Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ROBERT D AND ALMA MORETON FOUNDATION
 
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

38-7008245
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$17,851,266J 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... 456,085 450,016  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 196,686
b Gross sales price for all assets on line 6a 5,055,724
7 Capital gain net income (from Part IV, line 2)... 196,686
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
1 1  
12 Total. Add lines 1 through 11........ 652,772 646,703  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 166,906 91,351   75,555
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).... Click to see attachment
List of Attached Documents:
// Content
2,500 2,500   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,115 9,593   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 183,521 103,444 0 75,555
25 Contributions, gifts, grants paid....... 727,000 727,000
26 Total expenses and disbursements. Add lines 24 and 25 910,521 103,444 0 802,555
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -257,749
b Net investment income (if negative, enter -0-) 543,259
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............. 60,831 60,587 60,587
2 Savings and temporary cash investments......... 127,222 122,026 122,026
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)....... 8,849,809 Click to see attachment
List of Attached Documents:
// Content
8,932,441 		12,775,155
c Investments—corporate bonds (attach schedule)....... 5,376,646 Click to see attachment
List of Attached Documents:
// Content
5,041,128 		4,893,492
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
6
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,414,508 14,156,182 17,851,266
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........ 14,414,508 14,156,182
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)..... 14,414,508 14,156,182
30 Total liabilities and net assets/fund balances (see instructions). 14,414,508 14,156,182
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
14,414,508
2
Enter amount from Part I, line 27a .....................
2
-257,749
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,301
4
Add lines 1, 2, and 3 ..........................
4
14,168,060
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
11,878
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,156,182
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 2. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-17 2024-01-26
b 309. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-17 2024-01-26
c 3696.667 JPM MANAGED INCOME - INSTL FUND 2119   2021-09-16 2024-01-26
d 5354.726 VANGUARD TTL BD MKT IDX-ADM   2021-08-16 2024-01-26
e 28. ADVANCED MICRO DEVICES INC   2020-11-06 2024-01-29
525. ISHARES CORE MSCI EMERGING     2024-02-07
338. VANECK OIL SERVICES ETF   2021-12-09 2024-02-07
11482.488 VANGUARD TTL BD MKT IDX-ADM     2024-02-07
14. ADVANCED MICRO DEVICES INC   2020-11-06 2024-02-20
41. NEXTERA ENERGY INC   2018-07-18 2024-02-20
43. NEXTERA ENERGY INC     2024-02-20
1577.679 VANGUARD TTL BD MKT IDX-ADM   2021-04-08 2024-03-01
1822. VANGUARD EUROPEAN ETF   2021-01-27 2024-03-01
15. VANGUARD EUROPEAN ETF   2021-01-27 2024-03-01
4635. ISHARES MSCI CANADA INDEX FUND     2024-03-04
12. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
4. NVIDIA CORP   2023-02-24 2024-03-20
2. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-03-20
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2024-03-20
19. NXP SEMICONDUCTORS NV     2024-03-20
1773. WISDOMTREE JAPAN HEDGED EQ   2023-11-03 2024-03-21
191. INVESCO QQQ TRUST SERIES 1   2024-02-07 2024-04-04
4. INVESCO QQQ TRUST SERIES 1   2022-07-07 2024-04-04
