2025-11-07T16:58:50-06:00 2024-12-31 MILLER COOPER & CO LTD 3 Parkway North Blvd Suite 200 Deerfield IL 60015 990PF 2024-01-01 476500826 David and Etta Jonas Family Foundation % JONATHAN Y JONAS DAVI 8479603784 650 Dundee Road Suite 380 Northbrook IL 60062 Jonathan Y Jonas TRUSTEE 8479603784 2025-11-07 true true Joel B Polakow Principal P00845521 8472055000 2024 2025-03-06 01:10:19Z X 54170626 X 4195830 879782 879782 1765938 4215971 1765938 6841550 2645720 0 8397 8397 0 0 7300 7300 0 0 57 57 18436 309 8730 113066 42920 129129 0 0 2439800 2439800 2482720 129129 0 2439800 4358830 2516591 0 12186 253695 253695 159943 93988 159943 159943 43004760 53756988 53756988 43110934 54170626 54170626 0 0 X 43110934 54170626 43110934 54170626 43110934 54170626 43110934 4358830 6700862 54170626 54170626 1,044,000 SHS US TREAS 0.125% 01/15/24 P 2023-02-06 2024-01-16 1044000 998978 45022 JP MORGAN #44008 - LT COVERED - SEE ATTACHED P 3018511 1310091 1708420 1708420 710 SHS TECHNOLOGY SELECT SECT SPDR P 2024-05-28 153460 95942 57518 57518 1765938 34981 34981 34981 10400 0 33000 43400 X 67 8352 8352 false false false false false false false true true IL true false false false false true N/A JONATHAN Y JONAS 8479603784 650 DUNDEE RD STE 380 Northbrook IL 60062 false false false false false false false false false false false false false false false false false false false false false Jonathan Y Jonas 650 Dundee Road Suite 380 Northbrook IL 60062 President 0 0 0 0 Orete Harkavy 650 Dundee Road Suite 380 Northbrook IL 60062 Co-Trustee 0 0 0 0 Ann Schneiderman 650 Dundee Road Suite 380 Northbrook IL 60062 Co-Trustee 0 0 0 0 45719044 69965 5569846 51358855 0 51358855 770383 50588472 2529424 2529424 34981 34981 2494443 2494443 2494443 2439800 0 0 0 0 2439800 2494443 0 2022 2021 2020 0 0 958094 243488 169473 1371055 2439800 0 2439800 0 54643 54643 1316412 0 0 0 0 1316412 903451 243488 169473 JONATHAN JONAS X Friends of the IDF 1430 Broadway Suite 1301 New York NY 10018 None PC Unrestricted 205000 Friends of Elnet 400 Skokie Blvd Northbrook IL 60062 NONE PC Unrestricted 170000 The University of Chicago Medicine 5841 S Maryland Avenue Chicago IL 60637 NONE PC Unrestricted 1025000 StandWithUs PO Box 341069 Los Angeles CA 90034 None PC Unrestricted 265000 Solomon Schecter Day School 3210 Dundee Road Northbrook IL 60062 none PC Unrestricted 122200 Moriah Congregation 200 Taub Dr Deerfield IL 60015 none PC UNRESTRICTED 30000 Jewish United Fund 30 S Wells St Chicago IL 60606 none PC UNRESTRICTED 150000 American Israel Education Foundation 251 H STREET NW WASHINGTON DC DC 20001 none PC UNRESTRICTED 100000 Rochelle Zell Jewish High School 1095 Lake Cook Road Deerfield IL 60015 none PC UNRESTRICTED 10000 The Birthtright Israel Foundation PO BOX 21615 New York NY 10087 none PC UNRESTRICTED 100000 Jack Miller Center 3 Bala Plaza West Suite 401 Bala Cynwyd PA 19004 None PC Unrestricted 10000 The Cove School 350 Lee Rd Northbrook IL 60062 None PC Unrestricted 10000 Camp Ramah 3390 Ramah Circle Conover WI 54519 None PC Unrestricted 18000 Israel Tennis & Education 165 East 56 Street 2nd Fl New York NY 10022 None PC Unrestricted 1000 Stand Strong 1111 W Lake Cook Rd Buffalo Grove IL 600891926 None PC Unrestricted 15000 Friends of Tel-Aviv Sourasky 1581 Route 27 Ste 201 Edison NJ 08817 None PC Unrestricted 200000 Beber Camp W 1741 Co Rd J Mukwonago WI 53149 None PC Unrestricted 5000 Northwestern Hillel 629 Foster St Evanston IL 60201 None PC Unrestricted 3600 2439800 14 879782 18 1765938 2645720 2645720 false false false false false false false false false false X X 1 Jonas Charitable Lead Annuity Trust 650 Dundee Road Suite 380 Northbrook IL 60062 4195830 X TAX & ACCOUNTING FEES 7300 7300 JP MORGAN INVESTMENT ACCOUNT FMV 53756988 53756988 LEGAL FEES 8397 8397 PASS THROUGH INVESTMENT EXP. 0 104336 TRAVEL 7605 7605 DUES & SUBSCRIPTIONS 1125 1125 MISCELLANEOUS INCOME UNREALIZED GAIN ON INVESTMENTS 6700862 INVESTMENT MANAGEMENT FEE 57 57 FOREIGN TAX WITHHELD 309 309 FEDERAL TAX EXPENSE 18127