Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE SHINE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 451
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ZEELAND, MI49464
A Employer identification number

20-5940421
B Telephone number (see instructions)

(616) 262-2938
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,543,963
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 397,504
2 Check bullet.............
3 Interest on savings and temporary cash investments 33,259 33,259  
4 Dividends and interest from securities... 69,298 69,298  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 370,450
b Gross sales price for all assets on line 6a 1,551,125
7 Capital gain net income (from Part IV, line 2)... 370,450
8 Net short-term capital gain.........  
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........ 870,511 473,007  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,800 1,900   1,900
c Other professional fees (attach schedule).... 31,817 15,909   15,908
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,855 1,855   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 20 0   20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,492 19,664   17,828
25 Contributions, gifts, grants paid....... 492,495 492,495
26 Total expenses and disbursements. Add lines 24 and 25 529,987 19,664   510,323
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 340,524
b Net investment income (if negative, enter -0-) 453,343
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 347,069 722,642 722,642
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,647,462 Click to see attachment3,592,571 3,821,321
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,994,531 4,315,213 4,543,963
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 3,994,531 4,315,213
30 Total net assets or fund balances (see instructions)..... 3,994,531 4,315,213
31 Total liabilities and net assets/fund balances (see instructions). 3,994,531 4,315,213
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,994,531
2
Enter amount from Part I, line 27a .....................
2
340,524
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,335,055
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
19,842
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,315,213
Form 990-PF (2018)
Form 990-PF (2018)
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 AMERISAFE, INC CMN (03071H100)   2017-12-13 2018-10-18
b AMERISAFEJNC CMN (03071H100)   2018-02-28 2018-10-18
c AGCO BRANDS CORPORATION CMN (00081T108)   2015-01-06 2018-10-18
d ACCO BRANDS CORPORATION CMN (000817108   2014-05-29 2018-10-18
e ACCO BRANDS CORPORATION CMN (000817108)   2016-02-22 2018-10-18
ACCO BRANDS CORPORATION CMN (000817108   2016-08-19 2018-10-18
ACCO BRANDS CORPORATION CMN (00081T108)   2015-01-16 2018-10-18
ACCO BRANDS CORPORATION CMN (000817108   2016-03-10 2018-10-18
ACCO BRANDS CORPORATION CMN (00081T108)   2015-12-11 2018-10-18
ACCO BRANDS CORPORATION CMN (00081T108)   2015-12-22 2018-10-18
ACCO BRANDS CORPORATION CMN (0008171087   2014-02-27 2018-10-18
ACCO BRANDS CORPORATION CMN (00081T108)   2014-10-17 2018-10-18
AMERISAFE, INC CMN (03071 HI00)   2014-02-27 2018-10-18
AMERISAFE, INC CMN (03071 HI00)   2016-03-10 2018-10-18
AMERISAFE, INC CMN (03071 HI00)   2016-07-29 2018-10-18
AMERISAFE, INC CMN (03071 HI00)   2016-02-25 2018-10-18
AMERISAFE, INC CMN (03071H100)   2015-12-22 2018-10-18
AMERISAFE, INC CMN (03071 HI00)   2014-02-27 2018-10-18
AMERISAFE, INC CMN (03071H100)   2014-10-17 2018-10-18
ASTRONICS CORP CMN (XXX-XX-XXXX)   2014-02-27 2018-10-18
ASTRON ICS CORP CMN (XXX-XX-XXXX)   2016-02-12 2018-10-18
ASTRONICS CORP CMN (XXX-XX-XXXX)   2014-12-01 2018-10-18
ASTRONICS CORP CMN (XXX-XX-XXXX)   2014-09-26 2018-10-18
ASTRONICS CORP CMN (XXX-XX-XXXX)   2015-10-01 2018-10-18
ASTRONICS CORP CMN (XXX-XX-XXXX)   2015-09-04 2018-10-18
ASTRONICS CORP CMN (XXX-XX-XXXX)   2016-05-04 2018-10-18
ASTRONICS CORP CMN (XXX-XX-XXXX)   2016-01-11 2018-10-18
ASTRON ICS CORP CMN (XXX-XX-XXXX)   2015-12-04 2018-10-18
ASTRONICS CORP CMN (XXX-XX-XXXX)   2016-02-04 2018-10-18
ASTRONICS CORP CMN (XXX-XX-XXXX)   2014-12-31 2018-10-18
ASTRONICS CORP CMN (XXX-XX-XXXX)   2015-09-04 2018-10-18
ASTRONICS CORP CMN (XXX-XX-XXXX)   2016-05-04 2018-10-18
ASTRONICS CORP CMN (XXX-XX-XXXX)   2017-05-05 2018-10-18
AZZINCCMN (XXX-XX-XXXX)   2014-10-17 2018-10-18
BANCFIRST CORP CMN (05945F103)   2014-04-03 2018-10-18
BANCFIRST CORP CMN (05945F103)   2014-09-15 2018-10-18
BANCFIRST CORP CMN (05945F103)   2014-10-17 2018-10-18
CAVCO INDUSTRIES INC CMN (XXX-XX-XXXX)   2017-05-03 2018-10-18
CAVCO INDUSTRIES INC CMN (XXX-XX-XXXX)   2017-04-06 2018-10-18
CAVCO INDUSTRIES INC CMN (XXX-XX-XXXX)   2017-04-21 2018-10-18
CAVCO INDUSTRIES INC CMN (XXX-XX-XXXX)   2016-02-03 2018-10-18
CAVCO INDUSTRIES INC CMN (XXX-XX-XXXX)   2015-06-29 2018-10-18
CHEMICAL FINE CORP CMN (XXX-XX-XXXX)   2015-01-06 2018-10-18
CHEMICAL FINE CORP CMN (XXX-XX-XXXX)   2016-03-07 2018-10-18
CHEMICAL FINE CORP CMN (XXX-XX-XXXX)   2016-02-01 2018-10-18
CHEMICAL FINE CORP CMN (XXX-XX-XXXX)   2016-07-01 2018-10-18
CHEMICAL FINE CORP CMN (XXX-XX-XXXX)   2014-08-15 2018-10-18
CHEMICAL FINE CORP CMN (XXX-XX-XXXX)   2015-11-11 2018-10-18
CHEMICAL FINE CORP CMN (XXX-XX-XXXX)   2015-12-09 2018-10-18
CHEMICAL FINE CORP CMN (XXX-XX-XXXX)   2015-11-06 2018-10-18
CHEMICAL FINE CORP CMN (XXX-XX-XXXX)   2016-01-05 2018-10-18
CHEMICAL FINE CORP CMN (XXX-XX-XXXX)   2014-10-17 2018-10-18
COLUMBUS MCKINNON CORP CMN (XXX-XX-XXXX   2015-01-06 2018-10-18
COLUMBUS MCKINNON CORP CMN (XXX-XX-XXXX)   2017-05-11 2018-10-18
COLUMBUS MCKINNON CORP CMN (XXX-XX-XXXX   2017-06-30 2018-10-18
COLUMBUS MCKINNON CORP CMN (XXX-XX-XXXX)   2017-07-07 2018-10-18
COLUMBUS MCKINNON CORP CMN (XXX-XX-XXXX   2014-06-02 2018-10-18
COLUMBUS MCKINNON CORP CMN (XXX-XX-XXXX)   2015-01-20 2018-10-18
COLUMBUS MCKINNON CORP CMN (XXX-XX-XXXX)   2015-07-27 2018-10-18
COLUMBUS MCKINNON CORP CMN (XXX-XX-XXXX)   2017-04-06 2018-10-18
COLUMBUS MCKINNON CORP CMN (XXX-XX-XXXX)   2014-10-17 2018-10-18
COLUMBUS MCKINNON CORP CMN (XXX-XX-XXXX)   2014-02-27 2018-10-18
DUCOMMUN INC DEL CMN (XXX-XX-XXXX)   2016-12-21 2018-10-18
DUCOMMUN INC DEL CMN (XXX-XX-XXXX)   2017-04-13 2018-10-18
DUCOMMUN INC DEL CMN (XXX-XX-XXXX)   2016-06-21 2018-10-18
DUCOMMUN INC DEL CMN (XXX-XX-XXXX)   2017-01-06 2018-10-18
DUCOMMUN INC DEL CMN (XXX-XX-XXXX)   2017-04-06 2018-10-18
DUCOMMUN INC DEL CMN (XXX-XX-XXXX)   2016-12-14 2018-10-18
DUCOMMUN INC DEL CMN (XXX-XX-XXXX)   2017-03-08 2018-10-18
DUCOMMUN INC DEL CMN (XXX-XX-XXXX)   2016-06-22 2018-10-18
DUCOMMUN INC DEL CMN (XXX-XX-XXXX)   2014-10-17 2018-10-18
DUCOMMUN INC DEL CMN (XXX-XX-XXXX)   2014-02-27 2018-10-18
DYCOM INDUSTRIES INC CMN (XXX-XX-XXXX)   2017-08-22 2018-10-18
DYCOM INDUSTRIES INC CMN (XXX-XX-XXXX)   2017-08-21 2018-10-18
EMERGENT BIOSOLUTIONS INC. CMN (XXX-XX-XXXX)   2017-08-04 2018-10-18
EMERGENT BIOSOLUTIONS INC. CMN (XXX-XX-XXXX)   2017-07-27 2018-10-18
EMERGENT BIOSOLUTIONS INC. CMN (XXX-XX-XXXX)   2016-12-30 2018-10-18
EMERGENT BIOSOLUTIONS INC. CMN (XXX-XX-XXXX)   2017-03-08 2018-10-18
EMERGENT BIOSOLUTIONS INC. CMN (XXX-XX-XXXX)   2017-04-05 2018-10-18
EMERGENT BIOSOLUTIONS INC CMN (XXX-XX-XXXX)   2016-08-09 2018-10-18
EMERGENT BIOSOLUTIONS INC. CMN (XXX-XX-XXXX)   2017-01-27 2018-10-18
EMERGENT BIOSOLUTIONS INC CMN (29089Q105)   2016-08-05 2018-10-18
EMERGENT BIOSOLUTIONS INC CMN (XXX-XX-XXXX)   2016-12-20 2018-10-18
EMERGENT BIOSOLUTIONS INC CMN (XXX-XX-XXXX)   2017-07-19 2018-10-18
EMERGENT BIOSOLUTIONS INC CMN (XXX-XX-XXXX)   2017-09-14 2018-10-18
EMERGENT BIOSOLUTIONS INC CMN (XXX-XX-XXXX)   2016-11-09 2018-10-18
EMERGENT BIOSOLUTIONS INC CMN (XXX-XX-XXXX)   2017-03-01 2018-10-18
EMERGENT BIOSOLUTIONS INC CMN (XXX-XX-XXXX)   2016-12-14 2018-10-18
EMERGENT BIOSOLUTIONS INC CMN (XXX-XX-XXXX)   2016-10-10 2018-10-18
ENERSYS CMN (29275YW2)   2014-02-27 2018-10-18
ENERSYS CMN (29275YW2)   2016-09-15 2018-10-18
ENERSYS CMN (29275YW2)   2017-05-18 2018-10-18
ENERSYS CMN (29275YW2)   2014-02-27 2018-10-18
ENERSYS CMN (29275Y102)   2017-02-16 2018-10-18
ENERSYS CMN (29275YW2)   2017-02-22 2018-10-18
ENERSYS CMN (29275Y102)   2017-04-24 2018-10-18
ENERSYS CMN (29275YW2)   2014-03-27 2018-10-18
ENERSYS CMN (29275YW2)   2017-05-31 2018-10-18
ENERSYS CMN(29275YW2)   2017-04-05 2018-10-18
ENERSYS CMN (29275YW2)   2014-10-17 2018-10-18
ENERSYS CMN (29275YW2)   2017-03-01 2018-10-18
ENERSYS CMN(29275YW2)   2015-08-10 2018-10-18
ENERSYS CMN (29275YW2)   2014-12-15 2018-10-18
ENERSYS CMN (29275YW2)   2015-08-21 2018-10-18
FERRO CORPORATION CMN (XXX-XX-XXXX)   2015-05-18 2018-10-18
FERRO CORPORATION CMN (XXX-XX-XXXX)   2017-05-31 2018-10-18
FERRO CORPORATION CMN (XXX-XX-XXXX)   2017-04-05 2018-10-18
FERRO CORPORATION CMN (XXX-XX-XXXX)   2015-07-30 2018-10-18
FERRO CORPORATION CMN (XXX-XX-XXXX)   2017-05-04 2018-10-18
FERRO CORPORATION CMN (XXX-XX-XXXX)   2015-07-22 2018-10-18
FERRO CORPORATION CMN (XXX-XX-XXXX)   2015-08-28 2018-10-18
FERRO CORPORATION CMN (XXX-XX-XXXX)   2015-06-11 2018-10-18
FOX FACTORY HOLDING CORP CMN (35138V102)   2016-05-16 2018-10-18
FOX FACTORY HOLDING CORP. CMN (35138V102)   2016-07-01 2018-10-18
FOX FACTORY HOLDING CORP. CMN (35138V102)   2017-01-03 2018-10-18
FOX FACTORY HOLDING CORP. CMN (35138V102)   2016-06-02 2018-10-18
FOX FACTORY HOLDING CORP CMN (35138V102)   2016-04-14 2018-10-18
FOX FACTORY HOLDING CORP. CMN (35138V102)   2014-10-17 2018-10-18
FUTUREFUEL CORP. CMN (36116M106)   2016-06-27 2018-10-18
FUTUREFUEL CORP CMN (36116M106)   2016-07-05 2018-10-18
FUTUREFUEL CORP. CMN (36116M106)   2016-05-31 2018-10-18
FUTUREFUEL CORP. CMN (36116M106)   2016-06-16 2018-10-18
FUTUREFUEL CORP. CMN (36116M106)   2015-01-06 2018-10-18
GLOBUS MEDICAL INC CMN CLASS A (XXX-XX-XXXX)   2017-08-28 2018-10-18
GLOBUS MEDICAL INC CMN CLASS A (XXX-XX-XXXX)   2017-03-06 2018-10-18
GLOBUS MEDICAL INC CMN CLASS A (XXX-XX-XXXX)   2016-11-30 2018-10-18
GLOBUS MEDICAL INC CMN CLASS A (XXX-XX-XXXX)   2016-09-09 2018-10-18
GLOBUS MEDICAL INC CMN CLASS A (XXX-XX-XXXX)   2016-09-14 2018-10-18
GLOBUS MEDICAL INC CMN CLASS A (XXX-XX-XXXX)   2016-11-09 2018-10-18
GLOBUS MEDICAL INC CMN CLASS A (XXX-XX-XXXX)   2016-09-12 2018-10-18
GLOBUS MEDICAL INC CMN CLASS A (XXX-XX-XXXX)   2016-11-22 2018-10-18
GLOBUS MEDICAL INC CMN CLASS A (XXX-XX-XXXX)   2017-01-03 2018-10-18
GLOBUS MEDICAL INC CMN CLASS A (XXX-XX-XXXX)   2017-02-28 2018-10-18
GLOBUS MEDICAL INC CMN CLASS A (XXX-XX-XXXX)   2016-09-07 2018-10-18
GRAND CANYON EDUCATION, INC CMN (38526MW6)   2017-07-28 2018-10-18
GRAND CANYON EDUCATION, INC CMN (38526M106)   2017-08-28 2018-10-18
GRAND CANYON EDUCATION, INC CMN (38526MW6)   2014-08-04 2018-10-18
GRAND CANYON EDUCATION, INC CMN (38526MW6)   2015-02-23 2018-10-18
GRAND CANYON EDUCATION, INC CMN (38526M106)   2015-02-24 2018-10-18
GRAND CANYON EDUCATION, INC CMN (38526M106)   2014-09-23 2018-10-18
GRAND CANYON EDUCATION, INC CMN (38526MW6)   2015-12-18 2018-10-18
GRAND CANYON EDUCATION, INC CMN (38526MW6)   2016-02-29 2018-10-18
GRAND CANYON EDUCATION, INC CMN (38526M106)   2015-12-21 2018-10-18
GRAND CANYON EDUCATION, INC CMN (38526M106)   2014-10-17 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-09-07 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-04-11 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-06-22 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-08-25 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-09-25 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-05-02 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-04-28 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-07-26 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-08-29 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-05-05 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-10-11 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-06-30 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-08-03 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-04-20 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-05-03 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-05-04 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-05-10 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-09-11 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-08-30 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-06-06 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-07-11 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-04-18 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-08-02 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-05-01 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-04-19 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-06-09 2018-10-18
GRAY TELEVISION INC CMN (XXX-XX-XXXX)   2017-05-15 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX   2015-01-06 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX   2017-08-29 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX)   2017-07-13 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX)   2017-06-20 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX)   2017-04-13 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX)   2014-10-31 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX)   2017-08-22 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX   2016-03-10 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX)   2015-07-01 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX)   2016-11-09 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX)   2015-03-04 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX)   2017-06-29 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX   2015-12-21 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX)   2014-02-27 2018-10-18
GREENBRIER COMPANIES INC CMN (XXX-XX-XXXX   2014-10-17 2018-10-18
INSTEEL INDUSTRIES INC CMN (45774W108)   2015-02-23 2018-10-18
INSTEEL INDUSTRIES INC CMN (45774W108)   2016-10-28 2018-10-18
INSTEEL INDUSTRIES INC CMN (45774W108)   2016-04-26 2018-10-18
INSTEEL INDUSTRIES INC CMN (45774W108)   2016-11-09 2018-10-18
INSTEEL INDUSTRIES INC CMN (45774W108)   2016-10-20 2018-10-18
INSTEEL INDUSTRIES INC CMN (45774W108   2017-05-25 2018-10-18
INSTEEL INDUSTRIES INC CMN (45774W108)   2016-11-03 2018-10-18
INSTEEL INDUSTRIES INC CMN (45774W108)   2015-10-16 2018-10-18
INSTEEL INDUSTRIES INC CMN (45774W108)   2015-04-06 2018-10-18
INSTEEL INDUSTRIES INC CMN (45774W108)   2014-10-17 2018-10-18
INTERDIGITAL INC CMN (45867G101)   2016-09-01 2018-10-18
INTERDIGITAL INC CMN (45867G101)   2016-09-08 2018-10-18
INTERDIGITAL INC CMN (45867G101)   2016-01-21 2018-10-18
INTERDIGITAL INC CMN (45867G101)   2016-10-27 2018-10-18
INTERDIGITAL INC CMN (45867G101)   2014-09-30 2018-10-18
INTERDIGITAL INC CMN (45867G101)   2016-01-05 2018-10-18
INTERDIGITAL INC CMN (45867G101)   2014-02-27 2018-10-18
INTERDIGITAL INC CMN (45867G101)   2015-01-22 2018-10-18
INTERDIGITAL INC CMN (45867G101)   2015-02-06 2018-10-18
INTERDIGITAL INC CMN (45867G101)   2016-02-25 2018-10-18
INTERDIGITAL INC CMN (45867G101)   2014-10-17 2018-10-18
KOPPERS HOLDINGS INC. CMN (50060P106)   2015-09-28 2018-10-18
KOPPERS HOLDINGS INC. CMN (50060P106)   2016-09-13 2018-10-18
KOPPERS HOLDINGS INC. CMN (50060P106)   2016-01-25 2018-10-18
KOPPERS HOLDINGS INC. CMN (50060P106)   2015-01-06 2018-10-18
LANDEC CORP CMN (XXX-XX-XXXX)   2014-02-27 2018-10-18
LANDEC CORP CMN (XXX-XX-XXXX)   2014-10-17 2018-10-18
