2025-08-28T13:47:03-05:00 2024-12-31 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990PF 2024-01-01 205184989 ANNABELLE FOUNDATION ANNA 3308677350 3000 TOWN CENTER 100 SOUTHFIELD MI 48075 SUSAN DUDAS PRESIDENT 3308677350 2025-08-20 1 1 DORI J EGGETT P00645252 3037409400 2025-08-20 2024 2025-03-06 01:10:19Z X 65326210 X 2257489 2518409 2518409 1074544 22790450 1074544 42 42 5850484 3592995 0 0 0 6865 3433 3432 234195 234195 0 35884 10214 0 2169 0 2169 279113 247842 5601 14005000 14005000 14284113 247842 14010601 -8433629 3345153 10568768 11920222 11920222 46043608 28606568 30029504 16006985 23628122 23376484 72619361 64154912 65326210 0 0 X 0 0 0 0 72619361 64154912 72619361 64154912 72619361 64154912 72619361 -8433629 0 64185732 30820 64154912 SALE OF PUBLICLY TRADED STOCK 22472485 21715906 756579 756579 CAPITAL GAINS DIVIDENDS P 317965 317965 317965 1074544 46498 0 46498 0 46498 42659 0 28500 0 71159 X 503 24158 24158 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A SUSAN DUDAS 3308677350 3000 TOWN CENTER STE 100 SOUTHFIELD MI 48075 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN DUDAS 3000 TOWN CENTER STE 100 SOUTHFIELD MI 48075 PRESIDENT 1.00 0 0 0 SANDRA KIRTLEY VANOVER 511 CAMBRIDGE WAY BLOOMFIELD HILLS MI 48304 TREASURER 1.00 0 0 0 DAVE DUDAS 3000 TOWN CENTER STE 100 SOUTHFIELD MI 48075 SECRETARY 1.00 0 0 0 NONE 0 PLANTE MORAN TRUST 3000 TOWN CENTER STE 100 SOUTHFIELD MI 48075 INVESTMENT MANAGEMENT 234195 0 0 59234284 9696669 0 68930953 0 0 68930953 1033964 67896989 3394849 3394849 46498 46498 3348351 0 3348351 0 3348351 14010601 0 14010601 3348351 0 0 7952941 7952941 14010601 0 0 0 3348351 10662250 0 0 18615191 0 0 0 0 0 0 0 18615191 7952941 10662250 X AKRON BLIND CENTER 325 E MARKET STREET AKRON OH 44304 NONE PC GENERAL PURPOSE 13000 AKRON CHILDREN'S HOSPITAL FOUNDATION 1 PERKINS SQUARE AKRON OH 44308 NONE PC GENERAL PURPOSE 200000 ALICE LLOYD COLLEGE 100 PURPOSE ROAD PIPPA PASSES KY 41844 NONE PC GENERAL PURPOSE 1000000 AMERICAN KIDNEY 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FOR ECHO GROVE CAMP 200000 SALVATION ARMY 16130 NORTHLAND DRIVE SOUTHFIELD MI 48075 NONE PC FOR WILLIAM BOOTH LEGAL AID 250000 SALVATION ARMY 16130 NORTHLAND DRIVE SOUTHFIELD MI 48075 NONE PC GENERAL PURPOSE 200000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC US DISASTER RELIEF PROGRAM 500000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC OPERATION HEAL OUR PATRIOTS 500000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC US DISASTER RELIEF PROGRAM 100000 SHRINER'S HOSPITAL FOR CHILDREN 2900 N ROCKY POINT DRIVE TAMPA FL 33607 NONE PC PATIENT SERVICES AND MATCHING GRANT 1000000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC GENERAL PURPOSE 110000 UMRCPH FOUNDATION 805 W MIDDLE ST CHELSEA MI 48118 NONE PC GENERAL PURPOSE 2500000 WHEELS OF SUCCESS 4100 W KENNEDY BLVD SUITE 130 TAMPA FL 33609 NONE PC GENERAL PURPOSE 10000 WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PC GENERAL PURPOSE 105000 WOUNDED 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ROWE PRICE INSTL MID CAP EQUITY 956552 996279 AMERICAN FUNDS EUROPACIFIC GROWTH F3 502000 505372 MFS INTERNATIONAL INTRINSIC VALUE R6 387063 429928 PEPSICO INC CORP COMMON 17724775 17185365 YUM BRANDS INC 3983853 4258373 MARKET VALUE ADJUSTMENT 30820 ADMINSTRATIVE EXPENSE 2169 0 2169 SETTLEMENT INCOME 42 42 42 INVESTMENT MANAGEMENT EXPENSE 234195 234195 0 FOREIGN TAX 10214 10214 0 INCOME TAX 25670 0 0