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
JACQUELINE G ARCHER CHARITABLE TRUST
 
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

68-6218949
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,477,126J 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... 524,563 524,563  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 382,657
b Gross sales price for all assets on line 6a 3,284,439
7 Capital gain net income (from Part IV, line 2)... 382,657
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........ 907,220 907,220  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 125,785 85,785   40,000
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
14,147 8,579   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy.............. 444 444    
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 140,376 94,808 0 40,000
25 Contributions, gifts, grants paid....... 807,087 807,087
26 Total expenses and disbursements. Add lines 24 and 25 947,463 94,808 0 847,087
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -40,243
b Net investment income (if negative, enter -0-) 812,412
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............. 29,210 114,619 114,619
2 Savings and temporary cash investments......... 267,292 346,987 346,987
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)....... 8,100,195 Click to see attachment
List of Attached Documents:
// Content
7,745,095 		13,016,146
c Investments—corporate bonds (attach schedule)....... 4,065,203 Click to see attachment
List of Attached Documents:
// Content
4,182,461 		3,991,896
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,600 		Click to see attachment
List of Attached Documents:
// Content
1,600 		Click to see attachment
List of Attached Documents:
// Content
7,478
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,463,500 12,390,762 17,477,126
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........ 12,463,500 12,390,762
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)..... 12,463,500 12,390,762
30 Total liabilities and net assets/fund balances (see instructions). 12,463,500 12,390,762
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
12,463,500
2
Enter amount from Part I, line 27a .....................
2
-40,243
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
18,974
4
Add lines 1, 2, and 3 ..........................
4
12,442,231
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
51,469
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,390,762
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 2100. VANGUARD BD INDEX TOTAL BD MKT ETF   2021-08-16 2024-01-26
b 4. VANGUARD BD INDEX TOTAL BD MKT ETF   2021-08-16 2024-01-26
c 2097. VANGUARD TOTAL INTL BOND ETF     2024-01-26
d 3352. VANGUARD MORTGAGE-BACKED SEC   2021-11-01 2024-01-26
e 9. ADVANCED MICRO DEVICES INC   2020-11-06 2024-01-29
. WELLS FARGO & CO NEW     2024-02-06
9. VANGUARD BD INDEX TOTAL BD MKT ETF   2021-08-16 2024-02-22
4390. VANGUARD BD INDEX TOTAL BD MKT ETF     2024-02-22
2824. VANGUARD TOTAL INTL BOND ETF     2024-02-22
8. ADVANCED MICRO DEVICES INC     2024-03-20
1. NVIDIA CORP   2018-10-08 2024-03-20
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2024-03-20
6. NXP SEMICONDUCTORS NV     2024-03-20
563.705 FIDELITY 500 INDEX FUND   2018-07-11 2024-04-11
9473.713 SIX CIRCLES US UNCONSTR EQ   2018-10-29 2024-04-11
4260.721 SIX CIRCLES INTL UNCON EQ   2018-10-29 2024-04-11
4. NXP SEMICONDUCTORS NV   2021-12-06 2024-04-12
4. NXP SEMICONDUCTORS NV     2024-04-12
27. NEXTERA ENERGY INC     2024-05-02
3. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
4. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
2105. VANGUARD INT-TERM CORPORATE     2024-05-08
1. DEERE & CO   2022-02-08 2024-05-13
3. DEERE & CO   2022-02-08 2024-05-13
. ORACLE CORP     2024-05-16
10. LAUDER ESTEE COS INC CL A     2024-05-17
