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 07-01-2019 , and ending 06-30-2020
Name of foundation
COMMON WEALTH TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 609
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152309738
A Employer identification number

51-0232187
B Telephone number (see instructions)

(216) 257-6118
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$6,138,829
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... 177,651 177,651  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -254,395
b Gross sales price for all assets on line 6a 2,399,875
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 788 196  
12 Total. Add lines 1 through 11........ -75,956 177,847  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,785 48,628   12,157
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,841 1,543   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 10,801 10,801    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,427 60,972 0 12,157
25 Contributions, gifts, grants paid....... 412,956 412,956
26 Total expenses and disbursements. Add lines 24 and 25 487,383 60,972 0 425,113
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -563,339
b Net investment income (if negative, enter -0-) 116,875
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......... 236,945 263,052 263,052
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,298,225 Click to see attachment5,710,546 5,875,777
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) 6,535,170 5,973,598 6,138,829
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........ 6,535,170 5,973,598
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)..... 6,535,170 5,973,598
30 Total liabilities and net assets/fund balances (see instructions). 6,535,170 5,973,598
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
6,535,170
2
Enter amount from Part I, line 27a .....................
2
-563,339
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,767
4
Add lines 1, 2, and 3 ..........................
4
5,973,598
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
5,973,598
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 6. HAEMONETICS CORP   2019-02-19 2019-07-01
b 34. INTERSECT ENT INC   2019-04-30 2019-07-01
c 8. OMNICELL INC   2018-03-09 2019-07-01
d 16. PRA HEALTH SCIENCES INC   2019-06-05 2019-07-01
e 4. PENUMBRA INC   2019-05-09 2019-07-01
106. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3   2018-03-09 2019-07-01
3. AMEDISYS INC   2019-01-07 2019-07-02
5. AMEDISYS INC     2019-07-02
60. GTT COMMUNICATIONS INC   2019-06-10 2019-07-02
20. ALLEGION PLC SEDOL BFRT3W7   2018-03-09 2019-07-05
43. DISCOVERY INC CLASS C   2019-03-20 2019-07-08
17. DISCOVERY INC CLASS C   2018-03-09 2019-07-08
27. GTT COMMUNICATIONS INC   2019-06-10 2019-07-08
12. GTT COMMUNICATIONS INC   2019-06-10 2019-07-09
14. ISHARES TR RUSSELL 2000 VALUE INDEX FD   2018-04-25 2019-07-09
14. ORANGE ADR   2019-03-20 2019-07-09
420. ORANGE ADR   2018-03-09 2019-07-09
4. CHARLES RIV LABORATORIES INTL INC   2018-03-09 2019-07-10
4. HAEMONETICS CORP   2019-02-19 2019-07-10
8. DINE BRANDS GLOBAL INC   2019-02-22 2019-07-11
158. GTT COMMUNICATIONS INC     2019-07-11
11. GTT COMMUNICATIONS INC   2018-07-05 2019-07-11
18. DINE BRANDS GLOBAL INC     2019-07-12
4. CHARLES RIV LABORATORIES INTL INC   2018-03-09 2019-07-15
7. POPULAR INC SEDOL B86QM90   2019-03-20 2019-07-15
9. POPULAR INC SEDOL B86QM90   2018-03-09 2019-07-15
24. BJ'S RESTAURANTS, INC     2019-07-16
13. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2018-10-24 2019-07-16
10. DINE BRANDS GLOBAL INC   2019-03-11 2019-07-17
9. DISCOVER FINANCIAL W/I   2018-03-09 2019-07-17
7. TELADOC HEALTH INC   2019-05-01 2019-07-17
3. WINGSTOP INC   2018-03-09 2019-07-17
15. WEST PHARMACEUTICAL SVCS INC   2018-03-09 2019-07-18
4. ASML HOLDING NV-NY SEDOL B908F01   2019-05-23 2019-07-18
25. ALLY FINANCIAL INC   2018-03-09 2019-07-19
13. EAGLE BANCORP INC   2018-03-09 2019-07-19
10. HEXCEL CORP   2018-03-09 2019-07-19
16. PERFORMANCE FOOD GROUP CO   2018-08-16 2019-07-19
17. SLEEP NUMBER CORP   2019-04-18 2019-07-22
41. STARBUCKS CORP COM   2018-03-09 2019-07-22
16. FIFTH THIRD BANCORP   2018-03-09 2019-07-23
32. ALLISON TRANSMISSION HOLDING   2018-03-09 2019-07-25
26. BED BATH AND BEYOND   2018-03-09 2019-07-25
29. C&J ENERGY SERVICES INC MERGED 10/31/19   2018-06-07 2019-07-25
13. APTIV PLC-WHEN ISSUED SEDOL B783TY6   2018-03-09 2019-07-25
2. MOHAWK INDS INC   2018-07-26 2019-07-26
44. WEST PHARMACEUTICAL SVCS INC   2018-03-09 2019-07-26
6. ADDUS HOMECARE CORP   2019-05-24 2019-07-29
6. TETRA TECH INC NEW COM   2019-02-12 2019-07-29
.72 ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2018-03-09 2019-07-30
8. INSPERITY INC     2019-07-30
2. INSPERITY INC   2018-07-16 2019-07-30
7. PAYLOCITY HOLDING CORP   2018-03-09 2019-07-30
20. ALLY FINANCIAL INC   2018-03-09 2019-07-31
5. AMEDISYS INC   2019-05-22 2019-07-31
.8 EXPEDIA GROUP INC   2018-03-09 2019-07-31
11. CABOT CORP   2019-04-04 2019-08-01
6. IRHYTHM TECHNOLOGIES INC   2019-04-18 2019-08-01
5. PENUMBRA INC   2018-03-09 2019-08-01
49. SYNCHRONY FINANCIAL     2019-08-01
20. TELADOC HEALTH INC     2019-08-01
13. TREX INC COM     2019-08-01
5. AMEDISYS INC   2019-05-22 2019-08-02
9. BLUEPRINT MEDICINES CORP   2018-11-19 2019-08-02
1. EXPEDIA GROUP INC   2018-03-09 2019-08-02
9. INTERCEPT PHARMACEUTICALS IN     2019-08-02
18. SYNEOS HEALTH INC     2019-08-02
9. TREX INC COM     2019-08-02
2. CHARLES RIV LABORATORIES INTL INC   2018-03-09 2019-08-05
11. FEDERATED INVS INC PA CL B   2018-03-09 2019-08-05
7. AVALARA INC   2019-02-19 2019-08-06
5. HAEMONETICS CORP   2019-02-19 2019-08-06
3. SAREPTA THERAPEUTICS INC   2018-03-09 2019-08-06
30. AGIOS PHARMACEUTICALS INC   2018-03-09 2019-08-07
2. CHARLES RIV LABORATORIES INTL INC   2018-03-09 2019-08-07
22. ESSILOR INTL ADR   2018-03-09 2019-08-07
7. FEDERATED INVS INC PA CL B   2018-03-09 2019-08-07
11. NORTHROP GRUMMAN CORPORATION   2018-03-09 2019-08-07
17. CARLSBERG AS SPON ADR   2019-03-20 2019-08-08
30. CARLSBERG AS SPON ADR   2018-03-09 2019-08-08
2. CHARLES RIV LABORATORIES INTL INC   2018-03-09 2019-08-08
1. SAREPTA THERAPEUTICS INC   2018-03-09 2019-08-08
35. STARBUCKS CORP COM   2018-03-09 2019-08-08
5. SAREPTA THERAPEUTICS INC   2018-03-09 2019-08-09
36. STURM RUGER & CO INC   2018-03-09 2019-08-09
99. SUMITOMO MITSUI FINANCIAL GROUP INC SPON ADR   2019-03-20 2019-08-09
878. SUMITOMO MITSUI FINANCIAL GROUP INC SPON ADR   2018-03-09 2019-08-09
1. CHARLES RIV LABORATORIES INTL INC   2018-03-09 2019-08-12
82. OTSUKA HOLDINGS LTD ADR SEDOL B76XH88   2018-03-09 2019-08-12
8. ADDUS HOMECARE CORP     2019-08-14
31. BAIDU INC     2019-08-14
26. BAIDU INC     2019-08-14
1. AIR PRODUCTS & CHEMICALS INC   2018-03-09 2019-08-15
9. ECHOSTAR CORP CLASS A   2018-03-09 2019-08-15
4. GARTNER INC   2018-03-09 2019-08-15
22. LATTICE SEMICONDUCTOR CORP   2019-05-28 2019-08-15
1. METTLER TOLEDO INTL INC   2018-05-11 2019-08-15
7. MOHAWK INDS INC   2018-07-26 2019-08-15
3. RESTAURANT BRANDS INTERN-W/I SEDOL BTF8WD8   2018-03-09 2019-08-15
16. SMITH & NEPHEW PLC SPDN ADR   2019-03-20 2019-08-15
14. SMITH & NEPHEW PLC SPDN ADR   2018-03-09 2019-08-15
9. TELADOC HEALTH INC     2019-08-15
47. BOYD GAMING CORP   2019-06-12 2019-08-16
34. FIRST HORIZON NATL CORP   2018-03-09 2019-08-16
11. TELADOC HEALTH INC   2018-11-20 2019-08-16
9. CACI INTL INC CL A   2018-03-09 2019-08-19
14. CAMBREX CORP COM   2019-03-12 2019-08-19
49. CAMBREX CORP COM   2018-03-09 2019-08-19
110. DAIMLER AG-UNSPONSORED ADR SEDOL BYVH331     2019-08-19
370. DAIMLER AG-UNSPONSORED ADR SEDOL BYVH331   2018-05-18 2019-08-19
24. ELDORADO RESORTS INC NAME CHG 07/21/20   2019-07-08 2019-08-19
182. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2018-03-09 2019-08-19
3. HAEMONETICS CORP     2019-08-20
20. NAVIGANT CONSULTING INC COM   2019-05-21 2019-08-21
142. NAVIGANT CONSULTING INC COM   2018-03-09 2019-08-21
82. ALLY FINANCIAL INC   2018-03-09 2019-08-22
53. SYNCHRONY FINANCIAL   2018-12-18 2019-08-22
24. SYNCHRONY FINANCIAL     2019-08-22
25. SELECTED INS GROUP INC   2018-03-09 2019-08-23
95. CARBON BLACK INC     2019-08-26
5. LIGAND PHARMACEUTICALS   2018-10-29 2019-08-26
5. LIGAND PHARMACEUTICALS   2018-03-09 2019-08-26
4. CHARLES RIV LABORATORIES INTL INC   2018-03-09 2019-08-27
25. DEL FRISCO'S RESTAURANT GROUP     2019-08-27
7. MASTERCARD INC CL A   2018-03-09 2019-08-27
9. MICROSOFT CORP   2019-04-05 2019-08-27
6. TRIBUNE MEDIA CO MERGED 9/19/19 @ $46.687397 P/S   2018-07-18 2019-08-27
3. FIVE BELOW     2019-08-28
6. FIVE BELOW   2018-03-09 2019-08-28
11. TRIBUNE MEDIA CO MERGED 9/19/19 @ $46.687397 P/S   2018-07-18 2019-08-28
11. COPART INC   2018-03-09 2019-08-29
28. DEL FRISCO'S RESTAURANT GROUP   2018-03-09 2019-08-29
7. FEDERATED INVS INC PA CL B   2018-03-09 2019-08-29
3. TRANSDIGM GROUP INC   2018-03-09 2019-08-29
9. MIMECAST LTD SEDOL BYT5JK6   2019-08-08 2019-08-29
54. DEL FRISCO'S RESTAURANT GROUP     2019-08-30
7. FEDERATED INVS INC PA CL B   2018-03-09 2019-08-30
3. METTLER TOLEDO INTL INC     2019-08-30
2. METTLER TOLEDO INTL INC   2018-12-20 2019-08-30
18. TCF FINL CORP   2018-03-09 2019-08-30
15. TRIBUNE MEDIA CO MERGED 9/19/19 @ $46.687397 P/S   2018-07-18 2019-08-30
15. MIMECAST LTD SEDOL BYT5JK6     2019-08-30
20. MIMECAST LTD SEDOL BYT5JK6   2018-03-09 2019-08-30
32. DEL FRISCO'S RESTAURANT GROUP   2018-08-03 2019-09-03
110. MSG NETWORKS INC   2018-03-09 2019-09-03
6. MARRIOTT VACATIONS WORLDWIDE CORP   2018-04-17 2019-09-03
7. OLLIE'S BARGAIN OUTLET HOLDI   2018-04-06 2019-09-03
6. MARRIOTT VACATIONS WORLDWIDE CORP     2019-09-04
19. MIMECAST LTD SEDOL BYT5JK6     2019-09-04
26. MERIT MEDICAL SYSTEMS     2019-09-05
6. IRHYTHM TECHNOLOGIES INC   2019-04-18 2019-09-06
5. MARRIOTT VACATIONS WORLDWIDE CORP     2019-09-06
185. MALLINCKRODT PLC SEDOL BBJTYC4     2019-09-06
17. MALLINCKRODT PLC SEDOL BBJTYC4     2019-09-06
21. QUEST DIAGNOSTICS INC   2019-01-18 2019-09-09
109. QUEST DIAGNOSTICS INC     2019-09-09
14. REALPAGE, INC.   2018-09-20 2019-09-10
14. MIMECAST LTD SEDOL BYT5JK6     2019-09-11
13. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7     2019-09-11
13. LIGAND PHARMACEUTICALS     2019-09-12
21. MARRIOTT VACATIONS WORLDWIDE CORP     2019-09-12
10. PAYLOCITY HOLDING CORP   2018-03-09 2019-09-12
14. TRIBUNE MEDIA CO MERGED 9/19/19 @ $46.687397 P/S   2018-07-18 2019-09-12
31. MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC   2018-03-09 2019-09-13
24. MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC   2018-03-09 2019-09-16
8. MARRIOTT VACATIONS WORLDWIDE CORP     2019-09-16
58. RED ROCK RESORTS INC-CLASS A     2019-09-16
4. MARRIOTT VACATIONS WORLDWIDE CORP   2018-06-25 2019-09-17
142. NUVECTRA CORP-WI     2019-09-17
3. MARRIOTT VACATIONS WORLDWIDE CORP   2018-09-14 2019-09-18
93. NUVECTRA CORP-WI   2019-05-03 2019-09-18
3. S&P GLOBAL INC   2018-03-09 2019-09-19
13. TRIBUNE MEDIA CO MERGED 9/19/19 @ $46.687397 P/S   2018-07-18 2019-09-19
1. BOOKING HOLDINGS INC   2018-03-09 2019-09-20
86. CHR HANSEN HOLDING -SPON ADR ADR SEDOL BJBQFW6   2018-10-24 2019-09-20
146. REPSOL SA SPONSORED ADR   2018-10-03 2019-09-20
12. ASGN INC   2019-04-04 2019-09-23
36. RED ROCK RESORTS INC-CLASS A     2019-09-23
7. ASGN INC     2019-09-24
19. RED ROCK RESORTS INC-CLASS A     2019-09-25
2. BOOKING HOLDINGS INC   2018-03-09 2019-09-26
64. GEO GROUP INC/THE   2018-03-09 2019-09-26
4. SBA COMMUNICATIONS CORP   2018-03-09 2019-09-26
8. MIMECAST LTD SEDOL BYT5JK6   2018-04-12 2019-09-26
40. MIMECAST LTD SEDOL BYT5JK6     2019-09-26
18. RED ROCK RESORTS INC-CLASS A   2018-04-23 2019-09-27
21. MERIT MEDICAL SYSTEMS     2019-09-30
26. RED ROCK RESORTS INC-CLASS A     2019-09-30
98. TRI POINTE GROUP INC   2018-03-09 2019-09-30
3. TETRA TECH INC NEW COM   2019-02-11 2019-09-30
5. ISHARES TR RUSSELL 2000 VALUE INDEX FD   2019-04-22 2019-10-01
1. ISHARES TR RUSSELL 2000 VALUE INDEX FD   2018-04-25 2019-10-01
16. GRAY TELEVISION, INC. COM   2019-07-12 2019-10-02
3. AMEDISYS INC     2019-10-03
14. EAGLE BANCORP INC   2018-03-09 2019-10-03
10. ENTEGRIS, INC   2019-04-05 2019-10-03
11. EAGLE BANCORP INC   2018-03-09 2019-10-04
24. ELDORADO RESORTS INC NAME CHG 07/21/20     2019-10-04
18. LATTICE SEMICONDUCTOR CORP   2019-05-28 2019-10-04
4. MARRIOTT VACATIONS WORLDWIDE CORP   2018-09-14 2019-10-04
55. MERIT MEDICAL SYSTEMS     2019-10-04
5. WINGSTOP INC   2018-03-09 2019-10-04
18. DISCOVERY INC CLASS C   2019-07-25 2019-10-07
3. DISCOVERY INC CLASS C   2018-03-09 2019-10-07
6. EAGLE BANCORP INC   2018-03-09 2019-10-07
23. TEXAS ROADHOUSE INC   2018-11-20 2019-10-07
11. ENTEGRIS, INC   2019-04-05 2019-10-08
18. TEXAS ROADHOUSE INC     2019-10-08
18. RED ROCK RESORTS INC-CLASS A     2019-10-10
44. JAMES RIVER GROUP HOLDINGS LTD SEDOL BT8RWQ5     2019-10-10
71. BHP GROUP PLC ADR   2018-03-09 2019-10-11
80. BHP GROUP PLC ADR     2019-10-11
122. BED BATH AND BEYOND   2018-03-09 2019-10-14
5. DOLLAR GENERAL CORP     2019-10-14
21. INGEVITY CORP     2019-10-14
2. S&P GLOBAL INC   2018-03-09 2019-10-14
737. TESCO PLC SPON ADR   2019-04-30 2019-10-15
1. BOOKING HOLDINGS INC   2018-03-09 2019-10-18
82. FLOOR & DECOR HOLDINGS INC   2018-10-12 2019-10-21
9. TEXAS ROADHOUSE INC   2019-05-14 2019-10-21
31. ASGN INC     2019-10-23
36. ACADIA PHARMACEUTICALS INC     2019-10-23
37. ADDUS HOMECARE CORP     2019-10-23
68. ADDUS HOMECARE CORP     2019-10-23
43. ALBANY INTERNATIONAL CORP CL A     2019-10-23
9. AMEDISYS INC     2019-10-23
88. AMICUS THERAPEUTICS INC   2019-04-08 2019-10-23
104. ATRICURE INC     2019-10-23
150. ATRICURE INC     2019-10-23
24. AVALARA INC     2019-10-23
5. BIO-TECHNE CORP     2019-10-23
249. BOINGO WIRELESS INC     2019-10-23
53. BOINGO WIRELESS INC     2019-10-23
6. CHURCHILL DOWNS INC COM   2019-10-08 2019-10-23
54. CRYOLIFE INC     2019-10-23
57. CRYOLIFE INC     2019-10-23
28. CUBIC CORP     2019-10-23
83. ENCOMPASS HEALTH CORP     2019-10-23
9. ENCOMPASS HEALTH CORP   2018-03-09 2019-10-23
24. ENTEGRIS, INC     2019-10-23
14. ENVESTNET INC     2019-10-23
68. ENVESTNET INC     2019-10-23
35. EVERBRIDGE INC     2019-10-23
6. GENERAC HOLDINGS INC   2018-03-09 2019-10-23
23. GENERAC HOLDINGS INC     2019-10-23
17. GLOBAL BLOOD THERAPEUTICS IN     2019-10-23
72. GRAY TELEVISION, INC. COM     2019-10-23
110. HMS HLDGS CORP     2019-10-23
15. HAEMONETICS CORP     2019-10-23
6. IRHYTHM TECHNOLOGIES INC   2019-04-18 2019-10-23
26. IRHYTHM TECHNOLOGIES INC   2018-03-09 2019-10-23
7. INGEVITY CORP     2019-10-23
6. INGEVITY CORP   2018-03-09 2019-10-23
21. INSPERITY INC     2019-10-23
12. INSPERITY INC     2019-10-23
2600. ISHARES TR MSCI EAFE IDX   2009-05-14 2019-10-23
103. ISHARES TR MSCI EAFE IDX   2019-03-20 2019-10-23
15. JOHN BEAN TECHNOLOGY     2019-10-23
20. KINSALE CAPITAL GROUP INC     2019-10-23
9. KINSALE CAPITAL GROUP INC   2018-10-29 2019-10-23
40. LHC GROUP INC     2019-10-23
10. LHC GROUP INC     2019-10-23
76. LATTICE SEMICONDUCTOR CORP     2019-10-23
51. LIVEPERSON INC     2019-10-23
14. MARRIOTT VACATIONS WORLDWIDE CORP     2019-10-23
29. MARRIOTT VACATIONS WORLDWIDE CORP     2019-10-23
34. MOLINA HEALTHCARE INC     2019-10-23
8. MOLINA HEALTHCARE INC   2018-05-03 2019-10-23
116. PALOMAR HOLDINGS INC     2019-10-23
14. PAYLOCITY HOLDING CORP     2019-10-23
25. Q2 HOLDINGS INC     2019-10-23
212. R1 RCM INC     2019-10-23
188. R1 RCM INC     2019-10-23
57. RADIUS HEALTH INC     2019-10-23
60. RAPID7 INC     2019-10-23
7. RBC BEARINGS INC     2019-10-23
36. REALPAGE, INC.     2019-10-23
63. REALPAGE, INC.     2019-10-23
120. RED ROCK RESORTS INC-CLASS A     2019-10-23
82. RED ROCK RESORTS INC-CLASS A     2019-10-23
41. RYMAN HOSPITALITY PPTYS INC     2019-10-23
15. SAREPTA THERAPEUTICS INC     2019-10-23
321. EW SCRIPPS CO CLASS A     2019-10-23
45. SEMTECH CORP     2019-10-23
78. SINCLAIR BROADCAST GROUP INC CL A     2019-10-23
110. SINCLAIR BROADCAST GROUP INC CL A     2019-10-23
67. SUNRUN INC   2019-08-08 2019-10-23
47. SYNEOS HEALTH INC     2019-10-23
72. TANDEM DIABETES CARE INC     2019-10-23
15. TETRA TECH INC NEW COM   2019-02-11 2019-10-23
21. TEXAS ROADHOUSE INC     2019-10-23
9. TREX INC COM   2019-05-22 2019-10-23
41. TRINET GROUP INC     2019-10-23
107. TRUPANION INC     2019-10-23
60. ZAYO GROUP HOLDINGS INC MERGED 03/09/20 @ $35.00 P/S   2018-11-09 2019-10-23
3. AIR PRODUCTS & CHEMICALS INC   2018-03-09 2019-10-24
5. ANSYS INC     2019-10-24
32. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM   2018-10-24 2019-10-24
5. AUTODESK INC   2019-08-29 2019-10-24
4. BLACK KNIGHT INC-WHEN ISSUED   2019-03-20 2019-10-24
9. BLACK KNIGHT INC-WHEN ISSUED   2018-05-11 2019-10-24
8. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2019-08-15 2019-10-24
28. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2018-03-09 2019-10-24
16. BROWN & BROWN INC   2018-03-09 2019-10-24
14. CBRE GROUP INC   2018-03-09 2019-10-24
15. CSL LTD-SPONSORED ADR ADR SEDOL BN5TD14   2018-10-24 2019-10-24
5. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2018-10-24 2019-10-24
20. CARMAX INC   2018-03-09 2019-10-24
13. COPART INC   2018-03-09 2019-10-24
33. DISCOVERY INC CLASS C     2019-10-24
4. DOLLAR GENERAL CORP   2018-03-09 2019-10-24
3. DOMINO'S PIZZA, INC.   2019-05-29 2019-10-24
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35. EXPERIAN PLC SPON ADR   2018-10-24 2019-10-24
18. FNF GROUP-W/I   2018-08-15 2019-10-24
6. FIRST REPUBLIC BANK/FRAN     2019-10-24
7. GARTNER INC   2019-08-20 2019-10-24
26. HDFC BANK LTD SPON - ADR   2018-10-24 2019-10-24
2. HEICO CORP NEW CL A   2018-08-22 2019-10-24
5. HILTON WORLDWIDE HLDGS - W/I   2019-02-20 2019-10-24
13. LIBERTY FORMULA ONE SERIES C   2018-03-09 2019-10-24
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7. MARTIN MARIETTA MATLS INC   2018-03-09 2019-10-24
1. METTLER TOLEDO INTL INC   2018-10-24 2019-10-24
10. NESTLE S A SPONSORED ADR REPSTG REG SH   2018-10-24 2019-10-24
4. O REILLY AUTOMOTIVE INC   2018-03-09 2019-10-24
19. PERFORMANCE FOOD GROUP CO     2019-10-24
9. PROGRESSIVE CORP OHIO   2019-05-24 2019-10-24
8. REALPAGE, INC.   2018-03-09 2019-10-24
12. RESMED INC   2018-12-27 2019-10-24
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2. ROPER INDS INC NEW   2018-03-09 2019-10-24
6. SBA COMMUNICATIONS CORP   2018-03-09 2019-10-24
28. TAIWAN SEMICONDUCTOR MTG CO ADR   2018-04-11 2019-10-24
4. TRANSDIGM GROUP INC   2018-03-09 2019-10-24
12. TRANSUNION     2019-10-24
3. VAIL RESORTS INC COM     2019-10-24
10. VERISIGN INC   2018-03-09 2019-10-24
9. VERISK ANALYTICS INC   2018-03-09 2019-10-24
8. VULCAN MATERIALS CO   2018-03-09 2019-10-24
4. AON PLC EXCH 04/01/20   2018-03-09 2019-10-24
19. ARCH CAPITAL GROUP LTD   2018-03-09 2019-10-24
7. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2018-10-24 2019-10-24
12. IHS MARKIT LTD SEDOL BD0Q558   2019-05-01 2019-10-24
7. IHS MARKIT LTD SEDOL BD0Q558   2018-03-09 2019-10-24
5. WIX.COM LTD SEDOL BFZCHN7     2019-10-24
3015.448 AQR LONG-SHORT EQUITY-I   2018-05-21 2019-10-28
20. ALLIANCE DATA SYSTEMS CORP.   2018-08-17 2019-10-28
1397.337 BLACKROCK EVENT DRIVEN EQ-IS   2018-05-21 2019-10-28
342.075 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND   2018-05-21 2019-10-28
3809.741 GOTHAM ABSOLUTE RETURN-INS   2018-05-21 2019-10-28
108. HEWLETT PACKARD ENTERPRISE CO   2018-03-09 2019-10-28
7050.999 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I   2018-05-21 2019-10-28
33. AVNET INC   2018-03-09 2019-10-29
10. GENERAC HOLDINGS INC   2018-03-09 2019-10-29
23. PEGASYSTEMS INC   2019-10-24 2019-10-29
31. VALVOLINE INC   2018-03-09 2019-10-29
44. ANIXTER INTL INC   2018-03-09 2019-10-30
27. PRESTIGE CONSUMER HEALTHCARE INC   2018-03-09 2019-10-30
8. TCF FINL CORP   2018-03-09 2019-10-30
11. TACTILE SYSTEMS TECHNOLOGY I   2019-10-24 2019-10-30
34. VALVOLINE INC   2018-03-09 2019-10-30
2. AMERCO   2018-07-02 2019-10-31
1. LENDINGTREE INC   2019-10-24 2019-10-31
138. NASPERS LTD ADR     2019-10-31
9. SAIA INC   2019-10-24 2019-10-31
20. STERICYCLE INC   2019-04-24 2019-10-31
21. AMERICOLD REALTY TRUST   2019-03-11 2019-11-01
18. AXON ENTERPRISE INC   2019-10-24 2019-11-01
37. ROYAL DUTCH SHELL PLC ADR A     2019-11-01
22. APTIV PLC-WHEN ISSUED SEDOL B783TY6   2018-03-09 2019-11-01
32. TACTILE SYSTEMS TECHNOLOGY I   2019-10-24 2019-11-04
93. WHITING PETROLEUM CORP     2019-11-04
179. WHITING PETROLEUM CORP     2019-11-04
52. MURATA MFG CO LTD ADR UNSPON ADR   2019-03-20 2019-11-05
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12. AXON ENTERPRISE INC   2019-10-24 2019-11-06
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33. MIMECAST LTD SEDOL BYT5JK6   2019-10-30 2019-11-06
54. MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC   2018-03-09 2019-11-11
20. MADDEN STEVEN LTD   2019-10-24 2019-11-11
31. ADIDAS AG SPONSORED ADR   2018-04-11 2019-11-13
