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
WIRT C MAE S BELCHER FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

22-6984159
B Telephone number (see instructions)

(212) 852-3049
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$443,006J 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... 8,106 5,122  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 25,100
b Gross sales price for all assets on line 6a 230,295
7 Capital gain net income (from Part IV, line 2)... 25,100
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)....... Click to see attachment
List of Attached Documents:
// Content
364    
12 Total. Add lines 1 through 11........ 33,570 30,222  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,320 3,328   4,992
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
891 109   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
124 24   100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,335 3,461 0 5,092
25 Contributions, gifts, grants paid....... 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 109,335 3,461 0 105,092
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -75,765
b Net investment income (if negative, enter -0-) 26,761
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............. 65 113 113
2 Savings and temporary cash investments......... 19,462 5,025 5,025
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)   Click to see attachment
List of Attached Documents:
// Content
114,444 		114,148
b Investments—corporate stock (attach schedule)....... 271,894 Click to see attachment
List of Attached Documents:
// Content
206,051 		323,720
c Investments—corporate bonds (attach schedule)....... 109,816    
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) 401,237 325,633 443,006
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........ 401,237 325,633
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)..... 401,237 325,633
30 Total liabilities and net assets/fund balances (see instructions). 401,237 325,633
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
401,237
2
Enter amount from Part I, line 27a .....................
2
-75,765
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
566
4
Add lines 1, 2, and 3 ..........................
4
326,038
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
405
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
325,633
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 6. ROSS STORES INC   2021-08-12 2023-01-09
b 2. ROSS STORES INC   2021-08-13 2023-01-09
c 7. ROSS STORES INC   2021-09-16 2023-01-09
d 6. CAPITAL ONE FINANCIAL CORP   2020-12-15 2023-01-31
e 9. CAPITAL ONE FINANCIAL CORP   2021-01-27 2023-01-31
3. CAPITAL ONE FINANCIAL CORP   2021-01-12 2023-01-31
1. HUMANA INC   2020-11-16 2023-01-31
1. HUMANA INC   2022-01-28 2023-01-31
5. ROSS STORES INC   2021-09-16 2023-01-31
3. ROSS STORES INC   2021-11-22 2023-01-31
4. CAPITAL ONE FINANCIAL CORP   2022-07-12 2023-02-06
12. CAPITAL ONE FINANCIAL CORP   2020-12-15 2023-02-06
4. CATERPILLAR INC   2022-01-05 2023-02-21
7. FACEBOOK INC   2020-02-07 2023-03-16
1. VISA INC   2021-01-20 2023-03-16
2. VISA INC   2020-03-06 2023-03-16
6. VISA INC   2020-11-02 2023-03-16
5. VISA INC   2021-04-26 2023-03-16
4. VISA INC   2021-01-19 2023-03-16
1. VISA INC   2020-03-03 2023-03-16
1. NORFOLK SOUTHERN CORP   2020-02-20 2023-03-21
1. NORFOLK SOUTHERN CORP   2020-07-10 2023-03-21
3. NORFOLK SOUTHERN CORP   2021-10-29 2023-03-21
1. NORFOLK SOUTHERN CORP   2021-12-03 2023-03-21
3. NORFOLK SOUTHERN CORP   2021-12-06 2023-03-21
2. NORFOLK SOUTHERN CORP   2017-04-03 2023-03-24
7. NORFOLK SOUTHERN CORP   2020-07-10 2023-03-24
5. NORFOLK SOUTHERN CORP   2017-01-12 2023-03-29
3. NORFOLK SOUTHERN CORP   2017-04-03 2023-03-29
13. BATH & BODY WORKS INC   2022-01-20 2023-04-12
8. BATH & BODY WORKS INC   2022-01-19 2023-04-12
