2024-05-17T11:14:59-07:00 2023-12-31 364229793 ENGELBERG & SMITH 20 NORTH CLARK STREET 3000 CHICAGO IL 60602 990PF 2023-01-01 364333148 GEARY RIMMER VINCENT WOLF FOUNDATION GEAR 3122858577 2746 OLDE CYPRESS DRIVE NAPLES FL 34119 GREGORY E WOLF Director 2024-05-17 true GREGORY E WOLF 999009999 true Burt Engelberg P00839403 3125801236 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 6184177 X 150000 38607 38607 104137 104137 -28611 3422461 36614 36614 300747 179358 38237 38237 2300 2300 12722 12722 17655 17655 70914 70914 0 312850 312850 383764 70914 312850 -83017 108444 -44486 -60806 -60806 87531 211754 211754 2043920 1387861 1394237 3323722 2989193 3393825 325459 1051089 1245167 5736146 5579091 6184177 2244 2209 2244 2209 X 5733902 5576882 5733902 5576882 5736146 5579091 5733902 -83017 11927 5662812 85930 5576882 250,000 US TREASURY BILL P 2023-07-17 2023-12-27 249233 243365 5868 5868 Various Stock sales Charles Schwab attached P 2022-01-01 2023-12-31 3173228 3207707 -34479 -34479 -28611 5868 1507 1507 1507 1600 1600 93 93 false false false false false false false true true IL true false false false false true N/A GREGORY E WOLF 3122858577 2746 OLDE CYPRESS DRIVE NAPLES FL 34119 false false false false false false false false false false false false false false false false false false false false false false GREGORY E WOLF 2746 OLDE CYPRESS DRIVE NAPLES FL 34119 Director 0.00 0 LINDA G WOLF 2746 OLDE CYPRESS DRIVE NAPLES FL 34119 Director 0.00 0 RYAN G WOLF 1135 ABBEYS WAY TAMPA FL 33602 Director 0.00 0 NONE NONE 0 368984 5776283 6145267 0 6145267 92179 6053088 302654 302654 1507 1507 301147 301147 301147 312850 312850 301147 7424 312850 7424 0 301147 4279 4279 0 4279 4279 GREGORY E WOLF X BIG SHOULDERS FUND 309 WEST WASHINGTON CHICAGO IL 60606 PC GENERAL USE 30000 CSU FOUNDATION - RAM MASTERS 1005 W Laurel St FORT COLLINS CO 80521 PC GENERAL USE 1000 FREEDOM ALLIANCE SCHOLARSHIP FUND 22570 MARKEY COURT DULLES VA 20166 PC GENERAL USE 15000 CHICAGOLAND LUTHERAN EDUCATION FDTN 861 SOUTH CHURCH ROAD BENSENVILLE IL 60106 PC GENERAL USE 30000 GENEVA LAKE ASS'N PO BOX 412 LAKE GENEVA WI 53125 PC GENERAL USE 50 COLUMBINE UNITED CHURCH 6375 S PLATTE CANYON ROAD LITTLETON CO 80123 PC GENERAL USE 1000 BOYS HOPE GIRLS HOPE 1100 N LARAMIE WILMETTE IL 60091 PC GENERAL USE 3000 ERIE ELEMENTARY CHARTER SCHOOL 2510 W CORTEZ CHICAGO IL 60622 PC GENERAL USE 20000 SUNRISE CHILDREN'S SERVICES 300 HOPE STREET MT WASHINGTON KY 40047 PC GENERAL USE 5000 MOUNT PISGAH CHURCH 661 MOUNT PISGAH ROAD BREMEN KY 42325 PC GENERAL USE 35000 ENVIRONMENTAL EDUCATION FOUNDATION PO BOX 244 FONTANA WI 53125 PC GENERAL USE 1000 TRINITY SERVICES 301 VETERANS PARKWAY NEW LENOX IL 60451 PC GENERAL USE 10000 YOUNG AMERICA'S FOUNDATION 110 ELDEN STREET HERNDON VA 20170 PC GENERAL USE 5000 BIODYNAMIC ASSOC 11933 WEST BURLEIGH ST WAUWATOSA WI 53222 PC GENERAL USE 10000 LEADERSHIP INSTITUTE 1101 North Highland Street ARLINGTON VA 22201 