10. TOPBUILD CORP   2019-10-24 2019-11-13
533. OFFICE DEPOT INC   2019-04-08 2019-11-14
21. AVNET INC   2018-11-15 2019-11-15
19. AVNET INC     2019-11-15
143. TORAY INDUSTRIES - ADR ISIN US8908802064     2019-11-15
396. TORAY INDUSTRIES - ADR ISIN US8908802064     2019-11-15
60. HEWLETT PACKARD ENTERPRISE CO   2018-03-09 2019-11-18
25. CITIZENS FINANCIAL GROUP   2018-03-09 2019-11-19
161. MILACRON HOLDINGS CORP   2018-03-09 2019-11-22
42. MILACRON HOLDINGS CORP   2019-04-23 2019-11-22
34. MILACRON HOLDINGS CORP   2018-08-08 2019-11-22
6. QUAKER CHEMICAL CORPORATION   2019-10-24 2019-11-22
11. MERCURY SYSTEMS INC   2019-10-04 2019-11-25
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15. INTEGER HOLDINGS CORPORATION     2019-11-26
5. MARTIN MARIETTA MATLS INC   2018-03-09 2019-11-26
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323. SECOM LTD UNSPON ADR   2018-03-09 2019-11-26
461. UBI SOFT ENTERTAIN UNSPON ADR   2019-05-28 2019-11-29
60. CAMBREX CORP COM   2019-10-24 2019-12-03
22. AXA EQUITABLE HOLDINGS INC NAME CHG 01/14/2020   2018-05-11 2019-12-05
27. AXA EQUITABLE HOLDINGS INC NAME CHG 01/14/2020   2019-05-16 2019-12-05
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12. TCF FINL CORP   2018-03-09 2019-12-06
128. GEO GROUP INC/THE   2018-03-09 2019-12-09
300. CHR HANSEN HOLDING -SPON ADR ADR SEDOL BJBQFW6   2018-10-24 2019-12-10
42. MARATHON OIL CORP COM   2018-03-09 2019-12-10
43. MURPHY OIL CORP   2018-03-09 2019-12-10
5. ASML HOLDING NV-NY SEDOL B908F01   2019-05-23 2019-12-12
15. AMERICOLD REALTY TRUST     2019-12-13
25. PATTERSON COS INC   2018-03-09 2019-12-13
15. TRIMAS CORP   2018-03-09 2019-12-13
32. AMERICOLD REALTY TRUST   2018-09-27 2019-12-16
29. DARLING INGREDIENTS INC   2018-08-10 2019-12-16
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29. DISCOVERY INC CLASS C   2018-05-22 2019-12-16
10. GENERAC HOLDINGS INC   2018-03-09 2019-12-16
52. PATTERSON COS INC   2018-03-09 2019-12-16
7. GENERAC HOLDINGS INC   2018-03-09 2019-12-18
82. BED BATH AND BEYOND   2018-03-09 2019-12-19
270. MCDERMOTT INTL INC SEDOL 2550310     2019-12-19
116. MCDERMOTT INTL INC SEDOL 2550310   2018-10-31 2019-12-19
20. PPL CORPORATION COM     2019-12-19
44. NEWS CORP/NEW-CL A-W/I   2018-03-09 2019-12-20
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7. MICROSOFT CORP   2019-04-05 2020-01-06
5. MURPHY USA INC-W/I   2019-08-06 2020-01-07
1. TRANSDIGM GROUP INC   2019-12-27 2020-01-07
12. AXON ENTERPRISE INC   2019-10-24 2020-01-08
131. LANTHEUS HOLDINGS INC   2019-10-24 2020-01-14
21. CITIZENS FINANCIAL GROUP   2018-03-09 2020-01-15
106. ROYAL DSM N V SPONSORED ADR     2020-01-15
10. CENTENE CORP   2019-10-16 2020-01-16
38. ROCHE HOLDINGS LTD ADR     2020-01-16
21. AIA GROUP LTD SPONSORED ADR   2019-11-05 2020-01-17
48. COMPASS GROUP PLC-SPON ADR SEDOL BZBY5H7     2020-01-17
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101. HEWLETT PACKARD ENTERPRISE CO   2018-03-09 2020-01-17
.7 PDC ENERGY INC   2018-03-09 2020-01-17
2. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2018-10-24 2020-01-17
28. TENCENT HOLDINGS LTD UNSPON ADR   2018-11-07 2020-01-17
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8. CHUBB LTD SEDOL B3BQMF6   2018-10-24 2020-01-17
46. BAE SYSYTEMS PLC SPONSORED ADR   2018-03-09 2020-01-21
43. NEOGENOMICS INC COM NEW     2020-01-21
40. SELECT ENERGY SERVICES INC-A   2019-10-24 2020-01-22
100. SELECT ENERGY SERVICES INC-A     2020-01-22
29. ALLEGHENY TECHNOLOGIES INC   2018-03-09 2020-01-23
4. CACI INTL INC CL A   2018-03-09 2020-01-23
136. HEWLETT PACKARD ENTERPRISE CO   2018-03-09 2020-01-23
40. STARBUCKS CORP COM     2020-01-23
24. ALLEGHENY TECHNOLOGIES INC   2018-03-09 2020-01-27
3. AIR PRODUCTS & CHEMICALS INC   2018-03-09 2020-01-29
15. CAROLINA FINANCIAL CORP MERGED 05/01/20   2018-07-06 2020-01-29
32. MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC   2018-03-09 2020-01-29
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64. KRATOS DEFENSE SECURITY SOLUTIONS INC   2019-10-24 2020-01-30
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29. RWE AG SPONSORED ADR REPSTG ORD PAR   2019-08-20 2020-01-31
63. UNITED BANKSHARES INC WEST V COM   2018-03-09 2020-01-31
96. ESSILOR INTL ADR     2020-02-03
43. STARBUCKS CORP COM   2018-07-31 2020-02-03
161. WHITING PETROLEUM CORP   2018-03-09 2020-02-03
177. WHITING PETROLEUM CORP     2020-02-05
59. WHITING PETROLEUM CORP     2020-02-05
8. WNS HOLDINGS LTD ADR   2019-10-24 2020-02-06
67. BROWN & BROWN INC   2018-03-09 2020-02-11
11. MICROSOFT CORP   2018-10-10 2020-02-11
27. AVIS BUDGET GROUP INC   2018-03-09 2020-02-12
63. ECOLAB INC   2018-03-09 2020-02-12
25. EQUITABLE HOLDINGS INC   2018-05-11 2020-02-12
24. INTERPUBLIC GROUP COS INC COM   2019-11-08 2020-02-13
14. INTERPUBLIC GROUP COS INC COM   2018-07-27 2020-02-13
7. QUALYS INC   2019-10-24 2020-02-13
188. WHITING PETROLEUM CORP   2019-07-17 2020-02-13
16. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2018-10-24 2020-02-14
24. VERISK ANALYTICS INC   2018-03-09 2020-02-14
20. FNF GROUP-W/I     2020-02-18
5. GEO GROUP INC/THE   2018-03-09 2020-02-18
14. GEO GROUP INC/THE   2019-03-14 2020-02-18
367. KOSMOS ENERGY LTD     2020-02-18
91. CNO FINANCIAL GROUP INC   2018-03-09 2020-02-19
2. CACI INTL INC CL A   2018-03-09 2020-02-19
19. AVIS BUDGET GROUP INC     2020-02-20
103. LIVENT CORP     2020-02-20
107. ROYAL DUTCH SHELL PLC ADR A   2018-03-09 2020-02-21
17. ROYAL DUTCH SHELL PLC ADR A   2019-06-06 2020-02-21
54. TRI POINTE GROUP INC     2020-02-21
15. AVIS BUDGET GROUP INC   2018-08-09 2020-02-24
12. AXON ENTERPRISE INC   2019-10-24 2020-02-24
12. BWX TECHNOLOGIES INC     2020-02-24
40. KEYCORP NEW   2019-03-25 2020-02-24
14. NEOGENOMICS INC COM NEW   2019-10-24 2020-02-24
40. TRI POINTE GROUP INC   2018-08-30 2020-02-24
12. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2018-03-09 2020-02-25
6. COGENT COMMUNICATIONS HOLDINGS INC   2019-10-24 2020-02-25
54. SENSIENT TECHNOLOGIES CORP     2020-02-25
20. TABULA RASA HEALTHCARE INC   2019-10-24 2020-02-26
84. ENGIE ADR SEDOL BYY9W15   2018-03-09 2020-02-27
284. OFFICE DEPOT INC   2019-04-08 2020-02-27
40. OFFICE DEPOT INC   2018-03-09 2020-02-27
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240. ROYAL DSM N V SPONSORED ADR   2018-03-09 2020-02-27
61. ADIENT PLC SEDOL BD845X2     2020-02-27
268. AXA SPONSORED ADR   2018-03-09 2020-02-28
5. AXA SPONSORED ADR   2019-03-20 2020-02-28
20. PERFORMANCE FOOD GROUP CO   2018-03-09 2020-02-28
59. REPSOL SA SPONSORED ADR   2019-03-20 2020-02-28
395. REPSOL SA SPONSORED ADR     2020-02-28
26. ADIDAS AG SPONSORED ADR     2020-03-02
5. APPFOLIO INC - A   2019-10-24 2020-03-02
30. HAIN CELESTIAL GROUP INC COM   2018-03-09 2020-03-02
21. CALAVO GROWERS INC   2019-10-24 2020-03-03
9. ENDAVA PLC- SPON ADR SEDOL BZ0WK66   2019-10-24 2020-03-03
54. AIA GROUP LTD SPONSORED ADR   2019-11-05 2020-03-04
75. AT&T INC   2018-03-09 2020-03-04
62. ABBOTT LABORATORIES INC   2018-03-09 2020-03-04
5. ADIDAS AG SPONSORED ADR   2018-10-24 2020-03-04
1. AIR PRODUCTS & CHEMICALS INC   2018-03-09 2020-03-04
21. ALLSTATE CORP   2018-03-09 2020-03-04
1. ALPHABET INC/CA-CL C   2019-05-03 2020-03-04
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26. AMADEUS IT GROUP S A ADR   2018-10-24 2020-03-04
43. AMPHENOL CORP NEW CL A   2018-03-09 2020-03-04
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31. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM   2018-10-24 2020-03-04
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6. AUTOMATIC DATA PROCESSING INC   2020-02-18 2020-03-04
7. BAE SYSYTEMS PLC SPONSORED ADR   2018-03-09 2020-03-04
16. WR BERKLEY CORP   2018-03-09 2020-03-04
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1. BLACK KNIGHT INC-WHEN ISSUED   2018-05-11 2020-03-04
1384.198 BLACKROCK TOTAL RETURN-I   2018-03-09 2020-03-04
1. BOOKING HOLDINGS INC   2018-03-09 2020-03-04
50. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2018-03-09 2020-03-04
9. BROOKFIELD PPTY REIT INC   2019-09-26 2020-03-04
39. BROWN & BROWN INC   2018-03-09 2020-03-04
15. BROWN FORMAN CORP CL B   2018-03-12 2020-03-04
5. CBRE GROUP INC   2018-03-09 2020-03-04
13. CIGNA CORP   2019-01-04 2020-03-04
27. CSL LTD-SPONSORED ADR ADR SEDOL BN5TD14   2018-10-24 2020-03-04
33. CVS CAREMARK CORP   2018-03-09 2020-03-04
7. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2018-10-24 2020-03-04
25. CARDINAL HEALTH INC   2018-03-09 2020-03-04
29. CARMAX INC   2018-03-09 2020-03-04
4. CLEAN HARBORS INC   2018-03-09 2020-03-04
2. COGNEX CORP   2019-04-09 2020-03-04
18. COLFAX CORP   2018-03-09 2020-03-04
66. COMPASS GROUP PLC-SPON ADR SEDOL BZBY5H7   2018-04-11 2020-03-04
9. CONAGRA FOODS INC   2019-09-12 2020-03-04
1. CONMED CORP   2020-02-24 2020-03-04
28. COPART INC   2018-03-09 2020-03-04
4. CULLEN FROST BANKERS INC   2019-12-17 2020-03-04
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7. DELTA AIR LINES INC   2020-01-06 2020-03-04
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83. E.ON SE ADR   2018-03-09 2020-03-04
18. EDISON INTL   2018-07-11 2020-03-04
14. ELANCO ANIMAL HEALTH INC     2020-03-04
7. ELANCO ANIMAL HEALTH INC   2019-02-26 2020-03-04
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2. ENPRO INDUSTRIES INC   2018-03-09 2020-03-04
1. ENVISTA HOLDINGS CORP   2019-12-17 2020-03-04
17. EQUITY RESIDENTIAL PPTYS TR SBI   2018-03-09 2020-03-04
24. ESSILOR INTL ADR   2018-04-11 2020-03-04
10. EXPEDITORS INTERNATIONAL WASHINGTON INC   2018-03-09 2020-03-04
84. EXPERIAN PLC SPON ADR   2018-10-24 2020-03-04
2. F N B CORP COM   2018-03-09 2020-03-04
10. FACEBOOK INC   2018-03-22 2020-03-04
25. FASTENAL CO   2019-07-11 2020-03-04
3. FASTENAL CO   2018-03-09 2020-03-04
10. FNF GROUP-W/I   2018-03-09 2020-03-04
198.241 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2018-03-09 2020-03-04
5. FIRST REPUBLIC BANK/FRAN   2018-07-30 2020-03-04
11. FLOOR & DECOR HOLDINGS INC   2018-10-12 2020-03-04
9. GCI LIBERTY INC - CLASS A   2018-03-09 2020-03-04
6. GARTNER INC   2020-02-27 2020-03-04
28. GEBERIT AG-UNSP ADR ADR SEDOL B608VP7   2019-01-10 2020-03-04
2. GENERAC HOLDINGS INC   2018-03-09 2020-03-04
19. GLACIER BANCORP INC   2018-03-09 2020-03-04
7. GUIDEWIRE SOFTWARE INC     2020-03-04
23. HDFC BANK LTD SPON - ADR   2018-10-24 2020-03-04
28. HD SUPPLY HOLDINGS INC   2019-06-25 2020-03-04
1. HEICO CORP NEW CL A   2019-11-06 2020-03-04
