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
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
 
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

72-6018854
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$4,276,423J 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... 102,211 100,749  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -28,535
b Gross sales price for all assets on line 6a 1,549,269
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment
List of Attached Documents:
// Content
75,056 75,056  
12 Total. Add lines 1 through 11........ 148,732 175,805  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 54,176 28,955   25,221
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).... Click to see attachment
List of Attached Documents:
// Content
5,249 5,249   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,307 2,451   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
8,414 8,414    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,146 45,069 0 25,221
25 Contributions, gifts, grants paid....... 182,000 182,000
26 Total expenses and disbursements. Add lines 24 and 25 253,146 45,069 0 207,221
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -104,414
b Net investment income (if negative, enter -0-) 130,736
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............. 58,409 46,946 46,946
2 Savings and temporary cash investments......... 77,220 13,604 13,604
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)....... 1,788,839 Click to see attachment
List of Attached Documents:
// Content
1,698,081 		2,134,281
c Investments—corporate bonds (attach schedule)....... 988,147 Click to see attachment
List of Attached Documents:
// Content
1,168,838 		1,154,701
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).......... 859,317 Click to see attachment
List of Attached Documents:
// Content
741,624 		726,929
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
11 		  Click to see attachment
List of Attached Documents:
// Content
199,962
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,771,943 3,669,093 4,276,423
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........ 3,771,943 3,669,093
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)..... 3,771,943 3,669,093
30 Total liabilities and net assets/fund balances (see instructions). 3,771,943 3,669,093
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
3,771,943
2
Enter amount from Part I, line 27a .....................
2
-104,414
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,560
4
Add lines 1, 2, and 3 ..........................
4
3,672,089
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,996
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,669,093
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 6. ISHARES MSCI JAPAN ETF   2021-03-03 2023-01-11
b 145. ISHARES MSCI JAPAN ETF   2021-03-03 2023-01-11
c 40. ISHARES MSCI JAPAN ETF   2022-02-24 2023-01-11
d 34. ISHARES MSCI JAPAN ETF   2021-03-03 2023-01-11
e 3453.864 JPM MANAGED INCOME - INSTL FUND 2119   2021-01-13 2023-01-11
214.812 FIDELITY INTL INDX-INST PRM   2018-01-11 2023-02-02
133.57 FIDELITY 500 INDEX FUND   2022-08-23 2023-02-02
