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
SUSIE AND SCOTT BENDER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07 AFT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

84-4015490
B Telephone number (see instructions)

(888) 866-3275
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$5,388,148
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... 91,573 80,571  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 848,867
b Gross sales price for all assets on line 6a 6,011,799
7 Capital gain net income (from Part IV, line 2)... 848,867
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 940,440 929,438  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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).... 38,244 22,946   15,298
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 374 374   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)....... 672 385   287
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,290 23,705 0 15,585
25 Contributions, gifts, grants paid....... 279,000 279,000
26 Total expenses and disbursements. Add lines 24 and 25 318,290 23,705 0 294,585
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 622,150
b Net investment income (if negative, enter -0-) 905,733
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.............   1,211 1,211
2 Savings and temporary cash investments.........   76,349 76,349
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)....... 403,141 Click to see attachment1,466,613 1,740,883
c Investments—corporate bonds (attach schedule).......   Click to see attachment1,067,213 1,088,140
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,719,015 Click to see attachment2,127,051 2,481,565
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) 4,122,156 4,738,437 5,388,148
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........ 4,122,156 4,738,437
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)..... 4,122,156 4,738,437
30 Total liabilities and net assets/fund balances (see instructions). 4,122,156 4,738,437
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
4,122,156
2
Enter amount from Part I, line 27a .....................
2
622,150
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
10
4
Add lines 1, 2, and 3 ..........................
4
4,744,316
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,879
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,738,437
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 274. AQR DIVERSIFIED ARBITRAGE FUND   2020-01-30 2020-09-22
b 127. AQR DIVERSIFIED ARBITRAGE FUND   2020-01-30 2020-12-22
c 16. ABBOTT LABORATORIES   2020-01-30 2020-02-28
d 6. ADOBE SYS INC COM   2020-01-30 2020-09-22
e 2. ADOBE SYS INC COM   2020-01-30 2020-09-28
4. ADVANCED AUTO PTS INC COM   2020-01-30 2020-09-22
6. ADVANCED AUTO PTS INC COM   2020-01-30 2020-09-28
15. AKAMAI TECHNOLOGIES INC   2020-01-30 2020-04-13
18. AKAMAI TECHNOLOGIES INC   2020-01-30 2020-12-14
5. AKAMAI TECHNOLOGIES INC   2020-01-30 2020-12-22
11. ALEXION PHARMACEUTICALS INC   2020-01-30 2020-09-28
13. ALEXION PHARMACEUTICALS INC   2020-01-30 2020-12-22
6. ALIBABA GROUP HOLDING LT   2020-01-30 2020-09-22
6. ALIBABA GROUP HOLDING LT   2020-01-30 2020-10-28
3. ALIBABA GROUP HOLDING LT   2020-01-30 2020-11-02
5. ALPHABET INC SHS CL A   2020-01-30 2020-06-18
14. ALPHABET INC SHS CL A   2020-01-30 2020-07-31
19. AMAZON COM INC   2018-04-25 2020-01-30
54. AMAZON COM INC   2015-12-30 2020-01-30
1. AMAZON COM INC   2018-04-25 2020-03-24
2. AMAZON COM INC   2018-04-25 2020-08-06
1. AMAZON COM INC   2018-04-25 2020-09-30
4. AMAZON COM INC   2018-04-25 2020-09-30
1. AMAZON COM INC   2018-04-25 2020-11-05
23. AMERICAN EXPRESS CO   2020-01-30 2020-11-06
7. AMERICAN EXPRESS CO   2020-01-30 2020-11-20
6. AMERICAN EXPRESS CO   2020-01-30 2020-11-24
5. AMERICAN EXPRESS CO   2020-01-30 2020-12-02
6. AMERICAN EXPRESS CO   2020-01-30 2020-12-07
8. AMERICAN EXPRESS CO   2020-01-30 2020-12-08
4. AMERICAN EXPRESS CO   2020-01-30 2020-12-10
18. AMERICAN EXPRESS CO   2020-01-30 2020-12-14
4. AMGEN INC   2020-01-30 2020-09-30
19. ANHEUSER-BUSCH INBEV ADR   2020-01-30 2020-03-11
3. ANTHEM INC   2020-02-18 2020-07-31
2. ANTHEM INC   2020-02-18 2020-09-11
3. ANTHEM INC   2020-02-18 2020-09-14
1. APPLE INC   2020-01-30 2020-08-06
9. APPLE INC   2020-01-30 2020-08-12
38. APPLE INC   2020-01-30 2020-12-22
5. APPLE INC   2020-01-30 2020-12-22
36. ARTISAN PARTNERS ASSET MANAGEMENT INC   2020-01-30 2020-11-25
32. ARTISAN PARTNERS ASSET MANAGEMENT INC   2020-01-30 2020-12-22
55. ASAHI KASEI CORP ADR   2020-01-30 2020-10-28
36. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2020-01-30 2020-03-19
31. BANK OF NEW YORK MELLON CORP/THE   2020-01-30 2020-02-18
32. BANK OF NEW YORK MELLON CORP/THE   2020-01-30 2020-02-19
1. BEIGENE LTD   2020-07-07 2020-12-11
4. BEIGENE LTD   2020-07-06 2020-12-11
14. BIOMARIN PHARMACEUTICAL INC   2020-01-30 2020-08-12
80. BLACKROCK GLOBAL LONG/SHORT EQUITY FUND   2020-01-30 2020-03-18
1. BLACKROCK GLOBAL LONG/SHORT CREDIT FUND   2020-01-30 2020-02-03
30. BLACKROCK GLOBAL LONG/SHORT CREDIT FUND   2020-01-30 2020-03-18
4. BOEING CO/THE   2020-01-30 2020-02-03
33. BOTTOMLINE TECHNOLOGIES DEL   2020-01-30 2020-12-22
3. BRIGHTVIEW HLDGS INC   2020-01-30 2020-06-03
1. BRIGHTVIEW HLDGS INC   2020-01-30 2020-06-03
145. BRIGHTVIEW HLDGS INC   2020-01-30 2020-12-22
2. BROADCOM INC   2020-01-30 2020-09-21
12. CH ROBINSON WORLDWIDE INC   2020-01-30 2020-09-22
17. CH ROBINSON WORLDWIDE INC   2020-01-30 2020-10-23
5. CH ROBINSON WORLDWIDE INC   2020-01-30 2020-10-26
7. CH ROBINSON WORLDWIDE INC   2020-01-30 2020-10-30
5. CH ROBINSON WORLDWIDE INC   2020-01-30 2020-11-02
9. CH ROBINSON WORLDWIDE INC   2020-01-30 2020-11-18
8. CH ROBINSON WORLDWIDE INC   2020-05-28 2020-11-19
226. CALLAWAY GOLF CO   2020-01-30 2020-08-03
73. CALLAWAY GOLF CO   2020-01-30 2020-12-22
36. CARLSBERG A/S   2020-01-30 2020-09-14
17. CARRIER GLOBAL CORP REG   2020-03-24 2020-04-09
6. CARRIER GLOBAL CORP REG   2020-03-13 2020-04-09
11. CARRIER GLOBAL CORP REG   2020-03-03 2020-04-09
9. CARRIER GLOBAL CORP REG   2020-03-02 2020-04-09
11. CARRIER GLOBAL CORP REG   2020-02-28 2020-04-09
9. CARRIER GLOBAL CORP REG   2020-02-27 2020-04-09
12. CARRIER GLOBAL CORP REG   2020-02-26 2020-04-09
51. CATALENT INC SHS   2020-01-30 2020-03-27
48. CATALENT INC SHS   2020-01-30 2020-05-15
37. CATALENT INC SHS   2020-01-30 2020-06-03
52. CATALENT INC SHS   2020-01-30 2020-08-03
53. CATALENT INC SHS   2020-01-30 2020-10-14
27. CERENCE INC REG SHS   2020-01-30 2020-06-03
169. CERENCE INC REG SHS   2020-01-30 2020-06-24
48. CERENCE INC REG SHS   2020-01-30 2020-10-14
3. CERENCE INC REG SHS   2020-01-30 2020-11-17
25. CERENCE INC REG SHS   2020-03-27 2020-11-17
20. CERENCE INC REG SHS   2020-03-27 2020-12-01
2. CHARTER COMMUNICATIONS   2020-01-30 2020-09-21
4. CINEMARK HOLDINGS INC   2020-03-27 2020-04-09
273. CINEMARK HOLDINGS INC   2020-01-30 2020-04-09
30. CISCO SYSTEMS INCORPORATED   2020-01-30 2020-10-13
2. COMCAST CORP   2020-01-30 2020-09-22
33. COMCAST CORP   2020-01-30 2020-09-22
6. COMCAST CORP   2020-01-30 2020-12-10
11. COMCAST CORP   2020-01-30 2020-12-18
13.77 CIE FINANCIERE RICHEMONT SA   2020-12-29 2020-12-29
3. COMPASS MINERALS INTERNATIONAL INC   2020-01-30 2020-06-24
11. COMPASS MINERALS INTERNATIONAL INC   2020-01-30 2020-09-01
57. CORNERSTONE ONDEMAND INC   2020-01-30 2020-10-14
34. CORNERSTONE ONDEMAND INC   2020-01-30 2020-12-22
2. COSTCO WHSL CORP NEW   2020-01-30 2020-03-13
1. COSTCO WHSL CORP NEW   2020-01-30 2020-07-31
3. COSTCO WHSL CORP NEW   2020-01-30 2020-09-30
11. CROWN CASTLE INTERNATIONAL CORP   2020-01-30 2020-03-11
21. DARDEN RESTAURANTS INC   2020-01-30 2020-03-18
2. DARDEN RESTAURANTS INC   2020-01-30 2020-03-19
10. DEERE & CO   2020-01-30 2020-03-11
11. DEERE & CO   2020-01-30 2020-10-27
27. DISNEY (WALT) CO COM STK   2020-01-30 2020-04-09
25. DISNEY (WALT) CO COM STK   2020-01-30 2020-12-22
3. DOUGLAS DYNAMICS INC   2020-01-30 2020-06-24
86. DOUGLAS DYNAMICS INC   2020-01-30 2020-10-14
43. EOG RESOURCES INC   2020-01-30 2020-03-04
8. ECOLAB INC   2020-01-30 2020-02-27
90. ENBRIDGE INC   2020-01-30 2020-11-11
15. EPAM SYSTEMS INC SHS   2020-01-30 2020-03-05
4. EPAM SYSTEMS INC SHS   2020-01-30 2020-05-15
24. EPAM SYSTEMS INC SHS   2020-01-30 2020-07-16
11. EPAM SYSTEMS INC SHS   2020-01-30 2020-08-03
1. EPAM SYSTEMS INC SHS   2020-03-27 2020-09-01
11. EPAM SYSTEMS INC SHS   2020-01-30 2020-09-01
11. EQUIFAX INC   2020-01-30 2020-04-20
