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
John Marshall Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)429 Willow Wood Dr
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Palatine, IL60074
A Employer identification number

26-6107463
B Telephone number (see instructions)

(847) 358-4480
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$7,759,006J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 68,200 68,200  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 200,505
b Gross sales price for all assets on line 6a 349,421
7 Capital gain net income (from Part IV, line 2)... 200,505
8 Net short-term capital gain.........  
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........ 268,705 268,705  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,227 705   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,227 705   0
25 Contributions, gifts, grants paid....... 212,900 212,900
26 Total expenses and disbursements. Add lines 24 and 25 219,127 705   212,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 49,578
b Net investment income (if negative, enter -0-) 268,000
c Adjusted net income (if negative, enter -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............. 38,092 19,847 19,847
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 27,256 Click to see attachment
List of Attached Documents:
// Content
28,154 		29,227
b Investments—corporate stock (attach schedule)....... 2,889,285 Click to see attachment
List of Attached Documents:
// Content
2,955,766 		7,709,932
c Investments—corporate bonds (attach schedule).......      
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)..........      
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) 2,954,633 3,003,767 7,759,006
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 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........ 2,954,633 3,003,767
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,954,633 3,003,767
30 Total liabilities and net assets/fund balances (see instructions). 2,954,633 3,003,767
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
2,954,633
2
Enter amount from Part I, line 27a .....................
2
49,578
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,004,211
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
444
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,003,767
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 AMERICAN ELECTRIC POWER CO INC P 2002-01-24 2023-12-27
b AMERICAN ELECTRIC POWER CO INC P 2002-01-24 2023-02-17
c AMERICAN ELECTRIC POWER CO INC P 2002-01-24 2023-01-27
d APPLE INC P 2014-02-26 2023-12-26
e APPLE INC P 2014-02-26 2023-12-20
APPLE INC P 2014-02-26 2023-04-03
APPLE INC P 2014-02-26 2023-11-17
APPLE INC P 2014-02-26 2023-12-08
ARCONIC CORP P 2013-12-18 2023-05-09
BOEING CO P 2020-08-03 2023-01-27
BOEING CO P 2020-08-03 2023-12-11
CHIPOTLE MEXICAN GRILL INC CLASS A P 2015-12-22 2023-11-17
CHIPOTLE MEXICAN GRILL INC CLASS A P 2015-12-22 2023-11-22
CHIPOTLE MEXICAN GRILL INC CLASS A P 2015-12-22 2023-12-12
COMCAST CORP CLASS A P 1981-05-12 2023-08-25
EAGLE PHARMACEUTICALS INC P 2018-01-30 2023-12-11
EAGLE PHARMACEUTICALS INC P 2018-01-30 2023-08-28
FIRST REPUBLIC BANK P 2023-03-20 2023-03-30
FIRST SOLAR INC P 2014-05-29 2023-03-29
FIRST SOLAR INC P 2014-05-29 2023-03-06
