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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
HELEN'S PARK TRUST XXXXX3005
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

76-6082823
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,379,000J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 187,133 187,133 187,133
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 270,504
b Gross sales price for all assets on line 6a 1,614,213
7 Capital gain net income (from Part IV, line 2)... 270,504
8 Net short-term capital gain......... 11,014
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
48,933 48,933 48,933
12 Total. Add lines 1 through 11........ 506,570 506,570 247,080
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,340 43,446   26,894
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,077 4,077 4,077 0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,212 8,212 8,212 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
769,633 2,768 234,791 534,842
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 852,262 58,503 247,080 561,736
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 852,262 58,503 247,080 561,736
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -345,692
b Net investment income (if negative, enter -0-) 448,067
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 21,005 26,959 26,959
2 Savings and temporary cash investments......... 87,114 126,669 126,669
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)....... 3,416,977 Click to see attachment
List of Attached Documents:
// Content
2,972,960 		5,411,172
c Investments—corporate bonds (attach schedule)....... 1,011,526 Click to see attachment
List of Attached Documents:
// Content
1,027,822 		994,764
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).......... 764,540 Click to see attachment
List of Attached Documents:
// Content
794,128 		756,697
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
2,812,573 		Click to see attachment
List of Attached Documents:
// Content
2,812,573 		Click to see attachment
List of Attached Documents:
// Content
62,739
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,113,735 7,761,111 7,379,000
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........ 8,113,735 7,761,111
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)..... 8,113,735 7,761,111
30 Total liabilities and net assets/fund balances (see instructions). 8,113,735 7,761,111
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
8,113,735
2
Enter amount from Part I, line 27a .....................
2
-345,692
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,783
4
Add lines 1, 2, and 3 ..........................
4
7,774,826
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
13,715
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,761,111
Form 990-PF (2024)
Form 990-PF (2024)
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 300. ISHARES CORE MSCI EAFE ETF   2017-06-28 2024-01-08
b 50. SPDR TR UNIT SER 1   2014-10-08 2024-01-08
c 4. ADVANCED MICRO DEVICES INC   2023-03-28 2024-01-29
d 4. ADVANCED MICRO DEVICES INC   2021-11-19 2024-01-29
e 50. ISHARES CORE MSCI EAFE ETF   2017-06-28 2024-02-01
25. JPMORGAN BETABUILDERS CANADA   2022-07-27 2024-02-01
25. SPDR TR UNIT SER 1   2014-10-08 2024-02-01
625. VANGUARD TOTAL INTL BOND ETF   2022-08-08 2024-02-08
1265. VANGUARD MORTGAGE-BACKED SEC     2024-02-08
50. SPDR TR UNIT SER 1   2014-10-08 2024-02-15
2. ADVANCED MICRO DEVICES INC   2023-03-28 2024-02-20
3. ADVANCED MICRO DEVICES INC   2020-11-06 2024-02-20
12. NEXTERA ENERGY INC     2024-02-20
2. NEXTERA ENERGY INC   2023-06-23 2024-02-20
11. NEXTERA ENERGY INC   2022-06-06 2024-02-20
