2014-05-12T13:24:12-05:00 2013-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT SUITE 500 AUBURN HILLS MI 48326 990PF 2013-01-01 201762096 KAZRUS FOUNDATION KAZR 8668463600 C/O PLANTE MORAN TRUST PO BOX 307 SOUTHFIELD MI 48037 SUSAN DUDAS PRESIDENT 8668463600 2014-05-08 1 LYNNE M HUISMANN P00053811 2483757100 2013 2015-12-30 17:16:21Z X 2774882 X 120000 57599 57599 30392 375210 30392 207991 87991 0 0 0 1800 900 900 6270 3135 3135 3535 497 0 600 0 600 12205 4532 4635 90000 90000 102205 4532 94635 105786 83459 61177 158079 158079 898 900 1145733 1272299 1281181 1471070 1334374 1440160 2774882 0 0 X 0 0 0 0 1334374 1440160 1334374 1440160 1334374 1440160 1334374 105786 0 1440160 0 1440160 PUBLICLY TRADED SECURITIES P 357217 344818 12399 12399 CAPITAL GAINS DIVIDENDS P 17993 17993 17993 30392 0 107054 2188598 0.048914 112770 2165003 0.052088 109744 2023245 0.054242 126398 1815384 0.069626 102615 2214631 0.046335 0.271205 0.054241 2373600 128746 835 129581 94635 1669 0 1669 0 1669 2440 2440 771 771 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 2376274 33472 0 2409746 0 0 2409746 36146 2373600 118680 118680 1669 1669 117011 0 117011 0 117011 94635 0 94635 0 94635 117011 0 0 32808 10443 6337 62 49650 94635 0 0 0 94635 0 22376 22376 27274 0 0 0 0 0 0 0 27274 10432 10443 6337 62 SUSAN DUDAS DAVID DUDAS X AFRICAN SKY PO BOX 203 MUNROE FALLS OH 44262 NONE PC CHARITABLE CONTRIBUTION TO GENERAL FUND 3000 FILL THIS HOUSE 547 EAST WASHINGTON STREET CHAGRIN FALLS OH 44022 NONE PC CHARITABLE CONTRIBUTION TO GENERAL FUND 5000 FORUM FOR EDUCATIONAL OPTIONS 1808 SULKY TRAIL MIAMISBURG OH 45342 NONE PC EDUCATION AND GENERAL FUND 5000 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 NONE PC EDUCATION AND GENERAL FUND 2000 KIDSAVE INTERNATIONAL 5165 MACARTHUR BLVD NW WASHINGTON DC 20016 NONE PC EDUCATION AND GENERAL FUND 15000 LUTHERAN METROPOLITAN MINISTRY 1468 WEST 25TH STREET CLEVELAND OH 44113 NONE PC CHARITABLE CONTRIBUTION TO GENERAL FUND 2000 NORTH AMERICAN INDIAN CULTURAL CENTER 111 WEST AVENUE TALLMADGE OH 44278 NONE PC CHARITABLE CONTRIBUTION TO GENERAL FUND 3000 OPERATION SMILE 6435 TIDEWATER DRIVE NORFOLK VA 23509 NONE PC CHARITABLE CONTRIBUTION TO GENERAL FUND 2000 SHRINERS HOSPITALS FOR CHILDREN 2900 ROCKY POINT DR TAMPA FL 33607 NONE PC CHARITABLE CONTRIBUTION TO GENERAL FUND 5000 THE SALVATION ARMY 1000 CENTER PLACE NORCROSS GA 30093 NONE PC CHARITABLE CONTRIBUTION TO GENERAL FUND 15000 WELLSPRING LIVING 140 HOWELL ROAD STE C-2 TYRONE GA 30290 NONE PC CHARITABLE CONTRIBUTION TO GENERAL FUND 10000 WOUNDED WARRIOR PROJECT 4899 BELFORT RD SUITE 300 JACKSONVILLE FL 32256 NONE PC CHARITABLE CONTRIBUTION TO GENERAL FUND 7500 SILVER LAKE CONFERENCE CENTER 223 LOW ROAD SHARON CT 06069 NONE PC CHARITABLE CONTRIBUTION TO GENERAL FUND 2500 MT PISGAH CHRISTIAN SCHOOL INC 9820 NESBIT FERRY RD JOHNS CREEK GA 30022 NONE PC EDUCATION AND GENERAL FUND 8000 NORTH POINT COMMUNITY CHURCH 4350 NORTH POINT PARKWAY ALPHARETTA GA 30022 NONE PC CHARITABLE CONTRIBUTION TO GENERAL FUND 5000 90000 0 14 57599 18 30392 0 87991 0 87991 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 120000 X FIDUCIARY TAX FEE 1800 900 900 PEPSICO INC 900 1145733 HARBOR INTERNATIONAL FUND AT COST 71628 88679 THORNBURG INTL VALUE FUND CLASS I AT COST 87086 101482 PIMCO TOTAL RETURN FUND AT COST 284103 288550 CRM SMALL CAP VALUE FUND AT COST 13680 24232 STRATTON SMALL CAP VALUE FUND AT COST 14831 32933 T. ROWE PRICE MID CAP GROWTH FUND AT COST 86000 152135 SPDR GOLD TRUST SHARES AT COST 26955 34836 HARDING LOEVNER EMERGING MARKETS FUND CLASS I AT COST 28463 30863 JP MORGAN STRATEGIC INCOME OPPORTUNITIES FUND SELECT AT COST 117111 116799 PIMCO UNCONSTRAINED BOND FUND, INST CL AT COST 107700 108718 WASATCH - 1ST SOURCE LONG/SHORT FUND AT COST 76619 99696 JP MORGAN HIGH YIELDBOND FUND SELECT SHARES AT COST 76577 79781 TEMPLETON GLOBAL BOND FUND ADV AT COST 82543 80949 PIMCO INCOME INSTITUTIONAL FUND AT COST 79000 81624 MFS INTERNATIONAL VALUE FUND I AT COST 93900 114950 PIMCO SHORT TERM FUND INSTL AT COST 34985 34843 OHIO CHARITABLE REGISTRATION FEE 600 0 600 TRUSTEE FEES 6270 3135 3135 FOREIGN TAXES 497 497 0 FEDERAL EXCISE TAXES 3038 0 0