LCI INDUSTRIES INC. CMN (50189K103)   2016-03-10 2018-10-18
LCI INDUSTRIES INC. CMN (50189K103)   2016-04-20 2018-10-18
LCI INDUSTRIES INC. CMN (50189K103)   2014-10-17 2018-10-18
MALIBU BOATS INC CMN (56117J100)   2014-09-23 2018-10-18
MALIBU BOATS INC CMN (56117J100)   2015-10-15 2018-10-18
MALIBU BOATS INC CMN (56117J100)   2016-04-07 2018-10-18
MALIBU BOATS INC CMN (56117J100)   2015-09-14 2018-10-18
MALIBU BOATS INC CMN (56117J100)   2014-10-17 2018-10-18
MASIMO CORPORATION CMN (XXX-XX-XXXX)   2015-01-06 2018-10-18
MASIMO CORPORATION CMN (XXX-XX-XXXX)   2014-02-27 2018-10-18
MASIMO CORPORATION CMN (XXX-XX-XXXX)   2014-10-17 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-08-16 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-09-29 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-12-20 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-09-20 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2017-01-09 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2017-01-26 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-12-07 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-11-08 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-09-14 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-08-17 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-09-09 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-09-12 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-10-31 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-10-20 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-09-27 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2017-06-30 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-12-08 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-12-09 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2017-07-07 2018-10-18
MKS INSTRUMENTS INC CMN (55306N104)   2016-09-02 2018-10-18
OLD DOMINION FGHT LINES INC CMN (XXX-XX-XXXX)   2015-01-06 2018-10-18
OLD DOMINION FGHT LINES INC CMN (XXX-XX-XXXX)   2014-10-17 2018-10-18
OLD DOMINION FGHT LINES INC CMN (XXX-XX-XXXX)   2015-10-28 2018-10-18
OMNOVA SOLUTIONS INC CMN (XXX-XX-XXXX)   2017-08-29 2018-10-18
OMNOVA SOLUTIONS INC CMN (XXX-XX-XXXX)   2016-09-28 2018-10-18
OMNOVA SOLUTIONS INC CMN (XXX-XX-XXXX)   2016-10-10 2018-10-18
OMNOVA SOLUTIONS INC CMN (XXX-XX-XXXX)   2014-10-17 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X105)   2016-02-02 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X1057   2016-10-11 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X105)   2016-02-16 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X105)   2016-04-13 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X1O   2016-06-08 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X105)   2016-06-27 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X105)   2016-04-20 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X1 OK   2016-08-10 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X105   2016-06-01 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X105)   2016-05-24 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X1 OK)   2016-02-29 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X105)   2016-02-05 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X1 OKJ   2016-02-11 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X105)   2016-03-14 2018-10-18
PACIFIC PREMIER BANCORP CMN (69478X105)   2016-11-30 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX)   2016-09-22 2018-10-18
PATRICK INDUSTRIES, INC. CMN (7033431 OST   2017-07-20 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX)   2017-05-04 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX)   2017-07-11 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX)   2017-03-09 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX)   2016-10-27 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX)   2016-09-15 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX)   2015-11-10 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX   2016-01-15 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX)   2015-06-03 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX   2015-07-16 2018-10-18
PATRICK INDUSTRIES, INC CMN (XXX-XX-XXXX)   2014-11-06 2018-10-18
PATRICK INDUSTRIES, INC CMN (XXX-XX-XXXX)   2016-01-19 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX)   2017-07-27 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX)   2016-04-28 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX)   2015-05-06 2018-10-18
PATRICK INDUSTRIES, INC. CMN (XXX-XX-XXXX   2014-12-24 2018-10-18
PATRICK INDUSTRIES, INC CMN (XXX-XX-XXXX)   2014-10-17 2018-10-18
SPIRE INC. CMN (84857L101)   2014-09-08 2018-10-18
SPIRE INC CMN (84857L101)   2014-09-10 2018-10-18
SPIRE INC. CMN (84857L101)   2017-07-03 2018-10-18
SPIRE INC. CMN (84857L101)   2014-09-24 2018-10-18
SPIRE INC CMN (XXX-XX-XXXX)   2014-07-24 2018-10-18
SPIRE INC. CMN (84857L101)   2014-08-04 2018-10-18
SPIRE INC. CMN (84857L101)   2014-08-18 2018-10-18
SPIRE INC. CMN (XXX-XX-XXXX)   2014-07-23 2018-10-18
SPIRE INC CMN (84857L101)   2014-10-17 2018-10-18
SPIRIT AIRLINES, INC. CMN (XXX-XX-XXXX)   2016-10-25 2018-10-18
STEVEN MADDEN LTD CMN (XXX-XX-XXXX)   2014-07-03 2018-10-18
STEVEN MADDEN LTD CMN (XXX-XX-XXXX)   2016-04-25 2018-10-18
STEVEN MADDEN LTD CMN (XXX-XX-XXXX)   2016-11-30 2018-10-18
STEVEN MADDEN LTD CMN (XXX-XX-XXXX)   2016-11-22 2018-10-18
STEVEN MADDEN LTD CMN (XXX-XX-XXXX)   2017-01-18 2018-10-18
STEVEN MADDEN LTD CMN (XXX-XX-XXXX)   2014-09-23 2018-10-18
STEVEN MADDEN LTD CMN (XXX-XX-XXXX)   2014-10-17 2018-10-18
TEXAS CAPITAL BANCSHARES, INC CMN (88224Q107)   2017-08-11 2018-10-18
TEXAS CAPITAL BANCSHARES, INC CMN (88224Q107)   2015-02-20 2018-10-18
TEXAS CAPITAL BANCSHARES, INC CMN (XXX-XX-XXXX)   2016-01-28 2018-10-18
TEXAS CAPITAL BANCSHARES, INC CMN (XXX-XX-XXXX)   2015-03-27 2018-10-18
TEXAS CAPITAL BANCSHARES, INC CMN (XXX-XX-XXXX)   2015-03-31 2018-10-18
TEXAS CAPITAL BANCSHARES, INC CMN (XXX-XX-XXXX)   2015-07-07 2018-10-18
TEXAS CAPITAL BANCSHARES, INC CMN (XXX-XX-XXXX)   2015-05-26 2018-10-18
TEXAS CAPITAL BANCSHARES, INC CMN (XXX-XX-XXXX)   2015-02-26 2018-10-18
TEXAS CAPITAL BANCSHARES, INC CMN (XXX-XX-XXXX)   2015-02-24 2018-10-18
TYLER TECHNOLOGIES INC CMN (XXX-XX-XXXX)   2016-02-19 2018-10-18
TYLER TECHNOLOGIES INC CMN (XXX-XX-XXXX)   2016-11-22 2018-10-18
TYLER TECHNOLOGIES INC CMN (XXX-XX-XXXX)   2016-11-29 2018-10-18
TYLER TECHNOLOGIES INC CMN (XXX-XX-XXXX)   2017-04-05 2018-10-18
TYLER TECHNOLOGIES INC CMN (XXX-XX-XXXX)   2017-03-29 2018-10-18
TYLER TECHNOLOGIES INC CMN (XXX-XX-XXXX)   2016-12-05 2018-10-18
TYLER TECHNOLOGIES INC CMN (XXX-XX-XXXX)   2014-10-17 2018-10-18
UNITED COMMUNITY BANKS INC CMN (90984P303)   2016-04-15 2018-10-18
UNITED COMMUNITY BANKS INC CMN (90984P303)   2016-08-10 2018-10-18
UNITED COMMUNITY BANKS INC CMN (90984P303)   2016-11-10 2018-10-18
UNITED COMMUNITY BANKS INC CMN (90984P303)   2016-05-26 2018-10-18
UNITED COMMUNITY BANKS INC CMN (90984P303)   2016-03-09 2018-10-18
UNITED COMMUNITY BANKS INC CMN (90984P303)   2016-05-24 2018-10-18
UNITED COMMUNITY BANKS INC CMN (90984P303)   2016-10-31 2018-10-18
UNITED COMMUNITY BANKS INC CMN (90984P303)   2016-02-02 2018-10-18
UNITED COMMUNITY BANKS INC CMN (90984P303)   2016-10-11 2018-10-18
VONAGE HOLDINGS CORP. CMN (92886T201)   2017-06-09 2018-10-18
VONAGE HOLDINGS CORP. CMN (92886T201)   2016-10-07 2018-10-18
VONAGE HOLDINGS CORP. CMN (92886T201)   2016-12-23 2018-10-18
VONAGE HOLDINGS CORP. CMN (92886T201)   2017-01-10 2018-10-18
VONAGE HOLDINGS CORP. CMN (92886T201)   2017-01-18 2018-10-18
VONAGE HOLDINGS CORP. CMN (92886T201)   2016-10-28 2018-10-18
VONAGE HOLDINGS CORP. CMN (92886T201)   2017-06-16 2018-10-18
VONAGE HOLDINGS CORP. CMN (92886T201)   2017-03-03 2018-10-18
VONAGE HOLDINGS CORP. CMN (92886T201)   2016-11-22 2018-10-18
VONAGE HOLDINGS CORP. CMN (92886T201)   2017-01-09 2018-10-18
VONAGE HOLDINGS CORP CMN (92886T201)   2016-10-17 2018-10-18
VONAGE HOLDINGS CORP. CMN (92886T201)   2016-10-18 2018-10-18
VONAGE HOLDINGS CORP. CMN (92886T201)   2017-05-09 2018-10-18
VONAGE HOLDINGS CORP CMN (92886T201)   2016-10-10 2018-10-18
WEST PHARMACEUTICAL SERVICES INC (XXX-XX-XXXX)   2017-03-01 2018-10-18
WEST PHARMACEUTICAL SERVICES INC (XXX-XX-XXXX)   2014-10-17 2018-10-18
WINTRUST FINANCIAL CORP CMN (97650W108)   2017-05-04 2018-10-18
WINTRUST FINANCIAL CORP CMN (97650W108)   2017-08-11 2018-10-18
WINTRUST FINANCIAL CORP CMN (97650W108)   2017-01-19 2018-10-18
WINTRUST FINANCIAL CORP CMN (97650W108)   2017-05-18 2018-10-18
WINTRUST FINANCIAL CORP CMN (97650WW8   2017-04-06 2018-10-18
WINTRUST FINANCIAL CORP CMN (97650W108)   2017-01-06 2018-10-18
WINTRUST FINANCIAL CORP CMN (97650WW8)   2017-02-16 2018-10-18
WINTRUST FINANCIAL CORP CMN (97650WW8)   2017-01-20 2018-10-18
WINTRUST FINANCIAL CORP CMN (97650WW8)   2017-05-12 2018-10-18
WINTRUST FINANCIAL CORP CMN (97650W108)   2017-04-05 2018-10-18
WINTRUST FINANCIAL CORP CMN (97650W108)   2017-04-24 2018-10-18
WINTRUST FINANCIAL CORP CMN (97650WW8[   2017-03-20 2018-10-18
ZAGG INCORPORATED CMN (98884U108)   2015-01-06 2018-10-18
ZAGG INCORPORATED CMN (98884U108)   2016-06-14 2018-10-18
ZAGG INCORPORATED CMN (98884UW8)   2016-05-26 2018-10-18
ZAGG INCORPORATED CMN (98884U108)   2016-05-11 2018-10-18
ZAGG INCORPORATED CMN (98884UW8)   2016-05-27 2018-10-18
ZAGG INCORPORATED CMN (98884UW8)   2016-06-09 2018-10-18
ZAGG INCORPORATED CMN (98884UW8)   2016-02-04 2018-10-18
ZAGG INCORPORATED CMN (98884U108)   2014-02-27 2018-10-18
ZAGG INCORPORATED CMN (98884U108)   2014-10-17 2018-10-18
ABBOTT LABORATORIES CMN (XXX-XX-XXXX)   2013-10-15 2018-12-18
ABBOTT LABORATORIES CMN (XXX-XX-XXXX)   2013-02-27 2018-12-18
AMAZON.COM INC CMN (XXX-XX-XXXX)   2016-12-01 2018-12-18
APPLE INC CMN (XXX-XX-XXXX)   2016-06-27 2018-12-18
BANK OF AMERICA CORP CMN (XXX-XX-XXXX)   2016-04-01 2018-12-18
BOEING COMPANY CMN (XXX-XX-XXXX)   2016-09-12 2018-12-18
BOEING COMPANY CMN (XXX-XX-XXXX)   2016-04-01 2018-12-18
CISCO SYSTEMS, INC. CMN (17275R102)   2016-01-19 2018-12-18
COSTCO WHOLESALE CORPORATION CMN (22160K105)   2013-08-15 2018-12-18
HONEYWELL INTL INC CMN (XXX-XX-XXXX)   2013-08-15 2018-12-18
INTEL CORPORATION CMN (XXX-XX-XXXX)   2014-03-25 2018-12-18
INTERCONTINENTAL EXCHANGE INC CMN (45866F104)   2014-10-06 2018-12-18
MARATHON PETROLEUM CORPORATION CMN (56585A102)   2016-05-06 2018-12-18
MASTERCARD INCORPORATED CMN CLASS A   2014-12-19 2018-12-18
MERCK & CO., INC. CMN (58933Y105)   2015-10-02 2018-12-18
MICROSOFT CORPORATION CMN (XXX-XX-XXXX)   2016-12-01 2018-12-18
NETFLIX, INC. CMN (64110L106)   2016-12-01 2018-12-18
PROLOGIS INC CMN (74340W103)   2016-02-24 2018-12-18
SALESFORCE.COM, INC CMN (79466L302)   2014-12-19 2018-12-18
SVB FINANCIAL GROUP CMN (XXX-XX-XXXX)   2016-02-24 2018-12-18
TEXAS INSTRUMENTS INC CMN (XXX-XX-XXXX)   2016-05-06 2018-12-18
THE HOME DEPOT, INC CMN (XXX-XX-XXXX)   2014-12-19 2018-12-18
THERMO FISHER SCIENTIFIC INC CMN (XXX-XX-XXXX)   2015-10-02 2018-12-18
UNITEDHEALTH GROUP INCORPORATE CMN (91324P102)   2016-12-01 2018-12-18
VISA INC. CMN CLASS A (92826C839)   2014-12-19 2018-12-19
AIR LIQUIDEADR ADR CMN (XXX-XX-XXXX)   2018-01-08 2018-01-08
MEDTRONIC PUBLIC LIMITED COMPA CMN (G5960L103)   2017-05-18 2018-01-26
SYSMEX CORPORATION CMN (J7864H102)   2017-05-18 2018-01-26
ROCHE HOLDING AG ADR B SHS(N0M CHF 100) VAL   2017-05-18 2018-02-27
ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL   2017-10-26 2018-02-27
RIO TINTO PLC SPONSORED ADR (XXX-XX-XXXX)   2017-06-07 2018-03-27
AMCOR LTD ADR (NEW) ADR CMN (02341R302)   2017-05-18 2018-05-15
AMADEUS IT GROUP SA ADR CMN (02263T104)   2017-05-18 2018-05-16
SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR   2017-05-18 2018-05-16
MICRO FOCUS INTERNATIONAL PLC SPONSORED ADR   2018-07-25 2018-09-25
MICRO FOCUS INTERNATIONAL PLC SPONSORED ADR   2018-07-25 2018-09-26
AMERICA MOVIL SAB DE CV SPONSORED ADR CMN   2017-12-15 2018-10-31
MICRO FOCUS INTERNATIONAL PLC SPONSORED ADR   2018-07-25 2018-10-31
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2018-03-27 2018-12-12
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2018-09-25 2018-12-12
KEYENCE CORPORATION CMN (J32491102)   2013-12-26 2018-01-26
MEDTRONIC PUBLIC LIMITED COMPA CMN (G5960L103)   2016-06-28 2018-01-26
MEDTRONIC PUBLIC LIMITED COMPA CMN (G5960L103)   2015-10-14 2018-01-26
SYSMEX CORPORATION CMN (J7864H102)   2016-06-28 2018-01-26
SAMPO OYJ UNSPONSORED ADR CMN REPRESENTING A   2016-06-28 2018-01-30
SAMPO OYJ UNSPONSORED ADR CMN REPRESENTING A   2015-03-13 2018-01-30
SAMPO OYJ UNSPONSORED ADR CMN REPRESENTING A   2013-12-26 2018-01-30
ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL   2016-06-28 2018-02-27
ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL   2016-08-26 2018-02-27
ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL   2013-12-26 2018-02-27
RYOHIN KEIKAKU CO., LTD ADR CMN (XXX-XX-XXXX)   2016-10-04 2018-03-28
AMCOR LTD ADR (NEW) ADR CMN (02341R302)   2017-02-27 2018-05-15
AMADEUS IT GROUP SA ADR CMN (02263T104)   2016-06-28 2018-05-16
AMADEUS IT GROUP SA ADR CMN (02263T104)   2016-03-01 2018-05-16
AMADEUS IT GROUP SA ADR CMN (02263T104)   2015-11-11 2018-05-16
SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR   2016-06-28 2018-05-16
SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR   2014-03-18 2018-05-16
FANUC CORPORATION UNSPONSORED ADR CMN   2013-12-26 2018-06-08
SINGAPORE TELECOMMUNICATIONS L SPONSORED ADR   2017-05-18 2018-06-08
SINGAPORE TELECOMMUNICATIONS L SPONSORED ADR   2016-06-28 2018-06-08
SINGAPORE TELECOMMUNICATIONS L SPONSORED ADR   2013-12-26 2018-06-08
MURATA MANUFACTURING CO., LTD. CMN (J46840104)   2013-12-26 2018-07-24
FANUC CORPORATION UNSPONSORED ADR CMN   2016-06-28 2018-07-25
FANUC CORPORATION UNSPONSORED ADR CMN   2013-12-26 2018-07-25
KBC GROUP NV UNSPONSORED ADR CMN (48241 FL04)   2017-01-26 2018-07-25
IMPERIAL BRANDS PLO SPONSORED ADR CMN   2016-06-28 2018-08-22
IMPERIAL BRANDS PLC SPONSORED ADR CMN   2015-05-08 2018-08-22
IMPERIAL BRANDS PLC SPONSORED ADR CMN   2015-03-13 2018-08-22
SAFRAN SA SPONSORED ADR CMN (XXX-XX-XXXX)   2014-08-13 2018-08-22
SAFRAN SA SPONSORED ADR CMN (XXX-XX-XXXX)   2014-08-12 2018-08-22
TOTAL SA SPONSORED ADR CMN (89151 EL09)   2016-06-28 2018-08-22
TOTAL SA SPONSORED ADR CMN (89151 EL09)   2015-11-11 2018-08-22
COMPAGNIE FINANCIERE RICHEMONT UNSPONSORED   2016-06-28 2018-08-23
COMPAGNIE FINANCIERE RICHEMONT UNSPONSORED   2014-01-15 2018-08-23
COMPAGNIE FINANCIERE RICHEMONT UNSPONSORED   2017-05-18 2018-08-23
COMPAGNIE FINANCIERE RICHEMONT UNSPONSORED   2014-01-14 2018-08-23
COMPAGNIE FINANCIERE RICHEMONT UNSPONSORED   2013-12-26 2018-08-23
ENBR1DGE INC. CMN (29250N105)   2017-05-18 2018-09-25
ENBRIDGE INC. CMN (29250N105)   2014-04-23 2018-09-25
ENBRIDGEINC. CMN (29250N105)   2013-12-26 2018-09-25
ENBRIDGE INC. CMN (29250N105)   2015-03-24 2018-09-25
ENBRIDGEINC. CMN (29250N105)   2016-06-28 2018-09-25
ENBRIDGEINC. CMN(29250N105)   2017-09-11 2018-09-25
FANUC CORPORATION UNSPONSORED ADR CMN   2017-05-18 2018-09-25
FANUC CORPORATION UNSPONSORED ADR CMN   2016-06-28 2018-09-25
FANUC CORPORATION UNSPONSORED ADR CMN   2017-05-18 2018-09-26
ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN   2014-10-14 2018-10-31
SIEMENS AKTIENGESELLSCHAFT SPONSORED ADR CMN   2017-05-18 2018-10-31
SIEMENS AKTIENGESELLSCHAFT SPONSORED ADR CMN   2016-11-30 2018-10-31
VODAFONE GROUP PLC ADR CMN (92857W308)   2016-11-03 2018-10-31
