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
TOM AND MEG NAMES FAMILY FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

47-4742634
B Telephone number (see instructions)

(888) 866-3275
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$28,574,399J Accounting method:
MODIFIED CASH
(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) 279,310
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 731,485 712,140  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,337,691
b Gross sales price for all assets on line 6a 14,650,402
7 Capital gain net income (from Part IV, line 2)... 2,337,691
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........ 3,348,486 3,049,831  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 31,440     31,440
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits....... 93,144 0 0 93,144
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
182,847 109,708   73,139
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
71,351 5,757   2,594
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
1,712     1,712
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 380,494 115,465 0 202,029
25 Contributions, gifts, grants paid....... 6,827,807 6,827,807
26 Total expenses and disbursements. Add lines 24 and 25 7,208,301 115,465 0 7,029,836
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,859,815
b Net investment income (if negative, enter -0-) 2,934,366
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............. 16,159 5,187 5,187
2 Savings and temporary cash investments......... 1,307,695 935,840 935,840
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) 1,001,720 Click to see attachment
List of Attached Documents:
// Content
1,030,154 		1,030,154
b Investments—corporate stock (attach schedule)....... 26,430,035 Click to see attachment
List of Attached Documents:
// Content
23,120,255 		23,120,255
c Investments—corporate bonds (attach schedule)....... 98,826 Click to see attachment
List of Attached Documents:
// Content
99,745 		99,745
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,075,325 		Click to see attachment
List of Attached Documents:
// Content
3,383,218 		Click to see attachment
List of Attached Documents:
// Content
3,383,218
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 31,929,760 28,574,399 28,574,399
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........ 31,929,760 28,574,399
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)..... 31,929,760 28,574,399
30 Total liabilities and net assets/fund balances (see instructions). 31,929,760 28,574,399
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
31,929,760
2
Enter amount from Part I, line 27a .....................
2
-3,859,815
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
581,619
4
Add lines 1, 2, and 3 ..........................
4
28,651,564
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
77,165
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
28,574,399
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 1155. AT&T INC   2023-08-07 2024-01-11
b 33. ABBOTT LABORATORIES   2023-08-07 2024-04-03
c 214. ABBOTT LABORATORIES   2023-08-07 2024-05-28
d 45. ABBOTT LABORATORIES   2023-08-07 2024-06-07
e 153. ABBOTT LABORATORIES   2023-08-07 2024-06-28
63. ABBOTT LABORATORIES   2024-01-11 2024-06-28
311. ABBVIE INC SHS   2021-05-18 2024-01-11
14. ABBVIE INC SHS   2021-05-18 2024-04-03
19. ABBVIE INC SHS   2021-05-18 2024-05-28
16. ABBVIE INC SHS   2021-05-18 2024-06-07
36. ABBVIE INC SHS   2021-05-18 2024-12-11
17. ADOBE SYS INC   2021-05-04 2024-04-29
17. ADOBE SYS INC   2021-05-04 2024-06-07
163. ADOBE SYS INC   2021-05-04 2024-06-28
5. ADOBE SYS INC   2021-05-04 2024-09-24
6. ADOBE SYS INC   2021-05-04 2024-12-11
112. AIR PRODUCTS & CHEMICALS INC   2023-08-07 2024-01-11
35. ALPHABET INC SHS CL A   2023-08-07 2024-06-07
22. AMAZON COM INC   2020-03-11 2024-04-29
11. AMAZON COM INC   2020-03-11 2024-06-07
8. AMAZON COM INC   2020-03-11 2024-06-28
49. AMERICAN ELECTRIC POWER   2023-08-07 2024-04-03
98. AMERICAN ELECTRIC POWER   2023-08-07 2024-05-28
47. AMERICAN ELECTRIC POWER   2023-08-07 2024-06-07
103. AMERICAN ELECTRIC POWER   2023-08-07 2024-09-13
248. AMERICAN EXPRESS CO   2016-11-18 2024-01-11
178. AMERICAN EXPRESS CO   2016-10-07 2024-01-11
17. AMERICAN EXPRESS CO   2016-11-18 2024-04-29
15. AMERICAN EXPRESS CO   2016-11-18 2024-05-28
15. AMERICAN EXPRESS CO   2016-11-18 2024-06-07
7. AMERICAN EXPRESS CO   2016-12-27 2024-12-11
5. AMERICAN EXPRESS CO   2016-11-18 2024-12-11
3. AMERICAN TOWER REIT INC (HLDG CO) SHS   2020-03-03 2024-01-11
47. AMERICAN TOWER REIT INC (HLDG CO) SHS   2016-12-06 2024-01-11
63. AMERICAN TOWER REIT INC (HLDG CO) SHS   2020-03-03 2024-04-03
182. AMERICAN TOWER REIT INC (HLDG CO) SHS   2020-03-03 2024-04-29
11. AMGEN INC COM HOLDING 1086.0000   2024-01-11 2024-04-03
10. AMGEN INC COM HOLDING 1086.0000   2024-01-11 2024-06-07
59. AMGEN INC COM HOLDING 1086.0000   2024-01-11 2024-06-28
40. AMGEN INC COM HOLDING 1086.0000   2024-01-11 2024-12-11
33. ELEVANCE HEALTH INC   2023-08-07 2024-01-11
8. ELEVANCE HEALTH INC   2023-08-07 2024-04-03
14. ELEVANCE HEALTH INC   2023-08-07 2024-05-28
4. ELEVANCE HEALTH INC   2023-08-07 2024-06-07
12. ELEVANCE HEALTH INC   2023-08-07 2024-12-11
32. APPLE INC   2016-10-13 2024-04-03
70. APPLE INC   2016-10-13 2024-06-07
166. APPLE INC   2016-10-13 2024-06-28
28. APPLE INC   2016-10-13 2024-12-11
1. AUTOZONE INC NEVADA COM   2024-06-28 2024-12-11
43. BERKSHIRE HATHAWAYINC DEL CL B NEW   2016-10-11 2024-04-29
12. BERKSHIRE HATHAWAYINC DEL CL B NEW   2016-10-11 2024-06-07
69. BERKSHIRE HATHAWAYINC DEL CL B NEW   2016-10-11 2024-06-28
132. BERKSHIRE HATHAWAYINC DEL CL B NEW   2016-12-06 2024-06-28
4. BLACKROCK INC CL A   2023-08-07 2024-04-03
41. BLACKROCK INC CL A   2023-08-07 2024-05-28
7. BLACKROCK INC CL A   2024-01-11 2024-05-28
17. BLACKROCK INC CL A   2024-01-11 2024-06-07
40. BLACKSTONE INC   2024-01-11 2024-04-03
25. BLACKSTONE INC   2024-01-11 2024-06-07
19. BOEING CO   2023-08-07 2024-04-03
320. BOEING CO   2023-08-07 2024-04-29
2. BOOKING HLDGS INC USD0.008   2024-01-11 2024-04-03
3. BOOKING HLDGS INC USD0.008   2024-01-11 2024-05-28
1. BOOKING HLDGS INC USD0.008   2024-01-11 2024-06-07
1. BOOKING HLDGS INC USD0.008   2024-01-11 2024-12-11
100. BOSTON SCIENTIFIC CORPORATION   2023-08-07 2024-04-03
85. BOSTON SCIENTIFIC CORPORATION   2023-08-07 2024-05-28
33. BOSTON SCIENTIFIC CORPORATION   2023-08-07 2024-06-07
215. BOSTON SCIENTIFIC CORPORATION   2023-08-07 2024-06-28
13. BOSTON SCIENTIFIC CORPORATION   2024-01-11 2024-12-11
42. BOSTON SCIENTIFIC CORPORATION   2023-08-07 2024-12-11
716. BRISTOL MYERS SQUIBB CO COM   2020-01-14 2024-01-11
320. BRISTOL MYERS SQUIBB CO COM   2021-06-15 2024-01-11
2. BROADCOM INC   2023-08-07 2024-06-07
5. BROADCOM INC   2023-08-07 2024-06-28
83. CIGNA GROUP/THE HOLDING 8.0000   2023-08-07 2024-01-11
8. CADENCE DESIGN SYSTEMS INCORPORATED   2024-01-11 2024-06-07
63. CADENCE DESIGN SYSTEMS INCORPORATED   2024-01-11 2024-06-28
183. CADENCE DESIGN SYSTEMS INCORPORATED   2024-01-11 2024-09-13
14. CATERPILLAR INC   2023-08-07 2024-04-03
52. CATERPILLAR INC   2023-08-07 2024-05-28
24. CATERPILLAR INC   2023-08-07 2024-06-07
10. CATERPILLAR INC   2023-08-07 2024-06-13
6. CATERPILLAR INC   2023-08-07 2024-09-24
8. CATERPILLAR INC   2023-08-07 2024-12-11
350. CHEVRON CORP   2021-05-18 2024-01-11
900. CHEVRON CORP   2021-01-29 2024-01-11
238. CHEVRON CORP   2016-12-06 2024-01-11
101. CHEVRON CORP   2021-06-01 2024-01-11
20. CHEVRON CORP   2021-06-01 2024-04-03
22. CHEVRON CORP   2021-06-01 2024-06-07
24. CHEVRON CORP   2021-06-01 2024-06-28
37. CHEVRON CORP   2021-06-01 2024-09-24
61. CHEVRON CORP   2021-06-01 2024-12-11
1. CHIPOTLE MEXICAN GRILL   2024-01-11 2024-06-07
61. CHIPOTLE MEXICAN GRILL   2024-01-11 2024-12-11
103. CITIGROUP INC COM NEW   2024-01-11 2024-04-29
165. CITIGROUP INC COM NEW   2024-01-11 2024-05-28
53. CITIGROUP INC COM NEW   2024-01-11 2024-06-07
38. CITIGROUP INC COM NEW   2024-01-11 2024-06-13
404. CITIGROUP INC COM NEW   2024-01-11 2024-09-13
115. CITIGROUP INC COM NEW   2024-01-11 2024-12-11
149. COCA COLA CO   2023-08-07 2024-01-11
237. COCA COLA CO   2023-08-07 2024-04-03
389. COCA COLA CO   2023-08-07 2024-05-28
54. COCA COLA CO   2023-08-07 2024-06-07
485. COCA COLA CO   2023-08-07 2024-06-28
49. COCA COLA CO   2024-09-13 2024-09-24
491. COCA COLA CO   2024-09-13 2024-12-11
113. COMCAST CORP NEW CL A   2023-08-07 2024-04-03
772. COMCAST CORP NEW CL A   2023-08-07 2024-04-29
67. COMCAST CORP NEW CL A   2024-01-11 2024-04-29
13. CONOCOPHILLIPS   2023-08-07 2024-04-29
92. CONOCOPHILLIPS   2023-08-07 2024-06-07
18. CONOCOPHILLIPS   2023-08-07 2024-06-13
27. CONOCOPHILLIPS   2023-08-07 2024-12-11
17. CONSTELLATION ENERGY CORP REG SHS   2024-01-11 2024-04-29
31. CONSTELLATION ENERGY CORP REG SHS   2024-01-11 2024-06-07
15. CONSTELLATION ENERGY CORP REG SHS   2024-01-11 2024-06-13
48. CONSTELLATION ENERGY CORP REG SHS   2024-01-11 2024-06-28
13. CONSTELLATION ENERGY CORP REG SHS   2024-01-11 2024-12-11
14. COSTCO WHOLESALE CRP DEL   2016-10-07 2024-04-29
5. COSTCO WHOLESALE CRP DEL   2016-10-07 2024-06-07
40. COSTCO WHOLESALE CRP DEL   2016-10-07 2024-06-28
11. COSTCO WHOLESALE CRP DEL   2016-10-27 2024-06-28
114. COSTCO WHOLESALE CRP DEL   2016-10-27 2024-09-13
30. COSTCO WHOLESALE CRP DEL   2016-12-06 2024-09-13
6. CROWDSTRIKE HLDGS INC CL A   2024-06-28 2024-09-24
9. CROWDSTRIKE HLDGS INC CL A   2024-06-28 2024-12-11
187. CROWN CASTLE INC SHS   2021-05-18 2024-01-11
186. CROWN CASTLE INC SHS   2021-06-15 2024-01-11
300. DANAHER CORP   2020-03-05 2024-01-11
