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
GEORGE F & ELAH P EVANS FOUNDATION TR
 
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

57-6218604
B Telephone number (see instructions)

(866) 888-5157
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$1,919,814J 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... 57,614 57,614  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 74,469
b Gross sales price for all assets on line 6a 445,829
7 Capital gain net income (from Part IV, line 2)... 74,469
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........ 132,083 132,083  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 29,838 15,798   14,040
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
2,432 997   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.......... 32,270 16,795 0 14,040
25 Contributions, gifts, grants paid....... 67,843 67,843
26 Total expenses and disbursements. Add lines 24 and 25 100,113 16,795 0 81,883
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 31,970
b Net investment income (if negative, enter -0-) 115,288
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............. 16,371 12,751 12,751
2 Savings and temporary cash investments......... 26,355 36,385 36,385
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)....... 914,324 Click to see attachment
List of Attached Documents:
// Content
896,218 		1,449,461
c Investments—corporate bonds (attach schedule)....... 309,965 Click to see attachment
List of Attached Documents:
// Content
336,839 		326,533
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).......... 79,068 Click to see attachment
List of Attached Documents:
// Content
93,843 		94,684
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,346,083 1,376,036 1,919,814
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........ 1,346,083 1,376,036
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)..... 1,346,083 1,376,036
30 Total liabilities and net assets/fund balances (see instructions). 1,346,083 1,376,036
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
1,346,083
2
Enter amount from Part I, line 27a .....................
2
31,970
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,194
4
Add lines 1, 2, and 3 ..........................
4
1,379,247
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,211
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,376,036
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 9. ADVANCED MICRO DEVICES INC   2020-11-06 2024-01-29
b 562.033 SIX CIRCLES US UNCONSTR EQ   2018-10-22 2024-02-02
c 46. VANGUARD BD INDEX TOTAL BD MKT ETF   2023-06-29 2024-02-02
d 188. VANGUARD BD INDEX TOTAL BD MKT ETF   2022-08-04 2024-02-02
e 244. VANGUARD TOTAL INTL BOND ETF   2022-02-11 2024-02-02
708. VANGUARD TOTAL INTL BOND ETF     2024-02-22
292. VANGUARD MORTGAGE-BACKED SEC   2020-11-04 2024-02-22
9. ADVANCED MICRO DEVICES INC   2020-11-06 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
127.245 FIDELITY 500 INDEX FUND   2019-01-04 2024-04-11
298.836 SIX CIRCLES US UNCONSTR EQ   2018-10-22 2024-04-11
3. NXP SEMICONDUCTORS NV   2020-09-30 2024-04-12
5. NXP SEMICONDUCTORS NV     2024-04-12
28. NEXTERA ENERGY INC     2024-05-08
231. VANGUARD INT-TERM CORPORATE   2023-12-05 2024-05-08
5. DEERE & CO   2021-10-21 2024-05-13
11. LAUDER ESTEE COS INC CL A     2024-05-17
. EXXON MOBIL CORP     2024-05-28
14. ALPHABET INC-CL A   2016-07-11 2024-06-05
. NORWEST CORP     2024-06-27
55.275 FIDELITY 500 INDEX FUND     2024-07-17
65. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-07-17
149. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-07-17
21. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-07-17
69. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-07-17
104. JPMORGAN BETABUILDERS CANADA     2024-07-17
2. JPMORGAN BETABUILDERS CANADA   2018-10-22 2024-07-17
