2025-05-07T10:06:55-05:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990PF 2024-01-01 364200766 CLINGEN FOUNDATION LTD C/O BP CAPITAL MANAGEMENT CLIN 6303683700 2211 BUTTERFIELD RD 100 DOWNERS GROVE IL 60515 BRIAN CLINGEN PRESIDENT 6303683700 2025-05-02 1 0 BRIAN CARTER P00369660 3122071040 2025-05-02 2024 2025-03-06 01:10:19Z X 6880756 X X 281362 281362 40426 40426 114386 854110 114386 950 0 437124 436174 0 0 0 5276 0 0 2500 2500 0 15 0 0 2650 667 0 10441 3167 0 379730 379730 390171 3167 379730 46953 433007 548532 463067 463067 6271471 6368505 6417689 6820003 6831572 6880756 0 0 X 0 0 0 0 6820003 6831572 6820003 6831572 6820003 6831572 6820003 46953 0 6866956 35384 6831572 RILYO P 2022-01-01 2024-02-29 102450 96415 6035 6035 ENERGY TRANSFER P 2022-02-02 2024-05-16 25000 19087 5913 5913 ATT P 2022-01-01 2024-06-21 178307 195797 -17490 -17490 SHORT TERM SALES - SCHWAB P 2024-01-01 2024-12-31 548353 428425 119928 119928 114386 6019 0 6019 0 6019 0 0 0 0 0 105 6124 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 0 N/A KENNETH W CLINGEN 6308712600 2100 MANCHESTER RD WHEATON IL 60187 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN T CLINGEN 677 BOCA BAY DRIVE BOCA GRANDE FL 33921 DIR./PRES./TREAS. 1.00 0 0 0 DEIDRE M CLINGEN 677 BOCA BAY DRIVE BOCA GRANDE FL 33921 DIRECTOR 1.00 0 0 0 KENNETH W CLINGEN 2100 MANCHESTER ROAD WHEATON IL 60187 DIR./SEC. 1.00 0 0 0 NONE 0 NONE 0 0 6848442 0 0 6848442 0 0 6848442 102727 6745715 337286 337286 6019 6019 331267 0 331267 0 331267 379730 0 379730 331267 0 0 17531 24939 195502 741750 423149 1402871 379730 0 0 0 331267 48463 0 0 1451334 0 0 0 0 0 0 17531 1433803 24939 195502 741750 423149 48463 BRIAN T CLINGEN X CATHOLIC CHARITIES 2050 BALLENGER AVE ALEXANDRIA VA 22314 NONE 501(C)(3) GENERAL FUND 125000 UNIVERSITY OF NOTRE DAME 220 MAIN BLDG NOTRE DAME IN 46556 NONE 501(C)(3) GENERAL FUND 5000 CONGREGATION OF HOLY CROSS PO BOX 765 NOTRE DAME IN 46556 NONE 501(C)(3) GENERAL FUND 100000 MERCY HOME FOR BOYS AND GIRLS 1140 W JACKSON BLVD CHICAGO IL 60607 NONE 501(C)(3) GENERAL FUND 50000 NOTRE DAME CATHOLIC SCHOOL 66 NORFOLK AVE CLARENDON HILLS IL 60514 NONE 501(C)(3) GENERAL FUND 99730 379730 0 14 281362 14 40426 14 950 18 114386 0 437124 0 437124 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2500 2500 0 CHARLES SCHWAB - EQUITIES 663376 620760 CHARLES SCHWAB - EXCHANGE TRADED FUNDS AND OPTIONS 161481 195380 CHARLES SCHWAB - FIXED INCOME 5441054 5475218 OTHER ASSETS 102594 126331 LEGAL FEES 5276 0 0 UNREALIZED GAIN/LOSS 35384 ENERGY TRANSFER PARTNERS 950 0 FILING FEES 15 0 0 TAXES 1983 0 0 FOREIGN TAXES 667 667 0