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 03-01-2024 , and ending 02-28-2025
Name of foundation
ANNA M HEWITT
 
Number and street (or P.O. box number if mail is not delivered to street address)THE NORTHERN TRUST COMPANY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PO BOX CHICAGO, IL60680
A Employer identification number

36-6867623
B Telephone number (see instructions)

(312) 630-6000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,992,642J 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... 152,338 151,274  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 98,948
b Gross sales price for all assets on line 6a 339,587
7 Capital gain net income (from Part IV, line 2)... 98,948
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)....... Click to see attachment
List of Attached Documents:
// Content
197 197  
12 Total. Add lines 1 through 11........ 251,483 250,419  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,030 21,117   42,913
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)....... Click to see attachment
List of Attached Documents:
// Content
2,500 1,250 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
125     125
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,349 1,726   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
340 25   315
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,344 24,118 0 44,603
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 73,344 24,118 0 44,603
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 178,139
b Net investment income (if negative, enter -0-) 226,301
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.............      
2 Savings and temporary cash investments......... -36,768 127,668 127,668
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)....... 2,155,039 Click to see attachment
List of Attached Documents:
// Content
2,234,960 		3,321,572
c Investments—corporate bonds (attach schedule)....... 1,656,173 Click to see attachment
List of Attached Documents:
// Content
1,589,101 		1,449,332
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).......... 82,363 Click to see attachment
List of Attached Documents:
// Content
82,363 		94,070
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) 3,856,807 4,034,092 4,992,642
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........ 3,856,807 4,034,092
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)..... 3,856,807 4,034,092
30 Total liabilities and net assets/fund balances (see instructions). 3,856,807 4,034,092
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
3,856,807
2
Enter amount from Part I, line 27a .....................
2
178,139
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
531
4
Add lines 1, 2, and 3 ..........................
4
4,035,477
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,385
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,034,092
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 3. AFLAC INC   2023-05-19 2024-07-23
b 84. AGNC INVT CORP COM   2024-01-25 2024-03-19
c 467. AGNC INVT CORP COM   2022-05-25 2024-03-19
d 12. AT&T INC   2024-05-15 2024-07-23
e 10. ABBOTT LABORATORIES   2022-01-13 2024-07-23
4. ABBVIE INC COM USD0.01   2023-06-13 2024-07-23
11. ADVANCED DRAIN SYS INC DEL COM   2023-06-13 2024-03-19
1. ADVANCED DRAIN SYS INC DEL COM   2023-06-13 2024-07-23
5. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2021-09-10 2024-04-10
7. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2021-09-10 2024-07-23
11. ALTRIA GROUP INC   2016-08-05 2024-07-23
6.0002 ALTRIA GROUP INC   2016-08-05 2024-10-08
2.9998 ALTRIA GROUP INC   2016-08-05 2024-10-08
6. AMAZON.COM INCORPORATED COMMON STOCK   2021-02-24 2024-07-23
