ROBERT B & JADWIGA ROGUSKA KYTS M D FOUNDATION 02-08004: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT B & JADWIGA ROGUSKA KYTS M D FOUNDATION 02-08004 (EIN 36-7353406)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202401319349100430
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T09:01:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 181 W MADISON STREET FLOOR 35 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON DANZ | PersonNm |
| Person Title | ASSOCIATE MANAG | PersonTitleTxt |
| Phone | 3125642143 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JASON | PersonFirstNm |
| Person Last | DANZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY KOWALCZYK | PreparerPersonNm |
| PTIN | P01387686 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,349,383 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,456,402 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $163,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,664 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $284,696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $706,129 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $284,696 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $626 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $9,905,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $448,360 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,556 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,956 | 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 Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $43,268 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,451 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,817 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,178 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,178 | 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 | $422 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $422 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $24,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,202 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,626 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,231 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,626 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,231 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $143,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,709,762 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $396,129 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $132 | CashEOYAmt |
| Cash EOYFMV | $132 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,926 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,097,346 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,097,346 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $68,998 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $438,281 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $445,019 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $866,698 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,701,113 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,878,275 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $124,826 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $522,294 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $524,277 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $25,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,484 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $74,511 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,157,551 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,379,850 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,203,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,941,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,349,383 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,203,959 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,941,717 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,203,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,941,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,203,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,941,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,203,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,709,762 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,000 | OtherIncreasesAmt |
| Subtotal | $10,941,721 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,941,717 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 50. BERKSHIRE HATHAWAY INC CL B | 2020-04-03 | 2023-01-09 | $15,941 | $8,805 | $7,136 | $7,136 |
| 100. HCA HEALTHCARE INC | 2016-10-25 | 2023-01-09 | $25,295 | $8,066 | $17,229 | $17,229 |
| 30. REGENERON PHARMACEUTICALS | 2018-04-20 | 2023-03-30 | $24,287 | $8,772 | $15,515 | $15,515 |
| 39. S & P DEPOSITORYT RECPTS TRUST UNITS | 2022-12-21 | 2023-03-30 | $15,717 | $14,822 | $895 | $895 |
| 100. TEXAS INSTRS INC | 1998-10-11 | 2023-03-30 | $18,393 | $742 | $17,651 | $17,651 |
