Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
MARCIA HYDE CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

22-6979693
B Telephone number (see instructions)

(212) 852-3049
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,270,988
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... 35,623 35,603  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,005
b Gross sales price for all assets on line 6a 338,051
7 Capital gain net income (from Part IV, line 2)... 12,005
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)....... 64    
12 Total. Add lines 1 through 11........ 47,692 47,608  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,327 6,931   10,396
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 919 339   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)....... 39 39    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,285 7,309 0 10,396
25 Contributions, gifts, grants paid....... 48,630 48,630
26 Total expenses and disbursements. Add lines 24 and 25 66,915 7,309 0 59,026
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -19,223
b Net investment income (if negative, enter -0-) 40,299
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,085 1,032 1,032
2 Savings and temporary cash investments......... 21,426 24,290 24,290
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)....... 354,672 Click to see attachment379,174 370,821
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............     1,032
13 Investments—other (attach schedule).......... 799,461 Click to see attachment753,407 873,813
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) 1,176,644 1,157,903 1,270,988
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........ 1,176,644 1,157,903
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)..... 1,176,644 1,157,903
30 Total liabilities and net assets/fund balances (see instructions). 1,176,644 1,157,903
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
1,176,644
2
Enter amount from Part I, line 27a .....................
2
-19,223
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
616
4
Add lines 1, 2, and 3 ..........................
4
1,158,037
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
134
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,157,903
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 7. AMGEN INC   2019-10-04 2020-01-22
b 26. OCCIDENTAL PETROLEUM CORP   2017-02-22 2020-01-22
c 11. OCCIDENTAL PETROLEUM CORP   2017-03-24 2020-01-22
d 11. PNC FINANCIAL SERVICES GROUP INC/THE   2018-11-13 2020-01-22
e 1. PNC FINANCIAL SERVICES GROUP INC/THE   2018-11-30 2020-01-22
4. AMGEN INC   2019-10-08 2020-01-24
6. AMGEN INC   2019-10-07 2020-01-24
1. AMGEN INC   2019-10-04 2020-01-24
21. ALTRIA GROUP INC   2016-10-21 2020-02-14
8. ALTRIA GROUP INC   2016-11-03 2020-02-14
12. PNC FINANCIAL SERVICES GROUP INC/THE   2018-11-30 2020-02-14
7. SOUTHERN CO/THE   2016-11-03 2020-02-14
5. SOUTHERN CO/THE   2016-10-20 2020-02-14
10. SOUTHERN CO/THE   2018-01-17 2020-02-14
4. SOUTHERN CO/THE   2017-11-01 2020-02-14
33. GLAXOSMITHKLINE PLC   2016-10-20 2020-02-20
17. OCCIDENTAL PETROLEUM CORP   2017-03-24 2020-02-24
11. OCCIDENTAL PETROLEUM CORP   2017-04-12 2020-02-24
7. OCCIDENTAL PETROLEUM CORP   2017-04-13 2020-02-24
11. REALTY INCOME CORP   2016-10-20 2020-02-24
1. OCCIDENTAL PETROLEUM CORP   2018-10-01 2020-02-25
12. OCCIDENTAL PETROLEUM CORP   2017-04-13 2020-02-25
