2025-12-19T09:39:36-06:00 2024-12-31 844107940 PBG FINANCIAL SERVICES PLLC 1247 WAUKEGAN ROAD SUITE 100 GLENVIEW IL 60025 990PF 2024-01-01 823612639 EDWARDS FAMILY CJLJ FOUNDATION EDWA 8477321216 70 SEQUOIA COURT LAKE FOREST IL 60045 CHRISTINE A EDWARDS PRESIDENT 8477321216 2025-12-18 1 1 SCOTT RUBIN P00516293 8472911400 2024 2025-03-06 01:10:19Z X 4511558 X 96746 2197 2197 60783 60783 14660 1039393 14660 174386 77640 0 0 0 4225 3225 0 1546 0 0 22301 22301 0 28072 25526 0 174888 174888 202960 25526 174888 -28574 52114 48067 197864 197864 99967 96660 95042 2733847 2668402 4218652 2881881 2962926 4511558 0 0 X 2881881 2962926 0 0 0 0 2881881 2962926 2881881 2962926 2881881 -28574 109619 2962926 0 2962926 BMO 6669 2024-01-01 2024-08-01 92820 90365 2455 2455 BMO 6669 2019-01-01 2024-12-31 359722 280397 79325 79325 BAIRD 8648 LT 2024-01-01 2024-08-01 536230 600764 -64534 -64534 BAIRD 8648 LTNC 2018-02-01 2024-08-01 50489 53207 -2718 -2718 CAPITAL GAINS DIVIDENDS P 132 132 132 14660 724 0 724 0 724 537 0 1500 0 2037 6 1307 1307 0 0 0 0 0 0 0 0 0 0 0 1 1 DE IL 1 0 0 0 0 1 N/A JOHN H EDWARDS 8477321216 70 SEQUOIA COURT LAKE FOREST IL 60045 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTINE A EDWARDS 70 SEQUOIA COURT LAKE FOREST IL 60045 PRESIDENT 1.00 0 0 0 JOHN H EDWARDS 70 SEQUOIA COURT LAKE FOREST IL 60045 SEC/TREAS 1.00 0 0 0 NONE 0 NONE 0 0 4170373 9093 0 4179466 0 0 4179466 62692 4116774 205839 205839 724 724 205115 0 205115 0 205115 174888 0 174888 205115 161151 0 0 174888 161151 0 0 13737 0 0 0 0 0 0 0 0 191378 0 0 0 X BOYSGIRLS CLUB 735 MARTIN DRIVE SOUTH ELGIN IL 60177 NONE 501(C)(3) DONATION - SUPPORTING BOYS & GIRLS CLUB THAT MOTIVATES KIDS TO POSITIVELY DEVELOP AND GRADUATE FROM HIGH SCHOOL. THEIR MISSION IS TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. 3000 COMMUNITY FOR COASTAL GA 1181 COASTAL DRIVE SW DARIEN GA 31305 NONE 501(C)(3) DONATION - SUPPORTING COASTAL REGIONAL AND REGIONAL PLANNING, COORDINATING LOCAL GOV AND PROVIDING SERVICES FOR SENIORS ACROSS COASTAL GEORGIA. MULTI COUNTY AGENCY PLANNING FOR 10 COUNTIES COVERING DEVELOPMENT. AGING SERVICES AND REGIONAL GROWTH. 1000 DAVIDSON COLLEGE PO BOX 7156 DAVIDSON NC 28035 NONE PC DONATION - ATHLETIC FUND STUDENT AND PROGRAMS SUPPORT. 3000 FIRST PRESBYTERIAN 6400 S KIMBARK AVE CHICAGO IL 60637 NONE 501(C)(3) DONATION 10000 GLASA 27864 IRMA LEE CIRCLE 101 LAKE FOREST IL 60045 NONE PC DONATION - ATHLETIC SUPPORT ORGANIZATION. 2500 LAKE FOREST COUNTRY DAY SCHOOL 145 S GREEN BAY RDZ LAKE FOREST IL 60045 NONE PC DONATION - EDUCATIONAL INSTITUTION PREK-8. 