Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
EDITH M BURBECK TUW
 
Number and street (or P.O. box number if mail is not delivered to street address)125 HIGH ST STE 901 BOS-301
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

04-6278585
B Telephone number (see instructions)

(781) 581-4222
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$186,809J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,569 4,568  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,913
b Gross sales price for all assets on line 6a 53,524
7 Capital gain net income (from Part IV, line 2)... 14,913
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 19,482 19,481  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 456 228   228
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,222 0 0 3,222
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
900 450 0 450
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,780 1,390   1,390
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
151 9   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)....... Click to see attachment
List of Attached Documents:
// Content
35     35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,544 2,077 0 5,325
25 Contributions, gifts, grants paid....... 9,700 9,700
26 Total expenses and disbursements. Add lines 24 and 25 17,244 2,077 0 15,025
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,238
b Net investment income (if negative, enter -0-) 17,404
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 149,824 Click to see attachment
List of Attached Documents:
// Content
151,470 		186,809
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 149,824 151,470 186,809
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 149,824 151,470
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 149,824 151,470
30 Total liabilities and net assets/fund balances (see instructions). 149,824 151,470
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
149,824
2
Enter amount from Part I, line 27a .....................
2
2,238
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
152,062
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
592
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
151,470
Form 990-PF (2023)
Form 990-PF (2023)
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 2. AT & T INC   2022-11-08 2023-10-06
b 2. ABBOTT LABORATORIES INC   2023-01-10 2023-09-05
c 13. ABBOTT LABORATORIES INC   2018-02-28 2023-09-05
d 1. ABBVIE INC   2022-04-01 2023-01-10
e 3. ADOBE INC.   2017-01-09 2023-01-10
4. ALPHABET, INC. CL A   2016-02-23 2023-08-14
1. ALPHABET, INC. CL A   2016-02-23 2023-10-06
6. ALPHABET, INC. CL A   2016-02-23 2023-12-18
6. AMAZON.COM, INC   2016-10-11 2023-01-10
1. AMAZON.COM, INC   2016-10-11 2023-08-14
2. AMAZON.COM, INC   2016-10-11 2023-08-22
1. AMAZON.COM, INC   2016-10-11 2023-10-06
3. AMEREN CORP.   2021-01-12 2023-01-10
2. AMERICAN ELEC POWER CO   2020-10-16 2023-01-10
1. AMERICAN ELEC POWER CO   2020-10-16 2023-10-06
1. ANALOG DEVICES   2014-01-27 2023-01-10
2. APPLE INC   2014-10-28 2023-08-14
1. APPLE INC   2014-10-28 2023-08-22
4. APPLE INC   2014-10-28 2023-08-30
1. APPLE INC   2014-10-28 2023-10-06
1. APPLIED MATERIALS   2020-04-28 2023-01-10
4. APPLIED MATERIALS   2020-04-28 2023-08-30
