Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 12-01-2019 , and ending 11-30-2020
Name of foundation
THE PHILIP AND IRENE TOLL GAGE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3414 PEACHTREE RD NE STE 722
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA303261166
A Employer identification number

58-1727394
B Telephone number (see instructions)

(404) 842-1870
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,071,655
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... 154,012 150,730  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,042,639
b Gross sales price for all assets on line 6a 5,396,296
7 Capital gain net income (from Part IV, line 2)... 1,042,639
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 213,526 209,949  
12 Total. Add lines 1 through 11........ 1,410,177 1,403,318  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,660 13,830   13,830
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,675 1,005 0 670
c Other professional fees (attach schedule).... 61,732 61,732   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 5,745 5,745   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 5,528     5,528
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 102,340 82,312 0 20,028
25 Contributions, gifts, grants paid....... 420,500 420,500
26 Total expenses and disbursements. Add lines 24 and 25 522,840 82,312 0 440,528
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 887,337
b Net investment income (if negative, enter -0-) 1,321,006
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 292,911 228,171 228,171
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,310,633 Click to see attachment7,252,077 9,843,484
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,603,544 7,480,248 10,071,655
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,603,544 7,480,248
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,603,544 7,480,248
30 Total liabilities and net assets/fund balances (see instructions). 6,603,544 7,480,248
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,603,544
2
Enter amount from Part I, line 27a .....................
2
887,337
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,490,881
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,633
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,480,248
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 18. ABB LTD SPONSORED ADR   2019-11-08 2020-05-07
b 63. ABB LTD SPONSORED ADR   2019-11-11 2020-05-07
c 31. ABB LTD SPONSORED ADR   2019-07-05 2020-05-07
d 1. AIA GROUP LTD SPONSORED ADR   2018-07-24 2019-12-11
e 3. AIA GROUP LTD SPONSORED ADR   2017-10-27 2019-12-11
41. AIA GROUP LTD SPONSORED ADR   2017-05-04 2019-12-11
3. AIA GROUP LTD SPONSORED ADR   2015-07-30 2019-12-11
9. AIA GROUP LTD SPONSORED ADR   2014-01-13 2019-12-11
52. AIA GROUP LTD SPONSORED ADR   2014-01-13 2020-05-07
15. AIA GROUP LTD SPONSORED ADR   2013-10-02 2020-05-07
54. AIA GROUP LTD SPONSORED ADR   2018-09-24 2020-05-07
10880.408 AMG MANAGERS REAL ESTATE SECURITIES FUND   2019-03-25 2020-11-20
17. AMN HEALTHCARE SVCS INC COM   2018-04-25 2020-07-22
70. AMN HEALTHCARE SVCS INC COM   2018-04-25 2020-07-22
73. AT&T INC   2017-07-11 2020-11-03
18. AARONS INC CL A COM   2018-09-07 2020-06-08
30. AARONS INC CL A COM   2018-09-07 2020-09-16
7. AARONS INC CL A COM   2018-08-22 2020-09-16
17. ABBOTT LABORATORIES   2019-10-15 2020-11-03
129. ACTIVISION BLIZZARD INC COM   2019-10-07 2020-01-10
254. ACTIVISION BLIZZARD INC COM   2019-09-20 2020-01-10
556. ACTIVISION BLIZZARD INC COM   2019-09-06 2020-01-10
35. ACTIVISION BLIZZARD INC COM   2020-04-21 2020-07-07
18. ADIDAS AG SPONSORED ADR   2019-04-26 2020-05-07
24. ADOBE SYS INC   2020-01-10 2020-11-03
7. AECOM COM   2020-09-09 2020-09-23
25. AGILENT TECHNOLOGIES INC   2016-11-29 2020-07-07
.6 AIR LIQUIDE ADR   2018-03-22 2019-12-10
35. AIR LIQUIDE ADR   2018-03-22 2020-05-07
33. AIR LIQUIDE ADR   2019-12-19 2020-05-07
21. AIR LEASE CORP CL A COM   2018-07-13 2020-07-07
32. AKAMAI TECHNOLOGIES INC   2013-06-28 2020-04-20
5. AKAMAI TECHNOLOGIES INC   2013-06-28 2020-04-21
20. AKAMAI TECHNOLOGIES INC   2013-06-28 2020-04-23
13. AKAMAI TECHNOLOGIES INC   2013-06-28 2020-07-07
1.666 AKZO NOBEL N V SPONSORED ADR NEW   2018-07-24 2020-05-07
2.667 AKZO NOBEL N V SPONSORED ADR NEW   2017-10-27 2020-05-07
61.333 AKZO NOBEL N V SPONSORED ADR NEW   2017-05-04 2020-05-07
29.333 AKZO NOBEL N V SPONSORED ADR NEW   2013-10-02 2020-05-07
10.001 AKZO NOBEL N V SPONSORED ADR NEW   2013-05-07 2020-05-07
83. ALARM COM HLDGS INC COM   2020-01-28 2020-07-22
41. ALARM COM HLDGS INC COM   2018-07-24 2020-07-22
2. ALASKA AIR GROUP INC   2017-05-30 2020-06-02
2. ALASKA AIR GROUP INC   2017-09-22 2020-06-02
8. ALASKA AIR GROUP INC   2018-06-28 2020-06-02
6. ALASKA AIR GROUP INC   2019-03-05 2020-06-02
7. ALASKA AIR GROUP INC   2019-03-26 2020-06-02
13. ALBEMARLE CORPORATION   2018-08-24 2020-07-07
15. ALEXION PHARMACEUTICALS INC   2018-07-26 2020-01-30
6. ALEXION PHARMACEUTICALS INC   2018-06-25 2020-01-30
28. ALEXION PHARMACEUTICALS INC   2018-06-25 2020-01-30
3. ALEXION PHARMACEUTICALS INC   2018-06-25 2020-01-30
3. ALEXION PHARMACEUTICALS INC   2018-07-08 2020-09-23
6. ALEXION PHARMACEUTICALS INC   2018-07-03 2020-09-23
4. ALEXION PHARMACEUTICALS INC   2020-09-14 2020-09-23
2. ALEXION PHARMACEUTICALS INC   2020-03-04 2020-09-23
2. ALEXION PHARMACEUTICALS INC   2020-03-13 2020-09-23
2. ALEXION PHARMACEUTICALS INC   2020-03-16 2020-09-23
135. ALIBABA GROUP HLDG LTD ADS   2018-01-02 2020-01-10
40. ALIBABA GROUP HLDG LTD ADS   2018-02-06 2020-01-10
41. ALIBABA GROUP HLDG LTD ADS   2019-06-11 2020-01-10
28. ALIBABA GROUP HLDG LTD ADS   2018-11-01 2020-01-10
31. ALIBABA GROUP HLDG LTD ADS   2018-11-01 2020-11-03
84. ALIBABA GROUP HLDG LTD ADS   2018-11-02 2020-11-03
6. ALIGN TECHNOLOGY INC COM   2019-11-19 2020-07-07
4. ALLEGHANY CORP DEL COM   2017-05-30 2020-09-23
137. ALLEGHENY TECHNOLOGIES INC COM   2013-06-28 2020-05-22
154. ALLEGHENY TECHNOLOGIES INC COM   2016-12-07 2020-05-22
60. ALLEGHENY TECHNOLOGIES INC COM   2016-12-07 2020-05-26
5. ALLIANCE DATA SYS CORP COM   2020-01-24 2020-09-23
3. ALLIANCE DATA SYS CORP COM   2020-01-31 2020-09-23
3. ALLSTATE CORPORATION   2018-06-26 2020-02-04
3. ALLSTATE CORPORATION   2020-06-05 2020-09-23
3. ALLSTATE CORPORATION   2019-02-05 2020-09-23
4. ALLSTATE CORPORATION   2019-01-28 2020-09-23
8. ALLSTATE CORPORATION   2017-05-30 2020-09-23
20. ALLSTATE CORPORATION   2020-01-07 2020-11-03
17. ALLSTATE CORPORATION   2019-11-26 2020-11-03
27. ALLY FINL INC COM   2017-05-30 2020-09-23
32. ALLY FINL INC COM   2020-04-06 2020-09-23
1. ALPHABET INC CL C COM   2015-07-28 2020-01-10
.852 ALPHABET INC CL C COM   2013-06-27 2020-01-10
8.022 ALPHABET INC CL C COM   2013-04-03 2020-01-10
1.126 ALPHABET INC CL C COM   2013-04-26 2020-01-10
10.907 ALPHABET INC CL C COM   2013-04-26 2020-11-03
34.093 ALPHABET INC CL C COM   2013-01-18 2020-11-03
179. ALSTOM SA UNSPONSORED ADR   2020-01-23 2020-05-07
15. ALTERYX INC CL A COM   2019-12-23 2020-01-31
12. ALTERYX INC CL A COM   2020-06-23 2020-07-07
6. ALTERYX INC CL A COM   2020-06-23 2020-10-22
18. ALTERYX INC CL A COM   2019-12-23 2020-10-22
1. AMADEUS IT GROUP SA ADS UNSPONSORED ADR   2018-07-24 2020-05-07
18. AMADEUS IT GROUP SA ADS UNSPONSORED ADR   2017-05-04 2020-05-07
15. AMADEUS IT GROUP SA ADS UNSPONSORED ADR   2017-04-07 2020-05-07
9. AMAZON COM INC   2012-12-12 2020-01-10
7. AMAZON COM INC   2012-12-12 2020-11-03
5. AMAZON COM INC   2012-10-25 2020-11-03
7. AMAZON COM INC   2012-10-24 2020-11-03
336. AMBEV S A SPONSORED ADR   2016-09-22 2020-04-28
46. AMBEV S A SPONSORED ADR   2017-05-04 2020-04-28
9. AMBEV S A SPONSORED ADR   2018-07-24 2020-04-28
27. AMEDISYS INC COM   2019-06-07 2020-07-22
5. AMEREN CORP   2018-08-21 2020-11-03
20. AMEREN CORP   2018-04-18 2020-11-03
29. AMERICAN ELECTRIC POWER CO   2017-09-05 2020-11-03
64. AMERICAN TOWER CORP COM   2013-06-28 2019-12-16
63. AMERICOLD RLTY TR REIT   2019-05-07 2020-07-07
22. AMERICOLD RLTY TR REIT   2019-05-07 2020-07-27
5. AMERISOURCEBERGEN CORP COM   2017-05-30 2020-03-02
2. AMERISOURCEBERGEN CORP COM   2018-06-26 2020-03-02
14. AMERISOURCEBERGEN CORP COM   2013-06-28 2020-07-07
4. AMERISOURCEBERGEN CORP COM   2018-06-26 2020-09-23
6. AMERISOURCEBERGEN CORP COM   2019-01-15 2020-09-23
2. AMERISOURCEBERGEN CORP COM   2019-03-07 2020-09-23
6. AMERISOURCEBERGEN CORP COM   2019-04-17 2020-09-23
306. AMPHENOL CORP NEW CL A   2020-01-10 2020-11-03
22. ANALOG DEVICES INC   2020-08-19 2020-11-03
35. ANNALY MTG MGMT INC COM   2017-09-22 2019-12-03
27. ANNALY MTG MGMT INC COM   2017-05-30 2019-12-03
122. ANNALY MTG MGMT INC COM   2017-05-30 2020-04-23
13. ANNALY MTG MGMT INC COM   2017-11-08 2020-04-23
17. ANNALY MTG MGMT INC COM   2019-03-27 2020-04-23
2. ANNALY MTG MGMT INC COM   2018-09-13 2020-04-23
9. ANNALY MTG MGMT INC COM   2018-09-13 2020-09-23
34. ANNALY MTG MGMT INC COM   2018-02-01 2020-09-23
56. ANNALY MTG MGMT INC COM   2019-05-13 2020-09-23
39. ANNALY MTG MGMT INC COM   2019-05-30 2020-09-23
70. ANNALY MTG MGMT INC COM   2019-09-10 2020-09-23
44. ANNALY MTG MGMT INC COM   2020-07-14 2020-09-23
11. ANSYS INC   2013-06-28 2020-07-07
53. ANTERO RES CORP COM   2017-05-30 2020-09-23
23. ANTERO RES CORP COM   2017-06-22 2020-09-23
38. ANTERO RES CORP COM   2018-10-22 2020-09-23
30. ANTERO RES CORP COM   2018-11-14 2020-09-23
50. ANTERO RES CORP COM   2019-04-05 2020-09-23
33.5 APERGY CORP COM   2014-07-28 2020-04-22
1. APERGY CORP COM   2014-02-06 2020-04-22
7.5 APERGY CORP COM   2014-02-05 2020-04-22
49. APERGY CORP COM   2019-01-07 2020-04-22
50. APERGY CORP COM   2019-01-07 2020-04-23
7. APERGY CORP COM   2016-12-07 2020-04-23
3. APERGY CORP COM   2019-01-04 2020-04-23
33. APERGY CORP COM   2019-01-03 2020-04-23
21. APPLE INC COM   2013-01-01 2020-02-04
49. APPLE INC COM   2020-01-10 2020-04-29
40. APPLE INC COM   2020-01-10 2020-08-21
118. APPLE INC COM   2013-01-01 2020-09-15
139. APPLE INC COM   2020-01-10 2020-11-03
61. APPLE INC COM   2013-01-01 2020-11-03
22. APPLE INC COM   2013-01-01 2020-11-24
8. APPLIED MATERIALS INCORPORATED   2020-03-24 2020-06-29
44. APPLIED MATERIALS INCORPORATED   2019-02-22 2020-07-07
7. APTARGROUP INCORPORATED   2019-04-15 2020-07-07
39. APTARGROUP INCORPORATED   2019-04-15 2020-09-29
2. ARAMARK COM   2019-05-08 2020-09-23
10. ARAMARK COM   2019-03-08 2020-09-23
8. ARAMARK COM   2019-03-27 2020-09-23
11. ARAMARK COM   2019-03-25 2020-09-23
39. ARCBEST CORP COM   2018-02-16 2020-02-06
32. ARCBEST CORP COM   2018-02-16 2020-02-07
20. ARCBEST CORP COM   2018-02-21 2020-02-07
126. ARCBEST CORP COM   2018-02-20 2020-02-07
12. ARCBEST CORP COM   2018-02-20 2020-02-10
145. ARCHROCK INC COM   2019-09-05 2020-04-27
153. ARCHROCK INC COM   2019-09-04 2020-04-27
124. ARCHROCK INC COM   2019-09-03 2020-04-27
5. ARISTA NETWORKS INC COM   2019-07-01 2020-01-30
9. ARISTA NETWORKS INC COM   2019-06-06 2020-01-30
20. ARISTA NETWORKS INC COM   2019-01-18 2020-01-30
2. ARISTA NETWORKS INC COM   2020-04-07 2020-09-23
2. ARISTA NETWORKS INC COM   2020-03-24 2020-09-23
13. ARROW ELECTRONICS INCORPORATED   2017-08-21 2020-07-07
13. ASPEN TECHNOLOGY INC   2020-02-07 2020-07-07
76. ASSA ABLOY AB UNSPONSORED ADR   2013-12-12 2020-03-24
129. ASSA ABLOY AB UNSPONSORED ADR   2013-10-02 2020-03-24
126. ASSA ABLOY AB UNSPONSORED ADR   2013-08-13 2020-03-24
137. ASSA ABLOY AB UNSPONSORED ADR   2013-08-13 2020-05-07
16. AUTODESK INC (DEL)   2013-06-28 2020-07-07
17. AUTODESK INC (DEL)   2013-06-28 2020-08-05
21. AUTOMATIC DATA PROCESSING INC   2009-06-19 2020-11-03
7. AVALONBAY CMNTYS INC COM   2020-02-19 2020-11-03
9. AVERY DENNISON CORPORATION   2020-09-30 2020-11-03
4. BP AMOCO P L C SPONSORED ADR   2018-07-24 2020-05-07
48. BP AMOCO P L C SPONSORED ADR   2017-05-04 2020-05-07
50. BP AMOCO P L C SPONSORED ADR   2017-03-17 2020-05-07
7. BP AMOCO P L C SPONSORED ADR   2016-01-28 2020-05-07
52. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2019-12-19 2020-05-07
20. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2019-11-20 2020-05-07
1. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2017-10-27 2020-05-07
50. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2017-05-04 2020-05-07
11. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2013-12-12 2020-05-07
22. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2005-01-10 2020-05-07
16. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2005-01-06 2020-05-07
42. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2013-10-02 2020-05-07
36. BWX TECHNOLOGIES INC COM   2018-04-30 2020-03-09
27. BWX TECHNOLOGIES INC COM   2018-05-01 2020-03-09
36. BWX TECHNOLOGIES INC COM   2018-08-07 2020-03-09
29. BWX TECHNOLOGIES INC COM   2018-06-26 2020-03-09
1. BWX TECHNOLOGIES INC COM   2018-04-30 2020-03-19
10. BAKER HUGHES CO CL A COM   2019-09-26 2020-06-09
5. BAKER HUGHES CO CL A COM   2019-09-12 2020-06-09
21. BAKER HUGHES CO CL A COM   2019-09-12 2020-09-23
17. BAKER HUGHES CO CL A COM   2019-10-31 2020-09-23
18. BAKER HUGHES CO CL A COM   2020-02-18 2020-09-23
228. BARCLAYS PLC ADR   2017-07-26 2020-01-23
113. BARCLAYS PLC ADR   2017-07-27 2020-01-23
84. BARCLAYS PLC ADR   2017-05-04 2020-01-23
12. BARCLAYS PLC ADR   2018-07-24 2020-01-23
1. BARCLAYS PLC ADR   2017-10-27 2020-01-23
512. BARCLAYS PLC ADR   2016-05-04 2020-01-23
132. BARCLAYS PLC ADR   2016-08-30 2020-01-23
