TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
MARIE C WOLF CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 95672
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606945672

A Employer identification number

36-7160372

B Telephone number (see instructions)

(312) 461-5154

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$8,786,515J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	163,981		163,981
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		49,726
b	Gross sales price for all assets on line 6a 1,469,881
7	Capital gain net income (from Part IV, line 2)...			49,726
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).......		59	59
12	Total. Add lines 1 through 11........	213,766		213,766
13	Compensation of officers, directors, trustees, etc.	70,732		35,366		35,366
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,111	2,270		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	92	77		15
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	74,935		37,713	0	35,381
25	Contributions, gifts, grants paid.......	370,141				370,141
26	Total expenses and disbursements. Add lines 24 and 25	445,076		37,713	0	405,522
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-231,310
b	Net investment income (if negative, enter -0-)			176,053
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		-14,365	-14,365
	2	Savings and temporary cash investments.........	148,856	36,744	36,744
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	334,246	List of Attached Documents: // Content 232,201	206,041
	b	Investments—corporate stock (attach schedule).......	2,479,768	List of Attached Documents: // Content 2,445,235	4,151,160
	c	Investments—corporate bonds (attach schedule).......	765,580	List of Attached Documents: // Content 977,697	949,631
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	124,663		0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 2,707,459	List of Attached Documents: // Content 2,649,793	List of Attached Documents: // Content 3,457,304
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,560,572	6,327,305	8,786,515
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	6,560,572	6,327,305
	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).....	6,560,572	6,327,305
	30	Total liabilities and net assets/fund balances (see instructions).	6,560,572	6,327,305

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

6,560,572

Enter amount from Part I, line 27a .....................

-231,310

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

6,329,262

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

1,957

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

6,327,305

Form 990-PF (2023)

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	1010. ALTRIA GROUP INC		2022-10-28	2023-01-20
b	20. TARGET CORP COMMON STOCK		2022-10-28	2023-01-20
c	166. TARGET CORP COMMON STOCK		2019-12-20	2023-01-20
d	75000. FEDERAL FARM CREDIT BANK 5.95% 17 OCT 2030		2022-11-08	2023-01-24
e	570. BAXTER INTERNATIONAL INC		2022-10-28	2023-02-28
	50000. REPUBLIC SERVICES INC 4.75% 15 MAY 2023		2019-11-14	2023-03-13
	10489.275 ABERDEEN EMER MKTS-INST		2016-08-10	2023-04-05
	845. COMCAST CORP-CLASS A		2022-10-28	2023-04-28
	1124. COMCAST CORP-CLASS A		2011-12-15	2023-04-28
	150. ILLINOIS TOOL WORKS INC COMMON STOCK		2022-10-28	2023-04-28
	935. ANHEUSER-BUSCH INBEV-SPN ADR		2022-10-28	2023-06-09
	245. CHECK POINT SOFTWARE TECH		2022-10-28	2023-06-09
	80. ABBOTT LABORATORIES		2023-04-28	2023-08-18
	691. COCA COLA COMPANY COMMON STOCK		2021-01-05	2023-08-18
	48. WALT DISNEY CO.		2021-04-09	2023-08-18
	85. DISCOVER FINANCIAL SERVICES		2012-05-24	2023-08-18
	22. UNITED RENTALS INC COMMON STOCK		2019-06-20	2023-08-18
	25000. CAMPBELL CO 15 OCT 2020 1.45% 01 AUG 2029		2020-10-22	2023-09-08
	5880.046 ARTISAN HIGH INCOME-INST		2020-09-18	2023-10-17
	5289.223 PIMCO PREFER & CAPITAL-INST		2020-09-18	2023-10-17
	109. SPDR S&P MIDCAP 400 ETF TRST		2016-07-14	2023-10-17
	50000. FEDERAL HOME LOAN BANK 3.5% 26 OCT 2023		2022-06-30	2023-10-26
	204. CROWDSTRIKE HOLDINGS INC - A		2023-06-09	2023-10-30
	440. ENTERGY CORPORATION NEW COMMON STOCK		2022-10-28	2023-10-30
	975. TAPESTRY INC		2022-10-28	2023-10-30
	75000. NYC TRANS FI 05 NOV 2015 2.8% 01 NOV 2023		2019-11-21	2023-11-01
	100000. AMERICAN HONDA FINANCE 2.15% 10 SEP 2024		2019-11-14	2023-11-14
	50000. DEERE & COMPANY 2.75% 15 APR 2025		2021-03-15	2023-11-14
	689. CISCO SYSTEMS INC COMMON STOCK		2022-10-28	2023-12-21
	104. DEERE & CO		2023-01-20	2023-12-21
	820. DUPONT DE NEMOURS INC		2022-10-28	2023-12-21
	1610. ENBRIDGE INC		2022-10-28	2023-12-21
	250. J P MORGAN CHASE & COCOMMON STOCK		2022-10-28	2023-12-21
	1985. PFIZER INC COMMON STOCK		2020-06-22	2023-12-21
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	45,156	46,852	-1,696
b	3,226	3,358	-132
c	26,778	21,470	5,308
d	75,000	74,663	337
e	22,470	31,395	-8,925
	49,863	54,056	-4,193
	137,095	143,598	-6,503
	34,119	27,073	7,046
	45,384	13,227	32,157
	36,129	32,205	3,924
	51,363	47,132	4,231
	30,721	31,417	-696
	8,342	8,779	-437
	41,688	32,928	8,760
	4,102	8,941	-4,839
	7,796	2,749	5,047
	9,799	2,882	6,917
	20,256	24,796	-4,540
	50,039	56,625	-6,586
	43,583	56,806	-13,223
	50,270	30,730	19,540
	50,000	50,000
	35,719	30,273	5,446
	41,592	46,893	-5,301
	27,365	31,332	-3,967
	75,000	77,249	-2,249
	97,191	99,930	-2,739
	48,326	53,499	-5,173
	34,315	32,648	1,667
	40,653	42,739	-2,086
	60,483	47,165	13,318
	57,138	62,852	-5,714
	41,700	31,580	10,120
	55,202	62,313	-7,111
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018
			12,018

