TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
STASELI TITUS 1993 CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 95672
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606945672

A Employer identification number

65-6123008

B Telephone number (see instructions)

(312) 461-5154

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$2,540,865J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	40,406		40,406
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		84,642
b	Gross sales price for all assets on line 6a 615,377
7	Capital gain net income (from Part IV, line 2)...			84,642
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	125,048		125,048
13	Compensation of officers, directors, trustees, etc.	29,681		14,841		14,841
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,050	525	0	525
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,377	253		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	32,108		15,619	0	15,366
25	Contributions, gifts, grants paid.......	94,000				94,000
26	Total expenses and disbursements. Add lines 24 and 25	126,108		15,619	0	109,366
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,060
b	Net investment income (if negative, enter -0-)			109,429
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	-270
	2	Savings and temporary cash investments.........	23,536	39,480	39,480
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	136,822	List of Attached Documents: // Content 101,305	98,131
	b	Investments—corporate stock (attach schedule).......	671,620	List of Attached Documents: // Content 732,010	1,335,951
	c	Investments—corporate bonds (attach schedule).......	585,051	List of Attached Documents: // Content 670,932	666,103
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 367,286	List of Attached Documents: // Content 239,607	List of Attached Documents: // Content 401,200
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,784,045	1,783,334	2,540,865
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,784,045	1,783,334
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,784,045	1,783,334
	30	Total liabilities and net assets/fund balances (see instructions).	1,784,045	1,783,334

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

1,784,045

Enter amount from Part I, line 27a .....................

-1,060

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

349

Add lines 1, 2, and 3 ..........................

1,783,334

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,783,334

Form 990-PF (2024)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	3.34 FG A42239 5.5% 01 FEB 2036	2006-02-21	2024-01-16
b	8.57 FG G08095 5.5% 01 NOV 2035	2005-12-06	2024-01-16
c	3.62 FG A42239 5.5% 01 FEB 2036	2006-02-21	2024-02-15
d	9.78 FG G08095 5.5% 01 NOV 2035	2005-12-06	2024-02-15
e	3.06 FG A42239 5.5% 01 FEB 2036	2006-02-21	2024-03-15
	20.68 FG G08095 5.5% 01 NOV 2035	2005-12-06	2024-03-15
	51. HERSHEY FOODS CORPORATION COMMON STOCK	2023-11-01	2024-04-02
	598. WELLS FARGO & COMPANY NEW COMMON STOCK	2023-03-07	2024-04-02
	3.8 FG A42239 5.5% 01 FEB 2036	2006-02-21	2024-04-15
	6.99 FG G08095 5.5% 01 NOV 2035	2005-12-06	2024-04-15
	35000. MA ST CLG- 01 JUL 2020 1.044% 01 MAY 2024	2020-09-28	2024-05-01
	60000. PHILIP MORRIS INTL INC 2.875% 01 MAY 2024	2019-11-04	2024-05-01
	524.934 ARTISAN DEVELOPING WORLD-INS	2020-02-13	2024-05-07
	2298.851 SEGALL BRY & HAM S/C VAL-INS	2020-12-22	2024-05-07
	.425 EXXON MOBIL CORP COMMON STOCK	2022-11-02	2024-05-14
	58.1 FG A42239 5.5% 01 FEB 2036	2006-02-21	2024-05-15
	12.54 FG G08095 5.5% 01 NOV 2035	2005-12-06	2024-05-15
	3.39 FG A42239 5.5% 01 FEB 2036	2006-02-21	2024-06-17
	8.12 FG G08095 5.5% 01 NOV 2035	2005-12-06	2024-06-17
	1472.031 BLCKRCK SYST MULTI-STR-INST	2020-03-18	2024-06-18
	3296.097 PIMCO PREFER & CAPITAL-INST	2020-07-22	2024-06-18
	64. ALPHABET INC-CL C	2020-04-13	2024-06-20
	90. CORPAY INC	2023-03-07	2024-06-20
	151. EXXON MOBIL CORP COMMON STOCK	2022-12-13	2024-06-20
	3.12 FG A42239 5.5% 01 FEB 2036	2006-02-21	2024-07-15
	7.6 FG G08095 5.5% 01 NOV 2035	2005-12-06	2024-07-15
	25000. AIR PRODUCTS & CHEMICALS 3.35% 31/7/24	2018-08-17	2024-07-31
	105. BROADCOM INC	2021-03-18	2024-08-06
	18. ULTA BEAUTY INC	2023-12-07	2024-08-06
	150. APTIV PLC	2023-10-03	2024-08-06
	3.13 FG A42239 5.5% 01 FEB 2036	2006-02-21	2024-08-15
	6.67 FG G08095 5.5% 01 NOV 2035	2005-12-06	2024-08-15
	33. ADVANCED MICRO DEVICES	2023-06-02	2024-09-04
	23. META PLATFORMS INC-CLASS A	2022-03-02	2024-09-04
	89. NASDAQ INC	2023-11-01	2024-09-04
	287. NASDAQ INC	2023-09-01	2024-09-04
	60000. AMERICAN HONDA FINANCE 2.15% 10 SEP 2024	2019-11-04	2024-09-10
	1885.721 ARTISAN INTL SM/MID-INST	2020-07-22	2024-09-11
	3.63 FG A42239 5.5% 01 FEB 2036	2006-02-21	2024-09-16
	5.68 FG G08095 5.5% 01 NOV 2035	2005-12-06	2024-09-16
	12.5 FG A42239 5.5% 01 FEB 2036	2006-02-21	2024-10-15
	7.95 FG G08095 5.5% 01 NOV 2035	2005-12-06	2024-10-15
	90. ADVANCED MICRO DEVICES	2023-09-01	2024-11-01
	39. AMENTUM HOLDINGS INC	2023-11-01	2024-11-01
	141. AMENTUM HOLDINGS INC	2023-03-07	2024-11-01
	14. AUTOZONE INC COMMON STOCK	2021-03-18	2024-11-01
	211. MONSTER BEVERAGE CORP	2024-04-02	2024-11-01
	3.13 FG A42239 5.5% 01 FEB 2036	2006-02-21	2024-11-15
	8.84 FG G08095 5.5% 01 NOV 2035	2005-12-06	2024-11-15
	3.14 FG A42239 5.5% 01 FEB 2036	2006-02-21	2024-12-16
	4.39 FG G08095 5.5% 01 NOV 2035	2005-12-06	2024-12-16
	1602.564 ARTISAN DEVELOPING WORLD-INS	2020-02-13	2024-12-19
	1085.069 JOHCM INTERNATIONAL SEL-INST	2020-04-03	2024-12-19
	46. NXP SEMICONDUCTORS NV	2024-08-06	2024-12-20

