Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
ELIZABETH MORSE CHARITABLE TRUST XXXXX1008
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

36-6999365
B Telephone number (see instructions)

(800) 496-2583
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$52,734,321J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,030,912 1,030,912  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,414,851
b Gross sales price for all assets on line 6a 6,519,263
7 Capital gain net income (from Part IV, line 2)... 2,414,851
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,445,763 3,445,763  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 602,935 317,253   285,682
14 Other employee salaries and wages...... 116,959 0 0 116,959
15 Pension plans, employee benefits....... 22,694 0 0 22,694
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,846 0 0 1,846
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
740 370 0 370
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
39,858 10,554   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy.............. 40,545     40,545
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
54,796 2,471   52,325
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 880,373 330,648 0 520,421
25 Contributions, gifts, grants paid....... 2,544,383 2,544,383
26 Total expenses and disbursements. Add lines 24 and 25 3,424,756 330,648 0 3,064,804
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 21,007
b Net investment income (if negative, enter -0-) 3,115,115
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 314,959 339,619 339,619
2 Savings and temporary cash investments......... 4,647,115 3,202,274 3,202,274
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 26,714,847 Click to see attachment
List of Attached Documents:
// Content
28,479,464 		34,784,674
c Investments—corporate bonds (attach schedule)....... 8,980,063 Click to see attachment
List of Attached Documents:
// Content
8,919,009 		7,725,357
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,240,921 Click to see attachment
List of Attached Documents:
// Content
3,983,330 		6,677,485
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,912 		Click to see attachment
List of Attached Documents:
// Content
4,912 		Click to see attachment
List of Attached Documents:
// Content
4,912
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 44,902,817 44,928,608 52,734,321
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 44,902,817 44,928,608
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 44,902,817 44,928,608
30 Total liabilities and net assets/fund balances (see instructions). 44,902,817 44,928,608
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
44,902,817
2
Enter amount from Part I, line 27a .....................
2
21,007
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,496
4
Add lines 1, 2, and 3 ..........................
4
44,938,320
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
9,712
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
44,928,608
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 17. NETFLIX.COM INC   2018-09-13 2022-01-05
b 28. NETFLIX.COM INC   2019-05-16 2022-01-05
c 21. SNAP INC - A   2021-10-27 2022-01-21
d 10. SNAP INC - A   2021-10-27 2022-01-21
e 662. SNAP INC - A   2021-10-27 2022-01-21
117. SNAP INC - A   2021-12-06 2022-01-21
225. SNAP INC - A   2021-12-06 2022-01-21
. GENERAL MOTORS CO     2022-01-28
48. SHOPIFY INC - CLASS A   2021-09-09 2022-02-03
71. WORKDAY INC-CLASS A   2021-10-21 2022-02-04
21. WORKDAY INC-CLASS A   2021-10-21 2022-02-04
10. WORKDAY INC-CLASS A   2021-10-21 2022-02-04
3. WEX INC   2021-03-05 2022-02-08
43. WEX INC   2021-03-05 2022-02-08
16. WEX INC   2021-03-05 2022-02-08
15. WEX INC   2020-12-03 2022-02-08
28. WEX INC   2020-12-03 2022-02-08
22. WEX INC   2020-04-28 2022-02-09
2. WEX INC   2020-04-28 2022-02-09
102. WEX INC   2016-05-02 2022-02-09
9. WEX INC   2016-06-01 2022-02-09
29. WEX INC   2016-05-31 2022-02-09
9. WEX INC   2016-05-27 2022-02-10
79. WEX INC   2016-05-03 2022-02-10
7. WEX INC   2016-05-03 2022-02-11
13. WORKDAY INC-CLASS A   2021-10-21 2022-02-15
43. WORKDAY INC-CLASS A   2021-10-21 2022-02-15
26. WORKDAY INC-CLASS A   2021-10-21 2022-02-15
50. WORKDAY INC-CLASS A   2021-10-21 2022-02-16
14. WORKDAY INC-CLASS A   2021-10-21 2022-02-16
4. NORFOLK SOUTHN CORP   2021-09-09 2022-03-03