VODAFONE GROUP PLC ADR CMN (92857W308)   2014-08-12 2018-10-31
VODAFONE GROUP PLC ADR CMN (92857W308)   2015-12-08 2018-10-31
VODAFONE GROUP PLC ADR CMN (92857W308)   2016-06-28 2018-10-31
VODAFONE GROUP PLC ADR CMN (92857W308)   2014-07-22 2018-10-31
ASSA ABLOY AB UNSPONSORED ADR (SWEDEN)   2013-12-26 2018-11-01
HAMAMATSU PHOTONICS K K CMN (J18270108)   2017-05-18 2018-11-01
HAMAMATSU PHOTONICS K K CMN (JI8270108)   2016-06-28 2018-11-01
HAMAMATSU PHOTONICS K K CMN (JI8270108)   2013-12-26 2018-11-01
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2017-05-18 2018-12-12
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2016-06-28 2018-12-12
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2015-09-03 2018-12-12
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2017-08-17 2018-12-12
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2016-01-29 2018-12-12
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2014-02-03 2018-12-12
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2014-04-23 2018-12-12
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2017-05-18 2018-12-12
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2016-06-28 2018-12-12
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2013-12-26 2018-12-12
UBS GROUP AG CMN (H42097107)   2017-05-18 2018-12-12
UBS GROUP AG CMN (H42097107)   2016-06-28 2018-12-12
UBS GROUP AG CMN (H42097107)   2015-04-14 2018-12-12
BANCO BRADESCO S A. ADR CMN (XXX-XX-XXXX)   2017-03-03 2018-02-02
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2017-05-09 2018-04-11
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2017-05-09 2018-04-12
YAHOO JAPAN CORPORATION UNSPONSORED ADR CMN   2017-05-17 2018-05-11
KROTON EDUCACIONAL S/A. SPONSORED ADR CMN   2017-08-18 2018-05-21
KROTON EDUCACIONAL S/A. SPONSORED ADR CMN   2018-02-07 2018-12-10
KROTON EDUCACIONAL S/A. SPONSORED ADR CMN   2018-02-16 2018-12-10
KROTON EDUCACIONAL S/A. SPONSORED ADR CMN   2018-01-30 2018-12-10
KROTON EDUCACIONAL S/A. SPONSORED ADR CMN   2018-02-07 2018-12-11
JAPAN TOBACCO INC. ADR CMN (XXX-XX-XXXX)   2016-07-11 2018-01-02
JAPAN TOBACCO INC. ADR CMN (XXX-XX-XXXX)   2016-06-29 2018-01-02
SMITHS NEPHEWPLCADR CMN (83175M205)   2012-09-21 2018-01-18
SMITHS NEPHEW PLC ADR CMN (83175M205)   2013-01-18 2018-01-18
SMITH S NEPHEW PLC ADR CMN (83175M205)   2013-12-06 2018-01-18
SAP SE (SPON ADR) (XXX-XX-XXXX)   2013-01-18 2018-01-19
SAP SE(SPON ADR) (XXX-XX-XXXX)   2014-05-06 2018-01-19
AMADEUS IT GROUP SA ADR CMN (02263T104)   2013-12-17 2018-01-22
JULIUS BAER GROUP LTD. ADR CMN (48137C108)   2015-03-16 2018-01-22
JULIUS BAER GROUP LTD. ADR CMN (48137C108)   2013-04-05 2018-01-22
WH GROUP LIMITED SPONSORED ADR CMN (92890T205)   2016-01-05 2018-02-05
CENOVUS ENERGY INC. CMN (15135U109)   2013-01-18 2018-02-14
CENOVUS ENERGY INC CMN (15135U109)   2013-02-22 2018-02-14
CENOVUS ENERGY INC. CMN (15135U109)   2013-02-25 2018-02-14
CENOVUS ENERGY INC CMN (15135U109)   2016-07-25 2018-02-14
CENOVUS ENERGY INC CMN (15135U109)   2016-06-29 2018-02-14
CENOVUS ENERGY INC. CMN (15135U109)   2015-09-02 2018-02-14
JAPAN TOBACCO INC ADR CMN (XXX-XX-XXXX)   2016-07-11 2018-02-16
JAPAN TOBACCO INC ADR CMN (XXX-XX-XXXX)   2016-07-22 2018-02-16
REED ELSEVIER PLC SPONSORED ADR CMN (XXX-XX-XXXX)   2012-07-30 2018-02-16
REED ELSEVIER PLC SPONSORED ADR CMN (XXX-XX-XXXX)   2012-07-30 2018-02-16
JAPAN TOBACCO INC. ADR CMN (XXX-XX-XXXX)   2016-07-22 2018-02-20
JAPAN TOBACCO INC. ADR CMN (XXX-XX-XXXX)   2016-08-04 2018-02-20
REED ELSEVIER PLC SPONSORED ADR CMN (XXX-XX-XXXX)   2012-07-30 2018-02-20
REED ELSEVIER PLC SPONSORED ADR CMN (XXX-XX-XXXX)   2013-01-18 2018-02-20
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2016-01-05 2018-03-12
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2016-01-05 2018-03-13
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2016-06-29 2018-03-14
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2016-01-05 2018-03-14
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2016-06-29 2018-03-15
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2017-01-20 2018-03-15
PRADA S P A. ADR CMN (73942H100)   2016-06-30 2018-03-16
PRADA S.P.A. ADR CMN (73942H100)   2016-01-14 2018-03-16
PRADA S.P A. ADR CMN (73942H100)   2016-06-30 2018-03-21
OPEN TEXT CORPORATION CMN (XXX-XX-XXXX)   2017-02-16 2018-03-22
PRADA S.P.A. ADR CMN (73942H100)   2016-06-30 2018-03-22
UNITED OVERSEAS BK LTD SPONSORED ADR CMN   2014-05-12 2018-04-06
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2017-01-20 2018-04-10
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2017-02-14 2018-04-10
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2017-04-07 2018-04-10
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2015-03-03 2018-04-11
CIELO S A SPONSORED ADR CMN (XXX-XX-XXXX)   2017-04-07 2018-04-11
SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE)   2016-01-05 2018-04-17
SMITH & NEPHEW PLC ADR CMN (83175M205)   2015-08-17 2018-04-19
SMITH & NEPHEW PLC ADR CMN (83175M205)   2013-12-06 2018-04-19
KASIKORNBANKPCLADR CMN (XXX-XX-XXXX)   2016-01-05 2018-04-23
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2012-12-27 2018-04-26
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2012-12-27 2018-04-26
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2013-01-28 2018-04-26
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2013-01-18 2018-04-26
CGI GROUP INC CMN CLASS A (39945C109)   2015-08-07 2018-05-01
CGI GROUP INC CMN CLASS A (39945C109)   2014-07-01 2018-05-01
CGI GROUP INC CMN CLASS A (39945G109)   2015-08-07 2018-05-01
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2013-08-08 2018-05-02
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2013-08-07 2018-05-02
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2013-01-18 2018-05-02
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2013-01-18 2018-05-02
YAHOO JAPAN CORPORATION UNSPONSORED ADR CMN   2015-03-16 2018-05-11
YAHOO JAPAN CORPORATION UNSPONSORED ADR CMN   2017-04-03 2018-05-11
YAHOO JAPAN CORPORATION UNSPONSORED ADR CMN   2015-10-01 2018-05-11
YAHOO JAPAN CORPORATION UNSPONSORED ADR CMN   2016-06-29 2018-05-11
DEUTSCHE POST AG SPONSORED ADR CMN (25157Y202)   2013-05-31 2018-05-18
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2013-01-28 2018-05-21
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2013-01-29 2018-05-21
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2013-01-29 2018-05-21
BRITISH AMERICAN TOBACCO PLC SPONS ADR   2013-01-28 2018-05-21
CENOVUS ENERGY INC CMN (15135U1O9)   2016-07-25 2018-05-22
CENOVUS ENERGY INC CMN (15135U109)   2017-05-17 2018-05-22
CENOVUS ENERGY INC CMN (15135U109)   2017-04-21 2018-05-22
SMITH & NEPHEW PLC ADR CMN (83175M205)   2015-08-17 2018-05-22
SMITH & NEPHEW PLC ADR CMN (83175M205)   2015-08-18 2018-05-22
SMITH & NEPHEW PLC ADR CMN (83175M205)   2016-02-09 2018-05-22
SMITH & NEPHEW PLC ADR CMN (83175M205)   2017-05-17 2018-05-22
SMITH & NEPHEW PLC ADR CMN (83175M205)   2016-06-29 2018-05-22
ALLIANZ SE ADR CMN (XXX-XX-XXXX)   2015-03-10 2018-05-31
SAP SE(SPON ADR) (XXX-XX-XXXX)   2014-05-06 2018-05-31
SAP SE (SPON ADR) (XXX-XX-XXXX)   2014-05-06 2018-05-31
ALLIANZ SEADR CMN (XXX-XX-XXXX)   2015-03-10 2018-06-01
AMADEUS IT GROUP SA ADR CMN (02263T104)   2013-12-17 2018-06-01
BRAMBLES LIMITED SPONSORED ADR CMN (XXX-XX-XXXX)   2016-06-29 2018-06-01
BRAMBLES LIMITED SPONSORED ADR CMN (XXX-XX-XXXX)   2013-01-18 2018-06-01
BRAMBLES LIMITED SPONSORED ADR CMN (XXX-XX-XXXX)   2012-08-20 2018-06-01
PERNOD RICARD UNSPONSORRED ADR CMN (XXX-XX-XXXX)   2016-12-06 2018-06-01
ALLIANZ SEADR CMN (XXX-XX-XXXX)   2015-03-10 2018-06-04
WH GROUP LIMITED SPONSORED ADR CMN (92890T205)   2016-01-05 2018-06-04
ALLIANZ SE ADR CMN (XXX-XX-XXXX)   2015-10-19 2018-06-05
ALLIANZ SE ADR CMN (XXX-XX-XXXX)   2015-03-10 2018-06-05
WH GROUP LIMITED SPONSORED ADR CMN (92890T205)   2016-01-05 2018-06-05
LAS VEGAS SANDS CORP CMN (XXX-XX-XXXX)   2017-02-09 2018-06-06
KASIKORNBANK PCL ADR CMN (XXX-XX-XXXX)   2016-01-05 2018-06-08
WH GROUP LIMITED SPONSORED ADR CMN (92890T205)   2016-01-05 2018-06-11
WOLTERS KLUWER NV SPONSORED ADR CMN   2016-10-19 2018-06-19
WOLTERS KLUWER NV SPONSORED ADR CMN   2016-10-17 2018-06-19
WOLTERS KLUWER NV SPONSORED ADR CMN   2016-06-29 2018-06-19
BRAMBLES LIMITED SPONSORED ADR CMN (XXX-XX-XXXX)   2016-10-24 2018-07-02
BRAMBLES LIMITED SPONSORED ADR CMN (XXX-XX-XXXX)   2016-10-25 2018-07-02
BRAMBLES LIMITED SPONSORED ADR CMN (XXX-XX-XXXX)   2017-02-09 2018-07-02
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2013-08-08 2018-07-05
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2014-12-11 2018-07-05
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2014-09-25 2018-07-05
CSL LIMITED SPONSORED ADR CMN (12637N204)   2016-12-08 2018-07-11
CSL LIMITED SPONSORED ADR CMN (12637N204)   2016-12-08 2018-07-12
CARLSBERG A/S SPONSORED ADR CMN (XXX-XX-XXXX)   2015-01-26 2018-07-20
CARLSBERG A/S SPONSORED ADR CMN (XXX-XX-XXXX)   2015-01-05 2018-07-20
SAP SE (SPON ADR) (XXX-XX-XXXX)   2014-05-06 2018-07-23
JULIUS BAER GROUP LTD. ADR CMN (48137C108)   2015-03-16 2018-07-27
JULIUS BAER GROUP LTD. ADR CMN (48137C108)   2016-01-20 2018-07-27
JULIUS BAER GROUP LTD. ADR CMN (48137C108)   2016-01-20 2018-07-27
OPEN TEXT CORPORATION CMN (XXX-XX-XXXX)   2017-04-06 2018-08-07
OPEN TEXT CORPORATION CMN (XXX-XX-XXXX)   2017-03-16 2018-08-07
OPEN TEXT CORPORATION CMN (XXX-XX-XXXX)   2017-02-16 2018-08-07
AMCOR LTD ADR (NEW) ADR CMN (02341R302)   2013-12-05 2018-08-10
AMCOR LTD ADR (NEW) ADR CMN (02341R302)   2013-12-06 2018-08-10
AMCOR LTD ADR (NEW) ADR CMN (02341R302)   2013-12-09 2018-08-10
AMCOR LTD ADR (NEW) ADR CMN (02341R302)   2014-01-28 2018-08-10
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2015-06-10 2018-08-14
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2016-05-23 2018-08-14
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2015-06-09 2018-08-14
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2015-10-19 2018-08-14
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2016-06-29 2018-08-14
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2015-04-24 2018-08-14
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2016-06-29 2018-08-15
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2017-05-05 2018-08-15
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2017-05-17 2018-08-15
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN   2017-05-08 2018-08-15
CSL LIMITED SPONSORED ADR CMN (12637N204)   2016-12-08 2018-08-20
AMADEUS IT GROUP SA ADR CMN (02263T104)   2013-12-17 2018-08-31
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS IADS   2015-08-25 2018-09-04
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2016-06-03 2018-09-10
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2014-12-11 2018-09-10
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2014-12-31 2018-09-10
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2015-10-26 2018-09-10
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2016-06-06 2018-09-10
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2016-06-29 2018-09-10
AMCOR LTD ADR (NEW) ADR CMN (02341R302)   2016-06-29 2018-10-02
AMCOR LTD ADR (NEW) ADR CMN (02341R302)   2015-12-07 2018-10-02
AMCOR LTD ADR (NEW) ADR CMN (02341R302)   2014-09-29 2018-10-02
AMCOR LTD ADR (NEW) ADR CMN (02341R302)   2014-03-20 2018-10-02
AMCOR LTD ADR (NEW) ADR CMN (02341R302)   2014-01-28 2018-10-02
DEUTSCHE POST AG SPONSORED ADR CMN (25157Y202)   2013-05-31 2018-10-09
ROYAL DUTCH SHELL PLC SPONSORED ADR CMN SERIES   2013-05-16 2018-10-10
ROYAL DUTCH SHELL PLC SPONSORED ADR CMN SERIES   2011-06-14 2018-10-10
ROYAL DUTCH SHELL PLC SPONSORED ADR CMN SERIES   2013-01-18 2018-10-10
BRITISH AMERICAN T06ACC0 PLC SPONS ADR   2013-01-29 2018-10-19
BRITISH AMERICAN TO8ACCO PLC SPONS ADR   2013-05-08 2018-10-19
SAP SE (SPON ADR) (XXX-XX-XXXX)   2014-05-06 2018-10-19
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2016-06-29 2018-10-22
BANCO BRADESCO S A ADR CMN (XXX-XX-XXXX)   2017-03-03 2018-10-24
BANCO BRADESCO S A ADR CMN (XXX-XX-XXXX)   2017-04-12 2018-10-31
BANCO BRADESCO S.A ADR CMN (XXX-XX-XXXX)   2017-03-03 2018-10-31
BROADCOM INC. CMN (11135F101)   2015-12-23 2018-11-05
WOLTERS KLUWER NV SPONSORED ADR CMN   2016-10-19 2018-11-05
CGI GROUP INC CMN CLASS A (39945C109)   2015-08-07 2018-11-15
FOMENTO ECONOMICO MEXICANO SAB DE C.V NEW   2011-12-12 2018-11-15
PERNOD RICARD UNSPONSORRED ADR CMN (XXX-XX-XXXX)   2017-05-17 2018-11-16
PERNOD RICARD UNSPONSORRED ADR CMN (XXX-XX-XXXX)   2016-12-06 2018-11-16
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS   2015-08-25 2018-11-20
WH GROUP LIMITED SPONSORED ADR CMN (92890T205)   2016-01-05 2018-11-30
CGI GROUP INC CMN CLASS A (39945C109)   2017-09-15 2018-12-07
KROTON EDUCACIONAL S/A. SPONSORED ADR CMN   2017-10-26 2018-12-11
KROTON EDUCACIONAL S/A SPONSORED ADR CMN   2017-11-16 2018-12-11
KROTON EDUCACIONAL S/A. SPONSORED ADR CMN   2017-08-18 2018-12-11
KROTON EDUCACIONAL S/A SPONSORED ADR CMN   2017-11-15 2018-12-12
KROTON EDUCACIONAL S/A. SPONSORED ADR CMN   2017-08-18 2018-12-12
KROTON EDUCACIONAL S/A. SPONSORED ADR CMN   2017-08-21 2018-12-12
BROADCOM INC. CMN (11135F101)   2017-10-26 2018-12-13
NOVARTIS AG-ADR SPONSORED ADR CMN (66987V109)   2016-06-29 2018-12-13
NOVARTIS AG-ADR SPONSORED ADR CMN (66987V109)   2017-09-13 2018-12-13
BANCO BRADESCO S.A. ADR CMN (XXX-XX-XXXX)   2017-05-17 2018-12-17
CENOVUS ENERGY INC. CMN (XXX-XX-XXXX)   2010-12-13 2018-02-14
BANCO BRADESCO S.A. ADR CMN (XXX-XX-XXXX)   2010-10-14 2018-04-02
CK HUTCHISON HLDGS LTD ADR CMN (12562Y100)   2010-12-13 2018-05-02
F5 NETWORKS, INC CMN (XXX-XX-XXXX)   2017-04-27 2018-01-26
F5 NETWORKS, INC. CMN (XXX-XX-XXXX)   2017-04-27 2018-01-26
LIVE NATION ENTERTAINMENT INC CMN (XXX-XX-XXXX)   2017-03-27 2018-03-16
BANKOZK. CMN (XXX-XX-XXXX)   2017-05-19 2018-03-19
BANKOZK. CMN (XXX-XX-XXXX)   2017-05-22 2018-03-19
BERRY GLOBAL GROUP INC CMN (08579W103)   2018-02-08 2018-03-19
CENTENE CORPORATION CMN (15135B101)   2017-09-29 2018-03-19
COHERENT INC. CMN (XXX-XX-XXXX)   2017-03-28 2018-03-19
COHERENT INC. CMN (XXX-XX-XXXX)   2017-05-10 2018-03-19
COSTCO WHOLESALE CORPORATION CMN (22160K105)   2018-01-26 2018-03-19
FORTUNE BRANDS HOME & SECURITY CMN (34964C106)   2017-08-21 2018-03-19
LIVE NATION ENTERTAINMENT INC CMN (XXX-XX-XXXX)   2017-03-27 2018-03-19
MARVELL TECHNOLOGY GROUP LTD. CMN (G5876H105)   2017-10-11 2018-03-19
MARVELL TECHNOLOGY GROUP LTD. CMN (G5876H105)   2017-10-12 2018-03-19
METLIFE, INC. CMN (59156R108)   2017-04-10 2018-03-19
MOLSON COORS BREWING CO CMN CLASS B   2017-08-23 2018-03-19
MORGAN STANLEY CMN (XXX-XX-XXXX)   2017-03-29 2018-03-19
PFIZER INC. CMN (XXX-XX-XXXX)   2017-09-29 2018-03-19
PTC INC CMN (69370C100)   2017-04-21 2018-03-19
PTC INC CMN (69370C100)   2017-04-19 2018-03-19
RELIANCE STEEL & ALUMINUM CO CMN (XXX-XX-XXXX)   2017-12-11 2018-03-19
SIGNATURE BANK CMN (82669G104)   2017-09-29 2018-03-19
STARBUCKS CORP CMN (XXX-XX-XXXX)   2017-11-09 2018-03-19
UNIVERSAL HEALTH SVC CL B CMN CLASS B (XXX-XX-XXXX)   2018-03-02 2018-03-19
WARNER MEDIA, LLC CMN (XXX-XX-XXXX)   2017-11-16 2018-03-19
WEC ENERGY GROUP, INC. CMN (92939U106)   2018-01-04 2018-03-19
WHIRLPOOL CORP. CMN (XXX-XX-XXXX)   2017-08-23 2018-03-19
WILLIS TOWERS WATSON PLC CMN (G96629103)   2017-04-13 2018-03-19
LIVE NATION ENTERTAINMENT INC CMN (XXX-XX-XXXX)   2017-03-27 2018-03-21
PTC INC CMN (69370C100)   2017-04-21 2018-04-05
