Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
NORWOTTOCK CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)2440 NORTH LAKEVIEW AVENUE 15A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60614
A Employer identification number

04-6561597
B Telephone number (see instructions)

(773) 404-5566
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$338,173J 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) 28
2 Check right arrow.............
3 Interest on savings and temporary cash investments 182 182  
4 Dividends and interest from securities... 5,209 5,209  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 314,867
b Gross sales price for all assets on line 6a 356,785
7 Capital gain net income (from Part IV, line 2)... 314,867
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 320,286 320,258  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,250     5,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,205 1,205    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1 1    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,471 1,206   5,265
25 Contributions, gifts, grants paid....... 67,025 67,025
26 Total expenses and disbursements. Add lines 24 and 25 73,496 1,206   72,290
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 246,790
b Net investment income (if negative, enter -0-) 319,052
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,052 -1,348  
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 33,888 Click to see attachment
List of Attached Documents:
// Content
215,655 		245,122
c Investments—corporate bonds (attach schedule)....... 15,866 Click to see attachment
List of Attached Documents:
// Content
88,827 		85,165
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).......... 11,381 Click to see attachment
List of Attached Documents:
// Content
6,837 		7,886
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) 63,187 309,971 338,173
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 63,187 309,971
29 Total net assets or fund balances (see instructions)..... 63,187 309,971
30 Total liabilities and net assets/fund balances (see instructions). 63,187 309,971
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
63,187
2
Enter amount from Part I, line 27a .....................
2
246,790
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
309,977
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
309,971
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 ARBITTRAGE FUND P    
b FORTIVE P 2003-06-27 2024-12-27
c CONOCOPHILLIPS P 2024-08-23 2024-10-25
d VANGUARD RUSSELL 2000 ETF P 2024-08-23  
e CALAMOS MARKET NEUTRAL P   2024-12-23
INTEL P 1992-01-08  
CONSTELLATION BRANDS P 2024-08-23 2024-10-09
VANGUARD INTERMEDIATE TERM TREASURY P 2024-08-23 2024-10-18
INTEL CORP P 2019-02-19  
ISHARES MSCI EAFE EFT P 2003-12-23 2024-01-10
EMERSON ELECTRIC P 2024-08-23 2024-10-25
VANGUARD MID-CAP ETF P 2024-08-23  
LOCKHEED MARTIN P 2021-01-11 2024-07-09
MARSH &MCLENNAN P 1986-02-19  
INTERCONTINENTAL EXCHANGE GRP P 2024-08-23 2024-12-10
VISA P 2024-08-23 2024-12-10
LOWES COMPANIES P   2024-04-03
MCKESSON P 2010-03-24 2024-12-27
ISHARES 20+ YEAR TREASURY BOND ETF P 2024-08-23 2024-11-08
WALMART P 2024-08-23 2024-12-10
MFS EMERGING MARKETS DEBT FUND P   2024-01-10
MICROSOFT P 2003-06-27 2024-01-10
ISHARES MBS ETF P 2024-08-23 2024-10-18
YUM BRANDS P 2024-08-23 2024-10-25
MASTERCARD P 2019-01-18 2024-12-27
SPDR GOLD SHARES ETF P 2010-03-24 2024-12-27
ISHARES CORE MSCI EMERGING MARKETS P 2024-08-23 2024-10-25
NEXTERA ENERGY P 2019-02-27  
SPDR S&P MIDCAP 400 ETF P 2003-10-28 2024-01-10
JPMORGAN CHASE P 2024-08-23 2024-10-25
PRINCIPAL SPECTRUM PREFERRED P    
SPDR GOLD SHARES ETF P    
MERCK & CO P 2024-08-23 2024-12-10
T ROWE PRICE FLOATING RATE P    
ABBVIE P 2024-08-23 2024-12-10
MICROSOFT P 2024-08-23 2024-10-25
TRUIST FINL P 2022-04-25 2024-12-10
ALPHABET P 2024-08-23 2024-12-10
MONDELEZ INTL P 2024-08-23 2024-12-11
VANGUARD LARGE-CAP ETF P 2021-02-16  
AMAZON.COM P 2024-08-23  
NEXTERA ENERGY P 2024-08-23 2024-10-25
WALMART P 2021-01-11 2024-07-09
APPLE P 2024-08-23 2024-12-10
NVIDIA P 2024-08-23 2024-10-25
DANAHER P 2003-06-27 2024-12-27
ASTRAZENECA PLC P 2024-08-23 2024-12-10
TAIWAN SEMICONDUCTOR P 2024-08-23 2024-12-11
WALT DISNEY P 2008-09-24 2024-04-03
COCA COLA P 2024-08-23 2024-12-10
UNION PACIFIC P 2024-08-23 2024-12-10
(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 2,328   2,325 3
b 379   36 343
c 105   111 -6
d 1,149   1,071 78
e 2,000   1,888 112
3,854   143 3,711
483   490 -7
2,676   2,707 -31
1,840   2,575 -735
149   88 61
108   105 3
1,089   1,028 61
4,605   3,348 1,257
298,332   27 298,305
158   160 -2
312   268 44
1,457   992 465
2,887   321 2,566
2,575   2,711 -136
94   75 19
1,000   1,250 -250
763   52 711
2,636   2,675 -39
133   136 -3
2,666   1,010 1,656
1,209   491 718
1,071   1,046 25
3,214   2,333 881
2,488   493 1,995
222   219 3
500   559 -59
9     9
101   116 -15
1,500   1,508 -8
176   197 -21
429   416 13
223   232 -9
185   165 20
509   569 -60
3,820   2,791 1,029
649   533 116
82   80 2
3,840   3,179 661
248   226 22
285   257 28
463   23 440
68   87 -19
194   171 23
1,221   320 901
63   69 -6
238   246 -8
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3
b       343
c       -6
d       78
e       112
      3,711
      -7
      -31
      -735
      61
      3
      61
      1,257
      298,305
      -2
      44
      465
      2,566
      -136
      19
      -250
      711
      -39
      -3
      1,656
      718
      25
      881
      1,995
      3
      -59
      9
      -15
      -8
      -21
      13
      -9
      20
      -60
      1,029
      116
      2
      661
      22
      28
      440
      -19
      23
      901
      -6
      -8
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 2 314,867
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 3 104
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,435
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  
3 Add lines 1 and 2........................... 3 4,435
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,435
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 763
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 763
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,672
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 arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNONE
14
The books are in care ofright arrowADELE SIMMONS Telephone no.right arrow (773) 404-5566

