TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
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Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
MARCIA HYDE CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534

A Employer identification number

22-6979693

B Telephone number (see instructions)

(212) 852-3049

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$1,267,282J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	42,672		42,362
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		51,608
b	Gross sales price for all assets on line 6a 278,941
7	Capital gain net income (from Part IV, line 2)...			51,608
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).......	List of Attached Documents: // Content	88
12	Total. Add lines 1 through 11........	94,368		93,970
13	Compensation of officers, directors, trustees, etc.	17,997		7,199		10,798
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	744	744		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	47	47
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	18,788		7,990	0	10,798
25	Contributions, gifts, grants paid.......	46,578				46,578
26	Total expenses and disbursements. Add lines 24 and 25	65,366		7,990	0	57,376
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	29,002
b	Net investment income (if negative, enter -0-)			85,980
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1,643	3,627	3,627
	2	Savings and temporary cash investments.........	14,725	16,272	16,272
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	365,055	List of Attached Documents: // Content 356,715	362,841
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	817,144	List of Attached Documents: // Content 850,671	884,542
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,198,567	1,227,285	1,267,282
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,198,567	1,227,285
	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).....	1,198,567	1,227,285
	30	Total liabilities and net assets/fund balances (see instructions).	1,198,567	1,227,285

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

1,198,567

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

29,002

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

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

1,227,569

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

284

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

1,227,285

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	8. AMGEN INC		2023-03-29	2024-01-11
b	20. BRITISH AMERICAN TOBACCO PLC		2020-08-25	2024-01-11
c	3. BRITISH AMERICAN TOBACCO PLC		2021-06-29	2024-01-11
d	25. BRITISH AMERICAN TOBACCO PLC		2020-11-30	2024-01-11
e	1. CROWN CASTLE INTERNATIONAL CORP		2021-11-11	2024-01-11
	1. CROWN CASTLE INTERNATIONAL CORP		2021-10-05	2024-01-11
	11. CROWN CASTLE INTERNATIONAL CORP		2021-10-04	2024-01-11
	36. TOTAL FINA ELF S.A. ADR		2021-12-15	2024-01-11
	7. CROWN CASTLE INTERNATIONAL CORP		2022-02-18	2024-01-18
	9. CROWN CASTLE INTERNATIONAL CORP		2021-11-11	2024-01-18
	22. MEDTRONIC PLC SHS		2022-11-23	2024-01-18
	2. MEDTRONIC PLC SHS		2022-11-02	2024-01-18
	15. MEDTRONIC PLC SHS		2022-11-03	2024-01-18
	15. FIDELITY MSCI UTILITIES INDEX ETF		2022-05-18	2024-02-13
	58. FIDELITY MSCI UTILITIES INDEX ETF		2022-07-13	2024-02-13
	1. INVESCO KBW BANK ETF		2023-04-11	2024-02-13
	3. ISHARES NASDAQ BIOTECHNOLOGY ETF		2019-03-20	2024-02-13
	1. ISHARES NASDAQ BIOTECHNOLOGY ETF		2019-10-24	2024-02-13
	2. ISHARES NASDAQ BIOTECHNOLOGY ETF		2019-07-16	2024-02-13
	14. ISHARES TR		2023-07-19	2024-02-13
	4. PACER BENCHMARK DATA AND		2021-10-26	2024-02-13
	15. PACER BENCHMARK DATA AND		2021-07-12	2024-02-13
	3. MATERIALS SELECT SECTOR SPDR FUND		2021-07-12	2024-02-13
	6. HEALTH CARE SELECT SECTOR SPDR FUND		2020-04-14	2024-02-13
	23. HEALTH CARE SELECT SECTOR SPDR FUND		2020-05-12	2024-02-13
	15. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2019-07-16	2024-02-13
	13. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2020-11-30	2024-02-13
	5. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2020-04-14	2024-02-13
	10. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2019-10-24	2024-02-13
	21. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2019-08-14	2024-02-13
	36. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2019-04-23	2024-02-13
	38. ENERGY SELECT SECTOR SPDR FUND		2021-03-09	2024-02-13
