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 04-01-2024 , and ending 03-31-2025
Name of foundation
LIZANELL AND COLBERT COLDWELL FDN XXXXX3005
 
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

74-2576133
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,173,764J 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... 128,597 128,597  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 148,838
b Gross sales price for all assets on line 6a 1,835,189
7 Capital gain net income (from Part IV, line 2)... 148,838
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)....... Click to see attachment
List of Attached Documents:
// Content
879    
12 Total. Add lines 1 through 11........ 278,314 277,435  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 73,530 40,804   32,726
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
50 50   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
3,414     3,414
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 76,994 40,854 0 36,140
25 Contributions, gifts, grants paid....... 215,000 215,000
26 Total expenses and disbursements. Add lines 24 and 25 291,994 40,854 0 251,140
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,680
b Net investment income (if negative, enter -0-) 236,581
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............. 14,430 4,265 4,265
2 Savings and temporary cash investments......... 15,506 23,837 23,837
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,623,673 Click to see attachment
List of Attached Documents:
// Content
2,735,970 		3,726,553
c Investments—corporate bonds (attach schedule)....... 1,552,555 Click to see attachment
List of Attached Documents:
// Content
1,436,908 		1,419,109
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 4,206,164 4,200,980 5,173,764
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........ 4,206,164 4,200,980
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)..... 4,206,164 4,200,980
30 Total liabilities and net assets/fund balances (see instructions). 4,206,164 4,200,980
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
4,206,164
2
Enter amount from Part I, line 27a .....................
2
-13,680
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,496
4
Add lines 1, 2, and 3 ..........................
4
4,200,980
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
4,200,980
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 86. INVESCO QQQ TRUST SERIES 1   2024-02-07 2024-04-04
b 2. INVESCO QQQ TRUST SERIES 1   2022-07-07 2024-04-04
c 255. AMEX CONSUMER SVC SELECT SPD   2020-03-13 2024-04-04
d 5. NXP SEMICONDUCTORS NV   2019-02-20 2024-04-12
e 4. NXP SEMICONDUCTORS NV   2019-02-20 2024-04-12
606.709 DODGE & COX INCOME FUND   2018-08-10 2024-04-16
502.233 PIMCO TOTAL RETURN FIND   2021-07-14 2024-04-16
3046.764 VANGUARD TTL BD MKT IDX-ADM   2019-06-18 2024-04-16
184.872 FIDELITY INTL INDX   2023-12-13 2024-04-19
53. INVESCO QQQ TRUST SERIES 1     2024-04-19
346. ISHARES CORE MSCI EMERGING   2020-01-09 2024-04-19
1052.452 JPM MANAGED INCOME - INSTL FUND 2119   2023-12-13 2024-04-19
1394.143 JPM MANAGED INCOME - INSTL FUND 2119   2022-10-10 2024-04-19
1522.55 PARNASSUS EQTY INCOME FD-INS   2023-04-21 2024-04-19
505.773 VANGUARD TTL BD MKT IDX-ADM   2019-06-18 2024-04-19
