2024-06-27T17:35:23-05:00 2023-12-31 860360084 HBL CPAS PC 5470 E BROADWAY BLVD TUCSON AZ 85711 990PF 2023-01-01 364333045 HERBST FAMILY FOUNDATION HERB 3123165085 1040 N LAKE SHORE DRIVE 5C CHICAGO IL 60611 LEE G HERBST VICE PRESIDENT 3123165085 2024-06-21 1 LEE HERBST 999009999 0 LAURA RANDOL P01893352 5208863181 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2657338 X 10000 8460 8460 44137 44137 476 1619 476 63073 53073 0 0 0 2000 1000 1000 12479 12128 351 245 245 0 14724 13373 1351 111875 111875 126599 13373 113226 -63526 39700 79292 28274 28274 208696 182623 182623 609 609 609 1003060 1016257 2444075 1457 1757 1757 1293114 1229520 2657338 15 7499 0 7514 0 X 1285600 1229520 1285600 1229520 1293114 1229520 1285600 -63526 7499 1229573 53 1229520 SANDOZ GROUP AG 2015-11-24 2023-11-13 1619 476 476 476 552 0 552 0 552 653 0 1000 0 1653 0 1101 1101 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A LEE G HERBST 3123165085 1040 N LAKE SHORE DRIVE NO 5C CHICAGO IL 60611 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR ARTHUR L HERBST 4451 N CAMINO SUMO TUCSON AZ 85718 PRESIDENT 1.00 0 0 0 LEE G HERBST 4451 N CAMINO SUMO TUCSON AZ 85718 VICE PRES 1.00 0 0 0 ARTHUR L HERBST JR 1816 N LINCOLN PARK W CHICAGO IL 60614 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2214160 226202 0 2440362 0 0 2440362 36605 2403757 120188 120188 552 552 119636 0 119636 0 119636 113226 0 113226 119636 0 0 6957 14653 21643 43253 113226 0 0 0 113226 0 6410 6410 36843 0 0 0 0 0 0 0 36843 547 14653 21643 X ARIZONA PUBLIC MEDIA PO BOX 210067 TUCSON AZ 85721 NONE PUBLIC PROGRAM SUPPORT 6000 ARIZONA THEATRE COMPANY 343 S SCOTT AVE TUCSON AZ 85701 NONE PUBLIC PROGRAM SUPPORT 4000 CHICAGO HUMANITIES FESTIVAL 500 N DEARBORN CHICAGO IL 60654 NONE PUBLIC PROGRAM SUPPORT 275 CHICAGO SYMPHONY ORCHESTRA 220 S MICHIGAN AVE CHICAGO IL 60604 NONE PUBLIC PROGRAM SUPPORT 9000 COMPASSION AND CHOICES 4155 E JEWELL AVE STE 200 DENVER CO 80222 NONE PUBLIC PROGRAM SUPPORT 250 GILDER LEHRMAN INST OF AMER HIST 49 W 45TH STREET 2ND FLOOR NEW YORK NY 10036 NONE PC PROGRAM SUPPORT 10000 INVISIBLE THEATER 1400 N FIRST AVE TUCSON AZ 85719 NONE PUBLIC PROGRAM SUPPORT 500 LYRIC OPERA OF CHICAGO 20 N WACHER DR CHICAGO IL 60606 NONE PUBLIC PROGRAM SUPPORT 3500 NATIONAL ACADEMY OF MEDICINE 500 FIFTH STREET NW WASHINGTON DC 20001 NONE PUBLIC PROGRAM SUPPORT 1500 NATURE CONSERVANCY 4245 N FAIRFAX DR SUITE 100 ARLINGTON VA 22203 NONE PUBLIC PROGRAM SUPPORT 200 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM ST SUITE 10 FL NEW YORK NY 10038 NONE PUBLIC PROGRAM SUPPORT 1000 REFUGEE ONE 6008 N CALIFORNIA AVE CHICAGO IL 60659 NONE PUBLIC PROGRAM SUPPORT 2000 SHADY HILL SCHOOL 178 COOLIDGE HILL CAMBRIDGE MA 02138 NONE PUBLIC PROGRAM SUPPORT 200 TUCSON FESTIVAL OF BOOKS 1209 E UNIVERSITY