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 02-01-2024 , and ending 01-31-2025
Name of foundation
EDWIN E PERKINS FOUNDATION XXXXX0003
 
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

36-6090223
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,041,920J 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... 144,660 144,660  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 73,923
b Gross sales price for all assets on line 6a 1,027,802
7 Capital gain net income (from Part IV, line 2)... 73,923
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
326    
12 Total. Add lines 1 through 11........ 218,909 218,583  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 73,079 40,876   32,203
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
48 48   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.......... 73,142 40,924 0 32,218
25 Contributions, gifts, grants paid....... 190,000 190,000
26 Total expenses and disbursements. Add lines 24 and 25 263,142 40,924 0 222,218
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -44,233
b Net investment income (if negative, enter -0-) 177,659
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............. 3,945 7,637 7,637
2 Savings and temporary cash investments......... 21,361 41,710 41,710
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,276,064 Click to see attachment
List of Attached Documents:
// Content
2,142,696 		3,895,334
c Investments—corporate bonds (attach schedule)....... 834,865 Click to see attachment
List of Attached Documents:
// Content
867,175 		848,557
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).......... 209,136 Click to see attachment
List of Attached Documents:
// Content
241,918 		248,682
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) 3,345,371 3,301,136 5,041,920
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........ 3,345,371 3,301,136
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)..... 3,345,371 3,301,136
30 Total liabilities and net assets/fund balances (see instructions). 3,345,371 3,301,136
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
3,345,371
2
Enter amount from Part I, line 27a .....................
2
-44,233
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,301,138
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,301,136
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 89. VANGUARD TOTAL INTL BOND ETF   2024-01-05 2024-02-22
b 1716. VANGUARD TOTAL INTL BOND ETF   2022-02-14 2024-02-22
c 844. VANGUARD MORTGAGE-BACKED SEC   2020-11-04 2024-02-22
d 3. ADVANCED MICRO DEVICES INC   2023-03-28 2024-03-20
e 7. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
1. NVIDIA CORP   2023-03-28 2024-03-20
2. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-03-20
7. NXP SEMICONDUCTORS NV   2020-09-30 2024-03-20
220.886 FIDELITY 500 INDEX FUND   2023-12-12 2024-04-11
1431.924 SIX CIRCLES US UNCONSTR EQ   2021-02-22 2024-04-11
5. NXP SEMICONDUCTORS NV   2020-07-10 2024-04-12
4. NXP SEMICONDUCTORS NV   2019-02-20 2024-04-12
1. NEXTERA ENERGY INC   2023-06-23 2024-05-02
31. NEXTERA ENERGY INC   2022-06-06 2024-05-02
1. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
1. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
598. VANGUARD INT-TERM CORPORATE   2023-12-04 2024-05-08
1. DEERE & CO   2022-03-03 2024-05-13
4. DEERE & CO   2021-08-19 2024-05-13
1. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
11. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
. EXXON MOBIL CORP     2024-05-28
