2024-08-12T15:55:22-07:00 2023-12-31 362770129 The Law Offices of Marc J Lane PC 70 W Madison St Ste 2050 Chicago IL 60602 990PF 2023-01-01 464374221 Kramer Charitable Foundation KRAM 3123721040 70 W Madison Street 2050 Chicago IL 60602 Gregory W Kramer President 2024-08-12 true true Joshua S Kreitzer P01692290 3123721040 2023 2024-08-08 14:25:15Z X 833960 X X 7675 7675 7675 14950 14950 14950 73765 554660 73801 2830 99220 96426 22625 7123 7123 100 100 390 390 8775 8775 16388 9265 7123 61000 61000 77388 9265 68123 21832 87161 22625 -2367 553064 477489 544598 207799 296362 291733 -4 760863 773851 833960 20736 3502 20736 3502 X 740127 770349 740127 770349 760863 773851 740127 21832 8390 770349 770349 150 3M Co P 2023-06-30 2023-12-26 13531 15042 -1511 -1511 250 Sprott Physical Gold & S P 2023-02-02 2023-10-27 4600 4698 -98 -98 20 Shockwave Medical Inc P 2021-11-23 2023-10-27 4111 3860 251 251 25 Safety Insurance Group P 2021-05-18 2023-10-27 1877 2146 -269 -269 100 Marathon Petroleum Corp P 2021-11-21 2023-11-09 14400 11997 2403 2403 2 Agnico Eagle Mines LTD P 2023-04-03 2023-10-27 96 102 -6 -6 25 AAR Corp Com P 2023-01-24 2023-02-03 1315 1206 109 109 175 AAR Corp Com P 2023-01-24 2023-03-20 9101 8444 657 657 225 Ark ETF TR Innovation ETF P 2023-11-10 2023-01-03 7164 8547 -1383 -1383 0.2 Agnico Eagle Mines LTD P 2023-04-03 2023-04-11 11 10 1 1 50 American Tower Corp Com P 2022-12-02 2023-01-24 10746 10914 -168 -168 10,000 BNP Paribas Note M/W Rev Conv Mthly CLBL P 2023-05-19 2023-08-28 10000 9925 75 75 150 BHP Group LTD ADR Sponsored P 2022-12-02 2023-02-02 10098 9285 813 813 75 Bill Holdings Inc Com P 2023-05-31 2023-06-12 8381 7294 1087 1087 100 Cheniere Energy Inc Com P 2022-11-21 2023-02-02 15413 16013 -600 -600 100 Cleveland Cliffs Inc Com P 2022-09-29 2023-02-02 2142 1386 756 756 25 Conagra Brands Inc Com P 2023-01-24 2023-02-14 901 937 -36 -36 275 Conagra Brands Inc Com P 2023-01-24 2023-08-11 8548 10316 -1768 -1768 300 Corning Inc Com P 2022-04-21 2023-01-24 10773 10524 249 249 100 Exxon Mobil Corp Com P 2022-11-15 2023-01-03 10904 11367 -463 -463 1000 Fed National MTG ASSN Com P 2022-11-04 2023-01-11 436 507 -71 -71 175 General Mills Inc Com P 2022-11-21 2023-02-02 13316 14247 -931 -931 25 Gladstone Land Corp 6% Cum Red PFD P 2022-07-01 2023-06-30 509 640 -131 -131 10,000 HSBC USA Inc Note M/W Rev Conv CLBL P 2022-10-27 2023-03-30 10000 9875 125 125 15,000 HSBC USA Inc Note M/W CLBL Scrty Lnkd P 2022-10-12 2023-01-17 15000 14725 275 275 50 Nextera Energy Inc Com P 2022-06-10 2023-02-03 3717 3817 -100 -100 0.350 Pan American Silver Corp Com P 2023-04-03 2023-04-11 7 6 1 1 225 Schlumberger Limited Com P 2023-01-03 2023-02-02 11742 11894 -152 -152 250 Sprott FDS TR Uranium Miners ETF P 2022-11-10 2023-08-11 8870 9258 -388 -388 3250 Yamana Gold Inc Merger P 2023-02-02 2023-04-03 19130 19495 -365 -365 275 Zim Integrated Shipping Serv Com P 2022-06-10 2023-01-24 5071 14209 -9138 -9138 220 Scorpio Tankers Inc Com P 2023-01-24 2023-02-03 10967 10232 735 735 15,000 BNP Paribas Note M/W Rev Conv Mthly CLBL P 2022-10-25 2023-04-28 15000 14650 350 350 100 Applied Materials Inc Com P 2014-04-07 2023-02-02 12309 2124 10185 10185 