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
MORSE COL ROBERT H FDN TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 95672
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606945672
A Employer identification number

39-6092711
B Telephone number (see instructions)

(608) 751-1382
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,858,651J 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... 37,507 37,507  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 95,107
b Gross sales price for all assets on line 6a 423,182
7 Capital gain net income (from Part IV, line 2)... 95,107
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)....... 86    
12 Total. Add lines 1 through 11........ 132,700 132,614  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... Click to see attachment
List of Attached Documents:
// Content
800 400 0 400
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,500 18,500   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
994 286   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
3,615     3,615
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,909 19,186 0 4,015
25 Contributions, gifts, grants paid....... 81,700 81,700
26 Total expenses and disbursements. Add lines 24 and 25 105,609 19,186 0 85,715
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 27,091
b Net investment income (if negative, enter -0-) 113,428
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............. 28,801 55,991 55,991
2 Savings and temporary cash investments.........      
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).......      
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).......... 1,409,685 1,409,778 1,802,660
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,438,486 1,465,769 1,858,651
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,438,486 1,465,769
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,438,486 1,465,769
30 Total liabilities and net assets/fund balances (see instructions). 1,438,486 1,465,769
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,438,486
2
Enter amount from Part I, line 27a .....................
2
27,091
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
192
4
Add lines 1, 2, and 3 ..........................
4
1,465,769
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,465,769
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 2. AUTOZONE INC COMMON STOCK   2021-01-22 2024-02-06
b 1. BROADCOM INC   2023-12-08 2024-02-06
c 10. THE CIGNA GROUP   2023-11-09 2024-02-06
d 11. EXXON MOBIL CORPCOMMON STOCK   2023-05-10 2024-02-06
e 7. META PLATFORMS INC-CLASS A   2022-10-31 2024-02-06
14. LOCKHEED MARTIN CORPORATION COMMON STOCK   2023-05-10 2024-02-06
16. LOCKHEED MARTIN CORPORATION COMMON STOCK   2022-10-31 2024-02-06
3. MCKESSON HBOC INC COMMON STOCK   2023-11-09 2024-02-06
5. NVIDIA CORP COMMON STOCK   2023-12-08 2024-02-06
2. PROCTER & GAMBLE COMPANY COMMON STOCK   2023-11-29 2024-02-06
4. PROCTER & GAMBLE COMPANY COMMON STOCK   2020-11-19 2024-02-06
3. WAL-MART STORES INC COMMON STOCK   2023-11-29 2024-02-06
3. WAL-MART STORES INC COMMON STOCK   2018-05-21 2024-02-06
2. ADOBE SYSTEMS INC COMMON STOCK   2023-12-08 2024-04-04
