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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ANNE B SWEIGART CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1954 MELODY LANE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LANCASTER, PA176013926
A Employer identification number

20-2751003
B Telephone number (see instructions)

(717) 626-7778
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$10,012,562
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) 3,558
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 211,695 209,242  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 20,564
b Gross sales price for all assets on line 6a 1,857,835
7 Capital gain net income (from Part IV, line 2)... 20,564
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 235,817 229,806  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000 9,000   6,000
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 21,576 10,788 0 10,788
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 60,440 36,264   24,176
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 13,641 5,488   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy.............. 41,524     41,524
21 Travel, conferences, and meetings....... 74 0 0 74
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 15,260 6,215   8,573
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 167,515 67,755 0 91,135
25 Contributions, gifts, grants paid....... 266,000 266,000
26 Total expenses and disbursements. Add lines 24 and 25 433,515 67,755 0 357,135
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -197,698
b Net investment income (if negative, enter -0-) 162,051
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 809,030 924,171 924,171
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,497,350 Click to see attachment1,407,947 1,906,640
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,590,088 Click to see attachment6,355,433 7,181,751
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,896,468 8,687,551 10,012,562
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,817,998 8,687,551
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 78,470  
29 Total net assets or fund balances (see instructions)..... 8,896,468 8,687,551
30 Total liabilities and net assets/fund balances (see instructions). 8,896,468 8,687,551
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
8,896,468
2
Enter amount from Part I, line 27a .....................
2
-197,698
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
199
4
Add lines 1, 2, and 3 ..........................
4
8,698,969
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
11,418
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,687,551
Form 990-PF (2020)
Form 990-PF (2020)
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 147. NORTHERN TRUST CORP PFD 05.850% SER C 12/31/2049   2019-04-01 2020-01-02
b 7. O REILLY AUTOMOTIVE INC   2019-04-01 2020-01-02
c 1. O REILLY AUTOMOTIVE INC   2019-10-31 2020-01-02
d 49. SMITH & NEPHEW PLC SPDN ADR   2019-10-25 2020-01-02
e 5. AMPHENOL CORP NEW CL A   2019-04-29 2020-01-06
2. CDW CORP/DE   2019-06-03 2020-01-06
4. CDW CORP/DE   2019-10-31 2020-01-06
18. CDW CORP/DE   2014-06-20 2020-01-06
2. MASTERCARD INC CL A   2019-10-31 2020-01-06
4. MICROSOFT CORP   2019-10-31 2020-01-06
5. TRIMAS CORP   2019-06-26 2020-01-07
2. TRIMAS CORP   2019-10-25 2020-01-07
8. AXON ENTERPRISE INC   2019-10-25 2020-01-08
3. SAIA INC   2019-10-25 2020-01-09
50. SCHNEIDER ELECTRIC SE   2019-04-01 2020-01-10
9. BECTON DICKINSON AND CO CONVERTED 05/01/20   2019-06-26 2020-01-14
22. BECTON DICKINSON AND CO CONVERTED 05/01/20   2019-10-25 2020-01-14
81. LANTHEUS HOLDINGS INC   2019-10-25 2020-01-14
39. MERIT MEDICAL SYSTEMS   2019-12-23 2020-01-14
9. HUNT J B TRANSPORT SERVICES INC   2019-04-29 2020-01-16
.586 PDC ENERGY INC   2019-06-26 2020-01-17
27. NEOGENOMICS INC COM NEW   2019-10-25 2020-01-21
4. AMPHENOL CORP NEW CL A   2019-04-29 2020-01-22
42. SELECT ENERGY SERVICES INC-A   2019-06-26 2020-01-22
46. SELECT ENERGY SERVICES INC-A   2019-10-25 2020-01-22
19. STARBUCKS CORP COM   2019-04-29 2020-01-23
3. STARBUCKS CORP COM   2019-10-25 2020-01-23
23. ALLEGHENY TECHNOLOGIES INC   2019-06-26 2020-01-24
70. ON SEMICONDUCTOR CORPORATION   2019-11-15 2020-01-24
14. BECTON DICKINSON AND CO CONVERTED 05/01/20   2019-05-21 2020-01-27
2. BECTON DICKINSON AND CO CONVERTED 05/01/20   2019-10-25 2020-01-27
1. ECOLAB INC   2019-04-29 2020-01-27
3. ECOLAB INC   2019-10-31 2020-01-27
37. SMITH & NEPHEW PLC SPDN ADR   2019-10-25 2020-01-27
14. MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC   2019-06-26 2020-01-29
40. KRATOS DEFENSE SECURITY SOLUTIONS INC   2019-10-25 2020-01-30
4. MICROSOFT CORP   2019-06-03 2020-01-30
9. MICROSOFT CORP   2019-10-25 2020-01-30
24. STARBUCKS CORP COM   2019-04-29 2020-02-03
101.02 AQR LONG-SHORT EQUITY-I   2018-05-21 2020-02-06
444.556 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND   2018-05-21 2020-02-06
48.346 GOTHAM ABSOLUTE RETURN-INS   2018-05-21 2020-02-06
90.666 361 GLOBAL LNG/SHRT EQ-Y   2019-10-28 2020-02-06
3. ICU MED INC   2019-08-09 2020-02-07
14. ICU MED INC   2019-04-01 2020-02-07
15. BROWN & BROWN INC   2019-10-31 2020-02-11
55. BROWN & BROWN INC   2019-04-29 2020-02-11
8. MICROSOFT CORP   2019-06-03 2020-02-11
5. MICROSOFT CORP   2019-06-03 2020-02-11
4. PROCTER & GAMBLE CO   2019-01-30 2020-02-11
35. ECOLAB INC   2019-04-05 2020-02-12
1. WATERS CORP   2019-10-31 2020-02-12
4. QUALYS INC   2019-10-25 2020-02-13
7. VERISK ANALYTICS INC   2019-04-29 2020-02-14
4. VERISK ANALYTICS INC   2019-10-25 2020-02-14
3. ECOLAB INC   2019-04-05 2020-02-18
3. WATERS CORP   2019-05-17 2020-02-18
23. LIVENT CORP   2019-08-09 2020-02-20
21. LIVENT CORP   2019-09-17 2020-02-20
6. AXON ENTERPRISE INC   2019-10-25 2020-02-24
3. BWX TECHNOLOGIES INC   2019-06-26 2020-02-24
2. BWX TECHNOLOGIES INC   2019-10-25 2020-02-24
11. TABULA RASA HEALTHCARE INC   2019-10-25 2020-02-26
1. CLOROX CO   2019-11-18 2020-02-27
15. UNIVERSAL HEALTH SERVICES INC CLASS B   2019-11-18 2020-02-27
8. PERFORMANCE FOOD GROUP CO   2019-06-26 2020-02-28
1. PERFORMANCE FOOD GROUP CO   2019-10-31 2020-02-28
2. APPFOLIO INC - A   2019-10-25 2020-03-02
12. HAIN CELESTIAL GROUP INC COM   2019-09-12 2020-03-02
6. CLOROX CO   2019-11-18 2020-03-03
13. GRACO INC   2019-04-01 2020-03-04
8. GRACO INC   2019-10-25 2020-03-04
31. HEALTHCARE REALTY TRUST REIT   2019-11-19 2020-03-04
2. APPLE INC   2019-10-25 2020-03-05
2. APPLE INC   2013-07-11 2020-03-05
4. MAXIMUS INC   2019-10-25 2020-03-05
2. MICROSOFT CORP   2016-02-01 2020-03-05
2. MICROSOFT CORP   2019-06-03 2020-03-05
15. NORTHWEST NATURAL HOLDING CO   2019-11-07 2020-03-05
73. ORACLE CORP   2019-04-05 2020-03-05
7. PPG INDS INC COM   2019-06-03 2020-03-05
6. PPG INDS INC COM   2019-10-25 2020-03-05
93. PPG INDS INC COM   2016-10-03 2020-03-05
6. UNITED TECHNOLOGIES CORP COM   2019-10-31 2020-03-05
1. ALPHABET INC/CA-CL C   2019-04-29 2020-03-06
19. BECTON DICKINSON AND CO CONVERTED 05/01/20   2020-02-10 2020-03-06
1. CACI INTL INC CL A   2019-10-25 2020-03-09
8. ICU MED INC   2019-08-09 2020-03-09
6. ISHARES TR RUSSELL 2000 VALUE INDEX FD   2019-06-26 2020-03-09
83. METLIFE INC PFD SER F 04.750% 12/31/2049   2020-01-22 2020-03-09
11. PERFORMANCE FOOD GROUP CO   2019-06-26 2020-03-09
8. CHUBB LTD SEDOL B3BQMF6   2019-11-20 2020-03-09
29. WR BERKLEY CORP   2019-10-31 2020-03-10
9. TRIMAS CORP   2019-06-26 2020-03-10
92. WRIGHT MEDICAL GROUP N V ORD SEDOL BZ2JCC5   2020-01-02 2020-03-10
72. EQUITY COMMONWEALTH   2019-04-01 2020-03-11
90. EQUITY COMMONWEALTH   2019-12-30 2020-03-11
42. MICHAELS COS INC/THE   2019-06-26 2020-03-11
2. MICHAELS COS INC/THE   2019-10-25 2020-03-11
2. MURPHY USA INC-W/I   2019-08-02 2020-03-11
4. MURPHY USA INC-W/I   2019-10-25 2020-03-11
72. TD AMERITRADE HOLDING CORP MERGED 10/06/20   2019-08-01 2020-03-11
15. TD AMERITRADE HOLDING CORP MERGED 10/06/20   2019-10-01 2020-03-11
10. TRIMAS CORP   2019-06-26 2020-03-11
2. LENDINGTREE INC   2019-10-25 2020-03-12
65. NORTHERN TRUST CORP PFD SER E 04.700% 12/31/2049   2019-11-19 2020-03-12
6. TRIMAS CORP   2019-06-26 2020-03-12
16. BECTON DICKINSON AND CO CONVERTED 05/01/20   2019-05-21 2020-03-13
45. CAL MAINE FOODS INC NEW   2019-04-01 2020-03-13
3. CONMED CORP   2020-02-24 2020-03-13
53. METLIFE INC PFD 05.625% 12/31/2049   2019-10-17 2020-03-13
1. REPLIGEN CORP   2020-03-03 2020-03-13
131. TD AMERITRADE HOLDING CORP MERGED 10/06/20   2019-10-01 2020-03-13
4. UMB FINL CORP   2019-10-25 2020-03-13
20. UMB FINL CORP   2019-04-01 2020-03-13
10. UNIVERSAL HEALTH SERVICES INC CLASS B   2019-04-29 2020-03-13
11. UNIVERSAL HEALTH SERVICES INC CLASS B   2019-10-25 2020-03-13
4. WNS HOLDINGS LTD ADR   2019-10-25 2020-03-13
5. ABBOTT LABORATORIES INC   2019-10-31 2020-03-16
37. BERKLEY (WR) CORPORATION PFD 05.625% 04/30/2053   2019-04-01 2020-03-16
2. BOOKING HOLDINGS INC   2019-04-29 2020-03-16
47. CAL MAINE FOODS INC NEW   2019-04-01 2020-03-16
93. EQUITY COMMONWEALTH   2019-04-01 2020-03-16
2. MATTHEWS INTL CORP CL A   2019-10-25 2020-03-16
18. MATTHEWS INTL CORP CL A   2019-06-26 2020-03-16
1. REPLIGEN CORP   2019-08-02 2020-03-16
1. REPLIGEN CORP   2020-03-03 2020-03-16
55. CHARLES SCHWAB CORP PFD 05.950% 12/31/2049 SER D   2020-02-10 2020-03-16
2. STERICYCLE INC   2019-04-29 2020-03-16
11. STERICYCLE INC   2019-12-16 2020-03-16
210. UNUMPROVIDENT CORP COM   2019-06-03 2020-03-16
65. UNUMPROVIDENT CORP COM   2020-02-27 2020-03-16
1. VERISK ANALYTICS INC   2019-04-29 2020-03-16
40. WRIGHT MEDICAL GROUP N V ORD SEDOL BZ2JCC5   2020-01-02 2020-03-16
4. ADOBE SYSTEMS INC   2019-06-03 2020-03-17
5. ADOBE SYSTEMS INC   2019-10-25 2020-03-17
10. ADOBE SYSTEMS INC   2013-10-29 2020-03-17
18. MICROSOFT CORP   2016-02-01 2020-03-17
6. ABBOTT LABORATORIES INC   2019-10-25 2020-03-18
5. DEERE & CO   2019-09-16 2020-03-18
1. DEERE & CO   2019-10-31 2020-03-18
5. HAWAIIAN ELECTRIC INDUSTRIES INC   2019-06-26 2020-03-18
1. HAWAIIAN ELECTRIC INDUSTRIES INC   2019-10-25 2020-03-18
36. CHARLES SCHWAB CORP PFD 06.000% 12/31/2049   2019-10-30 2020-03-18
68. CHARLES SCHWAB CORP PFD 05.950% 12/31/2049 SER D   2019-10-25 2020-03-18
110. WRIGHT MEDICAL GROUP N V ORD SEDOL BZ2JCC5   2019-12-17 2020-03-18
92. CAL MAINE FOODS INC NEW   2019-04-05 2020-03-19
20. CALIFORNIA WTR SVC GROUP   2019-11-04 2020-03-19
25. ESSENTIAL UTILITIES INC   2019-11-18 2020-03-19
8. I3 VERTICALS INC-CLASS A   2019-10-25 2020-03-19
4. REPLIGEN CORP   2020-03-03 2020-03-19
18. CAL MAINE FOODS INC NEW   2019-06-26 2020-03-20
11. CAL MAINE FOODS INC NEW   2019-10-31 2020-03-20
16. CALIFORNIA WTR SVC GROUP   2019-12-19 2020-03-20
7. EQUITY COMMONWEALTH   2019-10-31 2020-03-20
140. EQUITY COMMONWEALTH   2019-04-01 2020-03-20
34. HENKEL AG & COMPANY KGAA SPONSORED ADR   2019-04-01 2020-03-20
39. HENKEL AG & COMPANY KGAA SPONSORED ADR   2019-10-31 2020-03-20
8. ICU MED INC   2019-08-09 2020-03-20
12. MICROSOFT CORP   2016-02-01 2020-03-20
4. QUAKER CHEMICAL CORPORATION   2019-10-25 2020-03-20
38. SYSCO CORP COM   2020-03-18 2020-03-23
5. TREEHOUSE FOODS INC WHEN ISS   2019-07-10 2020-03-23
35. UMB FINL CORP   2019-04-01 2020-03-23
8. VARIAN MED SYS INC COM   2020-03-04 2020-03-23
58. DELTA AIR LINES INC   2020-01-06 2020-03-24
15. EQUITY COMMONWEALTH   2019-10-31 2020-03-24
39. EQUITY COMMONWEALTH   2019-04-29 2020-03-24
27. WABCO HOLDINGS INC MERGED 05/29/20 @ $136.50 P/S   2019-04-04 2020-03-24
16. WABCO HOLDINGS INC MERGED 05/29/20 @ $136.50 P/S   2019-10-31 2020-03-24
155. WRIGHT MEDICAL GROUP N V ORD SEDOL BZ2JCC5   2019-11-15 2020-03-24
42. REINSURANCE GROUP OF AMERICA   2019-04-29 2020-03-25
2. REINSURANCE GROUP OF AMERICA   2020-02-03 2020-03-25
8. SENSIENT TECHNOLOGIES CORP   2019-06-26 2020-03-25
24. SYSCO CORP COM   2020-03-17 2020-03-25
48. SYSCO CORP COM   2020-03-18 2020-03-25
23. ALLEGHENY TECHNOLOGIES INC   2019-06-26 2020-03-26
3. ALLEGHENY TECHNOLOGIES INC   2019-10-25 2020-03-26
46. BJ'S RESTAURANTS, INC   2019-10-25 2020-03-26
111. CONDUENT INC-WHEN ISSUED   2019-06-26 2020-03-26
3. MASTERCARD INC CL A   2019-10-31 2020-03-26
27. SYSCO CORP COM   2020-03-18 2020-03-26
358. AXALTA COATING SYSTEMS LTD SEDOL BSFWCF5   2019-04-01 2020-03-26
15. AXALTA COATING SYSTEMS LTD SEDOL BSFWCF5   2019-10-31 2020-03-26
41. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2019-04-29 2020-03-27
10. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2019-10-31 2020-03-27
7. CALIFORNIA WTR SVC GROUP   2019-12-19 2020-03-27
5. CONDUENT INC-WHEN ISSUED   2019-06-26 2020-03-27
6. CONDUENT INC-WHEN ISSUED   2019-10-25 2020-03-27
12. ECOLAB INC   2019-04-01 2020-03-27
2. MICROSOFT CORP   2016-02-01 2020-03-27
12. SYSCO CORP COM   2019-04-01 2020-03-27
77. SYSCO CORP COM   2020-03-13 2020-03-27
5. CAL MAINE FOODS INC NEW   2019-07-18 2020-03-30
41. CAL MAINE FOODS INC NEW   2019-10-01 2020-03-30
64. HOST MARRIOTT CORP NEW COM   2020-03-18 2020-03-30
10. MAXIMUS INC   2019-10-25 2020-03-30
16. MIDDLESEX WATER CO   2019-11-21 2020-03-30
2. REPLIGEN CORP   2020-03-03 2020-03-30
28. ABBOTT LABORATORIES INC   2019-04-29 2020-03-31
1. ABBOTT LABORATORIES INC   2019-10-25 2020-03-31
5. ECOLAB INC   2019-04-01 2020-03-31
24. BANC OF CALIFORNIA INC   2019-10-25 2020-04-01
3. BANC OF CALIFORNIA INC   2019-10-25 2020-04-02
3. BELDEN INC   2019-06-26 2020-04-02
21. LINDSAY CORPORATION   2019-04-29 2020-04-02
2. REGAL BELOIT CORP   2019-06-26 2020-04-02
2. SENSIENT TECHNOLOGIES CORP   2019-06-26 2020-04-02
131.75 CALLON PETE CO DEL REV SPLIT 08/07/20   2019-06-26 2020-04-03
11.25 CALLON PETE CO DEL REV SPLIT 08/07/20   2019-10-25 2020-04-03
88. CALLON PETE CO DEL REV SPLIT 08/07/20   2019-06-26 2020-04-06
118. ENVISTA HOLDINGS CORP   2019-09-20 2020-04-06
259. ENVISTA HOLDINGS CORP   2019-10-14 2020-04-06
5. MICROSOFT CORP   2016-02-01 2020-04-06
81. WRIGHT MEDICAL GROUP N V ORD SEDOL BZ2JCC5   2019-11-11 2020-04-06
23. BANC OF CALIFORNIA INC   2019-10-25 2020-04-07
13. CALAVO GROWERS INC   2019-10-25 2020-04-07
1. O REILLY AUTOMOTIVE INC   2019-04-01 2020-04-07
14. BJ'S WHOLESALE CLUB HOLDINGS   2019-10-25 2020-04-08
1. CACI INTL INC CL A   2019-06-26 2020-04-08
4. SENSIENT TECHNOLOGIES CORP   2019-06-26 2020-04-08
12. SITEONE LANDSCAPE SUPPLY INC   2019-10-25 2020-04-08
1. TREEHOUSE FOODS INC WHEN ISS   2019-08-06 2020-04-09
3. TREEHOUSE FOODS INC WHEN ISS   2019-10-25 2020-04-09
25. VISTA OUTDOOR INC-WI   2020-03-18 2020-04-09
5. TREEHOUSE FOODS INC WHEN ISS   2019-06-26 2020-04-13
6. AVALONBAY COMMUNITIES INC REIT   2020-03-25 2020-04-14
102. HALLIBURTON CO   2019-06-03 2020-04-14
140. HALLIBURTON CO   2016-01-13 2020-04-14
12. INTER PARFUMS INC   2019-10-25 2020-04-14
1.5 OTIS WORLDWIDE CORP-W/I   2019-06-03 2020-04-14
7. OTIS WORLDWIDE CORP-W/I   2018-04-27 2020-04-14
.5 OTIS WORLDWIDE CORP-W/I   2019-10-31 2020-04-14
13. PAYPAL HOLDINGS INC-W/I   2019-06-03 2020-04-14
3. PAYPAL HOLDINGS INC-W/I   2016-08-15 2020-04-14
26. WERNER ENTERPRISES INC   2019-06-03 2020-04-14
19. APPLIED MATERIALS INC   2020-03-24 2020-04-15
40. SCHWAB CHARLES CORP NEW   2019-04-01 2020-04-15
52. SCHWAB CHARLES CORP NEW   2019-04-29 2020-04-15
6. BIOTELEMETRY INC   2019-10-25 2020-04-16
5. CONMED CORP   2020-02-24 2020-04-16
4. REPLIGEN CORP   2019-07-18 2020-04-16
1. REPLIGEN CORP   2020-03-03 2020-04-16
9. LINDSAY CORPORATION   2019-05-14 2020-04-17
11. PRA HEALTH SCIENCES INC MERGED 07/01/2021 @ $80.00 P/S   2019-10-25 2020-04-17
