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
MARJORIE J COLLER PRIVATE FDN
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1532
  Room/suite
City or town
PENNINGTON
State or province
NJ
Country  
ZIP or foreign postal code
085340691
A Employer identification number

30-6598919
B Telephone number (see instructions)

8888663275
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)$7,625,548J 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... 80,399 80,399  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 436,416
b Gross sales price for all assets on line 6a 1,697,239
7 Capital gain net income (from Part IV, line 2)... 436,416
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........ 516,815 516,815  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,452 38,671   25,781
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
7,119 1,068   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
182 167   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,753 39,906 0 25,796
25 Contributions, gifts, grants paid....... 275,268 275,268
26 Total expenses and disbursements. Add lines 24 and 25 ................ 347,021 39,906 0 301,064
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 169,794
b Net investment income (if negative, enter -0-) 476,909
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............. 1,233 77,562 77,562
2 Savings and temporary cash investments......... 107,156 27,088 27,088
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) 16 Click to see attachment
List of Attached Documents:
// Content
570,170 		581,553
b Investments—corporate stock (attach schedule)....... 2,996,924 Click to see attachment
List of Attached Documents:
// Content
3,646,902 		6,939,345
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,044,917   0
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) 4,150,246 4,321,722 7,625,548
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........ 4,150,246 4,321,722
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)..... 4,150,246 4,321,722
30 Total liabilities and net assets/fund balances (see instructions). 4,150,246 4,321,722
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
4,150,246
2
Enter amount from Part I, line 27a .....................
2
169,794
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,683
4
Add lines 1, 2, and 3 ..........................
4
4,321,723
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,321,722
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 44. ALPHABET INC SHS CL A   2018-01-04 2025-01-08
b 7. APPLE INC COM   2008-04-03 2025-01-08
c 44. BROADCOM INC   2016-09-19 2025-01-08
d 33. CROWDSTRIKE HLDGS INC CL A   2022-05-02 2025-01-08
e 21. DANAHER CORP   2020-01-23 2025-01-08
536.162 GOLDMAN SACHS ACC TREAS ETF   2022-08-28 2025-01-08
.7844 GOLDMAN SACHS ACC TREAS ETF   2022-09-06 2025-01-08
692. GOLDMAN SACHS ACC TREAS ETF   2022-11-07 2025-01-08
237.0536 GOLDMAN SACHS ACC TREAS ETF   2023-05-01 2025-01-08