. EXXON MOBIL CORP     2024-05-28
. ALLERGAN PLC     2024-06-04
13. ALPHABET INC-CL A   2016-07-11 2024-06-05
. NORWEST CORP     2024-06-27
1342.419 FIDELITY 500 INDEX FUND     2024-07-11
197. JPMORGAN BETABUILDERS CANADA   2018-08-15 2024-07-11
1. JPMORGAN BETABUILDERS CANADA   2018-08-15 2024-07-11
22. JPMORGAN BETABUILDERS CANADA   2018-08-15 2024-07-11
11. JPMORGAN BETABUILDERS CANADA   2018-08-15 2024-07-11
815. JPMORGAN BETABUILDERS CANADA     2024-07-11
1. JPMORGAN BETABUILDERS CANADA   2018-10-29 2024-07-11
1. JPMORGAN BETABUILDERS CANADA   2018-10-29 2024-07-11
4928.571 SIX CIRCLES US UNCONSTR EQ   2018-10-29 2024-07-11
2051. JPMORGAN BETABUILDERS EUROPE ETF     2024-07-12
831. JPMORGAN BETABUILDERS EUROPE ETF     2024-07-12
204.811 FIDELITY 500 INDEX FUND   2019-01-04 2024-09-11
6521.901 SIX CIRCLES GLOBAL BOND   2020-08-17 2024-09-11
2480.144 SIX CIRCLES CREDIT OPPORT     2024-09-11
2168.14 VANGUARD TTL INTL BND-ADM     2024-09-11
337. VANGUARD LONG-TERM TREASURY ETF   2024-01-26 2024-09-11
16. ALPHABET INC-CL C     2024-09-12
1. INTUIT   2020-05-04 2024-09-12
3. INTUIT   2020-05-04 2024-09-12
6. BIOGEN IDEC INC   2021-10-12 2024-10-01
4. HONEYWELL INTL INC   2013-10-23 2024-10-01
1. INTUIT   2020-05-04 2024-10-01
1. BIOGEN IDEC INC   2022-12-01 2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
3. BIOGEN IDEC INC     2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2022-08-03 2024-10-04
1. INTUIT   2022-08-03 2024-10-07
8. ABBVIE INC   2020-03-31 2024-10-08
4. ADVANCED MICRO DEVICES INC   2021-11-19 2024-10-08
16. ALPHABET INC-CL C   2018-05-07 2024-10-08
21. AMAZON COM INC     2024-10-08
4. AMERICAN EXPRESS CO   2020-12-03 2024-10-08
3. ANALOG DEVICES INC   2021-09-09 2024-10-08
22. APPLE COMPUTER INC   2017-02-02 2024-10-08
26. BANK OF AMERICA CORPORATION   2018-02-06 2024-10-08
14. BOSTON SCIENTIFIC CORP   2016-12-05 2024-10-08
18. BRISTOL MYERS SQUIBB CO     2024-10-08
13. CONOCOPHILLIPS     2024-10-08
1. COSTCO WHSL CORP NEW   2021-10-27 2024-10-08
2. DEERE & CO   2022-03-03 2024-10-08
19. EXXON MOBIL CORP   2020-04-27 2024-10-08
6. FACEBOOK INC-A     2024-10-08
7. FISERV INC     2024-10-08
3. ARTHUR J GALLAGHER & CO   2021-04-29 2024-10-08
4. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-10-08
3. HONEYWELL INTL INC   2013-10-23 2024-10-08
7. INGERSOLL RAND INC   2021-10-21 2024-10-08
1. INTUIT   2022-08-03 2024-10-08
1. INTUITIVE SURGICAL INC NEW   2022-01-21 2024-10-08
2. LILLY ELI & CO   2020-11-25 2024-10-08
2. LOWES COS INC   2020-04-16 2024-10-08
2. MARTIN MARIETTA MATLS INC     2024-10-08
5. MASTERCARD INC - CLASS A     2024-10-08
4. MCDONALDS CORP   2022-01-21 2024-10-08
15. MICROSOFT CORP   2015-12-03 2024-10-08
10. MONDELEZ INTERNATIONAL-W/I   2016-06-01 2024-10-08
13. MONSTER BEVERAGE CORP   2022-06-24 2024-10-08
12. MORGAN STANLEY DEAN WITTER & CO NEW     2024-10-08
12. NEXTERA ENERGY INC     2024-10-08
4. NORFOLK SOUTHN CORP   2020-08-04 2024-10-08
49. NVIDIA CORP   2018-10-08 2024-10-08
3. OLD DOMINION FREIGHT LINE INC COM   2021-09-17 2024-10-08
5. OTIS WORLDWIDE CORP   2024-10-01 2024-10-08
6. PEPSICO INC   2018-05-22 2024-10-08
7. 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
1. SALESFORCE.COM INC   2024-03-20 2024-10-08
12. SOUTHERN CO   2023-12-18 2024-10-08
3. STRYKER CORP   2023-09-12 2024-10-08
5. TJX COS INC NEW   2023-02-07 2024-10-08
4. T-MOBILE US INC   2022-09-01 2024-10-08
6. TEXAS INSTRS INC   2019-02-19 2024-10-08
5. UNITEDHEALTH GROUP INC   2016-09-15 2024-10-08
4. WASTE CONNECTIONS INC   2021-01-08 2024-10-08
21. WELLS FARGO & CO NEW   2021-03-03 2024-10-08
3. EATON CORP PLC   2021-03-03 2024-10-08
4. LINDE PLC     2024-10-08
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2024-10-08
3. NXP SEMICONDUCTORS NV   2021-12-06 2024-10-08
2803.1 SIX CIRCLES US UNCONSTR EQ   2018-10-29 2024-10-09
1. DEERE & CO   2022-03-03 2024-10-15
1. INTUIT   2022-08-03 2024-10-15
