2025-10-30T07:07:59-05:00 2024-12-31 861065772 DELOITTE TAX LLP 111 SOUTH WACKER DRIVE CHICAGO IL 60606 990PF 2024-01-01 541995591 WONDERFUL LIFE FOUNDATION WOND 5614695600 777 S FLAGLER DRIVE 1500 WEST PALM BEACH FL 33401 M JUDE REYES TRUSTEE 5614695600 2025-10-30 1 0 GEORGE FARRELL P01699174 3124861000 2025-10-27 2024 2025-03-06 01:10:19Z X 32976158 X 22467718 28981 28981 632882 631304 970752 23369943 12054683 24100333 12714968 0 0 0 8566 4283 0 157707 157707 0 124875 62438 0 291148 224428 0 24729000 24729000 25020148 224428 24729000 -919815 12490540 7313004 5471060 5471060 17199960 18119660 27505098 24512964 23590720 32976158 0 0 X 24512964 23590720 0 0 0 0 24512964 23590720 24512964 23590720 24512964 -919815 2624 23595773 5053 23590720 PUBLICLY TRADED SECURITIES P 0 0 PUBLICLY TRADED SECURITIES P 970035 936425 33610 33610 PUBLICLY TRADED SECURITIES P 22399908 10378835 12021073 12021073 12054683 173619 0 173619 0 173619 216764 0 5000 0 221764 X 0 48145 48145 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A M JUDE REYES 5614695600 777 S FLAGLER DR STE 1500 WEST PALM BEACH FL 33401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 M JUDE REYES 777 S FLAGLER DR STE 1500 WEST PALM BEACH FL 33401 TRUSTEE 1.00 0 0 0 LORI W REYES 777 S FLAGLER DR STE 1500 WEST PALM BEACH FL 33401 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 0 26249450 8359538 0 34608988 0 0 34608988 519135 34089853 1704493 1704493 173619 173619 1530874 0 1530874 0 1530874 24729000 0 24729000 1530874 0 0 9917811 10494678 11608390 15968073 20356143 68345095 24729000 0 0 0 1530874 23198126 0 0 91543221 0 0 0 0 0 0 9917811 81625410 10494678 11608390 15968073 20356143 23198126 M JUDE REYES LORI W REYES X ACCELERATE INSTITUTE 833 W JACKSON BLVD SUITE 800 CHICAGO IL 60607 GENERAL SUPPORT 50000 ACCESS LIVING 115 W CHICAGO AVE CHICAGO IL 60654 GENERAL SUPPORT 50000 ANDERSON RANCH ARTS CENTER 5263 OWL CREEK RD SNOWMASS VILLAGE CO 81615 GENERAL SUPPORT 25000 BIG SHOULDERS FUND 212 W VAN BUREN ST 900 CHICAGO IL 60607 PAYMENT 2 OF 5 180000 BOYS AND GIRLS CLUB OF MARTIN COUNTY 11500 SE LARES AVE PO BOX 910 HOBE SOUND FL 33475 GENERAL SUPPORT 100000 BRIDGING BIONICS FOUNDATION PO BOX 3766 BASALT CO 81621 GENERAL SUPPORT 100000 CATHOLIC EXTENSION 150 S WACKER DR 2000 CHICAGO IL 60606 GENERAL SUPPORT - PAYMENT 4 OF 5 100000 CATHOLIC EXTENSION 150 S WACKER DR 2000 CHICAGO IL 60606 ENDOWMENT TO SUPPORT DEVELOPMENT 3000000 CENTRAL PRESBYTERIAN CHURCH 593 PARK AVENUE NEW YORK NY 10065 GENERAL SUPPORT 1000000 CENTRAL PRESBYTERIAN CHURCH 593 PARK AVENUE NEW YORK NY 10065 GENERAL