4087. ISHARES TREASURY FLOATIN RATE BOND   2022-08-28 2025-01-08
1. MARSH & MCLENNAN COS INC   2019-04-25 2025-01-08
60. NVIDIA CORP COM   2021-07-21 2025-01-08
32. ROCKWELL INTL CORP   2021-02-08 2025-01-08
9. TESLA INC   2022-04-20 2025-01-08
22. TESLA INC   2022-05-02 2025-01-08
4. THERMO ELECTRON CORP   2014-04-17 2025-01-08
105. ZOETIS INC   2018-07-31 2025-01-08
2. ASML HLDG NV NY REG SHS   2020-05-20 2025-01-08
81. DANAHER CORP   2020-01-23 2025-02-12
55. DANAHER CORP   2022-08-28 2025-02-12
15. ECOLAB INC COM   2014-11-07 2025-02-12
44. THERMO ELECTRON CORP   2014-04-17 2025-02-12
1.26 GNM P406813X 07%2026     2025-02-18
1.27 GNM P406813X 07%2026     2025-03-17
1.28 GNM P406813X 07%2026     2025-04-15
96. APPLE INC COM   2008-04-03 2025-05-02
106. DANAHER CORP   2022-08-28 2025-05-02
79. HONEYWELL INTERNATIONAL INC   2009-03-24 2025-05-02
20. INTUITIVE SURGICAL INC   2012-11-02 2025-05-02
31. L3HARRIS TECHNOLOGIES INC   2022-10-03 2025-05-02
25. MARSH & MCLENNAN COS INC   2019-04-25 2025-05-02
39. MICROSOFT CORP   2018-11-07 2025-05-02
16. ROCKWELL INTL CORP   2021-02-08 2025-05-02
19. SALESFORCE.COM INC COMMON   2015-11-05 2025-05-02
2. SALESFORCE.COM INC COMMON   2022-08-28 2025-05-02
50. SIEMENS A G SPONSORED ADR   2021-02-08 2025-05-02
33. THERMO ELECTRON CORP   2014-04-17 2025-05-02
10. VISA INC CL A SHRS   2015-11-06 2025-05-02
20. ZOETIS INC   2018-07-31 2025-05-02
10. ASML HLDG NV NY REG SHS   2020-05-20 2025-05-02
55. SPDR GOLD TR GOLD SHS   2025-05-02 2025-05-09
1.29 GNM P406813X 07%2026     2025-05-15
8. ALPHABET INC SHS CL A   2018-01-04 2025-05-20
24. APPLE INC COM   2008-04-03 2025-05-20
21. BROADCOM INC   2016-09-19 2025-05-20
65. DANAHER CORP   2022-08-28 2025-05-20
4. HONEYWELL INTERNATIONAL INC   2009-03-24 2025-05-20
32. INTUITIVE SURGICAL INC   2012-11-02 2025-05-20
27. MARSH & MCLENNAN COS INC   2019-04-25 2025-05-20
3. MICROSOFT CORP   2018-11-07 2025-05-20
14. SIEMENS A G SPONSORED ADR   2021-02-08 2025-05-20
15. THERMO ELECTRON CORP   2014-04-17 2025-05-20
27. THERMO ELECTRON CORP   2022-08-28 2025-05-20
63. ZOETIS INC   2018-07-31 2025-05-20
23. ZOETIS INC   2021-02-08 2025-05-20
32. ASML HLDG NV NY REG SHS   2020-05-20 2025-05-20
18. APPLE INC COM   2008-04-03 2025-06-04
14. BROADCOM INC   2016-09-19 2025-06-04
8. DANAHER CORP   2022-08-28 2025-06-04
5.9464 GOLDMAN SACHS ACC TREAS ETF   2023-05-01 2025-06-04
26.0536 GOLDMAN SACHS ACC TREAS ETF   2023-05-04 2025-06-04
2. THERMO ELECTRON CORP   2022-08-28 2025-06-04
4. ZOETIS INC   2021-02-08 2025-06-04
21. ASML HLDG NV NY REG SHS   2020-05-20 2025-06-04
51. SPDR GOLD TR GOLD SHS   2025-06-04 2025-06-10
55. SPDR GOLD TR GOLD SHS   2025-05-02 2025-06-10
18. SPDR GOLD TR GOLD SHS   2025-05-20 2025-06-10
1.29 GNM P406813X 07%2026     2025-06-16
55. SPDR GOLD TR GOLD SHS   2025-05-02 2025-07-11
18. SPDR GOLD TR GOLD SHS   2025-05-20 2025-07-11
51. SPDR GOLD TR GOLD SHS   2025-06-04 2025-07-11
1.3 GNM P406813X 07%2026     2025-07-15
55. SPDR GOLD TR GOLD SHS   2025-05-02 2025-08-08
