TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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 02-01-2024 , and ending 01-31-2025

Name of foundation
SARAH DECOIZART PERPETUAL CHARITABLE TR

Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603

A Employer identification number

13-7046581

B Telephone number (see instructions)

(800) 496-2583

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$50,730,463J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	1,489,701		1,489,701
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		3,828,698
b	Gross sales price for all assets on line 6a 13,470,040
7	Capital gain net income (from Part IV, line 2)...			3,828,698
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........	5,318,399		5,318,399
13	Compensation of officers, directors, trustees, etc.	327,431		177,609		149,822
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)...	List of Attached Documents: // Content	78,559	1,469		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).......	List of Attached Documents: // Content	750			750
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	406,740		179,078	0	150,572
25	Contributions, gifts, grants paid.......	1,996,920				1,996,920
26	Total expenses and disbursements. Add lines 24 and 25	2,403,660		179,078	0	2,147,492
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	2,914,739
b	Net investment income (if negative, enter -0-)			5,139,321
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	57,549	52,676	52,676
	2	Savings and temporary cash investments.........	1,383,684	25,538	25,538
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	21,093,108	List of Attached Documents: // Content 24,651,376	39,166,226
	c	Investments—corporate bonds (attach schedule).......	10,723,250	List of Attached Documents: // Content 11,517,732	11,486,023
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	33,257,591	36,247,322	50,730,463
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	33,257,591	36,247,322
	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).....	33,257,591	36,247,322
	30	Total liabilities and net assets/fund balances (see instructions).	33,257,591	36,247,322

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

33,257,591

Enter amount from Part I, line 27a .....................

2,914,739

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

75,000

Add lines 1, 2, and 3 ..........................

