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
SUCC TR UA ADELLE KAGAN CHAR
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 630858
  Room/suite
City or town
CINCINNATI
State or province
OH
Country  
ZIP or foreign postal code
452630858
A Employer identification number

36-6979675
B Telephone number (see instructions)

5135345310
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)$471,988J 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... 10,105 10,080  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 46,578
b Gross sales price for all assets on line 6a 180,572
7 Capital gain net income (from Part IV, line 2)... 46,578
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14 14  
12 Total. Add lines 1 through 11........ 56,697 56,672  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,575 5,588   986
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)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
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
938 136   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,028 5,724 0 2,501
25 Contributions, gifts, grants paid....... 22,000 22,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 31,028 5,724 0 24,501
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 25,669
b Net investment income (if negative, enter -0-) 50,948
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 1 1
2 Savings and temporary cash investments......... 14,311 28,125 28,125
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
44,117 		45,909
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).......... 357,209 Click to see attachment
List of Attached Documents:
// Content
324,934 		397,953
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) 371,521 397,177 471,988
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........ 371,521 397,177
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)..... 371,521 397,177
30 Total liabilities and net assets/fund balances (see instructions). 371,521 397,177
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
371,521
2
Enter amount from Part I, line 27a .....................
2
25,669
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
397,190
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
13
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
397,177
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 329.635 BAIRD FDS INC INTER BD INSTL   2024-12-10 2025-05-01
b 111.069 BLACKROCK FDS II STRG OPP INSTL   2024-12-10 2025-05-01
c 14.862 DODGE & COX INTL STOCK FUND   2024-12-10 2025-05-01
d 35.152 DODGE & COX INCOME FD COM   2024-12-10 2025-05-01
e 67.364 DOUBLELINE TOTAL RETURN BOND I   2019-01-10 2025-05-01
30.625 FIDELITY INTERNATIONAL INDEX FUND   2024-12-10 2025-05-01
45.942 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2023-09-01 2025-05-01
28.916 GUGGENHEIM LIMITED DURATION INSTL   2024-12-10 2025-05-01
14. ISHARES S&P GLOB INFRAS INDEX FD   2024-12-10 2025-05-01
12. ISHARES CORE MSCI EMK ETF   2024-12-10 2025-05-01
20.714 MFS INTERNATIONAL EQUITY FUND   2024-12-10 2025-05-01
19. VANGUARD BD INDEX FD INC ETF   2024-12-10 2025-05-01
20.896 BAILLIE GIFFORD EMRG MKTS K   2023-09-01 2025-06-20
175.999 BAIRD FDS INC INTER BD INSTL   2024-12-10 2025-06-20
69.559 BLACKROCK FDS II STRG OPP INSTL   2024-12-10 2025-06-20
55.914 BROWN ADVISORY SUSTAINABLE GROWTH FD INST   2024-02-02 2025-06-20
4.299 COHEN & STEERS REALTY SHARES I   2024-12-10 2025-06-20
.284 COHEN & STEERS REALTY SHARES I   2024-12-10 2025-06-20
8.534 CONESTOGA FDS SMALL CAP INSTL   2024-12-10 2025-06-20
