ROBERT B & JADWIGA ROGUSKA KYTS M D FOUNDATION 02-08004: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT B & JADWIGA ROGUSKA KYTS M D FOUNDATION 02-08004 (EIN 36-7353406)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-16
- IRS object ID
- 202611679349100306
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-16T09:01:06-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367353406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT KYTS AND JADWIGA ROGUSKA-KYTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 3125642143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FEDERAL ST 31ST FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON SHIELDS | PersonNm |
| Person Title | MANAGING DIRECT | PersonTitleTxt |
| Phone | 3125642143 | PhoneNum |
| Signature | 2026-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY KOWALCZYK | PreparerPersonNm |
| PTIN | P01387686 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-06-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,704,059 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $616,338 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $426,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $417,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,512,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,521 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,224,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $598,685 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,059 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $137,753 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,306 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,733 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,733 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $488 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $163 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $112,729 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,547 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,182 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,787 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,287 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,092 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,092 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,649 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $289,699 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,075 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $860,103 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $860,103 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,149,802 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,075 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $924,228 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $374,610 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,036,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,458,352 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,458,352 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $947,537 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $8,728,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,047,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,670,643 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,382,102 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,418,884 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,478,740 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $25,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,924 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,799,013 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,630 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $71,400 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,919,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,968,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,704,059 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,919,437 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,968,962 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,919,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,968,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,919,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,968,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,919,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15 | OtherIncreasesAmt |
| Subtotal | $14,994,105 | SubtotalAmt |