	13. COMM SERVICES SELECT		2020-05-12	2024-02-13
	3. VANECK VECTORS SEMICONDUCTOR ETF		2022-04-13	2024-02-13
	1. VANGUARD INFORMATION TECHNOLOGY ETF		2019-09-12	2024-02-13
	20. ABBVIE INC		2019-07-02	2024-03-08
	19. MEDTRONIC PLC SHS		2022-12-05	2024-03-08
	12. MEDTRONIC PLC SHS		2023-09-01	2024-03-08
	4. MEDTRONIC PLC SHS		2022-11-25	2024-03-08
	1. MEDTRONIC PLC SHS		2023-12-05	2024-03-08
	2. MEDTRONIC PLC SHS		2023-11-03	2024-03-08
	3. MEDTRONIC PLC SHS		2022-11-23	2024-03-08
	6. ABBVIE INC		2020-04-21	2024-03-26
	4. ABBVIE INC		2019-07-02	2024-03-26
	9. TOTAL FINA ELF S.A. ADR		2022-01-19	2024-03-26
	7. TOTAL FINA ELF S.A. ADR		2021-12-15	2024-03-26
	5. UNILEVER PLC AMER SHS ADR NEW		2022-04-28	2024-03-26
	19. UNILEVER PLC AMER SHS ADR NEW		2022-06-15	2024-03-26
	6. TOTAL FINA ELF S.A. ADR		2022-01-19	2024-03-27
	10. UNILEVER PLC AMER SHS ADR NEW		2022-06-15	2024-03-27
	9. PAYCHEX INC		2023-07-10	2024-04-18
	2. PAYCHEX INC		2023-07-11	2024-04-18
	3. PAYCHEX INC		2023-07-13	2024-04-18
	23. TOTAL FINA ELF S.A. ADR		2022-01-19	2024-04-18
	28. UNILEVER PLC AMER SHS ADR NEW		2023-04-04	2024-04-18
	12. UNILEVER PLC AMER SHS ADR NEW		2022-06-15	2024-04-18
	1. UNILEVER PLC AMER SHS ADR NEW		2022-10-31	2024-04-18
	7. UNILEVER PLC AMER SHS ADR NEW		2023-08-01	2024-04-18
	7. UNILEVER PLC AMER SHS ADR NEW		2023-11-03	2024-04-18
	1. UNILEVER PLC AMER SHS ADR NEW		2023-12-05	2024-04-18
	45. WILLIAMS COS INC/THE		2021-05-12	2024-04-18
	4. TOTAL FINA ELF S.A. ADR		2022-01-19	2024-04-19
	2. CROWN CASTLE INTERNATIONAL CORP		2022-11-02	2024-04-29
	8. CROWN CASTLE INTERNATIONAL CORP		2022-11-03	2024-04-29
	5. CROWN CASTLE INTERNATIONAL CORP		2022-02-18	2024-04-29
	1. CROWN CASTLE INTERNATIONAL CORP		2022-10-31	2024-04-29
	10. KIMBERLY-CLARK CORP		2020-11-17	2024-04-29
	1. PAYCHEX INC		2023-11-03	2024-04-29
	15. PAYCHEX INC		2023-07-13	2024-04-29
	2. TOTAL FINA ELF S.A. ADR		2022-01-19	2024-04-29
	8. TOTAL FINA ELF S.A. ADR		2022-02-09	2024-04-29
	5. TOTAL FINA ELF S.A. ADR		2022-02-10	2024-04-29
	27. WILLIAMS COS INC/THE		2021-05-12	2024-04-29
	9. CROWN CASTLE INTERNATIONAL CORP		2022-12-05	2024-05-07
	1. CROWN CASTLE INTERNATIONAL CORP		2022-11-03	2024-05-07
	2. CROWN CASTLE INTERNATIONAL CORP		2023-12-05	2024-05-07
	5. CROWN CASTLE INTERNATIONAL CORP		2023-11-01	2024-05-07
	11. KIMBERLY-CLARK CORP		2021-08-20	2024-05-07
	4. KIMBERLY-CLARK CORP		2020-11-17	2024-05-07
	12. FIDELITY MSCI UTILITIES INDEX ETF		2022-07-13	2024-05-29
	4. FIRST TRUST CLOUD COMPUTING ETF		2022-02-09	2024-05-29
	16. GLOBAL X FUNDS SHS US		2021-07-12	2024-05-29
	9. GLOBAL X FUNDS SHS US		2021-10-26	2024-05-29
	14. INVESCO KBW BANK ETF		2023-04-11	2024-05-29
	3. ISHARES NASDAQ BIOTECHNOLOGY ETF		2019-10-24	2024-05-29
	8. ISHARES US AEROSPACE & DEFENSE ETF		2023-01-19	2024-05-29
	8. MATERIALS SELECT SECTOR SPDR FUND		2021-07-12	2024-05-29
	19. HEALTH CARE SELECT SECTOR SPDR FUND		2020-05-12	2024-05-29
	7. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2022-05-12	2024-05-29
	1. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2020-11-30	2024-05-29
	3. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2022-02-09	2024-05-29
	6. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2022-04-04	2024-05-29
	6. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2021-07-12	2024-05-29
	3. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2019-04-23	2024-05-29
	7. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2019-10-24	2024-05-29
	32. ENERGY SELECT SECTOR SPDR FUND		2021-03-09	2024-05-29
	21. INDUSTRIAL SELECT SECTOR SPDR FUND		2020-03-31	2024-05-29
	49. COMM SERVICES SELECT		2020-05-12	2024-05-29
	5. VANECK VECTORS SEMICONDUCTOR ETF		2022-04-13	2024-05-29
	8. VANECK VECTORS SEMICONDUCTOR ETF		2022-07-13	2024-05-29
	7. VANECK VECTORS SEMICONDUCTOR ETF		2022-09-27	2024-05-29
	53. VANGUARD FINANCIALS ETF		2020-03-31	2024-05-29
	4. VANGUARD INFORMATION TECHNOLOGY ETF		2019-10-24	2024-05-29
	19. VANGUARD INFORMATION TECHNOLOGY ETF		2019-09-12	2024-05-29
	101. AT&T INC		2022-02-18	2024-06-10
	5. AMGEN INC		2023-04-04	2024-06-10
	1. AMGEN INC		2023-03-29	2024-06-10
	7. DOMINION ENERGY INC		2018-10-01	2024-06-10
	21. DOMINION ENERGY INC		2017-05-19	2024-06-10
	6. DOMINION ENERGY INC		2019-01-29	2024-06-10
	3. DOMINION ENERGY INC		2017-11-01	2024-06-10
	2. KIMBERLY-CLARK CORP		2021-08-20	2024-06-10
	10. KIMBERLY-CLARK CORP		2021-11-11	2024-06-10
