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

30-6529435
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,664,481J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 149,268 146,232  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 190,088
b Gross sales price for all assets on line 6a 1,409,359
7 Capital gain net income (from Part IV, line 2)... 190,088
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........ 339,356 336,320  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 62,062 24,825   37,237
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
811 0 0 811
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,603 1,419   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
5 5    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,481 26,249 0 38,048
25 Contributions, gifts, grants paid....... 218,764 218,764
26 Total expenses and disbursements. Add lines 24 and 25 284,245 26,249 0 256,812
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 55,111
b Net investment income (if negative, enter -0-) 310,071
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............. 4,170 65,187 65,187
2 Savings and temporary cash investments......... 227,489 343,439 343,439
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,983,248 Click to see attachment
List of Attached Documents:
// Content
1,795,731 		2,116,128
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).......... 3,159,988 Click to see attachment
List of Attached Documents:
// Content
3,030,774 		3,139,727
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) 5,374,895 5,235,131 5,664,481
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........ 5,374,895 5,235,131
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,374,895 5,235,131
30 Total liabilities and net assets/fund balances (see instructions). 5,374,895 5,235,131
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
5,374,895
2
Enter amount from Part I, line 27a .....................
2
55,111
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
17,541
4
Add lines 1, 2, and 3 ..........................
4
5,447,547
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
212,416
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,235,131
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 41. BLUE OWL CAP INC   2023-09-18 2024-01-26
b 1. BLUE OWL CAP INC   2023-09-19 2024-01-26
c 8. BROADCOM INC   2021-05-11 2024-01-26
d 18. DR HORTON INC   2023-02-13 2024-01-26
e 9. DR HORTON INC   2023-02-10 2024-01-26
33. TEXAS INSTRUMENTS INC   2022-03-17 2024-01-26
20. TEXAS INSTRUMENTS INC   2021-10-05 2024-01-26
18. TEXAS INSTRUMENTS INC   2021-10-04 2024-01-26
1. UNITEDHEALTH GROUP INC   2023-05-19 2024-01-26
18. UNITEDHEALTH GROUP INC   2021-12-17 2024-01-26
1. UNITEDHEALTH GROUP INC   2023-08-10 2024-01-26
74. BLUE OWL CAP INC   2023-09-19 2024-01-29
4. DR HORTON INC   2023-03-08 2024-01-29
3. DR HORTON INC   2023-02-13 2024-01-29
35. DR HORTON INC   2023-02-14 2024-01-29
18. BLUE OWL CAP INC   2023-09-19 2024-01-30
97. BLUE OWL CAP INC   2023-09-20 2024-01-30
68. BLUE OWL CAP INC   2023-09-20 2024-01-31
10. BLUE OWL CAP INC   2023-09-20 2024-02-01
120. BLUE OWL CAP INC   2023-09-21 2024-02-01
50. BLUE OWL CAP INC   2023-09-21 2024-02-02
535. BROWN ADVISORY SUSTAINABLE GROWTH FUND   2021-03-26 2024-02-15
2650. CRA QUALIFIED INVESTMENT   2021-03-26 2024-02-15
191.6664 DELAWARE CORPORATE BOND FUND   2022-05-13 2024-02-15
570.5308 DELAWARE CORPORATE BOND FUND   2022-05-17 2024-02-15
1011.8028 DELAWARE CORPORATE BOND FUND   2022-02-10 2024-02-15
1147. ISHARES US TREASURY BOND ETF   2022-07-15 2024-02-15
114. NUVEEN ESG LARGE   2021-03-26 2024-02-15
99. NUVEEN ESG LARGE-CAP   2021-03-26 2024-02-15
28. AMERICAN EXPRESS CO   2022-03-17 2024-03-01
3. DEERE & CO   2023-03-09 2024-03-01
9. DEERE & CO   2023-03-31 2024-03-01
9. DEERE & CO   2023-04-03 2024-03-01
6. REALTY INCOME CORP   2021-06-08 2024-03-01
117. REALTY INCOME CORP   2021-05-11 2024-03-01
29. SYNCHRONY FINANCIAL   2022-08-04 2024-03-01
26. SYNCHRONY FINANCIAL   2022-08-05 2024-03-01
13. SYNCHRONY FINANCIAL   2022-08-08 2024-03-01
3. SYNCHRONY FINANCIAL   2021-09-17 2024-03-01
9. UNITEDHEALTH GROUP INC   2023-08-14 2024-03-01
13. UNITEDHEALTH GROUP INC   2023-08-10 2024-03-01
8. UNITEDHEALTH GROUP INC   2023-08-11 2024-03-01
9. UNITEDHEALTH GROUP INC   2023-08-15 2024-03-01
2. UNITEDHEALTH GROUP INC   2023-09-15 2024-03-01
78. VICI PROPERTIES INC   2021-06-17 2024-03-01
118. VICI PROPERTIES INC   2021-11-15 2024-03-01
1. VICI PROPERTIES INC   2021-11-16 2024-03-01
14. AMERICAN EXPRESS CO   2022-03-17 2024-03-04
23. SYNCHRONY FINANCIAL   2022-08-08 2024-03-04
13. SYNCHRONY FINANCIAL   2022-09-29 2024-03-04
118. VICI PROPERTIES INC   2021-11-16 2024-03-04
91. SYNCHRONY FINANCIAL   2023-03-31 2024-03-05
34. SYNCHRONY FINANCIAL   2022-09-29 2024-03-05
31. AMERICAN EXPRESS CO   2022-03-17 2024-03-25
19. BECTON DICKINSON AND CO   2023-06-02 2024-03-25
83. COMCAST CORP   2021-05-11 2024-03-25
34. COMCAST CORP   2021-09-13 2024-03-25
7. GENERAL DYNAMICS CORP   2022-03-07 2024-03-25
23. INTERPUBLIC GROUP OF COS INC/THE   2023-05-23 2024-03-25
26. INTERPUBLIC GROUP OF COS INC/THE   2023-05-22 2024-03-25
61. J P MORGAN CHASE & CO   2021-05-11 2024-03-25
27. MAGNA INTERNATIONAL INC   2021-05-11 2024-03-25
27. MC DONALDS CORPORATION COMMON   2021-05-11 2024-03-25
13. SYNCHRONY FINANCIAL   2023-03-31 2024-03-25
100. SYNCHRONY FINANCIAL   2023-04-03 2024-03-25
9. EATON CORP PLC   2021-05-11 2024-03-25
7. AMERICAN EXPRESS CO   2022-03-18 2024-03-26
