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
EDITH & F M ACHILLES MEM FUND XXXXX0001
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

13-7102170
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$17,530,551J 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... 416,458 416,458  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 757,539
b Gross sales price for all assets on line 6a 4,901,479
7 Capital gain net income (from Part IV, line 2)... 757,539
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........ 1,173,997 1,173,997  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 178,429 96,369   82,061
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,968 7,346   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
986     986
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 193,383 103,715 0 83,047
25 Contributions, gifts, grants paid....... 641,039 641,039
26 Total expenses and disbursements. Add lines 24 and 25 834,422 103,715 0 724,086
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 339,575
b Net investment income (if negative, enter -0-) 1,070,282
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............. 27,946 27,653 27,653
2 Savings and temporary cash investments......... 249,906 356,764 356,764
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)....... 7,414,109 Click to see attachment
List of Attached Documents:
// Content
7,399,859 		13,326,290
c Investments—corporate bonds (attach schedule)....... 2,819,819 Click to see attachment
List of Attached Documents:
// Content
3,063,474 		3,050,412
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).......... 742,937 Click to see attachment
List of Attached Documents:
// Content
742,937 		769,432
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,254,717 11,590,687 17,530,551
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........ 11,254,717 11,590,687
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)..... 11,254,717 11,590,687
30 Total liabilities and net assets/fund balances (see instructions). 11,254,717 11,590,687
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
11,254,717
2
Enter amount from Part I, line 27a .....................
2
339,575
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,572
4
Add lines 1, 2, and 3 ..........................
4
11,598,864
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,177
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,590,687
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 614. VANGUARD BD INDEX TOTAL BD MKT ETF   2021-05-24 2024-01-22
b 1536. VANGUARD BD INDEX TOTAL BD MKT ETF     2024-01-22
c 6718.433 VANGUARD TTL INTL BND-ADM     2024-01-22
d 57. ADVANCED MICRO DEVICES INC   2023-03-28 2024-01-29
e 86. ADVANCED MICRO DEVICES INC   2021-11-19 2024-01-29
. WELLS FARGO & CO NEW     2024-02-06
44. ADVANCED MICRO DEVICES INC   2023-03-28 2024-02-20
28. ADVANCED MICRO DEVICES INC   2020-11-06 2024-02-20
215. NEXTERA ENERGY INC     2024-02-20
4. NEXTERA ENERGY INC   2023-06-23 2024-02-20
210. NEXTERA ENERGY INC     2024-02-20
1000. ISHARES TR 20+ TREAS INDEX FD     2024-02-23
1110. VANGUARD BD INDEX TOTAL BD MKT ETF   2023-06-23 2024-02-23
2352. VANGUARD BD INDEX TOTAL BD MKT ETF     2024-02-23
13034.366 VANGUARD TTL INTL BND-ADM     2024-02-23
2984. VANGUARD MORTGAGE-BACKED SEC     2024-02-23
65. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
17. NVIDIA CORP   2023-03-28 2024-03-20
18. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-03-20
100. NXP SEMICONDUCTORS NV     2024-03-20
59. NXP SEMICONDUCTORS NV     2024-04-12
59. NXP SEMICONDUCTORS NV     2024-04-12
28. VANGUARD INT-TERM CORPORATE   2024-02-23 2024-05-07
1984. VANGUARD INT-TERM CORPORATE     2024-05-07
3. DEERE & CO   2022-03-03 2024-05-13
65. DEERE & CO     2024-05-13
4. DEERE & CO   2021-08-19 2024-05-13
3. DEERE & CO   2021-08-19 2024-05-13
. ORACLE CORP     2024-05-16
7. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
151. LAUDER ESTEE COS INC CL A     2024-05-17
7. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-20
. EXXON MOBIL CORP     2024-05-28
. ALLERGAN PLC     2024-06-04
215. ALPHABET INC-CL A   2012-07-11 2024-06-05
. NORWEST CORP     2024-06-27
673.48 FIDELITY 500 INDEX FUND   2020-06-18 2024-07-11
2375. ISHARES CORE MSCI EAFE ETF     2024-07-11
415. JPMORGAN BETABUILDERS CANADA   2018-08-17 2024-07-11
912. JPMORGAN BETABUILDERS CANADA     2024-07-11
5675.604 PRIMECAP ODYSSEY STOCK FUND   2015-02-04 2024-07-11
2727. VANGUARD LONG-TERM TREASURY ETF   2024-02-23 2024-08-06
252. ALPHABET INC-CL C     2024-09-12
12. INTUIT   2022-08-03 2024-09-12
52. INTUIT     2024-09-12
39. BIOGEN IDEC INC   2023-10-27 2024-10-03
155. BIOGEN IDEC INC     2024-10-03
92. INTUIT     2024-10-03
4. DEERE & CO   2021-08-19 2024-10-14
3. DEERE & CO   2021-08-19 2024-10-14
10. DEERE & CO   2021-08-19 2024-10-15
1. DEERE & CO   2021-08-19 2024-10-15