| 100. TEXAS INSTRS INC | 1998-10-11 | 2023-03-30 | $18,393 | $742 | $17,651 | $17,651 |
| 775. LIVANOVA PLC | 2019-04-01 | 2023-03-30 | $33,074 | $55,685 | -$22,611 | -$22,611 |
| 300. LIVANOVA PLC | 2020-04-03 | 2023-03-30 | $12,800 | $12,720 | $80 | $80 |
| 100. HCA HEALTHCARE INC | 2016-10-25 | 2023-06-22 | $29,165 | $8,066 | $21,099 | $21,099 |
| 425. MASTERBRAND INC | 2022-12-07 | 2023-06-22 | $4,871 | $3,649 | $1,222 | $1,222 |
| 20. NETFLIX INC | 2019-09-06 | 2023-06-22 | $8,420 | $5,844 | $2,576 | $2,576 |
| 105. ORACLE CORPORATION | 2016-03-21 | 2023-06-22 | $12,691 | $4,338 | $8,353 | $8,353 |
| 125. NETFLIX INC | 2019-08-23 | 2023-07-07 | $55,190 | $36,335 | $18,855 | $18,855 |
| 300. HCA HEALTHCARE INC | 2016-10-25 | 2023-07-12 | $88,877 | $24,040 | $64,837 | $64,837 |
| 125. NETFLIX INC | 2019-09-06 | 2023-08-01 | $55,322 | $27,893 | $27,429 | $27,429 |
| 140. PHINIA INC | 2020-12-10 | 2023-08-03 | $4,103 | $3,280 | $823 | $823 |
| 250. BERKSHIRE HATHAWAY INC CL B | 2020-04-03 | 2023-08-08 | $90,916 | $50,372 | $40,544 | $40,544 |
| 1300. NOV INC | 2016-08-03 | 2023-09-06 | $28,093 | $43,444 | -$15,351 | -$15,351 |
| 505. PHINIA INC | 2023-01-21 | 2023-09-12 | $13,304 | $13,613 | -$309 | -$309 |
| 238. WORKDAY INC-CLASS A | 2023-01-21 | 2023-11-29 | $61,756 | $41,054 | $20,702 | $20,702 |
| 345. WORKDAY INC-CLASS A | 2020-04-23 | 2023-11-29 | $89,521 | $49,151 | $40,370 | $40,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $284,696 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,506 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,506 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,506 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $788 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $788 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,718 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 120 S LASALLE STREET 7TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CIBC NATIONAL TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 S LASALLE STREET 7TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $19,556 | CompensationAmt |
| 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 | $5,079,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,457,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,200 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,568,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,568,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,470,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $323,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $323,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,506 | TotalTaxAmt |
| Distributable Before Adj | $318,017 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $318,017 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $318,017 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $143,397 | 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 | $143,397 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $318,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,724 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,650 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,512 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,115 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,268 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $108,269 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $143,397 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,397 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $108,269 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $108,269 | 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 | $66,351 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Federation of Polish Medical Organizat | |||||||
| 1450 W LAKE STREET 101 | CHICAGO | IL | 60101 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Lira Singers | |||||||
| 6525 N SHERIDAN ROAD CH-052 | CHICAGO | IL | 60626 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Polish Museum of America | |||||||
| 984 MILWAUKEE AVENUE | CHICAGO | IL | 60622 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HOLY TRINITY POLISH MISSION | |||||||
| 1118 NORTH NOBLE | CHICAGO | IL | 60642 | NONE | PC | GENERAL SUPPORT | $81,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,000 | 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 | $163,664 | 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 | $284,696 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $626 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $448,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $448,986 | 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 (2 entries)
| ContributorContributorNum | Business Name Line2ContributorBusinessName/BusinessNameLine2Txt | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| JADWIGA ROGUSKA KYTS MD CRUT UAD 32120 | ||||||||
| 1 | 07 ESTATE SETTLEMENT | 445 E NORTH WATER 605 | CHICAGO IL | IL | 60611 | $4,665,587 | Yes (X) | |