4. EQUIFAX INC   2020-01-30 2020-04-21
1. EQUINIX INC   2020-01-30 2020-08-12
1. EQUINIX INC   2020-01-30 2020-09-22
1. EQUINIX INC   2020-01-30 2020-09-22
3. EXLSERVICE HLDGS INC   2020-01-30 2020-05-15
5. EXLSERVICE HLDGS INC   2020-01-30 2020-05-15
64. EXLSERVICE HLDGS INC   2020-01-30 2020-10-14
15. EXLSERVICE HLDGS INC   2020-01-30 2020-11-17
64. EXXON MOBIL CORPORATION   2020-01-30 2020-03-10
112. FACEBOOK INC   2015-08-25 2020-01-30
81. FACEBOOK INC   2015-10-01 2020-01-30
523. FACEBOOK INC   2019-01-04 2020-01-30
6. FACEBOOK INC   2019-01-04 2020-07-31
7. FACEBOOK INC   2019-01-04 2020-08-12
7. FACEBOOK INC   2019-01-04 2020-09-28
10. FACEBOOK INC   2019-01-04 2020-11-05
266.41 FHLMC SD 8044 03%2050   2020-03-25 2020-03-25
394.54 FHLMC SD 8044 03%2050   2020-04-27 2020-04-27
864.49 FHLMC SD 8044 03%2050   2020-05-26 2020-05-26
28000. FHLMC SD 8044 03%2050   2020-02-21 2020-05-28
506.89 FHLMC SD 8044 03%2050   2020-06-25 2020-06-25
991.88 FHLMC SD 8044 03%2050   2020-07-27 2020-07-27
1443.13 FHLMC SD 8044 03%2050   2020-08-25 2020-08-25
1587.5 FHLMC SD 8044 03%2050   2020-09-25 2020-09-25
1619.66 FHLMC SD 8044 03%2050   2020-10-26 2020-10-26
1691.6 FHLMC SD 8044 03%2050   2020-11-25 2020-11-25
1385.29 FHLMC SD 8044 03%2050   2020-12-28 2020-12-28
177.85 FHLMC SD 8057 03 50%2050   2020-11-25 2020-11-25
4000. FHLMC SD 8057 03 50%2050   2020-10-29 2020-12-11
162.1 FHLMC SD 8057 03 50%2050   2020-12-28 2020-12-28
72.77 FHLMC SD 8084 03%2050   2020-11-25 2020-11-25
111.25 FHLMC SD 8084 03%2050   2020-12-28 2020-12-28
100.95 FHLMC SD 8113 02%2050   2020-12-28 2020-12-28
210.84 FNMA PCA2588 04 50%2048   2020-11-25 2020-11-25
268.36 FNMA PCA2588 04 50%2048   2020-12-28 2020-12-28
3000. FNMA PMA3058 04%2047   2020-10-29 2020-11-17
89.92 FNMA PMA3058 04%2047   2020-11-25 2020-11-25
29000. FNMA PMA3333 04%2048   2020-10-19 2020-11-17
900.25 FNMA PMA3333 04%2048   2020-11-25 2020-11-25
1457.02 FNMA PMA3416 04 50%2048   2020-03-25 2020-03-25
2005.33 FNMA PMA3416 04 50%2048   2020-04-27 2020-04-27
2643.98 FNMA PMA3416 04 50%2048   2020-05-26 2020-05-26
2491.56 FNMA PMA3416 04 50%2048   2020-06-25 2020-06-25
2628.68 FNMA PMA3416 04 50%2048   2020-07-27 2020-07-27
2132.05 FNMA PMA3416 04 50%2048   2020-08-25 2020-08-25
1884.4 FNMA PMA3416 04 50%2048   2020-09-25 2020-09-25
1696.47 FNMA PMA3416 04 50%2048   2020-10-26 2020-10-26
1754.84 FNMA PMA3416 04 50%2048   2020-11-25 2020-11-25
1561.13 FNMA PMA3416 04 50%2048   2020-12-28 2020-12-28
1946.86 FNMA PMA3692 03 50%2049   2020-03-25 2020-03-25
3266.94 FNMA PMA3692 03 50%2049   2020-04-27 2020-04-27
3946.01 FNMA PMA3692 03 50%2049   2020-05-26 2020-05-26
23000. FNMA PMA3692 03 50%2049   2020-02-21 2020-06-25
3001.33 FNMA PMA3692 03 50%2049   2020-06-25 2020-06-25
1886.61 FNMA PMA3692 03 50%2049   2020-07-27 2020-07-27
1593.42 FNMA PMA3692 03 50%2049   2020-08-25 2020-08-25
1413.33 FNMA PMA3692 03 50%2049   2020-09-25 2020-09-25
1349.91 FNMA PMA3692 03 50%2049   2020-10-26 2020-10-26
1398.45 FNMA PMA3692 03 50%2049   2020-11-25 2020-11-25
34000. FNMA PMA3692 03 50%2049   2020-02-21 2020-12-11
1093.48 FNMA PMA3692 03 50%2049   2020-12-28 2020-12-28
552.45 FNMA PMA3694 04 50%2049   2020-11-25 2020-11-25
310.61 FNMA PMA3694 04 50%2049   2020-12-28 2020-12-28
2885.58 FNMA PMA3687 04%2049   2020-03-25 2020-03-25
36000. FNMA PMA3687 04%2049   2020-02-27 2020-03-30
1860.23 FNMA PMA3687 04%2049   2020-04-27 2020-04-27
2468.91 FNMA PMA3687 04%2049   2020-05-26 2020-05-26
2139.67 FNMA PMA3687 04%2049   2020-06-25 2020-06-25
2019.1 FNMA PMA3687 04%2049   2020-07-27 2020-07-27
1737.57 FNMA PMA3687 04%2049   2020-08-25 2020-08-25
1505.58 FNMA PMA3687 04%2049   2020-09-25 2020-09-25
1232.68 FNMA PMA3687 04%2049   2020-10-26 2020-10-26
44000. FNMA PMA3687 04%2049   2020-02-27 2020-11-17
1496.82 FNMA PMA3687 04%2049   2020-11-25 2020-11-25
959.5 FNMA PMA3835 03 50%2049   2020-04-27 2020-04-27
1460.28 FNMA PMA3835 03 50%2049   2020-05-26 2020-05-26
1689.31 FNMA PMA3835 03 50%2049   2020-06-25 2020-06-25
1652.8 FNMA PMA3835 03 50%2049   2020-07-27 2020-07-27
1197.64 FNMA PMA3835 03 50%2049   2020-08-25 2020-08-25
1184.12 FNMA PMA3835 03 50%2049   2020-09-25 2020-09-25
1306.01 FNMA PMA3835 03 50%2049   2020-10-26 2020-10-26
1343.58 FNMA PMA3835 03 50%2049   2020-11-25 2020-11-25
30000. FNMA PMA3835 03 50%2049   2020-03-30 2020-12-11
1150.48 FNMA PMA3835 03 50%2049   2020-12-28 2020-12-28
44.77 FNMA PMA3992 03 50%2050   2020-05-26 2020-05-26
67.75 FNMA PMA3992 03 50%2050   2020-06-25 2020-06-25
95.83 FNMA PMA3992 03 50%2050   2020-07-27 2020-07-27
172.39 FNMA PMA3992 03 50%2050   2020-08-25 2020-08-25
257.37 FNMA PMA3992 03 50%2050   2020-09-25 2020-09-25
387.57 FNMA PMA3992 03 50%2050   2020-10-26 2020-10-26
407.84 FNMA PMA3992 03 50%2050   2020-11-25 2020-11-25
7000. FNMA PMA3992 03 50%2050   2020-04-20 2020-12-11
397.97 FNMA PMA3992 03 50%2050   2020-12-28 2020-12-28
353.33 FNMA PMA4049 03 50%2050   2020-11-25 2020-11-25
9000. FNMA PMA4049 03 50%2050   2020-10-19 2020-12-11
424.51 FNMA PMA4049 03 50%2050   2020-12-28 2020-12-28
8. FIDELITY NATL INFORMATION SVCS INC COM   2020-01-30 2020-09-28
58. FIRST TR EXCHANGE TRADED   2020-01-30 2020-04-14
248. FIRST TR EXCHANGE TRADED   2020-01-30 2020-05-12
14. FIRST TR EXCHANGE TRADED   2020-01-30 2020-09-22
41. FIRST TR EXCHANGE TRADED   2020-01-30 2020-12-22
42. FIRST TRUST CLOUD COMPUTING ETF   2020-04-14 2020-09-22
140. FIRST TRUST CLOUD COMPUTING ETF   2020-04-14 2020-12-22
16608. GOTHAM ABSOLUTE RETURN   2014-09-18 2020-01-30
599. GOTHAM ABSOLUTE RETURN   2014-12-19 2020-01-30
3204. GOTHAM ABSOLUTE RETURN   2014-12-19 2020-01-30
1. GOTHAM ABSOLUTE RETURN   2014-12-19 2020-01-30
886.96 GOTHAM ABSOLUTE RETURN   2015-12-18 2020-01-30
2. GENTEX CORP   2020-01-30 2020-06-24
107. GENTEX CORP   2020-01-30 2020-12-07
47. GENTEX CORP   2020-01-30 2020-12-22
16. GODADDY INC SHS CL A   2020-01-30 2020-03-16
9. GODADDY INC SHS CL A   2020-01-30 2020-03-17
26000. GOLDMAN SACHS GROUP INC   2020-02-03 2020-07-23
5. WW GRAINGER INC   2020-01-30 2020-03-11
3. WW GRAINGER INC   2020-01-30 2020-09-28
49. HDFC BANK LTD ADR   2020-01-30 2020-04-07
15. HILLENBRAND INC   2020-01-30 2020-03-27
47. HILLENBRAND INC   2020-01-30 2020-12-22
40. HILTON WORLDWIDE HOLDINGS INC   2020-01-30 2020-03-16
8. HILTON WORLDWIDE HOLDINGS INC   2020-01-30 2020-03-19
3. HOME DEPOT INC/THE   2020-01-30 2020-04-06
3. HOME DEPOT INC/THE   2020-01-30 2020-04-06
5. HOME DEPOT INC/THE   2020-01-30 2020-08-12
18. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-05-19
5. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-05-27
7. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-06-02
8. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-06-04
5. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-06-09
6. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-06-11
14. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-06-16
3. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-08-19
3. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-08-19
7. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-08-19
11. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-11-30
10. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-12-10
2. HONEYWELL INTERNATIONAL INC   2020-01-30 2020-12-11
27. INOVALON HOLDINGS INC   2020-01-30 2020-05-15
43. ISHARES NASDAQ BIOTECH ETF   2020-01-30 2020-04-14
150. ISHARES NASDAQ BIOTECH ETF   2020-01-30 2020-05-12
51. ISHARES NASDAQ BIOTECH ETF   2020-01-30 2020-12-22
7. JOHNSON & JOHNSON   2020-01-30 2020-03-03
20. JOHNSON & JOHNSON   2020-01-30 2020-03-13
18. JOHNSON & JOHNSON   2020-01-30 2020-03-19
14. JOHNSON & JOHNSON   2020-01-30 2020-03-24
16. JOHNSON & JOHNSON   2020-01-30 2020-07-08
8. JOHNSON & JOHNSON   2020-01-30 2020-08-26
9. JOHNSON & JOHNSON   2020-01-30 2020-08-27
6. JOHNSON & JOHNSON   2020-01-30 2020-10-13
30. JOHNSON & JOHNSON   2020-01-30 2020-11-30
5. KNOWLES CORP SHS   2020-01-30 2020-03-27
317. KNOWLES CORP SHS   2020-01-30 2020-10-14
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1. KONINKLIJKE PHILIPS ELECTRS N V   2020-01-30 2020-09-11
32. KONINKLIJKE PHILIPS ELECTRS N V   2020-01-30 2020-09-14
27. L OREAL COMPANY ADR   2020-01-30 2020-08-03
25. LAS VEGAS SANDS CORP   2020-01-30 2020-03-16
40. LAS VEGAS SANDS CORP   2020-01-30 2020-10-27
21. LAS VEGAS SANDS CORP   2020-01-30 2020-12-02
2. LEGG MASON BW ABSOLUTE   2020-01-30 2020-02-03
23815. WESTERN ASSET SMASH SERIES EC FUND   2020-01-31 2020-09-23