1. HERCULES CAPITAL INC   2019-03-14 2020-03-04
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5. HILTON WORLDWIDE HLDGS - W/I   2019-02-20 2020-03-04
5. HOWARD HUGHES CORP THE-W I   2018-03-09 2020-03-04
4. HYATT HOTELS CORP CL A     2020-03-04
1. IDEXX LABS INC COM   2018-08-03 2020-03-04
55. INDUSTRIA DE DISENO TEXTIL IND ADR     2020-03-04
20. INTEL CORP   2018-03-09 2020-03-04
3. INTER PARFUMS INC   2019-10-24 2020-03-04
16. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-07-09 2020-03-04
22. IQVIA HOLDINGS INC   2019-05-02 2020-03-04
77. ISHARES TR S&P 500 INDEX FD   2016-05-19 2020-03-04
5. JOHNSON & JOHNSON COM   2018-03-09 2020-03-04
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10. KEMPER CORP   2019-04-22 2020-03-04
48. KENNEDY WILSON HOLDINGS INC     2020-03-04
8. KRATOS DEFENSE SECURITY SOLUTIONS INC   2019-10-24 2020-03-04
34. LVMH MOET HENNESSY LOUIS ADR   2018-04-11 2020-03-04
8. LABORATORY CORP OF AMERICA HLDG   2018-03-09 2020-03-04
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6. LIBERTY FORMULA ONE SERIES C   2018-03-09 2020-03-04
11. LOWES COMPANIES INC   2018-03-09 2020-03-04
6. LULULEMON ATHLETICA INC   2019-11-22 2020-03-04
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3. MSCI INC   2018-07-30 2020-03-04
21. MARSH & MCLENNAN COS INC COM   2018-03-09 2020-03-04
2. MARTIN MARIETTA MATLS INC     2020-03-04
18. MASTERCARD INC CL A   2018-03-09 2020-03-04
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3. MERCK & CO INC   2018-03-09 2020-03-04
1. MERCURY SYSTEMS INC   2019-10-04 2020-03-04
1. MESA LABS INC   2019-10-24 2020-03-04
2. METTLER TOLEDO INTL INC   2018-10-24 2020-03-04
502.601 METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I   2018-03-09 2020-03-04
1. MICHAELS COS INC/THE   2018-03-09 2020-03-04
28. MICROSOFT CORP   2018-10-10 2020-03-04
8. MICROCHIP TECHNOLOGY INC   2018-03-09 2020-03-04
7. MOHAWK INDS INC   2018-07-26 2020-03-04
42. MONDELEZ INTERNATIONAL   2018-03-09 2020-03-04
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2. MOTOROLA SOLUTIONS INC   2020-02-18 2020-03-04
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9. MURATA MFG CO LTD ADR UNSPON ADR   2018-11-15 2020-03-04
2. NEOGENOMICS INC COM NEW   2019-10-24 2020-03-04
18. NESTLE S A SPONSORED ADR REPSTG REG SH   2018-10-24 2020-03-04
3. NEW MARKET CORPORATION   2018-03-09 2020-03-04
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12. NIKE INC CL B   2019-11-18 2020-03-04
3. NLIGHT INC   2020-01-07 2020-03-04
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4. O REILLY AUTOMOTIVE INC   2018-03-09 2020-03-04
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9. PFIZER INC COM   2020-01-10 2020-03-04
11. PROGRESSIVE CORP OHIO   2019-05-24 2020-03-04
116. PROSUS NV -SPON ADR SEDOL BKT6LC7   2019-09-18 2020-03-04
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28. RWE AG SPONSORED ADR REPSTG ORD PAR   2019-08-20 2020-03-04
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12. ROSS STORES INC     2020-03-04
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76. SCHWAB CHARLES CORP NEW   2018-03-09 2020-03-04
407. SCHWAB US REIT ETF   2018-03-09 2020-03-04
12. SELECT ENERGY SERVICES INC-A   2019-10-24 2020-03-04
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68. SIKA AG-BR-ADR ADR SEDOL B98D285   2020-01-17 2020-03-04
5. SITEONE LANDSCAPE SUPPLY INC   2019-10-24 2020-03-04
14. SLACK TECHNOLOGIES INC- CL A   2019-06-26 2020-03-04
2. SOUTH STATE CORP   2018-12-04 2020-03-04
1. SQUARE INC - A   2019-08-15 2020-03-04
57. STERICYCLE INC     2020-03-04
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15. SUMMIT MATERIALS INC -CL A   2018-09-04 2020-03-04
35. TJX COS INC NEW COM   2019-07-30 2020-03-04
1. TABULA RASA HEALTHCARE INC   2019-10-24 2020-03-04
40. TAIWAN SEMICONDUCTOR MTG CO ADR   2018-04-11 2020-03-04
40. TENCENT HOLDINGS LTD UNSPON ADR     2020-03-04
840.241 TOUCHSTONE SANDS EM GR-INST FUND 565   2018-03-09 2020-03-04
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9. TRIMAS CORP   2018-03-09 2020-03-04
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299. BASF SE SPONSORED ADR   2018-09-25 2020-03-11
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118. APACHE CORP COM     2020-03-12
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17. AVNET INC   2020-03-04 2020-03-12
67. AVNET INC     2020-03-12
365. BED BATH AND BEYOND     2020-03-12
56. BED BATH AND BEYOND   2018-03-09 2020-03-12
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135. CIT GROUP INC     2020-03-12
224. CNO FINANCIAL GROUP INC     2020-03-12
182. CNO FINANCIAL GROUP INC     2020-03-12
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143. COMMSCOPE HOLDING CO INC     2020-03-12
86. CORNING INC     2020-03-12
160. CORNING INC     2020-03-12
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432. EQUINOR ASA SPONSORED ADR SEDOL BF4K3J0     2020-03-12
196. EQUITABLE HOLDINGS INC     2020-03-12
56. EQUITABLE HOLDINGS INC   2020-03-04 2020-03-12
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71. NAVISTAR INTL NEW COM     2020-03-12
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417. OFFICE DEPOT INC   2019-08-15 2020-03-12
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89. ADIENT PLC SEDOL BD845X2     2020-03-12
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74. FIRST HORIZON NATL CORP   2018-12-19 2020-03-18
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422. HALLIBURTON CO     2020-03-19
390. HALLIBURTON CO     2020-03-19
19. I3 VERTICALS INC-CLASS A     2020-03-19
44. MATTHEWS INTL CORP CL A   2018-03-09 2020-03-19
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13. TRIMAS CORP   2018-03-09 2020-03-19
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162. MATADOR RESOURCES CO     2020-03-20
51. MATADOR RESOURCES CO     2020-03-20
17. MICROSOFT CORP   2018-10-10 2020-03-20
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25. BARRICK GOLD CORP   2020-03-12 2020-03-25
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78. BIG LOTS INC     2020-03-26
15. BIG LOTS INC   2020-03-04 2020-03-26
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35. KOHLS CORP COM   2020-03-12 2020-03-30
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660. MARATHON OIL CORP COM   2018-03-09 2020-04-09
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20. INTER PARFUMS INC   2019-10-24 2020-04-14
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63. MADDEN STEVEN LTD     2020-04-21
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173. OCCIDENTAL PETE CORP COM     2020-04-23
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23. MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC   2018-03-09 2020-04-27
2. DARDEN RESTAURANTS INC W I   2020-04-21 2020-04-28
135. GEBERIT AG-UNSP ADR ADR SEDOL B608VP7   2019-01-10 2020-04-28
18. J & J SNACK FOODS CORP   2019-10-24 2020-04-28
7. WILLIS TOWERS WATSON PLC SEDOL BDB6Q21   2020-03-12 2020-04-28
32. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2018-12-26 2020-04-28
3. ASML HOLDING NV-NY SEDOL B908F01   2020-01-17 2020-04-29
29. MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC   2018-03-09 2020-04-30
1. METTLER TOLEDO INTL INC   2018-10-24 2020-04-30
.748 RAYTHEON TECHNOLOGIES CORP COM   2018-03-09 2020-04-30
4. SBA COMMUNICATIONS CORP   2020-04-24 2020-04-30
3. VERISK ANALYTICS INC   2018-03-09 2020-04-30
12. MEDPACE HOLDINGS INC   2020-02-04 2020-05-01
6. QUALYS INC   2019-10-24 2020-05-01
6. CBOE GLOBAL MARKETS INC   2020-03-12 2020-05-05
307. PROSUS NV -SPON ADR SEDOL BKT6LC7     2020-05-07
.49 UNITED BANKSHARES INC WEST V COM   2018-03-09 2020-05-07
29. ABBOTT LABORATORIES INC   2018-03-09 2020-05-08
40. BARRICK GOLD CORP   2020-03-12 2020-05-08
88. CONAGRA FOODS INC   2019-09-12 2020-05-08
51. ESSILOR INTL ADR   2018-04-11 2020-05-08
26. MAXIMUS INC   2019-10-24 2020-05-08
21. SITEONE LANDSCAPE SUPPLY INC   2019-10-24 2020-05-08
20. AMBARELLA INC SEDOL B7KH3G6   2018-03-09 2020-05-08
1. AMBARELLA INC SEDOL B7KH3G6   2020-03-04 2020-05-08
33. CHEGG INC     2020-05-13
14. MOLSON COORS BREWING COMPANY   2020-03-12 2020-05-13
27. ARMSTRONG WORLD INDUSTRIE - WI   2020-01-30 2020-05-14
8. AXON ENTERPRISE INC   2019-10-24 2020-05-14
12. PEGASYSTEMS INC     2020-05-14
7. QUIDEL CORP   2020-04-23 2020-05-14
36. PROASSURANCE CORPORATION     2020-05-15
21. PROASSURANCE CORPORATION     2020-05-15
10. SILICON LABORATORIES INC   2019-10-24 2020-05-15
34. BJ'S WHOLESALE CLUB HOLDINGS     2020-05-18
1. BANKUNITED INC   2018-03-09 2020-05-18
3. BLACKSTONE MORTGAGE TRUST   2020-03-04 2020-05-18
7. BLACKSTONE MORTGAGE TRUST   2018-03-09 2020-05-18
50. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2018-03-09 2020-05-18
1. CACI INTL INC CL A   2020-03-04 2020-05-18
3. CACI INTL INC CL A   2018-03-09 2020-05-18
7. CARMAX INC   2020-04-30 2020-05-18
13. CARMAX INC   2018-03-09 2020-05-18
1. CARTER'S INC   2018-10-01 2020-05-18
11. CIMAREX ENERGY CO   2020-03-12 2020-05-18
17. DEVON ENERGY CORP NEW   2020-03-12 2020-05-18
1. DYNEX CAPITAL INC   2019-07-23 2020-05-18
103. ELANCO ANIMAL HEALTH INC   2019-02-26 2020-05-18
28. FNF GROUP-W/I   2018-03-09 2020-05-18
2. FIRST HORIZON NATL CORP   2018-03-09 2020-05-18
2. FORWARD AIR CORP COM   2020-03-04 2020-05-18
11. FORWARD AIR CORP COM   2018-03-09 2020-05-18
2. GENERAC HOLDINGS INC   2018-03-09 2020-05-18
1. GRACE W R & CO DEL NEW COM   2018-03-09 2020-05-18
2. HERCULES CAPITAL INC   2019-03-14 2020-05-18
8. HESS CORPORATION   2020-02-18 2020-05-18
1. HEXCEL CORP   2020-01-07 2020-05-18
1. HOSTESS BRANDS INC   2018-03-09 2020-05-18
11. JACOBS ENGINEERING GROUP INC   2020-03-12 2020-05-18
1. LEXINGTON CORPORATION PROPERTIES TRUST   2020-03-04 2020-05-18
2. O-I GLASS INC   2018-03-09 2020-05-18
1. OLIN CORP PAR $1   2018-03-09 2020-05-18
1. PDC ENERGY INC   2018-03-09 2020-05-18
1. PINNACLE FINANCIAL   2020-03-11 2020-05-18
1. PRESTIGE CONSUMER HEALTHCARE INC   2020-03-04 2020-05-18
11. PROASSURANCE CORPORATION   2019-08-01 2020-05-18
19. PROASSURANCE CORPORATION     2020-05-18
10. SENSIENT TECHNOLOGIES CORP     2020-05-18
1. SILGAN HLDGS INC   2020-03-04 2020-05-18
1. STERLING BANCORP   2018-03-09 2020-05-18
56. VISTA OUTDOOR INC-WI   2018-03-09 2020-05-18
72. WPX ENERGY INC   2020-03-12 2020-05-18
22. YUM CHINA HOLDINGS INC -W/I   2020-03-12 2020-05-18
