2026-03-28T12:31:35-00:00 2025-12-31 650841313 DAVID BERNS PA 12773 W FOREST HILL BLVD STE 217 WELLINGTON FL 33414 990PF 2025-01-01 205251623 JOHN M LEONARD FAMILY FOUNDATION INC % JOHN M LEONARD JOHN 5613298482 12373 QUERCUS LANE Wellington FL 33414 JOHN M LEONARD DIRECTOR 5613298482 2026-03-28 true David E Berns P00636200 5617929068 2026-03-28 2025 2025-03-06 01:10:19Z X 621754 X 10000 13134 13134 5518 10690 3273 28652 16407 1050 525 525 5541 5541 264 65 199 6855 6131 724 28500 28500 35355 6131 29224 -6703 10276 60099 7774 7774 358826 404448 613980 418925 412222 621754 0 X 418925 412222 418925 412222 418925 412222 418925 -6703 412222 412222 3273 143 143 143 143 false false false false false false false true FL false false false false true N/A JOHN M LEONARD 5617932428 12373 QUERCUS LANE WELLINGTON FL 33414 false false false false false false false false false false false false false false false false false false false false false false false JOHN M LEONARD 12373 QUERCUS LANE WELLINGTON FL 33414 DIRECTOR 005.00 0 LINDA J QUIRK 268 STONEGATE ROAD CLARENDON HILLS IL 60514 DIRECTOR 001.00 0 MICHAEL W QUIRK 813 FRANKLIN STREET DOWNERS GROVE IL 60515 DIRECTOR 001.00 0 PATRICK J QUIRK 263 STONEGATE ROAD CLARENDON HILLS IL 60514 DIRECTOR 001.00 0 TIMOTHY L QUIRK 839 BRUNER STREET HINSDALE IL 60521 DIRECTOR 001.00 0 NONE NONE N/A 0 N/A 568699 29292 0 597991 597991 8970 589021 29451 29451 143 143 29308 29308 29308 29224 29224 29308 308 795 1103 29224 29224 84 84 1019 0 1019 224 795 JOHN M LEONARD none X BEAT THE STREETS CHICAGO 5985 S ARCHER AVE CHICAGO IL 60638 PC UNRESTRICTED 9500 EVANS SCHOLARS FOUNDATION 2501 PATRIOTS BLVD GLENVIEW IL 60026 PC UNRESTRICTED 9500 MONTINI CATHOLIC SCHOLARSHIP FUND 19W070 16TH ST LOMBARD IL 60148 PC RESTRICTED FOR FINANCIAL AID 7000 DUPAGE FOUNDATION 3000 WOODCREEK DR DOWNERS GROVE IL 60515 PC UNRESTRICTED 2500 28500 14 13134 14 5518 18652 18652 4 FUNDS USED TO PAY GRANTS false false false false false false false false false NOT AVAILABLE false X 1 JOHN M LEONARD 12373 QUERCUS LANE WELLINGTON FL 33414 10000 X PROFESSIONAL FEES 1050 525 525 GOLDMAN SACHS ACTIVE BETA 2019-07 2025-10 1720 782 938 ISHARES TR CORE SP TTL STK 2020-03 2025-10 1938 862 1076 ISHARES TR CORE SP 500 2018-01 2025-10 2746 1099 1647 ISHARES TR MSCI USA QLT 2020-02 2025-10 2752 1453 1299 T ROWE PRICE ALL CAP 2022-12 2025-10 1534 976 558 STOCKS ETF 404448 613980 ADVISORY/BROKERAGE FEES 5541 5541 FOREIGN TAXES PAID 65 65 FLORIDA FILING FEE 61 61 FEDERAL TAX PAID 138 138