2024-05-13T11:15:52-07:00 2023-12-31 260881491 Erboe & Associates CPAs 3600 East State St Ste 318 Rockford IL 61108 990PF 2023-01-01 364179777 Lichtenheld Family Foundation LICH 8475178222 1026 Harrow Gate Drive Woodstock IL 60098 David Lichtenheld Trustee 8475178222 2024-05-06 true David Lichtenheld XXX-XX-XXXX true Kelly A Erboe P01273061 8153940004 2024-05-06 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1796977 X X 2 36568 23804 0 0 0 36570 23804 0 0 850 8419 921 0 662 10852 0 0 383675 0 394527 0 0 -357957 23804 0 4356 148 148 0 0 1826198 1796829 1796829 0 0 0 0 0 0 1830554 1796977 1796977 0 0 0 0 0 X 1830554 1796977 1830554 1796977 1830554 1796977 1830554 -357957 324380 1796977 1796977 38sh Davis NY Venture P 2023-01-01 2023-10-03 966 0 1012 -46 0 0 0 -46 1sh iShares Select Dividend P 2023-03-29 2023-10-09 105 0 105 0 0 0 0 0 40sh Davis NY Venture P 2005-06-14 2023-10-03 1010 0 1302 -292 0 0 0 -292 69.098sh Davis Funds NY Venture P 2023-06-28 2023-07-10 1776 0 1783 -7 0 0 0 -7 1sh iShares Trust Select P 2021-01-14 2023-04-03 117 0 101 16 0 0 0 16 5sh iShares Trust Select P 2021-01-14 2023-04-11 597 0 508 89 0 0 0 89 1sh iShares Trust Select P 2021-01-14 2023-07-12 116 0 102 14 0 0 0 14 10sh Vanguard P 2021-01-14 2023-05-16 1025 0 958 67 0 0 0 67 TD Ameritrade capital gain distribution P 2021-01-01 2023-12-31 2162 0 0 2162 0 0 0 2162 Charles Schwab capital gain distribution P 2021-01-01 2023-12-31 21801 0 0 21801 0 0 0 21801 23804 -53 331 0 331 0 331 3267 3267 -3267 2936 2936 false false false false false false false false true IL true false false false false true N/A David Lichtenheld 8158612400 PO Box 1291 Woodstock IL 60098 false false false false false false false false false false false false false false false false false false false false David Lichtenheld PO Box 1291 Woodstock IL 60098 Trustee 0.00 0 0 0 NONE 0 NONE 0 1643550 578 0 1644128 0 1644128 24662 1619466 80973 80973 331 331 80642 80642 80642 0 80642 0 0 63 126400 371000 497463 0 0 497463 0 0 0 80642 0 497463 0 63 126400 371000 0 NA NA X Dave Lichtenheld PO Box 1291 Woodstock IL 60098 N/A N/A N/A CASA of McHenry County 70 N Williams St Ste B Crystal Lake IL 60014 PC Charitable contribution 0 Chicago Eagles 25W560 Geneva Road Carol Stream IL 60188 PC Charitable contribution 0 Christmas Clearing House PO Box 53 Woodstock IL 60098 PC Charitable contribution 0 Community Food Bank of Southern AZ PO Box 26727 Tucson AZ 857266727 PC Charitable contribution 0 Emerge 2545 E Adams St Tucson AZ 85716 PC Charitable contribution 0 Endurance with Jan & Dave Dravecky PO Box 63119 Colorado Springs CO 80962 PC Charitable contribution 0 Family Health Partnership Clinic 401 E Congress Parkway Crystal Lake IL 60014 PC Charitable contribution 0 Woodstock Food Pantry 1033 Lake Ave Woodstock IL 60098 PC Charitable contribution 0 Glen Ellyn Bible Church 501 Hillside Ave Glen Ellyn IL 60137 PC Charitable contribution 0 Leukemia Research Foundation 191 Waukegan Rd Suite 10 Northfield IL 60093 PC Charitable contribution 0 Misericordia Heart of Mercy 6300 North Ridge Ave Chicago IL 60660 PC Charitable contribution 0 NISRA 285 Memorial Dr Crystal Lake IL 60014 PC Charitable contribution 0 PADS 14411 Kishwaukee Valley Rd Woodstock IL 60098 PC Charitable contribution 0 Southern AZ Community Diaper Bank 4500 E Speedway 75 Tucson AZ 85712 PC Charitable contribution 0 The LAM Foundation 4520 Cooper Rd Cincinatti OH 45242 PC Charitable contribution 0 The Land Conservancy PO Box 352 Woodstock IL 60098 PC Charitable contribution 0 Turning Point Inc PO Box 723 Woodstock IL 60098 PC Charitable contribution 0 Turquoise Trail Charter School FDN 13 A San Marcos Loop Santa Fe NM 87508 PC Charitable contribution 0 Woodstock Area Community Ministries 1089 Greenwood Circle Woodstock IL 60098 PC Charitable contribution 0 Woodstock HS Backers Club 501 W South Street Woodstock IL 60098 PC Charitable contribution 0 YMCA Camp Nawakwa 13400 Nawakwa Lane Lac du Flambeau WI 54538 PC Charitable contribution 0 Youth on Their Own 1660 N Alverson Way Tucson AZ 85712 PC Charitable contribution 0 Environmental Defenders of Mchenry 110 S Johnson St Ste 106 Woodstock IL 60098 PC Charitable contribution 0 Independence Health & Therapy PO Box 326 Woodstock IL 60098 PC Charitable contribution 0 Saint Louis Torchbearers 2 PO Box 78007 St Louis MO 63178 PC Charitable contribution 0 Habitat for Humanity Tucson 3501 Mountain Ave Tucson AZ 85719 PC Charitable contribution 0 DuPage Foundation (Tyree Scholarship) 3000 Woodcreek Drive Suite 310 Downers Grove IL 605155408 PC Charitable contribution 0 Tree of Life Church (TOLUUC) 5603 Bull Valley Road McHenry IL 60050 PC Charitable contributions 0 McHenry County Conservation District Foundation 18410 Highway 14 Woodstock IL 60098 PC Charitable contributions 0 National Christian Foundation Chicago 11625 Rainwater Drive Suite 500 Alpharetta GA 30009 PC Charitable contributions 383675 383675 2 36568 36570 36570 3 Investment earnings generate funds for contribs & grants 4 Investment earnings generate funds for contribs & grants false false false false false false false false false false Erboe & Associates Tax prep 850 iShares Select Dividend ETF 39107 39107 Vanguard High Dividend ETF 45958 45958 American Funds High Income 82419 82419 American Funds Growth Fd 42003 42003 Davis Funds New York Venture Fd 103775 103775 Dodge & Cox Funds Income 20408 20408 Doubleline Funds Total Ret Bond 28789 28789 Franklin Templeton Mutual Global Discovery 144391 144391 Oakmark Funds International 137381 137381 PGIM Funds 29073 29073 Pimco Investments Income Inst 19435 19435 Pimco Investments Total Ret Inst 17648 17648 T Rowe Price Capital Appreciation 255666 255666 T Rowe Price Emerg Mkts 99797 99797 T Rowe Price Growth Stock 169973 169973 Tweedy Browne Fd Global Value 44106 44106 Vanguard Explorer Admiral 212427 212427 Vanguard Growth Index Admiral 304473 304473 Computer/printer/software 465 Postage 0 Quicken annual fee 182 State filing fee 15 Market value increase 324380 Pinnacle Investment 8419 Foreign taxes 921