Located atright arrow2440 NORTH LAKEVIEW AVENUE 15ACHICAGOIL ZIP+4right arrow60614
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
 
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
ADELE SMITH SIMMONS TRUSTEE
000.00 		0 0 0
2440 NORTH LAKEVIEW AVENUE 15A
CHICAGO,IL60614
ERICA S SIMMONS TRUSTEE
000.00 		0 0 0
25 N PROSPECT AVENUE
MADISON,WI537263973
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  
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 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 N/A  
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
360,555
b
Average of monthly cash balances.......................
1b
6,278
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
366,833
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
366,833
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,502
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
361,331
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
18,067
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
18,067
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,435
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,435
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
13,632
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
13,632
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
13,632
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
72,290
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
72,290
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 13,632
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 146,376
b From 2020...... 200,730
c From 2021...... 105,486
d From 2022...... 120,483
e From 2023...... 90,924
f Total of lines 3a through e ........ 663,999
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 72,290
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 13,632
e Remaining amount distributed out of corpus 58,658
5 Excess distributions carryover applied to 2024.    
(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 5 722,657
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		146,376
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		576,281
10 Analysis of line 9:
a Excess from 2020.... 200,730
b Excess from 2021.... 105,486
c Excess from 2022.... 120,483
d Excess from 2023.... 90,924
e Excess from 2024.... 58,658
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:
ADELE SIMMONS
2440 NORTH LAKEVIEW AVE 15A
CHICAGO,IL60614
(773) 404-5566
bThe form in which applications should be submitted and information and materials they should include:
 
cAny submission deadlines:
 
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
 
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

122 E 66TH ST FOUNDATION

122 E 66TH ST
NY,NY10065 		NONE 501(C)(3) UNRESTRICTED 250

ALFRED NOBEL DUAL LANGUAGE SCHOOL

4127 WEST HIRSCH STREET
CHICAGO,IL60651 		NONE 501(C)(3) UNRESTRICTED 4,000

ALLIANCE FOR THE GREAT LAKES

150 N MICHIGAN AVE 700
CHICAGO,IL60601 		NONE 501(C)(3) UNRESTRICTED 1,000

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE FL 17
CHICAGO,IL60601 		NONE 501(C)(3) UNRESTRICTED 150

