Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
THE JOHN J AND LILLIAN M TAYLOR
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)655 N A1A
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JUPITER, FL33477
A Employer identification number

04-6816680
B Telephone number (see instructions)

(561) 354-2900
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$3,166,941
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) 393,814
2 Check bullet.............
3 Interest on savings and temporary cash investments 20,116 20,116  
4 Dividends and interest from securities... 40,824 40,824  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 116,258
b Gross sales price for all assets on line 6a 736,900
7 Capital gain net income (from Part IV, line 2)... 116,258
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 3,404 3,404  
12 Total. Add lines 1 through 11........ 574,416 180,602  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 1,037 0   0
18 Taxes (attach schedule) (see instructions)... 299 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 21,212 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,548 0   0
25 Contributions, gifts, grants paid....... 332,845 332,845
26 Total expenses and disbursements. Add lines 24 and 25 355,393 0   332,845
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 219,023
b Net investment income (if negative, enter -0-) 180,602
c Adjusted net income (if negative, enter -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............. 326,038 387,321 387,321
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,919,097 Click to see attachment2,068,418 2,770,239
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,151 Click to see attachment9,381 Click to see attachment9,381
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,246,286 2,465,120 3,166,941
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) Click to see attachment189 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 189 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 20,885 20,885
28 Retained earnings, accumulated income, endowment, or other funds 2,225,212 2,444,235
29 Total net assets or fund balances (see instructions)..... 2,246,097 2,465,120
30 Total liabilities and net assets/fund balances (see instructions). 2,246,286 2,465,120
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
2,246,097
2
Enter amount from Part I, line 27a .....................
2
219,023
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,465,120
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
2,465,120
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 49 MO - ALTRIA GROUP INC COM   2013-07-30 2019-01-24
b 40 MO - ALTRIA GROUP INC COM   2013-07-30 2019-09-10
c 2 AAPL - APPLE INC COM STK   2013-08-27 2019-10-30
d 11 AAPL - APPLE INC COM STK   2013-08-27 2019-06-12
e 17 AAPL - APPLE INC COM STK   2013-08-27 2019-01-14
4 FB - FACEBOOK INC COM USD0.000006 CL 'A'   2013-08-27 2019-10-30
7 FB - FACEBOOK INC COM USD0.000006 CL 'A'   2013-08-27 2019-12-13
2 FB - FACEBOOK INC COM USD0.000006 CL 'A'   2013-08-27 2019-10-10
30 ABBV - ABBVIE INC COM USD0.01   2013-09-20 2019-02-04
7 ABBV - ABBVIE INC COM USD0.01   2013-09-20 2019-01-29
4 CRM - SALESFORCE COM INC COM STK   2013-09-20 2019-10-10
7 FB - FACEBOOK INC COM USD0.000006 CL 'A'   2013-09-20 2019-03-18
2 FB - FACEBOOK INC COM USD0.000006 CL 'A'   2013-09-20 2019-06-12
18 FB - FACEBOOK INC COM USD0.000006 CL 'A'   2013-09-20 2019-10-10
3 FB - FACEBOOK INC COM USD0.000006 CL 'A'   2013-09-20 2019-09-17
34 MO - ALTRIA GROUP INC COM   2013-09-20 2019-01-24
8 MSFT - MICROSOFT CORP COM   2013-09-20 2019-10-30
12 MSFT - MICROSOFT CORP COM   2013-09-20 2019-11-18
11 MSFT - MICROSOFT CORP COM   2013-09-20 2019-08-13
8 MSFT - MICROSOFT CORP COM   2013-09-20 2019-06-06
17 MSFT - MICROSOFT CORP COM   2013-09-20 2019-06-20
6 ABBV - ABBVIE INC COM USD0.01   2013-10-28 2019-01-29
7 MSFT - MICROSOFT CORP COM   2013-10-28 2019-05-29
7 MSFT - MICROSOFT CORP COM   2013-10-28 2019-06-06
17 MSFT - MICROSOFT CORP COM   2013-10-28 2019-05-16
19 PAYX - PAYCHEX INC COM   2013-10-28 2019-12-19
3 WEC - WEC ENERGY GROUP INC COM   2013-11-19 2019-10-30
4 LYB - LYONDELLBASELL IND N V COM USD0.01 CL 'A'   2014-01-09 2019-10-30
1 LYB - LYONDELLBASELL IND N V COM USD0.01 CL 'A'   2014-01-09 2019-09-24
2 SPLK - SPLUNK INC COMSTK COM USD0.001   2014-01-31 2019-10-30
8 SPLK - SPLUNK INC COMSTK COM USD0.001   2014-01-31 2019-06-12
9 MMM - 3M CO COM   2014-02-10 2019-05-29
19 MMM - 3M CO COM   2014-02-10 2019-06-13
18 MMM - 3M CO COM   2014-02-10 2019-06-06
6 MMM - 3M CO COM   2014-03-20 2019-05-29
17 MMM - 3M CO COM   2014-03-20 2019-05-02
9 MMM - 3M CO COM   2014-03-20 2019-05-16
2 BLK - BLACKROCK INC COM STK   2014-04-16 2019-02-20
1 BLK - BLACKROCK INC COM STK   2014-04-16 2019-10-30
11 PAYX - PAYCHEX INC COM   2014-08-01 2019-12-20
1 PAYX - PAYCHEX INC COM   2014-08-01 2019-12-19
5 JPM - JPMORGAN CHASE & CO COM   2014-11-03 2019-10-30
4 ADBE - ADOBE SYS INC COM   2014-12-12 2019-07-30
8 ADBE - ADOBE SYS INC COM   2014-12-12 2019-06-12
10 ADBE - ADOBE SYS INC COM   2014-12-12 2019-10-10
5 ADBE - ADOBE SYS INC COM   2014-12-12 2019-08-02
1 AMZN - AMAZON COM INC COM   2014-12-12 2019-10-30
2 AMZN - AMAZON COM INC COM   2014-12-12 2019-06-12
4 AMZN - AMAZON COM INC COM   2014-12-12 2019-10-10
2 AMZN - AMAZON COM INC COM   2014-12-12 2019-04-02
5 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2014-12-12 2019-10-01
10 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2014-12-12 2019-06-07
29 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2014-12-12 2019-09-27
7 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2014-12-12 2019-06-12
1 FLT - FLEETCOR TECHNOLOGIES INC COM   2014-12-12 2019-01-04
6 FLT - FLEETCOR TECHNOLOGIES INC COM   2014-12-12 2019-01-09
1 FLT - FLEETCOR TECHNOLOGIES INC COM   2014-12-12 2019-10-10
1 FLT - FLEETCOR TECHNOLOGIES INC COM   2014-12-12 2019-12-23
2 FLT - FLEETCOR TECHNOLOGIES INC COM   2014-12-12 2019-10-30
1 ILMN - ILLUMINA INC COM   2014-12-12 2019-10-30
11 MA - MASTERCARD INC CL A   2014-12-12 2019-06-12
3 MA - MASTERCARD INC CL A   2014-12-12 2019-10-10
6 MA - MASTERCARD INC CL A   2014-12-12 2019-04-29
1 MAR - MARRIOTT INTL INC NEW COM STK CL A   2014-12-12 2019-10-30
9 MAR - MARRIOTT INTL INC NEW COM STK CL A   2014-12-12 2019-09-17
6 MAR - MARRIOTT INTL INC NEW COM STK CL A   2014-12-12 2019-10-10
6 MAR - MARRIOTT INTL INC NEW COM STK CL A   2014-12-12 2019-03-12
11 MAR - MARRIOTT INTL INC NEW COM STK CL A   2014-12-12 2019-06-06
6 MAR - MARRIOTT INTL INC NEW COM STK CL A   2014-12-12 2019-03-11
5 MAR - MARRIOTT INTL INC NEW COM STK CL A   2014-12-12 2019-06-12
5 MAR - MARRIOTT INTL INC NEW COM STK CL A   2014-12-12 2019-01-04
6 RHT - #REORG/RED HAT CASH MERGER 07-09-2019   2014-12-12 2019-04-17
13 RHT - #REORG/RED HAT CASH MERGER 07-09-2019   2014-12-12 2019-04-23
10 RHT - #REORG/RED HAT CASH MERGER 07-09-2019   2014-12-12 2019-04-24
24 RHT - #REORG/RED HAT CASH MERGER 07-09-2019   2014-12-12 2019-04-25
7 WDAY - WORKDAY INC CL A COM USD0.001   2014-12-12 2019-07-30
7 WDAY - WORKDAY INC CL A COM USD0.001   2014-12-12 2019-06-12
5 WDAY - WORKDAY INC CL A COM USD0.001   2014-12-12 2019-10-16
8 WDAY - WORKDAY INC CL A COM USD0.001   2014-12-12 2019-10-10
3 MA - MASTERCARD INC CL A   2015-01-06 2019-10-30
3 MA - MASTERCARD INC CL A   2015-01-06 2019-10-10
14 PFE - PFIZER INC COM   2015-01-12 2019-10-30
78 PFE - PFIZER INC COM   2015-01-12 2019-11-18
18 HAS - HASBRO INC COM   2015-01-23 2019-03-07
16 HAS - HASBRO INC COM   2015-01-23 2019-02-20
35 PFE - PFIZER INC COM   2015-01-23 2019-11-18
7 NEE - NEXTERA ENERGY INC COM   2015-02-20 2019-10-08
5 NEE - NEXTERA ENERGY INC COM   2015-02-20 2019-10-30
5 HD - HOME DEPOT INC COM   2015-02-25 2019-10-30
8 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2015-06-26 2019-06-12
1 GOOG - ALPHABET INC CAP STK USD0.001 CL C   2015-07-14 2019-10-30
1 GOOGL - ALPHABET INC CAPITAL STOCK USD0.001 CL A   2015-07-14 2019-10-30
10 BBT - #REORG/BB&T NAME CHANGE WITH CUSIP CHANGE TRUIST 2C13AK3 12-09-2019   2015-07-21 2019-10-30
50000 68389XAQ8 - ORACLE CORP 2.375% DUE 01-15-2019 REG   2015-07-31 2019-01-15
1 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2015-10-01 2019-06-07
5 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2015-10-01 2019-06-06
3 MA - MASTERCARD INC CL A   2015-11-03 2019-04-29
21 ABBV - ABBVIE INC COM USD0.01   2015-11-06 2019-01-29
9 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2015-11-06 2019-10-10
1 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2015-11-06 2019-06-12
13 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2015-11-06 2019-08-02
11 WEC - WEC ENERGY GROUP INC COM   2015-12-07 2019-04-09