1. THE BANK OF N T BUTTERFIELD SEDOL BD8FF02   2018-03-09 2020-05-18
2. CACI INTL INC CL A   2018-03-09 2020-05-19
8. LHC GROUP INC     2020-05-19
1. BARLAYS PLC ADS 06738E204 CLASS ACTION   2001-01-01 2020-05-19
28. METHODE ELECTRS INC CL A   2018-03-09 2020-05-19
6. PROASSURANCE CORPORATION   2019-05-07 2020-05-19
37. SYKES ENTERPRISES INC COM   2018-03-09 2020-05-19
3. SYKES ENTERPRISES INC COM   2020-03-04 2020-05-19
67. CHUBB LTD SEDOL B3BQMF6   2018-10-24 2020-05-19
3. ALPHABET INC/CA-CL C   2018-03-09 2020-05-20
10. FACEBOOK INC   2020-03-06 2020-05-20
39. GOOSEHEAD INSURANCE INC -A     2020-05-20
24. INTER PARFUMS INC   2019-10-24 2020-05-20
3. PROASSURANCE CORPORATION   2019-05-03 2020-05-20
31. BARRICK GOLD CORP   2020-03-12 2020-05-22
1. HUMANA INC   2020-03-12 2020-05-22
19. LEMAITRE VASCULAR INC   2019-12-13 2020-05-22
83. MOLSON COORS BREWING COMPANY   2020-03-12 2020-05-22
3. VAIL RESORTS INC COM     2020-05-22
38. CISCO SYS INC COM   2018-03-09 2020-05-26
35. CONOCOPHILLIPS   2018-03-09 2020-05-26
14. DOLLAR TREE INC   2018-03-09 2020-05-26
49. DUPONT DE NEMOURS INC-WI   2018-03-09 2020-05-26
24. INTEL CORP   2018-03-09 2020-05-26
15. LOWES COMPANIES INC   2018-03-09 2020-05-26
24. ORACLE CORP   2018-03-09 2020-05-26
27. PFIZER INC COM   2020-01-10 2020-05-26
78. AIA GROUP LTD SPONSORED ADR   2018-04-11 2020-05-27
2. AIA GROUP LTD SPONSORED ADR   2019-11-05 2020-05-27
4813.899 AQR LONG-SHORT EQUITY-I   2018-05-21 2020-05-27
8. BJ'S WHOLESALE CLUB HOLDINGS   2020-05-22 2020-05-27
12. CAL MAINE FOODS INC NEW     2020-05-27
3472.998 GOTHAM ABSOLUTE RETURN-INS   2018-05-21 2020-05-27
11. HAIN CELESTIAL GROUP INC COM   2018-03-09 2020-05-27
4761.622 361 GLOBAL LNG/SHRT EQ-Y   2019-10-28 2020-05-27
6656.031 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I   2018-05-21 2020-05-27
4216.019 PGIM QMA LONG/SHORT EQTY-Q   2019-10-28 2020-05-27
13. BARRICK GOLD CORP   2020-03-12 2020-05-28
8. HAIN CELESTIAL GROUP INC COM   2018-03-09 2020-05-28
1. VAIL RESORTS INC COM   2018-06-20 2020-05-28
24. CULLEN FROST BANKERS INC   2019-12-17 2020-05-29
31. DEUTSCHE BOERSE AG UNSPN ADR   2018-03-09 2020-05-29
4. DOLLAR GENERAL CORP   2018-03-09 2020-05-29
12. FIRST REPUBLIC BANK/FRAN     2020-05-29
13. LIBERTY GLOBAL PLC SEDOL B8W6766   2018-03-09 2020-05-29
36. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2018-03-09 2020-05-29
26. FLOOR & DECOR HOLDINGS INC     2020-06-01
4. AMERCO     2020-06-02
4. BLACK KNIGHT INC-WHEN ISSUED   2018-05-11 2020-06-02
5. EASTERLY GOVERNMENT PROPERTI   2020-03-04 2020-06-02
16. EASTERLY GOVERNMENT PROPERTI   2018-03-26 2020-06-02
5. LHC GROUP INC   2020-04-16 2020-06-02
6. OLLIE'S BARGAIN OUTLET HOLDI   2020-04-16 2020-06-02
82. SIEMENS HEALTHINEE-UNSP ADR SEDOL BG0KD79   2019-03-27 2020-06-02
5. TRANSUNION   2018-03-09 2020-06-02
14. IHS MARKIT LTD SEDOL BD0Q558   2018-03-09 2020-06-02
4. APPFOLIO INC - A   2019-10-24 2020-06-04
11. BARRICK GOLD CORP   2020-03-12 2020-06-04
7. STANLEY BLACK & DECKER INC   2020-03-12 2020-06-04
13. CHARLES RIV LABORATORIES INTL INC   2020-04-16 2020-06-05
38. HSBC HLDGS PLC SPONSORED ADR NEW   2020-03-04 2020-06-08
171. HSBC HLDGS PLC SPONSORED ADR NEW     2020-06-08
2. CUMMINS INC   2020-03-12 2020-06-09
2. PACKAGING CORP OF AMERICA COM   2020-03-12 2020-06-09
10. YETI HOLDINGS INC     2020-06-10
2. CBOE GLOBAL MARKETS INC   2020-03-12 2020-06-11
1. HUMANA INC   2020-03-12 2020-06-11
.013 SOUTH STATE CORP   2018-12-04 2020-06-11
3. STANLEY BLACK & DECKER INC   2020-03-12 2020-06-11
4. CBOE GLOBAL MARKETS INC   2020-03-12 2020-06-12
14. FULLER H B CO COM   2018-03-09 2020-06-16
32. FULLER H B CO COM     2020-06-17
557. JAPAN AIRLINES CO-UNP ADR ADR SEDOL BFZB9N8     2020-06-18
7. LOEWS CORPORATION   2020-03-12 2020-06-18
2. CUMMINS INC   2020-03-12 2020-06-22
8. MASCO CORP COM   2020-03-12 2020-06-22
2. PACKAGING CORP OF AMERICA COM   2020-03-12 2020-06-22
8. PARK HOTELS & RESORTS INC-   2020-03-12 2020-06-22
1. VAIL RESORTS INC COM   2018-06-20 2020-06-22
47. ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2019-03-20 2020-06-23
8. ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2020-01-23 2020-06-23
5. AIA GROUP LTD SPONSORED ADR   2018-04-11 2020-06-23
136. ACCOR SAF UNSPON ADR   2019-09-09 2020-06-23
30. ADECCO GROUP SA   2019-11-27 2020-06-23
5. AIRBUS SE ADR   2019-03-20 2020-06-23
1. ALIBABA GROUP HOLDING LTD ADR SEDOL BP41ZD1   2020-04-30 2020-06-23
2. BAE SYSYTEMS PLC SPONSORED ADR   2018-03-09 2020-06-23
16. CAPGEMINI SE - UNSPONSOR ADR SEDOL BF0ZJQ8   2019-09-10 2020-06-23
26. CHEGG INC   2019-10-24 2020-06-23
38. COMPAGNIE DE SAINT-UNSP ADR ADR SEDOL B3K9YH2   2019-12-06 2020-06-23
123. DANONE SPONS ADR   2019-06-03 2020-06-23
9. DEUTSCHE BOERSE AG UNSPN ADR   2018-03-09 2020-06-23
9. DEUTSCHE POST AG SPON ADR   2018-04-18 2020-06-23
39. FANUC CORP ADR   2018-08-15 2020-06-23
4. HITACHI LTD ADR 10 COMMON   2019-06-06 2020-06-23
67. JULIS BAER GROUP LTD UN SPON ADR   2018-03-09 2020-06-23
1. KBC GROEP NV UNSP ADR   2020-03-10 2020-06-23
3. KONINKLIJKE AHOLD DELHAIZE ADR SEDOL BD9FL92   2020-03-24 2020-06-23
13. NOVOZYMES A/S UNSPONSORED ADR   2020-03-25 2020-06-23
40. NUTRIEN LTD SEDOL BDRJLN0   2019-06-12 2020-06-23
4. RECKITT BENCKISER-SPON ADR ADR SEDOL B93K0B0   2020-04-29 2020-06-23
11. SIEMENS HEALTHINEE-UNSP ADR SEDOL BG0KD79   2019-03-27 2020-06-23
2. FRANKLIN ELECTRIC INC   2020-03-04 2020-06-24
9. FRANKLIN ELECTRIC INC   2018-03-09 2020-06-24
8. YETI HOLDINGS INC   2020-04-09 2020-06-24
4. CHEGG INC   2019-10-24 2020-06-25
2. CUMMINS INC   2020-03-12 2020-06-25
11. ELANCO ANIMAL HEALTH INC   2019-02-26 2020-06-25
1. HUMANA INC   2020-03-12 2020-06-25
2. MSCI INC     2020-06-25
1. MOHAWK INDS INC   2018-07-26 2020-06-25
8. PEGASYSTEMS INC   2019-10-24 2020-06-25
8. PROGRESSIVE CORP OHIO   2019-05-24 2020-06-25
3. SBA COMMUNICATIONS CORP   2020-04-24 2020-06-25
2. UNITED RENTALS INC COM   2020-03-12 2020-06-25
16. LIBERTY GLOBAL PLC SEDOL B8W6766   2018-03-09 2020-06-25
22. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1     2020-06-25
6. D R HORTON INC   2020-03-12 2020-06-26
10. PRA HEALTH SCIENCES INC   2019-10-24 2020-06-26
9. QUIDEL CORP   2020-04-23 2020-06-26
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 729   527 202
b 766   1,092 -326
c 685   356 329
d 1,553   1,479 74
e 653   536 117
5,472   5,267 205
359   348 11
595   576 19
1,044   1,401 -357
2,182   1,738 444
1,230   1,069 161
486   384 102
457   630 -173
203   280 -77
1,678   1,750 -72
215   229 -14
6,443   7,431 -988
558   461 97
484   351 133
776   800 -24
2,528   5,049 -2,521
176   487 -311
1,748   1,772 -24
539   461 78
392   376 16
504   399 105
949   1,300 -351
4,168   1,741 2,427
953   912 41
725   701 24
478   445 33
283   141 142
1,818   1,376 442
899   758 141
833   718 115
525   830 -305
798   690 108
682   523 159
689   709 -20
3,730   2,401 1,329
464   430 34
1,508   1,262 246
245   588 -343
303   759 -456
1,057   1,194 -137
266   364 -98
6,013   4,038 1,975
485   420 65
478   342 136
6   5 1
862   974 -112
216   193 23
721   366 355
669   575 94
682   563 119
106   91 15
487   482 5
508   412 96
854   595 259
1,755   1,804 -49
1,366   1,186 180
1,024   848 176
673   563 110
829   478 351
130   114 16
559   1,028 -469
861   837 24
697   569 128
251   230 21
359   385 -26
553   345 208
610   439 171
432   220 212
1,194   2,522 -1,328
262   230 32
1,544   1,540 4
227   245 -18
3,960   3,837 123
497   427 70
877   735 142
270   230 40
132   73 59
3,362   2,050 1,312
659   367 292
1,515   1,841 -326
668   718 -50
5,920   7,610 -1,690
130   115 15
1,592   2,070 -478
664   519 145
2,944   8,125 -5,181
2,469   3,621 -1,152
224   171 53
347   527 -180
505   489 16
400   263 137
666   563 103
777   1,275 -498
223   179 44
729   642 87
638   526 112
544   459 85
1,032   1,250 -218
520   690 -170
655   541 114
1,884   1,406 478
829   560 269
2,901   2,726 175
1,264   1,480 -216
4,251   7,335 -3,084
970   1,171 -201
4,717   5,908 -1,191
410   259 151
555   464 91
3,944   2,942 1,002
2,557   2,357 200
1,756   1,267 489
795   720 75
1,980   1,527 453
2,470   1,828 642
462   862 -400
462   881 -419
505   461 44
198   386 -188
1,933   1,281 652
1,222   1,079 143
279   206 73
346   333 13
692   408 284
511   379 132
834   551 283
222   425 -203
223   245 -22
1,580   867 713
364   395 -31
428   542 -114
225   245 -20
1,958   1,682 276
1,305   1,110 195
694   1,061 -367
698   516 182
606   713 -107
808   773 35
254   305 -51
1,817   2,770 -953
583   819 -236
385   414 -29
592   800 -208
785   732 53
834   1,551 -717
450   412 38
505   616 -111
305   3,019 -2,714
28   335 -307
2,195   1,824 371
11,395   11,622 -227
848   879 -31
538   534 4
1,430   1,101 329
1,223   1,743 -520
2,238   2,557 -319
961   523 438
652   482 170
715   725 -10
537   562 -25
876   951 -75
1,298   1,958 -660
433   467 -34
193   2,271 -2,078
324   335 -11
134   594 -460
769   587 182
607   447 160
2,048   2,172 -124
1,795   2,187 -392
2,278   2,920 -642
748   781 -33
776   1,154 -378
440   452 -12
399   587 -188
3,945   4,343 -398
1,111   1,414 -303
988   661 327
293   305 -12
1,465   1,355 110
367   548 -181
635   1,188 -553
522   791 -269
1,450   1,584 -134
259   170 89
603   612 -9
121   125 -4
244   295 -51
369   337 32
586   893 -307
459   379 80
457   702 -245
944   1,078 -134
336   215 121
410   447 -37
1,581   3,081 -1,500
449   236 213
452   528 -76
75   68 7
250   383 -133
1,135   1,480 -345
506   417 89
898   1,046 -148
355   543 -188
1,639   2,164 -525
3,061   2,826 235
3,449   3,200 249
1,542   2,757 -1,215
807   480 327
1,753   2,118 -365
505   391 114
6,803   7,313 -510
2,017   2,172 -155
3,717   2,279 1,438
442   495 -53
1,876   1,962 -86
1,520   1,184 336
3,130   2,321 809
5,752   4,047 1,705
3,418   3,030 388
1,196   1,004 192
742   1,279 -537
2,746   3,071 -325
3,961   4,322 -361
1,548   1,410 138
993   987 6
2,480   4,800 -2,320
528   1,178 -650
785   774 11
1,281   1,506 -225
1,352   1,833 -481
1,982   1,876 106
5,556   5,141 415
602   525 77
1,141   908 233
844   904 -60
4,099   3,867 232
2,530   2,697 -167
526   286 240
2,018   1,741 277
848   898 -50
1,188   1,307 -119
3,670   3,554 116
1,844   1,263 581
393   412 -19
1,705   1,728 -23
587   609 -22
503   491 12
2,191   2,134 57
1,252   1,154 98
173,306   115,272 58,034
6,866   6,725 141
1,578   1,701 -123
2,101   1,181 920
946   531 415
4,573   2,560 2,013
1,143   1,112 31
1,340   907 433
1,920   1,931 -11
