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
HELEN GRANT TRUST XXXXX0008
 
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

36-6636282
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,525,377J 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... 166,496 166,496  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 181,251
b Gross sales price for all assets on line 6a 1,110,440
7 Capital gain net income (from Part IV, line 2)... 181,251
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........ 347,747 347,747  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,190 37,634   29,556
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
6,624 3,011   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,829 40,645 0 29,571
25 Contributions, gifts, grants paid....... 204,321 204,321
26 Total expenses and disbursements. Add lines 24 and 25 278,150 40,645 0 233,892
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 69,597
b Net investment income (if negative, enter -0-) 307,102
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............. 51,609 16,180 16,180
2 Savings and temporary cash investments......... 48,215 218,906 218,906
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,447,838 Click to see attachment
List of Attached Documents:
// Content
2,244,674 		4,031,547
c Investments—corporate bonds (attach schedule)....... 928,428 Click to see attachment
List of Attached Documents:
// Content
1,016,191 		989,644
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).......... 219,337 Click to see attachment
List of Attached Documents:
// Content
263,550 		269,100
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) 3,695,427 3,759,501 5,525,377
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,695,427 3,759,501
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,695,427 3,759,501
30 Total liabilities and net assets/fund balances (see instructions). 3,695,427 3,759,501
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
3,695,427
2
Enter amount from Part I, line 27a .....................
2
69,597
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,566
4
Add lines 1, 2, and 3 ..........................
4
3,767,590
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,089
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,759,501
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 165. VANGUARD BD INDEX TOTAL BD MKT ETF   2023-06-16 2024-01-24
b 506. VANGUARD BD INDEX TOTAL BD MKT ETF   2022-06-06 2024-01-24
c 944. VANGUARD TOTAL INTL BOND ETF   2022-02-15 2024-01-24
d 19. ADVANCED MICRO DEVICES INC   2023-03-28 2024-01-29
e 12. ADVANCED MICRO DEVICES INC   2020-11-06 2024-01-29
. WELLS FARGO & CO NEW     2024-02-06
201. VANGUARD TOTAL INTL BOND ETF   2023-06-16 2024-02-22
1799. VANGUARD TOTAL INTL BOND ETF   2022-02-15 2024-02-22
961. VANGUARD MORTGAGE-BACKED SEC   2020-10-29 2024-02-22
139. ISHARES TR 20+ TREAS INDEX FD   2023-11-08 2024-03-19
385. ISHARES TR 20+ TREAS INDEX FD   2019-09-24 2024-03-19
29. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
4. NVIDIA CORP   2023-03-07 2024-03-20
4. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-03-20
21. NXP SEMICONDUCTORS NV   2019-02-20 2024-03-20
132.229 FIDELITY 500 INDEX FUND   2023-12-12 2024-04-11