JABIL INC P 2013-12-18 2023-01-27
JABIL INC P 2013-12-18 2023-02-15
JABIL INC P 2013-12-18 2023-08-28
JABIL INC P 2013-12-18 2023-08-30
LYFT INC P 2019-04-15 2023-08-28
MICROSOFT CORP P 2012-12-10 2023-04-25
NATURA AND CO HLDG SPONSORED ADR P 2013-10-01 2023-01-27
NEXTERA ENERGY INC P 1984-03-07 2023-06-07
NEXTERA ENERGY INC P 1984-03-07 2023-01-27
NVIDIA CORP P 2019-01-02 2023-01-27
NVIDIA CORP P 2019-01-02 2023-11-17
NVIDIA CORP P 2019-01-02 2023-08-24
NVIDIA CORP P 2019-01-02 2023-05-16
NVIDIA CORP P 2019-01-02 2023-03-20
NVIDIA CORP P 2019-01-02 2023-03-17
NVIDIA CORP P 2019-01-02 2023-08-22
NVIDIA CORP P 2019-01-02 2023-08-21
NVIDIA CORP P 2019-01-02 2023-04-25
NVIDIA CORP P 2019-01-02 2023-05-18
NVIDIA CORP P 2019-01-02 2023-05-02
NVIDIA CORP P 2019-01-02 2023-03-29
NVIDIA CORP P 2019-01-02 2023-05-17
PELOTON INTERACTIVE INC P 2019-12-27 2023-08-28
PELOTON INTERACTIVE INC P 2019-12-27 2023-12-20
PHILIP MORRIS INTERNATIONAL INC P 2020-09-30 2023-01-27
TEVA PHARMACEUTICAL INDUSTRIES LTD ADR P 2020-11-06 2023-08-25
VIASAT INC P 2015-02-17 2023-08-25
WILLIAM BLAIR CAP GAIN DIST P   2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,939   1,120 8,819
b 29,876   2,912 26,964
c 4,639   448 4,191
d 9,643   927 8,716
e 4,933   463 4,470
8,292   927 7,365
2,853   278 2,575
6,792   649 6,143
7,257   2,454 4,803
4,249   3,234 1,015
1,234   809 425
10,844   2,522 8,322
11,050   2,522 8,528
11,542   2,522 9,020
906   73 833
1,677   18,462 -16,785
3,310   12,308 -8,998
20,947   19,271 1,676
5,388   1,604 3,784
5,292   1,604 3,688
23,301   4,523 18,778
8,423   1,508 6,915
4,473   603 3,870
7,002   905 6,097
2,063   11,458 -9,395
27,515   2,701 24,814
254   3,485 -3,231
2,601   35 2,566
1,141   15 1,126
3,086   516 2,570
4,944   344 4,600
2,502   172 2,330
2,912   344 2,568
6,475   859 5,616
15,500   2,062 13,438
2,276   172 2,104
2,255   172 2,083
26,308   3,437 22,871
7,688   859 6,829
2,857   344 2,513
20,121   2,578 17,543
1,487   172 1,315
1,464   6,795 -5,331
641   2,718 -2,077
2,601   1,880 721
4,807   4,603 204
2,348   18,834 -16,486
1,713   1,713 0
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       8,819
b       26,964
c       4,191
d       8,716
e       4,470
      7,365
      2,575
      6,143
      4,803
      1,015
      425
      8,322
      8,528
      9,020
      833
      -16,785
      -8,998
      1,676
      3,784
      3,688
      18,778
      6,915
      3,870
      6,097
      -9,395
      24,814
      -3,231
      2,566
      1,126
      2,570
      4,600
      2,330
      2,568
      5,616
      13,438
      2,104
      2,083
      22,871
      6,829
      2,513
      17,543
      1,315
      -5,331
      -2,077
      721
      204
      -16,486
      0
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 2 200,505
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 3,725
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 3,725
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 3,725
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,620
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,620
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 10 895
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow895 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowDENISE PERKINS Telephone no.right arrow (224) 595-8520