1,517   1,221 296
3,142   2,792 350
4,173   4,517 -344
982   664 318
5,161   3,731 1,430
1,339   720 619
1,654   1,853 -199
2,166   2,087 79
1,921   1,751 170
1,549   1,630 -81
2,859   3,137 -278
1,112   1,046 66
2,158   1,986 172
3,776   3,679 97
2,549   2,781 -232
1,742   2,159 -417
3,507   3,298 209
1,285   1,142 143
4,428   4,505 -77
2,193   2,094 99
3,272   2,227 1,045
4,614   3,800 814
1,021   1,260 -239
2,555   2,121 434
4,512   3,345 1,167
1,315   849 466
1,021   1,143 -122
812   558 254
2,377   2,503 -126
2,378   3,506 -1,128
2,052   1,351 701
635   514 121
1,099   905 194
1,111   752 359
719   711 8
251   210 41
564   451 113
434   400 34
1,518   1,121 397
587   429 158
730   667 63
1,297   964 333
1,136   1,002 134
1,898   1,242 656
1,091   651 440
854   716 138
655   348 307
776   833 -57
1,129   783 346
1,072   809 263
836   705 131
638   598 40
1,006   925 81
1,552   1,180 372
186   136 50
485   416 69
535   433 102
2,243   2,294 -51
1,858   1,465 393
686   548 138
1,050   839 211
1,736   997 739
790   611 179
630   723 -93
485   427 58
1,537   1,300 237
1,447   1,254 193
661   570 91
1,492   991 501
1,418   1,222 196
2,077   1,157 920
1,001   723 278
696   861 -165
1,839   1,200 639
1,356   949 407
1,165   967 198
766   592 174
786   561 225
1,306   1,106 200
840   681 159
490   342 148
593   553 40
32,989   40,980 -7,991
2,154   4,744 -2,590
13,848   12,744 1,104
3,551   3,479 72
57,870   55,660 2,210
1,760   2,067 -307
74,247   72,978 1,269
1,316   1,457 -141
927   477 450
1,726   1,714 12
662   736 -74
3,660   3,444 216
939   1,004 -65
319   471 -152
492   504 -12
723   807 -84
811   718 93
348   321 27
3,898   7,113 -3,215
796   886 -90
1,130   1,158 -28
845   630 215
918   975 -57
2,166   2,348 -182
2,001   2,020 -19
1,516   1,467 49
658   3,082 -2,424
1,267   5,677 -4,410
736   642 94
655   514 141
114   90 24
304   203 101
627   650 -23
647   513 134
3   10 -7
506   391 115
1,314   1,318 -4
1,224   1,263 -39
862   720 142
4,569   3,966 603
1,063   995 68
1,269   1,396 -127
855   874 -19
773   837 -64
2,012   1,891 121
5,572   7,823 -2,251
1,031   1,148 -117
953   1,147 -194
2,703   3,529 -826
705   633 72
571   687 -116
862   898 -36
781   821 -40
6   6  
1,146   1,153 -7
1,320   1,046 274
131   129 2
7,050   5,853 1,197
5,531   7,375 -1,844
3,597   3,583 14
530   464 66
651   584 67
676   573 103
525   707 -182
1,743   2,827 -1,084
5,817   7,631 -1,814
528   637 -109
1,066   1,089 -23
1,425   947 478
493   380 113
530   628 -98
469   399 70
1,049   801 248
735   574 161
152   124 28
874   625 249
992   477 515
1,084   1,306 -222
705   334 371
1,436   1,853 -417
251   1,935 -1,684
108   853 -745
716   604 112
613   719 -106
4   77 -73
4   9 -5
2,614   1,495 1,119
2,954   1,548 1,406
1,109   839 270
561   448 113
582   567 15
855   650 205
2,399   2,496 -97
827   964 -137
3,198   3,034 164
648   454 194
1,580   1,116 464
935   883 52
1,218   1,036 182
1,596   1,091 505
1,121   980 141
1,577   1,933 -356
17   41 -24
904   268 636
1,439   1,071 368
769   758 11
1,224   1,000 224
1,546   1,554 -8
1,379   1,046 333
320   303 17
801   1,352 -551
526   808 -282
1,084   625 459
2,016   2,603 -587
3,731   2,325 1,406
420   668 -248
712   514 198
584   672 -88
967   749 218
789   628 161
1,192   1,255 -63
2,923   1,987 936
1,203   761 442
823   837 -14
1,006   817 189
2,190   2,361 -171
7,185   6,703 482
3,721   2,261 1,460
723   4,745 -4,022
757   4,057 -3,300
252   1,315 -1,063
585   496 89
3,167   1,795 1,372
2,069   1,194 875
1,057   1,288 -231
12,952   8,499 4,453
674   527 147
597   545 52
349   317 32
628   556 72
542   2,874 -2,332
8,656   2,143 6,513
4,111   2,531 1,580
912   778 134
85   110 -25
239   273 -34
1,921   2,294 -373
1,774   2,060 -286
575   312 263
909   738 171
1,195   1,690 -495
5,219   6,775 -1,556
829   1,078 -249
991   807 184
685   506 179
987   650 337
820   605 215
758   596 162
425   278 147
713   578 135
778   481 297
444   348 96
2,905   4,011 -1,106
1,293   993 300
1,474   1,374 100
628   744 -116
88   99 -11
261   251 10
6,951   6,024 927
1,461   1,297 164
6,167   7,481 -1,314
115   130 -15
844   639 205
653   1,040 -387
4,375   7,440 -3,065
3,564   3,303 261
602   444 158
713   1,070 -357
1,168   1,911 -743
479   373 106
2,088   2,271 -183
2,809   2,785 24
4,964   3,915 1,049
699   581 118
232   171 61
2,341   2,003 338
1,360   1,181 179
2,720   2,299 421
1,747   2,123 -376
4,063   3,983 80
45   94 -49
1,012   697 315
216   202 14
142   196 -54
1,120   728 392
375   285 90
958   1,081 -123
220   237 -17
1,088   765 323
64   75 -11
70   50 20
17,109   15,794 1,315
1,695   2,172 -477
3,134   2,002 1,132
154   183 -29
1,780   1,045 735
935   818 117
295   238 57
2,688   2,441 247
2,766   1,735 1,031
2,156   2,277 -121
1,768   1,402 366
1,341   1,780 -439
2,563   1,800 763
287   210 77
93   107 -14
622   612 10
1,400   1,421 -21
254   268 -14
97   102 -5
2,361   1,403 958
311   393 -82
52   40 12
324   403 -79
1,207   975 232
474   261 213
337   267 70
2,176   1,598 578
1,032   872 160
1,232   1,183 49
375   470 -95
187   204 -17
160   159 1
54   41 13
106   152 -46
25   29 -4
1,354   1,005 349
1,712   1,665 47
713   646 67
3,041   1,942 1,099
20   30 -10
1,883   1,663 220
871   755 116
105   86 19
418   388 30
2,313   2,728 -415
505   492 13
594   306 288
646   481 165
746   824 -78
1,469   1,059 410
230   95 135
723   765 -42
761   700 61
1,219   1,044 175
1,093   1,111 -18
97   94 3
14   12 2
47   62 -15
461   416 45
561   685 -124
290   312 -22
255   242 13
860   823 37
1,148   1,043 105
170   219 -49
2,024   2,272 -248
3,214   2,974 240
23,669   15,733 7,936
702   666 36
116   121 -5
766   841 -75
1,005   1,024 -19
130   157 -27
2,910   2,355 555
1,501   1,390 111
20,137   19,459 678
88   106 -18
650   594 56
389   268 121
1,709   1,169 540
789   648 141
184   174 10
457   433 24
225   200 25
1,226   955 271
1,344   1,295 49
278   393 -115
30,576   29,612 964
954   507 447
2,253   1,798 455
494   398 96
5,312   3,293 2,019
651   670 -19
245   165 80
79   75 4
249   220 29
1,506   1,096 410
6,031   5,951 80
4   23 -19
4,659   3,040 1,619
732   787 -55
840   1,275 -435
2,389   1,865 524
262   171 91
358   368 -10
27   25 2
121   111 10
62   40 22
1,994   1,511 483
1,232   1,305 -73
108   71 37
1,094   1,121 -27
46   61 -15
821   1,121 -300
1,468   997 471
1,662   1,496 166
322   355 -33
863   883 -20
1,709   1,854 -145
15,442   15,302 140
161   150 11
81   79 2
1,059   789 270
1,576   1,712 -136
250   214 36
571   563 8
2,397   1,517 880
399   418 -19
1,033   684 349
1,275   1,109 166
5,712   5,894 -182
289   196 93
878   495 383
2,839   4,358 -1,519
18,172   15,499 2,673
72   91 -19
1,980   536 1,444
106   104 2
1,293   1,273 20
538   394 144
379   519 -140
139   142 -3
78   62 16
3,538   3,491 47
34   51 -17
297   314 -17
2,122   1,937 185
53   50 3
2,253   1,746 507
2,043   1,521 522
12,057   11,889 168
564   567 -3
564   289 275
650   407 243
41   57 -16
239   239  
2,368   2,476 -108
200   283 -83
20   24 -4
194   120 74
906   946 -40
57   49 8
3,438   2,214 1,224
132   141 -9
131   124 7
1,194   1,195 -1
15,456   15,121 335
1,995   1,475 520
727   1,670 -943
15,074   14,094 980
2,932   1,762 1,170
2,670   1,912 758
218   148 70
2,977   2,097 880
1,167   1,536 -369
2,042   1,737 305
1,127   995 132
2,764   1,856 908
155   268 -113
278   487 -209
2,435   2,755 -320
2,095   1,383 712
1,994   1,896 98
1,624   1,375 249
251   220 31
276   200 76
2,960   3,005 -45
715   461 254
1,395   1,714 -319
898   799 99
187   143 44
2,010   1,955 55
488   558 -70
2,068   2,652 -584
3,938   7,058 -3,120
324   2,124 -1,800
952   780 172
106   76 30
497   585 -88
515   708 -193
1,029   1,262 -233
1,622   5,536 -3,914
804   4,373 -3,569
4,564   6,232 -1,668
432   520 -88
1,701   2,710 -1,009
2,287   4,570 -2,283
351   1,266 -915
1,839   4,077 -2,238
2,699   7,453 -4,754
2,678   4,970 -2,292
2,176   2,942 -766
1,907   7,054 -5,147
1,504   4,349 -2,845
4,950   4,244 706
465   1,615 -1,150
5,071   9,957 -4,886
2,209   3,430 -1,221
346   634 -288
904   2,010 -1,106
1,103   1,263 -160
982   3,221 -2,239
883   1,850 -967
1,849   2,550 -701
3,439   4,772 -1,333
1,665   2,558 -893
1,943   3,258 -1,315
1,139   1,407 -268
142   151 -9
1,778   3,384 -1,606
2,543   6,378 -3,835
4,288   6,894 -2,606
2,703   4,093 -1,390
772   1,180 -408
867   2,380 -1,513
1,315   1,387 -72
629   824 -195
1,442   2,553 -1,111
3,052   9,208 -6,156
902   1,545 -643
3,077   5,783 -2,706
2,646   11,378 -8,732
245   376 -131
777   1,384 -607
1,252   1,649 -397
2,200   3,914 -1,714
359   470 -111
750   1,040 -290
1,097   1,570 -473
1,898   10,126 -8,228
18   96 -78
1,757   2,232 -475
3,364   4,834 -1,470
85   262 -177
320   1,342 -1,022
4,303   5,772 -1,469
839   919 -80
4,114   5,633 -1,519
1,897   2,459 -562
2,229   3,051 -822
1,823   2,858 -1,035
883   4,654 -3,771
513   6,838 -6,325
714   606 108
3,546   5,074 -1,528
1,884   2,541 -657
12   37 -25
3,168   3,299 -131
812   950 -138
2,388   3,227 -839
6,236   7,758 -1,522
2,587   3,846 -1,259
3,261   11,260 -7,999
1,552   2,278 -726
1,453   1,867 -414
1,064   1,212 -148
581   764 -183
1,440   1,303 137
633   1,335 -702
457   1,363 -906
5,442   7,842 -2,400
468   595 -127
255   331 -76
2,204   2,707 -503
1,299   1,647 -348
2,307   4,399 -2,092
1,363   2,060 -697
919   1,082 -163
2,910   3,835 -925
1,207   1,681 -474
4,160   6,073 -1,913
376   1,339 -963
281   735 -454
133   149 -16
399   348 51
408   609 -201
878   4,606 -3,728
164   534 -370
549   507 42
2,328   2,311 17
371   269 102
148   173 -25
274   310 -36
1,064   884 180
2,860   3,946 -1,086
520   712 -192
1,040   1,320 -280
1,040   1,413 -373
520   675 -155
19   24 -5
246   415 -169
588   985 -397
326   533 -207
744   533 211
119   238 -119
1,256   2,308 -1,052
2,906   6,077 -3,171
3,279   5,351 -2,072
2,073   2,397 -324
132   406 -274
542   1,921 -1,379
536   588 -52
145   6,134 -5,989
56   1,259 -1,203
321   541 -220
2,570   3,140 -570
3,572   6,515 -2,943
634   535 99
2,237   7,566 -5,329
2,067   15,541 -13,474
258   400 -142
908   2,404 -1,496
21   30 -9
1,122   1,070 52
31   57 -26
280   346 -66
319   1,558 -1,239
262   4,338 -4,076
83   742 -659
2,460   1,846 614
833   898 -65
430   627 -197
1,070   2,360 -1,290
376   582 -206
342   406 -64
479   421 58
414   401 13
82   89 -7
338   509 -171
132   108 24
822   1,413 -591
241   218 23
149   158 -9
252   284 -32
450   1,643 -1,193
