2025-06-11T07:23:33-07:00 2025-01-31 475621261 Naviaux Associates LLC 53 W Jackson Blvd Suite 738 Chicago IL 60604 990PF 2024-02-01 367187236 Bundy Family Foundation BUND 8479220129 113 Andros Rd Key Largos FL 33037 Harvey H Bundy III Trustee 2025-06-11 true true Wesley Naviaux P00363671 3126621541 2024 2025-03-06 01:10:19Z X 745178 X X 247 247 247 42799 42799 42799 43046 43046 43046 15 8 7 850 425 425 673 337 336 374 187 187 1912 957 955 30815 30815 32727 957 31770 10319 42089 43046 4644 7340 7340 280457 281023 550013 174793 187825 187825 459894 476188 745178 1 1 0 X 459893 476188 459893 476188 459894 476188 459893 10319 5976 476188 476188 585 585 585 X 21 606 0 false false false false false false false true true IL true false false false false true N/A Harvey H Bundy III 3123648222 113 Andros Rd Key Largo FL 33037 false false false false false false false false false false false false false false false false false false false false false false Harvey H Bundy III 113 Andros Rd Key Largos FL 33037 Trustee 2.00 0 Blakely F Bundy 113 Andros Rd Key Largo FL 33037 Trustee 0.50 0 NONE NONE 715652 4851 0 720503 0 720503 10808 709695 35485 35485 585 585 34900 34900 34900 31770 31770 34900 48257 52734 40863 32391 59497 233742 31770 31770 34900 34900 230612 0 13357 217255 52734 40863 32391 59497 31770 X Art Institute of Chicago 111 S Michigan Ave Chicago IL 60603 None PC To collect, care for, and interpret works of art across time, cultures, geographies, and identities, centering the vision of artists and makers 160 Chicago Children's Museum 700 E Grand Ave Chicago IL 60611 None PC To support the Museums permanent exhibits, installation of new exhibits, on-going creative programming, and unique program offerings. 8500 Defending the Early Years 35 Eldridge Road Jamaica Plain MA 02130 None PC To advocate for appropriate education for young children and provide well-reasoned and up-to-date resources for parents and teachers. 776 Christ Church Christmas Basket 470 Maple Ave Winnetka IL 60093 None PC To financially support the mission and ministry of Christ Church and to ensure its ongoing vitality. 709 Ocean Reef Medical center foundatio 35 Ocean Reef Dr Suite 148 Key Largo FL 33037 None PC To support the Medical Center at Ocean Reef. 10000 Winnetka Community House 620 Lincoln Ave Winnetka IL 60093 None PC To inspire lifelong learning, personal growth, and community spirit through enjoyable, engaging activities and meaningful shared experiences. 400 Alliance For Early Childhood 1235 Oak St Winnetka IL 60093 None PC To support and guide families and educators to nurture the healthy, well-rounded development of children. 520 Groton School 282 Farmers Row Groton MA 01450 None PC To inspire lives of character, scholarship, leadership, and service within a diverse, inclusive, and close-knit community. 100 Wheaton College 501 College Ave Wheaton IL 60187 None PC To help build the church and benefit society worldwide through excellence in programs of Christian higher education. 1000 Canine Companions PO Box 446 Santa Rose CA 95402 None PC To enhance the lives of people with disabilities by providing highly trained service dogs at no charge to the recipient. 600 Chicago Botanic Garden 1000 Lake Cook Rd Glencoe IL 60022 None PC To build healthier communities through urban agriculture, lifelong learning opportunities, pioneering plant conservation research, and the beauty of horticulture. 600 Christ Church 470 Maple Ave Winnetka IL 60093 None PC To financially support the mission and ministry of Christ Church and to ensure its ongoing vitality. 2000 Garrison Forest School 300 Garrison Forest Road Owings Mills MD 21117 None PC To ensure that students have an exceptional learning environment and superb educational opportunities. 1200 National-Louis University 122 S Michigan Ave Chicago IL 60603 None PC To provide access to quality higher education and nurture opportunity for students through innovative teaching, scholarship, community engagement and excellent service. 100 Lyric Opera 20 N Wacker Dr Chicago IL 60606 None PC To advance artistic excellence, increase the relevance and reach of opera for both traditional and new audiences, engage our diverse communities through signature learning and exploration initiatives. 50 Scott Center for Autism Treatment 3251 Engineering St Melbourne FL 32901 None PC To enhance the quality of life for children with autism spectrum disorders (ASD) and related disabilities in Central Florida. 350 South Florida PBS 3401 S Congress Ave Boynton Beach FL 33426 None PC To empower and connect our diverse communities by providing trustworthy and impactful broadcast and digital content, dynamic experiential learning opportunities and meaningful community engagement, particularly for children and the underserved. 100 Trustees of Hamilton College 198 College Hill Rd Clinton NY 13323 None PC TO provide an accessible education, offer innovative resources and programs, and foster intellectual exploration. 800 Winnetka Historical Society PO Box 365 Winnetka IL 60093 None PC To preserve the villages heritage, gather and share the artifacts and stories of its past, and foster meaningful connections among Winnetkans and the broader community. 150 World Foundation Girl Guides Scouts PO Box 6457 Indianapolis IN 46206 None PC To enable girls and young women to develop their fullest potential as responsible citizens of the world. 2700 30815 14 247 14 42799 43046 43046 false false false false false false false false false false Naviaux Associates 850 425 0 425 Blair Intl Growth Fund Class I 68587 103421 Blair Small Cap Class I 28715 41971 Blair SMID Fund 88446 221560 VANGUARD INDEX TR 26377 93941 First Trust Rising Dividend Achiv ETF 68898 89120 Fidelity Government Cash Reserves AT COST Bank Deposit Sweep AT COST 25165 25165 Vanguard Cash RSRV AT COST 162000 162000 Cash AT COST 660 660 Illinois Fee 15 8 0 7 WB Investment Management 673 337 0 336 Federal Taxes 374 187 187