1. BLACKROCK INC.   2016-09-21 2023-08-14
1. BOSTON SCIENTIFIC CORP   2023-09-05 2023-10-06
1. BROADCOM INC   2018-03-29 2023-08-14
1. BROADCOM INC   2018-03-29 2023-10-04
2. BURLINGTON STORES, INC.   2018-10-17 2023-01-10
5. BURLINGTON STORES, INC.   2022-01-19 2023-12-18
3. CAMDEN PROPERTY TRUST   2022-06-27 2023-06-14
7. CAMDEN PROPERTY TRUST   2022-04-19 2023-06-14
53.562 COLUMBIA CORPORATE INCOME FUND   2019-01-08 2023-01-11
12.688 COLUMBIA CORPORATE INCOME FUND   2019-01-08 2023-10-06
.983 CONESTOGA SMALL CAP FUND   2021-01-13 2023-10-06
11. CONOCOPHILLIPS   2021-01-12 2023-01-10
7. CONOCOPHILLIPS   2021-01-12 2023-04-28
1. CROWN CASTLE INC.   2022-01-19 2023-01-10
8. CROWN CASTLE INC.   2020-01-15 2023-01-10
1. DARDEN RESTAURANTS INC.   2021-01-12 2023-01-10
3. DEERE & CO   2022-04-01 2023-09-05
1. EASTMAN CHEMICAL CO   2021-10-04 2023-01-10
3. FACEBOOK META PLATFORMS INC   2016-01-20 2023-01-10
1. GLOBAL PAYMENTS INC   2020-01-15 2023-01-10
2. HARTFORD FINANCIAL SERVICES GROUP INC.   2022-05-03 2023-01-10
1. HARTFORD FINANCIAL SERVICES GROUP INC.   2022-05-03 2023-10-06
5. HOME DEPOT INC   2013-09-17 2023-01-10
10. INVESCO BULLETSHARES INVESCO BULLETSHARE   2023-01-10 2023-10-06
10. INVESCO BULLETSHARES 2030 CORPORATE BOND   2022-01-19 2023-10-06
9. INVESCO BULLETSHARES 2029 CORPORATE BOND   2021-01-12 2023-10-06
8. INVESCO BULLETSHARES 2028 CORPORATE BOND   2020-01-15 2023-10-06
8. INVESCO BULLETSHARES 2027 CORPORATE BOND   2020-01-15 2023-10-06
8. INVESCO BULLETSHARES 2026 CORPORATE BOND   2020-01-15 2023-10-06
1. INVESCO BULLETSHARES 2025 CORPORATE BOND   2019-01-08 2023-01-10
8. INVESCO BULLETSHARES 2025 CORPORATE BOND   2019-01-08 2023-10-06
6. INVESCO BULLETSHARES 2024 CORPORATE BOND   2018-01-09 2023-01-10
8. INVESCO BULLETSHARES 2024 CORPORATE BOND   2018-01-09 2023-10-06
19. INVESCO BULLETSHARES 2023 CORPORATE BOND   2017-01-09 2023-01-10
7. INVESCO BULLETSHARES 2023 CORPORATE BOND   2017-01-09 2023-10-06
243. INVESCO BULLETSHARES 2023 CORPORATE BOND   2022-01-19 2023-12-20
4. I SHARES I BOXX INVESTMENT GRADE CORPORA   2022-06-01 2023-01-10
1. I SHARES I BOXX INVESTMENT GRADE CORPORA   2022-06-01 2023-10-06
2. I SHARES RUSSELL MID CAP INDEX TRUST   2022-01-19 2023-01-10
1. I SHARES RUSSELL MID CAP INDEX TRUST   2022-01-19 2023-10-06
1. I SHARES RUSSELL 1000 VALUE INDEX FUND   2021-01-12 2023-10-06
5. J P MORGAN CHASE & CO   2016-01-20 2023-01-10
2. J P MORGAN CHASE & CO   2016-01-20 2023-08-22
1. J P MORGAN CHASE & CO   2016-01-20 2023-10-06
3. J P MORGAN CHASE & CO   2016-01-20 2023-12-18
1. JOHNSON & JOHNSON   2012-03-09 2023-01-10
8. JOHNSON & JOHNSON   2019-01-08 2023-04-17
4. MARRIOTT INTERNATIONAL INC. CL A   2021-01-12 2023-01-10
2. MARRIOTT INTERNATIONAL INC. CL A   2021-01-12 2023-10-31
6. MARVELL TECHNOLOGY INC   2022-01-19 2023-06-02
13. MARVELL TECHNOLOGY INC   2023-01-10 2023-08-30
9. MARVELL TECHNOLOGY INC   2022-01-19 2023-08-30
7. MERCK & CO INC. NEW   2022-04-01 2023-01-10
4. MICROSOFT   2019-04-17 2023-01-10
1. MICROSOFT   2019-04-17 2023-08-22
1. MICROSOFT   2019-04-17 2023-10-06
2. MOTOROLA SOLUTIONS, INC.   2019-01-08 2023-01-10
5. MOTOROLA SOLUTIONS, INC.   2019-01-08 2023-04-13
2. NORTHROP GRUMMAN   2017-11-21 2023-01-10
2. NORTHROP GRUMMAN   2019-01-08 2023-01-25
1. OSHKOSH CORP   2021-01-12 2023-01-10
