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
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
 
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

16-6065271
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$7,917,459J 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) 1,163
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 235,385 235,385  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 135,258
b Gross sales price for all assets on line 6a 1,393,667
7 Capital gain net income (from Part IV, line 2)... 135,258
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........ 371,806 370,643  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 76,336 50,028   26,308
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
9,516 4,082   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
250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,102 54,110 0 26,558
25 Contributions, gifts, grants paid....... 311,555 311,555
26 Total expenses and disbursements. Add lines 24 and 25 397,657 54,110 0 338,113
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,851
b Net investment income (if negative, enter -0-) 316,533
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............. 69,805 69,897 69,897
2 Savings and temporary cash investments......... 133,444 147,669 147,669
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)....... 3,306,716 Click to see attachment
List of Attached Documents:
// Content
3,118,119 		5,948,843
c Investments—corporate bonds (attach schedule)....... 1,271,314 Click to see attachment
List of Attached Documents:
// Content
1,358,337 		1,355,372
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).......... 330,517 Click to see attachment
List of Attached Documents:
// Content
388,619 		395,678
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) 5,111,796 5,082,641 7,917,459
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........ 5,111,796 5,082,641
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)..... 5,111,796 5,082,641
30 Total liabilities and net assets/fund balances (see instructions). 5,111,796 5,082,641
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
5,111,796
2
Enter amount from Part I, line 27a .....................
2
-25,851
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
13,971
4
Add lines 1, 2, and 3 ..........................
4
5,099,916
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
17,275
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,082,641
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 5000. US TREAS 1.75% 11/15/29   2020-05-11 2024-01-11
b 137. VANGUARD BD INDEX TOTAL BD MKT ETF   2022-08-03 2024-01-22
c 342. VANGUARD BD INDEX TOTAL BD MKT ETF   2022-08-03 2024-01-22
d 2701.024 VANGUARD TTL INTL BND-ADM   2017-04-18 2024-01-22
e 4. ADVANCED MICRO DEVICES INC   2023-03-28 2024-01-29
7. ADVANCED MICRO DEVICES INC   2021-11-19 2024-01-29
. WELLS FARGO & CO NEW     2024-02-06
10000. US TREAS 2.75% 02/15/24   2015-09-15 2024-02-15
3. ADVANCED MICRO DEVICES INC   2023-03-28 2024-02-20
2. ADVANCED MICRO DEVICES INC   2020-11-06 2024-02-20
16. NEXTERA ENERGY INC     2024-02-20
15. NEXTERA ENERGY INC     2024-02-20
2196.811 VANGUARD TTL INTL BND-ADM     2024-03-05
1912. VANGUARD TOTAL INTL BOND ETF     2024-03-05
5. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
1. NVIDIA CORP   2023-03-28 2024-03-20
2. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-03-20
7. NXP SEMICONDUCTORS NV     2024-03-20
5. NXP SEMICONDUCTORS NV     2024-04-12
4. NXP SEMICONDUCTORS NV   2019-02-19 2024-04-12
. CASH RECEIPT SECURITIES LITIGATION     2024-05-06
8. VANGUARD INT-TERM CORPORATE   2024-01-29 2024-05-07
576. VANGUARD INT-TERM CORPORATE   2024-01-29 2024-05-07
5. DEERE & CO     2024-05-13
10000. US TREAS 2.5% 05/15/24     2024-05-15
11. LAUDER ESTEE COS INC CL A     2024-05-17
1. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-20
. EXXON MOBIL CORP     2024-05-28
