Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CATHERINE WRIGHT FBO HACK HOSP MAIN
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

22-6146936
B Telephone number (see instructions)

(888) 730-4933
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,891,950
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 35,797 35,613  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -682
b Gross sales price for all assets on line 6a 247,517
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 3,519    
12 Total. Add lines 1 through 11........ 38,634 35,613  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 26,420 23,778   2,642
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 2,094 0 0 2,094
b Accounting fees (attach schedule)....... 1,190 0 0 1,190
c Other professional fees (attach schedule).... 2,067 2,067   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 763 763   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)....... 13 13    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,547 26,621 0 5,926
25 Contributions, gifts, grants paid....... 80,000 80,000
26 Total expenses and disbursements. Add lines 24 and 25 112,547 26,621 0 85,926
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -73,913
b Net investment income (if negative, enter -0-) 8,992
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 77,189 43,496 43,496
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 762,420 Click to see attachment
List of Attached Documents:
// Content
736,572
1,098,462
c Investments—corporate bonds (attach schedule)....... 820,022 Click to see attachment
List of Attached Documents:
// Content
805,064
749,992
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,659,631 1,585,132 1,891,950
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,659,631 1,585,132
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)..... 1,659,631 1,585,132
30 Total liabilities and net assets/fund balances (see instructions). 1,659,631 1,585,132
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,659,631
2
Enter amount from Part I, line 27a .....................
2
-73,913
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
293
4
Add lines 1, 2, and 3 ..........................
4
1,586,011
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
879
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,585,132
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 10000. GLOBAL PAYMENTS INC 2.150% 1/15/27   2022-02-28 2023-01-23
b 2. BLACKROCK INC   2019-05-03 2023-02-09
c 23. COGNIZANT TECH SOLUTIONS CRP COM     2023-02-09
d 16. FIDELITY NATL INFORMATION SVCS INC   2022-06-08 2023-02-09
e 104. FIDELITY NATL INFORMATION SVCS INC     2023-02-09
47. INTERPUBLIC GROUP COS INC   2021-02-25 2023-02-09
13. JPMORGAN CHASE & CO     2023-02-09
6. UNION PACIFIC CORP     2023-02-09
12. WASTE MANAGEMENT INC   2021-02-25 2023-02-09
11. ARISTA NETWORKS INC     2023-02-21
8. NVIDIA CORP   2021-03-18 2023-02-21
2. TRANSDIGM GROUP INC   2021-03-18 2023-02-21
10000. HP ENTERPRISE CO 1.450% 4/01/24   2021-02-05 2023-03-07
15000. US TREASURY NOTE 2.250% 12/31/23   2022-05-11 2023-03-07
30000. US TREASURY NOTE 2.250% 12/31/23   2021-09-08 2023-03-07
46. LAS VEGAS SANDS CORP   2019-05-03 2023-03-20
124. MANULIFE FINANCIAL CORP     2023-03-20
1. CHIPOTLE MEXICAN GRILL INC   2022-03-11 2023-05-01
9. META PLATFORMS INC   2021-03-18 2023-05-01
14. BOSTON SCIENTIFIC CORP COM     2023-06-05
56. FIDELITY NATL INFORMATION SVCS INC     2023-06-05
11. MORGAN STANLEY   2021-03-18 2023-06-05
10000. ABBVIE INC 3.600% 5/14/25   2020-06-22 2023-06-06
10000. BANK OF MONTREAL 2.500% 6/28/24   2021-03-18 2023-06-06
5000. PNC FINANCIAL SERVIC 2.550% 1/22/30   2020-06-22 2023-06-06
15000. SUNTRUST BANKS INC 4.000% 5/01/25     2023-06-06
5000. US TREASURY NOTE 2.500% 5/15/24   2021-09-08 2023-06-06
108. CVS HEALTH CORPORATION     2023-06-14
70. WALT DISNEY CO     2023-06-14
117. HASBRO INC     2023-06-14
103. LAS VEGAS SANDS CORP     2023-06-14
121. SYSCO CORP     2023-06-14
3. ALIGN TECHNOLOGY INC   2021-02-25 2023-07-21
16. XPO INC   2021-03-18 2023-07-21
6000. VERIZON COMMUNICATIO 2.550% 3/21/31   2023-06-07 2023-08-07
5. ARISTA NETWORKS INC   2021-02-25 2023-09-13
1. BOOKING HOLDINGS INC   2021-03-18 2023-09-13
14. APPLE INC   2021-03-18 2023-11-29
2. BROADCOM INC   2021-03-18 2023-11-29
5. TRACTOR SUPPLY CO COM   2021-03-18 2023-11-29
7. VERALTO CORP   2021-03-18 2023-11-29
144. NORWEGIAN CRUISE LINE HOLDING     2023-11-29
9. ABBVIE INC   2021-07-06 2023-12-06
17. ALPHABET INC CL C   2020-04-09 2023-12-06
10. APPLE INC   2020-04-09 2023-12-06
12. BLACKSTONE INC   2021-02-25 2023-12-06
6. BOEING CO   2021-02-25 2023-12-06
3. BROADCOM INC   2019-07-03 2023-12-06
