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
FRANCIS ALGER & CHARLES BURRALL PIKE TR
 
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

36-6015957
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)$6,301,190J 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... 199,546 199,533  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 148,662
b Gross sales price for all assets on line 6a 1,028,899
7 Capital gain net income (from Part IV, line 2)... 148,662
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........ 348,208 348,195  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 62,312 41,289   21,023
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
6,892 2,029   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.......... 69,219 43,318 0 21,038
25 Contributions, gifts, grants paid....... 261,475 261,475
26 Total expenses and disbursements. Add lines 24 and 25 ................ 330,694 43,318 0 282,513
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,514
b Net investment income (if negative, enter -0-) 304,877
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............. 13,878 19,405 19,405
2 Savings and temporary cash investments......... 58,589 63,260 63,260
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)....... 1,947,384 Click to see attachment
List of Attached Documents:
// Content
1,786,924 		3,571,458
c Investments—corporate bonds (attach schedule)....... 2,259,036 Click to see attachment
List of Attached Documents:
// Content
2,346,988 		2,269,116
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 287,514 Click to see attachment
List of Attached Documents:
// Content
367,430 		377,951
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,566,401 4,584,007 6,301,190
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,566,401 4,584,007
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,566,401 4,584,007
30 Total liabilities and net assets/fund balances (see instructions). 4,566,401 4,584,007
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,566,401
2
Enter amount from Part I, line 27a .....................
2
17,514
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3,415
4
Add lines 1, 2, and 3 ..........................
4
4,587,330
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,323
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,584,007
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 1. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
c 3. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
d 2. LILLY ELI & CO   2016-12-16 2025-01-27
e 76. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
1. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
33. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
4. MONSTER BEVERAGE CORP   2022-06-17 2025-01-28
. VALEANT PHARMACEUTICALS INTE     2025-02-10
17. APPLE COMPUTER INC   2024-06-05 2025-02-13
5. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
2. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
2. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
13. HONEYWELL INTL INC   2025-01-24 2025-03-25
3. HONEYWELL INTL INC   2010-02-01 2025-03-25
13. HONEYWELL INTL INC   2010-02-01 2025-03-26
5. HONEYWELL INTL INC   2010-02-01 2025-03-26
7. HONEYWELL INTL INC   2010-02-01 2025-03-26
5. HONEYWELL INTL INC   2010-02-01 2025-03-27
4. HONEYWELL INTL INC   2010-02-01 2025-03-27
27. APPLE COMPUTER INC   2024-04-12 2025-04-04
13. APPLE COMPUTER INC   2024-04-12 2025-04-09
32. NORFOLK SOUTHN CORP   2017-02-01 2025-04-09
17. NORFOLK SOUTHN CORP   2017-01-30 2025-04-09