8. TABULA RASA HEALTHCARE INC   2020-03-05 2020-04-17
3. CARRIER GLOBAL CORP   2019-06-03 2020-04-20
35. CARRIER GLOBAL CORP   2018-04-27 2020-04-20
1. CARRIER GLOBAL CORP   2019-10-31 2020-04-20
11. OTIS WORLDWIDE CORP-W/I   2018-04-27 2020-04-20
38. MADDEN STEVEN LTD   2019-10-25 2020-04-21
8. ABBOTT LABORATORIES INC   2019-04-29 2020-04-23
19. CARRIER GLOBAL CORP   2018-04-27 2020-04-27
9. MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC   2019-06-26 2020-04-27
10. OTIS WORLDWIDE CORP-W/I   2018-04-27 2020-04-27
13. ESSENTIAL UTILITIES INC PFD 06.000% 04/30/2022   2020-01-02 2020-04-28
9. J & J SNACK FOODS CORP   2019-10-25 2020-04-28
1. J & J SNACK FOODS CORP   2019-10-31 2020-04-28
6. WABCO HOLDINGS INC MERGED 05/29/20 @ $136.50 P/S   2019-07-22 2020-04-28
12. WABCO HOLDINGS INC MERGED 05/29/20 @ $136.50 P/S   2019-04-04 2020-04-28
68. BERKLEY (WR) CORPORATION PFD 05.625% 04/30/2053   2019-04-29 2020-04-29
5. BERKLEY (WR) CORPORATION PFD 05.625% 04/30/2053   2019-04-01 2020-04-29
1775. ISHARES TR MSCI EAFE IDX   2012-12-24 2020-04-29
12. 3M COMPANY COM   2019-04-05 2020-04-29
27. WABCO HOLDINGS INC MERGED 05/29/20 @ $136.50 P/S   2019-04-29 2020-04-29
13. MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC   2019-06-26 2020-04-30
8. MEDPACE HOLDINGS INC   2020-02-04 2020-05-01
4. QUALYS INC   2019-10-25 2020-05-01
.855 BECTON DICKINSON & CO   2019-04-05 2020-05-05
22. CARRIER GLOBAL CORP   2018-04-27 2020-05-05
108. ON SEMICONDUCTOR CORPORATION   2019-10-31 2020-05-05
66. ON SEMICONDUCTOR CORPORATION   2019-11-13 2020-05-05
10. OTIS WORLDWIDE CORP-W/I   2018-04-27 2020-05-05
17. WABCO HOLDINGS INC MERGED 05/29/20 @ $136.50 P/S   2019-04-29 2020-05-05
27. ABBOTT LABORATORIES INC   2019-04-29 2020-05-07
7. ADOBE SYSTEMS INC   2013-10-29 2020-05-07
1. ALPHABET INC/CA-CL C   2019-04-29 2020-05-07
1. ALPHABET INC/CA-CL A   2020-02-26 2020-05-07
1. AMERICAN WATER WORKS CO INC   2019-11-01 2020-05-07
8. AMERIPRISE FINANCIAL INC   2019-06-03 2020-05-07
1. AMERIPRISE FINANCIAL INC   2016-08-15 2020-05-07
5. AMGEN INC   2016-10-03 2020-05-07
1. AMGEN INC   2019-06-03 2020-05-07
28. AMPHENOL CORP NEW CL A   2020-01-30 2020-05-07
39. AMPHENOL CORP NEW CL A   2019-04-29 2020-05-07
2. ANSYS INC   2017-06-30 2020-05-07
8. ANSYS INC   2019-06-03 2020-05-07
4. APPLE INC   2013-07-11 2020-05-07
2. APPFOLIO INC - A   2019-10-25 2020-05-07
1. APPLIED MATERIALS INC   2020-03-24 2020-05-07
8. APTARGROUP INC   2019-09-16 2020-05-07
3. APTARGROUP INC   2020-01-02 2020-05-07
2. ARMSTRONG WORLD INDUSTRIE - WI   2020-01-30 2020-05-07
5. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM   2020-03-24 2020-05-07
3. AXON ENTERPRISE INC   2019-10-25 2020-05-07
20. BANC OF CALIFORNIA INC   2019-10-25 2020-05-07
113.577 ISHARES S&P 500 INDEX FUND CLASS K   2019-06-26 2020-05-07
1.145 BECTON DICKINSON & CO   2019-09-25 2020-05-07
6.855 BECTON DICKINSON & CO   2020-04-16 2020-05-07
6. BIOTELEMETRY INC   2019-10-25 2020-05-07
13. BOX INC - CLASS A   2019-10-25 2020-05-07
8. BROADRIDGE FINANCIAL SOL W/I   2019-06-03 2020-05-07
2. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2019-04-29 2020-05-07
12. BROWN & BROWN INC   2019-04-29 2020-05-07
12. CDW CORP/DE   2020-02-12 2020-05-07
118. CABOT OIL & GAS CORP COM   2019-11-15 2020-05-07
1. CABOT MICROELECTRONICS CORP NAME CHG 10/01/20   2019-10-25 2020-05-07
20. CAL MAINE FOODS INC NEW   2020-04-29 2020-05-07
3. CALAVO GROWERS INC   2019-12-11 2020-05-07
6. CAPITAL ONE FINANCIAL CORP   2017-09-28 2020-05-07
11. CAPITAL ONE FINANCIAL CORP   2019-06-03 2020-05-07
1. CARLISLE COMPANIES INC   2020-03-11 2020-05-07
3. CARMAX INC   2019-10-31 2020-05-07
5. CENTERSTATE BANK CORPORATION MERGED 06/08/20   2019-10-25 2020-05-07
1. CHARLES RIV LABORATORIES INTL INC   2020-04-16 2020-05-07
5. CHEGG INC   2019-10-25 2020-05-07
2. COCACOLA CO   2019-10-31 2020-05-07
1. COGENT COMMUNICATIONS HOLDINGS INC   2019-10-31 2020-05-07
11. COGNIZANT TECHNOLOGY SOLUTIONS   2019-04-05 2020-05-07
10. COMMERCE BANCSHARES INC   2019-10-25 2020-05-07
3. CONMED CORP   2020-02-24 2020-05-07
6. COPART INC   2019-10-31 2020-05-07
55. CORTEVA INC-W/I   2020-01-22 2020-05-07
16. CULLEN FROST BANKERS INC   2019-12-17 2020-05-07
18. DANAHER CORP   2019-06-03 2020-05-07
5. DANAHER CORP   2017-08-10 2020-05-07
74. DENTSPLY SIRONA INC   2019-04-01 2020-05-07
10. DIAGEO P L C SPNSRD ADR NEW   2020-03-04 2020-05-07
4. DOLLAR TREE INC   2019-10-31 2020-05-07
22. EVO PAYMENTS INC-CLASS A   2019-10-25 2020-05-07
2. ELANCO ANIMAL HEALTH INC   2019-04-29 2020-05-07
13. EMERSON ELEC CO COM   2019-04-05 2020-05-07
6. ENDAVA PLC- SPON ADR SEDOL BZ0WK66   2019-10-25 2020-05-07
5. ENVISTA HOLDINGS CORP   2020-03-04 2020-05-07
10. ENVISTA HOLDINGS CORP   2019-10-04 2020-05-07
4. EQUIFAX INC   2020-04-20 2020-05-07
50. EQUITY COMMONWEALTH   2020-04-29 2020-05-07
1. EQUITY LIFESTYLE PROPERTIES REIT   2019-10-31 2020-05-07
6. FACEBOOK INC   2020-03-06 2020-05-07
3. FACEBOOK INC   2019-10-25 2020-05-07
7. FASTENAL CO   2019-10-31 2020-05-07
198.244 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2019-10-25 2020-05-07
1. GENERAC HOLDINGS INC   2019-06-26 2020-05-07
28. GENERAL MILLS INC COM   2019-07-25 2020-05-07
15. GLOBUS MEDICAL INC A   2020-01-16 2020-05-07
988.963 GOLDMAN SACHS EQ DIV PREM IS FD 2530   2019-10-25 2020-05-07
2. GOOSEHEAD INSURANCE INC -A   2019-10-25 2020-05-07
11. GROCERY OUTLET HOLDING CORP   2020-03-09 2020-05-07
10. HD SUPPLY HOLDINGS INC MERGED 12/24/20 @ $56.00 P/S   2019-06-25 2020-05-07
42. HENKEL AG & COMPANY KGAA SPONSORED ADR   2019-04-01 2020-05-07
1. HESKA CORP   2019-10-31 2020-05-07
8. ICU MED INC   2019-08-09 2020-05-07
2. INTEGER HOLDINGS CORPORATION   2019-10-25 2020-05-07
6. INTER PARFUMS INC   2019-10-25 2020-05-07
10. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-06-11 2020-05-07
1. INTUIT SOFTWARE   2019-10-31 2020-05-07
1. INTUIT SOFTWARE   2019-12-13 2020-05-07
1760.639 WCM FOCUSED INTL GROWTH-INS   2019-10-25 2020-05-07
1891.854 WCM FOCUSED INTL GROWTH-INS   2018-09-26 2020-05-07
4. IQVIA HOLDINGS INC   2019-10-25 2020-05-07
22. IQVIA HOLDINGS INC   2019-04-29 2020-05-07
82. ISHARES MSCI EMERGING MKTS INDEX FUND   2019-04-29 2020-05-07
4. ISHARES TR MSCI EAFE IDX   2019-10-31 2020-05-07
6. I3 VERTICALS INC-CLASS A   2019-10-25 2020-05-07
1. J & J SNACK FOODS CORP   2019-10-25 2020-05-07
5. JOHNSON & JOHNSON COM   2019-06-26 2020-05-07
3. JOHNSON & JOHNSON COM   2019-04-29 2020-05-07
22. KRATOS DEFENSE SECURITY SOLUTIONS INC   2019-10-25 2020-05-07
1. LABORATORY CORP OF AMERICA HLDG   2019-06-03 2020-05-07
1104.183 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2019-10-25 2020-05-07
2. LEGRAND SA-UNSP ADR ADR SEDOL BQ17ZN9   2020-03-17 2020-05-07
8. LEMAITRE VASCULAR INC   2019-10-25 2020-05-07
1. LENDINGTREE INC   2019-10-25 2020-05-07
39. LENNAR CORP   2019-10-25 2020-05-07
7. LIBERTY BROADBAND-C   2019-06-03 2020-05-07
2. LINDSAY CORPORATION   2019-05-14 2020-05-07
2. MKS INSTRS INC   2020-03-13 2020-05-07
4. MARTEN TRANSPORT LTD   2019-10-25 2020-05-07
1. MASTERCARD INC CL A   2019-10-25 2020-05-07
11. MASTERCARD INC CL A   2019-04-29 2020-05-07
5. MAXIMUS INC   2019-10-25 2020-05-07
4. MEDPACE HOLDINGS INC   2019-11-25 2020-05-07
1. MERCURY SYSTEMS INC   2019-10-11 2020-05-07
138. MERIT MEDICAL SYSTEMS   2019-12-17 2020-05-07
1. MESA LABS INC   2019-10-25 2020-05-07
96. METLIFE INC COM   2019-10-11 2020-05-07
86. METLIFE INC COM   2019-04-01 2020-05-07
5. METLIFE INC PFD CALL 09/15/2010 @25   2019-10-25 2020-05-07
10. METLIFE INC PFD 05.625% 12/31/2049   2020-01-09 2020-05-07
45. MICROSOFT CORP   2016-02-01 2020-05-07
9. MICROCHIP TECHNOLOGY INC   2016-08-15 2020-05-07
24. MICROCHIP TECHNOLOGY INC   2019-06-03 2020-05-07
3. NEOGEN CORP   2019-10-25 2020-05-07
14. NEOGENOMICS INC COM NEW   2020-04-30 2020-05-07
1. NEW MARKET CORPORATION   2019-10-31 2020-05-07
21. NIKE INC CL B   2019-11-18 2020-05-07
6. NORTHERN TRUST CORP PFD SER E 04.700% 12/31/2049   2019-11-19 2020-05-07
9. NOVARTIS AG SPONSORED ADR   2019-06-13 2020-05-07
10. OMNICOM GROUP INC   2019-04-16 2020-05-07
17. ON SEMICONDUCTOR CORPORATION   2019-10-31 2020-05-07
9. ORACLE CORP   2019-04-05 2020-05-07
5. OSHKOSH CORPORATION CLASS B   2019-11-12 2020-05-07
3. PRA HEALTH SCIENCES INC MERGED 07/01/2021 @ $80.00 P/S   2019-10-25 2020-05-07
5. PARKER HANNIFIN CORP   2018-10-22 2020-05-07
2. PARKER HANNIFIN CORP   2019-10-31 2020-05-07
35. PAYPAL HOLDINGS INC-W/I   2016-08-15 2020-05-07
8. PEGASYSTEMS INC   2019-10-25 2020-05-07
9. PEPSICO INC COM   2019-06-03 2020-05-07
23. PFIZER INC COM   2019-04-05 2020-05-07
7. PHILLIPS 66   2016-08-15 2020-05-07
6. PHILLIPS 66   2019-10-31 2020-05-07
4. PIONEER NAT RES CO   2016-08-15 2020-05-07
2. PROCTER & GAMBLE CO   2019-01-30 2020-05-07
2. PROGRESSIVE CORP OHIO   2019-05-24 2020-05-07
1. QUAKER CHEMICAL CORPORATION   2019-10-25 2020-05-07
8. QUALCOMM   2020-04-16 2020-05-07
4. QUALYS INC   2019-10-25 2020-05-07
1. QUIDEL CORP   2020-04-23 2020-05-07
13. RAYTHEON TECHNOLOGIES CORP COM   2018-07-11 2020-05-07
4. RAYTHEON TECHNOLOGIES CORP COM   2019-06-03 2020-05-07
27. REINSURANCE GROUP OF AMERICA   2020-02-03 2020-05-07
5. REINSURANCE GROUP OF AMERICA PFD VAR % DUE 09/15/2042   2019-12-30 2020-05-07
4. REPLIGEN CORP   2019-07-18 2020-05-07
3. ROSS STORES INC   2019-04-29 2020-05-07
4. ROSS STORES INC   2019-10-31 2020-05-07
3. SAIA INC   2019-10-25 2020-05-07
14. SANDERSON FARMS INC   2020-01-28 2020-05-07
16. SCHNEIDER ELECTRIC SE   2020-04-28 2020-05-07
70. SCHWAB CHARLES CORP NEW   2019-06-03 2020-05-07
55. SELECT ENERGY SERVICES INC-A   2019-10-25 2020-05-07
1. SILICON LABORATORIES INC   2019-10-25 2020-05-07
2. SITEONE LANDSCAPE SUPPLY INC   2019-10-25 2020-05-07
18. SKYLINE CHAMPION CORP   2019-10-25 2020-05-07
96. SMITH & NEPHEW PLC SPDN ADR   2019-06-17 2020-05-07
24. SMITH & NEPHEW PLC SPDN ADR   2019-11-20 2020-05-07
4. SMITH A O CORP COMMON   2020-02-04 2020-05-07
5. SONY GROUP CORPORATION ADR   2018-05-11 2020-05-07
19. SONY GROUP CORPORATION ADR   2019-06-03 2020-05-07
23. STERICYCLE INC   2019-04-29 2020-05-07
3. STRYKER CORP   2020-02-26 2020-05-07
9. STRYKER CORP   2019-04-05 2020-05-07
11. TD AMERITRADE HOLDING CORP MERGED 10/06/20   2019-10-04 2020-05-07
37. TJX COS INC NEW COM   2019-07-30 2020-05-07
6. TABULA RASA HEALTHCARE INC   2020-03-05 2020-05-07
3. TACTILE SYSTEMS TECHNOLOGY I   2020-05-05 2020-05-07
4. TEXAS INSTRS INC COM   2019-07-31 2020-05-07
1. TEXAS ROADHOUSE INC   2020-03-24 2020-05-07
11. 3M COMPANY COM   2019-04-05 2020-05-07
3. TOPBUILD CORP   2019-10-25 2020-05-07
534.285 TOUCHSTONE SANDS EM GR-INST FUND 565   2019-06-03 2020-05-07
11. THE TRAVELERS COS INC   2019-10-11 2020-05-07
20. TWITTER INC   2018-08-30 2020-05-07
3. US BANCORP PFD SER B CALL 4/15/2011 @25.00   2020-04-22 2020-05-07
6. US BANCORP PFD CALL 01/15/22 @25 SERIES F   2020-05-06 2020-05-07
6. ULTA BEAUTY INC   2019-04-29 2020-05-07
8. UNITED PARCEL SERVICE INC CL B   2019-12-13 2020-05-07
6. UNITEDHEALTH GROUP INC COM   2016-10-31 2020-05-07
7. V-F CORP   2019-12-13 2020-05-07
67. VALLEY NATIONAL BANCORP   2019-06-13 2020-05-07
6. VARIAN MED SYS INC COM   2020-04-29 2020-05-07
10. VERISK ANALYTICS INC   2019-04-29 2020-05-07
8. WABCO HOLDINGS INC MERGED 05/29/20 @ $136.50 P/S   2019-04-29 2020-05-07
13. WNS HOLDINGS LTD ADR   2019-10-25 2020-05-07
5599.074 WASATCH INTL OPPORTUNIT-INST   2019-06-13 2020-05-07
4. WORKIVA INC   2019-10-25 2020-05-07
8. ZOETIS INC   2019-06-03 2020-05-07
5. ZOETIS INC   2019-04-29 2020-05-07
12. ALLEGION PLC SEDOL BFRT3W7   2019-11-12 2020-05-07
11. ALLEGION PLC SEDOL BFRT3W7   2019-06-17 2020-05-07
15. ARCH CAPITAL GROUP LTD   2019-10-31 2020-05-07
2. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-10-31 2020-05-07
1. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-04-15 2020-05-07
4. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2020-03-05 2020-05-07
10. MIMECAST LTD SEDOL BYT5JK6   2020-02-13 2020-05-07
8. IHS MARKIT LTD SEDOL BD0Q558   2019-10-31 2020-05-07
3. JOHNSON CTLS INTL PLC SEDOL BY7QL61   2019-10-31 2020-05-07
9. MEDTRONIC PLC SEDOL BTN1Y11   2019-10-25 2020-05-07
15. APTIV PLC-WHEN ISSUED SEDOL B783TY6   2019-04-29 2020-05-07
29. ALCON INC SEDOL BJXBP41   2019-05-10 2020-05-07
67. METLIFE INC PFD CALL 09/15/2010 @25   2019-04-01 2020-05-08
7. METLIFE INC PFD CALL 09/15/2010 @25   2019-06-26 2020-05-08
131. NORTHERN TRUST CORP PFD SER E 04.700% 12/31/2049   2019-11-19 2020-05-08
33. UNILEVER N V N Y SHS NEW   2019-06-03 2020-05-12
169. UNILEVER N V N Y SHS NEW   2016-08-15 2020-05-12
19. CHEGG INC   2019-10-25 2020-05-13
15. ARMSTRONG WORLD INDUSTRIE - WI   2020-01-30 2020-05-14
4. AXON ENTERPRISE INC   2019-10-25 2020-05-14
3. PEGASYSTEMS INC   2019-10-25 2020-05-14
4. QUIDEL CORP   2020-04-23 2020-05-14
86. METLIFE INC PFD 05.625% 12/31/2049   2019-09-16 2020-05-15
9. METLIFE INC PFD 05.625% 12/31/2049   2020-01-09 2020-05-15
6. SILICON LABORATORIES INC   2019-10-25 2020-05-15
.855 BECTON DICKINSON & CO   2019-09-25 2020-05-18
5.145 BECTON DICKINSON & CO   2019-04-05 2020-05-18
74. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2019-04-01 2020-05-18
8. CARMAX INC   2019-06-03 2020-05-18
22. CARMAX INC   2019-04-29 2020-05-18
2. PROASSURANCE CORPORATION   2020-05-07 2020-05-19
1. ALPHABET INC/CA-CL C   2019-04-29 2020-05-20
5. FACEBOOK INC   2020-03-06 2020-05-20
21. GOOSEHEAD INSURANCE INC -A   2019-10-25 2020-05-20
13. INTER PARFUMS INC   2019-10-25 2020-05-20
42. PROASSURANCE CORPORATION   2019-06-26 2020-05-20
1. PROASSURANCE CORPORATION   2020-05-07 2020-05-20
27. ESSENTIAL UTILITIES INC PFD 06.000% 04/30/2022   2019-05-29 2020-05-22
9. ESSENTIAL UTILITIES INC PFD 06.000% 04/30/2022   2020-01-02 2020-05-22
29. GLOBUS MEDICAL INC A   2020-01-16 2020-05-22
10. LEMAITRE VASCULAR INC   2019-10-25 2020-05-22
26. MERIT MEDICAL SYSTEMS   2019-12-11 2020-05-22
7. VARIAN MED SYS INC COM   2020-04-29 2020-05-22
8768.119 AQR LONG-SHORT EQUITY-I   2018-05-21 2020-05-27
5. BJ'S WHOLESALE CLUB HOLDINGS   2019-10-25 2020-05-27
1. BJ'S WHOLESALE CLUB HOLDINGS   2020-05-07 2020-05-27
13. CULLEN FROST BANKERS INC   2019-12-17 2020-05-27
6350.313 GOTHAM ABSOLUTE RETURN-INS   2018-05-21 2020-05-27
13. GLOBUS MEDICAL INC A   2020-02-27 2020-05-27
3. HAIN CELESTIAL GROUP INC COM   2020-05-07 2020-05-27
3. HAIN CELESTIAL GROUP INC COM   2019-09-12 2020-05-27
8682.157 361 GLOBAL LNG/SHRT EQ-Y   2019-10-28 2020-05-27
1.789 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I   2020-02-06 2020-05-27
12263.086 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I   2018-05-21 2020-05-27
7767.603 PGIM QMA LONG/SHORT EQTY-Q   2019-10-28 2020-05-27
447.548 PGIM QMA LONG/SHORT EQTY-Q   2020-02-06 2020-05-27
3. HAIN CELESTIAL GROUP INC COM   2019-06-26 2020-05-28
15. MERIT MEDICAL SYSTEMS   2019-12-11 2020-05-28
8. CULLEN FROST BANKERS INC   2019-06-03 2020-05-29
16. CULLEN FROST BANKERS INC   2019-12-17 2020-05-29
9. CULLEN FROST BANKERS INC   2016-08-15 2020-05-29
32. REINSURANCE GROUP OF AMERICA PFD VAR % DUE 09/15/2042   2019-12-30 2020-05-29
28. EMERSON ELEC CO COM   2019-04-05 2020-06-01
34. FLOOR & DECOR HOLDINGS INC   2019-04-01 2020-06-01
26. MERIT MEDICAL SYSTEMS   2019-12-11 2020-06-01
25. OMNICOM GROUP INC   2019-04-05 2020-06-01
9. OMNICOM GROUP INC   2019-06-03 2020-06-01
63. RAYTHEON TECHNOLOGIES CORP COM   2018-04-27 2020-06-01
41. WABCO HOLDINGS INC MERGED 05/29/20 @ $136.50 P/S   2019-04-01 2020-06-01
