2024-11-07T13:44:16-06:00 2023-12-31 261294378 Robert M Midkiff CPA LLC 650 POYDRAS ST SUITE 2250 NEW ORLEANS LA 70130 990PF 2023-01-01 721447443 Hyslop Shannon Foundation C/O James R Morton HYSL 5045998507 1100 Poydras Street 2100 New Orleans LA 701632100 James R Morton Officer 5045998507 2024-11-07 1 0 P00664461 5045689881 2023 2024-10-15 13:58:12Z X 3834696 X X 88356 88356 93295 400624 93295 14503 14503 196154 196154 10000 5000 5000 5000 5000 0 4400 4400 0 26008 26008 0 1469 1469 0 46877 41877 5000 180000 180000 226877 41877 185000 -30723 154277 -3 -3 131170 161504 161504 2983901 2940176 3597660 93464 75535 75535 3208535 3177212 3834696 0 0 X 0 0 0 0 3208535 3177212 3208535 3177212 3208535 3177212 3208535 -30723 0 3177812 600 3177212 ISHARES TR CORE MSCI EAFE 2022-10-31 2023-04-20 47027 38249 8778 8778 ISHARES INCORPORATED CORE MSCI EMKT P 2022-10-31 2023-04-20 15521 13408 2113 2113 ISHARES TR BROAD USD HIGH P 2022-10-31 2023-09-25 3272 3252 20 20 ISHARES TR CORE S&P MCP ETF P 2019-08-16 2023-12-27 11184 7486 3698 3698 ISHARES TR CORE S&P SCP ETF P 2019-08-16 2023-12-27 11308 7783 3525 3525 ISHARES TR MSCI USA MIN VOL P 2019-11-18 2023-02-13 63564 56088 7476 7476 ISHARES TR MSCI USA MIN VOL P 2019-11-18 2023-04-20 5807 5087 720 720 ISHARES TR MSCI USA MIN VOL P 2019-11-18 2023-05-01 68957 60081 8876 8876 ISHARES TR CORE MSCI EAFE P 2022-10-31 2023-12-27 3162 2505 657 657 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW P 2019-08-16 2023-04-20 35226 24657 10569 10569 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW P 2019-08-16 2023-09-25 74650 49843 24807 24807 VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW P 2019-08-16 2023-12-27 53723 32610 21113 21113 VANGUARD MID-CAP ETF P 2022-09-28 2023-12-27 753 607 146 146 VANGUARD MID-CAP ETF P 2022-10-31 2023-12-27 6470 5673 797 797 93295 2144 0 2144 0 2144 1668 0 0 0 1668 0 476 0 0 0 0 0 0 0 0 0 0 1 1 LA 1 0 0 0 0 1 N/A James R Morton 5045998507 1100 Poydras St Ste 2100 New Orleans LA New Orleans LA 701632100 0 0 0 0 0 0 0 0 1 2022 1 0 0 0 0 0 0 0 0 0 0 0 0 James R Morton 1100 Poydras Street Suite 2100 New Orleans LA 701632100 President, Director 1.00 0 0 0 Carole Whipple 3910 Dundee Road Northbrook IL 60062 Secretary/Treas, Director 1.00 5000 0 0 Thomas M Morton 1040 Portsmouth Circle Gurnee IL 60031 Vice President, Director 1.00 5000 0 0 NONE 0 NONE 0 0 3445599 163122 0 3608721 0 0 3608721 54131 3554590 177730 177730 2144 2144 175586 0 175586 0 175586 185000 0 185000 175586 194137 0 0 185000 185000 0 0 0 0 0 0 0 0 0 0 9137 175586 0 0 0 X Bird Azarian Memorial Center PO Box 583 Burlington WI 53105 Public Charity Athletics 1000 Arden Shore Child and Family Services 329 N Genesee St Waukegan IL 60085 Public Charity Community Outreach 5000 Fleur De Que 3500 N Causeway Blvd Suite 820 Metairie LA 70002 Public Charity Medical 2500 Johnson Ohana Maui Fire Relief Foundation PO Box 505 Kihei HI 96753 Public Charity Community Outreach 8000 ASCPA 3106 Belvidere Road Waukegan IL 60085 Public Charity Animal 500 Croation American Society PO Box 357 Belle Chase LA 70037 Public Charity Education 4500 Broken Radiance Inc 4810 Imperial Park Dr Fort Wayne IN 46835 Public Charity Medical 10000 Camp Thunderbird Charitable Foundation P O Box 21246 Minneapolis MN 55421 Public Charity Community Outreach 3000 Luminaries Life 840 Canden Lane Northfield IL 60093 Public Charity Medical 2500 Chicago A Cappella 2936 North Southport Avenue Chicago IL 60657 Public Charity Cultural 16000 Chicago Botanical Gardens 1000 Lake Cook Road Glencoe IL 60022 Public Charity Civic Cultural 5000 MOC Marine Institute 192 Maalaea Road Wailuku HI 96793 Public Charity Marine Research 10000 Elmhurst College 190 Prospect Avenue Elmhurst IL 60126 Public Charity Education 5000 North Shore Auxilliary JCFS 216 W Jackson Blvd Ste 800 Chicago IL 70015 public Charity Education 2000 For Autistic Kids Foundation 1200 N Milwaukee Avenue Glenview IL 60025 Public Charity Helping autistic children, education 5000 Fore Kids Foundation 11005 LaPalCo Blvd Avondale LA 70094 Public Charity Education 36000 Rescue Tails Animal Shelter Ames Blvd Marrero LA 70072 Public Charity Animal 2000 Isidore Newman School 1903 Jefferson Avenue New Orleans LA 70115 Public Charity Education 10000 Jewish Community High School by the Bay 1835 Ellis St SanFrancisco CA 94115 Public Charity Religious Education 10000 Loyola University New Orleans 6363 St Charles Avenue New Orleans LA 70118 Public Charity Education 10000 Northern Illinois Food Bank 273 Dearborn Ct Carol Stream IL 60134 Public Charity Community Outreach 5000 One Hope Unitied 333 Wabash Ave Ste 250 Chicago IL 60604 Public Charity Community Outreach 5000 Ravinia Festival 418 Sheridan Road Highland Park IL 60035 Public Charity Community Outreach 9000 Special Olympics of Chicago 2 East 8th Street Suite 2M Chicago IL 60605 Public Charity Athletic Achievement for the Disabled 2000 Temple Beth 2246 Narrow Lane Road Montgomery AL 36117 Public Charity Education 5000 Tulane University 6823 St Charles Avenue New Orleans LA 70118 Public Charity Education 5000 Uncommon Construction Inc P O Box 791438 New Orleans LA 70179 Public Charity Civic 1000 180000 0 14 88356 14 14503 14 93295 0 196154 0 196154 0 0 0 0 0 0 0 0 0 0 Hanlon, Stirton & Midkiff CPAs 4400 4400 0 Raymond James 594XD001 2940176 3597660 GHP Credit Opportunity Fund LP FMV 42558 42558 SVP II LLC FMV 16380 16380 SVP Real Estate LLC FMV 16597 16597 James R. Morton 5000 5000 0 Federal Income Tax Payment 600 Sports Venture Partners II 12838 12838 12838 Sports Venture Partners Real Estate -127 -127 -127 Granite Hall Partners Credit Opportunity Fund LP 1790 1790 1790 Miscellaneous 2 2 2 Raymond James Investment Fees 26008 26008 0 Foreign Taxes Raymond James 1469 1469 0