100 Applied Materials Inc Com P 2014-09-25 2023-02-03 12134 2162 9972 9972 5 Costco Wholesale Corp Com P 2014-04-07 2023-02-02 2617 556 2061 2061 20 Costco Wholesale Corp Com P 2024-04-07 2023-02-03 10299 4079 6220 6220 180 Duke Energy Corp Com P 2020-05-18 2023-01-03 18576 15121 3455 3455 750 Gladstone Land Corp 6% Cum Red PFD P 2022-06-10 2023-06-30 15326 19055 -3729 -3729 5 Goldman Sachs Group Inc Com P 2021-09-08 2023-02-14 1862 2046 -184 -184 400 Hormel Foods Corp Com P 2016-09-14 2023-02-02 18208 14548 3660 3660 70 Huntington Ingalls Industries Com P 2020-09-04 2023-01-24 15255 10450 4805 4805 500 LTC Properties Inc Com USD0.01 P 2021-09-10 2023-01-24 18435 18142 293 293 5 Estee Lauder Companies Inc Com CL A P 2018-09-28 2023-02-14 1278 724 554 554 50 Estee Lauder Companies Inc Com CL A P 2018-09-28 2023-06-23 9677 7239 2438 2438 50 Microsoft Corp Com P 2021-04-29 2023-01-03 12155 13181 -1026 -1026 400 National Fuel Gas Co Com P 2020-02-14 2023-02-02 23047 16874 6173 6173 50 Netapp Inc Com P 2020-08-18 2023-01-24 3348 2026 1322 1322 100 Nextera Energy Inc Com P 2014-04-07 2023-02-02 7560 2655 4905 4905 150 Nextera Energy Inc Com P 2016-03-24 2023-02-03 11196 4432 6764 6764 25 Northern Trust Corp Com P 2015-06-24 2023-02-03 2425 1949 476 476 275 Oracle Corp Com P 2017-09-19 2023-02-02 24544 13215 11329 11329 25 Safety Insurance Group P 2021-05-18 2023-02-14 2108 2146 -38 -38 75 Stryker Corp Com P 2014-04-07 2023-02-02 21069 6110 14959 14959 10 Tesla Inc Com P 2020-12-02 2023-02-02 1882 1848 34 34 25 Tesla Inc Com P 2020-12-02 2023-06-23 6467 4620 1847 1847 80 United Parcel Service Inc Com CL B P 2020-01-30 2023-02-02 15368 8784 6584 6584 200 Johnson Controls Intl PLC Com P 2021-07-27 2023-01-24 13274 14241 -967 -967 20,000 Citigrp Global Mkts Hldgs Inc Note Index P 2022-03-24 2023-03-29 11364 19975 -8611 -8611 5,000 Credit Agricole Co 0% 26F P 2023-08-30 2023-12-05 5000 5025 -25 -25 Wash Sale 36 73801 -5845 1212 1212 1212 X 8 1220 0 false false false false false false false true true DE true false false false false true N/A Marc J Lane 3123721040 70 W Madison Street Suite 2050 Chicago IL 606024256 false false false false false false false false false false false false false false false false false false false false false false Gregory W Kramer 1884 S Blue River Road Salem IN 47167 Pres/Dir 0.50 0 Joy M Kramer 1884 S Blue River Road Salem IN 47167 Sec/Trs/Dir 0.50 0 NONE NONE 787586 14547 0 802133 0 802133 12032 790101 39505 39505 1212 1212 38293 38293 38293 68123 68123 38293 39303 39303 68123 0 38293 29830 69133 0 69133 39303 29830 Joy M Kramer Kramer Charitable Foundation 70 W Madison Street Suite 2050 Chicago IL 606024256 3123721040 kramergreg@outlook.com Provide evidence of public charity status, prior year Forms 990, and any other relevant information. Not applicable Not applicable American Center for Law and Justice PO Box 90555 Washington DC 20090 PC General support 5000 Psalm 823 Mission PO Box 23259 Lexington KY 40523 PC General support 8500 Pioneers 10123 William Carey Drive Orlando FL 32832 PC General support 24000 Vienna Baptist Church 11 W Leota Road Scottsburg IN 47170 PC General support 23500 61000 14 