Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
SUTARUK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3707 WEST MAPLE ROAD STE 302
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLOOMFIELD HILLS, MI48301
A Employer identification number

11-3673305
B Telephone number (see instructions)

(248) 631-4965
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,336,316
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 591 591  
4 Dividends and interest from securities... 31,910 31,910  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 482,106
b Gross sales price for all assets on line 6a 1,807,190
7 Capital gain net income (from Part IV, line 2)... 482,106
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 514,607 514,607  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 4,552      
b Accounting fees (attach schedule)....... 8,580      
c Other professional fees (attach schedule).... 4,170      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,190      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,159      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 145      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,796 0   0
25 Contributions, gifts, grants paid....... 235,000 235,000
26 Total expenses and disbursements. Add lines 24 and 25 254,796 0   235,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 259,811
b Net investment income (if negative, enter -0-) 514,607
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 185,592 266,843 266,843
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 105,430    
b Investments—corporate stock (attach schedule)....... 731,386    
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment
List of Attached Documents:
// Content
1,015,376
1,069,473
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,022,408 1,282,219 1,336,316
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,022,408 1,282,219
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,022,408 1,282,219
30 Total liabilities and net assets/fund balances (see instructions). 1,022,408 1,282,219
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,022,408
2
Enter amount from Part I, line 27a .....................
2
259,811
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,282,219
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,282,219
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 2137 SHARES ATT INC D 2003-01-01 2024-02-05
b 600 SHARES FIRST MAJESTIC SILVER D 2003-01-01 2024-02-05
c 500 SHARES SPDR BLOOMBERG CON D 2003-01-01 2024-02-05
d 1463.588 SHARES J HANCOCK GOV INC D 2003-01-01 2024-02-05
e 338.628 SHARES FIDELITY GROWTH P 2024-02-06 2024-10-09
50 SHARES AGNICO MINES D 2003-01-01 2024-02-05
12 SHARES GE HEALTH TECH D 2003-01-01 2024-02-05
202 SHARES SYNNEX CORP D 2003-01-01 2024-02-05
638.133 SHARES LOOMIS SAYLES BOND P 2013-02-15 2024-02-05
784.052 SHARES FIDELITY INTL SM P 2024-02-06 2024-10-09
1212 SHARES AMER ELECTIC POWER D 2003-01-01 2024-02-05
37 SHARES GENERAL ELECTRIC CO D 2003-01-01 2024-02-05
166 SHARES TRILOGY METALS INC D 2003-01-01 2024-02-05
2948.276 SHARES PGIM NATIONAL MUNI D 2003-01-01 2024-02-05
169.878 SHARES JANUS HEND ENT P 2024-02-06 2024-10-09
183 SHARES BARRICK GOLD D 2003-01-01 2024-02-05
93 SHARES GENERAL MOTORS D 2003-01-01 2024-02-05
68 SHARES US NATURAL GAS D 2003-01-01 2024-02-05
63.45 SHARES PRIMECAP ODYSSEY D 2003-01-01 2024-02-05
1684.478 SHARES MORGAN ST INTER P 2024-02-06 2024-10-09
1312 SHARES BP PLC D 2003-01-01 2024-02-05
1250 SHARES GOLD FIELDS LTD D 2003-01-01 2024-02-05
2400 SHARES VERION COMMUN D 2003-01-01 2024-02-05
926.262 SHARES BLACKROCK INC FD P 2024-02-06 2024-05-17
1126 SHARES VANGUARD FTSE P 2024-02-06 2024-10-09
243 SHARES CMS ENERGY CORP D 2003-01-01 2024-02-05
3300 SHARES HARMONY GOLD MIN D 2003-01-01 2024-02-05
1720 SHARES WEC ENERGY D 2003-01-01 2024-02-05
36.737 SHARES FIDELITY ADV GROW P 2024-02-06 2024-05-17
182 SHARES VANGUARD MID CAP P 2024-02-06 2024-10-09
202 SHARES CONCENTRIX D 2003-01-01 2024-02-05
6050 SHARES HECLA MINING D 2003-01-01 2024-02-05
1 SHARE WABTEC D 2003-01-01 2024-02-05
1353.241 SHARES FIDELITY TOTAL BD P 2024-02-06 2024-05-17
608 SHARES VANGUARD RUSSELL P 2024-02-06 2024-10-09
445 CONSTELLATION ENERGY CORP D 2003-01-01 2024-02-05
1200 SHARES IAMGOLD CORP D 2003-01-01 2024-02-05
300 SHARES WALMART INC D 2003-01-01 2024-02-05
155 SHARES VANGUARD FTSE DEV P 2024-02-06 2024-05-20
99 SHARES VANGUARD S&P 500 P 2024-02-06 2024-10-09
200 SHARES CROWN CASTLE INC D 2003-01-01 2024-02-05