5. BATH & BODY WORKS INC   2022-01-31 2023-04-13
3. BATH & BODY WORKS INC   2022-01-20 2023-04-13
15. BATH & BODY WORKS INC   2022-01-28 2023-04-13
25. BATH & BODY WORKS INC   2022-06-30 2023-04-14
14. BATH & BODY WORKS INC   2022-01-31 2023-04-14
12. BATH & BODY WORKS INC   2022-06-30 2023-04-17
1. FIRST CITIZENS BANCSHARES INC/NC   2022-01-10 2023-04-21
1. FIRST CITIZENS BANCSHARES INC/NC   2022-01-07 2023-04-25
9. FIDELITY NATL INFO SVCS   2021-07-23 2023-04-26
17. FIDELITY NATL INFO SVCS   2021-07-02 2023-04-26
2. FIDELITY NATL INFO SVCS   2021-08-03 2023-04-26
6. FIDELITY NATL INFO SVCS   2021-04-21 2023-04-26
9. FIDELITY NATL INFO SVCS   2021-08-03 2023-05-02
19. FIDELITY NATL INFO SVCS   2022-11-07 2023-05-02
1. FIRST CITIZENS BANCSHARES INC/NC   2022-03-16 2023-05-02
1. FIDELITY NATL INFO SVCS   2022-11-07 2023-05-03
18. FIDELITY NATL INFO SVCS   2022-12-16 2023-05-03
1. FIRST CITIZENS BANCSHARES INC/NC   2022-03-14 2023-05-10
1. FIRST CITIZENS BANCSHARES INC/NC   2022-03-15 2023-05-10
15. AMAZON COM INC   2021-01-26 2023-06-02
1. CBRE GROUP INC   2020-06-04 2023-06-02
10. CBRE GROUP INC   2022-04-18 2023-06-02
1. FACEBOOK INC   2020-02-06 2023-06-02
4. FACEBOOK INC   2020-02-07 2023-06-02
1. REINSURANCE GROUP OF AMERICA INC   2022-04-20 2023-06-02
3. REINSURANCE GROUP OF AMERICA INC   2022-04-19 2023-06-02
3. CBRE GROUP INC   2022-04-18 2023-06-05
1. REINSURANCE GROUP OF AMERICA INC   2022-05-11 2023-06-05
2. REINSURANCE GROUP OF AMERICA INC   2022-04-19 2023-06-05
1. REINSURANCE GROUP OF AMERICA INC   2022-04-20 2023-06-05
19. MONSTER BEVERAGE SHS   2022-05-03 2023-06-06
14. OTIS WORLDWIDE CORP REG   2021-11-01 2023-06-06
12. CBRE GROUP INC   2020-06-04 2023-06-07
7. ANALOG DEVICES INC   2021-10-29 2023-06-09
5. ANALOG DEVICES INC   2021-07-09 2023-06-09
9. VISA INC   2020-03-09 2023-06-09
4. VISA INC   2020-03-06 2023-06-09
8. CBRE GROUP INC   2020-08-11 2023-06-20
1. NOVO NORDISK A/S ADR   2019-01-09 2023-06-20
5. NOVO NORDISK A/S ADR   2020-02-20 2023-06-20
3. SANOFI-SYNTHELABO   2022-05-26 2023-06-20
1. SANOFI-SYNTHELABO   2022-04-07 2023-06-20
2. SANOFI-SYNTHELABO   2022-05-25 2023-06-20
1. VISA INC   2020-03-09 2023-06-20
4. VISA INC   2020-04-16 2023-06-20
11. CBRE GROUP INC   2020-08-12 2023-06-21
5. CBRE GROUP INC   2020-08-11 2023-06-21
1. NOVO NORDISK A/S ADR   2020-02-20 2023-06-21
7. SANOFI-SYNTHELABO   2022-05-25 2023-06-21
9. SANOFI-SYNTHELABO   2022-05-26 2023-06-21
3. SANOFI-SYNTHELABO   2022-04-07 2023-06-21
4. CBRE GROUP INC   2020-08-12 2023-06-22
21. CHARLES SCHWAB CORP/THE   2022-10-25 2023-06-22
17. CHARLES SCHWAB CORP/THE   2022-10-12 2023-06-27
14. CHARLES SCHWAB CORP/THE   2022-10-20 2023-06-27
1. CHARLES SCHWAB CORP/THE   2022-10-25 2023-06-27
8. EQT CORP   2022-01-27 2023-07-11
42. EQT CORP   2021-09-15 2023-07-11
10. EQT CORP   2022-01-28 2023-07-11
3. FACEBOOK INC   2020-02-28 2023-07-11
2. FACEBOOK INC   2020-02-06 2023-07-11
1. MICROSOFT CORP COM   2020-07-14 2023-07-11
4. MICROSOFT CORP COM   2017-06-21 2023-07-11
7. PROGRESSIVE CORP/THE   2021-12-06 2023-07-11
2. PROGRESSIVE CORP/THE   2022-05-25 2023-07-11
29. EQT CORP   2021-09-15 2023-07-12
5. EQT CORP   2022-01-27 2023-07-12
7. EQT CORP   2022-01-28 2023-07-12
28. EQT CORP   2022-01-27 2023-07-20
5. EQT CORP   2021-04-15 2023-07-20
9. EQT CORP   2021-04-19 2023-07-20
9. EQT CORP   2021-09-16 2023-07-20
5. BERKSHIRE HATHAWAYINC   2020-06-05 2023-08-16
5. CATERPILLAR INC   2022-03-31 2023-08-16
3. CATERPILLAR INC   2022-01-05 2023-08-16
24. MONSTER BEVERAGE SHS   2022-06-21 2023-08-16
1. MONSTER BEVERAGE SHS   2022-06-09 2023-08-16
5. OTIS WORLDWIDE CORP REG   2022-05-26 2023-08-16
1. OTIS WORLDWIDE CORP REG   2021-11-01 2023-08-16
2. OTIS WORLDWIDE CORP REG   2020-04-28 2023-08-16
3. OTIS WORLDWIDE CORP REG   2020-04-24 2023-08-16
