Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
BESSIE SHIELDS FOUNDATION XXXXX1004
 
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
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60603
A Employer identification number

25-1380543
B Telephone number (see instructions)

8004962583
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,531,738J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 41,835 41,832  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 59,111
b Gross sales price for all assets on line 6a 300,549
7 Capital gain net income (from Part IV, line 2)... 59,111
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........ 100,946 100,943  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,137 8,821   6,317
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
1,917 680   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.......... 17,069 9,501 0 6,332
25 Contributions, gifts, grants paid....... 60,904 60,904
26 Total expenses and disbursements. Add lines 24 and 25 ................ 77,973 9,501 0 67,236
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 22,973
b Net investment income (if negative, enter -0-) 91,442
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 6,501 30,261 30,261
2 Savings and temporary cash investments......... 28,767 17,408 17,408
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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)....... 583,754 Click to see attachment
List of Attached Documents:
// Content
576,873 		1,160,907
c Investments—corporate bonds (attach schedule)....... 241,320 Click to see attachment
List of Attached Documents:
// Content
240,058 		234,270
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 67,679 Click to see attachment
List of Attached Documents:
// Content
86,425 		88,892
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 928,021 951,025 1,531,738
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 928,021 951,025
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)..... 928,021 951,025
30 Total liabilities and net assets/fund balances (see instructions). 928,021 951,025
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
928,021
2
Enter amount from Part I, line 27a .....................
2
22,973
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
402
4
Add lines 1, 2, and 3 ..........................
4
951,396
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
371
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
951,025
Form 990-PF (2025)
Form 990-PF (2025)
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 . ALEXION PHARMACEUTICALS INC     2025-01-03
b 2. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
c 1. LILLY ELI & CO   2016-12-16 2025-01-27
d 37. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
e 16. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
2. MONSTER BEVERAGE CORP   2022-06-17 2025-01-28
8. APPLE COMPUTER INC   2024-06-13 2025-02-13
2. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
6. HONEYWELL INTL INC   2025-01-24 2025-03-25
1. HONEYWELL INTL INC   2009-12-16 2025-03-25
7. HONEYWELL INTL INC   2009-12-16 2025-03-26
2. HONEYWELL INTL INC   2010-02-01 2025-03-26
3. HONEYWELL INTL INC   2010-02-01 2025-03-26
2. HONEYWELL INTL INC   2010-02-01 2025-03-27
3. HONEYWELL INTL INC   2010-02-01 2025-03-27
13. APPLE COMPUTER INC   2024-06-05 2025-04-04
7. APPLE COMPUTER INC   2024-06-05 2025-04-09
16. NORFOLK SOUTHN CORP   2017-11-21 2025-04-09
8. NORFOLK SOUTHN CORP   2017-01-30 2025-04-09