25. BAXTER INTERNATIONAL INC   2019-01-09 2019-12-27
18. BAXTER INTERNATIONAL INC   2019-01-09 2020-11-03
18. BAYER A G SPONSORED ADR   2013-10-02 2020-05-07
48. BAYER A G SPONSORED ADR   2013-12-12 2020-05-07
60. BAYER A G SPONSORED ADR   2017-05-04 2020-05-07
1. BAYER A G SPONSORED ADR   2017-10-27 2020-05-07
82. BEIERSDORF AG UNSPONSORED ADR   2019-10-15 2020-05-07
48. BERKSHIRE HILLS BANCORP INC COM   2018-02-06 2020-05-06
182. BERKSHIRE HILLS BANCORP INC COM   2017-09-21 2020-05-06
34. BHP BILLITON LIMITED ADR   2015-10-08 2020-05-07
5. BIO RAD LABS INC CL A   2013-06-28 2020-07-07
12. BIO-TECHNE CORP COM   2012-08-01 2020-07-22
9. BIO-TECHNE CORP COM   2008-10-08 2020-07-22
25. BLACK KNIGHT INC COM   2016-08-09 2020-07-07
87. BLACKLINE INC COM   2018-11-28 2020-07-22
20. BLACKLINE INC COM   2018-02-15 2020-07-22
4. BLACKROCK INC CL A   2011-11-09 2020-11-03
21. BLUCORA INC COM   2018-01-26 2020-02-06
21. BLUCORA INC COM   2018-01-29 2020-02-06
109. BLUCORA INC COM   2018-01-29 2020-02-07
67. BLUCORA INC COM   2018-01-25 2020-02-07
11. BLUCORA INC COM   2018-01-30 2020-02-07
18. BLUCORA INC COM   2018-01-30 2020-02-10
14. BOOKING HLDGS INC COM   2020-01-10 2020-04-29
196. BOOZ ALLEN HAMILTON HLDG CORP CL A COM   2020-01-10 2020-11-03
16. BORG WARNER INC   2018-01-19 2020-06-05
7. BORG WARNER INC   2018-01-19 2020-06-08
159. BORG WARNER INC   2013-06-28 2020-06-08
5. BOSTON PROPERTIES INC COM   2013-06-28 2020-07-07
124. BRAMBLES LTD ADR   2016-12-14 2020-05-07
4. BRAMBLES LTD ADR   2016-12-21 2020-05-07
70. BRISTOL MYERS SQUIBB CO COM   2015-06-29 2020-11-03
7. BRITISH AMERICAN TOBACCO PLC (UK/US$) ISIN US1104481072   2018-05-22 2020-05-07
33. BRITISH AMERICAN TOBACCO PLC (UK/US$) ISIN US1104481072   2018-05-23 2020-05-07
8. BRIXMOR PPTY GROUP INC REITS   2019-06-24 2019-12-02
6. BRIXMOR PPTY GROUP INC REITS   2019-06-24 2020-01-03
16. BRIXMOR PPTY GROUP INC REITS   2019-06-26 2020-01-03
11. BRIXMOR PPTY GROUP INC REITS   2019-07-01 2020-01-03
6. BRIXMOR PPTY GROUP INC REITS   2019-07-01 2020-01-06
3. BROADRIDGE FINL SOLUTIONS INC COM   2017-05-22 2020-02-20
12. BROADRIDGE FINL SOLUTIONS INC COM   2017-03-10 2020-02-20
13. BROADRIDGE FINL SOLUTIONS INC COM   2017-02-02 2020-02-20
8. BROADRIDGE FINL SOLUTIONS INC COM   2017-02-02 2020-07-07
7. BROADCOM INC COM   2020-01-21 2020-11-03
6. BROADCOM INC COM   2020-07-30 2020-11-03
101. BUILDERS FIRSTSOURCE INC COM   2018-04-06 2020-11-30
4. BUILDERS FIRSTSOURCE INC COM   2018-04-09 2020-11-30
31. BURLINGTON STORES INC COM   2019-09-04 2020-01-10
33. BURLINGTON STORES INC COM   2018-04-10 2020-01-10
44. BURLINGTON STORES INC COM   2018-04-09 2020-01-10
101. BURLINGTON STORES INC COM   2018-04-03 2020-01-10
68. BURLINGTON STORES INC COM   2018-04-20 2020-01-10
8. BURLINGTON STORES INC COM   2015-02-26 2020-07-07
17. CBRE GROUP INC CL A COM   2013-12-11 2020-07-07
21. CBRE GROUP INC CL A COM   2013-06-28 2020-07-07
4. CDK GLOBAL INC COM   2018-10-26 2019-12-10
6. CDK GLOBAL INC COM   2018-10-11 2019-12-10
3. CDK GLOBAL INC COM   2018-10-11 2019-12-17
8. CDK GLOBAL INC COM   2018-11-09 2020-09-23
3. CDK GLOBAL INC COM   2018-12-04 2020-09-23
3. CDK GLOBAL INC COM   2018-12-03 2020-09-23
5. CDK GLOBAL INC COM   2018-11-26 2020-09-23
7. CDK GLOBAL INC COM   2019-07-02 2020-09-23
5. CDK GLOBAL INC COM   2018-12-17 2020-09-23
16. CDW CORP COM   2017-08-18 2020-07-07
3. CIT GROUP INC NEW COM   2018-09-28 2020-01-29
11. CIT GROUP INC NEW COM   2017-05-30 2020-01-29
30. CIT GROUP INC NEW COM   2017-05-30 2020-09-23
20. CIT GROUP INC NEW COM   2020-04-06 2020-09-23
134. CME GROUP INC COM   2019-01-15 2020-01-03
51. CME GROUP INC COM   2019-03-04 2020-01-03
17. CME GROUP INC COM   2019-11-26 2020-11-03
27. CMS ENERGY CORP COM   2012-02-14 2020-11-03
24. CSX CORP   2013-06-28 2020-07-07
2. CABLE ONE INC COM   2016-08-03 2020-07-07
79. CABOT CORP   2013-12-02 2020-04-20
11. CABOT CORP   2017-06-16 2020-05-13
92. CABOT CORP   2017-05-11 2020-05-13
24. CABOT CORP   2017-05-12 2020-05-13
2. CABOT MICROELECTRONICS CORP COM   2019-03-12 2020-02-12
34. CABOT MICROELECTRONICS CORP COM   2019-03-12 2020-06-18
20. CABOT MICROELECTRONICS CORP COM   2019-03-11 2020-06-18
6. CABOT MICROELECTRONICS CORP COM   2020-05-08 2020-07-07
6. CABOT MICROELECTRONICS CORP COM   2020-05-04 2020-07-07
4. CABOT MICROELECTRONICS CORP COM   2017-06-09 2020-07-22
18. CABOT MICROELECTRONICS CORP COM   2008-11-03 2020-07-22
19. CADENCE BANCORPORATION CL A COM   2018-06-15 2020-01-03
146. CADENCE BANCORPORATION CL A COM   2018-06-15 2020-04-08
103. CADENCE BANCORPORATION CL A COM   2018-06-14 2020-04-08
5. CALAVO GROWERS INC COM   2017-06-09 2020-07-22
24. CALAVO GROWERS INC COM   2017-05-04 2020-07-22
11. CALAVO GROWERS INC COM   2017-05-03 2020-07-22
14. CANADIAN NATL RY CO   2016-07-25 2020-05-07
23. CANTEL MED CORP COM   2019-01-15 2020-04-03
13. CANTEL MED CORP COM   2019-01-15 2020-04-06
68. CANTEL MED CORP COM   2019-01-14 2020-04-06
3. CARDINAL HEALTH INCORPORATED   2017-11-15 2020-02-18
6. CARDINAL HEALTH INCORPORATED   2018-05-21 2020-02-18
2. CARDINAL HEALTH INCORPORATED   2018-05-07 2020-02-18
4. CARDINAL HEALTH INCORPORATED   2018-05-07 2020-03-26
6. CARDINAL HEALTH INCORPORATED   2019-03-06 2020-03-26
32. CARLSBERG AS SPONSORED ADR   2013-08-13 2020-05-07
27. CARLSBERG AS SPONSORED ADR   2017-05-04 2020-05-07
1. CARMAX INC   2020-09-23 2020-11-03
8. CARPENTER TECHNOLOGY CORP COM   2018-03-22 2020-02-12
3.8 CASS INFORMATION SYS INC COM   2017-06-09 2020-07-22
38.2 CASS INFORMATION SYS INC COM   2008-10-08 2020-07-22
24. CATALENT INC COM   2020-05-19 2020-07-07
8. CENTENE CORP DELAWARE COM   2020-06-05 2020-09-23
8. CENTENE CORP DELAWARE COM   2020-03-02 2020-09-23
12. CENTENE CORP DELAWARE COM   2019-10-21 2020-09-23
8. CENTERPOINT ENERGY INC   2019-03-26 2020-04-23
9. CENTERPOINT ENERGY INC   2019-03-29 2020-04-23
6. CENTERPOINT ENERGY INC   2019-03-21 2020-04-23
3. CENTERPOINT ENERGY INC   2019-03-21 2020-07-07
12. CENTERPOINT ENERGY INC   2019-04-17 2020-07-07
8. CENTERPOINT ENERGY INC   2019-03-06 2020-07-07
9. CENTERPOINT ENERGY INC   2019-03-01 2020-07-07
1. CENTERPOINT ENERGY INC   2019-03-01 2020-09-23
17. CENTERPOINT ENERGY INC   2019-01-25 2020-09-23
11. CENTERPOINT ENERGY INC   2019-05-09 2020-09-23
13. CENTERPOINT ENERGY INC   2019-07-02 2020-09-23
8. CENTERPOINT ENERGY INC   2019-05-29 2020-09-23
13. CENTERPOINT ENERGY INC   2019-08-09 2020-09-23
21. CENTERPOINT ENERGY INC   2019-11-26 2020-09-23
12. CENTERPOINT ENERGY INC   2019-12-02 2020-09-23
10. CENTERSTATE BKS INC COM   2017-09-22 2020-02-12
148. CHEGG INC COM   2018-08-10 2020-05-08
36. CHEGG INC COM   2018-08-10 2020-07-22
11. CHEGG INC COM   2018-08-13 2020-07-22
97. CHEGG INC COM   2018-08-13 2020-07-28
12. CHEMED CORP NEW   2008-10-08 2020-04-27
13. CHEMED CORP NEW   2008-10-08 2020-07-22
17. CHEVRONTEXACO CORP COM   2019-05-14 2020-11-03
35. CHEVRONTEXACO CORP COM   2019-06-25 2020-11-03
3. CHIPOTLE MEXICAN GRILL INC CL A COM   2020-03-04 2020-07-07
2. CHIPOTLE MEXICAN GRILL INC CL A COM   2020-03-04 2020-09-03
189. CHURCH & DWIGHT INC   2020-01-10 2020-11-03
2. CIMAREX ENERGY CO COM   2016-04-18 2020-07-07
32. CIMAREX ENERGY CO COM   2018-01-24 2020-07-07
78. CISCO SYSTEMS INCORPORATED   2018-08-21 2020-09-29
104. CISCO SYSTEMS INCORPORATED   2018-04-17 2020-11-03
27. CISCO SYSTEMS INCORPORATED   2018-08-21 2020-11-03
12. CINTAS CORPORATION   2018-07-11 2020-04-15
9. CINTAS CORPORATION   2018-05-31 2020-04-15
16. CINTAS CORPORATION   2018-05-31 2020-05-05
10. CINTAS CORPORATION   2018-10-23 2020-05-05
23. CLEARWAY ENERGY INC CL C COM   2017-06-16 2020-04-08
150. CLEARWAY ENERGY INC CL C COM   2017-05-11 2020-04-08
17. CLP HLDGS LTD SPONSORED ADR   2018-07-24 2019-12-11
49. CLP HLDGS LTD SPONSORED ADR   2017-05-04 2019-12-11
96. CLP HLDGS LTD SPONSORED ADR   2018-03-22 2019-12-11
219. CLP HLDGS LTD SPONSORED ADR   2018-03-22 2020-05-07
3. COLFAX CORP COM   2020-09-23 2020-11-03
9. COLFAX CORP COM   2020-09-23 2020-11-04
25. COLONY CAP INC NEW CL A REITS   2018-03-15 2020-09-23
47. COLONY CAP INC NEW CL A REITS   2018-10-22 2020-09-23
50. COLONY CAP INC NEW CL A REITS   2018-03-20 2020-09-23
32. COLONY CAP INC NEW CL A REITS   2018-03-01 2020-09-23
50. COLONY CAP INC NEW CL A REITS   2018-04-03 2020-09-23
898.7 COLUMBIA INCOME OPPORTUNITIES FUND INSTL3 CL   2012-03-16 2020-07-30
4541.412 COLUMBIA TOTAL RETURN BD FUND INSTL 3 CL   2020-08-12 2020-08-28
25. COMCAST CORP NEW CL A COM   2019-06-25 2020-11-03
25. COMCAST CORP NEW CL A COM   2020-02-04 2020-11-03
97. COMCAST CORP NEW CL A COM   2014-07-17 2020-11-03
75. COMPASS GROUP PLC NEW SPONSORED ADR JUNE 2017   2015-06-15 2020-05-07
45. CONOCOPHILLIPS COM   2018-07-25 2020-11-03
69. CONSTELLATION BRANDS INC CL A   2020-01-10 2020-11-03
39. CONTINENTAL RES INC OKLAHOMA COM   2018-03-07 2020-07-07
5. COOPER COMPANIES INC   2019-09-10 2020-07-07
19. COOPER COMPANIES INC   2020-04-30 2020-11-03
14. COPART INC   2020-02-07 2020-07-07
10. COPART INC   2020-01-21 2020-07-07
1. COPART INC   2020-09-23 2020-11-03
.666 CORTEVA INC COM   2018-07-16 2020-03-02
4.667 CORTEVA INC COM   2018-07-12 2020-03-02
4. CORTEVA INC COM   2017-01-27 2020-03-02
7.667 CORTEVA INC COM   2019-06-26 2020-03-02
.333 CORTEVA INC COM   2019-06-26 2020-09-23
10. CORTEVA INC COM   2019-09-30 2020-09-23
12. CORTEVA INC COM   2019-09-26 2020-09-23
10.667 CORTEVA INC COM   2019-06-20 2020-09-23
16. CORTEVA INC COM   2019-11-19 2020-09-23
33. COSTCO WHSL CORP NEW COM   2020-04-30 2020-11-03
46. COSTCO WHSL CORP NEW COM   2020-01-10 2020-11-03
13. COSTAR GROUP INC   2019-08-09 2020-01-10
16. COSTAR GROUP INC   2019-11-25 2020-01-10
19. COSTAR GROUP INC   2019-07-16 2020-01-10
22. COSTAR GROUP INC   2019-06-20 2020-01-10
42. COSTAR GROUP INC   2019-06-11 2020-01-10
1. COSTAR GROUP INC   2020-06-18 2020-07-07
2. COTY INC CL A COM   2018-09-24 2020-03-16
71. COTY INC CL A COM   2018-11-08 2020-03-16
6. CROWN CASTLE INTL CORP REITS   2018-02-20 2020-11-03
7. CROWN CASTLE INTL CORP REITS   2015-08-14 2020-11-03
9. CUMMINS ENGINE INC   2013-06-28 2020-07-07
11. CUMMINS ENGINE INC   2017-05-02 2020-11-03
15. DBS GROUP HLDGS LTD SPONSORED ADR   2017-05-04 2020-03-10
28. DBS GROUP HLDGS LTD SPONSORED ADR   2017-01-31 2020-03-10
21. DBS GROUP HLDGS LTD SPONSORED ADR   2017-01-31 2020-05-07
1190. DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND   2015-06-15 2020-03-23
75. DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND   2015-06-15 2020-08-05
76. DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND   2015-03-05 2020-08-05
4484. DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND   2015-03-04 2020-08-05
24. DR HORTON   2020-03-04 2020-07-07
5. DR HORTON   2018-10-25 2020-07-07
54. DR HORTON   2013-06-28 2020-07-07
43. DR HORTON   2018-10-25 2020-08-27
10. DTE ENERGY CO   2020-09-29 2020-11-03
35. DAIKIN INDS LTD UNSPONSORED ADR   2017-05-04 2020-05-07
258. DAIKIN INDS LTD UNSPONSORED ADR   2015-12-16 2020-05-07
2. DAIWA HOUSE IND LTD ADR COM   2019-01-28 2020-04-03
9. DAIWA HOUSE IND LTD ADR COM   2013-10-02 2020-04-03
30. DAIWA HOUSE IND LTD ADR COM   2014-05-23 2020-04-03
40. DAIWA HOUSE IND LTD ADR COM   2013-08-29 2020-04-03
5. DAIWA HOUSE IND LTD ADR COM   2013-08-13 2020-04-03
56. DAIWA HOUSE IND LTD ADR COM   2013-08-13 2020-05-07
382. DANAHER CORPORATION   2020-01-10 2020-11-03
85. DANONE SPONSORED ADR   2015-08-14 2020-05-07
8. DANONE SPONSORED ADR   2015-07-30 2020-05-07
30. DANONE SPONSORED ADR   2012-05-31 2020-05-07
30. DANONE SPONSORED ADR   2017-05-04 2020-05-07
2. DANONE SPONSORED ADR   2018-07-03 2020-05-07
23. DARDEN RESTAURANTS INC   2020-04-23 2020-07-07
129. DAVE & BUSTERS ENTMT INC COM   2019-02-14 2020-03-17
8. DAVITA INC COM   2019-06-07 2019-12-17
6. DEERE & COMPANY   2019-11-26 2020-11-03
2396.848 DELAWARE EMERGING MKTS FUND CL R6   2018-12-28 2020-04-09
6706.939 DELAWARE EMERGING MKTS FUND CL R6   2011-03-22 2020-04-09
6. DELL TECHNOLOGIES INC CL C COM   2020-08-26 2020-09-23
10. DELL TECHNOLOGIES INC CL C COM   2020-03-30 2020-09-23
12. DELTA AIR LINES INC DEL NEW COM   2020-03-17 2020-09-17
17. DENTSPLY SIRONA INC COM   2015-02-27 2020-07-07
65. DESCARTES SYS GROUP INC COM   2019-05-06 2020-07-22
16. DESCARTES SYS GROUP INC COM   2019-05-07 2020-07-22
2. DESCARTES SYS GROUP INC COM   2019-04-10 2020-07-22
10. DEXCOM INC COM   2020-01-30 2020-06-23
7. DEXCOM INC COM   2019-11-05 2020-06-23
6. DEXCOM INC COM   2019-11-05 2020-07-07
5. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2020-04-28 2020-05-07
3. DIAMONDBACK ENERGY INC COM   2017-08-02 2020-02-07
12. DIAMONDBACK ENERGY INC COM   2016-07-13 2020-02-07
2. DIAMONDBACK ENERGY INC COM   2016-03-18 2020-02-07
39. DIAMONDBACK ENERGY INC COM   2016-03-03 2020-02-07
20. DIGITAL RLTY TR INC REITS   2019-11-27 2020-11-03
58. DIODES INC   2018-10-05 2020-04-27
8. DISNEY WALT CO   2019-04-30 2020-02-04
9. DISNEY WALT CO   2019-01-09 2020-02-04
18. DISNEY WALT CO   2019-01-09 2020-04-28
64. DISNEY WALT CO   2017-07-11 2020-04-28
34. DISNEY WALT CO   2017-08-22 2020-04-28
16. DISCOVERY INC NEW CL C COM   2017-08-01 2020-09-23
13. DISCOVERY INC NEW CL C COM   2018-03-21 2020-09-23
20. DISCOVERY INC NEW CL C COM   2017-10-16 2020-09-23
9. DISH NETWORK CORP COM CL A   2018-01-23 2020-09-23
5. DISH NETWORK CORP COM CL A   2018-02-22 2020-09-23
13. DISH NETWORK CORP COM CL A   2018-03-15 2020-09-23
8. DISH NETWORK CORP COM CL A   2018-03-20 2020-09-23