5384. WESTERN ASSET SMASH SERIES EC FUND   2020-03-23 2020-09-23
658.95 WESTERN ASSET SMASH SERIES EC FUND   2020-09-29 2020-10-13
8733. WESTERN ASSET SMASH SERIES C FUND   2020-01-31 2020-09-23
5705. WESTERN ASSET SMASH SERIES C FUND   2020-05-12 2020-09-23
354.07 WESTERN ASSET SMASH SERIES C FUND   2020-09-29 2020-10-13
3410. WESTERN ASSET SMASH SERIES M FUND   2020-01-31 2020-03-23
3789.13 WESTERN ASSET SMASH SERIES M FUND   2020-01-31 2020-05-12
15872.87 WESTERN ASSET SMASH SERIES M FUND   2020-01-31 2020-09-23
1. LENDINGTREE INC   2020-03-05 2020-06-03
7. LENDINGTREE INC   2020-03-05 2020-12-22
57. LOGMEIN INC   2020-01-30 2020-03-12
13. MAXIM INTEGRATED PRODUCTS INC   2020-01-30 2020-07-23
8. MAXIM INTEGRATED PRODUCTS INC   2020-01-30 2020-07-24
8. MAXIM INTEGRATED PRODUCTS INC   2020-01-30 2020-08-26
3. MAXIM INTEGRATED PRODUCTS INC   2020-01-30 2020-08-27
28. MAXIM INTEGRATED PRODUCTS INC   2020-01-30 2020-09-02
14. MAXIM INTEGRATED PRODUCTS INC   2020-01-30 2020-09-11
3. MAXIM INTEGRATED PRODUCTS INC   2020-01-30 2020-09-14
2. MC CORMICK & CO INC COMMON NON-VOTING   2020-01-30 2020-03-06
3. MC CORMICK & CO INC COMMON NON-VOTING   2020-01-30 2020-03-10
5. MC CORMICK & CO INC COMMON NON-VOTING   2020-01-30 2020-03-11
3. MC CORMICK & CO INC COMMON NON-VOTING   2020-01-30 2020-03-13
14. MC CORMICK & CO INC COMMON NON-VOTING   2020-01-30 2020-03-17
20. MC DONALDS CORPORATION COMMON   2020-01-30 2020-04-15
2. MC DONALDS CORPORATION COMMON   2020-01-30 2020-04-16
7. MEDPACE HLDGS INC   2020-01-30 2020-06-03
24. MEDPACE HLDGS INC   2020-01-30 2020-08-03
1062. MERGER FUND/THE   2020-01-30 2020-02-03
163. MICROSOFT CORPORATION   2018-10-11 2020-01-30
42. MICROSOFT CORPORATION   2019-02-08 2020-01-30
626. MICROSOFT CORPORATION   2019-01-30 2020-01-30
25. MICROSOFT CORPORATION   2019-07-17 2020-01-30
69. MICROSOFT CORPORATION   2018-07-30 2020-01-30
165. MICROSOFT CORPORATION   2018-07-26 2020-01-30
161. MICROSOFT CORPORATION   2015-05-15 2020-01-30
421. MICROSOFT CORPORATION   2015-12-30 2020-01-30
7. MICROSOFT CORPORATION   2019-07-17 2020-02-06
3. MICROSOFT CORPORATION   2019-07-17 2020-02-24
8. MICROSOFT CORPORATION   2019-07-17 2020-03-04
14. MICROSOFT CORPORATION   2019-07-17 2020-03-10
11. MICROSOFT CORPORATION   2019-07-17 2020-03-23
9. MICROSOFT CORPORATION   2019-07-17 2020-03-25
3. MICROSOFT CORPORATION   2019-07-17 2020-05-21
2. MICROSOFT CORPORATION   2019-07-17 2020-09-22
7. MICROSOFT CORPORATION   2019-07-17 2020-09-22
4. MICROSOFT CORPORATION   2019-07-17 2020-12-22
5. MICROSOFT CORPORATION   2019-07-17 2020-12-22
5. MICROSOFT CORPORATION   2019-07-17 2020-12-22
1. MISTRAS GROUP INC   2020-01-30 2020-04-09
347. MISTRAS GROUP INC   2020-01-30 2020-04-09
1. MISTRAS GROUP INC   2020-01-30 2020-04-13
192. MISTRAS GROUP INC   2020-01-30 2020-04-13
7. MOBILE MINI INC   2020-01-30 2020-05-15
3. MOBILE MINI INC   2020-01-30 2020-05-15
2. MOBILE MINI INC   2020-01-30 2020-06-24
15. MONSTER BEVERAGE SHS   2020-03-05 2020-09-28
33. NASPERS LTD SHS CL N ADR   2020-01-30 2020-05-13
50. NASPERS LTD SHS CL N ADR   2020-01-30 2020-08-18
25489.43 NEUBERGER BERMAN LONG SHORT FUND   2017-05-25 2020-01-23
4378.52 NEUBERGER BERMAN LONG SHORT FUND   2014-09-18 2020-01-23
1369.93 NEUBERGER BERMAN LONG SHORT FUND   2018-04-02 2020-01-23
175.82 NEUBERGER BERMAN LONG SHORT FUND   2014-12-22 2020-01-23
1595.48 NEUBERGER BERMAN LONG SHORT FUND   2017-10-04 2020-01-23
12.06 NEUBERGER BERMAN LONG SHORT FUND   2015-12-24 2020-01-23
1. NEUBERGER BERMAN LONG SHORT FUND   2015-12-24 2020-01-23
311.46 NEUBERGER BERMAN LONG SHORT FUND   2014-12-22 2020-01-23
4155.96 NEUBERGER BERMAN LONG SHORT FUND   2018-04-02 2020-01-30
5210.41 NEUBERGER BERMAN LONG SHORT FUND   2019-01-31 2020-01-30
43. NUTANIX INC   2020-01-30 2020-09-28
2. NVIDIA CORP   2020-01-30 2020-04-20
4. NVIDIA CORP   2020-01-30 2020-08-12
2. NVIDIA CORP   2020-01-30 2020-09-30
7. NUTRIEN LTD   2020-01-30 2020-07-29
40. NUTRIEN LTD   2020-01-30 2020-07-30
41. O-I GLASS INC REG SHS   2020-01-30 2020-03-05
383. O-I GLASS INC REG SHS   2020-01-30 2020-03-06
9000. OCCIDENTAL PETROLEUM COR   2020-01-31 2020-10-08
2000. OCCIDENTAL PETROLEUM COR   2020-01-31 2020-10-14
5000. OCCIDENTAL PETROLEUM COR   2020-01-31 2020-10-20
11. OLD DOMINION FREIGHT LINE INC   2020-05-12 2020-05-20
9. ONEOK INC   2020-01-30 2020-03-12
24. ONEOK INC   2020-01-30 2020-03-13
25. ORACLE CORP   2020-01-30 2020-03-03
22. ORACLE CORP   2020-01-30 2020-03-05
21. ORACLE CORP   2020-01-30 2020-03-16
76. ORACLE CORP   2020-01-30 2020-03-25
.5 OTIS WORLDWIDE CORP REG   2020-02-26 2020-04-13
5.5 OTIS WORLDWIDE CORP REG   2020-02-26 2020-05-28
2.5 OTIS WORLDWIDE CORP REG   2020-02-27 2020-05-28
2. OTIS WORLDWIDE CORP REG   2020-02-27 2020-05-29
8.5 OTIS WORLDWIDE CORP REG   2020-03-24 2020-05-29
5.5 OTIS WORLDWIDE CORP REG   2020-02-28 2020-05-29
3. OTIS WORLDWIDE CORP REG   2020-03-13 2020-05-29
4.5 OTIS WORLDWIDE CORP REG   2020-03-02 2020-05-29
5.5 OTIS WORLDWIDE CORP REG   2020-03-03 2020-05-29
7. PALO ALTO NETWORKS INC   2020-01-30 2020-02-03
7. PALO ALTO NETWORKS INC   2020-01-30 2020-12-22
67. PERNOD RICARD SA   2020-01-30 2020-03-17
42. PFIZER INC   2020-01-30 2020-02-06
124. PFIZER INC   2020-01-30 2020-05-08
45. PFIZER INC   2020-01-30 2020-05-11
3. PIMCO DYNAMIC BOND FUND   2020-01-30 2020-02-03
35. PIMCO DYNAMIC BOND FUND   2020-01-30 2020-03-18
6. PIONEER NAT RES CO   2020-01-30 2020-04-20
5. PIONEER NAT RES CO   2020-01-30 2020-04-21
8. PIONEER NAT RES CO   2020-01-30 2020-04-22
6. PIONEER NAT RES CO   2020-01-30 2020-04-27
12. PIONEER NAT RES CO   2020-01-30 2020-04-29
442. PLAYAGS INC   2020-01-30 2020-04-09
32. PROSHARES ONLINE RETAIL   2020-10-20 2020-12-22
20. QUALCOMM INC   2020-01-30 2020-08-12
279. QUOTIENT TECHNOLOGY INC   2020-01-30 2020-10-14
196. ABBEY CAPITAL FUTURES STRATEGY FUND   2020-01-30 2020-03-18
26. REALTY INCOME CORP   2020-01-30 2020-04-07
76. ROYAL DUTCH SHELL PLC   2020-01-30 2020-03-19
4. SPS COMMERCE INC   2020-04-09 2020-05-15
8. SPS COMMERCE INC   2020-04-09 2020-06-03
42. SPS COMMERCE INC   2020-04-09 2020-08-03
12. SPS COMMERCE INC   2020-04-09 2020-10-14
22. SPDR S&P INSURANCE ETF   2020-01-30 2020-04-14
109. SPDR S&P INSURANCE ETF   2020-01-30 2020-05-12
52. SPDR S&P INSURANCE ETF   2020-01-30 2020-08-12
450. SPDR S&P INSURANCE ETF   2020-01-30 2020-10-20
24. SP PLUS CORP   2020-01-30 2020-08-03
85. SP PLUS CORP   2020-01-30 2020-10-14
10. SALESFORCE COM INC   2020-01-30 2020-09-22
3. SALESFORCE COM INC   2020-01-30 2020-09-30
58. SCHLUMBERGER LTD COM   2020-02-03 2020-03-12
48. SCHLUMBERGER LTD COM   2020-01-30 2020-03-12
20. SCHWAB CHARLES CORP NEW COM   2020-01-30 2020-03-05
38. SCHWAB CHARLES CORP NEW COM   2020-01-30 2020-03-11
28. SCHWAB CHARLES CORP NEW COM   2020-01-30 2020-06-05
29. SCHWAB CHARLES CORP NEW COM   2020-01-30 2020-06-12
28. SCHWAB CHARLES CORP NEW COM   2020-01-30 2020-06-16
42. SCHWAB CHARLES CORP NEW COM   2020-01-30 2020-06-24
99. MATERIALS SELECT SECTOR SPDR FUND   2020-01-30 2020-03-12
14. MATERIALS SELECT SECTOR SPDR FUND   2020-01-30 2020-04-14
234. MATERIALS SELECT SECTOR SPDR FUND   2020-01-30 2020-04-14
34. MATERIALS SELECT SECTOR SPDR FUND   2020-01-30 2020-12-22
16. HEALTH CARE SELECT SPDR   2020-01-30 2020-04-14
24. HEALTH CARE SELECT SPDR   2020-01-30 2020-12-22
868. SECTOR SPDR CONSMRS STPL   2019-01-09 2020-01-30
851. SECTOR SPDR CONSMRS STPL   2018-03-06 2020-01-30
1417. SECTOR SPDR CONSMRS STPL   2018-05-25 2020-01-30
683. SECTOR SPDR CONSMRS STPL   2018-10-10 2020-01-30
1. SECTOR SPDR CONSMRS STPL   2018-10-11 2020-01-30
1147. SECTOR SPDR CONSMRS STPL   2018-10-12 2020-01-30
2564. SECTOR SPDR CONSMRS STPL   2019-01-16 2020-01-30
94. SECTOR SPDR CONSMRS STPL   2019-01-16 2020-04-14
57. SECTOR SPDR CONSMRS STPL   2019-04-23 2020-04-14
717. SECTOR SPDR CONSMRS STPL   2019-04-23 2020-05-12
34. SECTOR SPDR CONSMRS STPL   2019-04-23 2020-08-12
22. SECTOR SPDR CONSMRS STPL   2019-04-23 2020-09-22
783. CONSUMER DISCRETIONARY SPDR   2018-10-12 2020-01-30
1908. CONSUMER DISCRETIONARY SPDR   2019-01-09 2020-01-30
67. CONSUMER DISCRETIONARY SPDR   2019-01-16 2020-01-30
215. CONSUMER DISCRETIONARY SPDR   2019-03-20 2020-01-30
12. CONSUMER DISCRETIONARY SPDR   2019-03-20 2020-08-12
34. CONSUMER DISCRETIONARY SPDR   2019-03-20 2020-09-22
32. CONSUMER DISCRETIONARY SPDR   2019-03-20 2020-09-28
77. CONSUMER DISCRETIONARY SPDR   2019-03-20 2020-10-20
11. CONSUMER DISCRETIONARY SPDR   2019-03-20 2020-12-22
24. ENERGY SELECT SECTOR SPDR FUND   2020-01-30 2020-03-12
