2025-06-12T13:17:19-05:00 2024-12-31 366156412 GROSS KAPLAN & OSIOL LLC 9450 W BRYN MAWR AVE STE 310 ROSEMONT IL 600185272 990PF 2024-01-01 363885448 THE WILLIAM R RICH FOUNDATION C/O LYNNE KAPLAN TRUSTEE WILL 8479289820 9450 W BRYN MAWR AVE 310 ROSEMONT IL 600185272 MARK REARDON CO-TRUSTEE 8479289820 2025-05-23 1 0 LYNNE KAPLAN CPA P00112772 8479289820 2024 2025-03-06 01:10:19Z X 13947302 X X 266227 266227 1251037 3708627 1251037 1517264 1517264 0 0 0 4800 4800 0 90311 90311 0 19768 0 0 15 0 0 114894 95111 0 700000 700000 814894 95111 700000 702370 1422153 5830 6050 6050 409690 821296 821296 4441235 5034470 9843326 3602724 3307017 3276630 5408 0 0 8464887 9168833 13947302 3549 10568 3549 10568 X 0 0 0 0 8461338 9158265 8461338 9158265 8464887 9168833 8461338 702370 0 9163708 5443 9158265 PUBLICLY TRADED SECURITIES P 402000 400888 1112 1112 PUBLICLY TRADED SECURITIES P 3306627 2056702 1249925 1249925 1251037 19768 0 19768 0 19768 9200 0 30600 0 39800 0 20032 20032 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A LYNNE KAPLAN CO-TRUSTEE 8479289820 9450 W BRYN MAWR AVE STE 310 ROSEMONT IL 600185272 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH REARDON 9450 W BRYN MAWR AVE STE 310 ROSEMONT IL 60018 TRUSTEE 1.00 0 0 0 MARK REARDON 9450 W BRYN MAWR AVE STE 310 ROSEMONT IL 60018 TRUSTEE 1.00 0 0 0 LYNNE KAPLAN 9450 W BRYN MAWR AVE STE 310 ROSEMONT IL 60018 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 12695364 1037201 0 13732565 0 0 13732565 205988 13526577 676329 676329 19768 19768 656561 0 656561 0 656561 700000 0 700000 656561 0 0 28687 23485 27176 22414 14991 116753 700000 0 0 0 656561 43439 0 0 160192 0 0 0 0 0 0 28687 131505 23485 27176 22414 14991 43439 X ALAMEDA COUNTY CHILDREN'S HOSPITAL FOUNDATION 1000 SAN LEANDRO BLVD 300 SAN LEANDRO CA 94577 N/A PUBLIC MEDICAL CANCER CARE SUPPORT 42500 LEUKEMIA & LYMPHOMA SOCIETY PO BOX 22324 NEW YORK NY 10087 N/A PUBLIC SUPPORT 45000 LEUKEMIA RESEARCH FOUNDATION 191 WAUKEGAN RD STE 105 NORTHFIELD IL 60093 N/A PUBLIC SUPPORT 130000 MARTIS CAMP FOUNDATION 7951 FLEUR DU LAC DRIVE TRUCKEE CA 96161 N/A PUBLIC SUPPORT 50000 NORTHWESTERN MEMORIAL FOUNDATION 541 N FAIRBANKS COURT SUITE 800 CHICAGO IL 60611 N/A PUBLIC MEDICAL CANCER CARE SUPPORT FUND 225000 OKIZU FOUNDATION 83 HAMILTON DRIVE SUITE 200 NOVATO CA 94949 N/A PUBLIC SUPPORT 10000 UCSF BENIOFF CHILDREN'S HOSPITALS FOUNDATION PO BOX 45339 SAN FRANCISCO CA 941450339 N/A PUBLIC CANCER CARE 197500 700000 0 14 266227 18 1251037 0 1517264 0 1517264 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4800 4800 0 CORPORATE BONDS 3307017 3276630 MARKETABLE SECURITIES 5034470 9843326 FEDERAL EXCISE TAX DEPOSIT 5408 PRIOR YEAR ADJUSTMENT 5443 ILLINOIS ANNUAL FILING FEE 15 0 0 3549 10568 INVESTMENT ADVISORY FEE (HARRIS) 76045 76045 0 CUSTODY AND ADVISORY FEE (NORTHERN) 14266 14266 0 0 0 0 2024 TAX ON INVESTMENT INCOME 19768 0 0