62. NORFOLK SOUTHN CORP   2021-09-09 2022-03-03
64. PPG INDS INC   2020-11-03 2022-03-03
221. PPG INDS INC   2020-11-02 2022-03-03
2. PPG INDS INC   2020-11-02 2022-03-04
26. PPG INDS INC   2020-11-02 2022-03-04
63. PPG INDS INC   2020-11-02 2022-03-04
39. INGERSOLL RAND INC COMMON STOCK   2021-10-21 2022-03-08
509. INGERSOLL RAND INC COMMON STOCK   2021-07-07 2022-03-08
205. PAYPAL HOLDINGS INC   2018-01-26 2022-03-08
183054.382 JPM STRAT INC OPP FD - USD - R6 ISIN US48121L1145   2009-11-06 2022-03-17
216. MORGAN STANLEY DEAN WITTER & CO NEW   2013-01-16 2022-04-07
214. SCHWAB CHARLES CORP NEW   2021-01-11 2022-04-07
332. WELLS FARGO & CO NEW   2021-04-27 2022-04-07
40. APTIV PLC   2021-11-02 2022-04-08
10. APTIV PLC   2021-11-02 2022-04-08
27. APTIV PLC   2021-11-02 2022-04-08
31. APTIV PLC   2021-11-02 2022-04-08
118. APTIV PLC   2021-11-02 2022-04-08
10. APTIV PLC   2021-11-02 2022-04-08
79. APTIV PLC   2021-11-02 2022-04-11
13. LAUDER ESTEE COS INC CL A   2021-01-08 2022-05-10
160. LAUDER ESTEE COS INC CL A   2020-11-06 2022-05-10
48. NEXTERA ENERGY INC   2021-11-02 2022-05-10
45. NEXTERA ENERGY INC   2021-11-02 2022-05-10
142. NEXTERA ENERGY INC   2021-11-02 2022-05-10
128. NEXTERA ENERGY INC   2021-11-02 2022-05-10
86. NEXTERA ENERGY INC   2020-06-30 2022-05-10
77. NEXTERA ENERGY INC   2020-05-04 2022-05-11
184. NEXTERA ENERGY INC   2020-05-04 2022-05-11
19. SCHWAB CHARLES CORP NEW   2021-01-11 2022-05-19
162. SCHWAB CHARLES CORP NEW   2021-01-11 2022-05-19
629. SCHWAB CHARLES CORP NEW   2021-01-11 2022-05-19
198. SCHWAB CHARLES CORP NEW   2021-01-28 2022-05-19
3. SCHWAB CHARLES CORP NEW   2021-01-28 2022-05-19
21. SCHWAB CHARLES CORP NEW   2021-01-28 2022-05-19
102. LOWES COS INC   2020-04-16 2022-05-20
69. NVIDIA CORP   2018-06-12 2022-05-20
198. AMAZON COM INC   2021-11-05 2022-06-17
105. INTUITIVE SURGICAL INC NEW   2021-09-15 2022-06-17
159. NIKE INC   2021-02-17 2022-06-17
159. AMERICAN EXPRESS CO   2019-06-10 2022-06-24
77. AMERICAN EXPRESS CO   2019-06-10 2022-06-30
4. INGERSOLL RAND INC COMMON STOCK   2021-07-07 2022-06-30
94. INGERSOLL RAND INC COMMON STOCK   2021-07-07 2022-06-30
43. INGERSOLL RAND INC COMMON STOCK   2021-07-07 2022-06-30
105. INGERSOLL RAND INC COMMON STOCK   2021-05-17 2022-06-30
22. MARTIN MARIETTA MATLS INC   2022-03-03 2022-06-30
17. MARTIN MARIETTA MATLS INC   2022-03-03 2022-06-30
141. MORGAN STANLEY DEAN WITTER & CO NEW   2013-01-16 2022-06-30
38. NVIDIA CORP   2017-10-03 2022-06-30
24. NVIDIA CORP   2017-10-03 2022-06-30
10. TRANE TECHNOLOGIES PLC   2021-02-22 2022-06-30
30. TRANE TECHNOLOGIES PLC   2021-02-22 2022-06-30
65. TRANE TECHNOLOGIES PLC   2021-02-22 2022-06-30
3. TRANE TECHNOLOGIES PLC   2021-02-22 2022-06-30
86. INGERSOLL RAND INC COMMON STOCK   2021-07-07 2022-07-01
30. INGERSOLL RAND INC COMMON STOCK   2021-05-14 2022-07-01
10. INGERSOLL RAND INC COMMON STOCK   2021-05-14 2022-07-01
14. MARTIN MARIETTA MATLS INC   2022-03-03 2022-07-01
16. MARTIN MARIETTA MATLS INC   2022-03-04 2022-07-01
18. MARTIN MARIETTA MATLS INC   2022-03-04 2022-07-01
187. LILLY ELI & CO   2015-06-04 2022-08-03
28. O'REILLY AUTOMOTIVE INC   2020-04-16 2022-08-24
5. OLD DOMINION FREIGHT LINE INC COM   2021-09-15 2022-08-24
23. OLD DOMINION FREIGHT LINE INC COM   2021-09-15 2022-08-24
46. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2022-08-24
10. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2022-08-24
33. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2022-08-25
96. AMETEK INC NEW   2021-11-05 2022-08-31
42. LINDE PLC/OLD   2019-08-14 2022-08-31
30. LINDE PLC/OLD   2019-05-20 2022-08-31
35. AMETEK INC NEW   2021-11-05 2022-09-01
112. AMETEK INC NEW   2020-10-01 2022-09-01
30. AMETEK INC NEW   2020-10-01 2022-09-01
15. AMETEK INC NEW   2020-10-01 2022-09-01
47. LINDE PLC/OLD   2019-04-08 2022-09-01
141. AMETEK INC NEW   2020-09-30 2022-09-02
38. AMETEK INC NEW   2020-09-30 2022-09-02
10. AMETEK INC NEW   2020-09-30 2022-09-02
30. AMETEK INC NEW   2020-09-30 2022-09-06
22. CHARTER COMMUNICATIONS INC-A   2016-03-30 2022-09-29
64. CHARTER COMMUNICATIONS INC-A   2016-02-08 2022-09-29
27. CHARTER COMMUNICATIONS INC-A   2016-02-08 2022-09-30
15. SVB FINANCIAL GROUP   2021-11-02 2022-10-05
25. SVB FINANCIAL GROUP   2021-10-13 2022-10-05
25. SVB FINANCIAL GROUP   2021-10-13 2022-10-06
13. SVB FINANCIAL GROUP   2021-10-13 2022-10-06