1. REGENERON PHARMACEUTICALS INC   2021-12-29 2025-04-28
13. EXXON MOBIL CORP   2023-01-25 2025-05-01
15. EXXON MOBIL CORP   2022-11-01 2025-05-01
11. ALPHABET INC-CL C   2012-08-13 2025-05-22
2. NXP SEMICONDUCTORS NV   2020-07-10 2025-05-22
1. NXP SEMICONDUCTORS NV   2020-07-10 2025-05-22
13. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
3. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-23
54. ISHARES CORE MSCI EAFE ETF   2017-07-03 2025-06-11
679.34 SIX CIRCLES INTL UNCON EQ   2024-12-03 2025-06-11
703.82 SIX CIRCLES INTL UNCON EQ   2021-10-26 2025-06-11
12. FISERV INC   2024-09-12 2025-06-20
9. FISERV INC   2023-07-07 2025-06-20
1. MASTERCARD INC - CLASS A   2024-09-12 2025-06-20
2. MASTERCARD INC - CLASS A   2022-02-03 2025-06-20
4. REGENERON PHARMACEUTICALS INC   2021-01-28 2025-06-20
6. BROADCOM INC   2024-12-17 2025-07-11
2. FISERV INC   2023-07-07 2025-07-11
21. FISERV INC   2023-07-07 2025-07-11
10. INTUITIVE SURGICAL INC NEW   2021-09-15 2025-07-11
1. INGERSOLL RAND INC   2025-07-11 2025-08-01
14. INGERSOLL RAND INC   2025-07-11 2025-08-01
22. INGERSOLL RAND INC   2021-05-14 2025-08-01
51. BRISTOL MYERS SQUIBB CO   2020-07-10 2025-08-21
11. BRISTOL MYERS SQUIBB CO   2019-11-21 2025-08-21
1. OTIS WORLDWIDE CORP   2024-10-14 2025-08-21
11. OTIS WORLDWIDE CORP   2024-10-14 2025-08-21
2. OTIS WORLDWIDE CORP   2024-10-02 2025-08-21
7. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
5. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
17. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
1. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
9. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
11. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
6. BOSTON SCIENTIFIC CORP   2021-12-29 2025-09-08
7. BOSTON SCIENTIFIC CORP   2021-12-30 2025-09-08
11. CONOCOPHILLIPS   2022-02-08 2025-09-08
7. CONOCOPHILLIPS   2022-01-05 2025-09-08
5. SALESFORCE.COM INC   2024-03-20 2025-09-08
4. SALESFORCE.COM INC   2024-03-20 2025-09-08
2. LINDE PLC   2019-04-25 2025-09-08
1. LINDE PLC   2019-04-25 2025-09-08
4. BOSTON SCIENTIFIC CORP   2021-12-29 2025-09-09
7. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-11
36. BRISTOL MYERS SQUIBB CO   2019-11-21 2025-09-11
7. INGERSOLL RAND INC   2021-05-14 2025-09-11
1. INGERSOLL RAND INC   2021-05-14 2025-09-11
1. INGERSOLL RAND INC   2021-05-14 2025-09-11
17. INGERSOLL RAND INC   2021-05-14 2025-09-11
686.754 PIMCO MTGE OPPORTUNITIES IS   2023-08-04 2025-09-11
2. SALESFORCE.COM INC   2024-03-20 2025-09-11
5. SALESFORCE.COM INC   2024-03-20 2025-09-11
18. VANGUARD INT-TERM CORPORATE   2025-01-22 2025-09-11
155. VANGUARD INT-TERM CORPORATE   2023-12-04 2025-09-11
16. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-12
15. CONOCOPHILLIPS   2022-01-05 2025-09-23
8. SALESFORCE.COM INC   2024-10-01 2025-09-23
6. SALESFORCE.COM INC   2024-04-12 2025-09-23
11. PROGRESSIVE CORP OHIO   2022-04-07 2025-10-10
18. WELLS FARGO & CO NEW   2025-06-20 2025-10-10
4. WELLS FARGO & CO NEW   2021-03-03 2025-10-10
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
6. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
2812.697 SIX CIRCLES CREDIT OPPORT   2024-01-24 2025-10-21
3. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-21
588. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-21
2. ABBVIE INC   2023-10-27 2025-10-23
3. ALPHABET INC-CL C   2012-08-13 2025-10-23
2. AMAZON COM INC   2025-05-22 2025-10-23
1. AMAZON COM INC   2025-05-22 2025-10-23
2. AMAZON COM INC   2022-02-04 2025-10-23
