2024-10-15T16:08:36-05:00 2023-11-30 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990PF 2022-12-01 050502562 THE CHARLES & AGNES KAZARIAN FOUNDATION CHAR 2024499600 1629 K STREET NW SUITE 300 WASHINGTON DC 20006 PAUL B KAZARIAN PRESIDENT 2024499600 2024-10-15 0 0 HEATHER MEDEIROS CPA P00458639 5085431720 2022 2024-10-15 13:58:12Z X 210444342 X X 318800 318800 318800 251718 251718 251718 1211183 83581357 1211183 1324826 7764672 0 0 9546373 1781701 1895344 0 0 0 0 49000 4900 0 44100 24026 2403 0 21623 4050 405 0 3645 19606 0 19606 5484 548 0 4936 9454835 47857 0 9406978 9557001 56113 19606 9481282 0 0 9557001 56113 19606 9481282 -10628 1725588 1875738 499761 242664 242664 80000000 80000000 80000000 80000000 22971 0 22971 22971 22971 5125 5125 5125 32757506 35973082 36401322 345838 345838 423750 6905080 4069214 4234547 14514595 146450 14387751 14368145 14368145 73165455 74427707 74745818 208089487 209454746 210444342 44 35 44 35 X 0 0 0 0 208089443 209454711 208089443 209454711 208089487 209454746 208089443 -10628 1375896 209454711 0 209454711 US TREASURY BILL P 2022-11-14 2022-12-13 6510000 6491838 18162 18162 US TREASURY BILL P 2022-12-13 2023-01-10 4580000 4567308 12692 12692 US TREASURY BILL P 2023-01-10 2023-02-07 6200000 6179930 20070 20070 US TREASURY BILL P 2022-11-14 2023-02-09 11393000 11281766 111234 111234 US TREASURY BILL P 2022-12-13 2023-03-16 1000000 989248 10752 10752 US TREASURY BILL P 2022-11-14 2023-05-11 2677000 2618929 58071 58071 US TREASURY BILL P 2023-05-11 2023-11-09 2677000 2611493 65507 65507 US TREASURY BILL P 2022-11-14 2022-12-13 864000 861601 2399 2399 US TREASURY BILL P 2022-12-13 2023-01-10 864000 861632 2368 2368 US TREASURY BILL P 2023-01-09 2023-02-07 864000 861211 2789 2789 US TREASURY BILL P 2022-11-14 2023-02-09 1512000 1497245 14755 14755 US TREASURY BILL P 2022-11-14 2023-05-11 1512000 1479197 32803 32803 US TREASURY BILL P 2023-02-06 2023-08-03 864000 844077 19923 19923 US TREASURY BILL P 2023-02-09 2023-08-10 1923000 1877365 45635 45635 US TREASURY BILL P 2023-05-11 2023-11-09 1515000 1477905 37095 37095 US TREASURY BILL P 2022-11-14 2023-05-11 8716000 8526930 189070 189070 US TREASURY BILL P 2022-12-15 2023-05-15 1000000 977224 22776 22776 US TREASURY BILL P 2023-03-15 2023-07-11 1000000 984790 15210 15210 US TREASURY BILL P 2023-02-09 2023-08-10 12024000 11738627 285373 285373 US TREASURY BILL P 2023-02-06 2023-08-03 6200000 6056881 143119 143119 US TREASURY BILL P 2023-05-11 2023-11-09 8800000 8584977 215023 215023 PRI - LOSS ON MATURITY P 2017-11-30 2023-11-30 886357 1000000 -113643 -113643 1211183 1324826 23986 0 23986 0 23986 21412 0 9000 0 30412 0 6426 6426 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 0 1 0 0 0 1 N/A KAZARIAN FOUNDATION 2024499600 1629 K STREET WASHINGTON DC 20006 1 SZ 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 PAUL B