16. ALPHABET INC-CL A   2012-07-12 2024-06-05
. NORWEST CORP     2024-06-27
393.679 FIDELITY 500 INDEX FUND   2023-12-13 2024-07-11
617. JPMORGAN BETABUILDERS EUROPE ETF     2024-07-11
641. JPMORGAN BETABUILDERS EUROPE ETF     2024-07-11
141. JPMORGAN BETABUILDERS CANADA   2019-04-08 2024-07-11
309. JPMORGAN BETABUILDERS CANADA   2019-04-08 2024-07-11
2657.143 SIX CIRCLES US UNCONSTR EQ     2024-07-11
281. VANGUARD INT-TERM CORPORATE     2024-08-13
200. VANGUARD INT-TERM CORPORATE   2023-12-07 2024-08-13
15. ALPHABET INC-CL C   2012-07-12 2024-09-12
1. INTUIT   2022-08-03 2024-09-12
3. INTUIT     2024-09-12
15000. US TREAS 0.375% 09/15/24   2021-09-24 2024-09-16
7. BIOGEN IDEC INC     2024-10-01
6. HONEYWELL INTL INC   2009-12-16 2024-10-01
1. INTUIT   2020-05-04 2024-10-01
1. BIOGEN IDEC INC   2021-10-12 2024-10-02
2. 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 2024-10-07
1. INTUIT   2020-05-04 2024-10-10
1. INTUIT   2020-05-04 2024-10-10
1. INTUIT   2020-05-04 2024-10-14
1. DEERE & CO   2021-08-19 2024-10-15
186.86 FIDELITY 500 INDEX FUND     2024-10-15
45.681 FIDELITY 500 INDEX FUND   2020-03-09 2024-10-15
1. INTUIT   2020-05-04 2024-10-15
3250.105 SIX CIRCLES US UNCONSTR EQ   2021-02-18 2024-10-15
3577.622 AMERICAN BEACON AHL MGD-R5   2023-08-03 2024-10-16
1234.431 BLACKSTONE ALT MULTI-STRAT-Y     2024-10-16
1. DEERE & CO   2021-08-19 2024-10-16
1763.361 NEUBERGER BERM LNG SHRT-INST   2020-01-16 2024-10-16
3419.419 PIMCO UNCONSTRAINED BD FD INSTL CL*   2021-07-22 2024-10-16
1. DEERE & CO   2021-10-21 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
4. ABBVIE INC   2023-10-27 2024-10-24
5. ABBVIE INC     2024-10-24
4. ADVANCED MICRO DEVICES INC   2020-11-06 2024-10-24
18. ALPHABET INC-CL C   2012-07-12 2024-10-24
23. AMAZON COM INC     2024-10-24
5. AMERICAN EXPRESS CO   2018-07-18 2024-10-24
4. ANALOG DEVICES INC   2020-11-06 2024-10-24
25. APPLE COMPUTER INC     2024-10-24
8. BANK OF AMERICA CORPORATION   2023-12-18 2024-10-24
20. BANK OF AMERICA CORPORATION     2024-10-24
930.256 BLACKSTONE ALT MULTI-STRAT-Y     2024-10-24
16. BOSTON SCIENTIFIC CORP     2024-10-24
21. BRISTOL MYERS SQUIBB CO     2024-10-24
15. CONOCOPHILLIPS     2024-10-24
1. COSTCO WHSL CORP NEW   2023-09-22 2024-10-24
1. DEERE & CO   2021-10-21 2024-10-24
19. EXXON MOBIL CORP     2024-10-24
6. FACEBOOK INC-A     2024-10-24
7. FISERV INC     2024-10-24
4. ARTHUR J GALLAGHER & CO     2024-10-24
4. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-10-24
3. HONEYWELL INTL INC     2024-10-24
8. INGERSOLL RAND INC   2021-05-17 2024-10-24
2. INTUITIVE SURGICAL INC NEW   2021-09-15 2024-10-24
218. JPMORGAN BETABUILDERS CANADA   2019-04-08 2024-10-24
1. LILLY ELI & CO   2016-12-16 2024-10-24
2. LOWES COS INC   2011-09-22 2024-10-24
2. MARTIN MARIETTA MATLS INC   2023-11-09 2024-10-24
1. MASTERCARD INC - CLASS A   2024-09-12 2024-10-24
4. MASTERCARD INC - CLASS A     2024-10-24
4. MCDONALDS CORP   2024-05-17 2024-10-24
15. MICROSOFT CORP     2024-10-24
10. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-10-24
15. MONSTER BEVERAGE CORP     2024-10-24
12. MORGAN STANLEY DEAN WITTER & CO NEW     2024-10-24
12. NEXTERA ENERGY INC   2024-09-12 2024-10-24
4. NORFOLK SOUTHN CORP     2024-10-24
55. NVIDIA CORP     2024-10-24
3. OLD DOMINION FREIGHT LINE INC COM     2024-10-24
7. OTIS WORLDWIDE CORP     2024-10-24
7. PEPSICO INC     2024-10-24
7. PROGRESSIVE CORP OHIO     2024-10-24
1. REGENERON PHARMACEUTICALS INC   2021-12-29 2024-10-24
2. S&P GLOBAL INC   2022-12-02 2024-10-24
5. SALESFORCE.COM INC   2024-03-20 2024-10-24
1586.727 SIX CIRCLES US UNCONSTR EQ     2024-10-24
547.021 SIX CIRCLES GLOBAL BOND   2024-03-06 2024-10-24
6021.635 SIX CIRCLES GLOBAL BOND   2022-02-22 2024-10-24
13. SOUTHERN CO     2024-10-24
3. STRYKER CORP   2023-09-13 2024-10-24
6. TJX COS INC NEW   2023-09-22 2024-10-24
4. T-MOBILE US INC   2022-08-31 2024-10-24
6. TEXAS INSTRS INC   2016-02-05 2024-10-24
1. THERMO ELECTRON CORP   2024-01-29 2024-10-24
