KAZRUS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KAZRUS FOUNDATION (EIN 20-1762096)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202421349349103082
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T15:24:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT STE 300 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201762096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAZRUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAZR | BusinessNameControlTxt |
| Phone | 8668463600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PLANTE MORAN TRUST NA PO BOX 3910 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN DUDAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8668463600 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | DUDAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAUREEN ASTA | PreparerPersonNm |
| PTIN | P01321355 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $814,993 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $88,273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,273 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,575,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,824,703 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,575,305 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,663,578 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,663,578 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,939 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,470 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,469 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,252 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $252 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,072 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,976,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,976,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,047,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,072 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,983,319 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$384,213 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,656,506 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,620 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $814,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $814,993 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,137,498 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,200,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $814,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $814,993 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,200,126 | RetainedEarningBOYAmt |
| Retained Earning EOY | $814,993 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,200,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $814,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,200,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $814,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,200,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$384,213 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $815,913 | SubtotalAmt |
| Other Decreases | $920 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $814,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY-TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $3,824,703 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,249,398 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,575,305 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,575,305 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,575,305 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,925 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,925 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,927 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,927 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,998 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CO PLANTE MORAN TRUST NA | IndividualWithBooksNm |
| Phone | 8668463600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3910 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480373910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SUSAN DUDAS | |||||||||
| C/O PLANTE MORAN TRUST NA PO BOX | 3910 | SOUTHFIELD | MI | 480373910 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID DUDAS | |||||||||
| C/O PLANTE MORAN TRUST NA PO BOX | 3910 | SOUTHFIELD | MI | 480373910 | SECRETARY AND TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,694,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $606,733 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,300,833 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,300,833 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,512 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,266,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,925 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,925 | TotalTaxAmt |
