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
John Marshall Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)429 Willow Wood Dr
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Palatine, IL60074
A Employer identification number

26-6107463
B Telephone number (see instructions)

(224) 595-8520
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$11,396,734J 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... 80,711 80,711  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 142,106
b Gross sales price for all assets on line 6a 378,405
7 Capital gain net income (from Part IV, line 2)... 142,106
8 Net short-term capital gain.........  
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........ 222,817 222,817  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,622 4,517   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30 30   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,652 4,547   0
25 Contributions, gifts, grants paid....... 276,585 276,585
26 Total expenses and disbursements. Add lines 24 and 25 280,237 4,547   276,585
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -57,420
b Net investment income (if negative, enter -0-) 218,270
c Adjusted net income (if negative, enter -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............. 19,847    
2 Savings and temporary cash investments.........   3,260 3,260
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 28,154 Click to see attachment
List of Attached Documents:
// Content
28,893 		28,173
b Investments—corporate stock (attach schedule)....... 2,955,766 Click to see attachment
List of Attached Documents:
// Content
2,813,072 		11,048,245
c Investments—corporate bonds (attach schedule).......      
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 Click to see attachment
List of Attached Documents:
// Content
98,291 		317,056
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,003,767 2,943,516 11,396,734
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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,003,767 2,943,516
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 3,003,767 2,943,516
30 Total liabilities and net assets/fund balances (see instructions). 3,003,767 2,943,516
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,003,767
2
Enter amount from Part I, line 27a .....................
2
-57,420
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,500
4
Add lines 1, 2, and 3 ..........................
4
2,947,847
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,331
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,943,516
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 CALL NVDA P 2024-09-13 2024-09-16
b PANDORA MEDIA P 2024-09-06 2024-09-06
c APPLE P 2014-02-26 2024-12-24
d CHIPOTLE P 2015-12-22 2024-12-05
e CONSTELLATION ENERGY P 2012-11-08 2024-09-30
EAGLE PHARM P 2018-01-30 2024-08-08
GE VERNOVA P 2019-03-07 2024-04-05
GOGO INC P 2013-07-08 2024-08-08
GOLDMAN SACH P 2017-01-17 2024-11-25
LL FLOORING P 2015-04-29 2024-09-30
MICROSOFT P 2012-12-10 2024-12-05
NATURA & CO P 2013-10-01 2024-09-04
NVIDA P 2019-01-02 2024-12-27
PELOTON P 2019-12-27 2024-08-08
PHILIP MORRIS P 2020-09-30 2024-10-30
SIRIUSXM P 2014-10-24 2024-11-26
SOFI TECH P 2022-01-26 2024-11-22
TEVA PHARM P 2020-11-06 2024-05-14
AMERICAN ELEC P 2002-01-24 2024-10-17
DUKE ENERGY P 2002-01-24 2024-10-17
JPMORGAN CHASE P 2010-11-03 2024-10-30
NEXTERA ENERGY P 1984-03-07 2024-10-17
OLLAMANI SAB P 1980-02-01 2024-08-08
XCEL ENERGY P 2002-01-24 2024-09-30
(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 6,683     6,683
b 152     152
c 48,666   4,170 44,496
d 4,756   807 3,949
e 773   84 689
2,075   30,771 -28,696
91   35 56
14,870   29,364 -14,494
23,192   10,674 12,518
33   52,208 -52,175
10,992   675 10,317
2,774   27,997 -25,223
186,139   6,583 179,556
5,042   44,845 -39,803
7,909   4,888 3,021
1,172   6,328 -5,156
3,797   3,303 494
16,000   9,206 6,794
19,430   1,792 17,638
2,998   318 2,680
1,345   180 1,165
12,129   149 11,980
870   1,385 -515
6,517   537 5,980
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       6,683
b       152
c       44,496
d       3,949
e       689
      -28,696
      56
      -14,494
      12,518
      -52,175
      10,317
      -25,223
      179,556
      -39,803
      3,021
      -5,156
      494
      6,794
      17,638
      2,680
      1,165
      11,980
      -515
      5,980
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 2 142,106
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,034
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,034
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,034
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,728
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,728
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 10 694
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow694 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDENISE PERKINS Telephone no.right arrow (224) 595-8520

