2021-11-15T11:02:54-06:00 2020-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 500 AUBURN HILLS MI 48326 990PF 2020-01-01 201762096 KAZRUS FOUNDATION KAZR 8668463600 CO PLANTE MORAN TRUST PO BOX 30 SOUTHFIELD MI 48037 SUSAN DUDAS PRESIDENT 8668463600 2021-11-15 1 SUSAN DUDAS 999009999 MAUREEN ASTA P01321355 2483757100 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 5897009 X 354582 144322 144322 86165 201595 86165 585069 230487 0 0 0 3450 1725 1725 10758 5379 5379 2947 648 0 200 0 0 17355 7752 7104 240400 240400 257755 7752 247504 327314 222735 76374 29148 29148 1528 1386 4221088 1326681 1341135 1646773 1404583 1371669 5897009 0 0 X 0 0 0 0 1404583 1371669 1404583 1371669 1404583 1371669 1404583 327314 0 1731897 360228 1371669 PUBLICLY-TRADED SECURITIES P 176714 115430 61284 61284 CAPITAL GAINS DIVIDENDS P 24881 24881 24881 86165 3096 0 3096 0 3096 2240 0 4500 0 6740 0 3644 3644 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A CO PLANTE MORAN TRUST 8668463600 PO BOX 307 SOUTHFIELD MI 48037 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN DUDAS C/O PLANTE MORAN TRUST PO BOX 307 SOUTHFIELD MI 48037 PRESIDENT 1.00 0 0 0 DAVID DUDAS C/O PLANTE MORAN TRUST PO BOX 307 SOUTHFIELD MI 48037 SECRETARY AND TREASURER 1.00 0 0 0 BETTY DANCEY GODARD C/O PLANTE MORAN TRUST PO BOX 307 SOUTHFIELD MI 48037 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 5104144 39519 0 5143663 0 0 5143663 77155 5066508 253325 253325 3096 3096 250229 0 250229 0 250229 247504 0 247504 0 247504 250229 9259 0 0 247504 9259 0 0 238245 0 0 0 0 0 0 0 0 11984 0 0 0 SUSAN DUDAS DAVID DUDAS X ADRIAN COLLEGE 110 S MADISON ST ADRIAN MI 49221 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 10000 CARING FOR KIDS 650 GRAHAM RD STE 101 CUYAHOGA FLS OH 44221 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 3000 CURE CHILDHOOD CANCER 1117 PERIMETER CENTER WEST SUIT N-402 ATLANTA GA 30338 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 2000 EAGLE RANCH INC PO BOX 7200 CHESTNUT MOUNTAIN GA 30502 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 5000 FILL THIS HOUSE 547 EAST WASHINGTON STREET CHAGRIN FALLS OH 44022 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 7500 FOLDS OF HONOR 5800 N PATRIOT DRIVE OWASSO OK 74055 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 5000 GOSHEN VALLEY FOUNDATION 505 BROWN INDUSTRIAL PKWY SUITE 200 CANTON GA 30114 PC NEW BEGINNINGS PROGRAM 5000 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 PC EDUCATION AND GENERAL FUND 3000 HOMEBOY INDUSTRIES 130 W BRUNO STREET LOS ANGELES CA 90012 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 2000 KIDSAVE INTERNATIONAL 5165 MACARTHUR BLVD NW WASHINGTON DC 20016 PC EDUCATION AND GENERAL FUND 15000 LUTHERAN METROPOLITAN MINISTRY 1468 WEST 25TH STREET CLEVELAND OH 44113 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 3000 MERCURY ONE INC 350 E ROYAL LANE SUITE 119 IRVING TX 75039 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 3000 MILTON FIRST RESPONDERS FOUNDATION 980 BIRMINGHAM ROAD SUITE 501-200 MILTON GA 30004 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 2000 MUST MINISTRIES PO BOX 1717 MARIETTA GA 30061 PC TO HELP FUND HOUSING; CHEROKEE COUNTY HOUSING; ANNUAL GOLF FUNDRAISER 10000 NO LONGER BOUND 2735 PINE GROVE RD CUMMING GA 30041 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 15000 NORTH POINT COMMUNITY CHURCH 4350 NORTH POINT PARKWAY ALPHARETTA GA 30022 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 19000 OPERATION SMILE 6435 TIDEWATER DRIVE NORFOLK VA 23509 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 2000 PRISON FELLOWSHIP MINISTRIES 