1. AMERICAN EXPRESS CO   2022-03-17 2024-03-26
5. BECTON DICKINSON AND CO   2023-06-05 2024-03-26
2. BECTON DICKINSON AND CO   2023-06-02 2024-03-26
33. INTERPUBLIC GROUP OF COS INC/THE   2023-05-23 2024-03-26
26. MAGNA INTERNATIONAL INC   2021-05-11 2024-03-26
10. SYNCHRONY FINANCIAL   2023-04-03 2024-03-26
46. SYNCHRONY FINANCIAL   2023-04-04 2024-03-26
73. INTERPUBLIC GROUP OF COS INC/THE   2023-05-23 2024-03-27
60. MAGNA INTERNATIONAL INC   2021-05-11 2024-03-27
22. SYNCHRONY FINANCIAL   2023-04-04 2024-03-27
1. SYNCHRONY FINANCIAL   2023-05-11 2024-03-27
33. SYNCHRONY FINANCIAL   2023-04-05 2024-03-27
55. INTERPUBLIC GROUP OF COS INC/THE   2023-05-24 2024-03-28
11. INTERPUBLIC GROUP OF COS INC/THE   2023-05-23 2024-03-28
12. MAGNA INTERNATIONAL INC   2021-05-11 2024-03-28
3. INTERPUBLIC GROUP OF COS INC/THE   2023-05-24 2024-04-01
23. INTERPUBLIC GROUP OF COS INC/THE   2023-05-25 2024-04-01
14. MAGNA INTERNATIONAL INC   2021-05-11 2024-04-01
36. INTERPUBLIC GROUP OF COS INC/THE   2023-05-25 2024-04-02
47. MAGNA INTERNATIONAL INC   2021-05-11 2024-04-02
38. MAGNA INTERNATIONAL INC   2021-05-11 2024-04-03
21. MAGNA INTERNATIONAL INC   2021-05-11 2024-04-04
21. UNITEDHEALTH GROUP INC   2023-09-15 2024-04-05
4. UNITEDHEALTH GROUP INC   2023-09-15 2024-04-08
14. UNITEDHEALTH GROUP INC   2023-09-18 2024-04-08
3. UNITEDHEALTH GROUP INC   2023-09-18 2024-04-09
9. AMERICAN EXPRESS CO   2022-03-21 2024-05-01
27. AMERICAN EXPRESS CO   2022-03-18 2024-05-01
34. BECTON DICKINSON AND CO   2023-06-06 2024-05-01
15. BECTON DICKINSON AND CO   2023-06-05 2024-05-01
3. BECTON DICKINSON AND CO   2023-06-07 2024-05-01
58. EXXON MOBIL CORP   2021-11-15 2024-05-01
1. AMERICAN EXPRESS CO   2022-03-21 2024-05-02
36. AMERICAN EXPRESS CO   2022-04-25 2024-05-02
25. BECTON DICKINSON AND CO   2023-06-08 2024-05-02
7. BECTON DICKINSON AND CO   2023-06-07 2024-05-02
4. AMERICAN EXPRESS CO   2022-04-25 2024-05-03
3. AMERICAN EXPRESS CO   2022-08-04 2024-05-03
27. AMERICAN EXPRESS CO   2022-04-26 2024-05-03
397. CALVERT US LRG CAP VALUE   2021-03-26 2024-05-14
295. NUVEEN ESG LARGE-CAP   2021-03-26 2024-05-14
5. ALLSTATE CORP/THE   2023-10-25 2024-05-22
1. ALLSTATE CORP/THE   2023-10-24 2024-05-22
4. AMERICAN EXPRESS CO   2022-08-04 2024-05-22
4. BECTON DICKINSON AND CO   2023-06-08 2024-05-22
3. BLACKROCK INC   2022-10-21 2024-05-22
1. BLACKROCK INC   2022-10-24 2024-05-22
82. BLUE OWL CAP INC   2023-09-21 2024-05-22
4. BLUE OWL CAP INC   2023-09-22 2024-05-22
92. CSX CORP   2021-05-11 2024-05-22
17. CHEVRONTEXACO CORP   2021-05-11 2024-05-22
35. COMCAST CORP   2021-09-13 2024-05-22
18. CONSOLIDATED EDISON INC   2023-11-07 2024-05-22
12. CONSOLIDATED EDISON INC   2023-11-06 2024-05-22
6. DR HORTON INC   2023-03-08 2024-05-22
2. DEERE & CO   2023-04-03 2024-05-22
15. DIGITAL REALTY TRUST INC   2023-06-28 2024-05-22
28. EMERSON ELECTRIC CO   2021-05-11 2024-05-22
11. EXXON MOBIL CORP   2021-11-15 2024-05-22
3. GENERAL DYNAMICS CORP   2022-03-07 2024-05-22
183. GOLDMAN SACHS INTL EQUITY ESG FUND   2023-07-21 2024-05-22
6. HCA HEALTHCARE INC   2023-01-24 2024-05-22
67. HP INC   2023-12-07 2024-05-22
171. HEWLETT PACKARD ENTERPRISE CO   2023-02-06 2024-05-22
2. HOME DEPOT INC/THE   2022-11-22 2024-05-22
16. INTERNATIONAL BUSINESS MACHINES CORP   2023-07-27 2024-05-22
52. INTERPUBLIC GROUP OF COS INC/THE   2023-05-25 2024-05-22
177. ISHARES INC ISHARES ESG MSCI EM ETF   2021-03-26 2024-05-22
54. ISHARES TRUST ISHARES ESG MSCI EAFE ETF   2021-03-26 2024-05-22
11. J P MORGAN CHASE & CO   2021-05-11 2024-05-22
66. KINDER MORGAN INC/DE   2021-05-11 2024-05-22
59. KRAFT HEINZ CO/THE   2023-01-05 2024-05-22
3. ELI LILLY & CO   2021-05-11 2024-05-22
24. MAGNA INTERNATIONAL INC   2021-05-11 2024-05-22
2. MC DONALDS CORPORATION COMMON   2021-05-11 2024-05-22
4. MICROSOFT CORP COM   2022-08-05 2024-05-22
2. NUVEEN ESG LARGE   2021-03-26 2024-05-22
11. PEPSICO INC   2021-05-11 2024-05-22
21. PRINCIPAL FINANCIAL GROUP INC   2021-12-14 2024-05-22
11. REALTY INCOME CORP   2021-06-08 2024-05-22
18. SYNCHRONY FINANCIAL   2023-05-11 2024-05-22
9. TEXAS INSTRUMENTS INC   2022-03-17 2024-05-22
8. TRUIST FINL CORP   2023-06-01 2024-05-22
29. TRUIST FINL CORP   2023-05-19 2024-05-22
8. TRUIST FINL CORP   2023-05-18 2024-05-22
11. VICI PROPERTIES INC   2021-11-17 2024-05-22
8. VICI PROPERTIES INC   2021-11-16 2024-05-22
14. WELLTOWER INC   2023-10-02 2024-05-22
38. WILLIAMS COS INC/THE   2021-10-11 2024-05-22
6. EATON CORP PLC   2021-05-11 2024-05-22
32. MEDTRONIC PLC SHS   2021-05-11 2024-05-22
15. BECTON DICKINSON AND CO   2023-06-09 2024-05-24
2. BECTON DICKINSON AND CO   2023-06-12 2024-05-24
2. BROADCOM INC   2021-05-11 2024-05-24
166. COMCAST CORP   2021-09-15 2024-05-24
99. COMCAST CORP   2021-09-14 2024-05-24
1. COMCAST CORP   2021-09-13 2024-05-24
17. DEERE & CO   2023-04-03 2024-05-24
29. HP INC   2023-12-07 2024-05-24
151. MAGNA INTERNATIONAL INC   2021-05-11 2024-05-24
20. MICROSOFT CORP COM   2022-08-05 2024-05-24
3. MICROSOFT CORP COM   2022-08-08 2024-05-24
125. VICI PROPERTIES INC   2021-11-17 2024-05-24
5. BECTON DICKINSON AND CO   2023-06-28 2024-05-28
12. BECTON DICKINSON AND CO   2023-06-12 2024-05-28
22. COMCAST CORP   2021-09-15 2024-05-28
128. COMCAST CORP   2022-02-25 2024-05-28
6. DEERE & CO   2023-04-04 2024-05-28
5. DEERE & CO   2023-04-03 2024-05-28
1. MAGNA INTERNATIONAL INC   2022-03-01 2024-05-28
20. MAGNA INTERNATIONAL INC   2022-02-28 2024-05-28
3. MAGNA INTERNATIONAL INC   2021-05-11 2024-05-28
10. MAGNA INTERNATIONAL INC   2022-02-25 2024-05-28
7. VICI PROPERTIES INC   2021-11-17 2024-05-28