28. OCCIDENTAL PETROLEUM CORP   2017-10-24 2020-02-25
17. OCCIDENTAL PETROLEUM CORP   2018-04-06 2020-02-25
1. REALTY INCOME CORP   2018-10-01 2020-02-25
2. REALTY INCOME CORP   2017-11-01 2020-02-25
40. REALTY INCOME CORP   2016-10-20 2020-02-25
2. REALTY INCOME CORP   2016-10-20 2020-02-25
16. DUKE ENERGY CORP   2016-10-20 2020-03-04
28. NATIONAL GRID PLC   2016-10-20 2020-03-04
20. MATERIALS SELECT SECTOR SPDR FUND   2018-01-31 2020-03-12
35. UTILITIES SELECT SECTOR SPDR FUND   2016-10-20 2020-03-12
130. AMCOR PLC REG SHS   2019-06-26 2020-03-16
39. AMCOR PLC REG SHS   2019-06-28 2020-03-16
2. AMCOR PLC REG SHS   2019-07-18 2020-03-16
22. LYONDELLBASELL INDUSTRIE   2019-09-16 2020-03-16
21. LYONDELLBASELL INDUSTRIE   2019-09-09 2020-03-16
25. LYONDELLBASELL INDUSTRIE   2019-09-30 2020-03-16
143. AMCOR PLC REG SHS   2020-02-25 2020-03-17
162. AMCOR PLC REG SHS   2019-07-18 2020-03-17
6. AMCOR PLC REG SHS   2020-02-24 2020-03-17
49. ROYAL DUTCH SHELL PLC   2019-09-30 2020-03-20
16. ROYAL DUTCH SHELL PLC   2019-10-01 2020-03-20
1. ROYAL DUTCH SHELL PLC   2020-02-24 2020-03-20
41. ROYAL DUTCH SHELL PLC   2020-02-25 2020-03-20
31. ROYAL DUTCH SHELL PLC   2020-01-22 2020-03-20
4. VENTAS INC   2018-03-02 2020-03-20
30. VENTAS INC   2017-03-24 2020-03-20
38. VENTAS INC   2016-10-20 2020-03-20
1. VENTAS INC   2016-11-03 2020-03-20
3. VENTAS INC   2016-10-20 2020-03-20
2. VENTAS INC   2017-11-01 2020-03-20
15. VENTAS INC   2018-03-05 2020-03-23
1. VENTAS INC   2020-02-24 2020-03-23
21. VENTAS INC   2020-02-25 2020-03-23
25. VENTAS INC   2018-12-06 2020-03-23
1. VENTAS INC   2018-10-01 2020-03-23
1. VENTAS INC   2019-04-26 2020-03-23
9. GILEAD SCIENCES INC   2019-07-24 2020-03-26
5. GILEAD SCIENCES INC   2019-07-25 2020-03-26
38. PFIZER INC   2019-06-26 2020-03-26
26. VERIZON COMMUNICATIONS INC   2016-10-20 2020-03-26
7. BP P L C SPONS ADR   2015-09-09 2020-03-31
11. BP P L C SPONS ADR   2015-07-14 2020-03-31
6. BP P L C SPONS ADR   2015-05-07 2020-03-31
16. FIRST TR EXCHANGE TRADED   2018-03-06 2020-03-31
26. ISHARES NASDAQ BIOTECHNOLOGY ETF   2017-09-25 2020-03-31
33. HEALTH CARE SELECT SECTOR SPDR FUND   2016-10-20 2020-03-31
30. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2016-10-20 2020-03-31
6. VANGUARD INFORMATION TECHNOLOGY ETF   2017-01-23 2020-03-31
4. FIRST TR EXCHANGE TRADED   2018-03-06 2020-04-14
71. MATERIALS SELECT SECTOR SPDR FUND   2018-01-31 2020-04-14
13. REAL ESTATE SELECT SECTOR SPDR FUND   2017-07-18 2020-04-14
109. VANGUARD FINANCIALS ETF   2016-10-20 2020-04-14
6. FIRST TR EXCHANGE TRADED   2018-03-06 2020-04-21
11. ISHARES NASDAQ BIOTECHNOLOGY ETF   2017-09-25 2020-04-21
1784. JPMORGAN CORE BOND FUND   2016-10-20 2020-04-21
10. HEALTH CARE SELECT SECTOR SPDR FUND   2016-10-20 2020-04-21
12. ABBVIE INC   2016-10-20 2020-04-22
14. ALTRIA GROUP INC   2017-10-10 2020-04-22
14. ALTRIA GROUP INC   2017-09-22 2020-04-22
1. ALTRIA GROUP INC   2019-04-26 2020-04-22
2. ALTRIA GROUP INC   2017-11-01 2020-04-22
21. ALTRIA GROUP INC   2018-06-20 2020-04-22
1. ALTRIA GROUP INC   2018-06-29 2020-04-22
29. ALTRIA GROUP INC   2018-08-15 2020-04-22
1. ALTRIA GROUP INC   2018-10-01 2020-04-22
9. GILEAD SCIENCES INC   2019-07-25 2020-04-22
25. GILEAD SCIENCES INC   2019-08-02 2020-04-22
12. GILEAD SCIENCES INC   2019-08-06 2020-04-22
98. INVESCO LTD   2019-05-31 2020-04-23
14. INVESCO LTD   2018-06-20 2020-04-23
1. INVESCO LTD   2018-06-20 2020-04-23