36,247,330

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

36,247,322

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	. WELLS FARGO & CO NEW			2024-02-06
b	173. ADVANCED MICRO DEVICES INC		2020-11-06	2024-02-20
c	418. NEXTERA ENERGY INC		2023-06-23	2024-02-20
d	97. NEXTERA ENERGY INC		2022-06-06	2024-02-20
e	213. NEXTERA ENERGY INC		2023-06-23	2024-02-20
	298. NEXTERA ENERGY INC		2018-07-18	2024-02-20
	156. ADVANCED MICRO DEVICES INC		2020-11-06	2024-03-20
	1947. ISHARES MISCI EAFE INDEX FUND			2024-03-20
	1053. ISHARES MISCI EAFE INDEX FUND		2019-08-14	2024-03-20
	41. NVIDIA CORP			2024-03-20
	5950. VANGUARD INT-TERM CORPORATE		2023-12-14	2024-03-20
	32. ASML HOLDING NV-NY REG SHS		2023-11-20	2024-03-20
	14. ASML HOLDING NV-NY REG SHS		2020-03-05	2024-03-20
	237. NXP SEMICONDUCTORS NV			2024-03-20
	143. NXP SEMICONDUCTORS NV			2024-04-12
	143. NXP SEMICONDUCTORS NV			2024-04-12
	6000. ISHARES MISCI EAFE INDEX FUND			2024-04-25
	20703.934 VANGUARD TTL INTL BND-ADM			2024-04-25
	. CASH RECEIPT SECURITIES LITIGATION			2024-05-06
	6000. VANGUARD INT-TERM CORPORATE		2023-12-14	2024-05-07
	6. DEERE & CO		2021-08-19	2024-05-13
	157. DEERE & CO			2024-05-13
	10. DEERE & CO		2021-08-19	2024-05-13
	7. DEERE & CO		2021-08-19	2024-05-13
	. ORACLE CORP			2024-05-16
	16. LAUDER ESTEE COS INC CL A		2023-09-22	2024-05-17
	364. LAUDER ESTEE COS INC CL A			2024-05-17
	16. LAUDER ESTEE COS INC CL A		2023-09-22	2024-05-20
	. EXXON MOBIL CORP			2024-05-28
	. ALLERGAN PLC			2024-06-04
	517. ALPHABET INC-CL A		2012-07-11	2024-06-05
	. NORWEST CORP			2024-06-27
	61. ABBVIE INC		2020-03-31	2024-07-17
	26. ADVANCED MICRO DEVICES INC		2020-11-06	2024-07-17
	152. ALPHABET INC-CL C			2024-07-17
	163. AMAZON COM INC		2015-03-12	2024-07-17
	29. AMERICAN EXPRESS CO		2019-05-15	2024-07-17
	26. ANALOG DEVICES INC		2020-11-06	2024-07-17
	158. APPLE COMPUTER INC			2024-07-17
	206. BANK OF AMERICA CORPORATION		2023-12-18	2024-07-17
	17. BIOGEN IDEC INC			2024-07-17
	3. BOOKING HOLDINGS INC		2020-09-30	2024-07-17
	107. BOSTON SCIENTIFIC CORP		2016-12-05	2024-07-17
	115. BRISTOL MYERS SQUIBB CO			2024-07-17
	104. CONOCOPHILLIPS			2024-07-17
	10. COSTCO WHSL CORP NEW		2023-09-22	2024-07-17
	11. DEERE & CO			2024-07-17
	22. EXXON MOBIL CORP		2023-09-12	2024-07-17
	115. EXXON MOBIL CORP		2023-01-25	2024-07-17
	50. FACEBOOK INC-A			2024-07-17
	38. FISERV INC		2023-07-07	2024-07-17
	26. ARTHUR J GALLAGHER & CO		2021-04-29	2024-07-17
	27. HILTON WORLDWIDE HOLDINGS IN		2021-02-24	2024-07-17
	28. HONEYWELL INTL INC		2010-12-08	2024-07-17
	56. INGERSOLL RAND INC		2021-05-17	2024-07-17
	14. INTUIT		2020-02-25	2024-07-17
	12. INTUITIVE SURGICAL INC NEW		2023-06-23	2024-07-17
	4400. ISHARES CORE MSCI EUROPE ETF		2024-03-20	2024-07-17
	3600. ISHARES CORE MSCI EUROPE ETF			2024-07-17
	9. LILLY ELI & CO		2016-12-16	2024-07-17
	19. LOWES COS INC		2011-09-22	2024-07-17
	14. MARTIN MARIETTA MATLS INC			2024-07-17
	35. MASTERCARD INC - CLASS A		2010-03-04	2024-07-17
	38. MCDONALDS CORP		2024-05-17	2024-07-17
	115. MICROSOFT CORP		1993-07-02	2024-07-17
	78. MONDELEZ INTERNATIONAL-W/I		2024-05-13	2024-07-17
	102. MONSTER BEVERAGE CORP		2022-08-24	2024-07-17
	88. MORGAN STANLEY DEAN WITTER & CO NEW		2013-04-19	2024-07-17
	74. NEXTERA ENERGY INC		2018-07-18	2024-07-17
	28. NORFOLK SOUTHN CORP		2018-03-09	2024-07-17
	358. NVIDIA CORP		2023-02-24	2024-07-17
	26. OLD DOMINION FREIGHT LINE INC COM		2021-09-09	2024-07-17
	38. PEPSICO INC		2014-10-13	2024-07-17
	51. PROGRESSIVE CORP OHIO		2022-04-08	2024-07-17
	5. REGENERON PHARMACEUTICALS INC		2021-01-28	2024-07-17
	1. REGENERON PHARMACEUTICALS INC		2021-01-28	2024-07-17
	13. S&P GLOBAL INC		2022-12-02	2024-07-17
	700. SPDR TR UNIT SER 1		2018-08-22	2024-07-17
	19. SALESFORCE.COM INC		2024-03-20	2024-07-17
	116. SOUTHERN CO			2024-07-17
	19. STRYKER CORP		2023-09-13	2024-07-17
	42. TJX COS INC NEW		2023-09-22	2024-07-17
	36. T-MOBILE US INC		2022-08-31	2024-07-17
	47. TEXAS INSTRS INC		2016-03-10	2024-07-17
	10. THERMO ELECTRON CORP		2024-01-29	2024-07-17
	36. UNITEDHEALTH GROUP INC		2010-12-08	2024-07-17
	30. WASTE CONNECTIONS INC			2024-07-17
	163. WELLS FARGO & CO NEW			2024-07-17
	28. EATON CORP PLC		2021-02-22	2024-07-17
	30. LINDE PLC		2018-12-11	2024-07-17
	3. ASML HOLDING NV-NY REG SHS		2020-03-05	2024-07-17
	25. NXP SEMICONDUCTORS NV		2019-02-21	2024-07-17
	2652. VANGUARD BD INDEX FD INC		2019-03-01	2024-08-07
	284. ABBVIE INC		2020-03-31	2024-08-27
	133. ADVANCED MICRO DEVICES INC		2020-11-06	2024-08-27
	707. ALPHABET INC-CL C		2012-08-13	2024-08-27
	756. AMAZON COM INC		2015-03-12	2024-08-27
	134. AMERICAN EXPRESS CO			2024-08-27
	120. ANALOG DEVICES INC		2020-11-06	2024-08-27
	778. APPLE COMPUTER INC			2024-08-27
	518. BANK OF AMERICA CORPORATION		2023-12-18	2024-08-27
	345. BANK OF AMERICA CORPORATION		2012-10-23	2024-08-27
	95. BANK OF AMERICA CORPORATION		2012-10-23	2024-08-27
