2024-05-09T08:33:54-05:00 2023-12-31 861362728 SUMMIT TAX GROUP LLC 201 S GROVE BARRINGTON IL 60010 990PF 2023-01-01 386073572 DAVERMAN FAMILY FOUNDATION DAVE 8474218391 PO BOX 522 BARRINGTON IL 60010 JAMES DAVERMAN PRESIDENT 8474218391 2024-04-24 1 JAMES DAVERMAN 999009999 0 JAY DAHL CPA P00525506 8478971714 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1665265 X X 1350 1350 35995 35995 -70120 290314 0 183 183 -32592 37528 0 0 0 3485 3485 0 20709 20709 0 1482 1482 0 25676 25676 0 75500 75500 101176 25676 75500 -133768 11852 16003 15857 15857 100 89 100 100 871314 842006 1245823 419718 429466 403485 107721 0 0 1414845 1287429 1665265 0 0 X 0 0 1472638 1472638 -57793 -185209 1414845 1287429 1414845 1287429 1414845 -133768 6352 1287429 0 1287429 JP MORGAN - PUBLICLY TRADED SECURITIES P 77203 77230 -27 -27 JP MORGAN - PUBLICLY TRADED SECURITIES P 213111 175300 37811 37811 BAIRD VENTURE PARTNERS P 96524 -96524 -96524 BAIRD VENTURE PARTNERS LONG TERM CAPITAL LOSS P 11380 -11380 -11380 -70120 165 0 165 0 165 1139 0 0 0 1139 0 974 974 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 0 N/A JP MORGAN 3127323078 21 SOUTH CLARK CHICAGO IL 60603 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES E DAVERMAN 310 ISLAND CREEK DR VERO BEACH FL 32963 PRES/TREAS/TTEE 10.00 0 0 0 WENDY DAVERMAN 310 ISLAND CREEK DR VERO BEACH FL 32963 TTEE 0.00 0 0 0 BENJAMIN DAVERMAN 888 HILL ROAD WINNETKA IL 60093 TTEE 0.00 0 0 0 NONE 0 NONE 0 0 1582917 11464 98834 1693215 0 0 1693215 25398 1667817 83391 83391 165 165 83226 0 83226 0 83226 75500 0 75500 83226 0 0 0 75500 0 0 0 75500 0 0 0 0 0 0 0 0 7726 0 0 0 X BOYS AND GIRLS CLUBS INDIAN RIVER 1729 17TH AVE VERO BEACH FL 32960 NONE PUBLIC GENERAL 2500 EVANS SCHOLAR FOUNDATION 2501 PATRIOT BLVD GLENVIEW IL 60026 NONE PUBLIC GENERAL 1000 HUNGER RESOURCE NETWORK 3025 WALTERS NORTHBROOK IL 60062 NONE PUBLIC GENERAL 2000 I HAVE A DREAM FOUNDATION 322 8TH AVE NEW YORK NY 10001 NONE PUBLIC GENERAL 5000 INDIAN RIVER HOSPITAL FOUNDATION 1000 36TH ST VERO BEACH FL 32960 NONE PUBLIC GENERAL 5000 JOHNS ISLAND COMM SERVICE LEAGUE 660 BEACHLAND DR VERO BEACH FL 32963 NONE PUBLIC GENERAL 5000 JOHNS ISLAND FOUNDATION 6001 HIGHWAY A1A VERO BEACH FL 32963 NONE PUBLIC GENERAL 5000 LURIE CHILDREN'S HOSPITAL 225 E CHICAGO CHICAGO IL 60611 NONE PUBLIC GENERAL 2500 MISERICORDIA HOME 6300 N RIDGE CHICAGO IL 60660 NONE PUBLIC GENERAL 2000 NORTH SHORE SENIOR CENTER 161 NORTHFIELD NORTHFIELD IL 60093 NONE PUBLIC GENERAL 2000 NORTHSHORE UNIV HEALTH SYSTEM 2100 PFINSGSTEN GLENVIEW IL 60026 NONE PUBLIC GENERAL 5000 RIVERSIDE THEATER 3250 RIVERSIDE VERO BEACH FL 32963 NONE PUBLIC GENERAL 5000 SKOKIE COUNTRY CLUB EDUCATIONAL FOUNDATION 1922 N MOHAWK CHICAGO IL 60614 NONE PUBLIC GENERAL 2500 ST LUKES WOOD RIVER FOUNDATION 100 HOSPITAL KETCHUM ID 83340 NONE PUBLIC GENERAL 2500 SUN VALLEY MUSIC FESTIVAL 131 4TH ST KETCHUM ID 83340 NONE PUBLIC GENERAL 3000 THE COMMUNITY LIBRARY 415 SPRUCE KETCHUM ID 83340 NONE PUBLIC GENERAL 5000 UNIV OF PENNSYLVANIA PHILADELPHIA PA PHILADELPHIA PA 19104 NONE PUBLIC GENERAL 10000 VERO BEACH MUSEUM OF ART 3001 RIVERSIDE PARK DR VERO BEACH FL 32963 NONE PUBLIC GENERAL 3000 WOOD RIVER YMCA 101 SADDLE KETCHUM ID 83340 NONE PUBLIC GENERAL 5000 WRITERS THEATRE INC 325 TUDOR GLENCOE IL 60022 NONE PUBLIC GENERAL 2500 75500 0 14 1350 14 35995 14 183 14 -70120 0 -32592 0 -32592 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3485 3485 0 CORPORATE BONDS 429466 403485 CORPORATE STOCK 842006 1245823 BAIRD VENTURE PARTNERS 183 183 183 JP MORGAN NON-DIVIDEND DISTRIBUTIONS 3852 RETURN OF PRIOR YEAR GRANT 2500 INVESTMENT ADVISORY FEES 20709 20709 0 FOREIGN TAXES 1049 1049 0 STATE FEES 433 433 0