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
STAMBAUGH AVANELL C CHAR TW
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

34-6673319
B Telephone number (see instructions)

(412) 494-0067
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$2,441,596
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... 49,395 48,147  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -29,334
b Gross sales price for all assets on line 6a 1,389,986
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 16 14  
12 Total. Add lines 1 through 11........ 20,077 48,161  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,524 15,262   15,262
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 653 0 0 653
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 11,500 819   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)....... 3,382 3,171   211
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,059 19,252 0 16,126
25 Contributions, gifts, grants paid....... 93,578 93,578
26 Total expenses and disbursements. Add lines 24 and 25 139,637 19,252 0 109,704
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -119,560
b Net investment income (if negative, enter -0-) 28,909
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   -2,116 -2,116
2 Savings and temporary cash investments......... 40,810 68,764 68,764
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).......   Click to see attachment740,907 914,974
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,137,147 Click to see attachment1,248,962 1,459,974
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) 2,177,957 2,056,517 2,441,596
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........ 2,170,174 2,056,517
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,783  
29 Total net assets or fund balances (see instructions)..... 2,177,957 2,056,517
30 Total liabilities and net assets/fund balances (see instructions). 2,177,957 2,056,517
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
2,177,957
2
Enter amount from Part I, line 27a .....................
2
-119,560
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
425
4
Add lines 1, 2, and 3 ..........................
4
2,058,822
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,305
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,056,517
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 3. O REILLY AUTOMOTIVE INC   2019-05-17 2020-01-02
b 68. AT&T INC   2019-05-17 2020-01-06
c 46. ABBOTT LABORATORIES INC   2019-05-17 2020-01-06
d 18. ABBOTT LABORATORIES INC   2019-05-17 2020-01-06
e 18. ALLSTATE CORP   2019-05-17 2020-01-06
2. ALPHABET INC/CA-CL C   2019-05-17 2020-01-06
2. AMERICAN INTERNATIONAL GROUP,INC   2019-05-17 2020-01-06
5. AMPHENOL CORP NEW CL A   2019-05-17 2020-01-06
24. AMPHENOL CORP NEW CL A   2019-05-17 2020-01-06
31. ARCHER DANIELS MIDLAND CO   2019-01-07 2020-01-06
1081.962 ARTISAN INTERNATIONAL FD-ADV     2020-01-06
23. BANK NEW YORK MELLON CORP COM   2019-01-07 2020-01-06
5. WR BERKLEY CORP   2019-05-17 2020-01-06
1. BOOKING HOLDINGS INC   2019-01-07 2020-01-06
2. BROADCOM INC   2019-05-17 2020-01-06
12. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2019-05-17 2020-01-06
17. BROWN & BROWN INC   2019-05-17 2020-01-06
3. BROWN FORMAN CORP CL B   2019-05-17 2020-01-06
5. CDW CORP/DE   2019-05-17 2020-01-06
8. CIGNA CORP   2019-01-07 2020-01-06
13. CVS CAREMARK CORP     2020-01-06
24. CARDINAL HEALTH INC   2019-01-07 2020-01-06
8. CARMAX INC   2019-05-17 2020-01-06
65. CONAGRA FOODS INC   2019-09-12 2020-01-06
14. CONOCOPHILLIPS   2019-01-07 2020-01-06
8. COPART INC   2019-05-17 2020-01-06
1. CULLEN FROST BANKERS INC   2019-12-17 2020-01-06
7. DOLLAR TREE INC   2019-05-17 2020-01-06
8. ECOLAB INC   2019-05-17 2020-01-06
38. EDISON INTL   2019-05-17 2020-01-06
7. ELANCO ANIMAL HEALTH INC   2019-05-17 2020-01-06
11. EQUITY RESIDENTIAL PPTYS TR SBI   2019-05-17 2020-01-06
4. EXPEDITORS INTERNATIONAL WASHINGTON INC   2019-05-17 2020-01-06
6. FACEBOOK INC   2019-05-17 2020-01-06
12. FASTENAL CO   2019-05-17 2020-01-06
4. FLOOR & DECOR HOLDINGS INC   2019-05-17 2020-01-06
1. GARTNER INC   2019-08-20 2020-01-06
6. GLACIER BANCORP INC   2019-05-17 2020-01-06
9. HD SUPPLY HOLDINGS INC MERGED 12/24/20 @ $56.00 P/S   2019-06-25 2020-01-06
52. HALLIBURTON CO     2020-01-06
24. INTEL CORP   2019-01-07 2020-01-06
14. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-07-09 2020-01-06
17. IQVIA HOLDINGS INC     2020-01-06
302. ISHARES TR S&P 500 INDEX FD   2019-01-04 2020-01-06
118. ISHARES TR S&P 500 INDEX FD   2019-05-16 2020-01-06
195. ISHARES TR RUSSELL 2000 GROWTH ETF   2019-10-21 2020-01-06
6. JOHNSON & JOHNSON COM   2019-05-17 2020-01-06
4. KEMPER CORP   2019-05-17 2020-01-06
4. LABORATORY CORP OF AMERICA HLDG   2019-05-17 2020-01-06
8. LIBERTY BROADBAND-C   2019-05-17 2020-01-06
11. LOWES COMPANIES INC   2019-05-17 2020-01-06
18. MARSH & MCLENNAN COS INC COM   2019-05-17 2020-01-06
12. MASTERCARD INC CL A   2019-05-17 2020-01-06
21. MERCK & CO INC   2019-05-17 2020-01-06
26. MICROSOFT CORP   2019-05-17 2020-01-06
3. MOHAWK INDS INC   2019-05-17 2020-01-06
11. MONDELEZ INTERNATIONAL   2019-05-17 2020-01-06
1. NEW MARKET CORPORATION   2019-05-17 2020-01-06
10. NIKE INC CL B   2019-11-18 2020-01-06
7. NORTHROP GRUMMAN CORPORATION   2019-05-17 2020-01-06
1. O REILLY AUTOMOTIVE INC   2019-05-17 2020-01-06
50. OCCIDENTAL PETE CORP COM   2019-01-07 2020-01-06
4. ORACLE CORP   2019-05-17 2020-01-06
1655.865 PRINCIPAL MIDCAP FUND-R6   2019-10-21 2020-01-06
1838.307 PRINCIPAL MIDCAP FUND-R6   2019-01-04 2020-01-06
5. PROGRESSIVE CORP OHIO   2019-05-24 2020-01-06
14. RAYTHEON COMPANY   2019-05-17 2020-01-06
5. ROSS STORES INC   2019-05-17 2020-01-06
55. SCHWAB CHARLES CORP NEW     2020-01-06
11. STARBUCKS CORP COM     2020-01-06
40. STERICYCLE INC     2020-01-06
28. TJX COS INC NEW COM   2019-07-30 2020-01-06
1635.414 TEMPLETON INSTL FDS INC FOREIGN EQUITY SER     2020-01-06
33. TRUIST FINANCIAL CORP   2019-05-17 2020-01-06
6. ULTA BEAUTY INC   2019-05-17 2020-01-06
14. VERIZON COMMUNICATIONS COM   2019-05-17 2020-01-06
17. VERISK ANALYTICS INC   2019-05-17 2020-01-06
8. WASTE MANAGEMENT INC   2019-05-17 2020-01-06
19. ZOETIS INC   2019-05-17 2020-01-06
18. ALLEGION PLC SEDOL BFRT3W7   2019-05-17 2020-01-06
24. ARCH CAPITAL GROUP LTD   2019-05-17 2020-01-06
17. AXALTA COATING SYSTEMS LTD SEDOL BSFWCF5   2019-05-17 2020-01-06
9. IHS MARKIT LTD SEDOL BD0Q558   2019-05-17 2020-01-06
22. APTIV PLC-WHEN ISSUED SEDOL B783TY6   2019-05-17 2020-01-06
2. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2019-05-17 2020-01-06
1. ANSYS INC   2020-01-09 2020-01-09
7. CDW CORP/DE   2019-05-17 2020-01-09
1163.046 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO     2020-01-09
627.306 VANGUARD INTL VALUE   2016-12-16 2020-01-09
2. AVIS BUDGET GROUP INC   2019-05-17 2020-01-10
1. FIFTH THIRD BANCORP   2019-05-17 2020-01-10
2. JETBLUE AIRWAYS   2019-05-17 2020-01-10
1. KEYCORP NEW   2019-05-17 2020-01-10
18. APACHE CORP COM     2020-01-14
25. ROYAL DSM N V SPONSORED ADR   2020-01-10 2020-01-15
5. CENTENE CORP     2020-01-16
4. AIA GROUP LTD SPONSORED ADR   2020-01-08 2020-01-17
7. COMPASS GROUP PLC-SPON ADR SEDOL BZBY5H7   2020-01-08 2020-01-17
5. DSV PANALPINA A/S ADR SEDOL B3FP4L9   2020-01-08 2020-01-17
2. ESSILOR INTL ADR   2020-01-08 2020-01-17
6. EXPERIAN PLC SPON ADR   2020-01-08 2020-01-17
50. HEWLETT PACKARD ENTERPRISE CO     2020-01-17
1. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2020-01-08 2020-01-17
3. TENCENT HOLDINGS LTD UNSPON ADR   2020-01-08 2020-01-17
1. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2020-01-08 2020-01-17
2. CHUBB LTD SEDOL B3BQMF6   2020-01-08 2020-01-17
2. CACI INTL INC CL A   2019-05-17 2020-01-23
61. HEWLETT PACKARD ENTERPRISE CO   2019-05-17 2020-01-23
25. STARBUCKS CORP COM   2019-01-07 2020-01-23
6. CAROLINA FINANCIAL CORP MERGED 05/01/20   2019-05-17 2020-01-29
1. MARTIN MARIETTA MATLS INC   2020-01-09 2020-01-29
1. AIR PRODUCTS & CHEMICALS INC   2020-01-09 2020-01-30
19. MICROSOFT CORP   2019-05-17 2020-01-30
1. S&P GLOBAL INC   2020-01-09 2020-01-30
5. RWE AG SPONSORED ADR REPSTG ORD PAR   2020-01-10 2020-01-31
23. UNITED BANKSHARES INC WEST V COM   2019-05-17 2020-01-31
20. ESSILOR INTL ADR   2020-01-10 2020-02-03
28. STARBUCKS CORP COM   2019-01-07 2020-02-03
47. WHITING PETROLEUM CORP   2019-05-17 2020-02-03
109. WHITING PETROLEUM CORP     2020-02-05
21. BROWN & BROWN INC   2019-05-17 2020-02-11
10. MICROSOFT CORP     2020-02-11
10. AVIS BUDGET GROUP INC   2019-05-17 2020-02-12
18. ECOLAB INC   2019-05-17 2020-02-12
23. ECOLAB INC   2019-01-07 2020-02-12
10. EQUITABLE HOLDINGS INC     2020-02-12
16. INTERPUBLIC GROUP COS INC COM     2020-02-13
102. OFFICE DEPOT INC   2020-01-10 2020-02-13
86. WHITING PETROLEUM CORP     2020-02-13
3. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2020-01-08 2020-02-14
13. VERISK ANALYTICS INC   2019-05-17 2020-02-14
9. FNF GROUP-W/I   2020-01-09 2020-02-18
143. KOSMOS ENERGY LTD   2019-05-17 2020-02-18
42. CNO FINANCIAL GROUP INC     2020-02-19
9. AVIS BUDGET GROUP INC   2019-05-17 2020-02-20
27. ROYAL DUTCH SHELL PLC ADR A   2020-01-10 2020-02-21
16. TRI POINTE GROUP INC     2020-02-21
7. AVIS BUDGET GROUP INC   2019-05-17 2020-02-24
17. KEYCORP NEW   2019-05-17 2020-02-24
18. TRI POINTE GROUP INC   2019-05-17 2020-02-24
6. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2020-01-09 2020-02-25
25. E.ON SE ADR   2020-01-10 2020-02-25
18. SENSIENT TECHNOLOGIES CORP   2019-05-17 2020-02-25
13. INTEL CORP   2019-01-07 2020-02-26
119. OFFICE DEPOT INC     2020-02-27
27. ADIENT PLC SEDOL BD845X2     2020-02-27
57. AXA SPONSORED ADR   2020-01-10 2020-02-28
100. REPSOL SA SPONSORED ADR   2020-01-10 2020-02-28
52. ROYAL DSM N V SPONSORED ADR   2020-01-10 2020-02-28
6. ADIDAS AG SPONSORED ADR   2020-01-08 2020-03-02
1. BOOKING HOLDINGS INC   2020-02-25 2020-03-02
12. KENNEDY WILSON HOLDINGS INC   2020-01-09 2020-03-04
2. VERISK ANALYTICS INC   2020-01-09 2020-03-04
8. AMBARELLA INC SEDOL B7KH3G6   2019-05-17 2020-03-05
1. ALPHABET INC/CA-CL C   2019-05-17 2020-03-06
20. SLM CORP   2019-05-17 2020-03-06
55. TRI POINTE GROUP INC   2019-05-17 2020-03-10
87. BASF SE SPONSORED ADR   2020-01-10 2020-03-11
91. EQUINOR ASA SPONSORED ADR SEDOL BF4K3J0   2020-02-25 2020-03-12
4. AMN HEALTHCARE SERVICES   2019-05-17 2020-03-13
3. EXLSERVICE HOLDINGS INC   2019-05-17 2020-03-13
31. GRANITE CONSTRUCTION INC     2020-03-13
3. ABBOTT LABORATORIES INC   2019-05-17 2020-03-16
25. ABBOTT LABORATORIES INC   2019-05-17 2020-03-16
2. BOOKING HOLDINGS INC   2019-01-07 2020-03-16
19. EQUITY RESIDENTIAL PPTYS TR SBI   2019-05-17 2020-03-16
396. HALLIBURTON CO     2020-03-16
12. STERICYCLE INC     2020-03-16
1. VERISK ANALYTICS INC   2019-05-17 2020-03-16
15. WASTE MANAGEMENT INC   2019-05-17 2020-03-16
7. ABBOTT LABORATORIES INC   2019-05-17 2020-03-18
510. LLOYDS TSB GROUP PLC SPONSORED ADR   2020-01-10 2020-03-18
70. OTSUKA HOLDINGS LTD ADR SEDOL B76XH88   2020-01-10 2020-03-18
6. ADIDAS AG SPONSORED ADR   2020-01-08 2020-03-19
18. DISCOVERY INC CLASS C     2020-03-19
1. DOMINO'S PIZZA, INC.   2020-01-09 2020-03-19
44. GEO GROUP INC/THE     2020-03-19
132. GOODYEAR TIRE & RUBBER CO   2019-05-17 2020-03-19
5. SCHWAB CHARLES CORP NEW   2019-05-17 2020-03-19
11. WAYFAIR INC- CLASS A   2020-01-09 2020-03-19
326. CALLON PETE CO DEL REV SPLIT 08/07/20     2020-03-20
68. MATADOR RESOURCES CO     2020-03-20
13. MICROSOFT CORP   2019-05-17 2020-03-20
30. AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3     2020-03-20
17. DELTA AIR LINES INC   2020-01-06 2020-03-24
1. RESMED INC   2020-01-08 2020-03-25
3. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-01-08 2020-03-25
1. ICON PLC SEDOL B94G471   2020-01-08 2020-03-25
26. BIG LOTS INC   2019-05-17 2020-03-26
26. LTC PPTYS INC COM   2019-05-17 2020-03-26
3. MASTERCARD INC CL A   2019-05-17 2020-03-26
111. AXALTA COATING SYSTEMS LTD SEDOL BSFWCF5   2019-05-17 2020-03-26
15. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2019-05-17 2020-03-27
13. CORNING INC   2019-06-26 2020-03-30
24. MURPHY OIL CORP     2020-03-30
2. TETRA TECH INC NEW COM   2019-05-17 2020-03-30
35. ABBOTT LABORATORIES INC   2019-05-17 2020-03-31
2. CSL LTD-SPONSORED ADR ADR SEDOL BN5TD14   2020-01-08 2020-03-31
1. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115   2020-01-08 2020-03-31
2. DOLLAR GENERAL CORP   2020-01-09 2020-03-31