	82. BIOGEN IDEC INC			2024-08-27
	13. BOOKING HOLDINGS INC		2020-09-30	2024-08-27
	501. BOSTON SCIENTIFIC CORP		2016-12-05	2024-08-27
	534. BRISTOL MYERS SQUIBB CO			2024-08-27
	484. CONOCOPHILLIPS			2024-08-27
	3. COSTCO WHSL CORP NEW		2023-09-22	2024-08-27
	45. COSTCO WHSL CORP NEW		2021-10-27	2024-08-27
	50. DEERE & CO		2021-10-21	2024-08-27
	646. EXXON MOBIL CORP			2024-08-27
	1. FACEBOOK INC-A		2022-12-02	2024-08-27
	237. FACEBOOK INC-A		2022-12-02	2024-08-27
	175. FISERV INC		2023-07-07	2024-08-27
	120. ARTHUR J GALLAGHER & CO			2024-08-27
	128. HILTON WORLDWIDE HOLDINGS IN		2021-02-24	2024-08-27
	130. HONEYWELL INTL INC		2010-12-08	2024-08-27
	261. INGERSOLL RAND INC			2024-08-27
	65. INTUIT			2024-08-27
	57. INTUITIVE SURGICAL INC NEW			2024-08-27
	12300. ISHARES MISCI EAFE INDEX FUND			2024-08-27
	4200. JPMORGAN BETABUILDERS CANADA			2024-08-27
	45. LILLY ELI & CO		2016-12-16	2024-08-27
	86. LOWES COS INC		2011-09-22	2024-08-27
	69. MARTIN MARIETTA MATLS INC		2023-11-08	2024-08-27
	164. MASTERCARD INC - CLASS A		2010-03-04	2024-08-27
	92. MCDONALDS CORP		2024-05-17	2024-08-27
	42. MCDONALDS CORP			2024-08-27
	536. MICROSOFT CORP		1993-07-02	2024-08-27
	370. MONDELEZ INTERNATIONAL-W/I		2024-05-13	2024-08-27
	474. MONSTER BEVERAGE CORP			2024-08-27
	414. MORGAN STANLEY DEAN WITTER & CO NEW		2013-04-19	2024-08-27
	343. NEXTERA ENERGY INC			2024-08-27
	131. NORFOLK SOUTHN CORP			2024-08-27
	1498. NVIDIA CORP		2023-02-24	2024-08-27
	327. NVIDIA CORP		2023-02-24	2024-08-27
	127. OLD DOMINION FREIGHT LINE INC COM		2021-09-09	2024-08-27
	175. PEPSICO INC		2014-10-13	2024-08-27
	239. PROGRESSIVE CORP OHIO			2024-08-27
	30. REGENERON PHARMACEUTICALS INC		2021-01-28	2024-08-27
	63. S&P GLOBAL INC		2022-12-02	2024-08-27
	99. SALESFORCE.COM INC		2024-03-20	2024-08-27
	414. SOUTHERN CO			2024-08-27
	85. STRYKER CORP		2023-09-13	2024-08-27
	104. TJX COS INC NEW		2023-09-22	2024-08-27
	91. TJX COS INC NEW		2023-02-07	2024-08-27
	162. T-MOBILE US INC			2024-08-27
	218. TEXAS INSTRS INC			2024-08-27
	44. THERMO ELECTRON CORP			2024-08-27
	165. UNITEDHEALTH GROUP INC		2010-12-08	2024-08-27
	146. WASTE CONNECTIONS INC		2016-07-26	2024-08-27
	754. WELLS FARGO & CO NEW		2020-12-15	2024-08-27
	130. EATON CORP PLC		2021-02-22	2024-08-27
	135. LINDE PLC		2018-12-11	2024-08-27
	19. ASML HOLDING NV-NY REG SHS		2020-03-05	2024-08-27
	122. NXP SEMICONDUCTORS NV			2024-08-27
	475. ALPHABET INC-CL C			2024-09-12
	23. INTUIT		2020-02-25	2024-09-12
	96. INTUIT			2024-09-12
	195. BIOGEN IDEC INC			2024-10-01
	147. HONEYWELL INTL INC		2010-12-08	2024-10-01
	8. INTUIT		2020-05-04	2024-10-01
	34. INTUIT		2020-05-04	2024-10-01
	15. BIOGEN IDEC INC		2023-01-06	2024-10-02
	74. BIOGEN IDEC INC		2023-10-27	2024-10-02
	52. BIOGEN IDEC INC		2023-01-06	2024-10-02
	26. BIOGEN IDEC INC		2023-10-27	2024-10-02
	3. INTUIT		2020-05-04	2024-10-02
	3. INTUIT		2020-05-04	2024-10-02
	9. INTUIT		2020-05-04	2024-10-02
	6. INTUIT		2020-05-04	2024-10-02
	5. BIOGEN IDEC INC		2023-10-27	2024-10-03
	7. INTUIT		2020-05-04	2024-10-03
	3. INTUIT		2020-05-04	2024-10-04
	1. INTUIT		2020-05-04	2024-10-04
	15. INTUIT		2020-05-04	2024-10-07
	1. INTUIT		2020-05-04	2024-10-08
	8. INTUIT		2020-05-04	2024-10-09
	9. INTUIT		2020-05-04	2024-10-10
	1. INTUIT		2020-05-04	2024-10-10
	9. INTUIT		2020-05-04	2024-10-10
	6. INTUIT		2020-05-04	2024-10-11
	5. INTUIT		2020-05-04	2024-10-11
	8. DEERE & CO		2021-10-21	2024-10-14
	5. DEERE & CO		2021-10-21	2024-10-14
	7. INTUIT		2020-05-04	2024-10-14
	19. DEERE & CO		2021-10-21	2024-10-15
	2. DEERE & CO		2021-10-21	2024-10-15
	12. INTUIT		2020-05-04	2024-10-15
	25. DEERE & CO		2021-10-21	2024-10-16
	6. INTUIT		2020-05-04	2024-10-16
	13. DEERE & CO		2021-10-21	2024-10-17
	13. DEERE & CO		2021-10-21	2024-10-17
	15. INTUIT		2020-05-04	2024-10-17
	7. INTUIT		2020-05-04	2024-10-17
	133. DEERE & CO		2021-10-21	2024-11-01
	11. DEERE & CO		2021-10-21	2024-11-01
	63. ANALOG DEVICES INC		2020-11-06	2024-11-13
	478. ANALOG DEVICES INC			2024-11-13
	14. CONOCOPHILLIPS		2021-03-18	2024-11-21
	181. CONOCOPHILLIPS		2021-03-18	2024-11-21
	38. CONOCOPHILLIPS		2021-03-18	2024-11-21
	21. LILLY ELI & CO		2016-12-16	2024-11-21
	15. LILLY ELI & CO		2016-12-16	2024-11-21
	2. LILLY ELI & CO		2016-12-16	2024-11-21
	618. MONSTER BEVERAGE CORP		2022-06-17	2024-11-21
	4. MONSTER BEVERAGE CORP		2022-06-17	2024-11-21
	9. MONSTER BEVERAGE CORP		2022-06-17	2024-11-21
	24. MONSTER BEVERAGE CORP		2022-06-17	2024-11-21
	4. T-MOBILE US INC		2022-09-01	2024-11-21
	126. T-MOBILE US INC		2022-09-01	2024-11-21
	2. LINDE PLC		2018-12-11	2024-11-21
	63. LINDE PLC		2018-12-11	2024-11-21
	5. LINDE PLC		2018-12-11	2024-11-21
	6. LINDE PLC		2018-12-11	2024-11-21
	25. LINDE PLC		2018-12-11	2024-11-21
	113. MONSTER BEVERAGE CORP		2022-06-17	2024-11-22
	. MCKESSON CORP			2024-12-04
	2550. ISHARES TR 20+ TREAS INDEX FD			2024-12-09
	978. ISHARES TR 20+ TREAS INDEX FD			2024-12-09