27. CISCO SYSTEMS INC   2019-05-03 2023-12-06
15. ELECTRONIC ARTS INC     2023-12-06
9. JPMORGAN CHASE & CO   2019-05-03 2023-12-06
6. ELI LILLY & CO COM   2019-05-03 2023-12-06
66. MANULIFE FINANCIAL CORP   2019-05-03 2023-12-06
8. MICROSOFT CORP   2023-02-09 2023-12-06
12. NIKE INC CL B   2019-05-03 2023-12-06
12. EATON CORP PLC     2023-12-06
11. GARMIN LTD   2021-12-22 2023-12-06
15. CELANESE CORP   2019-05-03 2023-12-14
174. INTERPUBLIC GROUP COS INC   2021-02-25 2023-12-14
5. ELI LILLY & CO COM   2019-05-03 2023-12-14
13. RTX CORP   2023-02-09 2023-12-14
31. RTX CORP     2023-12-14
6. EATON CORP PLC   2021-02-25 2023-12-14
1. BROADCOM INC   2021-03-18 2023-12-21
3. LULULEMON ATHLETICA INC   2021-10-27 2023-12-21
8. PALO ALTO NETWORKS INC   2021-03-18 2023-12-21
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,978   9,679 -701
b 1,446   962 484
c 1,536   1,570 -34
d 1,187   1,560 -373
e 7,715   12,708 -4,993
1,730   1,239 491
1,836   1,638 198
1,223   1,075 148
1,824   1,354 470
1,488   787 701
1,680   1,048 632
1,478   1,219 259
9,572   10,283 -711
14,653   14,919 -266
29,306   31,361 -2,055
2,569   3,135 -566
2,206   2,452 -246
2,066   1,510 556
2,135   2,543 -408
718   550 168
3,040   7,900 -4,860
923   949 -26
9,715   11,086 -1,371
9,668   10,539 -871
4,222   5,396 -1,174
14,487   16,011 -1,524
4,875   5,286 -411
7,254   6,100 1,154
6,487   9,517 -3,030
7,280   11,265 -3,985
6,153   5,445 708
8,815   6,608 2,207
1,017   1,682 -665
1,069   775 294
4,969   5,014 -45
947   353 594
3,139   2,409 730
2,661   1,716 945
1,883   964 919
1,016   852 164
520   530 -10
2,125   4,124 -1,999
1,316   1,040 276
2,243   1,023 1,220
1,926   668 1,258
1,393   778 615
1,430   1,318 112
2,714   854 1,860
1,295   1,477 -182
2,043   1,532 511
1,415   1,047 368
3,536   704 2,832
1,306   1,223 83
2,953   2,142 811
1,399   1,032 367
2,730   1,759 971
1,384   1,472 -88
2,263   1,606 657
5,644   4,588 1,056
2,858   587 2,271
1,062   1,270 -208
2,534   2,767 -233
1,425   786 639
1,123   482 641
1,525   1,066 459
2,389   865 1,524
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       -701
b       484
c       -34
d       -373
e       -4,993
      491
      198
      148
      470
      701
      632
      259
      -711
      -266
      -2,055
      -566
      -246
      556
      -408
      168
      -4,860
      -26
      -1,371
      -871
      -1,174
      -1,524
      -411
      1,154
      -3,030
      -3,985
      708
      2,207
      -665
      294
      -45
      594
      730
      945
      919
      164
      -10
      -1,999
      276
      1,220
      1,258
      615
      112
      1,860
      -182
      511
      368
      2,832
      83
      811
      367
      971
      -88
      657
      1,056
      2,271
      -208
      -233
      639
      641
      459
      1,524
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -682
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 125
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........................... 3 125
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- ..... 5 125
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 128
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.............. 7 128
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WELLS FARGO BANK N A TRUSTEE
1
26,420    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,715,628
b
Average of monthly cash balances.......................
1b
55,657
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,771,285
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,771,285
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
26,569
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,744,716
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
87,236
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
87,236
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
125
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
125
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
87,111
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
87,111
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
87,111
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
85,926
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
85,926
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 87,111
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 34,848
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: right arrow$ 85,926
a Applied to 2022, but not more than line 2a 34,848
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..... 51,078
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 ..........
36,033
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)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

