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 05 - 01 2025, and ending 04 - 30, 20 26
Name of foundation
EISENBERG FAMILY TRUST XXXXX6009
 
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

52-7091392
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)$11,064,757J 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... 289,169 289,169  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 366,012
b Gross sales price for all assets on line 6a 1,622,567
7 Capital gain net income (from Part IV, line 2)... 366,012
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........ 655,181 655,181  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 114,634 57,991   56,643
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
5,793 42   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
250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 120,677 58,033 0 56,893
25 Contributions, gifts, grants paid....... 421,000 421,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 541,677 58,033 0 477,893
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 113,504
b Net investment income (if negative, enter -0-) 597,148
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............. 25,183 193,924 193,924
2 Savings and temporary cash investments......... 60,231 71,909 71,909
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)....... 3,803,716 Click to see attachment
List of Attached Documents:
// Content
3,584,584 		8,509,775
c Investments—corporate bonds (attach schedule)....... 1,687,670 Click to see attachment
List of Attached Documents:
// Content
1,515,547 		1,459,122
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 465,838 Click to see attachment
List of Attached Documents:
// Content
790,178 		830,027
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) 6,042,638 6,156,142 11,064,757
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........ 6,042,638 6,156,142
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)..... 6,042,638 6,156,142
30 Total liabilities and net assets/fund balances (see instructions). 6,042,638 6,156,142
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
6,042,638
2
Enter amount from Part I, line 27a .....................
2
113,504
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,156,142
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,156,142
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 8. EXXON MOBIL CORP     2025-05-01
b 9. EXXON MOBIL CORP   2022-11-01 2025-05-01
c 6. ALPHABET INC-CL C   2012-07-11 2025-05-22
d 1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
e 1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
8. 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
716. ISHARES MISCI EAFE INDEX FUND   2016-01-29 2025-06-11
4154.89 SIX CIRCLES INTL UNCON EQ   2024-12-03 2025-06-11
4. ABBVIE INC   2019-09-16 2025-06-13
8. ALPHABET INC-CL C   2012-07-11 2025-06-13
4. AMAZON COM INC   2025-05-22 2025-06-13
8. AMAZON COM INC   2015-02-02 2025-06-13
2. AMERICAN EXPRESS CO   2018-07-18 2025-06-13
10. APPLE COMPUTER INC     2025-06-13
11. BANK OF AMERICA CORPORATION     2025-06-13
1. BOOKING HOLDINGS INC   2020-09-30 2025-06-13
8. BOSTON SCIENTIFIC CORP     2025-06-13
10. BRISTOL MYERS SQUIBB CO     2025-06-13
4. BROADCOM INC   2024-12-17 2025-06-13
1. CADENCE DESIGN SYS INC   2024-11-13 2025-06-13
5. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-06-13
7. CONOCOPHILLIPS     2025-06-13
5. DISNEY WALT CO   2024-11-21 2025-06-13
1. ECOLAB INC   2025-06-12 2025-06-13
7. EXXON MOBIL CORP   2022-11-01 2025-06-13
