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
MARCIA HYDE CHARITABLE TRUST
 
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

22-6979693
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$1,194,325J 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... 39,756 39,521  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,048
b Gross sales price for all assets on line 6a 237,890
7 Capital gain net income (from Part IV, line 2)... 5,048
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
388    
12 Total. Add lines 1 through 11........ 45,192 44,569  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,860 6,744   10,116
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
1,755 635   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
47 47    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,662 7,426 0 10,116
25 Contributions, gifts, grants paid....... 49,162 49,162
26 Total expenses and disbursements. Add lines 24 and 25 67,824 7,426 0 59,278
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,632
b Net investment income (if negative, enter -0-) 37,143
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............. 1,337 1,643 1,643
2 Savings and temporary cash investments......... 19,103 14,725 14,725
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)....... 346,050 Click to see attachment
List of Attached Documents:
// Content
365,055 		349,441
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 855,079 Click to see attachment
List of Attached Documents:
// Content
817,144 		828,516
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) 1,221,569 1,198,567 1,194,325
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........ 1,221,569 1,198,567
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)..... 1,221,569 1,198,567
30 Total liabilities and net assets/fund balances (see instructions). 1,221,569 1,198,567
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
1,221,569
2
Enter amount from Part I, line 27a .....................
2
-22,632
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
78
4
Add lines 1, 2, and 3 ..........................
4
1,199,015
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
448
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,198,567
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 2. MERCK AND CO INC SHS   2021-06-09 2023-01-11
b 8. MERCK AND CO INC SHS   2021-05-12 2023-01-11
c 38. MERCK AND CO INC SHS   2021-06-07 2023-01-11
d 6. VODAFONE GROUP PLC   2017-11-01 2023-01-11
e 44. VODAFONE GROUP PLC   2016-10-20 2023-01-11
1. VODAFONE GROUP PLC   2016-10-20 2023-01-11
8. VODAFONE GROUP PLC   2016-10-20 2023-01-11
14. VODAFONE GROUP PLC   2016-11-03 2023-01-11
68. VODAFONE GROUP PLC   2017-03-24 2023-01-11
17. VODAFONE GROUP PLC   2018-09-24 2023-01-11
33. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-01-19
44. GLOBAL X FUNDS SHS US   2021-07-12 2023-01-19
9. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-01-19
50. PACER BENCHMARK DATA AND   2021-07-12 2023-01-19
5. PACER BENCHMARK DATA AND   2021-03-09 2023-01-19
5. SPDR S&P TRANSPORTATION ETF   2021-10-26 2023-01-19
18. SPDR S&P TRANSPORTATION ETF   2021-11-17 2023-01-19
10. SPDR S&P TRANSPORTATION ETF   2022-02-09 2023-01-19
3. SPDR S&P TRANSPORTATION ETF   2022-04-04 2023-01-19
1. SPDR S&P TRANSPORTATION ETF   2022-05-18 2023-01-19
1. SPDR S&P TRANSPORTATION ETF   2022-09-27 2023-01-19
29. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-01-19
17. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-03-20 2023-01-19
5. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-10-24 2023-01-19
23. COMM SERVICES SELECT   2019-08-14 2023-01-19
16. COMM SERVICES SELECT   2019-10-24 2023-01-19
54. COMM SERVICES SELECT   2019-12-13 2023-01-19
74. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-01-19
18. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-01-19
21. GILEAD SCIENCES INC   2020-09-02 2023-01-31
23. GILEAD SCIENCES INC   2020-09-02 2023-02-03
6. GILEAD SCIENCES INC   2020-10-14 2023-02-03
27. J P MORGAN CHASE & CO   2022-08-17 2023-02-03
18. GILEAD SCIENCES INC   2020-10-14 2023-02-15
3. GILEAD SCIENCES INC   2020-10-21 2023-02-15
8. GILEAD SCIENCES INC   2020-11-30 2023-02-23
24. GILEAD SCIENCES INC   2020-10-21 2023-02-23
4. J P MORGAN CHASE & CO   2022-10-06 2023-02-23
11. J P MORGAN CHASE & CO   2022-09-19 2023-02-23
3. J P MORGAN CHASE & CO   2022-08-17 2023-02-23
32. VODAFONE GROUP PLC   2018-09-24 2023-02-23
21. VODAFONE GROUP PLC   2018-09-25 2023-02-24
28. VODAFONE GROUP PLC   2020-03-20 2023-02-24
109. VODAFONE GROUP PLC   2020-03-23 2023-02-24
46. VODAFONE GROUP PLC   2020-05-19 2023-02-24
4. VODAFONE GROUP PLC   2020-05-20 2023-02-24
1. VODAFONE GROUP PLC   2018-10-01 2023-02-24
2. VODAFONE GROUP PLC   2019-04-26 2023-02-24
6. VODAFONE GROUP PLC   2018-09-24 2023-02-24
12. CLOROX CO/THE   2022-02-18 2023-03-07
1. J P MORGAN CHASE & CO   2022-10-31 2023-03-07
11. J P MORGAN CHASE & CO   2022-10-06 2023-03-07
28. VODAFONE GROUP PLC   2020-10-21 2023-03-07
72. VODAFONE GROUP PLC   2020-05-20 2023-03-07
105. VODAFONE GROUP PLC   2020-10-21 2023-03-08
32. VODAFONE GROUP PLC   2020-11-30 2023-03-08
52. VODAFONE GROUP PLC   2022-10-31 2023-03-08
9. CLOROX CO/THE   2022-02-18 2023-03-29
16. DIGITAL REALTY TRUST INC   2021-03-08 2023-03-29
6. DIGITAL REALTY TRUST INC   2021-03-09 2023-03-29
8. DIGITAL REALTY TRUST INC   2022-02-18 2023-03-29
1. ABBVIE INC   2019-04-26 2023-04-04
10. ABBVIE INC   2019-01-29 2023-04-04
1. ABBVIE INC   2019-07-02 2023-04-04
4. CLOROX CO/THE   2022-04-04 2023-04-04
1. CLOROX CO/THE   2022-04-04 2023-04-04
4. CLOROX CO/THE   2022-04-01 2023-04-04
19. DIGITAL REALTY TRUST INC   2022-03-11 2023-04-04
10. DIGITAL REALTY TRUST INC   2022-02-18 2023-04-04
9. DIGITAL REALTY TRUST INC   2022-06-15 2023-04-05
1. DIGITAL REALTY TRUST INC   2022-03-11 2023-04-05
1. DIGITAL REALTY TRUST INC   2022-10-31 2023-04-05
16. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-20 2023-04-11
2. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-04-11
15. FIRST TRUST CLOUD COMPUTING ETF   2020-08-12 2023-04-11
2. ISHARES NASDAQ BIOTECHNOLOGY ETF   2018-03-06 2023-04-11
8. ISHARES NASDAQ BIOTECHNOLOGY ETF   2018-10-24 2023-04-11
4. ISHARES NASDAQ BIOTECHNOLOGY ETF   2018-01-31 2023-04-11
1. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-19 2023-04-11
25. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-04-11
13. PACER BENCHMARK DATA AND   2021-07-12 2023-04-11
1. MATERIALS SELECT SECTOR SPDR FUND   2021-01-12 2023-04-11
16. HEALTH CARE SELECT SECTOR SPDR FUND   2019-07-16 2023-04-11
1. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2019-01-16 2023-04-11
11. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-04-11
54. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-12 2023-04-11
29. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-04-11
4. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-04-11
6. VANGUARD INFORMATION TECHNOLOGY ETF   2018-10-24 2023-04-11
13. VANGUARD INFORMATION TECHNOLOGY ETF   2017-12-07 2023-04-11
1. BRITISH AMERICAN TOBACCO PLC   2019-04-26 2023-04-13
