2024-11-15T16:44:16-05:00 2023-12-31 844283858 KUHN & COMPANY CPAS HOLDINGS PLLC 8770 W BRYN MAWR AVE STE 710 CHICAGO IL 606313780 990 2023-01-01 366919591 GUST K NEWBERG CHARITABLE TRUST GUST 6304167700 8770 W BRYN MAWR AVE STE 710 CHICAGO IL 60631 STEPHEN A KUHN TRUSTEE 6304167700 2024-11-13 true true LAIMA KILIENE P01352124 6304167700 2024-11-15 2023 2024-10-15 13:58:12Z STEPHEN A KUHN 8770 W BRYN MAWR AVE STE 710 CHICAGO IL 60631 3626874 false X N/A X 1988 IL TO INVEST AND REINVEST TRUST ASSETS AND DISTRIBUTE 100% OF THE NET INCOME QUARTERLY(AS DEFINED IN THE TRUST DOCUMENT) TO THE TRUST'S BENEFICIARIES (LISTED IN THE TRUST DOCUMENT). BENEFICIARIES AND AMOUNT DISTRIBUTED FOR THE YEAR ARE LISTED IN SCHEDULE I 3 3 0 0 0 0 2979060 1484692 0 2979060 1484692 390368 496616 0 98192 99073 0 0 97018 104637 585578 700326 2393482 784366 24657029 26306325 112371 118653 24544658 26187672 X TO INVEST AND REINVEST TRUST ASSETS AND DISTRIBUTE 100% OF THE NET INCOME QUARTERLY(AS DEFINED IN THE TRUST DOCUMENT) TO THE TRUST'S BENEFICIARIES (LISTED IN THE TRUST DOCUMENT). BENEFICIARIES AND AMOUNT DISTRIBUTED FOR THE YEAR ARE LISTED IN SCHEDULE I false false 496616 496616 SEE SCHEDULE I ATTACHED FOR ALL GRANTS TO DOCUMENTED NAMED BENEFICIARIES 496616 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 4 0 0 false false false false false false false false X 3 3 false false false false false false false true true false false true false false false false false false IL X X STEPHEN A KUHN 6304167700 8770 W BRYN MAWR AVE STE 710 CHICAGO IL 60631 X STEPHEN A KUHN TRUSTEE 5.00 X 39610 0 0 MICHAEL WHITE TRUSTEE 5.00 X 39610 0 0 JOHN G BYRNES TRUSTEE 5.00 X 11634 0 0 90854 false false false 700104 700104 2926548 222 2142182 784366 222 784588 784588 1484692 1484692 496616 496616 99073 99073 13350 13350 73595 73595 17692 17692 700326 496616 203710 0 2 1 1632456 390626 23024571 25915698 24657029 26306325 112371 118653 112371 118653 X 24544658 26187672 24544658 26187672 24657029 26306325 784366 858648 X false false false X X 5 DICKINSON COUNTY ROAD COMMISSION DICKINSON COUNTY ROAD COMMISSION 382776580 7 true 74493 0 JACKSON MEMORIAL FOUNDATION JACKSON MEMORIAL FOUNDATION 650077727 3 true 74492 0 THE MOSAIC FOUNDATION THE MOSAIC FOUNDATION 113669999 3 true 74492 0 NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY 362167817 3 true 198647 0 DICKINSON COUNTY HEALTHCARE SYSTEMS DICKINSON COUNTY HEALTHCARE 382780429 3 true 74492 0 5 496616 0 true false false false false false false false false false false false false false false true false false 0 0 0 585578 700326 585578 700326 0 0 195210 203710 0 0 390368 496616 23955771 24753329 596104 261271 0 24551875 25014600 0 0 24551875 25014600 368278 375219 24183597 