TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
SUNITA AND BRIAN PEREIRA FAMILY
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)75 ARLINGTON ST
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WINCHESTER, MA01890

A Employer identification number

83-2884106

B Telephone number (see instructions)

(617) 429-0695

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$2,408,110J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	41,816		41,816
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		170,440
b	Gross sales price for all assets on line 6a 1,433,228
7	Capital gain net income (from Part IV, line 2)...			170,440
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	212,256		212,256
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	5,250	0	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	10,513	0	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	651	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	35	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	16,449		0	0
25	Contributions, gifts, grants paid.......	224,570			224,570
26	Total expenses and disbursements. Add lines 24 and 25	241,019		0	224,570
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-28,763
b	Net investment income (if negative, enter -0-)			212,256
c	Adjusted net income (if negative, enter -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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	150,248	69,267	69,267
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	1,741,508	List of Attached Documents: // Content 1,476,301	1,831,324
	c	Investments—corporate bonds (attach schedule).......	163,694	List of Attached Documents: // Content 487,931	492,443
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	15,357	List of Attached Documents: // Content 10,255	14,286
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 0	List of Attached Documents: // Content 790	List of Attached Documents: // Content 790
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,070,807	2,044,544	2,408,110
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................		2,500
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	2,500
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	2,070,807	2,042,044
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	2,070,807	2,042,044
	30	Total liabilities and net assets/fund balances (see instructions).	2,070,807	2,044,544

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

2,070,807

Enter amount from Part I, line 27a .....................

