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
SUHLING F G CHAR TR XXXXX9009
 
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

36-6211892
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$1,171,719J 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... 29,214 29,214  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 55,012
b Gross sales price for all assets on line 6a 272,771
7 Capital gain net income (from Part IV, line 2)... 55,012
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........ 84,226 84,226  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,020 12,680   6,340
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
1,379 377   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
15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,414 13,057 0 6,355
25 Contributions, gifts, grants paid....... 45,192 45,192
26 Total expenses and disbursements. Add lines 24 and 25 65,606 13,057 0 51,547
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,620
b Net investment income (if negative, enter -0-) 71,169
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............. 8,684 7,678 7,678
2 Savings and temporary cash investments......... 14,434 13,011 13,011
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)....... 346,616 Click to see attachment
List of Attached Documents:
// Content
338,386 		652,422
c Investments—corporate bonds (attach schedule)....... 496,550 Click to see attachment
List of Attached Documents:
// Content
525,907 		498,608
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 866,284 884,982 1,171,719
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........ 866,284 884,982
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)..... 866,284 884,982
30 Total liabilities and net assets/fund balances (see instructions). 866,284 884,982
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
866,284
2
Enter amount from Part I, line 27a .....................
2
18,620
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
281
4
Add lines 1, 2, and 3 ..........................
4
885,185
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
203
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
884,982
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 7. ADVANCED MICRO DEVICES INC   2023-03-28 2024-01-29
b 5. ADVANCED MICRO DEVICES INC   2020-11-06 2024-01-29
c 225. VANGUARD TOTAL INTL BOND ETF   2020-11-03 2024-02-01
d 1. ABBVIE INC   2023-10-27 2024-02-14
e 1. ADVANCED MICRO DEVICES INC   2020-11-06 2024-02-14
3. ALPHABET INC-CL C   2012-09-26 2024-02-14
4. AMAZON COM INC   2015-04-08 2024-02-14
1. AMERICAN EXPRESS CO   2019-05-16 2024-02-14
3. APPLE COMPUTER INC   2006-04-07 2024-02-14
2. CONOCOPHILLIPS   2022-02-08 2024-02-14
1. FACEBOOK INC-A   2020-01-08 2024-02-14
1. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-02-14
1. INTUITIVE SURGICAL INC NEW   2021-09-15 2024-02-14
50. JPMORGAN BETABUILDERS EUROPE ETF   2023-02-15 2024-02-14
150. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-25 2024-02-14
1. LILLY ELI & CO   2016-12-16 2024-02-14
1. LOWES COS INC   2011-08-04 2024-02-14
1. MARTIN MARIETTA MATLS INC   2023-11-09 2024-02-14
1. MASTERCARD INC - CLASS A   2022-06-17 2024-02-14
2. MICROSOFT CORP   2009-01-15 2024-02-14
1. NVIDIA CORP   2023-03-28 2024-02-14
1. PEPSICO INC   2022-05-10 2024-02-14
