2026-08-03T13:45:39-04:00 2025-12-31 351576012 THE REINGOLD COMPANY PC 8750 BROADWAY STE B MERRILLVILLE IN 464105950 990PF 2025-01-01 621474246 JAMES A GAMMON CHARITABLE FDN INC % GEORGE CARBERRY JAME 2197691313 9191 BROADWAY MERRILLVILLE IN 464107043 GEORGE W CARBERRY DIRECTOR/SECRETARY 2026-07-24 true GORDON A REINGOLD P00079705 2197693307 2026-08-03 2025 2025-03-06 01:10:19Z X 3716817 X X 28609 28609 106412 106412 348308 1737133 348308 483329 483329 9000 9000 7090 2363 4727 2000 2000 5626 1626 55352 41852 13500 79068 47841 27227 133639 133639 212707 47841 160866 270622 435488 424470 96092 96092 1454794 821949 1040912 665373 661735 601655 581023 1816506 1969293 8865 3125660 3396282 3716817 0 X 4852675 4852675 -1727015 -1456393 3125660 3396282 3125660 3396282 3125660 270622 3396282 3396282 PUBLICLY TRADED SECURITIES-SHORT TR P 504727 502040 2687 2687 PUBLICLY TRADED SECURITIES-LONG TERM P 1225283 886785 338498 338498 348308 2687 6053 6053 6053 3000 7400 10400 4347 4347 false false false false false false false true true IN true false false false false true N/A GEORGE CARBERRY 2197691313 9191 BROADWAY MERRILLVILLE IN 46410 false false false false true false false false false false false false false false false false false false false false false VIOLA ANN GAMMON BOTTERMAN 106 ST ANDREWS SCHERERVILLE IN 46375 DIR/V.P. 1.00 3000 0 0 JAMES A GAMMON III 1055 VALE PARK ROAD VALPARAISO IN 46385 DIR/PRES. 1.00 3000 0 0 GEORGE W CARBERRY 9191 BROADWAY MERRILLVILLE IN 46410 DIRECTOR/SEC 1.00 3000 0 0 NONE NONE N/A 3393393 275096 0 3668489 3668489 55027 3613462 180673 180673 6053 6053 174620 174620 174620 160866 160866 174620 133639 160866 133639 27227 147393 X AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 N/A PC MEDICAL RESEARCH 4000 BREAKTHROUGH T1D PO BOX 5021 HAGERSTOWN MD 217415021 N/A PC MEDICAL RESEARCH & EDUCATION 43139 CRU FOUNDATION PO BOX 628222 ORLANDO FL 32862 N/A PC MINISTRY RESOURCE & EDUCATION 20000 FAMILY OUTREACH MINISTRIES 753 N CALUMET AVENUE VALPARAISO IN 46383 N/A PC SOCIAL SERVICES 24000 HOSPICE OF THE CALUMET AREA 600 SUPERIOR AVE MUNSTER IN 46321 N/A PC SOCIAL SERVICES 5000 RILEY'S CHILDREN FOUNDATION PO BOX 3356 INDIANAPOLIS IN 46206 N/A PC CHILDHOOD MEDICAL RESEARCH & CARE 10000 RONALD MCDONALD HOUSE CHARITIES 110 N CARPENTER ST CHICAGO IL 60607 N/A PC CHILDHOOD MEDICAL SUPPORT & CARE 7500 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PC RESEARCH AND CANCER TREATMENT 15000 LA RABIDA CHILDREN'S HOSPITAL 6501 SOUTH PROMONTORY DR CHICAGO IL 60649 N/A PC CHILDHOOD MEDICAL CARE 5000 133639 14 28609 14 106412 18 348308 483329 483329 false false false false false false false false false false ACCOUNTING AND TAX PREPARATION 7090 2363 4727 50000 WELLS FARGO MED TERM 4.3% 50655 50202 50000 DOLLAR GEN CORP SR 4.150% 1101 45000 ORACLE CORP NOTE 5.375% 