5. DEERE & CO   2021-08-19 2024-05-13
1. DEERE & CO   2021-08-19 2024-05-13
5. ABBVIE INC   2020-03-31 2024-05-14
3. ADVANCED MICRO DEVICES INC   2020-11-06 2024-05-14
12. ALPHABET INC-CL C   2015-01-15 2024-05-14
13. AMAZON COM INC     2024-05-14
3. AMERICAN EXPRESS CO   2019-05-15 2024-05-14
2. ANALOG DEVICES INC   2020-11-06 2024-05-14
12. APPLE COMPUTER INC   2024-04-12 2024-05-14
16. BANK OF AMERICA CORPORATION   2023-12-18 2024-05-14
2. BIOGEN IDEC INC     2024-05-14
1. BOOKING HOLDINGS INC   2020-10-05 2024-05-14
8. BOSTON SCIENTIFIC CORP     2024-05-14
9. BRISTOL MYERS SQUIBB CO   2022-08-31 2024-05-14
8. CONOCOPHILLIPS     2024-05-14
1. EXXON MOBIL CORP   2023-09-12 2024-05-14
9. EXXON MOBIL CORP   2023-01-25 2024-05-14
4. FACEBOOK INC-A   2023-03-07 2024-05-14
3. FISERV INC   2024-03-11 2024-05-14
2. ARTHUR J GALLAGHER & CO   2021-04-29 2024-05-14
3. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-05-14
2. HONEYWELL INTL INC   2009-12-15 2024-05-14
2. INTUIT     2024-05-14
1. INTUITIVE SURGICAL INC NEW   2023-06-23 2024-05-14
1. LILLY ELI & CO   2016-12-16 2024-05-14
2. LOWES COS INC   2011-09-22 2024-05-14
1. MARTIN MARIETTA MATLS INC   2023-11-09 2024-05-14
3. MASTERCARD INC - CLASS A     2024-05-14
2. MCDONALDS CORP     2024-05-14
9. MICROSOFT CORP   2003-02-13 2024-05-14
8. MONSTER BEVERAGE CORP     2024-05-14
7. MORGAN STANLEY DEAN WITTER & CO NEW     2024-05-14
6. NEXTERA ENERGY INC   2023-06-23 2024-05-14
2. NORFOLK SOUTHN CORP   2018-03-09 2024-05-14
4. NVIDIA CORP   2023-02-24 2024-05-14
2. OLD DOMINION FREIGHT LINE INC COM   2021-09-17 2024-05-14
3. PEPSICO INC   2016-02-17 2024-05-14
4. PROGRESSIVE CORP OHIO   2022-04-07 2024-05-14
1. REGENERON PHARMACEUTICALS INC   2021-10-12 2024-05-14
1. S&P GLOBAL INC   2022-12-02 2024-05-14
2. SALESFORCE.COM INC   2024-03-20 2024-05-14
7. SOUTHERN CO   2024-05-13 2024-05-14
4. TJX COS INC NEW   2023-09-22 2024-05-14
3. T-MOBILE US INC   2022-08-31 2024-05-14
4. TEXAS INSTRS INC   2016-03-10 2024-05-14
1. THERMO ELECTRON CORP   2024-01-29 2024-05-14
3. UNITEDHEALTH GROUP INC   2011-09-16 2024-05-14
3. WASTE CONNECTIONS INC     2024-05-14
13. WELLS FARGO & CO NEW   2020-12-15 2024-05-14
2. EATON CORP PLC   2021-02-22 2024-05-14
2. LINDE PLC   2023-03-24 2024-05-14
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2024-05-14
3. NXP SEMICONDUCTORS NV   2019-02-21 2024-05-14
1. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
12. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
. EXXON MOBIL CORP     2024-05-28
217. INVESCO S&P 500 EQUAL WEIGHT     2024-05-28
171. ISHARES CORE MSCI EMERGING   2020-01-09 2024-05-28
214. VANECK GOLD MINERS ETF   2022-04-13 2024-05-28
3245.316 VANGUARD TTL BD MKT IDX-ADM     2024-05-28
17. ALPHABET INC-CL A   2012-07-11 2024-06-05
237. INVESCO S&P 500 EQUAL WEIGHT   2023-12-13 2024-06-14
. NORWEST CORP     2024-06-27
237. ISHARES TR S & P MIDCAP 400 INDEX FD   2024-04-16 2024-07-12
550. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-03-07 2024-07-12
47. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-03-07 2024-07-12
252. ISHARES TR NASDAQ BIOTECHNOLOGY IDX     2024-07-12
2. ISHARES TR NASDAQ BIOTECHNOLOGY IDX   2023-02-02 2024-07-12
15. ISHARES TR NASDAQ BIOTECHNOLOGY IDX   2023-02-02 2024-07-12