1742.157 SIX CIRCLES US UNCONSTR EQ   2021-02-12 2024-04-11
13. NXP SEMICONDUCTORS NV   2019-02-20 2024-04-12
13. NXP SEMICONDUCTORS NV   2019-02-19 2024-04-12
1. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
1. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
664. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
34. NEXTERA ENERGY INC   2023-06-23 2024-05-09
58. NEXTERA ENERGY INC   2022-06-06 2024-05-09
1. DEERE & CO   2021-08-19 2024-05-13
14. DEERE & CO   2021-08-19 2024-05-13
1. DEERE & CO   2021-08-19 2024-05-13
. ORACLE CORP     2024-05-16
1. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
33. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
1. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-20
. EXXON MOBIL CORP     2024-05-28
. ALLERGAN PLC     2024-06-04
46. ALPHABET INC-CL A   2012-07-11 2024-06-05
. NORWEST CORP     2024-06-27
295.106 FIDELITY 500 INDEX FUND   2023-11-08 2024-07-11
127.207 FIDELITY 500 INDEX FUND   2020-09-21 2024-07-11
62. JPMORGAN BETABUILDERS CANADA   2023-11-08 2024-07-11
7. JPMORGAN BETABUILDERS CANADA   2023-11-08 2024-07-11
4. JPMORGAN BETABUILDERS CANADA   2023-11-08 2024-07-11
23. JPMORGAN BETABUILDERS CANADA   2023-11-08 2024-07-11
234. JPMORGAN BETABUILDERS CANADA   2019-04-08 2024-07-11
1. JPMORGAN BETABUILDERS DEVELO   2021-04-20 2024-07-11
108. JPMORGAN BETABUILDERS DEVELO   2021-04-20 2024-07-11
210. JPMORGAN BETABUILDERS DEVELO   2021-01-26 2024-07-11
43. JPMORGAN BETABUILDERS DEVELO   2021-01-26 2024-07-11
1079.169 SIX CIRCLES US UNCONSTR EQ   2021-02-12 2024-07-11
506. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-22 2024-07-12
111. JPMORGAN BETABUILDERS EUROPE ETF   2023-02-13 2024-07-12
250. JPMORGAN BETABUILDERS EUROPE ETF   2023-02-13 2024-07-12
54. ALPHABET INC-CL C   2012-07-11 2024-09-12
2. INTUIT   2023-03-29 2024-09-12
11. INTUIT   2020-02-25 2024-09-12
22. BIOGEN IDEC INC   2020-03-11 2024-10-01
17. HONEYWELL INTL INC   2009-12-16 2024-10-01
1. INTUIT   2020-02-25 2024-10-01
4. INTUIT   2020-02-25 2024-10-01
2. BIOGEN IDEC INC   2021-10-12 2024-10-02
5. BIOGEN IDEC INC   2023-10-27 2024-10-02
9. BIOGEN IDEC INC   2021-10-12 2024-10-02
3. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-05-04 2024-10-02
1. INTUIT   2020-05-04 2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-03
1. INTUIT   2020-05-04 2024-10-03
2. INTUIT   2020-05-04 2024-10-07
3. ABBVIE INC   2023-10-27 2024-10-08
1. ADVANCED MICRO DEVICES INC   2020-11-06 2024-10-08
5. ALPHABET INC-CL C   2012-07-11 2024-10-08
7. AMAZON COM INC   2015-03-12 2024-10-08
2. AMERICAN EXPRESS CO   2019-05-15 2024-10-08
2. ANALOG DEVICES INC   2020-11-06 2024-10-08
5. APPLE COMPUTER INC   2024-10-01 2024-10-08
9. BANK OF AMERICA CORPORATION   2023-12-18 2024-10-08
4. BOSTON SCIENTIFIC CORP   2016-12-05 2024-10-08
5. BRISTOL MYERS SQUIBB CO   2022-05-10 2024-10-08
4. CONOCOPHILLIPS   2022-02-08 2024-10-08
1. COSTCO WHSL CORP NEW   2023-09-22 2024-10-08
4. EXXON MOBIL CORP   2023-09-12 2024-10-08
3. FACEBOOK INC-A   2020-01-08 2024-10-08
1. FISERV INC   2024-10-01 2024-10-08
2. ARTHUR J GALLAGHER & CO   2021-04-29 2024-10-08
1. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-10-08
1. HONEYWELL INTL INC   2009-12-16 2024-10-08
3. INGERSOLL RAND INC   2021-05-17 2024-10-08
1. MARTIN MARIETTA MATLS INC   2023-11-09 2024-10-08
