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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
CLAYTON BAKER TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)1600 W 41ST STREET SUITE 700
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21211
A Employer identification number

52-6054237
B Telephone number (see instructions)

(410) 837-3555
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$39,856,360
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 896,472 893,846  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,431,801
b Gross sales price for all assets on line 6a 7,235,792
7 Capital gain net income (from Part IV, line 2)... 1,431,801
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 298,881 257,189  
12 Total. Add lines 1 through 11........ 2,627,154 2,582,836  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 13,250 0 0 13,250
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 199,219 199,219   0
17 Interest............... 3,018 3,018   0
18 Taxes (attach schedule) (see instructions)... 89,528 6,528   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,360 0 0 10,360
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 24,843 951   17,517
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 340,218 209,716 0 41,127
25 Contributions, gifts, grants paid....... 1,819,760 1,819,760
26 Total expenses and disbursements. Add lines 24 and 25 2,159,978 209,716 0 1,860,887
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 467,176
b Net investment income (if negative, enter -0-) 2,373,120
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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......... 1,236,107 2,433,484 2,433,484
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 125,445    
b Investments—corporate stock (attach schedule)....... 12,525,126 Click to see attachment12,842,265 22,691,188
c Investments—corporate bonds (attach schedule)....... 12,012,985 Click to see attachment12,650,108 12,897,835
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,054,938 Click to see attachment1,537,099 1,833,853
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) 28,954,601 29,462,956 39,856,360
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
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 28,954,601 29,462,956
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 28,954,601 29,462,956
30 Total liabilities and net assets/fund balances (see instructions). 28,954,601 29,462,956
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
28,954,601
2
Enter amount from Part I, line 27a .....................
2
467,176
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
41,179
4
Add lines 1, 2, and 3 ..........................
4
29,462,956
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,462,956
Form 990-PF (2019)
Form 990-PF (2019)
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 25. ALDER BIOPHARMACEUTICALS   2015-12-14 2019-01-02
b 170. ALDER BIOPHARMACEUTICALS   2016-05-02 2019-01-02
c 29. ALDER BIOPHARMACEUTICALS   2018-01-23 2019-01-02
d 30. COGENT COMMUNICATIONS HOLDIN   2015-07-21 2019-01-02
e 2. E S C O TECHNOLOGIES INC   2015-01-30 2019-01-02
19. PRICE SMART INC   2012-08-02 2019-01-02
6. ALBANY INTL CORP CL A   2013-12-17 2019-01-03
41. ALDER BIOPHARMACEUTICALS   2018-01-23 2019-01-03
81. ALDER BIOPHARMACEUTICALS   2018-01-26 2019-01-03
341. ARES CAPITAL CORP   2017-01-12 2019-01-03
7. COGENT COMMUNICATIONS HOLDIN   2015-07-21 2019-01-03
13. COSTCO WHOLESALE CORPORATION   2009-07-02 2019-01-03
98. FEDERAL SIGNAL CORP   2017-08-10 2019-01-03
5. INTUITIVE SURGICAL INC   2009-02-27 2019-01-03
12. ESTEE LAUDER COMPANIES CL A   2018-10-11 2019-01-03
6. MCGRATH RENTCORP   2014-09-09 2019-01-03
12. PRICE SMART INC   2012-06-07 2019-01-03
46. THERMO ELECTRON CORP   2017-05-12 2019-01-03
33. VISA INC CLASS A SHARES   2013-08-28 2019-01-03
27.99927 WASHINGTON FED INC COM   2018-03-13 2019-01-03
167.00073 WASHINGTON FED INC COM   2018-03-13 2019-01-03
22. ZOETIS INC   2017-05-22 2019-01-03
39. ALBANY INTL CORP CL A   2013-12-17 2019-01-04
9. ALDER BIOPHARMACEUTICALS   2018-01-26 2019-01-04
71. ALDER BIOPHARMACEUTICALS   2017-10-13 2019-01-04
31. ALDER BIOPHARMACEUTICALS   2017-10-13 2019-01-04
21. COGENT COMMUNICATIONS HOLDIN   2015-07-21 2019-01-04
13. COSTCO WHOLESALE CORPORATION   2009-07-02 2019-01-04
35. E S C O TECHNOLOGIES INC   2015-02-02 2019-01-04
30. EVERBRIDGE INC   2018-03-09 2019-01-04
81. FEDERAL SIGNAL CORP   2017-06-08 2019-01-04
3. INTUITIVE SURGICAL INC   2009-02-27 2019-01-04
10. ESTEE LAUDER COMPANIES CL A   2018-10-11 2019-01-04
65. MCGRATH RENTCORP   2014-09-10 2019-01-04
16. PRICE SMART INC   2012-07-12 2019-01-04
5. WASTE CONNECTIONS INC   2016-06-01 2019-01-04
24. ZOETIS INC   2017-05-22 2019-01-04
191. ABBVIE INC   2011-03-14 2019-01-07
88. ALDER BIOPHARMACEUTICALS   2017-10-16 2019-01-07
813. ALTABA INC   2015-09-29 2019-01-07
67. APPLE COMPUTER INC.   2018-12-14 2019-01-07
14. APPLE COMPUTER INC.   2011-06-22 2019-01-07
80. BANKUNITED INC   2017-10-31 2019-01-07
18. CARROLS RESTAURANT GROUP INC COM   2016-08-29 2019-01-07
36. CARROLS RESTAURANT GROUP INC COM   2016-08-30 2019-01-07
91. COGENT COMMUNICATIONS HOLDIN   2015-05-19 2019-01-07
7. CONNECTONE BANCORP INC   2014-07-02 2019-01-07
3. CONNECTONE BANCORP INC   2014-07-02 2019-01-07
480. EBAY INC.   2014-10-29 2019-01-07
9. E S C O TECHNOLOGIES INC   2015-07-08 2019-01-07
23. EVERBRIDGE INC   2018-04-12 2019-01-07
80. EVERBRIDGE INC   2018-04-13 2019-01-07
73. FEDERAL SIGNAL CORP   2017-06-07 2019-01-07
37. HABIT RESTAURANTS INC COM CL A   2017-08-01 2019-01-07
20. PRICE SMART INC   2012-07-12 2019-01-07
3. WASTE CONNECTIONS INC   2016-06-01 2019-01-07
74. WELBILT INC   2017-12-20 2019-01-07
442. WELBILT INC   2018-08-27 2019-01-07
15. CARROLS RESTAURANT GROUP INC COM   2016-09-01 2019-01-08
43. COGENT COMMUNICATIONS HOLDIN   2015-05-21 2019-01-08
68. CONNECTONE BANCORP INC   2014-12-30 2019-01-08
19. CONNECTONE BANCORP INC   2015-12-21 2019-01-08
33. E S C O TECHNOLOGIES INC   2015-07-08 2019-01-08
1. EVERBRIDGE INC   2018-04-13 2019-01-08
24. HABIT RESTAURANTS INC COM CL A   2017-08-01 2019-01-08
4. WASTE CONNECTIONS INC   2016-06-01 2019-01-08
39. CONNECTONE BANCORP INC   2015-12-21 2019-01-09
4. E S C O TECHNOLOGIES INC   2015-02-10 2019-01-09
11. HABIT RESTAURANTS INC COM CL A   2017-08-01 2019-01-09
3. WASTE CONNECTIONS INC   2016-06-01 2019-01-09
12. E S C O TECHNOLOGIES INC   2015-02-10 2019-01-10
21. HABIT RESTAURANTS INC COM CL A   2017-08-01 2019-01-10
3. WASTE CONNECTIONS INC   2016-06-01 2019-01-10
20. CARROLS RESTAURANT GROUP INC COM   2016-09-01 2019-01-11
96. COGENT COMMUNICATIONS HOLDIN   2015-07-22 2019-01-11
8. CONNECTONE BANCORP INC   2015-12-07 2019-01-11
46. HABIT RESTAURANTS INC COM CL A   2017-08-01 2019-01-11
3. WASTE CONNECTIONS INC   2016-06-01 2019-01-11
58. CONNECTONE BANCORP INC   2014-07-02 2019-01-14
6. CONNECTONE BANCORP INC   2014-07-02 2019-01-14
19. HABIT RESTAURANTS INC COM CL A   2017-06-30 2019-01-14
3. WASTE CONNECTIONS INC   2016-06-01 2019-01-14
27. ABBVIE INC   2010-12-23 2019-01-15
52. ALTRIA GROUP INC   2011-01-19 2019-01-15
7. AMERN TOWER CORP REIT   2018-09-25 2019-01-15
17. AMERN TOWER CORP REIT   2017-10-26 2019-01-15
42. AMERIPRISE FINL INC   2015-08-24 2019-01-15
55. APPLE COMPUTER INC.   2016-02-18 2019-01-15
45. AUTOMATIC DATA PROCESSING INC.   2010-12-23 2019-01-15
186. BANK OF AMERICA CORPORATION   2017-08-03 2019-01-15
57. BEST BUY COMPANY INC   2013-02-15 2019-01-15
15. BROADCOM INC   2018-09-25 2019-01-15
22421.525 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST   2013-07-01 2019-01-15
56. CINCINNATI FINANCIAL CORP   2018-05-03 2019-01-15
71. CISCO SYSTEMS   2016-02-18 2019-01-15
102. CISCO SYSTEMS   2018-05-17 2019-01-15
32. COCA COLA CO.   2018-02-28 2019-01-15
103. COCA COLA CO.   2016-02-18 2019-01-15
98. COMCAST CORP NEW CL A   2018-12-20 2019-01-15
65. CONNECTONE BANCORP INC   2014-07-02 2019-01-15
62. DOWDUPONT INC   2018-09-13 2019-01-15
2. ERIE INDEMNITY CO   2018-03-01 2019-01-15
38. ERIE INDEMNITY CO   2012-08-31 2019-01-15
17. GENERAL DYNAMICS CORP   2018-12-14 2019-01-15
27. GILEAD SCIENCES INC.   2018-12-20 2019-01-15
46. HASBRO INC   2017-11-07 2019-01-15
117. HEALTHCARE SVCS GROUP INC   2011-01-19 2019-01-15
20. HOME DEPOT INC.   2017-07-20 2019-01-15
75. J P MORGAN CHASE & CO   2013-02-25 2019-01-15
34. JOHNSON & JOHNSON   2018-12-14 2019-01-15
6. JOHNSON & JOHNSON   2010-11-08 2019-01-15
27. LOWES COS INC   2018-05-22 2019-01-15
29. MCDONALDS CORP.   2015-07-02 2019-01-15
130. MERCK & CO. INC.   2017-07-13 2019-01-15
104. MICROSOFT CORP.   2010-11-08 2019-01-15
58. NOVARTIS AG ADR   2018-02-07 2019-01-15
28. NOVARTIS AG ADR   2017-12-27 2019-01-15
38. PHILIP MORRIS INTL   2014-02-03 2019-01-15
22. TIFFANY & CO   2018-12-20 2019-01-15
85. UNILEVER N V - NY SHARES   2012-04-12 2019-01-15
54. UNITED TECHNOLOGIES CORP.   2017-01-31 2019-01-15
26. V F CORP.   2011-01-19 2019-01-15
46. WP CAREY INC   2015-05-07 2019-01-15
26. WP CAREY INC   2018-09-25 2019-01-15
3. WASTE CONNECTIONS INC   2016-06-01 2019-01-15
113. WELLS FARGO & CO-NEW   2014-10-13 2019-01-15
134. WEYERHAEUSER CO.   2013-11-25 2019-01-15
8. WEYERHAEUSER CO.   2018-09-25 2019-01-15
39. ACCENTURE PLC CL A   2012-01-05 2019-01-15
31. LINDE PLC   2017-07-27 2019-01-15
46. MEDTRONIC PLC   2019-01-07 2019-01-15
53. EVERBRIDGE INC   2018-04-30 2019-01-16
.8 CABOT MICROELECTRONICS CORP   2018-01-15 2019-01-17
53. EVERBRIDGE INC   2018-05-01 2019-01-17
2. WASTE CONNECTIONS INC   2016-06-01 2019-01-17
69. WEST PHARMACEUTICAL SVCS INC   2018-01-10 2019-01-17
42. WEST PHARMACEUTICAL SVCS INC   2018-01-29 2019-01-17
44. COGENT COMMUNICATIONS HOLDIN   2015-06-11 2019-01-18
16. DEXCOM INC   2016-10-26 2019-01-18
78. EVERBRIDGE INC   2018-04-06 2019-01-18
4. INTUITIVE SURGICAL INC   2009-02-27 2019-01-18
2. WASTE CONNECTIONS INC   2016-06-01 2019-01-18
189. WEST PHARMACEUTICAL SVCS INC   2018-01-10 2019-01-18
69. BANKUNITED INC   2017-10-25 2019-01-22
34. BLACKBAUD INC   2018-10-11 2019-01-22
5. BLACKBAUD INC   2014-09-03 2019-01-22
5. DEXCOM INC   2016-10-26 2019-01-22
1. WASTE CONNECTIONS INC   2016-06-01 2019-01-22
14. BANKUNITED INC   2017-10-19 2019-01-23
22. BLACKBAUD INC   2014-09-22 2019-01-23
9. CARROLS RESTAURANT GROUP INC COM   2016-09-01 2019-01-23
9. BANKUNITED INC   2017-10-19 2019-01-24
46. BLACKBAUD INC   2014-09-30 2019-01-24
8. FLEETCOR TECHNOLOGIES INC   2015-09-10 2019-01-24
2. WASTE CONNECTIONS INC   2016-06-01 2019-01-24
5. BANKUNITED INC   2017-10-19 2019-01-25
16. BLACKBAUD INC   2014-09-30 2019-01-25
7. FLEETCOR TECHNOLOGIES INC   2015-09-10 2019-01-25
8. BANKUNITED INC   2017-10-19 2019-01-28
8. BLACKBAUD INC   2014-10-01 2019-01-28
2. WASTE CONNECTIONS INC   2016-06-01 2019-01-28
16. BLACKLINE INC   2018-11-19 2019-01-29
2. CTS CORP   2014-07-28 2019-01-29
43. MCGRATH RENTCORP   2014-09-12 2019-01-29
132. SIMPSON MFG CO INC   2018-01-25 2019-01-29
11414.488 VANGUARD LIMITD TERM TAX EXEMPT ADMIRAL   2015-08-18 2019-01-29
5. BANKUNITED INC   2017-10-19 2019-01-30
8. BLACKBAUD INC   2014-10-01 2019-01-30
10. BLACKLINE INC   2018-11-19 2019-01-30
135. CTS CORP   2015-03-02 2019-01-30
11. MCGRATH RENTCORP   2014-09-12 2019-01-30
55. SIMPSON MFG CO INC   2018-01-22 2019-01-30
132. CTS CORP   2015-03-02 2019-01-31
22. MCGRATH RENTCORP   2014-09-19 2019-01-31
11. BANKUNITED INC   2017-10-19 2019-02-01
18. BLACKBAUD INC   2014-10-01 2019-02-01
49. BLACKLINE INC   2018-11-19 2019-02-01
43. CTS CORP   2014-09-03 2019-02-01
11. MCGRATH RENTCORP   2017-05-15 2019-02-01
98. WEST PHARMACEUTICAL SVCS INC   2017-12-26 2019-02-01
8. BANKUNITED INC   2017-10-19 2019-02-04
11. BLACKLINE INC   2018-01-23 2019-02-04
31. BLACKLINE INC   2018-11-19 2019-02-04
24. CTS CORP   2014-09-09 2019-02-04
21. MCGRATH RENTCORP   2017-05-15 2019-02-04
114. TCF FINANCIAL CORP   2018-12-14 2019-02-04
38. WEST PHARMACEUTICAL SVCS INC   2018-01-11 2019-02-04
8. BANKUNITED INC   2017-10-16 2019-02-05
12. BLACKLINE INC   2017-11-03 2019-02-05
34. CTS CORP   2014-09-09 2019-02-05
1. ETSY INC   2018-07-11 2019-02-05
38. TCF FINANCIAL CORP   2018-12-14 2019-02-05
63. WEST PHARMACEUTICAL SVCS INC   2018-01-11 2019-02-05
18. BLACKBAUD INC   2014-10-01 2019-02-06
17. CTS CORP   2014-07-31 2019-02-06
9. TCF FINANCIAL CORP   2018-12-14 2019-02-06
10. CTS CORP   2014-07-31 2019-02-07
31. SALESFORCE COM INC   2009-02-12 2019-02-07
57. TCF FINANCIAL CORP   2019-01-03 2019-02-07
33. BLACKLINE INC   2018-01-24 2019-02-08
16. SALESFORCE COM INC   2009-02-12 2019-02-08
59. TCF FINANCIAL CORP   2019-01-03 2019-02-08
23. BLACKLINE INC   2017-12-28 2019-02-11
53. DANAHER CORP   2018-08-21 2019-02-11
15. INTUIT INC.   2018-10-09 2019-02-11
39. UNITEDHEALTH GROUP INC   2016-06-22 2019-02-11
44. BLACKLINE INC   2017-12-28 2019-02-12
7. CARROLS RESTAURANT GROUP INC COM   2016-09-01 2019-02-12
30. COGENT COMMUNICATIONS HOLDIN   2015-05-07 2019-02-12
39. WELBILT INC   2018-08-27 2019-02-12
154. WELBILT INC   2018-08-27 2019-02-12
20. BLACKLINE INC   2017-12-28 2019-02-13
6. CARROLS RESTAURANT GROUP INC COM   2016-09-01 2019-02-13
23. COGENT COMMUNICATIONS HOLDIN   2015-08-20 2019-02-13
205. WELBILT INC   2018-08-27 2019-02-13
33. BLACKLINE INC   2017-12-28 2019-02-14
6. CARROLS RESTAURANT GROUP INC COM   2016-09-01 2019-02-14
48. COGENT COMMUNICATIONS HOLDIN   2015-08-20 2019-02-14
5. COSTCO WHOLESALE CORPORATION   2009-07-02 2019-02-14
152. LOXO ONCOLOGY INC   2018-12-04 2019-02-14
173. WELBILT INC   2018-08-27 2019-02-14
115. WELBILT INC   2018-08-17 2019-02-14
6. BLACKLINE INC   2017-12-28 2019-02-15
10. CARROLS RESTAURANT GROUP INC COM   2016-09-01 2019-02-15
25. COGENT COMMUNICATIONS HOLDIN   2015-08-18 2019-02-15
5. COSTCO WHOLESALE CORPORATION   2009-07-02 2019-02-15
154. WELBILT INC   2018-08-15 2019-02-15
474. WELBILT INC   2018-08-15 2019-02-15
6. CARROLS RESTAURANT GROUP INC COM   2016-09-01 2019-02-19
70. COGENT COMMUNICATIONS HOLDIN   2015-08-18 2019-02-19
3. COSTCO WHOLESALE CORPORATION   2009-07-02 2019-02-19
28. WELBILT INC   2018-05-21 2019-02-19
58. CARROLS RESTAURANT GROUP INC COM   2016-09-01 2019-02-20
69. CARROLS RESTAURANT GROUP INC COM   2016-09-27 2019-02-20
15. COGENT COMMUNICATIONS HOLDIN   2015-08-18 2019-02-20
2. COSTCO WHOLESALE CORPORATION   2009-07-02 2019-02-20
77. WELBILT INC   2018-05-21 2019-02-20
20. WELBILT INC   2018-05-11 2019-02-20
60. CARROLS RESTAURANT GROUP INC COM   2016-09-27 2019-02-21
32. COGENT COMMUNICATIONS HOLDIN   2015-08-06 2019-02-21
2. COSTCO WHOLESALE CORPORATION   2009-07-02 2019-02-21
8. WELBILT INC   2018-05-09 2019-02-21
24. CARROLS RESTAURANT GROUP INC COM   2016-09-27 2019-02-22
37. COGENT COMMUNICATIONS HOLDIN   2015-08-06 2019-02-22
46. CORE MARK HLDG CO INC   2012-11-08 2019-02-22
44. CORE MARK HLDG CO INC   2018-12-28 2019-02-22
115. CORE MARK HLDG CO INC   2017-02-28 2019-02-22
297. ECHOSTAR CORP A   2018-01-22 2019-02-22
3. ECHOSTAR CORP A   2018-04-27 2019-02-22
8. HOWARD BANCORP INC COM   2018-01-22 2019-02-22
117. MRC GLOBAL INC   2018-07-31 2019-02-22
305. TCF FINANCIAL CORP   2019-01-03 2019-02-22
111. WELBILT INC   2018-05-09 2019-02-22
2. COGENT COMMUNICATIONS HOLDIN   2015-08-24 2019-02-25
5. COSTCO WHOLESALE CORPORATION   2009-07-02 2019-02-25
7. ECHOSTAR CORP A   2014-11-06 2019-02-25
86. ECHOSTAR CORP A   2018-07-13 2019-02-25
3. HOWARD BANCORP INC COM   2018-01-22 2019-02-25
17. INTUIT INC.   2017-05-23 2019-02-25
55. MRC GLOBAL INC   2018-07-31 2019-02-25
178. TCF FINANCIAL CORP   2018-12-17 2019-02-25
6. WELBILT INC   2018-05-09 2019-02-25
36. CORE MARK HLDG CO INC   2012-11-08 2019-02-26
46. CORE MARK HLDG CO INC   2017-06-22 2019-02-26
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154. POTLATCHDELTIC CORP   2015-04-10 2019-03-28
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105. ENVESTNET INC   2016-02-23 2019-04-05
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152. CATALENT INC   2018-11-13 2019-05-01
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28. WOODWARD INC   2015-12-18 2019-05-01
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134. COVETRUS INC NPV   2019-05-29 2019-10-30
46. COVETRUS INC NPV   2019-05-24 2019-10-30
39. COVETRUS INC NPV   2009-04-27 2019-10-30
22. COVETRUS INC NPV   2019-05-24 2019-10-30
90. COVETRUS INC NPV   2009-01-22 2019-10-30
3. EDWARDS LIFESCIENCES CORP   2017-02-03 2019-10-30
69. EDWARDS LIFESCIENCES CORP   2016-01-14 2019-10-30
10. HAMILTON LANE INC CLASS A   2018-07-11 2019-10-30
23. LORAL SPACE & COMMUNICATIONS INC   2017-01-27 2019-10-30
3. LORAL SPACE & COMMUNICATIONS INC   2017-01-27 2019-10-30
10. SALESFORCE COM INC   2009-02-12 2019-10-30
23. BIOHAVEN PHARMACEUTICAL HLDG   2019-07-08 2019-10-30
13. BIOHAVEN PHARMACEUTICAL HLDG   2019-06-26 2019-10-30
5. DESPEGAR COM CORP   2018-09-06 2019-10-30
7. ADOBE SYS INCORP   2016-04-22 2019-10-31
22. DANAHER CORP   2008-12-03 2019-10-31
4. EDWARDS LIFESCIENCES CORP   2017-02-03 2019-10-31
20. HAMILTON LANE INC CLASS A   2018-07-27 2019-10-31
15. LORAL SPACE & COMMUNICATIONS INC   2017-01-27 2019-10-31
13. SALESFORCE COM INC   2009-02-12 2019-10-31
17. VISA INC CLASS A SHARES   2013-08-28 2019-10-31
32. BIOHAVEN PHARMACEUTICAL HLDG   2019-06-26 2019-10-31
6. DESPEGAR COM CORP   2018-09-06 2019-10-31
4. EDWARDS LIFESCIENCES CORP   2017-02-03 2019-11-01
12. HAMILTON LANE INC CLASS A   2018-07-30 2019-11-01
31. LORAL SPACE & COMMUNICATIONS INC   2017-01-27 2019-11-01
6. LORAL SPACE & COMMUNICATIONS INC   2017-01-27 2019-11-01
28. BIOHAVEN PHARMACEUTICAL HLDG   2019-06-21 2019-11-01
32. DESPEGAR COM CORP   2018-09-06 2019-11-01
4. EDWARDS LIFESCIENCES CORP   2017-02-03 2019-11-04
14. FAIR ISAAC & CO INC   2013-08-30 2019-11-04
17. HAMILTON LANE INC CLASS A   2018-07-31 2019-11-04
2. LORAL SPACE & COMMUNICATIONS INC   2017-01-27 2019-11-04
67. HENRY SCHEIN INC   2009-01-22 2019-11-04
61. BIOHAVEN PHARMACEUTICAL HLDG   2019-06-24 2019-11-04
59. DESPEGAR COM CORP   2018-09-06 2019-11-04
4. EDWARDS LIFESCIENCES CORP   2017-02-03 2019-11-05
33. HAMILTON LANE INC CLASS A   2018-09-17 2019-11-05
38. LORAL SPACE & COMMUNICATIONS INC   2017-02-01 2019-11-05