6.769 DODGE & COX INTL STOCK FUND   2024-12-10 2025-06-20
30.055 DODGE & COX INCOME FD COM   2024-12-10 2025-06-20
43.622 DOUBLELINE TOTAL RETURN BOND I   2019-01-10 2025-06-20
14.555 FIDELITY INTERNATIONAL INDEX FUND   2024-12-10 2025-06-20
3.497 FIDELITY EXTENDED MARKET INDEX FUND   2024-12-10 2025-06-20
26.901 FIDELITY 500 INDEX FD INST PREMIUM   2022-10-21 2025-06-20
33.368 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2023-09-01 2025-06-20
22.186 GOLDMAN SACHS ABS RETURN TRACKER   2024-12-10 2025-06-20
15.237 GUGGENHEIM LIMITED DURATION INSTL   2024-12-10 2025-06-20
41. INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF   2024-02-02 2025-06-20
6. ISHARES S&P GLOB INFRAS INDEX FD   2024-12-10 2025-06-20
10. ISHARES CORE MSCI EMK ETF   2024-12-10 2025-06-20
10.166 MFS INTERNATIONAL EQUITY FUND   2024-12-10 2025-06-20
19.328 ABBEY CAP MULTI ASSET FD I   2022-07-25 2025-06-20
9. VANGUARD BD INDEX FD INC ETF   2024-12-10 2025-06-20
12.902 ALLSPRING SPECIAL MID CAP VALUE FUND CLASS INSTL   2024-12-10 2025-06-20
.234 BAILLIE GIFFORD EMRG MKTS K   2023-09-01 2025-07-18
34.64 BAILLIE GIFFORD EMRG MKTS K   2023-02-15 2025-07-18
125.888 BROWN ADVISORY SUSTAINABLE GROWTH FD INST   2024-02-02 2025-07-18
1.039 COHEN & STEERS REALTY SHARES I   2024-12-10 2025-07-18
6.164 CONESTOGA FDS SMALL CAP INSTL   2024-12-10 2025-07-18
1.934 FIDELITY EXTENDED MARKET INDEX FUND   2024-12-10 2025-07-18
39.406 FIDELITY 500 INDEX FD INST PREMIUM   2022-10-21 2025-07-18
21.058 FIDELITY 500 INDEX FD INST PREMIUM   2019-05-16 2025-07-18
5.24 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2023-09-01 2025-07-18
37.237 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES   2023-02-15 2025-07-18
64. INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF   2024-02-02 2025-07-18
12. ISHARES CORE MSCI EMK ETF   2024-12-10 2025-07-18
5.825 ALLSPRING SPECIAL MID CAP VALUE FUND CLASS INSTL   2024-12-10 2025-07-18
162.779 BROWN ADVISORY SUSTAINABLE GROWTH FD INST   2024-02-02 2025-10-30
168.731 BROWN ADVISORY SUSTAINABLE GROWTH FD INST   2025-05-01 2025-10-30
619.459 BROWN ADVISORY SUSTAINABLE GROWTH FD INST   2023-02-15 2025-10-30
731. INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF   2024-02-02 2025-10-30
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,441   3,425 16
b 1,058   1,063 -5
c 829   792 37
d 443   449 -6
e 593   701 -108
1,629   1,551 78
577   560 17
710   708 2
790   757 33
649   662 -13
770   737 33
1,488   1,476 12
452   399 53
1,839   1,829 10
669   666 3
3,095   2,847 248
293   296 -3
19   20 -1
607   722 -115
401   361 40
380   384 -4
383   454 -71
805   737 68
314   338 -24
5,590   3,504 2,086
439   407 32
226   228 -2
374   373 1
2,832   2,321 511
346   324 22
575   551 24
390   362 28
206   230 -24
704   699 5
613   691 -78
5   4 1
792   644 148
7,406   6,410 996
71   71  
449   521 -72
185   187 -2
8,621   5,133 3,488
4,607   2,109 2,498
71   64 7
502   444 58
4,565   3,622 943
732   662 70
286   312 -26
9,623   8,289 1,334
9,975   8,556 1,419
36,622   24,351 12,271
54,160   41,375 12,785
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
      7,751
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       16
b       -5
c       37
d       -6
e       -108
      78
      17
      2
      33
      -13
      33
      12
      53
      10
      3
      248
      -3
      -1
      -115
      40
      -4
      -71
      68
      -24
      2,086
      32
      -2
      1
      511
      22
      24
      28
      -24
      5
      -78
      1
      148
      996
       