154. AMERICAN HOMES 4 RENT COMMON STOCK   2024-01-25 2024-03-19
3. AMERISOURCE BERGEN CORP   2023-09-26 2024-07-23
1. AMGEN INC   2023-05-19 2024-03-19
36. AMGEN INC   2019-10-02 2024-03-19
20. ANTERO MIDSTREAM CORPORATION COM USD1.00   2024-05-15 2024-07-23
22. ANTERO MIDSTREAM CORPORATION COM USD1.00   2024-10-03 2024-10-08
15. APPLE COMPUTER INC   2023-01-24 2024-07-23
10. APPLE COMPUTER INC   2018-12-03 2024-10-08
2. AUTOMATIC DATA PROCESSING INC   2023-06-13 2024-07-23
4. BENTLEY SYS INC CL B CL B   2023-01-24 2024-07-23
2. BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS'B'   2022-05-25 2024-04-10
4. BEST BUY INC   2022-05-25 2024-07-23
5. BEST BUY INC   2022-05-25 2024-10-08
8. BLACKROCK INC CL A   2023-01-25 2024-03-19
4304.16 MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL   2021-12-22 2024-05-01
5. H & R BLOCK INC   2023-06-13 2024-07-23
12. H & R BLOCK INC   2023-06-13 2024-10-08
13. BLUE OWL CAP INC COM CL A   2024-05-15 2024-07-23
279. BLUE OWL CAP INC COM CL A   2024-10-03 2024-10-08
12. BRISTOL MYERS SQUIBB CO   2023-01-24 2024-07-23
1. BROADRIDGE FINL SOLUTIONS INC COM STK   2024-03-19 2024-07-23
20. BROADRIDGE FINL SOLUTIONS INC COM STK   2024-03-19 2024-10-08
2. BROADCOM INC COM   2019-01-17 2024-03-19
7. BROADCOM INC COM   2019-01-17 2024-07-23
149. BROADCOM INC COM   2019-01-17 2024-10-08
6. CARDINAL HEALTH INC   2023-06-13 2024-07-23
8. CARTER INC FORMERLY CARTER HLDGS INC TO 09/13/2003 COM   2023-06-13 2024-07-23
2. CATERPILLAR INC   2023-06-13 2024-07-23
13. CHEVRONTEXACO CORP   2023-06-13 2024-03-19
13. CISCO SYS INC   2019-08-22 2024-07-23
13. CITIGROUP INC COM NEW COM NEW   2017-07-21 2024-07-23
10. CLEARWAY ENERGY INC CL C CL C   2024-05-15 2024-07-23
1. CLEARWAY ENERGY INC CL C CL C   2024-10-03 2024-10-08
210. CLEARWAY ENERGY INC CL C CL C   2023-09-26 2024-10-08
13. COCA COLA CO   2023-05-19 2024-07-23
14. COMCAST CORP NEW CL A   2023-06-13 2024-07-23
5. COMERICA INC   2024-05-15 2024-07-23
6. COMERICA INC   2024-03-19 2024-10-08
6. CUBESMART   2024-05-15 2024-07-23
3. DUKE ENERGY CORP NEW COM NEW COM NEW   2024-03-19 2024-07-23
6. EBAY INC   2023-06-13 2024-07-23
13. EBAY INC   2023-06-13 2024-10-08
2. ELECTRONIC ARTS   2023-06-13 2024-07-23
17. EQUITABLE HLDGS INC COM   2022-05-25 2024-07-23
12. EQUITABLE HLDGS INC COM   2022-05-25 2024-10-08
3. EQTY RESDNTL EFF 5/15/02 TO EQTY RESDNTL 29476L107 EFF 5/15/02   2023-01-24 2024-07-23
14. EVERGY INC COM NPV   2023-09-26 2024-03-19
87. EVERGY INC COM NPV   2022-01-13 2024-03-19
.38 EXXON MOBIL CORP   2022-05-25 2024-05-03
6. EXXON MOBIL CORP   2022-05-25 2024-07-23
4. EXXON MOBIL CORP   2024-10-02 2024-10-08
104. EXXON MOBIL CORP   2023-01-24 2024-10-08
2. META PLATFORMS INC COM USD0.000006 CL 'A'   2023-06-13 2024-07-23
14. FASTENAL CO   2022-01-13 2024-03-19
4. FASTENAL CO   2022-01-13 2024-07-23
8. FIDELITY NAT'L INFORMATION SERVICES INC   2023-06-13 2024-07-23
8. FIDELITY NAT'L INFORMATION SERVICES INC   2023-06-13 2024-10-08
15. FIRST HAWAIIAN INC COM   2022-01-13 2024-07-23
7. GILEAD SCIENCES INC   2023-06-13 2024-07-23
8. W W GRAINGER INC   2019-10-02 2024-03-19
8. HP INC COM   2023-05-19 2024-07-23
9. HEALTHPEAK OP LLC   2022-01-13 2024-07-23
7. HEALTHPEAK OP LLC   2024-10-02 2024-10-08
197. HEALTHPEAK OP LLC   2023-05-19 2024-10-08
6. HIGHWOODS PPTYS INC COM   2024-05-15 2024-07-23
116. HIGHWOODS PPTYS INC COM   2024-03-19 2024-10-08
2. HOME DEPOT INC   2023-01-24 2024-04-10
2. HOME DEPOT INC   2023-06-13 2024-07-23
52. HOME DEPOT INC   2023-05-19 2024-10-08
16. HOST MARRIOTT CORP NEW REIT   2023-01-24 2024-07-23
1. INTUIT   2023-06-13 2024-04-10
1. INTUIT   2023-06-13 2024-07-23