51. SPDR GOLD TR GOLD SHS   2025-06-04 2025-08-08
18. SPDR GOLD TR GOLD SHS   2025-05-20 2025-08-08
1.31 GNM P406813X 07%2026     2025-08-15
27. ALPHABET INC SHS CL A   2018-01-04 2025-08-26
4. BROADCOM INC   2016-09-19 2025-08-26
4. COSTCO WHSL CORP NEW COM   2002-12-19 2025-08-26
57. DANAHER CORP   2022-08-28 2025-08-26
4. DANAHER CORP   2022-09-20 2025-08-26
83. DANAHER CORP   2024-08-30 2025-08-26
18. DANAHER CORP   2023-07-20 2025-08-26
17. ECOLAB INC COM   2014-11-07 2025-08-26
39. HOME DEPOT INC   2016-04-27 2025-08-26
4. HONEYWELL INTERNATIONAL INC   2018-05-16 2025-08-26
28. HONEYWELL INTERNATIONAL INC   2009-03-24 2025-08-26
2. INTUITIVE SURGICAL INC   2012-11-02 2025-08-26
67. ISHARES TREASURY FLOATIN RATE BOND   2022-08-28 2025-08-26
45. MARSH & MCLENNAN COS INC   2019-04-25 2025-08-26
3. MICROSOFT CORP   2018-11-07 2025-08-26
21. SIEMENS A G SPONSORED ADR   2021-02-08 2025-08-26
90. THERMO ELECTRON CORP   2022-08-28 2025-08-26
178. ZOETIS INC   2022-08-28 2025-08-26
17. ASML HLDG NV NY REG SHS   2020-05-20 2025-08-26
55. SPDR GOLD TR GOLD SHS   2025-05-02 2025-09-10
18. SPDR GOLD TR GOLD SHS   2025-05-20 2025-09-10
51. SPDR GOLD TR GOLD SHS   2025-06-04 2025-09-10
1.32 GNM P406813X 07%2026     2025-09-15
75000. US TSY 0.250% SEP 30 2025 0.250% SEP 30 2025   2025-01-10 2025-09-30
18. SPDR GOLD TR GOLD SHS   2025-05-20 2025-10-07
55. SPDR GOLD TR GOLD SHS   2025-05-02 2025-10-07
51. SPDR GOLD TR GOLD SHS   2025-06-04 2025-10-07
1.33 GNM P406813X 07%2026     2025-10-15
17. ALPHABET INC SHS CL A   2018-01-04 2025-11-03
6. APPLE INC COM   2008-04-03 2025-11-03
37. BROADCOM INC   2016-09-19 2025-11-03
5. ECOLAB INC COM   2014-11-07 2025-11-03
1. HONEYWELL INTERNATIONAL INC   2018-05-16 2025-11-03
9. MARSH & MCLENNAN COS INC   2019-04-25 2025-11-03
7. SOLSTICE ADVANCED MATERIALS INC REGISTER   2023-10-18 2025-11-03
10.25 SOLSTICE ADVANCED MATERIALS INC REGISTER   2023-07-20 2025-11-03
11. SOLSTICE ADVANCED MATERIALS INC REGISTER   2023-09-28 2025-11-03
93.75 SOLSTICE ADVANCED MATERIALS INC REGISTER   2022-08-28 2025-11-03
16.5 SOLSTICE ADVANCED MATERIALS INC REGISTER   2019-02-14 2025-11-03
4.5 SOLSTICE ADVANCED MATERIALS INC REGISTER   2018-05-16 2025-11-03
1. SOLSTICE ADVANCED MATERIALS INC REGISTER   2023-11-07 2025-11-03
1. SOLSTICE ADVANCED MATERIALS INC REGISTER   2023-11-21 2025-11-03
4. TESLA INC   2022-05-02 2025-11-03
1. ASML HLDG NV NY REG SHS   2020-05-20 2025-11-03
.25 SOLSTICE ADVANCED MATERIALS INC REGISTER   2023-11-21 2025-11-04
62. ALPHABET INC SHS CL A   2018-01-04 2025-11-12
28. APPLE INC COM   2008-04-03 2025-11-12
942.0536 GOLDMAN SACHS ACC TREAS ETF   2023-07-20 2025-11-12
133.9464 GOLDMAN SACHS ACC TREAS ETF   2023-05-04 2025-11-12
11. INTUITIVE SURGICAL INC   2012-11-02 2025-11-12
357.2102 ISHARES TREASURY FLOATIN RATE BOND   2023-05-01 2025-11-12
1366. ISHARES TREASURY FLOATIN RATE BOND   2022-11-07 2025-11-12
8.5729 ISHARES TREASURY FLOATIN RATE BOND   2022-09-07 2025-11-12
386.2169 ISHARES TREASURY FLOATIN RATE BOND   2022-08-28 2025-11-12