3. REGENERON PHARMACEUTICALS INC   2021-10-12 2025-04-28
26. EXXON MOBIL CORP   2022-11-01 2025-05-01
29. EXXON MOBIL CORP   2022-11-01 2025-05-01
21. ALPHABET INC-CL C   2012-09-26 2025-05-22
3. NXP SEMICONDUCTORS NV   2019-02-21 2025-05-22
2. NXP SEMICONDUCTORS NV   2019-02-21 2025-05-22
29. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
6. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
2. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-23
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-23
358.336 FIDELITY 500 INDEX FUND   2024-12-03 2025-06-03
121. JPMORGAN BETABUILDERS JAPAN ETF   2024-08-05 2025-06-03
200. JPMORGAN BETABUILDERS JAPAN ETF   2020-01-06 2025-06-03
151. JPMORGAN BETABUILDERS CANADA   2023-02-24 2025-06-03
180. JPMORGAN BETABUILDERS DEVELO   2021-02-01 2025-06-03
505.209 SIX CIRCLES US UNCONSTR EQ   2024-12-31 2025-06-03
500.016 SIX CIRCLES US UNCONSTR EQ   2021-02-16 2025-06-03
4991.697 SIX CIRCLES INTL UNCON EQ   2024-08-05 2025-06-03
3230.191 SIX CIRCLES INTL UNCON EQ   2021-10-29 2025-06-03
230.722 FIDELITY 500 INDEX FUND   2024-12-03 2025-06-06
2457.77 SIX CIRCLES GLOBAL BOND   2020-09-23 2025-06-06
23. FISERV INC   2024-09-12 2025-06-20
21. FISERV INC   2023-07-07 2025-06-20
1. MASTERCARD INC - CLASS A   2024-09-12 2025-06-20
6. MASTERCARD INC - CLASS A   2021-02-24 2025-06-20
8. REGENERON PHARMACEUTICALS INC   2021-01-28 2025-06-20
12. BROADCOM INC   2024-12-17 2025-07-11
4. FISERV INC   2023-07-07 2025-07-11
43. FISERV INC   2023-07-07 2025-07-11
21. INTUITIVE SURGICAL INC NEW   2021-09-15 2025-07-11
1. INGERSOLL RAND INC   2025-07-11 2025-08-01
32. INGERSOLL RAND INC   2025-07-11 2025-08-01
44. INGERSOLL RAND INC   2021-05-17 2025-08-01
108. BRISTOL MYERS SQUIBB CO   2019-11-21 2025-08-21
23. BRISTOL MYERS SQUIBB CO   2019-11-21 2025-08-21
1. OTIS WORLDWIDE CORP   2024-10-14 2025-08-21
24. OTIS WORLDWIDE CORP   2024-10-14 2025-08-21
5. OTIS WORLDWIDE CORP   2024-10-02 2025-08-21
15. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
11. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
35. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
2. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
18. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
23. OTIS WORLDWIDE CORP   2024-11-01 2025-08-22
1. BOOKING HOLDINGS INC   2020-09-30 2025-09-08
11. BOSTON SCIENTIFIC CORP   2021-12-30 2025-09-08
14. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
23. CONOCOPHILLIPS   2022-01-05 2025-09-08
16. CONOCOPHILLIPS   2022-01-05 2025-09-08
10. SALESFORCE.COM INC   2024-03-20 2025-09-08
8. SALESFORCE.COM INC   2024-03-20 2025-09-08
5. LINDE PLC   2018-12-11 2025-09-08
3. LINDE PLC   2018-12-11 2025-09-08
9. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-09
594. ISHARES TR 7-10 YR TREAS INDEX FD   2023-01-18 2025-09-10
3052.67 PIMCO MTGE OPPORTUNITIES IS   2022-05-05 2025-09-10
22. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-11
68. BRISTOL MYERS SQUIBB CO   2019-11-21 2025-09-11
14. INGERSOLL RAND INC   2021-05-14 2025-09-11
2. INGERSOLL RAND INC   2021-05-14 2025-09-11
2. INGERSOLL RAND INC   2021-05-14 2025-09-11
36. INGERSOLL RAND INC   2021-05-14 2025-09-11
6. SALESFORCE.COM INC   2024-03-20 2025-09-11
10. SALESFORCE.COM INC   2024-03-20 2025-09-11
32. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-12
30. CONOCOPHILLIPS   2022-01-05 2025-09-23
16. SALESFORCE.COM INC   2024-10-01 2025-09-23
12. SALESFORCE.COM INC   2024-04-12 2025-09-23
21. PROGRESSIVE CORP OHIO   2022-04-07 2025-10-10
42. WELLS FARGO & CO NEW   2025-06-20 2025-10-10
6. WELLS FARGO & CO NEW   2021-03-03 2025-10-10
2. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
11. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
2. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
13097.15 SIX CIRCLES CREDIT OPPORT   2024-01-31 2025-10-21
13. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-21
2557. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-21
325. VANGUARD INT-TERM CORPORATE   2023-12-04 2025-10-21
8. ABBVIE INC   2019-11-11 2025-10-23
16. ALPHABET INC-CL C   2012-08-13 2025-10-23
8. AMAZON COM INC   2025-05-22 2025-10-23
1. AMAZON COM INC   2025-05-22 2025-10-23
14. AMAZON COM INC   2015-03-12 2025-10-23
3. AMERICAN EXPRESS CO   2019-05-15 2025-10-23
22. APPLE COMPUTER INC   2025-09-08 2025-10-23
34. BANK OF AMERICA CORPORATION   2025-06-20 2025-10-23
11. BOSTON SCIENTIFIC CORP   2016-12-05 2025-10-23
8. BROADCOM INC   2025-09-11 2025-10-23
2. CADENCE DESIGN SYS INC   2024-11-13 2025-10-23
4. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-10-23
9. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-10-23
8. CONOCOPHILLIPS   2021-03-18 2025-10-23
1. COSTCO WHSL CORP NEW   2021-10-27 2025-10-23
9. DISNEY WALT CO   2024-11-21 2025-10-23
4. ECOLAB INC   2025-10-17 2025-10-23
15. EXXON MOBIL CORP   2022-11-01 2025-10-23
7. FACEBOOK INC-A   2021-03-05 2025-10-23
3. ARTHUR J GALLAGHER & CO   2022-03-08 2025-10-23
4. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2025-10-23
6. HOWMET AEROSPACE INC   2025-09-11 2025-10-23
1. INTUIT   2025-09-23 2025-10-23
11. JOHNSON & JOHNSON   2025-10-10 2025-10-23
1. LILLY ELI & CO   2025-04-04 2025-10-23
6. LOWES COS INC   2025-09-08 2025-10-23
2. MARTIN MARIETTA MATLS INC   2023-11-09 2025-10-23
4. MASTERCARD INC - CLASS A   2025-10-10 2025-10-23
1. MASTERCARD INC - CLASS A   2021-03-05 2025-10-23
5. MCDONALDS CORP   2024-12-17 2025-10-23
7. MICROSOFT CORP   2025-04-09 2025-10-23
9. MICROSOFT CORP   2011-08-11 2025-10-23
11. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-10-23
12. MORGAN STANLEY DEAN WITTER & CO NEW   2013-01-16 2025-10-23
16. NEXTERA ENERGY INC   2024-09-12 2025-10-23
21. NVIDIA CORP   2025-04-04 2025-10-23
31. NVIDIA CORP   2023-03-07 2025-10-23
4. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2025-10-23
7. PEPSICO INC   2024-09-12 2025-10-23
6. PROGRESSIVE CORP OHIO   2022-04-07 2025-10-23
1. S&P GLOBAL INC   2022-12-02 2025-10-23
1. SERVICENOW INC   2025-09-08 2025-10-23
18. SOUTHERN CO   2025-04-04 2025-10-23
2. STRYKER CORP   2023-09-13 2025-10-23
6. TJX COS INC NEW   2023-09-22 2025-10-23
4. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-06-20 2025-10-23
9. TEXAS INSTRS INC   2025-07-11 2025-10-23
2. THERMO ELECTRON CORP   2024-01-29 2025-10-23
5. UNITEDHEALTH GROUP INC   2010-12-02 2025-10-23
8. WAL MART STORES INC   2025-01-30 2025-10-23
5. WASTE CONNECTIONS INC   2021-01-08 2025-10-23
24. WELLS FARGO & CO NEW   2021-03-03 2025-10-23
4. EATON CORP PLC   2021-03-03 2025-10-23
2. LINDE PLC   2018-12-11 2025-10-23
2. TRANE TECHNOLOGIES PLC   2025-08-01 2025-10-23
1. ASML HOLDING NV-NY REG SHS   2024-11-13 2025-10-23
11. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-03
62. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
55. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
2. MCDONALDS CORP   2024-12-17 2025-11-03
6. MCDONALDS CORP   2024-12-17 2025-11-03
2. MCDONALDS CORP   2024-05-17 2025-11-03
25. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
2. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
2. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
36. CONOCOPHILLIPS   2021-03-03 2025-11-21