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			-1,696
b			-132
c			5,308
d			337
e			-8,925
			-4,193
			-6,503
			7,046
			32,157
			3,924
			4,231
			-696
			-437
			8,760
			-4,839
			5,047
			6,917
			-4,540
			-6,586
			-13,223
			19,540

			5,446
			-5,301
			-3,967
			-2,249
			-2,739
			-5,173
			1,667
			-2,086
			13,318
			-5,714
			10,120
			-7,111

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	49,726
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 ...................		3

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,447
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	2,447
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	2,447
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	1,560
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,560
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	887
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

BMO BANK NA, C/O MICHELLE WILLMS Telephone no. right arrow

(262) 693-4101

Located at right arrow

PO BOX 95672CHICAGOIL ZIP+4 right arrow

606945672

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

16 At any time during calendar year 2023, 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

Form 990-PF (2023)

Page 5

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2023? .............

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)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 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 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
BMO BANK N A	TRUSTEE 1	70,732
PO Box 95672 CHICAGO,IL606945672	TRUSTEE 1	70,732

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
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2023)

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 arrow

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


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

8,117,230

Average of monthly cash balances.......................

87,272

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

8,204,502

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

8,204,502

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

123,068

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

8,081,434

Minimum investment return. Enter 5% (0.05) of line 5................

404,072

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.)

Minimum investment return from Part IX, line 6..................

404,072

Tax on investment income for 2022 from Part V, line 5.......

2,447

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,447

Distributable amount before adjustments. Subtract line 2c from line 1............

401,625

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

401,625

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

401,625

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

405,522

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

405,522

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					401,625
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				370,142
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	0
b From 2019......	0
c From 2020......	0
d From 2021......	0
e From 2022......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 405,522
a Applied to 2022, but not more than line 2a				370,142
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 2023 distributable amount.....					35,380
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2023.		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 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					366,245
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 2018 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2019....	0
b Excess from 2020....	0
c Excess from 2021....	0
d Excess from 2022....	0
e Excess from 2023....	0

Form 990-PF (2023)

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 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

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).)

