2025-11-12T10:41:21-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990PF 2024-01-01 204383299 WILLOW SPRINGS CHARITABLE TRUST JENNY B STODDARD TRUSTEE WILL 8159472525 10897 SOUTH ROUTE 78 MT CARROLL IL 61053 JENNY STODDARD OFFICER 8159472525 2025-11-10 1 0 KIMBERLY A HAUMANN P00546491 3122071040 2025-11-10 2024 2025-03-06 01:10:19Z X 137251202 X X 995151 733644 642065 640848 2102444 13679863 2102444 11598409 415611 15338069 3892547 0 0 0 42613 10814 0 502394 502394 0 5234 5234 0 2418537 4584 0 15616 0 15616 45908 838 0 3030302 523864 15616 11411214 11411214 14441516 523864 11426830 896553 3368683 9060950 6460797 6460797 43613404 45944804 72400782 57506405 58683543 58383543 12243 6080 6080 110193002 111095224 137251202 1216 6885 1216 6885 X 0 0 0 0 110191786 111088339 110191786 111088339 110193002 111095224 110191786 896553 0 111088339 0 111088339 GOLDMAN SACHS P 2943576 2658210 285366 285366 CHARLES SCHWAB (HARTLINE) P 10725047 8919209 1805838 1805838 SECURITY LITIGATION PROCEEDS P 7684 7684 7684 FOUNDING PARTNERS P 2398 2398 2398 CAPITAL GAINS DIVIDENDS P 1158 1158 1158 2102444 46825 0 46825 0 46825 29069 0 35000 0 64069 X 0 17244 17244 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IL 1 0 0 0 0 1 NONE JENNY STODDARD 8159472525 10897 SOUTH ROUTE 78 MT CARROLL IL 61053 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 KENT BRODIE 931 HULBERT ROAD WEST BOZEMAN MT 59715 TRUSTEE 5.00 0 0 0 JENNY B STODDARD 10897 SOUTH ROUTE 78 MT CARROLL IL 61053 TRUSTEE 5.00 0 0 0 SARA SMOCK FOSZCZ 7301 BURGETT ROAD RICHMOND IL 60071 TRUSTEE 5.00 0 0 0 SUZY BRODIE VOGLER 43 LAGUNA TERRACE PALM BEACH GARDENS FL 33418 TRUSTEE 5.00 0 0 0 EMILY NICOLIN 10897 SOUTH ROUTE 78 MT CARROLL IL 61053 TRUSTEE 1.00 0 0 0 DR ELIZABETH STOCKS 10897 SOUTH ROUTE 78 MT CARROLL IL 61053 TRUSTEE 1.00 0 0 0 SAMUEL STODDARD 10897 SOUTH ROUTE 78 MT CARROLL IL 61053 TRUSTEE 1.00 0 0 0 JOSHUA FOSCZCZ 7301 BURGETT ROAD RICHMOND IL 60071 TRUSTEE 1.00 0 0 0 COOPER FOSCZCZ 7301 BURGETT ROAD RICHMOND IL 60071 TRUSTEE 1.00 0 0 0 JORDAN BRODIE 931 HULBERT ROAD WEST BOZEMAN MT 59715 TRUSTEE 1.00 0 0 0 BRODIE VOGLER 43 LAGUNA TERRACE PALM BEACH GARDENS FL 33418 TRUSTEE 1.00 0 0 0 NONE 0 HARTLINE INVESTMENTS 211 W WACKER DRIVE SUITE 1600 CHICAGO IL 60606 INVESTMENT ADVISORY 297565 GOLDMAN SACHS 71 S WACKER DR SUITE 500 CHICAGO IL 60606 INVESTMENT ADVISORY 145962 LORING WOLCOTT & COOLIDGE 230 CONGRESS STREET 12TH FLOOR BOSTON MA 02110 INVESTMENT ADVISORY 58867 0 0 66794137 10454146 62128933 139377216 0 0 139377216 2090658 137286558 6864328 6864328 46825 1018241 1065066 5799262 0 5799262 0 5799262 11426830 0 11426830 5799262 0 0 2722190 2258428 3414511 4413323 5410425 18218877 11426830 0 0 0 5799262 5627568 0 0 23846445 0 0 0 0 0 0 2722190 21124255 2258428 3414511 4413323 5410425 5627568 X ALGEBRA PROJECT 99 BISHOP RICHARD ALLEN DRIVE BOSTON MA 02130 NONE PC GENERAL