1. PROGRESSIVE CORP OHIO   2022-04-07 2024-02-14
1. S&P GLOBAL INC   2022-12-02 2024-02-14
2. T-MOBILE US INC   2022-08-31 2024-02-14
1. UNITEDHEALTH GROUP INC   2010-12-02 2024-02-14
1. LINDE PLC   2023-03-24 2024-02-14
1. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-02-14
1. NXP SEMICONDUCTORS NV   2020-09-30 2024-02-14
15000. US TREAS 2.75% 02/15/24   2015-08-18 2024-02-15
5. ADVANCED MICRO DEVICES INC   2020-11-06 2024-02-20
16. NEXTERA ENERGY INC   2022-06-06 2024-02-20
8. NEXTERA ENERGY INC   2023-06-23 2024-02-20
8. NEXTERA ENERGY INC   2022-06-06 2024-02-20
100. VANGUARD TOTAL INTL BOND ETF   2020-11-03 2024-03-04
4. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
1. NVIDIA CORP   2023-03-28 2024-03-20
1. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-03-20
7. NXP SEMICONDUCTORS NV   2020-07-10 2024-03-20
3. NXP SEMICONDUCTORS NV   2020-07-10 2024-04-12
5. NXP SEMICONDUCTORS NV   2019-02-20 2024-04-12
75. VANGUARD BD INDEX TOTAL BD MKT ETF   2023-06-21 2024-04-22
70. VANGUARD BD INDEX TOTAL BD MKT ETF   2023-02-15 2024-04-22
7000. US TREAS 2% 04/30/24   2019-11-15 2024-04-30
5. DEERE & CO   2021-08-19 2024-05-13
1. DEERE & CO   2021-08-19 2024-05-13
6000. US TREAS 2.5% 05/15/24   2019-11-15 2024-05-15
11. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
1. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-20
. EXXON MOBIL CORP     2024-05-28
15. ALPHABET INC-CL A   2012-07-11 2024-06-05
1. ABBVIE INC   2023-10-27 2024-06-14
1. ADVANCED MICRO DEVICES INC   2020-11-06 2024-06-14
3. ALPHABET INC-CL C   2012-09-26 2024-06-14
3. AMAZON COM INC   2015-04-08 2024-06-14
1. ANALOG DEVICES INC   2020-11-06 2024-06-14
4. APPLE COMPUTER INC   2024-06-13 2024-06-14
8. BANK OF AMERICA CORPORATION   2023-12-18 2024-06-14
1. BANK OF AMERICA CORPORATION   2022-05-20 2024-06-14
1. BIOGEN IDEC INC   2022-12-01 2024-06-14
4. BOSTON SCIENTIFIC CORP   2021-12-29 2024-06-14
5. BRISTOL MYERS SQUIBB CO   2022-05-10 2024-06-14
2. CONOCOPHILLIPS   2022-02-08 2024-06-14
4. EXXON MOBIL CORP   2023-09-12 2024-06-14
1. FACEBOOK INC-A   2020-01-08 2024-06-14
2. FISERV INC   2023-07-10 2024-06-14
1. ARTHUR J GALLAGHER & CO   2022-03-08 2024-06-14
1. HONEYWELL INTL INC   2010-02-01 2024-06-14
2. INGERSOLL RAND INC   2021-05-17 2024-06-14
1. INTUIT   2023-03-29 2024-06-14
1. MASTERCARD INC - CLASS A   2022-06-17 2024-06-14
1. MCDONALDS CORP   2024-05-17 2024-06-14
3. MICROSOFT CORP   2009-01-15 2024-06-14
1. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-06-14
5. MONSTER BEVERAGE CORP   2022-06-24 2024-06-14
3. MORGAN STANLEY DEAN WITTER & CO NEW   2013-01-16 2024-06-14
2. NEXTERA ENERGY INC   2023-06-23 2024-06-14
1. NORFOLK SOUTHN CORP   2018-05-15 2024-06-14
6. NVIDIA CORP   2023-03-07 2024-06-14
2. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2024-06-14
1. PEPSICO INC   2016-02-24 2024-06-14
2. PROGRESSIVE CORP OHIO   2022-04-07 2024-06-14
2. SOUTHERN CO   2024-05-17 2024-06-14
2. TJX COS INC NEW   2023-09-22 2024-06-14
1. T-MOBILE US INC   2022-08-31 2024-06-14
2. TEXAS INSTRS INC   2016-03-10 2024-06-14
2. WASTE CONNECTIONS INC   2021-01-08 2024-06-14
7. WELLS FARGO & CO NEW   2021-02-19 2024-06-14
1. EATON CORP PLC   2021-03-03 2024-06-14
. NORWEST CORP     2024-06-27
14. JPMORGAN BETABUILDERS CANADA   2018-08-16 2024-07-12
