2024-11-15T13:41:53-06:00 2023-12-31 824007680 CHARITABLE SERVICES LLC 7801 YORK ROAD STE 230 TOWSON MD 21204 990 2023-01-01 841953499 TUSO TUSO 7659985119 15 CENTER MEETING ROAD WILMINGTON DE 198071301 STEPHEN OLSON TREASURER & SECRETARY 7659985119 2024-11-15 1 0 EMANUEL J KALLINA II P01313169 4103772170 X 2023 2024-10-15 13:58:12Z D MICHAEL LINDSAY 236 WEST READE AVENUE UPLAND IN 46989 6615993 0 X N/A X 2019 DE SUPPORT THE EDUCATIONAL PURPOSES OF TAYLOR UNIVERSITY. 1 1 0 0 1597677 872047 5046026 4741366 0 0 22137 116524 723381 1628577 5791544 6486467 475426 560899 0 0 0 0 0 0 0 682 97166 476108 658065 5315436 5828402 7883788 14029835 0 0 7883788 14029835 THE PURPOSE OF TUSO IS TO SUPPORT TAYLOR UNIVERSITY IN FUNDRAISING ACTIVITIES, AND TO FUNCTION AS A RECEPTACLE FOR ANY NON-CASH GIFTS THAT DONORS MAY MAKE IN THE FUTURE. 0 0 560899 560899 6486467 THE PURPOSE OF TUSO IS TO SUPPORT TAYLOR UNIVERSITY IN FUNDRAISING ACTIVITIES, AND TO FUNCTION AS A RECEPTACLE FOR ANY NON-CASH GIFTS THAT DONORS MAY MAKE IN THE FUTURE. 560899 1 1 0 0 0 1 0 0 0 0 1 0 0 1 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 1 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 1 1 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X STEPHEN OLSON 7659985119 236 W READE AVENUE UPLAND IN 46989 TUCC INC TRUSTEE 0.30 X 0 0 0 MIKE FALDER PRESIDENT 0.30 50.30 X 0 157723 34727 DAVID MELILLI VICE PRESIDENT & EXECUTIVE 0.30 40.00 X 0 0 0 STEPHEN P OLSON SECRETARY & TREASURER 0.30 50.60 X 0 164078 36913 0 321801 71640 0 0 1 0 0 4741366 4660000 4741366 124553 124553 30900 0 30900 30900 30900 121497 129526 -8029 -8029 -8029 TUSO-JONES, LLC 525990 1597677 1597677 1597677 6486467 0 1597677 147424 560899 560899 2551 2551 TAXES 94615 94615 658065 560899 97166 0 150000 150000 315000 315000 315000 7418788 0 13564835 7883788 14029835 0 0 X 7883788 14029835 7883788 14029835 7883788 14029835 5828402 317645 0 X 0 1 X 0 0 X X 2 TAYLOR UNIVERSITY 350868181 2 1 0 407799 SERVANT FOUNDATION 431890105 7 0 30900 0 2 30900 407799 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN IV: TUSO OPERATES TO CARRY OUT THE CHARITABLE PURPOSES OF TAYLOR UNIVERSITY AND THE CLASS OF EXEMPT ORGANIZATIONS HAVING SIMILAR CHARITABLE PURPOSES AS TAYLOR UNIVERSITY WHICH IS CONSIDERED COLLECTIVELY AS TUSO'S SUPPORTED CLASS. PART IV, SECTION A, LINE 1: TUSO OPERATES TO CARRY OUT THE CHARITABLE PURPOSES OF TAYLOR UNIVERSITY AND THE CLASS OF EXEMPT ORGANIZATIONS HAVING SIMILAR CHARITABLE PURPOSES AS TAYLOR UNIVERSITY WHICH IS CONSIDERED COLLECTIVELY AS TUSO'S SUPPORTED CLASS. PART IV, SECTION B, LINE 2: TUSO OPERATES TO CARRY OUT THE CHARITABLE PURPOSES OF TAYLOR UNIVERSITY AND THE CLASS OF EXEMPT ORGANIZATIONS HAVING SIMILAR CHARITABLE PURPOSES AS TAYLOR UNIVERSITY WHICH IS CONSIDERED COLLECTIVELY AS TUSO'S SUPPORTED CLASS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 81366 529999 0 1 1 315000 315000 315000 TUSO-JONES, LLC 13564835 13564835 PART VI, LINE 1B 2 STORY OFFICE BUILDING, ARCHBOLD, OH 1 TAYLOR UNIVERSITY 1846 S MAIN STREET UPLAND IN 46989 350868181 501(C)(3) 0 407799 GENERAL SUPPORT SERVANT FOUNDATION 7171 W 95TH SREET NO 501 OVERLAND PARK KS 66212 431890105 501(C)(3) 30900 0 GENERAL SUPPORT TUCC INC 15 CENTER MEETING ROAD WILMINGTON DE 19807 841943979 501(C)(3) 122200 0 GENERAL SUPPORT 3 SCHEDULE I, PART I, LINE 2 GRANT RECOMMENDATIONS ARE REVIEWED USING THE TAX EXEMPT ORGANIZATION SEARCH AND THE OFFICE OF FOREIGN ASSETS CONTROL SPECIALLY DESIGNATED NATIONALS (SDN) LIST. 0 0 0 0 0 0 0 0 0 STEPHEN P OLSON SECRETARY & TREASURER 0 164078 0 0 0 0 0 9483 0 27430 0 200991 0 0 MIKE FALDER PRESIDENT 0 157723 0 0 0 0 0 8510 0 26217 0 192450 0 0 PART I, LINE 3 THE COMPENSATION OF RELATED ORGANIZATION EMPLOYEES IS DETERMINED BY THE RELATED ORGANIZATION, TAYLOR UNIVERSITY. THE FOLLOWING METHODS WERE USED WHEN SETTING THE COMPENSATION FOR THE PRESIDENT OF TAYLOR UNIVERSITY: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE INDEPENDENT MEMBERS OF THE BOARD OR EXECUTIVE COMMITTEE. X 1 