PURPOSE 20000 ALLENDALE ASSOCIATION 600 W GRAND AVE LAKE VILLA IL 60046 NONE PC GENERAL PURPOSE 35000 ALS THERAPY DEVELOPMENT INSTITUTE 480 ARSENAL STREET SUITE 201 WATERTOWN MA 02472 NONE PC GENERAL PURPOSE 25000 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE PC GENERAL PURPOSE 150000 APPLE RIVER FIRE DISTRICT 444 EAST HICKORY STREET APPLE RIVER IL 61001 NONE PC GENERAL PURPOSE 95000 ASIAN STUDENT ACHIEVEMENT 1720 MAPLE AVE EVANSTON IL 60201 NONE PC GENERAL PURPOSE 150000 BALLENISLES CHARITIES FOUNDATION 100 BALLENISLES CIRCLE PALM BEACH GARDENS FL 33418 NONE PC GENERAL PURPOSE 150000 BENZAITEN CENTER FOR CREATIVE ARTS 1105 2ND AVE S LAKE WORTH FL 33460 NONE PC GENERAL PURPOSE 75000 BIG BROTHERS & BIG SISTERS OF CHICAGO 560 WEST LAKE STREET 5 CHICAGO IL 60661 NONE PC GENERAL PURPOSE 25000 BOYS & GIRLS CLUB OF DUNDEE TOWNSHIP 20 SOUTH GROVE STREET CARPENTERSVILLE IL 60110 NONE PC GENERAL PURPOSE 52000 CARE USA 151 ELLIS STREET NE ATLANTA GA 30303 NONE PC GENERAL PURPOSE 140000 CARTER CENTER 453 JOHN LEWIS FREEDOM PKWY NE ATLANTA GA 30307 NONE PC GENERAL PURPOSE 100000 CATALYST FOR CHANGE 520 UNIVERSITY AVE SUITE 115 MADISON WI 53703 NONE PC GENERAL PURPOSE 500000 CATSKILL MOUNTAIN FOUNDATION 7971 MAIN STREET HUNTER NY 12442 NONE PC GENERAL PURPOSE 20000 CCCS OF NORTHERN ILLINOIS 13707 W JACKSON ST SUITE B WOODSTOCK IL 60098 NONE PC GENERAL PURPOSE 35000 CHICAGO CHILDREN'S ADVOCACY CENTER 1240 S DAMEN AVE CHICAGO IL 60608 NONE PC GENERAL PURPOSE 30000 COMMUNITY FOUNDATION OF JO DAVIESS COUNTY PO BOX 77 ELIZABETH IL 61028 NONE PC GENERAL PURPOSE 319500 COOPERATIVE DEVELOPMENT FUND OF CDS 997 TICONDEROGA TRAIL EAGAN MN 55123 NONE PC GENERAL PURPOSE 200000 CYN COUNSELING CENTER 18640 E BELVIDERE RD GRAYSLAKE IL 60030 NONE PC GENERAL PURPOSE 50000 DIGS WITH DIGNITY 1634 W 37TH PLACE CHICAGO IL 60609 NONE PC GENERAL PURPOSE 150000 EASTERN ILLINOIS UNIVERSITY 600 LINCOLN AVENUE CHARLESTON IL 61920 NONE PC GENERAL PURPOSE 25000 ELGIN SYMPHONY ORCHESTRA 20 DUPAGE COURT ELGIN IL 60120 NONE PC GENERAL PURPOSE 100000 ELPC 35 EAST WACKER DRIVE SUITE 1600 CHICAGO IL 60610 NONE PC GENERAL PURPOSE 400000 ENCORE MUSIC ACADEMY 87 N WILLIAMS STREET CRYSTAL LAKE IL 60014 NONE PC GENERAL PURPOSE 20000 FARMER'S FOOTPRINT - PROJECT BIOME 9450 SW GEMINI DR PMB 51154 BEAVERTON OR 97008 NONE PC GENERAL PURPOSE 10000 FEED THE HUNGRY PANTRY 8306 155TH PLACE N PALM BEACH GARDENS FL 33418 NONE PC GENERAL PURPOSE 40000 FOUR CORNERS COMMUNITY FOUNDATION 330 NORTH WALLACE AVENUE BOZEMAN MT 59715 NONE PC GENERAL PURPOSE 500000 FROM K-1 COILCRAFT INCORPORATED 1102 SILVER LAKE ROAD CARY IL 60013 NONE PC GENERAL PURPOSE 5954 GALLATIN VALLEY FOOD BANK 602 BOND STREET BOZEMAN MT 59715 NONE PC GENERAL PURPOSE 40000 GALLATIN WATERSHED COUNCIL 1128 E MAIN ST UNIT 1 BOZEMAN MT 59715 NONE PC GENERAL PURPOSE 300000 HABITAT FOR HUMANITY OF MCHENRY COUNTY 5141 BULL