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 07-01-2023 , and ending 06-30-2024

Name of foundation
MARIETTA W DYER TRUST UW

Number and street (or P.O. box number if mail is not delivered to street address)2036 WASHINGTON STREET
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
HANOVER, MA02339

A Employer identification number

04-2127029

B Telephone number (see instructions)

(800) 826-6101

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

$3,109,179J 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)	3,960
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	53,080		53,030
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		34,547
b	Gross sales price for all assets on line 6a 537,272
7	Capital gain net income (from Part IV, line 2)...			34,547
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).......	List of Attached Documents: // Content	1,804
12	Total. Add lines 1 through 11........	93,391		87,577
13	Compensation of officers, directors, trustees, etc.	18,696		9,348		9,348
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	3,211	0	0	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	364			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	1,286			1,286
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	23,557		9,348	0	10,634
25	Contributions, gifts, grants paid.......	78,036				78,036
26	Total expenses and disbursements. Add lines 24 and 25	101,593		9,348	0	88,670
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-8,202
b	Net investment income (if negative, enter -0-)			78,229
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.........	43,260	62,583	62,583
	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)	306,789	379,129	361,038
	b	Investments—corporate stock (attach schedule).......	819,665	821,806	964,243
	c	Investments—corporate bonds (attach schedule).......	506,823	404,445	380,515
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis 502,100
		Less: accumulated depreciation (attach schedule)	502,100	502,100	1,268,200
	15	Other assets (describe )	8,727	8,727	72,600
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,187,364	2,178,790	3,109,179
	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........	2,187,364	2,178,790
	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).....	2,187,364	2,178,790
	30	Total liabilities and net assets/fund balances (see instructions).	2,187,364	2,178,790