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3	3
b	9	8	1
c	4	4
d	10	10
e	3	3
	21	20	1
	10,185	9,642	543
	34,260	27,111	7,149
	4	4
	7	7
	35,000	35,000
	60,000	60,000
	10,037	8,640	1,397
	32,529	30,023	2,506
	50	47	3
	58	58
	13	12	1
	3	3
	8	8
	15,074	14,109	965
	29,962	33,956	-3,994
	11,350	3,825	7,525
	23,541	20,093	3,448
	16,939	16,776	163
	3	3
	8	8
	25,000	24,910	90
	15,103	4,903	10,200
	5,887	8,821	-2,934
	10,410	15,081	-4,671
	3	3
	7	7
	4,703	3,923	780
	11,804	5,939	5,865
	6,558	4,345	2,213
	21,147	15,004	6,143
	60,000	60,000
	34,452	30,888	3,564
	4	4
	6	6
	13	12	1
	8	8
	12,859	10,180	2,679
	1,192	857	335
	4,310	2,921	1,389
	42,115	13,967	28,148
	11,058	12,037	-979
	3	3
	9	9
	3	3
	4	4
	35,032	25,374	9,658
	24,891	21,202	3,689
	9,715	10,951	-1,236

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a
b			1
c
d
e
			1
			543
			7,149




			1,397
			2,506
			3

			1


			965
			-3,994
			7,525
			3,448
			163


			90
			10,200
			-2,934
			-4,671


			780
			5,865
			2,213
			6,143

			3,564


			1

			2,679
			335
			1,389
			28,148
			-979




			9,658
			3,689
			-1,236

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	84,642
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,521
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	1,521
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,521
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	824
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	824
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	697
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

BMO BANK NA, C/O MICHELLE WILLMS Telephone no. right arrow

(262) 693-4101

Located at right arrow

PO BOX 95672CHICAGOIL ZIP+4 right arrow

606945672

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
BMO BANK N A	TRUSTEE 2	29,681
PO Box 95672 CHICAGO,IL606945672	TRUSTEE 2	29,681

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,448,430

Average of monthly cash balances.......................