8. DISH NETWORK CORP COM CL A   2018-05-10 2020-09-23
13. DISH NETWORK CORP COM CL A   2020-04-06 2020-09-23
.487 DISH NETWORK CORP RT EXPIRES 12/09/19   2018-01-23 2019-12-02
.271 DISH NETWORK CORP RT EXPIRES 12/09/19   2018-02-22 2019-12-02
.704 DISH NETWORK CORP RT EXPIRES 12/09/19   2018-03-15 2019-12-02
.433 DISH NETWORK CORP RT EXPIRES 12/09/19   2018-03-20 2019-12-02
.105 DISH NETWORK CORP RT EXPIRES 12/09/19   2018-05-10 2019-12-02
17. DOLBY LABORATORIES INC CL A COM   2019-11-15 2020-07-07
21. DOLBY LABORATORIES INC CL A COM   2019-11-15 2020-09-25
37. DOLBY LABORATORIES INC CL A COM   2019-07-30 2020-09-25
45. DOLBY LABORATORIES INC CL A COM   2019-07-29 2020-09-25
14. DOLLAR GEN CORP NEW COM   2018-11-20 2020-01-21
27. DOLLAR GEN CORP NEW COM   2018-08-07 2020-01-21
3. DOLLAR GEN CORP NEW COM   2018-08-07 2020-05-27
1. DOLLAR GEN CORP NEW COM   2017-08-30 2020-05-27
12. DOLLAR GEN CORP NEW COM   2015-11-23 2020-05-27
44. DOLLAR GEN CORP NEW COM   2015-11-23 2020-05-29
3. DOLLAR TREE INC COM   2019-03-25 2020-09-23
4. DOLLAR TREE INC COM   2019-08-01 2020-09-23
2. DOLLAR TREE INC COM   2019-03-26 2020-09-23
5. DOLLAR TREE INC COM   2019-03-06 2020-09-23
6. DOLLAR TREE INC COM   2019-11-26 2020-09-23
4. DOLLAR TREE INC COM   2019-08-07 2020-09-23
3. DOLLAR TREE INC COM   2019-08-12 2020-09-23
17. DOMINION ENERGY INC COM   2019-08-20 2020-11-03
3. DORMAN PRODS INC COM   2014-04-16 2020-07-22
26. DORMAN PRODS INC COM   2014-04-15 2020-07-22
14. DOVER CORPORATION   2014-07-28 2020-07-07
36.667 DOW INC COM   2019-04-30 2020-04-02
22.333 DOW INC COM   2016-10-18 2020-04-02
81. DOW INC COM   2019-05-14 2020-04-02
5.667 DOW INC COM   2016-03-18 2020-04-02
36.333 DOW INC COM   2016-02-12 2020-04-02
1. ENI SPA SPONSORED ADR   2018-07-24 2020-03-25
1. ENI SPA SPONSORED ADR   2017-10-27 2020-03-25
28. ENI SPA SPONSORED ADR   2017-05-04 2020-03-25
9. ENI SPA SPONSORED ADR   2019-12-11 2020-03-25
37. ENI SPA SPONSORED ADR   2016-04-13 2020-03-25
14. ENI SPA SPONSORED ADR   2019-12-10 2020-03-25
45. ENI SPA SPONSORED ADR   2019-12-10 2020-05-07
141. EOG RESOURCES INC   2020-01-10 2020-11-03
14. EQT CORP COM   2018-10-25 2020-04-23
8. EQT CORP COM   2018-11-26 2020-04-23
3. EQT CORP COM   2018-11-26 2020-09-23
16. EQT CORP COM   2018-11-16 2020-09-23
16. EQT CORP COM   2018-11-20 2020-09-23
31. EQT CORP COM   2019-07-24 2020-09-23
7. E TRADE FINL CORP NEW COM   2018-10-01 2020-01-15
5. E TRADE FINL CORP NEW COM   2019-07-25 2020-01-15
3. E TRADE FINL CORP NEW COM   2019-07-25 2020-03-16
7. E TRADE FINL CORP NEW COM   2019-04-01 2020-03-16
4. E TRADE FINL CORP NEW COM   2019-01-14 2020-03-16
1. E TRADE FINL CORP NEW COM   2019-01-14 2020-03-24
7. E TRADE FINL CORP NEW COM   2019-08-08 2020-03-24
2. E TRADE FINL CORP NEW COM   2019-08-08 2020-03-30
9. E TRADE FINL CORP NEW COM   2017-05-30 2020-03-30
77. EAST WEST BANCORP INC COM   2014-08-21 2020-01-23
59. EAST WEST BANCORP INC COM   2014-08-21 2020-03-04
20. EASTMAN CHEMICAL COMPANY   2013-06-28 2020-07-07
23. EATON VANCE CORP COM NON VTG   2013-06-28 2020-07-07
3. EBAY INC   2020-02-06 2020-07-01
6. EBAY INC   2020-02-06 2020-07-07
6. EBAY INC   2020-02-06 2020-07-13
1. EBAY INC   2020-02-06 2020-09-23
8. EBAY INC   2020-03-02 2020-09-23
10. EBAY INC   2020-03-18 2020-09-23
34. EBAY INC   2020-07-21 2020-11-03
6. EBAY INC   2020-09-15 2020-11-03
8. EBAY INC   2020-09-15 2020-11-03
37. EDWARDS LIFESCIENCES CORP   2019-09-04 2020-01-10
25. EDWARDS LIFESCIENCES CORP   2015-08-26 2020-01-10
84. EDWARDS LIFESCIENCES CORP   2015-09-08 2020-01-10
74. EDWARDS LIFESCIENCES CORP   2015-09-29 2020-01-10
23. EMERGENT BIOSOLUTIONS INC COM   2018-09-07 2020-04-27
27. EMERGENT BIOSOLUTIONS INC COM   2019-12-16 2020-04-27
151. ENBRIDGE INC   2017-03-17 2020-03-25
20. ENBRIDGE INC   2017-05-04 2020-03-25
2. ENBRIDGE INC   2017-10-27 2020-03-25
1. ENBRIDGE INC   2018-07-24 2020-03-25
300. ENEL SOCIETA PER AZIONI ADR COM   2020-03-06 2020-05-07
80. ENGIE SPONSORED ADR   2019-05-13 2020-05-07
113. ENGIE SPONSORED ADR   2020-02-21 2020-05-07
37. ENSIGN GROUP INC COM   2020-04-28 2020-07-22
43. ENSIGN GROUP INC COM   2020-04-27 2020-07-22
40. EPAM SYS INC COM   2019-11-25 2020-01-10
135. EPAM SYS INC COM   2019-03-26 2020-01-10
88. EPAM SYS INC COM   2019-05-28 2020-01-10
6. EPAM SYS INC COM   2017-04-24 2020-07-07
2. EPAM SYS INC COM   2017-02-28 2020-07-07
2. EQUIFAX INC   2020-11-03 2020-11-18
6. EQUINOR ASA SPONSORED ADR   2019-01-28 2020-05-07
70. EQUINOR ASA SPONSORED ADR   2020-02-21 2020-05-07
481. ERICSSON L M TEL CO ADR CL B   2019-04-26 2020-04-28
38. ERICSSON L M TEL CO ADR CL B   2019-04-26 2020-04-29
248. ERICSSON L M TEL CO ADR CL B   2019-09-10 2020-04-29
9. ETSY INC COM   2019-02-08 2020-01-23
21. ETSY INC COM   2019-09-09 2020-01-23
16. ETSY INC COM   2018-09-24 2020-01-23
87. ETSY INC COM   2018-09-24 2020-03-19
31. ETSY INC COM   2018-10-23 2020-03-19
12. EURONET WORLDWIDE INC COM   2015-10-22 2020-07-07
2. EURONET WORLDWIDE INC COM   2020-05-01 2020-09-23
14. EVERSOURCE ENERGY COM   2018-08-21 2020-11-03
2. EVERSOURCE ENERGY COM   2015-09-29 2020-11-03
7. EVERSOURCE ENERGY COM   2015-09-28 2020-11-03
246. EVOLENT HEALTH INC COM   2017-06-23 2020-05-04
171. EVOLENT HEALTH INC COM   2017-12-08 2020-05-04
5. EXLSERVICE HLDGS INC COM   2020-04-27 2020-06-08
5. EXLSERVICE HLDGS INC COM   2017-06-09 2020-07-22
36. EXLSERVICE HLDGS INC COM   2016-12-08 2020-07-22
5. EXPEDIA GROUP INC NEW COM   2017-05-30 2020-01-15
3.04 EXPEDIA GROUP INC NEW COM   2017-05-30 2020-02-19
3.96 EXPEDIA GROUP INC NEW COM   2019-10-11 2020-02-19
5.04 EXPEDIA GROUP INC NEW COM   2019-10-11 2020-09-14
1.96 EXPEDIA GROUP INC NEW COM   2019-10-17 2020-09-14
1.04 EXPEDIA GROUP INC NEW COM   2019-10-17 2020-09-23
3.96 EXPEDIA GROUP INC NEW COM   2018-02-13 2020-09-23
8. EXPONENT INC COM   2017-06-09 2020-07-22
53. EXPONENT INC COM   2016-11-03 2020-07-22
10. EXTRA SPACE STORAGE INC REITS   2020-04-03 2020-11-03
3. EXTRA SPACE STORAGE INC REITS   2020-04-02 2020-11-03
23. EXXON MOBIL CORPORATION   2015-09-28 2020-01-21
11. EXXON MOBIL CORPORATION   2010-03-17 2020-01-21
86. EXXON MOBIL CORPORATION   2010-02-23 2020-01-21
182. EXXON MOBIL CORPORATION   2010-02-23 2020-01-21
111. FACEBOOK INC CL A COM   2013-08-20 2020-01-10
203. FACEBOOK INC CL A COM   2013-08-20 2020-11-03
20. FASTENAL CO COM   2014-03-05 2020-07-07
6. FASTENAL CO COM   2016-12-06 2020-07-07
42. FEDERAL SIGNAL CORPORATION   2018-11-21 2020-04-08
200. FERGUSON PLC SPONSORED ADR NEW APRIL   2013-08-13 2020-05-07
122. FIDELITY NATL INFORMATION SVCS INC COM   2020-04-29 2020-11-03
14. FIDELITY NATL INFORMATION SVCS INC COM   2020-09-15 2020-11-03
10. FNF GROUP COM   2020-01-15 2020-09-23
11. FNF GROUP COM   2018-10-19 2020-09-23
22. FNF GROUP COM   2017-05-30 2020-09-23
2. FIRST REP BK SAN FRANCISCO CA NEW COM   2020-09-23 2020-11-03
10. FISERV INCORPORATED   2019-11-01 2020-03-19
21. FISERV INCORPORATED   2014-12-08 2020-03-19
16. FISERV INCORPORATED   2014-12-08 2020-04-06
85. FISERV INCORPORATED   2014-12-08 2020-05-19
9. FIRSTENERGY CORP   2020-01-15 2020-02-04
6. FIRSTENERGY CORP   2017-05-30 2020-02-04
5. FIRSTENERGY CORP   2017-05-30 2020-02-10
17. FIRSTENERGY CORP   2020-05-06 2020-09-23
10. FIRSTENERGY CORP   2020-07-07 2020-09-23
29. FIRSTENERGY CORP   2017-05-30 2020-09-23
13. FIVE BELOW INC COM   2019-09-10 2020-05-27
4. FIVE BELOW INC COM   2019-11-15 2020-05-27
12. FIVE BELOW INC COM   2019-11-15 2020-05-27
12. FIVE BELOW INC COM   2019-10-10 2020-07-07
77. FIVE BELOW INC COM   2020-03-23 2020-07-22
1. FIVE BELOW INC COM   2020-03-23 2020-11-23
39. FIVE BELOW INC COM   2014-04-15 2020-11-23
65. FIVE9 INC COM   2019-06-18 2020-07-22
2. FLEETCOR TECHNOLOGIES INC COM   2020-08-11 2020-09-23
2. FLEETCOR TECHNOLOGIES INC COM   2020-04-02 2020-09-23
93. FLOOR & DECOR HLDGS INC CL A COM   2018-01-04 2020-07-22
10. FOOT LOCKER INC COM   2018-01-26 2020-05-06
4. FOOT LOCKER INC COM   2019-05-28 2020-05-06
14. FOOT LOCKER INC COM   2019-05-28 2020-06-26
8. FOOT LOCKER INC COM   2018-03-12 2020-06-26
7. FOOT LOCKER INC COM   2019-11-25 2020-06-26
15. FOX CORP CL A COM   2019-07-05 2020-09-23
8. FOX CORP CL A COM   2019-07-17 2020-09-23
8. FOX CORP CL A COM   2019-08-08 2020-09-23
14. FOX CORP CL A COM   2019-10-03 2020-09-23
17. FOX CORP CL A COM   2020-08-11 2020-09-23
23. FRANKLIN RES INC COM   2020-01-29 2020-06-25
55. FRESHPET INC COM   2016-04-28 2020-02-04
16. FRESHPET INC COM   2016-04-28 2020-07-22
37. FRESHPET INC COM   2016-04-29 2020-07-22
15. GATX CORP   2013-12-11 2020-07-07
34. GEA GROUP AG SPONSORED ADR   2018-01-08 2020-05-07
35. GEA GROUP AG SPONSORED ADR   2017-10-05 2020-05-07
3. GCI LIBERTY INC CL A COM   2020-03-16 2020-09-23
5. GCI LIBERTY INC CL A COM   2018-08-28 2020-09-23
17. GALLAGHER ARTHUR J & CO   2018-07-27 2020-07-07
10. GAMING & LEISURE PPTYS INC COM   2019-12-11 2020-01-30
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6.074 GAMING & LEISURE PPTYS INC COM   2019-09-06 2020-09-23
.462 GAMING & LEISURE PPTYS INC COM   2019-09-06 2020-09-23
9. GAMING & LEISURE PPTYS INC COM   2019-10-04 2020-09-23
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15. GAMING & LEISURE PPTYS INC COM   2018-09-12 2020-09-23
6. GAMING & LEISURE PPTYS INC COM   2018-12-26 2020-09-23
.462 GAMING & LEISURE PPTYS INC COM   2019-09-08 2020-10-06
5. GARTNER GROUP INC NEW CL A   2019-06-28 2019-12-19
16. GARTNER GROUP INC NEW CL A   2014-08-21 2019-12-19
6. GARTNER GROUP INC NEW CL A   2014-08-21 2020-03-16
31. GARTNER GROUP INC NEW CL A   2014-09-26 2020-03-16
2. GARTNER GROUP INC NEW CL A   2020-09-23 2020-11-03
13. GENERAC HLDGS INC COM   2020-06-23 2020-07-07
11. GENERAC HLDGS INC COM   2020-06-23 2020-08-10
17. GENERAC HLDGS INC COM   2020-03-04 2020-08-10
5. GENERAL DYNAMICS CORP   2015-08-17 2019-12-10
45. GENERAL DYNAMICS CORP   2015-08-14 2019-12-10
5. GENERAL DYNAMICS CORP   2015-08-14 2019-12-11
27. GENERAL DYNAMICS CORP   2015-11-20 2019-12-11
18. GENERAL DYNAMICS CORP   2016-07-22 2019-12-11
9. GENERAL DYNAMICS CORP   2016-07-25 2019-12-11
7. GENERAL DYNAMICS CORP   2013-06-28 2020-07-07
4. GENERAL MILLS INC   2018-11-30 2019-12-04
5. GENERAL MILLS INC   2018-12-06 2020-02-21
1. GENERAL MILLS INC   2018-12-06 2020-03-05
5. GENERAL MILLS INC   2018-12-11 2020-03-05
3. GENERAL MILLS INC   2018-12-11 2020-03-27
7. GENERAL MILLS INC   2018-12-17 2020-03-27
142. GENERAL MTRS CO COM   2018-04-17 2019-12-27
29. GENERAL MTRS CO COM   2018-09-04 2019-12-27
90. GENTEX CORP   2013-07-30 2020-07-22
79. GENTEX CORP   2008-10-08 2020-07-22
32. GENMAB A/S SPONSORED ADR   2018-02-23 2020-05-07
7. GENMAB A/S SPONSORED ADR   2018-02-23 2020-06-09
106. GENMAB A/S SPONSORED ADR   2018-02-23 2020-06-10
21. GILEAD SCIENCES INC   2018-04-17 2020-11-03
2. GLOBAL PMTS INC COM   2016-04-07 2020-03-04
6. GLOBAL PMTS INC COM   2018-07-11 2020-03-19
3. GLOBAL PMTS INC COM   2018-02-23 2020-03-19
24. GLOBAL PMTS INC COM   2016-04-07 2020-04-20
12. GLOBAL PMTS INC COM   2012-01-04 2020-04-20
11. GLOBAL PMTS INC COM   2012-01-04 2020-05-28
27. GLOBAL PMTS INC COM   2018-02-23 2020-06-23
19. GLOBAL PMTS INC COM   2018-03-06 2020-06-23
11. GLOBAL PMTS INC COM   2018-03-28 2020-06-23
13. GLOBAL PMTS INC COM   2012-01-04 2020-07-07
6. GLOBAL PMTS INC COM   2013-06-28 2020-07-07
26. GOOSEHEAD INS INC COM CL A   2020-03-23 2020-07-22
18. GRACO INC   2016-04-01 2020-07-07
4. GRACO INC   2016-02-04 2020-07-07
10. GRAND CANYON ED INC COM   2019-08-09 2020-03-30
1. GRAND CANYON ED INC COM   2019-07-26 2020-03-30
11. GRAND CANYON ED INC COM   2019-07-26 2020-06-29
7. GRAND CANYON ED INC COM   2019-06-12 2020-06-29
35. GRAND CANYON ED INC COM   2019-06-11 2020-06-29
11. GRAND CANYON ED INC COM   2019-06-28 2020-06-29
63. GRAND CANYON ED INC COM   2019-11-18 2020-07-22
6. GRAND CANYON ED INC COM   2010-11-02 2020-07-22
2. HDFC BANK LTD ADR   2018-07-24 2020-05-07
34. HDFC BANK LTD ADR   2016-12-13 2020-05-07
18. HDFC BANK LTD ADR   2016-12-20 2020-05-07
7. HD SUPPLY HLDGS INC COM   2019-11-08 2020-09-23
7. HD SUPPLY HLDGS INC COM   2019-10-29 2020-09-23
14. HD SUPPLY HLDGS INC COM   2019-10-21 2020-09-23
8. HD SUPPLY HLDGS INC COM   2019-12-18 2020-09-23
12. HD SUPPLY HLDGS INC COM   2020-04-01 2020-09-23
4686.885 HARTFORD MUT FDS II INC SCHRODERS EMERGING MKTS   2014-03-20 2020-04-09
10. HEALTHCARE SVCS GROUP INC COM   2017-06-09 2020-07-22
79. HEALTHCARE SVCS GROUP INC COM   2018-04-13 2020-07-22
32. HEALTHCARE SVCS GROUP INC COM   2015-06-24 2020-07-22
32. HEALTHCARE SVCS GROUP INC COM   2015-06-25 2020-07-22
14. HEALTHCARE SVCS GROUP INC COM   2014-04-25 2020-07-22
22. HEALTHCARE SVCS GROUP INC COM   2014-04-29 2020-07-22
6. HEALTHSTREAM INC   2017-06-09 2020-01-28
38. HEALTHSTREAM INC   2015-05-27 2020-01-28
19. HEALTHSTREAM INC   2015-05-26 2020-01-28
53. HEALTHSTREAM INC   2015-05-26 2020-01-29
27. HEALTHSTREAM INC   2016-11-15 2020-01-29
40. HEALTHSTREAM INC   2016-11-14 2020-01-29
4. HEALTHSTREAM INC   2016-11-16 2020-01-29
28. HEALTHSTREAM INC   2015-11-17 2020-01-29
65. HEALTHSTREAM INC   2015-11-17 2020-01-30
78. HEALTH CATALYST INC COM   2020-07-13 2020-07-22
6. HEICO CORP NEW   2020-03-04 2020-07-07
4. HENRY JACK & ASSOC INC COM   2020-04-07 2020-07-07
176. HERSHA HOSPITALITY TR REITS   2018-09-10 2020-03-17
73. HERSHA HOSPITALITY TR REITS   2018-09-11 2020-03-17
106. HERSHA HOSPITALITY TR REITS   2018-09-11 2020-03-18
10. HERSHA HOSPITALITY TR REITS   2018-09-12 2020-03-18
