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
EDITH & F M ACHILLES MEM FUND XXXXX0001
 
Number and street (or P.O. box number if mail is not delivered to street address) 10 S DEARBORN IL1-0111
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60603
A Employer identification number

13-7102170
B Telephone number (see instructions)

8004962583
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$19,312,626J 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... 476,002 475,969  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 920,056
b Gross sales price for all assets on line 6a 4,645,953
7 Capital gain net income (from Part IV, line 2)... 920,056
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........ 1,396,058 1,396,025  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 192,574 90,243   102,331
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
27,779 7,906   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
4,152     4,152
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 224,505 98,149 0 106,483
25 Contributions, gifts, grants paid....... 760,000 760,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 984,505 98,149 0 866,483
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 411,553
b Net investment income (if negative, enter -0-) 1,297,876
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............. 27,653 27,722 27,722
2 Savings and temporary cash investments......... 356,764 299,830 299,830
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)....... 7,399,859 Click to see attachment
List of Attached Documents:
// Content
7,570,369 		14,818,467
c Investments—corporate bonds (attach schedule)....... 3,063,474 Click to see attachment
List of Attached Documents:
// Content
3,036,577 		3,044,980
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 742,937 Click to see attachment
List of Attached Documents:
// Content
1,069,343 		1,121,627
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) 11,590,687 12,003,841 19,312,626
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........ 11,590,687 12,003,841
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)..... 11,590,687 12,003,841
30 Total liabilities and net assets/fund balances (see instructions). 11,590,687 12,003,841
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
11,590,687
2
Enter amount from Part I, line 27a .....................
2
411,553
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
8,130
4
Add lines 1, 2, and 3 ..........................
4
12,010,370
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
6,529
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
12,003,841
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a . ALEXION PHARMACEUTICALS INC     2025-01-03
b 3. COSTCO WHSL CORP NEW     2025-01-24
c 22. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
d 11. LILLY ELI & CO   2016-04-07 2025-01-27
e 461. MONSTER BEVERAGE CORP     2025-01-27
3. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
201. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
10781.453 FIDELITY INTL INDX     2025-01-28
26. MONSTER BEVERAGE CORP   2022-06-17 2025-01-28
. VALEANT PHARMACEUTICALS INTE     2025-02-10
90. APPLE COMPUTER INC     2025-02-13
7. NXP SEMICONDUCTORS NV   2020-09-30 2025-02-13
2. NXP SEMICONDUCTORS NV   2020-09-30 2025-02-13
4. NXP SEMICONDUCTORS NV   2020-09-30 2025-02-13
79. HONEYWELL INTL INC   2025-01-24 2025-03-25