375. VANGUARD TOTAL INTL BOND ETF   2022-08-08 2024-03-04
5276.226 SIX CIRCLES US UNCONSTR EQ   2021-02-16 2024-03-08
1000. VANGUARD TOTAL INTL BOND ETF     2024-03-08
375. VANGUARD INT-TERM CORPORATE     2024-03-08
3. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
1. NVIDIA CORP   2023-03-28 2024-03-20
1. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-03-20
6. NXP SEMICONDUCTORS NV     2024-03-20
3. NXP SEMICONDUCTORS NV   2020-07-10 2024-04-12
4. NXP SEMICONDUCTORS NV     2024-04-12
788.644 SIX CIRCLES US UNCONSTR EQ   2021-02-16 2024-04-25
664.305 SIX CIRCLES INTL UNCON EQ   2021-10-26 2024-04-25
. CASH RECEIPT SECURITIES LITIGATION     2024-05-06
1. VANGUARD INT-TERM CORPORATE   2023-12-08 2024-05-08
2. VANGUARD INT-TERM CORPORATE   2023-12-08 2024-05-08
922. VANGUARD INT-TERM CORPORATE   2023-12-08 2024-05-08
1. DEERE & CO   2022-03-03 2024-05-13
4. DEERE & CO   2021-08-19 2024-05-13
75. SPDR TR UNIT SER 1   2014-10-08 2024-05-16
10. LAUDER ESTEE COS INC CL A     2024-05-17
. EXXON MOBIL CORP     2024-05-28
13. ALPHABET INC-CL A   2012-07-11 2024-06-05
93.662 SIX CIRCLES US UNCONSTR EQ   2023-06-30 2024-06-10
1837.413 SIX CIRCLES US UNCONSTR EQ     2024-06-10
3974.895 SIX CIRCLES INTL UNCON EQ     2024-06-10
. NORWEST CORP     2024-06-27
3. ABBVIE INC   2023-10-27 2024-07-15
3. ABBVIE INC     2024-07-15
3. ADVANCED MICRO DEVICES INC   2020-11-06 2024-07-15
15. ALPHABET INC-CL C   2012-07-11 2024-07-15
16. AMAZON COM INC     2024-07-15
3. AMERICAN EXPRESS CO     2024-07-15
3. ANALOG DEVICES INC   2020-11-06 2024-07-15
16. APPLE COMPUTER INC     2024-07-15
11. BANK OF AMERICA CORPORATION   2023-12-18 2024-07-15
10. BANK OF AMERICA CORPORATION     2024-07-15
1. BIOGEN IDEC INC   2022-12-01 2024-07-15
5. BOSTON SCIENTIFIC CORP     2024-07-15
6. BOSTON SCIENTIFIC CORP     2024-07-15
11. BRISTOL MYERS SQUIBB CO     2024-07-15
10. CONOCOPHILLIPS     2024-07-15
1. COSTCO WHSL CORP NEW   2023-09-22 2024-07-15
1. DEERE & CO   2021-08-19 2024-07-15
5. EXXON MOBIL CORP   2023-09-12 2024-07-15
7. EXXON MOBIL CORP   2023-01-25 2024-07-15
5. FACEBOOK INC-A     2024-07-15
3. FISERV INC     2024-07-15
3. ARTHUR J GALLAGHER & CO     2024-07-15
3. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-07-15
3. HONEYWELL INTL INC   2010-02-01 2024-07-15
5. INGERSOLL RAND INC     2024-07-15
1. INTUIT   2022-08-03 2024-07-15
1. INTUITIVE SURGICAL INC NEW   2021-09-15 2024-07-15
1. LILLY ELI & CO   2016-12-16 2024-07-15
2. LOWES COS INC   2011-09-22 2024-07-15
2. MARTIN MARIETTA MATLS INC     2024-07-15
4. MASTERCARD INC - CLASS A     2024-07-15
3. MCDONALDS CORP   2024-05-17 2024-07-15
12. MICROSOFT CORP     2024-07-15
8. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-07-15
10. MONSTER BEVERAGE CORP   2022-06-24 2024-07-15
8. MORGAN STANLEY DEAN WITTER & CO NEW   2022-10-05 2024-07-15
8. NEXTERA ENERGY INC   2023-06-23 2024-07-15
3. NORFOLK SOUTHN CORP     2024-07-15
35. NVIDIA CORP     2024-07-15
3. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2024-07-15
3. PEPSICO INC     2024-07-15
5. PROGRESSIVE CORP OHIO     2024-07-15
1. REGENERON PHARMACEUTICALS INC   2021-12-29 2024-07-15
2. S&P GLOBAL INC   2022-12-02 2024-07-15
2. SALESFORCE.COM INC   2024-03-20 2024-07-15
9. SOUTHERN CO     2024-07-15
2. STRYKER CORP   2023-09-13 2024-07-15
4. TJX COS INC NEW   2023-09-22 2024-07-15
3. T-MOBILE US INC   2022-08-31 2024-07-15
4. TEXAS INSTRS INC   2016-03-10 2024-07-15
1. THERMO ELECTRON CORP   2024-01-29 2024-07-15
4. UNITEDHEALTH GROUP INC     2024-07-15
3. WASTE CONNECTIONS INC     2024-07-15
16. WELLS FARGO & CO NEW   2021-03-03 2024-07-15
3. EATON CORP PLC     2024-07-15
3. LINDE PLC   2023-03-24 2024-07-15