. WELLS FARGO & CO NEW     2022-10-24
216. APPLE COMPUTER INC   2006-04-07 2022-11-01
23624. ISHARES TR RUSSELL MIDCAP INDEX FD   2008-09-18 2022-11-23
3551. ISHARES TR RUSSELL 2000 INDEX FD   2007-02-21 2022-11-23
54. ISHARES TR RUSSELL 2000 INDEX FD   2007-02-21 2022-11-23
355. ALPHABET INC-CL A   2012-07-11 2022-12-02
72. FISERV INC   2019-05-14 2022-12-02
310. FISERV INC   2019-01-24 2022-12-02
43. FISERV INC   2019-01-23 2022-12-02
16. FISERV INC   2019-01-23 2022-12-02
111. LOWES COS INC   2011-09-28 2022-12-02
6. FISERV INC   2019-01-23 2022-12-05
1. APOLLO EPF II PRIVATE INVESTORS,L.P. (OFFSHORE) CLASS A -   2021-01-01 2022-12-31
1. CLAYTON, DUBILIER & RICE (CD&R)   2021-01-01 2022-12-31
1. J.C. FLOWERS III PRIVATE INVESTORS OFFSHORE, LP   2021-01-01 2022-12-31
1. LC ASIA PRIVATE INVESTORS, L.P. (OFFSHORE) CLASS A (NON SELF DEALIN   2021-01-01 2022-12-31
1. GOLDENTREE OFFSHORE FUND, LTD. (NON-SELF DEALING FIDUCIARY   2020-01-01 2022-12-31
1. GOLDENTREE OFFSHORE LTD. (NON-SELF DEALING FIDUCIARY INVESTORS - NE   2021-01-01 2022-12-31
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,744   6,202 3,542
b 16,216   10,126 6,090
c 681   1,147 -466
d 325   546 -221
e 21,394   35,761 -14,367
3,756   5,597 -1,841
7,289   10,763 -3,474
17     17
39,344   71,709 -32,365
16,900   19,877 -2,977
4,972   5,879 -907
2,368   2,800 -432
484   637 -153
6,983   9,125 -2,142
2,580   3,396 -816
2,419   2,774 -355
4,515   5,057 -542
3,660   2,847 813
336   245 91
17,090   11,799 5,291
1,507   832 675
4,877   2,678 2,199
1,509   831 678
13,557   7,228 6,329
1,185   638 547
3,058   3,640 -582
10,117   12,038 -1,921
6,106   7,279 -1,173
11,388   13,887 -2,499
3,190   3,874 -684
1,088   992 96
16,954   15,354 1,600
8,158   8,763 -605
28,252   29,995 -1,743
248   270 -22
3,232   3,507 -275
7,787   8,473 -686
1,784   2,117 -333
23,521   27,285 -3,764
19,163   17,292 1,871
2,101,464   2,161,054 -59,590
17,703   4,455 13,248
17,037   12,888 4,149
15,709   14,957 752
4,334   6,959 -2,625
1,083   1,736 -653
2,958   4,687 -1,729
3,372   5,382 -2,010
12,835   20,483 -7,648
1,088   1,733 -645
8,663   11,501 -2,838
3,029   3,374 -345
36,795   39,629 -2,834
3,299   4,101 -802
3,110   3,845 -735
9,883   12,133 -2,250
8,967   10,937 -1,970
6,025   5,152 873
5,398   4,473 925
12,999   10,451 2,548
1,204   1,138 66
10,180   9,698 482
39,478   37,282 2,196
12,520   10,683 1,837
189   162 27
1,329   1,133 196
18,672   9,658 9,014
11,047   4,499 6,548
21,017   35,665 -14,648
20,235   37,329 -17,094
17,081   22,898 -5,817
23,013   20,504 2,509
10,598   9,457 1,141
168   197 -29
3,954   4,615 -661
1,806   2,097 -291
4,411   5,116 -705
6,583   8,265 -1,682
5,083   6,377 -1,294
10,709   2,906 7,803
5,762   2,008 3,754
3,652   1,075 2,577
1,300   1,549 -249
3,896   4,639 -743
8,439   10,019 -1,580
389   462 -73
3,596   4,182 -586
1,254   1,457 -203
419   485 -66
4,161   5,214 -1,053
4,732   5,948 -1,216
5,332   6,691 -1,359
58,438   18,643 39,795
19,991   11,486 8,505
1,460   1,459 1
6,705   6,703 2
13,475   13,373 102
2,927   2,902 25
9,804   9,575 229
11,550   13,560 -2,010
11,880   7,818 4,062
8,520   5,584 2,936
4,191   4,940 -749
13,410   11,293 2,117
3,592   3,013 579
1,795   1,498 297
12,956   8,725 4,231
16,765   14,044 2,721
4,523   3,778 745
1,190   994 196
3,545   2,982 563
6,891   5,005 1,886
20,012   11,959 8,053
8,376   4,840 3,536
5,460   11,051 -5,591
9,122   17,651 -8,529
8,934   16,663 -7,729
4,633   8,594 -3,961
348     348
32,362   534 31,828
1,662,647   438,033 1,224,614
654,653   291,381 363,272
10,017   4,431 5,586
35,447   8,602 26,845
7,596   6,102 1,494
32,614   25,743 6,871
4,519   3,477 1,042
1,683   1,288 395
23,902   4,155 19,747
625   483 142
12,949   680 12,269
46,508   1,213 45,295
3,312   310 3,002
134,543   113,247 21,296
28,319   1 28,318
3,147   1 3,146
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
      688,213
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,542
b       6,090
c       -466
d       -221
e       -14,367
      -1,841
      -3,474
      17
      -32,365
      -2,977
      -907
      -432
      -153
      -2,142
      -816
      -355
      -542
      813
      91
      5,291
      675
      2,199
      678
      6,329
      547
      -582
      -1,921
      -1,173
      -2,499
      -684
      96
      1,600
      -605
      -1,743
      -22
      -275
      -686