071540 52817 40381 45000 MONSANTO CO NEW SR NT 4.2% 45290 40291 45000 INTL BUS MACHS 5.6% 11302039 53868 46608 45000 GE CAP SVCS GTD SUB 7.50% 0821 58047 54329 40000 VERIZON COMM INC NOTE 6.55% 09 50998 44075 40000 QUALCOMM INC NOTE 4.80% 052045 41385 36704 40000 PACIFICORP 1ST MTG BOND 37504 40614 40000 MERRILL LYNCH CO SUB NOTE 39461 40089 40000 JPM CHASE SUB NOTE 5.625% 0816 46158 41192 40000 INTEL CORP SR NOTE 4.25% 12154 42195 32527 40000 GOLDMAN SACHS GRP SR 6.25% 020 49037 43911 40000 AT&T INC GLBL NOTE 5.55% 08154 43836 39839 50000 EDISON INTL SR NOTE CPN 5.75% 50484 50893 45.484 S&P GLOBAL INC 18175 23769 36.952 MASTERCARD INC CL A 14687 21095 46.922 MOTOROLA SOLUTIONS INC 15409 17986 42.010 MICROSOFT CORP 14651 20317 56.822 HOME DEPOT INC 18002 19553 58.287 STRYKER CORP 13656 20486 190.405 GENERAL DYNAMICS CORP 61.185 VISA INC 14388 21458 83.533 ESSEX PROPERTY TRUST INC 19867 21859 96.376 T-MOBILE US INC 21734 19568 84.224 APPLE INC 14090 22897 71.356 JPMORGAN CHASE 10572 22992 106.539 MARSH & MCLENNAN COS INC 20821 19765 272.716 OLD DOMINION FREIGHT LINE 308.295 BOOZ ALLEN HAMILTON CORP 315.721 ZOETIS INC 63.236 BROADCOM INC 8623 21886 209.719 PEPSICO INC 33626 30099 174.229 PAYCHEX INC 21306 19545 154.916 AMERICAN WATER WORKS CO 19847 20217 199.737 EOG RESOURCES INC 24657 20975 164.201 ABBOTT LABORATORIES 16436 20573 223.559 EXXON MOBIL CORP 24015 26903 187.732 MORGAN STANLEY 20246 33328 245.936 PROLOGIS INC 26334 31396 154.254 TJX COS INC 14342 23695 599.933 COLGATE-PALMOLIVE CO 300.464 MEDTRONIC PLC 23833 28863 250.386 GILEAD SCIENCES INC 26779 30732 212.364 WALMART INC 16756 23659 721.960 NEXTERA ENERGY 243.746 NASDAQ INC 13811 23675 353.077 MONDELEZ INTERNATIONAL INC 22847 19006 101.958 CMS ENERGY CORP 5732 7130 300.000 CORNING INC 7973 26268 200.000 NVIDIA CORP 8059 37300 93.000 TAIWAN SEMICON MAN 8018 28262 60.000 UNITED PARCEL SERVICE 570 GLOBAL SHIP LEASE INC CL A 14963 19973 140 FORTINET INC 14522 11118 28 INTUITIVE SURGICAL INC 14756 15858 88.463 ALPHABET INC CL A 16536 27689 186.511 AMERICAN ELEC PWR CO INC 21957 21507 66.36 AMERICAN EXPRESS CO 16746 24550 18.357 AMERICA TOWER CORP NEW 3287 3223 46.025 BLACKSTONE INC 5918 7094 92.003 BROADRIDGE FINL SOL INC 21262 20533 49.085 CHEVRON CORP 7454 7481 109.851 CINTAS CORP 21119 20660 76.435 CITIGROUP INC 5387 8919 53.274 DTE ENERGY CO 6414 6871 26.207 ECOLAB INC 6068 6880 90.093 FEDEX CORP 19628 26024 69.975 IRON MOUNTAIN INC 6705 5804 134.176 KINDER MORGAN INC 3563 3689 301.500 KRAFT HEINZ CO 8431 7311 434.573 KROGER CO 28254 27152 39.355 PNC FINANCIAL SERV GRP INC 7171 8215 44.937 QUALCOMM INC 7015 7686 224.931 REALTY INCOME CORP 11724 12679 42.495 SIMON PROPERTY GROUP INC 7554 7866 65.176 WEC ENERGY GROUP INC 6223 6873 683.884 EVENTIDE GILEAD INSTL CL AT COST 34580 38947 5408.708 ARES CAPITAL CORP