2025-06-16T13:18:33-05:00 2024-12-31 364462730 CIOKAJLO HEIN & ASSOCIATES INC 650 DUNDEE RD STE 160 NORTHBROOK IL 60062 990PF 2024-01-01 010756986 ROSLYN & JOSEPH PERLMAN FOUNDATION ROSL 8472661960 430 CLAVEY LANE HIGHLAND PARK IL 60035 JUDITH PERLMAN DIRECTOR/PRESIDENT 8472661960 2025-06-16 1 0 MARGREATHA M HEIN P00194195 8477849822 2024 2025-03-06 01:10:19Z X 1479603 X X 131 131 23284 23284 100491 315454 100491 123906 123906 0 0 0 325 0 325 3250 0 3250 1546 246 0 10155 8871 1284 15276 9117 4859 104775 104775 120051 9117 109634 3855 114789 111010 119987 119987 600866 595744 1359616 711876 715731 1479603 0 0 X 952183 952183 0 0 -240307 -236452 711876 715731 711876 715731 711876 3855 0 715731 0 715731 75 SHS FISERV INC P 2013-07-26 2024-01-03 9930 1737 8193 8193 7399.679 SHS VANGUARD ULTRA SHORT TERM BOND P 2018-01-25 2024-01-31 147749 147792 -43 -43 701.204 SHS VANGUARD ULTRA SHORT TERM BOND P 2018-07-18 2024-01-31 14001 14000 1 1 25 SHS MICROSOFT CORP P 2013-07-26 2024-02-05 10103 790 9313 9313 45 SHS AMERICAN EXPRESS P 2015-03-10 2024-03-04 9824 3588 6236 6236 25 SHS MICROSOFT CORP P 2013-07-26 2024-07-09 11619 790 10829 10829 25 SHS AMERICAN EXPRESS P 2015-03-10 2024-05-06 5813 1994 3819 3819 30 SHS ALPHABET INC CL C P 2015-08-25 2024-05-06 5067 909 4158 4158 55 SHS ALPHABET INC CL C P 2015-08-25 2024-06-06 9764 1667 8097 8097 575 SHS NORTHERN TRUST CORP P 2013-07-26 2024-06-11 46081 33888 12193 12193 65 SHS FISERV INC P 2013-07-26 2024-08-05 10084 1506 8578 8578 10 SHS AMERICAN EXPRESS P 2015-03-10 2024-09-10 2450 797 1653 1653 40 SHS AMERICAN EXPRESS P 2015-03-10 2024-10-08 10772 3189 7583 7583 50 SHS FISERV INC P 2013-07-26 2024-11-05 10121 1158 8963 8963 50 SHS FISERV INC P 2013-07-26 2024-12-05 10244 1158 9086 9086 WILLIS TOWERS WATSON-CLASS ACTION SETTLEMENT P 2023-01-02 2024-12-31 27 27 27 CAPITAL GAINS DIVIDENDS P 1805 1805 1805 100491 1596 0 1596 0 1596 1122 0 1000 0 2122 0 526 526 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A JUDITH PERLMAN 8472661960 430 CLAVEY LANE HIGHLAND PARK IL 600354531 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JUDITH PERLMAN 430 CLAVEY LANE HIGHLAND PARK IL 60035 DIRECTOR / PRESIDENT 0.00 0 0 0 JUDITH PERLMAN 430 CLAVEY LANE HIGHLAND PARK IL 60035 DIRECTOR / SECRETARY 0.00 0 0 0 JUDITH PERLMAN 430 CLAVEY LANE HIGHLAND PARK IL 60035 DIRECTOR / TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 1330626 148070 0 1478696 0 0 1478696 22180 1456516 72826 72826 1596 1596 71230 0 71230 0 71230 109634 0 109634 71230 0 0 30939 35679 23881 35647 38855 165001 109634 0 0 0 71230 38404 0 0 203405 0 0 0 0 0 0 30939 172466 35679 23881 35647 38855 38404 X A SAFE PLACE 2710 17TH STREET ZION IL 60099 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 ABRAHAM INITIATIVES 1460 BROADWAY NEW YORK NY 10036 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 ACTORS FUND THE 729 SEVENTH AVE 10TH FL NEW YORK NY 10102 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 AMERICAN CIVIL LIBERTIES UNION FOUNDATION PO BOX 97396 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 AMERICAN COLLEGE OF PREVENTIVE MEDICINE 1200 FIRST ST NE SUITE 315 WASHINGTON DC 20002 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 AMERICAN FRIENDS OF THE PARENTS CIRCLE 4 E 95TH ST 5C NEW YORK NY 10128 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 AMERICAN INDIAN COLLEGE FUND PO BOX 172449 DENVER CO 80217 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 300 AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE PO BOX 96033 WASHINGTON DC 20077 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 300 ANTI-CRUELTY SOCIETY 157 W GRAND AVE CHICAGO IL 60654 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 ASPCA PO BOX 96929 WASHINGTON DC 20077 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 150 ASPIRATECH 1770 1ST STREET SUITE 108 HIGHLAND PARK IL 60035 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 300 BRENNAN CENTER FOR JUSTICE PO BOX 536 ETNA NH 03750 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 CEDILLE CHICAGO NFP (FKA THE 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CHARITABLE PURPOSES 4400 CORNELL LAB OF ORNITHOLOGY PO BOX 37330 BOONE IA 50037 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 COUNCIL FOR JEWISH ELDERLY SENIOR LIFE 3003 W TOUHY CHICAGO IL 60645 