1. J P MORGAN CHASE & CO   2024-04-10 2024-07-23
5. JOHNSON & JOHNSON   2023-01-25 2024-07-23
1. KLA-TENCOR CORP   2023-01-25 2024-07-23
2. KIMBERLY CLARK CORP   2023-06-13 2024-07-23
1. LAM RESEARCH CORP   2023-06-13 2024-07-23
3. LAMAR ADVERTISING CO NEW CL A CL A   2022-01-13 2024-07-23
9. LEGGETT & PLATT INC   2024-03-19 2024-07-23
172. LEGGETT & PLATT INC   2024-10-03 2024-10-08
11. LINCOLN NATIONAL CORP IND   2023-01-24 2024-07-23
4. MARATHON PETE CORP COM   2023-01-24 2024-04-10
3. MARATHON PETE CORP COM   2023-01-24 2024-07-23
11. MERCK & CO INC   2023-06-13 2024-03-19
8. MERCK & CO INC   2023-01-25 2024-03-19
5. METLIFE INC   2022-01-13 2024-07-23
9. MICROSOFT CORP COM   2023-05-19 2024-07-23
2. MICROSOFT CORP COM   2023-01-24 2024-10-08
2. NEXSTAR MEDIA GROUP INC COMMON STOCK   2023-09-26 2024-07-23
5102.04 MFB NORTHN HI YIELD FXD INC FD   2015-10-20 2024-04-30
21. NVIDIA CORP   2023-05-19 2024-07-23
4. NVIDIA CORP   2023-09-26 2024-10-08
3. OMNICOM GRP INC COM   2022-01-13 2024-07-23
9. ONEMAIN HLDGS INC COM   2021-02-24 2024-07-23
6. OTIS WORLDWIDE CORP COM USD0.01 WI   2023-06-13 2024-07-23
2. PAYCHEX INC   2023-01-24 2024-07-23
1. PEPSICO INC   2023-06-13 2024-07-23
11. PEPSICO INC   2023-06-13 2024-10-08
7. PHILIP MORRIS INTERNATIONAL   2023-01-25 2024-07-23
13. PHILIP MORRIS INTERNATIONAL   2023-01-25 2024-10-08
3. PRINCIPAL FINANCIAL GROUP INC   2023-06-13 2024-07-23
6. PROCTER & GAMBLE CO   2022-01-13 2024-07-23
3. PRUDENTIAL FINL INC   2023-01-24 2024-07-23
5. PUBLIC SVC ENTERPRISE GROUP INC   2023-05-19 2024-07-23
12. PUBLIC SVC ENTERPRISE GROUP INC   2023-01-24 2024-10-08
1. PUB STORAGE INC COM   2023-06-13 2024-07-23
2. PUB STORAGE INC COM   2023-06-13 2024-10-08
3. ROBERT HALF INTL INC   2023-01-24 2024-07-23
101. SCOTTS CO CL A   2024-01-25 2024-03-19
3. SIMON PPTY GROUP INC NEW   2023-09-26 2024-07-23
2. SKYWORKS SOLUTIONS INC   2024-01-25 2024-07-23
.25 SOLVENTUM CORP COM COM USD0.01   2022-01-13 2024-04-01
3.5 SOLVENTUM CORP COM COM USD0.01   2024-03-19 2024-04-10
13.5 SOLVENTUM CORP COM COM USD0.01   2022-05-25 2024-04-10
13. SOUTHERN COPPER CORP DEL COM   2022-01-13 2024-03-19
.62 SOUTHERN COPPER CORP DEL COM   2022-01-13 2024-05-07
2. SOUTHERN COPPER CORP DEL COM   2023-05-19 2024-07-23
.32 SOUTHERN COPPER CORP DEL COM   2022-01-13 2024-08-09
.36 SOUTHERN COPPER CORP DEL COM   2022-01-13 2024-11-06
.42 SOUTHERN COPPER CORP DEL COM   2022-01-13 2025-02-11
6. STARBUCKS CORP   2021-09-10 2024-07-23
15. STARWOOD PROPERTY TRUST INC COM REIT   2024-01-25 2024-07-23
4. STATE STREET CORP   2023-06-13 2024-07-23
53. TAPESTRY INC COM USD0.01   2022-01-13 2024-03-19
6. TAPESTRY INC COM USD0.01   2023-05-19 2024-07-23
17. TESLA INC COM USD0.001   2023-09-26 2024-03-19
6. TEXAS PAC LD CORP COM USD0.01   2021-09-10 2024-04-10
3. TEXAS PAC LD CORP COM USD0.01   2023-06-13 2024-10-08
2. 3M CO   2022-01-13 2024-07-23
4. TRAVEL + LEISURE CO COM USD0.01   2022-05-25 2024-07-23
13. UGI CORP NEW COM   2023-06-13 2024-07-23
26. UNION PAC CORP COM   2022-01-13 2024-03-19
2. UNION PAC CORP COM   2022-01-13 2024-07-23
4. UNITED PARCEL SERVICE INC CL B   2023-05-19 2024-07-23
1. UNITEDHEALTH GROUP INC   2023-09-26 2024-07-23
9. UNITEDHEALTH GROUP INC   2023-09-26 2024-10-08
45. UWM HLDGS CORP COM USD0.0001 CL A   2023-02-03 2024-07-23
16. WEST PHARMACEUTICAL SVSC INC   2021-02-24 2024-03-19
22. WESTERN UNION CO   2022-05-25 2024-07-23
11. WILLIAMS SONOMA INC   2020-08-06 2024-03-19
3. WILLIAMS SONOMA INC   2023-05-19 2024-07-23
4. WYNDHAM HOTELS & RESORTS INC COM   2022-05-25 2024-07-23
1. ACCENTURE PLC CLS A   2021-09-10 2024-07-23
8. JANUS HENDERSON GROUP PLC ORD USD1.50   2021-09-13 2024-07-23