27. MARSH & MCLENNAN COS INC   2019-04-25 2025-11-12
61. SIEMENS A G SPONSORED ADR   2021-02-08 2025-11-12
7. THERMO ELECTRON CORP   2022-08-28 2025-11-12
14. ASML HLDG NV NY REG SHS   2020-05-20 2025-11-12
18. APPLE INC COM   2008-04-03 2025-11-14
2. INTUITIVE SURGICAL INC   2012-11-02 2025-11-14
41. MARSH & MCLENNAN COS INC   2019-04-25 2025-11-14
55. SPDR GOLD TR GOLD SHS   2025-05-02 2025-11-14
32. SPDR GOLD TR GOLD SHS   2025-11-12 2025-11-14
18. SPDR GOLD TR GOLD SHS   2025-05-20 2025-11-14
51. SPDR GOLD TR GOLD SHS   2025-06-04 2025-11-14
42. ZOETIS INC   2022-08-28 2025-11-14
31. ZOETIS INC   2023-07-20 2025-11-14
29. ZOETIS INC   2023-07-24 2025-11-14
52. ZOETIS INC   2023-09-28 2025-11-14
46. ZOETIS INC   2023-10-18 2025-11-14
3. ZOETIS INC   2023-11-07 2025-11-14
34. ZOETIS INC   2024-03-22 2025-11-14
1.33 GNM P406813X 07%2026     2025-11-17
55. SPDR GOLD TR GOLD SHS   2025-05-02 2025-12-05
18. SPDR GOLD TR GOLD SHS   2025-05-20 2025-12-05
51. SPDR GOLD TR GOLD SHS   2025-06-04 2025-12-05
52. SPDR GOLD TR GOLD SHS   2025-11-14 2025-12-05
32. SPDR GOLD TR GOLD SHS   2025-11-12 2025-12-05
91. ALPHABET INC SHS CL A   2018-01-04 2025-12-11
9. AMAZON COM INC   2011-08-29 2025-12-11
67. APPLE INC COM   2008-04-03 2025-12-11
1. APPLOVIN CORP COM   2025-02-12 2025-12-11
123. BROADCOM INC   2016-09-19 2025-12-11
24. CADENCE DESIGN SYSTEMS INCORPORATED   2023-09-08 2025-12-11
9. COSTCO WHSL CORP NEW COM   2002-12-19 2025-12-11
2. CROWDSTRIKE HLDGS INC CL A   2022-05-02 2025-12-11
4. DANAHER CORP   2024-08-30 2025-12-11
12. ECOLAB INC COM   2014-11-07 2025-12-11
343. GOLDMAN SACHS ACC TREAS ETF   2023-07-20 2025-12-11
16. HOME DEPOT INC   2016-04-27 2025-12-11
17. HONEYWELL INTERNATIONAL INC   2018-05-16 2025-12-11
2. HONEYWELL INTERNATIONAL INC   2019-02-14 2025-12-11
13. INTUITIVE SURGICAL INC   2012-11-02 2025-12-11
149.2102 ISHARES TREASURY FLOATIN RATE BOND   2023-07-20 2025-12-11
53. ISHARES TREASURY FLOATIN RATE BOND   2023-05-04 2025-12-11
475.7898 ISHARES TREASURY FLOATIN RATE BOND   2023-05-01 2025-12-11
4. LILLY ELI & CO   2023-09-08 2025-12-11
49. MARSH & MCLENNAN COS INC   2019-04-25 2025-12-11
9. SALESFORCE.COM INC COMMON   2022-08-28 2025-12-11
71. SIEMENS A G SPONSORED ADR   2021-02-08 2025-12-11
1. TESLA INC   2022-05-02 2025-12-11
3. TESLA INC   2022-06-14 2025-12-11
5. ASML HLDG NV NY REG SHS   2020-05-20 2025-12-11
6. ASML HLDG NV NY REG SHS   2022-08-28 2025-12-11
1.34 GNM P406813X 07%2026     2025-12-15
. SPDR GOLD TR GOLD SHS   2025-05-05 2025-12-31
. SPDR GOLD TR GOLD SHS   2025-05-21 2025-12-31
. SPDR GOLD TR GOLD SHS   2025-06-05 2025-12-31
. SPDR GOLD TR GOLD SHS   2025-11-13 2025-12-31
. SPDR GOLD TR GOLD SHS   2025-11-17 2025-12-31
75000. US TSY 0.375% DEC 31 2025 0.375% DEC 31 2025   2025-01-10 2025-12-31
(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 8,536   2,413 6,123
b 1,701   38 1,663
c 10,059   758 9,301
d 11,950   6,694 5,256
e 4,991   3,019 1,972
53,567   53,547 20
78   78  
69,137   68,941 196
23,684   23,638 46
