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
MALTBIE MC COSH DELANO EST XXXXX1000
 
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

13-6115977
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$5,000,458J 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... 149,191 149,191  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 83,914
b Gross sales price for all assets on line 6a 958,043
7 Capital gain net income (from Part IV, line 2)... 83,914
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........ 233,105 233,105  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,655 33,144   17,511
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
5,902 2,641   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.......... 56,807 35,785 0 17,761
25 Contributions, gifts, grants paid....... 189,319 189,319
26 Total expenses and disbursements. Add lines 24 and 25 246,126 35,785 0 207,080
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,021
b Net investment income (if negative, enter -0-) 197,320
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............. 37,821 69,631 69,631
2 Savings and temporary cash investments......... 71,821 82,011 82,011
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)....... 2,134,978 Click to see attachment
List of Attached Documents:
// Content
2,004,288 		3,761,927
c Investments—corporate bonds (attach schedule)....... 825,151 Click to see attachment
List of Attached Documents:
// Content
865,538 		845,101
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).......... 206,033 Click to see attachment
List of Attached Documents:
// Content
236,214 		241,788
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) 3,275,804 3,257,682 5,000,458
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........ 3,275,804 3,257,682
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)..... 3,275,804 3,257,682
30 Total liabilities and net assets/fund balances (see instructions). 3,275,804 3,257,682
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
3,275,804
2
Enter amount from Part I, line 27a .....................
2
-13,021
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,103
4
Add lines 1, 2, and 3 ..........................
4
3,269,886
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
12,204
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,257,682
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 417. VANGUARD BD INDEX TOTAL BD MKT ETF     2024-01-24
b 194. VANGUARD BD INDEX TOTAL BD MKT ETF     2024-01-24
c 675. VANGUARD TOTAL INTL BOND ETF     2024-01-24
d 4. ADVANCED MICRO DEVICES INC   2023-03-28 2024-01-29
e 3. ADVANCED MICRO DEVICES INC   2021-11-19 2024-01-29
. WELLS FARGO & CO NEW     2024-02-06
1818. VANGUARD TOTAL INTL BOND ETF     2024-02-22
952. VANGUARD MORTGAGE-BACKED SEC   2023-07-11 2024-02-22
2. ADVANCED MICRO DEVICES INC   2023-03-28 2024-03-20
5. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
1. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-03-20
5. NXP SEMICONDUCTORS NV     2024-03-20
17. SPDR TR UNIT SER 1   2017-01-26 2024-04-11
1880.576 SIX CIRCLES US UNCONSTR EQ   2023-06-26 2024-04-11
4. NXP SEMICONDUCTORS NV     2024-04-12
3. NXP SEMICONDUCTORS NV     2024-04-12
3. NEXTERA ENERGY INC   2023-06-23 2024-05-06
20. NEXTERA ENERGY INC     2024-05-06
1. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
1. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
610. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
