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
JACQUELINE G ARCHER CHARITABLE TRUST

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

68-6218949

B Telephone number (see instructions)

(800) 496-2583

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

$15,993,660J 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...	384,995		349,510
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		430,954
b	Gross sales price for all assets on line 6a 2,663,586
7	Capital gain net income (from Part IV, line 2)...			430,954
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........	815,949		780,464
13	Compensation of officers, directors, trustees, etc.	116,434		76,434		40,000
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	24,361	9,995		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............	534		534
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	141,329		86,963	0	40,000
25	Contributions, gifts, grants paid.......	675,652				675,652
26	Total expenses and disbursements. Add lines 24 and 25	816,981		86,963	0	715,652
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,032
b	Net investment income (if negative, enter -0-)			693,501
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.............	104,602	29,210	29,210
	2	Savings and temporary cash investments.........	141,512	267,292	267,292
	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)
	b	Investments—corporate stock (attach schedule).......	8,310,229	List of Attached Documents: // Content 8,100,195	11,958,082
	c	Investments—corporate bonds (attach schedule).......	3,907,585	List of Attached Documents: // Content 4,065,203	3,731,598
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 1,600	List of Attached Documents: // Content 1,600	List of Attached Documents: // Content 7,478
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	12,465,528	12,463,500	15,993,660
	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........	12,465,528	12,463,500
	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).....	12,465,528	12,463,500
	30	Total liabilities and net assets/fund balances (see instructions).	12,465,528	12,463,500

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

12,465,528

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

-1,032

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

List of Attached Documents:

// Content

14,508

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

12,479,004

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

15,504

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

12,463,500

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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	6. ALPHABET INC-CL A	2016-07-11	2023-01-06
b	9. ALPHABET INC-CL A	2016-07-11	2023-01-06
c	3. APPLE COMPUTER INC	2017-02-02	2023-01-06
d	3. APPLE COMPUTER INC	2017-02-02	2023-01-06
e	3554.625 FIDELITY 500 INDEX FUND		2023-01-18
	11. AMEREN CORP		2023-01-25
	2. AMEREN CORP	2022-05-11	2023-01-25
	1. O'REILLY AUTOMOTIVE INC	2020-04-16	2023-01-25
	1. O'REILLY AUTOMOTIVE INC	2020-06-30	2023-02-07
	2. O'REILLY AUTOMOTIVE INC	2020-06-30	2023-02-08
	1545.654 FIDELITY 500 INDEX FUND	2018-02-13	2023-02-13
	14741.881 SIX CIRCLES CREDIT OPPORT		2023-02-13
	8. BOOZ ALLEN HAMILTON HOLDINGS		2023-03-07
	1. BOOZ ALLEN HAMILTON HOLDINGS	2022-05-19	2023-03-07
	13. BOOZ ALLEN HAMILTON HOLDINGS		2023-03-07
	8. BOOZ ALLEN HAMILTON HOLDINGS		2023-03-08
	1. BOOZ ALLEN HAMILTON HOLDINGS	2022-07-01	2023-03-09
	13. TRANE TECHNOLOGIES PLC		2023-03-24
	7. NXP SEMICONDUCTORS NV	2020-11-02	2023-03-28
	1. NXP SEMICONDUCTORS NV	2020-11-02	2023-03-29
	1. NXP SEMICONDUCTORS NV	2020-11-02	2023-03-29
	1. NXP SEMICONDUCTORS NV	2020-11-02	2023-03-30
	1. NXP SEMICONDUCTORS NV	2021-12-06	2023-03-30
	896.865 FIDELITY 500 INDEX FUND		2023-06-13
	3593.597 SIX CIRCLES US UNCONSTR EQ	2018-10-29	2023-06-13
	7366.804 FIDELITY INTL INDX-INST PRM		2023-06-21
	2027.911 FIDELITY 500 INDEX FUND		2023-06-21
	1. JPMORGAN BETABUILDERS CANADA	2018-08-15	2023-06-21
	926. JPMORGAN BETABUILDERS CANADA	2018-08-15	2023-06-21
	4. LILLY ELI & CO		2023-06-23
	6. ABBVIE INC	2020-03-31	2023-07-07
	2. LILLY ELI & CO		2023-07-07
	1. REGENERON PHARMACEUTICALS INC	2021-10-12	2023-07-07
	1578. JPMORGAN BETABUILDERS EUROPE ETF	2023-01-18	2023-07-27
	1097. JPMORGAN BETABUILDERS EUROPE ETF	2023-01-18	2023-07-27
	. VALEANT PHARMACEUTICALS INTE		2023-08-01
	3. THERMO ELECTRON CORP		2023-09-12
	413.035 FIDELITY 500 INDEX FUND	2018-07-11	2023-09-13
	5778.176 SIX CIRCLES US UNCONSTR EQ	2018-10-29	2023-09-13
	1. THERMO ELECTRON CORP	2020-07-10	2023-09-13
	1. THERMO ELECTRON CORP	2020-07-10	2023-09-13
	2. THERMO ELECTRON CORP	2020-07-10	2023-09-13
	1. THERMO ELECTRON CORP	2022-08-31	2023-09-14
	1. THERMO ELECTRON CORP	2022-08-31	2023-09-15
	25. NIKE INC		2023-09-22
	14. NIKE INC	2021-03-03	2023-09-22
	12. RTX CORP	2023-03-07	2023-09-25
	20. RTX CORP		2023-09-25
	1. LILLY ELI & CO	2020-11-25	2023-10-27
	5. DEERE & CO	2022-02-08	2023-11-08
	5873. ISHARES US TREASURY BOND ETF		2023-12-04
	5862. ISHARES US TREASURY BOND ETF		2023-12-04
	1355. VANGUARD BD INDEX TOTAL BD MKT ETF	2021-05-21	2023-12-04
	1354. VANGUARD BD INDEX TOTAL BD MKT ETF		2023-12-04
	578. ISHARES TR S & P MIDCAP 400 INDEX FD		2023-12-12
	11. AMEREN CORP		2023-12-18
	9. AMEREN CORP		2023-12-18
	4. AMEREN CORP	2022-08-25	2023-12-18
	2. AMEREN CORP	2023-09-22	2023-12-19
	1. AMEREN CORP	2022-08-25	2023-12-19
	5. AMEREN CORP	2023-09-22	2023-12-19
	3. AMEREN CORP		2023-12-19