16. ALPHABET INC-CL A   2012-07-11 2024-06-05
. NORWEST CORP     2024-06-27
62.119 FIDELITY 500 INDEX FUND   2023-12-12 2024-07-11
165.535 FIDELITY 500 INDEX FUND   2022-02-07 2024-07-11
54. JPMORGAN BETABUILDERS CANADA   2018-08-16 2024-07-11
6. JPMORGAN BETABUILDERS CANADA   2018-08-16 2024-07-11
3. JPMORGAN BETABUILDERS CANADA   2018-08-16 2024-07-11
225. JPMORGAN BETABUILDERS CANADA   2018-08-16 2024-07-11
1. JPMORGAN BETABUILDERS DEVELO   2021-02-04 2024-07-11
1. JPMORGAN BETABUILDERS DEVELO   2021-02-04 2024-07-11
92. JPMORGAN BETABUILDERS DEVELO   2021-02-04 2024-07-11
178. JPMORGAN BETABUILDERS DEVELO   2021-02-04 2024-07-11
37. JPMORGAN BETABUILDERS DEVELO   2021-02-04 2024-07-11
947.581 SIX CIRCLES US UNCONSTR EQ   2021-02-22 2024-07-11
409. JPMORGAN BETABUILDERS EUROPE ETF   2024-02-22 2024-07-12
146. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-07-12
225. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-07-12
16. ALPHABET INC-CL C   2012-08-13 2024-09-12
1. INTUIT   2022-08-03 2024-09-12
3. INTUIT   2020-02-25 2024-09-12
7. BIOGEN IDEC INC   2020-03-11 2024-10-01
6. 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
3. BIOGEN IDEC INC   2021-10-12 2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-02-25 2024-10-04
1. INTUIT   2020-02-25 2024-10-07
1. ABBVIE INC   2023-10-27 2024-10-08
1. ABBVIE INC   2022-08-24 2024-10-08
5. ALPHABET INC-CL C   2012-07-11 2024-10-08
7. AMAZON COM INC   2021-11-05 2024-10-08
1. AMERICAN EXPRESS CO   2019-05-15 2024-10-08
7. APPLE COMPUTER INC   2024-10-01 2024-10-08
8. BANK OF AMERICA CORPORATION   2022-05-19 2024-10-08
5. BOSTON SCIENTIFIC CORP   2021-12-29 2024-10-08
5. CONOCOPHILLIPS   2022-05-19 2024-10-08
1. DEERE & CO   2021-08-19 2024-10-08
6. EXXON MOBIL CORP   2023-09-12 2024-10-08
2. FACEBOOK INC-A   2021-03-03 2024-10-08
2. FISERV INC   2024-10-01 2024-10-08
1. ARTHUR J GALLAGHER & CO   2022-03-08 2024-10-08
3. INGERSOLL RAND INC   2021-05-14 2024-10-08
1. INTUITIVE SURGICAL INC NEW   2021-09-15 2024-10-08
1. LILLY ELI & CO   2016-12-16 2024-10-08
1. MARTIN MARIETTA MATLS INC   2023-11-09 2024-10-08
1. MASTERCARD INC - CLASS A   2024-09-12 2024-10-08
2. MCDONALDS CORP   2024-05-17 2024-10-08
5. MICROSOFT CORP   2022-02-15 2024-10-08
4. MORGAN STANLEY DEAN WITTER & CO NEW   2022-10-05 2024-10-08
4. NEXTERA ENERGY INC   2024-09-12 2024-10-08
19. NVIDIA CORP   2023-03-28 2024-10-08
2. PEPSICO INC   2024-09-12 2024-10-08
3. PROGRESSIVE CORP OHIO   2022-10-05 2024-10-08
1. S&P GLOBAL INC   2022-12-02 2024-10-08
1. SALESFORCE.COM INC   2024-03-20 2024-10-08
4. SOUTHERN CO   2024-05-17 2024-10-08
1. STRYKER CORP   2023-09-13 2024-10-08
2. TEXAS INSTRS INC   2016-03-10 2024-10-08
2. UNITEDHEALTH GROUP INC   2022-08-03 2024-10-08
7. WELLS FARGO & CO NEW   2021-03-03 2024-10-08
2. EATON CORP PLC   2021-03-03 2024-10-08
2. LINDE PLC   2023-03-24 2024-10-08
448.928 SIX CIRCLES US UNCONSTR EQ   2024-08-05 2024-10-09
500.936 SIX CIRCLES US UNCONSTR EQ   2021-02-22 2024-10-09
1. INTUIT   2020-02-25 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. DEERE & CO   2021-08-19 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
2205.694 AMERICAN BEACON AHL MGD-R5   2023-08-03 2024-10-21
958.695 BLACKSTONE ALT MULTI-STRAT-Y   2018-11-06 2024-10-21
777.539 K2 ALTERNATIVE STRAT-R6   2024-04-11 2024-10-21
886.624 NEUBERGER BERM LNG SHRT-INST   2020-01-16 2024-10-21
2295.853 PIMCO UNCONSTRAINED BD FD INSTL CL*   2021-07-22 2024-10-21
5. DEERE & CO   2021-10-21 2024-11-01
2. ANALOG DEVICES INC   2020-11-06 2024-11-13