SIGNATURE BANK CMN (82669G104)   2017-09-29 2018-04-19
SIGNATURE BANK CMN (82669G104)   2017-09-29 2018-04-24
SIGNATURE BANK CMN (82669G104)   2017-09-29 2018-04-26
SIGNATURE BANK CMN (82669G104)   2018-01-22 2018-04-26
MOLSON COORS BREWING CO CMN CLASS B   2017-08-23 2018-05-02
MOLSON COORS BREWING CO CMN CLASS B   2017-08-23 2018-05-03
MOLSON COORS BREWING CO CMN CLASS B   2017-08-23 2018-05-07
MOLSON COORS BREWING CO CMN CLASS B   2017-10-06 2018-05-07
WARNER MEDIA, LLC CMN (XXX-XX-XXXX)   2017-11-16 2018-06-13
CARMAX, INC. CMN (XXX-XX-XXXX)   2018-03-16 2018-06-15
COSTCO WHOLESALE CORPORATION CMN (22160K105)   2018-01-26 2018-06-15
PFIZER INC CMN (XXX-XX-XXXX)   2017-09-29 2018-06-15
STARBUCKS CORP CMN (XXX-XX-XXXX)   2017-11-09 2018-06-15
WEC ENERGY GROUP, INC. CMN (92939U106)   2018-01-04 2018-06-15
WHIRLPOOL CORP. CMN (XXX-XX-XXXX)   2017-08-23 2018-07-24
WHIRLPOOL CORP. CMN (XXX-XX-XXXX)   2017-08-23 2018-07-25
MOHAWK INDUSTRIES INC COMMON STOCK (XXX-XX-XXXX)   2018-04-18 2018-07-27
MOHAWK INDUSTRIES INC COMMON STOCK (XXX-XX-XXXX)   2018-04-20 2018-07-27
MOHAWK INDUSTRIES INC COMMON STOCK (XXX-XX-XXXX)   2018-04-27 2018-07-27
UNIVERSAL HEALTH SVC CL B CMN CLASS B (XXX-XX-XXXX)   2018-03-02 2018-09-19
AXA EQUITABLE HOLDINGS, INC CMN (XXX-XX-XXXX)   2018-05-10 2018-09-21
BERRY GLOBAL GROUP INC CMN (08579W103)   2018-02-08 2018-09-21
BOOKING HOLDINGS INC. CMN (09857L108)   2018-05-16 2018-09-21
BOSTON SCIENTIFIC CORP. COMMON STOCK (XXX-XX-XXXX)   2018-06-14 2018-09-21
CARMAX, INC CMN (XXX-XX-XXXX)   2018-03-16 2018-09-21
CENTENE CORPORATION CMN (15135B101)   2017-09-29 2018-09-21
COSTCO WHOLESALE CORPORATION CMN (22160K105)   2018-01-26 2018-09-21
EVEREST RE GROUP LTD CMN (G3223R108)   2018-09-19 2018-09-21
HANESBRANDS INC. CMN (XXX-XX-XXXX)   2018-05-17 2018-09-21
LGI HOMES, INC. CMN (50187T106)   2018-03-14 2018-09-21
MARVELL TECHNOLOGY GROUP LTD. CMN (G5876H105)   2017-10-12 2018-09-21
MGM RESORTS INTERNATIONAL CMN (XXX-XX-XXXX)   2018-05-09 2018-09-21
PFIZER INC. CMN (XXX-XX-XXXX)   2017-09-29 2018-09-21
PLAINS GP HOLDINGS, L.P. CMN (72651A207)   2018-04-23 2018-09-21
RELIANCE STEEL & ALUMINUM CO CMN (XXX-XX-XXXX)   2017-12-11 2018-09-21
STARBUCKS CORP CMN (XXX-XX-XXXX)   2017-11-09 2018-09-21
UNIVERSAL HEALTH SVC CL B CMN CLASS B (XXX-XX-XXXX)   2018-03-02 2018-09-21
WEC ENERGY GROUP, INC. CMN (92939U106)   2018-01-04 2018-09-21
WESTERN ALLIANCE BANCORP CMN (XXX-XX-XXXX)   2018-03-13 2018-09-21
XPO LOGISTICS INC CMN (XXX-XX-XXXX)   2018-04-12 2018-09-21
WESTERN ALLIANCE BANCORP CMN (XXX-XX-XXXX)   2018-03-16 2018-10-19
WESTERN ALLIANCE BANCORP CMN (XXX-XX-XXXX)   2018-03-13 2018-10-19
WESTERN ALLIANCE BANCORP CMN (XXX-XX-XXXX)   2018-03-14 2018-10-19
WESTERN ALLIANCE BANCORP CMN (XXX-XX-XXXX)   2018-03-19 2018-10-22
WESTERN ALLIANCE BANCORP CMN (XXX-XX-XXXX)   2018-07-05 2018-10-22
WESTERN ALLIANCE BANCORP CMN (XXX-XX-XXXX)   2018-03-16 2018-10-22
WESTERN ALLIANCE BANCORP CMN (XXX-XX-XXXX)   2018-07-05 2018-10-23
PRAXAIR, INC. CMN (74005P104)   2018-10-30 2018-10-31
PRAXAIR, INC. CMN (74005P104)   2018-10-29 2018-10-31
HANESBRANDS INC CMN (XXX-XX-XXXX)   2018-05-18 2018-11-02
HANESBRANDS INC. CMN (XXX-XX-XXXX)   2018-05-17 2018-11-02
HANESBRANDS INC. CMN (XXX-XX-XXXX)   2018-05-18 2018-11-06
PPL CORPORATION CMN (69351T106)   2015-11-20 2018-01-03
PPL CORPORATION CMN (XXX-XX-XXXX)   2015-12-03 2018-01-03
VECTREN CORPORATION CMN (92240G101)   2011-11-11 2018-01-04
VECTREN CORPORATION CMN (92240G101)   2014-08-21 2018-01-04
VECTREN CORPORATION CMN (92240G101)   2012-03-14 2018-01-04
VECTREN CORPORATION CMN (92240G101)   2014-08-21 2018-01-09
BANK OF AMERICA CORP CMN (XXX-XX-XXXX)   2017-01-11 2018-01-16
AMERIPRISE FINANCIAL, INC. CMN (03076C106)   2011-07-12 2018-01-19
CITIZENS FINANCIAL GROUP, INC CMN (XXX-XX-XXXX)   2015-03-27 2018-01-19
DISCOVER FINANCIAL SERVICES CMN (XXX-XX-XXXX)   2016-12-09 2018-01-19
F5 NETWORKS, INC. CMN (XXX-XX-XXXX)   2016-01-15 2018-01-19
F5 NETWORKS, INC. CMN (XXX-XX-XXXX)   2016-01-15 2018-01-22
AMERIPRISE FINANCIAL, INC CMN (03076C106)   2011-07-12 2018-01-26
F5 NETWORKS, INC CMN (XXX-XX-XXXX)   2016-01-15 2018-01-26
F5 NETWORKS, INC CMN (XXX-XX-XXXX)   2016-01-19 2018-01-26
PROCTER & GAMBLE COMPANY (THE) CMN (XXX-XX-XXXX)   2016-08-11 2018-01-26
PROCTER & GAMBLE COMPANY (THE) CMN (XXX-XX-XXXX)   2016-08-11 2018-01-26
APPLE INC CMN (XXX-XX-XXXX)   2012-10-05 2018-02-05
FIRST DATA CORPORATION CMN CLASS A (32008D106)   2016-02-09 2018-03-13
FIRST DATA CORPORATION CMN CLASS A (32008D106)   2016-02-18 2018-03-13
FIRST DATA CORPORATION CMN CLASS A (32008D106)   2015-10-15 2018-03-13
ABBVIE INC CMN (00287Y109)   2012-02-01 2018-03-19
ABBVIE INC CMN (00287Y109)   2011-07-25 2018-03-19
ALLERGAN PUBLIC LIMITED COMPAN CMN (G0177J108)   2015-08-17 2018-03-19
ALLERGAN PUBLIC LIMITED COMPAN CMN (G0177J108)   2015-09-29 2018-03-19
ALPHABET INC. CMN CLASS C (02079K107)   2015-07-20 2018-03-19
ALPHABET INC. CMN CLASS C(02079K107)   2015-08-26 2018-03-19
AMERICAN INTL GROUP, INC. CMN (XXX-XX-XXXX)   2013-10-18 2018-03-19
AMERICAN INTL GROUP, INC. CMN (XXX-XX-XXXX)   2013-06-19 2018-03-19
AMERIPRISE FINANCIAL, INC. CMN (03076C106)   2015-02-04 2018-03-19
AMERIPRISE FINANCIAL, INC. CMN (03076C106)   2011-07-12 2018-03-19
AMETEK INC (NEW) CMN (XXX-XX-XXXX)   2016-07-25 2018-03-19
ANADARKO PETROLEUM CORPCMN (XXX-XX-XXXX)   2015-03-17 2018-03-19
ANADARKO PETROLEUM CORP CMN (XXX-XX-XXXX)   2015-03-18 2018-03-19
APPLE INC. CMN (XXX-XX-XXXX)   2012-11-09 2018-03-19
APPLE INC CMN (XXX-XX-XXXX)   2012-10-05 2018-03-19
APPLIED MATERIALS INC CMN (XXX-XX-XXXX)   2014-10-10 2018-03-19
BANK OF AMERICA CORP CMN (XXX-XX-XXXX)   2017-01-11 2018-03-19
BLACKROCK, INC. CMN (09247X101)   2011-08-16 2018-03-19
CHUBB LIMITED CMN (H1467J104)   2016-02-09 2018-03-19
CITIZENS FINANCIAL GROUP, INC. CMN (XXX-XX-XXXX)   2015-03-27 2018-03-19
CITIZENS FINANCIAL GROUP, INC. CMN (XXX-XX-XXXX)   2015-04-10 2018-03-19
COCA-COLA COMPANY (THE) CMN (XXX-XX-XXXX)   2017-02-14 2018-03-19
COMCAST CORPORATION CMN CLASS A VOTING   2016-02-04 2018-03-19
CYPRESS SEMICONDUCTOR CORPORAT CMN (XXX-XX-XXXX)   2016-07-19 2018-03-19
DANAHER CORPORATION CMN (XXX-XX-XXXX)   2016-10-12 2018-03-19
DISCOVER FINANCIAL SERVICES CMN (XXX-XX-XXXX)   2016-12-09 2018-03-19
DOLLAR GENERAL CORPORATION CMN (XXX-XX-XXXX)   2017-01-11 2018-03-19
ECOLAB INC CMN (XXX-XX-XXXX)   2011-03-16 2018-03-19
HEXCEL CORPORATION (NEW) CMN (XXX-XX-XXXX)   2014-08-27 2018-03-19
HEXCEL CORPORATION (NEW) CMN (XXX-XX-XXXX)   2014-08-25 2018-03-19
INGERSOLL-RAND PLC CMN (G47791101)   2011-06-22 2018-03-19
JACOBS ENGINEERING GRP CMN (XXX-XX-XXXX)   2014-09-23 2018-03-19
JOHNSON CONTROLS INTERNATIONAL CMN (G51502105)   2017-01-11 2018-03-19
MARTIN MARIETTA MATERIALS.INC CMN (XXX-XX-XXXX)   2016-09-13 2018-03-19
OCCIDENTAL PETROLEUM CORP CMN (XXX-XX-XXXX)   2014-07-25 2018-03-19
OCCIDENTAL PETROLEUM CORP CMN (XXX-XX-XXXX)   2012-06-27 2018-03-19
SABRE CORPORATION CMN (78573M104)   2016-11-17 2018-03-19
THE HOME DEPOT, INC. CMN (XXX-XX-XXXX)   2014-06-17 2018-03-19
UNIVERSAL DISPLAY CORPORATION CMN (91347P105)   2016-01-12 2018-03-19
UNIVERSAL DISPLAY CORPORATION CMN (91347P105)   2016-01-11 2018-03-19
VISA INC. CMN CLASS A (92826C839)   2011-03-28 2018-03-19
ABBVIE INC CMN (00287Y109)   2012-02-01 2018-03-26
ABBVIE INC CMN (00287Y109)   2012-02-01 2018-03-26
ABBVIE INC CMN (00287Y109)   2012-02-01 2018-03-27
ABBVIE INC CMN (00287Y109)   2015-01-16 2018-03-29
ABBVIE INC CMN (00287Y109)   2012-02-01 2018-03-29
ABBVIE INC CMN (00287Y109)   2015-01-16 2018-04-03
ABBVIE INC CMN (00287Y109)   2015-10-01 2018-04-05
ALPHABET INC. CMN CLASS C (02079K107)   2015-08-26 2018-04-25
COMCAST CORPORATION CMN CLASS A VOTING   2016-02-25 2018-05-08
COMCAST CORPORATION CMN CLASS A VOTING   2016-02-04 2018-05-08
COMCAST CORPORATION CMN CLASS A VOTING   2016-10-14 2018-05-08
CITIZENS FINANCIAL GROUP, INC. CMN (XXX-XX-XXXX)   2015-04-10 2018-05-17
CITIZENS FINANCIAL GROUP, INC. CMN (XXX-XX-XXXX)   2015-04-14 2018-05-17
PTC INC CMN (69370C100)   2017-04-21 2018-05-17
CITIZENS FINANCIAL GROUP, INC. CMN (XXX-XX-XXXX)   2015-04-14 2018-05-18
CITIZENS FINANCIAL GROUP, INC CMN (XXX-XX-XXXX)   2015-07-29 2018-05-18
CITIZENS FINANCIAL GROUP, INC. CMN (XXX-XX-XXXX)   2017-04-04 2018-05-18
DISCOVER FINANCIAL SERVICES CMN (XXX-XX-XXXX)   2016-12-09 2018-05-24
DISCOVER FINANCIAL SERVICES CMN (XXX-XX-XXXX)   2016-12-09 2018-05-29
BLACKROCK, INC. CMN (09247X101)   2011-08-16 2018-06-14
ALPHABET INC. CMN CLASS C (02079K107)   2015-11-03 2018-06-15
AMERICAN INTL GROUP, INC. CMN (XXX-XX-XXXX)   2014-02-20 2018-06-15
AMETEK INC (NEW) CMN (XXX-XX-XXXX)   2016-07-25 2018-06-15
BLACKROCK, INC. CMN (09247X101)   2011-08-16 2018-06-15
COCA-COLA COMPANY (THE) CMN (XXX-XX-XXXX)   2017-02-14 2018-06-15
DOLLAR GENERAL CORPORATION CMN (XXX-XX-XXXX)   2017-01-11 2018-06-15
HEXCEL CORPORATION (NEW) CMN (XXX-XX-XXXX)   2014-08-27 2018-06-15
MARTIN MARIETTA MATERIALS,INC CMN (XXX-XX-XXXX)   2016-09-13 2018-06-15
PTC INC CMN (69370C100)   2017-04-21 2018-06-15
SABRE CORPORATION CMN (78573M104)   2016-11-17 2018-06-15
THE HOME DEPOT, INC. CMN (XXX-XX-XXXX)   2014-06-17 2018-06-15
BLACKROCK, INC. CMN (09247X101)   2011-08-16 2018-07-05
BLACKROCK, INC. CMN (09247X101)   2011-08-16 2018-07-09
VISA INC. CMN CLASS A (92826C839)   2011-03-28 2018-07-24
VISA INC. CMN CLASS A (92826C839)   2011-03-28 2018-07-25
JACOBS ENGINEERING GRP CMN (XXX-XX-XXXX)   2014-09-23 2018-09-18
ALLERGAN PUBLIC LIMITED COMPAN CMN (G0177J108)   2015-09-29 2018-09-21
ALPHABET INC. CMN CLASS C (02079K107)   2015-11-03 2018-09-21
AMERICAN INTL GROUP, INC. CMN (XXX-XX-XXXX)   2014-02-20 2018-09-21
AMERIPRISE FINANCIAL, INC. CMN (03076C106)   2015-02-04 2018-09-21
AMETEK INC (NEW) CMN (XXX-XX-XXXX)   2016-07-25 2018-09-21
ANADARKO PETROLEUM CORP CMN (XXX-XX-XXXX)   2015-03-18 2018-09-21
ANADARKO PETROLEUM CORP CMN (XXX-XX-XXXX)   2015-04-08 2018-09-21
APPLE INC. CMN (XXX-XX-XXXX)   2012-11-09 2018-09-21
APPLIED MATERIALS INC CMN (XXX-XX-XXXX)   2014-10-10 2018-09-21
BANK OF AMERICA CORP CMN (XXX-XX-XXXX)   2017-01-11 2018-09-21
BANK OZK CMN (06417N103)   2017-05-22 2018-09-21
BOEING COMPANY CMN (XXX-XX-XXXX)   2012-11-07 2018-09-21
CHUBB LIMITED CMN (H1467J104)   2016-02-09 2018-09-21
COCA-COLA COMPANY (THE) CMN (XXX-XX-XXXX)   2017-02-14 2018-09-21
COHERENT INC. CMN (XXX-XX-XXXX)   2017-05-10 2018-09-21
CYPRESS SEMICONDUCTOR CORPORA! CMN (XXX-XX-XXXX)   2016-07-19 2018-09-21
DANAHER CORPORATION CMN (XXX-XX-XXXX)   2016-10-12 2018-09-21
DISCOVER FINANCIAL SERVICES CMN (XXX-XX-XXXX)   2016-12-09 2018-09-21
DOLLAR GENERAL CORPORATION CMN (XXX-XX-XXXX)   2017-01-11 2018-09-21
ECOLAB INC. CMN (XXX-XX-XXXX)   2011-03-16 2018-09-21
FORTUNE BRANDS HOME & SECURITY CMN (34964C106)   2017-08-24 2018-09-21
HEXCEL CORPORATION (NEW) CMN (XXX-XX-XXXX)   2014-08-27 2018-09-21
INGERSOLL-RAND PLC CMN (G47791101)   2011-06-22 2018-09-21
INGERSOLL-RAND PLC CMN (G47791101)   2011-06-23 2018-09-21
JACOBS ENGINEERING GRP CMN (XXX-XX-XXXX)   2017-02-16 2018-09-21
JACOBS ENGINEERING GRP CMN (XXX-XX-XXXX)   2017-02-21 2018-09-21
JOHNSON CONTROLS INTERNATIONAL CMN (G51502105)   2017-01-11 2018-09-21
MARTIN MARIETTA MATERIALS,INC CMN (XXX-XX-XXXX)   2016-09-13 2018-09-21
MARTIN MARIETTA MATERIALS,INC CMN (XXX-XX-XXXX)   2016-10-14 2018-09-21
METLIFE, INC. CMN (59156R108)   2017-04-10 2018-09-21
METLIFE, INC. CMN (59156R108)   2017-04-11 2018-09-21
MORGAN STANLEY CMN (XXX-XX-XXXX)   2017-03-30 2018-09-21
MORGAN STANLEY CMN (XXX-XX-XXXX)   2017-03-29 2018-09-21
OCCIDENTAL PETROLEUM CORP CMN (XXX-XX-XXXX)   2014-07-25 2018-09-21
PTC INC CMN (69370C100)   2017-04-21 2018-09-21
SABRE CORPORATION CMN (78573M104)   2016-11-17 2018-09-21
SABRE CORPORATION CMN (78573M104)   2017-04-20 2018-09-21
THE HOME DEPOT, INC. CMN (XXX-XX-XXXX)   2014-06-17 2018-09-21
UNIVERSAL DISPLAY CORPORATION CMN (91347P105)     2018-09-21
VISA INC. CMN CLASS A (92826C839)   2011-03-28 2018-09-21
WILLIS TOWERS WATSON PLC CMN (G96629103)   2017-04-13 2018-09-21
SABRE CORPORATION CMN (78573M104)   2017-05-02 2018-10-01
SABRE CORPORATION CMN (78573M104)   2017-04-20 2018-10-01
SABRE CORPORATION CMN (78573M104)   2017-05-02 2018-10-02
SABRE CORPORATION CMN (78573M104)   2017-05-02 2018-10-03
THE HOME DEPOT, INC CMN (XXX-XX-XXXX)   2015-01-16 2018-10-19
THE HOME DEPOT, INC CMN (XXX-XX-XXXX)   2014-06-17 2018-10-19
THE HOME DEPOT, INC CMN (XXX-XX-XXXX)   2014-06-17 2018-10-19
JOHNSON CONTROLS INTERNATIONAL CMN (XXX-XX-XXXX)   2017-01-11 2018-10-30
JOHNSON CONTROLS INTERNATIONAL CMN (XXX-XX-XXXX)   2017-01-11 2018-11-01
JOHNSON CONTROLS INTERNATIONAL CMN (XXX-XX-XXXX)   2017-08-23 2018-11-01
JOHNSON CONTROLS INTERNATIONAL CMN (XXX-XX-XXXX)   2017-07-14 2018-11-01
JOHNSON CONTROLS INTERNATIONAL CMN (XXX-XX-XXXX)   2017-08-23 2018-11-01
DISCOVER FINANCIAL SERVICES CMN (XXX-XX-XXXX)   2016-12-09 2018-11-06
DISCOVER FINANCIAL SERVICES CMN (XXX-XX-XXXX)   2017-05-19 2018-11-06
STARBUCKS CORP CMN (XXX-XX-XXXX)   2017-11-09 2018-11-12
ECOLAB INC CMN (XXX-XX-XXXX)   2012-08-03 2018-11-26
ECOLAB INC CMN (XXX-XX-XXXX)   2011-03-16 2018-11-26
ECOLAB INC CMN (XXX-XX-XXXX)   2012-03-14 2018-11-26
ECOLAB INC CMN (XXX-XX-XXXX)   2012-08-06 2018-11-27
ECOLAB INC CMN (XXX-XX-XXXX)   2012-08-09 2018-11-27
ECOLAB INC CMN (XXX-XX-XXXX)   2012-08-03 2018-11-27
APPLE INC. CMN (XXX-XX-XXXX)   2010-12-13 2018-02-05
ABBVIE INC CMN (00287Y109)   2010-12-13 2018-03-16
ABBVIE INC CMN (00287Y109)   2010-12-13 2018-03-19
BOEING COMPANY CMN (XXX-XX-XXXX)   2010-12-13 2018-03-19
DOWDUPONTINC CMN (26078J100)   2010-10-13 2018-03-19
DOWDUPONTINC CMN (26078J100)   2010-12-13 2018-03-19
MICROSOFT CORPORATION CMN (XXX-XX-XXXX)   2010-10-13 2018-03-19
OCCIDENTAL PETROLEUM CORP CMN (XXX-XX-XXXX)   2010-12-13 2018-03-19
TJX COMPANIES INC (NEW) CMN (XXX-XX-XXXX)   2010-12-13 2018-03-19
UNITEDHEALTH GROUP INCORPORATE CMN (91324P102)   2010-10-13 2018-03-19
UNITEDHEALTH GROUP INCORPORATE CMN (91324P102)   2010-12-13 2018-03-19
TJX COMPANIES INC (NEW) CMN (XXX-XX-XXXX)   2010-12-13 2018-06-15
MICROSOFT CORPORATION CMN (XXX-XX-XXXX)   2010-10-13 2018-09-18
MICROSOFT CORPORATION CMN (XXX-XX-XXXX)   2010-12-13 2018-09-18
UNITEDHEALTH GROUP INCORPORATE CMN (91324P102)   2010-12-13 2018-09-18
DOWDUPONTINC CMN (26078J100)   2010-12-13 2018-09-21
MICROSOFT CORPORATION CMN (XXX-XX-XXXX)   2010-12-13 2018-09-21
TJX COMPANIES INC (NEW) CMN (XXX-XX-XXXX)   2010-12-13 2018-09-21
UNITEDHEALTH GROUP INCORPORATE CMN (91324P102)   2010-12-13 2018-09-21
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2017-04-28 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2017-07-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2017-10-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2017-05-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2017-08-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2017-11-30 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2018-01-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2017-09-29 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2018-02-28 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2017-06-30 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2017-03-31 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2017-12-29 2018-03-19
T. ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2014-04-30 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2012-12-19 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2012-12-19 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2013-12-18 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2016-12-19 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2013-09-30 2018-03-19
T ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2013-01-31 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2013-04-30 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2012-07-31 2018-03-19
T. ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2013-06-28 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2013-03-28 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2013-02-28 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2012-09-28 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2013-07-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-03-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2013-10-31 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-06-30 2018-03-19
T. ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2014-02-28 2018-03-19
T. ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2013-11-29 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-11-28 2018-03-19
T. ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2013-05-31 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2013-12-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-09-30 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2013-08-30 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-04-30 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2012-10-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2012-11-30 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-01-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-05-30 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-08-29 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-07-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2012-08-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-10-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2015-12-17 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2012-12-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-12-31 2018-03-19
T. ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2015-02-27 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2015-03-31 2018-03-19
T. BOWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2015-04-30 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2015-05-29 2018-03-19
T ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2015-08-31 2018-03-19
T. ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2015-01-30 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2016-10-31 2018-03-19
T ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2017-01-31 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2015-11-30 2018-03-19
T. ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2015-06-30 2018-03-19
T ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2016-07-29 2018-03-19
T. ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2017-02-28 2018-03-19
T ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2016-01-29 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2016-08-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2015-09-30 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2015-10-30 2018-03-19
T. ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2016-05-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2016-06-30 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2016-03-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2016-11-30 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2015-07-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2016-04-29 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2016-09-30 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2016-12-30 2018-03-19
T ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2016-02-29 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2015-12-31 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-12-17 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2013-12-18 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2014-12-17 2018-03-19
T ROWE PRICE FUNDS T ROWE PRICE INSTL HIGH YLD   2014-12-15 2018-03-19
T. ROWE PRICE FUNDS T. ROWE PRICE INSTL HIGH YLD   2012-06-27 2018-03-19
MERCK & CO., INC 1 1% 01/31/2018 SR LIEN   2012-09-11 2018-01-31
AT&T INC. 5 5% 02/01/2018 SR LIEN (00206RAJ1)   2012-08-28 2018-02-01
THE BANK OF NOVA SCOTIA 1.45% 04/25/2018 SR LIEN   2013-04-18 2018-04-25
PHILIP MORRIS INTERNATIONAL IN 5.65% 05/16/2018 SR   2012-09-06 2018-05-16
THE CHARLES SCHWAB CORP 2.2% 07/25/2018 SR LIEN   2013-07-22 2018-06-25
CAPITAL GAINS 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 62   62 0
b 124   114 10
c 50   42 8
d 81   49 32
e 262   186 76
403   405 -2
413   343 70
474   367 107
544   406 138
806   595 211
2,147   1,227 920
3,699   2,547 1,152
187   130 57
187   153 34
249   234 15
435   371 64
560   447 113
3,297   2,285 1,012
5,164   3,481 1,683
33   33 0
33   30 3
33   33 0
33   33 0
66   46 20
66   58 8
66   53 13
66   52 14
165   160 5
231   181 50
264   266 -2
364   389 -25
397   351 46
595   548 47
2,737   2,635 102
515   259 256
573   327 246
1,489   851 638
419   239 180
628   346 282
628   351 277
838   322 516
2,094   753 1,341
50   30 20
250   179 71
351   224 127
351   259 92
451   251 200
601   443 158
701   488 213
1,002   725 277
1,052   701 351
2,103   1,148 955
35   27 8
245   175 70
245   178 67
315   219 96
491   402 89
526   396 130
701   445 256
806   590 216
6,237   3,825 2,412
6,973   5,090 1,883
302   213 89
302   230 72
378   205 173
416   279 137
491   369 122
567   410 157
718   573 145
982   535 447
2,758   2,151 607
3,136   2,197 939
153   153 0
534   537 -3
185   105 80
369   217 152
431   232 199
492   250 242
492   226 266
554   265 289
554   269 285
677   310 367
677   383 294
800   451 349
862   536 326
923   423 500
1,108   566 542
1,539   884 655
3,263   1,702 1,561
81   66 15
162   135 27
162   159 3
323   257 66
323   315 8
323   316 7
323   321 2
404   318 86
484   452 32
565   540 25
646   438 208
807   793 14
1,050   719 331
1,211   854 357
1,373   903 470
178   146 32
267   249 18
320   272 48
338   266 72
356   358 -2
587   519 68
783   543 240
1,014   911 103
236   64 172
471   141 330
648   291 357
765   218 547
1,001   275 726
2,120   577 1,543
178   111 67
210   140 70
339   235 104
404   268 136
1,518   1,145 373
439   234 205
494   249 245
494   196 298
549   239 310
604   245 359
604   226 378
604   253 351
769   295 474
1,208   548 660
1,318   676 642
1,372   605 767
361   216 145
482   321 161
843   298 545
963   370 593
963   373 590
1,084   381 703
1,325   429 896
1,565   508 1,057
1,806   576 1,230
9,874   3,280 6,594
156   128 28
173   145 28
173   133 40
190   159 31
190   158 32
242   194 48
259   220 39
259   222 37
259   211 48
294   222 72
294   272 22
311   244 67
311   250 61
329   288 41
329   250 79
329   251 78
329   247 82
329   265 64
346   295 51
346   236 110
363   297 66
380   315 65
380   319 61
450   374 76
467   405 62
467   353 114
865   634 231
57   51 6
114   86 28
172   127 45
172   143 29
172   134 38
401   407 -6
401   307 94
630   280 350
687   558 129
687   400 287
687   678 9
916   778 138
916   494 422
2,232   1,628 604
4,979   4,940 39
203   149 54
261   238 23
290   291 -1
319   320 -1
348   334 14
435   446 -11
522   487 35
725   455 270
1,161   901 260
2,350   1,733 617
218   215 3
218   218 0
363   210 153
508   493 15
581   321 260
726   482 244
799   338 461
871   628 243
1,016   701 315
1,452   1,004 448
4,356   2,571 1,785
401   259 142
462   444 18
616   287 329
2,804   2,274 530
309   240 69
1,184   1,059 125
381   312 69
610   515 95
3,430   2,009 1,421
715   290 425
1,191   367 824
1,382   466 916
1,763   592 1,171
4,050   1,512 2,538
117   26 91
1,533   307 1,226
7,074   1,308 5,766
76   47 29
151   99 52
227   181 46
303   192 111
303   241 62
303   265 38
303   230 73
378   251 127
378   235 143
378   234 144
454   286 168
454   279 175
454   302 152
530   343 187
605   396 209
605   543 62
756   590 166
832   644 188
832   770 62
832   541 291
1,065   603 462
1,198   617 581
1,198   556 642
149   147 2
166   154 12
193   188 5
2,637   1,845 792
172   102 70
206   165 41
240   142 98
275   168 107
309   225 84
309   207 102
344   217 127
344   265 79
412   299 113
447   321 126
515   322 193
618   356 262
653   379 274
653   411 242
1,305   1,220 85
      0
154   148 6
257   214 43
360   363 -3
565   527 38
617   464 153
668   545 123
873   425 448
925   404 521
925   482 443
1,079   547 532
1,130   447 683
1,233   527 706
1,387   1,336 51
1,798   1,080 718
1,901   1,010 891
2,569   980 1,589
6,627   2,297 4,330
369   248 121
369   242 127
443   419 24
443   279 164
517   338 179
665   419 246
739   488 251
1,404   921 483
4,434   2,888 1,546
855   828 27
263   207 56
322   250 72
322   261 61
381   350 31
381   320 61
468   368 100
3,776   2,836 940
208   208 0
277   187 90
346   184 162
346   243 103
692   488 204
761   639 122
969   756 213
969   652 317
1,453   983 470
431   244 187
647   459 188
647   460 187
647   460 187
862   619 243
1,725   1,160 565
5,174   2,320 2,854
362   271 91
362   275 87
362   335 27
388   302 86
414   292 122
491   381 110
491   409 82
543   367 176
621   522 99
314   164 150
409   197 212
409   206 203
423   229 194
450   243 207
450   236 214
478   243 235
505   220 285
546   269 277
601   317 284
628   284 344
642   295 347
778   414 364
860   416 444
1,520   1,099 421
12,514   4,794 7,720
241   217 24
241   220 21
321   273 48
321   278 43
401   342 59
401   360 41
401   376 25
722   637 85
803   704 99
883   753 130
1,044   940 104
1,605   1,437 168
26   13 13
132   51 81
146   54 92
252   141 111
371   138 233
463   179 284
556   408 148
847   281 566
4,065   1,756 2,309
11,914   5,779 6,135
13,947   6,839 7,108
32,531   15,635 16,896
10,804   5,990 4,814
17,090   9,474 7,616
5,282   2,052 3,230
9,243   3,538 5,705
15,109   8,184 6,925
22,705   12,529 10,176
23,347   13,470 9,877
33,428   17,820 15,608
15,136   8,005 7,131
1,363   832 531
13,290   5,968 7,322
11,946   7,942 4,004
41,285   23,797 17,488
5,448   2,309 3,139
2,447   1,473 974
6,099   2,754 3,345
3,612   1,536 2,076
1,620   959 661
16,747   9,991 6,756
10,646   5,621 5,025
13,189   8,309 4,880
4,831   2,424 2,407
15     15
348   329 19
749   516 233
1,273   1,454 -181
2,309   2,251 58
1,981   1,597 384
288   312 -24
848   628 220
360   307 53
1,265   1,203 62
2,752   2,592 160
1,371   1,676 -305
3,009   3,304 -295
1,101   1,782 -681
1,651   2,239 -588
4,418   1,463 2,955
609   589 20
1,741   1,447 294
1,414   1,174 240
175   117 58
877   742 135
1,755   1,456 299
1,273   1,354 -81
2,398   2,524 -126
3,434   4,005 -571
5,214   3,374 1,840
1,069   1,139 -70
1,311   723 588
1,465   773 692
2,160   1,128 1,032
368   246 122
987   1,020 -33
1,634   1,486 148
290   324 -34
314   384 -70
966   1,144 -178
2,646   1,323 1,323
254   205 49
1,896   1,802 94
2,218   1,922 296
301   405 -104
678   919 -241
828   1,004 -176
717   350 367
1,309   639 670
375   276 99
1,748   1,389 359
94   63 31
111   120 -9
324   312 12
666   723 -57
914   1,060 -146
399   463 -64
631   895 -264
665   867 -202
764   1,143 -379
764   943 -179
1,296   1,587 -291
199   197 2
994   789 205
649   649 0
1,710   1,541 169
288   356 -68
1,152   1,134 18
511   743 -232
511   879 -368
587   1,007 -420
625   973 -348
758   1,335 -577
1,923   1,663 260
957   921 36
2,014   1,697 317
3,731   2,201 1,530
378   771 -393
482   853 -371
550   838 -288
860   1,558 -698
894   1,441 -547
437   873 -436
439   856 -417
604   873 -269
608   696 -88
1,382   2,788 -1,406
242   292 -50
292   260 32
723   942 -219
1,086   868 218
206   270 -64
80   105 -25
796   935 -139
506   994 -488
173   344 -171
302   617 -315
399   837 -438
161   325 -164
161   210 -49
886   1,115 -229
35   23 12
278   170 108
313   257 56
451   309 142
677   470 207
695   347 348
39   28 11
1,145   672 473
1,430   689 741
30   134 -104
75   321 -246
83   357 -274
181   325 -144
287   524 -237
347   610 -263
30   42 -12
224   300 -76
210   86 124
631   257 374
195   260 -65
525   688 -163
455   188 267
911   482 429
392   325 67
857   720 137
116   148 -32
1,457   1,237 220
423   559 -136
430   431 -1
62   43 19
508   306 202
293   203 90
800   781 19
114   80 34
575   496 79
296   339 -43
383   494 -111
528   713 -185
280   447 -167
326   446 -120
643   406 237
154   150 4
501   372 129
941   603 338
110   101 9
331   302 29
331   308 23
551   505 46
231   152 79
289   180 109
405   266 139
59   85 -26
117   165 -48
222   307 -85
293   419 -126
7   8 -1
102   134 -32
533   548 -15
1,153   1,414 -261
398   256 142
202   205 -3
202   208 -6
252   259 -7
908   923 -15
80   95 -15
819   682 137
978   893 85
108   113 -5
394   415 -21
394   343 51
1,040   999 41
1,327   1,251 76
21   16 5
113   78 35
788   548 240
63   49 14
1,117   540 577
367   490 -123
381   459 -78
463   472 -9
1,067   674 393
106   81 25
952   528 424
21   17 4
189   147 42
228   126 102
704   474 230
1,306   847 459
398   241 157
110   80 30
219   158 61
657   478 179
170   234 -64
170   238 -68
288   352 -64
95   152 -57
201   328 -127
233   406 -173
217   107 110
371   179 192
196   121 75
442   271 171
1,048   705 343
87   73 14
163   123 40
1,120   843 277
116   100 16
501   449 52
1,002   883 119
42   40 2
125   121 4
334   324 10
711   634 77
56   97 -41
81   107 -26
257   445 -188
260   399 -139
338   332 6
831   1,303 -472
205   204 1
465   564 -99
1,145   1,414 -269
1,320   1,589 -269
1,197   537 660
738   308 430
703   310 393
23   24 -1
45   69 -24
236   369 -133
360   441 -81
360   378 -18
551   528 23
39   44 -5
388   396 -8
388   396 -8
427   417 10
504   485 19
532   410 122
69   70 -1
139   142 -3
347   359 -12
129   156 -27
344   458 -114
329   235 94
853   894 -41
648   650 -2
83   76 7
765   729 36
1,312   878 434
399   281 118
493   304 189
1,344   1,056 288
31   27 4
535   358 177
355   194 161
552   436 116
883   720 163
111   260 -149
330   775 -445
745   1,745 -1,000
45   98 -53
137   315 -178
559   1,291 -732
766   734 32
88   81 7
795   770 25
665   633 32
106   435 -329
1     1
573   729 -156
138   126 12
1,391   1,259 132
1,799   1,185 614
1,123   1,032 91
1,327   1,226 101
721   702 19
2,495   2,317 178
840   822 18
1,050   1,268 -218
2,201   2,389 -188
1,638   1,694 -56
1,316   889 427
908   741 167
1,839   1,495 344
2,487   2,503 -16
2,464   2,775 -311
3,399   2,580 819
2,386   2,340 46
1,180   778 402
1,888   1,289 599
708   669 39
2,155   1,792 363
1,972   1,947 25
1,223   1,223 0
1,424   1,321 103
1,476   1,575 -99
1,099   1,182 -83
1,114   891 223
838   563 275
1,331   882 449
1,179   1,152 27
1,910   1,920 -10
130   128 2
1,950   2,395 -445
1,775   2,596 -821
1,858   2,775 -917
837   1,253 -416
1,135   1,576 -441
4,344   3,875 469
73   63 10
207   199 8
109   106 3
114   115 -1
121   131 -10
1,412   1,857 -445
1,242   1,688 -446
740   987 -247
925   1,177 -252
1,665   1,975 -310
1,009   996 13
834   754 80
401   432 -31
1,946   2,074 -128
908   780 128
391   315 76
1,143   772 371
941   796 145
234   230 4
489   470 19
752   990 -238
752   738 14
630   722 -92
924   745 179
409   423 -14
519   502 17
690   687 3
759   747 12
405   394 11
653   684 -31
456   405 51
543   670 -127
543   683 -140
1,186   1,448 -262
97   120 -23
97   115 -18
535   671 -136
1,594   1,900 -306