1. DEERE & CO   2022-03-03 2024-10-16
1. INTUIT   2023-03-30 2024-10-17
4. DEERE & CO   2022-03-03 2024-11-01
2. ANALOG DEVICES INC   2021-09-09 2024-11-13
13. ANALOG DEVICES INC   2021-09-09 2024-11-13
5. CONOCOPHILLIPS   2022-02-08 2024-11-21
1. CONOCOPHILLIPS   2022-02-08 2024-11-21
1. LILLY ELI & CO   2020-11-25 2024-11-21
16. MONSTER BEVERAGE CORP   2022-06-24 2024-11-21
1. MONSTER BEVERAGE CORP   2022-06-24 2024-11-21
4. T-MOBILE US INC   2022-09-01 2024-11-21
1. LINDE PLC   2019-08-14 2024-11-21
1. LINDE PLC   2019-08-14 2024-11-21
3. MONSTER BEVERAGE CORP   2022-06-24 2024-11-22
4772. ISHARES BROAD USD HIGH YIELD     2024-12-03
1087. JPMORGAN BETABUILDERS EUROPE ETF     2024-12-03
1567. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-22 2024-12-03
1694. JPMORGAN BETABUILDERS EUROPE ETF   2023-02-13 2024-12-03
626. JPMORGAN BETABUILDERS JAPAN ETF     2024-12-03
208. JPMORGAN BETABUILDERS JAPAN ETF   2018-10-29 2024-12-03
15414.886 SIX CIRCLES CREDIT OPPORT   2022-05-25 2024-12-03
5917. VANGUARD LONG-TERM TREASURY ETF     2024-12-03
. MCKESSON CORP     2024-12-05
16. ADVANCED MICRO DEVICES INC     2024-12-17
1. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
1. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
11. NVIDIA CORP   2018-10-08 2024-12-17
6. T-MOBILE US INC   2022-09-01 2024-12-17
10. T-MOBILE US INC     2024-12-17
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 152,628   181,544 -28,916
b 291   346 -55
c 102,155   112,543 -10,388
d 153,093   177,748 -24,655
e 1,593   771 822
21     21
647   778 -131
315,562   349,923 -34,361
137,169   146,742 -9,573
1,443   755 688
893   67 826
951   294 657
1,430   1,344 86
101,777   54,662 47,115
154,611   89,716 64,895
48,487   37,750 10,737
948   895 53
944   897 47
1,830   2,180 -350
238   236 2
317   314 3
166,825   165,514 1,311
408   387 21
1,229   1,161 68
12     12
1,349   1,475 -126
16     16
14     14
2,273   473 1,800
56     56
260,389   126,492 133,897
13,241   9,617 3,624
67   49 18
1,479   1,074 405
738   537 201
54,713   37,302 17,411
67   45 22
67   45 22
86,595   46,674 39,921
125,359   108,070 17,289
50,774   43,805 6,969
39,598   18,021 21,577
56,545   64,788 -8,243
22,222   25,466 -3,244
43,558   50,406 -6,848
21,158   19,807 1,351
2,471   704 1,767
642   267 375
1,927   800 1,127
1,145   1,710 -565
824   330 494
608   267 341
189   303 -114
189   234 -45
568   856 -288
188   234 -46
613   463 150
603   463 140
1,542   608 934
688   623 65
2,645   842 1,803
3,832   1,992 1,840
1,080   491 589
684   504 180
4,951   705 4,246
1,040   786 254
1,194   290 904
953   1,367 -414
1,433   1,114 319
885   488 397
802   767 35
2,317   659 1,658
3,534   1,467 2,067
1,312   878 434
878   422 456
935   506 429
619   248 371
687   379 308
610   463 147
478   270 208
1,828   289 1,539
545   190 355
1,040   816 224
2,477   1,795 682
1,204   1,020 184
6,194   820 5,374
707   443 264
641   609 32
1,295   294 1,001
973   985 -12
976   767 209
6,447   329 6,118
574   435 139
504   519 -15
1,016   599 417
1,744   834 910
517   360 157
861   913 -52
287   304 -17
1,074   856 218
1,050   884 166
561   399 162
844   575 269
1,212   646 566
2,921   677 2,244
715   420 295
1,213   798 415
1,001   412 589
1,873   744 1,129
824   293 531
705   674 31
51,549   26,545 25,004
403   383 20
618   463 155
406   383 23
609   440 169
1,601   1,534 67
428   336 92
2,777   2,205 572
570   456 114
112   91 21
745   144 601
859   750 109
54   47 7
946   575 371
452   186 266
451   186 265
162   141 21
177,919   174,883 3,036
63,167   57,825 5,342
91,037   90,326 711
98,415   90,115 8,300
37,047   27,918 9,129
12,314   9,187 3,127
138,272   142,742 -4,470
345,943   345,631 312
39     39
2,000   2,122 -122
991   488 503
987   488 499
1,417   74 1,343
1,343   862 481
2,219   1,344 875
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
      35,918
