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
SUNITA AND BRIAN PEREIRA FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)75 ARLINGTON ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINCHESTER, MA01890
A Employer identification number

83-2884106
B Telephone number (see instructions)

(617) 429-0695
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$2,293,807J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 33,130 33,130  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,277
b Gross sales price for all assets on line 6a 1,260,768
7 Capital gain net income (from Part IV, line 2)... 10,277
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 43,407 43,407  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,000 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,060 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
725 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,707 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,492 0   0
25 Contributions, gifts, grants paid....... 120,900 120,900
26 Total expenses and disbursements. Add lines 24 and 25 139,392 0   120,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -95,985
b Net investment income (if negative, enter -0-) 43,407
c Adjusted net income (if negative, enter -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............. 66,839 150,248 150,248
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 1,846,320 Click to see attachment
List of Attached Documents:
// Content
1,741,508 		1,963,227
c Investments—corporate bonds (attach schedule)....... 250,483 Click to see attachment
List of Attached Documents:
// Content
163,694 		164,975
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).......... 3,150 Click to see attachment
List of Attached Documents:
// Content
15,357 		15,357
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) 2,166,792 2,070,807 2,293,807
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 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........... 2,166,792 2,070,807
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,166,792 2,070,807
30 Total liabilities and net assets/fund balances (see instructions). 2,166,792 2,070,807
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
2,166,792
2
Enter amount from Part I, line 27a .....................
2
-95,985
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,070,807
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,070,807
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 QUADRATIC INT RTE VOL INFL H P 2023-07-24 2023-09-11
b WISDOMTREE FLOATING RATE TREASURY FD S P 2022-10-18 2023-07-24
c WISDOMTREE FLOATING RATE TREASURY FD S P 2022-10-18 2023-09-11
d ISHARES S&P GLBL HEALTH CARE SECTOR P 2022-11-21 2023-09-11
e ISHARES 7-10 YEAR TREAS BOND P 2023-05-31 2023-07-20
ISHARES IBOXX$ INVT GRADE CORP BD P 2022-03-29 2023-02-13
ISHARES IBOXX$ INVT GRADE CORP BD P 2022-06-09 2023-02-13
ISHARES 20+ YEAR TREASURY BOND ETF P 2022-06-06 2023-03-21
ISHARES US AEROSPACE ETF P 2022-06-09 2023-03-21
ISHARES TR S&P GLOBAL CONSUMER STAPLES P 2022-11-21 2023-03-21
ISHARES 10-20 YEAR TREASURY BOND ETF P 2023-02-13 2023-09-11
ISHARES 3-7 YEAR TREASURY BOND ETF P 2022-06-29 2023-09-11
ISHARES MBS ETF P 2022-06-09 2023-03-21
SPDR S&P DIVIDEND ETF P 2022-03-29 2023-03-21
ISHARES TREASURY FLOATIN RATE BOND P 2022-09-08 2023-03-21
ISHARES TREASURY FLOATIN RATE BOND P 2022-09-08 2023-07-20
INVESCO EXCHANGE-TRADED FD TR P 2023-05-09 2023-07-20
INVESCO EXCHANGE-TRADED FD TR P 2023-05-09 2023-09-11
INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF P 2023-01-10 2023-07-20
INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF P 2023-01-10 2023-09-11
INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-11-17 2023-01-10
INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-11-17 2023-03-21
INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-11-17 2023-07-20
ISHARES MSCI EUROZONE ETF P 2023-05-09 2023-07-20
ISHARES MSCI EUROZONE ETF P 2023-05-09 2023-09-11
VANGUARD INTRMDIATE-TERM CORPORATE BOND P 2022-02-03 2023-01-10
VANGUARD LONG-TERM CORP BOND P 2022-03-23 2023-03-21
SPDR PORTFOLIO SHORT TER CORP BOND ETF P 2022-11-17 2023-01-10
