﻿<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.irs.gov/efile" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.irs.gov/efile" returnVersion="2024v5.2">
  <ReturnHeader binaryAttachmentCnt="0">
    <ReturnTs>2025-09-25T19:43:11-05:00</ReturnTs>
    <TaxPeriodEndDt>2024-12-31</TaxPeriodEndDt>
    <PreparerFirmGrp>
      <PreparerFirmEIN>363815082</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1Txt>BURKE WARREN MACKAY &amp; SERRITELLA PC</BusinessNameLine1Txt>
      </PreparerFirmName>
      <PreparerUSAddress>
        <AddressLine1Txt>330 N WABASH AVE 22ND FLOOR</AddressLine1Txt>
        <CityNm>CHICAGO</CityNm>
        <StateAbbreviationCd>IL</StateAbbreviationCd>
        <ZIPCd>606113607</ZIPCd>
      </PreparerUSAddress>
    </PreparerFirmGrp>
    <ReturnTypeCd>990PF</ReturnTypeCd>
    <TaxPeriodBeginDt>2024-01-01</TaxPeriodBeginDt>
    <Filer>
      <EIN>261115900</EIN>
      <BusinessName>
        <BusinessNameLine1Txt>TRIO FOUNDATION</BusinessNameLine1Txt>
      </BusinessName>
      <BusinessNameControlTxt>TRIO</BusinessNameControlTxt>
      <PhoneNum>3129177795</PhoneNum>
      <USAddress>
        <AddressLine1Txt>905 SUNSET ROAD</AddressLine1Txt>
        <CityNm>WINNETKA</CityNm>
        <StateAbbreviationCd>IL</StateAbbreviationCd>
        <ZIPCd>600933621</ZIPCd>
      </USAddress>
    </Filer>
    <BusinessOfficerGrp>
      <PersonNm>ALEX AMBOIAN</PersonNm>
      <PersonTitleTxt>TREASURER</PersonTitleTxt>
      <PhoneNum>3129177795</PhoneNum>
      <SignatureDt>2025-09-25</SignatureDt>
      <DiscussWithPaidPreparerInd>1</DiscussWithPaidPreparerInd>
    </BusinessOfficerGrp>
    <IRSResponsiblePrtyInfoCurrInd>1</IRSResponsiblePrtyInfoCurrInd>
    <PreparerPersonGrp>
      <PreparerPersonNm>GREGORY M WINTERS</PreparerPersonNm>
      <PTIN>P01295053</PTIN>
      <PhoneNum>3128407000</PhoneNum>
    </PreparerPersonGrp>
    <TaxYr>2024</TaxYr>
    <BuildTS>2025-03-06 01:10:19Z</BuildTS>
  </ReturnHeader>
  <ReturnData documentCnt="6">
    <IRS990PF documentId="RetDoc1235000001">
      <Organization501c3ExemptPFInd>X</Organization501c3ExemptPFInd>
      <FMVAssetsEOYAmt>4746677</FMVAssetsEOYAmt>
      <MethodOfAccountingCashInd>X</MethodOfAccountingCashInd>
      <AnalysisOfRevenueAndExpenses>
        <ScheduleBNotRequiredInd>X</ScheduleBNotRequiredInd>
        <InterestOnSavRevAndExpnssAmt>3132</InterestOnSavRevAndExpnssAmt>
        <InterestOnSavNetInvstIncmAmt>3132</InterestOnSavNetInvstIncmAmt>
        <DividendsRevAndExpnssAmt>95003</DividendsRevAndExpnssAmt>
        <DividendsNetInvstIncmAmt>95003</DividendsNetInvstIncmAmt>
        <NetGainSaleAstRevAndExpnssAmt>99994</NetGainSaleAstRevAndExpnssAmt>
        <GrossSalesPriceAmt>336888</GrossSalesPriceAmt>
        <CapGainNetIncmNetInvstIncmAmt>99994</CapGainNetIncmNetInvstIncmAmt>
        <TotalRevAndExpnssAmt>198129</TotalRevAndExpnssAmt>
        <TotalNetInvstIncmAmt>198129</TotalNetInvstIncmAmt>
        <CompOfcrDirTrstRevAndExpnssAmt>0</CompOfcrDirTrstRevAndExpnssAmt>
        <CompOfcrDirTrstNetInvstIncmAmt>0</CompOfcrDirTrstNetInvstIncmAmt>
        <CompOfcrDirTrstDsbrsChrtblAmt>0</CompOfcrDirTrstDsbrsChrtblAmt>
        <TaxesRevAndExpnssAmt referenceDocumentId="RetDoc2002500001">1051</TaxesRevAndExpnssAmt>
        <TaxesNetInvstIncmAmt>0</TaxesNetInvstIncmAmt>
        <TaxesDsbrsChrtblAmt>0</TaxesDsbrsChrtblAmt>
        <OtherExpensesRevAndExpnssAmt referenceDocumentId="RetDoc2003200001">29700</OtherExpensesRevAndExpnssAmt>
        <OtherExpensesNetInvstIncmAmt>29685</OtherExpensesNetInvstIncmAmt>