3 WEC - WEC ENERGY GROUP INC COM   2015-12-07 2019-10-30
21 WEC - WEC ENERGY GROUP INC COM   2015-12-07 2019-04-04
3 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2015-12-17 2019-06-07
2 HD - HOME DEPOT INC COM   2016-01-13 2019-12-12
9 MO - ALTRIA GROUP INC COM   2016-01-26 2019-01-24
4 V - VISA INC COM CL A STK   2016-01-27 2019-10-30
12 V - VISA INC COM CL A STK   2016-01-27 2019-05-16
14 V - VISA INC COM CL A STK   2016-01-27 2019-06-12
20 V - VISA INC COM CL A STK   2016-01-27 2019-10-10
7 JNJ - JOHNSON & JOHNSON COM USD1   2016-01-28 2019-09-24
5 JNJ - JOHNSON & JOHNSON COM USD1   2016-01-28 2019-10-30
5 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2016-02-10 2019-10-01
9 PAYX - PAYCHEX INC COM   2016-02-11 2019-12-19
10 PAYX - PAYCHEX INC COM   2016-02-11 2019-10-30
2 PAYX - PAYCHEX INC COM   2016-02-11 2019-09-24
2 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2016-02-12 2019-10-01
4 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2016-02-12 2019-10-01
16 CSCO - CISCO SYSTEMS INC   2016-02-17 2019-10-30
2 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2016-04-26 2019-10-10
4 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2016-04-26 2019-10-30
4 HD - HOME DEPOT INC COM   2016-06-06 2019-12-12
2 ALB - ALBEMARLE CORP COM   2016-06-28 2019-01-14
4 ALB - ALBEMARLE CORP COM   2016-06-28 2019-01-16
5 ALB - ALBEMARLE CORP COM   2016-06-29 2019-01-14
4 ALB - ALBEMARLE CORP COM   2016-07-05 2019-01-09
2 ALB - ALBEMARLE CORP COM   2016-07-05 2019-01-14
6 ABT - ABBOTT LAB COM   2016-07-07 2019-10-30
54 ABT - ABBOTT LAB COM   2016-07-07 2019-02-07
8 GS - GOLDMAN SACHS GROUP INC COM   2016-07-11 2019-03-28
4 GS - GOLDMAN SACHS GROUP INC COM   2016-07-12 2019-03-25
1 GS - GOLDMAN SACHS GROUP INC COM   2016-07-12 2019-03-28
4 ALB - ALBEMARLE CORP COM   2016-07-13 2019-01-09
1 ALB - ALBEMARLE CORP COM   2016-07-13 2019-01-04
2 GS - GOLDMAN SACHS GROUP INC COM   2016-08-04 2019-03-25
9 MSFT - MICROSOFT CORP COM   2016-08-08 2019-10-10
7 MSFT - MICROSOFT CORP COM   2016-08-08 2019-10-10
9 MSFT - MICROSOFT CORP COM   2016-08-08 2019-10-30
8 ALB - ALBEMARLE CORP COM   2016-08-09 2019-01-09
15 MSFT - MICROSOFT CORP COM   2016-08-23 2019-10-10
16 AMGN - AMGEN INC COM   2016-08-26 2019-07-09
2 AMGN - AMGEN INC COM   2016-08-26 2019-05-16
8 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2016-09-13 2019-01-23
6 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2016-09-13 2019-05-23
4 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2016-09-13 2019-06-12
10 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2016-09-14 2019-01-23
9 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2016-09-14 2019-01-23
4 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2016-09-14 2019-01-23
2 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2016-09-15 2019-01-23
5 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2016-09-15 2019-01-23
2 FLT - FLEETCOR TECHNOLOGIES INC COM   2016-09-20 2019-01-04
4 FLT - FLEETCOR TECHNOLOGIES INC COM   2016-11-10 2019-01-04
6 CRM - SALESFORCE COM INC COM STK   2016-11-14 2019-10-10
1 APD - AIR PROD & CHEM INC COM   2016-11-28 2019-10-30
1 JPM - JPMORGAN CHASE & CO COM   2016-12-01 2019-10-30
2 JPM - JPMORGAN CHASE & CO COM   2016-12-01 2019-10-10
2 JPM - JPMORGAN CHASE & CO COM   2016-12-01 2019-10-10
3 BA - BOEING CO COM   2016-12-12 2019-10-21
2 BA - BOEING CO COM   2016-12-12 2019-10-30
4 BA - BOEING CO COM   2016-12-12 2019-10-21
2 NFLX - NETFLIX INC COM STK   2016-12-12 2019-10-10
15 APD - AIR PROD & CHEM INC COM   2017-01-06 2019-07-09
3 APD - AIR PROD & CHEM INC COM   2017-01-06 2019-10-30
4 NFLX - NETFLIX INC COM STK   2017-01-06 2019-10-10
4 XOM - EXXON MOBIL CORP COM   2017-01-20 2019-10-30
1 XOM - EXXON MOBIL CORP COM   2017-01-20 2019-09-24
8 TXN - TEXAS INSTRUMENTS INC COM   2017-01-24 2019-10-30
4 TXN - TEXAS INSTRUMENTS INC COM   2017-01-24 2019-08-05
1 MAR - MARRIOTT INTL INC NEW COM STK CL A   2017-01-26 2019-01-03
5 MAR - MARRIOTT INTL INC NEW COM STK CL A   2017-01-30 2019-01-03
1 MAR - MARRIOTT INTL INC NEW COM STK CL A   2017-01-30 2019-01-04
3 AVGO - BROADCOM INC COM   2017-02-07 2019-10-10
1 COST - COSTCO WHOLESALE CORP NEW COM   2017-02-09 2019-10-30
2 COST - COSTCO WHOLESALE CORP NEW COM   2017-02-10 2019-10-10
1 COST - COSTCO WHOLESALE CORP NEW COM   2017-02-10 2019-10-30
1 NEE - NEXTERA ENERGY INC COM   2017-02-14 2019-10-08
3 NEE - NEXTERA ENERGY INC COM   2017-02-14 2019-10-07
6 NEE - NEXTERA ENERGY INC COM   2017-02-14 2019-01-24
2 PEP - PEPSICO INC COM   2017-02-14 2019-09-24
6 PEP - PEPSICO INC COM   2017-02-14 2019-10-30
1 AVGO - BROADCOM INC COM   2017-02-16 2019-10-10
2 AVGO - BROADCOM INC COM   2017-02-16 2019-09-17
5 CRM - SALESFORCE COM INC COM STK   2017-02-16 2019-10-10
3 NFLX - NETFLIX INC COM STK   2017-02-16 2019-06-13
7 CRM - SALESFORCE COM INC COM STK   2017-02-17 2019-10-10
12 MSFT - MICROSOFT CORP COM   2017-03-02 2019-06-12
4 HD - HOME DEPOT INC COM   2017-03-03 2019-12-12
2 MSFT - MICROSOFT CORP COM   2017-03-03 2019-10-10
5 MSFT - MICROSOFT CORP COM   2017-03-03 2019-06-12
1 NFLX - NETFLIX INC COM STK   2017-03-06 2019-06-13
5 ATVI - ACTIVISION BLIZZARD INC COM STK   2017-03-13 2019-02-19
17 ATVI - ACTIVISION BLIZZARD INC COM STK   2017-03-13 2019-02-12
18 ATVI - ACTIVISION BLIZZARD INC COM STK   2017-03-14 2019-02-19
3 ATVI - ACTIVISION BLIZZARD INC COM STK   2017-03-14 2019-02-20
5 CRM - SALESFORCE COM INC COM STK   2017-03-17 2019-10-10
8 MSFT - MICROSOFT CORP COM   2017-03-17 2019-03-06
10 MSFT - MICROSOFT CORP COM   2017-03-17 2019-06-12
3 ATVI - ACTIVISION BLIZZARD INC COM STK   2017-03-20 2019-02-20
19 ATVI - ACTIVISION BLIZZARD INC COM STK   2017-03-20 2019-02-21
6 ATVI - ACTIVISION BLIZZARD INC COM STK   2017-03-22 2019-02-25
6 ATVI - ACTIVISION BLIZZARD INC COM STK   2017-03-22 2019-02-21
10 ATVI - ACTIVISION BLIZZARD INC COM STK   2017-03-24 2019-02-20
9 ATVI - ACTIVISION BLIZZARD INC COM STK   2017-03-27 2019-02-12
10 ATVI - ACTIVISION BLIZZARD INC COM STK   2017-03-29 2019-02-12
9 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2017-04-06 2019-10-01
1 ILMN - ILLUMINA INC COM   2017-04-06 2019-11-07
4 ILMN - ILLUMINA INC COM   2017-04-07 2019-11-07
2 NFLX - NETFLIX INC COM STK   2017-04-18 2019-06-12
3 NFLX - NETFLIX INC COM STK   2017-04-18 2019-06-13
4 NFLX - NETFLIX INC COM STK   2017-04-20 2019-10-10
6 ATVI - ACTIVISION BLIZZARD INC COM STK   2017-04-25 2019-02-12
3 TSLA - TESLA INC COM USD0.001   2017-04-25 2019-04-22
8 FB - FACEBOOK INC COM USD0.000006 CL 'A'   2017-04-28 2019-03-18
5 ALB - ALBEMARLE CORP COM   2017-05-15 2019-01-04
5 ALB - ALBEMARLE CORP COM   2017-05-16 2019-01-04
30 CSCO - CISCO SYSTEMS INC   2017-05-17 2019-01-24
40 CSCO - CISCO SYSTEMS INC   2017-05-17 2019-08-13
2 CSCO - CISCO SYSTEMS INC   2017-05-17 2019-10-30
5 MCD - MC DONALDS CORP COM   2017-05-17 2019-02-08
6 MCD - MC DONALDS CORP COM   2017-05-17 2019-02-13
6 MCD - MC DONALDS CORP COM   2017-05-19 2019-02-08
2 MCD - MC DONALDS CORP COM   2017-05-19 2019-02-07
6 MCD - MC DONALDS CORP COM   2017-05-23 2019-02-08
3 GS - GOLDMAN SACHS GROUP INC COM   2017-05-24 2019-03-25
9 MCD - MC DONALDS CORP COM   2017-05-24 2019-02-07
8 NVDA - NVIDIA CORP COM   2017-05-24 2019-01-22
3 MCD - MC DONALDS CORP COM   2017-05-26 2019-01-31
6 CRM - SALESFORCE COM INC COM STK   2017-05-30 2019-09-17
6 CRM - SALESFORCE COM INC COM STK   2017-05-30 2019-09-26
4 MCD - MC DONALDS CORP COM   2017-05-30 2019-02-07
2 MCD - MC DONALDS CORP COM   2017-05-30 2019-01-31
8 BBT - #REORG/BB&T NAME CHANGE WITH CUSIP CHANGE TRUIST 2C13AK3 12-09-2019   2017-06-08 2019-10-30
4 BBT - #REORG/BB&T NAME CHANGE WITH CUSIP CHANGE TRUIST 2C13AK3 12-09-2019   2017-06-08 2019-09-24
4 LMT - LOCKHEED MARTIN CORP COM   2017-06-08 2019-01-24
2 LMT - LOCKHEED MARTIN CORP COM   2017-06-08 2019-10-30
1 MXIM - MAXIM INTEGRATED PRODS INC COM   2017-06-08 2019-09-24
4 MXIM - MAXIM INTEGRATED PRODS INC COM   2017-06-08 2019-10-30
6 MDT - MEDTRONIC PLC COMMON STOCK STOCK   2017-06-12 2019-10-30
4 VLO - VALERO ENERGY CORP COM STK NEW   2017-06-12 2019-10-30
8 UNH - UNITEDHEALTH GROUP INC COM   2017-06-19 2019-07-03
3 UNH - UNITEDHEALTH GROUP INC COM   2017-06-21 2019-05-15
1 UNH - UNITEDHEALTH GROUP INC COM   2017-06-21 2019-06-13
3 NFLX - NETFLIX INC COM STK   2017-06-23 2019-06-12
2 NFLX - NETFLIX INC COM STK   2017-06-23 2019-01-16
9 JPM - JPMORGAN CHASE & CO COM   2017-06-28 2019-08-19
3 JPM - JPMORGAN CHASE & CO COM   2017-06-28 2019-10-10
10 JPM - JPMORGAN CHASE & CO COM   2017-06-28 2019-08-19
22 MSFT - MICROSOFT CORP COM   2017-06-28 2019-02-12
1 MSFT - MICROSOFT CORP COM   2017-06-28 2019-03-06
7 JPM - JPMORGAN CHASE & CO COM   2017-07-05 2019-06-12
