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
MAUDE PRITCHARD CHAR TRUST XXXXX2009
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

13-6824965
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$21,405,996J 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... 670,926 670,926  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 80,259
b Gross sales price for all assets on line 6a 4,152,756
7 Capital gain net income (from Part IV, line 2)... 80,259
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 751,185 751,185  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 183,664 102,555   81,109
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
12,896 11,369   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
750     750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 197,310 113,924 0 81,859
25 Contributions, gifts, grants paid....... 810,000 810,000
26 Total expenses and disbursements. Add lines 24 and 25 1,007,310 113,924 0 891,859
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -256,125
b Net investment income (if negative, enter -0-) 637,261
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............. 949,835 328,538 328,538
2 Savings and temporary cash investments......... 262,549 375,411 375,411
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)....... 9,097,692 Click to see attachment
List of Attached Documents:
// Content
9,067,559 		16,124,504
c Investments—corporate bonds (attach schedule)....... 3,551,260 Click to see attachment
List of Attached Documents:
// Content
3,633,774 		3,534,478
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).......... 843,057 Click to see attachment
List of Attached Documents:
// Content
1,025,175 		1,043,065
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) 14,704,393 14,430,457 21,405,996
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........ 14,704,393 14,430,457
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)..... 14,704,393 14,430,457
30 Total liabilities and net assets/fund balances (see instructions). 14,704,393 14,430,457
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
14,704,393
2
Enter amount from Part I, line 27a .....................
2
-256,125
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
15,096
4
Add lines 1, 2, and 3 ..........................
4
14,463,364
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
32,907
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,430,457
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 19. ADVANCED MICRO DEVICES INC   2023-03-28 2024-01-29
b 31. ADVANCED MICRO DEVICES INC   2021-11-19 2024-01-29
c . BANK OF AMERICA CORPORATION     2024-01-30
d . WELLS FARGO & CO NEW     2024-02-06
e 19028.78 VANGUARD TTL BD MKT IDX-ADM     2024-02-08
11287.062 VANGUARD TTL INTL BND-ADM   2017-04-12 2024-02-08
3388. VANGUARD TOTAL INTL BOND ETF     2024-02-08
19560.188 SIX CIRCLES US UNCONSTR EQ     2024-02-22
7485. VANGUARD TOTAL INTL BOND ETF     2024-02-22
3292. VANGUARD MORTGAGE-BACKED SEC     2024-02-22
17. ADVANCED MICRO DEVICES INC   2023-03-28 2024-03-20
31. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
6. NVIDIA CORP   2023-03-28 2024-03-20
6. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-03-20
35. NXP SEMICONDUCTORS NV     2024-03-20
22. NXP SEMICONDUCTORS NV     2024-04-12
21. NXP SEMICONDUCTORS NV     2024-04-12
1. NEXTERA ENERGY INC   2023-06-23 2024-05-06
152. NEXTERA ENERGY INC     2024-05-06
. CASH RECEIPT SECURITIES LITIGATION     2024-05-06
2. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
3. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
1887. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
1. DEERE & CO   2022-03-03 2024-05-13
23. DEERE & CO     2024-05-13
2. DEERE & CO   2021-08-19 2024-05-13