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2024-07-15
3. NXP SEMICONDUCTORS NV   2019-02-19 2024-07-15
2. ABBVIE INC   2020-03-31 2024-07-22
5. ALPHABET INC-CL C   2012-07-11 2024-07-22
5. AMAZON COM INC   2015-03-12 2024-07-22
1. AMERICAN EXPRESS CO   2018-07-18 2024-07-22
6. APPLE COMPUTER INC   2024-04-12 2024-07-22
7. BANK OF AMERICA CORPORATION   2023-12-18 2024-07-22
1. BOOKING HOLDINGS INC   2020-09-30 2024-07-22
3. CONOCOPHILLIPS   2022-02-08 2024-07-22
1. COSTCO WHSL CORP NEW   2021-11-05 2024-07-22
4. EXXON MOBIL CORP     2024-07-22
2. FACEBOOK INC-A     2024-07-22
2. FISERV INC   2023-07-07 2024-07-22
1. ARTHUR J GALLAGHER & CO   2021-04-29 2024-07-22
1. INTUIT   2022-08-03 2024-07-22
1. INTUITIVE SURGICAL INC NEW   2021-09-15 2024-07-22
1. MASTERCARD INC - CLASS A   2021-03-05 2024-07-22
1. MCDONALDS CORP   2022-01-21 2024-07-22
4. MICROSOFT CORP   2009-01-29 2024-07-22
3. MORGAN STANLEY DEAN WITTER & CO NEW     2024-07-22
13. NVIDIA CORP   2023-03-07 2024-07-22
2. PEPSICO INC   2014-10-13 2024-07-22
2. PROGRESSIVE CORP OHIO   2022-04-07 2024-07-22
1. SALESFORCE.COM INC   2024-03-20 2024-07-22
3. SOUTHERN CO   2024-05-13 2024-07-22
1. STRYKER CORP   2023-09-13 2024-07-22
2. TEXAS INSTRS INC   2016-03-10 2024-07-22
1. UNITEDHEALTH GROUP INC   2010-12-01 2024-07-22
5. WELLS FARGO & CO NEW     2024-07-22
1. EATON CORP PLC   2021-03-03 2024-07-22
1. LINDE PLC   2023-03-24 2024-07-22
75. SPDR TR UNIT SER 1   2014-10-08 2024-08-01
2725.186 SIX CIRCLES US UNCONSTR EQ   2023-06-30 2024-09-10
11. ALPHABET INC-CL C   2012-07-11 2024-09-12
1. INTUIT   2023-03-29 2024-09-12
2. INTUIT     2024-09-12
5. BIOGEN IDEC INC     2024-10-01
4. HONEYWELL INTL INC   2010-02-01 2024-10-01
1. INTUIT   2020-02-25 2024-10-01
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
3. BIOGEN IDEC INC     2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-05-04 2024-10-04
338.278 FIDELITY 500 INDEX FUND   2024-03-08 2024-10-07
1. INTUIT   2020-05-04 2024-10-07
534. JPMORGAN BETABUILDERS EUROPE ETF     2024-10-07
308. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-10-07
898. JPMORGAN BETABUILDERS CANADA     2024-10-07
295. JPMORGAN BETABUILDERS DEVELO     2024-10-07
1. DEERE & CO   2021-08-19 2024-10-14
1. DEERE & CO   2021-08-19 2024-10-15
1. INTUIT   2020-05-04 2024-10-17
10. SPDR TR UNIT SER 1   2014-10-08 2024-10-25
2441.671 SIX CIRCLES US UNCONSTR EQ   2023-06-30 2024-10-25
4. DEERE & CO   2021-10-21 2024-11-01
383.45 FIDELITY 500 INDEX FUND     2024-11-12
1317.176 SIX CIRCLES US UNCONSTR EQ     2024-11-12
2. ANALOG DEVICES INC   2020-11-06 2024-11-13
12. ANALOG DEVICES INC     2024-11-13
5. CONOCOPHILLIPS     2024-11-21
1. CONOCOPHILLIPS   2022-01-05 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
18. MONSTER BEVERAGE CORP     2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
4. T-MOBILE US INC   2022-08-31 2024-11-21
2. LINDE PLC   2018-12-11 2024-11-21
1. LINDE PLC   2018-12-11 2024-11-21
4. MONSTER BEVERAGE CORP     2024-11-22
25. ISHARES TR 20+ TREAS INDEX FD   2024-02-08 2024-12-16
575. ISHARES TR 20+ TREAS INDEX FD     2024-12-16
2000. ISHARES BROAD USD HIGH YIELD   2024-11-12 2024-12-16
2158. JPMORGAN BETABUILDERS EUROPE ETF     2024-12-16
450. JPMORGAN BETABUILDERS JAPAN ETF   2021-02-01 2024-12-16
9187.082 SIX CIRCLES CREDIT OPPORT     2024-12-16
1000. VANGUARD BD INDEX TOTAL BD MKT ETF     2024-12-16
16. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
1. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
12. NVIDIA CORP     2024-12-17
6. T-MOBILE US INC     2024-12-17
9. T-MOBILE US INC     2024-12-17
1. JPM ACCESS MULTI-STRATEGY FUND II RIC ENDOWMENTS & FOUNDATIONS & OT   2023-01-01 2024-12-31