69.314 FIDELITY 500 INDEX FUND     2024-08-22
3210.523 MATTHEWS CHINA FUND-INST     2024-08-22
614. SCHWAB U.S. TIPS ETF   2018-02-12 2024-09-04
607. SCHWAB U.S. TIPS ETF   2018-02-12 2024-09-04
19. ALPHABET INC-CL C     2024-09-12
1. INTUIT   2020-02-25 2024-09-12
3. INTUIT   2020-02-25 2024-09-12
10837.022 VANGUARD TTL BD MKT IDX-ADM     2024-09-17
6783.789 T ROWE PR INST FLTNG RT-INST     2024-09-18
4072.149 VANGUARD TTL BD MKT IDX-ADM     2024-09-18
7. BIOGEN IDEC INC     2024-10-01
6. HONEYWELL INTL INC     2024-10-01
1. INTUIT   2020-02-25 2024-10-01
2. BIOGEN IDEC INC   2023-10-27 2024-10-02
4. BIOGEN IDEC INC     2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-05-04 2024-10-02
1. INTUIT   2020-05-04 2024-10-03
1. INTUIT   2020-05-04 2024-10-04
1. INTUIT   2020-05-04 2024-10-11
1. DEERE & CO   2021-08-19 2024-10-14
1. INTUIT   2020-05-04 2024-10-14
1. DEERE & CO   2021-10-21 2024-10-15
1. DEERE & CO   2021-10-21 2024-10-16
1. DEERE & CO   2021-10-21 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
246. SPDR EURO STOXX 50 ETF   2024-03-01 2024-10-17
2358.097 PARNASSUS EQTY INCOME FD-INS     2024-10-24
6. DEERE & CO   2021-10-21 2024-11-01
2. ANALOG DEVICES INC   2020-11-06 2024-11-13
19. ANALOG DEVICES INC     2024-11-13
271.42 FIDELITY INTL INDX   2023-12-13 2024-11-15
43.246 FIDELITY INTL INDX   2023-09-15 2024-11-15
734. ISHARES MSCI JAPAN ETF   2024-03-21 2024-11-15
142. ISHARES MSCI JAPAN ETF     2024-11-15
691.696 PIMCO TOTAL RETURN FIND   2021-07-14 2024-11-15
399. SPDR EURO STOXX 50 ETF   2024-03-01 2024-11-15
324. SPDR EURO STOXX 50 ETF   2024-03-01 2024-11-15
171. AMEX CONSUMER SVC SELECT SPD   2024-07-12 2024-11-15
24. VANECK OIL SERVICES ETF     2024-11-15
123. VANECK OIL SERVICES ETF   2021-12-09 2024-11-15
844.635 VANGUARD TTL BD MKT IDX-ADM     2024-11-15
1. CONOCOPHILLIPS   2022-01-05 2024-11-21
7. CONOCOPHILLIPS     2024-11-21
2. CONOCOPHILLIPS   2022-01-05 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
23. MONSTER BEVERAGE CORP     2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
5. T-MOBILE US INC   2022-08-31 2024-11-21
3. LINDE PLC   2018-12-11 2024-11-21
1. LINDE PLC   2018-12-11 2024-11-21
5. MONSTER BEVERAGE CORP   2022-06-17 2024-11-22
23. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
11. NVIDIA CORP   2023-02-24 2024-12-17
9. T-MOBILE US INC     2024-12-17
14. T-MOBILE US INC     2024-12-17
291. ISHARES TR 7-10 YR TREAS INDEX FD   2024-09-17 2024-12-26
. ALEXION PHARMACEUTICALS INC     2025-01-03
35. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
16. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
2. MONSTER BEVERAGE CORP   2022-06-17 2025-01-28
10. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-03-07 2025-02-10
496. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-03-07 2025-02-10
649. SPDR OIL & GAS EQUIP & SERV   2024-11-15 2025-02-10
20. SELECT SECTOR SPDR TR SHARES BEN   2024-11-15 2025-02-10
. VALEANT PHARMACEUTICALS INTE     2025-02-10
1481. VANECK GOLD MINERS ETF     2025-02-10
171. VANECK SEMICONDUCTOR ETF     2025-02-10
2. ABBVIE INC   2020-03-31 2025-02-11
5. ALPHABET INC-CL C   2013-02-08 2025-02-11
6. AMAZON COM INC   2015-03-12 2025-02-11
1. AMERICAN EXPRESS CO   2019-05-15 2025-02-11
8. APPLE COMPUTER INC     2025-02-11
