2025-03-19T15:02:18-05:00 2023-12-31 331197384 ANDERSEN TAX LLC 1 NORTH CLEMATIS STREET SUITE 110 WEST PALM BEACH FL 33401 990 2023-01-01 842051687 KAZILIONIS CHARITABLE FUND KAZI 5615986700 7121 FAIRWAY DRIVE 410 PALM BEACH GARDENS FL 33418 PAUL D KAZILIONIS PRESIDENT 5615986700 2025-03-19 1 0 LINDSEY GERLOCK P01253608 5618056550 2023 2025-03-06 01:10:19Z PAUL D KAZILIONIS 7121 FAIRWAY DRIVE STE 410 PALM BEACH GARDENS FL 33418 3349805 0 X N/A X 2019 DE THE ORGANIZATION IS OPERATING TO SUPPORT OR BENEFIT PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO DECHOMAI OR COLBY COLLEGE. 3 2 0 0 0 0 2500 3276000 0 0 0 73805 0 0 2500 3349805 150000 100000 0 0 0 0 0 0 0 28184 58837 178184 158837 -175684 3190968 22578184 25769152 0 0 22578184 25769152 THE ORGANIZATION IS OPERATING TO SUPPORT OR BENEFIT PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO DECHOMAI OR COLBY COLLEGE. 0 0 100000 100000 THE ORGANIZATION IS OPERATING TO SUPPORT OR BENEFIT PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO DECHOMAI OR COLBY COLLEGE. 100000 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 1 1 0 X THE ORGANIZATION 5615986700 7121 FAIRWAY DRIVE STE 410 PALM BEACH GARDENS FL 33418 PAUL D KAZILIONIS CHAIRMAN, PRESIDENT, DIREC 0.20 X X 0 0 0 DOUGLAS TERP TREASURER, DIRECTOR 0.20 40.00 X X 0 462014 54291 BRYAN K CLONTZ SECRETARY, DIRECTOR 0.20 5.00 X X 0 0 0 0 462014 54291 0 0 1 0 0 3276000 3276000 3276000 73805 73805 3349805 0 0 73805 100000 100000 29548 29548 29289 29289 158837 100000 58837 0 178184 19347 1500000 1573805 20900000 24176000 22578184 25769152 0 0 X 0 0 0 0 22578184 25769152 22578184 25769152 22578184 25769152 3190968 0 X 0 0 0 X X X 3 PRESIDENTS&TRUSTEES OF COLBY COLLEGE 010211497 2 1 0 0 THE DECHOMAI FOUNDATION 061676688 7 1 0 0 NOTRE DAME UNIVERSITY 350868188 2 0 100000 0 3 100000 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 PART IV, SECTION A, LINE 1: KAZILIONIS CHARITABLE FUND (ORGANIZATION") LISTS THE FOLLOWING SUPPORTED ORGANIZATIONS IN THE GOVERNING DOCUMENTS: 1) THE DECHOMAI FOUNDATION ("DECHOMAI"). DECHOMAI IS A SECTION 501(C)(3) PUBLIC CHARITY THAT OPERATES TO SUPPORT CHARITABLE DONORS AND DONEES WHO PROMOTE RELIGIOUS, CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY, AND EDUCATIONAL PURPOSES, AS WELL AS FOSTER NATIONAL OR INTERNATIONAL AMATEUR SPORTS COMPETITION (EXCLUDING THE PROVISION OF ATHLETIC FACILITIES AND EQUIPMENT), AND PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS. 2) PRESIDENT AND TRUSTEES OF COLBY COLLEGE ("COLBY"). COLBY IS A SECTION 501(C)(3) PUBLIC CHARITY THAT OPERATES ONE OF THE NATION'S PREEMINENT PRIVATE COLLEGES. COLBY SEEKS TO PROVIDE A UNIQUE EDUCATIONAL EXPERIENCE AND BROAD ACQUAINTANCE WITH HUMAN KNOWLEDGE TO ENABLE EACH OF ITS STUDENTS TO FULFILL HIS OR HER UNIQUE POTENTIAL. COLBY SEEKS TO EXPAND HUMAN KNOWLEDGE GLOBALLY, AS WELL AS PERSONALLY. THE ORGANIZATION IS OPERATED, SUPERVISED, AND CONTROLLED BY DECHOMAI AND COLBY. THE GOVERNING DOCUMENTS ALSO DESIGNATE ADDITIONAL SUPPORTED ORGANIZATIONS BY CLASS. THE ORGANIZATION ARTICLES PROVIDE THAT THE ORGANIZATION OPERATES TO SUPPORT OR BENEFIT PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO DECHOMAI OR COLBY (THE "CLASS"). PART IV, SECTION B, LINE 2: AS MENTIONED EARLIER IN THIS SECTION, THE ORGANIZATION OPERATES TO SUPPORT OR BENEFIT PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO DECHOMAI OR COLBY (THE "CLASS"). THE ORGANIZATION PAID A GRANT TO THE FOLLOWING ORGANIZATION IN 2023, WHICH IS THE SAME CLASS AS DECHOMAI OR COLBY: 1) NOTRE DAME UNIVERSITY TO BENEFIT STUDENTS WHO ARE IN NEED OF FINANCIAL ASSISTANCE, TO PROVIDE FELLOWSHIPS FOR GRADUATE STUDENTS, TO OFFSET THE TUITION COSTS FOR VETERANS, AND TO SUPPORT OTHER CAUSES. THIS ORGANIZATION IS CLOSELY RELATED IN PURPOSE OR FUNCTION TO THE CLASS BECAUSE OF ITS EDUCATION