1. AMERICAN EXPRESS CO   2019-05-16 2025-10-23
5. APPLE COMPUTER INC   2025-09-08 2025-10-23
8. BANK OF AMERICA CORPORATION   2025-06-20 2025-10-23
3. BOSTON SCIENTIFIC CORP   2016-12-05 2025-10-23
1. BROADCOM INC   2025-09-11 2025-10-23
1. CADENCE DESIGN SYS INC   2024-11-13 2025-10-23
2. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-10-23
2. CONOCOPHILLIPS   2022-01-05 2025-10-23
1. COSTCO WHSL CORP NEW   2021-10-27 2025-10-23
2. DISNEY WALT CO   2024-11-21 2025-10-23
1. ECOLAB INC   2025-10-17 2025-10-23
3. EXXON MOBIL CORP   2022-11-01 2025-10-23
2. FACEBOOK INC-A   2021-03-03 2025-10-23
1. ARTHUR J GALLAGHER & CO   2022-03-08 2025-10-23
1. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2025-10-23
1. HOWMET AEROSPACE INC   2025-09-11 2025-10-23
3. JOHNSON & JOHNSON   2025-10-10 2025-10-23
2. LOWES COS INC   2025-09-08 2025-10-23
1. MASTERCARD INC - CLASS A   2025-10-10 2025-10-23
1. MCDONALDS CORP   2024-12-17 2025-10-23
3. MICROSOFT CORP   2025-04-09 2025-10-23
1. MICROSOFT CORP   2022-02-15 2025-10-23
3. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-10-23
4. MORGAN STANLEY DEAN WITTER & CO NEW   2022-10-05 2025-10-23
4. NEXTERA ENERGY INC   2024-09-12 2025-10-23
10. NVIDIA CORP   2025-04-04 2025-10-23
1. NVIDIA CORP   2023-03-28 2025-10-23
1. NVIDIA CORP   2023-03-07 2025-10-23
2. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2025-10-23
1. PEPSICO INC   2024-09-12 2025-10-23
1. PROGRESSIVE CORP OHIO   2022-04-07 2025-10-23
4. SOUTHERN CO   2025-04-04 2025-10-23
1. STRYKER CORP   2023-09-13 2025-10-23
2. TJX COS INC NEW   2023-09-22 2025-10-23
1. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-06-20 2025-10-23
2. TEXAS INSTRS INC   2025-07-11 2025-10-23
1. UNITEDHEALTH GROUP INC   2022-08-03 2025-10-23
2. WAL MART STORES INC   2025-02-03 2025-10-23
2. WASTE CONNECTIONS INC   2021-01-08 2025-10-23
6. WELLS FARGO & CO NEW   2021-03-03 2025-10-23
1. EATON CORP PLC   2021-03-03 2025-10-23
1. LINDE PLC   2019-04-25 2025-10-23
1. TRANE TECHNOLOGIES PLC   2025-08-01 2025-10-23
5. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-03
32. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
27. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
1. MCDONALDS CORP   2024-12-17 2025-11-03
4. MCDONALDS CORP   2024-12-17 2025-11-03
13. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
18. CONOCOPHILLIPS   2021-03-03 2025-11-21
1. MARTIN MARIETTA MATLS INC   2023-11-09 2025-11-21
4. BROADCOM INC   2025-09-11 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-11-09 2025-11-24
2. ASML HOLDING NV-NY REG SHS   2024-11-13 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-26
6. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-12-03
8. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-12-03
2. PEPSICO INC   2024-09-12 2025-12-03
7. PEPSICO INC   2022-05-10 2025-12-03
3. SOUTHERN CO   2025-04-04 2025-12-03
8. SOUTHERN CO   2024-12-17 2025-12-03
3. ABBVIE INC   2019-11-11 2025-12-11
5. ALPHABET INC-CL C   2012-08-13 2025-12-11
7. AMAZON COM INC   2022-02-04 2025-12-11
1. AMERICAN EXPRESS CO   2019-05-16 2025-12-11
1. AMPHENOL CORP NEW CL A   2025-11-24 2025-12-11
7. APPLE COMPUTER INC   2025-09-08 2025-12-11
10. BANK OF AMERICA CORPORATION   2025-06-20 2025-12-11
4. BOSTON SCIENTIFIC CORP   2016-12-05 2025-12-11
3. BROADCOM INC   2025-09-11 2025-12-11
9. CSX CORP   2025-11-03 2025-12-11
1. CONOCOPHILLIPS   2021-03-03 2025-12-11
4. DISNEY WALT CO   2024-11-21 2025-12-11
4. EQT CORPORATION   2025-11-21 2025-12-11