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	517	218	299
b	767	327	440
c	379	96	283
d	377	96	281
e	484,531	328,372	156,159
	947	1,032	-85
	173	187	-14
	801	373	428
	802	420	382
	1,571	841	730
	222,095	144,148	77,947
	131,645	149,521	-17,876
	769	650	119
	96	81	15
	1,240	1,119	121
	741	723	18
	92	91	1
	2,354	2,003	351
	1,212	958	254
	177	137	40
	177	137	40
	181	137	44
	182	225	-43
	136,377	84,158	52,219
	48,514	34,031	14,483
	340,641	312,933	27,708
	308,283	195,302	112,981
	60	49	11
	55,652	45,203	10,449
	1,833	578	1,255
	815	456	359
	906	289	617
	696	544	152
	86,922	83,141	3,781
	60,980	57,798	3,182
	130		130
	1,533	1,114	419
	64,227	40,052	24,175
	80,432	54,719	25,713
	518	383	135
	513	383	130
	1,036	766	270
	508	546	-38
	516	546	-30
	2,285	2,977	-692
	1,280	1,913	-633
	853	1,190	-337
	1,421	1,916	-495
	558	144	414
	1,849	1,936	-87
	132,009	154,551	-22,542
	131,733	132,143	-410
	96,872	115,327	-18,455
	96,787	116,166	-19,379
	152,520	156,299	-3,779
	787	1,045	-258
	640	861	-221
	285	383	-98
	143	160	-17
	71	96	-25
	360	401	-41
	215	241	-26

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			299
b			440
c			283
d			281
e			156,159
			-85
			-14
			428
			382
			730
			77,947
			-17,876
			119
			15
			121
			18
			1
			351
			254
			40
			40
			44
			-43
			52,219
			14,483
			27,708
			112,981
			11
			10,449
			1,255
			359
			617
			152
			3,781
			3,182
			130
			419
			24,175
			25,713
			135
			130
			270
			-38
			-30
			-692
			-633
			-337
			-495
			414
			-87
			-22,542
			-410
			-18,455
			-19,379
			-3,779
			-258
			-221
			-98
			-17
			-25
			-41
			-26