3. HONEYWELL INTL INC   2025-01-24 2025-03-25
14. HONEYWELL INTL INC   2010-03-19 2025-03-25
81. HONEYWELL INTL INC     2025-03-26
27. HONEYWELL INTL INC   2009-12-15 2025-03-26
41. HONEYWELL INTL INC   2009-12-16 2025-03-26
29. HONEYWELL INTL INC   2009-12-16 2025-03-27
30. HONEYWELL INTL INC   2009-12-16 2025-03-27
160. APPLE COMPUTER INC   2024-06-05 2025-04-04
80. APPLE COMPUTER INC     2025-04-09
206. NORFOLK SOUTHN CORP     2025-04-09
106. NORFOLK SOUTHN CORP     2025-04-09
23. REGENERON PHARMACEUTICALS INC     2025-04-28
160. EXXON MOBIL CORP     2025-05-01
185. EXXON MOBIL CORP     2025-05-01
141. ALPHABET INC-CL C     2025-05-22
20. NXP SEMICONDUCTORS NV     2025-05-22
12. NXP SEMICONDUCTORS NV   2020-07-10 2025-05-22
172. NXP SEMICONDUCTORS NV     2025-05-22
2. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
42. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
10. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
4. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
5. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-23
10. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-23
898.096 EDGEWOOD GROWTH FUND   2013-02-05 2025-06-05
2264.971 FIDELITY INTL INDX   2020-06-18 2025-06-05
1995. JPMORGAN BETABUILDERS EUROPE ETF   2025-01-28 2025-06-05
1058. JPMORGAN BETABUILDERS CANADA   2019-04-11 2025-06-05
282. JPMORGAN BETABUILDERS CANADA   2019-04-11 2025-06-05
77. FISERV INC   2024-09-12 2025-06-20
128. FISERV INC     2025-06-20
8. MASTERCARD INC - CLASS A     2025-06-20
41. MASTERCARD INC - CLASS A     2025-06-20
47. REGENERON PHARMACEUTICALS INC     2025-06-20
71. BROADCOM INC   2024-12-17 2025-07-11
25. FISERV INC     2025-07-11
260. FISERV INC     2025-07-11
135. INTUITIVE SURGICAL INC NEW     2025-07-11
7. INGERSOLL RAND INC   2025-07-11 2025-08-01
168. INGERSOLL RAND INC   2025-07-11 2025-08-01
294. INGERSOLL RAND INC     2025-08-01
435. BRISTOL MYERS SQUIBB CO     2025-08-21
95. BRISTOL MYERS SQUIBB CO   2022-08-31 2025-08-21
6. OTIS WORLDWIDE CORP   2024-10-14 2025-08-21
139. OTIS WORLDWIDE CORP     2025-08-21
29. OTIS WORLDWIDE CORP     2025-08-21
91. OTIS WORLDWIDE CORP   2024-10-03 2025-08-21
67. OTIS WORLDWIDE CORP   2024-10-03 2025-08-22
219. OTIS WORLDWIDE CORP   2024-10-03 2025-08-22
10. OTIS WORLDWIDE CORP   2024-10-03 2025-08-22
112. OTIS WORLDWIDE CORP     2025-08-22
143. OTIS WORLDWIDE CORP     2025-08-22
2. BOOKING HOLDINGS INC     2025-09-08
2. BOOKING HOLDINGS INC   2020-10-13 2025-09-08
70. BOSTON SCIENTIFIC CORP     2025-09-08
84. BOSTON SCIENTIFIC CORP     2025-09-08
1. CONOCOPHILLIPS   2022-02-08 2025-09-08
139. CONOCOPHILLIPS   2022-02-08 2025-09-08
2. CONOCOPHILLIPS   2022-02-08 2025-09-08
91. CONOCOPHILLIPS     2025-09-08
13. SALESFORCE.COM INC   2024-03-20 2025-09-08
11. SALESFORCE.COM INC   2024-03-20 2025-09-08
26. LINDE PLC   2019-04-08 2025-09-08
18. LINDE PLC   2019-04-08 2025-09-08
57. BOSTON SCIENTIFIC CORP     2025-09-09
7934.622 PIMCO UNCONSTRAINED BD FD INSTL CL*     2025-09-10
1926. VANGUARD INT-TERM CORPORATE   2023-12-04 2025-09-10
543. BRISTOL MYERS SQUIBB CO     2025-09-11
87. INGERSOLL RAND INC     2025-09-11
11. INGERSOLL RAND INC   2021-05-14 2025-09-11
12. INGERSOLL RAND INC   2021-05-14 2025-09-11
217. INGERSOLL RAND INC     2025-09-11
32. SALESFORCE.COM INC   2024-03-20 2025-09-11
61. SALESFORCE.COM INC   2024-03-20 2025-09-11
196. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-09-12
