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
ANDREW AND ALICE FISCHER CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) C/O FIRST AMERICAN BANK 218 W MAI
 
Room/suite
City or town
DUNDEE
State or province
IL
Country  
ZIP or foreign postal code
60118
A Employer identification number

20-6792124
B Telephone number (see instructions)

8474266771
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)$17,976,464
J 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... 307,976 307,692  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 822,578
b Gross sales price for all assets on line 6a 2,368,596
7 Capital gain net income (from Part IV, line 2)... 822,578
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,130,554 1,130,270  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 129,593 86,827   42,766
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)....... 2,000 1,000 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 20,827 5,649   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)....... 9,765     9,765
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 162,185 93,476 0 53,531
25 Contributions, gifts, grants paid....... 521,500 521,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 683,685 93,476 0 575,031
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 446,869
b Net investment income (if negative, enter -0-) 1,036,794
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.............      
2 Savings and temporary cash investments......... 122,435 320,792 320,792
3 Accounts receivable 1,523
Less: allowance for doubtful accounts   4,551 1,523 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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) 10,137,245 10,384,260 17,655,672
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,264,231 10,706,575 17,976,464
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........ 10,264,231 10,706,575
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)..... 10,264,231 10,706,575
30 Total liabilities and net assets/fund balances (see instructions). 10,264,231 10,706,575
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
10,264,231
2
Enter amount from Part I, line 27a .....................
2
446,869
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,711,100
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
4,525
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
10,706,575
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 203. CONSTELLATION BRANDS INC - A   2019-12-20 2025-01-14
b 49. CONSTELLATION BRANDS INC - A   2024-03-04 2025-01-21
c 193. CONSTELLATION BRANDS INC - A   2023-12-22 2025-01-21
d 127. VERALTO CORP.   2019-12-20 2025-01-28
e 70. BROADCOM INC COM   2016-02-17 2025-02-14
600. COMCAST CORP - CLASS A   2021-03-15 2025-02-14
120. BOSTON SCIENTIFIC CORP COM   2020-12-16 2025-02-26
21. CHART INDUSTRIES INC   2025-01-28 2025-03-06
16. MONGODB INC   2025-01-28 2025-03-06
17. ELI LILLY & CO COM   2017-04-11 2025-03-07
74. APPLE INC.   2009-03-13 2025-03-12
195. KNIGHT - SWIFT TRANSPORTATION   2020-12-21 2025-03-12
201. KNIGHT - SWIFT TRANSPORTATION   2021-01-21 2025-03-14
111. MONGODB INC   2025-01-30 2025-03-14
36. ABBVIE INC   2022-09-13 2025-03-17
15. AIR PRODUCTS AND CHEMICALS INC   2018-08-17 2025-03-17
126. ALPHABET INC CL-A   2014-01-15 2025-03-17
92. AMAZON.COM INC.   2016-11-01 2025-03-17
56. AMERICAN ELECTRIC POWER   2018-07-06 2025-03-17
36. ANALOG DEVICES, INC.   2018-08-17 2025-03-17
190. APPLE INC.   2009-03-13 2025-03-17
25. APPLIED MATERIALS INC COM   2021-01-25 2025-03-17
128. BANK OF AMERICA CORP COMMON   2019-12-20 2025-03-17
13. BERKSHIRE HATHAWAY INC CLASS B   2016-05-11 2025-03-17
61. BOSTON SCIENTIFIC CORP COM   2020-12-16 2025-03-17
166. BROADCOM INC COM   2016-02-17 2025-03-17
64. CMS ENERGY CORPORATION   2022-11-10 2025-03-17
48. CINTAS CORPORATION   2016-05-11 2025-03-17
32. CROWN CASTLE INC COM   2016-05-11 2025-03-17
30. EDWARDS LIFESCIENCES CORP COM   2023-02-02 2025-03-17
