Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 08-01-2024 , and ending 07-31-2025
Name of foundation
LORETTA A WELLS NURSING SCHOLARSHIP TR
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

39-6364734
B Telephone number (see instructions)

(800) 496-2583
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,133,784J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 60,050 60,050  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 55,137
b Gross sales price for all assets on line 6a 343,933
7 Capital gain net income (from Part IV, line 2)... 55,137
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........ 115,187 115,187  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 31,962 16,539   15,423
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
221 57   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,183 16,596 0 15,423
25 Contributions, gifts, grants paid....... 77,987 77,987
26 Total expenses and disbursements. Add lines 24 and 25 110,170 16,596 0 93,410
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,017
b Net investment income (if negative, enter -0-) 98,591
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 1,367 2,228 2,228
2 Savings and temporary cash investments......... 14,874 16,208 16,208
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 855,987 Click to see attachment
List of Attached Documents:
// Content
838,007 		1,625,389
c Investments—corporate bonds (attach schedule)....... 381,455 Click to see attachment
List of Attached Documents:
// Content
390,935 		384,649
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 90,276 Click to see attachment
List of Attached Documents:
// Content
101,618 		105,310
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,343,959 1,348,996 2,133,784
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,343,959 1,348,996
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)..... 1,343,959 1,348,996
30 Total liabilities and net assets/fund balances (see instructions). 1,343,959 1,348,996
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
1,343,959
2
Enter amount from Part I, line 27a .....................
2
5,017
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
20
4
Add lines 1, 2, and 3 ..........................
4
1,348,996
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,348,996
Form 990-PF (2024)
Form 990-PF (2024)
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 20. ALPHABET INC-CL C     2024-09-12
b 1. INTUIT   2022-08-03 2024-09-12
c 4. INTUIT     2024-09-12
d 9. BIOGEN IDEC INC     2024-10-01
e 6. HONEYWELL INTL INC   2009-12-16 2024-10-01
2. INTUIT   2020-02-25 2024-10-01
1. BIOGEN IDEC INC   2021-10-12 2024-10-02
2. BIOGEN IDEC INC   2023-10-27 2024-10-02
3. BIOGEN IDEC INC     2024-10-02
1. BIOGEN IDEC INC   2023-10-27 2024-10-02
1. INTUIT   2020-02-25 2024-10-02
65.245 FIDELITY INTL INDX   2024-08-05 2024-10-03
69.554 FIDELITY 500 INDEX FUND   2019-12-06 2024-10-03
45. JPMORGAN BETABUILDERS CANADA   2019-04-08 2024-10-03
188.426 SIX CIRCLES US UNCONSTR EQ   2024-08-05 2024-10-03
127.144 SIX CIRCLES US UNCONSTR EQ   2023-06-26 2024-10-03
1. INTUIT   2020-02-25 2024-10-07
1. INTUIT   2020-05-04 2024-10-08
1. DEERE & CO   2021-08-19 2024-10-15
1. DEERE & CO   2021-08-19 2024-10-15
1. INTUIT   2020-05-04 2024-10-15
1. DEERE & CO   2021-08-19 2024-10-16
1. DEERE & CO   2021-08-19 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
1. INTUIT   2020-05-04 2024-10-17
882.036 AMERICAN BEACON AHL MGD-R5   2023-08-04 2024-10-21