1. JPMORGAN BETABUILDERS CANADA   2018-08-16 2024-07-12
10. JPMORGAN BETABUILDERS CANADA   2018-08-16 2024-07-12
30. JPMORGAN BETABUILDERS CANADA   2018-08-16 2024-07-12
4. SPDR TR UNIT SER 1   2019-04-05 2024-07-12
46. SPDR TR UNIT SER 1   2019-04-05 2024-07-12
5000. US TREAS 2.375% 08/15/24   2017-05-19 2024-08-15
1. ABBVIE INC   2023-10-27 2024-08-20
1. ABBVIE INC   2019-11-11 2024-08-20
4. ALPHABET INC-CL C   2012-09-26 2024-08-20
4. AMAZON COM INC   2015-03-12 2024-08-20
1. AMERICAN EXPRESS CO   2019-05-16 2024-08-20
4. APPLE COMPUTER INC   2024-06-05 2024-08-20
5. BANK OF AMERICA CORPORATION   2023-12-18 2024-08-20
3. BOSTON SCIENTIFIC CORP   2016-12-05 2024-08-20
3. BRISTOL MYERS SQUIBB CO   2022-05-20 2024-08-20
3. CONOCOPHILLIPS   2022-02-08 2024-08-20
1. COSTCO WHSL CORP NEW   2023-09-22 2024-08-20
3. EXXON MOBIL CORP   2023-09-12 2024-08-20
1. EXXON MOBIL CORP   2023-01-25 2024-08-20
1. FACEBOOK INC-A   2020-01-08 2024-08-20
1. FISERV INC   2023-07-10 2024-08-20
1. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-08-20
1. HONEYWELL INTL INC   2010-02-01 2024-08-20
1. INGERSOLL RAND INC   2021-05-17 2024-08-20
1. LOWES COS INC   2011-08-04 2024-08-20
1. MCDONALDS CORP   2024-05-17 2024-08-20
3. MICROSOFT CORP   2009-01-15 2024-08-20
3. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-08-20
2. MONSTER BEVERAGE CORP   2022-06-24 2024-08-20
3. MORGAN STANLEY DEAN WITTER & CO NEW   2013-01-16 2024-08-20
2. NEXTERA ENERGY INC   2023-06-23 2024-08-20
1. NORFOLK SOUTHN CORP   2018-03-09 2024-08-20
10. NVIDIA CORP   2023-03-07 2024-08-20
1. PEPSICO INC   2016-02-24 2024-08-20
1. PROGRESSIVE CORP OHIO   2022-04-07 2024-08-20
1. SALESFORCE.COM INC   2024-03-20 2024-08-20
3. SOUTHERN CO   2024-05-17 2024-08-20
1. STRYKER CORP   2023-09-13 2024-08-20
1. TJX COS INC NEW   2023-09-22 2024-08-20
1. T-MOBILE US INC   2022-08-31 2024-08-20
1. TEXAS INSTRS INC   2016-03-10 2024-08-20
1. UNITEDHEALTH GROUP INC   2010-12-02 2024-08-20
4. WELLS FARGO & CO NEW   2021-02-19 2024-08-20
1. EATON CORP PLC   2021-03-03 2024-08-20
1. LINDE PLC   2023-03-24 2024-08-20
1. NXP SEMICONDUCTORS NV   2019-02-21 2024-08-20
5000. FNMA 2.625% 09/06/24   2017-02-13 2024-09-06
16. ALPHABET INC-CL C   2012-08-13 2024-09-12
1. INTUIT   2023-03-28 2024-09-12
3. INTUIT   2020-02-25 2024-09-12
190. VANGUARD BD INDEX TOTAL BD MKT ETF   2024-07-23 2024-09-17
200. VANGUARD TOTAL INTL BOND ETF   2020-09-17 2024-09-17
7. BIOGEN IDEC INC   2020-03-11 2024-10-01
5. HONEYWELL INTL INC   2010-02-01 2024-10-01
1. INTUIT   2020-02-25 2024-10-01
1. BIOGEN IDEC INC   2021-10-12 2024-10-02
2. BIOGEN IDEC INC   2023-10-27 2024-10-02
2. BIOGEN IDEC INC   2023-01-06 2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-02-25 2024-10-02
1. INTUIT   2020-05-04 2024-10-04
1. INTUIT   2020-05-04 2024-10-11
1. DEERE & CO   2021-08-19 2024-10-14
1. DEERE & CO   2021-08-19 2024-10-15
1. INTUIT   2020-05-04 2024-10-15
1. DEERE & CO   2021-08-19 2024-10-16
1. INTUIT   2020-05-04 2024-10-16
5. DEERE & CO   2021-10-21 2024-11-01
2. ANALOG DEVICES INC   2020-11-06 2024-11-13
17. ANALOG DEVICES INC   2020-11-06 2024-11-13
5000. US TREAS 2.25% 11/15/24   2018-11-15 2024-11-15
1. ABBVIE INC   2020-03-31 2024-11-19
2. ALPHABET INC-CL C   2012-08-13 2024-11-19
3. AMAZON COM INC   2015-03-12 2024-11-19
1. AMERICAN EXPRESS CO   2019-05-16 2024-11-19