763.174 PARNASSUS EQTY INCOME FD-INS   2019-08-14 2023-02-02
110. AMEX CONSUMER SVC SELECT SPD   2022-03-08 2023-02-02
16. AMEX CONSUMER SVC SELECT SPD   2019-11-19 2023-02-02
6. AMEX CONSUMER SVC SELECT SPD   2019-11-19 2023-02-02
12. AMEX CONSUMER SVC SELECT SPD   2019-11-19 2023-02-02
1. AMEX CONSUMER SVC SELECT SPD   2019-11-19 2023-02-02
487.148 FIDELITY 500 INDEX FUND   2022-08-23 2023-02-28
257. AMEX CONSUMER SVC SELECT SPD   2019-11-19 2023-02-28
31. AMEX CONSUMER SVC SELECT SPD   2019-11-19 2023-02-28
3023.2 DODGE & COX INCOME FUND     2023-03-17
1121.753 FIDELITY INTL INDX-INST PRM     2023-03-17
1. ISHARES RUSSELL 1000 VALUE INDEX FD   2021-03-16 2023-03-17
897. ISHARES RUSSELL 1000 VALUE INDEX FD     2023-03-17
921. ISHARES MSCI INDIA ETF     2023-03-17
944.7 JPM MANAGED INCOME - INSTL FUND 2119     2023-03-17
4549.278 PIMCO COMMODITYPL STRAT-INS     2023-03-17
2003.97 OAKMARK INTERNATIONAL-R6     2023-04-12
575.984 OAKMARK INTERNATIONAL-R6     2023-04-12
203. INVESCO QQQ TRUST SERIES 1     2023-04-21
61. INVESCO QQQ TRUST SERIES 1   2018-11-28 2023-04-21
1. INVESCO QQQ TRUST SERIES 1   2018-11-28 2023-04-21
286. VANECK GOLD MINERS ETF   2022-04-14 2023-04-21
918.824 FIDELITY INTL INDX-INST PRM   2017-11-30 2023-05-23
255. ISHARES MSCI CHINA ETF   2021-11-03 2023-06-01
425.203 COHEN & STEERS RL EST-F   2022-04-25 2023-06-26
83. ISHARES GOLD TRUST   2023-03-17 2023-06-26
160. ISHARES GOLD TRUST     2023-06-26
231. VANGUARD EUROPEAN ETF   2023-04-12 2023-06-26
235.932 BLACKSTONE ALT MULTI-STRAT-Y   2017-12-15 2023-07-13
717.934 COHEN & STEERS RL EST-F   2022-04-25 2023-07-13
236.543 FIDELITY 500 INDEX FUND   2022-08-23 2023-07-13
57. INVESCO QQQ TRUST SERIES 1   2018-11-28 2023-07-13
92. SCHWAB U.S. TIPS ETF   2021-04-12 2023-07-13
276. VANECK GOLD MINERS ETF   2022-04-14 2023-07-13
99. VANGUARD EUROPEAN ETF   2023-04-12 2023-07-13
810. ISHARES MSCI CANADA INDEX FUND     2023-08-08
44. ISHARES MSCI CHINA ETF   2021-11-03 2023-08-22
402. ISHARES MSCI CHINA ETF     2023-08-22
476.066 OAKMARK INTERNATIONAL-R6   2020-08-11 2023-09-14
1428.276 OAKMARK INTERNATIONAL-R6   2020-08-11 2023-09-15
7764.439 BLACKROCK EVNT DRVN EQ-INST   2021-07-06 2023-09-27
4799.731 JPM MANAGED INCOME - INSTL FUND 2119     2023-09-27
57. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2023-10-10
342.262 FIDELITY INTL INDX-INST PRM   2023-09-15 2023-10-12
622.939 DOUBLELINE TTL RTRN BND-R6   2023-02-23 2023-11-03
7964.842 DOUBLELINE TTL RTRN BND-R6     2023-11-03
34. ISHARES MSCI JAPAN ETF   2023-05-23 2023-11-03
275. ISHARES MSCI JAPAN ETF   2022-02-24 2023-11-03
496.41 PIMCO MTGE OPPORTUNITIES IS   2023-02-23 2023-11-03
7565.084 PIMCO MTGE OPPORTUNITIES IS   2021-07-06 2023-11-03
862.837 T ROWE PRICE NEW ASIA-I   2020-02-20 2023-11-03
9785.427 VANGUARD TTL BD MKT IDX-ADM     2023-11-21
218.903 FIDELITY INTL INDX-INST PRM   2023-09-15 2023-11-30
234.721 MATTHEWS CHINA FUND-INST   2020-05-26 2023-12-15
1278.317 T ROWE PRICE NEW ASIA-I   2020-02-20 2023-12-15
728. SCHWAB U.S. TIPS ETF     2023-12-15
73. AMEX CONSUMER SVC SELECT SPD   2023-04-21 2023-12-15
71. AMEX CONSUMER SVC SELECT SPD     2023-12-15