      -333
      -3,764
      1,871
      -59,590
      13,248
      4,149
      752
      -2,625
      -653
      -1,729
      -2,010
      -7,648
      -645
      -2,838
      -345
      -2,834
      -802
      -735
      -2,250
      -1,970
      873
      925
      2,548
      66
      482
      2,196
      1,837
      27
      196
      9,014
      6,548
      -14,648
      -17,094
      -5,817
      2,509
      1,141
      -29
      -661
      -291
      -705
      -1,682
      -1,294
      7,803
      3,754
      2,577
      -249
      -743
      -1,580
      -73
      -586
      -203
      -66
      -1,053
      -1,216
      -1,359
      39,795
      8,505
      1
      2
      102
      25
      229
      -2,010
      4,062
      2,936
      -749
      2,117
      579
      297
      4,231
      2,721
      745
      196
      563
      1,886
      8,053
      3,536
      -5,591
      -8,529
      -7,729
      -3,961
      348
      31,828
      1,224,614
      363,272
      5,586
      26,845
      1,494
      6,871
      1,042
      395
      19,747
      142
      12,269
      45,295
      3,002
      21,296
      28,318
      3,146
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,414,851
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 43,300
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 43,300
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 43,300
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 25,035
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 42,965
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 68,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 24,700
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow24,700 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.morsetrust.org
14
The books are in care ofright arrowJPMORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN IL1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JPMORGAN CHASE BANK NAClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
25 		269,597    
10 S DEARBORN IL1-0111
CHICAGO,IL60603
JAMES L ALEXANDERClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
25 		333,338    
208 S LASALLE STREET SUITE 1660
CHICAGO,IL606041226
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
MELISSA R PHIPPS PROGRAM OFFICER
0 		77,885 20,484  
C/O 10 S DEARBORN ST FL 21
CHICAGO,IL60603
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
52,648,549
b
Average of monthly cash balances.......................
1b
4,105,577
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
56,754,126
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
56,754,126
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
851,312
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
55,902,814
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,795,141
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,795,141
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
43,300
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
43,300
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,751,841
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,751,841
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,751,841
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,064,804
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,064,804
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,751,841
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 2,513,381
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 0
b From 2018...... 0
c From 2019...... 0
d From 2020...... 0
e From 2021...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,064,804
a Applied to 2021, but not more than line 2a 2,513,381
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 551,423
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		2,200,418
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018.... 0
b Excess from 2019.... 0
c Excess from 2020.... 0
d Excess from 2021.... 0
e Excess from 2022.... 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JAMES L ALEXANDER CO-TRUSTEE
208 S LASALLE STREET SUITE 1660
CHICAGO,IL606041226
(312) 739-0326
bThe form in which applications should be submitted and information and materials they should include:
SEE ATTACHED GUIDELINES
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHED GUIDELINES
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