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

2,187,364

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

-8,202

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

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

2,179,162

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

372

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

2,178,790

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	100. INVESCO STLPT MLP SEL 40-Y		2022-12-19	2023-08-01
b	2800. INVESCO STLPT MLP SEL 40-Y			2023-08-01
c	50. INVESCO STLPT MLP SEL 40-Y		2023-03-27	2023-08-02
d	2650. INVESCO STLPT MLP SEL 40-Y			2023-08-02
e	5. ABBVIE INC		2020-03-18	2023-09-20
	10. ABBVIE INC		2020-03-18	2024-01-29
	10. ABBVIE INC		2020-03-18	2024-03-07
	10. ALPHABET INC-CL A		2017-02-15	2024-02-20
	10. ALPHABET INC-CL A		2017-02-15	2024-04-02
	10. ALPHABET INC-CL A			2024-05-09
	5. APPLE INC		2021-12-06	2024-05-09
	20. ARCHER-DANIELS-MIDLAND CO		2024-03-07	2024-03-21
	3. BERKSHIRE HATHAWAY INC-CL B		2021-04-09	2024-02-20
	7. BERKSHIRE HATHAWAY INC-CL B			2024-05-08
	20. BEST BUY CO INC		2022-09-29	2023-12-05
	5. BEST BUY CO INC		2022-09-29	2024-03-21
	25. BEST BUY CO INC		2022-09-29	2024-06-27
	10. BROADCOM INC		2023-02-01	2023-11-08
	225. CAUSEWAY INTERNATL VAL-INST		2021-12-08	2023-08-01
	225. CAUSEWAY INTERNATL VAL-INST		2022-01-10	2023-08-02
	20. CAUSEWAY INTERNATL VAL-INST		2021-12-08	2023-12-05
	8. CAUSEWAY INTERNATL VAL-INST		2021-12-08	2024-03-07
	19.8 CAUSEWAY INTERNATL VAL-INST		2022-01-10	2024-03-12
	20. CAUSEWAY INTERNATL VAL-INST		2022-01-10	2024-05-09
	30. CAUSEWAY INTERNATL VAL-INST		2021-12-08	2024-06-27
	5. CHEVRON CORP		2021-04-23	2023-09-20
	5. CHEVRON CORP		2021-04-23	2024-05-02
	10. COHEN & STEERS GL REALTY-I		2023-08-01	2023-12-05
	300. COHEN & STEERS INTL RLTY-I		2022-09-29	2023-08-01
	1850. COHEN & STEERS INTL RLTY-I			2023-08-01
	100. COHEN & STEERS INTL RLTY-I		2022-09-27	2023-08-02
	1900. COHEN & STEERS INTL RLTY-I			2023-08-02
	36. COLGATE-PALMOLIVE CO		2018-10-18	2024-01-11
	6. COLGATE-PALMOLIVE CO		2018-10-18	2024-02-20
	8. COLGATE-PALMOLIVE CO			2024-05-09
	30. COPART INC			2023-08-02
	10. COPART INC		2021-04-15	2024-02-20
	5. COPART INC		2021-04-15	2024-03-12
	5. COPART INC		2021-04-15	2024-04-02
	24. DANAHER CORP			2024-03-07
	9. DANAHER CORP			2024-03-12
	7. DANAHER CORP		2022-05-05	2024-03-12
	5. EOG RESOURCES INC		2020-05-14	2024-03-12
	5. EOG RESOURCES INC		2020-05-14	2024-04-02
	300. PARAMETRIC EMRG MRKTS-I			2023-08-01
	250. PARAMETRIC EMRG MRKTS-I			2023-08-02
	50. PARAMETRIC EMRG MRKTS-I		2011-09-27	2024-05-02
	2. ECOLAB INC		2015-07-27	2024-02-20
	5. EVERGY INC		2023-11-08	2024-05-02
	10. EXXON MOBIL CORP		2023-02-01	2023-09-20
	5. EXXON MOBIL CORP		2023-02-01	2024-03-21
	5. EXXON MOBIL CORP		2020-03-19	2024-04-02
	5. EXXON MOBIL CORP		2023-02-01	2024-05-02
	10. FMC CORP		2023-12-12	2024-03-07
	5. FMC CORP		2023-12-12	2024-03-21
	5. META PLATFORMS INC-CLASS A		2022-07-13	2023-08-02
	5. META PLATFORMS INC-CLASS A		2022-07-13	2024-02-20
	1800. FH GOVT ULTRASHRT DUR-IS		2023-05-22	2023-08-01
	1771.239 FH GOVT ULTRASHRT DUR-IS		2023-05-22	2023-08-02
	105. FIDELITY DIVERSIFIED INTL FD			2023-08-01
	90. FIDELITY DIVERSIFIED INTL FD		2018-04-24	2023-08-02
	11.297 FIDELITY DIVERSIFIED INTL FD		2018-11-05	2024-01-29
	10.221 FIDELITY DIVERSIFIED INTL FD			2024-02-20
	20. FIDELITY DIVERSIFIED INTL FD			2024-03-07
	5. FIDELITY DIVERSIFIED INTL FD		2018-12-07	2024-03-12
	25. FIDELITY NATIONAL FINANCIAL		2022-11-16	2023-09-20