7. ADVANCED MICRO DEVICES INC COMMON STOCK   2024-02-06 2024-04-04
10. ALPHABET INC-CL C   2024-02-06 2024-04-04
10. ALPHABET INC-CL C   2020-12-18 2024-04-04
10. ALPHABET INC-CL A   2024-02-06 2024-04-04
10. ALPHABET INC-CL A   2019-10-08 2024-04-04
17. AMERICAN ELECTRIC POWER CO INC COMMON STOCK   2023-11-09 2024-04-04
6. APPLE COMPUTER INC COMMON STOCK   2024-02-06 2024-04-04
4. APPLE COMPUTER INC COMMON STOCK   2019-01-23 2024-04-04
1. BROADCOM INC   2023-12-08 2024-04-04
6. CORPAY INC   2024-02-06 2024-04-04
3. D R HORTON INC COMMON STOCK   2024-02-06 2024-04-04
1. DEXCOM INC   2023-12-08 2024-04-04
6. EQUITY LIFESTYLE PROPERTIES   2022-10-31 2024-04-04
4. EXPEDIA GROUP INC   2024-02-06 2024-04-04
13. EXXON MOBIL CORPCOMMON STOCK   2023-05-10 2024-04-04
7. F5 NETWORKS INC COMMON STOCK   2024-02-06 2024-04-04
36. HERSHEY FOODS CORPORATION COMMON STOCK   2023-11-09 2024-04-04
3. HUBBELL INC   2024-02-06 2024-04-04
4. JACOBS SOLUTIONS INC   2023-11-09 2024-04-04
4. MARSH & MCLENNAN COMPANIES INC COMMON STOCK   2023-11-29 2024-04-04
1. MCKESSON HBOC INC COMMON STOCK   2023-06-06 2024-04-04
5. MERCK & CO. INC.   2021-02-18 2024-04-04
8. MICROSOFT CORPORATION COMMON STOCK   2023-12-08 2024-04-04
3. MICROSOFT CORPORATION COMMON STOCK   2019-09-23 2024-04-04
20. NASDAQ INC   2023-12-08 2024-04-04
11. PIONEER NATURAL RESOURCES CO COMMON STOCK   2021-01-21 2024-04-04
1. PROCTER & GAMBLE COMPANY COMMON STOCK   2020-11-19 2024-04-04
1. SYSCO CORPORATION COMMON STOCK   2024-02-06 2024-04-04
1. VERTEX PHARMACEUTICALS INC COMMON STOCK   2021-01-22 2024-04-04
2. VISA INC-CLASS A SHARES   2021-08-19 2024-04-04
1. WASTE MANAGEMENT INC DEL COMMON STOCK   2021-08-20 2024-04-04
403. WELLS FARGO & COMPANY NEW COMMON STOCK   2024-02-06 2024-04-04
1. LINDE PLC   2020-12-18 2024-04-04
20. APTIV PLC   2023-09-27 2024-04-04
.638 EXXON MOBIL CORPCOMMON STOCK   2023-05-10 2024-05-14
1. ADOBE SYSTEMS INC COMMON STOCK   2023-12-08 2024-05-24
2. ADVANCED MICRO DEVICES INC COMMON STOCK   2023-07-05 2024-05-24
4. ALPHABET INC-CL C   2020-12-18 2024-05-24
4. ALPHABET INC-CL A   2019-10-08 2024-05-24
5. AMAZON COM INC COMMON STOCK   2024-04-04 2024-05-24
4. AMERICAN ELECTRIC POWER CO INC COMMON STOCK   2023-11-09 2024-05-24
6. APPLE COMPUTER INC COMMON STOCK   2019-01-23 2024-05-24
2. AUTODESK INC COMMON STOCK   2022-10-31 2024-05-24
1. BROADCOM INC   2021-03-18 2024-05-24
1. THE CIGNA GROUP   2024-04-04 2024-05-24
7. CITIGROUP INC   2024-04-04 2024-05-24
2. CORPAY INC   2023-05-10 2024-05-24
2. D R HORTON INC COMMON STOCK   2024-02-06 2024-05-24
2. DEXCOM INC   2023-12-08 2024-05-24
3. EQUITY LIFESTYLE PROPERTIES   2022-10-31 2024-05-24
4. EXPEDIA GROUP INC   2024-02-06 2024-05-24
7. EXXON MOBIL CORPCOMMON STOCK   2023-05-10 2024-05-24
1. META PLATFORMS INC-CLASS A   2024-04-04 2024-05-24
1. META PLATFORMS INC-CLASS A   2022-10-31 2024-05-24
2. F5 NETWORKS INC COMMON STOCK   2024-02-06 2024-05-24
3. GLOBAL PAYMENTS INC COMMON STOCK   2024-04-04 2024-05-24
1. HUBBELL INC   2024-02-06 2024-05-24
168. ISHARES TR S & P MID CAP 400 INDEX FD   2015-12-02 2024-05-24
3. JACOBS SOLUTIONS INC   2023-11-09 2024-05-24
4861.345 NUANCE MID CAP VALUE-INST   2022-10-31 2024-05-24