1,064   3,076 -2,012
205   266 -61
648   1,722 -1,074
568   525 43
60   98 -38
2,220   2,920 -700
1,040   732 308
4,636   8,118 -3,482
1,571   1,442 129
260   1,167 -907
249   2,549 -2,300
677   653 24
582   849 -267
281   262 19
3,622   2,842 780
454   261 193
1,751   536 1,215
88   161 -73
3,693   6,137 -2,444
832   831 1
618   634 -16
204   369 -165
500   544 -44
359   446 -87
166   264 -98
985   780 205
1,700   2,726 -1,026
34   55 -21
263   284 -21
4   7 -3
294   536 -242
749   1,695 -946
756   3,773 -3,017
19   39 -20
132   889 -757
603   12,536 -11,933
3,791   8,618 -4,827
2,759   10,012 -7,253
3,694   9,444 -5,750
1,213   661 552
9,470   8,245 1,225
712   540 172
955   827 128
907   1,158 -251
1,136   1,042 94
6,294   8,214 -1,920
957   1,460 -503
1,293   3,093 -1,800
431   801 -370
48   100 -52
2,943   5,977 -3,034
644   602 42
530   812 -282
708   620 88
727   571 156
1,862   2,056 -194
673   638 35
2,332   1,895 437
1,323   2,263 -940
1,161   758 403
2,362   10,943 -8,581
2,376   6,583 -4,207
551   940 -389
210,658   243,979 -33,321
626   538 88
150   125 25
5,813   5,104 709
2,180   3,430 -1,250
1,242   1,216 26
3,216   2,184 1,032
906   901 5
883   679 204
725   548 177
49   69 -20
1,156   1,213 -57
457   316 141
912   1,067 -155
602   476 126
593   595 -2
4,624   4,532 92
13   18 -5
2,729   1,831 898
1,105   674 431
2,953   2,619 334
3,047   3,538 -491
1,764   1,957 -193
1,887   1,656 231
1,080   1,089 -9
54   55 -1
2,150   1,070 1,080
505   517 -12
1,838   2,733 -895
603   433 170
991   912 79
1,263   899 364
467   1,418 -951
273   827 -554
899   1,096 -197
977   881 96
15   43 -28
68   114 -46
159   223 -64
1,542   1,335 207
239   255 -16
717   469 248
559   521 38
1,038   807 231
78   101 -23
289   159 130
224   128 96
13   17 -4
2,029   3,004 -975
758   1,087 -329
16   41 -25
92   117 -25
504   615 -111
218   95 123
48   67 -19
21   25 -4
392   476 -84
30   75 -45
12   14 -2
844   884 -40
9   11 -2
13   46 -33
12   33 -21
12   58 -46
36   44 -8
41   39 2
152   430 -278
263   736 -473
459   659 -200
33   31 2
11   25 -14
443   906 -463
424   227 197
1,022   882 140
21   47 -26
480   312 168
1,295   1,110 185
180   25 155
819   1,161 -342
83   232 -149
940   1,135 -195
76   95 -19
6,918   8,372 -1,454
4,204   3,448 756
2,288   1,799 489
2,269   1,936 333
1,019   1,752 -733
39   112 -73
816   522 294
393   310 83
467   672 -205
3,005   3,063 -58
576   844 -268
1,715   1,724 -9
1,550   1,919 -369
1,189   1,283 -94
2,496   5,232 -2,736
1,515   1,252 263
1,857   1,303 554
1,271   1,268 3
1,019   1,065 -46
2,588   2,868 -280
66   84 -18
44,673   65,421 -20,748
289   301 -12
534   504 30
48,101   50,741 -2,640
328   392 -64
48,997   52,616 -3,619
59,838   68,890 -9,052
44,437   52,616 -8,179
317   219 98
247   285 -38
206   280 -74
1,795   2,359 -564
508   420 88
764   348 416
1,286   1,181 105
277   435 -158
749   1,169 -420
1,347   663 684
1,291   1,343 -52
308   201 107
130   128 2
416   318 98
822   669 153
555   330 225
2,077   1,711 366
445   290 155
989   684 305
676   355 321
260   185 75
980   781 199
2,347   1,823 524
1,007   1,246 -239
4,532   8,300 -3,768
360   259 101
220   155 65
374   237 137
200   198 2
374   310 64
1   1  
391   335 56
391   397 -6
592   761 -169
1,340   1,731 -391
5,376   8,489 -3,113
231   246 -15
344   259 85
389   299 90
197   155 42
82   74 8
184   280 -96
243   392 -149
41   56 -15
193   184 9
771   1,221 -450
701   946 -245
93   167 -74
227   201 26
51   68 -17
362   390 -28
1,819   832 987
265   320 -55
1,786   2,011 -225
164   122 42
324   421 -97
708   751 -43
265   280 -15
578   856 -278
29   31 -2
82   66 16
758   548 210
1,419   2,133 -714
72   65 7
269   230 39
97   105 -8
438   384 54
345   186 159
258   128 130
335   259 76
234   321 -87
372   310 62
677   323 354
95   182 -87
763   596 167
635   642 -7
852   910 -58
286   175 111
346   536 -190
467   713 -246
317   223 94
942   978 -36
1,884   1,156 728
      6,642
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       202
b       -326
c       329
d       74
e       117
      205
      11
      19
      -357
      444
      161
      102
      -173
      -77
      -72
      -14
      -988
      97
      133
      -24
      -2,521
      -311
      -24
      78
      16
      105
      -351
      2,427
      41
      24
      33
      142
      442
      141
      115
      -305
      108
      159
      -20
      1,329
      34
      246
      -343
      -456
      -137
      -98
      1,975
      65
      136
      1
      -112
      23
      355
      94
      119
      15
      5
      96
      259
      -49
      180
      176
      110
      351
      16
      -469
      24
      128
      21
      -26
      208
      171
      212
      -1,328
      32
      4
      -18
      123
      70
      142
      40
      59
      1,312
      292
      -326
      -50
      -1,690
      15
      -478
      145
      -5,181
      -1,152
      53
      -180
      16
      137
      103
      -498
      44
      87
      112
      85
      -218
      -170
      114
      478
      269
      175
      -216
      -3,084
      -201
      -1,191
      151
      91
      1,002
      200
      489
      75
      453
      642
      -400
      -419
      44
      -188
      652
      143
      73
      13
      284
      132
      283
      -203
      -22
      713
      -31
      -114
      -20
      276
      195
      -367
      182
      -107
      35
      -51
      -953
      -236
      -29
      -208
      53
      -717
      38
      -111
      -2,714
      -307
      371
      -227
      -31
      4
      329
      -520
      -319
      438
      170
      -10
      -25
      -75
      -660
      -34
      -2,078
      -11
      -460
      182
      160
      -124
      -392
      -642
      -33
      -378
      -12
      -188
      -398
      -303
      327
      -12
      110
      -181
      -553
      -269
      -134
      89
      -9
      -4
      -51
      32
      -307
      80
      -245
      -134
      121
      -37
      -1,500
      213
      -76
      7
      -133
      -345
      89
      -148
      -188
      -525
      235
      249
      -1,215
      327
      -365
      114
      -510
      -155
      1,438
      -53
      -86
      336
      809
      1,705
      388
      192
      -537
      -325
      -361
      138
      6
      -2,320
      -650
      11
      -225
      -481
      106
      415
      77
      233
      -60
      232
      -167
      240
      277
      -50
      -119
      116
      581
      -19
      -23
      -22
      12
      57
      98
      58,034
      141
      -123
      920
      415
      2,013
      31
      433
      -11
      296
      350
      -344
      318
      1,430
      619
      -199
      79
      170
      -81
      -278
      66
      172
      97
      -232
      -417
      209
      143
      -77
      99
      1,045
      814
      -239
      434
      1,167
      466
      -122
      254
      -126
      -1,128
      701
      121
      194
      359
      8
      41
      113
      34
      397
      158
      63
      333
      134
      656
      440
      138
      307
      -57
      346
      263
      131
      40
      81
      372
      50
      69
      102
      -51
      393
      138
      211
      739
      179
      -93
      58
      237
      193
      91
      501
      196
      920
      278
      -165
      639
      407
      198
      174
      225
      200
      159
      148
      40
      -7,991
      -2,590
      1,104
      72
      2,210
      -307
      1,269
      -141
      450
      12
      -74
      216
      -65
      -152
      -12
      -84
      93
      27
      -3,215
      -90
      -28
      215
      -57
      -182
      -19
      49
      -2,424
      -4,410
      94
      141
      24
      101
      -23
      134
      -7
      115
      -4
      -39
      142
      603
      68
      -127
      -19
      -64
      121
      -2,251
      -117
      -194
      -826
      72
      -116
      -36
      -40
       
      -7
      274
      2
      1,197
      -1,844
      14
      66
      67
      103
      -182
      -1,084
      -1,814
      -109
      -23
      478
      113
      -98
      70
      248
      161
      28
      249
      515
      -222
      371
      -417
      -1,684
      -745
      112
      -106
      -73
      -5
      1,119
      1,406
      270
      113
      15
      205
      -97
      -137
      164
      194
      464
      52
      182
      505
      141
      -356
      -24
      636
      368
      11
      224
      -8
      333
      17
      -551
      -282
      459
      -587
      1,406
      -248
      198
      -88
      218
      161
      -63
      936
      442
      -14
      189
      -171
      482
      1,460
      -4,022
      -3,300
      -1,063
      89
      1,372
      875
      -231
      4,453
      147
      52
      32
      72
      -2,332
      6,513
      1,580
      134
      -25
      -34
      -373
      -286
      263
      171
      -495
      -1,556
      -249
      184
      179
      337
      215
      162
      147
      135
      297
      96
      -1,106
      300
      100
      -116
      -11
      10
      927
      164
      -1,314
      -15
      205
      -387
      -3,065
      261
      158
      -357
      -743
      106
      -183
      24
      1,049
      118
      61
      338
      179
      421
      -376
      80
      -49
      315
      14
      -54
      392
      90
      -123
      -17
      323
      -11
      20
      1,315
      -477
      1,132
      -29
      735
      117
      57
      247
      1,031
      -121
      366
      -439
      763
      77
      -14
      10
      -21
      -14
      -5
      958
      -82
      12
      -79
      232
      213
      70
      578
      160
      49
      -95
      -17
      1
      13
      -46
      -4
      349
      47
      67
      1,099
      -10
      220
      116
      19
      30
      -415
      13
      288
      165
      -78
      410
      135
      -42
      61
      175
      -18
      3
      2
      -15
      45
      -124
      -22
      13
      37
      105
      -49
      -248
      240
      7,936
      36
      -5
      -75
      -19
      -27
      555
      111
      678
      -18
      56
      121