183. CONOCOPHILLIPS     2025-09-23
173. SALESFORCE.COM INC     2025-09-23
130. PROGRESSIVE CORP OHIO     2025-10-10
241. WELLS FARGO & CO NEW   2025-06-20 2025-10-10
41. WELLS FARGO & CO NEW   2021-03-03 2025-10-10
29853.992 BLACKROCK HIGH YIELD-K     2025-10-17
1251.702 FIDELITY 500 INDEX FUND   2024-12-04 2025-10-17
21091.566 PGIM HIGH YIELD-R6   2024-07-24 2025-10-17
99. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
524. VANGUARD EMERG MKTS GOV BND   2024-01-22 2025-10-17
524. VANGUARD MORTGAGE-BACKED SEC   2024-12-04 2025-10-17
7112. VANGUARD MORTGAGE-BACKED SEC   2024-12-04 2025-10-17
71. CANADIAN PACIFIC KANSAS CITY     2025-11-03
408. CANADIAN PACIFIC KANSAS CITY     2025-11-03
1. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
359. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
11. MCDONALDS CORP   2024-12-17 2025-11-03
54. MCDONALDS CORP   2024-12-17 2025-11-03
163. CANADIAN PACIFIC KANSAS CITY     2025-11-04
16. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
11. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
7993.963 EDGEWOOD GROWTH FUND   2013-02-05 2025-11-11
239. CONOCOPHILLIPS     2025-11-21
5. MARTIN MARIETTA MATLS INC   2023-11-09 2025-11-21
1. MARTIN MARIETTA MATLS INC   2023-11-09 2025-11-21
48. BROADCOM INC   2025-09-11 2025-11-24
10. MARTIN MARIETTA MATLS INC     2025-11-24
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2025-11-24
9. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-25
10. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-26
86. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-12-03
130. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-12-03
29. PEPSICO INC   2024-09-12 2025-12-03
83. PEPSICO INC     2025-12-03
43. SOUTHERN CO   2025-04-04 2025-12-03
94. SOUTHERN CO   2025-04-04 2025-12-03
38. ABBVIE INC   2023-10-27 2025-12-05
63. ALPHABET INC-CL C   2014-09-09 2025-12-05
42. AMAZON COM INC   2025-05-22 2025-12-05
48. AMAZON COM INC   2021-10-29 2025-12-05
18. AMERICAN EXPRESS CO   2020-12-03 2025-12-05
15. AMPHENOL CORP NEW CL A   2025-11-24 2025-12-05
87. APPLE COMPUTER INC   2025-09-08 2025-12-05
134. BANK OF AMERICA CORPORATION   2025-06-20 2025-12-05
6266.959 BLACKROCK HIGH YIELD-K     2025-12-05
1. BOOKING HOLDINGS INC   2020-10-13 2025-12-05
46. BOSTON SCIENTIFIC CORP     2025-12-05
33. BROADCOM INC     2025-12-05
114. CSX CORP   2025-11-03 2025-12-05
8. CADENCE DESIGN SYS INC   2024-11-14 2025-12-05
18. CONOCOPHILLIPS   2021-03-03 2025-12-05
2. COSTCO WHSL CORP NEW   2021-10-27 2025-12-05
49. DISNEY WALT CO   2024-11-21 2025-12-05
41. EQT CORPORATION     2025-12-05
21. ECOLAB INC   2025-10-17 2025-12-05
58. EXXON MOBIL CORP   2022-11-01 2025-12-05
32. FACEBOOK INC-A   2021-03-03 2025-12-05
483.132 FIDELITY INTL INDX   2020-06-18 2025-12-05
26. ARTHUR J GALLAGHER & CO   2022-03-08 2025-12-05
27. HILTON WORLDWIDE HOLDINGS IN     2025-12-05
27. HOWMET AEROSPACE INC     2025-12-05
6. INTUIT   2025-09-23 2025-12-05
725. JPMORGAN BETABUILDERS EUROPE ETF   2025-10-17 2025-12-05
900. JPMORGAN BETABUILDERS JAPAN ETF   2025-01-28 2025-12-05
386. JPMORGAN BETABUILDERS CANADA   2019-04-11 2025-12-05
208. JPMORGAN BETABUILDERS DEVELO   2022-02-09 2025-12-05
47. JOHNSON & JOHNSON   2025-10-10 2025-12-05
6. LILLY ELI & CO   2025-04-04 2025-12-05
32. LOWES COS INC   2025-09-08 2025-12-05
7. MARTIN MARIETTA MATLS INC   2023-11-08 2025-12-05