1. MARSH & MCLENNAN COMPANIES INC COMMON STOCK   2023-05-10 2024-05-24
1. MCKESSON HBOC INC COMMON STOCK   2023-06-06 2024-05-24
3. MERCK & CO. INC.   2021-02-18 2024-05-24
4. MICROSOFT CORPORATION COMMON STOCK   2019-09-23 2024-05-24
4. MONSTER BEVERAGE CORP   2024-04-04 2024-05-24
6. NASDAQ INC   2023-11-09 2024-05-24
1. NVIDIA CORP COMMON STOCK   2024-04-04 2024-05-24
2. PROCTER & GAMBLE COMPANY COMMON STOCK   2020-11-19 2024-05-24
4. SYSCO CORPORATION COMMON STOCK   2024-02-06 2024-05-24
1. UNITEDHEALTH GROUP INC COMMON STOCK   2024-04-04 2024-05-24
1. VERTEX PHARMACEUTICALS INC COMMON STOCK   2021-01-22 2024-05-24
2. VISA INC-CLASS A SHARES   2021-07-21 2024-05-24
9. WAL-MART STORES INC COMMON STOCK   2018-05-21 2024-05-24
2. WASTE MANAGEMENT INC DEL COMMON STOCK   2021-08-20 2024-05-24
1. LINDE PLC   2020-12-18 2024-05-24
2. APTIV PLC   2023-09-27 2024-05-24
16. ALPHABET INC-CL C   2020-12-18 2024-06-05
16. ALPHABET INC-CL A   2019-10-08 2024-06-05
6. APPLE COMPUTER INC COMMON STOCK   2019-01-23 2024-06-05
4. AUTODESK INC COMMON STOCK   2022-10-31 2024-06-05
1. AUTOZONE INC COMMON STOCK   2021-01-22 2024-06-05
53. CORPAY INC   2023-05-10 2024-06-05
47. EXXON MOBIL CORPCOMMON STOCK   2023-05-10 2024-06-05
2. NVIDIA CORP COMMON STOCK   2024-04-04 2024-06-05
1. NVIDIA CORP COMMON STOCK   2023-05-10 2024-06-05
3. ULTA BEAUTY INC   2024-02-06 2024-06-05
2. UNITEDHEALTH GROUP INC COMMON STOCK   2021-06-17 2024-06-05
3. VERTEX PHARMACEUTICALS INC COMMON STOCK   2021-01-22 2024-06-05
3. VISA INC-CLASS A SHARES   2021-07-21 2024-06-05
13. WAL-MART STORES INC COMMON STOCK   2018-05-21 2024-06-05
2. ADOBE SYSTEMS INC COMMON STOCK   2024-06-05 2024-08-15
1. ADOBE SYSTEMS INC COMMON STOCK   2023-06-06 2024-08-15
7. ADVANCED MICRO DEVICES INC COMMON STOCK   2023-07-05 2024-08-15
20. BROADCOM INC   2024-06-05 2024-08-15
57. BROADCOM INC   2021-03-18 2024-08-15
4. META PLATFORMS INC-CLASS A   2024-06-05 2024-08-15
3. META PLATFORMS INC-CLASS A   2022-10-31 2024-08-15
17. HUBBELL INC   2024-06-05 2024-08-15
51. NVIDIA CORP COMMON STOCK   2023-05-10 2024-08-15
15. ULTA BEAUTY INC   2024-04-04 2024-08-15
89. APTIV PLC   2023-11-09 2024-08-15
73. ADVANCED MICRO DEVICES INC COMMON STOCK   2023-09-27 2024-11-04
6. ALPHABET INC-CL C   2024-08-15 2024-11-04
6. ALPHABET INC-CL A   2024-08-15 2024-11-04
11. AMAZON COM INC COMMON STOCK   2024-06-05 2024-11-04
4. AMENTUM HOLDINGS INC   2023-11-09 2024-11-04
105. AMENTUM HOLDINGS INC   2023-10-31 2024-11-04
3. AUTOZONE INC COMMON STOCK   2021-02-02 2024-11-04
4. THE CIGNA GROUP   2024-08-15 2024-11-04
26. CITIGROUP INC   2024-04-04 2024-11-04
4. META PLATFORMS INC-CLASS A   2022-10-31 2024-11-04
5. MCKESSON HBOC INC COMMON STOCK   2024-08-15 2024-11-04
1. MCKESSON HBOC INC COMMON STOCK   2023-06-06 2024-11-04
145. MONSTER BEVERAGE CORP   2024-08-15 2024-11-04
22. NASDAQ INC   2023-11-09 2024-11-04
209. NASDAQ INC   2023-09-27 2024-11-04
3. VERTEX PHARMACEUTICALS INC COMMON STOCK   2024-08-15 2024-11-04
1. ADOBE SYSTEMS INC COMMON STOCK   2023-06-06 2024-12-05
2026.222 CHAMPLAIN MID CAP FUND-INST   2024-05-24 2024-12-05
3. ALPHABET INC-CL C   2024-08-15 2024-12-05
3. ALPHABET INC-CL A   2024-08-15 2024-12-05