45. EXXON MOBIL CORP COM   2015-07-20 2025-03-17
30. META PLATFORMS INC CLASS A   2020-04-30 2025-03-17
14. GOLDMAN SACHS GROUP INC   2012-07-17 2025-03-17
24. HOME DEPOT INC   2016-05-11 2025-03-17
10. HONEYWELL INTL INC COMMON   2016-10-27 2025-03-17
79. INTERCONTINENTAL EXCHANGE INC   2016-03-11 2025-03-17
43. JP MORGAN CHASE & CO COMMON   2016-11-09 2025-03-17
13. ELI LILLY & CO COM   2017-04-11 2025-03-17
27. MARSH & MCLENNAN COS INC COM   2016-05-24 2025-03-17
28. MARRIOTT INTL INC CL A   2016-05-11 2025-03-17
79. MICROSOFT CORP COM   2015-07-20 2025-03-17
42. MONDELEZ INTERNATIONAL INC   2016-05-11 2025-03-17
10. NORTHROP GRUMMAN CORP   2016-05-11 2025-03-17
250. NVIDIA CORPORATION COMMON   2021-09-30 2025-03-17
16. PNC FINANCIAL SERVICES GROUP   2020-06-03 2025-03-17
27. PALO ALTO NETWORKS INC   2021-06-18 2025-03-17
26. PEPSICO INC COM   2012-03-07 2025-03-17
18. PHILLIPS 66   2020-11-18 2025-03-17
34. PROCTER & GAMBLE CO COM   2016-05-11 2025-03-17
30. PROLOGIS INC   2022-07-28 2025-03-17
13. REPUBLIC SERVICES INC COMMON   2017-09-08 2025-03-17
48. SPDR S&P REGIONAL BANKING ETF   2024-08-30 2025-03-17
42. SCHWAB (CHARLES) CORP COM   2021-09-09 2025-03-17
3. SERVICENOW INC   2021-06-10 2025-03-17
60. TJX COMPANIES INC COM   2019-01-07 2025-03-17
12. TEXAS INSTRS INC COM   2016-07-28 2025-03-17
10. THERMO FISHER SCIENTIFIC   2016-05-11 2025-03-17
16. UNION PAC CORP COM   2016-05-11 2025-03-17
25. UNITED HEALTH GROUP INC   2016-05-11 2025-03-17
41. VERTIV HOLDINGS CO   2022-04-01 2025-03-17
35. VISA INC. COMMON - CLASS A   2008-11-06 2025-03-17
112. WALMART INC COM   2016-11-22 2025-03-17
23. ACCENTURE PLC-CL A   2010-01-27 2025-03-17
16. EATON CORP PLC   2021-02-22 2025-03-17
10. TRANE TECHNOLOGIES PLC   2018-12-28 2025-03-17
28. MICROSOFT CORP COM   2015-07-20 2025-03-31
71. TEXAS INSTRS INC COM   2016-07-28 2025-04-01
100000. UNITED PARCEL SERVICE 3.9% 04/01/2025   2020-04-29 2025-04-01
110. SPDR S&P REGIONAL BANKING ETF   2024-08-30 2025-04-03
13. ELI LILLY & CO COM   2017-04-11 2025-04-09
104. SPDR S&P REGIONAL BANKING ETF   2024-08-30 2025-04-11
75. TEXAS INSTRS INC COM   2016-07-28 2025-04-11
87. ZOETIS INC CL A   2022-02-07 2025-04-11
13. SERVICENOW INC   2021-06-14 2025-04-21
158. KNIGHT - SWIFT TRANSPORTATION   2024-07-30 2025-04-24
444. KNIGHT - SWIFT TRANSPORTATION   2021-11-18 2025-04-24
116. BROADCOM INC COM   2016-07-28 2025-05-16
151. PEPSICO INC COM   2012-03-07 2025-05-23
100000. ANHEUSER-BUSCH INBEV 4% 04/13/2028   2023-02-07 2025-05-30
251. EASTMAN CHEM CO COM   2021-05-12 2025-05-30
287. EASTMAN CHEM CO COM   2024-05-03 2025-06-03
50. BROADCOM INC COM   2016-07-28 2025-06-25
65. CINTAS CORPORATION   2016-05-11 2025-06-25
77. VERTIV HOLDINGS CO   2022-04-01 2025-06-27
117. EXXON MOBIL CORP COM   2015-07-20 2025-07-16
248. UNITED HEALTH GROUP INC   2016-07-28 2025-07-18
199. CHART INDUSTRIES INC   2025-07-03 2025-07-29
61. VERTIV HOLDINGS CO   2022-04-01 2025-07-29
200. ZOETIS INC CL A   2023-01-19 2025-08-08
63. ACCENTURE PLC-CL A   2010-01-27 2025-08-08
58. BROADCOM INC COM   2016-07-28 2025-08-15
119. NVIDIA CORPORATION COMMON   2021-09-30 2025-08-22
115. WORKDAY INC - CLASS A   2023-03-31 2025-08-22
29. BROADCOM INC COM   2016-07-28 2025-09-05
600. CROWN CASTLE INC COM   2024-07-29 2025-09-05
46. SYNOPSYS INC.   2025-05-16 2025-09-10
60. BROADCOM INC COM   2016-07-28 2025-09-12
91. ACCENTURE PLC-CL A   2010-01-27 2025-09-12
76. BROADCOM INC COM   2016-07-28 2025-09-18
132. BOSTON SCIENTIFIC CORP COM   2020-12-16 2025-09-19
137. MERCK & CO INC NEW   2025-04-03 2025-09-19
122. MERCK & CO INC NEW   2025-04-03 2025-09-25
176. CHEVRON CORP NEW COM   2016-05-11 2025-09-29
18614.386 JP MORGAN MANAGED INCOME INSTITUTIONAL   2024-03-07 2025-10-07
112. CINTAS CORPORATION   2016-05-11 2025-10-16
37. BROADCOM INC COM   2016-07-28 2025-10-20
24. BERKSHIRE HATHAWAY INC CLASS B   2016-05-11 2025-10-28
.5 SOLSTICE ADVANCED MATERIALS INC.   2021-01-25 2025-10-30
31. META PLATFORMS INC CLASS A   2020-05-01 2025-10-31
