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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
IM DENA & CHRIS MOORE FAMILY FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 653067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752653067
A Employer identification number

26-1526353
B Telephone number (see instructions)

(888) 866-3275
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$3,553,139J 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) 463,796
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 72,937 72,903  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 596,715
b Gross sales price for all assets on line 6a 1,452,625
7 Capital gain net income (from Part IV, line 2)... 596,715
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,133,448 669,618  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,000 600 0 400
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
14,987 14,987   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,611 1,582   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
120     120
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,718 17,169 0 520
25 Contributions, gifts, grants paid....... 172,500 172,500
26 Total expenses and disbursements. Add lines 24 and 25 191,218 17,169 0 173,020
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 942,230
b Net investment income (if negative, enter -0-) 652,449
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 52,031 61,587 61,587
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 arrow25,000
Less: allowance for doubtful accounts right arrow0 25,000 25,000 25,000
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)....... 2,246,610 Click to see attachment
List of Attached Documents:
// Content
2,754,268 		3,466,552
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,323,641 2,840,855 3,553,139
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,553,145 1,553,145
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 770,496 1,287,710
29 Total net assets or fund balances (see instructions)..... 2,323,641 2,840,855
30 Total liabilities and net assets/fund balances (see instructions). 2,323,641 2,840,855
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,323,641
2
Enter amount from Part I, line 27a .....................
2
942,230
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
124
4
Add lines 1, 2, and 3 ..........................
4
3,265,995
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
425,140
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,840,855
Form 990-PF (2024)
Form 990-PF (2024)
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 477.571 CCM COMMUNITY IMPACT BOND FUND CL INSTL   2018-01-31 2024-02-29
b 132.903 CCM COMMUNITY IMPACT BOND FUND CL INSTL   2019-03-13 2024-02-29
c 17.842 CCM COMMUNITY IMPACT BOND FUND CL INSTL   2022-03-17 2024-02-29
d 1454.24 CCM COMMUNITY IMPACT BOND FUND CL INSTL   2022-05-31 2024-02-29
e 14.952 CCM COMMUNITY IMPACT BOND FUND CL INSTL   2018-01-29 2024-02-29
291.402 CCM COMMUNITY IMPACT BOND FUND CL INSTL   2018-01-29 2024-02-29
91.134 HARTFORD SCHRODERS EMERG MKTS EQUITY FD CL F   2021-01-29 2024-02-29
509. ISHARES RUSSELL MID-CAP ETF   2023-01-09 2024-02-29
489. ISHARES RUSSELL MID-CAP ETF   2020-12-21 2024-02-29
227. ISHARES RUSSELL MID-CAP ETF   2023-03-23 2024-02-29
237. ISHARES RUSSELL MID-CAP ETF   2022-07-15 2024-02-29
177. ISHARES RUSSELL MID-CAP ETF   2023-10-30 2024-02-29
122. ISHARES RUSSELL MID-CAP ETF   2022-10-21 2024-02-29
4244. ISHARES RUSSELL MID-CAP ETF   2017-03-31 2024-02-29
88. ISHARES RUSSELL MID-CAP ETF   2017-05-17 2024-02-29
61. ISHARES RUSSELL MID-CAP ETF   2018-12-31 2024-02-29
602. ISHARES RUSSELL MID-CAP ETF   2020-03-20 2024-02-29
92. ISHARES MSCI USA ESG SELECT ETF   2023-01-31 2024-02-29
28. ISHARES ESG AWARE MSCI EAFE ETF   2020-01-17 2024-02-29
1378.666 NUVEEN CORE IMPACT BD FD CL R6   2021-11-24 2024-02-29
834.989 NUVEEN CORE IMPACT BD FD CL R6   2021-11-22 2024-02-29
598.542 NUVEEN CORE IMPACT BD FD CL R6   2017-03-31 2024-02-29
1415.567 NUVEEN CORE IMPACT BD FD CL R6   2021-03-12 2024-02-29
179.718 NUVEEN CORE IMPACT BD FD CL R6   2021-03-12 2024-02-29
7. AT&T INC   2023-03-23 2024-03-25
3. ABBOTT LABORATORIES   2023-01-09 2024-03-25
7. ADVANCED MICRO DEVICES INC   2023-12-11 2024-03-25
10. ALPHABET INC SHS CL C   2023-01-31 2024-03-25
1. AMERICAN EXPRESS CO   2022-03-17 2024-03-25
1. AMERICAN WTR WKS CO INC NEW   2023-01-31 2024-03-25
1. AMERISOURCEBERGEN CORP COM   2023-03-23 2024-03-25
1. APPLE INC COM   2023-01-31 2024-03-25
26. APPLE INC COM   2023-01-09 2024-03-25
2. APPLIED MATERIALS INCORPORATED   2023-01-31 2024-03-25
1. BAXTER INTERNATIONAL INC   2022-12-08 2024-03-25
1. BEST BUY INCORPORATED   2022-01-31 2024-03-25
3. BRISTOL MYERS SQUIBB CO COM   2023-01-09 2024-03-25
1. BRISTOL MYERS SQUIBB CO COM   2023-01-31 2024-03-25
2. CVS CAREMARK CORP COM   2023-01-09 2024-03-25
2. CAPITAL ONE FINANCIAL CORPORATION   2023-06-15 2024-03-25
3. CARRIER GLOBAL CORP REG SH   2023-12-11 2024-03-25
1. CENTENE CORP DELAWARE COM   2023-12-11 2024-03-25
3. CISCO SYSTEMS INCORPORATED   2020-12-03 2024-03-25
6. CITIGROUP INC COM NEW   2017-03-31 2024-03-25
7. COMCAST CORP NEW CL A COM   2021-12-09 2024-03-25
1. COSTCO WHSL CORP NEW COM   2023-12-11 2024-03-25
1. DANAHER CORPORATION   2022-09-15 2024-03-25
4. EBAY INC   2023-01-31 2024-03-25
1. ECOLAB INCORPORATED   2023-01-31 2024-03-25
1. ELECTRONIC ARTS   2021-03-12 2024-03-25
3. FIDELITY NATL INFORMATION SVCS INC COM   2023-12-11 2024-03-25
1. FORTIVE CORP SHS   2023-03-23 2024-03-25
2. GENERAL MILLS INC   2023-01-09 2024-03-25
9. GENERAL MOTORS CO COMMON SHARES   2023-03-23 2024-03-25
2. GILEAD SCIENCES INC   2023-01-09 2024-03-25
4. HALLIBURTON CO   2023-12-11 2024-03-25
1. HERSHEY FOODS CORP   2023-01-31 2024-03-25
4. HEWLETT PACKARD ENTERPRISE CO   2023-09-18 2024-03-25
1. HOME DEPOT INC   2023-01-09 2024-03-25
1. HUMANA INC   2023-01-09 2024-03-25
1. HUMANA INC   2023-07-31 2024-03-25
1. HUMANA INC   2020-12-21 2024-03-25
3. HUMANA INC   2018-06-21 2024-03-25
3. HUMANA INC   2018-12-31 2024-03-25
1. ILLINOIS TOOL WORKS INCORPORATED   2023-01-09 2024-03-25
9. ISHARES MSCI USA ESG SELECT ETF   2023-01-31 2024-03-25
125. ISHARES ESG SELECT SCRND S&P MID CAP ETF   2024-02-29 2024-03-25
15. KIMBERLY CLARK CORP COM   2023-12-11 2024-03-25
1. ESTEE LAUDER COMPANIES CL A   2023-01-31 2024-03-25
1. LOWES COMPANIES INCORPORATED   2023-09-18 2024-03-25
3. MERCK AND CO INC SHS   2023-01-09 2024-03-25
3. METLIFE INC   2023-01-09 2024-03-25
6. MICROSOFT CORPORATION   2022-03-17 2024-03-25
1. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2023-01-31 2024-03-25
16. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2023-01-09 2024-03-25
32. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2019-09-05 2024-03-25
8. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2020-04-17 2024-03-25
36. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2020-03-20 2024-03-25
2. NEXTERA ENERGY INC SHS   2017-03-31 2024-03-25
2. NIKE INC CL B   2023-01-31 2024-03-25
2. NVIDIA CORP COM   2021-01-29 2024-03-25
1. OCCIDENTAL PETROLEUM CORPORATION   2023-10-28 2024-03-25
2. OCCIDENTAL PETROLEUM CORPORATION   2023-06-13 2024-03-25
2. OCCIDENTAL PETROLEUM CORPORATION   2023-06-15 2024-03-25
1. PAYPAL HOLDINGS INC SHS   2023-01-09 2024-03-25
5. PEPSICO INCORPORATED   2023-01-09 2024-03-25
2. PEPSICO INCORPORATED   2022-01-31 2024-03-25
1. PEPSICO INCORPORATED   2022-05-31 2024-03-25
5. PEPSICO INCORPORATED   2023-01-31 2024-03-25
1. PEPSICO INCORPORATED   2021-12-03 2024-03-25
7. PEPSICO INCORPORATED   2021-06-11 2024-03-25
5. PEPSICO INCORPORATED   2020-12-21 2024-03-25
2. PEPSICO INCORPORATED   2020-12-03 2024-03-25
29. PEPSICO INCORPORATED   2017-03-31 2024-03-25
3. PEPSICO INCORPORATED   2018-03-29 2024-03-25
1. PROGRESSIVE CORP OHIO COM   2023-01-09 2024-03-25
2. PROLOGIS INC   2023-12-11 2024-03-25
1. QUALCOMM INC   2022-03-17 2024-03-25
1. S&P GLOBAL INC   2023-01-31 2024-03-25
1. SALESFORCE.COM INC COMMON   2023-01-31 2024-03-25
1. SCHLUMBERGER LTD COM   2023-01-31 2024-03-25
4. SCHLUMBERGER LTD COM   2023-01-09 2024-03-25
2. SEMPRA ENERGY   2023-01-09 2024-03-25
1. SERVICENOW INC   2023-12-11 2024-03-25
1. STARBUCKS CORP COM   2023-01-29 2024-03-25
1. STARBUCKS CORP COM   2023-01-31 2024-03-25
2. STARBUCKS CORP COM   2023-01-09 2024-03-25
3. TJX COMPANIES INCORPORATED NEW   2023-01-09 2024-03-25
1. TARGET CORP   2023-06-15 2024-03-25
1. TRACTOR SUPPLY CO COM   2023-06-15 2024-03-25
6. US BANCORP DEL COM NEW   2023-01-09 2024-03-25
2. VALERO ENERGY CORP - NEW   2023-01-31 2024-03-25
9. VENTAS INC COM   2023-01-09 2024-03-25
43. VENTAS INC COM   2022-12-08 2024-03-25
6. VERIZON COMMUNICATIONS   2022-01-31 2024-03-25
1. VERTEX PHARMACEUTICALS INC COM   2023-01-09 2024-03-25
2. VISA INC CL A SHRS   2023-09-18 2024-03-25
3. WEYERHAEUSER CO COM   2023-12-11 2024-03-25
1. ZOETIS INC   2022-01-31 2024-03-25
1. ZOETIS INC   2023-01-31 2024-03-25
1. EATON CORP PLC   2023-01-09 2024-03-25
1. JOHNSON CONTROLS INTER   2023-01-31 2024-03-25
1. JOHNSON CONTROLS INTER   2023-01-09 2024-03-25
1. LINDE PLC NEW   2023-12-11 2024-03-25
1. APTIV PLC SHS   2022-09-15 2024-03-25
1. STERIS PLC REG SHS   2023-10-30 2024-03-25
20. AFLAC INC   2009-02-17 2024-06-11
