BETA

KAZRUS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KAZRUS FOUNDATION (EIN 20-1762096)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-10
IRS object ID
202343149349102109
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-10T14:58:45-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12601 CAMBRIDGE CT STE 300AddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201762096EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAZRUS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAZRBusinessNameControlTxt
Phone8668463600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PLANTE MORAN TRUST NA PO BOX 3910AddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN DUDASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8668463600PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastDUDASPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAUREEN ASTAPreparerPersonNm
PTINP01321355PTIN
Phone2483757100PhoneNum
Preparation2023-11-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,849,703FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$138,595DividendsRevAndExpnssAmt
Dividends Net Invst Incm$138,595DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,075,562NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,601,942GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,075,562CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,214,157TotalRevAndExpnssAmt
Total Net Invst Incm$2,214,157TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,900AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,900AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,932OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,966OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,966OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$11,881TaxesRevAndExpnssAmt
Taxes Net Invst Incm$610TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$600OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,213TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,476TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,866TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,617,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,617,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,643,213TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,476TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,623,866TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$429,056ExcessRevenueOverExpensesAmt
Net Investment Income$2,206,681NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$61,145SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$62,620SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$62,620SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$803CorporateStockBOYAmt
Corporate Stock EOY$8CorporateStockEOYAmt
Corporate Stock EOYFMV$2,668,704CorporateStockEOYFMVAmt
Other Investments BOY$1,564,224OtherInvestmentsBOYAmt
Other Investments EOY$1,137,498OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,118,379OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,626,172TotalAssetsBOYAmt
Total Assets EOY$1,200,126TotalAssetsEOYAmt
Total Assets EOYFMV$3,849,703TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,626,172RetainedEarningBOYAmt
Retained Earning EOY$1,200,126RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,626,172TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,200,126TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,626,172TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,200,126TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,626,172TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$429,056ExcessRevenueOverExpensesAmt
Other Increases$3,010OtherIncreasesAmt
Subtotal$1,200,126SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,200,126TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY-TRADED SECURITIES$2,585,704$526,380$2,059,324$2,059,324