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-21
8. BROADCOM INC   2025-09-11 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-24
2. ASML HOLDING NV-NY REG SHS   2024-11-13 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-25
2. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-26
11. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-12-03
16. MONDELEZ INTERNATIONAL-W/I   2011-09-09 2025-12-03
4. PEPSICO INC   2024-09-12 2025-12-03
12. PEPSICO INC   2016-02-24 2025-12-03
7. SOUTHERN CO   2025-04-04 2025-12-03
15. SOUTHERN CO   2024-12-17 2025-12-03
1. CONOCOPHILLIPS   2021-03-03 2025-12-24
6. CONOCOPHILLIPS   2021-03-03 2025-12-24
21. CONOCOPHILLIPS   2021-03-03 2025-12-24
7. PROGRESSIVE CORP OHIO   2022-04-08 2025-12-24
1. CONOCOPHILLIPS   2021-03-03 2025-12-26
11. CONOCOPHILLIPS   2021-03-03 2025-12-26
10. CONOCOPHILLIPS   2021-03-03 2025-12-26
6. PROGRESSIVE CORP OHIO   2022-04-07 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    
(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 26     26
b 940   488 452
c 2,820   1,465 1,355
d 1,600   145 1,455
e 3,759   3,369 390
50   44 6
1,641   1,459 182
195   177 18
24     24
4,030   3,461 569
1,095   1,118 -23
434   447 -13
436   447 -11
2,756   2,947 -191
635   112 523
2,785   486 2,299
1,067   187 880
1,492   261 1,231
1,071   187 884
854   149 705
5,325   5,261 64
2,314   2,295 19
6,771   4,318 2,453
3,519   2,021 1,498
1,813   1,736 77
2,767   2,917 -150
3,093   3,230 -137
3,695   395 3,300
619   282 337
398   188 210
5,791   2,687 3,104
199   93 106
1,188   555 633
398   185 213
200   93 107
191   93 98
192   93 99
74,434   75,475 -1,041
7,344   6,529 815
12,139   9,845 2,294
11,974   9,008 2,966
9,613   9,952 -339
8,962   8,796 166
8,870   7,135 1,735
63,944   56,412 7,532
41,379   36,437 4,942
48,179   47,721 458
20,866   24,415 -3,549
3,755   4,057 -302
3,429   2,640 789
532   487 45
3,189   2,188 1,001
4,076   4,096 -20
3,296   2,860 436
662   502 160
7,156   5,367 1,789
10,752   6,362 4,390
76   88 -12
2,423   2,825 -402
3,331   2,135 1,196
5,240   7,266 -2,026
1,121   1,286 -165
88   106 -18
2,119   2,532 -413
438   524 -86
1,315   1,558 -243
977   1,141 -164
3,109   3,626 -517
177   199 -22
1,601   1,792 -191
2,033   2,287 -254
5,600   1,709 3,891
1,191   475 716
1,513   468 1,045
2,097   2,042 55
1,455   1,228 227
2,514   3,043 -529
2,009   2,434 -425
2,367   803 1,564
1,420   482 938
977   186 791
57,680   58,183 -503
28,848   29,953 -1,105
1,048   1,158 -110
3,238   3,801 -563
1,147   678 469
162   97 65
163   97 66
2,922   1,741 1,181
1,474   1,826 -352
2,464   3,026 -562
1,509   1,685 -176
2,809   2,300 509
3,931   4,335 -404
2,948   3,151 -203
5,050   2,516 2,534
3,276   3,167 109
468   228 240
660   761 -101
3,637   4,184 -547
331   380 -49
661   761 -100
119,053   115,614 3,439
616   600 16
121,208   117,951 3,257
27,510   25,846 1,664
1,825   706 1,119
4,066   274 3,792
1,760   1,621 139
220   203 17
3,081   970 2,111
1,056   353 703
5,693   5,264 429
1,751   1,549 202
1,135   228 907
2,766   2,909 -143
662   617 45
304   327 -23
684   735 -51
721   456 265
939   488 451
1,012   1,037 -25
1,099   1,104 -5
1,736   1,671 65
5,169   1,803 3,366
847   453 394
1,085   508 577
1,177   1,104 73
672   699 -27
2,115   2,094 21
816   757 59
1,449   1,633 -184
1,250   908 342
2,294   2,236 58
574   354 220
1,537   1,484 53
3,653   2,518 1,135
4,697   222 4,475
676   790 -114
1,903   747 1,156
1,323   1,337 -14
3,820   2,031 1,789
5,639   738 4,901
547   580 -33
1,065   1,237 -172
1,323   718 605
481   360 121
929   941 -12