350. DANAHER CORP   2016-12-06 2024-01-11
38. DANAHER CORP   2016-11-09 2024-01-11
201. DANAHER CORP   2024-06-28 2024-09-13
12. DEERE CO   2021-01-29 2024-04-03
84. DEERE CO   2021-01-29 2024-05-28
54. DEERE CO   2021-01-29 2024-06-07
89. DISNEY (WALT) CO COM STK   2019-09-25 2024-01-11
42. DISNEY (WALT) CO COM STK   2019-09-25 2024-04-03
235. DISNEY (WALT) CO COM STK   2019-09-25 2024-04-29
200. DISNEY (WALT) CO COM STK   2020-01-14 2024-04-29
49. DOMINION ENERGY INC COM   2024-06-28 2024-12-11
34. DUKE ENERGY CORP NEW   2023-08-07 2024-04-03
116. DUKE ENERGY CORP NEW   2023-08-07 2024-05-28
43. DUKE ENERGY CORP NEW   2023-08-07 2024-06-07
24. DUKE ENERGY CORP NEW   2023-08-07 2024-12-11
28. EOG RESOURCES INC   2023-08-07 2024-04-03
51. EOG RESOURCES INC   2023-08-07 2024-05-28
30. EOG RESOURCES INC   2023-08-07 2024-06-07
80. EOG RESOURCES INC   2023-08-07 2024-06-28
49. EOG RESOURCES INC   2024-01-11 2024-06-28
7. EQUINIX INC   2023-08-07 2024-04-03
66. EQUINIX INC   2023-08-07 2024-04-29
4. EQUINIX INC   2024-01-11 2024-04-29
390. EQUITY RESIDENTIAL REIT   2023-08-07 2024-01-11
17. EQUITY RESIDENTIAL REIT   2024-06-28 2024-09-24
45. EQUITY RESIDENTIAL REIT   2024-06-28 2024-12-11
603. EXELON CORP COM   2023-08-07 2024-01-11
60. EXXON MOBIL CORPORATION   2023-08-07 2024-04-29
63. EXXON MOBIL CORPORATION   2023-08-07 2024-06-07
96. EXXON MOBIL CORPORATION   2023-08-07 2024-12-11
14. META PLATFORMS INC CLASS A COMMON STOCK   2016-10-11 2024-06-07
100000. FEDERAL FARM CREDIT BANK   2022-10-12 2024-08-13
13. FISERV INC WISC PV 1CT   2024-01-11 2024-04-29
37. FISERV INC WISC PV 1CT   2024-01-11 2024-05-28
7. FISERV INC WISC PV 1CT   2024-01-11 2024-06-07
47. FISERV INC WISC PV 1CT   2024-01-11 2024-12-11
757. FREEPORT-MCMORAN INC   2023-08-07 2024-01-11
130.75 GE VERNOVA LLC   2024-01-11 2024-04-03
12.25 GE VERNOVA LLC   2024-01-11 2024-04-03
.75 GE VERNOVA LLC   2024-01-11 2024-04-05
49. GE AEROSPACE   2024-01-11 2024-04-03
14. GE AEROSPACE   2024-01-11 2024-04-29
18. GE AEROSPACE   2024-01-11 2024-06-07
34. GE AEROSPACE   2024-01-11 2024-12-11
8. GOLDMAN SACHS GROUP INC   2023-08-07 2024-04-03
4. GOLDMAN SACHS GROUP INC   2023-08-07 2024-06-07
59. HCA HEALTHCARE INC   2023-08-07 2024-01-11
22. HCA HEALTHCARE INC   2024-06-28 2024-12-11
2. HOME DEPOT INC   2021-06-15 2024-04-29
13. HOME DEPOT INC   2021-06-15 2024-06-07
15. HOME DEPOT INC   2021-06-15 2024-06-28
32. HOME DEPOT INC   2021-06-15 2024-09-13
4. HOME DEPOT INC   2022-07-11 2024-12-11
18. HOME DEPOT INC   2021-06-15 2024-12-11
18. HONEYWELL INTERNATIONAL INC   2023-08-07 2024-04-03
71. HONEYWELL INTERNATIONAL INC   2023-08-07 2024-05-28
19. HONEYWELL INTERNATIONAL INC   2023-08-07 2024-06-07
7. HONEYWELL INTERNATIONAL INC   2023-08-07 2024-06-13
225. HONEYWELL INTERNATIONAL INC   2023-08-07 2024-09-13
15. HONEYWELL INTERNATIONAL INC   2024-01-11 2024-09-13
27. HONEYWELL INTERNATIONAL INC   2024-06-28 2024-09-13
35. ILLINOIS TOOL WORKS INC   2024-01-11 2024-04-03
20. ILLINOIS TOOL WORKS INC   2024-01-11 2024-05-28
139. ILLINOIS TOOL WORKS INC   2024-01-11 2024-06-07
8. INTUIT INC   2023-08-07 2024-04-03
22. INTUIT INC   2023-08-07 2024-05-28
6. INTUIT INC   2023-08-07 2024-06-07
5. INTUIT INC   2023-08-07 2024-06-13
61. INTUIT INC   2023-08-07 2024-06-28
17. INTUIT INC   2024-01-11 2024-06-28
15. ISHARES CORE S&P 500 ETF   2024-06-14 2024-10-23
75. ISHARES CORE S&P MID CAP ETF   2020-12-17 2024-10-23
81. ISHARES CORE S&P SMALL CAP ETF   2024-06-14 2024-10-23
55. ISHARES CORE S&P SMALL CAP ETF   2020-12-17 2024-10-23
72. J P MORGAN CHASE & CO COM   2016-10-11 2024-04-29
17. J P MORGAN CHASE & CO COM   2016-10-11 2024-06-07
151. J P MORGAN CHASE & CO COM   2016-10-11 2024-06-28
180. JOHNSON & JOHNSON   2023-08-07 2024-01-11
26. JOHNSON & JOHNSON   2023-08-07 2024-04-03
585. JOHNSON & JOHNSON   2023-08-07 2024-04-29
34. KKR & CO INC CL A   2024-09-13 2024-12-11
18. ELI LILLY CO   2023-08-07 2024-04-29
3. ELI LILLY CO   2023-08-07 2024-06-07
12. LOCKHEED MARTIN CORPORATION   2023-08-07 2024-04-03
22. LOCKHEED MARTIN CORPORATION   2023-08-07 2024-05-28
32. LOCKHEED MARTIN CORPORATION   2023-08-07 2024-06-07
14. LOCKHEED MARTIN CORPORATION   2024-01-11 2024-06-28
41. LOCKHEED MARTIN CORPORATION   2023-08-07 2024-06-28
15. LOCKHEED MARTIN CORPORATION   2024-09-13 2024-12-11
300. LOWES COMPANIES INC   2016-11-18 2024-01-11
200. LOWES COMPANIES INC   2017-12-06 2024-01-11
250. LOWES COMPANIES INC   2016-10-27 2024-01-11
35. LOWES COMPANIES INC   2016-10-07 2024-01-11
34. LOWES COMPANIES INC   2017-12-06 2024-04-03
54. LOWES COMPANIES INC   2017-12-06 2024-05-28
20. LOWES COMPANIES INC   2017-12-06 2024-06-07
42. LOWES COMPANIES INC   2017-12-06 2024-06-28
10. LULULEMON ATHLETICA INC   2024-01-11 2024-04-03
67. LULULEMON ATHLETICA INC   2024-01-11 2024-04-29
7. MARATHON PETROLEUM CORP   2023-08-07 2024-04-29
18. MARATHON PETROLEUM CORP   2023-08-07 2024-06-07
30. MARATHON PETROLEUM CORP   2023-08-07 2024-12-11
79. MARSH & MCLENNAN CO INC   2024-06-28 2024-09-13
18. MARSH & MCLENNAN CO INC   2024-06-28 2024-12-11
22. MARRIOTT INTL INC NEW A HOLDING 45.0000   2024-01-11 2024-04-03
20. MARRIOTT INTL INC NEW A HOLDING 45.0000   2024-01-11 2024-05-28
13. MARRIOTT INTL INC NEW A HOLDING 45.0000   2024-01-11 2024-06-07
53. MARRIOTT INTL INC NEW A HOLDING 45.0000   2024-06-28 2024-09-13
101. MARRIOTT INTL INC NEW A HOLDING 45.0000   2024-01-11 2024-09-13
15000. MASSACHUSETTS ST HSG FIN   2022-08-02 2024-06-03
15000. MASSACHUSETTS ST HSG FIN   2022-08-02 2024-12-02
96. MASTERCARD INC   2023-08-07 2024-01-11
17. MASTERCARD INC   2023-08-07 2024-04-03
16. MASTERCARD INC   2023-08-07 2024-06-07
12. MASTERCARD INC   2023-08-07 2024-06-28
30. MASTERCARD INC   2023-08-07 2024-09-13
11. MASTERCARD INC   2023-08-07 2024-12-11
24. MCDONALDS CORP COM   2023-08-07 2024-04-03
16. MCDONALDS CORP COM   2023-08-07 2024-05-28
9. MCDONALDS CORP COM   2023-08-07 2024-06-07
11. MCDONALDS CORP COM   2023-08-07 2024-09-24
29. MCDONALDS CORP COM   2023-08-07 2024-12-11
6. MCKESSON HBOC INC   2024-01-11 2024-04-29
9. MCKESSON HBOC INC   2024-01-11 2024-12-11
20. MERCK AND CO INC SHS   2023-08-07 2024-04-03
30. MERCK AND CO INC SHS   2023-08-07 2024-06-07
103. MERCK AND CO INC SHS   2023-08-07 2024-06-28
467. MERCK AND CO INC SHS   2023-08-07 2024-12-11
21. MICROSOFT CORPORATION   2016-10-07 2024-06-07
188. MICROSOFT CORPORATION   2016-10-07 2024-06-28
115. MORGAN STANLEY   2023-08-07 2024-04-03
61. MORGAN STANLEY   2023-08-07 2024-05-28
47. MORGAN STANLEY   2023-08-07 2024-06-07
75. MORGAN STANLEY   2023-08-07 2024-06-13
153. MORGAN STANLEY   2023-08-07 2024-06-28
263. MORGAN STANLEY   2024-01-11 2024-06-28
14. MOTOROLA SOLUTIONS INC   2024-09-13 2024-12-11
2. NETFLIX.COM INC COM   2023-08-07 2024-06-07
161. NEXTERA ENERGY INC SHS   2023-08-07 2024-04-03
423. NEXTERA ENERGY INC SHS   2023-08-07 2024-04-29
75. NEXTERA ENERGY INC SHS   2024-01-11 2024-05-28
52. NEXTERA ENERGY INC SHS   2024-01-11 2024-06-07
2021.7335 NIKE INC CL B   2016-02-13 2024-01-24
1267. NIKE INC CL B   2016-02-13 2024-01-24
1771.2665 NIKE INC CL B   2016-02-13 2024-01-24
258. NIKE INC CL B   2016-02-13 2024-02-05
2789. NIKE INC CL B   2016-02-13 2024-03-11
479. NIKE INC CL B   2016-02-13 2024-04-03
244. NIKE INC CL B   2016-02-13 2024-04-29
1058. NIKE INC CL B   2016-02-13 2024-05-28
53. NIKE INC CL B   2016-02-13 2024-06-07
164. NIKE INC CL B   2016-02-13 2024-12-11
9. NORTHROP GRUMMAN CORP   2023-08-07 2024-01-11
11. NORTHROP GRUMMAN CORP   2023-08-07 2024-04-03
33. NORTHROP GRUMMAN CORP   2023-08-07 2024-05-28
58. NORTHROP GRUMMAN CORP   2023-08-07 2024-06-07
10. NVIDIA CORP 00   2023-08-07 2024-06-07
608. NVIDIA CORP 00   2023-08-07 2024-06-28
38. NVIDIA CORP 00   2023-08-07 2024-12-11
1. O'REILLY AUTOMOTIVE INC   2024-01-11 2024-04-29
4. O'REILLY AUTOMOTIVE INC   2024-01-11 2024-06-07
42. ONEOK INC   2024-09-13 2024-12-11
317. ORACLE SYS CORP   2023-08-07 2024-01-11
127. ORACLE SYS CORP   2023-08-07 2024-05-28
63. ORACLE SYS CORP   2023-08-07 2024-06-07
45. ORACLE SYS CORP   2023-08-07 2024-12-11
285. PG&E CORP COM   2024-01-11 2024-04-03
529. PG&E CORP COM   2024-01-11 2024-05-28
226. PG&E CORP COM   2024-01-11 2024-06-07
500. PG&E CORP COM   2024-01-11 2024-06-28
100000. PALM DESERT CALIF RDA   2022-06-27 2024-10-01
6. PALO ALTO NETWORKS INC COM   2023-08-07 2024-04-29
12. PALO ALTO NETWORKS INC COM   2023-08-07 2024-06-07
189. PALO ALTO NETWORKS INC COM   2023-08-07 2024-06-28
5. PALO ALTO NETWORKS INC COM   2023-08-07 2024-09-24
7. PARKER HANNIFIN CORP   2024-09-13 2024-12-11
455. PEPSICO INCORPORATED   2016-12-06 2024-01-11
9. PEPSICO INCORPORATED   2021-07-06 2024-04-03
61. PEPSICO INCORPORATED   2016-12-06 2024-04-03
68. PEPSICO INCORPORATED   2021-07-06 2024-05-28
45. PEPSICO INCORPORATED   2021-07-06 2024-06-07
21. PEPSICO INCORPORATED   2021-07-06 2024-09-24
179. PEPSICO INCORPORATED   2021-07-06 2024-12-11
1123. PFIZER INC   2023-08-07 2024-01-11
37. PHILLIPS 66 SHS   2024-01-11 2024-06-07
37. PHILLIPS 66 SHS   2024-01-11 2024-12-11
30000. PIERCE CO WA SCH DT#400   2023-03-09 2024-12-02
201. PRINCIPAL FINANCIAL GRP   2023-08-07 2024-01-11
44. PROCTER & GAMBLE CO   2021-05-25 2024-04-03
40. PROCTER & GAMBLE CO   2021-05-25 2024-06-07
78. PROCTER & GAMBLE CO   2021-05-25 2024-06-28
39. PROCTER & GAMBLE CO   2021-05-25 2024-12-11
11. PROGRESSIVE CORP OHIO COM   2023-08-07 2024-06-07
16. PROGRESSIVE CORP OHIO COM   2023-08-07 2024-12-11
34. PROLOGIS INC   2023-08-07 2024-04-03
76. PROLOGIS INC   2024-01-11 2024-04-29
355. PROLOGIS INC   2023-08-07 2024-04-29
172. PUBLIC SVC ENTERPRISE GROUP INC   2024-06-28 2024-09-13
