2024-11-15T17:09:46-06:00 2023-12-31 Mowery & Schoenfeld LLC 475 Half Day Road Suite 500 Lincolnshire IL 60069 990PF 2023-01-01 832450434 Kiphart Family Foundation % MICHAEL ROBERTS KIPH 3128785200 31 Ocean Reef Dr C101-142 Key Largo FL 33037 Susan R Kiphart President 3128785200 2024-11-15 true true Robert D Olson P00743811 8472478959 2023 2024-10-15 13:58:12Z X 74356 X 111065 31 31 19773 19773 -191221 463259 0 -60352 19804 0 0 0 200 0 0 55000 1180 56380 0 0 1993192 1993192 2049572 0 1993192 -2109924 19804 789 6268 6268 2450991 64652 68088 2451780 70920 74356 0 0 X 2451780 70920 2451780 70920 2451780 70920 2451780 -2109924 341856 270936 70920 WB 5397 BAILLIE GIFFORD INTL 2021-01-01 2023-03-08 158751 325687 -166936 -166936 WB 5397 VANGUARD SP FNDS P 2021-01-01 2023-03-08 107911 88550 19361 19361 WB 5397 BARON FOCUSED GRWTH CLASS 1 P 2021-01-01 2023-05-10 30000 42630 -12630 -12630 WB 5397 VANGUARD SP FNDS DIV APP ETF P 2021-01-01 2023-05-11 31108 25300 5808 5808 WB 5397 BARON FOCUSED GRWTH CLASS 1 P 2021-01-01 2023-10-23 14400 19580 -5180 -5180 WB 5397 BARON FOCUSED GROWTH CLASS I P 2021-01-01 2023-11-22 121089 152732 -31643 -31643 -191220 275 275 275 22189 0 22189 21914 21914 false false false false false false false true true true false false false false true N/A MICHAEL ROBERTS 3128785200 55 W MONROE STREET SUITE 1700 CHICAGO IL 60603 false false false false false false false false false false false false false false false false false false false false false SUSAN R KIPHART 214 ANDROS ROAD KEY LARGO FL 33037 PRESIDENT, SECRETARY & TRE 1.0 0 0 0 CHRIS CAPPS 525 W Monroe Suite 1025 CHICAGO IL 60661 VICE PRESIDENT 1.0 0 0 0 ELLEN KIPHART VALENTINE 525 W Monroe Suite 1025 CHICAGO IL 60661 DIRECTOR 0 0 0 0 JILL KIPHART GLUCK 525 W Monroe Suite 1025 CHICAGO IL 60661 DIRECTOR 0 0 0 0 REBECCA KIPHART CAPPS 525 W Monroe Suite 1025 CHICAGO IL 60661 DIRECTOR 0 0 0 0 NONE NONE 278742 261521 0 540263 0 540263 8104 532159 26608 26608 275 275 26333 26333 26333 1993192 0 0 0 0 1993192 26333 2021 2020 2019 100000 1659465 1949006 2731657 3035529 9475657 1993192 26333 1966859 11442516 0 100000 11342516 1659465 1949006 2731657 3035529 1966859 NONE X ASPEN COUNTRY DAY SCHOOL 85 COUNTRY DAY WAY ASPEN CO 81611 GENERAL PURPOSE 10000 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 GENERAL PURPOSE 5000 THE UNIVERSITY OF CHICAGO 5235 S HARPER COURT 4TH FLOOR CHICAGO IL 60615 GENERAL PURPOSE 1845792 REHABILITATION INSTITUTE OF CHICAGO 355 E ERIE ST CHICAGO IL 60611 GENERAL PURPOSE 10000 OXFAM AMERICA 77 NORTH WASHINGTON STREET SUITE 500 BOSTON MA 02114 GENERAL PURPOSE 1200 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 GENERAL PURPOSE 6200 MISSION WOLF 13388 CO RD 634 WESTCLIFFE CO 81252 GENERAL PURPOSE 5000 STRIDES FOR PEACE 200 W MADISON ST CHICAGO IL 60606 GENERAL PURPOSE 5000 RED ROVER 1419 21ST STREET SACRAMENTO CA 95811 GENERAL PURPOSE 5000 MERIT SCHOOL OF MUSIC 38 S PEORIA ST CHICAGO IL 60607 GENERAL PURPOSE 100000 1993192 14 31 14 19773 18 -191221 0 -171417 -171417 false false false false false false false false false false X X 1 SUSAN KIPHART 31 OCEAN REEF DR C101-142 KEY LARGO FL 33037 111065 X EJR LIME HOLDING, LLC AT COST 35467 35467 MUTUAL FUNDS AT COST 29185 32621 TIMING ADJUSTMENTS 270936 FEES 200 0 0