2025-03-19T06:38:08-05:00 2024-12-31 920460586 PWC US TAX LLP 500 WOODWARD AVE DETROIT MI 48226 990PF 2024-01-01 382638868 JOHN AND MARGARET SAGAN FOUNDATION JOHN 3127017123 1314 FOREST AVENUE EVANSTON IL 602014708 JOHN SAGAN PRESIDENT 3127017123 2025-02-22 1 0 JEFFREY W BARRINGER P00372289 3133946000 2024 2025-03-06 01:10:19Z X 3538695 X X 101582 100395 -40185 220193 0 61397 100395 0 0 0 193 97 96 2420 1210 1210 15888 15888 0 1514 989 25 20015 18184 1331 156500 156500 176515 18184 157831 -115118 82211 118343 34872 34872 346 346 346 346 1296552 1263718 3503477 1415241 1298936 3538695 0 0 X 0 0 0 0 1415241 1298936 1415241 1298936 1415241 1298936 1415241 -115118 0 1300123 1187 1298936 SCHWAB 5130 2959 SHARES AT&T P 2023-01-01 2024-12-31 48394 75946 -27552 -27552 SCHWAB 5130 2000 SHARES VERIZON P 2023-01-01 2024-12-31 79799 92432 -12633 -12633 SCHWAB 5130 92000 PV US TREASURIES P 2023-01-01 2024-12-31 92000 92000 0 0 -40185 1143 0 1143 0 1143 1199 0 0 0 1199 0 56 56 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A JOHN R SAGAN 8476828416 1314 FOREST AVENUE EVANSTON IL 60201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN R SAGAN 1314 FOREST AVENUE EVANSTON IL 60201 PRESIDENT, SEC, TREASURER 0.10 0 0 0 SCOTT D SAGAN 470 COLERIDGE PALO ALTO CA 94301 VICE PRESIDENT 0.10 0 0 0 LINDA SAGAN HARRIER 2705 HARTZELL EVANSTON IL 60201 VICE PRESIDENT 0.10 0 0 0 NONE 0 NONE 0 0 3328001 112047 346 3440394 0 0 3440394 51606 3388788 169439 169439 1143 1143 168296 0 168296 0 168296 157831 0 157831 168296 140871 0 0 157831 140871 0 0 16960 0 0 0 0 0 0 0 0 151336 0 0 0 X AMERICAN ACADEMY OF ARTS AND SCIENCES 136 IRVING ST CAMBRIDGE MA 02138 N/A PC GENERAL PURPOSE GRANT 8000 ART INSTITUTE OF CHICAGO 111 S MICHIGAN AVENUE CHICAGO IL 60603 N/A PC GENERAL PURPOSE GRANT 1000 BLACK ENSEMBLE THEATER 4450 N CLARK ST CHICAGO IL 60640 N/A PC GENERAL PURPOSE GRANT 2000 CALLEN-LORDE COMMUNITY HEALTH CENTER 356 W 18TH ST NEW YORK NY 10011 N/A PC GENERAL PURPOSE GRANT 1000 CHICAGO TECH ACADEMY 1301 W 14TH 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PROCESSING 10256 87819 350 SHARES VISA 42519 110614 3500 SHARES SOUTHERN 65517 288120 356 SHARES DUKE ENERGY 3057 38355 6000 SHARES COCA COLA 201259 373560 425 SHARES ABBVIE 43376 75523 475 SHARES MICROSOFT 42591 200213 5,325 SHARES DNP SELECT 46795 46967 1500 SHARES WALMART 41198 135525 525 SHARES ENBRIDGE 2279 22276 600 SHARES GOLDMAN SACHS 121818 343572 800 SHARES BANK OF NOVA SCOTIA 34422 42976 800 SHARES JOHNSON & JOHNSON 7684 115696 940 SHARES APPLE 41737 235395 T. ROWE PRICE MUTUAL FUNDS 239701 270820 LEGAL FEES 193 97 96 SCHWAB - NON-DIVIDEND DISTRIBUTION 1187 SCHWAB ADVISORY FEES 15888 15888 0 SCHWAB - FOREIGN TAX 989 989 0 MICHIGAN ANNUAL REPORT 25 0 25 2023 FORM 990-PF EST 500 0 0