200. ENERGY SELECT SECTOR SPDR FUND   2020-01-30 2020-05-12
4. ENERGY SELECT SECTOR SPDR FUND   2020-01-30 2020-05-12
98. ENERGY SELECT SECTOR SPDR FUND   2020-01-30 2020-08-12
100. ENERGY SELECT SECTOR SPDR FUND   2020-01-30 2020-12-22
4377. SECTOR SPDR INDUSTRIAL   2019-01-09 2020-01-30
81. SECTOR SPDR INDUSTRIAL   2019-01-09 2020-05-12
232. SECTOR SPDR INDUSTRIAL   2019-01-09 2020-05-12
139. SECTOR SPDR INDUSTRIAL   2019-01-09 2020-08-12
27. SECTOR SPDR INDUSTRIAL   2019-01-09 2020-09-29
112. SECTOR SPDR INDUSTRIAL   2019-01-09 2020-12-22
2330. COMM SERVICES SELECT   2019-03-20 2020-01-30
3618. COMM SERVICES SELECT   2019-01-16 2020-01-30
88. COMM SERVICES SELECT   2019-08-14 2020-01-30
40. COMM SERVICES SELECT   2019-08-14 2020-09-22
52. COMM SERVICES SELECT   2019-08-14 2020-09-29
141. COMM SERVICES SELECT   2019-08-14 2020-12-22
3. REAL ESTATE SELECT SECTOR SPDR FUND   2020-01-30 2020-04-14
675. REAL ESTATE SELECT SECTOR SPDR FUND   2020-01-30 2020-05-12
24. REAL ESTATE SELECT SECTOR SPDR FUND   2020-01-30 2020-08-12
308. REAL ESTATE SELECT SECTOR SPDR FUND   2020-01-30 2020-10-20
118. UTILITIES SELECT SECTOR SPDR FUND   2020-01-30 2020-03-12
181. UTILITIES SELECT SECTOR SPDR FUND   2020-01-30 2020-05-12
19. UTILITIES SELECT SECTOR SPDR FUND   2020-01-30 2020-05-12
32. UTILITIES SELECT SECTOR SPDR FUND   2020-01-30 2020-08-12
232. UTILITIES SELECT SECTOR SPDR FUND   2020-01-30 2020-10-20
19. UTILITIES SELECT SECTOR SPDR FUND   2020-01-30 2020-10-20
16. SEMPRA ENERGY   2020-01-30 2020-05-05
8. SEMPRA ENERGY   2020-01-30 2020-05-12
2. SERVICEMASTER GLOBAL   2020-01-30 2020-06-24
53. SHIN-ETSU CHEMICAL CO LTD   2020-01-30 2020-06-23
12. SHIONOGI & CO LTD   2020-03-19 2020-11-12
16. SHIONOGI & CO LTD   2020-03-20 2020-11-12
135. SHIONOGI & CO LTD   2020-03-23 2020-11-12
10. SHUTTERSTK INC SHS   2020-01-30 2020-05-15
3. SHUTTERSTK INC SHS   2020-01-30 2020-06-03
1. SHUTTERSTK INC SHS   2020-01-30 2020-06-03
36. SHUTTERSTK INC SHS   2020-01-30 2020-08-03
45. SHUTTERSTK INC SHS   2020-01-30 2020-11-03
27. SHUTTERSTK INC SHS   2020-01-30 2020-12-22
18. SIMON PROPERTY GROUP INC   2020-01-30 2020-03-18
37. SIMON PROPERTY GROUP INC   2020-01-30 2020-03-23
16. SOFTBANK GROUP CORP   2020-01-30 2020-08-03
66. SOFTBANK GROUP CORP   2020-01-30 2020-09-14
1. STERICYCLE INC COM   2020-01-30 2020-06-24
23. STERICYCLE INC COM   2020-01-30 2020-12-22
63. SYSCO CORPORATION   2020-01-30 2020-03-23
16. TAIWAN S MANUFCTRING ADR   2020-01-30 2020-07-31
15. TENCENT HOLDINGS LTD ADR   2020-01-30 2020-07-13
15. TERMINIX GLOBAL HLDGS   2020-01-30 2020-10-14
31. TERMINIX GLOBAL HLDGS   2020-01-30 2020-12-22
11. TEXAS INSTRUMENTS INC   2020-01-30 2020-09-22
3. TEXAS INSTRUMENTS INC   2020-01-30 2020-09-22
4. THERMO FISHER SCIENTIFIC INC   2020-01-30 2020-09-22
2. THERMO FISHER SCIENTIFIC INC   2020-01-30 2020-09-30
4. THERMO FISHER SCIENTIFIC INC   2020-01-30 2020-11-05
1. TRANSDIGM GROUP INC COM   2020-01-30 2020-06-22
1. TRANSDIGM GROUP INC COM   2020-01-30 2020-07-13
3. TRANSDIGM GROUP INC COM   2020-01-30 2020-07-14
6. ULTA SALON COSMETICS &   2020-05-21 2020-09-22
20. UNITED PARCEL SERVICE CL B   2020-01-30 2020-08-12
13. UNITED PARCEL SERVICE CL B   2020-01-30 2020-09-28
3000. U.S. TREASURY BOND   2020-01-31 2020-10-13
3000. U.S. TREASURY BOND   2020-01-31 2020-10-13
11000. U.S. TREASURY BOND   2020-01-31 2020-03-05
4000. U.S. TREASURY BOND   2020-01-31 2020-03-30
23000. U.S. TREASURY NOTE   2020-01-31 2020-06-08
5. UNITEDHEALTH GROUP INC   2020-01-30 2020-09-28
6. UNITEDHEALTH GROUP INC   2020-01-30 2020-11-05
8. VALERO ENERGY CORP - NEW   2020-01-30 2020-03-26
25. VALERO ENERGY CORP - NEW   2020-01-30 2020-03-26
11. VALERO ENERGY CORP - NEW   2020-01-30 2020-11-18
9. VALERO ENERGY CORP - NEW   2020-01-30 2020-11-19
2. VALERO ENERGY CORP - NEW   2020-01-30 2020-11-19
5887. VANGUARD FINANCIALS ETF   2019-01-09 2020-01-30
26. VANGUARD FINANCIALS ETF   2019-01-09 2020-04-14
195. VANGUARD FINANCIALS ETF   2019-01-09 2020-08-12
271. VANGUARD FINANCIALS ETF   2019-01-09 2020-12-22
814. VANGUARD INFORMATION TECHNOLOGY ETF   2019-01-09 2020-01-30
295. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2020-01-30
976. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2020-01-30
7. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2020-04-14
36. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2020-09-22
20. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2020-09-28
66. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2020-12-22
71. VERINT SYSTEMS INC   2020-01-30 2020-10-14
6. VISA INC   2020-01-30 2020-06-22
9. VISA INC   2020-01-30 2020-08-12
7. VISA INC   2020-01-30 2020-09-28
7. VISA INC   2020-01-30 2020-12-22
2. VISA INC   2020-01-30 2020-12-22
80. VODAFONE GROUP PLC   2020-01-30 2020-03-26
20. VODAFONE GROUP PLC   2020-02-18 2020-03-26
36. VODAFONE GROUP PLC   2020-02-18 2020-06-19
50. VODAFONE GROUP PLC   2020-02-19 2020-06-19
70. VTECH HOLDINGS LTD   2020-03-05 2020-07-07
23. VTECH HOLDINGS LTD   2020-03-06 2020-07-08
17. VTECH HOLDINGS LTD   2020-03-05 2020-07-08
18. VTECH HOLDINGS LTD   2020-03-09 2020-07-09
14. VTECH HOLDINGS LTD   2020-03-06 2020-07-09
55. VTECH HOLDINGS LTD   2020-03-10 2020-07-10
41. VTECH HOLDINGS LTD   2020-03-09 2020-07-10
7. WEC ENERGY GROUP INC   2020-01-30 2020-07-08
3. WEC ENERGY GROUP INC   2020-01-30 2020-07-09
1. WABTEC   2020-01-30 2020-09-11
18. WABTEC   2020-01-30 2020-09-14
31. WELLS FARGO COMPANY   2020-01-30 2020-02-28
21. WILLIAMS COMPANIES DEL   2020-01-30 2020-02-24
72. WILLIAMS COMPANIES DEL   2020-01-30 2020-02-25
40. WILLIAMS COMPANIES DEL   2020-01-30 2020-02-28
51. WILLIAMS COMPANIES DEL   2020-01-30 2020-03-02
1. WILLSCOT CORP   2020-01-30 2020-07-20
35. WILLSCOT MOBILE MINI   2020-01-30 2020-08-03
94. WILLSCOT MOBILE MINI   2020-01-30 2020-12-22
8. ZOETIS INC   2020-01-30 2020-09-22
19. IHS MARKIT LTD SHS   2020-01-30 2020-09-28
5. LINDE PLC REG SHS   2020-01-30 2020-02-26
5. LINDE PLC REG SHS   2020-01-30 2020-02-28
6. LINDE PLC REG SHS   2020-01-30 2020-03-02
5. LINDE PLC REG SHS   2020-01-30 2020-03-04
13. LINDE PLC REG SHS   2020-01-30 2020-03-06
9. APTIV PLC SHS   2020-02-27 2020-09-30
8. ASML HLDG NV NY REG SHS   2020-01-30 2020-03-19
1. ASML HLDG NV NY REG SHS   2020-01-30 2020-09-21
16. LYONDELLBASELL INDUSTRIE   2020-01-30 2020-03-18
22. LYONDELLBASELL INDUSTRIE   2020-01-30 2020-03-19
4. LYONDELLBASELL INDUSTRIE   2020-01-30 2020-12-10
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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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,822   2,570 252
b 1,447   1,188 259
c 1,213   1,418 -205
d 2,842   2,125 717
e 977   708 269
603   536 67
921   803 118
1,411   1,406 5
1,878   1,687 191
531   469 62
1,244   1,128 116
1,990   1,333 657
1,637   1,242 395
1,851   1,242 609
927   621 306
7,173   7,211 -38
20,620   20,191 429
35,412   27,657 7,755
100,644   37,434 63,210
1,940   1,456 484
6,366   2,911 3,455
3,151   1,456 1,695
12,628   5,823 6,805
3,336   1,456 1,880
2,231   3,040 -809
789   925 -136
719   793 -74
605   661 -56
738   793 -55
988   1,058 -70
486   529 -43
2,124   2,379 -255
996   901 95
936   1,438 -502
813   905 -92
515   603 -88
782   905 -123
444   321 123
4,002   2,885 1,117
5,016   3,045 1,971
660   401 259
1,651   1,201 450
1,595   1,067 528
975   1,144 -169
1,454   1,766 -312
1,403   1,403  
1,451   1,448 3
227   199 28
908   789 119
1,645   1,185 460
874   930 -56
10   10  
278   300 -22
1,277   1,286 -9
1,609   1,872 -263
44   48 -4
15   16 -1
2,158   2,304 -146
692   623 69
1,231   867 364
1,701   1,228 473
495   361 134
616   506 110
439   361 78
839   650 189
746   649 97
4,319   4,906 -587
1,782   1,585 197
983   1,049 -66
248   245 3
88   113 -25
161   253 -92
131   202 -71
161   242 -81
131   208 -77
175   288 -113
2,449   3,156 -707
3,516   2,970 546
2,913   2,289 624
4,682   3,218 1,464
4,980   3,280 1,700
1,024   606 418
6,951   3,796 3,155
2,671   1,078 1,593
210   67 143
1,746   437 1,309
1,828   349 1,479
1,228   980 248
51   48 3
3,449   8,812 -5,363
1,194   1,401 -207
91   88 3
1,502   1,450 52
303   264 39
561   483 78
14   14  
145   175 -30
631   643 -12
2,108   3,350 -1,242
1,582   1,998 -416
572   617 -45
323   309 14
1,056   926 130
1,687   1,655 32
713   2,467 -1,754
77   235 -158
1,470   1,600 -130
2,526   1,760 766
2,847   3,689 -842
4,261   3,416 845
105   162 -57
3,108   4,638 -1,530
2,741   3,207 -466
1,512   1,582 -70
2,742   3,685 -943