        <OtherExpensesDsbrsChrtblAmt>0</OtherExpensesDsbrsChrtblAmt>
        <TotOprExpensesRevAndExpnssAmt>30751</TotOprExpensesRevAndExpnssAmt>
        <TotOprExpensesNetInvstIncmAmt>29685</TotOprExpensesNetInvstIncmAmt>
        <TotOprExpensesDsbrsChrtblAmt>0</TotOprExpensesDsbrsChrtblAmt>
        <ContriPaidRevAndExpnssAmt>20000</ContriPaidRevAndExpnssAmt>
        <ContriPaidDsbrsChrtblAmt>20000</ContriPaidDsbrsChrtblAmt>
        <TotalExpensesRevAndExpnssAmt>50751</TotalExpensesRevAndExpnssAmt>
        <TotalExpensesNetInvstIncmAmt>29685</TotalExpensesNetInvstIncmAmt>
        <TotalExpensesDsbrsChrtblAmt>20000</TotalExpensesDsbrsChrtblAmt>
        <ExcessRevenueOverExpensesAmt>147378</ExcessRevenueOverExpensesAmt>
        <NetInvestmentIncomeAmt>168444</NetInvestmentIncomeAmt>
      </AnalysisOfRevenueAndExpenses>
      <Form990PFBalanceSheetsGrp>
        <SavAndTempCashInvstBOYAmt>1034956</SavAndTempCashInvstBOYAmt>
        <SavAndTempCashInvstEOYAmt>1001455</SavAndTempCashInvstEOYAmt>
        <SavAndTempCashInvstEOYFMVAmt>1001455</SavAndTempCashInvstEOYFMVAmt>
        <CorporateStockBOYAmt>1349151</CorporateStockBOYAmt>
        <CorporateStockEOYAmt referenceDocumentId="RetDoc2018900001">1344001</CorporateStockEOYAmt>
        <CorporateStockEOYFMVAmt>1955712</CorporateStockEOYFMVAmt>
        <OtherInvestmentsBOYAmt>1640879</OtherInvestmentsBOYAmt>
        <OtherInvestmentsEOYAmt referenceDocumentId="RetDoc2018100001">1726908</OtherInvestmentsEOYAmt>
        <OtherInvestmentsEOYFMVAmt>1589510</OtherInvestmentsEOYFMVAmt>
        <OtherAssetsBOYAmt referenceDocumentId="RetDoc2046600001">100000</OtherAssetsBOYAmt>
        <OtherAssetsEOYAmt referenceDocumentId="RetDoc2046600001">200000</OtherAssetsEOYAmt>
        <OtherAssetsEOYFMVAmt referenceDocumentId="RetDoc2046600001">200000</OtherAssetsEOYFMVAmt>
        <TotalAssetsBOYAmt>4124986</TotalAssetsBOYAmt>
        <TotalAssetsEOYAmt>4272364</TotalAssetsEOYAmt>
        <TotalAssetsEOYFMVAmt>4746677</TotalAssetsEOYFMVAmt>
        <TotalLiabilitiesBOYAmt>0</TotalLiabilitiesBOYAmt>
        <TotalLiabilitiesEOYAmt>0</TotalLiabilitiesEOYAmt>
        <OrgDoesNotFollowFASB117Ind>X</OrgDoesNotFollowFASB117Ind>
        <CapitalStockBOYAmt>0</CapitalStockBOYAmt>
        <CapitalStockEOYAmt>0</CapitalStockEOYAmt>
        <AdditionalPaidInCapitalBOYAmt>0</AdditionalPaidInCapitalBOYAmt>
        <AdditionalPaidInCapitalEOYAmt>0</AdditionalPaidInCapitalEOYAmt>
        <RetainedEarningBOYAmt>4124986</RetainedEarningBOYAmt>
        <RetainedEarningEOYAmt>4272364</RetainedEarningEOYAmt>
        <TotNetAstOrFundBalancesBOYAmt>4124986</TotNetAstOrFundBalancesBOYAmt>
        <TotNetAstOrFundBalancesEOYAmt>4272364</TotNetAstOrFundBalancesEOYAmt>
        <TotalLiabilitiesNetAstBOYAmt>4124986</TotalLiabilitiesNetAstBOYAmt>
        <TotalLiabilitiesNetAstEOYAmt>4272364</TotalLiabilitiesNetAstEOYAmt>
      </Form990PFBalanceSheetsGrp>
      <ChgInNetAssetsFundBalancesGrp>
        <TotNetAstOrFundBalancesBOYAmt>4124986</TotNetAstOrFundBalancesBOYAmt>
        <ExcessRevenueOverExpensesAmt>147378</ExcessRevenueOverExpensesAmt>
        <OtherIncreasesAmt>0</OtherIncreasesAmt>
        <SubtotalAmt>4272364</SubtotalAmt>
        <OtherDecreasesAmt>0</OtherDecreasesAmt>
        <TotNetAstOrFundBalancesEOYAmt>4272364</TotNetAstOrFundBalancesEOYAmt>
      </ChgInNetAssetsFundBalancesGrp>
      <CapGainsLossTxInvstIncmDetail>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>PUBLICLY TRADED SECURITIES</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <GrossSalesPriceAmt>13281</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>12541</CostOrOtherBasisAmt>