AMERICAN ACADEMY OF ARTS AND SCIENC

136 IRVING ST
CAMBRIDGE,MA02138 		NONE 501(C)(3) UNRESTRICTED 150

AMERICAN PROSPECT

1225 STREET NW
WASHINGTON,DC20005 		NONE 501(C)(3) UNRESTRICTED 500

ART INSTITUTE OF CHICAGO

111 S MICHIGAN AVE
CHICAGO,IL60603 		NONE 501(C)(3) UNRESTRICTED 1,100

BETTER GOVERNMENT ASSOCN

223 W JACKSON
CHICAGO,IL60606 		NONE 501(C)(3) UNRESTRICTED 1,000

CENTER FOR NEIGHBORHOOD TECHNOLOGY

17 N STATE ST 1400
CHICAGO,IL60602 		NONE 501(C)(3) UNRESTRICTED 250

CHICAGO HISTORY MUSEUM

1601 N CLARK ST
CHICAGO,IL60614 		NONE 501(C)(3) UNRESTRICTED 250

CHICAGO HUMANITIES FESTIVAL

500 N DEARBORN ST
CHICAGO,IL60654 		NONE 501(C)(3) UNRESTRICTED 250

CHICAGO PARKS FOUNDATION

PO BOX 14147
CHICAGO,IL60614 		NONE 501(C)(3) UNRESTRICTED 500

CHICAGO SHAKESPEARE THEATER

800 E GRAND AVE
CHICAGO,IL60611 		NONE 501(C)(3) UNRESTRICTED 500

COUNCIL ON FOREIGN RELATIONS

58 E 68TH ST
NEW YORK,NY10065 		NONE 501(C)(3) UNRESTRICTED 250

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVENUE
NORTH BETHESDA,MD20814 		NONE 501(C)(3) UNRESTRICTED 1,000

DELTA INSTITUTE

35 E WACKER DR
CHICAGO,IL60601 		NONE 501(C)(3) UNRESTRICTED 200

DRUG POLICY ALLIANCE

131 WEST 33RD ST
NEW YORK,NY10001 		NONE 501(C)(3) UNRESTRICTED 200

DUNE ACRES CIVIC IMPROVEMENT

1 EAST RD
DUNE ACRES,IN46304 		NONE 501(C)(3) UNRESTRICTED 250

ECOAMERICA

1730 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		NONE 501(C)(3) UNRESTRICTED 100