2. MASTERCARD INC - CLASS A   2024-09-12 2024-10-08
2. MCDONALDS CORP   2024-05-17 2024-10-08
4. MICROSOFT CORP   1996-01-12 2024-10-08
2. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-10-08
5. MONSTER BEVERAGE CORP   2022-06-24 2024-10-08
4. MORGAN STANLEY DEAN WITTER & CO NEW   2022-10-05 2024-10-08
4. NEXTERA ENERGY INC   2024-09-12 2024-10-08
1. NORFOLK SOUTHN CORP   2018-03-09 2024-10-08
11. NVIDIA CORP   2023-03-07 2024-10-08
1. OTIS WORLDWIDE CORP   2024-10-02 2024-10-08
2. PEPSICO INC   2024-09-12 2024-10-08
2. PROGRESSIVE CORP OHIO   2022-10-05 2024-10-08
1. S&P GLOBAL INC   2022-12-02 2024-10-08
2. SALESFORCE.COM INC   2024-03-20 2024-10-08
5. SOUTHERN CO   2024-05-17 2024-10-08
1. STRYKER CORP   2023-09-13 2024-10-08
1. TJX COS INC NEW   2023-09-22 2024-10-08
1. T-MOBILE US INC   2022-08-31 2024-10-08
2. TEXAS INSTRS INC   2016-03-10 2024-10-08
2. UNITEDHEALTH GROUP INC   2010-12-02 2024-10-08
1. WASTE CONNECTIONS INC   2016-07-26 2024-10-08
6. WELLS FARGO & CO NEW   2021-02-19 2024-10-08
2. EATON CORP PLC   2021-03-03 2024-10-08
1. LINDE PLC   2023-03-24 2024-10-08
1. NXP SEMICONDUCTORS NV   2019-02-19 2024-10-08
1. INTUIT   2020-05-04 2024-10-09
1088.435 SIX CIRCLES US UNCONSTR EQ   2023-11-08 2024-10-09
74.153 SIX CIRCLES US UNCONSTR EQ   2021-02-12 2024-10-09
1. INTUIT   2020-05-04 2024-10-10
1. INTUIT   2020-05-04 2024-10-10
1. INTUIT   2020-05-04 2024-10-11
1. INTUIT   2020-05-04 2024-10-11
1. DEERE & CO   2021-08-19 2024-10-14
1. DEERE & CO   2021-08-19 2024-10-14
1. INTUIT   2020-05-04 2024-10-14
2. DEERE & CO   2021-08-19 2024-10-15
1. INTUIT   2020-05-04 2024-10-15
3. DEERE & CO   2021-08-19 2024-10-16
1. INTUIT   2020-05-04 2024-10-16
2. DEERE & CO   2021-08-19 2024-10-17
1. DEERE & CO   2021-10-21 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
2041.331 AMERICAN BEACON AHL MGD-R5   2023-08-03 2024-10-21
630.445 BLACKSTONE ALT MULTI-STRAT-Y   2018-11-06 2024-10-21
1297.418 K2 ALTERNATIVE STRAT-R6   2024-04-11 2024-10-21
1053.723 NEUBERGER BERM LNG SHRT-INST   2020-01-16 2024-10-21
2588.586 PIMCO UNCONSTRAINED BD FD INSTL CL*   2021-07-22 2024-10-21
15. DEERE & CO   2021-10-21 2024-11-01
1. DEERE & CO   2021-10-21 2024-11-01
8. ABBVIE INC   2023-10-27 2024-11-07
18. ALPHABET INC-CL C   2012-07-11 2024-11-07
22. AMAZON COM INC   2015-03-12 2024-11-07
3. AMERICAN EXPRESS CO   2019-05-15 2024-11-07
30. APPLE COMPUTER INC   2024-06-05 2024-11-07
28. BANK OF AMERICA CORPORATION   2023-12-18 2024-11-07
1. BOOKING HOLDINGS INC   2020-09-30 2024-11-07
15. BOSTON SCIENTIFIC CORP   2016-12-05 2024-11-07
24. BRISTOL MYERS SQUIBB CO   2022-05-20 2024-11-07
15. CONOCOPHILLIPS   2022-02-08 2024-11-07
1. COSTCO WHSL CORP NEW   2023-09-22 2024-11-07
19. EXXON MOBIL CORP   2023-01-25 2024-11-07
6. FACEBOOK INC-A   2020-01-08 2024-11-07
74.577 FIDELITY 500 INDEX FUND   2024-08-05 2024-11-07
221.733 FIDELITY 500 INDEX FUND   2020-09-21 2024-11-07
9. FISERV INC   2024-10-01 2024-11-07
3. ARTHUR J GALLAGHER & CO   2021-04-29 2024-11-07
3. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-11-07
7. INGERSOLL RAND INC   2021-05-17 2024-11-07
2. INTUITIVE SURGICAL INC NEW   2021-09-15 2024-11-07
148. JPMORGAN BETABUILDERS JAPAN ETF   2021-01-26 2024-11-07
91. JPMORGAN BETABUILDERS DEVELO   2021-01-26 2024-11-07