PUBLIC GENERAL USE 10000 SMILES 41 Madison Ave NEW YORK NY 10010 PUBLIC GENERAL USE 600 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 PRIVATE GENERAL USE 10000 FREEDOM ALLIANCE 22570 MARKEY COURT DULLES VA 20166 PC GENERAL USE 1000 MEALS ON WHEELS 1217 EAST ELIZABETH FORT COLLINS CO 80524 PC GENERAL USE 10000 GENEVA LAKE ENVIRONMENTAL AGENCY 350 CONSTANCE BOULEVARD WILLIAMS BAY WI 53191 PC GENERAL USE 1000 SPECIAL OPERATIONS WARRIOR FOUNDATI 1137 MARBELLA PLAZA DRIVE TAMPA FL 33619 PC GENERAL USE 7400 HYDROCEPHALUS ASSOCIATION 4340 EAST WEST HIGHWAY 905 BETHESDA MD 20814 PC GENERAL USE 500 JEHOVAH'S WITNESSES WARREN LAKE CON 2104 KECHTER ROAD FT COLLINS CO 80528 PC GENERAL USE 10000 HOSPICE OF WESTERN KENTUCKY 3419 Wathens Xing Owensboro KY 42301 PC GENERAL USE 5000 ACHROMA 250 Vogel Rd Butler PA 16002 BUTLER PA 16002 PC GENERAL USE 10000 THE MIAMI FOUNDATION 40 NW 3rd St 305 Miami FL 33128 MIAMI FL 33128 PC GENERAL USE 2600 THE SALVATION ARMY 615 Slaters Lane Alexandria VA 22313 PC GENERAL USE 3000 MIDTOWN EDUCATION FOUNDATION 718 S LOOMIS STREET CHICAGO IL 60607 PC GENERAL USE 15000 LOVE INC 480 S PINE ST BURLINGTON WI 53105 PC GENERAL USE 10000 HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 PC GENERAL USE 2500 GENEVA LAKE WATER SAFETY PATROL 451 OUTING STREET WILLIAMS BAY WI 53191 PC GENERAL USE 1000 PRAGER UNIVERSITY 15021 VENTURA BLVD SHERMAN OAKS CA 91403 PC GENERAL USE 10000 ED CHOICE 111 MONUMENT CIRCLE INDIANAPOLIS IN 46204 PC GENERAL USE 5000 FLORIDA SHERIFF'S YOUTH RANCHES 2486 CECIL WEBB PLACE LIVE OAK FL 32060 PC GENERAL USE 5000 GRACE PLACE FOR CHILDREN AND FAMILI 4300 21st Ave SW Naples FL 34116 PC General Use 1000 MAIN STAY THERAPEUTIC FARM 6919 KEYSTONE RD RICHMOND IL 60071 PC General Use 3000 FOUNDATION FOR SARCOIDOSIS RESEARCH 320 W OHIO STREET CHICAGO IL 60654 PC General Use 10000 HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 PC General Use 10000 ST MATHEWS HOUSE 2031 JACKSON ST FORT MYERS FL 33901 PC General Use 200 MOOSE CHARITIES 155 S INTERNATIONAL DRIVE MOOSEHEART IL 60539 PC General Use 3000 312850 14 38607 14 104137 14 36614 1 -28611 150747 150747 false false false false false false false false false false X X 1 GREGORY E WOLF TRUST 2746 OLDE CYPRESS DRIVE NAPLES FL 34119 150000 X Part IV(a), Line 1(b) Attached are the 2023 stock transactions reported in Part IV(a), Line 1(b). Engelberg & Smith 2300 2300 0 0 1,200 SUN COMMUNITIES 168616 168616 160380 2,600 EQUITY LIFESTYLE 156843 130683 183404 23,320.162 HUNTER SM CAP 251180 264917 350 AMERN TOWER 58551 75558 9,479.6 JENSEN QUALITY GR 442059 560908 Correction in prior year Cash Balance 84330 Excixe Tax Paid 1600 BANK FEES 100 100 HSA CONTRIBUTION 7200 7200 ILLINOIS CHARITY BUREAU FUND 15 15 ILLINOIS SECRETARY OF STATE 11 11 INSURANCE 10329 10329 Other Investment Income 36614 36614 Excise Tax Refund 8177 Non Dividend Distributions (Return of Capital) 3750 INVESTMENT ADVISORY FEES 12722 12722 0 0