TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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 02-01-2023 , and ending 01-31-2024

Name of foundation
TRUST UA WYMAN-POTTER FOUNDATION 14-217670

Number and street (or P.O. box number if mail is not delivered to street address)66 HUDSON BOULEVARD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10001

A Employer identification number

16-6060015

B Telephone number (see instructions)

(212) 525-0561

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$2,110,541J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	44,932		44,231
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		81,864
b	Gross sales price for all assets on line 6a 477,751
7	Capital gain net income (from Part IV, line 2)...			81,864
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........	126,796		126,095
13	Compensation of officers, directors, trustees, etc.	26,074		20,859		5,215
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,078	418		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).......	List of Attached Documents: // Content	250			250
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	27,402		21,277	0	5,465
25	Contributions, gifts, grants paid.......	114,250				114,250
26	Total expenses and disbursements. Add lines 24 and 25	141,652		21,277	0	119,715
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-14,856
b	Net investment income (if negative, enter -0-)			104,818
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	55,832	33,805	33,805
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	721,742	List of Attached Documents: // Content 750,354	1,301,655
	c	Investments—corporate bonds (attach schedule).......	422,908	List of Attached Documents: // Content 422,908	396,719
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	298,647	List of Attached Documents: // Content 279,088	378,362
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,499,129	1,486,155	2,110,541
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,499,129	1,486,155
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,499,129	1,486,155
	30	Total liabilities and net assets/fund balances (see instructions).	1,499,129	1,486,155

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,499,129

Enter amount from Part I, line 27a .....................

-14,856

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

1,882

Add lines 1, 2, and 3 ..........................

1,486,155

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,486,155

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	40. AECOM		2021-04-06	2023-10-03
b	122. AECOM			2023-10-04
c	29. AMERICAN WATER WORKS CO INC		2023-01-10	2023-07-18
d	64. AMERICAN WATER WORKS CO INC			2023-07-18
e	294. ARAMARK			2023-07-18
	257. ARAMARK			2023-08-14
	200. BJ'S WHOLESALE CLUB HOLDINGS		2023-07-10	2023-07-18
	106. BJ'S WHOLESALE CLUB HOLDINGS		2022-05-26	2023-07-18
	18. BECTON DICKINSON & CO			2023-10-11
	72. BECTON DICKINSON & CO			2024-01-04
	10. BROADCOM INC		2023-07-10	2024-01-04
	227. CVS CORP		2022-01-10	2023-06-30
	348. CISCO SYS INC		2022-11-22	2023-12-15
	140. CITIGROUP INC		2017-07-25	2023-07-10
	629. CONAGRA INC		2022-09-29	2023-10-11
	151. CONSOLIDATED EDISON INC		2023-01-10	2023-07-18
	117. CRANE CO		2021-05-14	2023-04-24
	117. CRANE NXT CO		2021-05-14	2023-06-30
	89. DANAHER CORP		2008-02-14	2024-01-04
	97. DISNEY WALT CO			2023-12-15
	78. EXXON MOBIL CORP		2003-01-14	2023-07-10
	103. GILEAD SCIENCES INC		2010-04-27	2023-07-10
	174. HALLIBURTON CO			2023-07-10
	75. IQVIA HOLDINGS INC		2019-06-21	2024-01-17
	67.709 JH III DISC MID CAP VAL-I			2023-09-28
	1263.567 JH III DISC MID CAP VAL-I			2023-09-28
	458.444 CLEARBRIDGE SMALL CAP GR-IS		2016-05-24	2023-09-28
	746.569 LORD ABBETT DEVELOP GROW-I			2023-09-28
	212. MOSAIC CO/THE		2022-09-26	2023-07-18
	96. NEXTERA ENERGY INC		2018-11-23	2023-09-28
	34. NVIDIA CORP		2019-01-16	2023-03-09
	128. OSHKOSH TRUCK CORP		2021-01-07	2023-02-13
	.5 PACCAR INC		2022-02-01	2023-02-16
	70. QUALCOMM INC			2023-08-14
	76. QUALCOMM INC		2022-07-13	2023-08-14
	102. ROSS STORES INC		2022-11-22	2023-06-06
	271. SCHLUMBERGER LTD		2021-01-05	2024-01-10
	234. SCHWAB CHARLES CORP NEW			2023-05-09
	286. SERVICE CORP. INTL			2023-06-30
	54. SERVICE CORP. INTL		2022-06-03	2023-06-30
	112. T-MOBILE US INC		2022-11-22	2023-10-03
	14. UNITEDHEALTH GROUP INC		2010-01-29	2024-01-22
	29. VERALTO CORP		2008-02-14	2023-10-04
	.6667 VERALTO CORP		2008-02-14	2023-10-13
	154. ZIMMER HOLDINGS INC			2024-01-04
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,183	2,666	517
b	9,771	8,085	1,686
c	4,120	4,653	-533
d	9,093	5,214	3,879
e	12,574	10,861	1,713
	9,811	8,550	1,261
	12,611	12,942	-331
	6,684	6,120	564
	4,667	4,495	172
	17,362	17,481	-119
	10,601	8,778	1,823
	15,685	23,657	-7,972
	17,298	16,814	484
	6,387	9,551	-3,164
	17,185	20,986	-3,801
	13,813	14,790	-977
	8,663	7,423	1,240
	6,626	3,973	2,653
	20,635	2,237	18,398
	9,081	4,945	4,136
	8,164	2,725	5,439
	7,796	2,083	5,713
	6,257	6,624	-367
	15,751	11,671	4,080
	1,735	1,626	109
	32,385	15,013	17,372
	16,949	12,025	4,924
	16,275	11,436	4,839
	7,918	10,068	-2,150
	5,523	4,227	1,296
	8,171	1,290	6,881
	11,787	11,865	-78
	37	32	5
	7,963	8,848	-885
	8,646	10,311	-1,665
	10,501	11,707	-1,206
	13,051	6,274	6,777
	11,229	12,187	-958
	18,504	19,772	-1,268
	3,494	3,839	-345
	15,298	16,903	-1,605
	7,164	470	6,694
	2,229	289	1,940
	48	7	41
	18,516	20,374	-1,858
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510
			6,510