4. DEERE & CO   2021-08-19 2024-05-13
9. LAUDER ESTEE COS INC CL A     2024-05-17
. EXXON MOBIL CORP     2024-05-28
11. ALPHABET INC-CL A   2012-07-11 2024-06-05
. NORWEST CORP     2024-06-27
3. ABBVIE INC   2023-10-27 2024-07-15
2. ADVANCED MICRO DEVICES INC   2020-11-06 2024-07-15
7. ALPHABET INC-CL C   2022-02-03 2024-07-15
8. AMAZON COM INC   2021-10-29 2024-07-15
2. AMERICAN EXPRESS CO     2024-07-15
1. ANALOG DEVICES INC   2020-12-17 2024-07-15
8. APPLE COMPUTER INC     2024-07-15
10. BANK OF AMERICA CORPORATION     2024-07-15
1. BIOGEN IDEC INC   2022-12-01 2024-07-15
5. BOSTON SCIENTIFIC CORP     2024-07-15
2. BRISTOL MYERS SQUIBB CO   2022-06-30 2024-07-15
3. BRISTOL MYERS SQUIBB CO     2024-07-15
5. CONOCOPHILLIPS     2024-07-15
3. EXXON MOBIL CORP   2023-09-12 2024-07-15
3. EXXON MOBIL CORP   2023-01-25 2024-07-15
3. FACEBOOK INC-A     2024-07-15
2. FISERV INC   2023-07-10 2024-07-15
1. ARTHUR J GALLAGHER & CO   2022-03-08 2024-07-15
1. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-07-15
1. HONEYWELL INTL INC   2009-12-16 2024-07-15
3. INGERSOLL RAND INC   2021-05-14 2024-07-15
448. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-22 2024-07-15
375. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-24 2024-07-15
337. JPMORGAN BETABUILDERS CANADA     2024-07-15
474. JPMORGAN BETABUILDERS DEVELO   2021-01-29 2024-07-15
1. LILLY ELI & CO   2016-12-16 2024-07-15
1. LOWES COS INC   2011-09-22 2024-07-15
1. MARTIN MARIETTA MATLS INC   2023-11-09 2024-07-15
2. MASTERCARD INC - CLASS A     2024-07-15
1. MCDONALDS CORP   2024-05-17 2024-07-15
5. MICROSOFT CORP     2024-07-15
3. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-07-15
5. MONSTER BEVERAGE CORP   2022-06-24 2024-07-15
4. MORGAN STANLEY DEAN WITTER & CO NEW   2022-10-05 2024-07-15
3. NEXTERA ENERGY INC   2023-06-23 2024-07-15
1. NORFOLK SOUTHN CORP   2020-08-04 2024-07-15
19. NVIDIA CORP     2024-07-15
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2024-07-15
2. PEPSICO INC   2022-05-10 2024-07-15
2. PROGRESSIVE CORP OHIO   2022-10-05 2024-07-15
1. REGENERON PHARMACEUTICALS INC   2021-12-29 2024-07-15
1. S&P GLOBAL INC   2022-12-02 2024-07-15
33. SPDR TR UNIT SER 1   2017-01-26 2024-07-15
1. SALESFORCE.COM INC   2024-03-20 2024-07-15
1584.402 SIX CIRCLES US UNCONSTR EQ   2023-06-26 2024-07-15
5. SOUTHERN CO     2024-07-15
1. STRYKER CORP   2023-09-13 2024-07-15
2. TJX COS INC NEW   2023-09-22 2024-07-15
1. T-MOBILE US INC   2022-08-31 2024-07-15
2. TEXAS INSTRS INC   2020-06-24 2024-07-15
1. UNITEDHEALTH GROUP INC   2022-02-03 2024-07-15
1. WASTE CONNECTIONS INC   2021-01-08 2024-07-15
8. WELLS FARGO & CO NEW   2021-03-03 2024-07-15
1. EATON CORP PLC   2021-03-03 2024-07-15
1. LINDE PLC   2023-03-24 2024-07-15
1. NXP SEMICONDUCTORS NV   2020-07-10 2024-07-15
12. ALPHABET INC-CL C     2024-09-12
1. INTUIT   2022-08-03 2024-09-12
3. INTUIT     2024-09-12
5. BIOGEN IDEC INC     2024-10-01
4. HONEYWELL INTL INC   2009-12-16 2024-10-01
1. INTUIT   2020-02-25 2024-10-01
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
2. BIOGEN IDEC INC   2023-01-06 2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-02-25 2024-10-03
5. ABBVIE INC     2024-10-08
2. ADVANCED MICRO DEVICES INC   2020-11-06 2024-10-08
12. ALPHABET INC-CL C   2012-07-11 2024-10-08
13. AMAZON COM INC     2024-10-08
2. AMERICAN EXPRESS CO   2019-05-16 2024-10-08
2. ANALOG DEVICES INC   2020-11-06 2024-10-08
15. APPLE COMPUTER INC     2024-10-08