1. DEERE & CO   2021-08-19 2024-05-13
. ORACLE CORP     2024-05-16
2. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
54. LAUDER ESTEE COS INC CL A     2024-05-17
2. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-20
. EXXON MOBIL CORP     2024-05-28
. ALLERGAN PLC     2024-06-04
76. ALPHABET INC-CL A   2012-07-11 2024-06-05
. NORWEST CORP     2024-06-27
1060.427 FIDELITY 500 INDEX FUND   2024-02-22 2024-07-11
265. JPMORGAN BETABUILDERS CANADA     2024-07-11
2. JPMORGAN BETABUILDERS CANADA   2020-10-21 2024-07-11
30. JPMORGAN BETABUILDERS CANADA   2020-10-21 2024-07-11
15. JPMORGAN BETABUILDERS CANADA   2020-10-21 2024-07-11
1100. JPMORGAN BETABUILDERS CANADA     2024-07-11
1. JPMORGAN BETABUILDERS CANADA   2019-04-04 2024-07-11
1. JPMORGAN BETABUILDERS CANADA   2019-04-04 2024-07-11
4. JPMORGAN BETABUILDERS DEVELO   2021-01-26 2024-07-11
2. JPMORGAN BETABUILDERS DEVELO   2021-01-26 2024-07-11
1. JPMORGAN BETABUILDERS DEVELO   2021-01-26 2024-07-11
1. JPMORGAN BETABUILDERS DEVELO   2021-01-26 2024-07-11
518. JPMORGAN BETABUILDERS DEVELO   2021-01-26 2024-07-11
1003. JPMORGAN BETABUILDERS DEVELO   2021-01-26 2024-07-11
206. JPMORGAN BETABUILDERS DEVELO   2021-01-26 2024-07-11
5133.068 SIX CIRCLES US UNCONSTR EQ   2021-12-21 2024-07-11
2307. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-22 2024-07-12
546. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-22 2024-07-12
388. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-18 2024-07-12
95. ALPHABET INC-CL C     2024-09-12
4. INTUIT   2022-08-03 2024-09-12
18. INTUIT     2024-09-12
37. BIOGEN IDEC INC     2024-10-01
28. HONEYWELL INTL INC     2024-10-01
2. INTUIT   2020-02-25 2024-10-01
6. INTUIT   2020-02-25 2024-10-01
3. BIOGEN IDEC INC   2021-10-12 2024-10-02
8. BIOGEN IDEC INC   2023-10-27 2024-10-02
15. BIOGEN IDEC INC     2024-10-02
5. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-02-25 2024-10-02
2. INTUIT   2020-02-25 2024-10-02
1. INTUIT   2020-02-25 2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-03
1. INTUIT   2020-02-25 2024-10-03
3. INTUIT   2020-02-25 2024-10-07
2. INTUIT   2020-02-25 2024-10-09
2. INTUIT   2020-02-25 2024-10-10
2. INTUIT   2020-05-04 2024-10-10
1. INTUIT   2020-05-04 2024-10-11
1. INTUIT   2020-05-04 2024-10-11
1. DEERE & CO   2021-08-19 2024-10-14
1. DEERE & CO   2021-08-19 2024-10-14
1. INTUIT   2020-05-04 2024-10-14
3. DEERE & CO   2021-08-19 2024-10-15
1. DEERE & CO   2021-08-19 2024-10-15
2. INTUIT   2020-05-04 2024-10-15
4. DEERE & CO   2021-08-19 2024-10-16
1. INTUIT   2020-05-04 2024-10-16
2. DEERE & CO   2021-08-19 2024-10-17
3. DEERE & CO   2021-08-19 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
3. INTUIT   2020-05-04 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
9303.109 AMERICAN BEACON AHL MGD-R5   2023-08-09 2024-10-21
7210.46 BLACKSTONE ALT MULTI-STRAT-Y   2021-07-26 2024-10-21
4182.053 NEUBERGER BERM LNG SHRT-INST     2024-10-21
5729.839 PIMCO UNCONSTRAINED BD FD INSTL CL*   2024-02-08 2024-10-21
6757.496 PIMCO UNCONSTRAINED BD FD INSTL CL*   2021-07-14 2024-10-21
25. DEERE & CO     2024-11-01
2. DEERE & CO   2021-10-21 2024-11-01
12. ANALOG DEVICES INC     2024-11-13
89. ANALOG DEVICES INC     2024-11-13
3. CONOCOPHILLIPS   2022-05-19 2024-11-21
36. CONOCOPHILLIPS     2024-11-21
7. CONOCOPHILLIPS   2022-03-03 2024-11-21
4. LILLY ELI & CO   2016-12-16 2024-11-21
3. LILLY ELI & CO   2016-12-16 2024-11-21
117. MONSTER BEVERAGE CORP     2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
2. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
5. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
1. T-MOBILE US INC   2022-08-31 2024-11-21
23. T-MOBILE US INC   2022-08-31 2024-11-21
13. LINDE PLC   2023-03-24 2024-11-21
1. LINDE PLC   2023-03-24 2024-11-21