KAZARIAN 1629 K STREET NW SUITE 300 WASHINGTON DC 20006 CHAIRMAN/PRESIDENT 50.00 0 0 0 NONE 0 NONE 0 ACTIVITY ONEGOVERNMENT FINANCIAL PERFORMANCE - JI-ANALYTICS (JIA): JI-ANALYTICS IS THE WORLD'S BEST GOVERNMENT FINANCIAL PERFORMANCE BENCHMARKING FIRM. JIA CREATES THE WORLD'S BEST HIGH VALUE-ADD FINANCIAL PERFORMANCE ANALYTICS ON SOVEREIGN AND REGIONAL GOVERNMENTS FOR BOTH SINGLE GOVERNMENT HISTORICAL BENCHMARKING AND PEER GOVERNMENT BENCHMARKING. AS JIA STATES, "WE, OUR CUSTOMERS, AND OUR CLIENTS CARE ABOUT GOVERNMENT FINANCIAL PERFORMANCE BENCHMARKING AND THE CITIZENS' WEALTH FRAMEWORK, BECAUSE GOVERNMENT FINANCIAL DECISIONS DIRECTLY AFFECT THE PROBABILITY OF DEBT, CURRENCY, AND FINANCIAL CRISES, WHICH HAVE A DISPROPORTIONALLY LARGE IMPACT ON SOCIETY'S MOST DISADVANTAGED." JIA'S CITIZENS' WEALTH FRAMEWORK (CWF) IS BOTH "A QUANTUM LEAP IN GOVERNMENT FINANCIAL PERFORMANCE MANAGEMENT AND "THE GREATEST ADVANCE IN SOVEREIGN RISK ANALYSIS". SEE WWW.JIANALYTICS.COM. 1082143 ACTIVITY TWOEDUCATION - A. GOVERNMENT FINANCIAL MANAGEMENT EDUCATION: DEVELOP AND CULIVATE INITIATIVES TO EDUCATE KEY STAKEHOLDERS AND THEIR CONSTITUENTS ON GOVERNMENT FINANCIAL MANAGEMENT, PERFORMANCE, AND HISTORICAL/PEER BENCHMARKING (GFM EDUCATION). GFM EDUCATIONAL VENUES INCLUDE GLOBAL CONFERENCES, WEB-BASED EDUCATION, EXECUTIVE EDUCATION, AND ELEMENTARY SCHOOL TO UNIVERSITY EDUCATION. B. KAZARIAN CENTER FOR PUBLIC FINANCIAL MANAGEMENT: PRODUCE AND DISSEMINATE PUBLIC FINANCIAL MANAGEMENT RESEARCH, DATA, BEST PRACTICES, AND EVENTS TO EDUCATE KEY STAKEHOLDERS AND CITIZENS ON THE IMPORTANCE OF GOVERNMENT FINANCIAL PERFORMANCE AND GOVERNMENT TOTAL BALANCE SHEET LITERACY. C. CULTURAL HERITAGE EDUCATIONAL INITIATIVES: DEVELOP INITIATIVES, ESPECIALLY FILM AND NEW MEDIA CONTENT, TO EDUCATE COMMUNITIES ON THE WISDOMS TO BE GAINED BY STUDYING AND UNDERSTANDING CULTURAL HERITAGE AND PROTECT VALUABLE CULTURAL HERITAGE ARTIFACTS. 2469388 ACTIVITY THREECOMMUNITY DEVELOPMENT FINANCE - MIDWESTERN US: MISSION - PROVIDE FINANCING FOR ECONOMICALLY DISTRESSED NEIGHBORHOODS AND THOSE WHO OTHERWISE LACK ACCESS TO TRADITIONAL FINANCIAL SERVICES. SERVING THE UNDERSERVED AND PROVIDING FOR NEIGHBORHOOD REVITALIZATION. EXAMPLES - EMPOWERING THE VIBRANCY OF LOCAL BUSINESSES AND FAMILIES THROUGH COMMUNITY DEVELOPMENT INVESTMENTS, COMMUNITY DEVELOPMENT LOANS, COMMUNITY STEWARDSHIP LOANS, AND SMALL AND MIDSIZE BUSINESS LOANS. SUPPORTING SMALL BUSINESS OWNERS AND NONPROFIT ORGANIZATIONS IN LOW TO MODERATE INCOME COMMUNITIES, BY ACTIVELY ENGAGING IN LENDING AND ECONOMIC OPPORTUNITIES THAT DELIVER NEEDED CAPITAL, INSPIRING CONTINUED SUCCESS AND ULTIMATELY HELPING NEIGHBORHOODS THRIVE. 