HACKENSACK UNIVERSITY MEDICAL CENTER

160 ESSEX STREET
LODI,NJ07644
NONE PC SCHOLARSHIP 80,000
Total .................................right arrow 3a 80,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 35,797  
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 -682  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND
    1 3,519  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   38,634  
13Total. Add line 12, columns (b), (d), and (e)..................
13
38,634
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CATHERINE WRIGHT FBO HACK HOSP MAIN
EIN:
22-6146936
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,190     1,190

TY 2023 InvestmentsCorpBondsSchedule
Name:
CATHERINE WRIGHT FBO HACK HOSP MAIN
EIN:
22-6146936
Name of Bond End of Year Book Value End of Year Fair Market Value
46625HRV4 JPMORGAN CHASE & CO 15,401 14,289
14040HBN4 CAPITAL ONE FINANCIA 11,002 9,548
867914BS1 SUNTRUST BANKS INC    
036752AB9 ANTHEM INC 10,031 9,700
912828WJ5 US TREASURY NOTE 2.5 35,608 34,658
9128284F4 US TREASURY NOTE 31,476 29,290
166764BW9 CHEVRON CORP 20,524 19,177
254687FL5 WALT DISNEY COMPANY/ 14,919 13,309
06051GGA1 BANK OF AMERICA CORP 10,751 9,515
912828U24 US TREASURY NOTE 2.0 30,148 28,362
9128286A3 US TREASURY NOTE 31,579 29,057
38148LAE6 GOLDMAN SACHS GROUP 10,155 9,794
9128286T2 US TREASURY NOTE 2.3 42,095 37,075
9128283W8 US TREASURY NOTE 36,148 33,457
693475AZ8 PNC FINANCIAL SERVIC 10,119 8,748
9128286X3 US TREASURY NOTE 31,477 28,642
20030NCT6 COMCAST CORP 17,384 14,791
961214DW0 WESTPAC BANKING CORP 10,191 9,540
25389JAR7 DIGITAL REALTY TRUST 11,065 9,644
06367WMQ3 BANK OF MONTREAL 10,012 9,853
912828M56 US TREASURY NOTE 45,193 43,341
00287YAQ2 ABBVIE INC 10,892 9,819
9128285M8 US TREASURY NOTE 37,231 33,811
110122DP0 BRISTOL-MYERS SQUIBB 15,081 13,324
126650DM9 CVS HEALTH CORP 15,036 13,322
42824CBJ7 HP ENTERPRISE CO    
548661DY0 LOWE'S COS INC 9,882 8,305
912828V23 US TREASURY NOTE    
61746BEF9 MORGAN STANLEY 11,419 9,695
91282CBL4 US TREASURY NOTE 38,891 33,389
29444UBL9 EQUINIX INC 15,113 13,158
78016EZM2 ROYAL BANK OF CANADA 15,031 13,904
3135G04Z3 FED NATL MTG ASSN 30,107 28,309
9128282R0 US TREASURY NOTE 27,335 28,294
907818FU7 UNION PACIFIC CORP 9,710 8,693
37940XAG7 GLOBAL PAYMENTS INC    
91282CDY4 US TREASURY NOTE 1.8 33,619 34,389
120568BB5 BUNGE LTD FINANCE CO 9,724 9,454
31428XCD6 FEDEX CORP 9,503 8,607
023135CH7 AMAZON.COM INC 14,012 14,289
037833EV8 APPLE INC 10,005 10,155
91282CGQ8 US TREASURY NOTE 45,496 45,213
92343VGJ7 VERIZON COMMUNICATIO 11,699 12,072