5 JPM - JPMORGAN CHASE & CO COM   2017-07-05 2019-02-28
6 JPM - JPMORGAN CHASE & CO COM   2017-07-05 2019-03-12
1 JPM - JPMORGAN CHASE & CO COM   2017-07-05 2019-08-19
8 ALB - ALBEMARLE CORP COM   2017-07-06 2019-01-04
2 AMGN - AMGEN INC COM   2017-07-13 2019-03-07
7 AMGN - AMGEN INC COM   2017-07-13 2019-05-16
6 UNH - UNITEDHEALTH GROUP INC COM   2017-07-18 2019-05-15
1 UNH - UNITEDHEALTH GROUP INC COM   2017-07-19 2019-05-15
3 UNH - UNITEDHEALTH GROUP INC COM   2017-07-19 2019-04-17
2 UNH - UNITEDHEALTH GROUP INC COM   2017-07-20 2019-03-05
3 UNH - UNITEDHEALTH GROUP INC COM   2017-07-20 2019-04-17
19 ABBV - ABBVIE INC COM USD0.01   2017-07-21 2019-01-29
5 HON - HONEYWELL INTL INC COM STK   2017-07-21 2019-10-30
1 HON - HONEYWELL INTL INC COM STK   2017-07-21 2019-09-24
4 JPM - JPMORGAN CHASE & CO COM   2017-07-21 2019-10-30
10 JPM - JPMORGAN CHASE & CO COM   2017-07-21 2019-05-29
9 ALXN - ALEXION PHARMACEUTICALS INC COM   2017-07-27 2019-06-07
2 BA - BOEING CO COM   2017-07-27 2019-06-12
1 BA - BOEING CO COM   2017-07-27 2019-10-10
4 TSLA - TESLA INC COM USD0.001   2017-08-03 2019-04-11
1 HD - HOME DEPOT INC COM   2017-08-04 2019-10-10
2 HD - HOME DEPOT INC COM   2017-08-04 2019-12-12
2 HD - HOME DEPOT INC COM   2017-08-04 2019-10-30
3 NFLX - NETFLIX INC COM STK   2017-08-04 2019-01-16
2 TSLA - TESLA INC COM USD0.001   2017-08-04 2019-04-11
32 MKC - MC CORMICK & CO INC COM NON-VTG   2017-08-11 2019-02-04
11 MKC - MC CORMICK & CO INC COM NON-VTG   2017-08-11 2019-01-29
4 PYPL - PAYPAL HLDGS INC COM   2017-08-14 2019-08-02
1 PYPL - PAYPAL HLDGS INC COM   2017-08-14 2019-09-27
2 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2017-08-17 2019-12-05
2 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2017-08-22 2019-10-30
9 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2017-08-22 2019-10-18
2 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2017-08-22 2019-10-10
1 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2017-08-22 2019-12-05
10 TCEHY - TENCENT HLDGS LTD ADR   2017-08-23 2019-10-01
7 TCEHY - TENCENT HLDGS LTD ADR   2017-08-23 2019-10-02
11 TCEHY - TENCENT HLDGS LTD ADR   2017-08-23 2019-10-02
7 TCEHY - TENCENT HLDGS LTD ADR   2017-08-23 2019-10-10
9 TCEHY - TENCENT HLDGS LTD ADR   2017-08-24 2019-10-10
15 TCEHY - TENCENT HLDGS LTD ADR   2017-08-24 2019-10-10
12 TCEHY - TENCENT HLDGS LTD ADR   2017-08-24 2019-10-10
31 TCEHY - TENCENT HLDGS LTD ADR   2017-08-25 2019-10-10
5 TCEHY - TENCENT HLDGS LTD ADR   2017-08-25 2019-10-11
35 TCEHY - TENCENT HLDGS LTD ADR   2017-08-25 2019-10-11
7 VRTX - VERTEX PHARMACEUTICALS INC COM   2017-08-31 2019-12-09
2 UNH - UNITEDHEALTH GROUP INC COM   2017-09-01 2019-03-05
4 UNH - UNITEDHEALTH GROUP INC COM   2017-09-01 2019-02-28
6 UNH - UNITEDHEALTH GROUP INC COM   2017-09-01 2019-02-28
3 ITW - ILL TOOL WKS INC COM   2017-09-07 2019-10-30
4 BA - BOEING CO COM   2017-09-13 2019-06-12
2 BA - BOEING CO COM   2017-09-14 2019-05-23
6 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2017-09-25 2019-10-10
4 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2017-09-26 2019-06-12
2 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2017-09-26 2019-10-10
4 GS - GOLDMAN SACHS GROUP INC COM   2017-09-28 2019-03-25
1 RHT - #REORG/RED HAT CASH MERGER 07-09-2019   2017-10-10 2019-04-17
2 MCD - MC DONALDS CORP COM   2017-10-11 2019-01-31
5 EL - ESTEE LAUDER COMPANIES INC CL A USD0.01   2017-10-13 2019-06-12
23 AMGN - AMGEN INC COM   2017-10-17 2019-03-07
18 AMGN - AMGEN INC COM   2017-10-17 2019-02-07
5 PPRUY - KERING S A ADR   2017-10-20 2019-10-10
7 PPRUY - KERING S A ADR   2017-10-20 2019-10-30
25 PPRUY - KERING S A ADR   2017-10-24 2019-10-10
4 PPRUY - KERING S A ADR   2017-10-24 2019-06-12
1 PYPL - PAYPAL HLDGS INC COM   2017-10-25 2019-06-12
13 PYPL - PAYPAL HLDGS INC COM   2017-10-25 2019-07-29
2 PYPL - PAYPAL HLDGS INC COM   2017-10-25 2019-08-02
2 PYPL - PAYPAL HLDGS INC COM   2017-10-25 2019-07-22
12 PYPL - PAYPAL HLDGS INC COM   2017-10-25 2019-07-22
22 PPRUY - KERING S A ADR   2017-10-26 2019-04-18
4 UNH - UNITEDHEALTH GROUP INC COM   2017-10-26 2019-02-08
14 PPRUY - KERING S A ADR   2017-10-27 2019-04-18
1 SRE - SEMPRA ENERGY INC COM STK   2017-10-30 2019-09-24
4 SRE - SEMPRA ENERGY INC COM STK   2017-10-30 2019-10-30
22 TXN - TEXAS INSTRUMENTS INC COM   2017-10-30 2019-08-05
9 PYPL - PAYPAL HLDGS INC COM   2017-11-01 2019-06-12
4 TSLA - TESLA INC COM USD0.001   2017-11-08 2019-06-12
4 TSLA - TESLA INC COM USD0.001   2017-11-08 2019-04-22
4 CVX - CHEVRON CORP COM   2017-11-14 2019-10-30
34 HPQ - HP INC COM   2017-11-14 2019-10-16
58 HPQ - HP INC COM   2017-11-14 2019-10-21
56 HPQ - HP INC COM   2017-11-14 2019-10-22
6 AVGO - BROADCOM INC COM   2017-11-17 2019-04-23
3 ILMN - ILLUMINA INC COM   2017-11-22 2019-06-12
2 ILMN - ILLUMINA INC COM   2017-11-28 2019-06-12
1 COST - COSTCO WHOLESALE CORP NEW COM   2017-11-30 2019-10-10
1 COST - COSTCO WHOLESALE CORP NEW COM   2017-11-30 2019-09-17
4 COST - COSTCO WHOLESALE CORP NEW COM   2017-12-01 2019-10-10
7 PPRUY - KERING S A ADR   2017-12-01 2019-06-12
4 HD - HOME DEPOT INC COM   2017-12-05 2019-02-27
3 HD - HOME DEPOT INC COM   2017-12-06 2019-10-10
23 TCEHY - TENCENT HLDGS LTD ADR   2017-12-06 2019-01-23
24 TCEHY - TENCENT HLDGS LTD ADR   2017-12-06 2019-08-02
1 TCEHY - TENCENT HLDGS LTD ADR   2017-12-06 2019-08-02
3 TCEHY - TENCENT HLDGS LTD ADR   2017-12-06 2019-10-01
10 TCEHY - TENCENT HLDGS LTD ADR   2017-12-06 2019-06-13
4 AVGO - BROADCOM INC COM   2017-12-08 2019-04-25
8 HD - HOME DEPOT INC COM   2017-12-08 2019-02-27
3 HD - HOME DEPOT INC COM   2017-12-11 2019-10-10
5 HD - HOME DEPOT INC COM   2017-12-11 2019-06-12
2 PYPL - PAYPAL HLDGS INC COM   2017-12-11 2019-06-12
6 COST - COSTCO WHOLESALE CORP NEW COM   2017-12-12 2019-06-12
1 GS - GOLDMAN SACHS GROUP INC COM   2017-12-12 2019-03-25
2 GS - GOLDMAN SACHS GROUP INC COM   2017-12-12 2019-03-21
2 JPM - JPMORGAN CHASE & CO COM   2017-12-12 2019-02-28
11 PPRUY - KERING S A ADR   2017-12-12 2019-04-18
2 PPRUY - KERING S A ADR   2017-12-12 2019-05-20
2 GS - GOLDMAN SACHS GROUP INC COM   2017-12-13 2019-03-06
2 GS - GOLDMAN SACHS GROUP INC COM   2017-12-13 2019-03-21
1 PPRUY - KERING S A ADR   2017-12-13 2019-06-12
14 PPRUY - KERING S A ADR   2017-12-13 2019-05-20
3 COST - COSTCO WHOLESALE CORP NEW COM   2017-12-18 2019-03-06
18 TCEHY - TENCENT HLDGS LTD ADR   2017-12-18 2019-01-23
16 TCEHY - TENCENT HLDGS LTD ADR   2017-12-19 2019-01-23
2 TCEHY - TENCENT HLDGS LTD ADR   2017-12-19 2019-01-23
13 TCEHY - TENCENT HLDGS LTD ADR   2017-12-19 2019-01-23
3 RHT - #REORG/RED HAT CASH MERGER 07-09-2019   2017-12-21 2019-04-17
8 ALXN - ALEXION PHARMACEUTICALS INC COM   2017-12-29 2019-06-13
3 ALXN - ALEXION PHARMACEUTICALS INC COM   2018-01-03 2019-06-07
8 ALXN - ALEXION PHARMACEUTICALS INC COM   2018-01-03 2019-06-10
7 ALXN - ALEXION PHARMACEUTICALS INC COM   2018-01-05 2019-06-12
1 AVGO - BROADCOM INC COM   2018-01-05 2019-10-30
3 COST - COSTCO WHOLESALE CORP NEW COM   2018-01-05 2019-09-17
2 SQ - SQUARE INC CL A CL A   2018-01-05 2019-06-12
7 SQ - SQUARE INC CL A CL A   2018-01-05 2019-08-12
17 SQ - SQUARE INC CL A CL A   2018-01-05 2019-04-25
2 VRTX - VERTEX PHARMACEUTICALS INC COM   2018-01-08 2019-12-09
3 SQ - SQUARE INC CL A CL A   2018-01-10 2019-04-24
9 SQ - SQUARE INC CL A CL A   2018-01-10 2019-04-25
12 SQ - SQUARE INC CL A CL A   2018-01-12 2019-04-24
18 JPM - JPMORGAN CHASE & CO COM   2018-01-18 2019-02-22
10 JPM - JPMORGAN CHASE & CO COM   2018-01-18 2019-02-22
6 JPM - JPMORGAN CHASE & CO COM   2018-01-18 2019-02-28
2 AVGO - BROADCOM INC COM   2018-01-31 2019-06-12
15 NKE - NIKE INC CL B   2018-02-14 2019-03-06
2 AMZN - AMAZON COM INC COM   2018-02-15 2019-04-02
2 NFLX - NETFLIX INC COM STK   2018-02-15 2019-06-12
3 BA - BOEING CO COM   2018-02-16 2019-05-23
4 GS - GOLDMAN SACHS GROUP INC COM   2018-02-16 2019-03-06
20 TCEHY - TENCENT HLDGS LTD ADR   2018-02-20 2019-06-04
12 TCEHY - TENCENT HLDGS LTD ADR   2018-02-20 2019-05-23
2 TCEHY - TENCENT HLDGS LTD ADR   2018-02-21 2019-05-23
2 BA - BOEING CO COM   2018-03-06 2019-05-23
4 GS - GOLDMAN SACHS GROUP INC COM   2018-03-08 2019-03-21
6 VRTX - VERTEX PHARMACEUTICALS INC COM   2018-03-08 2019-06-12
4 ATVI - ACTIVISION BLIZZARD INC COM STK   2018-03-08 2019-02-25
2 GS - GOLDMAN SACHS GROUP INC COM   2018-03-09 2019-03-21
2 HPQ - HP INC COM   2018-03-09 2019-09-24
57 HPQ - HP INC COM   2018-03-09 2019-10-15
41 HPQ - HP INC COM   2018-03-09 2019-10-16
4 TCEHY - TENCENT HLDGS LTD ADR   2018-03-22 2019-06-13
61 TCEHY - TENCENT HLDGS LTD ADR   2018-03-22 2019-06-10
9 TCEHY - TENCENT HLDGS LTD ADR   2018-03-22 2019-06-04
15 TCEHY - TENCENT HLDGS LTD ADR   2018-03-22 2019-06-10
80 TCEHY - TENCENT HLDGS LTD ADR   2018-03-22 2019-06-12