SPDR PORTFOLIO SHORT TER CORP BOND ETF P 2022-11-17 2023-03-21
SPDR PORTFOLIO SHORT TER CORP BOND ETF P 2022-11-17 2023-07-20
SPDR PORTFOLIO SHORT TER CORP BOND ETF P 2022-11-17 2023-09-11
JANUS HENDERSON MORTG BACKED P 2023-05-09 2023-07-20
JANUS HENDERSON MORTG BACKED P 2023-05-09 2023-09-17
JANUS HENDERSON MORTG BACKED P 2023-05-13 2023-09-11
JANUS HENDERSON MORTG BACKED P 2023-07-24 2023-09-11
SPDR S&P GLOBAL NATURAL RESOURCES ETF P 2022-06-09 2023-03-21
SPDR S&P GLOBAL NATURAL RESOURCES ETF P 2022-06-09 2023-05-09
ISHARES MSCI CHINA P 2022-11-21 2023-09-11
VANECK GOLD MINERS ETF MINERS ETF P 2023-01-10 2023-03-21
VANECK GOLD MINERS ETF MINERS ETF P 2023-01-10 2023-07-20
SPDR PORTFOLIO SHORT TER TREASURY ETF P 2023-02-13 2023-03-21
SPDR PORTFOLIO SHORT TER TREASURY ETF P 2023-02-13 2023-07-20
SPDR PORTFOLIO SHORT TER TREASURY ETF P 2023-02-13 2023-09-11
SPDR PORTFOLIO S&P 600 SMALL CAP ETF P 2023-07-24 2023-09-11
SECTOR SPDR CONSMRS STPL P 2022-09-08 2023-03-21
SECTOR SPDR CONSMRS STPL P 2022-09-08 2023-07-20
SECTOR SPDR UTILITIES P 2022-03-29 2023-07-10
SECTOR SPDR UTILITIES P 2022-03-29 2023-03-21
SECTOR SPDR UTILITIES P 2022-03-29 2023-03-21
JANUS DETROIT STREET TR SHS JANUS HEN P 2022-02-14 2023-03-21
JANUS DETROIT STREET TR SHS JANUS HEN P 2022-02-14 2023-07-20
JANUS DETROIT STREET TR SHS JANUS HEN P 2022-02-14 2023-09-11
J.P. MORGAN EXCHANGE- TRADED FD TR S P 2021-12-13 2023-03-21
J.P. MORGAN EXCHANGE- TRADED FD TR S P 2021-12-13 2023-07-20
J.P. MORGAN EXCHANGE- TRADED FD TR S P 2021-12-13 2023-09-11
J.P. MORGAN EXCHANGE- TRADED FD TR S P 2021-12-29 2023-09-11
WISDOMTREE FLOATING RATE TREASURY FD S P 2022-02-03 2023-03-21
WISDOMTREE FLOATING RATE TREASURY FD S P 2022-02-03 2023-07-20
WISDOMTREE FLOATING RATE TREASURY FD S P 2022-02-03 2023-07-24
ISHARES S&P GLBL HEALTH CARE SECTOR P 2022-02-03 2023-03-21
ISHARES S&P GLBL HEALTH CARE SECTOR P 2022-02-03 2023-07-20
ISHARES S&P GLBL HEALTH CARE SECTOR P 2022-02-03 2023-09-11
ISHARES 7-10 YEAR TREAS BOND P 2022-02-03 2023-02-13
ISHARES 20+ YEAR TREASURY BOND ETF P 2022-06-06 2023-07-20
VANGUARD VALUE ETF P 2021-11-11 2023-03-21
VANGUARD VALUE ETF P 2021-11-11 2023-05-09
VANGUARD VALUE ETF P 2021-11-11 2023-07-20
VANGUARD VALUE ETF P 2021-11-11 2023-09-11
VANGUARD MSCI EUROPEAN ETF P 2021-11-11 2023-03-21
VANGUARD MSCI EUROPEAN ETF P 2021-11-11 2023-09-11
VANGUARD MSCI EUROPEAN ETF P 2021-12-29 2023-09-11
VANGUARD MSCI PACIFIC ETF P 2021-07-09 2023-07-10
VANGUARD MSCI PACIFIC ETF P 2021-07-09 2023-03-21
VANGUARD MSCI PACIFIC ETF P 2021-07-09 2023-03-21
VANGUARD MSCI PACIFIC ETF P 2021-07-26 2023-03-21
VANGUARD MSCI PACIFIC ETF P 2021-07-26 2023-07-20
VANGUARD MSCI PACIFIC ETF P 2021-07-26 2023-10-10
ISHARES US AEROSPACE ETF P 2022-06-09 2023-07-20
ISHARES US AEROSPACE ETF P 2022-06-09 2023-09-11
ISHARES TR S&P GLOBAL CONSUMER STAPLES P 2021-12-13 2023-03-21
ISHARES TR S&P GLOBAL CONSUMER STAPLES P 2021-12-13 2023-07-20
ISHARES TR S&P GLOBAL CONSUMER STAPLES P 2021-12-13 2023-09-11
ISHARES TR S&P GLOBAL CONSUMER STAPLES P 2022-06-09 2023-09-11
ISHARES 10-20 YEAR TREASURY BOND ETF P 2022-02-03 2023-03-21
ISHARES 10-20 YEAR TREASURY BOND ETF P 2022-02-03 2023-07-20
ISHARES 10-20 YEAR TREASURY BOND ETF P 2022-07-11 2023-07-20
ISHARES 10-20 YEAR TREASURY BOND ETF P 2022-07-11 2023-07-24
ISHARES 10-20 YEAR TREASURY BOND ETF P 2022-07-11 2023-09-11
ISHARES 3-7 YEAR TREASURY BOND ETF P 2022-06-29 2023-07-20
VANGUARD FTSE ALL WORLD P 2020-03-31 2023-01-10
VANGUARD FTSE ALL WORLD P 2020-04-06 2023-01-10
VANGUARD FTSE ALL WORLD P 2020-04-06 2023-03-21
VANGUARD FTSE ALL WORLD P 2020-04-06 2023-07-20
VANGUARD FTSE ALL WORLD P 2020-08-31 2023-07-20
VANGUARD FTSE ALL WORLD P 2020-08-31 2023-10-10
ISHARES MBS ETF P 2022-06-09 2023-07-20
ISHARES MBS ETF P 2022-06-09 2023-09-11
SPDR S&P DIVIDEND ETF P 2022-03-29 2023-07-20
SPDR S&P DIVIDEND ETF P 2022-03-29 2023-09-11
SPDR S&P DIVIDEND ETF P 2022-06-09 2023-09-11
ISHARES TREASURY FLOATIN RATE BOND P 2022-09-08 2023-10-10
COMM SERVICES SELECT SECTOR P 2021-07-09 2023-03-21
COMM SERVICES SELECT SECTOR P 2021-07-09 2023-05-31
COMM SERVICES SELECT SECTOR P 2021-07-09 2023-07-20
VANGUARD INTRMDIATE-TERM CORPORATE BOND P 2022-02-03 2023-03-21
VANGUARD INTRMDIATE-TERM CORPORATE BOND P 2022-02-03 2023-05-27
