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 05-01-2023 , and ending 04-30-2024
Name of foundation
CONSTANTINE C AND HELEN POUGIALIS ANASTASKIS
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 11647
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35202
A Employer identification number

61-6423302
B Telephone number (see instructions)

(205) 820-3141
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$339,602J 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... 13,273 13,273  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,390
b Gross sales price for all assets on line 6a 180,178
7 Capital gain net income (from Part IV, line 2)... 2,390
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).......      
12 Total. Add lines 1 through 11........ 15,663 15,663  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,250 9,800   2,450
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)....... Click to see attachment
List of Attached Documents:
// Content
1,000 0 0 1,000
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
2,384 187   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,634 9,987 0 3,450
25 Contributions, gifts, grants paid....... 147,312 147,312
26 Total expenses and disbursements. Add lines 24 and 25 162,946 9,987 0 150,762
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -147,283
b Net investment income (if negative, enter -0-) 5,676
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 7,697 7,275 7,275
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).......      
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).......... 447,352 Click to see attachment
List of Attached Documents:
// Content
300,465 		332,327
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) 455,049 307,740 339,602
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........ 455,049 307,740
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)..... 455,049 307,740
30 Total liabilities and net assets/fund balances (see instructions). 455,049 307,740
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
455,049
2
Enter amount from Part I, line 27a .....................
2
-147,283
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
307,766
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
26
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
307,740
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 3. CHEVRON CORP   2023-02-28 2023-05-23
b 6. CHEVRON CORP   2001-07-25 2023-05-23
c 11. COCA-COLA CO/THE   2023-02-28 2023-05-23
d 3. HUBBELL INC   2023-02-28 2023-05-23
e 9. METLIFE INC COM   2023-02-28 2023-05-23
42. TRUIST FINL CORP   2023-02-28 2023-05-23
4. EVEREST RE GROUP LTD   2023-02-28 2023-05-23
104.406 BLACKROCK FDS   2020-09-08 2023-07-17
261.242 CALAMOS INVT TR NEW   2016-06-01 2023-07-17
94.345 JPMORGAN TR I   2018-07-09 2023-07-17
1145.356 DEUTSCHE DWS MKT TR   2023-03-01 2023-08-09
44. AT&T INC   2023-02-28 2023-10-06
3. AIR PRODS & CHEMS INC   2023-02-28 2023-10-06
7. ALLIANT ENERGY CORP   2018-07-09 2023-10-06
287.372 AMERICAN BEACON FDS   2021-03-11 2023-10-06
1266.594 BAIRD FDS INC   2021-05-17 2023-10-06
1. BLACKROCK INC   2011-09-14 2023-10-06
189.495 BLACKROCK FDS   2020-09-08 2023-10-06
4. CME GROUP INC   2023-02-28 2023-10-06
6. CVS HEALTH CORP   2019-03-28 2023-10-06
424.761 CALAMOS INVT TR NEW   2016-06-01 2023-10-06
3. CHEVRON CORP   2001-07-25 2023-10-06
5. CISCO SYSTEMS INC   2020-09-08 2023-10-06
10. COCA-COLA CO/THE   2023-02-28 2023-10-06
19. COMCAST CORP NEW   2018-10-10 2023-10-06
3. CONOCOPHILLIPS   2020-09-08 2023-10-06
6. CROWN CASTLE INTL CORP NEW   2023-02-28 2023-10-06
3. DARDEN RESTAURANTS INC   2023-05-23 2023-10-06
19. EXELON CORP   2023-02-28 2023-10-06
3. EXXON MOBIL CORP   2023-02-28 2023-10-06
8. EXXON MOBIL CORP   1985-08-12 2023-10-06
7. FIDELITY NATL INFORMATION SVCS INC   2023-02-28 2023-10-06
1717.067 FIDELITY SALEM STR TR   2021-03-17 2023-10-06
93.971 GMO TR   2021-07-06 2023-10-06
3. GALLAGHER ARTHUR J & CO   2018-04-02 2023-10-06
2. GENERAL DYNAMICS CORP   2023-02-28 2023-10-06