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.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2023)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
THE SALVATION ARMY 5550 PRAIRIE STONE PKWY HOFFMAN ESTATES,IL60192	NONE	PC	GENERAL SUPPORT	37,014
MERCY HOSPITAL & MEDICAL CENTER 2525 S MICHIGAN Chicago,IL60616	NONE	PC	GENERAL SUPPORT	148,057
SAINT XAVIER UNIVERSITY 3700 W 103RD ST CHICAGO,IL60655	NONE	PC	GENERAL SUPPORT	74,028
SAINTS FAITH HOPE & CHAIRTY CHURCH 180 RIDGE AVE WINNETKA,IL60093	NONE	PC	GENERAL SUPPORT	55,521
SAINT PHILLIP'S CHURCH 151 S HILL AVE PASADENA,CA911063498	NONE	PC	GENERAL SUPPORT	55,521
Total ................................. 3a				370,141

bApproved for future payment

Total ................................. 3b

Form 990-PF (2023)

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	(e) Related or exempt function income (See instructions.)
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	163,981
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	49,726
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME			14	59
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				213,766

13Total. Add line 12, columns (b), (d), and (e)..................

213,766

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

MARIE C WOLF CHARITABLE TRUST

EIN:

36-7160372

Name of Bond	End of Year Book Value	End of Year Fair Market Value
025816CG2 AMERICAN EXPRESS CO	75,810	73,667
02665WDD0 AMERICAN HONDA FINAN
031162CQ1 AMGEN INC 3.2% 02 NO
06051GFX2 BANK OF AMERICA CORP	106,027	97,350
10373QAV2 BP CAP MARKETS AMERI	77,744	71,891
172967KB6 CITIGROUP INC 2.65%
25245BAB3 DIAGEO INVESTMENT CO
278642AR4 EBAY INC 2.15% 05 JU
45866FAD6 INTERCONTINENTALEXCH	107,992	98,353
718546AR5 PHILLIPS 66 3.9% 15	81,452	72,968
760759AM2 REPUBLIC SERVICES IN
91324PCU4 UNITEDHEALTH GROUP I
927804FU3 VIRGINIA ELEC & POWE
98389BAS9 XCEL ENERGY INC 2.4%
244199BH7 DEERE & COMPANY 2.75
717081EA7 PFIZER INC 3% 15 DEC	109,070	96,408
06417XAP6 BANK OF NOVA SCOTIA	73,886	74,871
126650DX5 CVS HEALTH CORP 5.25	97,554	102,694
26884ABK8 ERP OPERATING LP 4.1	24,283	24,538
38141GXH2 GOLDMAN SACHS GROUP	67,219	70,546
40434LAL9 HP INC 4.2% 15 APR 2	88,536	95,098
828807DM6 SIMON PROPERTY GROUP	40,367	42,001
98388MAD9 XCEL ENERGY INC 4.6%	27,757	29,246

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

MARIE C WOLF CHARITABLE TRUST

EIN:

