2026-06-04T12:58:58-05:00 2025-12-31 Andersen Tax LLC 71 South Wacker Drive Suite 2600 Chicago IL 60606 990PF 2025-01-01 873736370 Lost Pond Foundation % SUSAN WILSON LOST 3123325440 135 South Elm Street HINSDALE IL 60521 SUSAN WILSON PRESIDENT 3123325440 2026-06-04 true Spencer Ogata P03025480 3123573950 2025 2025-03-06 01:10:19Z X 49864328 X 1133563 21847 21847 1469781 1469781 2408086 8802659 2408086 5033277 3899714 0 400 400 0 0 42400 34150 0 8250 131186 113863 17323 53500 16176 14526 15 243662 162939 0 25588 2003350 2003350 2247012 162939 0 2028938 2786265 3736775 0 568205 697261 697261 21619088 21282690 34922278 11451506 13656072 14244789 33638799 35636023 49864328 0 0 X 33638799 35636023 33638799 35636023 33638799 35636023 33638799 2786265 36425064 3192 36421872 JPM #G64001 1025724 1024633 1091 1091 JPM #G64001 2137182 1685229 451953 451953 JPM #E16006 2158656 757470 1401186 1401186 JPM #G66006 708449 667656 40805 40793 JPM #G66006 2484208 2260389 224611 223819 CAPITAL GAIN DIVIDENDS P 288440 CAPITAL GAIN DIVIDENDS P 288440 CAPITAL GAIN DIVIDENDS P 288440 CAPITAL GAIN DIVIDENDS P 288440 CAPITAL GAIN DIVIDENDS P 288440 2408086 51941 51941 51941 55051 0 55051 X 129 2981 2981 0 false false false false false false false true true IL true false false false true true SUSAN WILSON 3123325440 135 SOUTH ELM STREET HINSDALE IL 60521 false false false false false false false false false false false false false false false false false false false false false SUSAN WILSON 135 SOUTH ELM STREET HINSDALE IL 60521 PRESIDENT 1.0 0 0 0 GREGORY W WILSON 135 SOUTH ELM STREET HINSDALE IL 60521 TREASURER 1.0 0 0 0 AMANDA W WILSON 815 W Wellington Ave Unit 3 Chicago IL 60657 SECRETARY 1.0 0 0 0 45413452 638135 0 46051587 0 46051587 690774 45360813 2268041 2268041 51941 51941 2216100 2216100 2216100 2028938 0 0 0 0 2028938 2216100 1956820 2023 2022 2021 0 0 2028938 1956820 72118 0 0 0 0 2143982 0 0 GREGORY W WILSON NA X Alzheimer's Association 225 North Michigan Avenue FL 17 Chicago IL 60601 NONE PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 150000 By the Hand Club for Kids PO Box 10043 Chicago IL 606100043 NONE PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 150000 Chikaming Open Lands 12291 Red Arrow Highway Sawyer MI 49125 PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 10000 Elementary School District 181 Foundation PO Box 715 Hinsdale IL 60522 NONE PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 2500 Greater Chicago Food Depository 4100 W Ann Lurie Place Chicago IL 60632 NONE PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 25000 Little Sisters of the Poor St Josephs Home for the Elderly 80 W Northwest Highway Palatine IL 60067 NONE PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 20000 St Isaacs Jogues Church 306 W 4th Street Hinsdale IL 60521 NONE PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 30000 Uniting Voices Chicago 78 E Washington Street 5th Floor Chicago IL 60602 NONE PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 5000 Wellness House 131 N County Line Rd Hinsdale IL 60521 None PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 7500 Breakthrough T1D (FKA JDRF) 200 Vesey Street 28th Floor New York NY 10281 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 175000 Catholic Charities - Diocese of Joliet 16555 Weber Road Crest Hill IL 60403 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 155000 Indiana University Foundation PO Box 500 Bloomington IN 47402 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 255000 The Nature Conservancy 400 N MICHIGAN AVE SUITE 1100 CHICAGO IL 60611 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 200000 Candor Health Education 15 Spinning Wheel Rd Ste 410 Hinsdale IL 60521 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 5000 Archdiocese of Chicago 835 North Rush Street Chicago IL 606112030 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 5000 Jack Miller Center 3 Bala Plaza West Suite 401 Bala Cynwyd PA 19004 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 48350 National Assistance League - Chicagoland West 120 E Ogden Ave Suite 100 Hinsdale IL 60521 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 5000 Adler Planetarium 1300 S DuSable Lake Shore Drive Chicago IL 60605 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 25000 St Agnes Catholic Church 5760 Sawyer Road Sawyer MI 49125 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 5000 Northern Illinois Food Bank 273 Dearborn Court Geneva IL 60134 None PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 75000 Northwestern Medicine 541 North Fairbanks Court Suite 800 Chicago IL 60611 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 55000 Chicago Commons 515 East 50th Street Chicago IL 60615 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 50000 Cristo Rey Network 104 S Michigan Avenue Suite 500 Chicago IL 60603 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 75000 Doctors without Borders 40 Rector Street 16th Floor New York NY 10006 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 100000 Donald Danforth Plant Science Center 975 N Warson Road St Louis MO 63132 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 100000 Meals On Wheels Of Southwest Michigan 1708 Colfax Avenue Benton Harbor MI 49022 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 20000 St Alphonsus Parish 1429 W Wellington Ave Chicago IL 60657 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 75000 Brilliant Cities To Support Expansion Into Chicago 5675 Larkins Street Detroit MI 48210 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 100000 The Thresholds Homeless Outreach Program (Hop) 4101 North Ravenswood Avenue Chicago IL 60613 none PC TO SUPPORT OPERATIONAL AND PROGRAM EXPENSES. 75000 2003350 14 21847 14 1469781 18 2408086 3899714 3899714 false false false false false false false false false false X X 1 GREGORY W WILSON 135 SOUTH ELM STREET HINSDALE IL 60521 1133563 X 1 12,500 SHS of Uber Technologies Inc. Stock 1133563 2025-09-05 ACCOUNTING FEES 42400 34150 8250 APPLE INC 6794 442316 MICROSOFT CORP 179000 967240 AMAZON.COM INC 366010 1292592 ALPHABET INC CAP 109065 627600 TESLA INC 959840 3597760 UBER TECHNOLOGIES 201485 602611 FIDELITY 500 INDEX FUND 1950932 2047980 INVESCO QQQ TRUST SERIES 1 1045254 2270490 ISHARES RUSSELL 1000 VALUE E 977827 1392241 PANASSUS CORE EQUITY-INST 423493 491285 SIX CIRCLES US UNCONSTR EQ 3050976 3693052 VANGUARD S&P 500 6436308 10173303 FIDELITY INTL INDX-INST PRM 789894 1059065 VANGUARD FTSE EUROPE ETC 0 0 JP MORGAN BETABUILDERS JAPAN E 653823 1003546 JP MORGAN BETABUILDERS DEVELO 432129 526011 JP MORGAN BETABUILDERS CANADA 485642 769482 SIX CIRCLES INTL UNICON EQ 2512538 3230945 JPM BETABUILDERS EUROPE ETF 701680 734759 AIR LEASE CORP 0 0 ALLISON TRANSMISSION HOLDING 0 0 ATLAS ENERGY SOLUTIONS INC 0 0 BROOKFIELD INFRASTRUCTURE-A 0 0 BRUNSWICK CORP 0 0 BWX TECHNOLOGIES INC 0 0 CABOT CORP 0 0 CASEY'S GENERAL STORES INC 0 0 CHEMED CORP 0 0 CHESAPEAKE UTILITIES CORP 0 0 CLEAR SECURE INC -CLASS A 0 0 COGNEX CORP 0 0 COHEN STEERS INC 0 0 CONCENTRIX CORP 0 0 CRA INTERNATIONAL INC 0 0 ENCOMPASS HEALTH CORP 0 0 ENSIGN GROUP INC/THE 0 0 EXP WORLD HOLDINGS INC 0 0 FEDERAL AGRIC MTG CORP-CL C 0 0 FIRSTSERVICE CORP 0 0 HAMILTON LANE INC-CLASS A 0 0 HEALTHSTREAM INC 0 0 HEXCEL CORP 0 0 HOME BANCSHARES INC 0 0 INSPERITY INC 0 0 IRADIMED CORP 0 0 KFORCE INC 0 0 KINSALE CAPITAL GROUP INC 0 0 KULICKE AND SOFFA INDUSTRIES 0 0 LAKELAND FINANCIAL CORP 0 0 LANDSTAR SYSTEM INC 0 0 LEMAITRE VASCULAR INC 0 0 LITTELFUSE INC 0 0 MATADOR RESOURCES CO 0 0 MATERION CORP 0 0 MSA SAFETY INC 0 0 NAPCO SECURITY TECHNOLOGIES 0 0 NEXPOINT RESIDENTIAL 0 0 NEXSTAR MEDIA GROUP INC 0 0 NORTHERN OIL AND GAS INC 0 0 PATRICK INDUSTRIES INC 0 0 PERRIGO CO PLC 0 0 POWER INTEGRATIONS INC 0 0 PRICESMART INC 0 0 QUAKER CHEMICAL CORP 0 0 SCHNEIDER NATIONAL INC-CL B 0 0 SENSATA TECHNOLOGIES HOLDING 0 0 SHOE CARNIVAL INC 0 0 SHUTTERSTOCK INC 0 0 STANDEX INTERNATIONAL CORP 0 0 TERRENO REALITY CORP 0 0 TETRA TECH INC 0 0 TRAVEL + LEISURE CO 0 0 U.S. PHYSICAL THERAPY INC 0 0 UFP INDUSTRIES INC 0 0 UMH PROPERTIES INC 0 0 UNIFIRST CORP/MA 0 0 UNIVERSAL DISPLAY CORP 0 0 UTZ BRANDS INC 0 0 VALMONT INDUSTRIES 0 0 WINGSTOP INC 0 0 WINMARK CORP 0 0 WYNDHAM HOTELS & RESORTS INC 0 0 JMP NASDAQ EQUITY PREMIUM AT COST 1551401 1633172 HPS CORPORATE LENDING FUND AT COST 3456504 3555252 COATUE OPP OFFSHORE FUND II AT COST 0 0 COATUE OPPORTUNITY OFFSHORE FU AT COST 510960 733408 JPM PRIME MM FD - INSTL AT COST 0 0 JPM PRIME MMFD PREMIER AT COST 671768 671768 VANGUARD INT-TERM CORPORATE 686666 706599 ISHARES US TREASURY BOND ETF 704424 702516 VANGUARD TTL BD MKT IDX-ADM 347076 351758 VANGUARD MORTGAGE-BACKED SEC 347812 353429 VANGUARD TOTAL INTL BOND ETF 2057804 2056934 SIX CIRCLES GLOBAL BOND 2661487 2777764 SIX CIRCLES CREDIT OPPORT 660170 702189 LEGAL FEES 400 400 COST BASIS ADJUSTMENTS - 6006 3192 FOREIGN TAXES WITHHELD 14431 14431 FILING FEES 15 15 15 SOFTWARE & APPS 80 80 SPECIAL EVENTS 1650 OTHER PROFESSIONAL FEES 131186 113863 17323 TAXES PAID 53500