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
B&L Charitable Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)885 Admiralty Parade
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Naples, FL34102
A Employer identification number

30-6601233
B Telephone number (see instructions)

(239) 207-5076
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$1,089,222
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 6,199 6,199 6,199
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 680,871
8 Net short-term capital gain......... 674,352
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 636 636 636
12 Total. Add lines 1 through 11........ 6,835 687,706 681,187
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0  
14 Other employee salaries and wages...... 0 0 0  
15 Pension plans, employee benefits....... 0 0 0  
16a Legal fees (attach schedule)......... 7,630      
b Accounting fees (attach schedule)....... 0 0 0  
c Other professional fees (attach schedule).... 21,000      
17 Interest............... 9,228   9,228  
18 Taxes (attach schedule) (see instructions)... 1,332   1,332  
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 0      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,190 0 10,560 0
25 Contributions, gifts, grants paid....... 59,869 59,869
26 Total expenses and disbursements. Add lines 24 and 25 99,059 0 10,560 59,869
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -92,224
b Net investment income (if negative, enter -0-) 687,706
c Adjusted net income (if negative, enter -0-)... 670,627
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......... 0 739,232 739,232
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
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)....... 1,344,756 Click to see attachment352,598 349,990
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,344,756 1,091,830 1,089,222
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment835,409 Click to see attachment41,470
23 Total liabilities (add lines 17 through 22)......... 835,409 41,470
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........ 509,347 1,050,360
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 509,347 1,050,360
30 Total liabilities and net assets/fund balances (see instructions). 1,344,756 1,091,830
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
509,347
2
Enter amount from Part I, line 27a .....................
2
-92,224
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
633,237
4
Add lines 1, 2, and 3 ..........................
4
1,050,360
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,050,360
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 Abbott Laboratories P 2020-04-03 2020-04-09
b Abbott Laboratories P 2020-07-24 2020-07-28
c Adobe Inc P 2020-09-18 2020-09-23
d Advanced Micro Devices Inc P 2020-05-01 2020-05-08
e Advanced Micro Devices Inc P 2020-07-19 2020-07-21
Advanced Micro Devices Inc P 2020-08-07 2020-08-10
Advanced Micro Devices Inc P 2020-08-14 2020-08-20
Advanced Micro Devices Inc P 2020-09-04 2020-09-10
Advanced Micro Devices Inc P 2020-09-18 2020-09-23
Advanced Micro Devices Inc P 2020-10-02 2020-10-06
Advanced Micro Devices Inc P 2020-10-30 2020-11-06
Advanced Micro Devices Inc P 2020-11-13 2020-12-04
Anthem Inc P 2020-07-31 2020-08-05
Apple Inc P 2020-05-01 2020-05-07
Apple Inc P 2020-09-18 2020-09-21
Apple Inc P 2020-11-08 2020-11-11
Autodesk Inc P 2020-11-20 2020-11-25
Autozone Inc P 2020-01-10 2020-01-14
Best Buy Co Inc P 2020-08-28 2020-09-02
Beyond Meat Inc P 2020-01-17 2020-03-06
Beyond Meat Inc P 2020-05-22 2020-06-26
Beyond Meat Inc P 2020-08-07 2020-08-10
Beyond Meat Inc P 2020-09-04 2020-09-08
Biogen Inc P 2020-07-20 2020-07-29
Biogen Inc P 2020-08-07 2020-08-10
Boeing Co P 2020-05-22 2020-05-29
Broadcom Inc P 2020-09-10 2020-09-14
Broadcom Inc P 2020-09-18 2020-09-23
Broadcom Inc P 2020-09-20 2020-09-23
Broadcom Inc P 2020-12-11 2020-12-14
Cardinal Health Inc P 2020-08-07 2020-08-10
Chewy Inc Com Cl A P 2020-07-17 2020-07-21
Chewy Inc Com Cl A P 2020-07-18 2020-07-21
Chewy Inc Com Cl A P 2020-08-07 2020-08-10
Chewy Inc Com Cl A P 2020-09-04 2020-09-09
Chewy Inc Com Cl A P 2020-09-10 2020-09-14
Chewy Inc Com Cl A P 2020-09-11 2020-09-14
Chewy Inc Com Cl A P 2020-12-20 2020-12-28
Chipotle Mexican Grill P 2019-10-04 2020-01-03
Chipotle Mexican Grill P 2020-03-13 2020-04-09
Cloudera Inc P 2020-06-05 2020-06-12
Cloudera Inc P 2020-09-04 2020-09-08
Cloudera Inc P 2020-09-05 2020-09-08
Costco Wholesale Corp P 2020-03-27 2020-04-09
Coupa Software Incorporated P 2020-09-09 2020-09-14
Coupa Software Incorporated P 2020-09-10 2020-09-14
Crowndstrike Holdings Inc P 2020-06-05 2020-07-02
Crowndstrike Holdings Inc P 2020-08-28 2020-09-02
Crowndstrike Holdings Inc P 2020-09-02 2020-09-11
Crowndstrike Holdings Inc P 2020-09-08 2020-09-11
Crowndstrike Holdings Inc P 2020-10-01 2020-10-05
Crowndstrike Holdings Inc P 2020-10-09 2020-10-12
Crowndstrike Holdings Inc P 2020-11-15 2020-11-27
Datadog Inc Com Cl A P 2020-09-04 2020-09-08
Datadog Inc Com Cl A P 2020-09-18 2020-09-24
Datadog Inc Com Cl A P 2020-10-10 2020-10-19
Dave & Buster's Entertainment P 2020-07-25 2020-08-04
Delta Air Lines Inc P 2020-01-24 2020-03-11
Docusign Inc P 2020-09-04 2020-09-09
Docusign Inc P 2020-12-11 2020-12-16
Dollar General Corp P 2020-03-28 2020-04-03
Dollar General Corp P 2020-08-28 2020-09-02
Dollar General Corp P 2020-09-04 2020-09-08
Dollar Tree Inc P 2020-08-28 2020-09-02
Dollar Tree Inc P 2020-08-29 2020-09-08
Dominos Pizza Inc P 2020-03-20 2020-03-23
Draftkings Inc Com Cl A P 2020-06-26 2020-07-06
Draftkings Inc Com Cl A P 2020-06-28 2020-07-06
Draftkings Inc Com Cl A P 2020-08-28 2020-09-02
Draftkings Inc Com Cl A P 2020-09-04 2020-09-09
Etsy Inc P 2020-06-05 2020-06-19
Esty Inc P 2020-08-01 2020-08-19
Facebook Inc Com Cl A P 2020-01-24 2020-02-28
Fastly Inc Com Cl A P 2020-08-20 2020-08-26
Fastly Inc Com Cl A P 2020-08-28 2020-09-02
Fastly Inc Com Cl A P 2020-09-08 2020-09-11
Fastly Inc Com Cl A P 2020-09-10 2020-09-14
Fastly Inc Com Cl A P 2020-09-20 2020-09-23
Fastly Inc Com Cl A P 2020-10-16 2020-10-19
Fastly Inc Com Cl A P 2020-11-13 2020-11-18
Fastenal P 2020-10-15 2020-10-21
F5 Network Inc P 2020-07-30 2020-07-31
F5 Network Inc P 2020-08-14 2020-08-17
Gap Inc P 2020-06-26 2020-07-02
Gilead Sciences Inc P 2020-03-20 2020-04-17
Goldman Sachs Group Inc P 2020-07-17 2020-07-23
Goldman Sachs Group Inc P 2020-08-14 2020-08-17
Hasbro Inc P 2020-03-08 2020-03-11
Home Depot Inc P 2020-08-21 2020-08-28
Home Depot Inc P 2020-09-25 2020-09-23
Inovio Pharmaceuticals Inc P 2020-07-15 2020-07-23
Intel Corp P 2020-07-24 2020-07-29
International Bus Mach Corp P 2020-09-04 2020-09-08
Intuitive Surgical Inc P 2020-01-24 2020-02-14
Intuitive Surgical Inc P 2020-05-15 2020-05-18
Irobot Corp P 2020-10-23 2020-11-06
Ishares Trust 20 Yr Tr Bd Etf P 2020-03-06 2020-03-11
Johnson & Johnson P 2020-07-24 2020-07-31
Johnson & Johnson P 2020-10-02 2020-10-09
Johnson & Johnson P 2020-11-01 2020-11-06
Lam Research Corp P 2020-07-15 2020-07-28
Lam Research Corp P 2020-09-02 2020-09-09
Livongo Health Inc P 2020-08-07 2020-08-10
Lockheed Martin Corp P 2020-10-02 2020-11-16
Lululemon Athletica Inc P 2019-12-13 2020-01-03
Lululemon Athletica Inc P 2020-06-12 2020-07-02
Lululemon Athletica Inc P 2020-06-25 2020-07-07
Lululemon Athletica Inc P 2020-12-10 2020-12-17
Marriott International Inc Com Cl A P 2020-05-15 2020-05-22
Marriott International Inc Com Cl A P 2020-07-10 2020-07-20
Mercadolibre Inc P 2020-08-28 2020-09-02
Mercadolibre Inc P 2020-09-04 2020-09-08
Micron Technology Inc P 2020-07-02 2020-07-21
Micron Technology Inc P 2020-07-31 2020-08-05
Micron Technology Inc P 2020-12-20 2020-12-28
Moderna Inc P 2020-05-22 2020-07-02
Moderna Inc P 2020-08-21 2020-08-24
Moderna Inc P 2020-12-15 2020-12-28
Moderna Inc P 2020-12-20 2020-12-28
Nio Inc P 2020-08-28 2020-09-02
Netflix Inc P 2020-04-17 2020-04-20
Netflix Inc P 2020-07-17 2020-07-21
Netflix Inc P 2020-08-15 2020-08-27
Netflix Inc P 2020-10-23 2020-11-04
Nike Inc Com Cl B P 2020-12-24 2020-12-31
Novavax Inc P 2020-06-01 2020-06-19
Novavax Inc P 2020-08-14 2020-08-24
Nvidia Corp P 2020-07-15 2020-07-27
Nvidia Corp P 2020-07-25 2020-08-05
Nvidia Corp P 2020-09-04 2020-09-08
Nvidia Corp P 2020-09-12 2020-09-23
Nvidia Corp P 2020-10-02 2020-10-05
Nvidia Corp P 2020-10-09 2020-10-23
Nvidia Corp P 2020-12-01 2020-12-14
Nvidia Corp P 2020-12-15 2020-12-28
Okta Inc Com Cl A P 2020-08-28 2020-09-02
Overstock Com Inc Del P 2020-08-21 2020-08-27
Overstock Com Inc Del P 2020-08-28 2020-09-02
Overstock Com Inc Del P 2020-10-01 2020-10-12
Overstock Com Inc Del P 2020-10-30 2020-11-27
Overstock Com Inc Del P 2020-12-04 2020-12-09
Palantir Tech Inc Com Cl A P 2020-11-27 2020-11-30
Palo Alto Networks Inc P 2020-05-22 2020-07-10
Palo Alto Networks Inc P 2020-07-15 2020-07-21
Paypal Holdings Inc P 2020-09-04 2020-09-10
Paypal Holdings Inc P 2020-09-04 2020-09-10
Paypal Holdings Inc P 2020-12-11 2020-12-14
Peloton Interactive Inc Com Cl A P 2020-09-04 2020-09-08
Pepsico Inc P 2020-05-01 2020-05-08
Pinterest Inc Com Cl A P 2020-08-25 2020-09-10
Plug Power Inc P 2020-07-10 2020-07-16
Plug Power Inc P 2020-08-21 2020-08-24
Qualcomm Inc P 2020-09-11 2020-09-14
Qualcomm Inc P 2020-10-02 2020-10-09
RH P 2020-07-05 2020-07-14
RH P 2020-09-05 2020-09-14
RH P 2020-09-15 2020-09-23
Regeneron Pharmaceuticals Inc P 2020-03-20 2020-04-09
Regeneron Pharmaceuticals Inc P 2020-07-10 2020-07-17
Regeneron Pharmaceuticals Inc P 2020-08-07 2020-08-10
Ringcentral Inc Com Cl A P 2020-08-14 2020-08-19
Rocket Companies Inc Com Cl A P 2020-11-10 2020-11-18
Roku Inc Com Cl A P 2020-02-15 2020-02-28
Roku Inc Com Cl A P 2020-04-24 2020-06-01
Roku Inc Com Cl A P 2020-06-26 2020-07-10
Roku Inc Com Cl A P 2020-07-10 2020-07-14
SPDR S&P 500 Etf Trust Tr Unit Etf P 2020-04-20 2020-04-27
Salesforce Inc P 2020-06-25 2020-07-02
Salesforce Inc P 2020-12-11 2020-12-18
Henry Schein Inc P 2020-03-26 2020-05-15
Servicenow Inc P 2020-05-01 2020-05-13
Servicenow Inc P 2020-07-15 2020-07-23
Servicenow Inc P 2020-07-24 2020-07-31
Servicenow Inc P 2020-07-31 2020-08-05
Servicenow Inc P 2020-11-13 2020-11-20
Shake Shack Inc Com Cl A P 2020-07-31 2020-08-04
Sherwin-Williams Co P 2020-06-25 2020-07-08
Shopify Inc Com Cl A P 2020-07-15 2020-07-31
Shopify Inc Com Cl A P 2020-07-31 2020-08-05
Shopify Inc Com Cl A P 2020-08-07 2020-08-10
Skechers USA Inc Com Cl A P 2020-07-15 2020-07-27
Skyworks Solutions INc P 2020-01-24 2020-02-28
Slack Technologies Inc Com Cl A P 2020-04-17 2020-05-08
Slack Technologies Inc Com Cl A P 2020-07-17 2020-07-23
Slack Technologies Inc Com Cl A P 2020-08-07 2020-08-10
Smiledirectclub INc Com Cl A P 2020-09-04 2020-09-10
Snap Inc Com Cl A P 2020-09-04 2020-09-11
Southwest Airlines Co P 2020-07-31 2020-08-03
Square Inc Com Cl A P 2020-04-24 2020-05-08
Square Inc Com Cl A P 2020-06-05 2020-06-19
Square Inc Com Cl A P 2020-08-25 2020-09-09
Square Inc Com Cl A P 2020-09-01 2020-09-14
Square Inc Com Cl A P 2020-09-15 2020-09-23
Square Inc Com Cl A P 2020-11-13 2020-11-18
Square Inc Com Cl A P 2020-12-01 2020-12-14
Stamps.com Inc P 2020-05-15 2020-05-18
Stamps.com Inc P 2020-06-12 2020-07-02
Starbucks Corp P 2020-05-01 2020-05-08
TD Ameritrade Holding Corp P 2020-01-24 2020-02-14
Take-Two Interactive Software P 2020-06-01 2020-06-19
Target Corp P 2020-05-22 2020-05-29
Target Corp P 2020-09-15 2020-09-23
Teladoc Health Inc P 2020-08-07 2020-08-10
Teladoc Health Inc P 2020-09-11 2020-09-14
Teladoc Health Inc P 2020-09-01 2020-09-14
Tesla Inc P 2020-01-17 2020-01-24
The Trade Desk Inc Com Cl A P 2020-10-23 2020-11-06
The Trade Desk Inc Com Cl A P 2020-11-01 2020-11-18
The Trade Desk Inc Com Cl A P 2020-12-15 2020-12-28
3M Company P 2020-05-10 2020-05-18
Twilio Inc Com Cl A P 2020-10-30 2020-11-19
Twitter Inc P 2020-09-04 2020-09-24
Ulta Beauty Inc P 2019-12-06 2020-01-10
Ulta Beauty Inc P 2020-05-15 2020-05-18
Ulta Beauty Inc P 2020-06-05 2020-07-07
Ulta Beauty Inc P 2020-12-11 2020-12-14
Union Pacific Corp P 2020-10-02 2020-10-09
United Airlines Holdings P 2020-01-24 2020-03-11
United Airlines Holdings P 2020-03-20 2020-03-23
United Parcel Service Inc Com Cl B P 2020-10-02 2020-10-09
Virgin Galactic Hldgs Inc P 2020-04-24 2020-05-08
Virgin Galactic Hldgs Inc P 2020-06-12 2020-07-02
Walmart Inc P 2020-09-04 2020-09-09
Walmart Inc P 2020-09-05 2020-09-09