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			517
b			1,686
c			-533
d			3,879
e			1,713
			1,261
			-331
			564
			172
			-119
			1,823
			-7,972
			484
			-3,164
			-3,801
			-977
			1,240
			2,653
			18,398
			4,136
			5,439
			5,713
			-367
			4,080
			109
			17,372
			4,924
			4,839
			-2,150
			1,296
			6,881
			-78
			5
			-885
			-1,665
			-1,206
			6,777
			-958
			-1,268
			-345
			-1,605
			6,694
			1,940
			41
			-1,858

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	81,864
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,457
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	1,457
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	1,457
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	812
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	812
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	645
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

HSBC BANK USA Telephone no. right arrow

(212) 525-0561

Located at right arrow

66 HUDSON BOULEVARDNEW YORKNY ZIP+4 right arrow

10001

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 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
HSBC BANK USA	TRUSTEE 0	26,074
66 HUDSON BOULEVARD NEW YORK,NY10001	TRUSTEE 0	26,074

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...................				0

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,955,938

Average of monthly cash balances.......................

59,751

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

2,015,689

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,015,689

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

30,235

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,985,454

Minimum investment return. Enter 5% (0.05) of line 5................

99,273

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.)

Minimum investment return from Part IX, line 6..................

99,273

Tax on investment income for 2022 from Part V, line 5.......

1,457

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,457

Distributable amount before adjustments. Subtract line 2c from line 1............

97,816

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

97,816

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

97,816

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

119,715

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

119,715

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					97,816
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				26,776
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	0
b From 2019......	0
c From 2020......	0
d From 2021......	0
e From 2022......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 119,715
a Applied to 2022, but not more than line 2a				26,776
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.....					92,939
e Remaining amount distributed out of corpus		0
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		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 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 ..........					4,877
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) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2019....	0
b Excess from 2020....	0
c Excess from 2021....	0
d Excess from 2022....	0
e Excess from 2023....	0

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
VETERANS OUTREACH CENTER 447 SOUTH AVE Rochester,NY14620	NONE	PC	GENERAL CHARITABLE PURPOSES	10,000
LOLLYPOP FARM ATTN MIRIAM STEINBERG 99 VICTOR ROAD FAIRPORT,NY14450	NONE	PC	GENERAL CHARITABLE PURPOSES	12,000
GENESEE VALLEY ORCHESTRA AND CHORUS IN 103 COURT STREET NO 319 ROCHESTER,NY14604	NONE	PC	GENERAL CHARITABLE PURPOSES	5,000
STARBRIDGE SERVICES INC 1650 SOUTH AVE 200 Rochester,NY14620	NONE	PC	GENERAL CHARITABLE PURPOSES	10,000
WOMEN'S FOUNDATION OF GENESEE VALLEY INC 494 EAST AVENUE ROCHESTER,NY14607	NONE	PC	GENERAL CHARITABLE PURPOSES	8,500
FUTURE BOXING CLUB INC 460 BUFFALO ROAD ROCHESTER,NY14611	NONE	PC	GENERAL CHARITABLE PURPOSES	10,000
DAVIDHOCHSTEIN MEMORIAL MUSIC SCHOOL INC 50 PLYMOUTH AVE N ROCHESTER,NY14614	NONE	PC	GENERAL CHARITABLE PURPOSES	12,000
ROCHESTER PRESBYTERIAN HOME INC 256 THURSTON RD ROCHESTER,NY14619	NONE	PC	GENERAL CHARITABLE PURPOSES	8,500
SPIRITUS CHRISTI PRISON OUTREACH IN 30 MILLBANK STREET ROCHESTER,NY14619	NONE	PC	GENERAL CHARITABLE PURPOSES	15,000
ST JOHN FISHER COLLEGE 3690 EAST AVE Rochester,NY14618	NONE	PC	GENERAL CHARITABLE PURPOSES	23,250
Total ................................. 3a				114,250

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	44,932
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	81,864
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) ..				126,796

13Total. Add line 12, columns (b), (d), and (e)..................