	25. SOUTHERN CO/THE		2020-04-27	2024-06-10
	708.22 NATIONAL GRID PLC		2024-07-03	2024-07-03
	16. DOMINION ENERGY INC		2019-01-29	2024-07-24
	1. DOMINION ENERGY INC		2019-04-26	2024-07-24
	9. DOMINION ENERGY INC		2020-04-21	2024-07-24
	18. DOMINION ENERGY INC		2021-08-11	2024-07-24
	10. KIMBERLY-CLARK CORP		2022-04-28	2024-07-24
	3. KIMBERLY-CLARK CORP		2021-11-11	2024-07-24
	6. PHILIP MORRIS INTERNATIONAL INC		2016-11-16	2024-07-24
	3. PHILIP MORRIS INTERNATIONAL INC		2017-11-01	2024-07-24
	7. PHILIP MORRIS INTERNATIONAL INC		2018-04-06	2024-07-24
	18. WILLIAMS COS INC/THE		2021-06-07	2024-07-24
	19. WILLIAMS COS INC/THE		2021-05-12	2024-07-24
	12. AMERICAN ELECTRIC POWER CO INC		2021-06-29	2024-08-13
	11. AMERICAN ELECTRIC POWER CO INC		2021-01-13	2024-08-13
	78. CONAGRA BRANDS INC		2021-12-17	2024-08-13
	5. KIMBERLY-CLARK CORP		2022-04-28	2024-08-13
	8. KIMBERLY-CLARK CORP		2022-12-05	2024-08-13
	2. KIMBERLY-CLARK CORP		2022-12-06	2024-08-13
	24. PHILIP MORRIS INTERNATIONAL INC		2018-04-20	2024-08-13
	1. PHILIP MORRIS INTERNATIONAL INC		2018-04-06	2024-08-13
	43. WILLIAMS COS INC/THE		2021-06-07	2024-08-13
	8. WILLIAMS COS INC/THE		2021-06-07	2024-08-14
	42. CONAGRA BRANDS INC		2022-01-19	2024-08-21
	5. CONAGRA BRANDS INC		2021-12-17	2024-08-21
	9. CONAGRA BRANDS INC		2021-12-20	2024-08-21
	19. DUKE ENERGY CORP		2016-10-20	2024-08-21
	13. SOUTHERN CO/THE		2020-04-27	2024-08-21
	6. SOUTHERN CO/THE		2020-05-08	2024-08-21
	4. CONAGRA BRANDS INC		2022-01-19	2024-08-22
	6. AMGEN INC		2023-04-13	2024-08-23
	4. AMGEN INC		2023-05-05	2024-08-23
	2. CONAGRA BRANDS INC		2023-11-03	2024-08-23
	48. CONAGRA BRANDS INC		2024-01-11	2024-08-23
	10. CONAGRA BRANDS INC		2023-11-01	2024-08-23
	15. CONAGRA BRANDS INC		2022-01-19	2024-08-23
	26. DUKE ENERGY CORP		2016-10-20	2024-08-23
	8. PHILIP MORRIS INTERNATIONAL INC		2018-08-15	2024-08-23
	6. PHILIP MORRIS INTERNATIONAL INC		2018-06-20	2024-08-23
	4. SOUTHERN CO/THE		2020-05-08	2024-08-23
	1. SOUTHERN CO/THE		2020-10-21	2024-08-23
	21. SOUTHERN CO/THE		2020-05-11	2024-08-23
	85. BLACKROCK LIQUIDITY FUND		2024-02-13	2024-09-10
	4. FIRST TRUST CLOUD COMPUTING ETF		2022-02-09	2024-09-10
	3. ISHARES NASDAQ BIOTECHNOLOGY ETF		2019-10-24	2024-09-10
	2. ISHARES NASDAQ BIOTECHNOLOGY ETF		2020-04-14	2024-09-10
	27. ISHARES US AEROSPACE & DEFENSE ETF		2023-01-19	2024-09-10
	13. ISHARES US AEROSPACE & DEFENSE ETF		2023-10-17	2024-09-10
	10. ISHARES US AEROSPACE & DEFENSE ETF		2024-02-13	2024-09-10
	3. PACER BENCHMARK DATA AND		2021-10-26	2024-09-10
	9. PACER BENCHMARK DATA AND		2022-02-09	2024-09-10
	5. PACER BENCHMARK DATA AND		2022-05-18	2024-09-10
	2. PACER BENCHMARK DATA AND		2022-05-12	2024-09-10
	27. HEALTH CARE SELECT SECTOR SPDR FUND		2020-05-12	2024-09-10
	7. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2022-05-12	2024-09-10
	10. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2022-05-18	2024-09-10
	1. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2020-08-12	2024-09-10
	7. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2020-05-12	2024-09-10
	5. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2020-04-14	2024-09-10
	3. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2019-10-24	2024-09-10
	21. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2020-03-12	2024-09-10
	6. INDUSTRIAL SELECT SECTOR SPDR FUND		2020-04-21	2024-09-10
	15. INDUSTRIAL SELECT SECTOR SPDR FUND		2020-04-14	2024-09-10
	26. REAL ESTATE SELECT SECTOR SPDR FUND		2022-05-12	2024-09-10
	4. CONAGRA BRANDS INC		2024-01-11	2024-09-12
	61. CONAGRA BRANDS INC		2024-06-10	2024-09-12
	6. CONAGRA BRANDS INC		2024-06-11	2024-09-12
	18. DOMINION ENERGY INC		2021-08-11	2024-09-12
	9. DOMINION ENERGY INC		2022-01-19	2024-09-12
	3. DUKE ENERGY CORP		2016-10-20	2024-09-12
	4. DUKE ENERGY CORP		2016-11-03	2024-09-12
	5. DUKE ENERGY CORP		2017-11-01	2024-09-12
	3. DUKE ENERGY CORP		2018-04-06	2024-09-12
	2. KIMBERLY-CLARK CORP		2022-12-06	2024-09-12
	2. KIMBERLY-CLARK CORP		2023-08-01	2024-09-12
	1. KIMBERLY-CLARK CORP		2024-04-12	2024-09-12
	2. KIMBERLY-CLARK CORP		2023-11-03	2024-09-12
	8. KIMBERLY-CLARK CORP		2023-09-01	2024-09-12
	151. AMCOR PLC REG SHS		2022-04-28	2024-09-12
	11. CONAGRA BRANDS INC		2024-06-11	2024-09-13
	8. DOMINION ENERGY INC		2022-08-17	2024-09-25
	20. DOMINION ENERGY INC		2022-01-19	2024-09-25
	29. WILLIAMS COS INC/THE		2021-06-07	2024-09-25
	17. WILLIAMS COS INC/THE		2021-11-11	2024-09-25
