KAZRUS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KAZRUS FOUNDATION (EIN 20-1762096)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202221309349102612
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T10:42:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 500 | 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 | 2021-01-01 | 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 | 480373910 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN DUDAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8668463600 | PhoneNum |
| Signature | 2022-05-06 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAUREEN ASTA | PreparerPersonNm |
| PTIN | P01321355 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2022-05-06 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,756,757 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $356,641 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $142,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $391,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $392,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $391,915 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $891,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $534,735 | 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 | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,641 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,821 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,820 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,545 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,045 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,420 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $262,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $262,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,386 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $269,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $608,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $526,269 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,145 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,145 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,386 | CorporateStockBOYAmt |
| Corporate Stock EOY | $803 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,827,847 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,341,135 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,564,224 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,867,765 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,371,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,626,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,756,757 | 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 | $1,371,669 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,626,172 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,371,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,626,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,371,669 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,626,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,371,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $608,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,943 | OtherIncreasesAmt |
| Subtotal | $1,982,602 | SubtotalAmt |
| Other Decreases | $356,430 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,626,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES | $350,545 | $794 | $349,751 | $349,751 | |
| CAPITAL GAINS DIVIDENDS | $42,164 | $42,164 | $42,164 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $391,915 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,644 | 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 | $3,644 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,671 | 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 | 0 | 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 (3 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 |
| BETTY DANCEY GODARD | |||||||||
| C/O PLANTE MORAN TRUST NA PO BOX | 3910 | SOUTHFIELD | MI | 480373910 | DIRECTOR | 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 | $5,919,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,729 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,982,669 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,982,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,892,929 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,315 | TotalTaxAmt |
| Distributable Before Adj | $287,331 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $287,331 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $287,331 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $269,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $269,420 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $287,331 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,984 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $269,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,984 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $257,436 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $29,895 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN DUDAS | ContributingManagerNm |
