2025-10-15T13:32:15-07:00 2024-12-31 260881491 Erboe & Associates CPAs 3600 East State St Ste 318 Rockford IL 61108 990PF 2024-01-01 364179777 Lichtenheld Family Foundation LICH 8475178222 1026 Harrow Gate Drive Woodstock IL 60098 David Lichtenheld Trustee 8475178222 2025-05-06 true true Kelly A Erboe P01273061 8153940004 2025-05-07 X 2024 2025-03-06 01:10:19Z X X 1961969 X X 6 42578 87551 4514 0 0 42584 87551 4514 0 865 865 9619 9619 984 984 0 791 791 12259 0 12259 80700 80700 92959 0 92959 -50375 87551 4514 148 2568 2568 0 0 1796829 1959401 1959401 0 0 0 0 0 0 1796977 1961969 1961969 0 0 0 0 0 X 1796977 1961969 1796977 1961969 1796977 1961969 1796977 -50375 215367 1961969 1961969 10sh Vanguard Growth Index P 2024-01-01 2024-08-15 2081 0 1813 268 0 0 0 268 87sh Vanguard Growth Index P 2023-09-01 2024-08-15 16717 0 12471 4246 0 0 0 4246 6sh Vanguard Growth Index P 2023-01-01 2024-08-15 1172 0 809 363 0 0 0 363 88sh American Funds P 2023-01-01 2024-05-07 850 0 850 0 0 0 0 0 313sh American Funds P 2023-01-01 2024-05-13 3000 0 3431 -431 0 0 0 -431 2,366 American Funds P 2023-01-01 2024-08-15 23000 0 25863 -2863 0 0 0 -2863 269sh American Funds P 2005-06-14 2024-08-15 20000 0 7679 12321 0 0 0 12321 80sh Davis NY Venture P 2005-06-14 2024-01-04 2176 0 2176 0 0 0 0 0 77sh Davis NY Venture P 2005-06-14 2024-04-05 2376 0 2468 -92 0 0 0 -92 685sh Davis NY Venture P 2005-06-14 2024-08-15 19976 0 21915 -1939 0 0 0 -1939 66sh Davis NY Venture P 2005-06-14 2024-10-04 2000 0 2113 -113 0 0 0 -113 Charles Schwab capital gain distribution P 2023-12-31 2024-12-31 75791 0 0 75791 0 0 0 75791 87551 4514 1217 0 1217 0 1217 1865 1865 -1865 648 648 false false false false false false false false true IL true false false false false true N/A David Lichtenheld 8158612400 PO Box 1291 Woodstock IL 60098 false false false false false false false false false false false false false false false false false false false false David Lichtenheld PO Box 1291 Woodstock IL 60098 Trustee 0.00 0 0 0 NONE 0 NONE 0 1918536 26261 0 1944797 0 1944797 29172 1915625 95781 95781 1217 1217 94564 94564 94564 92959 92959 94564 80642 0 0 0 237692 271142 508834 92959 80642 0 12317 0 508834 0 0 0 82247 0 508834 0 0 237692 271142 0 NA NA X Dave Lichtenheld PO Box 1291 Woodstock IL 60098 N/A N/A N/A CASA of McHenry County 70 N Williams St Ste B Crystal Lake IL 60014 PC Charitable contribution 4000 Chicago Eagles 25W560 Geneva Road Carol Stream IL 60188 PC Charitable contribution 0 Christmas Clearing House PO Box 53 Woodstock IL 60098 PC Charitable contribution 3000 Community Food Bank of Southern AZ PO Box 26727 Tucson AZ 857266727 PC Charitable contribution 10000 Emerge 2545 E Adams St Tucson AZ 85716 PC Charitable contribution 9000 Endurance with Jan & Dave Dravecky PO Box 63119 Colorado Springs CO 80962 PC Charitable contribution 0 Family Health Partnership Clinic 401 E Congress Parkway Crystal Lake IL 60014 PC Charitable contribution 0 Woodstock Food Pantry 1033 Lake Ave Woodstock IL 60098 PC Charitable contribution 0 Glen Ellyn Bible Church 501 Hillside Ave Glen Ellyn IL 60137 PC Charitable contribution 0 Leukemia Research Foundation 191 Waukegan Rd Suite 10 Northfield IL 60093 PC Charitable contribution 5000 Misericordia Heart of Mercy 6300 North Ridge Ave Chicago IL 60660 PC Charitable contribution 1000 NISRA 285 Memorial Dr Crystal