2. MONSTER BEVERAGE SHS   2022-06-21 2023-08-17
3. SEALED AIR CORP   2021-06-24 2023-08-18
7. SEALED AIR CORP   2021-06-25 2023-08-18
1. SEALED AIR CORP   2021-06-25 2023-08-21
1. SEALED AIR CORP   2021-07-13 2023-08-21
12. SEALED AIR CORP   2021-07-12 2023-08-21
11. SEALED AIR CORP   2021-07-13 2023-08-22
1. SEALED AIR CORP   2021-08-03 2023-08-22
8. SEALED AIR CORP   2021-07-14 2023-08-22
6. SEALED AIR CORP   2021-08-04 2023-08-23
4. SEALED AIR CORP   2021-08-03 2023-08-23
4. SEALED AIR CORP   2022-11-07 2023-08-31
13. SEALED AIR CORP   2021-08-04 2023-08-31
25000. CALIFORNIA ST   2013-09-26 2023-09-01
14. SEALED AIR CORP   2022-11-08 2023-09-01
8. SEALED AIR CORP   2022-11-07 2023-09-01
9. SEALED AIR CORP   2022-11-08 2023-09-05
5. ALPHABET INC SHS CL C   2018-11-30 2023-09-13
4. ALPHABET INC SHS CL A   2015-06-15 2023-09-13
4. AMAZON COM INC   2021-01-26 2023-09-13
1. ANTHEM INC   2020-01-10 2023-09-13
6. APPLE INC   2016-07-13 2023-09-13
1. APPLIED MATERIALS INC   2020-08-18 2023-09-13
9. APPLIED MATERIALS INC   2020-08-11 2023-09-13
2. COMCAST CORP   2021-10-13 2023-09-13
13. COMCAST CORP   2021-05-21 2023-09-13
10. DOWDUPONT INC   2019-07-02 2023-09-13
4. DOWDUPONT INC   2019-07-16 2023-09-13
1. FLEETCOR TECHNOLOGIS INC   2021-10-14 2023-09-13
1. FLEETCOR TECHNOLOGIS INC   2021-10-15 2023-09-13
1. FORTIVE CORP   2021-11-03 2023-09-13
1. FORTIVE CORP   2021-11-02 2023-09-13
3. FORTIVE CORP   2021-11-01 2023-09-13
3. FORTIVE CORP   2021-10-29 2023-09-13
19. GENERAL MOTORS CO   2020-01-23 2023-09-13
4. INTERCONTINENTAL EXCHANGE INC   2021-08-16 2023-09-13
4. J P MORGAN CHASE & CO   2015-06-10 2023-09-13
2. MICROSOFT CORP COM   2017-06-21 2023-09-13
1. UNITEDHEALTH GROUP INC   2020-04-16 2023-09-13
2. FLEETCOR TECHNOLOGIS INC   2021-10-14 2023-09-26
2. FLEETCOR TECHNOLOGIS INC   2021-08-12 2023-09-26
4. CIENA CORP   2021-01-11 2023-09-27
2. CIENA CORP   2021-01-12 2023-09-27
1. CIENA CORP   2021-05-18 2023-09-27
2. CIENA CORP   2021-05-18 2023-09-27
10. CIENA CORP   2021-01-11 2023-09-27
6. CIENA CORP   2021-01-12 2023-09-27
22. COMCAST CORP   2021-10-13 2023-10-19
9. COMCAST CORP   2021-01-27 2023-10-19
8. COMCAST CORP   2021-01-26 2023-10-19
1. COMCAST CORP   2022-04-11 2023-10-19
3. FLEETCOR TECHNOLOGIS INC   2021-08-12 2023-10-19
1. FLEETCOR TECHNOLOGIS INC   2021-08-12 2023-10-20
1. ANALOG DEVICES INC   2021-07-09 2023-10-31
8. ANALOG DEVICES INC   2021-10-13 2023-10-31
5. ANALOG DEVICES INC   2021-08-31 2023-10-31
3. PROGRESSIVE CORP/THE   2021-12-06 2023-10-31
3. PROGRESSIVE CORP/THE   2021-11-10 2023-10-31
3. ANALOG DEVICES INC   2021-08-31 2023-11-03
8. ANALOG DEVICES INC   2021-07-23 2023-11-03
1. CIENA CORP   2021-05-18 2023-11-22
1. CIENA CORP   2020-12-04 2023-11-22
1. CIENA CORP   2021-05-17 2023-11-22
9. GENERAL MOTORS CO   2020-02-03 2023-11-22
4. GENERAL MOTORS CO   2020-01-23 2023-11-22
1. CIENA CORP   2020-12-04 2023-11-24
1. CIENA CORP   2021-05-17 2023-11-24
1. CIENA CORP   2021-05-18 2023-11-24
1. FLEETCOR TECHNOLOGIS INC   2020-07-23 2023-11-24
20. GENERAL MOTORS CO   2020-05-20 2023-11-24
26. GENERAL MOTORS CO   2020-02-03 2023-11-24
6. CIENA CORP   2021-05-17 2023-11-27
6. CIENA CORP   2020-12-04 2023-11-27
7. CIENA CORP   2021-05-18 2023-11-27
1. CIENA CORP   2021-05-19 2023-11-27
2. FLEETCOR TECHNOLOGIS INC   2020-07-23 2023-11-27
1. FLEETCOR TECHNOLOGIS INC   2021-08-12 2023-11-27
34. GENERAL MOTORS CO   2020-05-20 2023-11-27
38. GENERAL MOTORS CO   2020-08-11 2023-11-27
1. FLEETCOR TECHNOLOGIS INC   2020-07-27 2023-12-04
2. FLEETCOR TECHNOLOGIS INC   2020-07-24 2023-12-04
1. FLEETCOR TECHNOLOGIS INC   2020-07-23 2023-12-04
1. LABORATORY CORP AMER HLDGS   2018-10-25 2023-12-08
1. LABORATORY CORP AMER HLDGS   2019-01-18 2023-12-08
1. LABORATORY CORP AMER HLDGS   2022-12-06 2023-12-08
1. LABORATORY CORP AMER HLDGS   2019-01-17 2023-12-11