14. DEERE & CO   2021-08-19 2024-10-16
6. DEERE & CO   2021-08-19 2024-10-17
8. DEERE & CO   2021-08-19 2024-10-17
23. ABBVIE INC     2024-10-31
6953.576 EDGEWOOD GROWTH FUND     2024-10-31
50. ALPHABET INC-CL C     2024-10-31
62. AMAZON COM INC     2024-10-31
11. AMERICAN EXPRESS CO   2020-12-03 2024-10-31
78. BANK OF AMERICA CORPORATION   2022-05-19 2024-10-31
1. BOOKING HOLDINGS INC   2021-01-28 2024-10-31
41. BOSTON SCIENTIFIC CORP   2021-12-29 2024-10-31
40. CONOCOPHILLIPS   2022-05-19 2024-10-31
4. COSTCO WHSL CORP NEW   2023-09-22 2024-10-31
52. EXXON MOBIL CORP   2023-09-12 2024-10-31
19. FACEBOOK INC-A   2021-03-03 2024-10-31
88. HONEYWELL INTL INC     2024-10-31
1486. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-23 2024-10-31
763. JPMORGAN BETABUILDERS DEVELO   2021-02-03 2024-10-31
4. LILLY ELI & CO     2024-10-31
5. MARTIN MARIETTA MATLS INC   2023-11-09 2024-10-31
14. MASTERCARD INC - CLASS A   2024-09-12 2024-10-31
15. MCDONALDS CORP   2024-05-17 2024-10-31
43. MICROSOFT CORP     2024-10-31
30. MORGAN STANLEY DEAN WITTER & CO NEW   2022-10-05 2024-10-31
138. NVIDIA CORP   2023-03-28 2024-10-31
18. PEPSICO INC     2024-10-31
21. PROGRESSIVE CORP OHIO   2022-10-05 2024-10-31
45. SOUTHERN CO     2024-10-31
18. TEXAS INSTRS INC   2020-01-23 2024-10-31
14. UNITEDHEALTH GROUP INC   2022-08-03 2024-10-31
62. WELLS FARGO & CO NEW   2021-03-03 2024-10-31
10. EATON CORP PLC   2021-03-03 2024-10-31
13. LINDE PLC   2023-03-24 2024-10-31
69. DEERE & CO     2024-11-01
6. DEERE & CO   2021-10-21 2024-11-01
9819.583 BLACKROCK HIGH YIELD-K   2022-05-27 2024-11-11
16948.76 PGIM HIGH YIELD-R6   2022-05-27 2024-11-11
286. ANALOG DEVICES INC     2024-11-14
7. CONOCOPHILLIPS   2022-05-19 2024-11-21
98. CONOCOPHILLIPS     2024-11-21
20. CONOCOPHILLIPS     2024-11-21
11. LILLY ELI & CO     2024-11-21
8. LILLY ELI & CO     2024-11-21
1. LILLY ELI & CO   2016-04-07 2024-11-21
352. MONSTER BEVERAGE CORP     2024-11-21
2. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
5. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
14. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
3. T-MOBILE US INC   2022-08-31 2024-11-21
78. T-MOBILE US INC   2022-08-31 2024-11-21
1. LINDE PLC   2023-03-24 2024-11-21
33. LINDE PLC   2023-03-24 2024-11-21
3. LINDE PLC   2023-03-24 2024-11-21
3. LINDE PLC   2023-03-24 2024-11-21
13. LINDE PLC     2024-11-21
64. MONSTER BEVERAGE CORP   2022-08-24 2024-11-22
3220.884 FIDELITY INTL INDX-INST PRM   2021-02-03 2024-12-04
4804. ISHARES BROAD USD HIGH YIELD   2024-11-11 2024-12-04
1201. JPMORGAN BETABUILDERS JAPAN ETF   2024-10-31 2024-12-04
3228. JPMORGAN BETABUILDERS JAPAN ETF     2024-12-04
1892. JPMORGAN BETABUILDERS JAPAN ETF     2024-12-04
1710. JPMORGAN BETABUILDERS DEVELO     2024-12-04
. MCKESSON CORP     2024-12-04
4431.665 PGIM HIGH YIELD-R6   2024-07-24 2024-12-04
10075.453 PGIM HIGH YIELD-R6   2022-05-27 2024-12-04
1108. VANGUARD EMERG MKTS GOV BND   2024-01-22 2024-12-04
2682. VANGUARD TOTAL INTL BOND ETF   2022-08-08 2024-12-04
3000. VANGUARD LONG-TERM TREASURY ETF   2024-02-23 2024-12-04
315. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
18. COSTCO WHSL CORP NEW     2024-12-17
10. COSTCO WHSL CORP NEW   2021-11-05 2024-12-17
274. NVIDIA CORP     2024-12-17
113. T-MOBILE US INC     2024-12-17
190. T-MOBILE US INC     2024-12-17
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(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 44,676   52,311 -7,635
b 111,781   129,624 -17,843
c 131,211   147,781 -16,570
d 10,088   5,361 4,727
e 15,221   13,394 1,827
29     29
7,243   4,138 3,105
4,609   2,399 2,210
12,239   18,454 -6,215
225   297 -72
11,828   16,942 -5,114
93,872   143,005 -49,133
80,121   80,841 -720
169,770   179,585 -9,815
254,822   283,981 -29,159
135,066   161,000 -25,934
11,724   5,569 6,155
15,174   4,456 10,718
17,126   12,479 4,647
23,828   13,679 10,149
13,978   7,587 6,391
13,925   7,370 6,555
2,223   2,238 -15
157,553   156,705 848
1,224   1,150 74
26,621   23,661 2,960
1,653   1,435 218
1,227   1,076 151
19     19
944   1,033 -89
20,365   22,276 -1,911
929   1,033 -104
43     43
18     18
37,593   3,070 34,523
88     88
130,635   73,025 57,610
177,847   156,852 20,995
27,849   20,599 7,250
61,198   45,164 16,034
227,365   133,263 94,102
165,583   160,027 5,556
38,914   20,332 18,582
7,701   5,551 2,150
33,401   20,268 13,133
7,193   9,136 -1,943
28,589   45,092 -16,503
55,430   25,651 29,779
1,613   1,435 178
1,211   1,076 135
4,030   3,587 443
405   359 46
5,683   5,021 662
2,431   2,152 279
3,238   2,869 369
4,691   3,164 1,527
353,033   101,661 251,372
8,820   2,161 6,659
11,523   10,391 1,132
2,970   1,350 1,620
3,276   2,697 579
4,689   2,037 2,652
3,441   1,773 1,668
4,318   4,179 139
3,483   2,238 1,245
6,098   6,105 -7
10,772   4,936 5,836
18,035   5,088 12,947
87,176   85,839 1,337
38,572   42,797 -4,225
3,392   298 3,094