965. AMEX CONSUMER SVC SELECT SPD   2020-03-13 2024-04-04
12. NXP SEMICONDUCTORS NV     2024-04-12
11. NXP SEMICONDUCTORS NV   2019-02-19 2024-04-12
283. INVESCO QQQ TRUST SERIES 1   2022-07-07 2024-04-19
674. ISHARES CORE MSCI EMERGING     2024-04-19
8404.212 JPM MANAGED INCOME - INSTL FUND 2119     2024-04-19
7943.112 VANGUARD TTL BD MKT IDX-ADM   2021-04-08 2024-04-19
. CASH RECEIPT SECURITIES LITIGATION     2024-05-06
13. DEERE & CO     2024-05-13
1. DEERE & CO   2021-10-21 2024-05-13
722.414 FIDELITY 500 INDEX FUND     2024-05-14
. ORACLE CORP     2024-05-16
1. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
30. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
1. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-20
. EXXON MOBIL CORP     2024-05-28
742. INVESCO S&P 500 EQUAL WEIGHT     2024-05-28
480. SCHWAB U.S. TIPS ETF   2021-08-16 2024-05-28
14222.932 VANGUARD TTL BD MKT IDX-ADM   2021-04-08 2024-05-28
. ALLERGAN PLC     2024-06-04
42. ALPHABET INC-CL A   2012-11-08 2024-06-05
814. INVESCO S&P 500 EQUAL WEIGHT   2023-12-14 2024-06-14
. CASH RECEIPT SECURITIES LITIGATION     2024-06-26
. NORWEST CORP     2024-06-27
1995. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2024-07-10
897. ISHARES TR NASDAQ BIOTECHNOLOGY IDX     2024-07-10
237.643 FIDELITY 500 INDEX FUND   2024-04-19 2024-08-22
9675.732 MATTHEWS CHINA FUND-INST   2020-05-26 2024-08-22
2149. SCHWAB U.S. TIPS ETF     2024-09-04
2129. SCHWAB U.S. TIPS ETF   2018-02-09 2024-09-04
49. ALPHABET INC-CL C   2012-11-08 2024-09-12
2. INTUIT   2020-02-25 2024-09-12
10. INTUIT     2024-09-12
37161.972 VANGUARD TTL BD MKT IDX-ADM     2024-09-17
22603.858 T ROWE PR INST FLTNG RT-INST     2024-09-18
17380.25 VANGUARD TTL BD MKT IDX-ADM     2024-09-18
20. BIOGEN IDEC INC     2024-10-01
16. HONEYWELL INTL INC   2012-12-07 2024-10-01
1. INTUIT   2020-05-04 2024-10-01
3. INTUIT   2020-05-04 2024-10-01
2. BIOGEN IDEC INC   2023-01-06 2024-10-02
7. BIOGEN IDEC INC   2023-10-27 2024-10-02
6. BIOGEN IDEC INC   2023-01-06 2024-10-02
2. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-05-04 2024-10-02
1. INTUIT   2020-05-04 2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-03
1. INTUIT   2020-05-04 2024-10-03
1. INTUIT   2020-05-04 2024-10-04
1. INTUIT   2020-05-04 2024-10-07
1. INTUIT   2020-05-04 2024-10-09
1. INTUIT   2020-05-04 2024-10-10
1. INTUIT   2020-05-04 2024-10-10
1. INTUIT   2020-05-04 2024-10-11
1. INTUIT   2020-05-04 2024-10-11
1. DEERE & CO   2021-10-21 2024-10-14
1. DEERE & CO   2021-10-21 2024-10-14
1. INTUIT   2020-05-04 2024-10-14
2. DEERE & CO   2021-10-21 2024-10-15
1. INTUIT   2020-05-04 2024-10-15
2. DEERE & CO   2021-10-21 2024-10-16
2. DEERE & CO   2021-10-21 2024-10-17
1. DEERE & CO   2021-10-21 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
916. SPDR EURO STOXX 50 ETF     2024-10-17
68.38 FIDELITY 500 INDEX FUND   2024-04-19 2024-10-22
1306.565 FIDELITY 500 INDEX FUND     2024-10-22
14. DEERE & CO   2021-10-21 2024-11-01
1. DEERE & CO   2021-10-21 2024-11-01
7. ANALOG DEVICES INC   2020-11-06 2024-11-13
49. ANALOG DEVICES INC     2024-11-13
3644.975 DODGE & COX INCOME FUND   2023-12-14 2024-11-19
1315.984 FIDELITY INTL INDX-INST PRM   2023-12-14 2024-11-19
590. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-17 2024-11-19
2684. ISHARES MSCI JAPAN ETF   2024-03-21 2024-11-19
482. ISHARES MSCI JAPAN ETF   2021-03-03 2024-11-19
2507. SPDR EURO STOXX 50 ETF   2024-03-01 2024-11-19
591. AMEX CONSUMER SVC SELECT SPD   2024-07-10 2024-11-19
68. VANECK OIL SERVICES ETF     2024-11-19
442. VANECK OIL SERVICES ETF   2021-12-09 2024-11-19
28. CONOCOPHILLIPS     2024-11-22
4. LILLY ELI & CO   2016-12-16 2024-11-22
80. MONSTER BEVERAGE CORP   2022-06-17 2024-11-22