3,485   3,459 26
861   922 -61
6,196   5,534 662
3,221   2,536 685
332   181 151
3,651   2,536 1,115
1,387   1,672 -285
505   608 -103
767   606 161
748   606 142
748   606 142
163   222 -59
272   370 -98
4,593   4,734 -141
1,226   1,110 116
2,693   4,085 -1,392
23,489   9,548 13,941
16,988   7,272 9,716
109,685   71,713 37,972
1,513   823 690
1,837   960 877
1,798   960 838
2,917   1,371 1,546
266   266  
395   395  
864   864  
28,631   27,875 756
507   507  
992   992  
1,443   1,443  
1,588   1,588  
1,620   1,620  
1,692   1,692  
1,385   1,385  
178   178  
3,297   3,324 -27
162   162  
73   73  
111   111  
101   101  
211   211  
268   268  
1,192   1,115 77
90   90  
12,724   11,911 813
900   900  
1,457   1,457  
2,005   2,005  
2,644   2,644  
2,492   2,492  
2,629   2,629  
2,132   2,132  
1,884   1,884  
1,696   1,696  
1,755   1,755  
1,561   1,561  
1,947   1,947  
3,267   3,267  
3,946   3,946  
15,890   15,647 243
3,001   3,001  
1,887   1,887  
1,593   1,593  
1,413   1,413  
1,350   1,350  
1,398   1,398  
14,346   14,225 121
1,093   1,093  
552   552  
311   311  
2,886   2,886  
29,377   29,060 317
1,860   1,860  
2,469   2,469  
2,140   2,140  
2,019   2,019  
1,738   1,738  
1,506   1,506  
1,233   1,233  
20,558   20,456 102
1,497   1,497  
960   960  
1,460   1,460  
1,689   1,689  
1,653   1,653  
1,198   1,198  
1,184   1,184  
1,306   1,306  
1,344   1,344  
17,950   18,268 -318
1,150   1,150  
45   45  
68   68  
96   96  
172   172  
257   257  
388   388  
408   408  
5,426   5,529 -103
398   398  
353   353  
8,049   8,145 -96
425   425  
1,184   1,176 8
7,985   8,445 -460
38,794   36,109 2,685
2,554   2,038 516
8,963   5,970 2,993
3,221   2,494 727
13,727   8,315 5,412
252,276   230,851 21,425
9,099   8,284 815
48,669   44,311 4,358
15   14 1
13,473   10,918 2,555
53   61 -8
3,570   3,290 280
1,593   1,445 148
725   1,111 -386
391   625 -234
28,777   27,861 916
1,289   1,570 -281
1,063   942 121
1,852   2,814 -962
273   444 -171
1,801   1,390 411
2,827   4,337 -1,510
453   867 -414
566   696 -130
566   696 -130
1,394   1,161 233
2,409   3,179 -770
742   883 -141
1,035   1,236 -201
1,228   1,413 -185
793   883 -90
876   1,060 -184
2,094   2,472 -378
473   530 -57
473   530 -57
1,103   1,236 -133
2,259   1,943 316
2,121   1,766 355
422   353 69
432   548 -116
5,082   4,961 121
20,350   17,306 3,044
8,009   5,884 2,125
954   1,048 -94
2,568   2,995 -427
2,309   2,695 -386
1,633   2,096 -463
2,281   2,396 -115
1,219   1,198 21
1,371   1,348 23
890   898 -8
4,312   4,492 -180
71   100 -29
5,138   6,354 -1,216
24   23 1
47   46 1
1,503   1,470 33
1,781   1,555 226
1,013   1,635 -622
1,933   2,616 -683
1,194   1,374 -180
24   24  
207,667   224,337 -16,670
46,948   39,680 7,268
5,825   5,726 99
82,090   86,282 -4,192
53,627   50,489 3,138
3,378   3,311 67
36,658   37,408 -750
42,400   41,567 833
179,522   174,125 5,397
268   273 -5
1,927   1,911 16
4,624   4,910 -286
881   799 82
538   492 46
564   492 72
210   184 26
1,977   1,721 256
930   860 70
199   184 15
299   331 -32
444   496 -52
726   827 -101
399   496 -97
1,877   2,315 -438
3,565   4,311 -746
351   431 -80
635   613 22
2,993   2,100 893
18,245   18,245  
28,090   17,628 10,462
7,238   4,414 2,824
107,878   66,024 41,854
4,308   3,430 878
11,891   7,268 4,623
28,434   18,213 10,221
27,745   7,804 19,941
72,551   23,870 48,681
1,278   961 317
517   412 105
1,344   1,098 246
2,176   1,921 255
1,519   1,509 10
1,364   1,235 129
554   412 142
408   274 134
1,428   961 467
897   549 348
1,121   686 435
1,121   686 435
4   11 -7
1,395   3,866 -2,471
4   4  
753   2,139 -1,386
193   300 -107
83   128 -45
71   86 -15
1,205   1,012 193
1,137   1,096 41
1,729   1,660 69
382,337   350,613 31,724
65,677   57,177 8,500
20,549   19,594 955
2,637   2,266 371
23,932   22,550 1,382
181   150 31
15   13 2
4,672   4,015 657
62,256   59,441 2,815
78,052   69,492 8,560
950   1,420 -470
580   487 93
1,776   973 803
1,062   487 575
234   301 -67
1,312   1,718 -406
414   506 -92
3,740   4,729 -989
7,403   9,383 -1,980
1,656   2,085 -429
4,123   5,212 -1,089
1,713   1,714 -1
259   674 -415
677   1,796 -1,119
1,242   1,322 -80
1,070   1,163 -93
941   1,110 -169
3,614   4,019 -405
23   36 -13
285   396 -111
130   173 -43
102   138 -36
435   367 68
282   363 -81
154   169 -15
231   303 -72
282   380 -98
1,648   1,659 -11
2,590   1,659 931
1,776   2,328 -552
1,603   1,550 53
4,615   4,577 38
1,688   1,661 27
32   32  
346   371 -25
434   817 -383
355   681 -326
635   1,089 -454
476   817 -341
1,037   1,634 -597
1,082   4,412 -3,330
2,532   2,203 329
2,219   1,730 489
2,361   2,830 -469
2,248   2,144 104
1,322   2,038 -716
1,732   4,123 -2,391
232   202 30
576   404 172
3,105   2,122 983
1,033   606 427
593   786 -193
2,765   3,895 -1,130
1,561   1,858 -297
13,275   16,078 -2,803
391   1,003 -612
1,563   3,552 -1,989
2,426   1,846 580
742   554 188
881   1,947 -1,066
729   1,612 -883
701   938 -237
1,163   1,783 -620
1,221   1,314 -93
1,052   1,361 -309
1,039   1,314 -275
1,436   1,971 -535
4,356   5,787 -1,431
708   818 -110
11,835   13,679 -1,844
2,419   1,988 431
1,543   1,611 -68
2,670   2,416 254
55,189   44,580 10,609
54,108   45,826 8,282
90,095   70,957 19,138
43,426   37,037 6,389
64   53 11
72,928   60,000 12,928
163,024   132,379 30,645
5,651   4,853 798
3,427   3,239 188
41,478   40,740 738
2,188   1,932 256
1,391   1,250 141
97,446   85,308 12,138
237,454   200,448 37,006
8,338   7,027 1,311
26,757   24,101 2,656
1,724   1,345 379
4,848   3,811 1,037
4,706   3,587 1,119
11,736   8,632 3,104
1,720   1,233 487
726   1,307 -581
7,662   10,890 -3,228
153   218 -65
3,766   5,336 -1,570
3,801   5,445 -1,644
360,583   294,485 66,098
5,011   5,450 -439
14,351   15,609 -1,258
10,807   9,352 1,455
2,097   1,817 280
9,828   7,535 2,293
126,968   109,137 17,831
197,154   161,576 35,578
4,795   4,270 525
2,336   1,941 395
3,093   2,523 570
9,267   6,841 2,426
105   119 -14
21,289   26,774 -5,485
867   952 -85
11,026   12,217 -1,191
6,536   8,131 -1,595
10,049   12,472 -2,423
1,055   1,309 -254
1,957   2,205 -248
14,753   15,986 -1,233
1,208   1,398 -190
2,000   2,567 -567
986   1,283 -297
70   73 -3
1,521   1,512 9
160   122 38
213   169 44
1,798   1,438 360
369   441 -72
113   132 -19
38   44 -6
1,961   1,589 372
2,917   1,986 931
1,986   1,192 794
808   2,456 -1,648
1,778   5,048 -3,270
516   332 184
1,985   1,369 616
56   64 -8
1,591   1,472 119
2,207   5,190 -2,983
1,244   886 358
1,027   729 298
688   549 139
1,586   1,135 451
1,507   1,359 148
411   371 40
1,699   1,271 428
876   636 240
2,057   1,271 786
461   651 -190
415   651 -236
1,238   1,954 -716
1,369   1,320 49
3,162   2,162 1,000
2,194   1,406 788
3,986   3,578 408
3,667   3,291 376
14,690   13,435 1,255
5,700   4,884 816
23,128   23,056 72
1,523   1,390 133
2,123   1,668 455
321   698 -377
1,054   2,182 -1,128
576   960 -384
456   785 -329
101   175 -74
443,002   361,226 81,776
1,417   1,595 -178
12,099   11,965 134
19,147   16,629 2,518
210,832   139,715 71,117
76,407   65,109 11,298
252,791   207,712 45,079
1,625   1,545 80
10,836   7,946 2,890
6,192   4,414 1,778
23,337   14,567 8,770
3,823   4,150 -327
1,175   1,236 -61
1,797   1,855 -58
1,406   1,443 -37
1,449   1,443 6
414   412 2
1,168   1,576 -408
292   403 -111
571   725 -154
793   1,009 -216
420   628 -208
138   203 -65
102   153 -51
109   151 -42
84   123 -39
328   468 -140
245   344 -99
622   699 -77
261   300 -39
68   76 -8
1,218   1,374 -156
1,240   1,476 -236
430   441 -11
1,422   1,512 -90
753   840 -87
965   1,071 -106
4   5 -1
529   623 -94
2,118   1,674 444
1,286   1,103 183
1,526   1,511 15
1,023   1,033 -10
944   1,033 -89
1,161   1,239 -78
1,007   1,033 -26
2,457   2,685 -228
830   715 115
1,718   2,346 -628
354   293 61
640   1,319 -679
920   1,814 -894
353   330 23
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      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
      7,640
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       252
b       259
c       -205
d       717
e       269
      67
      118
      5
      191
      62
      116
      657
      395
      609
      306
      -38
      429
      7,755
      63,210
      484
      3,455
      1,695
      6,805
      1,880
      -809
      -136
      -74
      -56
      -55
      -70
      -43
      -255
      95
      -502
      -92
      -88
      -123
      123
      1,117
      1,971
      259
      450
      528
      -169
      -312
       