22. BRITISH AMERICAN TOBACCO PLC   2020-03-04 2023-04-13
19. BRITISH AMERICAN TOBACCO PLC   2020-03-05 2023-04-13
2. BRITISH AMERICAN TOBACCO PLC   2019-02-25 2023-04-13
38. CISCO SYSTEMS INC   2022-05-27 2023-04-13
22. GILEAD SCIENCES INC   2022-03-11 2023-04-13
1. GILEAD SCIENCES INC   2020-11-30 2023-04-13
4. BRITISH AMERICAN TOBACCO PLC   2020-03-05 2023-05-05
9. BRITISH AMERICAN TOBACCO PLC   2020-03-20 2023-05-05
5. CLOROX CO/THE   2022-04-04 2023-05-05
5. CLOROX CO/THE   2022-04-07 2023-05-05
8. BRITISH AMERICAN TOBACCO PLC   2020-03-20 2023-05-08
28. BRITISH AMERICAN TOBACCO PLC   2020-03-23 2023-05-08
4. BRITISH AMERICAN TOBACCO PLC   2020-06-26 2023-05-08
9. CLOROX CO/THE   2022-04-08 2023-05-08
3. CLOROX CO/THE   2022-10-31 2023-05-08
43. BRITISH AMERICAN TOBACCO PLC   2020-06-26 2023-05-11
24. BRITISH AMERICAN TOBACCO PLC   2020-08-24 2023-05-12
5. BRITISH AMERICAN TOBACCO PLC   2020-06-26 2023-05-12
26. BRITISH AMERICAN TOBACCO PLC   2020-08-25 2023-05-12
9. FIRST TRUST CLOUD COMPUTING ETF   2020-08-12 2023-05-24
13. GLOBAL X FUNDS SHS US   2021-07-12 2023-05-24
4. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-03-20 2023-05-24
2508. JPMORGAN CORE BOND FUND   2016-10-20 2023-05-24
2. HEALTH CARE SELECT SECTOR SPDR FUND   2019-07-16 2023-05-24
13. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-05-24
18. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2019-01-16 2023-05-24
2. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-04-23 2023-05-24
16. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-03-20 2023-05-24
4. INDUSTRIAL SELECT SECTOR SPDR FUND   2016-10-20 2023-05-24
6. INDUSTRIAL SELECT SECTOR SPDR FUND   2018-03-06 2023-05-24
1. INDUSTRIAL SELECT SECTOR SPDR FUND   2018-06-29 2023-05-24
3. INDUSTRIAL SELECT SECTOR SPDR FUND   2018-10-24 2023-05-24
21. COMM SERVICES SELECT   2019-12-13 2023-05-24
15. COMM SERVICES SELECT   2020-03-12 2023-05-24
7. COMM SERVICES SELECT   2020-04-14 2023-05-24
9. COMM SERVICES SELECT   2020-05-12 2023-05-24
4. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-05-24
35. VANGUARD FINANCIALS ETF   2018-10-24 2023-05-24
22. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-05-24
4. CISCO SYSTEMS INC   2022-05-27 2023-06-15
16. CISCO SYSTEMS INC   2022-06-15 2023-06-15
15. GILEAD SCIENCES INC   2022-03-11 2023-06-15
89. KEYCORP NEW COM   2022-05-27 2023-06-15
3. SOUTHERN CO/THE   2020-04-27 2023-06-15
1. SOUTHERN CO/THE   2019-04-26 2023-06-15
11. SOUTHERN CO/THE   2019-01-08 2023-06-15
96. KEYCORP NEW COM   2022-06-15 2023-06-27
9. KEYCORP NEW COM   2022-05-27 2023-06-27
6. CISCO SYSTEMS INC   2022-07-05 2023-07-10
29. CISCO SYSTEMS INC   2022-06-15 2023-07-10
10. KEYCORP NEW COM   2022-06-15 2023-07-10
63. KEYCORP NEW COM   2022-08-17 2023-07-10
33. CISCO SYSTEMS INC   2022-07-05 2023-07-13
2. CISCO SYSTEMS INC   2022-10-31 2023-07-13
7. KEYCORP NEW COM   2022-08-18 2023-07-13
69. KEYCORP NEW COM   2022-11-03 2023-07-13
5. KEYCORP NEW COM   2022-10-31 2023-07-13
7. KEYCORP NEW COM   2022-11-02 2023-07-13
9. KEYCORP NEW COM   2022-08-17 2023-07-13
45. AT&T INC   2020-11-30 2023-07-18
87. AT&T INC   2022-01-19 2023-07-18
16. AT&T INC   2022-02-18 2023-07-18
29. AT&T INC   2020-04-21 2023-07-18
23. AT&T INC   2018-10-24 2023-07-18
16. AT&T INC   2018-10-01 2023-07-18
7. AT&T INC   2017-11-01 2023-07-18
11. AT&T INC   2017-10-27 2023-07-18
2. FIDELITY MSCI UTILITIES INDEX ETF   2021-10-26 2023-07-19
5. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-20 2023-07-19