14. T-MOBILE US INC   2022-09-01 2024-11-22
11. LINDE PLC   2018-12-11 2024-11-22
. MCKESSON CORP     2024-12-04
999. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-17 2024-12-16
62. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
3. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
2. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
42. NVIDIA CORP   2023-02-24 2024-12-17
23. T-MOBILE US INC     2024-12-17
38. T-MOBILE US INC     2024-12-17
10. ABBVIE INC   2019-09-16 2024-12-19
21. ALPHABET INC-CL C   2012-11-08 2024-12-19
26. AMAZON COM INC   2015-03-12 2024-12-19
4. AMERICAN EXPRESS CO   2018-07-18 2024-12-19
33. APPLE COMPUTER INC     2024-12-19
33. BANK OF AMERICA CORPORATION   2023-12-18 2024-12-19
18. BOSTON SCIENTIFIC CORP   2016-12-05 2024-12-19
27. BRISTOL MYERS SQUIBB CO   2019-11-21 2024-12-19
6. BROADCOM INC   2024-12-17 2024-12-19
2. CADENCE DESIGN SYS INC   2024-11-13 2024-12-19
12. CONOCOPHILLIPS   2021-03-03 2024-12-19
1. COSTCO WHSL CORP NEW   2021-10-27 2024-12-19
10. DISNEY WALT CO   2024-11-22 2024-12-19
2153.9 DODGE & COX INCOME FUND   2023-12-14 2024-12-19
21. EXXON MOBIL CORP   2022-11-01 2024-12-19
8. FACEBOOK INC-A   2022-12-02 2024-12-19
364.214 FIDELITY INTL INDX-INST PRM   2023-12-14 2024-12-19
10. FISERV INC   2024-10-01 2024-12-19
4. ARTHUR J GALLAGHER & CO   2021-04-28 2024-12-19
4. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-12-19
4. HONEYWELL INTL INC   2012-12-07 2024-12-19
9. INGERSOLL RAND INC   2021-05-14 2024-12-19
120. INVESCO QQQ TRUST SERIES 1   2024-07-10 2024-12-19
2. INTUITIVE SURGICAL INC NEW   2022-02-15 2024-12-19
191. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-17 2024-12-19
429. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2024-12-19
340. ISHARES CORE MSCI EMERGING   2024-08-22 2024-12-19
1. LILLY ELI & CO   2016-12-16 2024-12-19
3. LOWES COS INC   2012-12-07 2024-12-19
3. MARTIN MARIETTA MATLS INC   2023-11-08 2024-12-19
5. MASTERCARD INC - CLASS A     2024-12-19
1. MASTERCARD INC - CLASS A   2012-11-08 2024-12-19
6. MCDONALDS CORP   2024-12-17 2024-12-19
19. MICROSOFT CORP   2004-08-02 2024-12-19
13. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-12-19
10. MONSTER BEVERAGE CORP   2022-06-17 2024-12-19
14. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2024-12-19
15. NEXTERA ENERGY INC   2024-09-12 2024-12-19
5. NORFOLK SOUTHN CORP   2017-11-21 2024-12-19
59. NVIDIA CORP   2023-02-24 2024-12-19
5. OLD DOMINION FREIGHT LINE INC COM     2024-12-19
12. OTIS WORLDWIDE CORP     2024-12-19
7. PEPSICO INC     2024-12-19
8. PROGRESSIVE CORP OHIO   2022-04-07 2024-12-19
1. REGENERON PHARMACEUTICALS INC   2021-01-28 2024-12-19
2. S&P GLOBAL INC   2022-12-02 2024-12-19
7. SALESFORCE.COM INC   2024-03-20 2024-12-19
1. SHERWIN WILLIAMS CO   2024-11-22 2024-12-19
18. SOUTHERN CO     2024-12-19
3. STRYKER CORP   2023-09-13 2024-12-19
7. TJX COS INC NEW   2023-02-07 2024-12-19
7. TEXAS INSTRS INC   2016-03-10 2024-12-19
2. THERMO ELECTRON CORP     2024-12-19
6. UNITEDHEALTH GROUP INC   2012-11-08 2024-12-19
16688.724 VANGUARD TTL BD MKT IDX-ADM   2022-05-26 2024-12-19
5. WASTE CONNECTIONS INC   2016-07-26 2024-12-19
26. WELLS FARGO & CO NEW   2020-12-15 2024-12-19
4. EATON CORP PLC   2021-02-22 2024-12-19
4. LINDE PLC   2018-12-11 2024-12-19
1. ASML HOLDING NV-NY REG SHS   2024-11-13 2024-12-19
6. NXP SEMICONDUCTORS NV   2024-11-13 2024-12-19
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 190   199 -9
b 29,338   30,673 -1,335
c 37,004   37,078 -74
d 51,245   60,990 -9,745
e 4,956   2,399 2,557
26,215   33,187 -6,972
96,987   65,128 31,859
109,887   130,103 -20,216
2,305   1,199 1,106
2,334   1,736 598
2,422   1,369 1,053
15,035   17,686 -2,651
119,709   110,096 9,613
986   906 80
171,505   153,255 18,250
2,164   1,028 1,136