267. VANECK GOLD MINERS ETF   2022-04-14 2023-12-15
705. VANGUARD EUROPEAN ETF     2023-12-15
233. VANGUARD EUROPEAN ETF   2021-01-27 2023-12-15
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 331   411 -80
b 7,991   9,938 -1,947
c 2,206   2,485 -279
d 1,875   2,330 -455
e 34,504   34,677 -173
9,688   9,594 94
19,377   19,179 198
38,754   35,182 3,572
14,597   14,032 565
2,123   1,566 557
797   587 210
1,593   1,174 419
133   98 35
67,241   69,950 -2,709
32,686   25,151 7,535
3,942   3,034 908
37,790   41,323 -3,533
47,237   49,261 -2,024
146   152 -6
130,641   116,938 13,703
35,369   29,101 6,268
9,447   9,483 -36
28,342   46,690 -18,348
52,684   51,350 1,334
15,143   13,262 1,881
64,270   61,943 2,327
19,313   10,291 9,022
317   169 148
9,611   11,690 -2,079
41,852   40,080 1,772
11,305   17,527 -6,222
6,578   8,899 -2,321
3,022   3,104 -82
5,825   6,213 -388
13,923   14,395 -472
2,444   2,567 -123
11,688   15,000 -3,312
37,033   33,965 3,068
21,517   9,616 11,901
4,820   5,625 -805
8,848   11,281 -2,433
6,270   6,169 101
28,121   26,782 1,339
1,897   3,024 -1,127
17,318   22,171 -4,853
12,392   9,940 2,452
37,464   29,822 7,642
76,247   79,430 -3,183
47,805   48,141 -336
14,188   14,809 -621
15,104   15,593 -489
5,233   5,538 -305
66,905   81,638 -14,733
2,107   2,053 54
17,040   17,082 -42
4,552   4,692 -140
69,372   82,897 -13,525
13,098   16,860 -3,762
91,200   105,190 -13,990
10,118   9,973 145
2,659   4,488 -1,829
19,597   24,978 -5,381
38,040   41,911 -3,871
9,792   9,804 -12
9,524   6,611 2,913
8,260   10,913 -2,653
44,748   43,913 835
14,789   14,069 720
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
      8,426
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       -80
b       -1,947
c       -279
d       -455
e       -173
      94
      198
      3,572
      565
      557
      210
      419
      35
      -2,709
      7,535
      908
      -3,533
      -2,024
      -6
      13,703
      6,268
      -36
      -18,348
      1,334
      1,881
      2,327
      9,022
      148
      -2,079
      1,772
      -6,222
      -2,321
      -82
      -388
      -472
      -123
      -3,312
      3,068
      11,901
      -805
      -2,433
      101
      1,339
      -1,127
      -4,853
      2,452
      7,642
      -3,183
      -336
      -621
      -489
      -305
      -14,733
      54
      -42
      -140
      -13,525
      -3,762
      -13,990
      145
      -1,829
      -5,381
      -3,871
      -12
      2,913
      -2,653
      835
      720
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -28,535
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 1,817
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 1,817
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 1,817
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,748
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 2,748
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 931
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow931 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 arrowLA
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 arrown/a
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)
Yes
 
