KAZRUS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KAZRUS FOUNDATION (EIN 20-1762096)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-18
- IRS object ID
- 202001399349100205
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-18T09:12:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | CO PLANTE MORAN TRUST PO BOX 30 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN DUDAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8668463600 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE M HUISMANN | PreparerPersonNm |
| PTIN | P00053811 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2020-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.20.156.99 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-12 | IPDt |
| IP Tm | 06:28:45 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E0F6F03BC3AE684EB3B59DF82EF6777B722E432E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,212,823 | 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 | $446,816 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $131,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $216,657 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,438 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $674,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,143 | 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 | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,980 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,990 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,990 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,127 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $927 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $223,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $223,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $239,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $435,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,935 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,374 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,374 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,528 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,618,929 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,351,681 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,326,681 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,517,520 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,414,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,404,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,212,823 | 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 | $1,414,747 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,404,583 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,414,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,404,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,414,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,404,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,414,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $435,552 | ExcessRevenueOverExpensesAmt |
| Other Increases | $484 | OtherIncreasesAmt |
| Subtotal | $1,850,783 | SubtotalAmt |
| Other Decreases | $446,200 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,404,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES | P | $201,090 | $120,219 | $80,871 | $80,871 |
| CAPITAL GAINS DIVIDENDS | P | $15,567 | $15,567 | $15,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,438 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $205,833 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,885,417 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $214,049 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,959,518 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054059 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $153,907 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,320,156 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046355 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $154,034 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,242,657 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047502 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $110,464 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,873,434 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038443 | DistributionYr5Rt |
| Total Distribution | 0.239335 | TotalDistributionRt |
| Average Distribution | 0.047867 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,598,500 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $220,116 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,208 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $222,324 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $229,665 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,208 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,208 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,149 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,149 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $59 | 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 | IndividualWithBooksNm |
| Phone | 8668463600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48037 | 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 | 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 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 |
| 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 | $4,629,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,668,528 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,668,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,598,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $229,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,208 | TotalTaxAmt |