5. UNITEDHEALTH GROUP INC     2024-10-24
5. WASTE CONNECTIONS INC   2016-07-26 2024-10-24
22. WELLS FARGO & CO NEW   2020-12-15 2024-10-24
4. EATON CORP PLC   2021-02-22 2024-10-24
4. LINDE PLC   2023-03-24 2024-10-24
3. NXP SEMICONDUCTORS NV   2019-02-19 2024-10-24
5. DEERE & CO   2021-10-21 2024-11-01
2. ANALOG DEVICES INC   2020-11-06 2024-11-13
15. ANALOG DEVICES INC     2024-11-13
8000. US TREAS 2.25% 11/15/24   2020-12-03 2024-11-15
6. CONOCOPHILLIPS   2022-02-08 2024-11-21
1. CONOCOPHILLIPS   2022-02-08 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
20. MONSTER BEVERAGE CORP     2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
5. T-MOBILE US INC   2022-08-31 2024-11-21
3. LINDE PLC     2024-11-21
1. LINDE PLC   2018-12-11 2024-11-21
4. MONSTER BEVERAGE CORP     2024-11-22
2155. ISHARES BROAD USD HIGH YIELD     2024-12-03
493. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-12-03
1479. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-12-03
324. JPMORGAN BETABUILDERS JAPAN ETF     2024-12-03
260. JPMORGAN BETABUILDERS JAPAN ETF     2024-12-03
195. JPMORGAN BETABUILDERS JAPAN ETF   2023-06-16 2024-12-03
208. JPMORGAN BETABUILDERS DEVELO   2021-01-28 2024-12-03
106.427 SIX CIRCLES CREDIT OPPORT   2024-07-23 2024-12-03
7160.606 SIX CIRCLES CREDIT OPPORT     2024-12-03
. MCKESSON CORP     2024-12-04
19. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
1. COSTCO WHSL CORP NEW   2021-11-05 2024-12-17
1. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
15. NVIDIA CORP   2023-03-07 2024-12-17
7. T-MOBILE US INC     2024-12-17
12. 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 4,436   5,488 -1,052
b 9,969   10,474 -505
c 24,889   26,147 -1,258
d 52,751   58,828 -6,077
e 708   376 332
1,239   1,090 149
12     12
10,000   10,496 -496
494   282 212
329   171 158
911   1,378 -467
845   1,211 -366
43,036   47,692 -4,656
93,549   96,086 -2,537
902   428 474
893   262 631
1,903   1,387 516
1,668   658 1,010
1,185   465 720
944   371 573
50     50
635   645 -10
45,741   46,470 -729
2,048   1,818 230
10,000   10,535 -535
1,484   1,623 -139
133   148 -15
13     13
2,798   228 2,570
31     31
76,362   64,520 11,842
37,213   35,613 1,600
38,661   33,902 4,759
9,462   6,911 2,551
20,735   15,145 5,590
46,686   38,503 8,183
23,138   22,503 635
16,470   15,879 591
2,316   213 2,103
642   463 179
1,927   1,169 758
15,000   14,927 73
1,336   2,054 -718
1,237   235 1,002
608   267 341
189   285 -96
379   468 -89
568   839 -271
188   234 -46
603   267 336
620   267 353
619   267 352
616   267 349
403   359 44
37,753   34,532 3,221
9,229   4,366 4,863
618   267 351
60,192   46,151 14,041
35,418   35,812 -394
13,715   13,254 461
406   359 47
32,640   26,521 6,119
34,160   36,930 -2,770
405   343 62
609   267 342
760   548 212
950   369 581
615   343 272
2,963   256 2,707
4,282   2,485 1,797
1,348   515 833
916   533 383
5,761   5,199 562
341   269 72
851   691 160
10,307   9,922 385
1,368   691 677
1,107   1,604 -497
1,568   1,483 85
894   560 334
411   343 68
2,274   2,172 102
3,401   929 2,472
1,425   1,261 164
1,149   605 544
942   508 434
627   116 511
768   388 380
1,023   697 326
15,710   10,685 5,025
893   73 820
544   38 506
1,140   908 232
511   487 24
2,045   1,467 578
1,205   1,089 116
6,371   1,370 5,001
701   718 -17
802   703 99
1,428   935 493
992   1,003 -11
1,013   507 506
7,725   1,381 6,344
573   435 138
718   739 -21
1,203   1,234 -31
1,729   855 874
933   648 285
986   721 265
1,437   1,522 -85
29,275   22,178 7,097
4,688   4,606 82
51,605   56,266 -4,661
1,214   1,031 183
1,082   888 194
686   537 149
935   578 357
1,237   299 938
560   554 6
2,817   2,495 322
897   247 650
1,438   653 785
1,380   521 859
1,898   1,377 521
717   278 439
2,001   1,714 287
428   267 161
3,204   1,996 1,208
8,000   8,613 -613
684   548 136
112   91 21
745   73 672
745   73 672
1,074   915 159
54   45 9
1,182   723 459
1,356   665 691
453   161 292
216   181 35
