2023-10-13T14:59:44-05:00 2022-11-30 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990PF 2021-12-01 050502562 THE CHARLES & AGNES KAZARIAN FOUNDATION C/O PAUL B KAZARIAN CHAR 4018616160 1629 K STREET NW SUITE 300 WASHINGTON DC 20006 POWER OF ATTORNEY FOR CHAIRMANPRES PRESIDENT 4018616160 2023-10-13 0 POWER OF ATTORNEY FOR CHAI 999009999 HEATHER MEDEIROS CPA P00458639 5085431720 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X X 208292556 X 15146 103866 103866 103866 399921 399921 399921 0 0 5757779 0 120 6276712 503787 503907 0 0 0 0 49000 4900 0 44100 20194 2020 0 18174 4087 409 0 3678 21556 0 21556 5247 525 0 4722 7212107 51032 0 7161075 7312191 58886 21556 7231749 0 0 7312191 58886 21556 7231749 -1035479 444901 482351 4416419 499761 499761 80000000 80000000 80000000 80000000 22971 0 22971 22971 22971 4932 5125 5125 0 32757506 32817185 345838 345838 276600 36760000 6905080 7023931 14514595 126844 14409307 14387751 14387751 72044799 73165455 73259232 208004266 208089487 208292556 44 0 44 X 0 0 0 0 208004266 208089443 208004266 208089443 208004266 208089487 208004266 -1035479 1120656 208089443 0 208089443 6184 0 6184 0 6184 27596 0 0 0 27596 0 21412 21412 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 0 1 0 0 0 1 N/A KAZARIAN FOUNDATION 2126602000 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. 1078971 ACTIVITY TWOCOMMUNITY 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. 3149098 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. 1738264 ACTIVITY FOUREDUCATION - A. GOVERNMENT FINANCIAL MANAGEMENT EDUCATION: DEVELOP AND CULIVATE INITATIVES TO EDUCATE KEY STAKEHODLERS 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 UNIVERITY EDUCATION. B. CULTURAL HERITAGE EDUCATIONAL INITIVATES: DEVELOP AND CULTIVATE INITATIVES TO EDUCATE COMMUNITIES ON THE WISDOMS TO BE GAINED BY STUDYING AND UNDERSTANDING CULTURAL HERITAGE. ALSO, PROTECTING VALAUBLE CULTURAL HERITAGE ARTIFACTS TO BE USED IN EDUCATION INITIATIVES. C. OTHER: PARTNER ON PROGRAM THAT PROVIDED MORE THAN $135 MILLION IN MICROLOANS TO MORE THAN 1.26 MILLION POVERTY STRICKEN CLIENTS TO ATTEND SCHOOL WITH 99% LITERACY RATE. 1256351 0 39087021 2235057 0 41322078 0 0 41322078 619831 40702247 2035112 X 7231749 0 7231749 2000-03-17 X 482351 147154 400979 886241 1916725 409998 125081 340832 753305 1629216 7231749 6444700 6878406 5944767 26499622 5757659 4846286 4824545 3034005 18462495 1474090 1598414 2053861 2910762 8037127 0 0 1356741 1397421 1458325 1530787 5743274 0 0 0 0 PAUL B KAZARIAN X 0 0 14 103866 14 399921 01 5757779 0 6261566 0 6261566 0 0 0 0 0 0 0 0 0 0 X X 1 PAUL B KAZARIAN FAMILY CHARITABLE FOUNDATION 1130 TEN ROD ROAD E-304 NORTH KINGSTOWN RI 02852 15146 X OFFICE FURNITURE 2017-07-01 191129 86008 ADS 10.000000000000 19113 0 19113 AV EQUIPMENT 2017-08-16 19505 17555 ADS 5.000000000000 1950 0 1950 LANDSCAPING 2018-10-15 20690 NC 15.000000000000 0 0 0 FURNITURE 2017-12-07 4928 1725 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 276600 32757506 32817185 0 0 GROUP A - FID TIME DEPOSITS AT COST 2550000 2550000 GROUP A - FID CALL DEPOSITS AT COST 502000 506084 GROUP A - SOVEREIGN BONDS AT COST 950300 973933 GROUP B - SOVEREIGN BONDS AT COST 2902780 2993914 OFFICE FURNITURE 191129 105121 86008 AV EQUIPMENT 19505 19505 0 LANDSCAPING 20690 0 20690 FURNITURE 4928 2218 2710 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 1718798 1729217 1729217 PROGRAM RELATED INVESTMENT - C 1000000 1000000 1000000 PROGRAM RELATED INVESTMENT - D 3138861 3149098 3149098 PROGRAM RELATED INVESTMENT - E 86002 86002 86002 PROGRAM RELATED INVESTMENT - F 1138 1138 1138 PROGRAM RELATED INVESTMENT - G 2100000 2100000 2178384 PROGRAM RELATED INVESTMENT - H 1300000 2400000 2415393 BANK & INVESTMENT FEES 33832 33832 0 0 DIRECT PROGRAM EXPENSE 262943 0 0 262943 INSURANCE 11034 1103 0 9931 OFFICE EXPENSE 13143 13143 0 0 FILING FEES 11928 2863 0 9065 PRI 6878315 0 0 6878315 TELEPHONE 912 91 0 821 PRIOR YEAR PRIS REPAID 5757659 0 0 PROGRAM INCOME 120 0 120 NET EXPENDITURE FOR PROGRAM RELATED INVESTMENT - CURRENT YEAR 1120656 PAYROLL TAXES 4087 409 0 3678