18.99941 JANUS HENDERSON GROUP PLC ORD USD1.50   2021-09-13 2024-10-08
1.00059 JANUS HENDERSON GROUP PLC ORD USD1.50   2021-09-13 2024-10-08
17. INVESCO LTD COM STK USD0.20   2024-05-15 2024-07-23
10. ROYALTY PHARMA PLC COM USD0.0001 CLASS A   2024-03-19 2024-07-23
3. LYONDELLBASELL INDUSTRIES N V COM USD0.01 CLASS 'A'   2022-05-25 2024-07-23
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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    
(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 283   201 82
b 801   802 -1
c 4,455   5,332 -877
d 221   208 13
e 1,040   1,295 -255
693   578 115
1,823   1,190 633
172   108 64
774   707 67
1,284   990 294
542   730 -188
298   398 -100
149   199 -50
1,122   951 171
5,508   5,345 163
675   559 116
272   225 47
9,793   7,054 2,739
302   274 28
340   301 39
3,370   2,133 1,237
2,253   457 1,796
497   440 57
198   153 45
820   620 200
357   313 44
492   391 101
6,374   4,367 2,007
30,000   33,111 -3,111
284   160 124
745   384 361
259   228 31
5,678   4,788 890
507   869 -362
205   201 4
4,310   4,015 295
2,421   506 1,915
1,148   177 971
26,679   3,770 22,909
575   526 49
485   539 -54
689   490 199
2,025   2,070 -45
605   627 -22
843   859 -16
257   243 14
28   30 -2
5,914   4,587 1,327
847   794 53
540   573 -33
261   254 7
346   298 48
289   249 40
323   285 38
320   272 48
876   590 286
285   254 31
721   495 226
514   349 165
213   188 25
726   762 -36
4,512   5,813 -1,301
45   45  
681   705 -24
486   457 29
12,647   10,785 1,862
983   547 436
1,063   858 205
272   245 27
604   443 161
685   443 242
375   461 -86
500   550 -50
7,998   2,213 5,785
303   222 81
189   324 -135
152   137 15
4,282   6,880 -2,598
171   154 17
3,758   2,838 920
703   635 68
726   600 126
21,494   4,087 17,407
287   290 -3
629   446 183
641   446 195
211   196 15
764   786 -22
810   417 393
275   269 6
964   626 338
363   348 15
112   169 -57
2,285   3,213 -928
360   358 2
846   521 325
493   390 103
1,335   1,212 123
971   875 96
377   341 36
4,004   2,321 1,683
828   482 346
357   274 83
30,000   34,592 -4,592
2,579   657 1,922
528   168 360
277   237 40
468   452 16
591   523 68
247   237 10
167   182 -15
1,860   2,002 -142
768   722 46
1,539   1,314 225
256   219 37
1,005   951 54
374   303 71
379   306 73
1,096   732 364
302   285 17
696   569 127
195   238 -43
6,670   5,295 1,375
471   329 142
235   205 30
16   28 -12
226   229 -3
871   1,493 -622
1,288   886 402
67   42 25
210   136 74
31   21 10
36   24 12
41   28 13
459   720 -261
308   297 11
336   299 37
2,482   2,130 352
246   253 -7
2,890   4,284 -1,394
3,483   2,442 1,041
2,856   1,381 1,475
210   306 -96
197   192 5
315   374 -59
6,297   6,447 -150
481   496 -15
503   664 -161
557   506 51
5,244   4,550 694
351   188 163
6,298   4,380 1,918
276   385 -109
3,159   989 2,170
466   171 295
296   301 -5
330   343 -13
289   346 -57
740   821 -81
39   43 -4
285   255 30
286   302 -16
288   325 -37
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
      31,952
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       82
b       -1
c       -877
d       13
e       -255
      115
      633
      64
      67
      294
      -188
      -100
      -50
      171
      163
      116
      47
      2,739
      28
      39
      1,237
      1,796
      57
      45
      200
      44
      101
      2,007
      -3,111
      124
      361
      31
      890
      -362
      4
      295
      1,915
      971
      22,909
      49
      -54
      199
      -45
      -22
      -16
      14
      -2
      1,327
      53
      -33
      7
      48
      40
      38
      48
      286
      31
      226
      165
      25
      -36
      -1,301
       
