2025-09-15T10:55:34-05:00 2024-12-31 814787461 PITSTICK & ASSOCIATES LTD 160 W STATE STREET SYCAMORE IL 60178 990PF 2024-01-01 264654718 CHEZ FAMILY FOUNDATION CHEZ 8159919380 1524 N ASTOR STREET CHICAGO IL 60610 RONALD L CHEZ TRUSTEE 8159919380 2025-08-26 1 0 BRYAN T PITSTICK P00285763 8159919380 2025-08-26 2024 2025-03-06 01:10:19Z X 6107118 X X 2850 2850 360871 360871 70326 411785 70326 434047 434047 0 0 0 6643 3321 3322 24005 24005 0 18295 280 18015 48943 27606 21337 234170 234170 283113 27606 255507 150934 406441 21165 17634 17634 535798 91428 91428 6311050 6923772 5958019 39987 40037 40037 6908000 7072871 6107118 2162 16099 2162 16099 X 0 0 0 0 6905838 7056772 6905838 7056772 6908000 7072871 6905838 150934 0 7056772 0 7056772 ROCKEFELLER CAPITAL MANAGEMENT (PUBLICLY TRADED SECURITIES) - SHORT TERM 391701 341459 50242 50242 FIFTH THIRD BANK (PUBLICLY TRADED SECURITIES) - LONG TERM 20084 20084 20084 70326 5650 0 5650 0 5650 2337 0 10000 0 12337 91 6596 6596 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A RONALD L CHEZ 8159919380 1524 N ASTOR STREET CHICAGO IL 60610 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RONALD L CHEZ 1524 N ASTOR STREET CHICAGO IL 60610 TRUSTEE 1.00 0 0 0 ERIC J CHEZ 1524 N ASTOR STREET CHICAGO IL 60610 TRUSTEE 1.00 0 0 0 ELIZABETH A CHEZ 1524 N ASTOR STREET CHICAGO IL 60610 TRUSTEE 1.00 0 0 0 ATHENA S MARKS 1524 N ASTOR STREET CHICAGO IL 60610 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 0 5883942 245609 40037 6169588 0 0 6169588 92544 6077044 303852 303852 5650 5650 298202 0 298202 0 298202 255507 0 255507 298202 0 0 408336 81337 489673 255507 0 0 0 255507 0 42695 42695 446978 0 0 0 0 0 0 0 446978 365641 81337 RONALD L CHEZ RONALD L CHEZ 1524 N ASTOR STREET CHICAGO IL 60610 8159919380 THERE IS NO STANDARD APPLICATION FORM. SUBMIT LETTER REQUESTING CONTRIBUTION WITH COPY OF ORGANIZATION'S IRC SECTION 501(C)(3) LETTER. THERE ARE NO SUBMISSION DEADLINES. ORGANIZATIONS MUST BE CHARITABLE, RELIGIOUS, EDUCATIONAL, LITERARY OR SCIENTIFIC AS DESCRIBED IN IRC SECTION 501(C)(3). JEWISH UNITED FUND 30 S WELLS STREET CHICAGO IL 60606 NONE PUBLIC CHARITY CONTRIBUTIONS ARE FOR UNRESTRICTED PURPOSES 120000 MONTAGE HEALTH FOUNDATION 23625 HOLMAN HIGHWAY MONTEREY CA 93940 NONE PUBLIC CHARITY CONTRIBUTIONS ARE FOR UNRESTRICTED PURPOSES 104170 VETERAN CAREER JOURNEY 580 BRADFORD CT ELMORE OH 43416 NONE PUBLIC CHARITY CONTRIBUTIONS ARE FOR UNRESTRICTED PURPOSES 10000 234170 0 14 2850 14 360871 18 70326 0 434047 0 434047 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6643 3321 3322 N/A 0 OMNITEK ENGR CORP - 24,100 SHS 63644 501 OPTIMIZERX CORP - 30,000 SHS 515596 145800 ISHARES TRUST ISHARES PREFERRED AND INCOME SECURITIES ETF - 97,370 SHS 3558232 3061313 VANECK PREFERRED SECURITIES EX FINACIALS ETF - 30,545 SHS 650558 526901 AGNC INVT CORP COM - 65,550 SHS 700730 603716 WEST COAST COMMUNITY BANCORP COM - 10,696 SHS 267400 445488 METROPOLITAN CAPITAL BANK - 24,762 SHS 700000 700000 AT&T INC - 12,400 SHS 270812 282348 VERIZON COMMUNICATIONS INC - 4,800 SHS 196800 191952 INTEREST RECEIVABLE 121 0 0 DIVIDEND RECEIVABLE 7866 8037 8037 OTHER RECEIVABLE 32000 32000 32000 OUTSIDE ADMINISTRATIVE SERVICES 18000 0 18000 FILING FEES 15 0 15 BANK FEES 280 280 0 CALL OPRX EXP 1-19-24 1249 0 CALL T EXP 1-19-24 898 0 OTHER PAYABLES 15 0 CALL T EXP 1-24-25 0 11405 CALL VZ 1-24-25 0 4694 INVESTMENT FEES 24005 24005 0