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
CHESS LUPTON CHARITABLE TRUST 1045000200
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 260
  Room/suite
City or town
CHAMPAIGN
State or province
IL
Country  
ZIP or foreign postal code
618240260
A Employer identification number

37-6127169
B Telephone number (see instructions)

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)$1,449,916J 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... 54,291 54,291  
5a Gross rents............ 54,996 54,996 54,996
b Net rental income or (loss) 44,246
6a Net gain or (loss) from sale of assets not on line 10 37,227
b Gross sales price for all assets on line 6a 440,885
7 Capital gain net income (from Part IV, line 2)... 37,227
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........ 146,514 146,514 54,996
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,457 20,457    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,660 1,660 0 0
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
15,721 668   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,026 15,026 10,750  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,864 37,811 10,750 0
25 Contributions, gifts, grants paid....... 203,152 203,152
26 Total expenses and disbursements. Add lines 24 and 25 ................ 256,016 37,811 10,750 203,152
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -109,502
b Net investment income (if negative, enter -0-) 108,703
c Adjusted net income (if negative, enter -0-)... 44,246
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......... 21,947 79,370  
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) 440,284 Click to see attachment
List of Attached Documents:
// Content
371,542 		369,293
b Investments—corporate stock (attach schedule)....... 403,042 Click to see attachment
List of Attached Documents:
// Content
311,120 		565,143
c Investments—corporate bonds (attach schedule)....... 529,985 Click to see attachment
List of Attached Documents:
// Content
511,739 		515,480
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 136,590
Less: accumulated depreciation (attach schedule)   136,590 Click to see attachment
List of Attached Documents:
// Content
136,590 		 
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,531,848 1,410,361 1,449,916
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........ 1,531,848 1,410,361
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)..... 1,531,848 1,410,361
30 Total liabilities and net assets/fund balances (see instructions). 1,531,848 1,410,361
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
1,531,848
2
Enter amount from Part I, line 27a .....................
2
-109,502
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
255
4
Add lines 1, 2, and 3 ..........................
4
1,422,601
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
12,240
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,410,361
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 9.833 AQR TM EMERGING MULTI-SYTLE FUND CLASS R   2018-12-20 2025-01-16
b 1073.075 AQR TM EMERGING MULTI-SYTLE FUND CLASS R   2024-08-16 2025-12-12
c 672.589 AMERICAN CENTURY MID CAP VALUE FUND Y   2024-08-16 2025-12-12
d 1. AMGEN, INC.   2017-11-09 2025-01-16
e 5. APPLE COMPUTER INC.   2012-12-14 2025-01-16
3. APPLIED MATERIALS   2018-12-14 2025-01-16
1. BECTON, DICKINSON & CO.   2017-11-09 2025-01-16
10. BECTON, DICKINSON & CO.   2024-08-16 2025-10-15
3. BERKSHIRE HATHAWAY INC   2017-11-09 2025-01-16
2. BRISTOL MYERS SQUIBB CO.   2019-11-20 2025-01-16
31. BRISTOL MYERS SQUIBB CO.   2019-11-20 2025-06-03
1. BROADCOM INC   2021-11-16 2025-01-16
2. CIGNA GROUP   2018-12-20 2025-01-16
.25 CAPITAL ONE FINL CORP   2020-07-30 2025-05-21
