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
JEAN STALDER CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

30-6508843
B Telephone number (see instructions)

(212) 852-3049
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,044,079J 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... 120,611 120,611  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 80,880
b Gross sales price for all assets on line 6a 1,587,352
7 Capital gain net income (from Part IV, line 2)... 80,880
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,651    
12 Total. Add lines 1 through 11........ 207,142 201,491  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 65,499 26,200   39,300
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,078 3,473   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.......... 70,577 29,673 0 39,300
25 Contributions, gifts, grants paid....... 278,041 278,041
26 Total expenses and disbursements. Add lines 24 and 25 348,618 29,673 0 317,341
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -141,476
b Net investment income (if negative, enter -0-) 171,818
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............. -30,971 -38,282 -69,501
2 Savings and temporary cash investments......... 169,661 163,015 163,015
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).......... 4,413,803 Click to see attachment
List of Attached Documents:
// Content
4,255,634 		4,950,565
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) 4,552,493 4,380,367 5,044,079
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........ 4,552,493 4,380,367
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)..... 4,552,493 4,380,367
30 Total liabilities and net assets/fund balances (see instructions). 4,552,493 4,380,367
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
4,552,493
2
Enter amount from Part I, line 27a .....................
2
-141,476
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,411,017
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
30,650
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,380,367
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 5. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-01-18
b 6. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-01-18
c 5. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-01-18
d 5. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-01-18
e 5. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-01-18
20. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-01-18
22. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-01-18
22. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-01-18
22. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-01-18
22. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-01-18
60. GLOBAL X FUNDS SHS US   2021-07-12 2023-01-18
65. GLOBAL X FUNDS SHS US   2021-07-12 2023-01-18
65. GLOBAL X FUNDS SHS US   2021-07-12 2023-01-18
65. GLOBAL X FUNDS SHS US   2021-07-12 2023-01-18
65. GLOBAL X FUNDS SHS US   2021-07-12 2023-01-18
242. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-01-18
259. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-01-18
261. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-01-18
259. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-01-18
261. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-01-18
147. ISHARES MBS ETF   2019-01-16 2023-01-18
19. ISHARES MBS ETF   2019-06-13 2023-01-18
39. ISHARES MBS ETF   2020-01-14 2023-01-18
19. ISHARES MBS ETF   2020-05-12 2023-01-18
53. ISHARES MBS ETF   2020-08-12 2023-01-18
167. ISHARES MBS ETF   2021-01-12 2023-01-18
3. ISHARES MBS ETF   2021-03-09 2023-01-18
45. ISHARES MBS ETF   2021-07-12 2023-01-18
27. ISHARES MBS ETF   2021-10-20 2023-01-18
17. ISHARES MBS ETF   2021-11-17 2023-01-18
2. ISHARES MBS ETF   2022-07-12 2023-01-18
8. ISHARES MBS ETF   2018-06-21 2023-01-18
2. ISHARES MBS ETF   2022-07-12 2023-01-18
11. ISHARES MBS ETF   2018-06-21 2023-01-18
18. ISHARES MBS ETF   2021-11-17 2023-01-18
158. ISHARES MBS ETF   2019-01-16 2023-01-18
20. ISHARES MBS ETF   2019-06-13 2023-01-18
41. ISHARES MBS ETF   2020-01-14 2023-01-18
20. ISHARES MBS ETF   2020-05-12 2023-01-18
57. ISHARES MBS ETF   2020-08-12 2023-01-18
179. ISHARES MBS ETF   2021-01-12 2023-01-18
4. ISHARES MBS ETF   2021-03-09 2023-01-18
48. ISHARES MBS ETF   2021-07-12 2023-01-18
29. ISHARES MBS ETF   2021-10-20 2023-01-18
179. ISHARES MBS ETF   2021-01-12 2023-01-18
18. ISHARES MBS ETF   2021-11-17 2023-01-18
29. ISHARES MBS ETF   2021-10-20 2023-01-18
48. ISHARES MBS ETF   2021-07-12 2023-01-18
4. ISHARES MBS ETF   2021-03-09 2023-01-18
11. ISHARES MBS ETF   2018-06-21 2023-01-18
57. ISHARES MBS ETF   2020-08-12 2023-01-18
20. ISHARES MBS ETF   2020-05-12 2023-01-18
41. ISHARES MBS ETF   2020-01-14 2023-01-18
20. ISHARES MBS ETF   2019-06-13 2023-01-18
2. ISHARES MBS ETF   2022-07-12 2023-01-18
158. ISHARES MBS ETF   2019-01-16 2023-01-18
179. ISHARES MBS ETF   2021-01-12 2023-01-18
18. ISHARES MBS ETF   2021-11-17 2023-01-18
29. ISHARES MBS ETF   2021-10-20 2023-01-18
48. ISHARES MBS ETF   2021-07-12 2023-01-18
4. ISHARES MBS ETF   2021-03-09 2023-01-18
11. ISHARES MBS ETF   2018-06-21 2023-01-18
57. ISHARES MBS ETF   2020-08-12 2023-01-18
20. ISHARES MBS ETF   2020-05-12 2023-01-18
41. ISHARES MBS ETF   2020-01-14 2023-01-18
20. ISHARES MBS ETF   2019-06-13 2023-01-18
1. ISHARES MBS ETF   2022-07-12 2023-01-18
158. ISHARES MBS ETF   2019-01-16 2023-01-18
29. ISHARES MBS ETF   2021-10-20 2023-01-18
158. ISHARES MBS ETF   2019-01-16 2023-01-18
2. ISHARES MBS ETF   2022-07-12 2023-01-18
18. ISHARES MBS ETF   2021-11-17 2023-01-18
20. ISHARES MBS ETF   2020-05-12 2023-01-18
48. ISHARES MBS ETF   2021-07-12 2023-01-18
4. ISHARES MBS ETF   2021-03-09 2023-01-18
179. ISHARES MBS ETF   2021-01-12 2023-01-18
11. ISHARES MBS ETF   2018-06-21 2023-01-18
57. ISHARES MBS ETF   2020-08-12 2023-01-18
20. ISHARES MBS ETF   2019-06-13 2023-01-18
41. ISHARES MBS ETF   2020-01-14 2023-01-18
13. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-01-18
13. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-01-18
13. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-01-18
13. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-01-18
13. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-01-18
202. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-01-18
217. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-01-18
217. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-01-18
216. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-01-18
217. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-01-18
116. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2023-01-18
14. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-05-12 2023-01-18
201. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-03-20 2023-01-18
215. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-03-20 2023-01-18
15. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-05-12 2023-01-18
125. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2023-01-18
15. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-05-12 2023-01-18
125. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2023-01-18
215. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-03-20 2023-01-18
15. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-05-12 2023-01-18
126. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2023-01-18
213. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-03-20 2023-01-18
126. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2023-01-18
214. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-03-20 2023-01-18
15. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-05-12 2023-01-18
2. PACER BENCHMARK DATA AND   2021-03-09 2023-01-18
63. PACER BENCHMARK DATA AND   2021-07-12 2023-01-18
2. PACER BENCHMARK DATA AND   2021-03-09 2023-01-18
68. PACER BENCHMARK DATA AND   2021-07-12 2023-01-18
68. PACER BENCHMARK DATA AND   2021-07-12 2023-01-18
2. PACER BENCHMARK DATA AND   2021-03-09 2023-01-18
68. PACER BENCHMARK DATA AND   2021-07-12 2023-01-18
2. PACER BENCHMARK DATA AND   2021-03-09 2023-01-18
2. PACER BENCHMARK DATA AND   2021-03-09 2023-01-18
68. PACER BENCHMARK DATA AND   2021-07-12 2023-01-18
12. SPDR S&P TRANSPORTATION ETF   2021-10-20 2023-01-18
18. SPDR S&P TRANSPORTATION ETF   2021-11-17 2023-01-18
14. SPDR S&P TRANSPORTATION ETF   2022-02-09 2023-01-18
2. SPDR S&P TRANSPORTATION ETF   2022-04-12 2023-01-18
3. SPDR S&P TRANSPORTATION ETF   2022-04-12 2023-01-18
14. SPDR S&P TRANSPORTATION ETF   2022-02-09 2023-01-18
20. SPDR S&P TRANSPORTATION ETF   2021-11-17 2023-01-18
13. SPDR S&P TRANSPORTATION ETF   2021-10-20 2023-01-18