92. VICI PROPERTIES INC   2021-11-18 2024-05-28
6. BECTON DICKINSON AND CO   2023-06-28 2024-05-29
12. BECTON DICKINSON AND CO   2023-06-30 2024-05-29
2. BECTON DICKINSON AND CO   2023-07-03 2024-05-29
9. BECTON DICKINSON AND CO   2023-06-29 2024-05-29
5. DEERE & CO   2023-06-01 2024-05-29
9. DEERE & CO   2023-05-11 2024-05-29
5. DEERE & CO   2023-05-19 2024-05-29
26. MAGNA INTERNATIONAL INC   2022-03-01 2024-05-29
67. VICI PROPERTIES INC   2021-11-18 2024-05-29
2. BECTON DICKINSON AND CO   2023-10-02 2024-05-30
5. BECTON DICKINSON AND CO   2023-12-07 2024-05-30
9. BECTON DICKINSON AND CO   2023-08-25 2024-05-30
5. BECTON DICKINSON AND CO   2023-09-29 2024-05-30
12. BECTON DICKINSON AND CO   2023-08-28 2024-05-30
3. BECTON DICKINSON AND CO   2023-07-03 2024-05-30
8. DEERE & CO   2023-06-01 2024-05-30
46. MAGNA INTERNATIONAL INC   2022-03-01 2024-05-30
7. VICI PROPERTIES INC   2021-11-19 2024-05-30
86. VICI PROPERTIES INC   2021-11-18 2024-05-30
8. BECTON DICKINSON AND CO   2023-12-08 2024-05-31
23. BECTON DICKINSON AND CO   2023-12-07 2024-05-31
21. MAGNA INTERNATIONAL INC   2022-05-13 2024-05-31
16. MAGNA INTERNATIONAL INC   2022-03-01 2024-05-31
37. VICI PROPERTIES INC   2024-02-01 2024-05-31
108. VICI PROPERTIES INC   2023-06-23 2024-05-31
25. VICI PROPERTIES INC   2023-06-22 2024-05-31
84. VICI PROPERTIES INC   2021-11-19 2024-05-31
39. VICI PROPERTIES INC   2024-02-02 2024-05-31
62. CSX CORP   2021-05-11 2024-06-26
18. EMERSON ELECTRIC CO   2021-05-11 2024-06-26
14. MICROSOFT CORP COM   2022-08-08 2024-06-26
15. MICROSOFT CORP COM   2022-09-29 2024-06-26
13. EATON CORP PLC   2021-05-11 2024-06-26
84. CSX CORP   2021-05-11 2024-06-27
44. EMERSON ELECTRIC CO   2021-05-11 2024-06-27
4. EATON CORP PLC   2023-01-12 2024-06-27
9. EATON CORP PLC   2023-01-11 2024-06-27
6. EATON CORP PLC   2021-05-11 2024-06-27
186. BROADCOM INC   2021-05-11 2024-08-01
18. J P MORGAN CHASE & CO   2021-05-11 2024-08-01
42. MAGNA INTERNATIONAL INC   2022-05-13 2024-08-01
16. MICROSOFT CORP COM   2022-09-29 2024-08-01
20. SYNCHRONY FINANCIAL   2023-05-18 2024-08-01
22. SYNCHRONY FINANCIAL   2023-05-11 2024-08-01
12. MAGNA INTERNATIONAL INC   2022-10-19 2024-08-02
1. MAGNA INTERNATIONAL INC   2022-10-20 2024-08-02
26. MAGNA INTERNATIONAL INC   2022-05-13 2024-08-02
24. SYNCHRONY FINANCIAL   2023-05-19 2024-08-02
26. SYNCHRONY FINANCIAL   2023-05-18 2024-08-02
2. MAGNA INTERNATIONAL INC   2022-10-24 2024-08-05
7. MAGNA INTERNATIONAL INC   2022-10-26 2024-08-05
4. MAGNA INTERNATIONAL INC   2022-10-21 2024-08-05
8. MAGNA INTERNATIONAL INC   2022-10-25 2024-08-05
20. MAGNA INTERNATIONAL INC   2023-07-20 2024-08-05
2. MAGNA INTERNATIONAL INC   2022-10-27 2024-08-05
7. MAGNA INTERNATIONAL INC   2023-07-18 2024-08-05
27. MAGNA INTERNATIONAL INC   2023-07-19 2024-08-05
11. MAGNA INTERNATIONAL INC   2022-10-20 2024-08-05
61. SYNCHRONY FINANCIAL   2023-05-19 2024-08-05
2. MAGNA INTERNATIONAL INC   2023-07-20 2024-08-06
21. MAGNA INTERNATIONAL INC   2023-07-21 2024-08-06
1. MAGNA INTERNATIONAL INC   2023-07-25 2024-08-06
17. MAGNA INTERNATIONAL INC   2023-07-24 2024-08-06
9. MAGNA INTERNATIONAL INC   2023-07-25 2024-08-07
4. MAGNA INTERNATIONAL INC   2023-07-28 2024-08-07
17. MAGNA INTERNATIONAL INC   2023-07-26 2024-08-07
42. MAGNA INTERNATIONAL INC   2023-07-27 2024-08-07
7. MAGNA INTERNATIONAL INC   2023-08-01 2024-08-08
14. MAGNA INTERNATIONAL INC   2023-07-31 2024-08-08
45. MAGNA INTERNATIONAL INC   2023-07-28 2024-08-08
19. MAGNA INTERNATIONAL INC   2023-08-01 2024-08-09
79. CHEVRONTEXACO CORP   2021-05-11 2024-08-12
28. CHEVRONTEXACO CORP   2023-09-15 2024-08-12
48. EMERSON ELECTRIC CO   2021-05-11 2024-08-12
114. HEWLETT PACKARD ENTERPRISE CO   2023-02-06 2024-08-12
3. ELI LILLY & CO   2023-03-08 2024-08-12
32. ELI LILLY & CO   2021-05-11 2024-08-12
22. MAGNA INTERNATIONAL INC   2023-08-02 2024-08-12
9. MAGNA INTERNATIONAL INC   2023-08-01 2024-08-12
1. SIMON PROPERTY GROUP INC   2024-05-28 2024-08-12
11. SIMON PROPERTY GROUP INC   2024-05-24 2024-08-12
36. SYNCHRONY FINANCIAL   2023-05-19 2024-08-12
24. EATON CORP PLC   2023-01-12 2024-08-12
24. CHEVRONTEXACO CORP   2023-09-18 2024-08-13
64. CHEVRONTEXACO CORP   2023-09-15 2024-08-13
23. EMERSON ELECTRIC CO   2021-05-11 2024-08-13
138. HEWLETT PACKARD ENTERPRISE CO   2023-02-07 2024-08-13
75. HEWLETT PACKARD ENTERPRISE CO   2023-02-06 2024-08-13
9. MAGNA INTERNATIONAL INC   2023-10-09 2024-08-13
1. MAGNA INTERNATIONAL INC   2023-10-10 2024-08-13
2. MAGNA INTERNATIONAL INC   2023-08-02 2024-08-13
12. MAGNA INTERNATIONAL INC   2023-10-05 2024-08-13
12. MAGNA INTERNATIONAL INC   2023-10-06 2024-08-13
7. MAGNA INTERNATIONAL INC   2023-08-03 2024-08-13
6. MAGNA INTERNATIONAL INC   2023-09-29 2024-08-13
4. MAGNA INTERNATIONAL INC   2023-10-02 2024-08-13
9. MAGNA INTERNATIONAL INC   2023-10-03 2024-08-13
5. MAGNA INTERNATIONAL INC   2023-10-04 2024-08-13
7. SIMON PROPERTY GROUP INC   2024-05-28 2024-08-13
21. SYNCHRONY FINANCIAL   2023-05-19 2024-08-13
51. SYNCHRONY FINANCIAL   2023-05-22 2024-08-13
35. SYNCHRONY FINANCIAL   2023-05-23 2024-08-13
21. EATON CORP PLC   2023-01-13 2024-08-13
3. EATON CORP PLC   2023-01-12 2024-08-13
3. EATON CORP PLC   2023-06-22 2024-08-13
5. EATON CORP PLC   2023-05-19 2024-08-13
21. HEWLETT PACKARD ENTERPRISE CO   2023-02-07 2024-08-14
42. HEWLETT PACKARD ENTERPRISE CO   2023-02-08 2024-08-14
33. SYNCHRONY FINANCIAL   2023-05-23 2024-08-14
32. EXXON MOBIL CORP   2021-11-15 2024-09-11
1. HCA HEALTHCARE INC   2023-01-24 2024-09-11
15. HCA HEALTHCARE INC   2023-03-08 2024-09-11
12. WELLTOWER INC   2023-10-04 2024-09-11