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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    
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 20,986   18,398 2,588
b 23,729   9,813 13,916
c 708   376 332
d 708   623 85
e 3,527   3,066 461
1,601   1,505 96
12,230   4,906 7,324
30,363   31,944 -1,581
57,514   66,750 -9,236
25,100   9,813 15,287
329   188 141
494   257 237
683   1,032 -349
113   148 -35
620   887 -267
18,250   19,166 -916
85,000   75,292 9,708
49,096   50,880 -1,784
30,222   29,897 325
541   257 284
893   262 631
951   693 258
1,430   733 697
711   351 360
944   372 572
12,500   11,254 1,246
7,500   7,493 7
50     50
79   79  
158   158  
73,070   72,787 283
408   383 25
1,638   1,435 203
39,651   14,719 24,932
1,349   1,475 -126
58     58
2,273   186 2,087
1,576   1,283 293
30,924   25,954 4,970
47,500   44,572 2,928
15     15
505   411 94
505   290 215
542   257 285
2,827   214 2,613
3,085   1,128 1,957
731   338 393
715   401 314
3,759   3,174 585
461   370 91
419   345 74
222   303 -81
391   216 175
468   236 232
441   839 -398
1,149   955 194
852   560 292
371   359 12
578   587 -9
810   784 26
2,487   1,292 1,195
466   378 88
816   453 363
668   381 287
648   112 536
493   243 250
658   463 195
438   348 90
954   73 881
467   38 429
1,114   905 209
1,775   1,472 303
758   816 -58
5,449   933 4,516
518   574 -56
502   469 33
851   665 186
571   594 -23
686   418 268
4,489   881 3,608
591   435 156
494   438 56
1,083   613 470
1,088   648 440
965   721 244
506   609 -103
719   714 5
660   592 68
456   358 98
547   434 113
810   221 589
545   554 -9
2,069   1,158 911
542   205 337
920   608 312
982   412 570
1,316   1,033 283
1,069   292 777
854   278 576
347   152 195
919   71 848
922   93 829
244   103 141
1,352   1,059 293
296   235 61
3,928   1,709 2,219
337   274 63
848   510 338
462   447 15
977   445 532
316   251 65
273   141 132
643   463 180
461   348 113
447   354 93
259   255 4
1,775   71 1,704
307   124 183
1,605   309 1,296
335   190 145
436   239 197
255   304 -49
246   236 10
342   296 46
408   110 298
558   38 520
295   188 107
319   137 182
448   344 104
40,723   14,719 26,004
47,500   37,335 10,165
1,699   157 1,542
642   430 212
1,285   574 711
954   1,468 -514
824   149 675
608   285 323
189   234 -45
568   839 -271
188   234 -46
613   267 346
66,925   60,305 6,620
603   267 336
32,469   31,523 946
18,727   16,360 2,367
64,695   47,043 17,652
15,828   16,362 -534
404   359 45
405   359 46
609   267 342
5,790   1,963 3,827
45,000   33,451 11,549
1,601   1,371 230
79,773   36,807 42,966
25,000   18,036 6,964
428   267 161
2,563   1,598 965
570   442 128
112   77 35
745   73 672
967   823 144
54   45 9
946   578 368
904   321 583
453   161 292
216   178 38
2,260   2,351 -91
51,981   83,452 -31,471
74,430   74,470 -40
125,165   113,375 11,790
25,707   25,250 457
82,500   88,310 -5,810
72,733   74,042 -1,309
2,000   1,371 629
991   488 503
1,546   279 1,267
1,343   865 478
1,997   1,247 750
29,589   1 29,588
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
      14,684
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       2,588
b       13,916
c       332
d       85
e       461
      96
      7,324
      -1,581
      -9,236
      15,287
      141
      237
      -349
      -35
      -267
      -916
      9,708
      -1,784
      325
      284
      631
      258
      697
      360
      572
      1,246
      7
      50
       
       
      283
      25
      203
      24,932
      -126
      58
      2,087
      293
      4,970
      2,928
      15
      94
      215
      285
      2,613
      1,957
      393
      314
      585
      91