20. ELI LILLY & CO COM   2017-04-11 2025-11-03
100000. INTERCONTINENTAL EXCHANGE INC 3.75% 12/0   2019-09-26 2025-12-01
47. BROADCOM INC COM   2016-07-28 2025-12-05
323. AIR PRODUCTS AND CHEMICALS INC   2022-03-24 2025-12-16
67. VANGUARD UTILITIES ETF   2025-02-21 2025-12-16
139. VANGUARD UTILITIES ETF   2024-05-30 2025-12-16
5173.489 VANGUARD SHORT-TERM CORP BOND INDEX FUND   2024-03-07 2025-12-17
100000. BP CAPITAL MARKETS AMERICA INC. 3.41% 02   2022-08-01 2025-12-18
121. PROLOGIS INC   2022-07-28 2025-12-18
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(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 36,816   35,176 1,640
b 8,915   12,124 -3,209
c 35,114   39,174 -4,060
d 13,125   2,263 10,862
e 16,292   907 15,385
21,143   25,936 -4,793
12,229   4,248 7,981
3,044   4,319 -1,275
3,113   4,509 -1,396
14,829   1,456 13,373
16,055   253 15,802
8,975   8,257 718
9,241   8,632 609
20,708   30,986 -10,278
7,738   5,104 2,634
4,425   2,494 1,931
20,803   3,481 17,322
18,153   3,613 14,540
5,904   3,994 1,910
7,649   3,409 4,240
40,856   649 40,207
3,902   2,728 1,174
5,326   4,506 820
6,804   1,865 4,939
6,053   2,160 3,893
32,587   2,151 30,436
4,687   3,782 905
9,362   1,101 8,261
3,297   2,885 412
2,125   2,510 -385
5,125   3,682 1,443
18,182   6,120 12,062
7,748   1,373 6,375
8,499   3,239 5,260
2,109   1,032 1,077
13,701   3,736 9,965
10,110   3,184 6,926
10,732   1,113 9,619
6,284   1,771 4,513
6,971   1,946 5,025
30,923   3,705 27,218
2,728   1,877 851
4,911   2,149 2,762
30,032   5,197 24,835
2,780   1,932 848
5,006   1,676 3,330
3,931   1,619 2,312
2,322   1,117 1,205
5,769   2,798 2,971
3,440   3,922 -482
3,062   852 2,210
2,741   2,752 -11
3,279   3,045 234
2,547   1,464 1,083
6,887   2,809 4,078
2,165   844 1,321
5,196   1,491 3,705
3,815   1,364 2,451
12,461   3,290 9,171
3,712   606 3,106
11,734   456 11,278
9,834   2,629 7,205
7,485   962 6,523
4,795   2,103 2,692
3,513   709 2,804
10,437   1,313 9,124
12,471   4,993 7,478
100,000   100,000  
5,762   6,306 -544
9,714   1,113 8,601
5,098   5,962 -864
11,179   5,274 5,905
12,924   17,411 -4,487
9,747   6,494 3,253
6,188   8,590 -2,402
17,390   21,846 -4,456
26,469   1,731 24,738
19,458   9,403 10,055
100,000   97,641 2,359
19,534   28,453 -8,919
23,055   27,232 -4,177
13,229   823 12,406
14,244   1,490 12,754
9,783   1,138 8,645
13,180   9,573 3,607
69,730   33,055 36,675
39,454   39,945 -491
8,739   902 7,837
29,534   38,090 -8,556
15,066   2,634 12,432
17,721   955 16,766
21,171   2,474 18,697
25,315   19,042 6,273
9,722   477 9,245
57,733   63,879 -6,146
17,891   20,307 -2,416
21,562   988 20,574
22,201   3,805 18,396
26,353   1,251 25,102
12,856   4,673 8,183
11,140   12,001 -861
9,494   10,687 -1,193
27,464   17,891 9,573
187,261   185,492 1,769
20,685   2,568 18,117
13,048   609 12,439
11,580   3,443 8,137
24   24  
20,111   6,317 13,794
18,004   1,712 16,292
100,000   100,000  
18,291   774 17,517
78,402   58,746 19,656
12,462   11,607 855
25,854   21,453 4,401
112,058   108,695 3,363
100,000   100,000  
15,465   15,819 -354
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
      91,588
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       1,640
b       -3,209
c       -4,060
d       10,862
e       15,385
      -4,793
      7,981
      -1,275
      -1,396
      13,373
      15,802
      718
      609
      -10,278
      2,634
      1,931
      17,322
      14,540
      1,910
      4,240
      40,207
      1,174
      820
      4,939
      3,893
      30,436
      905
      8,261
      412
      -385
      1,443
      12,062
      6,375
      5,260
      1,077
      9,965
      6,926
      9,619
      4,513
      5,025
      27,218
      851
      2,762
      24,835
      848
      3,330
      2,312
      1,205
      2,971
      -482
      2,210
      -11
      234
      1,083
      4,078
      1,321
      3,705
      2,451
      9,171
      3,106
      11,278
      7,205
      6,523
      2,692
      2,804
      9,124
      7,478
       
