2025-10-15T16:09:58-05:00 2024-11-30 043023027 VERDOLINO & LOWEY PC 124 WASHINGTON ST SUITE 101 FOXBOROUGH MA 02035 990PF 2023-12-01 050502562 THE CHARLES & AGNES KAZARIAN FOUNDATION C/O PAUL B KAZARIAN CHAR 4018616160 1629 K STREET NW SUITE 300 WASHINGTON DC 20006 PAUL B KAZARIAN PRESIDENT 2024499600 2025-10-13 0 0 HEATHER MEDEIROS CPA P00458639 5085431720 2023 2025-03-06 01:10:19Z X 212786085 X X 683681 683681 683681 35571 35571 35571 1844451 97578668 1844451 1851459 9140568 0 0 11704271 2563703 2570711 0 0 0 0 49000 4900 0 44100 35163 3516 0 31647 30644 407 0 3663 19606 0 19606 6640 664 0 5976 10994266 21105 0 10973161 11135319 30592 19606 11058547 0 0 11135319 30592 19606 11058547 568952 2533111 2551105 242664 3876264 3876264 80000000 80000000 80000000 80000000 22971 0 22971 22971 22971 5125 5125 5125 35973082 32209468 32700309 345838 345838 485100 4069214 4787785 5016714 14514595 166056 14368145 14348539 14348539 74427707 75911259 76331063 209454746 211507249 212786085 35 35 35 35 X 0 0 0 0 209454711 211507214 209454711 211507214 209454746 211507249 209454711 568952 1483551 211507214 0 211507214 TAP 5.625% P 2023-05-23 2024-11-30 104563 107123 -2560 -2560 TAP 5.625% P 2023-06-20 2024-11-30 104563 109011 -4448 -4448 US TREASURY BILL P 2023-08-02 2024-02-01 905000 880929 24071 24071 US TREASURY BILL P 2023-08-09 2024-02-08 1976500 1923876 52624 52624 US TREASURY BILL P 2024-02-01 2024-03-26 912000 904944 7056 7056 US TREASURY BILL P 2024-02-07 2024-04-02 2040000 2023904 16096 16096 US TREASURY BILL P 2023-11-08 2024-05-09 1592000 1549653 42347 42347 US TREASURY BILL P 2024-04-02 2024-06-27 2100000 2074150 25850 25850 US TREASURY BILL P 2024-03-25 2024-06-20 924000 912463 11537 11537 US TREASURY BILL P 2024-05-09 2024-11-07 1624000 1581705 42295 42295 US TREASURY BILL P 2023-06-14 2023-12-14 1000000 974121 25879 25879 US TREASURY BILL P 2023-07-11 2024-01-04 1000000 974290 25710 25710 US TREASURY BILL P 2023-08-03 2024-02-01 6200000 6036507 163493 163493 US TREASURY BILL P 2023-08-10 2024-02-08 11102000 10806778 295222 295222 US TREASURY BILL P 2024-02-01 2024-02-14 940059 938319 1740 1740 US TREASURY BILL P 2024-02-01 2024-03-26 5355000 5312906 42094 42094 US TREASURY BILL P 2023-12-14 2024-04-09 1010000 992877 17123 17123 US TREASURY BILL P 2024-01-05 2024-04-04 1000000 986935 13065 13065 US TREASURY BILL P 2024-02-08 2024-04-02 11192000 11103667 88333 88333 US TREASURY BILL P 2023-11-08 2024-05-09 9343000 9094885 248115 248115 US TREASURY BILL P 2024-03-26 2024-06-20 5397000 5329666 67334 67334 US TREASURY BILL P 2024-04-02 2024-06-27 11311000 11170025 140975 140975 US TREASURY BILL P 2024-04-04 2024-07-05 1013000 999520 13480 13480 US TREASURY BILL P 2024-04-18 2024-08-13 1000000 983008 16992 16992 US TREASURY BILL P 2024-07-09 2024-10-31 17983 17691 292 292 US TREASURY BILL P 2024-05-09 2024-11-07 9560000 9311197 248803 248803 US TREASURY BILL P 2024-07-09 2024-11-05 1011000 993661 17339 17339 US TREASURY BILL P 2023-11-08 2024-05-09 3629000 3532392 96608 96608 US TREASURY BILL P 2023-11-08 2024-05-09 205000 