-28,763

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

2,042,044

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,042,044

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	REAL ESTATE SELECT SECTOR SPDR FD SHS	P	2024-08-06	2024-09-30
b	REAL ESTATE SELECT SECTOR SPDR FD SHS	P	2024-08-06	2024-11-07
c	ISHARES TREASURY FLOATIN RATE BOND	P	2023-05-31	2024-02-08
d	ISHARES TREASURY FLOATIN RATE BOND	P	2023-09-11	2024-02-08
e	ISHARES TREASURY FLOATIN RATE BOND	P	2024-01-08	2024-02-08
	INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF	P	2024-01-08	2024-10-08
	INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF	P	2024-01-30	2024-10-08
	VANGUARD SHORT-TERM CORPORATE BOND	P	2024-02-08	2024-08-06
	VANGUARD SHORT-TERM CORPORATE BOND	P	2024-02-08	2024-09-10
	VANGUARD SHORT-TERM CORPORATE BOND	P	2024-02-08	2024-09-30
	VANGUARD SHORT-TERM CORPORATE BOND	P	2024-02-08	2024-12-03
	VANGUARD SHORT-TERM CORPORATE BOND	P	2024-02-08	2024-12-19
	VANGUARD LONG-TERM CORP BOND	P	2023-05-31	2024-02-08
	SPDR US FINANCIAL SECTOR ETF	P	2024-02-08	2024-09-10
	SPDR US FINANCIAL SECTOR ETF	P	2024-02-08	2024-09-30
	SPDR US FINANCIAL SECTOR ETF	P	2024-02-08	2024-12-03
	SPDR US FINANCIAL SECTOR ETF	P	2024-02-08	2024-12-19
	SECTOR SPDR UTILITIES	P	2024-01-08	2024-11-07
	SECTOR SPDR UTILITIES	P	2024-02-08	2024-11-07
	PRINCIPAL MIDCAP FUND CLASS I	P	2024-07-05	2024-09-10
	PRINCIPAL MIDCAP FUND CLASS I	P	2024-07-05	2024-09-30
	PRINCIPAL MIDCAP FUND CLASS I	P	2024-07-05	2024-12-03
	LOOMIS SAYLES GROWTH FUND CLY	P	2024-07-05	2024-09-30
	LOOMIS SAYLES GROWTH FUND CLY	P	2024-07-05	2024-12-03
	EATON VANCE RCHRD BRSTN EQUITY STRATGY FD CL I	P	2023-09-11	2024-07-05
	EATON VANCE RCHRD BRSTN EQUITY STRATGY FD CL I	P	2023-09-12	2024-07-05
	EATON VANCE RCHRD BRSTN EQUITY STRATGY FD CL I	P	2024-01-08	2024-07-05
	PIMCO INCOME FUND CL 12	P	2023-09-11	2024-09-10
	LOOMIS SAYLES GLOBAL ALLOCAT/ON FD CL Y	P	2023-09-11	2024-09-10
	LOOMIS SAYLES GLOBAL ALLOCAT/ON FD CL Y	P	2023-09-11	2024-09-10
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2023-09-11	2024-01-30
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2023-09-12	2024-01-30
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2024-01-08	2024-01-30
	ISHARES 7-10 YEAR TREAS BOND	P	2023-05-31	2024-08-06
	ISHARES 7-10 YEAR TREAS BOND	P	2023-05-31	2024-09-10
	ISHARES 7-10 YEAR TREAS BOND	P	2023-05-31	2024-09-30
	ISHARES 7-10 YEAR TREAS BOND	P	2023-05-31	2024-11-07
	ISHARES 7-10 YEAR TREAS BOND	P	2023-09-11	2024-11-07
	ISHARES 7-10 YEAR TREAS BOND	P	2023-10-10	2024-11-07
	ISHARES 7-10 YEAR TREAS BOND	P	2023-10-10	2024-12-03
	ISHARES 20 + YEAR TREASURY BONO ETF	P	2022-06-06	2024-02-08
	ISHARES 20 + YEAR TREASURY BONO ETF	P	2022-06-29	2024-08-06
	ISHARES 20 + YEAR TREASURY BONO ETF	P	2022-08-16	2024-08-06
	ISHARES 20 + YEAR TREASURY BONO ETF	P	2022-09-08	2024-09-10
	ISHARES 20 + YEAR TREASURY BONO ETF	P	2022-09-08	2024-09-30
	ISHARES 20 + YEAR TREASURY BONO ETF	P	2022-09-08	2024-11-07
	ISHARES 20 + YEAR TREASURY BONO ETF	P	2023-01-10	2024-11-07
	ISHARES 20 + YEAR TREASURY BONO ETF	P	2023-01-10	2024-12-03
	VANGUARD MSC/ PACIFIC ETF	P	2021-07-26	2024-04-08
	VANGUARD MSC/ PACIFIC ETF	P	2021-07-26	2024-09-10
	VANGUARD MSC/ PACIFIC ETF	P	2021-07-26	2024-09-30
	VANGUARD MSC/ PACIFIC ETF	P	2021-07-26	2024-09-30
	VANGUARD MSC/ PACIFIC ETF	P	2021-11-09	2024-09-30
	VANGUARD MSC/ PACIFIC ETF	P	2021-11-09	2024-12-03
	VANGUARD MSC/ PACIFIC ETF	P	2021-11-09	2024-12-03
	VANGUARD MSC/ PACIFIC ETF	P	2021-11-09	2024-12-19
	ISHARES 3-7 YEAR TREASURY BONO ETF	P	2022-06-29	2024-02-08
	ISHARES 3-7 YEAR TREASURY BONO ETF	P	2022-06-29	2024-08-06
	ISHARES 3-7 YEAR TREASURY BONO ETF	P	2022-06-29	2024-09-10
	ISHARES 3-7 YEAR TREASURY BONO ETF	P	2022-06-29	2024-09-30
	ISHARES 3-7 YEAR TREASURY BONO ETF	P	2022-06-29	2024-12-03
	ISHARES 3-7 YEAR TREASURY BONO ETF	P	2022-06-29	2024-12-19
	VANGUARD FTSE ALL WORLD EX US	P	2020-08-31	2024-04-08
	VANGUARD FTSE ALL WORLD EX US	P	2020-08-31	2024-09-10
	VANGUARD FTSE ALL WORLD EX US	P	2021-05-06	2024-09-10
	VANGUARD FTSE ALL WORLD EX US	P	2021-05-06	2024-09-30
	VANGUARD FTSE ALL WORLD EX US	P	2021-07-09	2024-09-30
	VANGUARD FTSE ALL WORLD EX US	P	2021-07-09	2024-11-07
	VANGUARD FTSE ALL WORLD EX US	P	2021-07-09	2024-12-03
	VANGUARD FTSE ALL WORLD EX US	P	2021-07-09	2024-12-19
	ISHARES TREASURY FLOATIN RATE BOND	P	2022-09-08	2024-02-08
	ISHARES TREASURY FLOATIN RATE BOND	P	2023-01-10	2024-02-08
	INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF	P	2023-01-10	2024-09-10
	INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF	P	2023-01-10	2024-09-30
	INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF	P	2023-01-10	2024-10-08
	INVESCO S&P 500 EQUAL WEIGHT ETF	P	2022-11-17	2024-09-10
	INVESCO S&P 500 EQUAL WEIGHT ETF	P	2022-11-17	2024-09-30
	INVESCO S&P 500 EQUAL WEIGHT ETF	P	2022-11-17	2024-12-03
	COMM SERVICES SELECT SECTOR	P	2021-07-09	2024-02-08
	COMM SERVICES SELECT SECTOR	P	2021-07-09	2024-04-08
	COMM SERVICES SELECT SECTOR	P	2021-07-09	2024-08-06
	COMM SERVICES SELECT SECTOR	P	2021-11-09	2024-08-06
	COMM SERVICES SELECT SECTOR	P	2021-12-29	2024-08-06
	COMM SERVICES SELECT SECTOR	P	2022-05-16	2024-08-06
	COMM SERVICES SELECT SECTOR	P	2022-05-16	2024-09-10
	COMM SERVICES SELECT SECTOR	P	2022-05-16	2024-09-30
	COMM SERVICES SELECT SECTOR	P	2022-05-16	2024-12-03
	COMM SERVICES SELECT SECTOR	P	2022-05-16	2024-12-19
	VANGUARD SCOTTSDALE FDS VANGUARD INTERME	P	2022-02-03	2024-02-08
	VANGUARD SCOTTSDALE FDS VANGUARD INTERME	P	2022-02-03	2024-09-10
	VANGUARD SCOTTSDALE FDS VANGUARD INTERME	P	2022-02-03	2024-09-30
	VANGUARD SCOTTSDALE FDS VANGUARD INTERME	P	2022-02-03	2024-12-03
	VANGUARD LONG-TERM CORP BOND	P	2022-03-23	2024-02-08
	VANGUARD LONG-TERM CORP BOND	P	2022-06-06	2024-02-08
	VANGUARD LONG-TERM CORP BOND	P	2022-06-06	2024-02-08
	VANGUARD LONG-TERM CORP BOND	P	2022-06-29	2024-02-08
	VANGUARD LONG-TERM CORP BOND	P	2023-01-10	2024-02-08
	VANECK GOLD MINERS ETF MINERS ETF	P	2023-01-10	2024-07-05
	VANECK GOLD MINERS ETF MINERS ETF	P	2023-01-10	2024-09-10
	VANECK GOLD MINERS ETF MINERS ETF	P	2023-01-10	2024-09-30
	ISHARES CORE MSC/ EUROPE	P	2021-11-09	2024-04-08
	ISHARES CORE MSC/ EUROPE	P	2021-11-09	2024-09-10