1. CHEVRONTEXACO CORP   2008-10-03 2025-01-16
6. CITIGROUP INC   2017-11-09 2025-01-16
4. CONSTELLATION ENERGY CORP   2017-11-09 2025-01-16
272.195 DFA INTERNATIONAL CORE EQUITY I   2024-08-16 2025-01-16
1248.529 DFA INTERNATIONAL CORE EQUITY I   2024-08-16 2025-12-12
4.405 DFA EMERGING MARKETS SMALL CAP PORTFOLIO INSTITUTIONAL CLASS   2017-01-12 2025-01-16
475.671 DFA EMERGING MARKETS SMALL CAP PORTFOLIO INSTITUTIONAL CLASS   2024-08-16 2025-12-12
2. DISCOVER FINANCIAL SERVICES   2020-07-30 2025-01-16
30000. ENBRIDGE ENERGY PARTNERS LP L P SR NT 5.875% 10/15/2025-2025   2020-01-08 2025-07-28
9.141 AMERICAN FUNDS EUROPACIFIC GROWTH FUND C   2017-01-26 2025-01-16
196.042 AMERICAN FUNDS EUROPACIFIC GROWTH FUND C   2024-08-16 2025-12-12
25000. FHLB CONS BD 2.375% 03/14/2025   2016-11-02 2025-03-14
1330.97 FIDELITY INTERMEDIATE TREASURY BOND INDE   2023-02-01 2025-04-08
2. FISERV INC   2017-11-09 2025-01-16
16. FISERV INC   2017-11-09 2025-11-20
87.304 GMO INTERNATIONAL DEVELOPED EQITY ALLOC   2012-08-24 2025-01-16
734.098 GMO INTERNATIONAL DEVELOPED EQITY ALLOC   2024-08-16 2025-12-12
1. GOLDMAN SACHS GROUP INC COM   2019-05-03 2025-01-16
35000. HEALTH CARE REIT INC NT 4% 06/01/2025   2022-08-25 2025-06-01
40000. HUMANA INC SR GLBL NT 3.7% 03/23/2029-20   2024-08-19 2025-05-15
5. J P MORGAN CHASE & CO   2017-11-09 2025-01-16
4. JOHNSON & JOHNSON   2017-11-09 2025-01-16
1. MASTERCARD INCORPORATED   2017-08-18 2025-01-16
1. MICROSOFT CORPORATION   2014-01-17 2025-01-16
30. NIKE INC   2017-11-09 2025-04-14
11. NOVO NORDISK AS   2024-02-27 2025-08-19
13. NVIDIA CORPORATION CORP COM   2022-06-06 2025-01-16
4. PFIZER, INC.   2017-11-09 2025-01-16
863.67 CONGRESS MID CAP GROWTH FUND INSTITUTION   2023-12-08 2025-12-08
1. QUALCOMM INC   2017-01-06 2025-01-16
35000. UNITED STATES TREASURY NTS 2% 08/15/2025   2023-10-03 2025-08-15
30000. UNITED STATES TREASURY NOTE 2.25% 02/15/   2022-04-12 2025-04-24
20000. UNITED STATES TREASURY NOTES 1.5% 02/15/   2021-08-04 2025-05-02
40000. UNITED STATES OF AMERICA NOTES 3.875% 08   2024-08-19 2025-05-12
275.812 VANGUARD MALVERN FUNDS EMERGING MARKETS   2024-08-16 2025-12-12
5. VANGUARD MID CAP GROWTH ETF   2025-12-08 2025-12-12
86.68 VANGUARD SMALL CAP INDEX FUND ADMIRAL SH   2024-08-16 2025-12-12
48.373 WILLIAM BLAIR EMERGING MKTS SMALL CAP GR   2013-10-02 2025-01-16
472.062 WILLIAM BLAIR EMERGING MKTS SMALL CAP GR   2024-08-16 2025-12-12
18. LYONDELLBASELL INDUSTRIES NV   2017-11-09 2025-04-04
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
(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 100   92 8
b 14,175   10,993 3,182
c 11,447   10,996 451
d 269   172 97
e 1,148   92 1,056
567   98 469
236   221 15
1,867   1,360 507
1,378   546 832
112   112  
1,494   1,733 -239
232   57 175
562   373 189
49   12 37
159   80 79
469   410 59
1,261   140 1,121
4,222   4,415 -193
24,921   20,251 4,670
100   85 15
12,757   11,359 1,398
369   101 268
30,000   30,000  
500   434 66
13,005   11,470 1,535
25,000   25,000  
12,924   13,190 -266
412   128 284
965   866 99
1,505   1,199 306
17,934   13,082 4,852
612   208 404
35,000   35,000  
38,084   38,823 -739
1,265   323 942
591   561 30
521   132 389
427   36 391
1,663   1,052 611
598   1,345 -747
1,765   244 1,521
106   132 -26
19,122   13,464 5,658
163   66 97
35,000   35,000  
29,148   29,744 -596
17,895   20,356 -2,461
38,369   40,054 -1,685
6,859   6,534 325
1,418   1,423 -5
10,909   7,650 3,259
1,011   680 331
11,570   10,116 1,454
1,051   1,648 -597
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
      7,599
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       8
b       3,182
c       451
d       97
e       1,056
      469
      15
      507
      832
       