5. GENUINE PARTS CO   2023-02-28 2023-10-06
2. HERSHEY CO   2023-02-28 2023-10-06
1. HOME DEPOT INC   2018-07-09 2023-10-06
3. HONEYWELL INTL INC   2023-02-28 2023-10-06
1. HUBBELL INC   2023-02-28 2023-10-06
190. ISHARES TR   2019-01-10 2023-10-06
175. ISHARES TR MSCI EAFE INDEX FD   2023-08-09 2023-10-06
48. ISHARES TR MSCI EAFE INDEX FD   2020-08-11 2023-10-06
29. ISHARES CORE S&P MIDCAP ETF   2023-03-06 2023-10-06
65. ISHARES CORE S&P SMALL-CAP E   2023-03-06 2023-10-06
6. JPMORGAN CHASE & CO   2005-08-31 2023-10-06
176.502 JPMORGAN TR I   2018-07-09 2023-10-06
6. JOHNSON & JOHNSON   2023-02-28 2023-10-06
718.13 JPMORGAN TR II   2023-02-28 2023-10-06
2. LILLY ELI & CO   2023-02-28 2023-10-06
3. MCDONALDS CORP   2023-02-28 2023-10-06
8. MERCK & CO INC   2011-04-07 2023-10-06
140.396 MERGER FD   2021-07-06 2023-10-06
8. METLIFE INC COM   2023-02-28 2023-10-06
7. MICROSOFT CORP COM   2002-04-03 2023-10-06
7. MONDELEZ INTL INC   2023-02-28 2023-10-06
12. NEXTERA ENERGY INC   2023-05-23 2023-10-06
5. PNC BANK CORP   2023-02-28 2023-10-06
3. PACKAGING CORP AMER   2023-02-28 2023-10-06
138.752 PGIM HIGH YIELD FUND   2023-03-01 2023-10-06
715.722 PGIM HIGH YIELD FUND   2021-05-10 2023-10-06
2. QUALCOMM INC   2016-06-01 2023-10-06
2. STRYKER CORP   2023-02-28 2023-10-06
5. SYSCO CORP   2023-02-28 2023-10-06
10. TJX COMPANIES INC   2023-02-28 2023-10-06
3. TEXAS INSTRS INC   2019-04-08 2023-10-06
241.476 ABSOLUTE CONVERT ARBIT-INST   2023-07-17 2023-10-06
3. UNION PAC CORP   2023-02-28 2023-10-06
2. UNITEDHEALTH GROUP INC   2023-02-28 2023-10-06
26.645 VANGUARD TOTAL INTL BND-ADM   2023-03-01 2023-10-06
75.886 VANGUARD TOTAL INTL BND-ADM   2021-05-11 2023-10-06
20. VERIZON COMMUNICATIONS COM   1985-08-12 2023-10-06
4. WALMART STORES INC COM   2016-09-21 2023-10-06
5. WASTE MGMT INC DEL COM   2018-07-09 2023-10-06
9. XCEL ENERGY INC   2023-02-28 2023-10-06
1. EVEREST RE GROUP LTD   2023-02-28 2023-10-06
2. CHUBB LIMITED COM   2023-02-28 2023-10-06
2. TE CONNECTIVITY LTD   2023-02-28 2023-10-06
4. LYONDELLBASELL INDU-CL A   2023-02-28 2023-10-06
6. ALLIANT ENERGY CORP   2018-07-09 2023-10-16
29.469 AMERICAN BEACON FDS   2021-03-11 2023-10-16
229.341 BAIRD FDS INC   2019-10-30 2023-10-16
20.79 BLACKROCK FDS   2020-09-08 2023-10-16
46.458 CALAMOS INVT TR NEW   2016-06-01 2023-10-16
2. CHEVRON CORP   2001-07-25 2023-10-16
5. COCA-COLA CO/THE   2023-02-28 2023-10-16
2. DARDEN RESTAURANTS INC   2023-05-23 2023-10-16
5. EXXON MOBIL CORP   1985-08-12 2023-10-16
306.096 FIDELITY SALEM STR TR   2019-10-30 2023-10-16
12.3 GMO TR   2021-07-06 2023-10-16
2. GALLAGHER ARTHUR J & CO   2018-04-02 2023-10-16
2. HOME DEPOT INC   2018-07-09 2023-10-16
33. ISHARES TR   2019-01-10 2023-10-16
57. ISHARES TR MSCI EAFE INDEX FD   2020-08-11 2023-10-16
6. ISHARES CORE S&P MIDCAP ETF   2023-03-06 2023-10-16
20. ISHARES CORE S&P SMALL-CAP E   2023-03-06 2023-10-16
3. JPMORGAN CHASE & CO   2005-08-31 2023-10-16
28.116 JPMORGAN TR I   2018-07-09 2023-10-16
130.786 JPMORGAN TR II   2023-02-28 2023-10-16
5. MERCK & CO INC   2011-04-07 2023-10-16
17.441 MERGER FD   2021-07-06 2023-10-16
4. METLIFE INC COM   2023-02-28 2023-10-16
2. MICROSOFT CORP COM   2002-04-03 2023-10-16
4. NEXTERA ENERGY INC   2023-05-23 2023-10-16
6. NEXTERA ENERGY INC   2011-04-07 2023-10-16
141.049 PGIM HIGH YIELD FUND   2021-05-10 2023-10-16
27.372 ABSOLUTE CONVERT ARBIT-INST   2023-07-17 2023-10-16
15.785 VANGUARD TOTAL INTL BND-ADM   2021-05-11 2023-10-16
15. VERIZON COMMUNICATIONS COM   1985-08-12 2023-10-16
4. WALMART STORES INC COM   2016-09-21 2023-10-16
3. WASTE MGMT INC DEL COM   2018-07-09 2023-10-16
2. CHUBB LIMITED COM   2023-02-28 2023-10-16
4. LYONDELLBASELL INDU-CL A   2023-02-28 2023-10-16
297.345 MERGER FD   2021-07-06 2023-12-06
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 472   483 -11
b 944   255 689
c 676   656 20
d 828   756 72
e 467   650 -183
1,314   1,979 -665
1,452   1,540 -88
1,557   1,440 117
3,804   3,344 460
2,650   1,862 788
12,713   12,794 -81
620   832 -212