ENVIRONMENTAL LAW AND POLICY CENTER

35 E WACKER PL
CHICAGO,IL60601 		NONE 501(C)(3) UNRESTRICTED 500

GLOBAL FUND FOR WOMEN

800 MARKET ST
OAKLAND,CA94607 		NONE 501(C)(3) UNRESTRICTED 250

GRANT PARK MUSIC FESTIVAL

205 E RANDOLPH ST
CHICAGO,IL60601 		NONE 501(C)(3) UNRESTRICTED 1,000

HARRIS THEATER FOR MUSIC AND DANCE

205 E RANDOLPH ST
CHICAGO,IL60601 		NONE 501(C)(3) UNRESTRICTED 250

HARVARD COLLEGE FUND

60 GARDEN ST
CAMBRIDGE,MA02138 		NONE 501(C)(3) UNRESTRICTED 1,500

HARVARD MAGAZINE

60 HARVARD WAY
BOSTON,MA02163 		NONE 501(C)(3) UNRESTRICTED 125

HIGH CONCEPT LABORATORIES

2233 S THROOP
CHICAGO,IL60608 		NONE 501(C)(3) UNRESTRICTED 18,000

INTERDISCIPLINARY INSTITUTE

266 SHAYS ST
AMHERST,MA01002 		NONE 501(C)(3) UNRESTRICTED 250

INTERNATIONAL CRANE FOUNDATION

11376 SHADY LANE RD
BARABOO,WI53913 		NONE 501(C)(3) UNRESTRICTED 500

KENSINGTON CONSERVANCY

736 N WESTERN AVE
LAKE FOREST,IL60045 		NONE 501(C)(3) UNRESTRICTED 500

LAKE COUNTY COMMUNITY FOUNDATION

PO BOX 477
LEADVILLE,CO80461 		NONE 501(C)(3) UNRESTRICTED 250

LINCOLN PARK ZOO

2400 N CANNON DRIVE
CHICAGO,IL60614 		NONE 501(C)(3) UNRESTRICTED 1,000

MADISON COMMUNITY MONTESSORI

8406 ELLINGTON WAY
MIDDLETON,WI53562 		NONE 501(C)(3) UNRESTRICTED 5,000

METROPOLITAN OPERA

WEST 62ND ST LINCOLN CTR
NEW YORK,NY10023 		NONE 501(C)(3) UNRESTRICTED 100

METROPOLITAN PLANNING COUNCIL

140 S DEARBORN ST
CHICAGO,IL60603 		NONE 501(C)(3) UNRESTRICTED 100

MOTHER JONES

222 SUTTER STREET
SAN FRANCISCO,CA94108 		NONE 501(C)(3) UNRESTRICTED 100

MUSEUM OF SCIENCE AND INDUSTRY

5700 S LAKE SHORE DR
CHICAGO,IL60637 		NONE 501(C)(3) UNRESTRICTED 300

NUCLEAR INFORMATION AND RESOURCE

PO BOX 8
MOUNT RAINIER,MD20712 		NONE 501(C) (3) UNRESTRICTED 100

PEGGY NOTEBAERT MUSEUM

2430 N CANNON DR
CHICAGO,IL60614 		NONE 501(C)(3) UNRESTRICTED 2,500

PRESIDENT & FELLOWS HARVARD COLLEGE

114 MT AUBURN ST
CAMBRIDGE,MA02138 		NONE 501(C)(3) UNRESTRICTED 5,000

RADCLIFFE INSTITUTE

10 GARDEN STREET
CAMBRIDGE,MA02138 		NONE 501(C)(3) UNRESTRICTED 250

SAVE THE DUNES CONSERVATION FUND

444 BARKER RD
MICHIGAN CITY,IN46360 		NONE 501(C)(3) UNRESTRICTED 250

SHIRLEY HEINZE LAND TRUST

109 WEST 700 NORTH
VALPARAISO,IN46385 		NONE 501(C)(3) UNRESTRICTED 250

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE
ARLINGTON,VA22203 		NONE 501(C)(3) UNRESTRICTED 150

THE NEW PRESS

120 WALL ST 31ST FLOOR
NY,NY10005 		NONE 501(C)(3) UNRESTRICTED 100

TIDES CENTER

1012 TORNEY AVENUE
SAN FRANCISCO,CA94129 		NONE 501(C)(3) UNRESTRICTED 500

UNIVERSITY CLUB FOUNDATION

76 E MONROE
CHICAGO,IL60603 		NONE 501(C)(3) UNRESTRICTED 150

UNIVERSITY OF CHICAGO

5235 S HARPER COURT
CHICAGO,IL60615 		NONE 501(C)(3) UNRESTRICTED 10,000

WBEZ PUBLIC RADIO

848 E GRAND AVE
CHICAGO,IL60611 		NONE 501(C)(3) UNRESTRICTED 250

WFMT RADIO

5400 N ST LOUIS AVE
CHICAGO,IL60625 		NONE 501(C)(3) UNRESTRICTED 250

WOMENS GLOBAL EDUCATION PROJECT

136 N MARION ST
OAK PARK,IL60301 		NONE 501(C)(3) UNRESTRICTED 150

WOODLAND MONTESSORI

1124 WINGRA CREEK PKWY
MADISON,WI53715 		NONE 501(C)(3) UNRESTRICTED 5,000

WTTW TV

5400 N ST LOUIS AVE
CHICAGO,IL60625 		NONE 501(C)(3) UNRESTRICTED 500
Total .................................right arrow 3a 67,025
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 ........... 		    14 182  
4 Dividends and interest from securities ....     14 5,209  
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 ............ 		    18 314,867  
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) ..   320,258  
13Total. Add line 12, columns (b), (d), and (e)..................
13
320,258
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
NORWOTTOCK CHARITABLE TRUST
 
Employer identification number

04-6561597
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
NORWOTTOCK CHARITABLE TRUST
  		Employer identification number
04-6561597
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ADELE SIMMONS
2440 NORTH LAKEVIEW AVENUE 15A
 
CHICAGO, IL60614

$ 28


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
NORWOTTOCK CHARITABLE TRUST
  		Employer identification number

04-6561597
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1339 SHARES MARSH & MCLENNAN $ 300,110 2024-08-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
NORWOTTOCK CHARITABLE TRUST
  		Employer identification number