(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
 
No
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 		54,176    
10 S DEARBORN ST MC IL 1-0111
Chicago,IL60603
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
3,821,145
b
Average of monthly cash balances.......................
1b
103,025
c
Fair market value of all other assets (see instructions)................
1c
199,962
d
Total (add lines 1a, b, and c).........................
1d
4,124,132
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
4,124,132
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
61,862
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,062,270
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
203,114
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
203,114
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,817
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,817
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
201,297
4
Recoveries of amounts treated as qualifying distributions................
4
2,000
5
Add lines 3 and 4............................
5
203,297
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
203,297
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
207,221
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
207,221
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 7 203,297
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 181,637
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: right arrow$ 207,221
a Applied to 2022, but not more than line 2a 181,637
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..... 25,584
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 .......... 		177,713
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)
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JPMorgan Chase Bank NA
PO Box 227237
Dallas,TX75222
(214) 965-2914
bThe form in which applications should be submitted and information and materials they should include:
Provide a complete and official high school transcript. Provide information about the applicant's high school activities, ability to receive family
cAny submission deadlines:
support for studies, the applicant's FAFSA form June 30th of each year
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
students who are residents of Louisiana, Texas and Arkansas who are in good standing at the college attended.
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

JAYLIN ST MARTIN
CENTENARY COLLEGE OF LOUISIANA
2911 CENTENARY BOULEVARD
SHREVEPORT,LA71134 		NONE I SCHOLARSHIP 1,000

REILY HOOPER
UNIVERSITY OF LOUISIANA
PO BOX 44290
LAFAYETTE,LA70504 		NONE I SCHOLARSHIP 2,000

GRAYSON MINNEMAN
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

JACKSON BALLEW
TEXAS A AND M UNIVERSITY
401 GEORGE BUSH DRIVE
COLLEGE STATION,TX77840 		NONE I SCHOLARSHIP 2,000

PAIGE TRUEX
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

JAYDEN ELAM
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

MOLLIE WATKINS
UNIVERSITY OF ARKANSAS
1 UNIVERSITY OF ARKANSAS
FAYATTEVILLE,AR72701 		NONE I SCHOLARSHIP 2,000

CHARLI UBER
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

NICHOLAS GRIFFIN
TEXAS A AND M UNIVERSITY
401 GEORGE BUSH DRIVE
COLLEGE STATION,TX77840 		NONE I SCHOLARSHIP 2,000

LILIAN SOBALVARRO
LOUISIANA TECH UNIVERSITY
PO BOX 3183
RUSTON,LA71272 		NONE I SCHOLARSHIP 2,500

JOHN JOINER
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE 311277
DENTON,TX76203 		NONE I SCHOLARSHIP 1,500