	ISHARES CORE MSC/ EUROPE	P	2021-11-09	2024-09-30
	HEALTH CARE SELECT SPDR	P	2021-07-09	2024-04-08
	HEALTH CARE SELECT SPDR	P	2021-11-09	2024-04-08
	HEALTH CARE SELECT SPDR	P	2021-11-11	2024-04-08
	HEALTH CARE SELECT SPDR	P	2021-11-11	2024-08-06
	HEALTH CARE SELECT SPDR	P	2021-12-29	2024-08-06
	HEALTH CARE SELECT SPDR	P	2022-03-08	2024-08-06
	HEALTH CARE SELECT SPDR	P	2022-03-08	2024-09-10
	HEALTH CARE SELECT SPDR	P	2022-03-08	2024-09-30
	HEALTH CARE SELECT SPDR	P	2022-05-16	2024-09-30
	HEALTH CARE SELECT SPDR	P	2022-05-16	2024-12-03
	SECTOR SPDR CONSMRS STPL	P	2022-09-08	2024-02-08
	SECTOR SPDR CONSMRS STPL	P	2022-11-01	2024-02-08
	SECTOR SPDR CONSMRS STPL	P	2022-11-01	2024-09-10
	SECTOR SPDR CONSMRS STPL	P	2022-11-01	2024-09-30
	SECTOR SPDR CONSMRS STPL	P	2023-01-10	2024-09-30
	SECTOR SPDR CONSMRS STPL	P	2023-01-10	2024-12-03
	CONSUMER DISCRETIONARY SPDR	P	2021-07-09	2024-09-10
	CONSUMER DISCRETIONARY SPDR	P	2021-07-09	2024-09-30
	CONSUMER DISCRETIONARY SPDR	P	2021-07-09	2024-11-07
	CONSUMER DISCRETIONARY SPDR	P	2021-07-09	2024-12-03
	CONSUMER DISCRETIONARY SPDR	P	2021-07-09	2024-12-19
	TECHNOLOGY SELECT SECTOR SPDR	P	2021-09-16	2024-02-08
	TECHNOLOGY SELECT SECTOR SPDR	P	2021-09-16	2024-08-06
	TECHNOLOGY SELECT SECTOR SPDR	P	2021-09-16	2024-09-10
	TECHNOLOGY SELECT SECTOR SPDR	P	2021-09-16	2024-09-30
	TECHNOLOGY SELECT SECTOR SPDR	P	2021-10-19	2024-09-30
	TECHNOLOGY SELECT SECTOR SPDR	P	2021-10-19	2024-12-03
	TECHNOLOGY SELECT SECTOR SPDR	P	2021-10-19	2024-12-19
	SECTOR SPDR UTILITIES	P	2022-08-16	2024-04-08
	SECTOR SPDR UTILITIES	P	2022-08-16	2024-08-06
	SECTOR SPDR UTILITIES	P	2022-08-16	2024-09-10
	SECTOR SPDR UTILITIES	P	2022-08-16	2024-09-30
	SECTOR SPDR UTILITIES	P	2022-11-01	2024-09-30
	SECTOR SPDR UTILITIES	P	2022-11-01	2024-11-07
	SECTOR SPDR UTILITIES	P	2023-05-31	2024-11-07
	PIMCO INCOME FUND CL 12	P	2023-09-11	2024-09-30
	PIMCO INCOME FUND CL 12	P	2023-09-12	2024-09-30
	PIMCO INCOME FUND CL 12	P	2023-09-12	2024-12-03
	PIMCO INCOME FUND CL 12	P	2023-09-12	2024-12-19
	LOOMIS SAYLES GLOBAL ALLOCATION FD CL Y	P	2023-09-12	2024-09-30
	LOOMIS SAYLES GLOBAL ALLOCATION FD CL Y	P	2023-09-12	2024-10-08
	LOOMIS SAYLES GLOBAL ALLOCATION FD CL Y	P	2023-09-12	2024-12-03
	JP MORGAN GLOBAL ALLOCATION FUND CL I	P	2019-01-17	2024-01-30
	JP MORGAN GLOBAL ALLOCATION FUND CL I	P	2019-01-17	2024-09-10
	JP MORGAN GLOBAL ALLOCATION FUND CL I	P	2019-01-17	2024-09-30
	JP MORGAN GLOBAL ALLOCATION FUND CL I	P	2019-01-17	2024-12-03
	JP MORGAN GLOBAL ALLOCATION FUND CL I	P	2019-01-17	2024-12-19
	T ROWE PRICE GLOBAL ALLOCATION FUND CL INV	P	2020-06-25	2024-09-10
	T ROWE PRICE GLOBAL ALLOCATION FUND CL INV	P	2020-06-25	2024-09-30
	T ROWE PRICE GLOBAL ALLOCATION FUND CL INV	P	2020-06-25	2024-12-03
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2019-01-17	2024-01-30
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2019-01-23	2024-01-30
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2020-01-03	2024-01-30
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2020-04-06	2024-01-30
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2020-09-03	2024-01-30
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2020-12-28	2024-01-30
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2021-07-09	2024-01-30
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2021-12-21	2024-01-30
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2022-11-17	2024-01-30
	BLACKROCK GLOBAL ALLOCATION FD INC INSTL	P	2023-01-10	2024-01-30
	SPDR GOLD TRUST	P	2023-01-10	2024-01-16
	SPDR GOLD TRUST	P	2023-01-10	2024-01-16
	SPDR GOLD TRUST	P	2023-01-10	2024-01-16
	SPDR GOLD TRUST	P	2023-01-10	2024-01-16
	SPDR GOLD TRUST	P	2023-01-10	2024-01-16
	SPDR GOLD TRUST	P	2023-01-10	2024-01-16
	SPDR GOLD TRUST	P	2023-01-10	2024-02-09
	SPDR GOLD TRUST	P	2023-01-10	2024-02-09
	SPDR GOLD TRUST	P	2023-01-10	2024-02-09
	SPDR GOLD TRUST	P	2023-01-10	2024-02-09
	SPDR GOLD TRUST	P	2023-01-10	2024-02-09
	SPDR GOLD TRUST	P	2023-01-10	2024-02-09
	SPDR GOLD TRUST	P	2023-01-10	2024-03-18
	SPDR GOLD TRUST	P	2023-01-10	2024-03-18
	SPDR GOLD TRUST	P	2023-01-10	2024-03-18
	SPDR GOLD TRUST	P	2023-01-10	2024-03-18
	SPDR GOLD TRUST	P	2023-01-10	2024-03-18
	SPDR GOLD TRUST	P	2023-01-10	2024-03-18
	SPDR GOLD TRUST	P	2023-01-10	2024-04-10
	SPDR GOLD TRUST	P	2023-01-10	2024-04-10
	SPDR GOLD TRUST	P	2023-01-10	2024-04-10
	SPDR GOLD TRUST	P	2023-01-10	2024-04-10
	SPDR GOLD TRUST	P	2023-01-10	2024-04-10
	SPDR GOLD TRUST	P	2023-01-10	2024-04-10
	SPDR GOLD TRUST	P	2023-01-10	2024-05-10
	SPDR GOLD TRUST	P	2023-01-10	2024-05-10
	SPDR GOLD TRUST	P	2023-01-10	2024-05-10
	SPDR GOLD TRUST	P	2023-01-10	2024-05-10
	SPDR GOLD TRUST	P	2023-01-10	2024-05-10
	SPDR GOLD TRUST	P	2023-01-10	2024-05-10
	SPDR GOLD TRUST	P	2023-01-10	2024-06-14
	SPDR GOLD TRUST	P	2023-01-10	2024-06-14
	SPDR GOLD TRUST	P	2023-01-10	2024-06-14
	SPDR GOLD TRUST	P	2023-01-10	2024-06-14
	SPDR GOLD TRUST	P	2023-01-10	2024-06-14
	SPDR GOLD TRUST	P	2023-01-10	2024-06-14
	SPDR GOLD TRUST	P	2023-01-10	2024-07-05
	SPDR GOLD TRUST	P	2023-01-10	2024-07-16
	SPDR GOLD TRUST	P	2023-01-10	2024-07-16
	SPDR GOLD TRUST	P	2023-01-10	2024-07-16
	SPDR GOLD TRUST	P	2023-01-10	2024-07-16
	SPDR GOLD TRUST	P	2023-01-10	2024-07-16
	SPDR GOLD TRUST	P	2023-01-10	2024-08-15
	SPDR GOLD TRUST	P	2023-01-10	2024-08-15
	SPDR GOLD TRUST	P	2023-01-10	2024-08-15
	SPDR GOLD TRUST	P	2023-01-10	2024-08-15
	SPDR GOLD TRUST	P	2023-01-10	2024-08-15
	SPDR GOLD TRUST	P	2023-01-10	2024-09-10
	SPDR GOLD TRUST	P	2023-01-10	2024-09-13
	SPDR GOLD TRUST	P	2023-01-10	2024-09-13
	SPDR GOLD TRUST	P	2023-01-10	2024-09-13
	SPDR GOLD TRUST	P	2023-01-10	2024-09-13
	SPDR GOLD TRUST	P	2023-01-10	2024-09-30
	SPDR GOLD TRUST	P	2023-01-10	2024-10-18
	SPDR GOLD TRUST	P	2023-01-10	2024-10-18
	SPDR GOLD TRUST	P	2023-01-10	2024-10-18
	SPDR GOLD TRUST	P	2023-01-10	2024-11-15
	SPDR GOLD TRUST	P	2023-01-10	2024-11-15
	SPDR GOLD TRUST	P	2023-01-10	2024-11-15
	SPDR GOLD TRUST	P	2023-01-10	2024-12-03
	SPDR GOLD TRUST	P	2023-01-10	2024-12-09
	SPDR GOLD TRUST	P	2023-01-10	2024-12-09
	SPDR GOLD TRUST	P	2023-01-10	2024-12-19
	ALIBABA GROUP HOLDING LT	P	2023-04-04	2024-01-09
	ALIBABA GROUP HOLDING LT	P	2023-07-14	2024-01-09