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 CURE CHILDHOOD CANCER 200 WEST FALL RD ROCHESTER NY 14620 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 DEFENDERS OF WILDLIFE PO BOX 1553 MERRIFIELD VA 22116 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 EARTHJUSTICE PO BOX 96346 WASHINGTON DC 20077 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 ENVIRONMENTAL DEFENSE FUND PO BOX 98051 WASHINGTON DC 20077 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 FEED THE CHILDREN PO BOX 36 OKLAHOMA CITY OK 731010036 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 FEEDING AMERICA 35 E WACKER DRIVE 2000 CHICAGO IL 60601 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 FINCA PO BOX 98048 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 FOS FEMINISTA 125 MAIDEN LANE 7TH FL NEW YORK NY 10038 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 FOUNTAIN HOUSE 425 W 47TH ST NEW YORK NY 10036 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 300 FRIENDS OF THE GLENCOE PUBLIC LIBRARY 320 PARK AVE GLENCOE IL 60022 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 50 FRIENDS OF THE GREEN BAY TRAIL PO BOX 545 GLENCOE IL 60022 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1000 FRIENDS OF THE HIGHLAND PARK LIBRARY 494 LAUREL AVE HIGHLAND PARK IL 60035 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 50 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PLACE CHICAGO IL 60632 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2000 GUTTMACHER INSTITUTE 125 MAIDEN LANE 7TH FLOOR NEW YORK NY 10038 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 HADASSAH 60 REVERE DRIVE 800 NORTHBROOK IL 60062 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5000 HAND IN HAND PO BOX 80102 PORTLAND OR 97280 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 300 HIAS 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 HIGHLAND PARK COMMUNITY FOUNDATION PO BOX 398 HIGHLAND PARK IL 60035 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1000 HIGHLAND PARK FIREFIGHTERS ASSOCIATION PO BOX 401 HIGHLAND PARK IL 60035 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 25 HILLEL INTERNATIONAL 800 EIGHTH STREET NW WASHINGTON DC 20001 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 300 ILLINOIS HOLOCAUST MUSEUM 9603 WOODS DR SKOKIE IL 60077 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 400 INJUSTICE WATCH 55 E JACKSON ST CHICAGO IL 60604 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 INTERNATIONAL CAMPAIGN FOR TIBET PO BOX 9005 WALDORF MD 20604 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 INTERNATIONAL RELIEF TEAMS 4560 ALVARADO CANYON RD 1H SAN DIEGO CA 92120 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 300 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 56007 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5000 J STREET EDUCATION FUND PO BOX 66073 WASHINGTON DC 20035 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 30000 JANE GOODALL INSTITUTE PO BOX 97305 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 JEWISH FOUNDATION FOR THE RIGHTEOUS 80 MAIN ST SUITE 380 WEST ORANGE NJ 07052 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 LEAGUE OF WOMEN VOTERS EDUCATION FUND PO BOX 96338 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 400 LETS GET READY 82 NASSAU ST 61819 NEW YORK NY 10038 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1500 MAGEN DAVID ADOM 20 WEST 36TH ST SUITE 1100 NEW YORK NY 10018 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1000 MAZON PO BOX 96119 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 MEALS ON WHEELS 7222 W CERMAK RD SUITE 302 NORTH RIVERSIDE IL 60546 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 MERCY CORPS PO BOX 37800 BOONE IA 50037 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 MUSIC INSTITUTE OF CHICAGO 622 DAVIS STREET 4TH FLOOR EVANSTON IL 60201 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 250 NATIONAL AUDUBON SOCIETY PO BOX 97188 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 NATIONAL PARKS CONSERVATION ASSOCIATION PO BOX 97202 WASHINGTON DC 20077 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 NATIONAL WILDLIFE FEDERATION PO BOX 1583 MERRIFIELD VA 22116 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 NATURAL RESOURCES DEFENSE COUNCIL PO BOX 1830 MERRIFIELD VA 22116 