3,570   924 2,646
1,903   1,387 516
951   292 659
4,527   1,785 2,742
193,561   160,770 32,791
83,138   82,513 625
1,741   1,180 561
136,981   83,620 53,361
2,843   1,119 1,724
2,596   1,020 1,576
117,344   83,482 33,862
33,717   37,738 -4,021
84,042   84,294 -252
74,030   89,042 -15,012
50     50
5,324   4,567 757
413   343 70
131,761   124,957 6,804
12     12
135   148 -13
4,046   4,425 -379
133   148 -15
89     89
122,175   120,141 2,034
24,779   30,417 -5,638
133,553   159,439 -25,886
11     11
7,344   695 6,649
133,144   128,242 4,902
50     50
56     56
116,452   103,551 12,901
126,051   122,637 3,414
46,048   41,003 5,045
109,916   185,000 -75,084
113,985   124,752 -10,767
112,903   115,434 -2,531
7,567   808 6,759
1,283   571 712
6,423   2,796 3,627
369,390   398,948 -29,558
213,833   213,747 86
172,238   177,067 -4,829
3,817   5,669 -1,852
3,297   940 2,357
608   267 341
1,824   800 1,024
377   554 -177
1,326   1,640 -314
1,137   1,661 -524
377   469 -92
608   267 341
607   267 340
187   234 -47
603   267 336
613   267 346
603   267 336
618   267 351
620   267 353
619   267 352
618   267 351
618   267 351
403   343 60
404   343 61
616   267 349
806   686 120
618   267 351
812   686 126
810   686 124
405   343 62
609   267 342
611   267 344
46,763   46,650 113
13,902   11,798 2,104
265,638   207,446 58,192
5,604   4,800 804
400   343 57
1,498   933 565
10,467   6,520 3,947
45,854   46,255 -401
65,089   61,246 3,843
55,288   58,566 -3,278
181,896   192,785 -10,889
32,665   33,036 -371
120,420   127,675 -7,255
83,438   86,479 -3,041
19,965   23,436 -3,471
129,772   85,167 44,605
3,142   1,508 1,634
2,999   291 2,708
4,320   3,537 783
3,343   2,011 1,332
5,010   1,767 3,243
35     35
93,609   99,166 -5,557
7,749   5,312 2,437
2,972   1,465 1,507
1,973   977 996
5,412   970 4,442
5,147   3,294 1,853
8,432   5,107 3,325
1,728   707 1,021
4,013   346 3,667
5,834   486 5,348
1,174   412 762
8,245   7,220 1,025
1,433   1,110 323
1,597   373 1,224
1,528   1,509 19
1,321   1,430 -109
601   617 -16
1,144   645 499
959   488 471
1,118   1,156 -38
26,622   27,333 -711
2,215   2,339 -124
4,814   979 3,835
17,748   16,951 797
2,032   1,814 218
1,117   559 558
985   506 479
907   235 672
821   436 385
62,115   60,357 1,758
1,053   577 476
17,638   18,960 -1,322
26,682   22,267 4,415
17,886   18,412 -526
758   73 685
736   105 631
1,583   1,354 229
2,623   2,434 189
525   46 479
1,747   1,780 -33
8,330   540 7,790
774   933 -159
511   442 69
1,686   288 1,398
1,051   1,254 -203
1,157   646 511
7,744   1,363 6,381
945   718 227
1,114   1,268 -154
1,066   1,241 -175
1,923   938 985
712   509 203
974   721 253
2,364   2,130 234
345   387 -42
1,480   1,497 -17
1,071   888 183
853   559 294
1,291   386 905
1,034   1,111 -77
2,941   325 2,616
158,209   169,057 -10,848
870   248 622
1,796   772 1,024
1,344   521 823
1,684   643 1,041
713   663 50
1,246   1,341 -95
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
      8,831
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       -9
b       -1,335
c       -74
d       -9,745
e       2,557
      -6,972
      31,859
      -20,216
      1,106
      598
      1,053
      -2,651
      9,613
      80
      18,250
      1,136
      2,646
      516
      659
      2,742
      32,791
      625
      561
      53,361
      1,724
      1,576
      33,862
      -4,021
      -252
      -15,012
      50
      757
      70
      6,804
      12
      -13
      -379
      -15
      89
      2,034
      -5,638
      -25,886
      11
      6,649
      4,902
      50
      56
      12,901
      3,414
      5,045
      -75,084
      -10,767
      -2,531
      6,759
      712
      3,627
      -29,558
      86
      -4,829
      -1,852
      2,357
      341
      1,024