CAPITAL GAINS DIVIDENDS$16,238$16,238$16,238P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,075,562CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30,673InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30,673SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30,673TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$32,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$39,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$8,927OverpaymentAmt
Applied To ES Tax$8,927AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCO PLANTE MORAN TRUST NAIndividualWithBooksNm
Phone8668463600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3910AddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480373910ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN DUDAS
C/O PLANTE MORAN TRUST NA PO BOX3910SOUTHFIELDMI480373910PRESIDENT1.00$0$0$0
DAVID DUDAS
C/O PLANTE MORAN TRUST NA PO BOX3910SOUTHFIELDMI480373910SECRETARY AND TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,753,969AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$304,169AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,058,138TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,058,138AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$75,872CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,982,266NetVlNoncharitableAssetsAmt
Minimum Investment Return$249,113MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$249,113MinimumInvestmentReturnAmt
Tax Based On Investment Income$30,673TaxBasedOnInvestmentIncomeAmt
Total Tax$30,673TotalTaxAmt
Distributable Before Adj$218,440DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$218,440DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$218,440DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,623,866ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,623,866QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$218,440DistributableAsAdjustedAmt
Undistributed Income PY$29,895UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,623,866QualifyingDistributionsAmt
Applied To Year1$29,895AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$218,440AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,375,531RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,375,531TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,375,531ExcessDistriCyovToNextYrAmt
Excess From Current Year$2,375,531ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADRIAN COLLEGE
110 S MADISON STADRIANMI49221PCGENERAL FUND$60,000
CARING FOR KIDS
650 GRAHAM RD STE 101CUYAHOGA FLSOH44221PCGENERAL FUND$25,000
CHRIST CHILD SOCIETY OF AKRON
PO BOX 13411AKRONOH44334PCGENERAL FUND$7,000
COVENANT HOUSE GEORGIA
PO BOX 94465ATLANTAGA30377PCGENERAL FUND$55,000
CURE CHILDHOOD CANCER
1117 PERIMETER CENTER WEST SUITATLANTAGA30338PCGENERAL FUND$35,000N-402
DAYTON WORKFORCE PARTNERSHIPS
1808 SULKY TRLMIAMISBURGOH45342PCGENERAL FUND$20,000
EAGLE RANCH INC
PO BOX 7200CHESTNUT MOUNTAINGA30502PCGENERAL FUND$45,000
FAMILY PROMISE OF FORSYTH COUNTY INC
PO BOX 3305CUMMINGGA30028PCGENERAL FUND$10,000
FILL THIS HOUSE
547 EAST WASHINGTON STREETCHAGRIN FALLSOH44022PCGENERAL FUND$32,500
FOLDS OF HONOR
5800 N PATRIOT DRIVEOWASSOOK74055PCGENERAL FUND$50,000
GOSHEN VALLEY FOUNDATION
505 BROWN INDUSTRIAL PKWY SUITE 200CANTONGA30114PCGENERAL FUND$71,000
HAVEN OF REST MINISTRIES
PO BOX 547AKRONOH44309PCGENERAL FUND$25,000
HILLSDALE COLLEGE
33 EAST COLLEGE STREETHILLSDALEMI49242PCGENERAL FUND$25,000
HOMEBOY INDUSTRIES
130 W BRUNO STREETLOS ANGELESCA90012PCGENERAL FUND$20,000
KIDSAVE INTERNATIONAL
5165 MACARTHUR BLVD NWWASHINGTONDC20016PCGENERAL FUND$150,000
LUTHERAN METROPOLITAN MINISTRY
1468 WEST 25TH STREETCLEVELANDOH44113PCGENERAL FUND$200,000
MERCURY ONE INC
350 E ROYAL LANE SUITE 119IRVINGTX75039PCGENERAL FUND$15,000
MI WORK MATTERS
19215 MERRIMAN ROADLIVONIAMI48152PCGENERAL FUND$7,500
MUST MINISTRIES
PO BOX 1717MARIETTAGA30061PCGENERAL FUND$55,000
NO LONGER BOUND
2735 PINE GROVE RDCUMMINGGA30041PCGENERAL FUND$65,000
NORTH POINT MINISTRIES
4350 NORTH POINT PARKWAYALPHARETTAGA30022PCFOSTERING TOGETHER$257,000
OPERATION SMILE
6435 TIDEWATER DRIVENORFOLKVA23509PCGENERAL FUND$5,000
PRISON FELLOWSHIP MINISTRIES
44180 RIVERSIDE DRIVELANSDOWNEVA20176PCGENERAL FUND$20,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607PCGENERAL FUND$126,000