20. SPDR S&P TRANSPORTATION ETF   2021-11-17 2023-01-18
14. SPDR S&P TRANSPORTATION ETF   2022-02-09 2023-01-18
13. SPDR S&P TRANSPORTATION ETF   2021-10-20 2023-01-18
3. SPDR S&P TRANSPORTATION ETF   2022-04-12 2023-01-18
14. SPDR S&P TRANSPORTATION ETF   2022-02-09 2023-01-18
3. SPDR S&P TRANSPORTATION ETF   2022-04-12 2023-01-18
20. SPDR S&P TRANSPORTATION ETF   2021-11-17 2023-01-18
13. SPDR S&P TRANSPORTATION ETF   2021-10-20 2023-01-18
3. SPDR S&P TRANSPORTATION ETF   2022-04-12 2023-01-18
14. SPDR S&P TRANSPORTATION ETF   2022-02-09 2023-01-18
20. SPDR S&P TRANSPORTATION ETF   2021-11-17 2023-01-18
13. SPDR S&P TRANSPORTATION ETF   2021-10-20 2023-01-18
25. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-01-18
28. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-01-18
27. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-01-18
27. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-01-18
27. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-01-18
79. COMM SERVICES SELECT   2019-12-10 2023-01-18
2. COMM SERVICES SELECT   2020-03-12 2023-01-18
3. COMM SERVICES SELECT   2020-03-12 2023-01-18
83. COMM SERVICES SELECT   2019-12-10 2023-01-18
3. COMM SERVICES SELECT   2020-03-12 2023-01-18
83. COMM SERVICES SELECT   2019-12-10 2023-01-18
3. COMM SERVICES SELECT   2020-03-12 2023-01-18
83. COMM SERVICES SELECT   2019-12-10 2023-01-18
4. COMM SERVICES SELECT   2020-03-12 2023-01-18
82. COMM SERVICES SELECT   2019-12-10 2023-01-18
95. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-01-18
102. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-01-18
102. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-01-18
102. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-01-18
102. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-01-18
16. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-01-18
17. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-01-18
17. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-01-18
17. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-01-18
17. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-01-18
10. VANGUARD INFORMATION TECHNOLOGY ETF   2017-12-06 2023-01-18
11. VANGUARD INFORMATION TECHNOLOGY ETF   2017-12-06 2023-01-18
11. VANGUARD INFORMATION TECHNOLOGY ETF   2017-12-06 2023-01-18
10. VANGUARD INFORMATION TECHNOLOGY ETF   2017-12-06 2023-01-18
11. VANGUARD INFORMATION TECHNOLOGY ETF   2017-12-06 2023-01-18
8. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-03-27
15. VANGUARD INFORMATION TECHNOLOGY ETF   2018-01-31 2023-03-27
9. VANGUARD INFORMATION TECHNOLOGY ETF   2017-12-06 2023-03-27
16. VANGUARD INFORMATION TECHNOLOGY ETF   2018-01-31 2023-03-27
11. VANGUARD INFORMATION TECHNOLOGY ETF   2017-12-06 2023-03-27
7. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-03-27
8. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-03-27
16. VANGUARD INFORMATION TECHNOLOGY ETF   2018-01-31 2023-03-27
10. VANGUARD INFORMATION TECHNOLOGY ETF   2017-12-06 2023-03-27
7. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-03-27
16. VANGUARD INFORMATION TECHNOLOGY ETF   2018-01-31 2023-03-27
11. VANGUARD INFORMATION TECHNOLOGY ETF   2017-12-06 2023-03-27
8. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-03-27
10. VANGUARD INFORMATION TECHNOLOGY ETF   2017-12-06 2023-03-27
16. VANGUARD INFORMATION TECHNOLOGY ETF   2018-01-31 2023-03-27
7. FIDELITY MSCI UTILITIES INDEX ETF   2022-04-12 2023-04-11
3. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-04-11
12. FIDELITY MSCI UTILITIES INDEX ETF   2022-02-09 2023-04-11
16. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-04-11
9. FIDELITY MSCI UTILITIES INDEX ETF   2022-04-12 2023-04-11
12. FIDELITY MSCI UTILITIES INDEX ETF   2022-02-09 2023-04-11
2. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-04-11
18. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-04-11
12. FIDELITY MSCI UTILITIES INDEX ETF   2022-02-09 2023-04-11
8. FIDELITY MSCI UTILITIES INDEX ETF   2022-04-12 2023-04-11
21. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-04-11
12. FIDELITY MSCI UTILITIES INDEX ETF   2022-02-09 2023-04-11
8. FIDELITY MSCI UTILITIES INDEX ETF   2022-04-12 2023-04-11
21. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-04-11
12. FIDELITY MSCI UTILITIES INDEX ETF   2022-02-09 2023-04-11
3. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-04-11
8. FIDELITY MSCI UTILITIES INDEX ETF   2022-04-12 2023-04-11
18. FIDELITY MSCI UTILITIES INDEX ETF   2020-10-14 2023-04-11
45. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-04-11
48. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-04-11
48. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-04-11
48. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-04-11
48. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-04-11
3. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-04-11
5. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-04-11
4. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-04-11
4. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-04-11
4. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-04-11
3. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2023-04-11
4. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2023-04-11
4. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2023-04-11
4. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2023-04-11
4. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2023-04-11
11. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-03-20 2023-04-11
5. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2023-04-11
2. ISHARES NASDAQ BIOTECHNOLOGY ETF   2017-10-24 2023-04-11
12. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-03-20 2023-04-11
3. ISHARES NASDAQ BIOTECHNOLOGY ETF   2017-10-24 2023-04-11
5. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2023-04-11
12. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-03-20 2023-04-11
5. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2023-04-11
3. ISHARES NASDAQ BIOTECHNOLOGY ETF   2017-10-24 2023-04-11
12. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-03-20 2023-04-11
5. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2023-04-11
3. ISHARES NASDAQ BIOTECHNOLOGY ETF   2017-10-24 2023-04-11
12. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-03-20 2023-04-11
3. ISHARES NASDAQ BIOTECHNOLOGY ETF   2017-10-24 2023-04-11
5. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2023-04-11
2. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-18 2023-04-11
2. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-18 2023-04-11
2. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-18 2023-04-11
2. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-18 2023-04-11
2. ISHARES US AEROSPACE & DEFENSE ETF   2023-01-18 2023-04-11
29. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-04-11
32. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-04-11
32. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-04-11
32. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-04-11
32. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-04-11
17. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-04-11
19. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-04-11
19. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-04-11
19. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-04-11
19. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-04-11
28. ISHARES CORE MSCI EAFE ETF   2018-03-06 2023-04-11
32. ISHARES CORE MSCI EAFE ETF   2018-03-06 2023-04-11
31. ISHARES CORE MSCI EAFE ETF   2018-03-06 2023-04-11
30. ISHARES CORE MSCI EAFE ETF   2018-03-06 2023-04-11
31. ISHARES CORE MSCI EAFE ETF   2018-03-06 2023-04-11
17. PACER BENCHMARK DATA AND   2021-07-12 2023-04-11
18. PACER BENCHMARK DATA AND   2021-07-12 2023-04-11
18. PACER BENCHMARK DATA AND   2021-07-12 2023-04-11
18. PACER BENCHMARK DATA AND   2021-07-12 2023-04-11
18. PACER BENCHMARK DATA AND   2021-07-12 2023-04-11
8. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-04-11
10. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-04-11
9. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-04-11
9. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-04-11
9. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-04-11
10. HEALTH CARE SELECT SECTOR SPDR FUND   2019-07-16 2023-04-11
25. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-04-11
26. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-04-11
11. HEALTH CARE SELECT SECTOR SPDR FUND   2019-07-16 2023-04-11
26. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-04-11
11. HEALTH CARE SELECT SECTOR SPDR FUND   2019-07-16 2023-04-11
26. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-04-11
11. HEALTH CARE SELECT SECTOR SPDR FUND   2019-07-16 2023-04-11
26. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-04-11
11. HEALTH CARE SELECT SECTOR SPDR FUND   2019-07-16 2023-04-11
5. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-04-11
6. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-04-11
6. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-04-11
6. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-04-11
6. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-04-11
21. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-04-11
24. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-04-11
23. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-04-11
18. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-04-11
22. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-04-11
30. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-04-11
69. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-04-11
32. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-04-11
75. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-04-11
75. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-04-11
32. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-04-11
75. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-04-11
32. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-04-11
32. REAL ESTATE SELECT SECTOR SPDR FUND   2021-11-17 2023-04-11
75. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-04-11
1. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-04-11
1. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-04-11
1. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-04-11
1. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-04-11
6. VANGUARD CONSUMER STAPLES ETF   2019-04-23 2023-04-11
6. VANGUARD CONSUMER STAPLES ETF   2019-04-23 2023-04-11
6. VANGUARD CONSUMER STAPLES ETF   2019-04-23 2023-04-11
6. VANGUARD CONSUMER STAPLES ETF   2019-04-23 2023-04-11
6. VANGUARD CONSUMER STAPLES ETF   2019-04-23 2023-04-11
1. VANGUARD MATERIALS ETF   2021-01-12 2023-04-11
1. VANGUARD MATERIALS ETF   2021-01-12 2023-04-11
1. VANGUARD MATERIALS ETF   2021-01-12 2023-04-11
1. VANGUARD MATERIALS ETF   2021-01-12 2023-04-11
1. VANGUARD MATERIALS ETF   2021-01-12 2023-04-11
2. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-10-20 2023-04-11
3. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-10-20 2023-04-11
3. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-10-20 2023-04-11
2. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-10-20 2023-04-11
3. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-10-20 2023-04-11
9. VANGUARD INTRMDIATE-TERM   2019-01-16 2023-04-11
10. VANGUARD INTRMDIATE-TERM   2019-01-16 2023-04-11
10. VANGUARD INTRMDIATE-TERM   2019-01-16 2023-04-11
9. VANGUARD INTRMDIATE-TERM   2019-01-16 2023-04-11
10. VANGUARD INTRMDIATE-TERM   2019-01-16 2023-04-11
13. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-07-05
15. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-07-05
13. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-07-05
17. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-07-05
16. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-07-05
14. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-07-05
17. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-07-05
13. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-07-05
16. VANGUARD INFORMATION TECHNOLOGY ETF   2019-04-23 2023-07-05
14. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-07-05
2. FIDELITY MSCI UTILITIES INDEX ETF   2022-04-12 2023-07-20
63. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-07-20
1. FIDELITY MSCI UTILITIES INDEX ETF   2022-04-12 2023-07-20
69. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-07-20
68. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-07-20
2. FIDELITY MSCI UTILITIES INDEX ETF   2022-04-12 2023-07-20
68. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-07-20
2. FIDELITY MSCI UTILITIES INDEX ETF   2022-04-12 2023-07-20
68. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-07-20
2. FIDELITY MSCI UTILITIES INDEX ETF   2022-04-12 2023-07-20
1. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-07-20
17. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-07-20
2. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-07-20
17. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-07-20
17. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-07-20
2. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-07-20
17. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-07-20
2. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-07-20
2. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-07-20
17. FIRST TRUST CLOUD COMPUTING ETF   2020-05-12 2023-07-20
26. GLOBAL X FUNDS SHS US   2021-07-12 2023-07-20
28. GLOBAL X FUNDS SHS US   2021-07-12 2023-07-20
28. GLOBAL X FUNDS SHS US   2021-07-12 2023-07-20
28. GLOBAL X FUNDS SHS US   2021-07-12 2023-07-20
28. GLOBAL X FUNDS SHS US   2021-07-12 2023-07-20
22. ISHARES US REGIONAL BANKS ETF   2021-11-17 2023-07-20
55. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-07-20
23. ISHARES US REGIONAL BANKS ETF   2021-11-17 2023-07-20
59. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-07-20
59. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-07-20
23. ISHARES US REGIONAL BANKS ETF   2021-11-17 2023-07-20
59. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-07-20
23. ISHARES US REGIONAL BANKS ETF   2021-11-17 2023-07-20
59. ISHARES US REGIONAL BANKS ETF   2021-07-12 2023-07-20
23. ISHARES US REGIONAL BANKS ETF   2021-11-17 2023-07-20
8. PACER BENCHMARK DATA AND   2021-07-12 2023-07-20
9. PACER BENCHMARK DATA AND   2021-07-12 2023-07-20
9. PACER BENCHMARK DATA AND   2021-07-12 2023-07-20
9. PACER BENCHMARK DATA AND   2021-07-12 2023-07-20
9. PACER BENCHMARK DATA AND   2021-07-12 2023-07-20
159. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-07-20
8. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-07-20
85. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-07-12 2023-07-20
175. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-07-20
188. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-07-20
10. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-07-20
90. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-07-12 2023-07-20
170. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-07-20
90. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-07-12 2023-07-20
187. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-07-20
9. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-07-20
172. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-07-20
90. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-07-12 2023-07-20
187. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-07-20
9. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-07-20
172. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-07-20
187. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-07-20
90. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-07-12 2023-07-20
9. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-07-20
172. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-05-11 2023-07-20
19. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-07-20
20. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-07-20
20. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-07-20
20. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-07-20
20. CONSUMER DISCRETIONARY SEL SECTOR SPDR   2018-08-29 2023-07-20
2. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-07-20
2. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-07-20
2. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-07-20
2. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-07-20
2. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-07-20
119. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2023-07-20
126. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2023-07-20
126. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2023-07-20
127. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2023-07-20
127. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2023-07-20
32. COMM SERVICES SELECT   2020-03-12 2023-07-20
34. COMM SERVICES SELECT   2020-03-12 2023-07-20
34. COMM SERVICES SELECT   2020-03-12 2023-07-20
34. COMM SERVICES SELECT   2020-03-12 2023-07-20
34. COMM SERVICES SELECT   2020-03-12 2023-07-20
9. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-07-20
9. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-07-20
9. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-07-20
9. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-07-20
9. REAL ESTATE SELECT SECTOR SPDR FUND   2022-05-11 2023-07-20
6. VANGUARD CONSUMER STAPLES ETF   2019-04-23 2023-07-20
7. VANGUARD CONSUMER STAPLES ETF   2019-04-23 2023-07-20
6. VANGUARD CONSUMER STAPLES ETF   2019-07-16 2023-07-20
1. VANGUARD CONSUMER STAPLES ETF   2019-04-23 2023-07-20
4. VANGUARD CONSUMER STAPLES ETF   2019-07-16 2023-07-20
3. VANGUARD CONSUMER STAPLES ETF   2019-04-23 2023-07-20
6. VANGUARD CONSUMER STAPLES ETF   2019-07-16 2023-07-20
1. VANGUARD CONSUMER STAPLES ETF   2019-04-23 2023-07-20
6. VANGUARD INDUSTRIALS ETF   2017-08-04 2023-07-20
7. VANGUARD INDUSTRIALS ETF   2018-01-31 2023-07-20
7. VANGUARD INDUSTRIALS ETF   2018-01-31 2023-07-20
7. VANGUARD INDUSTRIALS ETF   2017-08-04 2023-07-20
7. VANGUARD INDUSTRIALS ETF   2017-08-04 2023-07-20
7. VANGUARD INDUSTRIALS ETF   2018-01-31 2023-07-20
7. VANGUARD INDUSTRIALS ETF   2017-08-04 2023-07-20
7. VANGUARD INDUSTRIALS ETF   2018-01-31 2023-07-20
7. VANGUARD INDUSTRIALS ETF   2018-01-31 2023-07-20
7. VANGUARD INDUSTRIALS ETF   2017-08-04 2023-07-20
3. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-07-20
4. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-07-20
4. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-07-20
4. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-07-20
4. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-07-20
1. VANGUARD MATERIALS ETF   2021-01-12 2023-07-20
1. VANGUARD MATERIALS ETF   2021-01-12 2023-07-20
1. VANGUARD MATERIALS ETF   2021-01-12 2023-07-20
1. VANGUARD MATERIALS ETF   2021-01-12 2023-07-20
1. VANGUARD MATERIALS ETF   2021-01-12 2023-07-20
16. VANGUARD SMALL-CAP ETF   2020-03-20 2023-07-20
18. VANGUARD SMALL-CAP ETF   2020-03-20 2023-07-20
18. VANGUARD SMALL-CAP ETF   2020-03-20 2023-07-20
18. VANGUARD SMALL-CAP ETF   2020-03-20 2023-07-20
18. VANGUARD SMALL-CAP ETF   2020-03-20 2023-07-20
29. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-09-20
31. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-09-20
31. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-09-20
31. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-09-20
31. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-09-20
2. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2023-09-20
18. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-09-20
3. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2023-09-20
19. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-09-20
19. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-09-20
3. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2023-09-20
19. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-09-20
3. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2023-09-20
19. HEALTH CARE SELECT SECTOR SPDR FUND   2019-08-14 2023-09-20
3. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2023-09-20
37. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-09-20
40. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-09-20
40. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-09-20
40. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-09-20
40. ENERGY SELECT SECTOR SPDR FUND   2021-03-09 2023-09-20
51. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2023-09-20
56. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2023-09-20
55. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2023-09-20
55. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2023-09-20
55. FINANCIAL SELECT SECTOR SPDR FUND   2018-03-28 2023-09-20
21. COMM SERVICES SELECT   2020-03-12 2023-09-20
23. COMM SERVICES SELECT   2020-03-12 2023-09-20
23. COMM SERVICES SELECT   2020-03-12 2023-09-20
23. COMM SERVICES SELECT   2020-03-12 2023-09-20
23. COMM SERVICES SELECT   2020-03-12 2023-09-20
1. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-11-17 2023-09-20
11. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-10-20 2023-09-20
10. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-10-20 2023-09-20
10. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-10-20 2023-09-20
10. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-10-20 2023-09-20
10. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-10-20 2023-09-20
12. VANGUARD INTRMDIATE-TERM   2019-01-16 2023-09-20
15. VANGUARD INTRMDIATE-TERM   2020-01-14 2023-09-20
17. VANGUARD INTRMDIATE-TERM   2020-01-14 2023-09-20
12. VANGUARD INTRMDIATE-TERM   2019-01-16 2023-09-20
12. VANGUARD INTRMDIATE-TERM   2019-01-16 2023-09-20
17. VANGUARD INTRMDIATE-TERM   2020-01-14 2023-09-20
13. VANGUARD INTRMDIATE-TERM   2019-01-16 2023-09-20
16. VANGUARD INTRMDIATE-TERM   2020-01-14 2023-09-20
17. VANGUARD INTRMDIATE-TERM   2020-01-14 2023-09-20
12. VANGUARD INTRMDIATE-TERM   2019-01-16 2023-09-20
12. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-10-18
13. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-10-18
13. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-10-18
13. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-10-18
13. FIRST TRUST CLOUD COMPUTING ETF   2022-02-09 2023-10-18
11. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-10-18
12. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-10-18
12. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-10-18
12. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-10-18
12. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-09-27 2023-10-18
1. ISHARES TIPS BOND ETF   2023-07-20 2023-10-18
1. ISHARES TIPS BOND ETF   2023-07-20 2023-10-18
1. ISHARES TIPS BOND ETF   2023-07-20 2023-10-18
1. ISHARES TIPS BOND ETF   2023-07-20 2023-10-18
1. ISHARES TIPS BOND ETF   2023-07-20 2023-10-18
2. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2023-10-18
1. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2023-10-18
1. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2023-10-18
1. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2023-10-18
1. ISHARES NASDAQ BIOTECHNOLOGY ETF   2019-07-16 2023-10-18
9. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-10-18
10. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-10-18
10. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-10-18
10. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-10-18
10. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-09-27 2023-10-18
9. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2023-10-18
9. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2023-10-18
9. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2023-10-18
9. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2023-10-18
9. ISHARES CORE MSCI EMERGING MARKETS ETF   2021-01-12 2023-10-18
12. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-10-18
12. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-10-18
1. SCHWAB SHORT-TERM U.S. TREASURY ETF   2023-01-18 2023-10-18
13. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-10-18
13. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-10-18
13. SCHWAB SHORT-TERM U.S. TREASURY ETF   2022-10-11 2023-10-18
8. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2023-10-18
8. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2023-10-18
8. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2023-10-18
8. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2023-10-18
8. HEALTH CARE SELECT SECTOR SPDR FUND   2020-04-14 2023-10-18
18. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-10-18
19. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-10-18
19. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-10-18
19. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-10-18
19. VANECK VECTORS SEMICONDUCTOR ETF   2022-02-09 2023-10-18
8. VANGUARD TOTAL INTERNATIONAL BOND ETF   2023-07-20 2023-10-18
176. VANGUARD TOTAL INTERNATIONAL BOND ETF   2022-10-11 2023-10-18
10. VANGUARD TOTAL INTERNATIONAL BOND ETF   2023-01-18 2023-10-18
189. VANGUARD TOTAL INTERNATIONAL BOND ETF   2022-10-11 2023-10-18
11. VANGUARD TOTAL INTERNATIONAL BOND ETF   2023-01-18 2023-10-18
8. VANGUARD TOTAL INTERNATIONAL BOND ETF   2023-07-20 2023-10-18
189. VANGUARD TOTAL INTERNATIONAL BOND ETF   2022-10-11 2023-10-18
8. VANGUARD TOTAL INTERNATIONAL BOND ETF   2023-07-20 2023-10-18
11. VANGUARD TOTAL INTERNATIONAL BOND ETF   2023-01-18 2023-10-18
189. VANGUARD TOTAL INTERNATIONAL BOND ETF   2022-10-11 2023-10-18
8. VANGUARD TOTAL INTERNATIONAL BOND ETF   2023-07-20 2023-10-18
11. VANGUARD TOTAL INTERNATIONAL BOND ETF   2023-01-18 2023-10-18
189. VANGUARD TOTAL INTERNATIONAL BOND ETF   2022-10-11 2023-10-18
11. VANGUARD TOTAL INTERNATIONAL BOND ETF   2023-01-18 2023-10-18
8. VANGUARD TOTAL INTERNATIONAL BOND ETF   2023-07-20 2023-10-18
1. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-10-18