Wayfair Inc Com Cl A P 2020-05-15 2020-05-18
Wayfair Inc Com Cl A P 2020-10-01 2020-10-12
Whirlpool Corp P 2020-11-10 2020-11-16
Whirlpool Corp P 2020-12-11 2020-12-24
Wynn Resorts Ltd P 2020-03-16 2020-03-18
Xilinx Inc P 2020-07-02 2020-07-10
Xilinx Inc P 2020-07-10 2020-07-14
Zillow Group Inc Com Cl C P 2020-07-31 2020-08-05
Zscaler Inc P 2020-09-05 2020-09-14
Zscaler Inc P 2020-09-10 2020-09-14
Zoom Video Communications Inc Com Cl A P 2020-09-04 2020-09-09
Apple Inc P 2020-10-22 2020-10-23
Apple Inc P 2020-10-30 2020-11-02
Apple Inc P 2020-11-04 2020-11-05
Apple Inc P 2020-05-01 2020-05-04
Apple Inc P 2020-07-31 2020-08-03
Apple Inc P 2020-08-28 2020-08-31
Apple Inc P 2020-09-30 2020-10-01
Apple Inc P 2020-12-18 2020-12-18
Apple Inc P 2020-12-22 2020-12-23
Apple Inc P 2020-12-24 2020-12-28
AirBNB Inc P 2020-12-16 2020-12-17
Abbott Laboratories P 2020-04-03 2020-04-03
Abbott Laboratories P 2020-04-16 2020-04-17
Abbott Laboratories P 2020-04-17 2020-04-17
Abbott Laboratories P 2020-07-23 2020-07-24
Abbott Laboratories P 2020-07-28 2020-07-29
Adobe Inc P 2020-09-25 2020-09-28
Adobe Inc P 2020-08-20 2020-08-21
Adobe Inc P 2020-08-26 2020-08-27
Adobe Inc P 2020-09-18 2020-09-18
Adobe Inc P 2020-09-25 2020-09-25
Autodesk Inc P 2020-11-19 2020-11-20
Autodesk Inc P 2020-11-20 2020-11-20
Autodesk Inc P 2020-11-25 2020-11-27
Autodesk Inc P 2020-11-26 2020-11-27
Autodesk Inc P 2020-05-29 2020-06-01
Autodesk Inc P 2020-06-05 2020-06-08
Autodesk Inc P 2020-06-05 2020-06-08
AMC Entertainment Holdings Inc P 2020-09-03 2020-09-04
Advanced Micro Devices Inc P 2020-05-18 2020-05-19
Advanced Micro Devices Inc P 2020-05-22 2020-05-26
Advanced Micro Devices Inc P 2020-05-29 2020-05-29
Advanced Micro Devices Inc P 2020-06-05 2020-06-08
Advanced Micro Devices Inc P 2020-06-12 2020-06-15
Advanced Micro Devices Inc P 2020-06-19 2020-06-22
Advanced Micro Devices Inc P 2020-06-26 2020-06-29
Advanced Micro Devices Inc P 2020-07-02 2020-07-06
Advanced Micro Devices Inc P 2020-07-10 2020-07-13
Advanced Micro Devices Inc P 2020-07-17 2020-07-20
Advanced Micro Devices Inc P 2020-07-21 2020-07-22
Advanced Micro Devices Inc P 2020-07-21 2020-07-22
Advanced Micro Devices Inc P 2020-08-12 2020-08-13
Advanced Micro Devices Inc P 2020-08-20 2020-08-21
Advanced Micro Devices Inc P 2020-09-10 2020-09-11
Advanced Micro Devices Inc P 2020-09-25 2020-09-28
Advanced Micro Devices Inc P 2020-10-06 2020-10-07
Advanced Micro Devices Inc P 2020-10-08 2020-10-09
Advanced Micro Devices Inc P 2020-11-04 2020-11-05
Advanced Micro Devices Inc P 2020-11-19 2020-11-20
Advanced Micro Devices Inc P 2020-11-27 2020-11-27
Advanced Micro Devices Inc P 2020-12-18 2020-12-18
Advanced Micro Devices Inc P 2020-12-24 2020-12-28
Advanced Micro Devices Inc P 2020-01-31 2020-01-31
Advanced Micro Devices Inc P 2020-05-29 2020-05-29
Advanced Micro Devices Inc P 2020-07-17 2020-07-20
Advanced Micro Devices Inc P 2020-07-22 2020-07-23
Advanced Micro Devices Inc P 2020-07-23 2020-07-24
Advanced Micro Devices Inc P 2020-07-24 2020-07-27
Advanced Micro Devices Inc P 2020-07-24 2020-07-27
Advanced Micro Devices Inc P 2020-07-29 2020-07-30
Advanced Micro Devices Inc P 2020-07-31 2020-08-03
Advanced Micro Devices Inc P 2020-07-31 2020-08-03
Advanced Micro Devices Inc P 2020-08-07 2020-08-10
Advanced Micro Devices Inc P 2020-08-13 2020-08-14
Advanced Micro Devices Inc P 2020-08-14 2020-08-17
Advanced Micro Devices Inc P 2020-08-21 2020-08-24
Advanced Micro Devices Inc P 2020-08-21 2020-08-24
Advanced Micro Devices Inc P 2020-08-28 2020-08-31
Advanced Micro Devices Inc P 2020-09-25 2020-09-25
Advanced Micro Devices Inc P 2020-09-25 2020-09-25
Advanced Micro Devices Inc P 2020-09-30 2020-10-01
Advanced Micro Devices Inc P 2020-10-02 2020-10-05
Advanced Micro Devices Inc P 2020-10-16 2020-10-19
Advanced Micro Devices Inc P 2020-11-06 2020-11-06
Advanced Micro Devices Inc P 2020-11-12 2020-11-13
Advanced Micro Devices Inc P 2020-11-13 2020-11-13
Advanced Micro Devices Inc P 2020-11-25 2020-11-27
Advanced Micro Devices Inc P 2020-12-02 2020-12-03
Advanced Micro Devices Inc P 2020-12-04 2020-12-07
Advanced Micro Devices Inc P 2020-12-10 2020-12-11
Advanced Micro Devices Inc P 2020-12-18 2020-12-21
Advanced Micro Devices Inc P 2020-12-18 2020-12-21
Advanced Micro Devices Inc P 2020-12-24 2020-12-28
TD Ameritrade Holdings Crop P 2020-01-31 2020-01-31
TD Ameritrade Holdings Corp P 2020-02-07 2020-02-07
Anthem Inc P 2020-08-06 2020-08-07
Broadcom Inc P 2020-08-21 2020-08-24
Broadcom Inc P 2020-09-14 2020-09-15
Broadcom Inc P 2020-09-25 2020-09-28
Broadcom Inc P 2020-12-14 2020-12-15
Broadcom Inc P 2020-08-21 2020-08-24
Broadcom Inc P 2020-08-21 2020-08-24
Broadcom Inc P 2020-09-25 2020-09-25
Broadcom Inc P 2020-10-02 2020-10-02
Broadcom Inc P 2020-10-09 2020-10-13
Broadcom Inc P 2020-12-17 2020-12-18
Broadcom Inc P 2020-12-17 2020-12-18
Broadcom Inc P 2020-12-18 2020-12-21
American Express Co P 2020-07-29 2020-07-30
Autozone Inc P 2020-01-10 2020-01-10
Boeing Co P 2020-06-03 2020-06-04
Alibaba Group Holding Ltd P 2020-08-21 2020-08-24
Best Buy Co Inc P 2020-09-02 2020-09-03
Becton Dickinson & Co P 2020-07-10 2020-07-10
Becton Dickinson & Co P 2020-07-10 2020-07-10
Becton Dickinson & Co P 2020-07-17 2020-07-20
Becton Dickinson & Co P 2020-07-17 2020-07-20
Biogen Inc P 2020-07-29 2020-07-30
Biogen Inc P 2020-08-10 2020-08-11
Biogen Inc P 2020-07-24 2020-07-24
Biogen Inc P 2020-07-31 2020-08-03
Biogen Inc P 2020-10-02 2020-10-02
Booking Holdings Inc P 2020-02-28 2020-03-02
Blackrock Inc P 2020-04-17 2020-04-17
Blackrock Inc P 2020-04-17 2020-04-17
Blackrock Inc P 2020-07-24 2020-07-27
Beyond Meat Inc P 2020-01-10 2020-01-13
Beyond Meat Inc P 2020-01-20 2020-01-27
Beyond Meat Inc P 2020-01-31 2020-01-31
Beyond Meat Inc P 2020-02-07 2020-02-07
Beyond Meat Inc P 2020-02-14 2020-02-18
Beyond Meat Inc P 2020-02-21 2020-02-21
Beyond Meat Inc P 2020-02-28 2020-02-28
Beyond Meat Inc P 2020-05-29 2020-06-01
Beyond Meat Inc P 2020-06-05 2020-06-08
Beyond Meat Inc P 2020-06-12 2020-06-15
Beyond Meat Inc P 2020-06-19 2020-06-19
Beyond Meat Inc P 2020-06-26 2020-06-26
Beyond Meat Inc P 2020-06-26 2020-06-29
Beyond Meat Inc P 2020-08-12 2020-08-13
Beyond Meat Inc P 2020-09-08 2020-09-09
Beyond Meat Inc P 2020-05-08 2020-05-08
Beyond Meat Inc P 2020-05-15 2020-05-18
Beyond Meat Inc P 2020-05-22 2020-05-26
Citigroup Inc P 2020-04-17 2020-04-17
Cardinal Health Inc P 2020-08-12 2020-08-13
Chewy Inc P 2020-07-13 2020-07-14
Chewy Inc P 2020-07-17 2020-07-20
Chewy Inc P 2020-07-22 2020-07-23
Chewy Inc P 2020-08-11 2020-08-12
Chewy Inc P 2020-09-09 2020-09-10
Chewy Inc P 2020-09-15 2020-09-16
Chewy Inc P 2020-07-02 2020-07-06
Chewy Inc P 2020-08-05 2020-08-06
Chewy Inc P 2020-08-18 2020-08-19
Chewy Inc P 2020-09-25 2020-09-25
Chewy Inc P 2020-09-25 2020-09-25
Chewy Inc P 2020-09-25 2020-09-25
Chewy Inc P 2020-10-01 2020-10-02
Chewy Inc P 2020-11-11 2020-11-12
Chewy Inc P 2020-11-13 2020-11-16
Chewy Inc P 2020-11-20 2020-11-20
Chewy Inc P 2020-11-27 2020-11-30
Chewy Inc P 2020-12-04 2020-12-07
Chewy Inc P 2020-12-04 2020-12-07
Chewy Inc P 2020-12-10 2020-12-11
Chewy Inc P 2020-12-28 2020-12-29
Chewy Inc P 2020-12-24 2020-12-28
Cigna Corporation P 2020-07-31 2020-08-03
Cloudera Inc P 2020-06-10 2020-06-11
Cloudera Inc P 2020-06-12 2020-06-15
Chipotle Mexican Grill P 2020-03-20 2020-03-20
Chipotle Mexican Grill P 2020-03-19 2020-03-20
Chipotle Mexican Grill P 2020-03-27 2020-03-27
Chipotle Mexican Grill P 2020-04-03 2020-04-06
Chipotle Mexican Grill P 2020-01-17 2020-01-17
Chipotle Mexican Grill P 2020-03-13 2020-03-13
Chipotle Mexican Grill P 2020-05-15 2020-05-15
Chipotle Mexican Grill P 2020-07-24 2020-07-24
Cummins Inc P 2020-05-01 2020-05-04
Cummins Inc P 2020-10-08 2020-10-09
Costco Wholesale Corp P 2020-04-02 2020-04-03
Costco Wholesale Corp P 2020-03-27 2020-03-30
Costco Wholesale Corp P 2020-05-29 2020-05-29
Costco Wholesale Corp P 2020-05-29 2020-05-29
Costco Wholesale Corp P 2020-06-05 2020-06-08
Costco Wholesale Corp P 2020-09-25 2020-09-25
Coupa Software Incorporated P 2020-09-15 2020-09-16
Coupa Software Incorporated P 2020-03-20 2020-03-20
Coupa Software Incorporated P 2020-06-12 2020-06-15
Coupa Software Incorporated P 2020-09-10 2020-09-11
Salesforce.com Inc P 2020-07-02 2020-07-06
Salesforce.com Inc P 2020-12-23 2020-12-24
Crowdstrike Holdings Inc P 2020-06-05 2020-06-05
Crowdstrike Holdings Inc P 2020-06-12 2020-06-15
Crowdstrike Holdings Inc P 2020-06-19 2020-06-19
Crowdstrike Holdings Inc P 2020-06-26 2020-06-26
Crowdstrike Holdings Inc P 2020-09-02 2020-09-03
Crowdstrike Holdings Inc P 2020-09-11 2020-09-14
Crowdstrike Holdings Inc P 2020-09-11 2020-09-14
Crowdstrike Holdings Inc P 2020-10-06 2020-10-07
Crowdstrike Holdings Inc P 2020-10-12 2020-10-13
Crowdstrike Holdings Inc P 2020-10-22 2020-10-23
Crowdstrike Holdings Inc P 2020-10-30 2020-11-02
Crowdstrike Holdings Inc P 2020-11-13 2020-11-16
Crowdstrike Holdings Inc P 2020-11-25 2020-11-27
Crowdstrike Holdings Inc P 2020-07-09 2020-07-10
Crowdstrike Holdings Inc P 2020-08-19 2020-08-20
Crowdstrike Holdings Inc P 2020-08-20 2020-08-21
Crowdstrike Holdings Inc P 2020-08-20 2020-08-21
Crowdstrike Holdings Inc P 2020-09-03 2020-09-04
Crowdstrike Holdings Inc P 2020-10-01 2020-10-02
Crowdstrike Holdings Inc P 2020-10-09 2020-10-13
Crowdstrike Holdings Inc P 2020-10-16 2020-10-19
Crowdstrike Holdings Inc P 2020-11-12 2020-11-13
Crowdstrike Holdings Inc P 2020-11-13 2020-11-16
Crowdstrike Holdings Inc P 2020-11-20 2020-11-20
Crowdstrike Holdings Inc P 2020-12-03 2020-12-04
Crowdstrike Holdings Inc P 2020-12-08 2020-12-09
Crowdstrike Holdings Inc P 2020-12-24 2020-12-28
Crowdstrike Holdings Inc P 2020-12-30 2020-12-31
Carvana Co P 2020-09-25 2020-09-25
Delta Air Lines Inc P 2020-01-31 2020-01-31
Delta Air Lines Inc P 2020-02-07 2020-02-07
Delta Air Lines Inc P 2020-02-14 2020-02-18
Delta Air Lines Inc P 2020-02-21 2020-02-21
Delta Air Lines Inc P 2020-03-06 2020-03-06
Delta Air Lines Inc P 2020-03-13 2020-03-13
Datadog Inc P 2020-09-25 2020-09-28
Datadog Inc P 2020-07-10 2020-07-10
Datadog Inc P 2020-11-27 2020-11-27
Datadog Inc P 2020-11-27 2020-11-27
Datadog Inc P 2020-12-04 2020-12-07
Datadog Inc P 2020-12-04 2020-12-07
Datadog Inc P 2020-12-10 2020-12-11
Datadog Inc P 2020-12-10 2020-12-11
Datadog Inc P 2020-07-13 2020-07-14
Datadog Inc P 2020-10-16 2020-10-19
Datadog Inc P 2020-10-22 2020-10-23
Datadog Inc P 2020-10-09 2020-10-13
Datadog Inc P 2020-12-18 2020-12-21
Dollar General Corp P 2020-03-20 2020-03-20
Dollar General Corp P 2020-03-27 2020-03-27
Dollar General Corp P 2020-09-01 2020-09-03
Dollar General Corp P 2020-03-13 2020-03-13
Dollar General Corp P 2020-05-29 2020-05-29
Dollar General Corp P 2020-05-29 2020-05-29
Dr Horton Inc P 2020-07-31 2020-08-03
Draftkings Inc P 2020-07-02 2020-07-06
Draftkings Inc P 2020-07-09 2020-07-10
Draftkings Inc P 2020-09-02 2020-09-03
Draftkings Inc P 2020-09-05 2020-09-10
Draftkings Inc P 2020-08-26 2020-08-27
Draftkings Inc P 2020-09-03 2020-09-04
Draftkings Inc P 2020-09-17 2020-09-18
Draftkings Inc P 2020-09-18 2020-09-21
Dollar Tree Inc P 2020-05-29 2020-05-29
Docusign Inc P 2020-09-09 2020-09-10
Docusign Inc P 2020-12-16 2020-12-17
Docusign Inc P 2020-09-25 2020-09-28
Docusign Inc P 2020-10-09 2020-10-13
Dominos Pizza Inc P 2020-09-17 2020-09-18
Estee Lauder Companies Inc P 2020-08-21 2020-08-24
Etsy Inc P 2020-06-12 2020-06-15
Etsy Inc P 2020-06-26 2020-06-29
Etsy Inc P 2020-08-19 2020-08-20
Etsy Inc P 2020-06-26 2020-06-26
Etsy Inc P 2020-08-05 2020-08-06
Etsy Inc P 2020-08-07 2020-08-10
Etsy Inc P 2020-08-07 2020-08-10
Etsy Inc P 2020-08-13 2020-08-14
Expedia Group Inc P 2020-07-31 2020-08-03
Fastenal P 2020-10-15 2020-10-16
Fastenal P 2020-10-21 2020-10-22
Fastenal P 2020-07-16 2020-07-17
Facebook Inc P 2020-01-31 2020-01-31
Facebook Inc P 2020-02-14 2020-02-18
Facebook Inc P 2020-02-21 2020-02-21
Facebook Inc P 2020-04-17 2020-04-17
Facebook Inc P 2020-07-31 2020-08-03
FedEx Corp P 2020-09-16 2020-09-17
FedEx Corp P 2020-10-20 2020-10-05
F5 Network Inc P 2020-07-31 2020-08-03
F5 Network Inc P 2020-07-31 2020-08-03
Five Below Inc P 2020-06-10 2020-06-11
Five Below Inc P 2020-09-04 2020-09-04
Five Below Inc P 2020-09-04 2020-09-04
Foot Locker Inc P 2020-08-21 2020-08-24
Fastly Inc P 2020-07-31 2020-08-03
Fastly Inc P 2020-08-24 2020-08-25
Fastly Inc P 2020-08-27 2020-08-28
Fastly Inc P 2020-09-11 2020-09-11
Fastly Inc P 2020-09-10 2020-09-15