44180 RIVERSIDE DRIVE LANSDOWNE VA 20176 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 3000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 6000 SHRINERS HOSPITALS FOR CHILDREN 2900 ROCKY POINT DR TAMPA FL 33607 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 15000 SILVER LAKE CONFERENCE CENTER 223 LOW ROAD SHARON CT 06069 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 2500 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 8000 STANDUP FOR KIDS 200 NELSON FERRY RD SUITE B DECATUR GA 30030 PC CHARITABLE CONTRIBUTION TO GENERAL FUND AND ORANGE COUNTY 20000 THE SALVATION ARMY 1000 CENTER PLACE NORCROSS GA 30093 PC METRO ATLANTA AREA COMMAND GRANT 6000 OPERATION UNDERGROUND RAILROAD INC 755 SOUTH MAIN ST 194 CEDER CITY UT 84720 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 5000 THE VILLAGE NETWORK 2000 NOBLE DRIVE WOOSTER OH 44691 PC TO HELP FUND THE THERAPEUTIC STABILIZATION CENTER 9000 TOWARDS EMPLOYMENT INC 1255 EUCLID AVE STE 300 CLEVELAND OH 44115 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 3000 WELLSPRING LIVING 100 EDGEWOOD AVE STE 750 ATLANTA GA 30303 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 10000 WOUNDED WARRIOR PROJECT 4899 BELFORT RD SUITE 300 JACKSONVILLE FL 32256 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 3000 YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 PC YOUNG LIFE CLEVELAND EAST 3000 DAYTON WORKFORCE PARTNERSHIPS 1808 SULKY TRL MIAMISBURG OH 45342 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 5000 COVENANT HOUSE GEORGIA PO BOX 94465 ATLANTA GA 30377 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 5000 CLUBCORP EMPLOYEE PARTNER CARE FOUNDATION 3030 LBJ FREEWAY STE 600 DALLAS TX 75234 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 2400 MI WORK MATTERS 19215 MERRIMAN ROAD LIVONIA MI 48152 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 5000 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 5000 URBAN VISION 749 BLAINE AVE AKRON OH 44310 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 13000 240400 0 14 144322 18 86165 0 230487 0 230487 0 0 0 0 0 0 0 0 0 0 X X 1 SUSAN G DUDAS C/O PLANTE MORAN TRUST PO BOX 307 SOUTHFIELD MI 48037 354582 X 1 MARKETABLE SECURITIES 354582 2020-12-23 FIDUCIARY TAX FEE 3450 1725 1725 CHANGE IN CARRYOVER FORM 990-PF, PART XIII UNDISTRIBUTED INCOME, LINES 2 AND 3 THERE HAD BEEN A CHANGE IN THE REPORTING OF QUALIFIED DISTRIBUTIONS IN A PRIOR YEAR WHICH CAUSED A CHANGE TO THE EXCESS DISTRIBUTIONS CARRYOVER TO 2020 TO -0- AND AN INCREASE IN THE UNDISTRIBUTED INCOME CARRYOVER TO 2020 TO 9,259. 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. 23,419 SHS PEPSICO INC 1346 3473038 3,657 SHS YUM BRANDS INC 0 397004 6,149 SHS YUM CHINA HLDGS INC 40 351046 1,240.383 SHS T. ROWE PRICE MID CAP GROWTH FUND AT COST 48926 140387 3,960.536 SHS HARDING LOEVNER EMERGING MARKETS FUND CLASS I AT COST 68063 101429 8,648.946 SHS PIMCO INCOME INSTITUTIONAL FUND AT COST 102279 104739 3,408.712 SHS MFS INTERNATIONAL VALUE AT COST 93900 176742 3,005.136 SHS VANGUARD DEVELOPED MARKETS INDEX ADMIRAL FUND AT COST 119500 141872 32,932.788 SHS FEDERATED TOTAL RETURN BOND AT COST 363200 380703 28,576.986 SHS METROPOLITAN WEST TOTAL RETURN BOND AT COST 310267 319491 1,911.176 SHS AMERICAN FUNDS EUROPACIFIC GROWTH F3 AT COST 105000 132559 651.747 SHS DELAWARE GROUP VALUE FD INC AT COST 30000 41340 10,772.616 SHS FEDERATED HERMES INSTITUTIONAL AT COST 100000 107511 BOOK/TAX TIMING 5686 COST ADJUSTMENT OF SECURITIES CONTRIBUTED 354542 OHIO CHARITABLE REGISTRATION FEE 200 0 0 TRUSTEE FEES 10758 5379 5379 FOREIGN TAXES 648 648 0 EXCISE TAX 2299 0 0