1. PNC BANK CORP   2018-01-09 2023-01-10
4. PNC BANK CORP   2018-01-09 2023-04-13
8. PNC BANK CORP   2020-06-16 2023-12-18
1. PEPSICO INC   2018-11-15 2023-01-10
10.529 PRINCIPAL PREFERRED SECURITIES FUND   2020-04-03 2023-10-06
2. RTX CORPORATION   2020-01-15 2023-01-10
17. RTX CORPORATION   2021-01-12 2023-07-28
6. SPDR PORTFOLIO INT TERM CORP BD ETF   2020-01-15 2023-10-06
12. SPDR S&P BIOTECH   2023-01-10 2023-10-04
8. SPDR HEALTH CARE SELECT SPDR ETF   2021-05-19 2023-01-10
2. SPDR TECHNOLOGY IDX   2020-04-01 2023-10-04
1. SYSCO CORP   2017-08-15 2023-10-06
8. TARGET CORP   2023-01-10 2023-12-18
2. TESLA INC   2022-01-19 2023-12-18
1. THERMO FISHER SCIENTIFIC, INC.   2021-03-25 2023-01-10
1. U.S. BANCORP NEW   2022-10-14 2023-10-06
1. ULTA BEAUTY, INC.   2020-01-15 2023-08-22
1. UNITEDHEALTH GROUP, INC   2018-01-09 2023-04-17
1. UNITEDHEALTH GROUP, INC   2018-01-09 2023-08-22
1. VISA, INC   2012-03-09 2023-01-10
5. WALMART, INC.   2019-01-08 2023-01-10
3. EATON CORP PLC   2017-10-31 2023-01-10
2. EATON CORP PLC   2017-10-31 2023-11-28
31. ROYAL PHARMA   2022-11-02 2023-09-05
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 29   37 -8
b 202   227 -25
c 1,313   793 520
d 159   162 -3
e 1,017   326 691
522   144 378
138   36 102
816   216 600
536   249 287
139   41 98
269   83 186
128   41 87
265   223 42
193   183 10
72   92 -20
169   48 121
358   53 305
177   27 150
746   106 640
177   27 150
107   51 56
601   205 396
690   368 322
52   54 -2
847   236 611
823   236 587
439   316 123
904   826 78
336   407 -71
785   1,153 -368
482   524 -42
107   124 -17
65   80 -15
1,290   520 770
717   331 386
145   183 -38
1,163   997 166
149   128 21
1,244   1,251 -7
88   102 -14
395   274 121
106   194 -88
153   143 10
71   72 -1
1,583   380 1,203
150   162 -12
154   189 -35
156   194 -38
154   178 -24
149   169 -20
150   166 -16
20   20  
161   158 3
123   125 -2
165   167 -2
398   392 6
148   144 4
5,151   5,048 103
434   455 -21
100   114 -14
138   157 -19
69   79 -10
150   142 8
691   324 367
293   110 183
145   55 90
498   165 333
175   65 110
1,321   840 481
609   510 99
374   255 119
358   467 -109
748   477 271
518   700 -182
774   580 194
913   485 428
324   121 203
328   121 207
523   237 286
1,442   592 850
999   609 390
927   555 372
92   96 -4
164   149 15
485   595 -110
1,205   929 276
177   117 60
88   94 -6
201   151 50
1,462   1,154 308
187   213 -26
831   989 -158
1,072   982 90
328   155 173
63   52 11
1,102   1,249 -147
506   677 -171
569   443 126
32   43 -11
429   279 150
503   225 278
493   225 268
220   29 191
721   476 245
481   223 258
458   149 309
916   1,321 -405
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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       -8
b       -25
c       520
d       -3
e       691
      378
      102
      600
      287
      98
      186
      87
      42
      10
      -20
      121
      305
      150
      640
      150
      56
      396
      322
      -2
      611
      587
      123
      78
      -71
      -368
      -42
      -17
      -15
      770
      386
      -38
      166
      21
      -7
      -14
      121
      -88
      10
      -1
      1,203
      -12
      -35
      -38
      -24
      -20
      -16
       