4. AMAZON COM INC COMMON STOCK   2024-06-05 2024-12-05
5. AMERICAN ELECTRIC POWER CO INC COMMON STOCK   2024-11-04 2024-12-05
1. AMERICAN EXPRESS COMPANY CAPITAL STOCK   2024-06-05 2024-12-05
5. APPLE COMPUTER INC COMMON STOCK   2019-01-23 2024-12-05
1. AUTODESK INC COMMON STOCK   2022-10-31 2024-12-05
4. BROADCOM INC   2024-11-04 2024-12-05
1. THE CIGNA GROUP   2023-05-10 2024-12-05
6. CITIGROUP INC   2024-04-04 2024-12-05
6. CITIZENS FINANCIAL GROUP   2024-11-04 2024-12-05
1. CUMMINS ENGINE COMPANY INC COMMON STOCK   2024-08-15 2024-12-05
1. D R HORTON INC COMMON STOCK   2024-02-06 2024-12-05
2. DEXCOM INC   2023-12-08 2024-12-05
4. EQUITY LIFESTYLE PROPERTIES   2024-11-04 2024-12-05
3. EXPEDIA GROUP INC   2023-12-08 2024-12-05
5. EXXON MOBIL CORPCOMMON STOCK   2023-05-10 2024-12-05
1. META PLATFORMS INC-CLASS A   2022-10-31 2024-12-05
2. F5 NETWORKS INC COMMON STOCK   2024-08-15 2024-12-05
3. GLOBAL PAYMENTS INC COMMON STOCK   2024-08-15 2024-12-05
1. HUBBELL INC   2023-12-08 2024-12-05
3. JACOBS SOLUTIONS INC   2024-11-04 2024-12-05
1. MARSH & MCLENNAN COMPANIES INC COMMON STOCK   2024-08-15 2024-12-05
1. MCKESSON HBOC INC COMMON STOCK   2023-06-06 2024-12-05
3. MERCK & CO. INC.   2024-08-15 2024-12-05
3. MICROSOFT CORPORATION COMMON STOCK   2024-06-05 2024-12-05
11. NVIDIA CORP COMMON STOCK   2024-11-04 2024-12-05
2. PROCTER & GAMBLE COMPANY COMMON STOCK   2020-11-19 2024-12-05
4. ROLLINS INC COMMON STOCK   2024-11-04 2024-12-05
3. STATE STREET CORPORATION COMMON STOCK   2024-11-04 2024-12-05
4. SYSCO CORPORATION COMMON STOCK   2024-02-06 2024-12-05
5. TAPESTRY INC   2024-08-15 2024-12-05
2. UBER TECHNOLOGIES INC   2024-11-04 2024-12-05
1. VERTEX PHARMACEUTICALS INC COMMON STOCK   2024-08-15 2024-12-05
2. VISA INC-CLASS A SHARES   2021-05-20 2024-12-05
7. WAL-MART STORES INC COMMON STOCK   2018-05-21 2024-12-05
2. WASTE MANAGEMENT INC DEL COMMON STOCK   2021-08-20 2024-12-05
1. LINDE PLC   2020-12-18 2024-12-05
1. NXP SEMICONDUCTORS NV   2024-08-15 2024-12-05
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CAPITAL GAIN DIVIDENDS P    
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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    
(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 5,595   2,467 3,128
b 1,221   919 302
c 3,272   2,812 460
d 1,122   1,189 -67
e 3,188   650 2,538
5,972   6,340 -368
6,825   7,763 -938
1,520   1,387 133
3,416   2,166 1,250
317   303 14
635   557 78
509   468 41
509   253 256
978   1,214 -236
1,191   1,143 48
1,534   1,450 84
1,534   865 669
1,521   1,437 84
1,521   597 924
1,419   1,316 103
1,018   1,132 -114
678   154 524
1,335   919 416
1,841   1,723 118
471   428 43
136   119 17
377   384 -7
525   614 -89
1,553   1,406 147
1,320   1,275 45
7,052   6,781 271
1,244   1,050 194
595   528 67
806   755 51
537   391 146
640   360 280
3,374   2,964 410
1,265   418 847
1,228   1,085 143
2,963   1,433 1,530
156   139 17
77   80 -3
407   239 168
550   460 90
207   152 55
22,895   15,845 7,050
459   254 205
1,524   1,918 -394
75   69 6
481   607 -126
332   273 59
707   346 361
701   239 462
910   908 2
357   310 47
1,142   231 911
428   431 -3
1,409   476 933
332   361 -29
444   429 15
537   460 77
289   285 4