Located atright arrow710 N HADDOW AVEARLINGTON HEIGHTSIL ZIP+4right arrow60004
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)
 
No
(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
 
 
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
MARCIA MARSHALL TRUSTEE
2.00 		0 0 0
429 WILLOW WOOD DR
PALATINE,IL60074
DENISE PERKINS TRUSTEE
2.00 		0 0 0
710 N HADDOW AVE
ARLINGTON HEIGHTS,IL60004
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 arrow0
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
10,036,768
b
Average of monthly cash balances.......................
1b
3,101
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,039,869
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
10,039,869
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
150,598
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,889,271
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
494,464
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
494,464
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,034
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,034
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
491,430
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
491,430
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
491,430
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
276,585
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
276,585
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 7 491,430
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 271,503
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 276,585
a Applied to 2023, but not more than line 2a 271,503
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..... 5,082
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 .......... 		486,348
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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

VANDERBILT UNIVERSITY MEDICAL CENTER

3322 WEST END AVE SUITE 900
NASHVILLE,TN37203 		    UNRESTRICTED 1,000

NCH FOUNDATION

3040 W Salt Creek Lane
ARLINGTON HEIGHTS,IL60005 		    UNRESTRICTED 10,000

LITTLE SISTERS OF THE POOR

80 W NORTHWEST HWY
PALATINE,IL600673580 		    UNRESTRICTED 2,000

MUNDELEIN SEMINARY

1000 E MAPLE AVE
MUNDELEIN,IL600601174 		    UNRESTRICTED 2,000

UNIVERSITY OF ILLINOIS FOUNDATION

1305 W GREEN
URBANA,IL61801 		    UNRESTRICTED 2,000

MISERICORDIA HOME

6300 N RIDGE
CHICAGO,IL60660 		    UNRESTRICTED 5,000

ANN & ROBERT LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION

225 E CHICAGO AVE BOX 4
CHICAGO,IL606112991 		    UNRESTRICTED 2,000

FOUNDATION FOR OPTHALMOLOGICAL CARE FROM THE UNITED STATES

338 RIDGE RD
BARRINGTON,IL60010 		    UNRESTRICTED 2,000

AID FOR WOMEN

8 S MICHIGAN AVE SUITE 1418
CHICAGO,IL60603 		    UNRESTRICTED 2,000

COVENANT HOUSE

461 EIGHTH AVE
NEW YORK,NY10001 		    UNRESTRICTED 2,000

SHRINERS CHILDREN'S

2900 ROCKY POINT DR
TAMPA,FL33607 		    UNRESTRICTED 2,000

JOURNEY'S THE ROAD HOME

1140 E NORTHWEST HWY
PALATINE,IL60074 		    UNRESTRICTED 3,000

DAV

PO BOX 14301
CINCINNATI,OH45250 		    UNRESTRICTED 1,000

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607 		    UNRESTRICTED 4,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH ST NW SUITE 700
WASHINGTON,DC200013723 		    UNRESTRICTED 2,000

ST LABRE INDIAN SCHOOL

112 ST LABRE WAY CAMPUS DR
ASHLAND,MT59003 		    UNRESTRICTED 1,000

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVE
NEW YORK,NY10065 		    UNRESTRICTED 2,000