SILK ROAD RISING

150 NORTH MICHIGAN AVENUE SUITE 19
CHICAGO,IL60601 		NONE PC TO SUPPORT STORYTELLING 25,000

CHICAGO CULTURAL ALLIANCE

100 SOUTH STATE STREET 4TH FLOOR
CHICAGO,IL60603 		NONE PC TO SUPPORT INCUBATOR 15,000

CROHN'S & COLITIS FOUNDATION OF AMERICA

2200 E DEVON AVENUE SUITE 392
DES PLAINES,IL60018 		NONE PC TO SUPPORT GENERAL 25,000

COMMON THREADS

222 W MERCHANDISE MART PLAZA STE 1
CHICAGO,IL60654 		NONE PC TO SUPPORT COOKING AND 15,000

OPTIONS FOR YOUTH

5234 S BLACKSTONE AVENUE H
CHICAGO,IL60615 		NONE PC TO SUPPORT SALARY OF A NEW 55,000

HAYMARKET CENTER

932 W WASHINGTON STREET
CHICAGO,IL60607 		NONE PC TO SUPPORT SALARY OF GRANTS 15,000

CHICAGO OPERA THEATER

70 E LAKE STREET SUITE 415
CHICAGO,IL60601 		NONE PC TO SUPPORT ENDOWMENT 500,000

KARTEMQUIN FILMS

1901 W WELLINGTON AVENUE
CHICAGO,IL60657 		NONE PC TO SUPPORT GENERAL 25,000

CHICAGO RUN

3611 N KEDZIE AVE
CHICAGO,IL60618 		NONE PC TO SUPPORT GENERAL 30,000

RECOVERY ON WATER

1200 W 35TH STREET
CHICAGO,IL60609 		NONE PC TO SUPPORT BREAST CANCER 19,800

BEYOND SPORTS FOUNDATION

1350 OLD SKOKIE VALLEY ROAD
HIGHLAND PARK,IL60035 		NONE PC TO SUPPORT STUDENT ATHLETES 10,000

AMERICAN WRITERS MUSEUM

180 NORTH MICHIGAN AVE STE 300
CHICAGO,IL60601 		NONE PC TO SUPPORT OPERATIONS OF 25,000

GRANT PARK MUSIC FESTIVAL

205 E RANDOLPH STREET 4TH FLOOR
CHICAGO,IL60601 		NONE PC TO SUPPORT EXPENSES FOR A 25,000

OLD IRVING PARK COMMUNITY CLINIC

5425 WEST ADDISON STREET
CHICAGO,IL60641 		NONE PC TO SUPPORT GENERAL 20,000

CHICAGO PSYCHOANALYTIC INSTITUTE

122 SOUTH MICHIGAN AVENUE 1300
CHICAGO,IL60603 		NONE PC TO SUPPORT CHILD GRIEF 65,000

LOYOLA UNIVERSITY CHICAGO

820 N MICHIGAN AVENUE
CHICAGO,IL60611 		NONE PC TO SUPPORT OPERATION OF 25,000

SCHOOL OF THE ART INSTITUTE OF CHICAGO

116 SOUTH MICHIGAN AVENUE 5TH FLOO
CHICAGO,IL60603 		NONE PC TO SUPPORT CHICAGO MAKERS 50,000

DOMINICAN UNIVERSITY

7900 W DIVISION STREET
RIVER FOREST,IL60305 		NONE PC SUPPORT OF GLOBAL PEACE 65,000

CHICAGO LIGHTHOUSE
FOR BLIND OR VISUALLY IMPAIRED
1850 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		NONE PC TO SUPPORT LOW VISION 50,000

