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
NORWOTTOCK CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) 2440 NORTH LAKEVIEW AVENUE 15A
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60614
A Employer identification number

04-6561597
B Telephone number (see instructions)

7734045566
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)$418,044J 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) 20,006
2 Check .................
3 Interest on savings and temporary cash investments 211 211  
4 Dividends and interest from securities... 8,842 8,842  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 49,246
b Gross sales price for all assets on line 6a 175,451
7 Capital gain net income (from Part IV, line 2)... 49,246
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 78,305 58,299  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,106 2,106    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,800 8    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,906 2,114   0
25 Contributions, gifts, grants paid....... 38,319 38,319
26 Total expenses and disbursements. Add lines 24 and 25 ................ 44,225 2,114   38,319
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 34,080
b Net investment income (if negative, enter -0-) 56,185
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... -1,348 5,985  
3 Accounts receivable  
Less: allowance for doubtful accounts        
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        
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)....... 215,655 Click to see attachment
List of Attached Documents:
// Content
203,608 		279,814
c Investments—corporate bonds (attach schedule)....... 88,827 Click to see attachment
List of Attached Documents:
// Content
124,619 		124,761
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,837 Click to see attachment
List of Attached Documents:
// Content
9,842 		13,469
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) 309,971 344,054 418,044
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 309,971 344,054
29 Total net assets or fund balances (see instructions)..... 309,971 344,054
30 Total liabilities and net assets/fund balances (see instructions). 309,971 344,054
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
309,971
2
Enter amount from Part I, line 27a .....................
2
34,080
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3
4
Add lines 1, 2, and 3 ..........................
4
344,054
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
344,054
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 ABBVIE P 2020-12-02 2025-12-11
b MARSH P 1986-02-19  
c ISHARES RUSSELL MID-CAP GROWTH P 2024-08-23 2025-08-13
d VANECK JP MORGAN P 2024-08-23 2025-03-10
e ISHARES GOLD TR P    
ADOBE P 2019-01-28  
SPDR GOLD SHARES ETF P    
ISHARES TRUST ISHARES 5-10 P    
VANGUARD SHORT-TERM TREASURY P    
CALAMOS P    
ABBVIE P 2024-08-23 2025-08-13
ISHARES CORE MSCI EAFE ETF P 2024-08-23 2025-03-10
VANGUARD RUSSELL 3000 ETF P   2025-04-08
JP MORGAN CHASE P 2019-03-13 2025-01-23
ADOBE P 2024-08-23 2025-03-21
ISHARES CORE MSCI EMERGING MKTS ETF P 2024-08-23 2025-03-10
VANGUARD RUSSELL 2000 ETF P 2024-08-23 2025-08-13
MASTERCARD P 2019-01-18 2025-12-11
ALPHABET P 2024-08-23 2025-08-13
ISHARES BROAD USD HIGH YIELD BOND P 2024-08-23 2025-03-10
VANGUARD INTERMEDIATE TERM TREASURY P 2025-04-08 2025-10-17
MICROSOFT P 2019-02-19 2025-12-11
AMAZON P 2024-08-23 2025-08-13
JOHNSON & JOHNSON P 2025-03-21 2025-08-13
VANGUARD MID-CAP ETF P 2024-08-23 2025-08-13
NEXTERA ENERGY P 2019-02-27  
AMERIPRISE FINANCIAL P 2024-08-23 2025-03-21
LABCORP HOLDINGS P 2024-08-23 2025-01-22
WALMART P 2024-08-23 2025-08-13
PRINCIPAL SPECTRUM PREFERRED AND CAP P    
AMETEK P 2024-08-23 2025-08-13
MERCK P   2025-06-30
LINDE PLC P 2024-08-23 2025-08-13
VANGUARD HEALTH CARE ETF P 2019-01-22 2025-08-12
APPLE P 2024-08-23  
MICROSOFT P 2024-08-23 2025-08-13
ISHARES GOLD TR P 2025-02-10  
VANGUARD INTERMEDIATE TERM ETF P 2024-09-10 2025-01-10
APPLIED MATERIALS P    
NVIDIA P 2024-08-23 2025-08-13
ISHARES BROAD USD P 2024-08-23 2025-09-22
VANGUARD LARGE CAP ETF P 2021-02-16 2025-08-12
ASTRAZENECA P 2024-08-23 2025-01-22
RTX P 2024-08-23 2025-08-13
ISHARES CORE MSCI EAFE ETF P 2024-08-23 2025-11-17
WALMART P 2021-01-11 2025-12-11
CONOCOPHILLIPS P 2024-08-23 2025-08-19
SALESFORCE P    
ISHARES CORE MSCI EMERGING MKTS P 2024-08-23  
ABBVIE P 2008-07-15 2025-01-10
EMERSON ELECTRIC P 2024-08-23  
SCHWAB US LARGE-CAP ETF P 2024-08-23 2025-04-08
SALESFORCE P 2024-08-23 2025-09-29
FORTIVE P 2003-06-27 2025-02-20
INTERCONTINENTALEXCHANGE P 2024-08-23 2025-08-13
TJX P 2025-05-29 2025-08-13
SCHWAB US LARGE CAP ETF P 2024-08-23 2025-11-17
LOEWS COMPANIES P 2010-03-24 2025-12-11
ISHARES 20+ YEAR TREASURY BOND P    
UNITEDHEALTH P   2025-05-15
VANGUARD RUSSELL 2000 ETF P 2024-08-23 2025-11-17
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 446   208 238
b 45,091   5 45,086
c 421   344 77
d 1,409   1,438 -29
e 10   15 -5
3,479   2,175 1,304
6     6
9,694   9,851 -157
5,880   5,855 25
2,000   1,850 150
201   197 4
24,307   24,561 -254
2,445   2,905 -460
5,000   4,975 25
770   1,114 -344
5,944   6,110 -166
186   179 7
1,117   404 713
203   165 38
8,166   8,236 -70
6,101   6,009 92
962   216 746
225   178 47
174   163 11
287   257 30
1,729   1,166 563
486   443 43
243   231 12
102   75 27
1,000   1,107 -107
185   167 18
947   1,315 -368
474   466 8
1,214   839 375
1,287   1,357 -70
525   416 109
1,494   1,148 346
795   835 -40
1,540   1,728 -188
362   257 105
8,615   8,606 9
1,483   930 553
681   866 -185
154   119 35
1,225   1,078 147
230   98 132
469   556 -87
969   1,080 -111
5,406   4,459 947
881   151 730
555   422 133
4,747   5,231 -484
731   791 -60
413   36 377
180   160 20
134   127 7
1,493   1,262 231
499   49 450
8,415   9,123 -708
793   1,655 -862
471   446 25
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       238
b       45,086
c       77
d       -29
e       -5
      1,304
      6
      -157
      25
      150
      4
      -254
      -460
      25
      -344
      -166
      7
      713
      38
      -70
      92
      746
      47
      11
      30
      563
      43
      12
      27
      -107
      18
      -368
      8
      375
      -70
      109
      346
      -40
      -188
      105
      9
      553
      -185
      35
      147
      132
      -87
      -111
      947
      730
      133
      -484
      -60
      377
      20
      7
      231
      450
      -708
      -862
      25
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 49,246
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 -3,389
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) 1 781
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 781
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 781
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 38
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,181
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,181 Refunded 11  
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 addressNONE
14
The books are in care ofADELE SIMMONS Telephone no. (773) 404-5566