          <GainOrLossAmt>740</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>740</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>PUBLICLY TRADED SECURITIES</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <GrossSalesPriceAmt>323481</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>224353</CostOrOtherBasisAmt>
          <GainOrLossAmt>99128</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>99128</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>CAPITAL GAINS DIVIDENDS</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <GrossSalesPriceAmt>126</GrossSalesPriceAmt>
          <GainOrLossAmt>126</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>126</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>99994</CapitalGainNetIncomeAmt>
      </CapGainsLossTxInvstIncmDetail>
      <ExciseTaxBasedOnInvstIncmGrp>
        <InvestmentIncomeExciseTaxAmt>2341</InvestmentIncomeExciseTaxAmt>
        <TaxUnderSection511Amt>0</TaxUnderSection511Amt>
        <SubtotalAmt>2341</SubtotalAmt>
        <SubtitleATaxAmt>0</SubtitleATaxAmt>
        <TaxBasedOnInvestmentIncomeAmt>2341</TaxBasedOnInvestmentIncomeAmt>
        <EstimatedPlusOvpmtIncmTxAmt>1200</EstimatedPlusOvpmtIncmTxAmt>
        <ExemptFrgnOrgTaxWthldAtSrceAmt>0</ExemptFrgnOrgTaxWthldAtSrceAmt>
        <ExtsnRequestIncomeTaxPaidAmt>0</ExtsnRequestIncomeTaxPaidAmt>
        <BackupWithholdingWithheldAmt>0</BackupWithholdingWithheldAmt>
        <TotalPaymentsAndCreditsAmt>1200</TotalPaymentsAndCreditsAmt>
        <EsPenaltyAmt>0</EsPenaltyAmt>
        <TaxDueAmt>1141</TaxDueAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>0</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>0</MoreThan100SpentInd>
        <Form1120POLFiledInd>0</Form1120POLFiledInd>
        <Section4955OrganizationTaxAmt>0</Section4955OrganizationTaxAmt>
        <Section4955ManagersTaxAmt>0</Section4955ManagersTaxAmt>
        <TaxReimbursedAmt>0</TaxReimbursedAmt>
        <ActivitiesNotPreviouslyRptInd>0</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>0</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>0</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>0</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>1</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>1</AtLeast5000InAssetsInd>
        <OrgReportOrRegisterStateCd>IL</OrgReportOrRegisterStateCd>
        <Form990PFFiledWithAttyGenInd>1</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>0</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>0</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>0</OwnControlledEntityInd>
        <DonorAdvisedFundInd>0</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>1</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>N/A</WebsiteAddressTxt>
        <IndividualWithBooksNm>GREGORY M WINTERS</IndividualWithBooksNm>
        <PhoneNum>3128407059</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>330 N WABASH 21ST FLOOR</AddressLine1Txt>
          <CityNm>CHICAGO</CityNm>
          <StateAbbreviationCd>IL</StateAbbreviationCd>
          <ZIPCd>60611</ZIPCd>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>0</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SaleOrExchDisqualifiedPrsnInd>0</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>0</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>0</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>0</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>0</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>0</PaymentToGovernmentOfficialInd>