VALLEY RD MCHENRY IL 60050 NONE PC GENERAL PURPOSE 50000 HIGHLAND COMMUNITY COLLEGE FOUNDATION 2998 WEST PEARL CITY ROAD FREEPORT IL 61032 NONE PC GENERAL PURPOSE 350000 HOME OF THE SPARROW 4209 WEST SHAMROCK LANE UNIT B MCHENRY IL 60050 NONE PC GENERAL PURPOSE 45000 HRDC 32 SOUTH TRACY AVENUE BOZEMAN MT 59715 NONE PC GENERAL PURPOSE 300000 INDEPENDENCE HEALTH & THERAPY 12555 FARM HILL DRIVE HUNTLEY IL 60142 NONE PC GENERAL PURPOSE 75000 JEWISH FAMILY SERVICES 463 7TH AVE NEW YORK NY 10018 NONE PC GENERAL PURPOSE 25000 JO DAVIES CONSERVATION FOUNDATION 126 N MAIN ST ELIZABETH IL 61028 NONE PC GENERAL PURPOSE 100000 JO DAVIESS LOCAL FOODS 402 WEST ST ELIZABETH IL 61028 NONE PC GENERAL PURPOSE 150000 KILO WATTS FOR HUMANITY 2613 19TH AVE S SEATTLE WA 98144 NONE PC GENERAL PURPOSE 100000 LAND CONSERVANCY OF MCHENRY COUNTY 4622 DEAN STREET WOODSTOCK IL 60098 NONE PC GENERAL PURPOSE 20000 LES TURNER ALS FOUNDATION 5550 WEST TOUHY AVENUE SKOKIE IL 60077 NONE PC GENERAL PURPOSE 25000 MAIN STAY THERAPEUTIC FARM 6919 KEYSTONE ROAD RICHMOND IL 60071 NONE PC GENERAL PURPOSE 325000 MCHENRY COMMUNITY COLLEGE FOUNDATION 8900 US HWY 14 CRYSTAL LAKE IL 60012 NONE PC GENERAL PURPOSE 411000 MONTANA CONSERVATION CORPS 301 N WILLSON AVE BOZEMAN MT 59715 NONE PC GENERAL PURPOSE 250000 MONTANA FRESHWATER PARTNERS PO BOX 338 LIVINGSTON MT 59047 NONE PC GENERAL PURPOSE 195000 MOTHERLAND RHYTHM COMMUNITY 34 SOUTH LAKE STREET GRAYSLAKE IL 60030 NONE PC GENERAL PURPOSE 500000 MSU BIOREGIONS INTERNATIONAL PO BOX 6541 BOZEMAN MT 59771 NONE PC GENERAL PURPOSE 60000 NATURE CONSERVANCY OF MONTANA 40 EAST MAIN STREET 200 BOZEMAN MT 59715 NONE PC GENERAL PURPOSE 30000 NEIGHBORHOOD FOREST 5244 ZENITH AVE SOUTH MINNEAPOLIS MN 55410 NONE PC GENERAL PURPOSE 50000 NEW DIRECTIONS 93 BERKSHIRE DRIVE UNIT G CRYSTAL LAKE IL 60014 NONE PC GENERAL PURPOSE 90000 NORTHERN ILLINOIS FOOD BANK 273 DEARBORN COURT GENEVA IL 60134 NONE PC GENERAL PURPOSE 80000 NPR DEVELOPMENT PO BOX 791490 BALTIMORE MD 21279 NONE PC GENERAL PURPOSE 40000 NRDC 40 WEST 20TH STREET NEW YORK NY 10011 NONE PC GENERAL PURPOSE 50000 PADS PO BOX 428 NORTH CHICAGO IL 60064 NONE PC GENERAL PURPOSE 100000 PALM BEACH COUNTY FOOD BANK 701 BOUTWELL RD LAKE WORTH BEACH FL 33461 NONE PC GENERAL PURPOSE 250000 PLANNED PARENTHOOD 18 SOUTH MICHIGAN AVENUE CHICAGO IL 60603 NONE PC GENERAL PURPOSE 500000 POVERTY 2 PROSPERITY PO BOX 2507 MENLO PARK CA 94026 NONE PC GENERAL PURPOSE 100000 PRICKLY PEAR LAND TRUST 40 WEST LAWRENCE STREET STE A HELENA MT 59624 NONE PC GENERAL PURPOSE 120000 RAMP 3668 16TH STREET SAN FRANCISCO CA 94114 NONE PC GENERAL PURPOSE 100000 RAUE CENTER FOR THE ARTS 26 NORTH WILLIAMS STREET CRYSTAL LAKE IL 60014 NONE PC GENERAL PURPOSE 450000 RICHMOND FOOD PANTRY 5512 MAY AVENUE RICHMOND IL 60071 NONE PC GENERAL PURPOSE 10000 RIVER BEND FOOD BANK 4010 KIMMEL DR DAVENPORT IA 52802 NONE PC GENERAL