1. LINDE PLC   2023-03-24 2024-11-21
5. LINDE PLC   2023-03-24 2024-11-21
21. MONSTER BEVERAGE CORP   2022-08-24 2024-11-22
576. ISHARES TR 20+ TREAS INDEX FD   2024-02-26 2024-12-03
1484. ISHARES TR 20+ TREAS INDEX FD     2024-12-03
1447. ISHARES CORE MSCI EAFE ETF   2017-06-29 2024-12-03
5672. ISHARES BROAD USD HIGH YIELD     2024-12-03
1293. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-18 2024-12-03
3880. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-18 2024-12-03
654. JPMORGAN BETABUILDERS JAPAN ETF   2021-01-26 2024-12-03
218. JPMORGAN BETABUILDERS JAPAN ETF   2021-01-26 2024-12-03
19159.637 SIX CIRCLES CREDIT OPPORT   2022-06-01 2024-12-03
3287. VANGUARD LONG-TERM TREASURY ETF     2024-12-03
. MCKESSON CORP     2024-12-05
112. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
7. COSTCO WHSL CORP NEW     2024-12-17
4. COSTCO WHSL CORP NEW   2021-11-05 2024-12-17
86. NVIDIA CORP   2023-03-28 2024-12-17
42. T-MOBILE US INC   2022-08-31 2024-12-17
70. T-MOBILE US INC     2024-12-17
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(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 3,363   1,787 1,576
b 5,487   4,828 659
c 16     16
d 25     25
e 181,725   199,057 -17,332
219,533   245,268 -25,735
164,594   178,156 -13,562
312,963   330,874 -17,911
363,566   373,011 -9,445
148,213   178,046 -29,833
3,066   1,599 1,467
5,591   2,656 2,935
5,356   1,573 3,783
5,709   4,160 1,549
8,340   4,699 3,641
5,212   2,750 2,462
4,957   2,558 2,399
71   74 -3
10,756   12,668 -1,912
50     50
158   157 1
238   236 2
149,548   148,510 1,038
408   383 25
9,420   8,373 1,047
826   717 109
409   359 50
13     13
270   295 -25
7,283   7,966 -683
266   295 -29
33     33
16     16
13,289   1,085 12,204
67     67
205,691   187,547 18,144
17,811   12,906 4,905
134   97 37
2,016   1,459 557
1,007   730 277
73,846   53,450 20,396
67   49 18
67   49 18
200   228 -28
100   114 -14
50   57 -7
50   57 -7
25,921   29,563 -3,642
50,067   57,244 -7,177
10,296   11,757 -1,461
90,188   75,713 14,475
141,006   132,980 8,026
33,360   31,473 1,887
23,707   20,443 3,264
14,670   4,399 10,271
2,567   1,850 717
11,562   7,085 4,477
7,061   10,962 -3,901
5,770   1,121 4,649
1,215   577 638
3,647   1,731 1,916
566   855 -289
1,516   1,874 -358
2,842   4,198 -1,356
942   1,171 -229
608   289 319
1,217   577 640
607   286 321
187   234 -47
603   286 317
1,809   857 952
1,237   571 666
1,240   570 670
1,239   533 706
618   267 351
618   267 351
403   359 44
404   359 45
616   267 349
1,209   1,076 133
405   359 46
1,236   533 703
1,624   1,435 189
609   267 342
810   717 93
1,214   1,076 138
609   267 342
1,828   800 1,028
611   267 344
92,845   92,659 186
80,252   77,440 2,812
77,577   62,884 14,693
57,184   55,981 1,203
67,440   72,981 -5,541
10,006   8,634 1,372
801   686 115
2,567   1,699 868
19,012   11,863 7,149
343   313 30
4,104   3,695 409
783   680 103
2,981   291 2,690
2,236   218 2,018
6,284   5,470 814
54   45 9
108   90 18
270   226 44
237   145 92
5,438   3,325 2,113
5,874   4,475 1,399
451   344 107
452   344 108
2,265   1,721 544
1,136   949 187
53,592   53,916 -324
138,075   214,132 -76,057
107,314   88,302 19,012
211,474   207,866 3,608
75,137   68,127 7,010
225,414   204,435 20,979
38,704   37,657 1,047
12,906   12,552 354
171,862   177,993 -6,131
192,177   190,375 1,802
46     46
13,998   9,595 4,403
6,935   3,867 3,068
3,946   2,040 1,906
11,081   2,254 8,827
9,400   6,071 3,329
15,532   9,759 5,773
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
      44,123
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       1,576
b       659
c       16
d       25
e       -17,332
      -25,735
      -13,562
      -17,911
      -9,445
      -29,833
      1,467
      2,935
      3,783
