2025-11-11T17:28:28-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990PF 2024-01-01 366106074 LAVIN FAMILY FOUNDATION LAVI 3124777600 155 N WACKER DRIVE STE 1680 CHICAGO IL 60606 CAROL L BERNICK PRESIDENT 3124777600 2025-11-07 1 0 KIMBERLY A HAUMANN P00546491 3122071040 2025-11-07 2024 2025-03-06 01:10:19Z X 55577685 X 55000 98617 100702 782524 1141614 3917019 14582181 4445321 3016476 632553 7869636 6320190 0 0 0 35952 0 0 50000 0 0 418124 398124 20000 116613 11598 0 218 0 218 620907 409722 20218 3654400 3654400 4275307 409722 3674618 3594329 5910468 4249571 4841424 4841424 19362311 23263864 26793449 1264514 0 0 19789841 20150018 21937552 2000000 2005260 2005260 46666237 50260566 55577685 0 0 X 46666237 50260566 0 0 0 0 46666237 50260566 46666237 50260566 46666237 3594329 0 50260566 0 50260566 STOCKS 12332984 10136860 2196124 2196124 COATUE LONG TERM P 364909 364909 364909 HARBOR SPRINGS P 172790 172790 172790 CAPITAL GAINS DIVIDENDS P 1711498 1711498 1711498 4445321 82156 0 82156 0 82156 85844 0 30000 0 115844 0 33688 33688 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A POLISHED NICKEL CAP MGMT LLC 3124777600 155 N WACKER DR STE 1680 CHICAGO IL 60606 1 CJ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 CAROL BERNICK 155 N WACKER DRIVE SUITE 1680 CHICAGO IL 60606 PRESIDENT 0.50 0 0 0 ELIZABETH HUBER 155 N WACKER DRIVE SUITE 1680 CHICAGO IL 60606 VICE PRESIDENT AND SECRETA 0.50 0 0 0 KAREN S LAVIN 155 N WACKER DRIVE SUITE 1680 CHICAGO IL 60606 VICE PRESIDENT 0.50 0 0 0 CRAIG L BERNICK 155 N WACKER DRIVE SUITE 1680 CHICAGO IL 60606 VICE PRESIDENT 0.50 0 0 0 PETER A BERNICK 155 N WACKER DRIVE SUITE 1680 CHICAGO IL 60606 TREASURER 0.50 0 0 0 PRESTON LAVIN 155 N WACKER DRIVE SUITE 1680 CHICAGO IL 60606 DIRECTOR 0.50 0 0 0 NONE 0 MERRILL LYNCH 1 N WACKER CHICAGO IL 60606 INVEST MGTMT FEES 193313 ARES 245 PARK AVENUE NEW YORK NY 10167 INVEST MGTMT FEES 122692 COATUE 9 W 57TH ST NEW YORK NY 10019 INVEST MGTMT FEES 82119 PNCM 155 N WACKER DR 1680 CHICAGO IL 60606 PROFESSIONAL SERVICES 50000 0 0 45999520 4383974 0 50383494 0 0 50383494 755752 49627742 2481387 2481387 82156 82156 2399231 0 2399231 0 2399231 3674618 0 3674618 2399231 0 0 1857268 6170916 1101795 2121734 2438513 13690226 3674618 0 0 0 2399231 1275387 0 0 14965613 0 0 0 0 0 0 1857268 13108345 6170916 1101795 2121734 2438513 1275387 CAROL BERNICK CAROL L BERNICK 155 N WACKER DR SUITE 1680 CHICAGO IL 60606 3124777603 THERE IS NO SPECIAL FORM. A LETTER REQUESTING A DONATION IS ACCEPTABLE. NO SUBMISSION DEADLINES. NO RESTRICTIONS OR LIMITATIONS. AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 200065009 PC PUBLIC SAFETY/DISASTER RELIEF 10000 AMPLIFY HORSE RACING INC PO BOX 22058 LEXINGTON