1. MSCI INC   2020-01-09 2020-03-31
2. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2020-01-09 2020-03-31
8. WAL-MART DE MEXICO S A DE C V SPONSORED ADR REPSTG SER V SHS   2020-01-08 2020-03-31
55. CARDINAL HEALTH INC   2019-01-07 2020-04-01
1. CARDINAL HEALTH INC   2019-05-17 2020-04-01
97. ENGIE ADR SEDOL BYY9W15   2020-01-10 2020-04-01
9. NRG ENERGY, INC.     2020-04-02
5. PERNOD RICARD SA UNSPONSORED ADR   2020-01-08 2020-04-02
4. TETRA TECH INC NEW COM   2019-05-17 2020-04-02
18. ARGO GROUP INTERNATIONAL ISIN BMG0464B1072 SEDOL 2499543   2019-05-17 2020-04-02
5. BUNGE LIMITED     2020-04-02
12. CNO FINANCIAL GROUP INC   2019-05-17 2020-04-03
5. FORWARD AIR CORP COM   2019-05-17 2020-04-03
.164 ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2020-01-10 2020-04-06
14. CENTENE CORP   2019-10-16 2020-04-06
5. MICROSOFT CORP   2019-05-17 2020-04-06
15. JOHNSON & JOHNSON COM   2019-05-17 2020-04-07
817. MARATHON OIL CORP COM     2020-04-07
230. MARATHON OIL CORP COM   2019-01-07 2020-04-07
40. MONDELEZ INTERNATIONAL   2019-05-17 2020-04-07
31. WASTE MANAGEMENT INC   2019-05-17 2020-04-07
39. WASTE MANAGEMENT INC   2019-01-07 2020-04-07
1. AMERCO   2019-05-17 2020-04-08
56. CALAMP CORP   2019-05-17 2020-04-08
12. ESSILOR INTL ADR   2020-01-08 2020-04-08
177. ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR   2020-01-10 2020-04-08
2. SBA COMMUNICATIONS CORP   2020-01-09 2020-04-09
.5 BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2019-05-17 2020-04-13
91. COMPASS GROUP PLC-SPON ADR SEDOL BZBY5H7   2020-01-08 2020-04-14
33. GREAT WESTERN BANCORP INC     2020-04-15
43. ERICSSON SPON ADR   2019-05-17 2020-04-16
47. GOODYEAR TIRE & RUBBER CO   2019-05-17 2020-04-16
1. SBA COMMUNICATIONS CORP   2020-01-09 2020-04-16
5. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2020-01-10 2020-04-17
3. ARROW ELECTRONICS INC     2020-04-21
10. ABBOTT LABORATORIES INC   2019-05-17 2020-04-23
5. OCCIDENTAL PETE CORP COM   2019-01-07 2020-04-23
217. OCCIDENTAL PETE CORP COM     2020-04-23
6. BARNES GROUP INC   2019-05-17 2020-04-24
31. GEBERIT AG-UNSP ADR ADR SEDOL B608VP7   2020-01-08 2020-04-28
200. OFFICE DEPOT INC   2019-05-17 2020-04-28
7. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2020-01-10 2020-04-28
1. ASML HOLDING NV-NY SEDOL B908F01   2020-01-10 2020-04-29
4. FIRST REPUBLIC BANK/FRAN   2020-01-09 2020-04-30
.396 RAYTHEON TECHNOLOGIES CORP COM   2019-01-07 2020-04-30
1. SBA COMMUNICATIONS CORP   2020-01-09 2020-04-30
2. VERISK ANALYTICS INC   2020-01-09 2020-04-30
4. IHS MARKIT LTD SEDOL BD0Q558   2020-01-09 2020-04-30
44. FLUOR CORP     2020-05-01
38. MAGNA INTERNATIONAL ISIN CA5592224011     2020-05-01
70. PROSUS NV -SPON ADR SEDOL BKT6LC7   2020-01-10 2020-05-07
.25 UNITED BANKSHARES INC WEST V COM   2019-05-17 2020-05-07
63. CONAGRA FOODS INC   2019-09-12 2020-05-08
15. LOWES COMPANIES INC   2019-05-17 2020-05-08
37. ORACLE CORP   2019-05-17 2020-05-08
43. PFIZER INC COM   2019-01-07 2020-05-08
20. COMMSCOPE HOLDING CO INC   2019-05-17 2020-05-12
7. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2020-01-09 2020-05-13
4. ABBOTT LABORATORIES INC   2020-05-15 2020-05-18
20. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2019-05-17 2020-05-18
9. CARMAX INC   2019-05-17 2020-05-18
42. ELANCO ANIMAL HEALTH INC   2019-05-17 2020-05-18
2. NEWS CORP/NEW-CL A-W/I   2020-01-10 2020-05-18
1. CACI INTL INC CL A   2019-05-17 2020-05-19
3. LHC GROUP INC   2019-05-17 2020-05-19
10. METHODE ELECTRS INC CL A   2019-05-17 2020-05-19
14. SYKES ENTERPRISES INC COM   2019-05-17 2020-05-19
15. CHUBB LTD SEDOL B3BQMF6   2020-01-08 2020-05-19
1. ALLEGHANY CORP DEL   2019-05-17 2020-05-20
1. ALPHABET INC/CA-CL C   2019-05-17 2020-05-20
6. AMERCO   2019-05-17 2020-05-20
1. AMERCO   2019-12-04 2020-05-20
67. AMERICAN INTERNATIONAL GROUP,INC     2020-05-20
25. AMPHENOL CORP NEW CL A   2019-05-17 2020-05-20
45. APACHE CORP COM   2019-05-17 2020-05-20
82. APACHE CORP COM     2020-05-20
27. ARROW ELECTRONICS INC     2020-05-20
28. AVNET INC   2019-05-17 2020-05-20
2. AVNET INC   2020-01-10 2020-05-20
67. BED BATH AND BEYOND     2020-05-20
83. BED BATH AND BEYOND   2019-05-17 2020-05-20
39. WR BERKLEY CORP   2019-05-17 2020-05-20
49. BLOCK H & R INC     2020-05-20
62. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2019-05-17 2020-05-20
89. BROWN & BROWN INC   2019-05-17 2020-05-20
18. BROWN FORMAN CORP CL B   2019-05-17 2020-05-20
2. CDW CORP/DE   2020-02-28 2020-05-20
22. CDW CORP/DE   2019-05-17 2020-05-20
21. CIT GROUP INC     2020-05-20
70. CIT GROUP INC   2019-05-17 2020-05-20
44. CNO FINANCIAL GROUP INC   2019-08-02 2020-05-20
130. CNO FINANCIAL GROUP INC   2019-05-17 2020-05-20
152. CAIRN ENERGY PLC-UNSPON ADR SEDOL B77Q861     2020-05-20
685. CAIRN ENERGY PLC-UNSPON ADR SEDOL B77Q861   2019-05-17 2020-05-20
13. CARLISLE COMPANIES INC   2020-03-11 2020-05-20
40. CARMAX INC   2019-05-17 2020-05-20
20. CENTENE CORP   2019-10-16 2020-05-20
66. CENOVUS ENERGY INC SEDOL B57FG04     2020-05-20
11. CITIZENS FINANCIAL GROUP   2020-01-10 2020-05-20
119. CITIZENS FINANCIAL GROUP   2019-05-17 2020-05-20
176. COLONY CAPITAL INC   2019-05-17 2020-05-20
8. COLONY CAPITAL INC   2020-01-10 2020-05-20
12. COMERICA INC   2020-03-11 2020-05-20
61. COMMSCOPE HOLDING CO INC   2019-05-17 2020-05-20
29. COMMSCOPE HOLDING CO INC   2020-01-10 2020-05-20
48. COPART INC   2019-05-17 2020-05-20
34. CORNING INC     2020-05-20
40. CORNING INC   2019-05-17 2020-05-20
10. CULLEN FROST BANKERS INC   2019-12-17 2020-05-20
16. DISCOVER FINANCIAL W/I   2019-05-17 2020-05-20
18. DISCOVER FINANCIAL W/I     2020-05-20
83. DISCOVERY INC CLASS C   2019-05-17 2020-05-20
41. DOLLAR TREE INC   2019-05-17 2020-05-20
79. EMBRAER SA ADR     2020-05-20
145. EMBRAER SA ADR   2019-05-17 2020-05-20
90. EQUITABLE HOLDINGS INC   2019-05-17 2020-05-20
97. EQUITRANS MIDSTREAM CORP-W/I     2020-05-20
54. ERICSSON SPON ADR   2019-05-17 2020-05-20
11. ERICSSON SPON ADR   2020-01-10 2020-05-20
17. EVERCORE INC CL A     2020-05-20
22. EXPEDITORS INTERNATIONAL WASHINGTON INC   2019-05-17 2020-05-20
8. FACEBOOK INC   2019-05-17 2020-05-20
76. FASTENAL CO   2019-05-17 2020-05-20
32. FIFTH THIRD BANCORP   2019-05-17 2020-05-20
53. FIRST HORIZON CORPORATION   2019-05-17 2020-05-20
14. FIRST HORIZON CORPORATION   2020-05-14 2020-05-20
27. FLOOR & DECOR HOLDINGS INC   2019-05-17 2020-05-20
138. FLUOR CORP     2020-05-20
28. GARTNER INC     2020-05-20
44. GENERAL MOTORS CO   2020-03-19 2020-05-20
43. GLACIER BANCORP INC   2019-05-17 2020-05-20
114. GOODYEAR TIRE & RUBBER CO     2020-05-20
32. GOODYEAR TIRE & RUBBER CO   2019-05-17 2020-05-20
65. HD SUPPLY HOLDINGS INC MERGED 12/24/20 @ $56.00 P/S     2020-05-20
29. HALLIBURTON CO     2020-05-20
1. HARLEY DAVIDSON INC   2020-01-10 2020-05-20
17. HARLEY DAVIDSON INC   2019-05-17 2020-05-20
15. HARTFORD FINL SVCS GROUP INC     2020-05-20
5. HESS CORPORATION   2019-05-17 2020-05-20
17. HESS CORPORATION     2020-05-20
125. HEWLETT PACKARD ENTERPRISE CO   2019-05-17 2020-05-20
33. HEWLETT PACKARD ENTERPRISE CO   2020-03-17 2020-05-20
6. HYATT HOTELS CORP CL A   2020-03-24 2020-05-20
11. INTERPUBLIC GROUP COS INC COM   2019-11-08 2020-05-20
13. INTERPUBLIC GROUP COS INC COM   2019-05-17 2020-05-20
32. JETBLUE AIRWAYS   2019-05-17 2020-05-20
13. KEMPER CORP     2020-05-20
14. KEMPER CORP   2019-05-17 2020-05-20
685. KOSMOS ENERGY LTD   2019-05-17 2020-05-20
104. KOSMOS ENERGY LTD   2020-01-10 2020-05-20
19. LABORATORY CORP OF AMERICA HLDG   2019-05-17 2020-05-20
4. LEAR CORP- W/I     2020-05-20
46. LIBERTY BROADBAND-C   2019-05-17 2020-05-20
1324.029 MFS EMERGING MKTS DEBT FD-R6   2019-05-15 2020-05-20
11. MAGNA INTERNATIONAL ISIN CA5592224011   2019-05-17 2020-05-20
10. MAGNA INTERNATIONAL ISIN CA5592224011   2020-03-09 2020-05-20
64. MARATHON OIL CORP COM     2020-05-20
4. MARKEL CORPORATION (HOLDING COMPANY)   2019-05-17 2020-05-20
16. MOHAWK INDS INC   2019-05-17 2020-05-20
16. NRG ENERGY, INC.     2020-05-20
43. NRG ENERGY, INC.   2019-05-17 2020-05-20
27. NATIONAL OIL-WELL INC COM     2020-05-20
75. NAVISTAR INTL NEW COM   2019-05-17 2020-05-20
6. NAVISTAR INTL NEW COM   2020-01-10 2020-05-20
5. NEW MARKET CORPORATION   2019-05-17 2020-05-20
87. NEWS CORP/NEW-CL A-W/I   2019-05-17 2020-05-20
64. NEWS CORP/NEW-CL A-W/I     2020-05-20
175.265 NEXTIER OILFIELD SOLUTIONS INC     2020-05-20
243.735 NEXTIER OILFIELD SOLUTIONS INC   2019-05-17 2020-05-20
7. O REILLY AUTOMOTIVE INC   2019-05-17 2020-05-20
943. OFFICE DEPOT INC   2019-05-17 2020-05-20
12. OMNICOM GROUP INC   2020-02-13 2020-05-20
43. PDC ENERGY INC     2020-05-20
48. PPL CORPORATION COM   2019-05-17 2020-05-20
56. PPL CORPORATION COM     2020-05-20
9. POPULAR INC SEDOL B86QM90     2020-05-20
77. POPULAR INC SEDOL B86QM90   2019-05-17 2020-05-20
33. PROGRESSIVE CORP OHIO   2019-05-24 2020-05-20
31. ROSS STORES INC   2019-05-17 2020-05-20
514. ROYAL MAIL PLC-UNSP ADR ADR SEDOL BH1C7F7   2019-05-17 2020-05-20
107. ROYAL MAIL PLC-UNSP ADR ADR SEDOL BH1C7F7     2020-05-20
70. SLM CORP   2019-05-17 2020-05-20
50. SLM CORP     2020-05-20
46. SCHLUMBERGER LTD COM   2020-04-03 2020-05-20
1756. SCHWAB US REIT ETF   2019-05-16 2020-05-20
6. STATE STR CORP COM   2019-05-17 2020-05-20
6. STATE STR CORP COM     2020-05-20
70. SUPERIOR ENERGY SERVICES INC   2019-05-17 2020-05-20
43. TRI POINTE GROUP INC   2019-05-17 2020-05-20
19. VIACOMCBS INC - CLASS B   2019-05-17 2020-05-20
3. VIACOMCBS INC - CLASS B   2020-01-10 2020-05-20
120. VISTRA ENERGY CORP     2020-05-20
3. VORNADO RLTY TR SH BEN INT   2020-03-02 2020-05-20
7. VORNADO RLTY TR SH BEN INT   2020-03-02 2020-05-20
5. ZIMMER HOLDINGS INC     2020-05-20
5. ZIMMER HOLDINGS INC   2019-05-17 2020-05-20
85. ADIENT PLC SEDOL BD845X2     2020-05-20
144. ARCH CAPITAL GROUP LTD   2019-05-17 2020-05-20
33. BUNGE LIMITED   2019-05-17 2020-05-20
9. ENSTAR GROUP LTD ISIN BMG3075P1014   2019-05-17 2020-05-20
59. IHS MARKIT LTD SEDOL BD0Q558   2019-05-17 2020-05-20
17. LAZARD, LTD   2019-05-20 2020-05-20
17. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2019-05-17 2020-05-20
243. CNH INDUSTRIAL NV SEDOL BDX85Z1     2020-05-20
101. FRANKS INTERNATIONAL NV SEDOL BCRY5H0   2019-05-17 2020-05-20
43. FRANKS INTERNATIONAL NV SEDOL BCRY5H0     2020-05-20
4. BROADCOM INC   2019-05-17 2020-05-26
7. CIGNA CORP     2020-05-26
11. CVS CAREMARK CORP   2019-05-17 2020-05-26
30. CISCO SYS INC COM   2019-05-17 2020-05-26
27. CONOCOPHILLIPS   2019-01-07 2020-05-26
13. DOLLAR TREE INC   2019-05-17 2020-05-26
24. INTEL CORP     2020-05-26
12. MARSH & MCLENNAN COS INC COM   2019-05-17 2020-05-26
15. VERIZON COMMUNICATIONS COM   2019-05-17 2020-05-26
16. AIA GROUP LTD SPONSORED ADR   2020-01-10 2020-05-27
870. AQR EQUITY MARKET NEUTRAL-I   2019-05-21 2020-05-27
304.902 AQR EQUITY MARKET NEUTRAL-I     2020-05-27
164.703 AQR MANAGED FUTURES STRATEGY FUND CLASS I   2019-05-21 2020-05-27
148.763 SEMPER MBS TOTAL RETURN FUND     2020-05-27
852.813 GOTHAM NEUTRAL FUND-INST   2019-05-21 2020-05-27
217.287 GOTHAM NEUTRAL FUND-INST   2020-01-10 2020-05-27
961.289 361 GLOBAL LNG/SHRT EQ-Y     2020-05-27
628.079 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I   2019-05-21 2020-05-27
147.511 BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I   2020-01-10 2020-05-27
23. DEUTSCHE BOERSE AG UNSPN ADR   2020-01-10 2020-05-29
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10. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2020-01-09 2020-05-29
2. AMERCO   2020-01-09 2020-06-02
1. BLACK KNIGHT INC-WHEN ISSUED   2020-01-09 2020-06-02
9. EASTERLY GOVERNMENT PROPERTI   2019-05-17 2020-06-02
2. LHC GROUP INC   2019-05-17 2020-06-02
2. OLLIE'S BARGAIN OUTLET HOLDI   2020-04-16 2020-06-02
17. SIEMENS HEALTHINEE-UNSP ADR SEDOL BG0KD79   2020-01-10 2020-06-02
2. TRANSUNION   2020-01-09 2020-06-02
42. HSBC HLDGS PLC SPONSORED ADR NEW   2020-01-10 2020-06-08
102. JAPAN AIRLINES CO-UNP ADR ADR SEDOL BFZB9N8   2020-01-14 2020-06-18
15. ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2020-01-10 2020-06-23
1. AIA GROUP LTD SPONSORED ADR   2020-01-10 2020-06-23
12. ACCOR SAF UNSPON ADR   2020-01-10 2020-06-23
3. ADECCO GROUP SA   2020-01-10 2020-06-23
1. AIRBUS SE ADR   2020-01-10 2020-06-23
7. BAE SYSYTEMS PLC SPONSORED ADR   2020-01-10 2020-06-23
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21. COMPAGNIE DE SAINT-UNSP ADR ADR SEDOL B3K9YH2   2020-01-10 2020-06-23
24. DANONE SPONS ADR   2020-01-10 2020-06-23