NORTHWESTERN MEMORIAL FOUNDATION

541 N FAIRBANKS CT SUITE 800
CHICAGO,IL60611 		    UNRESTRICTED 10,000

OPERATION SMILE

3641 FACULTY BLVD
VIRGINIA BEACH,VA23453 		    UNRESTRICTED 1,000

YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION

PO BOX 80807
BILLINGS,MT591080807 		    UNRESTRICTED 1,000

Cal Farley's Boys Ranch

60 SW 1TH AVE
AMARILLO,TX791013228 		    UNRESTRICTED 1,000

CATHOLIC MEDICAL MISSION - CMMB

100 WALL ST FLOOR 9
NEW YORK,NY10005 		    UNRESTRICTED 2,000

LUPUS FOUNDATION OF AMERICA

2121 K STREET SUITE 200
WASHINGTON,DC20037 		    UNRESTRICTED 1,000

WOUNDED WARRRIOR PROJECT

4899 BELFORT RD SUITE 300
JACKSONVILLE,FL32256 		    UNRESTRICTED 2,000

SOCIETY OF ST VINCENT DEPAUL

455 N BENTON ST
PALATINE,IL60067 		    UNRESTRICTED 3,000

SARAH'S CIRCLE

4838 N SHERIDAN
CHICAGO,IL60640 		    UNRESTRICTED 1,000

FILL A HEART 4 KIDS

1 MARKET SQUARE
LAKE FOREST,IL60045 		    UNRESTRICTED 1,500

LAKE COUNTY HAVEN

PO BOX 127
LIBERTYVILLE,IL60048 		    UNRESTRICTED 1,500

ST VINCENT DEPAUL

66 PROGRESS PARKWAY
MARYLAND HEIGHTS,MO630433706 		    UNRESTRICTED 2,500

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN CT
GENEVA,IL60134 		    UNRESTRICTED 2,500