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       -28,916
b       -55
c       -10,388
d       -24,655
e       822
      21
      -131
      -34,361
      -9,573
      688
      826
      657
      86
      47,115
      64,895
      10,737
      53
      47
      -350
      2
      3
      1,311
      21
      68
      12
      -126
      16
      14
      1,800
      56
      133,897
      3,624
      18
      405
      201
      17,411
      22
      22
      39,921
      17,289
      6,969
      21,577
      -8,243
      -3,244
      -6,848
      1,351
      1,767
      375
      1,127
      -565
      494
      341
      -114
      -45
      -288
      -46
      150
      140
      934
      65
      1,803
      1,840
      589
      180
      4,246
      254
      904
      -414
      319
      397
      35
      1,658
      2,067
      434
      456
      429
      371
      308
      147
      208
      1,539
      355
      224
      682
      184
      5,374
      264
      32
      1,001
      -12
      209
      6,118
      139
      -15
      417
      910
      157
      -52
      -17
      218
      166
      162
      269
      566
      2,244
      295
      415
      589
      1,129
      531
      31
      25,004
      20
      155
      23
      169
      67
      92
      572
      114
      21
      601
      109
      7
      371
      266
      265
      21
      3,036
      5,342
      711
      8,300
      9,129
      3,127
      -4,470
      312
      39
      -122
      503
      499
      1,343
      481
      875
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 382,657
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 11,293
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 11,293
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 11,293
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,940
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,940
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,647
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,647 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 arrowCO
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 arrowNA
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
2 		125,785    
10 S DEARBORN ST MC IL1-0111
CHICAGO,IL60603
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
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
16,858,995
b
Average of monthly cash balances.......................
1b
242,297
c
Fair market value of all other assets (see instructions)................
1c
7,478
d
Total (add lines 1a, b, and c).........................
1d
17,108,770
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
17,108,770
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
256,632
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,852,138
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
842,607
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
842,607
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,293
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,293
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
831,314
4
Recoveries of amounts treated as qualifying distributions................
4
3,474
5
Add lines 3 and 4............................
5
834,788
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
834,788
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
847,087
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
847,087
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 7 834,788
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 129,918
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$ 847,087
a Applied to 2023, but not more than line 2a 129,918
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..... 717,169
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 .......... 		117,619
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