Lake IL 60014 PC Charitable contribution 1000 PADS 14411 Kishwaukee Valley Rd Woodstock IL 60098 PC Charitable contribution 0 Southern AZ Community Diaper Bank 4500 E Speedway 75 Tucson AZ 85712 PC Charitable contribution 3000 The LAM Foundation 4520 Cooper Rd Cincinatti OH 45242 PC Charitable contribution 700 The Land Conservancy PO Box 352 Woodstock IL 60098 PC Charitable contribution 3000 Turning Point Inc PO Box 723 Woodstock IL 60098 PC Charitable contribution 3000 Turquoise Trail Charter School FDN 13 A San Marcos Loop Santa Fe NM 87508 PC Charitable contribution 0 Woodstock Area Community Ministries 1089 Greenwood Circle Woodstock IL 60098 PC Charitable contribution 750 Woodstock HS Backers Club 501 W South Street Woodstock IL 60098 PC Charitable contribution 7500 YMCA Camp Nawakwa 13400 Nawakwa Lane Lac du Flambeau WI 54538 PC Charitable contribution 0 Youth on Their Own 1660 N Alverson Way Tucson AZ 85712 PC Charitable contribution 5000 Environmental Defenders of Mchenry 110 S Johnson St Ste 106 Woodstock IL 60098 PC Charitable contribution 1000 Independence Health & Therapy PO Box 326 Woodstock IL 60098 PC Charitable contribution 1000 Saint Louis Torchbearers 2 PO Box 78007 St Louis MO 63178 PC Charitable contribution 0 Habitat for Humanity Tucson 3501 Mountain Ave Tucson AZ 85719 PC Charitable contribution 8000 DuPage Foundation (Tyree Scholarship) 3000 Woodcreek Drive Suite 310 Downers Grove IL 605155408 PC Charitable contribution 0 Tree of Life Church (TOLUUC) 5603 Bull Valley Road McHenry IL 60050 PC Charitable contributions 750 McHenry County Conservation District Foundation 18410 Highway 14 Woodstock IL 60098 PC Charitable contributions 2000 National Christian Foundation Chicago 11625 Rainwater Drive Suite 500 Alpharetta GA 30009 PC Charitable contributions 0 YMCA of Metro Chicago 1030 Van Buren St Chicago IL 60607 PC Charitable contributions 5000 McHenry County Historical Society PO Box 434 Union IL 60180 PC Charitable contributions 1500 Northwoods Wildlife Center 8683 S Blumenstein Rd Minocqua WI 54548 PC Charitable contributions 1000 Planned Parenthood Federation of America PO Box 97166 Washington DC 20090 PC Charitable contributions 4500 80700 6 42578 42584 42584 3 Investment earnings generate funds for contribs & grants 4 Investment earnings generate funds for contribs & grants false false false false false false false false false false Erboe & Associates Tax prep 865 iShares Select Dividend ETF 45467 45467 Vanguard High Dividend ETF 54033 54033 American Funds High Income 62669 62669 American Funds Growth Fd 32243 32243 Davis Funds New York Venture Fd 94341 94341 Dodge & Cox Funds Income 20870 20870 Doubleline Funds Total Ret Bond 29675 29675 Franklin Templeton Mutual Global Discovery 151376 151376 Oakmark Funds International 131378 131378 PGIM Funds 29898 29898 Pimco Investments Income Inst 20488 20488 Pimco Investments Total Ret Inst 18108 18108 T Rowe Price Capital Appreciation 288486 288486 T Rowe Price Emerg Mkts 98297 98297 T Rowe Price Growth Stock 220555 220555 Tweedy Browne Fd Global Value 45215 45215 Vanguard Explorer Admiral 234464 234464 Vanguard Growth Index Admiral 381838 381838 Computer/printer/software 564 564 Postage 8 8 Quicken annual fee 104 104 State filing fee 115 115 Market value increase 215367 Pinnacle Investment 9619 Foreign taxes 984 984