2026-05-14T15:18:05-05:00 2025-12-31 362756074 Pedersen & Houpt 161 N Clark St Suite 2700 Chicago IL 60601 990PF 2025-01-01 832704828 Bramsen Charitable Foundation dated November 30 2018 BRAM 3126416888 26 Ridge Road Barrington IL 60010 James Bramsen Trustee 3126416888 2026-05-14 1 Eric Knight P01342175 3126416888 2026-05-11 2025 2025-03-06 01:10:19Z X 15342604 X 3695519 920 920 435686 435686 4604086 14470417 4604086 8736211 5040692 0 0 0 4714 4714 0 200534 563 0 15 0 0 205263 5277 0 2194250 2194250 2399513 5277 2194250 6336698 5035415 1 2 2 6486773 241145 241145 17108498 29690823 15101457 23595272 29931970 15342604 0 0 X 0 0 0 0 23595272 29931970 23595272 29931970 23595272 29931970 23595272 6336698 0 29931970 0 29931970 9782 Shares of American Funds America Hgih 2025-09-24 2025-12-01 96851 97536 0 0 14773 Shares of Aristole Floating Rate Income 2005-09-24 2025-12-01 139150 139766 0 0 10485 Shares of Artisan Globald Value Institutional 2025-11-17 2025-12-01 298510 292258 6252 6252 8879 Shares of BNY Mellon US Large Cap 2025-11-17 2025-12-01 1172246 1151609 20637 20637 12731 Shares of DODGE & COX GLOBAL BOND 2025-09-24 2025-12-01 144854 145407 0 0 5376 Shares of ELDRIGE BBB 2025-09-24 2025-12-22 143133 144506 0 0 4469 Shares of GUINNESS ATKINSON GLOBAL 2025-11-17 2025-12-01 302675 295162 7513 7513 310 Shares of ILLINOIS TOOL WKS INC 2025-09-24 2025-09-24 80443 76733 3710 3710 3592 Shares of ISHARES CORE US 2025-09-24 2025-12-01 359383 359880 -430 -430 993 Shares of ISHARES MBS Etf 2025-09-24 2025-12-01 94408 94484 -38 -38 8535 Shares of MARSICO GLOBAL INSTITUTIONAL 2025-09-24 2025-12-01 271337 282800 0 0 536 Shares of NORTHERN TR CORP 2025-09-24 2025-12-01 69523 57961 11562 11562 5917 Shares of NUVEEN PREFERRED SECS & INC 2025-09-24 2025-12-01 96001 95764 237 237 1911 Shares of SCHWAB SHORT TERM US TREASURY Etf 2025-09-24 2025-12-01 46514 46624 0 0 93 Shares of SCHWAB TOTAL MARKET INDEX 2025-09-24 2025-12-01 1500 1362 138 138 1723 Shares of SCHWAB US TIPS ETF 2025-09-24 2025-12-01 46056 46477 0 0 1715 Shares of STATE STREET SPDR PRTFL LT TRSRY 2025-09-24 2025-12-01 46013 46116 -45 -45 1498 Shares of VANGUARD EXTENDED MARKET ETF 2025-09-24 2025-12-01 314814 315683 32 32 1 Share of VANGUARD FTSE DEVELOPED MARKET ETF 2025-09-24 2025-12-01 62 62 0 0 345 Shares of VANGUARD FTSE EMERGING MARKETS ETF 2025-09-24 2025-12-01 18742 18775 -14 -14 12674 Shares of ILLINOIS TOOL WKS INC 2025-09-24 2025-09-24 3288719 3298661 -9942 -9942 25571 Shares of NORTHERN TR CORP 2025-09-24 2025-09-24 3314551 2185813 1128738 1128738 4050 Shares of O REILLY AUTOMOTIVE INC 2025-09-24 2025-11-17 402002 89930 312072 312072 2500 Shares of ONEOK INC NEW 2025-09-24 2025-11-17 175050 39026 136024 136024 2300 Shares of QUANTA SVCS INC 2025-09-24 2025-11-17 986148 207263 778885 778885 7782 Shares of SCHWAB TOTAL MARKET INDEX 2025-09-24 2025-11-17 125136 100000 25136 25136 1000 Shares of STRYKER CORP 2025-09-24 2025-11-17 362100 67269 294830 294830 1600 Shares of VISA INC 2025-09-24 2025-11-17 529856 63122 466734 466734 221 Shares of GE AEROSPACE 2025-09-24 2025-11-17 67502 3822 63681 63681 320 Shares of MIRCOSOFT CORP 2025-09-24 2025-11-17 162560 8275 154285 154285 1250 Shares of NESTLE 2025-09-24 2025-11-17 125438 33500 91938 91938 2000 Shares of NEXTERA ENERGY INC 2025-09-24 2025-11-17 167820 33780 134040 134040 1292 Shares of PEPSICO INC 2025-09-24 2025-11-17 188399 14683 173716 173716 1102 Shares of PHILLIPS 66 2025-09-24 2025-11-17 154732 14293 140438 140438 500 Shares of RTX CORP 2025-09-24 2025-11-17 88050 13987 74063 74063 2400 Shares of WALMART INC 2025-09-24 2025-11-17 246192 244 245947 245947 Capital Gain Distribution - Charles Schwab 2025-01-01 2025-12-31 343947 343947 343947 4604086 69992 0 69992 0 69992 116000 0 0 0 116000 0 46008 46008 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A