2. ECOLAB INC   2025-10-17 2025-12-11
2. ENTERGY CORP NEW   2025-12-04 2025-12-11
5. EXXON MOBIL CORP   2022-11-01 2025-12-11
2. FACEBOOK INC-A   2021-03-03 2025-12-11
1. ARTHUR J GALLAGHER & CO   2022-03-08 2025-12-11
1. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2025-12-11
2. HOWMET AEROSPACE INC   2025-09-11 2025-12-11
41. JPMORGAN BETABUILDERS JAPAN ETF   2025-01-22 2025-12-11
72. JPMORGAN BETABUILDERS JAPAN ETF   2021-02-02 2025-12-11
51. JPMORGAN BETABUILDERS CANADA   2019-04-08 2025-12-11
3. JOHNSON & JOHNSON   2025-10-10 2025-12-11
1. LILLY ELI & CO   2025-04-04 2025-12-11
2. LOWES COS INC   2025-09-08 2025-12-11
1. MASTERCARD INC - CLASS A   2025-10-10 2025-12-11
1. MASTERCARD INC - CLASS A   2022-02-08 2025-12-11
2. MCDONALDS CORP   2024-05-17 2025-12-11
5. MICROSOFT CORP   2008-08-06 2025-12-11
2. MONDELEZ INTERNATIONAL-W/I   2011-09-09 2025-12-11
4. MORGAN STANLEY DEAN WITTER & CO NEW   2022-10-05 2025-12-11
5. NEXTERA ENERGY INC   2024-09-12 2025-12-11
2. NVIDIA CORP   2023-03-07 2025-12-11
14. NVIDIA CORP   2023-03-07 2025-12-11
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2025-12-11
1. PEPSICO INC   2022-05-10 2025-12-11
2. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-11
1. S&P GLOBAL INC   2022-12-02 2025-12-11
647.429 SIX CIRCLES US UNCONSTR EQ   2025-01-22 2025-12-11
288.953 SIX CIRCLES INTL UNCON EQ   2021-10-26 2025-12-11
5. SOUTHERN CO   2024-12-17 2025-12-11
1. STRYKER CORP   2023-09-13 2025-12-11
2. TJX COS INC NEW   2023-09-22 2025-12-11
1. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-06-20 2025-12-11
3. TEXAS INSTRS INC   2025-07-11 2025-12-11
1. THERMO ELECTRON CORP   2024-01-29 2025-12-11
2. UNITEDHEALTH GROUP INC   2022-02-03 2025-12-11
3. WAL MART STORES INC   2025-01-30 2025-12-11
1. WASTE CONNECTIONS INC   2021-01-08 2025-12-11
7. WELLS FARGO & CO NEW   2021-03-03 2025-12-11
2. EATON CORP PLC   2021-03-03 2025-12-11
1. TRANE TECHNOLOGIES PLC   2025-08-01 2025-12-11
1. CONOCOPHILLIPS   2021-03-03 2025-12-24
3. CONOCOPHILLIPS   2021-03-03 2025-12-24
10. CONOCOPHILLIPS   2021-03-03 2025-12-24
1. CONOCOPHILLIPS   2021-03-03 2025-12-24
3. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-24
5. CONOCOPHILLIPS   2021-03-03 2025-12-26
4. CONOCOPHILLIPS   2021-03-03 2025-12-26
3. PROGRESSIVE CORP OHIO   2022-04-08 2025-12-26
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 10     10
b 1,880   999 881
c 800   73 727
d 1,830   1,644 186
e 796   707 89
98   88 10
1,897   1,797 100
438   447 -9
217   224 -7
218   224 -6
1,272   1,360 -88
212   39 173
1,499   274 1,225
427   75 352
639   112 527
429   75 354
641   112 529
2,564   2,604 -40
1,246   1,374 -128
3,386   2,541 845
1,656   961 695
604   648 -44
1,384   1,500 -116
1,600   1,675 -75
1,935   202 1,733
412   234 178
199   117 82
2,596   1,234 1,362
199   93 106
594   278 316
199   93 106
192   93 99
4,508   3,287 1,221
8,797   7,704 1,093
9,114   7,939 1,175
1,959   2,130 -171
1,470   1,133 337
532   485 47
1,063   764 299
2,038   2,067 -29
1,648   1,430 218
331   251 80
3,495   2,620 875
5,120   3,085 2,035
76   88 -12
1,060   1,236 -176
1,666   1,068 598
2,475   3,633 -1,158
536   616 -80
88   106 -18
971   1,161 -190
175   210 -35
614   728 -114
444   519 -75
1,510   1,763 -253
89   100 -11
800   896 -96
973   1,094 -121
650   259 391
757   302 455
1,003   1,016 -13
636   610 26
1,257   1,522 -265
1,004   1,217 -213
947   352 595
473   176 297
434   172 262
333   369 -36
1,714   2,012 -298
574   339 235
81   48 33
81   48 33
1,380   822 558