199587 5413 5413 US TREASURY BILL P 2024-05-10 2024-07-01 35000 34597 403 403 US TREASURY BILL P 2024-05-10 2024-11-07 3975000 3873830 101170 101170 1844451 1851459 35210 0 35210 0 35210 24000 0 19985 0 43985 0 8775 8775 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 0 1 0 0 0 1 N/A KAZARIAN FOUNDATION 2024499600 1629 K STREET WASHINGTON DC 20006 1 SZ 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 PAUL B KAZARIAN 1629 K STREET NW SUITE 300 WASHINGTON DC 20006 CHAIRMAN/PRESIDENT 50.00 0 0 0 NONE 0 NONE 0 GOVERNMENT FINANCIAL PERFORMANCE - JI-ANALYTICS (JIA): JI-ANALYTICS IS THE WORLD'S BEST GOVERNMENT FINANCIAL PERFORMANCE BENCHMARKING FIRM. JIA CREATES THE WORLD'S BEST HIGH VALUE-ADD FINANCIAL PERFORMANCE ANALYTICS ON SOVEREIGN AND REGIONAL GOVERNMENTS FOR BOTH SINGLE GOVERNMENT HISTORICAL BENCHMARKING AND PEER GOVERNMENT BENCHMARKING. AS JIA STATES, "WE, OUR CUSTOMERS, AND OUR CLIENTS CARE ABOUT GOVERNMENT FINANCIAL PERFORMANCE BENCHMARKING AND THE CITIZENS' WEALTH FRAMEWORK, BECAUSE GOVERNMENT FINANCIAL DECISIONS DIRECTLY AFFECT THE PROBABILITY OF DEBT, CURRENCY, AND FINANCIAL CRISES, WHICH HAVE A DISPROPORTIONALLY LARGE IMPACT ON SOCIETY'S MOST DISADVANTAGED." JIA'S CITIZENS' WEALTH FRAMEWORK (CWF) IS BOTH "A QUANTUM LEAP IN GOVERNMENT FINANCIAL PERFORMANCE MANAGEMENT AND "THE GREATEST ADVANCE IN SOVEREIGN RISK ANALYSIS". SEE WWW.JIANALYTICS.COM. 1143159 EDUCATION - A. GOVERNMENT FINANCIAL MANAGEMENT EDUCATION: DEVELOP AND CULTIVATE INITIATIVES TO EDUCATE KEY STAKEHOLDERS AND THEIR CONSTITUENTS ON GOVERNMENT FINANCIAL MANAGEMENT, PERFORMANCE, AND HISTORICAL/PEER BENCHMARKING (GFM EDUCATION). GFM EDUCATIONAL VENUES INCLUDE GLOBAL CONFERENCES, WEB-BASED EDUCATION, EXECUTIVE EDUCATION, AND ELEMENTARY SCHOOL TO UNIVERSITY EDUCATION. B. KAZARIAN CENTER FOR PUBLIC FINANCIAL MANAGEMENT: PRODUCE AND DISSEMINATE PUBLIC FINANCIAL MANAGEMENT RESEARCH, DATA, BEST PRACTICES, AND EVENTS TO EDUCATE KEY STAKEHOLDERS AND CITIZENS ON THE IMPORTANCE OF GOVERNMENT FINANCIAL PERFORMANCE AND GOVERNMENT TOTAL BALANCE SHEET LITERACY. C. KHACHKAR STUDIOS INITIATIVE: DEVELOPS AND DELIVERS FAITH-BASED EDUCATIONAL MEDIA AND SERVICES, SHEPHERDED BY THE FINANCIAL DISCIPLINE OF WORLD-CLASS BENCHMARKING AND MANAGEMENT EXCELLENCE, TO EMPOWER INCREASED CONGREGATION ATTENDANCE AND BIBLE ENGAGEMENT. 3695712 COMMUNITY DEVELOPMENT FINANCE - MIDWESTERN US: MISSION - PROVIDE FINANCING FOR ECONOMICALLY DISTRESSED NEIGHBORHOODS AND THOSE WHO OTHERWISE LACK ACCESS TO TRADITIONAL FINANCIAL SERVICES. SERVING THE UNDERSERVED AND PROVIDING FOR NEIGHBORHOOD REVITALIZATION. EXAMPLES - EMPOWERING THE VIBRANCY OF LOCAL BUSINESSES AND FAMILIES THROUGH COMMUNITY DEVELOPMENT INVESTMENTS, COMMUNITY DEVELOPMENT LOANS, COMMUNITY STEWARDSHIP LOANS, AND SMALL AND MIDSIZE BUSINESS LOANS. SUPPORTING SMALL BUSINESS OWNERS AND NONPROFIT ORGANIZATIONS IN LOW TO MODERATE INCOME COMMUNITIES, BY ACTIVELY ENGAGING IN LENDING AND ECONOMIC OPPORTUNITIES THAT DELIVER NEEDED CAPITAL, INSPIRING CONTINUED SUCCESS AND ULTIMATELY HELPING NEIGHBORHOODS THRIVE. 