142.793 BLACKSTONE ALT MULTI-STRAT-Y     2024-10-21
628.141 FRNKLN ALTRNTV STRTGS FND-R6   2024-04-11 2024-10-21
123.606 NEUBERGR LONG SHRT FUND-INST   2024-10-03 2024-10-21
433.839 NEUBERGR LONG SHRT FUND-INST     2024-10-21
921.166 PIMCO UNCONSTRAINED BD FD INSTL CL*     2024-10-21
6. DEERE & CO     2024-11-01
3. ANALOG DEVICES INC   2020-11-06 2024-11-13
20. ANALOG DEVICES INC     2024-11-13
1. CONOCOPHILLIPS   2022-05-19 2024-11-21
7. CONOCOPHILLIPS     2024-11-21
1. CONOCOPHILLIPS   2022-03-03 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
1. LILLY ELI & CO   2016-12-16 2024-11-21
26. MONSTER BEVERAGE CORP     2024-11-21
1. MONSTER BEVERAGE CORP   2022-08-24 2024-11-21
5. T-MOBILE US INC   2022-08-31 2024-11-21
3. LINDE PLC   2023-03-24 2024-11-21
1. LINDE PLC   2023-03-24 2024-11-21
5. MONSTER BEVERAGE CORP   2022-08-24 2024-11-22
33. ISHARES TR 20+ TREAS INDEX FD   2024-02-26 2024-12-03
173. ISHARES TR 20+ TREAS INDEX FD     2024-12-03
562. ISHARES BROAD USD HIGH YIELD     2024-12-03
129. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-27 2024-12-03
387. JPMORGAN BETABUILDERS EUROPE ETF     2024-12-03
80. JPMORGAN BETABUILDERS JAPAN ETF     2024-12-03
27. JPMORGAN BETABUILDERS JAPAN ETF   2023-06-26 2024-12-03
2199.555 SIX CIRCLES CREDIT OPPORT     2024-12-03
329. VANGUARD LONG-TERM TREASURY ETF     2024-12-03
26. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
1. COSTCO WHSL CORP NEW   2023-09-22 2024-12-17
1. COSTCO WHSL CORP NEW   2023-09-22 2024-12-17
19. NVIDIA CORP     2024-12-17
10. T-MOBILE US INC   2022-08-31 2024-12-17
16. T-MOBILE US INC     2024-12-17
. ALEXION PHARMACEUTICALS INC     2025-01-03
2. COSTCO WHSL CORP NEW   2021-10-27 2025-01-24
1. LILLY ELI & CO   2016-12-16 2025-01-27
39. MONSTER BEVERAGE CORP     2025-01-27
18. MONSTER BEVERAGE CORP   2022-06-17 2025-01-27
2. MONSTER BEVERAGE CORP   2022-06-17 2025-01-28
. VALEANT PHARMACEUTICALS INTE     2025-02-10
8. APPLE COMPUTER INC     2025-02-13
2. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
1. NXP SEMICONDUCTORS NV   2024-11-13 2025-02-13
7. HONEYWELL INTL INC   2025-01-24 2025-03-25
1. HONEYWELL INTL INC   2009-12-16 2025-03-25
7. HONEYWELL INTL INC     2025-03-26
2. HONEYWELL INTL INC   2010-02-01 2025-03-26
4. HONEYWELL INTL INC   2010-02-01 2025-03-26
2. HONEYWELL INTL INC   2010-02-01 2025-03-27
3. HONEYWELL INTL INC   2010-02-01 2025-03-27
14. APPLE COMPUTER INC   2024-06-05 2025-04-04
7. APPLE COMPUTER INC     2025-04-09
17. NORFOLK SOUTHN CORP     2025-04-09
8. NORFOLK SOUTHN CORP     2025-04-09
2. REGENERON PHARMACEUTICALS INC     2025-04-28
13. EXXON MOBIL CORP     2025-05-01
14. EXXON MOBIL CORP     2025-05-01
10. ALPHABET INC-CL C   2012-08-13 2025-05-22
2. NXP SEMICONDUCTORS NV   2020-07-10 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-20 2025-05-22
15. NXP SEMICONDUCTORS NV     2025-05-22
4. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-22
1. NXP SEMICONDUCTORS NV   2019-02-19 2025-05-23
57.766 FIDELITY INTL INDX   2024-08-05 2025-06-11
117. ISHARES CORE MSCI EAFE ETF   2017-06-28 2025-06-11
922.83 SIX CIRCLES INTL UNCON EQ   2021-10-26 2025-06-11
25.114 FIDELITY 500 INDEX FUND   2024-12-03 2025-06-18
13. FISERV INC     2025-06-20
10. FISERV INC     2025-06-20
2. MASTERCARD INC - CLASS A   2024-09-12 2025-06-20
2. MASTERCARD INC - CLASS A     2025-06-20
4. REGENERON PHARMACEUTICALS INC     2025-06-20
1. ABBVIE INC   2023-10-27 2025-07-11
4. ALPHABET INC-CL C   2012-08-13 2025-07-11