Fastly Inc P 2020-09-15 2020-09-28
Fastly Inc P 2020-10-16 2020-10-16
Fastly Inc P 2020-10-20 2020-10-22
Fastly Inc P 2020-11-18 2020-11-19
Fastly Inc P 2020-11-15 2020-11-17
Fastly Inc P 2020-07-02 2020-07-02
Fastly Inc P 2020-07-31 2020-07-31
Fastly Inc P 2020-08-05 2020-08-10
Fastly Inc P 2020-09-18 2020-09-18
Fastly Inc P 2020-09-18 2020-09-18
Fastly Inc P 2020-09-02 2020-09-03
Fastly Inc P 2020-09-02 2020-09-03
Fastly Inc P 2020-08-07 2020-08-10
Signet Jewelers Ltd P 2020-01-24 2020-02-14
Signet Jewelers Ltd P 2020-06-11 2020-06-12
Gilead Sciences Inc P 2020-03-27 2020-03-30
Gilead Sciences Inc P 2020-04-03 2020-04-03
Gilead Sciences Inc P 2020-04-09 2020-04-09
Gilead Sciences Inc P 2020-04-17 2020-04-17
Gilead Sciences Inc P 2020-07-31 2020-08-03
Gap Inc P 2020-07-20 2020-07-02
Gap Inc P 2020-10-09 2020-10-13
Goldman Sachs Group Inc P 2020-04-17 2020-04-17
Goldman Sachs Group Inc P 2020-07-17 2020-07-20
Hasbro Inc P 1928-02-20 2020-02-28
Hasbro Inc P 2020-03-06 2020-03-06
Hasbro Inc P 2020-03-13 2020-03-13
Home Depot Inc P 2020-08-26 2020-08-27
Home Depot Inc P 2020-08-28 2020-08-31
Home Depot Inc P 2020-05-22 2020-05-26
Home Depot Inc P 2020-05-22 2020-05-22
Home Depot Inc P 2020-08-21 2020-08-21
Harley Davidson P 2020-05-01 2020-05-04
Hologic Inc P 2020-05-13 2020-05-14
Henry Schein Inc P 2020-05-15 2020-05-18
Humana Inc P 2020-08-14 2020-08-14
Inovio Pharmaceuticals Inc P 2020-07-23 2020-07-24
Inovio Pharmaceuticals Inc P 2020-07-17 2020-07-20
Intel Corp Inc P 2020-07-29 2020-07-30
Irobot Corp P 2020-10-29 2020-10-30
Irobot Corp P 2020-10-22 2020-10-23
Irobot Corp P 2020-10-23 2020-10-23
Intuitive Surgical Inc P 2020-01-31 2020-01-31
Intuitive Surgical Inc P 2020-10-16 2020-10-16
Johnson & Johnson P 2020-07-31 2020-08-03
Johnson & Johnson P 2020-04-17 2020-04-17
JP Morgan Chase & Co P 2020-04-17 2020-04-17
JP Morgan Chase & Co P 2020-08-07 2020-08-07
Carmax INc P 2020-10-02 2020-10-02
Lennar Corp P 2020-09-18 2020-09-21
Lennar Corp P 2020-09-18 2020-09-18
Lennar Corp P 2020-09-30 2020-10-01
Lennar Corp P 2020-12-18 2020-12-21
Luckin Coffee Inc P 2020-01-24 2020-01-24
Lemonade Inc P 2020-12-10 2020-12-11
Lemonade Inc P 2020-12-10 2020-12-11
Lockheed Martin Corp P 2020-10-09 2020-10-13
Lockheed Martin Corp P 2020-10-16 2020-10-19
Lockheed Martin Corp P 2020-10-23 2020-10-26
Lockheed Martin Corp P 2020-11-04 2020-11-05
Lockheed Martin Corp P 2020-11-11 2020-11-12
Lockheed Martin Corp P 2020-07-21 2020-07-22
Lockheed Martin Corp P 2020-10-23 2020-10-26
Lowe's Companies Inc P 2020-05-22 2020-05-26
Lowe's Companies Inc P 2020-11-20 2020-11-23
Lam Research Corp P 2020-07-29 2020-07-30
Lam Research Corp P 2020-07-30 2020-07-31
Lam Research Corp P 2020-07-31 2020-08-03
Lam Research Corp P 2020-07-31 2020-07-31
Lululemon Athletica Inc P 2020-06-19 2020-06-19
Lululemon Athletica Inc P 2020-06-26 2020-06-26
Lululemon Athletica Inc P 2020-07-10 2020-07-13
Lululemon Athletica Inc P 2020-12-17 2020-12-18
Lululemon Athletica Inc P 2020-12-17 2020-12-18
Lululemon Athletica Inc P 2020-12-18 2020-12-21
Teladoc Health Inc P 2020-08-10 2020-08-11
Mastercard Incorporated P 2020-07-17 2020-07-20
Mastercard Incorporated P 2020-10-02 2020-10-05
Marriot International Inc P 2020-07-21 2020-07-22
Mercadolibre Inc P 2020-03-13 2020-03-13
Mercadolibre Inc P 2020-05-08 2020-05-08
Mercadolibre Inc P 2020-05-15 2020-05-15
Mercadolibre Inc P 2020-09-02 2020-09-03
Mercadolibre Inc P 2020-07-10 2020-07-10
3M Company P 2020-07-31 2020-08-03
Monster Beverage Corp P 2020-10-01 2020-10-02
Monster Beverage Corp P 2020-10-02 2020-10-05
Moderna Inc P 2020-05-26 2020-05-27
Moderna Inc P 2020-06-19 2020-06-19
Moderna Inc P 2020-06-26 2020-06-29
Moderna Inc P 2020-07-02 2020-07-06
Moderna Inc P 2020-07-02 2020-07-06
Moderna Inc P 2020-08-26 2020-08-27
Moderna Inc P 2020-05-15 2020-05-15
Moderna Inc P 2020-05-22 2020-05-22
Moderna Inc P 2020-06-19 2020-06-19
Moderna Inc P 2020-08-14 2020-08-17
Moderna Inc P 2020-11-13 2020-11-13
Moderna Inc P 2020-12-22 2020-12-23
Moderna Inc P 2020-12-28 2020-12-29
Moderna Inc P 2020-12-18 2020-12-18
Microsoft Corp P 2020-05-07 2020-05-08
Microsoft Corp P 2020-07-31 2020-07-31
Microsoft Corp P 2020-09-30 2020-10-01
Microsoft Corp P 2020-10-16 2020-10-19
Micron Technology Inc P 2020-07-10 2020-07-13
Micron Technology Inc P 2020-07-17 2020-07-20
Micron Technology Inc P 2020-07-21 2020-07-22
Micron Technology Inc P 2020-08-05 2020-08-06
Micron Technology Inc P 2020-12-18 2020-12-18
Micron Technology Inc P 2020-12-24 2020-12-24
Micron Technology Inc P 2020-12-28 2020-12-29
Micron Technology Inc P 2020-07-17 2020-07-20
Micron Technology Inc P 2020-11-20 2020-11-23
Micron Technology Inc P 2020-12-03 2020-12-04
Micron Technology Inc P 2020-12-04 2020-12-07
Micron Technology Inc P 2020-12-18 2020-12-21
Micron Technology Inc P 2020-12-30 2020-12-31
Netflix Inc P 2020-07-21 2020-07-22
Netflix Inc P 2020-08-26 2020-08-27
Netflix Inc P 2020-08-27 2020-08-28
Netflix Inc P 2020-10-30 2020-10-30
Netflix Inc P 2020-11-04 2020-11-05
Netflix Inc P 2020-04-22 2020-04-23
Netflix Inc P 2020-07-10 2020-07-13
Netflix Inc P 2020-07-17 2020-07-17
Netflix Inc P 2020-09-03 2020-09-04
Nio Inc P 2020-09-02 2020-09-03
Nio Inc P 2020-07-30 2020-07-31
Nio Inc P 2020-08-26 2020-08-27
Nio Inc P 2020-08-26 2020-08-27
Nike Inc P 2020-12-18 2020-12-18
Servicenow Inc P 2020-05-08 2020-05-08
Servicenow Inc P 2020-05-05 2020-05-08
Servicenow Inc P 2020-05-13 2020-05-14
Servicenow Inc P 2020-05-27 2020-05-28
Servicenow Inc P 2020-07-13 2020-07-14
Servicenow Inc P 2020-07-24 2020-07-27
Servicenow Inc P 2020-07-27 2020-07-28
Servicenow Inc P 2020-07-31 2020-08-03
Servicenow Inc P 2020-08-01 2020-08-06
Servicenow Inc P 2020-05-22 2020-05-26
Servicenow Inc P 2020-05-22 2020-05-22
Servicenow Inc P 2020-06-05 2020-06-05
Servicenow Inc P 2020-06-26 2020-06-26
Servicenow Inc P 2020-07-10 2020-07-13
Servicenow Inc P 2020-07-10 2020-07-10
Servicenow Inc P 2020-07-17 2020-07-20
Servicenow Inc P 2020-07-17 2020-07-17
Servicenow Inc P 2020-07-31 2020-08-03
Servicenow Inc P 2020-07-31 2020-07-31
Servicenow Inc P 2020-08-07 2020-08-10
Servicenow Inc P 2020-08-14 2020-08-17
Servicenow Inc P 2020-08-14 2020-08-17
Servicenow Inc P 2020-08-20 2020-08-21
Servicenow Inc P 2020-10-01 2020-10-02
Servicenow Inc P 2020-10-02 2020-10-05
Servicenow Inc P 2020-10-09 2020-10-13
Servicenow Inc P 2020-10-16 2020-10-19
Servicenow Inc P 2020-11-12 2020-11-13
Servicenow Inc P 2020-11-27 2020-11-27
Servicenow Inc P 2020-12-04 2020-12-04
Servicenow Inc P 2020-12-11 2020-12-14
Servicenow Inc P 2020-12-17 2020-12-18
Servicenow Inc P 2020-12-24 2020-12-24
Servicenow Inc P 2020-12-24 2020-12-28
Servicenow Inc P 2020-12-31 2020-12-31
Novavax Inc P 2020-05-29 2020-05-29
Novavax Inc P 2020-06-05 2020-06-05
Novavax Inc P 2020-06-12 2020-06-15
Novavax Inc P 2020-08-21 2020-08-24
Novavax Inc P 2020-08-19 2020-08-20
Novavax Inc P 2020-08-05 2020-08-06
Novavax Inc P 2020-08-14 2020-08-17
Novavax Inc P 2020-08-14 2020-08-17
Novavax Inc P 2020-08-14 2020-08-17
Novavax Inc P 2020-08-25 2020-08-26
Novavax Inc P 2020-09-25 2020-09-25
Nvidia Corp P 2020-07-23 2020-07-24
Nvidia Corp P 2020-07-28 2020-07-29
Nvidia Corp P 2020-08-04 2020-08-05
Nvidia Corp P 2020-08-05 2020-08-06
Nvidia Corp P 2020-09-25 2020-09-28
Nvidia Corp P 2020-10-09 2020-10-13
Nvidia Corp P 2020-10-10 2020-10-13
Nvidia Corp P 2020-10-16 2020-10-19
Nvidia Corp P 2020-10-15 2020-10-16
Nvidia Corp P 2020-10-22 2020-10-23
Nvidia Corp P 2020-12-03 2020-12-04
Nvidia Corp P 2020-12-10 2020-12-11
Nvidia Corp P 2020-12-14 2020-12-15
Nvidia Corp P 2020-12-28 2020-12-29
Nvidia Corp P 2020-05-22 2020-05-26
Nvidia Corp P 2020-05-22 2020-05-26
Nvidia Corp P 2020-05-22 2020-05-22
Nvidia Corp P 2020-05-29 2020-06-01
Nvidia Corp P 2020-05-29 2020-05-29
Nvidia Corp P 2020-05-29 2020-05-29
Nvidia Corp P 2020-06-10 2020-06-11
Nvidia Corp P 2020-07-17 2020-07-20
Nvidia Corp P 2020-07-31 2020-08-03
Nvidia Corp P 2020-08-12 2020-08-13
Nvidia Corp P 2020-08-13 2020-08-14
Nvidia Corp P 2020-08-21 2020-08-24
Nvidia Corp P 2020-08-21 2020-08-21
Nvidia Corp P 2020-08-25 2020-08-31
Nvidia Corp P 2020-08-28 2020-08-31
Nvidia Corp P 2020-09-25 2020-09-28
Nvidia Corp P 2020-09-25 2020-09-25
Nvidia Corp P 2020-09-30 2020-10-01
Nvidia Corp P 2020-09-30 2020-10-01
Nvidia Corp P 2020-12-04 2020-12-07
Nvidia Corp P 2020-12-18 2020-12-18
Nvidia Corp P 2020-12-22 2020-12-23
Nvidia Corp P 2020-12-30 2020-12-31
Okta Inc P 2020-09-02 2020-09-03
Oracle Crop P 2020-09-11 2020-09-14
Overstock Com Inc P 2020-10-02 2020-10-02
Overstock Com Inc P 2020-10-09 2020-10-13
Overstock Com Inc P 2020-10-15 2020-10-16
Overstock Com Inc P 2020-11-15 2020-11-16
Overstock Com Inc P 2020-11-10 2020-11-12
Overstock Com Inc P 2020-11-20 2020-11-20
Overstock Com Inc P 2020-12-09 2020-12-10
Overstock Com Inc P 2020-09-18 2020-09-18
Overstock Com Inc P 2020-09-18 2020-09-18
Overstock Com Inc P 2020-09-18 2020-09-18
Overstock Com Inc P 2020-09-30 2020-10-01
Overstock Com Inc P 2020-10-01 2020-10-02
Overstock Com Inc P 2020-10-02 2020-10-02
Overstock Com Inc P 2020-10-02 2020-10-02
Overstock Com Inc P 2020-11-20 2020-11-20
Overstock Com Inc P 2020-11-27 2020-11-27
Overstock Com Inc P 2020-12-17 2020-12-18
Overstock Com Inc P 2020-08-27 2020-08-28
Overstock Com Inc P 2020-09-02 2020-09-03
Overstock Com Inc P 2020-08-20 2020-08-21
Overstock Com Inc P 2020-08-21 2020-08-24
Overstock Com Inc P 2020-08-21 2020-08-21
Overstock Com Inc P 2020-08-27 2020-08-28
Palo Alto Networks Inc P 2020-05-29 2020-05-29
Palo Alto Networks Inc P 2020-06-05 2020-06-05
Palo Alto Networks Inc P 2020-06-05 2020-06-08
Palo Alto Networks Inc P 2020-06-12 2020-06-15
Palo Alto Networks Inc P 2020-06-26 2020-06-26
Palo Alto Networks Inc P 2020-07-21 2020-07-22
Palo Alto Networks Inc P 2020-05-15 2020-05-18
Palo Alto Networks Inc P 2020-05-22 2020-05-22
Palo Alto Networks Inc P 2020-07-02 2020-07-02
Palo Alto Networks Inc P 2020-07-10 2020-07-10
Penn National Gaming Inc P 2020-07-16 2020-07-17
Pinterest Inc P 2020-09-11 2020-09-14
Pinterest Inc P 2020-07-31 2020-07-31
Pinterest Inc P 2020-07-31 2020-07-31
Dave & Buster's Entertainment Inc P 2020-08-04 2020-08-05
Palantir Tech Inc P 2020-11-30 2020-12-01
Palantir Tech Inc P 2020-12-11 2020-12-14
Plug Power Inc P 2020-07-15 2020-07-16
Plug Power Inc P 2020-08-26 2020-08-27
Plug Power Inc P 2020-12-24 2020-12-28
Plug Power Inc P 2020-12-30 2020-12-31
Peloton Interactive Inc P 2020-05-14 2020-05-15
Peloton Interactive Inc P 2020-06-26 2020-06-29
Peloton Interactive Inc P 2020-07-31 2020-08-03
Peloton Interactive Inc P 2020-08-05 2020-08-06
Peloton Interactive Inc P 2020-08-21 2020-08-24
Peloton Interactive Inc P 2020-11-13 2020-11-16
Peloton Interactive Inc P 2020-12-03 2020-12-04
Paypal Holdings Inc P 2020-09-11 2020-09-14
Paypal Holdings Inc P 2020-12-14 2020-12-15
Paypal Holdings Inc P 2020-06-26 2020-06-29
Paypal Holdings Inc P 2020-09-30 2020-10-01
Paypal Holdings Inc P 2020-11-13 2020-11-13
Paypal Holdings Inc P 2020-11-20 2020-11-20
Papa Johns International Inc P 2020-08-07 2020-08-10
Qualcomm Inc P 2020-08-12 2020-08-13
Qualcomm Inc P 2020-08-18 2020-08-19
Qualcomm Inc P 2020-10-15 2020-10-16
Quidel Corp P 2020-05-15 2020-05-15
Rite Aid Corporation P 2020-04-24 2020-04-27
Regeneron Pharmaceuticals P 2020-03-27 2020-03-30
Regeneron Pharmaceuticals P 2020-04-03 2020-04-03
Regeneron Pharmaceuticals P 2020-07-10 2020-07-13
Regeneron Pharmaceuticals P 2020-08-12 2020-08-13
Regeneron Pharmaceuticals P 2020-05-29 2020-05-29
Regeneron Pharmaceuticals P 2020-05-29 2020-05-29
Regeneron Pharmaceuticals P 2020-07-10 2020-07-10
Regeneron Pharmaceuticals P 2020-08-14 2020-08-14
RH P 2020-06-12 2020-06-12
RH P 2020-06-19 2020-06-22
RH P 2020-06-26 2020-06-26
RH P 2020-07-02 2020-07-02
RH P 2020-07-10 2020-07-13
RH P 2020-07-16 2020-07-17
RH P 2020-09-14 2020-09-15
RH P 2020-09-25 2020-09-28
RH P 2020-07-16 2020-07-17
RH P 2020-07-24 2020-07-24
RH P 2020-09-10 2020-09-11
RH P 2020-09-25 2020-09-25
RH P 2020-10-02 2020-10-05
RH P 2020-10-02 2020-10-02
Rocket Companies Inc P 2020-11-18 2020-11-19
Rocket Companies Inc P 2020-12-18 2020-12-21
Ringcentral Inc P 2020-08-19 2020-08-20
Ringcentral Inc P 2020-06-26 2020-06-26
Roku Inc P 2020-04-17 2020-04-17
Roku Inc P 2020-01-10 2020-01-10
Roku Inc P 2020-01-24 2020-01-27
Roku Inc P 2020-01-31 2020-01-31
Roku Inc P 2020-02-14 2020-02-18
Roku Inc P 2020-02-19 2020-02-20