19. ANALOG DEVICES INC   2020-11-06 2024-11-13
1. CONOCOPHILLIPS   2022-05-19 2024-11-21
7. CONOCOPHILLIPS   2022-03-03 2024-11-21
1. CONOCOPHILLIPS   2022-02-08 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
26. MONSTER BEVERAGE CORP   2022-06-24 2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
6. T-MOBILE US INC   2022-08-31 2024-11-21
1. 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
4. MONSTER BEVERAGE CORP   2022-08-24 2024-11-22
110. ISHARES TR 20+ TREAS INDEX FD   2024-01-05 2024-12-03
342. ISHARES TR 20+ TREAS INDEX FD   2019-09-19 2024-12-03
1369. ISHARES BROAD USD HIGH YIELD   2024-07-15 2024-12-03
312. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-12-03
936. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-12-03
178. JPMORGAN BETABUILDERS JAPAN ETF   2024-08-05 2024-12-03
154. JPMORGAN BETABUILDERS JAPAN ETF   2021-02-04 2024-12-03
110. JPMORGAN BETABUILDERS JAPAN ETF   2023-06-21 2024-12-03
763.554 SIX CIRCLES CREDIT OPPORT   2024-07-17 2024-12-03
4189.857 SIX CIRCLES CREDIT OPPORT   2020-11-12 2024-12-03
792. VANGUARD LONG-TERM TREASURY ETF   2024-02-22 2024-12-03
2. ABBVIE INC   2023-10-27 2024-12-09
2. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-09
3. ALPHABET INC-CL C   2012-07-11 2024-12-09
4. AMAZON COM INC   2021-11-05 2024-12-09
1. AMERICAN EXPRESS CO   2019-05-15 2024-12-09
6. APPLE COMPUTER INC   2024-06-05 2024-12-09
5. BANK OF AMERICA CORPORATION   2022-05-20 2024-12-09
3. BOSTON SCIENTIFIC CORP   2021-12-29 2024-12-09
10. BRISTOL MYERS SQUIBB CO   2022-05-10 2024-12-09
1. CADENCE DESIGN SYS INC   2024-11-13 2024-12-09
2. CONOCOPHILLIPS   2022-02-08 2024-12-09
2. DISNEY WALT CO   2024-11-21 2024-12-09
3. EXXON MOBIL CORP   2023-01-25 2024-12-09
1. FACEBOOK INC-A   2021-03-03 2024-12-09
324.665 FIDELITY 500 INDEX FUND   2024-12-03 2024-12-09
2. FISERV INC   2024-10-01 2024-12-09
1. ARTHUR J GALLAGHER & CO   2022-03-08 2024-12-09
2. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-12-09
2. HONEYWELL INTL INC   2010-02-01 2024-12-09
204. ISHARES CORE MSCI EAFE ETF   2023-01-26 2024-12-09
45.5 JPMORGAN BETABUILDERS JAPAN ETF   2024-01-05 2024-12-09
108.5 JPMORGAN BETABUILDERS JAPAN ETF   2023-06-21 2024-12-09
1. LOWES COS INC   2011-09-22 2024-12-09
1. MASTERCARD INC - CLASS A   2022-02-03 2024-12-09
1. MCDONALDS CORP   2024-05-17 2024-12-09
2. MICROSOFT CORP   2009-08-25 2024-12-09
5. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-12-09
2. MORGAN STANLEY DEAN WITTER & CO NEW   2022-10-05 2024-12-09
2. NORFOLK SOUTHN CORP   2021-09-09 2024-12-09
9. NVIDIA CORP   2023-03-28 2024-12-09
2. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2024-12-09
1. PROGRESSIVE CORP OHIO   2022-10-05 2024-12-09
1. SALESFORCE.COM INC   2024-03-20 2024-12-09
2566.573 SIX CIRCLES US UNCONSTR EQ   2021-02-22 2024-12-09
1074.313 SIX CIRCLES CREDIT OPPORT   2024-07-17 2024-12-09
3. TJX COS INC NEW   2023-09-22 2024-12-09
1. T-MOBILE US INC   2022-08-31 2024-12-09
1. UNITEDHEALTH GROUP INC   2022-02-03 2024-12-09
95. VANGUARD TOTAL INTL BOND ETF   2024-07-15 2024-12-09
2. WASTE CONNECTIONS INC   2021-01-08 2024-12-09
4. WELLS FARGO & CO NEW   2021-03-03 2024-12-09
1. LINDE PLC   2018-12-11 2024-12-09
1. NXP SEMICONDUCTORS NV   2024-11-13 2024-12-09
21. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
1. COSTCO WHSL CORP NEW   2023-09-22 2024-12-17
1. COSTCO WHSL CORP NEW   2021-11-05 2024-12-17
18. NVIDIA CORP   2023-03-07 2024-12-17
8. T-MOBILE US INC   2022-08-31 2024-12-17