VANGUARD INTRMDIATE-TERM CORPORATE BOND P 2022-02-03 2023-07-20
VANGUARD LONG-TERM CORP BOND P 2022-03-23 2023-07-20
VANGUARD LONG-TERM CORP BOND P 2022-03-23 2023-10-10
VANGUARD LONG-TERM CORP BOND P 2022-03-23 2023-10-10
VANGUARD LONG-TERM CORP BOND P 2022-06-06 2023-10-10
VANGUARD LONG-TERM CORP BOND P 2022-06-06 2023-10-10
ISHARES MSCI CHINA P 2019-10-29 2023-03-21
ISHARES MSCI CHINA P 2021-11-11 2023-07-20
ISHARES MSCI CHINA P 2021-11-11 2023-09-11
ISHARES MSCI CHINA P 2021-12-29 2023-09-11
ISHARES MSCI CHINA P 2022-03-29 2023-09-11
ISHARES MSCI CHINA P 2022-07-11 2023-09-11
ISHARES INC MSCI EMERGING MKTS EX CHINA P 2021-01-25 2023-03-21
ISHARES INC MSCI EMERGING MKTS EX CHINA P 2021-01-25 2023-07-20
ISHARES INC MSCI EMERGING MKTS EX CHINA P 2021-01-25 2023-09-11
ISHARES INC MSCI EMERGING MKTS EX CHINA P 2021-01-29 2023-09-11
ISHARES INC MSCI EMERGING MKTS EX CHINA P 2022-02-03 2023-09-11
ISHARES CORE MSCI EUROPE P 2021-11-09 2023-01-10
ISHARES CORE MSCI EUROPE P 2021-11-09 2023-03-21
ISHARES CORE MSCI EUROPE P 2021-11-09 2023-07-20
ISHARES MSCI INTL QUALIT FACTOR ETF P 2020-04-06 2023-03-21
ISHARES MSCI INTL QUALIT FACTOR ETF P 2020-12-28 2023-03-21
ISHARES MSCI INTL QUALIT FACTOR ETF P 2020-12-28 2023-07-20
ISHARES MSCI INTL QUALIT FACTOR ETF P 2021-11-11 2023-07-20
ISHARES MSCI INTL QUALIT FACTOR ETF P 2021-11-11 2023-09-11
ISHARES MSCI INTL QUALIT FACTOR ETF P 2021-12-29 2023-09-11
HEALTH CARE SELECT SPDR P 2020-04-06 2023-01-10
HEALTH CARE SELECT SPDR P 2020-04-06 2023-03-21
HEALTH CARE SELECT SPDR P 2020-04-06 2023-03-21
HEALTH CARE SELECT SPDR P 2021-05-06 2023-07-20
HEALTH CARE SELECT SPDR P 2021-07-09 2023-07-20
HEALTH CARE SELECT SPDR P 2020-04-06 2023-07-20
HEALTH CARE SELECT SPDR P 2020-04-06 2023-07-20
HEALTH CARE SELECT SPDR P 2021-07-09 2023-07-24
CONSUMER DISCRETIONARY SPDR P 2020-12-07 2023-03-21
CONSUMER DISCRETIONARY SPDR P 2020-12-07 2023-05-31
CONSUMER DISCRETIONARY SPDR P 2021-05-06 2023-07-20
CONSUMER DISCRETIONARY SPDR P 2021-07-09 2023-10-10
CONSUMER DISCRETIONARY SPDR P 2021-11-11 2023-05-09
SECTOR SPDR ENERGY P 2021-12-29 2023-05-09
SECTOR SPDR ENERGY P 2021-12-29 2023-05-09
TECHNOLOGY SELECT SECTOR SPDR P 2021-05-06 2023-01-10
TECHNOLOGY SELECT SECTOR SPDR P 2021-05-06 2023-03-21
TECHNOLOGY SELECT SECTOR SPDR P 2021-05-06 2023-03-21
TECHNOLOGY SELECT SECTOR SPDR P 2021-05-06 2023-05-09
TECHNOLOGY SELECT SECTOR SPDR P 2021-07-09 2023-05-09
TECHNOLOGY SELECT SECTOR SPDR P 2021-07-09 2023-05-31
TECHNOLOGY SELECT SECTOR SPDR P 2021-07-09 2023-07-20
TECHNOLOGY SELECT SECTOR SPDR P 2021-07-16 2023-07-20
TECHNOLOGY SELECT SECTOR SPDR P 2021-07-16 2023-10-10
SECTOR SPDR UTILITIES P 2022-03-29 2023-07-20
SECTOR SPDR UTILITIES P 2022-03-29 2023-07-20
SECTOR SPDR UTILITIES P 2022-06-09 2023-07-20
SECTOR SPDR UTILITIES P 2022-06-09 2023-09-11
SECTOR SPDR UTILITIES P 2022-06-29 2023-09-11
SECTOR SPDR UTILITIES P 2022-06-29 2023-10-10
SECTOR SPDR UTILITIES P 2022-08-16 2023-10-10
JP MORGAN GLOBAL ALLOCATION FUND CL I P 2019-01-17 2023-03-21
JP MORGAN GLOBAL ALLOCATION FUND CL I P 2019-01-17 2023-07-20
T ROWE PRICE GLOBAL ALLOCATION FUND CL INV P 2020-06-25 2023-03-21
T ROWE PRICE GLOBAL ALLOCATION FUND CL INV P 2020-06-25 2023-07-20
BLACKROCK GLOBAL ALLOCATION FD INC INSTL P 2019-01-17 2023-03-21
BLACKROCK GLOBAL ALLOCATION FD INC INSTL P 2019-01-17 2023-07-20
BOEING COMPANY P 2023-07-27 2023-12-14
CROWN CASTLE INC SHS P 2022-09-08 2023-07-14
CROWN CASTLE INC SHS P 2022-10-10 2023-07-14
WARNER BROS DISCOVERY INC SERIES SER -A- CL A P 2023-08-07 2023-11-10
ISHARES BIOTECHNOLOGY ETF P 2022-04-04 2023-03-29
SPDR KBW REGIONAL BANKIN ETF P 2023-03-17 2023-08-25
INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-08-10 2023-02-14
INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-08-10 2023-03-29
INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-08-10 2023-04-04
INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-08-10 2023-04-10
INVESCO S&P 500 EQUAL WEIGHT ETF P 2022-08-10 2023-04-25
HUMANA INC P 2023-01-05 2023-03-29
INTUIT INC P 2022-04-04 2023-03-29
ELI LILLY & CO P 2022-04-06 2023-03-29
NVIDIA P 2023-08-25 2023-12-14
SPDR US FINANCIAL SECTOR ETF P 2022-07-21 2023-03-29