7675 14 14950 18 2830 18 73765 99220 99220 false false false false false false false false false false Costco Wholesale Corporation Nextera Energy Inc Stryker Corp com Applied Materials Northern Trust Corp com 7797 8438 McDonald's Corp 6326 14826 Hormel Foods Corp com Oracle Corp Estee Lauder Cos Duke Energy Corp (DUK) Ecolab Inc (ECL) 15016 14876 Genuine Parts Co (GPC) 14907 20775 Huntington Ingalls Industri (HII) Mondelez International Inc (MDLZ) 19968 25351 Natl Fuel Gas Co (NFG) Netapp Inc (NTAP) 8103 17632 The Scotts Miracle-Gro Co (SMG) 17195 12750 Tesla Inc (TSLA) 27356 31060 United Parcel Service Inc (UPS) Goldman Sachs GRP Inc (GS) 29001 27004 Jabil Inc (JBL) 15206 31850 LTC Properties Inc (LTC) Microsoft Corp (MSFT) Plantir Technologies Inc C (PLTR) 7337 17170 Safety Insurance Group (SAFT) 14676 13298 Shockwave Medical Inc (SWAV) 14989 15245 Johnson Controls INTL PLC (JCI) Abbvie Inc Com (ABBV) 7559 7749 American Tower Corp (AMT) Boeing Co Com (BA) 10387 15640 BHP Group Ltd SR ADR (BHP) Cleveland-Cliffs Inc (CLF) 7293 10210 Deere & Co (DE) 14539 15995 General Mills Inc (GIS) Corning Inc (GLW) Barrick Gold Corp (GOLD) 16312 18090 Gladstone Land Corp 6%CRP R (LANDO) Cheniere Energy Inc (LNG) Marathon Petroleum Corp (MPC) Omnicom Grp Inc (OMC) 10245 12977 Phillips 66 (PSX) 13436 16643 Exonn Mobil Corp (XOM) ZIM Integrated Shipping SER (ZIM) Fed National Mtg Assn (FNMA) Agnico Eagle Mines (AEM) 6144 6582 Anglogold Ashanti PLC F (AU) 21235 18690 Cameco Corp (CCJ) 17043 25860 Descartes Sys Group F (DSGX) 10698 12604 Freeport-McMoran Inc (FCX) 17043 17028 Netflix Inc (NFLX) 8377 9738 Nvidia Corp (NVDA) 7387 7428 Pan American Silver Corp (PAAS) 9485 8475 Piedmont Lithium Inc (PLL) 20764 8469 Rio Tinto PLC (RIO) 37478 37230 Sharkninja Inc (SN) 3557 5117 Sprott Physical Gold & S (CEF) 22960 23938 Vale S A (VALE) 17670 15860 Bank of Montreal Note 0% 5/31/2024 AT COST 10025 8476 HSBC USA Inc Note 0% 09/09/2024 AT COST 19525 3780 HSBC USA Inc Note 0% 12/02/2024 AT COST 14650 5501 BNP Paribas SA 15.18% 10/31/23 AT COST CITIGROUP Global Markets 3/29/23 AT COST CITIGROUP Global Markets 12/29/25 AT COST 20025 22176 HSBC USA Inc 2/18/25 AT COST 19625 18644 HSBC USA Inc 12/30/24 AT COST HSBC USA Inc 9/2/25 AT COST 9825 9673 HSBC USA Inc 10/15/24 AT COST HSBC Holdings 2/10/25 AT COST 10025 9844 The Goldman SA 12/11/25 0.00916% AT COST 5025 5047 HSBC Holdings 6/30/26 AT COST 9875 9973 Barclays PLC 0% 12/03/26 AT COST 7025 6987 BOFA FIN LLC 5/24/28 AT COST 9975 9924 The Goldman Sachs G 11/14/28 AT COST 10025 10351 Ark Genomic Rev ETF (ARKG) AT COST 9270 9023 Ark Innovation ETF (ARKK) AT COST 8452 11783 3D Printing ETF (PRNT) AT COST 14293 11615 Global X Uranium ETF (URA) AT COST 10736 13845 Sprott Uranium Miners ETF (URNM) AT COST 36307 48270 SPDR Gold Shares ETF (GLD) AT COST 44564 47793 Energy Transfer LP (ET) AT COST 16552 17250 STAG Industrial Inc (STAG) AT COST 10563 11778 The Law Offices of Marc J. Lane, P.C. 7123 0 0 7123 Investment fees 145 145 Investment management fees 8630 8630 Other Investment Income 2830 Adjustment to assets 8390 Margin Loan 20736 3502 Excise tax on net investment income 136 136 Foreign tax paid 254 254