      -24
      29
      1,862
      436
      205
      27
      161
      242
      -86
      -50
      5,785
      81
      -135
      15
      -2,598
      17
      920
      68
      126
      17,407
      -3
      183
      195
      15
      -22
      393
      6
      338
      15
      -57
      -928
      2
      325
      103
      123
      96
      36
      1,683
      346
      83
      -4,592
      1,922
      360
      40
      16
      68
      10
      -15
      -142
      46
      225
      37
      54
      71
      73
      364
      17
      127
      -43
      1,375
      142
      30
      -12
      -3
      -622
      402
      25
      74
      10
      12
      13
      -261
      11
      37
      352
      -7
      -1,394
      1,041
      1,475
      -96
      5
      -59
      -150
      -15
      -161
      51
      694
      163
      1,918
      -109
      2,170
      295
      -5
      -13
      -57
      -81
      -4
      30
      -16
      -37
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 98,948
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 3,146
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 3,146
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 3,146
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,768
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 3,768
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 622
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow622 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 arrowIL
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 arrowNORTHERN TRUST COMPANY Telephone no.right arrow (312) 630-6000

Located atright arrowPO BOX 803878CHICAGOIL ZIP+4right arrow60680
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
Yes
 
If "Yes," list the years right arrow2023, 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
Yes
 