04-6561597
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 5,250     5,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Name of Bond End of Year Book Value End of Year Fair Market Value
ISHARES 20+ YEAR TREAS BOND ETF 9,123 8,122
ISHARES BROAD USD INVT GRADE CORP BD 26,792 25,844
ISHARES TRUST 5-10 YEAR INVT GRADE 9,851 9,529
ISHARES MBS ETF 2,769 2,659
ISHARES JP MORGAN USD EMERGING MKTS 4,156 4,007
ISHARES BROAD USD HIGH YIELD BOND 13,788 13,612
ISHARES 0-3 MNTH TREASURY BOND ETF 2,717 2,709
VANECK JP MORGAN EM LOCAL CURRENCY 4,352 4,021
JPMORGAN CHASE & CO 4,975 5,064
VANGUARD INTER TERM CORP BOND ETF 2,506 2,408
MFS EMERGING MARKETS DEBT FUND 2,152 1,784
PRINCIPAL SPECTRUM PREFERRED 2,586 2,471
T. ROWE PRICE FLOATING RATE 1,666 1,671
TRUIST FINL CORP 5.250% PREFERRED 1,394 1,264

TY 2024 InvestmentsCorpStockSchedule
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 1,436 2,666
ADOBE INC 3,531 5,336
ALPHABET INC 2,311 2,650
AMAZON.COM INC 3,828 5,924
AMERICAN TOWER CORP REIT 1,411 2,569
AMERIPRISE FINANCIAL INC 1,328 1,597
AMETEK INC 835 901
APPLE INC 3,844 4,257
APPLIED MATERIALS 1,425 1,138
ASTRAZENECA PLC SPON ADR 866 655
BLACKROCK INC 883 1,025
COCA COLA CO 899 809
CONNOCOPHILLIPS 1,778 1,587
DANAHER CORP 541 2,296
EMERSON ELECTRIC CO 1,054 1,239
FORTIVE CORP 36 375
INTEL CORP    
INTERCONTINENTALEXCHANGE GROUP 799 745
JPMORGAN CHASE & CO 1,095 1,199
LABCORP HOLDINGS INC 924 917
LINDE PLC NEW EUR 1,399 1,256
LOCKHEED MARTIN CORP    
LOWES COMPANIES INC 245 2,468
MARSH & MCLENNAN   4,248
MASTERCARD INC CL A 2,076 3,686
MCKESSON CORP 321 2,850
MERCK & CO 931 796
META PLATFORMS INC CL A 2,130 2,342
MICROSOFT CORP 4,580 8,430
NEXTERA ENERGY INC 3,372 4,517
NVIDIA CORP 3,986 4,163
RTX CORP 1,069 1,041
SALESFORCE, INC 1,319 1,672
SERVICENOW INC 824 1,060
TAIWAN SEMICONDUCTOR MFG CO 1,370 1,580
THERMO FIAHER SCIENTIFIC INC 1,212 1,040
TRAVELERS COS INC 444 482
UNION PACIFIC CORP 492 456
UNITEDHEALTH GROUP INC 1,167 1,012
VISA INC CL A 1,338 1,580
VONTIER CORP 12 146
WALMART 1,691 2,350
WALT DISNEY CO    
WELLS FARGO & CO NEW 1,089 1,335
YUMI BRANDS INC 545 537
ISHARES CORE S&P SMALL CAP ETF 183 1,152
ISHARES RUSSELL 1000 GROWTH 952 4,016
ISHARES RUSSELL MID-CAP VALUE 2,723 2,716
ISHARES RUSSELL MID-CAP GROWTH 2,747 3,042
ISHARES CORE MSCI EAFE ETF 70,587 64,658
ISHARES CORE MSCI EMERGING 25,447 24,178
ISHARES MSCI EAFE ETF 495 756
SCHWAB US LARGE-CAP ETF 21,448 22,253
SPDR S&P MIDCAP 400 ETF TR 494 2,848
VANGUARD LARGE-CAP ETF 2,791 4,046
VANGUARD HEALTH CARE ETF 1,677 2,537
VANGUARD MID-CAP ETF 12,858 13,207
VANGUARD RUSSELL 3000 ETF 2,657 2,597
VANGUARD RUSSELL 2000 ETF 10,160 10,184

TY 2024 InvestmentsOtherSchedule2
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARBITRAGE FUND INSTL      
CALAMOS MARKET NEUTRAL INCOME CL I   6,342 6,675
SPDR GOLD SHARES ETF   495 1,211

TY 2024 OtherDecreasesSchedule
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Description Amount
ROUNDING 6


TY 2024 OtherExpensesSchedule
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
FILING FEES 15     15


TY 2024 OtherProfessionalFeesSchedule
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 1,205 1,205    


TY 2024 TaxesSchedule
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1 1