46. AFLAC INC   2009-02-17 2024-06-11
60. ALPHABET INC SHS CL A   2010-06-30 2024-06-11
40. ALPHABET INC SHS CL A   2009-08-19 2024-06-11
20. ALPHABET INC SHS CL A   2009-05-21 2024-06-11
100. ALPHABET INC SHS CL A   2008-10-13 2024-06-11
20. ALPHABET INC SHS CL A   2009-02-17 2024-06-11
20. ALPHABET INC SHS CL A   2008-12-15 2024-06-11
19. AMERICAN EXPRESS CO   2022-03-17 2024-06-11
4. AMERICAN EXPRESS CO   2023-01-31 2024-06-11
1. AMERICAN EXPRESS CO   2022-05-31 2024-06-11
5. AMERICAN EXPRESS CO   2023-01-09 2024-06-11
12. AMERICAN EXPRESS CO   2009-07-23 2024-06-11
8. AMERICAN EXPRESS CO   2009-07-30 2024-06-11
3. AMERICAN EXPRESS CO   2009-04-20 2024-06-11
1. AMERICAN EXPRESS CO   2009-04-20 2024-06-11
19. AMERICAN TOWER REIT INC (HLDG CO) SHS   2008-12-15 2024-06-11
5. AMERISOURCEBERGEN CORP COM   2023-03-23 2024-06-11
15. AMGEN INC COM   2008-05-08 2024-06-11
15. AMGEN INC COM   2008-05-08 2024-06-11
20. AMPHENOL CORP NEW CL A   2012-06-13 2024-06-11
20. AMPHENOL CORP NEW CL A   2012-05-11 2024-06-11
4. AMPHENOL CORP NEW CL A   2010-03-01 2024-06-11
20. AMPHENOL CORP NEW CL A   2009-03-20 2024-06-11
20. AMPHENOL CORP NEW CL A   2009-03-20 2024-06-11
11. ANALOG DEVICES INC   2023-03-23 2024-06-11
1. ELEVANCE HEALTH INC   2023-01-09 2024-06-11
1. ELEVANCE HEALTH INC   2023-07-31 2024-06-11
1. ELEVANCE HEALTH INC   2020-12-21 2024-06-11
2. ELEVANCE HEALTH INC   2020-09-03 2024-06-11
6. ELEVANCE HEALTH INC   2019-09-05 2024-06-11
2. ELEVANCE HEALTH INC   2010-08-13 2024-06-11
3. APPLIED MATERIALS INCORPORATED   2023-01-31 2024-06-11
8. APPLIED MATERIALS INCORPORATED   2023-01-09 2024-06-11
9. APPLIED MATERIALS INCORPORATED   2020-12-03 2024-06-11
6. APPLIED MATERIALS INCORPORATED   2020-12-21 2024-06-11
22. APPLIED MATERIALS INCORPORATED   2017-12-13 2024-06-11
25. APPLIED MATERIALS INCORPORATED   2009-03-20 2024-06-11
3. AUTOMATIC DATA PROCESSING INC   2022-12-08 2024-06-11
2. AUTOMATIC DATA PROCESSING INC   2023-01-09 2024-06-11
1. AUTOMATIC DATA PROCESSING INC   2023-01-31 2024-06-11
5. AUTOMATIC DATA PROCESSING INC   2022-07-15 2024-06-11
16. AUTOMATIC DATA PROCESSING INC   2009-08-20 2024-06-11
50. BALL CORP   2008-10-13 2024-06-11
20. BALL CORP   2008-11-13 2024-06-11
9. CIGNA GROUP/THE   2009-11-09 2024-06-11
14. CIGNA GROUP/THE   2009-07-30 2024-06-11
2. CIGNA GROUP/THE   2009-05-21 2024-06-11
1. CIGNA GROUP/THE   2009-04-20 2024-06-11
261. CSX CORP   2009-03-20 2024-06-11
5. CATERPILLAR INCORPORATED   2023-09-18 2024-06-11
1. CATERPILLAR INCORPORATED   2023-01-31 2024-06-11
2. CATERPILLAR INCORPORATED   2023-01-09 2024-06-11
10. CATERPILLAR INCORPORATED   2022-03-17 2024-06-11
1. CATERPILLAR INCORPORATED   2022-05-31 2024-06-11
9. CATERPILLAR INCORPORATED   2009-02-17 2024-06-11
8. CATERPILLAR INCORPORATED   2009-03-20 2024-06-11
1. DR HORTON   2010-08-25 2024-06-11
6. DR HORTON   2009-06-22 2024-06-11
22. DR HORTON   2008-11-13 2024-06-11
3. DANAHER CORPORATION   2022-09-15 2024-06-11
1. DANAHER CORPORATION   2023-01-31 2024-06-11
1. DANAHER CORPORATION   2023-01-09 2024-06-11
4. DANAHER CORPORATION   2023-06-15 2024-06-11
8. DARDEN RESTAURANTS INC   2008-11-13 2024-06-11
4.229 DELL TECHNOLOGIES INC REG SHS CL C   2009-01-15 2024-06-11
14.771 DELL TECHNOLOGIES INC REG SHS CL C   2007-11-26 2024-06-11
4.43 DELL TECHNOLOGIES INC REG SHS CL C   2009-08-20 2024-06-11
20.57 DELL TECHNOLOGIES INC REG SHS CL C   2008-11-13 2024-06-11
5. EQUIFAX INC   2009-03-20 2024-06-11
40. FISERV INCORPORATED   2009-05-21 2024-06-11
1. GRAINGER W W INCORPORATED   2023-01-09 2024-06-11
1. GRAINGER W W INCORPORATED   2020-12-03 2024-06-11
2. GRAINGER W W INCORPORATED   2019-09-05 2024-06-11
1. GRAINGER W W INCORPORATED   2020-03-20 2024-06-11
.333 HUNTINGTON INGALLS INDS INC   2008-11-13 2024-06-11
.667 HUNTINGTON INGALLS INDS INC   2008-12-15 2024-06-11
25. INTERCONTINENTAL EXCHANGE INC   2009-02-17 2024-06-11
1. INTUIT INC   2021-06-11 2024-06-11
1. INTUIT INC   2023-01-31 2024-06-11
1. INTUIT INC   2023-01-09 2024-06-11
1. INTUIT INC   2021-03-12 2024-06-11
1. INTUIT INC   2020-12-03 2024-06-11
2. INTUIT INC   2019-03-13 2024-06-11
1. INTUIT INC   2020-03-20 2024-06-11
15. INTUIT INC   2012-06-13 2024-06-11
10. INTUIT INC   2011-10-03 2024-06-11
1. INTUIT INC   2011-08-23 2024-06-11
10. KEYSIGHT TECHNOLOGIES INC SHS   2011-10-03 2024-06-11
9. KEYSIGHT TECHNOLOGIES INC SHS   2009-11-09 2024-06-11
5. KONTOOR BRANDS INC REG SHS   2009-02-17 2024-06-11
15. LOWES COMPANIES INCORPORATED   2023-09-18 2024-06-11
1. LOWES COMPANIES INCORPORATED   2009-08-20 2024-06-11
65. LOWES COMPANIES INCORPORATED   2011-10-03 2024-06-11
16. LOWES COMPANIES INCORPORATED   2008-11-13 2024-06-11
19. LOWES COMPANIES INCORPORATED   2009-03-20 2024-06-11
8. MARATHON PETROLEUM CORP   2010-02-19 2024-06-11
12. MARATHON PETROLEUM CORP   2010-03-01 2024-06-11
12. MARATHON PETROLEUM CORP   2009-03-20 2024-06-11
21. MARSH & MCLENNAN COS INC   2010-06-30 2024-06-11
24. MARSH & MCLENNAN COS INC   2009-05-21 2024-06-11
25. MARRIOTT INTERNATIONAL CL A   2024-03-25 2024-06-11
20. MOTOROLA SOLUTIONS INC   2010-06-30 2024-06-11
25. MOTOROLA SOLUTIONS INC   2009-03-20 2024-06-11
17. NETAPP INC   2009-01-15 2024-06-11
42. NETAPP INC   2008-11-13 2024-06-11
35. NETFLIX.COM INC COM   2015-03-31 2024-06-11
35. NETFLIX.COM INC COM   2014-12-18 2024-06-11
.25 NEW NEWSCORP LLC SHS CL A   2009-08-20 2024-06-11
.75 NEW NEWSCORP LLC SHS CL A   2009-03-20 2024-06-11
10. ONEOK INC NEW COM   2016-01-20 2024-06-11
5. PROGRESSIVE CORP OHIO COM   2023-01-09 2024-06-11
2. PROGRESSIVE CORP OHIO COM   2022-01-31 2024-06-11
2. PROGRESSIVE CORP OHIO COM   2020-12-15 2024-06-11
1. PROGRESSIVE CORP OHIO COM   2020-12-30 2024-06-11
25. PROGRESSIVE CORP OHIO COM   2019-09-05 2024-06-11
25. PROGRESSIVE CORP OHIO COM   2009-08-19 2024-06-11
22. PROGRESSIVE CORP OHIO COM   2009-07-30 2024-06-11
2. PULTE CORPORATION   2011-12-02 2024-06-11
15. PULTE CORPORATION   2011-10-03 2024-06-11
55. PULTE CORPORATION   2011-10-03 2024-06-11
2. ROCKWELL INTL CORP   2023-01-09 2024-06-11
1. ROCKWELL INTL CORP   2023-10-30 2024-06-11
1. ROCKWELL INTL CORP   2017-12-13 2024-06-11
2. SERVICENOW INC   2023-12-11 2024-06-11
5. SERVICENOW INC   2023-09-18 2024-06-11
1. SERVICENOW INC   2023-10-30 2024-06-11
20. SERVICENOW INC   2015-09-08 2024-06-11
5. SERVICENOW INC   2015-08-26 2024-06-11
5. SERVICENOW INC   2015-08-26 2024-06-11
20. SERVICENOW INC   2015-08-25 2024-06-11
20. SERVICENOW INC   2015-08-25 2024-06-11
18. SERVICENOW INC   2016-02-22 2024-06-11
8. SERVICENOW INC   2016-02-22 2024-06-11
23. STRYKER CORP   2009-03-20 2024-06-11
4. SYLVAMO CORP REG SHS WHEN   2009-02-17 2024-06-11
4. SYLVAMO CORP REG SHS WHEN   2009-02-17 2024-06-11
29. TEXAS INSTRS INC   2009-08-20 2024-06-11
5. TEXAS INSTRS INC   2010-01-29 2024-06-11
10. TEXAS INSTRS INC   2009-02-17 2024-06-11
43. TEXAS INSTRS INC   2009-02-17 2024-06-11
17. TEXAS INSTRS INC   2009-02-17 2024-06-11
1. VERALTO CORP REG SHS   2009-03-20 2024-06-11
3. VONTIER CORP   2009-03-20 2024-06-11
8. YUM BRANDS INC COM   2008-11-13 2024-06-11
1.2 NVENT ELEC PLC REG SHS   2011-08-23 2024-06-11
.2 NVENT ELEC PLC REG SHS   2011-08-23 2024-06-11
4.8 NVENT ELEC PLC REG SHS   2008-11-13 2024-06-11
.8 NVENT ELEC PLC REG SHS   2008-12-15 2024-06-11
6. AT&T INC   2023-03-23 2024-07-03
2. ABBOTT LABORATORIES   2023-01-09 2024-07-03
2. ADVANCED MICRO DEVICES INC   2024-06-11 2024-07-03
1. AGILENT TECHNOLOGIES INC   2023-01-09 2024-07-03
1. AIR PRODUCTS AND CHEMICALS INC   2024-06-11 2024-07-03
8. AIR PRODUCTS AND CHEMICALS INC   2017-03-31 2024-07-03
4. ALEXANDRIA REAL ESTATE EQ INC COM   2021-09-23 2024-07-03
1. ALEXANDRIA REAL ESTATE EQ INC COM   2022-01-31 2024-07-03
4. ALEXANDRIA REAL ESTATE EQ INC COM   2020-09-03 2024-07-03
1. ALEXANDRIA REAL ESTATE EQ INC COM   2021-03-12 2024-07-03
1. ALEXANDRIA REAL ESTATE EQ INC COM   2023-01-31 2024-07-03
3. ALEXANDRIA REAL ESTATE EQ INC COM   2023-01-09 2024-07-03
2. ALEXANDRIA REAL ESTATE EQ INC COM   2024-06-11 2024-07-03
8. ALPHABET INC SHS CL C   2024-06-11 2024-07-03
2. AMERICAN EXPRESS CO   2009-04-20 2024-07-03
1. AMERISOURCEBERGEN CORP COM   2023-03-23 2024-07-03
1. ELEVANCE HEALTH INC   2010-08-13 2024-07-03
8. APPLE INC COM   2024-06-11 2024-07-03
2. APPLIED MATERIALS INCORPORATED   2009-03-20 2024-07-03
1. AUTOMATIC DATA PROCESSING INC   2009-08-20 2024-07-03
17. BAXTER INTERNATIONAL INC   2022-12-08 2024-07-03
4. BAXTER INTERNATIONAL INC   2023-01-09 2024-07-03
3. BAXTER INTERNATIONAL INC   2023-01-31 2024-07-03
17. BAXTER INTERNATIONAL INC   2023-03-23 2024-07-03
6. BAXTER INTERNATIONAL INC   2024-06-11 2024-07-03
1. BIOGEN IDEC INC   2024-06-11 2024-07-03
2. BOSTON SCIENTIFIC CORPORATION   2024-06-11 2024-07-03
2. BRISTOL MYERS SQUIBB CO COM   2023-01-31 2024-07-03
2. CVS CAREMARK CORP COM   2023-01-09 2024-07-03
1. CAPITAL ONE FINANCIAL CORPORATION   2024-06-11 2024-07-03
2. CARRIER GLOBAL CORP REG SH   2024-06-11 2024-07-03
1. CATERPILLAR INCORPORATED   2009-03-20 2024-07-03
1. CENTENE CORP DELAWARE COM   2023-12-11 2024-07-03
4. CISCO SYSTEMS INCORPORATED   2024-06-11 2024-07-03
4. CITIGROUP INC COM NEW   2017-03-31 2024-07-03
2. COLGATE PALMOLIVE CO   2024-06-11 2024-07-03
6. COMCAST CORP NEW CL A COM   2021-12-09 2024-07-03
1. COSTCO WHSL CORP NEW COM   2024-06-11 2024-07-03
1. DEERE & COMPANY   2023-01-09 2024-07-03