	6575. ISHARES MISCI EAFE INDEX FUND		2017-01-10	2024-12-09
	12800. ISHARES CORE MSCI EUROPE ETF		2023-01-24	2024-12-09
	13486. ISHARES BROAD USD HIGH YIELD		2024-08-02	2024-12-09
	2920. JPMORGAN BETABUILDERS JAPAN ETF		2023-07-11	2024-12-09
	59300.64 SIX CIRCLES CREDIT OPPORT		2024-08-02	2024-12-09
	5500. VANGUARD LONG-TERM TREASURY ETF		2024-01-23	2024-12-09
	599. ADVANCED MICRO DEVICES INC		2020-11-06	2024-12-17
	35. COSTCO WHSL CORP NEW		2021-10-27	2024-12-17
	20. COSTCO WHSL CORP NEW		2021-10-27	2024-12-17
	471. NVIDIA CORP		2023-02-24	2024-12-17
	223. T-MOBILE US INC		2022-09-01	2024-12-17
	376. T-MOBILE US INC			2024-12-17
	. ALEXION PHARMACEUTICALS INC			2025-01-03
	36. ABBVIE INC		2020-03-31	2025-01-22
	76. ALPHABET INC-CL C		2012-07-11	2025-01-22
	94. AMAZON COM INC		2015-03-12	2025-01-22
	16. AMERICAN EXPRESS CO		2018-07-18	2025-01-22
	143. APPLE COMPUTER INC			2025-01-22
	119. BANK OF AMERICA CORPORATION		2012-10-23	2025-01-22
	1. BOOKING HOLDINGS INC		2020-10-05	2025-01-22
	62. BOSTON SCIENTIFIC CORP		2016-12-05	2025-01-22
	116. BRISTOL MYERS SQUIBB CO		2019-11-20	2025-01-22
	24. BROADCOM INC		2024-12-17	2025-01-22
	8. CADENCE DESIGN SYS INC		2024-11-13	2025-01-22
	56. CONOCOPHILLIPS		2021-03-18	2025-01-22
	4. COSTCO WHSL CORP NEW		2021-10-27	2025-01-22
	34. DISNEY WALT CO		2024-11-21	2025-01-22
	80. EXXON MOBIL CORP		2022-11-01	2025-01-22
	29. FACEBOOK INC-A		2022-12-02	2025-01-22
	42. FISERV INC		2024-10-01	2025-01-22
	15. ARTHUR J GALLAGHER & CO		2021-04-29	2025-01-22
	16. HILTON WORLDWIDE HOLDINGS IN			2025-01-22
	17. HONEYWELL INTL INC		2010-12-08	2025-01-22
	33. INGERSOLL RAND INC		2021-05-14	2025-01-22
	6. INTUITIVE SURGICAL INC NEW		2022-02-15	2025-01-22
	5. LILLY ELI & CO		2016-12-16	2025-01-22
	11. LOWES COS INC		2011-09-22	2025-01-22
	8. MARTIN MARIETTA MATLS INC		2023-11-08	2025-01-22
	22. MASTERCARD INC - CLASS A		2024-09-12	2025-01-22
	21. MCDONALDS CORP		2024-12-17	2025-01-22
	66. MICROSOFT CORP		1993-07-02	2025-01-22
	47. MONDELEZ INTERNATIONAL-W/I		2024-05-13	2025-01-22
	24. MONSTER BEVERAGE CORP		2022-06-17	2025-01-22
	1. MONSTER BEVERAGE CORP		2022-06-17	2025-01-22
	5. MONSTER BEVERAGE CORP		2022-06-17	2025-01-22
	52. MORGAN STANLEY DEAN WITTER & CO NEW		2013-04-19	2025-01-22
	53. NEXTERA ENERGY INC		2024-09-12	2025-01-22
	16. NORFOLK SOUTHN CORP		2018-03-09	2025-01-22
	210. NVIDIA CORP		2023-02-24	2025-01-22
	16. OLD DOMINION FREIGHT LINE INC COM			2025-01-22
	47. OTIS WORLDWIDE CORP		2024-10-14	2025-01-22
	29. PEPSICO INC			2025-01-22
	30. PROGRESSIVE CORP OHIO		2022-04-07	2025-01-22
	3. REGENERON PHARMACEUTICALS INC		2021-01-28	2025-01-22
	7. S&P GLOBAL INC		2022-12-02	2025-01-22
	28. SALESFORCE.COM INC		2024-03-20	2025-01-22
	6. SHERWIN WILLIAMS CO		2024-11-21	2025-01-22
	66. SOUTHERN CO			2025-01-22
	10. STRYKER CORP		2023-09-13	2025-01-22
	25. TJX COS INC NEW		2023-02-07	2025-01-22
	27. TEXAS INSTRS INC		2016-03-10	2025-01-22
	6. THERMO ELECTRON CORP		2024-01-29	2025-01-22
	20. UNITEDHEALTH GROUP INC		2010-12-08	2025-01-22
	3400. VANGUARD BD INDEX FD INC		2019-03-01	2025-01-22
	600. VANGUARD BD INDEX FD INC		2019-03-01	2025-01-22
	18. WASTE CONNECTIONS INC		2016-07-26	2025-01-22
	93. WELLS FARGO & CO NEW		2020-12-15	2025-01-22
	16. EATON CORP PLC		2021-02-22	2025-01-22
	15. LINDE PLC		2018-12-11	2025-01-22
	3. ASML HOLDING NV-NY REG SHS		2024-11-13	2025-01-22
	18. NXP SEMICONDUCTORS NV		2024-11-13	2025-01-22
	9. MONSTER BEVERAGE CORP		2022-06-17	2025-01-23
	1. COSTCO WHSL CORP NEW		2021-10-27	2025-01-24
	6. COSTCO WHSL CORP NEW		2021-10-27	2025-01-24
	41. COSTCO WHSL CORP NEW		2021-10-27	2025-01-24
	22. LILLY ELI & CO		2016-12-16	2025-01-27
	885. MONSTER BEVERAGE CORP		2022-06-17	2025-01-27
	6. MONSTER BEVERAGE CORP		2022-06-17	2025-01-27
	385. MONSTER BEVERAGE CORP		2022-06-17	2025-01-27
	50. MONSTER BEVERAGE CORP		2022-06-17	2025-01-28
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	215		215
b	28,479	14,821	13,658
c	23,796	31,024	-7,228
d	5,522	7,822	-2,300
e	11,997	15,809	-3,812
	16,785	12,623	4,162
	28,137	13,365	14,772
	155,355	121,153	34,202
	84,010	64,931	19,079
	36,597	9,500	27,097
	476,412	481,538	-5,126
	30,446	22,186	8,260
	13,320	4,093	9,227
	56,471	25,736	30,735
	33,879	13,450	20,429
	33,751	13,433	20,318
	459,131	360,602	98,529
	400,000	451,272	-51,272
	50		50
	476,435	485,584	-9,149
	2,448	2,152	296
	64,299	56,310	7,989
	4,132	3,586	546
	2,863	2,510	353
	104		104
	2,157	2,362	-205
	49,091	53,694	-4,603
	2,124	2,360	-236
	103		103
	132		132
	90,398	7,383	83,015
	485		485
	10,705	4,636	6,069
	4,194	2,227	1,967
	27,712	2,810	24,902
	30,566	3,045	27,521
	7,239	3,412	3,827
	6,185	3,466	2,719
	36,232	33,154	3,078
	9,039	6,930	2,109
	3,871	5,059	-1,188
	11,984	5,126	6,858
	8,274	2,215	6,059
	4,946	7,762	-2,816
	12,093	7,975	4,118
	8,479	5,595	2,884
	4,242	3,929	313
	2,588	2,583	5
	13,527	12,887	640
	22,969	8,129	14,840
	5,986	4,768	1,218
	7,058	3,660	3,398
