Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CONSTANS CULVER FOUNDATION XXXXX0000
 
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

13-6048059
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,524,859J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 156,802 142,504  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 177,329
b Gross sales price for all assets on line 6a 1,452,625
7 Capital gain net income (from Part IV, line 2)... 177,329
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........ 334,131 319,833  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,526 42,020   33,506
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)... Click to see attachment
List of Attached Documents:
// Content
5,090 2,816   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)....... Click to see attachment
List of Attached Documents:
// Content
250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,866 44,836 0 33,756
25 Contributions, gifts, grants paid....... 320,000 320,000
26 Total expenses and disbursements. Add lines 24 and 25 400,866 44,836 0 353,756
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -66,735
b Net investment income (if negative, enter -0-) 274,997
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 54,404 22,015 22,015
2 Savings and temporary cash investments......... 135,058 122,606 122,606
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,321,233 Click to see attachment
List of Attached Documents:
// Content
2,200,792 		3,191,903
c Investments—corporate bonds (attach schedule)....... 1,848,420 Click to see attachment
List of Attached Documents:
// Content
1,997,377 		1,915,223
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 271,084 Click to see attachment
List of Attached Documents:
// Content
271,260 		273,112
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,630,199 4,614,050 5,524,859
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,630,199 4,614,050
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)..... 4,630,199 4,614,050
30 Total liabilities and net assets/fund balances (see instructions). 4,630,199 4,614,050
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,630,199
2
Enter amount from Part I, line 27a .....................
2
-66,735
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
53,664
4
Add lines 1, 2, and 3 ..........................
4
4,617,128
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,078
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,614,050
Form 990-PF (2023)
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 13. ALPHABET INC-CL A   2012-07-11 2023-01-06
b 21. ALPHABET INC-CL A   2012-07-11 2023-01-06
c 7. APPLE COMPUTER INC   2007-02-06 2023-01-06
d 5. APPLE COMPUTER INC   2007-02-06 2023-01-06
e 25. AMEREN CORP     2023-01-25
4. AMEREN CORP   2022-05-11 2023-01-25
2. O'REILLY AUTOMOTIVE INC     2023-01-25
20. ABBVIE INC   2020-03-31 2023-01-26
14. ADVANCED MICRO DEVICES INC   2020-11-06 2023-01-26
47. ALPHABET INC-CL C   2012-07-11 2023-01-26
6. ALPHABET INC-CL A   2012-07-11 2023-01-26
51. AMAZON COM INC   2022-02-04 2023-01-26
11. AMEREN CORP     2023-01-26
9. AMERICAN EXPRESS CO     2023-01-26
8. ANALOG DEVICES INC   2020-11-06 2023-01-26
36. APPLE COMPUTER INC   2007-02-06 2023-01-26
51. BANK OF AMERICA CORPORATION   2012-10-23 2023-01-26
5. BIOGEN IDEC INC   2022-12-01 2023-01-26
1. BOOKING HOLDINGS INC   2020-09-30 2023-01-26
14. BOOZ ALLEN HAMILTON HOLDINGS     2023-01-26
34. BOSTON SCIENTIFIC CORP   2016-12-05 2023-01-26
36. BRISTOL MYERS SQUIBB CO     2023-01-26
20. CONOCOPHILLIPS   2022-02-08 2023-01-26
13. CONOCOPHILLIPS     2023-01-26
3. COSTCO WHSL CORP NEW   2021-10-27 2023-01-26
7. DEERE & CO   2022-03-03 2023-01-26
1. DEERE & CO   2021-08-19 2023-01-26
17. EXXON MOBIL CORP   2023-01-25 2023-01-26
14. FACEBOOK INC-A   2022-12-02 2023-01-26
1. FACEBOOK INC-A   2020-01-08 2023-01-26
8. ARTHUR J GALLAGHER & CO   2021-04-29 2023-01-26
8. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2023-01-26
