2024-08-26T13:45:13-05:00 2023-12-31 331197384 ANDERSEN TAX LLC 125 HIGH STREET BOSTON MA 02110 990PF 2023-01-01 810866529 THE NORTHERN LIGHTS FAMILY FOUNDATION NORT 7347418620 435 HUNTINGTON PLACE ANN ARBOR MI 48104 MICHAEL O'DONNELL PRESIDENT 7347418620 2024-07-16 1 0 BRITTANY MADORE P02507975 6172928400 2024-07-12 2023 2024-08-08 14:25:15Z X 4363739 X 309376 83 83 101722 101722 33714 571814 33714 444895 135519 0 0 0 25335 20485 0 1411 1411 0 26746 21896 0 205000 205000 231746 21896 205000 213149 113623 9478 49189 49189 1762 870 870 14 14 14 2147879 2434168 3031300 1552071 1479431 1282366 3711190 3963672 4363739 0 0 X 0 0 0 0 3711190 3963672 3711190 3963672 3711190 3963672 3711190 213149 39333 3963672 0 3963672 STERLING CAPITAL EQUITY INCOME P 117048 94897 22151 22151 DELAWARE SMALL CAP VALUE P 152000 176714 -24714 -24714 AMERICAN FUNDS EUROPACIFIC GROWTH P 21990 23201 -1211 -1211 MFS INTERNATIONAL INTRINSIC VALUE P 21990 24978 -2988 -2988 PIMCO INCOME P 115990 126589 -10599 -10599 VANGUARD 500 INDEX ADMIRAL P 96980 91721 5259 5259 CAPITAL GAINS DIVIDENDS P 45816 45816 45816 33714 1579 0 1579 0 1579 12714 0 0 0 12714 0 11135 11135 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 1 0 0 1 N/A DR MICHAEL J O'DONNELL 7347418620 435 HUNTINGTON PLACE ANN ARBOR MI 48104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL J O'DONNELL 435 HUNTINGTON PLACE ANN ARBOR MI 48104 PRESIDENT 0.25 0 0 0 JAN L GARFINKLE 435 HUNTINGTON PLACE ANN ARBOR MI 48104 TREASURER/SECRETARY 0.25 0 0 0 KEELY O'DONNELL 435 HUNTINGTON PLACE ANN ARBOR MI 48104 DIRECTOR 0.25 0 0 0 DEVIN O'DONNELL 435 HUNTINGTON PLACE ANN ARBOR MI 48104 DIRECTOR 0.25 0 0 0 BRIENNE O'DONNELL 435 HUNTINGTON PLACE ANN ARBOR MI 48104 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 3799917 108180 0 3908097 0 0 3908097 58621 3849476 192474 192474 1579 1579 190895 0 190895 0 190895 205000 0 205000 190895 182601 0 0 205000 182601 0 0 22399 0 0 0 0 0 0 0 0 168496 0 0 0 JAN L GARFINKLE X LEELANAU CONSERVANCY 105 NORTH FIRST STREET LELAND MI 49654 N/A ENVIRONMENT 10000 TART TRAILS 148 EAST FRONT STREET TRAVERSE CITY MI 49685 N/A ENVIRONMENT 10000 VENTURE FORWARD PO BOX 10008 EUGENE OR 97440 N/A HUMAN SERVICES 25000 ANN ARBOR AREA COMMUNITY FOUNDATION 301 NORTH MAIN STREETM STE 300 ANN ARBOR MI 48104 N/A HUMAN SERVICES 5000 OUTREACH PROGRAM 10 REED STREET HAVERHILL MA 01832 N/A HUMAN SERVICES 5000 COMMON CAUSE EDUCATION FUND 805 15TH STREET WASHINGTON DC 20005 N/A CIVIC ENGAGEMENT 5000 CATHOLIC RELIEF SERVICES PO BOX 5200 HARLAN IA 51593 N/A HUMAN SERVICES 10000 SPREAD THE VOTE 7423 W MANCHESTER AVENUE LOS ANGELOS CA 90045 N/A CIVIC ENGAGEMENT 10000 EVERY TOWN FOR GUN SAFETY PO BOX 3886 NEW YORK NY 10163 N/A HUMAN SERVICES 10000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 N/A HUMAN SERVICES 10000 NATIONAL PARK FOUNDATION 1500 K STREET NW SUITE 700 WASHINGTON DC 20005 N/A ENVIRONMENT 5000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET NEW YORK NY 10006 N/A HEALTH 10000 NORTHWEST HARVEST 3808 N SULLIVAN ROAD SPOKANE VALLEY WA 99216 N/A HUMAN SERVICES 5000 FOS FEMINIST 125 MAIDEN LANE NEW YORK NY 10038 N/A HUMAN RIGHTS 5000 PROTECT OUR WINTERS 4676 BROADWAY STREET BOULDER CO 80304 N/A ENVIRONMENT 5000 WORLD CENTRAL KITCHEN 200 MASS AVE WASHINGTON DC 20001 N/A HUMAN SERVICES 10000 ACLU DEVELOPMENTAL FUND 2966 WOODWARD AVE DETROIT MI 48201 N/A CIVIC ENGAGEMENT 5000 MARY'S PLACE 123 PEARL STREET NASHUA NH 03060 N/A HUMAN SERVICES 5000 PLANNED PARENTHOOD PO BOX 3673 ANN ARBOR MI 48106 N/A HEALTH 15000 FARESTART 700 VIRGINIA STREET SEATTLE WA 98101 N/A HUMAN SERVICES 5000 IN OUR OWN VOICE NATIONAL BLACK WOMEN REPRODUCTIVE JUSTICE 601 13TH STREET WASHINGTON DC 20005 N/A HUMAN RIGHTS 10000 NARAL PRO-CHOICE AMERICA 1725 EYE STREET WASHINGTON DC 20006 N/A HUMAN RIGHTS 10000 EAST WEST FOOD RESCUE 17641 GARDEN WAY NE WOODINVILLE WA 98072 N/A HUMAN SERVICES 5000 VIOLENCE POLICY CENTER 1730 RI AVENUE WASHINGTON DC 20036 N/A CIVIC ENGAGEMENT 10000 205000 0 14 83 14 101722 18 33714 0 135519 0 135519 0 0 0 0 0 0 0 0 0 0 X X 1 JAN GARFINKLE 435 HUNTINGTON PLACE ANN ARBOR MI 48104 309376 X X 1 235.0000 SHARES OF VANGUARD GROWTH INDEX FUND ADM SHS 37680 2023-12-26 1 200.0000 SHARES OF VANGUARD 500 INDEX FUND ADM SHS 88068 2023-12-26 1 406.0000 SHARES OF VANGUARD 500 INDEX FUND ADM SHS 178778 2023-12-26 CHARLES SCHWAB 8271 1479431 1282366 CHARLES SCHWAB 8271 2434168 3031300 PRIOR PERIOD ADJUSTMENT 39333 INVESTMENT FEES 20485 20485 0 TAX PREP FEES 4850 0 0 JAN GARFINKLE 435 HUNTINGTON PLACE ANN ARBOR MI 48104 FOREIGN TAXES 1411 1411 0 FEDERAL TAXES 0 0 0