190. QUALCOMM INC   2024-06-28 2024-09-13
470. RTX CORP CORP   2023-08-07 2024-01-11
71. RTX CORP CORP   2024-06-28 2024-12-11
63. S&P GLOBAL INC   2020-11-11 2024-01-11
20. S&P GLOBAL INC   2020-11-11 2024-04-03
86. S&P GLOBAL INC   2020-11-11 2024-05-28
62. S&P GLOBAL INC   2020-11-11 2024-06-07
85. S&P DEPOSITARY RECEIPTS SERIES 1   2017-02-16 2024-10-23
31. S&P DEPOSITARY RECEIPTS SERIES 1   2016-11-16 2024-10-23
31. S&P DEPOSITARY RECEIPTS SERIES 1   2017-01-11 2024-10-23
9. S&P DEPOSITARY RECEIPTS SERIES 1   2020-12-17 2024-10-23
18. SPDR S&P MIDCAP 400 ETF TRUST   2017-10-10 2024-10-23
30. SALESFORCE.COM INC COMMON   2020-03-11 2024-06-07
370. SALESFORCE.COM INC COMMON   2020-03-11 2024-06-28
269. SALESFORCE.COM INC COMMON   2021-03-11 2024-06-28
31. SALESFORCE.COM INC COMMON   2021-03-11 2024-09-13
200. SALESFORCE.COM INC COMMON   2022-01-27 2024-09-13
47. SCHLUMBERGER LTD COM   2023-08-07 2024-04-03
228. SCHLUMBERGER LTD COM   2023-08-07 2024-05-28
82. SCHLUMBERGER LTD COM   2023-08-07 2024-06-07
116. SCHLUMBERGER LTD COM   2024-01-11 2024-06-28
88. SCHLUMBERGER LTD COM   2023-08-07 2024-06-28
44. SEMPRA ENERGY   2023-08-07 2024-04-03
118. SEMPRA ENERGY   2023-08-07 2024-05-28
56. SEMPRA ENERGY   2023-08-07 2024-06-07
40. SEMPRA ENERGY   2023-08-07 2024-12-11
3. SERVICENOW INC   2023-08-07 2024-06-07
46. SERVICENOW INC   2023-08-07 2024-06-28
118. SHERWIN WILLIAMS CO   2023-08-07 2024-01-11
51. SOUTHERN COMPANY   2024-01-11 2024-04-03
164. SOUTHERN COMPANY   2024-01-11 2024-05-28
55. SOUTHERN COMPANY   2024-01-11 2024-06-07
32. SOUTHERN COMPANY   2024-01-11 2024-12-11
462. STARBUCKS CORP COM   2016-11-18 2024-01-11
338. STARBUCKS CORP COM   2016-10-11 2024-01-11
185. STARBUCKS CORP COM   2016-12-14 2024-01-11
102. STARBUCKS CORP COM   2016-12-14 2024-04-03
30. STARBUCKS CORP COM   2017-08-11 2024-05-28
113. STARBUCKS CORP COM   2016-12-14 2024-05-28
59. STARBUCKS CORP COM   2017-08-11 2024-06-07
111. STARBUCKS CORP COM   2017-08-11 2024-06-28
6. STRYKER CORP   2023-08-07 2024-04-03
45. STRYKER CORP   2023-08-07 2024-06-07
19. STRYKER CORP   2023-08-07 2024-12-11
6. SYNOPSYS INC   2024-01-11 2024-05-28
4. SYNOPSYS INC   2024-01-11 2024-06-07
30. SYNOPSYS INC   2024-01-11 2024-06-28
94. SYNOPSYS INC   2024-01-11 2024-09-13
37. TJX COMPANIES INCORPORATED NEW   2024-01-11 2024-04-03
71. TJX COMPANIES INCORPORATED NEW   2024-01-11 2024-06-07
24. TJX COMPANIES INCORPORATED NEW   2024-01-11 2024-12-11
33. T-MOBILE US INC SHS   2020-03-05 2024-04-03
127. T-MOBILE US INC SHS   2020-03-05 2024-06-07
106. T-MOBILE US INC SHS   2020-03-05 2024-06-28
325. T-MOBILE US INC SHS   2024-01-11 2024-06-28
8. T-MOBILE US INC SHS   2024-09-13 2024-12-11
58. TESLA INC   2023-08-07 2024-01-11
33. TESLA INC   2023-08-07 2024-04-03
53. TESLA INC   2023-08-07 2024-06-07
695. TESLA INC   2023-08-07 2024-06-28
4. THERMO FISHER SCIENTIFIC INC   2023-08-07 2024-01-11
4. THERMO FISHER SCIENTIFIC INC   2023-08-07 2024-04-03
16. THERMO FISHER SCIENTIFIC INC   2023-08-07 2024-05-28
26. THERMO FISHER SCIENTIFIC INC   2023-08-07 2024-06-07
4. THERMO FISHER SCIENTIFIC INC   2023-08-07 2024-06-13
63. THERMO FISHER SCIENTIFIC INC   2023-08-07 2024-09-13
72. TRACTOR SUPPLY CO   2023-08-07 2024-01-11
59. TRANSDIGM GROUP INC COM   2024-06-28 2024-09-13
127. UBER TECHNOLOGIES INC   2024-01-11 2024-05-28
30. UBER TECHNOLOGIES INC   2024-01-11 2024-06-07
76. UBER TECHNOLOGIES INC   2024-01-11 2024-12-11
37. ULTA BEAUTY INC   2023-08-07 2024-01-11
25. UNION PACIFIC CORP   2023-08-07 2024-01-11
37. UNION PACIFIC CORP   2023-08-07 2024-04-03
56. UNION PACIFIC CORP   2023-08-07 2024-05-28
23. UNION PACIFIC CORP   2023-08-07 2024-06-07
209. UNION PACIFIC CORP   2023-08-07 2024-09-13
42. UNION PACIFIC CORP   2024-06-28 2024-09-13
63. UNITED PARCEL SERVICE CL B   2023-08-07 2024-01-11
102. UNITED PARCEL SERVICE CL B   2023-08-07 2024-04-03
276. UNITED PARCEL SERVICE CL B   2023-08-07 2024-04-29
15. UNITEDHEALTH GROUP INC   2019-06-12 2024-04-03
13. UNITEDHEALTH GROUP INC   2019-06-12 2024-06-07
125. UNITEDHEALTH GROUP INC   2019-06-12 2024-06-28
15000. UNIVERSITY MASS BLDG   2018-09-25 2024-05-01
21. VALERO ENERGY CORP - NEW   2023-08-07 2024-05-28
30. VALERO ENERGY CORP - NEW   2023-08-07 2024-06-07
27. VALERO ENERGY CORP - NEW   2023-08-07 2024-12-11
57. VANGUARD INTERMEDIATE TERM BOND ETF   2024-06-14 2024-10-23
708. VANGUARD INTERMEDIATE TERM BOND ETF   2024-03-05 2024-10-23
696. VANGUARD SHORT TERM BOND   2024-03-05 2024-10-23
51. VANGUARD SHORT TERM BOND   2024-06-14 2024-10-23
42. VANGUARD FTSE ALL WORLD EX US   2024-06-14 2024-10-23
175. VANGUARD FTSE ALL WORLD EX US   2017-03-30 2024-10-23
35. VANGUARD FTSE ALL WORLD EX US   2017-05-08 2024-10-23
150. VANGUARD FTSE ALL WORLD EX US   2017-01-11 2024-10-23
25. VANGUARD FTSE ALL WORLD EX US   2016-11-16 2024-10-23
1000. VERIZON COMMUNICATIONS   2021-05-25 2024-01-11
332. VERIZON COMMUNICATIONS   2020-03-02 2024-01-11
10. VERTEX PHARMACEUTICALS INC 00   2024-01-11 2024-04-03
16. VERTEX PHARMACEUTICALS INC 00   2024-01-11 2024-05-28
4. VERTEX PHARMACEUTICALS INC 00   2024-01-11 2024-06-07
37. VERTEX PHARMACEUTICALS INC 00   2024-01-11 2024-06-28
5. VERTEX PHARMACEUTICALS INC 00   2024-01-11 2024-12-11
139. VISA INC CL A SHRS   2016-11-23 2024-01-11
200. VISA INC CL A SHRS   2016-11-18 2024-01-11
276. VISA INC CL A SHRS   2016-11-14 2024-01-11
162. VISA INC CL A SHRS   2016-10-07 2024-01-11
17. VISA INC CL A SHRS   2016-11-23 2024-04-03
25. VISA INC CL A SHRS   2016-11-23 2024-06-07
19. VISA INC CL A SHRS   2016-11-23 2024-09-13
97. VISA INC CL A SHRS   2016-12-13 2024-09-13
24. VISA INC CL A SHRS   2016-12-13 2024-12-11
71. WALMART INC   2023-08-07 2024-01-11
201. WALMART INC   2023-08-07 2024-04-03
69. WALMART INC   2023-08-07 2024-06-07
50. WASTE MGMT INC DEL   2023-08-07 2024-04-03
72. WASTE MGMT INC DEL   2023-08-07 2024-05-28
32. WASTE MGMT INC DEL   2023-08-07 2024-06-07
29. WASTE MGMT INC DEL   2023-08-07 2024-12-11
68. WELLS FARGO COMPANY   2023-08-07 2024-04-03
112. WELLS FARGO COMPANY   2023-08-07 2024-05-28
125. WELLS FARGO COMPANY   2023-08-07 2024-06-07
268. WELLS FARGO COMPANY   2023-08-07 2024-06-28
158. WELLS FARGO COMPANY   2024-01-11 2024-09-13
678. WELLS FARGO COMPANY   2023-08-07 2024-09-13
70. WELLTOWER INC   2024-01-11 2024-04-03
87. WELLTOWER INC   2024-01-11 2024-05-28
49. WELLTOWER INC   2024-01-11 2024-06-07
53. WELLTOWER INC   2024-01-11 2024-12-11
47. WILLIAMS COMPANIES DEL   2024-09-13 2024-12-11
403. XCEL ENERGY INC COM   2023-08-07 2024-01-11
25. ZOETIS INC   2023-08-07 2024-04-03
153. ZOETIS INC   2023-08-07 2024-04-29
17. ZOETIS INC   2024-01-11 2024-04-29
113. ACCENTURE PLC SHS   2023-08-07 2024-01-11
14. ACCENTURE PLC SHS   2023-08-07 2024-04-03
45. ACCENTURE PLC SHS   2023-08-07 2024-05-28
45. ACCENTURE PLC SHS   2023-08-07 2024-06-07
90. ACCENTURE PLC SHS   2023-08-07 2024-06-28
19. EATON CORP PLC   2021-05-18 2024-04-03
15. EATON CORP PLC   2021-05-18 2024-04-29
5. EATON CORP PLC   2021-05-18 2024-06-07
3. EATON CORP PLC   2021-06-25 2024-12-11
9. EATON CORP PLC   2021-05-18 2024-12-11
31. LINDE PLC NEW   2023-08-07 2024-06-07
34. LINDE PLC NEW   2023-08-07 2024-06-28
114. LINDE PLC NEW   2024-01-11 2024-09-13
123. LINDE PLC NEW   2023-08-07 2024-09-13
3. LINDE PLC NEW   2024-01-11 2024-12-11
19. TRANE TECHNOLOGIES PLC   2024-06-28 2024-12-11
298. CHUBB LTD   2024-06-28 2024-09-13
1. MORGAN STANLEY STMTS   2024-01-01 2024-12-31
1. MORGAN STANLEY STMTS   2023-12-30 2024-12-31
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 19,213   16,135 3,078
b 3,690   3,578 112
c 21,779   23,200 -1,421
d 4,849   4,878 -29
e 15,987   16,587 -600
6,583   7,129 -546
51,106   35,924 15,182
2,478   1,617 861
2,931   2,195 736
2,717   1,848 869
6,305   4,158 2,147
8,034   8,311 -277
7,894   8,311 -417
90,061   79,688 10,373
2,631   2,444 187
3,293   2,933 360
29,540   32,207 -2,667
6,144   4,595 1,549
3,979   2,006 1,973
2,029   1,003 1,026
1,555   730 825
4,131   3,976 155
8,688   7,953 735
4,147   3,814 333
10,721   8,358 2,363
45,294   17,642 27,652
32,510   10,977 21,533
4,063   1,209 2,854
3,543   1,067 2,476
3,489   1,067 2,422
2,118   525 1,593
1,513   356 1,157
622   731 -109
9,745   4,794 4,951
12,064   15,344 -3,280
31,837   44,326 -12,489
3,035   3,316 -281
3,047   3,015 32
18,439   17,788 651
10,946   12,060 -1,114
15,785   15,576 209
4,034   3,776 258
7,247   6,608 639
2,162   1,888 274
4,584   5,664 -1,080
5,449   931 4,518
13,720   2,036 11,684
35,468   4,829 30,639
6,978   814 6,164
3,355   2,983 372
17,225   6,195 11,030
4,969   1,729 3,240
28,224   9,941 18,283
53,993   21,327 32,666
3,269   2,853 416
31,545   29,243 2,302
5,386   5,544 -158
13,091   13,463 -372
5,068   4,752 316
2,935   2,959 -24
3,570   4,516 -946
55,536   76,058 -20,522
7,275   7,025 250
11,375   10,538 837
3,795   3,513 282
5,276   3,513 1,763
6,842   5,084 1,758
6,388   4,321 2,067
2,549   1,678 871
16,622   10,931 5,691
1,179   776 403
3,808   2,135 1,673
35,914   47,382 -11,468
16,051   21,563 -5,512
2,810   1,791 1,019
7,952   4,477 3,475
25,354   24,155 1,199
2,349   2,115 234
19,554   16,659 2,895
49,202   48,390 812
5,214   3,937 1,277
18,025   14,623 3,402
7,916   6,749 1,167
3,262   2,812 450
2,306   1,687 619
3,119   2,250 869
50,979   37,590 13,389
131,088   76,978 54,110
34,666   26,983 7,683
14,711   10,730 3,981
3,210   2,125 1,085
3,441   2,337 1,104
3,785   2,550 1,235
5,463   3,931 1,532
9,550   6,481 3,069
3,169   2,243 926
3,997   2,737 1,260
6,412   5,324 1,088
10,374   8,529 1,845
3,279   2,740 539
2,288   1,964 324
23,312   20,883 2,429
8,298   5,944 2,354
8,909   9,121 -212
14,265   14,508 -243
23,964   23,813 151