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 arrow2023, 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
NORTHERN TRUST COMPANY TRUSTEE
40 		64,030    
PO BOX 803878
CHICAGO,IL60680
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
4,784,938
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,784,938
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
4,784,938
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
71,774
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,713,164
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
235,658
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
235,658
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,146
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,146
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
232,512
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
232,512
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
232,512
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
44,603
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
44,603
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 7 232,512
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 168,893
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$ 44,603
a Applied to 2023, but not more than line 2a 44,603
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..... 0
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 ............. 		124,290
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		232,512
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
Total .................................right arrow 3a  
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 152,338  
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 98,948  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAMERICAN HOMES 4 R 		    14 12  
bMFO BLACKROCK FDS     14 33  
cMFO DFA INVT DIMEN     14 4  
dMFO DOUBLELINE FUN     14 43  
eEQTY RESDNTL EFF 5     14 45  
fHEALTHPEAK OP LLC     14 8  
gSTARWOOD PROPERTY     14 52  
12 Subtotal. Add columns (b), (d), and (e) ..   251,483  
13Total. Add line 12, columns (b), (d), and (e)..................
13
251,483
(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 AccountingFeesSchedule
Name:
ANNA M HEWITT
EIN:
36-6867623
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,500 1,250   1,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
ANNA M HEWITT
EIN:
36-6867623
Name of Bond End of Year Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE    
C09260B630 MFO BLACKROCK FDS V 168,306 159,567
C258620301 MFO DOUBLELINE FUND 344,962 289,317
C665162533 MFB NORTHERN FUNDS 689,932 625,303
C665162699 MFB NORTHERN HIGH Y 163,473 148,869
C33939L506 MFC FLEXSHARES TR T 222,428 226,276