5. EBAY INC   2024-06-11 2024-07-03
2. ECOLAB INCORPORATED   2024-06-11 2024-07-03
1. ELECTRONIC ARTS   2024-06-11 2024-07-03
1. EMERSON ELEC CO   2024-06-11 2024-07-03
3. FIDELITY NATL INFORMATION SVCS INC COM   2024-06-11 2024-07-03
3. GENERAL MILLS INC   2023-01-09 2024-07-03
7. GENERAL MOTORS CO COMMON SHARES   2024-06-11 2024-07-03
2. GILEAD SCIENCES INC   2023-01-09 2024-07-03
3. HALLIBURTON CO   2023-12-11 2024-07-03
780.259 HARTFORD SCHRODERS EMERG MKTS EQUITY FD CL F   2021-01-29 2024-07-03
91.134 HARTFORD SCHRODERS EMERG MKTS EQUITY FD CL F   2021-02-23 2024-07-03
4. HEWLETT PACKARD ENTERPRISE CO   2024-06-11 2024-07-03
1. HOME DEPOT INC   2024-06-11 2024-07-03
105. ISHARES MSCI USA ESG SELECT ETF   2024-06-11 2024-07-03
2. ESTEE LAUDER COMPANIES CL A   2023-01-09 2024-07-03
1. ESTEE LAUDER COMPANIES CL A   2022-05-31 2024-07-03
1. ESTEE LAUDER COMPANIES CL A   2021-01-29 2024-07-03
1. ESTEE LAUDER COMPANIES CL A   2018-01-31 2024-07-03
10. ESTEE LAUDER COMPANIES CL A   2017-12-13 2024-07-03
3. ESTEE LAUDER COMPANIES CL A   2024-06-11 2024-07-03
1. LOWES COMPANIES INCORPORATED   2009-03-20 2024-07-03
1. MARRIOTT INTERNATIONAL CL A   2024-03-25 2024-07-03
1. MASTERCARD INC   2024-06-11 2024-07-03
2. MERCK AND CO INC SHS   2024-06-11 2024-07-03
2. METLIFE INC   2023-01-09 2024-07-03
4. MICROSOFT CORPORATION   2024-06-11 2024-07-03
1. MOODYS CORP COM   2024-06-11 2024-07-03
2. NEXTERA ENERGY INC SHS   2024-06-11 2024-07-03
1. NIKE INC CL B   2023-01-09 2024-07-03
1. NIKE INC CL B   2023-01-31 2024-07-03
37. NVIDIA CORP COM   2024-06-11 2024-07-03
4. OCCIDENTAL PETROLEUM CORPORATION   2024-06-11 2024-07-03
1. OTIS WORLDWIDE CORP REG SH   2024-06-11 2024-07-03
1. PAYPAL HOLDINGS INC SHS   2023-01-09 2024-07-03
2. PROCTER & GAMBLE CO COM   2024-06-11 2024-07-03
2. PROGRESSIVE CORP OHIO COM   2009-07-30 2024-07-03
2. PROLOGIS INC   2023-12-11 2024-07-03
3. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-06-11 2024-07-03
2. QUALCOMM INC   2024-06-11 2024-07-03
2. SALESFORCE.COM INC COMMON   2024-06-11 2024-07-03
4. SCHLUMBERGER LTD COM   2023-01-09 2024-07-03
2. STARBUCKS CORP COM   2023-01-09 2024-07-03
2. TJX COMPANIES INCORPORATED NEW   2024-06-11 2024-07-03
2. TARGET CORP   2024-06-11 2024-07-03
1. TRACTOR SUPPLY CO COM   2024-06-11 2024-07-03
5. US BANCORP DEL COM NEW   2023-01-09 2024-07-03
1. ULTA BEAUTY INC   2023-09-18 2024-07-03
1. VALERO ENERGY CORP - NEW   2024-06-11 2024-07-03
6. VERIZON COMMUNICATIONS   2022-01-31 2024-07-03
2. VERTEX PHARMACEUTICALS INC COM   2024-06-11 2024-07-03
2. VISA INC CL A SHRS   2024-06-11 2024-07-03
4. WELLS FARGO COMPANY   2024-06-11 2024-07-03
3. WEYERHAEUSER CO COM   2023-12-11 2024-07-03
4. AON PLC REG SHS   2023-09-18 2024-07-03
6. AON PLC REG SHS   2023-06-15 2024-07-03
6. AON PLC REG SHS   2023-03-23 2024-07-03
2. AON PLC REG SHS   2024-06-11 2024-07-03
1. EATON CORP PLC   2024-06-11 2024-07-03
1. JOHNSON CONTROLS INTER   2024-06-11 2024-07-03
1. LINDE PLC NEW   2024-06-11 2024-07-03
2. APTIV PLC SHS   2022-09-15 2024-07-03
1. STERIS PLC REG SHS   2024-06-11 2024-07-03
8. AMERICAN EXPRESS CO   2009-04-20 2024-09-23
2. CVS CAREMARK CORP COM   2022-12-18 2024-09-23
3. CVS CAREMARK CORP COM   2023-01-31 2024-09-23
23. CVS CAREMARK CORP COM   2017-03-31 2024-09-23
5. CVS CAREMARK CORP COM   2021-01-29 2024-09-23
1. CVS CAREMARK CORP COM   2018-03-29 2024-09-23
4. CVS CAREMARK CORP COM   2024-06-11 2024-09-23
8. CARRIER GLOBAL CORP REG SH   2024-06-11 2024-09-23
32. CARRIER GLOBAL CORP REG SH   2023-12-11 2024-09-23
1. CARRIER GLOBAL CORP REG SH   2023-06-15 2024-09-23
2. COSTCO WHSL CORP NEW COM   2024-06-11 2024-09-23
22. GENERAL MOTORS CO COMMON SHARES   2024-06-11 2024-09-23
42. GENERAL MOTORS CO COMMON SHARES   2023-03-23 2024-09-23
3. HALLIBURTON CO   2023-11-19 2024-09-23
80. HALLIBURTON CO   2023-12-11 2024-09-23
9. HALLIBURTON CO   2024-06-11 2024-09-23
34. ISHARES MSCI USA ESG SELECT ETF   2024-06-11 2024-09-23
327. ISHARES ESG SELECT SCRND S&P MID CAP ETF   2024-07-03 2024-09-23
44. NUVEEN ESG SMALL-CAP ETF   2024-03-25 2024-09-23
268. NUVEEN ESG SMALL-CAP ETF   2024-02-29 2024-09-23
14. OCCIDENTAL PETROLEUM CORPORATION   2024-06-11 2024-09-23
61. OCCIDENTAL PETROLEUM CORPORATION   2023-06-15 2024-09-23
58. OCCIDENTAL PETROLEUM CORPORATION   2023-12-11 2024-09-23
23. VANGUARD LONG-TERM TREASURY ETF   2023-07-31 2024-09-23
6. VERIZON COMMUNICATIONS   2022-01-09 2024-09-23
63. VERIZON COMMUNICATIONS   2017-03-31 2024-09-23
4. VERIZON COMMUNICATIONS   2018-03-29 2024-09-23
19. VERIZON COMMUNICATIONS   2023-01-09 2024-09-23
11. VERIZON COMMUNICATIONS   2023-01-31 2024-09-23
16. VERIZON COMMUNICATIONS   2024-06-11 2024-09-23
37. VERIZON COMMUNICATIONS   2023-03-23 2024-09-23
1. AT&T INC   2023-03-23 2024-10-24
1. ABBVIE INC SHS   2024-03-25 2024-10-24
5. ALPHABET INC SHS CL C   2024-06-11 2024-10-24
1. ELEVANCE HEALTH INC   2024-09-23 2024-10-24
3. APPLE INC COM   2024-09-23 2024-10-24
2. APPLE INC COM   2024-06-11 2024-10-24
1. APPLIED MATERIALS INCORPORATED   2009-03-20 2024-10-24
1. BOSTON SCIENTIFIC CORPORATION   2024-06-11 2024-10-24
1. BRISTOL MYERS SQUIBB CO COM   2023-01-09 2024-10-24
1. CARRIER GLOBAL CORP REG SH   2023-06-15 2024-10-24
1. CHEVRONTEXACO CORP COM   2024-09-23 2024-10-24
1. CITIGROUP INC COM NEW   2017-03-31 2024-10-24
1. COMCAST CORP NEW CL A COM   2021-11-17 2024-10-24
1. COSTCO WHSL CORP NEW COM   2023-12-11 2024-10-24
1. CUMMINS ENGINE INC   2024-06-11 2024-10-24
1. EBAY INC   2024-06-11 2024-10-24
1. ELECTRONIC ARTS   2024-06-11 2024-10-24
1. FORTIVE CORP SHS   2024-06-11 2024-10-24
3. GENERAL MOTORS CO COMMON SHARES   2023-03-23 2024-10-24
585.992 HARTFORD SCHRODERS EMERG MKTS EQUITY FD CL F   2021-01-29 2024-10-24
1. HEWLETT PACKARD ENTERPRISE CO   2024-06-11 2024-10-24
1. HOME DEPOT INC   2024-09-23 2024-10-24
3. HUNTINGTON BANCSHARES INCORPORATED   2024-09-23 2024-10-24
27. ISHARES MSCI USA ESG SELECT ETF   2024-06-11 2024-10-24
63. ISHARES ESG SELECT SCRND S&P MID CAP ETF   2024-07-03 2024-10-24
1. MARRIOTT INTERNATIONAL CL A   2024-03-25 2024-10-24
1. MERCK AND CO INC SHS   2024-06-11 2024-10-24
2. MICROSOFT CORPORATION   2024-09-23 2024-10-24
1. MICROSOFT CORPORATION   2024-06-11 2024-10-24
1. NASDAQ STOCK MARKET INC COM   2024-09-23 2024-10-24
9. NVIDIA CORP COM   2024-06-11 2024-10-24
1. OTIS WORLDWIDE CORP REG SH   2024-06-11 2024-10-24
1. PPG INDUSTRIES INC   2024-03-25 2024-10-24
1. PAYPAL HOLDINGS INC SHS   2022-12-18 2024-10-24
1. PROCTER & GAMBLE CO COM   2024-09-23 2024-10-24
1. PROGRESSIVE CORP OHIO COM   2024-09-23 2024-10-24
1. SALESFORCE.COM INC COMMON   2024-06-11 2024-10-24
1. SCHLUMBERGER LTD COM   2023-01-09 2024-10-24
1. SEMPRA ENERGY   2023-01-09 2024-10-24
1. SERVICENOW INC   2024-09-23 2024-10-24
1. STARBUCKS CORP COM   2022-12-18 2024-10-24
1. TJX COMPANIES INCORPORATED NEW   2024-06-11 2024-10-24
1. T-MOBILE US INC SHS   2024-09-23 2024-10-24
1. US BANCORP DEL COM NEW   2023-01-09 2024-10-24
1. VALERO ENERGY CORP - NEW   2024-06-11 2024-10-24
430. VANGUARD LONG-TERM TREASURY ETF   2023-07-31 2024-10-24
44. VANGUARD LONG-TERM TREASURY ETF   2024-03-25 2024-10-24
11. VANGUARD LONG-TERM TREASURY ETF   2023-09-18 2024-10-24
25. VANGUARD LONG-TERM TREASURY ETF   2024-07-03 2024-10-24
77. VANGUARD LONG-TERM TREASURY ETF   2024-06-11 2024-10-24
6. VANGUARD LONG-TERM TREASURY ETF   2023-10-30 2024-10-24
1. VERTEX PHARMACEUTICALS INC COM   2024-06-11 2024-10-24
1. VISA INC CL A SHRS   2024-09-23 2024-10-24
2. WAL-MART STORES INCORPORATED   2024-09-23 2024-10-24
1. WELLS FARGO COMPANY   2024-06-11 2024-10-24
1. XYLEM INC SHS   2024-06-11 2024-10-24
1. LINDE PLC NEW   2024-09-23 2024-10-24
4. AT&T INC   2023-03-23 2024-12-05
2. ABBOTT LABORATORIES   2022-12-18 2024-12-05
1. ADVANCED MICRO DEVICES INC   2024-06-11 2024-12-05
4. ALPHABET INC SHS CL C   2024-06-11 2024-12-05
1. AMERICAN EXPRESS CO   2009-04-20 2024-12-05
1. AMERISOURCEBERGEN CORP COM   2023-03-23 2024-12-05
1. ANALOG DEVICES INC   2024-09-23 2024-12-05
4. APPLE INC COM   2024-06-11 2024-12-05
1. APPLIED MATERIALS INCORPORATED   2009-03-20 2024-12-05
1. BEST BUY INCORPORATED   2022-01-31 2024-12-05
1. BIOGEN IDEC INC   2024-06-11 2024-12-05
1. BOSTON SCIENTIFIC CORPORATION   2024-06-11 2024-12-05
1. BRISTOL MYERS SQUIBB CO COM   2023-01-09 2024-12-05
2. CAPITAL ONE FINANCIAL CORPORATION   2024-06-11 2024-12-05
1. CENTENE CORP DELAWARE COM   2023-11-19 2024-12-05
1. CENTENE CORP DELAWARE COM   2023-12-11 2024-12-05
1. CHEVRONTEXACO CORP COM   2024-09-23 2024-12-05
3. CISCO SYSTEMS INCORPORATED   2024-06-11 2024-12-05
2. CITIGROUP INC COM NEW   2017-03-31 2024-12-05
1. COLGATE PALMOLIVE CO   2024-06-11 2024-12-05
4. COMCAST CORP NEW CL A COM   2021-11-17 2024-12-05
285.893 CCM COMMUNITY IMPACT BOND FUND CL INSTL   2018-02-23 2024-12-05
3. EBAY INC   2023-01-31 2024-12-05
1. ECOLAB INCORPORATED   2024-06-11 2024-12-05
2. EDWARDS LIFESCIENCES CORP   2024-07-03 2024-12-05
1. ELECTRONIC ARTS   2024-06-11 2024-12-05
1. EMERSON ELEC CO   2024-06-11 2024-12-05
1. EQUINIX INC   2024-07-03 2024-12-05
1. FIDELITY NATL INFORMATION SVCS INC COM   2024-06-11 2024-12-05
2. GENERAL MILLS INC   2022-12-18 2024-12-05
2. GENERAL MOTORS CO COMMON SHARES   2023-03-23 2024-12-05
2. GILEAD SCIENCES INC   2022-12-18 2024-12-05
1. GRAINGER W W INCORPORATED   2024-07-03 2024-12-05