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	430,954
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	9,640
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	9,640
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	9,640
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	11,012
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	11,012
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,372
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax1,372	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

JP MORGAN CHASE BANK NA Telephone no. right arrow

(800) 496-2583

Located at right arrow

10 S DEARBORN ST MC IL1-0111CHICAGOIL ZIP+4 right arrow

60603

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
JP MORGAN CHASE BANK NA	TRUSTEE 2	116,434
10 S DEARBORN ST MC IL1-0111 CHICAGO,IL60603	TRUSTEE 2	116,434

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

14,855,609

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

183,329

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

7,478

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

15,046,416

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

15,046,416

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

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

225,696

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

14,820,720

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

741,036

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

741,036

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

9,640

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

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

9,640

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

731,396

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

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

731,396

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

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

731,396

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 ..........

715,652

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. .......

715,652

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					731,396
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				114,174
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: $ 715,652
a Applied to 2022, but not more than line 2a				114,174
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.....					601,478
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 ..........					129,918
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
WORLD VILLAGES FOR CHILDREN 4200 PARLIAMENT PLACE LANHAM,MD20706	NONE	PC	GENERAL	3,474
SOUTHEAST ASIAN RELIEF INC P O BOX 15025 ST PETERSBURG,FL33733	NONE	PC	GENERAL OPERATING	1,737
WESTSIDE GLOBAL METHODIST CHURCH 701 N 20TH ST COLORADO SPRINGS,CO80904	NONE	PC	GENERAL	6,948
SPECIAL OLYMPICS CO 384 INVERNESS PKWY 100 ENGLEWOOD,CO80112	NONE	PC	GENERAL	27,790
ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS,TN38105	NONE	PC	GENERAL	34,738
THE SALVATION ARMY 4505 W ALAMEDA AVE COLORADO SPRINGS,CO80909	NONE	PC	GENERAL	34,738
YMCA OF THE PIKES PEAK REGION 207 N NEVADA AVE COLORADO SPRINGS,CO80903	NONE	PC	GENERAL	27,790
ST FRANCIS MISSION 350 OAK ST ST FRANCIS,SD57572	NONE	PC	GENERAL	13,895
RONALD MCDONALD HOUSE CHARITIES 311 N LOGAN AVE COLORADO SPRINGS,CO80909	NONE	PC	GENERAL	34,738
SOUTHWEST INDIAN FOUNDATION 100 W COAL AVE GALLUP,NM87301	NONE	PC	GENERAL	13,895
PIKES PEAK HOSPICE & PALLIATIVE CARE 2550 TENDERFOOT HILL ST COLORADO SPRINGS,CO80906	NONE	PC	GENERAL	34,738
CHILD NURSERY CENTERS INC 104 E RIO GRANDE ST COLORADO SPRINGS,CO80903	NONE	PC	GENERAL	13,895
CHEYENNE MOUNTAIN ZOOLOGICAL SOCIETY 4250 CHEYENNE MOUNTAIN ZOO RD COLORADO SPRINGS,CO80906	NONE	PC	GENERAL	6,948
ST LABRE INDIAN SCHOOL 1000 TONGUE RIVER RD ASHLAND,MT59003	NONE	PC	GENERAL	34,738
BOYS & GIRLS CLUBS-PIKES PEAK REGION 102 E PIKES PEAK AVE 500 COLORADO SPRINGS,CO80903	NONE	PC	GENERAL	13,895
RED CLOUD INDIAN SCHOOL 100 MISSION DRIVE PINE RIDGE,SD57770	NONE	PC	GENERAL	13,895
MAKE A WISH FOUNDATION OF COLORADO INC 7951 E MAPLEWOOD AVE 126 GREENWOOD VILLAGE,CO80111	NONE	PC	GENERAL	13,895
COLORADO SPRINGS CHRISTIAN SCHOOL 4855 MALLOW RD COLORADO SPRINGS,CO80907	NONE	PC	GENERAL	6,948
UNITED STATES OLYMPIC COMMITTEE ONE OLYMPIC PLAZA COLORADO SPRINGS,CO80909	NONE	PC	GENERAL	6,948
DAKOTA INDIAN FOUNDATION 209 N MAIN ST PO BOX 340 CHAMBERLAIN,SD57325	NONE	PC	GENERAL	13,895
COLORADO BOYS RANCH FOUNDATION PO BOX 681 LA JUNTA,CO81050	NONE	PC	GENERAL	17,369
HUMANE SOCIETY OF PIKES PEAK REGION 610 ABBOT LANE COLORADO SPRINGS,CO80905	NONE	PC	GENERAL	34,738
CHRISTIAN HOME FOR CHILDREN INC 1880 SOUTH CASCADE AVENUE COLORADO SPRINGS,CO80906	NONE	PC	GENERAL	34,738
SILVER KEY SENIOR SERVICES 1625 S MURRAY BLVD COLORADO SPRINGS,CO80916	NONE	PC	GENERAL	138,951
GUIDEPOSTS A CHURCH CORPORATION 39 SEMINARY HILL ROAD CARMEL,NY10512	NONE	PC	GENERAL	6,948
DISCOVER GOODWILL OF SOUTHERN AND WESTER 1460 GARDEN OF THE GODS ROAD COLORADO SPRINGS,CO80907	NONE	PC	GENERAL	41,685
CHEYENNE VILLAGE 6275 LEHMAN DR COLORADO SPRINGS,CO80918	NONE	PC	GENERAL	41,685
Total ................................. 3a				675,652