PADS Lake County

1800 GRAND AVE
WAUKEGAN,IL60085 		    UNRESTRICTED 2,500

ST JOSEPH INDIAN SCHOOL

PO BOX 326
CHAMBERLAIN,SD57326 		    UNRESTRICTED 1,000

SISTERS OF NOTRE DAME DE NAMUR

701 E COLUMBIA AVE
CINCINNATI,OH45215 		    UNRESTRICTED 2,000

CATHOLIC CHARITIES

721 N LASALLE ST
CHICAGO,IL60654 		    UNRESTRICTED 2,000

CLEARBROOK

1835 W CENTRAL RD
ARLINGTON HEIGHTS,IL60005 		    UNRESTRICTED 2,000

MISERICORDIA FOUNDATION

6300 N RIDGE
CHICAGO,IL60660 		    UNRESTRICTED 2,000

MISERICORDIA HOME

6300 N RIDGE
CHICAGO,IL60660 		    UNRESTRICTED 100

Madonna Mission

1706 W MORSE AVE
CHICAGO,IL60657 		    UNRESTRICTED 2,500

THE NIGHT MINISTRY

1735 NASHLAND AVE SUITE 2000
CHICAGO,IL60622 		    UNRESTRICTED 2,000

THE CRADLE

2049 RIDGE AVE
EVANSTON,IL60201 		    UNRESTRICTED 2,000

WINGS PROGRAMS INC

PO BOX 95615
PALATINE,IL60095 		    UNRESTRICTED 2,000

SHELTER INC

1616 ARLINGTON HEIGHTS RD
ARLINGTON HEIGHTS,IL60004 		    UNRESTRICTED 2,000

GOOD SHEPHERD MANOR

4129 N STATE ROUTE 1-17 PO BOX 260
MOMENCE,IL60954 		    UNRESTRICTED 1,000

GOOD SHEPHERD MANOR

4129 N STATE ROUTE 1-17 PO BOX 260
MOMENCE,IL60954 		    UNRESTRICTED 1,500

ISBA

2211 N OAK PARK AVE
CHICAGO,IL60707 		    UNRESTRICTED 2,000

THE WELL OF MERCY

6339 N FAIRFIELD AVE
CHICAGO,IL60659 		    UNRESTRICTED 2,000

LIFE LEGAL DEFENSE FOUNDATION

PO BOX 2105
NAPA,CA94558 		    UNRESTRICTED 2,000

STUDENTS FOR LIFE OF AMERICA

1000 WINCHESTER ST SUITE 301
FREDERICKSBURG,VA22401 		    UNRESTRICTED 1,000

SWIM ACROSS AMERICA

8508 PARK RD389
CHARLOTTE,NC28210 		    UNRESTRICTED 2,000

NATIONAL KIDNEY ASSOCIATION

215 W ILLINOIS ST SUITE 1C
CHICAGO,IL60654 		    UNRESTRICTED 500

MISERICORDIA FOUNDATION

6300 N RIDGE
CHICAGO,IL60660 		    UNRESTRICTED 500

MISSION OF OUR LADY OF THE ANGELS

3808 W IOWA ST
CHICAGO,IL60651 		    UNRESTRICTED 2,000

MISERICORDIA FAMILY ASSOCIATION

6300 N RIDGE
CHICAGO,IL60660 		    UNRESTRICTED 5,000

GREATER CHICAGO FOOD DEPOSITORY

4100 WEST ANN LURIE PLACE
CHICAGO,IL606323920 		    UNRESTRICTED 1,000

LEUKEMIA & LYMPHOMA

3 INTERNATIONAL DR SUITE 200
RYE BROOK,NY10573 		    UNRESTRICTED 1,000

LITTLE SISTERS OF THE POOR

80 W NORTHWEST HWY
PALATINE,IL600673580 		    UNRESTRICTED 1,000

ANN & ROBERT LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION

225 E CHICAGO AVE BOX 4
CHICAGO,IL606112991 		    UNRESTRICTED 1,000

MPN RESEARCH FOUNDATION

PO BOX 2690
CAROL STREAM,IL601322690 		    UNRESTRICTED 9,000

EB RESEARCH PARTNERSHIP

132 E 43RD ST SUITE 432
NEW YORK,NY10017 		    UNRESTRICTED 1,000

SARCOMA FOUNDATION OF AMERICA

9899 MAIN ST SUITE 204
DAMASCUS,MD20872 		    UNRESTRICTED 2,000

JACK'S BASKET

1170 RED FOCX RD
ARDEN HILLS,MN55112 		    UNRESTRICTED 1,000

MISERICORDIA FOUNDATION

6300 N RIDGE
CHICAGO,IL60660 		    UNRESTRICTED 100

CYSTIC FIBROSIS FOUNDATION

PO BOX 97372
WASHINGTON,DC200907372 		    UNRESTRICTED 1,500

MUNDELEIN SEMINARY

1000 E MAPLE AVE
MUNDELEIN,IL600601174 		    UNRESTRICTED 2,000

LITTLE SISTERS OF THE POOR

80 W NORTHWEST HWY
PALATINE,IL600673580 		    UNRESTRICTED 1,000

ARCHDIOCESE OF CHICAGO ANNUAL CATHOLIC APPEAL

835 N RUSH ST
CHICAGO,IL606112030 		    UNRESTRICTED 1,500

AVENUES TO INDEPENDENCE

515 BUSSE HWY
PARK RIDGE,IL60068 		    UNRESTRICTED 2,000

CATHOLIC CHARITIES

721 N LASALLE ST
CHICAGO,IL60054 		    UNRESTRICTED 5,000

AND THEN THERE WERE NONE

PO BOX 2571
ROUND ROCK,TX786802571 		    UNRESTRICTED 1,000

SLSF

3000 W CENTRAL RD SUITE 205
ROLLING MEADOWS,IL60008 		    UNRESTRICTED 2,000

SALVATION ARMY

5040 N PULASKI RD
CHICAGO,IL606302788 		    UNRESTRICTED 2,000

HERSEY INSTRUMENTAL

1900 E THOMAS ST
ARLINGTON HEIGHTS,IL60004 		    UNRESTRICTED 2,000

NEWMAN CATHOLIC STUDENT CENTER

104 E JEFFERSON ST
IOWA CITY,IA52245 		    UNRESTRICTED 2,000

ILLINI 4000

PO BOX 2431
CHAMPAIGN,IL61825 		    UNRESTRICTED 1,000

HAITIAN COMM ORG

PO BOX 5465
EVANSTON,IL60204 		    UNRESTRICTED 1,000

MUSCULAR DYSTROPHY ASSOCIATION

PO BOX 97075
WASHINGTON,DC200907075 		    UNRESTRICTED 1,000

ST JUDES CHILDRENS RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		    UNRESTRICTED 2,000

UNIVERSITY OF ILLINOIS FOUNDATION

1305 W GREEN
URBANA,IL61801 		    UNRESTRICTED 2,000

AID FOR WOMEN

8 S MICHIGAN AVE SUITE 1418
CHICAGO,IL60603 		    UNRESTRICTED 1,000

MERCY SHIPS

PO BOX 1930
GARDEN VALLEY,TX757711930 		    UNRESTRICTED 1,000

SHELTER INC

1616 ARLINGTON HEIGHTS RD
ARLINGTON HEIGHTS,IL60004 		    UNRESTRICTED 2,000

SISTERS OF MARY WORLD VILLAGES FOR CHILDREN

4200 PARLIAMENT PLACE SUITE 230
LANHAM,MD20706 		    UNRESTRICTED 2,000

DANA-FARBER CANCER INSTITUTE

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA024457226 		    UNRESTRICTED 2,000