AT COST 94065 109418 5924.113 EVENTIDE LTD TERM BD CL I AT COST 61176 61966 18724.319 ARES RE INC TR CL T AT COST 151128 149693 3491.545 ARES INDUSTRIAL REIT INC AT COST 50000 45714 13581.098 BLUE OWL CR INC CORP CL S AT COST 129477 126847 439.738 VANGUARD HGH DIV YLD ETF AT COST 1590.137 VIRTUS ALPHASIMPLEX MGD FUT AT COST 75.000 VANGUARD RUSSELL 2000 GROWTH AT COST 15142 17699 3507.722 JOHN HANCOCK ALT ASSET AT COST 56091 58369 6035.815 EVENTIDE LTD TRM BD CL I AT COST 61778 63135 147.131 BANCROFT FUND LTD AT COST 2637 3252 1139.958 BLACKROCK ENHANCED INTL DIV AT COST 6073 6703 206.224 XTRACKERS USD HGH Y CORP BD AT COST 7454 7595 1155.664 EATON VANCE LTD DUR INC FD AT COST 11507 11453 1815.573 EATON VANCE TAX MNGD GBL WR AT COST 15196 16740 727.706 EATON VANCE TAX MNGD GBL DIV AT COST 6056 6935 285.163 ELLSWORTH GRTH & INC FD AT COST 2759 3316 264.990 FIRST TR DOW JONES GBL SEL AT COST 5934 8021 1048.667 FRANKLIN SENIOR LOAN ETF AT COST 24953 24560 633.044 GLOBAL X S&P 500 CVD AT COST 26289 25721 1012.128 GLOBAL X US PREFERRED ETF AT COST 19549 19139 4364.826 INVESCO S&P EM MKTS LOW VOL AT COST 102549 119727 1166.611 INVESCO FDML INV GR CORP BD AT COST 27626 28333 1198.424 INVESCO SENIOR LOAN ETF AT COST 25196 25167 465.787 NUVEEN S&P 500 BUY WR INC FD AT COST 6489 6847 566.936 NUVEEN DOW 30 DYN OVRWRT FD AT COST 8415 8651 741.922 PROSHARES INVT GR INT RT HED AT COST 58095 58184 254.343 STATE STREET SPDR PORT CORP AT COST 7231 7462 489.557 STATE ST SPDR S&P 600 SM GRW AT COST 43055 46111 599.701 STATE STREET SPDR IC PRE SEC AT COST 19625 19005 522.721 STATE ST SPDR S&P 600 SM VAL AT COST 43188 47552 107.019 STATE ST SPDR BLOOMBERG CONV AT COST 8337 9546 973.915 STATE STREET SPDR PORT INTER AT COST 31819 32928 4136.187 STATE STREET SPDR MORT BACK AT COST 88463 92713 290.98 STATE STREET SPDR PORT AGG BD AT COST 7238 7493 1303.463 STATE ST SPDR BLMBRG ST HY AT COST 32937 33004 320.382 SCHWAB US AGG BD ETF AT COST 7420 7487 3195.264 SCHWAB INTERMED TRM US TREA AT COST 78094 80137 1497.533 SCHWAB SHORT TRM US TREAS AT COST 36140 36495 159.187 STATE STREET RE SEL SEC AT COST 6253 6423 786.695 VANECK FALLEN ANGEL HGH Y AT COST 22546 23101 180.939 VANGUARD INTERMED TRM BD AT COST 13430 14092 100.696 VANGUARD TOTAL BD MKT ETF AT COST 7206 7459 4130.892 VANGUARD INTL HGH DIV Y IND AT COST 281058 371780 288.828 VANGUARD SHORT TRM CORP BD AT COST 22525 23028 575.771 VANGUARD LONG TRM TREAS AT COST 31384 32128 90.006 VANGUARD INTERMED TRM CORP BD AT COST 7175 7538 509.102 ALLSPRING ADV MULTI SEC INC AT COST 4882 4735 653.215 WESTERN ASSET EMERG MKT DEBT AT COST 6286 6944 ACCRUED INTEREST 8865 EXPENSES FILE STORAGE & SEC. FEES 30000 16500 13500 INVESTMENT MANAGEMENT FEES 25352 25352 INVESTMENT PLANNING SERVICES 2000 2000 FOREIGN TAX PAID 1626 1626 EXCISE TAX ON INVESTMENT INCOME 4000