2,981   2,270 711
7,052   6,821 231
4,396   4,082 314
17,580   12,258 5,322
3,493   2,493 1,000
18,361   3,617 14,744
3,002   3,192 -190
5,147   2,588 2,559
4,106   3,579 527
3,637   2,379 1,258
7,938   7,583 355
4,035   2,357 1,678
3,252   1,373 1,879
5,966   4,475 1,491
27,618   23,829 3,789
2,402   2,057 345
70,701   69,783 918
82,032   84,066 -2,034
60,856   38,378 22,478
800   731 69
11,171   9,687 1,484
2,238   1,937 301
8,198   819 7,379
5,962   594 5,368
740   74 666
18,905   16,406 2,499
108   90 18
269   226 43
755   632 123
710   434 276
18,441   11,275 7,166
452   344 108
14,911   11,358 3,553
1,354   1,033 321
1,356   1,033 323
5,888   3,678 2,210
3,462   2,891 571
163,814   148,715 15,099
179,344   179,621 -277
70,618   67,552 3,066
189,805   166,277 23,528
111,232   88,992 22,240
88,618   95,378 -6,760
54     54
21,449   21,050 399
48,765   49,974 -1,209
72,035   69,377 2,658
135,692   136,811 -1,119
177,070   176,048 1,022
39,369   26,986 12,383
17,832   9,775 8,057
9,866   5,101 4,765
35,306   6,984 28,322
25,289   16,325 8,964
42,158   26,449 15,709
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
      69,227
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       -7,635
b       -17,843
c       -16,570
d       4,727
e       1,827
      29
      3,105
      2,210
      -6,215
      -72
      -5,114
      -49,133
      -720
      -9,815
      -29,159
      -25,934
      6,155
      10,718
      4,647
      10,149
      6,391
      6,555
      -15
      848
      74
      2,960
      218
      151
      19
      -89
      -1,911
      -104
      43
      18
      34,523
      88
      57,610
      20,995
      7,250
      16,034
      94,102
      5,556
      18,582
      2,150
      13,133
      -1,943
      -16,503
      29,779
      178
      135
      443
      46
      662
      279
      369
      1,527
      251,372
      6,659
      1,132
      1,620
      579
      2,652
      1,668
      139
      1,245
      -7
      5,836
      12,947
      1,337
      -4,225
      3,094
      711
      231
      314
      5,322
      1,000
      14,744
      -190
      2,559
      527
      1,258
      355
      1,678
      1,879
      1,491
      3,789
      345
      918
      -2,034
      22,478
      69
      1,484
      301
      7,379
      5,368
      666
      2,499
      18
      43
      123
      276
      7,166
      108
      3,553
      321
      323
      2,210
      571
      15,099
      -277
      3,066
      23,528
      22,240
      -6,760
      54
      399
      -1,209
      2,658
      -1,119
      1,022
      12,383
      8,057
      4,765
      28,322
      8,964
      15,709
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 757,539
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 14,877
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 14,877
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 14,877
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,752
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 5,752
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 9,125
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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
2 		168,502    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
MR DAVID L SMITH CO-TRUSTEE
1 		9,927    
380 ELK MT SCENIC HIGHWAY
ASHEVILLE,NC28804
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  
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
17,013,348
b
Average of monthly cash balances.......................
1b
320,901
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
17,334,249
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
17,334,249
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
260,014
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,074,235
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
853,712
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
853,712
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,877
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,877
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
838,835
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
838,835
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
838,835
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
724,086
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
724,086
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 7 838,835
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 641,039
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 724,086
a Applied to 2023, but not more than line 2a 641,039
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..... 83,047
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		755,788
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 ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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
         