24. MASTERCARD INC - CLASS A   2025-10-10 2025-12-05
14. MCDONALDS CORP   2024-12-17 2025-12-05
4. MCDONALDS CORP   2024-05-17 2025-12-05
38. MICROSOFT CORP   2025-04-09 2025-12-05
29. MICROSOFT CORP     2025-12-05
37. MONDELEZ INTERNATIONAL-W/I     2025-12-05
56. MORGAN STANLEY DEAN WITTER & CO NEW   2022-10-05 2025-12-05
73. NEXTERA ENERGY INC   2024-09-12 2025-12-05
130. NVIDIA CORP   2025-04-04 2025-12-05
74. NVIDIA CORP   2023-03-07 2025-12-05
27. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2025-12-05
22. PEPSICO INC   2022-05-10 2025-12-05
1485.037 PIMCO MTGE OPPORTUNITIES IS   2025-09-10 2025-12-05
26. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-05
14. S&P GLOBAL INC   2022-12-02 2025-12-05
4. SERVICENOW INC   2025-09-08 2025-12-05
71. SOUTHERN CO     2025-12-05
18. STRYKER CORP   2023-09-13 2025-12-05
43. TJX COS INC NEW   2023-09-22 2025-12-05
16. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-06-20 2025-12-05
36. TEXAS INSTRS INC   2025-07-11 2025-12-05
10. THERMO ELECTRON CORP     2025-12-05
22. UNITEDHEALTH GROUP INC     2025-12-05
428. VANGUARD BD INDEX TOTAL BD MKT ETF   2025-11-11 2025-12-05
964. VANGUARD TOTAL INTL BOND ETF     2025-12-05
30. WAL MART STORES INC     2025-12-05
32. WASTE CONNECTIONS INC   2021-01-08 2025-12-05
106. WELLS FARGO & CO NEW   2021-03-03 2025-12-05
18. EATON CORP PLC     2025-12-05
11. LINDE PLC     2025-12-05
11. TRANE TECHNOLOGIES PLC     2025-12-05
3. ASML HOLDING NV-NY REG SHS   2020-03-05 2025-12-05
8. CONOCOPHILLIPS   2021-03-03 2025-12-24
39. CONOCOPHILLIPS   2021-03-03 2025-12-24
130. CONOCOPHILLIPS   2021-03-03 2025-12-24
1. CONOCOPHILLIPS   2021-03-03 2025-12-24
41. PROGRESSIVE CORP OHIO     2025-12-24
6. CONOCOPHILLIPS   2021-03-03 2025-12-26
70. CONOCOPHILLIPS     2025-12-26
59. CONOCOPHILLIPS     2025-12-26
39. PROGRESSIVE CORP OHIO     2025-12-26
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 69     69
b 2,820   1,487 1,333
c 20,676   10,747 9,929
d 8,797   815 7,982
e 22,800   20,483 2,317
149   133 16
9,995   8,887 1,108
536,269   456,842 79,427
1,268   1,150 118
62     62
21,337   18,561 2,776
1,532   874 658
434   250 184
872   499 373
16,748   17,911 -1,163
635   680 -45
2,962   586 2,376
17,351   3,206 14,145
5,760   1,062 4,698
8,738   1,600 7,138
6,214   1,132 5,082
6,407   1,171 5,236
31,558   31,408 150
14,238   14,519 -281
43,591   34,736 8,855
21,945   13,289 8,656
13,898   13,964 -66
17,030   18,186 -1,156
19,729   20,638 -909
24,808   4,109 20,699
4,125   2,393 1,732
2,388   1,402 986
34,348   17,026 17,322
399   185 214
8,314   3,887 4,427
1,992   925 1,067
798   370 428
954   463 491
1,923   925 998
40,971   13,130 27,841
127,608   87,365 40,243
135,007   117,535 17,472
83,862   51,631 32,231
22,353   13,762 8,591
12,572   13,252 -680
20,900   16,097 4,803
4,252   3,892 360
21,794   15,651 6,143
23,947   24,197 -250
19,500   16,923 2,577
4,138   3,136 1,002
43,270   32,428 10,842
69,119   41,884 27,235
530   618 -88
12,720   14,834 -2,114
22,259   14,268 7,991
21,107   32,743 -11,636
4,632   6,415 -1,783
530   634 -104
12,274   14,668 -2,394
2,539   3,039 -500
7,976   9,506 -1,530
5,954   6,999 -1,045
19,452   22,877 -3,425
886   1,045 -159
9,960   11,154 -1,194
12,643   14,221 -1,578
11,200   3,845 7,355
11,133   3,617 7,516
7,582   3,024 4,558
9,080   3,627 5,453
91   91  
12,670   12,690 -20
182   183 -1
8,273   7,498 775
3,268   3,956 -688
2,762   3,347 -585