16. BANK OF AMERICA CORPORATION   2023-12-18 2024-10-08
2. BANK OF AMERICA CORPORATION   2022-05-19 2024-10-08
1. BOOKING HOLDINGS INC   2020-10-13 2024-10-08
9. BOSTON SCIENTIFIC CORP     2024-10-08
13. BRISTOL MYERS SQUIBB CO     2024-10-08
9. CONOCOPHILLIPS     2024-10-08
1. COSTCO WHSL CORP NEW   2023-09-22 2024-10-08
1. DEERE & CO   2021-08-19 2024-10-08
12. EXXON MOBIL CORP     2024-10-08
4. FACEBOOK INC-A     2024-10-08
5. FISERV INC     2024-10-08
2. ARTHUR J GALLAGHER & CO     2024-10-08
3. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-10-08
1. HONEYWELL INTL INC   2009-12-16 2024-10-08
5. INGERSOLL RAND INC     2024-10-08
1. INTUITIVE SURGICAL INC NEW   2021-09-15 2024-10-08
1. LILLY ELI & CO   2016-12-16 2024-10-08
2. LOWES COS INC   2011-09-22 2024-10-08
1. MARTIN MARIETTA MATLS INC   2023-11-08 2024-10-08
1. MASTERCARD INC - CLASS A   2024-09-12 2024-10-08
2. MASTERCARD INC - CLASS A     2024-10-08
2. MCDONALDS CORP   2024-05-17 2024-10-08
1. MCDONALDS CORP   2022-01-21 2024-10-08
10. MICROSOFT CORP   2009-01-29 2024-10-08
7. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-10-08
9. MONSTER BEVERAGE CORP   2022-06-24 2024-10-08
8. MORGAN STANLEY DEAN WITTER & CO NEW     2024-10-08
8. NEXTERA ENERGY INC   2024-09-12 2024-10-08
2. NORFOLK SOUTHN CORP   2020-08-04 2024-10-08
34. NVIDIA CORP     2024-10-08
3. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2024-10-08
3. OTIS WORLDWIDE CORP     2024-10-08
4. PEPSICO INC     2024-10-08
5. PROGRESSIVE CORP OHIO     2024-10-08
1. S&P GLOBAL INC   2022-12-02 2024-10-08
3. SALESFORCE.COM INC   2024-03-20 2024-10-08
8. SOUTHERN CO     2024-10-08
2. STRYKER CORP   2023-09-13 2024-10-08
4. TJX COS INC NEW     2024-10-08
3. T-MOBILE US INC   2022-08-31 2024-10-08
4. TEXAS INSTRS INC   2016-02-05 2024-10-08
3. UNITEDHEALTH GROUP INC     2024-10-08
3. WASTE CONNECTIONS INC   2021-01-08 2024-10-08
14. WELLS FARGO & CO NEW     2024-10-08
2. EATON CORP PLC   2021-03-03 2024-10-08
3. LINDE PLC     2024-10-08
2. NXP SEMICONDUCTORS NV     2024-10-08
593.257 SIX CIRCLES US UNCONSTR EQ   2023-06-26 2024-10-09
1. INTUIT   2020-05-04 2024-10-11
1. DEERE & CO   2021-08-19 2024-10-15
1. DEERE & CO   2021-10-21 2024-10-16
1. INTUIT   2020-05-04 2024-10-17
2168.3 AMERICAN BEACON AHL MGD-R5   2023-08-07 2024-10-23
933.514 BLACKSTONE ALT MULTI-STRAT-Y   2018-11-09 2024-10-23
1003.271 K2 ALTERNATIVE STRAT-R6   2024-02-26 2024-10-23
981.784 NEUBERGER BERM LNG SHRT-INST   2020-01-16 2024-10-23
2264.21 PIMCO UNCONSTRAINED BD FD INSTL CL*   2021-07-22 2024-10-23
3. DEERE & CO   2021-10-21 2024-11-01
1. ANALOG DEVICES INC   2020-11-06 2024-11-13
11. ANALOG DEVICES INC     2024-11-13
4. CONOCOPHILLIPS     2024-11-21
1. CONOCOPHILLIPS   2022-01-05 2024-11-21
14. MONSTER BEVERAGE CORP     2024-11-21
1. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
3. T-MOBILE US INC   2022-08-31 2024-11-21
1. LINDE PLC   2019-04-25 2024-11-21
1. LINDE PLC   2019-04-25 2024-11-21
2. MONSTER BEVERAGE CORP   2022-06-17 2024-11-22
434. ISHARES TR 20+ TREAS INDEX FD     2024-12-03
162. ISHARES CORE MSCI EAFE ETF   2017-06-29 2024-12-03
1368. ISHARES BROAD USD HIGH YIELD   2024-07-15 2024-12-03
305. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-24 2024-12-03
915. JPMORGAN BETABUILDERS EUROPE ETF     2024-12-03
341. JPMORGAN BETABUILDERS JAPAN ETF   2021-01-29 2024-12-03
114. JPMORGAN BETABUILDERS JAPAN ETF   2021-01-29 2024-12-03
5071.61 SIX CIRCLES CREDIT OPPORT     2024-12-03