3,456   3,306 150
30,969   29,689 1,280
3,491   3,499 -8
31,092   35,060 -3,968
4,700   5,140 -440
29,977   35,114 -5,137
2,602   2,886 -284
1,692   1,482 210
10,275   10,488 -213
2,000   2,052 -52
2,753   3,078 -325
3,203   1,915 1,288
6,134   3,491 2,643
3,296   1,689 1,607
9,659   5,406 4,253
3,070   1,464 1,606
10,160   2,091 8,069
4,220   747 3,473
34,092   5,974 28,118
9,375   1,660 7,715
104,435   17,199 87,236
27,483   4,529 22,954
1,740   2,299 -559
3,276   3,448 -172
20,964   32,955 -11,991
20,852   35,545 -14,693
68,019   40,027 27,992
79,356   23,785 55,571
8,616   2,649 5,967
55,129   50,561 4,568
4,853   3,484 1,369
30,921   24,389 6,532
19,980   15,679 4,301
7,931   11,706 -3,775
5,124   5,524 -400
26,327   30,910 -4,583
22,406   29,037 -6,631
2,646   2,414 232
3,264   3,057 207
11,752   10,428 1,324
4,416   3,866 550
2,628   2,158 470
3,725   3,576 149
6,372   6,513 -141
3,621   3,831 -210
10,061   10,217 -156
6,163   5,646 517
5,552   5,428 124
47,913   51,177 -3,264
2,904   3,214 -310
24,067   25,787 -1,720
1,287   1,169 118
3,280   3,095 185
21,708   24,132 -2,424
7,176   6,417 759
7,136   6,738 398
10,723   10,267 456
6,912   1,810 5,102
100,000   100,000  
2,005   1,762 243
5,471   5,014 457
1,058   949 109
9,604   6,369 3,235
30,942   32,104 -1,162
18,077   13,943 4,134
1,694   1,306 388
95   80 15
7,185   4,999 2,186
2,303   1,428 875
2,915   1,836 1,079
5,806   3,469 2,337
3,310   2,848 462
1,823   1,424 399
16,686   16,039 647
6,960   7,150 -190
673   612 61
4,250   3,980 270
5,161   4,592 569
12,168   9,797 2,371
1,703   1,156 547
7,664   5,511 2,153
3,579   3,410 169
14,178   13,452 726
3,973   3,600 373
1,460   1,326 134
45,917   42,630 3,287
3,061   3,002 59
5,510   5,751 -241
9,231   8,866 365
4,756   5,066 -310
33,401   35,210 -1,809
5,019   4,034 985
13,118   11,093 2,025
3,440   3,025 415
2,977   2,521 456
40,147   30,758 9,389
11,189   10,302 887
8,685   8,147 538
4,668   3,426 1,242
9,260   8,472 788
6,287   5,033 1,254
13,912   4,934 8,978
3,400   1,165 2,235
30,477   10,348 20,129
28,993   31,149 -2,156
4,039   4,499 -460
85,854   101,234 -15,380
5,311   4,177 1,134
13,269   8,176 5,093
2,553   1,363 1,190
5,393   5,389 4
10,074   9,881 193
15,135   14,372 763
6,569   6,336 233
19,238   18,414 824
7,641   8,553 -912
65,608   20,752 44,856
43,738   16,649 27,089
54,673   16,779 37,894
7,654   2,501 5,153
8,221   2,830 5,391
11,601   4,495 7,106
4,336   1,665 2,671
9,298   3,496 5,802
3,761   4,805 -1,044
24,363   32,193 -7,830
1,404   982 422
3,164   2,525 639
4,532   4,208 324
18,137   16,689 1,448
3,856   3,803 53
5,504   5,017 487
4,672   4,561 111
2,992   2,965 27
12,275   13,042 -767
23,391   23,033 358
15,000   15,000  
15,000   15,000  
41,035   38,168 2,867
8,145   6,759 1,386
7,202   6,361 841
5,349   4,771 578
14,806   11,928 2,878
5,883   4,373 1,510
6,643   6,985 -342
4,055   4,657 -602
2,305   2,619 -314
3,303   3,201 102
8,703   8,440 263
3,225   2,907 318
5,189   4,361 828
2,602   2,115 487
3,921   3,172 749
13,284   10,890 2,394
46,797   49,375 -2,578
8,895   1,209 7,686
85,105   10,827 74,278
10,743   10,263 480
6,025   5,444 581
4,571   4,195 376
7,147   6,693 454
14,758   13,654 1,104
25,368   23,707 1,661
6,695   6,185 510
1,282   876 406
10,079   11,094 -1,015
28,499   29,147 -648
5,819   4,551 1,268
3,934   3,156 778
204,901   115,121 89,780
128,410   72,145 56,265
179,517   100,859 78,658
25,749   14,691 11,058
282,970   158,811 124,159
43,479   27,275 16,204
22,939   13,894 9,045
97,386   60,245 37,141
5,132   3,018 2,114
12,902   9,338 3,564
4,224   3,925 299
5,045   4,797 248
15,039   14,390 649
25,659   25,292 367
12,010   4,496 7,514
75,113   27,338 47,775
5,275   1,709 3,566
1,037   942 95
3,904   3,770 134
4,400   3,831 569
32,892   36,642 -3,750
15,781   14,680 1,101
7,891   7,282 609
8,105   5,202 2,903
4,758   5,039 -281
9,670   9,352 318
4,087   3,996 91
8,712   8,835 -123
100,000   99,310 690
1,759   1,293 466
3,619   2,585 1,034
64,376   40,721 23,655
1,718   1,077 641
4,826   4,143 683
75,215   46,016 29,199
1,537   1,333 204
10,415   6,169 4,246
11,756   10,073 1,683
7,688   6,666 1,022
3,587   3,111 476
28,265   26,515 1,750
31,842   40,224 -8,382
5,114   4,827 287
4,639   4,827 -188
30,000   29,951 49
15,672   16,039 -367
6,895   6,056 839
6,700   5,505 1,195
12,940   10,735 2,205
6,709   5,368 1,341
2,348   1,404 944
3,891   2,042 1,849
4,294   4,227 67
7,978   10,046 -2,068
37,264   44,137 -6,873
14,446   12,649 1,797
31,830   37,863 -6,033
40,067   40,193 -126
8,296   7,153 1,143
27,206   21,760 5,446
8,514   6,908 1,606
37,075   29,705 7,370
26,626   21,415 5,211
48,981   19,925 29,056
17,864   6,759 11,105
17,864   7,040 10,824
5,186   3,349 1,837
10,240   5,950 4,290
7,259   4,543 2,716
95,417   56,027 39,390
69,370   58,431 10,939
7,890   6,734 1,156
50,903   42,654 8,249
2,557   2,723 -166
10,613   13,209 -2,596
3,646   4,751 -1,105
5,523   5,641 -118
4,190   5,098 -908
3,138   3,148 -10
8,904   8,443 461
4,235   4,007 228
3,503   2,862 641
2,103   1,662 441
36,063   25,477 10,586
35,023   32,296 2,727
3,615   3,618 -3
12,705   11,634 1,071
4,296   3,902 394
2,665   2,270 395
42,603   25,711 16,892
31,168   18,018 13,150
17,060   10,900 6,160
9,107   6,010 3,097
2,348   1,597 751
8,845   6,658 2,187
4,802   3,141 1,661
8,674   5,909 2,765
2,113   1,720 393
15,716   12,902 2,814
7,188   5,448 1,740
3,545   2,993 552
2,281   1,996 285
18,084   14,967 3,117
46,064   46,896 -832
3,635   3,485 150
7,674   6,687 987
3,057   2,260 797
5,363   2,989 2,374
22,864   11,505 11,359
18,913   9,603 9,310
57,988   52,822 5,166
1,885   1,622 263
13,137   14,515 -1,378
5,553   8,259 -2,706
9,351   13,264 -3,913
136,400   173,931 -37,531
2,167   2,208 -41
2,309   2,208 101
9,150   8,832 318
15,166   14,352 814
2,290   2,208 82
38,474   34,776 3,698
15,859   16,045 -186
80,831   75,636 5,195
8,031   7,948 83
2,084   1,878 206
4,614   4,756 -142
17,637   16,238 1,399
5,891   5,751 140
8,973   8,512 461
12,835   12,883 -48
5,261   5,291 -30
52,016   48,080 3,936
10,453   9,514 939
10,017   11,504 -1,487
15,432   18,626 -3,194
40,983   50,399 -9,416
6,906   3,654 3,252
6,414   3,167 3,247
62,146   30,449 31,697
15,000   15,000  
3,423   2,707 716
4,636   3,867 769
3,590   3,480 110
4,341   4,296 45
53,915   53,271 644
54,115   53,297 818
3,965   3,913 52
2,543   2,465 78
10,597   8,425 2,172
2,119   1,742 377
9,083   6,851 2,232
1,514   1,092 422
38,610   56,675 -18,065
12,819   18,750 -5,931
4,096   4,258 -162
7,152   6,813 339
1,936   1,703 233
17,505   15,756 1,749
2,336   2,129 207
36,571   11,031 25,540
52,621   16,211 36,410
72,616   21,635 50,981
42,623   13,408 29,215
4,710   1,349 3,361
6,978   1,984 4,994
5,458   1,508 3,950
27,865   7,680 20,185
7,543   1,900 5,643
11,402   11,409 -7
11,858   10,766 1,092
4,546   3,696 850
10,543   8,059 2,484
14,823   11,604 3,219
6,416   5,157 1,259
6,215   4,674 1,541
3,898   3,057 841
6,658   5,035 1,623
7,308   5,619 1,689
15,842   12,048 3,794
8,333   7,681 652
35,760   30,479 5,281
6,422   6,345 77
8,840   7,872 968
5,079   4,434 645
6,811   4,778 2,033
2,608   2,114 494
24,704   24,151 553
4,102   4,530 -428
24,442   27,722 -3,280
2,716   3,337 -621
38,962   35,602 3,360
4,674   4,411 263
13,327   14,178 -851
12,982   14,178 -1,196
27,285   28,355 -1,070
6,101   2,768 3,333
4,896   2,185 2,711
1,572   728 844
1,087   440 647
3,261   1,311 1,950
13,465   11,962 1,503
14,990   13,119 1,871
53,449   45,943 7,506
57,668   47,461 10,207
1,327   1,209 118
7,600   6,284 1,316
86,006   76,033 9,973
2,636,603   2,633,030 3,573
3,730,753   3,226,754 503,999
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
      12,936
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       3,078
b       112
c       -1,421
d       -29
e       -600
      -546
      15,182
      861
      736
      869
      2,147
      -277
      -417
      10,373
      187
      360
      -2,667
      1,549
      1,973
      1,026
      825
      155
      735
      333
      2,363
      27,652
      21,533
      2,854
      2,476
      2,422
      1,593
      1,157
      -109
      4,951
      -3,280
      -12,489
      -281
      32
      651
      -1,114
      209
      258
      639
      274
      -1,080
      4,518
      11,684
      30,639
      6,164
      372
      11,030
      3,240
      18,283
      32,666
      416
      2,302
      -158
      -372
      316
      -24
      -946
      -20,522
      250
      837
      282
      1,763
      1,758
      2,067
      871
      5,691
      403
      1,673
      -11,468
      -5,512
      1,019
      3,475
      1,199
      234
      2,895
      812
      1,277
      3,402
      1,167
      450
      619
      869
      13,389
      54,110
      7,683
      3,981
      1,085
      1,104
      1,235
      1,532
      3,069
      926
      1,260
      1,088
      1,845
      539
      324
      2,429
      2,354
      -212
      -243
      151
      150
      1,280
      -8
      -3,968
      -440
      -5,137
      -284
      210
      -213
      -52
      -325
      1,288
      2,643
      1,607
      4,253
      1,606
      8,069
      3,473
      28,118
      7,715
      87,236
      22,954
      -559
      -172
      -11,991
      -14,693
      27,992
      55,571
      5,967
      4,568
      1,369
      6,532
      4,301
      -3,775
      -400
      -4,583
      -6,631
      232
      207
      1,324
      550
      470
      149
      -141
      -210
      -156
      517
      124
      -3,264
      -310
      -1,720
      118
      185
      -2,424
      759
      398
      456
      5,102
       