	7. BRITISH AMERICAN TOBACCO PLC		2021-06-29	2024-10-01
	2. CANADIAN IMPERIAL BANK OF COMMERCE		2019-09-19	2024-10-01
	6. PHILIP MORRIS INTERNATIONAL INC		2018-08-15	2024-10-01
	49. BRITISH AMERICAN TOBACCO PLC		2021-06-29	2024-10-02
	24. CANADIAN IMPERIAL BANK OF COMMERCE		2019-09-19	2024-10-02
	1. PHILIP MORRIS INTERNATIONAL INC		2018-08-15	2024-10-02
	11. PHILIP MORRIS INTERNATIONAL INC		2019-01-11	2024-10-02
	.6 SOUTH BOW CORP		2019-09-03	2024-10-08
	.2 SOUTH BOW CORP		2019-08-28	2024-10-08
	6. GLOBAL X FUNDS SHS US		2021-10-26	2024-10-09
	19. ENERGY SELECT SECTOR SPDR FUND		2022-07-13	2024-10-09
	28. ENERGY SELECT SECTOR SPDR FUND		2021-07-12	2024-10-09
	11. ENERGY SELECT SECTOR SPDR FUND		2021-11-17	2024-10-09
	25. ENERGY SELECT SECTOR SPDR FUND		2021-03-09	2024-10-09
	9. ENERGY SELECT SECTOR SPDR FUND		2022-04-13	2024-10-09
	3. COMM SERVICES SELECT		2020-05-12	2024-10-09
	4. VANGUARD INFORMATION TECHNOLOGY ETF		2019-12-13	2024-10-09
	1. VANGUARD INFORMATION TECHNOLOGY ETF		2019-10-24	2024-10-09
	53. AT&T INC		2022-04-13	2024-10-10
	14. AT&T INC		2022-02-18	2024-10-10
	30. BCE INC		2016-10-20	2024-10-10
	22. BRITISH AMERICAN TOBACCO PLC		2021-09-29	2024-10-10
	3. BRITISH AMERICAN TOBACCO PLC		2021-06-29	2024-10-10
	18. CANADIAN IMPERIAL BANK OF COMMERCE		2020-04-21	2024-10-10
	11. DOMINION ENERGY INC		2022-08-17	2024-10-10
	5. DOMINION ENERGY INC		2023-06-15	2024-10-10
	6.8 SOUTH BOW CORP		2020-06-23	2024-10-10
	7.2 SOUTH BOW CORP		2019-09-03	2024-10-10
	31. BCE INC		2016-10-20	2024-10-11
	24. BRITISH AMERICAN TOBACCO PLC		2021-09-29	2024-10-11
	14. BRITISH AMERICAN TOBACCO PLC		2021-11-11	2024-10-11
	10. CANADIAN IMPERIAL BANK OF COMMERCE		2020-11-30	2024-10-11
	6. CANADIAN IMPERIAL BANK OF COMMERCE		2020-04-21	2024-10-11
	3. DOMINION ENERGY INC		2023-06-16	2024-10-11
	16. DOMINION ENERGY INC		2023-06-15	2024-10-11
	.6 SOUTH BOW CORP		2020-09-21	2024-10-11
	7.2 SOUTH BOW CORP		2020-09-18	2024-10-11
	3.8 SOUTH BOW CORP		2022-12-06	2024-10-11
	1.2 SOUTH BOW CORP		2020-06-24	2024-10-11
	.2 SOUTH BOW CORP		2020-06-23	2024-10-11
	3.6 SOUTH BOW CORP		2022-12-05	2024-10-11
	5.8 SOUTH BOW CORP		2023-02-24	2024-10-11
	1. SOUTH BOW CORP		2023-02-23	2024-10-11
	2.4 SOUTH BOW CORP		2023-04-14	2024-10-11
	1.4 SOUTH BOW CORP		2023-11-03	2024-10-11
	3.2 SOUTH BOW CORP		2023-08-01	2024-10-11
	4.6 SOUTH BOW CORP		2023-04-13	2024-10-11
	41. WILLIAMS COS INC/THE		2021-11-11	2024-10-23
	19. AT&T INC		2022-04-13	2024-11-05
	2. ABBVIE INC		2020-04-21	2024-11-05
	3. ALEXANDRIA REAL ESTATE EQUITIES INC		2024-08-23	2024-11-05
	5. AMERICAN ELECTRIC POWER CO INC		2021-06-29	2024-11-05
	1. AMGEN INC		2023-05-05	2024-11-05
	7. BCE INC		2016-10-20	2024-11-05
	3. BANK OF MONTREAL		2024-10-01	2024-11-05
	20. BLACKROCK LIQUIDITY FUND		2024-02-13	2024-11-05
	12. BRISTOL-MYERS SQUIBB CO		2024-01-18	2024-11-05
	3. BRITISH AMERICAN TOBACCO PLC		2021-11-11	2024-11-05
	4. CANADIAN IMPERIAL BANK OF COMMERCE		2020-11-30	2024-11-05
	3. CHEVRONTEXACO CORP		2023-06-15	2024-11-05
	6. COCA-COLA CO/THE		2023-03-07	2024-11-05
	4. DIAGEO PLC SPON ADR NEW		2024-07-24	2024-11-05
	2. DOMINION ENERGY INC		2023-06-16	2024-11-05
	5. DUKE ENERGY CORP		2018-04-06	2024-11-05
	25. ENBRIDGE INC		2019-07-01	2024-11-05
	6. ENTERGY CORP		2023-02-03	2024-11-05
	2. FIRST TRUST CLOUD COMPUTING ETF		2022-02-09	2024-11-05
	9. GILEAD SCIENCES INC		2022-03-11	2024-11-05
	7. GLOBAL X FUNDS SHS US		2021-10-26	2024-11-05
	47. HUNTINGTON BANCSHARES INC/OH		2018-12-06	2024-11-05
	10. HUNTINGTON BANCSHARES INC/OH		2019-02-22	2024-11-05
	8. INVESCO KBW BANK ETF		2023-04-11	2024-11-05
	1. ISHARES NASDAQ BIOTECHNOLOGY ETF		2020-04-14	2024-11-05
	3. ISHARES TR		2023-07-19	2024-11-05
	2. JOHNSON & JOHNSON		2024-08-23	2024-11-05
	25. KENVUE INC		2023-10-19	2024-11-05
	4. MORGAN STANLEY		2024-07-24	2024-11-05
	16. NATIONAL GRID PLC		2016-10-20	2024-11-05
	6. PNC FINANCIAL SERVICES GROUP INC/THE		2022-04-07	2024-11-05
	14. PPL CORP		2016-10-20	2024-11-05
	2. PAYCHEX INC		2024-07-24	2024-11-05
	2. PEPSICO INC		2024-08-13	2024-11-05
	6. PFIZER INC		2020-04-21	2024-11-05
	17. PFIZER INC		2021-04-21	2024-11-05
	5. PHILIP MORRIS INTERNATIONAL INC		2019-01-11	2024-11-05
	3. PROLOGIS INC		2024-06-10	2024-11-05
	10. REALTY INCOME CORP		2021-06-29	2024-11-05
	17. SANOFI-SYNTHELABO		2023-01-12	2024-11-05
	1. CONSUMER STAPLES SELECT SECTOR SPDR FUND		2022-05-18	2024-11-05