	5,924	3,430	2,494
	6,161	1,376	4,785
	5,521	2,717	2,804
	9,239	4,040	5,199
	5,127	3,929	1,198
	257,646	253,943	3,703
	210,801	186,727	24,074
	8,168	655	7,513
	4,611	362	4,249
	7,899	6,346	1,553
	15,741	807	14,934
	9,896	10,342	-446
	50,977	313	50,664
	5,251	5,600	-349
	5,178	4,608	570
	9,370	1,808	7,562
	5,220	3,134	2,086
	6,557	4,056	2,501
	42,366	8,271	34,095
	5,186	3,762	1,424
	6,453	3,619	2,834
	11,235	6,035	5,200
	5,417	2,547	2,870
	1,084	509	575
	6,337	4,684	1,653
	390,246	200,441	189,805
	4,781	5,782	-1,001
	9,451	9,226	225
	6,359	5,624	735
	4,789	3,758	1,031
	6,596	5,204	1,392
	9,687	2,594	7,093
	5,545	5,568	-23
	20,509	1,329	19,180
	5,475	1,486	3,989
	9,892	5,607	4,285
	8,746	3,648	5,098
	13,482	4,819	8,663
	2,801	877	1,924
	7,039	2,347	4,692
	206,340	208,923	-2,583
	55,567	21,582	33,985
	19,929	11,394	8,535
	118,721	11,511	107,210
	130,975	14,121	116,854
	34,086	15,240	18,846
	27,577	15,997	11,580
	177,272	147,035	30,237
	20,526	17,426	3,100
	13,671	3,256	10,415
	3,766	897	2,869
	16,577	23,599	-7,022
	50,541	22,211	28,330
	39,992	10,370	29,622
	25,609	30,849	-5,240
	54,414	34,359	20,055
	2,719	1,679	1,040
	40,786	21,982	18,804
	18,806	17,142	1,664
	75,937	71,976	3,961
	521	122	399
	123,526	29,000	94,526
	29,788	21,956	7,832
	34,758	16,887	17,871
	27,929	16,263	11,666
	26,587	6,389	20,198
	23,641	12,652	10,989
	40,401	18,706	21,695
	27,467	17,729	9,738
	1,017,520	725,383	292,137
	296,545	208,050	88,495
	43,017	3,273	39,744
	21,367	1,640	19,727
	35,488	31,136	4,352
	77,310	3,783	73,527
	26,619	25,038	1,581
	12,152	9,956	2,196
	220,790	1,457	219,333
	26,472	26,564	-92
	22,428	21,340	1,088
	42,435	8,505	33,930
	27,320	12,276	15,044
	32,346	18,951	13,395
	191,579	34,607	156,972
	41,822	7,554	34,268
	24,441	18,376	6,065
	30,748	16,667	14,081
	58,325	28,116	30,209
	35,984	15,279	20,705
	31,803	22,699	9,104
	25,995	30,126	-4,131
	35,501	32,766	2,735
	30,466	25,161	5,305
	12,518	9,306	3,212
	10,953	7,265	3,688
	32,836	23,391	9,445
	45,691	12,004	33,687
	26,646	24,394	2,252
	96,510	6,093	90,417
	27,206	7,222	19,984
	42,507	22,381	20,126
	38,511	16,938	21,573
	63,329	21,685	41,644
	16,879	5,555	11,324
	30,720	11,330	19,390
	73,350	6,783	66,567
	14,760	6,569	8,191
	61,663	27,336	34,327
	37,212	55,261	-18,049
	30,295	7,225	23,070
	4,861	2,132	2,729
	20,669	9,062	11,607
	2,831	4,153	-1,322
	14,021	17,334	-3,313
	9,852	14,397	-4,545
	4,899	6,091	-1,192
	1,827	800	1,027
	1,823	800	1,023
	5,475	2,399	3,076
	3,642	1,599	2,043
	934	1,171	-237
	4,221	1,866	2,355
	1,839	800	1,039
	609	267	342
	9,046	3,998	5,048
	610	267	343
	4,947	2,132	2,815
	5,578	2,399	3,179
	618	267	351
	5,573	2,399	3,174
	3,711	1,599	2,112
	3,088	1,333	1,755
	3,226	2,743	483
	2,018	1,714	304
	4,310	1,866	2,444
	7,658	6,514	1,144
	810	686	124
	7,413	3,198	4,215
	10,149	8,571	1,578
	3,656	1,599	2,057
	5,266	4,457	809
	5,261	4,457	804
	9,138	3,998	5,140
	4,276	1,866	2,410
	53,234	45,597	7,637
	4,404	3,771	633
	13,479	8,398	5,081
	102,107	63,613	38,494
	1,599	758	841
	20,632	9,805	10,827
	4,251	2,059	2,192
	15,650	1,527	14,123
	11,179	1,091	10,088
	1,481	145	1,336
	33,191	27,323	5,868
	215	177	38
	484	398	86
	1,295	1,061	234
	946	575	371
	29,790	18,097	11,693
	903	321	582
	28,466	10,120	18,346
	2,256	803	1,453
	2,711	964	1,747
	11,323	4,016	7,307
	6,113	4,996	1,117
	394		394
	239,447	237,397	2,050
	91,835	137,907	-46,072
	528,899	387,726	141,173
	736,494	663,617	72,877
	504,176	493,771	10,405
	171,130	150,329	20,801
	534,299	525,997	8,302
	324,352	322,341	2,011
	74,863	51,317	23,546
	34,674	17,097	17,577
	19,732	9,770	9,962
	60,690	10,881	49,809
	49,907	32,029	17,878
	83,429	50,819	32,610
	447		447
	6,066	2,736	3,330
	15,323	1,080	14,243
	22,065	1,756	20,309
	5,105	1,648	3,457
	31,735	32,341	-606
	5,475	1,123	4,352
	4,666	1,707	2,959
	6,280	1,283	4,997
	6,559	6,544	15
	5,913	5,720	193
	2,592	2,469	123
	5,861	3,034	2,827
	3,771	1,954	1,817
	3,691	3,919	-228
	8,890	8,909	-19
	18,351	3,548	14,803
	8,769	7,618	1,151
	4,429	2,111	2,318
	3,974	2,032	1,942
	3,787	836	2,951
	3,103	1,599	1,504
	3,680	1,731	1,949
	3,777	364	3,413
	2,853	210	2,643
	4,409	3,610	799
	11,630	10,719	911
	5,913	6,231	-318
	29,402	179	29,223
	2,659	3,374	-715
	1,182	1,061	121
	49	44	5
	246	221	25
	7,080	1,068	6,012
	3,644	4,430	-786
	4,032	2,311	1,721
	30,843	4,851	25,992
	3,045	2,305	740
	4,497	4,969	-472
	4,319	5,143	-824
	7,117	3,519	3,598
	2,069	1,528	541
	3,553	2,522	1,031
	9,339	8,521	818
	2,148	2,282	-134
	5,479	5,497	-18
	3,939	2,960	979
	3,055	1,996	1,059
	5,339	1,479	3,860
	3,472	3,325	147
	10,390	739	9,651
	262,855	267,850	-4,995
	46,392	47,268	-876
	3,219	890	2,329
	7,168	2,761	4,407
	5,908	2,085	3,823
	6,709	2,409	4,300
	2,336	1,990	346
	3,899	4,024	-125
	435	398	37
	943	488	455
	5,640	2,931	2,709
	38,533	20,028	18,505
	17,595	1,600	15,995
	43,770	39,128	4,642
	298	265	33
	19,144	17,022	2,122
	2,439	2,211	228
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596
			94,596