HADLEY SCHOOL FOR THE BLIND

700 ELM STREET
WINNETKA,IL60093 		NONE PC TO SUPPORT WORKSHOPS FOR 20,000

LUMINARTS CULTURAL FOUNDATION

65 W JACKSON BOULEVARD RM 907
CHICAGO,IL60604 		NONE PC TO SUPPORT CONTINUED 10,000

LEGAL AID CHICAGO

120 S LASALLE STREET SUITE 900
CHICAGO,IL60603 		NONE PC TO SUPPORT GENERAL 20,000

CHICAGO THEATRE GROUP INC

170 N DEARBORN STREET
CHICAGO,IL60601 		NONE PC TO SUPPORT INCLUSION PLAN 100,000

CHINESE AMERICAN SERVICE LEAGUE

2141 SOUTH TAN COURT
CHICAGO,IL60616 		NONE PC TO SUPPORT SENIOR MEALS 25,000

ART ENCOUNTER

927 NOYES STREET SUITE 222
EVANSTON,IL60201 		NONE PC TO SUPPORT VISUAL ARTS 10,000

CHICAGO FOUNDATION FOR WOMEN

140 S DEARBORN STREET SUITE 400
CHICAGO,IL60603 		NONE PC TO UNDERWRITE EXPENSES OF 100,000

CHICAGO COMMUNITY TRUST

33 S STATE STREET SUITE 750
CHICAGO,IL60603 		NONE PC TO SUPPORT IL IMMIGRATION 50,000

MERCY HOUSING LAKEFRONT

120 S LASALLE STREET SUITE 1850
CHICAGO,IL60603 		NONE PC TO SUPPORT HOUSING FOR THE 25,000

COMMUNITIES IN SCHOOLS OF CHICAGO

815 W VAN BUREN STREET
CHICAGO,IL60607 		NONE PC TO SUPPORT PARTNERSHIP 25,000

BEVERLY THEATRE GUILD

2153 W 111TH STREET
CHICAGO,IL60643 		NONE PC TO SUPPORT PURCHASE OF 34,500

CANINE THERAPY CORPS

3918 WEST FULLERTON AVE
CHICAGO,IL60647 		NONE PC TO SUPPORT GROUP TRAINING 20,000

COALITION TO SAVE OUR MENTAL HEALTH
CENTERS
5760 W IRVING PARK ROAD
CHICAGO,IL60634 		NONE PC TO SUPPORT MENTAL HEALTH 83,333

ALLIES FOR COMMUNITY BUSINESS

135 N KEDZIE AVENUE
CHICAGO,IL60612 		NONE PC TO SUPPORT COSTS FOR 25,000

JOFFREY BALLET OF CHICAGO

10 E RANDOLPH STREET
CHICAGO,IL60601 		NONE PC TO SUPPORT TECH 50,000

RIVENDELL THEATRE ENSEMBLE

5775 N RIDGE AVENUE
CHICAGO,IL60660 		NONE PC TO SUPPORT THE SALARY OF 20,000

ILLINOIS JUSTICE PROJECT

21 SOUTH CLARK STREET STE 4301
CHICAGO,IL60603 		NONE PC TO SUPPORT MORSE GENIUS 200,000

CHICAGO ARCHITECTURE FOUNDATION

111 E WACKER DRIVE SUITE 1321
CHICAGO,IL60601 		NONE PC TO SUPPORT NEIGHBORHOOD 25,000

EVERSIGHT

924 W 19TH PLACE
CHICAGO,IL60608 		NONE PC TO SUPPORT EYE BANK PROGRAM 25,000

RAY GRAHAM ASSOCIATION

901 WARRENVILLER ROAD SUITE 500
LISLE,IL60532 		NONE PC TO SUPPORT GENERAL 10,000

THE HONEYCOMB PROJECT

1658 NORTH MILWAUKEE AVE 190
CHICAGO,IL60647 		NONE PC TO SUPPORT GENERAL 50,000

OIL LAMP THEATER

1723 GLENVIEW ROAD
GLENVIEW,IL60025 		NONE PC TO SUPPORT GENERAL 25,000

CHICAGO CHILDREN'S CHOIR

78 E WASHINGTON STREET 5TH FLOOR
CHICAGO,IL60602 		NONE PC TO SUPPORT TECHNOLOGY 200,000

NATIONAL PARK FOUNDATION

1110 VERMONT AVENUE NW SUITE 200
WASHINGTON,DC20005 		NONE PC TO SUPPORT YOUTH EDUCATION 15,000

PEER HEALTH EXCHANGE

223 W JACKSON BOULEVARD SUITE 600
CHICAGO,IL60606 		NONE PC TO SUPPORT GENERAL 25,000

CHICAGO VOYAGERS

534 PRATT AVE
SCHAUMBURG,IL60193 		NONE PC SUPPORT GENERAL OPERATIONS 43,750

P33

21 SOUTH CLARK STREET SUITE 4301
CHICAGO,IL60603 		NONE PC TO SUPPORT PATHWAYS AND 150,000

CHICAGO READER UNDER FISCAL SPONSOR
READER INSTITUTE FOR COMMUNITY JOURNALIS
2930 S MICHIGAN AVENUE SUITE 102
CHICAGO,IL60616 		NONE PC TO SUPPORT GENERAL 98,000
Total .................................right arrow 3a 2,544,383
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,030,912  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,414,851  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,445,763  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,445,763
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
ELIZABETH MORSE CHARITABLE TRUST XXXXX1008
EIN:
36-6999365
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 740 370   370

TY 2022 CompensationExplanation
Name:
ELIZABETH MORSE CHARITABLE TRUST XXXXX1008
EIN:
36-6999365
Person Name Explanation
JAMES L ALEXANDER SEE THE ATTACHMENT

TY 2022 InvestmentsCorpBondsSchedule
Name:
ELIZABETH MORSE CHARITABLE TRUST XXXXX1008
EIN:
36-6999365
Name of Bond End of Year Book Value End of Year Fair Market Value
464287176 ISHARES TIPS BOND ET 398,707 418,309
48121L114 JPM STRAT INC OPP FD    
4812C0100 JPM CORE BD FD - USD 2,873,091 2,496,498
92837F755 VIRTUS SEIX FLT RT H 1,000,000 851,648
704329242 PAYDEN EMER MRKT BON 1,197,211 869,027
258620566 DOUBLELINE TTL RTRN 1,350,000 1,057,058
48121L320 JPM UNCONSTRAINED DE 2,100,000 2,032,817