| Distributable Before Adj | $227,717 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $227,717 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $227,717 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $229,665 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,208 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $227,457 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,717 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,264 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,766 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,030 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $229,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $227,717 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,948 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,978 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,978 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,264 | ExcessFromYear2Amt |
| Excess From Year1 | $15,766 | ExcessFromYear1Amt |
| Excess From Current Year | $1,948 | ExcessFromCurrentYearAmt |
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 (35 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 | |
| AMERICA'S VETDOGS | |||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $500 | |
| CARING FOR KIDS | |||||||
| 650 GRAHAM RD STE 101 | CUYAHOGA FLS | OH | 44221 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $3,000 | |
| CERTSGROUP FOUNDATION | |||||||
| 145 CASCADE AVE | ALPINE | UT | 84004 | 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 |
| 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 | |
| FORUM FOR EDUCATIONAL OPTIONS | |||||||
| 1808 SULKY TRAIL | MIAMISBURG | OH | 45342 | PC | EDUCATION AND GENERAL FUND | $5,000 | |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $1,000 | |
| GOSHEN VALLEY FOUNDATION | |||||||
| 505 BROWN INDUSTRIAL PKWY SUITE 200 | CANTON | GA | 30114 | PC | NEW BEGINNINGS PROGRAM | $3,000 | |
| 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 | EDUCATION AND GENERAL FUND | $20,000 | |
| 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 | $3,000 | |
| MILTON FIRST RESPONDERS FOUNDATION | |||||||
| 980 BIRMINGHAM ROAD SUITE 501-200 | MILTON | GA | 30004 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $2,500 | |
| MUST MINISTRIES | |||||||
| PO BOX 1717 | MARIETTA | GA | 30061 | PC | TO HELP FUND HOUSING | $1,500 | |
| NO LONGER BOUND | |||||||
| 2735 PINE GROVE RD | CUMMING | GA | 30041 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $20,000 | |
| NORTH POINT COMMUNITY CHURCH | |||||||
| 4350 NORTH POINT PARKWAY | ALPHARETTA | GA | 30022 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND AND THE BE RICH CAMPAIGN | $19,000 | |
| OHIO MASONIC HOME FOUNDATION | |||||||
| 2655 WEST NATIONAL RD | SPRINGFIELD | OH | 45504 | SO 1 | CHARITABLE CONTRIBUTION TO GENERAL FUND | $1,000 | |
| 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 AND HURRICANE DORIAN RELIEF - BAHAMAS | $8,000 | |
| 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 | $2,750 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $8,000 | |
| STANDUP FOR KIDS | |||||||
| 83 WALTON ST NW STE 500 | ATLANTA | GA | 30303 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $17,500 | |
| THE SALVATION ARMY | |||||||
| 1000 CENTER PLACE | NORCROSS | GA | 30093 | PC | METRO ATLANTA AREA COMMAND GRANT | $6,000 | |
| THE UNDERGROUND RAILROAD PROJECT | |||||||
| 700 N VALLEY ST SUITE B | ANAHEIM | CA | 92801 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $5,000 | |
| THE VILLAGE NETWORK | |||||||
| 2000 NOBLE DRIVE | WOOSTER | OH | 44691 | PC | TO HELP FUND THE THERAPEUTIC STABILIZATION CENTER | $9,000 | |
| TOWARDS EMPLOYMENT INC | |||||||
| 1255 EUCLID AVE STE 300 | CLEVELAND | OH | 44115 | PC | CHARITABLE CONTRIBUTION TO GENERAL FUND | $3,000 | |
| 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 | $2,000 | |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | PC | YOUNG LIFE CLEVELAND EAST | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $223,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,705 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96,438 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $228,143 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,143 | 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 PO BOX 307 | SOUTHFIELD | MI | 48037 | $223,463 | Yes (X) |
| DAVID DUDAS | ||||||
| 2 | C/O PLANTE MORAN TRUST PO BOX 307 | SOUTHFIELD | MI | 48037 | $223,353 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,262 SHARES YUM BRANDS, INC. (YUM) STOCK | $223,463 | 2019-11-13 |
| 2 | 1,682 SHARES PEPSICO, INC (PEP) STOCK | $223,353 | 2019-11-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY TAX FEE | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $1,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,3784.0000 SHS PEPSICO INC | $1,528 | $3,250,559 |
| 3,657.0000 SHS YUM BRANDS INC | $0 | $368,370 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 449.2340 SHS STERLING CAP STRATTON SMALL CAP VALUE FUND | AT COST | $14,831 | $35,575 |
| 1,240.3830 SHS T. ROWE PRICE MID CAP GROWTH FUND | AT COST | $48,926 | $118,221 |
| 3,960.5360 SHS HARDING LOEVNER EMERGING MARKETS FUND CLASS I | AT COST | $68,063 | $89,429 |
| 12,955.5830 SHS PIMCO INCOME INSTITUTIONAL FUND | AT COST | $154,361 | $155,985 |
| 3,408.7120 SHS MFS INTERNATIONAL VALUE | AT COST | $93,900 | $155,096 |
| 9,346.3040 SHS VANGUARD DEVELOPED MARKETS INDEX ADMIRAL FUND | AT COST | $119,500 | $132,157 |
| 32,932.7880 SHS FEDERATED TOTAL RETURN BOND | AT COST | $363,200 | $364,237 |
| 32,986.1590 SHS METROPOLITAN WEST TOTAL RETURN BOND | AT COST | $358,900 | $360,539 |
| 1,911.1760 SHS AMERICAN FUNDS EUROPACIFIC GROWTH F3 | AT COST | $105,000 | $106,281 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT OF SECURITIES CONTRIBUTED | Desc |
| Amt | $446,200 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OHIO CHARITABLE REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING | Desc |
| Amt | $484 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $9,980 | Amt |
| Net Investment Income | $4,990 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,990 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $927 | $927 | $0 |
| EXCISE TAX | $2,200 | $0 | $0 |
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