      540
      141
      10
      24
      25
      271
      49
      -115
      964
      447
      455
      96
      2,019
      -19
      80
      4
      29
      410
      80
      -19
      1,619
      -55
      -435
      524
      91
      -10
      2
      10
      22
      483
      -73
      37
      -27
      -15
      -300
      471
      166
      -33
      -20
      -145
      140
      11
      2
      270
      -136
      36
      8
      880
      -19
      349
      166
      -182
      93
      383
      -1,519
      2,673
      -19
      1,444
      2
      20
      144
      -140
      -3
      16
      47
      -17
      -17
      185
      3
      507
      522
      168
      -3
      275
      243
      -16
       
      -108
      -83
      -4
      74
      -40
      8
      1,224
      -9
      7
      -1
      335
      520
      -943
      980
      1,170
      758
      70
      880
      -369
      305
      132
      908
      -113
      -209
      -320
      712
      98
      249
      31
      76
      -45
      254
      -319
      99
      44
      55
      -70
      -584
      -3,120
      -1,800
      172
      30
      -88
      -193
      -233
      -3,914
      -3,569
      -1,668
      -88
      -1,009
      -2,283
      -915
      -2,238
      -4,754
      -2,292
      -766
      -5,147
      -2,845
      706
      -1,150
      -4,886
      -1,221
      -288
      -1,106
      -160
      -2,239
      -967
      -701
      -1,333
      -893
      -1,315
      -268
      -9
      -1,606
      -3,835
      -2,606
      -1,390
      -408
      -1,513
      -72
      -195
      -1,111
      -6,156
      -643
      -2,706
      -8,732
      -131
      -607
      -397
      -1,714
      -111
      -290
      -473
      -8,228
      -78
      -475
      -1,470
      -177
      -1,022
      -1,469
      -80
      -1,519
      -562
      -822
      -1,035
      -3,771
      -6,325
      108
      -1,528
      -657
      -25
      -131
      -138
      -839
      -1,522
      -1,259
      -7,999
      -726
      -414
      -148
      -183
      137
      -702
      -906
      -2,400
      -127
      -76
      -503
      -348
      -2,092
      -697
      -163
      -925
      -474
      -1,913
      -963
      -454
      -16
      51
      -201
      -3,728
      -370
      42
      17
      102
      -25
      -36
      180
      -1,086
      -192
      -280
      -373
      -155
      -5
      -169
      -397
      -207
      211
      -119
      -1,052
      -3,171
      -2,072
      -324
      -274
      -1,379
      -52
      -5,989
      -1,203
      -220
      -570
      -2,943
      99
      -5,329
      -13,474
      -142
      -1,496
      -9
      52
      -26
      -66
      -1,239
      -4,076
      -659
      614
      -65
      -197
      -1,290
      -206
      -64
      58
      13
      -7
      -171
      24
      -591
      23
      -9
      -32
      -1,193
      -2,012
      -61
      -1,074
      43
      -38
      -700
      308
      -3,482
      129
      -907
      -2,300
      24
      -267
      19
      780
      193
      1,215
      -73
      -2,444
      1
      -16
      -165
      -44
      -87
      -98
      205
      -1,026
      -21
      -21
      -3
      -242
      -946
      -3,017
      -20
      -757
      -11,933
      -4,827
      -7,253
      -5,750
      552
      1,225
      172
      128
      -251
      94
      -1,920
      -503
      -1,800
      -370
      -52
      -3,034
      42
      -282
      88
      156
      -194
      35
      437
      -940
      403
      -8,581
      -4,207
      -389
      -33,321
      88
      25
      709
      -1,250
      26
      1,032
      5
      204
      177
      -20
      -57
      141
      -155
      126
      -2
      92
      -5
      898
      431
      334
      -491
      -193
      231
      -9
      -1
      1,080
      -12
      -895
      170
      79
      364
      -951
      -554
      -197
      96
      -28
      -46
      -64
      207
      -16
      248
      38
      231
      -23
      130
      96
      -4
      -975
      -329
      -25
      -25
      -111
      123
      -19
      -4
      -84
      -45
      -2
      -40
      -2
      -33
      -21
      -46
      -8
      2
      -278
      -473
      -200
      2
      -14
      -463
      197
      140
      -26
      168
      185
      155
      -342
      -149
      -195
      -19
      -1,454
      756
      489
      333
      -733
      -73
      294
      83
      -205
      -58
      -268
      -9
      -369
      -94
      -2,736
      263
      554
      3
      -46
      -280
      -18
      -20,748
      -12
      30
      -2,640
      -64
      -3,619
      -9,052
      -8,179
      98
      -38
      -74
      -564
      88
      416
      105
      -158
      -420
      684
      -52
      107
      2
      98
      153
      225
      366
      155
      305
      321
      75
      199
      524
      -239
      -3,768
      101
      65
      137
      2
      64
       
      56
      -6
      -169
      -391
      -3,113
      -15
      85
      90
      42
      8
      -96
      -149
      -15
      9
      -450
      -245
      -74
      26
      -17
      -28
      987
      -55
      -225
      42
      -97
      -43
      -15
      -278
      -2
      16
      210
      -714
      7
      39
      -8
      54
      159
      130
      76
      -87
      62
      354
      -87
      167
      -7
      -58
      111
      -190
      -246
      94
      -36
      728
       
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 -254,395
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 411,002 6,701,137 0.061333
2017 406,174 6,991,046 0.058099
2016 436,643 6,744,843 0.064737
2015 476,612 6,728,508 0.070835
2014 407,053 7,548,694 0.053924
2
Total of line 1, column (d) .....................
2
0.308928
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
0.061786
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
6,471,204
5
Multiply line 4 by line 3......................
5
399,830
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,169
7
Add lines 5 and 6........................
7
400,999
8
Enter qualifying distributions from Part XII, line 4,.............
8
425,113
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 1,169
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 1,169
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,169
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 2,596
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 2,596
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 1,427
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet586 RefundedBullet 11 841
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    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 addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (216) 257-6118

    Located atbulletPO BOX 609PITTSBURGHPA ZIP+4bullet152309738
    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
    PNC BANK N A TRUSTEE
    12
    60,785    
    PO BOX 609
    PITTSBURGH,PA152309738
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    6,569,750
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,569,750
    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
    6,569,750
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    98,546
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,471,204
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    323,560
    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
    323,560
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    1,169
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,169
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    322,391
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    322,391
    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
    322,391
    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
    425,113
    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
    425,113
    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
    1,169
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    423,944
    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 7 322,391
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 31,364
    b From 2015...... 143,349
    c From 2016...... 104,351
    d From 2017...... 77,966
    e From 2018...... 78,538
    fTotal of lines 3a through e........ 435,568
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 425,113
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 322,391
    e Remaining amount distributed out of corpus 102,722
    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 5 538,290
    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 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    31,364
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    506,926
    10 Analysis of line 9:
    a Excess from 2015.... 143,349
    b Excess from 2016.... 104,351
    c Excess from 2017.... 77,966
    d Excess from 2018.... 78,538
    e Excess from 2019.... 102,722
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    GEORGE W BUSH
    C/O WASHINGTON SPEAKERS BUREAU
    1663 PRINCE ST
    ALEXANDER,VA22314
    NONE I LIFETIME ACHIEVEMENT AWARDS 199,478
    CITY CLUB OF CLEVELAND OHIO
    850 EUCLID AVENUE
    CLEVELAND,OH44114
    NONE PC ALLOCATION PER TRUST 1,000
    WESTERN RESERVE HISTORICAL
    SOCIETY
    10825 E BOULEVARD
    CLEVELAND,OH44106
    NONE PC ALLOCATION PER TRUST 199,478
    CASE WESTERN RESERVE UNIVERSITY
    10900 EUCLID AVENUE
    CLEVELAND,OH44106
    NONE PC ALLOCATION PER TRUST 6,000
    VILLAGE OF CRESTLINE
    ATTN MAYOR'S OFFICE
    100 N SELTZER STREET
    CRESTLINE,OH44827
    NONE PC ALLOCATION PER TRUST 7,000
    Total .................................bullet 3a 412,956
    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....     14 177,651  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -254,395  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aROCHE HOLDINGS LTD
        14 37  
    bROYAL DUTCH SHELL     14 159  
    cFEDERAL TAX REFUND     14 592  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   -75,956  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -75,956
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description