2024-05-14T12:17:02-05:00 2023-12-31 John R Anderson 105 W Madison Street Suite 810 Chicago IL 60602 990PF 2023-01-01 475169660 MARTIN G CARVER FAMILY FOUNDATION MART 5632992278 9811 WEST CHARLESTON BLVD 2-506 LAS VEGAS NV 891177528 MARTIN CARVER PRESIDENT 5632992278 2024-05-08 1 MARTIN CARVER 999009999 1 P01360782 3123761125 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3089251 X X 53986 53986 42196 317440 42196 96182 96182 0 0 0 2990 2990 0 15674 15674 0 226 226 0 276 22 0 19166 18912 0 100000 100000 119166 18912 100000 -22984 77270 266508 81333 81333 1317358 1393921 2145224 814695 900384 862694 2398561 2375638 3089251 0 0 X 0 0 0 0 2398561 2375638 2398561 2375638 2398561 2375638 2398561 -22984 820 2376397 759 2375638 WELLS FARGO SHORT TERM GAINS P 2023-01-01 2023-12-31 116773 118179 -1406 -1406 WELLS FARGO LONG TERM GAINS P 2022-01-01 2023-12-31 200524 157065 43459 43459 WELLS FARGO LONG TERM MUTUAL FUND GAIN DISTRIBUTIONS P 2022-01-01 2023-12-31 143 143 143 42196 1074 0 1074 0 1074 1726 0 0 0 1726 0 652 652 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A MARTIN G CARVER 5632992278 9811 WEST CHARLESTON BLVD 2-506 LAS VEGAS NV 89117 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTIN G CARVER 9811 W CHARLESTON BLVD 2-506 LAS VEGAS NV 89117 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 2736120 189040 0 2925160 0 0 2925160 43877 2881283 144064 144064 1074 1074 142990 0 142990 0 142990 100000 0 100000 142990 0 0 1804149 35562 1839711 100000 0 0 0 100000 0 42990 42990 1796721 0 0 0 0 0 0 0 1796721 1761159 35562 MARTIN G CARVER X MAUI PREP ACADEMY DISASTER RELIEF FUND 4910 HONOAPIILANI HIGHWAY LAHAINA HI 96761 N/A 501(C)(3) EDUCATIONAL 50000 UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT (WRESTLING FUND) ONE WEST PARK ROAD IOWA CITY IA 52242 N/A 501(C)(3) EDUCATIONAL 50000 100000 0 14 53986 18 42196 0 96182 0 96182 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 2022 RETURN 2990 2990 0 100000 BANK OF AMERICA CORP NOTE 4% 102877 98652 100000 PHILLIPS 66 UNSECURED 102829 98381 150000 IBM CORP UNSECURED 160327 144527 100000 GMAC NOTE UNSECURED 100198 98166 75000 AMERICAN TOWER NOTE UNSECURED 75383 73170 100000 BANK OF AMERICA CORP NOTE 4%-#2 (2022) 101563 98652 50000 COLUMBIA HEALTHCARE NOTE 52914 51519 100000 MORGAN STANLEY NOTE 11/25 104340 99852 100000 GM FINL CO UNSECURED 4/27 99953 99775 MANAGED ACCOUNT 1286243 1895274 2500 EXXON MOBIL 107678 249950 BOOK TAX DIFFERENCES ON 2022 VS 2023 MISCELLANEOUS 759 WELLS FARGO OTHER FEES 1413-4562 22 22 0 WELLS FARGO OTHER EXPENSE 254 0 0 BOOK TAX DIFFERENCES ON 2023 NONTAXABLE DISTRIBUTIONS 820 WELLS FARGO FEES 1413-4562 15674 15674 0 WELLS FARGO FOREIGN TAX 1413-4562 226 226 0