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
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 803878
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60680
A Employer identification number

85-6152110
B Telephone number (see instructions)

(312) 630-6000
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$30,359,929J 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) 30,142,066
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 842,128 523,241  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -110,578
b Gross sales price for all assets on line 6a 18,106,276
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).......      
12 Total. Add lines 1 through 11........ 30,873,616 523,241  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 84,379 21,095   63,285
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,350 0 0 2,350
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,500 1,250 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,051 8,051   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,148 4,060   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
93 63   30
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 101,521 34,519 0 66,915
25 Contributions, gifts, grants paid....... 1,200,000 1,200,000
26 Total expenses and disbursements. Add lines 24 and 25 1,301,521 34,519 0 1,266,915
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 29,572,095
b Net investment income (if negative, enter -0-) 488,722
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.............      
2 Savings and temporary cash investments......... 35,970 2,563,487 2,563,487
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)....... 155,987 Click to see attachment
List of Attached Documents:
// Content
16,141,457 		17,780,912
c Investments—corporate bonds (attach schedule)....... 61,693 Click to see attachment
List of Attached Documents:
// Content
9,880,112 		10,015,529
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)..........     0
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
1
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 253,650 28,585,056 30,359,929
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........ 253,650 28,585,056
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)..... 253,650 28,585,056
30 Total liabilities and net assets/fund balances (see instructions). 253,650 28,585,056
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
253,650
2
Enter amount from Part I, line 27a .....................
2
29,572,095
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
29,825,745
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,240,689
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
28,585,056
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 234. ADR AIA GROUP LTD SPONSORED ADR   2023-06-29 2023-08-10
b 48. ABBOTT LABORATORIES   2023-04-25 2023-09-07
c 45. ABBOTT LABORATORIES   2023-06-29 2023-09-14
d 48. ABBOTT LABORATORIES   2023-06-29 2023-10-23
e 2259. #REORG/ACTIVISION BLIZZARD INC MERGER 10-13-2023   2021-11-18 2023-03-20
19. ADOBE SYS INC   2023-03-23 2023-03-27
2. ADOBE SYS INC   2023-06-29 2023-07-26
5. ADOBE SYS INC   2023-06-29 2023-10-02
11. ADR ADVANTEST CORP SPONSORED ADR NEW   2023-07-20 2023-12-27
55. ADR ADYEN N V ADR   2023-06-29 2023-07-21
5. AIRBNB INC CL A COM USD0.0001 CL A   2023-06-29 2023-10-02
1244.99989 ALPHABET INC CAP STK USD0.001 CL C   2021-11-18 2023-03-20
405.00011 ALPHABET INC CAP STK USD0.001 CL C   2021-11-18 2023-03-20
77. ALPHABET INC CAP STK USD0.001 CL C   2021-11-21 2023-03-27
77. ALPHABET INC CAP STK USD0.001 CL C   2021-12-20 2023-07-26
6. ALPHABET INC CAP STK USD0.001 CL C   2021-11-21 2023-10-02
1131. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2021-11-18 2023-03-20
24. AMAZON COM INC   2023-06-29 2023-10-02
912. AMERICAN EXPRESS CO   2021-11-18 2023-03-20
780. AMERICAN TOWER CORP   2021-11-18 2023-03-20
777. AMERICAN WTR WKS CO INC NEW COM   2021-11-18 2023-03-20