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	384,995
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	430,954
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) ..				815,949

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

815,949

(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:

JACQUELINE G ARCHER CHARITABLE TRUST

EIN:

68-6218949

Name of Bond	End of Year Book Value	End of Year Fair Market Value
92203J308 VANGUARD TTL INTL BN	595,408	506,607
83002G702 SIX CIRCLES GLOBAL B	1,417,508	1,256,966
83002G884 SIX CIRCLES CREDIT O	292,154	286,303
46429B267 ISHARES US TREASURY
921937835 VANGUARD TOTAL BOND	532,591	478,296
92206C771 VANGUARD MORTGAGE-BA	177,748	155,399
92203J407 VANGUARD TOTAL INTL	584,664	567,500
92206C870 VANGUARD INT-TERM CO	465,130	480,527

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

JACQUELINE G ARCHER CHARITABLE TRUST

EIN:

68-6218949

Name of Stock	End of Year Book Value	End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO	2,631	4,336
110122108 BRISTOL-MYERS SQUIBB	5,872	4,105
438516106 HONEYWELL INTERNATIO	1,569	3,984
532457108 ELI LILLY & CO	1,016	4,080
548661107 LOWE'S COS INC	1,228	2,893
594918104 MICROSOFT CORP	6,696	30,083
609207105 MONDELEZ INTERNATION	1,783	2,897
617446448 MORGAN STANLEY	2,459	5,782
713448108 PEPSICO INC	3,385	4,416
723787107 PIONEER NATURAL RESO	1,527	4,273
882508104 TEXAS INSTRUMENTS IN	3,921	5,455
949746101 WELLS FARGO & CO	4,595	5,513
02079K107 ALPHABET INC-CL C	5,803	14,798
02079K305 ALPHABET INC-CL A	473	1,816
09062X103 BIOGEN INC	3,337	3,105
30303M102 META PLATFORMS INC-C	7,727	12,389
57636Q104 MASTERCARD INC - A	8,535	10,236
65339F101 NEXTERA ENERGY INC	6,366	4,738
67103H107 O'REILLY AUTOMOTIVE
78462F103 SPDR S&P 500 ETF TRU	1,721,474	3,864,270
91324P102 UNITEDHEALTH GROUP I	7,372	13,162
94106B101 WASTE CONNECTIONS IN	2,310	3,284
023135106 AMAZON.COM INC	16,966	17,169
032654105 ANALOG DEVICES INC	3,044	3,574
037833100 APPLE INC	2,565	15,402
060505104 BANK OF AMERICA CORP	4,599	4,781
655844108 NORFOLK SOUTHERN COR	4,559	4,728
67066G104 NVIDIA CORP	4,130	13,866
025816109 AMERICAN EXPRESS CO	2,587	3,747
315911727 FIDELITY INTL INDX-I	488,259	539,110
315911750 FIDELITY 500 INDEX F	1,262,490	1,943,675
83002G306 SIX CIRCLES US UNCON	1,676,145	2,266,407
83002G405 SIX CIRCLES INTL UNC	1,302,505	1,456,623
G5494J103 LINDE PLC
00287Y109 ABBVIE INC	4,249	6,509
337738108 FISERV INC	3,251	3,454