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 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 e-mail address of the person to whom applications should be addressed:
JPMORGAN CHASE BANK NA
MARY ANNE BERKERY
PARK AVE NEW YORK,NY100017201
(800) 496-2583
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

NEW YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024 		NONE PC GENERAL 90,000

FUND FOR PUBLIC SCHOOLS

52 CHAMBERS ST
NEW YORK,NY10007 		NONE PC GENERAL 150,000

BARNARD COLLEGE

3009 BROADWAY
NEW YORK,NY10027 		NONE PC GENERAL 125,000

WHITNEY MUSEUM OF AMERICAN ART

945 MADISON AVE 75TH ST
NEW YORK,NY10021 		NONE PC GENERAL 175,000

ASHEVILLE ART MUSEUM

2 SOUTH PACK SQUARE
ASHEVILLE,NC28801 		NONE PC GENERAL 101,039
Total .................................right arrow 3a 641,039
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 ....     14 416,458  
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 ............ 		    18 757,539  
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) ..   1,173,997  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,173,997
(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:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Name of Bond End of Year Book Value End of Year Fair Market Value
92203J308 VANGUARD TTL INTL BN    
54401E143 LORD ABBETT SHRT DUR 342,420 333,718
464287432 ISHARES 20+ YEAR TRE    
74440Y884 PGIM HIGH YIELD-R6 194,985 196,310
92206C771 VANGUARD MORTGAGE-BA 544,958 533,924
921937835 VANGUARD TOTAL BOND 398,675 394,858
09260B614 BLACKROCK HIGH YIELD 440,360 442,773
92203J407 VANGUARD TOTAL INTL 721,767 720,986
92206C870 VANGUARD INT-TERM CO 332,836 339,622
921946885 VANGUARD EMERG MKTS 87,473 88,221