27. WELLTOWER INC   2023-10-03 2024-09-11
26. WELLTOWER INC   2023-10-02 2024-09-11
100. WILLIAMS COS INC/THE   2021-10-11 2024-09-11
20. HCA HEALTHCARE INC   2023-03-09 2024-09-12
4. HCA HEALTHCARE INC   2023-03-08 2024-09-12
1. WELLTOWER INC   2023-10-04 2024-09-12
11. WELLTOWER INC   2023-10-05 2024-09-12
20. WELLTOWER INC   2023-10-06 2024-09-12
23. WILLIAMS COS INC/THE   2021-10-11 2024-09-12
17. HCA HEALTHCARE INC   2023-03-09 2024-09-13
66. BROWN ADVISORY SUSTAINABLE GROWTH FUND   2021-03-26 2024-10-11
251. CALVERT US LRG CAP VALUE   2021-03-26 2024-10-11
174. ISHARES INC ISHARES ESG MSCI EM ETF   2021-03-26 2024-10-11
88. NUVEEN ESG LARGE   2021-03-26 2024-10-11
267. NUVEEN ESG LARGE-CAP   2021-03-26 2024-10-11
113. SCHWAB LONG-TERM US   2024-02-15 2024-10-11
177. SCHWAB LONG-TERM US   2023-10-25 2024-10-11
1557. SCHWAB LONG-TERM US   2023-07-21 2024-10-11
112. SCHWAB LONG-TERM US   2024-05-22 2024-10-11
52. ALPHABET INC SHS CL A   2024-05-28 2024-10-24
105. ALPHABET INC SHS CL A   2024-05-24 2024-10-24
13. AMERICAN EXPRESS CO   2022-08-05 2024-10-24
17. AMERICAN EXPRESS CO   2022-08-04 2024-10-24
20. BLUE OWL CAP INC   2023-09-25 2024-10-24
65. BLUE OWL CAP INC   2023-09-22 2024-10-24
95. BROADCOM INC   2021-06-21 2024-10-24
44. BROADCOM INC   2021-05-11 2024-10-24
184. CSX CORP   2021-05-11 2024-10-24
12. EXXON MOBIL CORP   2021-11-15 2024-10-24
76. EXXON MOBIL CORP   2021-11-16 2024-10-24
6. HCA HEALTHCARE INC   2023-05-11 2024-10-24
18. HCA HEALTHCARE INC   2023-03-09 2024-10-24
16. AMERICAN EXPRESS CO   2022-08-05 2024-10-25
11. AMERICAN EXPRESS CO   2022-08-08 2024-10-25
1. BLUE OWL CAP INC   2023-09-26 2024-10-25
61. BLUE OWL CAP INC   2023-09-25 2024-10-25
38. CSX CORP   2021-05-11 2024-10-25
32. EXXON MOBIL CORP   2021-11-16 2024-10-25
12. HCA HEALTHCARE INC   2023-05-19 2024-10-25
7. HCA HEALTHCARE INC   2023-05-11 2024-10-25
4. HCA HEALTHCARE INC   2023-05-12 2024-10-25
9. HCA HEALTHCARE INC   2023-05-18 2024-10-25
31. AMERICAN EXPRESS CO   2022-08-08 2024-10-28
125. BLUE OWL CAP INC   2023-09-26 2024-10-28
7. BLUE OWL CAP INC   2023-09-27 2024-10-29
36. BLUE OWL CAP INC   2023-09-26 2024-10-29
32. INTERPUBLIC GROUP OF COS INC/THE   2023-05-26 2024-12-02
43. INTERPUBLIC GROUP OF COS INC/THE   2023-05-30 2024-12-02
8. INTERPUBLIC GROUP OF COS INC/THE   2023-05-31 2024-12-02
99. KRAFT HEINZ CO/THE   2023-01-09 2024-12-02
59. KRAFT HEINZ CO/THE   2023-01-06 2024-12-02
28. KRAFT HEINZ CO/THE   2023-01-05 2024-12-02
53. TARGET CORP   2024-03-26 2024-12-02
32. TARGET CORP   2024-03-28 2024-12-02
11. TARGET CORP   2024-04-18 2024-12-02
35. TARGET CORP   2024-04-03 2024-12-02
37. TARGET CORP   2024-03-27 2024-12-02
19. TARGET CORP   2024-04-02 2024-12-02
47. TARGET CORP   2024-03-25 2024-12-02
32. TARGET CORP   2024-04-01 2024-12-02
74. TRUIST FINL CORP   2023-06-01 2024-12-02
15. WILLIAMS COS INC/THE   2021-10-11 2024-12-02
44. WILLIAMS COS INC/THE   2021-10-12 2024-12-02
94. INTERPUBLIC GROUP OF COS INC/THE   2023-05-31 2024-12-03
103. KRAFT HEINZ CO/THE   2023-01-09 2024-12-03
59. KRAFT HEINZ CO/THE   2023-01-10 2024-12-03
9. TARGET CORP   2024-04-19 2024-12-03
16. TARGET CORP   2024-04-18 2024-12-03
64. TRUIST FINL CORP   2023-06-01 2024-12-03
102. WILLIAMS COS INC/THE   2021-10-12 2024-12-03
16. INTERPUBLIC GROUP OF COS INC/THE   2023-06-01 2024-12-04
37. INTERPUBLIC GROUP OF COS INC/THE   2023-05-31 2024-12-04
33. KRAFT HEINZ CO/THE   2023-01-10 2024-12-04
23. KRAFT HEINZ CO/THE   2023-01-11 2024-12-04
69. KRAFT HEINZ CO/THE   2023-01-11 2024-12-04
98. TRUIST FINL CORP   2023-06-01 2024-12-04
66. WILLIAMS COS INC/THE   2021-10-13 2024-12-04
45. WILLIAMS COS INC/THE   2021-10-12 2024-12-04
42. INTERPUBLIC GROUP OF COS INC/THE   2023-06-01 2024-12-05
58. INTERPUBLIC GROUP OF COS INC/THE   2023-06-02 2024-12-05
126. KRAFT HEINZ CO/THE   2023-01-12 2024-12-05
27. KRAFT HEINZ CO/THE   2023-01-13 2024-12-05
28. KRAFT HEINZ CO/THE   2023-01-11 2024-12-05
43. TRUIST FINL CORP   2023-06-01 2024-12-05
22. INTERPUBLIC GROUP OF COS INC/THE   2023-06-05 2024-12-06
17. INTERPUBLIC GROUP OF COS INC/THE   2023-06-02 2024-12-06
93. KRAFT HEINZ CO/THE   2023-01-17 2024-12-06
62. KRAFT HEINZ CO/THE   2023-01-13 2024-12-06
17. INTERPUBLIC GROUP OF COS INC/THE   2023-06-06 2024-12-09
99. INTERPUBLIC GROUP OF COS INC/THE   2023-06-05 2024-12-09
26. ALLSTATE CORP/THE   2023-10-25 2024-12-30
4. ALLSTATE CORP/THE   2023-10-26 2024-12-30
15. ASTRAZENECA PLC SPONS ADR   2024-08-01 2024-12-30
13. ASTRAZENECA PLC SPONS ADR   2024-08-01 2024-12-30
18. ASTRAZENECA PLC SPONS ADR   2024-08-01 2024-12-30
5. BLACKROCK INC REG SHS   2022-10-25 2024-12-30
4. BLACKROCK INC REG SHS   2022-10-24 2024-12-30
119. BLUE OWL CAP INC   2023-09-27 2024-12-30
173. BROWN ADVISORY SUSTAINABLE GROWTH FUND   2021-03-26 2024-12-30
407. CALVERT SMALL CAP   2021-03-26 2024-12-30
70. COMCAST CORP   2022-02-25 2024-12-30
443. CRA QUALIFIED INVESTMENT   2021-03-26 2024-12-30
6. CONSOLIDATED EDISON INC   2023-11-08 2024-12-30
35. CONSOLIDATED EDISON INC   2023-11-07 2024-12-30
18. DR HORTON INC   2023-03-09 2024-12-30
13. DR HORTON INC   2023-03-08 2024-12-30
5. DIGITAL REALTY TRUST INC   2023-06-28 2024-12-30
20. DIGITAL REALTY TRUST INC   2023-06-29 2024-12-30
17. DIGITAL REALTY TRUST INC   2023-06-28 2024-12-30
14. EMERSON ELECTRIC CO   2022-02-25 2024-12-30
35. EMERSON ELECTRIC CO   2021-05-11 2024-12-30
59. EXXON MOBIL CORP   2021-11-16 2024-12-30
99. FREEPORT-MCMORAN INC   2024-05-01 2024-12-30
7. GENERAL DYNAMICS CORP   2022-03-07 2024-12-30
42. GILEAD SCIENCES INC   2024-10-24 2024-12-30
