2025-04-11T12:22:04-05:00 2024-12-31 350921680 CROWE LLP 575 MARKET STREET SUITE 3300 SAN FRANCISCO CA 941055829 990PF 2024-01-01 020762172 NEIL & GINNY GERALD FAMILY FOUNDATION NEIL 3126508625 213 HANSEN BLVD NORTH AURORA IL 60542 JOHN D GERALD SECOND VICE PRESIDENT & CHAIR 3126508625 2025-04-10 1 0 DIANE KIRMACI P01578407 4155761100 2025-04-10 2024 2025-03-06 01:10:19Z X 1654743 X 379474 14455 14455 78228 160497 78228 472157 92683 0 0 0 4410 2205 2205 9174 9174 0 48 33 0 115 0 115 13747 11412 2320 267999 267999 281746 11412 270319 190411 81271 201926 465465 465465 71817 58860 58860 604569 547392 1130418 878312 1071717 1654743 0 3752 0 3752 X 878312 1067965 0 0 0 0 878312 1067965 878312 1071717 878312 190411 0 1068723 758 1067965 PUBLICLY TRADED SECURITIES P 160497 82269 78228 78228 78228 1130 0 1130 0 1130 0 0 0 0 0 0 1130 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A LISA HOOFNAGLE 6309074002 213 HANSEN BLVD NORTH AURORA IL 605428923 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NEIL D GERALD 1210 E OGDEN AVENUE NAPERVILLE IL 60563 PRESIDENT & TREASURER 1.00 0 0 0 JOHN D GERALD 1210 E OGDEN AVENUE NAPERVILLE IL 60563 SECOND VICE PRESIDENT & CHAIR 1.00 0 0 0 MATTHEW N GERALD 1210 E OGDEN AVENUE NAPERVILLE IL 60563 SECOND VICE PRESIDENT & ASSISTANT SECR 1.00 0 0 0 ROBERT E HAMILTON 1210 E OGDEN AVENUE NAPERVILLE IL 60563 ASSISTANT SECRETARY & DIRECTOR 1.00 0 0 0 LISA A COLLINS 1210 E OGDEN AVENUE NAPERVILLE IL 60563 ASSISTANT SECRETARY 1.00 0 0 0 MICHAEL HEDBERG 1210 E OGDEN AVENUE NAPERVILLE IL 60563 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1121571 348814 0 1470385 0 0 1470385 22056 1448329 72416 72416 1130 1130 71286 0 71286 0 71286 270319 0 270319 71286 0 0 1389 74642 95762 269245 441038 270319 0 0 0 71286 199033 0 0 640071 0 0 0 0 0 0 0 640071 1389 74642 95762 269245 199033 NEIL D GERALD JOHN D GERALD X A SPECIAL PLACE 3608 JUBILANT CT NAPERVILLE IL 60564 NONE PC GENERAL OPERATING SUPPORT 500 ARRANMORE ARTS 1203 COLLEGE ROAD NAPERVILLE IL 60540 NONE PC GENERAL OPERATING SUPPORT 3500 ARRANMORE ARTS 1203 COLLEGE ROAD NAPERVILLE IL 60540 NONE PC CAB CAB & CAB CAB FOR A CURE SPONSORSHIPS 5000 CITIZENS APPRECIATE PUBLIC SAFETY 1380 AURORA AVENUE NAPERVILLE IL 60540 NONE PC CORPORATE SPONSORSHIP 1000 CASA KANE COUNTY 100 S THIRD STREET SUITE 460 GENEVA IL 60134 NONE PC HOLE SIGN SPONSOR - FUNDRAISING EVENT 300 CHILDREN'S ADVOCACY CENTER 1325 SYCAMORE ROAD DEKALB IL 60115 NONE PC FUNDRAISING WALK 1000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVENUE SUITE 1100N BETHASDA MD 20814 NONE PC BACON SPONSOR FOR AGED TO PERFECTION BOURBON & BACON FUNDRAISER 1000 EDWARD FOUNDATION 801 S WASHINGTON ST NAPERVILLE IL 60540 NONE PC GENERAL OPERATING SUPPORT 2500 BRIDGE COMMUNITIES INC 1164 DICKENS LANE NAPERVILLE IL 60563 NONE PC GENERAL OPERATING SUPPORT 2500 FAMILIES HELPING FAMILIES OF ILLINOIS PO BOX 8 NAPERVILLE IL 60566 NONE PC GENERAL OPERATING SUPPORT 5000 FEED MY STARVING CHILDREN 740 WILLEY FARM CT SCHAUMBURG IL 60173 NONE PC SPONSORSHIP FOR MOBILE PACK 20000 FRIENDS OF YOUTH BASEBALL OF RICHTON PARK PO BOX 61 RICHTON PARK IL 60540 NONE PC GENERAL OPERATING SUPPORT 2500 MATTESON YOUTH ATHLETIC ASSOCIATION PO BOX 196 MATTESON IL 60443 NONE PC YOUTH ATHLETICS 4500 GIANT STEPS 2500 CABOT DRIVE LISLE IL 60532 NONE PC HIO SPONSORSHIP FOR FUNDRAISER 1000 HEALTHNETWORK FOUNDATION 3550 LANDER ROAD SUITE 225 PEPPER PIKE OH 44124 NONE PC GENERAL OPERATING SUPPORT 5000 PUBLIC ACTION TO DELIVER SHELTER INC DBA HESED HOUSE 659 S RIVER