Located atright arrow710 N HADDOW AVEARLINGTON HEIGHTSIL ZIP+4right arrow60004
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)
 
No
(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
 
 
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
MARCIA MARSHALL TRUSTEE
2.00 		0 0 0
429 WILLOW WOOD DR
PALATINE,IL60074
DENISE PERKINS TRUSTEE
2.00 		0 0 0
710 N HADDOW AVE
ARLINGTON HEIGHTS,IL60004
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 arrow0
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
6,847,383
b
Average of monthly cash balances.......................
1b
9,791
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,857,174
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
6,857,174
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
102,858
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,754,316
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
337,716
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
337,716
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,725
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,725
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
333,991
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
333,991
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
333,991
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
212,900
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
212,900
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 7 333,991
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 150,412
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 212,900
a Applied to 2022, but not more than line 2a 150,412
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..... 62,488
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 .......... 		271,503
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....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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

A Safe Place

2710 17TH ST SUITE 100
ZION,IL60099 		    UNRESTRICTED 1,500

AARP FOUNDATION

601 E STREET NW
WASHINGTON,DC20049 		    UNRESTRICTED 1,000

AID FOR WOMEN

8 S MICHIGAN AVE SUITE 1418
CHICAGO,IL60603 		    UNUNRESTRICTED 1,000

AID FOR WOMEN

8 S MICHIGAN AVE SUITE 1418
CHICAGO,IL60603 		    UNRESTRICTED 500

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE FL 17
CHICAGO,IL60601 		    UNRESTRICTED 1,000

AMERICAN RED CROSS

431 18TH ST NW
WASHINGTON,DC20006 		    UNRESTRICTED 750

ANN & ROBERT LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION

225 E CHICAGO AVE BOX 4
CHICAGO,IL606112991 		    UNRESTRICTED 2,000

ARCHDIOCESE OF CHICAGO ANNUAL CATHOLIC APPEAL

835 N RUSH ST
CHICAGO,IL606112030 		    UNRESTRICTED 1,500

AVENUES TO INDEPENDENCE

515 BUSSE HWY
PARK RIDGE,IL60068 		    UNRESTRICTED 1,000

BARTH SYNDROME

2005 PALMER AVE 1033
LARCHMONT,NY10538 		    UNRESTRICTED 500

BETH EMET THE FREE SYNAGOGUE

1224 DEMPSTER ST
EVANSTON,IL60202 		    UNRESTRICTED 1,000

Cal Farley's Boys Ranch

60 SW 1TH AVE
AMARILLO,TX791013228 		    UNRESTRICTED 2,000

CATHOLIC CHARITIES

721 N LASALLE ST
CHICAGO,IL60054 		    UNRESTRICTED 1,000

CATHOLIC CHARITIES

721 N LASALLE ST
CHICAGO,IL60654 		    UNRESTRICTED 1,000

CATHOLIC CHARITIES HAWAII

1822 KEEAUMOKU ST
HONOLULU,HI96822 		    UNRESTRICTED 5,000

CATHOLIC MEDICAL MISSION - CMMB

100 WALL ST FLOOR 9
NEW YORK,NY10005 		    UNRESTRICTED 2,000

CHARITY NAVIGATOR

PO BOX 6002
BELLMAWR,NJ080996002 		    UNRESTRICTED 1,000

CLEARBROOK

1835 W CENTRAL RD
ARLINGTON HEIGHTS,IL60005 		    UNRESTRICTED 2,000

COVENANT HOUSE

461 EIGHTH AVE
NEW YORK,NY10001 		    UNRESTRICTED 2,000

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVE SUITE 1100N
BETHESDA,MD20814 		    UNRESTRICTED 1,000

