2026-01-21T11:51:18-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990PF 2024-07-01 371302455 JULIUS W HEGELER II FOUNDATION JULI 2174421521 1521 N VERMILION ST DANVILLE IL 61832 PHIL MUEHL PRESIDENT 2174421521 2026-01-20 1 1 ANDREW SMITH CPA P01518894 3096714500 2026-01-20 2024 2025-03-06 01:10:19Z X 65926368 X X 1834889 1834889 3600 3600 263 2957745 36783221 2957745 2078 0 4798312 4796234 133333 16033 117300 164861 0 164861 12137 0 12137 15464 0 15464 20806 10403 10403 161474 161474 0 100761 2063 98698 78091 1274 23963 0 23963 99096 0 99096 809986 191247 541922 3342675 3342675 4152661 191247 3884597 645651 4604987 54379 189820 189820 1724271 1221171 1221171 49440210 48369704 57721493 0 299951 300000 3600000 5354854 5460486 2760768 1727370 1111489 1033398 1033398 55930349 56468898 65926368 179 -1786 179 -1786 X 55930170 56470684 55930170 56470684 55930349 56468898 55930170 645651 0 56575821 105137 56470684 LPL SHORT TERM SALES 19553370 19428870 124500 124500 LPL LONG TERM SALES 16947478 14396606 2550872 2550872 CAPITAL GAINS DIVIDENDS P 282373 282373 282373 2957745 64009 0 64009 0 64009 50000 0 80000 0 130000 0 65991 65991 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 NA LOIS WISE 2174421521 1521 N VERMILION ST DANVILLE IL 61832 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PHILIP MUEHL 14831 SHORT ROAD DANVILLE IL 61834 PRESIDENT/DIRECTOR 5.00 14333 0 0 MARY NORENBERG 3129 GOLF CIRCLE DANVILLE IL 61832 SECRETARY 2.00 11000 0 0 LOIS WISE 1714 N LOGAN AVE DANVILLE IL 61832 EXECUTIVE DIRECTOR 30.00 97000 12137 0 GILBERT SAIKLEY 22445 N 53RD STREET PHOENIX AZ 850547123 DIRECTOR 2.00 11000 0 0 NONE 0 NONE 0 MUSEUM EXPENSES 241637 0 64568096 208675 0 64776771 0 0 64776771 971652 63805119 3190256 3190256 64009 64009 3126247 0 3126247 0 3126247 3884597 0 3884597 3126247 705779 0 0 3884597 705779 0 0 3126247 52571 0 0 52571 0 0 0 0 0 0 0 52571 52571 LOIS WISE 1714 N LOGAN AVE DANVILLE IL 61832 2174421521 APPLICATION FORM NEEDS TO BE COMPLETED DESCRIBING IN DETAIL THE PROPOSED USE OF THE REQUESTED FUNDS. APPLICATION MUST INCLUDE PROOF OF GRANTEE 501(C)(3) STATUS. USE OF REQUESTED FUNDS MUST PROVE THAT IT SUPPORTS THE NONPROFIT CHARITABLE PURPOSE. GRANTEE SHOULD ALSO INCLUDE OTHER FINANCIAL INFORMATION TO DEMOSTRATE NEED. NONE 501 (C) (3) ORGANIZATIONS AMBUCS 20 W MAIN ST DANVILLE IL 61832 PC SUPPORT FOR LOCAL COMMUNITY DEVELOPMENT 30000 ART LEAGUE OF DANVILLE 320 N FRANKLIN ST DANVILLE IL 61832 PC SUPPORT FOR LOCAL COMMUNITY DEVELOPMENT 18000 BALLOONS OVER VERMILION 112 N VERMILION DANVILLE IL 61832 PC SUPPORT OF COMMUNITY EVENT 45000 DANVILLE AREA COMMUNITY COLLEGE FOUNDATION 200 E MAIN ST DANVILLE IL 61832 PF SUPPORT EDUCATIONAL PROGRAMS 87574 DANVILLE FOUNDATION FOR INDUSTRIAL GROWTH 15 