2024-05-28T11:49:18-07:00 2024-01-31 475621261 Naviaux Associates LLC 53 W Jackson Blvd Suite 738 Chicago IL 60604 990PF 2023-02-01 367187236 Bundy Family Foundation BUND 8479220129 113 Andros Rd Key Largos FL 33037 Harvey H Bundy III Trustee 2024-05-28 true Harvey H Bundy III 999009999 true Wesley Naviaux P00363671 3126621541 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 680055 X X 213 213 213 11709 11709 11709 15855 15855 15855 27777 27777 11922 115 58 57 1380 690 690 287 144 143 1782 892 890 58607 58607 60389 892 59497 -32612 26885 11922 3805 4644 4644 360970 280457 500618 127758 174793 174793 492533 459894 680055 151 1 151 1 X 492382 459893 492382 459893 492533 459894 492382 -32612 123 459893 459893 Capital Gain Distributions P 2010-01-01 2023-12-31 15855 15855 15855 15855 374 374 374 374 0 false false false false false false false true true IL true false false false false true N/A Harvey H Bundy III 3123648222 113 Andros Rd Key Largo FL 33037 false false false false false false false false false false false false false false false false false false false false false false Harvey H Bundy III 113 Andros Rd Key Largos FL 33037 Trustee 2.00 0 Blakely F Bundy 113 Andros Rd Key Largo FL 33037 Trustee 0.50 0 NONE NONE 668601 3985 0 672586 0 672586 10089 662497 33125 33125 374 374 32751 32751 32751 59497 59497 32751 62265 48257 52734 40863 32391 236510 59497 59497 32751 32751 263256 0 29514 233742 48257 52734 40863 32391 59497 X Art Institute of Chicago 111 S Michigan Ave Chicago IL 60603 PC Charity 160 Chicago Children's Museum 700 E Grand Ave Chicago IL 60611 PC Charity 49000 Defending the Early Years 35 Eldridge Road Jamaica Plain MA 02130 PC Charity 517 Christ Church Christmas Basket 470 Maple Ave Winnetka IL 60093 PC Charity 1405 Ocean Reef Medical center foundatio 35 Ocean Reef Dr Suite 148 Key Largo FL 33037 PC Charity 5000 Volunteer center 520 Glendale Ave Winnetka IL 60093 PC Charity 150 Winnetka Community House 620 Lincoln Ave Winnetka IL 60093 PC Charity 400 Yale Alumni Fund 157 Church Street New Haven CT 06510 PC Education 50 Alliance For Early Childhood 1235 Oak St Winnetka IL 60093 PC Charity 250 Groton School 282 Farmers Row Groton MA 01450 PC Education 200 Lowell Observatory 1400 W Mars Hill Rd Flagstaff AZ 86001 PC Charity 200 Wheaton College 501 College Ave Wheaton IL 60187 PC Education 1000 North Shore Country Day 310 Green Bay Road Winnetka IL 60093 PC Education 250 The wild animals 2999 County Road 53 Keenesburg CO 80643 Charity 25 58607 14 213 14 11709 18 15855 27777 27777 false false false false false false false false false false Blair Intl Growth Fund Class I 68587 104189 Blair Small Cap Class I 28715 36197 Blair SMID Fund 88446 212192 VANGUARD INDEX TR 25811 74866 First Trust Rising Dividend Achiv ETF 68898 73174 Fidelity Government Cash Reserves AT COST 163757 163757 Bank Deposit Sweep AT COST 11036 11036 Illinois Fee 115 58 0 57 prior year adjustments 123 Capital One 151 Rounding 1 Tax Planning 800 400 0 400 WB Investment Management 580 290 0 290 Federal Taxes 287 144 143