43. WABCO HOLDINGS INC MERGED 05/29/20 @ $136.50 P/S   2019-06-03 2020-06-01
16. MERIT MEDICAL SYSTEMS   2019-12-11 2020-06-02
2. APPFOLIO INC - A   2019-10-25 2020-06-04
8. EQUITY LIFESTYLE PROPERTIES REIT   2019-06-26 2020-06-04
13. EQUITY LIFESTYLE PROPERTIES REIT   2018-09-26 2020-06-04
54. HOME DEPOT INC COM   2013-10-07 2020-06-04
3. HOME DEPOT INC COM   2019-10-31 2020-06-04
1. SUN CMNTYS INC   2019-10-31 2020-06-04
4. SUN CMNTYS INC   2020-05-07 2020-06-04
6. SUN CMNTYS INC   2018-09-13 2020-06-04
23. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM   2020-03-24 2020-06-05
7. CHARLES RIV LABORATORIES INTL INC   2020-04-16 2020-06-05
66. LEGRAND SA-UNSP ADR ADR SEDOL BQ17ZN9   2020-03-17 2020-06-05
8. MKS INSTRS INC   2020-03-13 2020-06-05
7. MERIT MEDICAL SYSTEMS   2019-12-11 2020-06-05
6. BOK FINL CORP NEW   2019-06-13 2020-06-08
24. BOK FINL CORP NEW   2016-08-15 2020-06-08
30. DENTSPLY SIRONA INC   2019-04-01 2020-06-08
7. GLOBUS MEDICAL INC A   2020-02-27 2020-06-08
2. GLOBUS MEDICAL INC A   2019-06-13 2020-06-08
6. LITTELFUSE INC   2020-04-06 2020-06-08
21. MERIT MEDICAL SYSTEMS   2019-12-11 2020-06-08
9. THE TRAVELERS COS INC   2019-04-29 2020-06-08
1. THE TRAVELERS COS INC   2019-10-11 2020-06-08
10. UMB FINL CORP   2019-06-13 2020-06-08
11. UMB FINL CORP   2019-04-01 2020-06-08
15. CHUBB LTD SEDOL B3BQMF6   2019-10-31 2020-06-08
26. CHUBB LTD SEDOL B3BQMF6   2019-12-10 2020-06-08
9. CHUBB LTD SEDOL B3BQMF6   2016-08-15 2020-06-08
10. CHUBB LTD SEDOL B3BQMF6   2019-10-25 2020-06-08
25. BANK OF AMERICA CORP   2019-10-31 2020-06-10
13. BANK OF AMERICA CORP   2020-05-07 2020-06-10
246. BANK OF AMERICA CORP   2016-08-15 2020-06-10
5. YETI HOLDINGS INC   2020-04-09 2020-06-10
11. CULLEN FROST BANKERS INC   2016-08-15 2020-06-11
.407 SOUTHSTATE CORPORATION   2019-10-25 2020-06-11
9. ENVISTA HOLDINGS CORP   2020-03-04 2020-06-12
19. ESSENTIAL UTILITIES INC PFD 06.000% 04/30/2022   2019-05-31 2020-06-15
1. ICU MED INC   2020-05-11 2020-06-15
8. LINDSAY CORPORATION   2019-06-07 2020-06-15
16. APPLIED MATERIALS INC   2020-03-24 2020-06-16
44. ENVISTA HOLDINGS CORP   2020-03-04 2020-06-16
6. FULLER H B CO COM   2019-06-26 2020-06-16
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6. VARIAN MED SYS INC COM   2020-04-29 2020-06-16
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14. FULLER H B CO COM   2019-06-26 2020-06-17
8. VARIAN MED SYS INC COM   2020-04-29 2020-06-22
14. CHEGG INC   2019-10-25 2020-06-23
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60. SCHWAB CHARLES CORP NEW   2019-06-24 2020-06-24
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31. ABB LTD SPONSORED ADR   2020-04-28 2020-06-26
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77. SCHNEIDER ELECTRIC SE   2020-04-28 2020-06-26
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11. REINSURANCE GROUP OF AMERICA   2019-04-04 2020-06-29
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23. METLIFE INC COM   2020-03-06 2020-07-02
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52. MOHAWK INDS INC   2019-04-01 2020-07-09
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23. WERNER ENTERPRISES INC   2020-06-05 2020-07-20
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4. YETI HOLDINGS INC   2020-04-08 2020-07-27
11. DARLING INGREDIENTS INC   2020-04-13 2020-07-28
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8. YETI HOLDINGS INC   2020-04-08 2020-07-28
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54. FLOOR & DECOR HOLDINGS INC   2019-04-01 2020-07-29
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70. EPIROC AKTIEBOLAG-UNSP ADR ADR SEDOL BD0F6S5   2020-05-06 2020-08-06
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4. REPLIGEN CORP   2019-10-25 2020-08-10
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111. FASTENAL CO   2019-04-01 2020-08-12
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17. PAYPAL HOLDINGS INC-W/I   2016-08-15 2020-08-13
6. DARLING INGREDIENTS INC   2020-04-13 2020-08-14
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7. DARLING INGREDIENTS INC   2019-06-26 2020-08-20
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22. INTER PARFUMS INC   2019-10-25 2020-09-03
10. MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC   2019-06-26 2020-09-04
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14. AMPHENOL CORP NEW CL A   2019-04-29 2020-09-11
19. EMERSON ELEC CO COM   2019-04-05 2020-09-11
52. ORACLE CORP   2019-04-05 2020-09-11
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8. CALLAWAY GOLF CO   2019-09-27 2020-09-24
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1. CARTER'S INC   2019-10-31 2020-09-24
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5. HEXCEL CORP   2019-06-26 2020-09-24
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8. VIRTUSA CORP   2019-11-04 2020-09-24
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2. NEXSTAR MEDIA GROUP INC   2019-06-26 2020-09-30
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10. AMPHENOL CORP NEW CL A   2020-02-24 2020-10-02
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14. LINDSAY CORPORATION   2019-04-11 2020-10-07
13. O REILLY AUTOMOTIVE INC   2019-04-01 2020-10-07
38. SCHNEIDER ELECTRIC SE   2020-03-20 2020-10-07
18. DARLING INGREDIENTS INC   2019-06-26 2020-10-08
13. DIAGEO P L C SPNSRD ADR NEW   2020-08-24 2020-10-08
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13. DARLING INGREDIENTS INC   2019-06-26 2020-10-15
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10. OLIN CORP PAR $1   2019-06-26 2020-10-22
7. THE TRAVELERS COS INC   2019-04-01 2020-10-22
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7. XYLEM INC   2020-03-05 2020-10-23
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7. OMNICOM GROUP INC   2019-04-05 2020-10-26
67. ON SEMICONDUCTOR CORPORATION   2019-10-31 2020-10-26
1. UNITED PARCEL SERVICE INC CL B   2019-04-05 2020-10-26
4. DARLING INGREDIENTS INC   2019-06-26 2020-10-27
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60. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2019-04-01 2020-10-28
1. COPART INC   2019-10-31 2020-10-29
48. COPART INC   2019-04-29 2020-10-29
5. TOPBUILD CORP   2020-06-08 2020-10-29
1. AXON ENTERPRISE INC   2019-10-31 2020-10-30
10. AXON ENTERPRISE INC   2019-10-25 2020-10-30
9. GRACO INC   2020-03-13 2020-10-30
23. SOUTHSTATE CORPORATION   2019-10-25 2020-10-30
7. CHUBB LTD SEDOL B3BQMF6   2016-10-03 2020-10-30
6. CORPORATE OFFICE PPTYS TR REIT   2019-06-26 2020-11-02
17. SCHWAB CHARLES CORP NEW   2019-10-04 2020-11-02
6. VISTA OUTDOOR INC-WI   2020-03-18 2020-11-02
10. VISTA OUTDOOR INC-WI   2019-06-26 2020-11-02
6. XYLEM INC   2020-03-05 2020-11-02
6. VISTA OUTDOOR INC-WI   2019-06-26 2020-11-03
56. WRIGHT MEDICAL GROUP N V ORD SEDOL BZ2JCC5   2020-06-09 2020-11-04
46. NLIGHT INC   2020-01-07 2020-11-05
3. NLIGHT INC   2020-05-07 2020-11-05
10. QUALYS INC   2019-10-25 2020-11-05
4. VISTA OUTDOOR INC-WI   2019-06-26 2020-11-05
4. CHUBB LTD SEDOL B3BQMF6   2020-09-14 2020-11-05
14. CHUBB LTD SEDOL B3BQMF6   2016-10-03 2020-11-05
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2. AMPHENOL CORP NEW CL A   2019-04-01 2020-11-09
2. DARLING INGREDIENTS INC   2019-06-26 2020-11-09
5. ULTA BEAUTY INC   2019-04-29 2020-11-09
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24. DIAGEO P L C SPNSRD ADR NEW   2020-08-24 2020-11-10
20. INTEGER HOLDINGS CORPORATION   2019-10-25 2020-11-10
51.373 SCHWAB CHARLES CORP NEW   2020-06-24 2020-11-10
12.627 SCHWAB CHARLES CORP NEW   2019-10-04 2020-11-10
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26. CHUBB LTD SEDOL B3BQMF6   2020-04-27 2020-11-10
7. DIAGEO P L C SPNSRD ADR NEW   2020-03-25 2020-11-11
9. AMPHENOL CORP NEW CL A   2019-04-01 2020-11-12
8. DARLING INGREDIENTS INC   2019-06-26 2020-11-12
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55. WRIGHT MEDICAL GROUP N V ORD SEDOL BZ2JCC5   2020-05-07 2020-11-12
64. WRIGHT MEDICAL GROUP N V ORD SEDOL BZ2JCC5   2020-05-13 2020-11-12
3. DARLING INGREDIENTS INC   2019-06-26 2020-11-13
1. REPLIGEN CORP   2019-10-25 2020-11-13
12. SCHWAB CHARLES CORP NEW   2020-06-24 2020-11-13
1. AMPHENOL CORP NEW CL A   2019-04-01 2020-11-16
9. TEXAS ROADHOUSE INC   2020-08-25 2020-11-16
2. AMPHENOL CORP NEW CL A   2019-04-01 2020-11-23
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9. I3 VERTICALS INC-CLASS A   2020-07-06 2020-11-23
41. I3 VERTICALS INC-CLASS A   2019-10-25 2020-11-23
48. PHILLIPS 66   2016-08-15 2020-11-23
7. RBC BEARINGS INC   2020-10-20 2020-11-23
12. TABULA RASA HEALTHCARE INC   2020-05-27 2020-11-23
2. TABULA RASA HEALTHCARE INC   2019-10-25 2020-11-23
7056.2 SEMPER MBS TOTAL RETURN FUND   2020-05-27 2020-11-24
1. AMPHENOL CORP NEW CL A   2019-04-01 2020-11-24
603.089 BLACKROCK EVENT DRIVEN EQ-IS   2020-02-06 2020-11-24
2. DARLING INGREDIENTS INC   2020-03-23 2020-11-24
8. DARLING INGREDIENTS INC   2019-06-26 2020-11-24
412.851 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND   2020-05-27 2020-11-24
10. ISHARES TR RUSSELL 2000 VALUE INDEX FD   2020-09-24 2020-11-24
1. REGAL BELOIT CORP   2019-06-26 2020-11-24
2. SENSIENT TECHNOLOGIES CORP   2019-06-26 2020-11-24
1. STERICYCLE INC   2019-04-29 2020-11-24
2. TJX COS INC NEW COM   2020-10-06 2020-11-24
4.714 VIATRIS INC-W/I   2020-07-07 2020-11-24
20.286 VIATRIS INC-W/I   2019-04-05 2020-11-24
8. VIRTUSA CORP   2019-08-26 2020-11-24
4. CBRE GROUP INC   2020-07-24 2020-11-25
10. DARLING INGREDIENTS INC   2020-03-23 2020-11-25
4. LINDSAY CORPORATION   2019-04-11 2020-11-25
6. REINSURANCE GROUP OF AMERICA   2019-04-01 2020-11-25
5. ULTA BEAUTY INC   2019-04-29 2020-11-25
2. UNIVERSAL HEALTH SERVICES INC CLASS B   2020-04-29 2020-11-25
7. VIRTUSA CORP   2020-05-07 2020-11-25
7. VIRTUSA CORP   2019-08-22 2020-11-25
3. DARLING INGREDIENTS INC   2020-03-23 2020-11-27
.059 VIATRIS INC-W/I   2019-04-05 2020-11-27
3. VIRTUSA CORP   2020-05-07 2020-11-27
10. PERNOD RICARD SA UNSPONSORED ADR   2019-12-10 2020-12-02
22. PERNOD RICARD SA UNSPONSORED ADR   2019-07-30 2020-12-02
8. AMPHENOL CORP NEW CL A   2019-04-01 2020-12-03
80. DENTSPLY SIRONA INC   2019-04-01 2020-12-03
2. LINDSAY CORPORATION   2019-04-11 2020-12-03
1. FACEBOOK INC   2020-05-21 2020-12-07
1. LINDSAY CORPORATION   2019-04-11 2020-12-07
3. PEGASYSTEMS INC   2019-10-25 2020-12-07
7. ALLEGION PLC SEDOL BFRT3W7   2019-06-17 2020-12-07
15. AMPHENOL CORP NEW CL A   2019-04-01 2020-12-08
3. AMPHENOL CORP NEW CL A   2019-04-01 2020-12-08
44. MERIT MEDICAL SYSTEMS   2019-12-11 2020-12-08
7. NIKE INC CL B   2020-10-06 2020-12-08
31. SCHWAB CHARLES CORP NEW   2020-06-24 2020-12-08
6. UNITED PARCEL SERVICE INC CL B   2019-04-05 2020-12-08
11. V-F CORP   2019-04-29 2020-12-08
2. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-04-15 2020-12-08
3. GLOBUS MEDICAL INC A   2020-03-23 2020-12-09
16. GLOBUS MEDICAL INC A   2019-06-03 2020-12-09
9. BOSTON PPTYS INC REIT   2020-06-01 2020-12-10
1. BOSTON PPTYS INC REIT   2020-10-14 2020-12-10
16. GLOBUS MEDICAL INC A   2020-03-16 2020-12-10
8. NORTHERN TRUST CORP   2020-11-10 2020-12-11
35. ON SEMICONDUCTOR CORPORATION   2020-02-04 2020-12-11
23. PERNOD RICARD SA UNSPONSORED ADR   2019-07-30 2020-12-14
1. BJ'S WHOLESALE CLUB HOLDINGS   2020-03-09 2020-12-15
7. BJ'S WHOLESALE CLUB HOLDINGS   2019-10-25 2020-12-15
4. SKYLINE CHAMPION CORP   2019-10-25 2020-12-15
9. GRACO INC   2020-03-13 2020-12-16
3. LINDSAY CORPORATION   2019-04-11 2020-12-16
13. DIAGEO P L C SPNSRD ADR NEW   2020-03-16 2020-12-18
19. NEOGENOMICS INC COM NEW   2020-03-13 2020-12-18
52. ONESPAN INC   2020-07-02 2020-12-18
15. AMPHENOL CORP NEW CL A   2019-04-01 2020-12-21
5. LINDSAY CORPORATION   2019-06-03 2020-12-21
233. BANK OF AMERICA CORP   2016-08-15 2020-12-22
3. LINDSAY CORPORATION   2019-06-13 2020-12-22
9. MERIT MEDICAL SYSTEMS   2020-03-17 2020-12-22
1. ULTA BEAUTY INC   2020-01-22 2020-12-22
3. ULTA BEAUTY INC   2019-04-29 2020-12-22
.7 COMMERCE BANCSHARES INC   2019-10-25 2020-12-24
53. HD SUPPLY HOLDINGS INC MERGED 12/24/20 @ $56.00 P/S   2020-07-13 2020-12-28
208. HD SUPPLY HOLDINGS INC MERGED 12/24/20 @ $56.00 P/S   2019-06-25 2020-12-28
12. AMERICAN EAGLE OUTFITTERS INC   2020-09-15 2020-12-31
8. CALLAWAY GOLF CO   2019-06-26 2020-12-31
1. HAIN CELESTIAL GROUP INC COM   2019-06-26 2020-12-31
14. LIVENT CORP   2019-09-17 2020-12-31
4. PARSLEY ENERGY INC-CLASS A MERGED 1/13/2021   2020-07-31 2020-12-31
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,675   3,738 -63
b 3,050   2,744 306
c 436   437 -1
d 2,368   2,139 229
e 536   497 39
281   198 83
563   526 37
2,532   578 1,954
597   555 42
634   578 56
157   150 7
63   64 -1
570   440 130
273   311 -38
1,018   796 222
587   552 35
1,436   1,329 107
1,484   1,601 -117
1,493   1,233 260
1,081   799 282
14   18 -4
866   670 196
431   397 34
336   515 -179
368   348 20
1,772   1,462 310
280   253 27
420   566 -146
1,791   1,515 276
917   819 98
131   120 11
197   185 12
591   578 13
1,831   1,614 217
423   196 227
745   788 -43
688   490 198
1,547   1,275 272
2,077   1,842 235
1,126   1,373 -247
4,726   4,521 205
739   706 33
1,018   1,002 16
635   501 134
2,963   3,205 -242
709   563 146
2,600   1,743 857
1,505   981 524
944   613 331
500   376 124
7,196   6,389 807
223   214 9
359   329 30
1,199   985 214
685   594 91
624   545 79
649   626 23
267   174 93
244   158 86
494   330 164
205   153 52
137   116 21
711   562 149
170   146 24
1,944   2,169 -225
338   319 19
42   43 -1
241   180 61
285   268 17
1,030   878 152
664   647 17
409   368 41
1,118   1,012 106
596   493 103
596   122 474
257   304 -47
339   110 229
339   245 94
1,021   985 36
3,615   3,949 -334
730   756 -26
626   746 -120
9,702   9,568 134
800   903 -103
1,271   1,283 -12
1,072   1,137 -65
221   218 3
1,420   1,336 84
598   705 -107
1,940   2,123 -183
395   439 -44
1,081   1,224 -143
1,807   2,016 -209
209   270 -61
2,728   2,812 -84
2,125   2,346 -221
2,656   2,940 -284
137   372 -235
7   20 -13
212   172 40
423   389 34
2,354   3,665 -1,311
490   530 -40
226   300 -74
460   699 -239
1,462   1,671 -209
129   180 -51
865   935 -70
1,458   1,962 -504
204   305 -101
1,268   1,470 -202
91   88 3
4,088   4,432 -344
186   268 -82
931   1,353 -422
1,052   1,285 -233
1,157   1,558 -401
222   249 -27
379   418 -39
765   951 -186
2,545   3,750 -1,205
1,644   2,042 -398
2,670   3,029 -359
41   75 -34
369   610 -241
89   96 -7
89   88 1
1,327   1,482 -155
96   117 -21
530   712 -182
2,689   5,763 -3,074
832   1,580 -748
137   140 -3
1,132   1,223 -91
1,164   1,067 97
1,456   1,364 92
2,911   550 2,361
2,540   989 1,551
456   496 -40
591   822 -231
118   173 -55
233   215 18
47   45 2
826   974 -148
1,573   1,823 -250
2,902   3,329 -427
3,436   3,867 -431
1,094   1,116 -22
1,016   1,094 -78
109   163 -54
374   353 21
665   732 -67
406   444 -38
885   857 28
213   225 -12
4,258   4,560 -302
543   810 -267
622   964 -342
1,389   1,336 53
1,736   659 1,077
555   615 -60
1,261   1,135 126
195   285 -90
1,459   2,276 -817
775   1,027 -252
1,513   3,339 -1,826
441   483 -42
1,147   1,246 -99
3,561   3,621 -60
2,110   2,157 -47
4,246   4,586 -340
2,750   6,338 -3,588
131   291 -160
329   580 -251
957   913 44
1,915   1,434 481
175   566 -391
23   61 -38
634   1,676 -1,042
212   1,002 -790
780   872 -92
1,319   806 513
6,216   9,284 -3,068
260   444 -184
1,789   1,973 -184
436   554 -118
324   360 -36
9   45 -36
11   37 -26
