2026-08-17T16:30:01-05:00 2026-03-31 MILLER COOPER & CO LTD 3 Parkway North Blvd Suite 200 Deerfield IL 60015 990PF 2025-04-01 237376427 Helen V Brach Foundation % JOSEPH J GRISETA HELE 3123724417 104 S Michigan Ave Suite 1310 Chicago IL 60603 James B Murray Jr President 3123724417 2026-08-07 true Kathy Kirchschlager P00523864 8472055000 2025 2025-03-06 01:10:19Z X 172671898 X 0 X 4277789 4277789 5598318 15829407 5598318 13 13 9876120 9876120 906374 226594 679781 220750 66345 154405 281443 70361 211082 660 660 60276 36276 0 24000 190305 190305 150520 15 74063 74063 7539 7539 12012 12012 95439 22938 72502 1999381 613479 0 1235399 6849120 6849120 8848501 613479 0 8084519 1027619 9262641 0 13526149 13179663 13179663 58467440 58115494 102456925 55898333 57624384 57005840 29470 29470 29470 127921392 128949011 172671898 0 0 X 127921392 128949011 127921392 128949011 127921392 128949011 127921392 1027619 128949011 128949011 GAIN 15829407 10231089 5598318 5598318 5598318 128751 128751 128751 150000 0 150000 21249 21249 0 false false false false false false false true true IL true false false false false true N/A JOSEPH J GRISETA 3123724417 104 S MICHIGAN AVE SUITE 1310 CHICAGO IL 60603 false false false false false false false false false false false false false false false false false false false false false John J Sheridan 1900 Hollister Drive Libertyville IL 60048 Director 2.0 20000 0 0 R Matthew Simon 104 s Michigan Ave Suite 1310 Chicago IL 60603 Chief Advisor 40.0 660124 120543 0 Charles A Vorhees 2307 Possum Hollow Road New Philadelphia OH 44663 Director 2.0 20000 0 0 Cherryl T Thomas 1335 S Prarie STE 16101720 Chicago IL 60605 Director 2.0 20000 0 0 Mark T Simon 217 Kedzie Evanston IL 60202 Member 4.0 25000 0 0 Joseph J Griseta 660 Heather Lane Bartlett IL 60103 Associate Director 40.0 116250 66250 0 Stephanie Simon 5555 N Sheridan Rd Apt 303 Chicago IL 60640 Member 4.0 25000 0 0 Virginia Groark Hale 2041 W Bradley Pl Chicago IL 60618 Member 2.0 20000 0 0 LYNN M GRISETA 660 HEATHER LANE BARTLET IL 60103 ADMIN. ASSISTANT 40.0 60500 15000 DANIEL SIMON 5555 N SHERIDAN RD CHICAGO IL 60640 ADMINISTRATOR 40.0 91000 34642 JUSTIN SIMON 5555 N SHERIDAN RD CHICAGO IL 60640 FINANCIAL ANALYST 40.0 69250 4525 RICKARD SCHWARTZ 538 ULSTER WAY DENVER CO 80230 INVEST. MANAGEMENT 82000 THE NORTHERN TRUST COMPANY 50 S LASALLE STREET CHICAGO IL 60603 CUSTODIAN 69567 170958106 0 0 170958106 0 170958106 2564372 168393734 8419687 8419687 128751 128751 8290936 8290936 8290936 8084519 0 0 0 0 8084519 8290936 2023 2022 2021 170338 461935 632273 8084519 8084519 0 206417 206417 425856 0 425856 425856 Joseph J Griseta 104 S Michigan Ave Suite 1310 Chicago IL 60603 3123724471 Application form, available upon request December 31 for consideration in year ending March 31 Must be organization exempt under Sect 501(c)(3) See Attached Detail 115 W Chicago Ave Chicago IL 60654 PC See Attached Detail 6849120 6849120 14 4277789 14 13 18 5598318 9876120 9876120 false false false false false false false false false false ACCOUNTING FEES 36276 36276 AUDITING FEES 24000 24000 PYRAMIS BROAD MARKET DURATION 14153399 14480839 DODGE AND COX INC FD 13891443 14220646 DOUBLELINE FLEXIBLE INC FD 15789647 14532127 GMO OPPORTUNITY INCOME FD 8497827 8484987 PRUDENTIAL 8 PLGM FD 5292068 5287241 METRO WEST UNCONSTRAINED FD 0 0 NEW PERSPECTIVE COM STK FD 9656064 16331660 DODGE AND COX SKT FD 16172992 17712063 FIDELITY SALEM ST LG CAP FD 14118412 16353638 VANGUARD INSTL. INDEX FD 2543247 11453932 VANGUARD INDEX VALUE FD 9528535 18870264 FIDELITY 500 INDEX FD 6096244 21735368 VANGUARD INDEX GROWTH FD 0 SECURITY DEPOSIT 29470 29470 29470 DUES AND SUBSCRIPTIONS 10177 1018 9159 LIABILITY INSURANCE 30600 21489 9111 ELECTRICITY 1785 1785 OFFICE SUPPLIES 8845 8845 POSTAGE AND MESSENGERS 6581 6581 TELECOMMUNICATIONS 4313 431 3883 PARKING 9925 9925 OTHER EXPENSES 23213 23213 INVESTMENT ADVICE AND CUSTODY 180037 180037 PROFESSIONAL FEES 10268 10268 EXCISE TAX 150520 IL ANNUAL REPORT 15