	ALPHABET INC SHS CL C	P	2023-09-15	2024-03-26
	BLUE OWL CAP INC	P	2023-03-05	2024-03-26
	BAIDU INC SPON ADR	P	2023-08-02	2024-01-09
	BOEING COMPANY	P	2023-07-27	2024-02-06
	BOEING COMPANY	P	2023-07-28	2024-02-06
	CROWDSTRIKE HLDGS INC CL A	P	2024-01-09	2024-03-26
	CROWDSTRIKE HLDGS INC CL A	P	2024-01-09	2024-08-28
	CROWDSTRIKE HLDGS INC CL A	P	2024-01-23	2024-08-28
	CROWDSTRIKE HLDGS INC CL A	P	2024-05-14	2024-08-28
	CROWDSTRIKE HLDGS INC CL A	P	2024-07-23	2024-08-28
	CROWDSTRIKE HLDGS INC CL A	P	2024-07-23	2024-08-28
	CROWDSTRIKE HLDGS INC CL A	P	2024-07-31	2024-08-28
	IDEXX LAB INC DEL $0.10	P	2024-01-09	2024-07-22
	INTUITIVE SURGICAL INC NEW	P	2024-02-06	2024-03-26
	ISHARES TR RUSSELL 2000	P	2024-04-04	2024-06-11
	LAS VEGAS SANDS CORP	P	2023-04-04	2024-01-09
	MODERNA INC	P	2023-04-25	2024-03-26
	MODERNA INC	P	2023-10-26	2024-09-27
	NVIDIA	P	2023-08-25	2024-03-26
	NVIDIA	P	2023-09-15	2024-03-26
	ON SEMICONDUCTOR CRP COM	P	2023-05-24	2024-03-26
	ON SEMICONDUCTOR CRP COM	P	2023-05-24	2024-03-28
	ON SEMICONDUCTOR CRP COM	P	2023-06-05	2024-03-28
	STARBUCKS CORP	P	2023-11-10	2024-03-05
	UBER TECHNOLOGIES INC	P	2023-04-10	2024-03-26
	VERTEX PHARMCTLS INC	P	2024-01-09	2024-03-26
	ZSCALER INC	P	2024-01-09	2024-05-14
	ZSCALER INC	P	2024-01-23	2024-05-14
	AMAZON COM INC COM	P	2020-06-09	2024-03-26
	ALPHABET INC SHS CL C	P	2020-06-22	2024-03-07
	ALPHABET INC SHS CL C	P	2020-06-22	2024-03-26
	BLACKSTONE INC	P	2019-08-02	2024-03-26
	BERKSHIRE HATHAWAY/NC DEL CL B NEW	P	2019-01-17	2024-03-26
	BERKSHIRE HATHAWAY/NC DEL CL B NEW	P	2021-05-10	2024-03-26
	BERKSHIRE HATHAWAY/NC DEL CL B NEW	P	2021-06-11	2024-03-26
	DANAHER CORP DEL COM	P	2015-07-30	2024-03-26
	DANAHER CORP DEL COM	P	2015-12-08	2024-03-26
	DANAHER CORP DEL COM	P	2015-12-08	2024-08-15
	DANAHER CORP DEL COM	P	2016-07-07	2024-08-15
	DANAHER CORP DEL COM	P	2016-07-07	2024-08-15
	DANAHER CORP DEL COM	P	2021-06-11	2024-08-15
	DISNEY (WALT) CO COM STK	P	2022-01-24	2024-03-26
	DISNEY (WALT) CO COM STK	P	2022-01-24	2024-05-14
	DISNEY (WALT) CO COM STK	P	2022-02-14	2024-05-14
	DISNEY (WALT) CO COM STK	P	2022-04-20	2024-05-14
	EMERSON ELEC CO	P	2020-05-11	2024-03-26
	EMERSON ELEC CO	P	2020-10-23	2024-03-26
	META PLATFORMS INC CLASS A COMMON STOCK	P	2019-07-25	2024-03-26
	META PLATFORMS INC CLASS A COMMON STOCK	P	2021-06-11	2024-03-26
	META PLATFORMS INC CLASS A COMMON STOCK	P	2021-10-22	2024-03-26
	ISHARES CORE S&P SMALL CAP ETF	P	2020-04-20	2024-03-26
	ISHARES CORE S&P SMALL CAP ETF	P	2020-04-20	2024-06-11
	ISHARES CORE S&P SMALL CAP ETF	P	2021-06-11	2024-06-11
	GOLDMAN SACHS GROUP INC	P	2020-06-24	2024-03-26
	HONEYWELL INTL INC DEL	P	2017-01-10	2024-03-26
	HONEYWELL INTL INC DEL	P	2020-10-23	2024-03-26
	HDFC BANK LTD ADR	P	2019-01-17	2024-01-10
	HDFC BANK LTD ADR	P	2019-01-17	2024-01-10
	HDFC BANK LTD ADR	P	2021-06-11	2024-01-10
	HUMANA INC	P	2023-01-05	2024-01-23
	IDEXX LAB INC DEL $0. 70	P	2019-01-17	2024-03-26
	IDEXX LAB INC DEL $0. 70	P	2019-01-17	2024-07-22
	IDEXX LAB INC DEL $0. 70	P	2021-06-11	2024-07-22
	PACER US CASH COWS100	P	2022-02-17	2024-03-26
	PACER US CASH COWS100	P	2022-03-17	2024-03-26
	PACER US CASH COWS100	P	2022-03-17	2024-06-11
	PACER US CASH COWS100	P	2022-05-03	2024-06-11
	INTUIT INC	P	2022-04-04	2024-03-26
	INTUIT INC	P	2022-04-04	2024-05-28
	ELI LILLY & CO	P	2022-04-07	2024-03-26
	MODERNA INC	P	2023-02-14	2024-03-26
	MODERNA INC	P	2023-04-25	2024-09-27
	MICROSOFT CORP	P	2020-04-01	2024-03-26
	SPDR US FINANCIAL SECTOR ETF	P	2022-07-21	2024-03-26
	SPDR US FINANCIAL SECTOR ETF	P	2022-07-21	2024-07-08
	THERMO FISHER SCIENTIFIC INC	P	2020-03-16	2024-03-26
	UBER TECHNOLOGIES INC	P	2023-02-16	2024-03-26
	ZOETIS INC	P	2019-01-17	2024-03-26
	ZOETIS INC	P	2019-01-17	2024-04-19
	ZOETIS INC	P	2021-06-11	2024-04-19
	WALMART INC	P	2022-03-17	2024-03-26
	MATTHEWS CHINA FUND CL INSTL	P	2023-12-26	2024-04-03
	MATTHEWS CHINA FUND CL INSTL	P	2024-03-26	2024-04-03
	MATTHEWS CHINA FUND CL INSTL	P	2024-04-02	2024-04-03
	MATTHEWS INOIA FUND CL INSTL	P	2023-03-29	2024-03-26
	GS GQG PARTNERS INTL OPPS FD CL INSTL	P	2023-03-29	2024-03-26
	MATTHEWS CHINA FUND CL INSTL	P	2023-03-29	2024-04-03
	MATTHEWS CHINA FUND CL INSTL	P	2023-03-30	2024-04-03
	MATTHEWS INOIA FUND CL INSTL	P	2023-03-29	2024-04-02
	MATTHEWS INOIA FUND CL INSTL	P	2023-03-30	2024-04-02
	GQG PARTNERS EMERGING MKTS EQ FD CL INSTL	P	2021-12-29	2024-03-26
	GQG PARTNERS EMERGING MKTS EQ FD CL INSTL	P	2021-12-29	2024-04-02
	GS GQG PARTNERS INTL OPPS FD CL INSTL	P	2023-03-29	2024-04-02
	GS GQG PARTNERS INTL OPPS FD CL INSTL	P	2023-03-30	2024-04-02
	KEYCORP NEW	P	2024-06-12	2024-12-02
	KEYCORP NEW	P	2024-06-12	2024-12-03
	KEYCORP NEW	P	2024-06-13	2024-12-03
	SPIRIT AEROSYSTEMS HLDGS INC	P	2023-04-03	2024-03-05
	SPIRIT AEROSYSTEMS HLDGS INC	P	2023-04-03	2024-03-06
	CRACKER BAREL OLD COUNTRY STORE INC	P	2023-04-03	2024-09-10
	CRACKER BAREL OLD COUNTRY STORE INC	P	2023-04-03	2024-09-11
	CRACKER BAREL OLD COUNTRY STORE INC	P	2023-04-03	2024-09-12
	CRACKER BAREL OLD COUNTRY STORE INC	P	2023-04-03	2024-09-13
	D R HORTON INC	P	2023-04-03	2024-09-10
	DIODES INC	P	2023-04-03	2024-08-09
	ARCHROCK INC	P	2023-04-03	2024-05-14
	ARCHROCK INC	P	2023-04-03	2024-05-15
	FORMFACTOR INC	P	2023-04-03	2024-05-14
	FORMFACTOR INC	P	2023-04-03	2024-05-15
	FORMFACTOR INC	P	2023-04-03	2024-05-16
	FORMFACTOR INC	P	2023-04-03	2024-05-17
	HOULIHAN LOKEY INC	P	2023-04-03	2024-12-09
	HOULIHAN LOKEY INC	P	2023-04-03	2024-12-10
	KEYCORP NEW	P	2023-04-03	2024-11-26
	KEYCORP NEW	P	2023-04-03	2024-11-27
	KEYCORP NEW	P	2023-04-03	2024-11-29
	KEYCORP NEW	P	2023-04-03	2024-12-02
	MONOLITHIC PWR SYSTEMS INC	P	2023-04-03	2024-05-14
	ON SEMICONDUCTOR CRP COM	P	2023-04-03	2024-05-14
	PENN ENTERTAINMENT INC	P	2023-04-03	2024-12-06
	PENN ENTERTAINMENT INC	P	2023-04-03	2024-12-09
	PENN ENTERTAINMENT INC	P	2023-04-03	2024-12-10
	REINSURNCE GROUP AMERICA	P	2023-04-03	2024-11-08
	STERICYCLE INC COM	P	2023-04-03	2024-06-12
	STERICYCLE INC COM	P	2023-04-03	2024-06-13
	STERICYCLE INC COM	P	2023-04-03	2024-06-14
	STERICYCLE INC COM	P	2023-04-03	2024-06-17
	SPIRIT AEROSYSTEMS HLDGS INC	P	2023-04-03	2024-07-09
	SPIRIT AEROSYSTEMS HLDGS INC	P	2023-04-03	2024-07-10
	SPIRIT AEROSYSTEMS HLDGS INC	P	2023-06-29	2024-07-11