55,096

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

2,503,526

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,503,526

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

37,553

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

2,465,973

Minimum investment return. Enter 5% (0.05) of line 5................

123,299

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

123,299

Tax on investment income for 2024 from Part V, line 5 .......

1,521

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,521

Distributable amount before adjustments. Subtract line 2c from line 1............

121,778

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

121,778

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

121,778

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

109,366

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

109,366

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					121,778
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				93,770
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 109,366
a Applied to 2023, but not more than line 2a				93,770
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					15,596
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					106,182
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BALZEKAS MUSEUM ATTN STANLEY BALZEKAS 6500 SOUTH PULASKI ROAD CHICAGO,IL60629	NONE	PC	GENERAL OPERATING PURPOSES	94,000
Total ................................. 3a				94,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	40,406
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	84,642
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				125,048

13Total. Add line 12, columns (b), (d), and (e)..................

125,048

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

STASELI TITUS 1993 CHARITABLE TRUST

EIN:

65-6123008

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,050	525		525

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

STASELI TITUS 1993 CHARITABLE TRUST

EIN:

65-6123008

Name of Bond	End of Year Book Value	End of Year Fair Market Value
00440EAU1 CHUBB INA HOLDINGS I
009158AV8 AIR PRODUCTS & CHEMI
02665WDD0 AMERICAN HONDA FINAN
278642AR4 EBAY INC 2.15% 05 JU
404280AN9 HSBC HOLDINGS PLC 4%
46625HHS2 JPMORGAN CHASE & CO
718172CH0 PHILIP MORRIS INTL I
760759AM2 REPUBLIC SERVICES IN
767201AS5 RIO TINTO FIN USA LT
806854AH8 SCHLUMBERGER INVESTM
89152UAF9 TOTAL CAPITAL SA 4.1
91324PCU4 UNITEDHEALTH GROUP I
92826CAD4 VISA INC 3.15% 14 DE	24,528	24,710
98389BAR1 XCEL ENERGY INC 3.3%	60,000	59,558
172967KN0 CITIGROUP INC 3.4% 0	41,176	39,307
458140AU4 INTEL CORP 2.6% 19 M	51,271	48,478
949746SH5 WELLS FARGO & COMPAN	51,058	48,479
06051GGC7 BANK OF AMERICA CORP	47,521	49,076
12189LAQ4 BURLINGTN NORTH SANT
06406RAH0 BANK OF NY MELLON CO	48,536	48,775
40434LAM7 HP INC 4.75% 15 JAN	24,213	24,965
45866FAJ3 INTERCONTINENTALEXCH	28,667	28,904
89115A2H4 TORONTO-DOMINION BAN	60,192	59,867
02665WFQ9 AMERICAN HONDA FINAN	40,288	38,891
026874DN4 AMERICAN INTL GROUP	38,055	38,385
05348EBC2 AVALONBAY COMMUNITIE	23,963	23,929
808513BA2 CHARLES SCHWAB CORP	46,311	46,847
842587DS3 SOUTHERN CO 5.5% 15	60,215	61,216
92343VDY7 VERIZON COMMUNICATIO	24,938	24,716

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

STASELI TITUS 1993 CHARITABLE TRUST

EIN:

