Civic Intelligence

Kazilionis Charitable Fund

EIN 84-2051687 • 501(c)3 • Palm Beach Gardens, FL

Profile

The organization is operating to support or benefit publicly supported organizations which are closely related in purpose or function to dechomai or colby college.

7121 Fairway Drive 410Palm Beach Gardens, FL 33418

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$516,305

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 643.2% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

30th percentile

0.0%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$25,780,132

Up $10,980 (+0.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$25,780,132

Up $10,980 (+0.0%) from 2023

Revenue

Down

$80,276

Down $3,269,529 (-98%) from 2023

Expenses

Down

$69,296

Down $89,541 (-56%) from 2023

Net Income

Down

$10,980

Down $3,179,988 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $22,753,868Liabilities 2021: $0Net Assets 2021: $22,753,8682021Assets 2022: $22,578,184Liabilities 2022: $0Net Assets 2022: $22,578,1842022Assets 2023: $25,769,152Liabilities 2023: $0Net Assets 2023: $25,769,1522023Assets 2024: $25,780,132Liabilities 2024: $0Net Assets 2024: $25,780,1322024

Highlighted filing

2024

Assets$25,780,132
Liabilities$0
Net Assets$25,780,132

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $23,307,280Expenses 2021: $553,412Net Income 2021: $22,753,8682021Revenue 2022: $2,500Expenses 2022: $178,184Net Income 2022: -$175,6842022Revenue 2023: $3,349,805Expenses 2023: $158,837Net Income 2023: $3,190,9682023Revenue 2024: $80,276Expenses 2024: $69,296Net Income 2024: $10,9802024

Highlighted filing

2024

Revenue$80,276
Expenses$69,296
Net Income$10,980

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$80,276
Mission and Program Overview

Mission

The organization is operating to support or benefit publicly supported organizations which are closely related in purpose or function to dechomai or colby college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$25,769,152$25,780,132▲ $10,980
Investments Other Securities$24,176,000$24,176,000→ $0
Investments in Publicly Traded Securities$1,573,805$1,554,081▼ $19,724
Cash and Non-Interest-Bearing Accounts$19,347$50,051▲ $30,704
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$25,769,152$25,780,132▲ $10,980
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,769,152$25,780,132▲ $10,980
Total Liabilities and Net Assets / Fund Balance$25,769,152$25,780,132▲ $10,980

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,276,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul D KazilionisChairman, President, Direc
Bryan K ClontzSecretary, Director
Douglas TerpTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$80,276
Other Revenue
$0
Change in Net Assets
$10,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$19,296
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Services Accounting-$18,077-$18,077
Fees for Services Legal-$1,219-$1,219
Total Functional Expenses$50,000$19,296$0$69,296
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dechomai FoundationJacksonville, FLSec 501(c)(3)To Support Charitable Donors and Donees That Promote Religious, Charitable, Scientific, Literary and Educational Purposes, Sports Competitions, and the Prevention of Cruelty to Children or Animals.$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Kazilionis Charitable Fund
EIN
84-2051687
Phone
5615986700
Address
7121 FAIRWAY DRIVE 410, PALM BEACH GARDENS, FL 33418