11. HERSHEY FOODS CORP   2018-10-16 2020-11-03
3. HESKA CORP RESTRICTED NEW COM   2017-06-09 2020-07-22
32. HESKA CORP RESTRICTED NEW COM   2018-03-26 2020-07-22
21. HEXAGON AB UNSPONSORED ADR   2020-02-18 2020-05-07
33. HITACHI LTD ADR 40 NEW ADR 10 COM   2019-12-18 2020-05-07
25. HITACHI LTD ADR 40 NEW ADR 10 COM   2013-12-18 2020-05-07
8. HITACHI LTD ADR 40 NEW ADR 10 COM   2014-04-01 2020-05-07
1. HITACHI LTD ADR 40 NEW ADR 10 COM   2014-04-01 2020-05-07
14. HOLLYFRONTIER CORP COM   2020-02-21 2020-09-23
10. HOLLYFRONTIER CORP COM   2020-03-04 2020-09-23
53. HOME DEPOT INC   2020-01-10 2020-11-03
7. HOME DEPOT INC   2019-12-27 2020-11-03
4. HOME DEPOT INC   2019-06-25 2020-11-03
16. HOME DEPOT INC   2008-12-02 2020-11-03
31. HONEYWELL INTERNATIONAL INC   2011-09-06 2020-11-03
25. HOULIHAN LOKEY INC CL A COM   2018-07-17 2020-07-07
11. HUNT J B TRANSPORT SERVICES INC COM   2020-04-15 2020-07-07
9. IDEX CORP   2019-01-08 2020-07-07
129. IDEX CORP   2020-01-10 2020-11-03
71. IDEX CORP   2020-04-29 2020-11-03
25. IDEX CORP   2020-05-01 2020-11-03
15. IDEX CORP   2019-01-08 2020-11-06
1. IDEX CORP   2018-11-05 2020-11-06
7. IDEXX LABS INC   2020-06-25 2020-07-07
95. ILLINOIS TOOL WORKS INCORPORATED   2020-04-29 2020-06-19
15. ILLINOIS TOOL WORKS INCORPORATED   2020-05-13 2020-06-19
25. ILLUMINA INC   2019-12-03 2020-01-10
13. ILLUMINA INC   2018-06-14 2020-01-10
82. ILLUMINA INC   2018-05-30 2020-01-10
40. INFORMA PLC NEW SPONSORED ADR   2013-08-13 2020-05-07
24. INFORMA PLC NEW SPONSORED ADR   2017-05-04 2020-05-07
6. INFORMA PLC NEW SPONSORED ADR   2019-01-28 2020-05-07
13.236 INGERSOLL RAND INC COM   2019-01-09 2020-03-17
30.884 INGERSOLL RAND INC COM   2017-07-11 2020-03-17
15.88 INGERSOLL RAND INC COM   2016-11-15 2020-03-17
46.77 INGERSOLL RAND INC COM   2016-11-15 2020-03-18
24.23 INGERSOLL RAND INC COM   2016-11-16 2020-03-18
.418 INGERSOLL RAND INC COM   2020-01-10 2020-04-13
.477 INGERSOLL RAND INC COM   2016-11-16 2020-04-13
124. INGERSOLL RAND INC COM   2020-01-10 2020-04-29
161. INGERSOLL RAND INC COM   2019-04-29 2020-06-18
10. INOGEN INC COM   2019-06-07 2020-07-22
20. INOGEN INC COM   2019-06-06 2020-07-22
155. INOVALON HLDGS INC CL A   2020-01-29 2020-07-22
23. INOVALON HLDGS INC CL A   2020-01-28 2020-07-22
5. INSULET CORP COM   2020-06-22 2020-07-07
6. INSULET CORP COM   2019-02-26 2020-07-07
67. INTEL CORPORATION   2018-08-21 2020-01-21
14. INTEL CORPORATION   2018-08-21 2020-07-30
132. INTEL CORPORATION   2017-11-14 2020-07-30
29. INTEL CORPORATION   2009-12-15 2020-07-30
135. INTEL CORPORATION   2009-04-24 2020-07-30
43. INTEL CORPORATION   2009-02-06 2020-07-30
37. INTEL CORPORATION   2009-02-06 2020-08-18
21. INTEL CORPORATION   2009-02-06 2020-08-18
97. INTEL CORPORATION   2009-01-28 2020-08-18
13. INTEL CORPORATION   2009-01-28 2020-08-18
2. INTERCONTINENTAL EXCHANGE INC COM   2013-06-28 2020-03-04
13. INTERCONTINENTAL EXCHANGE INC COM   2013-06-28 2020-05-28
32. INTERCONTINENTAL EXCHANGE INC COM   2013-06-28 2020-07-07
297. INTERCONTINENTAL EXCHANGE INC COM   2020-01-10 2020-11-03
38. INTERNATIONAL BUSINESS MACHS   2018-04-17 2020-11-03
91. INTESA SANPAOLO SPONSORED ADR   2015-12-18 2020-05-07
133. INTESA SANPAOLO SPONSORED ADR   2015-02-13 2020-05-07
14. INTUIT INC   2013-06-28 2020-06-05
5. INTUIT INC   2013-06-28 2020-07-07
8. INTUIT INC   2013-06-28 2020-08-06
685. ISHARES MSCI PACIFIC EX-JAPAN ETF   2008-02-28 2020-03-23
835. ISHARES MSCI PACIFIC EX-JAPAN ETF   2008-02-28 2020-08-20
200. ISHARES MSCI PACIFIC EX-JAPAN ETF   2018-12-28 2020-08-20
720. ISHARES MSCI EMERGING MKTS INDEX FUND   2010-03-17 2020-04-09
805. ISHARES MSCI EMERGING MKTS INDEX FUND   2018-12-28 2020-04-09
420. ISHR MSCI EAFE INDEX FUND   2017-11-22 2020-11-20
845. ISHR MSCI EAFE INDEX FUND   2018-03-01 2020-11-20
425. ISHR MSCI EAFE INDEX FUND   2020-08-05 2020-11-20
2085. ISHARES S&P EUROPE 350 INDEX FUND   2020-08-20 2020-10-26
6. JBG SMITH PPTYS REITS   2018-01-03 2020-09-23
15. JBG SMITH PPTYS REITS   2017-12-14 2020-09-23
7. JBG SMITH PPTYS REITS   2017-12-20 2020-09-23
9. JBG SMITH PPTYS REITS   2018-01-05 2020-09-23
9. JBG SMITH PPTYS REITS   2018-01-16 2020-09-23
17. JBG SMITH PPTYS REITS   2020-08-26 2020-09-23
32. J P MORGAN CHASE & CO COM   2019-06-25 2020-11-03
38. J P MORGAN CHASE & CO COM   2020-05-13 2020-11-03
19. J P MORGAN CHASE & CO COM   2014-01-14 2020-11-03
502. JACOBS ENGR GROUP INC   2020-01-10 2020-11-03
1. JEFFERIES FINL GROUP INC COM   2018-07-25 2020-05-07
11. JEFFERIES FINL GROUP INC COM   2018-10-05 2020-05-07
24. JEFFERIES FINL GROUP INC COM   2018-07-12 2020-05-07
2. JEFFERIES FINL GROUP INC COM   2018-09-25 2020-05-07
12. JEFFERIES FINL GROUP INC COM   2018-09-25 2020-06-26
25. JEFFERIES FINL GROUP INC COM   2018-12-10 2020-06-26
13. JEFFERIES FINL GROUP INC COM   2018-12-13 2020-06-26
31. JETBLUE AWYS CORP COM   2019-02-27 2020-03-19
18. JETBLUE AWYS CORP COM   2019-03-07 2020-03-19
18. JETBLUE AWYS CORP COM   2019-03-25 2020-03-19
62. JOHNSON & JOHNSON   2020-01-10 2020-11-03
25. JOHNSON & JOHNSON   2020-03-20 2020-11-03
17. JOHNSON & JOHNSON   2015-06-29 2020-11-03
15. KBC GROUP NV UNSPONSORED ADR   2017-07-27 2020-05-07
7. KBC GROUP NV UNSPONSORED ADR   2018-07-24 2020-05-07
26. KBC GROUP NV UNSPONSORED ADR   2017-05-04 2020-05-07
18. KBC GROUP NV UNSPONSORED ADR   2019-12-11 2020-05-07
10. KLA-TENCOR CORP COM   2019-02-19 2020-11-03
4. KLA-TENCOR CORP COM   2017-06-18 2020-11-03
5. KLA-TENCOR CORP COM   2017-10-11 2020-11-03
4. KLA-TENCOR CORP COM   2017-10-10 2020-11-03
11. KADANT INC COM   2020-05-12 2020-07-22
14. KADANT INC COM   2020-05-06 2020-07-22
92. KAO CORP UNSPONSORED ADR REPSTG 1/5TH COM   2019-10-10 2020-04-02
91. KAO CORP UNSPONSORED ADR REPSTG 1/5TH COM   2019-10-10 2020-05-07
57. KAO CORP UNSPONSORED ADR REPSTG 1/5TH COM   2019-08-20 2020-05-07
122. KDDI CORP ADR   2017-12-08 2020-05-07
6. KDDI CORP ADR   2018-07-24 2020-05-07
35. KDDI CORP ADR   2018-05-23 2020-05-07
59. KEYCORP NEW   2013-06-28 2020-07-07
376. KEYSIGHT TECHNOLOGIES INC COM   2018-11-01 2020-01-10
38. KEYSIGHT TECHNOLOGIES INC COM   2016-12-12 2020-04-22
23. KEYSIGHT TECHNOLOGIES INC COM   2016-12-12 2020-07-07
14. KEYSIGHT TECHNOLOGIES INC COM   2019-08-22 2020-07-07
18. KIMBERLY CLARK CORP COM   2019-10-29 2020-11-03
237. KNOLL INC NEW COM   2017-05-11 2020-05-18
64. KNOLL INC NEW COM   2017-05-12 2020-05-18
23. KNOLL INC NEW COM   2017-06-16 2020-05-18
8. KNIGHT-SWIFT TRANSN HLDGS INC CL A COM   2017-06-09 2020-01-28
184. KNIGHT-SWIFT TRANSN HLDGS INC CL A COM   2017-03-31 2020-01-28
38. KNORR-BREMSE AG UNSPONSORED ADR   2020-02-21 2020-05-07
19. KOMATSU LTD SPON ADR NEW   2017-05-04 2020-02-13
94. KOMATSU LTD SPON ADR NEW   2019-01-25 2020-02-13
13. KOMATSU LTD SPON ADR NEW   2019-01-28 2020-02-13
33. KOMATSU LTD SPON ADR NEW   2013-10-02 2020-02-13
177. KOMATSU LTD SPON ADR NEW   2013-08-13 2020-02-13
59. KOMATSU LTD SPON ADR NEW   2013-12-12 2020-02-13
4. KRAFT HEINZ CORP COM   2019-08-08 2020-09-23
18. KRAFT HEINZ CORP COM   2020-02-19 2020-09-23
11. KRAFT HEINZ CORP COM   2019-08-12 2020-09-23
11. KRAFT HEINZ CORP COM   2019-08-19 2020-09-23
36. KUBOTA LTD SPONSORED ADR   2017-10-05 2020-05-07
3. KUBOTA LTD SPONSORED ADR   2018-07-24 2020-05-07
9. KUBOTA LTD SPONSORED ADR   2017-05-04 2020-05-07
19. L BRANDS INC COM   2019-03-01 2020-02-21
4. L BRANDS INC COM   2019-04-16 2020-02-21
10. L BRANDS INC COM   2019-04-16 2020-03-24
14. L BRANDS INC COM   2019-09-09 2020-03-24
13. LKQ CORP   2018-04-06 2020-09-23
18. LKQ CORP   2018-09-20 2020-09-23
12. LKQ CORP   2018-04-26 2020-09-23
8. LKQ CORP   2018-05-01 2020-09-23
14. LKQ CORP   2014-08-06 2020-09-23
27. L OREAL COMPANY ADR   2015-05-04 2020-04-28
28. L OREAL COMPANY ADR   2015-05-04 2020-05-07
33. L OREAL COMPANY ADR   2015-05-04 2020-06-05
4. L OREAL COMPANY ADR   2015-07-30 2020-06-05
49. L OREAL COMPANY ADR   2014-06-19 2020-06-05
32. LUMH MOET HENNESSY LOUIS VUITTON   2020-01-23 2020-05-07
4. LABORATORY CORP AMER HLDGS COM NEW   2017-05-30 2020-04-28
7. LABORATORY CORP AMER HLDGS COM NEW   2015-02-01 2020-07-07
1. LABORATORY CORP AMER HLDGS COM NEW   2015-05-15 2020-07-07
1. LABORATORY CORP AMER HLDGS COM NEW   2017-05-30 2020-07-21
2. LABORATORY CORP AMER HLDGS COM NEW   2019-01-10 2020-07-21
1. LABORATORY CORP AMER HLDGS COM NEW   2018-12-18 2020-07-27
5. LABORATORY CORP AMER HLDGS COM NEW   2018-12-18 2020-09-23
12. LAM RESEARCH CORP   2019-04-30 2020-11-03
6. LAM RESEARCH CORP   2018-11-13 2020-11-03
20. LAMB WESTON HLDGS INC COM   2019-03-18 2020-07-07
107. ESTEE LAUDER COMPANIES CL A   2020-01-10 2020-11-03
3. LEIDOS HLDGS INC COM   2020-09-03 2020-09-23
282. LEIDOS HLDGS INC COM   2020-01-10 2020-11-03
26. LEIDOS HLDGS INC COM   2020-04-30 2020-11-03
4. LIBERTY MEDIA CORP DEL PUR CL C RT EXPIRES 06/02/20   2020-05-20 2020-06-01
18. LIBERTY MEDIA CORP DEL SIRIUSXM SER C COM   2017-05-30 2020-09-23
11. LIBERTY MEDIA CORP DEL SIRIUSXM SER C COM   2019-07-24 2020-09-23
7. LILLY ELI & COMPANY   2019-12-11 2020-11-03
5. LILLY ELI & COMPANY   2019-12-10 2020-11-03
9. LILLY ELI & COMPANY   2019-08-20 2020-11-03
21. LITTELFUSE INC COM   2018-02-28 2020-03-04
10. LITTELFUSE INC COM   2018-05-02 2020-03-04
828. LLOYDS TSB GROUP PLC SPONSORED ADR   2020-01-06 2020-03-03
960. LLOYDS TSB GROUP PLC SPONSORED ADR   2020-01-06 2020-03-04
17. LOCKHEED MARTIN CORPORATION   2019-12-27 2020-11-03
1. LOCKHEED MARTIN CORPORATION   2018-02-07 2020-11-03
10. LOEWS CORP   2019-12-11 2020-09-23
31. LOEWS CORP   2017-05-30 2020-09-23
7. LOEWS CORP   2017-09-06 2020-09-23
41. LONZA GROUP AG UNSPON ADR   2019-06-12 2020-05-07
25. LONZA GROUP AG UNSPON ADR   2019-06-12 2020-05-29
12. LONZA GROUP AG UNSPON ADR   2019-04-10 2020-05-29
53. LULULEMON ATHLETICA INC COM   2019-08-09 2020-01-10
52. LULULEMON ATHLETICA INC COM   2019-03-06 2020-01-10
221. LULULEMON ATHLETICA INC COM   2019-01-03 2020-01-10
17. M & T BANK CORPORATION   2019-01-22 2020-03-17
26. M & T BANK CORPORATION   2019-01-22 2020-03-18
25. M & T BANK CORPORATION   2019-06-25 2020-03-18
133. MSCI INC COM CL A   2019-10-03 2020-01-10
33. MAKITA ELEC WKS LTD ADR NEW CUSIP NO: 560877-30-0   2019-12-30 2020-05-07
13. MAKITA ELEC WKS LTD ADR NEW CUSIP NO: 560877-30-0   2013-08-13 2020-05-07
20. MALIBU BOATS INC COM CL A   2020-05-13 2020-05-21
7. MALIBU BOATS INC COM CL A   2017-12-07 2020-05-21
23. MALIBU BOATS INC COM CL A   2017-12-05 2020-05-21
5. MARKETAXESS HLDGS INC COM   2020-03-04 2020-07-07
3. MARKETAXESS HLDGS INC COM   2020-03-04 2020-11-06
1. MARKETAXESS HLDGS INC COM   2016-12-15 2020-11-06
38. MARSH & MCLENNAN COS INC   2012-10-12 2020-11-03
11. MASCO CORPORATION   2013-12-02 2020-03-04
45. MASCO CORPORATION   2013-12-02 2020-07-07
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22. AXALTA COATING SYSTEMS LTD COM   2020-07-30 2020-09-23
5. ACCENTURE PLC CL A COM   2017-03-08 2020-01-02
8. ACCENTURE PLC CL A COM   2017-03-08 2020-01-03
1. ACCENTURE PLC CL A COM   2017-05-04 2020-01-03
10. ACCENTURE PLC CL A COM   2017-05-04 2020-05-07
4. ACCENTURE PLC CL A COM   2017-04-20 2020-05-07
226. ACCENTURE PLC CL A COM   2020-01-10 2020-11-03
17. ACCENTURE PLC CL A COM   2019-06-25 2020-11-03
21. EATON CORP PLC COM   2020-03-03 2020-11-03
12. FABRINET COM   2017-06-16 2020-04-27
36. FABRINET COM   2017-05-11 2020-04-27
14. HELEN OF TROY LTD NEW COM   2017-05-11 2020-09-16
14. ICON PLC COM   2019-03-18 2020-07-07
4. JAZZ PHARMACEUTICALS PLC COM   2018-06-22 2020-07-07
4. JAZZ PHARMACEUTICALS PLC COM   2018-06-22 2020-07-07
1. JAZZ PHARMACEUTICALS PLC COM   2018-06-09 2020-09-23
3. JAZZ PHARMACEUTICALS PLC COM   2018-05-28 2020-09-23
4. JAZZ PHARMACEUTICALS PLC COM   2020-04-16 2020-09-23
6. LINDE PLC COM   2020-03-20 2020-05-07
4. MEDTRONIC PLC COM   2017-05-04 2020-03-20
4. MEDTRONIC PLC COM   2017-05-24 2020-03-20
24. MEDTRONIC PLC COM   2017-06-12 2020-03-20
22. MEDTRONIC PLC COM   2017-06-12 2020-03-20
5. MEDTRONIC PLC COM   2019-01-28 2020-03-20
8. MEDTRONIC PLC COM   2017-05-04 2020-05-07
20. MEDTRONIC PLC COM   2017-03-02 2020-05-07
14. MEDTRONIC PLC COM   2019-12-11 2020-11-03
8. MEDTRONIC PLC COM   2019-12-10 2020-11-03
11. MEDTRONIC PLC COM   2019-08-20 2020-11-03
7. RENAISSANCERE HOLDINGS LTD COM   2013-12-02 2020-07-07
39. SENSATA TECHNOLOGIES HLDG PLC COM   2019-07-17 2020-07-07
141. TRANE TECH PUB LTD CO COM   2020-01-10 2020-11-03
13. TRANE TECH PUB LTD CO COM   2020-03-17 2020-11-03
28. TRANE TECH PUB LTD CO COM   2020-03-18 2020-11-03
2. WILLIS TOWERS WATSON PUB LTD CO   2018-08-03 2020-03-17
3. WILLIS TOWERS WATSON PUB LTD CO   2017-05-30 2020-03-23
2. WILLIS TOWERS WATSON PUB LTD CO   2017-05-30 2020-03-30
2. WILLIS TOWERS WATSON PUB LTD CO   2018-09-27 2020-03-30
10. PERRIGO CO COM   2019-04-17 2020-01-15
1. PERRIGO CO COM   2019-04-17 2020-03-27
6. PERRIGO CO COM   2019-05-01 2020-03-27
8. PERRIGO CO COM   2019-06-21 2020-03-27
.2 ALCON INC COM   2019-01-28 2020-05-07
2. ALCON INC COM   2017-11-17 2020-05-07
1. ALCON INC COM   2017-05-04 2020-05-07
6.8 ALCON INC COM   2018-11-21 2020-05-07
2.4 ALCON INC COM   2017-05-04 2020-06-02
.8 ALCON INC COM   2013-10-02 2020-06-02
12.8 ALCON INC COM   2003-08-21 2020-06-02
18. ALCON INC COM   2003-08-21 2020-06-03
4. ALCON INC COM   2020-04-27 2020-09-23
4. ALCON INC COM   2020-04-23 2020-09-23
6.8 ALCON INC COM   2018-10-23 2020-09-23
1.2 ALCON INC COM   2020-04-08 2020-09-23
23. CHUBB LTD COM   2014-09-25 2020-11-03