TY 2022 InvestmentsCorpStockSchedule
Name:
ELIZABETH MORSE CHARITABLE TRUST XXXXX1008
EIN:
36-6999365
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 42,759 77,919
110122108 BRISTOL-MYERS SQUIBB 115,368 129,006
172967424 CITIGROUP INC    
437076102 HOME DEPOT INC    
438516106 HONEYWELL INTERNATIO 16,854 93,649
464287465 ISHARES MSCI EAFE ET 4,024,510 4,377,597
464287499 ISHARES RUSSELL MID- 339,082 1,638,495
464287598 ISHARES RUSSELL 1000 430,302 888,669
464287655 ISHARES RUSSELL 2000 299,259 635,891
532457108 ELI LILLY & CO 22,610 111,581
548661107 LOWE'S COS INC 5,610 58,377
577130834 MATTHEWS PACIFIC TIG 900,000 880,945
594918104 MICROSOFT CORP 54,530 416,328
609207105 MONDELEZ INTERNATION 19,618 59,852
617446448 MORGAN STANLEY 42,179 117,838
666807102 NORTHROP GRUMMAN COR    
713448108 PEPSICO INC 63,146 105,867
723787107 PIONEER NATURAL RESO 47,912 96,152
854502101 STANLEY BLACK & DECK    
882508104 TEXAS INSTRUMENTS IN 56,616 120,611
907818108 UNION PACIFIC CORP    
949746101 WELLS FARGO & CO 84,838 104,422
988498101 YUM] BRANDS INC    
02079K107 ALPHABET INC-CL C 65,017 211,177
02079K305 ALPHABET INC-CL A 8,925 55,144
09062X103 BIOGEN INC 52,347 49,292
16119P108 CHARTER COMMUNICATIO    
20030N101 COMCAST CORP-CLASS A    
30303M102 META PLATFORMS INC-C 116,668 88,570
31620M106 FIDELITY NATIONAL IN    
57636Q104 MASTERCARD INC - A 72,165 192,295
58933Y105 MERCK & CO. INC.    
65339F101 NEXTERA ENERGY INC 81,829 121,220
67103H107 O'REILLY AUTOMOTIVE 27,294 80,183
91324P102 UNITEDHEALTH GROUP I 63,975 293,720
92532F100 VERTEX PHARMACEUTICA    
94106B101 WASTE CONNECTIONS IN 33,297 64,554
96208T104 WEX INC    
H1467J104 CHUBB LTD    
023135106 AMAZON.COM INC 145,439 213,528
032654105 ANALOG DEVICES INC 54,255 66,268
037833100 APPLE INC 4,756 249,985
060505104 BANK OF AMERICA CORP 31,614 84,290
48129C603 JPM US LARGE CAP COR 1,968,610 1,533,873
655844108 NORFOLK SOUTHERN COR 68,009 108,425
67066G104 NVIDIA CORP 14,734 48,080
77956H385 T ROWE PRICE NEW ASI 1,003,902 1,191,837
98956P102 ZIMMER BIOMET HOLDIN    
025816109 AMERICAN EXPRESS CO 50,863 66,488
191216100 COCA-COLA CO/THE    
64110L106 NETFLIX INC    
70450Y103 PAYPAL HOLDINGS INC    
79466L302 SALESFORCE.COM INC    
G5494J103 LINDE PLC 62,603 121,013
G5960L103 MEDTRONIC PLC    
00287Y109 ABBVIE INC 87,413 163,388
315911750 FIDELITY 500 INDEX F 6,900,000 9,548,533
337738108 FISERV INC    
580135101 MCDONALD'S CORP 85,671 100,141
742718109 PROCTER & GAMBLE CO/    
N6596X109 NXP SEMICONDUCTORS N 133,951 152,815
00771X419 GQG PART EMERG MKTS 1,500,000 1,113,102
007903107 ADVANCED MICRO DEVIC 68,231 45,015
031100100 AMETEK INC    
04314H857 ARTISAN INTL VAL-INS 1,750,000 1,809,553
09857L108 BOOKING HOLDINGS INC 76,069 88,672
115233207 BROWN ADV SUSTAIN GR 1,750,000 1,641,337
461202103 INTUIT INC 60,965 75,119
461418444 WCM FOCUSED INTL GRO 1,750,000 1,453,528
512807108 LAM RESEARCH CORP    
518439104 ESTEE LAUDER COMPANI    
693506107 PPG INDUSTRIES INC    
75513E101 RAYTHEON TECHNOLOGIE 43,656 45,919
883556102 THERMO FISHER SCIENT 104,169 148,136
N07059210 ASML HOLDING NV-NY R 18,712 34,970
20825C104 CONOCOPHILLIPS 117,905 192,576
22160K105 COSTCO WHOLESALE COR 67,937 62,997
244199105 DEERE & CO 140,641 165,501
363576109 ARTHUR J GALLAGHER & 57,329 75,982
43300A203 HILTON WORLDWIDE HOL 54,254 54,208
45687V106 INGERSOLL RAND INC C 42,646 45,980
46120E602 INTUITIVE SURGICAL I 43,878 38,210
654106103 NIKE INC -CL B 72,246 66,462
679580100 OLD DOMINION FREIGHT 60,135 60,445
75886F107 REGENERON PHARMACEUT 56,572 74,313
78486Q101 SVB FINANCIAL GROUP    
808513105 SCHWAB (CHARLES) COR    
82509L107 SHOPIFY INC - CLASS    
83304A106 SNAP INC - A    
98138H101 WORKDAY INC-CLASS A    
G29183103 EATON CORP PLC 57,655 68,273
G6095L109 APTIV PLC    
G8994E103 TRANE TECHNOLOGIES P 42,947 47,401
023608102 AMEREN CORPORATION 79,780 75,849
099502106 BOOZ ALLEN HAMILTON 60,033 74,105
30231G102 EXXON MOBIL CORP 69,143 68,607
46637K174 JPM MID CAP EQ FD - 1,665,000 1,557,052
61174X109 MONSTER BEVERAGE COR 71,950 80,919
64122Q531 NBRGR BRMN GENESIS-R 665,000 564,648
743315103 PROGRESSIVE CORP 95,212 104,287
78409V104 S&P GLOBAL INC 61,965 57,610
872590104 T-MOBILE US INC 76,904 75,880