TY 2024 InvestmentsCorpStockSchedule
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 29,252 102,897
110122108 BRISTOL-MYERS SQUIBB 81,469 71,775
438516106 HONEYWELL INTERNATIO 8,756 50,148
464287465 ISHARES MSCI EAFE ET 530,501 719,732
532457108 ELI LILLY & CO 6,068 64,076
548661107 LOWE'S COS INC 4,016 51,334
594918104 MICROSOFT CORP 40,799 518,445
609207105 MONDELEZ INTERNATION 36,614 52,562
617446448 MORGAN STANLEY 29,649 119,560
713448108 PEPSICO INC 62,196 77,855
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 38,015 93,755
949746101 WELLS FARGO & CO 57,689 121,585
0075W0759 EDGEWOOD GROWTH FUND 130,002 394,096
02079K107 ALPHABET INC-CL C 29,081 262,807
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 85,433 319,103
57636Q104 MASTERCARD INC - A 54,215 210,101
65339F101 NEXTERA ENERGY INC 55,844 73,626
74160Q301 PRIMECAP ODYSSEY STO    
91324P102 UNITEDHEALTH GROUP I 44,369 191,721
94106B101 WASTE CONNECTIONS IN 23,866 59,367
023135106 AMAZON.COM INC 91,559 381,300
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 108,932 462,526
060505104 BANK OF AMERICA CORP 39,559 96,690
46432F842 ISHARES CORE MSCI EA 296,642 337,414
655844108 NORFOLK SOUTHERN COR 48,026 73,226
67066G104 NVIDIA CORP 47,289 526,148
025816109 AMERICAN EXPRESS CO 34,688 91,411
315911750 FIDELITY 500 INDEX F 1,724,789 3,100,119
00287Y109 ABBVIE INC 53,094 116,038
315911727 FIDELITY INTL INDX-I 562,842 643,195
337738108 FISERV INC 64,914 100,656
580135101 MCDONALD'S CORP 94,883 112,477
N6596X109 NXP SEMICONDUCTORS N 29,200 60,277
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 51,341 149,053
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
883556102 THERMO FISHER SCIENT 48,241 55,665
N07059210 ASML HOLDING NV-NY R 13,157 31,189
20825C104 CONOCOPHILLIPS 66,176 97,782
22160K105 COSTCO WHOLESALE COR 40,067 75,134
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 40,669 81,181
43300A203 HILTON WORLDWIDE HOL 38,447 75,137
45687V106 INGERSOLL RAND INC 30,094 56,176
46120E602 INTUITIVE SURGICAL I 41,884 70,465
46641Q191 JPMORGAN BETABUILDER 696,012 690,699
46641Q217 JPMORGAN BETABUILDER 209,289 251,890
46641Q225 JPMORGAN BETABUILDER 282,025 419,658
46641Q233 JPMORGAN BETABUILDER 176,603 169,309
679580100 OLD DOMINION FREIGHT 42,653 53,273
75886F107 REGENERON PHARMACEUT 38,161 49,863
G29183103 EATON CORP PLC 39,574 99,229
30231G102 EXXON MOBIL CORP 123,064 159,419
61174X109 MONSTER BEVERAGE COR 30,652 36,319
743315103 PROGRESSIVE CORP 64,794 131,306
78409V104 S&P GLOBAL INC 52,826 73,708
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 66,746 81,091
842587107 THE SOUTHERN COMPANY 91,553 101,007
863667101 STRYKER CORP 59,722 72,730
872540109 TJX COMPANIES INC 38,197 56,297
G54950103 LINDE PLC 43,432 108,017
11135F101 BROADCOM INC 106,661 104,096
127387108 CADENCE DESIGN SYS I 44,852 44,468
254687106 WALT DISNEY CO/THE 71,968 69,928
68902V107 OTIS WORLDWIDE CORP 84,142 75,570
79466L302 SALESFORCE INC 84,954 96,956
824348106 SHERWIN-WILLIAMS CO/ 37,652 33,653

TY 2024 InvestmentsOtherSchedule2
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 276,774 276,534
64128R608 NEUBERGER BERM LNG S AT COST 152,865 187,403
72201M487 PIMCO DYNAMIC BOND-I AT COST 85,418 79,188
024525669 AMERICAN BEACON AHL AT COST 75,960 76,339
72201U638 PIMCO MRTG OPP & BND AT COST 151,920 149,968

TY 2024 OtherDecreasesSchedule
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Description Amount
2024 TRANSACTIONS POSTED IN 2025 8,092
RETURN OF CAPITAL ADJUSTMENT 44
MUTUAL FUND ADJUSTMENT 41


TY 2024 OtherExpensesSchedule
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 750 0   750
OTHER PROFESSIONAL FEES 236 0   236


TY 2024 OtherIncreasesSchedule
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Description Amount
2023 TRANSACTIONS POSTED IN 2024 4,566
ROUNDING 6


TY 2024 TaxesSchedule
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 682 682   0
FEDERAL TAX PAYMENT - PRIOR YE 870 0   0
FEDERAL ESTIMATES - INCOME 5,752 0   0
FOREIGN TAXES ON QUALIFIED FOR 5,656 5,656   0
FOREIGN TAXES ON NONQUALIFIED 1,008 1,008   0