Vickie Sabatino 6305171123 PO Box 7900 Wheaton IL 60187 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 James E Bramsen 26 Ridge Road Barrington IL 60010 Trustee 0.50 0 0 0 Elizabeth C Bramsen 26 Ridge Road Barrington IL 60010 Successor Trustee 0.50 0 0 0 Eliza L Kerr 9724 Rocky Road El Portal CA 95318 Successor Trustee 0.50 0 0 0 NONE 0 NONE 0 0 9336341 4465672 0 13802013 0 0 13802013 207030 13594983 679749 679749 69992 69992 609757 0 609757 0 609757 2194250 0 2194250 609757 0 0 1186502 5471503 6658005 2194250 0 0 0 609757 1584493 0 0 8242498 0 0 0 0 0 0 0 8242498 1186502 5471503 1584493 James E Bramsen X Above and Beyond Family Recovery Center 2942 West Lake St Chicago IL 60612 N/A PC Operating Needs 4000 Chicago Zoological Society 3300 Golf Road Brookfield IL 60513 N/A PC Operating Needs 2000000 Home Centered Care Institute 1900 E Golf Rd Schaumburg IL 60173 N/A PC Operating Needs 180000 Meals on Wheels Foundation 7222 W Cermak Rd Suite 302 North Riverside IL 60546 N/A PC Operating Needs 10000 Barrington History Museum 212 W MAIN ST BARRINGTON IL 60010 N/A PC Operating Needs 250 2194250 0 14 920 14 435686 4604086 0 436606 4604086 5040692 8 SALE OF SECURITIES TO INCREASE CASH FLOW FOR CHARITABLE CONTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 X X 1 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 61396 X 2 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 6446 X 3 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 141056 X 4 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 21311 X 5 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 127619 X 6 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 169860 X 7 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 173612 X 8 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 400727 X 9 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 114856 X 10 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 72510 X 11 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 139465 X 12 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 14225 X 13 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 1005272 X 14 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 58595 X 15 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 29385 X 16 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 185198 X 17 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 74079 X 18 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 74079 X 19 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 37040 X 20 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 338530 X 21 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 135412 X 22 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 67706 X 23 Elizabeth Bramsen 26 Ridge Road Barrington IL 60010 247140 X 1 200 Shares of GE. 61396 2025-11-13 2 21 Shares of GE. 6446 2025-11-13 3 278 Shares of MSFT. 141056 2025-11-13 4 42 Shares of MSFT. 21311 2025-11-13 5 1,250 Shares of NSRGY. 127619 2025-11-13 6 2,000 Shares of NEE. 169860 2025-11-13 7 2,500 Shares of OKE. 173612 2025-11-13 8 4,050 Shares of ORLY. 400727 2025-11-13 9 792 Shares of PEP. 114856 2025-11-13 10 500 Shares of PEP. 72510 2025-11-13 11 1,000 Shares of PSX. 139465 2025-11-13 12 102 Shares of PSX. 14225 2025-11-13 13 2,300 Shares of PWR. 1005272 2025-11-13 14 333 Shares of RTX. 58595 2025-11-13 15 167 Shares of RTX. 29385 2025-11-13 16 500 Shares of SYK. 185198 2025-11-13 17 200 Shares of SYK. 74079 2025-11-13 18 200 Shares of SYK. 74079 2025-11-13 19 100 Shares of SYK. 37040 2025-11-13 20 1,000 Shares of V. 338530 2025-11-13 21 400 Shares of V. 135412 2025-11-13 22 200 Shares of V. 67706 2025-11-13 23 2,400 Shares of WMT. 247140 2025-11-13 Accounting Fees 4714 4714 0 Equities 29690823 15101457 ILLINOIS CHARITY BUREAU FILING FEE 15 0 0 FEDERAL TAXES 199971 0 0 FOREIGN TAX PAID 563 563 0