N WALNUT ST DANVILLE IL 61832 PC SUPPORT FOR LOCAL COMMUNITY DEVELOPMENT 52800 DANVILLE PUBLIC SCHOOL FOUNDATION 516 N JACKSON ST DANVILLE IL 61832 PC SUPPORT FOR 365 CLUB 10000 DANVILLE SOCCER ASSOCIATION 1100 E WINTER AVE DANVILLE IL 61832 PC SUPPORT FOR LOCAL COMMUNITY DEVELOPMENT 25000 DAVID S PALMER ARENA 100 W MAIN ST DANVILLE IL 61832 PC SUPPORT FOR LOCAL ARENA 304200 EAST CENTRAL ILLINOIS ATHLETIC ASSOCIATION 3015 PARK HAVEN BLVD DANVILLE IL 61832 PC SUPPORT FOR LIGHT PROJECT 2400200 MILLIKIN UNIVERSITY 1184 W MAIN ST DECATUR IL 62522 PC LANDSCAPING PROJECT 30000 OSF HEALTHCARE FOUNDATION 800 N LOGAN AVE STE 100 DANVILLE IL 61832 PC SUPPORT LOCAL HOSPITAL 255000 THE DWELLING PLACE OF VERMILION COUNTY PO BOX 2022 DANVILLE IL 61834 PC SUPPORT FOR LOCAL COMMUNITY DEVELOPMENT 4901 UNITED WAY OF DANVILLE 801 W FAIRCHILD ST DANVILLE IL 61832 PC SUPPORT FOR LOCAL COMMUNITY DEVELOPMENT 50000 VERMILION COUNTY MUSEUM 116 N GILBERT ST DANVILLE IL 61832 PC SUPPORT FOR LOCAL COMMUNITY DEVELOPMENT 25000 VERMILION FESTIVAL CHORUS 112 N VERMILION DANVILLE IL 61832 PC SUPPORT OF COMMUNITY EVENT 5000 3342675 0 14 1834889 14 263 18 2957745 MISCELLANOUS INCOME 2078 0 4792897 2078 4794975 11A OTHER MISCELLANEOUS REFUND INCOME 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 20806 10403 10403 TSYYX TOUCHSTONE ULTRA SHORT DURATION FIXED INCOME 299951 300000 AAPL APPLE INCC 267043 574476 ABBV ABBVIE INCC 206838 259868 ABT ABBOTT LABORATORIESC 251669 299222 ACN ACCENTURE PLC IRELAND CL A 308599 328779 ADBE ADOBE INCC 355406 386880 ADI ANALOG DEVICES INC C 287092 357030 ADP AUTOMATIC DATA PROCESSING 214787 308400 AMGN AMGEN INCC 272236 307131 AMZN AMAZON.COM INCC 478508 789804 AVGO BROADCOM INCC 104091 441040 AZO AUTOZONE INCC 224107 371223 BDMIX BLACKROCK GLOBAL EQUITY 1000000 1004811 BF/B BROWN-FORMAN CORP CL B C 141762 67275 BFMSX BLACKROCK LOW DURATION 3388588 3414912 BRK/A BERKSHIRE HATHAWAY INC CL 65304 728800 BX BLACKSTONE INCC 215020 284202 CASY CASEYS GENL STORES INC 255585 306162 CB CHUBB LTDC 197824 289720 CHD CHURCH & DWIGHT COMPANY 253941 269108 CHKP CHECK POINT SOFTWARE 245834 376125 CL COLGATE-PALMOLIVE COMPANY C 204458 245430 CMCSA COMCAST CORP CL A NEW C 299656 256968 CMG CHIPOTLE MEXICAN GRILL INC 164743 280750 COP CONOCOPHILLIPSC 321995 287168 COR CENCORA INCC 239731 359820 COST COSTCO WHOLESALE CORP C 148397 346479 CPRT COPART INCC 259770 245350 CSCO CISCO SYSTEMS INCC 252559 388528 CVX CHEVRON CORPC 158022 193306 DHR DANAHER CORPC 384027 355572 EFV ISHARES MSCI EAFE VALUE ETF 454057 539580 EICOX EATON VANCE EMERGING & 656610 782998 ESIIX EATON VANCE STRATEGIC 3415090 3445514 FGBPX FIDELITY ADVISOR 6459874 6563282 FI FISERV INCC 249988 344820 FICO FAIR ISAAC CORPC 131323 274194 FIXIX FIDELITY ADVISOR