	SPIRIT AEROSYSTEMS HLDGS INC	P	2023-06-30	2024-07-11
	SPIRIT AEROSYSTEMS HLDGS INC	P	2023-07-03	2024-07-11
	SPIRIT AEROSYSTEMS HLDGS INC	P	2023-07-05	2024-07-11
	SPIRIT AEROSYSTEMS HLDGS INC	P	2023-07-05	2024-07-12
	SPIRIT AEROSYSTEMS HLDGS INC	P	2023-07-06	2024-07-12
	QIAGEN NV REG SHS	P	2024-01-31	2024-01-31
	AT&T INC PREFERRED STOCK SER C 4.75% PERPETUAL	P	2024-04-02	2024-07-26
	AT&T INC PREFERRED STOCK SER C 4.75% PERPETUAL	P	2024-04-02	2024-08-01
	AT&T INC PREFERRED STOCK SER C 4.75% PERPETUAL	P	2024-04-02	2024-08-02
	AT&T INC PREFERRED STOCK SER C 4.75% PERPETUAL	P	2024-04-02	2024-08-05
	AT&T INC PREFERRED STOCK SER C 4.75% PERPETUAL	P	2024-04-02	2024-08-06
	AT&T INC PREFERRED STOCK SER C 4.75% PERPETUAL	P	2024-04-02	2024-08-08
	AT&T INC PREFERRED STOCK SER C 4.75% PERPETUAL	P	2024-04-02	2024-08-12
	AT&T INC CLO GLOBAL NOTES 5.625% DUE 8/7/2067	P	2024-04-02	2024-12-12
	GOLDMAN SACHS GRP IN CLD FIXED-TO-FLOATG RATESERK 6.375% NON-CUM PFO STOCK	P	2024-04-02	2024-05-17
	GLOBE LIFE INC JUNIOR SUBORDINATED DEB 4.25% DUE 6/75/2061	P	2024-04-02	2024-08-19
	GLOBE LIFE INC JUNIOR SUBORDINATED DEB 4.25% DUE 6/75/2061	P	2024-04-02	2024-09-30
	GLOBE LIFE INC JUNIOR SUBORDINATED DEB 4.25% DUE 6/75/2061	P	2024-04-02	2024-10-02
	GLOBE LIFE INC JUNIOR SUBORDINATED DEB 4.25% DUE 6/75/2061	P	2024-04-02	2024-10-03
	GLOBE LIFE INC JUNIOR SUBORDINATED DEB 4.25% DUE 6/75/2061	P	2024-04-02	2024-10-09
	NEXTERA ENERGY CAP CUM JR SUB DEB SER N 5.65% DUE 3/7/2079	P	2024-04-02	2024-09-12
	NEXTERA ENERGY CAP CUM JR SUB DEB SER N 5.65% DUE 3/7/2079	P	2024-04-02	2024-09-16
	NEXTERA ENERGY CAP CUM JR SUB DEB SER N 5.65% DUE 3/7/2079	P	2024-04-02	2024-09-16
	MORGAN STANLEY FIXED-FL TG SER E NON-CUM 7. 725% PFD STK PERPETUAL	P	2024-04-02	2024-07-29
	MORGAN STANLEY FIXED-FL TG SER E NON-CUM 7. 725% PFD STK PERPETUAL	P	2024-04-02	2024-07-31
	MORGAN STANLEY FIXED-FL TG SER E NON-CUM 7. 725% PFD STK PERPETUAL	P	2024-04-02	2024-08-13
	MORGAN STANLEY FIXED-FL TG SER E NON-CUM 7. 725% PFD STK PERPETUAL	P	2024-04-02	2024-08-15
	MORGAN STANLEY FIXED-FL TG SER E NON-CUM 7. 725% PFD STK PERPETUAL	P	2024-04-02	2024-08-16
	MORGAN STANLEY FIXED-FL TG SER E NON-CUM 7. 725% PFD STK PERPETUAL	P	2024-04-02	2024-08-19
	MORGAN STANLEY FIXED-FL TG SER E NON-CUM 7. 725% PFD STK PERPETUAL	P	2024-04-02	2024-08-20
	MORGAN STANLEY FIXED-FL TG SER E NON-CUM 7. 725% PFD STK PERPETUAL	P	2024-04-02	2024-10-04
	MORGAN STANLEY FIXED-FL TG SER E NON-CUM 7. 725% PFD STK PERPETUAL	P	2024-04-02	2024-10-07
	MORGAN STANLEY FIXED-FL TG SER E NON-CUM 7. 725% PFD STK PERPETUAL	P	2024-04-02	2024-10-08
	MORGAN STANLEY FIX-FLT PFD STK SER F6.875% NON-CUM PERPETUAL	P	2024-04-02	2024-10-04
	MORGAN STANLEY FIX-FLT PFD STK SER F6.875% NON-CUM PERPETUAL	P	2024-04-02	2024-10-07
	MORGAN STANLEY FIX-FLT PFD STK SER F6.875% NON-CUM PERPETUAL	P	2024-04-02	2024-10-11
	PRUDENTIAL FINANCIAL INC JR SUB NOTES 05.950% SEP 01 2062	P	2024-04-02	2024-07-17
	PRUDENTIAL FINANCIAL INC JR SUB NOTES 05.950% SEP 01 2062	P	2024-04-02	2024-07-18
	PRUDENTIAL FINANCIAL INC JR SUB NOTES 05.950% SEP 01 2062	P	2024-04-02	2024-07-19
	PRUDENTIAL FINANCIAL INC JR SUB NOTES 05.950% SEP 01 2062	P	2024-04-02	2024-07-22
	PRUDENTIAL FINANCIAL INC JR SUB NOTES 05.950% SEP 01 2062	P	2024-04-02	2024-07-23
	PRUDENTIAL FINANCIAL INC JR SUB NOTES 05.950% SEP 01 2062	P	2024-04-02	2024-07-26
	PRUDENTIAL FINANCIAL INC JR SUB NOTES 05.950% SEP 01 2062	P	2024-04-02	2024-08-14
	PRUDENTIAL FINANCIAL INC JR SUB NOTES 05.950% SEP 01 2062	P	2024-04-02	2024-08-19
	PRUDENTIAL FINANCIAL INC JR SUB NOTES 05.950% SEP 01 2062	P	2024-04-02	2024-08-20
	PRUDENTIAL FINANCIAL INC JR SUB NOTES 05.950% SEP 01 2062	P	2024-04-02	2024-08-28
	PRUDENTIAL FINANCIAL INC JR SUB NOTES 05.950% SEP 01 2062	P	2024-04-02	2024-08-29
	PRUDENTIAL FINANCIAL INC JR SUB NOTES 05.950% SEP 01 2062	P	2024-04-02	2024-09-12
	M&T BANK CORPORATION NEW MONEY SER H VAR% PERPETUAL	P	2024-04-02	2024-07-26
	M&T BANK CORPORATION NEW MONEY SER H VAR% PERPETUAL	P	2024-04-02	2024-08-01
	M&T BANK CORPORATION NEW MONEY SER H VAR% PERPETUAL	P	2024-04-02	2024-08-09
	M&T BANK CORPORATION NEW MONEY SER H VAR% PERPETUAL	P	2024-04-02	2024-08-14
	PUBLIC STORAGE SERIES G CUM PREFERRED S 5.05% PERPETUAL	P	2024-04-02	2024-10-02
	PUBLIC STORAGE SERIES G CUM PREFERRED S 5.05% PERPETUAL	P	2024-04-02	2024-10-09
	PUBLIC STORAGE SERIES G CUM PREFERRED S 5.05% PERPETUAL	P	2024-04-02	2024-10-11
	PUBLIC STORAGE SERIES G CUM PREFERRED S 5.05% PERPETUAL	P	2024-04-02	2024-10-15
	REGIONS FINANCIAL CORP NEW MONEY SER B VAR% PERPETUAL	P	2024-04-02	2024-07-24
	REGIONS FINANCIAL CORP NEW MONEY SER B VAR% PERPETUAL	P	2024-04-02	2024-07-26
	REGIONS FINANCIAL CORP NEW MONEY SER B VAR% PERPETUAL	P	2024-04-02	2024-09-16
	FEDERATED HERMES GOVT OBLIGATIONS FD CL ADV	P	2024-04-02	2024-04-10
	FEDERATED HERMES GOVT OBLIGATIONS FD CL ADV	P	2024-04-02	2024-06-11
	FEDERATED HERMES GOVT OBLIGATIONS FD CL ADV	P	2024-04-02	2024-07-23
	FEDERATED HERMES GOVT OBLIGATIONS FD CL ADV	P	2024-07-09	2024-07-23
	FEDERATED HERMES GOVT OBLIGATIONS FD CL ADV	P	2024-07-09	2024-07-24
	FEDERATED HERMES GOVT OBLIGATIONS FD CL ADV	P	2024-07-09	2024-07-25
	PRINCIPAL CAPITAL SECURITIES FUND CL S	P	2024-04-02	2024-04-10
	CAPITAL ONE FINANCIA CLD GLB	P	2024-04-04	2024-08-09
	CITIGROUP INC CLD GLB	P	2024-04-04	2024-06-24
	MORGAN STANLEY CLD GLB	P	2024-04-04	2024-04-17
	VANGUARD FTSE EMERGING MARKETS ETF	P	2024-10-08	2024-12-19
	VANGUARD FTSE EMERGING MARKETS ETF	P	2024-10-08	2024-12-19
	ISHARES U.S. BROKER-DEAL	P	2024-04-08	2024-09-10
	ISHARES U.S. BROKER-DEAL	P	2024-04-08	2024-09-30
	ISHARES U.S. BROKER-DEAL	P	2024-04-08	2024-12-19
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(f) Depreciation allowed (or allowable)	(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	356	0	336	20
b	1,466	0	1,427	39
c	202	0	203	-1
d	1,213	0	1,214	-1
e	51	0	51	0
	159	0	144	15
	1,510	0	1,394	116
	78	0	77	1
	554	0	540	14
	874	0	849	25
	549	0	540	9
	156	0	154	2
	621	0	619	2
	623	0	544	79
	1,397	0	1,204	193
	556	0	427	129
	385	0	311	74
	78	0	64	14
	392	0	298	94
	3,194	0	3,013	181
	4,082	0	3,674	408
	2,800	0	2,353	447
	4,538	0	4,482	56
	3,384	0	3,045	339
	6,276	0	5,780	496
	50,396	0	46,192	4,204
	5,243	0	4,621	622
	1,768	0	1,697	71