12,306   4,806 7,500
8,518   3,327 5,191
6,188   2,097 4,091
81,489   85,418 -3,929
162,245   151,579 10,666
25,860   31,254 -5,394
7,129   4,216 2,913
893   532 361
975   581 394
17,613   10,496 7,117
7,861   9,738 -1,877
15,031   18,563 -3,532
9,242   11,056 -1,814
17,132   14,036 3,096
42,504   49,351 -6,847
31,259   15,730 15,529
18,800   18,172 628
3,198   1,559 1,639
215,247   212,019 3,228
289,844   265,148 24,696
102,505   100,185 2,320
32,742   37,652 -4,910
35,231   32,810 2,421
24,772   24,249 523
336,198   329,122 7,076
5,023   5,796 -773
28,834   29,636 -802
71   69 2
25,310   24,743 567
3,254   3,264 -10
15,979   16,024 -45
11,491   11,018 473
1,128   1,077 51
775   741 34
379,873   116,872 263,001
20,908   13,949 6,959
3,023   2,270 753
606   454 152
17,954   17,452 502
6,027   4,538 1,489
990   292 698
5,533   4,061 1,472
6,226   4,512 1,714
4,816   6,174 -1,358
7,257   9,333 -2,076
4,321   5,141 -820
12,298   14,507 -2,209
3,803   3,936 -133
8,209   8,604 -395
8,588   5,208 3,380
20,247   1,836 18,411
9,634   8,511 1,123
11,011   8,042 2,969
6,713   2,208 4,505
2,061   2,068 -7
24,281   20,816 3,465
7,249   6,103 1,146
45,435   44,310 1,125
5,137   1,808 3,329
4,519   1,081 3,438
12,776   11,983 793
4,149   4,087 62
2,697   2,424 273
1,696   967 729
1,798   977 821
5,151   5,647 -496
2,520   2,350 170
5,485   5,812 -327
6,838   6,459 379
21,408   8,312 13,096
29,659   18,635 11,024
6,251   3,943 2,308
7,392   3,433 3,959
5,159   4,969 190
4,030   4,192 -162
51,935   51,275 660
62,285   50,261 12,024
35,313   18,837 16,476
11,666   11,264 402
9,494   8,949 545
6,072   4,543 1,529
7,921   8,708 -787
4,361   3,159 1,202
13,148   13,417 -269
4,344   4,154 190
1,241   1,089 152
18,208   13,670 4,538
13,895   7,260 6,635
2,077   2,383 -306
9,877   4,653 5,224
6,121   6,101 20
23,638   12,575 11,063
13,456   1,761 11,695
4,180   3,917 263
3,202   3,775 -573
13,974   14,034 -60
5,813   3,110 2,703
6,985   5,044 1,941
3,415   3,765 -350
6,185   6,193 -8
6,579   5,328 1,251
6,506   3,848 2,658
4,749   3,350 1,399
6,618   7,919 -1,301
5,747   5,555 192
7,256   11,476 -4,220
31,755   31,897 -142
47,540   49,174 -1,634
3,474   3,030 444
5,562   3,359 2,203
9,548   4,029 5,519
6,090   2,472 3,618
4,415   1,990 2,425
4,403   4,801 -398
3,321   877 2,444
734   430 304
3,603   2,095 1,508
11,994   6,985 5,009
92   54 38
9,337   4,896 4,441
554   322 232
6,393   3,750 2,643
5,435   3,125 2,310
8,859   4,615 4,244
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
      3,279
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       69
b       1,333
c       9,929
d       7,982
e       2,317
      16
      1,108
      79,427
      118
      62
      2,776
      658
      184
      373
      -1,163
      -45
      2,376
      14,145
      4,698
      7,138
      5,082
      5,236
      150
      -281
      8,855
      8,656
      -66
      -1,156
      -909
      20,699
      1,732
      986
      17,322
      214
      4,427
      1,067
      428
      491
      998
      27,841
      40,243
      17,472
      32,231
      8,591
      -680
      4,803
      360
      6,143
      -250
      2,577
      1,002
      10,842
      27,235
      -88
      -2,114
      7,991
      -11,636
      -1,783
      -104
      -2,394
      -500
      -1,530
      -1,045
      -3,425
      -159
      -1,194
      -1,578
      7,355
      7,516
      4,558
      5,453
       