239.749 HARTFORD SCHRODERS EMERG MKTS EQUITY FD CL F   2021-01-27 2024-12-05
62.955 HARTFORD SCHRODERS EMERG MKTS EQUITY FD CL F   2021-01-29 2024-12-05
1. HERSHEY FOODS CORP   2023-01-31 2024-12-05
2. HEWLETT PACKARD ENTERPRISE CO   2024-06-11 2024-12-05
4. HUNTINGTON BANCSHARES INCORPORATED   2024-09-23 2024-12-05
1. IQVIA HLDGS INC   2024-06-11 2024-12-05
68. ISHARES MSCI USA ESG SELECT ETF   2024-06-11 2024-12-05
93. ISHARES ESG AWARE MSCI EAFE ETF   2024-10-24 2024-12-05
8. ISHARES ESG AWARE MSCI EAFE ETF   2024-09-23 2024-12-05
147. ISHARES ESG SELECT SCRND S&P MID CAP ETF   2024-07-03 2024-12-05
142. ISHARES ESG SELECT SCRND S&P MID CAP ETF   2024-06-11 2024-12-05
1. LOWES COMPANIES INCORPORATED   2009-03-20 2024-12-05
1. MARSH & MCLENNAN COS INC   2024-07-03 2024-12-05
1. MARRIOTT INTERNATIONAL CL A   2024-03-25 2024-12-05
1. MERCK AND CO INC SHS   2024-06-11 2024-12-05
2. METLIFE INC   2023-01-09 2024-12-05
3. MICROSOFT CORPORATION   2024-06-11 2024-12-05
1. NASDAQ STOCK MARKET INC COM   2024-09-23 2024-12-05
1. NEXTERA ENERGY INC SHS   2024-06-11 2024-12-05
1. NIKE INC CL B   2023-01-09 2024-12-05
8. NVIDIA CORP COM   2024-06-11 2024-12-05
47. NUVEEN ESG SMALL-CAP ETF   2024-10-24 2024-12-05
97. NUVEEN ESG SMALL-CAP ETF   2024-02-29 2024-12-05
1. OTIS WORLDWIDE CORP REG SH   2024-06-11 2024-12-05
1. PAYPAL HOLDINGS INC SHS   2023-01-09 2024-12-05
1. PAYPAL HOLDINGS INC SHS   2022-12-08 2024-12-05
2. PROCTER & GAMBLE CO COM   2024-06-11 2024-12-05
1. PROGRESSIVE CORP OHIO COM   2009-07-30 2024-12-05
1. PROLOGIS INC   2023-12-11 2024-12-05
2. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-06-11 2024-12-05
1. QUALCOMM INC   2024-06-11 2024-12-05
1. ROCKWELL INTL CORP   2017-12-13 2024-12-05
3. SCHLUMBERGER LTD COM   2023-01-09 2024-12-05
1. SEMPRA ENERGY   2023-01-09 2024-12-05
1. STARBUCKS CORP COM   2022-12-18 2024-12-05
179.718 NUVEEN CORE IMPACT BD FD CL R6   2021-04-06 2024-12-05
598.542 NUVEEN CORE IMPACT BD FD CL R6   2017-04-25 2024-12-05
114.763 NUVEEN CORE IMPACT BD FD CL R6   2017-03-31 2024-12-05
2. TJX COMPANIES INCORPORATED NEW   2024-06-11 2024-12-05
1. T-MOBILE US INC SHS   2024-09-23 2024-12-05
1. TARGET CORP   2024-06-11 2024-12-05
1. THERMO ELECTRON CORP   2024-06-11 2024-12-05
1. US BANCORP DEL COM NEW   2023-01-09 2024-12-05
1. US BANCORP DEL COM NEW   2022-09-15 2024-12-05
1. UNITEDHEALTH GROUP INC   2022-12-08 2024-12-05
1. VALERO ENERGY CORP - NEW   2024-06-11 2024-12-05
20. VANGUARD TOTAL INTERNATL BOND ETF   2024-09-23 2024-12-05
3. VANGUARD TOTAL INTERNATL BOND ETF   2024-10-24 2024-12-05
4. VANGUARD TOTAL INTERNATL BOND ETF   2023-12-11 2024-12-05
1. VERTEX PHARMACEUTICALS INC COM   2024-09-23 2024-12-05
2. VISA INC CL A SHRS   2024-06-11 2024-12-05
2. WAL-MART STORES INCORPORATED   2024-09-23 2024-12-05
2. WELLS FARGO COMPANY   2024-06-11 2024-12-05
1. WELLTOWER INC   2024-07-03 2024-12-05
2. WEYERHAEUSER CO COM   2023-11-19 2024-12-05
1. ZOETIS INC   2024-06-11 2024-12-05
1. LINDE PLC NEW   2024-06-11 2024-12-05
1. APTIV PLC SHS   2022-08-24 2024-12-05
1. STERIS PLC REG SHS   2024-06-11 2024-12-05
4. AT&T INC   2023-03-23 2024-12-20
1. ABBOTT LABORATORIES   2023-01-09 2024-12-20
9. ABBVIE INC SHS   2024-03-25 2024-12-20
5. ABBVIE INC SHS   2024-06-11 2024-12-20
2. ABBVIE INC SHS   2023-01-09 2024-12-20
1. ADOBE SYS INC   2024-06-11 2024-12-20
2. ADOBE SYS INC   2023-01-31 2024-12-20
3. ADOBE SYS INC   2023-01-09 2024-12-20
4. ADVANCED MICRO DEVICES INC   2024-06-11 2024-12-20
43. ADVANCED MICRO DEVICES INC   2023-12-11 2024-12-20
1. AGILENT TECHNOLOGIES INC   2022-12-18 2024-12-20
17. ALPHABET INC SHS CL C   2024-06-11 2024-12-20
1. AMERICAN WTR WKS CO INC NEW   2023-01-31 2024-12-20
10. ANALOG DEVICES INC   2024-09-23 2024-12-20
2. ANALOG DEVICES INC   2023-03-23 2024-12-20
8. ANALOG DEVICES INC   2008-12-15 2024-12-20
4. ANALOG DEVICES INC   2008-12-15 2024-12-20
6. APPLE INC COM   2024-06-11 2024-12-20
1. APPLIED MATERIALS INCORPORATED   2009-03-20 2024-12-20
1. AUTODESK INC (DEL)   2021-09-17 2024-12-20
1. BEST BUY INCORPORATED   2023-01-31 2024-12-20
2. BOSTON SCIENTIFIC CORPORATION   2024-06-11 2024-12-20
2. BRISTOL MYERS SQUIBB CO COM   2023-01-31 2024-12-20
1. CBRE GROUP INC CL A   2024-07-03 2024-12-20
2. CARRIER GLOBAL CORP REG SH   2023-06-15 2024-12-20
1. CATERPILLAR INCORPORATED   2009-03-20 2024-12-20
1. CHEVRONTEXACO CORP COM   2024-09-23 2024-12-20
2. CISCO SYSTEMS INCORPORATED   2024-06-11 2024-12-20
1. CITIGROUP INC COM NEW   2017-03-30 2024-12-20
3. CITIGROUP INC COM NEW   2021-01-29 2024-12-20
1. COLGATE PALMOLIVE CO   2024-06-11 2024-12-20
1. COMCAST CORP NEW CL A COM   2021-11-17 2024-12-20
3. COMCAST CORP NEW CL A COM   2021-12-09 2024-12-20
5.509 CCM COMMUNITY IMPACT BOND FUND CL INSTL   2018-02-23 2024-12-20
214.409 CCM COMMUNITY IMPACT BOND FUND CL INSTL   2022-05-31 2024-12-20
1. DEERE & COMPANY   2022-12-18 2024-12-20
2. EBAY INC   2023-01-31 2024-12-20
22. EDWARDS LIFESCIENCES CORP   2024-07-03 2024-12-20
3. EDWARDS LIFESCIENCES CORP   2024-06-11 2024-12-20
3. EDWARDS LIFESCIENCES CORP   2023-01-09 2024-12-20
2. EDWARDS LIFESCIENCES CORP   2023-01-31 2024-12-20
1. EDWARDS LIFESCIENCES CORP   2023-10-30 2024-12-20
14. EDWARDS LIFESCIENCES CORP   2018-12-31 2024-12-20
2. FIDELITY NATL INFORMATION SVCS INC COM   2024-06-11 2024-12-20
1. FORTIVE CORP SHS   2024-06-11 2024-12-20
1. GENERAL MILLS INC   2022-12-18 2024-12-20
4. GENERAL MOTORS CO COMMON SHARES   2023-03-23 2024-12-20
3. HEWLETT PACKARD ENTERPRISE CO   2024-06-11 2024-12-20
1. HOME DEPOT INC   2024-06-11 2024-12-20
2. HUNTINGTON BANCSHARES INCORPORATED   2024-09-23 2024-12-20
1. ILLINOIS TOOL WORKS INCORPORATED   2024-06-11 2024-12-20
1. INTUIT INC   2011-08-23 2024-12-20
129. ISHARES MSCI USA ESG SELECT ETF   2024-06-11 2024-12-20
245. ISHARES ESG SELECT SCRND S&P MID CAP ETF   2024-06-11 2024-12-20
2. LAM RESH CORP   2024-06-11 2024-12-20
1. MARATHON PETROLEUM CORP   2024-09-23 2024-12-20
1. MASTERCARD INC   2024-06-11 2024-12-20
2. MERCK AND CO INC SHS   2024-06-11 2024-12-20
8. METLIFE INC   2023-01-09 2024-12-20
2. METLIFE INC   2022-12-18 2024-12-20
9. METLIFE INC   2024-06-11 2024-12-20
13. METLIFE INC   2022-03-17 2024-12-20
3. MICROSOFT CORPORATION   2024-06-11 2024-12-20
1. MOODYS CORP COM   2024-06-11 2024-12-20
2. NEXTERA ENERGY INC SHS   2024-06-11 2024-12-20
1. NIKE INC CL B   2022-12-18 2024-12-20
9. NVIDIA CORP COM   2024-06-11 2024-12-20
2. NVIDIA CORP COM   2024-09-23 2024-12-20
106. NUVEEN ESG SMALL-CAP ETF   2024-02-29 2024-12-20
1. PROCTER & GAMBLE CO COM   2024-06-11 2024-12-20
7. PROGRESSIVE CORP OHIO COM   2009-07-30 2024-12-20
3. PROGRESSIVE CORP OHIO COM   2009-07-30 2024-12-20
1. PROLOGIS INC   2023-12-11 2024-12-20
1. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-06-11 2024-12-20
1. QUALCOMM INC   2024-06-11 2024-12-20
1. QUANTA SVCS INC   2024-09-23 2024-12-20
5. ROCKWELL INTL CORP   2017-12-13 2024-12-20
1. ROCKWELL INTL CORP   2018-03-29 2024-12-20
1. ROCKWELL INTL CORP   2018-12-06 2024-12-20
5. ROCKWELL INTL CORP   2009-03-20 2024-12-20
1. S&P GLOBAL INC   2024-06-11 2024-12-20
1. SALESFORCE.COM INC COMMON   2024-06-11 2024-12-20
2. SCHLUMBERGER LTD COM   2023-01-09 2024-12-20
2. SEMPRA ENERGY   2023-01-09 2024-12-20
6. STARBUCKS CORP COM   2023-01-09 2024-12-20
19. STARBUCKS CORP COM   2023-12-11 2024-12-20
9. STARBUCKS CORP COM   2024-06-11 2024-12-20
8. STARBUCKS CORP COM   2020-04-17 2024-12-20
38. STARBUCKS CORP COM   2008-04-25 2024-12-20
558.321 NUVEEN CORE IMPACT BD FD CL R6   2017-03-31 2024-12-20
3. TRACTOR SUPPLY CO COM   2024-06-11 2024-12-20
3. US BANCORP DEL COM NEW   2022-09-15 2024-12-20
1. VALERO ENERGY CORP - NEW   2024-06-11 2024-12-20
38. VANGUARD TOTAL INTERNATL BOND ETF   2023-12-11 2024-12-20
2. VANGUARD TOTAL INTERNATL BOND ETF   2024-03-25 2024-12-20
2. WAL-MART STORES INCORPORATED   2024-09-23 2024-12-20
2. WELLS FARGO COMPANY   2024-06-11 2024-12-20
1. WEYERHAEUSER CO COM   2023-11-19 2024-12-20
1. XYLEM INC SHS   2024-06-11 2024-12-20
1. ACCENTURE PLC SHS   2024-06-11 2024-12-20
1. EATON CORP PLC   2024-06-11 2024-12-20
1. APTIV HOLDINGS LTD   2022-08-24 2024-12-20
2. JOHNSON CONTROLS INTER   2024-06-11 2024-12-20
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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    
(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 4,441   4,967 -526
b 1,236   1,378 -142
c 166   181 -15
d 13,524   14,281 -757
e 139   154 -15
2,710   2,993 -283
1,420   1,921 -501
41,017   35,294 5,723
39,406   32,990 6,416
18,293   15,185 3,108
19,098   15,556 3,542
14,263   11,550 2,713
9,831   7,720 2,111
342,000   199,120 142,880
7,091   4,119 2,972
4,916   2,808 2,108
48,512   23,914 24,598
9,738   8,014 1,724
2,160   1,948 212
12,215   14,490 -2,275
7,398   8,676 -1,278
5,303   6,093 -790
12,542   14,849 -2,307
1,592   1,885 -293
119   129 -10
331   341 -10
1,209   941 268
1,508   993 515
225   186 39
118   155 -37
243   153 90
170   144 26
4,430   3,394 1,036
415   221 194
42   53 -11
81   98 -17
156   219 -63
52   72 -20
158   184 -26
280   219 61
173   168 5
77   74 3
148   132 16
366   362 4
300   335 -35
731   624 107
254   254  
206   196 10
229   153 76
132   130 2
212   176 36
85   65 20
139   170 -31
388   309 79
145   176 -31
155   139 16
198   223 -25
69   68 1
389   320 69