      -177
      -314
      -524
      -92
      341
      340
      -47
      336
      346
      336
      351
      353
      352
      351
      351
      60
      61
      349
      120
      351
      126
      124
      62
      342
      344
      113
      2,104
      58,192
      804
      57
      565
      3,947
      -401
      3,843
      -3,278
      -10,889
      -371
      -7,255
      -3,041
      -3,471
      44,605
      1,634
      2,708
      783
      1,332
      3,243
      35
      -5,557
      2,437
      1,507
      996
      4,442
      1,853
      3,325
      1,021
      3,667
      5,348
      762
      1,025
      323
      1,224
      19
      -109
      -16
      499
      471
      -38
      -711
      -124
      3,835
      797
      218
      558
      479
      672
      385
      1,758
      476
      -1,322
      4,415
      -526
      685
      631
      229
      189
      479
      -33
      7,790
      -159
      69
      1,398
      -203
      511
      6,381
      227
      -154
      -175
      985
      203
      253
      234
      -42
      -17
      183
      294
      905
      -77
      2,616
      -10,848
      622
      1,024
      823
      1,041
      50
      -95
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 196,686
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 7,551
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 7,551
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 7,551
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,070
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,070
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 2,481
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
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 arrown/a
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA Trustee
2 		166,906    
10 S DEARBORN ST MC IL 1-0111
Chicago,IL60603
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
17,729,128
b
Average of monthly cash balances.......................
1b
259,869
c
Fair market value of all other assets (see instructions)................
1c
6
d
Total (add lines 1a, b, and c).........................
1d
17,989,003
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
17,989,003
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
269,835
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,719,168
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
885,958
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
885,958
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,551
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,551
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
878,407
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
878,407
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
878,407
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
802,555
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
802,555
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 7 878,407
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 725,583
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$ 802,555
a Applied to 2023, but not more than line 2a 725,583
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..... 76,972
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 .......... 		801,435
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JP MORGAN CHASE BANK
10 S DEARBORN
CHICAGO,IL60603
(800) 496-2583
www.jpmorgan.com/onlinegrants
bThe form in which applications should be submitted and information and materials they should include:
www.jpmorgan.com/onlinegrants
cAny submission deadlines:
none
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
IRC Section 501 (c) (3) organizations
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