3. VANGUARD MATERIALS ETF   2021-01-12 2023-10-18
4. VANGUARD MATERIALS ETF   2021-01-12 2023-10-18
4. VANGUARD MATERIALS ETF   2021-01-12 2023-10-18
4. VANGUARD MATERIALS ETF   2021-01-12 2023-10-18
4. VANGUARD MATERIALS ETF   2021-01-12 2023-10-18
4. VANGUARD SHORT-TERM CORPORATE BOND ETF   2022-02-09 2023-10-18
5. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-11-17 2023-10-18
6. VANGUARD SHORT-TERM CORPORATE BOND ETF   2022-02-09 2023-10-18
7. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-11-17 2023-10-18
6. VANGUARD SHORT-TERM CORPORATE BOND ETF   2022-02-09 2023-10-18
7. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-11-17 2023-10-18
5. VANGUARD SHORT-TERM CORPORATE BOND ETF   2022-02-09 2023-10-18
7. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-11-17 2023-10-18
1. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-10-20 2023-10-18
7. VANGUARD SHORT-TERM CORPORATE BOND ETF   2021-11-17 2023-10-18
6. VANGUARD SHORT-TERM CORPORATE BOND ETF   2022-02-09 2023-10-18
162. VANGUARD INTRMDIATE-TERM   2020-01-14 2023-10-18
124. VANGUARD INTRMDIATE-TERM   2021-01-12 2023-10-18
15. VANGUARD INTRMDIATE-TERM   2020-08-12 2023-10-18
26. VANGUARD INTRMDIATE-TERM   2020-05-12 2023-10-18
14. VANGUARD INTRMDIATE-TERM   2020-04-14 2023-10-18
133. VANGUARD INTRMDIATE-TERM   2021-01-12 2023-10-18
28. VANGUARD INTRMDIATE-TERM   2020-05-12 2023-10-18
15. VANGUARD INTRMDIATE-TERM   2020-04-14 2023-10-18
174. VANGUARD INTRMDIATE-TERM   2020-01-14 2023-10-18
16. VANGUARD INTRMDIATE-TERM   2020-08-12 2023-10-18
28. VANGUARD INTRMDIATE-TERM   2020-05-12 2023-10-18
15. VANGUARD INTRMDIATE-TERM   2020-04-14 2023-10-18
174. VANGUARD INTRMDIATE-TERM   2020-01-14 2023-10-18
133. VANGUARD INTRMDIATE-TERM   2021-01-12 2023-10-18
16. VANGUARD INTRMDIATE-TERM   2020-08-12 2023-10-18
28. VANGUARD INTRMDIATE-TERM   2020-05-12 2023-10-18
15. VANGUARD INTRMDIATE-TERM   2020-04-14 2023-10-18
175. VANGUARD INTRMDIATE-TERM   2020-01-14 2023-10-18
16. VANGUARD INTRMDIATE-TERM   2020-08-12 2023-10-18
133. VANGUARD INTRMDIATE-TERM   2021-01-12 2023-10-18
174. VANGUARD INTRMDIATE-TERM   2020-01-14 2023-10-18
133. VANGUARD INTRMDIATE-TERM   2021-01-12 2023-10-18
16. VANGUARD INTRMDIATE-TERM   2020-08-12 2023-10-18
15. VANGUARD INTRMDIATE-TERM   2020-04-14 2023-10-18
28. VANGUARD INTRMDIATE-TERM   2020-05-12 2023-10-18
123. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-10-19
131. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-10-19
131. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-10-19
131. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-10-19
131. FIDELITY MSCI UTILITIES INDEX ETF   2022-05-11 2023-10-19
13. PACER BENCHMARK DATA AND   2021-07-12 2023-10-19
14. PACER BENCHMARK DATA AND   2021-07-12 2023-10-19
14. PACER BENCHMARK DATA AND   2021-07-12 2023-10-19
14. PACER BENCHMARK DATA AND   2021-07-12 2023-10-19
14. PACER BENCHMARK DATA AND   2021-07-12 2023-10-19
9. VANGUARD INDUSTRIALS ETF   2018-01-31 2023-10-19
11. VANGUARD INDUSTRIALS ETF   2018-06-21 2023-10-19
12. VANGUARD INDUSTRIALS ETF   2018-06-21 2023-10-19
9. VANGUARD INDUSTRIALS ETF   2018-01-31 2023-10-19
9. VANGUARD INDUSTRIALS ETF   2018-01-31 2023-10-19
12. VANGUARD INDUSTRIALS ETF   2018-06-21 2023-10-19
12. VANGUARD INDUSTRIALS ETF   2018-06-21 2023-10-19
9. VANGUARD INDUSTRIALS ETF   2018-01-31 2023-10-19
9. VANGUARD INDUSTRIALS ETF   2018-01-31 2023-10-19
12. VANGUARD INDUSTRIALS ETF   2018-06-21 2023-10-19
29. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2023-12-22
32. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2023-12-22
32. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2023-12-22
32. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2023-12-22
32. ISHARES 20 YEAR TREASURY BOND ETF   2022-07-12 2023-12-22
9. ISHARES CORE MSCI EAFE ETF   2018-03-06 2023-12-22
5. ISHARES CORE MSCI EAFE ETF   2018-03-06 2023-12-22
5. ISHARES CORE MSCI EAFE ETF   2018-03-06 2023-12-22
5. ISHARES CORE MSCI EAFE ETF   2018-03-06 2023-12-22
11. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2023-12-22
1. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-12-22
11. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2023-12-22
3. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-12-22
12. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2023-12-22
2. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-12-22
11. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2023-12-22
3. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-12-22
2. VANGUARD INFORMATION TECHNOLOGY ETF   2019-06-13 2023-12-22
12. VANGUARD INFORMATION TECHNOLOGY ETF   2019-09-12 2023-12-22
17. VANGUARD SMALL-CAP ETF   2020-03-20 2023-12-22
19. VANGUARD SMALL-CAP ETF   2020-03-20 2023-12-22
19. VANGUARD SMALL-CAP ETF   2020-03-20 2023-12-22
19. VANGUARD SMALL-CAP ETF   2020-03-20 2023-12-22
19. VANGUARD SMALL-CAP ETF   2020-03-20 2023-12-22
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 226   203 23
b 271   244 27
c 226   203 23
d 226   203 23
e 226   203 23
1,200   1,348 -148
1,320   1,482 -162
1,320   1,482 -162
1,320   1,482 -162
1,320   1,482 -162
1,677   1,556 121
1,817   1,686 131
1,817   1,686 131
1,817   1,686 131
1,817   1,686 131
13,220   12,393 827
14,149   13,264 885
14,258   13,366 892
14,149   13,264 885
14,258   13,366 892
14,150   15,377 -1,227
1,829   2,033 -204
3,754   4,224 -470
1,829   2,105 -276
5,102   5,853 -751
16,075   18,336 -2,261
289   327 -38
4,332   4,871 -539
2,599   2,911 -312
1,636   1,828 -192
193   195 -2
770   829 -59
193   195 -2
1,059   1,139 -80
1,733   1,935 -202
15,209   16,528 -1,319
1,925   2,140 -215
3,947   4,441 -494
1,925   2,216 -291
5,487   6,294 -807
17,230   19,654 -2,424
385   436 -51
4,620   5,196 -576
2,791   3,126 -335
17,230   19,654 -2,424
1,733   1,935 -202
2,791   3,126 -335
4,620   5,196 -576
385   436 -51
1,059   1,139 -80
5,487   6,294 -807
1,925   2,216 -291
3,947   4,441 -494
1,925   2,140 -215
193   195 -2
15,209   16,528 -1,319
17,230   19,654 -2,424
1,733   1,935 -202
2,791   3,126 -335
4,620   5,196 -576
385   436 -51
1,059   1,139 -80
5,487   6,294 -807
1,925   2,216 -291
3,947   4,441 -494
1,925   2,140 -215
96   98 -2
15,209   16,528 -1,319
2,791   3,126 -335
15,209   16,528 -1,319
193   195 -2
1,733   1,935 -202
1,925   2,216 -291
4,620   5,196 -576
385   436 -51
17,230   19,654 -2,424
1,059   1,139 -80
5,487   6,294 -807
1,925   2,140 -215
3,947   4,441 -494
633   754 -121
633   754 -121
633   754 -121
633   754 -121
633   754 -121
13,374   11,577 1,797
14,367   12,437 1,930
14,367   12,437 1,930
14,301   12,380 1,921
14,367   12,437 1,930
5,821   7,569 -1,748
703   619 84
10,086   7,509 2,577
10,788   8,032 2,756
753   663 90
6,272   8,156 -1,884
753   663 90
6,272   8,156 -1,884
10,788   8,032 2,756
753   663 90
6,323   8,221 -1,898
10,688   7,958 2,730
6,323   8,221 -1,898
10,738   7,995 2,743
753   663 90
62   67 -5
1,955   2,594 -639
62   67 -5
2,110   2,800 -690
2,110   2,800 -690
62   67 -5
2,110   2,800 -690
62   67 -5
62   67 -5
2,110   2,800 -690
897   1,081 -184
1,345   1,731 -386
1,046   1,257 -211
149   160 -11
224   240 -16
1,046   1,257 -211
1,494   1,923 -429
971   1,171 -200
1,494   1,923 -429
1,046   1,257 -211
971   1,171 -200
224   240 -16
1,046   1,257 -211
224   240 -16
1,494   1,923 -429
971   1,171 -200
224   240 -16
1,046   1,257 -211
1,494   1,923 -429
971   1,171 -200
3,469   2,923 546
3,885   3,273 612
3,747   3,156 591
3,747   3,156 591
3,747   3,156 591
4,049   4,135 -86
103   87 16
154   131 23
4,254   4,344 -90
154   131 23
4,254   4,344 -90
154   131 23
4,254   4,344 -90
205   175 30
4,202   4,292 -90
3,721   4,594 -873
3,995   4,933 -938
3,995   4,933 -938
3,995   4,933 -938
3,995   4,933 -938
3,623   4,571 -948
3,850   4,857 -1,007
3,850   4,857 -1,007
3,850   4,857 -1,007
3,850   4,857 -1,007
3,352   1,617 1,735
3,687   1,779 1,908
3,687   1,779 1,908
3,352   1,617 1,735
3,687   1,779 1,908
2,973   1,703 1,270
5,574   2,647 2,927
3,345   1,455 1,890
5,946   2,823 3,123
4,088   1,779 2,309
2,601   1,490 1,111
2,973   1,703 1,270
5,946   2,823 3,123
3,716   1,617 2,099
2,601   1,490 1,111
5,946   2,823 3,123
4,088   1,779 2,309
2,973   1,703 1,270
3,716   1,617 2,099
5,946   2,823 3,123
315   344 -29
135   122 13
540   533 7
720   651 69
405   442 -37
540   533 7
90   81 9
811   732 79
540   533 7
360   393 -33
946   854 92
540   533 7
360   393 -33
946   854 92
540   533 7
135   122 13
360   393 -33
811   732 79
2,892   3,032 -140
3,085   3,234 -149
3,085   3,234 -149
3,085   3,234 -149
3,085   3,234 -149
166   154 12
276   256 20
221   205 16
221   205 16
221   205 16
320   348 -28
427   463 -36
427   463 -36