52. HP INC   2023-12-07 2024-12-30
58. HP INC   2023-12-08 2024-12-30
197. HEWLETT PACKARD ENTERPRISE CO   2023-02-08 2024-12-30
8. HOME DEPOT INC/THE   2022-11-22 2024-12-30
21. INTERNATIONAL BUSINESS MACHINES CORP   2023-07-28 2024-12-30
11. INTERNATIONAL BUSINESS MACHINES CORP   2023-07-27 2024-12-30
124. ISHARES US TREASURY BOND ETF   2022-10-11 2024-12-30
31. ISHARES US TREASURY BOND ETF   2022-07-15 2024-12-30
37. J P MORGAN CHASE & CO   2021-05-11 2024-12-30
295. KINDER MORGAN INC/DE   2021-05-11 2024-12-30
2. ELI LILLY & CO   2023-05-19 2024-12-30
1. ELI LILLY & CO   2023-03-08 2024-12-30
188. NUVEEN ESG LARGE   2021-03-26 2024-12-30
34. PEPSICO INC   2021-05-11 2024-12-30
3. PRINCIPAL FINANCIAL GROUP INC   2021-12-16 2024-12-30
29. PRINCIPAL FINANCIAL GROUP INC   2021-12-15 2024-12-30
13. PRINCIPAL FINANCIAL GROUP INC   2021-12-14 2024-12-30
1. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-06-27 2024-12-30
51. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-06-26 2024-12-30
5. RAYTHEON TECHNOLOGIES   2024-08-12 2024-12-30
3. RAYTHEON TECHNOLOGIES   2024-08-13 2024-12-30
7. RAYTHEON TECHNOLOGIES   2024-08-12 2024-12-30
3. RAYTHEON TECHNOLOGIES   2024-08-12 2024-12-30
4. RAYTHEON TECHNOLOGIES   2024-08-12 2024-12-30
6. RAYTHEON TECHNOLOGIES   2024-08-12 2024-12-30
10. SIMON PROPERTY GROUP INC   2024-05-31 2024-12-30
8. SIMON PROPERTY GROUP INC   2024-05-30 2024-12-30
9. SIMON PROPERTY GROUP INC   2024-05-29 2024-12-30
53. SYNCHRONY FINANCIAL   2023-05-23 2024-12-30
888. TIAA-CREF SOCIAL CHOICE BOND FUND   2021-03-26 2024-12-30
104. TRUIST FINL CORP   2023-06-02 2024-12-30
5. TRUIST FINL CORP   2023-06-01 2024-12-30
17. TRUIST FINL CORP   2023-06-05 2024-12-30
7. UNITEDHEALTH GROUP INC   2024-08-12 2024-12-30
65. VANGUARD TOTAL INTERNATIONAL BOND ETF   2021-05-11 2024-12-30
33. WAL MART STORES INC   2024-12-02 2024-12-30
43. WELLS FARGO & CO NEW   2024-12-02 2024-12-30
1. WELLTOWER INC   2023-10-11 2024-12-30
18. WELLTOWER INC   2023-10-10 2024-12-30
9. WELLTOWER INC   2023-10-09 2024-12-30
6. WELLTOWER INC   2023-10-06 2024-12-30
69. WILLIAMS COS INC/THE   2021-10-14 2024-12-30
52. WILLIAMS COS INC/THE   2021-10-13 2024-12-30
29. XCEL ENERGY INC   2024-09-12 2024-12-30
36. XCEL ENERGY INC   2024-09-11 2024-12-30
9. EATON CORP PLC   2023-06-22 2024-12-30
55. MEDTRONIC PLC SHS   2021-05-11 2024-12-30
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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    
(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 651   519 132
b 16   13 3
c 9,672   3,525 6,147
d 2,529   1,795 734
e 1,265   885 380
5,421   5,850 -429
3,285   3,872 -587
2,957   3,436 -479
498   481 17
8,961   8,827 134
498   508 -10
1,182   930 252
562   372 190
421   299 122
4,917   3,476 1,441
285   226 59
1,533   1,226 307
1,072   860 212
155   126 29
1,861   1,489 372
783   620 163
27,777   20,929 6,848
24,698   28,302 -3,604
2,906   3,036 -130
8,649   8,986 -337
15,339   17,818 -2,479
25,922   27,482 -1,560
8,352   6,477 1,875
3,609   3,571 38
6,151   5,189 962
1,091   1,290 -199
3,273   3,701 -428
3,273   3,735 -462
310   407 -97
6,036   7,376 -1,340
1,190   981 209
1,067   879 188
534   454 80
123   147 -24
4,335   4,602 -267
6,261   6,598 -337
3,853   4,066 -213
4,335   4,595 -260
963   973 -10
2,296   2,504 -208
3,473   3,443 30
29   29  
3,053   2,595 458
940   804 136
532   375 157
3,480   3,453 27
3,753   2,628 1,125
1,402   981 421
7,014   5,745 1,269
4,598   4,784 -186
3,531   4,751 -1,220
1,447   2,042 -595
1,956   1,752 204
747   889 -142
844   1,001 -157
11,917   9,702 2,215
1,455   2,528 -1,073
7,516   6,290 1,226
537   375 162
4,127   2,929 1,198
2,827   1,309 1,518
1,585   1,317 268
226   185 41
1,209   1,270 -61
483   504 -21
1,066   1,276 -210
1,398   2,434 -1,036
416   293 123
1,915   1,338 577
2,388   2,822 -434
3,246   5,617 -2,371
924   640 284
42   27 15
1,385   941 444
1,798   2,068 -270
360   425 -65
654   1,123 -469
97   113 -16
747   862 -115
747   1,311 -564
1,155   1,349 -194
2,478   4,400 -1,922
1,994   3,558 -1,564
1,117   1,966 -849
9,567   10,215 -648
1,824   1,946 -122
6,383   6,802 -419
1,364   1,458 -94
2,095   1,716 379
6,286   5,081 1,205
7,965   8,515 -550
3,514   3,810 -296
703   754 -51
6,770   3,729 3,041
233   191 42
8,370   6,531 1,839
5,932   6,238 -306
1,661   1,760 -99
924   726 198
693   471 222
6,239   4,903 1,336
12,656   11,890 766
11,285   10,640 645
832   627 205
166   124 42
970   628 342
944   998 -54
2,406   1,766 640
802   608 194
1,561   991 570
76   49 27
3,104   3,125 -21
2,696   1,813 883
1,364   2,102 -738
1,747   1,616 131
1,165   1,086 79
879   557 322
776   830 -54
2,151   1,637 514
3,196   2,670 526
1,279   707 572
897   751 146
5,318   5,040 278
1,925   1,563 362
2,220   1,965 255
3,068   2,757 311
666   649 17
2,790   2,283 507
1,650   1,949 -299
6,009   7,540 -1,531
4,387   4,109 278
2,195   1,749 446
1,283   1,023 260
2,137   2,438 -301
2,402   583 1,819
1,116   2,247 -1,131
533   466 67
1,719   1,127 592
154   114 40
1,992   1,600 392
1,752   1,509 243
600   745 -145
794   490 304
1,827   1,596 231
312   248 64
1,132   857 275
312   235 77
328   317 11
238   234 4
1,432   1,142 290
1,555   1,059 496
2,011   872 1,139
2,746   4,010 -1,264
3,435   3,773 -338
458   500 -42
2,796   881 1,915
6,395   9,448 -3,053
3,814   5,716 -1,902
39   60 -21
6,385   7,055 -670
949   850 99
6,813   14,137 -7,324
8,515   5,636 2,879
1,277   855 422
3,537   3,604 -67
1,137   1,293 -156
2,728   2,999 -271
848   1,252 -404
4,933   6,019 -1,086
2,221   2,451 -230
