2024-08-30T10:23:47-05:00 2023-12-31 362985770 SELDEN FOX LTD ONE PARKVIEW PLAZA SUITE 710 OAKBROOK TERRACE IL 60181 990PF 2023-01-01 263871609 LAKESHORE FOUNDATION INC LAKE 6308878606 PO BOX 375 HINSDALE IL 605220375 GEORGE V MALMGREN IV TREASURER 6308878606 2024-08-23 1 0 DANIEL J DIMARIO P01399939 6309541400 2023 2024-08-08 14:25:15Z X 336581 X X 10090 10090 8721 80420 8721 18811 18811 0 0 0 950 0 0 1704 0 0 2654 0 0 15000 15000 17654 0 15000 1157 18811 1000 10390 10390 143833 145060 259841 79023 69648 66350 223856 225098 336581 0 0 X 0 0 0 0 223856 225098 223856 225098 223856 225098 223856 1157 85 225098 0 225098 125 SHS - ISHS CORE US AGGR BD ETF 2020-06-16 2023-01-10 12356 14718 -2362 -2362 100 SHS - ABBVIE INC 2009-01-02 2023-02-01 14614 2777 11837 11837 50 SHS - DIGITAL REALTY TRUST INC 2019-09-18 2023-04-04 4643 6296 -1653 -1653 100 SHS - NEXTERA ENERGY PRTNRS LP 2021-02-25 2023-08-08 4782 7321 -2539 -2539 100 SHS - CVS HEALTH CORP 2019-01-25 2023-09-20 7202 6546 656 656 200 SHS - COLGATEPALMOLIVE COMPANY 2009-07-03 2023-09-20 14738 7185 7553 7553 200 SHS - CORNING INC 2022-05-31 2023-10-31 5350 7153 -1803 -1803 300 SHS - PHYSICIANS REALTY TR 2020-10-19 2023-10-31 3213 5271 -2058 -2058 16 SHS - VERALTO CORP 2009-01-02 2023-10-04 1259 122 1137 1137 .667 SHS - VERALTO CORP 2009-01-02 2023-10-05 50 5 45 45 150 SHS - VNGRD INTRM CORP BD ETF 2020-06-16 2023-12-27 12213 14305 -2092 -2092 8721 261 0 261 0 261 0 0 0 0 0 0 261 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A GEORGE V MALMGREN IV 6308871531 PO BOX 375 HINSDALE IL 605220375 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CANDELARIA MALMGREN TAGER PO BOX 375 HINSDALE IL 605220375 PRESIDENT 0.00 0 0 0 GEORGE V MALMGREN IV PO BOX 375 HINSDALE IL 605220375 TREASURER 0.00 0 0 0 ANTHONY G MARCUSSEN PO BOX 375 HINSDALE IL 605220375 DIRECTOR 0.00 0 0 0 BARBARA M TIRMAN PO BOX 375 HINSDALE IL 605220375 DIRECTOR 0.00 0 0 0 GREGG S TAGER PO BOX 375 HINSDALE IL 605220375 DIRECTOR 0.00 0 0 0 MELISSA A MALMGREN PO BOX 375 HINSDALE IL 605220375 DIRECTOR 0.00 0 0 0 ANDREW TIRMAN PO BOX 375 HINSDALE IL 605220375 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 309282 20556 0 329838 0 0 329838 4948 324890 16245 16245 261 261 15984 0 15984 0 15984 15000 0 15000 15984 0 0 1310 1117 3803 4234 3852 14316 15000 0 0 0 15000 0 984 984 13332 0 0 0 0 0 0 326 13006 1117 3803 4234 3852 X FRIENDS OF THE CHICAGO RIVER 411 S WELLS ST SUITE 800 CHICAGO IL 60607 N/A PUBLIC CHARITY TO IMPROVE THE HEALTH OF THE CHICAGO RIVER SYSTEM FOR THE BENEFIT OF PEOPLE AND WILDLIFE 2500 NORTHERN ILLINOIS FOOD BANK 600 INDUSTRIAL DRIVE ST CHARLES IL 60174 N/A PUBLIC CHARITY REDUCE HUNGER IN THE CHICAGO AREA 10000 THE NIGHT MINISTRY 4711 NORTH RAVENSWOOD AVENUE CHICAGO IL 60640 N/A PUBLIC CHARITY PROVIDE HOUSING, HEALTH CARE AND HUMAN CONNECTION TO THOSE STRUGGLING WITH POVERTY 2500 15000 0 14 10090 900003 18 8721 0 18811 0 18811 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 950 0 0 ABBVIE INC 1388 7749 ABBOTT LABORATORIES 3841 16511 AMPHENOL CORP 4886 4957 ANALOG DEVICES INC 5349 19856 BLACKROCK INC 6301 12177 CATERPILLAR 10455 14784 CHEVRON CORP 6222 6265 CISCO SYSTEMS 8511 15156 DANAHER CORP 962 11567 DUKE ENERGY CORP 7020 9704 EATON CORP PLC 7007 24082 FASTENAL CO 6263 6736 FIDELITY NATIONAL INFORMATION SERVICES INC 5754 6007 IDEXX LABORATORIES INC 288 10546 JP MORGAN CHASE & CO 5536 8505 MEDTRONIC PLC 8556 8238 METLIFE INC 6527 6613 MICROCHIP TECHNOLOGY INC 4374 9018 MICROSOFT CORP 6258 6769 MORGAN STANLEY 9978 9325 PAYCHEX INC 6150 17867 PINNACLE WEST CAPITAL CORP 7670 7184 SYSCO CORP 6323 7313 TARGET CORP 3562 7121 UNITEDHEALTH GROUP INC 5879 5791 DODGE & COX INCOME AT COST 50000 46126 VANGUARD DIVIDEND APPRECIATION ETF AT COST 9648 10224 VANGUARD TREASURY MONEY MARKET INVESTOR CL AT COST 10000 10000 PRIOR PERIOD ADJUSTMENT 85 ROBERT W. BAIRD MGMT FEES 1704 0 0