1. LABORATORY CORP AMER HLDGS   2019-01-18 2023-12-11
3. LABORATORY CORP AMER HLDGS   2022-12-06 2023-12-11
2. LABORATORY CORP AMER HLDGS   2018-10-25 2023-12-11
11. APPLIED MATERIALS INC   2022-11-07 2023-12-12
2. FLEETCOR TECHNOLOGIS INC   2020-07-24 2023-12-12
1. FLEETCOR TECHNOLOGIS INC   2020-09-18 2023-12-12
3. FLEETCOR TECHNOLOGIS INC   2020-09-18 2023-12-13
1. FLEETCOR TECHNOLOGIS INC   2021-10-13 2023-12-13
46. FOX CORP   2020-07-23 2023-12-19
5. FOX CORP   2020-07-23 2023-12-20
31. FOX CORP   2020-07-24 2023-12-20
12. ADVANCED MICRO DEVICES INC   2023-06-09 2023-12-21
11. ALPHABET INC SHS CL C   2018-11-30 2023-12-21
15. ALPHABET INC SHS CL A   2015-06-15 2023-12-21
1. AMAZON COM INC   2021-01-26 2023-12-21
20. AMAZON COM INC   2021-01-20 2023-12-21
1. AMAZON COM INC   2021-01-19 2023-12-21
2. AMERICAN EXPRESS CO   2023-12-19 2023-12-21
1. ANTHEM INC   2020-05-13 2023-12-21
15. APPLE INC   2016-07-13 2023-12-21
2. APPLIED MATERIALS INC   2022-11-07 2023-12-21
7. APPLIED MATERIALS INC   2020-09-18 2023-12-21
1. APPLIED MATERIALS INC   2020-08-11 2023-12-21
24. AVANTOR INC   2021-09-30 2023-12-21
6. AVANTOR INC   2021-09-17 2023-12-21
22. AVANTOR INC   2021-09-16 2023-12-21
15. BP P L C SPONS ADR   2023-04-25 2023-12-21
21. BP P L C SPONS ADR   2023-04-21 2023-12-21
6. BERKSHIRE HATHAWAYINC   2020-06-05 2023-12-21
4. CATERPILLAR INC   2022-01-05 2023-12-21
12. CIENA CORP   2022-09-13 2023-12-21
3. CIENA CORP   2020-12-04 2023-12-21
19. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-10-03 2023-12-21
17. COMCAST CORP   2022-04-11 2023-12-21
20. COMCAST CORP   2022-05-25 2023-12-21
12. CONOCOPHILLIPS   2021-09-15 2023-12-21
10000. CORPUS CHRISTI TEX INDPT   2019-08-16 2023-12-21
19. DOWDUPONT INC   2019-07-16 2023-12-21
6. DOLLAR GENERAL CORP   2021-09-16 2023-12-21
1. DOLLAR GENERAL CORP   2021-04-16 2023-12-21
6. DOLLAR TREE INC   2022-08-25 2023-12-21
2. DOLLAR TREE INC   2020-02-20 2023-12-21
44. DUN AND BRADSTREET HLDGS   2022-12-09 2023-12-21
3. DUN AND BRADSTREET HLDGS   2022-12-08 2023-12-21
6. FACEBOOK INC   2020-02-28 2023-12-21
3. FIDELITY NATIONAL FINANCIAL INC   2023-01-12 2023-12-21
13. FIDELITY NATIONAL FINANCIAL INC   2023-01-11 2023-12-21
2. FIDELITY NATIONAL FINANCIAL INC   2023-01-10 2023-12-21
9. FORTIVE CORP   2021-10-29 2023-12-21
1. FORTIVE CORP   2021-08-04 2023-12-21
8. FORTIVE CORP   2021-08-03 2023-12-21
4. FORTREA HOLDINGS INC REG   2022-12-06 2023-12-21
2. FORTREA HOLDINGS INC REG   2019-01-18 2023-12-21
4. FORTREA HOLDINGS INC REG   2019-01-17 2023-12-21
3. FORTREA HOLDINGS INC REG   2018-10-25 2023-12-21
2. HUMANA INC   2022-05-12 2023-12-21
5. INTERCONTINENTAL EXCHANGE INC   2021-08-16 2023-12-21
7. INTERCONTINENTAL EXCHANGE INC   2021-02-05 2023-12-21
3. J P MORGAN CHASE & CO   2015-06-10 2023-12-21
4. J P MORGAN CHASE & CO   2015-05-07 2023-12-21
4. LPL FINANCIAL HOLDINGS INC   2023-07-11 2023-12-21
4. LABORATORY CORP AMER HLDGS   2019-01-17 2023-12-21
2. LAS VEGAS SANDS CORP   2021-04-21 2023-12-21
16. LAS VEGAS SANDS CORP   2021-02-19 2023-12-21
8. MARVELL TECH INC   2023-12-13 2023-12-21
13. MARVELL TECH INC   2023-06-02 2023-12-21
1. MICROSOFT CORP COM   2016-01-20 2023-12-21
13. MICROSOFT CORP COM   2017-06-21 2023-12-21
14. MICRON TECHNOLOGY   2023-12-13 2023-12-21
8. MICRON TECHNOLOGY   2023-11-27 2023-12-21
8. MONDELEZ INTERNATIONAL INC   2021-12-17 2023-12-21
12. MONDELEZ INTERNATIONAL INC   2022-01-03 2023-12-21
16. MONSTER BEVERAGE SHS   2022-08-23 2023-12-21
16. NOVO NORDISK A/S ADR   2022-11-07 2023-12-21
4. OTIS WORLDWIDE CORP REG   2022-09-08 2023-12-21
6. OTIS WORLDWIDE CORP REG   2022-09-07 2023-12-21
10000. PHOENIX ARIZ CIVIC IMPT   2017-05-17 2023-12-21
5. PROGRESSIVE CORP/THE   2021-11-10 2023-12-21
5. REINSURANCE GROUP OF AMERICA INC   2022-07-12 2023-12-21
1. ROSS STORES INC   2021-10-14 2023-12-21