4. FACEBOOK INC-A     2025-06-13
4. FISERV INC   2024-10-01 2025-06-13
2. ARTHUR J GALLAGHER & CO     2025-06-13
2. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2025-06-13
1. HOWMET AEROSPACE INC   2025-03-25 2025-06-13
4. INGERSOLL RAND INC   2021-05-17 2025-06-13
1. INTUITIVE SURGICAL INC NEW   2021-09-15 2025-06-13
2. LOWES COS INC   2025-01-24 2025-06-13
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-06-13
1. MASTERCARD INC - CLASS A   2024-09-12 2025-06-13
1. MASTERCARD INC - CLASS A   2021-03-05 2025-06-13
3. MCDONALDS CORP   2024-12-17 2025-06-13
2. MICROSOFT CORP   2025-04-09 2025-06-13
6. MICROSOFT CORP   2009-01-29 2025-06-13
5. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-06-13
6. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2025-06-13
6. NEXTERA ENERGY INC   2024-09-12 2025-06-13
6. NVIDIA CORP   2025-04-04 2025-06-13
20. NVIDIA CORP   2023-02-24 2025-06-13
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2025-06-13
6. OTIS WORLDWIDE CORP     2025-06-13
3. PEPSICO INC   2024-09-12 2025-06-13
4. PROGRESSIVE CORP OHIO   2022-04-07 2025-06-13
1. S&P GLOBAL INC   2022-12-02 2025-06-13
2. SALESFORCE.COM INC   2024-03-20 2025-06-13
1. SHERWIN WILLIAMS CO   2024-11-21 2025-06-13
9. SOUTHERN CO   2025-04-04 2025-06-13
1. STRYKER CORP   2023-09-13 2025-06-13
3. TJX COS INC NEW     2025-06-13
1. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-05-22 2025-06-13
4. TEXAS INSTRS INC   2025-05-22 2025-06-13
2. UNITEDHEALTH GROUP INC   2010-12-01 2025-06-13
3. WAL MART STORES INC     2025-06-13
2. WASTE CONNECTIONS INC   2016-07-26 2025-06-13
11. WELLS FARGO & CO NEW     2025-06-13
2. EATON CORP PLC   2021-03-03 2025-06-13
1. LINDE PLC   2018-12-11 2025-06-13
1. TRANE TECHNOLOGIES PLC   2025-03-25 2025-06-13
118.559 FIDELITY 500 INDEX FUND   2024-12-03 2025-06-18
216. JPMORGAN BETABUILDERS CANADA   2019-04-08 2025-06-18
4. FISERV INC     2025-06-20
7. FISERV INC     2025-06-20
2. MASTERCARD INC - CLASS A   2022-06-17 2025-06-20
2. REGENERON PHARMACEUTICALS INC     2025-06-20
3. BROADCOM INC   2024-12-17 2025-07-11
1. FISERV INC   2023-07-07 2025-07-11
12. FISERV INC     2025-07-11
6. INTUITIVE SURGICAL INC NEW     2025-07-11
9. INGERSOLL RAND INC   2025-07-11 2025-08-01
12. INGERSOLL RAND INC     2025-08-01
29. BRISTOL MYERS SQUIBB CO     2025-08-21
6. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-08-21
6. OTIS WORLDWIDE CORP     2025-08-21
1. OTIS WORLDWIDE CORP   2024-10-02 2025-08-21
4. OTIS WORLDWIDE CORP   2024-10-01 2025-08-21
3. OTIS WORLDWIDE CORP   2024-10-01 2025-08-22
10. OTIS WORLDWIDE CORP     2025-08-22
5. OTIS WORLDWIDE CORP     2025-08-22
7. OTIS WORLDWIDE CORP     2025-08-22
3. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
1. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
3. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-08
6. CONOCOPHILLIPS     2025-09-08
4. CONOCOPHILLIPS     2025-09-08
3. SALESFORCE.COM INC   2024-03-20 2025-09-08
2. SALESFORCE.COM INC   2024-03-20 2025-09-08
1. LINDE PLC   2018-12-11 2025-09-08
1. LINDE PLC   2018-12-11 2025-09-08
2. BOSTON SCIENTIFIC CORP   2016-12-05 2025-09-09
7. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-11
17. BRISTOL MYERS SQUIBB CO   2019-11-20 2025-09-11
4. INGERSOLL RAND INC   2021-05-14 2025-09-11
1. INGERSOLL RAND INC   2021-05-14 2025-09-11
1. INGERSOLL RAND INC   2021-05-14 2025-09-11
9. INGERSOLL RAND INC     2025-09-11
3664.423 PIMCO MTGE OPPORTUNITIES IS   2023-08-03 2025-09-11
1. SALESFORCE.COM INC   2024-03-20 2025-09-11
3. SALESFORCE.COM INC     2025-09-11