1,851   2,075 -224
45   70 -25
905   1,486 -581
136   281 -145
453   756 -303
199   202 -3
2,618   2,672 -54
1,354   1,552 -198
2,707   3,168 -461
451   523 -72
2,030   2,334 -304
1,825   1,758 67
3,285   3,366 -81
1,825   1,822 3
1,152   1,818 -666
1,874   1,946 -72
452   514 -62
1,130   1,164 -34
2,035   2,518 -483
1,130   1,295 -165
2,713   3,378 -665
678   784 -106
2,934   2,812 122
2,047   3,216 -1,169
196   200 -4
2,413   2,498 -85
1,836   1,867 -31
5,280   5,357 -77
936   1,262 -326
714   1,119 -405
1,056   1,131 -75
3,083   3,300 -217
714   773 -59
2,398   2,404 -6
1,113   1,186 -73
2,052   2,106 -54
1,910   1,717 193
6,324   3,990 2,334
6,776   3,549 3,227
4,093   1,890 2,203
2,781   2,854 -73
4,736   4,196 540
1,252   660 592
2,817   1,469 1,348
1,878   872 1,006
28,253   8,196 20,057
3,819   2,863 956
1,814   2,524 -710
6,718   3,785 2,933
975   593 382
1,072   599 473
490   609 -119
41   52 -11
1,062   1,562 -500
1,094   718 376
1,185   771 414
79   104 -25
275   382 -107
157   204 -47
314   429 -115
786   1,235 -449
79   111 -32
275   425 -150
1,061   1,662 -601
432   568 -136
2,635   1,825 810
78   123 -45
819   1,310 -491
39   62 -23
663   1,061 -398
354   561 -207
157   256 -99
669   1,062 -393
1,653   2,659 -1,006
274   448 -174
548   898 -350
1,762   2,875 -1,113
738   1,215 -477
11,438   8,425 3,013
4,054   4,679 -625
4,946   4,577 369
1,960   1,838 122
2,668   932 1,736
28,460   6,222 22,238
842   1,384 -542
344   576 -232
153   148 5
1,686   1,623 63
1,651   1,077 574
6,922   3,961 2,961
3,453   4,022 -569
9,207   10,694 -1,487
2,385   2,193 192
2,447   2,225 222
1,330   1,209 121
348   483 -135
39   54 -15
77   126 -49
465   625 -160
465   642 -177
271   439 -168
232   323 -91
155   212 -57
348   468 -120
194   261 -67
1,080   1,034 46
961   628 333
2,333   1,538 795
1,601   1,080 521
6,128   3,447 2,681
875   495 380
875   587 288
1,459   865 594
372   339 33
744   671 73
1,520   1,018 502
3,476   2,057 1,419
388   260 128
5,826   3,771 2,055
1,539   959 580
3,463   2,131 1,332
3,335   2,117 1,218
4,447   2,772 1,675
7,820   5,079 2,741
1,564   1,006 558
128   80 48
1,410   903 507
2,563   1,623 940
1,032   637 395
6,708   4,317 2,391
3,785   2,582 1,203
8,695   7,517 1,178
6,396   7,412 -1,016
7,369   5,000 2,369
11,142   9,631 1,511
3,800   3,753 47
5,952   5,289 663
52,360   56,036 -3,676
3,766   3,666 100
8,434   9,152 -718
17,030   18,378 -1,348
3,510   2,043 1,467
4,590   2,668 1,922
467   242 225
1,517   781 736
16,278   4,406 11,872
7,539   1,939 5,600
6,084   6,251 -167
1,436   772 664
9,094   4,939 4,155
2,413   1,662 751
7,239   4,571 2,668
4,307   2,514 1,793
2,961   1,747 1,214
23   12 11
1,403   737 666
1,257   1,291 -34
3,839   2,080 1,759
4,366   3,393 973
2,547   1,939 608
1,455   1,114 341
3,274   2,516 758
8,384   4,925 3,459
2,877   1,485 1,392
162   84 78
831   428 403
964   1,205 -241
1,295   1,643 -348
241   302 -61
3,126   4,200 -1,074
1,863   2,507 -644
884   1,157 -273
6,880   9,155 -2,275
4,154   5,635 -1,481
1,428   1,832 -404
4,543   6,154 -1,611
4,803   6,459 -1,656
2,466   3,343 -877
6,101   8,096 -1,995
4,154   5,761 -1,607
3,485   2,293 1,192
850   413 437
2,494   1,219 1,275
2,820   3,546 -726
3,248   4,370 -1,122
1,860   2,497 -637
1,167   1,509 -342
2,075   2,665 -590
2,973   1,983 990
5,771   2,826 2,945
471   603 -132
1,090   1,396 -306
1,025   1,397 -372
715   975 -260
2,144   2,925 -781
4,530   3,037 1,493
3,695   1,827 1,868
2,520   1,247 1,273
1,239   1,582 -343
1,711   2,236 -525
3,887   5,346 -1,459
833   1,145 -312
864   1,187 -323
2,013   1,333 680
644   835 -191
498   655 -157
2,872   3,940 -1,068
1,914   2,629 -715
549   649 -100
3,199   3,757 -558
4,998   3,261 1,737
769   503 266
984   1,205 -221
853   1,045 -192
1,181   1,446 -265
5,152   3,138 2,014
4,122   2,431 1,691
2,800   1,403 1,397
9,596   6,768 2,828
15,043   14,567 476
2,626   3,291 -665
4,146   4,731 -585
534   530 4
3,114   3,142 -28
2,526   1,721 805
1,824   1,208 616
881   546 335
3,523   2,212 1,311
2,995   1,855 1,140
1,747   1,295 452
4,369   3,338 1,031
6,262   3,834 2,428
3,781   4,925 -1,144
1,852   1,752 100
3,880   3,729 151
1,703   1,525 178
1,899   1,709 190
4,238   3,149 1,089
3,123   2,596 527
4,628   3,010 1,618
2,424   1,569 855
2,786   2,804 -18
696   743 -47
8,878   5,885 2,993
8,111   4,573 3,538
1,552   884 668
776   311 465
16,341   10,682 5,659
5,180   4,945 235
232   220 12
2,243   2,088 155
1,005   934 71
84   73 11
4,302   3,728 574
578   584 -6
347   350 -3
809   817 -8
347   350 -3
462   467 -5
693   700 -7
1,703   1,502 201
1,362   1,187 175
1,532   1,319 213
3,457   1,635 1,822
7,877   9,315 -1,438
4,517   3,333 1,184
217   155 62
738   540 198
3,547   3,964 -417
3,188   3,689 -501
2,996   3,051 -55
3,034   3,235 -201
124   84 40
2,238   1,490 748
1,119   728 391
746   486 260
3,757   1,932 1,825
2,831   1,432 1,399
1,961   1,849 112
2,434   2,284 150
3,001   1,762 1,239
4,384   6,893 -2,509
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
      35,868
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       132
b       3
c       6,147
d       734
e       380
      -429
      -587
      -479
      17
      134
      -10
      252
      190
      122
      1,441
      59
      307
      212
      29
      372
      163
      6,848
      -3,604
      -130
      -337
      -2,479
      -1,560
      1,875
      38
      962
      -199
      -428
      -462
      -97
      -1,340
      209
      188
      80
      -24
      -267
      -337
      -213
      -260
      -10
      -208
      30
       