2000 LAKE FOREST PRESBYTERIAN CHURCH 700 NORTH SHERIDAN ROAD LAKE FOREST IL 60045 NONE 501(C)(3) DONATION - SUPPORTING THE MISSION OF THE ORGANIZATION; THE MISSION IS TO SEND WELL-EQUIPPED DISCIPLES OF JESUS INTO THE WORLD AND NURTURING A COMMUNITY OF FAITH WORKING THROUGH LOVE. 26638 LAKE FOREST-LAKE BLUFF SENIOR CIT FDN 100 E OLD MILL RD LAKE FOREST IL 60045 NONE PC DONATION - TO LF SENIOR CITIZENS FOUNDATION FOR THEIR MISSION TO CREATE AN AWARENESS IN LAKE FOREST AND LAKE BLUFF OF THE INTERESTS AND NEEDS OF SENIOR CITIZENS, TO SUPPORT THE ACTIVITIES AND FACILITIES OF DICKINSON HALL, THE SENIOR CENTER SERVING LAKE FOREST AND LAKE BLUFF AND TO PROVIDE MATERIAL AND FINANCIAL SUPPORT TO THE LAKE FOREST-LAKE BLUFF SENIOR RESOURCES COMMISSION TO FOSTER INDEPENDENCE, ENGAGEMENT AND CONTINUED PERSONAL GROWTH OF OLDER ADULTS IN OUR COMMUNITY WITH PARTICULAR EMPHASIS ON FOSTERING INDEPENDENCE. 1000 MISERICORDIA HEART OF MERCY FOUNDATION 6300 NORTH RIDGE CHICAGO IL 60660 NONE 501(C)(3) MISERICORDIA OFFERS A COMMUNITY OF CARE THAT MAXIMIZES POTENTIAL FOR PERSONS WITH MILD TO PROFOUND DEVELOPMENTAL DISABILITIES, MANY OF WHOM ARE ALSO PHYSICALLY CHALLENGED. BY SERVING SOCIETY'S MOST VULNERABLE CITIZENS, MISERICORDIA ALSO SERVES THE FAMILIES WHO WANT THE BEST FOR THEM, YET CANNOT PROVIDE IT AT HOME. 3000 PADS LAKE COUNTY 1800 GRAND AVE WAUKEGAN IL 60085 NONE PC DONATION - SUPPORT ORGANIZATION REDUCING HOMELESSNESS. 2500 READING POWER INC 736 N WESTERN AVE STE 226 LAKE FOREST IL 60045 NONE PC DONATION - OUR MISSION IS TO ACCELERATE CHILDREN'S LITERACY LEARNING AND TO DEVELOP IN THEM A LOVE OF READING AND WRITING. WE BELIEVE THAT ALL CHILDREN DESERVE TO REACH THEIR INTELLECTUAL POTENTIAL. 3000 RUSH ANCHOR CROSS 1620 W HARRISON STREET CHICAGO IL 60612 NONE 501(C)(3) DONATION - SUPPORTING RUSH UNIVERSITY MISSION. 25000 RUSH UNIVERSITY MEDICAL CENTER 1620 W HARRISON STREET CHICAGO IL 60612 NONE 501(C)(3) FUNDING FOR SCHOLARSHIP PROGRAMS FOR THE EDUCATION AND TRAINING OF CLINICIANS, SCIENTISTS, AND OTHER HEALTH CARE PROVIDERS. GEARED TOWARD RESEARCH, PATIENT CARE, AND COMMUNITY HEALTH CARE. 60000 SARAH'S CIRCLE 4838 N SHERIDAN RD CHICAGO IL 60640 NONE PC DONATION - SUPPORTING HOMELESS WOMEN. 1000 SSPC ANGEL TREE FUND 428 SHERIDAN RD WAUKEGAN IL 60085 NONE 501(C)(3) DONATION - SUPPORTING THE SALVATION ARMY ANGEL TREE PROGRAM HELPING PROVIDE CHRISTMAS GIFTS FOR HUNDREDS OF THOUSANDS OF CHILDREN AROUND THE COUNTRY EACH YEAR. 250 ST SIMONS LAND TRUST 1810 FREDERICA RD ST SIMONS ISLAND GA 31522 NONE PC DONATION - SUPPORT ORGANIZATION ST SIMONS ISLAND LAND AND ENVIRONMENT. 3000 ST SIMONS PRESBYTERIAN CHURCH 1810 FREDERICA RD ST SIMONS ISLAND GA 31522 NONE 501(C)(3) DONATION 3000 UNIVERSITY OF MARYLAND COLLEGE PARK COLLEGE PARK MD 20742 NONE 501(C)(3) DONATION 25000 174888 0 14 2197 14 60783 18 14660 0 77640 0 77640 1E N/A 0 0 0 0 0 0 0 0 0 0 X X 1 CHRISTINE A EDWARDS 70 SEQUOIA CT LAKE FOREST IL 60045 48373 X 2 JOHN H EDWARDS 70 SEQUOIA CT LAKE FOREST IL 60045 48373 X ACCOUNTING FEES 4225 3225 0 N/A BMO EQUITIES AND STOCKS 781024 1479227 ROBERT W BAIRD EQUITIES 1887378 2739425 96660 95042 0 0 INVESTMENT FEE RWB 9097 9097 0 BMO MGT FEE 13204 13204 0 NET CASH ACTIVITY RECONCILED TO BOOK 109619 FEDERAL TAXES 1500 0 0 FOREIGN TAXES WITHHELD 46 0 0