452. AMGEN INC   2021-11-18 2023-03-20
8166. APPLE COMPUTER INC   2021-11-18 2023-03-20
8. ASTRAZENECA PLC SPONSORED ADR   2023-04-25 2023-07-21
30. ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM CLASS A   2023-06-29 2023-12-27
2. ATLASSIAN CORP CL A   2023-06-29 2023-07-20
2. ATLASSIAN CORP CL A   2023-10-18 2023-12-26
55. AUTODESK, INC   2023-03-23 2023-06-26
1043. BK AMER CORP COM   2021-11-18 2023-03-20
262. BAXTER INTL INC   2021-11-18 2023-03-20
283. BECTON DICKINSON & CO   2021-11-18 2023-03-20
93. BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS'B'   2021-11-18 2023-03-20
6. BLACKROCK INC CL A   2023-04-25 2023-05-09
12. BLACKROCK INC CL A   2023-04-25 2023-05-24
3. BROADCOM INC COM   2023-03-23 2023-06-22
11. BROADCOM INC COM   2023-06-29 2023-07-10
7. BROADCOM INC COM   2023-06-29 2023-07-14
4. BROADCOM INC COM   2023-06-29 2023-08-04
7. BROADCOM INC COM   2023-06-29 2023-12-18
333. THE CIGNA GROUP   2021-11-18 2023-03-20
77. ADR CSL LTD SPONSORED ADR   2023-06-29 2023-08-07
22. ADR CSL LTD SPONSORED ADR   2023-04-25 2023-08-07
1494. CVS CORP   2021-11-18 2023-03-20
11. CANADIAN PAC KANS CITY LTD   2023-04-25 2023-07-20
6. CANADIAN PAC KANS CITY LTD   2023-08-10 2023-12-26
1147. CHEVRONTEXACO CORP   2021-11-18 2023-03-20
129588.00283 CORNING INC   2021-11-18 2023-03-07
237.99717 CORNING INC   2021-11-18 2023-03-07
537. COSTCO WHSL CORP NEW   2021-11-18 2023-03-20
26. CROWN CASTLE INC COM   2023-03-23 2023-06-06
54. CROWN CASTLE INC COM   2023-04-15 2023-08-15
37. CROWN CASTLE INC COM   2023-04-25 2023-08-25
52. CROWN CASTLE INC COM   2023-04-25 2023-09-07
55. CROWN CASTLE INC COM   2023-06-29 2023-09-14
1301. DANAHER CORP   2021-11-18 2023-03-20
1131. WALT DISNEY CO   2021-11-18 2023-03-20
359. DOCUSIGN INC COM   2023-06-29 2023-09-14
109. ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD   2023-06-29 2023-12-12
467. DUKE ENERGY CORP NEW COM NEW COM NEW   2021-11-18 2023-03-20
54. EMBECTA CORPORATION COM USD0.01 WI   2021-11-18 2023-03-07
2. EPAM SYS INC COM STK   2023-03-23 2023-12-27
3. ADR EVOLUTION AB ADR UNSP ADR EACH REPR 1 ORD   2023-04-25 2023-12-27
1. EXPERIAN PLC   2023-06-29 2023-12-27
989. EXXON MOBIL CORP   2021-11-18 2023-03-20
639. FORTIVE CORP COM MON STOCK   2021-11-18 2023-03-20
23. GARTNER GROUP INC NEW CL A   2023-03-23 2023-06-26
263. W W GRAINGER INC   2021-11-18 2023-03-20
1201.00647 HOME DEPOT INC   2021-11-18 2023-03-20
49.99353 HOME DEPOT INC   2021-11-18 2023-03-20
8. HOME DEPOT INC   2021-11-21 2023-11-03
22. ADR ICICI BK LTD   2023-06-29 2023-12-27
212. ILLUMINA INC   2023-06-29 2023-11-22
1370. INTERCONTINENTAL EXCHANGE INC COM   2021-11-18 2023-03-20
483. ISHARES TRUST RUSSELL MIDCAP INDEX FUND   2021-11-18 2023-03-20
36. MFC ISHARES TR RUSSELL 2000 INDEX FD   2021-11-18 2023-03-20
330000. JEA FLA WTR & SWR SYS REV 5.0% DUE 10-01-2023 BEO   2021-11-18 2023-10-02
3046. J P MORGAN CHASE & CO   2021-11-18 2023-03-20
3442. LABORATORY CORP AMER HLDGS NEW   2021-11-18 2023-03-07
115. ADR LASERTEC CORP ADR   2023-04-25 2023-05-08
17. ADR LI NING CO LTD ADR   2023-04-25 2023-06-06
94. ADR LONZA GROUP AG ADR   2023-06-29 2023-11-09
2779. MASCO CORP   2021-11-18 2023-03-20
2. MASTERCARD INC CL A   2023-06-29 2023-07-26
780. MCDONALDS CORP   2021-11-18 2023-03-20
1737. MERCK & CO INC   2021-11-18 2023-03-20
25. MERCK & CO INC   2023-04-25 2023-07-14
1869. METLIFE INC   2021-11-18 2023-03-20
2. METTLER TOLEDO INTERNATIONAL INC   2023-04-25 2023-11-21
3. METTLER TOLEDO INTERNATIONAL INC   2023-06-29 2023-11-22
869. MICROSOFT CORP COM   2021-11-18 2023-03-20
45. MICROSOFT CORP COM   2023-04-05 2023-06-15
8. MICROSOFT CORP COM   2023-06-29 2023-10-02
1869. MONDELEZ INTL INC COM   2021-11-18 2023-03-20
120. NOV INC COM   2021-11-18 2023-03-20
6. NESTLE S A SPONSORED ADR REPSTG REG SH   2023-04-25 2023-07-20
1. NESTLE S A SPONSORED ADR REPSTG REG SH   2023-04-25 2023-12-27
3. NETFLIX INC COM STK   2023-06-29 2023-07-26