80,347   79,358 989
28,649   26,030 2,619
85,925   78,089 7,836
19,174   18,124 1,050
15,387   14,261 1,126
11,544   10,250 1,294
10,844   11,650 -806
955   947 8
64,231   66,345 -2,114
20     20
2,375   1,628 747
991   510 481
987   488 499
1,933   357 1,576
1,567   1,010 557
2,663   1,668 995
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
      15,963
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       -1,052
b       -505
c       -1,258
d       -6,077
e       332
      149
      12
      -496
      212
      158
      -467
      -366
      -4,656
      -2,537
      474
      631
      516
      1,010
      720
      573
      50
      -10
      -729
      230
      -535
      -139
      -15
      13
      2,570
      31
      11,842
      1,600
      4,759
      2,551
      5,590
      8,183
      635
      591
      2,103
      179
      758
      73
      -718
      1,002
      341
      -96
      -89
      -271
      -46
      336
      353
      352
      349
      44
      3,221
      4,863
      351
      14,041
      -394
      461
      47
      6,119
      -2,770
      62
      342
      212
      581
      272
      2,707
      1,797
      833
      383
      562
      72
      160
      385
      677
      -497
      85
      334
      68
      102
      2,472
      164
      544
      434
      511
      380
      326
      5,025
      820
      506
      232
      24
      578
      116
      5,001
      -17
      99
      493
      -11
      506
      6,344
      138
      -21
      -31
      874
      285
      265
      -85
      7,097
      82
      -4,661
      183
      194
      149
      357
      938
      6
      322
      650
      785
      859
      521
      439
      287
      161
      1,208
      -613
      136
      21
      672
      672
      159
      9
      459
      691
      292
      35
      989
      2,619
      7,836
      1,050
      1,126
      1,294
      -806
      8
      -2,114
      20
      747
      481
      499
      1,576
      557
      995
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 135,258
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 4,400
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 4,400
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 4,400
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,456
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 3,456
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 9 944
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
4 		76,336    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
7,669,173
b
Average of monthly cash balances.......................
1b
131,668
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,800,841
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
7,800,841
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
117,013
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,683,828
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
384,191
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
384,191
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,400
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,400
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
379,791
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
379,791
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
379,791
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
338,113
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
338,113
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 7 379,791
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 311,555
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$ 338,113
a Applied to 2023, but not more than line 2a 311,555
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..... 26,558
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 .......... 		353,233
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 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