126,796

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

TRUST UA WYMAN-POTTER FOUNDATION 14-217670

EIN:

16-6060015

Name of Bond	End of Year Book Value	End of Year Fair Market Value
22160K105 COSTCO WHOLESALE COR	4,999	31,964
464287226 ISHARES CORE US AGGR	245,979	209,597
464288513 ISHARES IBOXX USD HI	68,557	62,449
46435G672 ISHARES CORE INTERNA	103,373	92,709

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

TRUST UA WYMAN-POTTER FOUNDATION 14-217670

EIN:

16-6060015

Name of Stock	End of Year Book Value	End of Year Fair Market Value
SEE ATTACHED STATEMENTS
2824100 ABBOTT LABS
00287Y109 ABBVIE INC	28,796	32,360
00724F101 ADOBE SYS INC	10,830	27,182
8073108 AEROVIRONMENT INC
02079K305 ALPHABET INC CL A	3,575	34,465
02079K107 ALPHABET INC CL C	3,574	34,883
23135106 AMAZON.COM INC	13,487	46,094
30420103 AMERICAN WATER WORKS
37833100 APPLE INC	604	55,136
03852U106 ARAMARK
75887109 BECTON DICKINSON
09247X101 BLACKROCK INC CLASS	8,976	13,163
11135F101 BROADCOM INC	36,371	60,180
808513105 CHARLES SCHWAB CORP
166764100 CHEVRON CORPORATION	7,370	13,121
169656105 CHIPOTLE MEXICAN GRI	7,349	19,270
172967424 CITIGROUP INC
12572Q105 CME GROUP INC.
20030N101 COMCAST CORP-CL A
21036P108 CONSTELLATION BRANDS
235851102 DANAHER CORP
254687106 DISNEY WALT CO NEW
256677105 DOLLAR GENERAL CORP
29444U700 EQUINIX INC REIT	21,344	32,361
30231G102 EXXON MOBIL CORPORAT
30303M102 FACEBOOK INC-A	10,405	16,776
337738108 FISERV INC
34959J108 FORTIVE CORPORATION
368736104 GENERAC HOLDINGS
375558103 GILEAD SCIENCES INC
406216101 HALLIBURTON CO
438516106 HONEYWELL INTERNATIO
446413106 HUNTINGTON INGALLS I
45866F104 INTERCONTINENTAL EXC
459200101 INTL. BUSINESS MACHI
46120E602 INTUITIVE SURGICAL I	18,125	18,911
46266C105 IQVIA HOLDINGS INC
478160104 JOHNSON & JOHNSON
46625H100 JP MORGAN CHASE & CO	7,936	25,282
518439104 LAUDER ESTEE COS CL-
548661107 LOWES COS INC	4,731	40,435
550021109 LULULEMON ATH-WI
594918104 MICROSOFT CORP	22,483	70,769
609207105 MONDELEZ INTERNATION	2,365	6,247
617446448 MORGAN STANLEY	12,875	20,437
65339F101 NEXTERA ENERGY INC
67066G104 NVIDIA CORP	13,283	41,838
70450Y103 PAYPAL HOLDINGS INC
742718109 PROCTER & GAMBLE CO	5,531	9,485
747525103 QUALCOMM INC
75513E101 RAYTHEON TECHNOLOGIE	1,608	10,934
79466L302 SALESFORCE.COM	2,380	16,865
806857108 SCHLUMBERGER LTD
855244109 STARBUCKS CORP	4,448	15,908
883556102 THERMO FISHER SCIENT	2,564	21,559
911363109 UNITED RENTALS INC	6,195	25,641
91324P102 UNITEDHEALTH GROUP I	941	14,329
92343V104 VERIZON COMMUNICATIO
92826C839 VISA INC-CLASS A
929160109 VULCAN MATLS CO
94106L109 WASTE MANAGEMENT INT
98138H101 WORKDAY INC CLASS A
98956P102 ZIMMER BIOMET HOLDIN
G4474Y214 JANUS HENDERSON GROU
G5494J103 LINDE PLC
00766T100 AECOM
03027X100 AMERICAN TOWER CORP
20825C104 CONOCOPHLLIPS	8,389	11,746
224399105 CRANE CO
126650100 CVS HEALTH CORPORATI	20,278	18,909
37045V100 GENERAL MOTORS CO
697435105 PALO ALTO NETWORKS	23,809	47,730
74762E102 QUANTA SERVICES INCO	15,187	24,838
78486Q101 SVB FINANCIAL GROUP
87612E106 TARGET CORP
931142103 WAL MART STORES INC	27,491	29,910
949746101 WELLS FARGO & CO	12,765	17,061
254687106 THE WALT DISNEY COMP
688239201 OSHKOSH CORP
05550J101 BJ'S WHOLESALE CLUN
16411R208 CHENIERE ENERGY INC	11,375	11,479
17275R102 CISCO SYSTEMS INC
52470H666 CLEARBRIDGE SMALL CA
205887102 CONAGRA BRANDS INC
209115104 CONSOLIDATED EDISON
224441105 CRANE HOLDINGS CO
036752103 ELEVANCE HEALTH INC	28,266	29,606
437076102 HOME DEPOT INC/THE	22,791	26,472
61945C103 MOSAIC CO/THE
693718108 PACCAR INC	17,991	26,202
749607107 RLI CORP	21,724	24,819
778296103 ROSS STORES INC
817565104 SERVICE CORP INTERNA
872540109 TJX COS INC/THE	11,433	13,667
872590104 T-MOBILE US INC
91913Y100 VALERO ENERGY CORP	17,383	20,576
09260D107 BLACKSTONE INC	7,007	9,334
031162100 AMGEN INC	19,960	20,741
097023105 BOEING CO	18,327	17,305
14040H105 CAPITAL ONE FINANCIA	12,434	12,991
532457108 ELI LILLY AND CO	20,011	20,660
34959E109 FORTINET INC	17,164	18,573
64110L106 NETFLIX INC	17,056	25,385
713448108 PEPSICO INC	26,080	24,942
744573106 PUBLIC SERVICE ENTER	22,168	20,586
745867101 PULTEGROUP INC	18,710	26,454
773903109	25,350	19,503
81762P102 SERVICENOW INC	20,371	30,616
892356106 TRACTOR SUPPLY CO	16,362	16,620
902973304 US BANCORP	12,326	11,299