3. ROSS STORES INC   2021-10-15 2023-12-21
8. ROSS STORES INC   2021-11-22 2023-12-21
15. ROYAL DUTCH SHELL PLC   2023-07-20 2023-12-21
7. SANOFI-SYNTHELABO   2021-05-17 2023-12-21
8. SANOFI-SYNTHELABO   2021-05-18 2023-12-21
17. SANOFI-SYNTHELABO   2022-04-07 2023-12-21
13. SKECHERS U S A INC   2023-04-26 2023-12-21
1. SONY CORP ADR AMERN SH NEW   2023-04-12 2023-12-21
6. SONY CORP ADR AMERN SH NEW   2023-04-13 2023-12-21
11. SONY CORP ADR AMERN SH NEW   2023-12-13 2023-12-21
7. TKO GROUP HOLDINGS INC   2023-11-27 2023-12-21
1. TKO GROUP HOLDINGS INC   2023-11-22 2023-12-21
1. TKO GROUP HOLDINGS INC   2021-11-02 2023-12-21
7. TENET HEALTHCARE CORP   2023-03-16 2023-12-21
7. TENET HEALTHCARE CORP   2023-02-02 2023-12-21
1. THERMO FISHER SCIENTIFIC INC   2023-12-11 2023-12-21
11. UNILEVER PLC AMER SHS ADR NEW   2020-02-03 2023-12-21
6. UNILEVER PLC AMER SHS ADR NEW   2020-02-20 2023-12-21
2. UNILEVER PLC AMER SHS ADR NEW   2020-01-31 2023-12-21
1. UNITEDHEALTH GROUP INC   2019-04-30 2023-12-21
1. UNITEDHEALTH GROUP INC   2020-04-16 2023-12-21
1. VEEVA SYS INC CL A   2021-04-26 2023-12-21
2. VEEVA SYS INC CL A   2021-10-29 2023-12-21
2. VEEVA SYS INC CL A   2021-11-01 2023-12-21
21. VERIZON COMMUNICATIONS INC   2023-10-31 2023-12-21
2. VISA INC   2020-03-16 2023-12-21
2. VOYA FINL INC SHS   2022-09-23 2023-12-21
11. VOYA FINL INC SHS   2022-09-26 2023-12-21
5. ZEBRA TECHNOLOGIES CORP CL A   2023-08-31 2023-12-21
7. ALLEGION PLC SHS   2023-07-11 2023-12-21
7. AXALTA COATING SYSTEMS   2020-11-05 2023-12-21
27. AXALTA COATING SYSTEMS   2020-11-04 2023-12-21
15. MEDTRONIC PLC SHS   2023-06-20 2023-12-21
2. APTIV PLC SHS   2022-07-26 2023-12-21
1. APTIV PLC SHS   2022-07-20 2023-12-21
9. APTIV PLC SHS   2022-07-19 2023-12-21
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 713   753 -40
b 238   251 -13
c 832   796 36
d 711   551 160
e 1,067   925 142
356   332 24
511   428 83
511   383 128
590   569 21
354   336 18
471   433 38
1,412   1,101 311
964   882 82
1,394   1,481 -87
212   206 6
424   364 60
1,272   1,117 155
1,060   1,151 -91
848   807 41
212   186 26
206   208 -2
206   171 35
617   885 -268
206   280 -74
617   865 -248
397   227 170
1,388   1,199 189
1,036   554 482
622   340 282
475   725 -250
292   449 -157
180   278 -98
108   167 -59
540   815 -275
900   672 228
504   778 -274
430   323 107
1,036   901 135
988   896 92
493   1,339 -846
932   2,468 -1,536
110   261 -151
329   918 -589
480   1,175 -695
1,013   1,164 -151
994   752 242
53   61 -8
960   1,250 -290
1,170   721 449
1,170   724 446
1,872   2,492 -620
77   50 27
772   855 -83
274   211 63
1,097   846 251
146   120 26
437   350 87
229   257 -28
144   116 28
287   233 54
144   120 24
1,108   797 311
1,196   1,131 65
959   603 356
1,277   1,211 66
912   830 82
2,012   1,586 426
894   728 166
615   378 237
162   49 113
809   317 492
160   167 -7
53   56 -3
106   112 -6
227   176 51
907   649 258
844   523 321
384   236 148
161   63 98
375   392 -17
482   501 -19
161   167 -6
304   190 114
1,117   1,521 -404
939   1,224 -285
773   970 -197
55   72 -17
325   162 163
1,707   863 844
406   211 195
890   570 320
593   422 171
331   206 125
1,324   282 1,042
927   677 250
265   231 34
1,166   596 570
201   101 100
281   148 133
1,138   566 572
203   88 115
366   157 209
366   178 188
1,778   1,003 775
1,379   1,116 263
828   662 166
1,403   1,084 319
58   45 13
426   376 50
85   81 4
171   98 73
256   143 113
116   90 26
103   175 -72
241   411 -170
34   59 -25
34   57 -23
410   696 -286
375   626 -251
34   58 -24
273   457 -184
205   348 -143
137   234 -97
148   178 -30
482   754 -272
25,000   25,000  
523   640 -117
299   355 -56
330   411 -81
681   271 410
542   109 433
577   664 -87
442   308 134
1,050   146 904
146   67 79
1,318   582 736
90   105 -15
586   716 -130
528   289 239
211   112 99
272   261 11