65-6123008

Name of Stock	End of Year Book Value	End of Year Fair Market Value
001084102 AGCO CORP
00130H105 AES CORP
00971T101 AKAMAI TECHNOLOGIES
015351109 ALEXION PHARMACEUTIC
020002101 ALLSTATE CORP
02079K107 ALPHABET INC-CL C	14,027	75,414
023135106 AMAZON.COM INC	37,006	68,011
025816109 AMERICAN EXPRESS CO	21,721	27,898
037833100 APPLE INC	11,761	96,412
038222105 APPLIED MATERIALS IN
053332102 AUTOZONE INC
060505104 BANK OF AMERICA CORP
071813109 BAXTER INTERNATIONAL
127387108 CADENCE DESIGN SYS I
14040H105 CAPITAL ONE FINANCIA
149123101 CATERPILLAR INC
166764100 CHEVRON CORP
172967424 CITIGROUP INC	24,074	26,959
174610105 CITIZENS FINANCIAL G	18,776	19,386
20030N101 COMCAST CORP-CLASS A
20825C104 CONOCOPHILLIPS
254709108 DISCOVER FINANCIAL S
25470F104 DISCOVERY COMMUNICAT
256677105 DOLLAR GENERAL CORP
30303M102 META PLATFORMS INC-C	14,510	43,913
34959E109 FORTINET INC
384802104 WW GRAINGER INC
427866108 HERSHEY CO/THE
431475102 HILL-ROM HOLDINGS IN
436440101 HOLOGIC INC
443510607 HUBBELL INC	12,829	17,593
458140100 INTEL CORP
466313103 JABIL INC
518439104 ESTEE LAUDER COMPANI
532457108 ELI LILLY & CO
548661107 LOWE'S COS INC
57772K101 MAXIM INTEGRATED PRO
58933Y105 MERCK & CO. INC.	21,303	24,373
594918104 MICROSOFT CORP	17,866	105,797
617446448 MORGAN STANLEY
629377508 NRG ENERGY INC
654106103 NIKE INC -CL B
688239201 OSHKOSH CORP
717081103 PFIZER INC
737446104 POST HOLDINGS INC
742718109 PROCTER & GAMBLE CO/	18,075	25,148
754730109 RAYMOND JAMES FINANC
758750103 REGAL REXNORD CORP
844741108 SOUTHWEST AIRLINES C
871829107 SYSCO CORP	19,323	20,262
87612E106 TARGET CORP
89417E109 TRAVELERS COS INC/TH
911363109 UNITED RENTALS INC
92826C839 VISA INC-CLASS A SHA	31,427	45,510
931142103 WALMART INC	15,584	48,247
989207105 ZEBRA TECHNOLOGIES C
G50871105 JAZZ PHARMACEUTICALS
00724F101 ADOBE INC	20,552	22,679
016255101 ALIGN TECHNOLOGY INC
142339100 CARLISLE COS INC
29364G103 ENTERGY CORP
444859102 HUMANA INC
445658107 HUNT (JB) TRANSPRT S
478160104 JOHNSON & JOHNSON
539830109 LOCKHEED MARTIN CORP	19,712	21,381
57636Q104 MASTERCARD INC - A
69370C100 PTC INC COM
70450Y103 PAYPAL HOLDINGS INC
731068102 POLARIS INC
74736K101 QORVO INC
874054109 TAKE-TWO INTERACTIVE
882508104 TEXAS INSTRUMENTS IN
929089100 VOYA FINANCIAL INC
969904101 WILLIAMS-SONOMA INC
G5494J103 LINDE PLC/OLD
G8060N102 SENSATA TECHNOLOGIES
11135F101 BROADCOM INC	10,507	52,164
125896100 CMS ENERGY CORP
256746108 DOLLAR TREE INC
615369105 MOODY'S CORP
67066G104 NVIDIA CORP	14,141	96,689
723787107 PIONEER NATURAL RESO
7591EP100 REGIONS FINANCIAL CO
773903109 ROCKWELL AUTOMATION
883556102 THERMO FISHER SCIENT
91324P102 UNITEDHEALTH GROUP I	11,473	14,670
92532F100 VERTEX PHARMACEUTICA	14,342	24,162
94106L109 WASTE MANAGEMENT INC	20,438	27,242
011659109 ALASKA AIR GROUP INC
052769106 AUTODESK INC	21,011	28,966
30212P303 EXPEDIA GROUP INC	20,435	37,080
30231G102 EXXON MOBIL CORP	19,395	34,315
339041105 FLEETCOR TECHNOLOGIE
949746101 WELLS FARGO & CO
G1890L107 CAPRI HOLDINGS LTD
G5960L103 MEDTRONIC PLC
007903107 ADVANCED MICRO DEVIC
025537101 AMERICAN ELECTRIC PO	28,023	32,096
125523100 THE CIGNA GROUP	19,914	19,606
23331A109 DR HORTON INC	9,554	12,444
252131107 DEXCOM INC	9,563	7,933
315616102 F5 INC	12,483	19,112
37940X102 GLOBAL PAYMENTS INC	24,171	26,110
46982L108 JACOBS SOLUTIONS INC	18,379	24,052
571748102 MARSH & MCLENNAN COS	14,733	17,205
58155Q103 MCKESSON CORP	17,100	25,076
631103108 NASDAQ INC
90384S303 ULTA BEAUTY INC
G54950103 LINDE PLC	16,149	26,376
G6095L109 APTIV PLC
040413205 ARISTA NETWORKS INC	9,671	9,506
231021106 CUMMINS INC	19,466	24,053
775711104 ROLLINS INC	21,222	20,811
857477103 STATE STREET CORP	29,112	30,525
876030107 TAPESTRY INC	10,976	19,403
90353T100 UBER TECHNOLOGIES IN	21,206	17,372

