	AT COST	79,580	91,699
AMERICAN FUNDS MULTI FACTOR	AT COST	45,321	46,283
AMERICAN TOWER CORPORATION	AT COST	28,109	24,931
AMGEN INC	AT COST
APPLE INC	AT COST	64,528	696,505
APTARGROUP INC	AT COST	25,902	25,734
AVERY DENNISON CORP	AT COST
BALL CORPORATION	AT COST
BLACKROCK INC	AT COST	26,949	40,673
BRISTOL MYERS SQUIBB	AT COST	16,704	26,970
CAPITAL GROUP CORE EQUITY ETF	AT COST	47,413	66,138
CHARLES SCHWAB CORPORATION	AT COST	27,558	35,368
CHUBB LTD	AT COST	39,100	109,866
COCA COLA CO.	AT COST	27,645	69,910
COMCAST CORP	AT COST
COMPASS DIV HLDGS 7.25%	AT COST	15,026	9,603
COREBRIDGE FINANCIAL 6.375%	AT COST	19,484	18,600
DOW INC	AT COST
DOWDUPONT INC	AT COST	14,463	24,522
EATON CORPORATION	AT COST	25,041	33,444
EATON VANCE SHORT DURATION STRAT	AT COST	23,111	24,058
ELI LILLY & CO	AT COST	25,770	36,539
EMERSON ELECTRIC CO.	AT COST	15,801	43,532
EXXON MOBIL CORPORATION	AT COST	33,503	66,067
FIRST EAGLE GLOBAL FUND	AT COST	392,305	568,754
FIRST TRUST RISING DIVIDEND	AT COST	90,013	122,684
FIRST TRUST AMERICAN STRENGTH	AT COST	102,156	135,558
FIRST TRUST ETF ENERGY ALPHA	AT COST
FIRST TRUST INST PREFERRED	AT COST	32,517	35,077
FIRST TRUST MORNINGSTAR	AT COST	71,131	85,133
FIRST TRUST NASDAQ 100 TECH INDEX	AT COST	67,517	85,868
GENTEX CORPORATION	AT COST	27,858	18,988
HEALTHCARE TRUST INC	AT COST	15,068	11,502
INVESCO S&P 500 QUALITY	AT COST	64,314	145,747
INVESCO S&P MIDCAP QUALITY	AT COST	20,543	23,761
JANUS HENDERSON DEV WORLD BOND	AT COST	106,524	82,591
JOHNSON & JOHNSON	AT COST	43,861	144,865
JP MORGAN CORE PLUS BOND	AT COST	61,334	61,524
LITHIA MOTORS INC	AT COST	31,336	34,562
LOCKHEED MARTIN CORP	AT COST	27,422	165,899
MCDONALDS CORP	AT COST	18,091	61,126
MFS INCOME FUND	AT COST	21,975	22,197
MFS INTERNATIONAL VALUE FUND	AT COST	89,422	104,088
MICROSOFT CORP	AT COST	49,998	437,192
MORGAN STANLEY INST	AT COST
NVIDIA CORPORATION	AT COST
OMNICOM GROUP INC	AT COST	25,815	25,921
ONEOK INC	AT COST
PFIZER INC.	AT COST	45,684	44,820
PGIM STRATEGIC BOND FUND	AT COST	44,850	46,286
PRINCIPAL US MEGA-CAP	AT COST	61,666	91,039
PRIORITY INCOME FUND	AT COST
PROCTOR & GAMBLE CO.	AT COST	101,727	263,834
PROSHARES S&P 500 DIV ARISTOCRATS	AT COST	35,420	72,849
PULTE GROUP INCORPORATION	AT COST
SOUTHERN CO.	AT COST	41,916	104,640
SPDR HEALTH CARE SELECT	AT COST	66,105	74,149
SPDR INDUSTRIAL SELECT SECTOR	AT COST	67,459	85,471
STARBUCKS CORP	AT COST	11,409	37,894
SYSCO CORP.	AT COST	19,046	42,740
TEMPLETON GLOBAL BOND FUND	AT COST	96,693	57,549
THORNBURG GLOBAL OPPORTUNITIES	AT COST	13,168	13,358
VERIZON COMMUNICATIONS	AT COST	16,423	20,365
VISA INCORPORATED	AT COST	27,254	44,891

- TIN:

TY 2025 OtherAssetsSchedule

Name:

THE JUNE & CECIL MCDOLE FOUNDATION

EIN:

38-3145381

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
PREPAID FEDERAL EXCISE TAX		1,254	1,254

- TIN:

TY 2025 OtherExpensesSchedule

Name:

THE JUNE & CECIL MCDOLE FOUNDATION

EIN:

38-3145381

Description	Revenue and Expenses per Books	Net Investment Income
EXPENSES
MICHIGAN ANNUAL REPORT	25	25
MISCELLANEOUS	50	50

- TIN:

TY 2025 OtherIncomeSchedule2

Name:

THE JUNE & CECIL MCDOLE FOUNDATION

EIN:

38-3145381

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
MISCELLANEOUS INCOME	96	96

- TIN:

TY 2025 OtherLiabilitiesSchedule

Name:

THE JUNE & CECIL MCDOLE FOUNDATION

EIN:

38-3145381

Description	Beginning of Year - Book Value	End of Year - Book Value
FEDERAL EXCISE TAX PAYABLE	1,630

- TIN:

TY 2025 OtherProfessionalFeesSchedule

Name:

THE JUNE & CECIL MCDOLE FOUNDATION

EIN:

38-3145381

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
BERGER & WILD PLLC	42,000	33,000	9,000
THE TRUSTEES ARE COMPENSATED FOR
INVESTMENT MANAGEMENT AND TRUST
SERVICE BY PAYMENTS TO BERGER &
WILD PLLC
INVESTMENT ADVISORY FEES	49,311	49,311

- TIN:

TY 2025 TaxesSchedule

Name:

THE JUNE & CECIL MCDOLE FOUNDATION

EIN:

38-3145381

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL EXCISE TAX	2,446	2,446