SAN MIGUEL SCHOOLS
1954 W 48TH STREETCHICAGOIL60609PCGENERAL FUND$25,000
SHRINERS HOSPITALS FOR CHILDREN
2900 ROCKY POINT DRTAMPAFL33607PCGENERAL FUND$15,000
SILVER LAKE CONFERENCE CENTER
223 LOW ROADSHARONCT06069PCGENERAL FUND$4,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105PCGENERAL FUND$100,000
STANDUP FOR KIDS
200 NELSON FERRY RD SUITE BDECATURGA30030PCGENERAL FUND, ATLANTA AND ORANGE COUNTY$25,000
THE NATIONAL MUSEUM OF EDUCATION IN PARTNERSHIP FOR AMERICAS FUTURE
80 W BOWERY ST STE 305AKRONOH44308PCGENERAL FUND$25,000
THE VILLAGE NETWORK
2000 NOBLE DRIVEWOOSTEROH44691PCGENERAL FUND$10,000
TOWARDS EMPLOYMENT INC
1255 EUCLID AVE STE 300CLEVELANDOH44115PCGENERAL FUND$5,000
URBAN VISION
749 BLAINE AVEAKRONOH44310PCGENERAL FUND$13,000
WELLSPRING LIVING
100 EDGEWOOD AVE STE 750ATLANTAGA30303PCGENERAL FUND$25,000
WOUNDED WARRIOR PROJECT
4899 BELFORT RD SUITE 300JACKSONVILLEFL32256PCGENERAL FUND$10,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901PCYOUNG LIFE NOBLESVILLE$7,000
ONE BISTRO INC
87 EAST MAIN STREETXENIAOH45385PCGENERAL FUND$10,000
DRAKE HOUSE INC
10500 CLARA DRIVEROSWELLGA30075PCGENERAL FUND$32,000
HATTIE LARLHAM COMMUNITY SERVICES
9772 DIAGONAL RDMANTUAOH44255PCGENERAL FUND$10,000
COVENANT HOUSE
461 EIGHT AVENUENEW YORKNY10001PCGENERAL FUND$150,000
MERCY SHIPS
PO BOX 2020LINDALETX75771PCGENERAL FUND$100,000
CHOOSE MENTAL HEALTH
870 W CENTER STOREMUT84057PCGENERAL FUND$5,000
CHRIS 180 INC
1030 FAYETTEVILLE RD SEATLANTAGA30316PCGENERAL FUND$25,000
DOWN SYNDROME ASSOC OF ATLANTA
2221 PEACHTREE STREET NE STE D 226ATLANTAGA30309PCGENERAL FUND$65,000
INDIA GOSPEL LEAGUE INC NORTH AMERICA
PO BOX 356HUDSONOH44236PCGENERAL FUND$10,000
EDGE LEARNING INC
92 N UNION STAKRONOH44304PCGENERAL FUND$127,000
IT TAKES A VILLAGE CHICAGO INC
318 W GRAND AVECHICAGOIL60654PCGENERAL FUND$5,000
AKROS MIDDLE SCHOOL
92 N UNION STAKRONOH44304PCGENERAL FUND$223,000
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001PCGENERAL FUND$70,000
CHARITY NAVIGATOR
299 MARKET ST 250 SUITE 101SADDLE BROOKNJ07663PCGENERAL FUND$10,000
ELIZABETH'S NEW LIFE CENTER
2201 N MAIN STDAYTONOH45405PCGENERAL FUND$50,000
ODYSSEY FAMILY COUNSELING CENTER CORPORATION
1919 JOHN WESLEY AVECOLLEGE PARKGA30337PCGENERAL FUND$10,000
SHEPHERDS HILLS ACADEMY
2200 PRICE RDMARTINGA30557PCGENERAL FUND$35,000
DOWN SYNDROME ASSOCIATION OF CENTRAL OHIO
510 E NORTH BROADWAY 4TH FLOORCOLUMBUSOH43214PCGENERAL FUND$25,000
BOYS AND GIRLS CLUB OF NORTHEAST OHIO
4111 PEARL AVELORAINOH44055PCGENERAL FUND$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,617,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$138,595ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,075,562ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,214,157ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,214,157TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$3,800Amt
Net Investment Income$1,900NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,900DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (5 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
EXPENDITURE RESPONSIBILITY STATEMENTEXPENDITURE RESPONSIBILITY STATEMENTGRANTEE'S NAME: CERTGROUP FOUNDATIONGRANTEE'S ADDRESS: 145 CASCADE AVE, ALPINE, UT 84004GRANT AMOUNT: $10,000DATE OF GRANT: 6/19/15AMOUNT EXPENDED: $10,000PURPOSE OF GRANT: PROVIDE FINANCIAL ASSISTANCE TO NEEDY FAMILIES TO START AND/OR TO COMPLETE RESIDENTIAL TREATMENT FOR THEIR CHILDDATES OF REPORTS BY GRANTEE: NOVEMBER 2023ANY DIVERSION BY GRANTEE: NO REASON TO BELIEVE ANY DIVERSION HAS OCCURRED.
EXPENDITURE RESPONSIBILITY STATEMENTEXPENDITURE RESPONSIBILITY STATEMENTGRANTEE'S NAME: CERTGROUP FOUNDATIONGRANTEE'S ADDRESS: 145 CASCADE AVE, ALPINE, UT 84004GRANT AMOUNT: $5,000DATE OF GRANT: 10/18/16AMOUNT EXPENDED: $5,000PURPOSE OF GRANT: PROVIDE FINANCIAL ASSISTANCE TO NEEDY FAMILIES TO START AND/OR TO COMPLETE RESIDENTIAL TREATMENT FOR THEIR CHILDDATES OF REPORTS BY GRANTEE: NOVEMBER 2023ANY DIVERSION BY GRANTEE: NO REASON TO BELIEVE ANY DIVERSION HAS OCCURRED.