SUPPORT - PAYMENT 5 OF 5 1160000 CENTRAL PRESBYTERIAN CHURCH 593 PARK AVENUE NEW YORK NY 10065 RESOUND PROJECT - PAYMENT 3 OF 5 1000000 CLEARBROOK - SHINING STAR BALL 1835 W CENTRAL RD ARLINGTON HEIGHTS IL 60005 SHINING STAR BALL 50000 GATEWAY FOR CANCER RESEARCH 20 N MARTINGALE RD SUITE 180 SCHAUMBURG IL 60173 GENERAL SUPPORT 25000 JAZZ AT ASPEN SNOWMASS 110 E HALLAM ST 104 ASPEN CO 81611 CAPITAL AND ENDOWMENT CAMPAIGN - PAYMENT 3 OF 5 200000 JUPITER MEDICAL CENTER FOUNDATION 35 E WACKER DR STE 2200 CHICAGO IL 60601 GENERAL SUPPORT 100000 KIPP MIAMI 3000 NW 110TH STREET MIAMI FL 33167 GENERAL SUPPORT 100000 MARGARET HACKETT FAMILY CENTER NFP 5841 S MARYLAND AVE CHICAGO IL 60637 GENERAL SUPPORT - PAYMENT 5 OF 5 100000 MUSEUM OF CONTEMPORARY ART CHICAGO 4454 WOODWARD AVE DETROIT MI 48201 GENERAL SUPPORT 25000 NORTHWESTERN KELLOGG SCHOOL OF MANAGEMENT 251 E HURON ST CHICAGO IL 60611 PAYMENT 1 OF 5 1000000 NORTHWESTERN UNIVERSITY 251 E HURON ST CHICAGO IL 60611 HAVEY INSTITUTE FOR GLOBAL HEALTH 200000 NORTON CHILDREN'S HOSPITAL FOUNDATION 231 E CHESTNUT ST LOUISVILLE KY 40202 GENERAL SUPPORT 100000 OLD ELM SCHOLARSHIP FOUNDATION 800 OLD ELM RD HIGHLAND PARK IL 60035 2024 ANNUAL APPEAL 5000 RONALD MCDONALD HOUSE CHARITIES INC 110 NORTH CARPENTER STREET CHICAGO IL 60607 GENERAL SUPPORT - PAYMENT 5 OF 5 250000 SHIRLEY RYAN ABILITYLAB 355 E ERIE ST CHICAGO IL 60611 ART IN MOTION 200000 SHIRLEY RYAN ABILITYLAB 355 E ERIE ST CHICAGO IL 60611 GENERAL SUPPORT 250000 SHIRLEY RYAN ABILITYLAB 355 E ERIE ST CHICAGO IL 60611 GENERAL SUPPORT 40000 SHIRLEY RYAN ABILITYLAB 355 E ERIE ST CHICAGO IL 60611 ACCELERATE ABILITY CAMPAIGN - PAYMENT 3 OF 5 4000000 ST JANE FRANCES DE CHANTAL 28 WLIBERTY STREET CINCINNATI OH 45202 FOREVER DE CHANTAL GENERAL CAMPAIGN 50000 ST PATRICK CHURCH 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 1000 ST PATRICK CHURCH 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 1000 ST PATRICK CHURCH 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 1000 ST PATRICK CHURCH 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 1000 ST PATRICK CHURCH 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 1000 ST PATRICK CHURCH 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 1000 ST PATRICK CHURCH 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 1000 ST PATRICK CHURCH 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 1000 ST PATRICK CHURCH 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 1000 ST PATRICK CHURCH 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 1000 ST PATRICK CHURCH 