Roku Inc P 2020-05-01 2020-05-01
Roku Inc P 2020-05-08 2020-05-08
Roku Inc P 2020-05-15 2020-05-15
Roku Inc P 2020-05-08 2020-05-11
Roku Inc P 2020-05-22 2020-05-22
Roku Inc P 2020-05-22 2020-05-22
Roku Inc P 2020-07-02 2020-07-02
Roku Inc P 2020-07-02 2020-07-06
Roku Inc P 2020-07-17 2020-07-20
Roku Inc P 2020-04-17 2020-04-17
Roku Inc P 2020-04-24 2020-04-24
Roku Inc P 2020-09-03 2020-09-04
Roku Inc P 2020-11-25 2020-11-27
Sage Therapeutics Inc P 2020-01-17 2020-01-17
Starbucks Corp P 2020-07-20 2020-07-30
SmileDirectClub Inc P 2020-09-10 2020-09-11
SmileDirectClub Inc P 2020-09-03 2020-09-04
Shake Shack Inc P 2020-08-04 2020-08-05
Shake Shack Inc P 2020-03-20 2020-03-23
Shopify Inc P 2020-05-07 2020-05-08
Shopify Inc P 2020-05-15 2020-05-18
Shopify Inc P 2020-07-24 2020-07-27
Shopify Inc P 2020-07-24 2020-07-24
Shopify Inc P 2020-08-26 2020-08-27
Shopify Inc P 2020-08-01 2020-08-03
Shopify Inc P 2020-08-05 2020-08-06
Shopify Inc P 2020-08-10 2020-08-11
Shopify Inc P 2020-12-24 2020-12-24
Shopify Inc P 2020-12-24 2020-12-28
Sherwin-Williams Co P 2020-07-09 2020-07-10
Sherwin-Williams Co P 2020-07-10 2020-07-13
Signet Jewelers Ltd P 2020-01-31 2020-01-31
Signet Jewelers Ltd P 2020-06-05 2020-06-08
Sketchers USA Inc P 2020-07-24 2020-07-27
Snap Inc P 2020-09-11 2020-09-14
Snowflake Inc P 2020-12-04 2020-12-07
Virgin Galactic Hldgs Inc P 2020-05-01 2020-05-01
Virgin Galactic Hldgs Inc P 2020-05-06 2020-05-07
Virgin Galactic Hldgs Inc P 2020-06-19 2020-06-19
Virgin Galactic Hldgs Inc P 2020-06-26 2020-06-29
Virgin Galactic Hldgs Inc P 2020-04-17 2020-04-17
SPDR S&P 500 Etf P 2020-03-31 2020-03-31
SPDR S&P 500 Etf P 2020-04-01 2020-04-01
SPDR S&P 500 Etf P 2020-04-13 2020-04-13
SPDR S&P 500 Etf P 2020-04-13 2020-04-13
SPDR S&P 500 Etf P 2020-04-24 2020-04-24
SPDR S&P 500 Etf P 2020-03-27 2020-03-27
SPDR S&P 500 Etf P 2020-04-08 2020-04-08
SPDR S&P 500 Etf P 2020-04-20 2020-04-20
SPDR S&P 500 Etf P 2020-05-20 2020-05-20
Square Inc P 2020-05-01 2020-05-01
Square Inc P 2020-06-12 2020-06-15
Square Inc P 2020-05-15 2020-05-18
Square Inc P 2020-06-05 2020-06-05
Square Inc P 2020-09-16 2020-09-17
Square Inc P 2020-09-09 2020-09-10
Square Inc P 2020-09-25 2020-09-28
Square Inc P 2020-11-17 2020-11-18
Square Inc P 2020-12-01 2020-12-04
Square Inc P 2020-12-11 2020-12-11
Square Inc P 2020-12-15 2020-12-16
Square Inc P 2020-06-26 2020-06-29
Square Inc P 2020-09-25 2020-09-28
Square Inc P 2020-10-01 2020-10-02
Square Inc P 2020-10-02 2020-10-02
Square Inc P 2020-10-02 2020-10-02
Square Inc P 2020-11-12 2020-11-13
Square Inc P 2020-11-25 2020-11-27
Square Inc P 2020-11-27 2020-11-27
Square Inc P 2020-12-04 2020-12-07
Stamps.com Inc P 2020-06-19 2020-06-19
Stamps.com Inc P 2020-06-26 2020-06-26
Stamps.com Inc P 2020-02-21 2020-02-21
Stamps.com Inc P 2020-05-08 2020-05-08
Stamps.com Inc P 2020-05-15 2020-05-15
Stamps.com Inc P 2020-08-07 2020-08-07
Seagate Technology Plc P 2020-07-31 2020-08-03
Stanley Black & Decker Inc P 2020-07-17 2020-07-20
Stanley Black & Decker Inc P 2020-07-31 2020-07-31
Stanley Black & Decker Inc P 2020-10-02 2020-10-02
Skyworks Solutions Inc P 2020-01-31 2020-01-31
Skyworks Solutions Inc P 2020-02-14 2020-02-18
Skyworks Solutions Inc P 2020-02-21 2020-02-21
Skyworks Solutions Inc P 2020-07-31 2020-08-03
Skyworks Solutions Inc P 2020-09-30 2020-10-01
Teladoc Health Inc P 2020-08-10 2020-08-11
Teladoc Health Inc P 2020-09-14 2020-09-15
Target Corp P 2020-03-20 2020-03-20
Target Corp P 2020-09-04 2020-09-04
Target Corp P 2020-09-23 2020-09-24
Target Corp P 2020-09-25 2020-09-28
Target Corp P 2020-09-11 2020-09-14
iShares Trust P 2020-03-11 2020-03-12
iShares Trust P 2020-03-06 2020-03-06
Tractor Supply Co P 2020-05-29 2020-05-29
Tractor Supply Co P 2020-07-17 2020-07-20
Tesla Inc P 2020-01-21 2020-01-22
Tesla Inc P 2020-01-24 2020-01-27
Tesla Inc P 2020-04-17 2020-04-17
Taiwan Semiconductor Manufacturing Co Ltd P 2020-07-24 2020-07-27
Tyson Foods Inc P 2020-05-07 2020-05-08
Tyson Foods Inc P 2020-05-15 2020-05-18
The Trade Desk Inc P 2020-10-30 2020-10-30
The Trade Desk Inc P 2020-11-18 2020-11-19
The Trade Desk Inc P 2020-12-28 2020-12-29
The Trade Desk Inc P 2020-05-15 2020-05-15
The Trade Desk Inc P 2020-05-05 2020-06-08
The Trade Desk Inc P 2020-08-13 2020-08-14
The Trade Desk Inc P 2020-09-30 2020-10-01
The Trade Desk Inc P 2020-11-12 2020-11-13
The Trade Desk Inc P 2020-11-13 2020-11-13
The Trade Desk Inc P 2020-11-25 2020-11-27
The Trade Desk Inc P 2020-11-27 2020-11-30
The Trade Desk Inc P 2020-12-03 2020-12-04
The Trade Desk Inc P 2020-12-04 2020-12-07
The Trade Desk Inc P 2020-12-04 2020-12-07
The Trade Desk Inc P 2020-12-04 2020-12-07
The Trade Desk Inc P 2020-12-11 2020-12-14
The Trade Desk Inc P 2020-12-11 2020-12-14
The Trade Desk Inc P 2002-12-18 2020-12-18
The Trade Desk Inc P 2020-12-18 2020-12-18
The Trade Desk Inc P 2020-12-24 2020-12-28
The Trade Desk Inc P 2020-12-31 2020-12-31
Take-Two Interactive Software Inc P 2020-05-29 2020-05-29
Take-Two Interactive Software Inc P 2020-05-29 2020-05-29
Twilio Inc P 2020-11-06 2020-11-09
Twilio Inc P 2020-11-13 2020-11-16
Twilio Inc P 2020-11-11 2020-11-12
Twilio Inc P 2020-11-19 2020-11-20
Twilio Inc P 2020-05-15 2020-05-18
Twilio Inc P 2020-05-22 2020-05-26
Twilio Inc P 2020-05-22 2020-05-22
Twilio Inc P 2020-08-20 2020-08-21
Twilio Inc P 2020-08-20 2020-08-21
Twilio Inc P 2020-10-09 2020-10-13
Twitter Inc P 2020-09-18 2020-09-21
Twitter Inc P 2020-09-23 2020-09-24
Twitter Inc P 2020-09-24 2020-09-25
Texas Instruments Inc P 2020-07-23 2020-07-24
Texas Instruments Inc P 2020-07-23 2020-07-24
United Airlines Holdings Inc P 2020-01-31 2020-01-31
United Airlines Holdings Inc P 2020-02-14 2020-02-18
United Airlines Holdings Inc P 2020-02-28 2020-02-28
United Airlines Holdings Inc P 2020-03-06 2020-03-06
United Airlines Holdings Inc P 2020-03-13 2020-03-13
United Airlines Holdings Inc P 2020-03-20 2020-03-23
Ulta Beauty Inc P 2020-05-21 2020-05-22
Ulta Beauty Inc P 2020-06-12 2020-06-12
Ulta Beauty Inc P 2020-07-02 2020-07-02
Ulta Beauty Inc P 2020-07-09 2020-07-10
Ulta Beauty Inc P 2020-12-14 2020-12-15
Ulta Beauty Inc P 2020-05-29 2020-05-29
Ulta Beauty Inc P 2020-06-05 2020-06-05
UnitedHealth Group Inc P 2020-08-28 2020-08-31
UnitedHealth Group Inc P 2020-08-28 2020-08-28
UnitedHealth Group Inc P 2020-10-22 2020-10-23
Visa Inc P 2020-10-01 2020-10-02
Wayfair Inc P 2020-05-21 2020-05-22
Wayfair Inc P 2020-10-13 2020-10-14
Wayfair Inc P 2020-05-05 2020-05-06
Wayfair Inc P 2020-06-12 2020-06-15
Wayfair Inc P 2020-08-07 2020-08-10
Wayfair Inc P 2020-10-16 2020-10-19
Workday Inc P 2020-08-28 2020-08-31
Workday Inc P 2020-08-28 2020-08-31
Whirlpool Corp P 2020-10-29 2020-10-30
Whirlpool Corp P 2020-11-10 2020-11-12
Whirlpool Corp P 2020-12-18 2020-12-18
Whirlpool Corp P 2020-12-11 2020-12-14
Walmart Inc P 2020-09-10 2020-09-11
Walmart Inc P 2020-03-19 2020-03-20
Walmart Inc P 2020-08-28 2020-08-31
Slack Technologies Inc P 2020-04-24 2020-04-24
Slack Technologies Inc P 2020-05-01 2020-05-01
Slack Technologies Inc P 2020-07-23 2020-07-24
Slack Technologies Inc P 2020-08-10 2020-08-11
Slack Technologies Inc P 2020-05-15 2020-05-18
Slack Technologies Inc P 2020-09-11 2020-09-14
Slack Technologies Inc P 2020-11-27 2020-11-27
Slack Technologies Inc P 2020-12-03 2020-12-04
Wynn Resorts Ltd P 2020-01-24 2020-01-24
Xilink Inc P 2020-07-16 2020-07-17
Xilink Inc P 2020-07-31 2020-07-31
SPDR Series Trust P 2020-05-22 2020-05-22
Zillow Group Inc P 2020-08-05 2020-08-06
Zillow Group Inc P 2020-08-07 2020-08-10
Zillow Group Inc P 2020-08-28 2020-08-31
Zoom Video Communications Inc P 2020-09-09 2020-09-10
Zoom Video Communications Inc P 2020-04-24 2020-04-24
Zoom Video Communications Inc P 2020-05-15 2020-05-18
Zoom Video Communications Inc P 2020-05-15 2020-05-15
Zoom Video Communications Inc P 2020-09-11 2020-09-14
Zscaler Inc P 2020-09-15 2020-09-16
Zscaler Inc P 2020-12-30 2020-12-31
(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 42,253 0 37,901 4,352
b 100,552 0 99,132 1,420
c 237,592 0 239,011 -1,419
d 53,497 0 52,352 1,145
e 114,977 0 107,724 7,253
83,178 2,194 85,372 0
82,498 1,588 84,086 0
160,996 13,707 174,703 0
74,548 8,897 83,445 0
170,836 3,738 180,615 -6,041
83,656 0 80,791 2,865
94,696 0 82,702 11,994
136,924 0 136,041 883
300,181 0 293,392 6,789
160,084 2,300 169,008 -6,624
119,222 0 120,117 -895
275,426 0 253,422 22,004
560,070 0 615,486 -55,416
112,542 0 110,762 1,780
94,836 0 114,722 -19,886
70,547 0 67,266 3,281
63,836 2,480 66,316 0
136,167 0 138,552 -2,385
139,862 0 137,431 2,431
305,774 0 303,742 2,032
73,337 0 68,756 4,581
361,552 0 359,052 2,500
249,432 0 254,855 -5,423
106,918 468 107,386 0
205,708 0 201,251 4,457
53,027 0 53,892 -865
14,373 0 15,280 -907
201,268 2,050 207,711 -4,393
53,888 3,938 57,826 0
62,299 9,273 71,572 0
26,662 0 34,560 -7,898
80,023 5,379 92,966 -7,564
100,447 4,914 105,361 0
426,085 0 415,201 10,884
330,742 0 310,021 20,721
62,203 0 61,147 1,056
9,927 0 11,495 -1,568
12,134 630 12,939 -175
148,871 0 143,806 5,065
147,647 0 153,795 -6,148
98,488 1,093 99,581 0
101,495 0 94,152 7,343
135,768 0 118,170 17,598
40,706 0 40,060 646
147,092 5,872 152,623 341
145,382 632 146,014 0
145,909 0 144,189 1,720
151,314 0 139,757 11,557
81,200 0 79,750 1,450
88,898 0 86,282 2,616
111,506 0 111,162 344
12,881 0 12,602 279
42,049 0 58,732 -16,683
104,998 0 116,976 -11,978
116,895 0 112,746 4,149
237,591 0 229,543 8,048
199,854 0 197,992 1,862
194,586 0 199,971 -5,385
188,116 3,944 197,994 -5,934
90,005 0 96,937 -6,932
311,132 0 306,002 5,130
53,002 0 62,303 -9,301
11,522 817 12,339 0
95,573 0 94,286 1,287
19,930 0 19,301 629
84,966 0 79,002 5,964
195,746 0 194,973 773
189,094 0 218,472 -29,378
88,454 0 87,752 702
133,347 8,837 142,184 0
121,998 12,526 136,700 -2,176
80,560 0 93,225 -12,665
27,051 531 27,582 0
127,122 417 130,174 -2,635
40,589 0 39,493 1,096
112,708 0 110,231 2,477
54,264 3,552 57,816 0
135,407 0 141,988 -6,581
12,203 0 12,822 -619
83,286 0 80,212 3,074
101,773 6,440 108,213 0
102,106 0 112,702 -10,596
159,046 0 250,031 -90,985
143,892 0 141,461 2,431
133,627 0 140,079 -6,452
127,114 0 133,311 -6,197
122,324 0 126,331 -4,007
122,139 0 125,902 -3,763
597,085 0 590,802 6,283
270,170 0 257,751 12,419
85,876 0 82,352 3,524
805,150 0 810,727 -5,577
146,378 0 148,982 -2,604
74,797 0 72,976 1,821
142,895 0 148,847 -5,952
175,197 0 174,886 311
151,197 0 174,576 -23,379
113,874 0 130,057 -16,183
189,737 0 192,571 -2,834
116,866 0 111,891 4,975
152,475 0 149,626 2,849
153,897 0 152,051 1,846
191,249 0 173,601 17,648
45,998 0 40,026 5,972
43,860 0 46,016 -2,156
592,827 74 592,901 0
519,943 0 583,276 -63,333
51,949 0 50,432 1,517
50,960 0 49,682 1,278
106,020 0 107,368 -1,348
117,196 0 139,829 -22,633
64,820 0 66,582 -1,762
61,389 0 79,590 -18,201
55,787 13,329 69,116 0
38,779 0 38,844 -65
220,950 0 214,901 6,049
497,669 0 487,402 10,267
267,393 0 246,016 21,377
251,731 0 246,451 5,280
70,481 0 70,981 -500
107,193 0 99,435 7,758
367,144 0 455,155 -88,011
409,815 8,104 417,919 0
449,919 0 429,404 20,515
491,609 56,893 548,502 0
492,140 69,656 561,796 0
271,249 22,920 294,169 0
540,896 72,678 613,574 0
793,077 60,575 886,820 -33,168
259,258 0 290,622 -31,364
112,235 0 104,736 7,499
49,781 11,570 61,351 0
80,288 29,144 109,432 0
161,809 24,567 183,941 2,435
68,446 25,881 94,327 0
116,097 0 153,685 -37,588
28,909 0 30,802 -1,893
241,992 0 238,002 3,990
248,274 0 242,277 5,997
172,796 0 182,402 -9,606
19,201 811 20,012 0
110,108 0 106,376 3,732
88,019 0 82,302 5,717
269,389 0 266,124 3,265
34,980 0 36,342 -1,362
22,749 0 23,556 -807
60,849 0 67,611 -6,762
114,650 0 113,592 1,058
61,443 0 57,446 3,997
127,479 0 118,291 9,188
376,858 4,222 383,544 -2,464
178,846 0 189,917 -11,071
257,093 0 244,716 12,377
321,242 0 310,751 10,491
303,727 0 311,201 -7,474
144,857 0 140,851 4,006
43,679 0 43,644 35
113,715 0 137,002 -23,287
109,627 8,147 125,922 -8,148
68,208 2,166 70,374 0
73,998 0 79,137 -5,139
573,423 0 565,344 8,079
193,363 0 187,672 5,691
113,946 0 110,876 3,070
52,226 0 55,998 -3,772
181,666 0 169,131 12,535
216,048 0 207,751 8,297
216,618 0 215,631 987
438,771 0 428,492 10,279
520,486 0 510,052 10,434
50,919 0 48,552 2,367
289,743 0 284,351 5,392
529,833 0 463,901 65,932
541,053 0 517,601 23,452
511,005 0 531,001 -19,996
73,707 0 78,831 -5,124
96,266 0 122,382 -26,116
28,797 0 28,452 345
45,434 4,123 51,618 -2,061
28,105 0 34,265 -6,160