12. FIDELITY MSCI UTILITIES INDEX ETF   2022-04-13 2023-07-19
9. FIDELITY MSCI UTILITIES INDEX ETF   2022-02-09 2023-07-19
33. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-12 2023-07-19
2. FIRST TRUST CLOUD COMPUTING ETF   2020-08-12 2023-07-19
5. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-07-19
1. FIRST TRUST CLOUD COMPUTING ETF   2021-11-17 2023-07-19
15. GLOBAL X FUNDS SHS US   2021-07-12 2023-07-19
1. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-19 2023-07-19
18. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-07-19
20. ISHARES US REGIONAL BANKS ETF   2021-11-17 2023-07-19
21. ISHARES US REGIONAL BANKS ETF   2022-04-04 2023-07-19
7. ISHARES US REGIONAL BANKS ETF   2022-05-18 2023-07-19
1. ISHARES US REGIONAL BANKS ETF   2022-10-31 2023-07-19
7. MATERIALS SELECT SECTOR SPDR FUND   2021-07-12 2023-07-19
1. MATERIALS SELECT SECTOR SPDR FUND   2021-01-12 2023-07-19
11. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-07-19
18. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2019-01-16 2023-07-19
3. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-04-23 2023-07-19
7. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-07-19
1. INDUSTRIAL SELECT SECTOR SPDR FUND   2019-10-24 2023-07-19
7. INDUSTRIAL SELECT SECTOR SPDR FUND   2018-10-24 2023-07-19
4. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-12 2023-07-19
8. VANGUARD FINANCIALS ETF   2018-10-24 2023-07-19
5. VANGUARD FINANCIALS ETF   2019-10-24 2023-07-19
8. VANGUARD FINANCIALS ETF   2019-04-23 2023-07-19
3. VANGUARD FINANCIALS ETF   2020-03-31 2023-07-19
11. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-07-19
36. WALGREENS BOOTS ALLIANCE INC   2022-01-19 2023-09-01
2. WALGREENS BOOTS ALLIANCE INC   2021-11-08 2023-09-01
39. WALGREENS BOOTS ALLIANCE INC   2021-11-05 2023-09-01
24. WALGREENS BOOTS ALLIANCE INC   2022-02-09 2023-09-11
20. WALGREENS BOOTS ALLIANCE INC   2022-02-10 2023-09-11
33. WALGREENS BOOTS ALLIANCE INC   2022-03-11 2023-09-11
4. WALGREENS BOOTS ALLIANCE INC   2022-01-19 2023-09-11
3. WALGREENS BOOTS ALLIANCE INC   2022-10-31 2023-09-12
46. WALGREENS BOOTS ALLIANCE INC   2023-04-04 2023-09-12
12. WALGREENS BOOTS ALLIANCE INC   2022-03-11 2023-09-12
102. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-12 2023-10-17
9. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-10-17
21. PACER BENCHMARK DATA AND   2021-07-12 2023-10-17
1. MATERIALS SELECT SECTOR SPDR FUND   2021-07-12 2023-10-17
8. HEALTH CARE SELECT SECTOR SPDR FUND   2019-10-24 2023-10-17
8. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-10-17
27. INDUSTRIAL SELECT SECTOR SPDR FUND   2020-03-31 2023-10-17
3. INDUSTRIAL SELECT SECTOR SPDR FUND   2019-10-24 2023-10-17
2. COMM SERVICES SELECT   2020-05-12 2023-10-17
9. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-13 2023-10-17
4. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-04 2023-10-17
5. AMGEN INC   2021-10-04 2023-10-19
21. SANOFI-SYNTHELABO   2023-01-11 2023-10-19
13. SANOFI-SYNTHELABO   2023-01-11 2023-10-20
15. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-12 2023-11-03
2. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-11-03
11. GLOBAL X FUNDS SHS US   2021-07-12 2023-11-03
11. INVESCO KBW BANK ETF   2023-04-11 2023-11-03
4. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-03-20 2023-11-03
5. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-19 2023-11-03
6. ISHARES TR   2023-07-19 2023-11-03
8. PACER BENCHMARK DATA AND   2021-07-12 2023-11-03
4. MATERIALS SELECT SECTOR SPDR FUND   2021-07-12 2023-11-03
14. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2023-11-03
3. HEALTH CARE SELECT SECTOR SPDR FUND   2019-10-24 2023-11-03
19. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2019-04-23 2023-11-03
10. CONSUMER STAPLES SELECT SECTOR SPDR FUND   2019-01-16 2023-11-03
13. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2019-04-23 2023-11-03
8. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-11-03
9. INDUSTRIAL SELECT SECTOR SPDR FUND   2020-03-31 2023-11-03
23. COMM SERVICES SELECT   2020-05-12 2023-11-03
7. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-12 2023-11-03
3. TRUIST FINL CORP   2021-01-13 2023-11-03
7. VANECK VECTORS SEMICONDUCTOR ETF   2022-04-13 2023-11-03
36. VANGUARD FINANCIALS ETF   2020-03-31 2023-11-03
7. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2023-11-03
2. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-11-03
2. AMGEN INC   2021-10-04 2023-11-21
8. AMGEN INC   2022-08-17 2023-11-21
1. AMGEN INC   2022-10-31 2023-11-21
2. AMGEN INC   2023-03-29 2023-11-21
45. UNILEVER PLC AMER SHS ADR NEW   2022-04-01 2023-11-21
29. UNILEVER PLC AMER SHS ADR NEW   2022-04-28 2023-11-21
1. CROWN CASTLE INTERNATIONAL CORP   2021-01-14 2023-12-18
10. CROWN CASTLE INTERNATIONAL CORP   2021-02-04 2023-12-18
19. CROWN CASTLE INTERNATIONAL CORP   2021-03-08 2023-12-18
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 221   148 73
b 882   597 285
c 4,191   2,790 1,401
d 64   177 -113
e 469   1,225 -756
11   27 -16
85   250 -165
149   386 -237
725   1,828 -1,103
181   385 -204
1,936   2,224 -288
1,199   1,141 58
436   522 -86
1,543   2,059 -516
154   167 -13
367   460 -93
1,320   1,731 -411
733   898 -165
220   256 -36
73   78 -5
73   65 8
3,948   3,390 558
2,314   1,906 408
681   533 148
1,183   1,116 67
823   797 26
2,779   2,845 -66
2,881   3,579 -698
3,987   5,143 -1,156
1,753   1,400 353
1,942   1,534 408
507   386 121
3,800   3,307 493
1,524   1,157 367
254   181 73
661   479 182
1,982   1,449 533
559   438 121
1,537   1,302 235
419   367 52
380   725 -345
247   473 -226
330   359 -29
1,283   1,393 -110
542   715 -173
47   62 -15
12   22 -10
24   36 -12
71   136 -65
1,826   1,783 43
140   127 13
1,536   1,205 331
324   403 -79
834   1,120 -286
1,221   1,510 -289
372   538 -166
604   616 -12
1,404   1,337 67
1,459   2,120 -661
547   807 -260
729   1,070 -341
160   80 80
1,601   776 825
160   74 86
626   567 59
156   142 14
626   565 61
1,764   2,559 -795
928   1,338 -410
830   1,149 -319
92   135 -43
92   101 -9
720   650 70
129   135 -6
964   1,140 -176
261   221 40
1,043   858 185
522   458 64
116   110 6
879   1,451 -572
386   535 -149
81   77 4
2,145   1,478 667
76   52 24
948   584 364
2,015   2,252 -237
1,082   1,403 -321
1,505   851 654
2,258   1,113 1,145
4,893   2,123 2,770
35   38 -3
776   920 -144
670   792 -122
71   76 -5
1,916   1,716 200
1,823   1,298 525
83   60 23
142   167 -25
320   271 49
848   709 139
848   731 117
286   241 45
1,001   806 195
143   155 -12
1,515   1,320 195
505   441 64
1,471   1,665 -194
814   832 -18
170   194 -24
882   890 -8
610   684 -74
355   337 18
516   454 62
25,607   29,895 -4,288
258   185 73
1,678   1,180 498
1,327   929 398
297   240 57
2,379   1,794 585
389   229 160
584   459 125
97   72 25
292   213 79
1,276   1,106 170
912   655 257
425   338 87
547   469 78
514   571 -57
2,679   2,240 439
8,627   4,682 3,945
206   181 25
826   697 129
1,178   885 293
898   1,753 -855
212   176 36
71   53 18
778   500 278
913   1,714 -801
86   177 -91
308   247 61
1,489   1,264 225
95   179 -84
599   1,224 -625