Signing Officer

Name
Paul D Kazilionis
Title
President
Phone
5615986700
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul D Kazilionis
Formed
2019
Legal Domicile
De
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Andersen Tax LLC
Address
1 NORTH CLEMATIS STREET SUITE 110, WEST PALM BEACH, FL 33401
Preparer
Lindsey Gerlock
Phone
5618056550
Raw XML AppendixShowing 400 of 407 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION IS OPERATING TO SUPPORT OR BENEFIT PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO DECHOMAI OR COLBY COLLEGE.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05615986700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07121 FAIRWAY DRIVE STE 410
IRS990/BooksInCareOfDetail/USAddress/CityNm0PALM BEACH GARDENS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033418
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt019347
IRS990/CashNonInterestBearingGrp/EOYAmt050051
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt050000
IRS990/CYInvestmentIncomeAmt080276
IRS990/CYOtherExpensesAmt019296
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt010980
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt069296
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt080276
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION IS OPERATING TO SUPPORT OR BENEFIT PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO DECHOMAI OR COLBY COLLEGE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt050000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018077
IRS990/FeesForServicesAccountingGrp/TotalAmt018077
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01219
IRS990/FeesForServicesLegalGrp/TotalAmt01219
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt154291
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL D KAZILIONIS
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUGLAS TERP
IRS990/Form990PartVIISectionAGrp/PersonNm2BRYAN K CLONTZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1462014
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN, PRESIDENT, DIREC
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY, DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt050000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt080276
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt080276
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080276
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt024176000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt024176000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01573805
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01554081
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION IS OPERATING TO SUPPORT OR BENEFIT PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO DECHOMAI OR COLBY COLLEGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt025769152
IRS990/NetAssetsOrFundBalancesEOYAmt025780132
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL D KAZILIONIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03276000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0100000
IRS990/PYInvestmentIncomeAmt073805
IRS990/PYOtherExpensesAmt058837
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03190968
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0158837
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03349805
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt010980
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt025769152
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt025780132
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0KAZILIONIS 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").
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2SEE RESPONSE TO 9B, ABOVE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 9B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION A, LINE 9C:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0010211497
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1061676688
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2350868188
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt150000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PRESIDENTS&TRUSTEES OF COLBY COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE DECHOMAI FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2NOTRE DAME UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt050000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08900000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt112000000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23276000
IRS990ScheduleD/OtherSecuritiesGrp/Desc07% CARRIED INTEREST IN WESTBROOK REAL ESTATE FUND X, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc110% CARRIED INTEREST IN WESTBROOK REAL ESTATE FUND XI, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc24.75625% CARRIED INTEREST IN WESTBROOK REAL ESTATE FUND X, LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt024176000
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0SEC 501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT CHARITABLE DONORS AND DONEES THAT PROMOTE RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, SPORTS COMPETITIONS, AND THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DECHOMAI FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0061676688
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03713 PINE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JACKSONVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd032205
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0IT 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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt040000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0409525
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt026802
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt027489
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt012489
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DOUGLAS TERP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TREASURER, DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0516305
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH MEMBER RECEIVED A COPY OF THE RETURN TO REVIEW BEFORE THE RETURN WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PERIODIC 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOUGLAS TERP - 4774 MAYFLOWER HILL DRIVE, WATERVILLE, ME 04901. BRYAN K. CLONTZ - 3713 PINE STREET, JACKSONVILLE, FL 32205.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DECHOMAI FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE PRESIDENTS AND TRUSTEES OF COLBY COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0061676688
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1010211497
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSIST CHARITABLE INSTITUTIONS PROCESS NON-CASH DONATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03713 PINE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt14774 MAYFLOWER HILL DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0JACKSONVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WATERVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1ME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd104901
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt025769152
IRS990/TotalAssetsEOYAmt025780132
IRS990/TotalAssetsGrp/BOYAmt025769152
IRS990/TotalAssetsGrp/EOYAmt025780132
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019296
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050000
IRS990/TotalFunctionalExpensesGrp/TotalAmt069296
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025769152
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt025780132
IRS990/TotalOtherCompensationAmt054291
IRS990/TotalProgramServiceExpensesAmt050000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt080276
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080276
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025769152
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt025780132
IRS990/TotReportableCompRltdOrgAmt0462014
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07121 FAIRWAY DRIVE STE 410
IRS990/USAddress/CityNm0PALM BEACH GARDENS
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033418
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL D KAZILIONIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05615986700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAZILIONIS CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0KAZI
ReturnHeader/Filer/EIN0842051687
ReturnHeader/Filer/PhoneNum05615986700
ReturnHeader/Filer/USAddress/AddressLine1Txt07121 FAIRWAY DRIVE 410
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033418
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 NORTH CLEMATIS STREET SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033401

Document Assets

No mirrored PDF or thumbnail assets are attached yet.