349   496 -147
349   457 -108
349   386 -37
1,047   891 156
1,047   854 193
268   228 40
977   784 193
5,009   4,857 152
1,878   1,811 67
144   274 -130
259   220 39
372   345 27
218   217 1
2,551   1,756 795
92   97 -5
1,468   1,412 56
2,937   1,367 1,570
734   310 424
3,304   1,131 2,173
124   64 60
188   255 -67
1,880   260 1,620
64   62 2
128   117 11
128   117 11
65   77 -12
861   902 -41
344   344  
172   171 1
861   850 11
172   167 5
1,205   1,029 176
861   721 140
344   288 56
4,993   3,254 1,739
517   330 187
206   135 71
258   243 15
168   151 17
417   372 45
304   167 137
54   57 -3
217   221 -4
140   154 -14
768   705 63
91   109 -18
91   109 -18
181   213 -32
299   248 51
170   136 34
262   218 44
263   278 -15
341   279 62
392   428 -36
1,873   1,943 -70
243   314 -71
416   290 126
566   482 84
107   93 14
169   197 -28
169   165 4
315   162 153
64   69 -5
64   67 -3
467   408 59
79   99 -20
229   209 20
1,756   176 1,580
4,040   406 3,634
10,442   672 9,770
6,961   443 6,518
3,481   199 3,282
17,404   939 16,465
3,481   172 3,309
3,481   153 3,328
4,289   3,525 764
903   697 206
226   168 58
1,129   757 372
2,709   359 2,350
1,806   228 1,578
677   58 619
226   19 207
3,705   494 3,211
1,166   765 401
4,505   629 3,876
4,505   629 3,876
2,670   275 2,395
2,670   274 2,396
534   42 492
2,670   139 2,531
2,670   139 2,531
2,573   2,079 494
534   477 57
534   472 62
534   303 231
1,068   559 509
3,205   1,507 1,698
1,068   104 964
684   331 353
1,823   844 979
2,051   775 1,276
1,368   510 858
5,015   1,117 3,898
5,698   257 5,441
733   780 -47
489   482 7
244   225 19
1,222   1,069 153
3,912   530 3,382
3,380   424 2,956
1,352   168 1,184
3,041   278 2,763
4,731   388 4,343
676   41 635
338   20 318
8,518   704 7,814
1,636   1,395 241
327   252 75
654   498 156
3,272   2,199 1,073
327   216 111
2,945   262 2,683
2,617   216 2,401
140   11 129
838   55 783
3,073   128 2,945
787   763 24
262   232 30
262   225 37
1,049   844 205
1,171   130 1,041
557   54 503
1,946   189 1,757
584   57 527
2,710   263 2,447
1,178   112 1,066
5,922   404 5,518
895   557 338
895   404 491
1,790   553 1,237
895   235 660
82   8 74
164   16 148
3,346   296 3,050
569   470 99
569   420 149
569   391 178
569   390 179
569   364 205
1,138   505 633
569   218 351
8,538   853 7,685
5,692   462 5,230
569   44 525
1,362   164 1,198
1,226   134 1,092
357   29 328
3,254   3,301 -47
217   20 197
14,100   1,235 12,865
3,471   303 3,168
4,122   323 3,799
1,395   97 1,298
2,093   141 1,952
2,093   119 1,974
4,389   477 3,912
5,016   453 4,563
5,804   6,383 -579
7,491   528 6,963
9,364   398 8,966
2,121   242 1,879
5,240   499 4,741
22,480   2,105 20,375
22,480   1,663 20,817
7   1 6
20   2 18
795   57 738
1,039   675 364
416   214 202
416   199 217
208   98 110
5,194   1,915 3,279
5,194   407 4,787
4,571   346 4,225
223   12 211
1,670   55 1,615
6,123   203 5,920
507   542 -35
254   263 -9
254   192 62
1,425   1,410 15
3,563   2,886 677
713   571 142
14,254   1,442 12,812
3,563   350 3,213
3,563   350 3,213
14,254   1,377 12,877
14,254   1,377 12,877
12,828   982 11,846
5,701   436 5,265
7,922   726 7,196
281   15 266
281   15 266
5,675   699 4,976
978   112 866
1,957   158 1,799
8,414   681 7,733
3,327   269 3,058
100   7 93
115   14 101
1,094   141 953
94   12 82
16   2 14
374   24 350
62   4 58
113   110 3
205   227 -22
327   317 10
126   150 -24
252   282 -30
2,016   1,090 926
474   787 -313
118   191 -73
474   686 -212
118   163 -45
118   160 -42
355   443 -88
237   228 9
1,487   1,405 82
474   38 436
221   153 68
525   52 473
1,760   1,634 126
484   21 463
236   33 203
561   898 -337
132   191 -59
99   137 -38
561   667 -106
198   196 2
225   227 -2
152   154 -2
80   144 -64
114   184 -70
140   137 3
127   124 3
331   27 304
67   74 -7
190   182 8
259   241 18
192   187 5
229   287 -58
857   845 12
362   428 -66
263   261 2
473   479 -6
138   136 2
110   107 3
227   226 1
189   256 -67
327   337 -10
134   176 -42
102   104 -2
13,491   16,448 -2,957
1,576   1,961 -385
82   81 1
337   334 3
11,883   11,536 347
213   523 -310
106   254 -148
106   241 -135
106   137 -31
1,065   1,276 -211
319   353 -34
214   17 197
241   255 -14
448   446 2
251   262 -11
141   145 -4
1,834   1,710 124
426   403 23
143   143  
75   125 -50
75   128 -53
4,578   4,462 116
249   242 7
97   97  
59   77 -18
327   333 -6
418   31 387
227   243 -16
222   220 2
404   414 -10
521   478 43
188   221 -33
153   213 -60
221   214 7
290   292 -2
260   276 -16
200   232 -32
390   411 -21
158   153 5
248   314 -66
938   963 -25
538   545 -7
243   229 14
82   93 -11
1,177   1,344 -167
1,765   1,962 -197
1,765   1,800 -35
588   586 2
319   319  
67   70 -3
431   433 -2
139   199 -60
218   226 -8
2,171   154 2,017
115   190 -75
173   263 -90
1,324   1,798 -474
288   365 -77
58   63 -5
230   239 -9
642   494 148
2,569   1,789 780
80   46 34
1,814   1,689 125
1,050   1,060 -10
2,005   1,444 561
89   105 -16
2,366   2,785 -419
266   308 -42
4,068   3,736 332
13,808   12,896 912
1,887   1,796 91
11,492   10,707 785
724   845 -121
3,155   3,573 -418
3,000   3,305 -305
1,419   1,426 -7
266   308 -42
2,794   3,084 -290
177   193 -16
843   786 57
488   454 34
710   646 64
1,641   1,380 261
22   18 4
190   179 11
824   878 -54
423   541 -118
692   683 9
461   408 53
184   10 174
86   77 9
53   74 -21
74   46 28
150   146 4
63   60 3
42   48 -6
895   624 271
333   272 61
64   52 12
145   136 9
75   73 2
158   103 55
10,413   12,353 -1,940
19   20 -1
403   391 12
47   45 2
3,248   2,966 282
2,657   2,484 173
261   255 6
106   131 -25
850   869 -19
425   427 -2
75   75  
1,262   1,085 177
102   97 5
128   142 -14
81   82 -1
169   174 -5
247   260 -13
287   239 48
41   55 -14
86   77 9
950   937 13
97   110 -13
114   107 7
233   199 34
48   46 2
131   153 -22
25,088   26,658 -1,570
2,567   2,584 -17
642   637 5
1,459   1,442 17
4,492   4,400 92
350   318 32
475   481 -6
283   285 -2
166   158 8
65   57 8
131   138 -7
474   475 -1
95   74 21
231   234 -3
142   159 -17
701   703 -2
303   19 284
246   153 93
216   224 -8
970   817 153
174   10 164
89   98 -9
159   227 -68
91   77 14
59   74 -15
371   274 97
58   76 -18
58   74 -16
159   146 13
180   136 44
145   121 24
95   94 1
171   193 -22
2,710   2,950 -240
191   147 44
247   240 7
145   183 -38
166   136 30
133   107 26
966   750 216
85   75 10
131   178 -47
107   69 38
186   171 15
1,193   921 272
4,152   5,030 -878
1,090   1,327 -237
175   223 -48
44   41 3
71   60 11
199   214 -15
8,616   7,471 1,145
7,487   7,473 14
644   663 -19
6,627   5,797 830
6,402   5,566 836
270   17 253
228   212 16
294   255 39
103   131 -28
172   145 27
1,323   1,282 41
81   75 6
76   72 4
79   147 -68
1,169   965 204
2,152   1,987 165
4,441   3,875 566
99   97 2
90   77 13
90   75 15
351   333 18
264   16 248
113   122 -9
184   147 37
162   207 -45
296   192 104
127   165 -38
91   77 14
99   110 -11
1,625   1,892 -267
5,411   6,117 -706
1,037   1,168 -131
252   214 38
244   199 45
129   146 -17
518   577 -59
52   46 6
52   46 6
588   551 37
133   153 -20
1,010   1,003 7
152   150 2
202   198 4
461   465 -4
621   545 76
191   158 33
149   115 34
133   106 27
62   65 -3
174   178 -4
449   433 16
57   107 -50
218   216 2
90   74 16
113   114 -1
1,567   1,609 -42
871   842 29
348   332 16
438   457 -19
877   736 141
1,315   1,018 297
476   634 -158
5,113   5,778 -665
134   156 -22
3,204   2,987 217
124   155 -31
2,069   2,245 -176
414   378 36
1,655   150 1,505
828   75 753
1,490   1,225 265
160   10 150
294   289 5
84   88 -4
177   154 23
113   144 -31
127   88 39
134   92 42
362   27 335
141   146 -5
115   91 24
69   60 9
207   178 29
92   94 -2
38   48 -10
113   144 -31
52   57 -5
2,009   2,106 -97
427   432 -5
129   98 31
1,627   2,017 -390
222   260 -38
222   233 -11
148   153 -5
74   62 12
1,035   711 324
160   151 9
73   73  
64   89 -25
203   137 66
63   61 2
385   334 51
32   30 2
259   237 22
636   44 592
15,664   14,173 1,491
10,298   9,603 695
141   198 -57
131   163 -32
520   446 74
197   262 -65
646   578 68
161   141 20
727   622 105
1,049   883 166
1,294   1,282 12
463   403 60
140   143 -3
76   145 -69
1,176   1,085 91
261   233 28
4,456   4,235 221
168   167 1
1,678   110 1,568
719   47 672
102   122 -20
83   73 10
150   207 -57
322   293 29
1,432   960 472
286   175 111
286   165 121
1,432   112 1,320
487   428 59
340   239 101
74   110 -36
171   154 17
528   639 -111
1,671   1,864 -193
791   721 70
704   607 97
3,342   309 3,033
4,952   5,684 -732
159   165 -6
143   138 5
118   153 -35
1,907   1,885 22
100   98 2
185   158 27
139   115 24
27   33 -6
116   138 -22
366   290 76
335   319 16
58   107 -49
159   140 19
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
      88
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       -526
b       -142
c       -15
d       -757
e       -15
      -283
      -501
      5,723
      6,416
      3,108
      3,542
      2,713
      2,111
      142,880
      2,972
      2,108
      24,598
      1,724
      212
      -2,275
      -1,278
      -790
      -2,307
      -293
      -10
      -10
      268
      515
      39
      -37
      90
      26
      1,036
      194
      -11
      -17
      -63
      -20
      -26
      61
      5
      3
      16
      4
      -35
      107
       