KY 40522 PC GENERAL FUND ANIMAL WELFARE 20000 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583560 PC GENERAL OPERATIONS CIVIL RIGHTS/SOCIAL ACTION 250000 BOYS & GIRLS CLUB OF CHICAGO 2102 W MONROE ST CHICAGO IL 60612 PC WOMEN & CHILDREN 25000 BROTHER RICE HIGH SCHOOL 10001 S PULASKI RD CHICAGO IL 60655 PC GENERAL FUND EDUCATION 50000 CAST WATER SAFETY FOUNDATION 155 N WACKER DRIVE SUITE 1680 CHICAGO IL 60606 PC GENERAL OPERATIONS 205200 CHICAGO BOTANIC GARDEN 1000 LAKE COOK ROAD GLENCOE IL 60022 PC ENVIRONMENT 7500 CHICAGO COUNCIL ON GLOBAL AFFAIRS 180 N STETSON AVENUE 1400 CHICAGO IL 60601 PC GENERAL FUND INTL/FOREGIN AFFAIRS 2500 CHICAGO HISTORICAL SOCIETY 1601 N CLARK STREET CHICAGO IL 60614 PC GENERAL FUND: ARTS 5000 CHICAGO HOPE ACADEMY 2189 W BOWLER ST CHICAGO IL 60612 PC EDUCATION 70000 CHICAGO NAVY MEMORIAL FOUNDATION 205 N MICHIGAN AVE STE 810 CHICAGO IL 60601 PC GENERAL FUND MILITARY/VETERANS 20000 DEPRESSION & BIPOLAR SUPPORT ALLIANCE 55 EAST JACKSON BLVD 490 CHICAGO IL 60604 PC GENERAL FUND HEALTH 50000 ENCHANTED BACKPACK 155 N WACKER DRIVE SUITE 1680 CHICAGO IL 60606 POF Q1 FUNDING 850000 EVANS SCHOLARS FOUNDATION 2501 PATRIOT BOULEVARD GLENVIEW IL 60026 PC GENERAL FUND EDUCATION 3000 FARM AID 501 CAMBRIDGE STREET 3RD FLOOR CAMBRIDGE MA 02141 PC GENERAL FUND FOOD 30000 FIELD MUSEUM 1400 S DUSABLE LAKE SHORE DRIVE CHICAGO IL 60605 PC GENERAL FUND ARTS 10000 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PLACE CHICAGO IL 60632 PC GENERAL FUND FOOD 2500 HUA MOMONA FOUNDATION 246 KEOAWA STREET LAHAINA HI 96761 PC GENERAL FUND FOOD 40000 ICAP 201 OCEAN AVE P1708 SANTA MONICA CA 90402 PC GENERAL FUND ARTS 25000 INGENUITY 440 N WELLS NO 505 CHICAGO IL 60654 PC GENERAL FUND EDUCATION 5000 JEWISH UNITED FUND 30 SOUTH WELLS CHICAGO IL 60606 PC GENERAL FUND 250000 JUNIOR ACHIEVEMENT OF CHICAGO 651 W WASHINGTON BLVD SUITE 404 CHICAGO IL 60661 PC EDUCATION 10000 LEMONT BASEBALL & SOFTBALL CLUB PO BOX 261 LEMONT IL 60439 PC GENERAL FUND RECREATION 1500 LINCOLN PRESIDENTIAL FOUNDATION 944 CLOCKTOWER DR SUITE B SPRINGFIELD IL 62704 PC GENERAL FUND EDUCATION 2000 LYRIC OPERA OF CHICAGO 20 N WACKER DRIVE 860 CHICAGO IL 60604 PC GENERAL FUND ARTS 10000 MARYVILLE ACADEMY 1150 NORTH RIVER ROAD DES PLAINES IL 60016 PC CRISIS NURSERY PROGRAM WOMEN AND CHILDREN 10000 NAVY SEAL FOUNDATION 1619 D STREET BLDG 5326 VIRGINIA BEACH VA 23459 PC MILITARY/VETERANS 50000 NEW WORLD SYMPHONY 500 17TH ST MIAMI BEACH FL 33139 PC GENERAL FUND ARTS 5000 NORTHWESTERN HEALTHCARE TOTAL 541 N FAIRBANKS CT RM 1630 CHICAGO IL 60611 PC GENERAL FUND HEALTHCARE BRAIN TUMOR AND SCHOLARSHIPS 15000 NORTHWESTERN MEMORIAL FOUNDATION 541 N FAIRBANKS CT RM 1630 CHICAGO IL 60611 PC PLEDGE PAYMENT 