206,470   206,187 283
211   94 117
8,418   1,155 7,263
8,908   7,886 1,022
3,551   2,956 595
8,681   6,537 2,144
2,179   478 1,701
17,314   9,081 8,233
1,491   649 842
16,477   11,646 4,831
11,188   13,670 -2,482
3,924   1,687 2,237
23,673   5,259 18,414
1   1  
1   1  
1   1  
19,715   522 19,193
21,183   26,347 -5,164
16,909   2,176 14,733
10,631   1,211 9,420
6,786   6,742 44
5,650   2,358 3,292
17,021   4,355 12,666
4,064   3,943 121
5,232   1,494 3,738
551   333 218
5,964   3,988 1,976
14,050   3,944 10,106
3,464   789 2,675
3,144   1,730 1,414
6,894   3,244 3,650
5   5  
1   1  
1,317   439 878
4,945   130 4,815
4,813   362 4,451
12,827   16,156 -3,329
897   110 787
17,744   1,937 15,807
6,222   2,547 3,675
1,366   335 1,031
1,754   1,117 637
6,174   1,793 4,381
11,114   15,294 -4,180
10,334   5,448 4,886
3,773   3,660 113
23,808   10,382 13,426
3,648   98 3,550
3,629   241 3,388
1,560   1,988 -428
594   593 1
2,602   2,600 2
811   1,133 -322
680   637 43
15,667   6,813 8,854
5   5  
6   5 1
2   2  
1   1  
6   5 1
2   2  
5   5  
1   1  
6   5 1
5   5  
2   2  
1   1  
5,584   1,481 4,103
1,189   69 1,120
3,751   110 3,641
11,802   14,168 -2,366
828   961 -133
17,185   22,283 -5,098
3,727   3,894 -167
4,731   1,912 2,819
15,802   5,272 10,530
888   566 322
6,217   771 5,446
938   121 817
3,390   3,380 10
9,262   4,245 5,017
1,499   335 1,164
2,874   1,675 1,199
44,053   50,979 -6,926
27,707   28,592 -885
12,881   5,515 7,366
6   5 1
2   2  
5   5  
1   1  
75,000   72,911 2,089
2   2  
6   5 1
6   5 1
1   1  
4,791   932 3,859
1,605   33 1,572
13,578   637 12,941
1,274   562 712
199   133 66
1,589   849 740
315   304 11
461   503 -42
494   488 6
4,214   4,299 -85
742   586 156
202   150 52
45   44 1
45   45  
1,882   1,189 693
1,069   324 745
11   11  
17,788   3,401 14,387
7,654   152 7,502
94,218   94,148 70
13,396   13,368 28
6,305   666 5,639
18,036   18,020 16
68,972   68,897 75
433   432 1
19,501   19,484 17
4,906   2,547 2,359
8,881   4,866 4,015
4,117   3,965 152
14,423   4,542 9,881
4,940   98 4,842
1,113   121 992
7,512   3,868 3,644
7   5 2
4   4  
2   2  
6   5 1
5,090   6,746 -1,656
3,757   5,322 -1,565
3,514   5,389 -1,875
6,301   9,072 -2,771
5,574   7,912 -2,338
364   498 -134
4,120   5,745 -1,625
1   1  
7   5 2
2   2  
6   5 1
6   6  
4   4  
28,406   4,991 23,415
2,067   93 1,974
18,638   364 18,274
720   383 337
50,062   2,119 47,943
8,050   5,700 2,350
7,945   248 7,697
1,038   406 632
925   1,074 -149
3,122   1,349 1,773
34,319   34,279 40
5,732   2,163 3,569
3,295   2,263 1,032
388   284 104
7,111   787 6,324
7,536   7,552 -16
2,677   2,675 2
24,030   24,002 28
4,031   2,342 1,689
9,006   4,622 4,384
2,356   1,500 856
9,976   5,663 4,313
446   297 149
1,337   662 675
5,601   1,622 3,979
6,721   3,089 3,632
1   1  
47   42 5
14   12 2
39   35 4
8   8  
6   6  
75,000   72,299 2,701
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       6,123
b       1,663
c       9,301
d       5,256
e       1,972
      20
       