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 NATURE CONSERVANCY THE 4245 N FAIRFAX DR SUITE 100 ARLINGTON VA 22203 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 NO KID HUNGRY C/O SHARE OUR STRENGTH PO ZION IL 60099 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 NORTH SHORE MUSICIAN'S CLUB 1024 EASTWOOD RD GLENCOE IL 60022 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1000 NORTH SHORE SENIOR CENTER 161 NORTHFIELD RD NORTHFIELD IL 60093 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 25 NORTHERN ILLINOIS FOOD BANK 273 DEARBORN CT GENEVA IL 60134 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2000 OCEAN CONSERVANCY PO BOX 96003 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 OGLALA LAKOTA COLLEGE FUND PO BOX 537 KYLE SD 57752 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 OLD DOG DOCUMENTARIES 16 CHURCH ST WOODSTOCK VT 05091 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 ORBIS PO BOX 510 ETNA NH 03750 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 PATHFINDERS INTERNATIONAL 9 GALEN STREET SUITE 217 WATERTOWN MA 02472 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 PAWS CHICAGO 1997 N CLYBOURN CHICAGO IL 60614 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 25 PAWS FOR PURPLE HEARTS BOX 1209 MERRIFIELD VA 22116 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NONE 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PURPOSES 500 SHALVA PO BOX 46375 CHICAGO IL 60646 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 300 STRUGGLE TO SAVE ETHIOPIAN JEWRY 459 COLUMBUS AVE STE 316 NEW YORK NY 10024 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 TAC (TREATMENT ADVOCACY CENTER) 200 N GLEBE RD SUITE 801 ARLINGTON VA 22203 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 TECHNOSERVE PO BOX 96828 ARLINGTON VA 20077 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 THRESHOLDS 4101 N RAVENSWOOD AVE CHICAGO IL 60613 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 TIME TO DANCE 505 LAUREL HIGHLAND PARK IL 60035 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500 TRILOGY 1400 W GREENLEAF AVE CHICAGO IL 60626 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 T'RUAH 266 W 37TH ST SUITE 803 NEW YORK NY 10018 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 50 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1000 UNITED NEGRO COLLEGE FUND PO BOX 55040 BOSTON MA 02205 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 UNITED STATES HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 UNITED WAY OF LAKE COUNTY 330 S GREENLEAF ST GURNEE IL 60031 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 WBEZ PO BOX 95090 CHICAGO IL 60694 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1200 WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY MA 02481 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2500 WILDERNESS SOCIETY THE P O BOX 97231 WASHINGTON DC 20036 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 WOMEN FOR WOMEN INTERNATIONAL 2000 M STREET NW SUITE 200 WASHINGTON DC 20036 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 200371175 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100 CURT'S CAFE 2922 CENTRAL ST EVANSTON IL 60201 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 SAVING TINY HEARTS PO BOX 1058 DEERFIELD IL 60015 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200 SKOKIE VALLEY AGUDATH JACOB SYNAGOGUE 8825 E PRAIRIE RD SKOKIE IL 60076 NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 750 104775 0 14 131 14 23284 18 100491 0 123906 0 123906 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 3250 0 3250 325 SHS ACCENTURE PLC 23737 114332 700 SHS ALPHABET INC 21215 133308 500 SHS AMERICAN EXPRESS CO 39867 148395 675 SHS FISERV INC 15639 138659 330 SHS JOHNSON & JOHNSON 49186 47725 270 SHS MICROSOFT CORP 8531 113805 500 SHS NESTLE S A 33469 40850 1175 SHS PFIZER INC 19681 31173 380 SHS STRYKER CORP 26920 136819 850 SHS THE COCA-COLA CO 34516 52921 800 SHS WELLS FARGO & CO 34847 56192 250 SHS WILLIS TOWERS WATSON P F 31305 78310 1920 SHS WEYERHAEUSER CO 46990 54048 15,843.328 SHS VANGUARD SHORT TERM INVEST GRADE 162261 163345 180 SHS CHUBB LTD 47580 49734 LEGAL FEES 325 0 325 FILING FEES 115 0 115 INVESTMENT ACCOUNT FEES 8871 8871 0 BOOKKEEPING FEES 1169 0 1169 FEDERAL EXCISE TAX 1300 0 0 FOREIGN TAX PAID 246 246 0