2024-05-07T07:43:46-05:00 2023-12-31 383542207 DENNIS J LIEFER CPA PC 32871 MIDDLEBELT SUITE 200 FARMINGTON HILLS MI 48334 990PF 2023-01-01 383573217 KAHN SOVEL MERTZ FUND KAHN 3122080287 8309 RIVER TRAIL LANE BETHESDA MD 20817 JULEE MERTZ PRESIDENT 3122080287 2024-05-07 1 JULEE MERTZ 999009999 1 DENNIS J LIEFER P00057381 2488553902 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 876139 X 399951 22988 22988 77818 570552 77818 266 266 0 501023 101072 0 0 0 0 0 2800 2800 0 0 1350 1350 0 0 3320 3320 0 0 7470 7470 0 0 154475 154475 161945 7470 0 154475 339078 93602 0 116283 220307 220307 325925 560979 655832 442208 781286 876139 0 0 X 0 0 0 0 442208 781286 442208 781286 442208 781286 442208 339078 0 781286 0 781286 APA CORP P 2019-10-14 2023-02-17 2030 1107 923 923 CHEVRON CORP P 2019-10-14 2023-02-17 1631 1163 468 468 CONSTELLATION BRANDS P 2022-01-28 2023-02-17 5683 5059 624 624 CORE LABORATORIES P 2022-01-28 2023-02-17 5855 6254 -399 -399 EOG RESOURCES P 2019-10-14 2023-01-17 1289 681 608 608 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435 435 SCHLUMBERBER LTD P 2019-10-14 2023-02-17 3996 2458 1538 1538 SHELL PLC P 2020-09-03 2023-12-26 3167 1435 1732 1732 SIMON PROPERTIES P 2023-02-17 2023-12-26 31592 27566 4026 4026 STRATASYS LTD P 2022-02-28 2023-07-21 11475 11495 -20 -20 SVB FINANCIAL P 2023-02-17 2023-09-05 2938 -2938 -2938 TECK RESOURCES P 2023-02-17 2023-03-07 3944 4393 -449 -449 THERMO FISHER P 2009-05-21 2023-02-17 2802 177 2625 2625 TRUIST FINANCIAL P 2023-02-17 2023-03-13 3764 5568 -1804 -1804 ULTA BEAUTY P 2018-06-25 2023-02-17 10599 4910 5689 5689 US BANCORP P 2023-02-17 2023-05-05 4657 7300 -2643 -2643 ZIMVIE INC P 2022-02-28 2023-02-17 119 288 -169 -169 77818 1301 0 1301 0 1301 0 0 0 0 0 69 1370 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 N/A JULEE MERTZ 3122080287 8309 RIVER TRAIL LANE BETHESDA MD 20817 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULEE MERTZ 8309 RIVER TRAIL LANE BETHESDA MD 20817 PRESIDENT 0.00 0 0 0 ALYSSA MERTZ 18 WINDEMERE GROSSE POINTE FARMS MI 48236 VICE PRESIDENT 0.00 0 0 0 ALYSSA MERTZ 18 WINDEMERE GROSSE POINTE FARMS MI 48236 SECRETARY 0.00 0 0 0 JULEE MERTZ 8309 RIVER TRAIL LANE BETHESDA MD 20817 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 712997 0 0 712997 0 0 712997 10695 702302 35115 35115 1301 1301 33814 0 33814 0 33814 154475 0 154475 33814 0 0 35667 89581 73263 95445 93259 387215 154475 0 0 0 33814 120661 0 0 507876 0 0 0 0 0 0 35667 472209 89581 73263 95445 93259 120661 JULEE MERTZ 8309 RIVER TRAIL LANE BETHESDA MD 20817 3122080287 APPLICANTS FULL NAME, ADDRESS, PHONE NUMBER NO SUBMISSION DEADLINES NO RESTRICTIONS OR LIMITATIONS ON AWARDS ADAT SHALOM SYNAGOGUE 29901 MIDDLEBELT ROAD FARMINGTON HILLS MI 48334 NONE GENERAL FUND CONTRIBUTION 12070 BALTIMORE ZIONIST DISTRICT 104 CHURCH LANE 130 PIKESVILLE MD 21208 NONE GENERAL FUND CONTRIBUTION 250 CANTORS ASSEMBLY 55 SOUTH MILLER RD SUITE 201 FAIRLAWN OH 44333 NONE GENERAL FUND CONTRIBUTION 2500 CHANNEL 56 PUBLIC TELEVISION 1 CLOVER COURT WIXOM MI 48393 NONE GENERAL FUND CONTRIBUTION 1000 DAILY GIVING 222 WESTCHESTER AVE WHITE PLAINS NY 10605 NONE GENERAL FUND CONTRIBUTION 1534 DETROIT INSTITUTE OF ARTS 5200 WOODWARD AVENUE DETROIT MI 48202 NONE GENERAL FUND CONTRIBUTION 3100 DETROIT JEWISH NEWS FOUNDATION 29200 NORTHWESTERN HWY STE 110 SOUTHFIELD MI 48034 NONE GENERAL FUND CONTRIBUTION 2000 DOWNTOWN SYSAGOGUE 1457 GRISWOLD STREET