MILL CITY CHURCH OF MINNEAPOLIS

685 13TH AVE
MINNEAPOLIS,MN55413 		    UNRESTRICTED 1,000

STATUE OF LIBERTY-ELLIS ISLAND FOUNDATION

17 BATTERY PLACE SUITE 324
NEW YORK,NY100043507 		    UNRESTRICTED 500

LUSTGARTEN PANCREATIC CANCER RESEARCH

504 RXR PLAZA
UNIONDALE,NY11556 		    UNRESTRICTED 3,000

SOS CHILDREN'S VILLAGES

1620 I STREET NW SUITE 220
WASHINGTON,DC20006 		    UNRESTRICTED 2,000

GIGI'S PLAYHOUSE

2350 W HIGGINS RD
HOFFMAN ESTATES,IL60169 		    UNRESTRICTED 4,000

Madonna Mission

1706 W MORSE AVE
CHICAGO,IL60657 		    UNRESTRICTED 4,000

BETH EMET THE FREE SYNAGOGUE

1224 DEMPSTER ST
EVANSTON,IL60202 		    UNRESTRICTED 2,000

Daily Bread Soup Kitchen

PO BOX 648
CHAMPAIGN,IL618240648 		    UNRESTRICTED 2,000

AMERICAN CANCER ASSOCIATION

PO BOX 6704
HAGERSTOWN,MD21741 		    UNRESTRICTED 100

CLEARBROOK

1835 W CENTRAL RD
ARLINGTON HEIGHTS,IL60005 		    UNRESTRICTED 1,000

AMERICAN RED CROSS

2200 W HARRISON ST
CHICAGO,IL60612 		    UNRESTRICTED 1,000

TUNNEL TO TOWERS

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		    UNRESTRICTED 1,000

NAMI

4301 WILSON BLVD
ARLINGTON,VA22203 		    UNRESTRICTED 1,000

MARINE TOYS FOR TOTS FOUNDATION

PO BOX 5036
BOONE,IA509500036 		    UNRESTRICTED 500

LEMONS OF LOVE

406 W CENTRAL RD
MT PROSPECT,IL60056 		    UNRESTRICTED 2,000

LITTLE CITY FOUNDATION

1760 W ALGONQUIN RD
PALATINE,IL60067 		    UNRESTRICTED 1,000

NSSEO FOUNDATION

799 W KENSINGTON RD
MOUNT PROSPECT,IL60056 		    UNRESTRICTED 2,000

ST GALL PARISH & ST SIMON CHAPEL

5511 S SAWYER AVE
CHICAGO,IL60629 		    UNRESTRICTED 2,000

RISE AGAINST HUNGER

4801 GLENWOOD AVE SUITE 200
RALEIGH,NC27612 		    UNRESTRICTED 2,000

RONALD MCDONALD HOUSE

110N CARPENTER ST
CHICAGO,IL60607 		    UNRESTRICTED 2,500

PUPPIES BEHIND BARS

263 W 38TH ST 4TH FLOOR
NEW YORK,NY10018 		    UNRESTRICTED 2,500

SARAH'S CIRCLE

4838 N SHERIDAN
CHICAGO,IL60640 		    UNRESTRICTED 2,500

SPECIAL OLYMPICS

2600 VIRGINIA AVE NW 11TH FLOOR
WASHINGTON,DC20037 		    UNRESTRICTED 3,000

NATIONAL FOREST FOUNDATION

FORT MISSION ROAD BUILDING 27 SUITE
3
MISSOULA,MT59804 		    UNRESTRICTED 2,500

NEEDY FAMILY FOUNDATION

721 S QUENTIN RD
PALATINE,IL60067 		    UNRESTRICTED 3,000

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVE SUITE 1100N
BETHESDA,MD20814 		    UNRESTRICTED 1,000

ST JUDES CHILDRENS RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		    UNRESTRICTED 750