US OLYMPIC AND PARALYMPIC FOUNDATION

1 OLYMPIC PLAZA
COLORADO SPRINGS,CO80909 		NONE PC GENERAL 5,897

GOODWILL OF COLORADO

1460 GARDEN OF THE GODS ROAD
COLORADO SPRINGS,CO80907 		NONE PC GENERAL 47,175

WORLD VILLAGES FOR CHILDREN

4200 PARLIAMENT PLACE
LANHAM,MD20706 		NONE PC GENERAL 7,862

WESTSIDE GLOBAL METHODIST CHURCH

701 N 20TH ST
COLORADO SPRINGS,CO80904 		NONE PC GENERAL 7,862

SPECIAL OLYMPICS CO

384 INVERNESS PKWY 100
ENGLEWOOD,CO80112 		NONE PC GENERAL 31,450

ST JUDE CHILDREN'S RESEARCH
HOSPITAL
262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		NONE PC GENERAL 39,312

THE SALVATION ARMY

4505 W ALAMEDA AVE
COLORADO SPRINGS,CO80909 		NONE PC GENERAL 39,312

YMCA OF THE PIKES PEAK REGION

207 N NEVADA AVE
COLORADO SPRINGS,CO80903 		NONE PC GENERAL 31,450

ST FRANCIS MISSION

350 OAK ST
ST FRANCIS,SD57572 		NONE PC GENERAL 15,725

RONALD MCDONALD HOUSE CHARITIES

311 N LOGAN AVE
COLORADO SPRINGS,CO80909 		NONE PC GENERAL 39,312

SOUTHWEST INDIAN FOUNDATION

100 W COAL AVE
GALLUP,NM87301 		NONE PC GENERAL 15,725

PIKES PEAK HOSPICE & PALLIATIVE
CARE
2550 TENDERFOOT HILL ST
COLORADO SPRINGS,CO80906 		NONE PC GENERAL 39,312

CHILD NURSERY CENTERS INC

104 E RIO GRANDE ST
COLORADO SPRINGS,CO80903 		NONE PC GENERAL 15,725

CHEYENNE MOUNTAIN ZOOLOGICAL
SOCIETY
4250 CHEYENNE MOUNTAIN ZOO RD
COLORADO SPRINGS,CO80906 		NONE PC GENERAL 7,862

ST LABRE INDIAN SCHOOL

1000 TONGUE RIVER RD
ASHLAND,MT59003 		NONE PC GENERAL 39,312

BOYS & GIRLS CLUBS-PIKES PEAK
REGION
102 E PIKES PEAK AVE 500
COLORADO SPRINGS,CO80903 		NONE PC GENERAL 15,725

RED CLOUD INDIAN SCHOOL

100 MISSION DRIVE
PINE RIDGE,SD57770 		NONE PC GENERAL 15,725

MAKE A WISH FOUNDATION OF COLORADO
INC
7951 E MAPLEWOOD AVE 126
GREENWOOD VILLAGE,CO80111 		NONE PC GENERAL 15,725

COLORADO SPRINGS CHRISTIAN SCHOOL

4855 MALLOW RD
COLORADO SPRINGS,CO80907 		NONE PC GENERAL 9,828

DAKOTA INDIAN FOUNDATION

209 N MAIN ST PO BOX 340
CHAMBERLAIN,SD57325 		NONE PC GENERAL 19,199

COLORADO BOYS RANCH FOUNDATION

PO BOX 681
LA JUNTA,CO81050 		NONE PC GENERAL 56,681

HUMANE SOCIETY OF PIKES PEAK REGION

610 ABBOT LANE
COLORADO SPRINGS,CO80905 		NONE PC GENERAL 39,312

CHRISTIAN HOME FOR CHILDREN INC

1880 SOUTH CASCADE AVENUE
COLORADO SPRINGS,CO80906 		NONE PC GENERAL 39,312

SILVER KEY SENIOR SERVICES

1625 S MURRAY BLVD
COLORADO SPRINGS,CO80916 		NONE PC GENERAL 157,250

GUIDEPOSTS A CHURCH CORPORATION

39 SEMINARY HILL ROAD
CARMEL,NY10512 		NONE PC GENERAL 7,862

CHEYENNE VILLAGE

6275 LEHMAN DR
COLORADO SPRINGS,CO80918 		NONE PC GENERAL 47,175
Total .................................right arrow 3a 807,087
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 ....     14 524,563  
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 ............ 		    18 382,657  
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) ..   907,220  
13Total. Add line 12, columns (b), (d), and (e)..................
13
907,220
(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:
JACQUELINE G ARCHER CHARITABLE TRUST
EIN:
68-6218949
Name of Bond End of Year Book Value End of Year Fair Market Value
92203J308 VANGUARD TTL INTL BN 545,001 461,734
83002G702 SIX CIRCLES GLOBAL B 1,515,356 1,401,459
83002G884 SIX CIRCLES CREDIT O 704,074 715,283
921937835 VANGUARD TOTAL BOND    
92206C771 VANGUARD MORTGAGE-BA 538,460 529,254
92203J407 VANGUARD TOTAL INTL 548,716 546,711
92206C870 VANGUARD INT-TERM CO 330,854 337,455