UBER TECHNOLOGIES INC P 2023-02-16 2023-12-14
RAYTHEON TECHNOLOGIES CORP P 2022-09-08 2023-03-29
RAYTHEON TECHNOLOGIES CORP P 2022-09-08 2023-08-02
RAYTHEON TECHNOLOGIES CORP P 2022-10-10 2023-08-02
ADOBE INC P 2019-01-17 2023-01-05
ADOBE INC P 2020-03-06 2023-01-05
ADOBE INC P 2021-06-11 2023-01-05
AMAZON COM INC COM P 2020-06-09 2023-12-14
BLACKSTONE INC P 2019-08-02 2023-12-14
BERKSHIRE HATHAWAY INC DEL CL B NEW P 2019-01-17 2023-03-29
BERKSHIRE HATHAWAY INC DEL CL B NEW P 2019-01-17 2023-12-14
CHARLES RIVER LABS INTL P 2019-01-17 2023-11-10
CHARLES RIVER LABS INTL P 2021-06-11 2023-11-10
DANAHER CORP DEL COM P 2015-07-30 2023-03-29
EMERSON ELEC CO P 2020-02-20 2023-03-29
EMERSON ELEC CO P 2020-02-20 2023-12-14
EMERSON ELEC CO P 2020-05-11 2023-12-14
META PLATFORMS INC CLASS A COMMON STOCK P 2019-07-25 2023-12-14
ISHARES CORE S&P SMALL CAP ETF P 2020-04-20 2023-03-29
ISHARES CORE S&P SMALL CAP ETF P 2020-04-20 2023-12-14
ISHARES BIOTECHNOLOGY ETF P 2022-04-04 2023-08-07
SPDR PORTFOLIO S&P 500 VALUE ETF P 2021-03-03 2023-02-16
SPDR PORTFOLIO S&P 500 VALUE ETF P 2021-04-29 2023-02-16
SPDR PORTFOLIO S&P 500 VALUE ETF P 2021-06-04 2023-02-16
SPDR PORTFOLIO S&P 500 VALUE ETF P 2021-06-11 2023-02-16
SPDR PORTFOLIO S&P 500 VALUE ETF P 2021-06-11 2023-03-29
SPDR PORTFOLIO S&P 500 VALUE ETF P 2021-06-11 2023-05-24
SPDR KBW REGIONAL BANKIN ETF P 2022-08-03 2023-08-25
INVESCO S&P 500 PURE VALUE ETF P 2022-02-17 2023-03-29
INVESCO S&P 500 PURE VALUE ETF P 2022-02-17 2023-04-04
INVESCO S&P 500 PURE VALUE ETF P 2022-03-18 2023-04-04
INVESCO S&P 500 PURE VALUE ETF P 2022-03-18 2023-05-24
GOLDMAN SACHS GROUP INC P 2020-06-24 2023-03-29
GOLDMAN SACHS GROUP INC P 2020-06-24 2023-12-14
HONEYWELL INTL INC DEL P 2014-10-15 2023-03-29
HONEYWELL INTL INC DEL P 2017-01-09 2023-03-29
HONEYWELL INTL INC DEL P 2017-01-10 2023-03-29
HDFC BANK LTD ADR P 2019-01-17 2023-03-29
IQVIA HLDGS INC P 2020-07-29 2023-03-29
IQVIA HLDGS INC P 2020-07-29 2023-06-05
IQVIA HLDGS INC P 2021-06-11 2023-06-05
ISHARES RS 2000 VALUE P 2021-03-03 2023-03-29
ISHARES RS 2000 VALUE P 2021-03-03 2023-07-28
ISHARES RS 2000 VALUE P 2021-03-03 2023-09-15
ISHARES RS 2000 VALUE P 2021-06-11 2023-09-15
IDEXX LAB INC DEL $0.10 P 2019-01-17 2023-03-29
IDEXX LAB INC DEL $0.11 P 2019-01-17 2023-12-14
PACER US CASH COWS100 P 2022-02-17 2023-03-29
PACER US CASH COWS100 P 2022-02-17 2023-12-14
GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND ETF P 2021-08-09 2023-03-29
GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND ETF P 2021-08-09 2023-10-26
GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND ETF P 2022-03-28 2023-10-26
INTUIT INC P 2022-04-04 2023-12-14
ELI LILLY & CO P 2023-04-06 2023-12-14
ELI LILLY & CO P 2023-04-07 2023-12-14
MICROSOFT CORP P 2017-06-28 2023-03-29
MICROSOFT CORP P 2020-04-01 2023-03-29
MICROSOFT CORP P 2020-04-01 2023-12-14
PFIZER INC P 2022-01-06 2023-03-29
PFIZER INC P 2022-01-06 2023-07-27
SPDR US FINANCIAL SECTOR ETF P 2022-07-21 2023-09-15
SPDR US FINANCIAL SECTOR ETF P 2022-07-21 2023-12-14
SECTOR SPDR INDUSTRIAL P 2020-11-02 2023-07-05
SECTOR SPDR INDUSTRIAL P 2021-06-11 2023-01-05
THERMO FISHER SCIENTIFIC INC P 2014-10-15 2023-03-29
THERMO FISHER SCIENTIFIC INC P 2020-03-16 2023-03-29
VERAL TO CORP REG SHS P 2015-07-30 2023-10-09
VERAL TO CORP REG SHS P 2015-07-30 2023-10-16
VERAL TO CORP REG SHS P 2015-12-08 2023-10-16
VERAL TO CORP REG SHS P 2016-07-07 2023-10-16
VERAL TO CORP REG SHS P 2016-07-07 2023-10-16
VERAL TO CORP REG SHS P 2021-06-11 2023-10-16
ZOETIS INC P 2019-01-17 2023-03-29
ZOETIS INC P 2019-01-17 2023-12-14
WALMART INC P 2022-03-17 2023-03-29
ISHARES S&P 500 VALUE P 2021-01-25 2023-03-29
ISHARES CORE S&P SMALL CAP ETF P 2021-01-25 2023-03-29
ISHARES CORE S&P SMALL CAP ETF P 2021-09-08 2023-03-29
ISHARES RUSSELL 7000 VALUE P 2021-01-25 2023-03-29
SPDR KBW REGIONAL BANKIN ETF P 2021-02-16 2023-03-29
ISHARES MSCI EAFE SMALL CAP P 2021-01-25 2023-03-29
ISHARES MSCI EAFE SMALL CAP P 2021-03-22 2023-03-29
INVESCO CHINA TECH ETF P 2021-12-29 2023-03-29
ISHARES RS 2000 VALUE P 2021-01-25 2023-03-29
ISHARES TR RUSSELL 2000 P 2021-01-25 2023-03-29
GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND ETF P 2021-08-12 2023-03-29