	230. FIDELITY NATIONAL FINANCIAL			2023-11-08
	7. HOME DEPOT INC		2014-03-06	2024-01-11
	5. HOME DEPOT INC			2024-01-11
	23. HOME DEPOT INC			2024-01-11
	100. HUNTINGTON BANCSHARES INC		2022-02-25	2023-12-05
	100. HUNTINGTON BANCSHARES INC		2022-02-25	2024-01-29
	50. HUNTINGTON BANCSHARES INC		2022-02-25	2024-03-07
	5. INTL BUSINESS MACHINES CORP			2023-09-20
	5. INTL BUSINESS MACHINES CORP			2023-11-08
	10. INTL BUSINESS MACHINES CORP		2020-03-19	2024-01-29
	5. INTL BUSINESS MACHINES CORP		2020-03-19	2024-06-27
	2. INTUIT INC		2023-03-09	2024-02-20
	7. JPMORGAN CHASE & CO		2019-09-16	2024-02-20
	5. JPMORGAN CHASE & CO		2019-09-16	2024-04-02
	10. KELLANOVA		2019-07-19	2024-05-02
	5. KIMBERLY-CLARK CORP		2021-03-29	2024-05-02
	5. KIMBERLY-CLARK CORP		2021-03-29	2024-06-27
	85. KRAFT HEINZ CO/THE			2023-09-20
	185. KRAFT HEINZ CO/THE			2023-09-20
	3800. MFS HIGH INCOME FUND-I			2023-07-12
	50. MFS HIGH INCOME FUND-I		2022-11-16	2023-07-12
	4200. MFS HIGH INCOME FUND-I			2023-07-12
	1. MASTERCARD INC - A		2016-09-08	2024-02-20
	1. MASTERCARD INC - A		2016-09-08	2024-03-12
	15. MERCK & CO. INC.		2021-04-19	2024-02-20
	5. MERCK & CO. INC.		2021-04-19	2024-04-02
	10. MICROSOFT CORP		2018-11-27	2024-02-20
	5. MORGAN STANLEY		2023-11-08	2024-01-29
	5. MORGAN STANLEY		2023-11-08	2024-03-21
	20. NEXTERA ENERGY INC		2018-06-05	2024-05-09
	10. PNC FINANCIAL SERVICES GROUP		2023-09-20	2023-12-05
	5. PNC FINANCIAL SERVICES GROUP		2023-09-20	2024-01-29
	60. PACKAGING CORP OF AMERICA			2023-12-12
	225. PAYDEN EQUITY INCOME FUND		2018-06-15	2023-08-01
	150.001 PAYDEN EQUITY INCOME FUND		2018-04-24	2023-08-02
	25. PAYDEN EQUITY INCOME FUND		2018-06-15	2023-12-05
	14.223 PAYDEN EQUITY INCOME FUND		2018-06-15	2024-01-29
	63.546 PAYDEN EQUITY INCOME FUND		2018-04-24	2024-02-20
	50. PAYDEN EQUITY INCOME FUND		2018-06-15	2024-03-07
	20. PAYDEN EQUITY INCOME FUND		2018-04-24	2024-03-12
	14.223 PAYDEN EQUITY INCOME FUND		2023-12-22	2024-06-27
	985.777 PAYDEN EQUITY INCOME FUND			2024-06-27
	2. PEPSICO INC		2016-03-29	2024-05-09
	5. PHILIP MORRIS INTERNATIONAL		2018-03-21	2024-05-02
	5. PHILIP MORRIS INTERNATIONAL		2018-06-14	2024-06-27
	168.875 PIMCO INTL BND UNHDG-INST			2023-08-01
	1431.125 PIMCO INTL BND UNHDG-INST			2023-08-01
	16.587 PIMCO INTL BND UNHDG-INST			2023-08-02
	1433.413 PIMCO INTL BND UNHDG-INST			2023-08-02
	50. PIMCO HIGH YLD SPCTRM-INST		2018-06-15	2023-11-08
	10. PINNACLE WEST CAPITAL		2022-02-25	2024-05-02
	300. PIONEER FLOATING RATE-Y		2016-11-22	2023-08-01
	200. PIONEER FLOATING RATE-Y		2016-11-22	2023-08-02
	100. PIONEER FLOATING RATE-Y		2016-11-22	2023-09-20
	100. PIONEER FLOATING RATE-Y		2016-11-22	2023-10-27
	2. T ROWE PRICE GROUP INC		2023-08-02	2023-08-17
	24. T ROWE PRICE GROUP INC			2023-08-17
	15. T ROWE PRICE GROUP INC		2022-05-10	2024-01-29
	5. T ROWE PRICE GROUP INC		2022-05-10	2024-03-07
	3. PROCTER & GAMBLE CO/THE		2023-10-27	2024-05-09
	100. RUSSELL GLOBAL INFRASTR-S		2023-08-02	2024-05-09
	15. SPDR GOLD SHARES		2019-02-25	2023-08-01
	10. SPDR GOLD SHARES		2019-02-25	2023-08-02
	5. SPDR GOLD SHARES		2019-02-25	2023-10-27
	5. SPDR GOLD SHARES		2019-02-25	2024-03-12
	5. SPDR GOLD SHARES		2019-02-25	2024-04-02
	10. SPDR GOLD SHARES		2019-02-25	2024-05-02
	5. SPDR GOLD SHARES		2019-02-25	2024-05-09
	20. SPDR PORT LNG TRM CORP BND		2023-07-13	2023-12-05
	10. SCHLUMBERGER LTD		2024-03-07	2024-04-02
	40. SEMPRA			2024-03-07
	22. SEMPRA			2024-03-07
	18. SEMPRA			2024-03-07
	40. SOUTHERN CO/THE			2023-11-08
	90. SOUTHERN CO/THE			2023-11-08
	10. STANLEY BLACK & DECKER INC		2023-06-12	2023-12-05