1035. VANGUARD INT-TERM CORPORATE   2023-12-04 2025-09-11
9. BRISTOL MYERS SQUIBB CO   2024-10-01 2025-09-12
9. CONOCOPHILLIPS     2025-09-23
5. SALESFORCE.COM INC   2024-10-01 2025-09-23
3. SALESFORCE.COM INC   2024-09-12 2025-09-23
5. PROGRESSIVE CORP OHIO     2025-10-10
11. WELLS FARGO & CO NEW   2025-06-20 2025-10-10
2. WELLS FARGO & CO NEW   2021-02-19 2025-10-10
3. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
1. SHERWIN WILLIAMS CO   2024-11-21 2025-10-17
20849.259 SIX CIRCLES CREDIT OPPORT     2025-10-22
4192. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-22
119.579 FIDELITY 500 INDEX FUND   2024-12-03 2025-10-23
173.9 FIDELITY 500 INDEX FUND   2024-08-09 2025-10-23
81. SPDR TR UNIT SER 1   2015-04-07 2025-10-23
3. CANADIAN PACIFIC KANSAS CITY   2025-07-11 2025-11-03
18. CANADIAN PACIFIC KANSAS CITY     2025-11-03
16. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-03
1. MCDONALDS CORP   2024-12-17 2025-11-03
2. MCDONALDS CORP   2024-05-17 2025-11-03
8. CANADIAN PACIFIC KANSAS CITY     2025-11-04
1. CANADIAN PACIFIC KANSAS CITY   2025-04-09 2025-11-04
10. CONOCOPHILLIPS     2025-11-21
2. BROADCOM INC   2025-09-11 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-11-08 2025-11-24
1. ASML HOLDING NV-NY REG SHS   2024-11-13 2025-11-24
1. MARTIN MARIETTA MATLS INC   2023-09-25 2025-11-26
3. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2025-12-03
5. MONDELEZ INTERNATIONAL-W/I     2025-12-03
1. PEPSICO INC   2024-09-12 2025-12-03
4. PEPSICO INC     2025-12-03
2. SOUTHERN CO   2024-12-17 2025-12-03
5. SOUTHERN CO   2024-12-17 2025-12-03
2. CONOCOPHILLIPS   2021-03-03 2025-12-24
6. CONOCOPHILLIPS   2021-03-03 2025-12-24
2. PROGRESSIVE CORP OHIO   2022-04-08 2025-12-24
4. CONOCOPHILLIPS     2025-12-26
3. CONOCOPHILLIPS     2025-12-26
2. PROGRESSIVE CORP OHIO   2022-04-07 2025-12-26
3. EATON CORP PLC     2026-01-08
1. PROGRESSIVE CORP OHIO   2022-04-07 2026-01-15
1. PROGRESSIVE CORP OHIO   2022-04-07 2026-01-15
1. PROGRESSIVE CORP OHIO   2022-04-07 2026-01-15
3. PROGRESSIVE CORP OHIO   2022-04-07 2026-01-15
4. PROGRESSIVE CORP OHIO     2026-01-15
5. PROGRESSIVE CORP OHIO   2022-06-30 2026-01-15
1. SERVICENOW INC   2025-09-11 2026-01-29
1. SERVICENOW INC   2025-09-11 2026-01-29
3. WASTE CONNECTIONS INC   2016-07-26 2026-01-29
4. MONDELEZ INTERNATIONAL-W/I   2011-08-16 2026-01-30
3. MONDELEZ INTERNATIONAL-W/I   2011-08-16 2026-01-30
5. MONDELEZ INTERNATIONAL-W/I     2026-01-30
16. MONDELEZ INTERNATIONAL-W/I   2011-08-04 2026-01-30
3600. VANGUARD TOTAL INTL BOND ETF     2026-01-30
116. VANGUARD TOTAL INTL BOND ETF   2023-12-18 2026-01-30
2. MONDELEZ INTERNATIONAL-W/I   2011-08-04 2026-02-02
1. HOWMET AEROSPACE INC   2025-09-11 2026-02-05
4. HOWMET AEROSPACE INC     2026-02-05
3. WASTE CONNECTIONS INC   2016-07-26 2026-02-05
6. HOWMET AEROSPACE INC     2026-02-06
4. WASTE CONNECTIONS INC     2026-02-06
3. WASTE CONNECTIONS INC   2016-07-25 2026-02-06
8. APPLE COMPUTER INC   2025-09-08 2026-02-09
2. WASTE CONNECTIONS INC   2016-07-25 2026-02-09
19. SOUTHERN CO     2026-02-12
2. WAL MART STORES INC   2025-08-21 2026-02-19
6. WAL MART STORES INC     2026-02-19
1. FACEBOOK INC-A   2022-12-02 2026-03-18
4. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-06-20 2026-03-18
4. TEXAS INSTRS INC   2025-07-11 2026-03-18
14. EQT CORPORATION     2026-04-01
1. EQT CORPORATION   2025-11-21 2026-04-01
1. EQT CORPORATION   2025-11-21 2026-04-01
1. EXXON MOBIL CORP   2022-12-02 2026-04-01
1. EXXON MOBIL CORP   2022-12-02 2026-04-01
1. EXXON MOBIL CORP   2022-12-02 2026-04-01