TY 2023 InvestmentsCorpStockSchedule
Name:
CATHERINE WRIGHT FBO HACK HOSP MAIN
EIN:
22-6146936
Name of Stock End of Year Book Value End of Year Fair Market Value
532457108 ELI LILLY & CO COM 6,762 25,066
92826C839 VISA INC-CLASS A SHR 20,859 27,076
58933Y105 MERCK & CO INC NEW 9,449 13,518
126650100 CVS HEALTH CORPORATI    
594918104 MICROSOFT CORP 45,855 99,275
46625H100 JPMORGAN CHASE & CO 12,702 18,881
150870103 CELANESE CORP 10,747 15,226
91324P102 UNITEDHEALTH GROUP I 8,774 20,006
192446102 COGNIZANT TECH SOLUT 6,183 8,006
172967424 CITIGROUP INC. 14,701 12,140
75513E101 RTX CORP 9,584 10,433
867224107 SUNCOR ENERGY INC NE 12,875 15,347
09260D107 BLACKSTONE INC 7,272 15,056
09857L108 BOOKING HOLDINGS INC 12,305 21,283
254687106 WALT DISNEY CO    
871829107 SYSCO CORP    
17275R102 CISCO SYSTEMS INC 10,218 10,003
911312106 UNITED PARCEL SERVIC 7,688 10,692
517834107 LAS VEGAS SANDS CORP    
94106L109 WASTE MANAGEMENT INC 6,081 10,209
87612E106 TARGET CORP 3,780 6,979
609207105 MONDELEZ INTERNATION 7,244 10,140
H84989104 TE CONNECTIVITY LTD 6,645 8,992
11135F101 BROADCOM INC 11,862 39,069
883556102 THERMO FISHER SCIENT 4,459 8,493
89151E109 TOTALENERGIES SE -SP 14,016 17,990
56501R106 MANULIFE FINANCIAL C 9,487 12,575
H2906T109 GARMIN LTD 8,380 10,155
02079K107 ALPHABET INC CL C 37,244 68,210
904767704 UNILEVER PLC - ADR 6,042 5,381
09247X101 BLACKROCK INC 6,712 11,365
907818108 UNION PACIFIC CORP 7,545 9,825
037833100 APPLE INC 39,074 92,799
891160509 TORONTO DOMINION BK 9,739 11,244
512807108 LAM RESEARCH CORP CO 5,207 15,665
654106103 NIKE INC CL B 4,817 6,080
25243Q205 DIAGEO PLC - ADR 9,783 8,740
285512109 ELECTRONIC ARTS INC 5,194 7,661
31620M106 FIDELITY NATL INFORM    
550021109 LULULEMON ATHLETICA 4,052 6,647
67066G104 NVIDIA CORP 9,512 20,799
679295105 OKTA INC 7,950 4,345
30303M102 META PLATFORMS INC 27,652 39,997
097023105 BOEING CO 12,662 16,422
016255101 ALIGN TECHNOLOGY INC 5,816 3,562
278865100 ECOLAB INC 3,954 4,165
78409V104 S&P GLOBAL INC 5,105 6,608
21036P108 CONSTELLATION BRANDS 5,218 5,560
90138F102 TWILIO INC 6,157 2,807
892356106 TRACTOR SUPPLY CO CO 3,326 4,301
45866F104 INTERCONTINENTAL EXC 5,500 6,293
G66721104 NORWEGIAN CRUISE LIN    
16679L109 CHEWY INC 5,765 2,434
617446448 MORGAN STANLEY 4,400 5,036
00287Y109 ABBVIE INC 7,395 10,538
893641100 TRANSDIGM GROUP INC 2,977 5,058
13645T100 CANADIAN PAC RY LTD    
90384S303 ULTA BEAUTY INC 4,177 6,370
169656105 CHIPOTLE MEXICAN GRI 4,301 6,861
15135B101 CENTENE CORP DEL 5,018 5,714
518439104 ESTEE LAUDER COMPANI 6,665 3,510
339041105 FLEETCOR TECHNOLOGIE 6,701 6,783
64110L106 NETFLIX INC 6,051 6,816
36262G101 GXO LOGISTICS INC 3,049 3,792
92532F100 VERTEX PHARMACEUTICA 3,417 6,510
023135106 AMAZON COM INC COM 27,486 27,045
G1151C101 ACCENTURE PLC 3,352 4,562
34964C106 FORTUNE BRANDS INNOV 5,725 5,482
79466L302 SALESFORCE INC 8,783 10,789
235851102 DANAHER CORP 5,580 6,478
040413106 ARISTA NETWORKS INC 2,189 7,301
73278L105 POOL CORPORATION 3,626 4,386
896239100 TRIMBLE INC 5,298 3,884
G29183103 EATON CORP PLC 9,302 17,098
983793100 XPO INC 2,565 5,518
460690100 INTERPUBLIC GROUP CO    
418056107 HASBRO INC    
252131107 DEXCOM INC 7,734 10,672
001084102 AGCO CORP COM 5,582 4,735
101137107 BOSTON SCIENTIFIC CO 4,721 7,053
81762P102 SERVICENOW INC 6,850 9,891
697435105 PALO ALTO NETWORKS I 2,813 7,667
7591EP100 REGIONS FINL CORP NE 9,115 8,857
46120E602 INTUITIVE SURGICAL I 5,290 7,085
437076102 HOME DEPOT INC 10,411 11,436
22160K105 COSTCO WHOLESALE COR 4,148 5,941
00724F101 ADOBE INC 8,177 10,142
007903107 ADVANCED MICRO DEVIC 7,308 11,793
127387108 CADENCE DESIGN SYSTE 3,080 4,358
13646K108 CANADIAN PACIFIC KAN 5,443 5,692
580135101 MCDONALDS CORP 10,706 10,971
855244109 STARBUCKS CORP COM 9,622 9,217
88339J105 TRADE DESK INC/THE 5,561 5,901