4. APPLE COMPUTER INC   2024-10-01 2024-11-19
2. BOSTON SCIENTIFIC CORP   2016-12-05 2024-11-19
3. BRISTOL MYERS SQUIBB CO   2022-05-20 2024-11-19
2. EXXON MOBIL CORP   2023-01-25 2024-11-19
1. FACEBOOK INC-A   2020-01-08 2024-11-19
2. FISERV INC   2024-10-01 2024-11-19
1. ARTHUR J GALLAGHER & CO   2021-04-29 2024-11-19
1. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-11-19
1. MARTIN MARIETTA MATLS INC   2023-11-09 2024-11-19
1. MASTERCARD INC - CLASS A   2024-09-12 2024-11-19
1. MCDONALDS CORP   2024-05-17 2024-11-19
1. MICROSOFT CORP   2009-01-15 2024-11-19
6. NVIDIA CORP   2023-03-07 2024-11-19
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-17 2024-11-19
1. PROGRESSIVE CORP OHIO   2022-04-07 2024-11-19
1. REGENERON PHARMACEUTICALS INC   2021-10-12 2024-11-19
1. S&P GLOBAL INC   2022-12-02 2024-11-19
1. TEXAS INSTRS INC   2016-03-10 2024-11-19
1. UNITEDHEALTH GROUP INC   2010-12-02 2024-11-19
1. WASTE CONNECTIONS INC   2016-07-26 2024-11-19
1. NXP SEMICONDUCTORS NV   2024-11-13 2024-11-19
1. CONOCOPHILLIPS   2022-02-08 2024-11-21
7. CONOCOPHILLIPS   2022-02-08 2024-11-21
1. CONOCOPHILLIPS   2022-01-05 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
23. MONSTER BEVERAGE CORP   2022-06-24 2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
5. T-MOBILE US INC   2022-08-31 2024-11-21
3. LINDE PLC   2019-04-25 2024-11-21
1. LINDE PLC   2018-12-11 2024-11-21
4. MONSTER BEVERAGE CORP   2022-06-17 2024-11-22
550. ISHARES BROAD USD HIGH YIELD   2024-09-17 2024-12-03
86. JPMORGAN BETABUILDERS JAPAN ETF   2020-10-28 2024-12-03
29. JPMORGAN BETABUILDERS JAPAN ETF   2020-10-28 2024-12-03
20. JPMORGAN BETABUILDERS CANADA   2018-08-16 2024-12-03
85. VANGUARD EMERG MKTS GOV BND   2024-02-01 2024-12-03
21. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
1. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
1. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
17. NVIDIA CORP   2023-03-07 2024-12-17
7. T-MOBILE US INC   2022-08-31 2024-12-17
13. T-MOBILE US INC   2022-09-01 2024-12-17
(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 1,239   658 581
b 885   639 246
c 11,046   13,173 -2,127
d 174   137 37
e 177   86 91
441   56 385
679   76 603
210   118 92
551   7 544
222   183 39
471   214 257
191   127 64
379   348 31
2,796   2,668 128
8,389   7,968 421
759   73 686
224   20 204
539   454 85
462   313 149
812   38 774
742   262 480
167   172 -5
187   120 67
421   360 61
323   289 34
516   38 478
418   344 74
923   693 230
235   125 110
15,000   15,742 -742
823   428 395
911   1,315 -404
451   594 -143
451   645 -194
4,867   5,832 -965
721   343 378
893   262 631
951   693 258
1,668   850 818
711   351 360
1,180   493 687
5,312   5,472 -160
4,958   5,087 -129
7,000   7,107 -107
2,048   1,793 255
413   359 54
6,000   6,221 -221
1,484   1,623 -139
133   148 -15
92     92
2,623   214 2,409
166   137 29
161   86 75
533   56 477
550   57 493
231   134 97
853   855 -2
313   269 44
39   34 5
231   303 -72
307   172 135
204   380 -176
219   183 36
436   470 -34
505   214 291
294   253 41
259   150 109
206   37 169
181   97 84
597   430 167
441   313 128
251   272 -21
1,324   56 1,268
66   72 -6
242   234 8
283   124 159
146   148 -2
218   150 68
787   143 644
337   290 47
163   99 64
416   239 177
157   159 -2
216   179 37
175   145 30