5. CHUBB LTD COM   2015-06-29 2020-11-03
6. UBS GROUP AG COM   2015-07-30 2020-05-07
51. UBS GROUP AG COM   2014-01-07 2020-05-07
108. UBS GROUP AG COM   2015-12-17 2020-05-07
95. UBS GROUP AG COM   2013-12-12 2020-05-07
9. UBS GROUP AG COM   2017-07-26 2020-05-07
14. TE CONNECTIVITY LTD COM   2020-06-09 2020-11-03
51. GLOBANT SA COM   2018-06-18 2020-07-22
21. GLOBANT SA COM   2017-06-30 2020-07-22
75. KORNIT DIGITAL LTD COM   2020-02-04 2020-07-22
5. AERCAP HOLDINGS NV COM   2017-06-27 2020-09-23
28. AERCAP HOLDINGS NV COM   2017-05-30 2020-09-23
16. AERCAP HOLDINGS NV COM   2020-07-08 2020-09-23
54. ASML HOLDINGS NV ADR   2020-04-30 2020-11-03
173. LYONDELLBASELL INDUSTRIES NV CL A COM   2020-01-10 2020-11-03
14. MYLAN INC ORD COM   2020-07-15 2020-09-23
15. MYLAN INC ORD COM   2020-07-21 2020-09-23
19. MYLAN INC ORD COM   2020-09-01 2020-09-23
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 321   391 -70
b 1,123   1,365 -242
c 553   602 -49
d 40   36 4
e 119   92 27
1,624   1,156 468
119   78 41
357   175 182
1,840   1,008 832
531   289 242
1,911   1,872 39
113,374   118,049 -4,675
907   1,152 -245
3,733   4,745 -1,012
2,006   2,675 -669
887   918 -31
1,739   1,531 208
406   356 50
1,859   1,402 457
7,652   7,151 501
15,067   14,003 1,064
32,982   30,433 2,549
2,762   2,283 479
2,037   2,301 -264
10,912   8,218 2,694
274   267 7
2,228   1,106 1,122
16   13 3
886   781 105
835   919 -84
579   890 -311
3,418   1,364 2,054
535   213 322
2,065   853 1,212
1,449   554 895
42   57 -15
67   90 -23
1,545   2,014 -469
739   742 -3
252   240 12
6,028   3,797 2,231
2,978   1,782 1,196
72   172 -100
72   148 -76
288   479 -191
216   347 -131
252   379 -127
1,014   1,254 -240
1,517   2,046 -529
607   759 -152
2,831   3,541 -710
303   379 -76
336   385 -49
672   757 -85
448   428 20
224   190 34
224   158 66
224   157 67
30,424   24,715 5,709
9,015   7,315 1,700
9,240   6,724 2,516
6,310   4,227 2,083
8,999   4,680 4,319
24,385   12,351 12,034
1,659   1,606 53
1,968   2,350 -382
1,073   3,651 -2,578
1,206   2,824 -1,618
501   1,100 -599
214   540 -326
129   311 -182
361   277 84
272   318 -46
272   266 6
363   345 18
727   690 37
1,857   2,248 -391
1,578   1,906 -328
644   506 138
763   434 329
1,433   626 807
1,221   374 847
11,496   3,227 8,269
1,614   448 1,166
17,961   4,340 13,621
56,142   11,953 44,189
677   910 -233
2,086   1,542 544
2,096   2,008 88
825   1,004 -179
2,475   1,850 625
43   86 -43
774   1,002 -228
645   750 -105
17,077   2,289 14,788
21,362   1,780 19,582
15,259   1,144 14,115
21,362   1,599 19,763
725   2,047 -1,322
99   273 -174
19   44 -25
5,794   3,082 2,712
418   321 97
1,673   1,143 530
2,630   2,144 486
13,683   4,739 8,944
2,350   1,993 357
848   696 152
432   455 -23
173   182 -9
1,382   775 607
378   364 14
567   464 103
189   154 35
567   434 133
36,136   33,323 2,813
2,629   2,603 26
326   407 -81
252   295 -43
726   1,332 -606
77   137 -60
101   171 -70
12   20 -8
65   89 -24
247   336 -89
407   531 -124
283   344 -61
508   595 -87
320   294 26
3,316   810 2,506
159   1,099 -940
69   466 -397
114   668 -554
90   437 -347
150   434 -284
235   1,215 -980
7   35 -28
53   258 -205
343   1,569 -1,226
363   1,601 -1,238
51   218 -167
22   86 -64
240   935 -695
6,694   1,542 5,152
14,080   15,292 -1,212
19,475   12,483 6,992
13,650   2,166 11,484
15,420   10,845 4,575
6,711   1,120 5,591
2,534   404 2,130
469   356 113
2,754   1,725 1,029
810   770 40
4,399   4,292 107
52   60 -8
261   296 -35
209   235 -26
287   316 -29
906   1,311 -405
740   1,076 -336
462   664 -202
2,913   4,122 -1,209
275   393 -118
571   1,468 -897
603   1,485 -882
488   1,174 -686
1,156   1,330 -174
2,080   2,358 -278
4,623   4,606 17
397   426 -29
397   374 23
858   967 -109
1,337   1,669 -332
612   612  
1,039   1,010 29
1,015   938 77
1,258   1,019 239
3,850   547 3,303
4,171   581 3,590
3,481   654 2,827
1,063   1,593 -530
1,302   1,153 149
96   179 -83
1,153   1,648 -495
1,202   1,717 -515
168   221 -53
796   1,553 -757
306   563 -257
15   40 -25
766   1,824 -1,058
168   400 -232
337   787 -450
245   568 -323
643   1,463 -820
1,705   2,449 -744
1,278   1,806 -528
1,705   2,285 -580
1,373   1,802 -429
42   68 -26
184   236 -52
92   110 -18
287   463 -176
232   359 -127
246   379 -133
2,043   2,520 -477
1,012   1,242 -230
753   914 -161
108   122 -14
9   10 -1
4,587   4,855 -268
1,183   1,176 7
2,102   1,673 429
1,392   1,205 187
281   529 -248
749   1,579 -830
937   1,870 -933
16   33 -17
1,632   1,914 -282
577   1,763 -1,186
2,188   6,508 -4,320
1,376   1,240 136
2,356   559 1,797
3,303   839 2,464
2,477   596 1,881
1,770   985 785
7,602   3,529 4,073
1,748   688 1,060
2,508   627 1,881
496   505 -9
496   503 -7
2,546   2,613 -67
1,565   1,602 -37
257   263 -6
411   430 -19
21,013   29,281 -8,268
16,382   15,006 1,376
599   910 -311
264   398 -134
6,005   6,846 -841
444   442 2
1,704   2,254 -550
55   71 -16
4,290   4,663 -373
259   354 -95
1,219   1,667 -448
175   147 28
124   110 14
330   281 49
227   193 34
124   106 18
362   223 139
1,447   826 621
1,567   876 691
1,021   539 482
2,469   2,158 311
2,117   1,844 273
3,780   1,991 1,789
150   78 72
7,182   6,234 948
7,646   4,529 3,117
10,194   6,022 4,172
23,401   13,623 9,778
15,755   9,041 6,714
1,466   436 1,030
760   423 337
939   486 453
214   227 -13
322   339 -17
166   169 -3
343   411 -68
128   154 -26
128   153 -25
214   251 -37
300   350 -50
214   239 -25
1,836   982 854
142   155 -13
520   500 20
493   1,363 -870
329   314 15
27,385   24,280 3,105
10,423   9,212 1,211
2,609   3,485 -876
1,751   582 1,169
1,647   563 1,084
3,580   1,031 2,549
2,312   3,896 -1,584
313   587 -274
2,621   4,798 -2,177
684   1,243 -559
334   222 112
4,828   3,774 1,054
2,840   2,216 624
822   810 12
822   702 120
589   325 264
2,650   526 2,124
341   571 -230
756   4,385 -3,629
533   3,074 -2,541
305   381 -76
1,463   1,566 -103
670   713 -43
1,131   887 244
696   1,818 -1,122
411   1,027 -616
2,148   5,272 -3,124
177   169 8
353   324 29
118   106 12
171   211 -40
257   291 -34
767   667 100
647   560 87
94   107 -13
356   354 2
149   184 -35
1,503   798 705
1,774   1,841 -67
437   524 -87
437   434 3
656   558 98
131   248 -117
147   277 -130
98   183 -85
58   91 -33
234   362 -128
156   240 -84
175   269 -94
19   30 -11
321   507 -186
207   322 -115
245   376 -131
151   230 -79
245   360 -115
396   517 -121
226   293 -67
240   257 -17
9,313   4,371 4,942
2,721   1,063 1,658
831   322 509
7,102   2,844 4,258
5,473   429 5,044
6,162   465 5,697
1,217   2,075 -858
2,505   4,349 -1,844
3,321   2,252 1,069
2,640   1,501 1,139
16,702   13,244 3,458
53   216 -163
848   3,995 -3,147
3,061   3,597 -536
3,810   4,600 -790
989   1,245 -256
2,269   2,314 -45
1,702   1,639 63
3,407   2,914 493
2,130   1,749 381
439   333 106
2,866   2,119 747
173   195 -22
498   518 -20
977   997 -20
2,256   2,274 -18
88   92 -4
255   275 -20
59   139 -80
110   259 -149
117   265 -148
75   166 -91
117   258 -141
8,699   8,637 62
44,687   45,005 -318
1,065   1,074 -9
1,065   1,096 -31
4,132   2,648 1,484
1,183   1,357 -174
1,315   3,208 -1,893
12,686   13,233 -547
617   1,991 -1,374
1,418   1,467 -49
6,202   5,520 682
1,197   1,447 -250
855   987 -132
117   103 14
19   24 -5
131   162 -31
112   128 -16
214   222 -8
9   10 -1
277   281 -4
332   334 -2
295   291 4
443   410 33
12,299   10,036 2,263
17,144   13,724 3,420
8,230   8,148 82
10,130   9,661 469
12,029   11,042 987
13,929   12,204 1,725
26,591   23,067 3,524
728   700 28
13   25 -12
470   603 -133
961   632 329
1,122   572 550
1,580   975 605
2,543   1,762 781
918   876 42
1,714   1,501 213
1,174   1,126 48
29,105   35,462 -6,357
2,273   2,235 38
2,304   2,262 42
135,907   131,808 4,099
1,361   1,358 3
283   178 105
3,062   1,156 1,906
3,172   1,534 1,638
1,255   1,147 108
450   336 114
3,315   1,783 1,532
44   65 -21
199   168 31
663   556 107
884   726 158
110   90 20
1,399   1,008 391
89,618   60,197 29,421
1,151   1,149 2
108   108  
406   385 21
406   422 -16
27   34 -7
1,666   1,541 125
884   6,375 -5,491
575   384 191
1,435   1,062 373
38,877   40,000 -1,123
108,787   107,272 1,515
395   370 25
658   401 257
412   393 19
741   907 -166
3,427   2,650 777
844   647 197
105   78 27
4,107   2,378 1,729
2,875   1,067 1,808
2,567   915 1,652
686   692 -6
224   287 -63
895   1,080 -185
149   156 -7
2,908   2,852 56
2,911   2,418 493
2,841   1,787 1,054
1,152   1,097 55
1,296   1,009 287
1,931   2,018 -87
6,866   6,656 210
3,648   3,481 167
308   370 -62
250   266 -16
385   364 21
260   416 -156
144   222 -78
375   522 -147
231   311 -80
231   254 -23
375   271 104
       
       
       
       
       
1,110   1,169 -59
1,355   1,444 -89
2,387   2,485 -98
2,903   2,996 -93
2,206   1,478 728
4,254   2,711 1,543
541   301 240
180   77 103
2,164   768 1,396
8,440   2,817 5,623
261   307 -46
349   408 -59
174   203 -29
436   488 -52
523   569 -46
349   369 -20
261   272 -11
1,400   1,314 86
215   174 41
1,859   1,469 390
1,357   976 381
1,024   2,079 -1,055
624   1,207 -583
2,263   4,278 -2,015
158   296 -138
1,015   1,674 -659
19   38 -19
19   32 -13
527   873 -346
169   273 -104
696   1,119 -423
263   423 -160
817   1,359 -542
4,952   12,296 -7,344
175   273 -98
100   146 -46
44   55 -11
234   271 -37
234   268 -34
454   494 -40
325   369 -44
232   248 -16
93   149 -56
217   335 -118
124   191 -67
32   48 -16
226   299 -73
69   85 -16
310   314 -4
3,874   2,664 1,210
2,334   2,041 293
1,423   1,435 -12
859   872 -13
160   115 45
343   229 114
365   229 136
51   38 13
407   283 124
509   312 197
1,648   1,958 -310
291   312 -21
388   416 -28
8,633   8,114 519
5,833   1,742 4,091
19,600   5,809 13,791
17,266   5,054 12,212
1,769   1,374 395
2,076   1,420 656
4,482   6,260 -1,778
594   812 -218
59   75 -16
30   35 -5
1,978   2,672 -694
838   1,196 -358
1,183   2,040 -857
1,696   1,463 233
1,971   1,672 299
8,936   8,408 528
30,157   22,818 7,339
19,658   14,832 4,826
1,522   465 1,057
507   148 359
345   301 44
80   132 -52
934   1,193 -259
3,951   4,835 -884
318   382 -64
2,077   1,974 103
450   478 -28
1,049   1,041 8
799   779 20
3,039   4,237 -1,198
1,083   1,322 -239
1,142   936 206
179   182 -3
1,276   879 397
182   99 83
638   344 294
1,597   6,545 -4,948
1,110   2,203 -1,093
332   297 35
321   268 53
2,314   1,794 520
556   725 -169
370   441 -71
483   532 -49
480   677 -197
187   260 -73
97   138 -41
369   409 -40
643   241 402
4,260   1,524 2,736
1,167   962 205
350   284 66
1,558   1,679 -121
745   744 1
5,825   5,625 200
12,328   11,848 480
24,324   4,246 20,078
54,191   7,765 46,426
882   484 398
265   144 121
1,125   990 135
1,411   1,108 303
15,718   16,508 -790
1,788   2,083 -295
318   469 -151
350   383 -33
700   731 -31
258   203 55
835   1,065 -230
1,753   746 1,007
1,479   569 910
8,944   3,020 5,924
467   437 30
311   173 138
256   142 114
471   684 -213
277   399 -122
803   801 2
1,310   1,712 -402
403   483 -80
1,209   1,449 -240
1,187   1,624 -437
8,383   4,453 3,930
156   58 98
6,100   1,504 4,596
7,501   3,468 4,033
469   476 -7
469   361 108
6,165   5,227 938
224   516 -292
90   179 -89
385   625 -240
220   344 -124
193   278 -85
390   547 -157
208   290 -82
208   282 -74
364   419 -55
442   427 15
485   579 -94
3,604   458 3,146
1,422   133 1,289
3,289   306 2,983
881   735 146
803   1,664 -861
827   1,600 -773
244   148 96
407   246 161
1,663   1,205 458
473   425 48
16   18 -2
220   237 -17
17   18 -1
325   347 -22
17   18 -1
542   511 31
217   187 30
18   19 -1
768   803 -35
2,457   1,182 1,275
607   443 164
3,138   2,272 866
281   252 29
1,625   1,557 68
1,935   1,318 617
2,991   1,961 1,030
904   760 144
8,135   6,816 1,319
894   757 137
4,827   3,952 875
3,218   2,589 629
1,609   1,290 319
1,020   550 470
215   169 46
270   198 72
54   40 14
270   194 76
152   117 35
355   258 97
5,187   5,575 -388
1,059   1,036 23
2,375   1,019 1,356
2,084   457 1,627
859   641 218
202   140 62
3,166   2,122 1,044
1,227   1,579 -352
380   119 261
785   690 95
393   342 51
3,651   1,426 2,225
1,826   288 1,538
1,987   264 1,723
4,784   3,080 1,704
3,367   2,155 1,212
1,949   1,213 736
2,201   312 1,889
1,016   140 876
2,104   1,106 998
862   507 355
192   97 95
718   1,277 -559
72   127 -55
1,000   1,396 -396
636   868 -232
3,181   4,339 -1,158
1,000   1,298 -298
5,945   5,486 459
566   114 452
81   109 -28
1,375   1,085 290
728   545 183
274   286 -12
274   283 -9
549   564 -15
314   318 -4
470   324 146
62,523   57,789 4,734
265   476 -211
2,090   3,350 -1,260
846   1,070 -224
846   1,069 -223
370   410 -40
582   644 -62
155   177 -22
980   1,075 -95
490   524 -34
1,355   1,462 -107
690   685 5
1,023   1,014 9
102   101 1
716   658 58
1,639   1,528 111
2,814   2,632 182
591   699 -108
724   686 38
679   3,937 -3,258
282   1,617 -1,335
352   2,347 -1,995
33   221 -188
1,562   1,160 402
298   297 1
3,183   2,540 643
986   1,223 -237
1,918   2,692 -774
1,453   1,858 -405
465   598 -133
58   75 -17
287   597 -310
205   333 -128
14,695   11,922 2,773
1,940   1,545 395
1,109   824 285
4,434   342 4,092
5,542   1,326 4,216
1,398   1,278 120
1,364   1,102 262
1,430   1,204 226
23,365   22,422 943
12,860   11,274 1,586
4,528   3,774 754
2,707   2,006 701
180   134 46
2,369   2,264 105
16,491   15,985 506
2,604   2,323 281
8,430   8,043 387
4,384   3,776 608
27,651   22,418 5,233
443   665 -222
266   408 -142
66   109 -43
281   316 -35
657   732 -75