8. BANK OF AMERICA CORPORATION   2023-12-18 2025-02-11
4. BOSTON SCIENTIFIC CORP   2016-12-05 2025-02-11
1. BRISTOL MYERS SQUIBB CO   2022-08-31 2025-02-11
5. BRISTOL MYERS SQUIBB CO   2022-08-31 2025-02-11
3. CONOCOPHILLIPS   2022-01-05 2025-02-11
5. EXXON MOBIL CORP     2025-02-11
2. FACEBOOK INC-A     2025-02-11
2. FISERV INC   2024-10-01 2025-02-11
1. ARTHUR J GALLAGHER & CO   2021-04-29 2025-02-11
1. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2025-02-11
6. INGERSOLL RAND INC   2021-05-17 2025-02-11
1. INTUITIVE SURGICAL INC NEW   2023-06-23 2025-02-11
1. LILLY ELI & CO   2016-12-16 2025-02-11
1. LOWES COS INC   2025-01-24 2025-02-11
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-02-11
1. MASTERCARD INC - CLASS A   2024-09-12 2025-02-11
1. MCDONALDS CORP   2024-12-17 2025-02-11
4. MICROSOFT CORP   2003-02-13 2025-02-11
10. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-02-11
3. MORGAN STANLEY DEAN WITTER & CO NEW   2013-01-16 2025-02-11
4. NEXTERA ENERGY INC   2024-09-12 2025-02-11
1. NORFOLK SOUTHN CORP   2018-03-09 2025-02-11
11. NVIDIA CORP   2023-02-24 2025-02-11
3. OTIS WORLDWIDE CORP   2024-10-14 2025-02-11
2. PEPSICO INC   2024-09-12 2025-02-11
2. PROGRESSIVE CORP OHIO     2025-02-11
1. S&P GLOBAL INC   2022-12-02 2025-02-11
2. SALESFORCE.COM INC   2024-03-20 2025-02-11
1. SHERWIN WILLIAMS CO   2024-11-21 2025-02-11
4. SOUTHERN CO     2025-02-11
2. STRYKER CORP   2023-09-13 2025-02-11
2. TEXAS INSTRS INC   2016-03-10 2025-02-11
1. THERMO ELECTRON CORP   2024-01-29 2025-02-11
1. UNITEDHEALTH GROUP INC   2011-09-16 2025-02-11
6. WELLS FARGO & CO NEW   2020-12-15 2025-02-11
1. EATON CORP PLC   2021-02-22 2025-02-11
1. LINDE PLC   2018-12-11 2025-02-11
6. APPLE COMPUTER INC     2025-02-13
3. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
1. NXP SEMICONDUCTORS NV   2019-02-21 2025-02-13
678.916 FIDELITY INTL INDX   2023-09-15 2025-02-27
1123. ISHARES MSCI UNITED KINGDOM   2024-04-04 2025-02-27
150. SPDR EURO STOXX 50 ETF   2024-03-01 2025-02-27
593. SPDR EURO STOXX 50 ETF   2023-12-13 2025-02-27
753. WISDOMTREE JAPAN HEDGED EQ     2025-02-27
473.757 BLACKROCK HIGH YIELD-K   2024-09-18 2025-03-12
1196.972 DODGE & COX INCOME FUND   2018-08-10 2025-03-12
183.353 FIDELITY INTL INDX   2023-09-15 2025-03-12
204. ISHARES TR 7-10 YR TREAS INDEX FD   2024-09-17 2025-03-12
368. ISHARES CORE MSCI EMERGING   2020-01-09 2025-03-12
1342.986 PIMCO TOTAL RETURN FIND   2021-07-14 2025-03-12
3113.525 VANGUARD TTL BD MKT IDX-ADM   2018-05-10 2025-03-12
6. HONEYWELL INTL INC   2025-01-24 2025-03-25
1. HONEYWELL INTL INC   2009-12-16 2025-03-25
6. HONEYWELL INTL INC   2009-12-16 2025-03-26
2. HONEYWELL INTL INC   2010-02-01 2025-03-26
3. HONEYWELL INTL INC   2010-02-01 2025-03-26
2. HONEYWELL INTL INC   2010-02-01 2025-03-27
3. HONEYWELL INTL INC   2010-02-01 2025-03-27
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 37,434   37,152 282
b 871   590 281
c 36,197   21,988 14,209
d 1,185   470 715
e 944   376 568
7,347   8,172 -825
4,174   5,233 -1,059
28,304   33,118 -4,814
8,785   8,536 249
21,976   12,079 9,897
17,309   18,795 -1,486
10,525   10,525  
13,941   13,858 83
86,953   77,711 9,242
4,714   5,498 -784
2,048   1,793 255
413   359 54
806   380 426
458   257 201
2,071   301 1,770
2,438   245 2,193
725   353 372