ISHARES CORE MSCI EUROPE P 2021-11-22 2023-03-29
ARK NEXT GENERATION INTERNET ETF P 2021-12-29 2023-03-29
ARK GENOMIC REVOLUTION ETF P 2021-12-29 2023-03-29
MATERIALS SELECT SECTOR SPDR FUND P 2021-05-12 2023-03-29
MATERIALS SELECT SECTOR SPDR FUND P 2021-07-30 2023-03-29
SPDR US FINANCIAL SECTOR ETF P 2021-02-26 2023-03-29
SECTOR SPDR INDUSTRIAL P 2021-05-12 2023-03-29
SECTOR SPDR INDUSTRIAL P 2021-07-30 2023-03-29
GOG PARTNERS EMERGING MKTS EO FD CL INSTL P 2021-12-29 2023-03-29
ALBANY INTL CRP NEW CL A P 2023-04-03 2023-06-01
ALBANY INTL CRP NEW CL A P 2023-04-03 2023-06-02
ALBANY INTL CRP NEW CL A P 2023-04-03 2023-06-05
ALBANY INTL CRP NEW CL A P 2023-04-03 2023-06-06
ALBANY INTL CRP NEW CL A P 2023-04-03 2023-06-07
ALBANY INTL CRP NEW CL A P 2023-04-03 2023-06-29
ALBANY INTL CRP NEW CL A P 2023-04-03 2023-07-05
ALBANY INTL CRP NEW CL A P 2023-04-03 2023-07-07
ALBANY INTL CRP NEW CL A P 2023-04-03 2023-07-11
ALBANY INTL CRP NEW CL A P 2023-04-03 2023-07-12
BLACK KNIGHT HOLDCO CORP REG SHS P 2023-04-03 2023-08-22
BLACK KNIGHT HOLDCO CORP REG SHS P 2023-04-03 2023-08-23
CONMED CORP P 2023-04-03 2023-06-30
CONMED CORP P 2023-04-03 2023-07-03
CONMED CORP P 2023-04-03 2023-07-05
CONMED CORP P 2023-04-03 2023-07-09
DR HORTON INC P 2023-04-03 2023-04-06
DR HORTON INC P 2023-04-03 2023-04-10
DIODES INC P 2023-04-03 2023-06-07
DIODES INC P 2023-04-03 2023-06-02
DIODES INC P 2023-04-03 2023-06-05
DIODES INC P 2023-04-03 2023-06-06
DIODES INC P 2023-04-03 2023-06-07
FIRSTCASH HLDGS INC P 2023-04-03 2023-06-30
FIRSTCASH HLDGS INC P 2023-04-03 2023-07-03
FORMFACTOR INC P 2023-04-03 2023-11-01
FORMFACTOR INC P 2023-04-03 2023-11-02
FORMFACTOR INC P 2023-04-03 2023-11-03
FORMFACTOR INC P 2023-04-03 2023-11-06
HUDSON PAC PPTYS INC P 2023-04-03 2023-06-29
HUDSON PAC PPTYS INC P 2023-04-03 2023-06-30
HUDSON PAC PPTYS INC P 2023-04-03 2023-07-03
HOULIHAN LOKEY INC P 2023-04-03 2023-06-01
HOULIHAN LOKEY INC P 2023-04-03 2023-06-02
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-02
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-05
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-06
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-07
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-08
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-12
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-13
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-14
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-15
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-16
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-20
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-21
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-22
HORACE MANN EDUCTRS NEW P 2023-04-03 2023-06-23
ON SEMICONDUCTOR CRP COM P 2023-04-03 2023-04-06
PHINIA INC REG SHS WHEN ISSUED P 2023-04-03 2023-07-11
SYNEOS HEALTH INC P 2023-04-03 2023-06-05
SYNEOS HEALTH INC P 2023-04-03 2023-06-06
SYNEOS HEALTH INC P 2023-04-03 2023-06-07
CAPITAL GAINS 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 3,190 0 3,186 4
b 757 0 755 2
c 8,365 0 8,360 5
d 3,828 0 3,777 51
e 482 0 490 -8
5,182 0 5,800 -618
3,347 0 3,472 -125
1,152 0 1,255 -103
226 0 208 18
2,559 0 2,575 -16
7,831 0 8,507 -676
1,516 0 1,542 -26
847 0 883 -36
604 0 646 -42
657 0 655 2
911 0 907 4
300 0 258 42
4,082 0 3,610 472
1,659 0 1,691 -32
1,408 0 1,323 85
25,424 0 24,698 726
1,971 0 1,987 -16
6,608 0 6,103 505
281 0 277 4
2,372 0 2,492 -120
2,459 0 2,790 -331
1,022 0 1,193 -171
18,237 0 18,114 123
2,094 0 2,081 13
1,529 0 1,524 5
21,345 0 21,338 7
273 5 278 0
2,481 0 2,593 -112
266 0 279 -13
2,879 0 2,967 -88
388 0 432 -44
2,902 0 3,213 -311
2,309 0 2,251 58
300 0 318 -18
1,584 0 1,588 -4
320 0 318 2
403 0 405 -2
3,817 0 3,845 -28
2,243 0 2,383 -140
726 0 729 -3
1,202 0 1,167 35
214 0 220 -6
393 0 441 -48
197 0 220 -23
640 0 656 -16
549 0 555 -6
5,667 0 5,701 -34
421 0 509 -88
312 0 340 -28
3,425 0 3,734 -309
156 0 165 -9
1,512 0 1,508 4
1,161 0 1,156 5
2,373 0 2,362 11
489 0 509 -20
517 0 509 8
851 0 849 2
5,728 0 6,615 -887
1,525 0 1,711 -186
408 0 435 -27
1,242 0 1,306 -64
291 0 290 1
2,141 0 2,177 -36
295 0 347 -52
2,343 0 2,707 -364
120 0 137 -17
1,051 0 1,317 -266
131 0 176 -45
66 0 82 -16