16 NKE - NIKE INC CL B   2018-04-17 2019-06-12
10 CRM - SALESFORCE COM INC COM STK   2018-04-18 2019-06-12
6 NKE - NIKE INC CL B   2018-04-18 2019-10-30
8 NKE - NIKE INC CL B   2018-04-18 2019-10-10
3 NKE - NIKE INC CL B   2018-04-18 2019-06-12
7 CRM - SALESFORCE COM INC COM STK   2018-04-19 2019-06-12
3 PSX - PHILLIPS 66 COM   2018-04-20 2019-10-30
13 FB - FACEBOOK INC COM USD0.000006 CL 'A'   2018-05-02 2019-06-12
4 FLT - FLEETCOR TECHNOLOGIES INC COM   2018-05-04 2019-06-12
1 GOOG - ALPHABET INC CAP STK USD0.001 CL C   2018-05-04 2019-10-10
1 GOOG - ALPHABET INC CAP STK USD0.001 CL C   2018-05-04 2019-06-12
1 GOOGL - ALPHABET INC CAPITAL STOCK USD0.001 CL A   2018-05-04 2019-06-12
1 GOOGL - ALPHABET INC CAPITAL STOCK USD0.001 CL A   2018-05-04 2019-10-10
5 NVDA - NVIDIA CORP COM   2018-05-11 2019-10-10
4 NVDA - NVIDIA CORP COM   2018-05-11 2019-06-12
1 GOOG - ALPHABET INC CAP STK USD0.001 CL C   2018-05-17 2019-06-05
1 GOOGL - ALPHABET INC CAPITAL STOCK USD0.001 CL A   2018-05-17 2019-06-05
5 NVDA - NVIDIA CORP COM   2018-05-17 2019-10-10
17 TCEHY - TENCENT HLDGS LTD ADR   2018-05-18 2019-06-13
12 ALB - ALBEMARLE CORP COM   2018-05-18 2019-01-16
9 ALB - ALBEMARLE CORP COM   2018-05-18 2019-01-16
24 AZN - ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-05-22 2019-06-12
1 AVGO - BROADCOM INC COM   2018-05-25 2019-06-12
4 NVDA - NVIDIA CORP COM   2018-06-01 2019-06-12
6 UNH - UNITEDHEALTH GROUP INC COM   2018-06-01 2019-06-13
1 UNH - UNITEDHEALTH GROUP INC COM   2018-06-01 2019-06-12
1 TCEHY - TENCENT HLDGS LTD ADR   2018-06-04 2019-06-10
1 CMG - CHIPOTLE MEXICAN GRILL INC COM STK   2018-06-08 2019-06-12
5 MMC - MARSH & MCLENNAN CO'S INC COM   2018-06-15 2019-10-30
2 MMC - MARSH & MCLENNAN CO'S INC COM   2018-06-15 2019-09-24
13 BMY - BRISTOL MYERS SQUIBB CO COM   2018-06-15 2019-04-05
16 BMY - BRISTOL MYERS SQUIBB CO COM   2018-06-15 2019-04-08
13 BMY - BRISTOL MYERS SQUIBB CO COM   2018-06-18 2019-04-08
6 FLT - FLEETCOR TECHNOLOGIES INC COM   2018-06-20 2019-10-10
5 FB - FACEBOOK INC COM USD0.000006 CL 'A'   2018-07-11 2019-09-17
5 MA - MASTERCARD INC CL A   2018-07-12 2019-10-10
15 BMY - BRISTOL MYERS SQUIBB CO COM   2018-07-12 2019-04-05
6 ALXN - ALEXION PHARMACEUTICALS INC COM   2018-07-13 2019-07-25
1 ILMN - ILLUMINA INC COM   2018-07-13 2019-09-17
1 ILMN - ILLUMINA INC COM   2018-07-13 2019-10-10
2 ISRG - INTUITIVE SURGICAL INC COM NEW STK   2018-07-13 2019-10-10
6 MA - MASTERCARD INC CL A   2018-07-13 2019-10-10
3 SPLK - SPLUNK INC COMSTK COM USD0.001   2018-07-13 2019-10-10
5 TSLA - TESLA INC COM USD0.001   2018-07-13 2019-10-10
1 TSLA - TESLA INC COM USD0.001   2018-07-13 2019-10-30
16 ATVI - ACTIVISION BLIZZARD INC COM STK   2018-07-13 2019-02-25
3 BA - BOEING CO COM   2018-07-16 2019-10-10
3 VRTX - VERTEX PHARMACEUTICALS INC COM   2018-07-16 2019-11-20
7 SPLK - SPLUNK INC COMSTK COM USD0.001   2018-07-17 2019-10-10
10 ALB - ALBEMARLE CORP COM   2018-07-18 2019-01-16
2 ALXN - ALEXION PHARMACEUTICALS INC COM   2018-07-20 2019-07-26
9 ALXN - ALEXION PHARMACEUTICALS INC COM   2018-07-20 2019-07-25
1 GOOG - ALPHABET INC CAP STK USD0.001 CL C   2018-07-20 2019-10-10
1 GOOGL - ALPHABET INC CAPITAL STOCK USD0.001 CL A   2018-07-20 2019-10-10
4 BA - BOEING CO COM   2018-07-25 2019-10-10
15 CELG - #REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3   2018-07-25 2019-01-23
3 SPG - SIMON PROPERTY GROUP INC COM   2018-07-26 2019-10-30
9 USB - US BANCORP   2018-07-26 2019-10-30
15 AZN - ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-07-27 2019-10-10
2 CMG - CHIPOTLE MEXICAN GRILL INC COM STK   2018-07-27 2019-10-10
16 CELG - #REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3   2018-07-27 2019-01-18
1 CELG - #REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3   2018-07-27 2019-01-23
18 AZN - ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-07-31 2019-04-30
2 AAPL - APPLE INC COM STK   2018-08-01 2019-10-30
17 AAPL - APPLE INC COM STK   2018-08-01 2019-10-10
3 MSFT - MICROSOFT CORP COM   2018-08-01 2019-10-10
7 MSFT - MICROSOFT CORP COM   2018-08-01 2019-09-11
12 AZN - ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-08-01 2019-05-13
18 AZN - ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-08-01 2019-05-10
13 CELG - #REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3   2018-08-10 2019-01-17
1 TSLA - TESLA INC COM USD0.001   2018-08-13 2019-10-10
1 CELG - #REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3   2018-08-13 2019-01-17
1 GOOG - ALPHABET INC CAP STK USD0.001 CL C   2018-08-14 2019-10-10
7 MSFT - MICROSOFT CORP COM   2018-08-14 2019-09-11
9 MSFT - MICROSOFT CORP COM   2018-08-14 2019-09-11
1 GOOGL - ALPHABET INC CAPITAL STOCK USD0.001 CL A   2018-08-15 2019-10-10
1 ISRG - INTUITIVE SURGICAL INC COM NEW STK   2018-08-17 2019-10-10
2 NVDA - NVIDIA CORP COM   2018-08-17 2019-10-10
3 NVDA - NVIDIA CORP COM   2018-08-17 2019-12-05
3 NVDA - NVIDIA CORP COM   2018-08-17 2019-10-30
19 NKE - NIKE INC CL B   2018-08-21 2019-10-10
3 ILMN - ILLUMINA INC COM   2018-08-24 2019-09-17
2 LLY - ELI LILLY & CO COM   2018-08-24 2019-10-30
8 SBUX - STARBUCKS CORP COM   2018-08-24 2019-10-30
2 SBUX - STARBUCKS CORP COM   2018-08-24 2019-09-24
4 SAFRY - SAFRAN ADR   2018-09-06 2019-10-30
2 SAFRY - SAFRAN ADR   2018-09-11 2019-10-30
9 AZN - ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-09-12 2019-10-30
13 AZN - ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-09-12 2019-10-10
6 BABA - ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS ADS   2018-09-12 2019-10-10
4 SAFRY - SAFRAN ADR   2018-09-12 2019-10-30
41 SAFRY - SAFRAN ADR   2018-09-12 2019-10-10
1 SPGI - S&P GLOBAL INC COM   2018-09-19 2019-10-10
4 SPGI - S&P GLOBAL INC COM   2018-09-19 2019-10-10
4 SPGI - S&P GLOBAL INC COM   2018-09-19 2019-06-12
10 AZN - ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-09-25 2019-10-10
5 MCD - MC DONALDS CORP COM   2018-09-25 2019-10-30
10 AZN - ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-09-25 2019-05-13
11 AZN - ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-09-26 2019-04-30
26 AZN - ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-09-26 2019-04-30
7 ALXN - ALEXION PHARMACEUTICALS INC COM   2018-09-26 2019-07-31
1 VRTX - VERTEX PHARMACEUTICALS INC COM   2018-09-27 2019-10-30
2 VRTX - VERTEX PHARMACEUTICALS INC COM   2018-09-27 2019-11-20
2 ALXN - ALEXION PHARMACEUTICALS INC COM   2018-09-27 2019-07-31
9 ALXN - ALEXION PHARMACEUTICALS INC COM   2018-09-27 2019-07-26
8 VRTX - VERTEX PHARMACEUTICALS INC COM   2018-10-01 2019-10-10
5 ILMN - ILLUMINA INC COM   2018-10-08 2019-10-10
6 CRM - SALESFORCE COM INC COM STK   2018-10-11 2019-10-30
15 TCEHY - TENCENT HLDGS LTD ADR   2018-10-11 2019-10-24
32 TCEHY - TENCENT HLDGS LTD ADR   2018-10-11 2019-10-16
12 TCEHY - TENCENT HLDGS LTD ADR   2018-10-12 2019-10-16
3 TCEHY - TENCENT HLDGS LTD ADR   2018-10-12 2019-10-11
6 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2018-10-15 2019-10-01
14 MRK - MERCK & CO INC NEW COM   2018-10-18 2019-04-16
11 MRK - MERCK & CO INC NEW COM   2018-10-18 2019-04-12
12 AZN - ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM   2018-10-18 2019-05-10
2 EW - EDWARDS LIFESCIENCES CORP COM   2018-10-18 2019-10-30
3 EW - EDWARDS LIFESCIENCES CORP COM   2018-10-18 2019-12-09
5 EW - EDWARDS LIFESCIENCES CORP COM   2018-10-18 2019-12-12
2 UNP - UNION PAC CORP COM   2018-10-19 2019-10-30
1 NOW - SERVICENOW INC COM USD0.001   2018-10-19 2019-10-10
2 MRK - MERCK & CO INC NEW COM   2018-10-22 2019-04-10
21 MRK - MERCK & CO INC NEW COM   2018-10-22 2019-04-05
10 MRK - MERCK & CO INC NEW COM   2018-10-23 2019-04-16
3 ADBE - ADOBE SYS INC COM   2018-10-25 2019-10-30
4 NVDA - NVIDIA CORP COM   2018-10-25 2019-12-05
25 MRK - MERCK & CO INC NEW COM   2018-10-29 2019-04-10
3 MRK - MERCK & CO INC NEW COM   2018-10-29 2019-04-12
2 NFLX - NETFLIX INC COM STK   2018-10-29 2019-10-30
6 MRK - MERCK & CO INC NEW COM   2018-10-30 2019-04-10
3 EW - EDWARDS LIFESCIENCES CORP COM   2018-11-01 2019-12-06
1 EW - EDWARDS LIFESCIENCES CORP COM   2018-11-01 2019-12-09
5 GS - GOLDMAN SACHS GROUP INC COM   2018-11-02 2019-03-28
5 UNP - UNION PAC CORP COM   2018-11-06 2019-10-10
1 UNP - UNION PAC CORP COM   2018-11-07 2019-10-10
4 UNP - UNION PAC CORP COM   2018-11-07 2019-09-19
30 TCEHY - TENCENT HLDGS LTD ADR   2018-11-08 2019-10-28
21 TCEHY - TENCENT HLDGS LTD ADR   2018-11-08 2019-10-25
6 TCEHY - TENCENT HLDGS LTD ADR   2018-11-08 2019-10-24
17 SQ - SQUARE INC CL A CL A   2018-11-08 2019-08-12
3 TSLA - TESLA INC COM USD0.001   2018-11-20 2019-12-31
13 BMY - BRISTOL MYERS SQUIBB CO COM   2018-12-07 2019-04-08
4 BMY - BRISTOL MYERS SQUIBB CO COM   2018-12-07 2019-04-10
14 BMY - BRISTOL MYERS SQUIBB CO COM   2018-12-07 2019-04-09