      1,549
      3,641
      2,462
      2,399
      -3
      -1,912
      50
      1
      2
      1,038
      25
      1,047
      109
      50
      13
      -25
      -683
      -29
      33
      16
      12,204
      67
      18,144
      4,905
      37
      557
      277
      20,396
      18
      18
      -28
      -14
      -7
      -7
      -3,642
      -7,177
      -1,461
      14,475
      8,026
      1,887
      3,264
      10,271
      717
      4,477
      -3,901
      4,649
      638
      1,916
      -289
      -358
      -1,356
      -229
      319
      640
      321
      -47
      317
      952
      666
      670
      706
      351
      351
      44
      45
      349
      133
      46
      703
      189
      342
      93
      138
      342
      1,028
      344
      186
      2,812
      14,693
      1,203
      -5,541
      1,372
      115
      868
      7,149
      30
      409
      103
      2,690
      2,018
      814
      9
      18
      44
      92
      2,113
      1,399
      107
      108
      544
      187
      -324
      -76,057
      19,012
      3,608
      7,010
      20,979
      1,047
      354
      -6,131
      1,802
      46
      4,403
      3,068
      1,906
      8,827
      3,329
      5,773
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 80,259
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 8,858
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 8,858
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 8,858
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,448
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 3,448
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 5,410
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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
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
JP MORGAN CHASE BANK NA TRUSTEE
2 		183,664    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
20,022,126
b
Average of monthly cash balances.......................
1b
978,674
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
21,000,800
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
21,000,800
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
315,012
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,685,788
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,034,289
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
1,034,289
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,858
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,858
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,025,431
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,025,431
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
1,025,431
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
891,859
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
891,859
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 1,025,431
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 809,628
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$ 891,859
a Applied to 2023, but not more than line 2a 809,628
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..... 82,231
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 .......... 		943,200
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).)
NONE
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.
NONE
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 NA
10 S DEARBORN IL1-0111
CHICAGO,IL60603
(800) 496-2583
bThe form in which applications should be submitted and information and materials they should include:
www.jpmorgan.com/onlinegrants
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
preference is given to organizations serving Long Island New York
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