9. HONEYWELL INTL INC   2010-02-01 2023-01-26
18. INGERSOLL RAND INC COMMON STOCK   2021-05-17 2023-01-26
1. INTUIT   2022-08-03 2023-01-26
3. INTUIT   2020-02-25 2023-01-26
3. INTUITIVE SURGICAL INC NEW   2021-09-15 2023-01-26
800. ISHARES MISCI EAFE INDEX FUND   2022-05-16 2023-01-26
900. ISHARES MISCI EAFE INDEX FUND     2023-01-26
250. JPMORGAN BETABUILDERS CANADA   2018-08-13 2023-01-26
6. LILLY ELI & CO   2016-12-16 2023-01-26
6. LOWES COS INC   2011-09-22 2023-01-26
11. MASTERCARD INC - CLASS A   2009-07-16 2023-01-26
3. MCDONALDS CORP     2023-01-26
4. MCDONALDS CORP   2021-10-27 2023-01-26
34. MICROSOFT CORP   2009-01-29 2023-01-26
18. MONDELEZ INTERNATIONAL-W/I   2011-08-16 2023-01-26
16. MONSTER BEVERAGE CORP     2023-01-26
3. MORGAN STANLEY DEAN WITTER & CO NEW   2022-10-05 2023-01-26
25. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2023-01-26
29. NEXTERA ENERGY INC   2022-08-03 2023-01-26
15. NIKE INC     2023-01-26
8. NORFOLK SOUTHN CORP     2023-01-26
7. NVIDIA CORP   2017-10-03 2023-01-26
1. O'REILLY AUTOMOTIVE INC   2017-05-04 2023-01-26
4. OLD DOMINION FREIGHT LINE INC COM     2023-01-26
12. PEPSICO INC     2023-01-26
9. PIONEER NAT RES CO   2016-02-12 2023-01-26
16. PROGRESSIVE CORP OHIO   2022-04-07 2023-01-26
3. RTX CORP   2022-06-30 2023-01-26
6. RTX CORP   2022-06-30 2023-01-26
2. REGENERON PHARMACEUTICALS INC   2023-01-06 2023-01-26
1. REGENERON PHARMACEUTICALS INC   2021-12-29 2023-01-26
5. S&P GLOBAL INC   2022-12-02 2023-01-26
100. SPDR TR UNIT SER 1   2016-07-18 2023-01-26
11. T-MOBILE US INC   2022-08-31 2023-01-26
15. TEXAS INSTRS INC   2016-02-05 2023-01-26
3. THERMO ELECTRON CORP     2023-01-26
3. THERMO ELECTRON CORP     2023-01-26
11. UNITEDHEALTH GROUP INC   2010-12-01 2023-01-26
9. WASTE CONNECTIONS INC   2016-07-26 2023-01-26
50. WELLS FARGO & CO NEW   2021-02-19 2023-01-26
9. EATON CORP PLC     2023-01-26
7. LINDE PLC/OLD   2018-12-11 2023-01-26
5. TRANE TECHNOLOGIES PLC   2021-02-19 2023-01-26
2. ASML HOLDING NV-NY REG SHS   2020-03-05 2023-01-26
6. NXP SEMICONDUCTORS NV     2023-01-26
13. NXP SEMICONDUCTORS NV     2023-01-26
2. O'REILLY AUTOMOTIVE INC   2017-05-04 2023-02-07
4. O'REILLY AUTOMOTIVE INC   2017-05-04 2023-02-08
16. ABBVIE INC     2023-02-17
11. ADVANCED MICRO DEVICES INC   2020-11-06 2023-02-17
38. ALPHABET INC-CL C   2012-07-11 2023-02-17
5. ALPHABET INC-CL A   2012-07-11 2023-02-17
41. AMAZON COM INC   2022-02-04 2023-02-17
9. AMEREN CORP   2022-05-10 2023-02-17
7. AMERICAN EXPRESS CO   2018-07-18 2023-02-17
7. ANALOG DEVICES INC   2020-11-06 2023-02-17
29. APPLE COMPUTER INC   2007-02-06 2023-02-17
40. BANK OF AMERICA CORPORATION   2012-10-23 2023-02-17
3. BIOGEN IDEC INC     2023-02-17
1. BOOKING HOLDINGS INC   2020-10-05 2023-02-17
11. BOOZ ALLEN HAMILTON HOLDINGS   2022-03-08 2023-02-17
27. BOSTON SCIENTIFIC CORP     2023-02-17
22. BRISTOL MYERS SQUIBB CO     2023-02-17
6. BRISTOL MYERS SQUIBB CO   2019-11-20 2023-02-17
26. CONOCOPHILLIPS     2023-02-17
2. COSTCO WHSL CORP NEW   2021-10-27 2023-02-17
6. DEERE & CO   2021-08-19 2023-02-17
14. EXXON MOBIL CORP     2023-02-17
3. FACEBOOK INC-A   2022-12-02 2023-02-17
9. FACEBOOK INC-A   2014-07-25 2023-02-17
7. ARTHUR J GALLAGHER & CO     2023-02-17
7. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2023-02-17
7. HONEYWELL INTL INC   2010-02-01 2023-02-17
14. INGERSOLL RAND INC COMMON STOCK     2023-02-17
3. INTUIT   2020-02-25 2023-02-17
2. INTUITIVE SURGICAL INC NEW   2022-02-15 2023-02-17
4. LILLY ELI & CO   2016-12-16 2023-02-17
4. LOWES COS INC   2011-09-22 2023-02-17
9. MASTERCARD INC - CLASS A   2009-07-16 2023-02-17
6. MCDONALDS CORP     2023-02-17
28. MICROSOFT CORP   2009-01-29 2023-02-17
14. MONDELEZ INTERNATIONAL-W/I   2011-08-16 2023-02-17
12. MONSTER BEVERAGE CORP   2022-08-24 2023-02-17
22. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2023-02-17
19. NEXTERA ENERGY INC   2022-08-03 2023-02-17
4. NEXTERA ENERGY INC     2023-02-17
15. NIKE INC   2021-03-03 2023-02-17
7. NORFOLK SOUTHN CORP     2023-02-17
5. NVIDIA CORP   2017-10-03 2023-02-17