	5. STANLEY BLACK & DECKER INC		2023-06-12	2024-03-21
	200. STONE RIDGE H/Y REIN RSK-I		2017-09-20	2023-08-01
	250. STONE RIDGE H/Y REIN RSK-I		2017-09-20	2023-08-02
	100. STONE RIDGE H/Y REIN RSK-I		2017-09-20	2023-09-20
	50. STONE RIDGE H/Y REIN RSK-I		2017-09-20	2023-10-27
	125. NUVEEN INFL LINKD BND FND-R6			2023-08-01
	1625. NUVEEN INFL LINKD BND FND-R6			2023-08-01
	12.168 NUVEEN INFL LINKD BND FND-R6			2023-08-02
	1550. NUVEEN INFL LINKD BND FND-R6			2023-08-02
	21. TJX COMPANIES INC		2020-03-27	2024-02-20
	10. TARGET CORP		2023-09-20	2023-12-05
	5. TARGET CORP		2023-09-20	2024-01-29
	10. TARGET CORP		2023-09-20	2024-03-07
	4. TEXAS INSTRUMENTS INC		2023-11-08	2023-12-05
	5. TEXAS INSTRUMENTS INC		2023-11-08	2024-03-07
	5. TEXAS INSTRUMENTS INC		2023-11-08	2024-06-27
	5. 3M CO		2019-07-19	2023-12-05
	35. 3M CO			2024-03-21
	90. 3M CO			2024-03-21
	24. TORO CO		2022-07-13	2024-05-30
	23. TORO CO			2024-05-30
	21. TORO CO		2022-07-13	2024-05-30
	270. BRIGHT ROCK MID CAP GR-INST		2010-05-27	2023-08-01
	240. BRIGHT ROCK MID CAP GR-INST			2023-08-02
	40. BRIGHT ROCK MID CAP GR-INST			2024-01-29
	40. BRIGHT ROCK MID CAP GR-INST		2011-09-27	2024-03-07
	25. BRIGHT ROCK MID CAP GR-INST		2012-12-17	2024-03-12
	15. BRIGHT ROCK MID CAP GR-INST		2012-12-17	2024-04-02
	45. US BANCORP		2022-11-16	2023-12-05
	10. US BANCORP		2022-11-16	2024-01-29
	5. US BANCORP		2022-11-16	2024-03-21
	5000. US TREASURY N/B 1.375% 31 DEC 2028		2022-01-13	2023-11-14
	50. VANGUARD S&P MID-CAP 400 VAL		2019-10-16	2023-08-01
	40. VANGUARD S&P MID-CAP 400 VAL		2020-12-15	2023-08-02
	10. VANGUARD S&P MID-CAP 400 VAL		2019-10-16	2024-01-29
	5. VANGUARD S&P MID-CAP 400 VAL		2020-12-15	2024-03-12
	75. VANGUARD M/B SEC INDX-ADM		2019-10-16	2023-08-01
	50. VANGUARD M/B SEC INDX-ADM		2019-11-04	2023-08-02
	25. VANGUARD M/B SEC INDX-ADM		2019-10-16	2023-11-09
	.3333 VERALTO CORP		2021-12-09	2023-10-13
	3.0002 VERALTO CORP			2024-02-20
	9.9998 VERALTO CORP			2024-02-20
	10. VERIZON COMMUNICATIONS INC		2013-03-19	2023-09-20
	20. VERIZON COMMUNICATIONS INC		2013-03-19	2023-10-27
	10. VERIZON COMMUNICATIONS INC			2023-11-08
	10. VERIZON COMMUNICATIONS INC			2023-12-05
	20. VERIZON COMMUNICATIONS INC			2024-01-29
	10. VERIZON COMMUNICATIONS INC		2015-10-26	2024-02-20
	10. VERIZON COMMUNICATIONS INC		2016-10-28	2024-04-02
	10. VERIZON COMMUNICATIONS INC		2019-07-19	2024-06-27
	5. VISA INC-CLASS A SHARES		2021-04-21	2024-02-20
	300. VIRTUS ALPHASIM MGD FUT-I		2014-09-09	2023-08-01
	300. VIRTUS ALPHASIM MGD FUT-I		2014-09-04	2023-08-02
	100. VIRTUS ALPHASIM MGD FUT-I		2014-09-09	2023-09-20
	100. VIRTUS ALPHASIM MGD FUT-I			2023-10-27
	50. VIRTUS ALPHASIM MGD FUT-I		2014-12-29	2024-03-07
	50. VIRTUS ALPHASIM MGD FUT-I			2024-04-02
	150. VIRTUS ALPHASIM MGD FUT-I			2024-05-02
	.75 WK KELLOGG CO-WI		2019-07-19	2023-10-16
	12.5 WK KELLOGG CO-WI			2023-10-27
	25.5 WK KELLOGG CO-WI			2023-10-27
	4. WALMART INC		2023-08-02	2023-10-27
	36. WALMART INC			2023-10-27
	30. WALGREENS BOOTS ALLIANCE INC		2019-07-19	2024-01-29
	230. WALGREENS BOOTS ALLIANCE INC			2024-03-07
	200. WALGREENS BOOTS ALLIANCE INC			2024-03-07
	1. WEST PHARMACEUTICAL SERVICES		2022-05-05	2024-04-02
	360. WESTERN UNION CO			2023-09-20
	440. WESTERN UNION CO			2023-09-20
	2. ACCENTURE PLC-CL A		2023-03-08	2024-02-20
	1. LINDE PLC		2020-04-03	2024-02-20
	1. LINDE PLC		2020-04-03	2024-03-12
	2. LINDE PLC		2023-08-02	2024-04-25
	11. LINDE PLC			2024-04-25
	15. MEDTRONIC PLC		2022-09-29	2024-01-29
	7. CHUBB LTD		2021-07-20	2024-02-20