Located at2440 NORTH LAKEVIEW AVENUE 15ACHICAGOIL ZIP+460614
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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
 
 
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
ADELE SMITH SIMMONS TRUSTEE
000.00 		0 0 0
2440 NORTH LAKEVIEW AVENUE 15A
CHICAGO,IL60614
ERICA S SIMMONS TRUSTEE
000.00 		0 0 0
25 N PROSPECT AVENUE
MADISON,WI537263973
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
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
352,408
b
Average of monthly cash balances.......................
1b
5,585
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
357,993
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
357,993
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,370
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
352,623
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
17,631
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
17,631
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
781
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
781
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
16,850
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
16,850
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
16,850
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
38,319
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
38,319
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 16,850
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 200,730
b From 2021...... 105,486
c From 2022...... 120,483
d From 2023...... 90,924
e From 2024...... 58,658
f Total of lines 3a through e ........ 576,281
4Qualifying distributions for 2025 from Part
XI, line 4: $ 38,319
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 16,850
e Remaining amount distributed out of corpus 21,469
5 Excess distributions carryover applied to 2025.    
(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 5 597,750
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		200,730
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		397,020
10 Analysis of line 9:
a Excess from 2021 .... 105,486
b Excess from 2022 .... 120,483
c Excess from 2023 .... 90,924
d Excess from 2024 .... 58,658
e Excess from 2025 .... 21,469
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