272   270 2
77   77  
77   77  
230   229 1
230   224 6
645   663 -18
464   471 -7
589   273 316
670   141 529
482   292 190
524   522 2
524   518 6
184   212 -28
92   108 -16
46   52 -6
92   105 -13
460   531 -71
276   323 -47
956   1,158 -202
391   441 -50
348   398 -50
43   48 -5
730   777 -47
240   259 -19
157   166 -9
1,258   1,314 -56
786   819 -33
474   290 184
474   287 187
502   492 10
1,339   1,307 32
46   52 -6
46   47 -1
46   52 -6
252   304 -52
112   140 -28
46   47 -1
46   52 -6
46   52 -6
234   259 -25
567   509 58
736   878 -142
273   312 -39
273   282 -9
318   367 -49
45   52 -7
464   518 -54
232   259 -27
963   865 98
1,076   1,091 -15
252   259 -7
504   517 -13
252   259 -7
216   134 82
216   117 99
216   200 16
217   116 101
217   117 100
651   601 50
434   269 165
1,729   1,030 699
517   517  
259   242 17
779   726 53
260   257 3
1,374   1,207 167
149   131 18
923   827 96
1,668   1,504 164
1,558   597 961
2,104   408 1,696
153   166 -13
3,058   3,265 -207
153   156 -3
369   370 -1
463   266 197
2,920   364 2,556
321   187 134
1,124   390 734
161   65 96
550   988 -438
138   257 -119
504   945 -441
530   592 -62
741   831 -90
2,137   1,203 934
1,156   882 274
523   514 9
131   141 -10
1,405   1,118 287
741   812 -71
871   875 -4
1,395   710 685
10,463   11,196 -733
898   534 364
785   1,328 -543
131   217 -86
807   890 -83
269   185 84
516   574 -58
35   40 -5
2,111   1,140 971
148   123 25
640   532 108
98   80 18
647   673 -26
72   74 -2
575   596 -21
134   135 -1
67   39 28
134   78 56
100   68 32
904   852 52
617   589 28
864   797 67
501   204 297
668   258 410
874   898 -24
888   462 426
96   120 -24
768   963 -195
477   444 33
775   777 -2
372   50 322
4,830   915 3,915
1,166   1,102 64
666   621 45
559   522 37
838   789 49
879   721 158
1,649   921 728
354   291 63
532   440 92
10,468   10,699 -231
777   479 298
805   590 215
135   108 27
406   327 79
1,083   895 188
984   938 46
342   375 -33
391   429 -38
830   945 -115
827   649 178
92   90 2
550   544 6
1,009   992 17
546   552 -6
78   79 -1
78   62 16
524   397 127
524   403 121
525   495 30
526   645 -119
287   350 -63
96   117 -21
518   233 285
518   292 226
186   283 -97
371   636 -265
371   630 -259
786   733 53
518   317 201
147   121 26
810   655 155
1,325   1,383 -58
859   850 9
236   187 49
912   702 210
1,226   1,335 -109
177   193 -16
89   98 -9
799   873 -74
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      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
      30
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       -40
b       -13
c       36
d       160
e       142
      24
      83
      128
      21
      18
      38
      311
      82
      -87
      6
      60
      155
      -91
      41
      26
      -2
      35
      -268
      -74
      -248
      170
      189
      482
      282
      -250
      -157
      -98
      -59
      -275
      228
      -274
      107
      135
      92
      -846
      -1,536
      -151
      -589
      -695
      -151
      242
      -8
      -290
      449
      446
      -620
      27
      -83
      63
      251
      26
      87
      -28
      28
      54
      24
      311
      65
      356
      66
      82
      426
      166
      237
      113
      492
      -7
      -3
      -6
      51
      258
      321
      148
      98
      -17
      -19
      -6
      114
      -404
      -285
      -197
      -17
      163
      844
      195
      320
      171
      125
      1,042
      250
      34
      570
      100
      133
      572
      115
      209
      188
      775
      263
      166
      319
      13
      50
      4
      73
      113
      26
      -72
      -170
      -25
      -23
      -286
      -251
      -24
      -184
      -143
      -97
      -30
      -272
       
