2024-06-13T15:49:03-05:00 2023-12-31 382272300 WEINLANDER FITZHUGH PC 1600 CENTER AVE BAY CITY MI 487080775 990PF 2023-01-01 456307847 JOSEPH AND KAREN KRANTZ FAMILY CHARITABLE TRUST JOSE 9897513129 PO BOX 1698 BAY CITY MI 48706 KATHY J COZAD TRUSTEE 9897513129 2024-05-29 1 KATHY COZAD XXX-XX-XXXX 1 MICHAEL L HANISKO CPA P00036905 9898935577 2024-05-29 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4908237 X X 47138 47138 74610 74610 54616 1964348 54616 176364 176364 0 0 0 1770 885 885 30712 30712 0 5816 2723 0 458 0 458 38756 34320 1343 217762 217762 256518 34320 219105 -80154 142044 245508 162189 162189 4343230 4349735 4738501 10887 7547 7547 4599625 4519471 4908237 0 0 X 0 0 0 0 4599625 4519471 4599625 4519471 4599625 4519471 4599625 -80154 0 4519471 0 4519471 PUBLICLY TRADED SECURITIES 1964311 1909732 54579 54579 CAPITAL GAINS DIVIDENDS P 37 37 37 54616 1974 0 1974 0 1974 8000 0 0 0 8000 0 6026 6026 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 1 0 0 1 N/A KATHY J COZAD 9897513129 2037 BRIAR DR BAY CITY MI 487069415 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHY J COZAD PO BOX 1698 BAY CITY MI 48706 TRUSTEE 4.00 0 0 0 KYLE D COZAD PO BOX 1698 BAY CITY MI 48706 TRUSTEE 1.00 0 0 0 ALYSSA K COZAD PO BOX 1698 BAY CITY MI 48706 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4602085 199375 0 4801460 0 0 4801460 72022 4729438 236472 236472 1974 1974 234498 0 234498 0 234498 219105 0 219105 234498 204279 0 0 219105 204279 0 0 14826 0 0 0 0 0 0 0 0 219672 0 0 0 KATHY J COZAD JOSEPH AND KAREN KRAN PO BOX 1698 BAY CITY MI 48706 9897513129 BRIEF DESCRIPTION OF SITUATION CAUSING THE NEED AND PROVIDE ANY EVIDENCE AVAILABLE. FOR EXAMPLE: IF THERE HAS BEEN A FIRE IN THE HOME, PROVIDE PICTURES. IF UNEMPLOYED, PROVIDE EXPLANATION NONE THE PURPOSE OF THE GRANTS IS TO PROVIDE CARE FOR THE NEEDY WHO ARE SUFFERING FROM POVERTY OR TEMPORARY DISTRESS. THE GRANTS ARE TO BE USED SOLELY FOR ALLEVIATING OR SATISFYING EXISTING NEEDS OF INDIVIDUALS EXPERIENCING SUCH ECONOMIC HARDSHIPS. KATHY J COZAD JOSEPH AND KAREN KRAN PO BOX 1698 BAY CITY MI 48706 9897513129 DESCRIPTION OF USE OF FUNDS NONE GRANTS WILL BE MADE TO OTHER 501(C)(3) ORGANIZATIONS FOR THE PURPOSE IDENTIFIED ON THE APPLICATION. GRANTS MUST BE USED FOR PURPOSE IDENTIFIED. SCHOLORSHIP SELECTION COMMITTEE JOS PO BOX 1698 BAY CITY MI 48706 9897513129 SUBMIT APPLICATION BY MAIL AND INCLUDE ALL INFORMATION OUTLINED. FEBRUARY 15 THE SCHOLARSHIP IS TO BE USED SOLELY FOR TUITION AND TUITION RELATED EXPENSES INCLUDING TUITION AND FEES, BOOKS, AND SUPPLIES, AND OTHER MISC. TUITION RELATED EXPENSES. BAY CITY PUBLIC SCHOOLS 2001 WOODSIDE LANE BAY CITY MI 48706 N/A PUBLIC EDUCATION 12500 BRIAN'S HOUSE 664 W NEBOBISH ESSEXVILLE MI 48732 N/A PUBLIC EVENT SPONSORSHIP 10000 CAN COUNCIL BAY COUNTY 708 CENTER AVE BAY CITY MI 48708 N/A PUBLIC GENERAL FUND 20000 UNIVERSITY OF MICHIGAN MEDICINE 3003 S STATE STREET STE 8000 ANN ARBOR MI 481091288 N/A PUBLIC GENERAL FUND 10000 UNIVERSITY OF MICHIGAN MARCHING BAND 350 EAST HOOVER AVE ANN ARBOR MI 481043707 N/A PUBLIC GENERAL FUND 20000 CENTRAL MICHIGAN UNIVERSITY 524 E BELLOWS MOUNT PLEASANT MI 48859 N/A PUBLIC EQUIPMENT AND TRAVEL FUND 55000 CS MOTT CHILDREN'S HOSPITAL 1540 E HOSPITAL DR ANN ARBOR MI 48109 N/A PUBLIC BOOKS PURCHASED FOR USE IN CHILDREN'S HOSPITAL 1896 OUR LADY OF PEACE ST VINCENT DE PAUL 607 E S UNION BAY CITY MI 48706 N/A PUBLIC GENERAL FUND AND FOOD PANTRY 17000 BAY ARENAC COMMUNITY HIGH SCHOOL 805 LANGSTAFF ESSEXVILLE MI 48732 N/A PUBLIC EDUCATION 2500 UNIVERSITY OF MICHIGAN SCHOOL OF INFORMATION 105 S STATE ST ANN ARBOR MI 481091285 N/A PUBLIC EDUCATION 20000 HUMANE SOCIETY OF WASHTENAW COUNTY 3100 CHERRY HILL RD ANN ARBOR MI 48105 N/A PUBLIC GENERAL FUND 10000 HARBOR SPRINGS PUBLIC SCHOOLS 800 STATE ROAD HARBOR SPRINGS MI 49740 N/A PUBLIC EDUCATION 15000 MICHIGAN MEDICINE PSYCHIATRY DEPARTMENT 1500 E MEDICAL CENTER DR ANN ARBOR MI 48109 N/A PUBLIC GENERAL FUND 10500 HOUSE BY THE SIDE OF THE ROAD 2051 S STATE ST ANN ARBOR MI 48104 N/A PUBLIC GENERAL FUND 466 BAY VETERANS FOUNDATION 1009 N MADISON BAY CITY MI 48708 N/A PUBLIC GENERAL FUND 12900 217762 0 14 47138 14 74610 18 54616 0 176364 0 176364 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 1770 885 885 RAYMOND JAMES #A362 - EXCHANGE TRADED PRODUCTS 2167524 2576569 RAYMOND JAMES #A362 - MUTUAL FUNDS 3946 3655 RAYMOND JAMES #L425 - MUTUAL FUNDS 929715 919668 RAYMOND JAMES #L425 - EXCHANGE TRADED PRODUCTS 1248550 1238609 ACCRUED INTEREST 10887 7547 7547 ADMINISTRATIVE EXPENSES 458 0 458 INVESTMENT MANAGEMENT FEES 30712 30712 0 KATHY J COZAD 2037 BRIAR DR BAY CITY MI 48706 KAREN D KRANTZ 2820 SALZBURG RD BAY CITY MI 48706 JOSEPH W KRANTZ 2820 SALZBURG RD BAY CITY MI 48706 OTHER INVESTMENT TAXES 2723 2723 0 EXCISE TAX ON INVESTMENT INCOME 3093 0 0