3. LORAL SPACE & COMMUNICATIONS INC   2017-01-09 2019-11-05
16. BIOHAVEN PHARMACEUTICAL HLDG   2019-06-24 2019-11-05
11. BIOHAVEN PHARMACEUTICAL HLDG   2019-06-24 2019-11-05
10. DESPEGAR COM CORP   2018-09-04 2019-11-05
63. AMERIPRISE FINL INC   2015-10-09 2019-11-06
12. HAMILTON LANE INC CLASS A   2018-09-17 2019-11-06
4. LORAL SPACE & COMMUNICATIONS INC   2017-01-09 2019-11-06
2. BIOHAVEN PHARMACEUTICAL HLDG   2019-06-24 2019-11-06
33. DESPEGAR COM CORP   2018-09-04 2019-11-06
19. BIOHAVEN PHARMACEUTICAL HLDG   2019-06-24 2019-11-07
59. DESPEGAR COM CORP   2018-09-07 2019-11-07
137. DESPEGAR COM CORP   2018-10-10 2019-11-07
96.3333 DOW INC   2018-11-29 2019-11-08
157.6667 DOW INC   2018-11-02 2019-11-08
31. LORAL SPACE & COMMUNICATIONS INC   2017-02-02 2019-11-08
81. CHARLES SCHWAB CORP.   2012-12-19 2019-11-08
13. BIOHAVEN PHARMACEUTICAL HLDG   2019-06-24 2019-11-08
39. LORAL SPACE & COMMUNICATIONS INC   2017-02-02 2019-11-11
109. CHARLES SCHWAB CORP.   2012-12-19 2019-11-11
3. LORAL SPACE & COMMUNICATIONS INC   2017-01-18 2019-11-12
39. APTIV PLC   2017-11-21 2019-11-12
13. LORAL SPACE & COMMUNICATIONS INC   2017-01-18 2019-11-14
7. LORAL SPACE & COMMUNICATIONS INC   2017-01-12 2019-11-15
17. E S C O TECHNOLOGIES INC   2016-02-23 2019-11-18
4. LORAL SPACE & COMMUNICATIONS INC   2016-12-15 2019-11-18
9. E S C O TECHNOLOGIES INC   2016-02-23 2019-11-19
6. LORAL SPACE & COMMUNICATIONS INC   2016-12-15 2019-11-19
11. PAYPAL HOLDINGS INC   2016-06-30 2019-11-19
68. PAYPAL HOLDINGS INC   2016-07-05 2019-11-19
3. LORAL SPACE & COMMUNICATIONS INC   2017-01-23 2019-11-20
12. PAYPAL HOLDINGS INC   2016-07-05 2019-11-20
67. DANAHER CORP   2015-06-24 2019-11-21
2. LORAL SPACE & COMMUNICATIONS INC   2017-01-23 2019-11-21
27. METTLER-TOLEDO INTERNATIONAL   2016-01-15 2019-11-21
23. THERMO ELECTRON CORP   2014-01-08 2019-11-21
48. WEST PHARMACEUTICAL SVCS INC   2019-09-30 2019-11-21
39. METTLER-TOLEDO INTERNATIONAL   2016-01-15 2019-11-22
46. CARMAX INC   2018-02-28 2019-11-25
20. METTLER-TOLEDO INTERNATIONAL   2016-01-15 2019-11-25
14. PRIMERICA INC   2015-11-13 2019-11-25
92. CARMAX INC   2016-01-14 2019-11-26
5. LORAL SPACE & COMMUNICATIONS INC   2017-01-23 2019-11-26
54. MICROSOFT CORP.   2016-10-07 2019-11-26
54. PRIMERICA INC   2016-04-06 2019-11-26
2. LORAL SPACE & COMMUNICATIONS INC   2017-01-23 2019-11-27
17. LORAL SPACE & COMMUNICATIONS INC   2017-01-23 2019-12-03
8. LORAL SPACE & COMMUNICATIONS INC   2017-01-23 2019-12-04
4. LORAL SPACE & COMMUNICATIONS INC   2017-01-23 2019-12-05
9. LORAL SPACE & COMMUNICATIONS INC   2017-01-23 2019-12-06
31. BWX TECHNOLOGIES INC   2018-01-16 2019-12-09
11. LORAL SPACE & COMMUNICATIONS INC   2017-01-23 2019-12-09
14. BWX TECHNOLOGIES INC   2017-11-14 2019-12-10
21. BWX TECHNOLOGIES INC   2018-02-04 2019-12-10
30. DEXCOM INC   2017-07-13 2019-12-10
1. DEXCOM INC   2017-05-19 2019-12-10
33. EDWARDS LIFESCIENCES CORP   2016-12-28 2019-12-10
24. LORAL SPACE & COMMUNICATIONS INC   2017-01-23 2019-12-10
35. BWX TECHNOLOGIES INC   2017-11-20 2019-12-11
9. CALAVO GROWERS INC   2019-01-30 2019-12-11
32. HEICO CORP   2013-04-08 2019-12-11
21. LORAL SPACE & COMMUNICATIONS INC   2017-01-23 2019-12-11
37. LORAL SPACE & COMMUNICATIONS INC   2017-03-07 2019-12-11
163. WELLS FARGO & CO-NEW   2016-01-14 2019-12-11
69. ASSURANT INC   2018-01-22 2019-12-12
8. ASSURANT INC   2018-12-28 2019-12-12
4. CALAVO GROWERS INC   2019-01-30 2019-12-12
9. CALAVO GROWERS INC   2018-03-08 2019-12-12
27. LORAL SPACE & COMMUNICATIONS INC   2017-03-08 2019-12-12
23. MCGRATH RENTCORP   2014-09-18 2019-12-12
24. MURPHY USA INC W I   2015-10-14 2019-12-12
25. ASSURANT INC   2015-05-06 2019-12-13
43. MCGRATH RENTCORP   2017-05-12 2019-12-13
47. MURPHY USA INC W I   2015-10-14 2019-12-13
63. ASSURANT INC   2015-05-05 2019-12-16
14. CALAVO GROWERS INC   2018-03-08 2019-12-16
44. LORAL SPACE & COMMUNICATIONS INC   2017-05-24 2019-12-16
51. MCGRATH RENTCORP   2017-05-16 2019-12-16
4. MCGRATH RENTCORP   2014-06-24 2019-12-16
9. ADOBE SYS INCORP   2016-04-05 2019-12-17
3. ALPHABET INC CL A   2014-12-01 2019-12-17
2. AMAZON.COM INC   2014-11-18 2019-12-17
20. AMERN TOWER CORP REIT   2016-01-12 2019-12-17
19. ANALOG DEVICES INC   2019-06-27 2019-12-17
19. ASPEN TECHNOLOGY INC   2019-11-12 2019-12-17
17. AUTODESK INC   2018-11-08 2019-12-17
32. BALL CORP   2018-05-04 2019-12-17
6. BIO RAD LABORATORIES INC   2019-11-27 2019-12-17
5. CALAVO GROWERS INC   2018-06-30 2019-12-17
30. DANAHER CORP   2012-04-11 2019-12-17
15. ECOLAB INC   2016-11-15 2019-12-17
11. EDWARDS LIFESCIENCES CORP   2016-12-28 2019-12-17
31. ETSY INC   2019-07-10 2019-12-17
34. FORTIVE CORP DISC   2019-10-16 2019-12-17
10. HOME DEPOT INC.   2019-07-12 2019-12-17
9. IDEXX LABORATORIES CORP   2018-11-05 2019-12-17
8. ILLUMINA INC   2018-11-19 2019-12-17
15. INTUIT INC.   2011-11-18 2019-12-17
39. LORAL SPACE & COMMUNICATIONS INC   2017-05-17 2019-12-17
16. MARRIOTT INTERNATIONAL INC CLASS-A   2018-04-09 2019-12-17
62. MCGRATH RENTCORP   2017-05-11 2019-12-17
33. MICROSOFT CORP.   2016-10-04 2019-12-17
15. MONOLITHIC POWER SYSTEMS INC   2017-08-01 2019-12-17
16. NORDSON CORP   2019-09-11 2019-12-17
17. SALESFORCE COM INC   2019-07-12 2019-12-17
44. TJX COS INC   2019-05-08 2019-12-17
12. THERMO ELECTRON CORP   2014-01-08 2019-12-17
10. TYLER TECHNOLOGIES INC   2019-09-30 2019-12-17
34. UNILEVER N V - NY SHARES   2017-05-08 2019-12-17
3. UNITEDHEALTH GROUP INC   2016-06-22 2019-12-17
12. UNITEDHEALTH GROUP INC   2019-05-08 2019-12-17
24. VERISK ANALYTICS INC COM   2019-12-10 2019-12-17
24. VISA INC CLASS A SHARES   2013-09-25 2019-12-17
17. WEST PHARMACEUTICAL SVCS INC   2019-07-26 2019-12-17
3. MARVELL TECHNOLOGY GROUP LTD   2019-07-17 2019-12-17
83. MARVELL TECHNOLOGY GROUP LTD   2018-07-07 2019-12-17
22. APTIV PLC   2017-11-21 2019-12-17
3. CALAVO GROWERS INC   2018-06-30 2019-12-18
31. KNIGHT-SWIFT TRANSN HLDGS INC CL A   2011-05-13 2019-12-18
108. KNIGHT-SWIFT TRANSN HLDGS INC CL A   2012-05-24 2019-12-18
28. CALAVO GROWERS INC   2018-06-30 2019-12-19
127. DUPONT DE NEMOURS INC WI   2018-11-02 2019-12-19
127. DUPONT DE NEMOURS INC WI   2018-11-29 2019-12-19
31. KNIGHT-SWIFT TRANSN HLDGS INC CL A   2012-05-24 2019-12-19
166. KNIGHT-SWIFT TRANSN HLDGS INC CL A   2012-05-23 2019-12-19
98. NATIONAL BANK HOLDINGS CORP COM   2017-03-03 2019-12-19
12. AGILENT TECHNOLOGIES INC   2019-11-11 2019-12-20
16. ALIBABA GROUP HOLDING LTD A D R   2018-03-17 2019-12-20
3. ALPHABET INC CL C   2016-01-14 2019-12-20
2. ALPHABET INC CL A   2016-01-14 2019-12-20
17. AMERIPRISE FINL INC   2015-10-09 2019-12-20
9. ANTHEM INC   2019-10-30 2019-12-20
14. APPLE COMPUTER INC.   2011-06-22 2019-12-20
122. BANK OF AMERICA CORPORATION   2019-06-12 2019-12-20
21. BERKSHIRE HATHAWAY INC CL B   2016-01-14 2019-12-20
1. BOOKING HOLDINGS INC   2019-01-17 2019-12-20
6. BROADCOM INC   2019-06-14 2019-12-20
15. CANADIAN NATL RAILWAY CO   2016-01-14 2019-12-20
48. CARMAX INC   2016-01-14 2019-12-20
68. CONAGRA INC.   2017-12-04 2019-12-20
8. CROWN CASTLE INTL CORP   2016-01-14 2019-12-20
12. WALT DISNEY CO.   2016-01-14 2019-12-20
19. EDWARDS LIFESCIENCES CORP   2016-01-14 2019-12-20
21. FACEBOOK INC CLASS A   2018-07-03 2019-12-20
6. GENERAL DYNAMICS CORP   2016-06-09 2019-12-20
29. J P MORGAN CHASE & CO   2018-12-14 2019-12-20
60. KKR CO INC A   2019-12-11 2019-12-20
139. KNIGHT-SWIFT TRANSN HLDGS INC CL A   2012-06-26 2019-12-20
34. LOWES COS INC   2018-12-17 2019-12-20
1. LOWES COS INC   2019-05-29 2019-12-20
22. MASTERCARD INC   2016-01-14 2019-12-20
11. MERCK & CO. INC.   2008-10-22 2019-12-20
34. MICROSOFT CORP.   2008-10-24 2019-12-20
189. NATIONAL BANK HOLDINGS CORP COM   2017-03-20 2019-12-20
21. PAYPAL HOLDINGS INC   2016-01-14 2019-12-20
7. SBA COMMUNICATIONS CORP   2018-02-21 2019-12-20
63. CHARLES SCHWAB CORP.   2012-12-19 2019-12-20
29. STERICYCLE INC   2019-03-14 2019-12-20
18. TJX COS INC   2016-01-14 2019-12-20
25. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR   2018-10-24 2019-12-20
8. UNITED RENTALS INC   2018-10-18 2019-12-20
11. UNITED TECHNOLOGIES CORP.   2016-01-14 2019-12-20
15. UNITEDHEALTH GROUP INC   2019-10-30 2019-12-20
39. VISA INC CLASS A SHARES   2016-01-14 2019-12-20
41. WELLS FARGO & CO-NEW   2016-01-14 2019-12-20
10. ACCENTURE PLC CL A   2016-01-14 2019-12-20
94. NOMAD FOODS LTD   2019-03-20 2019-12-20
118. NATIONAL BANK HOLDINGS CORP COM   2017-03-10 2019-12-23
80. APTIV PLC   2017-11-21 2019-12-23
79. NATIONAL BANK HOLDINGS CORP COM   2017-03-21 2019-12-24
19. APTIV PLC   2017-11-21 2019-12-24
79. NATIONAL BANK HOLDINGS CORP COM   2017-03-30 2019-12-26
58. APTIV PLC   2017-11-21 2019-12-26
19. NATIONAL BANK HOLDINGS CORP COM   2017-03-30 2019-12-27
115. APTIV PLC   2017-11-21 2019-12-27
76. APTIV PLC   2017-11-21 2019-12-27
58. NATIONAL BANK HOLDINGS CORP COM   2017-03-30 2019-12-30
58. APTIV PLC   2018-11-02 2019-12-30
9. APTIV PLC   2018-11-02 2019-12-30
64. NATIONAL BANK HOLDINGS CORP COM   2017-12-13 2019-12-31
52. APTIV PLC   2018-11-02 2019-12-31
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 249   846 -597
b 1,801   4,256 -2,455
c 307   490 -183
d 1,357   865 492
e 131   72 59
1,116   1,298 -182
371   212 159
455   692 -237
904   1,346 -442
5,241   5,647 -406
316   201 115
2,623   583 2,040
1,916   1,713 203
2,274   155 2,119
1,520   1,548 -28
294   218 76
714   802 -88
9,875   6,669 3,206
4,265   1,441 2,824
757   1,008 -251
4,515   6,009 -1,494
1,802   1,333 469
2,422   1,380 1,042
102   149 -47
807   888 -81
364   384 -20
957   603 354
2,663   583 2,080
2,259   1,260 999
1,658   1,139 519
1,595   1,356 239
1,400   93 1,307
1,293   1,290 3
3,208   2,361 847
971   1,066 -95
371   219 152
2,002   1,455 547
17,224   4,765 12,459
988   1,086 -98
48,500   25,523 22,977
9,887   11,130 -1,243
2,066   654 1,412
2,565   2,780 -215
189   242 -53
374   482 -108
4,237   2,607 1,630
134   134  
58   57 1
14,119   9,618 4,501
584   324 260
1,310   864 446
4,551   2,998 1,553
1,463   1,159 304
420   587 -167
1,214   1,325 -111
225   131 94
881   1,665 -784
5,263   9,710 -4,447
152   201 -49
2,027   1,220 807
1,308   1,300 8
372   361 11
2,151   1,187 964
57   37 20
275   381 -106
301   175 126
755   734 21
264   144 120
125   175 -50
228   131 97
793   431 362
239   333 -94
230   131 99
196   268 -72
4,657   2,696 1,961
155   150 5
526   728 -202
232   131 101
1,127   1,088 39
118   113 5
209   300 -91
233   131 102
2,298   674 1,624
2,489   1,254 1,235
1,137   1,022 115
2,762   2,477 285
4,790   4,595 195
8,370   5,303 3,067
5,946   1,835 4,111
4,909   4,562 347
3,215   942 2,273
3,854   3,723 131
200,000   219,667 -19,667
4,327   3,851 476
3,107   1,877 1,230
4,463   4,482 -19
1,516   1,450 66
4,880   4,493 387
3,487   3,408 79
1,254   1,219 35
3,392   4,291 -899
276   229 47
5,238   2,425 2,813
2,768   2,904 -136
1,840   1,756 84
4,018   4,133 -115
4,989   1,906 3,083
3,529   2,946 583
7,576   3,637 3,939
4,372   4,546 -174
772   386 386
2,556   2,337 219
5,246   2,786 2,460
9,653   8,404 1,249
10,843   2,802 8,041
5,085   4,940 145
2,455   2,460 -5
2,662   2,343 319
1,849   1,724 125
4,507   2,772 1,735
5,979   5,899 80
1,862   535 1,327
3,171   2,900 271
1,792   1,679 113
236   131 105
5,350   5,674 -324
3,204   3,518 -314
191   264 -73
5,724   2,053 3,671
4,855   5,067 -212
3,973   3,805 168
2,976   1,974 1,002
74   82 -8
2,916   1,936 980
158   88 70
7,212   6,908 304
4,390   4,283 107
2,125   1,209 916
2,409   1,241 1,168
4,397   2,770 1,627
2,164   124 2,040
160   88 72
19,777   18,791 986
2,312   2,380 -68
2,314   2,484 -170
340   197 143
751   385 366
81   44 37
470   481 -11
1,497   866 631
86   120 -34
307   309 -2
3,195   1,810 1,385
1,573   1,215 358
161   88 73
170   172 -2
1,127   629 498
1,399   1,059 340
272   275 -3
564   314 250
161   88 73
704   573 131
55   35 20
2,121   1,558 563
7,818   7,882 -64
124,418   125,445 -1,027
171   172 -1
565   314 251
450   358 92
3,729   2,386 1,343
546   397 149
3,277   3,248 29
3,691   2,317 1,374
1,100   793 307
380   378 2
1,289   706 583
2,379   1,754 625
1,204   753 451
550   396 154
10,139   9,723 416
276   275 1
540   380 160
1,522   1,109 413
676   420 256
1,020   756 264
2,565   2,322 243
3,979   3,767 212
277   274 3
582   411 171
998   594 404
60   44 16
857   773 84
6,604   6,244 360
1,213   706 507
502   297 205
203   183 20
290   174 116
4,811   205 4,606
1,316   1,152 164
1,569   1,130 439
2,484   106 2,378
1,332   1,190 142
1,098   787 311
5,799   5,351 448
3,380   3,305 75
10,067   5,420 4,647
2,132   1,506 626
63   94 -31
1,461   820 641
577   848 -271
2,302   3,349 -1,047
968   684 284
54   80 -26
1,119   582 537
3,034   4,459 -1,425
1,619   1,129 490
55   80 -25
2,338   1,205 1,133
1,070   224 846
35,720   22,805 12,915
2,578   3,724 -1,146
1,716   2,416 -700
297   205 92
93   134 -41
1,232   627 605
1,080   224 856
2,323   3,219 -896
7,164   9,538 -2,374
56   80 -24
3,489   1,755 1,734
656   135 521
447   551 -104
638   776 -138
756   921 -165
751   371 380
434   90 344
1,231   1,500 -269
320   381 -61
667   797 -130
1,569   782 787
430   90 340
129   152 -23
271   319 -48
1,873   904 969
1,437   503 934
1,375   1,033 342
3,593   3,884 -291
11,794   16,569 -4,775
119   161 -42
109   175 -66
2,111   2,657 -546
7,172   6,147 1,025
1,781   2,110 -329
101   48 53
1,085   224 861
280   345 -65
3,439   4,068 -629
41   66 -25
4,212   2,159 2,053
978   1,249 -271
4,177   3,575 602
97   114 -17
1,115   394 721
1,425   1,515 -90
2,121   2,539 -418
1,259   1,631 -372
4,634   4,007 627
398   427 -29
306   109 197
104   175 -71
492,796   498,403 -5,607
379   498 -119
5,574   4,835 739
841   887 -46
685   239 446
850   1,032 -182
27   44 -17
209   318 -109
854   1,137 -283
5,097   4,342 755
1,215   1,146 69
538   488 50
972   304 668
395   119 276
195   234 -39
351   351  
6,957   5,915 1,042
886   1,157 -271
1,686   1,417 269
858   859 -1
2,327   1,958 369
668   868 -200
4,091   1,402 2,689
1,187   984 203
475   717 -242
1,094   1,131 -37
1,480   1,233 247
13   19 -6
258   383 -125
376   389 -13
2,184   1,815 369
963   1,010 -47
3,908   2,901 1,007
16,378   12,230 4,148
2,513   1,193 1,320
1,108   314 794
3,563   3,680 -117
2,048   2,070 -22
1,144   709 435
16,121   5,646 10,475
14,471   12,618 1,853
9,648   5,907 3,741
23,720   22,619 1,101
933   678 255
25,115   15,658 9,457
12,531   10,649 1,882
14,749   13,802 947
15,804   11,382 4,422
455   332 123
1,000,000   1,052,329 -52,329
1,613   464 1,149
18,653   14,411 4,242
7,847   5,118 2,729
20,277   15,819 4,458
13,522   7,122 6,400
16,144   14,079 2,065
96   96  
10,240   11,357 -1,117
2,118   2,491 -373
8,472   9,903 -1,431
2,729   2,609 120
14,283   15,490 -1,207
8,148   1,678 6,470
14,768   12,261 2,507
14,577   16,497 -1,920
2,775   2,457 318
10,407   9,536 871
27,334   14,400 12,934
9,772   9,113 659
4,467   3,866 601
9,272   9,499 -227
3,576   3,899 -323
14,386   6,836 7,550
12,156   9,990 2,166
315   195 120
13,465   13,876 -411
20,890   9,213 11,677
2,830   2,447 383
8,490   8,114 376
11,883   11,920 -37
5,033   4,963 70
14,597   8,061 6,536
19,233   16,650 2,583
23,983   7,519 16,464
8,413   7,929 484
6,233   7,357 -1,124
9,707   11,457 -1,750
5,311   5,948 -637
8,299   8,569 -270
223   65 158
532   542 -10
466   476 -10
532   329 203
1,792   1,493 299
217   65 152
1,338   1,355 -17
582   754 -172
864   534 330
4,532   5,462 -930
1,405   1,173 232
2,778   821 1,957
727   756 -29
441   559 -118
514   318 196
1,678   497 1,181
718   875 -157
113   127 -14
1,138   709 429
144   43 101
292   327 -35
444   277 167
2,623   788 1,835
256   285 -29
162   103 59
1,689   507 1,182
47   53 -6
469   140 329
2,981   4,282 -1,301
1,340   1,958 -618
1,105   1,133 -28
2,922   3,185 -263
7,857   1,862 5,995
3,195     3,195
1,926     1,926
1,380     1,380
5,648   5,609 39
1,469   1,415 54
40     40
34     34
41     41
120     120
35     35
4,336   4,172 164
1,302   1,020 282
6,148   4,846 1,302
2,912   1,045 1,867
92   105 -13
2,322   2,249 73
2,184   757 1,427
5,434   1,893 3,541
1,454   269 1,185
3,878   717 3,161
814   377 437
4,591   2,101 2,490
816   357 459
65   74 -9
1,974   1,882 92
20,182   13,474 6,708
1,336   473 863
2,892   1,310 1,582
383   432 -49
2,355   1,436 919
4,628   2,961 1,667
2,121   1,025 1,096
4,142   1,746 2,396
2,073   887 1,186
3,875   2,199 1,676
7,795   5,628 2,167
6,900   2,278 4,622
131   148 -17
3,081   2,838 243
3,053   1,731 1,322
904   514 390
2,600   1,474 1,126
1,542   1,612 -70
1,370   671 699
56   23 33
2,133   909 1,224
729   833 -104
2,545   2,360 185
3,572   2,051 1,521
2,296   1,704 592
601   635 -34
718   353 365
168   70 98
3,681   3,410 271
85   63 22
2,731   1,606 1,125
1,227   601 626
675   280 395
890   1,016 -126
3,226   2,906 320
1,466   824 642
1,595   775 820
290   385 -95
395   163 232
1,253   830 423
752   663 89
1,472   805 667
2,410   1,155 1,255
1,695   675 1,020
125   113 12
4,393   2,595 1,798
2,186   1,667 519
13,394   11,057 2,337
2,247   1,491 756
1,166   560 606
267   244 23
592   450 142
1,241   594 647
11,368   2,662 8,706
456   413 43
3,769   2,813 956
662   600 62
20   19 1
104   93 11
33   31 2
109   146 -37
446   409 37
3,157   1,769 1,388
3,984   2,414 1,570
1,010   1,336 -326
1,014   928 86
2,611   1,392 1,219
2,749   1,440 1,309
70   93 -23
614   806 -192
682   611 71
959   842 117
2,540   1,326 1,214
2,136   1,087 1,049
1,205   1,066 139
729   645 84
7,322   5,707 1,615
1,439   1,265 174
480   634 -154
843   713 130
796   703 93
8,143   6,220 1,923
2,986   2,164 822
12,448   11,739 709
7,432   7,006 426
7,463   7,029 434
969   800 169
795   699 96
6,285   4,484 1,801
4,462   3,000 1,462
6,686   6,201 485
1,088   750 338
724   562 162
11,471   3,764 7,707
986   784 202
15,283   9,529 5,754
7,741   6,432 1,309
9,676   1,638 8,038
17,481   8,691 8,790
495   817 -322
1,065   658 407
2,417   2,291 126
1,470   1,541 -71
9,922   7,087 2,835
2,789   916 1,873
1,577   1,050 527
12,334   11,147 1,187
3,448   4,290 -842
11,362   7,635 3,727
936   891 45
824   431 393
2,209   1,982 227
992   1,036 -44
7,661   3,832 3,829
1,416   252 1,164
3,428   3,115 313
2,410   1,920 490
6,762   6,106 656
2,611   1,383 1,228
3,161   2,751 410
3,451   2,615 836