831   860 -29
331   296 35
2,943   3,288 -345
11,627   14,275 -2,648
640   152 488
2,733   2,613 120
834   743 91
416   325 91
6,189   5,437 752
480   128 352
266   201 65
522   597 -75
821   675 146
341   105 236
535   791 -256
410   482 -72
700   786 -86
317   329 -12
844   45 799
374   449 -75
11,625   14,150 -2,525
2,287   2,428 -141
689   206 483
432   459 -27
712   889 -177
385   481 -96
289   196 93
543   575 -32
299   252 47
7,106   7,708 -602
11,834   12,661 -827
3,246   3,118 128
7,014   7,637 -623
5,914   6,673 -759
857   203 654
4,753   3,484 1,269
942   928 14
4,876   5,142 -266
1,106   624 482
739   793 -54
825   270 555
2,406   2,475 -69
481   578 -97
2,255   196 2,059
438   459 -21
575   893 -318
595   790 -195
455   411 44
620   633 -13
3,199   3,990 -791
219   106 113
526   528 -2
312   377 -65
874   771 103
466   342 124
2,649   2,639 10
602   630 -28
1,045   951 94
507   507  
1,443   1,723 -280
608   212 396
610   289 321
766   413 353
510   589 -79
388   385 3
418   427 -9
245   256 -11
359   387 -28
302   253 49
300   337 -37
2,117   2,571 -454
300   287 13
679   595 84
331   85 246
266   298 -32
276   321 -45
548   28 520
2,081   2,510 -429
300   318 -18
473   137 336
594   393 201
1,258   1,337 -79
3,919   3,703 216
1,485   1,580 -95
1,857   2,053 -196
443   101 342
765   555 210
892   936 -44
525   159 366
300   307 -7
254   289 -35
668   56 612
218   298 -80
327   84 243
632   786 -154
300   299 1
302   358 -56
468   159 309
645   289 356
479   248 231
428   427 1
374   387 -13
5,132   5,242 -110
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      245
      245
      245
      245
      245
      245
      245
      245
      245
      245
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       -11
b       689
c       20
d       72
e       -183
      -665
      -88
      117
      460
      788
      -81
      -212
      -29
      35
      -345
      -2,648
      488
      120
      91
      91
      752
      352
      65
      -75
      146
      236
      -256
      -72
      -86
      -12
      799
      -75
      -2,525
      -141
      483
      -27
      -177
      -96
      93
      -32
      47
      -602
      -827
      128
      -623
      -759
      654
      1,269
      14
      -266
      482
      -54
      555
      -69
      -97
      2,059
      -21
      -318
      -195
      44
      -13
      -791
      113
      -2
      -65
      103
      124
      10
      -28
      94
       
      -280
      396
      321
      353
      -79
      3
      -9
      -11
      -28
      49
      -37
      -454
      13
      84
      246
      -32
      -45
      520
      -429
      -18
      336
      201
      -79
      216
      -95
      -196
      342
      210
      -44
      366
      -7
      -35
      612
      -80
      243
      -154
      1
      -56
      309
      356
      231
      1
      -13
      -110
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,390
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 79
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 79
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 79
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,668
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 1,668
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 1,589
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow80 Refundedright arrow 11 1,509
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 arrowFL
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 arrowREGIONS BANK TRUST DEPT Telephone no.right arrow (205) 820-3141

Located atright arrow250 RIVERCHASE PARKWAY EASTBIRMINGHAMAL ZIP+4right arrow35244
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
REGIONS BANK TRUSTEE
2 		6,125    
250 RIVERCHASE PARKWAY EAST
BIRMINGHAM,AL35244
GEORGE ANASTASAKIS CO-TRUSTEE
2 		6,125    
634 EDGEWATER AVENUE APT 344
DUNEDIN,FL34698
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
394,428
b
Average of monthly cash balances.......................