      3
      28
      119
      460
      -56
       
      -22
      -9
      -263
      -4
      -1
      -146
      69
      364
      473
      134
      110
      78
      189
      97
      -587
      197
      -66
      3
      -25
      -92
      -71
      -81
      -77
      -113
      -707
      546
      624
      1,464
      1,700
      418
      3,155
      1,593
      143
      1,309
      1,479
      248
      3
      -5,363
      -207
      3
      52
      39
      78
       
      -30
      -12
      -1,242
      -416
      -45
      14
      130
      32
      -1,754
      -158
      -130
      766
      -842
      845
      -57
      -1,530
      -466
      -70
      -943
      26
      -61
      662
      685
      151
      1,115
      -285
      -103
      161
      142
      142
      -59
      -98
      -141
      116
      -1,392
      13,941
      9,716
      37,972
      690
      877
      838
      1,546
       
       
       
      756
       
       
       
       
       
       
       
       
      -27
       
       
       
       
       
       
      77
       
      813
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      243
       
       
       
       
       
       
      121
       
       
       
       
      317
       
       
       
       
       
       
       
      102
       
       
       
       
       
       
       
       
       
      -318
       
       
       
       
       
       
       
       
      -103
       
       
      -96
       
      8
      -460
      2,685
      516
      2,993
      727
      5,412
      21,425
      815
      4,358
      1
      2,555
      -8
      280
      148
      -386
      -234
      916
      -281
      121
      -962
      -171
      411
      -1,510
      -414
      -130
      -130
      233
      -770
      -141
      -201
      -185
      -90
      -184
      -378
      -57
      -57
      -133
      316
      355
      69
      -116
      121
      3,044
      2,125
      -94
      -427
      -386
      -463
      -115
      21
      23
      -8
      -180
      -29
      -1,216
      1
      1
      33
      226
      -622
      -683
      -180
       
      -16,670
      7,268
      99
      -4,192
      3,138
      67
      -750
      833
      5,397
      -5
      16
      -286
      82
      46
      72
      26
      256
      70
      15
      -32
      -52
      -101
      -97
      -438
      -746
      -80
      22
      893
       
      10,462
      2,824
      41,854
      878
      4,623
      10,221
      19,941
      48,681
      317
      105
      246
      255
      10
      129
      142
      134
      467
      348
      435
      435
      -7
      -2,471
       
      -1,386
      -107
      -45
      -15
      193
      41
      69
      31,724
      8,500
      955
      371
      1,382
      31
      2
      657
      2,815
      8,560
      -470
      93
      803
      575
      -67
      -406
      -92
      -989
      -1,980
      -429
      -1,089
      -1
      -415
      -1,119
      -80
      -93
      -169
      -405
      -13
      -111
      -43
      -36
      68
      -81
      -15
      -72
      -98
      -11
      931
      -552
      53
      38
      27
       
      -25
      -383
      -326
      -454
      -341
      -597
      -3,330
      329
      489
      -469
      104
      -716
      -2,391
      30
      172
      983
      427
      -193
      -1,130
      -297
      -2,803
      -612
      -1,989
      580
      188
      -1,066
      -883
      -237
      -620
      -93
      -309
      -275
      -535
      -1,431
      -110
      -1,844
      431
      -68
      254
      10,609
      8,282
      19,138
      6,389
      11
      12,928
      30,645
      798
      188
      738
      256
      141
      12,138
      37,006
      1,311
      2,656
      379
      1,037
      1,119
      3,104
      487
      -581
      -3,228
      -65
      -1,570
      -1,644
      66,098
      -439
      -1,258
      1,455
      280
      2,293
      17,831
      35,578
      525
      395
      570
      2,426
      -14
      -5,485
      -85
      -1,191
      -1,595
      -2,423
      -254
      -248
      -1,233
      -190
      -567
      -297
      -3
      9
      38
      44
      360
      -72
      -19
      -6
      372
      931
      794
      -1,648
      -3,270
      184
      616
      -8
      119
      -2,983
      358
      298
      139
      451
      148
      40
      428
      240
      786
      -190
      -236
      -716
      49
      1,000
      788
      408
      376
      1,255
      816
      72
      133
      455
      -377
      -1,128
      -384
      -329
      -74
      81,776
      -178
      134
      2,518
      71,117
      11,298
      45,079
      80
      2,890
      1,778
      8,770
      -327
      -61
      -58
      -37
      6
      2
      -408
      -111
      -154
      -216
      -208
      -65
      -51
      -42
      -39
      -140
      -99
      -77
      -39
      -8
      -156
      -236
      -11
      -90
      -87
      -106
      -1
      -94
      444
      183
      15
      -10
      -89
      -78
      -26
      -228
      115
      -628
      61
      -679
      -894
      23
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 848,867
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 12,590
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 12,590
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 12,590
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 260
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 5,150
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,150 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 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)
    bulletTX
    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 (888) 866-3275