422   267 155
2,250   2,119 131
619   538 81
452   600 -148
3,761   1,707 2,054
585   171 414
402   608 -206
969   614 355
117   117  
1,056   1,009 47
1,887   749 1,138
462   448 14
500   282 218
614   381 233
408   79 329
1,271   869 402
384   327 57
763   73 690
462   38 424
606   454 152
1,357   113 1,244
541   475 66
3,746   209 3,537
436   370 66
699   144 555
451   445 6
459   290 169
3,664   924 2,740
364   290 74
540   299 241
855   479 376
984   544 440
424   360 64
553   609 -56
551   552 -1
396   358 38
486   434 52
764   221 543
592   554 38
1,546   150 1,396
498   152 346
804   386 418
661   261 400
865   688 177
913   292 621
803   282 521
135   148 -13
1,618   1,770 -152
89     89
35,730   35,225 505
9,226   9,289 -63
7,724   8,686 -962
30,474   34,619 -4,145
2,972   243 2,729
38,766   36,833 1,933
14     14
14,310   13,515 795
33,209   28,534 4,675
2,841   2,438 403
36,532   34,458 2,074
290   273 17
2,177   2,046 131
13,431   12,153 1,278
36,472   53,128 -16,656
32,567   33,310 -743
32,190   32,931 -741
2,934   394 2,540
642   286 356
1,927   857 1,070
107,720   113,826 -6,106
64,175   64,153 22
40,355   42,446 -2,091
1,336   2,019 -683
1,237   235 1,002
608   285 323
379   468 -89
758   1,116 -358
188   234 -46
607   267 340
603   267 336
613   267 346
618   267 351
404   359 45
616   267 349
403   343 60
406   343 63
405   343 62
609   267 342
12,559   12,528 31
153,984   102,708 51,276
2,402   2,057 345
428   267 161
4,059   2,529 1,530
13,343   12,531 812
2,126   1,970 156
49,516   52,721 -3,205
9,579   8,815 764
5,893   7,207 -1,314
19,218   20,320 -1,102
15,608   16,500 -892
24,251   25,357 -1,106
7,010   8,272 -1,262
35,925   23,700 12,225
8,058   8,799 -741
114   77 37
798   537 261
224   153 71
745   73 672
745   73 672
1,235   1,039 196
54   45 9
54   45 9
1,182   723 459
1,356   482 874
453   161 292
270   221 49
2,875   1,970 905
1,417   254 1,163
2,014   1,295 719
3,106   1,928 1,178
26,860   28,797 -1,937
11     11
1,731   1,547 184
796   707 89
98   88 10
641   519 122
31,790   25,733 6,057
52,566   52,800 -234
4,527   4,269 258
10     10
62,119   50,210 11,909
42,717   39,648 3,069
383   152 231
933   98 835
1,391   112 1,279
310   118 192
1,867   1,797 70
375   269 106
424   83 341
56   68 -12
281   338 -57
306   230 76
560   558 2
1,442   310 1,132
460   363 97
322   141 181
270   127 143
550   291 259
591   327 264
872   73 799
257   262 -5
530   451 79
565   485 80
310   297 13
1,643   93 1,550
600   718 -118
412   62 350
280   334 -54
255   145 110
1,467   254 1,213
289   317 -28
290   355 -65
515   237 278
534   360 174
651   609 42
360   380 -20
343   333 10
781   592 189
360   110 250
546   554 -8
533   50 483
479   178 301
311   130 181
461   161 300
1,423   1,230 193
657   671 -14
217   224 -7
218   94 124
34,760   30,932 3,828
41,205   38,213 2,992
8,088   7,639 449
31,975   28,249 3,726
81,881   82,013 -132
3,359   3,425 -66
15,142   16,123 -981
9,529   8,354 1,175
19,262   20,187 -925
19,984   19,990 -6
11,603   13,994 -2,391
29,921   32,381 -2,460
1,272   1,360 -88
212   39 173
1,285   234 1,051
427   75 352
639   112 527
429   75 354
641   112 529
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
      2,558
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       282