Daily Bread Soup Kitchen

PO BOX 648
CHAMPAIGN,IL618240648 		    UNRESTRICTED 1,000

DAV

PO BOX 14301
CINCINNATI,OH45250 		    UNRESTRICTED 2,000

ELMHURST MEMORIAL HOSPITAL FOUNDATION

155 E BRUSH HILL RD
ELMHURST,IL60126 		    UNRESTRICTED 1,000

FEEDING AMERICA

PO BOX 96749
WASHINGTON,DC200906749 		    UNRESTRICTED 750

FOUNDATION FOR OPTHALMOLOGICAL CARE FROM THE UNITED STATES

338 RIDGE RD
BARRINGTON,IL60010 		    UNRESTRICTED 2,000

GEORGIA NUT FOUNDATION

7500 N LINDER
SKOKIE,IL60077 		    UNRESTRICTED 1,000

GOOD SHEPHERD MANOR

4129 N STATE ROUTE 1-17 PO BOX 260
MOMENCE,IL60954 		    UNRESTRICTED 2,000

GOOD SHEPHERD MANOR

4129 N STATE ROUTE 1-17 PO BOX 260
MOMENCE,IL60954 		    UNRESTRICTED 2,000

GREAT LAKES ADAPTIVE SPORTS

27864 IRMA LEE CIR SUITE 101
LAKE FOREST,IL60045 		    UNRESTRICTED 2,000

GREATER CHICAGO FOOD DEPOSITORY

4100 WEST ANN LURIE PLACE
CHICAGO,IL606323920 		    UNRESTRICTED 1,000

HAZLEDEN BETTY FORD FOUNDATION

PO BOX 11 OS 2
CENTER CITY,MN55012 		    UNRESTRICTED 12,000

HERSEY INSTRUMENTAL

1900 E THOMAS ST
ARLINGTON HEIGHTS,IL60004 		    UNRESTRICTED 1,000

HOLY NAME CATHEDRAL

735 N STATE ST
CHICAGO,IL60654 		    UNRESTRICTED 1,000

ILLINI SOLAR CARS

306 N WRIGHT ST 4042 ECEB
URBANA,IL61801 		    UNRESTRICTED 2,000

JOURNEY'S THE ROAD HOME

1140 E NORTHWEST HWY
PALATINE,IL60074 		    UNRESTRICTED 1,000

JOURNEY'S THE ROAD HOME

1140 E NORTHWEST HWY
PALATINE,IL60074 		    UNRESTRICTED 2,000

JOURNEY'S THE ROAD HOME

1140 E NORTHWEST HWY
PALATINE,IL60074 		    UNRESTRICTED 2,000

LAKE COUNTY HAVEN

PO BOX 127
LIBERTYVILLE,IL60048 		    UNRESTRICTED 1,500

LAKE COUNTY VETERANS AND FAMILY SERVICES

100 S ATKINSON 110
GRAYSLAKE,IL60030 		    UNRESTRICTED 1,500

LAND CONNECTION FOUNDATION

206 N RANDOLPH SUITE 400
CHAMPAIGN,IL61820 		    UNRESTRICTED 1,000

LAW ENFORCEMENT LEGAL DEFENSE

2560 HUNTINGTON AVE SUITE 203
ALEXANDRIA,VA22303 		    UNRESTRICTED 1,000

LEUKEMIA & LYMPHOMA

3 INTERNATIONAL DR SUITE 200
RYE BROOK,NY10573 		    UNRESTRICTED 2,000

LIFEFORCE IN LATER YEARS

PO BOX 250402
NEW YORK,NY10025 		    UNRESTRICTED 1,500

LITTLE SISTERS OF THE POOR

80 W NORTHWEST HWY
PALATINE,IL600673580 		    UNRESTRICTED 2,000

LIVE ACTION

2300 WILSON BLVD SUITE 102 PMB 111
ARLINGTON,VA22201 		    UNRESTRICTED 1,000

LUPUS FOUNDATION OF AMERICA

2121 K STREET SUITE 200
WASHINGTON,DC20037 		    UNRESTRICTED 2,000

Madonna Mission

1706 W MORSE AVE
CHICAGO,IL60657 		    UNRESTRICTED 750

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607 		    UNRESTRICTED 3,000

