2024-07-22T09:19:32-07:00 2023-12-31 ACCOUNTING CONCEPTSLYNN RUBIN CPA 2550 CRAWFORD AVENUE SUITE 6 EVANSTON IL 60201 990PF 2023-01-01 363553652 ROTHMAN CHARITABLE TRUST ROTH 3125780900 53 W JACKSON BLVD CHICAGO IL 60604 JOEL S ROTHMAN CO-TRUSTEE 3125780900 2024-05-10 true JOEL ROTHMAN XXX-XX-XXXX true LYNN RUBIN CPA P00097662 8477331040 2024-07-22 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X X 1131851 X 202715 117 117 15944 15944 0 0 0 13 13 218789 16074 0 0 0 4986 4986 4986 7218 7211 7 0 0 12204 12197 4993 35306 35306 47510 12197 40299 171279 3877 0 46678 27800 27800 0 0 433701 471743 985180 0 28436 37662 118871 0 0 0 0 508815 537205 1131851 0 0 0 0 0 X 508815 537205 508815 537205 508815 537205 508815 171279 664 680758 143553 537205 11 AMERN TOWER CORP REIT P 2023-01-12 2023-05-30 2004 0 2556 -552 0 0 0 -552 36 EOG RESOURCES INC P 2023-01-01 2023-02-24 4106 0 4816 -710 0 0 0 -710 26 EOG RESOURCES INC P 2022-10-25 2023-03-16 2667 0 3453 -786 0 0 0 -786 125 ISHARES RUSSELL 2000 ETF P 2022-11-18 2023-10-16 21620 0 22878 -1258 0 0 0 -1258 33 JOHNSON & JOHNSON P 2022-10-24 2023-08-01 5549 0 5648 -99 0 0 0 -99 23 NEXSTAR MEDIA GROUP P 2022-10-25 2023-03-03 4195 0 4373 -178 0 0 0 -178 24 RALPH LAUREN CORP P 2023-01-24 2023-04-10 2767 0 3041 -274 0 0 0 -274 9 UNION PACIFIC CORP P 2022-10-24 2023-03-15 1721 0 1742 -21 0 0 0 -21 10 WASTE MANAGEMENT P 2022-10-24 2023-07-19 1666 0 1622 44 0 0 0 44 10 WASTE MANAGEMENT P 2022-10-24 2023-08-07 1611 0 1622 -11 0 0 0 -11 129 NEXTERA ENERGY PARTN LP P 2022-10-01 2023-10-12 2763 0 9324 -6561 0 0 0 -6561 25 ISHARES RUSSELL 2000 ETF P 2018-04-24 2023-10-16 4324 0 3857 467 0 0 0 467 -9939 -3845 54 0 54 0 54 4057 0 4057 -4057 4003 4003 false false false false false false false true true IL true false false false false true N/A JOEL S ROTHMAN 3125780900 53 W JACKSON BLVD STE 1201 CHICAGO IL 60604 false false false false false false false false false false false false false false false false false false false false false JOEL S ROTHMAN 741 WESTWOOD LANE WILMETTE IL 60091 CO-TRUSTEE 1.00 0 0 0 JERI J ROTHMAN 741 WESTWOOD LANE WILMETTE IL 60091 CO-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 851795 24808 0 876603 0 876603 13149 863454 43173 43173 54 54 43119 43119 43119 40299 40299 43119 0 55887 3543 0 225102 284532 40299 0 0 0 40299 0 2820 2820 281712 0 0 0 0 0 281712 53067 3543 0 225102 0 NONE NONE X ACLU FOUNDATION 125 BROAD STREET 18TH FL NEW YORK NY 10004 PC SOCIAL SERVICES 500 ADL - ANTI DEFAMATION LEAGUE 605 THIRD AVE NEW YORK NY 101583560 PC SOCIAL SERVICES 500 AJC- AMERICAN JEWISH COMITTEE 55 E MONROE ST CHICAGO IL 60603 PC SOCIAL SERVICES 1000 AMERICAN TECHNION SOCIETY 55 EAST 59TH STREET NEW YORK NY 10022 PC EDUCATION 5000 ARK 6450 N CALIFORNIA AVE CHICAGO IL 60645 PC SOCIAL SERVICES 180 ART INSTITUTE 111 S MICHIGAN AVE CHICAGO IL 60603 PC ARTS 410 BETH HILLEL BNAI EMUNAH 3220 BIG TREE LANE WILMETTE IL 60091 PC RELIGIOUS 4200 CHICAGO