MIMIR CHAMBER MUSIC FESTIVAL

P O BOX 470839
FORT WORTH,TX76147 		NONE PC GENERAL OPERATING 10,000

PRESBYTERIAN NIGHT SHELTER

2400 CYPRESS STREET
FORT WORTH,TX76102 		NONE PC GENERAL OPERATING 50,000

FORT WORTH MUSEUM OF SCIENCE AND HISTORY

1600 GENDY STREET
FORT WORTH,TX76107 		NONE PC GENERAL 50,000

Union Gospel Mission of Tarrant County

PO BOX 1957
Fort Worth,TX76101 		NONE PC GENERAL 105,000

FNDN FOR THE YOUNG WOMEN'S LEADERSHIP
ACADEMY OF FORT WORTH
401 E 8TH ST
FORT WORTH,TX76102 		NONE PC GENERAL 30,000

COMMUNITY HEALTHCARE OF TEXAS

6100 WESTERN PLACE STE 105
FORT WORTH,TX76107 		NONE PC GENERAL 15,000

MUSCULAR DYSTROPHY ASSOCIATION

1016 W JACKSON BLVD 1073 STE 3550
CHICAGO,IL60607 		NONE PC GENERAL OPERATING 25,000

FORT WORTH JUNIOR GOLF FOUNDATION INC

PO BOX 4767
FORT WORTH,TX76164 		NONE PC GENERAL 50,000

6 Stones Mission Network

209 N INDUSTRIAL BLVD STE 241
Bedford,TX76201 		NONE PC GENERAL 15,000

ARTS COUNCIL OF FORT WORTH AND TARRANT
COUNTY INC
1300 GENDY ST
FORT WORTH,TX76107 		NONE PC GENERAL OPERATING 25,000

ALLIANCE FOR CHILDREN INC

908 SOUTHLAND AVENUE
FORT WORTH,TX76104 		NONE PC GENERAL 50,000

GUARDIANSHIP SERVICES INC

P O BOX 11481
FORT WORTH,TX76110 		NONE PC GENERAL OPERATING 10,000

UNITED WAY OF METRO TARRANT COUNTY

1500 N MAIN ST STE 200
FORT WORTH,TX76164 		NONE PC GENERAL 50,000

DAY RESOURCE CENTER FOR THE HOMELESS

PO BOX 0871
FORT WORTH,TX76101 		NONE PC GENERAL 40,000

TEXAS BALLET THEATER

1540 MALL CIR
FORT WORTH,TX76116 		NONE PC GENERAL 75,000

CATHOLIC CHARITIES OF FORT WORTH

249 W THORNHILL DR
FORT WORTH,TX76115 		NONE PC GENERAL 100,000

MEALS ON WHEELS OF TARRANT COUNTY

5740 AIRPORT FREEWAY
FORT WORTH,TX76117 		NONE PC GENERAL 27,000
Total .................................right arrow 3a 727,000
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 ....     14 456,085  
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 ............ 		    18 196,686  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRENTAL INCOME 		    15 1  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   652,772  
13Total. Add line 12, columns (b), (d), and (e)..................
13
652,772
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
ROBERT D AND ALMA MORETON FOUNDATION
EIN:
38-7008245
Name of Bond End of Year Book Value End of Year Fair Market Value
808524870 SCHWAB U.S. TIPS ETF    
921937603 VANGUARD TTL BD MKT 1,948,180 1,901,407
693390700 PIMCO TOTAL RETURN F 721,882 671,827
48121A415 JPM MANAGED INCOME F    
256210105 DODGE & COX INCOME-I 1,009,924 1,020,882
464287440 ISHARES 7-10 YEAR TR 898,490 844,531
09260B614 BLACKROCK HIGH YIELD 462,652 454,845

TY 2024 InvestmentsCorpStockSchedule
Name:
ROBERT D AND ALMA MORETON FOUNDATION
EIN:
38-7008245
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 4,435 19,204
110122108 BRISTOL-MYERS SQUIBB 15,671 16,063
438516106 HONEYWELL INTERNATIO 2,410 9,261
532457108 ELI LILLY & CO 1,164 12,352
548661107 LOWE'S COS INC 1,293 9,132
594918104 MICROSOFT CORP 6,537 96,945
609207105 MONDELEZ INTERNATION 5,602 9,497
617446448 MORGAN STANLEY 3,657 22,378
713448108 PEPSICO INC 10,252 14,598