1,876   2,158 -282
302   110 192
612   802 -190
3,930   2,723 1,207
219   198 21
1,798   1,633 165
707   592 115
563   751 -188
902   1,009 -107
187   176 11
2,254   2,193 61
80   82 -2
800   888 -88
168   382 -214
21   41 -20
102   181 -79
1,774   1,805 -31
120   161 -41
83   145 -62
53   775 -722
5   47 -42
37   568 -531
1,627   3,302 -1,675
3,572   7,267 -3,695
805   275 530
2,173   2,384 -211
173   316 -143
793   1,181 -388
342   392 -50
375   364 11
220   202 18
165   290 -125
855   958 -103
44   54 -10
133   166 -33
207   217 -10
216   268 -52
1,002   753 249
783   2,220 -1,437
1,075   4,497 -3,422
574   898 -324
68   99 -31
318   450 -132
23   37 -14
1,407   1,467 -60
325   116 209
986   742 244
962   848 114
1,384   1,755 -371
1,799   2,297 -498
258   243 15
331   508 -177
416   350 66
104   88 16
817   772 45
975   1,089 -114
448   425 23
43   66 -23
507   740 -233
14   25 -11
501   690 -189
798   1,379 -581
774   627 147
318   398 -80
245   126 119
480   628 -148
769   815 -46
1,090   1,708 -618
121   193 -72
810   795 15
1,619   1,595 24
1,691   1,710 -19
124   128 -4
102,753   100,039 2,714
1,906   2,593 -687
3,627   3,576 51
396   182 214
608   711 -103
401   320 81
224   216 8
352   460 -108
1,658   2,235 -577
1,013   1,417 -404
500   628 -128
2,289   2,250 39
2,533   2,115 418
2,579   384 2,195
1,374   1,283 91
1,371   1,388 -17
120   124 -4
988   1,164 -176
124   97 27
1,168   827 341
234   175 59
2,445   2,842 -397
3,406   3,873 -467
526   242 284
2,105   1,626 479
1,215   244 971
249   180 69
51   45 6
850   941 -91
319   348 -29
147   202 -55
173   142 31
213   165 48
199   275 -76
38,822   40,202 -1,380
294   289 5
1,761   1,774 -13
278   242 36
216   215 1
932   1,011 -79
67   64 3
444   380 64
1,278   1,635 -357
2,364   2,148 216
125   149 -24
882   892 -10
167   265 -98
366   505 -139
671   981 -310
115   138 -23
219   283 -64
77   126 -49
154   140 14
298   165 133
90   108 -18
80   58 22
644   813 -169
573   633 -60
204   305 -101
493   504 -11
1,456   1,549 -93
1,050   1,573 -523
2,933   2,477 456
815   397 418
3,054   3,697 -643
1,373   1,455 -82
310   445 -135
454   639 -185
40   65 -25
721   925 -204
286   251 35
94   127 -33
187   270 -83
592   563 29
1,724   1,730 -6
61   70 -9
1,266   1,080 186
633   583 50
268   253 15
2,040   2,353 -313
101   69 32
1,658   1,518 140
718   798 -80
11,709   13,304 -1,595
117   100 17
403   357 46
295   399 -104
795   1,000 -205
74   80 -6
1,756   1,334 422
151   154 -3
262   446 -184
1,312   1,507 -195
283   260 23
283   259 24
30,741   30,827 -86
33,032   31,575 1,457
546   588 -42
3,005   3,077 -72
2,957   3,607 -650
224   270 -46
139   121 18
119   190 -71
739   707 32
444   421 23
334   433 -99
160   166 -6
15,006   17,311 -2,305
25   22 3
213   284 -71
237   324 -87
1,986   2,420 -434
889   807 82
173   172 1
194   177 17
97   91 6
279   271 8
3,073   2,725 348
329   376 -47
320   342 -22
89   76 13
5,615   4,852 763
234   224 10
3,305   4,451 -1,146
2,961   3,791 -830
110   124 -14
258   276 -18
8,274   2,472 5,802
778   547 231
2,075   2,115 -40
192   200 -8
384   394 -10
415   488 -73
1,876   2,046 -170
148   151 -3
764   814 -50
541   811 -270
271   352 -81
474   487 -13
316   462 -146
272   297 -25
787   789 -2
315   373 -58
5,092   1,348 3,744
720   601 119
1,180   1,192 -12
857   995 -138
513   551 -38
440   703 -263
351   713 -362
226   188 38
151   161 -10
144   154 -10
632   613 19
440   320 120
152   128 24
743   931 -188
229   302 -73
2,503   3,931 -1,428
125   141 -16
492   333 159
273   296 -23
364   443 -79
280   311 -31
2,027   2,041 -14
273   300 -27
2,460   2,920 -460
240   416 -176
96   109 -13
180   160 20
373   558 -185
3,927   4,165 -238
982   1,037 -55
173   173  
320   239 81
1,217   1,070 147
1,163   1,345 -182
576   611 -35
1,728   1,763 -35
402   364 38
1,807   2,047 -240
371   319 52
144   149 -5
457   508 -51
46   44 2
1,608   2,377 -769
293   303 -10
6,887   6,964 -77
1,056   1,574 -518
570   709 -139
59   60 -1
161   161  
1,345   2,116 -771
744   947 -203
1,732   845 887
403   649 -246
489   696 -207
702   676 26
1,595   1,404 191
1,079   1,059 20
617   798 -181
19,597   20,461 -864
164   167 -3
997   925 72
623   508 115
1,201   1,380 -179
1,101   1,225 -124
369   632 -263
374   373 1
187   179 8
747   748 -1
428   461 -33
529   561 -32
86   130 -44
893   953 -60
988   1,294 -306
1,558   1,837 -279
1,465   1,524 -59
153   168 -15
3,224   3,300 -76
1,628   1,960 -332
8,337   7,822 515
1,238   627 611
1,021   1,519 -498
302   220 82
248   225 23
722   514 208
2,204   2,351 -147
231   248 -17
539   651 -112
225   216 9
1,353   1,298 55
2,282   2,355 -73
639   693 -54
1,757   1,709 48
28   41 -13
1,401   1,283 118
1,144   900 244
1,222   1,036 186
552   966 -414
552   1,586 -1,034
13   20 -7
1,498   1,566 -68
499   564 -65
1,591   1,429 162
246   354 -108
1,121   783 338
810   788 22
81,368   103,215 -21,847
181   131 50
36   27 9
1,003   1,278 -275
87,952   91,973 -4,021
725   624 101
89   87 2
89   66 23
89,339   95,938 -6,599
16   19 -3
110,245   125,757 -15,512
81,871   96,940 -15,069
4,717   5,290 -573
93   64 29
674   449 225
598   742 -144
1,196   1,337 -141
673   635 38
784   900 -116
1,698   1,989 -291
1,762   1,417 345
1,162   779 383
1,389   1,903 -514
500   706 -206
4,119   4,399 -280
5,597   5,422 175
5,870   5,651 219
710   479 231
338   180 158
502   518 -16
816   624 192
13,434   4,078 9,356
746   711 35
138   161 -23
551   527 24
827   616 211
966   653 313
1,264   982 282
990   739 251
924   707 217
315   210 105
395   459 -64
1,582   1,651 -69
1,514   1,490 24
390   320 70
111   83 28
1,093   803 290
956   629 327
1,130   1,274 -144
126   143 -17
610   637 -27
672   710 -38
2,131   2,279 -148
3,694   3,970 -276
1,271   1,138 133
1,412   1,496 -84
667   784 -117
347   299 48
6,564   3,895 2,669
187   119 68
818   775 43
22   34 -12
181   228 -47
1,086   1,047 39
176   203 -27
700   681 19
946   714 232
940   1,115 -175
254   275 -21
543   440 103
831   995 -164
725   676 49
42   34 8
586   632 -46
945   901 44
979   462 517
422   436 -14
2,110   2,429 -319
172   91 81
129   66 63
382   301 81
1,549   1,340 209
686   580 106
1,632   1,510 122
471   494 -23
1,047   642 405
1,675   1,444 231
130   96 34
2,887   2,590 297
410   440 -30
614   807 -193
2,917   824 2,093
1,054   2,038 -984
828   1,592 -764
1,715   1,242 473
854   821 33
378   314 64
1,336   1,043 293
3,029   384 2,645
212   187 25
636   511 125
4,172   4,117 55
942   617 325
344   414 -70
1,603   1,724 -121
840   682 158
842   896 -54
842   1,009 -167
1,778   3,302 -1,524
441   300 141
841   220 621
4,048   6,695 -2,647
156   287 -131
4   8 -4
299   112 187
150   122 28
390   61 329
1,585   2,161 -576
1,034   1,000 34
668   297 371
165   120 45
464   309 155
440   303 137
76   60 16
114   101 13
38   31 7
949   917 32
121   78 43
84   64 20
135   69 66
73   28 45
136   110 26
136   86 50
182   89 93
305   232 73
37   14 23
135   86 49
135   83 52
370   164 206
51,297   51,915 -618
127,857   133,132 -5,275
22   23 -1
3,410   3,179 231
264   288 -24
138   136 2
3,770   2,206 1,564
916   413 503
439   61 378
1,284   330 954
1,034   866 168
1,016   702 314
879   1,328 -449
880   1,082 -202
660   566 94
660   650 10
435   165 270
597   317 280
144   108 36
5,329   3,826 1,503
99   61 38
196   70 126
3,276   655 2,621
193   122 71
129   79 50
117   42 75
220   130 90
9   8 1
802   584 218
227   252 -25
111   121 -10
133   115 18
222   139 83
131   131  
65   71 -6
34   21 13
75   28 47
181   140 41
94   108 -14
107   106 1
939   392 547
65   40 25
135   83 52
506   61 445
1,119   973 146
66   57 9
606   843 -237
1,899   2,821 -922
827   778 49
1,017   968 49
1,991   2,103 -112
466   456 10
212   219 -7
447   430 17
990   1,635 -645
335   140 195
287   223 64
908   870 38
159   70 89
230   225 5
599   76 523
946   891 55
1,471   1,390 81
1,293   1,290 3
3,086   2,770 316
774   829 -55
56   44 12
222   178 44
159   116 43
1,586   1,144 442
503   414 89
321   179 142
1,212   839 373
493   515 -22
197   198 -1
4,732   3,919 813
416   422 -6
1,032   841 191
634   517 117
143   155 -12
107   104 3
85   100 -15
171   191 -20
156   394 -238
275   296 -21
389   319 70
173   191 -18
44   60 -16
221   264 -43
371   392 -21
294   188 106
194   158 36
146   111 35
569   76 493
141   129 12
70   84 -14
141   147 -6
300   451 -151
170   114 56
140   129 11
188   198 -10
68   65 3
183   198 -15
69   65 4
91   97 -6
91   75 16
1,079   990 89
648   578 70
204   194 10
692   738 -46
205   301 -96
170   114 56
1,403   1,189 214
5,796   4,928 868
959   587 372
718   358 360
1,822   1,790 32
14   15 -1
4,709   4,584 125
115   96 19
213   301 -88
175   114 61
234   278 -44
548   258 290
228   193 35
155   226 -71
144   138 6
349   229 120
288   319 -31
261   253 8
217   203 14
167   215 -48
867   972 -105
102   129 -27
640   580 60
354   159 195
358   527 -169
1,721   1,356 365
166   114 52
176   79 97
196   179 17
98   74 24
5,875   5,096 779
108   84 24
5,208   3,239 1,969
806   634 172
99   52 47
993   550 443
555   409 146
1,383   1,902 -519
931   873 58
135   158 -23
711   599 112
120   52 68
199   84 115
533   497 36
125   50 75
1,718   1,680 38
1,061   941 120
69   58 11
939   799 140
80   34 46
536   486 50
1,876   1,747 129
227   99 128
248   193 55
92   40 52
1,247   1,763 -516
238   278 -40
793   900 -107
893   844 49
780   569 211
3,746   3,221 525
1,345   1,535 -190
2,319   1,806 513
570   445 125
595   486 109
3,865   2,715 1,150
1,092   797 295
1,097   867 230
388   159 229
578   478 100
1,691   1,638 53
1,968   1,914 54
143   60 83
208   79 129
542   422 120
125   96 29
675   566 109
256   193 63
1,415   1,060 355
993   878 115
235   270 -35
1,069   825 244
3,098   3,779 -681
1,193   881 312
411   725 -314
69   102 -33
63,717   57,367 6,350
131   96 35
5,989   5,874 115
94   31 63
378   155 223
4,446   4,236 210
1,257   945 312
124   80 44
145   145  
72   58 14
129   116 13
79   68 11
340   349 -9
401   295 106
245   176 69
478   157 321
457   338 119
734   861 -127
1,378   1,763 -385
267   214 53
350   238 112
350   254 96
144   47 97
1   1  
150   102 48
384   360 24
845   773 72
1,047   771 276
4,191   3,974 217
230   169 61
287   236 51
119   85 34
383   225 158
790   738 52
1,981   1,446 535
399   289 110
2,524   1,310 1,214
975   910 65
1,562   1,050 512
999   687 312
971   971  
496   358 138
181   120 61
964   636 328
905   784 121
101   80 21
951   562 389
722   723 -1
1,065   704 361
896   807 89
37   23 14
258   182 76
121   124 -3
630   409 221
372   248 124
2,073   1,480 593
1,016   522 494
1,066   1,352 -286
1,931   1,446 485
617   409 208
6,805   3,497 3,308
374   240 134
485   250 235
264   275 -11
791   1,019 -228
46   41 5
2,968   1,811 1,157
11,648   8,191 3,457
238   178 60
191   139 52
40   21 19
260   103 157
56   44 12
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      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
      56,428
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       -63
b       306
c       -1
d       229
e       39
      83
      37
      1,954
      42
      56
      7
      -1
      130
      -38
      222
      35
      107
      -117
      260
      282
      -4
      196
      34
      -179
      20
      310
      27
      -146
      276
      98
      11
      12
      13
      217
      227
      -43
      198
      272
      235
      -247
      205
      33
      16
      134
      -242
      146
      857
      524
      331
      124
      807
      9
      30
      214
      91
      79
      23
      93
      86
      164
      52
      21
      149
      24
      -225
      19
      -1
      61
      17
      152
      17
      41
      106
      103
      474
      -47
      229
      94
      36
      -334
      -26
      -120
      134
      -103
      -12
      -65
      3
      84
      -107
      -183
      -44
      -143
      -209
      -61
      -84
      -221
      -284
      -235
      -13
      40
      34
      -1,311
      -40
      -74
      -239
      -209
      -51
      -70
      -504
      -101
      -202
      3
      -344
      -82
      -422
      -233
      -401
      -27
      -39
      -186
      -1,205
      -398
      -359
      -34
      -241
      -7
      1
      -155
      -21
      -182
      -3,074
      -748
      -3
      -91
      97
      92
      2,361
      1,551
      -40
      -231
      -55
      18
      2
      -148
      -250
      -427
      -431
      -22
      -78
      -54
      21
      -67
      -38
      28
      -12
      -302
      -267
      -342
      53
      1,077
      -60
      126
      -90
      -817
      -252
      -1,826
      -42
      -99
      -60
      -47
      -340
      -3,588
      -160
      -251
      44
      481
      -391
      -38
      -1,042
      -790
      -92
      513
      -3,068
      -184
      -184
      -118
      -36
      -36
      -26
      -282
      192
      -190
      1,207
      21
      165
      115
      -188
      -107
      11
      61
      -2
      -88
      -214
      -20
      -79
      -31
      -41
      -62
      -722
      -42
      -531
      -1,675
      -3,695
      530
      -211
      -143
      -388
      -50
      11
      18
      -125
      -103
      -10
      -33
      -10
      -52
      249
      -1,437
      -3,422
      -324
      -31
      -132
      -14
      -60
      209
      244
      114
      -371
      -498
      15
      -177
      66
      16
      45
      -114
      23
      -23
      -233
      -11
      -189
      -581
      147
      -80
      119
      -148
      -46
      -618
      -72
      15
      24
      -19
      -4
      2,714
      -687
      51
      214
      -103
      81
      8
      -108
      -577
      -404
      -128
      39
      418
      2,195
      91
      -17
      -4
      -176
      27
      341
      59
      -397
      -467
      284
      479
      971
      69
      6
      -91
      -29
      -55
      31
      48
      -76
      -1,380
      5
      -13
      36
      1
      -79
      3
      64
      -357
      216
      -24
      -10
      -98
      -139
      -310
      -23
      -64
      -49
      14
      133
      -18
      22
      -169
      -60
      -101
      -11
      -93
      -523
      456
      418
      -643
      -82
      -135
      -185
      -25
      -204
      35
      -33
      -83
      29
      -6
      -9
      186
      50
      15
      -313
      32
      140
      -80
      -1,595
      17
      46
      -104
      -205
      -6
      422
      -3
      -184
      -195
      23
      24
      -86
      1,457
      -42
      -72
      -650
      -46
      18
      -71
      32
      23
      -99
      -6
      -2,305
      3
      -71
      -87
      -434
      82
      1
      17
      6
      8
      348
      -47
      -22
      13
      763
      10
      -1,146
      -830
      -14
      -18
      5,802
      231
      -40
      -8
      -10
      -73
      -170
      -3
      -50
      -270
      -81
      -13
      -146
      -25
      -2
      -58
      3,744
      119
      -12
      -138
      -38
      -263
      -362
      38
      -10
      -10
      19
      120
      24
      -188
      -73
      -1,428
      -16
      159
      -23
      -79
      -31
      -14
      -27
      -460
      -176
      -13
      20
      -185
      -238
      -55
       