4. OLD DOMINION FREIGHT LINE INC COM     2023-02-17
9. PEPSICO INC   2014-10-07 2023-02-17
7. PIONEER NAT RES CO     2023-02-17
13. PROGRESSIVE CORP OHIO     2023-02-17
7. RTX CORP     2023-02-17
2. REGENERON PHARMACEUTICALS INC   2021-10-12 2023-02-17
3. S&P GLOBAL INC   2022-12-02 2023-02-17
6553.672 SIX CIRCLES CREDIT OPPORT   2020-11-16 2023-02-17
9. TJX COS INC NEW   2023-02-07 2023-02-17
8. T-MOBILE US INC   2022-08-31 2023-02-17
12. TEXAS INSTRS INC   2016-02-05 2023-02-17
4. THERMO ELECTRON CORP   2020-01-13 2023-02-17
9. UNITEDHEALTH GROUP INC   2010-12-01 2023-02-17
8. WASTE CONNECTIONS INC   2016-07-26 2023-02-17
41. WELLS FARGO & CO NEW     2023-02-17
7. EATON CORP PLC   2021-02-22 2023-02-17
6. LINDE PLC/OLD   2018-12-11 2023-02-17
5. TRANE TECHNOLOGIES PLC   2021-02-19 2023-02-17
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2023-02-17
16. NXP SEMICONDUCTORS NV     2023-02-17
13. BOOZ ALLEN HAMILTON HOLDINGS     2023-03-07
1. BOOZ ALLEN HAMILTON HOLDINGS   2022-03-08 2023-03-07
19. BOOZ ALLEN HAMILTON HOLDINGS     2023-03-07
13. BOOZ ALLEN HAMILTON HOLDINGS     2023-03-08
2. BOOZ ALLEN HAMILTON HOLDINGS   2022-05-19 2023-03-09
19. TRANE TECHNOLOGIES PLC     2023-03-24
822.123 BLCKRCK HI YLD BND PORT-K   2022-07-22 2023-03-27
506.912 SIX CIRCLES CREDIT OPPORT   2020-11-16 2023-03-27
11. NXP SEMICONDUCTORS NV     2023-03-28
1. NXP SEMICONDUCTORS NV   2019-02-21 2023-03-28
2. NXP SEMICONDUCTORS NV     2023-03-29
1. NXP SEMICONDUCTORS NV   2019-02-19 2023-03-29
1. NXP SEMICONDUCTORS NV   2019-02-19 2023-03-30
1. NXP SEMICONDUCTORS NV   2019-02-19 2023-03-30
2643.172 BLCKRCK HI YLD BND PORT-K   2022-07-22 2023-04-17
100. ISHARES 3-7 YEAR TREASURY BO   2022-01-24 2023-04-17
600. ISHARES BARCLAYS 1-3 YEAR TREASURY   2023-01-26 2023-05-03
6. LILLY ELI & CO   2016-12-16 2023-06-23
12. ABBVIE INC   2019-09-16 2023-06-30
9. ADVANCED MICRO DEVICES INC   2023-03-28 2023-06-30
28. ALPHABET INC-CL C   2012-07-11 2023-06-30
29. AMAZON COM INC   2022-02-04 2023-06-30
7. AMEREN CORP   2022-05-10 2023-06-30
5. AMERICAN EXPRESS CO   2018-07-18 2023-06-30
5. ANALOG DEVICES INC   2020-11-06 2023-06-30
21. APPLE COMPUTER INC   2007-02-06 2023-06-30
30. BANK OF AMERICA CORPORATION     2023-06-30
3. BIOGEN IDEC INC   2021-10-12 2023-06-30
1. BOOKING HOLDINGS INC   2020-06-24 2023-06-30
19. BOSTON SCIENTIFIC CORP   2016-12-05 2023-06-30
21. BRISTOL MYERS SQUIBB CO   2019-11-20 2023-06-30
19. CONOCOPHILLIPS     2023-06-30
1. COSTCO WHSL CORP NEW   2021-10-27 2023-06-30
5. DEERE & CO   2021-08-19 2023-06-30
11. EXXON MOBIL CORP   2022-11-01 2023-06-30
5. FACEBOOK INC-A   2023-03-07 2023-06-30
5. FACEBOOK INC-A   2014-07-25 2023-06-30
5. ARTHUR J GALLAGHER & CO     2023-06-30
5. HILTON WORLDWIDE HOLDINGS IN     2023-06-30
5. HONEYWELL INTL INC   2010-02-01 2023-06-30
10. INGERSOLL RAND INC COMMON STOCK     2023-06-30
2. INTUIT     2023-06-30
1. INTUIT   2020-02-25 2023-06-30
2. INTUITIVE SURGICAL INC NEW   2023-06-23 2023-06-30
133. JPMORGAN BETABUILDERS EUROPE ETF     2023-06-30
1017. JPMORGAN BETABUILDERS EUROPE ETF     2023-06-30
500. JPMORGAN BETABUILDERS DEVELO   2021-04-26 2023-06-30
2. LILLY ELI & CO   2016-12-16 2023-06-30
4. LOWES COS INC   2011-09-22 2023-06-30
6. MASTERCARD INC - CLASS A   2009-07-16 2023-06-30
5. MCDONALDS CORP     2023-06-30
4. MICROSOFT CORP   2023-03-07 2023-06-30
17. MICROSOFT CORP   2009-01-29 2023-06-30
11. MONDELEZ INTERNATIONAL-W/I     2023-06-30
10. MONSTER BEVERAGE CORP   2022-08-24 2023-06-30
9. MONSTER BEVERAGE CORP   2022-06-17 2023-06-30
17. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2023-06-30
20. NEXTERA ENERGY INC   2023-06-23 2023-06-30
8. NIKE INC   2023-02-07 2023-06-30
2. NIKE INC   2021-03-03 2023-06-30
5. NORFOLK SOUTHN CORP     2023-06-30
8. NVIDIA CORP     2023-06-30
2. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2023-06-30
7. PEPSICO INC   2014-10-07 2023-06-30
5. PIONEER NAT RES CO   2020-04-27 2023-06-30
9. PROGRESSIVE CORP OHIO     2023-06-30
8. RTX CORP   2023-03-07 2023-06-30