1,116 0 1,391 -275
1,708 0 1,964 -256
134 30 164 0
234 0 208 26
1,978 0 1,870 108
538 0 562 -24
617 0 625 -8
2,143 0 2,249 -106
1,131 0 1,108 23
2,249 0 2,849 -600
1,096 0 1,425 -329
1,206 0 1,321 -115
3,066 0 3,363 -297
15,765 0 18,374 -2,609
2,192 0 2,254 -62
842 0 653 189
894 0 700 194
1,553 0 1,235 318
2,000 0 1,482 518
56 0 52 4
156 0 155 1
650 0 686 -36
6,887 0 7,453 -566
502 0 517 -15
1,807 0 1,939 -132
2,891 0 3,016 -125
101 0 101 0
902 0 1,305 -403
1,059 0 1,387 -328
934 0 1,142 -208
1,110 0 1,260 -150
3,407 0 3,870 -463
868 0 990 -122
1,169 0 1,377 -208
283 0 389 -106
1,272 380 1,652 0
283 51 334 0
3,039 0 3,588 -549
523 0 646 -123
363 0 565 -202
222 0 353 -131
89 0 122 -33
710 0 876 -166
1,243 0 1,490 -247
336 0 420 -84
213 0 240 -27
1,691 0 1,978 -287
51 0 61 -10
871 0 1,026 -155
453 0 539 -86
203 0 239 -36
270 0 299 -29
238 0 181 57
272 0 284 -12
398 0 391 7
72 0 80 -8
4,936 0 5,676 -740
174 0 197 -23
1,075 0 722 353
382 0 271 111
1,402 0 993 409
944 0 857 87
809 0 771 38
270 0 181 89
539 0 361 178
2,173 0 2,056 117
726 0 786 -60
302 0 314 -12
691 0 704 -13
488 58 547 -1
1,372 0 983 389
81 0 56 25
81 0 56 25
760 0 825 -65
1,735 0 1,651 84
434 0 413 21
301 0 275 26
3,611 0 3,625 -14
3,965 0 3,625 340
889 0 755 134
889 0 754 135
847 0 754 93
200 0 220 -20
133 0 147 -14
667 0 729 -62
127 0 146 -19
697 0 760 -63
2,043 0 2,419 -376
409 0 544 -135
8,011 0 8,043 -32
11,795 0 11,264 531
2,525 0 2,509 16
4,279 0 3,986 293
7,331 0 7,729 -398
12,514 0 12,451 63
2,561 0 2,353 208
8,674 0 12,901 -4,227
9,252 0 10,501 -1,249
15,376 0 21,503 -6,127
4,845 0 5,106 -261
7,660 0 7,673 -13
17,681 0 17,222 459
2,959 0 3,118 -159
22,851 0 23,755 -904
10,903 0 11,284 -381
5,610 0 5,790 -180
2,895 0 2,930 -35
2,560 0 2,965 -405
6,094 0 5,435 659
3,362 0 3,215 147
4,048 0 4,177 -129
11,110 0 6,469 4,641
3,219 0 2,850 369
10,081 0 10,018 63
9,646 0 9,364 282
5,261 0 3,868 1,393
5,919 0 5,977 -58
3,617 0 5,902 -2,285
1,912 0 1,654 258
9,295 0 3,037 6,258
18,869 0 12,242 6,627
5,369 0 2,962 2,407
11,527 0 7,900 3,627
2,581 0 5,261 -2,680
5,948 0 1,672 4,276
4,551 0 3,912 639
1,638 0 1,232 406
193 0 111 82
19,981 0 11,971 8,010
1,889 0 1,168 721
853 0 467 386
21,860 0 23,248 -1,388
7,649 0 6,762 887
10,018 0 9,528 490
1,205 0 1,176 29
540 0 523 17
1,230 0 1,248 -18
12,323 0 12,314 9
17,787 0 26,212 -8,425
3,827 0 4,342 -515
8,771 0 9,853 -1,082
13,825 0 15,633 -1,808
10,541 0 12,355 -1,814
2,553 0 1,604 949
2,307 0 1,203 1,104
377 0 159 218
3,204 0 1,925 1,279
3,204 0 1,926 1,278
3,859 0 3,017 842
770 0 640 130
16,281 0 12,800 3,481
1,221 0 1,444 -223
805 0 944 -139
3,000 0 3,145 -145
21,081 0 23,589 -2,508
6,184 0 7,530 -1,346
1,462 0 594 868
1,110 0 396 714
3,727 0 3,888 -161
1,562 0 1,440 122
4,122 0 3,956 166
18,501 0 17,151 1,350
4,410 0 4,371 39
6,596 0 5,437 1,159
6,859 0 3,623 3,236
12,574 0 6,854 5,720
1,676 0 413 1,263
1,955 0 1,065 890
4,021 0 1,674 2,347
522 0 720 -198
28,336 0 42,701 -14,365
25,336 0 23,724 1,612
3,074 0 2,676 398
24,145 0 19,165 4,980
6,085 0 6,400 -315
12,836 0 2,481 10,355
8,930 0 4,614 4,316
25 0 8 17
272 0 89 183
99 0 34 65
198 0 75 123
718 0 273 445
569 0 660 -91
8,194 0 4,194 4,000
5,621 0 2,349 3,272
3,881 0 3,912 -31
29,059 0 25,258 3,801
36,861 0 39,189 -2,328
11,814 0 13,826 -2,012
31,176 0 28,982 2,194
4,309 0 6,148 -1,839
10,094 0 11,941 -1,847
3,209 0 4,013 -804
14,090 0 18,076 -3,986
23,234 0 24,506 -1,272
35,967 0 43,615 -7,648
13,407 0 13,310 97
7,798 0 8,869 -1,071
4,673 0 10,852 -6,179
5,188 0 10,842 -5,654
5,342 0 5,898 -556
1,257 0 1,343 -86
5,807 0 5,860 -53
8,331 0 8,637 -306
1,587 0 1,653 -66
10,481 0 14,018 -3,537
86 0 89 -3
180 0 177 3
88 0 89 -1
179 0 177 2
366 0 355 11
93 0 89 4
91 0 89 2
180 0 177 3
90 0 89 1
91 0 89 2
1,489 0 1,147 342
818 0 631 187
137 0 102 35
402 0 305 97
131 0 102 29
129 0 102 27
861 0 880 -19
384 0 391 -7
91 0 91 0
273 0 274 -1
176 0 182 -6
179 0 182 -3
371 0 365 6
187 0 190 -3
94 0 95 -1
200 0 183 17
133 0 122 11
168 0 153 15
68 0 61 7
62 0 92 -30
215 0 335 -120
79 0 118 -39
175 0 174 1
450 0 434 16
31 0 34 -3
92 0 101 -9
63 0 67 -4
64 0 67 -3
95 0 101 -6
62 0 67 -5
63 0 67 -4
61 0 67 -6
118 0 135 -17
243 0 269 -26
60 0 67 -7
89 0 101 -12
118 0 135 -17
29 0 34 -5
604 0 643 -39