      81
      147
      -182
      -35
      -35
      38
      -240
      52
      -5
      -51
      2
      -769
      -10
      -77
      -518
      -139
      -1
       
      -771
      -203
      887
      -246
      -207
      26
      191
      20
      -181
      -864
      -3
      72
      115
      -179
      -124
      -263
      1
      8
      -1
      -33
      -32
      -44
      -60
      -306
      -279
      -59
      -15
      -76
      -332
      515
      611
      -498
      82
      23
      208
      -147
      -17
      -112
      9
      55
      -73
      -54
      48
      -13
      118
      244
      186
      -414
      -1,034
      -7
      -68
      -65
      162
      -108
      338
      22
      -21,847
      50
      9
      -275
      -4,021
      101
      2
      23
      -6,599
      -3
      -15,512
      -15,069
      -573
      29
      225
      -144
      -141
      38
      -116
      -291
      345
      383
      -514
      -206
      -280
      175
      219
      231
      158
      -16
      192
      9,356
      35
      -23
      24
      211
      313
      282
      251
      217
      105
      -64
      -69
      24
      70
      28
      290
      327
      -144
      -17
      -27
      -38
      -148
      -276
      133
      -84
      -117
      48
      2,669
      68
      43
      -12
      -47
      39
      -27
      19
      232
      -175
      -21
      103
      -164
      49
      8
      -46
      44
      517
      -14
      -319
      81
      63
      81
      209
      106
      122
      -23
      405
      231
      34
      297
      -30
      -193
      2,093
      -984
      -764
      473
      33
      64
      293
      2,645
      25
      125
      55
      325
      -70
      -121
      158
      -54
      -167
      -1,524
      141
      621
      -2,647
      -131
      -4
      187
      28
      329
      -576
      34
      371
      45
      155
      137
      16
      13
      7
      32
      43
      20
      66
      45
      26
      50
      93
      73
      23
      49
      52
      206
      -618
      -5,275
      -1
      231
      -24
      2
      1,564
      503
      378
      954
      168
      314
      -449
      -202
      94
      10
      270
      280
      36
      1,503
      38
      126
      2,621
      71
      50
      75
      90
      1
      218
      -25
      -10
      18
      83
       