10. JPMORGAN BETABUILDERS CANADA   2018-10-22 2024-07-17
195. JPMORGAN BETABUILDERS DEVELO   2020-02-11 2024-07-17
4. JPMORGAN BETABUILDERS DEVELO   2020-02-11 2024-07-17
445.006 SIX CIRCLES US UNCONSTR EQ   2018-10-22 2024-07-17
17. ALPHABET INC-CL C     2024-09-12
1. INTUIT   2020-02-25 2024-09-12
3. INTUIT   2020-02-25 2024-09-12
7. BIOGEN IDEC INC     2024-10-01
5. HONEYWELL INTL INC     2024-10-01
1. INTUIT   2020-05-04 2024-10-01
1. BIOGEN IDEC INC   2022-12-01 2024-10-02
2. BIOGEN IDEC INC   2023-10-27 2024-10-02
2. BIOGEN IDEC INC   2023-01-06 2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-05-04 2024-10-03
1. INTUIT   2020-05-04 2024-10-07
2. ABBVIE INC   2019-11-11 2024-10-08
3. ALPHABET INC-CL C   2014-09-09 2024-10-08
4. AMAZON COM INC   2015-07-01 2024-10-08
1. AMERICAN EXPRESS CO   2019-05-16 2024-10-08
1. ANALOG DEVICES INC   2020-12-17 2024-10-08
5. APPLE COMPUTER INC   2014-04-29 2024-10-08
6. BANK OF AMERICA CORPORATION   2016-11-09 2024-10-08
3. BOSTON SCIENTIFIC CORP   2016-12-05 2024-10-08
4. BRISTOL MYERS SQUIBB CO   2019-11-20 2024-10-08
3. CONOCOPHILLIPS   2021-03-03 2024-10-08
3. EXXON MOBIL CORP   2016-11-08 2024-10-08
2. FACEBOOK INC-A   2017-06-30 2024-10-08
1. ARTHUR J GALLAGHER & CO   2021-04-28 2024-10-08
1. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-10-08
2. INGERSOLL RAND INC   2021-07-07 2024-10-08
1. INTUITIVE SURGICAL INC NEW   2021-12-29 2024-10-08
1. MARTIN MARIETTA MATLS INC   2023-09-25 2024-10-08
1. MASTERCARD INC - CLASS A   2013-05-09 2024-10-08
1. MCDONALDS CORP   2019-06-10 2024-10-08
3. MICROSOFT CORP   2013-09-11 2024-10-08
2. MORGAN STANLEY DEAN WITTER & CO NEW   2015-06-04 2024-10-08
3. NEXTERA ENERGY INC   2021-11-02 2024-10-08
8. NVIDIA CORP   2018-10-08 2024-10-08
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2024-10-08
1. PROGRESSIVE CORP OHIO   2022-04-07 2024-10-08
1. REGENERON PHARMACEUTICALS INC   2021-01-28 2024-10-08
1. S&P GLOBAL INC   2022-12-02 2024-10-08
1. SALESFORCE.COM INC   2024-03-20 2024-10-08
3. SOUTHERN CO   2023-12-18 2024-10-08
1. T-MOBILE US INC   2022-08-31 2024-10-08
2. TEXAS INSTRS INC   2016-03-10 2024-10-08
1. UNITEDHEALTH GROUP INC   2014-05-08 2024-10-08
5. WELLS FARGO & CO NEW   2020-12-15 2024-10-08
1. EATON CORP PLC   2021-02-19 2024-10-08
1. LINDE PLC   2019-04-08 2024-10-08
1. NXP SEMICONDUCTORS NV   2020-11-02 2024-10-08
408.048 SIX CIRCLES US UNCONSTR EQ   2018-10-22 2024-10-09
1. INTUIT   2022-08-03 2024-10-10
1. INTUIT   2022-08-03 2024-10-11
1. INTUIT   2023-03-31 2024-10-14
1. DEERE & CO   2022-02-08 2024-10-15
1. DEERE & CO   2022-02-08 2024-10-16
1. DEERE & CO   2022-02-08 2024-10-17
836.427 AMERICAN BEACON AHL MGD-R5   2023-08-04 2024-10-21
270.343 BLACKSTONE ALT MULTI-STRAT-Y   2018-11-06 2024-10-21
406.971 K2 ALTERNATIVE STRAT-R6   2024-04-11 2024-10-21
476.33 NEUBERGER BERM LNG SHRT-INST     2024-10-21
873.373 PIMCO UNCONSTRAINED BD FD INSTL CL*   2021-07-22 2024-10-21
2. ABBVIE INC   2019-11-11 2024-10-31
2. ADVANCED MICRO DEVICES INC   2020-11-06 2024-10-31
5. ALPHABET INC-CL C   2014-09-09 2024-10-31
6. AMAZON COM INC   2015-07-01 2024-10-31
1. AMERICAN EXPRESS CO   2019-06-10 2024-10-31
1. ANALOG DEVICES INC   2020-12-17 2024-10-31
8. APPLE COMPUTER INC   2014-04-29 2024-10-31
8. BANK OF AMERICA CORPORATION   2016-11-09 2024-10-31
4. BOSTON SCIENTIFIC CORP   2016-12-05 2024-10-31
6. BRISTOL MYERS SQUIBB CO   2019-11-20 2024-10-31
4. CONOCOPHILLIPS   2021-03-03 2024-10-31
5. EXXON MOBIL CORP     2024-10-31
1. FACEBOOK INC-A   2017-06-30 2024-10-31
3. FISERV INC   2023-07-07 2024-10-31
1. ARTHUR J GALLAGHER & CO   2021-04-28 2024-10-31
1. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-10-31
1. HONEYWELL INTL INC   2013-10-23 2024-10-31
2. INGERSOLL RAND INC     2024-10-31
1. LILLY ELI & CO   2020-11-24 2024-10-31
1. LOWES COS INC   2011-09-28 2024-10-31
1. MASTERCARD INC - CLASS A   2015-04-22 2024-10-31