EXPENDITURE RESPONSIBILITY STATEMENTEXPENDITURE RESPONSIBILITY STATEMENTGRANTEE'S NAME: CERTGROUP FOUNDATIONGRANTEE'S ADDRESS: 145 CASCADE AVE, ALPINE, UT 84004GRANT AMOUNT: $5,000DATE OF GRANT: 9/29/17AMOUNT EXPENDED: $5,000PURPOSE OF GRANT: PROVIDE FINANCIAL ASSISTANCE TO NEEDY FAMILIES TO START AND/OR TO COMPLETE RESIDENTIAL TREATMENT FOR THEIR CHILDDATES OF REPORTS BY GRANTEE: NOVEMBER 2023ANY DIVERSION BY GRANTEE: NO REASON TO BELIEVE ANY DIVERSION HAS OCCURRED.
EXPENDITURE RESPONSIBILITY STATEMENTEXPENDITURE RESPONSIBILITY STATEMENTGRANTEE'S NAME: CERTGROUP FOUNDATIONGRANTEE'S ADDRESS: 145 CASCADE AVE, ALPINE, UT 84004GRANT AMOUNT: $5,000DATE OF GRANT: 7/13/18AMOUNT EXPENDED: $5,000PURPOSE OF GRANT: PROVIDE FINANCIAL ASSISTANCE TO NEEDY FAMILIES TO START AND/OR TO COMPLETE RESIDENTIAL TREATMENT FOR THEIR CHILDDATES OF REPORTS BY GRANTEE: NOVEMBER 2023ANY DIVERSION BY GRANTEE: NO REASON TO BELIEVE ANY DIVERSION HAS OCCURRED.
EXPENDITURE RESPONSIBILITY STATEMENTEXPENDITURE RESPONSIBILITY STATEMENTGRANTEE'S NAME: CERTGROUP FOUNDATIONGRANTEE'S ADDRESS: 145 CASCADE AVE, ALPINE, UT 84004GRANT AMOUNT: $5,000DATE OF GRANT: 10/22/19AMOUNT EXPENDED: $5,000PURPOSE OF GRANT: PROVIDE FINANCIAL ASSISTANCE TO NEEDY FAMILIES TO START AND/OR TO COMPLETE RESIDENTIAL TREATMENT FOR THEIR CHILDDATES OF REPORTS BY GRANTEE: NOVEMBER 2023ANY DIVERSION BY GRANTEE: NO REASON TO BELIEVE ANY DIVERSION HAS OCCURRED.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
12772 SHS PEPSICO INC$8$2,307,390
2821 SHS YUM BRANDS INC$0$361,314

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
1,240.383 SHS T. ROWE PRICE MID CAP GROWTH FUNDAT COST$48,926$110,270
17,609.6090 SHS PIMCO INCOME INSTITUTIONAL FUNDAT COST$199,331$182,259
2,323.6210 SHS MFS INTERNATIONAL VALUEAT COST$63,279$83,046
1,965.1360 SHS VANGUARD DEVELOPED MARKETS INDEX ADMIRAL FUNDAT COST$76,336$82,477
21,342.5530 SHS METROPOLITAN WEST TOTAL RETURN BONDAT COST$231,005$192,937
1,911.176 SHS AMERICAN FUNDS EUROPACIFIC GROWTH F3AT COST$105,000$93,801
651.747 SHS DELAWARE GROUP VALUE FD INCAT COST$30,000$44,632
34,736.7680 SHS FEDERATED HERMES INSTITUTIONALAT COST$383,621$328,957

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOHIO CHARITABLE REGISTRATION FEEDesc
Revenue And Expenses Per Books$600RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCESDesc
Amt$3,010Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Amt$9,932Amt
Net Investment Income$4,966NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,966DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$610$610$0
EXCISE TAX$11,271$0$0

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