2023-12-05T09:31:57-06:00 2023-06-30 390859910 BAKER TILLY US LLP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2022-07-01 454529860 LEADER DOGS FOR THE BLIND FOUNDATION LEAD 2486519011 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 SUSAN M DANIELS SECRETARY AND TREASURER 2486519011 2023-12-01 1 SUSAN DANIELS XXX-XX-XXXX 0 TROY MARINE CPA P00187863 4147775500 2023-12-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN M DANIELS 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 18219519 0 X N/A X 2012 MI TO PRUDENTLY MANAGE AND INVEST FUNDS IN A MANNER THAT WILL ENSURE THE LONG-TERM SUSTAINABILITY OF LEADER DOGS FOR THE BLIND IN ACCORDANCE WITH THE POLICIES OF THE FOUNDATION. 7 6 0 9 -3252 0 2501176 1884 0 0 3070202 3256478 0 0 5571378 3258362 3500000 4150000 0 0 0 0 0 0 0 297340 337926 3797340 4487926 1774038 -1229564 71517820 73214908 0 0 71517820 73214908 TO PRUDENTLY MANAGE AND INVEST FUNDS IN A MANNER THAT WILL ENSURE THE LONG-TERM SUSTAINABILITY OF LEADER DOGS FOR THE BLIND IN ACCORDANCE WITH THE POLICIES OF THE FOUNDATION. 0 0 4150000 4150000 MANAGE FUNDS FOR THE BENEFIT OF AND MAKE GRANTS TO LEADER DOGS FOR THE BLIND, A MICHIGAN NON-PROFIT ORGANIZATION. 4150000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 1 CJ 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X KATHRYN SIDELKO 2486519011 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 SUSAN M DANIELS SECRETARY/TREASURER 1.00 40.00 X X 0 322815 27708 ERIC EDER PRESIDENT & CHAIR (TO 06/29/23) 1.00 0.40 X X 0 0 0 STEVE GUARINI VICE PRESIDENT & VICE CHAIR 1.00 X X 0 0 0 BRIAN HOCK DIRECTOR 1.00 X 0 0 0 JACQUELINE THOMAS DIRECTOR 1.00 X 0 0 0 PAUL PREKETES DIRECTOR 1.00 X 0 0 0 SCOTT BERRY DIRECTOR 1.00 X 0 0 0 0 322815 27708 0 0 1 0 0 1884 1884 2173076 -3252 2176328 16044559 14961157 1083402 1083402 1083402 3258362 0 -3252 3259730 4150000 4150000 4503 4503 25733 25733 299632 299632 5079 5079 ADMINISTRATIVE EXPENSES 1779 1779 OUTSIDE SERVICES 1200 1200 4487926 4150000 337926 0 1449649 1677432 1200 0 53091348 53418160 16975623 18119316 71517820 73214908 0 0 X 71517820 73214908 71517820 73214908 71517820 73214908 -1229564 2926652 0 X X 0 1 X 0 0 X X 1 LEADER DOGS FOR THE BLIND 381366931 7 1 4150000 0 1 4150000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 3008295 0 3008295 0 0 0 263810 0 0 0 2744485 0 68655612 0 158473 0 0 0 68814085 0 0 0 0 68814085 0 1032211 0 67781874 0 2372366 0 0 0 2372366 0 2744485 2332812 2372366 2372366 0 2372366 4150000 0 0 0 0 0 4150000 4150000 2372366 100.000000000000 2372366 0 0 2674450 3100000 3100000 3500000 12374450 0 2372366 0 10002084 4150000 0 4150000 0 0 14152084 302084 3100000 3100000 3500000 4150000 PART IV, SECTION D, LINE 3: THE SUPPORTING AND SUPPORTED ORGANIZATIONS MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. THE TRUSTEES FROM BOTH ORGANIZATIONS ARE INVITED TO EACH OTHER'S BOARD MEETINGS. THE BOARD CHAIR AND PRESIDENT OF THE SUPPORTING ORGANIZATION SITS ON THE SUPPORTED ORGANIZATION'S EXECUTIVE COMMITTEE, WITHOUT