798. VANGUARD LONG-TERM TREASURY ETF     2024-12-03
. MCKESSON CORP     2024-12-04
13. 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
10. NVIDIA CORP   2023-02-24 2024-12-17
5. T-MOBILE US INC     2024-12-17
8. T-MOBILE US INC     2024-12-17
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 30,209   30,166 43
b 14,054   14,831 -777
c 32,805   34,496 -1,691
d 708   376 332
e 531   467 64
15     15
88,305   92,269 -3,964
42,861   43,216 -355
361   188 173
902   428 474
951   693 258
1,191   673 518
8,806   3,897 4,909
30,691   25,087 5,604
948   500 448
708   359 349
212   223 -11
1,415   1,660 -245
79   79  
79   79  
48,344   48,008 336
1,638   1,435 203
1,214   1,328 -114
20     20
1,923   157 1,766
13     13
504   411 93
364   171 193
1,319   1,026 293
1,535   1,340 195
485   240 245
238   143 95
1,883   1,623 260
420   346 74
225   303 -78
390   216 174
81   154 -73
121   230 -109
575   508 67
347   352 -5
347   336 11
1,505   775 730
310   253 57
272   152 120
223   127 96
215   39 176
297   146 151
27,029   25,824 1,205
22,625   19,837 2,788
22,742   16,405 6,337
23,858   25,876 -2,018
953   73 880
234   19 215
558   454 104
885   764 121
254   272 -18
2,266   568 1,698
195   215 -20
251   234 17
422   332 90
217   223 -6
228   192 36
2,440   476 1,964
197   145 52
329   343 -14
432   246 186
1,091   648 443
482   360 122
18,529   7,565 10,964
255   304 -49
28,091   21,136 6,955
401   398 3
330   296 34
228   179 49
182   145 37
405   248 157
516   487 29
181   105 76
464   304 160
328   137 191
440   344 96
285   117 168
1,853   435 1,418
642   463 179
1,927   1,017 910
954   1,451 -497
824   156 668
608   289 319
189   234 -45
379   554 -175
188   234 -46
603   286 317
963   426 537
344   171 173
1,984   171 1,813
2,372   1,281 1,091
540   239 301
456   267 189
3,375   3,015 360
640   538 102
80   69 11
4,233   1,808 2,425
768   320 448
688   986 -298
992   839 153
885   560 325
401   359 42
1,463   1,341 122
2,356   943 1,413
937   898 39
585   302 283
702   381 321
206   39 167
491   243 248
478   348 130
914   73 841
545   38 507
520   451 69
495   487 8
991   721 270
602   544 58
301   255 46
4,130   178 3,952
495   503 -8
444   422 22
864   352 512
649   669 -20
488   384 104
4,473   800 3,673
574   435 139
303   313 -10
678   707 -29
1,246   602 644
517   360 157
861   913 -52
716   632 84
700   592 108
449   348 101
633   434 199
808   199 609
1,753   538 1,215
537   315 222
809   531 278
667   275 392
1,405   865 540
470   211 259
10,910   7,914 2,996
618   267 351
403   359 44
406   343 63
609   267 342
21,531   21,683 -152
10,362   9,961 401
12,109   11,347 762
18,163   14,766 3,397
22,529   24,453 -1,924
1,201   1,029 172
214   134 80
2,350   1,465 885
456   351 105
112   77 35
752   632 120
54   44 10
709   434 275
452   176 276
451   176 275
108   88 20
40,380   60,905 -20,525
12,014   9,856 2,158
51,004   50,149 855
17,724   16,134 1,590
53,158   48,100 5,058
20,181   18,947 1,234
6,749   6,334 415
45,492   47,767 -2,275
46,656   46,218 438
28     28
1,625   1,114 511
991   510 481
987   488 499
1,289   231 1,058
1,119   720 399
1,775   1,103 672
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
      10,267
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       43
b       -777
c       -1,691
d       332
e       64
      15
      -3,964
      -355
      173
      474
      258
      518
      4,909
      5,604
      448
      349
      -11
      -245
       