      74
      -81
      175
      232
      -398
      194
      292
      12
      -9
      26
      1,195
      88
      363
      287
      536
      250
      195
      90
      881
      429
      209
      303
      -58
      4,516
      -56
      33
      186
      -23
      268
      3,608
      156
      56
      470
      440
      244
      -103
      5
      68
      98
      113
      589
      -9
      911
      337
      312
      570
      283
      777
      576
      195
      848
      829
      141
      293
      61
      2,219
      63
      338
      15
      532
      65
      132
      180
      113
      93
      4
      1,704
      183
      1,296
      145
      197
      -49
      10
      46
      298
      520
      107
      182
      104
      26,004
      10,165
      1,542
      212
      711
      -514
      675
      323
      -45
      -271
      -46
      346
      6,620
      336
      946
      2,367
      17,652
      -534
      45
      46
      342
      3,827
      11,549
      230
      42,966
      6,964
      161
      965
      128
      35
      672
      144
      9
      368
      583
      292
      38
      -91
      -31,471
      -40
      11,790
      457
      -5,810
      -1,309
      629
      503
      1,267
      478
      750
      29,588
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 270,504
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 11,014
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 6,228
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 6,228
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 6,228
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,004
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 4,004
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,224
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
4 		70,340    
10 S DEARBORN ST MC IL1-0111
Chicago,IL60603
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 OPERATION AND MAINTENANCE OF HELEN'S PARK, HOUSTON TX FORMED TO PROVIDE A PEACEFUL PLACE TO THE PUBLIC 766,865
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 (2024)
Form 990-PF (2024)
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
7,287,200
b
Average of monthly cash balances.......................
1b
54,519
c
Fair market value of all other assets (see instructions)................
1c
62,738
d
Total (add lines 1a, b, and c).........................
1d
7,404,457
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
7,404,457
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
111,067
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,293,390
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
364,670
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
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
0
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
0
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
0
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
561,736
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
561,736
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 0
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 561,736
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024. 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  
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
0     27,235 27,235
b 85% (0.85) of line 2a .........       23,150 23,150
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		561,736 273,832 90,195 226,035 1,151,798
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 .... 		561,736 273,832 90,195 226,035 1,151,798
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ...... 7,379,000 7,111,331 7,410,483 8,806,983 30,707,797