TY 2024 InvestmentsCorpStockSchedule
Name:
JACQUELINE G ARCHER CHARITABLE TRUST
EIN:
68-6218949
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 2,341 5,449
110122108 BRISTOL-MYERS SQUIBB 5,505 4,581
438516106 HONEYWELL INTERNATIO 991 2,711
532457108 ELI LILLY & CO 582 3,088
548661107 LOWE'S COS INC 1,038 2,715
594918104 MICROSOFT CORP 5,876 27,398
609207105 MONDELEZ INTERNATION 2,416 2,688
617446448 MORGAN STANLEY 2,166 6,286
713448108 PEPSICO INC 4,020 4,106
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 3,275 4,875
949746101 WELLS FARGO & CO 3,797 6,392
02079K107 ALPHABET INC-CL C 4,257 13,902
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 6,260 16,980
57636Q104 MASTERCARD INC - A 7,714 11,058
65339F101 NEXTERA ENERGY INC 4,288 3,728
78462F103 SPDR S&P 500 ETF TRU 1,721,474 4,764,830
91324P102 UNITEDHEALTH GROUP I 6,695 10,117
94106B101 WASTE CONNECTIONS IN 1,890 3,088
023135106 AMAZON.COM INC 14,974 20,184
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 9,781 24,792
060505104 BANK OF AMERICA CORP 3,813 5,098
655844108 NORFOLK SOUTHERN COR 3,791 3,755
67066G104 NVIDIA CORP 3,661 28,201
025816109 AMERICAN EXPRESS CO 2,096 4,749
315911727 FIDELITY INTL INDX-I 488,267 541,273
315911750 FIDELITY 500 INDEX F 1,510,215 2,428,503
83002G306 SIX CIRCLES US UNCON 1,513,210 2,359,359
83002G405 SIX CIRCLES INTL UNC 1,264,755 1,399,009
00287Y109 ABBVIE INC 3,641 6,042
337738108 FISERV INC 4,143 5,957
580135101 MCDONALD'S CORP 5,391 6,088
N6596X109 NXP SEMICONDUCTORS N 3,596 3,741
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 3,617 9,937
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
883556102 THERMO FISHER SCIENT 2,688 2,601
N07059210 ASML HOLDING NV-NY R 1,650 2,079
20825C104 CONOCOPHILLIPS 5,141 5,256
22160K105 COSTCO WHOLESALE COR 2,090 3,665
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 2,227 4,258
43300A203 HILTON WORLDWIDE HOL 1,878 3,707