	5. LYONDELLBASELL INDU-CL A		2020-03-19	2024-03-21
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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	729	652	77
b	20,412	16,521	3,891
c	362	332	30
d	19,186	15,639	3,547
e	770	352	418
	1,641	704	937
	1,816	704	1,112
	1,409	420	989
	1,533	420	1,113
	1,691	587	1,104
	921	829	92
	1,254	1,100	154
	1,226	794	432
	2,833	1,853	980
	1,484	1,302	182
	399	326	73
	2,096	1,628	468
	9,079	5,908	3,171
	4,374	3,924	450
	4,286	4,025	261
	388	349	39
	159	140	19
	397	354	43
	413	358	55
	610	523	87
	838	508	330
	802	508	294
	496	506	-10
	2,604	2,403	201
	16,058	20,520	-4,462
	853	801	52
	16,207	21,402	-5,195
	2,886	2,261	625
	509	377	132
	752	530	222
	2,647	1,829	818
	486	305	181
	274	152	122
	287	152	135
	6,100	6,429	-329
	2,289	2,029	260
	1,781	1,559	222
	607	236	371
	655	236	419
	4,257	3,020	1,237
	3,495	3,419	76
	707	641	66
	432	218	214
	266	247	19
	1,170	1,139	31
	568	570	-2
	590	169	421
	582	570	12
	622	552	70
	323	276	47
	1,586	822	764
	2,341	822	1,519
	17,658	17,712	-54
	17,358	17,429	-71
	4,405	3,869	536
	3,710	3,557	153
	468	410	58
	433	335	98
	890	650	240
	221	162	59
	1,067	1,000	67
	10,046	8,977	1,069
	2,492	578	1,914
	1,780	1,510	270
	8,187	5,147	3,040
	1,161	1,572	-411
	1,289	1,572	-283
	680	786	-106
	750	684	66
	739	525	214
	1,867	976	891
	853	488	365
	1,283	819	464
	1,255	834	421
	993	596	397
	591	537	54
	682	697	-15
	694	697	-3
	2,889	3,064	-175
	6,288	7,349	-1,061
	11,248	12,962	-1,714
	148	146	2
	12,432	14,182	-1,750
	452	100	352
	471	100	371
	1,919	1,108	811
	652	369	283
	3,992	1,072	2,920
	432	380	52
	465	380	85
	1,472	801	671
	1,392	1,249	143
	758	625	133
	9,718	8,320	1,398
	3,638	3,762	-124
	2,405	2,432	-27
	399	418	-19
	239	238	1
	1,082	1,030	52
	880	836	44
	352	324	28
	254	234	20
	17,636	16,372	1,264
	355	202	153
	482	492	-10
	507	404	103
	1,270	1,323	-53
	10,762	13,625	-2,863
	124	126	-2
	10,722	13,541	-2,819
	429	490	-61
	759	718	41
	1,836	2,037	-201
	1,224	1,358	-134
	617	679	-62
	608	679	-71
	218	239	-21
	2,612	2,974	-362
	1,651	1,843	-192
	590	614	-24
	497	443	54
	904	853	51
	2,703	1,883	820
	1,803	1,256	547
	918	628	290
	1,000	628	372
	1,045	628	417
	2,118	1,255	863
	1,078	628	450
	455	465	-10
	550	508	42
	2,837	2,052	785
	1,560	1,607	-47
	1,277	914	363
	2,727	2,702	25
	6,136	4,393	1,743
	922	858	64
	478	429	49
	1,774	1,848	-74
	2,218	2,310	-92
	912	924	-12
	459	462	-3
	1,304	1,320	-16
	16,949	18,028	-1,079
	127	128	-1
	16,151	17,536	-1,385
	2,048	985	1,063
	1,327	1,211	116
	699	606	93
	1,726	1,211	515
	628	579	49
	869	723	146
	968	723	245
	511	866	-355
	3,798	3,553	245
	9,765	13,575	-3,810
	1,868	1,888	-20
	1,791	2,229	-438
	1,635	1,652	-17
	6,132	2,700	3,432
	5,371	2,618	2,753
	924	430	494
	987	440	547
	617	273	344
	370	164	206
	1,768	1,942	-174
	424	432	-8
	221	216	5
	4,297	4,919	-622
	4,271	3,065	1,206
	3,396	2,640	756
	857	613	244
	439	330	109
	1,359	1,595	-236
	903	1,065	-162
	436	532	-96
	24	37	-13
	257	268	-11
	856	1,017	-161
	336	490	-154
	686	980	-294
	357	479	-122
	383	475	-92
	838	968	-130
	406	464	-58
	422	483	-61
	406	575	-169
	1,373	1,133	240
	2,931	3,384	-453
	2,889	3,402	-513
	985	1,128	-143
	994	1,110	-116
	479	549	-70
	497	564	-67
	1,473	1,597	-124
	8	10	-2
	128	199	-71
	262	372	-110
	646	637	9
	5,812	3,010	2,802
	671	1,649	-978
	4,826	5,768	-942
	4,196	8,049	-3,853
	392	313	79
	4,648	4,441	207
	5,681	8,176	-2,495
	724	529	195
	436	163	273
	471	163	308
	882	773	109
	4,850	2,036	2,814
	1,303	1,230	73
	1,756	1,175	581
	505	200	305
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707
			1,707