11,667 0 10,192 1,475
23,969 0 22,192 1,777
30,519 0 31,352 -833
70,046 0 60,562 9,484
229,909 0 214,061 15,848
71,525 5,251 76,776 0
70,847 5,000 75,847 0
75,061 0 78,677 -3,616
92,028 0 90,276 1,752
193,900 0 189,101 4,799
198,111 7,048 204,104 1,055
96,997 0 95,249 1,748
77,412 0 76,212 1,200
49,887 0 49,652 235
141,395 0 137,942 3,453
121,215 0 120,402 813
153,330 0 150,962 2,368
93,765 9,166 102,931 0
98,093 0 116,197 -18,104
98,147 16,421 114,568 0
561,698 0 522,052 39,646
328,742 0 307,751 20,991
386,754 0 376,301 10,453
454,989 15,413 470,402 0
147,167 0 150,412 -3,245
295,283 0 291,050 4,233
44,859 0 41,902 2,957
130,421 0 130,376 45
106,558 2,513 109,071 0
100,913 0 126,763 -25,850
133,505 0 133,251 254
101,747 0 98,076 3,671
48,529 32,803 81,332 0
24,959 0 56,666 -31,707
85,697 0 83,050 2,647
19,667 0 17,992 1,675
24,821 0 23,718 1,103
197,059 0 206,038 -8,979
84,467 1,569 86,036 0
76,426 0 88,144 -11,718
147,564 0 147,971 -407
189,011 11,551 200,562 0
191,044 3,010 194,054 0
179,690 0 161,130 18,560
49,473 0 48,211 1,262
48,508 0 49,371 -863
69,919 0 68,092 1,827
89,433 0 104,678 -15,245
166,113 9,925 179,171 -3,133
191,101 0 202,601 -11,500
459 0 0 459
1,348 0 0 1,348
0 0 1,624 -1,624
1,213 0 0 1,213
788 0 0 788
1,303 0 0 1,303
423 0 0 423
1,398 0 0 1,398
503 0 0 503
588 0 0 588
0 0 804 -804
929 0 0 929
1,306 0 0 1,306
1,358 0 0 1,358
936 0 0 936
0 0 384 -384
1,458 0 0 1,458
1,316 0 0 1,316
2,408 0 0 2,408
1,274 0 0 1,274
1,354 0 0 1,354
0 0 944 -944
1,378 0 0 1,378
0 0 3,584 -3,584
928 0 0 928
1,169 0 0 1,169
1,813 0 0 1,813
1,723 0 0 1,723
391 0 0 391
0 0 62 -62
488 0 0 488
458 0 0 458
378 0 0 378
528 0 0 528
428 0 0 428
608 0 0 608
578 0 0 578
356 0 0 356
638 0 0 638
0 0 2,209 -2,209
349 0 0 349
1,126 0 0 1,126
596 0 0 596
411 0 0 411
406 0 0 406
0 0 2,569 -2,569
1,151 0 0 1,151
0 0 1,894 -1,894
0 0 674 -674
618 0 0 618
898 0 0 898
796 0 0 796
3,539 0 0 3,539
568 0 0 568
1,088 0 0 1,088
1,751 0 0 1,751
916 0 0 916
698 0 0 698
1,088 0 0 1,088
2,936 0 0 2,936
1,763 0 0 1,763
998 0 0 998
756 0 0 756
606 0 0 606
1,096 0 0 1,096
1,231 0 0 1,231
226 0 0 226
506 0 0 506
578 0 0 578
408 0 0 408
298 0 0 298
1,038 0 0 1,038
506 0 0 506
1,128 0 0 1,128
706 0 0 706
828 0 0 828
496 0 0 496
906 0 0 906
798 0 0 798
836 0 0 836
1,456 0 0 1,456
1,406 0 0 1,406
263 0 0 263
398 0 0 398
178 0 0 178
179 0 0 179
0 0 327 -327
696 0 0 696
1,678 0 0 1,678
0 0 952 -952
478 0 0 478
1,433 0 0 1,433
977 0 0 977
1,023 0 0 1,023
1,598 0 0 1,598
2,923 0 0 2,923
1,773 0 0 1,773
2,523 0 0 2,523
956 0 0 956
2,293 0 0 2,293
2,223 0 0 2,223
5,736 0 0 5,736
136 0 0 136
1,299 0 0 1,299
399 0 0 399
1,458 0 0 1,458
948 0 0 948
998 0 0 998
0 0 1,284 -1,284
229 0 0 229
0 0 7,594 -7,594
873 0 0 873
21,697 0 0 21,697
5,075 0 0 5,075
2,499 0 0 2,499
0 0 2,358 -2,358
2,646 0 0 2,646
2,898 0 0 2,898
4,018 0 0 4,018
1,578 0 0 1,578
2,338 0 0 2,338
1,388 0 0 1,388
5,338 0 0 5,338
694 0 0 694
888 0 0 888
609 0 0 609
999 0 0 999
637 0 0 637
909 0 0 909
1,133 0 0 1,133
0 0 944 -944
1,484 0 0 1,484
2,118 0 0 2,118
1,688 0 0 1,688
462 0 0 462
276 0 0 276
0 0 3,409 -3,409
1,475 0 0 1,475
1,105 0 0 1,105
506 0 0 506
1,104 0 0 1,104
466 0 0 466
868 0 0 868
1,426 0 0 1,426
746 0 0 746
358 0 0 358
498 0 0 498
278 0 0 278
515 0 0 515
626 0 0 626
1,706 0 0 1,706
1,018 0 0 1,018
1,308 0 0 1,308
1,128 0 0 1,128
446 0 0 446
1,418 0 0 1,418
1,066 0 0 1,066
418 0 0 418
386 0 0 386
0 3,874 3,874 0
0 0 3,073 -3,073
1,249 0 0 1,249
8,498 0 0 8,498
4,499 0 0 4,499
7,463 0 0 7,463
9,948 0 0 9,948
8,549 0 0 8,549
1,749 0 0 1,749
2,650 0 0 2,650
553 0 0 553
773 0 0 773
2,178 0 0 2,178
1,358 0 0 1,358
714 0 0 714
1,724 0 0 1,724
1,239 0 0 1,239
1,164 0 0 1,164
996 0 0 996
998 0 0 998
4,748 0 0 4,748
1,853 0 0 1,853
0 0 2,004 -2,004
1,118 0 0 1,118
4,718 0 0 4,718
948 0 0 948
848 0 0 848
1,348 0 0 1,348
0 0 10,354 -10,354
923 0 0 923
1,763 0 0 1,763
0 0 1,534 -1,534
246 0 0 246
833 0 0 833
1,458 0 0 1,458
1,468 0 0 1,468
0 0 3,854 -3,854
628 0 0 628
923 0 0 923
658 0 0 658
1,226 0 0 1,226
198 0 0 198
633 0 0 633
553 0 0 553
948 0 0 948
753 0 0 753
1,023 0 0 1,023
934 0 0 934
2,898 0 0 2,898
743 0 0 743
1,253 0 0 1,253
1,003 0 0 1,003
724 0 0 724
548 0 0 548
228 0 0 228
198 0 0 198
318 0 0 318
448 0 0 448
448 0 0 448
888 0 0 888
698 0 0 698
798 0 0 798
748 0 0 748
1,123 0 0 1,123
352 0 0 352
423 0 0 423
848 0 0 848
16 0 0 16
1,396 0 0 1,396
1,046 0 0 1,046
656 0 0 656
608 0 0 608
758 0 0 758
1,398 0 0 1,398
522 0 0 522
1,718 0 0 1,718
834 0 0 834
399 0 0 399
1,616 0 0 1,616
1,257 0 0 1,257
615 0 0 615
0 0 66 -66
0 0 164 -164
1,006 0 0 1,006
408 0 0 408
366 0 0 366
1,096 0 0 1,096
698 0 0 698
538 0 0 538
0 0 1,177 -1,177
353 0 0 353
1,463 0 0 1,463
1,458 0 0 1,458
0 0 402 -402
708 0 0 708
503 0 0 503
1,133 0 0 1,133
1,448 0 0 1,448
2,148 0 0 2,148
1,158 0 0 1,158
1,628 0 0 1,628
793 0 0 793
478 0 0 478
2,054 0 0 2,054
431 0 0 431
1,889 0 0 1,889
2,268 0 0 2,268
1,248 0 0 1,248
978 0 0 978
768 0 0 768
473 0 0 473
5,056 0 0 5,056
773 0 0 773
0 0 2,222 -2,222
0 0 7,738 -7,738
4,446 0 0 4,446
2,249 0 0 2,249
1,318 0 0 1,318
776 0 0 776
0 0 854 -854
486 0 0 486
0 0 3,944 -3,944
2,472 0 0 2,472
0 0 169 -169
447 0 0 447
728 0 0 728
851 0 0 851
0 0 747 -747
836 0 0 836
3,098 0 0 3,098
798 0 0 798
0 0 2,547 -2,547
2,938 0 0 2,938
588 0 0 588
698 0 0 698
1,246 0 0 1,246
0 0 7,052 -7,052
64,668 0 68,556 -3,888
10,960 0 15,352 -4,392
2,488 0 0 2,488
798 0 0 798
538 0 0 538
194 0 0 194
0 0 3,294 -3,294
378 0 0 378
148 0 0 148
819 0 0 819
3,384 0 0 3,384
1,520 0 0 1,520
1,594 0 0 1,594
1,969 0 0 1,969
0 0 202 -202
383 0 0 383
1,124 0 0 1,124
394 0 0 394
674 0 0 674
1,119 0 0 1,119
1,076 0 0 1,076
868 0 0 868
2,259 0 0 2,259
2,528 0 0 2,528
4,553 0 0 4,553
1,419 0 0 1,419
1,006 0 0 1,006
1,416 0 0 1,416
428 0 0 428
5,488 0 0 5,488
3,549 0 0 3,549
558 0 0 558
808 0 0 808
448 0 0 448
1,422 0 0 1,422
773 0 0 773
1,196 0 0 1,196
1,268 0 0 1,268
298 0 0 298
896 0 0 896
776 0 0 776
823 0 0 823
2,353 0 0 2,353
849 0 0 849
1,523 0 0 1,523
1,464 0 0 1,464
0 0 1,977 -1,977
1,298 0 0 1,298
2,018 0 0 2,018
1,648 0 0 1,648
1,583 0 0 1,583
616 0 0 616
908 0 0 908
4,203 0 0 4,203
633 0 0 633
774 0 0 774
1,668 0 0 1,668
1,379 0 0 1,379
1,363 0 0 1,363
0 0 2,877 -2,877
0 0 6,102 -6,102
1,968 0 0 1,968
1,496 0 0 1,496
1,963 0 0 1,963
1,103 0 0 1,103
528 0 0 528
4,949 0 0 4,949
5,499 0 0 5,499
3,149 0 0 3,149
3,498 0 0 3,498
4,634 0 0 4,634
0 0 1,187 -1,187
55 0 0 55
219 0 0 219
491 0 0 491
496 0 0 496
1,195 0 0 1,195
811 0 0 811
2,275 0 0 2,275
0 0 1,074 -1,074
1,319 0 0 1,319
848 0 0 848
3,268 0 0 3,268
966 0 0 966
539 0 0 539
1,123 0 0 1,123
1,093 0 0 1,093
2,349 0 0 2,349
2,656 0 0 2,656
998 0 0 998
443 0 0 443
933 0 0 933
378 0 0 378
478 0 0 478
0 0 774 -774
26 0 0 26
364 0 0 364
972 0 0 972
249 0 0 249
656 0 0 656
648 0 0 648
646 0 0 646
416 0 0 416
298 0 0 298
238 0 0 238
646 0 0 646
0 0 13,867 -13,867
2,178 0 0 2,178
2,084 0 0 2,084
0 0 2,077 -2,077
4,003 0 0 4,003
949 0 0 949
1,799 0 0 1,799
0 0 1,247 -1,247
291 0 0 291
677 0 0 677
835 0 0 835
1,031 0 0 1,031
1,598 0 0 1,598
1,283 0 0 1,283
0 0 5,046 -5,046
1,698 0 0 1,698
1,448 0 0 1,448
0 0 2 -2
1,773 0 0 1,773
0 852 852 0
2,171 0 0 2,171
811 0 0 811
2,828 0 0 2,828
2,486 0 0 2,486
3,049 0 0 3,049
4,039 0 0 4,039
1,613 0 0 1,613
1,949 0 0 1,949
2,048 0 0 2,048
3,499 0 0 3,499
5,056 0 0 5,056
1,748 0 0 1,748
2,926 0 0 2,926
3,139 0 0 3,139
2,948 0 0 2,948
2,936 0 0 2,936
1,623 0 0 1,623
1,646 0 0 1,646
2,798 0 0 2,798
2,098 0 0 2,098
3,098 0 0 3,098
2,549 0 0 2,549
3,249 0 0 3,249
2,428 0 0 2,428
3,548 0 0 3,548
2,499 0 0 2,499
938 0 0 938
1,424 0 0 1,424
1,098 0 0 1,098
798 0 0 798
1,075 0 0 1,075
1,937 0 0 1,937
6,617 0 0 6,617
3,888 0 0 3,888
7,475 0 0 7,475
3,766 0 0 3,766
866 0 0 866
0 0 4,762 -4,762
878 0 0 878
1,403 0 0 1,403
1,666 0 0 1,666
0 0 3,754 -3,754
246 0 0 246
4,686 0 0 4,686
473 0 0 473
0 0 6,926 -6,926
878 0 0 878
2,966 0 0 2,966
4,916 0 0 4,916
5,033 0 0 5,033
4,313 0 0 4,313
188 0 0 188
948 0 0 948
5,483 0 0 5,483
1,428 0 0 1,428
6,354 0 0 6,354
2,033 0 0 2,033
2,074 0 0 2,074
504 0 0 504
2,798 0 0 2,798
2,223 0 0 2,223
1,863 0 0 1,863
1,853 0 0 1,853
3,383 0 0 3,383
2,616 0 0 2,616
3,248 0 0 3,248
11,898 0 0 11,898
4,996 0 0 4,996
816 0 0 816
1,354 0 0 1,354
1,623 0 0 1,623
1,433 0 0 1,433
4,603 0 0 4,603
3,849 0 0 3,849
1,863 0 0 1,863
2,448 0 0 2,448
0 0 1,517 -1,517
1,348 0 0 1,348
1,048 0 0 1,048
3,795 0 0 3,795
1,995 0 0 1,995
227 0 0 227
736 0 0 736
598 0 0 598
2,491 0 0 2,491
4,349 0 0 4,349
2,174 0 0 2,174
2,004 0 0 2,004
496 0 0 496
1,096 0 0 1,096
1,598 0 0 1,598
2,148 0 0 2,148
1,248 0 0 1,248
1,098 0 0 1,098
1,776 0 0 1,776
1,818 0 0 1,818
1,656 0 0 1,656
6,995 0 0 6,995
1,248 0 0 1,248
4,208 0 0 4,208
0 0 5,335 -5,335
2,178 0 0 2,178
509 0 0 509
1,181 0 0 1,181
1,386 0 0 1,386
1,998 0 0 1,998
0 0 1,904 -1,904
588 0 0 588
4,214 0 0 4,214
1,029 0 0 1,029
579 0 0 579
2,751 0 0 2,751
588 0 0 588
359 0 0 359
1,016 0 0 1,016
0 0 204 -204
696 0 0 696
1,296 0 0 1,296
537 0 0 537
978 0 0 978
678 0 0 678
466 0 0 466
1,456 0 0 1,456
908 0 0 908
376 0 0 376
308 0 0 308
0 0 104 -104
843 0 0 843
1,356 0 0 1,356
1,006 0 0 1,006
0 0 927 -927
658 0 0 658
643 0 0 643
1,149 0 0 1,149
1,002 0 0 1,002
1,318 0 0 1,318
738 0 0 738
133 0 0 133
587 0 0 587
3,649 0 0 3,649
3,576 0 0 3,576
2,388 0 0 2,388
2,499 0 0 2,499
0 0 352 -352
1,663 0 0 1,663
2,249 0 0 2,249
3,999 0 0 3,999
3,599 0 0 3,599
4,798 0 0 4,798
1,499 0 0 1,499
648 0 0 648
1,274 0 0 1,274
1,849 0 0 1,849
1,358 0 0 1,358
0 0 5,122 -5,122
2,596 0 0 2,596
1,824 0 0 1,824
1,993 0 0 1,993
2,124 0 0 2,124
4,707 0 0 4,707
609 0 0 609
2,198 0 0 2,198
1,034 0 0 1,034
519 0 0 519
436 0 0 436
23 0 0 23
3,151 0 0 3,151
1,048 0 0 1,048
854 0 0 854
1,068 0 0 1,068
1,498 0 0 1,498
4,718 0 0 4,718
1,565 0 0 1,565
1,248 0 0 1,248
1,498 0 0 1,498
1,568 0 0 1,568
2,436 0 0 2,436
498 0 0 498
728 0 0 728
169 0 0 169
438 0 0 438
1,434 0 0 1,434
2,098 0 0 2,098
1,848 0 0 1,848
0 0 544 -544
1,373 0 0 1,373
3,936 0 0 3,936
584 0 0 584
0 0 114 -114
535 0 0 535
0 0 834 -834
596 0 0 596
3,698 0 0 3,698
5,758 0 0 5,758
2,173 0 0 2,173
2,164 0 0 2,164
4,928 0 0 4,928
0 0 19,239 -19,239
148 0 0 148
5,873 0 0 5,873
3,147 0 0 3,147
598 0 0 598
0 0 952 -952
673 0 0 673
1,120 0 0 1,120
1,788 0 0 1,788
3,564 0 0 3,564
46 0 0 46
1,523 0 0 1,523
588 0 0 588
555 0 0 555
372 0 0 372
866 0 0 866
648 0 0 648
1,088 0 0 1,088
738 0 0 738
945 0 0 945
1,189 0 0 1,189
2,116 0 0 2,116
2,658 0 0 2,658
438 0 0 438
656 0 0 656
1,616 0 0 1,616
778 0 0 778
1,650 0 0 1,650
978 0 0 978
81 0 0 81
0 0 2,332 -2,332
238 0 0 238
504 0 0 504
0 0 1,057 -1,057
2,348 0 0 2,348
2,838 0 0 2,838
878 0 0 878
1,196 0 0 1,196
766 0 0 766
708 0 0 708
939 0 0 939
1,158 0 0 1,158
1,363 0 0 1,363
3,886 0 0 3,886
239 0 0 239
1,258 0 0 1,258
999 0 0 999
999 0 0 999
12,619 0 0 12,619
8,389 0 0 8,389
2,384 0 0 2,384
3,149 0 0 3,149
0 0 2,704 -2,704
1,008 0 0 1,008
549 0 0 549
724 0 0 724
948 0 0 948
936 0 0 936
1,118 0 0 1,118
1,008 0 0 1,008
239 0 0 239
448 0 0 448
873 0 0 873
1,168 0 0 1,168
1,128 0 0 1,128
0 0 1,774 -1,774
438 0 0 438
298 0 0 298
13,845 0 0 13,845
106 0 0 106
324 0 0 324
633 0 0 633
0 0 6,585 -6,585
5,198 0 0 5,198
4,719 0 0 4,719
1,191 0 0 1,191
1,494 0 0 1,494
296 0 0 296
2,874 0 0 2,874
0 0 4,452 -4,452
3,098 0 0 3,098
1,699 0 0 1,699
2,903 0 0 2,903
3,748 0 0 3,748
1,498 0 0 1,498
4,848 0 0 4,848
3,749 0 0 3,749
4,973 0 0 4,973
4,796 0 0 4,796
2,803 0 0 2,803
3,648 0 0 3,648
2,323 0 0 2,323
1,898 0 0 1,898
3,523 0 0 3,523
2,198 0 0 2,198
4,999 0 0 4,999
5,849 0 0 5,849
4,498 0 0 4,498
2,099 0 0 2,099
414 0 0 414
699 0 0 699
3,266 0 0 3,266
818 0 0 818
2,896 0 0 2,896
0 0 4,404 -4,404
1,908 0 0 1,908
3,341 0 0 3,341
3,018 0 0 3,018
2,362 0 0 2,362
2,746 0 0 2,746
2,494 0 0 2,494
388 0 0 388
0 0 2,684 -2,684
408 0 0 408
0 0 1,182 -1,182
0 0 3,784 -3,784
598 0 0 598
638 0 0 638
1,252 0 0 1,252
748 0 0 748
478 0 0 478
624 0 0 624
73 0 0 73
1,499 0 0 1,499
1,249 0 0 1,249
1,398 0 0 1,398
223 0 0 223
1,255 0 0 1,255
1,384 0 0 1,384
0 0 1,077 -1,077
1,424 0 0 1,424
678 0 0 678
428 0 0 428
1,333 0 0 1,333
0 0 252 -252
1,563 0 0 1,563
2,579 0 0 2,579
2,078 0 0 2,078
2,618 0 0 2,618
4,093 0 0 4,093
1,943 0 0 1,943
1,846 0 0 1,846
1,796 0 0 1,796
908 0 0 908
873 0 0 873
1,291 0 0 1,291
938 0 0 938
1,286 0 0 1,286
398 0 0 398
548 0 0 548
488 0 0 488
196 0 0 196
268 0 0 268
616 0 0 616
924 0 0 924
1,926 0 0 1,926
658 0 0 658
438 0 0 438
498 0 0 498