1,740   1,648 92
759   592 167
859   537 322
1,172   837 335
1,542   1,980 -438
1,133   1,108 25
1,791   1,464 327
851   803 48
889   525 364
2,024   912 1,112
1,466   549 917
900   321 579
822   873 -51
1,028   663 365
778   898 -120
4,382   4,374 8
3,878   3,791 87
592   593 -1
1,775   1,780 -5
592   544 48
1,762   1,688 74
141   135 6
141   135 6
3,149   1,941 1,208
605   451 154
2,992   2,904 88
603   451 152
1,980   1,327 653
615   451 164
1,245   902 343
616   790 -174
893   799 94
596   702 -106
1,778   1,929 -151
619   641 -22
1,310   1,273 37
92   54 38
554   322 232
1,937   1,128 809
1,594   829 765
92   54 38
1,005   588 417
921   530 391
1,363   708 655
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
      49,034
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       26
b       452
c       1,355
d       1,455
e       390
      6
      182
      18
      24
      569
      -23
      -13
      -11
      -191
      523
      2,299
      880
      1,231
      884
      705
      64
      19
      2,453
      1,498
      77
      -150
      -137
      3,300
      337
      210
      3,104
      106
      633
      213
      107
      98
      99
      -1,041
      815
      2,294
      2,966
      -339
      166
      1,735
      7,532
      4,942
      458
      -3,549
      -302
      789
      45
      1,001
      -20
      436
      160
      1,789
      4,390
      -12
      -402
      1,196
      -2,026
      -165
      -18
      -413
      -86
      -243
      -164
      -517
      -22
      -191
      -254
      3,891
      716
      1,045
      55
      227
      -529
      -425
      1,564
      938
      791
      -503
      -1,105
      -110
      -563
      469
      65
      66
      1,181
      -352
      -562
      -176
      509
      -404
      -203
      2,534
      109
      240
      -101
      -547
      -49
      -100
      3,439
      16
      3,257
      1,664
      1,119
      3,792
      139
      17
      2,111
      703
      429
      202
      907
      -143
      45
      -23
      -51
      265
      451
      -25
      -5
      65
      3,366
      394
      577
      73
      -27
      21
      59
      -184
      342
      58
      220
      53
      1,135
      4,475
      -114
      1,156
      -14
      1,789
      4,901
      -33
      -172
      605
      121
      -12
      92
      167
      322
      335
      -438
      25
      327
      48
      364
      1,112
      917
      579
      -51
      365
      -120
      8
      87
      -1
      -5
      48
      74
      6
      6
      1,208
      154
      88
      152
      653
      164
      343
      -174
      94
      -106
      -151
      -22
      37
      38
      232
      809
      765
      38
      417
      391
      655
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 148,662
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 4,238
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 4,238
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 4,238
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,148
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 4,148
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 90
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofJP MORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN ST MC IL1-0111CHICAGOIL 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 		62,312    
10 S DEARBORN ST MC IL1-0111
CHICAGO,IL60603
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,946,803
b
Average of monthly cash balances.......................