13. T-MOBILE US INC   2022-09-01 2024-12-17
1. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
1. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
1. LILLY ELI & CO   2016-12-16 2025-01-27
33. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
15. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
2. MONSTER BEVERAGE CORP   2022-06-17 2025-01-28
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 4,323   4,353 -30
b 83,351   87,397 -4,046
c 37,999   45,419 -7,420
d 541   282 259
e 1,263   600 663
893   262 631
1,903   1,387 516
1,668   874 794
39,881   35,910 3,971
23,369   20,899 2,470
1,185   592 593
944   422 522
68   74 -6
2,101   2,583 -482
79   79  
79   79  
47,393   47,064 329
408   383 25
1,638   1,435 203
135   148 -13
1,484   1,623 -139
13     13
2,798   228 2,570
15     15
12,049   10,043 2,006
32,109   25,774 6,335
3,629   2,643 986
403   294 109
201   147 54
15,105   10,984 4,121
50   56 -6
50   56 -6
4,604   5,161 -557
8,885   9,986 -1,101
1,849   2,076 -227
16,649   13,380 3,269
24,998   23,575 1,423
8,924   7,728 1,196
13,747   11,879 1,868
2,471   261 2,210
642   463 179
1,927   1,181 746
1,336   2,067 -731
1,237   224 1,013
608   289 319
189   285 -96
379   468 -89
568   839 -271
188   234 -46
613   289 324
603   286 317
192   137 55
192   138 54
825   79 746
1,274   1,240 34
268   118 150
1,572   1,583 -11
321   277 44
427   216 211
554   522 32
402   359 43
729   704 25
1,177   520 657
376   363 13
294   152 142
296   146 150
479   348 131
912   73 839
523   454 69
495   487 8
603   544 59
2,067   1,414 653
431   332 99
323   334 -11
2,514   498 2,016
336   355 -19
749   370 379
518   360 158
288   304 -16
357   318 39
350   296 54
405   110 295
1,162   1,083 79
403   266 137
671   275 396
936   688 248
8,256   7,331 925
9,212   7,073 2,139
616   286 330
403   359 44
618   267 351
406   359 47
405   359 46
609   267 342
611   267 344
22,013   22,079 -66
10,670   10,203 467
9,408   9,035 373
16,447   13,335 3,112
22,913   24,615 -1,702
2,001   1,714 287
428   267 161
4,059   2,532 1,527
114   104 10
798   680 118
112   91 21
745   73 672
1,396   1,212 184
54   45 9
54   45 9
1,419   867 552
452   344 108
452   344 108
453   344 109
216   181 35
10,235   10,594 -359
31,821   49,064 -17,243
51,042   50,171 871
18,131   16,473 1,658
54,378   49,418 4,960
10,534   9,353 1,181
9,114   8,683 431
6,512   5,767 745
6,849   6,788 61
37,583   39,070 -1,487
46,305   45,871 434
354   274 80
260   171 89
530   43 487
908   709 199
297   118 179
1,478   1,260 218
230   173 57
266   130 136
589   770 -181
308   309 -1
207   183 24
229   231 -2
340   342 -2
610   260 350
68,417   68,358 59
407   363 44
297   152 145
501   254 247
452   75 377
15,248   13,666 1,582
2,656   2,371 285
6,333   5,688 645
274   19 255
524   391 133
301   272 29
892   282 610
307   359 -52
257   166 91
515   494 21
1,246   236 1,010
408   290 118
248   123 125
352   304 48
49,304   35,507 13,797
9,680   9,551 129
378   268 110
228   145 83
559   487 72
4,803   4,659 144
373   210 163
292   152 140
445   161 284
224   224  
2,625   1,799 826
991   560 431
987   510 477
2,319   433 1,886
1,790   1,155 635
2,885   1,802 1,083
940   488 452
940   488 452
800   73 727
1,632   1,466 166
746   663 83
98   88 10
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
      9,713
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       -30
b       -4,046
c       -7,420
d       259
e       663
      631
      516
      794
      3,971
      2,470
      593
      522
      -6
      -482
       