      -544
      8,601
      -864
      5,905
      -4,487
      3,253
      -2,402
      -4,456
      24,738
      10,055
      2,359
      -8,919
      -4,177
      12,406
      12,754
      8,645
      3,607
      36,675
      -491
      7,837
      -8,556
      12,432
      16,766
      18,697
      6,273
      9,245
      -6,146
      -2,416
      20,574
      18,396
      25,102
      8,183
      -861
      -1,193
      9,573
      1,769
      18,117
      12,439
      8,137
       
      13,794
      16,292
       
      17,517
      19,656
      855
      4,401
      3,363
       
      -354
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 822,578
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 .........................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 14,411
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 14,411
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 14,411
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 13,500
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 13,500
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....... 9 911
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofFIRST AMERICAN BANK Telephone no. (847) 426-6771

Located at218 W MAIN STDUNDEEIL ZIP+4601182093
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
FIRST AMERICAN BANK TRUSTEE
10
129,593    
218 W MAIN ST
DUNDEE,IL60118
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 N/A  
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
16,723,809
b
Average of monthly cash balances.......................
1b
396,593
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
17,120,402
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
17,120,402
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
256,806
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,863,596
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
843,180
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
843,180
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
14,411
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,411
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
828,769
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
828,769
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
828,769
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
575,031
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
575,031
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 7 828,769
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
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...... 143,739
f Total of lines 3a through e ........ 143,739
4Qualifying distributions for 2025 from Part
XI, line 4: $ 575,031
a Applied to 2024, but not more than line 2a 0
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..... 575,031
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 143,739 143,739
(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 ..........
109,999
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KATHRYN HECTOR co FRIST AMERICAN B
218 W MAIN ST
DUNDEE,IL60118
(847) 426-6771
NONE
bThe form in which applications should be submitted and information and materials they should include:
NO STANDARD FORM. SHOULD INCLUDE ORGANIZATION'S ANNUAL REPORT FINANCIAL INFO, LIST OF KEY PEOPLE, NEED STATEMENT PROPOSED PLAN, ETC.
cAny submission deadlines:
APRIL 1 AND OCTOBER 1 NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
EDUCATIONAL FUNDING FOR CHALLENGED INDIVIDUALS, PROGRAMS BENEFITING U.S. VETERANS, PROGRAMS BENEFITING CHILDREN OR SENIOR CITIZENS- PREFERENCE TO GREATER CHICAGO LAND AREA
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

