2025-11-17T09:12:34-00:00 2024-12-31 364412474 OVERSTREET WILBERG & ASSOC 2918 CROSSING CT STE C-1 CHAMPAIGN IL 61822 990PF 2024-01-01 463460720 LAKONISHOK FOUNDATION LAKO 2173569199 1943 N BURLING CHICAGO IL 60614 JOSEF LAKONISHOK President 2173569199 2025-11-12 true true RICHARD WILBERG P00032976 2173569199 2025-11-17 2024 2025-03-06 01:10:19Z X 9534720 X 3653410 516131 516131 1754894 2001416 1754894 5924435 2271025 10326 10326 10326 10326 0 2185163 2185163 2195489 10326 2185163 3728946 2260699 387635 387635 208744 7703342 8070377 9147085 7912086 8458012 9534720 0 X 7912086 8458012 7912086 8458012 7912086 8458012 7912086 3728946 11641032 3183020 8458012 BLACKSTONE INC D 2012-08-31 2024-01-16 589566 37669 551897 551897 EATON CORP D 2015-12-21 2024-01-16 728008 121139 606869 606869 SEAGATE TECH LTD D 2010-10-15 2024-01-16 507651 87714 419937 419937 1754894 2013-12-03 31424 31424 31424 4734 4734 4734 406 27096 false false false false false false false false true IL true false false false false true N/A JOSEF LAKONISHOK 3124602326 1943 N BURLING CHICAGO IL 60614 false false false false false false false false false false false false false false false false false false false false false JOSEF LAKONISHOK 1943 N BURLING ST CHICAGO IL 60614 PRES 010.00 0 NONE NONE N/A 0 N/A 645272 32303 0 677575 677575 10164 667411 33371 33371 31424 31424 1947 1947 1947 2185163 2185163 1947 1120860 939207 1228000 1012769 1754897 6055733 2185163 1947 2183216 8238949 0 1120860 7118089 939207 1228000 1012769 1754897 2183216 JOSEF LAKONISHOK NONE X JOFFREY BALLET 50 E CONGRESS PKWY CHICAGO IL 60605 NONE PC ARTS 800563 LINCOLN PARK ZOO 2001 N CLARK CHICAGO IL 60614 NONE PC EDUCATION 1000 OPERATION SMILE 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 NONE PC PUBLIC HEALTH 2000 LYRIC OPERA OF CHICAGO 20 N UPPER WACKER CHICAGO IL 60606 NONE PC ARTS 250000 HOLOCAUST MUSEUM 100 RAUL WALLENBURG PL WASHINGTON DC 20024 NONE PC EDUCATION 1000 NORTHWESTERN MEDICAL SCHOOL 303 E CHICAGO CHICAGO IL 60611 NONE PC EDUCATION 25000 HAND IN HAND USA 710 ST JOSEPHS DR OAK BROOK IL 60523 NONE PC CHARITY 25000 ART INSTITUTE 111 S MICHIGAN AVE CHICAGO IL 60603 NONE PC ARTS 250000 FIDF P O BOX 4224 NEW YORK NY 10163 NONE PC CHARITY 140000 UNIVERSITY OF ILLINOIS 1305 W GREEN ST URBANA IL 61801 NONE PC EDUCATION 200000 CHICAGO SYMPHONY ORCHESTRA 220 S MICHIGAN AVE CHICAGO IL 60604 NONE PC ARTS 375000 NAVY SEAL FOUNDATION 1619 D ST VIRGINIA BEACH VA 23459 NONE PC CHARITY - US MILITARY 100000 COLLEGE POSSIBLE CHICAGO 833 N ORLEANS CHICAGO IL 60610 NONE PC EDUCATION 10000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC PUBLIC HEALTH 1000 NORTHWESTERNKESAN CAMP 303 E CHICAGO CHICAGO IL 60611 NONE PC EDUCATION 2600 GIFT FROM A CHILD PO BOX 9716 FEDERAL WAY WA 98063 NONE PC CHARITY 500 PANCAN 2101 ROSECRANS AVE STE 3200 EL SEGUNDO CA 90245 NONE PC CHARITY 1500 2185163 14 14 516131 18 1754894 2271025 2271025 false false false false false false false false false false X X 1 JOSEF LAKONISHOK 1943 N BURLING CHICAGO IL 60614 3653410 X 27250 shares of ATT 723034 620483 94971 shares of LSV VALUE EQUITY INST 2618639 2489201 6592 shares of WARNER BROS 220796 69677 28500 shares of PROSPECT CAP CORP 183457 122835 40000 shares of SABRA HEALTH HEALTH CARE REIT 827252 692800 25715 shares of VERIZON 1104976 1028343 49785 shares of LSV EMERGING MARKETS 590302 581490 35000 shares of ABN AMRO BANK 655537 539651 60130 shares of LSV SMALL CAP VALUE INST 642701 1116613 13000 shares of ALLIANCE BERSTEIN HOLDINGS 375670 482170 8632 shares of APPLIED MATERIALS 128013 1403822 UNREALIZED NET GAINS/LOSSES 3183020 FOREIGN TAXES WITHHELD 10326 10326