817   817 0
2,451   2,452 -1
159   183 -24
1,401   1,590 -189
1,628   1,816 -188
1,011   1,143 -132
2,603   2,805 -202
190   88 102
633   408 225
760   353 407
1,851   1,225 626
1,402   1,031 371
1,606   504 1,102
2,373   1,246 1,127
624   579 45
1,802   1,201 601
1,822   1,201 621
2,875   896 1,979
829   555 274
3,316   2,257 1,059
2,891   2,869 22
6,637   6,607 30
1,948   1,127 821
1,507   1,109 398
1,895   1,360 535
1,973   2,029 -56
2,104   537 1,567
2,215   548 1,667
991   1,916 -925
1,487   2,317 -830
1,096   664 432
3,288   1,819 1,469
760   730 30
922   772 150
156   132 24
1,400   504 896
2,089   1,269 820
113   161 -48
1,814   2,563 -749
2,270   1,017 1,253
4,016   2,160 1,856
3,728   1,284 2,444
4,403   3,162 1,241
1,649   487 1,162
1,256   987 269
89   49 40
2,011   1,127 884
1,167   1,089 78
2,144   1,795 349
1,604   1,036 568
1,995   1,544 451
2,046   1,956 90
2,714   2,128 586
1,498   428 1,070
996   608 388
1,394   829 565
2,377   941 1,436
2,084   1,798 286
2,575   3,124 -549
2,232   1,963 269
822   1,261 -439
1,138   1,393 -255
1,056   1,228 -172
2,823   1,284 1,539
754   356 398
1,507   708 799
3,676   546 3,130
943   283 660
1,247   367 880
1,025   311 714
284   192 92
759   226 533
796   576 220
1,854   1,103 751
2,053   1,212 841
1,408   1,344 64
1,867   1,795 72
2,326   2,490 -164
339   200 139
1,442   854 588
1,425   882 543
583   352 231
1,709   1,077 632
1,709   1,431 278
1,306   1,231 75
724   724 0
524   162 362
1,149   718 431
110   98 12
150   94 56
524   162 362
88   81 7
97   73 24
71   41 30
230   178 52
95   52 43
53   51 2
200   80 120
1,476   487 989
2,004   650 1,354
3,219   419 2,800
1,133   146 987
1,828   1,233 595
766   1,030 -264
2,347   1,435 912
490   443 47
598   529 69
490   282 208
322   400 -78
516   691 -175
2,844   1,017 1,827
951   481 470
1,398   1,031 367
685   802 -117
1,859   351 1,508
418   329 89
325   282 43
560   761 -201
498   357 141
759   541 218
722   652 70
869   587 282
636   156 480
496   563 -67
887   527 360
208   70 138
728   242 486
310   234 76
464   348 116
773   924 -151
193   178 15
386   347 39
195   189 6
682   659 23
296   262 34
642   559 83
1,030   1,261 -231
1,041   519 522
78   77 1
310   275 35
1,273   482 791
729   305 424
1,049   127 922
446   382 64
77   73 4
1,649   1,467 182
851   826 25
752   728 24
722   413 309
1,444   642 802
1,801   803 998
2,694   3,741 -1,047
164   221 -57
263   311 -48
1,313   1,762 -449
1,760   2,051 -291
900   942 -42
2,353   2,043 310
2,584   2,176 408
153   64 89
771   194 577
1,698   661 1,037
616   258 358
616   258 358
770   322 448
4,058   1,159 2,899
2,283   493 1,790
554   124 430
2,973   575 2,398
463   247 216
2,115   1,157 958
6,391   1,752 4,639
443   637 -194
1,706   464 1,242
1,568   249 1,319
2,465   407 2,058
95   22 73
795   178 617
795   192 603
1,844   259 1,585
973   506 467
2,627   631 1,996
769   155 614
1,599   222 1,377
562   576 -14
577   594 -17
600   617 -17
602   619 -17
616   632 -16
616   630 -14
625   640 -15
628   646 -18
634   639 -5
655   670 -15
655   666 -11
659   674 -15
11   13 -2
178   197 -19
178   197 -19
256   282 -26
282   282 0
297   328 -31
297   333 -36
301   346 -45
301   327 -26
301   331 -30
304   344 -40
307   345 -38
312   344 -32
313   349 -36
315   353 -38
317   358 -41
329   373 -44
329   370 -41
332   375 -43
334   361 -27
334   381 -47
336   370 -34
338   369 -31
338   371 -33
340   381 -41
342   377 -35
345   381 -36
349   386 -37
349   394 -45
351   393 -42
355   395 -40
369   402 -33
382   419 -37
385   357 28
436   483 -47
474   489 -15
563   591 -28
568   592 -24
582   613 -31
582   613 -31
585   580 5
589   606 -17
592   592 0
595   603 -8
595   569 26
603   624 -21
604   595 9
606   620 -14
607   551 56
616   616 0
623   598 25
625   611 14
626   604 22
629   607 22
633   595 38
638   634 4
645   659 -14
651   625 26
655   656 -1
674   677 -3
682   616 66
716   663 53
955   965 -10
1,281   1,411 -130
2,031   2,052 -21
38,470   40,000 -1,530
56,170   60,000 -3,830
50,000   49,899 101
50,000   50,000 0
50,000   49,892 108
50,000   50,000 0
50,000   49,985 15
1,852     1,852
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       0
b       10
c       8
d       32
e       76
      -2
      70
      107
      138
      211
      920
      1,152
      57
      34
      15
      64
      113
      1,012
      1,683
      0
      3
      0
      0
      20
      8
      13
      14
      5
      50
      -2
      -25
      46
      47
      102
      256
      246
      638
      180
      282
      277
      516
      1,341
      20
      71
      127
      92
      200
      158
      213
      277
      351
      955
      8
      70
      67
      96
      89
      130
      256
      216
      2,412
      1,883
      89
      72
      173
      137
      122
      157
      145
      447
      607
      939
      0
      -3
      80
      152
      199
      242
      266
      289
      285
      367
      294
      349
      326
      500
      542
      655
      1,561
      15
      27
      3
      66
      8
      7
      2
      86
      32
      25
      208
      14
      331
      357
      470
      32
      18
      48
      72
      -2
      68
      240
      103
      172
      330
      357
      547
      726
      1,543
      67
      70
      104
      136
      373
      205
      245
      298
      310
      359
      378
      351
      474
      660
      642
      767
      145
      161
      545
      593
      590
      703
      896
      1,057
      1,230
      6,594
      28
      28
      40
      31
      32
      48
      39
      37
      48
      72
      22
      67
      61
      41
      79
      78
      82
      64
      51
      110
      66
      65
      61
      76
      62
      114
      231
      6
      28
      45
      29
      38
      -6
      94
      350
      129
      287
      9
      138
      422
      604
      39
      54
      23
      -1
      -1
      14
      -11
      35
      270
      260
      617
      3
      0
      153
      15
      260
      244
      461
      243
      315
      448
      1,785
      142
      18
      329
      530
      69
      125
      69
      95
      1,421
      425
      824
      916
      1,171
      2,538
      91
      1,226
      5,766
      29
      52
      46
      111
      62
      38
      73
      127
      143
      144
      168
      175
      152
      187
      209
      62
      166
      188
      62
      291
      462
      581
      642
      2
      12
      5
      792
      70
      41
      98
      107
      84
      102
      127
      79
      113
      126
      193
      262
      274
      242
      85
      0
      6
      43
      -3
      38
      153
      123
      448
      521
      443
      532
      683
      706
      51
      718
      891
      1,589
      4,330
      121
      127
      24
      164
      179
      246
      251
      483
      1,546
      27
      56
      72
      61
      31
      61
      100
      940
      0
      90
      162
      103
      204
      122
      213
      317
      470
      187
      188
      187
      187
      243
      565
      2,854
      91
      87
      27
      86
      122
      110
      82
      176
      99
      150
      212
      203
      194
      207
      214
      235
      285
      277
      284
      344
      347
      364
      444
      421
      7,720
      24
      21
      48
      43
      59
      41
      25
      85
      99
      130
      104
      168
      13
      81
      92
      111
      233
      284
      148
      566
      2,309
      6,135
      7,108
      16,896
      4,814
      7,616
      3,230
      5,705
      6,925
      10,176
      9,877
      15,608
      7,131
      531
      7,322
      4,004
      17,488
      3,139
      974
      3,345
      2,076
      661
      6,756
      5,025
      4,880
      2,407
      15
      19
      233
      -181
      58
      384
      -24
      220
      53
      62
      160
      -305
      -295
      -681
      -588
      2,955
      20
      294
      240
      58
      135
      299
      -81
      -126
      -571
      1,840
      -70
      588
      692
      1,032
      122
      -33
      148
      -34
      -70
      -178
      1,323
      49
      94
      296
      -104
      -241
      -176
      367
      670
      99
      359
      31
      -9
      12
      -57
      -146
      -64
      -264
      -202
      -379
      -179
      -291
      2
      205
      0
      169
      -68
      18
      -232
      -368
      -420
      -348
      -577
      260
      36
      317
      1,530
      -393
      -371
      -288
      -698
      -547
      -436
      -417
      -269
      -88
      -1,406
      -50
      32
      -219
      218
      -64
      -25
      -139
      -488
      -171
      -315
      -438
      -164
      -49
      -229
      12
      108
      56
      142
      207
      348
      11
      473
      741
      -104
      -246
      -274
      -144
      -237
      -263
      -12
      -76
      124
      374
      -65
      -163
      267
      429
      67
      137
      -32
      220
      -136
      -1
      19
      202
      90
      19
      34
      79
      -43
      -111
      -185
      -167
      -120
      237
      4
      129
      338
      9
      29
      23
      46
      79
      109
      139
      -26
      -48
      -85
      -126
      -1
      -32
      -15
      -261
      142
      -3
      -6
      -7
      -15
      -15
      137
      85
      -5
      -21
      51
      41
      76
      5
      35
      240
      14
      577
      -123
      -78
      -9
      393
      25
      424
      4
      42
      102
      230
      459
      157
      30
      61
      179
      -64
      -68
      -64
      -57
      -127
      -173
      110
      192
      75
      171
      343
      14
      40
      277
      16
      52
      119
      2
      4
      10
      77
      -41
      -26
      -188
      -139
      6
      -472
      1
      -99
      -269
      -269
      660
      430
      393
      -1
      -24
      -133
      -81
      -18
      23
      -5
      -8
      -8
      10
      19
      122
      -1
      -3
      -12
      -27
      -114
      94
      -41
      -2
      7
      36
      434
      118
      189
      288
      4
      177
      161
      116
      163
      -149
      -445
      -1,000
      -53
      -178
      -732
      32
      7
      25
      32
      -329
      1
      -156
      12
      132
      614
      91
      101
      19
      178
      18
      -218
      -188
      -56
      427
      167
      344
      -16
      -311
      819
      46
      402
      599
      39
      363
      25
      0
      103
      -99
      -83
      223
      275
      449
      27
      -10
      2
      -445
      -821
      -917
      -416
      -441
      469
      10
      8
      3
      -1
      -10
      -445
      -446
      -247
      -252
      -310
      13
      80
      -31
      -128
      128
      76
      371
      145
      4
      19
      -238
      14
      -92
      179
      -14
      17
      3
      12
      11
      -31
      51
      -127
      -140
      -262
      -23
      -18
      -136
      -306
      0
      -1
      -24
      -189
      -188
      -132
      -202
      102
      225
      407
      626
      371
      1,102
      1,127
      45
      601
      621
      1,979
      274
      1,059
      22
      30
      821
      398
      535
      -56
      1,567
      1,667
      -925
      -830
      432
      1,469
      30
      150
      24
      896
      820
      -48
      -749
      1,253
      1,856
      2,444
      1,241
      1,162
      269
      40
      884
      78
      349
      568
      451
      90
      586
      1,070
      388
      565
      1,436
      286
      -549
      269
      -439
      -255
      -172
      1,539
      398
      799
      3,130
      660
      880
      714
      92
      533
      220
      751
      841
      64
      72
      -164
      139
      588
      543
      231
      632
      278
      75
      0
      362
      431
      12
      56
      362
      7
      24
      30
      52
      43
      2
      120
      989
      1,354
      2,800
      987
      595
      -264
      912
      47
      69
      208
      -78
      -175
      1,827
      470
      367
      -117
      1,508
      89
      43
      -201
      141
      218
      70
      282
      480
      -67
      360
      138
      486
      76
      116
      -151
      15
      39
      6
      23
      34
      83
      -231
      522
      1
      35
      791
      424
      922
      64
      4
      182
      25
      24
      309
      802
      998
      -1,047
      -57
      -48
      -449
      -291
      -42
      310
      408
      89
      577
      1,037
      358
      358
      448
      2,899
      1,790
      430
      2,398
      216
      958
      4,639
      -194
      1,242
      1,319
      2,058
      73
      617
      603
      1,585
      467
      1,996
      614
      1,377
      -14
      -17
      -17
      -17
      -16
      -14
      -15
      -18
      -5
      -15
      -11
      -15
      -2
      -19
      -19
      -26
      0
      -31
      -36
      -45
      -26
      -30
      -40
      -38
      -32
      -36
      -38
      -41
      -44
      -41
      -43
      -27
      -47
      -34
      -31
      -33
      -41
      -35
      -36
      -37
      -45
      -42
      -40
      -33
      -37
      28
      -47
      -15
      -28
      -24
      -31
      -31
      5
      -17
      0
      -8
      26
      -21
      9
      -14
      56
      0
      25
      14
      22
      22
      38
      4
      -14
      26
      -1
      -3
      66
      53
      -10
      -130
      -21
      -1,530
      -3,830
      101
      0
      108
      0
      15
      1,852
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 2 370,450
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 634,036 4,327,491 0.146514
2016 841,857 3,896,362 0.216062
2015 404,721 4,262,416 0.094951
2014 444,684 3,743,682 0.118783
2013 420,067 3,587,216 0.117101
2
Total of line 1, column (d) .....................
2
0.693411
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.138682
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,347,005
5
Multiply line 4 by line 3......................
5
602,851
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,533
7
Add lines 5 and 6........................
7
607,384
8
Enter qualifying distributions from Part XII, line 4,.............
8
510,323
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 9,067
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 9,067
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 9,067
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,200
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,200
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.......Bullet 9 3,867
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-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 Instructions
for 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletREDLUM FAMILY OFFICE Telephone no.bullet (616) 262-2938