338   306 32
927   902 25
480   465 15
11   14 -3
12   9 3
3,710   4,176 -466
4,782   5,241 -459
353   659 -306
707   1,298 -591
3,105   3,178 -73
461   468 -7
1,033   1,010 23
1,239   549 690
4,066   3,200 866
669   669  
6,312   6,056 256
1,387   578 809
6,455   2,118 4,337
2,056   634 1,422
1,804   546 1,258
1,024   309 715
4,728   1,365 3,363
634   182 452
191   72 119
1,241   465 776
2,968   1,146 1,822
28,701   27,996 705
4,330   6,068 -1,738
821   1,846 -1,025
1,200   2,567 -1,367
4,024   846 3,178
1,550   302 1,248
2,488   483 2,005
19,902   33,055 -13,153
34,936   40,294 -5,358
8,368   8,188 180
25,930   30,269 -4,339
28,991   31,564 -2,573
29,452   29,312 140
59,254   58,308 946
29,802   27,136 2,666
87,724   90,136 -2,412
156   207 -51
390   516 -126
182   240 -58
234   304 -70
234   303 -69
442   470 -28
3,314   3,481 -167
3,935   3,210 725
1,967   1,100 867
51,001   45,853 5,148
13   23 -10
147   251 -104
320   543 -223
27   45 -18
171   271 -100
356   463 -107
185   240 -55
240   520 -280
139   293 -154
139   282 -143
8,680   9,010 -330
3,451   3,070 381
2,347   1,680 667
391   613 -222
182   270 -88
677   958 -281
469   660 -191
2,115   1,091 1,024
846   431 415
1,057   522 535
846   417 429
1,285   896 389
1,636   1,138 498
1,416   1,424 -8
1,443   1,408 35
904   824 80
1,756   1,717 39
86   84 2
504   468 36
678   647 31
38,201   21,571 16,630
3,588   1,405 2,183
2,296   851 1,445
1,398   1,325 73
2,425   2,398 27
2,565   5,567 -3,002
693   1,465 -772
249   478 -229
290   278 12
6,674   5,827 847
829   1,015 -186
401   498 -97
1,985   2,429 -444
274   328 -54
697   802 -105
3,737   4,190 -453
1,246   1,164 82
116   111 5
522   491 31
319   289 30
319   282 37
2,201   3,282 -1,081
183   252 -69
550   707 -157
456   523 -67
96   101 -5
99   252 -153
139   244 -105
367   496 -129
508   592 -84
338   375 -37
226   240 -14
395   409 -14
1,481   1,032 449
1,505   1,070 435
1,992   1,261 731
241   149 92
2,958   1,721 1,237
2,404   2,925 -521
723   556 167
1,213   852 361
173   117 56
196   139 57
393   260 133
201   130 71
899   650 249
4,420   2,489 1,931
2,210   862 1,348
1,266   1,389 -123
23,889   22,645 1,244
271   272 -1
24,616   28,630 -4,014
2,270   2,602 -332
49     49
581   746 -165
355   444 -89
917   846 71
655   602 53
1,179   1,010 169
3,485   4,437 -952
1,659   2,097 -438
1,997   2,736 -739
2,332   3,172 -840
6,181   6,692 -511
364   348 16
339   502 -163
1,051   1,454 -403
237   323 -86
1,846   1,389 457
1,235   847 388
593   378 215
12,452   9,716 2,736
12,217   7,735 4,482
51,924   27,579 24,345
1,850   2,824 -974
2,728   4,319 -1,591
2,623   4,150 -1,527
35,368   28,860 6,508
1,042   1,156 -114
411   322 89
935   726 209
327   216 111
1,076   698 378
2,665   1,822 843
1,714   1,093 621
571   167 404
4,039   1,306 2,733
482   215 267
2,255   878 1,377
65,219   68,561 -3,342
364   321 43
3,644   411 3,233
1,935   492 1,443
1,299   1,162 137
866   219 647
9,807   6,569 3,238
1,370   1,299 71
1,279   972 307
2,231   2,074 157
1,308   1,180 128
2,077   1,427 650
475   283 192
634   365 269
4,506   671 3,835
17,791   16,120 1,671
8,540   7,979 561
2,027   268 1,759
22,410   17,585 4,825
9,463   1,234 8,229
2,988   376 2,612
2,106   2,026 80
1,229   2,279 -1,050
50   90 -40
441   729 -288
909   1,429 -520
1,466   1,655 -189
51   73 -22
154   215 -61
154   213 -59
67   142 -75
134   257 -123
134   256 -122
201   380 -179
167   307 -140
234   416 -182
334   548 -214
401   468 -67
1,940   1,695 245
1,135   912 223
1,058   987 71
756   330 426
2,202   595 1,607
415   505 -90
56   66 -10
260   304 -44
279   313 -34
465   466 -1
260   236 24
740   1,227 -487
1,328   2,167 -839
2,340   3,706 -1,366
95   158 -63
265   422 -157
284   393 -109
455   445 10
1,450   956 494
8,025   5,224 2,801
1,113   717 396
2,394   1,540 854
1,542   1,109 433
77   55 22
308   206 102
2,506   1,045 1,461
3,554   3,092 462
4,282   4,165 117
1,490   966 524
2,131   1,380 751
1,918   1,200 718
1,915   2,509 -594
248   314 -66
1,180   1,501 -321
158   149 9
965   889 76
403   356 47
533   426 107
1,810   315 1,495
905   157 748
2,712   2,599 113
597   541 56
479   494 -15
7   14 -7
2,211   4,466 -2,255
462   1,048 -586
366   744 -378
402   724 -322
1,494   1,914 -420
1,577   2,004 -427
1,818   2,079 -261
2,763   2,763  
1,862   1,811 51
3,047   2,798 249
85   75 10
85   74 11
130   102 28
1,556   1,178 378
4,568   3,584 984
1,481   1,129 352
3,459   3,167 292
5,683   4,816 867
14,579   10,511 4,068
13,343   8,811 4,532
8,649   5,520 3,129
17,297   10,777 6,520
2,587   770 1,817
590   661 -71
207   213 -6
561   576 -15
295   294 1
207   204 3
177   172 5
207   197 10
1,696   1,755 -59
424   390 34
892   781 111
5,353   3,195 2,158
446   253 193
5,130   2,852 2,278
885   494 391
983   538 445
7,659   3,920 3,739
3,345   2,097 1,248
2,573   1,485 1,088
2,028   1,882 146
166   122 44
22   46 -24
220   996 -776
1,432   1,825 -393
358   410 -52
1,671   1,872 -201
1,313   1,056 257
270   250 20
104   125 -21
286   339 -53
312   354 -42
104   115 -11
521   520 1
431   409 22
2,859   2,711 148
587   556 31
1,157   1,254 -97
1,182   809 373
1,105   1,008 97
2,025   1,573 452
900   180 720
1,260   1,316 -56
1,682   648 1,034
1,121   388 733
4,065   1,184 2,881
2,317   694 1,623
4,090   1,216 2,874
4,644   2,209 2,435
14,045   5,890 8,155
8,964   2,375 6,589
25,771   6,602 19,169
841   514 327
7,356   1,704 5,652
1,261   280 981
525   116 409
222   6,822 -6,600
1,762   1,244 518
3,272   2,296 976
1,061   1,617 -556
2,807   2,156 651
9,430   4,658 4,772
688   345 343
1,060   531 529
917   454 463
2,368   1,246 1,122
17,303   25,558 -8,255
697   1,101 -404
1,297   2,043 -746
2,385   3,696 -1,311
272   124 148
2,450   1,070 1,380
2,152   647 1,505
263   310 -47
83   103 -20
166   202 -36
579   670 -91
248   281 -33
331   370 -39
166   178 -12
83   87 -4
497   508 -11
359   215 144
4,309   718 3,591
2,460   3,354 -894
3,095   4,184 -1,089
346   467 -121
1,585   1,535 50
1,057   985 72
1,004   1,981 -977
1,292   2,773 -1,481
1,688   3,602 -1,914
448   945 -497
3,808   2,872 936
3,103   2,198 905
2,188   704 1,484
3,449   3,649 -200
2,956   3,103 -147
6,898   7,147 -249
14,659   14,954 -295
8,746   8,449 297
973   648 325
1,338   880 458
1,135   716 419
624   370 254
1,248   731 517
1,623   885 738
3,745   2,020 1,725
1,248   563 685
3,509   1,464 2,045
956   1,586 -630
1,366   2,056 -690
191   276 -85
51   79 -28
637   962 -325
388   577 -189
2,434   3,549 -1,115
337   212 125
508   261 247
512   246 266
235   370 -135
264   300 -36
315   355 -40
87   183 -96
98   149 -51
87   131 -44
33   45 -12
1,277   814 463
1,502   1,379 123
649   727 -78
50   54 -4
200   201 -1
666   559 107
727   753 -26
4,434   3,144 1,290
576   547 29
3,045   3,031 14
1,511   912 599
1,254   1,349 -95
2,687   1,117 1,570
1,732   1,632 100
2,787   2,007 780
989   685 304
3,326   2,219 1,107
1,361   1,087 274
1,009   878 131
2,368   1,956 412
570   466 104
1,403   1,083 320
870   677 193
826   630 196
4,095   3,625 470
1,479   1,310 169
1,605   1,310 295
459   348 111
2,810   3,415 -605
1,143   1,198 -55
710   640 70
1,494   1,734 -240
160   175 -15
640   695 -55
1,707   1,853 -146
747   799 -52
1,494   1,558 -64
160   157 3
979   995 -16
1,648   1,606 42
1,854   1,707 147
3,811   3,349 462
451   1,014 -563
56   115 -59
902   1,706 -804
113   193 -80
563   741 -178
324   387 -63
1,133   1,194 -61
971   887 84
192   499 -307
144   353 -209
779   1,256 -477
158   242 -84
3,375   2,641 734
1,814   1,441 373
1,209   960 249
1,777   803 974
3,258   1,345 1,913
2,666   319 2,347
518   62 456
302   318 -16
302   253 49
665   533 132
181   128 53
870   1,279 -409
1,480   1,890 -410
13,602   10,278 3,324
25,534   7,277 18,257
733   1,107 -374
98   138 -40
81   115 -34
944   1,277 -333
1,112   1,161 -49
580   539 41
1,499   1,375 124
577   567 10
346   322 24
1,845   1,634 211
1,153   925 228
3,380   3,516 -136
109   89 20
1,266   1,019 247
286   408 -122
230   255 -25
230   243 -13
1,948   674 1,274
181   148 33
967   693 274
525   457 68
3,778   3,388 390
4,535   4,033 502
7,861   6,900 961
10,582   6,424 4,158
1,814   873 941
9,372   3,931 5,441
16,024   5,833 10,191
34,163   11,873 22,290
63   91 -28
504   678 -174
63   83 -20
32   40 -8
126   144 -18
1,085   988 97
168   152 16
1,852   1,571 281
958   945 13
404   491 -87
111   123 -12
221   236 -15
43   54 -11
947   1,029 -82
3,592   2,450 1,142
5,396   3,626 1,770
1,769   1,187 582
330   324 6
419   403 16
1,348   892 456
43   46 -3
128   130 -2
1,748   1,700 48
168   170 -2
488   542 -54
1,464   1,626 -162
1,158   1,242 -84
368   348 20
158   147 11
25   45 -20
1,429   1,936 -507
3,190   4,293 -1,103
1,955   5,997 -4,042
28,069   28,737 -668
56   77 -21
167   221 -54
223   273 -50
223   253 -30
1,283   1,417 -134
772   766 6
2,190   1,996 194
1,337   2,587 -1,250
193   372 -179
102   193 -91
278   871 -593
690   2,086 -1,396
534   1,602 -1,068
450   1,401 -951
1,489   4,631 -3,142
964   2,996 -2,032
182   563 -381
1,172   2,814 -1,642
149   315 -166
842   1,476 -634
227   203 24
1,436   1,025 411
781   342 439
2,825   534 2,291
3,382   605 2,777
1,393   922 471
1,393   336 1,057
3,148   672 2,476
1,569   1,032 537
428   417 11
1,798   2,051 -253
6,362   4,867 1,495
2,040   1,003 1,037
2,758   1,328 1,430
39,131   46,154 -7,023
157   123 34
314   160 154
1,153   491 662
1,730   566 1,164
3,027   2,772 255
1,924   1,443 481
1,730   1,643 87
1,730   1,419 311
2,044   1,604 440
1,148   1,046 102
206   142 64
2,179   1,011 1,168
13,809   12,360 1,449
96   86 10
198   112 86
4,250   1,522 2,728
3,757   1,098 2,659
7,028   1,945 5,083
14,699   2,515 12,184
1,764   297 1,467
13,039   6,352 6,687
39,280   17,596 21,684
1,344   2,148 -804
263   268 -5
1,106   1,125 -19
2,076   2,282 -206
1,914   1,189 725
5,593   1,216 4,377
17,143   16,632 511
891   1,059 -168
8,907   10,566 -1,659
1,484   1,730 -246
1,781   2,065 -284
42   47 -5
593   596 -3
127   98 29
1,345   1,301 44
519   401 118
509   489 20
1,472   1,467 5
433   419 14
1,060   1,005 55
1,678   1,584 94
883   732 151
1,659   1,283 376
4,041   3,523 518
78   50 28
1,463   929 534
166   186 -20
104   115 -11
249   274 -25
196   228 -32
215   248 -33
293   320 -27
274   296 -22
254   251 3
2,075   2,945 -870
1,570   2,206 -636
2,654   4,850 -2,196
2,315   4,078 -1,763
31   39 -8
895   1,503 -608
1,481   2,462 -981
741   1,231 -490
917   1,449 -532
759   1,186 -427
6,578   8,080 -1,502
32   37 -5
14,721   14,167 554
420   363 57
4,064   5,121 -1,057
996   656 340
1,993   1,033 960
1,328   677 651
1,070   569 501
1,776   711 1,065
172   180 -8
287   288 -1
1,474   2,055 -581
256   345 -89
256   336 -80
288   376 -88
256   331 -75
353   346 7
3,987   1,914 2,073
1,062   1,492 -430
694   878 -184
2,083   2,983 -900
163   234 -71
1,664   1,855 -191
1,914   2,110 -196
15,871   15,356 515
23,806   13,621 10,185
616   599 17
896   867 29
112   104 8
1,512   1,120 392
556   456 100
1,467   1,178 289
9,851   9,347 504
27,942   23,896 4,046
5,938   4,199 1,739
3,526   2,110 1,416
1,530   1,644 -114
437   433 4
26,782   19,078 7,704
2,618   1,732 886
53   95 -42
228   401 -173
158   246 -88
140   218 -78
211   272 -61
190   241 -51
23   27 -4
1,207   765 442
403   481 -78
302   360 -58
235   240 -5
469   328 141
303   237 66
505   382 123
14,442   11,942 2,500
3,242   2,588 654
40,969   32,590 8,379
2,247   1,786 461
2,247   1,784 463
642   487 155
1,390   1,106 284
808   799 9
808   773 35
4,042   3,777 265
943   2,167 -1,224
1,892   766 1,126
2,328   439 1,889
3,794   4,446 -652
9,631   10,144 -513
39,985   27,581 12,404
737   725 12
1,228   137 1,091
21   28 -7
314   399 -85
324   400 -76
199   233 -34
1,486   1,457 29
922   963 -41
1,038   1,105 -67
576   602 -26
576   612 -36
402   315 87
3,462   3,600 -138
952   984 -32
3,289   3,388 -99
560   754 -194
302   403 -101
431   433 -2
4,999   1,672 3,327
1,121   664 457
1,908   913 995
173   81 92
4,584   4,367 217
26,521   27,293 -772
572   675 -103
515   484 31
5   9 -4
26   61 -35
4   8 -4
120   248 -128
150   307 -157
225   393 -168
255   443 -188
120   208 -88
131   224 -93
22   32 -10
278   407 -129
226   298 -72
382   495 -113
869   868 1
1,149   867 282
11,849   4,843 7,006
35,547   3,939 31,608
66,821   7,273 59,548
9,080   7,242 1,838
253   296 -43
398   445 -47
217   243 -26
452   480 -28
344   348 -4
1,761   2,356 -595
671   849 -178
2,299   2,973 -674
1,960   1,393 567
2,692   1,701 991
270   205 65
3,417   2,983 434
712   379 333
1,157   1,086 71
5,525   5,102 423
2,055   1,152 903
2,626   710 1,916
2,866   1,597 1,269
674   348 326
1,322   695 627
1,208   1,488 -280
1,261   1,283 -22
1,222   2,941 -1,719
1,355   3,104 -1,749
1,910   3,981 -2,071
355   505 -150
2,310   3,179 -869
1,200   1,581 -381
1,755   2,293 -538
1,688   1,964 -276
2,488   2,429 59
43,505   43,454 51
304   536 -232
223   355 -132
204   295 -91
130   183 -53
142   178 -36
223   274 -51
183   219 -36
264   307 -43
223   235 -12
589   575 14
2,649   2,515 134
1,185   1,088 97
174   144 30
528   436 92
13   9 4
2,910   1,432 1,478
18,689   20,613 -1,924
6,104   6,076 28
5,886   5,549 337
2,160   916 1,244
1,944   744 1,200
1,512   578 934
1,213   1,230 -17
6,170   7,377 -1,207
7,804   9,184 -1,380
33,212   38,213 -5,001
9,074   9,569 -495
1,647   715 932
4,283   1,832 2,451
1,521   1,180 341
1,014   669 345
166   209 -43
99   104 -5
2,087   828 1,259