6,497   6,440 57
491   609 -118
1,232   1,513 -281
1,521   1,446 75
13,095   12,199 896
754   842 -88
1,404   1,151 253
1,966   2,168 -202
1,474   1,598 -124
2,645   1,334 1,311
1,404   1,357 47
312   152 160
330   380 -50
1,984   2,282 -298
331   380 -49
25,567   24,881 686
142   138 4
27,873   27,124 749
456   274 182
764   49 715
440   405 35
220   203 17
440   321 119
352   120 232
1,296   1,196 100
412   364 48
310   84 226
346   364 -18
331   309 22
152   163 -11
180   153 27
939   488 451
225   231 -6
275   276 -1
347   334 13
1,477   520 957
282   152 130
271   127 144
196   184 12
577   571 6
483   544 -61
574   559 15
308   297 11
1,566   1,079 487
522   300 222
184   215 -31
634   332 302
331   334 -3
1,821   967 854
182   26 156
182   24 158
274   290 -16
152   177 -25
220   120 100
387   366 21
380   296 84
286   179 107
293   209 84
343   440 -97
358   542 -184
213   202 11
356   210 146
506   228 278
367   137 230
450   176 274
411   436 -25
354   408 -54
2,262   2,307 -45
1,904   1,861 43
296   297 -1
1,184   1,187 -3
916   878 38
70   67 3
70   67 3
1,575   1,040 535
606   454 152
1,496   1,454 42
603   454 149
1,980   1,327 653
623   451 172
336   431 -95
447   574 -127
298   355 -57
1,037   1,221 -184
265   275 -10
699   724 -25
668   359 309
1,567   82 1,485
1,608   1,123 485
385   120 265
139   138 1
1,947   1,675 272
546   455 91
367   83 284
1,221   1,088 133
333   323 10
97   54 43
444   461 -17
224   229 -5
521   552 -31
187   189 -2
597   557 40
1,302   517 785
247   152 95
279   127 152
391   368 23
2,857   2,252 605
5,017   3,836 1,181
4,729   2,499 2,230
628   571 57
1,008   757 251
497   544 -47
563   559 4
563   373 190
620   544 76
2,423   1,056 1,367
108   93 15
726   332 394
407   418 -11
361   48 313
2,525   333 2,192
160   145 15
149   172 -23
460   239 221
497   360 137
13,583   13,025 558
4,083   3,239 844
422   416 6
354   296 58
311   179 132
304   209 95
544   660 -116
577   554 23
673   1,028 -355
346   296 50
171   105 66
653   266 387
699   275 424
404   436 -32
92   54 38
277   161 116
923   537 386
92   54 38
683   358 325
457   267 190
368   212 156
681   355 326
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
      13,425
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       10
b       881
c       727
d       186
e       89
      10
      100
      -9
      -7
      -6
      -88
      173
      1,225
      352
      527
      354
      529
      -40
      -128
      845
      695
      -44
      -116
      -75
      1,733
      178
      82
      1,362
      106
      316
      106
      99
      1,221
      1,093
      1,175
      -171
      337
      47
      299
      -29
      218
      80
      875
      2,035
      -12
      -176
      598
      -1,158
      -80
      -18
      -190
      -35
      -114
      -75
      -253
      -11
      -96
      -121
      391
      455
      -13
      26
      -265
      -213
      595
      297
      262
      -36
      -298
      235
      33
      33
      558
      57
      -118
      -281
      75
      896
      -88
      253
      -202
      -124
      1,311
      47
      160
      -50
      -298
      -49
      686
      4
      749
      182
      715
      35
      17
      119
      232
      100
      48
      226
      -18
      22
      -11
      27
      451
      -6
      -1
      13
      957
      130
      144
      12
      6
      -61
      15
      11
      487
      222
      -31
      302
      -3
      854
      156
      158