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			215
b			13,658
c			-7,228
d			-2,300
e			-3,812
			4,162
			14,772
			34,202
			19,079
			27,097
			-5,126
			8,260
			9,227
			30,735
			20,429
			20,318
			98,529
			-51,272
			50
			-9,149
			296
			7,989
			546
			353
			104
			-205
			-4,603
			-236
			103
			132
			83,015
			485
			6,069
			1,967
			24,902
			27,521
			3,827
			2,719
			3,078
			2,109
			-1,188
			6,858
			6,059
			-2,816
			4,118
			2,884
			313
			5
			640
			14,840
			1,218
			3,398
			2,494
			4,785
			2,804
			5,199
			1,198
			3,703
			24,074
			7,513
			4,249
			1,553
			14,934
			-446
			50,664
			-349
			570
			7,562
			2,086
			2,501
			34,095
			1,424
			2,834
			5,200
			2,870
			575
			1,653
			189,805
			-1,001
			225
			735
			1,031
			1,392
			7,093
			-23
			19,180
			3,989
			4,285
			5,098
			8,663
			1,924
			4,692
			-2,583
			33,985
			8,535
			107,210
			116,854
			18,846
			11,580
			30,237
			3,100
			10,415
			2,869
			-7,022
			28,330
			29,622
			-5,240
			20,055
			1,040
			18,804
			1,664
			3,961
			399
			94,526
			7,832
			17,871
			11,666
			20,198
			10,989
			21,695
			9,738
			292,137
			88,495
			39,744
			19,727
			4,352
			73,527
			1,581
			2,196
			219,333
			-92
			1,088
			33,930
			15,044
			13,395
			156,972
			34,268
			6,065
			14,081
			30,209
			20,705
			9,104
			-4,131
			2,735
			5,305
			3,212
			3,688
			9,445
			33,687
			2,252
			90,417
			19,984
			20,126
			21,573
			41,644
			11,324
			19,390
			66,567
			8,191
			34,327
			-18,049
			23,070
			2,729
			11,607
			-1,322
			-3,313
			-4,545
			-1,192
			1,027
			1,023
			3,076
			2,043
			-237
			2,355
			1,039
			342
			5,048
			343
			2,815
			3,179
			351
			3,174
			2,112
			1,755
			483
			304
			2,444
			1,144
			124
			4,215
			1,578
			2,057
			809
			804
			5,140
			2,410
			7,637
			633
			5,081
			38,494
			841
			10,827
			2,192
			14,123
			10,088
			1,336
			5,868
			38
			86
			234
			371
			11,693
			582
			18,346
			1,453
			1,747
			7,307
			1,117
			394
			2,050
			-46,072
			141,173
			72,877
			10,405
			20,801
			8,302
			2,011
			23,546
			17,577
			9,962
			49,809
			17,878
			32,610
			447
			3,330
			14,243
			20,309
			3,457
			-606
			4,352
			2,959
			4,997
			15
			193
			123
			2,827
			1,817
			-228
			-19
			14,803
			1,151
			2,318
			1,942
			2,951
			1,504
			1,949
			3,413
			2,643
			799
			911
			-318
			29,223
			-715
			121
			5
			25
			6,012
			-786
			1,721
			25,992
			740
			-472
			-824
			3,598
			541
			1,031
			818
			-134
			-18
			979
			1,059
			3,860
			147
			9,651
			-4,995
			-876
			2,329
			4,407
			3,823
			4,300
			346
			-125
			37
			455
			2,709
			18,505
			15,995
			4,642
			33
			2,122
			228