1783248 ACTIVITY FOURCOMMUNITY DEVELOPMENT FINANCE - NORTHEASTERN US: MISSION - PROVIDE FINANCING FOR ECONOMICALLY DISTRESSED NEIGHBORHOODS AND THOSE WHO OTHERWISE LACK ACCESS TO TRADITIONAL FINANCIAL SERVICES. EXAMPLES - HELPING FAMILIES ON THE VERGE OF FORECLOSURE, THROUGH NO FAULT OF THEIR OWN. HELPING PEOPLE RECOGNIZE THE DREAM OF HOMEOWNERSHIP THROUGH INNOVATIVE PROGRAMS. HELPING MUNICIPALITIES BY PROVIDING SERVICE AND SUPPORT WHEN NEEDED. HELPING MUNICIPALITIES BY BECOMING A TRUSTED FINANCIAL PARTNER AND VALUED RESOURCE. SUPPORTING THE COMMUNITY ORGANIZATIONS THAT WORK HARD EVERY DAY TO CARRY OUT THEIR MISSION TO IMPROVE THE LIVES OF THOSE WHO LIVE AND WORK IN THE COMMUNITY. 4149054 0 40880951 708161 0 41589112 0 0 41589112 623837 40965275 2048264 X 9481282 0 9481282 2000-03-17 X 1875738 482351 147154 400979 2906222 1594377 409998 125081 340832 2470289 9481282 7231749 6444700 6878406 30036137 7764672 5757659 4846286 4824545 23193162 1716610 1474090 1598414 2053861 6842975 0 0 1365509 1356741 1397421 1458325 5577996 0 0 0 0 PAUL B KAZARIAN X 0 0 14 318800 14 251718 14 7764672 18 1211183 0 9546373 0 9546373 0 0 0 0 0 0 0 0 0 0 OFFICE FURNITURE 2017-07-01 191129 105121 ADS 10.000000000000 19113 0 19113 AV EQUIPMENT 2017-08-16 19505 19505 ADS 5.000000000000 0 0 0 LANDSCAPING 2018-10-15 20690 NC 15.000000000000 0 0 0 FURNITURE 2017-12-07 4928 2218 ADS 10.000000000000 493 0 493 OFFICE BUILDING 2017-06-08 6266002 NC 40.000000000000 0 0 0 LAND 2017-06-08 7704114 L 0 0 0 FURNITURE 2017-06-08 282547 NC 10.000000000000 0 0 0 LANDSCAPING 2019-11-30 20322 NC 15.000000000000 0 0 0 FURNITURE 2019-02-13 5358 NC 10.000000000000 0 0 0 THE CHARLES & AGNES KAZARIAN FOUNDATION IS NOT REQUIRED TO FILE FORM 990-PF WITH THE DELAWARE ATTORNEY GENERAL SINCE THE FOUNDATION HAS NO ACTIVITIES CONDUCTED IN THE STATE OF DELAWARE. UBS AG 345838 423750 35973082 36401322 0 0 GROUP A - SOVEREIGN BONDS AT COST 1166434 1212433 GROUP B - SOVEREIGN BONDS AT COST 2902780 3022114 OFFICE FURNITURE 191129 124234 66895 AV EQUIPMENT 19505 19505 0 LANDSCAPING 20690 0 20690 FURNITURE 4928 2711 2217 OFFICE BUILDING 6266002 0 6266002 LAND 7704114 0 7704114 FURNITURE 282547 0 282547 LANDSCAPING 20322 0 20322 FURNITURE 5358 0 5358 ECONOMIC INTEREST IN PROFIT PARTICIPATION 21000000 21000000 21000000 PROGRAM RELATED INVESTMENT - A 41700000 41700000 41700000 PROGRAM RELATED INVESTMENT - B 1729217 1774753 1774753 PROGRAM RELATED INVESTMENT - C 1000000 0 0 PROGRAM RELATED INVESTMENT - D 3149098 4149054 4149054 PROGRAM RELATED INVESTMENT - E 86002 86002 86002 PROGRAM RELATED INVESTMENT - F 1138 1138 1138 PROGRAM RELATED INVESTMENT - G 2100000 3316760 3506030 PROGRAM RELATED INVESTMENT - H 2400000 2400000 2528841 BANK & INVESTMENT FEES 21919 21919 0 0 DIRECT PROGRAM EXPENSE 254131 0 0 254131 INSURANCE 1555 155 0 1400 OFFICE EXPENSE 22502 22502 0 0 FILING FEES 13327 3198 0 10129 PRI 9140567 0 0 9140567 TELEPHONE 834 83 0 751 PRIOR YEAR PRIS REPAID 7764672 0 0 NET EXPENDITURE FOR PROGRAM RELATED INVESTMENT - CURRENT YEAR 1375896 PAYROLL TAXES 4050 405 0 3645