	5. CONSUMER DISCRETIONARY SEL SECTOR SPDR		2020-08-12	2024-11-05
	2. INDUSTRIAL SELECT SECTOR SPDR FUND		2020-04-21	2024-11-05
	12. COMM SERVICES SELECT		2020-05-12	2024-11-05
	2. REAL ESTATE SELECT SECTOR SPDR FUND		2022-05-12	2024-11-05
	4. SOUTHERN CO/THE		2020-10-21	2024-11-05
	22. TC ENERGY CORP		2019-09-03	2024-11-05
	1. TC ENERGY CORP		2019-08-28	2024-11-05
	14. TOTAL FINA ELF S.A. ADR		2022-02-10	2024-11-05
	6. TRUIST FINL CORP		2021-02-04	2024-11-05
	13. TRUIST FINL CORP		2021-01-13	2024-11-05
	17. US BANCORP DEL		2021-03-08	2024-11-05
	3. UNITED PARCEL SERVICE INC		2022-06-15	2024-11-05
	17. VANGUARD FINANCIALS ETF		2020-03-31	2024-11-05
	1. VANGUARD INFORMATION TECHNOLOGY ETF		2019-12-13	2024-11-05
	7. VERIZON COMMUNICATIONS INC		2016-10-20	2024-11-05
	21. VERIZON COMMUNICATIONS INC		2016-10-20	2024-11-05
	3. WEC ENERGY GROUP INC		2024-07-24	2024-11-05
	2. WILLIAMS COS INC/THE		2022-01-19	2024-11-05
	5. WILLIAMS COS INC/THE		2021-11-11	2024-11-05
	7. XCEL ENERGY INC		2023-09-12	2024-11-05
	5. XCEL ENERGY INC		2023-09-11	2024-11-05
	22. AMCOR PLC REG SHS		2022-04-28	2024-11-05
	8. LYONDELLBASELL INDUSTRIE		2022-11-03	2024-11-05
	1. LYONDELLBASELL INDUSTRIE		2022-11-02	2024-11-05
	55. BCE INC		2016-10-20	2024-11-13
	28. BRITISH AMERICAN TOBACCO PLC		2021-11-11	2024-11-13
	7. BRITISH AMERICAN TOBACCO PLC		2022-10-31	2024-11-13
	3. DOMINION ENERGY INC		2023-11-03	2024-11-13
	7. DOMINION ENERGY INC		2023-09-11	2024-11-13
	6. DOMINION ENERGY INC		2023-06-16	2024-11-13
	11. DOMINION ENERGY INC		2023-09-12	2024-11-13
	2. DOMINION ENERGY INC		2024-04-12	2024-11-13
	4. DOMINION ENERGY INC		2023-12-05	2024-11-13
	5. ENTERGY CORP		2023-02-06	2024-11-13
	5. ENTERGY CORP		2023-02-03	2024-11-13
	2. GILEAD SCIENCES INC		2022-03-11	2024-11-13
	15. GILEAD SCIENCES INC		2022-04-01	2024-11-13
	32. WILLIAMS COS INC/THE		2022-01-19	2024-11-13
	18. BCE INC		2016-10-20	2024-11-14
	2. BRITISH AMERICAN TOBACCO PLC		2022-10-31	2024-11-14
	2. BRITISH AMERICAN TOBACCO PLC		2023-12-05	2024-11-14
	2. BRITISH AMERICAN TOBACCO PLC		2024-04-12	2024-11-14
	9. BRITISH AMERICAN TOBACCO PLC		2023-11-03	2024-11-14
	1. BCE INC		2019-04-26	2024-11-21
	22. BCE INC		2020-11-30	2024-11-21
	23. BCE INC		2016-10-20	2024-11-21
	6. BCE INC		2016-10-20	2024-11-21
	2. BCE INC		2016-11-03	2024-11-21
	10. BCE INC		2017-11-01	2024-11-21
	3. BCE INC		2017-11-02	2024-11-21
	1. BCE INC		2016-10-20	2024-11-21
	3. BCE INC		2018-10-01	2024-11-21
	2. ENTERGY CORP		2023-02-16	2024-11-21
	1. ENTERGY CORP		2023-02-06	2024-11-21
	11. ENTERGY CORP		2023-02-15	2024-11-21
	95. HUNTINGTON BANCSHARES INC/OH		2019-02-22	2024-11-21
	15. MORGAN STANLEY		2024-07-24	2024-11-21
	7. BCE INC		2022-10-31	2024-12-03
	2. BCE INC		2022-11-02	2024-12-03
	23. BCE INC		2022-11-03	2024-12-03
	12. BCE INC		2023-08-01	2024-12-03
	6. BCE INC		2023-11-03	2024-12-03
	5. BCE INC		2023-12-05	2024-12-03
	3. BCE INC		2024-04-12	2024-12-03
	17. BCE INC		2020-11-30	2024-12-03
	12. CANADIAN IMPERIAL BANK OF COMMERCE		2020-11-30	2024-12-03
	4. CANADIAN IMPERIAL BANK OF COMMERCE		2023-02-23	2024-12-03
	14. MORGAN STANLEY		2024-08-13	2024-12-03
	6. PNC FINANCIAL SERVICES GROUP INC/THE		2022-04-08	2024-12-03
	2. PNC FINANCIAL SERVICES GROUP INC/THE		2022-04-07	2024-12-03
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,412	1,924	488
b	600	685	-85
c	90	118	-28
d	750	890	-140
e	112	175	-63
	112	168	-56
	1,233	1,858	-625
	2,346	1,789	557
	754	1,118	-364
	970	1,574	-604
	1,898	1,730	168
	173	172	1
	1,294	1,263	31
	576	698	-122
	2,229	2,590	-361
	47	42	5
	395	341	54
	132	105	27
	264	211	53
	541	559	-18
	111	164	-53
	415	618	-203
	247	250	-3
	854	584	270
	3,274	2,341	933
	1,088	900	188
	943	866	77
	363	301	62
	725	612	113
	1,523	1,247	276
	2,611	2,046	565
	3,164	2,016	1,148
	1,018	678	340
	597	369	228
	508	221	287
	3,580	1,481	2,099
	1,618	1,499	119
	1,022	986	36
	341	317	24
	85	80	5
	170	145	25
	255	236	19
	1,074	494	580
	716	296	420
	610	527	83
	475	348	127
	249	230	19
	945	842	103
	409	352	57
	498	443	55
	1,063	1,046	17
	236	234	2
	354	360	-6
	1,637	1,348	289
	1,310	1,479	-169
	561	532	29
	47	46	1
	327	375	-48
	327	333	-6
	47	48	-1
	1,695	1,087	608
	285	234	51
	190	251	-61
	760	999	-239
	475	795	-320
	95	130	-35
	1,353	1,433	-80
	120	110	10
	1,806	1,800	6
	149	117	32
	595	481	114
	372	297	75
	1,059	652	407
	863	1,219	-356
	96	125	-29
	192	236	-44
	479	459	20
	1,494	1,524	-30
	543	573	-30
	544	536	8
	380	384	-4
	612	415	197