      -6
      13
      47
      41
      -14
      1
      547
      25
      52
      445
      146
      9
      -237
      -922
      49
      49
      -112
      10
      -7
      17
      -645
      195
      64
      38
      89
      5
      523
      55
      81
      3
      316
      -55
      12
      44
      43
      442
      89
      142
      373
      -22
      -1
      813
      -6
      191
      117
      -12
      3
      -15
      -20
      -238
      -21
      70
      -18
      -16
      -43
      -21
      106
      36
      35
      493
      12
      -14
      -6
      -151
      56
      11
      -10
      3
      -15
      4
      -6
      16
      89
      70
      10
      -46
      -96
      56
      214
      868
      372
      360
      32
      -1
      125
      19
      -88
      61
      -44
      290
      35
      -71
      6
      120
      -31
      8
      14
      -48
      -105
      -27
      60
      195
      -169
      365
      52
      97
      17
      24
      779
      24
      1,969
      172
      47
      443
      146
      -519
      58
      -23
      112
      68
      115
      36
      75
      38
      120
      11
      140
      46
      50
      129
      128
      55
      52
      -516
      -40
      -107
      49
      211
      525
      -190
      513
      125
      109
      1,150
      295
      230
      229
      100
      53
      54
      83
      129
      120
      29
      109
      63
      355
      115
      -35
      244
      -681
      312
      -314
      -33
      6,350
      35
      115
      63
      223
      210
      312
      44
       