2. LILLY ELI & CO   2016-12-16 2024-11-07
3. LOWES COS INC   2011-09-22 2024-11-07
2. MARTIN MARIETTA MATLS INC   2023-11-09 2024-11-07
3. MASTERCARD INC - CLASS A   2024-09-12 2024-11-07
2. MASTERCARD INC - CLASS A   2009-07-08 2024-11-07
4. MCDONALDS CORP   2024-05-17 2024-11-07
16. MICROSOFT CORP   1996-01-12 2024-11-07
11. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-11-07
13. MONSTER BEVERAGE CORP   2022-06-24 2024-11-07
12. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2024-11-07
12. NEXTERA ENERGY INC   2024-09-12 2024-11-07
4. NORFOLK SOUTHN CORP   2018-03-09 2024-11-07
54. NVIDIA CORP   2023-03-07 2024-11-07
4. OLD DOMINION FREIGHT LINE INC COM   2021-09-17 2024-11-07
11. OTIS WORLDWIDE CORP   2024-10-14 2024-11-07
6. PEPSICO INC   2024-09-12 2024-11-07
7. PROGRESSIVE CORP OHIO   2022-04-07 2024-11-07
1. REGENERON PHARMACEUTICALS INC   2021-10-12 2024-11-07
2. S&P GLOBAL INC   2022-12-02 2024-11-07
5. SALESFORCE.COM INC   2024-03-20 2024-11-07
195.928 SIX CIRCLES US UNCONSTR EQ   2023-11-08 2024-11-07
2190.825 SIX CIRCLES US UNCONSTR EQ   2023-06-16 2024-11-07
13. SOUTHERN CO   2024-05-17 2024-11-07
3. STRYKER CORP   2023-09-13 2024-11-07
6. TJX COS INC NEW   2023-09-22 2024-11-07
5. T-MOBILE US INC   2022-08-31 2024-11-07
7. TEXAS INSTRS INC   2016-03-10 2024-11-07
5. UNITEDHEALTH GROUP INC   2010-12-02 2024-11-07
4. WASTE CONNECTIONS INC   2016-07-26 2024-11-07
23. WELLS FARGO & CO NEW   2021-02-19 2024-11-07
3. EATON CORP PLC   2021-03-03 2024-11-07
4. LINDE PLC   2023-03-24 2024-11-07
3. NXP SEMICONDUCTORS NV   2019-02-19 2024-11-07
7. ANALOG DEVICES INC   2020-11-06 2024-11-13
53. ANALOG DEVICES INC   2020-11-06 2024-11-13
1. CONOCOPHILLIPS   2022-02-08 2024-11-21
20. CONOCOPHILLIPS   2022-01-05 2024-11-21
4. CONOCOPHILLIPS   2022-01-05 2024-11-21
2. LILLY ELI & CO   2016-12-16 2024-11-21
2. LILLY ELI & CO   2016-12-16 2024-11-21
66. MONSTER BEVERAGE CORP   2022-06-24 2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
3. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
14. T-MOBILE US INC   2022-08-31 2024-11-21
7. LINDE PLC   2018-12-11 2024-11-21
1. LINDE PLC   2018-12-11 2024-11-21
1. LINDE PLC   2018-12-11 2024-11-21
2. LINDE PLC   2018-12-11 2024-11-21
12. MONSTER BEVERAGE CORP   2022-06-17 2024-11-22
. MCKESSON CORP     2024-12-05
67. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
4. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
2. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
52. NVIDIA CORP   2023-02-24 2024-12-17
23. T-MOBILE US INC   2022-08-31 2024-12-17
40. T-MOBILE US INC   2022-09-01 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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 11,953   12,004 -51
b 36,656   38,187 -1,531
c 45,878   50,244 -4,366
d 3,363   1,787 1,576
e 2,124   1,028 1,096
25     25
9,763   9,778 -15
87,382   91,014 -3,632
43,266   51,109 -7,843
12,929   12,335 594
35,811   56,366 -20,555
5,231   2,484 2,747
3,570   952 2,618
3,806   2,773 1,033
5,004   2,386 2,618
23,874   21,379 2,495
28,432   24,826 3,606
3,080   1,222 1,858
3,068   1,219 1,849
79   79  
79   79  
52,623   52,258 365
2,493   2,524 -31
4,253   4,680 -427
408   359 49
5,734   5,021 713
409   359 50
11     11
135   148 -13
4,451   4,868 -417
133   148 -15