4,393   4,386 7
1,243   859 384
574   835 -261
72   64 8
2,634   3,412 -778
18,205   11,226 6,979
4,661   4,161 500
13,399   9,486 3,913
9,322   4,963 4,359
2,331   1,109 1,222
3,206   2,034 1,172
3,277   616 2,661
9,276   7,016 2,260
1,890   1,559 331
4,990   4,743 247
1,033   886 147
2,958   1,519 1,439
547   788 -241
1,410   1,184 226
1,569   1,601 -32
10,115   12,475 -2,360
5,464   2,846 2,618
4,900   2,570 2,330
8,642   7,868 774
3,501   2,974 527
1,009   866 143
3,343   510 2,833
2,636   2,517 119
570   322 248
7,436   7,504 -68
10,076   13,384 -3,308
2,648   352 2,296
9,007   8,803 204
9,641   10,056 -415
3,628   4,457 -829
8,152   8,199 -47
7,905   1,678 6,227
2,225   1,867 358
2,292   1,622 670
1,448   968 480
2,349   2,589 -240
392   430 -38
10,995   10,932 63
808   187 621
1,127   734 393
8,904   7,209 1,695
20,696   9,595 11,101
10,139   7,182 2,957
2,852   4,246 -1,394
2,946   1,985 961
9,455   8,543 912
95   48 47
2,015   979 1,036
1,539   1,290 249
1,163   1,071 92
1,164   774 390
8,872   2,011 6,861
1,559   398 1,161
1,334   1,698 -364
1,735   2,199 -464
7,471   2,729 4,742
1,138   1,339 -201
9,275   9,015 260
15,495   6,369 9,126
4,531   5,152 -621
2,286   2,760 -474
3,883   2,909 974
5,482   5,403 79
2,981   341 2,640
8,684   7,839 845
11,162   11,247 -85
2,093   1,251 842
8,144   5,277 2,867
5,757   4,111 1,646
16,589   7,512 9,077
17,084   5,012 12,072
9,987   4,727 5,260
2,830   2,909 -79
7,971   8,121 -150
3,585   2,663 922
3,051   1,385 1,666
3,584   2,711 873
2,057   2,305 -248
2,120   1,618 502
1,872   1,310 562
9,822   6,575 3,247
1,008   1,018 -10
1,210   1,369 -159
6,532   5,405 1,127
1,726   2,414 -688
12,103   11,293 810
1,604   1,371 233
9,449   9,441 8
3,702   5,126 -1,424
793   699 94
1,004   1,308 -304
463   357 106
1,316   1,128 188
2,839   890 1,949
34,476   3,942 30,534
438   294 144
584   485 99
800   254 546
885   298 587
776   259 517
182   122 60
612   514 98
1,969   1,721 248
2,553   2,443 110
1,673   961 712
2,354   1,872 482
1,601   508 1,093
4,163   4,290 -127
8,191   8,075 116
3,909   3,416 493
12,002   11,807 195
991   329 662
11,875   6,621 5,254
876   292 584
3,376   2,148 1,228
8,024   2,542 5,482
778   255 523
7,682   4,837 2,845
16,206   5,852 10,354
102     102
910   880 30
18,760   19,917 -1,157
287   198 89
5,050   4,272 778
740   616 124
571   559 12
1,174   947 227
1,377   1,848 -471
417   343 74
3,883   3,186 697
2,402   1,009 1,393
2,700   2,093 607
561   752 -191
2,637   2,153 484
3,687   1,558 2,129
1,647   1,176 471
607   836 -229
237   240 -3
680   998 -318
1,783   1,089 694
992   1,495 -503
63   46 17
209   152 57
3,456   2,134 1,322
4,465   2,004 2,461
2,263   2,401 -138
1,803   2,813 -1,010
1,101   878 223
422   305 117
1,410   1,497 -87
2,562   2,557 5
3,161   2,076 1,085
511   389 122
664   472 192
4,720   2,821 1,899
344   320 24
3,302   3,197 105
858   636 222
150   111 39
1,456   1,438 18
17   5 12
1,545   1,414 131
403   370 33
1,395   1,036 359
10,725   12,460 -1,735
6,976   8,263 -1,287
1,779   1,608 171
571   426 145
891   402 489
836   618 218
1,926   848 1,078
1,271   933 338
3,771   1,645 2,126
5,591   923 4,668
2,545   1,131 1,414
1,131   837 294
17,230   7,491 9,739
1,129   1,119 10
4,314   713 3,601
3,359   1,474 1,885
12,721   5,497 7,224
729   719 10
405   399 6
7,653   3,271 4,382
1,963   1,918 45
245   240 5
8,271   2,008 6,263
4,269   1,820 2,449
4,961   2,110 2,851
9   10 -1
3,451   1,471 1,980
25   29 -4
2,698   1,142 1,556
5,215   2,764 2,451
8,767   3,824 4,943
1,931   813 1,118
573     573
1,386     1,386
602     602
6,229   6,210 19
681   679 2
3,828   1,607 2,221
5,816   5,603 213
4,094   3,121 973
8,362   3,893 4,469
479   378 101
470   392 78
6,094   728 5,366
2,070   3,160 -1,090
2,279   1,304 975
243   240 3
1,459   1,435 24
1,192   945 247
866   715 151
1,314   2,021 -707
2,258   1,304 954
892   874 18
958   753 205
398   323 75
658   377 281
1,720   1,668 52
1,766   864 902
2,147   1,677 470
5,536   648 4,888
2,552   536 2,016
1,258   703 555
814   794 20
3,964   1,794 2,170
3,227   2,871 356
1,404   438 966
5,586   3,412 2,174
477   371 106
1,350   158 1,192
709   287 422
2,270   473 1,797
2,980   1,667 1,313
2,307   1,050 1,257
283   194 89
3,577   1,110 2,467
1,363   675 688
2,010   1,238 772
9,469   1,422 8,047
15,448   16,939 -1,491
10,810   6,984 3,826
4,297   1,714 2,583
2,001   1,115 886
2,403   1,094 1,309
1,962   1,325 637
1,101   645 456
1,257   621 636
391   236 155
9,322   5,476 3,846
958   532 426
5,675   1,695 3,980
4,276   1,777 2,499
163   81 82
7,003   4,184 2,819
33,095   19,578 13,517
1,543   839 704
10,959   6,225 4,734
2,452   1,014 1,438
1,975   997 978
3,939   524 3,415
1,400   187 1,213
2,376   318 2,058
12,310   7,057 5,253
5,544   2,869 2,675
10,856   7,459 3,397
997   525 472
1,009   953 56
610   399 211
3,392   1,800 1,592
641   278 363
1,134   566 568
565   75 490
1,641   1,276 365
2,923   1,509 1,414
3,194   1,601 1,593
4,455   2,509 1,946
5,939   2,378 3,561
1,246   658 588
579   556 23
1,183   1,223 -40
540   359 181
1,020   540 480
2,243   972 1,271
917   458 459
669   520 149
873   435 438
1,169   579 590
882   465 417
1,914   1,811 103
1,073   1,115 -42
558   243 315
971   485 486
1,239   956 283
1,161   579 582
2,029   1,012 1,017
2,109   1,091 1,018
1,182   1,223 -41
297   199 98
628   276 352
868   431 437
1,678   835 843
415   92 323
415   318 97
3,776   1,873 1,903
2,035   1,037 998
2,139   2,194 -55
4,666   2,017 2,649
436   215 221
926   457 469
7,143   8,207 -1,064
713   159 554
1,166   575 591
17,808   7,839 9,969
6,536   4,390 2,146
1,757   1,177 580
968   493 475
59   40 19
6,053   3,163 2,890
316   136 180
1,144   565 579
2,370   525 1,845
3,208   1,576 1,632
583   286 297
3,943   1,740 2,203
890   391 499
166   73 93
582   297 285
725   371 354
58   40 18
3,526   1,525 2,001
3,420   3,663 -243
4,976   5,253 -277
1,506   1,540 -34
279   63 216
1,160   570 590
2,607   1,278 1,329
11,509   4,984 6,525
870   436 434
818   1,828 -1,010
906   636 270
1,230   274 956
1,159   568 591
579   284 295
1,167   575 592
593   1,248 -655
382   834 -452
2,443   3,079 -636
6,252   7,764 -1,512
1,957   429 1,528
572   284 288
1,146   567 579
23,376   14,515 8,861
989   494 495
317   701 -384
2,731   1,429 1,302
630   606 24
1,408   307 1,101
7,770   3,111 4,659
5,439   3,836 1,603
2,172   1,042 1,130
1,572   3,400 -1,828
2,356   1,224 1,132
40,944   19,810 21,134
1,175   1,125 50
1,092   239 853
455   493 -38
1,174   648 526
2,473   909 1,564
1,840   668 1,172
2,066   3,218 -1,152
480   225 255
580   1,109 -529
4,522   2,584 1,938
536   519 17
29   32 -3
1,854   411 1,443
433   469 -36
1,766   629 1,137
4,104   6,422 -2,318
1,151   546 605
206   424 -218
2,282   1,270 1,012
1,168   1,125 43
2,625   548 2,077
1,129   238 891
581   629 -48
1,969   682 1,287
414   642 -228
1,043   503 540
287   614 -327
172   368 -196
358   346 12
492   1,042 -550
2,312   10,334 -8,022
2,026   1,990 36
491   1,944 -1,453
2,622   1,085 1,537
361   445 -84
3,730   5,886 -2,156
1,237   508 729
322   397 -75
4,092   2,086 2,006
1,252   572 680
1,346   607 739
81   90 -9
84   129 -45
198   756 -558
1,235   508 727
481   213 268
560   247 313
211   233 -22
518   816 -298
490   1,874 -1,384
919   373 546
321   396 -75
1,703   742 961
99   108 -9
687   1,052 -365
607   2,187 -1,580
333   136 197
281   347 -66
366   346 20
183   173 10
6,991   2,601 4,390
5,986   1,709 4,277
28   43 -15
418   509 -91
224   781 -557
332   136 196
280   345 -65
634   601 33
362   340 22
198   215 -17
295   334 -39
334   136 198
270   333 -63
3,282   3,056 226
98   108 -10
597   900 -303
566   631 -65
326   136 190
272   332 -60
1,540   706 834
49   54 -5
165   68 97
271   332 -61
65   72 -7
686   704 -18
16,460   19,132 -2,672
271   331 -60
49   54 -5
79   129 -50
323   391 -68
541   506 35
462   211 251
113   125 -12
481   793 -312
44   87 -43
3,336   7,125 -3,789
4,463   2,851 1,612
3,030   1,507 1,523
5,172   2,577 2,595
181   169 12
995   925 70
33   36 -3
329   551 -222
33   36 -3
16   18 -2
4,283   2,151 2,132
6,450   3,190 3,260
380   187 193
2,058   1,016 1,042
2,498   1,230 1,268
777   547 230
6,952   2,270 4,682
8,639   2,823 5,816
689   784 -95
995   1,040 -45
4,475   4,702 -227
2,990   3,012 -22
8,170   1,652 6,518
3,496   2,165 1,331
3,505   2,218 1,287
11,648   6,563 5,085
7,030   1,158 5,872
3,515   3,343 172
12,237   2,293 9,944
1,753   1,445 308
15,207   6,325 8,882
3,362   3,223 139
5,965   1,478 4,487
4,280   4,386 -106
2,803   2,478 325
3,679   841 2,838
1,078   658 420
2,632   2,214 418
7,792   5,001 2,791
4,043   1,178 2,865
1,811   1,980 -169
5,282   5,843 -561
8,402   8,194 208
4,765   5,309 -544
896   1,009 -113
1,289   1,451 -162
1,793   2,022 -229
8,576   4,169 4,407
3,980   4,239 -259
5,760   3,724 2,036
963   431 532
1,806   1,227 579
351   322 29
77   77  
1,238   1,495 -257
7,685   8,027 -342
5,752   5,174 578
9,574   3,481 6,093
1,550   252 1,298
1,936   1,844 92
6,134   5,503 631
688   669 19
1,462   1,423 39
2,093   1,192 901
399   344 55
4,473   3,477 996
522   985 -463
2,878   1,806 1,072
4,660   2,350 2,310
5,448   3,007 2,441
3,294   2,154 1,140
4,589   4,281 308
4,464   2,985 1,479
3,938   2,764 1,174
993   880 113
814   845 -31
1,525   2,268 -743
6,146   942 5,204
1,333   4,287 -2,954
431   1,386 -955
1,620   902 718
221,698   250,000 -28,302
233,552   262,610 -29,058
6,791   917 5,874
14,063   7,434 6,629
2,732   2,647 85
7,896   3,141 4,755
2,417   1,794 623
451   619 -168
704   945 -241
4,717   4,186 531
10,041   5,577 4,464
8,381   3,624 4,757
7,336   3,563 3,773
5,571   1,998 3,573
4,836   6,909 -2,073
1,991   2,840 -849
54   43 11
1,073   1,087 -14
5,451   5,487 -36
2,134   302 1,832
6,632   5,179 1,453
2,218   2,363 -145
4,228   3,159 1,069
1,528   1,412 116
3,912   3,879 33
1,833   1,419 414
915   920 -5
2,844   1,621 1,223
429   784 -355
1,139   1,064 75
2,081   1,747 334
860   866 -6
5,755   626 5,129
3,589   391 3,198
3,645   1,781 1,864
6,755   6,734 21
3,522   3,469 53
2,763   352 2,411
7,821   5,682 2,139
4,010   4,314 -304
7,113   8,082 -969
588   645 -57
4,230   4,641 -411
9,671   4,038 5,633
13,585   2,517 11,068
3,984   249 3,735
3,984   3,958 26
672   849 -177
4,321   4,116 205
2,082   1,960 122
1,455   1,516 -61
2,361   1,312 1,049
493   621 -128
6,413   4,118 2,295
1,804   550 1,254
1,701   979 722
2,163   2,971 -808
4,357   3,830 527
6,409   6,751 -342
7,164   2,378 4,786
759   170 589
1,455   490 965
1,270   734 536
4,531   2,177 2,354
11,973   10,528 1,445
15,306   6,505 8,801
7,301   1,179 6,122
7,334   7,190 144
147   110 37
3,999   6,052 -2,053
3,393   1,943 1,450
748   1,206 -458
368   592 -224
2,636   2,331 305
6,361   6,250 111
9,690   3,271 6,419
3,000   925 2,075
2,336   1,406 930
3,018   3,332 -314
1,419   1,132 287
8,162   4,107 4,055
11,663   4,217 7,446
3,189   2,036 1,153
7,230   311 6,919
3,513   3,657 -144
4,582   4,770 -188
1,209   282 927
3,552   1,421 2,131
8,763   7,252 1,511
4,385   3,814 571
1,611   2,144 -533
1,025   1,744 -719
6,312   4,607 1,705
7,532   7,616 -84
1,282   830 452
1,405   1,284 121
9,005   5,573 3,432
11,151   4,663 6,488
3,890   3,412 478
7,613   5,076 2,537
5,564   4,870 694
978   865 113
933   1,218 -285
2,240   1,608 632
10,288   11,149 -861
2,920   2,892 28
11,573   6,592 4,981
11,238   2,751 8,487
13,674   3,711 9,963
8,169   3,421 4,748
3,080   2,930 150
9,237   4,420 4,817
2,708   3,386 -678
2,324   2,646 -322
8,180   7,666 514
3,177   2,454 723
3,022   1,428 1,594
1,923   1,709 214
11,330   5,362 5,968
1,873   2,938 -1,065
3,090   3,420 -330
2,037   2,289 -252
2,744   1,429 1,315
5,318   3,256 2,062
1,297   1,978 -681
4,777   2,990 1,787
2,408   2,152 256
7,378   5,419 1,959
1,100   2,391 -1,291
6,420   7,153 -733
1,317   1,200 117
6,646   6,975 -329
2,264   2,220 44
5,147   5,180 -33
3,075   5,186 -2,111
19,205   16,178 3,027
5,259   2,069 3,190
2,854   1,300 1,554
3,956   3,155 801
5,579   2,303 3,276
2,872   945 1,927
2,772   1,263 1,509
1,161   474 687
1,446   592 854
3,076   2,449 627
1,113   378 735
2,232   756 1,476
1,111   474 637
2,197   948 1,249
6,580   3,539 3,041
9,636   5,307 4,329
1,412   1,248 164
1,503   1,331 172
2,072   1,827 245
472   411 61
1,316   1,150 166
16   8 8
169   192 -23
3,939   5,364 -1,425
100   133 -33
5,015   5,140 -125
3,080   1,265 1,815
1,084   62 1,022
10,788   2,101 8,687
8,390   5,623 2,767
7,727   2,105 5,622
306   412 -106
3,893   5,024 -1,131
496   509 -13
1,652   1,691 -39
474   411 63
410   479 -69
2,220   2,686 -466
1,102   979 123
2,054   124 1,930
402   479 -77
1,674   2,053 -379
816   733 83
122   144 -22
1,205   1,471 -266
2,585   2,945 -360
273   244 29
81   96 -15
4,872   3,559 1,313
5,465   3,708 1,757
364   326 38
162   192 -30
181   163 18
3,564   4,006 -442
2,191   1,946 245
733   756 -23
1,768   1,757 11
4,865   4,819 46
727   719 8
915   807 108
1,366   1,427 -61
1,235   1,222 13
84   84  
1,922   1,869 53
82   84 -2
165   168 -3
740   755 -15
8,038   7,655 383
482   610 -128
2,367   2,015 352
2,317   10,040 -7,723
87   336 -249
259   486 -227
155   298 -143
576   586 -10
730   958 -228
378   1,420 -1,042
223   831 -608
128   251 -123
82   84 -2
328   334 -6
3,095   3,933 -838
2,927   975 1,952
1,922   1,692 230
213   784 -571
591   2,166 -1,575
106   204 -98
452   457 -5
552   708 -156
1,823   624 1,199
477   2,052 -1,575
1,329   5,463 -4,134
831   3,164 -2,333
776   2,878 -2,102
932   3,568 -2,636
494   872 -378
970   990 -20
1,317   1,645 -328
806   272 534
382   1,199 -817
122   124 -2
643   655 -12
450   575 -125
1,961   660 1,301
921   938 -17
4,476   617 3,859
122   122  
121   122 -1
1,086   378 708
1,962   5,715 -3,753
1,243   168 1,075
365   299 66
162   162  
5,000   4,859 141
4,729   3,866 863
776   33 743
1,066   262 804
261   361 -100
201   279 -78
1,656   567 1,089
8,339   2,373 5,966
1,231   3,396 -2,165
414   1,152 -738
352   407 -55
199   551 -352
827   853 -26
718   271 447
16,482   5,303 11,179
600   495 105
920   933 -13
121   121  
1,570   66 1,504
1,041   955 86
601   536 65
56   82 -26
1,942   661 1,281
3,030   412 2,618
952   361 591
1,192   985 207
601   607 -6
2,033   86 1,947
3,035   742 2,293
1,462   1,315 147
67   99 -32
952   361 591
721   586 135
1,239   1,255 -16
242   243 -1
1,322   1,131 191
359   526 -167
941   361 580
4,211   704 3,507
1,029   828 201
81   81  
4,413   946 3,467
2,879   2,459 420
663   968 -305
929   361 568
1,869   1,583 286
1,521   1,538 -17
121   121  
752   643 109
520   442 78
111   164 -53
9,941   7,247 2,694
676   558 118
160   162 -2
91   80 11
361   540 -179
884   764 120
703   960 -257
1,659   2,178 -519
5,380   5,399 -19
8,805   8,805  
1,211   1,253 -42
3,527   1,174 2,353
605   522 83
1,503   1,560 -57
4,705   1,580 3,125
117   119 -2
3,735   3,317 418
494   517 -23
264   278 -14
1,438   596 842
151   159 -8
778   316 462
210   238 -28
1,162   399 763
7,151   2,461 4,690
103   119 -16
1,253   433 820
9,501   3,256 6,245
68   79 -11
19,133   8,399 10,734
6,969   2,616 4,353
7,087   6,646 441
27,722   12,132 15,590
4,492   2,633 1,859
14,341   6,221 8,120
1,853   684 1,169
9,027   4,348 4,679
170   198 -28
8,202   3,100 5,102
7,143   2,621 4,522
67   79 -12
551   672 -121
261   316 -55
130   158 -28
296   356 -60
1,874   1,895 -21
356   435 -79
844   842 2
1,268   1,261 7
6,491   2,068 4,423
219   68 151
7,629   3,067 4,562
745   948 -203
2,136   2,097 39
792   720 72
3,974   479 3,495
661   830 -169
1,158   1,462 -304
8,717   8,294 423
9,001   5,465 3,536
1,044   705 339
351   320 31
789   660 129
844   1,066 -222
1,730   828 902
2,833   1,322 1,511
3,252   1,606 1,646
3,180   1,547 1,633
5,481   2,575 2,906
8,207   3,870 4,337
1,228   1,023 205
1,379   1,724 -345
3,828   1,833 1,995
300   144 156
2,907   847 2,060
4,069   1,624 2,445
3,564   655 2,909
4,268   1,881 2,387
2,256   2,210 46
2,285   2,262 23
3,090   2,366 724
2,057   1,231 826
2,186   2,236 -50
439   358 81
4,538   1,227 3,311
2,791   1,707 1,084
2,611   1,022 1,589
1,322   2,068 -746
2,594   2,362 232
2,190   2,172 18
2,309   1,806 503
2,594   2,725 -131
3,906   786 3,120
1,229   1,454 -225
2,382   2,118 264
4,617   2,226 2,391
5,120   1,891 3,229
2,660   1,464 1,196
2,674   2,345 329
2,750   2,703 47
2,670   2,376 294
3,856   1,365 2,491
2,893   2,607 286
1,945   1,820 125
872   417 455
3,488   2,883 605
3,607   3,541 66
4,445   1,157 3,288
2,505   2,203 302
77   78 -1
2,142   1,910 232
2,097   1,871 226
262   215 47
1,127   544 583
3,923   1,876 2,047
2,514   1,974 540
8,115   10,901 -2,786
8,135   10,777 -2,642
1,116   519 597
5,974   2,726 3,248
3,613   3,238 375
1,016   919 97
3,384   2,985 399
4,062   2,165 1,897
2,709   1,479 1,230
2,862   1,884 978
2,700   2,454 246
3,933   649 3,284
4,272   3,439 833
4,767   2,697 2,070
2,021   1,724 297
1,911   1,581 330
1,356   777 579
4,522   2,269 2,253
2,322   2,799 -477
1,131   651 480
1,762   1,196 566
4,438   1,460 2,978
4,312   3,721 591
1,074   851 223
4,014   2,241 1,773
1,802   1,752 50
4,941   2,179 2,762
4,071   3,129 942
120   93 27
6,559   2,012 4,547
1,004   317 687
5,336   742 4,594
6,851   6,227 624
2,286   694 1,592
1,695   1,187 508
3,031   913 2,118
1,836   1,693 143
1,087   622 465
1,451   941 510
1,333   968 365
1,643   983 660
4,428   3,812 616
7,300   2,901 4,399
2,203   2,086 117
2,106   1,020 1,086
2,046   1,880 166
4,209   3,870 339
7,675   6,805 870
2,815   2,574 241
1,810   1,616 194
2,803   2,562 241
5,536   4,933 603
672   616 56
11,028   9,782 1,246
7,298   6,464 834
2,045   1,880 165
5,553   4,725 828
864   709 155
2,260   2,051 209
4,941   4,093 848
      61,508
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       -597
b       -2,455
c       -183
d       492
e       59
      -182
      159
      -237
      -442
      -406
      115
      2,040
      203
      2,119
      -28
      76
      -88
      3,206
      2,824
      -251
      -1,494
      469
      1,042
      -47
      -81
      -20
      354
      2,080
      999
      519
      239
      1,307
      3
      847
      -95
      152
      547
      12,459
      -98
      22,977
      -1,243
      1,412
      -215
      -53
      -108
      1,630
       