1. REGENERON PHARMACEUTICALS INC   2021-10-12 2023-06-30
2. S&P GLOBAL INC   2022-12-02 2023-06-30
5. TJX COS INC NEW   2023-02-07 2023-06-30
7. T-MOBILE US INC     2023-06-30
8. TEXAS INSTRS INC   2016-02-05 2023-06-30
3. THERMO ELECTRON CORP   2020-01-13 2023-06-30
6. UNITEDHEALTH GROUP INC   2010-12-01 2023-06-30
6. WASTE CONNECTIONS INC   2016-07-26 2023-06-30
29. WELLS FARGO & CO NEW   2020-12-15 2023-06-30
5. EATON CORP PLC   2021-02-22 2023-06-30
1. LINDE PLC   2023-03-24 2023-06-30
5. LINDE PLC   2023-03-24 2023-06-30
8. NXP SEMICONDUCTORS NV   2019-02-19 2023-06-30
7. ABBVIE INC   2019-09-16 2023-07-07
3. LILLY ELI & CO   2016-12-16 2023-07-07
2. REGENERON PHARMACEUTICALS INC     2023-07-07
1300. ISHARES MSCI JAPAN ETF   2023-06-30 2023-07-11
1308. ISHARES MSCI JAPAN ETF     2023-07-11
257. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2023-07-28
749. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2023-07-28
7936.508 JPMORGAN CORE BOND FUND ULTRA     2023-08-07
5522.088 BLACKROCK EVNT DRVN EQ-INST   2019-11-25 2023-08-08
4. THERMO ELECTRON CORP   2020-01-13 2023-09-12
1. THERMO ELECTRON CORP   2020-01-13 2023-09-13
1. THERMO ELECTRON CORP   2020-01-13 2023-09-13
1. THERMO ELECTRON CORP   2020-01-13 2023-09-13
2. THERMO ELECTRON CORP     2023-09-13
1. THERMO ELECTRON CORP   2020-04-16 2023-09-14
1. THERMO ELECTRON CORP   2020-04-16 2023-09-14
49. NIKE INC     2023-09-22
10. RTX CORP   2023-03-07 2023-09-25
31. RTX CORP     2023-09-25
2. LILLY ELI & CO   2016-12-16 2023-10-27
300. ISHARES TR 7-10 YR TREAS INDEX FD   2023-05-03 2023-11-02
500. ISHARES 3-7 YEAR TREASURY BO     2023-11-02
5133.47 JPMORGAN CORE BOND FUND ULTRA     2023-11-02
50. SPDR TR UNIT SER 1   2016-07-18 2023-11-02
2860.114 VANGUARD TTL INTL BND-ADM   2017-04-18 2023-11-02
6. DEERE & CO   2021-08-19 2023-11-08
206. ISHARES TR S & P MIDCAP 400 INDEX FD     2023-12-13
500. ISHARES TR 7-10 YR TREAS INDEX FD     2023-12-14
1939.864 JPMORGAN CORE BOND FUND ULTRA   1984-09-28 2023-12-14
14. AMEREN CORP   2022-05-10 2023-12-18
11. AMEREN CORP     2023-12-18
4. AMEREN CORP   2022-05-10 2023-12-18
1. AMEREN CORP   2023-09-22 2023-12-19
3. AMEREN CORP   2022-05-10 2023-12-19
7. AMEREN CORP   2023-09-22 2023-12-19
3. AMEREN CORP     2023-12-19
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,121   186 935
b 1,791   300 1,491
c 884   21 863
d 629   15 614
e 2,152   2,364 -212
346   376 -30
1,601   501 1,100
2,952   1,520 1,432
1,049   1,199 -150
4,632   669 3,963
582   86 496
5,020   505 4,515
960   1,030 -70
1,398   942 456
1,353   1,066 287
5,159   107 5,052
1,793   481 1,312
1,456   1,513 -57
2,421   1,709 712
1,366   1,220 146
1,569   704 865
2,612   2,644 -32
2,475   1,826 649
1,609   999 610
1,490   1,465 25
2,934   2,684 250
419   359 60
1,988   1,905 83
2,048   1,713 335
146   214 -68
1,575   1,126 449
1,151   1,016 135
1,879   336 1,543
996   873 123
410   463 -53
1,229   857 372
746   1,045 -299
57,367   53,632 3,735
64,537   51,593 12,944
15,490   12,289 3,201
2,082   436 1,646
1,219   114 1,105
4,126   198 3,928
821   717 104
1,095   969 126
8,358   607 7,751
1,165   392 773
1,665   1,483 182
288   249 39
2,402   514 1,888
2,214   2,508 -294
1,908   2,131 -223
1,929   1,032 897
1,378   313 1,065
802   250 552
1,267   1,160 107
2,048   1,135 913
2,124   1,025 1,099
2,161   1,914 247
301   288 13
602   577 25
1,485   1,478 7
742   648 94
1,827   1,802 25
40,338   21,633 18,705
1,633   1,590 43
2,598   747 1,851
1,725   1,550 175
1,725   997 728
5,423   413 5,010
1,174   446 728
2,278   1,880 398
1,446   1,209 237
2,293   1,124 1,169
875   765 110
1,362   585 777
1,073   1,007 66
2,324   1,559 765
1,604   499 1,105
3,142   998 2,144
2,409   1,205 1,204
866   942 -76
3,585   541 3,044
471   71 400
3,973   406 3,567
781   830 -49
1,236   721 515
1,357   933 424
4,422   86 4,336
1,399   378 1,021
829   892 -63
2,458   1,707 751
1,067   929 138
1,260   559 701
1,575   1,485 90
430   338 92
2,731   1,995 736
1,011   977 34
2,574   2,152 422
1,576   1,564 12