      243
      457
      109
      3,235
      -1,162
      4,134
      388
      15
      2,186
      875
      1,079
      2,337
      462
      399
      647
      -190
      61
      270
      569
      2,371
      547
      2,153
      169
      726
      373
      134
      3,287
      59
      -241
      365
      -310
      -1,809
      985
      2,025
      415
      456
      9,389
      887
      538
      1,242
      788
      1,254
      8,978
      2,235
      20,129
      -2,156
      -460
      -15,380
      1,134
      5,093
      1,190
      4
      193
      763
      233
      824
      -912
      44,856
      27,089
      37,894
      5,153
      5,391
      7,106
      2,671
      5,802
      -1,044
      -7,830
      422
      639
      324
      1,448
      53
      487
      111
      27
      -767
      358
       
       
      2,867
      1,386
      841
      578
      2,878
      1,510
      -342
      -602
      -314
      102
      263
      318
      828
      487
      749
      2,394
      -2,578
      7,686
      74,278
      480
      581
      376
      454
      1,104
      1,661
      510
      406
      -1,015
      -648
      1,268
      778
      89,780
      56,265
      78,658
      11,058
      124,159
      16,204
      9,045
      37,141
      2,114
      3,564
      299
      248
      649
      367
      7,514
      47,775
      3,566
      95
      134
      569
      -3,750
      1,101
      609
      2,903
      -281
      318
      91
      -123
      690
      466
      1,034
      23,655
      641
      683
      29,199
      204
      4,246
      1,683
      1,022
      476
      1,750
      -8,382
      287
      -188
      49
      -367
      839
      1,195
      2,205
      1,341
      944
      1,849
      67
      -2,068
      -6,873
      1,797
      -6,033
      -126
      1,143
      5,446
      1,606
      7,370
      5,211
      29,056
      11,105
      10,824
      1,837
      4,290
      2,716
      39,390
      10,939
      1,156
      8,249
      -166
      -2,596
      -1,105
      -118
      -908
      -10
      461
      228
      641
      441
      10,586
      2,727
      -3
      1,071
      394
      395
      16,892
      13,150
      6,160
      3,097
      751
      2,187
      1,661
      2,765
      393
      2,814
      1,740
      552
      285
      3,117
      -832
      150
      987
      797
      2,374
      11,359
      9,310
      5,166
      263
      -1,378
      -2,706
      -3,913
      -37,531
      -41
      101
      318
      814
      82
      3,698
      -186
      5,195
      83
      206
      -142
      1,399
      140
      461
      -48
      -30
      3,936
      939
      -1,487
      -3,194
      -9,416
      3,252
      3,247
      31,697
       