      -16
      -25
      100
      21
      84
      107
      84
      -97
      -184
      11
      146
      278
      230
      274
      -25
      -54
      -45
      43
      -1
      -3
      38
      3
      3
      535
      152
      42
      149
      653
      172
      -95
      -127
      -57
      -184
      -10
      -25
      309
      1,485
      485
      265
      1
      272
      91
      284
      133
      10
      43
      -17
      -5
      -31
      -2
      40
      785
      95
      152
      23
      605
      1,181
      2,230
      57
      251
      -47
      4
      190
      76
      1,367
      15
      394
      -11
      313
      2,192
      15
      -23
      221
      137
      558
      844
      6
      58
      132
      95
      -116
      23
      -355
      50
      66
      387
      424
      -32
      38
      116
      386
      38
      325
      190
      156
      326
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 59,111
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 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 1,271
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 1,271
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 1,271
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 908
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.............. 7 908
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....... 9 363
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
IL
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN STREET MC IL 1-0111CHICAGOIL ZIP+460603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		15,137    
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
1,450,294
b
Average of monthly cash balances.......................
1b
23,336
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,473,630
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
1,473,630
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
22,104
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,451,526
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
72,576
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
72,576
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,271
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,271
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
71,305
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
71,305
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
71,305
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, line 26, column (d) ..........
1a
67,236
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
67,236
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 71,305
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 60,901
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 67,236
a Applied to 2024, but not more than line 2a 60,901
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 2025 distributable amount..... 6,335
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		64,970
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JPMORGAN CHASE BANK NA
10 S DEARBORN IL1-0111
CHICAGO,IL60603
(800) 496-2583
bThe form in which applications should be submitted and information and materials they should include:
www.jpmorgan.com/onlinegrants
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ALL RECIPIENT ORGANIZATIONS MUST BE DOMESTIC & MUST BE ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.
Form 990-PF (2025)
Form 990-PF (2025)
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