      1
      4,501
      260
      446
      1,553
      304
      -167
      -111
      94
      -784
      -4,447
      -49
      807
      8
      11
      964
      20
      -106
      126
      21
      120
      -50
      97
      362
      -94
      99
      -72
      1,961
      5
      -202
      101
      39
      5
      -91
      102
      1,624
      1,235
      115
      285
      195
      3,067
      4,111
      347
      2,273
      131
      -19,667
      476
      1,230
      -19
      66
      387
      79
      35
      -899
      47
      2,813
      -136
      84
      -115
      3,083
      583
      3,939
      -174
      386
      219
      2,460
      1,249
      8,041
      145
      -5
      319
      125
      1,735
      80
      1,327
      271
      113
      105
      -324
      -314
      -73
      3,671
      -212
      168
      1,002
      -8
      980
      70
      304
      107
      916
      1,168
      1,627
      2,040
      72
      986
      -68
      -170
      143
      366
      37
      -11
      631
      -34
      -2
      1,385
      358
      73
      -2
      498
      340
      -3
      250
      73
      131
      20
      563
      -64
      -1,027
      -1
      251
      92
      1,343
      149
      29
      1,374
      307
      2
      583
      625
      451
      154
      416
      1
      160
      413
      256
      264
      243
      212
      3
      171
      404
      16
      84
      360
      507
      205
      20
      116
      4,606
      164
      439
      2,378
      142
      311
      448
      75
      4,647
      626
      -31
      641
      -271
      -1,047
      284
      -26
      537
      -1,425
      490
      -25
      1,133
      846
      12,915
      -1,146
      -700
      92
      -41
      605
      856
      -896
      -2,374
      -24
      1,734
      521
      -104
      -138
      -165
      380
      344
      -269
      -61
      -130
      787
      340
      -23
      -48
      969
      934
      342
      -291
      -4,775
      -42
      -66
      -546
      1,025
      -329
      53
      861
      -65
      -629
      -25
      2,053
      -271
      602
      -17
      721
      -90
      -418
      -372
      627
      -29
      197
      -71
      -5,607
      -119
      739
      -46
      446
      -182
      -17
      -109
      -283
      755
      69
      50
      668
      276
      -39
       