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 1000 ST PATRICK CHURCH 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 1000 ST PATRICKS CATHEDRAL 700 W ADAMS ST CHICAGO IL 60661 GENERAL SUPPORT 250000 THE EVANS SCHOLARS FOUNDATION 2501 PATRIOT BOULEVARD GLENVIEW IL 60026 CAVES VALLEY EVANS SCHOLARS SCHOLARSHIP - PAYMENT 4 OF 10 100000 THE EVANS SCHOLARS FOUNDATION 2501 PATRIOT BOULEVARD GLENVIEW IL 60026 KEISER SCHOLARSHIP PROGRAM - PAYMENT 2 OF 5 100000 UNITED CEREBRAL PALSY 7550 WEST 183RD STREET TINLEY PARK IL 60477 GENERAL SUPPORT 15000 UNIVERSITY OF MARYLAND COLLEGE PARK UNIVERSITY OF MARYLAND COLLEGE PARK MD 20742 REYES ENDOWED CHAIRS IN ELECTRICAL AND COMPUTER ENGINEERING AND MECHANICAL ENGINEERING - PAYMENT 2 OF 5 200000 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL UNIVERSITY OF NORTH CAROLINA CHAPEL HILL NC 27514 THE PHOEBE CAROLINA COVENANT SCHOLARSHIP FUND - PAYMENT 3 OF 5 400000 UNIVERSITY OF NOTRE DAME UNIVERSITY OF NOTRE DAME NOTRE DAME IN 46556 PAYMENT 1 OF 6 4167000 WOFFORD COLLEGE 429 NORTH CHURCH STREET SPARTANBURG SC 29303 CAPITAL CAMPAIGN - PAYMENT 1 OF 5 2000000 WOODLANDS ACADEMY OF THE SACRED HEART 760 E WESTLEIGH RD LAKE FOREST IL 60045 GENERAL SUPPORT 1000000 WOODLANDS ACADEMY OF THE SACRED HEART 760 E WESTLEIGH RD LAKE FOREST IL 60045 GENERAL SUPPORT 1000000 WOODLANDS ACADEMY OF THE SACRED HEART 760 E WESTLEIGH RD LAKE FOREST IL 60045 GENERAL SUPPORT 1000000 WOODLANDS ACADEMY OF THE SACRED HEART 760 E WESTLEIGH RD LAKE FOREST IL 60045 GENERAL SUPPORT 1000000 AMERICAN ENTERPRISE INSTITUTE 1789 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 GENERAL SUPPORT 25000 24729000 CATHOLIC EXTENSION 150 S WACKER DR 2000 CHICAGO IL 60606 GENERAL SUPPORT 100000 CENTRAL PRESBYTERIAN CHURCH 1101 GOUGAR RD NEW LENOX IL 60451 RESOUND PROJECT 2000000 THE EVANS SCHOLARS FOUNDATION 2501 PATRIOT BOULEVARD GLENVIEW IL 60026 CAVES VALLEY EVANS SCHOLARS SCHOLARSHIP 600000 JAZZ AT ASPEN SNOWMASS 110 E HALLAM ST 104 ASPEN CO 81611 CAPITAL AND ENDOWMENT CAMPAIGN 400000 MUSEUM OF CONTEMPORARY ART DETROIT 4454 WOODWARD AVE DETROIT MI 48201 JRT CHALLENGE GRANT 675000 ST JANE FRANCES DE CHANTAL 28 WLIBERTY STREET CINCINNATI OH 45202 FOREVER DE CHANTAL GENERAL CAMPAIGN 50000 SHIRLEY RYAN ABILITY LAB 355 E ERIE ST CHICAGO IL 60611 ACCELERATE ABILITY CAMPAIGN 8000000 UNIVERSITY OF MARYLAND UNIVERSITY OF MARYLAND COLLEGE PARK MD 20742 REYES ENDOWED CHAIRS IN ELECTRICAL AND COMPUTER ENGINEERING AND MECHANICAL ENGINEERING 600000 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL UNIVERSITY OF NORTH CAROLINA CHAPEL HILL NC 27514 THE