      716
      769
      110
      45
      644
      818
      52
      78
      2,172
      377
      2,232
      422
      -18,065
      -5,931
      -162
      339
      233
      1,749
      207
      25,540
      36,410
      50,981
      29,215
      3,361
      4,994
      3,950
      20,185
      5,643
      -7
      1,092
      850
      2,484
      3,219
      1,259
      1,541
      841
      1,623
      1,689
      3,794
      652
      5,281
      77
      968
      645
      2,033
      494
      553
      -428
      -3,280
      -621
      3,360
      263
      -851
      -1,196
      -1,070
      3,333
      2,711
      844
      647
      1,950
      1,503
      1,871
      7,506
      10,207
      118
      1,316
      9,973
      3,573
      503,999
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,337,691
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 40,788
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 40,788
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 40,788
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 67,050
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 67,050
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 26,262
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow26,262 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 arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ 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
MONICA L NAMES-KING SECRETARY-TREASURER
20 		15,720 46,572  
1019 REGENTS BLVD STE 201
FIRCREST,WA98466
ERIN SHAGREN PRESIDENT
27 		15,720 46,572  
1019 REGENTS BLVD STE 201
FIRCREST,WA98466
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
MORGAN STANLEY SMITH BARNEY LLC INVESTMENT ADVISORY 87,073
1 NEW YORK PLAZA 12 F
NEW YORK,NY10004
BANK OF AMERICA NA INVESTMENT ADVISORY 100,774
PO BOX 1532 AFT
PENNINGTON,NJ08534
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
28,455,647
b
Average of monthly cash balances.......................
1b
409,333
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
28,864,980
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
28,864,980
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
432,975
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,432,005
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,421,600
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
1,421,600
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
40,788
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
40,788
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,380,812
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,380,812
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
1,380,812
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
7,029,836
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
7,029,836
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 1,380,812
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 616,486
d From 2022...... 2,127,357
e From 2023...... 3,481,701
f Total of lines 3a through e ........ 6,225,544
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 7,029,836
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..... 1,380,812
e Remaining amount distributed out of corpus 5,649,024
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 11,874,568
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 ...... 		11,874,568
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 616,486
c Excess from 2022.... 2,127,357
d Excess from 2023.... 3,481,701
e Excess from 2024.... 5,649,024
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ERIN SHAGREN
1019 REGENTS BLVD STE 201
FIRCREST,WA98466
(253) 566-7000
bThe form in which applications should be submitted and information and materials they should include:
STANDARD GRANT APPLICATION INCLUDING NATURE OF ORGANIZATION, CHARITABLE FUNCTIONS, CURRENT FINANICAAL STMTS, OFFICERS COPY OF IRS EXEMPT STATUS
cAny submission deadlines:
AUGUST 31
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS TO ASSIST INF FUNDING OF SPORTS, FITNESS, AND HEALTH RELATED ACTIVITIES OR CAPITAL PROJECTS
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