ARCHITECTURE FOUNDATION 111 E WACKER DR CHICAGO IL 60601 PC EDUCATION 110 CHICAGO BOTANIC GARDENS 1000 LAKE COOK RD GLENCOE IL 60022 PC EDUCATION 189 CHICAGO JEWISH HISTORICAL SOCIETY 610 S MICHIGAN AVE CHICAGO IL 60605 PC EDUCATION 40 CHICAGO HISTORY MUSEUM 1601 N CLARK STREET CHICAGO IL 60614 PC EDUCATION 130 CHICAGO SUN-TIMES 848 E GRAND AVE CHICAGO IL 60611 PC LITERARY 60 CLASSIC STAGE THEATER 136 EAST 13TH ST NEW YORK NY 10003 PC ARTS 130 COLORADO 14ERS - APPELSON FUND 1511 WASHINGGTON AVE GOLDEN CO 804011976 PC ARTS 50 CONGRESSIONAL COALITION ON ADOPTION INSTITUTE 718 7TH ST NW WASHINGTON DC 20001 PC SOCIAL SERVICES 100 THE CRADLE 2049 RIDGE AVENUE EVANSTON IL 60201 PC SOCIAL SERVICES 200 DANCERS OVER 40 PO BOX 2103 NEW YORK NY 10101 PC ARTS 35 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 PC MEDICAL AID 500 FRACTURED ATLAS VOICES FESTIVAL PO BOX 55 HARTSDALE NY 10530 PC ARTS 500 FRICK MUSEUM 945 MADISON AVE AT 75TH STREET NEW YORK NY 10021 PC EDUCATION 130 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PLACE CHICAGO IL 60632 PC SOCIAL SERVICES 250 GRIN 2B FOUNDATION PO BOX 481223 NILES IL 60714 PC SOCIAL SERVICES 500 HIAS PO BOX 97077 WASHINGTON DC 200907007 PC SOCIAL SERVICES 500 INTERNATIONAL JACK BENNY FAN CLUB PO BOX 11288 PIEDMONT CA 94611 PC EDUCATION 250 JEWISH MUSEUM 1109 5TH AVE AT 92ND ST NEW YORK NY 10128 PC EDUCATION 115 JEWISH NATIONAL FUND 42 EAST 69TH ST NEW YORK NY 10021 PC SOCIAL SERVICES 500 JEWISH UNITED FUND 30 S WELLS ST CHICAGO IL 60606 PC SOCIAL SERVICES 2000 KESHET 600 ACADEMY DR 130 NORTHBROOK IL 60062 PC SOCIAL SERVICES 100 LINCOLN PARK ZOO 2001 N CLARK ST CHICAGO IL 60614 PC EDUCATION 95 MABEL MERCER FOUNDATION 630 NINTH AV STE 402 NEW YORK NY 10036 PC SOCIAL SERVICES 700 MATHER ALUMNI FUND 5835 N LINCOLN AVE CHICAGO IL 60659 PC SOCIAL SERVICES 100 METROPOLITAN MUSEUM OF ART 1000 5TH AVE NEW YORK NY 10028 PC EDUCATION 110 MUSEUM OF SCIENCE AND INDUSTRY 5700 S LAKE SHORE DRIVE CHICAGO IL 60637 PC EDUCATION 270 NATIONAL MS SOCIETY 733 THIRD AVE 3RD FLOOR NEW YORK NY 10017 PC SOCIAL SERVICES 150 NATIONAL TRUST FOR HISTORIC PRESERVATION 2600 VIRGINIA AVE NW STE 1100 WASHINGTON DC 20037 PC EDUCATION 50 NATURE CONSERVANCY 4245 N FAIRFAX DRIVE STE 100 ARLINGTON VA 22203 PC ENVIRONMENTAL 100 NEUE GALLERIE 1048 5TH AVE NEW YORK NY 10028 PC ARTS 125 NEW YORK CITY CENTER DEVELOPMENT 131 W 55TH ST NEW YORK NY 10019 PC ARTS 100 NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60208 PC EDUCATION 100 NRDC 40 WEST 20TH STREET NEW YORK NY 10011 PC SOCIAL SERVICES 100 ORT AMERICA 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 PC EDUCATION 10000 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 200907166 PC SOCIAL SERVICES 500 PORCHLIGHT MUSIC THEATRE 1016 N DEARBORN ST CHICAGO IL 60639 PC ARTS 50 RICHARD WEST JR HIGH SCHOOL 400 S GREENVILLE RICHARDSON TX 75080 PC EDUCATION 52 SANDLER AT HOME VIRTUAL MEMERSHIP - JCC 21050 95TH AVE S BOCA RATON FL 