2024-05-15T17:23:41-04:00 2023-12-31 362977034 MICHAEL M LOCKETT LTD 9933 LAWLER AVE STE 202 SKOKIE IL 600773703 990PF 2023-01-01 364332846 HOLSON FAMILY FOUNDATION C/O MICHAEL M LOCKETT LTD HOLS 8476778668 9933 NORTH LAWLER STE 202 SKOKIE IL 60077 R S HOLSON III PRESIDENT & DIRECTOR 8476778668 2024-05-15 R S HOLSON III XXX-XX-XXXX true MICHAEL M LOCKETT P01077072 8476778668 2024-05-13 2023 2023-04-26 12:10:37Z X 1175135 X X 47 47 21808 21808 34790 143634 517 56645 22372 350 350 25 25 7487 7487 7862 7487 375 53000 53000 60862 7487 53375 -4217 14885 47625 99525 59548 24354 24890 455437 374967 1090697 503062 498846 1175135 0 X 503062 498846 503062 498846 503062 498846 503062 -4217 1 498846 498846 517 207 207 207 207 false false false false false false false true IL true true false false false true N/A MICHAEL M LOCKETT 8476778668 9933 N LAWLER STE 202 SKOKIE IL 60077 false false false false false false false false false false false false false false false false false false false R S HOLSON III 9933 N LAWLER STE 202 SKOKIE IL 600773705 PRESIDENT & 000.00 0 0 0 JAMES HOLSON SAME SKOKIE IL 600773705 VICE PRES & 000.00 0 0 0 PETER HOLSON SAME SKOKIE IL 600773705 VICE PRES & 000.00 0 0 0 HILLARY HOLSON ZIMMERMAN SAME SKOKIE IL 600773705 VICE PRES & 000.00 0 0 0 NONE NONE DISTRIBUTIONS TO RECOGNIZED CHARITABLE ORGANIZTIONS 53000 N/A 1057370 75950 0 1133320 1133320 17000 1116320 55816 X 53375 53375 53375 53375 53375 2000-05-11 X 0 0 53375 116000 111000 48000 328375 53375 116000 111000 48000 328375 37211 38111 38655 32987 146964 X CHRIST CHURCH LAKE FOREST 100 N WAUKEGAN RD LAKE FOREST IL 60045 NONE PUBLIC CHARI EXEMPT FUNCTION 3000 CHICAGO SHAKESPEARE THEATER 800 E GRAND AVE ON NAVY PIER CHICAGO IL 60611 NONE PUBLIC CHARI EXEMPT FUNCTIN 5000 CHICAGO SYMPHONY 220 S MICHIGAN AVE CHICAGO IL 60604 NONE PUBLIC CHARI EXEMPT FUNCTION 7500 DANCEWORKS CHICAGO 1016 N DEARBORN RUTH PAGE CENTER CHICAGO IL 60610 NONE PUBLIC CHARI EXEMPT FUNCTION 5000 FIRST TEE OF GREATER CHICAGO 2901 W LAKE AVE SUITE A GLENVIEW IL 60025 NONE PUBLIC CHARI EXEMPT FUNCTION 5000 LYRIC OPERA OF CHICAGO 20 N WACKER DR CHICAGO IL 60602 NONE PUBLIC CHARI EXEMPT FUNCTION 7500 PULMONY FIBROSIS FOUNDATION 811 N EVERGREEN STE 303 CHICAGO IL 60642 NONE PUBLIC CHARI EXEMPT FUNCTION 5000 RIVERSIDE MILITARY ACADEMY 2001 RIVERSIDE DR GAINSVILLE GA 30501 NONE PUBLIC CHARI EXEMPT FUNCTION 2500 SANTA FE OPERA 301 OPERA DRIVE SANTA FE NM 87506 NONE PUBLIC CHARI EXEMPT FUNCTION 2500 TAKE THE LEAD 215 WASHINGTON ST WATERTOWN NY 13601 NONE PUBLIC CHARI EXEMPT FUNCTION 7500 TUNNELS TO TOWERS MR FRANK SILLER 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PUBLIC CHARI EXEMPT FUNCTION 2500 53000 14 47 14 21808 14 517 34273 22372 34273 56645 false false false false false false false false false false MICROSOFT 2017-03 PURCHASE 2023-05 23029 4844 18185 KYNDYRL 2021-03 PURCHASE 2023-04 581 1095 -514 PFIZER 2016-08 PURCHASE 2023-06 21943 19768 2175 GRAINER PURCHASE 2023-08 17816 1448 16368 HONEYWELL 2020-12 PURCHASE 2023-08 28723 31468 -2745 PROGRESSIVE 2023-05 PURCHASE 2023-08 26938 27319 -381 VANGUARD REAL ESTATE ETF PURCHASE 2023-04 24087 22902 1185 350 ABBOTT LABORATORIES 24423 38525 ALPHABET 240 16293 33823 200 APPLE 15097 38506 250 CHEVRON CORP 21914 37290 125 COSTCO WHOLESALE 12758 82510 200 GENERAL DYNAMICS 7365 51934 75 GRAINER WW 4342 62152 150 HONEYWELL 200 IBM 25078 32710 250 ILLINOIS TOOL WORKS 4697 39291 400 ISHRS RUSSELL 1000 ETF 25081 104904 500 ISHRS RUISSELL 1000 VALUE 29053 82625 300 ISHRS RUSSELL 1000 GROWTH 30633 90951 325 ISHRS EAFE GROWTH 22978 31476 275 KIMBERLY CLARK 18172 33415 40 KYNDRYL HLDGS, INC 200 MCDONALDS CORP 16158 59302 250 MICROSOFT 16148 94010 300 NORTHERN TRUST CO 11949 25314 225 PEPSICO 21125 38214 600 PFIZER 450 WINTRUST FINANCIAL 4781 41735 505.84+ AMERICAN EURPACIFIC GROWTH 24531 27700 350 ISHRS US AER & DEF ETF 22391 44310 300 VANGUARD INDEX REIT ETF 24354 24890 INDIRECT LEGAL FEES 350 350 EXPENSES INVESTMENT EXPENSES 7487 7487 ROUNDINGS 1 INCOME TAX FRANCHISE TAX 10 10 ILLINOIS ANNUAL REPORT FEE 15 15