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

TRUST UA WYMAN-POTTER FOUNDATION 14-217670

EIN:

16-6060015

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
SEE ATTACHED STATEMENTS
19766F175 COLUMBIA HIGH YIELD
55273E640 MFS EMERGING MKTS DE
722005220 PIMCO INTERNATIONAL
4812C0803 JP MORGAN HIGH YIELD
464287226 ISHARES CORE TOTAL U
464288513 ISHARES IBOXX HIGH Y
46435G672 ISHARES INTERNATIONA
464288281 ISHARES JP MORGAN US	AT COST	37,322	29,297
78464A391 SPDR BBG BARCLAY EM	AT COST	43,968	34,515
46434G103 ISHARES CORE MSCI EM	AT COST	7,012	6,444
464287507 ISHARES CORE S&P MID	AT COST	8,986	30,774
464287465 ISHARES MSCI EAFE ET	AT COST	30,651	37,280
464287234 ISHARES MSCI EMERGIN	AT COST	6,315	6,142
464287655 ISHARES RUSSELL 2000	AT COST	9,595	18,902
464287630 ISHARES RUSSELL 2000	AT COST	9,709	16,740
464287481 ISHARES RUSSELL MIDC	AT COST	8,296	18,176
464287606 ISHARES S&P MIDCAP 4	AT COST	8,299	15,543
52470H666 CLEARBRIDGE SMALL CA
412295107 HARDING LOEVNER INTL	AT COST	12,264	19,211
47803W406 JOHN HANCOCK III DIS
544006505 LORD ABBETT DEVELOPI
55273E848 MFS INTERNATIONAL GR	AT COST	10,063	27,426
55273E822 MFS INTERNATIONAL VA	AT COST	54,360	70,401
H1467J104 CHUBB LTD	AT COST	22,558	26,460
G5494J103 LINDE PLC	AT COST	9,690	21,051

- TIN:

TY 2023 OtherExpensesSchedule

Name:

TRUST UA WYMAN-POTTER FOUNDATION 14-217670

EIN:

16-6060015

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ATTORNEY GENERAL FILING FEE	250	0		250

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

TRUST UA WYMAN-POTTER FOUNDATION 14-217670

EIN:

16-6060015

Description	Amount
COST BASIS ADJUSTMENT	1,882

- TIN:

TY 2023 TaxesSchedule

Name:

TRUST UA WYMAN-POTTER FOUNDATION 14-217670

EIN:

16-6060015

Category	Amount	Net Investment Income
FEDERAL ESTIMATES - PRINCIPAL	660	0
FOREIGN TAXES ON QUALIFIED FOR	295	295
FOREIGN TAXES ON NONQUALIFIED	123	123