2025-09-04T12:14:58-05:00 2024-12-31 310541755 TAFT STETTINIUS HOLLISTER LLP 27777 FRANKLIN ROAD STE 2500 SOUTHFIELD MI 480348214 990PF 2024-01-01 351989786 BELLA AND DON BARDEN FOUNDATION INC BELL 2483513000 27777 FRANKLIN ROAD SUITE 2500 SOUTHFIELD MI 480348214 ALANA M BARDEN PRESIDENT 3137378322 2025-09-04 1 1 SHIRLEY A KAIGLER ESQ P00367672 2483513000 2024 2025-03-06 01:10:19Z X 2600359 X 25000 48 48 47311 47311 182784 714932 182784 255143 230143 1760 0 1760 8809 4404 4405 24198 12100 12099 121 0 0 34888 16504 18264 136000 136000 170888 16504 154264 84255 213639 2 29685 19580 19580 1522534 1988407 1988407 582706 592372 592372 2134927 2600359 2600359 0 0 X 0 0 0 0 2134927 2600359 2134927 2600359 2134927 2600359 2134927 84255 381177 2600359 0 2600359 ROCKEFELLER ACCOUNT -6498 P 55314 54359 955 955 ROCKEFELLER ACCOUNT -6498 P 659618 477789 181829 181829 182784 2970 0 2970 0 2970 100 0 2870 0 2970 4 4 0 0 0 0 0 0 0 0 0 0 1 1 IN MI 1 0 1 0 0 1 N/A TAFT STETTINIUS HOLLISTER LLP 2483513000 27777 FRANKLIN ROAD SUITE 2500 SOUTHFIELD MI 480348214 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALANA M BARDEN 924 20TH STREET UNIT 6 SANTA MONICA CA 90403 PRESIDENT, CFO, DIRECTOR 2.00 0 0 0 SAMANTHA MCDANIEL 1514 N WIELAND CHICAGO IL 60610 SECRETARY, DIRECTOR 1.00 0 0 0 LINDSEY POOLE 130 M STREET NE APT 426 WASHINGTON DC 20002 TREASURER, DIRECTOR 1.00 0 0 0 AISHA LEWIS 2400 WEBBERVILLE RD APT 1 AUSTIN TX 78702 DIRECTOR 1.00 0 0 0 ELIZABETH ANGEL NJENGA PO BOX 1839 SANTA MONICA CA 90406 DIRECTOR 1.00 0 0 0 CHRISTINA DENNING 671 EAST 43RD PLACE LOS ANGELES CA 90011 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2291750 114965 0 2406715 0 0 2406715 36101 2370614 118531 118531 2970 2970 115561 0 115561 0 115561 154264 0 154264 115561 54591 0 0 154264 54591 0 0 99673 0 0 0 0 0 0 0 0 15888 0 0 0 X BOYS HOPE GIRLS HOPE OF DETROIT PO BOX 21085 DETROIT MI 48221 NONE 501(C)(3) GENERAL SUPPORT 81600 SKULL AND DAGGER FOUNDATION 3701 VIA PALOMINO PALOS VERDES ESTATES CA 90274 NONE 501(C)(3) GENERAL SUPPORT 27200 DETROIT INSTITUTE OF ARTS 5200 WOODWARD AVENUE DETROIT MI 48202 NONE 501(C)(3) GENERAL SUPPORT 27200 136000 0 14 48 14 47311 18 182784 0 230143 0 230143 0 0 0 0 0 0 0 0 0 0 X X 1 ALANA MARSHALL BARDEN TRUST 27777 FRANKLIN ROAD SUITE 2500 SOUTHFIELD MI 48034 25000 X ABBVIE INC 50645 50645 ALPHABET INC, CLASS A 89918 89918 AMAZON.COM INC 166736 166736 AMERICAN WATERWORKS CO 49796 49796 APPLE INC 166529 166529 BLACKSTONE INC 77589 77589 BROADCOM INC 330372 330372 COSTCO WHOLESALE CORP 128278 128278 CROWN CASTLE INTERNATIONAL 18152 18152 EDWARD LIFESCIENCES CORP 42197 42197 EMERSON ELECTRIC COMPANY 23547 23547 HOME DEPOT INC 73908 73908 INTERCONTINENTAL EXCHANGE, INC. 28312 28312 INTERNATIONAL BUSINESS MACHINES CORP 21983 21983 MASTERCARD INC, CLASS A 105314 105314 MERCK & CO INC 29844 29844 META PLATFORMS INC, CLASS A 81972 81972 NETFLIX INC 98045 98045 NXP SEMICONDUCTORS NV 36374 36374 PALO ALTO NETWORKS, INC 130101 130101 SALESFORCE.COM 95284 95284 TEXAS INSTRUMENTS, INC. 53440 53440 VISA INC, CLASS A 90071 90071 INTREPID INCOME FUND INSTITUTIONAL FMV 261720 261720 ISHARES MORNINGSTAR SMALL-CA FMV 70397 70397 LOOMIS SAYLES INVESTMENT GRADE BOND FMV 260255 260255 LEGAL 8809 4404 4405 NON-DIVIDEND DISTRIBUTIONS 1562 UNREALIZED INCREASE IN ASSET VALUE 379615 INVESTMENT ADVISORY FEES - MORGAN STANLEY 2999 1500 1499 INVESTMENT ADVISORY FEES - ROCKEFELLER 21199 10600 10600 ALANA MARSHALL BARDEN TRUST 27777 FRANKLIN ROAD SUITE 2500 SOUTHFIELD MI 48034 FOREIGN 121 0 0