INIATIVES. PART IV, SECTION A, LINE 9B: THE FUND IS GOVERNED BY A BOARD OF DIRECTORS COMPRISED OF 3 MEMBERS WITH EACH HAVING EQUAL VOTING POWER TO DIRECT THE FUND'S INVESTMENTS, EXPENDITURES, CONTRIBUTIONS, DISBURSEMENTS, AND OTHER ACTIVITIES. NO ACTION MAY BE TAKEN WITHOUT THE APPROVAL OF A MAJORITY OF THE BOARD OF DIRECTORS. PAUL D. KAZILIONIS IS ONE DIRECTOR, ALONG WITH BRYAN CLONTZ AND DOUGLAS TERP (REPRESENTATIVES OF DECHOMAI FOUNDATION AND COLBY COLLEGE, THE SUPPORTED ORGANIZATIONS). MR. KAZILIONIS DOES NOT HAVE THE AUTHORITY TO CAUSE THE FUND TO ACT OR REFRAIN FROM ACTING WITHOUT THE APPROVAL OF AT LEAST ONE OTHER DIRECTOR. THE FUND OWNS A LIMITED PARTNER PARTNERSHIP INTEREST IN WESTBROOK GROUP, LP THAT REPRESENTS THE RIGHT TO AN AWARDED CARRIED INTEREST IN WESTBROOK REAL ESTATE FUND X, L.P. AND WESTBROOK REAL ESTATE FUND XI, L.P. THE PARTNERSHIPS ARE REAL ESTATE INVESTMENT FUNDS, AND THE INTEREST IS A NON-VOTING, PROFITS ONLY INTEREST. MR. KAZILIONIS OWNS MORE THAN A 35% INTEREST IN WESTBROOK GROUP, LP AND THE UNDERLYING AWARDED CARRIED INTERESTS IN WESTBROOK REAL ESTATE FUND X, L.P. AND WESTBROOK REAL ESTATE FUND XI, L.P. BOTH PARTNERSHIP AGREEMENTS PROVIDE THAT THE GENERAL PARTNER SHALL MAKE QUARTERLY DISTRIBUTIONS FIRST TO PAY A PREFERRED RETURN AND THEN IN ACCORDANCE WITH CERTAIN PERCENTAGES. THE GENERAL PARTNER (AND THE DISQUALIFIED PERSON) HAVE NO AUTHORITY TO MAKE NON-PRO RATA DISTRIBUTIONS TO PARTNERS. NO PROVISION OF THE AGREEMENTS AUTHORIZES ANY SUCH DISTRIBUTION. IF MONEY IS AVAILABLE FOR DISTRIBUTION, THEN IT MUST BE DISTRIBUTED. PART IV, SECTION A, LINE 9C: SEE RESPONSE TO 9B, ABOVE. PART I, LINE 12G, COLUMN IV: THE ORGANIZATION'S GOVERNING DOCUMENTS DESIGNATE ADDITIONAL SUPPORTED ORGANIZATIONS BY CLASS. SO , EVEN THOUGH NOTRE DAME UNIVERSITY IS NOT SPECIFICALLY LSITED IN THE GOVERNING DOCUMENTS, IT IS PART OF THE SAME CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS SPECIFICALLY DESIGNATED IN THE GOVERNING DOCUMENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 7% CARRIED INTEREST IN WESTBROOK REAL ESTATE FUND X, LP 8900000 F 10% CARRIED INTEREST IN WESTBROOK REAL ESTATE FUND XI, LP 12000000 F 4.75625% CARRIED INTEREST IN WESTBROOK REAL ESTATE FUND X, LP 3276000 F 24176000 0 NOTRE DAME UNIVERSITY 1100 GRACE HALL NOTRE DAME IN 46556 350868188 SEC 501(C)(3) 100000 0 TO BENEFIT STUDENTS WHO ARE IN NEED OF FINANCIAL ASSISTANCE, TO PROVIDE FELLOWSHIPS FOR GRADUATE STUDENTS, TO OFFSET THE TUITION COSTS FOR VETERANS, AND TO SUPPORT OTHER CAUSES. 1 1 PART I, LINE 2: IT IS ANTICIPATED THAT APPROPRIATE OVERSIGHT MECHANISMS AND PROCEDURES WILL BE IMPLEMENTED TO ASSURE THAT THE FUND'S RESOURCES ARE USED TO FURTHER THE FUND'S EXEMPT PURPOSES. BASED ON THE FUND'S INTENDED OPERATIONS, THE ORGANIZATION'S DISTRIBUTIONS WILL TYPICALLY NOT REQUIRE OVERSIGHT, SINCE DISTRIBUTIONS WILL BE MADE TO OTHER TAX-EXEMPT ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 DOUGLAS TERP TREASURER, DIRECTOR 0 409525 0 40000 0 12489 0 26802 0 27489 0 516305 0 0 X 1 3276000 QUALIFIED APPRAISAL 1 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER RECEIVED A COPY OF THE RETURN TO REVIEW BEFORE THE RETURN WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH DIRECTOR: (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 PERIODIC REVIEWS ARE CONDUCTED TO DETERMINE WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC DOUGLAS TERP - 4774 MAYFLOWER HILL DRIVE, WATERVILLE, ME 04901. BRYAN K. CLONTZ - 3713 PINE STREET, JACKSONVILLE, FL 32205. DECHOMAI FOUNDATION INC 3713 PINE STREET JACKSONVILLE FL 33205 061676688 ASSIST CHARITABLE INSTITUTIONS PROCESS NON-CASH DONATIONS NV 501(C)(3) LINE 7 N/A 0 THE PRESIDENTS AND TRUSTEES OF COLBY COLLEGE 4774 MAYFLOWER HILL DR WATERVILLE ME 04901 010211497 EDUCATION ME 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0