| Other Decreases | $25,143 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,968,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 150000. COTTAGE GROVE- 09 DEC 2021 2% 01 FEB 202 | 2023-01-21 | 2025-02-03 | $150,000 | $148,480 | $1,520 | $1,520 |
| 75000. WHITE BEAR LAK 18 JUL 2019 4% 01 FEB 2025 | 2023-01-21 | 2025-02-03 | $75,000 | $75,000 | ||
| 1400. HOWARD HUGHES HOLDINGS INC | 2024-05-29 | 2025-05-12 | $103,117 | $85,946 | $17,171 | $17,171 |
| 600. HOWARD HUGHES HOLDINGS INC | 2016-09-09 | 2025-05-12 | $44,193 | $52,127 | -$7,934 | -$7,934 |
| 2101. CARTER'S INC | 2024-05-23 | 2025-05-20 | $77,206 | $143,054 | -$65,848 | -$65,848 |
| 1900. CARTER'S INC | 2016-10-31 | 2025-05-20 | $69,820 | $148,480 | -$78,660 | -$78,660 |
| 2105. INTERPUBLIC GROUP COS. INC. | 2024-08-28 | 2025-06-10 | $49,932 | $68,048 | -$18,116 | -$18,116 |
| 13295. INTERPUBLIC GROUP COS. INC. | 2014-08-07 | 2025-06-10 | $315,365 | $404,958 | -$89,593 | -$89,593 |
| 350. PAYCOM SOFTWARE INC | 2024-02-20 | 2025-06-10 | $88,598 | $66,362 | $22,236 | $22,236 |
| 600. PAYCOM SOFTWARE INC | 2024-08-19 | 2025-06-10 | $152,147 | $96,407 | $55,740 | $55,740 |
| 350. PAYCOM SOFTWARE INC | 2024-02-20 | 2025-06-10 | $88,752 | $66,362 | $22,390 | $22,390 |
| 1765. CVS CORPORATION | 2020-09-29 | 2025-06-25 | $117,355 | $132,092 | -$14,737 | -$14,737 |
| 7740. LIBERTY BROADBAND-C | 2016-06-08 | 2025-07-14 | $52,911 | $10,767 | $42,144 | $42,144 |
| 6900. CENTENE CORP | 2024-11-11 | 2025-07-22 | $192,441 | $425,801 | -$233,360 | -$233,360 |
| 200000. CITIGROUP INC 5.5% 13 SEP 2025 | 2023-08-15 | 2025-09-15 | $200,000 | $198,600 | $1,400 | $1,400 |
| 900. CITIGROUP INC | 2024-08-01 | 2025-09-22 | $92,730 | $56,699 | $36,031 | $36,031 |
| 1548. GCI LIBERTY INC-CL C | 2025-07-15 | 2025-09-22 | $54,951 | $49,292 | $5,659 | $5,659 |
| 240. ALPHABET INC-CL C | 2015-03-02 | 2025-11-26 | $76,981 | $6,699 | $70,282 | $70,282 |
| 1055. MOLINA HEALTHCARE INC | 2025-07-22 | 2025-11-26 | $153,830 | $191,492 | -$37,662 | -$37,662 |
| 114. ALPHABET INC-CL A | 2023-02-02 | 2025-12-15 | $35,049 | $12,075 | $22,974 | $22,974 |
| 400. CITIGROUP INC | 2024-08-01 | 2025-12-15 | $45,284 | $25,200 | $20,084 | $20,084 |
| 2000. GENERAL MOTORS CO | 2023-07-20 | 2025-12-15 | $163,312 | $85,068 | $78,244 | $78,244 |
| 400. WELLS FARGO & COMPANY NEW | 2015-09-15 | 2025-12-15 | $37,134 | $19,156 | $17,978 | $17,978 |
| 1300. SEALED AIR CORP | 2025-01-30 | 2025-12-18 | $53,680 | $46,046 | $7,634 | $7,634 |
| 14500. SEALED AIR CORP | 2023-06-22 | 2025-12-18 | $598,734 | $523,533 | $75,201 | $75,201 |
| 14500. WARNER BROS DISCOVERY INC | 2022-08-10 | 2025-12-18 | $403,290 | $169,648 | $233,642 | $233,642 |
| 21000. DXC TECHNOLOGY CO 1.8% 15 SEP 2026 | 2021-09-07 | 2025-12-19 | $21,000 | $20,979 | $21 | $21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,521 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,207 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,207 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,207 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,334 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,334 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,127 | OverpaymentAmt |
| Applied To ES Tax | $5,208 | AppliedToESTaxAmt |
| Refund | $6,919 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIBC NATIONAL TRUST COMPANY TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3125642143 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 181 W MADISON STREET 35TH FL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CIBC NATIONAL TRUST COMPANY | ||||||
| 181 W MADISON STREET 35th Fl | CHICAGO | IL | 60602 | TRUSTEE | 1 | $60,319 |
| JOANNA DOBECKA-LEMBERT | ||||||
| 7706 W TOUHY AVE | CHICAGO | IL | 60631 | TRUSTEE | 1 | $92,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,164,200 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,084,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $71,400 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,320,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,320,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $274,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,045,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $902,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $902,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,207 | TotalTaxAmt |