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 4,778 17,626
949746101 WELLS FARGO & CO 9,617 22,758
02079K107 ALPHABET INC-CL C 4,257 49,134
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 7,803 59,722
46434G822 ISHARES MSCI JAPAN E 436,205 501,505
57636Q104 MASTERCARD INC - A 3,480 39,493
65339F101 NEXTERA ENERGY INC 7,151 13,263
91324P102 UNITEDHEALTH GROUP I 3,844 35,916
94106B101 WASTE CONNECTIONS IN 3,073 10,638
023135106 AMAZON.COM INC 5,924 71,302
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 22,663 86,896
060505104 BANK OF AMERICA CORP 5,382 18,107
655844108 NORFOLK SOUTHERN COR 6,883 13,143
67066G104 NVIDIA CORP 4,595 99,240
025816109 AMERICAN EXPRESS CO 5,877 17,214
315911727 FIDELITY INTL INDX-I 624,002 692,551
315911750 FIDELITY 500 INDEX F 2,770,069 4,818,855
46090E103 INVESCO QQQ TRUST SE 334,454 923,793
46434G103 ISHARES CORE MSCI EM 1,118,972 1,161,112
92189F106 VANECK GOLD MINERS E 162,860 168,906
00287Y109 ABBVIE INC 8,623 21,679
337738108 FISERV INC 13,791 20,953
580135101 MCDONALD'S CORP 16,348 21,162
81369Y209 HEALTH CARE SELECT S 87,634 133,443
N6596X109 NXP SEMICONDUCTORS N 6,393 12,887
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 9,781 29,811
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
577130818 MATTHEWS CHINA FUND-    
883556102 THERMO FISHER SCIENT 8,251 9,884
N07059210 ASML HOLDING NV-NY R 4,622 8,317
20825C104 CONOCOPHILLIPS 9,910 18,346
22160K105 COSTCO WHOLESALE COR 7,811 14,660
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 7,245 14,760
43300A203 HILTON WORLDWIDE HOL 6,898 13,594
45687V106 INGERSOLL RAND INC 5,417 10,132
46120E602 INTUITIVE SURGICAL I 6,632 12,527
679580100 OLD DOMINION FREIGHT 7,424 9,702
75886F107 REGENERON PHARMACEUT 6,590 9,260
92189H607 VANECK OIL SERVICES    
922042874 VANGUARD FTSE EUROPE 357,464 377,075
G29183103 EATON CORP PLC 7,191 18,585
30231G102 EXXON MOBIL CORP 20,425 29,797
464286509 ISHARES MSCI CANADA    
61174X109 MONSTER BEVERAGE COR 5,748 6,833
743315103 PROGRESSIVE CORP 12,010 24,680
78409V104 S&P GLOBAL INC 9,536 13,447
872590104 T-MOBILE US INC    
04314H857 ARTISAN INTL VAL-INS 327,853 344,415
46137V357 INVESCO S&P 500 EQUA 234,145 278,440
464287507 ISHARES CORE S&P MID 303,178 363,953
464287556 ISHARES BIOTECHNOLOG    
573284106 MARTIN MARIETTA MATE 12,061 14,979
78463X202 SPDR EURO STOXX 50 E 365,867 366,614
842587107 THE SOUTHERN COMPANY 17,222 19,098
863667101 STRYKER CORP 10,935 13,322
872540109 TJX COMPANIES INC 6,706 10,148
97717W851 WISDOMTREE JAPAN HED 214,138 215,727
G54950103 LINDE PLC 7,598 20,096
11135F101 BROADCOM INC 20,187 19,706
127387108 CADENCE DESIGN SYS I 8,579 8,413
254687106 WALT DISNEY CO/THE 13,563 13,139
464289180 ISHARES MSCI EUROPE 131,970 140,103
46435G334 ISHARES MSCI UNITED 131,278 130,786
46641Q225 JPMORGAN BETABUILDER 171,586 186,781
68902V107 OTIS WORLDWIDE CORP 15,680 14,169
78468R549 SPDR OIL & GAS EQUIP 185,506 177,807
79466L302 SALESFORCE INC 19,678 23,069
81369Y407 CONSUMER DISCRETIONA 46,348 48,235
81369Y605 FINANCIAL SELECT SEC 238,001 266,637
81369Y704 INDUSTRIAL SELECT SE 45,806 43,481
824348106 SHERWIN-WILLIAMS CO/ 7,355 6,459
92189F676 VANECK SEMICONDUCTOR 178,547 187,440