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			77
b			3,891
c			30
d			3,547
e			418
			937
			1,112
			989
			1,113
			1,104
			92
			154
			432
			980
			182
			73
			468
			3,171
			450
			261
			39
			19
			43
			55
			87
			330
			294
			-10
			201
			-4,462
			52
			-5,195
			625
			132
			222
			818
			181
			122
			135
			-329
			260
			222
			371
			419
			1,237
			76
			66
			214
			19
			31
			-2
			421
			12
			70
			47
			764
			1,519
			-54
			-71
			536
			153
			58
			98
			240
			59
			67
			1,069
			1,914
			270
			3,040
			-411
			-283
			-106
			66
			214
			891
			365
			464
			421
			397
			54
			-15
			-3
			-175
			-1,061
			-1,714
			2
			-1,750
			352
			371
			811
			283
			2,920
			52
			85
			671
			143
			133
			1,398
			-124
			-27
			-19
			1
			52
			44
			28
			20
			1,264
			153
			-10
			103
			-53
			-2,863
			-2
			-2,819
			-61
			41
			-201
			-134
			-62
			-71
			-21
			-362
			-192
			-24
			54
			51
			820
			547
			290
			372
			417
			863
			450
			-10
			42
			785
			-47
			363
			25
			1,743
			64
			49
			-74
			-92
			-12
			-3
			-16
			-1,079
			-1
			-1,385
			1,063
			116
			93
			515
			49
			146
			245
			-355
			245
			-3,810
			-20
			-438
			-17
			3,432
			2,753
			494
			547
			344
			206
			-174
			-8
			5
			-622
			1,206
			756
			244
			109
			-236
			-162
			-96
			-13
			-11
			-161
			-154
			-294
			-122
			-92
			-130
			-58
			-61
			-169
			240
			-453
			-513
			-143
			-116
			-70
			-67
			-124
			-2
			-71
			-110
			9
			2,802
			-978
			-942
			-3,853
			79
			207
			-2,495
			195
			273
			308
			109
			2,814
			73
			581
			305