4. EQT CORPORATION   2025-11-21 2026-04-02
1. EXXON MOBIL CORP   2022-12-02 2026-04-02
83. ISHARES MISCI EAFE INDEX FUND   2016-01-29 2026-04-02
870. JPMORGAN BETABUILDERS JAPAN ETF     2026-04-02
498. JPMORGAN BETABUILDERS CANADA   2019-04-08 2026-04-02
709. JPMORGAN BETABUILDERS DEVELO     2026-04-02
2155.399 LORD ABBETT SHRT DUR INC-F3   2021-10-25 2026-04-02
495.172 NEUBERGR LONG SHRT FUND-INST   2026-01-30 2026-04-02
189. SPDR TR UNIT SER 1   2015-04-07 2026-04-02
4155.718 SIX CIRCLES INTL UNCON EQ     2026-04-02
1075.8 SIX CIRCLES GLOBAL BOND   2020-11-05 2026-04-02
4070.37 SIX CIRCLES MULTI-STRAT   2025-09-11 2026-04-02
831.709 SIX CIRCLES CREDIT OPPORT   2024-01-24 2026-04-02
319. VANGUARD TOTAL INTL BOND ETF   2025-06-13 2026-04-02
2. APPLE COMPUTER INC   2025-09-08 2026-04-10
4. BOOKING HOLDINGS INC   2026-04-06 2026-04-10
1. BOOKING HOLDINGS INC   2020-06-24 2026-04-10
1. MARTIN MARIETTA MATLS INC   2023-09-25 2026-04-27
1. TEXAS INSTRS INC   2025-05-22 2026-04-27
2. TEXAS INSTRS INC   2025-05-22 2026-04-27
1. EATON CORP PLC   2021-02-22 2026-04-27
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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    
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 852   895 -43
b 960   1,002 -42
c 1,056   85 971
d 206   93 113
e 199   93 106
1,598   740 858
396   185 211
199   93 106
192   93 99
64,222   39,733 24,489
53,806   47,116 6,690
770   283 487
1,423   114 1,309
852   811 41
1,704   145 1,559
584   206 378
1,976   1,785 191
488   380 108
5,361   1,709 3,652
806   210 596
501   749 -248
1,011   953 58
305   309 -4
405   345 60
671   567 104
590   576 14
269   271 -2
779   780 -1
2,775   890 1,885
658   726 -68
639   282 357
496   254 242
172   137 35
327   194 133
517   348 169
441   524 -83
549   451 98
564   487 77
564   354 210
913   890 23
955   719 236
2,865   107 2,758
339   359 -20
785   123 662
443   501 -58
857   580 277
2,858   462 2,396
161   145 16
580   633 -53
396   532 -136
1,076   479 597
504   360 144
525   609 -84
344   380 -36
815   824 -9
382   296 86
374   249 125
213   194 19
794   727 67
634   75 559
284   299 -15
385   100 285
808   415 393
656   275 381
472   161 311
424   363 61
24,690   24,963 -273
17,212   10,586 6,626
653   690 -37
1,143   878 265
1,063   626 437
1,019   1,013 6
824   715 109
166   125 41
1,997   1,494 503
3,072   1,772 1,300
681   795 -114
909   582 327
1,407   1,747 -340
293   338 -45
530   629 -99
88   104 -16
351   415 -64
267   311 -44
888   1,029 -141
445   498 -53
619   696 -77
325   62 263
108   21 87
324   62 262
547   460 87
364   307 57
754   913 -159
502   609 -107
473   161 312
473   161 312
217   41 176
333   369 -36
810   959 -149
328   194 134
81   48 33
81   48 33
731   435 296
34,665   34,226 439
246   304 -58
739   904 -165
87,442   81,456 5,986
424   474 -50
843   532 311
1,228   1,355 -127
737   754 -17
1,202   596 606
858   829 29
156   75 81
992   1,141 -149
331   380 -49
189,520   184,363 5,157
198,544   193,372 5,172
28,001   25,177 2,824
40,720   32,302 8,418
54,411   16,873 37,538
212   245 -33
1,272   1,304 -32
1,128   1,103 25
296   297 -1
592   544 48
564   540 24
70   67 3
875   538 337
748   727 21
603   451 152
990   663 327
623   409 214
168   215 -47
279   309 -30
149   175 -26
593   537 56
177   167 10
437   416 21
185   107 78
554   322 232
455   237 218
365   214 151
276   159 117
454   235 219
953   405 548
208   117 91
207   117 90
203   117 86
611   352 259
824   467 357
1,018   580 438
115   188 -73
114   188 -74
501   150 351
231   87 144
175   65 110
292   109 183