TY 2022 InvestmentsOtherSchedule2
Name:
ELIZABETH MORSE CHARITABLE TRUST XXXXX1008
EIN:
36-6999365
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
139954929 APOLLO EPF II PRIVAT AT COST   34,187
325691947 CLAYTON, DUBILIER & AT COST   50,116
425955911 RIVERSTONE GLOBAL EN AT COST 405,311 201,455
476499926 J.C. FLOWERS III PRI AT COST   38,344
510000920 LC ASIA PRIVATE INVE AT COST   89,046
811711969 STARWOOD SOF IX PRIV AT COST 251,512 80,249
855711974 STARWOOD SOF VIII PR AT COST 272,062 67,915
72201P175 PIMCO COMMODITYPL ST AT COST 600,000 193,359
HFVARAAV3 VARDE CREDIT PARTNER AT COST 750,000 1,035,876
HEBLAAAK6 BLACKSTONE PARTNERS AT COST 1,099,997 2,188,933
HEGTRADR8 GOLDENTREE OFFSHORE AT COST 2,255  
HEGTRADS6 GOLDENTREE OFFSHORE AT COST 2,193  
HECTUAJD3 COATUE OFFSHORE FUND AT COST 600,000 2,698,005

TY 2022 LegalFeesSchedule
Name:
ELIZABETH MORSE CHARITABLE TRUST XXXXX1008
EIN:
36-6999365
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 1,846     1,846


TY 2022 OtherAssetsSchedule
Name:
ELIZABETH MORSE CHARITABLE TRUST XXXXX1008
EIN:
36-6999365
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT - LEASE 4,912 4,912 4,912


TY 2022 OtherDecreasesSchedule
Name:
ELIZABETH MORSE CHARITABLE TRUST XXXXX1008
EIN:
36-6999365
Description Amount
2022 TRANSACTIONS POSTED IN 2023 9,709
COST ADJUSTMENT 3


TY 2022 OtherExpensesSchedule
Name:
ELIZABETH MORSE CHARITABLE TRUST XXXXX1008
EIN:
36-6999365
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 15 0   15
AT & T 14,012 0   14,012
SERVICE AND UPDATE IT SYSTEMS 19,969 0   19,969
PRINTING 584 0   584
TRAVELERS INSURANCE 413 0   413
HARTFORD INSURANCE 1,940 0   1,940
TRAVEL EXPENSES 39 0   39
MBMD LLC-3RD PARTY EVALUATION 12,233 0   12,233
PAYROLL PROCESSING FEE 2,370 0   2,370
PARTNERSHIP EXPENSE 2,471 2,471   0
CONSULTING FEE - RETIRE PLAN 750 0   750


TY 2022 OtherIncreasesSchedule
Name:
ELIZABETH MORSE CHARITABLE TRUST XXXXX1008
EIN:
36-6999365
Description Amount
2021 TRANSACTIONS POSTED IN 2022 14,496


TY 2022 TaxesSchedule
Name:
ELIZABETH MORSE CHARITABLE TRUST XXXXX1008
EIN:
36-6999365
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,249 1,249   0
FEDERAL TAX PAYMENT - PRIOR YE 29,304 0   0
FOREIGN TAXES ON QUALIFIED FOR 5,314 5,314   0
FOREIGN TAXES ON NONQUALIFIED 3,991 3,991   0