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATI

2361 HYLAN BLVED
STATEN ISLAND,NY10306 		NONE   GENERAL 10,151

AMERICAN SOCIETY FOR THE PREVENTION OF
CRUELTY TO ANIMALS
520 8TH AVENUE 7TH FLOOR
NEW YORK,NY10018 		NONE   GENERAL 5,500

AMERICAN CANCER SOCIETY INC

PO BOX 22478
OKLAHOMA CITY,OK73123 		NONE   GENERAL 7,200

Paralyzed Veterans of America

801 18TH STREET NW
Washington,DC20006 		NONE   GENERAL 3,384

MICHAEL J FOX FOUNDATION FOR
PARKINSON'S RESEARCH
PO BOX 4777
NEW YORK,NY101634777 		NONE   GENERAL 6,301

Maryland Food Bank Inc

2200 HALETHORPE FARMS RD
Baltimore,MD21227 		NONE   GENERAL 3,384

Maryland SPCA

3300 FALLS RD
Baltimore,MD21211 		NONE   GENERAL 3,384

CHICAGO BOTANIC GARDEN

100 LAKE COOK RD
GLENCOE,IL60022 		NONE   GENERAL 3,500

ART INSITUTE OF CHICAGO

111 S MICHIGAN AVE
CHICAGO,IL606036110 		NONE   GENERAL 4,100

FIELD MUSEUM OF NATURAL HISTORY

1400 S LAKE SHORE DRIVE
CHICAGO,IL606052496 		NONE   GENERAL 7,000

LINCOLN PARK ZOOLOGICAL
SOCIETY
2001 N CLARK STREET
CHICAGO,IL60614 		NONE   GENERAL 7,000
Total ................................. 3a 60,904
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 41,835  
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 59,111  
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) ..   100,946  
13Total. Add line 12, columns (b), (d), and (e)..................
13
100,946
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
BESSIE SHIELDS FOUNDATION XXXXX1004
EIN:
25-1380543
Name of Bond End of Year Book Value End of Year Fair Market Value
54401E143 LORD ABBETT SHRT DUR 29,717 28,364
83002G702 SIX CIRCLES GLOBAL B 63,340 57,184
83002G884 SIX CIRCLES CREDIT O 29,608 31,063
92206C771 VANGUARD MORTGAGE-BA 15,130 15,442
921937835 VANGUARD TOTAL BOND 11,270 11,481
92203J407 VANGUARD TOTAL INTL 61,126 60,158
92206C870 VANGUARD INT-TERM CO 14,311 15,243
46429B267 ISHARES US TREASURY 15,556 15,335