82     82
14     14
8,043   657 7,386
55     55
57,242   46,914 10,328
24,674   14,525 10,149
4,167   3,581 586
471   404 67
268   231 37
1,544   1,328 216
15,709   11,467 4,242
50   58 -8
5,404   6,310 -906
10,483   12,041 -1,558
2,149   2,454 -305
18,961   15,378 3,583
30,927   29,167 1,760
6,784   5,905 879
15,275   13,299 1,976
8,339   773 7,566
1,283   866 417
7,066   3,293 3,773
4,198   6,440 -2,242
3,503   665 2,838
608   286 322
2,432   1,121 1,311
377   570 -193
947   1,171 -224
1,705   2,508 -803
565   703 -138
608   267 341
607   267 340
187   234 -47
603   267 336
1,206   533 673
578   411 167
172   86 86
827   71 756
1,277   131 1,146
540   235 305
456   267 189
1,125   1,131 -6
360   303 57
341   149 192
265   379 -114
441   365 76
885   560 325
488   470 18
1,767   642 1,125
187   181 6
585   282 303
234   127 107
206   39 167
294   146 148
520   454 66
991   974 17
602   544 58
1,652   21 1,631
141   144 -3
247   234 13
432   332 100
324   334 -10
244   144 100
1,447   262 1,185
101   105 -4
339   355 -16
498   246 252
517   360 157
574   609 -35
447   398 49
350   296 54
112   89 23
211   145 66
404   110 294
1,169   76 1,093
179   50 129
347   226 121
667   275 392
468   344 124
235   93 142
618   267 351
20,016   16,238 3,778
1,364   1,057 307
620   267 353
619   267 352
618   267 351
618   267 351
403   359 44
404   359 45
616   267 349
806   717 89
618   267 351
1,218   1,076 142
609   267 342
810   717 93
405   343 62
609   267 342
611   267 344
20,372   20,434 -62
7,017   6,702 315
15,699   15,076 623
19,547   15,922 3,625
25,834   26,950 -1,116
6,004   5,143 861
400   343 57
1,604   1,096 508
3,283   256 3,027
4,620   411 4,209
859   353 506
6,830   6,559 271
1,257   942 315
4,939   1,709 3,230
1,306   310 996
1,324   1,818 -494
1,690   1,369 321
916   560 356
2,305   2,161 144
3,563   1,257 2,306
15,483   13,441 2,042
46,034   25,317 20,717
1,881   1,632 249
873   422 451
742   381 361
727   340 387
1,047   697 350
8,548   8,527 21
4,799   5,193 -394
1,604   145 1,459
799   57 742
1,242   908 334
1,557   1,462 95
1,038   329 709
1,181   1,089 92
6,821   85 6,736
726   790 -64
716   609 107
1,548   809 739
897   1,003 -106
1,082   578 504
8,015   1,285 6,730
902   580 322
1,115   1,163 -48
989   1,064 -75
1,786   837 949
829   544 285
995   721 274
1,554   1,522 32
3,711   2,700 1,011
41,494   29,730 11,764
1,133   1,034 99
1,109   888 221
702   537 165
1,160   723 437
1,522   386 1,136
3,030   189 2,841
727   198 529
1,613   865 748
1,082   412 670
1,868   1,377 491
707   278 429
1,498   933 565
11,321   7,057 4,264
114   91 23
2,280   1,725 555
448   307 141
1,490   145 1,345
1,491   145 1,346
3,545   2,989 556
54   45 9
162   135 27
3,310   2,024 1,286
3,163   1,308 1,855
451   161 290
452   161 291
906   321 585
649   531 118
40     40
8,374   5,740 2,634
3,963   2,047 1,916
1,973   977 996
6,700   1,233 5,467
5,147   3,315 1,832
8,875   5,551 3,324
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
      10,890
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       -51
b       -1,531
c       -4,366
d       1,576
e       1,096
      25
      -15
      -3,632
      -7,843
      594
      -20,555
      2,747
      2,618
      1,033
      2,618
      2,495
      3,606
      1,858
      1,849
       