1,690   1,358 332
102   91 11
73   136 -63
721   1,210 -489
52   90 -38
73   125 -52
94   175 -81
611   987 -376
1,182   1,811 -629
217   291 -74
394   668 -274
312   541 -229
217   410 -193
95   178 -83
149   285 -136
86   87 -1
214   203 11
514   583 -69
385   399 -14
1,412   1,495 -83
163   152 11
407   481 -74
82   118 -36
480   389 91
116   110 6
685   1,045 -360
761   1,299 -538
799   1,219 -420
266   364 -98
38   50 -12
584   582 2
83   77 6
1,460   999 461
1,340   929 411
532   361 171
580   371 209
109   78 31
764   497 267
154   167 -13
686   512 174
429   354 75
686   549 137
257   155 102
5,067   2,341 2,726
844   1,925 -1,081
47   101 -54
914   1,950 -1,036
514   1,199 -685
428   995 -567
707   1,585 -878
86   214 -128
66   110 -44
1,006   1,642 -636
263   576 -313
3,906   4,620 -714
700   865 -165
539   865 -326
79   83 -4
1,046   739 307
1,046   726 320
2,782   1,607 1,175
309   233 76
137   104 33
1,335   1,106 229
593   537 56
1,408   1,059 349
1,099   1,022 77
680   633 47
601   679 -78
150   192 -42
334   285 49
449   461 -12
478   454 24
570   548 22
222   240 -18
218   329 -111
315   333 -18
1,785   1,363 422
383   277 106
1,314   1,080 234
692   516 176
2,088   1,563 525
695   424 271
918   536 382
1,547   1,199 348
248   292 -44
93   156 -63
1,040   860 180
2,940   1,858 1,082
2,972   1,545 1,427
849   426 423
526   424 102
2,104   2,006 98
263   270 -7
526   481 45
2,138   2,088 50
1,378   1,331 47
113   148 -35
1,128   1,577 -449
2,144   2,722 -578
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
      111
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       73
b       285
c       1,401
d       -113
e       -756
      -16
      -165
      -237
      -1,103
      -204
      -288
      58
      -86
      -516
      -13
      -93
      -411
      -165
      -36
      -5
      8
      558
      408
      148
      67
      26
      -66
      -698
      -1,156
      353
      408
      121
      493
      367
      73
      182
      533
      121
      235
      52
      -345
      -226
      -29
      -110
      -173
      -15
      -10
      -12
      -65
      43
      13
      331
      -79
      -286
      -289
      -166
      -12
      67
      -661
      -260
      -341
      80
      825
      86
      59
      14
      61
      -795
      -410
      -319
      -43
      -9
      70
      -6
      -176
      40
      185
      64
      6
      -572
      -149
      4
      667
      24
      364
      -237
      -321
      654
      1,145
      2,770
      -3
      -144
      -122
      -5
      200
      525
      23
      -25
      49
      139
      117
      45
      195
      -12
      195
      64
      -194
      -18
      -24
      -8
      -74
      18
      62
      -4,288
      73
      498
      398
      57
      585
      160
      125
      25
      79
      170
      257
      87
      78
      -57
      439
      3,945
      25
      129
      293
      -855
      36
      18
      278
      -801
      -91
      61
      225
      -84
      -625
      332
      11
      -63
      -489
      -38
      -52
      -81
      -376
      -629
      -74
      -274
      -229
      -193
      -83
      -136
      -1
      11
      -69
      -14
      -83
      11
      -74
      -36
      91
      6
      -360
      -538
      -420
      -98
      -12
      2
      6
      461
      411
      171
      209
      31
      267
      -13
      174
      75
      137
      102
      2,726
      -1,081
      -54
      -1,036
      -685
      -567