      -20
      -1
      775
      -688
      -585
      7,500
      5,191
      4,091
      -3,929
      10,666
      -5,394
      2,913
      361
      394
      7,117
      -1,877
      -3,532
      -1,814
      3,096
      -6,847
      15,529
      628
      1,639
      3,228
      24,696
      2,320
      -4,910
      2,421
      523
      7,076
      -773
      -802
      2
      567
      -10
      -45
      473
      51
      34
      263,001
      6,959
      753
      152
      502
      1,489
      698
      1,472
      1,714
      -1,358
      -2,076
      -820
      -2,209
      -133
      -395
      3,380
      18,411
      1,123
      2,969
      4,505
      -7
      3,465
      1,146
      1,125
      3,329
      3,438
      793
      62
      273
      729
      821
      -496
      170
      -327
      379
      13,096
      11,024
      2,308
      3,959
      190
      -162
      660
      12,024
      16,476
      402
      545
      1,529
      -787
      1,202
      -269
      190
      152
      4,538
      6,635
      -306
      5,224
      20
      11,063
      11,695
      263
      -573
      -60
      2,703
      1,941
      -350
      -8
      1,251
      2,658
      1,399
      -1,301
      192
      -4,220
      -142
      -1,634
      444
      2,203
      5,519
      3,618
      2,425
      -398
      2,444
      304
      1,508
      5,009
      38
      4,441
      232
      2,643
      2,310
      4,244
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 920,056
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 18,040
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 18,040
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 18,040
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,748
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 10,748
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 7,292
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)
NY
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 ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+460603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
2 		166,341    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
MR DAVID L SMITH CO-TRUSTEE
1 		26,233    
380 ELK MT SCENIC HIGHWAY
ASHEVILLE,NC28804
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
18,390,161
b
Average of monthly cash balances.......................
1b
249,602
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
18,639,763
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
18,639,763
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
279,596
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,360,167
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
918,008
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
918,008
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
18,040
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,040
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
899,968
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
899,968
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
899,968
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
866,483
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
866,483
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 7 899,968
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 755,788
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: $ 866,483
a Applied to 2024, but not more than line 2a 755,788
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..... 110,695
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 .......... 		789,273
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JPMORGAN CHASE BANK NA
MARY ANNE BERKERY
PARK AVE NEW YORK,NY100017201
(800) 496-2583
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