NORTHWEST FURNITURE BANK

117 PUYALLUP AVENUE
TACOMA,WA98421 		N/A PC UNRESTRICTED GENERAL 40,000

GIRLS INC OF THE PACIFIC NW

4800 S MACADAM AVE STE 309
PORTLAND,OR97239 		N/A PC UNRESTRICTED GENERAL 10,000

BRAVE WARRIOR PROJECT

PO BOX 3221
WENATCHEE,WA98807 		N/A PC UNRESTRICTED GENERAL 125,000

PUSH FOR DREAMS

PO BOX 1663
TACOMA,WA98401 		N/A PC UNRESTRICTED GENERAL 25,000

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		N/A PC UNRESTRICTED GENERAL 2,800,000

MOMCO BY MOPS INTERNATIONAL

2370 S TRENTON WAY
DENVER,CO80231 		N/A PC UNRESTRICTED GENERAL 100,000

ONLY7SECONDS

103 BIGHORN WAY
CHELAN,WA98816 		N/A PC UNRESTRICTED GENERAL 50,000

TACOMA ATHLETIC COMMISSION

PO BOX 11304
TACOMA,WA98411 		N/A PC SALUTE TO SPORTS 25,000

BOYS & GIRLS CLUBS OF SNOHOMISH COUNTY

8223 BROADWAY
EVERETT,WA98203 		N/A PC UNRESTRICTED GENERAL 50,000

UNIVERSITY OF PUGET SOUND

1500 N WARNER STREET 1067
TACOMA,WA98416 		N/A PC UNRESTRICTED GENERAL 1,428,571

TACOMA YOUTH FOR CHRIST

PO BOX 834
TACOMA,WA98401 		N/A PC UNRESTRICTED GENERAL 15,000

UNITED WAY OF PIERCE COUNTY

1501 PACIFIC AVENUE
TACOMA,WA98402 		N/A PC UNRESTRICTED GENERAL 50,000

BOYS & GIRLS CLUB OF S PUGET SOUND

3875 S 66TH STREET
TACOMA,WA98409 		N/A PC UNRESTRICTED GENERAL 46,736

NATIONAL FOOTBALL FDN PIERCE CNTY

8912 64TH STREET CT W
UNIVERSITY PLACE,WA98467 		N/A PC UNRESTRICTED GENERAL 2,500

FOSS WATERWAY SEAPORT

705 DOCK STREET
TACOMA,WA98402 		N/A PC UNRESTRICTED GENERAL 10,000

UNIVERSITY OF WASHINGTON ATHLETICS

PO BOX 359505
SEATTLE,WA98195 		N/A PC UNRESTRICTED GENERAL 400,000

UNIVERSITY OF PORTLAND ATHLETICS

5000 N WILLIAMETTE BLVD
PORTLAND,OR97203 		N/A PC UNRESTRICTED GENERAL 200,000

OREGON STATE UNIVERSITY

4238 SW RESEARCH WAY
CORVALLIS,OR97333 		N/A PC UNRESTRICTED GENERAL 100,000

MARY BRIDGE CHILDREN'S FDN

PO BOX 5296
TACOMA,WA98415 		N/A PC FESTIVAL OF TREES 575,000

GREENTRIKE FUND

1501 PACIFIC AVENUE STE 202
TACOMA,WA98402 		N/A PC GALA FUND A NEED 160,000

ASHLEY HOUSE

33811 9TH AVE S
FEDERAL WAY,WA98003 		N/A PC UNRESTRICTED GENERAL 15,000

WESTMONT COLLEGE

955 LA PAZ ROAD
SANTA BARBARA,CA93108 		N/A PC UNRESTRICTED GENERAL 600,000
Total .................................right arrow 3a 6,827,807
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 ....     14 731,485  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,337,691  
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) ..   3,069,176  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,069,176
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


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

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
TOM AND MEG NAMES FAMILY FDN
 
Employer identification number

47-4742634
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
TOM AND MEG NAMES FAMILY FDN
  		Employer identification number
47-4742634
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
LOIS CAVANAUGH CRUT
UNITED CAPITAL FINANCIAL
401 UNION STREET STE 3700
SEATTLE, WA98101

$ 273,685


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
LOIS CAVANAUGH CRUT
UNITED CAPITAL FINANCIAL
401 UNION STREET STE 3700
SEATTLE, WA98101

$ 5,625


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
TOM AND MEG NAMES FAMILY FDN
  		Employer identification number

47-4742634
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SECURITIES $ 273,685 2024-10-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
TOM AND MEG NAMES FAMILY FDN
  		Employer identification number

47-4742634
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsCorpBondsSchedule
Name:
TOM AND MEG NAMES FAMILY FDN
EIN:
47-4742634
Name of Bond End of Year Book Value End of Year Fair Market Value
13607XG43 CANADIAN IMPERIAL BA 99,745 99,745