HELEN KELLER SERVICES HKSB

180 LIVINGSTON ST 2ND FL
BROOKLYN,NY11201 		NONE PC GENERAL 30,000

FARMS FOR CITY KIDS FOUNDATION

44 S BAYLES AVE STE 218
PORT WASHINGTON,NY11050 		NONE PC GENERAL 30,000

BANK STREET COLLEGE
OF EDUCATION DEVELOPING SYSTEMS
610 W 112TH ST
NEW YORK,NY10025 		NONE PC GENERAL 100,000

NEW HOUR FOR WOMEN AND CHILDREN

PO BOX 213
BRENTWOOD,NY11717 		NONE PC GENERAL 100,000

LONG ISLAND CARES INC

10 DAVIDS DRIVE
HAUPPAUGE,NY11729 		NONE PC GENERAL 50,000

HEALTH AND WELFARE COUNCIL OF
LONG ISLAND INC
150 BROADHOLLOW ROAD STE 118
MELVILLE,NY11747 		NONE PC GENERAL 50,000

THREE VILLAGE MEALS ON WHEELS INC

PO BOX 853
STONY BROOK,NY11790 		NONE PC GENERAL 30,000

MERCY HAVEN

859 CONNETQUOT AVE SUITE 10
ISLIP TERRACE,NY11752 		NONE PC GENERAL 50,000

WYANDANCH HOMES AND PROPERTY
DEVELOPMENT CORPORATION
819 GRAND BLVD
DEER PARK,NY11729 		NONE PC GENERAL 30,000

UNITED WAY OF LONG ISLAND

819 GRAND BLVD
DEER PARK,NY11729 		NONE PC GENERAL 30,000

SUFFOLK COUNTY VANDERBILT MUSEUM

180 LITTLE NECK RD
CENTERPORT,NY11721 		NONE PC GENERAL 50,000

COMMUNITY ACTION SOUTHOLD TOWN INC

311 FRONT STREET
GREENPORT,NY11944 		NONE PC GENERAL 30,000

THE TRUST FOR PUBLIC LAND

101 MONTGOMERY STREET SUITE 900
SAN FRANCISCO,CA94104 		NONE PC GENERAL 100,000

LGBT NETWORK

20 CROSSWAYS PARK DRIVE NORTH SUITE
WOODBURY,NY11797 		NONE PC GENERAL 50,000

ST MARKS EPISCOPAL CHURCH

754 MONTAUK HWY
ISLIP,NY11751 		NONE PC GENERAL 30,000

DOCS FOR TOTS

3537 36TH ST
ASTORIA,NY11106 		NONE PC GENERAL 50,000
Total .................................right arrow 3a 810,000
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 ....     14 670,926  
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 80,259  
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) ..   751,185  
13Total. Add line 12, columns (b), (d), and (e)..................
13
751,185
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
MAUDE PRITCHARD CHAR TRUST XXXXX2009
EIN:
13-6824965
Name of Bond End of Year Book Value End of Year Fair Market Value
921937603 VANGUARD TTL BD MKT    
92203J308 VANGUARD TTL INTL BN    
54401E143 LORD ABBETT SHRT DUR 384,771 373,359
464287432 ISHARES 20+ YEAR TRE    
2299909B4 CUBA RR CO 1ST MTG 5    
2299909C2 CUBA NORTHN RAILWAYS    
83002G702 SIX CIRCLES GLOBAL B 934,482 835,496
83002G884 SIX CIRCLES CREDIT O 858,021 868,987
92206C771 VANGUARD MORTGAGE-BA 654,197 643,012
92206C870 VANGUARD INT-TERM CO 389,395 397,337
92203J407 VANGUARD TOTAL INTL 412,908 416,287