b       281
c       14,209
d       715
e       568
      -825
      -1,059
      -4,814
      249
      9,897
      -1,486
       
      83
      9,242
      -784
      255
      54
      426
      201
      1,770
      2,193
      372
      155
      131
      81
      -148
      2,054
      414
      -206
      355
       
      47
      1,138
      14
      218
      233
      329
      402
      57
      690
      424
      152
      1,244
      66
      3,537
      66
      555
      6
      169
      2,740
      74
      241
      376
      440
      64
      -56
      -1
      38
      52
      543
      38
      1,396
      346
      418
      400
      177
      621
      521
      -13
      -152
      89
      505
      -63
      -962
      -4,145
      2,729
      1,933
      14
      795
      4,675
      403
      2,074
      17
      131
      1,278
      -16,656
      -743
      -741
      2,540
      356
      1,070
      -6,106
      22
      -2,091
      -683
      1,002
      323
      -89
      -358
      -46
      340
      336
      346
      351
      45
      349
      60
      63
      62
      342
      31
      51,276
      345
      161
      1,530
      812
      156
      -3,205
      764
      -1,314
      -1,102
      -892
      -1,106
      -1,262
      12,225
      -741
      37
      261
      71
      672
      672
      196
      9
      9
      459
      874
      292
      49
      905
      1,163
      719
      1,178
      -1,937
      11
      184
      89
      10
      122
      6,057
      -234
      258
      10
      11,909
      3,069
      231
      835
      1,279
      192
      70
      106
      341
      -12
      -57
      76
      2
      1,132
      97
      181
      143
      259
      264
      799
      -5
      79
      80
      13
      1,550
      -118
      350
      -54
      110
      1,213
      -28
      -65
      278
      174
      42
      -20
      10
      189
      250
      -8
      483
      301
      181
      300
      193
      -14
      -7
      124
      3,828
      2,992
      449
      3,726
      -132
      -66
      -981
      1,175
      -925
      -6
      -2,391
      -2,460
      -88
      173
      1,051
      352
      527
      354
      529
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 148,838
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,288
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,288
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,288
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,168
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 1,168
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 2,120
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 arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowJPMORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN IL1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JPMORGAN CHASE BANK NA TRUSTEE
2 		64,530    
10 S DEARBORN IL1-0111
CHICAGO,IL60603
DR ANNETTE HOY MD TRUSTEE
2 		4,500    
10 S DEARBORN IL1-0111
CHICAGO,IL60603
JOHN NAVIN NAVIDOMSKIS IV TRUSTEE
2 		4,500    
10016 FENWAY DR
EL PASO,TX799256826
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,269,557
b
Average of monthly cash balances.......................