| JADWIGA ROGUSKA KYTS MD CRUT UAD 32120 | ||||||||
| 2 | 07 ESTATE SETTLEMENT | 445 E NORTH WATER 605 | CHICAGO | IL | 60611 | $4,790,815 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $4,790,815 | FairMarketValueAmt |
| Received | 2023-08-25 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 172967HB0 CITIGROUP INC 5.5% 1 | $198,600 | $200,953 |
| 23355LAL0 DXC TECHNOLOGY CO 1. | $49,950 | $45,691 |
| 38141GYM0 GOLDMAN SACHS GROUP | $24,879 | $22,871 |
| 448579AN2 HYATT HOTELS CORP 1. | $49,997 | $48,508 |
| 571903BN2 MARRIOTT INTERNATION | $198,868 | $206,254 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 02079K305 ALPHABET INC-CL A | $272,015 | $406,219 |
| 02079K107 ALPHABET INC-CL C | $6,699 | $33,823 |
| 023135106 AMAZON.COM INC | $199,465 | $293,700 |
| 025816109 AMERICAN EXPRESS CO | $152,739 | $173,290 |
| 060505104 BANK OF AMERICA CORP | $235,256 | $264,040 |
| 084670702 BERKSHIRE HATHAWAY I | ||
| 099724106 BORGWARNER INC | $122,093 | $115,688 |
| 12504L109 CBRE GROUP INC - A | $158,314 | $182,736 |
| 126650100 CVS HEALTH CORP | $103,833 | $105,806 |
| 14040H105 CAPITAL ONE FINANCIA | $351,368 | $472,032 |
| 146229109 CARTER'S INC | $148,480 | $142,291 |
| 16119P108 CHARTER COMMUNICATIO | $174,294 | $192,397 |
| 172967424 CITIGROUP INC | $212,125 | $236,624 |
| 20030N101 COMCAST CORP-CLASS A | $32,659 | $43,850 |
| 34964C106 FORTUNE BRANDS INNOV | $61,014 | $80,480 |
| 37045V100 GENERAL MOTORS CO | $224,981 | $233,480 |
| 40412C101 HCA HEALTHCARE INC | $23,833 | $81,204 |
| 43300A203 HILTON WORLDWIDE HOL | $83,511 | $110,164 |
| 44267T102 HOWARD HUGHES HOLDIN | $54,881 | $51,330 |
| 45866F104 INTERCONTINENTAL EXC | $144,801 | $166,959 |
| 459200101 INTL BUSINESS MACHIN | $2,304 | $8,178 |
| 460690100 INTERPUBLIC GROUP OF | $319,051 | $346,049 |
| 46266C105 IQVIA HOLDINGS INC | $298,731 | $323,932 |
| 46625H100 JPMORGAN CHASE & CO | $135,455 | $170,100 |
| 48251W104 KKR & CO INC | $170,208 | $276,968 |
| 50155Q100 KYNDRYL HOLDINGS INC | $113 | $208 |
| 530307305 LIBERTY BROADBAND-C | $357,804 | $357,255 |
| 574599106 MASCO CORP | $68,116 | $91,897 |
| 57638P104 MASTERBRAND INC | ||
| 62955J103 NOV INC | ||
| 64110L106 NETFLIX INC | ||
| 68389X105 ORACLE CORP | $150,419 | $265,367 |
| 79466L302 SALESFORCE INC | $39,170 | $52,628 |
| 808513105 SCHWAB (CHARLES) COR | $275,989 | $301,482 |
| 81211K100 SEALED AIR CORP | $340,069 | $339,636 |
| 92826C839 VISA INC-CLASS A SHA | $160,027 | $282,219 |
| 934423104 WARNER BROS DISCOVER | $205,498 | $202,564 |
| 949746101 WELLS FARGO & CO | $281,427 | $334,696 |
| 98138H101 WORKDAY INC-CLASS A | ||
| G2717B108 CUSHMAN & WAKEFIELD | $83,376 | $59,713 |
| G51502105 JOHNSON CONTROLS INT | $42,479 | $37,120 |
| G5509L101 LIVANOVA PLC | ||
| H84989104 TE CONNECTIVITY LTD | $8,516 | $42,150 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $438,281 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $445,019 | USGovtObligationsEOYFMVAmt |
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 | $24,484 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (17 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| XXX-XX-XXXX DOUBLELINE CORE FIX | $33,487 | $32,923 | |
| 31635V349 FIDELITY INTL SUS IN | $66,852 | $68,612 | |
| XXX-XX-XXXX OAKMARK BOND FUND-R6 | $411,185 | $423,293 | |
| XXX-XX-XXXX OAKMARK INTERNATIONA | $448,779 | $477,225 | |
| XXX-XX-XXXX OAKMARK FUND-R6 | $619,289 | $739,010 | |
| 44267D107 HOWARD HUGHES CORP/T | $0 | $0 | $54,881 |
| 46137V357 INVESCO S&P 500 EQUA | $73,104 | $78,269 | |
| XXX-XX-XXXX ISHARES CORE S&P 500 | $106,543 | $128,005 | |
| XXX-XX-XXXX ISHARES CORE S&P MID | $103,129 | $112,246 | |
| XXX-XX-XXXX ISHARES CORE S&P SMA | $70,271 | $76,100 | |
| XXX-XX-XXXX VANGUARD DIVIDEND AP | $49,380 | $54,869 | |
| XXX-XX-XXXX VANGRD ULTRA SH TM T | $155,902 | $157,098 | |
| RE0002379 LOT 1, BLOCK 146, UN | $3,630 | $7,000 | $3,630 |
| RE0002387 LOT 37 & 38, BLOCK 1 | $3,000 | $4,600 | $3,000 |
| RE0002395 LOTS 39 & 40, BLOCK | $3,000 | $4,600 | $3,000 |
| RE0002403 LOT 6 BLOCK 132 UNIT | $5,000 | $8,000 | $5,000 |
| RE0002411 LOT 7 BLOCK 132 UNIT | $5,000 | $8,000 | $5,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $2 | $2 | $2 |
| OTHER ALLOCABLE EXPENSE | $24,200 | $0 | $24,200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $626 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTRAPERIOD ADJUSTMENT | Desc |
| Amt | $28,000 | 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 | $43,268 | Amt |
| Net Investment Income | $32,451 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,817 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAX ON NON-RENTAL | $630 | $630 | $0 |
| STATE INCOME TAXES - PRINCIPAL | $15 | $15 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,504 | $1,504 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $29 | $29 | $0 |
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