2025-11-06T07:44:02-08:00 2024-12-31 821582650 The Law Firm of Carol A McGuire LLC 1629 N Larrabee St Chicago IL 60614 990PF 2024-01-01 363388493 The John D and Minnie R Schneider Charitable Trust JOHN 8476802107 2000 Hollister Drive Libertyville IL 60048 Robert C Keeley Trustee 2025-11-06 true true Carol A McGuire P00291152 3126425729 2024 2025-03-06 01:10:19Z X 7618162 X 3800 X 20865 20865 151708 151708 80564 992676 80688 2971 2971 259908 256232 11340 11340 17379 17379 99 99 5000 2000 15410 15410 49228 46228 0 380000 380000 429228 46228 380000 -169320 210004 1830 2300 2300 449856 239921 239921 932156 843606 2732285 3916976 3939282 4641473 1 2183 2183 5300819 5027292 7618162 56808 56808 0 X 1103118 1103118 4140893 3924174 5244011 5027292 5300819 5027292 5244011 -169320 3247 5077938 50646 5027292 Publicly Traded Securities P 2001-01-01 2005-01-01 888014 912112 -24098 -24098 Capital Gain Distributions P 2001-01-01 2005-01-01 104662 104662 104662 Wash Sale 124 80688 2919 2919 2919 4423 4423 1504 1504 false false false false false false false true true IL true false false false false true N/A Robert C Keeley 8476802107 2000 Hollister Drive Libertyville IL 600483746 false false false true false false false false false false false false false false false false false false false false false false James D Adducci 2000 Hollister Drive Libertyville IL 600483746 Trustee 0.75 0 Robert C Keeley 2000 Hollister Drive Libertyville IL 600483746 Trustee 0.75 0 V George Maliekel 2000 Hollister Drive Libertyville IL 600483746 Trustee 0.75 0 NONE NONE 6150974 464235 1268008 7883217 0 7883217 118248 7764969 388248 388248 2919 2919 385329 385329 385329 380000 380000 385329 349488 380000 349488 0 30512 354817 X University of Illinois Foundation 1305 W Green St Urbana IL 61801 PC To aid students with disabilities 150000 Midtown-Metro Achievement Centers 718 S Loomis St Chicago IL 60607 PC Support student programs 50000 Shirley Ryan AbilityLab 355 E Erie St Chicago IL 60611 PC Support rehabilitation programs 20000 Little City Foundation 1760 W Algonquin Rd Palatine IL 60067 PC Children's Residential Program 20000 Multiple Sclerosis Ass'n of America 375 Kings Highway North Cherry Hill NJ 08034 PC Support for those living with MS 20000 Catholic Charities Archdiocese Chic 721 N LaSalle St Chicago IL 60654 PC Support those in need 30000 The Buoniconti Fund 1095 NW 14th Terrace Miami FL 33136 PC Support research to cure paralysis 50000 Crohn's Colitis Foundation 2200 East Devon Avenue Suite 392 Des Plaines IL 60018 PC Support research and programs for patients with inflammatory bowel disease 40000 380000 14 20865 14 151708 18 80564 Columbia Pipeline Inc. Merger 18 315 Interest Income from LP 14 2656 256108 256108 false false false false false false false false false false Amer Electric Power Co 33777 92230 Caterpillar Inc 47735 217656 Coca Cola Co Com 77052 124520 Intel Corp 39624 40100 Johnson & Johnson Com 29771 144620 JP Morgan Chase & Co 68631 443464 Medtronic Plc 68102 71892 Microsoft Corp 34092 463650 Norfolk Sthn Corp 49438 234700 Pepsico Inc 60976 152060 Pfizer Inc 52886 132650 Procter & Gamble Co 42926 335300 Starbucks Corp 56472 91250 W P Carey Inc REIT 56555 54480 Walt Disney Co Holding Co Disney Com 75569 83513 Schwab Charles Corp Pfd Clbl Par Value 50000 50200 First Tr Dow Jones Internet Index Fd ETF AT COST 51528 170219 GNMA PL 003079M 6.0 AT COST 183 188 Amer Fds EuroPacific Gr Fd Cl F2 AT COST 147771 200097 BlackRock Health Sciences Fd Inst'l Cl AT COST 219349 219775 Columbia Seligman Comms&Info Fd AT COST 214681 339821 Diamond Hill Small Mid Cap Fd Cl I AT COST 154096 188280 First Eagle Overseas Fd Cl I AT COST 197790 235692 Invesco Developing Markets Fd Cl Y AT COST 66077 68900 Teton Westwood Mighty Mites Cl I AT COST 99586 75271 Eaton Vance Floating Rate Advantage CL I AT COST 229340 218013 Pimco Income Fund Class 12 AT COST 226029 210501 Vanguard Extended Mark Index Fd ADM AT COST 240271 262148 Vanguard Large Cap Index Fd Admiral AT COST 408661 613046 Impax Global Environmental Mkts Fd AT COST 244444 253071 Vanguard Small Cap Index Fund Admiral AT COST 101525 118069 Goldman Sachs 04.4000% Mat 7/17/25 CD AT COST 100000 100077 Wells Fargo 04.4000% Mat 1/20/26 CD AT COST 100000 100297 Tax Return Preparation and Advice 11340 11340 0 0 Accrued Interest 1 2183 2183 Checks issued in 2023, cashed in 2024 50410 Miscellaneous adjustments 236 Investment Expense 2 2 Portfolio Deductions From LP 15408 15408 Columbia Pipeline Inc. Merger 315 315 Interest Income from LP 2656 2656 Deferred income payment 880 Increase in accrued interest 2182 Non-dividend distributions 185 Investment Management Fees 17379 17379 0 0 Federal Taxes 3000 Foreign Taxes 2000 2000