387   110 277
334   210 124
399   263 136
321   137 184
13     13
947   685 262
68   49 19
675   489 186
2,028   1,468 560
2,246   1,154 1,092
25,798   13,275 12,523
5,000   5,101 -101
195   137 58
195   85 110
677   75 602
712   75 637
254   118 136
906   785 121
193   168 25
236   84 152
148   227 -79
332   274 58
872   560 312
351   352 -1
117   112 5
528   214 314
168   126 42
214   127 87
198   37 161
91   49 42
245   20 225
289   272 17
1,269   56 1,213
213   215 -2
93   94 -1
304   62 242
159   148 11
242   145 97
1,276   238 1,038
174   99 75
238   120 118
264   304 -40
262   239 23
342   296 46
113   89 24
198   145 53
199   55 144
581   38 543
226   150 76
296   137 159
460   344 116
255   94 161
5,000   5,064 -64
2,471   286 2,185
642   421 221
1,927   863 1,064
14,349   13,823 526
10,055   11,632 -1,577
1,336   2,045 -709
1,030   187 843
608   286 322
189   285 -96
379   468 -89
379   556 -177
188   234 -46
608   285 323
609   267 342
617   267 350
403   359 44
403   359 44
618   267 351
406   359 47
609   267 342
2,001   1,714 287
428   267 161
3,631   2,264 1,367
5,000   5,000  
164   76 88
356   33 323
604   56 548
282   118 164
912   905 7
179   41 138
170   227 -57
239   224 15
554   214 340
425   363 62
291   141 150
246   127 119
574   454 120
518   487 31
289   272 17
412   19 393
852   143 709
213   145 68
253   120 133
751   544 207
500   360 140
206   55 151
584   38 546
185   50 135
218   224 -6
114   91 23
798   639 159
112   77 35
745   73 672
1,235   1,049 186
54   45 9
1,182   723 459
1,356   697 659
453   161 292
216   179 37
20,506   20,617 -111
5,090   4,212 878
1,717   1,420 297
1,501   979 522
5,507   5,368 139
2,625   1,799 826
991   488 503
987   488 499
2,191   405 1,786
1,567   1,009 558
2,885   1,802 1,083
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       581
b       246
c       -2,127
d       37
e       91
      385
      603
      92
      544
      39
      257
      64
      31
      128
      421
      686
      204
      85
      149
      774
      480
      -5
      67
      61
      34
      478
      74
      230
      110
      -742
      395
      -404
      -143
      -194
      -965
      378
      631
      258
      818
      360
      687
      -160
      -129
      -107
      255
      54
      -221
      -139
      -15
      92
      2,409
      29
      75
      477
      493
      97
      -2
      44
      5
      -72
      135
      -176
      36
      -34
      291
      41
      109
      169
      84
      167
      128
      -21
      1,268
      -6
      8
      159
      -2
      68
      644
      47
      64
      177
      -2
      37
      30
      277
      124
      136
      184
      13
      262
      19
      186
      560
      1,092
      12,523
      -101
      58
      110
      602
      637
      136
      121
      25
      152
      -79
      58
      312
      -1
      5
      314
      42
      87
      161
      42
      225
      17
      1,213
      -2
      -1
      242
      11
      97
      1,038
      75
      118
      -40
      23
      46
      24
      53
      144
      543
      76
      159
      116
      161
      -64
      2,185
      221
      1,064
      526
      -1,577
      -709
      843
      322
      -96
      -89
      -177
      -46
      323