2 BMY - BRISTOL MYERS SQUIBB CO COM   2018-12-07 2019-04-09
3 AMT - AMERICAN TOWER CORP   2018-12-07 2019-11-27
4 AMT - AMERICAN TOWER CORP   2018-12-07 2019-06-12
5 AMT - AMERICAN TOWER CORP   2018-12-07 2019-11-22
8 AMT - AMERICAN TOWER CORP   2018-12-14 2019-11-27
4 MRK - MERCK & CO INC NEW COM   2018-12-21 2019-04-05
7 MRK - MERCK & CO INC NEW COM   2018-12-21 2019-01-25
9 MRK - MERCK & CO INC NEW COM   2018-12-21 2019-01-24
10 BMY - BRISTOL MYERS SQUIBB CO COM   2018-12-21 2019-04-10
6 MCD - MC DONALDS CORP COM   2019-01-03 2019-02-13
10 ALXN - ALEXION PHARMACEUTICALS INC COM   2019-01-16 2019-08-02
3 ALXN - ALEXION PHARMACEUTICALS INC COM   2019-01-17 2019-08-02
2 ALXN - ALEXION PHARMACEUTICALS INC COM   2019-01-17 2019-08-01
10 SQ - SQUARE INC CL A CL A   2019-01-18 2019-10-31
3 SQ - SQUARE INC CL A CL A   2019-01-18 2019-10-30
8 BMRN - BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010   2019-01-18 2019-10-01
3 ALXN - ALEXION PHARMACEUTICALS INC COM   2019-01-18 2019-07-31
10 ALXN - ALEXION PHARMACEUTICALS INC COM   2019-01-18 2019-08-01
6 EW - EDWARDS LIFESCIENCES CORP COM   2019-01-23 2019-10-10
11 BMY - BRISTOL MYERS SQUIBB CO COM   2019-01-23 2019-04-10
9 PYPL - PAYPAL HLDGS INC COM   2019-01-24 2019-09-27
2 PYPL - PAYPAL HLDGS INC COM   2019-01-24 2019-10-10
8 MCD - MC DONALDS CORP COM   2019-01-24 2019-02-13
7 PYPL - PAYPAL HLDGS INC COM   2019-01-25 2019-09-27
3 PYPL - PAYPAL HLDGS INC COM   2019-01-29 2019-10-23
9 PYPL - PAYPAL HLDGS INC COM   2019-01-29 2019-10-10
4 PYPL - PAYPAL HLDGS INC COM   2019-01-29 2019-10-16
1 PYPL - PAYPAL HLDGS INC COM   2019-01-31 2019-10-30
19 PYPL - PAYPAL HLDGS INC COM   2019-01-31 2019-10-23
4 KO - COCA COLA CO COM   2019-02-04 2019-10-30
11 LOW - LOWES COS INC COM   2019-02-07 2019-05-29
2 LOW - LOWES COS INC COM   2019-02-08 2019-05-28
9 LOW - LOWES COS INC COM   2019-02-08 2019-05-29
1 EW - EDWARDS LIFESCIENCES CORP COM   2019-02-11 2019-06-12
4 EW - EDWARDS LIFESCIENCES CORP COM   2019-02-11 2019-07-22
3 UNP - UNION PAC CORP COM   2019-02-13 2019-07-22
7 UNP - UNION PAC CORP COM   2019-02-13 2019-09-19
2 SAGE - SAGE THERAPEUTICS INC COM   2019-02-13 2019-10-10
7 SAGE - SAGE THERAPEUTICS INC COM   2019-02-13 2019-12-05
14 LOW - LOWES COS INC COM   2019-02-13 2019-05-28
7 UNP - UNION PAC CORP COM   2019-02-22 2019-06-12
5 UNP - UNION PAC CORP COM   2019-02-22 2019-07-22
3 SAGE - SAGE THERAPEUTICS INC COM   2019-02-26 2019-12-05
7 SAGE - SAGE THERAPEUTICS INC COM   2019-02-26 2019-12-05
2 NOW - SERVICENOW INC COM USD0.001   2019-02-26 2019-10-10
3 LOW - LOWES COS INC COM   2019-02-27 2019-05-28
7 LOW - LOWES COS INC COM   2019-02-27 2019-05-24
10 LOW - LOWES COS INC COM   2019-02-27 2019-05-22
11 SAGE - SAGE THERAPEUTICS INC COM   2019-03-06 2019-12-05
4 WFC - WELLS FARGO & CO NEW COM STK   2019-03-07 2019-10-30
5 SQ - SQUARE INC CL A CL A   2019-03-18 2019-08-12
13 SQ - SQUARE INC CL A CL A   2019-03-18 2019-10-10
2 ISRG - INTUITIVE SURGICAL INC COM NEW STK   2019-03-18 2019-06-12
2 DHR - DANAHER CORP COM   2019-03-21 2019-10-10
2 DHR - DANAHER CORP COM   2019-03-21 2019-10-30
14 LOW - LOWES COS INC COM   2019-04-01 2019-05-22
1 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-04-05 2019-07-22
7 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-04-05 2019-06-24
29 SAFRY - SAFRAN ADR   2019-04-05 2019-06-12
19 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-04-05 2019-10-10
1 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-04-08 2019-07-22
7 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-04-08 2019-09-11
13 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-04-09 2019-10-10
21 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-04-09 2019-06-12
4 SAGE - SAGE THERAPEUTICS INC COM   2019-04-10 2019-06-12
3 SAGE - SAGE THERAPEUTICS INC COM   2019-04-10 2019-10-10
5 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-04-15 2019-09-12
2 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-04-15 2019-10-10
9 CMCSA - COMCAST CORP NEW-CL A   2019-04-16 2019-10-30
4 TSM - TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10   2019-04-17 2019-05-28
40 TSM - TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10   2019-04-17 2019-05-29
4 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-04-17 2019-06-12
2 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-04-17 2019-06-24
11 TSM - TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10   2019-04-18 2019-05-17
14 TSM - TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10   2019-04-18 2019-05-28
18 TSM - TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10   2019-04-18 2019-05-24
2 QCOM - QUALCOMM INC COM   2019-04-22 2019-10-30
34 TSM - TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10   2019-04-23 2019-05-17
4 QCOM - QUALCOMM INC COM   2019-04-23 2019-06-12
13 QCOM - QUALCOMM INC COM   2019-04-23 2019-10-10
4 LULU - LULULEMON ATHLETICA INC COM   2019-04-23 2019-12-05
2 LULU - LULULEMON ATHLETICA INC COM   2019-04-23 2019-10-30
3 LULU - LULULEMON ATHLETICA INC COM   2019-04-23 2019-10-10
15 QCOM - QUALCOMM INC COM   2019-04-24 2019-06-12
4 LULU - LULULEMON ATHLETICA INC COM   2019-04-24 2019-10-10
5 NOW - SERVICENOW INC COM USD0.001   2019-04-29 2019-07-30
2 LULU - LULULEMON ATHLETICA INC COM   2019-04-29 2019-10-10
7 LULU - LULULEMON ATHLETICA INC COM   2019-04-29 2019-06-12
1 NOW - SERVICENOW INC COM USD0.001   2019-04-30 2019-07-30
4 NOW - SERVICENOW INC COM USD0.001   2019-04-30 2019-06-12
1 NOW - SERVICENOW INC COM USD0.001   2019-05-02 2019-07-30
2 NOW - SERVICENOW INC COM USD0.001   2019-05-02 2019-10-10
3 QCOM - QUALCOMM INC COM   2019-05-10 2019-10-30
6 QCOM - QUALCOMM INC COM   2019-05-10 2019-10-10
5 UBER - UBER TECHNOLOGIES INC COM USD0.00001   2019-05-13 2019-06-12
5 XLNX - XILINX INC COM   2019-05-17 2019-10-10
4 XLNX - XILINX INC COM   2019-05-17 2019-06-12
5 DHR - DANAHER CORP COM   2019-05-22 2019-06-12
6 DHR - DANAHER CORP COM   2019-05-22 2019-10-10
2 GH - GUARDANT HEALTH INC COM   2019-05-28 2019-10-30
2 GH - GUARDANT HEALTH INC COM   2019-05-28 2019-06-12
3 GH - GUARDANT HEALTH INC COM   2019-05-28 2019-10-10
3 SYY - SYSCO CORP COM   2019-05-29 2019-10-30
1 EXAS - EXACT SCIENCES CORP COM   2019-05-29 2019-06-12
7 DIS - WALT DISNEY CO   2019-06-07 2019-06-12
2 DIS - WALT DISNEY CO   2019-06-07 2019-10-10
2 TWLO - TWILIO INC CL A CL A   2019-06-10 2019-06-12
6 TWLO - TWILIO INC CL A CL A   2019-06-10 2019-10-10
4 EW - EDWARDS LIFESCIENCES CORP COM   2019-06-10 2019-06-12
1 DIS - WALT DISNEY CO   2019-06-10 2019-10-10
3 DIS - WALT DISNEY CO   2019-06-10 2019-10-30
14 SQ - SQUARE INC CL A CL A   2019-06-13 2019-11-01
8 DIS - WALT DISNEY CO   2019-06-13 2019-10-10
13 SAP - SAP SE-SPONSORED ADR   2019-06-26 2019-09-26
13 SAP - SAP SE-SPONSORED ADR   2019-06-27 2019-09-26
10 SAP - SAP SE-SPONSORED ADR   2019-06-28 2019-09-26
15 SAP - SAP SE-SPONSORED ADR   2019-07-03 2019-09-26
2 UBER - UBER TECHNOLOGIES INC COM USD0.00001   2019-07-22 2019-10-30
13 UBER - UBER TECHNOLOGIES INC COM USD0.00001   2019-07-22 2019-10-10
2 EXAS - EXACT SCIENCES CORP COM   2019-07-29 2019-10-30
5 EXAS - EXACT SCIENCES CORP COM   2019-07-29 2019-10-10
6 AMT - AMERICAN TOWER CORP   2019-07-30 2019-11-08
1 AMT - AMERICAN TOWER CORP   2019-07-30 2019-11-07
1 AMT - AMERICAN TOWER CORP   2019-07-30 2019-11-22
1 OLED - UNVL DISPLAY CORP COM   2019-07-31 2019-10-10
2 ADDYY - ADIDAS AG   2019-08-01 2019-10-30
6 ADDYY - ADIDAS AG   2019-08-01 2019-10-10
5 AMT - AMERICAN TOWER CORP   2019-08-02 2019-11-07
2 AMT - AMERICAN TOWER CORP   2019-08-02 2019-10-30
5 AMT - AMERICAN TOWER CORP   2019-08-02 2019-10-10
1 MDLZ - MONDELEZ INTL INC COM   2019-08-13 2019-10-30
3 DXCM - DEXCOM INC COM   2019-08-27 2019-10-10
3 SHOP - SHOPIFY INC CL A SHOPIFY INC   2019-09-12 2019-10-10
2 PNC - PNC FINANCIAL SERVICES GROUP COM STK   2019-09-23 2019-10-30
10 MDLZ - MONDELEZ INTL INC COM   2019-10-07 2019-10-30
1 STZ - CONSTELLATION BRANDS INC CL A CL A   2019-10-18 2019-10-30
9 EADSY - AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2019-10-22 2019-10-30
679 IBM - INTERNATIONAL BUSINESS MACHS CORP COM   2019-11-06 2019-11-12
RECLASS TO 1099   2019-12-31 2019-12-31
RECLASS TO 1099   2019-12-31 2019-12-31
18 ABBVIE INC COM   2013-07-30 2016-04-16
45 ABBVIE INC COM   2013-07-30 2019-02-04
31 ABBV INC COM   2013-07-30 2019-08-05
3 ADP AUTOMATIC DATA PROCESSING   2013-07-30 2019-10-30
60 MO ALTRIA GROUP INC P 2013-07-30 2019-09-23
(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 2,135   1,743 392
b 1,756   1,423 333
c 484   140 344
d 2,139   769 1,370
e 2,541   1,189 1,352
749   160 589
1,364   279 1,085
362   80 282
2,344   1,438 906
539   336 203
587   211 376
1,134   323 811
348   92 256
3,262   830 2,432
558   138 420