580135101 MCDONALD'S CORP	4,110	5,041
N6596X109 NXP SEMICONDUCTORS N	6,735	7,350
007903107 ADVANCED MICRO DEVIC	4,271	5,454
09857L108 BOOKING HOLDINGS INC	3,617	7,094
461202103 INTUIT INC	3,623	6,250
518439104 ESTEE LAUDER COMPANI	1,475	1,463
75513E101 RAYTHEON TECHNOLOGIE
883556102 THERMO FISHER SCIENT	1,580	1,592
N07059210 ASML HOLDING NV-NY R	1,574	3,028
20825C104 CONOCOPHILLIPS	6,803	8,357
22160K105 COSTCO WHOLESALE COR	3,553	4,621
244199105 DEERE & CO	4,616	4,798
363576109 ARTHUR J GALLAGHER &	2,649	4,048
43300A203 HILTON WORLDWIDE HOL	2,384	3,460
45687V106 INGERSOLL RAND INC C	2,107	3,016
46120E602 INTUITIVE SURGICAL I	2,368	2,699
46641Q191 JPMORGAN BETABUILDER	299,806	320,469
46641Q217 JPMORGAN BETABUILDER	526,789	536,807
46641Q225 JPMORGAN BETABUILDER	293,129	402,097
46641Q233 JPMORGAN BETABUILDER	309,405	289,733
654106103 NIKE INC -CL B
679580100 OLD DOMINION FREIGHT	2,428	3,648
75886F107 REGENERON PHARMACEUT	2,682	3,513
G29183103 EATON CORP PLC	2,609	4,576
G8994E103 TRANE TECHNOLOGIES P
023608102 AMEREN CORPORATION
099502106 BOOZ ALLEN HAMILTON
30231G102 EXXON MOBIL CORP	5,920	5,299
61174X109 MONSTER BEVERAGE COR	3,220	4,033
743315103 PROGRESSIVE CORP	4,265	5,734
78409V104 S&P GLOBAL INC	3,223	3,965
872590104 T-MOBILE US INC	3,355	3,848
573284106 MARTIN MARIETTA MATE	4,259	4,989
842587107 SOUTHERN CO/THE	1,642	1,613
863667101 STRYKER CORP	3,842	3,893
872540109 TJX COMPANIES INC	2,373	2,720
G54950103 LINDE PLC	4,355	8,214

- TIN:

TY 2023 OtherAssetsSchedule

Name:

JACQUELINE G ARCHER CHARITABLE TRUST

EIN:

68-6218949

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
910R00408 ARCHER MOHAVE COUNTY	1,500	1,500	6,420
910R00412 ARCHER NAVAJO COUNTY	100	100	1,058

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

JACQUELINE G ARCHER CHARITABLE TRUST

EIN:

68-6218949

Description	Amount
2023 TRANSACTION POSTED IN 2024	15,496
ADJUSTMENT TO INCOME	8

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

JACQUELINE G ARCHER CHARITABLE TRUST

EIN:

68-6218949

Description	Amount
2022 TRANSACTION POSTED IN 2023	14,483
ROUNDING	6
COST BASIS ADJUSTMENT	19

- TIN:

TY 2023 TaxesSchedule

Name:

JACQUELINE G ARCHER CHARITABLE TRUST

EIN:

68-6218949

Category	Amount	Net Investment Income
FOREIGN TAXES	49	49
REAL ESTATE TAX ON NON-RENTAL	88	88
FEDERAL TAX PAYMENT - PRIOR YE	3,354	0
FEDERAL ESTIMATES - INCOME	11,012	0
FOREIGN TAXES ON QUALIFIED FOR	8,454	8,454
FOREIGN TAXES ON NONQUALIFIED	1,404	1,404