| Distributable Before Adj | $76,391 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,391 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,391 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,983,319 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,983,319 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,391 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,375,531 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,375,531 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,983,319 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,391 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,906,928 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,282,459 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,282,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,375,531 | ExcessFromYear1Amt |
| Excess From Current Year | $2,906,928 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADRIAN COLLEGE | |||||||
| 110 S MADISON ST | ADRIAN | MI | 49221 | PC | GENERAL FUND | $10,000 | |
| AKRON DREAM CENTER | |||||||
| 1035 ROSEMARY BLVD STE A | AKRON | OH | 44306 | PC | GENERAL FUND | $5,000 | |
| AKROS MIDDLE SCHOOL | |||||||
| 92 N UNION ST | AKRON | OH | 44304 | PC | GENERAL FUND | $100,000 | |
| AKROTECH HIGH SCHOOL | |||||||
| 92 N UNION ST | ADRIAN | OH | 44304 | PC | GENERAL FUND | $420,000 | |
| BOYS AND GIRLS CLUB OF NORTHEAST OHIO | |||||||
| 4111 PEARL AVE | LORAIN | OH | 44055 | PC | GENERAL FUND | $10,000 | |
| BUDDY BASEBALL INC | |||||||
| 639 GILLETTE AVE | TEMPLE TERRACE | FL | 33617 | PC | GENERAL FUND | $10,000 | |
| CARING FOR KIDS | |||||||
| 650 GRAHAM RD STE 101 | CUYAHOGA FLS | OH | 44221 | PC | GENERAL FUND, PAT'S SCHOLARSHIPS | $35,000 | |
| CHARITY NAVIGATOR | |||||||
| 299 MARKET ST 250 SUITE 101 | SADDLE BROOK | NJ | 07663 | PC | GENERAL FUND | $5,000 | |
| CHOOSE MENTAL HEALTH | |||||||
| 870 W CENTER ST | OREM | UT | 84057 | PC | GENERAL FUND | $5,000 | |
| CHRIS 180 INC | |||||||
| 1030 FAYETTEVILLE RD SE | ATLANTA | GA | 30316 | PC | GENERAL FUND | $25,000 | |
| CHRIST CHILD SOCIETY OF AKRON | |||||||
| PO BOX 13411 | AKRON | OH | 44334 | PC | GENERAL FUND | $7,000 | |
| CONVOY OF HOPE | |||||||
| 1 CONVOY DRIVE | SPRINGFIELD | MO | 65802 | PC | GENERAL FUND | $15,000 | |
| COVENANT HOUSE GEORGIA | |||||||
| PO BOX 94465 | ATLANTA | GA | 30377 | PC | GENERAL FUND | $55,000 | |
| COVENANT HOUSE | |||||||
| 461 EIGHT AVENUE | NEW YORK | NY | 10001 | PC | GENERAL FUND | $100,000 | |
| CURE CHILDHOOD CANCER | |||||||
| 1117 PERIMETER CENTER WEST SUIT | ATLANTA | GA | 30338 | PC | GENERAL FUND | $35,000 | N-402 |
| DOWN SYNDROME ASSOC OF ATLANTA | |||||||
| 2221 PEACHTREE STREET NE STE D 226 | ATLANTA | GA | 30309 | PC | GENERAL FUND | $15,000 | |
| DOWN SYNDROME ASSOCIATION OF CENTRAL OHIO | |||||||
| 510 E NORTH BROADWAY 4TH FLOOR | COLUMBUS | OH | 43214 | PC | GENERAL FUND | $75,000 | |
| DRAKE HOUSE INC | |||||||
| 10500 CLARA DRIVE | ROSWELL | GA | 30075 | PC | GENERAL FUND | $32,000 | |
| EAGLE RANCH INC | |||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | PC | GENERAL FUND | $45,000 | |
| EDGE LEARNING INC | |||||||
| 92 N UNION ST | AKRON | OH | 44304 | PC | GENERAL FUND | $150,000 | |
| ELIZABETH'S NEW LIFE CENTER | |||||||
| 2201 N MAIN ST | DAYTON | OH | 45405 | PC | GENERAL FUND | $65,000 | |
| FAMILY PROMISE OF FORSYTH COUNTY INC | |||||||
| PO BOX 3305 | CUMMING | GA | 30028 | PC | GENERAL FUND | $10,000 | |
| FILL THIS HOUSE | |||||||
| 547 EAST WASHINGTON STREET | CHAGRIN FALLS | OH | 44022 | PC | GENERAL FUND | $32,500 | |
| FOLDS OF HONOR | |||||||
| 5800 N PATRIOT DRIVE | OWASSO | OK | 74055 | PC | GENERAL FUND | $50,000 | |
| GOSHEN VALLEY FOUNDATION | |||||||
| 505 BROWN INDUSTRIAL PKWY SUITE 200 | CANTON | GA | 30114 | PC | GENERAL FUND | $121,000 | |
| HATTIE LARLHAM COMMUNITY SERVICES | |||||||
| 9772 DIAGONAL RD | MANTUA | OH | 44255 | PC | GENERAL FUND | $10,000 | |
| HAVEN OF REST MINISTRIES | |||||||
| PO BOX 547 | AKRON | OH | 44309 | PC | GENERAL FUND | $25,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | PC | GENERAL FUND | $25,000 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | PC | GENERAL FUND | $20,000 | |
| INDIA GOSPEL LEAGUE INC NORTH AMERICA | |||||||
| PO BOX 356 | HUDSON | OH | 44236 | PC | GENERAL FUND | $10,000 | |
| IT TAKES A VILLAGE CHICAGO INC | |||||||
| 318 W GRAND AVE | CHICAGO | IL | 60654 | PC | GENERAL FUND | $5,000 | |
| KIDSAVE INTERNATIONAL | |||||||
| 5165 MACARTHUR BLVD NW | WASHINGTON | DC | 20016 | PC | GENERAL FUND | $200,000 | |
| KIMBERLY HOME | |||||||
| 1189 NE CLEVELAND ST | CLEARWATER | FL | 33755 | PC | GENERAL FUND | $10,000 | |
| LUTHERAN METROPOLITAN MINISTRY | |||||||