| Contributing Manager | DAVID DUDAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 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 | CHARITABLE CONTRIBUTION TO GENERAL FUND | $10,000 | |
| CARING FOR KIDS | |||||||
| 650 GRAHAM RD STE 101 | CUYAHOGA FLS | OH | 44221 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $3,000 | |
| COVENANT HOUSE GEORGIA | |||||||
| PO BOX 94465 | ATLANTA | GA | 30377 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $5,000 | |
| CURE CHILDHOOD CANCER | |||||||
| 1117 PERIMETER CENTER WEST SUIT | ATLANTA | GA | 30338 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $2,000 | N-402 |
| DAYTON WORKFORCE PARTNERSHIPS | |||||||
| 1808 SULKY TRL | MIAMISBURG | OH | 45342 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $5,000 | |
| EAGLE RANCH INC | |||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $5,000 | |
| FILL THIS HOUSE | |||||||
| 547 EAST WASHINGTON STREET | CHAGRIN FALLS | OH | 44022 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $7,500 | |
| FOLDS OF HONOR | |||||||
| 5800 N PATRIOT DRIVE | OWASSO | OK | 74055 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $5,000 | |
| GOSHEN VALLEY FOUNDATION | |||||||
| 505 BROWN INDUSTRIAL PKWY SUITE 200 | CANTON | GA | 30114 | PC | GENERAL FUND & NEW BEGINNINGS PROGRAM | $5,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | PC | EDUCATION AND GENERAL FUND | $3,000 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $2,000 | |
| KIDSAVE INTERNATIONAL | |||||||
| 5165 MACARTHUR BLVD NW | WASHINGTON | DC | 20016 | PC | GENERAL FUND | $15,000 | |
| LUTHERAN METROPOLITAN MINISTRY | |||||||
| 1468 WEST 25TH STREET | CLEVELAND | OH | 44113 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $3,000 | |
| MERCURY ONE INC | |||||||
| 350 E ROYAL LANE SUITE 119 | IRVING | TX | 75039 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $8,000 | |
| MI WORK MATTERS | |||||||
| 19215 MERRIMAN ROAD | LIVONIA | MI | 48152 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $5,000 | |
| MILTON FIRST RESPONDERS FOUNDATION | |||||||
| 980 BIRMINGHAM ROAD SUITE 501-200 | MILTON | GA | 30004 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $2,000 | |
| MUST MINISTRIES | |||||||
| PO BOX 1717 | MARIETTA | GA | 30061 | PC | TO HELP FUND HOUSING; CHEROKEE COUNTY HOUSING; ANNUAL GOLF FUNDRAISER | $10,000 | |
| NO LONGER BOUND | |||||||
| 2735 PINE GROVE RD | CUMMING | GA | 30041 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $15,000 | |
| NORTH POINT COMMUNITY CHURCH | |||||||
| 4350 NORTH POINT PARKWAY | ALPHARETTA | GA | 30022 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $19,000 | |
| OPERATION SMILE | |||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $2,000 | |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE DRIVE | LANSDOWNE | VA | 20176 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $3,000 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $6,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $15,000 | |
| SILVER LAKE CONFERENCE CENTER | |||||||
| 223 LOW ROAD | SHARON | CT | 06069 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $2,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $8,000 | |
| STANDUP FOR KIDS | |||||||
| 200 NELSON FERRY RD SUITE B | DECATUR | GA | 30030 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND AND ORANGE COUNTY | $20,000 | |
| THE NATIONAL MUSEUM OF EDUCATION IN PARTNERSHIP FOR AMERICAS FUTURE | |||||||
| 80 W BOWERY ST STE 305 | AKRON | OH | 44308 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $5,000 | |
| THE SALVATION ARMY | |||||||
| 1000 CENTER PLACE | NORCROSS | GA | 30093 | PC | METRO ATLANTA AREA COMMAND GRANT | $6,000 | |
| THE VILLAGE NETWORK | |||||||
| 2000 NOBLE DRIVE | WOOSTER | OH | 44691 | PC | GENERAL FUND | $9,000 | |
| TOWARDS EMPLOYMENT INC | |||||||
| 1255 EUCLID AVE STE 300 | CLEVELAND | OH | 44115 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $3,000 | |
| URBAN VISION | |||||||
| 749 BLAINE AVE | AKRON | OH | 44310 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $13,000 | |
| WELLSPRING LIVING | |||||||
| 100 EDGEWOOD AVE STE 750 | ATLANTA | GA | 30303 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $10,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $3,000 | |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | PC | YOUNG LIFE NOBLESVILLE | $1,000 | |
| CHRIST CHILD SOCIETY OF AKRON | |||||||
| PO BOX 13411 | AKRON | OH | 44334 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $5,000 | |
| FAMILY PROMISE OF FORSYTH COUNTY INC | |||||||
| PO BOX 3305 | CUMMING | GA | 30028 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $10,000 | |
| HAVEN OF REST MINISTRIES | |||||||