1. MCDONALDS CORP   2019-06-10 2024-10-31
4. MICROSOFT CORP   2013-09-11 2024-10-31
5. MONDELEZ INTERNATIONAL-W/I     2024-10-31
7. MONSTER BEVERAGE CORP   2022-06-17 2024-10-31
3. MORGAN STANLEY DEAN WITTER & CO NEW   2015-06-04 2024-10-31
3. NEXTERA ENERGY INC   2022-06-06 2024-10-31
1. NORFOLK SOUTHN CORP   2018-05-15 2024-10-31
14. NVIDIA CORP   2018-10-08 2024-10-31
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2024-10-31
1. OTIS WORLDWIDE CORP   2024-10-01 2024-10-31
2. PEPSICO INC   2016-02-24 2024-10-31
2. PROGRESSIVE CORP OHIO     2024-10-31
1. SALESFORCE.COM INC   2024-03-20 2024-10-31
404.383 SIX CIRCLES US UNCONSTR EQ   2018-10-22 2024-10-31
3. SOUTHERN CO   2023-12-18 2024-10-31
1. STRYKER CORP   2023-09-12 2024-10-31
2. TJX COS INC NEW   2023-02-07 2024-10-31
1. T-MOBILE US INC   2022-08-31 2024-10-31
1. TEXAS INSTRS INC   2016-03-10 2024-10-31
2. UNITEDHEALTH GROUP INC     2024-10-31
2. WASTE CONNECTIONS INC   2016-08-10 2024-10-31
5. WELLS FARGO & CO NEW   2020-12-15 2024-10-31
1. EATON CORP PLC   2021-02-19 2024-10-31
1. LINDE PLC   2019-04-08 2024-10-31
1. NXP SEMICONDUCTORS NV   2020-11-02 2024-10-31
5. DEERE & CO     2024-11-01
2. ANALOG DEVICES INC   2020-12-17 2024-11-13
15. ANALOG DEVICES INC     2024-11-13
6. CONOCOPHILLIPS     2024-11-21
1. CONOCOPHILLIPS   2021-03-18 2024-11-21
1. LILLY ELI & CO   2020-11-25 2024-11-21
19. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
1. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
1. T-MOBILE US INC   2022-08-31 2024-11-21
3. T-MOBILE US INC   2022-08-31 2024-11-21
1. LINDE PLC   2019-04-08 2024-11-21
1. LINDE PLC   2019-04-25 2024-11-21
1. LINDE PLC   2019-04-25 2024-11-21
4. MONSTER BEVERAGE CORP     2024-11-22
69. ISHARES TR 20+ TREAS INDEX FD   2024-04-18 2024-12-03
131. ISHARES TR 20+ TREAS INDEX FD     2024-12-03
57. ISHARES CORE MSCI EAFE ETF     2024-12-03
525. ISHARES BROAD USD HIGH YIELD     2024-12-03
120. JPMORGAN BETABUILDERS EUROPE ETF     2024-12-03
171. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-22 2024-12-03
191. JPMORGAN BETABUILDERS EUROPE ETF   2023-02-14 2024-12-03
145. JPMORGAN BETABUILDERS JAPAN ETF   2018-07-25 2024-12-03
49. JPMORGAN BETABUILDERS JAPAN ETF   2018-07-25 2024-12-03
2050.651 SIX CIRCLES CREDIT OPPORT     2024-12-03
307. VANGUARD LONG-TERM TREASURY ETF     2024-12-03
. MCKESSON CORP     2024-12-05
19. 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
14. NVIDIA CORP   2018-10-08 2024-12-17
7. T-MOBILE US INC     2024-12-17
12. T-MOBILE US INC     2024-12-17
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 1,593   771 822
b 8,734   5,553 3,181
c 3,357   3,332 25
d 13,721   14,437 -716
e 11,919   13,048 -1,129
34,389   36,267 -1,878
13,146   15,821 -2,675
1,623   771 852
893   67 826
951   292 659
1,430   751 679
22,974   11,196 11,778
4,877   2,953 1,924
711   374 337
1,180   660 520
2,008   2,246 -238
18,307   18,268 39
2,048   1,714 334
1,484   1,623 -139
16     16
2,448   509 1,939
16     16
10,730   5,252 5,478
3,910   3,439 471
8,978   7,883 1,095
1,267   1,111 156
4,152   3,650 502
7,043   5,021 2,022
135   93 42
679   464 215
9,810   10,079 -269
201   207 -6
7,841   4,397 3,444
2,625   495 2,130
642   286 356
1,927   866 1,061
1,336   2,030 -694
1,030   401 629
608   267 341
189   303 -114
379   468 -89
379   554 -175
188   234 -46
603   267 336
603   267 336
385   171 214
495   87 408
728   87 641
269   120 149
229   144 85
1,124   106 1,018
240   107 133
255   62 193
211   226 -15
331   161 170
364   227 137
1,179   302 877
293   140 153
234   127 107
197   99 98
477   366 111
523   407 116
496   55 441
301   201 100
1,243   98 1,145
216   78 138
243   256 -13
1,061   54 1,007
191   145 46
249   117 132
996   506 490
516   360 156
288   304 -16
269   214 55
212   145 67
406   110 296
581   77 504
288   148 140
335   128 207
469   185 284
236   137 99