TUCSON AZ 85721 NONE PC PROGRAM SUPPORT 1000 U OF A FOUNDATION PO BOX 210109 TUCSON AZ 85721 NONE PC SCHOOL OF ART 52000 U OF A FOUNDATION PO BOX 210109 TUCSON AZ 85721 NONE PUBLIC PROGRAM SUPPORT 10000 WBEZ PUBLIC RADIO 848 E GRAND AVE CHICAGO IL 60611 NONE PUBLIC PROGRAM SUPPORT 100 WILDLIFE CONSERVATION NETWORK INC 209 MISSISSIPPI ST SAN FRANCISCO CA 94107 NONE PC PROGRAM SUPPORT 1000 WTTW WFMT 5400 N ST LOUIS AVE CHICAGO IL 60625 NONE PUBLIC PROGRAM SUPPORT 350 SOUTH SEAPORT MUSEUM 12 FULTON ST NEW YORK NY 10038 NONE PUBLIC PROGRAM SUPPORT 1000 SMITHSONIAN 10TH STREET AND CONSTITUTION AVE WASHINGTON DC 20560 NONE PUBLIC PROGRAM SUPPORT 250 J STREET PO BOX 66073 WASHINGTON DC 20035 NONE PUBLIC PROGRAM SUPPORT 250 GABRIEL'S ANGELS 727 E BETHANY HOME RD SUITE C-100 PHOENIX AZ 85014 NONE PUBLIC PROGRAM SUPPORT 250 THERAPEUTIC RIDING OF TUCSON 8920 E WOODLAND RD TUCSON AZ 85749 NONE PUBLIC PROGRAM SUPPORT 250 FRIENDS OF IDF PO BOX 4224 NEW YORK NY 10163 NONE PUBLIC PROGRAM SUPPORT 5000 BOOTH SCHOOL OF BUSINESS 5807 S WOODLAWN AVE CHICAGO IL 60637 NONE PUBLIC PROGRAM SUPPORT 1000 NEW YORK 529 COLLEGE SAVINGS PLAN PO BOX 55440 BOSTON MA 022058323 NONE PUBLIC PROGRAM SUPPORT 1000 111875 0 14 8460 14 44137 523000 476 476 52597 0 53073 0 0 0 0 0 0 0 0 0 0 X X 1 ARTHUR AND LEE HERBST 4451 N CAMINO SUMO TUCSON AZ 85718 10000 X ACCOUNTING FEES 2000 1000 1000 ABBOTT LABORATORIES 25005 60869 ALLSTATE CORPORATION 26424 62991 ALPHABET INC 24897 112744 AMAZON COM INC 19498 60776 AMER ELECTRIC PWR CO 11100 24366 ASML HLDGS NV 11176 94615 BERKSHIRE HATHAWAY 27050 71332 BOEING CO 10125 16943 CHEVRON CORP 24855 41019 CITIGROUP INC 25031 23920 COMCAST CORP 17962 26310 ECOLAB INC 22076 39670 META PLATFORMS FKA FACEBOOK INC 20047 70792 JP MORGAN CHASE 33751 51030 LOCKHEED MARTIN 29456 45324 MASTERCARD INC 15467 72506 MICROSOFT 26342 94010 MONDELEZ INTL 25026 43458 NESTLE SA 25024 39314 NIKE INC 18323 32571 NOVARTIS AG 20803 29382 PROCTER & GAMBLE 21143 51289 RAYTHEON 14340 25242 SALES FORCE 40311 78942 SERVICE NOW 17821 49454 THERMO FISHER SCNTFC 22912 98196 VERIZON COMMUNICATION 19880 15080 ISHARES MSCI EAFE ETF 32988 37675 SPDR S&P MIDCAP 400 ETF 16427 253690 VANGUARD DIVIDEND APPRECIATION ETF 61643 153360 VANGUARD EXTENDED MARKET ETF 49818 230188 VANGUARD FTSE EMERGING 66686 71925 VANGUARD FTSE EUROPE ETF 32617 38688 VANGUARD SMALL CAP ETF 46650 85332 CROWN CASTLE INTL 16275 11519 AIR PROD & CHEMICALS 13112 13690 BECTON DICKINSON & CO 38689 36575 S & P GLOBAL INC 15123 17620 NVIDIA CORP 15849 49522 INTL FLAVORS & FRAGRA 14535 12146 DIVIDENDS RECEIVABLE 1457 1757 1757 PRIOR PERIOD ADJUSTMENT 53 OTHER BUSINESS EXPENSES 245 245 0 K-1 TRANSFER IN CAPITAL 7499 WESTMINISTER FUND VI 7499 0 MANAGEMENT FEES 11777 11777 0 BANK FEES 0 0 0 FOREIGN TAXES 702 351 351