24639381 846426 862378 0 846426 862378 390368 331813 846426 846426 0 846426 496616 0 0 0 0 0 496616 496616 846426 0.586721000000 846426 1902621 0 0 0 0 0 0 0 0 0 0 496616 496616 0 1406005 846426 0 0 0 0 0 0 PART IV, SECTION D, LINE 2 100% OF TRUST INCOME LESS ALLOCATION OF EXPENSES ARE DISTRIBUTED QUARTERLY TO THE SUPPORTED ORGANIZATIONS NAMED IN THE TRUST DOCUMENT ALONG WITH QUARTERLY FINANCIAL STATEMENTS. EACH OF SUPPORTED ORGANIZATIONS HAS BEEN IN CONTACT WITH THE TRUST IN REGARD TO HOW EACH WOULD LIKE TO RECEIVE CONTRIBUTION FROM THE TRUST. THE TRUST COMPLIED WITH ALL SUCH REQUESTS FROM ITS SUPPORTED ORGANIZATIONS. PART V, SECTION E, LINE 5 AS INDICATED IN THE GOVERNING DOCUMENT AND AS ACCEPTED BY THE IRS, THE ENTIRE NET INCOME OF THE TRUST IS REQUIRED TO BE PAID OUT AT LEAST ANNUALLY TO THE SUPPORTED ORGANIZATIONS. AS REQUIRED, 100% OF PRIOR YEAR NET INCOME HAS BEEN DISTRIBUTED TO THE SUPPORTED ORGANIZATIONS. PART V, SECTION E, LINE 6 AS INDICATED IN THE GOVERNING DOCUMENT AND AS ACCEPTED BY THE IRS, THE ENTIRE NET INCOME OF THE TRUST IS REQUIRED TO BE PAID OUT AT LEAST ANNUALLY TO THE SUPPORTED ORGANIZATIONS. AS REQUIRED, 100% OF CURRENT YEAR NET INCOME HAS BEEN DISTRIBUTED TO THE SUPPORTED ORGANIZATIONS. false NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 362167817 198647 JACKSON HEALTH FOUNDATION 1500 NW 12TH AVE 1117 EAST MIAMI FL 33136 650077727 74492 DICKINSON COUNTY HEALTHCARE SYSTEMS 1721 S STEPHENSON IRON MOUNTAIN MI 49801 382780429 GOV 74492 THE MOSAIC FOUNDATION 4980 S 118TH ST OMAHA NE 68137 113669999 74492 DICKINSON COUNTY ROAD COMMISSION 1107 S MILWAUKEE PO BOX 519 IRON MOUNTAIN MI 49801 382780429 GOV 74493 SCHEDULE I, PAGE 1, PART I, LINE 2 REVIEW CONTRIBUTION RECEIPT LETTERS FROM SUPPORTED ORGANIZATIONS. CONTINUE TO MONITOR THEIR TAX EXEMPT STATUS. FORM 990 - ORGANIZATION'S MISSION TO INVEST AND REINVEST TRUST ASSETS AND DISTRIBUTE 100% OF THE NET INCOME QUARTERLY(AS DEFINED IN THE TRUST DOCUMENT) TO THE TRUST'S BENEFICIARIES (LISTED IN THE TRUST DOCUMENT). BENEFICIARIES AND AMOUNT DISTRIBUTED FOR THE YEAR ARE LISTED IN SCHEDULE I FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY TRUSTEE STEPHEN A. KUHN, WHO HAS AN EXTENSIVE BACKGROUND IN ACCOUNTING AND TAXATION. THEN A COPY IS GIVEN TO THE OTHER TWO TRUSTEES FOR THEIR REVIEW. THE BENEFICIARIES ARE GIVEN QUARTERLY FINANCIAL STATEMENTS AND AT YEAR-END A NOTIFICATION THAT FORM 990 IS ACCESSIBLE FOR THEIR REVIEW THROUGH KUHN AND COMPANY'S WEB SITE AND THAT THEY COULD OBTAIN A COPY UPON REQUEST AT THE TRUSTEE OFFICE. FORM 990, PAGE 6, PART VI, LINE 19 THE FINANCIAL STATEMENTS AND FORM 990 IS AVAILABLE AT THE TRUST OFFICE, 8770 W BRYN MAWR AVE, SUITE 710, CHICAGO, IL 60610, BY APPOINTMENT 630-416- 7700.