2. DEUTSCHE BOERSE AG UNSPN ADR   2020-01-10 2020-06-23
8. FANUC CORP ADR   2020-01-10 2020-06-23
1. KBC GROEP NV UNSP ADR   2020-03-10 2020-06-23
1. KONINKLIJKE AHOLD DELHAIZE ADR SEDOL BD9FL92   2020-03-24 2020-06-23
3. MERCK KGAA-SPONSORED ADR SEDOL   2020-02-24 2020-06-23
18. NORDEA BANK ABP - SPON ADR ADR SEDOL BGT1Q96   2020-01-10 2020-06-23
3. NOVOZYMES A/S UNSPONSORED ADR   2020-03-25 2020-06-23
8. NUTRIEN LTD SEDOL BDRJLN0   2020-01-10 2020-06-23
1. PERNOD RICARD SA UNSPONSORED ADR   2020-03-18 2020-06-23
1. RWE AG SPONSORED ADR REPSTG ORD PAR   2020-01-10 2020-06-23
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2. SIEMENS HEALTHINEE-UNSP ADR SEDOL BG0KD79   2020-01-10 2020-06-23
5. FRANKLIN ELECTRIC INC   2019-05-17 2020-06-24
5. ELANCO ANIMAL HEALTH INC   2020-01-09 2020-06-25
5. FIRST REPUBLIC BANK/FRAN   2020-01-09 2020-06-25
5. PROGRESSIVE CORP OHIO   2020-01-09 2020-06-25
2. SBA COMMUNICATIONS CORP   2020-01-09 2020-06-25
8. LIBERTY GLOBAL PLC SEDOL B8W6766   2020-01-09 2020-06-25
11. LIBERTY GLOBAL PLC SERIES C SEDOL B8W67B1   2020-01-09 2020-06-25
217.376 AQR MANAGED FUTURES STRATEGY FUND CLASS I   2019-05-21 2020-06-29
117.744 SEMPER MBS TOTAL RETURN FUND   2019-10-28 2020-06-29
278.758 ANGEL OAK MULTI-STRATEGY INCOME FUND INSTL CLASS   2020-05-27 2020-06-29
406.429 BLACKROCK EVENT DRIVEN EQ-IS   2020-05-27 2020-06-29
408.721 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND   2020-01-10 2020-06-29
156.45 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2019-10-21 2020-06-29
988.222 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO   2018-08-27 2020-06-29
835.396 MFS EMERGING MKTS DEBT FD-R6   2019-05-15 2020-06-29
1622.921 TOUCHSTONE MID CAP GROW-INST     2020-06-29
440.495 TOUCHSTONE SM CAP VAL-INST   2020-01-06 2020-06-29
2355.911 TOUCHSTONE SM CAP VAL-INST   2019-05-16 2020-06-29
6004.605 VIRTUS SEIX FLOATING RATE HIGH INCOME FUND CLASS I   2016-08-05 2020-06-29
1571.813 WELLS FARGO SPECIAL US MID CAP VALUE I     2020-06-29
13. ABBOTT LABORATORIES INC   2019-05-17 2020-06-30
1. ABBOTT LABORATORIES INC   2020-05-15 2020-06-30
1. ALPHABET INC/CA-CL C   2019-05-17 2020-06-30
8. AMPHENOL CORP NEW CL A   2019-05-17 2020-06-30
3. AUTOMATIC DATA PROCESSING INC   2020-02-03 2020-06-30
7. CDW CORP/DE   2020-02-12 2020-06-30
2. FACEBOOK INC   2020-05-21 2020-06-30
2. FACEBOOK INC   2019-05-17 2020-06-30
5. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-07-09 2020-06-30
1. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-06-05 2020-06-30
16. IQVIA HOLDINGS INC   2019-05-17 2020-06-30
8. MASTERCARD INC CL A   2019-05-17 2020-06-30
10. MICROSOFT CORP   2019-05-17 2020-06-30
7. NIKE INC CL B   2019-11-18 2020-06-30
25. SCHWAB CHARLES CORP NEW   2019-05-17 2020-06-30
5. STERICYCLE INC     2020-06-30
16. TJX COS INC NEW COM   2019-07-30 2020-06-30
5. ULTA BEAUTY INC   2019-05-17 2020-06-30
5. VERISK ANALYTICS INC   2019-05-17 2020-06-30
7. ZOETIS INC   2020-06-12 2020-06-30
7. ALLEGION PLC SEDOL BFRT3W7   2019-05-17 2020-06-30
11. APTIV PLC-WHEN ISSUED SEDOL B783TY6   2019-05-17 2020-06-30
20. METHODE ELECTRS INC CL A   2019-05-17 2020-07-07
1. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2020-01-08 2020-07-09
10. DEUTSCHE POST AG SPON ADR   2020-01-10 2020-07-13
11. PC CONNECTION INC   2019-05-17 2020-07-13
4. SAP SE SPONSORED ADR   2020-01-10 2020-07-13
3. LULULEMON ATHLETICA INC   2020-01-08 2020-07-14
16. ARCHER DANIELS MIDLAND CO   2019-01-07 2020-07-16
2. BROADCOM INC   2019-05-17 2020-07-16
9. CATERPILLAR INC   2020-04-07 2020-07-16
10. DOLLAR TREE INC   2019-05-17 2020-07-16
10. LOWES COMPANIES INC   2019-05-17 2020-07-16
1. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2020-01-08 2020-07-22
2. SQUARE INC - A   2020-01-09 2020-07-24
5. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-04-17 2020-07-24
8. DBS GROUP HLDGS LTD SPONSORED ADR   2020-01-10 2020-07-27
26. NUTRIEN LTD SEDOL BDRJLN0   2020-01-10 2020-07-27
435.88 AQR MANAGED FUTURES STRATEGY FUND CLASS I     2020-07-29
1133.6 AQR MANAGED FUTURES STRATEGY FUND CLASS I   2019-05-21 2020-07-29
7.497 SEMPER MBS TOTAL RETURN FUND   2019-10-28 2020-07-29
18.565 ANGEL OAK MULTI-STRATEGY INCOME FUND INSTL CLASS   2020-05-27 2020-07-29
10. ROCHE HOLDINGS LTD ADR     2020-07-29
.25 ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3   2020-01-10 2020-07-30
21. DANONE SPONS ADR   2020-01-10 2020-08-04
1. LHC GROUP INC   2019-05-17 2020-08-04
6. MICROSOFT CORP   2019-05-17 2020-08-04
42. ANGIODYNAMICS INC   2019-05-17 2020-08-10
7. RWE AG SPONSORED ADR REPSTG ORD PAR   2020-01-10 2020-08-12
7. K.FORCE INC   2019-05-17 2020-08-13
23. SHISEIDO LTD SPON ADR     2020-08-13
47. SIEMENS HEALTHINEE-UNSP ADR SEDOL BG0KD79   2020-01-10 2020-08-21
22. COLUMBIA BKG SYS INC   2019-05-17 2020-08-27
13. UNITED BANKSHARES INC WEST V COM   2019-05-17 2020-08-27
7. VAREX IMAGING CORP -W/I   2020-03-17 2020-08-27
23. VAREX IMAGING CORP -W/I   2019-05-17 2020-08-27
5. OLLIE'S BARGAIN OUTLET HOLDI     2020-08-28
10. ULTA BEAUTY INC   2019-05-17 2020-08-28
2. COGNEX CORP   2020-01-09 2020-09-01
12. EASTERLY GOVERNMENT PROPERTI   2019-05-17 2020-09-14
1. LHC GROUP INC   2019-05-17 2020-09-14
12. PC CONNECTION INC   2019-05-17 2020-09-14
13. ABBOTT LABORATORIES INC   2019-05-17 2020-09-18
28. ARCHER DANIELS MIDLAND CO   2019-01-07 2020-09-18
3. BROADCOM INC   2019-05-17 2020-09-18
17. COGNIZANT TECHNOLOGY SOLUTIONS   2020-05-08 2020-09-18
19. DUPONT DE NEMOURS INC-WI     2020-09-18
7. LOWES COMPANIES INC   2019-05-17 2020-09-18
11. MERCK & CO INC   2019-05-17 2020-09-18
7. ALLEGION PLC SEDOL BFRT3W7   2019-05-17 2020-09-18
8. COLFAX CORP   2020-01-09 2020-09-21
1. SHOPIFY INC - A W/I SEDOL BXDZ9Z0   2020-01-08 2020-09-22
3. EXLSERVICE HOLDINGS INC   2019-05-17 2020-09-23
2. LITTELFUSE INC   2019-05-17 2020-09-23
8. NIKE INC CL B   2019-11-18 2020-09-23
6. ALLEGION PLC SEDOL BFRT3W7   2019-05-17 2020-09-23
3. LULULEMON ATHLETICA INC   2020-01-08 2020-09-25
12. ALLEGION PLC SEDOL BFRT3W7   2019-05-17 2020-10-02
1. MICROSOFT CORP   2019-05-17 2020-10-05
1. ABBOTT LABORATORIES INC   2019-05-17 2020-10-06
18. ABBOTT LABORATORIES INC   2019-05-17 2020-10-06
1. AIR PRODUCTS & CHEMICALS INC   2020-01-09 2020-10-06
1. ALPHABET INC/CA-CL C   2019-05-17 2020-10-06
16. AMPHENOL CORP NEW CL A   2019-05-17 2020-10-06
2. ANSYS INC   2020-01-09 2020-10-06
2. AUTODESK INC   2020-01-09 2020-10-06
5. AUTOMATIC DATA PROCESSING INC   2020-02-03 2020-10-06
9. BLACK KNIGHT INC-WHEN ISSUED   2020-01-09 2020-10-06
971.189 BLACKROCK TOTAL RETURN-I   2019-01-04 2020-10-06
19. BROOKFIELD ASSET MANAGEMENT CL A ISIN CA1125851040 SEDOL 2092555   2020-01-09 2020-10-06
3. BROOKFIELD INFRASTRUCTURE-A SEDOL BJP50C4   2020-04-30 2020-10-06
3. BROOKFIELD PPTY REIT INC   2020-01-09 2020-10-06
11. BROWN & BROWN INC   2020-01-09 2020-10-06
4. BROWN FORMAN CORP CL B   2020-01-09 2020-10-06
9. CBRE GROUP INC   2020-01-09 2020-10-06
12. CDW CORP/DE   2020-02-12 2020-10-06
1. CANNAE HOLDINGS INC   2020-09-08 2020-10-06
9. CARMAX INC   2020-01-09 2020-10-06
6. COLFAX CORP   2020-01-09 2020-10-06
3. COPART INC   2020-01-09 2020-10-06
1. CREDIT ACCEPTANCE CORPORATION   2020-02-18 2020-10-06
1. DOLLAR GENERAL CORP   2020-01-09 2020-10-06
2. DOMINO'S PIZZA, INC.   2020-01-09 2020-10-06
5. FACEBOOK INC   2019-05-17 2020-10-06
5. FASTENAL CO   2020-01-09 2020-10-06
9. FNF GROUP-W/I   2020-01-09 2020-10-06
2. FIRST REPUBLIC BANK/FRAN   2020-01-09 2020-10-06
4. GCI LIBERTY INC - CLASS A MERGED 12/18/2020   2020-01-09 2020-10-06
4. GARTNER INC   2020-01-09 2020-10-06
1. GUIDEWIRE SOFTWARE INC   2020-01-09 2020-10-06
2. HEICO CORP NEW CL A   2020-01-09 2020-10-06
1. HILTON WORLDWIDE HLDGS - W/I   2020-01-09 2020-10-06
1. HYATT HOTELS CORP CL A   2020-01-09 2020-10-06
1. IDEXX LABS INC COM   2020-01-09 2020-10-06
8. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-06-05 2020-10-06
16. IQVIA HOLDINGS INC   2019-05-17 2020-10-06
11. KKR & CO INC CLASS A   2020-01-09 2020-10-06
1. LENNAR CORP   2020-01-09 2020-10-06
1. LIBERTY BROADBAND-A   2020-01-09 2020-10-06
2. LIBERTY BROADBAND-C   2020-01-09 2020-10-06
2. LIBERTY SIRIUSXM SERIES A   2020-01-09 2020-10-06
3. LIBERTY SIRIUSXM SERIES C   2020-01-09 2020-10-06
8. LIBERTY FORMULA ONE SERIES C   2020-01-09 2020-10-06
1. LIBERTY FORMULA ONE SERIES A   2020-01-09 2020-10-06
1. M&T BK CORP   2020-01-09 2020-10-06
1. MSCI INC   2020-01-09 2020-10-06
2. MARTIN MARIETTA MATLS INC   2020-01-09 2020-10-06
7. MASTERCARD INC CL A   2019-05-17 2020-10-06
10. MICROSOFT CORP     2020-10-06
3. MICROCHIP TECHNOLOGY INC   2020-01-09 2020-10-06
1. MOODYS CORP   2020-01-09 2020-10-06
3. NIKE INC CL B   2020-10-06 2020-10-06
2. O REILLY AUTOMOTIVE INC   2020-01-09 2020-10-06
1. PROGRESSIVE CORP OHIO   2020-01-09 2020-10-06
404.69 PGIM HIGH YIELD FUND CLASS R6   2020-01-09 2020-10-06
3. REALPAGE, INC.   2020-01-09 2020-10-06
12. RESTAURANT BRANDS INTERN-W/I SEDOL BTF8WD8   2020-01-09 2020-10-06
2. SBA COMMUNICATIONS CORP   2020-01-09 2020-10-06
4. SLACK TECHNOLOGIES INC- CL A   2020-01-09 2020-10-06
25. STERICYCLE INC   2019-05-17 2020-10-06
3. SUMMIT MATERIALS INC -CL A   2020-01-09 2020-10-06
19. TJX COS INC NEW COM   2020-10-06 2020-10-06
2. TRANSDIGM GROUP INC   2020-01-09 2020-10-06
5. TRANSUNION   2020-01-09 2020-10-06
2. ULTA BEAUTY INC   2019-01-07 2020-10-06
2. VERISIGN INC   2020-01-09 2020-10-06
7. VERISK ANALYTICS INC   2019-05-17 2020-10-06
1. VERISK ANALYTICS INC   2020-01-09 2020-10-06
2. VORNADO RLTY TR SH BEN INT   2020-01-09 2020-10-06
6. ZOETIS INC   2020-06-12 2020-10-06
5. ZOETIS INC   2019-05-17 2020-10-06
6. ALLEGION PLC SEDOL BFRT3W7     2020-10-06
2. AON PLC/IRELAND-A SEDOL BLP1HW5   2020-01-09 2020-10-06
2. ARCH CAPITAL GROUP LTD   2020-01-09 2020-10-06
8. IHS MARKIT LTD SEDOL BD0Q558   2020-01-09 2020-10-06
11. APTIV PLC-WHEN ISSUED SEDOL B783TY6   2019-05-17 2020-10-06
1. APTIV PLC-WHEN ISSUED SEDOL B783TY6   2020-10-06 2020-10-06
4. WIX.COM LTD SEDOL BFZCHN7   2020-01-09 2020-10-06
50. WAL-MART DE MEXICO S A DE C V SPONSORED ADR REPSTG SER V SHS   2020-01-08 2020-10-14
77. ABBOTT LABORATORIES INC     2020-10-15
3. LHC GROUP INC   2019-05-17 2020-10-19
21. CARPENTER TECHNOLOGY CORP   2019-05-17 2020-10-21
37. RECKITT BENCKISER-SPON ADR ADR SEDOL B93K0B0     2020-10-21
2. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-04-17 2020-10-21
242. ACS ACTIVIDADES CONS-UNS ADR ADR SEDOL B3F8LH3     2020-10-27
5. AMN HEALTHCARE SERVICES   2019-05-17 2020-10-30
14. TOTAL FINA S A   2020-07-27 2020-10-30
1. CARMAX INC   2020-01-09 2020-11-03
11. COLFAX CORP   2020-01-09 2020-11-03
1. COPART INC   2020-01-09 2020-11-03
2. FIRST REPUBLIC BANK/FRAN   2020-01-09 2020-11-03
2. GARTNER INC   2020-01-09 2020-11-03
129. E.ON SE ADR     2020-11-04
22. TOTAL FINA S A   2020-07-27 2020-11-04
164. ACCOR SAF UNSPON ADR   2020-01-10 2020-11-09
6. ULTA BEAUTY INC   2019-01-07 2020-11-09
10. ALLEGION PLC SEDOL BFRT3W7   2019-01-07 2020-11-09
2. EQUIFAX INC   2020-11-03 2020-11-18
1. LHC GROUP INC   2019-05-17 2020-11-18
5. TETRA TECH INC NEW COM   2019-05-17 2020-11-18
21. ESSILOR INTL ADR   2020-01-08 2020-11-19
16. TENCENT HOLDINGS LTD UNSPON ADR   2020-01-08 2020-11-20
2. TAIWAN SEMICONDUCTOR MTG CO ADR   2020-01-08 2020-11-23
502.933 SEMPER MBS TOTAL RETURN FUND   2019-10-28 2020-11-24
47.579 BLACKROCK EVENT DRIVEN EQ-IS   2020-05-27 2020-11-24
33.226 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND     2020-11-24
12. MURATA MFG CO LTD ADR UNSPON ADR   2020-10-21 2020-11-24
1. STERICYCLE INC   2019-05-17 2020-11-24
3. TJX COS INC NEW COM   2020-10-06 2020-11-24
6. ULTA BEAUTY INC   2019-01-07 2020-11-25
.784 VIATRIS INC-W/I   2019-01-07 2020-11-27
1. IDEXX LABS INC COM   2020-01-09 2020-11-30
52. LONDON STOCK EXCHG-UNSP ADR ADR SEDOL BY7RGX6     2020-11-30
7. MURATA MFG CO LTD ADR UNSPON ADR     2020-12-01
25. ANGLO AMERICAN PLC-SPONS ADR ADR SEDOL BYYWFP9   2020-01-10 2020-12-02
17. FANUC CORP ADR   2020-01-10 2020-12-02
76. MARSH & MCLENNAN COS INC COM     2020-12-04
32. MURATA MFG CO LTD ADR UNSPON ADR   2020-01-10 2020-12-04
1. FACEBOOK INC   2019-05-17 2020-12-07
22. JULIS BAER GROUP LTD UN SPON ADR   2020-01-10 2020-12-07
3. TETRA TECH INC NEW COM   2019-05-17 2020-12-07
7. ALLEGION PLC SEDOL BFRT3W7   2019-01-07 2020-12-07
1. CBRE GROUP INC   2020-01-09 2020-12-09
1. HILTON WORLDWIDE HLDGS - W/I   2020-01-09 2020-12-09
5. OMNICELL INC   2019-05-17 2020-12-10
23. NOVOZYMES A/S UNSPONSORED ADR   2020-03-25 2020-12-11