      10
      76
      2
      36
      20
      -31
      79
      -31
      16
      -25
      1
      69
      -147
      -108
      -37
      156
      193
      40
      193
      152
      67
      -130
      39
      27
      1
      795
      -5
      56
      1,570
      424
      2,173
      60
      -67
      1,620
      2
      11
      11
      -12
      -41
       
      1
      11
      5
      176
      140
      56
      1,739
      187
      71
      15
      17
      45
      137
      -3
      -4
      -14
      63
      -18
      -18
      -32
      51
      34
      44
      -15
      62
      -36
      -70
      -71
      126
      84
      14
      -28
      4
      153
      -5
      -3
      59
      -20
      20
      1,580
      3,634
      9,770
      6,518
      3,282
      16,465
      3,309
      3,328
      764
      206
      58
      372
      2,350
      1,578
      619
      207
      3,211
      401
      3,876
      3,876
      2,395
      2,396
      492
      2,531
      2,531
      494
      57
      62
      231
      509
      1,698
      964
      353
      979
      1,276
      858
      3,898
      5,441
      -47
      7
      19
      153
      3,382
      2,956
      1,184
      2,763
      4,343
      635
      318
      7,814
      241
      75
      156
      1,073
      111
      2,683
      2,401
      129
      783
      2,945
      24
      30
      37
      205
      1,041
      503
      1,757
      527
      2,447
      1,066
      5,518
      338
      491
      1,237
      660
      74
      148
      3,050
      99
      149
      178
      179
      205
      633
      351
      7,685
      5,230
      525
      1,198
      1,092
      328
      -47
      197
      12,865
      3,168
      3,799
      1,298
      1,952
      1,974
      3,912
      4,563
      -579
      6,963
      8,966
      1,879
      4,741
      20,375
      20,817
      6
      18
      738
      364
      202
      217
      110
      3,279
      4,787
      4,225
      211
      1,615
      5,920
      -35
      -9
      62
      15
      677
      142
      12,812
      3,213
      3,213
      12,877
      12,877
      11,846
      5,265
      7,196
      266
      266
      4,976
      866
      1,799
      7,733
      3,058
      93
      101
      953
      82
      14
      350
      58
      3
      -22
      10
      -24
      -30
      926
      -313
      -73
      -212
      -45
      -42
      -88
      9
      82
      436
      68
      473
      126
      463
      203
      -337
      -59
      -38
      -106
      2
      -2
      -2
      -64
      -70
      3
      3
      304
      -7
      8
      18
      5
      -58
      12
      -66
      2
      -6
      2
      3
      1
      -67
      -10
      -42
      -2
      -2,957
      -385
      1
      3
      347
      -310
      -148
      -135
      -31
      -211
      -34
      197
      -14
      2
      -11
      -4
      124
      23
       