1. INVESCO LTD   2018-06-20 2020-04-23
31. INVESCO LTD   2018-06-26 2020-04-23
68. INVESCO LTD   2018-07-30 2020-04-23
11. GILEAD SCIENCES INC   2019-08-06 2020-04-27
26. GILEAD SCIENCES INC   2019-08-28 2020-04-27
21. VERIZON COMMUNICATIONS INC   2016-10-20 2020-04-27
23. GILEAD SCIENCES INC   2019-09-09 2020-05-01
2. GILEAD SCIENCES INC   2019-08-28 2020-05-01
9. KIMBERLY-CLARK CORP   2018-08-15 2020-05-01
1. KIMBERLY-CLARK CORP   2017-11-01 2020-05-01
1. KIMBERLY-CLARK CORP   2016-11-03 2020-05-01
15. KIMBERLY-CLARK CORP   2019-01-11 2020-05-05
5. KIMBERLY-CLARK CORP   2018-08-15 2020-05-05
21. WELLTOWER INC   2016-10-20 2020-05-07
13. PFIZER INC   2019-06-28 2020-05-08
4. PFIZER INC   2019-06-26 2020-05-08
3. PFIZER INC   2019-06-26 2020-05-08
6. PFIZER INC   2019-06-26 2020-05-08
24. WELLTOWER INC   2016-10-20 2020-05-08
7. FIRST TR EXCHANGE TRADED   2018-08-29 2020-05-12
12. FIRST TR EXCHANGE TRADED   2018-03-06 2020-05-12
47. FIRST TR EXCHANGE TRADED   2018-03-28 2020-05-12
31. ISHARES NASDAQ BIOTECHNOLOGY ETF   2017-09-25 2020-05-12
32. SPDR S&P INSURANCE ETF   2016-10-20 2020-05-12
206. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2016-10-20 2020-05-12
79. ENERGY SELECT SECTOR SPDR FUND   2016-10-20 2020-05-12
106. INDUSTRIAL SELECT SECTOR SPDR FUND   2016-10-20 2020-05-12
17. REAL ESTATE SELECT SECTOR SPDR FUND   2017-07-18 2020-05-12
175. REAL ESTATE SELECT SECTOR SPDR FUND   2017-07-19 2020-05-12
3. REAL ESTATE SELECT SECTOR SPDR FUND   2018-01-31 2020-05-12
58. UTILITIES SELECT SECTOR SPDR FUND   2016-10-20 2020-05-12
21. VANGUARD FINANCIALS ETF   2016-10-20 2020-05-12
3. WELLTOWER INC   2016-11-03 2020-05-13
3. WELLTOWER INC   2017-11-01 2020-05-13
12. WELLTOWER INC   2016-10-20 2020-05-13
3. WELLTOWER INC   2016-10-20 2020-05-13
31. WELLTOWER INC   2018-01-17 2020-05-13
3. WELLTOWER INC   2018-10-01 2020-05-13
24. WELLTOWER INC   2020-02-14 2020-05-13
33. BP P L C SPONS ADR   2015-12-14 2020-05-19
53. BP P L C SPONS ADR   2015-09-09 2020-05-19
19. GILEAD SCIENCES INC   2019-09-09 2020-05-19
4. GILEAD SCIENCES INC   2019-09-10 2020-05-19
13. GLAXOSMITHKLINE PLC   2016-10-20 2020-05-19
44. BP P L C SPONS ADR   2015-12-14 2020-05-20
16. BP P L C SPONS ADR   2016-05-09 2020-05-20
13. GLAXOSMITHKLINE PLC   2016-10-20 2020-05-20
5. ABBVIE INC   2016-11-03 2020-05-28
2. ABBVIE INC   2016-10-20 2020-05-28
14. ABBVIE INC   2017-02-22 2020-05-28
36. COCA-COLA CO/THE   2017-04-07 2020-06-23
5. COCA-COLA CO/THE   2017-05-01 2020-06-23
10. COCA-COLA CO/THE   2017-04-10 2020-06-23
17. COCA-COLA CO/THE   2016-10-21 2020-06-23
31. PPL CORP   2016-10-20 2020-06-23
72. PPL CORP   2016-10-20 2020-06-26
8. FIRST TR EXCHANGE TRADED   2018-08-29 2020-07-01
2. FIRST TR EXCHANGE TRADED   2018-10-24 2020-07-01
27. FIRST TRUST CLOUD COMPUTING ETF   2020-04-14 2020-07-01
1634. JPMORGAN CORE BOND FUND   2016-10-20 2020-07-01
33. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2016-10-20 2020-07-01
44. INDUSTRIAL SELECT SECTOR SPDR FUND   2016-10-20 2020-07-01
55. COMM SERVICES SELECT   2018-10-18 2020-07-01
3. UNITED PARCEL SERVICE INC   2018-08-15 2020-07-01
1. UNITED PARCEL SERVICE INC   2018-10-01 2020-07-01
1. UNITED PARCEL SERVICE INC   2018-10-24 2020-07-01
3. UNITED PARCEL SERVICE INC   2018-11-08 2020-07-01
29. VANGUARD FINANCIALS ETF   2016-10-20 2020-07-01
8. VANGUARD FINANCIALS ETF   2017-01-23 2020-07-01
27. VANGUARD INFORMATION TECHNOLOGY ETF   2017-01-23 2020-07-01