5. AMAZON COM INC   2025-05-22 2025-07-11
1. AMERICAN EXPRESS CO   2019-05-16 2025-07-11
4. APPLE COMPUTER INC   2024-04-12 2025-07-11
7. BANK OF AMERICA CORPORATION   2025-06-20 2025-07-11
1. BOOKING HOLDINGS INC   2020-10-13 2025-07-11
3. BOSTON SCIENTIFIC CORP     2025-07-11
5. BRISTOL MYERS SQUIBB CO   2022-06-30 2025-07-11
1. BROADCOM INC   2024-12-17 2025-07-11
6. BROADCOM INC   2024-12-17 2025-07-11
1. CADENCE DESIGN SYS INC   2024-11-13 2025-07-11
3. CONOCOPHILLIPS     2025-07-11
2. DISNEY WALT CO   2024-11-21 2025-07-11
1. ECOLAB INC   2025-06-10 2025-07-11
3. EXXON MOBIL CORP   2022-11-01 2025-07-11
1. FACEBOOK INC-A   2021-03-03 2025-07-11
2. FISERV INC     2025-07-11
22. FISERV INC     2025-07-11
1. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2025-07-11
1. HOWMET AEROSPACE INC   2025-03-25 2025-07-11
11. INTUITIVE SURGICAL INC NEW     2025-07-11
34. JPMORGAN BETABUILDERS JAPAN ETF   2023-06-26 2025-07-11
1. JPMORGAN BETABUILDERS CANADA   2019-04-08 2025-07-11
11. JPMORGAN BETABUILDERS CANADA   2019-04-08 2025-07-11
31. JPMORGAN BETABUILDERS CANADA   2019-04-08 2025-07-11
37. JPMORGAN BETABUILDERS DEVELO   2021-02-01 2025-07-11
1. MASTERCARD INC - CLASS A   2022-02-08 2025-07-11
1. MCDONALDS CORP   2024-12-17 2025-07-11
4. MICROSOFT CORP   2025-04-09 2025-07-11
2. MORGAN STANLEY DEAN WITTER & CO NEW   2022-10-05 2025-07-11
9. NVIDIA CORP   2025-04-04 2025-07-11
2. OTIS WORLDWIDE CORP   2024-10-14 2025-07-11
1. PROGRESSIVE CORP OHIO   2022-10-05 2025-07-11
2. SALESFORCE.COM INC   2024-03-20 2025-07-11
152.557 SIX CIRCLES US UNCONSTR EQ   2023-06-26 2025-07-11
148.646 SIX CIRCLES INTL UNCON EQ   2021-10-26 2025-07-11
3. SOUTHERN CO   2025-04-04 2025-07-11
1. TAIWAN SEMICONDUCTOR MFG CO LTD   2025-06-20 2025-07-11
1. UNITEDHEALTH GROUP INC   2022-08-03 2025-07-11
5. WELLS FARGO & CO NEW   2025-06-20 2025-07-11
1. LINDE PLC   2019-04-25 2025-07-11
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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 3,088   366 2,722
b 642   463 179
c 2,569   1,654 915
d 1,717   2,669 -952
e 1,237   235 1,002
1,216   571 645
189   285 -96
379   468 -89
568   839 -271
188   234 -46
607   286 321
3,420   3,133 287
13,811   7,631 6,180
3,231   2,205 1,026
3,407   3,077 330
2,299   1,696 603
603   285 318
610   267 343
403   359 44
405   359 46
618   267 351
406   359 47
405   359 46
609   267 342
611   267 344
8,803   8,838 -35
1,589   1,524 65
7,601   7,299 302
2,293   2,274 19
8,048   6,560 1,488
9,193   9,930 -737
2,402   2,073 329
642   401 241
4,272   2,665 1,607
114   104 10
798   687 111
112   97 15
745   73 672
745   73 672
1,396   1,210 186
54   45 9
1,182   723 459
1,356   1,033 323
453   344 109
270   226 44
3,070   3,088 -18
16,096   23,981 -7,885
20,954   20,631 323
7,496   6,830 666
22,483   20,386 2,097
4,734   4,435 299
1,598   1,370 228
19,730   20,802 -1,072
19,235   19,055 180
3,249   2,227 1,022
991   560 431
987   560 427
2,448   481 1,967
2,238   1,445 793
3,550   2,233 1,317
12     12
1,880   977 903
800   73 727
1,929   1,735 194
895   796 99
98   88 10
12     12
1,897   1,809 88
438   447 -9
217   224 -7
218   224 -6
1,484   1,587 -103
212   39 173
1,499   267 1,232
427   75 352
852   149 703
429   75 354
641   112 529
2,761   2,748 13
1,246   1,335 -89
3,597   2,529 1,068
1,656   953 703
1,209   1,192 17
1,384   1,478 -94
1,493   1,562 -69
1,759   163 1,596
412   234 178
199   94 105
2,995   1,395 1,600
792   370 422
199   93 106
192   93 99
3,266   2,774 492
9,767   7,175 2,592