    Located atbullet114 WEST 47TH STREET 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
     
     
    ........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
    SCOTT J BENDER PRES/ CHAIR
    1
    0    
    270 BLALOCK ROAD
    HOUSTON,TX77024
    SUSIE L BENDER V. PRES/DIRECTOR
    2
    0    
    270 BLALOCK ROAD
    HOUSTON,TX77024
    STEVEN G BENDER V. PRES/DIRECTOR
    1
    0    
    454 BLALOCK ROAD
    HOUSTON,TX77024
    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
    7,395,868
    b
    Average of monthly cash balances.......................
    1b
    544,055
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,939,923
    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
    7,939,923
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    119,099
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,820,824
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    391,041
    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
    391,041
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,590
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,590
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    378,451
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    378,451
    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
    378,451
    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
    294,585
    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
    294,585
    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
    294,585
    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 7 378,451
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,348
    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$ 294,585
    a Applied to 2019, but not more than line 2a 1,348
    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..... 293,237
    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 ..........
    85,214
    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).)
    SCOTT BENDER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    BETH YESHURUN CEMETERY ASSOCIATION
    4525 BEECHNUT STREET
    HOUSTON,TX77096
    N/A PC UNRESTRICTED GENERAL 43,000
    AMERICAN ISRAEL EDUCATION
    FOUNDATION INC
    251 H ST NW
    WASHINTON,DC20001
    N/A PC UNRESTRICTED GENERAL 175,000
    SEVEN ACRES JEWISH SENIOR CARE
    6200 N BRAESWOOD BLVD
    HOUSTON,TX77074
    N/A PC UNRESTRICTED GENERAL 1,000
    JEWISH FAMILY SERVICE OF HOUSTON
    4131 S BRAESWOOD
    HOUSTON,TX77025
    N/A PC UNRESTRICTED GENERAL 10,000
    ST JOHNS SCHOOL
    2401 CLAREMONT LN
    HOUSTON,TX77019
    N/A PC UNRESTRICTED GENERAL 50,000
    Total .................................bullet 3a 279,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 91,573  
    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 ............
        18 848,867  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   940,440  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    940,440
    (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 InvestmentsCorpBondsSchedule
    Name:
    SUSIE AND SCOTT BENDER FAMILY FOUNDATION
    EIN:
    84-4015490
    Name of Bond End of Year Book Value End of Year Fair Market Value
    46647PAX4 JPMORGAN CHASE & CO 22,981 24,402
    61744YAK4 MORGAN STANLEY 11,850 12,559
    822582BX9 SHELL INTERNATIONAL 17,552 18,667
    29379VAV5 ENTERPRISE PRODUCTS 11,518 12,356
    20030NCT6 COMCAST CORP 17,018 18,057
    594918BT0 MICROSOFT CORP 22,518 24,092
    38141GXH2 GOLDMAN SACHS GROUP 29,114 29,417
    172967LD1 CITIGROUP INC 17,419 18,337
    95000U2A0 WELLS FARGO & COMPAN 17,221 18,137
    126650CX6 CVS HEALTH CORP 17,195 17,849
    36962G3P7 GENERAL ELEC CAP COR 12,675 13,553
    71F319991 BLACKSTONE REAL ESTA 517,945 517,707
    92343VDY7 VERIZON COMMUNICATIO 17,635 17,680
    3132DWAN3 FHLMC SD 8113 02% 36,245 36,256
    31418CYN8 FNMA PMA3416 04 50% 24,372 24,713
    912810SM1 U.S. TRSY INFLATION 9,839 10,858
    912810RQ3 U.S. TREASURY BOND 19,737 21,504
    912810SF6 U.S. TREASURY BOND 37,717 40,891
    3132DV6V2 FHLMC SD 8084 03% 5,989 5,983
    31418DU67 FNMA PMA4204 02% 34,147 34,172
    912828ZL7 U.S. TREASURY NOTE 35,013 35,127
    31418DC83 FNMA PMA3694 04 50% 8,374 8,391
    3140Q92W2 FNMA PCA2588 04 50% 2,767 2,764
    912828P46 U.S. TREASURY NOTE 28,721 28,717
    91282CAZ4 U.S. TREASURY NOTE 23,008 23,032
    31359MGK3 FEDERAL NATL MTG ASS 11,501 12,113
    3132DV5D3 FHLMC SD 8044 03% 21,402 21,882
    912810RM2 U.S. TREASURY BOND 35,740 38,924