       
      336
      203
      -114
      20
      1,766
      13
      93
      193
      293
      195
      245
      95
      260
      74
      -78
      174
      -73
      -109
      67
      -5
      11
      730
      57
      120
      96
      176
      151
      1,205
      2,788
      6,337
      -2,018
      880
      215
      104
      121
      -18
      1,698
      -20
      17
      90
      -6
      36
      1,964
      52
      -14
      186
      443
      122
      10,964
      -49
      6,955
      3
      34
      49
      37
      157
      29
      76
      160
      191
      96
      168
      1,418
      179
      910
      -497
      668
      319
      -45
      -175
      -46
      317
      537
      173
      1,813
      1,091
      301
      189
      360
      102
      11
      2,425
      448
      -298
      153
      325
      42
      122
      1,413
      39
      283
      321
      167
      248
      130
      841
      507
      69
      8
      270
      58
      46
      3,952
      -8
      22
      512
      -20
      104
      3,673
      139
      -10
      -29
      644
      157
      -52
      84
      108
      101
      199
      609
      1,215
      222
      278
      392
      540
      259
      2,996
      351
      44
      63
      342
      -152
      401
      762
      3,397
      -1,924
      172
      80
      885
      105
      35
      120
      10
      275
      276
      275
      20
      -20,525
      2,158
      855
      1,590
      5,058
      1,234
      415
      -2,275
      438
      28
      511
      481
      499
      1,058
      399
      672
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 83,914
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 2,743
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 2,743
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 2,743
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,136
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 2,136
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 9 607
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 		50,655    
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
4,806,961
b
Average of monthly cash balances.......................
1b
46,911
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,853,872
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
4,853,872
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
72,808
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,781,064
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
239,053
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
239,053
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,743
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,743
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
236,310
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
236,310
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
236,310
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
207,080
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
207,080
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 7 236,310
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 189,319
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$ 207,080
a Applied to 2023, but not more than line 2a 189,319
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..... 17,761
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 .......... 		218,549
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