      -72
      -2
      3,488
      2,498
      7
      58
      943
      70
      -26
      1,334
      1,419
      12,271
      12,785
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 46,578
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) 1 708
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........................... 3 708
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- ..... 5 708
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 516
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.............. 7 516
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....... 9 192
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofFIFTH THIRD BANK NA Telephone no. (513) 534-7001

Located at38 FOUNTAIN SQUARE PLAZA MD1090VDCINCINNATIOH ZIP+445202
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
FIFTH THIRD BANK N A TRUSTEE
1 		6,575    
38 FOUNTAIN SQ PLAZA MD1090VD
CINCINNATI,OH45202
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
438,537
b
Average of monthly cash balances.......................
1b
16,121
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
454,658
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
454,658
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,820
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
447,838
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
22,392
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
22,392
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
708
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
708
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
21,684
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
21,684
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
21,684
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
24,501
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
24,501
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 21,684
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 5,264
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: $ 24,501
a Applied to 2024, but not more than line 2a 5,264
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..... 19,237
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 .......... 		2,447
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).)
NONE
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

JEWISH FEDERATION OF METRO CHICAGO

30 S WELLS ST
CHICAGO,IL60606 		NONE   SCHOLARSHIP 22,000
Total ................................. 3a 22,000
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 10,105  
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 46,578  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECTION 897 CAPITA 		    14 14  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   56,697  
13Total. Add line 12, columns (b), (d), and (e)..................
13
56,697
(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 AccountingFeesSchedule
Name:
SUCC TR UA ADELLE KAGAN CHAR
EIN:
36-6979675
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2025 InvestmentsCorpStockSchedule
Name:
SUCC TR UA ADELLE KAGAN CHAR
EIN:
36-6979675
Name of Stock End of Year Book Value End of Year Fair Market Value
057071805 BAIRD FDS INC INTER 44,117 45,909

TY 2025 InvestmentsOtherSchedule2
Name:
SUCC TR UA ADELLE KAGAN CHAR
EIN:
36-6979675
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
258620103 DOUBLELINE TOTAL RET AT COST 9,546 9,324
315911750 FIDELITY 500 INDEX F AT COST 87,783 152,697
317609295 SEAFARER OVERSEAS GR AT COST 6,838 8,940
38145N220 GOLDMAN SACHS ABS RE AT COST 4,221 4,794
256210105 DODGE & COX INCOME F AT COST 9,258 9,378
74933W882 ABBEY CAP MULTI ASSE AT COST 4,575 4,393
056823396 BAILLIE GIFFORD EMRG AT COST 6,858 9,897
115233207 BROWN ADVISORY SUSTA      
315911727 FIDELITY INTERNATION AT COST 15,099 19,809
057071805 BAIRD FDS INC INTER      
09260B382 BLACKROCK FDS II STR AT COST 16,179 16,494
192476505 COHEN & STEERS REALT AT COST 6,138 6,156
207019704 CONESTOGA FDS SMALL AT COST 13,455 10,960
256206103 DODGE & COX INTL STO AT COST 8,376 10,090
315911743 FIDELITY EXTENDED MA AT COST 6,426 6,764
40168W483 GUGGENHEIM LIMITED D AT COST 9,086 9,336
46137V241 INVESCO EXCHANGE-TRA      
464288372 ISHARES S&P GLOB INF AT COST 6,250 7,363
46434G103 ISHARES CORE MSCI EM AT COST 10,364 12,570
552966806 MFS INTERNATIONAL EQ AT COST 8,216 9,225
921937827 VANGUARD SHORT-TERM AT COST 17,649 18,205
949915482 ALLSPRING SPECIAL MI AT COST 13,306 11,493
256219106 DODGE & COX STK FD AT COST 32,054 30,935
411511504 HARBOR CAPITAL APPRE AT COST 33,257 29,130

TY 2025 OtherDecreasesSchedule
Name:
SUCC TR UA ADELLE KAGAN CHAR
EIN:
36-6979675
Description Amount
MUTUAL FUND TIMING ADJUSTMENT 13


TY 2025 OtherExpensesSchedule
Name:
SUCC TR UA ADELLE KAGAN CHAR
EIN:
36-6979675
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAXES PAID 15 0   15


TY 2025 OtherIncomeSchedule2
Name:
SUCC TR UA ADELLE KAGAN CHAR
EIN:
36-6979675
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECTION 897 CAPITAL GAIN 14 14  


TY 2025 TaxesSchedule
Name:
SUCC TR UA ADELLE KAGAN CHAR
EIN:
36-6979675
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PRIOR YEAR EXCISE TAX PAID 286 0   0
EXCISE TAX ESTIMATE 516 0   0
FOREIGN TAXES ON QUALIFIED FOR 87 87   0
FOREIGN TAXES ON NONQUALIFIED 49 49   0