2025-10-29T08:11:21-07:00 2024-12-31 362169848 Lerman Sweeney & Co LLP 450 Skokie Blvd Ste 507 Northbrook IL 60062 990PF 2024-01-01 363558381 LACHMAN FOUNDATION LACH 8472050809 1414 DANIEL CT NORTHBROOK IL 60062 JOSEPH LACHMAN DIRECTOR 2025-10-29 true true Peter A Sweeney P00116142 8479666696 2024 2025-03-06 01:10:19Z X 585404 X X 286 286 286 11652 11652 11652 50163 290974 50260 22 62123 62198 11938 4520 4520 6086 6086 264 264 -9426 -9426 1444 1444 0 26603 26603 28047 1444 26603 34076 60754 11938 7975 18871 18870 242835 241462 394918 138937 163490 171616 389747 423823 585404 0 X 389747 423823 389747 423823 389747 423823 389747 34076 423823 423823 Morgan Stanley #894214 S/T Covered P 2024-01-01 2024-12-31 154551 157853 -3302 -3302 Morgan Stanley #894214 L/T Covered P 2022-01-01 2024-12-31 130290 82958 47332 47332 Amentum Holdings Inc P 2022-01-01 2024-09-30 25 25 25 Canadian Natural Resources LTD P 2022-01-01 2024-06-11 9 9 9 NVIDIA Corporation P 2022-01-01 2024-06-10 64 64 64 Primo Brands Corporation P 2022-01-01 2024-11-12 1 1 1 Capital Gain Dividends 6034 Wash Sale 97 50260 -3205 844 844 844 1620 1620 X 776 776 false false false false false false false true true IL true false false false false true N/A JOSEPH LACHMAN 8472050809 1414 DANIEL CT NORTHBROOK IL 60062 false false false false false false false false false false false false false false false false false false false false false false HELENE LACHMAN 1414 DANIEL CT NORTHBROOK IL 60062 Director 0.00 0 JOSEPH LACHMAN 1414 DANIEL CT NORTHBROOK IL 60062 DIRECTOR 0.00 0 NONE NONE 565828 0 0 565828 0 565828 8487 557341 27867 27867 844 844 27023 27023 27023 26603 26603 27023 10278 2963 13241 26603 0 26603 420 420 12821 0 12821 9858 2963 X JEWISH UNITED FUND 30 S Wells St Chicago IL 60606 None Charitable & EDUCATIONAL 7200 CONGREGATION BETH SHALOM 3433 Walters Avenue Northbrook IL 60062 None Charitable & EDUCATIONAL 5630 RAVINIA FESTIVAL 418 Sheridan Rd HIGHLAND PARK IL 60035 None Charitable & EDUCATIONAL 5000 CHICAGO BOTANIC GARDEN 1000 Lake Cook Road Glencoe IL 60022 None EDUCATIONAL 5000 KESHET 600 Academy Dr 130 Northbrook IL 60062 None EDUCATIONAL 118 AMERICAN CANCER SOCIETY 1114 North Arlington Heights Road Arlington Heights IL 60004 None EDUCATIONAL 460 WTTW-11 5400 S St Louis Ave Chicago IL 60625 None CHARITABLE & EDUCATIONAL 150 IL Holocaust MuseumEducation Center 9603 Woods Drive Skokie IL 60077 None Educational 715 Rett Syndrome Research Trust 67 Under Cliff Rd Trumbull CT 06611 None Charitable & Educational 900 PAWS Chicago 1997 N Clybourn Ave Chicago IL 60614 NONE CHARITABLE & EDUCATIONAL 100 Helping Hands Network 425 Huehl Rd 16B Northbrook IL 60062 None Charitable 800 Nehara Hadassah 60 Revere Dr 800 Northbrook IL 60062 None Charitable 30 Holiday Heroes 570 E Northwest Hwy Des Plaines IL 60016 NONE Charitable 500 26603 286 11652 22 50163 62123 62123 false false false false false false false false false false 4520 4520 0 0 MS 225 894214 225 - stocks 241462 394918 MS 225 894214 225 - Mutual Funds FMV 163490 171616 IRS Refund -9426 -9426 Other Investment Income 22 MS #894214 Advisory Fees 6086 6086 0 0 MS# 894214- Foreign Tax 264 264