513   367 146
1,538   678 860
1,320   985 335
1,029   889 140
1,401   261 1,140
798   679 119
1,205   857 348
479   577 -98
1,315   291 1,024
846   76 770
3,282   162 3,120
1,608   1,422 186
7,239   500 6,739
928   305 623
1,258   1,084 174
2,180   452 1,728
1,441   1,643 -202
303   125 178
1,871   2,049 -178
1,613   893 720
1,069   224 845
1,408   1,158 250
1,583   838 745
1,466   596 870
1,855   1,543 312
708   672 36
1,494   1,088 406
1,071   1,081 -10
58,000   66,389 -8,389
719   719  
1,189   1,156 33
2,122   598 1,524
2,232   1,328 904
4,455   338 4,117
1,089   397 692
1,940   1,249 691
1,216   912 304
1,928   964 964
918   765 153
656   292 364
3,029   1,778 1,251
1,250   1,091 159
96   83 13
1,813   1,567 246
1,204   1,043 161
185   158 27
3,441   2,866 575
5,500   5,651 -151
4,400   5,135 -735
1,904   1,033 871
173   94 79
353   186 167
177   93 84
182   93 89
181   93 88
18,000   18,166 -166
11,705   12,732 -1,027
49,276   49,064 212
2,749   436 2,313
1,605   848 757
1,021   846 175
3,407   399 3,008
3,800   287 3,513
568   646 -78
875   515 360
970   667 303
4,047   63 3,984
867   240 627
853   855 -2
2,699   1,615 1,084
1,024   391 633
1,347   1,185 162
1,972   1,321 651
534   488 46
2,025   1,793 232
1,183   1,225 -42
1,443   936 507
1,443   377 1,066
1,088   700 388
728   634 94
1,040   187 853
651   484 167
913   870 43
457   285 172
683   655 28
7,177   7,083 94
54,863   53,887 976
23,851   29,816 -5,965
933   145 788
900   76 824
2,349   108 2,241
1,482   1,173 309
1,369   1,029 340
5,818   303 5,515
800   239 561
575   451 124
518   398 120
1,463   349 1,114
1,466   1,484 -18
894   1,004 -110
223   273 -50
1,130   598 532
3,383   2,024 1,359
736   579 157
1,292   652 640
1,035   402 633
1,193   1,057 136
780   793 -13
707   544 163
800   721 79
421   399 22
967   1,007 -40
1,431   399 1,032
1,558   996 562
2,859   225 2,634
847   298 549
1,245   861 384
1,002   651 351
382   344 38
1,911   1,721 190
1,636   742 894
951   495 456
1,360   218 1,142
1,392   1,016 376
80,312   80,122 190
80,806   69,603 11,203
14,269   13,596 673
41,607   39,624 1,983
80,000   90,159 -10,159
54,116   55,000 -884
2,044   1,328 716
509   332 177
518   332 186
513   332 181
1,036   661 375
515   329 186
508   329 179
4,479   5,756 -1,277
711   992 -281
2,203   2,971 -768
1,116   145 971
27,278   29,977 -2,699
56,476   61,665 -5,189
50,000   55,587 -5,587
21,514   10,816 10,698
55,000   62,293 -7,293
2,218   2,152 66
55,728   55,866 -138
47,863   48,778 -915
20,000   20,483 -483
1,002   1,292 -290
783   1,009 -226
285   367 -82
71   80 -9
214   275 -61
504   562 -58
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       935
b       1,491
c       863
d       614
e       -212
      -30
      1,100
      1,432
      -150
      3,963
      496
      4,515
      -70
      456
      287
      5,052
      1,312
      -57
      712
      146
      865
      -32
      649
      610
      25
      250
      60
      83
      335
      -68
      449
      135
      1,543
      123
      -53
      372
      -299
      3,735
      12,944
      3,201
      1,646
      1,105
      3,928
      104
      126
      7,751
      773
      182
      39
      1,888
      -294
      -223
      897
      1,065
      552
      107
      913
      1,099
      247
      13
      25
      7
      94
      25
      18,705
      43
      1,851
      175
      728
      5,010
      728
      398
      237
      1,169
      110
      777
      66
      765
      1,105
      2,144
      1,204
      -76
      3,044
      400
      3,567
      -49
      515
      424
      4,336
      1,021
      -63
      751
      138
      701
      90
      92
      736
      34
      422
      12
      146
      860
      335
      140
      1,140
      119
      348
      -98
      1,024
      770
      3,120
      186
      6,739
      623
      174
      1,728
      -202
      178
      -178
      720
      845
      250
      745
      870
      312
      36
      406
      -10
      -8,389
       