      342
      350
      44
      44
      351
      47
      342
      287
      161
      1,367
       
      88
      323
      548
      164
      7
      138
      -57
      15
      340
      62
      150
      119
      120
      31
      17
      393
      709
      68
      133
      207
      140
      151
      546
      135
      -6
      23
      159
      35
      672
      186
      9
      459
      659
      292
      37
      -111
      878
      297
      522
      139
      826
      503
      499
      1,786
      558
      1,083
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 55,012
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) 1 989
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........................... 3 989
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- ..... 5 989
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 564
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.............. 7 564
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 425
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 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 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 		19,020    
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
1,140,724
b
Average of monthly cash balances.......................
1b
21,434
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,162,158
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,162,158
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,432
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,144,726
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
57,236
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
57,236
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
989
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
989
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
56,247
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
56,247
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
56,247
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
51,547
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
51,547
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 56,247
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 45,192
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$ 51,547
a Applied to 2023, but not more than line 2a 45,192
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..... 6,355
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 .......... 		49,892
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
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

SHRINERS HOSPITAL FOR
CHILDREN
2211 N OAK PARK AVE
CHICAGO,IL60707 		NONE PC GENERAL 11,298

NORTHWESTERN MEMORIAL FOUNDATION
C/O HOLLY GIBOUT VP
ATTN DONOR RELATIONS
CHICAGO,IL606113732 		NONE PC GENERAL 11,298

SALVATION ARMY

5040 N PULASKI RD
CHICAGO,IL60630 		NONE PC GENERAL 11,298

ANN & ROBERT H LURIE CHILDREN
HOSPITAL OF CHICAGO
225 E CHICAGO AVE
CHICAGO,IL60611 		NONE PC GENERAL 11,298
Total .................................right arrow 3a 45,192
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 29,214  
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 55,012  
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) ..   84,226  
13Total. Add line 12, columns (b), (d), and (e)..................