2. ABBVIE INC   2017-11-01 2020-08-11
9. ABBVIE INC   2018-07-30 2020-08-11
6. ABBVIE INC   2017-02-22 2020-08-11
24. SPDR S&P INSURANCE ETF   2016-10-20 2020-08-12
7. MATERIALS SELECT SECTOR SPDR FUND   2018-01-31 2020-08-12
16. HEALTH CARE SELECT SECTOR SPDR FUND   2016-10-20 2020-08-12
39. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2016-10-20 2020-08-12
39. ENERGY SELECT SECTOR SPDR FUND   2016-10-20 2020-08-12
23. INDUSTRIAL SELECT SECTOR SPDR FUND   2016-10-20 2020-08-12
13. REAL ESTATE SELECT SECTOR SPDR FUND   2018-01-31 2020-08-12
14. UTILITIES SELECT SECTOR SPDR FUND   2016-10-20 2020-08-12
58. VANGUARD FINANCIALS ETF   2017-01-23 2020-08-12
28. BP P L C SPONS ADR   2018-09-19 2020-08-17
1. BP P L C SPONS ADR   2018-06-29 2020-08-17
10. BP P L C SPONS ADR   2016-05-09 2020-08-17
45. BP P L C SPONS ADR   2018-03-22 2020-08-17
33. BP P L C SPONS ADR   2017-09-18 2020-08-17
5. BP P L C SPONS ADR   2018-10-01 2020-08-24
11. BP P L C SPONS ADR   2018-09-19 2020-08-24
43. BP P L C SPONS ADR   2019-07-29 2020-08-24
54. BP P L C SPONS ADR   2020-04-21 2020-08-24
34. BP P L C SPONS ADR   2019-01-29 2020-08-24
2. BP P L C SPONS ADR   2019-04-26 2020-08-24
7. UNITED PARCEL SERVICE INC   2018-11-13 2020-08-24
3. UNITED PARCEL SERVICE INC   2018-11-30 2020-08-24
4. UNITED PARCEL SERVICE INC   2018-11-08 2020-08-24
9. UNITED PARCEL SERVICE INC   2019-01-11 2020-09-02
9. UNITED PARCEL SERVICE INC   2018-11-30 2020-09-02
3. UNITED PARCEL SERVICE INC   2018-12-03 2020-09-02
35. DOMINION ENERGY INC   2016-10-20 2020-09-18
42. GLAXOSMITHKLINE PLC   2016-10-20 2020-09-18
16. COCA-COLA CO/THE   2017-05-03 2020-09-23
16. COCA-COLA CO/THE   2017-05-01 2020-09-23
25. DOMINION ENERGY INC   2017-02-14 2020-09-23
3. DOMINION ENERGY INC   2016-11-03 2020-09-23
2. DOMINION ENERGY INC   2017-02-22 2020-09-23
14. DOMINION ENERGY INC   2016-10-20 2020-09-23
9. UNITED PARCEL SERVICE INC   2019-01-11 2020-09-23
3. UNITED PARCEL SERVICE INC   2020-02-14 2020-09-23
23. DUKE ENERGY CORP   2016-10-20 2020-09-30
10. UNITED PARCEL SERVICE INC   2020-02-14 2020-10-01
5. UNITED PARCEL SERVICE INC   2020-02-14 2020-10-14
13. UNITED PARCEL SERVICE INC   2020-03-20 2020-10-14
3. UNITED PARCEL SERVICE INC   2020-03-23 2020-10-16
6. UNITED PARCEL SERVICE INC   2020-04-22 2020-10-16
6. SPDR S&P INSURANCE ETF   2018-10-24 2020-10-20
14. SPDR S&P INSURANCE ETF   2018-01-31 2020-10-20
52. SPDR S&P INSURANCE ETF   2016-10-20 2020-10-20
10. SPDR S&P INSURANCE ETF   2017-12-07 2020-10-20
13. SPDR S&P INSURANCE ETF   2017-12-06 2020-10-20
5. SPDR S&P INSURANCE ETF   2019-10-24 2020-10-20
9. SPDR S&P INSURANCE ETF   2017-07-17 2020-10-20
8. SPDR S&P INSURANCE ETF   2019-08-14 2020-10-20
5. SPDR S&P INSURANCE ETF   2017-12-05 2020-10-20
30. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2016-10-20 2020-10-20
62. REAL ESTATE SELECT SECTOR SPDR FUND   2018-01-31 2020-10-20
12. REAL ESTATE SELECT SECTOR SPDR FUND   2018-10-24 2020-10-20
10. REAL ESTATE SELECT SECTOR SPDR FUND   2019-04-23 2020-10-20
31. UTILITIES SELECT SECTOR SPDR FUND   2019-01-16 2020-10-20
5. UTILITIES SELECT SECTOR SPDR FUND   2020-04-14 2020-10-20
23. UTILITIES SELECT SECTOR SPDR FUND   2019-09-12 2020-10-20
5. UTILITIES SELECT SECTOR SPDR FUND   2016-10-20 2020-10-20
4. UTILITIES SELECT SECTOR SPDR FUND   2019-04-23 2020-10-20
46. GLAXOSMITHKLINE PLC   2016-10-20 2020-10-21
20. UNITED PARCEL SERVICE INC   2020-04-22 2020-10-21
