2020-05-18T09:12:53-05:00 2019-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 500 AUBURN HILLS MI 48326 990PF 2019-01-01 201762096 KAZRUS FOUNDATION KAZR 8668463600 CO PLANTE MORAN TRUST PO BOX 30 SOUTHFIELD MI 48037 SUSAN DUDAS PRESIDENT 8668463600 2020-05-12 1 LYNNE M HUISMANN P00053811 2483757100 2020-05-12 76.20.156.99 2020-05-12 06:28:45 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E0F6F03BC3AE684EB3B59DF82EF6777B722E432E 2019 2021-01-29 14:40:06Z X 5212823 X 446816 131705 131705 96438 216657 96438 674959 228143 0 0 0 2850 1425 1425 9980 4990 4990 3127 927 0 200 0 0 16157 7342 6415 223250 223250 239407 7342 229665 435552 220801 61935 76374 76374 1131 1528 3618929 1351681 1326681 1517520 1414747 1404583 5212823 0 0 X 0 0 0 0 1414747 1404583 1414747 1404583 1414747 1404583 1414747 435552 484 1850783 446200 1404583 PUBLICLY-TRADED SECURITIES P 201090 120219 80871 80871 CAPITAL GAINS DIVIDENDS P 15567 15567 15567 96438 0 205833 3885417 0.052976 214049 3959518 0.054059 153907 3320156 0.046355 154034 3242657 0.047502 110464 2873434 0.038443 0.239335 0.047867 4598500 220116 2208 222324 229665 X 2208 0 2208 0 2208 2149 0 0 2149 0 59 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 4629749 38779 0 4668528 0 0 4668528 70028 4598500 229925 229925 2208 2208 227717 0 227717 0 227717 229665 0 229665 2208 227457 227717 0 0 2264 15766 18030 229665 0 0 0 227717 1948 0 0 19978 0 0 0 0 0 0 0 19978 2264 15766 1948 SUSAN DUDAS DAVID DUDAS X ADRIAN COLLEGE 110 S MADISON ST ADRIAN MI 49221 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 10000 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 3000 CERTSGROUP FOUNDATION 145 CASCADE AVE ALPINE UT 84004 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 5000 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 FORUM FOR EDUCATIONAL OPTIONS 1808 SULKY TRAIL MIAMISBURG OH 45342 PC EDUCATION AND GENERAL FUND 5000 GARY SINISE FOUNDATION PO BOX 368 WOODLAND HILLS CA 91365 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 1000 GOSHEN VALLEY FOUNDATION 505 BROWN INDUSTRIAL PKWY SUITE 200 CANTON GA 30114 PC NEW BEGINNINGS PROGRAM 3000 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 20000 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 2500 MUST MINISTRIES PO BOX 1717 MARIETTA GA 30061 PC TO HELP FUND HOUSING 1500 NO LONGER BOUND 2735 PINE GROVE RD CUMMING GA 30041 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 20000 NORTH POINT COMMUNITY CHURCH 4350 NORTH POINT PARKWAY ALPHARETTA GA 30022 PC CHARITABLE CONTRIBUTION TO GENERAL FUND AND THE BE RICH CAMPAIGN 19000 OHIO MASONIC HOME FOUNDATION 2655 WEST NATIONAL RD SPRINGFIELD OH 45504 SO 1 CHARITABLE CONTRIBUTION TO GENERAL FUND 1000 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 AND HURRICANE DORIAN RELIEF - BAHAMAS 8000 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 2750 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 8000 STANDUP FOR KIDS 83 WALTON ST NW STE 500 ATLANTA GA 30303 PC CHARITABLE CONTRIBUTION TO GENERAL FUND 17500 THE SALVATION ARMY 1000 CENTER PLACE NORCROSS GA 30093 PC METRO ATLANTA AREA COMMAND GRANT 6000 THE UNDERGROUND RAILROAD PROJECT 700 N VALLEY ST SUITE B ANAHEIM CA 92801 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 2000 YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 PC YOUNG LIFE CLEVELAND EAST 10000 223250 0 14 131705 18 96438 0 228143 0 228143 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 223463 X 2 DAVID DUDAS C/O PLANTE MORAN TRUST PO BOX 307 SOUTHFIELD MI 48037 223353 X 1 2,262 SHARES YUM BRANDS, INC. (YUM) STOCK 223463 2019-11-13 2 1,682 SHARES PEPSICO, INC (PEP) STOCK 223353 2019-11-13 FIDUCIARY TAX FEE 2850 1425 1425 2,3784.0000 SHS PEPSICO INC 1528 3250559 3,657.0000 SHS YUM BRANDS INC 0 368370 449.2340 SHS STERLING CAP STRATTON SMALL CAP VALUE FUND AT COST 14831 35575 1,240.3830 SHS T. ROWE PRICE MID CAP GROWTH FUND AT COST 48926 118221 3,960.5360 SHS HARDING LOEVNER EMERGING MARKETS FUND CLASS I AT COST 68063 89429 12,955.5830 SHS PIMCO INCOME INSTITUTIONAL FUND AT COST 154361 155985 3,408.7120 SHS MFS INTERNATIONAL VALUE AT COST 93900 155096 9,346.3040 SHS VANGUARD DEVELOPED MARKETS INDEX ADMIRAL FUND AT COST 119500 132157 32,932.7880 SHS FEDERATED TOTAL RETURN BOND AT COST 363200 364237 32,986.1590 SHS METROPOLITAN WEST TOTAL RETURN BOND AT COST 358900 360539 1,911.1760 SHS AMERICAN FUNDS EUROPACIFIC GROWTH F3 AT COST 105000 106281 COST ADJUSTMENT OF SECURITIES CONTRIBUTED 446200 OHIO CHARITABLE REGISTRATION FEE 200 0 0 BOOK/TAX TIMING 484 TRUSTEE FEES 9980 4990 4990 FOREIGN TAXES 927 927 0 EXCISE TAX 2200 0 0