      1,042
      -271
      269
      -1
      369
      -200
      2,689
      203
      -242
      -37
      247
      -6
      -125
      -13
      369
      -47
      1,007
      4,148
      1,320
      794
      -117
      -22
      435
      10,475
      1,853
      3,741
      1,101
      255
      9,457
      1,882
      947
      4,422
      123
      -52,329
      1,149
      4,242
      2,729
      4,458
      6,400
      2,065
       
      -1,117
      -373
      -1,431
      120
      -1,207
      6,470
      2,507
      -1,920
      318
      871
      12,934
      659
      601
      -227
      -323
      7,550
      2,166
      120
      -411
      11,677
      383
      376
      -37
      70
      6,536
      2,583
      16,464
      484
      -1,124
      -1,750
      -637
      -270
      158
      -10
      -10
      203
      299
      152
      -17
      -172
      330
      -930
      232
      1,957
      -29
      -118
      196
      1,181
      -157
      -14
      429
      101
      -35
      167
      1,835
      -29
      59
      1,182
      -6
      329
      -1,301
      -618
      -28
      -263
      5,995
      3,195
      1,926
      1,380
      39
      54
      40
      34
      41
      120
      35
      164
      282
      1,302
      1,867
      -13
      73
      1,427
      3,541
      1,185
      3,161
      437
      2,490
      459
      -9
      92
      6,708
      863
      1,582
      -49
      919
      1,667
      1,096
      2,396
      1,186
      1,676
      2,167
      4,622
      -17
      243
      1,322
      390
      1,126
      -70
      699
      33
      1,224
      -104
      185
      1,521
      592
      -34
      365
      98
      271
      22
      1,125
      626
      395
      -126
      320
      642
      820
      -95
      232
      423
      89
      667
      1,255
      1,020
      12
      1,798
      519
      2,337
      756
      606
      23
      142
      647
      8,706
      43
      956
      62
      1
      11
      2
      -37
      37
      1,388
      1,570
      -326
      86
      1,219
      1,309
      -23
      -192
      71
      117
      1,214
      1,049
      139
      84
      1,615
      174
      -154
      130
      93
      1,923
      822
      709
      426
      434
      169
      96
      1,801
      1,462
      485
      338
      162
      7,707
      202
      5,754
      1,309
      8,038
      8,790
      -322
      407
      126
      -71
      2,835
      1,873
      527
      1,187
      -842
      3,727
      45
      393
      227
      -44
      3,829
      1,164
      313
      490
      656
      1,228
      410
      836
      7
      384
      -261
      8
      -778
      6,979
      500
      3,913
      4,359
      1,222
      1,172
      2,661
      2,260
      331
      247
      147
      1,439
      -241
      226
      -32
      -2,360
      2,618
      2,330
      774
      527
      143
      2,833
      119
      248
      -68
      -3,308
      2,296
      204
      -415
      -829
      -47
      6,227
      358
      670
      480
      -240
      -38
      63
      621
      393
      1,695
      11,101
      2,957
      -1,394
      961
      912
      47
      1,036
      249
      92
      390
      6,861
      1,161
      -364
      -464
      4,742
      -201
      260
      9,126
      -621
      -474
      974
      79
      2,640
      845
      -85
      842
      2,867
      1,646
      9,077
      12,072
      5,260
      -79
      -150
      922
      1,666
      873
      -248
      502
      562
      3,247
      -10
      -159
      1,127
      -688
      810
      233
      8
      -1,424
      94
      -304
      106
      188
      1,949
      30,534
      144
      99
      546
      587
      517
      60
      98
      248
      110
      712
      482
      1,093
      -127
      116
      493
      195
      662
      5,254
      584
      1,228
      5,482
      523
      2,845
      10,354
      102
      30
      -1,157
      89
      778
      124
      12
      227
      -471
      74
      697
      1,393
      607
      -191
      484
      2,129
      471
      -229
      -3
      -318
      694
      -503
      17
      57
      1,322
      2,461
      -138
      -1,010
      223
      117
      -87
      5
      1,085
      122
      192
      1,899
      24
      105
      222
      39
      18
      12
      131
      33
      359
      -1,735
      -1,287
      171
      145
      489
      218
      1,078
      338
      2,126
      4,668
      1,414
      294
      9,739
      10
      3,601
      1,885
      7,224
      10
      6
      4,382
      45
      5
      6,263
      2,449
      2,851
      -1
      1,980
      -4
      1,556
      2,451
      4,943
      1,118
      573
      1,386
      602
      19
      2
      2,221
      213
      973
      4,469
      101
      78
      5,366
      -1,090
      975
      3
      24
      247
      151
      -707
      954
      18
      205
      75
      281
      52
      902
      470
      4,888
      2,016
      555
      20
      2,170
      356
      966
      2,174
      106
      1,192
      422
      1,797
      1,313
      1,257
      89
      2,467
      688
      772
      8,047
      -1,491
      3,826
      2,583
      886
      1,309
      637
      456
      636
      155
      3,846
      426
      3,980
      2,499
      82
      2,819
      13,517
      704
      4,734
      1,438
      978
      3,415
      1,213
      2,058
      5,253
      2,675
      3,397
      472
      56
      211
      1,592
      363
      568
      490
      365
      1,414
      1,593
      1,946
      3,561
      588
      23
      -40
      181
      480
      1,271
      459
      149
      438
      590
      417
      103
      -42
      315
      486
      283
      582
      1,017
      1,018
      -41
      98
      352
      437
      843
      323
      97
      1,903
      998
      -55
      2,649
      221
      469
      -1,064
      554
      591
      9,969
      2,146
      580
      475
      19
      2,890
      180
      579
      1,845
      1,632
      297
      2,203
      499
      93
      285
      354
      18
      2,001
      -243
      -277
      -34
      216
      590
      1,329
      6,525
      434
      -1,010
      270
      956
      591
      295
      592
      -655
      -452
      -636
      -1,512
      1,528
      288
      579
      8,861
      495
      -384
      1,302
      24
      1,101
      4,659
      1,603
      1,130
      -1,828
      1,132
      21,134
      50
      853
      -38
      526
      1,564
      1,172
      -1,152
      255
      -529
      1,938
      17
      -3
      1,443
      -36
      1,137
      -2,318
      605
      -218
      1,012
      43
      2,077
      891
      -48
      1,287
      -228
      540
      -327
      -196
      12
      -550
      -8,022
      36
      -1,453
      1,537
      -84
      -2,156
      729
      -75
      2,006
      680
      739
      -9
      -45
      -558
      727
      268
      313
      -22
      -298
      -1,384
      546
      -75
      961
      -9
      -365
      -1,580
      197
      -66
      20
      10
      4,390
      4,277
      -15
      -91
      -557
      196
      -65
      33
      22
      -17
      -39
      198
      -63
      226
      -10
      -303
      -65
      190
      -60
      834
      -5
      97
      -61
      -7
      -18
      -2,672
      -60
      -5
      -50
      -68
      35
      251
      -12
      -312
      -43
      -3,789
      1,612
      1,523
      2,595
      12
      70
      -3
      -222
      -3
      -2
      2,132
      3,260
      193
      1,042
      1,268
      230
      4,682
      5,816
      -95
      -45
      -227
      -22
      6,518
      1,331
      1,287
      5,085
      5,872
      172
      9,944
      308
      8,882
      139
      4,487
      -106
      325
      2,838
      420
      418
      2,791
      2,865
      -169
      -561
      208
      -544
      -113
      -162
      -229
      4,407
      -259
      2,036
      532
      579
      29
       