      33
      1,524
      904
      4,117
      692
      691
      304
      964
      153
      364
      1,251
      159
      13
      246
      161
      27
      575
      -151
      -735
      871
      79
      167
      84
      89
      88
      -166
      -1,027
      212
      2,313
      757
      175
      3,008
      3,513
      -78
      360
      303
      3,984
      627
      -2
      1,084
      633
      162
      651
      46
      232
      -42
      507
      1,066
      388
      94
      853
      167
      43
      172
      28
      94
      976
      -5,965
      788
      824
      2,241
      309
      340
      5,515
      561
      124
      120
      1,114
      -18
      -110
      -50
      532
      1,359
      157
      640
      633
      136
      -13
      163
      79
      22
      -40
      1,032
      562
      2,634
      549
      384
      351
      38
      190
      894
      456
      1,142
      376
      190
      11,203
      673
      1,983
      -10,159
      -884
      716
      177
      186
      181
      375
      186
      179
      -1,277
      -281
      -768
      971
      -2,699
      -5,189
      -5,587
      10,698
      -7,293
      66
      -138
      -915
      -483
      -290
      -226
      -82
      -9
      -61
      -58
      -26
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 177,329
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,822
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 3,822
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 3,822
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,544
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 1,544
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.......right arrow 9 2,278
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 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.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
2 		65,296    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
Janna C Collins CO-TRUSTEE
1 		5,115    
Two Montague Terrace
BROOKLYN,NY11201
DOROTHY S BROOKE CO-TRUSTEE
1 		5,115    
ONE PIERREPONT ST APT 7A
BROOKLYN,NY112013302
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...................right arrow 0
Form 990-PF (2023)
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 arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,263,342
b
Average of monthly cash balances.......................
1b
98,491
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,361,833
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,361,833
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
80,427
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,281,406
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
264,070
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
264,070
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,822
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,822
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
260,248
4
Recoveries of amounts treated as qualifying distributions................
4
50,000
5
Add lines 3 and 4............................
5
310,248
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
310,248
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
353,756
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
353,756
Form 990-PF (2023)
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 7 310,248
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
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...... 27,692
d From 2021...... 25,426
e From 2022...... 63,377
f Total of lines 3a through e ........ 116,495
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 353,756
a Applied to 2022, but not more than line 2a 0
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..... 310,248
e Remaining amount distributed out of corpus 43,508
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 5 160,003
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 .......... 		0
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 ...... 		160,003
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 27,692
c Excess from 2021.... 25,426
d Excess from 2022.... 63,377
e Excess from 2023.... 43,508
Form 990-PF (2023)
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 or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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
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)
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)
aPaid during the year

