2024-04-26T11:25:16-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990PF 2022-10-01 363428676 BURTON W RUDER FAMILY FOUNDATION BURT 8474327755 2238 EGANDALE ROAD HIGHLAND PARK IL 600352502 BURTON RUDER PRESIDENT 8474327755 2024-04-03 1 BURTON RUDER 999009999 0 CATHERINE M KANE P00404366 6305738600 2024-02-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 331017 X X 52 52 7412 7412 18500 39113 18500 292 0 26256 25964 0 0 0 3885 1943 1942 2077 1039 1038 110 0 110 6072 2982 3090 35099 35099 41171 2982 38189 -14915 22982 11646 13492 13492 173324 159282 244846 54178 51607 72679 239148 224381 331017 0 0 X 238643 238643 0 0 505 -14262 239148 224381 239148 224381 239148 -14915 148 224381 0 224381 ISHARES CORE S&P MID CAP ETF IV P 2009-05-18 2022-12-02 4312 944 3368 3368 ISHARES CORE S&P SMALL CAP ETF P 2009-05-18 2022-12-02 2107 449 1658 1658 VANGUARD S&P 500 ETF P 2021-07-16 2022-12-02 3697 4009 -312 -312 BLACKROCK STRATEGIC INCOME OPPS INSTL P 2017-07-26 2023-04-05 3000 3218 -218 -218 OAKMARK EQUITY AND INCOME INVESTOR P 2009-05-28 2023-04-05 4000 2827 1173 1173 OAKMARK GLOBAL INVESTOR P 2009-05-28 2023-04-05 8000 2571 5429 5429 ISHARES CORE S&P SMALL CAP ETF P 2009-05-18 2023-08-15 2008 428 1580 1580 ISHARES CORE S&P MID CAP ETF IV P 2009-05-18 2023-08-15 3941 833 3108 3108 OAKMARK EQUITY AND INCOME INVESTOR P 2009-05-28 2023-08-15 8048 5334 2714 2714 18500 319 0 319 0 319 971 0 0 0 971 0 652 652 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A BURTON RUDER 8474327755 2238 EGANDALE HIGHLAND PARK IL 60035 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BURTON RUDER 2238 EGANDALE ROAD HIGHLAND PARK IL 60035 PRESIDENT, TRES. & DIR 0.10 0 0 0 LINDA RUDER 2238 EGANDALE ROAD HIGHLAND PARK IL 60035 SECRETARY & DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 335866 12095 0 347961 0 0 347961 5219 342742 17137 17137 319 319 16818 0 16818 0 16818 38189 0 38189 16818 0 0 4494 4640 4469 5386 15840 34829 38189 0 0 0 16818 21371 0 0 56200 0 0 0 0 0 0 4494 51706 4640 4469 5386 15840 21371 BURTON RUDER LINDA RUDER X ALIGHT 1325 QUINCY ST NE SUITE A1 MINNEAPOLIS MN 55413 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 ALS FOUNDATION 5550 W TOUHY AVENUE SKOKIE IL 60077 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 100 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET STE 1100 NEW YORK NY 10018 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 250 BRENNAN CENTER FOR JUSTICE 120 BROADWAY SUITE 1750 NEW YORK NY 10271 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 250 BRIDGE COMMUNITIES 500 ROOSEVELT ROAD GLEN ELLYN IL 60137 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 250 CDC FOUNDATION 600 PEACHTREE ST NE STE 1000 ATLANTA GA 30308 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 CHICAGO ARTS PARTNERSHIP IN EDUCATION 1010 W 35TH STREET STE 697 CHICAGO IL 60609 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 350 CHICAGO BOTANIC GARDENS 1000 LAKE COOK ROAD GLENCOE IL 60022 NONE PC ARTISTIC, SOCIAL AND EDUCATION PURPOSES 200 DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 217415030 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 1000 FEEDING AMERICA 35 E WACKER DRIVE SUITE 2000 CHICAGO IL 60601 NONE PC ARTISTIC, SOCIAL AND EDUCATION PURPOSES 1000 FISHER CENTER FOR ALZHEIMERS PO BOX 220 NEW YORK NY 10150 NONE PC ARTISTIC, SOCIAL AND EDUCATION PURPOSES 1500 HIGHLAND PARK COMMUNITY FOUNDATION PO BOX 398 HIGHLAND PARK IL 60035 NONE PC ARTISTIC, SOCIAL AND EDUCATION PURPOSES 2000 HOMES FOR OUR TROOPS 6 MAIN STREET TAUNTON MA 02780 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 JAC EDUCATION FOUNDATION PO BOX 541 HIGHLAND PARK IL 60035 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 1000 JEWISH NATIONAL FUND 78 RANDALL AVENUE ROCKVILLE CENTER NY 11570 NONE PC ARTISTIC, SOCIAL AND EDUCATION PURPOSES 500 