2024-02-21T08:44:53-06:00 2023-12-31 363856676 KUTCHINS ROBBINS & DIAMOND LTD 1051 PERIMETER DR 9TH FLOOR SCHAUMBURG IL 60173 990PF 2023-01-01 311401478 PHOEBE R & JOHN D LEWIS FOUNDATION PHOE 4142319724 5205 N IRONWOOD ROAD STE 211 GLENDALE WI 53217 LLOYD EAGAN PRESIDENT 4142319724 2024-02-15 1 LLOYD EAGAN XXX-XX-XXXX 0 MATEUSZ NIEMIEC P00815109 8472401040 2024-02-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 17816929 X X 109408 109408 267244 267244 1090156 2499139 1090156 1466808 1466808 0 0 0 3000 2250 750 101468 101320 148 8500 0 0 112968 103570 898 875000 875000 987968 103570 875898 478840 1363238 2266659 2080381 2081766 6498469 7163587 15735163 8765128 9243968 17816929 0 0 X 0 0 0 0 8765128 9243968 8765128 9243968 8765128 9243968 8765128 478840 0 9243968 0 9243968 FEDEX 2023-01-05 139648 71722 67926 67926 HOME DEPOT 2023-02-15 201483 52638 148845 148845 PARK NATIONAL CORP 2023-04-13 458229 170068 288161 288161 ADOBE SYS INC 2023-05-05 157079 72998 84081 84081 BROADCOM 2023-05-26 112463 30344 82119 82119 APPLIED MATERIALS INC 2023-06-06 40260 45038 -4778 -4778 FORTREA HOLDINGS 2023-07-21 22993 29259 -6266 -6266 ORACLE CORP 2023-08-15 46609 32032 14577 14577 BROADCOM 2023-09-21 28614 7641 20973 20973 BROADCOM 2023-09-22 24756 6549 18207 18207 DR NORTON INC 2023-09-19 9113 3396 5717 5717 DOMINION ENERGY 2023-09-14 180502 203453 -22951 -22951 ORACLE CORP 2023-09-13 25563 18258 7305 7305 BROADCOM 2023-10-11 12171 3055 9116 9116 DR NORTON INC 2023-10-30 29880 11672 18208 18208 SCHWAB CHARLES CORP 2023-10-31 165057 149742 15315 15315 VERALTO 2023-10-25 20845 2652 18193 18193 RTX CORPORATION 2023-11-16 209199 209126 73 73 PARK NATIONAL CORP 2023-12-18 422775 137415 285360 285360 BLIZZARD 2023-10-13 191900 151925 39975 39975 1090156 18949 0 18949 0 18949 11008 0 0 0 11008 0 7941 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A ROGER SCHROEDER 4142319724 5205 N IRONWOOD ROAD STE 211 MILWAUKEE WI 53217 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LLOYD EAGAN 3421 CONSERVANCY LANE MIDDLETON WI 53562 PRESIDENT 1.00 0 0 0 THEKLA METZ 1215 GREENLEAF STREET EVANSTON IL 60602 VICE PRESIDENT 1.00 0 0 0 MEREDITH DEGEN 3518 BLACKHAWK DR MADISON WI 53705 SECRETARY 1.00 0 0 0 BRADLEY LEWIS 70 SOMERSET STREET BELMONT MA 02478 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 14438955 2338937 0 16777892 0 0 16777892 251668 16526224 826311 826311 18949 18949 807362 0 807362 0 807362 875898 0 875898 807362 843233 0 0 875898 843233 0 0 32665 0 0 0 0 0 0 0 0 774697 0 0 0 X ARIZONA LAND AND WATER TRUST 2810 N ALVERNON WAY 600 TUSCON AZ 85712 NONE PC PROGRAM SUPPORT 5000 AUDOBON MASS - HABITAT 10 JUNIPER RD BELMONT MA 02478 NONE PC PROGRAM SUPPORT AND LAND ACQUISITION FUND 5000 BOYS & GIRLS CLUB OF THE NORTH COUNTRY 2572 ROUTE 302 LISBON NH 03585 NONE PC PROGRAM SUPPORT 5000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WA 20001 NONE PC PROGRAM SUPPORT 5000 CLEAN LAKES ALLIANCE 150 E GILMAN ST MADISON WI 53703 NONE PC YAHARA SOCIETY MEMBERSHIP, COMMUNITY