       
      329
      25
      203
      -13
      -139
      13
      2,570
      15
      2,006
      6,335
      986
      109
      54
      4,121
      -6
      -6
      -557
      -1,101
      -227
      3,269
      1,423
      1,196
      1,868
      2,210
      179
      746
      -731
      1,013
      319
      -96
      -89
      -271
      -46
      324
      317
      55
      54
      746
      34
      150
      -11
      44
      211
      32
      43
      25
      657
      13
      142
      150
      131
      839
      69
      8
      59
      653
      99
      -11
      2,016
      -19
      379
      158
      -16
      39
      54
      295
      79
      137
      396
      248
      925
      2,139
      330
      44
      351
      47
      46
      342
      344
      -66
      467
      373
      3,112
      -1,702
      287
      161
      1,527
      10
      118
      21
      672
      184
      9
      9
      552
      108
      108
      109
      35
      -359
      -17,243
      871
      1,658
      4,960
      1,181
      431
      745
      61
      -1,487
      434
      80
      89
      487
      199
      179
      218
      57
      136
      -181
      -1
      24
      -2
      -2
      350
      59
      44
      145
      247
      377
      1,582
      285
      645
      255
      133
      29
      610
      -52
      91
      21
      1,010
      118
      125
      48
      13,797
      129
      110
      83
      72
      144
      163
      140
      284
       