        <UncorrectedPriorActsInd>0</UncorrectedPriorActsInd>
        <UndistributedIncomePYInd>0</UndistributedIncomePYInd>
        <BusinessHoldingsInd>0</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>0</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>0</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>0</InfluenceLegislationInd>
        <InfluenceElectionInd>0</InfluenceElectionInd>
        <GrantsToIndividualsInd>0</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>0</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>0</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>0</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>0</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>0</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>0</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>ANN L AMBOIAN</PersonNm>
          <USAddress>
            <AddressLine1Txt>905 SUNSET ROAD</AddressLine1Txt>
            <CityNm>WINNETKA</CityNm>
            <StateAbbreviationCd>IL</StateAbbreviationCd>
            <ZIPCd>60093</ZIPCd>
          </USAddress>
          <TitleTxt>DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>3.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>JOHN P AMBOIAN JR</PersonNm>
          <USAddress>
            <AddressLine1Txt>905 SUNSET ROAD</AddressLine1Txt>
            <CityNm>WINNETKA</CityNm>
            <StateAbbreviationCd>IL</StateAbbreviationCd>
            <ZIPCd>60093</ZIPCd>
          </USAddress>
          <TitleTxt>DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>ANDREW L AMBOIAN</PersonNm>
          <USAddress>
            <AddressLine1Txt>2612 POLOLEI PLACE</AddressLine1Txt>
            <CityNm>HAIKU</CityNm>
            <StateAbbreviationCd>HI</StateAbbreviationCd>
            <ZIPCd>96708</ZIPCd>
          </USAddress>
          <TitleTxt>DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>ALEXANDER AMBOIAN</PersonNm>
          <USAddress>
            <AddressLine1Txt>2330 W PALMER STREET UNIT 1</AddressLine1Txt>
            <CityNm>CHICAGO</CityNm>
            <StateAbbreviationCd>IL</StateAbbreviationCd>
            <ZIPCd>60647</ZIPCd>
          </USAddress>
          <TitleTxt>TREASURER, SECRETARY &amp; DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>MADISON AMBOIAN</PersonNm>
          <USAddress>
            <AddressLine1Txt>905 SUNSET ROAD</AddressLine1Txt>
            <CityNm>WINNETKA</CityNm>
            <StateAbbreviationCd>IL</StateAbbreviationCd>
            <ZIPCd>60093</ZIPCd>
          </USAddress>
          <TitleTxt>PRESIDENT &amp; DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <OtherEmployeePaidOver50kCnt>0</OtherEmployeePaidOver50kCnt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
        <ContractorPaidOver50kCnt>0</ContractorPaidOver50kCnt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SumOfProgramRelatedInvstGrp>
        <TotalAmt>0</TotalAmt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>3561574</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>974605</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>4536179</TotalFMVOfUnusedAssetsAmt>
        <ReductionClaimedAmt>0</ReductionClaimedAmt>
        <AcquisitionIndebtednessAmt>0</AcquisitionIndebtednessAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>4536179</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>68043</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>4468136</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>223407</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>223407</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>2341</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>2341</TotalTaxAmt>