45687V106 INGERSOLL RAND INC 1,728 2,895
46120E602 INTUITIVE SURGICAL I 2,097 3,654
46641Q191 JPMORGAN BETABUILDER    
46641Q217 JPMORGAN BETABUILDER 489,684 515,252
46641Q225 JPMORGAN BETABUILDER 244,461 368,692
46641Q233 JPMORGAN BETABUILDER 309,405 285,285
679580100 OLD DOMINION FREIGHT 1,993 2,646
75886F107 REGENERON PHARMACEUT 2,682 2,849
G29183103 EATON CORP PLC 2,197 5,310
30231G102 EXXON MOBIL CORP 6,788 8,390
61174X109 MONSTER BEVERAGE COR 1,673 1,945
743315103 PROGRESSIVE CORP 3,431 6,949
78409V104 S&P GLOBAL INC 2,863 3,984
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 3,443 4,132
842587107 THE SOUTHERN COMPANY 5,196 5,433
863667101 STRYKER CORP 2,958 3,601
872540109 TJX COMPANIES INC 1,974 2,899
G54950103 LINDE PLC 3,238 5,861
11135F101 BROADCOM INC 5,701 5,564
127387108 CADENCE DESIGN SYS I 2,453 2,404
254687106 WALT DISNEY CO/THE 3,896 3,786
68902V107 OTIS WORLDWIDE CORP 4,420 3,982
79466L302 SALESFORCE INC 5,702 6,687
824348106 SHERWIN-WILLIAMS CO/ 1,902 1,700

TY 2024 OtherAssetsSchedule
Name:
JACQUELINE G ARCHER CHARITABLE TRUST
EIN:
68-6218949
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
910R00408 ARCHER MOHAVE COUNTY 1,500 1,500 6,420
910R00412 ARCHER NAVAJO COUNTY 100 100 1,058


TY 2024 OtherDecreasesSchedule
Name:
JACQUELINE G ARCHER CHARITABLE TRUST
EIN:
68-6218949
Description Amount
2024 TRANSACTION POSTED IN 2025 15,980
MUTUAL FUND ADJUSTMENT 11
RETURN OF CAPITAL ADJUSTMENT 35,478


TY 2024 OtherIncreasesSchedule
Name:
JACQUELINE G ARCHER CHARITABLE TRUST
EIN:
68-6218949
Description Amount
2023 TRANSACTION POSTED IN 2024 15,496
ROUNDING 4
RECOVERY OF PRIOR YEAR GRANTS 3,474


TY 2024 TaxesSchedule
Name:
JACQUELINE G ARCHER CHARITABLE TRUST
EIN:
68-6218949
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 42 42   0
FEDERAL ESTIMATES - INCOME 5,568 0   0
FOREIGN TAXES ON QUALIFIED FOR 7,022 7,022   0
FOREIGN TAXES ON NONQUALIFIED 1,515 1,515   0