1b
86,487
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,033,290
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
6,033,290
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
90,499
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,942,791
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
297,140
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
297,140
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,238
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,238
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
292,902
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
292,902
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
292,902
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
282,513
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
282,513
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 7 292,902
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 261,475
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: $ 282,513
a Applied to 2024, but not more than line 2a 261,475
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..... 21,038
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 .......... 		271,864
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 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

CHICAGO HISTORICAL SOCIETY

1601 N CLARK STREET
CHICAGO,IL60614 		NONE   GENERAL 261,475
Total ................................. 3a 261,475
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 ....     14 199,546  
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 ............ 		    18 148,662  
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) ..   348,208  
13Total. Add line 12, columns (b), (d), and (e)..................
13
348,208
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
FRANCIS ALGER & CHARLES BURRALL PIKE TR
EIN:
36-6015957
Name of Bond End of Year Book Value End of Year Fair Market Value
92203J308 VANGUARD TTL INTL BN 188,404 167,558
921937603 VANGUARD TTL BD MKT 60,049 56,195
54401E143 LORD ABBETT SHRT DUR 131,094 126,142
72201F490 PIMCO INCOME FUND-IN 66,580 64,089
83002G108 SIX CIRCLES ULTR SHR 63,063 63,071
83002G702 SIX CIRCLES GLOBAL B 1,063,450 1,009,135
83002G884 SIX CIRCLES CREDIT O 120,106 126,142
921937835 VANGUARD TOTAL BOND 129,681 131,326
92203J407 VANGUARD TOTAL INTL 214,372 210,675
464287440 ISHARES 7-10 YEAR TR    
92206C870 VANGUARD INT-TERM CO 90,494 96,061
92206C771 VANGUARD MORTGAGE-BA 60,152 61,392
46429B267 ISHARES US TREASURY 159,543 157,330

TY 2025 InvestmentsCorpStockSchedule
Name:
FRANCIS ALGER & CHARLES BURRALL PIKE TR
EIN:
36-6015957
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 2,972 13,730
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
532457108 ELI LILLY AND COMPAN 1,630 13,971
548661107 LOWE'S COS INC 12,570 19,052
594918104 MICROSOFT CORP 3,877 93,339
609207105 MONDELEZ INTERNATION 2,198 5,437
617446448 MORGAN STANLEY 2,958 25,564
713448108 PEPSICO INC 5,785 8,755
882508104 TEXAS INSTRUMENTS IN 9,168 18,737
949746101 WELLS FARGO & CO 8,213 23,673
02079K107 ALPHABET INC-CL C 2,751 59,308
30303M102 META PLATFORMS INC-C 8,829 54,127
57636Q104 MASTERCARD INC - A 4,140 32,540
65339F101 NEXTERA ENERGY INC 8,767 14,049
78462F103 SPDR S&P 500 ETF TRU 187,759 726,927
91324P102 UNITEDHEALTH GROUP I 2,159 18,816