      -117
      -56
      -81
      410
      433
      -87
      134
      904
      79
      736
      -15
      -130
      239
      99
      11
      2
       
       
      1
      6
      -18
      -7
      316
      529
      190
      2
      6
      -28
      -16
      -6
      -13
      -71
      -47
      -202
      -50
      -50
      -5
      -47
      -19
      -9
      -56
      -33
      184
      187
      10
      32
      -6
      -1
      -6
      -52
      -28
      -1
      -6
      -6
      -25
      58
      -142
      -39
      -9
      -49
      -7
      -54
      -27
      98
      -15
      -7
      -13
      -7
      82
      99
      16
      101
      100
      50
      165
      699
       
      17
      53
      3
      167
      18
      96
      164
      961
      1,696
      -13
      -207
      -3
      -1
      197
      2,556
      134
      734
      96
      -438
      -119
      -441
      -62
      -90
      934
      274
      9
      -10
      287
      -71
      -4
      685
      -733
      364
      -543
      -86
      -83
      84
      -58
      -5
      971
      25
      108
      18
      -26
      -2
      -21
      -1
      28
      56
      32
      52
      28
      67
      297
      410
      -24
      426
      -24
      -195
      33
      -2
      322
      3,915
      64
      45
      37
      49
      158
      728
      63
      92
      -231
      298
      215
      27
      79
      188
      46
      -33
      -38
      -115
      178
      2
      6
      17
      -6
      -1
      16
      127
      121
      30
      -119
      -63
      -21
      285
      226
      -97
      -265
      -259
      53
      201
      26
      155
      -58
      9
      49
      210
      -109
      -16
      -9
      -74
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 25,100
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) 1 372
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........................... 3 372
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- ..... 5 372
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 782
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.............. 7 782
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 10 410
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow372 Refundedright arrow 11 38
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 arrowNY
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 arrowBANK OF AMERICA NA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ ZIP+4right arrow08534
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
BANK OF AMERICA N A TRUSTEE
2 		8,320    
PO BOX 1532
PENNINGTON,NJ08534
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
485,360
b
Average of monthly cash balances.......................
1b
14,301
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
499,661
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
499,661
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,495
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
492,166
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
24,608
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
24,608
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
372
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
372
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
24,236
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
24,236
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
24,236
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
105,092
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
105,092
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 24,236
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...... 70,759
b From 2019...... 73,845
c From 2020...... 76,151
d From 2021...... 74,122
e From 2022...... 78,155
f Total of lines 3a through e ........ 373,032
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 105,092
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..... 24,236
e Remaining amount distributed out of corpus 80,856
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 5 453,888
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) ... 		70,759
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		383,129
10 Analysis of line 9:
a Excess from 2019.... 73,845
b Excess from 2020.... 76,151
c Excess from 2021.... 74,122
d Excess from 2022.... 78,155
e Excess from 2023.... 80,856
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