MERCY SHIPS

PO BOX 1930
GARDEN VALLEY,TX757711930 		    UNRESTRICTED 2,000

MIDWEST FOOD BANK

3411 W DIVERSEY
CHICAGO,IL60647 		    UNRESTRICTED 750

MISERICORDIA FAMILY ASSOCIATION

6300 N RIDGE
CHICAGO,IL60660 		    UNRESTRICTED 5,000

MISERICORDIA FAMILY ASSOCIATION

6300 N RIDGE
CHICAGO,IL60660 		    UNRESTRICTED 5,000

MISERICORDIA FOUNDATION

6300 N RIDGE
CHICAGO,IL60660 		    UNRESTRICTED 5,000

MISERICORDIA HOME

6300 N RIDGE
CHICAGO,IL60660 		    UNRESTRICTED 2,000

MISERICORDIA HOME

6300 N RIDGE
CHICAGO,IL60660 		    UNRESTRICTED 10,000

MISSION OF OUR LADY OF THE ANGELS

3808 W IOWA ST
CHICAGO,IL60651 		    UNRESTRICTED 3,000

MONSIGNOR CLARKE SCHOOL

5074 TOWER HILL RD
WAKEFIELD,RI02879 		    UNRESTRICTED 5,000

MUNDELEIN SEMINARY

1000 E MAPLE AVE
MUNDELEIN,IL600601174 		    UNRESTRICTED 2,000

NAMI

4301 WILSON BLVD
ARLINGTON,VA22203 		    UNRESTRICTED 1,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH ST NW SUITE 700
WASHINGTON,DC200013723 		    UNRESTRICTED 1,500

NCH FOUNDATION

3040 W Salt Creek Lane
ARLINGTON HEIGHTS,IL60005 		    UNRESTRICTED 10,000

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN CT
GENEVA,IL60134 		    UNRESTRICTED 2,500

NORTHWESTERN MEMORIAL FOUNDATION

541 N FAIRBANKS CT SUITE 800
CHICAGO,IL60611 		    UNRESTRICTED 10,000

NSSEO

799 W KENSINGTON RD
MOUNT PROSPECT,IL60056 		    UNRESTRICTED 1,000

OASIS FOR ORPHANS

PO BOX 1144
WHEATON,IL60187 		    UNRESTRICTED 500

OLD COLONY HOSPICE

321 MANLEY ST
WEST BRIDGEWATER,MA02379 		    UNRESTRICTED 1,000

ORBIS

52 VANDERBILT AVE
NEW YORK,NY10017 		    UNRESTRICTED 1,600

PADS Lake County

1800 GRAND AVE
WAUKEGAN,IL60085 		    UNRESTRICTED 1,500

PARKINSONS RESEARCH FOUNDATION

5969 CATTLERIDGE BLVD SUITE 100
SARASOTA,FL34232 		    UNRESTRICTED 2,000

PARTNERSHIP FOR CURES

134 N LASALLE 1130
CHICAGO,IL60602 		    UNRESTRICTED 2,000

PROJECT HOPE

1220 19TH ST NW SUITE 800
WASHINGTON,DC20036 		    UNRESTRICTED 1,000

Rebecca's Homestead

PO BOX 2068
OAK RIDGE,NJ07438 		    UNRESTRICTED 750

RHEUMATOID ARTHRITIS FOUNDATION

8815 CONROYWINDEMERE RD SUITE 309
ORLANDO,FL32835 		    UNRESTRICTED 500

RISE AGAINST HUNGER

4801 GLENWOOD AVE SUITE 200
RALEIGH,NC27612 		    UNRESTRICTED 2,000

SAFE HAVEN SCHOOL

906 MUIR AVE
LAKE BLUFF,IL60044 		    UNRESTRICTED 2,000

SALVATION ARMY

5040 N PULASKI RD
CHICAGO,IL606302788 		    UNRESTRICTED 2,000

SHELTER INC

1616 ARLINGTON HEIGHTS RD
ARLINGTON HEIGHTS,IL60004 		    UNRESTRICTED 2,000

SISTERS OF NOTRE DAME DE NAMUR

701 E COLUMBIA AVE
CINCINNATI,OH45215 		    UNRESTRICTED 2,000

South County HEalth

100 KENYON AVE
WAKEFIELD,RI02879 		    UNRESTRICTED 5,000

ST GALL PARISH & ST SIMON CHAPEL

5511 S SAWYER AVE
CHICAGO,IL60629 		    UNRESTRICTED 2,000

ST JOSEPH INDIAN SCHOOL

PO BOX 326
CHAMBERLAIN,SD57326 		    UNRESTRICTED 1,000

ST JUDES CHILDRENS RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		    UNRESTRICTED 500