THE PINEY WOODS COUNTRY SCHOOL
ATTN MR LEE A UNGER TREASURER
5096 US 49
PINEY WOODS,MS39148 		NONE PC GENERAL 91,660

UPPER IOWA UNIVERSITY

605 WASHINGTON ST
FAYETTE,IA52142 		NONE PC GENERAL 97,659
Total .................................right arrow 3a 189,319
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 ....     14 149,191  
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 83,914  
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) ..   233,105  
13Total. Add line 12, columns (b), (d), and (e)..................
13
233,105
(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:
MALTBIE MC COSH DELANO EST XXXXX1000
EIN:
13-6115977
Name of Bond End of Year Book Value End of Year Fair Market Value
54401E143 LORD ABBETT SHRT DUR 103,767 100,476
464287432 ISHARES 20+ YEAR TRE    
83002G702 SIX CIRCLES GLOBAL B 221,407 200,306
83002G884 SIX CIRCLES CREDIT O 199,791 203,129
92206C771 VANGUARD MORTGAGE-BA 152,917 150,302
921937835 VANGUARD TOTAL BOND    
92203J407 VANGUARD TOTAL INTL 93,890 95,206
92206C870 VANGUARD INT-TERM CO 93,766 95,682

TY 2024 InvestmentsCorpStockSchedule
Name:
MALTBIE MC COSH DELANO EST XXXXX1000
EIN:
13-6115977
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 1,007 4,377
110122108 BRISTOL-MYERS SQUIBB 3,763 3,676
438516106 HONEYWELL INTERNATIO 390 2,259
464287465 ISHARES MSCI EAFE ET 100,248 138,593
532457108 ELI LILLY & CO 291 3,088
548661107 LOWE'S COS INC 153 1,974
594918104 MICROSOFT CORP 928 21,918
609207105 MONDELEZ INTERNATION 882 2,150
617446448 MORGAN STANLEY 822 5,029
713448108 PEPSICO INC 2,292 3,345
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 1,046 3,938
949746101 WELLS FARGO & CO 2,341 5,128
02079K107 ALPHABET INC-CL C 826 11,046
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 2,694 13,467
57636Q104 MASTERCARD INC - A 1,232 8,952
65339F101 NEXTERA ENERGY INC 1,745 3,011
78462F103 SPDR S&P 500 ETF TRU 689,224 1,846,152
91324P102 UNITEDHEALTH GROUP I 601 8,094
94106B101 WASTE CONNECTIONS IN 810 2,402
023135106 AMAZON.COM INC 1,336 16,235
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 2,284 20,034
060505104 BANK OF AMERICA CORP 723 4,087
46432F842 ISHARES CORE MSCI EA 7,362 8,504
655844108 NORFOLK SOUTHERN COR 1,593 3,051
67066G104 NVIDIA CORP 1,437 22,426
025816109 AMERICAN EXPRESS CO 1,396 3,858
315911750 FIDELITY 500 INDEX F 51,333 49,782
83002G306 SIX CIRCLES US UNCON 385,093 674,402
83002G405 SIX CIRCLES INTL UNC 391,608 436,081
00287Y109 ABBVIE INC 2,100 4,976
337738108 FISERV INC 3,018 4,725
580135101 MCDONALD'S CORP 4,064 4,928
N6596X109 NXP SEMICONDUCTORS N 1,561 2,910
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 1,615 4,968
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
883556102 THERMO FISHER SCIENT 1,547 2,081
N07059210 ASML HOLDING NV-NY R 1,248 2,079
20825C104 CONOCOPHILLIPS 2,578 4,165
22160K105 COSTCO WHOLESALE COR 1,465 2,749
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 1,682 3,406
43300A203 HILTON WORLDWIDE HOL 1,517 2,966
45687V106 INGERSOLL RAND INC 1,211 2,262
46120E602 INTUITIVE SURGICAL I 1,793 3,132
46641Q191 JPMORGAN BETABUILDER    
46641Q217 JPMORGAN BETABUILDER 127,711 146,337
46641Q225 JPMORGAN BETABUILDER 68,317 103,697
46641Q233 JPMORGAN BETABUILDER 74,438 71,614
679580100 OLD DOMINION FREIGHT 1,675 2,117
75886F107 REGENERON PHARMACEUT 1,560 2,137
G29183103 EATON CORP PLC 1,706 4,314
30231G102 EXXON MOBIL CORP 4,486 6,777
61174X109 MONSTER BEVERAGE COR 1,282 1,524
743315103 PROGRESSIVE CORP 2,704 5,511
78409V104 S&P GLOBAL INC 2,142 2,988
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 2,945 3,616
842587107 THE SOUTHERN COMPANY 4,002 4,281
863667101 STRYKER CORP 2,363 2,880
872540109 TJX COMPANIES INC 1,517 2,295
G54950103 LINDE PLC 1,768 4,605
11135F101 BROADCOM INC 4,513 4,405
127387108 CADENCE DESIGN SYS I 1,838 1,803
254687106 WALT DISNEY CO/THE 3,093 3,006
315911727 FIDELITY INTL INDX-I 5,721 5,664
68902V107 OTIS WORLDWIDE CORP 3,592 3,241
79466L302 SALESFORCE INC 4,535 5,349
824348106 SHERWIN-WILLIAMS CO/ 1,521 1,360

TY 2024 InvestmentsOtherSchedule2
Name:
MALTBIE MC COSH DELANO EST XXXXX1000
EIN:
13-6115977
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 71,452 72,562
64128R608 NEUBERGER BERM LNG S AT COST 20,352 25,556
72201M487 PIMCO DYNAMIC BOND-I      
024525669 AMERICAN BEACON AHL      
72201U638 PIMCO MRTG OPP & BND AT COST 43,366 42,626
83002G876 SIX CIRCLES MULTI-ST AT COST 101,044 101,044

TY 2024 OtherDecreasesSchedule
Name:
MALTBIE MC COSH DELANO EST XXXXX1000
EIN:
13-6115977
Description Amount
2024 TRANSACTION POSTED IN 2025 6,936
MUTUAL FUND ADJUSTMENT 7
ADJUSTMENT OF CARRYING VALUE 5,261


TY 2024 OtherExpensesSchedule
Name:
MALTBIE MC COSH DELANO EST XXXXX1000
EIN:
13-6115977
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:
MALTBIE MC COSH DELANO EST XXXXX1000
EIN:
13-6115977
Description Amount
2023 TRANSACTION POSTED IN 2024 7,101
ROUNDING 2


TY 2024 TaxesSchedule
Name:
MALTBIE MC COSH DELANO EST XXXXX1000
EIN:
13-6115977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 34 34   0
FEDERAL TAX PAYMENT - PRIOR YE 1,125 0   0
FEDERAL ESTIMATES - INCOME 2,136 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,193 2,193   0
FOREIGN TAXES ON NONQUALIFIED 414 414   0