13
84,226
(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:
SUHLING F G CHAR TR XXXXX9009
EIN:
36-6211892
Name of Bond End of Year Book Value End of Year Fair Market Value
912828B66 US TREAS 2.75% 02/15    
3135G0Q22 FNMA 1.875% 09/24/26 9,248 9,611
3135G0ZR7 FNMA 2.625% 09/06/24    
912828D56 US TREAS 2.375% 08/1    
912828J27 US TREAS 2% 02/15/25 4,954 4,986
912828K74 US TREAS 2% 08/15/25 10,013 9,861
912828P46 US TREAS 1.625% 02/1 9,375 9,714
912828V98 US TREAS 2.25% 02/15 9,878 9,597
9128282R0 US TREAS 2.25% 08/15 9,502 9,505
912828G38 US TREAS 2.25% 11/15    
912828R36 US TREAS 1.625% 05/1 9,311 9,652
912828XB1 US TREAS 2.125% 05/1 9,741 9,922
9128283F5 US TREAS 2.25% 11/15 10,428 9,455
9128284N7 US TREAS 2.875% 05/1 10,712 9,552
9128285M8 US TREAS 3.125% 11/1 5,471 4,784
9128286B1 US TREAS 2.625% 02/1 9,578 8,414
9128286T2 US TREAS 2.375% 05/1 5,155 4,609
912828WJ5 US TREAS 2.5% 05/15/    
912828X70 US TREAS 2% 04/30/24    
912828YB0 US TREAS 1.625% 08/1 10,054 8,875
912828YS3 US TREAS 1.75% 11/15 5,515 4,434
912828Z94 US TREAS 1.5% 02/15/ 5,400 4,342
912828ZQ6 US TREAS 0.625% 05/1 3,906 3,282
91282CAE1 US TREAS 0.625% 08/1 3,895 3,248
91282CAV3 US TREAS 0.875% 11/1 3,982 3,273
92203J407 VANGUARD TOTAL INTL 173,558 155,734
9128283Z1 US TREAS 2.75% 02/28 2,124 1,995
91282CBC4 US TREAS 0.375% 12/3 6,906 6,740
912810FA1 US TREAS 6.375% 08/1 12,672 11,582
912810FP8 US TREAS 5.375% 02/1 4,500 4,195
91282CDJ7 US TREAS 1.375% 11/1 5,269 4,903
3134A4KX1 FHLMC 6.25% 07/15/20 4,759 4,433
3135G05Q2 FNMA 0.875% 08/05/30 4,976 4,954
9128282A7 US TREAS 1.5% 08/15/ 10,032 10,530
91282CCS8 US TREAS 1.25% 08/15 3,963 4,080
91282CDZ1 US TREAS 1.5% 02/15/ 11,284 11,958
91282CEC1 US TREAS 1.875% 02/2 9,145 9,513
91282CEE7 US TREAS 2.375% 03/3 3,639 3,692
91282CFF3 US TREAS 2.75% 08/15 5,611 5,321
91282CFV8 US TREAS 4.125% 11/1 5,230 4,877
91282CGJ4 US TREAS 3.5% 01/31/ 7,570 7,675
91282CHC8 US TREAS 3.375% 05/1 1,833 1,838
921937835 VANGUARD TOTAL BOND    
46435U853 ISHARES BROAD USD HI 48,203 48,747
91282CBS9 US TREAS 1.25% 03/31 10,606 10,898
91282CCB5 US TREAS 1.625% 05/1 8,279 8,436
91282CCR0 US TREAS 1% 07/31/28 10,598 10,683
91282CFY2 US TREAS 3.875% 11/3 4,897 4,888
921946885 VANGUARD EMERG MKTS 5,684 5,684
92206C771 VANGUARD MORTGAGE-BA 18,451 18,136

TY 2024 InvestmentsCorpStockSchedule
Name:
SUHLING F G CHAR TR XXXXX9009
EIN:
36-6211892
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 1,569 6,788
110122108 BRISTOL-MYERS SQUIBB 5,912 5,713
438516106 HONEYWELL INTERNATIO 560 3,388
464287465 ISHARES MSCI EAFE ET 23,823 31,378
532457108 ELI LILLY & CO 436 4,632
548661107 LOWE'S COS INC 265 3,208
594918104 MICROSOFT CORP 1,459 34,563
609207105 MONDELEZ INTERNATION 1,790 3,405
617446448 MORGAN STANLEY 1,315 8,046
713448108 PEPSICO INC 3,970 5,322
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 1,717 6,188
949746101 WELLS FARGO & CO 3,655 8,218
02079K107 ALPHABET INC-CL C 1,335 17,520