TY 2025 InvestmentsCorpStockSchedule
Name:
BESSIE SHIELDS FOUNDATION XXXXX1004
EIN:
25-1380543
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 1,404 6,484
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
464287465 ISHARES MSCI EAFE ET 19,240 32,170
532457108 ELI LILLY AND COMPAN 436 6,448
548661107 LOWE'S COS INC 5,733 8,923
594918104 MICROSOFT CORP 2,025 44,493
609207105 MONDELEZ INTERNATION 1,046 2,584
617446448 MORGAN STANLEY 1,585 12,072
713448108 PEPSICO INC 2,916 4,162
882508104 TEXAS INSTRUMENTS IN 4,505 8,848
949746101 WELLS FARGO & CO 3,977 11,277
02079K107 ALPHABET INC-CL C 1,302 28,242
30303M102 META PLATFORMS INC-C 5,438 25,744
57636Q104 MASTERCARD INC - A 2,733 15,414
65339F101 NEXTERA ENERGY INC 4,415 6,663
78462F103 SPDR S&P 500 ETF TRU 13,227 68,192
91324P102 UNITEDHEALTH GROUP I 1,447 8,913
94106B101 WASTE CONNECTIONS IN 1,464 4,209
023135106 AMAZON.COM INC 5,130 29,776
037833100 APPLE INC 6,157 35,070
060505104 BANK OF AMERICA CORP 3,639 10,505
46432F842 ISHARES CORE MSCI EA 9,739 14,314
655844108 NORFOLK SOUTHERN COR    
67066G104 NVIDIA CORP 3,433 54,645
025816109 AMERICAN EXPRESS CO 2,385 8,139
83002G306 SIX CIRCLES US UNCON 117,900 208,709
83002G405 SIX CIRCLES INTL UNC 94,690 135,602
00287Y109 ABBVIE INC 3,551 10,739
315911750 FIDELITY 500 INDEX F 13,936 29,374
337738108 FISERV INC    
580135101 MCDONALD'S CORP 5,293 7,029
N6596X109 NXP SEMICONDUCTORS N    
09857L108 BOOKING HOLDINGS INC 3,323 10,711
461202103 INTUIT INC 4,829 4,637
883556102 THERMO FISHER SCIENT 5,124 6,953
N07059210 ASML HOLDING NV-NY R 877 3,210
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 1,953 3,449
363576109 ARTHUR J GALLAGHER & 2,824 5,176
43300A203 HILTON WORLDWIDE HOL 2,653 6,032
45687V106 INGERSOLL RAND INC    
46120E602 INTUITIVE SURGICAL I    
46641Q191 JPMORGAN BETABUILDER 31,059 32,252
46641Q217 JPMORGAN BETABUILDER 31,835 43,501
46641Q225 JPMORGAN BETABUILDER 15,812 30,876
46641Q233 JPMORGAN BETABUILDER 19,463 23,871
679580100 OLD DOMINION FREIGHT 2,943 3,293
75886F107 REGENERON PHARMACEUT    
G29183103 EATON CORP PLC 2,770 6,689
30231G102 EXXON MOBIL CORP 5,798 9,868
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP 2,803 5,465
78409V104 S&P GLOBAL INC 3,565 5,226
573284106 MARTIN MARIETTA MATE 3,762 5,604
842587107 THE SOUTHERN COMPANY 7,029 7,935
863667101 STRYKER CORP 4,138 4,921
872540109 TJX COMPANIES INC 2,593 4,916
G54950103 LINDE PLC 2,548 6,822
11135F101 BROADCOM INC 10,300 14,882
127387108 CADENCE DESIGN SYS I 3,370 3,438
254687106 WALT DISNEY CO/THE 7,382 7,395
68902V107 OTIS WORLDWIDE CORP    
79466L302 SALESFORCE INC    
824348106 SHERWIN-WILLIAMS CO/    
032095101 AMPHENOL CORP-CL A 4,950 4,865
126408103 CSX CORP 5,440 5,510
26884L109 EQT CORP 4,804 4,610
278865100 ECOLAB INC 5,963 6,038
29364G103 ENTERGY CORP 2,906 2,865
443201108 HOWMET AEROSPACE INC 5,827 7,586
478160104 JOHNSON & JOHNSON 8,714 10,968
81762P102 SERVICENOW INC 5,612 4,596
874039100 TAIWAN SEMICONDUCTOR 4,602 6,989
931142103 WALMART INC 4,194 4,791
G8994E103 TRANE TECHNOLOGIES P 6,362 6,227

TY 2025 InvestmentsOtherSchedule2
Name:
BESSIE SHIELDS FOUNDATION XXXXX1004
EIN:
25-1380543
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 20,215 20,781
64128R608 NEUBERGER BERM LNG S AT COST 13,398 15,478
72201U638 PIMCO MRTG OPP & BND AT COST 7,621 7,668
83002G876 SIX CIRCLES MULTI-ST AT COST 45,191 44,965

TY 2025 OtherDecreasesSchedule
Name:
BESSIE SHIELDS FOUNDATION XXXXX1004
EIN:
25-1380543
Description Amount
2025 TRANSACTION POSTED IN 2026 369
ROUNDING 2


TY 2025 OtherExpensesSchedule
Name:
BESSIE SHIELDS FOUNDATION XXXXX1004
EIN:
25-1380543
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 15 0   15


TY 2025 OtherIncreasesSchedule
Name:
BESSIE SHIELDS FOUNDATION XXXXX1004
EIN:
25-1380543
Description Amount
2024 TRANSACTION POSTED IN 2025 401
COST BASIS ADJUSTMENT 1


TY 2025 TaxesSchedule
Name:
BESSIE SHIELDS FOUNDATION XXXXX1004
EIN:
25-1380543
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 68 68   0
FEDERAL TAX PAYMENT - PRIOR YE 329 0   0
FEDERAL ESTIMATES - INCOME 908 0   0
FOREIGN TAXES ON QUALIFIED FOR 495 495   0
FOREIGN TAXES ON NONQUALIFIED 117 117   0