        <DistributableBeforeAdjAmt>221066</DistributableBeforeAdjAmt>
        <RecoveriesQualfiedDistriAmt>0</RecoveriesQualfiedDistriAmt>
        <DistributableBeforeDedAmt>221066</DistributableBeforeDedAmt>
        <DeductionFromDistributableAmt>0</DeductionFromDistributableAmt>
        <DistributableAsAdjustedAmt>221066</DistributableAsAdjustedAmt>
      </DistributableAmountGrp>
      <PFQualifyingDistributionsGrp>
        <ExpensesAndContributionsAmt>20000</ExpensesAndContributionsAmt>
        <ProgramRelatedInvstTotalAmt>0</ProgramRelatedInvstTotalAmt>
        <QualifyingDistributionsAmt>20000</QualifyingDistributionsAmt>
      </PFQualifyingDistributionsGrp>
      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>221066</DistributableAsAdjustedAmt>
        <UndistributedIncomePYAmt>0</UndistributedIncomePYAmt>
        <TotalForPriorYearsAmt>0</TotalForPriorYearsAmt>
        <ExcessDistributionCyovYr5Amt>101811</ExcessDistributionCyovYr5Amt>
        <ExcessDistributionCyovYr4Amt>312368</ExcessDistributionCyovYr4Amt>
        <TotalExcessDistributionCyovAmt>414179</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>20000</QualifyingDistributionsAmt>
        <AppliedToYear1Amt>0</AppliedToYear1Amt>
        <AppliedToPriorYearsAmt>0</AppliedToPriorYearsAmt>
        <TreatedAsDistriFromCorpusAmt>0</TreatedAsDistriFromCorpusAmt>
        <AppliedToCurrentYearAmt>20000</AppliedToCurrentYearAmt>
        <RemainingDistriFromCorpusAmt>0</RemainingDistriFromCorpusAmt>
        <ExcessDistriCyovAppCYCorpusAmt>201066</ExcessDistriCyovAppCYCorpusAmt>
        <ExcessDistributionCyovAppCYAmt>201066</ExcessDistributionCyovAppCYAmt>
        <TotalCorpusAmt>213113</TotalCorpusAmt>
        <PriorYearUndistributedIncmAmt>0</PriorYearUndistributedIncmAmt>
        <PriorYearDeficiencyOrTaxAmt>0</PriorYearDeficiencyOrTaxAmt>
        <Taxable1Amt>0</Taxable1Amt>
        <Taxable2Amt>0</Taxable2Amt>
        <UndistributedIncomeCYAmt>0</UndistributedIncomeCYAmt>
        <CorpusDistri170b1EOr4942g3Amt>0</CorpusDistri170b1EOr4942g3Amt>
        <ExcessDistriCyovFromYr5Amt>0</ExcessDistriCyovFromYr5Amt>
        <ExcessDistriCyovToNextYrAmt>213113</ExcessDistriCyovToNextYrAmt>
        <ExcessFromYear4Amt>213113</ExcessFromYear4Amt>
      </UndistributedIncomeGrp>
      <SupplementaryInformationGrp>
        <ContributingManagerNm>ANN L AMBOIAN</ContributingManagerNm>
        <ContributingManagerNm>JOHN P AMBOIAN JR</ContributingManagerNm>
        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ANN &amp; ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>225 EAST CHICAGO AVENUE</AddressLine1Txt>
            <CityNm>CHICAGO</CityNm>
            <StateAbbreviationCd>IL</StateAbbreviationCd>
            <ZIPCd>60611</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHARITY</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL - UNRESTRICTED</GrantOrContributionPurposeTxt>
          <Amt>20000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>20000</TotalGrantOrContriPdDurYrAmt>
        <TotalGrantOrContriApprvFutAmt>0</TotalGrantOrContriApprvFutAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>3132</ExclusionAmt>
        </IntOnSavAndTempCashInvstGrp>
        <DividendsAndInterestFromSecDtl>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>95003</ExclusionAmt>
        </DividendsAndInterestFromSecDtl>