      -257
      -342
      578
      6,093
      1,298
      92
      631
      19
      39
      901
      55
      996
      -463
      1,072
      2,310
      2,441
      1,140
      308
      1,479
      1,174
      113
      -31
      -743
      5,204
      -2,954
      -955
      718
      -28,302
      -29,058
      5,874
      6,629
      85
      4,755
      623
      -168
      -241
      531
      4,464
      4,757
      3,773
      3,573
      -2,073
      -849
      11
      -14
      -36
      1,832
      1,453
      -145
      1,069
      116
      33
      414
      -5
      1,223
      -355
      75
      334
      -6
      5,129
      3,198
      1,864
      21
      53
      2,411
      2,139
      -304
      -969
      -57
      -411
      5,633
      11,068
      3,735
      26
      -177
      205
      122
      -61
      1,049
      -128
      2,295
      1,254
      722
      -808
      527
      -342
      4,786
      589
      965
      536
      2,354
      1,445
      8,801
      6,122
      144
      37
      -2,053
      1,450
      -458
      -224
      305
      111
      6,419
      2,075
      930
      -314
      287
      4,055
      7,446
      1,153
      6,919
      -144
      -188
      927
      2,131
      1,511
      571
      -533
      -719
      1,705
      -84
      452
      121
      3,432
      6,488
      478
      2,537
      694
      113
      -285
      632
      -861
      28
      4,981
      8,487
      9,963
      4,748
      150
      4,817
      -678
      -322
      514
      723
      1,594
      214
      5,968
      -1,065
      -330
      -252
      1,315
      2,062
      -681
      1,787
      256
      1,959
      -1,291
      -733
      117
      -329
      44
      -33
      -2,111
      3,027
      3,190
      1,554
      801
      3,276
      1,927
      1,509
      687
      854
      627
      735
      1,476
      637
      1,249
      3,041
      4,329
      164
      172
      245
      61
      166
      8
      -23
      -1,425
      -33
      -125
      1,815
      1,022
      8,687
      2,767
      5,622
      -106
      -1,131
      -13
      -39
      63
      -69
      -466
      123
      1,930
      -77
      -379
      83
      -22
      -266
      -360
      29
      -15
      1,313
      1,757
      38
      -30
      18
      -442
      245
      -23
      11
      46
      8
      108
      -61
      13
       