4660000 APPRAISAL 1 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 MIKE FALDER AND STEPHEN OLSON ARE OFFICERS AND EMPLOYEES OF TAYLOR UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 6 TUCC IS THE SOLE TRUSTEE OF TUSO. FORM 990, PART VI, SECTION A, LINE 7A TAYLOR UNIVERSITY HAS THE POWER AND SOLE AND ABSOLUTE DISCRETION TO ADD ADDITIONAL TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE TRUST'S TAX PREPARER PREPARED THE FORM 990, IT WAS REVIEWED BY THE SECRETARY/TREASURER, AND FINALLY IT WAS PRESENTED TO THE TUCC BOARD FOR REVIEW PRIOR TO FILING. THE TRUST UTILIZED THIS PROCESS TO ENSURE THAT ITS FORM 990 RECEIVED SUBSTANTIVE REVIEW BY DIRECTORS AND PROFESSIONALS WITH SPECIFIC KNOWLEDGE OF THE TRUST'S ACTIVITIES AND EXTENSIVE FINANCIAL, ACCOUNTING, AND TAX EXPERTISE. FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TUCC BOARD. THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING WHILE THE TUCC BOARD DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. THE CHAIRMAN OF THE TUCC BOARD SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE TUCC BOARD SHALL DETERMINE WHETHER THE CHARITY CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF SUCH A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES, THE TUCC BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CHARITY'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, THE TUCC BOARD SHALL MAKE ITS DECISION AS TO WETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE TUCC BOARD HAS REASONABLE CAUSE TO BELIEVE THE INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE INTERESTED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE INTERESTED PERSON'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE TUCC BOARD DETERMINES THE INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE MINUTES OF THE TUCC BOARD SHALL CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE TUCC BOARD'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; AND THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). TUSO-COLLINS LLC 1013 CENTRE ROAD SUITE 403-B WILMINGTON DE 19805 880899881 GRANTS TO QUALIFIED CHARITIES DE 0 TUSO TUSO-JONES LLC 15 CENTER MEETING ROAD WILMINGTON DE 19807 880725489 GRANTS TO QUALIFIED CHARITIES DE 1132783 13564835 TUSO TUSO-MINISTRY PARTNERS LLC 15 CENTER MEETING ROAD WILMINGTON DE 19807 882671190 GRANTS TO QUALIFIED CHARITIES DE 150000 TUSO TUSO-RUPP LLC 15 CENTER MEETING ROAD WILMINGTON DE 19807 881617168 GRANTS TO QUALIFIED CHARITIES DE 315000 TUSO TAYLOR UNIVERSITY FOUNDATION 236 W READE AVENUE UPLAND IN 46989 356047122 SUPPORT TAYLOR UNIVERSITY IN 501(C)(3) LINE 12A, I TAYLOR UNIVERSITY 1 TAYLOR UNIVERSITY BROADCASTING INC 1025 W RUDISILL BOULEVARD FORT WAYNE IN 46807 351975367 CHRISTIAN BROADCASTING IN 501(C)(3) LINE 12A, I TAYLOR UNIVERSITY 1 1846 ENTERPRISES INC 236 W READE AVENUE UPLAND IN 46989 833307764 SUPPORT TAYLOR UNIVERSITY IN 501(C)(3) LINE 12A, I TAYLOR UNIVERSITY 1 TUCC INC 15 CENTER MEETING ROAD WILMINGTON DE 19807 841943979 SUPPORT TAYLOR UNIVERSITY IN 501(C)(3) LINE 12A, I TAYLOR UNIVERSITY 1 TAYLOR UNIVERSITY 1846 S MAIN STREET UPLAND IN 46989 350868181 HIGHER EDUCATION IN 501(C)(3) LINE 2 N/A 0 CHARITABLE REMAINDER TRUSTS (1) CHARITABLE TRUSTS FL TAYLOR UNIVERSITY T 1 CHARITABLE REMAINDER TRUSTS (8) CHARITABLE TRUSTS IN TAYLOR UNIVERSITY T 1 CHARITABLE REMAINDER TRUSTS (2) CHARITABLE TRUSTS MI TAYLOR UNIVERSITY T 1 CHARITABLE REMAINDER TRUSTS (1) CHARITABLE TRUSTS MO TAYLOR UNIVERSITY T 1 CHARITABLE REMAINDER TRUSTS (1) CHARITABLE TRUSTS OH TAYLOR UNIVERSITY T 1 CHARITABLE REMAINDER TRUSTS (1) CHARITABLE TRUSTS CA TAYLOR UNIVERSITY T 1 POOLED INCOME FUNDS (2) POOLED INCOME FUND DE TAYLOR UNIVERSITY T 1 1846 REAL ESTATE - KERSHNER COMMONS LLC 236 WEST READE AVENUE UPLAND IN 46989 320166204 REAL ESTATE IN 1846 ENTERPRISES INC C 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TUCC INC B 122200 FAIR MARKET VALUE TAYLOR UNIVERSITY B 407799 FAIR MARKET VALUE TUCC INC C 81366 FAIR MARKET VALUE 0 0 0 0.04000