11,951   10,410 1,541
5,230   5,288 -58
2,123   2,305 -182
1,633   1,256 377
1,063   974 89
1,063   764 299
2,038   2,067 -29
192   137 55
723   65 658
1,125   1,013 112
321   118 203
843   706 137
326   319 7
5,691   1,808 3,883
309   130 179
235   385 -150
275   238 37
1,648   1,430 218
321   309 12
288   280 8
240   231 9
267   269 -2
346   334 12
719   260 459
331   251 80
3,661   2,744 917
277   127 150
179   137 42
5,632   3,454 2,178
2,029   1,725 304
81   49 32
886   539 347
2,496   1,519 977
2,026   2,046 -20
550   373 177
299   297 2
2,018   1,439 579
283   166 117
1,496   871 625
198   211 -13
246   123 123
519   609 -90
2,860   2,035 825
1,941   1,677 264
278   275 3
232   209 23
300   542 -242
411   377 34
467   176 291
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
      4,235
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       2,722
b       179
c       915
d       -952
e       1,002
      645
      -96
      -89
      -271
      -46
      321
      287
      6,180
      1,026
      330
      603
      318
      343
      44
      46
      351
      47
      46
      342
      344
      -35
      65
      302
      19
      1,488
      -737
      329
      241
      1,607
      10
      111
      15
      672
      672
      186
      9
      459
      323
      109
      44
      -18
      -7,885
      323
      666
      2,097
      299
      228
      -1,072
      180
      1,022
      431
      427
      1,967
      793
      1,317
      12
      903
      727
      194
      99
      10
      12
      88
      -9
      -7
      -6
      -103
      173
      1,232
      352
      703
      354
      529
      13
      -89
      1,068
      703
      17
      -94
      -69
      1,596
      178
      105
      1,600
      422
      106
      99
      492
      2,592
      1,541
      -58
      -182
      377
      89
      299
      -29
      55
      658
      112
      203
      137
      7
      3,883
      179
      -150
      37
      218
      12
      8
      9
      -2
      12
      459
      80
      917
      150
      42
      2,178
      304
      32
      347
      977
      -20
      177
      2
      579
      117
      625
      -13
      123
      -90
      825
      264
      3
      23
      -242
      34
      291
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 55,137
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 right arrow 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 1,370
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 1,370
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 1,370
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 672
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,383
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,055
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 685
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow685 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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)
right arrowWI
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 2024 or the taxable year beginning in 2024? 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 addressright arrow  
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
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 ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA TRUSTEE
2 		31,962    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
2,038,823
b
Average of monthly cash balances.......................