      -878
      -128
      -44
      -636
      -313
      -714
      -165
      -326
      -4
      307
      320
      1,175
      76
      33
      229
      56
      349
      77
      47
      -78
      -42
      49
      -12
      24
      22
      -18
      -111
      -18
      422
      106
      234
      176
      525
      271
      382
      348
      -44
      -63
      180
      1,082
      1,427
      423
      102
      98
      -7
      45
      50
      47
      -35
      -449
      -578
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 5,048
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) 1 516
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........................... 3 516
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- ..... 5 516
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,120
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,120
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 10 604
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow516 Refundedright arrow 11 88
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 arrowPA
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 		16,860    
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
1,138,817
b
Average of monthly cash balances.......................
1b
22,809
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,161,626
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
1,161,626
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,424
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,144,202
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
57,210
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
57,210
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
516
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
516
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
56,694
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
56,694
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
56,694
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
59,278
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
59,278
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 56,694
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 49,162
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$ 59,278
a Applied to 2022, but not more than line 2a 49,162
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..... 10,116
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 .......... 		46,578
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

MEMORIAL PARK PRESBYTERIAN CHURCH

8800 PEEBLES ROAD
ALLISON PARK,PA151012716 		NONE PC GENERAL OPERATING 49,162
Total .................................right arrow 3a 49,162
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 39,756  
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 5,048  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 388  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   45,192  
13Total. Add line 12, columns (b), (d), and (e)..................
13
45,192
(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 InvestmentsCorpStockSchedule
Name:
MARCIA HYDE CHARITABLE TRUST
EIN:
22-6979693
Name of Stock End of Year Book Value End of Year Fair Market Value
756109104 REALTY INCOME CORP 5,190 4,479
842587107 SOUTHERN CO/THE 8,904 10,378
00287Y109 ABBVIE INC 6,236 9,453
136069101 CANADIAN IMPERIAL BA 5,712 6,740
25746U109 DOMINION ENERGY INC 14,216 9,588
446150104 HUNTINGTON BANCSHARE 8,978 8,739
00206R102 AT&T INC 9,989 8,692
05534B760 BCE INC 12,781 11,184