7,504   4,032 3,472
620   463 157
618   463 155
616   445 171
403   387 16
406   387 19
405   387 18
8,348   8,381 -33
3,009   2,874 135
4,924   4,729 195
8,836   7,129 1,707
8,716   9,432 -716
408   171 237
290   171 119
882   146 736
1,115   131 984
270   123 147
223   144 79
1,817   169 1,648
336   143 193
336   83 253
327   338 -11
432   215 217
586   378 208
567   151 416
597   376 221
285   140 145
237   127 110
205   83 122
193   98 95
848   145 703
262   20 242
504   92 412
293   201 92
1,635   131 1,504
345   197 148
371   309 62
349   117 232
239   243 -4
252   150 102
1,863   94 1,769
202   145 57
99   104 -5
334   198 136
490   234 256
292   304 -12
7,311   3,995 3,316
274   214 60
357   295 62
225   160 65
224   145 79
202   55 147
1,134   154 980
356   105 251
325   148 177
325   128 197
459   185 274
234   137 97
2,001   1,921 80
428   286 142
3,204   2,406 798
684   321 363
112   54 58
745   144 601
1,020   840 180
54   44 10
237   145 92
709   434 275
452   185 267
452   176 276
453   176 277
216   185 31
6,420   6,130 290
12,189   20,771 -8,582
4,227   3,498 729
19,574   19,273 301
6,973   6,390 583
9,935   9,857 78
11,096   10,185 911
8,581   7,125 1,456
2,901   2,408 493
18,394   19,006 -612
17,949   17,781 168
11     11
2,375   2,247 128
991   488 503
987   488 499
1,804   94 1,710
1,567   1,007 560
2,663   1,650 1,013
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
      3,900
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       822
b       3,181
c       25
d       -716
e       -1,129
      -1,878
      -2,675
      852
      826
      659
      679
      11,778
      1,924
      337
      520
      -238
      39
      334
      -139
      16
      1,939
      16
      5,478
      471
      1,095
      156
      502
      2,022
      42
      215
      -269
      -6
      3,444
      2,130
      356
      1,061
      -694
      629
      341
      -114
      -89
      -175
      -46
      336
      336
      214
      408
      641
      149
      85
      1,018
      133
      193
      -15
      170
      137
      877
      153
      107
      98
      111
      116
      441
      100
      1,145
      138
      -13
      1,007
      46
      132
      490
      156
      -16
      55
      67
      296
      504
      140
      207
      284
      99
      3,472
      157
      155
      171
      16
      19
      18
      -33
      135
      195
      1,707
      -716
      237
      119
      736
      984
      147
      79
      1,648
      193
      253
      -11
      217
      208
      416
      221
      145
      110
      122
      95
      703
      242
      412
      92
      1,504
      148
      62
      232
      -4
      102
      1,769
      57
      -5
      136
      256
      -12
      3,316
      60
      62
      65
      79
      147
      980
      251
      177
      197
      274
      97
      80
      142
      798
      363
      58
      601
      180
      10
      92
      275
      267
      276
      277
      31
      290
      -8,582
      729
      301
      583
      78
      911
      1,456
      493
      -612
      168
      11
      128
      503
      499
      1,710
      560
      1,013
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 74,469
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 1,603
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 1,603
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 1,603
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,024
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 579
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,603
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
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 arrowWV
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowJPMORGAN CHASE BANK NA Telephone no.right arrow (866) 888-5157