TY 2024 OtherAssetsSchedule
Name:
ROBERT D AND ALMA MORETON FOUNDATION
EIN:
38-7008245
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX EASTLAND CO TX MINER   0 6


TY 2024 OtherDecreasesSchedule
Name:
ROBERT D AND ALMA MORETON FOUNDATION
EIN:
38-7008245
Description Amount
2024 TRANSACTION POSTED IN 2025 11,818
COST BASIS ADJUSTMENT 1
MUTUAL FUND EARNINGS 59


TY 2024 OtherIncomeSchedule2
Name:
ROBERT D AND ALMA MORETON FOUNDATION
EIN:
38-7008245
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 1 1  


TY 2024 OtherIncreasesSchedule
Name:
ROBERT D AND ALMA MORETON FOUNDATION
EIN:
38-7008245
Description Amount
2023 TRANSACTION POSTED IN 2024 11,264
RETURN OF CAPITAL ADJUSTMENT 9
ROUNDING 28


TY 2024 OtherProfessionalFeesSchedule
Name:
ROBERT D AND ALMA MORETON FOUNDATION
EIN:
38-7008245
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 2,500 2,500    


TY 2024 TaxesSchedule
Name:
ROBERT D AND ALMA MORETON FOUNDATION
EIN:
38-7008245
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 138 138   0
FEDERAL ESTIMATES - INCOME 4,522 0   0
FOREIGN TAXES ON QUALIFIED FOR 6,972 6,972   0
FOREIGN TAXES ON NONQUALIFIED 2,483 2,483   0