378 0 0 378
0 0 294 -294
1,396 0 0 1,396
996 0 0 996
0 0 902 -902
798 0 0 798
1,678 0 0 1,678
864 0 0 864
3,702 0 0 3,702
3,371 0 0 3,371
688 0 0 688
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 4,352
b 0 0 0 1,420
c 0 0 0 -1,419
d 0 0 0 1,145
e 0 0 0 7,253
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 -6,041
0 0 0 2,865
0 0 0 11,994
0 0 0 883
0 0 0 6,789
0 0 0 -6,624
0 0 0 -895
0 0 0 22,004
0 0 0 -55,416
0 0 0 1,780
0 0 0 -19,886
0 0 0 3,281
0 0 0 0
0 0 0 -2,385
0 0 0 2,431
0 0 0 2,032
0 0 0 4,581
0 0 0 2,500
0 0 0 -5,423
0 0 0 0
0 0 0 4,457
0 0 0 -865
0 0 0 -907
0 0 0 -4,393
0 0 0 0
0 0 0 0
0 0 0 -7,898
0 0 0 -7,564
0 0 0 0
0 0 0 10,884
0 0 0 20,721
0 0 0 1,056
0 0 0 -1,568
0 0 0 -175
0 0 0 5,065
0 0 0 -6,148
0 0 0 0
0 0 0 7,343
0 0 0 17,598
0 0 0 646
0 0 0 341
0 0 0 0
0 0 0 1,720
0 0 0 11,557
0 0 0 1,450
0 0 0 2,616
0 0 0 344
0 0 0 279
0 0 0 -16,683
0 0 0 -11,978
0 0 0 4,149
0 0 0 8,048
0 0 0 1,862
0 0 0 -5,385
0 0 0 -5,934
0 0 0 -6,932
0 0 0 5,130
0 0 0 -9,301
0 0 0 0
0 0 0 1,287
0 0 0 629
0 0 0 5,964
0 0 0 773
0 0 0 -29,378
0 0 0 702
0 0 0 0
0 0 0 -2,176
0 0 0 -12,665
0 0 0 0
0 0 0 -2,635
0 0 0 1,096
0 0 0 2,477
0 0 0 0
0 0 0 -6,581
0 0 0 -619
0 0 0 3,074
0 0 0 0
0 0 0 -10,596
0 0 0 -90,985
0 0 0 2,431
0 0 0 -6,452
0 0 0 -6,197
0 0 0 -4,007
0 0 0 -3,763
0 0 0 6,283
0 0 0 12,419
0 0 0 3,524
0 0 0 -5,577
0 0 0 -2,604
0 0 0 1,821
0 0 0 -5,952
0 0 0 311
0 0 0 -23,379
0 0 0 -16,183
0 0 0 -2,834
0 0 0 4,975
0 0 0 2,849
0 0 0 1,846
0 0 0 17,648
0 0 0 5,972
0 0 0 -2,156
0 0 0 0
0 0 0 -63,333
0 0 0 1,517
0 0 0 1,278
0 0 0 -1,348
0 0 0 -22,633
0 0 0 -1,762
0 0 0 -18,201
0 0 0 0
0 0 0 -65
0 0 0 6,049
0 0 0 10,267
0 0 0 21,377
0 0 0 5,280
0 0 0 -500
0 0 0 7,758
0 0 0 -88,011
0 0 0 0
0 0 0 20,515
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 -33,168
0 0 0 -31,364
0 0 0 7,499
0 0 0 0
0 0 0 0
0 0 0 2,435
0 0 0 0
0 0 0 -37,588
0 0 0 -1,893
0 0 0 3,990
0 0 0 5,997
0 0 0 -9,606
0 0 0 0
0 0 0 3,732
0 0 0 5,717
0 0 0 3,265
0 0 0 -1,362
0 0 0 -807
0 0 0 -6,762
0 0 0 1,058
0 0 0 3,997
0 0 0 9,188
0 0 0 -2,464
0 0 0 -11,071
0 0 0 12,377
0 0 0 10,491
0 0 0 -7,474
0 0 0 4,006
0 0 0 35
0 0 0 -23,287
0 0 0 -8,148
0 0 0 0
0 0 0 -5,139
0 0 0 8,079
0 0 0 5,691
0 0 0 3,070
0 0 0 -3,772
0 0 0 12,535
0 0 0 8,297
0 0 0 987
0 0 0 10,279
0 0 0 10,434
0 0 0 2,367
0 0 0 5,392
0 0 0 65,932
0 0 0 23,452
0 0 0 -19,996
0 0 0 -5,124
0 0 0 -26,116
0 0 0 345
0 0 0 -2,061
0 0 0 -6,160
0 0 0 1,475
0 0 0 1,777
0 0 0 -833
0 0 0 9,484
0 0 0 15,848
0 0 0 0
0 0 0 0
0 0 0 -3,616
0 0 0 1,752
0 0 0 4,799
0 0 0 1,055
0 0 0 1,748
0 0 0 1,200
0 0 0 235
0 0 0 3,453
0 0 0 813
0 0 0 2,368
0 0 0 0
0 0 0 -18,104
0 0 0 0
0 0 0 39,646
0 0 0 20,991
0 0 0 10,453
0 0 0 0
0 0 0 -3,245
0 0 0 4,233
0 0 0 2,957
0 0 0 45
0 0 0 0
0 0 0 -25,850
0 0 0 254
0 0 0 3,671
0 0 0 0
0 0 0 -31,707
0 0 0 2,647
0 0 0 1,675
0 0 0 1,103
0 0 0 -8,979
0 0 0 0
0 0 0 -11,718
0 0 0 -407
0 0 0 0
0 0 0 0
0 0 0 18,560
0 0 0 1,262
0 0 0 -863
0 0 0 1,827
0 0 0 -15,245
0 0 0 -3,133
0 0 0 -11,500
0 0 0 459
0 0 0 1,348
0 0 0 -1,624
0 0 0 1,213
0 0 0 788
0 0 0 1,303
0 0 0 423
0 0 0 1,398
0 0 0 503
0 0 0 588
0 0 0 -804
0 0 0 929
0 0 0 1,306
0 0 0 1,358
0 0 0 936
0 0 0 -384
0 0 0 1,458
0 0 0 1,316
0 0 0 2,408
0 0 0 1,274
0 0 0 1,354
0 0 0 -944
0 0 0 1,378
0 0 0 -3,584
0 0 0 928
0 0 0 1,169
0 0 0 1,813
0 0 0 1,723
0 0 0 391
0 0 0 -62
0 0 0 488
0 0 0 458
0 0 0 378
0 0 0 528
0 0 0 428
0 0 0 608
0 0 0 578
0 0 0 356
0 0 0 638
0 0 0 -2,209
0 0 0 349
0 0 0 1,126
0 0 0 596
0 0 0 411
0 0 0 406
0 0 0 -2,569
0 0 0 1,151
0 0 0 -1,894
0 0 0 -674
0 0 0 618
0 0 0 898
0 0 0 796
0 0 0 3,539
0 0 0 568
0 0 0 1,088
0 0 0 1,751
0 0 0 916
0 0 0 698
0 0 0 1,088
0 0 0 2,936
0 0 0 1,763
0 0 0 998
0 0 0 756
0 0 0 606
0 0 0 1,096
0 0 0 1,231
0 0 0 226
0 0 0 506
0 0 0 578
0 0 0 408
0 0 0 298
0 0 0 1,038
0 0 0 506
0 0 0 1,128
0 0 0 706
0 0 0 828
0 0 0 496
0 0 0 906
0 0 0 798
0 0 0 836
0 0 0 1,456
0 0 0 1,406
0 0 0 263
0 0 0 398
0 0 0 178
0 0 0 179
0 0 0 -327
0 0 0 696
0 0 0 1,678
0 0 0 -952
0 0 0 478
0 0 0 1,433
0 0 0 977
0 0 0 1,023
0 0 0 1,598
0 0 0 2,923
0 0 0 1,773
0 0 0 2,523
0 0 0 956
0 0 0 2,293
0 0 0 2,223
0 0 0 5,736
0 0 0 136
0 0 0 1,299
0 0 0 399
0 0 0 1,458
0 0 0 948
0 0 0 998
0 0 0 -1,284
0 0 0 229
0 0 0 -7,594
0 0 0 873
0 0 0 21,697
0 0 0 5,075
0 0 0 2,499
0 0 0 -2,358
0 0 0 2,646
0 0 0 2,898
0 0 0 4,018
0 0 0 1,578
0 0 0 2,338
0 0 0 1,388
0 0 0 5,338
0 0 0 694
0 0 0 888
0 0 0 609
0 0 0 999
0 0 0 637
0 0 0 909
0 0 0 1,133
0 0 0 -944
0 0 0 1,484
0 0 0 2,118
0 0 0 1,688
0 0 0 462
0 0 0 276
0 0 0 -3,409
0 0 0 1,475
0 0 0 1,105
0 0 0 506
0 0 0 1,104
0 0 0 466
0 0 0 868
0 0 0 1,426
0 0 0 746
0 0 0 358
0 0 0 498
0 0 0 278
0 0 0 515
0 0 0 626
0 0 0 1,706
0 0 0 1,018
0 0 0 1,308
0 0 0 1,128
0 0 0 446
0 0 0 1,418
0 0 0 1,066
0 0 0 418
0 0 0 386
0 0 0 0
0 0 0 -3,073
0 0 0 1,249
0 0 0 8,498
0 0 0 4,499
0 0 0 7,463
0 0 0 9,948
0 0 0 8,549
0 0 0 1,749
0 0 0 2,650
0 0 0 553
0 0 0 773
0 0 0 2,178
0 0 0 1,358
0 0 0 714
0 0 0 1,724
0 0 0 1,239
0 0 0 1,164
0 0 0 996
0 0 0 998
0 0 0 4,748
0 0 0 1,853
0 0 0 -2,004
0 0 0 1,118
0 0 0 4,718
0 0 0 948
0 0 0 848
0 0 0 1,348
0 0 0 -10,354
0 0 0 923
0 0 0 1,763
0 0 0 -1,534
0 0 0 246
0 0 0 833
0 0 0 1,458
0 0 0 1,468
0 0 0 -3,854
0 0 0 628
0 0 0 923
0 0 0 658
0 0 0 1,226
0 0 0 198
0 0 0 633
0 0 0 553
0 0 0 948
0 0 0 753
0 0 0 1,023
0 0 0 934
0 0 0 2,898
0 0 0 743
0 0 0 1,253
0 0 0 1,003
0 0 0 724
0 0 0 548
0 0 0 228
0 0 0 198
0 0 0 318
0 0 0 448
0 0 0 448
0 0 0 888
0 0 0 698
0 0 0 798
0 0 0 748
0 0 0 1,123
0 0 0 352
0 0 0 423
0 0 0 848
0 0 0 16
0 0 0 1,396
0 0 0 1,046
0 0 0 656
0 0 0 608
0 0 0 758
0 0 0 1,398
0 0 0 522
0 0 0 1,718
0 0 0 834
0 0 0 399
0 0 0 1,616
0 0 0 1,257
0 0 0 615
0 0 0 -66
0 0 0 -164
0 0 0 1,006
0 0 0 408
0 0 0 366
0 0 0 1,096
0 0 0 698
0 0 0 538
0 0 0 -1,177
0 0 0 353
0 0 0 1,463
0 0 0 1,458
0 0 0 -402
0 0 0 708
0 0 0 503
0 0 0 1,133
0 0 0 1,448
0 0 0 2,148
0 0 0 1,158
0 0 0 1,628
0 0 0 793
0 0 0 478
0 0 0 2,054
0 0 0 431
0 0 0 1,889
0 0 0 2,268
0 0 0 1,248
0 0 0 978
0 0 0 768
0 0 0 473
0 0 0 5,056
0 0 0 773
0 0 0 -2,222
0 0 0 -7,738
0 0 0 4,446
0 0 0 2,249
0 0 0 1,318
0 0 0 776
0 0 0 -854
0 0 0 486
0 0 0 -3,944
0 0 0 2,472
0 0 0 -169
0 0 0 447
0 0 0 728
0 0 0 851
0 0 0 -747
0 0 0 836
0 0 0 3,098
0 0 0 798
0 0 0 -2,547
0 0 0 2,938
0 0 0 588
0 0 0 698
0 0 0 1,246
0 0 0 -7,052
0 0 0 -3,888
0 0 0 -4,392
0 0 0 2,488
0 0 0 798
0 0 0 538
0 0 0 194
0 0 0 -3,294
0 0 0 378
0 0 0 148
0 0 0 819
0 0 0 3,384
0 0 0 1,520
0 0 0 1,594
0 0 0 1,969
0 0 0 -202
0 0 0 383
0 0 0 1,124
0 0 0 394
0 0 0 674
0 0 0 1,119
0 0 0 1,076
0 0 0 868
0 0 0 2,259
0 0 0 2,528
0 0 0 4,553
0 0 0 1,419
0 0 0 1,006
0 0 0 1,416
0 0 0 428
0 0 0 5,488
0 0 0 3,549
0 0 0 558
0 0 0 808
0 0 0 448
0 0 0 1,422
0 0 0 773
0 0 0 1,196
0 0 0 1,268
0 0 0 298
0 0 0 896
0 0 0 776
0 0 0 823
0 0 0 2,353
0 0 0 849
0 0 0 1,523
0 0 0 1,464
0 0 0 -1,977
0 0 0 1,298
0 0 0 2,018
0 0 0 1,648
0 0 0 1,583
0 0 0 616
0 0 0 908
0 0 0 4,203
0 0 0 633
0 0 0 774
0 0 0 1,668
0 0 0 1,379
0 0 0 1,363
0 0 0 -2,877
0 0 0 -6,102
0 0 0 1,968
0 0 0 1,496
0 0 0 1,963
0 0 0 1,103
0 0 0 528
0 0 0 4,949
0 0 0 5,499
0 0 0 3,149
0 0 0 3,498
0 0 0 4,634
0 0 0 -1,187
0 0 0 55
0 0 0 219
0 0 0 491
0 0 0 496
0 0 0 1,195
0 0 0 811
0 0 0 2,275
0 0 0 -1,074
0 0 0 1,319
0 0 0 848
0 0 0 3,268
0 0 0 966
0 0 0 539
0 0 0 1,123
0 0 0 1,093
0 0 0 2,349
0 0 0 2,656
0 0 0 998
0 0 0 443
0 0 0 933
0 0 0 378
0 0 0 478
0 0 0 -774
0 0 0 26
0 0 0 364
0 0 0 972
0 0 0 249
0 0 0 656
0 0 0 648
0 0 0 646
0 0 0 416
0 0 0 298
0 0 0 238
0 0 0 646
0 0 0 -13,867
0 0 0 2,178
0 0 0 2,084
0 0 0 -2,077
0 0 0 4,003
0 0 0 949
0 0 0 1,799
0 0 0 -1,247
0 0 0 291
0 0 0 677
0 0 0 835
0 0 0 1,031
0 0 0 1,598
0 0 0 1,283
0 0 0 -5,046
0 0 0 1,698
0 0 0 1,448
0 0 0 -2
0 0 0 1,773
0 0 0 0
0 0 0 2,171
0 0 0 811
0 0 0 2,828
0 0 0 2,486
0 0 0 3,049
0 0 0 4,039
0 0 0 1,613
0 0 0 1,949
0 0 0 2,048
0 0 0 3,499
0 0 0 5,056
0 0 0 1,748
0 0 0 2,926
0 0 0 3,139
0 0 0 2,948
0 0 0 2,936
0 0 0 1,623
0 0 0 1,646
0 0 0 2,798
0 0 0 2,098
0 0 0 3,098
0 0 0 2,549
0 0 0 3,249
0 0 0 2,428
0 0 0 3,548
0 0 0 2,499
0 0 0 938
0 0 0 1,424
0 0 0 1,098
0 0 0 798
0 0 0 1,075
0 0 0 1,937
0 0 0 6,617
0 0 0 3,888
0 0 0 7,475
0 0 0 3,766
0 0 0 866
0 0 0 -4,762
0 0 0 878
0 0 0 1,403
0 0 0 1,666
0 0 0 -3,754
0 0 0 246
0 0 0 4,686
0 0 0 473
0 0 0 -6,926
0 0 0 878
0 0 0 2,966
0 0 0 4,916
0 0 0 5,033
0 0 0 4,313
0 0 0 188
0 0 0 948
0 0 0 5,483
0 0 0 1,428
0 0 0 6,354
0 0 0 2,033
0 0 0 2,074
0 0 0 504
0 0 0 2,798
0 0 0 2,223
0 0 0 1,863
0 0 0 1,853
0 0 0 3,383
0 0 0 2,616
0 0 0 3,248
0 0 0 11,898
0 0 0 4,996
0 0 0 816
0 0 0 1,354
0 0 0 1,623
0 0 0 1,433
0 0 0 4,603
0 0 0 3,849
0 0 0 1,863
0 0 0 2,448
0 0 0 -1,517
0 0 0 1,348
0 0 0 1,048
0 0 0 3,795
0 0 0 1,995
0 0 0 227
0 0 0 736
0 0 0 598
0 0 0 2,491
0 0 0 4,349
0 0 0 2,174
0 0 0 2,004
0 0 0 496
0 0 0 1,096
0 0 0 1,598
0 0 0 2,148
0 0 0 1,248
0 0 0 1,098
0 0 0 1,776
0 0 0 1,818
0 0 0 1,656
0 0 0 6,995
0 0 0 1,248
0 0 0 4,208
0 0 0 -5,335
0 0 0 2,178
0 0 0 509
0 0 0 1,181
0 0 0 1,386
0 0 0 1,998
0 0 0 -1,904
0 0 0 588
0 0 0 4,214
0 0 0 1,029
0 0 0 579
0 0 0 2,751
0 0 0 588
0 0 0 359
0 0 0 1,016
0 0 0 -204
0 0 0 696
0 0 0 1,296
0 0 0 537
0 0 0 978
0 0 0 678
0 0 0 466
0 0 0 1,456
0 0 0 908
0 0 0 376
0 0 0 308
0 0 0 -104
0 0 0 843
0 0 0 1,356
0 0 0 1,006
0 0 0 -927
0 0 0 658
0 0 0 643
0 0 0 1,149
0 0 0 1,002
0 0 0 1,318
0 0 0 738
0 0 0 133
0 0 0 587
0 0 0 3,649
0 0 0 3,576
0 0 0 2,388
0 0 0 2,499
0 0 0 -352
0 0 0 1,663
0 0 0 2,249
0 0 0 3,999
0 0 0 3,599
0 0 0 4,798
0 0 0 1,499
0 0 0 648
0 0 0 1,274
0 0 0 1,849
0 0 0 1,358
0 0 0 -5,122
0 0 0 2,596
0 0 0 1,824
0 0 0 1,993
0 0 0 2,124
0 0 0 4,707
0 0 0 609
0 0 0 2,198
0 0 0 1,034
0 0 0 519
0 0 0 436
0 0 0 23
0 0 0 3,151
0 0 0 1,048
0 0 0 854
0 0 0 1,068
0 0 0 1,498
0 0 0 4,718
0 0 0 1,565
0 0 0 1,248
0 0 0 1,498
0 0 0 1,568
0 0 0 2,436
0 0 0 498
0 0 0 728
0 0 0 169
0 0 0 438
0 0 0 1,434
0 0 0 2,098
0 0 0 1,848
0 0 0 -544
0 0 0 1,373
0 0 0 3,936
0 0 0 584
0 0 0 -114
0 0 0 535
0 0 0 -834
0 0 0 596
0 0 0 3,698
0 0 0 5,758
0 0 0 2,173
0 0 0 2,164
0 0 0 4,928
0 0 0 -19,239
0 0 0 148
0 0 0 5,873
0 0 0 3,147
0 0 0 598
0 0 0 -952
0 0 0 673
0 0 0 1,120
0 0 0 1,788
0 0 0 3,564
0 0 0 46
0 0 0 1,523
0 0 0 588
0 0 0 555
0 0 0 372
0 0 0 866
0 0 0 648
0 0 0 1,088
0 0 0 738
0 0 0 945
0 0 0 1,189
0 0 0 2,116
0 0 0 2,658
0 0 0 438
0 0 0 656
0 0 0 1,616
0 0 0 778
0 0 0 1,650
0 0 0 978
0 0 0 81
0 0 0 -2,332
0 0 0 238
0 0 0 504
0 0 0 -1,057
0 0 0 2,348
0 0 0 2,838
0 0 0 878
0 0 0 1,196
0 0 0 766
0 0 0 708
0 0 0 939
0 0 0 1,158
0 0 0 1,363
0 0 0 3,886
0 0 0 239
0 0 0 1,258
0 0 0 999
0 0 0 999
0 0 0 12,619
0 0 0 8,389
0 0 0 2,384
0 0 0 3,149
0 0 0 -2,704
0 0 0 1,008
0 0 0 549
0 0 0 724
0 0 0 948
0 0 0 936
0 0 0 1,118
0 0 0 1,008
0 0 0 239
0 0 0 448
0 0 0 873
0 0 0 1,168
0 0 0 1,128
0 0 0 -1,774
0 0 0 438
0 0 0 298
0 0 0 13,845
0 0 0 106
0 0 0 324
0 0 0 633
0 0 0 -6,585
0 0 0 5,198
0 0 0 4,719
0 0 0 1,191
0 0 0 1,494
0 0 0 296
0 0 0 2,874
0 0 0 -4,452
0 0 0 3,098
0 0 0 1,699
0 0 0 2,903
0 0 0 3,748
0 0 0 1,498
0 0 0 4,848
0 0 0 3,749
0 0 0 4,973
0 0 0 4,796
0 0 0 2,803
0 0 0 3,648
0 0 0 2,323
0 0 0 1,898
0 0 0 3,523
0 0 0 2,198
0 0 0 4,999
0 0 0 5,849
0 0 0 4,498
0 0 0 2,099
0 0 0 414
0 0 0 699
0 0 0 3,266
0 0 0 818
0 0 0 2,896
0 0 0 -4,404
0 0 0 1,908
0 0 0 3,341
0 0 0 3,018
0 0 0 2,362
0 0 0 2,746
0 0 0 2,494
0 0 0 388
0 0 0 -2,684
0 0 0 408
0 0 0 -1,182
0 0 0 -3,784
0 0 0 598
0 0 0 638
0 0 0 1,252
0 0 0 748
0 0 0 478
0 0 0 624
0 0 0 73
0 0 0 1,499
0 0 0 1,249
0 0 0 1,398
0 0 0 223
0 0 0 1,255
0 0 0 1,384
0 0 0 -1,077
0 0 0 1,424
0 0 0 678
0 0 0 428
0 0 0 1,333
0 0 0 -252
0 0 0 1,563
0 0 0 2,579
0 0 0 2,078
0 0 0 2,618
0 0 0 4,093
0 0 0 1,943
0 0 0 1,846
0 0 0 1,796
0 0 0 908
0 0 0 873
0 0 0 1,291
0 0 0 938
0 0 0 1,286
0 0 0 398
0 0 0 548
0 0 0 488
0 0 0 196
0 0 0 268
0 0 0 616
0 0 0 924
0 0 0 1,926
0 0 0 658
0 0 0 438
0 0 0 498
0 0 0 378
0 0 0 -294
0 0 0 1,396
0 0 0 996
0 0 0 -902
0 0 0 798
0 0 0 1,678
0 0 0 864
0 0 0 3,702
0 0 0 3,371
0 0 0 688
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 2 680,871
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 3 674,352
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 9,559
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 9,559
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,559
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,559
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,559
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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
Yes
 