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

STASELI TITUS 1993 CHARITABLE TRUST

EIN:

65-6123008

US Government Securities - End of Year Book Value:

101,305

US Government Securities - End of Year Fair Market Value:

98,131

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2024 OtherAssetsSchedule

Name:

STASELI TITUS 1993 CHARITABLE TRUST

EIN:

65-6123008

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
PURCHASE INTERST CARRYOVER		0	0
0075W0510 WESTWOOD EMERGING MK		0	0
03463K406 ANGEL OAK MULTI-STR		0	0
04314H592 ARTISAN DEVELOPING W	62,043	28,029	48,545
04314H717 ARTISAN HIGH INCOME-		0	0
XXX-XX-XXXX CALAMOS MRKT NEU INC		0	0
XXX-XX-XXXX PARAMETRIC COMM STRA		0	0
XXX-XX-XXXX ESSEX PROPERTY TRUST		0	0
XXX-XX-XXXX OAKMARK INTL SM CAP-		0	0
46138E511 INVESCO PREFERRED ET		0	0
XXX-XX-XXXX ISHARES MSCI EAFE ET		0	0
XXX-XX-XXXX ISHARES MSCI EAFE SM		0	0
XXX-XX-XXXX MERGER FUND-INST		0	0
78467Y107 SPDR S&P MIDCAP 400	46,906	46,906	185,114
81369Y407 CONSUMER DISCRETIONA		0	0
81369Y506 ENERGY SELECT SECTOR		0	0
81369Y803 TECHNOLOGY SELECT SE		0	0
00770G847 JOHCM INTERNATIONAL		0	0
04314H576 ARTISAN INTL SM/MID-	30,888	0	0
09260C307 BLCKRCK SYST MULTI-S	33,045	18,931	19,948
29444U700 EQUINIX INC		0	0
31761R211 VULCAN VALUE PART SM		0	0
46641U861 JPM OPPORT EQ LNG/SH		0	0
72202E682 PIMCO PREFER & CAPIT	34,345	0	0
81580H639 SEGALL BRY & HAM S/C	30,023	0	0
89832P705 INFINITY Q DIVERS AL	19,843	10,537	64
03027X100 AMERICAN TOWER CORP		0	0
46653M849 JOHCM INTERNATIONAL	97,114	75,912	88,693
74460D109 PUBLIC STORAGE		0	0
29472R108 EQUITY LIFESTYLE PRO	13,079	19,116	17,582
64128R608 NEUBERGER BERM LNG S		40,176	41,254
990055CS2 INFINITY Q DIVERSIFI		0	0

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

STASELI TITUS 1993 CHARITABLE TRUST

EIN:

65-6123008

Description	Amount
COST BASIS ADJUSTMENT	349

- TIN:

TY 2024 TaxesSchedule

Name:

STASELI TITUS 1993 CHARITABLE TRUST

EIN:

65-6123008

Category	Amount	Net Investment Income
FOREIGN TAXES	7	7
FEDERAL TAX PAYMENT - PRIOR YE	300	0
FEDERAL ESTIMATES - PRINCIPAL	824	0
FOREIGN TAXES ON QUALIFIED FOR	246	246