14. DSV PANALPINA A/S ADR SEDOL B3FP4L9   2020-01-08 2020-12-15
21. BANK NEW YORK MELLON CORP COM   2020-05-26 2020-12-21
196. BANK NEW YORK MELLON CORP COM     2020-12-21
1. ASML HOLDING NV-NY SEDOL B908F01   2020-01-10 2020-12-21
9. CVS CAREMARK CORP   2020-09-18 2020-12-22
11. CAPGEMINI SE - UNSPONSOR ADR SEDOL BF0ZJQ8   2020-01-10 2020-12-22
10. COGNIZANT TECHNOLOGY SOLUTIONS   2020-05-08 2020-12-22
1. ULTA BEAUTY INC   2020-03-26 2020-12-22
4. ULTA BEAUTY INC   2019-01-07 2020-12-22
21. IHS MARKIT LTD SEDOL BD0Q558   2020-11-23 2020-12-23
.54 LIBERTY BROADBAND-C   2020-01-09 2020-12-24
15. MTS SYSTEMS CORP   2019-05-17 2020-12-29
116. PFIZER INC COM     2020-12-31
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,307   1,067 240
b 2,649   2,143 506
c 3,932   3,508 424
d 1,539   1,373 166
e 2,030   1,716 314
2,781   2,333 448
103   104 -1
535   461 74
2,569   2,209 360
1,409   1,314 95
35,856   21,879 13,977
1,158   1,105 53
343   310 33
2,049   1,727 322
626   580 46
693   570 123
673   543 130
202   157 45
703   531 172
1,632   1,504 128
955   761 194
1,177   1,107 70
691   617 74
2,187   1,935 252
928   897 31
737   528 209
96   98 -2
640   704 -64
1,509   1,455 54
2,837   2,277 560
202   233 -31
891   845 46
304   300 4
1,262   1,107 155
434   389 45
203   166 37
156   132 24
269   250 19
360   357 3
1,295   1,349 -54
1,441   1,147 294
1,761   1,988 -227
2,602   2,289 313
97,200   75,328 21,872
37,979   34,139 3,840
41,302   38,495 2,807
860   823 37
309   351 -42
668   663 5
1,019   811 208
1,308   1,185 123
2,008   1,711 297
3,588   3,019 569
1,919   1,648 271
4,118   3,343 775
392   422 -30
594   580 14
472   422 50
1,010   934 76
2,635   2,117 518
433   356 77
2,233   3,261 -1,028
216   217 -1
51,547   51,100 447
57,226   42,000 15,226
374   401 -27
3,203   2,492 711
580   484 96
2,583   2,426 157
967   793 174
2,464   2,452 12
1,708   1,550 158
25,382   32,810 -7,428
1,827   1,576 251
1,486   2,065 -579
844   799 45
2,564   2,414 150
920   861 59
2,538   1,933 605
2,201   1,824 377
1,040   814 226
513   440 73
680   521 159
2,031   1,621 410
190   181 9
261   261  
992   744 248
27,936   17,839 10,097
23,700   20,469 3,231
70   65 5
30   27 3
37   36 1
20   17 3
599   569 30
754   780 -26
324   303 21
178   175 3
178   175 3
285   282 3
160   156 4
206   200 6
780   762 18
452   421 31
154   150 4
209   205 4
306   309 -3
542   412 130
904   905 -1
2,332   1,603 729
234   225 9
263   279 -16
237   232 5
3,266   2,443 823
297   290 7
174   163 11
800   853 -53
1,497   1,577 -80
2,423   1,796 627
209   1,125 -916
466   2,498 -2,032
993   671 322
1,881   1,508 373
392   324 68
3,701   3,275 426
4,729   3,410 1,319
269   216 53
398   364 34
244   249 -5
248   1,369 -1,121
1,623   1,262 361
2,227   1,846 381
411   414 -3
748   948 -200
819   733 86
430   292 138
1,317   1,597 -280
294   232 62
320   227 93
322   289 33
321   248 73
389   350 39
292   270 22
968   1,280 -312
776   621 155
263   285 -22
646   574 72
1,312   1,613 -301
1,108   1,597 -489
1,438   1,621 -183
822   1,016 -194
1,675   1,732 -57
252   270 -18
330   315 15
431   369 62
1,271   1,167 104
199   203 -4
790   758 32
1,146   1,596 -450
903   1,452 -549
266   203 63
169   184 -15
363   1,305 -942
228   229 -1
1,958   1,907 51
2,545   3,453 -908
1,282   1,459 -177
2,545   8,727 -6,182
578   657 -79
137   142 -5
1,534   1,615 -81
532   534 -2
753   1,617 -864
1,083   1,596 -513
571   1,016 -445
307   498 -191
317   289 28
501   921 -420
572   2,118 -1,546
156   216 -60
251   1,053 -802
150   2,222 -2,072
110   1,353 -1,243
1,881   1,672 209
570   1,772 -1,202
444   979 -535
132   157 -25
144   176 -32
126   170 -44
355   839 -484
780   1,193 -413
780   755 25
1,927   2,874 -947
654   712 -58
274   430 -156
132   657 -525
143   135 8
2,817   2,669 148
184   199 -15
219   261 -42
302   306 -4
297   268 29
876   850 26
190   239 -49
2,567   2,536 31
47   45 2
950   1,607 -657
239   338 -99
139   178 -39
263   269 -6
612   1,345 -733
193   275 -82
130   203 -73
226   302 -76
1   1  
791   636 155
805   643 162
2,081   2,058 23
2,973   10,280 -7,307
837   3,629 -2,792
2,065   2,108 -43
2,869   3,337 -468
3,610   3,565 45
263   396 -133
245   750 -505
687   933 -246
689   1,609 -920
607   485 122
17   16 1
1,457   2,275 -818
593   1,133 -540
353   406 -53
322   754 -432
300   242 58
448   648 -200
152   251 -99
967   763 204
69   326 -257
2,980   10,386 -7,406
220   338 -118
1,335   1,735 -400
412   434 -22
704   907 -203
302   299 3
415   464 -49
26   26  
289   242 47
305   315 -10
269   313 -44
478   1,287 -809
1,424   1,775 -351
1,054   1,123 -69
7   9 -2
2,114   1,875 239
1,705   1,616 89
1,973   2,011 -38
1,599   1,868 -269
215   378 -163
147   141 6
367   358 9
617   633 -16
719   694 25
827   1,401 -574
23   29 -6
240   206 34
486   358 128
292   278 14
356   359 -3
1,549   2,315 -766
498   684 -186
1,401   1,167 234
1,798   2,373 -575
300   356 -56
1,890   1,712 178
2,281   2,307 -26
538   1,390 -852
981   1,876 -895
1,826   2,004 -178
782   1,233 -451
56   86 -30
389   825 -436
481   1,267 -786
2,092   2,416 -324
815   692 123
1,851   1,963 -112
3,437   2,844 593
1,228   944 284
218   228 -10
2,396   2,338 58
341   942 -601
1,138   3,611 -2,473
590   694 -104
1,742   2,198 -456
423   771 -348
1,904   3,103 -1,199
1,523   1,800 -277
3,146   3,084 62
1,311   908 403
277   612 -335
237   440 -203
2,564   4,167 -1,603
314   883 -569
14   38 -24
402   459 -57
583   1,152 -569
277   409 -132
4,169   3,168 1,001
736   1,068 -332
866   1,215 -349
701   983 -282
660   1,246 -586
742   1,159 -417
1,594   2,160 -566
3,283   4,122 -839
366   918 -552
671   2,566 -1,895
1,597   1,946 -349
771   1,086 -315
466   510 -44
95   95  
897   1,145 -248
1,602   1,652 -50
1,831   1,476 355
2,976   2,461 515
567   878 -311
465   761 -296
123   108 15
1,241   1,119 122
1,492   2,231 -739
3,322   3,368 -46
1,124   704 420
1,688   1,793 -105
815   1,566 -751
229   513 -284
1,984   2,558 -574
346   624 -278
23   36 -13
390   596 -206
530   526 4
237   332 -95
806   895 -89
1,270   1,855 -585
335   283 52
325   316 9
184   249 -65
217   294 -77
295   578 -283
805   996 -191
867   1,227 -360
1,219   4,511 -3,292
185   644 -459
3,250   3,151 99
430   354 76
5,771   4,661 1,110
18,404   18,881 -477
439   492 -53
399   432 -33
381   587 -206
3,445   4,267 -822
1,330   2,253 -923
576   572 4
1,548   1,538 10
349   598 -249
1,942   2,434 -492
155   168 -13
2,156   2,108 48
996   1,004 -8
733   898 -165
536   1,071 -535
746   2,293 -1,547
2,851   2,490 361
2,122   2,046 76
633   952 -319
543   816 -273
1,234   1,440 -206
1,440   1,456 -16
338   462 -124
2,894   4,284 -1,390
2,491   2,650 -159
2,835   3,002 -167
2,128   3,166 -1,038
443   494 -51
510   711 -201
365   445 -80
835   663 172
58,061   79,058 -20,997
352   370 -18
352   334 18
85   1,819 -1,734
552   593 -41
374   923 -549
59   122 -63
2,416   2,873 -457
111   162 -51
258   379 -121
634   503 131
634   587 47
1,428   1,795 -367
3,832   4,882 -1,050
1,173   1,754 -581
1,196   1,593 -397
4,021   3,416 605
436   590 -154
1,334   1,539 -205
1,375   2,276 -901
204   614 -410
87   218 -131
1,142   1,160 -18
1,378   1,109 269
716   571 145
1,354   1,671 -317
1,195   1,730 -535
1,104   1,310 -206
1,515   1,090 425
1,273   1,141 132
822   856 -34
531   713 -182
7,056   8,700 -1,644
2,473   2,825 -352
1,402   1,418 -16
1,209   1,556 -347
7,854   8,528 -674
2,001   2,197 -196
9,892   10,652 -760
5,646   6,507 -861
1,326   1,544 -218
377   368 9
191   153 38
128   126 2
208   202 6
645   764 -119
77   65 12
234   166 68
329   238 91
185   110 75
431   414 17
178   182 -4
1,113   1,606 -493
984   1,596 -612
78   112 -34
39   45 -6
68   110 -42
70   95 -25
19   38 -19
179   219 -40
45   49 -4
147   167 -20
348   389 -41
36   32 4
145   151 -6
29   31 -2
27   22 5
69   78 -9
129   147 -18
175   127 48
284   376 -92
32   27 5
36   33 3
36   33 3
49   49  
243   231 12
106   141 -35
533   580 -47
397   369 28
568   485 83
173   168 5
234   222 12
1,817   1,872 -55
1,016   1,230 -214
2,810   2,782 28
3,950   3,950  
4,271   4,320 -49
2,217   2,439 -222
14,003   15,319 -1,316
12,013   11,913 100
53,410   52,650 760
8,797   11,380 -2,583
47,048   55,895 -8,847
46,596   51,580 -4,984
53,394   52,938 456
1,166   991 175
90   90  
1,397   1,167 230
769   736 33
445   525 -80
807   954 -147
443   471 -28
443   369 74
610   710 -100
122   138 -16
2,235   2,147 88
2,341   2,013 328
2,014   1,286 728
679   654 25
834   1,082 -248
276   247 29
806   886 -80
1,013   1,721 -708
840   710 130
944   948 -4
705   709 -4
851   810 41
574   556 18
1,026   421 605
388   380 8
497   383 114
606   550 56
897   712 185
650   678 -28
625   580 45
1,248   1,118 130
962   1,007 -45
1,425   1,078 347
966   421 545
245   134 111
377   266 111
477   621 -144
866   1,223 -357
3,653   3,636 17
9,500   9,760 -260
65   78 -13
188   185 3
448   420 28
1   2 -1
277   341 -64
201   119 82
1,284   772 512
376   842 -466
274   228 46
258   249 9
1,229   1,428 -199
1,080   1,146 -66
625   796 -171
346   482 -136
79   127 -48
259   662 -403
511   255 256
2,374   3,441 -1,067
139   112 27
285   220 65
202   119 83
503   418 85
1,398   991 407
1,341   1,187 154
1,081   870 211
1,170   968 202
1,123   1,613 -490
1,133   754 379
947   863 84
728   709 19
244   302 -58
919   421 498
190   184 6
339   347 -8
1,015   747 268
587   608 -21
938   712 226
1,186   1,216 -30
208   129 79
108   76 32
1,937   1,373 564
302   232 70
1,464   1,167 297
1,793   1,472 321
640   521 119
456   383 73
716   875 -159
803   584 219
12,169   10,926 1,243
650   740 -90
169   126 43
41   52 -11
508   444 64
305   269 36
446   546 -100
1,509   1,635 -126
39   36 3
859   788 71
198   226 -28
332   285 47
352   440 -88
213   153 60
861   578 283
1,315   923 392
228   180 48
303   414 -111
241   232 9
331   294 37
508   640 -132
105   111 -6
184   191 -7
92   110 -18
57   87 -30
390   276 114
936   1,107 -171
2,580   2,147 433
394   333 61
82   58 24
144   128 16
289   258 31
69   96 -27
103   145 -42
302   366 -64
35   44 -9
100   167 -67
349   268 81
509   558 -49
2,411   1,761 650
2,083   1,251 832
324   327 -3
294   249 45
389   390 -1
901   873 28
96   74 22
2,157   2,258 -101
177   166 11
702   760 -58
634   485 149
114   91 23
1,591   1,221 370
55   73 -18
1,092   1,104 -12
990   1,192 -202
443   456 -13
469   539 -70
408   415 -7
1,269   994 275
181   157 24
72   132 -60
979   812 167
816   509 307
607   505 102
416   419 -3
62   87 -25
624   625 -1
1,066   810 256
97   99 -2
1,080   554 526
1,190   1,492 -302
8,243   5,515 2,728
672   358 314
360   994 -634
682   598 84
176   106 70
1,193   1,661 -468
325   253 72
421   539 -118
93   88 5
319   415 -96
118   95 23
260   232 28
282   320 -38
1,382   1,395 -13
717   847 -130
1,071   1,500 -429
1,497   1,616 -119
1,117   807 310
345   300 45
204   119 85
622   336 286
1,422   1,633 -211
1,224   799 425
196   118 78
4,541   5,256 -715
472   462 10
358   341 17
243   208 35
72   49 23
193   174 19
1,654   1,616 38
13   14 -1
454   276 178
1,400   1,164 236
151   115 36
390   358 32
425   320 105
8,819   6,586 2,233
687   502 185
287   185 102
249   226 23
359   202 157
790   565 225
67   61 6
109   110 -1
572   403 169
1,262   970 292
1,121   791 330
857   782 75
7,998   9,155 -1,157
470   299 171
611   531 80
319   271 48
813   569 244
264   196 68
1,055   1,077 -22
1,815   1,948 -133
86   70 16
876   845 31
4,222   4,625 -403
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
      12,970
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       240
b       506
c       424
d       166
e       314
      448
      -1
      74
      360
      95
      13,977
      53
      33
      322
      46
      123
      130
      45
      172
      128
      194
      70
      74
      252
      31
      209
      -2
      -64
      54
      560
      -31
      46
      4
      155
      45
      37
      24
      19
      3
      -54
      294
      -227
      313
      21,872
      3,840
      2,807
      37
      -42
      5
      208
      123
      297
      569
      271
      775
      -30
      14
      50
      76
      518
      77
      -1,028
      -1
      447
      15,226
      -27
      711
      96
      157
      174
      12
      158
      -7,428
      251
      -579
      45
      150
      59
      605
      377
      226
      73
      159
      410
      9
       