WEST VIRGINIA UNIV FOUNDATION INC

PO BOX 1650
MORGANTOWN,WV265071650 		NONE PC GENERAL OPERATING 100,000
Total .................................right arrow 3a 100,000
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 8,106  
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 25,100  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 364  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   33,570  
13Total. Add line 12, columns (b), (d), and (e)..................
13
33,570
(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 InvestmentsCorpBondsSchedule
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Name of Bond End of Year Book Value End of Year Fair Market Value
20772J7G1 CONNECTICUT ST    
71884AZS1 PHOENIX ARIZ CIVIC I    
57582RRC2 MASSACHUSETTS ST GO    
13063CEN6 CALIFORNIA ST    
2201475W8 CORPUS CHRISTI TEX I    
574193UU0 MARYLAND ST LOC FACS    
890680TJ0 TOPEKA KANS UTIL REV    

TY 2023 InvestmentsCorpStockSchedule
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC SHS 2,240 7,047
02079K305 ALPHABET INC SHS 1,920 9,359
46625H100 J P MORGAN CHASE & C 1,854 5,954
655844108 NORFOLK SOUTHERN COR    
20030N101 COMCAST CORP 5,633 7,981
444859102 HUMANA INC 3,279 3,662
50540R409 LABORATORY CORP AMER 1,607 3,637
670100205 NOVO NORDISK A/S ADR 1,591 6,828
256677105 DOLLAR GENERAL CORP 5,912 4,214
594918104 MICROSOFT CORP COM 5,342 27,075
037833100 APPLE INC 1,724 13,670
34959J108 FORTIVE CORP 5,377 6,259
91324P102 UNITEDHEALTH GROUP I 2,221 6,844
256746108 DOLLAR TREE INC 2,698 4,262
20825C104 CONOCOPHILLIPS 2,223 5,455
35137L105 FOX CORP    
22052L104 DOWDUPONT INC 3,043 5,367
339041105 FLEETCOR TECHNOLOGIS    
30303M102 FACEBOOK INC 3,845 9,911
92826C839 VISA INC 1,264 2,083
171779309 CIENA CORP 2,653 2,926
036752103 ANTHEM INC 2,393 4,244
904767704 UNILEVER PLC AMER SH 3,651 3,297
37045V100 GENERAL MOTORS CO    
023135106 AMAZON COM INC 11,788 18,081
68902V107 OTIS WORLDWIDE CORP 1,948 3,489
12504L109 CBRE GROUP INC    
14040H105 CAPITAL ONE FINANCIA    
80105N105 SANOFI-SYNTHELABO 6,158 6,614
45866F104 INTERCONTINENTAL EXC 6,173 7,321
778296103 ROSS STORES INC 3,883 6,089
038222105 APPLIED MATERIALS IN 2,173 6,321
G0750C108 AXALTA COATING SYSTE 3,220 4,382
084670702 BERKSHIRE HATHAWAYIN 4,273 8,560
05352A100 AVANTOR INC 5,471 3,950
26884L109 EQT CORP    
032654105 ANALOG DEVICES INC    
98156Q108 WORLD WRESTLING ENTE    
922475108 VEEVA SYS INC 3,246 3,273
517834107 LAS VEGAS SANDS CORP 3,426 3,149
31620M106 FIDELITY NATL INFO S    
609207105 MONDELEZ INTERNATION 4,299 4,853
743315103 PROGRESSIVE CORP/THE 2,260 3,823
81211K100 SEALED AIR CORP    
149123101 CATERPILLAR INC 3,402 5,026
31946M103 FIRST CITIZENS BANCS    
26484T106 DUN AND BRADSTREET H 1,951 1,860
61174X109 MONSTER BEVERAGE SHS 2,744 3,687
055622104 BP P L C SPONS ADR 3,960 4,567
G6095L109 APTIV PLC SHS 4,331 4,307
192446102 COGNIZANT TECHNOLOGY 4,952 6,345
808513105 CHARLES SCHWAB CORP/    
759351604 REINSURANCE GROUP OF 2,761 3,883
070830104 BATH & BODY WORKS IN    
929089100 VOYA FINL INC SHS 2,992 3,283
007903107 ADVANCED MICRO DEVIC 5,877 7,076
025816109 AMERICAN EXPRESS CO 2,036 2,061
31620R303 FIDELITY NATIONAL FI 2,734 3,878
34965K107 FORTREA HOLDINGS INC 1,289 1,710
50212V100 LPL FINANCIAL HOLDIN 3,588 3,870
573874104 MARVELL TECH INC 3,422 4,885
595112103 MICRON TECHNOLOGY 4,953 5,974
780259305 ROYAL DUTCH SHELL PL 3,943 4,211
830566105 SKECHERS U S A INC 2,603 3,366
835699307 SONY CORP ADR AMERN 6,464 7,007
87256C101 TKO GROUP HOLDINGS I 2,203 3,182
88033G407 TENET HEALTHCARE COR 2,890 3,930
883556102 THERMO FISHER SCIENT 1,479 1,592
92343V104 VERIZON COMMUNICATIO 3,033 3,582
989207105 ZEBRA TECHNOLOGIES C 4,861 5,467
G0176J109 ALLEGION PLC SHS 3,311 3,801
G5960L103 MEDTRONIC PLC SHS 5,484 5,190

TY 2023 InvestmentsGovtObligationsSch
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
US Government Securities - End of Year Book Value:

114,444
US Government Securities - End of Year Fair Market Value:

114,148
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 OtherDecreasesSchedule
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Description Amount
CY PURCHASE OF ACCRUED INTEREST 405


TY 2023 OtherExpensesSchedule
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE TAXES/FILING FEES 100 0   100
OTHER INVESTMENT EXPENSES 24 24   0


TY 2023 OtherIncomeSchedule2
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 364 0  


TY 2023 OtherIncreasesSchedule
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Description Amount
MUTUAL FUND TIMING ADJ 54
PY PURCHASE OF ACCRUED INTEREST 349
AMORT AND COST BASIS ADJUSTMENT 163


TY 2023 TaxesSchedule
Name:
WIRT C MAE S BELCHER FUND
EIN:
22-6984159
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 109 109   0
FEDERAL ESTIMATES - PRINCIPAL 782 0   0