	3,978	0	3,453	525
	520	0	450	70
	130	0	122	8
	983	0	925	58
	1,187	0	1,171	16
	485	0	490	-5
	1,088	0	1,079	9
	1,671	0	1,667	4
	94	0	98	-4
	657	0	653	4
	2,909	0	2,823	86
	378	0	364	14
	847	0	1,027	-180
	388	0	454	-66
	194	0	231	-37
	1,210	0	1,302	-92
	1,476	0	1,628	-152
	1,729	0	2,062	-333
	364	0	416	-52
	373	0	416	-43
	603	0	655	-52
	1,055	0	1,146	-91
	157	0	169	-12
	78	0	82	-4
	1,961	0	2,038	-77
	152	11	163	0
	534	0	571	-37
	216	0	245	-29
	232	0	237	-5
	474	0	475	-1
	1,320	0	1,305	15
	2,157	0	2,135	22
	583	0	593	-10
	230	0	237	-7
	704	0	621	83
	837	0	725	112
	419	0	440	-21
	1,322	0	1,321	1
	1,008	0	1,010	-2
	4,647	0	4,798	-151
	543	0	568	-25
	175	0	189	-14
	5,004	0	4,991	13
	607	0	605	2
	223	0	221	2
	1,223	0	1,176	47
	8,898	0	8,232	666
	4,125	0	3,407	718
	5,540	0	4,400	1,140
	2,798	0	2,129	669
	237	0	245	-8
	331	0	326	5
	84	0	82	2
	1,600	0	1,539	61
	168	0	157	11
	1,432	0	1,007	425
	505	0	355	150
	901	0	592	309
	299	0	178	121
	197	0	118	79
	321	0	360	-39
	585	0	630	-45
	923	0	990	-67
	327	0	360	-33
	1,398	0	1,718	-320
	233	0	250	-17
	311	0	348	-37
	1,553	0	1,617	-64
	854	0	873	-19
	2,514	0	2,192	322
	666	0	572	94
	2,022	0	1,620	402
	116	0	120	-4
	175	0	180	-5
	183	0	180	3
	2,001	0	1,799	202
	286	0	266	20
	2,429	0	2,267	162
	895	0	800	95
	149	0	141	8
	1,193	0	1,027	166
	934	0	771	163
	1,224	0	1,027	197
	459	0	391	68
	588	0	521	67
	4,355	0	4,302	53
	295	0	289	6
	501	0	434	67
	498	0	434	64
	332	0	300	32
	248	0	225	23
	560	0	547	13
	799	0	729	70
	212	0	182	30
	224	0	182	42
	229	0	182	47
	1,027	0	785	242
	1,227	0	942	285
	1,257	0	942	315
	673	0	471	202
	1,122	0	793	329
	709	0	476	233
	235	0	159	76
	263	0	311	-48
	294	0	311	-17
	230	0	233	-3
	161	0	155	6
	322	0	267	55
	1,881	0	1,601	280
	705	0	587	118
	647	0	621	26
	1,640	0	1,572	68
	480	0	465	15
	14,703	0	14,466	237
	8,435	0	7,043	1,392
	15,197	0	12,735	2,462
	2,022	0	1,665	357
	1,271	0	1,162	109
	5,279	0	4,506	773
	11,452	0	9,557	1,895
	2,912	0	2,429	483
	1,056	0	915	141
	5,348	0	4,509	839
	10,812	0	8,848	1,964
	3,349	0	2,719	630
	22,174	0	21,396	778
	1,335	0	1,307	28
	3,578	0	3,740	-162
	241	0	224	17
	19,986	0	22,131	-2,145
	5,210	0	6,058	-848
	19,282	0	24,170	-4,888
	4,913	0	5,478	-565
	4,023	0	3,639	384
	1,187	0	1,089	98
				0
	4	0	4	0
	1	0		1
	1	0	1	0
				0
				0
	4	0	4	0
				0
	1	0		1
	1	0	1	0
				0
				0
				0
	4	0	3	1
				0
	1	0	1	0
				0
				0
				0
	4	0	3	1
	1	0		1
	1	0	1	0
				0
				0
				0
	4	0	3	1
	1	0		1
	1	0	1	0
				0
				0
	4	0	4	0
	1	0		1
	1	0		1
	1	0	1	0
				0
				0
	1,548	0	1,214	334
	4	0	3	1
	1	0		1
	1	0	1	0
				0
				0
	4	0	3	1
	1	0		1
	1	0	1	0
				0
				0
	1,860	0	1,387	473
	4	0	3	1
	1	0	1	0
				0
				0
	2,437	0	1,733	704
	4	0	3	1
				0
				0
	5	0	4	1
				0
				0
	732	0	520	212
	5	0	3	2
				0
	239	0	173	66
	16,081	0	22,026	-5,945
	10,912	0	14,377	-3,465
	7,018	0	6,358	660
	8,333	0	8,004	329
	16,358	0	20,663	-4,305
	27,750	0	31,289	-3,539
	1,878	0	2,156	-278
	7,273	0	6,068	1,205
	11,647	0	12,136	-489
	14,824	0	16,445	-1,621
	15,882	0	19,519	-3,637
	8,206	0	8,342	-136
	3,441	0	3,531	-90
	1,853	0	1,633	220
	7,127	0	8,326	-1,199
	3,589	0	3,487	102
	12,546	0	13,102	-556
	19,261	0	22,174	-2,913
	216	0	275	-59
	14,562	0	17,029	-2,467
	46,547	0	22,503	24,044
	24,698	0	11,530	13,168
	2,935	0	3,166	-231
	17,518	0	18,759	-1,241
	13,453	0	15,675	-2,222
	25,977	0	29,617	-3,640
	5,926	0	2,365	3,561
	5,847	0	5,897	-50
	14,302	0	18,429	-4,127
	11,830	0	16,183	-4,353
	14,184	0	10,048	4,136
	15,213	0	8,165	7,048
	4,119	0	1,951	2,168
	16,983	0	5,243	11,740
	3,709	0	1,777	1,932
	10,715	0	7,638	3,077
	16,073	0	11,183	4,890
	2,978	0	739	2,239
	744	0	194	550
	268	0	65	203
	2,146	0	570	1,576
	7,778	0	2,069	5,709
	6,169	0	5,001	1,168
	11,813	0	12,856	-1,043
	6,217	0	7,662	-1,445
	8,114	0	11,742	-3,628
	13,066	0	15,706	-2,640
	10,937	0	5,453	5,484
	7,142	0	4,483	2,659
	11,610	0	4,589	7,021
	2,524	0	1,647	877
	22,210	0	14,211	7,999
	7,428	0	4,029	3,399
	12,700	0	7,065	5,635
	6,297	0	6,855	-558
	13,054	0	6,416	6,638
	401	0	227	174
	8,227	0	7,232	995
	7,652	0	5,984	1,668
	18,377	0	14,371	4,006
	9,352	0	11,021	-1,669
	32,385	0	39,073	-6,688
	3,700	0	1,387	2,313
	11,402	0	4,754	6,648
	2,851	0	3,480	-629
	10,576	0	8,880	1,696
	6,803	0	5,895	908
	23,327	0	21,104	2,223
	9,747	0	8,775	972
	8,329	0	6,425	1,904
	16,764	0	13,839	2,925
	24,841	0	9,970	14,871
	14,493	0	23,509	-9,016
	4,179	0	8,798	-4,619
	8,458	0	3,044	5,414
	18,083	0	14,228	3,855
	35,585	0	27,868	7,717
	9,121	0	4,614	4,507
	13,828	0	6,324	7,504
	4,641	0	2,349	2,292
	25,232	0	14,343	10,889
	6,345	0	7,759	-1,414
	20,093	0	15,985	4,108
	138	0	134	4
	2,395	0	2,349	46
	2,132	0	2,139	-7
	807	0	634	173
	3,842	0	2,922	920
	1,089	0	1,367	-278
	8,251	0	10,562	-2,311
	964	0	743	221
	85	0	66	19
	1,413	0	1,393	20
	2,036	0	1,978	58
	3,002	0	2,273	729
	587	0	448	139
	460	0	331	129
	75	0	55	20
	319	0	231	88
	213	0	211	2
	489	0	493	-4
	218	0	682	-464
	251	0	795	-544
	146	0	455	-309
	151	0	455	-304
	749	0	391	358
	445	0	639	-194
	140	0	71	69
	100	0	50	50
	110	0	61	49
	110	0	61	49
	217	0	122	95
	222	0	122	100
	361	0	174	187
	355	0	174	181
	788	0	490	298
	431	0	269	162
	662	0	416	246
	153	0	98	55
	1,423	0	971	452
	875	0	965	-90
	62	0	87	-25
	162	0	232	-70
	307	0	465	-158
	223	0	134	89
	526	0	392	134
	232	0	174	58
	640	0	479	161
	815	0	610	205
	208	0	211	-3
	1,006	0	1,022	-16
	69	0	59	10
	382	0	321	61
	69	0	59	10
	208	0	178	30
	35	0	30	5
	69	0	59	10
	21	0		21
	40	0	41	-1
	20	0	20	0
	41	0	41	0
	20	0	20	0
	20	0	20	0
	20	0	20	0
	20	0	20	0
	275	0	271	4
	1,050	0	1,072	-22
	118	0	146	-28
	37	0	42	-5
	90	0	104	-14
	18	0	21	-3
	72	0	83	-11
	101	0	99	2
	25	0	25	0
	25	0	25	0
	25	0	25	0
	76	0	76	0
	25	0	25	0
	25	0	25	0
	25	0	25	0
	25	0	25	0
	25	0	25	0
	76	0	76	0
	25	0	25	0
	25	0	25	0
	25	0	25	0
	76	0	76	0
	25	0	25	0
	26	0	26	0
	26	0	26	0
	26	0	26	0
	26	0	26	0
	26	0	26	0
	26	0	26	0
	27	0	26	1
	27	0	26	1
	27	0	26	1
	26	0	26	0
	26	0	26	0
	52	0	51	1
	25	0	23	2
	25	0	23	2
	25	0	23	2
	74	0	68	6
	50	0	48	2
	25	0	24	1
	25	0	24	1
	25	0	24	1
	327	0	319	8
	227	0	221	6
	125	0	123	2
	1,859	0	1,859	0
	596	0	596	0
	593	0	593	0
	4	0	4	0
	605	0	605	0
	1	0	1	0
	256	0	256	0
	6,000	0	5,989	11
	9,000	0	8,986	14
	9,000	0	8,996	4
	227	13	240	0
	45	0	48	-3
	247	0	232	15
	512	0	463	49
	287	0	232	55
	10,967			10,967