	344	249	95
	735	587	148
	395	316	79
	1,070	876	194
	720	665	55
	2,685	1,934	751
	532	527	5
	76	67	9
	228	229	-1
	456	456
	456	419	37
	522	361	161
	1,218	847	371
	2,910	1,698	1,212
	2,554	1,250	1,304
	4,061	2,555	1,506
	1,230	614	616
	1,967	807	1,160
	1,721	676	1,045
	5,248	2,735	2,513
	2,193	871	1,322
	10,415	4,193	6,222
	1,798	1,836	-38
	1,509	1,236	273
	302	241	61
	360	491	-131
	1,080	1,645	-565
	309	411	-102
	154	242	-88
	269	277	-8
	1,346	1,337	9
	1,965	1,470	495
	708	708
	834	1,096	-262
	52	77	-25
	469	703	-234
	938	1,382	-444
	1,384	1,417	-33
	415	401	14
	661	529	132
	331	313	18
	771	708	63
	768	480	288
	811	456	355
	1,178	1,015	163
	1,080	861	219
	2,368	2,697	-329
	691	709	-18
	1,106	1,098	8
	277	273	4
	2,818	2,018	800
	117	101	16
	1,852	1,146	706
	345	213	132
	1,289	1,494	-205
	154	173	-19
	276	309	-33
	2,141	1,499	642
	1,137	765	372
	525	332	193
	123	142	-19
	1,977	1,504	473
	1,318	946	372
	61	56	5
	1,471	1,389	82
	306	272	34
	460	533	-73
	2,921	2,051	870
	960	657	303
	720	486	234
	345	222	123
	86	59	27
	1,809	1,143	666
	85	85
	378	384	-6
	434	316	118
	289	238	51
	3,846	2,957	889
	1,852	1,423	429
	1,425	1,235	190
	93	123	-30
	279	339	-60
	155	175	-20
	62	68	-6
	4,198	2,748	1,450
	587	527	60
	839	742	97
	186	144	42
	1,300	815	485
	929	554	375
	557	363	194
	3,900	2,086	1,814
	766	363	403
	1,914	941	973
	1,156	1,084	72
	127	116	11
	1,934	1,786	148
	190	174	16
	1,026	1,382	-356
	513	714	-201
	349	237	112
	465	313	152
	581	441	140
	349	235	114
	284	273	11
	284	259	25
	142	126	16
	284	242	42
	1,136	1,020	116
	1,637	1,828	-191
	350	320	30
	456	686	-230
	1,140	1,586	-446
	1,321	768	553
	774	469	305
	255	276	-21
	121	84	37
	723	493	230
	1,770	1,935	-165
	1,458	1,006	452
	120	82	38
	1,318	760	558
	13	14	-1
	4	5	-1
	247	166	81
	1,736	1,305	431
	2,558	1,474	1,084
	1,005	634	371
	2,284	1,327	957
	822	707	115
	271	156	115
	2,385	955	1,430
	596	218	378
	1,126	1,027	99
	297	255	42
	984	1,372	-388
	772	818	-46
	105	118	-13
	1,072	507	565
	612	943	-331
	278	264	14
	158	137	21
	167	168	-1
	1,021	1,418	-397
	842	892	-50
	491	491
	604	427	177
	362	169	193
	168	160	8
	894	846	48
	14	12	2
	167	148	19
	88	73	15
	28	24	4
	5	4	1
	84	69	15
	135	107	28
	23	18	5
	56	46	10
	33	23	10
	74	51	23
	107	88	19
	2,141	1,131	1,010
	419	368	51
	402	165	237
	340	363	-23
	496	423	73
	317	237	80
	203	320	-117
	273	274	-1
	20	20
	666	601	65
	106	105	1
	254	171	83
	462	477	-15
	390	360	30
	494	517	-23
	116	107	9
	565	391	174
	1,025	906	119
	863	649	214
	216	192	24
	809	531	278
	294	194	100
	730	627	103
	155	143	12
	499	335	164
	144	119	25
	142	120	22
	315	327	-12
	585	501	84
	468	412	56
	1,041	1,092	-51
	1,126	1,090	36
	452	470	-18
	279	247	32
	334	344	-10
	167	202	-35
	472	673	-201
	658	345	313
	340	333	7
	584	647	-63
	895	835	60
	81	74	7
	1,011	718	293
	271	121	150
	1,115	626	489
	87	83	4
	353	236	117
	1,041	1,035	6
	47	46	1
	890	831	59
	254	321	-67
	551	678	-127
	809	917	-108
	399	536	-137
	1,927	877	1,050
	593	239	354
	287	345	-58
	862	1,036	-174
	286	251	35
	106	57	49
	265	138	127
	464	401	63
	331	287	44
	224	266	-42
	671	621	50
	84	78	6
	1,496	2,516	-1,020
	991	982	9
	248	277	-29
	169	127	42
	394	331	63
	338	320	18
	619	519	100
	113	98	15
	225	185	40
	736	539	197
	736	540	196
	185	118	67
	1,390	890	500
	1,782	907	875
	491	823	-332
	71	79	-8
	71	63	8
	71	58	13
	319	280	39
	27	45	-18
	585	964	-379
	611	1,052	-441
	159	275	-116
	53	89	-36
	266	462	-196
	80	140	-60
	27	44	-17
	80	123	-43
	303	214	89
	151	108	43
	1,664	1,180	484
	1,666	1,359	307
	2,009	1,546	463
	191	316	-125
	54	90	-36
	627	1,034	-407
	327	513	-186
	163	237	-74
	136	203	-67
	82	98	-16
	463	745	-282
	763	512	251
	254	181	73
	1,836	1,350	486
	1,256	1,102	154
	419	363	56
			41
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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			488
b			-85
c			-28
d			-140
e			-63
			-56
			-625
			557
			-364
			-604
			168
			1
			31
			-122
			-361
			5
			54
			27
			53
			-18
			-53
			-203
			-3
			270
			933
			188
			77
			62
			113
			276
			565
			1,148
			340
			228
			287
			2,099
			119
			36
			24
			5
			25
			19
			580
			420
			83
			127
			19
			103
			57
			55
			17
			2
			-6
			289
			-169
			29
			1
			-48
			-6
			-1
			608
			51
			-61
			-239
			-320
			-35
			-80
			10
			6
			32
			114
			75
			407
			-356
			-29
			-44
			20
			-30
			-30
			8
			-4
			197
			95
			148
			79
			194
			55
			751
			5
			9
			-1