NATURAL HERITAGE TRUST

625 BROADWAY 2ND FLOOR
ALBANY,NY12207 		NONE PC GENERAL 155,777

STATE OF ALABAMA DEPT CONSERVA
& NATURAL RESOURCES
64 N UNION ST STE 464
MONTGOMERY,AL361300001 		NONE GOV GENERAL 155,778
Total .................................right arrow 3a 311,555
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 ....     14 235,385  
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 ............ 		    18 135,258  
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) ..   370,643  
13Total. Add line 12, columns (b), (d), and (e)..................
13
370,643
(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:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Name of Bond End of Year Book Value End of Year Fair Market Value
912828B66 US TREAS 2.75% 02/15    
912828J27 US TREAS 2% 02/15/25 10,117 9,971
912828K74 US TREAS 2% 08/15/25 17,224 16,764
912828WJ5 US TREAS 2.5% 05/15/    
912828XB1 US TREAS 2.125% 05/1 10,299 9,922
912828P46 US TREAS 1.625% 02/1 9,290 9,714
912828R36 US TREAS 1.625% 05/1 9,375 9,652
912828V98 US TREAS 2.25% 02/15 9,938 9,597
92203J308 VANGUARD TTL INTL BN    
54401E143 LORD ABBETT SHRT DUR 159,425 150,487
9128282R0 US TREAS 2.25% 08/15 9,432 9,505
9128283F5 US TREAS 2.25% 11/15 4,829 4,727
9128284N7 US TREAS 2.875% 05/1 5,068 4,776
9128285M8 US TREAS 3.125% 11/1 5,171 4,784
83002G884 SIX CIRCLES CREDIT O 316,157 321,667
912828G38 US TREAS 2.25% 11/15    
912828YB0 US TREAS 1.625% 08/1 5,425 4,438
912828YS3 US TREAS 1.75% 11/15    
912828Z94 US TREAS 1.5% 02/15/ 4,300 3,473
912828ZQ6 US TREAS 0.625% 05/1 3,951 3,282
91282CAE1 US TREAS 0.625% 08/1 9,529 8,121
91282CAV3 US TREAS 0.875% 11/1 10,614 9,000
9128283Z1 US TREAS 2.75% 02/28 4,334 3,990
9128284V9 US TREAS 2.875% 08/1 7,822 6,659
912828U24 US TREAS 2% 11/15/26 5,255 4,799
912828YG9 US TREAS 1.625% 09/3 15,489 14,345
91282CCB5 US TREAS 1.625% 05/1 8,014 6,749
91282CCX7 US TREAS 0.375% 09/1    
921937835 VANGUARD TOTAL BOND    
83002G702 SIX CIRCLES GLOBAL B 236,600 247,807
912810FP8 US TREAS 5.375% 02/1 6,629 6,292
91282CFF3 US TREAS 2.75% 08/15 9,795 9,755
92203J407 VANGUARD TOTAL INTL 149,459 150,927
912810FA1 US TREAS 6.375% 08/1 10,069 9,476
912810FB9 US TREAS 6.125% 11/1 8,686 8,403
9128282A7 US TREAS 1.5% 08/15/ 10,052 10,530
91282CBS9 US TREAS 1.25% 03/31 870 908
91282CCR0 US TREAS 1% 07/31/28 7,682 8,012
91282CDL2 US TREAS 1.5% 11/30/ 7,800 8,083
91282CDY4 US TREAS 1.875% 02/1 823 841
91282CEE7 US TREAS 2.375% 03/3 8,097 8,306
92206C870 VANGUARD INT-TERM CO 111,943 113,181
91282CAY7 US TREAS 0.625% 11/3 8,069 8,106
91282CCS8 US TREAS 1.25% 08/15 5,656 5,713
91282CDJ7 US TREAS 1.375% 11/1 7,772 7,354
91282CEC1 US TREAS 1.875% 02/2 9,278 9,513
91282CFY2 US TREAS 3.875% 11/3 4,961 4,888
91282CHT1 US TREAS 3.875% 08/1 5,097 4,759
92206C771 VANGUARD MORTGAGE-BA 107,941 106,096