(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 .. 		243,113 222,157 226,931 243,643 935,844
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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
Total .................................right arrow 3a  
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 187,133  
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 ............ 		    18 270,504  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    15 14,928  
bLEASE BONUS     15 34,005  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   506,570  
13Total. Add line 12, columns (b), (d), and (e)..................
13
506,570
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Name of Bond End of Year Book Value End of Year Fair Market Value
464287432 ISHARES 20+ YEAR TRE    
83002G702 SIX CIRCLES GLOBAL B 311,108 277,007
83002G884 SIX CIRCLES CREDIT O 289,259 290,356
92206C771 VANGUARD MORTGAGE-BA 217,641 215,365
921937835 VANGUARD TOTAL BOND    
92203J407 VANGUARD TOTAL INTL 138,763 139,793
92206C870 VANGUARD INT-TERM CO 71,051 72,243

TY 2024 InvestmentsCorpStockSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 1,217 5,270
110122108 BRISTOL-MYERS SQUIBB 4,429 4,185
438516106 HONEYWELL INTERNATIO 411 2,485
532457108 ELI LILLY & CO 291 3,088
548661107 LOWE'S COS INC 191 2,468
594918104 MICROSOFT CORP 1,053 24,869
609207105 MONDELEZ INTERNATION 1,306 2,628
617446448 MORGAN STANLEY 945 5,783
713448108 PEPSICO INC 2,843 3,802
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 1,221 4,500
949746101 WELLS FARGO & CO 2,691 5,900
02079K107 ALPHABET INC-CL C 954 12,759
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 2,395 15,223
57636Q104 MASTERCARD INC - A 1,401 10,005
65339F101 NEXTERA ENERGY INC 2,050 3,441
78462F103 SPDR S&P 500 ETF TRU 593,087 1,913,551
91324P102 UNITEDHEALTH GROUP I 676 9,105
94106B101 WASTE CONNECTIONS IN 851 2,917
023135106 AMAZON.COM INC 1,535 18,429
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 3,255 22,788
060505104 BANK OF AMERICA CORP 813 4,659
46432F842 ISHARES CORE MSCI EA 146,811 168,672
655844108 NORFOLK SOUTHERN COR 1,846 3,521
67066G104 NVIDIA CORP 1,782 25,515
025816109 AMERICAN EXPRESS CO 1,521 4,452
315911750 FIDELITY 500 INDEX F 508,589 917,800
83002G306 SIX CIRCLES US UNCON 590,679 964,559
83002G405 SIX CIRCLES INTL UNC 553,539 597,173
00287Y109 ABBVIE INC 2,283 5,686
337738108 FISERV INC 3,788 5,546
580135101 MCDONALD'S CORP 4,503 5,508
N6596X109 NXP SEMICONDUCTORS N 1,743 3,326
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 1,615 4,968
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
883556102 THERMO FISHER SCIENT 2,093 2,601
N07059210 ASML HOLDING NV-NY R 1,248 2,079
20825C104 CONOCOPHILLIPS 2,923 4,760
22160K105 COSTCO WHOLESALE COR 1,953 3,665
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 1,820 3,690
43300A203 HILTON WORLDWIDE HOL 1,894 3,707
45687V106 INGERSOLL RAND INC 1,502 2,804
46120E602 INTUITIVE SURGICAL I 1,772 3,132
46641Q191 JPMORGAN BETABUILDER    
46641Q217 JPMORGAN BETABUILDER 194,006 211,327
46641Q225 JPMORGAN BETABUILDER 99,920 146,615
46641Q233 JPMORGAN BETABUILDER 122,703 119,681
679580100 OLD DOMINION FREIGHT 2,109 2,646
75886F107 REGENERON PHARMACEUT 1,557 2,137
G29183103 EATON CORP PLC 1,834 4,646
30231G102 EXXON MOBIL CORP 5,331 7,745
315911727 FIDELITY INTL INDX-I 45,002 52,000
61174X109 MONSTER BEVERAGE COR 1,459 1,734
743315103 PROGRESSIVE CORP 3,051 6,230
78409V104 S&P GLOBAL INC 2,484 3,486
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 3,353 4,132
842587107 THE SOUTHERN COMPANY 4,331 4,857
863667101 STRYKER CORP 2,659 3,240
872540109 TJX COMPANIES INC 1,856 2,779