268 0 296 -28
208 0 175 33
873 0 736 137
1,082 0 912 170
6,298     6,298
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       4
b       2
c       5
d       51
e       -8
      -618
      -125
      -103
      18
      -16
      -676
      -26
      -36
      -42
      2
      4
      42
      472
      -32
      85
      726
      -16
      505
      4
      -120
      -331
      -171
      123
      13
      5
      7
      0
      -112
      -13
      -88
      -44
      -311
      58
      -18
      -4
      2
      -2
      -28
      -140
      -3
      35
      -6
      -48
      -23
      -16
      -6
      -34
      -88
      -28
      -309
      -9
      4
      5
      11
      -20
      8
      2
      -887
      -186
      -27
      -64
      1
      -36
      -52
      -364
      -17
      -266
      -45
      -16
      -275
      -256
      0
      26
      108
      -24
      -8
      -106
      23
      -600
      -329
      -115
      -297
      -2,609
      -62
      189
      194
      318
      518
      4
      1
      -36
      -566
      -15
      -132
      -125
      0
      -403
      -328
      -208
      -150
      -463
      -122
      -208
      -106
      0
      0
      -549
      -123
      -202
      -131
      -33
      -166
      -247
      -84
      -27
      -287
      -10
      -155
      -86
      -36
      -29
      57
      -12
      7
      -8
      -740
      -23
      353
      111
      409
      87
      38
      89
      178
      117
      -60
      -12
      -13
      -1
      389
      25
      25
      -65
      84
      21
      26
      -14
      340
      134
      135
      93
      -20
      -14
      -62
      -19
      -63
      -376
      -135
      -32
      531
      16
      293
      -398
      63
      208
      -4,227
      -1,249
      -6,127
      -261
      -13
      459
      -159
      -904
      -381
      -180
      -35
      -405
      659
      147
      -129
      4,641
      369
      63
      282
      1,393
      -58
      -2,285
      258
      6,258
      6,627
      2,407
      3,627
      -2,680
      4,276
      639
      406
      82
      8,010
      721
      386
      -1,388
      887
      490
      29
      17
      -18
      9
      -8,425
      -515
      -1,082
      -1,808
      -1,814
      949
      1,104
      218
      1,279
      1,278
      842
      130
      3,481
      -223
      -139
      -145
      -2,508
      -1,346
      868
      714
      -161
      122
      166
      1,350
      39
      1,159
      3,236
      5,720
      1,263
      890
      2,347
      -198
      -14,365
      1,612
      398
      4,980
      -315
      10,355
      4,316
      17
      183
      65
      123
      445
      -91
      4,000
      3,272
      -31
      3,801
      -2,328
      -2,012
      2,194
      -1,839
      -1,847
      -804
      -3,986
      -1,272
      -7,648
      97
      -1,071
      -6,179
      -5,654
      -556
      -86
      -53
      -306
      -66
      -3,537
      -3
      3
      -1
      2
      11
      4
      2
      3
      1
      2
      342
      187
      35
      97
      29
      27
      -19
      -7
      0
      -1
      -6
      -3
      6
      -3
      -1
      17
      11
      15
      7
      -30
      -120
      -39
      1
      16
      -3
      -9
      -4
      -3
      -6
      -5
      -4
      -6
      -17
      -26
      -7
      -12
      -17
      -5
      -39
      -28
      33
      137
      170
      6,298
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 10,277
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) 1 603
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........................... 3 603
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- ..... 5 603
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,071
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,071
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 4,468
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,468 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowMA
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 arrowTHE FOUNDATION Telephone no.right arrow (617) 429-0695