        <OtherInvestmentIncomeGrp>
          <ExclusionCd>14</ExclusionCd>
        </OtherInvestmentIncomeGrp>
        <GainSalesAstOthThanInvntryGrp>
          <ExclusionCd>18</ExclusionCd>
          <ExclusionAmt>99994</ExclusionAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <UnrelatedBusinessTaxblIncmAmt>0</UnrelatedBusinessTaxblIncmAmt>
          <ExclusionAmt>198129</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>0</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>198129</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>0</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>0</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>0</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>0</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>0</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>0</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>0</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>0</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>0</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>0</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <InvestmentsCorpStockSchedule documentId="RetDoc2018900001">
      <InvestmentsCorporateStockGrp>
        <StockNm>380.0000 ABBOTT LABS</StockNm>
        <EOYBookValueAmt>43272</EOYBookValueAmt>
        <EOYFMVAmt>42982</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>252.0000 ABBVIE INC SHS</StockNm>
        <EOYBookValueAmt>27295</EOYBookValueAmt>
        <EOYFMVAmt>44780</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>161.0000 ACCENTURE PLC SHS</StockNm>
        <EOYBookValueAmt>42643</EOYBookValueAmt>
        <EOYFMVAmt>56638</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>209.0000 AMER EXPRESS COMPANY</StockNm>
        <EOYBookValueAmt>28095</EOYBookValueAmt>
        <EOYFMVAmt>62029</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>203.0000 AMERICAN TOWER REIT INC</StockNm>
        <EOYBookValueAmt>36395</EOYBookValueAmt>
        <EOYFMVAmt>37232</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>577.0000 AMPHENOL CORP CL A NEW</StockNm>
        <EOYBookValueAmt>35778</EOYBookValueAmt>
        <EOYFMVAmt>40073</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>637.0000 APPLE INC</StockNm>
        <EOYBookValueAmt>59898</EOYBookValueAmt>
        <EOYFMVAmt>159518</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>447.0000 BROADCOM INC</StockNm>
        <EOYBookValueAmt>25698</EOYBookValueAmt>
        <EOYFMVAmt>103632</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>253.0000 CHEVRON CORP</StockNm>
        <EOYBookValueAmt>27248</EOYBookValueAmt>
        <EOYFMVAmt>36645</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>886.0000 COMCAST CORP NEW CL A</StockNm>
        <EOYBookValueAmt>43110</EOYBookValueAmt>
        <EOYFMVAmt>33252</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>133.0000 EATON CORP PLC</StockNm>
        <EOYBookValueAmt>21603</EOYBookValueAmt>
        <EOYFMVAmt>44139</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>75.0000 ELEVANCE HEALTH INC</StockNm>
        <EOYBookValueAmt>25176</EOYBookValueAmt>
        <EOYFMVAmt>27668</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>368.0000 EXXON MOBIL CORP COM</StockNm>
        <EOYBookValueAmt>41186</EOYBookValueAmt>
        <EOYFMVAmt>39586</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>156.0000 HONEYWELL INTL INC DEL</StockNm>
        <EOYBookValueAmt>27762</EOYBookValueAmt>
        <EOYFMVAmt>35239</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>308.0000 JPMORGAN CHASE &amp; CO</StockNm>