      826
      431
      477
      1,886
      635
      1,083
      452
      452
      727
      166
      83
      10
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 73,923
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 2,469
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 2,469
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 2,469
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,028
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,028
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 1,441
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 arrow  
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN IL1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
2 		61,079    
10 S DEARBORN IL1-0111
CHICAGO,IL60603
THOMAS J O'NEIL TRUSTEE
1 		6,000    
1720 SENDERO LANE
BOISE,ID83712
CATHERINE S WILLIFORD TRUSTEE
1 		6,000    
39270 PASE PADRE PARKWAY 704
FREMONT,CA94538
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
4,838,195
b
Average of monthly cash balances.......................
1b
73,064
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,911,259
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
4,911,259
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
73,669
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,837,590
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
241,880
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
241,880
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,469
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,469
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
239,411
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
239,411
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
239,411
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
222,218
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
222,218
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 7 239,411
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 177,936
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$ 222,218
a Applied to 2023, but not more than line 2a 177,936
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..... 44,282
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 .......... 		195,129
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JP MORGAN CHASE BANK N A
10 S DEARBORN IL1-0111
CHICAGO,IL60603
(800) 496-2583
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:
IRC SECTION 501 C 3 ORGNIZATIONS
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

CARING HEARTS AND HANDS OF HOPE INC

PO BOX 7152
BOISE,ID83707 		NONE PC GENERAL 25,000

CITY OF GOOD

PO BOX 1563
BOISE,ID83701 		NONE PC GENERAL 10,000

HASTINGS COLLEGE FOUNDATION

1001 N 6TH AVE
HASTINGS,NE68901 		NONE PC GENERAL 5,000

SAINT ALPHONSUS REGIONAL
MEDICAL CENTER INC
1055 NORTH CURTIS ROAD
BOISE,ID83706 		NONE PC GENERAL 5,000

THE JESSE TREE OF IDAHO

1121 W MILLER ST
BOISE,ID83702 		NONE PC GENERAL 5,000

IDAHO SHAKESPEARE FESTIVAL INC

5657 E WARM SPRINGS AVE
BOISE,ID83716 		NONE PC GENERAL 10,000

THE MOMENTUM GROUP

641 W MCGREGOR CT STE 106
BOISE,ID837054400 		NONE PC GENERAL 10,000

YMCA OF BOISE CITY IDAHO

1177 W STATE STREET
BOISE,ID83702 		NONE PC GENERAL 105,000

ONE STONE INC

1151 W MILLER STREET
BOISE,ID83702 		NONE PC GENERAL 15,000
Total .................................right arrow 3a 190,000
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 ....     14 144,660  
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 73,923  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 326  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   218,909  
13Total. Add line 12, columns (b), (d), and (e)..................
13
218,909
(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:
EDWIN E PERKINS FOUNDATION XXXXX0003
EIN:
36-6090223
Name of Bond End of Year Book Value End of Year Fair Market Value
54401E143 LORD ABBETT SHRT DUR 107,167 101,709
464287432 ISHARES 20+ YEAR TRE    
83002G702 SIX CIRCLES GLOBAL B 222,204 201,898
83002G884 SIX CIRCLES CREDIT O 193,437 198,627
92206C771 VANGUARD MORTGAGE-BA 155,684 153,900
92203J407 VANGUARD TOTAL INTL 94,838 96,029
92206C870 VANGUARD INT-TERM CO 93,845 96,394