4. NETFLIX INC COM STK   2023-06-29 2023-10-02
105. NETFLIX INC COM STK   2023-06-29 2023-12-01
1737. NIKE INC CLASS B   2021-11-18 2023-03-20
677. NORFOLK SOUTHERN CORP   2021-11-18 2023-03-20
285.65 MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD   2021-11-18 2023-03-20
12263. MFB NORTHN FDS SMALL CAP INDEX FD   2021-11-18 2023-03-20
6310. NORTHERN TRUST CORP   2021-11-18 2023-03-07
9. NOVO NORDISK A S ADR   2023-04-25 2023-07-20
1837. ORACLE CORPORATION   2021-11-18 2023-03-20
29. PAYPAL HLDGS INC COM   2023-03-23 2023-07-26
105. ADR PERNOD RICARD S A SPONSORED ADR   2023-04-25 2023-09-29
83. ADR PERNOD RICARD S A SPONSORED ADR   2023-06-29 2023-10-02
3602. PFIZER INC   2021-11-18 2023-03-20
659.00012 PROCTER & GAMBLE CO   2021-11-18 2023-03-20
136.99988 PROCTER & GAMBLE CO   2021-11-18 2023-03-20
25. PROCTER & GAMBLE CO   2021-11-21 2023-07-14
28. PROLOGIS INC COM   2023-04-25 2023-12-11
15. PROLOGIS INC COM   2023-04-25 2023-12-18
30. QUALCOMM INC   2023-03-23 2023-09-07
25042. QUEST DIAGNOSTICS INC   2021-11-18 2023-03-07
61. RTX CORPORATION COMSTK   2023-04-25 2023-12-18
29. RESMED INC   2023-06-29 2023-09-14
296. MFC SPDR TR UNIT SER 1 STD & POORS UNIT SER 1   2021-11-18 2023-03-20
4745. SPDR DOW JONES REIT ETF   2021-11-18 2023-03-20
870. MFC SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RC   2021-11-18 2023-03-20
780. SALESFORCE INC COM USD0.001   2021-11-18 2023-03-20
78. SALESFORCE INC COM USD0.001   2023-04-25 2023-06-22
4. SALESFORCE INC COM USD0.001   2023-06-29 2023-10-02
583. SCHLUMBERGER LTD ISIN #AN8068571086   2021-11-18 2023-03-20
161. ADR SCHNEIDER ELECTRIC SE   2023-06-29 2023-11-07
2. SERVICENOW INC COM USD0.001   2023-06-29 2023-07-26
25. SIKA AG ADR   2023-03-23 2023-07-21
132. SIKA AG ADR   2023-06-29 2023-11-10
173. SIKA AG ADR   2023-06-29 2023-12-12
1174. STARBUCKS CORP   2021-11-18 2023-03-20
13. TEXAS INSTRUMENTS INC   2023-03-23 2023-11-03
2. THOMSON REUTERS CORP FORMERLY COM NO PAR   2023-06-29 2023-12-27
160. TRUIST FINL CORP COM   2023-03-23 2023-06-22
313. TRUIST FINL CORP COM   2023-03-30 2023-07-26
271. TRUIST FINL CORP COM   2023-04-25 2023-08-04
262. TRUIST FINL CORP COM   2023-06-29 2023-08-15
41. UNITED PARCEL SERVICE INC CL B   2023-03-23 2023-11-14
5. UNITEDHEALTH GROUP INC   2023-04-25 2023-10-02
912. V F CORP   2021-11-18 2023-03-20
4533. VANGUARD FTSE DEVELOPED MARKETS ETF   2021-11-18 2023-03-20
1255. MFC VANGUARD MUN BD FD INC TAX-EXEMPT BDINDEX FD ETF   2021-11-18 2023-03-20
811. VERIZON COMMUNICATIONS   2021-11-18 2023-03-20
2. VISA INC CLASS A SHARES   2023-06-29 2023-10-02
1. WASTE CONNECTIONS INC COM   2023-04-25 2023-12-27
3. WORKDAY INC CL A COM USD0.001   2023-06-29 2023-10-02
174. ZIMMER HLDGS INC   2021-11-18 2023-03-20
1. AON PLC   2023-06-29 2023-07-20
325. EATON CORP PLC COM USD0.50   2021-11-18 2023-03-20
2. ICON PLC COM   2023-06-29 2023-07-21
1. ICON PLC COM   2023-08-11 2023-12-27
35. MEDTRONIC PLC COMMON STOCK   2023-04-25 2023-06-06
68. MEDTRONIC PLC COMMON STOCK   2023-05-18 2023-09-14
68. MEDTRONIC PLC COMMON STOCK   2023-06-29 2023-10-12
102. MEDTRONIC PLC COMMON STOCK   2023-03-23 2023-10-23
3. STERIS PLC ORD USD0.001   2023-06-29 2023-07-20
8. ALCON AG COM USD0.04 WI   2023-03-23 2023-04-04
13. ALCON AG COM USD0.04 WI   2023-03-23 2023-04-05
15. ALCON AG COM USD0.04 WI   2023-03-23 2023-04-06
7. ALCON AG COM USD0.04 WI   2023-03-23 2023-04-10
2. ASM INTL NV   2023-06-29 2023-10-20
1. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2023-06-29 2023-10-20
2. FERRARI N V FERRARI N V COMMON S TOCK   2023-06-29 2023-07-20
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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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,831   9,656 -825
b 4,830   5,300 -470
c 4,638   4,962 -324
d 4,627   5,146 -519
e 178,755   152,944 25,811
7,072   7,073 -1
1,033   964 69
2,591   2,411 180
378   413 -35
940   933 7
679   625 54
126,882   141,730 -14,848
41,275   46,105 -4,830