EMILY CARLO
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

CAMDEN I AMMONS
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

ISABEL KRISTINE KING
OUACHITA BAPTIST UNIVERSITY
410 OUACHITA ST
ARKADELPHIA,AR719980001 		NONE I SCHOLARSHIP 2,000

DIXIE LASHER
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

LAUREN RITCHEY
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

ETHAN HARGRAVE
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

BLAKE SACHARKO
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

KATELIN M BEARD
LOUISIANA TECH UNIVERSITY
PO BOX 3183
RUSTON,LA71272 		NONE I SCHOLARSHIP 1,500

ANNA K SULLIVAN
LOUISIANA TECH UNIVERSITY
PO BOX 3183
RUSTON,LA71272 		NONE I SCHOLARSHIP 2,000

SARAH R WALESA
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 4,000

ISAIAH TIEMANN
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

KATHLEEYA MIA TAING
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

JACOB MCCARTHY
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

HOLLY KINMAN
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

MACY WARSHAWSKY
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 1,500

ABIGAIL KOO
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,500

CLAIRE DRINKARD
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 1,500

MARY-JEAN MORRISSETTE
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

SAMUEL ALVAREZ
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 1,500

ABIGAIL JOHNSON
LOUISIANA TECH UNIVERSITY
305 WISTERIA
RUSTON,LA71272 		NONE I SCHOLARSHIP 2,000

ADELEINE DART
MISSISSIPPI COLLEGE
200 SOUTH CAPITOL STREET
CLINTON,MS39058 		NONE I SCHOLARSHIP 1,500

JAMES CALEB MCCLURE
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

MICAH FITTZ
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

CARSON ALLOWAY
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 1,000

TRICIA-GAY NEWMAN
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 1,000

LAUREN ENGLERT
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 1,500

MADILYN YOUNG
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

ASHLYN MOORE
UNIVERSITY OF ALABAMA
739 UNIVERSITY BOULEVARD
TUSCALOOSA,AL354870100 		NONE I SCHOLARSHIP 2,500

MACI LYN WHITE
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 1,000

JAMES CARTER BARNETT
LOUISIANA TECH UNIVERSITY
305 WISTERIA
RUSTON,LA71272 		NONE I SCHOLARSHIP 1,500

EMMA TOMPKINS
LOUISIANA TECH UNIVERSITY
305 WISTERIA
RUSTON,LA71272 		NONE I SCHOLARSHIP 2,000

LANA AMERIE PENA
NORTHWEST VISTA COLLEGE
3535 NORTH WEST ELLISON DR
SAN ANTONIO,TX78251 		NONE I SCHOLARSHIP 1,000

HANNAH MCCARTY
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

BRADY BECKER
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 1,500

HAYDEN LANE BALDWIN
NORTHWESTERN STATE UNIVERSITY
140 CENTRAL AVENUE
NATCHITOCHES,LA71497 		NONE I SCHOLARSHIP 2,000

HUNTER SIMMONS
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

SYDNEY DUNCAN
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 1,500

BENJAMIN SCOTT JOINER
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE 311277
DENTON,TX76203 		NONE I SCHOLARSHIP 1,500

MY TRAN
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,500

MADELINE BIGGS
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 1,000

NATALIA ZUNIGA
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

SAMANTHA GUDENAU
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

ALEXIS FOLKERTSMA
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,500

EVE FRUTH
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,500

MADELINE KING
OUACHITA BAPTIST UNIVERSITY
633 SOUTH COUNTRY CLUB ROAD
CONWAY,AR72034 		NONE I SCHOLARSHIP 1,000

SAMUEL LOVELACE
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

JACOB MERLET
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

ASHLEY M LEMUS
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

LUCY HARGRAVE
UNIVERSITY OF MARY-HARDIN BAYLOR
900 COLLEGE ST
BELTON,TX765132599 		NONE I SCHOLARSHIP 2,000

REAGAN COOK
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

TAYLOR BEARD
LOUISIANA TECH UNIVERSITY
305 WISTERIA
RUSTON,LA71272 		NONE I SCHOLARSHIP 1,500

CAMRYN QAWAMI
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

WILLIAM SEBASTIAN ARNOLD
LOUISIANA STATE UNIVERSITY
3796 NICHOLSON DR
BATON ROUGE,LA70802 		NONE I SCHOLARSHIP 1,000

JARIA GIBSON
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 1,500

KAILEY VAN GUNDY
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

DORIA THOMAS
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

GWENITH STACKS
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 2,000

DAVID PATENAUDE
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX752119299 		NONE I SCHOLARSHIP 1,000

COREY MICHAEL PENA
ROCKBRIDGE SEMINARY
3111 E BATTLEFIELD STREET
SPRINGFIELD,MO65804 		NONE I SCHOLARSHIP 1,000

CAROLINE MOORE
UNIVERSITY OF MISSISSIPPI
PO BOX 1848
UNIVERSITY,MS386771848 		NONE I SCHOLARSHIP 2,500

BENJAMIN HAVERTY
UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE
3500 CAMP BOWIE BLVD
FORTH WORTH,TX76107 		NONE I SCHOLARSHIP 2,500

KATHERINE ATKINS
LOUISIANA STATE UNIVERSITY
3796 NICHOLSON DR
BATON ROUGE,LA70802 		NONE I SCHOLARSHIP 2,000

JOHNNY REYNOLDS MOORE JR
UNIVERSITY OF MISSISSIPPI
PO BOX 1848
UNIVERSITY,MS386771848 		NONE I SCHOLARSHIP 2,500

JAYA GEORGE
THE UNIVERSITY OF TEXAS MEDICAL BRANCH
301 UNIVERSITY BLVD
GALVESTON,TX77555 		NONE I SCHOLARSHIP 2,500

MELINA WITKOWSKI
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 1,500

ABIGAIL BIGGINS
BAYLOR UNIVERSITY
3700 WORTH STREET
DALLAS,TX75246 		NONE I SCHOLARSHIP 2,000

NANCY LEMUS
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PARKWAY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,500