110448107 BRITISH AMERICAN TOB 8,010 6,385
718172109 PHILIP MORRIS INTERN 13,933 15,335
494368103 KIMBERLY-CLARK CORP 10,835 9,599
92343V104 VERIZON COMMUNICATIO 18,916 14,515
92857W308 VODAFONE GROUP PLC    
26441C204 DUKE ENERGY CORP 12,528 13,974
636274409 NATIONAL GRID PLC 13,695 13,598
69351T106 PPL CORP 6,076 5,068
29250N105 ENBRIDGE INC 13,348 12,715
717081103 PFIZER INC 11,244 7,514
031162100 AMGEN INC 7,508 8,929
87807B107 TC ENERGY CORP 10,950 9,733
375558103 GILEAD SCIENCES INC 4,391 5,671
58933Y105 MERCK AND CO INC SHS    
904767704 UNILEVER PLC AMER SH 4,328 4,363
025537101 AMERICAN ELECTRIC PO 9,671 8,934
22822V101 CROWN CASTLE INTERNA 9,250 7,142
931427108 WALGREENS BOOTS ALLI    
89832Q109 TRUIST FINL CORP 11,529 8,455
253868103 DIGITAL REALTY TRUST    
205887102 CONAGRA BRANDS INC 5,676 4,729
89151E109 TOTAL FINA ELF S.A. 15,510 18,866
902973304 US BANCORP DEL 11,783 10,560
969457100 WILLIAMS COS INC/THE 10,257 12,922
911312106 UNITED PARCEL SERVIC 7,818 6,761
493267108 KEYCORP NEW COM    
G5960L103 MEDTRONIC PLC SHS 6,428 6,590
693475105 PNC FINANCIAL SERVIC 11,244 10,375
17275R102 CISCO SYSTEMS INC    
G0250X107 AMCOR PLC REG SHS 7,232 5,880
46625H100 J P MORGAN CHASE & C    
189054109 CLOROX CO/THE    
N53745100 LYONDELLBASELL INDUS 11,756 12,455
166764100 CHEVRONTEXACO CORP 5,909 5,668
191216100 COCA-COLA CO/THE 5,499 5,480
29364G103 ENTERGY CORP 7,857 7,589
49177J102 KENVUE INC 5,165 5,469
704326107 PAYCHEX INC 3,549 3,573
80105N105 SANOFI-SYNTHELABO 5,836 5,769
98389B100 XCEL ENERGY INC 5,318 5,572

TY 2023 InvestmentsOtherSchedule2
Name:
MARCIA HYDE CHARITABLE TRUST
EIN:
22-6979693
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
81369Y100 MATERIALS SELECT SEC AT COST 5,067 5,218
92204A405 VANGUARD FINANCIALS AT COST 32,920 42,809
92204A702 VANGUARD INFORMATION AT COST 51,362 83,732
464287556 ISHARES NASDAQ BIOTE AT COST 8,293 8,694
81369Y407 CONSUMER DISCRETIONA AT COST 25,587 32,007
4812C0381 JPMORGAN CORE BOND F AT COST 532,104 465,272
81369Y209 HEALTH CARE SELECT S AT COST 39,677 45,960
81369Y704 INDUSTRIAL SELECT SE AT COST 13,206 18,352
81369Y308 CONSUMER STAPLES SEL AT COST 21,459 22,545
81369Y506 ENERGY SELECT SECTOR AT COST 16,906 21,295
81369Y852 COMM SERVICES SELECT AT COST 25,160 31,607
81369Y860 REAL ESTATE SELECT S AT COST 3,031 3,085
69374H741 PACER BENCHMARK DATA AT COST 2,307 1,967
316092865 FIDELITY MSCI UTILIT AT COST 5,886 5,394
33734X192 FIRST TRUST CLOUD CO AT COST 4,750 5,085
37954Y673 GLOBAL X FUNDS SHS U AT COST 5,061 6,237
78464A532 SPDR S&P TRANSPORTAT      
464288778 ISHARES US REGIONAL      
92189F676 VANECK VECTORS SEMIC AT COST 11,829 15,214
46138E628 INVESCO KBW BANK ETF AT COST 4,444 5,067
464288760 ISHARES US AEROSPACE AT COST 5,257 6,077
46435U713 ISHARES TR AT COST 2,838 2,899

TY 2023 OtherDecreasesSchedule
Name:
MARCIA HYDE CHARITABLE TRUST
EIN:
22-6979693
Description Amount
COST BASIS ADJUSTMENT 123
PY RETURN OF CAPITAL ADJ 325


TY 2023 OtherExpensesSchedule
Name:
MARCIA HYDE CHARITABLE TRUST
EIN:
22-6979693
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT EXPENSES 47 47   0


TY 2023 OtherIncomeSchedule2
Name:
MARCIA HYDE CHARITABLE TRUST
EIN:
22-6979693
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 388 0  


TY 2023 OtherIncreasesSchedule
Name:
MARCIA HYDE CHARITABLE TRUST
EIN:
22-6979693
Description Amount
MUTUAL FUND TIMING ADJ 78


TY 2023 TaxesSchedule
Name:
MARCIA HYDE CHARITABLE TRUST
EIN:
22-6979693
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 635 635   0
FEDERAL ESTIMATES - PRINCIPAL 1,120 0   0