        <EOYBookValueAmt>39993</EOYBookValueAmt>
        <EOYFMVAmt>73831</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>128.0000 LINDE PLC NEW</StockNm>
        <EOYBookValueAmt>34334</EOYBookValueAmt>
        <EOYFMVAmt>53590</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>160.0000 LOWE'S COMPANIES INC</StockNm>
        <EOYBookValueAmt>29396</EOYBookValueAmt>
        <EOYFMVAmt>39488</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>198.0000 MARSH &amp; MCLENNAN COS INC</StockNm>
        <EOYBookValueAmt>24595</EOYBookValueAmt>
        <EOYFMVAmt>42057</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>115.0000 MASTERCARD INC</StockNm>
        <EOYBookValueAmt>42987</EOYBookValueAmt>
        <EOYFMVAmt>60556</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>165.0000 MCDONALDS CORP</StockNm>
        <EOYBookValueAmt>39307</EOYBookValueAmt>
        <EOYFMVAmt>47832</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>360.0000 MICROSOFT CORP</StockNm>
        <EOYBookValueAmt>78278</EOYBookValueAmt>
        <EOYFMVAmt>151740</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>418.0000 MONDELEZ INTERNATIONAL</StockNm>
        <EOYBookValueAmt>23962</EOYBookValueAmt>
        <EOYFMVAmt>24967</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>134.0000 MOTOROLA SOLUTIONS INC</StockNm>
        <EOYBookValueAmt>27226</EOYBookValueAmt>
        <EOYFMVAmt>61939</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>648.0000 NEXTERA ENERGY INC SHS</StockNm>
        <EOYBookValueAmt>38287</EOYBookValueAmt>
        <EOYFMVAmt>46455</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>54.0000 NORTHROP GRUMMAN CORP</StockNm>
        <EOYBookValueAmt>27757</EOYBookValueAmt>
        <EOYFMVAmt>25342</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>227.0000 NOVO NORDISK A S ADR</StockNm>
        <EOYBookValueAmt>26108</EOYBookValueAmt>
        <EOYFMVAmt>19527</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>38.0000 PACKAGING CORP AMERICA</StockNm>
        <EOYBookValueAmt>5105</EOYBookValueAmt>
        <EOYFMVAmt>8555</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>169.0000 PEPSICO INC</StockNm>
        <EOYBookValueAmt>21935</EOYBookValueAmt>
        <EOYFMVAmt>25698</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>318.0000 PHILIP MORRIS INTL INC</StockNm>
        <EOYBookValueAmt>28311</EOYBookValueAmt>
        <EOYFMVAmt>38271</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>378.0000 PROLOGIS INC</StockNm>
        <EOYBookValueAmt>41328</EOYBookValueAmt>
        <EOYFMVAmt>39955</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>80.0000 S&amp;P GLOBAL INC</StockNm>
        <EOYBookValueAmt>31618</EOYBookValueAmt>
        <EOYFMVAmt>39842</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>239.0000 SMURFIT WESTROCK LTD REG</StockNm>
        <EOYBookValueAmt>12908</EOYBookValueAmt>
        <EOYFMVAmt>12873</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>231.0000 STARBUCKS CORP</StockNm>
        <EOYBookValueAmt>22218</EOYBookValueAmt>
        <EOYFMVAmt>21079</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>258.0000 TAIWAN S MANUFCTRING ADR</StockNm>
        <EOYBookValueAmt>37722</EOYBookValueAmt>
        <EOYFMVAmt>50952</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>91.0000 TEXAS INSTRUMENTS</StockNm>
        <EOYBookValueAmt>15271</EOYBookValueAmt>
        <EOYFMVAmt>17063</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>351.0000 TJX COS INC NEW</StockNm>