       
      365
      -31
      -427
      49
      713
      50
      11
      -13
      -417
      -15
      82
      14
      7,386
      55
      10,328
      10,149
      586
      67
      37
      216
      4,242
      -8
      -906
      -1,558
      -305
      3,583
      1,760
      879
      1,976
      7,566
      417
      3,773
      -2,242
      2,838
      322
      1,311
      -193
      -224
      -803
      -138
      341
      340
      -47
      336
      673
      167
      86
      756
      1,146
      305
      189
      -6
      57
      192
      -114
      76
      325
      18
      1,125
      6
      303
      107
      167
      148
      66
      17
      58
      1,631
      -3
      13
      100
      -10
      100
      1,185
      -4
      -16
      252
      157
      -35
      49
      54
      23
      66
      294
      1,093
      129
      121
      392
      124
      142
      351
      3,778
      307
      353
      352
      351
      351
      44
      45
      349
      89
      351
      142
      342
      93
      62
      342
      344
      -62
      315
      623
      3,625
      -1,116
      861
      57
      508
      3,027
      4,209
      506
      271
      315
      3,230
      996
      -494
      321
      356
      144
      2,306
      2,042
      20,717
      249
      451
      361
      387
      350
      21
      -394
      1,459
      742
      334
      95
      709
      92
      6,736
      -64
      107
      739
      -106
      504
      6,730
      322
      -48
      -75
      949
      285
      274
      32
      1,011
      11,764
      99
      221
      165
      437
      1,136
      2,841
      529
      748
      670
      491
      429
      565
      4,264
      23
      555
      141
      1,345
      1,346
      556
      9
      27
      1,286
      1,855
      290
      291
      585
      118
      40
      2,634
      1,916
      996
      5,467
      1,832
      3,324
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 181,251
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 4,269
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 4,269
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 4,269
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,460
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,460
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 1,809
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 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 arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
2 		67,190    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
JOHN D GOTTLICK CO-TRUSTEE
2 		0    
10 S DEARBORN ST FL 10
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
5,322,445
b
Average of monthly cash balances.......................
1b
137,808
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,460,253
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
5,460,253
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
81,904
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,378,349
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
268,917
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
268,917
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,269
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,269
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
264,648
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
264,648
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
264,648
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
233,892
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
233,892
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 7 264,648
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 204,321
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$ 233,892
a Applied to 2023, but not more than line 2a 204,321
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..... 29,571
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 .......... 		235,077
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