VOTE. THE BOARD CHAIR AND PRESIDENT OF THE SUPPORTING ORGANIZATION PRESENTS UPDATES REGARDING THE SUPPORTING ORGANIZATION'S POLICIES AND ACTIVITIES TO THE SUPPORTED ORGANIZATION'S BOARD OF TRUSTEES ON A REGULAR AND ONGOING BASIS. THE SUPPORTING ORGANIZATION'S BOARD AND THE SUPPORTED ORGANIZATION'S FINANCE COMMITTEE HOLD A JOINT ANNUAL MEETING TO DISCUSS FINANCIAL ISSUES. THE BOARD CHAIR OF THE SUPPORTED ORGANIZATION ALSO SITS ON THE SUPPORTING ORGANIZATION'S BOARD, WITHOUT VOTE. 0 ALTERNATIVE INVESTMENTS 18119316 F 18119316 X 5900862 2926652 15480 2942132 2958730 299632 299632 3258362 4203774 15480 15480 4188294 299632 299632 4487926 PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, HOWEVER ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2023 AND JUNE 30, 2022. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 10520748 0 0 0 0 0 0 10520748 0 10520748 1 0 1 0 1 0 PART III ACCOUNTING METHOD: PART IV, LINE 3: LEADER DOGS FOR THE BLIND FOUNDATION (ORGANIZATION") INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, THE ORGANIZATION'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621, 8865. TO THE EXTENT THAT THE ORGANIZATION IS REQUIRED TO COMPLETE ONE OF THESE FOREIGN FORMS, IT HAS BEEN FILED WITH THE ANNUAL FORM 990-T. 1 LEADER DOGS FOR THE BLIND 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48307 381366931 501(C)(3) 4150000 0 TO SUPPORT OPERATIONS OF LEADER DOGS FOR THE BLIND. 1 0 PART I, LINE 2: THE LEADER DOGS FOR THE BLIND FOUNDATION WAS FORMED TO SUPPORT LEADER DOGS FOR THE BLIND AND THE TRUSTEES FROM BOTH ORGANIZATIONS ARE INVITED TO EACH OTHER'S BOARD MEETINGS. WITHIN THESE MEETINGS, USE OF FUNDS ARE DISCUSSED AND MONITORED ON A REGULAR AND ON GOING BASIS. 0 0 0 0 0 0 0 0 0 SUSAN M DANIELS SECRETARY/TREASURER 0 308315 0 0 0 14500 0 15250 0 12458 0 350523 0 0 PART I, LINE 3 SUSAN M. DANIELS IS THE PRESIDENT/CEO OF LEADER DOGS FOR THE BLIND ("LEADER DOGS") AND IS COMPENSATED BY THAT ORGANIZATION, WHICH IS RELATED TO THE FILING ORGANIZATION. LEADER DOGS USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 7A THE RELATED PARTY, LEADER DOGS FOR THE BLIND, HAS THE AUTHORITY TO APPOINT THREE OF SEVEN VOTING BOARD MEMBERS TO LEADER DOGS FOR THE BLIND FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS PROVIDED TO ALL VOTING AND NON-VOTING TRUSTEES/OFFICERS FOR REVIEW PRIOR TO SIGNING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER ANNUALLY SIGNS A CONFLICT OF INTEREST POLICY AND STATEMENTS OF UNDERSTANDING. THE ORGANIZATION RELIES UPON EACH BOARD MEMBER TO KEEP THEM INFORMED IF THEY HAVE ANY CONFLICTS OF INTEREST OR POTENTIAL CONFLICT OF INTEREST TRANSACTIONS WITH ANY DEPARTMENT OR PERSON WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 SINCE THE ORGANIZATION HAS NO EMPLOYEES, IT DOES NOT HAVE A COMPENSATION POLICY. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. LEADER DOGS FOR THE BLIND 1039 SOUTH ROCHESTER ROAD ROCHESTER HILLS MI 48037 381366931 SEE PART VII MI 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0