94106B101 WASTE CONNECTIONS IN 2,638 8,768
023135106 AMAZON.COM INC 4,985 62,552
037833100 APPLE INC 11,692 73,946
060505104 BANK OF AMERICA CORP 7,013 22,055
655844108 NORFOLK SOUTHERN COR    
67066G104 NVIDIA CORP 6,437 115,071
025816109 AMERICAN EXPRESS CO 4,917 17,388
315911750 FIDELITY 500 INDEX F    
83002G306 SIX CIRCLES US UNCON 475,404 760,510
83002G405 SIX CIRCLES INTL UNC 355,222 498,945
00287Y109 ABBVIE INC 7,178 22,621
337738108 FISERV INC    
580135101 MCDONALD'S CORP 11,103 14,976
N6596X109 NXP SEMICONDUCTORS N    
09857L108 BOOKING HOLDINGS INC 6,645 21,421
461202103 INTUIT INC 9,615 9,274
883556102 THERMO FISHER SCIENT 11,262 14,486
N07059210 ASML HOLDING NV-NY R 2,047 7,489
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR 4,395 7,761
363576109 ARTHUR J GALLAGHER & 5,893 10,869
43300A203 HILTON WORLDWIDE HOL 5,559 12,639
45687V106 INGERSOLL RAND INC    
46120E602 INTUITIVE SURGICAL I    
46641Q191 JPMORGAN BETABUILDER 92,541 96,096
46641Q217 JPMORGAN BETABUILDER 113,129 154,757
46641Q225 JPMORGAN BETABUILDER 53,875 101,370
46641Q233 JPMORGAN BETABUILDER 83,320 91,037
679580100 OLD DOMINION FREIGHT 6,181 6,899
75886F107 REGENERON PHARMACEUT    
G29183103 EATON CORP PLC 5,915 14,333
30231G102 EXXON MOBIL CORP 11,428 20,819
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP 5,836 11,386
78409V104 S&P GLOBAL INC 7,850 11,497
573284106 MARTIN MARIETTA MATE 7,890 11,831
842587107 THE SOUTHERN COMPANY 14,130 16,655
863667101 STRYKER CORP 8,867 10,544
872540109 TJX COMPANIES INC 5,458 10,445
G54950103 LINDE PLC 5,239 14,071
11135F101 BROADCOM INC 22,034 31,495
127387108 CADENCE DESIGN SYS I 6,740 6,877
254687106 WALT DISNEY CO/THE 15,678 15,700
68902V107 OTIS WORLDWIDE CORP    
79466L302 SALESFORCE INC    
824348106 SHERWIN-WILLIAMS CO/    
032095101 AMPHENOL CORP-CL A 10,453 10,271
126408103 CSX CORP 11,489 11,636
26884L109 EQT CORP 10,117 9,702
278865100 ECOLAB INC 12,997 13,126
29364G103 ENTERGY CORP 6,192 6,100
443201108 HOWMET AEROSPACE INC 12,294 15,992
478160104 JOHNSON & JOHNSON 18,433 23,178
81762P102 SERVICENOW INC 11,226 9,191
874039100 TAIWAN SEMICONDUCTOR 9,414 14,283
931142103 WALMART INC 8,877 10,138
G8994E103 TRANE TECHNOLOGIES P 13,540 13,233

TY 2025 InvestmentsOtherSchedule2
Name:
FRANCIS ALGER & CHARLES BURRALL PIKE TR
EIN:
36-6015957
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 92,609 94,606
64128R608 NEUBERGER BERM LNG S AT COST 55,327 63,849
72201U638 PIMCO MRTG OPP & BND AT COST 30,227 30,460
83002G876 SIX CIRCLES MULTI-ST AT COST 189,267 189,036

TY 2025 OtherDecreasesSchedule
Name:
FRANCIS ALGER & CHARLES BURRALL PIKE TR
EIN:
36-6015957
Description Amount
2025 TRANSACTIONS POSTED IN 2026 3,316
ROUNDING 7


TY 2025 OtherExpensesSchedule
Name:
FRANCIS ALGER & CHARLES BURRALL PIKE TR
EIN:
36-6015957
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 15 0   15


TY 2025 OtherIncreasesSchedule
Name:
FRANCIS ALGER & CHARLES BURRALL PIKE TR
EIN:
36-6015957
Description Amount
2024 TRANSACTIONS POSTED IN 2025 3,415


TY 2025 TaxesSchedule
Name:
FRANCIS ALGER & CHARLES BURRALL PIKE TR
EIN:
36-6015957
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 139 139   0
FEDERAL TAX PAYMENT - PRIOR YE 715 0   0
FEDERAL ESTIMATES - INCOME 4,148 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,474 1,474   0
FOREIGN TAXES ON NONQUALIFIED 416 416   0