8,013   9,150 -1,137
10,064   9,317 747
804   713 91
114,272   128,307 -14,035
3,093   3,069 24
144,437   144,210 227
157,132   180,547 -23,415
110,245   113,209 -2,964
105,607   102,563 3,044
1,283,257   1,173,005 110,252
553   609 -56
517   426 91
363   326 37
489   388 101
11,072   11,117 -45
28,865   36,659 -7,794
9,931   19,091 -9,160
67,187   69,929 -2,742
27,858   27,943 -85
3,805   4,003 -198
7,833   7,905 -72
2,519   1,939 580
9,523   9,410 113
6,264   5,988 276
3,542   3,422 120
8,034   5,988 2,046
90,220   77,181 13,039
6,606   7,312 -706
1,892   2,226 -334
111,623   142,946 -31,323
891   873 18
477   492 -15
177,861   135,019 42,842
4,416,402   4,512,902 -96,500
8,111   8,288 -177
261,481   238,492 22,989
2,928   3,281 -353
5,528   6,817 -1,289
3,679   4,631 -952
5,201   6,436 -1,235
5,409   6,368 -959
316,887   319,740 -2,853
105,900   119,632 -13,732
16,134   18,977 -2,843
8,368   10,508 -2,140
45,315   48,761 -3,446
1,682   1,579 103
601   568 33
361   411 -50
41   38 3
100,731   78,549 22,182
41,601   37,337 4,264
7,757   7,178 579
176,221   123,922 52,299
345,180   346,028 -848
14,369   14,404 -35
2,361   2,272 89
529   507 22
20,725   44,957 -24,232
133,031   132,253 778
32,373   33,366 -993
6,236   6,417 -181
330,000   330,000  
384,895   367,789 17,106
800,480   844,564 -44,084
3,051   3,664 -613
2,529   3,135 -606
3,521   5,625 -2,104
138,314   152,067 -13,753
797   771 26
210,411   183,483 26,928
183,595   133,964 49,631
2,674   2,914 -240
106,567   117,329 -10,762
2,173   3,005 -832
3,281   4,047 -766
235,212   224,902 10,310
15,509   12,621 2,888
2,550   2,672 -122
125,719   117,859 7,860
2,137   1,634 503
721   777 -56
114   130 -16
1,262   1,295 -33
1,516   1,727 -211
48,908   41,550 7,358
208,264   192,946 15,318
138,148   165,151 -27,003
2,896   3,125 -229
141,883   151,571 -9,688
581,119   655,199 -74,080
1,483   1,531 -48
159,786   127,424 32,362
2,110   2,131 -21
3,521   4,902 -1,381
2,745   3,634 -889
146,043   182,946 -36,903
95,128   98,521 -3,393
19,776   20,481 -705
3,726   3,747 -21
3,421   3,427 -6
1,989   1,836 153
3,193   3,753 -560
3,447,334   3,488,851 -41,517
4,946   6,199 -1,253
4,267   6,337 -2,070
116,104   117,561 -1,457
405,255   482,685 -77,430
381,961   385,023 -3,062
143,806   125,069 18,737
16,570   15,036 1,534
811   842 -31
26,949   17,331 9,618
5,142   5,690 -548
1,161   1,090 71
741   695 46
3,280   3,643 -363
4,904   4,701 203
116,687   84,728 31,959
1,950   2,353 -403
288   268 20
4,910   5,281 -371
10,428   10,325 103
8,755   8,516 239
7,755   8,090 -335
5,847   7,669 -1,822
2,552   2,480 72
19,293   42,153 -22,860
195,624   198,160 -2,536
62,886   61,693 1,193
30,197   39,775 -9,578
461   465 -4
148   143 5
640   666 -26
21,890   19,948 1,942
338   338  
53,162   45,136 8,026
490   479 11
284   256 28
2,919   3,167 -248
5,564   6,264 -700
4,882   5,966 -1,084
7,417   8,061 -644
682   653 29
560   543 17
902   882 20
1,060   1,018 42
480   475 5
763   828 -65
583   725 -142
637   641 -4
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
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       -825
b       -470
c       -324
d       -519
e       25,811
      -1
      69
      180
      -35
      7
      54
      -14,848
      -4,830
      -1,137
      747
      91
      -14,035
      24
      227
      -23,415
      -2,964
      3,044
      110,252
      -56
      91
      37
      101
      -45
      -7,794
      -9,160
      -2,742
      -85
      -198
      -72
      580
      113
      276
      120
      2,046
      13,039
      -706
      -334
      -31,323
      18
      -15
      42,842
      -96,500
      -177
      22,989
      -353
      -1,289
      -952
      -1,235
      -959
      -2,853
      -13,732
      -2,843
      -2,140
      -3,446
      103
      33
      -50
      3
      22,182
      4,264
      579
      52,299
      -848
      -35
      89
      22
      -24,232
      778
      -993
      -181
       