427   463 -36
427   463 -36
1,435   1,249 186
652   529 123
261   218 43
1,565   1,363 202
391   326 65
652   529 123
1,565   1,363 202
652   529 123
391   326 65
1,565   1,363 202
652   529 123
391   326 65
1,565   1,363 202
391   326 65
652   529 123
232   221 11
232   221 11
232   221 11
232   221 11
232   221 11
1,020   1,683 -663
1,125   1,857 -732
1,125   1,857 -732
1,125   1,857 -732
1,125   1,857 -732
1,168   974 194
1,306   1,089 217
1,306   1,089 217
1,306   1,089 217
1,306   1,089 217
1,887   1,861 26
2,157   2,127 30
2,089   2,061 28
2,022   1,994 28
2,089   2,061 28
504   700 -196
534   741 -207
534   741 -207
534   741 -207
534   741 -207
390   395 -5
487   493 -6
438   444 -6
438   444 -6
438   444 -6
1,341   924 417
3,352   2,269 1,083
3,486   2,360 1,126
1,475   1,016 459
3,486   2,360 1,126
1,475   1,016 459
3,486   2,360 1,126
1,475   1,016 459
3,486   2,360 1,126
1,475   1,016 459
730   585 145
876   701 175
876   701 175
876   701 175
876   701 175
1,809   1,114 695
2,067   1,273 794
1,981   1,220 761
1,551   955 596
1,895   1,167 728
1,119   1,451 -332
2,574   2,904 -330
1,194   1,548 -354
2,798   3,157 -359
2,798   3,157 -359
1,194   1,548 -354
2,798   3,157 -359
1,194   1,548 -354
1,194   1,548 -354
2,798   3,157 -359
257   286 -29
257   286 -29
257   286 -29
257   286 -29
1,171   880 291
1,171   880 291
1,171   880 291
1,171   880 291
1,171   880 291
177   168 9
177   168 9
177   168 9
177   168 9
177   168 9
152   164 -12
229   246 -17
229   246 -17
152   164 -12
229   246 -17
722   752 -30
802   836 -34
802   836 -34
722   752 -30
802   836 -34
5,709   2,693 3,016
6,587   3,192 3,395
5,709   2,693 3,016
7,465   3,618 3,847
7,026   3,405 3,621
6,148   2,900 3,248
7,465   3,618 3,847
5,709   2,693 3,016
7,026   3,405 3,621
6,148   2,900 3,248
86   98 -12
2,718   2,919 -201
43   49 -6
2,977   3,197 -220
2,933   3,151 -218
86   98 -12
2,933   3,151 -218
86   98 -12
2,933   3,151 -218
86   98 -12
79   96 -17
1,341   1,145 196
158   192 -34
1,341   1,145 196
1,341   1,145 196
158   192 -34
1,341   1,145 196
158   192 -34
158   192 -34
1,341   1,145 196
835   674 161
899   726 173
899   726 173
899   726 173
899   726 173
837   1,429 -592
2,093   3,192 -1,099
875   1,494 -619
2,245   3,424 -1,179
2,245   3,424 -1,179
875   1,494 -619
2,245   3,424 -1,179
875   1,494 -619
2,245   3,424 -1,179
875   1,494 -619
234   329 -95
263   371 -108
263   371 -108
263   371 -108
263   371 -108
7,637   7,845 -208
384   395 -11
4,083   4,176 -93
8,405   8,433 -28
9,030   9,059 -29
480   493 -13
4,323   4,422 -99
8,165   8,388 -223
4,323   4,422 -99
8,982   9,011 -29
432   444 -12
8,261   8,486 -225
4,323   4,422 -99
8,982   9,011 -29
432   444 -12
8,261   8,486 -225
8,982   9,011 -29
4,323   4,422 -99
432   444 -12
8,261   8,486 -225
3,286   2,221 1,065
3,459   2,338 1,121
3,459   2,338 1,121
3,459   2,338 1,121
3,459   2,338 1,121
167   106 61
167   106 61
167   106 61
167   106 61
167   106 61
4,204   3,233 971
4,452   3,423 1,029
4,452   3,423 1,029
4,487   3,450 1,037
4,487   3,450 1,037
2,136   1,398 738
2,270   1,485 785
2,270   1,485 785
2,270   1,485 785
2,270   1,485 785
345   379 -34
345   379 -34
345   379 -34
345   379 -34
345   379 -34
1,182   880 302
1,379   1,027 352
1,182   918 264
197   147 50
788   612 176
591   440 151
1,182   918 264
197   147 50
1,268   777 491
1,479   1,042 437
1,479   1,042 437
1,479   907 572
1,479   907 572
1,479   1,042 437
1,479   907 572
1,479   1,042 437
1,479   1,042 437
1,479   907 572
1,360   622 738
1,813   829 984
1,813   829 984
1,813   829 984
1,813   829 984
184   168 16
184   168 16
184   168 16
184   168 16
184   168 16
3,297   1,653 1,644
3,709   1,859 1,850
3,709   1,859 1,850
3,709   1,859 1,850
3,709   1,859 1,850
1,386   1,397 -11
1,482   1,494 -12
1,482   1,494 -12
1,482   1,494 -12
1,482   1,494 -12
263   195 68
2,370   1,634 736
395   292 103
2,502   1,725 777
2,502   1,725 777
395   292 103
2,502   1,725 777
395   292 103
2,502   1,725 777
395   292 103
3,354   1,963 1,391
3,626   2,122 1,504
3,626   2,122 1,504
3,626   2,122 1,504
3,626   2,122 1,504
1,761   1,386 375
1,934   1,521 413
1,899   1,494 405
1,899   1,494 405
1,899   1,494 405
1,399   917 482
1,532   1,005 527
1,532   1,005 527
1,532   1,005 527
1,532   1,005 527
75   82 -7
828   902 -74
753   820 -67
753   820 -67
753   820 -67
753   820 -67
925   1,003 -78
1,157   1,376 -219
1,311   1,560 -249
925   1,003 -78
925   1,003 -78
1,311   1,560 -249
1,002   1,086 -84
1,234   1,468 -234
1,311   1,560 -249
925   1,003 -78
910   1,153 -243
986   1,249 -263
986   1,249 -263
986   1,249 -263
986   1,249 -263
577   563 14
629   615 14
629   615 14
629   615 14
629   615 14
103   107 -4
103   107 -4
103   107 -4
103   107 -4
103   107 -4
240   211 29
120   106 14
120   106 14
120   106 14
120   106 14
580   516 64
644   573 71
644   573 71
644   573 71
644   573 71
422   587 -165
422   587 -165
422   587 -165
422   587 -165
422   587 -165
572   578 -6
572   578 -6
48   49 -1
620   626 -6
620   626 -6
620   626 -6
1,036   779 257
1,036   779 257
1,036   779 257
1,036   779 257
1,036   779 257
2,610   2,571 39
2,755   2,714 41
2,755   2,714 41
2,755   2,714 41
2,755   2,714 41
379   390 -11
8,341   8,325 16
474   490 -16
8,957   8,940 17
521   539 -18
379   390 -11
8,957   8,940 17
379   390 -11
521   539 -18
8,957   8,940 17
379   390 -11
521   539 -18
8,957   8,940 17
521   539 -18
379   390 -11
422   207 215
508   503 5
677   671 6
677   671 6
677   671 6
677   671 6
298   320 -22
372   408 -36
447   479 -32
521   572 -51
447   479 -32
521   572 -51
372   400 -28
521   572 -51
74   82 -8
521   572 -51
447   479 -32
12,011   14,862 -2,851
9,193   11,885 -2,692
1,112   1,448 -336
1,928   2,358 -430
1,038   1,275 -237
9,861   12,748 -2,887
2,076   2,539 -463
1,112   1,367 -255
12,900   15,963 -3,063
1,186   1,544 -358
2,076   2,539 -463
1,112   1,367 -255
12,900   15,963 -3,063
9,861   12,748 -2,887
1,186   1,544 -358
2,076   2,539 -463
1,112   1,367 -255
12,974   16,055 -3,081
1,186   1,544 -358
9,861   12,748 -2,887
12,900   15,963 -3,063
9,861   12,748 -2,887
1,186   1,544 -358
1,112   1,367 -255
2,076   2,539 -463
4,683   5,699 -1,016
4,987   6,070 -1,083
4,987   6,070 -1,083
4,987   6,070 -1,083
4,987   6,070 -1,083
322   535 -213
347   577 -230
347   577 -230
347   577 -230
347   577 -230
1,734   1,340 394
2,120   1,525 595
2,312   1,664 648
1,734   1,340 394
1,734   1,340 394
2,312   1,664 648
2,312   1,664 648
1,734   1,340 394
1,734   1,340 394
2,312   1,664 648
2,856   3,360 -504
3,152   3,708 -556
3,152   3,708 -556
3,152   3,708 -556
3,152   3,708 -556
627   598 29
349   332 17
349   332 17
349   332 17
5,316   2,428 2,888
483   207 276
5,316   2,428 2,888
1,450   622 828
5,799   2,649 3,150
966   414 552
5,316   2,428 2,888
1,450   622 828
966   414 552
5,799   2,649 3,150
3,629   1,756 1,873
4,056   1,963 2,093
4,056   1,963 2,093
4,056   1,963 2,093
4,056   1,963 2,093
      45
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      45
      45
      45
      45
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      45
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      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
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      45
      45
      45
      45
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      45
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      45
      45
      45
      45
      45
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      45
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      45
      45
      45
      45
      45
      45
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      45
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      45
      45
      45
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      45
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      45
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      45
      45
      45
      45
      45
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      45
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      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
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      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
      45
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       23
b       27
c       23
d       23
e       23
      -148
      -162
      -162
      -162
      -162
      121
      131
      131
      131
      131
      827
      885
      892
      885
      892
      -1,227
      -204
      -470
      -276
      -751
      -2,261
      -38
      -539
      -312
      -192