BROOKLYN ACADEMY OF MUSIC
INC (BROOKLYN NY)
1 METROTECH CTR 1002
BROOKLYN,NY11201 		NONE PC GENERAL 100,000

BROOKLYN BOTANIC GARDEN
CORPORATION (BROOKLYN NY)
1000 WASHINGTON AVENUE
BROOKLYN,NY11225 		NONE PC GENERAL 45,000

ST JOHNS BREAD AND LIFE
PROGRAM INC (BROOKLYN NY)
795 LEXINGTON AVENUE
NEW YORK,NY11221 		NONE PC GENERAL 75,000

BROOKLYN MUSEUM OF ART
BROOKLYN NY
200 EASTERN PKWY
BROOKLYN,NY11238 		NONE PC GENERAL 40,000

LINCOLN CENTER FOR THE
PERFORMING ARTS INC(NEW YORK NY)
70 LINCOLN CENTRE PLAZA 9TH FLOOR
NEW YORK,NY10023 		NONE PC GENERAL 30,000

PHILHARMONIC SYMPHONY SOCIETY OF NY
INC AVERY FISHER HALL
10 LINCOLN CENTRE PLAZA
NEW YORK,NY10023 		NONE PC GENERAL 30,000
Total .................................right arrow 3a 320,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
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
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 ....     14 156,802  
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 ............ 		    18 177,329  
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) ..   334,131  
13Total. Add line 12, columns (b), (d), and (e)..................
13
334,131
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Name of Bond End of Year Book Value End of Year Fair Market Value
4812C0100 JPM CORE BD FD - USD 133,867 132,099
92203J308 VANGUARD TTL INTL BN 353,311 327,117
09260B614 BLCKRCK HI YLD BND P 86,082 88,288
83002G108 SIX CIRCLES ULTR SHR 112,613 111,263
464287432 ISHARES 20+ YEAR TRE 42,369 29,664
83002G702 SIX CIRCLES GLOBAL B 582,492 543,296
83002G884 SIX CIRCLES CREDIT O 103,476 99,483
464288661 ISHARES 3-7 YEAR TRE 210,423 210,834
92203J407 VANGUARD TOTAL INTL 56,426 54,302
464287440 ISHARES 7-10 YEAR TR 104,543 106,029
464287457 ISHARES 1-3 YEAR TRE 163,217 164,080
92206C870 VANGUARD INT-TERM CO 48,558 48,768