      14
      13
      11
      -9
      106
      69
      321
      119
      -127
      -385
      53
      112
      96
      97
       
      48
      24
      72
      276
      217
      61
      51
      34
      158
      52
      535
      110
      1,214
      65
      512
      312
       
      138
      61
      328
      121
      21
      389
      -1
      361
      89
      14
      76
      -3
      221
      124
      593
      494
      -286
      485
      208
      3,308
      134
      235
      -11
      -228
      5
      1,157
      3,457
      60
      52
      19
      157
      12
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 20,564
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,253
c All other domestic foundations enter 1.39% 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 2,253
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 2,253
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,851
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,851
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 2,598
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,128 RefundedBullet 11 1,470
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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 807-6123

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    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 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    FRED N BUCH TRUSTEE
    1
    5,000    
    1107 W MAIN ST
    EPHRATA,PA17522
    RICHARD CUMMINGS TRUSTEE
    1
    5,000    
    1954 MELODAY LANE
    LANCASTER,PA17601
    W CRAIG BROSSMAN TRUSTEE
    1
    5,000    
    POBOX 0576
    TERRE HILL,PA175810576
    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 (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    9,227,006
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,227,006
    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
    9,227,006
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    138,405
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,088,601
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    454,430
    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
    454,430
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,253
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,253
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    452,177
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    452,177
    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
    452,177
    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
    357,135
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    357,135
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    357,135
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 452,177
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 199,704
    c From 2017...... 61,123
    d From 2018...... 17,712
    e From 2019...... 0
    fTotal of lines 3a through e........ 278,539
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 357,135
    a Applied to 2019, 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 2020 distributable amount..... 357,135
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 95,042 95,042
    (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 5 183,497
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    183,497
    10 Analysis of line 9:
    a Excess from 2016.... 104,662
    b Excess from 2017.... 61,123
    c Excess from 2018.... 17,712
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ANNE BROSSMAN SWEIGART CHARITABLE F
    PO BOX 757
    EPHRATA,PA17522
    (717) 581-9321
    bThe form in which applications should be submitted and information and materials they should include:
    APPLY IN LETTER FORM
    cAny submission deadlines:
    SEPTEMBER 1ST DEADLINE - GRANTS DISTRIBUTED IN NOVEMBER
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED TO CHARITABLE ORGANIZATIONS IN THE DENVER AND EPHRATA AREAS
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    CHRISTIAN ENDEAVOR MID-ATLANTIC
    PO BOX 190
    GILBERTSVILLE,PA19525
    NONE PC GENERAL SUPPORT 2,500
    FIVEPOINTVILLE FIRE COMPANY
    1987 DRY TAVERN RD
    DENVER,PA17517
    NONE PC GENERAL SUPPORT 2,000
    EPHRATA AREA REHAB SERVICES INC
    27 CLOISTER AVE
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 15,000
    EPHRATA AREA SOCIAL SERVICES
    227 N STATE ST
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 15,000
    EPHRATA CLOISTER ASSOCIATES
    632 W MAIN ST
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 5,000
    EPHRATA PERFORMING ARTS CENTER AT THE
    SHARADIN BIGLER THEATER
    PO BOX 173
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 5,000
    EPHRATA PUBLIC LIBRARY
    550 S READING RD
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 5,000
    EPHRATA RECREATION CENTER
    130 S ACADEMY DR
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 6,000
    BRICKERVILLE FIRE COMPANY
    10 HOPELAND RD
    LITITZ,PA17543
    NONE PC GENERAL SUPPORT 2,000
    LINCOLN FIRE COMPANY
    38 S MARKET ST
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 2,000
    MARTINDALE VOLUNTEER FIRE COMPANY
    542 GRISTMILL RD
    MARTINDALE,PA17549
    NONE PC GENERAL SUPPORT 2,000
    REAMSTOWN FIRE COMPANY NO 1
    12 W CHURCH ST
    REAMSTOWN,PA17567
    NONE PC GENERAL SUPPORT 2,000
    SMOKESTOWN FIRE COMPANY NO 1
    860 SMOKESTOWN RD
    DENVER,PA17517
    NONE PC GENERAL SUPPORT 2,000
    WEAVERLAND VALLEY FIRE COMPANY
    403 N EARL ST
    TERRE HILL,PA17581
    NONE PC GENERAL SUPPORT 2,000
    WEST EARL FIRE COMPANY
    14 SCHOOL LANE AVE
    BROWNSTOWN,PA17508
    NONE PC GENERAL SUPPORT 2,000
    HISTORICAL SOCIETY OF THE COCALICO
    VALLEY
    237-249 W MAIN ST
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 10,000
    EVANGELICAL LUTHERAN CHURCH OF THE HOLY
    TRINITY
    167 E MAIN ST
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 2,500
    KEYSTONE PET ENHANCED THERAPY SERVICES
    630 JANET AVE
    LANCASTER,PA17601
    NONE PC GENERAL SUPPORT 4,000
    LINCOLN CEMETERY ASSOC OF LANCASTER
    COUNTY
    1391 W MAIN ST
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 5,000
    LITITZ HISTORICAL FOUNDATION
    137-145 E MAIN ST
    LITITZ,PA17543
    NONE PC GENERAL SUPPORT 5,000
    LITITZ PUBLIC LIBRARY
    651 KISSEL HILL RD
    LITITZ,PA17543
    NONE PC GENERAL SUPPORT 5,000
    LITITZ RECREATION CENTER
    301 W MAPLE ST
    LITITZ,PA17543
    NONE PC GENERAL SUPPORT 5,000
    MOUNT GRETNA HISTORICAL SOCIETY
    PO BOX 362
    MOUNT GRETNA,PA17064
    NONE PC GENERAL SUPPORT 5,000
    MUDDY CREEK EVANGELICAL CHURCH
    11 S MUDDY CREEK CHURCH RD
    DENVER,PA17517
    NONE PC GENERAL SUPPORT 3,000
    PIONEER FIRE COMPANY
    135 SOUTH STATE STREET
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 2,000
    AMER LEGION CLOISTER POST 429
    ATTN DAVID L DREIBELBIS
    300 COCALICO ST PO BOX 337
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 10,000
    AARON'S ACRES
    ATTN RISA C PASKOFF
    1861 CHARTER LANE STE 114
    LANCASTER,PA17601
    NONE PC GENERAL SUPPORT 2,000
    GIRL SCOUTS IN THE HEART OF PA
    350 HALE AVE
    HARRISBURG,PA17104
    NONE PC GENERAL SUPPORT 5,000
    GIRLS ON THE RUN
    PO BOX 262
    LANDISVILLE,PA17538
    NONE PC GENERAL SUPPORT 2,500
    GOOD SAMARITAN SERVICES
    PO BOX 756
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 15,000
    GRETNA MUSIC
    PO BOX 366
    MT GRETNA,PA17064
    NONE PC GENERAL SUPPORT 5,000
    GRETNA THEATRE
    PO BOX 578
    MT GRETNA,PA17064
    NONE PC GENERAL SUPPORT 8,500
    LITITZ WARWICK AREA COMM CHEST
    PO BOX 148
    LITITZ,PA17543
    NONE PC GENERAL SUPPORT 12,500
    PENNSYLVANIA CANINE SEARCH & RESCUE
    PO BOX 673
    ADAMSTOWN,PA19501
    NONE PC GENERAL SUPPORT 5,000
    REAL LIFE COMM SERVICES
    PO BOX 22
    DENVER,PA17517
    NONE PC GENERAL SUPPORT 10,000
    RIDER UNIVERSITY
    2083 LAWRENCEVILLE RD
    LAWRENCEVILLE,NJ08647
    NONE PC FOUNDATION ENDOWED 50,000
    THE BRIDGE YOUTH CENTER
    119 CHURCH AVE
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 2,500
    TNT YOUTH MINISTRIES
    510 STEVENS ROAD
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 2,500
    WOODCREST RETREAT
    225 WOODCREST DR
    EPHRATA,PA17522
    NONE PC GENERAL SUPPORT 3,000
    NOAH BENNETCH
    C/O PNC BANK
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    NONE INDIVIDUAL SCHOLARSHIP 5,000
    OLIVIA SCHMID
    C/O PNC BANK
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    NONE INDIVIDUAL SCHOLARSHIP 5,000
    PENNSYLVANIA DUTCH COUNCIL
    630 JANET AVENUE 114
    LANCASTER,PA17601
    NONE PC GENERAL SUPPORT 4,500
    EXCENTIA HUMAN SERVICES
    1810 ROHRERSTOWN ROAD
    LANCASTER,PA17601
    NONE PC GENERAL SUPPORT 2,000
    Total .................................bullet 3a 266,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 211,695  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 20,564  
    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)..   232,259  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    232,259
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ANNE B SWEIGART CHARITABLE FOUNDATION
    EIN:
    20-2751003
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK    
    PREFERRED STOCK    
    CONVERTIBLE PREFERRED STOCK    
    375204 ABB LTD SPONSORED ADR 571 1,035
    2824100 ABBOTT LABORATORIES IN 10,076 14,124
    24835100 AMERICAN CAMPUS CMNTY 1,077 1,240
    31162100 AMGEN INC 8,270 14,255
    32095101 AMPHENOL CORP NEW CL 20,189 30,469
    37833100 APPLE INC 1,128 9,819
    38336103 APTARGROUP INC 798 1,095
    40413106 ARISTA NETWORKS INC 9,514 12,495
    53015103 AUTOMATIC DATA PROCES 10,641 11,453
    53484101 AVALONBAY COMMUNITIES 4,791 4,973
    71813109 BAXTER INTERNATIONAL 4,007 4,012
    75887109 BECTON DICKINSON & CO 10,778 11,010
    75887406 BECTON DICKINSON AND 13,909 14,885
    77454106 BELDEN INC 687 503
    84423102 WR BERKLEY CORP 8,995 10,362
    90672106 BIOTELEMETRY INC 1,450 2,595
    92113109 BLACK HILLS CORP 1,255 1,045
    99406100 BOOT BARN HOLDINGS IN 1,124 1,257
    101121101 BOSTON PPTYS INC REI 2,993 3,687
    109641100 BRINKER INTERNATIONA 1,218 1,358
    112585104 BROOKFIELD ASSET MAN 7,417 9,451
    115236101 BROWN & BROWN INC 8,701 13,701
    115637209 BROWN FORMAN CORP CL 3,129 4,686
    127055101 CABOT CORP 619 628
    127097103 CABOT OIL & GAS CORP 9,627 8,612
    127190304 CACI INTL INC CL A 1,613 1,995
    128030202 CAL MAINE FOODS INC 13,866 12,726
    128246105 CALAVO GROWERS INC 2,356 2,083
    130788102 CALIFORNIA WTR SVC G 3,737 4,214
    131193104 CALLAWAY GOLF CO 628 888
    142339100 CARLISLE COMPANIES I 11,195 13,588
    143130102 CARMAX INC 9,282 12,374
    146229109 CARTER'S INC 745 753
    156727109 CERENCE INC-WI 1,052 2,110
    172062101 CINCINNATI FINANCIAL 9,906 10,310
    184496107 CLEAN HARBORS INC 1,801 2,055
    191216100 COCA COLA CO 11,529 14,533
    192446102 COGNIZANT TECHNOLOGY 6,094 6,966
    198287203 COLUMBIA PROPERTY TR 1,675 1,176
    200525103 COMMERCE BANCSHARES 6,992 7,818
    207410101 CONMED CORP 2,124 2,464
    217204106 COPART INC 6,678 13,743
    229899109 CULLEN FROST BANKERS 4,105 5,583
    235851102 DANAHER CORP 8,728 24,658
    256746108 DOLLAR TREE INC 16,869 17,827
    292765104 ENERPAC TOOL GROUP C 859 882
    294429105 EQUIFAX INC 2,437 3,857
    294628102 EQUITY COMMONWEALTH 25,815 22,124
    302081104 EXLSERVICE HOLDINGS 1,213 1,703
    302130109 EXPEDITORS INTERNATI 5,505 6,848
    302520101 F.N.B. CORP PA 2,275 1,948
    311900104 FASTENAL CO 4,328 6,494
    320517105 FIRST HORIZON CORPOR 3,397 2,922
    366651107 GARTNER INC 12,217 16,339
    369550108 GENERAL DYNAMICS COR 9,663 9,971
    370334104 GENERAL MILLS INC 4,901 5,410
    379577208 GLOBUS MEDICAL INC A 597 1,109
    405217100 HAIN CELESTIAL GROUP 625 1,205
    410867105 HANOVER INSURANCE GR 1,982 2,105
    413160102 HARMONIC INC 792 894
    415864107 HARSCO CORP 908 1,115
    419870100 HAWAIIAN ELECTRIC IN 726 602
    421946104 HEALTHCARE REALTY TR 6,850 6,897
    428291108 HEXCEL CORP 1,427 1,164
    431571108 HILLENBRAND INC 515 677
    436893200 HOME BANCSHARES INC 2,304 2,532
    437076102 HOME DEPOT INC 4,628 4,516
    438516106 HONEYWELL INTL INC 10,582 14,464
    447462102 HURON CONSULTING GRO 1,408 1,651
    451107106 IDACORP INC 4,503 4,705
    457187102 INGREDION INC 1,848 1,809
    457985208 INTEGRA LIFESCIENCES 1,409 1,818
    459506101 INTERNATIONAL FLAVOR 7,398 5,986
    461202103 INTUIT SOFTWARE 4,465 6,837
    478160104 JOHNSON & JOHNSON 9,889 11,489
    488152208 KELLY SERVICES INC C 762 658
    488401100 KEMPER CORP 8,384 7,990
    494368103 KIMBERLY-CLARK CORP 962 944
    500643200 KORN FERRY 1,185 1,349
    525558201 LEMAITRE VASCULAR IN 1,183 1,377
    526057104 LENNAR CORP CLASS A 7,459 13,340
    526057302 LENNAR CORP CLASS B 332 551
    529043101 LEXINGTON REALTY TRU 758 850
    530307305 LIBERTY BROADBAND-C 13,849 23,280
    535555106 LINDSAY CORPORATION 1,280 2,055
    552848103 MGIC INVT CORP WIS 2,302 2,497
    553777103 MTS SYSTEMS CORP 3,984 3,955
    556269108 MADDEN STEVEN LTD 963 1,166
    564563104 MANTECH INTL CORP CL 905 1,245
    570535104 MARKEL CORP (HOLDING 13,202 13,433
    573075108 MARTEN TRANSPORT LTD 1,947 2,119
    573284106 MARTIN MARIETTA MATL 10,741 17,038
    575385109 MASONITE INTERNATION 1,287 1,868
    577933104 MAXIMUS INC 2,028 1,976
    589378108 MERCURY SYSTEMS INC 2,379 2,818
    589889104 MERIT MEDICAL SYSTEM 2,999 6,106
    594918104 MICROSOFT CORP 9,629 54,715
    595017104 MICROCHIP TECHNOLOGY 7,471 16,988
    596680108 MIDDLESEX WATER CO 791 942
    606822104 MITSUBISHI UFJ FINL 6,441 5,848
    624758108 MUELLER WATER PRODUC 8,033 8,901
    626755102 MURPHY USA INC-W/I 1,748 2,748
    640491106 NEOGEN CORP 2,988 3,489
    651587107 NEW MARKET CORPORATI 6,344 5,974
    654106103 NIKE INC CLASS B 12,995 20,089
    665859104 NORTHERN TRUST CORP 14,552 17,045
    666807102 NORTHROP GRUMMAN COR 914 914
    670704105 NUVASIVE INC 975 1,070
    680665205 OLIN CORP PAR $1 772 933
    688239201 OSHKOSH CORPORATION 8,669 12,997
    691497309 OXFORD INDUSTRIES IN 843 786
    701094104 PARKER HANNIFIN CORP 8,972 15,527
    701877102 PARSLEY ENERGY INC-C 630 937
    705573103 PEGASYSTEMS INC 2,780 4,931
    713448108 PEPSICO INC 10,721 13,050
    714264207 PERNOD RICARD SA UNS 2,395 2,953
    717081103 PFIZER INC 7,585 7,436
    718546104 PHILLIPS 66 7,000 7,414
    723787107 PIONEER NAT RES CO 7,833 5,467
    736508847 PORTLAND GENERAL ELE 3,944 3,764
    742718109 PROCTER & GAMBLE CO 15,651 16,697
    743315103 PROGRESSIVE CORP OHI 12,588 15,030
    747316107 QUAKER CHEMICAL CORP 1,879 2,787
    747525103 QUALCOMM 9,427 18,738
    749685103 RPM INTERNATIONAL IN 10,819 12,800
    758750103 REGAL BELOIT CORP 1,038 1,597
    759351604 REINSURANCE GROUP OF 2,295 1,854
    759916109 REPLIGEN CORP 2,060 4,982
    775133101 ROGERS CORP 1,009 1,242
    778296103 ROSS STORES INC 9,128 11,790
    784305104 SJW GROUP 9,872 10,890
    800013104 SANDERSON FARMS INC 18,104 18,376
    808513105 SCHWAB CHARLES CORP 11,500 19,254
    808513600 CHARLES SCHWAB CORP 2,147 2,109
    826919102 SILICON LABORATORIES 977 1,146
    827048109 SILGAN HLDGS INC 744 927
    829214105 SIMULATIONS PLUS INC 2,639 3,021
    830830105 SKYLINE CHAMPION COR 3,095 3,156
    835699307 SONY CORP AMERICAN S 8,672 18,805
    854231107 STANDEX INTERNATIONA 1,181 1,318
    855244109 STARBUCKS CORP 3,874 5,349
    858912108 STERICYCLE INC 7,169 10,122
    863667101 STRYKER CORP 5,883 8,086
    866674104 SUN CMNTYS INC 4,540 6,686
    872540109 TJX COMPANIES INC NE 10,708 14,136
    873379101 TABULA RASA HEALTHCA 1,731 1,457
    878155100 TEAM INC 1,360 1,025
    882508104 TEXAS INSTRUMENTS IN 3,023 4,267
    882681109 TEXAS ROADHOUSE INC 2,153 3,439
    902494103 TYSON FOODS INC CLAS 12,011 9,537
    902788108 UMB FINL CORP 2,331 2,967
    902973155 US BANCORP PFD SER B 1,510 1,808
    902973833 US BANCORP PFD CALL 1,611 1,600
    904214103 UMPQUA HLDGS C 1,066 1,347
    911312106 UNITED PARCEL SERVIC 2,806 4,378
    913903100 UNIVERSAL HEALTH SER 748 963
    915271100 UNIVEST FINANCIAL CO 1,310 1,091
    918204108 V-F CORP 3,130 3,160
    919794107 VALLEY NATIONAL BANC 4,354 4,290
    925550105 VIAVI SOLUTIONS INC 1,589 1,812
    928377100 VISTA OUTDOOR INC-WI 404 950
    928881101 VONTIER CORP-W/I 9,888 11,723
    931427108 WALGREENS BOOTS ALLI 9,835 5,822
    950755108 WERNER ENTERPRISES I 2,024 1,961
    957638109 WESTERN ALLIANCE BAN 1,452 2,338
    26927E104 EVO PAYMENTS INC-CLA 3,485 3,997
    02553E106 AMERICAN EAGLE OUTFI 881 1,405
    89417E109 THE TRAVELERS COS IN 25,446 28,355
    00724F101 ADOBE INC 2,611 24,006
    02079K107 ALPHABET INC/CA-CL C 7,338 10,511
    02079K305 ALPHABET INC/CA-CL A 4,899 12,268
    02208R106 ALTRA INDUSTRIAL MOT 1,106 1,774
    03027X100 AMERICAN TOWER CORP 4,434 4,265
    03076C106 AMERIPRISE FINANCIAL 6,962 13,992
    03662Q105 ANSYS INC 7,391 22,192
    03783C100 APPFOLIO INC - A 1,543 2,160
    04247X102 ARMSTRONG WORLD INDU 6,312 6,621
    05379B107 AVISTA CORP 3,864 3,974
    05550J101 BJ'S WHOLESALE CLUB 397 634
    05561Q201 BOK FINL CORP NEW 3,874 4,040
    05605H100 BWX TECHNOLOGIES INC 1,474 1,748
    05990K106 BANC OF CALIFORNIA I 1,820 1,971
    06652K103 BANKUNITED INC 2,399 2,748
    07724U103 BEIERSDORF AG-UNSPON 18,233 18,666
    09062W204 BIOLIFE SOLUTIONS IN 995 1,995
    09257W100 BLACKSTONE MORTGAGE 2,179 1,679
    10316T104 BOX INC - CLASS A 2,295 2,437
    11133T103 BROADRIDGE FINANCIAL 3,643 4,902
    12504L109 CBRE GROUP INC 705 1,004
    12514G108 CDW CORP/DE 12,802 20,955
    12571T100 CMC MATERIALS INC 1,043 1,059
    14040H105 CAPITAL ONE FINANCIA 8,161 9,588
    17273K109 CIRCOR INTERNATIONAL 1,047 1,038
    19239V302 COGENT COMMUNICATION 815 838
    22002T108 CORPORATE OFFICE PPT 958 965
    22052L104 CORTEVA INC-W/I 11,294 15,527
    23291C103 DMC GLOBAL INC 726 735
    24906P109 DENTSPLY SIRONA INC 15,957 22,148
    25243Q205 DIAGEO PLC SPONSORED 3,367 4,923
    26817Q886 DYNEX CAPITAL INC 756 854
    26856L103 ELF BEAUTY INC 1,893 2,544
    27579R104 EAST WEST BANCORP IN 9,919 8,469
    28414H103 ELANCO ANIMAL HEALTH 10,342 11,563
    29084Q100 EMCOR GROUP INC 764 823
    29260V105 ENDAVA PLC- SPON ADR 1,197 2,226
    29272W109 ENERGIZER SPINCO INC 761 759
    29355X107 ENPRO INDUSTRIES INC 1,111 1,359
    29415F104 ENVISTA HOLDINGS COR 1,495 1,990
    29472R108 EQUITY LIFESTYLE PRO 4,658 6,146
    29670G102 ESSENTIAL UTILITIES 4,762 5,959
    29670G201 ESSENTIAL UTILITIES 7,131 8,125
    30303M102 FACEBOOK INC 1,234 10,107
    37637Q105 GLACIER BANCORP INC 5,703 6,349
    38388F108 GRACE W R & CO DEL N 2,053 1,645
    39874R101 GROCERY OUTLET HOLDI 2,691 3,179
    42550U109 HENKEL AG & COMPANY 5,435 5,875
    42805E306 HESKA CORP 1,734 2,767
    44109J106 HOSTESS BRANDS INC 1,535 1,596
    44930G107 ICU MED INC 9,132 11,582
    45073V108 ITT INC 1,807 2,234
    45688C107 INGEVITY CORP 1,084 1,212
    45768S105 INNOSPEC INC 837 998
    46266C105 IQVIA HOLDINGS INC 12,621 18,813
    46625H100 JPMORGAN CHASE & CO 8,931 14,740
    50077B207 KRATOS DEFENSE SECUR 2,416 3,676
    50187A107 LHC GROUP INC 1,854 2,986
    50540R409 LABORATORY CORP OF A 9,608 12,620
    52603B107 LENDINGTREE INC 1,562 1,369
    53814L108 LIVENT CORP 732 1,978
    55303J106 MGP INGREDIENTS INC 766 894
    55405Y100 MACOM TECHNOLOGY SOL 407 1,596
    55955D100 MAGNITE INC 1,550 5,159
    57636Q104 MASTERCARD INC CL A 9,358 23,201
    58506Q109 MEDPACE HOLDINGS INC 2,256 4,037
    59064R109 MESA LABS INC 2,469 3,153
    59156R108 METLIFE INC. 4,756 6,620
    59156R850 METLIFE INC PFD SER 1,543 1,714
    59156R876 METLIFE INC PFD 05.6 817 848
    60510V108 MISSION PRODUCE INC 1,323 1,460
    60786M105 MOELIS & CO 6,199 8,651
    64049M209 NEOGENOMICS INC COM 1,470 3,876
    65158N102 NEWMARK GROUP INC-CL 998 1,400
    66987V109 NOVARTIS AG SPONSORE 8,599 11,332
    67098H104 O-I GLASS INC 1,335 1,178
    69327R101 PDC ENERGY INC 686 760
    69354M108 PRA HEALTH SCIENCES 1,286 1,631
    70450Y103 PAYPAL HOLDINGS INC- 2,504 15,223
    72346Q104 PINNACLE FINANCIAL 1,946 2,769
    74112D101 PRESTIGE CONSUMER HE 1,331 1,430
    74758T303 QUALYS INC 1,198 1,828
    76029L100 REPAY HOLDINGS CORP 1,851 2,398
    78469X107 SPX FLOW INC 504 753
    78709Y105 SAIA INC 1,493 2,712
    81617J301 SELECT ENERGY SERVIC 1,347 841
    81725T100 SENSIENT TECHNOLOGIE 571 590
    82982L103 SITEONE LANDSCAPE SU 1,298 2,538
    83175M205 SMITH & NEPHEW P/C S 16,316 18,091
    84790A105 SPECTRUM BRANDS HLDG 776 1,185
    84857L101 SPIRE INC 1,484 1,281
    85917A100 STERLING BANCORP 2,817 2,589
    87901J105 TEGNA INC 1,379 1,576
    88579Y101 3M COMPANY 8,856 9,788
    89055F103 TOPBUILD CORP 1,472 2,761
    89214P109 TOWNE BANK 986 1,057
    89469A104 TREEHOUSE FOODS INC 2,809 2,422
    90184L102 TWITTER INC 8,838 14,566
    90384S303 ULTA BEAUTY INC 1,884 2,010
    91324P102 UNITEDHEALTH GROUP I 3,520 8,767
    92047W101 VALVOLINE INC 1,156 1,550
    92220P105 VARIAN MEDICAL SYSTE 7,398 7,875
    92345Y106 VERISK ANALYTICS INC 7,299 10,795
    92932M101 WNS HOLDINGS LTD ADR 4,052 4,755
    94106L109 WASTE MANAGEMENT INC 2,490 2,594
    98139A105 WORKIVA INC 2,441 5,406
    98419M100 XYLEM INC 12,576 16,286
    98978V103 ZOETIS INC 7,619 11,916
    G0176J109 ALLEGION PLC SEDOL B 15,015 17,224
    G0450A105 ARCH CAPITAL GROUP L 15,645 17,025
    G0772R208 THE BANK OF N T BUTT 2,036 2,025
    G1151C101 ACCENTURE PLC CLASS 6,411 9,404
    G14838109 MIMECAST LTD SEDOL B 2,964 4,036
    G21810109 CLARIVATE PLC SEDOL 5,860 5,704
    G3223R108 EVEREST RE GROUP LTD 11,509 12,875
    G47567105 IHS MARKIT LTD SEDOL 10,594 17,068
    G51502105 JOHNSON CTLS INTL PL 11,117 13,185
    G5960L103 MEDTRONIC PLC SEDOL 10,744 14,525
    G6095L109 APTIV PLC-WHEN ISSUE 6,881 10,814
    G9618E107 WHITE MOUNTAINS INSU 7,270 8,005
    H01301128 ALCON INC SEDOL BJXB 10,019 12,008
    H1467J104 CHUBB LTD SEDOL B3BQ 14,983 22,164