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	34,547
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	1,087
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	1,087
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	1,087
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	1,396
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	1,396
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	309
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax309	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

Rockland Trust Company Telephone no. right arrow

(800) 826-6101

Located at right arrow

2036 WASHINGTON STHANOVERMA ZIP+4 right arrow

02339

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-)
Rockland Trust Company	Co-Trustee 5	15,920
2036 Washington St Hanover,MA02339	Co-Trustee 5	15,920
Marilyn Weber	Co-Trustee 1	694
63 Forest Trail Hanson,MA02341	Co-Trustee 1	694
John Galluzzo	Co-Trustee 1	694
20 Evergreen Lane Hanover,MA02339	Co-Trustee 1	694
Michael Ganshirt	Co-Trustee 1	694
68 Temple Street 308 Whitman,MA02383	Co-Trustee 1	694
Andrew Burbine	Co-Trustee 1	694
24 Jewel Road Holbrook,MA02343	Co-Trustee 1	694

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

1,726,014

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

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

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

1,726,014

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

1,726,014

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

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

25,890

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

1,700,124

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

85,006

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

85,006

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

1,087

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

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

1,087

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

83,919

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

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

83,919

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

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

83,919

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 ..........

88,670

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. .......

88,670

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					83,919
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......	7,103
b From 2019......	0
c From 2020......	7,046
d From 2021......	22,915
e From 2022......	9,670
f Total of lines 3a through e ........		46,734
4Qualifying distributions for 2023 from Part
XI, line 4: $ 88,670
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.....					83,919
e Remaining amount distributed out of corpus		4,751
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		51,485
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) ...		7,103
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		44,382
10 Analysis of line 9:
a Excess from 2019....	0
b Excess from 2020....	7,046
c Excess from 2021....	22,915
d Excess from 2022....	9,670
e Excess from 2023....	4,751

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).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here 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
Dyer Memorial Library CENTRE AVE Abington,MA02351	NONE	N/A	PROVIDE ANNUAL OPERATING &	78,036
Total ................................. 3a				78,036

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	53,080
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	34,547
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aEXCISE TAX REFUND			1	1,804
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				89,431

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

89,431

(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

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI	1,230	0		1,230
OTHER NON-ALLOCABLE EXPENSE -	56	0		56

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES ON QUALIFIED FOR	274	0		0
FOREIGN TAXES ON NONQUALIFIED	90	0		0