TY 2023 InvestmentsCorpStockSchedule
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 1,933 5,434
110122108 BRISTOL-MYERS SQUIBB 5,641 5,131
438516106 HONEYWELL INTERNATIO 896 5,033
464287465 ISHARES MSCI EAFE ET 85,968 113,402
532457108 ELI LILLY & CO 582 4,663
548661107 LOWE'S COS INC 305 3,561
594918104 MICROSOFT CORP 1,784 37,604
609207105 MONDELEZ INTERNATION 1,085 3,622
617446448 MORGAN STANLEY 1,582 7,180
713448108 PEPSICO INC 3,074 5,605
723787107 PIONEER NATURAL RESO 1,848 5,172
882508104 TEXAS INSTRUMENTS IN 2,043 6,989
949746101 WELLS FARGO & CO 4,185 6,940
02079K107 ALPHABET INC-CL C 1,879 18,603
02079K305 ALPHABET INC-CL A 286 2,794
09062X103 BIOGEN INC 4,082 3,882
30303M102 META PLATFORMS INC-C 3,292 15,574
46434G822 ISHARES MSCI JAPAN E    
57636Q104 MASTERCARD INC - A 558 13,222
65339F101 NEXTERA ENERGY INC 3,067 5,953
67103H107 O'REILLY AUTOMOTIVE    
78462F103 SPDR S&P 500 ETF TRU 179,858 416,372
91324P102 UNITEDHEALTH GROUP I 1,165 16,321
94106B101 WASTE CONNECTIONS IN 1,336 4,030
023135106 AMAZON.COM INC 1,406 21,575
032654105 ANALOG DEVICES INC 2,926 4,368
037833100 APPLE INC 301 19,446
060505104 BANK OF AMERICA CORP 1,902 5,993
655844108 NORFOLK SOUTHERN COR 2,973 5,910
67066G104 NVIDIA CORP 4,009 17,333
025816109 AMERICAN EXPRESS CO 2,502 4,684
315911750 FIDELITY 500 INDEX F 529,226 789,692
83002G306 SIX CIRCLES US UNCON 508,250 662,740
83002G405 SIX CIRCLES INTL UNC 306,747 341,856
G5494J103 LINDE PLC    
00287Y109 ABBVIE INC 4,011 8,213
337738108 FISERV INC 4,004 4,251
580135101 MCDONALD'S CORP 4,223 6,227
N6596X109 NXP SEMICONDUCTORS N 3,702 9,187
007903107 ADVANCED MICRO DEVIC 4,027 6,928
09857L108 BOOKING HOLDINGS INC 3,230 7,094
461202103 INTUIT INC 3,217 7,500
518439104 ESTEE LAUDER COMPANI 1,918 1,901
75513E101 RAYTHEON TECHNOLOGIE    
883556102 THERMO FISHER SCIENT 1,316 2,123
N07059210 ASML HOLDING NV-NY R 1,863 3,785
20825C104 CONOCOPHILLIPS 4,825 10,446
22160K105 COSTCO WHOLESALE COR 4,466 5,941
244199105 DEERE & CO 5,190 5,998
363576109 ARTHUR J GALLAGHER & 3,064 4,947
43300A203 HILTON WORLDWIDE HOL 3,012 4,370
45687V106 INGERSOLL RAND INC C 2,370 3,790
46120E602 INTUITIVE SURGICAL I 3,103 3,711
46641Q191 JPMORGAN BETABUILDER 81,681 87,375
46641Q225 JPMORGAN BETABUILDER 82,744 108,235
46641Q233 JPMORGAN BETABUILDER 99,575 85,405
654106103 NIKE INC -CL B    
679580100 OLD DOMINION FREIGHT 3,281 4,864
75886F107 REGENERON PHARMACEUT 2,533 4,391
G29183103 EATON CORP PLC 3,084 5,780
G8994E103 TRANE TECHNOLOGIES P    
023608102 AMEREN CORPORATION    
099502106 BOOZ ALLEN HAMILTON    
30231G102 EXXON MOBIL CORP 7,338 6,599
61174X109 MONSTER BEVERAGE COR 3,935 5,127
743315103 PROGRESSIVE CORP 5,250 7,168
78409V104 S&P GLOBAL INC 4,247 5,286
872590104 T-MOBILE US INC 4,161 4,810
46641Q217 JPMORGAN BETABUILDER 159,518 162,812
573284106 MARTIN MARIETTA MATE 5,530 6,486
842587107 SOUTHERN CO/THE 2,071 2,033
863667101 STRYKER CORP 4,730 4,791
872540109 TJX COMPANIES INC 2,942 3,377
G54950103 LINDE PLC 3,940 10,268

TY 2023 InvestmentsOtherSchedule2
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 108,884 108,878
09250J734 BLACKROCK EVNT DRVN      
64128R608 NEUBERGER BERMAN LON AT COST 52,500 61,147
72201U638 PIMCO MRTG OPP & BND AT COST 82,288 75,582
024525669 AMERICAN BEACON AHL AT COST 27,588 27,505

TY 2023 OtherDecreasesSchedule
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Description Amount
2023 TRANSACTIONS POSTED IN 2024 2,979
COST BASIS ADJUSTMENT 99


TY 2023 OtherExpensesSchedule
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 250 0   250


TY 2023 OtherIncreasesSchedule
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Description Amount
2022 TRANSACTIONS POSTED IN 2023 3,663
ROUNDING 1
RECOVERY OF PRIOR YEAR GRANTS 50,000


TY 2023 TaxesSchedule
Name:
CONSTANS CULVER FOUNDATION XXXXX0000
EIN:
13-6048059
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 74 74   0
FEDERAL TAX PAYMENT - PRIOR YE 730 0   0
FEDERAL ESTIMATES - INCOME 1,544 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,371 2,371   0
FOREIGN TAXES ON NONQUALIFIED 371 371   0