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			20
b			39
c			-1
d			-1
e			0
			15
			116
			1
			14
			25
			9
			2
			2
			79
			193
			129
			74
			14
			94
			181
			408
			447
			56
			339
			496
			4,204
			622
			71
			525
			70
			8
			58
			16
			-5
			9
			4
			-4
			4
			86
			14
			-180
			-66
			-37
			-92
			-152
			-333
			-52
			-43
			-52
			-91
			-12
			-4
			-77
			0
			-37
			-29
			-5
			-1
			15
			22
			-10
			-7
			83
			112
			-21
			1
			-2
			-151
			-25
			-14
			13
			2
			2
			47
			666
			718
			1,140
			669
			-8
			5
			2
			61
			11
			425
			150
			309
			121
			79
			-39
			-45
			-67
			-33
			-320
			-17
			-37
			-64
			-19
			322
			94
			402
			-4
			-5
			3
			202
			20
			162
			95
			8
			166
			163
			197
			68
			67
			53
			6
			67
			64
			32
			23
			13
			70
			30
			42
			47
			242
			285
			315
			202
			329
			233
			76
			-48
			-17
			-3
			6
			55
			280
			118
			26
			68
			15
			237
			1,392
			2,462
			357
			109
			773
			1,895
			483
			141
			839
			1,964
			630
			778
			28
			-162
			17
			-2,145
			-848
			-4,888
			-565
			384
			98
			0
			0
			1
			0
			0
			0
			0
			0
			1
			0
			0
			0
			0
			1
			0
			0
			0
			0
			0
			1
			1
			0
			0
			0
			0
			1
			1
			0
			0
			0
			0
			1
			1
			0
			0
			0
			334
			1
			1
			0
			0
			0
			1
			1
			0
			0
			0
			473
			1
			0
			0
			0
			704
			1
			0
			0
			1
			0
			0
			212
			2
			0
			66
			-5,945
			-3,465
			660
			329
			-4,305
			-3,539
			-278
			1,205
			-489
			-1,621
			-3,637
			-136
			-90
			220
			-1,199
			102
			-556
			-2,913
			-59
			-2,467
			24,044
			13,168
			-231
			-1,241
			-2,222
			-3,640
			3,561
			-50
			-4,127
			-4,353
			4,136
			7,048
			2,168
			11,740
			1,932
			3,077
			4,890
			2,239
			550
			203
			1,576
			5,709
			1,168
			-1,043
			-1,445
			-3,628
			-2,640
			5,484
			2,659
			7,021
			877
			7,999
			3,399
			5,635
			-558
			6,638
			174
			995
			1,668
			4,006
			-1,669
			-6,688
			2,313
			6,648
			-629
			1,696
			908
			2,223
			972
			1,904
			2,925
			14,871
			-9,016
			-4,619
			5,414
			3,855
			7,717
			4,507
			7,504
			2,292
			10,889
			-1,414
			4,108
			4
			46
			-7
			173
			920
			-278
			-2,311
			221
			19
			20
			58
			729
			139
			129
			20
			88
			2
			-4
			-464
			-544
			-309
			-304
			358
			-194
			69
			50
			49
			49
			95
			100
			187
			181
			298
			162
			246
			55
			452
			-90
			-25
			-70
			-158
			89
			134
			58
			161
			205
			-3
			-16
			10
			61
			10
			30
			5
			10
			21
			-1
			0
			0
			0
			0
			0
			0
			4
			-22
			-28
			-5
			-14
			-3
			-11
			2
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			1
			1
			1
			0
			0
			1
			2
			2
			2
			6
			2
			1
			1
			1
			8
			6
			2
			0
			0
			0
			0
			0
			0
			0
			11
			14
			4
			0
			-3
			15
			49
			55
			10,967