      248
      10,097
      3,231
      5
      3
      1
      3
      30
      -26
      21
      3
      3
      3
      4
      6
      18
      31
      4
      4
      -3
      130
      -1
      729
      9
      -16
      5
      823
      7
      11
      -53
      -80
      627
      -916
      -2,032
      322
      373
      68
      426
      1,319
      53
      34
      -5
      -1,121
      361
      381
      -3
      -200
      86
      138
      -280
      62
      93
      33
      73
      39
      22
      -312
      155
      -22
      72
      -301
      -489
      -183
      -194
      -57
      -18
      15
      62
      104
      -4
      32
      -450
      -549
      63
      -15
      -942
      -1
      51
      -908
      -177
      -6,182
      -79
      -5
      -81
      -2
      -864
      -513
      -445
      -191
      28
      -420
      -1,546
      -60
      -802
      -2,072
      -1,243
      209
      -1,202
      -535
      -25
      -32
      -44
      -484
      -413
      25
      -947
      -58
      -156
      -525
      8
      148
      -15
      -42
      -4
      29
      26
      -49
      31
      2
      -657
      -99
      -39
      -6
      -733
      -82
      -73
      -76
       
      155
      162
      23
      -7,307
      -2,792
      -43
      -468
      45
      -133
      -505
      -246
      -920
      122
      1
      -818
      -540
      -53
      -432
      58
      -200
      -99
      204
      -257
      -7,406
      -118
      -400
      -22
      -203
      3
      -49
       