Located atright arrow10 S DEARBORN IL1-0117CHICAGOIL 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
JPMORGAN CHASE BANK NA TRUSTEE
2 		29,838    
10 S DEARBORN IL1-0117
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
1,855,789
b
Average of monthly cash balances.......................
1b
41,711
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,897,500
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
1,897,500
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,463
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,869,037
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
93,452
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
93,452
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,603
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,603
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
91,849
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
91,849
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
91,849
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
81,883
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
81,883
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 91,849
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 67,842
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$ 81,883
a Applied to 2023, but not more than line 2a 67,842
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..... 14,041
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 .......... 		77,808
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

HEALTH ACCESS INC

489 WASHINGTON AVENUE
CLARKSBURG,WV26301 		NONE PC GENERAL 21,885

LOUIS BENNETT PUBLIC LIBRARY

148 COURT AVENUE
WESTON,WV26452 		NONE PC GENERAL 22,760

SOUTHERN AREA LIBRARY

120 MAIN STREET PO BOX 282
LOST CREEK,WV26385 		NONE PC GENERAL 5,690

Susan Dew Hoff Memorial Clinic

PO BOX 128 925 LIBERTY STREET
WEST MILFORD,WV26451 		NONE PC GENERAL 17,508
Total .................................right arrow 3a 67,843
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 57,614  
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 74,469  
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) ..   132,083  
13Total. Add line 12, columns (b), (d), and (e)..................
13
132,083
(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:
GEORGE F & ELAH P EVANS FOUNDATION TR
EIN:
57-6218604
Name of Bond End of Year Book Value End of Year Fair Market Value
464287432 ISHARES 20+ YEAR TRE    
54401E143 LORD ABBETT SHRT DUR 41,699 39,217
83002G702 SIX CIRCLES GLOBAL B 86,071 77,262
83002G884 SIX CIRCLES CREDIT O 76,905 78,145
921937835 VANGUARD TOTAL BOND    
92206C771 VANGUARD MORTGAGE-BA 58,814 57,809
92203J407 VANGUARD TOTAL INTL 36,553 36,935
92206C870 VANGUARD INT-TERM CO 36,797 37,165