33428 PC LITERARY 200 SARAH SIDDONS SOCIETY 205 N MICHIGAN AVE STE 810 CHICAGO IL 60601 PC LITERARY 450 SHALVA PO BOX 46375 CHICAGO IL 60646 PC SOCIAL SERVICES 100 SHED THE MEMBERSHIP 545 W 30TH STREET NEW YORK NY 10001 PC ARTS 475 TUBEROUS SCLEROSIS ALLIANCE 801 ROEDER ROAD STE 750 SILVER SPRINGS MD 20910 PC MEDICAL 100 WBAI 388 ATLANTIC AVE BROOKLYN NY 11217 PC LITERARY 50 WBEZ 848 E GRAND AVE CHICAGO IL 60611 PC LITERARY 250 WDCB PUBLIC RADIO 425 FAWELL BLVD GLEN ELLYN IL 60137 PC LITERARY 100 WTTW 5400 N ST LOUIS CHICAGO IL 60625 PC LITERARY 150 YORK THEATER 619 LEXINGTON AVE NEW YORK NY 10022 PC ARTS 2650 35306 14 117 14 15944 14 -9939 CAPITAL GAIN DISTRIBUTIONS 14 13 NON-DIVIDEND DISTRIBUTIONS 14 664 6799 6799 8 FUNDS AVAILABLE TO DONATE TO QUALIFIED CHARITABLE ORGANIZATIONS. false false false false false false false false false false X X 1 JOEL JERI ROTHMAN 741 WESTWOOD LANE WILMETTE IL 60091 202715 X ACCOUNTING CONCEPTS TAX RETURN PREPARATION 0 ABBOTT LABORATORIES - 76 SHARES 7419 8365 ABBVIE INC - 35 SHARES 5354 5424 ACCENTURE PLC - 11 SHARES 3009 3860 ANSYA INC - 175 SHARES 3831 63504 APPLE INC - 49 SHARES 7245 9434 ARES MANAGEMENT CORP - 56 SHARES 4525 6660 ASTRAZENECA PLC - 138 SHARES 7647 9294 BLACKSTONE INC - 105 SHARES 9107 13747 BROADRIDGE FINL SOLU - 27 SHARES 3810 5555 BROOKFIELD ASSET MANAG - 9 SHARES 261 362 BROOKFIELD CORP - 36 SHARES 0 1444 BROOKFIELD INFRASTRUCT - 128 SHARES 5139 4516 BROOKFIELD RENEWABLE - 204 SHARES 14302 13503 CHARLES SCHWAB CORP - 79 SHARES 5564 5435 CME GROUP INC - 51 SHARES 9098 10741 COMCAST CORP NEW - 74 SHARES 2317 3245 DICKS SPORTING GOODS - 30 SHARES 3414 4409 ELEVANCE HEALTH INC - 25 SHARES 13111 11789 GOLDMAN SACHS GRP - 5 SHARES 1642 1929 HOME DEPOT INC - 8 SHARES 2238 2772 IBM CORP - 59 SHARES 7828 9649 ISHARES RUSSELL 2000 - 525 SHARES 58569 105373 JPMORGAN CHASE & CO - 30 SHARES 3652 5103 LILLY ELI & CO - 17 SHARES 5947 9910 L3HARRIS TECHNOLOGIES - 43 SHARES 10722 9057 MERCK & CO INC - 65 SHARES 6621 7086 MICROCHIP TECHNOLOGY - 109 SHARES 7690 9830 MICROSOFT CORP - 35 SHARES 8575 13161 MORGAN STANLEY - 33 SHARES 2604 3077 NESTLE SA - 375 SHARES 8833 43361 NEXTERA ENERGY INC - 79 SHARES 5856 4798 ONEOK INC - 106 SHARES 5912 7443 REINSURANCE GP AMER - 120 SHARES 6003 19414 ROBERT HALF INTL - 27 SHARES 1958 2374 SCHWAB 1000 INDEX FUND - 2,141.5470 78078 219230 TEXAS INSTRUMENTS - 29 SHARES 4655 4942 VANGUARD TOTAL STOCK MKT - 2,706.6100 128352 313886 VICI PROPERTIES INC - 316 SHARES 9441 10074 XCEL EMERGY INC - 23 SHARES 1414 1424 AMERN TOWER CORP - 55 SHARES 11282 11873 EQUINIX INC - 5 SHARES 2666 4027 EQUITY LIFESTYLE PPT - 1,280 SHARES 13808 90291 IRON MTN INC NEW - 65 SHARES 3100 4549 PROLOGIS INC - 61 SHARES 6806 8131 NET ASSET ADJUSTMENT 143553 CAPITAL GAINS DISTRIBUTION 13 13 NON DIVIDEND DISTRIBUTION 664 CIBC FOUNDATION INVESTMENT ADVISOR 4986 ILLINOIS CHARITY BUREAU FUND 15 8 7 UNITED STATES TREASURY 7000 7000 FOREIGN TAX 203 203