      47
      -10
      -44
      -809
      -351
      -69
      -2
      239
      89
      -38
      -269
      -163
      6
      9
      -16
      25
      -574
      -6
      34
      128
      14
      -3
      -766
      -186
      234
      -575
      -56
      178
      -26
      -852
      -895
      -178
      -451
      -30
      -436
      -786
      -324
      123
      -112
      593
      284
      -10
      58
      -601
      -2,473
      -104
      -456
      -348
      -1,199
      -277
      62
      403
      -335
      -203
      -1,603
      -569
      -24
      -57
      -569
      -132
      1,001
      -332
      -349
      -282
      -586
      -417
      -566
      -839
      -552
      -1,895
      -349
      -315
      -44
       
      -248
      -50
      355
      515
      -311
      -296
      15
      122
      -739
      -46
      420
      -105
      -751
      -284
      -574
      -278
      -13
      -206
      4
      -95
      -89
      -585
      52
      9
      -65
      -77
      -283
      -191
      -360
      -3,292
      -459
      99
      76
      1,110
      -477
      -53
      -33
      -206
      -822
      -923
      4
      10
      -249
      -492
      -13
      48
      -8
      -165
      -535
      -1,547
      361
      76
      -319
      -273
      -206
      -16
      -124
      -1,390
      -159
      -167
      -1,038
      -51
      -201
      -80
      172
      -20,997
      -18
      18
      -1,734
      -41
      -549
      -63
      -457
      -51
      -121
      131
      47
      -367
      -1,050
      -581
      -397
      605
      -154
      -205
      -901
      -410
      -131
      -18
      269
      145
      -317
      -535
      -206
      425
      132
      -34
      -182
      -1,644
      -352
      -16
      -347
      -674
      -196
      -760
      -861
      -218
      9
      38
      2
      6
      -119
      12
      68
      91
      75
      17
      -4
      -493
      -612
      -34
      -6
      -42
      -25
      -19
      -40
      -4
      -20
      -41
      4
      -6
      -2
      5
      -9
      -18
      48
      -92
      5
      3
      3
       