      458
      136
      157
      27
      1,125
      421
      1,269
      -186
      -1,220
      -595
      204
      -142
      -157
      2,215
      -1,073
      1,226
      162
      1,198
      1,518
      268
      41
      -61
      -21
      -210
      -1,036
      123
      577
      -434
      -2,371
      284
      15
      444
      -270
      -65
      -469
      -16
      -115
      -564
      -194
      -1,922
      -1,564
      -849
      -648
      -122
      -419
      -94
      379
      1,205
      -550
      -296
      -51
      3,041
      42
      1,839
      -306
      -99
      198
      222
      1,336
      766
      645
      205
      42
      342
      -54
      640
      194
      570
      27
      -21
      883
      -738
      131
      79
      322
      -54
      514
      526
      572
      146
      278
      362
      255
      311
      17
      507
      -299
      -1,531
      278
      446
      260
      -301
      1,819
      -1,131
      67
      592
      40
      392
      243
      -145
      304
      231
      64
      275
      77
      11
      4
      290
      496
      1,139
      -1,264
      -338
      -42
      1,915
      -3,053
      -1,902
      -21
      -670
      99
      -7,324
      2,879
      422
      -67
      -156
      -271
      -404
      -1,086
      -230
      -224
      -25
      -581
      -145
      -303
      -3
      -54
      -198
      -461
      -72
      -304
      67
      -81
      3
      -666
      -72
      -62
      -34
      -483
      -165
      -665
      -106
      122
      -1,169
      -4
      -85
      -31
      -77
      -326
      -405
      -75
      -217
      -59
      -6
      -73
      -54
      193
      2,334
      3,227
      2,203
      -73
      540
      592
      1,348
      1,006
      20,057
      956
      -710
      2,933
      382
      473
      -119
      -11
      -500
      376
      414
      -25
      -107
      -47
      -115
      -449
      -32
      -150
      -601
      -136
      810
      -45
      -491
      -23
      -398
      -207
      -99
      -393
      -1,006
      -174
      -350
      -1,113
      -477
      3,013
      -625
      369
      122
      1,736
      22,238
      -542
      -232
      5
      63
      574
      2,961
      -569
      -1,487
      192
      222
      121
      -135
      -15
      -49
      -160
      -177
      -168
      -91
      -57
      -120
      -67
      46
      333
      795
      521
      2,681
      380
      288
      594
      33
      73
      502
      1,419
      128
      2,055
      580
      1,332
      1,218
      1,675
      2,741
      558
      48
      507
      940
      395
      2,391
      1,203
      1,178
      -1,016
      2,369
      1,511
      47
      663
      -3,676
      100
      -718
      -1,348
      1,467
      1,922
      225
      736
      11,872
      5,600
      -167
      664
      4,155
      751
      2,668
      1,793
      1,214
      11
      666
      -34
      1,759
      973
      608
      341
      758
      3,459
      1,392
      78
      403
      -241
      -348
      -61
      -1,074
      -644
      -273
      -2,275
      -1,481
      -404
      -1,611
      -1,656
      -877
      -1,995
      -1,607
      1,192
      437
      1,275
      -726
      -1,122
      -637
      -342
      -590
      990
      2,945
      -132
      -306
      -372
      -260
      -781
      1,493
      1,868
      1,273
      -343
      -525
      -1,459
      -312
      -323
      680
      -191
      -157
      -1,068
      -715
      -100
      -558
      1,737
      266
      -221
      -192
      -265
      2,014
      1,691
      1,397
      2,828
      476
      -665
      -585
      4
      -28
      805
      616
      335
      1,311
      1,140
      452
      1,031
      2,428
      -1,144
      100
      151
      178
      190
      1,089
      527
      1,618
      855
      -18
      -47
      2,993
      3,538
      668
      465
      5,659
      235
      12
      155
      71
      11
      574
      -6
      -3
      -8
      -3
      -5
      -7
      201
      175
      213
      1,822
      -1,438
      1,184
      62
      198
      -417
      -501
      -55
      -201
      40
      748
      391
      260
      1,825
      1,399
      112
      150
      1,239
      -2,509
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 190,088
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 4,310
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 4,310
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 4,310
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,645
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,645
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 2,665
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 arrowCA
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. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBANK OF AMERICA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
BANK OF AMERICA N A TRUSTEE
2 		62,062    
PO BOX 1532
PENNINGTON,NJ08534
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
5,360,397
b
Average of monthly cash balances.......................
1b
315,343
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,675,740
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
5,675,740
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
85,136
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,590,604
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
279,530
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
279,530
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,310
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,310
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
275,220
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
275,220
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
275,220
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
256,812
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
256,812
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 7 275,220
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 218,764
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 256,812
a Applied to 2023, but not more than line 2a 218,764
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..... 38,048
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		237,172
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 ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