250 SHARES MCDONALDS CORP D 2003-01-01 2024-02-05
516 SHARES WARNER BROTHERS D 2003-01-01 2024-02-05
10 SHARE VANGUARD MID CAP P 2024-02-06 2024-05-20
390 SHARES VANGUARD VALUE P 2024-02-06 2024-10-09
50 DB GOLD DOUBLE LONG D 2003-01-01 2024-02-05
25 SHARES MCEWEN MINING D 2003-01-01 2024-02-05
1900 SHARES GREAT BASIN GOLD D 2003-01-01 2024-02-05
6 SHARES VANGUARD S&P 500 P 2024-02-06 2024-05-20
1888.375 SHARES WILLIAM BLAIR EM P 2024-02-06 2024-10-09
1936 DOMINION ENERGY INC D 2003-01-01 2024-02-05
250 SHARES NEW GOLD INC D 2003-01-01 2024-02-05
1657.2720 SHARES ABRDN HIGH INC D 2003-01-01 2024-02-05
113 SHARES VANGUARD SH TM BO P 2024-02-06 2024-05-20
234 SHARES DUKE ENERGY CORP D 2003-01-01 2024-02-05
12000 SHARES NOVAGOLD RES INC D 2003-01-01 2024-02-05
1624.375 SHARES COLUMBIA TAX EX D 2003-01-01 2024-02-05
109 SHARES VANGUARD TOTAL BO P 2024-02-06 2024-05-20
345 SHARES ENBRIDGE INC D 2003-01-01 2024-02-05
500 SHARES PAN AMERICAN SILVER D 2003-01-01 2024-02-05
1194.941 SHARES FAIRHOLME D 2003-01-01 2024-02-05
18 SHARES VANGUARD VALUE P 2024-02-06 2024-05-20
600 SHARES ENDEAVOUR SILVER CO D 2003-01-01 2024-02-05
250 PHILIP MORRIS INTL D 2003-01-01 2024-02-05
3385.71 SHARES FIDELITY CAP & INC D 2003-01-01 2024-02-05
213 SHARES VANGUARD RUSSELL P 2024-02-06 2024-08-19
1336 SHARES EXELON CORP D 2003-01-01 2024-02-05
300 SHARES SOUTHERN COPPER CORP D 2003-01-01 2024-02-05
2513.873 FIDELITY INTERM MUNI D 2003-01-01 2024-02-05
39 SHARES VANGUARD S&P 500 P 2024-02-06 2024-08-19
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 38,091   35,695 2,396
b 2,757   6,290 -3,533
c 35,505   23,123 12,382
d 11,475   13,609 -2,134
e 64,403   52,330 12,073
2,374   1,316 1,058
877   1,623 -746
20,213   9,105 11,108
7,287   9,346 -2,059
26,336   24,294 2,042
93,765   33,506 60,259
5,096   5,808 -712
85   520 -435
41,187   44,026 -2,839
25,614   22,762 2,852
2,777   1,765 1,012
3,531   8,888 -5,357
1,311   21,183 -19,872
2,647   2,235 412
49,719   40,491 9,228
45,152   60,111 -14,959
17,736   5,520 12,216
99,438   84,133 15,305
8,244   8,272 -28
58,319   53,203 5,116
13,828   2,421 11,407
20,272   10,717 9,555
135,139   29,921 105,218
6,178   5,677 501
47,823   41,903 5,920
17,241   8,882 8,359
21,726   21,331 395
134   74 60
12,683   12,832 -149
58,926   50,261 8,665
56,764   10,903 45,861
2,910   4,878 -1,968
50,753   21,512 29,241
7,899   7,323 576
52,181   44,873 7,308
21,141   18,058 3,083
71,294   21,633 49,661
5,211   10,914 -5,703
2,487   2,302 185
67,739   59,099 8,640
2,082   789 1,293
181   234 -53
    3,542 -3,542
2,921   2,720 201
25,035   21,955 3,080
87,177   40,489 46,688
321   638 -317
12,579   14,084 -1,505
8,713   8,731 -18
22,363   10,611 11,752
28,439   40,414 -11,975
19,168   21,529 -2,361
7,846   7,922 -76
11,952   7,744 4,208
6,580   4,523 2,057
40,102   31,496 8,606
2,942   2,728 214
938   2,432 -1,494
22,984   19,075 3,909
32,750   33,123 -373
19,931   17,608 2,323
45,357   25,909 19,448
23,889   8,582 15,307
25,442   25,861 -419
19,859   17,677 2,182
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2,396
b       -3,533
c       12,382
d       -2,134
e       12,073
      1,058
      -746
      11,108
      -2,059
      2,042
      60,259
      -712
      -435
      -2,839
      2,852
      1,012
      -5,357
      -19,872
      412
      9,228
      -14,959
      12,216
      15,305
      -28
      5,116
      11,407
      9,555
      105,218
      501
      5,920
      8,359
      395
      60
      -149
      8,665
      45,861
      -1,968
      29,241
      576
      7,308
      3,083
      49,661
      -5,703
      185
      8,640
      1,293
      -53
      -3,542
      201
      3,080
      46,688
      -317
      -1,505
      -18
      11,752
      -11,975
      -2,361
      -76
      4,208
      2,057
      8,606
      214
      -1,494
      3,909
      -373
      2,323
      19,448
      15,307
      -419
      2,182
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 482,106
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 70,835
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,153
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 7,153
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,153
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 42
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 7,195
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNONE
14
The books are in care ofright arrowOLGA SUTARUK MEYER Telephone no.right arrow (248) 631-4965