| PO BOX 547 | AKRON | OH | 44309 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $6,000 | |
| SAN MIGUEL SCHOOLS | |||||||
| 1954 W 48TH STREET | CHICAGO | IL | 60609 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $262,000 | 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 | $142,820 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $391,915 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $534,735 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $534,735 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SUSAN G DUDAS | ||||||
| 1 | C/O PLANTE MORAN TRUST NA PO BOX 39 | SOUTHFIELD | MI | 480373910 | $284,279 | Yes (X) |
| DAVID DUDAS | ||||||
| 2 | C/O PLANTE MORAN TRUST NA PO BOX 39 | SOUTHFIELD | MI | 480373910 | $72,362 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MARKETABLE SECURITIES | $284,279 | 2021-12-16 |
| 2 | MARKETABLE SECURITIES | $72,362 | 2021-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (5 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| EXPENDITURE RESPONSIBILITY STATEMENT | EXPENDITURE RESPONSIBILITY STATEMENT | GRANTEE'S NAME: CERTGROUP FOUNDATIONGRANTEE'S ADDRESS: 145 CASCADE AVE, ALPINE, UT 84004GRANT AMOUNT: $10,000DATE OF GRANT: 6/19/15AMOUNT EXPENDED: $0PURPOSE OF GRANT: PROVIDE FINANCIAL ASSISTANCE TO NEEDY FAMILIES TO START AND/OR TO COMPLETE RESIDENTIAL TREATMENT FOR THEIR CHILDDATES OF REPORTS BY GRANTEE: JUNE 2021ANY DIVERSION BY GRANTEE: NO REASON TO BELIEVE ANY DIVERSION HAS OCCURRED. |
| EXPENDITURE RESPONSIBILITY STATEMENT | EXPENDITURE RESPONSIBILITY STATEMENT | GRANTEE'S NAME: CERTGROUP FOUNDATIONGRANTEE'S ADDRESS: 145 CASCADE AVE, ALPINE, UT 84004GRANT AMOUNT: $5,000DATE OF GRANT: 10/18/16AMOUNT EXPENDED: $0PURPOSE OF GRANT: PROVIDE FINANCIAL ASSISTANCE TO NEEDY FAMILIES TO START AND/OR TO COMPLETE RESIDENTIAL TREATMENT FOR THEIR CHILDDATES OF REPORTS BY GRANTEE: JUNE 2021ANY DIVERSION BY GRANTEE: NO REASON TO BELIEVE ANY DIVERSION HAS OCCURRED. |
| EXPENDITURE RESPONSIBILITY STATEMENT | EXPENDITURE RESPONSIBILITY STATEMENT | GRANTEE'S NAME: CERTGROUP FOUNDATIONGRANTEE'S ADDRESS: 145 CASCADE AVE, ALPINE, UT 84004GRANT AMOUNT: $5,000DATE OF GRANT: 9/29/17AMOUNT EXPENDED: $0PURPOSE OF GRANT: PROVIDE FINANCIAL ASSISTANCE TO NEEDY FAMILIES TO START AND/OR TO COMPLETE RESIDENTIAL TREATMENT FOR THEIR CHILDDATES OF REPORTS BY GRANTEE: JUNE 2021ANY DIVERSION BY GRANTEE: NO REASON TO BELIEVE ANY DIVERSION HAS OCCURRED. |
| EXPENDITURE RESPONSIBILITY STATEMENT | EXPENDITURE RESPONSIBILITY STATEMENT | GRANTEE'S NAME: CERTGROUP FOUNDATIONGRANTEE'S ADDRESS: 145 CASCADE AVE, ALPINE, UT 84004GRANT AMOUNT: $5,000DATE OF GRANT: 7/13/18AMOUNT EXPENDED: $0PURPOSE OF GRANT: PROVIDE FINANCIAL ASSISTANCE TO NEEDY FAMILIES TO START AND/OR TO COMPLETE RESIDENTIAL TREATMENT FOR THEIR CHILDDATES OF REPORTS BY GRANTEE: JUNE 2021ANY DIVERSION BY GRANTEE: NO REASON TO BELIEVE ANY DIVERSION HAS OCCURRED. |
| EXPENDITURE RESPONSIBILITY STATEMENT | EXPENDITURE RESPONSIBILITY STATEMENT | GRANTEE'S NAME: CERTGROUP FOUNDATIONGRANTEE'S ADDRESS: 145 CASCADE AVE, ALPINE, UT 84004GRANT AMOUNT: $5,000DATE OF GRANT: 10/22/19AMOUNT EXPENDED: $0PURPOSE OF GRANT: PROVIDE FINANCIAL ASSISTANCE TO NEEDY FAMILIES TO START AND/OR TO COMPLETE RESIDENTIAL TREATMENT FOR THEIR CHILDDATES OF REPORTS BY GRANTEE: JUNE 2021ANY DIVERSION BY GRANTEE: NO REASON TO BELIEVE ANY DIVERSION HAS OCCURRED. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 23,105 SHS PEPSICO INC | $763 | $4,013,570 |
| 6,149 SHS YUM CHINA HLDGS INC | $40 | $306,466 |
| 3,657 SHS YUM BRANDS INC | $0 | $507,811 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,240.383 SHS T. ROWE PRICE MID CAP GROWTH FUND | AT COST | $48,926 | $145,633 |
| 3,960.536 SHS HARDING LOEVNER EMERGING MARKETS FUND CLASS I | AT COST | $68,063 | $97,271 |
| 8,648.946 SHS PIMCO INCOME INSTITUTIONAL FUND | AT COST | $100,368 | $103,268 |
| 3,408.712 SHS MFS INTERNATIONAL VALUE | AT COST | $93,900 | $181,514 |
| 3,005.136 SHS VANGUARD DEVELOPED MARKETS INDEX ADMIRAL FUND | AT COST | $119,500 | $153,442 |
| 39,999.926 SHS FEDERATED TOTAL RETURN BOND | AT COST | $443,200 | $445,999 |
| 41,855.374 SHS METROPOLITAN WEST TOTAL RETURN BOND | AT COST | $455,267 | $456,642 |
| 1,911.176 SHS AMERICAN FUNDS EUROPACIFIC GROWTH F3 | AT COST | $105,000 | $123,844 |
| 651.747 SHS DELAWARE GROUP VALUE FD INC | AT COST | $30,000 | $53,072 |
| 10,772.616 SHS FEDERATED HERMES INSTITUTIONAL | AT COST | $100,000 | $107,080 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT OF SECURITIES CONTRIBUTED | Desc |
| Amt | $356,430 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING | Desc |
| Amt | $1,943 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $11,641 | Amt |
| Net Investment Income | $5,821 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,820 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,045 | $1,045 | $0 |
| EXCISE TAX | $4,500 | $0 | $0 |
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