1b
46,919
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,085,742
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
2,085,742
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,286
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,054,456
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
102,723
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
102,723
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,370
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,370
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
101,353
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
101,353
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
101,353
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, column (d), line 26 ..........
1a
93,410
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
93,410
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 101,353
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 77,987
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 93,410
a Applied to 2023, but not more than line 2a 77,987
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 2024 distributable amount..... 15,423
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		85,930
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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, b, or c 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 right arrow 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, b, c, and d. 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 (2024)
Form 990-PF (2024)
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

PLEASE SEE ATTACHED

PLEASE SEE ATTACHED
PLEASE SEE ATTACHED,WI54311 		NONE I SCHOLARSHIP 77,987
Total .................................right arrow 3a 77,987
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 60,050  
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 55,137  
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) ..   115,187  
13Total. Add line 12, columns (b), (d), and (e)..................
13
115,187
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
LORETTA A WELLS NURSING SCHOLARSHIP TR
EIN:
39-6364734
Name of Bond End of Year Book Value End of Year Fair Market Value
54401E143 LORD ABBETT SHRT DUR 41,215 38,999
464287432 ISHARES 20+ YEAR TRE    
83002G702 SIX CIRCLES GLOBAL B 92,311 83,137
83002G884 SIX CIRCLES CREDIT O 82,493 84,794
921937835 VANGUARD TOTAL BOND 20,886 21,008
92206C771 VANGUARD MORTGAGE-BA 62,966 62,831
92203J407 VANGUARD TOTAL INTL 52,125 52,953
46435U853 ISHARES BROAD USD HI    
92206C847 VANGUARD LONG-TERM T    
92206C870 VANGUARD INT-TERM CO 38,939 40,927

TY 2024 InvestmentsCorpStockSchedule
Name:
LORETTA A WELLS NURSING SCHOLARSHIP TR
EIN:
39-6364734
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC-CL C 1,456 19,672
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 6,275 34,805
57636Q104 MASTERCARD INC - A 2,752 16,428
65339F101 NEXTERA ENERGY INC 4,279 5,969
101137107 BOSTON SCIENTIFIC CO 2,255 9,862
110122108 BRISTOL-MYERS SQUIBB 7,586 5,414
532457108 ELI LILLY & CO 1,194 5,180
438516106 HONEYWELL INTERNATIO    
464287465 ISHARES MSCI EAFE ET 14,425 24,068
548661107 LOWE'S COS INC 2,945 6,036
594918104 MICROSOFT CORP 3,153 55,484
609207105 MONDELEZ INTERNATION 2,446 4,593
