2024-08-27T08:13:48-05:00 2023-12-31 362663249 WEISS & COMPANY LLP 2700 PATRIOT BOULEVARD - SUITE 400 GLENVIEW IL 60026 990PF 2023-01-01 825238719 ZWIRNER FOUNDATION ZWIR 6305677240 1202 HAWTHORNE LANE HINSDALE IL 60521 DONNA L HEGGIE PRESIDENT 6305677240 2024-08-13 1 0 HOWARD M BLOOM P00700382 8474418800 2023 2024-08-08 14:25:15Z X 30025868 X X 1053193 1053193 45588 2066111 45588 1098781 1098781 0 0 0 22006 11003 11003 10482 5241 5241 89217 89217 0 18525 10311 0 1905 0 1905 142135 115772 18149 1600000 1600000 1742135 115772 1618149 -643354 983009 3741335 1271027 1271027 2179824 3910271 4114595 11770922 12625309 15171190 11938020 9355441 9339408 0 116095 117835 8209 11813 11813 29638310 27289956 30025868 1705000 0 1705000 0 X 0 0 0 0 27933310 27289956 27933310 27289956 29638310 27289956 27933310 -643354 0 27289956 0 27289956 UBS 7149 (AVAILABLE UPON REQUEST) P 195236 210833 -15597 -15597 UBS 7150 (AVAILABLE UPON REQUEST) P 61354 62690 -1336 -1336 UBS 7150 (AVAILABLE UPON REQUEST) P 474028 395180 78848 78848 UBS 7151 (AVAILABLE UPON REQUEST) P 29610 37000 -7390 -7390 UBS 7151 (AVAILABLE UPON REQUEST) P 248413 257444 -9031 -9031 UBS 7152 (AVAILABLE UPON REQUEST) P 110627 117310 -6683 -6683 UBS 7152 (AVAILABLE UPON REQUEST) P 265735 235563 30172 30172 UBS 7153 (AVAILABLE UPON REQUEST) P 32334 37267 -4933 -4933 UBS 7153 (AVAILABLE UPON REQUEST) P 102124 62188 39936 39936 UBS 7154 (AVAILABLE UPON REQUEST) P 40394 49447 -9053 -9053 UBS 7154 (AVAILABLE UPON REQUEST) P 98964 129090 -30126 -30126 UBS 8322 (AVAILABLE UPON REQUEST) P 80259 81848 -1589 -1589 UBS 8322 (AVAILABLE UPON REQUEST) P 315076 332837 -17761 -17761 UBS 8322 (AVAILABLE UPON REQUEST) P 11826 11826 0 0 CAPITAL GAINS DIVIDENDS P 131 131 131 45588 13664 0 13664 0 13664 12160 0 9000 0 21160 0 7496 7496 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A DONNA L HEGGIE 6305677240 1202 HAWTHORNE LANE HINSDALE IL 60521 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONNA L HEGGIE 1202 HAWTHORNE LANE HINSDALE IL 60521 PRESIDENT 5.00 0 0 0 WILLIAM R ZWIRNER 9202 BELMONT LANE WAXHAW NC 28173 TREASURER 1.00 0 0 0 CAROL A MCGUIRE 1629 N LARRABEE CHICAGO IL 60614 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 THE ZWIRNER FOUNDATION WAS FORMED FOR CHARITABLE PURPOSES AND, IN PARTICULAR, TO SUPPORT ORPHANS OF THE STORM ANIMAL SHELTER (EIN: 36-6002114), A PUBLIC CHARITY DESCRIBED IN IRC SECTION 509(A)(1). THE ONLY CHARITABLE ACTIVITIES IN 2023 WERE DIRECT CONTRIBUTIONS TO ORPHANS OF THE STORM ANIMAL SHELTER (AS SHOWN IN PART XV, LINE 3A). 0 0 28283079 1317268 0 29600347 0 0 29600347 444005 29156342 1457817 1457817 13664 13664 1444153 0 1444153 0 1444153 1618149 0 1618149 1444153 1491604 0 0 1618149 1491604 0 0 126545 0 0 0 0 0 0 0 0 1317608 0 0 0 X ORPHANS OF THE STORM ANIMAL SHELTER (EIN 36-6002114) 2200 RIVERWOODS ROAD RIVERWOODS IL 60015 PC FOR HOUSING, CARE AND MEDICAL TREATMENT OF ANIMALS 1600000 1600000 0 14 1053193 18 45588 0 1098781 0 1098781 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10482 5241 5241 JOHN DICKINSON SCHNEIDER, INC. PROMISSORY NOTES 8660119 8660119 UBS FINANCIAL SERVICES A8322 695322 679289 UBS FINANCIAL SERVICES 6394014 7753215 UBS FINANCIAL SERVICES A7149 6231295 7417975 3910271 4114595 0 0 UBS FINANCIAL SERVICES A8322 AT COST 116095 117835 LEGAL FEES 22006 11003 11003 INTEREST/DIVIDENDS RECEIVABLE 8209 11813 11813 STATE REGISTRATION FEE 15 0 15 INSURANCE 1890 0 1890 DUE TO ESTATE OF RICHARD T. ZWIRNER 1705000 0 UBS FINANCIAL SERVICES 7149 32906 32906 0 UBS FINANCIAL SERVICES 7150 11106 11106 0 UBS FINANCIAL SERVICES 7151 11709 11709 0 UBS FINANCIAL SERVICES 7152 10278 10278 0 UBS FINANICAL SERVICES 7153 10862 10862 0 UBS FINANICAL SERVICES 7154 3921 3921 0 UBS FINANCIAL SERVICES 5613 175 175 0 UBS FINANICAL SERVICES 8322 8260 8260 0 FOREIGN TAXES PAID 10311 10311 0 FEDERAL EXCISE TAXES PAID 8214 0 0