1b
7,832
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
402,260
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
402,260
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,034
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
396,226
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
19,811
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
19,811
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
79
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
79
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
19,732
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
19,732
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
19,732
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
150,762
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
150,762
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 19,732
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...... 176,853
b From 2019...... 182,428
c From 2020...... 173,503
d From 2021...... 154,320
e From 2022...... 161,415
f Total of lines 3a through e ........ 848,519
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 150,762
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..... 19,732
e Remaining amount distributed out of corpus 131,030
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 5 979,549
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) ... 		176,853
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		802,696
10 Analysis of line 9:
a Excess from 2019.... 182,428
b Excess from 2020.... 173,503
c Excess from 2021.... 154,320
d Excess from 2022.... 161,415
e Excess from 2023.... 131,030
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

DUNEDIN FINE ART CENTER

1143 MICHIGAN BLVD
DUNEDIN,FL34698 		NONE PC ART EDUCATION 147,312
Total .................................right arrow 3a 147,312
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 13,273  
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 2,390  
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) ..   15,663  
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,663
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CONSTANTINE C AND HELEN POUGIALIS ANASTASKIS
EIN:
61-6423302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2023 InvestmentsOtherSchedule2
Name:
CONSTANTINE C AND HELEN POUGIALIS ANASTASKIS
EIN:
61-6423302
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
65339F101 NEXTERA ENERGY INC AT COST 282 1,339
742718109 PROCTER & GAMBLE CO      
00206R102 AT&T INC AT COST 2,443 2,297
060505104 BANK OF AMERICA CORP      
30231G102 EXXON MOBIL CORP AT COST 145 3,075
46637K265 JPMORGAN TR I AT COST 8,584 12,433
902973304 US BANCORP DEL      
911312106 UNITED PARCEL SERVIC      
931142103 WAL MART STORES INC AT COST 651 1,602
H1467J104 CHUBB LTD AT COST 1,069 1,243
H84989104 TE CONNECTIVITY LTD AT COST 897 990
29476L107 EQUITY RESIDENTIAL      
78467Y107 SPDR S&P MIDCAP 400      
126650100 CVS HEALTH CORP AT COST 812 1,016
437076102 HOME DEPOT INC AT COST 589 1,003
464287234 ISHARES TR AT COST 15,375 18,446
464287465 ISHARES TR AT COST 34,979 47,289
594918104 MICROSOFT CORP AT COST 420 5,840
942622200 WATSCO INC      
166764100 CHEVRON CORP NEW AT COST 383 1,451
189054109 CLOROX CO/THE      
363576109 GALLAGHER ARTHUR J & AT COST 549 1,878
46625H100 JPMORGAN CHASE & CO AT COST 439 2,493