617446448 MORGAN STANLEY 2,103 11,112
655844108 NORFOLK SOUTHERN COR    
713448108 PEPSICO INC 5,191 5,931
78462F103 SPDR S&P 500 ETF TRU 61,941 214,907
882508104 TEXAS INSTRUMENTS IN 5,924 11,045
91324P102 UNITEDHEALTH GROUP I 2,496 7,736
94106B101 WASTE CONNECTIONS IN 1,785 5,227
949746101 WELLS FARGO & CO 6,194 13,143
46432F842 ISHARES CORE MSCI EA 28,238 37,824
67066G104 NVIDIA CORP 4,192 59,586
337738108 FISERV INC    
580135101 MCDONALD'S CORP 7,819 9,602
83002G306 SIX CIRCLES US UNCON 168,692 301,005
83002G405 SIX CIRCLES INTL UNC 140,764 184,024
N6596X109 NXP SEMICONDUCTORS N    
00287Y109 ABBVIE INC 4,142 10,207
023135106 AMAZON.COM INC 3,880 34,414
025816109 AMERICAN EXPRESS CO 2,657 7,483
037833100 APPLE INC 3,613 25,946
060505104 BANK OF AMERICA CORP 4,433 10,305
09857L108 BOOKING HOLDINGS INC 3,323 11,008
315911750 FIDELITY 500 INDEX F 81,999 142,642
461202103 INTUIT INC    
883556102 THERMO FISHER SCIENT 5,153 5,612
N07059210 ASML HOLDING NV-NY R 2,234 3,474
007903107 ADVANCED MICRO DEVIC    
032654105 ANALOG DEVICES INC    
20825C104 CONOCOPHILLIPS 5,392 7,723
363576109 ARTHUR J GALLAGHER & 3,255 6,607
43300A203 HILTON WORLDWIDE HOL 3,034 6,434
45687V106 INGERSOLL RAND INC 4,012 5,755
46641Q191 JPMORGAN BETABUILDER    
46641Q217 JPMORGAN BETABUILDER 50,349 64,681
46641Q225 JPMORGAN BETABUILDER 25,164 42,397
46641Q233 JPMORGAN BETABUILDER 28,321 31,015
75886F107 REGENERON PHARMACEUT    
G29183103 EATON CORP PLC 3,303 9,618
G8994E103 TRANE TECHNOLOGIES P 2,907 3,505
22160K105 COSTCO WHOLESALE COR 2,442 4,698
244199105 DEERE & CO    
46120E602 INTUITIVE SURGICAL I    
61174X109 MONSTER BEVERAGE COR    
679580100 OLD DOMINION FREIGHT 3,523 3,731
743315103 PROGRESSIVE CORP 5,315 10,892
30231G102 EXXON MOBIL CORP 6,621 10,494
78409V104 S&P GLOBAL INC 4,285 6,613
872540109 TJX COMPANIES INC 3,111 4,732
872590104 T-MOBILE US INC    
G54950103 LINDE PLC 3,348 9,665
573284106 MARTIN MARIETTA MATE 5,530 7,473
79466L302 SALESFORCE INC 8,581 7,750
842587107 THE SOUTHERN COMPANY 9,176 10,960
863667101 STRYKER CORP 4,730 6,284
11135F101 BROADCOM INC 10,410 12,923
127387108 CADENCE DESIGN SYS I 3,677 4,375
13646K108 CANADIAN PACIFIC KAN 6,258 6,472
254687106 WALT DISNEY CO/THE 6,953 7,266
278865100 ECOLAB INC 5,933 6,020
443201108 HOWMET AEROSPACE INC 2,737 3,595
478160104 JOHNSON & JOHNSON 5,931 6,260
68902V107 OTIS WORLDWIDE CORP 6,877 5,741
824348106 SHERWIN-WILLIAMS CO/ 3,043 2,647
874039100 TAIWAN SEMICONDUCTOR 5,215 6,282
931142103 WALMART INC 3,035 3,037

TY 2024 InvestmentsOtherSchedule2
Name:
LORETTA A WELLS NURSING SCHOLARSHIP TR
EIN:
39-6364734
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 30,023 30,923
64128R608 NEUBERGER BERM LNG S AT COST 8,428 11,141
72201M487 PIMCO DYNAMIC BOND-I      
024525669 AMERICAN BEACON AHL      
35241W401 K2 ALTERNATIVE STRAT      
72201U638 PIMCO MRTG OPP & BND AT COST 21,490 21,279
83002G876 SIX CIRCLES MULTI-ST AT COST 41,677 41,967

TY 2024 OtherIncreasesSchedule
Name:
LORETTA A WELLS NURSING SCHOLARSHIP TR
EIN:
39-6364734
Description Amount
ROUNDING 20


TY 2024 TaxesSchedule
Name:
LORETTA A WELLS NURSING SCHOLARSHIP TR
EIN:
39-6364734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 57 57   0
FEDERAL ESTIMATES - INCOME 164 0   0