TY 2024 InvestmentsCorpStockSchedule
Name:
EDWIN E PERKINS FOUNDATION XXXXX0003
EIN:
36-6090223
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 1,898 8,189
110122108 BRISTOL-MYERS SQUIBB 6,401 6,249
438516106 HONEYWELL INTERNATIO 1,921 4,698
532457108 ELI LILLY & CO 364 4,055
548661107 LOWE'S COS INC 2,364 5,721
594918104 MICROSOFT CORP 2,118 35,695
609207105 MONDELEZ INTERNATION 1,935 3,421
617446448 MORGAN STANLEY 1,669 9,136
655844108 NORFOLK SOUTHERN COR 2,730 5,361
713448108 PEPSICO INC 4,359 5,576
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 1,866 6,646
949746101 WELLS FARGO & CO 3,870 9,456
02079K107 ALPHABET INC-CL C 1,367 19,738
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 4,663 26,189
57636Q104 MASTERCARD INC - A 3,525 15,552
65339F101 NEXTERA ENERGY INC 3,494 5,081
78462F103 SPDR S&P 500 ETF TRU 292,759 914,766
91324P102 UNITEDHEALTH GROUP I 1,834 14,105
94106B101 WASTE CONNECTIONS IN 1,314 4,227
023135106 AMAZON.COM INC 2,362 28,759
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 7,022 30,444
060505104 BANK OF AMERICA CORP 2,470 7,084
46432F842 ISHARES CORE MSCI EA 124,806 149,441
67066G104 NVIDIA CORP 3,181 32,899
315911750 FIDELITY 500 INDEX F 446,113 851,397
337738108 FISERV INC 5,147 8,210
75886F107 REGENERON PHARMACEUT 2,714 3,365
83002G306 SIX CIRCLES US UNCON 417,934 709,984
83002G405 SIX CIRCLES INTL UNC 388,824 450,806
00287Y109 ABBVIE INC 3,260 8,276
025816109 AMERICAN EXPRESS CO 2,186 6,666
580135101 MCDONALD'S CORP 6,581 7,795
883556102 THERMO FISHER SCIENT 2,430 3,587
N6596X109 NXP SEMICONDUCTORS N 2,397 4,797
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 3,323 9,475
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
N07059210 ASML HOLDING NV-NY R 1,541 2,957
20825C104 CONOCOPHILLIPS 4,566 6,819
22160K105 COSTCO WHOLESALE COR 1,953 3,920
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 2,683 5,735
43300A203 HILTON WORLDWIDE HOL 2,529 5,121
45687V106 INGERSOLL RAND INC 2,083 4,033
46120E602 INTUITIVE SURGICAL I 2,718 5,147
46641Q191 JPMORGAN BETABUILDER    
46641Q217 JPMORGAN BETABUILDER 129,591 150,936
46641Q225 JPMORGAN BETABUILDER 70,776 108,450
46641Q233 JPMORGAN BETABUILDER 77,566 75,423
679580100 OLD DOMINION FREIGHT 2,828 3,712
G29183103 EATON CORP PLC 2,779 6,855
30231G102 EXXON MOBIL CORP 8,326 11,003
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP 4,478 9,365
78409V104 S&P GLOBAL INC 3,565 5,214
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 4,667 5,985
842587107 THE SOUTHERN COMPANY 6,660 7,220
863667101 STRYKER CORP 4,138 5,478
872540109 TJX COMPANIES INC 2,523 3,868
G54950103 LINDE PLC 2,866 8,030
11135F101 BROADCOM INC 7,364 6,859
127387108 CADENCE DESIGN SYS I 3,064 2,976
254687106 WALT DISNEY CO/THE 5,041 4,975
315911727 FIDELITY INTL INDX-I 8,877 9,226
68902V107 OTIS WORLDWIDE CORP 6,056 5,630
79466L302 SALESFORCE INC 7,450 8,884
824348106 SHERWIN-WILLIAMS CO/ 2,662 2,507
931142103 WALMART INC 2,145 2,160

TY 2024 InvestmentsOtherSchedule2
Name:
EDWIN E PERKINS FOUNDATION XXXXX0003
EIN:
36-6090223
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 73,941 74,915
64128R608 NEUBERGER BERM LNG S AT COST 20,804 26,862
72201M487 PIMCO DYNAMIC BOND-I      
024525669 AMERICAN BEACON AHL      
72201U638 PIMCO MRTG OPP & BND AT COST 44,159 43,686
83002G876 SIX CIRCLES MULTI-ST AT COST 103,014 103,219

TY 2024 OtherDecreasesSchedule
Name:
EDWIN E PERKINS FOUNDATION XXXXX0003
EIN:
36-6090223
Description Amount
ROUNDING 2


TY 2024 OtherExpensesSchedule
Name:
EDWIN E PERKINS FOUNDATION XXXXX0003
EIN:
36-6090223
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 15 0   15


TY 2024 OtherIncomeSchedule2
Name:
EDWIN E PERKINS FOUNDATION XXXXX0003
EIN:
36-6090223
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 326 0  


TY 2024 TaxesSchedule
Name:
EDWIN E PERKINS FOUNDATION XXXXX0003
EIN:
36-6090223
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 48 48   0