      -2
      -59
      -2
      -80
      -202
      -1,319
      -215
      -494
      -291
      -807
      -2,424
      -51
      -576
      -335
      -2,424
      -202
      -335
      -576
      -51
      -80
      -807
      -291
      -494
      -215
      -2
      -1,319
      -2,424
      -202
      -335
      -576
      -51
      -80
      -807
      -291
      -494
      -215
      -2
      -1,319
      -335
      -1,319
      -2
      -202
      -291
      -576
      -51
      -2,424
      -80
      -807
      -215
      -494
      -121
      -121
      -121
      -121
      -121
      1,797
      1,930
      1,930
      1,921
      1,930
      -1,748
      84
      2,577
      2,756
      90
      -1,884
      90
      -1,884
      2,756
      90
      -1,898
      2,730
      -1,898
      2,743
      90
      -5
      -639
      -5
      -690
      -690
      -5
      -690
      -5
      -5
      -690
      -184
      -386
      -211
      -11
      -16
      -211
      -429
      -200
      -429
      -211
      -200
      -16
      -211
      -16
      -429
      -200
      -16
      -211
      -429
      -200
      546
      612
      591
      591
      591
      -86
      16
      23
      -90
      23
      -90
      23
      -90
      30
      -90
      -873
      -938
      -938
      -938
      -938
      -948
      -1,007
      -1,007
      -1,007
      -1,007
      1,735
      1,908
      1,908
      1,735
      1,908
      1,270
      2,927
      1,890
      3,123
      2,309
      1,111
      1,270
      3,123
      2,099
      1,111
      3,123
      2,309
      1,270
      2,099
      3,123
      -29
      13
      7
      69
      -37
      7
      9
      79
      7
      -33
      92
      7
      -33
      92
      7
      13
      -33
      79
      -140
      -149
      -149
      -149
      -149
      12
      20
      16
      16
      16
      -28
      -36
      -36
      -36
      -36
      186
      123
      43
      202
      65
      123
      202
      123
      65
      202
      123
      65
      202
      65
      123
      11
      11
      11
      11
      11
      -663
      -732
      -732
      -732
      -732
      194
      217
      217
      217
      217
      26
      30
      28
      28
      28
      -196
      -207
      -207
      -207
      -207
      -5
      -6
      -6
      -6
      -6
      417
      1,083
      1,126
      459
      1,126
      459
      1,126
      459
      1,126
      459
      145
      175
      175
      175
      175
      695
      794
      761
      596
      728
      -332
      -330
      -354
      -359
      -359
      -354
      -359
      -354
      -354
      -359
      -29
      -29
      -29
      -29
      291
      291
      291
      291
      291
      9
      9
      9
      9
      9
      -12
      -17
      -17
      -12
      -17
      -30
      -34
      -34
      -30
      -34
      3,016
      3,395
      3,016
      3,847
      3,621
      3,248
      3,847
      3,016
      3,621
      3,248
      -12
      -201
      -6
      -220
      -218
      -12
      -218
      -12
      -218
      -12
      -17
      196
      -34
      196
      196
      -34
      196
      -34
      -34
      196
      161
      173
      173
      173
      173
      -592
      -1,099
      -619
      -1,179
      -1,179
      -619
      -1,179
      -619
      -1,179
      -619
      -95
      -108
      -108
      -108
      -108
      -208
      -11
      -93
      -28
      -29
      -13
      -99
      -223
      -99
      -29
      -12
      -225
      -99
      -29
      -12
      -225
      -29
      -99
      -12
      -225
      1,065
      1,121
      1,121
      1,121
      1,121
      61
      61
      61
      61
      61
      971
      1,029
      1,029
      1,037
      1,037
      738
      785
      785
      785
      785
      -34
      -34
      -34
      -34
      -34
      302
      352
      264
      50
      176
      151
      264
      50
      491
      437
      437
      572
      572
      437
      572
      437
      437
      572
      738
      984
      984
      984
      984
      16
      16
      16
      16
      16
      1,644
      1,850
      1,850
      1,850
      1,850
      -11
      -12
      -12
      -12
      -12
      68
      736
      103
      777
      777
      103
      777
      103
      777
      103
      1,391
      1,504
      1,504
      1,504
      1,504
      375
      413
      405
      405
      405
      482
      527
      527
      527
      527
      -7
      -74
      -67
      -67
      -67
      -67
      -78
      -219
      -249
      -78
      -78
      -249
      -84
      -234
      -249
      -78
      -243
      -263
      -263
      -263
      -263
      14
      14
      14
      14
      14
      -4
      -4
      -4
      -4
      -4
      29
      14
      14
      14
      14
      64
      71
      71
      71
      71
      -165
      -165
      -165
      -165
      -165
      -6
      -6
      -1
      -6
      -6
      -6
      257
      257
      257
      257
      257
      39
      41
      41
      41
      41
      -11
      16
      -16
      17
      -18
      -11
      17
      -11
      -18
      17
      -11
      -18
      17
      -18
      -11
      215
      5
      6
      6
      6
      6
      -22
      -36
      -32
      -51
      -32
      -51
      -28
      -51
      -8
      -51
      -32
      -2,851
      -2,692
      -336
      -430
      -237
      -2,887
      -463
      -255
      -3,063
      -358
      -463
      -255
      -3,063
      -2,887
      -358
      -463
      -255
      -3,081
      -358
      -2,887
      -3,063
      -2,887
      -358
      -255
      -463
      -1,016
      -1,083
      -1,083
      -1,083
      -1,083
      -213
      -230
      -230
      -230
      -230
      394
      595
      648
      394
      394
      648
      648
      394
      394
      648
      -504
      -556
      -556
      -556
      -556
      29
      17
      17
      17
      2,888
      276
      2,888
      828
      3,150
      552
      2,888
      828
      552
      3,150
      1,873
      2,093
      2,093
      2,093
      2,093
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 80,880
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 2,388
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 2,388
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 2,388
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,605
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 1,605
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 9 783
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BANK OF AMERICA N A TRUSTEE
2 		65,499    
PO BOX 1532
PENNINGTON,NJ08534
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,753,171
b
Average of monthly cash balances.......................
1b
73,265
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,826,436
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
4,826,436
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
72,397
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,754,039
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
237,702
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
237,702
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,388
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,388
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
235,314
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
235,314
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
235,314
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
317,341
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
317,341
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 7 235,314
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...... 117,656
b From 2019...... 73,247
c From 2020...... 111,847
d From 2021...... 98,647
e From 2022...... 158,072
f Total of lines 3a through e ........ 559,469
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 317,341
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..... 235,314
e Remaining amount distributed out of corpus 82,027
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 5 641,496
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) ... 		117,656
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		523,840
10 Analysis of line 9:
a Excess from 2019.... 73,247
b Excess from 2020.... 111,847
c Excess from 2021.... 98,647
d Excess from 2022.... 158,072
e Excess from 2023.... 82,027
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