122 E 66TH ST FOUNDATION

122 E 66TH ST
NY,NY10065 		NONE   UNRESTRICTED 250

ALLIANCE FOR THE GREAT LAKES

150 N MICHIGAN AVE 700
CHICAGO,IL60601 		NONE   UNRESTRICTED 1,000

AMERICAN ACADEMY OF ARTS AND SCIENC

136 IRVING ST
CAMBRIDGE,MA02138 		NONE   UNRESTRICTED 150

BETTER GOVERNMENT ASSOCN

223 W JACKSON
CHICAGO,IL60606 		NONE   UNRESTRICTED 600

BULLETIN FOR ATOMIC SCIENTISTS

1307 E 60TH ST
CHICAGO,IL606373283 		NONE   UNRESTRICTED 100

CENTER FOR AMERICAN PROGRESS

1333 H ST NW STE 1000
WASHINGTON,DC20005 		NONE   UNRESTRICTED 750

CENTER FOR INTERNATIONAL POLICY

2000 M ST NW STE 720
WASHINGTON,DC20036 		NONE   UNRESTRICTED 500

CENTER FOR NEIGHBORHOOD TECHNOLOGY

17 N STATE ST 1400
CHICAGO,IL60602 		NONE   UNRESTRICTED 250

CHICAGO COUNCIL ON GLOBAL AFFAIRS

130 E RANDOLPH ST
CHICAGO,IL60601 		NONE   UNRESTRICTED 300

CHICAGO FOUNDATION FOR WOMEN

140 SOUTH DEARBORN ST
CHICAGO,IL60603 		NONE   UNRESTRICTED 680

CHICAGO HISTORY MUSEUM

1601 N CLARK ST
CHICAGO,IL60614 		NONE   UNRESTRICTED 250

CHICAGO HUMANITIES FESTIVAL

500 N DEARBORN ST
CHICAGO,IL60654 		NONE   UNRESTRICTED 250

CHICAGO PARKS FOUNDATION

PO BOX 14147
CHICAGO,IL60614 		NONE   UNRESTRICTED 200

CHICAGO SHAKESPEARE THEATER

800 E GRAND AVE
CHICAGO,IL60611 		NONE   UNRESTRICTED 500

COUNCIL ON FOREIGN RELATIONS

58 E 68TH ST
NEW YORK,NY10065 		NONE   UNRESTRICTED 250

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVENUE
NORTH BETHESDA,MD20814 		NONE   UNRESTRICTED 1,000

DUNE ACRES CIVIC IMPROVEMENT

1 EAST RD
DUNE ACRES,IN46304 		NONE   UNRESTRICTED 250

ENVIRONMENTAL LAW AND POLICY CENTER

35 E WACKER PL
CHICAGO,IL60601 		NONE   UNRESTRICTED 500

GAPLES INSTITUTE

655 DEERFIELD ROAD
DEERFIELD,IL60015 		NONE   UNRESTRICTED 250

GIVING TUESDAY INC

165 COURT ST STE 107
BROOKLYN,NY11201 		NONE   UNRESTRICTED 250

GLOBAL FUND FOR WOMEN

800 MARKET ST
OAKLAND,CA94607 		NONE   UNRESTRICTED 250

GRANT PARK MUSIC FESTIVAL

205 E RANDOLPH ST
CHICAGO,IL60601 		NONE   UNRESTRICTED 500

HARRIS THEATER FOR MUSIC AND DANCE

205 E RANDOLPH ST
CHICAGO,IL60601 		NONE   UNRESTRICTED 250

HARVARD COLLEGE FUND

60 GARDEN ST
CAMBRIDGE,MA02138 		NONE   UNRESTRICTED 1,000

HARVARD MAGAZINE

60 HARVARD WAY
BOSTON,MA02163 		NONE   UNRESTRICTED 125

HEALTH AND MEDICINE POLICY RESEARCH

29 E MADISON ST SUITE 602
CHICAGO,IL60602 		NONE   UNRESTRICTED 400

HIGH CONCEPT LABORATORIES

2233 S THROOP
CHICAGO,IL60608 		NONE   UNRESTRICTED 10,000

IL GREEN ALLIANCE

180 N LASALLE ST 2210
CHICAGO,IL60601 		NONE   UNRESTRICTED 500

INSTITUTE FOR PALESTINE STUDIES

1930 18 ST NW SUITE B2
WASHINGTON,DC20009 		NONE   UNRESTRICTED 500

INTERDISCIPLINARY INSTITUTE

266 SHAYS ST
AMHERST,MA01002 		NONE   UNRESTRICTED 250

INTERNATIONAL CRANE FOUNDATION

11376 SHADY LANE RD
BARABOO,WI53913 		NONE   UNRESTRICTED 500

KENSINGTON CONSERVANCY

736 N WESTERN AVE
LAKE FOREST,IL60045 		NONE   UNRESTRICTED 500

LAKE COUNTY COMMUNITY FOUNDATION

PO BOX 477
LEADVILLE,CO80461 		NONE   UNRESTRICTED 250

MADISON COMMUNITY MONTESSORI

8406 ELLINGTON WAY
MIDDLETON,WI53562 		NONE   UNRESTRICTED 5,000

METROPOLITAN MAYOR'S CAUCUS FOUNDAT

303 W MADISON ST
CHICAGO,IL60606 		NONE   UNRESTRICTED 350

METROPOLITAN OPERA

WEST 62ND ST LINCOLN CTR
NEW YORK,NY10023 		NONE   UNRESTRICTED 150

METROPOLITAN PLANNING COUNCIL

140 S DEARBORN ST
CHICAGO,IL60603 		NONE   UNRESTRICTED 100

MUSEUM OF SCIENCE AND INDUSTRY

5700 S LAKE SHORE DR
