2024-11-11T10:51:46-06:00 2023-12-31 920460586 PWC US TAX LLP 500 WOODWARD AVENUE DETROIT MI 48226 990 2023-01-01 822756579 HW KAUFMAN FINANCIAL GROUP RELIEF FUND HWKA 2486266763 30833 NORTHWESTERN HWY 200 FARMINGTON HILLS MI 48334 ALAN J KAUFMAN DIRECTOR 2486266763 2024-10-22 1 0 KERRI LUMETTA HEYDENS P00845302 3133946000 2023 2024-10-15 13:58:12Z ALAN J KAUFMAN 30833 NORTHWESTERN HWY 200 FARMINGTON HILLS MI 48334 77132 0 X N/A X 2017 MI TO ACCEPT CHARITABLE DONATIONS AND DISTRIBUTE FUNDS TO PERSONS WHO ARE VICTIMS OF TRAGEDIES OR LOSS. 3 3 0 0 0 0 121495 77132 0 0 0 0 0 0 121495 77132 78593 50687 0 0 0 0 0 0 0 0 25 78593 50712 42902 26420 46767 73187 0 0 46767 73187 TO PROVIDE HARDSHIP ASSISTANCE TO INDIVIDUALS IN NEED OF DISASTER RELIEF. 0 0 50712 50687 77132 TO PROVIDE HARDSHIP ASSISTANCE TO INDIVIDUALS IN NEED OF DISASTER RELIEF. IN 2023, ASSISTANCE WAS PROVIDED TO INDIVIDUALS THAT WERE AFFECTED BY COVID-19, AS WELL AS TO COVER COSTS DUE TO STORM DAMAGE FROM HURRICANES, CAR ACCIDENTS AND OTHER UNEXPECTED REPAIRS THAT THE INDIVIDUAL MIGHT ENCOUNTER. 50712 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MI X ALAN J KAUFMAN 2486266763 30833 NORTHWESTERN HIGHWAY SUITE FARMINGTON HILLS MI 48334 X ALAN J KAUFMAN PRESIDENT, DIRECTOR 0.50 X X 0 0 0 DANIEL J KAUFMAN SECRETARY, DIRECTOR 0.50 X X 0 0 0 KEVIN HECKMAN TREASURER, DIRECTOR 0.50 X X 0 0 0 0 0 0 0 0 0 0 0 77132 77132 77132 0 0 0 50687 50687 BANK SERVICE FEES 25 25 50712 50712 0 0 46767 73187 46767 73187 0 0 X 0 0 0 0 46767 73187 46767 73187 46767 73187 26420 0 X 0 0 0 X 50000 121495 77132 248627 50000 121495 77132 248627 150593 98034 248627 0.39430 0.37350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 IMMEDIATE DISASTER RELIEF ASSISTANCE FOR INDIVIDUALS AFFECTED BY COVID-19, AS WELL AS TO COVER COSTS DUE TO STORM DAMAGE FROM HURRICANES, CAR ACCIDENTS AND OTHER UNEXPECTED REPAIR COSTS THAT THE INDIVIDUAL MIGHT ENCOUNTER. 13 50687 0 PART I, LINE 2: IN CARRYING OUT THE EXEMPT PURPOSES, THE FUNDS PROVIDE HARDSHIP ASSISTANCE TO INDIVIDUALS IMPACTED BY COVID-19, AS WELL AS TO COVER COSTS DUE TO STORM DAMAGE FROM HURRICANES, CAR ACCIDENTS AND OTHER UNEXPECTED REPAIR COSTS THAT THE INDIVIDUAL MIGHT ENCOUNTER. RELATED TO SUBSTANTIAL CONTRIBUTOR EMPLOYEE OF 35% CONTROLLED ENTITY OF DIRECTOR 50687 CASH COVID-19 RELIEF, STORM DAMAGE ASSISTANCE, CAR ACCIDENT COSTS AND OTHER COST FORM 990, SCHEDULE L, PART III PER EXCEPTION, ALL INDIVIDUALS RECEIVED GRANTS RELATED TO DISASTER RELIEF AND/OR COVID RELIEF ON SCHEDULE L, PART V. FORM 990, PART VI, SECTION A, LINE 2 ALAN J. KAUFMAN AND DANIEL J. KAUFMAN, OFFICERS AND DIRECTORS, HAVE A FAMILY RELATIONSHIP. ALAN J. KAUFMAN, DANIEL J. KAUFMAN, KEVIN HECKMAN, OFFICERS AND DIRECTORS, HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DIRECTORS EACH YEAR BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE RELIEF FUND MONITORS THEIR CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. DISCLOSURE. WHEN A MEMBER OF THE BOARD OR AN OFFICER IS AFFILIATED WITH AN ORGANIZATION SEEKING TO PROVIDE SERVICES OR FACILITIES TO THE CORPORATION, OR WHEN A MEMBER OF THE BOARD OR OFFICER HAS ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST, REAL OR APPARENT, SUCH AFFILIATION OR CONFLICT OF INTEREST SHOULD BE DISCLOSED TO THE BOARD OF TRUSTEES AND MADE A MATTER OF RECORD, EITHER WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION OR AS PART OF A PERIODIC PROCEDURE TO BE ESTABLISHED BY THE BOARD. AN AFFILIATION WITH AN ORGANIZATION WILL BE CONSIDERED TO EXIST WHEN A BOARD MEMBER OR OFFICER OR A MEMBER OF HIS OR HER IMMEDIATE FAMILY OR CLOSE RELATIVE IS AN OFFICER, DIRECTOR, TRUSTEE, PARTNER, EMPLOYEE OR AGENT OF THE ORGANIZATION, OR HAS ANY OTHER SUBSTANTIAL INTEREST OR DEALINGS WITH THE ORGANIZATION. VOTING. ANY BOARD MEMBER OR OFFICER HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER. HOWEVER, HE OR SHE MAY BE COUNTED IN DETERMINING A QUORUM FOR THE MEETING AT WHICH THE MATTER IS VOTED ON, AS PERMITTED BY LAW. THE BOARD SHOULD OBTAIN AND RELY ON APPROPRIATE COMPARABILITY DATA, WHEN APPROPRIATE. THE MINUTES OF THE MEETING SHOULD REFLECT THAT THE DISCLOSURE WAS MADE, THAT THE INTERESTED BOARD MEMBER ABSTAINED FROM VOTING, WHETHER HIS OR HER PRESENCE WAS COUNTED IN DETERMINING A QUORUM, AND WHETHER COMPARABILITY DATA WAS CONSIDERED AND USED AS A BASIS FOR MAKING THE DECISION. THE COMPARABILITY DATA SHOULD BE ATTACHED TO THE MINUTES AND MADE A PART OF THE RECORD. STATEMENT OF POSITION. THE FOREGOING REQUIREMENTS SHOULD NOT BE CONSTRUED TO PREVENT A BOARD MEMBER OR OFFICER FROM STATING HIS OR HER POSITION ON THE MATTER UNDER CONSIDERATION, NOR FROM ANSWERING QUESTIONS OF OTHER BOARD MEMBERS RELATING TO THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ITS OWN COMPENSATION POLICY AS ITS OFFICERS REPORTED ON PART VII ARE COMPENSATED BY A RELATED ORGANIZATION. IF THE KAUFMAN FINANCIAL GROUP RELIEF FUND DECIDES TO HIRE THEIR OWN EMPLOYEES IN THE FUTURE THEY WOULD FOLLOW THE REBUTTABLE PRESUMPTION OF REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 19 THE RELIEF FUND MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. 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