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	170,440
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,950
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	2,950
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,950
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	4,468
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	4,468
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,518
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax1,518	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

THE FOUNDATION Telephone no. right arrow

(617) 429-0695

Located at right arrow

75 ARLINGTON STWINCHESTERMA ZIP+4 right arrow

01890

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
BRIAN PEREIRA	TRUSTEE 1.00	0	0	0
75 ARLINGTON STREET WINCHESTER,MA01890	TRUSTEE 1.00	0	0	0
SUNITA PEREIRA	TRUSTEE 1.00	0	0	0
75 ARLINGTON STREET WINCHESTER,MA01890	TRUSTEE 1.00	0	0	0
NATASHA VP SOMMERFELD	DIRECTOR 1.00	0	0	0
174 VALENTINE STREET WEST NEWTON,MA02465	DIRECTOR 1.00	0	0	0
NIKHIL L PEREIRA-KAMATH	DIRECTOR 1.00	0	0	0
212 WEST SPRINGFIELD STREET APT NO 2 BOSTON,MA02118	DIRECTOR 1.00	0	0	0
SHUBHA RAMANI	DIRECTOR 1.00	0	0	0
100 STANLEY ROAD WABAN,MA02468	DIRECTOR 1.00	0	0	0

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...................				0

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,293,547

Average of monthly cash balances.......................

122,473

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

2,416,020

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,416,020

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

36,240

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

2,379,780

Minimum investment return. Enter 5% (0.05) of line 5................

118,989

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.)

Minimum investment return from Part IX, line 6..................

118,989

Tax on investment income for 2024 from Part V, line 5 .......

2,950

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,950

Distributable amount before adjustments. Subtract line 2c from line 1............

116,039

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

116,039

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

116,039

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

224,570

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

224,570

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					116,039
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......	34,387
c From 2021......
d From 2022......
e From 2023......	13,541
f Total of lines 3a through e ........		47,928
4Qualifying distributions for 2024 from Part
XI, line 4: $ 224,570
a Applied to 2023, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					116,039
e Remaining amount distributed out of corpus		108,531
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		156,459
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		156,459
10 Analysis of line 9:
a Excess from 2020....	34,387
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....	13,541
e Excess from 2024....	108,531

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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or 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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
5TH MAINE MUSEUM 45 SEASHORE AVE PEAKS ISLAND,ME04108		PC	EDUCATIONAL AND MAINTENANCE SUPPORT	250
AMERICAN INDIA FOUNDATION 216 EAST 45TH ST 7TH FL NEW YORK,NY10017		PC	LIVELIHOOD, SKILLS TRAINING, HEALTHCARE TO IMPROVE HUMAN CAPITAL	82,000
BUCKINGHAM BROWNE & NICHOLS SCHOOL 80 GERRYS LANDING ROAD CAMBRIDGE,MA02138		PC	PROVIDE SUPPORT FOR EDUCATION OF UNDERPRIVILEGED SCHOOL CHILDREN	2,000
EAST INDIA MARINE ASSOCIATION PEM 161 ESSEX ST SALEM,MA01970		PC	SUPPORT OF MUSEUM ACTIVITIES	10,000
FRIENDS OF TEIA PO BOX 87 PEAKS ISLAND,ME04108		PC	EDUCATIONAL GRANTS AND SCHOLARSHIPS TO CHILDREN OF PEAKS ISLAND FOR HIGHER EDUCATION	250
GALLOP NYC 88-03 70TH ROAD FORREST HILLS,NY11375		PC	HANDICAPPED AND AUTISTIC CHILDREN RIDING LESSONS	1,000
GULF OF MAINE RESEARCH INSTITUTE 350 COMMERCIAL ST PORTLAND,ME04101		PC	PRESERVATION OF GULF OF MAINE HABITAT AND SUSTAINABLE DEVELOPMENT	1,000
NATIONAL KIDNEY FOUNDATION 30 E 33RD ST NEW YORK,NY10016		PC	SUPPORT THE WORK OF NKF IN ADVOCACY, EDUCATION, RESEARCH	5,000
PEABODY ESSEX MUSEUM 161 ESSEX ST SALEM,MA01970		PC	NAMING OF MUSEUM SKYBRIDGE	70,000
PEAKS ISLAND CHILDREN'S WORKSHOP PO BOX 80 PEAKS ISLAND,ME04108		PC	SUPPORTING CHILDREN'S DEVELOPMENT	250
PEAKS ISLAND HEALTH CENTER PO BOX 52 PEAKS ISLAND,ME04108		PC	HEALTHCARE ASSISTANCE	250
PINE STREET INN 444 HARRISON AVE BOSTON,MA02118		PC	HOUSING, FOOD, AND OTHER SUPPORTS FOR HOMELESS POPULATION IN BOSTON	100
PRINCETON UNIVERSITY PO BOX 5357 PRINCETON,NJ085435357		PC	EDUCATION	1,000
ST CHRISTOPHER'S PARISH PO BOX 37 PEAKS ISLAND,ME04108		PC	HEATING AND MAINTAINENCE	250
ST EULALIA'S PARISH 50 RIDGE STREET WINCHESTER,MA01890		PC	PHILANTHROPIC EFFORTS OF THE CATHOLIC CHURCH	100
THE AKSHAY PATRA USA 6800 OWENSMOUTH AVE SUITE 23 CANOGA PARK,CA91303		PC	FREE MIDDAY SCHOOL MEALS FOR UNDERPRIVILEDGED CHILDREN, INDIA	2,500
TRUSTEES OF TUFTS COLLEGE 419 BOSTON AVE MEDFORD,MA02155		PC	ESTABLISHED AN ENDOWED CHAIR IN NEPHROLOGY AT TUFTS UNIVERSITY SCHOOL OF MEDICINE	10,000
WBUR 890 COMMONWEALTH AVE 3RD FL BOSTON,MA02215		PC	SUPPORTING NEWS GATHERING AND DISSEMINATION	250
WGBH PO BOX 55875 BOSTON,MA02205		PC	SUPPORTING NEWS GATHERING AND DISSEMINATION	250
PEAKS ISLAND FUND PO BOX 141 PEAKS ISLAND,ME04108		PC	SUPPORT OF NON PROFITS WORKING FOR PEAKS ISLAND	10,000
TASVEER 363 MERCER ST SEATTLE,WA98109		PC	TO INSPIRE SOCIAL CHANGE THROUGH THOUGHT PROVOKING SOUTH ASIAN FILMS, ART AND STORYTELLING	1,000
THE AMERICAN INDEPENDENT PO BOX 44818 WASHINGTON,DC20026		PC	SUPPORTS INFORMATION AND COMMUNICATION	10,000
THE HUNTINGTON 340 ADAM STREET302 WASHINGTON,DC20002		PC	BOSTON'S LEADING THEATER PROFESSIONAL COMPANY	11,000
WELLAN 80 CRESENT AVE NEWTON,MA02111		PC	INDEPENDENT COEDUCATIONAL MONTESSORI SCHOOL FOR STUDENTS FROM AGES 15 MONTHS TO GRADE 8	5,000
ALS ASSOCIATION 200 FRIBERG PKWY STE 100 WESTBOROUGH,MA01581		PC	SUPPORT ALS RESEARCH	500
ALZHEIMERS ASSOCIATION 309 WAVERLY OAKS RD WALTHAM,MA02452		PC	SUPPORT ALZHEIMERS RESEARCH	500
GIRL SCOUTS OF AMERICA 143 ABBOT ST ANDOVER,MA01810		PC	SUPPORT THE GIRL SCOUNTS OF AMERICA	120
Total ................................. 3a				224,570

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	41,816
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			14	10,967	159,473
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		52,783	159,473

13Total. Add line 12, columns (b), (d), and (e)..................

212,256

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
8	STOCK SALES FROM MERRILL LYNCH

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description