      17,106
      -44,084
      -613
      -606
      -2,104
      -13,753
      26
      26,928
      49,631
      -240
      -10,762
      -832
      -766
      10,310
      2,888
      -122
      7,860
      503
      -56
      -16
      -33
      -211
      7,358
      15,318
      -27,003
      -229
      -9,688
      -74,080
      -48
      32,362
      -21
      -1,381
      -889
      -36,903
      -3,393
      -705
      -21
      -6
      153
      -560
      -41,517
      -1,253
      -2,070
      -1,457
      -77,430
      -3,062
      18,737
      1,534
      -31
      9,618
      -548
      71
      46
      -363
      203
      31,959
      -403
      20
      -371
      103
      239
      -335
      -1,822
      72
      -22,860
      -2,536
      1,193
      -9,578
      -4
      5
      -26
      1,942
       
      8,026
      11
      28
      -248
      -700
      -1,084
      -644
      29
      17
      20
      42
      5
      -65
      -142
      -4
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -110,578
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 6,793
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 6,793
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 6,793
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 45
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 45
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 6,748
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
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, FL
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowNORTHERN TRUST COMPANY Telephone no.right arrow (312) 630-6000

Located atright arrowPO BOX 803878CHICAGOIL ZIP+4right arrow60680
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
NORTHERN TRUST COMPANY TRUSTEE
40 		84,379    
PO BOX 803878
CHICAGO,IL60680
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
26,071,506
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
26,071,506
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
26,071,506
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
391,073
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,680,433
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,284,022
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
1,284,022
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,793
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,793
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,277,229
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,277,229
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
1,277,229
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
1,266,915
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
1,266,915
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 1,277,229
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 3,950
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$ 1,266,915
a Applied to 2022, but not more than line 2a 3,950
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..... 1,262,965
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 .......... 		14,264
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).)
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