1864524 COMMUNITY DEVELOPMENT FINANCE - NORTHEASTERN US: MISSION - PROVIDE FINANCING FOR ECONOMICALLY DISTRESSED NEIGHBORHOODS AND THOSE WHO OTHERWISE LACK ACCESS TO TRADITIONAL FINANCIAL SERVICES. EXAMPLES - HELPING FAMILIES ON THE VERGE OF FORECLOSURE, THROUGH NO FAULT OF THEIR OWN. HELPING PEOPLE RECOGNIZE THE DREAM OF HOMEOWNERSHIP THROUGH INNOVATIVE PROGRAMS. HELPING MUNICIPALITIES BY PROVIDING SERVICE AND SUPPORT WHEN NEEDED. HELPING MUNICIPALITIES BY BECOMING A TRUSTED FINANCIAL PARTNER AND VALUED RESOURCE. SUPPORTING THE COMMUNITY ORGANIZATIONS THAT WORK HARD EVERY DAY TO CARRY OUT THEIR MISSION TO IMPROVE THE LIVES OF THOSE WHO LIVE AND WORK IN THE COMMUNITY. 4345672 0 41799802 414485 0 42214287 0 0 42214287 633214 41581073 2079054 X 11058547 0 11058547 2000-03-17 X 2079054 1875738 482351 147154 4584297 1767196 1594377 409998 125081 3896652 11058547 9481282 7231749 6444700 34216278 9140568 7764672 5757659 4846286 27509185 1917979 1716610 1474090 1598414 6707093 0 0 1386036 1365509 1356741 1397421 5505707 0 0 0 0 PAUL B KAZARIAN X 0 0 14 683681 14 35571 14 9140568 18 1844451 0 11704271 0 11704271 0 0 0 0 0 0 0 0 0 0 OFFICE FURNITURE 2017-07-01 191129 124234 ADS 10.000000000000 19113 0 19113 AV EQUIPMENT 2017-08-16 19505 19505 ADS 5.000000000000 0 0 0 LANDSCAPING 2018-10-15 20690 NC 15.000000000000 0 0 0 FURNITURE 2017-12-07 4928 2711 ADS 10.000000000000 493 0 493 OFFICE BUILDING 2017-06-08 6266002 NC 40.000000000000 0 0 0 LAND 2017-06-08 7704114 L 0 0 0 FURNITURE 2017-06-08 282547 NC 10.000000000000 0 0 0 LANDSCAPING 2019-11-30 20322 NC 15.000000000000 0 0 0 FURNITURE 2019-02-13 5358 NC 10.000000000000 0 0 0 THE CHARLES & AGNES KAZARIAN FOUNDATION IS NOT REQUIRED TO FILE FORM 990-PF WITH THE DELAWARE ATTORNEY GENERAL SINCE THE FOUNDATION HAS NO ACTIVITIES CONDUCTED IN THE STATE OF DELAWARE. UBS AG 345838 485100 32209468 32700309 0 0 GROUP A - SOVEREIGN BONDS AT COST 950300 1007733 GROUP B - SOVEREIGN BONDS AT COST 2902780 3052914 GROUP C - SOVEREIGN BONDS AT COST 934705 956067 OFFICE FURNITURE 191129 143347 47782 AV EQUIPMENT 19505 19505 0 LANDSCAPING 20690 0 20690 FURNITURE 4928 3204 1724 OFFICE BUILDING 6266002 0 6266002 LAND 7704114 0 7704114 FURNITURE 282547 0 282547 LANDSCAPING 20322 0 20322 FURNITURE 5358 0 5358 ECONOMIC INTEREST IN PROFIT PARTICIPATION 21000000 21000000 21000000 PROGRAM RELATED INVESTMENT - A 41700000 41721494 41721494 PROGRAM RELATED INVESTMENT - B 1774753 1854798 1854798 PROGRAM RELATED INVESTMENT - D 4149054 4345672 4345672 PROGRAM RELATED INVESTMENT - E 86002 86002 86002 PROGRAM RELATED INVESTMENT - F 1138 1138 1138 PROGRAM RELATED INVESTMENT - G 3316760 3418163 3661072 PROGRAM RELATED INVESTMENT - H 2400000 3483992 3660887 BANK & INVESTMENT FEES 6278 6278 0 0 DIRECT PROGRAM EXPENSE 334178 0 0 334178 INSURANCE 1507 151 0 1356 OFFICE EXPENSE 10572 10572 0 0 FILING FEES 16734 4016 0 12718 PRI 10624119 0 0 10624119 TELEPHONE 878 88 0 790 PRIOR YEAR PRIS REPAID 9140568 0 0 NET EXPENDITURE FOR PROGRAM RELATED INVESTMENT - CURRENT YEAR 1483551 PAYROLL TAXES 4070 407 0 3663 FEDERAL TAX 26574 0 0 0