1,481   1,211 270
1,150   264 886
1,791   396 1,395
1,521   363 1,158
1,009   264 745
2,330   560 1,770
462   297 165
872   249 623
883   249 634
2,168   605 1,563
1,614   823 791
280   127 153
365   321 44
86   80 6
241   155 86
924   622 302
1,456   1,169 287
3,205   2,469 736
2,943   2,339 604
970   793 177
3,130   2,247 883
1,564   1,189 375
864   613 251
465   307 158
942   453 489
85   41 44
630   304 326
1,213   309 904
2,207   618 1,589
2,761   773 1,988
1,458   387 1,071
1,775   310 1,465
3,709   620 3,089
6,933   1,240 5,693
3,627   620 3,007
328   465 -137
804   930 -126
1,989   2,696 -707
575   651 -76
184   138 46
1,132   827 305
288   138 150
286   138 148
598   276 322
295   187 108
2,889   937 1,952
823   256 567
1,485   511 974
126   78 48
1,171   698 473
717   465 252
725   465 260
1,402   853 549
723   465 258
670   388 282
533   388 145
1,095   350 745
2,368   759 1,609
1,826   584 1,242
4,377   1,402 2,975
1,479   577 902
1,452   577 875
790   412 378
1,396   659 737
825   249 576
823   249 574
537   459 78
2,887   2,558 329
1,559   980 579
1,386   871 515
1,296   1,147 149
1,619   738 881
1,174   527 647
1,175   583 592
1,279   666 613
1,261   564 697
1,260   588 672
539   414 125
50,000   50,897 -897
80   109 -29
404   545 -141
743   300 443
1,618   1,327 291
1,505   742 763
160   82 78
2,099   1,071 1,028
849   545 304
280   149 131
1,620   1,040 580
241   304 -63
422   249 173
392   534 -142
712   288 424
1,983   864 1,119
2,393   1,008 1,385
3,511   1,440 2,071
927   716 211
662   511 151
322   340 -18
765   422 343
842   468 374
165   94 71
129   140 -11
262   279 -17
756   423 333
334   157 177
704   314 390
843   516 327
154   156 -2
296   311 -15
385   398 -13
305   320 -15
154   160 -6
501   249 252
3,909   2,238 1,671
1,519   1,216 303
757   623 134
190   156 34
305   343 -38
76   86 -10
379   316 63
1,255   522 733
976   406 570
1,294   522 772
610   656 -46
2,092   870 1,222
2,898   2,744 154
342   343 -1
1,214   794 420
933   596 337
640   397 243
1,517   1,022 495
1,368   920 448
608   409 199
304   209 95
760   520 240
369   337 32
737   587 150
880   440 440
216   142 74
126   82 44
230   164 66
230   163 67
991   469 522
690   313 377
1,322   626 696
553   246 307
3,392   2,156 1,236
647   431 216
1,106   535 571
269   342 -73
71   85 -14
946   613 333
469   307 162
102   86 16
511   426 85
107   85 22
835   618 217
298   171 127
598   343 255
298   171 127
231   125 106
698   376 322
1,071   753 318
271   213 58
817   638 179
278   207 71
574   414 160
734   405 329
1,026   425 601
1,027   567 460
1,571   770 801
843   589 254
279   128 151
654   319 335
342   142 200
222   248 -26
700   842 -142
799   884 -85
129   147 -18
734   417 317
896   522 374
1,309   652 657
129   147 -18
800   928 -128
252   291 -39
253   291 -38
429   491 -62
371   446 -75
412   502 -90
590   781 -191
295   171 124
1,180   693 487
688   286 402
1,026   429 597
1,106   565 541
247   307 -60
790   932 -142
1,296   1,204 92
381   561 -180
381   562 -181
1,362   1,024 338
2,108   1,365 743
95   68 27
873   735 138
1,043   881 162
1,048   890 158
349   297 52
1,048   889 159
568   663 -95
1,571   1,339 232
1,196   1,112 84
537   450 87
912   546 366
918   545 373
698   600 98
358   300 58
431   346 85
209   173 36
1,138   1,111 27
755   555 200
57   49 8
236   197 39
650   526 124
392   266 126
1,962   1,458 504
711   553 158
245   184 61
1,032   473 559
704   315 389
977   801 176
345   267 78
1,086   899 187
2,348   1,521 827
112   69 43
763   655 108
522   468 54
624   562 62
109   94 15
609   867 -258
363   347 16
1,196   1,215 -19
1,421   1,111 310
237   189 48
635   566 69
479   382 97
635   573 62
1,464   1,419 45
871   657 214
167   131 36
504   363 141
1,076   908 168
1,064   1,205 -141
690   479 211
373   239 134
1,075   1,389 -314
232   151 81
422   303 119
470   303 167
1,056   541 515
537   704 -167
3,883   3,100 783
1,330   1,066 264
427   235 192
103   59 44
392   201 191
387   213 174
1,657   957 700
382   213 169
196   106 90
415   431 -16
284   301 -17
447   474 -27
288   301 -13
369   381 -12
617   636 -19
494   508 -14
1,269   1,310 -41
208   211 -3
1,457   1,476 -19
1,539   1,111 428
479   399 80
991   798 193
1,487   1,197 290
510   414 96
1,379   967 412
692   489 203
1,146   649 497
706   433 273
382   216 166
757   938 -181
183   118 65
358   325 33
883   554 329
4,171   4,252 -81
3,371   3,327 44
254   213 41
395   298 97
1,268   1,099 169
219   176 43
114   71 43
1,460   916 544
213   141 72
237   141 96
1,421   852 569
1,267   1,013 254
1,044   833 211
806   644 162
144   117 27
563   467 96
2,581   2,127 454
1,030   655 375
851   1,213 -362
1,053   1,213 -160
462   467 -5
576   723 -147
985   1,234 -249
948   1,192 -244
1,892   1,630 262
1,006   645 361
671   448 223
299   183 116
289   183 106
1,196   729 467
384   314 70
736   732 4
695   540 155
968   1,089 -121
1,075   1,135 -60
45   47 -2
124   142 -18
422   474 -52
1,239   1,049 190
1,472   1,470 2
695   546 149
993   910 83
229   146 83
1,536   1,129 407
189   257 -68
386   514 -128
209   214 -5
633   505 128
112   92 20
391   519 -128
386   519 -133
55   46 9
784   640 144
658   580 78
759   921 -162
674   815 -141
84   102 -18
548   663 -115
548   369 179
934   961 -27
355   377 -22
942   1,005 -63
840   862 -22
289   273 16
868   563 305
140   80 60
435   279 156
1,233   679 554
440   311 129
219   120 99
653   360 293
875   494 381
1,892   2,045 -153
1,051   1,135 -84
626   681 -55
558   497 61
1,279   1,021 258
3,627   2,920 707
688   548 140
1,038   1,069 -31
782   1,070 -288
850   1,157 -307
497   694 -197
83   118 -35
692   701 -9
772   1,065 -293
1,021   1,023 -2
168   304 -136
386   541 -155
37   49 -12
954   1,385 -431
695   996 -301
169   208 -39
2,661   3,189 -528
382   471 -89
654   782 -128
3,410   4,170 -760
1,329   1,080 249
1,512   1,239 273
538   403 135
747   537 210
249   201 48
1,059   869 190
349   332 17
2,265   2,296 -31
1,068   811 257
1,213   1,037 176
1,071   1,037 34
1,073   1,041 32
1,214   1,041 173
922   1,282 -360
586   1,025 -439
1,044   1,084 -40
1,048   1,088 -40
922   1,255 -333
718   884 -166
889   1,270 -381
667   952 -285
956   889 67
279   250 29
586   1,027 -441
1,467   1,454 13
243   242 1
44   53 -9
736   459 277
515   410 105
202   164 38
607   709 -102
747   872 -125
607   702 -95
1,726   1,325 401
929   1,018 -89
1,372   1,042 330
701   851 -150
712   814 -102
300   306 -6
299   306 -7
1,030   1,051 -21
1,646   1,236 410
357   317 40
1,228   1,585 -357
313   317 -4
673   1,298 -625
1,119   1,066 53
647   545 102
834   750 84
741   967 -226
230   271 -41
1,068   1,217 -149
1,213   1,193 20
1,214   1,205 9
1,493   1,409 84
1,300   1,305 -5
449   516 -67
516   472 44
654   573 81
1,647   936 711
1,384   1,395 -11
87   87 0
677   705 -28
484   401 83
3,914   3,412 502
418   318 100
949   743 206
446   465 -19
674   698 -24
1,130   1,184 -54
246   355 -109
87   91 -4
1,213   1,239 -26
949   766 183
1,220   987 233
1,214   1,229 -15
515   521 -6
369   489 -120
625   733 -108
606   733 -127
1,773   1,575 198
900   1,028 -128
226   211 15
671   421 250
180   105 75
158   136 22
79   68 11
439   340 99
567   491 76
1,003   971 32
158   137 21
1,581   1,404 177
251   213 38
1,004   853 151
889   853 36
436   387 49
979   827 152
372   387 -15
414   431 -17
979   1,020 -41
802   953 -151
199   190 9
432   380 52
229   276 -47
1,034   1,243 -209
1,360   1,551 -191
1,497   1,610 -113
944   842 102
606   531 75
1,339   1,133 206
502   454 48
125   113 12
387   600 -213
1,102   1,005 97
878   789 89
450   467 -17
477   294 183
697   442 255
1,150   736 414
336   297 39
264   183 81
162   144 18
1,706   1,516 190
787   716 71
828   750 78
834   795 39
2,026   1,797 229
240   216 24
582   572 10
486   432 54
731   450 281
232   150 82
949   1,136 -187
779   749 30
156   152 4
670   607 63
1,232   1,114 118
848   780 68
242   223 19
1,057   1,275 -218
1,256   1,040 216
607   694 -87
184   212 -28
643   743 -100
92   107 -15
643   502 141
844   669 175
1,053   837 216
1,715   1,332 383
325   295 30
512   516 -4
656   663 -7
460   503 -43
1,043   1,052 -9
1,116   1,122 -6
335   343 -8
232   228 4
612   719 -107
186   216 -30
516   781 -265
344   350 -6
1,161   1,167 -6
1,360   1,008 352
506   548 -42
929   829 100
202   184 18
1,391   1,492 -101
722   657 65
288   274 14
907   822 85
410   366 44
106   89 17
1,823   1,692 131
215   197 18
1,022   1,064 -42
185   194 -9
836   872 -36
184   174 10
779   698 81
519   503 16
1,172   1,174 -2
272   309 -37
428   1,083 -655
1,296   1,410 -114
1,194   1,191 3
865   851 14
181   457 -276
428   1,067 -639
527   472 55
278   322 -44
665   752 -87
989   1,075 -86
665   1,676 -1,011