| 1468 WEST 25TH STREET | CLEVELAND | OH | 44113 | PC | GENERAL FUND | $100,000 | |
| MERCURY ONE INC | |||||||
| 350 E ROYAL LANE SUITE 119 | IRVING | TX | 75039 | PC | GENERAL FUND | $15,000 | |
| MERCY SHIPS | |||||||
| PO BOX 2020 | LINDALE | TX | 75771 | PC | GENERAL FUND | $100,000 | |
| MI WORK MATTERS | |||||||
| 19215 MERRIMAN ROAD | LIVONIA | MI | 48152 | PC | GENERAL FUND | $7,500 | |
| MILTON FIRST RESPONDERS FOUNDATION | |||||||
| 980 BIRMINGHAM ROAD SUITE 501-200 | MILTON | GA | 30004 | PC | GENERAL FUND | $5,000 | |
| MUST MINISTRIES | |||||||
| PO BOX 1717 | MARIETTA | GA | 30061 | PC | GENERAL FUND | $75,000 | |
| NO LONGER BOUND | |||||||
| 2735 PINE GROVE RD | CUMMING | GA | 30041 | PC | GENERAL FUND | $65,000 | |
| NORTH POINT MINISTRIES | |||||||
| 4350 NORTH POINT PARKWAY | ALPHARETTA | GA | 30022 | PC | BE RICH CAMPAIGN - NORTH POINT COMMUNITY CHURCH | $170,000 | |
| ODYSSEY FAMILY COUNSELING CENTER CORPORATION | |||||||
| 1919 JOHN WESLEY AVE | COLLEGE PARK | GA | 30337 | PC | GENERAL FUND | $10,000 | |
| ONE BISTRO INC | |||||||
| 87 EAST MAIN STREET | XENIA | OH | 45385 | PC | GENERAL FUND | $5,000 | |
| OPERATION SMILE | |||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | PC | GENERAL FUND | $5,000 | |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE DRIVE | LANSDOWNE | VA | 20176 | PC | GENERAL FUND | $20,000 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | GENERAL FUND, HEAL OUR PATRIOTS | $175,000 | |
| SAN MIGUEL SCHOOLS | |||||||
| 1954 W 48TH STREET | CHICAGO | IL | 60609 | PC | GENERAL FUND | $25,000 | |
| SHEPHERDS HILLS ACADEMY | |||||||
| 2200 PRICE RD | MARTIN | GA | 30557 | PC | GENERAL FUND | $72,000 | |
| SHINE COMMUNITY INC | |||||||
| 1795 BUFORD HWY | DULUTH | GA | 30097 | PC | GENERAL FUND | $5,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | PC | GENERAL FUND | $15,000 | |
| SILVER LAKE CONFERENCE CENTER | |||||||
| 223 LOW ROAD | SHARON | CT | 06069 | PC | GENERAL FUND | $4,000 | |
| SISTERS OF THE SKIES | |||||||
| 11601 SHADOW CREEK PKWY SUITE | PEARLAND | TX | 77584 | PC | GENERAL FUND | $10,000 | 111-201 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | GENERAL FUND | $100,000 | |
| STANDUP FOR KIDS | |||||||
| 200 NELSON FERRY RD SUITE B | DECATUR | GA | 30030 | PC | GENERAL FUND, ATLANTA AND ORANGE COUNTY | $25,000 | |
| THE NATIONAL MUSEUM OF EDUCATION IN PARTNERSHIP FOR AMERICAS FUTURE | |||||||
| 80 W BOWERY ST STE 305 | AKRON | OH | 44308 | PC | GENERAL FUND | $25,000 | |
| THE SALVATION ARMY | |||||||
| 1000 CENTER PLACE | NORCROSS | GA | 30093 | PC | GREATER ATLANTA | $10,000 | |
| THE VILLAGE NETWORK | |||||||
| 2000 NOBLE DRIVE | WOOSTER | OH | 44691 | PC | GENERAL FUND | $10,000 | |
| THE VILLAGE PROJECT | |||||||
| PO BOX 40023 | BAY VILLAGE | OH | 44140 | PC | GENERAL FUND | $10,000 | |
| TOWARDS EMPLOYMENT INC | |||||||
| 1255 EUCLID AVE STE 300 | CLEVELAND | OH | 44115 | PC | GENERAL FUND | $5,000 | |
| URBAN VISION | |||||||
| 749 BLAINE AVE | AKRON | OH | 44310 | PC | GENERAL FUND | $13,000 | |
| WELLSPRING LIVING | |||||||
| 100 EDGEWOOD AVE STE 750 | ATLANTA | GA | 30303 | PC | GENERAL FUND | $25,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | GENERAL FUND | $70,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | GENERAL FUND | $10,000 | |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | PC | YOUNG LIFE NOBLESVILLE | $2,500 | |
| YOUR MOVE COLLECTIVE INC | |||||||
| 4400 N PKWY STE 100 | ALPHARETTA | GA | 30022 | PC | GENERAL FUND | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,976,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,273 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,575,305 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,663,578 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,663,578 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $4,700 | Amt |
| Net Investment Income | $2,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,350 | DisbursementsCharitablePrpsAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THERE WAS A SUBSTANTIAL CONTRACTION THIS YEAR OF THAN MORE 25% OF THE FAIR MARKET VALUE OF BEGINNING OF YEAR ASSETS. THE GRANTS CREATING THE CONTRACTION WERE ALL MADE TO QUALIFYING PUBLIC CHARITIES. THERE HAS BEEN NO FORMAL LIQUIDATION OR TERMINATION MADE. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $920 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OHIO CHARITABLE REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $400 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $8,939 | Amt |
| Net Investment Income | $4,470 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,469 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $252 | $252 | $0 |
| EXCISE TAX | $57,000 | $0 | $0 |
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