934   347 587
174,789   178,974 -4,185
5,632   5,844 -212
117   43 74
210   184 26
838   734 104
508   150 358
1,328   1,078 250
680   199 481
508   149 359
2,184   1,914 270
339   100 239
1,730   1,533 197
258   195 63
775   588 187
620   122 498
1,383   837 546
776   880 -104
858   800 58
62   57 5
62   57 5
161   111 50
161   111 50
161   111 50
243   228 15
162   111 51
8,129   4,606 3,523
60,488   50,096 10,392
47,283   24,407 22,876
42,420   40,453 1,967
8,320   9,010 -690
9,735   9,928 -193
123,681   39,370 84,311
58,388   46,193 12,195
9,004   10,708 -1,704
42,617   42,250 367
7,386   7,294 92
15,301   15,735 -434
520   479 41
693   703 -10
173   65 108
611   409 202
269   182 87
539   363 176
416   130 286
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
      98,046
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       -43
b       -42
c       971
d       113
e       106
      858
      211
      106
      99
      24,489
      6,690
      487
      1,309
      41
      1,559
      378
      191
      108
      3,652
      596
      -248
      58
      -4
      60
      104
      14
      -2
      -1
      1,885
      -68
      357
      242
      35
      133
      169
      -83
      98
      77
      210
      23
      236
      2,758
      -20
      662
      -58
      277
      2,396
      16
      -53
      -136
      597
      144
      -84
      -36
      -9
      86
      125
      19
      67
      559
      -15
      285
      393
      381
      311
      61
      -273
      6,626
      -37
      265
      437
      6
      109
      41
      503
      1,300
      -114
      327
      -340
      -45
      -99
      -16
      -64
      -44
      -141
      -53
      -77
      263
      87
      262
      87
      57
      -159
      -107
      312
      312
      176
      -36
      -149
      134
      33
      33
      296
      439
      -58
      -165
      5,986
      -50
      311
      -127
      -17
      606
      29
      81
      -149
      -49
      5,157
      5,172
      2,824
      8,418
      37,538
      -33
      -32
      25
      -1
      48
      24
      3
      337
      21
      152
      327
      214
      -47
      -30
      -26
      56
      10
      21
      78
      232
      218
      151
      117
      219
      548
      91
      90
      86
      259
      357
      438
      -73
      -74
      351
      144
      110
      183
      587
      -4,185
      -212
      74
      26
      104
      358
      250
      481
      359
      270
      239
      197
      63
      187
      498
      546
      -104
      58
      5
      5
      50
      50
      50
      15
      51
      3,523
      10,392
      22,876
      1,967
      -690
      -193
      84,311
      12,195
      -1,704
      367
      92
      -434
      41
      -10
      108
      202
      87
      176
      286
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 366,012
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 8,300
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 8,300
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 8,300
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,736
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 4,736
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 3,564
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 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 		114,634    
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
10,477,086
b
Average of monthly cash balances.......................