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	3,828,698
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	71,437
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	71,437
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	71,437
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	65,872
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	65,872
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	5,565
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

JPMORGAN CHASE BANK NA Telephone no. right arrow

(800) 496-2583

Located at right arrow

10 S DEARBORN IL1-0111CHICAGOIL ZIP+4 right arrow

60603

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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 20	327,431
10 S DEARBORN IL1-0111 CHICAGO,IL60603	TRUSTEE 20	327,431

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...................				0

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

48,791,514

Average of monthly cash balances.......................

815,926

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

49,607,440

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

49,607,440

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

744,112

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

48,863,328

Minimum investment return. Enter 5% (0.05) of line 5................

2,443,166

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.)

Minimum investment return from Part IX, line 6..................

2,443,166

Tax on investment income for 2024 from Part V, line 5 .......

71,437

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

71,437

Distributable amount before adjustments. Subtract line 2c from line 1............

2,371,729

Recoveries of amounts treated as qualifying distributions................

75,000

Add lines 3 and 4............................

2,446,729

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

2,446,729

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

2,147,492

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

2,147,492

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					2,446,729
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				1,921,489
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: $ 2,147,492
a Applied to 2023, but not more than line 2a				1,921,489
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.....					226,003
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 ..........					2,220,726
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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:

CASEY BURGESS CASTENEDA CO JPMORGA
270 PARK AVENUE FL 16
NEW YORK,NY10017
(212) 464-0308
NONE

bThe form in which applications should be submitted and information and materials they should include:

DESCRIBE THE PROPOSED USE OF FUNDS

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3) NO GRANTS ARE MADE TO INDIVIDUALS

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CENTER FOR WILDLIFE STUDIES 5808 DURBIN RD Bethesda,MD20817	NONE	PC	GENERAL	40,000
AUDUBON SOCIETY OF NEW HAMPSHIRE 84 SILK FARM ROAD CONCORD,NH03301	NONE	PC	PROGRAM SUPPORT	40,000
PERKINS SCHOOL FOR THE BLIND 175 NORTH BEACON STREET Watertown,MA02472	NONE	PC	GENERAL	50,000
CONSERVATION LAW FOUNDATION 62 SUMMER STREET BOSTON,MA02110	NONE	PC	PROGRAM SUPPORT	50,000
RHODE ISLAND ZOOLOGICAL SOCIETY 1000 ELMWOOD AVE Providence,RI02907	NONE	PC	GENERAL	35,000
LEADER DOGS FOR THE BLIND 1039 S ROCHESTER RD ROCHESTER HILLS,MI48307	NONE	PC	PROGRAM SUPPORT	50,000
USHER 1F COLLABORATIVE 321 WALNUT STREET 228 NEWTONVILLE,MA02460	NONE	PC	GENERAL	50,000
NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DR RESTON,VA20190	NONE	PC	PROGRAM SUPPORT	75,000
VISIONS SERVICES FOR THE BLIND & VISUALLY IMPAIRED 500 GREENWICH STREET SUITE 302 New York,NY10013	NONE	PC	GENERAL	75,000
WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BOULEVARD Bronx,NY10460	NONE	PC	GENERAL	75,000
CANCER CARE INC 275 SEVENTH AVENUE 22ND FLOOR New York,NY10001	NONE	PC	GENERAL	35,000
FRESHKILLS PARK ALLIANCEFRESHKILLS BIOLOFICAL STATION 121 6TH AVE 6TH FLOOR New York,NY10013	NONE	PC	GENERAL	35,000
SOLOMON R GUGGENHEIM MUSEUM & FOUNDATION 1071 FIFTH AVENUE New York,NY101280173	NONE	PC	GENERAL	25,000
DUCKS UNLIMITED INC ONE WATERFOWL WAY MEMPHIS,TN38120	NONE	PC	PROGRAM SUPPORT	75,000
MANOMET PO BOX 1770 Manomet,MA02345	NONE	PC	GENERAL	43,920
RUTGERS UNIVERSITY FOUNDATION 335 GEORGE STREET SUITE 4000 New Brunswick,NJ08901	NONE	PC	GENERAL	100,000
GLOUCESTER MARINE GENOMICS INSTITUTE 417 MAIN STREET Gloucester,MA01930	NONE	PC	GENERAL	23,000
XERCES SOCIETY PO BOX 84274 Seattle,WA981245574	NONE	PC	GENERAL	75,000
NATURESERVE 2511 JEFFERSON DAVIS HIGHWAY ARLINGTON,VA22202	NONE	PC	PROGRAM SUPPORT	55,000
DELAWARE RIVERKEEPER NETWORK 925 CANAL STREET SUITE 3701 Bristol,PA19007	NONE	PC	GENERAL	50,000
SAFE TODDLES 1491 ROUTE 52 SUITE 44 Fishkill,NY12524	NONE	PC	GENERAL	40,000
AMERICAN BIRD CONSERVANCY PO BOX 249 THE PLAINS,VA20198	NONE	PC	GENERAL	45,000
MARINE CONSERVATION INSTITUTE 14301 ARNOLD DR SUITE 25 Glen Ellen,CA95442	NONE	PC	GENERAL	50,000
MASS AUDUBON 208 S GREAT ROAD LINCOLN,MA01773	NONE	PC	GENERAL	35,000
ST FRANCIS DE SALES SCHOOL FOR THE DEAF 260 EASTERN PKWY BROOKLYN,NY11225	NONE	PC	GENERAL	75,000
NATIONAL MARINE LIFE CENTER 120 MAIN STREET BUZZARDS BAY,ME02446	NONE	PC	GENERAL	75,000
NEW HAMPSHIRE ASSOCIATION FOR THE BLIND 25 WALKER STREET CONCORD,NH03301	NONE	PC	GENERAL	50,000
NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET NEW YORK,NY10011	NONE	PC	GENERAL	75,000
SUSTAINABLE FISHERIES PARTNERSHIP FOUNDATION 4348 WAIALAE AVENUE 692 HONOLULU,HI96816	NONE	PC	GENERAL	50,000
CONNECTICUT INSTITUTE FOR THE BLIND DBA OAK HILL 120 HOLCOMB STREET HARTFORD,CT06112	NONE	PC	GENERAL	30,000
COMMONWEALTH ZOOLOGICAL CORPORATION DBA ZOO NEW ENGLAND ONE FRANKLIN PARK ROAD BOSTON,MA02121	NONE	PC	GENERAL	75,000
FOUNDATION FIGHTING BLINDNESS 7168 COLUMBIA GATEWAY DR STE 100 COLUMBIA,MD21046	NONE	PC	PROGRAM SUPPORT	100,000
AMERICAN FARMLAND TRUST 1150 CONNECTICUT AVE NW WASHINGTON,WA20036	NONE	PC	GENERAL	100,000
DEFENDERS OF WILDLIFE 1130 17TH ST NW WASHINGTON,DC20036	NONE	PC	GENERAL	50,000
MUSEUM OF MODERN ART 11 W 53RD ST NEW YORK,NY10019	NONE	PC	GENERAL	25,000
NOTRE DAME ACADEMY 425 SALISBURY STREET WORCESTER,MA01609	NONE	PC	PROGRAM SUPPORT	65,000
Total ................................. 3a				1,996,920

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	1,489,701
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	3,828,698
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) ..				5,318,399

13Total. Add line 12, columns (b), (d), and (e)..................