      53
      -2
      -3
      -15
      383
      -128
      352
      -7,723
      -249
      -227
      -143
      -10
      -228
      -1,042
      -608
      -123
      -2
      -6
      -838
      1,952
      230
      -571
      -1,575
      -98
      -5
      -156
      1,199
      -1,575
      -4,134
      -2,333
      -2,102
      -2,636
      -378
      -20
      -328
      534
      -817
      -2
      -12
      -125
      1,301
      -17
      3,859
       
      -1
      708
      -3,753
      1,075
      66
       
      141
      863
      743
      804
      -100
      -78
      1,089
      5,966
      -2,165
      -738
      -55
      -352
      -26
      447
      11,179
      105
      -13
       
      1,504
      86
      65
      -26
      1,281
      2,618
      591
      207
      -6
      1,947
      2,293
      147
      -32
      591
      135
      -16
      -1
      191
      -167
      580
      3,507
      201
       
      3,467
      420
      -305
      568
      286
      -17
       
      109
      78
      -53
      2,694
      118
      -2
      11
      -179
      120
      -257
      -519
      -19
       
      -42
      2,353
      83
      -57
      3,125
      -2
      418
      -23
      -14
      842
      -8
      462
      -28
      763
      4,690
      -16
      820
      6,245
      -11
      10,734
      4,353
      441
      15,590
      1,859
      8,120
      1,169
      4,679
      -28
      5,102
      4,522
      -12
      -121
      -55
      -28
      -60
      -21
      -79
      2
      7
      4,423
      151
      4,562
      -203
      39
      72
      3,495
      -169
      -304
      423
      3,536
      339
      31
      129
      -222
      902
      1,511
      1,646
      1,633
      2,906
      4,337
      205
      -345
      1,995
      156
      2,060
      2,445
      2,909
      2,387
      46
      23
      724
      826
      -50
      81
      3,311
      1,084
      1,589
      -746
      232
      18
      503
      -131
      3,120
      -225
      264
      2,391
      3,229
      1,196
      329
      47
      294
      2,491
      286
      125
      455
      605
      66
      3,288
      302
      -1
      232
      226
      47
      583
      2,047
      540
      -2,786
      -2,642
      597
      3,248
      375
      97
      399
      1,897
      1,230
      978
      246
      3,284
      833
      2,070
      297
      330
      579
      2,253
      -477
      480
      566
      2,978
      591
      223
      1,773
      50
      2,762
      942
      27
      4,547
      687
      4,594
      624
      1,592
      508
      2,118
      143
      465
      510
      365
      660
      616
      4,399
      117
      1,086
      166
      339
      870
      241
      194
      241
      603
      56
      1,246
      834
      165
      828
      155
      209
      848
       
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 1,431,801
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))
2018 1,883,884 37,152,493 0.050707
2017 1,812,862 35,007,277 0.051785
2016 1,743,651 34,330,015 0.050791
2015 1,811,996 35,492,627 0.051053
2014 1,833,679 36,843,642 0.049769
2
Total of line 1, column (d) .....................
2
0.254105
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
0.050821
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
38,464,494
5
Multiply line 4 by line 3......................
5
1,954,804
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
23,731
7
Add lines 5 and 6........................
7
1,978,535
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,860,887
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 (2019)
Form 990-PF (2019)
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 47,462
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 47,462
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 47,462
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 60,000
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 60,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 12,538
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet12,538 RefundedBullet 11 0
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletMD
    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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 addressbullet  
    14
    The books are in care ofbulletJOHN B POWELL JR Telephone no.bullet (410) 837-3555