3. GLAXOSMITHKLINE PLC   2016-10-20 2020-10-22
4. GLAXOSMITHKLINE PLC   2016-10-20 2020-10-22
4. GLAXOSMITHKLINE PLC   2016-10-20 2020-10-22
34. GLAXOSMITHKLINE PLC   2016-10-20 2020-10-22
11. FIRST TR EXCHANGE TRADED   2018-10-24 2020-10-26
3. FIRST TR EXCHANGE TRADED   2019-03-20 2020-10-26
27. FIRST TRUST CLOUD COMPUTING ETF   2020-04-14 2020-10-26
27. HEALTH CARE SELECT SECTOR SPDR FUND   2017-01-23 2020-10-26
29. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2016-10-20 2020-10-26
25. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2016-10-20 2020-10-26
29. INDUSTRIAL SELECT SECTOR SPDR FUND   2016-10-20 2020-10-26
25. COMM SERVICES SELECT   2019-01-16 2020-10-26
3. COMM SERVICES SELECT   2018-10-24 2020-10-26
46. COMM SERVICES SELECT   2018-10-18 2020-10-26
50. VANGUARD FINANCIALS ETF   2017-01-23 2020-10-26
3. VANGUARD FINANCIALS ETF   2017-09-25 2020-10-26
6. VANGUARD FINANCIALS ETF   2017-07-17 2020-10-26
18. VANGUARD INFORMATION TECHNOLOGY ETF   2017-01-23 2020-10-26
8. VANGUARD INFORMATION TECHNOLOGY ETF   2017-10-24 2020-10-26
40. COCA-COLA CO/THE   2019-03-05 2020-11-17
14. COCA-COLA CO/THE   2018-10-01 2020-11-17
8. COCA-COLA CO/THE   2017-11-01 2020-11-17
6. COCA-COLA CO/THE   2017-05-03 2020-11-17
9. COCA-COLA CO/THE   2019-04-25 2020-11-17
37. GLAXOSMITHKLINE PLC   2017-05-19 2020-11-17
7. GLAXOSMITHKLINE PLC   2017-05-22 2020-11-17
2. GLAXOSMITHKLINE PLC   2016-10-20 2020-11-17
45. GLAXOSMITHKLINE PLC   2017-07-28 2020-11-17
10. GLAXOSMITHKLINE PLC   2017-09-22 2020-11-17
8. GLAXOSMITHKLINE PLC   2017-09-25 2020-11-17
2. GLAXOSMITHKLINE PLC   2017-11-01 2020-11-17
8. GLAXOSMITHKLINE PLC   2018-10-01 2020-11-17
1. GLAXOSMITHKLINE PLC   2019-04-26 2020-11-17
.27 VIATRIS INC   2019-06-28 2020-11-20
2.73 VIATRIS INC   2020-04-21 2020-11-24
6.95 VIATRIS INC   2019-12-13 2020-11-24
3.08 VIATRIS INC   2019-06-28 2020-11-24
5.58 VIATRIS INC   2019-07-15 2020-11-24
5.96 VIATRIS INC   2019-07-18 2020-11-24
3.1 VIATRIS INC   2019-07-24 2020-11-24
5.96 VIATRIS INC   2019-07-29 2020-11-24
6.08 VIATRIS INC   2019-11-22 2020-11-24
8.56 VIATRIS INC   2019-10-04 2020-11-24
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(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 1,666   1,364 302
b 1,129   1,723 -594
c 478   691 -213
d 1,674   1,487 187
e 152   136 16
903   786 117
1,354   1,185 169
226   195 31
949   1,340 -391
362   520 -158
1,846   1,634 212
483   352 131
345   243 102
689   451 238
276   208 68
1,409   1,372 37
673   1,068 -395
436   716 -280
277   454 -177
905   667 238
39   83 -44
464   779 -315
1,082   1,842 -760
657   1,146 -489
81   56 25
162   106 56
3,244   2,424 820
162   115 47
1,592   1,262 330
1,893   2,010 -117
880   1,256 -376
1,939   1,700 239
776   1,496 -720
233   446 -213
12   22 -10
803   1,945 -1,142
767   1,700 -933
913   2,241 -1,328
858   1,414 -556
972   1,783 -811
36   60 -24
1,158   2,924 -1,766
378   951 -573
24   48 -24
969   1,939 -970
733   1,812 -1,079
86   196 -110
647   1,885 -1,238
820   2,587 -1,767
22   62 -40
65   197 -132
43   125 -82
311   746 -435
21   63 -42
436   1,307 -871
518   1,568 -1,050
21   53 -32
21   60 -39
645   599 46
358   333 25
1,188   1,653 -465
1,358   1,282 76
174   223 -49
274   443 -169
150   251 -101
2,000   2,040 -40
2,798   2,873 -75
2,930   2,322 608
1,655   1,563 92
1,289   753 536
551   510 41
3,591   4,458 -867
455   419 36
5,943   5,482 461
831   765 66