Located atright arrow75 ARLINGTON STWINCHESTERMA ZIP+4right arrow01890
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)
 
No
(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
 
 
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
BRIAN PEREIRA TRUSTEE
1.00 		0 0 0
75 ARLINGTON STREET
WINCHESTER,MA01890
SUNITA PEREIRA TRUSTEE
1.00 		0 0 0
75 ARLINGTON STREET
WINCHESTER,MA01890
NATASHA VP SOMMERFELD DIRECTOR
1.00 		0 0 0
174 VALENTINE STREET
WEST NEWTON,MA02465
NIKHIL L PEREIRA-KAMATH DIRECTOR
1.00 		0 0 0
212 WEST SPRINGFIELD STREET APT NO
2
BOSTON,MA02118
SHUBHA RAMANI DIRECTOR
1.00 		0 0 0
100 STANLEY ROAD
WABAN,MA02468
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 arrow0
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
2,110,148
b
Average of monthly cash balances.......................
1b
81,974
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,192,122
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
2,192,122
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,882
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,159,240
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
107,962
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
107,962
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
603
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
603
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
107,359
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
107,359
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
107,359
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
120,900
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
120,900
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 7 107,359
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......  
b From 2019......  
c From 2020...... 34,387
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 34,387
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 120,900
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..... 107,359
e Remaining amount distributed out of corpus 13,541
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 47,928
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		47,928
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 34,387
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 13,541
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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

PEAKS ISLAND CHILDREN'S WORKSHOP

PO BOX 80
PEAKS ISLAND,ME04108 		  PC SUPPORTING CHILDREN'S DEVELOPMENT 250

PEAKS ISLAND HEALTH CENTER

PO BOX 52
PEAKS ISLAND,ME04108 		  PC HEALTHCARE ASSISTANCE 100

PINE STREET INN

444 HARRISON AVE
BOSTON,MA02118 		  PC HOUSING, FOOD, AND OTHER SUPPORTS FOR HOMELESS POPULATION IN BOSTON 100

PRINCETON UNIVERSITY

PO BOX 5357
PRINCETON,NJ085435357 		  PC EDUCATION 1,000

SALVATION ARMY

25 SHAWMUT RD
CANTON,MA02021 		  PC SUPPORT OF UNDERPRIVILEGED WITH HOUSING, FOOD, LIVELIHOOD SUPPORT 250

SPECIAL OLYMPICS

2600 VIRGINIA AVE NW 11TH FLOOR
WASHINGTON,DC20037 		  PC SUPPORTS SPORTS FOR OTHERWISE CHALLENGED CHILDREN AND ADULTS 5,000

ST CHRISTOPHER'S PARISH

PO BOX 37
PEAKS ISLAND,ME04108 		  PC HEATING AND MAINTAINENCE 5,000

PEABODY ESSEX MUSEUM

161 ESSEX ST
SALEM,MA01970 		  PC NAMING OF MUSEUM SKYBRIDGE 60,000

ST EULALIA'S PARISH

50 RIDGE STREET
WINCHESTER,MA01890 		  PC PHILANTHROPIC EFFORTS OF THE CATHOLIC CHURCH 100

TRUSTEES OF TUFTS COLLEGE

419 BOSTON AVE
MEDFORD,MA02155 		  PC ESTABLISHED AN ENDOWED CHAIR IN NEPHROLOGY AT TUFTS UNIVERSITY SCHOOL OF MEDICINE 10,000

WBUR

890 COMMONWEALTH AVE 3RD FL
BOSTON,MA02215 		  PC SUPPORTING NEWS GATHERING AND DISSEMINATION 250

WGBH

PO BOX 55875
BOSTON,MA02205 		  PC SUPPORTING NEWS GATHERING AND DISSEMINATION 250

THE AKSHAY PATRA USA

6800 OWENSMOUTH AVE SUITE 23
CANOGA PARK,CA91303 		  PC FREE MIDDAY SCHOOL MEALS FOR UNDERPRIVILEDGED CHILDREN, INDIA 2,500

NATIONAL KIDNEY FOUNDATION

30 E 33RD ST
NEW YORK,NY10016 		  PC SUPPORT THE WORK OF NKF IN ADVOCACY, EDUCATION, RESEARCH 500

AMERICAN INDIA FOUNDATION

216 EAST 45TH ST 7TH FL
NEW YORK,NY10017 		  PC LIVELIHOOD, SKILLS TRAINING, HEALTHCARE TO IMPROVE HUMAN CAPITAL 25,000

DOCTORS WITHOUT BORDERS

POBOX 5030
HAGERSTOWN,MD21741 		  PC PROVIDES CARE TO VICTIMS OF WAR, CONFLICT, STRIFE AND NATURAL DISASTERSECT 250

EAST INDIA MARINE ASSOCIATION PEM

161 ESSEX ST
SALEM,MA01970 		  PC SUPPORT OF MUSEUM ACTIVITIES 10,000

FRIENDS OF TEIA

PO BOX 87
PEAKS ISLAND,ME04108 		  PC EDUCATIONAL GRANTS AND SCHOLARSHIPS TO CHILDREN OF PEAKS ISLAND FOR HIGHER EDUCATION 250

WOUNDED WARRIOR PROJECT

PO BOX 758541
TOPEKA,KS66675 		  PC LIVELIHOOD AND SUPPORT FOR WOUNDED VETERANS 100
Total .................................right arrow 3a 120,900
bApproved for future payment
Total ................................. right arrow 3b 0
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 33,130  
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 ............ 		    14 6,298 3,979
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 39,428 3,979
13Total. Add line 12, columns (b), (d), and (e)..................
13
43,407
(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.)
8 STOCK SALES FROM MERRILL LYNCH
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL & ACCOUNTING 5,000 0   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME SECURITIES 163,694 164,975

TY 2023 InvestmentsCorpStockSchedule
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY SECCURITIES 1,741,508 1,963,227

TY 2023 InvestmentsOtherSchedule2
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS FMV 15,357 15,357

TY 2023 OtherExpensesSchedule
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 35 0   0
MISCELLANEOUS EXPENSE 2,672 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER FEES 10,060 0   0


TY 2023 TaxesSchedule
Name:
SUNITA AND BRIAN PEREIRA FAMILY
 
FOUNDATION
EIN:
83-2884106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 725 0   0