      196
      46
      283
      117
      7,263
      1,022
      595
      2,144
      1,701
      8,233
      842
      4,831
      -2,482
      2,237
      18,414
       
       
       
      19,193
      -5,164
      14,733
      9,420
      44
      3,292
      12,666
      121
      3,738
      218
      1,976
      10,106
      2,675
      1,414
      3,650
       
       
      878
      4,815
      4,451
      -3,329
      787
      15,807
      3,675
      1,031
      637
      4,381
      -4,180
      4,886
      113
      13,426
      3,550
      3,388
      -428
      1
      2
      -322
      43
      8,854
       
      1
       
       
      1
       
       
       
      1
       
       
       
      4,103
      1,120
      3,641
      -2,366
      -133
      -5,098
      -167
      2,819
      10,530
      322
      5,446
      817
      10
      5,017
      1,164
      1,199
      -6,926
      -885
      7,366
      1
       
       
       
      2,089
       
      1
      1
       
      3,859
      1,572
      12,941
      712
      66
      740
      11
      -42
      6
      -85
      156
      52
      1
       
      693
      745
       
      14,387
      7,502
      70
      28
      5,639
      16
      75
      1
      17
      2,359
      4,015
      152
      9,881
      4,842
      992
      3,644
      2
       
       
      1
      -1,656
      -1,565
      -1,875
      -2,771
      -2,338
      -134
      -1,625
       
      2
       
      1
       
       
      23,415
      1,974
      18,274
      337
      47,943
      2,350
      7,697
      632
      -149
      1,773
      40
      3,569
      1,032
      104
      6,324
      -16
      2
      28
      1,689
      4,384
      856
      4,313
      149
      675
      3,979
      3,632
       
      5
      2
      4
       
       
      2,701
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 2 436,416
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 6,629
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 6,629
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 6,629
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,852
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,852
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 2,777
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 address  
14
The books are in care ofBank of America NA Telephone no. (888) 866-3275

Located atPO BOX 1532PENNINGTONNJ ZIP+408534
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
BANK OF AMERICA N A TRUSTEE
2 		64,452    
PO BOX 1532
PENNINGTON,NJ08534
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
7,173,641
b
Average of monthly cash balances.......................
1b
63,757
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
7,237,398
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
7,237,398
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
108,561
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,128,837
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
356,442
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
356,442
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,629
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,629
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
349,813
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
349,813
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
349,813
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
301,064
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
301,064
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 7 349,813
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 275,269
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: $ 301,064
a Applied to 2024, but not more than line 2a 275,269
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..... 25,795
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 .......... 		324,018
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).)
MARJORIE J COLLER
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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