      -239
      175
      189
      37
      79
      59
      1,121
      -193
      4,670
      15
      1,398
      268
       
      66
      1,535
       
      -266
      284
      99
      306
      4,852
      404
       
      -739
      942
      30
      389
      391
      611
      -747
      1,521
      -26
      5,658
      97
       
      -596
      -2,461
      -1,685
      325
      -5
      3,259
      331
      1,454
      -597
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 37,227
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 1,511
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 1,511
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 6,144
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,300
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 2,300
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 2,300
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 2,300
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofBUSEY BANK Telephone no. (217) 365-4800

Located at201 W MAIN STURBANAIL ZIP+461801
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)
 
No
(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
 
 
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
BUSEY BANK TRUSTEE
5 		20,457    
130 N WATER ST
DECATUR,IL62523
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
1,572,376
b
Average of monthly cash balances.......................
1b
65,384
c
Fair market value of all other assets (see instructions)................
1c
2,352,000
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,989,760
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
3,989,760
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
59,846
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,929,914
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
196,496
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
196,496
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
196,496
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
196,496
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
196,496
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
203,152
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
203,152
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 7 196,496
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 203,151
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: $ 203,152
a Applied to 2024, but not more than line 2a 203,151
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..... 1
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 .......... 		196,495
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

DECATUR MEMORIAL HOSPITAL
C/O MEMORIAL HEALTH
ATTN GENERAL ACCOUNTING
SPRINGFIELD,IL627023757 		NONE   OPERATIONS 101,576

ST MARY'S HOSPITAL
ACCOUNTING DEPARTMENT
1800 EAST LAKE SHORE DRIVE
DECATUR,IL625213883 		NONE   OPERATIONS 101,576
Total ................................. 3a 203,152
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 54,291  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 44,246  
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 37,227  
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) ..   135,764  
13Total. Add line 12, columns (b), (d), and (e)..................
13
135,764
(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:
CHESS LUPTON CHARITABLE TRUST 1045000200
EIN:
37-6127169
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,660 1,660    

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 DepreciationSchedule
Name:
CHESS LUPTON CHARITABLE TRUST 1045000200
EIN:
37-6127169
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FARM 160A ELLIOTT 1973-03-11 136,590   L          

TY 2025 InvestmentsCorpBondsSchedule
Name:
CHESS LUPTON CHARITABLE TRUST 1045000200
EIN:
37-6127169
Name of Bond End of Year Book Value End of Year Fair Market Value
ELEVANCE HEALTH INC SR GLBL NT 26,497 27,419
CITIGROUP INC SR GLBL NT 3.7% 25,064 24,997
DUKE ENERGY CORP 2.65% 09/01/2 39,242 39,658
EBAY INC SR GLBL NT 3.6% 06/05 29,916 29,841
META PLATFORMS INC 4.8% 05/15/ 29,192 30,915
INTERNATIONAL BUSINESS MACHS 5 37,671 39,019
KEURIG DR PEPPER INC GLBL NT 3 36,041 33,278
KEYSIGHT TECHNOLOGIES INC SR G 25,728 25,129
LOWES COMPANIES INC SR GLBL NT 32,968 35,470
M & T BK CORP 4.833% 01/16/202 28,924 29,470
MCDONALDS CORP FR 2.625% 09/01 35,403 33,391
NEXTERA ENERGY CAP HOLDINGS IN 38,575 39,231
PROLOGIS LP 4.75% 06/15/2033-2 40,030 40,406
REPUBLIC SVCS INC 5.2% 11/15/2 41,392 41,489
SEMPRA 3.4% 02/01/2028-2027 29,681 29,551
VANGUARD MALVERN FUNDS EMERGIN 15,415 16,216
ENBRIDGE ENERGY PARTNERS LP L    
FIDELITY INTERMEDIATE TREASURY    
HEALTH CARE REIT INC NT 4% 06/    
HUMANA INC SR GLBL NT 3.7% 03/    