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 3,955 21,078
57636Q104 MASTERCARD INC - A 468 13,691
65339F101 NEXTERA ENERGY INC 3,024 4,803
91324P102 UNITEDHEALTH GROUP I 947 12,647
94106B101 WASTE CONNECTIONS IN 1,088 3,775
023135106 AMAZON.COM INC 2,101 25,230
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 6,536 30,802
060505104 BANK OF AMERICA CORP 1,450 6,549
46432F842 ISHARES CORE MSCI EA 51,908 57,981
655844108 NORFOLK SOUTHERN COR 2,607 4,694
67066G104 NVIDIA CORP 2,678 35,050
025816109 AMERICAN EXPRESS CO 2,113 5,936
00287Y109 ABBVIE INC 3,135 7,641
337738108 FISERV INC 4,963 7,395
580135101 MCDONALD'S CORP 6,245 7,537
78462F103 SPDR S&P 500 ETF TRU 36,139 52,747
N6596X109 NXP SEMICONDUCTORS N 2,433 4,573
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 3,323 9,937
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
883556102 THERMO FISHER SCIENT 2,976 3,642
N07059210 ASML HOLDING NV-NY R 1,541 2,772
20825C104 CONOCOPHILLIPS 4,048 6,545
22160K105 COSTCO WHOLESALE COR 2,441 4,581
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 2,519 5,109
43300A203 HILTON WORLDWIDE HOL 2,398 4,696
45687V106 INGERSOLL RAND INC 1,985 3,709
46120E602 INTUITIVE SURGICAL I 2,679 4,698
46641Q191 JPMORGAN BETABUILDER 20,280 20,783
46641Q217 JPMORGAN BETABUILDER 14,321 16,467
46641Q225 JPMORGAN BETABUILDER 12,187 17,648
46641Q233 JPMORGAN BETABUILDER 13,935 14,625
679580100 OLD DOMINION FREIGHT 2,653 3,352
75886F107 REGENERON PHARMACEUT 2,067 2,849
G29183103 EATON CORP PLC 2,600 6,637
30231G102 EXXON MOBIL CORP 7,591 10,542
61174X109 MONSTER BEVERAGE COR 2,034 2,418
743315103 PROGRESSIVE CORP 4,228 8,626
78409V104 S&P GLOBAL INC 3,205 4,482
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 4,213 5,165
842587107 THE SOUTHERN COMPANY 6,097 6,750
863667101 STRYKER CORP 3,842 4,681
872540109 TJX COMPANIES INC 2,424 3,624
G54950103 LINDE PLC 2,705 7,117
11135F101 BROADCOM INC 7,127 6,955
127387108 CADENCE DESIGN SYS I 3,066 3,005
254687106 WALT DISNEY CO/THE 4,813 4,677
68902V107 OTIS WORLDWIDE CORP 5,651 5,094
79466L302 SALESFORCE INC 7,179 8,358
824348106 SHERWIN-WILLIAMS CO/ 2,662 2,380

TY 2024 OtherDecreasesSchedule
Name:
SUHLING F G CHAR TR XXXXX9009
EIN:
36-6211892
Description Amount
2024 TRANSACTIONS POSTED IN 2025 177
AL EFFECTIVE AFTER TAX YEAR 3
ROUNDING 14
ACCRUED INTEREST PAID 9


TY 2024 OtherExpensesSchedule
Name:
SUHLING F G CHAR TR XXXXX9009
EIN:
36-6211892
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 15 0   15


TY 2024 OtherIncreasesSchedule
Name:
SUHLING F G CHAR TR XXXXX9009
EIN:
36-6211892
Description Amount
AL POSTING DATE BEFORE TAX YEAR 90
2023 TRANSACTIONS POSTED IN 2024 191


TY 2024 TaxesSchedule
Name:
SUHLING F G CHAR TR XXXXX9009
EIN:
36-6211892
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 47 47   0
FEDERAL TAX PAYMENT - PRIOR YE 438 0   0
FEDERAL ESTIMATES - INCOME 564 0   0
FOREIGN TAXES ON QUALIFIED FOR 279 279   0
FOREIGN TAXES ON NONQUALIFIED 51 51   0