        <EOYBookValueAmt>24749</EOYBookValueAmt>
        <EOYFMVAmt>42404</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>105.0000 TRANE TECHNOLOGIES PLC</StockNm>
        <EOYBookValueAmt>16866</EOYBookValueAmt>
        <EOYFMVAmt>38782</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>121.0000 UNION PACIFIC CORP</StockNm>
        <EOYBookValueAmt>24883</EOYBookValueAmt>
        <EOYFMVAmt>27593</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>111.0000 UNITEDHEALTH GROUP INC</StockNm>
        <EOYBookValueAmt>38795</EOYBookValueAmt>
        <EOYFMVAmt>56150</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>573.0000 WALMART INC</StockNm>
        <EOYBookValueAmt>28132</EOYBookValueAmt>
        <EOYFMVAmt>51771</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>390.0000 T WEC ENERGY GROUP INC SHS</StockNm>
        <EOYBookValueAmt>34933</EOYBookValueAmt>
        <EOYFMVAmt>36676</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>229.0000 ZOETIS INC</StockNm>
        <EOYBookValueAmt>41838</EOYBookValueAmt>
        <EOYFMVAmt>37311</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <InvestmentsOtherSchedule2 documentId="RetDoc2018100001">
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>6,604.0000 ARK GENOMIC REVOLUTION</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>331318</BookValueAmt>
        <EOYFMVAmt>155491</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>3,326.0000 ARK INNOVATION ETF</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>257840</BookValueAmt>
        <EOYFMVAmt>188817</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>2,907.0000 ISHARES RUSSELL MIDCAP</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>309366</BookValueAmt>
        <EOYFMVAmt>368462</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>2,743.0000 ISHARES RUSSELL MIDCAP</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>289189</BookValueAmt>
        <EOYFMVAmt>354780</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>2,249.0000 ISHARES MSCI EAFE</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>169355</BookValueAmt>
        <EOYFMVAmt>170047</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>4,123.0000 ISHARES MSCI EMERGING</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>209879</BookValueAmt>
        <EOYFMVAmt>172424</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>747.0000 VANGUARD SMALL CAP</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>159961</BookValueAmt>
        <EOYFMVAmt>179489</EOYFMVAmt>
      </InvestmentsOtherGrp>
    </InvestmentsOtherSchedule2>
    <OtherAssetsSchedule documentId="RetDoc2046600001">
      <OtherAssetsScheduleGrp>
        <Desc>RISEKIT, INC. - PRIVATE EQUITY INVESTMENT</Desc>
        <BOYBookValueAmt>100000</BOYBookValueAmt>
        <EOYBookValueAmt>200000</EOYBookValueAmt>
        <EOYFMVAmt>200000</EOYFMVAmt>
      </OtherAssetsScheduleGrp>
    </OtherAssetsSchedule>
    <OtherExpensesSchedule documentId="RetDoc2003200001">
      <OtherExpensesScheduleGrp>
        <Desc>INVESTMENT MANAGEMENT FEES</Desc>
        <RevenueAndExpensesPerBooksAmt>29685</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>29685</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>ILLINOIS ANNUAL CHARITY REGISTRATION</Desc>
        <RevenueAndExpensesPerBooksAmt>15</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <TaxesSchedule documentId="RetDoc2002500001">
      <TaxesDetail>
        <CategoryTxt>FOREIGN TAX PAID</CategoryTxt>
        <Amt>1051</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>