1b
194,200
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
10,671,286
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
10,671,286
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
160,069
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,511,217
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
525,561
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
525,561
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,300
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,300
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
517,261
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
517,261
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
517,261
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
477,893
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
477,893
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 7 517,261
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 420,379
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: $ 477,893
a Applied to 2024, but not more than line 2a 420,379
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..... 57,514
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 .......... 		459,747
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:
CAROLYN O'BRIEN PROGRAM OFFICER
270 PARK AVENUE NY1-K348
NEW YORK,NY10017
(212) 464-2350
bThe form in which applications should be submitted and information and materials they should include:
ONLINE APPLICATION AT www.jpmorgan.com/onlinegrants
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PAYMENTS ARE LIMITED TO ORGANIZATIONS ACTIVELY ENGAGED IN RESEARCHING A CURE FOR ALZHEIMER'S DISEASE OR TREATING THOSE INDIVIDUALS AFFLICTED WITH ALZHEIMER'S DISEASE.
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

ALZHEIMER'S DISEASE AND RELATED
DISORDERS ASSOCIATION (NATIONAL CHAPTER)
225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601 		NONE   GENERAL 261,000

COOLEY DICKINSON HOSPITAL

30 LOCUST STREET
NORTHAMPTON,ME01061 		NONE   GENERAL 160,000
Total ................................. 3a 421,000
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 ....     14 289,169  
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 ............ 		    18 366,012  
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) ..   655,181  
13Total. Add line 12, columns (b), (d), and (e)..................
13
655,181
(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:
EISENBERG FAMILY TRUST XXXXX6009
EIN:
52-7091392
Name of Bond End of Year Book Value End of Year Fair Market Value
54401E143 LORD ABBETT SHRT DUR 215,575 204,301
83002G702 SIX CIRCLES GLOBAL B 462,289 407,627
83002G884 SIX CIRCLES CREDIT O 199,278 206,602
92206C771 VANGUARD MORTGAGE-BA 105,358 107,142
92203J407 VANGUARD TOTAL INTL 207,104 204,453
92206C870 VANGUARD INT-TERM CO 98,606 103,894
46429B267 ISHARES US TREASURY 92,412 90,230
921937835 VANGUARD TOTAL BOND 134,925 134,873

TY 2025 InvestmentsCorpStockSchedule
Name:
EISENBERG FAMILY TRUST XXXXX6009
EIN:
52-7091392
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC-CL C 2,699 23,680
30303M102 META PLATFORMS INC-C 2,005 14,074
57636Q104 MASTERCARD INC - A 847 8,550
65339F101 NEXTERA ENERGY INC 3,074 5,775
101137107 BOSTON SCIENTIFIC CO 864 2,420
110122108 BRISTOL-MYERS SQUIBB    
532457108 ELI LILLY AND COMPAN 291 3,738
464287465 ISHARES MSCI EAFE ET 169,846 331,619
548661107 LOWE'S COS INC 3,582 5,492
594918104 MICROSOFT CORP 1,017 23,243