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SUSIE AND SCOTT BENDER FAMILY FOUNDATION
    EIN:
    84-4015490
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMAZON COM INC COM    
    FACEBOOK INC CLASS A COMMON    
    MICROSOFT CORP    
    67066G104 NVIDIA CORP 6,325 13,577
    101388106 BOTTOMLINE TECHNOLOG 11,546 10,759
    81181C104 SEAGEN INC 3,954 6,305
    G6095L109 APTIV PLC SHS 3,969 6,775
    015351109 ALEXION PHARMACEUTIC 4,615 7,031
    00724F101 ADOBE SYS INC COM 10,982 15,504
    G29183103 EATON CORP PLC 4,802 5,887
    G5960L103 MEDTRONIC PLC SHS 11,608 11,597
    V7780T103 ROYAL CARIBBEAN CRUI 2,359 2,988
    046353108 ASTRAZENECA PLC SPON 5,935 6,049
    09247X101 BLACKROCK INC 12,854 17,317
    482480100 KLA-TENCOR CORP 2,467 4,143
    580135101 MC DONALDS CORPORATI 12,072 12,016
    88156J105 TERUMO CORP 947 1,015
    704326107 PAYCHEX INC 12,191 13,045
    437076102 HOME DEPOT INC/THE 26,937 30,546
    110448107 BRITISH AMERICAN TOB 3,574 3,337
    142795202 CARLSBERG A/S 5,100 5,623
    297284200 ESSILOR INTL SA 4,680 4,821
    29977A105 EVERCORE INC 7,447 10,635
    30303M102 FACEBOOK INC 20,965 31,960
    380237107 GODADDY INC SHS 4,218 4,894
    43300A203 HILTON WORLDWIDE HOL 2,495 2,670
    78463M107 SPS COMMERCE INC 1,742 3,692
    89832Q109 TRUIST FINL CORP 17,060 15,913
    803054204 SAP AKTIENGESELLSCHA 3,837 3,651
    037833100 APPLE INC 21,630 36,224
    666807102 NORTHROP GRUMMAN COR 4,898 3,961
    22160K105 COSTCO WHSL CORP NEW 11,083 13,564
    023135106 AMAZON COM INC 27,043 48,854
    78469C103 SP PLUS CORP 10,003 8,303
    858912108 STERICYCLE INC 12,651 13,727
    848637104 SPLUNK INC 10,414 10,703
    981475106 WORLD FUEL SERVICES 4,107 4,300
    302081104 EXLSERVICE HLDGS INC 7,937 9,790
    00130H105 AES CORP/VA 2,891 3,384
    009158106 AIR PRODUCTS & CHEMI 14,109 16,120
    053015103 AUTOMATIC DATA PROCE 12,229 12,510
    17275R102 CISCO SYSTEMS INC 14,573 13,962
    191216100 COCA-COLA CO/THE 5,171 4,990
    292554102 ENCORE CAPITAL GROUP 4,088 4,207
    438516106 HONEYWELL INTERNATIO 13,021 15,740
    10948C107 BRIGHTVIEW HLDGS INC 12,909 14,591
    G47567105 IHS MARKIT LTD SHS 8,786 9,881
    30040W108 EVERSOURCE ENERGY 2,169 2,076
    780641205 KONINKLIJKE KPN NV 1,898 2,416
    532457108 ELI LILLY & CO 8,137 9,624
    J75734103 SMC CORPORATION JPY 2,708 3,658
    00187Y100 API GROUP CORP REG S 5,979 7,206
    00287Y109 ABBVIE INC 11,186 15,001
    04316A108 ARTISAN PARTNERS ASS 9,819 14,095
    156727109 CERENCE INC REG SHS 1,411 7,034
    204319107 CIE FINANCIERE RICHE 2,770 3,812
    29444U700 EQUINIX INC 9,475 11,427
    46625H100 J P MORGAN CHASE & C 26,647 25,160
    478160104 JOHNSON & JOHNSON 3,145 3,305
    502441306 LVMH MOET HENNESSY L 3,443 4,864
    641069406 NESTLE S A SPONSORED 5,125 5,419
    756255204 RECKITT BENCKISER GR 5,344 5,563
    79466L302 SALESFORCE COM INC 12,442 14,910
    902973304 US BANCORP DEL 8,493 7,361
    911312106 UNITED PARCEL SERVIC 11,160 15,830
    98138H101 WORKDAY INC CL A 2,963 3,115
    816851109 SEMPRA ENERGY 11,872 9,428
    49926D109 KNOWLES CORP SHS 6,251 6,414
    12572Q105 CME GROUP INC 3,910 3,277
    00971T101 AKAMAI TECHNOLOGIES 7,311 8,189
    031100100 AMETEK INC 3,496 4,838
    714264207 PERNOD RICARD SA 3,127 3,452
    500472303 KONINKLIJKE PHILIPS 4,227 4,984
    J32491102 KEYENCE CO JPY50 ORD 3,765 6,179
    45866F104 INTERCONTINENTAL EXC 4,385 5,073
    02079K107 ALPHABET INC SHS 4,332 5,256
    03027X100 AMERICAN TOWER REIT 7,287 7,183
    031162100 AMGEN INC 16,253 17,474
    166764100 CHEVRONTEXACO CORP 17,860 14,441
    22822V101 CROWN CASTLE INTERNA 16,403 17,352
    372303206 GENMAB A/S SHS 3,036 4,635
    718546104 PHILLIPS 66 5,021 3,777
    756109104 REALTY INCOME CORP 5,732 4,538
    874039100 TAIWAN SEMICONDUCTOR 6,536 12,867
    G0403H108 AON PLC REG SHS 3,274 3,169
    01609W102 ALIBABA GROUP HOLDIN 6,380 7,215
    278865100 ECOLAB INC 7,984 8,871
    92343X100 VERINT SYSTEMS INC 8,761 11,219
    20030N101 COMCAST CORP 19,816 23,632
    G06242104 ATLASSIAN CORP PLC 3,000 3,508
    N6596X109 NXP SEMICONDUCTORS N 5,411 6,996
    23636T100 DANONE-SPONS 3,999 3,275
    455793109 INDUSTRIA DE DISENO 3,885 3,753
    54211N101 LONDON STOCK EXCHANG 2,344 2,782
    75513E101 RAYTHEON TECHNOLOGIE 8,727 9,439
    25960R105 DOUGLAS DYNAMICS INC 12,175 10,821
    571748102 MARSH & MCLENNAN COS 13,323 13,689
    65339F101 NEXTERA ENERGY INC 24,552 28,083
    670100205 NOVO NORDISK A/S ADR 6,620 7,614
    718172109 PHILIP MORRIS INTERN 3,287 3,229
    90384S303 ULTA SALON COSMETICS 6,891 9,189
    971378104 WILLSCOT MOBILE MINI 11,872 16,265
    58933Y105 MERCK AND CO INC SHS 17,650 18,323
    882508104 TEXAS INSTRUMENTS IN 22,617 30,036
    009279100 AIRBUS SE 8,208 6,038
    235851102 DANAHER CORP 4,533 5,331
    000375204 ABB LTD 4,426 5,033
    855244109 STARBUCKS CORP 12,494 15,619
    786584102 SAFRAN SA-UNSPON 8,995 7,801
    174610105 CITIZENS FINANCIAL G 3,527 4,577
    883556102 THERMO FISHER SCIENT 8,899 13,042
    131193104 CALLAWAY GOLF CO 7,884 10,396
    00507V109 ACTIVISION BLIZZARD 4,927 6,778
    H01301128 ALCON SA ACT NOM 5,072 6,136
    001317205 AIA GROUP LTD 8,220 9,924
    002824100 ABBOTT LABORATORIES 13,032 16,095
    126408103 CSX CORP 3,475 4,084
    31620M106 FIDELITY NATL INFO S 9,004 8,912
    35905A109 FRONTDOOR INC 8,512 10,092
    502117203 L OREAL CO ADR 3,512 4,645
    67059N108 NUTANIX INC 3,798 3,665
    697435105 PALO ALTO NETWORKS I 6,371 9,596
    747525103 QUALCOMM INC 19,661 29,097
    88032Q109 TENCENT HOLDINGS LTD 3,868 5,607
    98978V103 ZOETIS INC 12,444 15,061
    44109J106 HOSTESS BRANDS INC 12,826 15,006
    043400100 ASAHI KASEI CORP ADR 4,366 4,333
    20451N101 COMPASS MINERALS INT 13,349 14,319
    88087E100 TERMINIX GLOBAL HLDG 9,930 14,895
    254687106 WALT DISNEY CO/THE 6,558 8,697
    11135F101 BROADCOM INC 17,506 24,957
    693475105 PNC FINANCIAL SERVIC 10,392 10,281
    74340W103 PROLOGIS INC 8,261 8,770
    426281101 JACK HENRY & ASSOCIA 2,110 2,268
    29265W207 ENEL SPA 5,154 6,537
    92826C839 VISA INC 31,069 33,247
    539830109 LOCKHEED MARTIN CORP 18,274 14,909
    16119P108 CHARTER COMMUNICATIO 1,469 1,985
    749119103 QUOTIENT TECHNOLOGY 10,345 10,541
    431571108 HILLENBRAND INC 10,854 15,761
    23328E106 DNB ASA SP ADR 3,972 4,393
    09061G101 BIOMARIN PHARMACEUTI 5,338 5,612
    21925Y103 CORNERSTONE ONDEMAND 9,620 9,116
    375558103 GILEAD SCIENCES INC 3,193 2,913
    384802104 WW GRAINGER INC 7,536 9,800
    45781D101 INOVALON HOLDINGS IN 11,123 10,012
    52603B107 LENDINGTREE INC 11,576 11,773
    594918104 MICROSOFT CORP COM 34,305 55,605
    609207105 MONDELEZ INTERNATION 13,965 13,974
    783513203 RYANAIR HOLDINGS PLC 2,418 3,409
    825690100 SHUTTERSTK INC SHS 9,061 14,053
    89151E109 TOTAL FINA ELF S.A. 2,344 2,598
    90353T100 UBER TECHNOLOGIES IN 8,610 11,934
    02364W105 AMERICA MOVIL SAB DE 1,601 2,137
    824551105 SHIN-ETSU CHEMICAL C 3,402 5,981
    928563402 VMWARE INC 8,220 7,714
    452308109 ILLINOIS TOOL WORKS 7,191 8,359
    742718109 PROCTER & GAMBLE CO/ 7,504 8,627
    H42097107 UBS GROUP AG NAMEN-A 3,833 3,759
    25243Q205 DIAGEO PLC SPON ADR 3,781 3,811
    458140100 INTEL CORPORATION 4,016 3,039
    58506Q109 MEDPACE HLDGS INC 6,202 7,795
    615369105 MOODY S CORP 3,397 3,773
    61174X109 MONSTER BEVERAGE SHS 5,503 8,138
    713448108 PEPSICO INC 18,320 18,982
    371901109 GENTEX CORP 10,241 11,706
    03524A108 ANHEUSER-BUSCH INBEV 8,749 8,669
    00751Y106 ADVANCE AUTO PARTS I 6,025 7,088
    92939U106 WEC ENERGY GROUP INC 10,885 10,031
    91324P102 UNITEDHEALTH GROUP I 18,936 23,846
    92343V104 VERIZON COMMUNICATIO 8,521 9,518
    929740108 WABTEC CORP 2,290 2,196
    988498101 YUM! BRANDS INC 2,911 3,148
    37940X102 GLOBAL PAYMENTS INC 3,186 3,447
    N53745100 LYONDELLBASELL INDUS 1,731 1,925
    492089107 KERING SA 3,013 2,970
    N07059210 ASML HLDG NV NY REG 10,859 16,095

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SUSIE AND SCOTT BENDER FAMILY FOUNDATION
    EIN:
    84-4015490
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COMM SERVICES SELECT      
    CONSUMER DISCRETIONARY      
    GOTHAM ABSOLUTE RETURN      
    NEUBERGER BERMAN LONG      
    SECTOR SPDR CONSUMERS STPL      
    SECTOR SPDR INDUSTRIAL      
    VANGUARD FINANCIALS      
    VANGUARD INFORMATOIN      
    81369Y100 MATERIALS SELECT SEC AT COST 18,665 23,092
    316092865 FIDELITY MSCI UTILIT AT COST 13,858 13,838
    524686672 LEGG MASON BW ABSOLU AT COST 9,101 9,733
    52470G734 WESTERN ASSET SMASH AT COST 242,816 263,484
    69374H741 PACER BENCHMARK DATA AT COST 9,747 9,680
    72201M453 PIMCO DYNAMIC BOND F AT COST 8,724 8,897
    091936526 BLACKROCK GLOBAL LON AT COST 18,733 18,400
    33734X192 FIRST TRUST CLOUD CO AT COST 45,223 65,571
    33733E302 FIRST TR EXCHANGE TR AT COST 45,287 65,367
    95768D400 WESTERN ASSET MACRO AT COST 9,777 10,606
    81369Y506 ENERGY SELECT SECTOR AT COST 27,617 21,262
    00203H602 AQR DIVERSIFIED ARBI AT COST 23,686 28,959
    81369Y308 CONSUMER STAPLES SEL AT COST 87,595 100,838
    81369Y209 HEALTH CARE SELECT S AT COST 152,021 170,387
    464287556 ISHARES NASDAQ BIOTE AT COST 41,565 53,779
    74925K367 ABBEY CAPITAL FUTURE AT COST 16,388 17,286
    360873137 GOTHAM ABSOLUTE RETU AT COST 17,640 19,090
    09260C604 BLACKROCK GLOBAL LON AT COST 8,811 8,758
    52470G759 WESTERN ASSET SMASH AT COST 185,032 184,063
    64128R608 NEUBERGER BERMAN LON AT COST 18,313 20,198
    74347B169 PROSHARES ONLINE RET AT COST 15,422 16,990
    92204A405 VANGUARD FINANCIALS AT COST 118,836 141,693
    81369Y852 COMM SERVICES SELECT AT COST 142,701 187,594
    09250J734 BLACKROCK EVENT DRIV AT COST 27,381 28,152
    92204A702 VANGUARD INFORMATION AT COST 188,945 284,447
    27826H461 EATON VANCE MA LTD AT COST 277,843 276,863
    52470G742 WESTERN ASSET SMASH AT COST 129,747 136,123
    81369Y407 CONSUMER DISCRETIONA AT COST 118,878 165,443
    00203H446 AQR LONG-SHORT EQUIT AT COST 20,000 17,362
    81369Y704 INDUSTRIAL SELECT SE AT COST 86,699 113,610

    TY 2020 OtherDecreasesSchedule
    Name:
    SUSIE AND SCOTT BENDER FAMILY FOUNDATION
    EIN:
    84-4015490
    Description Amount
    WASH SALES ADJ 3,426
    TYE INCOME ADJ 178
    TAX COST ADJ 2,275


    TY 2020 OtherExpensesSchedule
    Name:
    SUSIE AND SCOTT BENDER FAMILY FOUNDATION
    EIN:
    84-4015490
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES-DIVIDEND I 385 385   0
    OTHER EXPENSE (NON-DEDUCTIBLE 137 0   137
    OTHER CHARITABLE EXPENSES 150 0   150


    TY 2020 OtherIncreasesSchedule
    Name:
    SUSIE AND SCOTT BENDER FAMILY FOUNDATION
    EIN:
    84-4015490
    Description Amount
    ROUNDING 10


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SUSIE AND SCOTT BENDER FAMILY FOUNDATION
    EIN:
    84-4015490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 38,244 22,946   15,298


    TY 2020 TaxesSchedule
    Name:
    SUSIE AND SCOTT BENDER FAMILY FOUNDATION
    EIN:
    84-4015490
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 374 374   0