      3
      -2
      -2
      6
      4
      103
      -21
      -14
      -19
      -10
      8
      367
      183
      90
      333
      110
      481
      99
      119
      -109
      271
      -182
      194
      428
      203
      207
      286
      850
      390
      372
      -4
      15
      -110
      276
      60
      -6
      50
      308
      -26
      -158
      90
      173
      11
      -147
      -171
      126
      -11
      150
      278
      268
      191
      245
      258
      309
      -405
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 14,913
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
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 right arrow 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) 1 242
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 242
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- ..... 5 242
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 180
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.............. 7 180
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.......right arrow 9 62
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrow  
14
The books are in care ofright arrowEASTERN BANK Telephone no.right arrow (781) 581-4222

Located atright arrow265 FRANKLIN ST BOS-301BOSTONMA ZIP+4right arrow02110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
EASTERN BANK TRUSTEE
2 		456    
125 HIGH ST STE 901 BOS-301
BOSTON,MA02110
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
181,872
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
181,872
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
181,872
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,728
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
179,144
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,957
Part X
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 IX, line 6..................
1
8,957
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
242
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
242
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,715
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
8,715
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 XII, line 1 ...
7
8,715
Part XI
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
15,025
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
15,025
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 8,715
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 988
b From 2019...... 636
c From 2020...... 586
d From 2021...... 328
e From 2022...... 2,609
f Total of lines 3a through e ........ 5,147
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 15,025
a Applied to 2022, but not more than line 2a 0
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 2023 distributable amount..... 8,715
e Remaining amount distributed out of corpus 6,310
5 Excess distributions carryover applied to 2023. 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 11,457
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		988
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		10,469
10 Analysis of line 9:
a Excess from 2019.... 636
b Excess from 2020.... 586
c Excess from 2021.... 328
d Excess from 2022.... 2,609
e Excess from 2023.... 6,310
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
EASTERN BANK CO JAMES BONFANTI
605 BROADWAY LF 41
SAUGUS,MA01906
(781) 581-4222
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION FORMS AVAILABLE UPON REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO CHARITABLE, RELIGIOUS AND SCIENTIFIC ORGANIZATIONS LOCATED WITHIN ESSEX COUNTY, MASSACHUSETTS.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ESSEX COUNTY COMMUNITY FDN

175 ANDOVER STREET STE 101
DANVERS,MA01923 		NONE PC CHARITABLE 9,700
Total .................................right arrow 3a 9,700
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 4,569  
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 14,913  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   19,482  
13Total. Add line 12, columns (b), (d), and (e)..................
13
19,482
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
EDITH M BURBECK TUW
EIN:
04-6278585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 900 450   450