JEWISH UNITED FUND 30 S WELLS ST CHICAGO IL 60606 NONE PC ARTISTIC, SOCIAL AND EDUCATION PURPOSES 7500 KESHET 610 ACADEMEY DRIVE NORTHBROOK IL 60062 NONE PC ARTISTIC, SOCIAL AND EDUCATION PURPOSES 2000 MARWEN 833 N ORLEANS STREET CHICAGO IL 60610 NONE PC ARTISTIC, SOCIAL AND EDUCATION PURPOSES 350 MISERICORDIA 6300 N RIDGE AVENUE CHICAGO IL 60660 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 1000 MUSEUM OF CONTEMPORARY ART 220 EAST CHICAGO AVENUE CHICAGO IL 60611 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 250 NORTHERN ILLINOIS FOOD BANK 13950 BUSINESS CENTER DRIVE LAKE FOREST IL 60045 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 ORBIS 52 VANDERBILT AVE 8TH FLOOR NEW YORK NY 10017 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 PLANNED PARENTHOOD 18 S MICHIGAN AVE 6TH FLOOR CHICAGO IL 60603 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 RONALD MCDONALD CHARITIES 1301 22ND STREET 905 OAK BROOK IL 60523 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 1000 SMILE 633 THIRD STREET NEW YORK NY 10017 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 1000 ST JUDE CHILDREN'S HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 US HOLACAUST MEMORIAL PO BOX 1852 HIGHLAND PARK IL 60035 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 1000 WITS FOUNDATION 150 N UPPER WACKER DR STE 1120 CHICAGO IL 60606 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 2000 WOUNDED WARRIOR PROJECT - FAMILY SUPPORT 920 S 107TH AVENUE SUITE 250 OMAHA NE 68114 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 WTTW 5400 N SAINT LOUIS AVENUE CHICAGO IL 60625 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 600 ACLU 150 N MICHIGAN AVENUE 600 CHICAGO IL 60601 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 25 CHARITY NAVIGATOR 299 MARKET STREET SUITE 250 SADDLE BROOK NJ 07663 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 50 FINCA 1201 15TH STREET NW 8TH FLOOR WASHINGTON DC WA 20005 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 HAIS PO BOX 97077 WASHINGTON DC WA 200907077 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 250 MAUI FOOD BANK 760 KOLU ST WAILUKU HI 96793 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 MAUI UNITED WAY 95 MAHALANI ST 24 WAILUKU HI 96793 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 MERCY SHIP FOUNDATION 3400 DEATA DRIVE RANCHO CORDOVA CA 95670 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 NAT'L ALLIANCE OF MENTAL HEALTH 4301 WILSON BLVD SUITE 300 ARLINGTON VA 22203 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 350 ONE ACRE FUND 1954 FIRST STREET 183 HIGHLAND PARK IL 60035 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 PARALYZED VETERANS OF AMERICA 801 EIGHTEENTH STREET NW WASHINGTON DC WA 200063517 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 250 PROJECT ORBIS INTERNATIONAL 52 VANDERBILT AVE 8TH FLOOR NEW YORK NY 10017 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 SANDY HOOK PROMISE FOUNDATION PO BOX 3489 NEWTON CT 06470 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 SEASAME WORKSHOP 1900 BROADWAY NEW YORK NY 10023 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 250 SPECIAL OLYMPICS ILLINOIS 605 E WILLIAM ST NORMAL IL 61761 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 500 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE PC ARTISTIC, SOCIAL AND EDUCATION SERVICES 324 35099 0 14 52 14 7412 522210 292 18 18500 292 25964 0 26256 0 0 0 0 0 0 0 0 0 0 CLIFTONLARSONALLEN LLP 3885 1943 1942 OAKMARK GLOBAL 12177 37919 PIMCO DYNAMIC BOND INST 39430 34760 ISHARES S&P MIDCAP 11690 52471 ISHARES S&P SMALLCAP 6563 28948 MSCI EAFE INDEX FUND 45548 45625 BLACKROCK STRAT. INCOME 38321 36120 VANGUARD S&P 500 ETF 57160 81682 CREDIT CARD REWARDS 292 0 292 ADJUSTMENT PRIOR YEAR 148 CONSULTING FEES 2077 1039 1038 ILLINOIS TAX 110 0 110