ST LABRE INDIAN SCHOOL

112 ST LABRE WAY CAMPUS DR
ASHLAND,MT59003 		    UNRESTRICTED 1,000

ST MARY'S OF PROVIDENCE

4200 N AUSTIN AVE
CHICAGO,IL60634 		    UNRESTRICTED 500

ST RAYMOND CHURCH

301 S I-OKA
MOUNT PROSPECT,IL60056 		    UNRESTRICTED 1,250

ST THERESA CHURCH

455 N BENTON ST
PALATINE,IL60067 		    UNRESTRICTED 2,000

ST THERESA CHURCH

455 N BENTON ST
PALATINE,IL60067 		    UNRESTRICTED 4,000

ST THERESA PARISH

455 N BENTON ST
PALATINE,IL60067 		    UNRESTRICTED 1,100

ST THERESA SCHOOL

455 N BENTON ST
PALATINE,IL60067 		    UNRESTRICTED 2,000

ST VINCENT DEPAUL

455 N BENTON ST
PALATINE,IL60067 		    UNRESTRICTED 1,500

ST VINCENT DEPAUL

66 PROGRESS PARKWAY
MARYLAND HEIGHTS,MO630433706 		    UNRESTRICTED 3,000

STUDENTS FOR LIFE OF AMERICA

1000 WINCHESTER ST SUITE 301
FREDERICKSBURG,VA22401 		    UNRESTRICTED 1,000

TEAM JOSEPH

5745 W MAPLE RD SUITE 204
WEST BLOOMFIELD TOWNSH,MI48322 		    UNRESTRICTED 1,000

THE COMMUNITY FOUNDATION

3833 CLEGHORN AVE
NASHVILLE,TN372152519 		    UNRESTRICTED 500

THE CRADLE

2049 RIDGE AVE
EVANSTON,IL60201 		    UNRESTRICTED 2,000

THE LEADERSHIP INSTITUTE

1101 N HIGHLAND ST
ARLINGTON,VA22201 		    UNRESTRICTED 1,000

THE NIGHT MINISTRY

1735 NASHLAND AVE SUITE 2000
CHICAGO,IL60622 		    UNRESTRICTED 2,000

THE WELL OF MERCY

6339 N FAIRFIELD AVE
CHICAGO,IL60659 		    UNRESTRICTED 2,000

TUNNEL TO TOWERS

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		    UNRESTRICTED 200

UNIVERSITY OF ILLINOIS FOUNDATION

1305 W GREEN
URBANA,IL61801 		    UNRESTRICTED 1,000

UNIVERSITY OF ILLINOIS FOUNDATION

1305 W GREEN
URBANA,IL61801 		    UNRESTRICTED 1,000

VANDERBILT UNIVERSITY MEDICAL CENTER

3322 WEST END AVE SUITE 900
NASHVILLE,TN37203 		    UNRESTRICTED 1,000

VOR

836 S ARLINGTON HEIGHTS RDL 351
ELK GROVE VILLAGE,IL60007 		    UNRESTRICTED 1,000

Wings

PO BOX 95615
PALATINE,IL60095 		    UNRESTRICTED 1,000

WINGS PROGRAMS INC

PO BOX 95615
PALATINE,IL60095 		    UNRESTRICTED 2,000

WOUNDED WARRRIOR PROJECT

4899 BELFORT RD SUITE 300
JACKSONVILLE,FL32256 		    UNRESTRICTED 2,000

YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION

PO BOX 80807
BILLINGS,MT591080807 		    UNRESTRICTED 1,000
Total .................................right arrow 3a 212,900
bApproved for future payment
Total ................................. right arrow 3b 0
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 68,200  
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 ............ 		    18 200,505  
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) .. 0 268,705 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
268,705
(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.
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with the preparer shown below?
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Signature of officer or trustee Date Title
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 Firm's EIN SmallBullet
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Form 990-PF (2023)
Additional Data