			37
			161
			371
			1,212
			1,304
			1,506
			616
			1,160
			1,045
			2,513
			1,322
			6,222
			-38
			273
			61
			-131
			-565
			-102
			-88
			-8
			9
			495

			-262
			-25
			-234
			-444
			-33
			14
			132
			18
			63
			288
			355
			163
			219
			-329
			-18
			8
			4
			800
			16
			706
			132
			-205
			-19
			-33
			642
			372
			193
			-19
			473
			372
			5
			82
			34
			-73
			870
			303
			234
			123
			27
			666

			-6
			118
			51
			889
			429
			190
			-30
			-60
			-20
			-6
			1,450
			60
			97
			42
			485
			375
			194
			1,814
			403
			973
			72
			11
			148
			16
			-356
			-201
			112
			152
			140
			114
			11
			25
			16
			42
			116
			-191
			30
			-230
			-446
			553
			305
			-21
			37
			230
			-165
			452
			38
			558
			-1
			-1
			81
			431
			1,084
			371
			957
			115
			115
			1,430
			378
			99
			42
			-388
			-46
			-13
			565
			-331
			14
			21
			-1
			-397
			-50

			177
			193
			8
			48
			2
			19
			15
			4
			1
			15
			28
			5
			10
			10
			23
			19
			1,010
			51
			237
			-23
			73
			80
			-117
			-1

			65
			1
			83
			-15
			30
			-23
			9
			174
			119
			214
			24
			278
			100
			103
			12
			164
			25
			22
			-12
			84
			56
			-51
			36
			-18
			32
			-10
			-35
			-201
			313
			7
			-63
			60
			7
			293
			150
			489
			4
			117
			6
			1
			59
			-67
			-127
			-108
			-137
			1,050
			354
			-58
			-174
			35
			49
			127
			63
			44
			-42
			50
			6
			-1,020
			9
			-29
			42
			63
			18
			100
			15
			40
			197
			196
			67
			500
			875
			-332
			-8
			8
			13
			39
			-18
			-379
			-441
			-116
			-36
			-196
			-60
			-17
			-43
			89
			43
			484
			307
			463
			-125
			-36
			-407
			-186
			-74
			-67
			-16
			-282
			251
			73
			486
			154
			56

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	51,608
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,195
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	1,195
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	1,195
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	516
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	516
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	679
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

BANK OF AMERICA NA Telephone no. right arrow

(212) 852-3049

Located at right arrow

PO BOX 1532PENNINGTONNJ ZIP+4 right arrow

08534

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
BANK OF AMERICA N A	TRUSTEE 2	17,997
PO BOX 1532 PENNINGTON,NJ08534	TRUSTEE 2	17,997