TY 2024 InvestmentsCorpStockSchedule
Name:
MAUDE PRITCHARD CHAR TRUST XXXXX2009
EIN:
13-6824965
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 10,624 37,693
110122108 BRISTOL-MYERS SQUIBB 34,828 31,787
438516106 HONEYWELL INTERNATIO 3,200 18,523
464287465 ISHARES MSCI EAFE ET 432,592 616,826
532457108 ELI LILLY & CO 2,255 23,932
548661107 LOWE'S COS INC 1,392 18,016
594918104 MICROSOFT CORP 15,023 189,675
609207105 MONDELEZ INTERNATION 10,889 18,457
617446448 MORGAN STANLEY 10,570 43,625
713448108 PEPSICO INC 22,697 28,435
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 10,875 34,314
949746101 WELLS FARGO & CO 21,220 44,462
02079K107 ALPHABET INC-CL C 7,946 96,172
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 29,314 116,516
57636Q104 MASTERCARD INC - A 21,513 76,879
65339F101 NEXTERA ENERGY INC 18,767 26,023
78462F103 SPDR S&P 500 ETF TRU 863,936 3,566,883
91324P102 UNITEDHEALTH GROUP I 16,030 70,315
94106B101 WASTE CONNECTIONS IN 8,305 20,933
023135106 AMAZON.COM INC 28,884 139,532
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 47,656 171,788
060505104 BANK OF AMERICA CORP 12,224 35,424
46432F842 ISHARES CORE MSCI EA 10,984 12,650
655844108 NORFOLK SOUTHERN COR 16,077 25,817
67066G104 NVIDIA CORP 18,309 193,915
025816109 AMERICAN EXPRESS CO 12,427 33,537
315911750 FIDELITY 500 INDEX F 2,118,332 3,358,440
83002G306 SIX CIRCLES US UNCON 1,718,175 2,898,352
83002G405 SIX CIRCLES INTL UNC 1,731,080 1,867,463
00287Y109 ABBVIE INC 19,522 42,470
337738108 FISERV INC 28,182 41,495
580135101 MCDONALD'S CORP 35,200 41,454
N6596X109 NXP SEMICONDUCTORS N 14,290 25,358
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 19,039 54,653
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
883556102 THERMO FISHER SCIENT 12,829 15,607
N07059210 ASML HOLDING NV-NY R 9,322 15,941
20825C104 CONOCOPHILLIPS 24,869 35,999
22160K105 COSTCO WHOLESALE COR 14,694 27,488
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 14,361 28,669
43300A203 HILTON WORLDWIDE HOL 13,660 26,693
45687V106 INGERSOLL RAND INC 10,661 19,901
46120E602 INTUITIVE SURGICAL I 14,933 25,054
46641Q191 JPMORGAN BETABUILDER    
46641Q217 JPMORGAN BETABUILDER 550,430 625,966
46641Q225 JPMORGAN BETABUILDER 293,626 438,646
46641Q233 JPMORGAN BETABUILDER 317,565 305,565
679580100 OLD DOMINION FREIGHT 14,967 18,698
75886F107 REGENERON PHARMACEUT 13,650 17,808
G29183103 EATON CORP PLC 14,443 36,174
30231G102 EXXON MOBIL CORP 45,041 58,518
61174X109 MONSTER BEVERAGE COR 11,277 13,350
743315103 PROGRESSIVE CORP 23,801 48,162
78409V104 S&P GLOBAL INC 18,562 25,898
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 24,289 29,441
842587107 THE SOUTHERN COMPANY 35,115 37,209
863667101 STRYKER CORP 21,288 25,924
872540109 TJX COMPANIES INC 13,530 19,934
G54950103 LINDE PLC 15,923 39,774
11135F101 BROADCOM INC 39,197 38,254
127387108 CADENCE DESIGN SYS I 16,554 16,225
254687106 WALT DISNEY CO/THE 26,473 25,722
68902V107 OTIS WORLDWIDE CORP 30,717 27,690
79466L302 SALESFORCE INC 39,353 45,803
824348106 SHERWIN-WILLIAMS CO/ 14,072 12,577

TY 2024 InvestmentsOtherSchedule2
Name:
MAUDE PRITCHARD CHAR TRUST XXXXX2009
EIN:
13-6824965
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 310,760 311,074
64128R608 NEUBERGER BERM LNG S AT COST 87,345 109,693
72201U638 PIMCO MRTG OPP & BND AT COST 194,583 191,530
72201M487 PIMCO DYNAMIC BOND-I      
024525669 AMERICAN BEACON AHL      
83002G876 SIX CIRCLES MULTI-ST AT COST 432,487 430,768

TY 2024 OtherDecreasesSchedule
Name:
MAUDE PRITCHARD CHAR TRUST XXXXX2009
EIN:
13-6824965
Description Amount
RETURN OF CAPITAL ADJUSTMENT 17,923
MUTUAL FUND ADJUSTMENT 29
2024 TRANSACTION POSTED IN 2025 14,955


TY 2024 OtherExpensesSchedule
Name:
MAUDE PRITCHARD CHAR TRUST XXXXX2009
EIN:
13-6824965
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 750 0   750


TY 2024 OtherIncreasesSchedule
Name:
MAUDE PRITCHARD CHAR TRUST XXXXX2009
EIN:
13-6824965
Description Amount
2023 TRANSACTION POSTED IN 2024 15,082
COST BASIS ADJUSTMENT 14


TY 2024 TaxesSchedule
Name:
MAUDE PRITCHARD CHAR TRUST XXXXX2009
EIN:
13-6824965
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 241 241   0
FEDERAL ESTIMATES - INCOME 1,527 0   0
FOREIGN TAXES ON QUALIFIED FOR 9,369 9,369   0
FOREIGN TAXES ON NONQUALIFIED 1,759 1,759   0