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletWilliam E Burke Jr Telephone no.bullet (239) 207-5076

    Located atbullet885 Admiralty ParadeNaplesFL ZIP+4bullet34102
    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
     
    No
    .........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
    William E Burke Jr Co-Trustee
    1.00
    0 0 0
    885 Admiralty Parade
    Naples,FL34102
    Lillian Burke Co-Trustee
    1.00
    0 0 0
    885 Admiralty Parade
    Naples,FL34102
    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
    0
    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
    0
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    0
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    0
    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
    0
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,559
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,559
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    0
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    0
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    0
    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
    59,869
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    59,869
    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
    59,869
    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 0
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 30,000
    fTotal of lines 3a through e........ 30,000
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 59,869
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus 59,869
    5 Excess distributions carryover applied to 2020.    
    (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 89,869
    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......
     
    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) .......
     
    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 ......
    89,869
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 30,000
    e Excess from 2020.... 59,869
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    Benjamin Reese
    1112 13th Street North
    Naples,FL34102
      I Emergency Covid-19Relief - MedicalAssistance 4,369
    Cristina Garcia
    2350 Lantana Road Apt 3414
    Lantana,FL34462
      I Emergency Covid-19Relief - Food& Shelter 9,000
    Crazy Horse Memorial
    12151 Avenue of the Chiefs
    Crazy Horse,SD57730
      PC General Use 1,500
    Amparo Ribovich
    102 Andover Court 1B
    Boynton Beach,FL33436
      I Emergency Covid-19Relief - Food & Shelter 9,000
    Linda Rubinfeld
    77 Mount Airy Road
    Basking Ridge,NJ07920
      I Emergency Covid-19Relief - Food & Shelter 6,000
    Kathryn Zinnikas
    288 Tullo Farm Road
    Bridgewater,NJ08807
      I 9/11 FirstResponder - MedicalExpenses 30,000
    Total .................................bullet 3a 59,869
    bApproved for future payment
    Everglades Foundation
    18001 Old Cutler Road Suite 625
    Palmetto Bay,FL33157
      EOF General Use 5,000
    Pan-Florida Challenge
    2097 Trade Center Way Suite D
    Naples,FL34109
      PC General Use 25,000
    Benjamin Reese
    1112 13th Street North
    Naples,FL34102
      I Emergency Covid-19Relief - MedicalAssistance 7,500
    Conservancy of Southwest Florida
    1495 Smith Preserve Way
    Naples,FL34102
      PC General Use 5,000
    The Shelter for Abused Women & Children
    PO Box 10102
    Naples,FL34101
      PC General Use 25,000
    Avow Hospice
    1095 Whippoorwill Lane
    Naples,FL34105
      PC General Use 25,000
    ABLE Academy Inc
    5860 Golden Gate Parkway
    Naples,FL34116
      PC General Use 25,000
    National WASP WWII Museum
    210 Avenger Field Road
    Sweetwater,TX79556
      PC General Use 1,000
    Total .................................bullet 3b 118,500
    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 6,199  
    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 ............
        18 680,871  
    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)..   687,070  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    687,070
    (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