      12
      -35
      -47
      28
      83
      5
      12
      -55
      -214
      28
       
      -49
      -222
      -1,316
      100
      760
      -2,583
      -8,847
      -4,984
      456
      175
       
      230
      33
      -80
      -147
      -28
      74
      -100
      -16
      88
      328
      728
      25
      -248
      29
      -80
      -708
      130
      -4
      -4
      41
      18
      605
      8
      114
      56
      185
      -28
      45
      130
      -45
      347
      545
      111
      111
      -144
      -357
      17
      -260
      -13
      3
      28
      -1
      -64
      82
      512
      -466
      46
      9
      -199
      -66
      -171
      -136
      -48
      -403
      256
      -1,067
      27
      65
      83
      85
      407
      154
      211
      202
      -490
      379
      84
      19
      -58
      498
      6
      -8
      268
      -21
      226
      -30
      79
      32
      564
      70
      297
      321
      119
      73
      -159
      219
      1,243
      -90
      43
      -11
      64
      36
      -100
      -126
      3
      71
      -28
      47
      -88
      60
      283
      392
      48
      -111
      9
      37
      -132
      -6
      -7
      -18
      -30
      114
      -171
      433
      61
      24
      16
      31
      -27
      -42
      -64
      -9
      -67
      81
      -49
      650
      832
      -3
      45
      -1
      28
      22
      -101
      11
      -58
      149
      23
      370
      -18
      -12
      -202
      -13
      -70
      -7
      275
      24
      -60
      167
      307
      102
      -3
      -25
      -1
      256
      -2
      526
      -302
      2,728
      314
      -634
      84
      70
      -468
      72
      -118
      5
      -96
      23
      28
      -38
      -13
      -130
      -429
      -119
      310
      45
      85
      286
      -211
      425
      78
      -715
      10
      17
      35
      23
      19
      38
      -1
      178
      236
      36
      32
      105
      2,233
      185
      102
      23
      157
      225
      6
      -1
      169
      292
      330
      75
      -1,157
      171
      80
      48
      244
      68
      -22
      -133
      16
      31
      -403
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -29,334
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................................ 1 402
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........................... 3 402
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- ..... 5 402
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,006
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,006
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,604
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet404 RefundedBullet 11 5,200
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)
    bulletOH
    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 .Click to see attachment
    8b
     
    No
    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 addressbullet  
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 494-0067