255   238 17
187   192 -5
443   593 -150
794   757 37
476   520 -44
476   93 383
342   364 -22
309   378 -69
411   350 61
9,983   4,948 5,035
420   396 24
61,010   61,350 -340
208   180 28
559   391 168
389   216 173
1,719   558 1,161
211   224 -13
373   310 63
1,048   877 171
331   279 52
291   321 -30
513   455 58
456   239 217
548   458 90
587   253 334
418   304 114
437   254 183
164   192 -28
2,830   1,385 1,445
2,809   955 1,854
1,174   231 943
869   863 6
2,751   1,234 1,517
13,531   10,491 3,040
5,266   5,082 184
2,385   1,753 632
1,193   288 905
1,165   1,505 -340
1,005   793 212
1,427   716 711
817   684 133
862   366 496
1,112   1,036 76
556   432 124
1,030   955 75
3,312   2,717 595
9,440   2,716 6,724
2,153   1,993 160
1,615   279 1,336
6,490   5,995 495
6,256   1,469 4,787
5,513   7,281 -1,768
6,055   7,440 -1,385
10,366   8,196 2,170
1,023   979 44
1,014   968 46
2,150   1,996 154
121   90 31
3,178   2,078 1,100
9,106   3,634 5,472
1,256   1,370 -114
1,632   1,595 37
2,256   372 1,884
2,631   2,733 -102
526   391 135
7,775   7,960 -185
1,645   1,137 508
15,624   10,063 5,561
1,411   1,415 -4
538   432 106
55,397   51,081 4,316
526   489 37
521   484 37
888   718 170
486   486  
302   236 66
1,216   192 1,024
306   216 90
682   682  
324   266 58
436   368 68
282   250 32
381   301 80
160   143 17
157   238 -81
281   276 5
573   429 144
576   541 35
609   93 516
515   391 124
349   361 -12
469   309 160
415   420 -5
228   221 7
607   391 216
309   339 -30
1,332   1,252 80
1,602   1,519 83
351   279 72
196   190 6
298   278 20
325   321 4
320   199 121
134   147 -13
460   472 -12
618   452 166
668   197 471
447   304 143
450   254 196
219   253 -34
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
      15,613
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       3,128
b       302
c       460
d       -67
e       2,538
      -368
      -938
      133
      1,250
      14
      78
      41
      256
      -236
      48
      84
      669
      84
      924
      103
      -114
      524
      416
      118
      43
      17
      -7
      -89
      147
      45
      271
      194
      67
      51
      146
      280
      410
      847
      143
      1,530
      17
      -3
      168
      90
      55
      7,050
      205
      -394
      6
      -126
      59
      361
      462
      2
      47
      911
      -3
      933
      -29
      15
      77
      4
      17
      -5
      -150
      37
      -44
      383
      -22
      -69
      61
      5,035
      24
      -340
      28
      168
      173
      1,161
      -13
      63
      171
      52
      -30
      58
      217
      90
      334
      114
      183
      -28
      1,445
      1,854
      943
      6
      1,517
      3,040
      184
      632
      905
      -340
      212
      711
      133
      496
      76
      124
      75
      595
      6,724
      160
      1,336
      495
      4,787
      -1,768
      -1,385
      2,170
      44
      46
      154
      31
      1,100
      5,472
      -114
      37
      1,884
      -102
      135
      -185
      508
      5,561
      -4
      106
      4,316
      37
      37
      170
       