AMERICAN DIABETES ASSOCIATION INC

PO BOX 7023
MERRIFIELD,VA221167023 		NONE PC GENERAL OPERATING 52,523

ALZHEIMERS DISEASE AND RELATED DISORDERS

225 N MICHIGAN AVE 17TH FLOOR
CHICAGO,IL606017633 		NONE PC GENERAL OPERATING 56,381

AMERICAN HEART ASSOCIATION INC

NATIONAL BEQUEST CENTER
ST PETERSBURG,FL337422249 		NONE PC GENERAL OPERATING 56,379

ARTHRITIS FOUNDATION

1355 PEACHTREE STREET
ATLANTA,GA303093234 		NONE PC GENERAL OPERATING 56,379

NAT'L OVARIAN CANCER COALITION

12221 MERIT DR STE 1950
DALLAS,TX752512210 		NONE PC GENERAL OPERATING 56,379
Total .................................right arrow 3a 278,041
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 ....     14 120,611  
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 80,880  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 5,651  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   207,142  
13Total. Add line 12, columns (b), (d), and (e)..................
13
207,142
(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 InvestmentsOtherSchedule2
Name:
JEAN STALDER CHARITABLE TRUST
EIN:
30-6508843
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
92204A207 VANGUARD CONSUMER ST AT COST 135,533 149,713
92204A603 VANGUARD INDUSTRIALS AT COST 65,916 120,575
92204A801 VANGUARD MATERIALS E AT COST 33,274 34,759
92204A702 VANGUARD INFORMATION AT COST 297,087 508,684
46434G103 ISHARES CORE MSCI EM AT COST 211,424 173,085
81369Y407 CONSUMER DISCRETIONA AT COST 142,729 207,241
81369Y860 REAL ESTATE SELECT S AT COST 19,070 19,549
46138E511 INVESCO PREFERRED ET AT COST 21,024 17,194
81369Y506 ENERGY SELECT SECTOR AT COST 105,516 129,784
81369Y605 FINANCIAL SELECT SEC AT COST 192,406 275,533
81369Y852 COMM SERVICES SELECT AT COST 154,234 202,067
464288588 ISHARES MBS ETF AT COST 141,962 151,657
81369Y209 HEALTH CARE SELECT S AT COST 249,443 291,171
464287556 ISHARES NASDAQ BIOTE AT COST 50,527 54,883
46432F842 ISHARES CORE MSCI EA AT COST 552,709 636,316
92206C870 VANGUARD INTRMDIATE- AT COST 341,136 338,206
92206C409 VANGUARD SHORT-TERM AT COST 147,625 144,991
33734X192 FIRST TRUST CLOUD CO AT COST 30,804 32,000
922908751 VANGUARD SMALL-CAP E AT COST 273,772 297,809
316092865 FIDELITY MSCI UTILIT AT COST 39,972 36,651
69374H741 PACER BENCHMARK DATA AT COST 17,130 13,832
37954Y673 GLOBAL X FUNDS SHS U AT COST 32,437 40,973
78464A532 SPDR S&P TRANSPORTAT      
464288778 ISHARES US REGIONAL      
464286533 ISHARES EDGE MSCI MI AT COST 157,741 170,828
808524862 SCHWAB SHORT-TERM U. AT COST 154,573 153,877
92189F676 VANECK VECTORS SEMIC AT COST 77,586 99,151
46429B689 ISHARES EDGE MSCI MI AT COST 144,849 173,697
464287432 ISHARES 20 YEAR TREA AT COST 191,519 187,279
92203J407 VANGUARD TOTAL INTER      
46138E628 INVESCO KBW BANK ETF AT COST 29,387 33,498
464287176 ISHARES TIPS BOND ET AT COST 24,337 24,400
464288760 ISHARES US AEROSPACE AT COST 35,518 40,639
46435U713 ISHARES TR AT COST 18,779 19,088
92206C706 VANGUARD INTERMEDIAT AT COST 165,615 171,435

TY 2023 OtherDecreasesSchedule
Name:
JEAN STALDER CHARITABLE TRUST
EIN:
30-6508843
Description Amount
MUTUAL FUND TIMING ADJ 21
TAX LOT BASIS ADJUSTMENT 34
TEMPORARY ADVANCE 30,581
ROUNDING 14


TY 2023 OtherIncomeSchedule2
Name:
JEAN STALDER CHARITABLE TRUST
EIN:
30-6508843
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 5,651 0  


TY 2023 TaxesSchedule
Name:
JEAN STALDER CHARITABLE TRUST
EIN:
30-6508843
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,136 2,136   0
FEDERAL ESTIMATES - PRINCIPAL 1,605 0   0
FOREIGN TAXES ON NONQUALIFIED 1,337 1,337   0