    Located atbullet116 ALLGEHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PNC BANK NA TRUSTEE
    6
    30,524    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    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
    2,241,258
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,241,258
    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
    2,241,258
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    33,619
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,207,639
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    110,382
    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
    110,382
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    402
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    402
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    109,980
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    109,980
    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
    109,980
    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
    109,704
    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
    109,704
    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
    109,704
    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 7 109,980
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 93,578
    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$ 109,704
    a Applied to 2019, but not more than line 2a 93,578
    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..... 16,126
    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 ..........
    93,854
    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).)
    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
    MEMORIAL PARK
    ATTN MARY JANE LEE CLERK
    C/O PARK DISTRICT LIBERTY TWP
    ADA,OH458100228
    N/A PC GENERAL SUPPORT 9,258
    OHIO NORTHERN UNIVERSITY
    ATTN CAROL SCHISSLER
    ACCOUNTING MGR -CTRLS OFFICE
    ADA,OH458101599
    N/A PC GENERAL SUPPORT 25,073
    HARDIN MEMORIAL HOSPITAL
    921 E FRANKLIN ST
    KENTON,OH433262099
    N/A PC GENERAL SUPPORT 900
    ADA 1ST UNTD METHODIST CHURCH
    301 N MAIN ST
    ADA,OH45810
    N/A PC GENERAL SUPPORT 9,558
    ADA EXEMPTED VILLAGE SCHOOLS
    725 W NORTH AVE
    ADA,OH458101176
    N/A PC GENERAL SUPPORT 29,173
    ADA PUBLIC LIBRARY
    RHETT GRANT DIRECTOR
    ADA,OH458101184
    NONE PC GENERAL SUPPORT 19,116
    PEO CHAPTER O ADA OHIO
    3700 GRAND AVE
    DES MOINES,IA503122806
    NONE PC GENERAL SUPPORT 500
    Total .................................bullet 3a 93,578
    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 49,395  
    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 -29,334  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME
        14 16  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   20,077  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    20,077
    (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 ExplnOfNonFilingWithAGStmt
    Name:
    STAMBAUGH AVANELL C CHAR TW
    EIN:
    34-6673319
    Statement:
    The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    STAMBAUGH AVANELL C CHAR TW
    EIN:
    34-6673319
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1317205 AIA GROUP LTD SPONSORE 5,832 6,534
    1744101 AMN HEALTHCARE SERVICE 1,458 2,048
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    654106103 NIKE INC CLASS B 10,295 14,713
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    680033107 OLD NATIONAL BANCORP 1,607 1,573
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    00783V104 ADYEN NV-UNSPON ADR 1,956 2,320
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    29476L107 EQUITY RESIDENTIAL S 9,655 8,477
    30215C101 EXPERIAN PLC SPON AD 3,405 3,872
    30303M102 FACEBOOK INC 6,707 11,746
    31620R303 FNF GROUP-W/I 1,886 1,603
    33616C100 FIRST REPUBLIC BANK/ 812 1,029
    36237H101 G-III APPAREL GROUP 1,249 1,068
    40171V100 GUIDEWIRE SOFTWARE I 1,647 1,931
    40415F101 HDFC BANK LTD SPON - 3,280 3,830
    40425J101 HMS HLDGS CORP 852 992
    43300A203 HILTON WORLDWIDE HLD 3,082 3,115
    44267D107 HOWARD HUGHES CORP T 1,450 947
    44925C103 ICF INTERNATIONAL IN 1,776 1,635
    45168D104 IDEXX LABS INC 827 1,500
    46266C105 IQVIA HOLDINGS INC 13,406 21,500
    48137C108 JULIS BAER GROUP LTD 1,376 1,549
    48241F104 KBC GROEP NV UNSP AD 1,279 1,430
    48251W104 KKR & CO INC CLASS A 2,633 3,523
    50187A107 LHC GROUP INC 596 1,067
    54338V101 LONZA GROUP AG UNSPO 2,602 2,691
    55261F104 M&T BK CORP 501 382
    55354G100 MSCI INC 805 1,340
    57636Q104 MASTERCARD INC CL A 12,180 21,059
    58506Q109 MEDPACE HOLDINGS INC 769 1,670
    58733R102 MERCADOLIBRE INC 1,811 5,026
    58933Y105 MERCK & CO INC 7,500 7,935
    60786M105 MOELIS & CO 813 1,169
    65336K103 NEXSTAR MEDIA GROUP 1,919 1,965
    65558R109 NORDEA BANK ABP - SP 1,465 1,469
    67103H107 O REILLY AUTOMOTIVE 2,620 2,715
    68213N109 OMNICELL INC 1,167 1,800
    68389X105 ORACLE CORP 7,401 9,380
    74365P108 PROSUS NV -SPON ADR 1,711 2,212
    75606N109 REALPAGE, INC. 1,106 1,745
    76131D103 RESTAURANT BRANDS IN 2,153 2,078
    78409V104 S&P GLOBAL INC 580 657
    78410G104 SBA COMMUNICATIONS C 2,665 3,103
    78463M107 SPS COMMERCE INC 373 652
    80007R105 SANDS CHINA LTD UNSP 2,669 2,356
    80105N105 SANOFI SPONSORED ADR 1,537 1,458
    82509L107 SHOPIFY INC - A W/I 842 2,264
    82674R103 SIKA AG-BR-ADR ADR S 1,704 2,478
    82706C108 SILICON MOTION TECHN 903 1,059
    83088V102 SLACK TECHNOLOGIES I 456 845
    83175M205 SMITH & NEPHEW P/C S 4,245 3,753
    86614U100 SUMMIT MATERIALS INC 629 522
    87974R208 TEMENOS AG ADR SEDOL 1,745 1,699
    88032Q109 TENCENT HOLDINGS LTD 1,847 2,660
    88162G103 TETRA TECH INC NEW 673 1,158
    89400J107 TRANSUNION 1,733 1,885
    89832Q109 TRUIST FINANCIAL COR 9,882 10,545
    90384S303 ULTA BEAUTY INC 1,569 2,297
    91879Q109 VAIL RESORTS INC 2,004 2,232
    92343V104 VERIZON COMMUNICATIO 8,324 8,578
    92345Y106 VERISK ANALYTICS INC 8,386 14,324
    92556V106 VIATRIS INC-W/I 483 525
    98850P109 YUM CHINA HOLDINGS I 1,295 1,370
    98978V103 ZOETIS INC 7,559 13,571
    G0176J109 ALLEGION PLC SEDOL B 2,984 4,306
    G037AX101 AMBARELLA INC SEDOL 508 1,010
    G0403H108 AON PLC/IRELAND-A SE 2,480 2,535
    G0450A105 ARCH CAPITAL GROUP L 2,130 1,767
    G1151C101 ACCENTURE PLC CLASS 2,870 3,657
    G4705A100 ICON PLC SEDOL B94G4 1,189 1,365
    G47567105 IHS MARKIT LTD SEDOL 1,485 1,707
    G6095L109 APTIV PLC-WHEN ISSUE 6,072 11,987
    G8473T100 STERIS PLC SEDOL BFY 1,962 2,464
    H01301128 ALCON INC SEDOL BJXB 2,249 2,639
    M98068105 WIX.COM LTD SEDOL BF 1,473 2,750
    N07059210 ASML HOLDING NV-NY S 3,615 5,853
    N3167Y103 FERRARI NV - W/I SED 1,347 2,066

    TY 2020 InvestmentsOtherSchedule2
    Name:
    STAMBAUGH AVANELL C CHAR TW
    EIN:
    34-6673319
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED      
    MUTUAL FUNDS - EQUITY      
    ALTERNATIVE INVESTMENTS      
    24525669 AMERICAN BEACON AHL M AT COST 13,587 13,563
    57071854 BAIRD AGGREGATE BOND AT COST 86,210 86,137
    277923264 EATON VANCE GLOBAL M AT COST 22,936 24,088
    316092857 FIDELITY REAL ESTATE AT COST 73,185 86,292
    317609295 SEAFARER OVERSEAS GR AT COST 53,700 67,805
    464287200 ISHARES CORE S&P 500 AT COST 114,074 159,541
    464287499 ISHARES RUSSELL MID- AT COST 53,661 69,921
    552746364 MFS EMERGING MKTS DE AT COST 84,507 92,252
    936793686 WASATCH INTL OPPORTU AT COST 35,454 57,233
    957663503 WESTERN ASSET CORE P AT COST 109,674 120,718
    46090E103 INVESCO QQQ TRUST ET AT COST 63,952 83,141
    03463K406 ANGEL OAK MULTI-STRA AT COST 21,844 22,489
    09250J734 BLACKROCK EVENT DRIV AT COST 26,248 27,073
    09252M883 BLACKROCK TOTAL RETU AT COST 80,507 87,520
    09260B382 BLACKROCK STRATEGIC AT COST 53,827 54,651
    52106N459 LAZARD GLOBAL LISTED AT COST 118,613 112,321
    74440Y884 PGIM HIGH YIELD FUND AT COST 70,342 69,459
    89154Q562 TOUCHSTONE SANDS EM AT COST 53,700 89,175
    89355J656 TRANSAMERICA SM CAP AT COST 48,400 58,623
    97717X669 WISDOMTREE U.S. QUAL AT COST 64,541 77,972

    TY 2020 LegalFeesSchedule
    Name:
    STAMBAUGH AVANELL C CHAR TW
    EIN:
    34-6673319
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 653     653


    TY 2020 OtherDecreasesSchedule
    Name:
    STAMBAUGH AVANELL C CHAR TW
    EIN:
    34-6673319
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 1,745
    TAX COST ADJ FOR WASH SALES 224
    RETURN OF CAPITAL ADJUSTMENT 297
    ADJ FOR NET SECURITIES DELIVERED 39


    TY 2020 OtherExpensesSchedule
    Name:
    STAMBAUGH AVANELL C CHAR TW
    EIN:
    34-6673319
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 11 0   11
    STATE FILING FEES 200 0   200
    MAP MANAGEMENT FEES 3,055 3,055   0
    ADR SERVICE FEES 116 116   0


    TY 2020 OtherIncomeSchedule2
    Name:
    STAMBAUGH AVANELL C CHAR TW
    EIN:
    34-6673319
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PTP DIVIDENDS 16 14  


    TY 2020 OtherIncreasesSchedule
    Name:
    STAMBAUGH AVANELL C CHAR TW
    EIN:
    34-6673319
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 8
    2020 SALES POSTED IN 2021 404
    ADJUSTMENT TO INCOME 13


    TY 2020 TaxesSchedule
    Name:
    STAMBAUGH AVANELL C CHAR TW
    EIN:
    34-6673319
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 442 442   0
    FEDERAL TAX PAYMENT - PRIOR YE 4,675 0   0
    FEDERAL ESTIMATES - PRINCIPAL 6,006 0   0
    FOREIGN TAXES ON NONQUALIFIED 377 377   0