| Distributable Before Adj | $897,075 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $897,075 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $897,075 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $924,228 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $924,228 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $897,075 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $113,538 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $924,228 | QualifyingDistributionsAmt |
| Applied To Year1 | $113,538 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $810,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $86,385 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Polish Assistance | |||||||
| 15 EAST 65TH ST | New York | NY | 10065 | NONE | PC | GENERAL PURPOSE | $5,400 |
| Wolf Creek Habitat | |||||||
| 14099 WOLF CREEK ROAD | Brookville | IN | 47012 | NONE | PC | GENERAL PURPOSE | $9,200 |
| The Kosciuszko Foundation | |||||||
| 15 EAST 65TH STREET | New York | NY | 10065 | NONE | PC | GENERAL PURPOSE | $54,500 |
| Women's Business Development Center | |||||||
| 8 S MICHIGAN 4TH FLOOR | Chicago | IL | 60603 | NONE | PC | GENERAL PURPOSE | $25,000 |
| Charities Aid Foundation America (CAFA | |||||||
| SUITE 375 | Alexandria | VA | 22314 | NONE | PC | GENERAL PURPOSE | $143,263 |
| Federation of Polish Medical Organizat | |||||||
| 1450 W LAKE STREET 101 | Addison | IL | 60101 | NONE | PC | GENERAL SUPPORT | $85,000 |
| Beats for Benefit NFP | |||||||
| 7350 N MILWAUKEE AVE | Niles | IL | 60714 | NONE | PC | GENERAL PURPOSE | $15,500 |
| Lira Singers | |||||||
| 6525 N SHERIDAN ROAD CH-052 | Chicago | IL | 60626 | NONE | PC | GENERAL PURPOSE | $3,000 |
| GIFT FROM THE HEART FOUNDATION | |||||||
| 3860 25TH AVENUE | SCHILLER PARK | IL | 60176 | NONE | PC | GENERAL SUPPORT | $9,610 |
| Academy of Music of the Paderewski Sym | |||||||
| 5400 N LAWLER AVE | Chicago | IL | 60630 | NONE | PC | GENERAL PURPOSE | $106,250 |
| The Medical College of Wisconsin Inc | |||||||
| 8701 WATERTOWN PLANK RD | Milwaukee | WI | 53226 | NONE | PC | GENERAL PURPOSE | $75,000 |
| Chopin Society of Atlanta | |||||||
| 10700 STATE BRIDGE ROAD STE12 | Johns Creek | GA | 30022 | NONE | PC | GENERAL PURPOSE | $5,450 |
| SOUNDS AND NOTES FOUNDATION | |||||||
| 6121 W HIGGINS SUITE 3E | CHICAGO | IL | 60630 | NONE | PC | GENERAL SUPPORT | $75,000 |
| Polonaise Org Ltd | |||||||
| 100 N ELMHURST RD | Prospect Heights | ID | 60070 | NONE | PC | GENERAL PURPOSE | $50,000 |
| HOLY TRINITY POLISH MISSION | |||||||
| 1118 NORTH NOBLE | CHICAGO | IL | 60642 | NONE | PC | GENERAL SUPPORT | $197,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $860,103 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $426,596 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $181,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $608,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $608,117 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JADWIGA ROGUSKA KYTS MD CRUT UAD 32120 | BusinessNameLine1Txt |
| Business Name Line2 | 07 ESTATE SETTLEMENT | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 E NORTH WATER 605 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $616,338 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $650 | Amt |
| Net Investment Income | $488 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $163 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 172967HB0 CITIGROUP INC 5.5% 1 | ||
| 23355LAL0 DXC TECHNOLOGY CO 1. | $28,971 | $28,512 |
| 38141GYM0 GOLDMAN SACHS GROUP | $24,879 | $24,577 |
| 571903BN2 MARRIOTT INTERNATION | $198,868 | $207,690 |
| 036752AL7 ELEVANCE HEALTH INC | $273,069 | $286,166 |
| 075887CQ0 BECTON DICKINSON & C | $300,409 | $304,048 |
| 12505BAH3 CBRE SERVICES INC 5. | $200,041 | $207,375 |
| 126650EB2 CVS HEALTH CORP 5.4% | $199,806 | $207,271 |
| 254687FQ4 WALT DISNEY COMPANY/ | $291,954 | $297,644 |
| 38141GB29 GOLDMAN SACHS GROUP | $200,109 | $204,922 |
| 548661DR5 LOWE'S COS INC 3.65% | $244,565 | $246,911 |
| 87264ADE2 T-MOBILE USA INC 4.8 | $199,700 | $204,280 |
| 14040HDM4 CAPITALONEFINANCIALC | $199,646 | $199,706 |
| 213471HH1 COOKCNTYILSCHDIST#35 | $100,451 | $100,114 |
| 2360917L2 DANECNTYWIPROMISSORY | $73,569 | $74,492 |
| 442841NB4 HOWARD-SUAMICOWISCHD | $53,367 | $14,733 |
| 4637777K2 IRVINGTX15JUL20215%1 | $103,789 | $104,101 |
| 61748UAM4 MORGANSTANLEYVARIABL | $299,079 | $299,016 |
| 413838541 OAKMARKBONDFUND | $1,026,505 | $1,062,915 |