1,378   1,216 162
21,818   21,265 553
986   704 282
986   742 244
531   911 -380
531   876 -345
38   53 -15
76   129 -53
797   1,192 -395
38   57 -19
1,100   1,724 -624
38   60 -22
728   600 128
2,022   1,616 406
971   765 206
749   1,936 -1,187
107   381 -274
8   29 -21
8   27 -19
237   844 -607
520   1,819 -1,299
867   702 165
2,049   1,660 389
1,205   1,036 169
1,798   1,526 272
156   128 28
1,236   1,003 233
137   112 25
137   114 23
2,063   1,749 314
688   557 131
880   1,484 -604
484   563 -79
149   174 -25
112   127 -15
223   256 -33
1,002   1,696 -694
1,095   1,023 72
1,877   1,530 347
7,352   5,560 1,792
4,206   3,426 780
812   803 9
11,917   10,730 1,187
3,026   5,563 -2,537
6,557   6,065 492
536   548 -12
5,519   5,670 -151
95   96 -1
3,220   2,817 403
1,110   1,056 54
116   198 -82
116   201 -85
464   848 -384
116   207 -91
1,199   1,838 -639
116   192 -76
928   2,130 -1,202
761   993 -232
1,222   1,691 -469
1,389   1,260 129
292   264 28
533   540 -7
1,035   1,323 -288
376   497 -121
541   540 1
455   285 170
182   124 58
1,274   865 409
1,647   1,535 112
229   217 12
457   427 30
778   716 62
798   1,040 -242
1,813   2,416 -603
1,379   1,169 210
345   252 93
2,019   1,604 415
20,213   19,477 736
4,226   2,607 1,619
3,012   2,518 494
3,019   2,569 450
349   355 -6
116   118 -2
116   111 5
349   334 15
1,641   1,459 182
453   469 -16
7,536   3,388 4,148
185   184 1
834   811 23
556   371 185
720   602 118
439   440 -1
1,708   1,126 582
2,510   2,031 479
1,499   2,746 -1,247
1,788   1,316 472
469   417 52
856   680 176
3,599   3,401 198
634   1,233 -599
23   46 -23
226   311 -85
1,019   1,765 -746
747   1,207 -460
109   234 -125
241   484 -243
940   1,677 -737
1,181   1,177 4
743   1,355 -612
44   87 -43
1,116   769 347
478   345 133
638   446 192
1,466   885 581
1,466   1,035 431
489   350 139
2,746   2,567 179
1,653   1,746 -93
789   695 94
789   695 94
1,924   1,829 95
231   223 8
154   150 4
1,077   1,027 50
1,478   885 593
493   317 176
2,003   1,815 188
1,695   1,057 638
878   529 349
2,282   1,211 1,071
526   283 243
1,051   596 455
177   177  
413   441 -28
1,534   1,305 229
295   309 -14
383   403 -20
148   172 -24
265   269 -4
236   268 -32
148   155 -7
4,573   2,370 2,203
2,220   1,988 232
430   385 45
358   356 2
1,971   1,635 336
318   301 17
1,463   1,460 3
318   243 75
254   229 25
1,628   1,912 -284
3,468   1,988 1,480
105   128 -23
141   165 -24
141   165 -24
1,195   1,413 -218
2,153   1,389 764
587   419 168
2,147   1,604 543
2,858   1,878 980
1,859   1,511 348
3,731   1,975 1,756
2,280   1,659 621
1,519   1,116 403
182   137 45
2,795   2,149 646
3,030   2,932 98
182   193 -11
364   378 -14
5,587   2,259 3,328
2,483   1,265 1,218
2,129   1,823 306
745   647 98
426   367 59
319   261 58
479   428 51
1,378   1,612 -234
261   304 -43
74   83 -9
1,676   1,823 -147
372   406 -34
298   324 -26
74   73 1
298   321 -23
37   40 -3
5   5  
46   41 5
117   112 5
52   56 -4
94   100 -6
101   107 -6
52   56 -4
101   106 -5
103   98 5
145   129 16
      6,193
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      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
      6,193
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       302
b       -594
c       -213
d       187
e       16
      117
      169
      31
      -391
      -158
      212
      131
      102
      238
      68
      37
      -395
      -280
      -177
      238
      -44