TY 2024 InvestmentsCorpStockSchedule
Name:
GEORGE F & ELAH P EVANS FOUNDATION TR
EIN:
57-6218604
Name of Stock End of Year Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC 3,905 7,108
007903107 ADVANCED MICRO DEVIC    
02079K107 ALPHABET INC-CL C 3,463 16,187
02079K305 ALPHABET INC-CL A    
023135106 AMAZON.COM INC 11,396 23,475
025816109 AMERICAN EXPRESS CO 2,390 5,639
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 10,303 28,548
060505104 BANK OF AMERICA CORP 4,060 5,933
09062X103 BIOGEN INC    
09857L108 BOOKING HOLDINGS INC 3,845 9,937
101137107 BOSTON SCIENTIFIC CO 1,964 6,342
110122108 BRISTOL-MYERS SQUIBB 6,075 5,317
20825C104 CONOCOPHILLIPS 5,061 6,049
22160K105 COSTCO WHOLESALE COR 2,534 4,581
244199105 DEERE & CO    
30303M102 META PLATFORMS INC-C 6,815 19,907
315911750 FIDELITY 500 INDEX F 110,022 160,017
337738108 FISERV INC 4,771 6,984
363576109 ARTHUR J GALLAGHER & 2,444 4,825
43300A203 HILTON WORLDWIDE HOL 2,272 4,449
438516106 HONEYWELL INTERNATIO 1,156 3,162
45687V106 INGERSOLL RAND INC 1,960 3,347
461202103 INTUIT INC    
46120E602 INTUITIVE SURGICAL I 2,331 4,176
46432F842 ISHARES CORE MSCI EA 52,543 56,435
46641Q191 JPMORGAN BETABUILDER    
46641Q217 JPMORGAN BETABUILDER 51,296 56,317
46641Q225 JPMORGAN BETABUILDER 27,274 40,589
46641Q233 JPMORGAN BETABUILDER 30,053 28,178
518439104 ESTEE LAUDER COMPANI    
532457108 ELI LILLY & CO 724 3,860
548661107 LOWE'S COS INC 912 2,962
57636Q104 MASTERCARD INC - A 7,085 13,164
580135101 MCDONALD'S CORP 6,043 6,957
594918104 MICROSOFT CORP 5,556 32,034
609207105 MONDELEZ INTERNATION 2,645 3,106
617446448 MORGAN STANLEY 2,538 7,417
65339F101 NEXTERA ENERGY INC 4,964 4,373
655844108 NORFOLK SOUTHERN COR 3,548 4,459
67066G104 NVIDIA CORP 4,053 32,767
679580100 OLD DOMINION FREIGHT 2,523 3,175
713448108 PEPSICO INC 4,086 4,866
723787107 PIONEER NATURAL RESO    
75886F107 REGENERON PHARMACEUT 2,480 2,849
78462F103 SPDR S&P 500 ETF TRU 95,722 280,732
83002G306 SIX CIRCLES US UNCON 166,791 256,215
83002G405 SIX CIRCLES INTL UNC 145,193 156,658
882508104 TEXAS INSTRUMENTS IN 3,144 5,813
883556102 THERMO FISHER SCIENT 2,688 2,601
91324P102 UNITEDHEALTH GROUP I 5,072 11,635
94106B101 WASTE CONNECTIONS IN 1,629 3,603
949746101 WELLS FARGO & CO 4,043 7,516
G29183103 EATON CORP PLC 2,416 5,974
N07059210 ASML HOLDING NV-NY R 1,944 2,772
N6596X109 NXP SEMICONDUCTORS N 4,317 4,365
30231G102 EXXON MOBIL CORP 7,679 9,789
61174X109 MONSTER BEVERAGE COR 1,978 2,260
743315103 PROGRESSIVE CORP 4,043 8,147
78409V104 S&P GLOBAL INC 3,223 4,482
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 4,305 5,165
842587107 THE SOUTHERN COMPANY 5,937 6,256
863667101 STRYKER CORP 3,547 4,321
872540109 TJX COMPANIES INC 2,293 3,383
G54950103 LINDE PLC 3,571 6,699
11135F101 BROADCOM INC 6,650 6,492
127387108 CADENCE DESIGN SYS I 2,762 2,704
254687106 WALT DISNEY CO/THE 4,469 4,343
315911727 FIDELITY INTL INDX-I 3,721 3,684
68902V107 OTIS WORLDWIDE CORP 5,138 4,631
79466L302 SALESFORCE INC 6,571 7,690
824348106 SHERWIN-WILLIAMS CO/ 2,282 2,040

TY 2024 InvestmentsOtherSchedule2
Name:
GEORGE F & ELAH P EVANS FOUNDATION TR
EIN:
57-6218604
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 28,855 28,564
64128R608 NEUBERGER BERM LNG S AT COST 8,503 10,079
72201M487 PIMCO DYNAMIC BOND-I      
024525669 AMERICAN BEACON AHL      
72201U638 PIMCO MRTG OPP & BND AT COST 16,762 16,476
83002G876 SIX CIRCLES MULTI-ST AT COST 39,723 39,565

TY 2024 OtherDecreasesSchedule
Name:
GEORGE F & ELAH P EVANS FOUNDATION TR
EIN:
57-6218604
Description Amount
ADJUSTMENT OF CARRYING VALUE 2,000
2024 TRANSACTION POSTED IN 2025 1,210
MUTUAL FUND ADJUSTMENT 1


TY 2024 OtherIncreasesSchedule
Name:
GEORGE F & ELAH P EVANS FOUNDATION TR
EIN:
57-6218604
Description Amount
2023 TRANSACTION POSTED IN 2024 1,191
ROUNDING 3


TY 2024 TaxesSchedule
Name:
GEORGE F & ELAH P EVANS FOUNDATION TR
EIN:
57-6218604
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 44 44   0
FEDERAL TAX PAYMENT - PRIOR YE 411 0   0
FEDERAL ESTIMATES - INCOME 1,024 0   0
FOREIGN TAXES ON QUALIFIED FOR 799 799   0
FOREIGN TAXES ON NONQUALIFIED 154 154   0