Software ID:  
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpStockSchedule
Name:
John Marshall Family Foundation
EIN:
26-6107463
Name of Stock End of Year Book Value End of Year Fair Market Value
ALCOA 8,407 11,322
ALIBABA GROUP HOLDING LTD ADR 210,776 122,078
ALPHABET 44,583 70,465
AMAZON 129,220 227,910
AMERICAN ELECTRIC POWER CO INC 8,493 97,464
APPLE INC 69,986 736,427
AT&T INC 7,810 41,950
BAXTER 40,117 38,660
BOEING CO 60,268 110,781
CARNIVAL CORP 68,784 74,160
CHIPOTLE MEXICAN GRILL INC CLASS A 107,481 537,436
COMCAST CORP CLASS A 1,986 26,310
CONSTELLATION ENERGY 9,355 38,924
DUKE ENERGY CORP 6,680 50,946
EAGLE PHARMACEUTICALS INC 30,771 2,615
ENBRIDGE INC COM 5,146 28,816
EXELON CORP 22,715 35,900
FIRST SOLAR INC 33,018 94,754
FIRSTENERGY CORP 2,346 36,660
GE HEALTHCARE 6,239 9,665
GENERAL ELECTRIC CO 21,721 47,861
GOGO INC 29,364 20,260
GOLDMAN SACHS GROUP INC 183,539 327,905
GRUPO TELEVISA SAB 11,477 5,357
HERTZ GLOBAL HLDGS 137,899 51,950
HOWMET AEROSPACE INC 18,724 54,120
INTERNATIONAL PAPER 27,475 27,113
JABIL INC 22,616 191,100
JPMORGAN CHASE & CO 11,847 67,360
KEYCORP 48,788 64,800
KOHLS CORP 36,792 17,208
LL FLOORING 52,208 11,700
LYFT INC 70,089 23,235
MICRON TECHNOLOGY INC 66,441 170,680
MICROSOFT CORP 60,773 846,090
NATURA CO HOLDING ADR REP 2 ORD 27,997 3,762
NEXTERA ENERGY INC 2,189 133,628
NUTRIEN LTD 34,882 19,716
NVIDIA CORP 102,261 1,473,280
PAYPAL HLDGS INC. 283,208 122,820
PELOTON INTERACTIVE INC 44,845 10,049
PFIZER INC 149,497 122,358
PHILIP MORRIS INTERNATIONAL INC 41,360 51,744
REVVITY INC 26,627 109,310
SALESFORCE.COM INC 62,625 263,140
SIRIUS XM HOLDINGS INC 42,486 18,872
SOFI TECH 26,425 19,900
SPDR S&p500 62,128 225,772
TEVA PHARMACEUTICAL INDUSTRIES LTD ADR 59,840 67,860
TRANSOCEAN LTD 125,149 50,800
UBER TECHNOLOGIES INC 31,580 92,355
VEEVA SYSTEMS INC 24,906 192,520
WAL MART STORES INC 68,457 157,650
WARNER BROS DISC 2,382 6,874
WORKDAY INC 57,081 179,439
XCEL ENERGY INC 5,907 68,101

TY 2023 InvestmentsGovtObligationsSch
Name:
John Marshall Family Foundation
EIN:
26-6107463
US Government Securities - End of Year Book Value:

28,154
US Government Securities - End of Year Fair Market Value:

29,227
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 OtherDecreasesSchedule
Name:
John Marshall Family Foundation
EIN:
26-6107463
Description Amount
ROUNDING/BASIS ADJUSTMENT 444


TY 2023 TaxesSchedule
Name:
John Marshall Family Foundation
EIN:
26-6107463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INCOME TAX 5,522 0   0
FOREIGN TAX 705 705   0