    Located atbulletPO BOX 451ZEELANDMI ZIP+4bullet49464
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 bullet  
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    c
    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 2018?.............
    1c
     
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    JEFFREY MULDER TRUSTEE
    0.50
    0 0 0
    PO BOX 451
    ZEELAND,MI49464
    JERI MULDER TRUSTEE
    0.50
    0 0 0
    PO BOX 451
    ZEELAND,MI49464
    JENNIFER MESLER TRUSTEE
    0.50
    0 0 0
    PO BOX 451
    ZEELAND,MI49464
    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...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    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.............bullet0
    Part IX-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 IX-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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    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
    4,103,041
    b
    Average of monthly cash balances.......................
    1b
    310,162
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,413,203
    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
    4,413,203
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    66,198
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,347,005
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    217,350
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    217,350
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    9,067
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,067
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    208,283
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    208,283
    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 XIII, line 1 ...
    7
    208,283
    Part XII
    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
    510,323
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    510,323
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    510,323
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 208,283
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 246,784
    b From 2014...... 266,949
    c From 2015...... 202,714
    d From 2016...... 652,179
    e From 2017...... 427,549
    fTotal of lines 3a through e........ 1,796,175
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 510,323
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 208,283
    e Remaining amount distributed out of corpus 302,040
    5 Excess distributions carryover applied to 2018. 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 2,098,215
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...
    246,784
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    1,851,431
    10 Analysis of line 9:
    a Excess from 2014.... 266,949
    b Excess from 2015.... 202,714
    c Excess from 2016.... 652,179
    d Excess from 2017.... 427,549
    e Excess from 2018.... 302,040
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2018, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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).)
    JEFFREY MULDER
    JERI MULDER
    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 bullet
    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 (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    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
    BEST FREINDS ANIMAL SOCIETY
    5001 ANGEL CANYON ROAD
    KANAB,UT84741
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 5,000
    CHILDREN'S HOPE CHEST
    PO BOX 63842
    COLORADO SPRINGS,CO80962
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 5,400
    DALLAS PETS ALIVE
    11700 PRESTON RD STE 660
    DALLAS,TX75230
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 1,000
    FAMILY PROMISE OF GRAND RAPIDS
    906 S DIVISION AVE STE 205
    GRAND RAPIDS,MI49507
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 25,000
    GENEVA CAMP & RETREAT CENTER
    3995 LAKESHORE DR N
    HOLLAND,MI49424
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 10,000
    GRAND RAPIDS COMMUNITY FOUNDATION
    185 OAKES ST SW
    GRAND RAPIDS,MI49503
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 50,000
    JDRF
    26 BROADWAY 14TH FLOOR
    NEW YORK,NY10004
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 400
    KIDS FOOD BASKET
    2055 OAK INDUSTRIAL DR NE STE C
    GRAND RAPIDS,MI49505
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 5,000
    LIVESTRONG FOUNDATION
    2201 E SIXTH STREET
    AUSTIN,TX78702
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 304,217
    OAISD
    13565 PORT SHELDON ST
    HOLLAND,MI49424
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 25,000
    PELOTONIA
    351 W NATIONWIDE BLDV
    COLUMBUS,OH43215
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 167
    SPECIAL OLYMPICS
    CENTRAL MICHIGAN UNIVERSITY
    MOUNT PLEASANT,MI48859
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 15,000
    THE LAST MILE
    717 MARKET ST STE 100
    SAN FRANCISCO,CA94103
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 1,000
    CANCER FOR COLLEGE
    28465 OLD TOWN FRONT ST STE 315
    TEMECULA,CA92590
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 5,000
    CHILDREN'S CANCER ASSOCIATION
    1200 NW NAITO PARKWAY STE 140
    PORTLAND,OR97209
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 2,000
    DA BLODGETT - ST JOHNS HOME
    2355 KNAPP ST NE
    GRAND RAPIDS,MI49505
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 25,000
    DKMS
    100 BROADWAY 6TH FLOOR
    NEW YORK,NY10005
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 10,000
    OTTAWA COUNTY
    12220 FILLMORE STREET
    WEST OLIVE,MI49460
    NONE GOVERNMENTAL LAKESHORE DRIVE BIKE PATH 3,000
    SALVATION ARMY
    111 SPRUCE AVE
    HOLLAND,MI49423
    NONE 501(C)(3) UNRESTRICTED GRANT TO GENERAL FUND 311
    Total .................................bullet 3a 492,495
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-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 ...........
        14 33,259  
    4 Dividends and interest from securities....     14 69,298  
    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 ............
        18 370,450  
    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).. 0 473,007 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    473,007
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE SHINE FOUNDATION
     