1b
81,168
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,350,725
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,350,725
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
80,261
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,270,464
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
263,523
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
263,523
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,288
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,288
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
260,235
4
Recoveries of amounts treated as qualifying distributions................
4
8,485
5
Add lines 3 and 4............................
5
268,720
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
268,720
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
251,140
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
251,140
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 7 268,720
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 212,003
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$ 251,140
a Applied to 2023, but not more than line 2a 212,003
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..... 39,137
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 .......... 		229,583
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:
JP MORGAN CHASE BANK N A
10 S DEARBORN IL1-0111
CHICAGO,IL60603
(800) 496-2583
NONE@JPMORGAN.COM
bThe form in which applications should be submitted and information and materials they should include:
www.jpmorgan.com/onlinegrants
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
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

TEXAS TECH FOUNDATION

BOX 41081
LUBBOCK,TX79409 		NONE PC GENERAL 65,000

THE UNIVERSITY OF TEXAS AT EL PASO

500 W UNIVERSITY AVE
EL PASO,TX799680524 		NONE PC GENERAL 150,000
Total .................................right arrow 3a 215,000
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 ....     14 128,597  
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 ............ 		    18 148,838  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 879  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   278,314  
13Total. Add line 12, columns (b), (d), and (e)..................
13
278,314
(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


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
LIZANELL AND COLBERT COLDWELL FDN XXXXX3005
EIN:
74-2576133
Name of Bond End of Year Book Value End of Year Fair Market Value
921937603 VANGUARD TTL BD MKT 560,293 555,692
256210105 DODGE & COX INCOME-I 293,351 294,741
808524870 SCHWAB U.S. TIPS ETF    
693390700 PIMCO TOTAL RETURN F 199,285 193,886
48121A415 JPM MANAGED INCOME F    
464287440 ISHARES 7-10 YEAR TR 252,946 246,722
09260B614 BLACKROCK HIGH YIELD 131,033 128,068

TY 2024 InvestmentsCorpStockSchedule
Name:
LIZANELL AND COLBERT COLDWELL FDN XXXXX3005
EIN:
74-2576133
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 1,735 8,474
110122108 BRISTOL-MYERS SQUIBB 6,204 6,770
438516106 HONEYWELL INTERNATIO    
532457108 ELI LILLY & CO 364 4,130
548661107 LOWE'S COS INC 2,383 5,364
594918104 MICROSOFT CORP 1,887 33,785
609207105 MONDELEZ INTERNATION 1,902 4,207
617446448 MORGAN STANLEY 1,418 8,050
655844108 NORFOLK SOUTHERN COR 2,827 5,211
713448108 PEPSICO INC 4,005 5,548
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 1,878 6,469
949746101 WELLS FARGO & CO 3,740 9,046
02079K107 ALPHABET INC-CL C 1,557 15,623
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 3,525 23,054