TY 2024 InvestmentsCorpStockSchedule
Name:
ANNA M HEWITT
EIN:
36-6867623
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE    
C001055102 AFLAC INC COM 4,450 7,553
C00206R102 AT&T INC COM 4,423 6,990
C002824100 ABBOTT LAB COM 14,852 16,699
C00287Y109 ABBVIE INC COM USD0 10,472 21,948
C00790R104 ADVANCED DRAIN SYS 4,003 4,121
C02079K305 ALPHABET INC CAPITA 27,826 37,802
C02209S103 ALTRIA GROUP INC CO 11,315 11,561
C023135106 AMAZON COM INC COM 18,790 25,474
C03073E105 CENCORA INC 5,656 7,606
C03676B102 ANTERO MIDSTREAM CO 5,611 7,187
C037833100 APPLE INC COM STK 7,821 87,304
C053015103 AUTOMATIC DATA PROC 10,771 15,444
C08265T208 BENTLEY SYS INC CL 4,146 4,653
C084670702 BERKSHIRE HATHAWAY 2,627 4,111
C086516101 BEST BUY INC COM ST 5,372 6,294
C093671105 BLOCK H & R INC COM 2,686 5,942
C110122108 BRISTOL MYERS SQUIB 15,806 14,607
C11135F101 BROADCOM INC COM 860 6,781
C14149Y108 CARDINAL HLTH INC 3,915 7,510
C146229109 CARTER INC FORMERLY 6,673 4,210
C149123101 CATERPILLAR INC COM 8,070 14,102
C17275R102 CISCO SYSTEMS INC 10,681 17,566
C172967424 CITIGROUP INC COM N 12,782 18,708
C191216100 COCA COLA CO COM 15,594 18,372
C20030N101 COMCAST CORP NEW-CL 12,409 11,087
C200340107 COMERICA INC COM 5,663 7,334
C22160K105 COSTCO WHOLESALE CO 1,666 3,146
C25746U109 DOMINION ENERGY INC 7,507 7,417
C26441C204 DUKE ENERGY CORP NE 6,291 7,754
C278642103 EBAY INC COM USD0.0 4,944 7,057
C285512109 ELECTR ARTS COM 5,923 6,069
C29452E101 EQUITABLE HLDGS INC 4,718 8,858
C30303M102 META PLATFORMS INC 24,162 36,083
C311900104 FASTENAL CO COM 5,548 6,816
C31620M106 FIDELITY NATL INFOR 4,952 6,330
C32051X108 FIRST HAWAIIAN INC 6,375 5,597
C375558103 GILEAD SCIENCES INC 10,409 17,147
C40434L105 HP INC COM 3,116 5,279
C459200101 INTERNATIONAL BUSIN 5,480 6,059
C461202103 INTUIT COM 10,696 14,732
C46625H100 JPMORGAN CHASE & CO 4,291 7,675
C478160104 JOHNSON & JOHNSON C 13,586 16,667
C482480100 KLA CORPORATION COM 2,240 11,341
C494368103 KIMBERLY-CLARK CORP 5,845 6,674
C512807306 LAM RESH CORP COM N 3,431 12,048
C532457108 ELI LILLY & CO COM 1,522 1,841
C534187109 LINCOLN NATL CORP C 6,312 8,034
C56585A102 MARATHON PETE CORP 5,713 6,758
C58155Q103 MCKESSON CORP 4,798 5,762
C58933Y105 MERCK & CO INC NEW 10,720 9,133
C59156R108 METLIFE INC COM STK 5,757 7,411
C594918104 MICROSOFT CORP COM 20,814 73,046
C65336K103 NEXSTAR MEDIA GROUP 4,935 6,089
C67066G104 NVIDIA CORP COM 13,894 72,579
C681919106 OMNICOM GROUP INC C 5,119 5,545
C68268W103 ONEMAIN HLDGS INC C 5,901 6,664
C68902V107 OTIS WORLDWIDE CORP 5,945 6,785
C704326107 PAYCHEX INC COM 4,216 7,584
C718172109 PHILIP MORRIS INTL 13,204 22,205
C74251V102 PRINCIPAL FINL GROU 5,123 6,411
C742718109 PROCTER & GAMBLE CO 17,816 20,165
C744320102 PRUDENTIAL FINL INC 5,993 6,791
C744573106 PUB SERVICE ENTERPR 5,055 6,654
C747525103 QUALCOMM INC COM 9,638 9,116
C770323103 ROBERT HALF INC COM 5,551 4,136
C773903109 ROCKWELL AUTOMATION 6,272 5,743
C79466L302 SALESFORCE INC COM 11,281 11,616
C83088M102 SKYWORKS SOLUTIONS 5,209 3,600
C84265V105 SOUTHN COPPER CORP 3,233 5,195
C855244109 STARBUCKS CORP COM 15,605 15,982
C857477103 STATE STR CORP COM 6,022 8,038
C872590104 T-MOBILE US INC COM 10,583 13,485
C876030107 TAPESTRY INC COM US 5,350 12,557
C88579Y101 3M CO COM 9,220 10,393
C894164102 TRAVEL + LEISURE CO 6,610 7,871
C902681105 UGI CORP NEW COM 7,444 9,462
C907818108 UNION PAC CORP COM 7,986 8,634
C911312106 UNITED PARCEL SVC I 12,793 9,522
C91823B109 UWM HLDGS CORP COM 3,655 5,482
C91913Y100 VALERO ENERGY CORP 3,301 3,138
C92537N108 VERTIV HOLDINGS LLC 7,656 6,852
C928254101 VIRTU FINL INC CL A 5,248 5,886
C959802109 WESTERN UNION CO 8,411 6,130
C969904101 WILLIAMS SONOMA INC 2,480 8,951
C98311A105 WYNDHAM HOTELS & RE 6,286 8,991
CG1151C101 ACCENTURE PLC CLS A 9,775 12,895
CG4474Y214 JANUS HENDERSON GRO 6,267 7,258
CG491BT108 INVESCO LTD COM STK 5,091 6,243
CG7709Q104 ROYALTY PHARMA PLC 6,045 6,795
CN53745100 LYONDELLBASELL IND 6,796 4,917
C33939L407 MFC FLEXSHARES TR M 111,803 166,729
C33939L795 MFC FLEXSHARES TRUS 95,395 105,005
C665130209 MFB NORTHERN EQUITY 526,996 585,488
C665162293 NORTHERN FUNDS SM C 122,181 140,190
C665162772 MFB NORTHERN FUNDS 501,776 1,046,743
C922042858 MFC VANGUARD INTL E 124,567 136,382
C035710839 ANNALY CAPITAL MANA 6,812 7,620
C229663109 CUBESMART 5,148 5,532
C29476L107 EQTY RESDNTL EFF 5/ 5,290 6,230
C44107P104 HOST HOTELS & RESOR 5,335 4,791
C512816109 LAMAR ADVERTISING C 3,997 6,460
C681936100 OMEGA HEALTHCARE IN 6,837 6,373
C74460D109 PUB STORAGE COM 6,240 6,680
C828806109 SIMON PROPERTY GROU 4,935 8,374
C85571B105 STARWOOD PROPERTY T 6,549 6,915