NORA ELIFF
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

ANNET DIEGO
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

DONOVAN GRUNLOH
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

BENJAMIN GRUNLOH
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

MADALYNN EMBERTON
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

SAMUEL FRISCH
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

JESSE GANTT
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

MARIA HOLUBEVA
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

REGINALD JONES JR
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 1,000

KEVIN HERRERA
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

KYREE JACKSON
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

TOMMIE JONES
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

ABU AL RUB
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL61108 		NONE I SCHOLARSHIP 3,000

MIRANDA KEIP
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

CHAYTON KRUEGER
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

KARSEN KELLY
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

TAMSY LEVERTON
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

KARISSA LITTLEJOHN
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 1,000

ASHLEY LOWERY
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

MICHAEL LOEDING
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

LAVENNECY MILLER
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

KATELYN NORGARD
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

JOCELYN CALLAHAN
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

NATALIE CORNELIUS
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

ALEXANDER GUTIERREZ
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 1,500

HOLLY DELMONICO
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

JACE HUFF
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

ZOIE HOWARD
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

JOSEPH HINCKLEY
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 1,000

JESANIA LABOY
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 1,171

ALEXIS KEATING
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

KIERAN MADIGAN
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

DANILA KARPENKO
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 1,200

JASON NEAR
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 1,200

JOSHUA MILLER
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

JUDAH ORTIZ
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

MEGAN LARKIN
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

MIGUEL PATINO
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

NATALIE PETERSON
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 1,000

SUMMER PIERCE
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

ANGELICA R ORTIZ
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

BARTOLO RODRIGUEZ
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 1,400

ALYSSA RICH
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

ANTHONY ROMERO
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

RAFAEL SALOMONI
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 1,350

JAKE BILOTTA
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

ANDREW ROTH
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

NATHAN SIMONS
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

HANNAH SMITH
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

BIANCA TOVAR
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

KAYLA WIEDEMANN
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

DACEE BRADY
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

KAYLEIGH FERGUSON
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

GRIFFIN ISBERG
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

LAMYIA MAEBANE
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

ABRAHAM GONZALEZ
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

ALEXXANA BURTON
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

ARYS GIL HENRIQUEZ
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 1,000

BRIAN DANIELS
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

DAQUAN MCINTOSH
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 1,000

DEVIN HURTADO
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

JACOB SMITH
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

JAELEN RAY
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

JOSHUA TOEPFER
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

MICHAELA FROEHLICH
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

NICHOLAS WELCOME
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

RIANNA TOVAR
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

TIMOTHY BEARDEN
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,000

YAZMYN BARKSDALE
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

AUSTIN CHUMBLER
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

SANTONIO ECHOLS
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

DAISY COMACHO SANDOVAL
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

MADALYN BROOKS
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

AMELIA RODRIGUEZ
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

SEAN MUGANWA
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

KEMAURION RICHARDSON
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

AUSTIN MASSAT
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

LINDSEY ALLEN
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

JAIDEN WALKER
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

SANDRA WILCZYNSKI
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 3,000

CARINA SUND
C/O ROCKFORD UNIVERSITY
5050 E STATE ST
ROCKFORD,IL611082393 		NONE I SCHOLARSHIP 2,500
Total .................................right arrow 3a 204,321
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 ....     14 166,496  
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 ............ 		    18 181,251  
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) ..   347,747  
13Total. Add line 12, columns (b), (d), and (e)..................
13
347,747
(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:
HELEN GRANT TRUST XXXXX0008
EIN:
36-6636282
Name of Bond End of Year Book Value End of Year Fair Market Value
54401E143 LORD ABBETT SHRT DUR 118,516 112,759
464287432 ISHARES 20+ YEAR TRE    
83002G702 SIX CIRCLES GLOBAL B 245,535 224,002
83002G884 SIX CIRCLES CREDIT O 276,124 278,609
92206C771 VANGUARD MORTGAGE-BA    
921937835 VANGUARD TOTAL BOND    
92203J407 VANGUARD TOTAL INTL 110,689 111,589
92206C870 VANGUARD INT-TERM CO 104,465 106,599
46435U853 ISHARES BROAD USD HI 55,741 55,958
92206C847 VANGUARD LONG-TERM T 105,121 100,128