NEW YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024 		NONE   GENERAL 135,000

FUND FOR PUBLIC SCHOOLS

52 CHAMBERS ST
NEW YORK,NY10007 		NONE   GENERAL 150,000

BARNARD COLLEGE

3009 BROADWAY
NEW YORK,NY10027 		NONE   GENERAL 125,000

WHITNEY MUSEUM OF AMERICAN ART

945 MADISON AVE 75TH ST
NEW YORK,NY10021 		NONE   GENERAL 175,000

BRONX MUSEUM OF THE ARTS

1040 GRAND CONCOURSE
BRONX,NY10456 		NONE   GENERAL 100,000

ASHEVILLE ART MUSEUM

2 SOUTH PACK SQUARE
ASHEVILLE,NC28801 		NONE   GENERAL 75,000
Total ................................. 3a 760,000
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 ....     14 476,002  
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 ............ 		    18 920,056  
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) ..   1,396,058  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,396,058
(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


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Form 990-PF (2025)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Name of Bond End of Year Book Value End of Year Fair Market Value
54401E143 LORD ABBETT SHRT DUR 390,666 384,799
74440Y884 PGIM HIGH YIELD-R6 94,800 97,308
92206C771 VANGUARD MORTGAGE-BA 191,587 194,911
921937835 VANGUARD TOTAL BOND 563,888 574,783
09260B614 BLACKROCK HIGH YIELD 184,031 189,725
92203J407 VANGUARD TOTAL INTL 1,179,986 1,158,134
92206C870 VANGUARD INT-TERM CO 181,257 193,044
921946885 VANGUARD EMERG MKTS 54,663 58,866
46429B267 ISHARES US TREASURY 195,699 193,410