36-7160372

Name of Stock	End of Year Book Value	End of Year Fair Market Value
001084102 AGCO CORP
00130H105 AES CORP
002824100 ABBOTT LABORATORIES	60,355	60,539
00971T101 AKAMAI TECHNOLOGIES
015351109 ALEXION PHARMACEUTIC
020002101 ALLSTATE CORP
02079K305 ALPHABET INC-CL A	65,636	248,648
023135106 AMAZON.COM INC	102,260	161,816
025816109 AMERICAN EXPRESS CO
037833100 APPLE INC	53,994	311,128
038222105 APPLIED MATERIALS IN
053332102 AUTOZONE INC
071813109 BAXTER INTERNATIONAL
097023105 BOEING CO/THE
09857L108 BOOKING HOLDINGS INC
127387108 CADENCE DESIGN SYS I
14040H105 CAPITAL ONE FINANCIA
166764100 CHEVRON CORP	26,970	52,206
172967424 CITIGROUP INC	62,168	63,271
20030N101 COMCAST CORP-CLASS A
20825C104 CONOCOPHILLIPS
254709108 DISCOVER FINANCIAL S	14,919	56,200
25470F104 DISCOVERY INC - A
256677105 DOLLAR GENERAL CORP	49,540	65,392
30303M102 FACEBOOK INC-CLASS A
34959E109 FORTINET INC
384802104 WW GRAINGER INC
427866108 HERSHEY CO/THE
431475102 HILL-ROM HOLDINGS IN
436440101 HOLOGIC INC
443510607 HUBBELL INC
518439104 ESTEE LAUDER COMPANI
532457108 ELI LILLY & CO	62,963	102,011
548661107 LOWE'S COS INC
56585A102 MARATHON PETROLEUM C
57772K101 MAXIM INTEGRATED PRO
58933Y105 MERCK & CO. INC.
594918104 MICROSOFT CORP	42,345	300,832
617446448 MORGAN STANLEY	19,146	53,246
654106103 NIKE INC -CL B
68389X105 ORACLE CORP	77,133	79,600
688239201 OSHKOSH CORP
697435105 PALO ALTO NETWORKS I	46,960	81,092
717081103 PFIZER INC
737446104 POST HOLDINGS INC
742718109 PROCTER & GAMBLE CO/
754730109 RAYMOND JAMES FINANC
758750103 REGAL REXNORD CORP
759351604 REINSURANCE GROUP OF
79466L302 SALESFORCE INC	40,729	76,574
844741108 SOUTHWEST AIRLINES C
871829107 SYSCO CORP
872540109 TJX COMPANIES INC	21,098	40,620
87612E106 TARGET CORP
89417E109 TRAVELERS COS INC/TH
911363109 UNITED RENTALS INC	19,648	86,013
92826C839 VISA INC-CLASS A SHA	36,476	77,584
931142103 WALMART INC	19,358	52,025
989207105 ZEBRA TECHNOLOGIES C
00206R102 AT&T INC	67,550	56,834
00507V109 ACTIVISION BLIZZARD
00724F101 ADOBE INC
013091103 ALBERTSONS COS INC -
058498106 BALL CORP
060505104 BANK OF AMERICA CORP	65,168	87,980
084670702 BERKSHIRE HATHAWAY I	70,635	112,348
09247X101 BLACKROCK INC	56,237	78,745
17275R102 CISCO SYSTEMS INC
191216100 COCA-COLA CO/THE
22160K105 COSTCO WHOLESALE COR	62,776	102,312
247361702 DELTA AIR LINES INC	40,929	55,276
254687106 WALT DISNEY CO/THE	30,792	22,573
278865100 ECOLAB INC
375558103 GILEAD SCIENCES INC	62,234	63,593
38141G104 GOLDMAN SACHS GROUP	27,195	52,079
437076102 HOME DEPOT INC	21,891	36,388
478160104 JOHNSON & JOHNSON	67,038	70,063
539830109 LOCKHEED MARTIN CORP	49,321	57,561
550021109 LULULEMON ATHLETICA	30,687	49,595
57636Q104 MASTERCARD INC - A
64110L106 NETFLIX INC	87,408	103,705
65339F101 NEXTERA ENERGY INC	35,718	36,444
67066G104 NVIDIA CORP	62,120	227,801
69351T106 PPL CORP
70450Y103 PAYPAL HOLDINGS INC
855244109 STARBUCKS CORP
882508104 TEXAS INSTRUMENTS IN
883556102 THERMO FISHER SCIENT	57,859	66,349
907818108 UNION PACIFIC CORP	32,437	39,545
92556V106 VIATRIS INC
94106L109 WASTE MANAGEMENT INC	43,228	53,730
G5960L103 MEDTRONIC PLC
35671D857 FREEPORT-MCMORAN INC	49,334	63,046
88579Y101 3M CO
007903107 ADVANCED MICRO DEVIC	47,096	112,032
02209S103 ALTRIA GROUP INC
03524A108 ANHEUSER-BUSCH INBEV
26614N102 DUPONT DE NEMOURS IN
29250N105 ENBRIDGE INC
29364G103 ENTERGY CORP
452308109 ILLINOIS TOOL WORKS
46625H100 JPMORGAN CHASE & CO
571903202 MARRIOTT INTERNATION	47,931	67,653
747525103 QUALCOMM INC	47,115	57,129
75886F107 REGENERON PHARMACEUT	30,022	35,132
876030107 TAPESTRY INC
91324P102 UNITEDHEALTH GROUP I	110,354	105,294
M22465104 CHECK POINT SOFTWARE
09260D107 BLACKSTONE INC	29,113	45,822
21036P108 CONSTELLATION BRANDS	51,362	51,251
30231G102 EXXON MOBIL CORP	61,504	60,488
65473P105 NISOURCE INC	61,974	62,525
701094104 PARKER HANNIFIN CORP	46,996	66,802
7591EP100 REGIONS FINANCIAL CO	41,135	41,570
90353T100 UBER TECHNOLOGIES IN	28,378	40,698