TANNER WATERS
TEXAS A AND M UNIVERSITY
401 GEORGE BUSH DRIVE
COLLEGE STATION,TX77840 		NONE I SCHOLARSHIP 2,000

GENEVIEVE DART
MISSISSIPPI COLLEGE
200 SOUTH CAPITOL STREET
CLINTON,MS39058 		NONE I SCHOLARSHIP 1,500

ISABELLA DART
MISSISSIPPI COLLEGE
200 SOUTH CAPITOL STREET
CLINTON,MS39058 		NONE I SCHOLARSHIP 1,500

LESLEY LEANN LOPEZ
UNIVERSITY OF HOUSTON
4800 CALHOUN RD
HOUSTON,TX77004 		NONE I SCHOLARSHIP 2,500

AINSLEY M TOMPKINS
LOUISIANA STATE UNIVERSITY
3796 NICHOLSON DR
BATON ROUGE,TX70802 		NONE I SCHOLARSHIP 2,000

MEGAN ROSE WATKINS
LOUISIANA STATE UNIVERSITY
3796 NICHOLSON DR
BATON ROUGE,LA70802 		NONE I SCHOLARSHIP 2,000

ELLIS HTOMPKINS
LOUISIANA STATE UNIVERSITY
3796 NICHOLSON DR
BATON ROUGE,TX70802 		NONE I SCHOLARSHIP 2,000

CAITLIN BYRD
LOUISIANA TECH UNIVERSITY
PO BOX 3183
RUSTON,LA71272 		NONE I SCHOLARSHIP 2,000

SOPHIA MARIE HATHCOCK
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,500

JASMINE N BLAKESLEE
TEXAS A AND M UNIVERSITY- CORPUS CHRISTI
6300 OCEAN DR
CORPUS CHRISTI,TX78412 		NONE I SCHOLARSHIP 2,000

ROBERT WILSON
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

JOAH GEORGE
UNIVERSITY OF TEXAS AT DALLAS
800 W CAMPBELL RD
RICHARDSON,TX75080 		NONE I SCHOLARSHIP 2,000

ABIGAIL WILSON
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

MAKAILA SWANK
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

SCOTT T BRODER
UNIVERSITY OF ARKANSAS
1 UNIVERSITY OF ARKANSAS
FAYATTEVILLE,AR72701 		NONE I SCHOLARSHIP 2,000

KATELYN GUDENAU
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211 		NONE I SCHOLARSHIP 2,000

RYLEE ELAM
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211 		NONE I SCHOLARSHIP 1,500

TYSON THOMAS
TEXAS A AND M UNIVERSITY
401 GEORGE BUSH DRIVE
COLLEGE STATION,TX77840 		NONE I SCHOLARSHIP 2,000
Total .................................right arrow 3a 182,000
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 ....     14 102,211  
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 -28,535  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    15 75,056  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   148,732  
13Total. Add line 12, columns (b), (d), and (e)..................
13
148,732
(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:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Name of Bond End of Year Book Value End of Year Fair Market Value
808524870 SCHWAB U.S. TIPS ETF 52,488 49,955
921937603 VANGUARD TTL BD MKT 669,744 668,634
256210105 DODGE & COX INCOME-I 153,040 153,632
693390700 PIMCO TOTAL RETURN F 137,236 129,282
258620566 DOUBLELINE TTL RTRN    
48121A415 JPM MANAGED INCOME F 37,799 37,723
464287440 ISHARES 7-10 YEAR TR 118,531 115,475