CHICAGO,IL60637 		NONE   UNRESTRICTED 250

NEWBERRY LIBRARY

60 WEST WALTON ST
CHICAGO,IL60610 		NONE   UNRESTRICTED 375

NUCLEAR INFORMATION AND RESOURCE

PO BOX 8
MOUNT RAINIER,MD20712 		NONE   UNRESTRICTED 250

PRESIDENT & FELLOWS HARVARD COLLEGE

114 MT AUBURN ST
CAMBRIDGE,MA02138 		NONE   UNRESTRICTED 5,000

READER INSTITUTE FOR COMMUNITY JOUR

2930 S MICHIGAN AVE
CHICAGO,IL60616 		NONE   UNRESTRICTED 300

SAVE THE DUNES CONSERVATION FUND

444 BARKER RD
MICHIGAN CITY,IN46360 		NONE   UNRESTRICTED 275

THE NEW PRESS

120 WALL ST 31ST FLOOR
NY,NY10005 		NONE   UNRESTRICTED 200

TIDES CENTER

1012 TORNEY AVENUE
SAN FRANCISCO,CA94129 		NONE   UNRESTRICTED 500

UNIVERSITY CLUB FOUNDATION

76 E MONROE
CHICAGO,IL60603 		NONE   UNRESTRICTED 250

WBEZ PUBLIC RADIO

848 E GRAND AVE
CHICAGO,IL60611 		NONE   UNRESTRICTED 60

WOMENS GLOBAL EDUCATION PROJECT

136 N MARION ST
OAK PARK,IL60301 		NONE   UNRESTRICTED 604

WORLD BUSINESS CHICAGO

180 N LASALLE ST
CHICAGO,IL60601 		NONE   UNRESTRICTED 1,000

WTTW TV

5400 N ST LOUIS AVE
CHICAGO,IL60625 		NONE   UNRESTRICTED 350
Total ................................. 3a 38,319
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 ........... 		    14 211  
4 Dividends and interest from securities ....     14 8,842  
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 49,246  
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) ..   58,299  
13Total. Add line 12, columns (b), (d), and (e)..................
13
58,299
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

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

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

527 political organization


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

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

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

$ 20,006


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

$  


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

$  


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

$  


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

$  


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

$  


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

04-6561597
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1339 SHARES MARSH & MCLENNAN $ 55,863 2025-12-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
NORWOTTOCK CHARITABLE TRUST
  		Employer identification number

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


Software ID:  
Software Version:  

TY 2025 InvestmentsCorpBondsSchedule
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Name of Bond End of Year Book Value End of Year Fair Market Value
ISHARES 20+ YEAR TREAS BOND ETF    
ISHARES BROAD USD INVT GRADE CORP BD 22,349 22,261
ISHARES TRUST 5-10 YEAR INVT GRADE    
ISHARES MBS ETF 22,044 22,281
ISHARES JP MORGAN USD EMERGING MKTS 6,083 6,354
ISHARES BROAD USD HIGH YIELD BOND 6,334 6,357
ISHARES 0-3 MNTH TREASURY BOND ETF 3,119 3,112
STATE STREET SPDR PORTFOLIO 6,470 6,353
VANECK JP MORGAN EM LOCAL CURRENCY 3,005 3,176
VANGUARD INTER TERM TREAS ETF 9,533 9,529
JPMORGAN CHASE & CO    
SPDR BLOOMBERG INTERNATIONAL 32,130 32,110
VANGUARD INTER TERM CORP BOND ETF 1,834 1,843
VANGUARD MORTGAGE BACKED SECURITIES 4,701 4,708
MFS EMERGING MARKETS DEBT FUND 2,254 2,008
PRINCIPAL SPECTRUM PREFERRED 1,582 1,594
T. ROWE PRICE FLOATING RATE 1,787 1,782
TRUIST FINL CORP 5.250% PREFERRED 1,394 1,293