    Located atbullet1600 W 41ST STREET SUITE 700BALTIMOREMD ZIP+4bullet21211
    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 2019, 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    JOHN B POWELL JR TRUSTEE
    16
    0    
    1600 W 41ST STREET SUITE 700
    BALTIMORE,MD21211
    WILLIAM C BAKER TRUSTEE
    1
    0    
    1600 W 41ST STREET SUITE 700
    BALTIMORE,MD21211
    JAMES MARTIN BAKER TRUSTEE
    2
    0    
    1600 W 41ST STREET SUITE 700
    BALTIMORE,MD21211
    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 (2019)
    Form 990-PF (2019)
    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
    BROWN ADVISORY INVESTMENT ADVISORY 110,194
    901 SOUTH BOND STREET SUITE 400
    BALTIMORE,MD21231
    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.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    36,882,578
    b
    Average of monthly cash balances.......................
    1b
    2,167,670
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    39,050,248
    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
    39,050,248
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    585,754
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    38,464,494
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,923,225
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,923,225
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    47,462
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    47,462
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,875,763
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,875,763
    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
    1,875,763
    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
    1,860,887
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,860,887
    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
    1,860,887
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 1,875,763
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 116,957
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 0
    e From 2018...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,860,887
    a Applied to 2018, but not more than line 2a 116,957
    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 2019 distributable amount..... 1,743,930
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    131,833
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 0
    d Excess from 2018.... 0
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    John B Powell Jr - Executive Direct
    1600 W 41ST STREET SUITE 700
    Baltimore,MD21211
    (410) 837-3555
    bThe form in which applications should be submitted and information and materials they should include:
    A cover letter, a proposal narrative and attachments all as outlined in the ABAG Common Grant Application Format. Only one copy is required.
    cAny submission deadlines:
    April 5th, August 5th and December 5th by 5:00pm that day. If deadline falls on a weekend or holiday
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Must fit within the purposes of the Clayton Baker Trust, which are Education, Environment and Community Development. The Trust must have adequate funds.
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    Association of Baltimore Area
    Grantmakers
    2 EAST READ STREET 2ND FL
    Baltimore,MD21202
    NONE PC COMMUNITY DEVELOPMENT 5,760
    Advocates for Children and Youth
    ONE NORTH CHARLES STREET SUITE 240
    Baltimore,MD21201
    NONE PC COMMUNITY DEVELOPMENT 25,000
    Children's Scholarship Fund Baltimore
    1000 ST PAUL STREET
    Baltimore,MD21202
    NONE PC EDUCATION 75,000
    Maryland Nonprofits
    1500 UNION AVENUE SUITE 2500
    Baltimore,MD21211
    NONE PC COMMUNITY DEVELOPMENT 15,000
    New Leaders Maryland
    PO BOX 4871
    Baltimore,MD21211
    NONE PC EDUCATION 45,000
    South Baltimore Learning Center
    28 EAST OSTEND STREET
    Baltimore,MD21230
    NONE PC EDUCATION 40,000
    Teach for America Inc
    2601 N HOWARD ST STE 300
    Baltimore,MD21218
    NONE PC EDUCATION 65,000
    Cristo Rey Jesuit High School
    420 S CHESTER STREET
    Baltimore,MD21231
    NONE PC EDUCATION 50,000
    Arts Education in MD Schools Alliance
    190 W OSTEND STREET SUITE 210
    Baltimore,MD21230
    NONE PC EDUCATION 13,000
    Baltimore Youth Alliance Inc
    6101 LOCH RAVEN BOULEVARD STE 408
    Baltimore,MD21239
    NONE PC EDUCATION 25,000
    Community Law Center
    3355 KESWICK ROAD SUITE 200
    Baltimore,MD21211
    NONE PC COMMUNITY DEVELOPMENT 20,000
    Irvine Nature Center
    11201 GARRISON FOREST ROAD
    Owings Mills,MD21117
    NONE PC ENVIRONMENT 5,000
    Open Society Institute-Baltimore
    201 NORTH CHARLES STREET STE 1300
    Baltimore,MD21201
    NONE PC COMMUNITY DEVELOPMENT 10,000
    Parks & People Foundation
    2100 LIBERTY HEIGHTS AVENUE
    Baltimore,MD21217
    NONE PC EDUCATION 15,000
    Baltimore Community Foundation
    2 EAST READ STREET
    Baltimore,MD21202
    NONE PC COMMUNITY DEVELOPMENT 15,000
    Central MD Transportation Alliance
    Baltimore Community Foundation
    2 EAST READ STREET SUITE 200
    Baltimore,MD21202
    NONE PC COMMUNITY DEVELOPMENT 15,000
    Baltimore School for the Arts
    712 CATHEDRAL STREET
    Baltimore,MD21201
    NONE PC EDUCATION: TWIGS ENDOWMENT 30,000
    Baltimore Symphony Orchestra
    1212 CATHEDRAL STREET
    Baltimore,MD21201
    NONE PC EDUCATION 30,000
    Chesapeake Bay Foundation
    6 HERNDON AVENUE
    Annapolis,MD21403
    NONE PC ENVIRONMENT/LEGAL 150,000
    CollegeBound Foundation
    300 WATER STREET SUITE 300
    Baltimore,MD21202
    NONE PC EDUCATION 30,000
    Friends of Patterson Park Inc
    27 SOUTH PATTERSON PARK AVENUE
    Baltimore,MD21231
    NONE PC COMMUNITY DEVELOPMENT 75,000
    Hampden Family Center
    1104 WEST 36TH STREET
    Baltimore,MD21211
    NONE PC EDUCATION 20,000
    CASH Campaign of Maryland
    217 EAST REDWOOD STREET SUITE 1500
    Baltimore,MD21202
    NONE PC COMMUNITY DEVELOPMENT 20,000
    Maryland Food Bank
    2200 HALETHORPE FARMS ROAD
    Baltimore,MD21227
    NONE PC GENERAL SUPPORT 40,000
    Downtown Sailing Center Inc
    1425 KEY HIGHWAY SUITE 110
    Baltimore,MD21230
    NONE PC EDUCATION 20,000
    Enoch Pratt Free Library
    400 CATHEDRAL STREET
    Baltimore,MD21201
    NONE PC EDUCATION AND COMMUNITY 15,000
    Maryland Pesticide Education Network
    1501 ST PAUL STREET SUITE 123
    Baltimore,MD21202
    NONE PC ENVIRONMENT 5,000
    Middle Grades Partnership
    Baltimore Community Foundation
    1500 UNION AVENUE SUITE 1320
    Baltimore,MD21211
    NONE PC EDUCATION 35,000
    Samaritan Community
    1407 BOLTON STREET
    Baltimore,MD21217
    NONE PC GENERAL SUPPORT 8,000
    St Vincent de Paul of Baltimore
    2305 N CHARLES STREET STE 300
    Baltimore,MD21218
    NONE PC EDUCATION 20,000
    Village Learning Place
    2521 ST PAUL STREET
    Baltimore,MD21218
    NONE PC EDUCATION 15,000
    Waterfront Partnership of Baltimore
    650 S EXETER STREET 200
    Baltimore,MD21202
    NONE PC ENVIRONMENT 20,000
    Baltimore Chesapeake Bay
    Outward Bound School
    1900 EAGLE DRIVE
    Baltimore,MD21207
    NONE PC EDUCATION 5,000
    Fund for Educational Excellence
    800 N CHARLES STREET SUITE 400
    Baltimore,MD21201
    NONE PC SUPPORTING PUBLIC SCHOOLS 15,000
    Bikemore
    2209 MARYLAND AVENUE
    Baltimore,MD21218
    NONE PC COMMUNITY DEVELOPMENT 30,000
    NATIONAL AQUARIUM
    501 EAST PRATT STREET
    BALTIMORE,MD21218
    NONE PC ENVIRONMENT 10,000
    Mount Vernon Place Conservatory
    PO BOX 2394
    Baltimore,MD21203
    NONE PC COMMUNITY DEVELOPMENT 20,000
    Bridges
    St Paul's School
    11152 FALLS ROAD
    Brooklandville,MD21022
    NONE PC EDUCATION: SUMMER LEARNING 35,000
    B'more Clubhouse
    9 EAST FRANKLIN STREET
    Baltimore,MD21202
    NONE PC COMMUNITY DEVELOPMENT 20,000
    No Boundaries Coalition
    1526 N FREMONT AVENUE
    Baltimore,MD21217
    NONE PC COMMUNITY DEVELOPMENT 15,000
    Interfaith Partners for the Chesapeake
    PO BOX 6791
    Annapolis,MD21403
    NONE PC ENVIRONMENT 10,000
    Civic Works
    2701 ST LO DRIVE
    Baltimore,MD21213
    NONE PC COMMUNITY DEVELOPMENT 10,000
    Transit Choices
    516 N CHARLES STREET SUITE 312
    Baltimore,MD21201
    NONE PC ENVIRONMENT 5,000
    Boys Hope Girls Hope Baltimore
    8005 HARFORD ROAD SUITE 101
    Baltimore,MD21234
    NONE PC EDUCATION 30,000
    Associated Catholic Charities Inc
    430 SOUTH BROADWAY
    Baltimore,MD21231
    NONE PC EDUCATION 15,000
    Bay Journal Media
    619 OAKWOOD DRIVE
    Seven Valleys,PA17360
    NONE PC ENVIRONMENT 5,000
    Literacy Lab
    1003 K STREET NW 5TH FLOOR
    Washington,DC20001
    NONE PC EDUCATION 20,000
    Baltimore Tree Trust
    PO BOX 26202
    Baltimore,MD21210
    NONE PC ENVIRONMENT 20,000
    Cylburn Arboretum Association
    4915 GREENSPRING AVENUE
    Baltimore,MD21209
    NONE PC EDUCATION 15,000
    Energy Justice Network
    1434 ELBRIDGE ST
    Philadelphia,PA19149
    NONE PC ENVIRONMENT 10,000
    Preservation Maryland
    3600 CLIPPER MILL ROAD SUITE 248
    Baltimore,MD21211
    NONE PC ENVIRONMENT 10,000
    Baltimore City Community College Fdn
    2901 LIBERTY HEIGHTS AVENUE
    Baltimore,MD21215
    NONE PC EDUCATION 10,000
    Arc Baltimore
    7215 YORK ROAD
    Baltimore,MD21212
    NONE PC EDUCATION 5,000
    Springboard Collaborative
    1500 JFK BLVD SUITE 1160
    Philadelphia,PA19102
    NONE PC EDUCATION 25,000
    Intersection of Change Inc
    PO BOX 12764
    Baltimore,MD21217
    NONE PC COMMUNITY DEVELOPMENT 5,000
    ShoreRivers
    114 SOUTH WASHINGTON STREET SUITE 3
    Easton,MD21601
    NONE PC ENVIRONMENT 10,000
    Lillie May Carroll Jackson Charter Schol
    900 WOODBURNE AVENUE
    Baltimore,MD21212
    NONE PC EDUCATION 50,000
    Patterson Park Audubon Center
    2901 EAST BALTIMORE STREET
    Baltimore,MD21224
    NONE PC ENVIRONMENT 18,000
    Planned Parenthood
    330 N HOWARD STREET
    Baltimore,MD21201
    NONE PC EDUCATION 10,000
    Big Brothers and Sisters at the Y
    303 W CHESAPEAKE AVENUE
    Baltimore,MD21204
    NONE PC EDUCATION 20,000
    House of Ruth Maryland
    2201 ARGONNE DRIVE
    Baltimore,MD21218
    NONE PC COMMUNITY DEVELOPMENT 50,000
    International Rescue Committee
    1900 NORTH HOWARD STREET SUITE 200
    Baltimore,MD21218
    NONE PC COMMUNITY DEVELOPMENT 20,000
    Strong Schools of Maryland
    800 N CHARLES ST SUITE 400
    Baltimore,MD21201
    NONE PC EDUCATION 30,000
    KIPP Baltimore
    4701 GREENSPRING AVENUE
    Baltimore,MD21209
    NONE PC EDUCATION 60,000
    Maryland Book Bank
    PO BOX 41551
    Baltimore,MD21203
    NONE PC EDUCATION 10,000
    Maryland Public Television Foundation
    11767 OWINGS MILLS BLVD
    Owings Mills,MD21117
    NONE PC ENVIRONMENT 5,000
    NAM Metropolitan Baltimore
    6600 YORK ROAD SUITE 204
    Baltimore,MD21212
    NONE PC COMMUNITY DEVELOPMENT 10,000
    Union of Concerned Scientists
    TWO BATTLE SQUARE
    Cambridge,MA02138
    NONE PC ENVIRONMENT 40,000
    American Civil Liberties Union Fdn
    3600 CLIPPER MILL ROAD SUITE 350
    Baltimore,MD21211
    NONE PC EDUCATION 35,000
    Helping Up Mission
    1029 EAST BALTIMORE STREET
    Baltimore,MD212024705
    NONE PC COMMUNITY DEVELOPMENT 25,000
    Green Street Academy
    125 N HILTON ST
    Baltimore,MD21229
    NONE PC EDUCATION 75,000
    Greater Baltimore Medical Center
    6701 NORTH CHARLES STREET
    Towson,MD21204
    NONE PC GENERAL 10,000
    URBAN TEACHER CENTER INC
    1800 WASHINGTON BLVD NO 411
    BALTIMORE,MD21230
    NONE PC EDUCATION 25,000
    Total .................................bullet 3a 1,819,760
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 ...........
             
    4 Dividends and interest from securities....     14 896,472  
    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.....       0  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,431,801  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFED EXCISE TAX REF
        1 31,262  
    bOTHER INCOME     14 240  
    cPASSTHROUGH INCOME     14 267,379  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,627,154  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,627,154
    (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.)
    4 TAX-EXEMPT MUNI BOND INTEREST AND NONDIVIDEND DISTRIBUTIONS.
    11 FEDERAL EXCISE TAX REFUNDS.
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


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    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description