TY 2024 InvestmentsCorpStockSchedule
Name:
TOM AND MEG NAMES FAMILY FDN
EIN:
47-4742634
Name of Stock End of Year Book Value End of Year Fair Market Value
00206R102 AT&T INC    
002824100 ABBOTT LABORATORIES    
00287Y109 ABBVIE INC 99,515 99,515
00724F101 ADOBE SYS INC COM 40,911 40,911
009158106 AIR PRODUCTS & CHEMI    
02079K305 ALPHABET INC SHS 690,945 690,945
023135106 AMAZON COM INC 643,251 643,251
025537101 AMERICAN ELECTRIC PO    
025816109 AMERICAN EXPRESS CO 138,898 138,898
03027X100 AMERICAN TOWER REIT    
036752103 ANTHEM INC 17,707 17,707
037833100 APPLE INC 1,218,544 1,218,544
084670702 BERKSHIRE HATHAWAYIN 325,455 325,455
09247X101 BLACKROCK INC    
097023105 BOEING CO/THE    
101137107 BOSTON SCIENTIFIC CO 56,629 56,629
110122108 BRISTOL-MYERS SQUIBB    
11135F101 BROADCOM INC 484,777 484,777
125523100 CIGNA CORP    
149123101 CATERPILLAR INC 52,237 52,237
166764100 CHEVRONTEXACO CORP 64,888 64,888
191216100 COCA-COLA CO/THE    
20030N101 COMCAST CORP    
20825C104 CONOCOPHILLIPS 30,049 30,049
22160K105 COSTCO WHSL CORP NEW 384,833 384,833
22822V101 CROWN CASTLE INTERNA    
235851102 DANAHER CORP    
244199105 DEERE & CO    
254687106 WALT DISNEY CO/THE    
26441C204 DUKE ENERGY CORP 6,895 6,895
26875P101 EOG RESOURCES INC    
29444U700 EQUINIX INC    
29476L107 EQUITY RESIDENTIAL 48,366 48,366
30161N101 EXELON CORP    
30231G102 EXXON MOBIL CORP 114,777 114,777
30303M102 FACEBOOK INC 405,758 405,758
35671D857 FREEPORT-MCMORAN INC    
38141G104 GOLDMAN SACHS GROUP 147,163 147,163
40412C101 HCA HEALTHCARE INC 39,920 39,920
437076102 HOME DEPOT INC/THE 115,530 115,530
438516106 HONEYWELL INTERNATIO    
461202103 INTUIT INC    
46625H100 J P MORGAN CHASE & C 355,730 355,730
478160104 JOHNSON & JOHNSON    
532457108 ELI LILLY & CO 294,904 294,904
539830109 LOCKHEED MARTIN CORP 80,180 80,180
548661107 LOWES COMPANIES INC    
56585A102 MARATHON PETROLEUM C 19,391 19,391
57636Q104 MASTERCARD INC 117,425 117,425
580135101 MC DONALDS CORPORATI 54,209 54,209
58933Y105 MERCK AND CO INC SHS 41,782 41,782
594918104 MICROSOFT CORP COM 1,012,865 1,012,865
617446448 MORGAN STANLEY    
64110L106 NETFLIX COM INC 167,568 167,568
65339F101 NEXTERA ENERGY INC 38,856 38,856
654106103 NIKE INC CL B 10,821 10,821
666807102 NORTHROP GRUMMAN COR    
67066G104 NVIDIA CORP 1,179,603 1,179,603
68389X105 ORACLE CORP 38,827 38,827
697435105 PALO ALTO NETWORKS I 58,955 58,955
713448108 PEPSICO INC 27,067 27,067
717081103 PFIZER INC    
74251V102 PRINCIPAL FINANCIAL    
742718109 PROCTER & GAMBLE CO/ 138,144 138,144
743315103 PROGRESSIVE CORP/THE 126,035 126,035
74340W103 PROLOGIS INC    
75513E101 RAYTHEON TECHNOLOGIE 140,368 140,368
78409V104 S&P GLOBAL INC    
79466L302 SALESFORCE COM INC    
806857108 SCHLUMBERGER LTD    
816851109 SEMPRA ENERGY 7,018 7,018
81762P102 SERVICENOW INC 104,952 104,952
824348106 SHERWIN-WILLIAMS CO/    
855244109 STARBUCKS CORP    
863667101 STRYKER CORP 33,485 33,485
872590104 T-MOBILE US INC SHS 47,236 47,236
88160R101 TESLA MTRS INC    
883556102 THERMO FISHER SCIENT    
892356106 TRACTOR SUPPLY CO    
90384S303 ULTA SALON COSMETICS    
907818108 UNION PACIFIC CORP    
911312106 UNITED PARCEL SERVIC    
91324P102 UNITEDHEALTH GROUP I 186,156 186,156
91913Y100 VALERO ENERGY CORP 12,995 12,995
92343V104 VERIZON COMMUNICATIO    
92826C839 VISA INC 119,779 119,779
931142103 WAL MART STORES INC 245,571 245,571
94106L109 WASTE MANAGEMENT INC 65,985 65,985
949746101 WELLS FARGO & CO NEW    
98389B100 XCEL ENERGY INC    
98978V103 ZOETIS INC    
G1151C101 ACCENTURE PLC SHS    
G29183103 EATON CORP PLC 96,242 96,242
G54950103 LINDE PLC NEW 134,393 134,393
MORGAN STANLEY ACCT SECURITIES 11,122,436 11,122,436
031162100 AMGEN INC 80,277 80,277
032095101 AMPHENOL CORP 39,031 39,031
040413205 ARISTA NETWORKS INC 47,749 47,749
053332102 AUTOZONE INC 51,232 51,232
09260D107 BLACKSTONE GROUP INC 94,486 94,486
09857L108 BOOKING HLDGS INC 59,621 59,621
169656105 CHIPOTLE MEXICAN GRI 58,129 58,129
172967424 CITIGROUP INC 34,280 34,280
21037T109 CONSTELLATION ENERGY 26,621 26,621
22788C105 CROWDSTRIKE HLDGS IN 67,063 67,063
25746U109 DOMINION ENERGY INC 11,203 11,203
278865100 ECOLAB INC 89,979 89,979
337738108 FISERV INC COM 71,897 71,897
369604301 GENERAL ELEC CO REG 138,436 138,436
46120E602 INTUITIVE SURGICAL I 59,503 59,503
46284V101 IRON MOUNTAIN INC 74,103 74,103
48251W104 KKR & CO INC 69,074 69,074
571748102 MARSH & MCLENNAN COS 55,651 55,651
58155Q103 MCKESSON CORP 103,724 103,724
620076307 MOTOROLA SOLUTIONS I 40,676 40,676
67103H107 O'REILLY AUTOMOTIVE 39,131 39,131
682680103 ONEOK INC 26,907 26,907
701094104 PARKER-HANNIFIN CORP 94,768 94,768
718546104 PHILLIPS 66 19,140 19,140
842587107 SOUTHERN CO/THE 6,915 6,915
872540109 TJX COS INC/THE 121,052 121,052
90353T100 UBER TECHNOLOGIES IN 71,057 71,057
92532F100 VERTEX PHARMACEUTICA 43,492 43,492
95040Q104 WELLTOWER INC 110,024 110,024
969457100 WILLIAMS COS INC/THE 31,444 31,444
G8994E103 TRANE TECHNOLOGIES P 77,564 77,564

TY 2024 InvestmentsGovtObligationsSch
Name:
TOM AND MEG NAMES FAMILY FDN
EIN:
47-4742634
US Government Securities - End of Year Book Value:

1,030,154
US Government Securities - End of Year Fair Market Value:

1,030,154
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 OtherAssetsSchedule
Name:
TOM AND MEG NAMES FAMILY FDN
EIN:
47-4742634
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
04020E404 ARES STRATEGIC 357,339 364,610 364,610
71F329990 BLACKSTONE REAL ESTA 346,288 336,417 336,417
71LZ89996 HAMILTON LANE 359,365 411,619 411,619
MORGAN STANLEY ACCTS ALTERNATI 2,012,333 2,270,572 2,270,572


TY 2024 OtherDecreasesSchedule
Name:
TOM AND MEG NAMES FAMILY FDN
EIN:
47-4742634
Description Amount
CONTRIBUTION EXCESS FMV/BASIS 70,232
TIMING DIFFERENCE 6,933


TY 2024 OtherExpensesSchedule
Name:
TOM AND MEG NAMES FAMILY FDN
EIN:
47-4742634
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 25 0   25
OTHER CHARITABLE EXPENSES 1,687 0   1,687


TY 2024 OtherIncreasesSchedule
Name:
TOM AND MEG NAMES FAMILY FDN
EIN:
47-4742634
Description Amount
UNREALIZED GAINS/LOSSES 581,619


TY 2024 OtherProfessionalFeesSchedule
Name:
TOM AND MEG NAMES FAMILY FDN
EIN:
47-4742634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 182,847 109,708   73,139


TY 2024 SubstantialContributorsSch
Name:
TOM AND MEG NAMES FAMILY FDN
EIN:
47-4742634
Name Address
LOIS CAVANAUGH CRUT UNITED CAPITAL FINANCIAL
401 UNION STREET STE 3700
SEATTLE,WA98101
LOIS CAVANAUGH CRUT UNITED CAPITAL FINANCIAL
401 UNION STREET STE 3700
SEATTLE,WA98101


TY 2024 TaxesSchedule
Name:
TOM AND MEG NAMES FAMILY FDN
EIN:
47-4742634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,757 5,757   0
EXCISE TAX ESTIMATES 63,000 0   0
PAYROLL TAXES 2,594 0   2,594