TY 2025 InvestmentsCorpStockSchedule
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 1,084 1,002
ABBVIE INC 1,313 2,056
ADOBE INC 242 350
ALPHABET INC 3,135 5,947
AMAZON.COM INC 5,004 7,617
AMERICAN TOWER CORP REIT 1,626 2,634
AMERIPRISE FINANCIAL INC 885 981
AMETEK INC 1,030 1,232
APPLE INC 4,066 4,893
APPLIED MATERIALS    
ASTRAZENECA PLC SPON ADR    
BLACKROCK INC 883 1,070
BROADCOM INC 2,317 2,769
COCA COLA CO 1,662 1,678
CONNOCOPHILLIPS 1,778 1,591
DANAHER CORP 541 2,289
EMERSON ELECTRIC CO 1,196 1,460
FORTIVE CORP    
INTERCONTINENTALEXCHANGE GROUP 1,148 1,134
JOHNSON & JOHNSON 1,307 1,656
JPMORGAN CHASE & CO 1,560 2,256
LABCORP HOLDINGS INC 942 1,004
LILLY ELI & CO 1,597 2,149
LINDE PLC NEW EUR 1,394 1,279
LOWES COMPANIES INC 196 1,929
MARSH & MCLENNAN 1 14,842
MASTERCARD INC CL A 2,212 3,425
MCKESSON CORP 321 4,101
MERCK & CO    
META PLATFORMS INC CL A 2,728 3,300
MICROSOFT CORP 5,987 10,640
NEXTERA ENERGY INC 2,653 3,532
NVIDIA CORP 5,034 7,647
RTX CORP 1,468 2,201
S&P GLOBAL INC 1,671 1,567
SALESFORCE, INC    
SERVICENOW INC 824 766
TAIWAN SEMICONDUCTOR MFG CO 1,883 3,343
THERMO FIAHER SCIENTIFIC INC 1,743 1,738
TJX COS INC 1,447 1,690
TRAVELERS COS INC 703 870
UNION PACIFIC CORP 740 694
UNITEDHEALTH GROUP INC    
VISA INC CL A 2,022 2,455
VONTIER CORP 12 149
WALMART 2,135 3,342
WELLS FARGO & CO NEW 1,627 2,516
YUMI BRANDS INC 864 908
ISHARES CORE S&P SMALL CAP ETF 183 1,202
ISHARES RUSSELL 1000 GROWTH 952 4,733
ISHARES RUSSELL MID-CAP VALUE 2,863 3,103
ISHARES RUSSELL MID-CAP GROWTH 2,544 3,013
ISHARES CORE MSCI EAFE ETF 46,376 53,944
ISHARES CORE MSCI EMERGING 15,813 19,158
ISHARES MSCI EAFE ETF 495 960
KRANESHARES CSI CHINA INTERNET 3,534 3,099
SCHWAB US LARGE-CAP ETF 15,852 18,891
SPDR S&P MIDCAP 400 ETF TR 494 3,016
STATE STREET COMMUNICATION SVCES 1,166 1,177
VANGUARD LARGE-CAP ETF 1,860 3,148
VANGUARD HEALTH CARE ETF 839 1,439
VANGUARD MID-CAP ETF 19,712 22,057
VANGUARD TOTAL WORLD STK ETF 6,190 6,348
VANGUARD RUSSELL 3000 ETF    
VANGUARD RUSSELL 2000 ETF 13,754 15,824

TY 2025 InvestmentsOtherSchedule2
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CALAMOS MARKET NEUTRAL INCOME CL I   4,589 5,075
SPDR GOLD SHARES ETF   491 1,982
ISHARES GOLD TR   4,762 6,412

TY 2025 OtherIncreasesSchedule
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Description Amount
ROUNDING 3


TY 2025 OtherProfessionalFeesSchedule
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 2,106 2,106    


TY 2025 TaxesSchedule
Name:
NORWOTTOCK CHARITABLE TRUST
EIN:
04-6561597
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 8 8    
FEDERAL INCOME TAXES 3,792