1,649   1,612 37
2,061   1,986 75
2,643   2,542 101
1,900   1,565 335
1,973   1,841 132
314   281 33
157   135 22
124   135 -11
373   343 30
373   343 30
255   218 37
261   206 55
262   206 56
142   101 41
565   405 160
13,948   6,441 7,507
4,469   1,761 2,708
62,110   20,226 41,884
798   861 -63
1,803   1,847 -44
3,333   1,852 1,481
413   306 107
1,653   967 686
1,860   926 934
57   60 -3
426   411 15
170   162 8
200   170 30
488   490 -2
1,051   622 429
1,667   995 672
208   120 88
1,866   1,204 662
747   478 269
50,980   46,918 4,062
3,822   3,148 674
2,322   1,994 328
791   450 341
2,374   1,310 1,064
2,804   1,325 1,479
2,399   1,861 538
438   713 -275
438   713 -275
137   180 -43
412   521 -109
549   433 116
1,106   932 174
312   336 -24
312   342 -30
1,873   2,101 -228
1,716   1,926 -210
390   429 -39
792   672 120
1,981   1,643 338
1,446   1,561 -115
826   891 -65
1,136   1,201 -65
1,191   659 532
1,401   1,838 -437
19,638   14,449 5,189
1,828   1,193 635
3,937   2,302 1,635
347   295 52
451   435 16
337   290 47
345   282 63
580   498 82
47   50 -3
281   293 -12
375   350 25
11   10 1
107   102 5
54   47 7
365   368 -3
152   114 38
51   37 14
809   292 517
1,155   411 744
228   216 12
228   214 14
387   351 36
68   62 6
3,126   2,431 695
679   513 166
59   138 -79
499   1,001 -502
1,057   2,082 -1,025
930   1,741 -811
88   163 -75
1,421   1,226 195
8,646   2,894 5,752
3,560   914 2,646
4,056   3,289 767
116   231 -115
647   1,233 -586
370   462 -92
20,132   16,107 4,025
12,387   15,731 -3,344
201   237 -36
215   249 -34
273   295 -22
      7,069
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       -70
b       -242
c       -49
d       4
e       27
      468
      41
      182
      832
      242
      39
      -4,675
      -245
      -1,012
      -669
      -31
      208
      50
      457
      501
      1,064
      2,549
      479
      -264
      2,694
      7
      1,122
      3
      105
      -84
      -311
      2,054
      322
      1,212
      895
      -15
      -23
      -469
      -3
      12
      2,231
      1,196
      -100
      -76
      -191
      -131
      -127
      -240
      -529
      -152
      -710
      -76
      -49
      -85
      20
      34
      66
      67
      5,709
      1,700
      2,516
      2,083
      4,319
      12,034
      53
      -382
      -2,578
      -1,618
      -599
      -326
      -182
      84
      -46
      6
      18
      37
      -391
      -328
      138
      329
      807
      847
      8,269
      1,166
      13,621
      44,189
      -233
      544
      88
      -179
      625
      -43
      -228
      -105
      14,788
      19,582
      14,115
      19,763
      -1,322
      -174
      -25
      2,712
      97
      530
      486
      8,944
      357
      152
      -23
      -9
      607
      14
      103
      35
      133
      2,813
      26
      -81
      -43
      -606
      -60
      -70
      -8
      -24
      -89
      -124
      -61
      -87
      26
      2,506
      -940
      -397
      -554
      -347
      -284
      -980
      -28
      -205
      -1,226
      -1,238
      -167
      -64
      -695
      5,152
      -1,212
      6,992
      11,484
      4,575
      5,591
      2,130
      113
      1,029
      40
      107
      -8
      -35
      -26
      -29
      -405
      -336
      -202
      -1,209
      -118
      -897
      -882
      -686
      -174
      -278
      17
      -29
      23
      -109
      -332
       
      29
      77
      239
      3,303
      3,590
      2,827
      -530
      149
      -83
      -495
      -515
      -53
      -757
      -257
      -25
      -1,058
      -232
      -450
      -323
      -820
      -744
      -528
      -580
      -429
      -26
      -52
      -18
      -176
      -127
      -133
      -477
      -230
      -161
      -14
      -1
      -268
      7
      429
      187
      -248
      -830
      -933
      -17
      -282
      -1,186
      -4,320
      136
      1,797
      2,464
      1,881
      785
      4,073
      1,060
      1,881
      -9
      -7
      -67
      -37
      -6
      -19
      -8,268
      1,376
      -311
      -134
      -841
      2
      -550
      -16
      -373
      -95
      -448
      28
      14
      49
      34
      18
      139
      621
      691
      482
      311
      273
      1,789
      72
      948
      3,117
      4,172
      9,778
      6,714
      1,030
      337
      453
      -13
      -17
      -3
      -68
      -26
      -25
      -37
      -50
      -25
      854
      -13
      20
      -870
      15
      3,105
      1,211
      -876
      1,169
      1,084
      2,549
      -1,584
      -274
      -2,177
      -559
      112
      1,054
      624
      12
      120
      264
      2,124
      -230
      -3,629
      -2,541
      -76
      -103
      -43
      244
      -1,122
      -616
      -3,124
      8
      29
      12
      -40
      -34
      100
      87
      -13
      2
      -35
      705
      -67
      -87
      3
      98
      -117
      -130
      -85
      -33
      -128
      -84
      -94
      -11
      -186
      -115
      -131
      -79
      -115
      -121
      -67
      -17
      4,942
      1,658
      509
      4,258
      5,044
      5,697
      -858
      -1,844
      1,069
      1,139
      3,458
      -163
      -3,147
      -536
      -790
      -256
      -45
      63
      493
      381
      106
      747
      -22
      -20
      -20
      -18
      -4
      -20
      -80
      -149
      -148
      -91
      -141
      62
      -318
      -9
      -31
      1,484
      -174
      -1,893
      -547
      -1,374
      -49
      682
      -250
      -132
      14
      -5
      -31
      -16
      -8
      -1
      -4
      -2
      4
      33
      2,263
      3,420
      82
      469
      987
      1,725
      3,524
      28
      -12
      -133
      329
      550
      605
      781
      42
      213
      48
      -6,357
      38
      42
      4,099
      3
      105
      1,906
      1,638
      108
      114
      1,532
      -21
      31
      107
      158
      20
      391
      29,421
      2
       
      21
      -16
      -7
      125
      -5,491
      191
      373
      -1,123
      1,515
      25
      257
      19
      -166
      777
      197
      27
      1,729
      1,808
      1,652
      -6
      -63
      -185
      -7
      56
      493
      1,054
      55
      287
      -87
      210
      167
      -62
      -16
      21
      -156
      -78
      -147
      -80
      -23
      104
       
       
       
       
       
      -59
      -89
      -98
      -93
      728
      1,543
      240
      103
      1,396
      5,623
      -46
      -59
      -29
      -52
      -46
      -20
      -11
      86
      41
      390
      381
      -1,055
      -583
      -2,015
      -138
      -659
      -19
      -13
      -346
      -104
      -423
      -160
      -542
      -7,344
      -98
      -46
      -11
      -37
      -34
      -40
      -44
      -16
      -56
      -118
      -67
      -16
      -73
      -16
      -4
      1,210
      293
      -12
      -13
      45
      114
      136
      13
      124
      197
      -310
      -21
      -28
      519
      4,091
      13,791
      12,212
      395
      656
      -1,778
      -218
      -16
      -5
      -694
      -358
      -857
      233
      299
      528
      7,339
      4,826
      1,057
      359
      44
      -52
      -259
      -884
      -64
      103
      -28
      8
      20
      -1,198
      -239
      206
      -3
      397
      83
      294
      -4,948
      -1,093
      35
      53
      520
      -169
      -71
      -49
      -197
      -73
      -41
      -40
      402
      2,736
      205
      66
      -121
      1
      200
      480
      20,078
      46,426
      398
      121
      135
      303
      -790
      -295
      -151
      -33
      -31
      55
      -230
      1,007
      910
      5,924
      30
      138
      114
      -213
      -122
      2
      -402
      -80
      -240
      -437
      3,930
      98
      4,596
      4,033
      -7
      108
      938
      -292
      -89
      -240
      -124
      -85
      -157
      -82
      -74
      -55
      15
      -94
      3,146
      1,289
      2,983
      146
      -861
      -773
      96
      161
      458
      48
      -2
      -17
      -1
      -22
      -1
      31
      30
      -1
      -35
      1,275
      164
      866
      29
      68
      617
      1,030
      144
      1,319
      137
      875
      629
      319
      470
      46
      72
      14
      76
      35
      97
      -388
      23
      1,356
      1,627
      218
      62
      1,044
      -352
      261
      95
      51
      2,225
      1,538
      1,723
      1,704
      1,212
      736
      1,889
      876
      998
      355
      95
      -559
      -55
      -396
      -232
      -1,158
      -298
      459
      452
      -28
      290
      183
      -12
      -9
      -15
      -4
      146
      4,734
      -211
      -1,260
      -224
      -223
      -40
      -62
      -22
      -95
      -34
      -107
      5
      9
      1
      58
      111
      182
      -108
      38
      -3,258
      -1,335
      -1,995
      -188
      402
      1
      643
      -237
      -774
      -405
      -133
      -17
      -310
      -128
      2,773
      395
      285
      4,092
      4,216
      120
      262
      226
      943
      1,586
      754
      701
      46
      105
      506
      281
      387
      608
      5,233
      -222
      -142
      -43
      -35
      -75
      32
      25
      15
      -3
      3
      -466
      -459
      -306
      -591
      -73
      -7
      23
      690
      866
       
      256
      809
      4,337
      1,422
      1,258
      715
      3,363
      452
      119
      776
      1,822
      705
      -1,738
      -1,025
      -1,367
      3,178
      1,248
      2,005
      -13,153
      -5,358
      180
      -4,339
      -2,573
      140
      946
      2,666
      -2,412
      -51
      -126
      -58
      -70
      -69
      -28
      -167
      725
      867
      5,148
      -10
      -104
      -223
      -18
      -100
      -107
      -55
      -280
      -154
      -143
      -330
      381
      667
      -222
      -88
      -281
      -191
      1,024
      415
      535
      429
      389
      498
      -8
      35
      80
      39
      2
      36
      31
      16,630
      2,183
      1,445
      73
      27
      -3,002
      -772
      -229
      12
      847
      -186
      -97
      -444
      -54
      -105
      -453
      82
      5
      31
      30
      37
      -1,081
      -69
      -157
      -67
      -5
      -153
      -105
      -129
      -84
      -37
      -14
      -14
      449
      435
      731
      92
      1,237
      -521
      167
      361
      56
      57
      133
      71
      249
      1,931
      1,348
      -123
      1,244
      -1
      -4,014
      -332
      49
      -165
      -89
      71
      53
      169
      -952
      -438
      -739
      -840
      -511
      16
      -163
      -403
      -86
      457
      388
      215
      2,736
      4,482
      24,345
      -974
      -1,591
      -1,527
      6,508
      -114
      89
      209
      111
      378
      843
      621
      404
      2,733
      267
      1,377
      -3,342
      43
      3,233
      1,443
      137
      647
      3,238
      71
      307
      157
      128
      650
      192
      269
      3,835
      1,671
      561
      1,759
      4,825
      8,229
      2,612
      80
      -1,050
      -40
      -288
      -520
      -189
      -22
      -61
      -59
      -75
      -123
      -122
      -179
      -140
      -182
      -214
      -67
      245
      223
      71
      426
      1,607
      -90
      -10
      -44
      -34
      -1
      24
      -487
      -839
      -1,366
      -63
      -157
      -109
      10
      494
      2,801
      396
      854
      433
      22
      102
      1,461
      462
      117
      524
      751
      718
      -594
      -66
      -321
      9
      76
      47
      107
      1,495
      748
      113
      56
      -15
      -7
      -2,255
      -586
      -378
      -322
      -420
      -427
      -261
       
      51
      249
      10
      11
      28
      378
      984
      352
      292
      867
      4,068
      4,532
      3,129
      6,520
      1,817
      -71
      -6
      -15
      1
      3
      5
      10
      -59
      34
      111
      2,158
      193
      2,278
      391
      445
      3,739
      1,248
      1,088
      146
      44
      -24
      -776
      -393
      -52
      -201
      257
      20
      -21
      -53
      -42
      -11
      1
      22
      148
      31
      -97
      373
      97
      452
      720
      -56
      1,034
      733
      2,881
      1,623
      2,874
      2,435
      8,155
      6,589
      19,169
      327
      5,652
      981
      409
      -6,600
      518
      976
      -556
      651
      4,772
      343
      529
      463
      1,122
      -8,255
      -404
      -746
      -1,311
      148
      1,380
      1,505
      -47
      -20