TY 2025 InvestmentsCorpStockSchedule
Name:
CHESS LUPTON CHARITABLE TRUST 1045000200
EIN:
37-6127169
Name of Stock End of Year Book Value End of Year Fair Market Value
AQR TM EMERGING MULTI-SYTLE FU 18,239 26,405
ADOBE INC 1,690 1,750
LSV SMALL CAP VALUE FUND INSTI 6,784 8,426
ALPHABET INC 1,834 21,025
ALTRIA GROUP INC 1,564 2,249
AMAZON COM INC 5,179 12,926
AMERICAN CENTURY MID CAP VALUE 16,327 15,559
AMGEN INC 1,211 3,273
APPLE INC 1,410 20,933
APPLIED MATERIALS 622 4,883
BERKSHIRE HATHAWAY INC 1,713 6,534
BORGWARNER INC 1,534 2,118
BROADCOM INC 2,104 12,806
CBRE GROUP INC 677 2,573
CIGNA GROUP 2,519 3,028
CANADIAN PACIFIC KANSAS CITY L 1,499 1,546
CAPITAL ONE FINANCIAL CORP 643 3,151
CHEVRON CORP 1,488 2,743
CITIGROUP INC 2,316 4,318
COLGATE PALMOLIVE CO 1,422 1,817
CONSOLIDATED EDISON INC 1,402 1,986
CONSTELLATION ENERGY CORP 316 4,239
CROWN CASTLE INC 1,445 1,422
CUMMINS INC 2,502 4,594
DFA INTERNATIONAL CORE EQUITY 32,539 40,704
DFA EMERGING MARKETS SMALL CAP 13,618 17,980
DANAHER CORPORATION 467 2,747
DECKERS OUTDOOR CORP COM 1,609 1,555
WALT DISNEY CO 1,250 2,958
AMERICAN FUNDS EUROPACIFIC GRO 30,010 32,641
EXELON CORPORATION 1,488 2,703
EXPEDITORS INTERNATIONAL OF WA 955 2,384
EXXON MOBIL CORP 1,879 2,888
META PLATFORMS INC 2,141 9,901
GMO INTERNATIONAL DEVELOPED EQ 18,379 29,119
ARTHUR J GALLAGHER & CO 1,674 1,812
GENERAL DYNAMICS CORP 911 2,020
GOLDMAN SACHS GROUP INC 1,246 5,274
JP MORGAN CHASE & CO 1,415 8,056
JOHNSON & JOHNSON 2,116 5,588
LABCORP HOLDINGS INC COM SHS 1,190 2,509
LEIDOS HOLDINGS INC 2,017 2,886
LOWES COMPANIES INC 583 2,653
MASTERCARD INCORPORATED 1,114 5,709
MCKESSON CORP 1,579 1,641
MICROSOFT CORP 1,564 20,796
NUCOR CORP 1,683 3,588
NVIDIA CORPORATION CORP COM 9,745 20,888
OREILLY AUTOMOTIVE INC 974 1,368
ORACLE CORP 745 5,068
PEPSICO INC 1,323 2,870
PFIZER INC 2,504 2,017
PHILIP MORRIS INTL INC 2,329 4,812
PROCTER AND GAMBLE CO 846 2,150
QUALCOMM INC 1,358 3,592
RAYTHEON TECHNOLOGIES CORP 1,817 5,319
SCHLUMBERGER LTD 3,503 2,495
CHARLES SCHWAB CORP 2,465 4,196
THERMO FISHER SCIENTIFIC INC 1,255 2,897
TORTOISE NORTH AMERICAN PIPELI 7,018 12,600
VALERO ENERGY CORPORATION 1,230 2,930
VENTAS INC 1,278 1,935
VANGUARD MID CAP GROWTH ETF 17,639 17,307
VANGUARD SMALL CAP INDEX FUND 12,844 28,698
VANGUARD TOTAL STOCK MARKET ET 12,741 17,434
VIRTUS KAR INTERNATIONAL SMALL 12,625 14,497
WILLIAM BLAIR EMERGING MKTS SM 12,263 16,873
ACCENTURE PLC 980 2,683
JOHNSON CONTROLS INTERNATIONAL 1,367 4,191
LINDE PLC 2,023 3,411
MEDTRONIC PLC 1,298 2,498
NVENT ELECTRIC PLC 665 2,957
PENTAIR PLC 418 1,041
BECTON DICKINSON AND CO    
BRISTOL MYERS SQUIBB CO    
DISCOVER FINANCIAL SERVICES    
FISERV INC    
JACKSON SQUARE NORTH AMERICAN    
NIKE INC    
NOVO NORDISK AS    
CONGRESS MID CAP GROWTH FUND I    
LYONDELLBASELL INDUSTRIES NV    

TY 2025 InvestmentsGovtObligationsSch
Name:
CHESS LUPTON CHARITABLE TRUST 1045000200
EIN:
37-6127169
US Government Securities - End of Year Book Value:

371,542
US Government Securities - End of Year Fair Market Value:

369,293
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2025 LandEtcSchedule2
Name:
CHESS LUPTON CHARITABLE TRUST 1045000200
EIN:
37-6127169
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FARM 160A ELLIOTT 136,590   136,590  


TY 2025 OtherDecreasesSchedule
Name:
CHESS LUPTON CHARITABLE TRUST 1045000200
EIN:
37-6127169
Description Amount
TRANSACTIONS POSTED AFTER PERIOD END 237
Q4 ESTIMATED TAX POSTED IN JANUARY 12,000
ROUDNING 3


TY 2025 OtherExpensesSchedule
Name:
CHESS LUPTON CHARITABLE TRUST 1045000200
EIN:
37-6127169
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 15 15   0
OTHER TAXES (NOT SUBJECT TO $1 4,261 4,261   0
Rent and Royalty Expense 10,750      


TY 2025 OtherIncreasesSchedule
Name:
CHESS LUPTON CHARITABLE TRUST 1045000200
EIN:
37-6127169
Description Amount
TRANSACTIONS POSTED FOR PRIOR PERIOD 180
ACCRUED INTEREST POSTED IN 2025 FOR 2024 75


TY 2025 TaxesSchedule
Name:
CHESS LUPTON CHARITABLE TRUST 1045000200
EIN:
37-6127169
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 55 55   0
STATE INCOME TAXES - PRINCIPAL 15,053 0   0
FOREIGN TAXES ON QUALIFIED FOR 361 361   0
FOREIGN TAXES ON NONQUALIFIED 252 252   0