      -50
      -53
      116
      7
       
      -18
      -6
      387
      -16
      2
      -10
      43
      -33
      -60
      7
      -2
      -16
      -32
      -21
      5
      -66
      -25
      -7
      14
      -11
      -167
      -197
      -35
      2
       
      -3
      -2
      -60
      -8
      2,017
      -75
      -90
      -474
      -77
      -5
      -9
      148
      780
      34
      125
      -10
      561
      -16
      -419
      -42
      332
      912
      91
      785
      -121
      -418
      -305
      -7
      -42
      -290
      -16
      57
      34
      64
      261
      4
      11
      -54
      -118
      9
      53
      174
      9
      -21
      28
      4
      3
      -6
      271
      61
      12
      9
      2
      55
      -1,940
      -1
      12
      2
      282
      173
      6
      -25
      -19
      -2
       
      177
      5
      -14
      -1
      -5
      -13
      48
      -14
      9
      13
      -13
      7
      34
      2
      -22
      -1,570
      -17
      5
      17
      92
      32
      -6
      -2
      8
      8
      -7
      -1
      21
      -3
      -17
      -2
      284
      93
      -8
      153
      164
      -9
      -68
      14
      -15
      97
      -18
      -16
      13
      44
      24
      1
      -22
      -240
      44
      7
      -38
      30
      26
      216
      10
      -47
      38
      15
      272
      -878
      -237
      -48
      3
      11
      -15
      1,145
      14
      -19
      830
      836
      253
      16
      39
      -28
      27
      41
      6
      4
      -68
      204
      165
      566
      2
      13
      15
      18
      248
      -9
      37
      -45
      104
      -38
      14
      -11
      -267
      -706
      -131
      38
      45
      -17
      -59
      6
      6
      37
      -20
      7
      2
      4
      -4
      76
      33
      34
      27
      -3
      -4
      16
      -50
      2
      16
      -1
      -42
      29
      16
      -19
      141
      297
      -158
      -665
      -22
      217
      -31
      -176
      36
      1,505
      753
      265
      150
      5
      -4
      23
      -31
      39
      42
      335
      -5
      24
      9
      29
      -2
      -10
      -31
      -5
      -97
      -5
      31
      -390
      -38
      -11
      -5
      12
      324
      9
       
      -25
      66
      2
      51
      2
      22
      592
      1,491
      695
      -57
      -32
      74
      -65
      68
      20
      105
      166
      12
      60
      -3
      -69
      91
      28
      221
      1
      1,568
      672
      -20
      10
      -57
      29
      472
      111
      121
      1,320
      59
      101
      -36
      17
      -111
      -193
      70
      97
      3,033
      -732
      -6
      5
      -35
      22
      2
      27
      24
      -6
      -22
      76
      16
      -49
      19
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 596,715
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 9,069
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 9,069
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 9,069
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 750
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.............. 7 750
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 8,319
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowVA
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 2024 or the taxable year beginning in 2024? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
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 arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 653067DALLASTX ZIP+4right arrow752653067
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
CHRISTOPHER J MOORE PRESIDENT/SEC'Y
2 		0    
406 SAINT CHRISTOPHERS ROAD
RICHMOND,VA232262724
DENA F MOORE VP/TREASURER
2 		0    
406 SAINT CHRISTOPHERS ROAD
RICHMOND,VA232262724
BENJAMIN C MOORE DIRECTOR
2 		0    
406 SAINT CHRISTOPHERS ROAD
RICHMOND,VA232262724
SAMUEL MOORE DIRECTOR
2 		0    
406 SAINT CHRISTOPHERS ROAD
RICHMOND,VA232262724
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
3,310,263
b
Average of monthly cash balances.......................
1b
78,580
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,388,843
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
3,388,843
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
50,833
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,338,010
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
166,901
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
166,901
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,069
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,069
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
157,832
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
157,832
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
157,832
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
173,020
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
173,020
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 157,832
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 7,315
c From 2021...... 26,901
d From 2022...... 37,564
e From 2023...... 9,817
f Total of lines 3a through e ........ 81,597
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 173,020
a Applied to 2023, 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 2024 distributable amount..... 157,832
e Remaining amount distributed out of corpus 15,188
5 Excess distributions carryover applied to 2024. 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 96,785
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		96,785
10 Analysis of line 9:
a Excess from 2020.... 7,315
b Excess from 2021.... 26,901
c Excess from 2022.... 37,564
d Excess from 2023.... 9,817
e Excess from 2024.... 15,188
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SEE ATTACHED APPLICATIONGUIDELINES
SEE ATTACHED
SEE ATTACHED,VA23261
(202) 442-7460
moorefoundation@verizon.net
bThe form in which applications should be submitted and information and materials they should include:
SEE ATTACHED APPLICATION/GUIDELINES
cAny submission deadlines:
SEE ATTACHED APPLICATION/GUIDELINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHED APPLICATION/GUIDELINES
Form 990-PF (2024)
Form 990-PF (2024)
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

BRIDGING VIRGINIA

1717 EAST CANARY ST
RICHMOND,VA23223 		N/A PC UNRESTRICTED GENERAL 5,000

CHILDREN'S MUSEUM OF RICHMOND

2626 W BROAD ST
RICHMOND,VA23220 		N/A PC UNRESTRICTED GENERAL 5,000

PARTNERSHIP FOR THE FUTURE

4521 HIGHWOODS PKWY
GLEN ALLEN,VA23060 		N/A PC UNRESTRICTED GENERAL 5,000

THE HIVE

506 W BROAD ST SUITE B
RICHMOND,VA23220 		N/A PC UNRESTRICTED GENERAL 2,500

SPORTABLE - PARALYMPIC SPORT CLUB

1365 OVERBROOK ROAD
RICHMOND,VA23220 		N/A PC UNRESTRICTED GENERAL 5,000

DIVERSITY RICHMOND

1407 SHERWOOD AVENUE
RICHMOND,VA232201004 		N/A PC UNRESTRICTED GENERAL 10,000

JAMES RIVER ASSOCIATION

4833 OLD MAIN STREET
RICHMOND,VA23231 		N/A PC UNRESTRICTED GENERAL 5,000

CHILDSAVERS-MEMORIAL CHILD GUIDANCE CTR

200 N 22ND STREET
RICHMOND,VA23223 		N/A PC UNRESTRICTED GENERAL 10,000

RICHMOND SPCA

2519 HERMITAGE ROAD
RICHMOND,VA23220 		N/A PC UNRESTRICTED GENERAL 5,000

MASSEY CANCER CENTER - VCU FOUNDATION

401 COLLEGE STREET
RICHMOND,VA23298 		N/A PC UNRESTRICTED GENERAL 5,000

PETER-PAUL DEVELOPMENT CENTER

1719 NORTH 22ND STREET
RICHMOND,VA23223 		N/A PC PROVIDE FUNDS FOR DEBT 20,000

CARITAS

PO BOX 25790
RICHMOND,VA23260 		N/A PC UNRESTRICTED GENERAL 20,000

VIRGINIA SUPPORTIVE HOUSING

5008 MONUMENT ROAD 201
RICHMOND,VA232298601 		N/A PC UNRESTRICTED GENERAL 10,000

URBAN HOPE INC

1111 N 25TH STREET
RICHMOND,VA23223 		N/A PC UNRESTRICTED GENERAL 5,000

ST JAMES'S CHILDREN'S CENTER

1205 WEST FRANKLIN STREET
RICHMOND,VA23220 		N/A PC UNRESTRICTED GENERAL 5,000

VIRGINIA COMMONWEALTH UNIVERSITY

912 W FRANKLIN STREET
RICHMOND,VA23284 		N/A PC UNRESTRICTED GENERAL 30,000

UNIVERSITY OF VIRGINIA

PO BOX 400807
CHARLOTTESVILLE,VA22904 		N/A PC UNRESTRICTED GENERAL 10,000

UNIVERSITY OF NC - CHAPEL HILL

208 WEST FRANKLIN STREET
CHAPEL HILL,NC27599 		N/A PC UNRESTRICTED GENERAL 10,000

FOODSHED CAPITAL

101 DEVON ROAD
CHARLOTTESVILLE,VA22903 		N/A PC UNRESTRICTED GENERAL 5,000
Total .................................right arrow 3a 172,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 72,937  
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 ............ 		    18 596,715  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   669,652  
13Total. Add line 12, columns (b), (d), and (e)..................
13
669,652
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
IM DENA & CHRIS MOORE FAMILY FDN
 