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ANNE B SWEIGART CHARITABLE FOUNDATION
    EIN:
    20-2751003
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME      
    MUTUAL FUNDS - EQUITY      
    24525669 AMERICAN BEACON AHL M AT COST 190,934 190,597
    57071854 BAIRD AGGREGATE BOND AT COST 275,000 289,254
    66922204 ISHARES S&P 500 INDEX AT COST 308,315 397,793
    256210105 DODGE & COX INCOME F AT COST 449,961 480,785
    277923264 EATON VANCE GLOBAL M AT COST 329,648 338,511
    317609295 SEAFARER OVERSEAS GR AT COST 54,027 72,800
    413838657 OAKMARK INTL SM CAP- AT COST 285,851 335,373
    427096508 HERCULES CAPITAL INC AT COST 1,738 1,976
    461418444 WCM FOCUSED INTL GRO AT COST 347,261 516,369
    464287234 ISHARES MSCI EMERGIN AT COST 199,835 256,335
    464287465 ISHARES MSCI EAFE ET AT COST 132,622 145,774
    464287879 ISHARES S&P SMALL CA AT COST 77,670 135,462
    464287887 ISHARES S&P SMALL CA AT COST 77,470 134,961
    936793686 WASATCH INTL OPPORTU AT COST 147,794 239,780
    00769G543 CAMBIAR INTL EQUITY AT COST 464,036 465,795
    03463K406 ANGEL OAK MULTI-STRA AT COST 319,746 316,036
    09250J734 BLACKROCK EVENT DRIV AT COST 355,935 380,455
    09260B309 BLACKROCK CORE BOND AT COST 500,000 526,507
    09260B382 BLACKROCK STRATEGIC AT COST 235,196 242,899
    31428Q747 FEDERATED HERMES ULT AT COST 390,000 395,502
    38143H720 GOLDMAN SACHS EQ DIV AT COST 246,563 268,349
    52106N459 LAZARD GLOBAL LISTED AT COST 403,194 388,391
    77958B105 T ROWE PRICE INSTITU AT COST 150,000 142,123
    78467Y107 SPDR MIDCAP TRUST SE AT COST 368,740 443,436
    89154Q562 TOUCHSTONE SANDS EM AT COST 43,897 76,488

    TY 2020 LegalFeesSchedule
    Name:
    ANNE B SWEIGART CHARITABLE FOUNDATION
    EIN:
    20-2751003
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 21,576 10,788   10,788


    TY 2020 OtherDecreasesSchedule
    Name:
    ANNE B SWEIGART CHARITABLE FOUNDATION
    EIN:
    20-2751003
    Description Amount
    2020 TRANSACTIONS THAT POSTED IN 2021 11,418


    TY 2020 OtherExpensesSchedule
    Name:
    ANNE B SWEIGART CHARITABLE FOUNDATION
    EIN:
    20-2751003
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MAP MANAGEMENT FEES 5,635 5,635   0
    OFFICE EXPENSES 4,248 0   4,248
    LIABILITY INSURANCE FEES 4,325 0   4,325
    MISCELLANEOUS FEES OR EXPENSES 472 0   0
    ACCOUNT MAINTENANCE FEES 500 500   0
    ADR SERVICE FEES 80 80   0


    TY 2020 OtherIncreasesSchedule
    Name:
    ANNE B SWEIGART CHARITABLE FOUNDATION
    EIN:
    20-2751003
    Description Amount
    ADJUSTMENTS TO INCOME 129
    ADJUSTMENTS FOR RETURN OF CAPITAL 70


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ANNE B SWEIGART CHARITABLE FOUNDATION
    EIN:
    20-2751003
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC AGENT FOR TRUSTEE FEES 60,440 36,264   24,176


    TY 2020 TaxesSchedule
    Name:
    ANNE B SWEIGART CHARITABLE FOUNDATION
    EIN:
    20-2751003
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 647 647   0
    REAL ESTATE TAX ON NON-RENTAL 6,538 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,615 0   0
    FOREIGN TAXES ON QUALIFIED FOR 3,468 3,468   0
    FOREIGN TAXES ON NONQUALIFIED 1,373 1,373   0