MEETINGS, EDUCATION PROJECTS, PARTNERSHIPS OR GRANT FUNDING 21235 CONCORD ACADEMY 166 MAIN STREET CONCORD MA 01742 NONE PC ANNUAL FUND 25000 CONNECTIONS FOR THE HOMELESS 2121 DEWEY AVE EVANSTON IL 60201 NONE PC PROGRAM SUPPORT 30000 COPPER CANNON PO BOX 124 FRANCONIA NH 03580 NONE PC ANNUAL FUND 10000 CRADLES TO CRAYONS 155 N BEACON ST BRIGHTON MA 02135 NONE PC PROGRAM SUPPORT 5000 CROSSROADS 119 MYRTLE ST DUXBURY MA 02332 NONE PC C5 NEW ENGLAND LEADERS 20000 ENVIROMENTAL DEFENSE FUND 257 PARK AVE S NEW YORK NY 20020 NONE PC PROGRAM SUPPORT 10000 EPIPHANY SCHOOL 154 CENTRE ST BOSTON MA 02124 NONE PC PROGRAM SUPPORT 5000 FAMILY PROMISE NORTH SHORE PO BOX 484 GLENCOE IL 60022 NONE PC PROGRAM SUPPORT 15000 FAMILY SUPPORT AND RESOURCE CENTER 101 NOB HILL RD MADISON WI 53713 NONE PC PROGRAM SUPPORT 5000 GROUNDSWELL CONSERVANCY 303 PATERSON ST MADISON WI 53703 NONE PC PROGRAM SUPPORT 10000 HOOVER INSTITUTE 434 GALVEZ MALL STANFORD CA 94305 NONE PC PROGRAM SUPPORT 25000 INTERNATIONAL CRANE FOUNDATION PO BOX 447 BARABOO WI 53913 NONE PC PROGRAM SUPPORT 10000 MADISON COMMUNITY FOUNDATION 111 N FAIRCHILD ST SUITE 260 MADISON WI 53703 NONE PC PLANNED PARENTHOOD, TORCHLIGHT FUND 40000 MADISON COMMUNITY FOUNDATION 111 N FAIRCHILD ST SUITE 260 MADISON WI 53703 NONE PC NAMI, APT FUND, FOPBC, LITERACY NETWORK, MIDDLETON OUTREACH 34382 MANHATTAN INSTITUTE 45 W 34TH ST NEW YORK NY 10001 NONE PC PROGRAM SUPPORT 25000 MARTHA'S VINEYARD COMMUNITY SERVICES 111 EDGARTOWN RD OAK BLUFFS MA 02557 NONE PC PROGRAM SUPPORT 5000 MARTHA'S VINEYARD MUSEUM 151 LAGOON POND RD VINEYARD HAVEN MA 02568 NONE PC ANNUAL FUND, CATALYST FUND 100000 MEALS ON WHEELS NORTHEASTERN ILLINOIS 1723 SIMPSON ST EVANSTON IL 60201 NONE PC PROGRAM SUPPORT 80000 MORAN CENTER FOR YOUTH ADVOCACY 1900 A DEMPSTER ST EVANSTON IL 60202 NONE PC PROGRAM SUPPORT 20000 NATIONAL OUTDOOR LEADARSHIP SCHOOL 284 LINCOLN ST LANDER WY 82520 NONE PC PROGRAM SUPPORT 20000 NATIONAL OUTDOOR LEADARSHIP SCHOOL 284 LINCOLN ST LANDER WY 82520 NONE PC JOHN LEWIS SCHOLARSHIP FUND 25000 NELSON INST FOR ENV STUDIES 550 N PARK ST MADISON WI 53706 NONE PC ENVIRONMENTAL FUTURES FUND 15000 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 NONE PC ANNUAL FUND 25000 ONE CITY EARLY LEARNING CENTER 2012 FISHER ST MADISON WI 53713 NONE PC PROGRAM SUPPORT 20000 PINEY WOODS SCHOOL 5096 HIGHWAY 49 SOUTH PINEY WOODS MS 39148 NONE PC ANNNUAL FUND 20000 PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 NONE PC PROGRAM SUPPORT 25000 REFUGEEONE 6008 N CALIFORNIA AVE CHICAGO IL 60659 NONE PC PROGRAM SUPPORT 20000 ROCKFORD FAMILY PLANNING FOUNDATION 2205 SOUTH PERRYVILLE RD ROCKFORD IL 61108 NONE PC PROGRAM SUPPORT 5000 SHERIFF'S MEADOW FOUNDATION PO BOX 1088 VINEYARD HAVEN MA 02568 NONE PC TRAIL FUND 50000 SQUASH BUSTERS 795 COLUMBUS AVE BOSTON MA 02120 NONE PC PROGRAM SUPPORT 10000 SUFFIELD ACADEMY 185 N MAIN ST SUFFIELD CT 06078 NONE PC AQUATICS PROGRAM 5000 THE CHILDREN'S ROOM 1210 MASSACHUSETTS AVE ARLINGTON MA 02476 NONE PC PROGRAM