TY 2024 InvestmentsOtherSchedule2
Name:
ANNA M HEWITT
EIN:
36-6867623
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED SCHEDULE      
C9910571L6 BILL PAYER AT COST   1
C992175C07 LOTS 11 & 12 ON FAU AT COST   2,400
C233203835 MFO DFA INV DIMENSI AT COST 82,363 91,669

TY 2024 OtherDecreasesSchedule
Name:
ANNA M HEWITT
EIN:
36-6867623
Description Amount
COST BASIS ADJUSTMENT 91
2024 TRANSACTION POSTED IN 2025 405
RETURN OF CAPITAL ADJUSTMENT 889


TY 2024 OtherExpensesSchedule
Name:
ANNA M HEWITT
EIN:
36-6867623
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 315 0   315
CLASS ACTION FILING FEES 25 25   0


TY 2024 OtherIncomeSchedule2
Name:
ANNA M HEWITT
EIN:
36-6867623
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AMERICAN HOMES 4 RENT COMMON STOCK 12 12  
MFO BLACKROCK FDS V HIGH YIELD BD PORT I 33 33  
MFO DFA INVT DIMENSIONS GROUP INC REAL E 4 4  
MFO DOUBLELINE FUNDS TRUST CORE FIXED IN 43 43  
EQTY RESDNTL EFF 5/15/02 TO EQTY RESDNTL 45 45  
HEALTHPEAK OP LLC 8 8  
STARWOOD PROPERTY TRUST INC COM REIT 52 52  


TY 2024 OtherIncreasesSchedule
Name:
ANNA M HEWITT
EIN:
36-6867623
Description Amount
2023 TRANSACTION POSTED IN 2024 531


TY 2024 OtherProfessionalFeesSchedule
Name:
ANNA M HEWITT
EIN:
36-6867623
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY INSURANCE 125     125


TY 2024 TaxesSchedule
Name:
ANNA M HEWITT
EIN:
36-6867623
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE TAX ON NON-RENTAL 157 157   0
FEDERAL TAX PAYMENT - PRIOR YE 2,000 0   0
ESTIMATED TAX PAYMENTS 2,623 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,012 1,012   0
FOREIGN TAXES ON NONQUALIFIED 557 557   0