PURPOSE 40000 RIVER RIDGE COMMUNITY SCHOOL DISTRICT 210 4141 IL ROUTE 84 HANOVER IL 61041 NONE PC GENERAL PURPOSE 57160 RIVERVIEW CENTER 1789 ELM STREET DUBUQUE IA 52001 NONE PC GENERAL PURPOSE 150000 SEATTLE ARTISTS LEAGUE 5516 4TH AVE S SEATTLE WA 98108 NONE PC GENERAL PURPOSE 90000 SEVEN GENERATIONS AHEAD 1049 LAKE STREET OAK PARK IL 60301 NONE PC GENERAL PURPOSE 100000 SHELTER CARE MINISTRIES 218 7TH STREET ROCKFORD IL 61104 NONE PC GENERAL PURPOSE 55000 SOUTHERN POVERTY LAW CENTER 403 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE PC GENERAL PURPOSE 500000 STERLING ROCK FALLS YMCA 2505 YMCA WAY STERLING IL 61081 NONE PC GENERAL PURPOSE 97000 STOCKTON EDUCATION FOUNDATION 540 N RUSH STREET STOCKTON IL 61085 NONE PC GENERAL PURPOSE 200000 STOCKTON HERITAGE MUSEUM 107 W FRONT AVE STOCKTON IL 61085 NONE PC GENERAL PURPOSE 3600 SUFFIELD ACADEMY 185 NORTH MAIN STREET SUFFIELD CT 06078 NONE PC GENERAL PURPOSE 350000 TIMBER LAKE PLAYHOUSE 8215 BLACK OAK ROAD MOUNT CARROLL HISTORIC IL 61053 NONE PC GENERAL PURPOSE 60000 TURNING POINT 11019 US 14 WOODSTOCK IL 60098 NONE PC GENERAL PURPOSE 125000 TUTORING CHICAGO 2145 N HALSTED ST CHICAGO IL 60614 NONE PC GENERAL PURPOSE 20000 TWO BY TWO CHARACTER DEVELOPMENT 3250 KENNEDY CIR SUITE 5 DUBUQUE IA 52002 NONE PC GENERAL PURPOSE 300000 TYLER'S JUSTICE CENTER FOR CHILDREN 400 W FRONT AVE STOCKTON IL 61085 NONE PC GENERAL PURPOSE 25000 UNION LEAGUE BOYS & GIRLS CLUB 65 WEST JACKSON BLVD CHICAGO IL 60604 NONE PC GENERAL PURPOSE 75000 WARREN CONSOLIDATED SCHOOLS 31300 ANITA WARREN MI 48093 NONE PC GENERAL PURPOSE 125000 WEST PALM BEACH LIBRARY FOUNDATION 411 CLEMATIS ST 3RD FLOOR WEST PALM BEACH FL 33401 NONE PC GENERAL PURPOSE 75000 WILD SALMON CENTER 721 NW NINTH AVENUE SUITE 300 PORTLAND OR 97209 NONE PC GENERAL PURPOSE 250000 11411214 0 14 995151 14 642065 15 478676 18 2102444 INTEREST INCOME - K-1 310000 121522 DIVIDEND INCOME - K-1 310000 656374 ORDINARY BUSINESS INCOME K-1 310000 10341849 ORDINARY LOSS - FOUNDING PARTNERS 310000 -12 11119733 4218336 0 15338069 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 42613 10814 0 SCHWAB 28866682 50520808 GOLDMAN SACHS PRICED SECURITIES 10828122 15629974 LORING 6250000 6250000 OTHER INVESTMENTS-COILCRAFT AND FOUNDING PARTNERS FUND AT COST 58683543 58383543 DIVIDENDS RECEIVABLE 12243 6080 6080 PORTFOLIO EXPENSE - FOUNDING PARTNERS 838 838 0 NDE - COILCRAFT 45070 0 0 FOUNDING PARTNERS 415209 415209 415209 COILCRAFT - OTHER TAX-EXEMPT 63065 0 63065 GOLDMAN SACHS 402 402 402 INTEREST INCOME - K-1 121522 121522 DIVIDEND INCOME - K-1 656374 656374 ORDINARY BUSINESS INCOME K-1 10341849 10341849 ORDINARY LOSS - FOUNDING PARTNERS -12 -12 INVESTMENT FEES - HARTLINE 297565 297565 0 INVESTMENT FEES - GOLDMAN 145962 145962 0 INVESTMENT FEES - LORING 58867 58867 0 FOREIGN TAXES WITHHELD 241841 4584 0 STATE TAXES 275100 0 0 FEDERAL TAXES 1901596 0 0