    Form 990PF Part XV Line 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
    Benjamin Reese1112 13th Street North
    Naples,FL34102
      I Emergency Covid-19Relief - MedicalAssistance 4,369
    Cristina Garcia2350 Lantana Road Apt 3414
    Lantana,FL34462
      I Emergency Covid-19Relief - Food& Shelter 9,000
    Crazy Horse Memorial12151 Avenue of the Chiefs
    Crazy Horse,SD57730
      PC General Use 1,500
    Amparo Ribovich102 Andover Court 1B
    Boynton Beach,FL33436
      I Emergency Covid-19Relief - Food & Shelter 9,000
    Linda Rubinfeld77 Mount Airy Road
    Basking Ridge,NJ07920
      I Emergency Covid-19Relief - Food & Shelter 6,000
    Kathryn Zinnikas288 Tullo Farm Road
    Bridgewater,NJ08807
      I 9/11 FirstResponder - MedicalExpenses 30,000
    Total ...............................bullet 3a 59,869
    bApproved for future payment
    Everglades Foundation18001 Old Cutler Road Suite 625
    Palmetto Bay,FL33157
      EOF General Use 5,000
    Pan-Florida Challenge2097 Trade Center Way Suite D
    Naples,FL34109
      PC General Use 25,000
    Benjamin Reese1112 13th Street North
    Naples,FL34102
      I Emergency Covid-19Relief - MedicalAssistance 7,500
    Conservancy of Southwest Florida1495 Smith Preserve Way
    Naples,FL34102
      PC General Use 5,000
    The Shelter for Abused Women & ChildrenPO Box 10102
    Naples,FL34101
      PC General Use 25,000
    Avow Hospice1095 Whippoorwill Lane
    Naples,FL34105
      PC General Use 25,000
    ABLE Academy Inc5860 Golden Gate Parkway
    Naples,FL34116
      PC General Use 25,000
    National WASP WWII Museum210 Avenger Field Road
    Sweetwater,TX79556
      PC General Use 1,000
    Total ................................bullet 3b 118,500

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    B&L Charitable Foundation
    EIN:
    30-6601233
    Name of Stock End of Year Book Value End of Year Fair Market Value
    TD Ameritrade Acct. 352,598 349,990

    TY 2020 LegalFeesSchedule
    Name:
    B&L Charitable Foundation
    EIN:
    30-6601233
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Dunwody White & Landon, P.A. Legal services 7,630      


    TY 2020 OtherIncomeSchedule2
    Name:
    B&L Charitable Foundation
    EIN:
    30-6601233
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Section 1256 Contracts 636 636 636


    TY 2020 OtherIncreasesSchedule
    Name:
    B&L Charitable Foundation
    EIN:
    30-6601233
    Description Amount
    Year-end capital transactions adjustment 633,237


    TY 2020 OtherLiabilitiesSchedule
    Name:
    B&L Charitable Foundation
    EIN:
    30-6601233
    Description Beginning of Year - Book Value End of Year - Book Value
    Margin Loan 833,065 0
    Short Options 2,344 41,470


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    B&L Charitable Foundation
    EIN:
    30-6601233
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ML Advisors, Inc. Investment management services 21,000      


    TY 2020 TaxesSchedule
    Name:
    B&L Charitable Foundation
    EIN:
    30-6601233
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal 2019 Form 990-PF 1,332   1,332