57636Q104 MASTERCARD INC - A 530 15,895
65339F101 NEXTERA ENERGY INC 2,926 5,104
91324P102 UNITEDHEALTH GROUP I 1,089 14,665
94106B101 WASTE CONNECTIONS IN 1,236 4,880
023135106 AMAZON.COM INC 2,321 23,973
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 5,098 28,655
060505104 BANK OF AMERICA CORP 1,439 6,677
315911727 FIDELITY INTL INDX 144,569 179,363
315911750 FIDELITY 500 INDEX F 861,319 1,265,276
46434G822 ISHARES MSCI JAPAN E 130,173 149,735
67066G104 NVIDIA CORP 2,184 31,213
701769408 PARNASSUS CORE EQUIT    
337738108 FISERV INC 5,599 8,833
46434G103 ISHARES CORE MSCI EM 315,919 335,100
75886F107 REGENERON PHARMACEUT 2,539 3,171
N6596X109 NXP SEMICONDUCTORS N 1,852 3,801
00287Y109 ABBVIE INC 3,456 10,057
025816109 AMERICAN EXPRESS CO 2,254 5,919
46090E103 INVESCO QQQ TRUST SE 209,277 347,939
461202103 INTUIT INC    
580135101 MCDONALD'S CORP 6,769 9,059
81369Y209 HEALTH CARE SELECT S 24,951 40,883
883556102 THERMO FISHER SCIENT 2,968 3,483
N07059210 ASML HOLDING NV-NY R 2,204 3,313
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 3,230 9,214
20825C104 CONOCOPHILLIPS 3,929 7,561
43300A203 HILTON WORLDWIDE HOL 2,640 4,779
518439104 ESTEE LAUDER COMPANI    
577130818 MATTHEWS CHINA FUND-    
922042874 VANGUARD FTSE EUROPE 226,038 243,488
G29183103 EATON CORP PLC 2,835 5,980
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 2,793 6,905
45687V106 INGERSOLL RAND INC 2,129 3,521
46120E602 INTUITIVE SURGICAL I 2,563 4,457
573284106 MARTIN MARIETTA MATE 4,579 5,259
679580100 OLD DOMINION FREIGHT 3,054 3,640
92189H607 VANECK OIL SERVICES    
30231G102 EXXON MOBIL CORP 7,965 12,844
464287507 ISHARES CORE S&P MID 65,940 74,163
464287556 ISHARES BIOTECHNOLOG    
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP 4,679 11,320
78409V104 S&P GLOBAL INC 3,565 5,081
872540109 TJX COMPANIES INC 2,724 4,141
872590104 T-MOBILE US INC    
92189F106 VANECK GOLD MINERS E    
G54950103 LINDE PLC 3,023 8,847
04314H857 ARTISAN INTL VAL-INS 94,845 105,119
46137V357 INVESCO S&P 500 EQUA 68,424 80,552
46641Q225 JPMORGAN BETABUILDER 100,961 105,980
78463X202 SPDR EURO STOXX 50 E 70,837 80,908
79466L302 SALESFORCE INC 7,713 7,246
842587107 THE SOUTHERN COMPANY 6,651 8,276
863667101 STRYKER CORP 4,137 5,212
11135F101 BROADCOM INC 10,425 7,367
127387108 CADENCE DESIGN SYS I 3,375 2,798
254687106 WALT DISNEY CO/THE 5,500 4,738
443201108 HOWMET AEROSPACE INC 2,464 2,335
464289180 ISHARES MSCI EUROPE 38,430 49,886
46641Q233 JPMORGAN BETABUILDER 54,065 52,639
68902V107 OTIS WORLDWIDE CORP 6,055 6,089
81369Y407 CONSUMER DISCRETIONA 12,807 11,848
81369Y506 ENERGY SELECT SECTOR 13,778 14,111
81369Y605 FINANCIAL SELECT SEC 81,365 91,302
81369Y704 INDUSTRIAL SELECT SE 17,391 16,384
81369Y886 UTILITIES SELECT SEC 13,268 13,405
824348106 SHERWIN-WILLIAMS CO/ 2,662 2,444
92189F676 VANECK SEMICONDUCTOR 12,490 11,631
G8994E103 TRANE TECHNOLOGIES P 2,544 2,358

TY 2024 OtherExpensesSchedule
Name:
LIZANELL AND COLBERT COLDWELL FDN XXXXX3005
EIN:
74-2576133
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 3,414 0   3,414


TY 2024 OtherIncomeSchedule2
Name:
LIZANELL AND COLBERT COLDWELL FDN XXXXX3005
EIN:
74-2576133
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 879 0  


TY 2024 OtherIncreasesSchedule
Name:
LIZANELL AND COLBERT COLDWELL FDN XXXXX3005
EIN:
74-2576133
Description Amount
RECOVERY OF PRIOR YEAR GRANTS 8,485
ROUNDING 11


TY 2024 TaxesSchedule
Name:
LIZANELL AND COLBERT COLDWELL FDN XXXXX3005
EIN:
74-2576133
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 50 50   0