5,318,399

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
4812C0100 JPM CORE BD FD - USD	1,293,907	1,274,455
92203J308 VANGUARD TTL INTL BN	1,044,972	942,595
921937827 VANGUARD SHORT-TERM	1,112,477	1,118,216
464287432 ISHARES 20+ YEAR TRE
92203J407 VANGUARD TOTAL INTL	822,153	813,764
83002G702 SIX CIRCLES GLOBAL B	3,466,153	3,545,291
83002G884 SIX CIRCLES CREDIT O	1,924,587	1,964,813
92206C847 VANGUARD LONG-TERM T
92206C870 VANGUARD INT-TERM CO	797,507	790,305
464288588 ISHARES MBS ETF	1,055,976	1,036,584

Name of Stock	End of Year Book Value	End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO	45,302	224,885
110122108 BRISTOL-MYERS SQUIBB	161,235	170,896
438516106 HONEYWELL INTERNATIO	57,293	130,652
464287465 ISHARES MSCI EAFE ET	1,476,637	1,817,686
532457108 ELI LILLY & CO	10,037	111,929
548661107 LOWE'S COS INC	66,478	157,584
594918104 MICROSOFT CORP	6,378	973,731
609207105 MONDELEZ INTERNATION	39,579	93,886
617446448 MORGAN STANLEY	37,226	250,835
655844108 NORFOLK SOUTHERN COR	71,629	146,542
713448108 PEPSICO INC	106,924	146,923
723787107 PIONEER NATURAL RESO
882508104 TEXAS INSTRUMENTS IN	48,119	176,118
949746101 WELLS FARGO & CO	97,956	260,040
02079K107 ALPHABET INC-CL C	37,392	541,139
02079K305 ALPHABET INC-CL A
09062X103 BIOGEN INC
30303M102 META PLATFORMS INC-C	84,986	716,058
57636Q104 MASTERCARD INC - A	26,806	422,127
65339F101 NEXTERA ENERGY INC	77,334	135,320
91324P102 UNITEDHEALTH GROUP I	26,700	392,220
94106B101 WASTE CONNECTIONS IN	31,421	116,878
023135106 AMAZON.COM INC	60,237	787,672
037833100 APPLE INC	109,774	835,204
060505104 BANK OF AMERICA CORP	39,518	194,229
46432F842 ISHARES CORE MSCI EA	852,119	1,028,281
67066G104 NVIDIA CORP	36,468	904,848
337738108 FISERV INC	143,392	225,330
75886F107 REGENERON PHARMACEUT	65,456	86,814
78462F103 SPDR S&P 500 ETF TRU	1,546,649	3,313,019
00287Y109 ABBVIE INC	88,843	228,956
025816109 AMERICAN EXPRESS CO	59,620	186,343
580135101 MCDONALD'S CORP	167,860	215,659
883556102 THERMO FISHER SCIENT	81,813	117,159
N6596X109 NXP SEMICONDUCTORS N	70,494	132,846
007903107 ADVANCED MICRO DEVIC
032654105 ANALOG DEVICES INC
09857L108 BOOKING HOLDINGS INC	94,765	274,778
315911750 FIDELITY 500 INDEX F	4,262,492	6,826,651
461202103 INTUIT INC
518439104 ESTEE LAUDER COMPANI
N07059210 ASML HOLDING NV-NY R	46,744	87,239
20825C104 CONOCOPHILLIPS	101,302	186,690
22160K105 COSTCO WHOLESALE COR	53,691	107,787
244199105 DEERE & CO
363576109 ARTHUR J GALLAGHER &	73,307	158,757
43300A203 HILTON WORLDWIDE HOL	70,354	143,399
45687V106 INGERSOLL RAND INC	55,339	107,307
46120E602 INTUITIVE SURGICAL I	69,084	142,398
46641Q217 JPMORGAN BETABUILDER	1,288,388	1,452,119
46641Q225 JPMORGAN BETABUILDER	428,938	650,700
46641Q233 JPMORGAN BETABUILDER	872,592	792,615
679580100 OLD DOMINION FREIGHT	75,798	103,385
G29183103 EATON CORP PLC	73,404	186,071
30231G102 EXXON MOBIL CORP	192,377	301,795
46434V738 ISHARES CORE MSCI EU
61174X109 MONSTER BEVERAGE COR
743315103 PROGRESSIVE CORP	121,935	257,530
78409V104 S&P GLOBAL INC	96,178	141,824
872590104 T-MOBILE US INC
573284106 MARTIN MARIETTA MATE	123,863	162,692
83002G306 SIX CIRCLES US UNCON	5,593,700	6,445,829
83002G405 SIX CIRCLES INTL UNC	3,772,944	3,795,073
842587107 THE SOUTHERN COMPANY	172,709	198,122
863667101 STRYKER CORP	110,218	145,951
872540109 TJX COMPANIES INC	68,342	106,820
G54950103 LINDE PLC	78,377	220,383
11135F101 BROADCOM INC	204,989	190,956
127387108 CADENCE DESIGN SYS I	87,042	84,524
254687106 WALT DISNEY CO/THE	138,298	136,463
68902V107 OTIS WORLDWIDE CORP	159,705	148,474
79466L302 SALESFORCE INC	202,854	241,924
824348106 SHERWIN-WILLIAMS CO/	72,261	68,050
931142103 WALMART INC	57,711	58,111

Category	Amount	Net Investment Income
FOREIGN TAXES	1,469	1,469
FEDERAL TAX PAYMENT - PRIOR YE	35,205	0
FEDERAL ESTIMATES - INCOME	41,885	0