      66
      1,024
      90
       
      58
      68
      32
      80
      17
      -81
      5
      144
      35
      516
      124
      -12
      160
      -5
      7
      216
      -30
      80
      83
      72
      6
      20
      4
      121
      -13
      -12
      166
      471
      143
      196
      -34
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 95,107
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,577
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,577
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,577
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 708
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.............. 7 708
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 9 869
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 arrowWI
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 arrowBONNIE D WETTER Telephone no.right arrow (608) 751-1382

Located atright arrowPO BOX 387BELOITWI ZIP+4right arrow53512
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
BONNIE D WETTER PRESIDENT
1 		0    
PO BOX 387
BELOIT,WI53511
DAVID RICHARD BARDER DIRECTOR
1 		0    
PO BOX 387
BELOIT,WI53511
JAMES B FISHER SECRETARY
1 		0    
PO BOX 387
BELOIT,WI53511
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,779,441
b
Average of monthly cash balances.......................
1b
63,978
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,843,419
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,843,419
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,651
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,815,768
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
90,788
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
90,788
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,577
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,577
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
89,211
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
89,211
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
89,211
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
85,715
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
85,715
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 89,211
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 77,594
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$ 85,715
a Applied to 2023, but not more than line 2a 77,594
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..... 8,121
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 .......... 		81,090
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 e-mail address of the person to whom applications should be addressed:
BONNIE D WETTER
PO BOX 387
BELOIT,WI53512
(608) 751-1382
colmorsefdn@gmail.com
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN WITH DETAILED EXPLANATION TO colmorsefdn@gmail.com
cAny submission deadlines:
MAY 1 AND NOV 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GEOGRAPHIC TO THE GREATER BELOIT AREA
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

CARITAS

2840 PRARIE AVE
BELOIT,WI53511 		NONE PC PROGRAM SUPPORT 9,000

JUNIOR ACHIEVEMENT OF WI INC

PO BOX 1385
JANESVILLE,WI535471385 		NONE PC PROGRAM SUPPORT 2,500

SECOND HARVEST FOODBANK
OF SOUTHERN WISCONSIN
2802 DAIRY DRIVE
MADISON,WI53718 		NONE PC PROGRAM SUPPORT 20,000

BELOIT HISTORICAL SOCIETY

845 HACKETT STREET
BELOIT,WI53511 		NONE PC PROGRAM SUPPORT 3,000

NATURE AT THE CONFLUENCE

2410 CLIFCORN DRIVE
BELOIT,WI53511 		NONE PC PROGRAM SUPPORT AND NATURE 2,000

FAMILY PROMISE OF GREATER BELOIT

655 BLUFF ST
Beloit,WI53511 		NONE PC PROGRAM SUPPORT 7,800

REACH OUT AND READ

5606 N ARGYLE AVE
GLENDALE,WI53209 		NONE PC PROGRAM SUPPORT 3,000

AGRACE

7290 ARGUS DRIVE
ROCKFORD,IL61107 		NONE PC PROGRAM SUPPORT 3,000

GIRLS ON THE RUN

901 DEMING WAY 11
MADISON,WI53717 		NONE PC PROGRAM SUPPORT 2,000

STATELINE WORKS OF MERCY

655 BLUFF STREET
BELOIT,WI53511 		NONE PC PROGRAM SUPPORT 14,400

GIFTS MEN SHELTER

1025 N WASHINGTON ST
JANESVILLE,WI53548 		NONE PC PROGRAM SUPPORT 3,000

MESSIAH LUTHERAN CHURCH FOOD PANTRY

302 11TH ST
PORT BYRON,IL61275 		NONE PC PROGRAM SUPPORT 5,000

BELOIT CARES

2170 MURPHY WOODS ROAD
BELOIT,WI53511 		NONE PC PROGRAM SUPPORT 7,000
Total .................................right arrow 3a 81,700
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 37,507  
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 95,107  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		    1 86  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   132,700  
13Total. Add line 12, columns (b), (d), and (e)..................
13
132,700
(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 AccountingFeesSchedule
Name:
MORSE COL ROBERT H FDN TR
EIN:
39-6092711
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 800 400   400

TY 2024 OtherExpensesSchedule
Name:
MORSE COL ROBERT H FDN TR
EIN:
39-6092711
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 3,615 0   3,615


TY 2024 OtherIncreasesSchedule
Name:
MORSE COL ROBERT H FDN TR
EIN:
39-6092711
Description Amount
COST BASIS ADJUSTMENTS 192


TY 2024 OtherProfessionalFeesSchedule
Name:
MORSE COL ROBERT H FDN TR
EIN:
39-6092711
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A 18,500 18,500    


TY 2024 TaxesSchedule
Name:
MORSE COL ROBERT H FDN TR
EIN:
39-6092711
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5 5   0
FEDERAL ESTIMATES - PRINCIPAL 708 0   0
FOREIGN TAXES ON QUALIFIED FOR 280 280   0
FOREIGN TAXES ON NONQUALIFIED 1 1   0