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

MARIE C WOLF CHARITABLE TRUST

EIN:

36-7160372

US Government Securities - End of Year Book Value:

232,201

US Government Securities - End of Year Fair Market Value:

206,041

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

MARIE C WOLF CHARITABLE TRUST

EIN:

36-7160372

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
3134GUVQ0 FREDDIE MAC 1.8% 26
3133ELAG9 FEDERAL FARM CREDIT
3130ASL98 FEDERAL HOME LOAN BA
3133ENT42 FEDERAL FARM CREDIT

- TIN:

TY 2023 OtherAssetsSchedule

Name:

MARIE C WOLF CHARITABLE TRUST

EIN:

36-7160372

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
XXX-XX-XXXX ABRDN EMRG MRKTS-INS	143,598	0	0
00766Y513 CHAMPLAIN MID CAP FU	278,276	278,276	326,278
XXX-XX-XXXX ESSEX PROPERTY TRUST		0	0
31420B300 FED HER OPP HIGH YIE		0	0
XXX-XX-XXXX HARBOR CAPITAL APPRE	300,703	300,703	422,726
55273E848 MFS INTERNATIONAL GR	180,188	180,188	228,527
XXX-XX-XXXX T ROWE PR DIVIDEND G	307,570	307,570	538,242
78467Y107 SPDR S&P MIDCAP 400	443,755	413,025	743,312
XXX-XX-XXXX TWEEDY BROWNE GLOBAL		0	0
04314H568 ARTISAN HIGH INCOME-	203,217	146,593	137,459
09260B382 BLACKROCK STRAT INC	121,478	121,478	113,420
09260C307 BLCKRCK SYST MULTI-S	149,958	149,958	145,162
72202E682 PIMCO PREFER & CAPIT	56,806	0	0
77956H377 T ROWE PRICE INTL DI		0	0
XXX-XX-XXXX SIMON PROPERTY GROUP	26,647	26,647	62,476
89832P705 INFINITY Q DIVERS AL	49,194	49,194	154
XXX-XX-XXXX VANGUARD DEV MKT IND	208,403	208,403	235,161
31761R211 VULCAN VALUE PART SM		0	0
XXX-XX-XXXX VANGUARD REAL ESTATE		0	0
74340W103 PROLOGIS INC	47,518	47,518	55,986
XXX-XX-XXXX VANGUARD SMALL-CAP V	190,148	190,148	213,084
XXX-XX-XXXX FIDELITY EMERGING MA		137,024	140,807
XXX-XX-XXXX ISHARES 1-3 YEAR TRE		93,068	94,510

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

MARIE C WOLF CHARITABLE TRUST

EIN:

36-7160372

Description	Amount
COST BASIS ADJUSTMENT	1,957

- TIN:

TY 2023 OtherExpensesSchedule

Name:

MARIE C WOLF CHARITABLE TRUST

EIN:

36-7160372

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE	15	0		15
OTHER EXPENSES	77	77		0

- TIN:

TY 2023 TaxesSchedule

Name:

MARIE C WOLF CHARITABLE TRUST

EIN:

36-7160372

Category	Amount	Net Investment Income
FOREIGN TAXES	863	863
FEDERAL TAX PAYMENT - PRIOR YE	281	0
FEDERAL ESTIMATES - PRINCIPAL	1,560	0
FOREIGN TAXES ON QUALIFIED FOR	947	947
FOREIGN TAXES ON NONQUALIFIED	460	460