TY 2024 InvestmentsCorpStockSchedule
Name:
HELEN GRANT TRUST XXXXX0008
EIN:
36-6636282
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 4,910 21,258
110122108 BRISTOL-MYERS SQUIBB 18,215 17,760
438516106 HONEYWELL INTERNATIO 1,846 11,069
464287465 ISHARES MSCI EAFE ET 84,129 124,757
532457108 ELI LILLY & CO 1,236 13,124
548661107 LOWE'S COS INC 782 10,119
594918104 MICROSOFT CORP 1,355 107,061
609207105 MONDELEZ INTERNATION 5,705 10,453
617446448 MORGAN STANLEY 4,027 24,641
713448108 PEPSICO INC 11,264 16,118
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 5,247 19,314
949746101 WELLS FARGO & CO 10,961 25,076
02079K107 ALPHABET INC-CL C 4,057 54,275
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 10,811 66,163
57636Q104 MASTERCARD INC - A 1,333 43,179
65339F101 NEXTERA ENERGY INC 8,672 14,696
78462F103 SPDR S&P 500 ETF TRU 199,776 543,296
91324P102 UNITEDHEALTH GROUP I 2,954 39,457
94106B101 WASTE CONNECTIONS IN 3,419 11,839
023135106 AMAZON.COM INC 6,530 78,761
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 21,091 95,911
060505104 BANK OF AMERICA CORP 5,610 19,953
655844108 NORFOLK SOUTHERN COR 7,765 14,551
67066G104 NVIDIA CORP 8,353 109,178
025816109 AMERICAN EXPRESS CO 6,639 18,995
315911750 FIDELITY 500 INDEX F 138,797 311,412
83002G306 SIX CIRCLES US UNCON 430,061 715,369
83002G405 SIX CIRCLES INTL UNC 411,715 450,268
00287Y109 ABBVIE INC 9,765 23,990
337738108 FISERV INC 15,341 23,212
580135101 MCDONALD'S CORP 19,427 23,481
N6596X109 NXP SEMICONDUCTORS N 7,829 14,342
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 9,875 29,811
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
883556102 THERMO FISHER SCIENT 7,732 9,364
N07059210 ASML HOLDING NV-NY R 5,315 9,010
20825C104 CONOCOPHILLIPS 12,438 20,231
22160K105 COSTCO WHOLESALE COR 8,301 15,577
244199105 DEERE & CO    
315911727 FIDELITY INTL INDX-I 56,181 59,100
363576109 ARTHUR J GALLAGHER & 7,971 16,179
43300A203 HILTON WORLDWIDE HOL 7,689 15,077
45687V106 INGERSOLL RAND INC 6,005 11,217
46120E602 INTUITIVE SURGICAL I 8,056 14,093
46641Q191 JPMORGAN BETABUILDER 73,584 76,923
46641Q217 JPMORGAN BETABUILDER 178,927 184,430
46641Q225 JPMORGAN BETABUILDER 79,854 117,674
46641Q233 JPMORGAN BETABUILDER 81,445 77,561
679580100 OLD DOMINION FREIGHT 8,391 10,584
75886F107 REGENERON PHARMACEUT 7,252 9,973
G29183103 EATON CORP PLC 8,022 20,576
30231G102 EXXON MOBIL CORP 23,317 32,916
61174X109 MONSTER BEVERAGE COR 6,322 7,516
743315103 PROGRESSIVE CORP 13,269 27,076
78409V104 S&P GLOBAL INC 10,314 14,443
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 13,547 16,528
842587107 THE SOUTHERN COMPANY 19,769 20,992
863667101 STRYKER CORP 11,824 14,402
872540109 TJX COMPANIES INC 7,521 11,235
G54950103 LINDE PLC 8,420 22,190
11135F101 BROADCOM INC 22,093 21,561
127387108 CADENCE DESIGN SYS I 9,502 9,314
254687106 WALT DISNEY CO/THE 14,898 14,476
68902V107 OTIS WORLDWIDE CORP 17,227 15,558
79466L302 SALESFORCE INC 22,004 25,743
824348106 SHERWIN-WILLIAMS CO/ 7,987 7,139

TY 2024 InvestmentsOtherSchedule2
Name:
HELEN GRANT TRUST XXXXX0008
EIN:
36-6636282
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 81,446 82,132
64128R608 NEUBERGER BERM LNG S AT COST 23,075 28,968
72201M487 PIMCO DYNAMIC BOND-I      
024525669 AMERICAN BEACON AHL      
72201U638 PIMCO MRTG OPP & BND AT COST 44,807 44,232
83002G876 SIX CIRCLES MULTI-ST AT COST 114,222 113,768

TY 2024 OtherDecreasesSchedule
Name:
HELEN GRANT TRUST XXXXX0008
EIN:
36-6636282
Description Amount
2024 TRANSACTION POSTED IN 2025 2,576
MUTUAL FUND ADJUSTMENT 8
RETURN OF CAPITAL ADJUSTMENT 5,505


TY 2024 OtherExpensesSchedule
Name:
HELEN GRANT TRUST XXXXX0008
EIN:
36-6636282
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 15 0   15


TY 2024 OtherIncreasesSchedule
Name:
HELEN GRANT TRUST XXXXX0008
EIN:
36-6636282
Description Amount
2023 TRANSACTION POSTED IN 2024 2,557
ROUNDING 9


TY 2024 TaxesSchedule
Name:
HELEN GRANT TRUST XXXXX0008
EIN:
36-6636282
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 147 147   0
FEDERAL TAX PAYMENT - PRIOR YE 1,153 0   0
FEDERAL ESTIMATES - INCOME 2,460 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,409 2,409   0
FOREIGN TAXES ON NONQUALIFIED 455 455   0