CATHOLIC CHARITIES

721 N LASALLE ST
CHICAGO,IL60654 		    UNRESTRICTED 750

FOUNDATION FOR OPTHALMOLOGICAL CARE FROM THE UNITED STATES

338 RIDGE RD
BARRINGTON,IL60010 		    UNRESTRICTED 750

ST JOHNS CATHOLIC CHAPEL

604 E ARMORY AVE
CHAMPAIGN,IL61820 		    UNRESTRICTED 750

Rebecca's Homestead

11 BEEMER CHURCH RD
WANTAGE,NJ07461 		    UNRESTRICTED 750

ST RAYMOND CHURCH

301 S I-OKA
MOUNT PROSPECT,IL60056 		    UNRESTRICTED 500

BARTH SYNDROME

2005 PALMER AVE 1033
LARCHMONT,NY10538 		    UNRESTRICTED 500

THE REFUGE CENTER

201 W KENYON RD SUITE 4D
CHAMPAIGN,IL61820 		    UNRESTRICTED 500

AMERICAN SOCIETY FOR THE DEAF

PO BOX 23
WOODBINE,MD21797 		    UNRESTRICTED 500

L'CHAIM CHAVERUT CLUBHOUSE NORTHSHORE

PO BOX 170602
GLENDALE,WI53217 		    UNRESTRICTED 500

TEAM JOSEPH

5745 W MAPLE RD SUITE 204
WEST BLOOMFIELD TOWNSH,MI48322 		    UNRESTRICTED 250

ADVOCATE CHARITABLE FOUNDATION

2025 WINDSOR DR
OAK BROOK,IL60523 		    UNRESTRICTED 1,000

CHARITY NAVIGATOR

PO BOX 6002
BELLMAWR,NJ080996002 		    UNRESTRICTED 1,000

AARP FOUNDATION

601 E STREET NW
WASHINGTON,DC20049 		    UNRESTRICTED 1,000

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO802214488 		    UNRESTRICTED 2,000