SUPPORT 5000 U OF CHICAGO-DEPT OF RADIOLOGY 1215 GREENLEAF ST CHICAGO IL 60637 NONE PC PROGRAM SUPPORT 10000 URBAN LEAGUE OF GREATER MADISON 2222 S PARK STREET STE 200 MADISON WI 53713 NONE PC BLACK BUSINESS HUB, HOME OWNERSHIP EDUCATION AND FINANCIAL COACHING PROGRAM 34383 FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION 510 WALNUT STREET SUITE 510 PHILADELPHIA PA 19106 NONE PC PROGRAM SUPPORT 10000 BANDERLAND BIRD ALLIANCE 211 S PETERSON ST 340 MADISON WI 53703 NONE PC PROGRAM SUPPORT 35000 ATTIC ANGEL ASSOCIATION 640 JUNCTION RD MADISON WI 53717 NONE PC PROGRAM SUPPORT 5000 THE BOSTON FOUNDATION PO BOX 843027 BOSTON MA 022843027 NONE PC PROGRAM SUPPORT 10000 OPEN LEARNING EXCHANGE 1 BROADWAY BROADWAY 14TH FLOOR CAMBRIDGE MA 02142 NONE PC BELMONT VOICE 10000 875000 0 14 109408 14 267244 18 1090156 0 1466808 0 1466808 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 3000 2250 750 ABBOTT LAB - 1550 SHS 59291 170609 ACCENTURE PLC SHS CL A NEW - 2780 SHS 88823 975530 ALPHABET INC CAP STK CL A - 9140 SHS 164531 1276767 ALPHABET INC CAP STK CL C - 7300 SHS 135134 1028789 APPLIED MATERIALS INC COM - 1512 SHS 210892 245050 BROADCOM INC - 265 SHS 57850 295806 CELANESE CORP DEL COM STK - 1581 SHS 175900 245640 CHEVRON CORP - 1219 SHS 77457 181826 COCA COLA CO - 3509 SHS 182414 206785 COSTCO WHOLESALE CORP - 2079 SHS 436070 1372306 D R HORTON INC - 2269 SHS 88022 344843 DANAHER CORP - 855 SHS 30256 197796 DUKE ENERGY CORP NEW - 2222 SHS 173809 215623 FASTENAL CO - 5090 SHS 75446 329679 GOLDMAN SACHS GROUP INC COM - 596 SHS 239156 229919 HOME DEPOT INC - 1654 SHS 265607 573194 INTERCONTINENTAL EXCHANGE INC COM - 1550 SHS 73185 199067 JOHNSON & JOHNSON COM - 1053 SHS 131192 165047 KEYSIGHT TECHNOLOGIES INC - 1250 SHS 138443 198863 KROGER CO - 4174 SHS 136807 190794 LAB CORP AMER HLDGS COM NEW - 917 SHS 218897 208425 MERCK & CO INC NEW - 1991 SHS 89040 217059 META PLATFORMS INC - 714 SHS 100502 252727 MICROSOFT CORP COM - 790 SHS 21557 297072 ORACLE CORP - 2347 SHS 71244 247444 PFIZER INC - 5571 SHS 124463 160389 PNC FINANCIAL SERVICES GROUP - 3820 SHS 258013 591527 S.W AIRL CO COM - 12200 SHS 420423 352336 SCHWAB CHARLES CORP COM NEW - 7090 SHS 227141 487792 T ROWE PRICE GROUP INC - 4150 SHS 361661 446914 THERMO FISHER CORP - 327 SHS 42718 173568 TJX COS INC COM NEW - 1890 SHS 148855 177301 TYSON FOODS INC CL A - 3765 SHS 230703 202369 UNITEDHEALTH GROUP INC - 1645 SHS 117712 866043 VERIZON COMMUNICATIONS - 4069 SHS 201035 153401 VISA INC COM CL A STK - 3315 SHS 275950 863060 ADR GSK PLC - 3490 SHS 124037 129339 EOG RESOURCES INC COM - 1514 SHS 202303 183118 FISERV INC COM - 1025 SHS 125831 136161 INTERNATIONAL BUSINESS MACHS - 1317 SHS 184198 215395 L3HARRIS TECHNOLOGIES INC COM - 1173 SHS 218761 247057 MARRIOTT INTL INC NEW COM - 832 SHS 147622 187624 TRACTOR SUPPLY CO COM - 620 SHS 135028 133319 UNITED PARCEL SVC INC CL - 1029 SHS 175608 161790 INVESTMENT MGT FEE 101271 101271 0 FILING FEES 197 49 148 ESTIMATED EXCISE TAX PAID - CURRENT YEAR 8500 0 0