CENTRO CRISTIANO EVANGELISTICO

1589 HAMPTON WAY
SANTA ROSA,CA95407 		NONE PC GENERAL OPERATING 54,666

COMPASSION INTERNATIONAL INCORPORATED

12290 VOYAGER PKWY
COLORADO SPGS,CO809213668 		NONE PC GENERAL OPERATING 100

TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORP

201 EDDY ST
SAN FRANCISCO,CA941022715 		NONE PC GENERAL OPERATING 163,998
Total .................................right arrow 3a 218,764
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 ....     14 149,268  
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 ............ 		    18 190,088  
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) ..   339,356  
13Total. Add line 12, columns (b), (d), and (e)..................
13
339,356
(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

TY 2024 InvestmentsCorpStockSchedule
Name:
MARTIN SILVIA GREENE FOUNDATION
EIN:
30-6529435
Name of Stock End of Year Book Value End of Year Fair Market Value
882508104 TEXAS INSTRUMENTS IN 20,238 21,376
594918104 MICROSOFT CORP COM 18,129 22,340
969457100 WILLIAMS COS INC/THE 41,577 70,951
46625H100 J P MORGAN CHASE & C 57,475 94,206
G5960L103 MEDTRONIC PLC SHS 71,217 50,804
437076102 HOME DEPOT INC/THE 27,722 31,897
20030N101 COMCAST CORP 28,520 27,697
91324P102 UNITEDHEALTH GROUP I 53,402 46,033
49456B101 KINDER MORGAN INC/DE 51,090 82,145
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 6,278 31,298
30231G102 EXXON MOBIL CORP 68,804 77,020
291011104 EMERSON ELECTRIC CO 53,620 70,516
580135101 MC DONALDS CORPORATI 19,671 21,452
89832Q109 TRUIST FINL CORP 58,022 70,753
559222401 MAGNA INTERNATIONAL    
74251V102 PRINCIPAL FINANCIAL 32,220 35,376
166764100 CHEVRONTEXACO CORP    
756109104 REALTY INCOME CORP 25,638 20,776
713448108 PEPSICO INC 59,170 52,917
G29183103 EATON CORP PLC 21,107 33,519
244199105 DEERE & CO    
532457108 ELI LILLY & CO 24,591 30,880
925652109 VICI PROPERTIES INC    
87165B103 SYNCHRONY FINANCIAL 19,677 41,275
42824C109 HEWLETT PACKARD ENTE 38,191 48,379
126408103 CSX CORP 34,010 33,593
025816109 AMERICAN EXPRESS CO 13,447 25,524
369550108 GENERAL DYNAMICS COR 25,252 25,822
500754106 KRAFT HEINZ CO/THE 27,963 23,002
020002101 ALLSTATE CORP/THE 40,245 54,367
075887109 BECTON DICKINSON AND    
09581B103 BLUE OWL CAP INC 18,092 32,494
209115104 CONSOLIDATED EDISON 47,429 46,935
23331A109 DR HORTON INC 26,347 34,955
253868103 DIGITAL REALTY TRUST 51,403 78,025
40412C101 HCA HEALTHCARE INC 25,750 25,513
40434L105 HP INC 37,031 39,972
459200101 INTERNATIONAL BUSINE 56,966 86,613
460690100 INTERPUBLIC GROUP OF 28,548 21,744
95040Q104 WELLTOWER INC 34,057 49,026
02079K305 ALPHABET INC SHS 25,149 27,070
046353108 ASTRAZENECA PLC SPON 49,099 39,705
09290D101 BLACKROCK INC REG SH 59,096 92,260
35671D857 FREEPORT-MCMORAN INC 37,782 28,827
375558103 GILEAD SCIENCES INC 55,466 57,731
744573106 PUBLIC SERVICE ENTER 48,231 52,722
75513E101 RAYTHEON TECHNOLOGIE 39,926 39,229
828806109 SIMON PROPERTY GROUP 46,996 53,385
87612E106 TARGET CORP 27,740 24,468
931142103 WAL MART STORES INC 45,566 43,729
949746101 WELLS FARGO & CO NEW 43,702 41,090
98389B100 XCEL ENERGY INC 54,079 56,717

TY 2024 InvestmentsOtherSchedule2
Name:
MARTIN SILVIA GREENE FOUNDATION
EIN:
30-6529435
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
46429B267 ISHARES US TREASURY AT COST 129,392 130,113
20368N202 CRA QUALIFIED INVEST AT COST 232,682 225,653
46434G863 ISHARES INC ISHARES AT COST 219,555 183,211
13162A708 CALVERT US LRG CAP V AT COST 289,064 313,933
87245P635 TIAA-CREF SOCIAL CHO AT COST 736,213 644,448
46435G516 ISHARES TRUST ISHARE AT COST 129,740 139,184
245908751 DELAWARE CORPORATE B AT COST 133,932 130,153
67092P300 NUVEEN ESG LARGE-CAP AT COST 348,627 381,850
92203J407 VANGUARD TOTAL INTER AT COST 97,380 95,451
13161P862 CALVERT SMALL CAP AT COST 207,389 223,228
67092P201 NUVEEN ESG LARGE AT COST 112,391 173,311
115233207 BROWN ADVISORY SUSTA AT COST 256,100 363,671
38141W448 GOLDMAN SACHS INTL E AT COST 138,309 135,521
808524680 SCHWAB LONG-TERM US      

TY 2024 LegalFeesSchedule
Name:
MARTIN SILVIA GREENE FOUNDATION
EIN:
30-6529435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 811     811


TY 2024 OtherDecreasesSchedule
Name:
MARTIN SILVIA GREENE FOUNDATION
EIN:
30-6529435
Description Amount
WASH SALE/ ROC ON CY SALES ADJ 1,389
TEMPORARY ADVANCE ADJUSTMENT 207,552
PY ROC ADJ 3,475


TY 2024 OtherExpensesSchedule
Name:
MARTIN SILVIA GREENE FOUNDATION
EIN:
30-6529435
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT EXPENSES 5 5   0


TY 2024 OtherIncreasesSchedule
Name:
MARTIN SILVIA GREENE FOUNDATION
EIN:
30-6529435
Description Amount
MUTUAL FUND TIMING ADJ 441
PY PENDING SALES 16,758
COST BASIS ADJUSTMENT 342


TY 2024 TaxesSchedule
Name:
MARTIN SILVIA GREENE FOUNDATION
EIN:
30-6529435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 963 963   0
FEDERAL ESTIMATES - PRINCIPAL 1,184 0   0
FOREIGN TAXES ON NONQUALIFIED 456 456   0