    Employer identification number

    20-5940421
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE SHINE FOUNDATION
     
    Employer identification number
    20-5940421
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    JEFFREY MULDER
     
    PO BOX 451
     
    ZEELAND, MI49464

    $ 24,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    JEFFREY MULDER
     
    PO BOX 451
     
    ZEELAND, MI49464

    $ 190,278


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    JEFFREY MULDER
     
    PO BOX 451
     
    ZEELAND, MI49464

    $ 183,226


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE SHINE FOUNDATION
     
    Employer identification number

    20-5940421
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    MARKETABLE SECURITIES $ 311,092 2018-10-18
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    MARKETABLE SECURITIES $ 342,560 2018-12-18
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE SHINE FOUNDATION
     
    Employer identification number

    20-5940421
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE SHINE FOUNDATION
    EIN:
    20-5940421
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 3,800 1,900   1,900

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE SHINE FOUNDATION
    EIN:
    20-5940421
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GOLDMAN SACHS (569) AT COST 96,435 79,058
    GOLDMAN SACHS (190) AT COST 278,668 309,088
    GOLDMAN SACHS (196) AT COST 424,670 426,235
    GOLDMAN SACHS (068) AT COST 1,350,311 1,339,133
    GOLDMAN SACHS (189) AT COST 254,462 255,647
    GOLDMAN SACHS (919) AT COST 255,963 277,290
    GOLDMAN SACHS (762) AT COST 932,062 1,134,870

    TY 2018 OtherDecreasesSchedule
    Name:
    THE SHINE FOUNDATION
    EIN:
    20-5940421
    Description Amount
    BOOK/TAX DIFFERENCES 19,842


    TY 2018 OtherExpensesSchedule
    Name:
    THE SHINE FOUNDATION
    EIN:
    20-5940421
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MICHIGAN FILING FEES 20 0   20


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE SHINE FOUNDATION
    EIN:
    20-5940421
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING & ADMINISTRATION FEES 12,480 6,240   6,240
    CUSTODIAL AND INV. MGMT. FEES 19,337 9,669   9,668


    TY 2018 TaxesSchedule
    Name:
    THE SHINE FOUNDATION
    EIN:
    20-5940421
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,855 1,855   0