TY 2023 InvestmentsCorpStockSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Name of Stock End of Year Book Value End of Year Fair Market Value
46429B598 ISHARES MSCI INDIA E    
315911727 FIDELITY INTL INDX-I 118,764 132,807
315911750 FIDELITY 500 INDEX F 570,304 849,073
46090E103 INVESCO QQQ TRUST SE 56,221 139,646
46434G103 ISHARES CORE MSCI EM 202,736 194,480
46434G822 ISHARES MSCI JAPAN E 89,315 102,496
92189F106 VANECK GOLD MINERS E 37,318 29,832
46429B671 ISHARES MSCI CHINA E    
701769408 PARNASSUS CORE EQUIT 118,741 142,335
81369Y209 HEALTH CARE SELECT S 31,987 50,597
464287598 ISHARES RUSSELL 1000    
577130818 MATTHEWS CHINA FUND- 34,104 20,691
77956H385 T ROWE PRICE NEW ASI    
413838574 OAKMARK INTERNATIONA    
92189H607 VANECK OIL SERVICES 24,278 39,000
922042874 VANGUARD FTSE EUROPE 85,015 90,788
464286509 ISHARES MSCI CANADA    
04314H857 ARTISAN INTL VAL-INS 47,092 49,464
46137V357 INVESCO S&P 500 EQUA 66,950 70,379
464287507 ISHARES CORE S&P MID 89,020 95,062
464287556 ISHARES BIOTECHNOLOG 19,414 19,291
46641Q225 JPMORGAN BETABUILDER 28,078 29,623
78463X202 SPDR EURO STOXX 50 E 59,708 60,241
97717W851 WISDOMTREE JAPAN HED 19,036 18,476

TY 2023 InvestmentsOtherSchedule2
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 163,725 159,280
64128R608 NEUBERGER BERMAN LON AT COST 178,381 196,525
191912708 COHEN & STEERS RL ES AT COST 180,246 160,900
72201P175 PIMCO COMMODITYPL ST AT COST 48,363 43,479
024525669 AMERICAN BEACON AHL AT COST 42,406 36,198
09250J734 BLACKROCK EVNT DRVN      
464285204 ISHARES GOLD TRUST AT COST 42,429 52,691
72201M487 PIMCO DYNAMIC BOND-I AT COST 86,074 77,856
72201U638 PIMCO MRTG OPP & BND      

TY 2023 OtherAssetsSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MINERAL ASSETS   0 199,951
XXX-XX-XXXX STATE: ARKANSAS, COU 1 0 1
XXX-XX-XXXX ORI IN N/2 NW/4 OF S 1 0 1
XXX-XX-XXXX STATE: LOUISIANA, CO 1 0 1
XXX-XX-XXXX STATE: LOUISIANA, CO 1 0 1
XXX-XX-XXXX STATE: LOUISIANA, CO 1 0 1
XXX-XX-XXXX STATE: LOUISIANA, CO 1 0 1
XXX-XX-XXXX STATE: LOUISIANA, CO 1 0 1
XXX-XX-XXXX SEC 5 17N 3W LINCOLN 1 0 1
XXX-XX-XXXX STATE: LOUISIANA, CO 1 0 1
XXX-XX-XXXX AN UNDIV 1/4TH IN TH 1 0 1
XXX-XX-XXXX 1/4 IN N 3/4 OF SECT 1 0 1


TY 2023 OtherDecreasesSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Description Amount
2023 TRANSACTION POSTED IN 2024 2,832
ADJUSTMENT TO INCOME 2
SALES ADJUSTMENT 156
ROUNDING 6


TY 2023 OtherExpensesSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MINERAL INT-PRODUCTION TAX 3,599 3,599   0
ROYALTY - OTHER EXPENSES 4,805 4,805   0
OTHER ALLOCABLE EXPENSE 10 10   0


TY 2023 OtherIncomeSchedule2
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 75,056 75,056  


TY 2023 OtherIncreasesSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Description Amount
2022 TRANSACTION POSTED IN 2023 2,523
RECOVERY OF PRIOR YEAR GRANTS 2,000
COST BASIS ADJUSTMENT 37


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 OtherNotesLoansRcvblLongSch
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
student loans none           0 %        

TY 2023 OtherProfessionalFeesSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 5,249 5,249    


TY 2023 TaxesSchedule
Name:
ED AND GLADYS HURLEY FOUNDATION XXXXX5006
EIN:
72-6018854
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - INCOME 856 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,496 1,496   0
FOREIGN TAXES ON NONQUALIFIED 955 955   0