NORTH PARK UNIVERSITY

3225 W FOSTER AVENUE
CHICAGO,IL606254823 		N/A   UNRESTRICTED GENERAL 68,817

CENTER OF CONCERN

1665 ELK BLVD
DES PLAINES,IL600164721 		N/A   UNRESTRICTED GENERAL 68,817

RAINBOW HOSPICE AND PALLIATIVE CARE

1550 BISHOP CT
MT PROSPECT,IL60065 		N/A   UNRESTRICTED GENERAL 68,817

THE BUDDY FOUNDATION

65 W SEEGERS ROAD
ARLINGTON HTS,IL600053916 		N/A   UNRESTRICTED GENERAL 68,817
Total ................................. 3a 275,268
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 80,399  
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 ............ 		    18 436,416  
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) ..   516,815  
13Total. Add line 12, columns (b), (d), and (e)..................
13
516,815
(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 InvestmentsCorpStockSchedule
Name:
MARJORIE J COLLER PRIVATE FDN
EIN:
30-6598919
Name of Stock End of Year Book Value End of Year Fair Market Value
11135F101 BROADCOM INC 72,854 639,247
22160K105 COSTCO WHOLESALE CRP 169,151 393,227
438516106 HONEYWELL INTL INC D 100,057 109,445
023135106 AMAZON COM INC COM 208,297 485,414
037833100 APPLE INC 183,008 393,653
79466L302 SALESFORCE INC 40,411 61,194
98978V103 ZOETIS INC    
02079K305 ALPHABET INC SHS 249,964 754,956
278865100 ECOLAB INC 39,214 65,105
437076102 HOME DEPOT INC 135,579 166,544
46120E602 INTUITIVE SURGICAL I 69,786 212,385
20030N101 COMCAST CORP    
594918104 MICROSOFT CORP 269,834 515,539
883556102 THERMO FISHER SCIENT 38,073 39,403
92826C839 VISA INC CL A SHRS 138,628 269,345
571748102 MARSH & MCLENNAN COS 123,200 125,968
N07059210 ASML HLDG NV NY REG 76,073 154,060
235851102 DANAHER CORP DEL 46,714 39,832
67066G104 NVIDIA 60,815 543,461
826197501 SIEMENS AG 70,260 132,113
773903109 ROCKWELL AUTOMATION 49,561 75,869
502431109 L3HARRIS TECHNOLOGIE 56,697 79,851
22788C105 CROWDSTRIKE HLDGS IN 56,431 135,940
88160R101 TESLA INC 45,198 75,103
67077M108 NUTRIEN LTD    
127387108 CADENCE DESIGN SYS I 69,362 86,272
532457108 ELI LILLY & CO 83,484 146,156
92338C103 VERALTO CORP    
244199105 DEERE CO 59,808 70,767
48251W104 KKR & CO INC C 103,758 121,743
03831W108 APPLOVIN CORP COM 26,644 45,146
16411R208 CHENIERE ENERGY 77,804 65,121
69608A108 PALANTIR TECHNOLOGIE 89,927 107,361
90353T100 UBER TECHNOLOGIES IN 59,432 50,578
64110L106 NETFLIX COM INC 59,520 45,942
46434V860 ISHARES TREASURY FLO 201,887 201,173
381430529 GOLDMAN SACHS ACC TR 201,209 201,074
G29183103 EATON CORP PLC 49,984 44,591
459200101 INTL BUSINESS MACHIN 76,950 90,344
G54950103 LINDE PLC NEW 76,287 71,634
78463V107 SPDR GOLD TRUST 69,516 82,432
00287Y109 ABBVIE INC SHS 41,525 41,357

TY 2025 InvestmentsGovtObligationsSch
Name:
MARJORIE J COLLER PRIVATE FDN
EIN:
30-6598919
US Government Securities - End of Year Book Value:

570,170
US Government Securities - End of Year Fair Market Value:

581,553
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 InvestmentsOtherSchedule2
Name:
MARJORIE J COLLER PRIVATE FDN
EIN:
30-6598919
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
78468R648 SPDR S&P KENSHO NEW      
46434V860 ISHARES TREASURY FLO      
893962134 TRANSAMERICA SHORT-T      
381430529 GOLDMAN SACHS TREAS      

TY 2025 OtherDecreasesSchedule
Name:
MARJORIE J COLLER PRIVATE FDN
EIN:
30-6598919
Description Amount
SALES ADJUSTMENT 1


TY 2025 OtherExpensesSchedule
Name:
MARJORIE J COLLER PRIVATE FDN
EIN:
30-6598919
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AG FILING FEE 15 0   15
INVSTMT EXPENSE 7 7   0
INVESTMENT EXPENSES - PROCEEDS 115 115   0
INVESTMENT ADVISORY FEES 45 45   0


TY 2025 OtherIncreasesSchedule
Name:
MARJORIE J COLLER PRIVATE FDN
EIN:
30-6598919
Description Amount
INCOME ADJUSTMENT 1,671
COST BASIS ADJUSTMENT 12


TY 2025 TaxesSchedule
Name:
MARJORIE J COLLER PRIVATE FDN
EIN:
30-6598919
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,068 1,068   0
EXCISE TAX - PRIOR YEAR 2,199 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,852 0   0