Located atright arrow3926 S PINE CENTERWEST BLOOMFIELDMI ZIP+4right arrow48323
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
OLGA SUTARUK MEYER TREASURER
000.00
0 0 0
3926 S PINE CENTER
WEST BLOOMFIELD,MI48323
BRADLEY CWYSYSHYN DIRECTOR
000.00
0 0 0
40 OAKDALE BLVD
PLEASANT RIDGE,MI48069
RAYMOND NEWAK DIRECTOR
000.00
0 0 0
4223 ORCHARD HILL
BLOOMFIELD HILLS,MI48304
KATHY MEYER SANTAMARINA SECRETARY
000.00
0 0 0
1612 HAWTHORNE
HOUSTON,TX77006
JONATHON MEYER PRESIDENT
000.00
0 0 0
4055 N KENNETH
CHICAGO,IL60641
KATHERINE BABAK DIRECTOR
000.00
0 0 0
230 BRENTWOOD
DEARBORN,MI48124
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,179,217
b
Average of monthly cash balances.......................
1b
271,183
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,450,400
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,450,400
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
21,756
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,428,644
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
71,432
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
71,432
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,153
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,153
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
64,279
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
64,279
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
64,279
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
235,000
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
235,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 64,279
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 116,817
b From 2020...... 136,861
c From 2021...... 86,399
d From 2022...... 118,882
e From 2023...... 197,905
f Total of lines 3a through e ........ 656,864
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 235,000
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount..... 64,279
e Remaining amount distributed out of corpus 170,721
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 827,585
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
116,817
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
710,768
10 Analysis of line 9:
a Excess from 2020.... 136,861
b Excess from 2021.... 86,399
c Excess from 2022.... 118,882
d Excess from 2023.... 197,905
e Excess from 2024.... 170,721
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

UNIVERSITY OF DETROIT

4001 WEST MCNICHOLS RD
DETROIT,MI48221
    EDUCATIONAL PURPOSES 80,000

HENRY FORD HEALTH SYSTEM

1 FORD PLACE 5A
DETROIT,MI48202
    HEALTH CARE 60,000

IMMACULATE CONCEPTION UKRAINIAN CHU

11700 MCDOUGAL STREET
HAMTRAMCK,MI48212
    CHARITABLE PURPOSES 35,000

US UKRAINE FOUNDATION

6312 SEVEN CORNERS CENTER
SUITE 361
FALLS CHURCH,VA22044
    EDUCATIONAL PURPOSES 60,000
Total .................................right arrow 3a 235,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 591  
4 Dividends and interest from securities ....     14 31,910  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    14 479,026 3,080
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   511,527 3,080
13Total. Add line 12, columns (b), (d), and (e)..................
13
514,607
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
8 14
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
SUTARUK FOUNDATION
EIN:
11-3673305
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,580      