TY 2023 LegalFeesSchedule
Name:
CATHERINE WRIGHT FBO HACK HOSP MAIN
EIN:
22-6146936
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 1,907     1,907
LEGAL FEES - INCOME (ALLOCABLE 187     187


TY 2023 OtherDecreasesSchedule
Name:
CATHERINE WRIGHT FBO HACK HOSP MAIN
EIN:
22-6146936
Description Amount
ROC ON CY SALES 19
PY RETURN OF CAPITAL ADJUSTMENT 192
TAX LOT BASIS ADJUSTMENT 666
ROUNDING 2


TY 2023 OtherExpensesSchedule
Name:
CATHERINE WRIGHT FBO HACK HOSP MAIN
EIN:
22-6146936
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 13 13   0


TY 2023 OtherIncomeSchedule2
Name:
CATHERINE WRIGHT FBO HACK HOSP MAIN
EIN:
22-6146936
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 3,519 0  


TY 2023 OtherIncreasesSchedule
Name:
CATHERINE WRIGHT FBO HACK HOSP MAIN
EIN:
22-6146936
Description Amount
PY PURCHASE OF ACCRUED INTEREST 293


TY 2023 OtherProfessionalFeesSchedule
Name:
CATHERINE WRIGHT FBO HACK HOSP MAIN
EIN:
22-6146936
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 2,067 2,067    


TY 2023 TaxesSchedule
Name:
CATHERINE WRIGHT FBO HACK HOSP MAIN
EIN:
22-6146936
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 763 763   0