Employer identification number

26-1526353
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
IM DENA & CHRIS MOORE FAMILY FDN
  		Employer identification number
26-1526353
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CHRISTOPHER AND DENA MOORE
406 SAINT CHRISTOPHERS RD
 
RICHMOND, VA232262724

$ 463,796


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
IM DENA & CHRIS MOORE FAMILY FDN
  		Employer identification number

26-1526353
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SEE ATTACHED LIST OF SECURITIES $ 463,796 2024-06-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
IM DENA & CHRIS MOORE FAMILY FDN
  		Employer identification number

26-1526353
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
IM DENA & CHRIS MOORE FAMILY FDN
EIN:
26-1526353
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE - BOA 1,000 600   400

TY 2024 InvestmentsCorpStockSchedule
Name:
IM DENA & CHRIS MOORE FAMILY FDN
EIN:
26-1526353
Name of Stock End of Year Book Value End of Year Fair Market Value
037833100 APPLE INC 6,638 59,850
464287499 ISHARES RUSSELL MIDC    
464288802 ISHARES MSCI USA ESG 222,769 422,039
009158106 AIR PRODUCTS&CHEM    
278865100 ECOLAB INC 2,622 4,452
G29183103 EATON CORP PLC 1,692 6,637
149123101 CATERPILLAR INC DEL 540 7,255
773903109 ROCKWELL AUTOMATION    
437076102 HOME DEPOT INC 4,515 9,725
855244109 STARBUCKS CORP    
872540109 TJX COS INC NEW 2,208 7,369
87612E106 TARGET CORP C 2,430 3,515
126650100 CVS HEALTH CORP    
194162103 COLGATE PALMOLIVE 3,489 3,545
518439104 LAUDER ESTEE COS INC    
713448108 PEPSICO INC    
742718109 PROCTER & GAMBLE CO 8,500 11,233
002824100 ABBOTT LABS 3,348 6,560
58933Y105 MERCK AND CO INC SHS 5,410 6,566
09247X101 BLACKROCK INC    
172967424 CITIGROUP INC COM NE 6,226 8,940
G1151C101 ACCENTURE PLC SHS 2,872 5,277
00724F101 ADOBE INC SHS 1,306 4,447
00846U101 AGILENT TECHNOLOGIES 1,372 2,821
02079K107 ALPHABET INC SHS 7,166 44,753
038222105 APPLIED MATERIAL INC 499 8,294
053015103 AUTOMATIC DATA PROC 398 3,513
17275R102 CISCO SYSTEMS INC 4,015 6,394
57636Q104 MASTERCARD INC 2,564 10,531
594918104 MICROSOFT CORP 16,953 56,060
67066G104 NVIDIA 1,832 59,625
79466L302 SALESFORCE INC 3,822 12,036
92343V104 VERIZON COMMUNICATNS    
030420103 AMERICAN WTR WKS CO 1,888 2,739
65339F101 NEXTERA ENERGY INC S 2,085 4,373
12504L109 CBRE GROUP INC CL A 2,193 3,282
20368N202 CCM COMMUNITY IMPACT 141,845 140,144
87245R672 NUVEEN CORE IMPACT B 446,322 420,429
56585A102 MARATHON PETROLEUM C 2,929 2,511
91913Y100 VALERO ENERGY CORP N 4,529 5,639
G51502105 JOHNSON CONTROLS INT 1,495 2,763
244199105 DEERE CO 2,225 4,661
G6095L109 APTIV PLC SHS    
086516101 BEST BUY CO INC 1,846 2,317
548661107 LOWE'S COMPANIES INC 272 3,949
654106103 NIKE INC CL B 3,466 4,011
370334104 GENERAL MILLS 3,933 4,528
00287Y109 ABBVIE INC SHS 3,878 4,620
444859102 HUMANA INC    
98978V103 ZOETIS INC 2,694 3,910
025816109 AMER EXPRESS COMPANY 441 6,826
78409V104 S&P GLOBAL INC 3,362 6,474
052769106 AUTODESK INC DEL PV$ 3,676 4,434
92826C839 VISA INC CL A SHRS 6,492 14,222
92203J407 VANGUARD TOTAL INTER 67,288 68,719
74340W103 PROLOGIS INC 4,796 5,285
95040Q104 WELLTOWER INC 2,750 3,277
231021106 CUMMINS INC 1,783 3,486
291011104 EMERSON ELEC CO 1,388 2,603
384802104 W W GRAINGER INCORP 360 5,270
98419M100 XYLEM INC SHS 1,732 2,436
278642103 EBAY INC 4,509 7,868
427866108 HERSHEY COMPANY 2,811 2,879
036752103 ELEVANCE HEALTH INC 607 4,427
071813109 BAXTER INTERNTL INC    
28176E108 EDWARDS LIFESCIENCES    
375558103 GILEAD SCIENCES INC 2,919 4,157
883556102 THERMO FISHER SCIENT 4,366 5,202
617446448 MORGAN STANLEY    
743315103 PROGRESSIVE CRP OHIO 422 6,709
461202103 INTUIT INC 259 5,028
20030N101 COMCAST CORP NEW CL 6,988 6,868
46435G516 ISHARES ESG AWARE MS 380,874 423,110
67092P607 NUVEEN ESG SMALL-CAP 252,169 316,377
015271109 ALEXANDRIA REAL EST    
G8994E103 TRANE TECHNOLOGIES P 2,995 2,955
G8473T100 STERIS PLC REG SHS 1,209 1,644
92532F100 VERTEX PHARMCTLS INC 2,487 4,430
631103108 NASDAQ OMX GRP INC 2,316 2,397
512807108 LAM RESEARCH CORP    
747525103 QUALCOMM INC 3,864 5,223
285512109 ELECTRONIC ARTS INC 2,507 2,926
41665X859 HARTFORD SCHRODERS E 270,024 274,305
68902V107 OTIS WORLDWIDE CORP 1,536 1,667
892356106 TRACTOR SUPPLY CO 3,345 4,351
110122108 BRISTOL-MYERS SQUIBB 4,368 4,355
446150104 HUNTNGTN BANCSHS INC 2,310 2,522
615369105 MOODY'S CORP 3,902 5,207
872590104 T-MOBILE US INC SHS 5,182 5,739
816851109 SEMPRA 5,579 7,018
92276F100 VENTAS INC REIT    
806857108 SCHLUMBERGER LTD 5,963 5,138
452308109 ILLINOIS TOOL WORKS 2,661 3,296
90384S303 ULTA BEAUTY INC 4,022 4,349
22160K105 COSTCO WHOLESALE CRP 6,033 10,995
101137107 BOSTON SCIENTIFIC CO 4,361 7,771
235851102 DANAHER CORP DEL 1,076 3,214
46266C105 IQVIA HLDGS INC 2,090 1,965
91324P102 UNITEDHEALTH GROUP I 9,763 9,611
59156R108 METLIFE INC 3,870 4,667
902973304 US BANCORP 5,145 6,361
70450Y103 PAYPAL HOLDINGS INC 3,766 4,438
92206C847 VANGUARD LONG-TERM T    
29444U700 EQUINIX INC 4,238 5,657
406216101 HALLIBURTON COMPANY    
674599105 OCCIDENTAL PETE CORP    
G54950103 LINDE PLC NEW 5,311 5,443
14448C104 CARRIER GLOBAL CORP 1,601 2,389
34959J108 FORTIVE CORP SHS 1,634 1,875
37045V100 GENERAL MOTORS CO CO 5,030 7,884
494368103 KIMBERLY CLARK    
03073E105 CENCORA INC 1,414 3,595
15135B101 CENTENE CORP 2,686 2,363
G0403H108 AON PLC REG SHS    
14040H105 CAPITAL ONE FINL 4,691 7,489
31620M106 FIDELITY NATL INFO S 3,746 5,169
007903107 ADVNCD MICRO D INC    
032654105 ANALOG DEVICES INC    
42824C109 HEWLETT PACKARD ENTE 1,834 2,284
81762P102 SERVICENOW INC 491 9,541
00206R102 AT&T INC 3,443 4,281
744573106 PUB SVC ENTERPRISE G 3,950 5,238
962166104 WEYERHAEUSER CO 2,129 1,942
46436E551 ISHARES TR ESG SCREE 588,042 632,560
166764100 CHEVRON CORP 6,435 6,373
693506107 PPG INDUSTRIES INC S 2,107 1,792
74762E102 QUANTA SERVICES INC 4,366 5,057
92338C103 VERALTO CORP REG SHS 2,343 2,343
929740108 WABTEC 2,203 2,654
G3265R107 APTIV HOLDINGS LTD 2,506 1,633
243537107 DECKERS OUTDOORS COR 2,284 2,234
571903202 MARRIOTT INTL INC NE 1,528 9,205
969904101 WILLIAMS SONOMA INC 2,135 2,222
931142103 WALMART INC 6,647 7,589
09062X103 BIOGEN INC 3,498 2,447
09290D101 BLACKROCK INC REG SH 5,210 9,226
571748102 MARSH & MCLENNAN COS 3,600 3,611
949746101 WELLS FARGO & CO 5,254 6,462
11135F101 BROADCOM INC 19,715 20,402
512807306 LAM RESH CORP 1,835 4,912
68389X105 ORACLE CORP $0.01 7,210 7,166

TY 2024 OtherDecreasesSchedule
Name:
IM DENA & CHRIS MOORE FAMILY FDN
EIN:
26-1526353
Description Amount
ROUNDING ADJUSTMENT 17
COST ADJUSTMENT 2
ADJUST STOCK REC'D FROM COST TO MARKET 425,121


TY 2024 OtherExpensesSchedule
Name:
IM DENA & CHRIS MOORE FAMILY FDN
EIN:
26-1526353
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 25 0   25
OTHER CHARITABLE EXPENSES 95 0   95


TY 2024 OtherIncreasesSchedule
Name:
IM DENA & CHRIS MOORE FAMILY FDN
EIN:
26-1526353
Description Amount
TAX EFFECTIVE INCOME ADJUSTMENT 124


TY 2024 OtherProfessionalFeesSchedule
Name:
IM DENA & CHRIS MOORE FAMILY FDN
EIN:
26-1526353
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES - BOA 14,987 14,987    


TY 2024 SubstantialContributorsSch
Name:
IM DENA & CHRIS MOORE FAMILY FDN
EIN:
26-1526353
Name Address
CHRISTOPHER AND DENA MOORE 406 SAINT CHRISTOPHERS RD
RICHMOND,VA232262724


TY 2024 TaxesSchedule
Name:
IM DENA & CHRIS MOORE FAMILY FDN
EIN:
26-1526353
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - PRIOR YEAR 279 0   0
EXCISE TAX ESTIMATES 750 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,576 1,576   0
FOREIGN TAXES ON NONQUALIFIED 6 6   0