208   198 10
311   374 -63
808   972 -164
1,004   1,119 -115
278   264 14
275   264 11
1,384   1,535 -151
199   192 7
1,272   1,341 -69
1,016   1,025 -9
615   634 -19
199   191 8
1,448   1,340 108
421   437 -16
726   706 20
676   679 -3
409   509 -100
1,021   954 67
385   382 3
401   378 23
151   177 -26
1,501   1,772 -271
758   770 -12
363   385 -22
445   494 -49
530   629 -99
691   809 -118
162   164 -2
1,374   1,540 -166
279   345 -66
983   1,121 -138
910   701 209
410   350 60
588   525 63
1,045   1,321 -276
785   711 74
1,422   1,346 76
392   356 36
1,186   1,245 -59
284   271 13
1,073   1,085 -12
284   262 22
527   524 3
243   254 -11
454   507 -53
210   188 22
468   531 -63
434   425 9
692   660 32
835   792 43
141   157 -16
174   157 17
183   236 -53
238   223 15
114   99 15
949   969 -20
260   277 -17
283   293 -10
670   878 -208
735   747 -12
130   137 -7
388   412 -24
871   1,005 -134
1,039   1,119 -80
1,524   1,754 -230
1,524   1,750 -226
1,172   1,370 -198
1,758   2,101 -343
67   87 -20
374   567 -193
168   217 -49
459   543 -84
1,236   1,244 -8
205   207 -2
211   207 4
167   217 -50
308   330 -22
920   990 -70
1,023   1,081 -58
432   432 0
1,137   1,081 56
52   55 -3
462   527 -65
978   1,072 -94
297   283 14
519   552 -33
191   197 -6
323   306 17
91,903   93,814 -1,911
4,258   3,756 502
5,542   4,327 1,215
1,458   803 655
3,516   2,007 1,509
2,033   1,383 650
491   189 302
2,472   2,135 337
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       392
b       333
c       344
d       1,370
e       1,352
      589
      1,085
      282
      906
      203
      376
      811
      256
      2,432
      420
      270
      886
      1,395
      1,158
      745
      1,770
      165
      623
      634
      1,563
      791
      153
      44
      6
      86
      302
      287
      736
      604
      177
      883
      375
      251
      158
      489
      44
      326
      904
      1,589
      1,988
      1,071
      1,465
      3,089
      5,693
      3,007
      -137
      -126
      -707
      -76
      46
      305
      150
      148
      322
      108
      1,952
      567
      974
      48
      473
      252
      260
      549
      258
      282
      145
      745
      1,609
      1,242
      2,975
      902
      875
      378
      737
      576
      574
      78
      329
      579
      515
      149
      881
      647
      592
      613
      697
      672
      125
      -897
      -29
      -141
      443
      291
      763
      78
      1,028
      304
      131
      580
      -63
      173
      -142
      424
      1,119
      1,385
      2,071
      211
      151
      -18
      343
      374
      71
      -11
      -17
      333
      177
      390
      327
      -2
      -15
      -13
      -15
      -6
      252
      1,671
      303
      134
      34
      -38
      -10
      63
      733
      570
      772
      -46
      1,222
      154
      -1
      420
      337
      243
      495
      448
      199
      95
      240
      32
      150
      440
      74
      44
      66
      67
      522
      377
      696
      307
      1,236
      216
      571
      -73
      -14
      333
      162
      16
      85
      22
      217
      127
      255
      127
      106
      322
      318
      58
      179
      71
      160
      329
      601
      460
      801
      254
      151
      335
      200
      -26
      -142
      -85
      -18
      317
      374
      657
      -18
      -128
      -39
      -38
      -62
      -75
      -90
      -191
      124
      487
      402
      597
      541
      -60
      -142
      92
      -180
      -181
      338
      743
      27
      138
      162
      158
      52
      159
      -95
      232
      84
      87
      366
      373
      98
      58
      85
      36
      27
      200
      8
      39
      124
      126
      504
      158
      61
      559
      389
      176
      78
      187
      827
      43
      108
      54
      62
      15
      -258
      16
      -19
      310
      48
      69
      97
      62
      45
      214
      36
      141
      168
      -141
      211
      134
      -314
      81
      119
      167
      515
      -167
      783
      264
      192
      44
      191
      174
      700
      169
      90
      -16
      -17
      -27
      -13
      -12
      -19
      -14
      -41
      -3
      -19
      428
      80
      193
      290
      96
      412
      203
      497
      273
      166
      -181
      65
      33
      329
      -81
      44
      41
      97
      169
      43
      43
      544
      72
      96
      569
      254
      211
      162
      27
      96
      454
      375
      -362
      -160
      -5
      -147
      -249
      -244
      262
      361
      223
      116
      106
      467
      70
      4
      155
      -121
      -60
      -2
      -18
      -52
      190
      2
      149
      83
      83
      407
      -68
      -128
      -5
      128
      20
      -128
      -133
      9
      144
      78
      -162
      -141
      -18
      -115
      179
      -27
      -22
      -63
      -22
      16
      305
      60
      156
      554
      129
      99
      293
      381
      -153
      -84
      -55
      61
      258
      707
      140
      -31
      -288
      -307
      -197
      -35
      -9
      -293
      -2
      -136
      -155
      -12
      -431
      -301
      -39
      -528
      -89
      -128
      -760
      249
      273
      135
      210
      48
      190
      17
      -31
      257
      176
      34
      32
      173
      -360
      -439
      -40
      -40
      -333
      -166
      -381
      -285
      67
      29
      -441
      13
      1
      -9
      277
      105
      38
      -102
      -125
      -95
      401
      -89
      330
      -150
      -102
      -6
      -7
      -21
      410
      40
      -357
      -4
      -625
      53
      102
      84
      -226
      -41
      -149
      20
      9
      84
      -5
      -67
      44
      81
      711
      -11
      0
      -28
      83
      502
      100
      206
      -19
      -24
      -54
      -109
      -4
      -26
      183
      233
      -15
      -6
      -120
      -108
      -127
      198
      -128
      15
      250
      75
      22
      11
      99
      76
      32
      21
      177
      38
      151
      36
      49
      152
      -15
      -17
      -41
      -151
      9
      52
      -47
      -209
      -191
      -113
      102
      75
      206
      48
      12
      -213
      97
      89
      -17
      183
      255
      414
      39
      81
      18
      190
      71
      78
      39
      229
      24
      10
      54
      281
      82
      -187
      30
      4
      63
      118
      68
      19
      -218
      216
      -87
      -28
      -100
      -15
      141
      175
      216
      383
      30
      -4
      -7
      -43
      -9
      -6
      -8
      4
      -107
      -30
      -265
      -6
      -6
      352
      -42
      100
      18
      -101
      65
      14
      85
      44
      17
      131
      18
      -42
      -9
      -36
      10
      81
      16
      -2
      -37
      -655
      -114
      3
      14
      -276
      -639
      55
      -44
      -87
      -86
      -1,011
      10
      -63
      -164
      -115
      14
      11
      -151
      7
      -69
      -9
      -19
      8
      108
      -16
      20
      -3
      -100
      67
      3
      23
      -26
      -271
      -12
      -22
      -49
      -99
      -118
      -2
      -166
      -66
      -138
      209
      60
      63
      -276
      74
      76
      36
      -59
      13
      -12
      22
      3
      -11
      -53
      22
      -63
      9
      32
      43
      -16
      17
      -53
      15
      15
      -20
      -17
      -10
      -208
      -12
      -7
      -24
      -134
      -80
      -230
      -226
      -198
      -343
      -20
      -193
      -49
      -84
      -8
      -2
      4
      -50
      -22
      -70
      -58
      0
      56
      -3
      -65
      -94
      14
      -33
      -6
      17
      -1,911
      502
      1,215
      655
      1,509
      650
      302
      337
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 2 116,258
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 186,151 2,462,644 0.075590
2017 130,470 2,598,541 0.050209
2016 140,417 2,211,769 0.063486
2015 168,475 1,923,765 0.087576
2014 123,115 1,900,671 0.064774
2
Total of line 1, column (d) .....................