ONE LOVE GLOBAL WELLNESS
FOUNDATION
11524 183RD PL
ORLAND PARK,IL60467
NONE   UNRESTRICTED 2,500

CRADLES TO CRAYONS CHICAGO

2500 W BRADLEY PLACE
CHICAGO,IL60618
NONE   UNRESTRICTED 2,500

SALUTE INC

18 NORTH BOTHWELL
PALATINE,IL60067
NONE   UNRESTRICTED 5,000

GIGI'S PLAYHOUSE OAK FOREST LLC

15954 S HARLEM AVE
TINLEY PARK,IL60477
NONE   UNRESTRICTED 5,000

SITSTAYREAD

2849 N CLARK
CHICAGO,IL60657
NONE   UNRESTRICTED 10,000

READING POWER INC

900 W NORTH SHORE DR STE 178
LAKE BLUFF,IL60044
NONE   UNRESTRICTED 2,500

THE MIRACLE LEAGUE OF JOLIET

200 N HAMMES AVE SUITE 2
JOLIET,IL60435
NONE   UNRESTRICTED 2,500

COMMON PANTRY

3908 N LINCOLN AVENUE
CHICAGO,IL60613
NONE   UNRESTRICTED 10,000

OUTREACH

373 S SCHMALE RD STE 102
CAROL STREAM,IL60188
NONE   UNRESTRICTED 5,000

CHRISTOPHER HOUSE

1611 W DIVISION ST
CHICAGO,IL60622
NONE   UNRESTRICTED 5,000

SHELTER INC

1616 N ALRINGTON HEIGHTS RD
ARLINGTON HEIGHTS,IL60004
NONE   UNRESTRICTED 2,500

HANDS OF HOPE OF ILLINOIS

511 OAK LEAF CT UNIT C
JOLIET,IL60436
NONE   UNRESTRICTED 2,500

TURNING POINTE AUTISM FOUNDATION

1500 WEST OGDEN AVENUE
NAPERVILLE,IL60515
NONE   UNRESTRICTED 2,500

BLESSINGS IN A BACKPACK CHICAGO

303 EAST WACKER DRIVE
CHICAGO,IL60601
NONE   UNRESTRICTED 5,000

OPEN HEART MAGIC

67 E MADISON ST
CHICAGO,IL60603
NONE   UNRESTRICTED 2,500

CHICAGO DEBATE COMMISSION DBA
CHICAGO DEBATES
67 E MADISON STREET
CHICAGO,IL60603
NONE   UNRESTRICTED 10,000

STILL POINT THEATRE COLLECTIVE
STILL POINT THEATRE COLLECTIVE
2936 N SOUTHPORT AVE
CHICAGO,IL60657
NONE   UNRESTRICTED 5,000