      -315
      -760
      -489
      25
      56
      820
      47
      330
      -117
      -376
      239
      -720
      -213
      -10
      -1,142
      -933
      -1,328
      -556
      -811
      -24
      -1,766
      -573
      -24
      -970
      -1,079
      -110
      -1,238
      -1,767
      -40
      -132
      -82
      -435
      -42
      -871
      -1,050
      -32
      -39
      46
      25
      -465
      76
      -49
      -169
      -101
      -40
      -75
      608
      92
      536
      41
      -867
      36
      461
      66
      162
      553
      282
      244
      -380
      -345
      -15
      -53
      -395
      -19
      -624
      -22
      128
      406
      206
      -1,187
      -274
      -21
      -19
      -607
      -1,299
      165
      389
      169
      272
      28
      233
      25
      23
      314
      131
      -604
      -79
      -25
      -15
      -33
      -694
      72
      347
      1,792
      780
      9
      1,187
      -2,537
      492
      -12
      -151
      -1
      403
      54
      -82
      -85
      -384
      -91
      -639
      -76
      -1,202
      -232
      -469
      129
      28
      -7
      -288
      -121
      1
      170
      58
      409
      112
      12
      30
      62
      -242
      -603
      210
      93
      415
      736
      1,619
      494
      450
      -6
      -2
      5
      15
      182
      -16
      4,148
      1
      23
      185
      118
      -1
      582
      479
      -1,247
      472
      52
      176
      198
      -599
      -23
      -85
      -746
      -460
      -125
      -243
      -737
      4
      -612
      -43
      347
      133
      192
      581
      431
      139
      179
      -93
      94
      94
      95
      8
      4
      50
      593
      176
      188
      638
      349
      1,071
      243
      455
       
      -28
      229
      -14
      -20
      -24
      -4
      -32
      -7
      2,203
      232
      45
      2
      336
      17
      3
      75
      25
      -284
      1,480
      -23
      -24
      -24
      -218
      764
      168
      543
      980
      348
      1,756
      621
      403
      45
      646
      98
      -11
      -14
      3,328
      1,218
      306
      98
      59
      58
      51
      -234
      -43
      -9
      -147
      -34
      -26
      1
      -23
      -3
       
      5
      5
      -4
      -6
      -6
      -4
      -5
      5
      16
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 12,005
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 560
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 560
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- ..... 5 560
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 580
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 580
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 20
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 20
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (212) 852-3049

    Located atbullet114 W 47TH ST NY8-114-07-07NEW YORKNY ZIP+4bullet100361510
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BANK OF AMERICA N A TRUSTEE
    2
    17,327    
    114 W 47TH ST NY8-114-07-07
    NEW YORK,NY100361510
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,177,884
    b
    Average of monthly cash balances.......................
