2024-04-26T12:18:25-05:00 2023-12-31 420714325 RSM US LLP 30 SOUTH WACKER DR SUITE 3300 CHICAGO IL 606063392 990PF 2023-01-01 264190675 FRANK AND KAREN PTAK FAMILY FOUNDATION FRAN 3128455459 2418 NW 61ST DIAGONAL BOCA RATON FL 33496 FRANK PTAK DIRECTOR 3128455459 2024-04-26 1 FRANK PTAK XXX-XX-XXXX 0 KATY WILLIAMS P00038470 3126343400 2024-04-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1639539 X 200000 1585 1585 40078 40078 0 100000 0 241663 41663 48000 0 48000 10074 0 10074 855 0 855 3800 0 3800 4578 0 4196 676 0 676 2751 2751 0 70734 2751 67601 240000 240000 310734 2751 307601 -69071 38912 877807 564609 564609 864776 1110191 1074930 1742583 1674800 1639539 0 1592 0 1592 X 0 0 0 0 1742583 1673208 1742583 1673208 1742583 1674800 1742583 -69071 0 1673512 304 1673208 PUBLICLY TRADED SECURITIES P 100000 100000 0 0 0 541 0 541 0 541 382 0 0 0 382 0 159 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A FRANK PTAK 3128455459 2418 NW 61ST DIAGONAL BOCA RATON FL 33496 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY B PTAK 2767 SHERIDAN RD EVANSTON IL 60201 PRES, DIRECTOR 0.50 0 0 0 JACQUELYN F MORRIS 2132 TANGLEWOOD COURT HIGHLAND PARK IL 60035 VP, DIRECTOR 1.00 0 0 0 RUSSELL E PTAK 1250 NORTH LASALLE STREET CHICAGO IL 60610 TR, DIRECTOR 20.00 48000 10074 0 FRANK S PTAK 2418 NW 61ST DIAGONAL BOCA RATON FL 33496 DIRECTOR 0.50 0 0 0 KAREN M PTAK 2418 NW 61ST DIAGONAL BOCA RATON FL 33496 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 946009 743853 0 1689862 0 0 1689862 25348 1664514 83226 83226 541 541 82685 0 82685 0 82685 307601 0 307601 82685 0 0 136059 155081 164440 155428 196627 807635 307601 0 0 0 82685 224916 0 0 1032551 0 0 0 0 0 0 136059 896492 155081 164440 155428 196627 224916 FRANK S PTAK KAREN M PTAK FRANK PTAK 2418 NW 61ST DIAGONAL BOCA RATON FL 33496 8476819626 FRANK.PTAK@OUTLOOK.COM THERE IS NO STANDARD APPLICATION FORM. A LETTER REQUESTING A CONTRIBUTION IS SUFFICIENT. THERE ARE NO SUBMISSION DEADLINES. ORGANIZATIONS MUST BE EDUCATIONAL, RELIGIOUS OR CHARITABLE AS DEFINED BY IRC SECTION 170(C). DEPAUL UNIVERSITY COLLEGE OF COMMERCE 1 E JACKSON BLVD CHICAGO IL 60604 NONE PUBLIC GENERAL 25000 GREATER CHICAGO FOOD DEPOSITORY 4100 WEST ANN LURIE PLACE CHICAGO IL 606323920 NONE PUBLIC GENERAL 19000 JUNIOR ACHIEVEMENT CHICAGO 651 W WASHINGTON BLVD 404 CHICAGO IL 60661 NONE PUBLIC GENERAL 22000 LEARN CHARTER SCHOOL NETWORK PO BOX 08328 CHICAGO IL 60608 NONE PUBLIC GENERAL 20000 LINCOLN PARK ZOOLOGICAL SOCIETY PO BOX 14903 CANNON DRIVE CHICAGO IL 60614 NONE PUBLIC GENERAL 23000 LURIE CHILDREN'S MEMORIAL HOSPITAL 225 E CHICAGO AVE CHICAGO IL 60611 NONE PUBLIC GENERAL 5000 MCGRAW YMCA 1000 GROVE STREET EVANSTON IL 60201 NONE PUBLIC GENERAL 11000 MISERICORDIA HEART OF MERCY CENTER 6300 NORTH RIDGE CHICAGO IL 60660 NONE PUBLIC GENERAL 27000 PAWS CHICAGO 1997 N CLYBOURN AVENUE CHICAGO IL 60614 NONE PUBLIC GENERAL 17000 RUSH UNIVERSITY MEDICAL CENTER 1201 W HARRISON ST STE 300 CHICAGO IL 60607 NONE PUBLIC GENERAL 10000 SHIRLEY RYAN ABILITYLAB 335 E ERIE ST CHICAGO IL 60611 NONE PUBLIC GENERAL 25000 SPECIAL OPERATIONS WARRIOR FOUNDATION 1137 MARBELLA PLAZA DR TAMPA FL 33619 NONE PUBLIC GENERAL 9000 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BLVD BOCA RATON FL 334281788 NONE PUBLIC GENERAL 27000 240000 0 14 1585 14 40078 18 0 41663 0 41663 3 NOT APPLICABLE 8 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 X X 1 FRANK PTAK 2418 NW 61ST DIAGONAL BOCA RATON FL 33496 100000 X 2 KAREN PTAK 2418 NW 61ST DIAGONAL BOCA RATON FL 33496 100000 X ACCOUNTING FEES 3800 0 3800 MUNICIPAL ISSUES AT COST 1110191 1074930 LEGAL FEES 855 0 855 BASIS ADJUSTMENT 304 INVESTMENT MANAGEMENT FEES 2501 2501 0 BOND PREMIUM EXPENSE 250 250 0 PAYROLL WITHHOLDINGS 0 1592 FRANK PTAK 2418 NW 61ST DIAGONAL BOCA RATON FL 33496 KAREN PTAK 2418 NW 61ST DIAGONAL BOCA RATON FL 33496 FEDERAL INCOME TAXES 382 0 0 PAYROLL TAX EXPENSE 524 0 524 PAYROLL TAX 3672 0 3672