GENESYS WORKS CHICAGO

180 N WABASH AVE STE 600
CHICAGO,IL60601
NONE   UNRESTRICTED 10,000

CHICAGO HOPES FOR KIDS

318 W ADAMS ST
CHICAGO,IL60606
NONE   UNRESTRICTED 5,000

FOOD FOR GREATER ELGIN
ANDRES DIEZ
1553 COMMERCE DRIVE
ELGIN,IL60123
NONE   UNRESTRICTED 5,000

TRINITY CHARITIES

927 N PLUM GROVE RD
SCHAUMBURG,IL60173
NONE   UNRESTRICTED 2,500

AMERICA CARES TOO

3120 ADAMS ST
BELLWOOD,IL60104
NONE   UNRESTRICTED 5,000

DISABLED PATRIOT FUND

7808 W COLLEGE DR
PALOS HEIGHTS,IL60643
NONE   UNRESTRICTED 10,000

BRAVEHEARTS THERAPEUTIC RIDING
AND EDUCATIONAL CENTER
7319 MAXON ROAD
HARVARD,IL60033
NONE   UNRESTRICTED 7,500

GLENWOOD ACADEMY

500 W 187TH ST
GLENWOOD,IL60425
NONE   UNRESTRICTED 5,000

INFANT WELFARE SOCIETY OF
CHICAGO
3600 W FULLERTON AVE
CHICAGO,IL60647
NONE   UNRESTRICTED 10,000

METROPOLITAN FAMILY SERVICES
MIDWAY CENTER
101 NORTH WACKER DRIVE
CHICAGO,IL60606
NONE   UNRESTRICTED 2,500

THE CHICAGO LIGHTHOUSE

1850 W ROOSEVELT RD
CHICAGO,IL60608
NONE   UNRESTRICTED 5,000

MARYVILLE ACADEMY PENSION PLAN
AND TRUST
1150 N RIVER ROAD
DES PLAINES,IL600161290
NONE   UNRESTRICTED 5,000

ONE HOPE UNITED

333 S WABASH AVE
CHICAGO,IL60604
NONE   UNRESTRICTED 10,000

HELPING HAND CENTER

9649 W 55TH STREET
COUNTRYSIDE,IL60525
NONE   UNRESTRICTED 2,500

RAY GRAHAM ASSOCIATION FOR
PEOPLE WITH DISABILITIES
901 WARRENVILLE DRIVE
LISLE,IL60532
NONE   UNRESTRICTED 5,000

FRIENDSHIP MANOR INC

1209 21ST AVE
ROCK ISLAND,IL61201
NONE   UNRESTRICTED 10,000

SUMMIT SCHOOL INC

333 WEST RIVER ROAD
ELGIN,IL60123
NONE   UNRESTRICTED 2,500

ESPERANZA COMMUNITY SERVICES

520 N MARSHFIELD AVENUE
CHICAGO,IL60622
NONE   UNRESTRICTED 5,000

PATHLIGHTS

7808 W COLLEGE DR STE 5E
PALOS HEIGHTS,IL60463
NONE   UNRESTRICTED 5,000

FOX VALLEY CHRISTIAN ACTION

35W624 RIVERWOODS LANE
ST CHARLES,IL60174
NONE   UNRESTRICTED 5,000

SPECIAL OLYMPICS ILLINOIS

605 E WILLOW STREET
NORMAL,IL617612782
NONE   UNRESTRICTED 5,000

FRANCISCAN OUTREACH

1101 W ADAMS ST STE A
CHICAGO,IL60607
NONE   UNRESTRICTED 5,000

CHAT - COMMUNICATION HEALTH
ADVOCACY & THERAPY
310-D S MAIN STREET
LOMBARD,IL60148
NONE   UNRESTRICTED 2,500

TURNING POINT INC

PO BOX 723
WOODSTOCK,IL60098
NONE   UNRESTRICTED 2,500

HOUSING OPPORTUNITIES &
MAINTENANCE FOR THE ELDERLY
945 W GEORGE ST
CHICAGO,IL60657
NONE   UNRESTRICTED 10,000

ECUMENICAL SUPPORT SERVICES FOR
THE ELDERLY ESSE
41 N PARK BLVD
GLEN ELLYN,IL60137
NONE   UNRESTRICTED 2,500

SENIOR HOME SHARING

403 W ST CHARLES ROAD
LOMBARD,IL60148
NONE   UNRESTRICTED 10,000

NEW MOMS INC

5317 W CHICAGO AVE
CHICAGO,IL60651
NONE   UNRESTRICTED 5,000