631103108 NASDAQ INC      
69351T106 PPL CORP      
713448108 PEPSICO INC      
94106L109 WASTE MGMT INC DEL AT COST 826 2,080
G29183103 EATON CORP PLC      
018802108 ALLIANT ENERGY CORP AT COST 464 548
09247X101 BLACKROCK INC AT COST 303 1,509
20030N101 COMCAST CORP NEW AT COST 1,633 1,753
25746U109 DOMINION ENERGY INC      
464287655 ISHARES TR      
532457108 LILLY ELI & CO AT COST 1,249 3,124
58933Y105 MERCK & CO INC NEW AT COST 541 2,197
747525103 QUALCOMM INC AT COST 159 498
882508104 TEXAS INSTRS INC AT COST 685 1,059
92343V104 VERIZON COMMUNICATIO AT COST 349 1,303
110122108 BRISTOL MYERS SQUIBB      
871829107 SYSCO CORP AT COST 979 966
969251750 WILLIAM BLAIR MACRO      
258620103 DOUBLELINE TOTAL RET      
74440Y884 PGIM HIGH YIELD FUND AT COST 11,386 9,505
75513E101 RAYTHEON TECHNOLOGIE      
128119880 CALAMOS INVT TR NEW AT COST 11,257 12,664
31635T807 FIDELITY SALEM STR T AT COST 38,657 32,811
89832Q109 TRUIST FINL CORP      
258620509 DOUBLELINE EMG MKTS      
48121L114 JPMORGAN TR I AT COST 5,170 5,193
057071854 BAIRD FDS INC AT COST 38,937 32,858
00203H859 AQR MANAGED FUTURES      
20825C104 CONOCOPHILLIPS AT COST 281 1,005
258620566 DOUBLELINE FDS TR      
024525669 AMERICAN BEACON FDS AT COST 7,149 6,874
17275R102 CISCO SYS INC AT COST 524 611
09258N570 BLACKROCK FDS AT COST 4,890 5,036
044820694 ASHMORE FDS      
92203J308 VANGUARD CHARLOTTE F AT COST 5,459 4,646
589509207 MERGER FD      
362014193 GMO TR AT COST 5,389 4,963
009158106 AIR PRODS & CHEMS IN AT COST 2,007 1,654
12572Q105 CME GROUP INC AT COST 2,044 2,306
191216100 COCA-COLA CO/THE AT COST 1,074 1,112
22822V101 CROWN CASTLE INTL CO AT COST 2,169 1,594
25159K705 DEUTSCHE DWS MKT TR      
30161N101 EXELON CORP AT COST 2,349 2,142
31620M106 FIDELITY NATL INFORM AT COST 1,218 1,290
369550108 GENERAL DYNAMICS COR AT COST 1,608 2,010
372460105 GENUINE PARTS CO AT COST 2,133 1,887
427866108 HERSHEY CO AT COST 1,442 1,164
438516106 HONEYWELL INTL INC AT COST 1,342 1,349
443510607 HUBBELL INC AT COST 1,260 1,853
464287507 ISHARES TR AT COST 17,908 19,424
464287804 ISHARES TR AT COST 18,581 18,895
478160104 JOHNSON & JOHNSON AT COST 2,319 2,169
4812C0134 JPMORGAN TR II AT COST 14,417 14,054
580135101 MC DONALDS CORPORATI AT COST 1,586 1,638
59156R108 METLIFE INC AT COST 867 853
609207105 MONDELEZ INTL INC AT COST 1,639 1,799
693475105 PNC FINL SVCS GROUP AT COST 1,896 1,839
695156109 PACKAGING CORP AMER AT COST 1,096 1,384
863667101 STRYKER CORP AT COST 1,320 1,683
872540109 TJX COS INC NEW AT COST 1,774 2,164
907818108 UNION PAC CORP AT COST 1,889 2,134
91324P102 UNITEDHEALTH GROUP I AT COST 1,901 1,935
98389B100 XCEL ENERGY INC AT COST 1,635 1,343
G3223R108 EVEREST RE GROUP LTD AT COST 1,925 1,832
N53745100 LYONDELLBASELL INDU- AT COST 484 500
237194105 DARDEN RESTAURANTS I AT COST 1,606 1,534
90470L360 ABSOLUTE CONVERT ARB AT COST 5,072 5,188

TY 2023 OtherDecreasesSchedule
Name:
CONSTANTINE C AND HELEN POUGIALIS ANASTASKIS
EIN:
61-6423302
Description Amount
COST BASIS ADJ 26


TY 2023 TaxesSchedule
Name:
CONSTANTINE C AND HELEN POUGIALIS ANASTASKIS
EIN:
61-6423302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 145 145   0
FEDERAL TAX PAYMENT - PRIOR YE 529 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,668 0   0
FOREIGN TAXES ON NONQUALIFIED 42 42   0