2026-02-04T15:57:07-06:00 2025-03-31 390859910 BAKER TILLY ADVISORY GROUP LP 1000 TOWN CENTER STE 2700 SOUTHFIELD MI 48075 990PF 2024-04-01 382712361 THE D DAN AND BETTY KAHN FOUNDATION DDAN 2487810200 2301 W BIG BEAVER RD 750 TROY MI 48084 LAWRENCE WOLFE PRESIDENT 2487810200 2026-02-13 1 0 WENDY EVATZ P01062301 2483727300 2026-01-27 2024 2025-03-06 01:10:19Z X 117437812 X 0 X 1671274 1671274 19290094 19290094 583754 510362 21545122 21471730 0 0 0 110472 55236 55236 22680 11340 11340 89061 76496 10000 52534 0 0 23729 49 0 298476 143121 76576 10043000 10043000 10341476 143121 10119576 11203646 21328609 31819312 7761829 7761829 0 61111719 64884489 12293554 25798754 25669624 47274075 7918285 19121870 91386941 102590587 117437812 0 0 X 0 0 0 0 91386941 102590587 91386941 102590587 91386941 102590587 91386941 11203646 0 102590587 0 102590587 US BANK - INVESTMENT SALES 19290094 19290094 19290094 296468 0 296468 0 296468 70052 0 340000 0 410052 0 113584 113584 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MI 1 0 0 0 0 1 N/A BAKER TILLY ADVISORY GROUP LP 2483727300 1000 TOWN CENTER SUITE 2700 SOUTHFIELD MI 48075 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWRENCE A WOLFE 2301 W BIG BEAVER RD SUITE 750 TROY MI 48084 PRESIDENT / TRUSTEE 1.00 0 0 0 PATRICE AARON 555 BRIARWOOD CIR STE 300 ANN ARBOR MI 48108 VICE PRESIDENT / TRUSTEE 1.00 0 0 0 ARTHUR WEISS 27777 FRANKLIN RD SUITE 2500 SOUTHFIELD MI 48034 SECRETARY / TREASURER 1.00 0 0 0 NONE 0 TAFT STETTINIUS & HOLLISTER LLP 27777 FRANKLIN RD STE 2500 SOUTHFIELD MI 48034 LEGAL 122747 MERCER 800 MARKET STREET SUITE 1800 ST LOUIS MO 63101 INVESTMENT ADVISOR 74405 0 0 109975558 8928490 0 118904048 0 0 118904048 1783561 117120487 5856024 5856024 296468 18365 314833 5541191 0 5541191 0 5541191 10119576 0 10119576 5541191 0 0 5763595 5763595 10119576 0 0 0 5541191 4578385 0 0 10341980 0 0 0 0 0 0 0 10341980 5763595 4578385 X CONGREGATION TCHIYAH 15000 W 10 MILE RD OAK PARK MI 48237 NONE 501 (C)(3) GENERAL CHARITABLE SUPPORT 25000 JEWISH FEDERATION OF ANN ARBOR 2939 BIRCH HOLLOW DRIVE ANN ARBOR MI 48108 NONE 501 (C)(3) GENERAL CHARITABLE SUPPORT 18000 UNIVERSITY OF MICHIGAN 301 E LIBERTY STE 300 ANN ARBOR MI 48014 NONE 501 (C)(3) PAVILION PROJECT GIFTS-CONSTRUCTION ME FURNISHING 10000000 10043000 0 14 1671274 18 19290094 PARTNERSHIP INCOME 510362 UBTI PARTNERSHIP INCOME 73392 0 21545122 0 21545122 11 INCOME (LOSS) FROM PARTNERSHIP INVESTMENTS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 22680 11340 11340 BONDS & MUTUAL FUNDS 25798754 25669624 61111719 64884489 0 0 OFFSHORE LONG/SHORT HEDGE FUNDS AT COST 2149072 10096621 PARTNERSHIP INVESTMENTS AT COST 5769213 9025249 LEGAL 110472 55236 55236 UBTI INVESTMENT CONSULTING 11405 0 0 UBTI LEGAL FEES 12275 0 0 MISCELLANEOUS 49 49 0 PARTNERSHIP INCOME 510362 510362 510362 UBTI PARTNERSHIP INCOME 73392 73392 INVESTMENT ADVISORY FEES 76496 76496 0 NON-DEDUCTIBLE EXPENSES FROM PARTNERSHIPS 2565 0 0 FOUNDATION CONSULTING 10000 0 10000 EXCISE & UBTI TAXES 52534 0 0