    1b
    22,766
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,200,650
    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
    1,200,650
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,010
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,182,640
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    59,132
    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
    59,132
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    560
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    560
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    58,572
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    58,572
    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
    58,572
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    59,026
    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
    59,026
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    59,026
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 58,572
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 48,630
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 59,026
    a Applied to 2019, but not more than line 2a 48,630
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 10,396
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    48,176
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    MEMORIAL PARK PRESBYTERIAN
    8800 PEEBLES RD
    ALLISON PARK,PA151012716
    NONE PC GENERAL OPERATING 48,630
    Total .................................bullet 3a 48,630
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 35,623  
    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 12,005  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        1 64  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   47,692  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    47,692
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Name of Stock End of Year Book Value End of Year Fair Market Value
    911312106 UNITED PARCEL SERVIC    
    30231G102 EXXON MOBIL CORP 21,336 11,624
    674599105 OCCIDENTAL PETROLEUM    
    756109104 REALTY INCOME CORP    
    842587107 SOUTHERN CO/THE 11,464 13,637
    00287Y109 ABBVIE INC 14,463 17,787
    055622104 BP P L C SPONS ADR    
    136069101 CANADIAN IMPERIAL BA 16,713 17,009
    166764100 CHEVRONTEXACO CORP 16,534 13,850
    25746U109 DOMINION ENERGY INC 7,082 7,144
    446150104 HUNTINGTON BANCSHARE 9,316 8,854
    00206R102 AT&T INC 20,412 16,048
    05534B760 BCE INC 13,909 13,097
    110448107 BRITISH AMERICAN TOB 13,226 13,759
    718172109 PHILIP MORRIS INTERN 18,010 17,138
    494368103 KIMBERLY-CLARK CORP 3,868 3,640
    92343V104 VERIZON COMMUNICATIO 14,044 16,039
    92857W308 VODAFONE GROUP PLC 15,389 12,756
    95040Q104 WELLTOWER INC    
    02209S103 ALTRIA GROUP INC    
    26441C204 DUKE ENERGY CORP 10,638 11,994
    37733W105 GLAXOSMITHKLINE PLC    
    713448108 PEPSICO INC 9,100 10,826
    92276F100 VENTAS INC    
    G491BT108 INVESCO LTD    
    191216100 COCA-COLA CO/THE 3,516 4,113
    636274409 NATIONAL GRID PLC 12,636 10,802
    693475105 PNC FINANCIAL SERVIC 6,820 8,493
    69351T106 PPL CORP 7,132 6,063
    29250N105 ENBRIDGE INC 10,683 9,149
    N53745100 LYONDELLBASELL INDUS    
    717081103 PFIZER INC 14,689 14,319
    17275R102 CISCO SYSTEMS INC 10,788 11,904
    031162100 AMGEN INC 2,676 3,219
    7591EP100 REGIONS FINANCIAL CO 5,526 6,980
    87807B107 TC ENERGY CORP 7,226 6,149
    G0250X107 AMCOR PLC REG SHS    
    375558103 GILEAD SCIENCES INC 14,972 13,283
    780259107 ROYAL DUTCH SHELL PL    
    58933Y105 MERCK AND CO INC SHS 11,158 11,616
    G29183103 EATON CORP PLC 3,595 4,205
    744573106 PUBLIC SERVICE ENTER 3,395 3,964
    904767704 UNILEVER PLC AMER SH 9,287 10,261
    110122108 BRISTOL-MYERS SQUIBB 5,241 5,521
    459200101 INTERNATIONAL BUSINE 6,608 6,672
    46625H100 J P MORGAN CHASE & C 4,508 5,591
    88579Y101 3M CO 3,300 3,845
    025537101 AMERICAN ELECTRIC PO 7,213 7,161
    370334104 GENERAL MILLS INC 7,401 7,056
    22822V101 CROWN CASTLE INTERNA 5,300 5,253

    TY 2020 InvestmentsOtherSchedule2
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    81369Y100 MATERIALS SELECT SEC AT COST 5,389 6,949
    92204A405 VANGUARD FINANCIALS AT COST 35,200 41,015
    92204A702 VANGUARD INFORMATION AT COST 48,906 79,957
    78464A789 SPDR S&P INSURANCE E      
    464287556 ISHARES NASDAQ BIOTE AT COST 12,367 16,815
    81369Y407 CONSUMER DISCRETIONA AT COST 29,629 44,054
    81369Y886 UTILITIES SELECT SEC      
    33733E302 FIRST TR EXCHANGE TR AT COST 12,162 18,040
    4812C0381 JPMORGAN CORE BOND F AT COST 460,896 475,101
    81369Y209 HEALTH CARE SELECT S AT COST 37,321 45,830
    81369Y704 INDUSTRIAL SELECT SE AT COST 20,818 31,258
    81369Y308 CONSUMER STAPLES SEL AT COST 21,690 26,845
    81369Y506 ENERGY SELECT SECTOR AT COST 7,710 5,571
    81369Y852 COMM SERVICES SELECT AT COST 35,831 50,340
    81369Y860 REAL ESTATE SELECT S      
    69374H741 PACER BENCHMARK DATA AT COST 2,744 2,725
    316092865 FIDELITY MSCI UTILIT AT COST 3,901 3,896
    33734X192 FIRST TRUST CLOUD CO AT COST 13,886 19,956
    74347B169 PROSHARES ONLINE RET AT COST 4,957 5,461

    TY 2020 OtherDecreasesSchedule
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Description Amount
    COST BASIS ADJUSTMENT 134


    TY 2020 OtherExpensesSchedule
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER INVESTMENT EXPENSES 39 39   0


    TY 2020 OtherIncomeSchedule2
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 64 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Description Amount
    MUTUAL FUND TIMING ADJ 616


    TY 2020 TaxesSchedule
    Name:
    MARCIA HYDE CHARITABLE TRUST
    EIN:
    22-6979693
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 339 339   0
    FEDERAL ESTIMATES - PRINCIPAL 580 0   0