| 787760LB1 SAINTCHARLESILPARKDI | $100,000 | $99,791 |
| 91282CHQ7 UNITEDSTATESTREASURY | $300,107 | $304,476 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 02079K305 ALPHABET INC-CL A | $368,012 | $1,220,700 |
| 02079K107 ALPHABET INC-CL C | ||
| 023135106 AMAZON.COM INC | $265,958 | $590,207 |
| 025816109 AMERICAN EXPRESS CO | ||
| 060505104 BANK OF AMERICA CORP | $321,043 | $573,155 |
| 099724106 BORGWARNER INC | $349,451 | $441,498 |
| 12504L109 CBRE GROUP INC - A | $215,479 | $425,129 |
| 126650100 CVS HEALTH CORP | ||
| 14040H105 CAPITAL ONE FINANCIA | $368,532 | $920,968 |
| 146229109 CARTER'S INC | ||
| 16119P108 CHARTER COMMUNICATIO | $110,983 | $83,500 |
| 172967424 CITIGROUP INC | $356,610 | $816,830 |
| 20030N101 COMCAST CORP-CLASS A | $494,389 | $370,636 |
| 34964C106 FORTUNE BRANDS INNOV | $207,967 | $190,076 |
| 37045V100 GENERAL MOTORS CO | $205,341 | $487,920 |
| 40412C101 HCA HEALTHCARE INC | ||
| 43300A203 HILTON WORLDWIDE HOL | ||
| 44267T102 HOWARD HUGHES HOLDIN | ||
| 45866F104 INTERCONTINENTAL EXC | $331,013 | $396,802 |
| 459200101 INTL BUSINESS MACHIN | ||
| 460690100 INTERPUBLIC GROUP OF | ||
| 46266C105 IQVIA HOLDINGS INC | $470,764 | $495,902 |
| 46625H100 JPMORGAN CHASE & CO | ||
| 48251W104 KKR & CO INC | ||
| 50155Q100 KYNDRYL HOLDINGS INC | ||
| 530307305 LIBERTY BROADBAND-C | $555,091 | $376,164 |
| 574599106 MASCO CORP | $151,462 | $174,515 |
| 68389X105 ORACLE CORP | ||
| 79466L302 SALESFORCE INC | ||
| 808513105 SCHWAB (CHARLES) COR | $418,850 | $659,406 |
| 81211K100 SEALED AIR CORP | ||
| 92826C839 VISA INC-CLASS A SHA | $141,249 | $350,710 |
| 934423104 WARNER BROS DISCOVER | $121,284 | $417,890 |
| 949746101 WELLS FARGO & CO | $347,931 | $782,880 |
| G2717B108 CUSHMAN & WAKEFIELD | ||
| G51502105 JOHNSON CONTROLS INT | ||
| H84989104 TE CONNECTIVITY LTD | ||
| 000957100 ABM INDUSTRIES INC | $465,124 | $393,390 |
| 15135B101 CENTENE CORP | ||
| 244199105 DEERE & CO | $290,318 | $419,013 |
| 70432V102 PAYCOM SOFTWARE INC | ||
| 718546104 PHILLIPS 66 | $343,957 | $387,120 |
| CUSHMAN&WAKEFIELDLTD G2717C106 | $203,376 | $270,373 |
| ELEVANCEHEALTHINC 036752103 | $290,653 | $297,968 |
| KEURIGDRPEPPER INC 49271V100 | $335,982 | $299,707 |
| OAKMARKINTERNATIONALFUND 41383 | $448,779 | $577,196 |
| G4705A100 ICONPLC | $248,209 | $291,552 |
| 413838624 OAKMARKFUND | $619,289 | $959,436 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 3133ENZY9 FEDERAL FARM CREDIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $25,000 | BookValueAmt |
| EOYFMV | $24,924 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $1,733 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,733 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (17 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| XXX-XX-XXXX DOUBLELINE CORE FIX | $0 | $0 | |
| 31635V349 FIDELITY INTL SUS IN | $0 | $0 | |
| XXX-XX-XXXX OAKMARK BOND FUND-R6 | $0 | $0 | $411,185 |
| XXX-XX-XXXX OAKMARK INTERNATIONA | $0 | $0 | $448,779 |
| XXX-XX-XXXX OAKMARK FUND-R6 | $0 | $0 | $619,289 |
| 46137V357 INVESCO S&P 500 EQUA | $0 | $0 | |
| XXX-XX-XXXX ISHARES CORE S&P 500 | $0 | $0 | |
| XXX-XX-XXXX ISHARES CORE S&P MID | $0 | $0 | |
| XXX-XX-XXXX ISHARES CORE S&P SMA | $0 | $0 | |
| XXX-XX-XXXX VANGUARD DIVIDEND AP | $0 | $0 | |
| XXX-XX-XXXX VANGRD ULTRA SH TM T | $0 | $0 | |
| RE0002379 LOT 1, BLOCK 146, UN | $3,630 | $5,000 | $3,630 |
| RE0002387 LOT 37 & 38, BLOCK 1 | $3,000 | $5,200 | $3,000 |
| RE0002395 LOTS 39 & 40, BLOCK | $3,000 | $5,200 | $3,000 |
| RE0002403 LOT 6 BLOCK 132 UNIT | $5,000 | $28,000 | $5,000 |
| RE0002411 LOT 7 BLOCK 132 UNIT | $5,000 | $28,000 | $5,000 |
| 91282CHQ7 US TREASURY N/B 4.12 | $0 | $0 | $300,130 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME ADJUSTMENT DUE TO TIMING | Desc |
| Amt | $25,143 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $15,649 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,649 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Amt | $15 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $112,729 | Amt |
| Net Investment Income | $84,547 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,182 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES - PRINCIPAL | $15 | $15 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,500 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,272 | $1,272 | $0 |
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