INTL SMALL 198208 255472 GOOG ALPHABET INC CL C C 394273 567648 GRIFX APOLLO DIVERSIFIED REAL 1057335 1015268 HD HOME DEPOT INCC 129738 201652 HON HONEYWELL INTL INC C 199964 232880 ICE INTERCONTINENTAL EXCHANGE 201422 330246 INTU INTUIT INCC 226960 393815 IROQ IF BANCORP INCC 232032 243465 ISRG INTUITIVE SURGICAL INC NEW C 160988 380387 IYM ISHARES U S BASIC MATERIALS 202398 210015 JHEQX JPMORGAN HEDGED EQUITY 548872 604867 JHQDX JPMORGAN HEDGED EQUITY 2 532983 607440 JKHY JACK HENRY & ASSOCIATES 246759 258724 JNJ JOHNSON & JOHNSONC 369288 336050 JPM JPMORGAN CHASE & CO C 134379 290200 JSMD JANUS DETROIT HENDERSON 742683 854150 LLY ELI LILLY & COC 99853 545671 MCD MCDONALDS CORPC 149586 189911 MCK MCKESSON CORPC 183077 293112 MDT MEDTRONIC PLCC 279586 278944 META META PLATFORMS INC CL A C 71754 405950 MNST MONSTER BEVERAGE CORP 205091 263088 MS MORGAN STANLEYC 154129 253548 MSCI MSCI INC CLASS AC 270331 288370 MSFT MICROSOFT CORPC 357694 795856 NFLX NETFLIX INCC 69989 468696 NOC NORTHROP GRUMMAN CORP C 182587 199992 NOW SERVICENOW INC C 248322 462636 NVDA NVIDIA CORPC 323208 1105930 NVO NOVO NORDISK AS ADRC 289730 331296 OMBIX JPMORGAN MORTGAGE 2226579 2226579 ORCL ORACLE CORPC 203669 437260 ORLY O REILLY AUTOMOTIVE INC 37154 270390 PEP PEPSICO INCC 255973 211264 PG PROCTER & GAMBLE CO C 206936 223048 PLIDX ARISTOTLE CORE INCOME CL 6257207 6245067 PWJZX PGIM JENNISON INTL OPPTYS 428857 551025 PXSGX VIRTUS KAR SMALL CAP 322393 310462 ROL ROLLINS INCC 181771 282100 RTX RTX CORPC 182711 292040 SDVY FIRST TRUST SMID CAP RISING 874619 952560 SNPS SYNOPSYS INCC 458732 461412 SPGI S&P GLOBAL INCC 202061 263645 TIPWX BLUEROCK TOTAL INCOME 1730523 1713495 TMO THERMO FISHER SCIENTIFIC INC C 366616 364914 TSCO TRACTOR SUPPLY COC 229814 284958 TSLA TESLA INCC 234942 317660 UNP UNION PACIFIC CORP C 181171 207072 V VISA INC CL AC 269751 426060 VRTX VERTEX PHARMACEUTICALS 252470 267120 VZ VERIZON COMMUNICATIONS INC C 202056 216350 WFC WELLS FARGO & CO NEW C 132334 240360 WM WASTE MANAGEMENT INC DEL C 185806 274584 WMT WALMART INCC 104163 234672 XLU SELECT UTILITIES SELECT 235036 293976 YEAR AB ACTIVE ULTRA SHORT 1408607 1413414 NUVEEN CHURCHILL PRIVATE CAP INCOME FUND AT COST 1636945 1630787 PARTNERS GROUP PRIVATE EQUITY MASTER FD AT COST 1831260 1924030 POMONA INVESTMENT FUND SHS BEN INT AT COST 1886649 1905669 LEGAL FEES 15464 0 15464 A/D PRIOR YEAR ADJUSTMENT 105137 DUES AND SUBSCRIPTIONS 9816 0 9816 INSURANCE 40659 0 40659 MISCELLANEOUS 457 0 457 MUSEUM INSURANCE 6123 0 6123 MUSEUM REPAIRS AND MAINTENANCE 39458 0 39458 MUSEUM TELEPHONE 2245 0 2245 OFFICE SUPPLIES 338 0 338 MISCELLANOUS INCOME 2078 2078 INVESTMENT FEES 161474 161474 0 PAYROLL TAXES 98661 0 98661 OTHER TAXES 37 0 37 REAL ESTATE TAXES 2063 2063 0