TY 2023 InvestmentsOtherSchedule2
Name:
EDITH M BURBECK TUW
EIN:
04-6278585
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABBOTT LABORATORIES INC      
ADOBE INC.      
AIR PRODUCTS & CHEMICALS AT COST 829 1,369
ADVANCED MICRO DEVICES INC AT COST 1,681 2,506
CHEVRON CORP AT COST 2,243 1,939
ALPHABET, INC. CL A AT COST 1,274 4,470
AMAZON.COM, INC AT COST 1,179 4,406
ANALOG DEVICES AT COST 392 1,588
APPLE INC AT COST 711 5,968
AT & T INC AT COST 1,342 1,191
BLACKROCK INC. AT COST 736 1,624
BOSTON SCIENTIFIC CORP AT COST 1,180 1,272
AMEREN CORP. AT COST 1,073 1,013
BROADCOM INC AT COST 684 3,349
BURLINGTON STORES, INC      
ELI LILLY & CO AT COST 1,117 1,166
EMERSON ELEC CO AT COST 1,721 1,752
CONOCOPHILLIPS AT COST 765 1,741
CONESTOGA SMALL CAP FUND AT COST 2,506 2,404
CROWN CASTLE INTERNATIONAL COR      
DARDEN RESTAURANTS INC. AT COST 1,405 1,807
EQUINIX INC AT COST 770 805
EATON CORP PLC AT COST 648 1,927
EASTMAN CHEMICAL CO AT COST 1,576 1,347
FACEBOOK META PLATFORMS INC AT COST 2,034 4,248
FEDERATED GOV'T OBLIGATION TAX AT COST 8,381 8,381
THERMO FISHER SCIENTIFIC, INC. AT COST 1,330 1,592
HOME DEPOT INC      
HONEYWELL INT'L INC. AT COST 1,705 1,678
INSULET CORPORATION AT COST 1,243 1,085
MARRIOTT INTERNATIONAL INC. C AT COST 765 1,353
OSHKOSH CORP AT COST 1,154 1,301
PALO ALTO NETWORKS INC AT COST 1,383 2,064
ORACLE CORPORATION AT COST 1,207 1,476
INVESCO BULLETSHARES INVESCO B AT COST 5,252 5,318
INVESCO BULLETSHARES 2023 CORP      
INVESCO BULLETSHARES 2024 CORP AT COST 5,189 5,179
INVESCO BULLETSHARES 2025 CORP AT COST 5,066 5,175
INVESCO BULLETSHARES 2029 CORP AT COST 6,073 5,322
J P MORGAN CHASE & CO AT COST 1,074 2,381
JOHNSON & JOHNSON      
MERCK & CO INC. NEW AT COST 1,174 1,417
MICROSOFT AT COST 3,248 7,521
MOTOROLA SOLUTIONS, INC.      
PROLOGIS AT COST 1,381 1,600
NORTHROP GRUMMAN      
PEPSICO INC AT COST 1,069 1,529
PNC BANK CORP      
SYSCO CORP AT COST 958 1,243
SPDR HEALTH CARE SELECT SPDR E AT COST 1,366 1,500
UNITEDHEALTH GROUP, INC AT COST 900 2,106
PULTE HOMES INC AT COST 1,325 1,342
VISA, INC AT COST 837 3,124
WALMART, INC. AT COST 2,008 2,680
CVS HEALTH CORP HEALTH CORPORA AT COST 1,134 1,184
AMERICAN ELEC POWER CO AT COST 1,525 1,381
APPLIED MATERIALS AT COST 505 1,459
GLOBAL PAYMENTS INC AT COST 1,787 1,270
JACOBS SOLUTIONS INC AT COST 1,313 1,428
INVESCO BULLETSHARES 2026 CORP AT COST 5,587 5,211
INVESCO BULLETSHARES 2027 CORP AT COST 5,673 5,233
INVESCO BULLETSHARES 2028 CORP AT COST 5,758 5,273
IQVIA HOLDINGS INC AT COST 1,078 1,620
NVIDIA CORPORATION AT COST 3,351 3,467
NETFLIX, INC. AT COST 975 974
PRINCIPAL PREFERRED SECURITIES AT COST 3,244 3,062
RAYTHEON TECHNOLOGIES CORP      
SPDR PORTFOLIO INT TERM CORP B AT COST 6,514 6,271
PROSHARES S&P 500 DIVIDEND ARI AT COST 1,132 1,238
SPDR TECHNOLOGY IDX AT COST 937 1,925
S&P GLOBAL INC AT COST 1,311 1,322
ULTA BEAUTY, INC. AT COST 523 980
ABBVIE INC AT COST 1,616 1,550
CAMDEN PROPERTY TRUST      
COLUMBIA CORPORATE INCOME FUND AT COST 4,342 3,841
DEERE & CO      
HARTFORD FINANCIAL SERVICES GR AT COST 1,574 1,768
I SHARES RUSSELL 1000 VALUE IN AT COST 3,804 4,297
I SHARES I BOXX INVESTMENT GRA AT COST 2,614 2,545
INVESCO BULLETSHARES 2030 CORP AT COST 5,970 5,307
MARVELL TECHNOLOGY INC      
ROYAL PHARMA      
SERVICENOW AT COST 1,452 2,119
TESLA INC AT COST 1,199 1,491
U.S. BANCORP NEW AT COST 1,443 1,428
I SHARES RUSSELL MID CAP INDEX AT COST 2,322 2,332
SALESFORCE INC AT COST 1,322 1,316
UNITED PARCEL SERVICE AT COST 1,511 1,258

TY 2023 LegalFeesSchedule
Name:
EDITH M BURBECK TUW
EIN:
04-6278585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 3,222     3,222


TY 2023 OtherDecreasesSchedule
Name:
EDITH M BURBECK TUW
EIN:
04-6278585
Description Amount
BOOK VALUE ADJUSTMENT 592


TY 2023 OtherExpensesSchedule
Name:
EDITH M BURBECK TUW
EIN:
04-6278585
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 35 0   35


TY 2023 OtherProfessionalFeesSchedule
Name:
EDITH M BURBECK TUW
EIN:
04-6278585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 2,780 1,390   1,390


TY 2023 TaxesSchedule
Name:
EDITH M BURBECK TUW
EIN:
04-6278585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 9 9   0
FEDERAL ESTIMATES - PRINCIPAL 142 0   0