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

Page 7

Part VII

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

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

1,221,237

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

15,159

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

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

1,236,396

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

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

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

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

1,236,396

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

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

18,546

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

1,217,850

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

60,893

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

60,893

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

1,195

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

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

1,195

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

59,698

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

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

59,698

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

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

59,698

Part XI

Qualifying Distributions (see instructions)

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

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

57,376

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

57,376

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					59,698
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				46,578
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 57,376
a Applied to 2023, but not more than line 2a				46,578
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.....					10,798
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					48,900
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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

Part XIV

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

1Information Regarding Foundation Managers:

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

NONE

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

NONE

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

Check here right arrow

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

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
MEMORIAL PARK PRESBYTERIAN 8800 PEEBLES RD ALLISON PARK,PA151012716	NONE	PC	GENERAL OPERATING	46,578
Total ................................. 3a				46,578

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	42,672
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	51,608
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFEDERAL TAX REFUND			1	88
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				94,368

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

94,368

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2024)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
756109104 REALTY INCOME CORP	9,548	8,706
842587107 SOUTHERN CO/THE	4,747	6,174
00287Y109 ABBVIE INC	6,618	7,997
136069101 CANADIAN IMPERIAL BA	2,705	3,857
25746U109 DOMINION ENERGY INC
446150104 HUNTINGTON BANCSHARE	6,929	8,802
00206R102 AT&T INC	6,568	7,628
05534B760 BCE INC
110448107 BRITISH AMERICAN TOB
718172109 PHILIP MORRIS INTERN	7,620	10,470
494368103 KIMBERLY-CLARK CORP
92343V104 VERIZON COMMUNICATIO	17,655	14,396
26441C204 DUKE ENERGY CORP	7,456	8,619
636274409 NATIONAL GRID PLC	12,026	11,052
69351T106 PPL CORP	5,660	5,681
29250N105 ENBRIDGE INC	12,546	14,044
717081103 PFIZER INC	12,189	8,039
031162100 AMGEN INC	8,635	8,340
87807B107 TC ENERGY CORP	8,883	10,516
375558103 GILEAD SCIENCES INC	10,970	14,133
904767704 UNILEVER PLC AMER SH
025537101 AMERICAN ELECTRIC PO	7,454	7,655
22822V101 CROWN CASTLE INTERNA
89832Q109 TRUIST FINL CORP	10,604	9,197
205887102 CONAGRA BRANDS INC
89151E109 TOTAL FINA ELF S.A.	12,779	12,372
902973304 US BANCORP DEL	12,011	12,101
969457100 WILLIAMS COS INC/THE	2,739	4,763
911312106 UNITED PARCEL SERVIC	7,282	5,044
G5960L103 MEDTRONIC PLC SHS
693475105 PNC FINANCIAL SERVIC	8,839	10,414
G0250X107 AMCOR PLC REG SHS	5,182	4,159
N53745100 LYONDELLBASELL INDUS	11,160	9,135
166764100 CHEVRONTEXACO CORP	13,397	12,456
191216100 COCA-COLA CO/THE	6,533	6,786
29364G103 ENTERGY CORP	4,731	6,975
49177J102 KENVUE INC	6,155	6,362
704326107 PAYCHEX INC	5,295	5,749
80105N105 SANOFI-SYNTHELABO	11,523	11,189
98389B100 XCEL ENERGY INC	10,014	11,884
015271109 ALEXANDRIA REAL ESTA	8,698	7,121
063671101 BANK OF MONTREAL	7,526	7,861
110122108 BRISTOL-MYERS SQUIBB	12,559	14,423
25243Q205 DIAGEO PLC SPON ADR	7,333	7,119
30231G102 EXXON MOBIL CORP	5,796	5,163
478160104 JOHNSON & JOHNSON	10,859	9,834
617446448 MORGAN STANLEY	4,597	5,783
713448108 PEPSICO INC	8,857	7,755
74340W103 PROLOGIS INC	9,957	8,667
92939U106 WEC ENERGY GROUP INC	4,080	4,420

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
81369Y100 MATERIALS SELECT SEC	AT COST	4,152	4,207
92204A405 VANGUARD FINANCIALS	AT COST	30,527	47,936
92204A702 VANGUARD INFORMATION	AT COST	49,005	93,892
464287556 ISHARES NASDAQ BIOTE	AT COST	6,789	6,611
81369Y407 CONSUMER DISCRETIONA	AT COST	26,845	37,466
4812C0381 JPMORGAN CORE BOND F	AT COST	577,189	500,768
81369Y209 HEALTH CARE SELECT S	AT COST	34,178	37,969
81369Y704 INDUSTRIAL SELECT SE	AT COST	13,413	18,710
81369Y308 CONSUMER STAPLES SEL	AT COST	13,262	14,307
81369Y506 ENERGY SELECT SECTOR	AT COST	8,173	8,309
81369Y852 COMM SERVICES SELECT	AT COST	21,481	35,045
81369Y860 REAL ESTATE SELECT S	AT COST	6,964	7,483
69374H741 PACER BENCHMARK DATA	AT COST	822	839
316092865 FIDELITY MSCI UTILIT	AT COST	6,465	6,535
33734X192 FIRST TRUST CLOUD CO	AT COST	4,091	6,075
37954Y673 GLOBAL X FUNDS SHS U	AT COST	5,832	7,759
92189F676 VANECK VECTORS SEMIC	AT COST	18,182	25,186
46138E628 INVESCO KBW BANK ETF	AT COST	4,881	6,862
464288760 ISHARES US AEROSPACE
46435U713 ISHARES TR	AT COST	6,190	6,527
46137V100 INVESCO AEROSPACE &	AT COST	4,610	4,819
464288752 ISHARES U.S. HOME CO	AT COST	7,620	7,237

Description	Amount
MUTUAL FUND TIMING ADJ	86
WASH SALES/ ROC ON CY SALES ADJ	59
PY ROC/ COST BASIS ADJUSTMENT	139