DETROIT MI 48226 NONE GENERAL FUND CONTRIBUTION 12000 FRIENDS OF B'NAI DAVID CEMETERY 4540 CHEROKEE LANE BLOOMFIELD HILLS MI 48301 NONE GENERAL FUND CONTRIBUTION 750 FRIENDS OF IDF PO BOX 999 WALLED LAKE MI 48390 NONE GENERAL FUND CONTRIBUTION 5000 FRIENDS OF UNITED HATZALAH 208 EAST 51ST STREET STE 303 NEW YORK NY 10022 NONE GENERAL FUND CONTRIBUTION 5000 GILDAS CLUB 3517 ROCHESTER ROAD ROYAL OAK MI 48073 NONE GENERAL FUND CONTRIBUTION 1500 GROSSE POINTE JEWISH COUNCIL PO BOX 36432 GROSSE POINTE MI 48236 NONE GENERAL FUND CONTRIBUTION 1000 HADASSAH 5030 ORCHARD LAKE ROAD WEST BLOOMFIELD MI 48323 NONE GENERAL FUND CONTRIBUTION 216 HIAS PO BOX 97077 WASHINGTON DC 20090 NONE GENERAL FUND CONTRIBUTION 4120 HIGHER HOPES DETROIT 8898 COMMERCE ROAD 5C COMMERCE TOWNSHIP MI 48382 NONE GENERAL FUND CONTRIBUTION 2000 HUMBLE DESIGN 180 NORTH SAGINAW PONTIAC MI 48342 NONE GENERAL FUND CONTRIBUTION 1000 JARC OF FARMINGTON HILLS 30301 NORTHWESTERN HWY SUITE 100 FARMINGTON HILLS MI 48334 NONE GENERAL FUND CONTRIBUTION 2500 JEWISH COMMUNITY CENTER 6600 W MAPLE ROAD WEST BLOOMFIELD MI 48322 NONE GENERAL FUND CONTRIBUTION 3555 JEWISH FEDERATION OF DETROIT 6735 TELEGRAPH ROAD SUITE 304 BLOOMFIELD HILLS MI 48301 NONE GENERAL FUND CONTRIBUTION 15000 JEWISH HISTORICAL SOCIETY 6600 W MAPLE ROAD WEST BLOOMFIELD MI 48322 NONE GENERAL FUND CONTRIBUTION 1710 JEWISH NATIONAL FUND 78 RANDALL AVENUE ROCKVILLE CENTRE NY 11570 NONE GENERAL FUND CONTRIBUTION 4000 JEWISH SENIOR LIFE 6710 WEST MAPLE WEST BLOOMFIELD MI 48322 NONE GENERAL FUND CONTRIBUTION 1000 JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY SUITE 606 NEW YORK NY 10027 NONE GENERAL FUND CONTRIBUTION 1500 NICELY THEATER GROUP PO BOX 251863 WEST BLOOMFIELD MI 48325 NONE GENERAL FUND CONTRIBUTION 250 MAGEN DAVID ADOM 20 W 36TH ST SUITE 1100 NEW YORK NY 10018 NONE GENERAL FUND CONTRIBUTION 36000 NATIONAL COUNCIL OF JEWISH WOMEN 26400 LAHSER ROAD SUITE 306 SOUTHFIELD MI 48033 NONE GENERAL FUND CONTRIBUTION 3520 NATIONAL MUSEUM OF WOMEN IN THE ARTS 1250 NEW YORK AVENUE NW WASHINGTON DC 20005 NONE GENERAL FUND CONTRIBUTION 2500 ORT AMERICA 6735 TELEGRAPH ROAD SUITE 150 BLOOMFIELD HILLS MI 48301 NONE GENERAL FUND CONTRIBUTION 15000 PLANNED PARENTHOOD OF MICHIGAN PO BOX 3673 ANN ARBOR MI 48106 NONE GENERAL FUND CONTRIBUTION 2000 SANCTUM HOUSE 200 W 2ND STREET 842 ROYAL OAK MI 48068 NONE GENERAL FUND CONTRIBUTION 5000 SCLERODERMA FOUNDATION 1 S DEARBORN ST CHICAGO IL 60603 NONE GENERAL FUND CONTRIBUTION 3000 WEST BLOOMFIELD LIBRARY FRIENDS 4600 WALNUT LAKE ROAD WEST BLOOMFIELD MI 48323 NONE GENERAL FUND CONTRIBUTION 2000 WRCJ PO BOX 930519 WIXOM MI 48393 NONE GENERAL FUND CONTRIBUTION 400 YAD EZRA 2850 W 11 MILE ROAD BERKLEY MI 48072 NONE GENERAL FUND CONTRIBUTION 500 154475 0 22988 266 77818 0 0 101072 101072 4 SOURCE OF INCOME TO ACCOMPLISH EXEMPT PURPOSE 8 SOURCE OF INCOME TO ACCOMPLISH EXEMPT PURPOSE 0 0 0 0 0 0 0 0 0 0 X X 1 SUSAN SOVEL 3405 PINE ESTATES DR ORCHARD LAKE MI 48323 206739 X 2 ALYSSA MERTZ 18 WINDEMERE PL GROSSE POINTE MI 48236 193212 X 1 NVIDIA STOCK 206739 2023-02-14 2 NVIDIA STOCK 193212 2023-02-14 ACCOUNTING FEES 2800 2800 0 0 CORPORATE STOCK INVESTMENTS 560979 655832 MANAGEMENT EXPENSES 3300 3300 0 0 DUES AND FEES 20 20 0 0 MISCELLANEOUS INCOME 266 266 SUSAN SOVEL 3405 PINE ESTATES DR ORCHARD LAKE MI 48323 ALYSSA MERTZ 18 WINDEMERE GROSSE POINTE MI 48236 FEDERAL INCOME TAX 1221 1221 0 0 FOREIGN TAXES 129 129 0 0