G54950103 LINDE PLC 1,899 5,024
11135F101 BROADCOM INC 5,226 5,100
127387108 CADENCE DESIGN SYS I 2,145 2,103
254687106 WALT DISNEY CO/THE 3,439 3,341
68902V107 OTIS WORLDWIDE CORP 4,006 3,612
79466L302 SALESFORCE INC 5,169 6,018
824348106 SHERWIN-WILLIAMS CO/ 1,902 1,700

TY 2024 InvestmentsOtherSchedule2
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HFGAPBWF1 JPM ACCESS MULTI-STR AT COST 794,128 756,697

TY 2024 OtherAssetsSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX 900 J L STANLEY SVY   0 1
XXX-XX-XXXX 480 JL STANLEY SVY H   0 1
XXX-XX-XXXX 17.02AC GCH S/D HARR   0 1
XXX-XX-XXXX 5AC A RICHEY GCH S/D   0 1
XXX-XX-XXXX 6.2 A RICHEY GCH S/D   0 1
XXX-XX-XXXX A RICHEY SVY HARRIS   0 1
XXX-XX-XXXX 34AC A RICHEY GCH SD   0 1
XXX-XX-XXXX WT DOBSON SVY HARRIS   0 1
XXX-XX-XXXX STANLEY SVY ETC HARR   0 1
XXX-XX-XXXX M DUNCAN SVY LICERTY   0 10,258
XXX-XX-XXXX MEDORA HARRIS SVY LI   0 1
XXX-XX-XXXX HE&WT RR CO SVY LIBE   0 1
XXX-XX-XXXX LOUIS DAVIS LGE LIBE   0 1
XXX-XX-XXXX 1290 A MCNEIL SVY LI   0 1
XXX-XX-XXXX 1414 GC&SFRR CO SVY   0 1
XXX-XX-XXXX T&RO SVYS ETC LIBERT   0 1
XXX-XX-XXXX 184.4 T&NORR CO SVY   0 1
XXX-XX-XXXX 2359 A MCNEIL SVY LI   0 1
XXX-XX-XXXX WM DUNCAN LGE LIBERT   0 1
XXX-XX-XXXX 307.7 AC DL&C CO LIB   0 1
XXX-XX-XXXX 36.5 AC DL&C CO LIBE   0 1
XXX-XX-XXXX 35.8 TCRR CO SVY LIB   0 1
XXX-XX-XXXX WM EKIERSTEAD SVYS E   0 1
XXX-XX-XXXX 45.5AC T&NO RR SVY L   0 1
XXX-XX-XXXX JOHN A WILLIAMS LGE   0 1
XXX-XX-XXXX GEO L PACE SVY LIBER   0 1
XXX-XX-XXXX WM BLOODGOOD SVY LIB   0 1
XXX-XX-XXXX WM D SMITH LGE LIBER   0 1
XXX-XX-XXXX 467 GC&SF RR CO SVY   0 1
XXX-XX-XXXX 87.27 GC&SFRRCO SVY   0 1
XXX-XX-XXXX 103.35F GARDNER SVY   0 1
XXX-XX-XXXX 193.85 DUNCAN LGE LI   0 1
XXX-XX-XXXX LIBERTY COUNTY TX AB   0 1
XXX-XX-XXXX 34.8 FM GARDNER SVY   0 1
XXX-XX-XXXX RH BLOOMFIELD SVY MA   0 5,886
XXX-XX-XXXX JAMES ROWE SVY PANOL   0 43,506
XXX-XX-XXXX JM BRADLEY SVY PANOL   0 3,042
XXX-XX-XXXX 145AC E PERRY SVY RE   0 1
XXX-XX-XXXX 153 E PERRY ETC REF   0 1
XXX-XX-XXXX 145.7A E PERRY SVY R   0 1
XXX-XX-XXXX FLORENTINE RICE SVY   0 1
XXX-XX-XXXX 352 E RBRTS ETC S AU   0 1
XXX-XX-XXXX JW MOORE SVY WHARTON   0 1
XXX-XX-XXXX 16904 SAN MARTIN SY   0 1
XXX-XX-XXXX 6367 SAN MARTIN SVY   0 1
XXX-XX-XXXX 320 SAN MARTIN SVY C   0 1
XXX-XX-XXXX 1100 SAN MARTIN SVY   0 1
XXX-XX-XXXX 500AC CAMERON CO TX   0 1
XXX-XX-XXXX 3250 SAN MARTIN SVY   0 1
XXX-XX-XXXX 23000 S MARTIN SVY C   0 1
XXX-XX-XXXX HELENS PARK 1.878 AC 2,812,573 2,812,573 0
XXX-XX-XXXX 90 ACRES, MORE OR LE   0 1


TY 2024 OtherDecreasesSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Description Amount
2024 TRANSACTIONS POSTED IN 2025 6,418
MUTUAL FUND EARNINGS 5
RETURN OF CAPITAL ADJUSTMENTS 7,292


TY 2024 OtherExpensesSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MINERAL INT-PRODUCTION TAX -71 -71 -71 0
MINERAL INT-AD VALOREM TAX 174 174 174 0
ROYALTY - OTHER EXPENSES 2,665 2,665 2,665 0
PARK MAINTENANCE 766,865 0 232,023 534,842


TY 2024 OtherIncomeSchedule2
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 14,928 14,928 14,928
LEASE BONUS 34,005 34,005 34,005


TY 2024 OtherIncreasesSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Description Amount
2023 TRANSACTIONS POSTED IN 2024 6,767
ROUNDING 16


TY 2024 OtherProfessionalFeesSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 4,077 4,077 4,077  


TY 2024 TaxesSchedule
Name:
HELEN'S PARK TRUST XXXXX3005
EIN:
76-6082823
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 37 37 37 0
FEDERAL TAX PAYMENT-PRIOR YEAR 509 509 509 0
FEDERAL ESTIMATES - INCOME 4,004 4,004 4,004 0
FOREIGN TAX - QUAL DIV 3,046 3,046 3,046 0
FOREIGN TAXES - NONQUALIFIED 616 616 616 0