ZACHARIAS SEXUAL ABUSE CENTER

4275 OLD GRAND AVE
GURNEE,IL60031
NONE   UNRESTRICTED 10,000

NORTH SIDE HOUSING AND
SUPPORTIVE SERVICES
4410 N RAVENSWOOD 101
CHICAGO,IL60640
NONE   UNRESTRICTED 5,000

THE CENTER FOR ENRICHED LIVING

280 SAUNDERS ROAD
RIVERWOODS,IL60015
NONE   UNRESTRICTED 5,000

DEPRESSION AND BIPOLAR
SUPPORT ALLIANCE
55 E JACKSON BOULEVARD
CHICAGO,IL60604
NONE   UNRESTRICTED 5,000

PORT MINISTRIES

5013 S HERMITAGE AVE
CHICAGO,IL60609
NONE   UNRESTRICTED 5,000

MERCY HOUSING LAKEFRONT

120 S LASALLE ST
STE,IL60603
NONE   UNRESTRICTED 5,000

WINGS PROGRAM INC

PO BOX 95615
PALATINE,IL60095
NONE   UNRESTRICTED 2,500

MAIN STAY THERAPEUTIC FARM

6919 KEYSTONE ROAD
RICHMOND,IL60071
NONE   UNRESTRICTED 5,000

ONE FAMILY ILLINOIS

216 W JACKSON BOULEVARD
CHICAGO,IL60606
NONE   UNRESTRICTED 5,000

CANCER WELLNESS CENTER

215 REVERE DRIVE
NORTHBROOK,IL60062
NONE   UNRESTRICTED 7,500

CASA OF KANE COUNTY
C/O KANE COUNTY COURTHOUSE
100 SOUTH 3RD STREET
GENEVA,IL60134
NONE   UNRESTRICTED 10,000

FELLOWSHIP HOUSING CORPORATION

2500 WEST HIGGINS ROAD
HOFFMAN ESTATES,IL60169
NONE   UNRESTRICTED 5,000

STEPPING STONES INC

1114 N LARKIN
JOLIET,IL60435
NONE   UNRESTRICTED 5,000

LEARNING EDGE TUTORING

535 N PARKSIDE AVE
CHICAGO,IL60644
NONE   UNRESTRICTED 5,000

LAKE COUNTY HAVEN

PO BOX 127
LIBERTYVILLE,IL60048
NONE   UNRESTRICTED 3,500

NAMI METRO SUBURBAN

816 HARRISON STREET
OAK PARK,IL60304
NONE   UNRESTRICTED 5,000

CASA OF DUPAGE COUNTY INC

505 N COUNTY FARM RD
WHEATON,IL60187
NONE   UNRESTRICTED 5,000

CASA LAKE COUNTY INC

700 FOREST EDGE DR
VERNON HILLS,IL60061
NONE   UNRESTRICTED 10,000

CHICAGOLAND LUTHERAN
EDUCATIONAL FOUNDATION
861 S CHURCH RD
BENSENVILLE,IL60106
NONE   UNRESTRICTED 5,000

HAVE DREAMS

515 BUSSE HIGHWAY
PARK RIDGE,IL60068
NONE   UNRESTRICTED 5,000

TRANSITIONAL LIVING SERVICES
DBA VETERANS PATH TO HOPE
805 S MCHENRY AVE
CRYSTAL LAKE,IL60014
NONE   UNRESTRICTED 10,000

CHICAGO SCHOLARS FOUNDATION
DBA CHICAGO SCHOLARS
247 SOUTH STATE STREET
CHICAGO,IL60604
NONE   UNRESTRICTED 5,000

SNOW CITY ARTS

1653 W CONGRESS PKWY
CHICAGO,IL60612
NONE   UNRESTRICTED 5,000

CHILDREN'S ONCOLOGY SERVICES

213 WEST INSTITUTE PLACE
CHICAGO,IL60610
NONE   UNRESTRICTED 5,000

GREAT LAKES ADAPTIVE SPORTS
ASSOCIATION
27864 IRMA LEE CIRCLE 101
LAKE FOREST,IL60045
NONE   UNRESTRICTED 5,000

MIDWEST SHELTER FOR HOMELESS
VETERANS
433 S CARLTON AVE
WHEATON,IL60187
NONE   UNRESTRICTED 5,000

COMMUNITY NUTRITION NETWORK AND
SENIOR SERVICES ASSOCIATION
7222 W CERMAK RD STE 302
NORTH RIVERSIDE,IL60546
NONE   UNRESTRICTED 2,500