TY 2024 InvestmentsCorpStockSchedule
Name:
SUTARUK FOUNDATION
EIN:
11-3673305
Name of Stock End of Year Book Value End of Year Fair Market Value
1212 AMERICAN ELECTRIC POWER    
1837 ATT INC.    
444 WARNER BROS DISCOVERY INC    
1336 EXLON CORPORATION    
445 CONSTELLATION ENERGY CORP    
1936 DOMINION RES INCORP    
345 ENBRIDGE INCORP    
93 GENERAL MOTORS COMPANY    
202 SYNNEX CORPORATION    
202 CONCENTRIX CORPORATION    
2400 VERIZON COMMUNICATION    
1320 WEC ENERGY GROUP    
1312 BP PLC ADR    
243 CMS ENERGY    
234 DUKE ENERGY    
300 ATT INC.    
72 WARNER BROS DISCOVERY INC    
50 AGNICO EAGLE MINES LTD    
50 DEUTSCHE BK AG LON BRH GOLD    
600 ENDEAVOR SILVER CORP    
600 FIRST MAGESTIC SILVER CORP    
37 GENERAL ELECTRIC    
12 GE HEALTHCARE TECH    
1 WABTEC CORP    
1250 GOLD FIELDS LTD    
1900 GREAT BASIN GOLD LTD    
3300 HARMONY GOLD MINING COMPANY    
6050 HECLA MINING CO.    
1200 IAMGOLD CORP    
250 MCDONALDS CORP    
250 MCEWEN MINING INC.    
250 NEW GOLD, INC    
12000 NOVAGOLD RESOURCES    
500 PAN AMERICAN SILVER CORP    
250 PHILIP MORRIS    
183 BARRICK GOLD CORP    
500 SPDR SER TR BARCLAYS CONV    
300 SOUTHERN COPPER CORP    
275 US NATURAL GAS FUN LP UNIT    
166 TRILOGY METALS INC    
300 WALMART STORES INC    
400 WEC ENERGY    
200 CROWN CASTLE CORP    
328 HYCROFT MINING CORP WARRANTS    
635.552 LOOMIS SAYLES BOND FUND    
1194.941 FAIRHOLME FUND    
3379.318 FIDELITY CAPITAL & INCOME    
1522.644 ABERDEEN GLOBAL HIGH INCOME    
36.450 PRIMECAP ODYSSY AGGRESS GROW    

TY 2024 InvestmentsOtherSchedule2
Name:
SUTARUK FOUNDATION
EIN:
11-3673305
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKROCK INCOME FUND AT COST 76,480 76,435
FIDELITY ADVISOR TOTAL BOND AT COST 318,199 311,128
FIDELITY ADVISOR GROWTH AT COST 48,570 63,174
FIDELITY ADVISOR INTL SM AT COST 24,788 24,608
JANUS HENDERSON ENTERPRISE AT COST 22,113 23,534
MORGAN STANLEY INST INTL OPP AT COST 32,430 38,544
WILLIAM BLAIR EMERGING MARK GR AT COST 20,115 22,179
VANGUARD FTSE DEVELOPED AT COST 61,330 62,070
VANGUARD MID CAP ETF AT COST 41,442 47,543
VANGUARD RUSSELL 1000 AT COST 60,842 76,029
VANGUARD S&P 500 ETF AT COST 58,471 69,506
VANGUARD SHORT TERM CORP AT COST 80,011 79,960
VANGUARD TOTAL BOND AT COST 113,153 110,598
VANGUARD VALUE ETF AT COST 57,432 64,165

TY 2024 LegalFeesSchedule
Name:
SUTARUK FOUNDATION
EIN:
11-3673305
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,552      


TY 2024 OtherExpensesSchedule
Name:
SUTARUK FOUNDATION
EIN:
11-3673305
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
MICHIGAN ANNUAL REPORT 20      
TRANSFER FEE 125      


TY 2024 OtherProfessionalFeesSchedule
Name:
SUTARUK FOUNDATION
EIN:
11-3673305
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL ADVISOR 4,170      


TY 2024 TaxesSchedule
Name:
SUTARUK FOUNDATION
EIN:
11-3673305
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2021 TAXES PAID 763      
FOREIGN TAXES 2024 427