1 OF 7 (NM PHYSICIAN & EMPLOYEE WELLNESS FUND) 700000 OAK PARK & RIVER FOREST HIGH SCHOOL IMAGINE FOUNDATION 1011 LAKE STREET OAK PARK IL 60301 PC GENERAL FUND EDUCATION 100000 OFF THE STREET CLUB 25 N KARLOV AVENUE CHICAGO IL 60624 PC GENERAL FUND WOMEN AND CHILDREN 5000 SGI (SOKA GAKKAI INTERNATIONAL-USA) 606 WILSHIRE BLVD SANTA MONICA CA 90401 PC GENERAL FUND 5000 SHIRLEY RYAN ABILITYLAB 335 EAST ERIE STREET CHICAGO IL 60611 PC GENERAL FUND HEALTH 25000 THE LEUKEMIA AND LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10753 PC GENERAL FUND HEALTH 200 TULANE UNIVERSITY 6823 ST CHARLES AVENUE NEW ORLEANS LA 70118 PC GENERAL FUND EDUCATION 750000 UCAN 3605 W FILMORE ST CHICAGO IL 60624 PC GENERAL FUND:WOMEN & CHILDREN 5000 UNITES STATES HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 PC GENERAL FUND 10000 WINGS PO BOX 95615 PALATINE IL 60095 PC GENERAL FUND WOMEN & CHILDREN 15000 YERKES FUTURE FOUNDATION PO BOX 346 WILLIAMS BAY WI 53191 PC GENERAL FUND RECREATION 2000 YWCA METROPOLITAN CHICAGO 1 N LASALLE ST NO 1150 CHICAGO IL 60602 PC GENERAL FUND WOMEN & CHILDREN 3000 3654400 0 14 98617 14 782524 14 3012606 18 3917019 CLASS ACTION INCOME 01 3870 0 7814636 0 7814636 0 0 0 0 0 0 0 0 0 0 X X 1 ILAN SHALIT 9 W WALTON ST APT 2101 CHICAGO IL 60610 20000 X 2 UNITED SCRAP METAL BUYERS & RECYCLERS 1545 S CICERO AVENUE CICERO IL 60804 25000 X 3 JOHN KIMBERLY NEUBAUER 4975 BONITA BEACH RD UNIT 401 BONITA SPRINGS FL 34134 5000 X 4 TULLY FAMILY FOUNDATION 33 N DEARBORN ST STE 2450 CHICAGO IL 60602 5000 X ACCOUNTING FEES 50000 0 0 CAST WATER SAFETY FOUNDATION 155 N WACKER DR CHICAGO IL 60016 2024-03-06 203950 REDISTRIBUTION OF FUNDS FOR STUDENT INSTRUCTION GRANTS AND INSTRUCTOR TRAINING GRANTS; AWARENESS, EDUCATION & RESEARCH PROGRAM GRANTS; ACQUIRE ASSETS; AND THE REMAINING FOR GENERAL ACTIVE CHARITABLE ACTIVITIES OF THE FOUNDATION. 203950 NONE 10/20/25 2025-10-20 ENCHANTED BACKPACK 155 N WACKER DR CHICAGO IL 60016 2024-02-08 850000 REDISTRIBUION OF FUNDS TO VARIOUS SCHOOLS FOR SUPPLIES AND OTHER EDUCATIONAL ITEMS, REMAINING FOR GENERAL EXPENSES OF THE FOUNDATION 850000 NONE 11/4/25 2025-11-04 HUA MOMONA FOUNDATION 246 KEDAWA ST LAHAINA HI 96761 2024-09-25 40000 COMMUNITY HOTMEALS PROGRAM 40000 NONE 6/30/25 2025-06-30 CORPORATE STOCK 23263864 26793449 ALTERNATIVE INVESTMENTS AT COST 20150018 21937552 LEGAL FEES 35952 0 0 PRI - CALVERT NOTE 2000000 2000000 2000000 RENT DEPOSIT 0 5260 5260 OFFICE SUPPLIES 218 0 218 ARES 722276 0 722276 BROOKFIELD 68689 COATUE 2106467 559994 2106467 HARBOR SPRINGS 183863 0 183863 CLASS ACTION INCOME 3870 3870 3870 MANAGEMENT FEES 418124 398124 20000 FOREIGN TAXES 11598 11598 0 FEDERAL TAXES 105000 0 0 STATE CHARITABLE FEE 15 0 0