SAFE HAVEN FOUNDATION

2750 W ROOSEVELT RD
CHICAGO,IL60608
NONE   UNRESTRICTED 10,000

ALICIAS HOUSE

PO BOX 1232
BEACHER,IL60401
NONE   UNRESTRICTED 5,000

LUSTER LEARNING INSTITUTE NFP

1126 HILLCREST AVE
HIGHLAND PARK,IL60035
NONE   UNRESTRICTED 2,500

OF COLOR INC

2033 W 95TH STREET
CHICAGO,IL60643
NONE   UNRESTRICTED 5,000

FOUNDATION FOR HEARING AND
SPEECH RESOURCES
PO BOX 180018
CHICAGO,IL60618
NONE   UNRESTRICTED 5,000

COLLEGE POSSIBLE

833 N ORLEANS ST SUITE 400
CHICAGO,IL60610
NONE   UNRESTRICTED 12,500

CAMP ODAYIN

3503 HIGH POINT DRIVE NORTH
OAKDALE,MN55128
NONE   UNRESTRICTED 5,000

MATH CIRCLES OF CHICAGO

2907 S WABASH 100B
CHICAGO,IL60616
NONE   UNRESTRICTED 5,000

BEEF 4 HUNGER

PO BOX 464
LAKE FOREST,IL60045
NONE   UNRESTRICTED 2,500

ILLINOIS PARTNERS IN HOPE NFP

1315 S SCHOOLHOUSE RD UNIT 8
NEW LENOX,IL60451
NONE   UNRESTRICTED 5,000

BEACON PLACE

603 S MCALISTER AVE
WAUKEGAN,IL60085
NONE   UNRESTRICTED 10,000

JOYFUL JOURNEY INC

600 LINDBERG ROAD
WEST LAFAYETTE,IN47906
NONE   UNRESTRICTED 5,000

SHARING NOTES

3712 N BROADWAY
CHICAGO,IL60613
NONE   UNRESTRICTED 5,000

VETERAN BUSINESS PROJECT INC

106 S NORTHWEST HWY
PARK RIDGE,IL60068
NONE   UNRESTRICTED 10,000

IMPACTING VETERAN LIVES INC

PO BOX 278
WADSWORTH,IL60083
NONE   UNRESTRICTED 3,000

FILL A HEART 4 KIDS

1 MARKET SQUARE
LAKE FOREST,IL60045
NONE   UNRESTRICTED 5,000

UNITED STATES ADAPTIVE GOLF
ALLIANCE (USAGA)
PO BOX 850
WESTMONT,IL60559
NONE   UNRESTRICTED 5,000

OUR LADY OF TEPEYAC HIGH SCHOOL

2228 SOUTH WHIPPLE STREET
CHICAGO,IL60623
NONE   UNRESTRICTED 5,000

CRUSHER'S CLUB DBA RESTORING
THE PATH
1406 W 64TH STREET
CHICAGO,IL60636
NONE   UNRESTRICTED 15,000

COVENANT HOUSE ILLINOIS

2934 W LAKE STREET
CHICAGO,IL60612
NONE   UNRESTRICTED 2,500

ELDERCARE LAKE COUNTY

410 GRAND AVENUE
WAUKEGAN,IL60085
NONE   UNRESTRICTED 7,500
Total ................................. 3a 521,500
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 ....     14 307,976  
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 ............
    18 822,578  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,130,554  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,130,554
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ANDREW AND ALICE FISCHER CHARITABLE TRUST
EIN:
20-6792124
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,000 1,000   1,000

TY 2025 OtherDecreasesSchedule
Name:
ANDREW AND ALICE FISCHER CHARITABLE TRUST
EIN:
20-6792124
Description Amount
MISC ADJUSTMENT 4,525


TY 2025 OtherExpensesSchedule
Name:
ANDREW AND ALICE FISCHER CHARITABLE TRUST
EIN:
20-6792124
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 4,890 0   4,890
OTHER ALLOCABLE EXPENSE-INCOME 4,875 0   4,875


TY 2025 TaxesSchedule
Name:
ANDREW AND ALICE FISCHER CHARITABLE TRUST
EIN:
20-6792124
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,202 1,202   0
FEDERAL TAX PAYMENT - PRIOR YE 1,678 0   0
FEDERAL ESTIMATES - PRINCIPAL 13,500 0   0
FOREIGN TAXES ON QUALIFIED FOR 4,447 4,447   0