2
0.341635
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
0.068327
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
2,616,428
5
Multiply line 4 by line 3......................
5
178,773
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,806
7
Add lines 5 and 6........................
7
180,579
8
Enter qualifying distributions from Part XII, line 4,.............
8
332,845
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 1,806
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 1,806
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 1,806
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 938
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,438
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 1,632
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet1,632 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletJOHN J TAYLOR III Telephone no.bullet (561) 354-2900

    Located atbullet655 N A1AJUPITERFL ZIP+4bullet33477
    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
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN J TAYLOR III TRUSTEE
    0.00
    0 0 0
    374 SOUTH BEACH ROAD
    HOBE SOUND,FL33455
    EDUARDA M TAYLOR TRUSTEE
    0.00
    0 0 0
    374 SOUTH BEACH ROAD
    HOBE SOUND,FL33455
    STUART M CABLE TRUSTEE
    0.00
    0 0 0
    293 FULLER STREET
    WEST NEWTON,MA02165
    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 NONE 0
    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 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    2,518,832
    b
    Average of monthly cash balances.......................
    1b
    137,440
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,656,272
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,656,272
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    39,844
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,616,428
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    130,821
    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
    130,821
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    1,806
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,806
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    129,015
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    129,015
    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
    129,015
    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
    332,845
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    332,845
    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
    1,806
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    331,039
    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 7 129,015
    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...... 29,942
    b From 2015...... 73,218
    c From 2016...... 30,710
    d From 2017...... 2,500
    e From 2018...... 65,263
    fTotal of lines 3a through e........ 201,633
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 332,845
    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..... 129,015
    e Remaining amount distributed out of corpus 203,830
    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 5 405,463
    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) ...
    29,942
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    375,521
    10 Analysis of line 9:
    a Excess from 2015.... 73,218
    b Excess from 2016.... 30,710
    c Excess from 2017.... 2,500
    d Excess from 2018.... 65,263
    e Excess from 2019.... 203,830
    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
    BOSTON COLLEGE FLYNN FUND
    140 COMMONWEALTH AVE
    CHESTNUT HILL,MA02467
    N/A PUBLIC CHARITY EDUCATION 38,500
    BOYS & GIRLS CLUBS OF NEWPORT COUNTY
    95 CHURCH STREET
    NEWPORT,RI02840
    N/A PUBLIC CHARITY ASSIST CHILDREN IN NEED 10,000
    BOYS & GIRLS CLUBS OF PALM BEACH CTY
    800 NORTHPOINT PARKWAY SUITE 204
    WEST PALM BEACH,FL33407
    N/A PUBLIC CHARITY ASSIST CHILDREN IN NEED 35,220
    BREAST CANCER RESEARCH FOUNDATION
    28 WEST 44TJ STREET STE 609
    NEW YORK,NY10036
    N/A PUBLIC CHARITY BREAST CANCER RESEARCH 30,000
    CENTER FOR CREATIVE EDUCATION
    4245 24TH STREET
    WEST PALM BEACH,FL33407
    N/A PUBLIC CHARITY EDUCATION 2,500
    CHILDREN'S HOME SOCIETY OF FLORIDA
    482 S KELLER ROAD
    ORLANDO,FL32810
    N/A PUBLIC CHARITY ASSIST CHILDREN IN NEED 5,000
    FIRST TEE
    425 SOUTH LEGACY TRAIL
    ST AUGUSTINE,FL32092
    N/A PUBLIC CHARITY YOUTH DEVELOPMENT 1,000
    GIRLS & BOYS CLUB OF MARTIN COUNTY
    11954 SE DIXIE HIGHWAY
    HOBE SOUND,FL33475
    N/A PUBLIC CHARITY ASSIST CHILDREN IN NEED 10,000
    HEARING OVARIAN CANCER
    360 CYPRESS DRIVE 4
    JUPITER,FL33469
    N/A PUBLIC CHARITY CANCER RESEARCH 14,600
    JUPITER MEDICAL CENTER FOUNDATION
    1210 SOUTH OLD DIXIE HIGHWAY
    JUPITER,FL33458
    N/A PUBLIC CHARITY MEDICAL RESEARCH 50,000
    NAPLES CHILDREN & EDUCATION FOUNDATION
    999 VANDERBILT BEACH RD STE 300
    NAPLES,FL34108
    N/A PUBLIC CHARITY ASSIST CHILDREN IN NEED 5,250
    NEWPORT HOSPITAL FOUNDATION
    11 FRIENDSHIP STREET
    NEWPORT,RI02840
    N/A PUBLIC CHARITY HEALTH ISSUES 14,000
    NICKLAUS CHILDREN'S HEALTH CARE FOUNDATION
    11770 US HIGHWAY ONE STE 308
    NORTH PALM BEACH,FL33408
    N/A PUBLIC CHARITY CHILDREN'S HEALTH 1,000
    NORTON MUSEUM OF ART
    1451 S OLIVE AVENUE
    WEST PALM BEACH,FL33401
    N/A PUBLIC CHARITY CULTURE 24,900
    PALM BEACH COUNTY CLUB FOUNDATION
    760 N OCEAN BLVD
    PALM BEACH,FL33480
    N/A PRIVATE OPERATING FO PROVIDE FINANCIAL ASSISTANCE TO PBC CHARITIES & INDIVIDUALS 2,500
    PEGGY ADAMS ANIMAL RESCUE LEAGUE
    3100 MILITARY TRAIL
    WEST PALM BEACH,FL33409
    N/A PUBLIC CHARITY PROVIDE MEDICAL SERVICES FOR ANIMALS 7,275
    SACRED HEART SCHOOL
    410 NORTH M STREET
    LAKE WORTH,FL33460
    N/A PUBLIC CHARITY EDUCATIONAL PROGRAMS FOR CHILDREN 5,000
    SAIL NEWPORT
    60 FORT ADAMS DR
    NEWPORT,RI02840
    N/A PUBLIC CHARITY EDUCATION 15,000
    SAIL TO PREVAIL
    PO BOX 1264
    NEWPORT,RI02840
    N/A PUBLIC CHARITY EDUCATION 15,000
    THE PRESERVATION SOCIETY OF NEWPORT COUNTY
    424 BELLEVUE AVENUE
    NEWPORT,RI02840
    N/A PUBLIC CHARITY HISTORIC PRESERVATION 10,000
    US SAILING FOUNDATION
    1 ROGER WILLIAMS UNIVERSITY WAY
    BRISTOL,RI02809
    N/A PUBLIC CHARITY PROVIDE EDUCATIONAL PROGRAMS FOR CHILDREN 1,000
    TOWN OF PALM BEACH UNITED WAY
    44 COCOANUT ROW M201
    PALM BEACH,FL33480
    N/A PUBLIC CHARITY ENSURE ACCESS TO PBC RESIDENTS TO QUALITY EDUCATION, STABILITY AND MEDICAL CARE 20,000
    US SAILING OF MARTING COUNTY
    1955 NE INDIAN RIVER DR
    JENSEN BEACH,FL34957
    N/A PUBLIC CHARITY EDUCATION 5,000
    VETERINARY INITIATIVE FOR ENDANGERED WILDLIFE
    1627 W MAIN ST SUITE 445
    BOZEMAN,MT59715
    N/A PUBLIC CHARITY WILDLIFE PROTECTION 100
    YELLOWSTONE COMMUNITY FOUNDATION
    1111 RESEARCH DR
    BOZEMAN,MT59718
    N/A PRIVATE OPERATING FO PRIVATE OPERATING FOUNDATION 10,000
    Total .................................bullet 3a 332,845
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........
        14 20,116  
    4 Dividends and interest from securities....     14 40,824  
    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.....     14 3,404  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 116,258  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 180,602 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    180,602
    (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.)
    7 N/A
    8 N/A
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2019)
    Additional Data


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