609207105 MONDELEZ INTERNATION    
617446448 MORGAN STANLEY 863 8,005
713448108 PEPSICO INC 1,677 2,853
78462F103 STATE STREET SPDR S& 1,102,118 4,411,854
882508104 TEXAS INSTRUMENTS IN 1,246 7,027
91324P102 UNITEDHEALTH GROUP I 639 6,298
94106B101 WASTE CONNECTIONS IN    
949746101 WELLS FARGO & CO 2,369 6,167
67066G104 NVIDIA CORP 1,597 36,322
337738108 FISERV INC    
75886F107 REGENERON PHARMACEUT    
83002G306 SIX CIRCLES US UNCON 916,978 1,567,319
83002G405 SIX CIRCLES INTL UNC 636,741 957,398
N6596X109 NXP SEMICONDUCTORS N    
00287Y109 ABBVIE INC 2,050 6,128
023135106 AMAZON.COM INC 1,446 21,205
025816109 AMERICAN EXPRESS CO 1,407 4,523
037833100 APPLE INC 1,515 18,995
060505104 BANK OF AMERICA CORP 1,547 6,308
461202103 INTUIT INC 2,738 1,554
580135101 MCDONALD'S CORP 3,106 4,110
883556102 THERMO FISHER SCIENT 3,174 3,353
N07059210 ASML HOLDING NV-NY R 585 2,878
007903107 ADVANCED MICRO DEVIC 2,343 2,481
09857L108 BOOKING HOLDINGS INC 1,550 4,041
20825C104 CONOCOPHILLIPS 2,330 2,264
363576109 ARTHUR J GALLAGHER & 1,679 2,477
43300A203 HILTON WORLDWIDE HOL 1,643 4,213
46641Q191 JPMORGAN BETABUILDER 183,275 198,979
46641Q217 JPMORGAN BETABUILDER 216,985 314,548
46641Q225 JPMORGAN BETABUILDER 100,982 217,001
46641Q233 JPMORGAN BETABUILDER 122,952 158,607
G29183103 EATON CORP PLC 1,161 3,897
22160K105 COSTCO WHOLESALE COR 1,465 3,044
45687V106 INGERSOLL RAND INC 1,061 878
46120E602 INTUITIVE SURGICAL I    
573284106 MARTIN MARIETTA MATE 1,633 2,476
679580100 OLD DOMINION FREIGHT 1,819 2,762
743315103 PROGRESSIVE CORP    
30231G102 EXXON MOBIL CORP 2,624 7,254
78409V104 S&P GLOBAL INC 2,124 2,587
872540109 TJX COMPANIES INC 1,597 3,135
G54950103 LINDE PLC 1,574 5,011
315911750 FIDELITY 500 INDEX F    
79466L302 SALESFORCE INC    
842587107 THE SOUTHERN COMPANY 2,740 3,578
863667101 STRYKER CORP 2,661 2,836
11135F101 BROADCOM INC 8,922 13,775
127387108 CADENCE DESIGN SYS I 2,145 2,307
13646K108 CANADIAN PACIFIC KAN    
443201108 HOWMET AEROSPACE INC 1,679 2,916
68902V107 OTIS WORLDWIDE CORP    
824348106 SHERWIN-WILLIAMS CO/    
G8994E103 TRANE TECHNOLOGIES P 4,774 5,910
931142103 WALMART INC 1,848 2,507
254687106 WALT DISNEY CO/THE 4,540 4,150
032095101 AMPHENOL CORP-CL A 5,373 5,596
053332102 AUTOZONE INC 3,601 3,704
126408103 CSX CORP 4,043 5,043
26884L109 EQT CORP 1,820 1,983
278865100 ECOLAB INC 3,896 3,909
29364G103 ENTERGY CORP 3,109 3,773
45866F104 INTERCONTINENTAL EXC 2,428 2,213
478160104 JOHNSON & JOHNSON 5,498 7,585
512807306 LAM RESEARCH CORP 3,345 3,610
701094104 PARKER HANNIFIN CORP 2,942 2,728
81762P102 SERVICENOW INC 2,430 1,148
874039100 TAIWAN SEMICONDUCTOR 1,972 3,961

TY 2025 InvestmentsOtherSchedule2
Name:
EISENBERG FAMILY TRUST XXXXX6009
EIN:
52-7091392
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
64128R608 NEUBERGR LONG SHRT F AT COST 142,271 158,985
09257V508 BLACKSTONE ALT MULTI AT COST 142,173 148,036
72201U638 PIMCO MRTG OPP & BND AT COST 52,229 52,229
83002G876 SIX CIRCLES MULTI-ST AT COST 398,029 411,813
09258N703 BR GLOB EQ MARK NEUT AT COST 55,476 58,964

TY 2025 OtherExpensesSchedule
Name:
EISENBERG FAMILY TRUST XXXXX6009
EIN:
52-7091392
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 250 0   250


TY 2025 TaxesSchedule
Name:
EISENBERG FAMILY TRUST XXXXX6009
EIN:
52-7091392
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 42 42   0
FEDERAL TAX PAYMENT - PRIOR YE 1,015 0   0
FEDERAL ESTIMATES - INCOME 4,736 0   0