CHICAGO COALITION TO END HOMELESSNESS

70 E LAKE ST SUITE 720
CHICAGO,IL60601 		    UNRESTRICTED 1,000

READING IS FUNDAMENTAL

750 FIRST ST NE SUITE 920
WASHINGTON,DC20002 		    UNRESTRICTED 1,000

SHORE COMMUNITY SERVICES

8350 LARAMIE AVE
SKOKIE,IL60077 		    UNRESTRICTED 1,000

MOTHERS TRUST FOUNDATION

400 E ILLINOIS RD
LAKE FOREST,IL60045 		    UNRESTRICTED 2,000

South County HEalth

100 KENYON AVE
WAKEFIELD,RI02879 		    UNRESTRICTED 5,000

MONSIGNOR CLARKE SCHOOL

5074 TOWER HILL RD
WAKEFIELD,RI02879 		    UNRESTRICTED 5,000

ST FRANCIS OF ASSISI PARISH

128 HIGH STREET
SOUTH KINGSTOWN,RI02879 		    UNRESTRICTED 1,500

CHRIST THE KING PARISH

180 OLD NORTH RD
KINGSTON,RI02881 		    UNRESTRICTED 1,500

LOAVES AND FISHES

1871 HIGH GROVE LANE
NAPERVILLE,IL60540 		    UNRESTRICTED 1,000

HORIZONS FOR THE BLIND

125 ERICK ST A103
CRYSTAL LAKE,IL600144404 		    UNRESTRICTED 1,000

FEED THE HUNGRY

530 E IRELAND RD
SOUTH BEND,IN46614 		    UNRESTRICTED 1,000

MISERICORDIA FOUNDATION

6300 N RIDGE
CHICAGO,IL60660 		    UNRESTRICTED 10,000

ST THERESA PARISH

455 N BENTON ST
PALATINE,IL60067 		    UNRESTRICTED 3,500

OASIS FOR ORPHANS

PO BOX 1144
WHEATON,IL60187 		    UNRESTRICTED 2,500

ST THERESA CHURCH

455 N BENTON ST
PALATINE,IL60067 		    UNRESTRICTED 5,000

ST THERESA CHURCH

455 N BENTON ST
PALATINE,IL60067 		    UNRESTRICTED 285

GOOD SHEPHERD MANOR

4129 N STATE ROUTE 1-17 PO BOX 260
MOMENCE,IL60954 		    UNRESTRICTED 3,000
Total .................................right arrow 3a 276,585
bApproved for future payment
Total ................................. right arrow 3b 0
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 80,711  
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 ............ 		    18 142,106  
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) .. 0 222,817 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
222,817
(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 InvestmentsCorpStockSchedule
Name:
John Marshall Family Foundation
EIN:
26-6107463
Name of Stock End of Year Book Value End of Year Fair Market Value
ALCOA 8,274 12,581
ALIBABA GROUP HOLDING LTD ADR 210,776 133,544
ALPHABET 44,583 95,220
AMAZON 129,220 329,085
AMERICAN ELECTRIC POWER CO INC 6,701 92,230
APPLE INC 65,817 901,512
AT&T INC 7,810 56,925
BAXTER 40,117 29,160
BOEING CO 60,268 75,225
CARNIVAL CORP 68,784 99,680
CHIPOTLE MEXICAN GRILL INC CLASS A 106,674 703,701
COMCAST CORP CLASS A 1,986 22,518
CONSTELLATION ENERGY 9,271 73,824
DUKE ENERGY CORP 6,372 53,870
ENBRIDGE INC COM 5,146 33,944
EXELON CORP 22,715 37,640
FIRST SOLAR INC 33,018 96,932
FIRSTENERGY CORP 766 39,780
GE HEALTHCARE 6,239 9,773
GOLDMAN SACHS GROUP INC 172,866 460,959
GRUPO TELEVISA SAB 10,092 2,659
HERTZ GLOBAL HLDGS 137,899 18,300
HOWMET AEROSPACE INC 18,724 109,370
INTERNATIONAL PAPER 27,475 40,365
JABIL INC 22,616 215,850
JPMORGAN CHASE & CO 11,667 93,487
KEYCORP 48,788 77,130
KOHLS CORP 36,792 8,424
LYFT INC 70,089 19,995
MICRON TECHNOLOGY INC 66,441 168,320
MICROSOFT CORP 60,097 937,838
NEXTERA ENERGY INC 2,040 146,965
NUTRIEN LTD 34,882 15,663
NVIDIA CORP 95,679 3,737,962
PAYPAL HLDGS INC. 283,208 170,700
PFIZER INC 149,497 112,753
PHILIP MORRIS INTERNATIONAL INC 36,472 58,370
REVVITY INC 26,627 111,610
SALESFORCE.COM INC 62,625 334,330
SIRIUS XM HOLDINGS INC 36,158 6,840
SOFI TECH 23,122 26,950
TEVA PHARMACEUTICAL INDUSTRIES LTD ADR 50,634 121,220
TRANSOCEAN LTD 125,149 30,000
UBER TECHNOLOGIES INC 31,580 90,480
VEEVA SYSTEMS INC 24,906 210,250
WAL MART STORES INC 68,457 271,050
WARNER BROS DISC 2,382 6,384
WORKDAY INC 57,081 167,720
XCEL ENERGY INC 5,370 67,520
CROWDSTRIKE 79,942 119,756
GE AEROSPACE 17,287 62,546
GE VERNOVA 4,398 30,590
TAIWAN SEMICONDUCTOR 77,493 98,745

TY 2024 InvestmentsGovtObligationsSch
Name:
John Marshall Family Foundation
EIN:
26-6107463
US Government Securities - End of Year Book Value:

28,893
US Government Securities - End of Year Fair Market Value:

28,173
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
John Marshall Family Foundation
EIN:
26-6107463
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES RUSSELL 2000 FMV 36,163 38,668
SPDR S&P 500 FMV 62,128 278,388

TY 2024 OtherDecreasesSchedule
Name:
John Marshall Family Foundation
EIN:
26-6107463
Description Amount
ROUNDING/BASIS ADJUSTMENT 2,331
2023 GRANT CLEARED IN 2024 2,000


TY 2024 OtherExpensesSchedule
Name:
John Marshall Family Foundation
EIN:
26-6107463
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ILLINOIS FILING FEE 15 15   0
CHECK FEE 15 15   0


TY 2024 OtherIncreasesSchedule
Name:
John Marshall Family Foundation
EIN:
26-6107463
Description Amount
2024 GRANT NOT CLEARED 1,500


TY 2024 TaxesSchedule
Name:
John Marshall Family Foundation
EIN:
26-6107463
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INCOME TAX 2,833 3,728   0
FOREIGN TAX 789 789   0