ST AURORA IL 60506 NONE PC SUBARU SHARE THE LOVE MATCHING DONATION 11246 NAPERVILLE EDUCATION FOUNDATION 203 W HILLSIDE ROAD NAPERVILLE IL 605406589 NONE PC BUILDING A PASSION GOLD KEY SPONSORSHIP 5000 NAPERVILLE SALUTE CHARITABLE ORGANIZATION 3600 THAYER COURT SUITE 400 AURORA IL 60504 NONE PC MAIN STAGE CO-SPONSORSHIP FOR FUNDRAISING EVENT 12500 NAPERVILLE SUNRISE FOUNDATION PO BOX 5586 NAPERVILLE IL 60540 NONE PC SPONSORSHIP FOR 2024 ROTARY NAPERLIGHTS 5000 NATIONAL INSTITUTE FOR COMMUNITY 175 HIGHPOINT DR ROMEOVILLE IL 60446 NONE PC "SHARE THE LOVE" DONATION TO CASA DE LUZ 9953 NATIONAL INSTITUTE FOR COMMUNITY 175 HIGHPOINT DR ROMEOVILLE IL 60446 NONE PC DONATION TO CASA DE LUZ 115000 NORTHWESTERN MEMORIAL FOUNDATION 541 NORTH FAIRBANKS COURT SUITE 800 CHICAGO IL 60611 NONE PC NM WALK & 5K DONATION 5000 PARAMOUNT ARTS CENTRE INC 8 EAST GALENA BLVD SUITE 230 AURORA IL 60506 NONE PC RIVEREDGE PARK SPONSORSHIP FUND 25000 PET PARADE CHARITIES 53 S LA GRANGE ROAD LA GRANGE IL 60525 NONE PC PREMIER ACT SPONSORSHIP 2500 SAINTS PETER & PAUL CATHOLIC CHURCH 36 N ELLSWORTH STREET NAPERVILLE IL 60540 NONE PC TROJAN WALKATHON 1000 SOUTH SUBURBAN HUMANE SOCIETY 21800 CENTRAL AVE MATTESON IL 60443 NONE PC MAY 2024 SPOTLIGHT GALA - BRONZE SPONSORSHIP 2000 STARABILITY FOUNDATION 5125 CASTELLO DRIVE NAPLES FL 34103 NONE PC GENERAL OPERATING SUPPORT 2000 THE ANDREW WEISHAR FOUNDATION 1245 SMICHIGAN AVENUE SUITE 154 CHICAGO IL 60605 NONE PC GENERAL OPERATING SUPPORT 2500 THE LEUKEMIA & LYMPHOMA SOCIETY PO BOX 772395 DETROIT MI 482772395 NONE PC SPONSORSHIP OF LIGHT THE NIGHT CHARITY FUNDRAISER 1500 TURNING POINTE AUTISM FOUNDATION 1500 W OGDEN AVE NAPERVILLE IL 60540 NONE PC GENERAL OPERATING SUPPORT 5000 TURNING POINTE AUTISM FOUNDATION 1500 W OGDEN AVE NAPERVILLE IL 60540 NONE PC PUMPKIN RACES - OCT 2024 2500 URBAN INITIATIVES INC 650 WEST LAKE STREET SUITE 340 CHICAGO IL 60661 NONE PC SOCCER BALL DONATION 500 YORKVILLE ENDURANCE INC 247 COMMERCIAL DRIVE YORKVILLE IL 60560 NONE PC 2024 YORKVILLE HIGH SCHOOL CROSS COUNTRY SEASON 3500 BOBBY JONES CHIARI SYRINGOMYELIA FOUNDATION 29 CREST LOOP STATEN ISLAND NY 10312 NONE PC GENERAL OPERATING SUPPORT 1000 267999 0 14 14455 18 78228 0 92683 0 92683 0 0 0 0 0 0 0 0 0 0 X X 1 NEIL GERALD 1210 E OGDEN AVENUE NAPERVILLE IL 60563 151474 X 2 GERALD NISSAN NAPERVILLE 1210 E OGDEN AVENUE NAPERVILLE IL 60563 36000 X 3 GERALD SUBARU OF NAPERVILLE 1210 E OGDEN AVENUE NAPERVILLE IL 60563 6000 X 4 GERALD HYUNDAI 1210 E OGDEN AVENUE NAPERVILLE IL 60563 36000 X 5 GERALD KIA OF NAPERVILLE 1210 E OGDEN AVENUE NAPERVILLE IL 60563 36000 X 6 GERALD KIA OF NORTH AURORA 1210 E OGDEN AVENUE NAPERVILLE IL 60563 36000 X 7 GERALD NISSAN OF NORTH AURORA 1210 E OGDEN AVENUE NAPERVILLE IL 60563 36000 X 8 GERALD FORD 1210 E OGDEN AVENUE NAPERVILLE IL 60563 6000 X 9 GERALD HONDA 1210 E OGDEN AVENUE NAPERVILLE IL 60563 6000 X 10 GERALD TOYOTA 1210 E OGDEN AVENUE NAPERVILLE IL 60563 6000 X 11 GERALD SUBARU OF NORTH AURORA 1210 E OGDEN AVENUE NAPERVILLE IL 60563 6000 X 12 GERALD HONDA OF COUNTRYSIDE 1210 E OGDEN AVENUE NAPERVILLE IL 60563 6000 X 13 GERALD KIA OF MATTESON 1210 E OGDEN AVENUE NAPERVILLE IL 60563 6000 X 14 GERALD NISSAN OF MATTESON 1210 E OGDEN AVENUE NAPERVILLE IL 60563 6000 X ACCOUNTING FEES 4410 2205 2205 COMMON STOCK - INCOME STRATEGY 547392 1130418 ADJUSTMENT OF INVESTMENT COST BASIS 758 IL CHARITY REGISTRATION FEES 115 0 115 SECURITIES - CALL OPTIONS 0 3752 INVESTMENT MANAGEMENT FEES 9174 9174 0 FOREIGN TAX 33 33 0 FEDERAL TAXES 15 0 0