PHOEBE CAROLINA COVENANT SCHOLARSHIP FUND 800000 THE EVANS SCHOLARS FOUNDATION 2501 PATRIOT BOULEVARD GLENVIEW IL 60026 KEISER SCHOLARSHIP PROGRAM 300000 NORTHWESTERN KELLOGG SCHOOL OF MANAGEMENT 251 E HURON ST CHICAGO IL 60611 GENERAL SUPPORT 4000000 CATHOLIC EXTENSION 150 S WACKER DR 2000 CHICAGO IL 60606 ENDOWMENT TO SUPPORT DEVELOPMENT 12000000 UNIVERSITY OF NOTRE DAME UNIVERSITY OF NOTRE DAME NOTRE DAME IN 46556 GENERAL SUPPORT 20833000 RONALD MCDONALD HOUSE CHARITIES INC 1301 22ND ST 905 OAK BROOK IL 60523 RMHC FAMILY IMPACT FUND 5000000 55358000 14 28981 14 632882 18 970752 0 1632615 0 1632615 0 0 0 0 0 0 0 0 0 0 X X 1 M JUDE LORI W REYES 777 S FLAGLER DR STE 1500 WEST PALM BEACH FL 33401 22467718 X X 1 2,439 SHS SPOTIFY TECHNOLOGY SA (SPOT) 761407 2024-06-03 1 4,400 SHS ISHARES CORE S&P SMALL-CAP (IJR) 482482 2024-06-03 1 17,099 SHS NU HOLDINGS LTD (NU) 201854 2024-06-03 1 7,993 SHS TOAST INC (TOST) 188635 2024-06-03 1 561 SHS NETFLIX INC (NFLX) 357371 2024-06-03 1 390 SHS NETFLIX INC. (NFLX) 171879 2023-09-01 1 11,093 SHS ROBINHOOD MARKETS INC (HOOD) 252699 2024-07-01 1 6,535 SHS SPDR S&P 500 ETF TRUST (SPY) 3556347 2024-07-01 1 2,991 SHS VANGUARD S&P 500 ETF (VOO) 1495919 2024-07-01 1 1,312 SHS ADOBE INC (ADBE) 728777 2024-07-01 1 170 SHS ASML HOLDING (ASML) 174582 2024-07-01 1 333 SHS CHIPOTLE MEXICAN GRILL INC (CMG) 20481 2024-07-01 1 1,241 SHS ELI LILLY & CO (LLY) 1130017 2024-07-01 1 2,671 SHS MICROSOFT CORP (MSFT) 1205997 2024-07-01 1 1,588 SHS NETFLIX INC (NFLX) 1063007 2024-07-01 1 2,957 SHS VISA INC (V) 779273 2024-07-01 1 2,689 SHS AERCAP HOLDINGS (AER) 250534 2024-07-01 1 4,073 SHS AMAZON.COM INC (AMZN) 796516 2024-07-01 1 1,054 SHS CAPITAL ONE FINANCIAL CORP (COF) 147692 2024-07-01 1 393 SHS ELEVANCE HEALTH INC (ELV) 211589 2024-07-01 1 1,453 SHS GOLDMAN SACHS GROUP INC (GS) 666949 2024-07-01 1 2,216 SHS META PLATFORMS INC (META) 1107723 2024-07-01 1 2,496 SHS MORGAN STANLEY (MS) 245631 2024-07-01 1 1,068 SHS NETFLIX INC (NFLX) 714919 2024-07-01 1 1,201 SHS SAFRAN SA (SAFRY) 65334 2024-07-01 1 8,247 SHS WELLS FARGO & CO (WFC) 495562 2024-07-01 1 401 SHS WOODWARD INC (WWD) 69383 2024-07-01 1 3,933 SHS GE AEROSPACE (GE) 624265 2024-07-01 1 977 SHS GE VERNOVA INC (GEV) 164292 2024-07-01 1 401 SHS WOODWARD INC (WWD) 69383 2024-07-01 TAX PREP FEES 8566 4283 0 NONE 0 JP MORGAN #0007 4438933 5401126 JP MORGAN #5007 6510851 11311951 JP MORGAN #7003 7169876 10792021 OTHER DECREASE 5053 ACCOUNT MANAGEMENT FEES 124875 62438 0 OTHER INCREASE 2624 FOREIGN TAXES PAID 7707 7707 0 NET INVESTMENT INCOME EXCISE TAX 150000 150000 0