TY 2024 InvestmentsCorpStockSchedule
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 1,547 6,520
110122108 BRISTOL-MYERS SQUIBB 5,639 5,430
438516106 HONEYWELL INTERNATIO 523 3,162
464287465 ISHARES MSCI EAFE ET 95,911 139,727
532457108 ELI LILLY & CO 364 3,860
548661107 LOWE'S COS INC 248 3,208
594918104 MICROSOFT CORP 1,812 32,877
609207105 MONDELEZ INTERNATION 1,523 3,225
617446448 MORGAN STANLEY 1,233 7,543
713448108 PEPSICO INC 3,455 4,866
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 1,595 6,000
949746101 WELLS FARGO & CO 3,265 7,726
02079K107 ALPHABET INC-CL C 1,237 16,568
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 2,860 20,493
57636Q104 MASTERCARD INC - A 1,049 13,164
65339F101 NEXTERA ENERGY INC 2,822 4,516
78462F103 SPDR S&P 500 ETF TRU 876,030 2,766,884
91324P102 UNITEDHEALTH GROUP I 909 12,141
94106B101 WASTE CONNECTIONS IN 1,036 3,603
023135106 AMAZON.COM INC 1,986 24,133
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 4,671 29,550
060505104 BANK OF AMERICA CORP 1,942 6,109
655844108 NORFOLK SOUTHERN COR 2,260 4,459
67066G104 NVIDIA CORP 2,609 33,573
025816109 AMERICAN EXPRESS CO 1,902 5,639
315911750 FIDELITY 500 INDEX F 229,917 295,261
83002G306 SIX CIRCLES US UNCON 622,153 1,048,607
83002G405 SIX CIRCLES INTL UNC 608,744 667,970
00287Y109 ABBVIE INC 2,898 7,286
337738108 FISERV INC 4,616 7,190
580135101 MCDONALD'S CORP 6,008 7,247
N6596X109 NXP SEMICONDUCTORS N 2,336 4,365
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 3,230 9,937
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
883556102 THERMO FISHER SCIENT 2,968 3,642
N07059210 ASML HOLDING NV-NY R 1,541 2,772
20825C104 CONOCOPHILLIPS 3,972 6,248
22160K105 COSTCO WHOLESALE COR 2,441 4,581
244199105 DEERE & CO    
315911727 FIDELITY INTL INDX-I 107,908 111,423
363576109 ARTHUR J GALLAGHER & 2,368 4,825
43300A203 HILTON WORLDWIDE HOL 2,387 4,696
45687V106 INGERSOLL RAND INC 1,839 3,437
46120E602 INTUITIVE SURGICAL I 2,391 4,176
46641Q191 JPMORGAN BETABUILDER    
46641Q217 JPMORGAN BETABUILDER 199,842 229,111
46641Q225 JPMORGAN BETABUILDER 104,794 154,663
46641Q233 JPMORGAN BETABUILDER 117,445 113,880
679580100 OLD DOMINION FREIGHT 2,682 3,352
75886F107 REGENERON PHARMACEUT 2,030 2,849
G29183103 EATON CORP PLC 2,449 6,306
30231G102 EXXON MOBIL CORP 6,519 10,112
61174X109 MONSTER BEVERAGE COR 1,947 2,313
743315103 PROGRESSIVE CORP 4,115 8,386
78409V104 S&P GLOBAL INC 3,205 4,482
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 4,213 5,165
842587107 THE SOUTHERN COMPANY 5,757 6,421
863667101 STRYKER CORP 3,546 4,321
872540109 TJX COMPANIES INC 2,245 3,383
G54950103 LINDE PLC 2,527 6,699
11135F101 BROADCOM INC 6,889 6,723
127387108 CADENCE DESIGN SYS I 2,760 2,704
254687106 WALT DISNEY CO/THE 4,584 4,454
68902V107 OTIS WORLDWIDE CORP 5,335 4,816
79466L302 SALESFORCE INC 6,808 8,024
824348106 SHERWIN-WILLIAMS CO/ 2,282 2,040

TY 2024 InvestmentsOtherSchedule2
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 108,428 108,969
64128R608 NEUBERGER BERM LNG S AT COST 33,128 41,586
72201M487 PIMCO DYNAMIC BOND-I      
024525669 AMERICAN BEACON AHL      
72201U638 PIMCO MRTG OPP & BND AT COST 82,212 81,090
83002G876 SIX CIRCLES MULTI-ST AT COST 164,851 164,033

TY 2024 OtherDecreasesSchedule
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Description Amount
RETURN OF CAPITAL ADJUSTMENT 6,756
2024 TRANSACTION POSTED IN 2025 10,500
AI EFFECTIVE AFTER TAX YEAR 19


TY 2024 OtherExpensesSchedule
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 250 0   250


TY 2024 OtherIncreasesSchedule
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Description Amount
2023 TRANSACTION POSTED IN 2024 10,164
AI EFFECTIVE BEFORE TAX YEAR 65
MUTUAL FUND ADJUSTMENT 3,734
COST BASIS ADJUSTMENT 5
ROUNDING ADJUSTMENT 3


TY 2024 TaxesSchedule
Name:
ROBERT G WEHLE CHARITABLE TRUST XXXXX0000
EIN:
16-6065271
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 49 49   0
FEDERAL TAX PAYMENT - PRIOR YE 1,978 0   0
FEDERAL ESTIMATES - INCOME 3,456 0   0
FOREIGN TAXES ON QUALIFIED FOR 3,370 3,370   0
FOREIGN TAXES ON NONQUALIFIED 663 663   0