      -36
      -91
      -33
      -39
      -12
      -4
      -11
      144
      3,591
      -894
      -1,089
      -121
      50
      72
      -977
      -1,481
      -1,914
      -497
      936
      905
      1,484
      -200
      -147
      -249
      -295
      297
      325
      458
      419
      254
      517
      738
      1,725
      685
      2,045
      -630
      -690
      -85
      -28
      -325
      -189
      -1,115
      125
      247
      266
      -135
      -36
      -40
      -96
      -51
      -44
      -12
      463
      123
      -78
      -4
      -1
      107
      -26
      1,290
      29
      14
      599
      -95
      1,570
      100
      780
      304
      1,107
      274
      131
      412
      104
      320
      193
      196
      470
      169
      295
      111
      -605
      -55
      70
      -240
      -15
      -55
      -146
      -52
      -64
      3
      -16
      42
      147
      462
      -563
      -59
      -804
      -80
      -178
      -63
      -61
      84
      -307
      -209
      -477
      -84
      734
      373
      249
      974
      1,913
      2,347
      456
      -16
      49
      132
      53
      -409
      -410
      3,324
      18,257
      -374
      -40
      -34
      -333
      -49
      41
      124
      10
      24
      211
      228
      -136
      20
      247
      -122
      -25
      -13
      1,274
      33
      274
      68
      390
      502
      961
      4,158
      941
      5,441
      10,191
      22,290
      -28
      -174
      -20
      -8
      -18
      97
      16
      281
      13
      -87
      -12
      -15
      -11
      -82
      1,142
      1,770
      582
      6
      16
      456
      -3
      -2
      48
      -2
      -54
      -162
      -84
      20
      11
      -20
      -507
      -1,103
      -4,042
      -668
      -21
      -54
      -50
      -30
      -134
      6
      194
      -1,250
      -179
      -91
      -593
      -1,396
      -1,068
      -951
      -3,142
      -2,032
      -381
      -1,642
      -166
      -634
      24
      411
      439
      2,291
      2,777
      471
      1,057
      2,476
      537
      11
      -253
      1,495
      1,037
      1,430
      -7,023
      34
      154
      662
      1,164
      255
      481
      87
      311
      440
      102
      64
      1,168
      1,449
      10
      86
      2,728
      2,659
      5,083
      12,184
      1,467
      6,687
      21,684
      -804
      -5
      -19
      -206
      725
      4,377
      511
      -168
      -1,659
      -246
      -284
      -5
      -3
      29
      44
      118
      20
      5
      14
      55
      94
      151
      376
      518
      28
      534
      -20
      -11
      -25
      -32
      -33
      -27
      -22
      3
      -870
      -636
      -2,196
      -1,763
      -8
      -608
      -981
      -490
      -532
      -427
      -1,502
      -5
      554
      57
      -1,057
      340
      960
      651
      501
      1,065
      -8
      -1
      -581
      -89
      -80
      -88
      -75
      7
      2,073
      -430
      -184
      -900
      -71
      -191
      -196
      515
      10,185
      17
      29
      8
      392
      100
      289
      504
      4,046
      1,739
      1,416
      -114
      4
      7,704
      886
      -42
      -173
      -88
      -78
      -61
      -51
      -4
      442
      -78
      -58
      -5
      141
      66
      123
      2,500
      654
      8,379
      461
      463
      155
      284
      9
      35
      265
      -1,224
      1,126
      1,889
      -652
      -513
      12,404
      12
      1,091
      -7
      -85
      -76
      -34
      29
      -41
      -67
      -26
      -36
      87
      -138
      -32
      -99
      -194
      -101
      -2
      3,327
      457
      995
      92
      217
      -772
      -103
      31
      -4
      -35
      -4
      -128
      -157
      -168
      -188
      -88
      -93
      -10
      -129
      -72
      -113
      1
      282
      7,006
      31,608
      59,548
      1,838
      -43
      -47
      -26
      -28
      -4
      -595
      -178
      -674
      567
      991
      65
      434
      333
      71
      423
      903
      1,916
      1,269
      326
      627
      -280
      -22
      -1,719
      -1,749
      -2,071
      -150
      -869
      -381
      -538
      -276
      59
      51
      -232
      -132
      -91
      -53
      -36
      -51
      -36
      -43
      -12
      14
      134
      97
      30
      92
      4
      1,478
      -1,924
      28
      337
      1,244
      1,200
      934
      -17
      -1,207
      -1,380
      -5,001
      -495
      932
      2,451
      341
      345
      -43
      -5
      1,259
      37
      75
      101
      335
      132
      33
      22
      -11
      30
      30
      37
      55
      56
      41
      160
      7,507
      2,708
      41,884
      -63
      -44
      1,481
      107
      686
      934
      -3
      15
      8
      30
      -2
      429
      672
      88
      662
      269
      4,062
      674
      328
      341
      1,064
      1,479
      538
      -275
      -275
      -43
      -109
      116
      174
      -24
      -30
      -228
      -210
      -39
      120
      338
      -115
      -65
      -65
      532
      -437
      5,189
      635
      1,635
      52
      16
      47
      63
      82
      -3
      -12
      25
      1
      5
      7
      -3
      38
      14
      517
      744
      12
      14
      36
      6
      695
      166
      -79
      -502
      -1,025
      -811
      -75
      195
      5,752
      2,646
      767
      -115
      -586
      -92
      4,025
      -3,344
      -36
      -34
      -22
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,042,639
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 436,224 9,036,909 0.048271
2017 391,917 9,117,811 0.042984
2016 411,825 8,527,421 0.048294
2015 411,891 7,740,607 0.053212
2014 405,416 8,220,971 0.049315
2
Total of line 1, column (d) .....................
2
0.242076
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048415
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
9,131,225
5
Multiply line 4 by line 3......................
5
442,088
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
13,210
7
Add lines 5 and 6........................
7
455,298
8
Enter qualifying distributions from Part XII, line 4,.............
8
440,528
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 26,420
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 26,420
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 26,420
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 3,208
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,208
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 23,212
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 2020 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (404) 842-1870

    Located atbullet3414 PEACHTREE RD NE STE 722ATLANTAGA ZIP+4bullet30308
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LARRY HOOKS P C TRUSTEE
    20
    27,660    
    3414 PEACHTREE RD NE STE 722
    ATLANTA,GA30308
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,802,151
    b
    Average of monthly cash balances.......................
    1b
    468,128
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,270,279
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,270,279
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    139,054
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,131,225
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    456,561
    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
    456,561
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    26,420
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    26,420
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    430,141
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    430,141
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    430,141
    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
    440,528
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    440,528
    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
    440,528
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 430,141
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 428,251
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 0
    e From 2018...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 440,528
    a Applied to 2018, but not more than line 2a 428,251
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 12,277
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    417,864
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 0
    d Excess from 2018.... 0
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    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.
    NOT APPLICABLE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    SOCIETY FOR THE HOME FOR AGED
    (LITTLE SISTERS OF THE POOR)
    OFF MAHAKALI CAVES ROAD I
    ANDHERI,MUMBAI400 093
    IN
    N/A PC SUPPORT UPKEEP OF THE AGED 10,000
    FRIENDS OF THE UFFIZI GALLERY
    205 WORTH AVENUE STE 201
    PALM BEACH,FL33408
    N/A PC GENERAL OPERATING SUPPORT 15,000
    AMERICAN PATRONS OF TATE GALLERY
    FOUNDATION
    520 WEST 27TH ST UNIT 404
    NEW YORK,NY100015548
    N/A PC GENERAL OPERATING SUPPORT 8,000
    FRIENDS OF THE MUSEE DES
    ARTS DECORATIFS
    40 EAST 78TH ST
    NEW YORK,NY10075
    N/A PC GENERAL OPERATING SUPPORT 10,000
    AMERICAN FRIENDS OF THE NATIONAL
    PORTRAIT GALLERY
    275 MADISON AVE 6TH FL
    NEW YORK,NY10016
    N/A PC GENERAL OPERATING SUPPORT 11,000
    ORDER OF ST CAMILLUS FOUNDATION
    (for St Camillus Fdn of Thailand)
    10200 W BLUEMOUNT RD
    WAUWATOSA,WI53226
    N/A PC SCHOLARSHIPS FOR CHILDREN 60,000
    ROYAL ACADEMY AMERICA
    54 THOMPSON ST 3RD FL
    NEW YORK,NY10013
    N/A PC SUPPORT ROYAL ACADEMY OF 3,000
    AMERICAN FUND FOR THE SOUTHBANK
    CENTRE INC
    340 MADISON AVENUE
    NEW YORK,NY10173
    N/A PC GENERAL OPERATING SUPPORT 3,000
    AMERICAN TRUST FOR THE BRITISH
    LIBRARY
    562 SAINT MARKS AVENUE
    BROOKLYN,NY112163514
    N/A PC GENERAL OPERATING SUPPORT 3,000
    ANIMALS ASIA
    300 BROADWAY SUITE 32
    SAN FRANCISCO,CA94133
    N/A PC GENERAL OPERATING SUPPORT 10,000
    EVERY MOTHER COUNTS
    180 VARICK ST SUITE 1116
    NEW YORK,NY10014
    N/A PC GENERAL OPERATION SUPPORT 6,000
    FISTULA FOUNDATION
    1922 THE ALMEDA SUITE 302
    SAN JOSE,CA95126
    N/A PC GENERAL OPERATING SUPPORT 8,500
    CHARITIES AID FOUNDATION AMERICA
    1800 DIAGONAL RD STE150
    ALEXANDRIA,VA223142840
    N/A PC SUPPORT ASSOCIAZIONE 15,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE SUITE 375
    ALEXANDRIA,VA223142840
    N/A PC SUPPORT ERIC AND SALOME 5,000
    CHARITIES AID FOUNDATION
    AMERICA
    1800 DIAGONAL RD STE 150
    ALEXANDRIA,VA22314
    N/A PC SUPPORT FOR UNIVERSITA 50,000
    CHARITIES AID FOUNDATION
    AMERICA
    1800 DIAGONAL RD STE 150
    ALEXANDRIA,VA22314
    N/A PC SUPPORT ITALIAN ASSOCIATION 15,000
    CHARITIES AID FOUNDATION AMERICA
    1800 DIAGONAL RD STE 150
    ALEXANDRIA,VA22314
    N/A PC SUPPORT ANIMAL EQUALITY 10,000
    CHARITIES AID FOUNDATION AMERICA
    1800 DIAGONAL RD STE 150
    ALEXANDRIA,VA223142840
    N/A PC SUPPORT OPERA DE 30,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE SUITE 375
    ALEXANDRIA,VA22314
    N/A PC SUPPORT BARBICAN CENTRE 3,000
    CHARITIES AID FOUNDATION AMERICA
    1800 DIAGONAL RD STE 150
    ALEXANDRIA,VA22314
    N/A PC SUPPORT RATO DRASANG 13,000
    CHARITIES AID FOUNDATION AMERICA
    1800 DIAGONAL RD STE 150
    ALEXANDRIA,VA223142840
    N/A PC SUPPORT FONDAZIONE SANTA 63,000
    CHARITIES AID FOUNDATION AMERICA
    1800 DIAGONAL RD STE 150
    ALEXANDRIA,VA223142840
    N/A PC SUPPORT KINGS PLACE MUSIC 3,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE SUITE 375
    ALEXANDRIA,VA22314
    N/A PC SUPPORT RISCATTI O.N.L.U.S. 15,000
    CHARITIES AID FOUNDATION OF AMERICA
    225 REINEKERS LANE SUITE 375
    ALEXANDRIA,VA22314
    N/A PC SUPPORT HOUSE OF 6,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY100015004
    N/A PC UNRESTRICTED GENERAL 10,000
    UCLFAA
    GOWER STREET
    LONDON,ENGLANDWC1E 6BT
    UK
    N/A PC SUPPORT ASMARA HISTORIC 5,000
    CHARITIES AID FOUNDATION OF AMERICA
    225 REINEKERS LANE SUITE 375
    ALEXANDRIA,VA22314
    N/A PC SUPPORT AMOGLIANIMALI, 20,000
    CHARITIES AID FOUNDATION FO AMERICA
    225 REINEKERS LANE SUITE 375
    ALEXANDRIA,VA22314
    N/A PC SUPPORT MISERICORIDA DI 10,000
    Total .................................bullet 3a 420,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 154,012  
    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 1,042,639  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
        1 209,949  
    bEXCISE TAX REFUND     1 3,577  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,410,177  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,410,177
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


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    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description