THE HICKMAN FUND DAF
CHICAGO COMMUNITY TRUST
33 S STATE STREET SUITE 750
CHICAGO,IL60603 		NONE PUBLIC GENERAL 300,000

NEUHOFF FAMILY FUND DAF
CHICAGO COMMUNITY TRUST
33 S STATE STREET SUITE 750
CHICAGO,IL60603 		NONE PUBLIC GENERAL 300,000

NEUHOFF LEGACY FUND DAF
SCHWAB CHARITABLE GROUP
PO BOX 628298
ORLANDO,FL32862 		NONE PUBLIC GENERAL 300,000

ERIMAR FUND DAF
CHICAGO COMMUNITY TRUST
33 S STATE STREET SUITE 750
CHICAGO,IL60603 		NONE PUBLIC GENERAL 300,000
Total .................................right arrow 3a 1,200,000
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 ....     14 842,128  
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 -110,578  
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) ..   731,550  
13Total. Add line 12, columns (b), (d), and (e)..................
13
731,550
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
 
Employer identification number

85-6152110
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
  		Employer identification number
85-6152110
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
LOUISE H NEUHOFF LIVING TRUST
1201 N MARKET ST STE 1202
 
WILMINGTON, DE19801

$ 28,794,317


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
LOUISE H NEUHOFF LIVING TRUST
1201 N MARKET ST STE 1202
 
WILMINGTON, DE19801

$ 1,347,749


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
  		Employer identification number

85-6152110
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SHARES OF COMMON STOCK $ 28,794,317 2023-02-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
  		Employer identification number

85-6152110
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
EIN:
85-6152110
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 2,500 1,250   1,250

TY 2023 InvestmentsCorpBondsSchedule
Name:
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
EIN:
85-6152110
Name of Bond End of Year Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE 9,880,112 10,015,529

TY 2023 InvestmentsCorpStockSchedule
Name:
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
EIN:
85-6152110
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE 16,141,457 17,780,912

TY 2023 LegalFeesSchedule
Name:
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
EIN:
85-6152110
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,350     2,350


TY 2023 OtherAssetsSchedule
Name:
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
EIN:
85-6152110
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SEE ATTACHED SCHEDULES   0 1


TY 2023 OtherDecreasesSchedule
Name:
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
EIN:
85-6152110
Description Amount
APPRECIATION OF SHS RECVD 1,104,194
A/A COST ADJUSTMENT 136,495


TY 2023 OtherExpensesSchedule
Name:
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
EIN:
85-6152110
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SERVICE CHARGE 63 63   0
IL ATTORNEY GENERAL FEES 30 0   30


TY 2023 OtherProfessionalFeesSchedule
Name:
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
EIN:
85-6152110
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGER FEES 8,051 8,051    


TY 2023 SubstantialContributorsSch
Name:
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
EIN:
85-6152110
Name Address
LOUISE H NEUHOFF LIVING TRUST 1201 N MARKET ST STE 1202
WILMINGTON,DE19801


TY 2023 TaxesSchedule
Name:
LOUISE H NEUHOFF CHARITABLE TRUST AGREEMENT
EIN:
85-6152110
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 43 0   0
ESTIAMTED TAXES 45 0   0
FOREIGN TAXES 4,060 4,060   0