TY 2025 InvestmentsCorpStockSchedule
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 19,422 85,338
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
464287465 ISHARES MSCI EAFE ET 530,519 914,110
532457108 ELI LILLY AND COMPAN 11,310 85,974
548661107 LOWE'S COS INC 75,829 116,963
594918104 MICROSOFT CORP 33,539 580,828
609207105 MONDELEZ INTERNATION 18,724 33,751
617446448 MORGAN STANLEY 24,996 158,889
713448108 PEPSICO INC 38,773 54,251
882508104 TEXAS INSTRUMENTS IN 71,318 116,932
949746101 WELLS FARGO & CO 52,101 147,629
0075W0759 EDGEWOOD GROWTH FUND    
02079K107 ALPHABET INC-CL C 23,137 369,029
30303M102 META PLATFORMS INC-C 77,120 338,626
57636Q104 MASTERCARD INC - A 37,467 202,662
65339F101 NEXTERA ENERGY INC 61,255 87,666
91324P102 UNITEDHEALTH GROUP I 32,893 117,849
94106B101 WASTE CONNECTIONS IN 20,506 55,063
023135106 AMAZON.COM INC 83,517 390,086
037833100 APPLE INC 86,792 460,531
060505104 BANK OF AMERICA CORP 53,131 137,390
46432F842 ISHARES CORE MSCI EA 296,642 429,497
655844108 NORFOLK SOUTHERN COR    
67066G104 NVIDIA CORP 45,528 716,906
025816109 AMERICAN EXPRESS CO 32,479 107,286
315911750 FIDELITY 500 INDEX F 1,878,171 3,751,110
00287Y109 ABBVIE INC 47,886 140,521
315911727 FIDELITY INTL INDX-I    
337738108 FISERV INC    
580135101 MCDONALD'S CORP 70,352 93,217
N6596X109 NXP SEMICONDUCTORS N    
09857L108 BOOKING HOLDINGS INC 42,071 133,883
461202103 INTUIT INC 59,764 57,631
883556102 THERMO FISHER SCIENT 70,389 89,815
N07059210 ASML HOLDING NV-NY R 11,988 43,864
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 26,856 47,429
363576109 ARTHUR J GALLAGHER & 36,726 67,285
43300A203 HILTON WORLDWIDE HOL 35,014 79,568
45687V106 INGERSOLL RAND INC    
46120E602 INTUITIVE SURGICAL I    
46641Q191 JPMORGAN BETABUILDER 1,288,737 1,573,238
46641Q217 JPMORGAN BETABUILDER 263,570 366,526
46641Q225 JPMORGAN BETABUILDER 197,795 392,367
46641Q233 JPMORGAN BETABUILDER 259,110 289,269
679580100 OLD DOMINION FREIGHT 38,735 43,120
75886F107 REGENERON PHARMACEUT    
G29183103 EATON CORP PLC 37,102 89,501
30231G102 EXXON MOBIL CORP 77,780 129,847
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP 36,442 71,049
78409V104 S&P GLOBAL INC 47,782 70,027
573284106 MARTIN MARIETTA MATE 47,751 71,606
842587107 THE SOUTHERN COMPANY 88,472 103,768
863667101 STRYKER CORP 54,394 64,670
872540109 TJX COMPANIES INC 34,350 64,977
G54950103 LINDE PLC 33,308 86,557
11135F101 BROADCOM INC 139,438 196,585
127387108 CADENCE DESIGN SYS I 42,427 43,761
254687106 WALT DISNEY CO/THE 97,344 97,501
68902V107 OTIS WORLDWIDE CORP    
79466L302 SALESFORCE INC    
824348106 SHERWIN-WILLIAMS CO/    
032095101 AMPHENOL CORP-CL A 64,771 63,651
126408103 CSX CORP 71,505 72,428
26884L109 EQT CORP 62,867 60,300
278865100 ECOLAB INC 79,872 80,594
29364G103 ENTERGY CORP 40,626 40,022
443201108 HOWMET AEROSPACE INC 76,394 99,025
478160104 JOHNSON & JOHNSON 115,593 144,658
81762P102 SERVICENOW INC 69,258 56,680
874039100 TAIWAN SEMICONDUCTOR 59,160 89,648
931142103 WALMART INC 55,546 63,392
G8994E103 TRANE TECHNOLOGIES P 84,025 82,121

TY 2025 InvestmentsOtherSchedule2
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 359,902 366,614
64128R608 NEUBERGER BERM LNG S AT COST 152,865 200,796
72201M487 PIMCO DYNAMIC BOND-I      
024525669 AMERICAN BEACON AHL AT COST 75,960 72,318
72201U638 PIMCO MRTG OPP & BND AT COST 383,653 384,737
09258N703 BR GLOB EQ MARK NEUT AT COST 96,963 97,162

TY 2025 OtherDecreasesSchedule
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Description Amount
2025 TRANSACTIONS POSTED IN 2026 6,516
ROUNDING 10
MUTUAL FUND ADJUSTMENT 3


TY 2025 OtherExpensesSchedule
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 750 0   750
OTHER PROFESSIONAL FEES 3,402 0   3,402


TY 2025 OtherIncreasesSchedule
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Description Amount
2024 TRANSACTIONS POSTED IN 2025 8,092
RETURN OF CAPITAL ADJUSTMENT 38


TY 2025 TaxesSchedule
Name:
EDITH & F M ACHILLES MEM FUND XXXXX0001
EIN:
13-7102170
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 836 836   0
FEDERAL TAX PAYMENT - PRIOR YE 9,125 0   0
FEDERAL ESTIMATES - INCOME 10,748 0   0
FOREIGN TAXES ON QUALIFIED FOR 6,303 6,303   0
FOREIGN TAXES ON NONQUALIFIED 767 767   0